Podcasts about breadth

Welcome to Books at Bedtime, brought to you by Calming Anxiety. If your mind is racing with the demands of the day, or if you are struggling to transition into a peaceful night's rest, let the soothing, steady rhythm of classic science fiction guide you into a deep sleep. Tonight, we begin our third literary journey with Chapter 1 of H.G. Wells's masterpiece, The Time Machine.Step into a cozy, dimly lit Victorian dining room where a group of friends gathers after dinner. Listen as the enigmatic Time Traveler expounds on the comforting paradox of the fourth dimension, explaining how time is simply a pathway through space that our consciousness moves along. As the fire burns brightly and the room fills with the soft, hypnotic hum of philosophical debate, you will witness the demonstration of a delicate model mechanism made of ivory, brass, and translucent crystal. Read with a slow, calming cadence designed to lower your heart rate and soothe an overactive nervous system, this bedtime story podcast episode acts as a gentle anchor for your evening routine. Dim your screen, settle deep into your pillows, and allow the fading echoes of shuffling slippers and crackling fires to lull you into an uninterrupted night's sleep.Episode Chapters00:00 – Introduction: Settling In for Books at Bedtime00:45 – An After-Dinner Atmosphere: The Fire and the Glowing Hearth01:41 – The Geometry of School: Questioning the Paradox02:45 – Length, Breadth, Thickness, and Duration: Defining the Fourth Dimension04:24 – The Mind's Drift: Recalling Memories Vividly06:13 – A Vision of a Machine: Debating Travel Through Time08:05 – Slippers Shuffling: A Visit to the Cold Laboratory Corridor08:44 – The Glittering Framework: Examining the Delicate Model11:17 – Setting the Table: Candles, Lamps, and Brass Sconces12:46 – Pressing the Lever: The First Model Voyage13:13 – A Breath of Wind: The Swirl of Paint and Disappearance15:33 – Invisible Flights: The Analytical Analogy of the Spinning Wheel17:01 – A Glimpse of the Full-Size Prototype & Sleepy OutroStorybook Highlights for SleepAllow your focus to soften as your imagination drifts through these tranquil, atmospheric settings:The Crackling Hearth: The warm, flickering light of a roaring fire catching the tiny, passing bubbles dancing in the dinner glasses.The Gentle Demonstration: The soft, comforting click of a small white lever being pressed down on an octagonal table illuminated by a single shaded lamp.The Fading Corridor: The rhythmic, comforting sound of the host's slippers softly shuffling down a long, quiet hallway toward his peaceful workshop.If this evening's journey through time helped quiet your thoughts and ease you into a state of rest, please subscribe to the show and share this premiere episode with someone who needs a gentle voice to help them sleep tonight. Sharing our episodes is how our little community of stillness reaches the beautiful souls who need it the most.For target-focused support with daytime panic, chronic worry, or nervous system regulation, remember to explore our Anxiety Breaker course at calminganxiety.fm.Let your breathing become slow and easy, release the day entirely, and be kind to your beautiful soul. Sleep well, my friend.

Josh Eby. Colossians 1:15-29.

What does it take to lead a 250-year-old brand across eight Southeast Asian markets in an era of TikTok commerce, agentic AI, and fragmented consumer journeys? In this episode, we sit down with Evelyn Chua, Managing Director for Southeast Asia and Oceania at Birkenstock, who brings 15 years of retail leadership across luxury fashion, beauty, wines and spirits, and e-commerce.Evelyn shares how she has navigated some genuinely distinct career transitions: from DFS and the world of travel retail, to the fast-moving world of e-commerce at Synergy, to her current role shaping Birkenstock's regional strategy. Her career is a masterclass in what it means to build breadth without sacrificing depth.In this conversation, we explore:How the consumer journey has fundamentally shifted, and why there is no longer one dominant channelHow Birkenstock protects its premium positioning in a region as fragmented and fast-paced as Southeast AsiaWhy AI reinforces rather than replaces the importance of brand clarity and consistencyThe hybrid skills that retail leaders need today compared to five years agoWhat Evelyn tells her team when they are afraid to say "I don't know"Her three pieces of advice for anyone navigating a career in retail: stay positive and adaptable, build breadth, and stay groundedWhether you are a seasoned retail professional wondering how to stay relevant, or an early-career leader figuring out which moves to make next, Evelyn's perspective is grounding, practical, and genuinely generous.Connect with us on LinkedIn: ·       Vanessa Iloste (Host)·       Vanessa Teo (Host) ·       Aaron Wu (Producer)

US equities mostly lower in Tuesday afternoon trading, though off worst levels. Breadth positive with another day of rotation. Market tangled today with another round of tech weakness, with semis memory giving back much of their Monday rebound. ADP weekly private employment estimate came in at an average of 29K jobs per week.

Paul Schatz examines the unusual dynamic where good economic news can pressure stocks, while geopolitical events have limited impact on his strategy. He contrasts today's rally with the dot-com era, emphasizing the importance of market breadth beyond tech even as Nvidia (NVDA) leads momentum Monday.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

One of the most common and costly mistakes in medtech commercialization is confusing clinical buy-in with commercial buy-in. A surgeon who loves your device, peer-reviewed data supporting it, and a field rep with a 20-year relationship can all be in place, and the deal can still stall out completely. Why? Because the doctor is not the buyer.I sit down with Todd Laderach, a medtech commercial strategy veteran with over two decades of experience across sales, marketing, and go-to-market leadership. Todd now runs his own firm helping device companies get life-saving products off the shelf and into the hands of clinicians, and he brings a clarity to the commercial realities of medical device selling that I think will resonate well beyond the device world.We dig into why clinical validation is necessary but not sufficient, how to map a hospital buying committee and figure out who actually holds the yes, and how to arm your clinical champion to sell internally to stakeholders you will likely never get in front of directly. We also get into where commercial revenue gets stuck in mid to large device companies, how ABM applies in a world of complex IDN accounts, and where AI is genuinely moving the needle on account prioritization versus where it is mostly hype.If you work in medtech or want to better understand the device commercial landscape, this one is worth your time.Key Topics:"(00:00:00)" Introduction"(00:03:00)" Todd's background"(00:04:00)" The biggest shift in go-to-market"(00:05:00)" Why "the doctor said he'd use it tomorrow" is one of the most dangerous things to hear"(00:06:00)" Linking clinical benefit to economic outcome"(00:07:00)" Following the money"(00:08:00)" Arming the clinical champion"(00:09:00)" Anatomy of a hospital buying committee"(00:10:00)" Journey mapping stakeholders"(00:11:00)" Best practices for gathering actionable insights from sales teams and market research"(00:12:00)" ABM in med devices"(00:13:00)" The critical role of sales and marketing alignment"(00:15:00)" Is the field-rep-dominant model still fit for purpose? "(00:17:00)" Where commercial revenue actually gets stuck"(00:18:00)" Account prioritization"(00:19:00)" Breadth versus depth"(00:21:00)" AI in medtech commercialization"(00:22:00)" Using AI to make existing data actionable"(00:24:00)" Unlocking non-traditional data sources"(00:25:00)" What separates companies getting commercial strategy right"(00:26:00)" Four key takeaways from the conversationIf you are interested in discussing this or any other topic, let's have a chat.  Reach out to me directly to schedule a no-obligation discussion. This isn't a sales call, but rather an opportunity to talk through your questions and challenges.Follow me on LinkedIn.Subscribe to The Healthtech Marketing Show on Spotify or watch us on YouTube for more insights into marketing, AI, ABM, buyer journeys, and beyond!Thank you to our presenting sponsor, HealthcareNOW, 24/7 expert shows, interviews, and podcasts, powering healthcare leaders with innovation, policy, and strategy insights.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's what's wild right now…Jobs report comes in HOT. Like, way hotter than expected. Normally that's your “risk on, stocks go up” moment.But instead… the market just gets slapped.Everything turns red. Big tech? Bleeding. Nasdaq? Down hard. SPY? Sliding over 1%.And you're sitting there thinking… “Wait, what just happened?”Here's the twist nobody is really saying out loud.The stronger the jobs data, the more the bond market freaks out.And when bonds freak out, yields spike.And when yields spike, growth stocks get hit right in the face.That's the chain reaction.Now here's what matters more than the headline:It's not just one data point.It's what the market is doing underneath it.✅ Strong jobs report, but yields ripping higher✅ Tech names starting to roll over✅ OVTLYR signals showing weakness in leaders✅ Money quietly rotating into defensive names✅ Breadth starting to fade after a strong runAnd this is the part most people miss…When the same stocks that carried the whole market start slipping, the “easy money” phase is usually already behind you.Mag 7? Not looking invincible anymore.Some are already on sell signals, others fading fast.So the real question isn't “why is the market down on good news?”It's…“Where is the money going now?”And right now, it's not chasing hype.It's sliding into safety.Staples. Defensive names. Grocery-type stocks. The boring stuff everyone ignores… until they don't.That's the rotation.Not noise. Flow.And once you start seeing that shift, you can't unsee it.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

In this Daily Editorial episode of The KE Report, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel breaks down the broader market averages as they continue their steady drip higher, explaining why recent weakness is being bought up so quickly. He provides an inside look at what is driving current market breadth and how money is rotating across sectors to shield the indices from major downward days. Key Discussion Points: The Power of ETF and Sector Rotation: Why strong sector rotation keeps preventing catastrophic 1,000-point down days and how ETFs internally rebalance the broader market. The IPO Life Cycle and SpaceX Mania: A look under the hood of the heating IPO market, why you shouldn't buy on day one, and how to spot institutional accumulation phases. Small-Caps Playing Catch-Up: Evaluating the surprise resilience of small-cap stocks moving higher in the face of rising interest rates. The Tech Shift and AI Revolution: Why hardware is becoming overdone, the explosive comeback of software (IGV), and why hyperscalers will keep spending as long as profits follow. Stocks & ETFs Mentioned: S&P 500 Futures / Cash, Broadcom (AVGO), CrowdStrike (CRWD), Ciena (CIEN), Apple (AAPL), Microsoft (MSFT), Oracle (ORCL), Destiny Tech Tech (TYXZ), Destiny XYZ Inc (TXYZ), Vanguard Commonwealth Fund (VCX), RobinTech Venture Fund (RVI), and the iShares Expanded Tech-Software Sector ETF (IGV).   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   ----------------- 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.

In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They're joined by Blake Anderson, Director of Portfolio Management at Carson Group, for a wide-ranging conversation on market breadth, small caps, tech leadership, Google's AI spending, software, and the growing influence of data centers and high-quality cash flows in today's market.The episode also digs into the latest rally in stocks, the role of FOMO, the state of the bond market, and why this bull market may still have more room to run even as leadership narrows.From IPO mechanics and index inclusion rules to the economics of AI infrastructure, the conversation connects the market's biggest headlines to the harder data underneath.Key Takeaways:The S&P 500 is up nine consecutive weeks. When it has gained more than 15% in April and May combined, June has never been lower and the rest of the year averages nearly 19% gains.Small caps are up 18% year-to-date and it seems like nobody is talking about it. A third of those returns trace back to three companies, all tied to data centers and AI infrastructure.SpaceX chose the Nasdaq, and Nasdaq changed its rules. Mega-cap companies can now be assessed for index inclusion just 15 days post-IPO instead of waiting six months.At a $2 trillion valuation against $19 billion in 2025 revenue, SpaceX carries a price-to-sales ratio above 90. Historically, IPOs with price-to-sales above 40 average a 94% first-day pop, but a negative 45% three-year return.A deal disclosed in the SpaceX S1 could see Anthropic pay up to $15 billion annually for data center capacity, nearly matching SpaceX's entire 2025 revenue in a single contract.Google is raising $80 billion in equity and has cut buybacks to zero. AI infrastructure spending has moved from optional to existential, with payoff timing still uncertain.Jump to:0:00 — Welcome and the SpaceX question1:19 — Markets rip higher after the spring rally10:33 — Breadth, small caps, and hidden leaders14:10 — FOMO signals and the bubble check15:59 — Blake joins on tech and rates20:48 — Google funds AI data centers26:22 — Software's AI reset and data moats29:13 — SpaceX IPO filing and index rule changes43:01 — IPO stats, valuation risk, and consumer wrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#SpaceXIPO #FactsVsFeelings #investing #stockmarket #AI #techinvesting #IPO #smallcaps #SP500 #bullmarket #NVIDIA #Starlink #Anthropic #OpenAI #marketanalysis #portfoliomanagement #indexfunds #WallStreet #fintech #CarsonGroup

Jim, Bobby, and Mike break down nine consecutive weeks of gains on the S&P, why market breadth is quietly deteriorating, and what smart money is actually doing while everyone else is buying calls.In this episode:▫️9 weeks up on the S&P: what history says happens next▫️Put/call ratio at multi-year lows and why that's a red flag▫️VIX hedges and covered calls: how to protect your portfolio without panicking ▫️AMD, Microsoft, IonQ, Wendy's, Kohl's, XLV, and gold exact levels, targets, and invalidation points▫️The AMD $980 prediction: what it means and why Jim bought shares anyway▫️Why near-retirees are making a dangerous mistake right now◾️ Timestamp 0:00 Intro & Sponsors 1:34 S&P 500: 9 Weeks Up What History Says Happens Next 5:43 How to Hedge an AI Bubble (Without Panicking) 8:24 70% of All Options Are Calls The Red Flag Nobody's Talking About 11:09 Covered Calls vs. Naked Calls: Know the Difference 12:18 NASDAQ vs. S&P: Which One Is More Exposed?14:31 How to Read Market Breadth for Free (McClellan Index)18:32 Put/Call Ratio at Multi-Year Lows What It Really Means 19:11 S&P Rotation Zone: How Far Could a Pullback Go?23:03 Warning to Near-Retirees: Your Gains Aren't Banked Yet 25:20 XLV Healthcare ETF Contrarian Play Against AI? 28:38 Gold: Long-Term Consolidation & Key Levels to Watch 31:13 AMD: The $980 Prediction by June 29th 37:12 Wendy's (WEN): 7% Dividend + Technical Setup 41:04 Kohl's (KSS): Weekly Double Bottom in Play 46:38 Tesla & IonQ Where Each Trade Breaks Down51:31 Microsoft: Breakout, Reward/Risk & Where to Take Profits 55:58 Outro & Where to Subscribe

The Rebbe explains that both in-depth study and broad familiarity are necessary, with the balance depending on one's abilities. He emphasizes the importance of learning practical halachos and encourages studying with a partner, but notes that one should not forgo Torah study if a partner is unavailable. https://www.torahrecordings.com/rebbe/igroskodesh/011/009/3563

Matt Ball just joined Xbox, and Colan is calling his shot: a free, ad-supported Xbox tier is coming, and people are massively underestimating what free does to an ecosystem. Greg thinks it's a trap that splits the audience and pushes core gamers to PlayStation. They go ten rounds on it. Then the conversation shifts. Google IO basically announced the end of the open web. AI is now answering the questions Google used to send you to a website to find. Colan grew up in the open web and is melancholy about losing it. Greg's read from GamesBeat: AI makes everyone's breadth of knowledge wider, but the depth underneath is paper thin. Which leads to the line of the episode. If autopilot makes us worse drivers, what does autopilot-for-everything make us? Colan's answer: house cats for AI. Plus Forza Horizon 6 is real and it's spectacular, the GamesBeat recap is in, and Greg got an introduction to Charlie Olsen — the guy who built Call of Duty's original skill-based matchmaking system. More on that soon. ⏱ Chapters TimeTopic00:00 | Opening — patch notes and a shorter newsletter 02:30 | Lewis Corner: Catalin Alexandru on game economy vs monetization 04:45 | Matt Ball joins Xbox 07:20 | The case for a free, ad-supported Xbox tier 12:00 | Greg's counter — you can't serve both audiences 17:30 | Why Steam, Sony, and Nintendo won't follow 22:00 | Microsoft's actual ad business, in context 25:15 | Reddit, Bond, and arguing with strangers 29:30 | The death of the open web 34:00 | Breadth vs depth — Greg's GamesBeat takeaway 38:15 | House cats for AI 42:00 | Forza Horizon 6 — first impressions 46:30 | GamesBeat recap 52:00 | Charlie Olsen and the Call of Duty matchmaking story 57:00 | Closing

These episodes of #thePOZcast, live from Transform 2026 in Las Vegas, are proudly brought to you by our friends at PIN. AI recruiting tools that automate candidate sourcing, screening, and scheduling across 850M+ profiles. Built for recruiters, agencies, and hiring teams. Learn more and check out a demo:  https://www.pin.com/book-a-demo?via=adam-posner Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcast For all episodes, please check out www.thePOZcast.com CHAPTERS: 00:00 – Serendipity: How This Episode Happened A mutual friend, a caffeine need, and a chance introduction — Adam welcomes Lívia Martini, CPO of Wellhub, in what turned into one of the most data-packed conversations in the series. 02:00 – Meet Wellhub: 16 Years, 100,000+ Partners A global wellbeing platform serving companies of all sizes across gym studios, personal trainers, nutrition, sleep, mental health, and physical health — one platform, fully personalized. 04:30 – The Adoption Problem: Why Great Benefits Get Ignored The biggest challenge in corporate wellness isn't the product — it's education and adoption. People leaders have to be genuinely bought in, and the first step has to be frictionless. 07:00 – How a Wellness Movement Starts Inside a Company What happens when adoption takes off: colleagues watching each other change, bad knees getting better, muscle being built. The movement becomes self-sustaining — but it has to start somewhere. 09:30 – 5% vs. 50%: The Adoption Gap That Defines the Market The industry average for gym-only wellness benefits is 5% adoption. Wellhub's platform sits at 40-50%. Breadth, personalization, easy onboarding, and people team support drive the gap. 12:00 – The 86% Number That Changes Everything 86% of employees say they would consider switching jobs if their company didn't offer wellbeing benefits — and that number is growing year over year. 15:00 – Wellness as a Healthcare Cost Strategy Healthier employees mean lower medical costs. Wellbeing benefits aren't a morale spend — they're a healthcare offset. The direct business case, made clearly. 17:30 – GLP-1s: Medication Is Only Half the Solution Why weight-loss medication without lifestyle change is unsustainable: muscle mass loss, bone density loss, the rebound effect. GLP-1s need to be paired with nutrition, exercise, and sleep to hold. 21:30 – Sleep Is a Weight Management Tool Most People Ignore Lívia's personal data: two to three nights of poor sleep raises her weight regardless of diet or exercise. The interconnected nature of sleep, weight, and wellness — and why all of it needs to be addressed together. 24:00 – AI at Wellhub: Coach, Recommendations & Selling at Scale An AI wellness coach, personalized content recommendations, and AI tools on the sales side to explain the product at scale across companies of all sizes and geographies. 26:30 – Letting Teams Experiment: The Chaos and the Clarity Wellhub gave its people teams license to experiment freely with AI — lived through months of productive chaos — and is now in the best practices sharing phase where one solution is solving 15 problems. 29:00 – Transform 2026: Connection Over Content Lívia's first Transform — and her verdict: the value is in the unscheduled moments, the hallway conversations, the person who sits down mid-introduction and becomes the best exchange of the conference. 31:30 – Where to Find Wellhub wellhub.com for product, partnerships, and getting in touch — and a reflection on what makes conferences like Transform genuinely worth attending. TAKEAWAYS: 1. 86% of Employees Would Consider Switching Jobs Over Wellbeing Benefits This is the most striking retention data point in the series. Wellhub's annual survey shows 86% of employees would consider or actively switch jobs if their company didn't offer wellbeing benefits — and the number is growing. For HR leaders and total rewards strategists, this moves wellness from ancillary to foundational in any competitive benefits package. 2. Industry Adoption Averages 5%. Wellhub's Is 40-50%. The gap between a generic gym benefit and a well-designed wellness platform isn't marginal — it's a 10x difference in adoption. The combination of breadth, personalization, easy enrollment, and people team support is what drives utilization from a footnote to a movement. Companies measuring benefits ROI by the number of options offered rather than the percentage of employees actually using them are measuring the wrong thing. 3. Wellness Benefits Drive Healthcare Cost Reduction The business case for wellness investment isn't just retention and morale — it's medical spend. Healthier employees drive lower insurance claims, fewer sick days, and more sustainable long- term healthcare costs. Lívia makes this connection directly: wellbeing benefits are a healthcare offset strategy, not a culture spend. 4. People Leaders Have to Be Genuinely Bought In — Not Just Compliant Adoption starts at the top. When HR and people leaders are personally using and visibly championing a wellness benefit — not just administering it — that signal travels through the organization. Lip service produces 5% adoption. Genuine conviction produces 50%. 5. A Wellness Movement Is Self-Sustaining Once It Starts The most powerful driver of wellbeing benefit adoption isn't communication or incentives — it's the moment employees start watching each other change. A colleague's bad knee gets better. Someone builds muscle. Someone sleeps through the night for the first time in months. Those visible transformations create organic pull that no marketing campaign can replicate. 6. GLP-1 Medication Without Lifestyle Change Is a Dead End Lívia's GLP-1 take is the clearest and most medically grounded in the series: the medication works by burning energy indiscriminately — it doesn't distinguish between fat, muscle mass, and bone density. Stop taking it without having built sustainable habits, and the weight returns. The medication is a tool, not a solution. Nutrition, exercise, and sleep have to accompany it for the program to hold. 7. Sleep Is a Weight and Wellness Variable Most Companies Aren't Tracking Lívia's personal data: two to three nights of poor sleep raises her weight regardless of diet or exercise. This connection — between sleep quality and metabolic health — is well-documented but largely absent from most corporate wellness conversations. Any wellbeing platform that doesn't address sleep is leaving a critical variable unaddressed. 8. Wellbeing Personalization Is the Future of Benefits Design The choose-your-own-journey model — where employees select their own wellness path from a broad menu of options, and can change it as their life changes — is the direction all benefits design is heading. One-size-fits-all packages are already failing on adoption metrics. The companies that move to personalized, flexible, employee-directed wellbeing will see the utilization numbers that justify the investment. 9. Give Your Teams License to Experiment With AI — Then Share What Works Wellhub's internal AI journey: give people teams permission to experiment freely, accept that it will be chaotic for a few months, and then create a structured best practices sharing process that surfaces the solutions that are actually working. The companies that are winning with AI internally right now aren't the ones with the most sophisticated strategy — they're the ones who started experimenting earliest and created feedback loops fastest. 10. The Best Conference Connections Are Unscheduled Lívia's first Transform validated something this series has heard repeatedly: the most valuable moments at conferences like this aren't the sessions — they're the conversations that happen between them. The person who sits down mid-introduction, the hallway exchange that turns into a 30-minute deep dive on AI adoption and change management. Conferences that create more space for that serendipity deliver more value than those packed with content.  

① Xi calls for higher-quality China-Russia strategic coordination. What does this say about the depth and breadth of ties?(00:45) ② Beijing and Washington reach preliminary trade outcomes. What new signals does this send?(14:45) ③ Taiwan Affairs Office slams Lai Ching-te as "disruptor of peace" and "creator of crises" following May 20 speech(25:10) ④ Local governments in China race to build "token factories." What trend does this reflect?(33:55) ⑤ Tesla abandons plans to build an EV factory in India. Why?(43:30)

In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor's mind: Does today's market feel like 1999?The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before losing it all on margin. Sonu remembers 75% of his engineering class having job offers by August of senior year. The vibes were very different then.From there, Ryan and Sonu dig into the numbers raising eyebrows. Semiconductors now make up roughly 22% of the S&P 500, up from around 6% at last April's lows. A telecom ETF built around AI infrastructure is up 44% year to date. These are not boring numbers. But beneath all that heat, sentiment is in the toilet, breadth is holding up, and credit spreads are making new cycle lows in ways that look nothing like the quiet deterioration that began in 1998. Ryan and Sonu make the case that this is not 1999. Not yet, anyway.Then Sonu drops inflation data that deserves a second read. Computer software and accessories, where AI token and cloud spending shows up in CPI, is running at an 83% annualized pace over the last three months. The Fed has a real problem. Ryan and Sonu walk through why stable jobs plus hard inflation plus a dovish Fed still adds up to bullish for equities, before closing out with a stronger-than-expected labor market update, a preview of the US-China trade meeting, and a record-breaking Uber ride from O'Hare to Cedar Rapids.Key Takeaways:Semiconductor stocks and AI infrastructure names are posting numbers that feel frothy on the surface, but earnings growth and genuine demand provide far more fundamental support than the dot-com era ever did.The NYSE advance decline line just hit an all-time high. In 1998, it peaked 18 months before the market did. That divergence is not happening today.AI-related inflation is real and showing up in the data. Computer software in PCE is running nearly 60% annualized over the last six months. This is not just an energy or tariff story.The S&P 500 has posted six consecutive weekly gains totaling over 16%, the second best such streak on record. One year later, the market has historically been up 17% on average.The labor market is quietly stabilizing. Blue-collar sectors that were bleeding jobs in 2024 are turning around, and prime-age employment sits at its highest ratio since before the 2008 financial crisis.The longer the Fed delays action on inflation, the greater the Volcker-style risk in 2027 or 2028. The AI capex boom has driven roughly 45% of real GDP growth over the last five quarters. When that fades, the math changes.Jump to:0:00 — Welcome and the 1999 Question2:00 — College Memories and Dot Com Vibes6:20 — New Highs with Rotten Sentiment10:30 — Frothy Semis and Leverage Lessons15:50 — AI Infrastructure Trade and Sector Gaps22:40 — Breadth, Credit Spreads, and Bull Signals33:10 — CPI Heat from Tariffs and AI Bottlenecks41:50 — Fed Risks and When Booms Break49:40 — Payrolls Update and Blue-Collar Turn54:20 — China Trade Talk, Travel Chaos, and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Colm and Thos are back to discuss two more diverse musical theatre gems from Colm's recent visit to Broadway: Ragtime and Maybe Happy Ending - one musical looking back - and one looking forward. They also discuss changing attitudes to taste and tastelessness in musicals - including the Doctor Crippen musical, Belle, and, perhaps surprisingly to a modern eye, the Titanic story itself - as well as more modern musical parodies like Titanique.  And is what was right with Ragtime in the 1990s now its main weakness in the 2020s?  All this and more in a jam packed in-depth episode (Warning: contains spoilers for Maybe Happy Ending)

In this episode, host Peter Bauman (Le Random's editor in chief) speaks with artists Trevor Paglen and Primavera De Filippi about Protocol art.The occasion is Strange Rules, the landmark group exhibition co-conceived by Hans Ulrich Obrist, Holly Herndon, and Mat Dryhurst, running at the Palazzo Diedo in Venice for the full duration of the Biennale. The show offers the most institutionally significant framing of protocol art to date, and Paglen and De Filippi represent two of its most distinct vantages.The conversation opens with the question of how each artist situates their practice within the protocol framework. Paglen, long known as a revealer of hidden infrastructures, reflects on a career built between systems observation and systems intervention. He and on how his new work Voyager marks a turn inward, toward consciousness rather than exposure. De Filippi, a longtime Protocol art theorist and one of the few artists to self-define as a protocol artist, walks through her Protocolism Manifesto and the decade-long Plantoid project that preceded it, sharpening a key distinction: the difference between making art on top of a protocol and making the protocol itself as the creative act.Meanwhile, our Monday Editorial with Shohei Fujimoto completes our Venice Biennale coverage for the week. (More to come!)00:04 Introduction & The Strange Rules Exhibition01:39 Trevor Paglen's Work: Voyager and the Pivot Inward02:49 Trevor Paglen on Protocol Art & Post-Minimal Influences04:57 Primavera De Filippi Defines Protocol Art & the Protocolism Manifesto08:13 Voyager Explained: AI That Hypnotizes You10:22 Plantoid: The Self-Replicating Blockchain Sculpture13:34 The Breadth of Protocol Art & the Venice Biennale as Platform17:43 Why Protocol Art Is Rising: Generative AI & the Meta-Layer20:57 Photography, Modernism & the Current AI Rupture23:35 Capital-A Algorithm: Fear, Critique & Alternatives26:36 Embracing the Algorithm: Open Source & Artistic Autonomy30:05 Consciousness, Entanglement & Voyager's Six Journeys33:41 Synthetic Life, Symbionts & Machine Qualia39:05 Protocol Art as a Lens for Economics, Politics & Technology42:34 Protocol vs. Instantiation, Copyright & Closing Thoughts

Beth Shearer, vice president-product for Abercrombie & Kent Travel Group (AKTG), talks with James Shillinglaw of Insider Travel Report at AKTG's 100 Club in Chicago about the wide diversity of luxury travel products offered by her company. From a vast network of DMCs and safari lodges to exotic river and expedition cruises, AKTG creates a bespoke experiences around the world. Shearer details what on offer now and in the future. For more information, visit www.abercrombiekent.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox. 

The Great White Way is still the centre of the musical theatre universe, and so it's no wonder that Colm's been filling his Broadway boots and is bursting to talk about it.  In this episode he sits down with Thos for an in-depth chat about just two of the shows he saw on a recent visit there - High Spirits, the 1964 musical adaptation of Noel Coward's comedy, Blithe Spirit, and that perennial favourite, The 25th Annual Putman Country Spelling Bee. With insights into the art of adaptation and an investigation into how the political and geographic context can change interpretation, you'll enjoy this fascinating episode. Warning - may contain guttersnipes!

how2invest kostenlos und ohne Risiko ausprobieren: https://how2invest.ch Kostenloses Erstgespräch https://richtiganlegen.ch/#Kontakt Link zu Ring The Bell Podcast https://www.ringthebell.ch Ein Jahr nach dem Zweig Breadth Thrust Signal vom 25. April 2025 ziehen wir Bilanz. Der US Aktienmarkt legte rund 30% zu und übertraf damit sogar den historischen Durchschnitt. Doch was steckt hinter diesem seltenen Indikator, warum ist die Marktbreite so entscheidend und welche Schlüsse kannst Du für Deine eigene Anlagestrategie ziehen? In dieser Folge ordnen wir die Entwicklung ein und zeigen, warum solche Signale wertvoll sind, aber niemals isoliert betrachtet werden sollten.

RenMac breaks down a powerful market rally masking weak breadth and narrow leadership concentrated in AI, semis, and energy. The team explores a soft underlying growth backdrop, slowing wage gains alongside rising prices, and why the Fed remains on hold despite mounting tension within the committee. They also discuss higher oil expectations, pressure on consumers, risks from concentrated momentum and “bubble” conditions in tech, and how markets are navigating a disconnect between strong earnings and fragile macro fundamentals.

The definitive Star Trek history is finally here! Join the "Trekstorians"—Derek Tyler Attico, Kelli Fitzpatrick, Jim Johnson, and Michael Dismuke—for an exclusive look at the groundbreaking new release from DK Books: Star Trek Timelines. Launching November 3, 2026, for the Star Trek 60th Anniversary, this 336-page hardcover masterwork charts the entire franchise history from the Big Bang to the end of the universe. We're diving into the Prime Universe, the Mirror Universe, the Kelvin Timeline, and even the "Year of Hell." Plus, we show you exactly how to use this book to level up your Star Trek Adventures RPG campaigns! In this episode, we explore: The Breadth of Trek: Covering everything from The Original Series to Strange New Worlds and Starfleet Academy. Character Evolutions: Deep dives into Michael Burnham, Jean-Luc Picard, and more. Alternate Realities: Navigating the complex timelines of the Multiverse. RPG Integration: How to use these 336 pages of lore for worldbuilding in Star Trek Adventures. Pre-order Star Trek Timelines here: Shop Adventure Ink Studio Tembo 0:00 The Big Announcement: Star Trek Timelines 02:30 Meet the Trekstorians: Writing the Lore 05:45 Inside the 336-Page Hardcover from DK Books 10:20 From TOS to Starfleet Academy: What's Included? 15:10 The Mirror Universe & Kelvin Timelines 20:45 Level Up Your Star Trek Adventures RPG Games 25:30 Release Date & Pre-Order Details  

Markets ended a volatile week at new all-time highs, but the path higher is getting more challenging. Despite ongoing consolidation, stocks remain extended above key moving averages, suggesting upside from here may be more limited than the sharp rally off recent lows. Under the surface, the market is still healthy. Breadth is improving, sector rotation is constructive, and earnings growth—especially in semiconductors and energy—continues to support higher prices. However, rising oil prices and interest rates are beginning to push inflation expectations higher, which could become a headwind. The message for investors is simple: stay constructive, but don't chase. Use strength to take profits, rebalance risk, and be patient for better entry points as markets either consolidate further or pull back. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/fcqpg6b8GPQ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #InvestingStrategy #RiskManagement #StockMarketNews

Charles Schwab's Joe Mazzola explains how investors are adapting to a "defensive-led" market into a strong risk-on pivot. The AI trade's strong rally into overbought territory is something he's watching, as he sees a notable pullback being stronger than many investors expect. Joe looks into market breadth to explain his concerns. On Intel (INTC), Joe makes the case that the stock is priced for perfection. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Markets pulled back slightly Monday but remain extended above key support levels, with momentum and relative strength still in overbought territory. Historically, when prices stretch this far above moving averages, the "gravitational pull" of those averages tends to bring markets back toward support. That doesn't mean an immediate decline, but it does suggest limited upside in the near term. The easy opportunity to deploy capital has likely passed for now. A better entry point will come—either through consolidation or a pullback driven by news or shifting sentiment. While the recent rally has been strong, it has also been narrow, with many stocks still trading below their 50-day moving average. Breadth is improving, but not convincingly enough to justify aggressive positioning. For investors, this is a time for discipline: manage risk, avoid chasing extended markets, and be patient. If recent volatility caused stress in your portfolio, it may be a signal that your risk exposure needs adjustment. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/hSb-tdMdmWc --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #InvestingStrategy #MarketOutlook #RiskManagement #TechnicalAnalysis

In this Daily Editorial, we are joined by TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. Despite a weekend of tense geopolitical news involving the U.S. and Iran, the markets have shown remarkable resilience. TG breaks down the technical reasons why the current price action reminds him of past "tariff tantrums". Key discussion points include: Market Resilience and Geopolitical Noise: An analysis of why the markets are seemingly shrugging off tensions in the Strait of Hormuz and what the "ceasefire" news means for near-term price action. The Return of Speculative Assets: Why the bottoms may be in for high-risk sectors like crypto and cannabis, and the specific signals indicating that speculative money is ready to move back in. Big Tech and Growth Sector Analysis: A deep dive into the "Magnificent Seven" and why individual names like Microsoft and Amazon are providing better setups than the broader indices. Breadth and Technical Indicators: Understanding the significance of 20-day and 50-day moving average breath and how positive divergences are signaling an internal market recovery. The Pullback Strategy: TG outlines his expectations for a "hard pullback" to shake out weak hands and why he views any dip toward key support levels as a primary buying opportunity. Stocks & ETFs Mentioned: $SPX, $RSP, $BITO, $MSTR, $MSOS, $MJ, $NTLA, $PRME, $MAGS, $FNGU, $MSFT, $AMZN, $GOOG.   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot    ----------------- 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.

In this talk, Nasser Qadri, AI Engineering Manager at Google, shares his unique career journey—from a PhD in Politics and International Relations to leading high-stakes AI initiatives. We explore the evolution of the AI Engineer role, the critical intersection of social science and machine learning, and how to build robust agentic workflows with engineering rigor.You'll learn about:- Moving beyond simple API calls to implementing full-stack engineering principles and "Agent Ops."- How a background in qualitative research and statistics provides a unique "moral compass" for building ethical AI.- A strategic roadmap for transitioning from non-traditional backgrounds into elite AI engineering roles.- Using design thinking and personal "pain points" to drive meaningful technical innovation.- Why traditional ML and model distillation will remain vital as we move from generalist LLMs to specialized, high-speed agents.- How to navigate the complex landscape of AI frameworks and build depth in your technical stack.TIMECODES:00:00 Transitioning from Social Science to Software Engineering07:45 Applying Statistical Rigor to Generative AI Evaluation12:10 Balancing Research Mindsets with Engineering Speed16:30 Managing Non-Deterministic Systems and Model Creativity20:15 Comparing AI Roles in Big Tech vs Startups24:40 Learning by Building: Solving Personal Pain Points31:50 Mental Frameworks for Problem Finders and Solvers36:15 Human-Centered Design in the Age of LLMs42:05 Beyond API Calls: Software Engineering Rigor for Agents45:50 Orchestration and the Rise of Agent Ops51:30 Depth vs Breadth in AI Framework Selection56:10 The Future of Latency and Traditional ML Integration1:01:20 When to Prioritize Model Distillation and Fine-Tuning1:02:10 Closing Thoughts and Future OutlookThis conversation is designed for software engineers, data scientists, and career-switchers looking to transition into the Generative AI space. It is particularly valuable for technical leaders in large organizations and startups who need to balance rapid AI prototyping with long-term system reliability.Connect with Nasser- Linkedin - https://www.linkedin.com/in/nasserq/Connect with DataTalks.Club:- Join the community - https://datatalks.club/slack.html- Subscribe to our Google calendar to have all our events in your calendar - https://calendar.google.com/calendar/r?cid=ZjhxaWRqbnEwamhzY3A4ODA5azFlZ2hzNjBAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ- Check other upcoming events - https://lu.ma/dtc-events- GitHub: https://github.com/DataTalksClub- LinkedIn - https://www.linkedin.com/company/datatalks-club/ - Twitter - https://twitter.com/DataTalksClub - Website - https://datatalks.club/

In this episode, Dave and Jamison answer these questions: Hey there, I started a new job in August at a large European retailer. There were ups & downs, but long story short, my weekly one-on-ones with my manager was either positive or neutral. This was my second job after graduating, so the firm factored in, I'd like to think, when setting expectations this was my first time switching codebases and tech stacks. On January 3rd, I was fired in the last month of my 6 month probation. This was a total surprise. My tech lead told me I required too much assistance from others to finish my tasks. Some part of me doubted the sincerity of my boss, since I asked for example pull requests or tickets where this was the case and he was unable to provide a single example, but obviously, like every dev, technical insecurities are a big part of my life. I'll be starting a new job at a prestigious newspaper in May, so here's my question. In a remote first environment, how do I determine if I'm meeting expectations? How do I gauge my standing in my team? How do I avoid a repeat? How do I effectively integrate myself into a codebase? Disclaimer: At the end of January, everyone in my department was hauled into a meeting and was told the retailer hired 11 external, Portuguese developers to ‘finish the job' since management wasn't happy with the output of the 9 internal developers (aka nearshoring) and no internal would get a pay increase this year. My tech's boss was also fired/forced out/quit before he could be fired. Trevor asks, How do I balance depth with breadth? At my current job, I am moved around projects/code bases all the time and I am exposed to a variety of technologies and subareas. That's cool but I feel like I only manage to face the consequences of our choices for a couple months until I am moved again. I think I need more time to really become an expert in any one area. At the same time, I dread getting stuck in maintenance work. It seems like most people around me (at my company or outside) find it boring and soul-sucking, and are only excited about major projects from scratch. Does a job that has a good balance of both exist and if so, how do I find it?

This episode of Excess Returns Weekly Wrap brings together the most important ideas from a packed week of interviews, covering AI and base rates, the Magnificent Seven, commodities, macro risks, and practical investing frameworks. Jack Forehand and Kai Wu break down key clips from Michael Mauboussin, Harris “Kuppy” Kupperman, Ben Hunt, Katie Stockton, and Aahan Menon to extract timeless lessons investors can apply across different market environments.The conversation moves from AI expectations and economic profit to geopolitical “common knowledge” moments, commodity dynamics, trend following, and the importance of thinking in probabilities and time horizons.Topics Covered:Why OpenAI's growth expectations are historically unprecedented and what base rates actually tell usHow base rates should guide expectations without limiting outlier outcomes like AmazonWhy large companies are growing faster today and the role of intangible assets and softwareThe concentration of economic profit in the Magnificent Seven and what it implies for valuationsWhy long-term time horizons create a structural edge in investingThe concept of “common knowledge” and how it reshapes markets during geopolitical eventsWhere AI value will accrue: companies vs consumers vs suppliersWhy commodities behave differently from stocks and bonds during supply shocksHow trend following works and why commodities are uniquely suited to itWhy investing is a probabilities game and how to manage uncertainty and position sizingHow technical indicators like the 200-day moving average should actually be usedTimestamps:00:00 Intro and overview of Weekly Wrap format00:02:05 Michael Mauboussin on OpenAI growth and base rates00:06:18 Why base rates matter but don't define outcomes00:09:50 Why large companies are growing faster than history suggests00:14:58 Kuppy on time horizons and avoiding short-term noise00:19:15 Ben Hunt on “common knowledge” and the Strait of Hormuz00:24:13 AI value accrual and consumer surplus vs company profits00:28:10 Commodities, backwardation, and why price trends differ from equities00:32:45 Trend following and why commodities exhibit stronger trends00:34:41 Investing as a game of probabilities and decision-making under uncertainty00:41:58 Katie Stockton on the 200-day moving average and technical signals00:46:20 Breadth, trend signals, and how technicals inform risk management00:50:30 Position sizing, uncertainty, and diversification frameworks00:55:40 Revisiting the Magnificent Seven and intangible assets00:59:00 Trend following frameworks and portfolio constructionCheck out the full episode and all of our interviews from this week on the Excess Returns YouTube channel and podcast platforms.

In this episode of the Planet MicroCap Podcast, I spoke with Travis Prentice, CIO of Informed Momentum Company, to break down what he's seeing beneath the surface of today's market—and where capital is actually flowing next. We dive into the concept of “Informed Momentum,” where price meets fundamentals, and why a faster, more disciplined approach is critical in a market increasingly driven by AI, infrastructure, and a shift back to the physical economy. Travis shares why breadth matters more than ever in capturing outsized winners, how to spot high-quality momentum versus noise, and why microcaps—after a long stretch of underperformance—may be setting up for a meaningful turn. This is a conversation focused on process, discipline, and staying aligned with what the market is doing—not what you think it should do. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them.  For more information about Informed Momentum Company, please visit: https://www.informedmomentum.com/  Chapters: 00:00 Welcome to Planet Micro Cap 02:33 Evolving Momentum Strategies 05:31 The Importance of Breadth in Momentum 07:21 Current Momentum Trends in Micro Caps 09:27 Understanding Momentum vs. Narrative 13:56 Challenges of Momentum in Micro Caps 16:22 AI and Structural Shifts in the Market 20:21 Comparing Current Changes to Past Disruptions 23:02 The Changing Landscape of Private Equity and Credit 28:18 Momentum Strategies in Micro Cap Investing 38:31 Navigating Trends and Exits in Momentum Investing Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

"Bounce levels" in the S&P 500 (SPX) will depend on where markets close Friday, says @CharlesSchwab's Joe Mazzola. Market breadth isn't helping push back U.S.-Iran volatility, as Joe points to less than 50% of SPX stocks trading above their 200-day SMA. He's waiting for a market "flush" before fear can truly begin to trickle out of markets. "It's hard for investors to place where they can hide," says Joe, noting headline-by-headline volatility constantly shifting market direction. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

A story about choosing the hard problem—and winning because of it. This episode is for sales-led SaaS founders who feel their product lead shrinking—and wondering what actually creates a position competitors can't close.Most founders chase obvious markets. Scott Reynolds chose a complicated one nobody else wanted.Scott, co-founder and CEO of UpCodes, is a trained architect who has lived the pain of navigating construction regulations. Weeks buried in phone-book-sized regulations that no software had organized—until he built it.While others built broad tools for obvious problems, Scott went narrow and deep. His conviction: if it's not dramatically better, it isn't worth building.And this inspired me to invite Scott to my podcast. We explore why going deep into one vertical beats building broad for everyone. Scott shares what forces professionals to call a tool irreplaceable, why vertical depth compounds, and what a decade of quiet data does when AI arrives. You'll discover why his bet keeps getting stronger.We also zoom in on two of the 10 traits that define remarkable software companies: – Aim to be different, not just better – Offer something valuable and desirableScott's story proves that remarkable companies find the problems others walk past—and build advantages that compound.Here's one of Scott's quotes that captures his thinking on competition in the AI era:"We view that marriage of our data and their data to give them a unique instance of AI that can just answer questions better than their competitor could. And I think that's a very critical component of competition in an AI era."By listening to this episode, you'll learn:Why a 10% improvement rarely moves anyone—and what threshold actually drives adoptionWhat choosing a vertical others ignore reveals about long-term defensibilityWhen combining your data with customer data creates an advantage nobody else can accessWhy the hardest problems to solve are often the strongest positions to ownFor more information about the guest from this week: Guest: Scott Reynolds, Co-founder and CEO UpCodesWebsite: up.codes

Assembling the "Engine" in Canine Structure Veteran breeder and judge Stephanie Seabrook Hedgepath joins host Laura Reeves to break down the dog's "engine" -- rear construction from croup anatomy and tail set to hock length and bend of stifle — helping breeders and judges understand how structure drives movement and longevity. The entire rear assembly in a dog is the engine that propels it forward. Stephanie and Laura unpack the anatomy and biomechanics behind a correct rear assembly, why balance matters more than any single piece, and how faults in the rear (or the front) can break a working dog down over time. The Rear as the Engine Stephanie describes the rear as a pole vault mechanism, driving the dog over its front assembly. The pelvis, sacral vertebrae (three fused bones), and hip joints form a solid, interconnected unit — and understanding how they work together is key to evaluating any breed. Croup Angle and Tail Set The croup's angle determines tail set and follow-through. A steep croup lets a dog reach far under itself but limits follow-through — the dog picks its foot back up instead of pushing off completely. A high tail set (Stephanie's memorable test: can you see the dog's anus from behind?) produces a tail that curls over the back and signals a structural problem, not just a cosmetic one. Hock Length: Short Isn't Always Better Not every breed needs a short hock. Whippets need length to generate speed. Corgis need enough leg to cover ground. The right hock length always comes back to the question: can this dog do the job it was bred to do? Bend of Stifle and Sickle Hock Too much bend in the stifle often produces an overly long rear pastern and a sickle hock — the dog can't stand square and loses its ability to push off effectively. Handlers may be able to mask it on the stack, but the dog's movement tells the truth. Why Balance Is Everything A dog that is straight both front and rear tires quickly but stays sound. A dog with a strong rear and a straight front is the most problematic combination — the front, held together only by muscle and ligament, will break down under the stress the rear generates. Movement is the proof of structure, and slowing a dog down in the ring often reveals problems that a fast gait conceals. Breadth, Loin and Feet Stephanie and Laura also cover the importance of croup width (muscling and power), loin strength and length, and breed-appropriate feet — reminding listeners that every element of the standard exists because it helped a dog perform its original function.

We spotlight how the Manhattan Optimists turn a simple motto, Friend of Youth, into concrete programs that open doors for kids and strengthen the city. From a thriving instrument drive to free t‑ball and flexible meetings, the club shows how service scales when people show up.• Purpose and history of the Manhattan Optimists since 1959• Band and orchestra instrument drive for families who cannot afford rentals• Breadth of impact with over 30 programs and grants• Partnerships with schools, Parks and Rec, and local nonprofits• Free t‑ball access for every five and six year old• Fundraising pillars: Christmas tree sales, chili crawl, spaghetti dinner and silent auction• Member recruitment through split breakfast and lunch meetings• Benefits of merging two clubs to expand reach and leadership• Youth recognition programs that build future service leaders• Practical advice for future civic philanthropy awardeesManhattanOptimist.com • Spaghetti Dinner at Pottorf Hall, March 28, 5–8 p.m., with silent auctionGMCFCFAs

Series: Lord's Supper CommentsService: Sun AMType: SermonSpeaker: Clint Andrews

Markets bounced Friday, recovering to close slightly above the 20-day moving average, but the story remains internal rotation—not a clean, broad-based trend. Energy and mega-caps carried the tape into the close, while this morning the leadership is shifting again, with Healthcare acting better (Eli Lilly notably higher) and much of the rest of the market looking flat. February is doing what it often does—acting like one of the weaker seasonal months—and the S&P 500 is up only about 1.2% year-to-date. Under the surface, sector bifurcation is pronounced: Energy, Industrials, and Basic Materials have posted outsized gains, while Technology, Financials, and Healthcare have lagged. That divergence is a reminder that "index level" calm can mask very real crosscurrents in risk. Breadth is also sending a message. The equal-weighted index continues to outperform, and roughly 65% of S&P 500 constituents are outperforming the index so far this year—an extreme not seen in decades. Strong participation isn't inherently bearish, but when performance becomes that broadly stretched, the probability of mean reversion and sharp reversals tends to rise. Bottom line: respect the rotation, don't chase what's extended, and stay disciplined on risk controls. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/Dule_eZoSBY --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketBreadth #SectorRotation #RiskManagement

Markets pushed higher Wednesday morning and ran straight into a key technical "traffic jam" as the 20-day and 50-day moving averages converged near the same level. Late-day selling pulled prices back toward the 50-DMA, and with futures slightly lower this morning, the big question is whether buyers step back in—or whether we start to see a more routine digestion of gains. The bigger tell right now may be the Dow Jones Industrial Average. The Dow has notched nine consecutive months of gains, a streak that's historically rare over long market history. When runs like this extend, it doesn't automatically signal a crash—but it does increase the odds of corrective action. If a Dow pullback shows up, it can easily spill into the S&P 500 and NASDAQ through sentiment and positioning. Breadth is improving, with roughly 65% of S&P 500 stocks trading above their moving averages. That's supportive for trend health—yet it's also a double-edged sword. When participation rises broadly, markets can correct broadly as well, even if the primary trend remains intact. Bottom line: we're not talking about a major breakdown. But a 3–5% pullback would be completely normal given the Dow's extended run and the market's proximity to key moving averages. That's why this is a good window to take partial profits, rebalance risk, and maintain discipline. If/when a pullback arrives, it can create a more favorable entry point to put that capital back to work. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV --- Watch the Video version of this report on our YouTube channel: https://youtu.be/zor3I7w1wLA --- Articles mentioned in this report: "Market Sector Review: Extreme Market Bifurcation" https://realinvestmentadvice.com/resources/blog/market-sector-review-extreme-market-bifurcation/ "Calm Market Waters Hide Fierce Undercurrents" https://realinvestmentadvice.com/resources/blog/calm-market-waters-hide-fierce-undercurrents/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #DowJones #TechnicalAnalysis #InvestingStrategy

Markets held the 100-DMA on Friday, but that support is in focus again today. The bigger issue is a negative divergence: price has risen while momentum and relative strength have faded. If the 100-DMA breaks, the next key level is the 200-DMA near 6,650—so stay disciplined on allocations, concentration, and risk. Breadth is improving: the gap between market-cap and equal-weight has narrowed, and equal-weight has led over the past six months. Energy, Utilities, Industrials, and Materials have been driving gains, but several are getting extended—take profits and rebalance where needed. Also watch Technology: it's oversold, and even a modest rebound could quickly shift leadership back toward mega-cap performance. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV --- Watch the Video version of this report on our YouTube channel: https://youtu.be/Qkkl5m8hY7w --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketUpdate #SP500 #TechnicalAnalysis #RiskManagement #MarketRotation

Astera Labs (ALAB) recently crushed earnings estimates and provided strong guidance for Q1 2026, yet the stock remains down. Why is the market hesitating?In this video, we break down the Q4 financials for Astera Labs and preview what to expect from Credo Technology (CRDO). We discuss the competitive landscape regarding re-timers and AECs, but more importantly, we expose a significant red flag regarding customer concentration, the Amazon warrant deal.www.chipstockinvestor.com/membershipIs Astera Labs buying revenue at the expense of shareholders? We also run a Reverse DCF valuation to see what growth is priced in at $144/share. https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formwww.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 - Astera Labs: Great Earnings, Bad Stock Action 01:10 - Credo & Astera: The High Growth Dilemma 01:58 - Retimers & Competition (Broadcom, Marvell) 03:00 - M&A Strategy: Consolidating the Market 03:52 - Astera Labs Q4 Financial Review05:14 - Credo Technology Preview: Niche Focus vs. Breadth 06:33 - The Major Risk: Customer Concentration (Hyperscalers) 07:29 - Explained: The Amazon Warrant Deal (Buying Revenue?) 10:18 - Astera Labs Valuation: Reverse DCF at $144 11:27 - Conclusion: Why These Are "Babysitter" Stocks*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#AsteraLabs #ALAB #Credo #CRDO #Semiconductors #StockMarket #Investing #ChipStockInvestor #AIfinanceNick and Kasey own shares of Credo

Peter Tuchman reports from the NYSE after a wild week ending on Friday the 13th/Valentine's Day. He says the Dow closed up around 49,500, inching back toward 50,000 after Thursday's significant, broad-based selloff, while buyers stepped in with intent on solid volume (about 1.4B shares) and strong advances over declines. He notes transports and industrials were up, tech remained under pressure, and he discusses anxiety around the AI narrative while arguing the tech trade is pausing rather than broken. He adds CPI came in a bit lower than expected, earnings have been softer, and more clarity is needed from upcoming economic data, inflation/employment updates, interest-rate-cut expectations, and political headlines. He mentions gold and silver had surged then pulled back, crypto remains under pressure, and margin calls may be forcing some selling elsewhere. He closes with Valentine's Day wishes and a reminder that a three-day market closure can create added weekend uncertainty. 00:00 Einstein of Wall Street Intro from the NYSE Floor 00:50 Friday the 13th Market Close: Dow Near 50K, SPY Recap 01:13 Today's Bounce After the Selloff: Volume, Breadth & Sector Check 01:55 AI/Tech Anxiety vs. the Bigger Bull Narrative 03:17 What's Driving Uncertainty: CPI, Earnings, and Lack of Clarity 03:46 Looking Ahead: February Catalysts, Fed/White House Headlines 04:16 Gold, Silver, Crypto Pressure & Spillover Into Stocks 04:44 Valentine's Day Sign-Off + 3-Day Weekend Warning 05:20 Final Goodbye: Trade Like Einstein Closing Remarks All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

In this episode, Liz Ann Sonders and Kathy Jones discuss the market's reaction to Kevin Warsh's nomination for Fed Chair, the potential rationale for lowering interest rates, and the drivers behind recent volatility in precious metals, while highlighting a broadening in market leadership thanks to more widespread earnings strength.Then, Liz Ann is joined by Dennis DeBusschere, President and chief market strategist of 22V Research. They discuss the implications of the declining dollar, the impact of AI on productivity, factor-based investing trends, monetary policy, some potential risks and opportunities in the market, and much more. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Technical analysis is not recommended as a sole means of investment research.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options [LINK Risk Disclosure Statement for Futures and Options: https://www.schwab.com/Futures_RiskDisclosure] prior to trading futures products.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0226-7UE0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A steady, broadening market week: breadth improved beyond the mega‑caps, volatility's blip faded, and PCE inflation continues to run at a pace consistent with the Fed's target while stale data keeps focus on next week's FOMC meeting. We also discuss the bond markets, Fed independence and the next Fed Chair. We wrap with a quick policy roundtable—credit‑card APR caps, potential GSE MBS buying, and housing supply signals—and what it could mean for portfolios. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 00:02:06 — This week's macro: initial unemployment claims steady; 3Q25 GDP revised up to 4.4%; PCE inflation trend; FOMC ahead.00:07:37 — Breadth & sector rotation; healthcare strength vs. tech consolidation; index context near the 50‑day.00:16:28 — Policy roundtable kicks off: proposed 10% credit‑card APR cap—bank and $70B card ABS implications.00:20:03 — GSE MBS buying discussion: potential mortgage‑rate effects and signaling on growth/deregulation.00:24:29 — Wrap up & disclosures; where to follow up with your advisor. Additional ResourcesRead: Key Questions: What Are the Top Changes to Social Security in 2026? | Key Wealth Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

It's just over two years ago that the journalist Katharine Hay, a year into her new job as rural affairs correspondent for The Scotsman newspaper, had an epiphany.'98% of Scotland is rural,' she recalls thinking, 'and here I am sitting in the two per cent urban area. It really doesn't feel like I'm doing the role justice.'What Katharine decided next changed her life: she decided to walk the length and breadth of the country. Armed with a tent, a camping stove, solid support from her editor and a hot water bottle from her mother ('I thought she was mad — it honestly turned out to be the single best thing I took with me'), she set off on what was supposed to be a six-month trek.2,000 miles and almost two years later, 'Hay's Way' is still going — and probably will be for at least another six months. 'For a woman, or indeed anyone walking alone like this, you're in a very vulnerable situation,' she tells James Fisher on the Country Life Podcast. 'But I've been blown away by the Scottish hospitality everywhere I've been.'On this wonderful episode Katharine recounts some of her adventures, from the joys of birdsong and red squirrels on sunny, summers day to a terrifying near-death experience climbing back up a cliff after visiting The Old Man of Hoy, and from coming face-to-face with an otter (adorable, if smelly) to a fishing boat trip in the Outer Hebrides that left her with sea legs so bad that she 'couldn't walk in a straight line for two days'.We can't recommend listening to this episode strongly enough — and to hear more you can sign up for her (free) newsletter on The Scotsman website, read her journalism, or follow her on Instagram or X.Episode creditsHost: James FisherGuest: Katharine HayEditor and producer: Toby KeelMusic: JuliusH via Pixabay Hosted on Acast. See acast.com/privacy for more information.

Today we note that yesterday's divergences in the US equity market internals were particularly large as Mag7 and banks suffered yesterday amidst otherwise strong market breadth, while silver stumbled on a double whammy of news but is already posting a comeback attempt. Elsewhere, we scratch our head at the situation over Greenland, remind of the critical stakes for energy and the Middle East at large as Iran's regime teeters and much more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

A Little Greek, A Little Sci-Fi The final half of the list of 2025 book reviews has more Greek, more sci-fi, and more indiepub goodness. Romance in space and space opera, talking pigs and talking frogs, first contact with aliens and first contact with demons, and good church history hymns and bad biblical archeology. TIMELINE: 00:00:00 – Introduction 00:00:25 – Medea by Euripides 00:01:56 – The Trojan Women by Euripides 00:03:13 – Charlotte's Web by E.B. White 00:06:40 – The Breadth of Creation by C.S. Johnson 00:08:40 – Revelation Space by Alastair Reynolds 00:12:34 – Prince Caspian by C.S. Lewis 00:14:16 – The Clouds by Aristophanes 00:16:23 – The Frogs by Aristophanes 00:17:48 – Shoot the Devil – Ten Tales of Humans Defeating the Demonic edited by Eric Postma 00:22:48 – Lifebinder by Blake Carpenter 00:26:48 – Starship Troopers by Robert A. Heinlein 00:29:39 – Theogony – Works and Days by Hesiod 00:31:22 – Blind Devotion – A Tale of the Van Meter Visitor by Ty Drago 00:33:39 – The Last Summer – A Tale of the Glawackus by Jacob Jones-Goldstein 00:35:34 – 3 Black Nights – An Urban Fantasy Horror Triple Feature! By T.J. Marquis 00:39:51 – The Moon Is a Harsh Mistress by Robert A. Heinlein 00:44:21 – Record of The Paladins – Book of Ivon and Ivoire by BP McCoppin 00:47:48 – After Moses Prodigal by Michael F. Kane 00:52:14 – The Shepherd Descends by J.A. Raithe 00:55:50 – Atlas of World War II – History’s Greatest Conflict Revealed Through Rare Wartime Maps and New Cartography Stephen G. Hyslop 00:58:26 – Stones Still Speak – How Biblical Archaeology Illuminates the Stories You Thought You Knew Amanda Hope Haley 01:02:59 – The One Year Book of Hymns – 365 Devotions Based on Popular Hymns Robert K. Brown , Mark Norton 01:04:35 – The Door in the Wall by Marguerite de Angeli 01:07:32 – DIEROCK 88 by S.A. Oliver 01:11:05 – Before The Coffee Gets Cold by Toshikazu Kawaguchi 01:14:45 – Conclusion Books mentioned in this episode: Medea by Euripides Kindle Paperback         The Trojan Women by Euripides Kindle Paperback           Charlotte's Web by E.B. White Kindle Paperback Audible         The Breadth of Creation by C.S. Johnson Kindle Paperback Audible         Revelation Space by Alastair Reynolds Kindle  Paperback Audible         Prince Caspian by C.S. Lewis Paperback           The Clouds by Aristophanes Kindle Paperback         The Frogs by Aristophanes Paperback           Shoot the Devil – Ten Tales of Humans Defeating the Demonic edited by Eric Postma Kindle Paperback           Lifebinder by Blake Carpenter Kindle Paperback           Starship Troopers by Robert A. Heinlein Kindle Paperback Audible         Theogony – Works and Days by Hesiod Kindle Paperback Audible         Blind Devotion – A Tale of the Van Meter Visitor by Ty Drago Kindle Paperback         The Last Summer – A Tale of the Glawackus by Jacob Jones-Goldstein Kindle Paperback           3 Black Nights – An Urban Fantasy Horror Triple Feature! By T.J. Marquis Kindle             The Moon Is a Harsh Mistress by Robert A. Heinlein Kindle Paperback Audible           Record of The Paladins – Book of Ivon and Ivoire by BP McCoppin Kindle Paperback Audible           After Moses Prodigal by Michael F. Kane Kindle Paperback           The Shepherd Descends by J.A. Raithe Kindle Paperback Audible         Atlas of World War II – History’s Greatest Conflict Revealed Through Rare Wartime Maps and New Cartography Stephen G. Hyslop Hardcover           Stones Still Speak – How Biblical Archaeology Illuminates the Stories You Thought You Knew Amanda Hope Haley Kindle Paperback Audible         The One Year Book of Hymns – 365 Devotions Based on Popular Hymns Robert K. Brown , Mark Norton Paperback           The Door in the Wall by Marguerite de Angeli Kindle Paperback Audible           DIEROCK 88 by S.A. Oliver Kindle Paperback Audible           Before The Coffee Gets Cold by Toshikazu Kawaguchi Kindle Paperback All episodes, short clips, & blog – https://www.cavetothecross.com  

US equities finished mostly higher in Thursday trading. Breadth was notably positive with equal-weight S&P outperforming the benchmark by more than 110 bp. Several dynamics in focus as market continues to wait for NFP, SCOTUS decision on IEEPA tariffs, start of Q4 earnings and Fed chair pick by President Trump.

Want a clear-eyed map of where AI is taking jobs, education, and leadership over the next five years? We dig past the headlines to examine why tech profits can soar while layoffs spread, why white-collar roles are suddenly vulnerable, and how students and mid-career professionals can protect their earnings in a market that rewards speed, strategy, and human touch.We unpack the difference between robots and cobots, showing how “human-in-the-loop” work changes which skills pay. Our guests lay out the roles most at risk—process-bound, formulaic, and repetitive—and the ones likely to endure: teachers, therapists, coaches, skilled trades, hands-on healthcare, and high-variance problem solvers. We also confront the student debt crisis head-on, tracing how policy fueled runaway tuition and what would change if bankruptcy protections returned. From there, we outline a practical reset for higher education: teach with AI, not against it; rebuild core critical thinking; expand internships and live projects; and use hybrid learning to cut costs while preserving high-value, face-to-face mentorship.Leadership gets a hard reboot too. Process optimization will be automated; intuition, synthesis, and empathy rise in value. Breadth beats narrow specialization as careers stretch across a dozen roles and multiple industries. We close with a grounded forecast: consolidation among AI winners, pressure on mid-tier firms, rapid white-collar automation, on-demand expectations everywhere, and a premium on social, strategic, and tactile work. If you're choosing a major, planning a pivot, or leading a team, this conversation offers concrete ways to stay relevant and resilient.If this resonates, follow the show, share it with a friend, and leave a quick rating. Your feedback helps more listeners find conversations that prepare them for the future of work.Support Our WorkThe Center for Demographics and Policy focuses on research and analysis of global, national, and regional demographic trends and explores policies that might produce favorable demographic results over time. It involves Chapman students in demographic research under the supervision of the Center's senior staff.Students work with the Center's director and engage in research that will serve them well as they look to develop their careers in business, the social sciences, and the arts. Students also have access to our advisory board, which includes distinguished Chapman faculty and major demographic scholars from across the country and the world.For additional information, please contact Mahnaz Asghari, Associate Director for the Center for Demographics and Policy, at (714) 744-7635 or asghari@chapman.edu.Follow us on LinkedIn:https://www.linkedin.com/company/the-feudal-future-podcast/Tweet thoughts: @joelkotkin, @mtoplansky, #FeudalFuture #BeyondFeudalismLearn more about Joel's book 'The Coming of Neo-Feudalism': https://amzn.to/3a1VV87Sign Up For News & Alerts: http://joelkotkin.com/#subscribeThis show is presented by the Chapman Center for Demographics and Policy, which focuses on research and analysis of global, national and regional demographic trends and explores policies that might produce favorable demographic results over time.

Markets are quietly sending important signals beneath the surface. Energy led early gains Monday, but strength broadened into financials as capital continued rotating from growth into value stocks. Over the past several weeks, value has steadily outperformed growth, while leadership has begun shifting away from mega-cap stocks into more underlying areas of the market. Notably, the S&P equal-weighted index reached a new all-time high, even as the cap-weighted index lagged. The performance gap between the two has narrowed from roughly 10% to about 6%, signaling improving market breadth. This rotation suggests investors are becoming more selective while positioning more defensively amid the potential for higher volatility. Technically, markets remain above the 20-day moving average and are close to triggering a short-term MACD buy signal. If follow-through continues near all-time highs, an upside breakout could provide additional tailwinds in the near term. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=sttQ3aaH4Rc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --- Articles mentioned in this report: 2026 Market Outlook Based On Valuations https://realinvestmentadvice.com/resources/blog/2026-market-outlook-based-on-valuations/ "Fed's Soft Landing Narrative Meets Economic Data" https://realinvestmentadvice.com/resources/blog/feds-soft-landing-narrative-meets-economic-data/ --- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #SectorRotation #ValueStocks #MarketOutlook #StockMarketToday

Distinguished Software Engineer Ryan Spletzer joins The PowerShell Podcast to talk about building a long-term career in tech through curiosity, continuous learning, and strong community connections. Ryan shares how PowerShell helped shape his path from early work in SharePoint, automation, and identity management to leading AI initiatives at Autodesk, where his team built an internal ChatGPT-style solution using Azure OpenAI before enterprise ChatGPT options existed. They also dig into AI-assisted coding, mentorship, and how foundational software engineering skills still matter more than ever. Ryan offers practical guidance for using AI tools responsibly, overcoming imposter syndrome, and growing by learning adjacent domains like authentication, networking, and data engineering.   Key Takeaways: • AI is a force multiplier for experienced engineers, but mentorship is critical to help early-career engineers learn how to ask the right questions and avoid “blind troubleshooting.” • Breadth matters as you level up. Understanding adjacent domains and collaborating well with others becomes a key differentiator at senior and staff levels. • PowerShell remains a career accelerator. Ryan explains how PowerShell led him into infrastructure automation, identity, and modern auth—and why it's still his go-to tool for quick, high-impact scripting today.   Guest Bio: Ryan Spletzer is a Distinguished Software Engineer at Autodesk, where he works in an internal organization focused on AI, data, and automation. With a background spanning SharePoint development, .NET engineering, identity systems, and enterprise automation, Ryan has spent years building tools that scale across organizations. He's also a strong advocate for continuous learning and mentorship.   Resource Links: Ryan links - https://www.spletzer.com/about/ Ryan's blog - https://www.spletzer.com/ Andrew's links - https://andrewpla.tech/links PDQ Discord – https://discord.gg/PDQ PowerShell Wednesdays – https://www.youtube.com/playlist?list=PL1mL90yFExsix-L0havb8SbZXoYRPol0B The PowerShell Podcast on YouTube: https://youtu.be/ryZ7OdvCNZo

2025 kept investors off balance, and Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Group turned to Art Hogan, Chief Market Strategist at B. Riley Wealth Management, to make sense of what actually drove the year. They dig into the gap between perception and reality on market breadth, why speculative pockets unraveled even as leadership widened, and how steady rate cuts, shifting Fed signals, and a softer labor backdrop shaped sentiment. Art also brings decades of perspective on small caps, mid caps, financials, healthcare, and the global forces that may matter most as investors position for 2026.Art Hogan, nor B. Riley Wealth Management, are affiliated with CWM, LLC.Key Takeaways:• Market leadership broadened: More sectors and stocks contributed to gains than investors realized• Speculative areas reset: High-risk themes sold off sharply despite broader market strength• Fed signals stayed mixed: Cuts continued while disagreements inside the committee grew• Labor data softened: Slower hiring and revisions added pressure beneath the surface• Cyclicals built momentum: Financials, healthcare, industrials, and global markets carried meaningful strengthJump to:0:00 — Setting the Stage for 20255:20 — Breadth, Sentiment, and Concentration Fears9:30 — Speculative Shakeout and AI Valuations13:45 — Pullbacks, Psychology, and Market Stats17:15 — The Everything Rally in Context20:40 — Small Caps, Transports, and Quality Leadership34:30 — Fed Cuts, Labor Signals, and the 2026 OutlookConnect with Art• LinkedIn: https://www.linkedin.com/in/arthogan/• X: https://x.com/ArthurHoganIIIConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com