Podcasts about broadening

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  • Dec 26, 2025LATEST
broadening

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Best podcasts about broadening

Latest podcast episodes about broadening

Excess Returns
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees

Excess Returns

Play Episode Listen Later Dec 26, 2025 57:29


In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 outlook and the idea of a “Great Inflection Point” for markets and the economy. Paul explains why the U.S. economy may be shifting from resilience to reacceleration, how artificial intelligence is moving from hype to measurable returns, and why market leadership could finally broaden beyond the Magnificent Seven. The conversation blends macroeconomic analysis, behavioral finance, and real-world portfolio implications, offering investors a framework for thinking about growth, risk, and diversification as we head into 2026.Main topics covered• The cycle, valuation, and sentiment framework and how it shapes investment decisions• Why economic growth may reaccelerate in 2026 after navigating policy headwinds• Accelerating AI adoption and what early signs of ROI mean for productivity and profits• The J-curve of new technologies and where AI may sit today• Capital spending, leverage, and profitability risks among hyperscalers and large tech firms• Energy demand, labor market impacts, and other societal risks tied to AI• Tariffs, immigration, and uncertainty as fading or manageable economic headwinds• Financial conditions, fiscal stimulus, and deregulation as emerging tailwinds• The gap between hard economic data and weak consumer sentiment• Why recession forecasts have been wrong and how to think about recession risk going forward• Inflation dynamics, the Federal Reserve's priorities, and the outlook for rates• The case for market broadening beyond the Magnificent Seven• Global diversification, small caps, international equities, and emerging markets• Behavioral finance, investor sentiment, and staying invested through volatility• Portfolio construction implications, including real assets and alternativesTimestamps00:00 Introduction and the Great Inflection Point outlook03:00 Cycle, valuation, and sentiment investing framework05:50 From economic resilience to potential reacceleration07:00 AI as a transformational technology and historical parallels09:20 Measuring returns on AI investment and productivity gains11:00 The AI J-curve and timing of benefits13:00 Capital intensity, leverage, and risks for big tech15:00 Energy demand, labor markets, and AI risks19:00 How Paul uses AI in his own research workflow20:30 The case for economic reacceleration into 202621:40 Tariffs and their real economic impact23:20 Immigration and labor supply effects24:10 Uncertainty, confidence, and business decision-making26:10 Financial conditions and household wealth28:00 Fiscal stimulus and the One Big Beautiful Bill Act29:20 Deregulation as a potential growth tailwind30:40 Hard data versus soft data in the economy34:10 Why recession forecasts failed37:10 Recession risk outlook for 202640:30 Inflation dynamics and the Fed's focus43:50 Broadening market leadership beyond the Magnificent Seven46:10 Investor sentiment, panic, and opportunity49:00 Translating macro views into portfolio strategy51:30 Real assets, alternatives, and diversification54:30 Investing lessons, compounding, and staying invested

BIT-BUY-BIT's podcast
Hearts On Fire | PMM 17

BIT-BUY-BIT's podcast

Play Episode Listen Later Dec 24, 2025 53:38 Transcription Available


In this episode of PMM, Jon & Max reflect on what the show has been, what it is, and where they want to take it next. They talk candidly about ditching rigid prep and Bitcoin-only rails to embrace broader, real‑world building: skills, tools, community, and practical sovereignty. From Jon's first local educational event with Fundamentals and Shadrach, to celebrating the high‑functioning doers in the Meshtadel, the focus is shifting toward action over theory—featuring people who actually build things, run businesses, and strengthen local resilience. BUY FUNDAMENTALS BOOK: https://zeuspay.com/btc-for-institutionsIf you're building in the physical world—carpentry, fabrication, energy, agriculture, logistics—we want to hear from you.Jon & Max outline plans to spotlight community makers via the Meshconomy boxes and profile series, and bring in experts who've scaled from tinkering to serious enterprise. Expect more voices, more practical guidance, and more bridge‑building between our digital chats and tangible outcomes. The invitation is open: if you're doing the work, come on and tell us what you've built and what others can learn from it.Stay Ungovernable.HELP GET SAMOURAI A PARDONSIGN THE PETITION ----> https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools DONATE TO THE FAMILIES ----> https://www.givesendgo.com/billandkeonneSUPPORT ON SOCIAL MEDIA ---> https://billandkeonne.org/VALUE FOR VALUEThanks for listening you Ungovernable Misfits, we appreciate your continued support and hope you enjoy the shows.You can support this episode using your time, talent or treasure.TIME:- create fountain clips for the show- create a meetup- help boost the signal on social mediaTALENT:- create ungovernable misfit inspired art, animation or music- design or implement some software that can make the podcast better- use whatever talents you have to make a contribution to the show!TREASURE:- BOOST IT OR STREAM SATS on the Podcasting 2.0 apps @ https://podcastapps.com- DONATE via Paynym to JON @ https://paynym.rs/+idealpresident82- DONATE via Monero @ https://xmrchat.com/ugmf- BUY SOME STICKERS @ https://www.ungovernablemisfits.com/shop/ALTAIR TECHNOLOGIESAltair Tech is your one-stop shop for pleb mining supplies. They carry Bitaxes, Urlacher Conversion Kits, Bitmain Antminers, Shrouds, etc. Anything you can think of when it comes to Bitcoin Mining :).Use the affiliate link above and don't forget to use code UNGOVERNABLE at checkout. LAKE SATOSHILake Satoshi is a private lake located on 130 acres of land in Mid-Michigan. Originally a gravel pit, Lake Satoshi has since evolved into a tranquil oasis for those who love the great outdoors and Bitcoin culture.With the growing popularity of Bitcoin, Lake Satoshi has become a hub for like-minded individuals to network, camp, collaborate, and enjoy all that the property has to offer.The Annual Lake Satoshi Retreat is a unique weekend-long event in August (8/02). Tickets are available and can be paid with bitcoin. YOU MAY ALSO PAY IN CASH UPON ARRIVAL. Camping all weekend, BBQ + BTC speaker panels Saturday, and breakfast Sunday all included.(00:00) Moving, Not Moving On(04:28) Digital to the Physical(12:22) Don't Go Building Bunkers(16:08) Broadening the Tent(22:28) A-A-Ron(29:03) "Be Like Water. Don't Be Like Sandcastle." - Jon Lee(32:24) What Will Stay The Same(34:29) Don't Be The Cunt Chasing Butterflies(39:28) ALTAIR(41:54) LAKE SATOSHI(43:16) The Meshconomy(48:06) Alright Buddy. Good Year.

TD Ameritrade Network
Broadening of the A.I. Trade in 2026

TD Ameritrade Network

Play Episode Listen Later Dec 23, 2025 8:16


The adaptation of A.I. has just begun heading into 2026 according to David Nelson, as more companies learn to use A.I. as part of their daily business and adapt their models to take advantage of cost savings, according to David Nelson. He thinks that Salesforce (CRM) will be able to take advantage of companies looking to expand their use of A.I. He also thinks that Alphabet's (GOOGL) Gemini has surpassed ChatGPT and that competition is continuing to heat up in the LLM space.======== 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

Vaughan Nelson Investment Management
Ep.328: (12.18.25) Broadening 2025 and 2026 Set Up

Vaughan Nelson Investment Management

Play Episode Listen Later Dec 18, 2025 5:53


Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the broadening of 2025's markets and returns and his near term 2026 outlook.

The Sherman & Tingle Show
Broadening Sherman's Holiday Movie Horizons - The Sherman and Tingle Show

The Sherman & Tingle Show

Play Episode Listen Later Dec 18, 2025 5:42


Tingle and Foster try to convince Sherman to watch "The Holiday" and open up to more Christmas movies, but he isn't having any of it!! He already has his top 5!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The KE Report
Joel Elconin - Market Year in Review: Broadening Rally, AI Reality Check & 2026 Outlook

The KE Report

Play Episode Listen Later Dec 18, 2025 19:14


In this KE Report daily editorial, we wrap up the year with Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network. Joel shares his high-level takeaways from a volatile but ultimately constructive market year, breaking down what worked, what faded, and which themes may carry into 2026. Key discussion points include: 2025 Market Recap & Broadening Participation - A look at index performance, the shift away from mega-cap dominance, and why broader sector participation has been a healthy development. Small Caps, Rates & Rotation - How easing rate expectations supported small caps and value, and why rotation beneath the surface matters more than headlines. AI Trade: Winners, Losers & Reality Checks - From overheated valuations to infrastructure “picks and shovels,” Joel outlines where AI enthusiasm cooled and where fundamentals are reasserting control. Macro Wildcards: Fed, Inflation & Politics - Tariffs, inflation data, rate cuts, and political noise - what markets are watching and what investors may be underestimating. Sentiment, Risk & Positioning - Why this bull market continues to climb a wall of worry, plus practical thoughts on portfolio positioning based on time horizon and risk tolerance.   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. Investing in equities and commodities 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.

The Stansbury Show
Have you been broadening?

The Stansbury Show

Play Episode Listen Later Dec 5, 2025 97:52


Broadening, Odell says 100 million isn't enough

Positively Living
End Overwhelm Through Intentional Scheduling with Naomi Lerman [Strategy Call]

Positively Living

Play Episode Listen Later Dec 1, 2025 52:56


Text your thoughts and questions!Many of us multi-passionates find ourselves in a constant battle of overwhelm and the draining feeling of having too much to do with too little time to do it. This is exactly how Naomi Lerman felt when she came to me seeking support with her decision fatigue and chaotic context switching while building her purpose-led business and raising her family. This week's episode 290 of the Positively LivingⓇ Podcast is a strategy call where I help Naomi Lerman end overwhelm through intentional scheduling. Naomi Lerman is a certified trauma-informed coach and founder of Victory Dance Coaching and the Victory Dance Method. A survivor and performer, she helps women heal from sexual trauma without reliving the past, reconnecting mind, body, and soul to build safety, joy, and self-trust. Through coaching, movement, and practical daily tools, Naomi guides clients to reclaim their voice, design aligned lives, and celebrate bold, embodied freedom.In this episode of the Positively LivingⓇ Podcast, you'll see how I coach Naomi to create a truly value-aligned schedule by leveraging her innate strengths and unlocking the core mindset shifts needed to foster ease, harmony, and self-worth.Naomi and I cover the following topics:Understanding how personality, strengths, and values impact productivity.The critical mindset shift of acknowledging and honoring the season of life you're in. Adopting the full task approach by bookending each task with prep and processing time.Broadening your capacity scope to look beyond the weekly calendar. Implementing an intentional closeout routine at the end of each day. The ultimate goal of productivity is not simply getting more done, but reaching the end of the day without questioning your worth. Ready to book a Clarity Call of your own? Head to https://positivelyproductive.com/plpclarity to get started.  Stop trying to fit into someone else's productivity rules! Grab my free Productivity Toolkit, a collection of workbooks designed to help you explore how you work, uncover what truly matters to you, and create your very own energy-friendly systems. Get it here: www.positivelyproductive.com/plpkitCONNECT WITH NAOMI LERMAN:Email: victorydancecoaching@gmail.com InstagramCONNECT WITH LISA ZAWROTNY:FacebookInstagramResourcesWork with Lisa! LINKS MENTIONED IN THIS EPISODE:(Find links to books/gear on the Positively Productive Resources Page.)Struggling to Prioritize When Everything Feels UrgentHow the Big 5 Personality Quiz Helps You Achieve MoreTackle Your To Do List in Four Simple Steps (4Ds Framework)Manage Your Time Better with Proper Transitions

The Parent-Teacher Project
71. Game Changers: How Sport Helps Kids to Thrive

The Parent-Teacher Project

Play Episode Listen Later Nov 25, 2025 29:38


In this episode of The Parent-Teacher Project, we speak with Nick Giorgiou, Head of Sport at Redfield College, father of four, and lifelong athlete, about how sport can shape the character of young people and help them thrive in today's world.  Nick shares how discipline, resilience, teamwork, and emotional intelligence learned through sport extend far beyond the playing field. He reflects on the life lessons that come from both victory and failure, and how sport offers young people a powerful space to grow in confidence, connection, and character.  Discussion Points:   1. The Role of Sport in Character Formation  Nick explains how sport helps young people grow essential virtues such as perseverance, generosity, and self-mastery—traits that prepare them for challenges in school and life.  2. Learning from Failure and Building Resilience  From missed goals to lost games, Nick highlights how setbacks teach valuable lessons about perseverance, humility, and growth.  3. The Power of Teamwork and Communication  Sport creates opportunities to work with others, develop leadership, and learn how to move together toward a common goal—even with people you might not always agree with.  4. Emotional Intelligence on the Field  Nick discusses how emotional regulation, self-awareness, and reading others' emotions are as crucial to success as physical skill—and how coaches and parents can nurture these qualities.  5. Encouraging Without Pressure  For parents whose children aren't naturally "sporty," Nick highlights ways to make movement enjoyable rather than obligatory; focusing on fun, participation, and connection instead of results.  6. Broadening the Definition of 'Sporty'  Nick invites listeners to expand their view of sport to include diverse activities—from rock climbing to dance—emphasising openess and enjoyment over competition.    Join the Conversation   Sport is more than a game; it's a classroom for life. It's where young people discover the value of effort, learn to handle success and disappointment, and experience the strength of teamwork and friendship.  How do we, as parents and teachers, nurture these lessons beyond the field? How can we model discipline, humility, and respect when emotions run high; whether we're cheering from the sidelines or guiding a PE class?  Perhaps most importantly, how can we ensure sport remains a joyful space for every child, regardless of skill level or competitiveness?  We'd love to hear your thoughts.  Share your own stories or reflections with us online, how has sport shaped you, your students, or your children?    You can:    Follow us on Instagram @growingheartspodcast    Find out more about the Pared Foundation: visit our website    Discover our schools by visiting: pared.edu.au/openday    Remember to hit SUBSCRIBE/FOLLOW so you don't miss out on any of our future episodes   

Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance
202: Broadening the non-cat ILS landscape: Artemis London 2025

Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance

Play Episode Listen Later Nov 20, 2025 59:51


This podcast episode features the third panel discussion of the day at Artemis London 2025, a session focused on the non-catastrophe opportunities in ILS, from our fourth cat bond and insurance-linked securities (ILS) conference in the City of London, UK, held on September 2nd 2025. The panel, titled "Broadening the non-cat ILS landscape", was moderated by Des Potter, Special Advisor, Lloyd's (INED – Howden Capital Markets & Advisory). He was joined by: Jonathan Gray, Chief Underwriting Officer, Pool Re; Sébastien Bamsey, Managing Director, Howden Capital Markets & Advisory; Callum O'Rourke, Vice President, Neuberger Berman; and Fergus Reynolds, Head of ILS, Cedar Trace. Our expert speakers discussed the non-catastrophe insurance-linked securities market, highlighting its still relatively small but now growing size. Key areas of focus included terrorism, cyber, and quota share structures to access broader types of risk, as well as innovations around stop-loss notes and the potential for investors to access new classes of risk via Lloyd's.  The panel emphasised the need for transparency, modelling accuracy, and building investor comfort, particularly in non-property risks.  They also discussed the role of London Bridge in facilitating ILS transactions at Lloyd's and the importance of continued regulatory responsiveness and cost-efficiency.  The conversation underscored the potential for growth in non-cat ILS, driven by demand for flexible capital and diversification benefits, but also noted that communicating the opportunity is key with both cedents and investors. Listen to this full podcast episode from our Artemis London 2025 conference to learn more about insurance-linked investment opportunities outside of catastrophe risks.

Service Drive Revolution with Chris Collins
SDR #334: TOXIC SHOP CULTURE FIX: How to Reset Your Dealership & Win Back Your Technicians

Service Drive Revolution with Chris Collins

Play Episode Listen Later Nov 17, 2025 35:57


Service Managers and Fixed Ops leaders: Are you losing control? If you're struggling with inconsistent productivity, low technician morale, and a shop where management has lost authority, you know the stakes are high. Your culture is toxic, and it's killing your business. In this episode of SDR #334, Chris Collins and Christian deliver the essential 6-STEP BLUEPRINT for service managers ready to stop the chaos, regain authority, and rebuild a high-performance team. This process is tough, but it's the ultimate cheat code for leadership success. This episode provides the actionable strategy to fix your shop's toughest problems, including: ✅ The counter-intuitive first step: Connect before you correct. Don't try to muscle your authority back. ✅ How hiring new blood immediately signals the end of the "old regime." ✅ Transforming chaos into "Law & Order" to boost tech productivity ✅ The surprising truth: Your "grumpy" techs crave approval and acceptance more than anyone. ✅ Using Gamification and the Daily Scoreboard for instant efficiency gains and accountability. ✅ Broadening your technicians' perspective by teaching them how a financial statement works. If you are a leader dealing with a tough shop culture right now, watch this episode. Learning to fix this problem one time will be the single most valuable lesson of your management career.  #ToxicShopCulture #ServiceManager #TechnicianMorale #FixedOps #ServiceAdvisor #DealershipLife #AutoRepairShop #ShopProductivity #ChrisCollins #ServiceDriveRevolution #AutomotiveLeadership #TechRetention #DealershipTraining #shopculture

Mere Mortals
ENJOY YOUR FUCKING LIFE OR YOU'RE GONNA DIE | Adventures Are Fun & Exciting

Mere Mortals

Play Episode Listen Later Nov 16, 2025 70:23 Transcription Available


Let's help Juan find some excitement in the daily grind!In Episode #501 of 'Meanderings', Juan and I discuss: the shifting meaning of “adventure” across seasons of life, adventure beyond skydiving (think ballet classes, new walking routes, digital art experiments and structured learning), how vicarious adventures through kids or friends can scratch the itch without derailing priorities, a note on podcasting 2.0's KeySend/LNURL Lightning shift and practical ideas to add novelty without burning your foundations.Huge thanks to Petar for the support, much appreciated! Stan Link: https://stan.store/meremortalsTimeline:(00:00:00) Intro(00:01:17) Framing adventure and seasons of life(00:05:21) Reality check: priorities, phases and filtering ideas(00:09:41) Broadening experiences: ballet, novelty without risk(00:15:42) Travel temptations vs relationship goals(00:18:57) Miniadventures and planning around family life(00:23:03) Designing doable novelty: tracks, cafes and small switches(00:29:56) Tiny tweaks to shake patterns: routes, movement, mindset(00:32:38) Routine builds longterm payoffs(00:36:00) Boostagram Lounge(00:41:39) Swapping motivation for systems: dating, friends and classes(00:47:16) Big projects as adventures: the gym dream and obsession(00:53:03) Finding excitement in small stakes: digital art and curiosity(00:54:56) Living history: AI race, power and echoes of the space race(01:02:11) Perspective at the park: Luma Lads, comparison and gratitude(01:08:09) Wrapup: comments, Discord and socials Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Boostagram: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast

Moneycontrol Podcast
4907: Decoding NDA's Bihar landslide, NHAI's InvIT plan & India Inc's broadening recovery | MC Editor's Picks

Moneycontrol Podcast

Play Episode Listen Later Nov 14, 2025 4:51


Tune in to this edition of Moneycontrol Editor's Picks for our in-depth coverage of the Bihar election results - from the big picture view to what resonated with voters, the new M-Y axis and takeaways for the losers. Also find our coverage from policy, to markets, to corporate deals, including an interview with Tata Steel's Managing Director TV Narendran who weighs in on India's manufacturing capability. 

Lance Roberts' Real Investment Hour
11-10-25 The Rocket Market - AI, Risk, and What Comes Next - Tom Thornton Interview

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 10, 2025 59:29


Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

The Real Investment Show Podcast
11-10-25 The Rocket Market - AI Risk and What Comes Next - Tom Thornton Interview

The Real Investment Show Podcast

Play Episode Listen Later Nov 10, 2025 59:30


Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this "Rocket of a Stock Market." From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

OncLive® On Air
S14 Ep44: Research Innovations Spark Promise for Broadening the HR+ Breast Cancer Armamentarium Post-CDK4/6 Inhibition: With Kevin Kalinsky, MD, MS, FASCO

OncLive® On Air

Play Episode Listen Later Nov 7, 2025 9:39


In today's episode, we had the pleasure of speaking with Kevin Kalinsky, MD, MS, FASCO, about the evolving treatment paradigm for hormone receptor (HR)–positive breast cancer post-CDK4/6 inhibition, as well as the need for more advanced therapies to improve patient outcomes in this setting. Dr Kalinsky is a professor and director in the Division of Medical Oncology of the Department of Hematology and Medical Oncology at Emory University School of Medicine, as well as the director of the Glenn Family Breast Center and the Louisa and Rand Glenn Family Chair in Breast Cancer Research at Winship Cancer Institute in Atlanta, Georgia. In our exclusive interview, Dr Kalinsky discussed combination therapies that have shown promise for the management of HR-positive breast cancer following endocrine therapy, factors influencing treatment selection for patients who have received prior CDK4/6 inhibition, best practices for genomic testing in this population, and breast cancer research highlights from the 2025 ESMO Congress.

#PTonICE Daily Show
Episode 1974 - Thrust manipulation: evolving our understanding & broadening our application

#PTonICE Daily Show

Play Episode Listen Later Nov 6, 2025 48:09


Dr. Justin Dunaway // www.ptonice.com In today's episode of the PT on ICE Podcast, ICE CEO Jeff Moore & Total Spine division leader Justin Dunaway sit down to discuss the efficacy of thrust manipulation, particular for acute pain, hypermobility, & radiculopathy. Jeff & Justin discuss emerging research in thrust manipulation, acknowledgement of short-term benefits, and the application of manipulation into daily practice. Take a listen to the episode or check out the full show notes on our blog at www.ptonice.com/blog If you're looking to learn more about our Persistent Pain Management course or our online physical therapy courses, check our entire list of continuing education courses for physical therapy including our physical therapy certifications by checking out our website. Don't forget about all of our FREE eBooks, prebuilt workshops, free CEUs, and other physical therapy continuing education on our Resources tab.

The afikra Podcast
"The Future is Not a Grave" With the NYU Institutes | Masha Kirasirova & Tishani Doshi

The afikra Podcast

Play Episode Listen Later Nov 4, 2025 53:29


"The Future Is Not a Grave" is a three-day workshop happening next week at NYUAD which explores futurisms and futurescapes across the MENA, Gulf, and Indian Ocean regions. In this collaborative episode with NYU Abu Dhabi Institute, conveners Tishani Doshi and Masha Kirasirova delve into challenging despair, fostering collective imagination, and integrating diverse perspectives from artists, scholars, and performers. Discover how this initiative seeks to redefine conversations about the future, moving beyond conventional narratives and embracing a more open-ended, tolerant, and inclusive approach.November 10-12, 2025 in Abu Dhabi

The Best of the Money Show
Investment School - Why global diversification matters in today's markets

The Best of the Money Show

Play Episode Listen Later Oct 30, 2025 21:48 Transcription Available


Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital, about why global diversification is crucial in today’s markets. With interest rates, policies, and growth patterns diverging across regions, investors who rely on a single market risk being left behind. Broadening exposure to emerging markets and less correlated assets could be key to balancing risk and unlocking new opportunities. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Veterinary Vertex
Inside The Bowl: What Home-Prepared Dog Diets Reveal

Veterinary Vertex

Play Episode Listen Later Oct 29, 2025 17:15 Transcription Available


Send us a textEver wondered what's actually inside a “homemade” dog diet—and whether it truly keeps dogs healthy? We sat down with researchers Drs. Janice O'Brien and Audrey Ruple from the Dog Aging Project to pull back the curtain on what owners are really feeding, what the data reveals, and how to make home-prepared meals complete and balanced without guesswork. The conversation starts with a major survey upgrade: moving from simple checkboxes to detailed free-text responses that capture real ingredients, supplements, and routines. That shift exposes a surprising truth—most DIY bowls contain nine to ten ingredients, far beyond chicken and rice, yet many still miss key nutrients for maintenance.We walk through the practical and the personal: how to take a smarter diet history in the exam room, what owners should ask before they shop, and which tools can reliably build balanced recipes. Instead of fear or food wars, we focus on action. Consulting a board-certified veterinary nutritionist, using validated recipe platforms, and leveraging commercial base mixes can transform care and confidence. We also explore the long game. Do incomplete diets quietly shape future health risks? Which deficiencies matter most over time? Longitudinal data from the Dog Aging Project aims to turn those open questions into guidance that protects joints, skin, metabolism, and longevity.There's another layer that deserves attention: diversity among human owners. While our canine cohorts are broad, our human samples often aren't. Culture, income, education, and access influence feeding choices, shopping habits, and follow-up care. Broadening who participates in pet nutrition research makes our recommendations more realistic and more fair. By the end, you'll have a clearer view of where homemade feeding succeeds, where it stumbles, and how to build a plan that meets your dog's needs today and supports health tomorrow.If this conversation helped you think differently about dog nutrition, subscribe, share with a friend who home cooks, and leave a quick review—your feedback helps more pet owners find science they can use.AJVR article: https://doi.org/10.2460/ajvr.25.06.0216INTERESTED IN SUBMITTING YOUR MANUSCRIPT TO JAVMA ® OR AJVR ® ? JAVMA ® : https://avma.org/JAVMAAuthors AJVR ® : https://avma.org/AJVRAuthorsFOLLOW US:JAVMA ® : Facebook: Journal of the American Veterinary Medical Association - JAVMA | Facebook Instagram: JAVMA (@avma_javma) • Instagram photos and videos Twitter: JAVMA (@AVMAJAVMA) / Twitter AJVR ® : Facebook: American Journal of Veterinary Research - AJVR | Facebook Instagram: AJVR (@ajvroa) • Instagram photos and videos Twitter: AJVR (@AJVROA) / Twitter JAVMA ® and AJVR ® LinkedIn: https://linkedin.com/company/avma-journals

Honoring the Journey
Broadening the Narrative: Honoring the Journey of Nicki Pappas

Honoring the Journey

Play Episode Listen Later Oct 27, 2025 71:38


Today we welcome my longtime friend, Nicki Pappas, for a deeply personal and vulnerable conversation. Nicki shares her story of growing up in the Southern Baptist church, navigating fundamentalist spaces, and ultimately deconstructing her faith. We also explore themes of spiritual abuse, self-love, embodiment, therapy, and the journey toward authenticity. Nicki opens up about her evolving beliefs, coming out as queer, and the importance of living a life rooted in love rather than fear. The episode is rich with reflections on family, community, boundaries, and the courage it takes to embrace one's true self. Find out more about Nicki at https://www.nickipappas.comPoints of Interest:Nicki's upbringing in a Southern Baptist church and transition into more fundamentalist spaces.The impact of church teachings on fear, anxiety, and self-worth.Experiences with spiritual abuse and leaving a toxic church environment.The role of therapy (especially Internal Family Systems) and embodiment practices in healing.The importance of curiosity, vulnerability, and authenticity in personal growth.Reflections on self-love, boundaries, and letting go of people-pleasing.Nicki's journey of coming out as queer and exploring non-monogamy.The influence of key figures like Donna Powell and the power of love at the end of life.Insights on parenting, breaking generational cycles, and giving children tools for emotional health.The value of community, safe spaces, and finding peace with being misunderstood.Embracing joy, freedom, and living for the sake of love rather than out of fear or obligation. Honoring the Journey is hosted, produced and edited by Leslie Nease and the artwork for the show is also created by Leslie Nease.Want to get updates/announcements and a FREE Deconstruction Journaling Prompt PDF? Sign up for Leslie's Monthly Newsletter! You can do that HERE.Pick up Leslie's new book, Honoring the Journey: The Deconstruction of Sister Christian here.Interested in working with Leslie as your Life/Faith Transitions Coach? Check out her website and learn more about what she offers! https://www.leslieneasecoaching.comIf you'd like to be a part of the Honoring the Journey Team on Substack, click here! You can find her work and also support her financially if you desire.Would you like to leave a voicemail for Leslie? Click here!If you are looking for community as you deconstruct or just a place to go and enjoy the company of people who are seekers, learners and who are looking to connect with the Divine without religious baggage, please join the Private Facebook Community! Leslie is very passionate about connection and community, so if that sounds like you, please come join us! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Providence Bible Church Sermons (Denver, CO)
Joanna Meyer: Excel Still More: Broadening Our Vision for Life & Work with Christ - Firm Foundations: Building A Life That Lasts

Providence Bible Church Sermons (Denver, CO)

Play Episode Listen Later Oct 19, 2025


Returns on Investment
Broadening the impact tent with Impact(ed) podcast hosts Eric Horvath and Lucas Turner-Owens

Returns on Investment

Play Episode Listen Later Oct 8, 2025 28:17


Impact(ed) co-hosts Lucas Turner-Owens and Eric Horvath join David Bank to reflect on the evolving landscape of impact investing. They discuss the pendulum between values and business case for impact, the push for broader accessibility, and the diverse voices shaping season two of their show.Check out season two of Impact(ed) wherever you listen and on impactalpha.com

TD Ameritrade Network
Markets "Broadening Out" Ahead of Earnings, "Holding Pattern" Impact on FOMC

TD Ameritrade Network

Play Episode Listen Later Oct 6, 2025 9:27


When it comes to market themes, one that Charles Schwab's Liz Ann Sonders is watching how investors are "broadening out" to seek new value plays. She adds that as earnings season approaches, it won't be about the earnings themselves but instead the outlook companies post. Cooper Howard turns to the bond market and explains how a fixed income "holding pattern" affects the Fed's outlook.======== 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

The Leftover Pieces; Suicide Loss Conversations
Widen the Lens, Reach In; Patty Born on Loss, Connection, & Showing Up

The Leftover Pieces; Suicide Loss Conversations

Play Episode Listen Later Sep 30, 2025 74:59


Today I share a recent conversation I had with a two-time suicide loss survivor, including her beloved son Zack in Sept. 2024.Meet Zack's MomPatty Born is a board-certified Psychiatric Mental Health Nurse Practitioner, licensed massage therapist, and nurse coach-in-training who integrates mind-body care. A two-time suicide loss survivor—her ex-husband (2012) Cahrlie, and her 19-year-old son, Zachary (Sept 2024)—Patty speaks openly about grief, stigma, and what truly supports healing. Her mission: normalize mental health conversations in healthcare and everyday life, and honor Charlie and Zack through the work she does.What we discuss:Awareness as education: why information isn't enough without honest, ongoing (hard) conversations.Reaching in vs. waiting for a reach-out: how to show up—practically, consistently, without tiptoeing.Disconnection as a health issue: the social and communal fractures driving distress—and what rebuilds belonging.Mental health is health: integrating mind-body care and making support an ordinary part of life, not a crisis add-on.Broadening risk: suicide can touch any family; dismantling stereotypes and widening our “who might need help” lens.Inner-circle codes: creating a shared signal for “I need to talk” vs. “I really need to talk”—and how to respond.Trauma aftercare: recognizing trauma (acute and cumulative) and the long-tail support people actually need.Parenting and loss: honoring Charlie and Zack while navigating meaning, purpose, and the day-to-day.Healthcare culture shifts: what clinicians can do differently tomorrow to reduce shame and increase safety.At the core, this episode insists that connection is protective—and that we can't wait for people to reach out; we have to reach in. Make help easy with clear signals and simple plans, and treat trauma care like rehab: structured, paced, and long-term. Ditch stereotypes about “who's at risk,” widen the lens, and talk about mental health the way we talk about any health—openly, without shame. That's how we honor the people we've lost and keep showing up for the ones still here.

Excess Returns
The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports

Excess Returns

Play Episode Listen Later Sep 27, 2025 68:41


In this episode, we sit down with Jim Paulsen to analyze the latest economic and market data through his lens of decades of market experience. Jim shares insights from his Paulsen Perspectives research, covering the job market, the Fed, inflation, valuations, investor confidence, and what they all mean for the future of the economy and markets. We explore why confidence is so low despite a bull market, how Fed policy is shaping market dynamics, and where investors might want to focus as the cycle evolves.Topics covered in the episode:The job market's pivotal role in driving the economy and Fed decisionsWhy recent Fed rate cuts may mark a turning point in market support systemsThe narrowness of the bull market and how innovation-driven firms diverge from traditional cyclesInvestor confidence, the “misery index,” and recession probability modelsHow easing may broaden market participation beyond large-cap growthWhat “animal spirits” mean for small caps, high beta, and IPOsThe disconnect between inflation, bond yields, and growth measuresGold, cash, crypto, and tech as “fear assets” in today's environmentThe impact of tariffs on profits, wages, and inflation expectationsValuations in context: historical perspective and the upward bias of multiplesTimestamps:00:00 Introduction and market overview02:00 Fed easing, inflation, and recession risks09:00 Bull market without normal supports17:00 Narrow leadership and innovative companies23:55 Confidence and the misery index29:35 Yield curve, recession probabilities, and Fed policy34:00 Broadening of market participation37:00 Animal spirit stocks and small caps38:00 Inflation, bond yields, and resource unemployment43:20 Copper-gold ratio and yields45:10 The role of gold in portfolios50:00 Cash, crypto, and tech as defensive assets54:00 Tariffs, inflation, and profit margins59:00 Inflation persistence vs. wage growth01:01:10 Valuations and the upward bias in multiples01:07:00 Closing thoughts and takeaways

Vaughan Nelson Investment Management
Ep.319: (09.25.25) Rate Cuts & Broadening Market

Vaughan Nelson Investment Management

Play Episode Listen Later Sep 26, 2025 7:36


Chris Wallis, CEO and CIO at Vaughan Nelson, shares his recent market observations after a rate cut and what he sees behind the broadening market rally.

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People
Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People

Play Episode Listen Later Sep 23, 2025 21:10


Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions. We follow the retirement planning journey of a fictional couple, Dwight and Angela, who are three to five years from retirement, using the SIFT framework shared by Rohit Bhargava and Ben duPont in their book “Non-Obvious Thinking”, to shed light on hidden financial opportunities. Outline of This Episode [00:00] Broadening perspectives on retirement strategies. [03:11] Making time to reflect to get better clarity on retirement plans.  [07:05] Expand your perspective by looking for alternative experiences and advice beyond typical financial practices. [11:05] Focus on solving the right problem to combat overwhelming options. [14:58] Explore other investment opportunities like a business 401k, HSA, or brokerage account. [17:35] Coordinated financial planning strategies for our case study couple. ***********

Best In Wealth - Best Practices for Real People, Investments, Retirement Planning, Money Management, Wealth Building, Financi

Most investors have been ignoring international stocks lately because the US market has been performing so well—but that strategy might backfire this year, with international markets significantly outpacing American stocks. In this episode, I dive into why diversifying globally isn't just smart investing; it's essential for long-term wealth building. We explore how the US currently dominates 61% of world market capitalization, but history shows this wasn't always the case—and it won't necessarily continue. I share four key reasons international investing should be part of your portfolio: it reduces geographic risk when any one country hits turbulence, gives you access to high-growth emerging markets that have delivered spectacular returns, protects you through currency diversification, and helps overcome the natural tendency to only invest in familiar companies. The numbers tell a compelling story—while the S&P 500 is up around 12% this year, international developed markets are up nearly 30%, and some individual countries have delivered returns of 50-90% in recent years. Whether you're completely US-focused or wondering how much international exposure makes sense for your situation, this episode provides the data and reasoning you need to build a more resilient, globally diversified portfolio. I also touch on an interesting parallel between portfolio diversification and gut health—turns out both benefit from variety and balance. Outline of This Episode [01:12] The importance of the gut microbiome for health. [03:42] International markets surpass US performance right now. [06:24] International diversification mitigates geographic risk. [10:25] A globally diversified portfolio balances volatility and gives opportunity for growth. [13:49] invest internationally to protect against domestic currency depreciation. [15:13] Why to overcome a behavioral home country bias. [17:06] Review your health and financial diversification. Building a healthier, more resilient investment portfolio. Broadening your approach—whether it's what you eat or where you invest—can improve your long-term outcomes. Did you know that we all have an ecosystem of microbes living within our intestines? Science increasingly shows that a highly diverse gut microbiome is linked to better health, well-being, and more healthy years well into old age. A thriving gut health requires at least 30 different types of plant-based foods each week. The greater the diversity, the more kinds of helpful bacteria can flourish, supporting everything from digestion to immunity. Just as variety improves gut health, diversity is equally essential in investing. Many Americans have opted to remove international stocks from their portfolios, citing the recent dominance of U.S. markets. I want to push back on this trend, with these important points: The Shifting Sands of Market Dominance: As of early 2024, U.S. markets make up approximately 61% of the world's capitalization. The next-largest...

CroneCast
The Counsel of Older Women

CroneCast

Play Episode Listen Later Sep 18, 2025 41:13


Lisa and Trudy are joined by prolific author Merilyn Simonds to chat about the benefits of inter-generational friendship, the creative process and why women are so much more than the roles they play.Read our blog: CroneCast.caShare your questions and comments at cronecast.ca/contact.  We want to hear from you about all things crone.--From This Episode–Walking with Beth: Conversations with My Hundred-Year-Old Friend by Merilyn Simonds Woman, Watching: Louise de Kiriline Lawrence and the Songbirds of Pimisi Bay by Merilyn Simonds(00:55) - Introducing Merilyn Simonds and Beth Robinson (06:47) - I want that woman as my friend (11:03) - Boundaries (19:40) - The writing process (24:11) - Broadening the scope of who you are (32:06) - Friendships as we age --Credits-- Hosted by Trudy Callaghan and Lisa Austin Produced by Odvod MediaAudio Engineering by Steve GlenOriginal music by Darrin Hagen

TD Ameritrade Network
Broadening Equity Ownership in U.S. Changing Consumer Behavior

TD Ameritrade Network

Play Episode Listen Later Sep 11, 2025 8:38


Kevin Davitt from Nasdaq discusses “responsive single names” pushing indices higher across the board, such as the Alphabet (GOOGL) lawsuit story and Broadcom (AVGO) earnings. He discusses the positive sentiment this year around technology vs negative sentiment around healthcare and how that affects market conditions. Kevin also discusses how equity ownership has broadened in the U.S. over the last few years, and how having a stake in the stock market changes consumer behavior. He gives some trends to watch in the options market.======== 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

TD Ameritrade Network
Horwath: Market Pullback Healthy, Look for Market Broadening

TD Ameritrade Network

Play Episode Listen Later Sep 2, 2025 6:36


A market pullback right now is healthy, argues Mike Horwath as stocks sink to start September. He hopes the market will continue to broaden to “signal strength beyond the top seven names.” Mike is looking for opportunities in AI spending, especially in auxiliary companies, and highlights that AI capex is, broadly, being funded by free cash flow rather than debt.======== 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

Mike Fabarez Sermons on Focal Point
Broadening Our Acceptance

Mike Fabarez Sermons on Focal Point

Play Episode Listen Later Aug 31, 2025 48:41


Stop prejudging fellow church members by outward measures or their worldly pasts, and accept them as redeemed new creations in Christ.

Compass Bible Church - Weekend Services
Living More Like Jesus: Broadening Our Acceptance (2 Corinthians 5:16-17) | Pastor Mike Fabarez

Compass Bible Church - Weekend Services

Play Episode Listen Later Aug 31, 2025 48:45


Stop prejudging fellow church members by outward measures or their worldly pasts, and accept them as redeemed new creations in Christ.

Excess Returns
Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally

Excess Returns

Play Episode Listen Later Aug 28, 2025 61:55


In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed's policy stance, inflation risks, and what's really happening beneath the surface of the stock market. Jim explains why the headline numbers often mask the struggles of many companies, why the S&P 500 looks stretched while much of the market remains undervalued, and what investors should watch as we head into the fall.Weak GDP growth, jobs slowdown, and why the U.S. may avoid recession despite sluggish dataHow fiscal policy, tariffs, the dollar, and monetary policy are shaping growthWhy corporate profits outside the S&P 500 remain below trend despite large-cap strengthThe Fed's inflation obsession, the 2% target debate, and Jackson Hole policy shiftsJim's case that inflation fears are overblown, with supporting data on CPI, PPI, wages, and expectationsHistorical supports for bull markets (liquidity, interest rates, dollar, confidence) and why they've been missingDivergence between S&P 500 valuations vs. the rest of the marketStructural disconnect between small/mid-caps and large-cap earningsThe opportunity for market broadening if the Fed eases policyWhat Jim will be watching heading into year-end00:00 – Economic growth slowdown and risks of recession02:00 – Policy backdrop: fiscal, monetary, dollar, and tariffs07:00 – Why recession may still be avoided15:00 – Powell, Jackson Hole, and the Fed's inflation stance24:00 – Are inflation fears overblown?36:00 – Inflation surprise index and momentum37:00 – What supports bull markets (liquidity, rates, dollar, confidence)41:00 – Trendline analysis: S&P vs. broader market47:00 – Russell 2000 earnings vs. S&P 500 divergence52:00 – Corporate profits divergence and policy implications59:00 – What Jim is watching heading into year-end

The BreakPoint Podcast
Broadening Death and Cheapening Life: The Organ “Shortage”

The BreakPoint Podcast

Play Episode Listen Later Aug 21, 2025 6:55


The Bible may not talk about organ donation, but it does have a lot to say about life. _____________ Get updates for the Truth Rising documentary at truthrising.com/colson. 

Spiritual Life and Leadership
282. The Cost of Bias in the Church, with Erin Devers, author of The Unbiased Self

Spiritual Life and Leadership

Play Episode Listen Later Aug 21, 2025 51:11


Send me a text! I'd love to know what you're thinking!Bias isn't always about the big, obvious issues. Sometimes it shows up in the subtle, everyday moments—like who we compliment, who we listen to, and how we respond to change. It's part of being human, but as leaders, it's our calling to become aware of those biases so we can lead with greater humility and clarity.In this episode, Erin Devers, author of The Unbiased Self, shares the science behind bias, why it's so hard to see in ourselves, and how anchoring our identity in Christ creates the freedom to lead—and live—in a much healthier and more effective way.THIS EPISODE'S HIGHLIGHTS INCLUDE:Bias is anything that prevents people from seeing reality accurately, not just issues of race or gender.Erin Devers describes a "cute" experiment where giving compliments—even insincerely—boosts happiness for both giver and receiver.People underestimate how enjoyable giving and receiving compliments will be, which shows a bias against social engagement.Erin Devers highlights that everyone has biases, and recognizing them is foundational to personal and spiritual growth.People have a "bias blind spot," making it much easier to see others' biases than their own.Erin Devers emphasizes Jesus' teaching about removing the plank from one's own eye as a reference to addressing personal bias.Self-esteem plays a major role in bias, as people spin stories to feel good about themselves, sometimes at the expense of accuracy.Attempts to feel right and to feel good about oneself are two core sources of bias in human thinking.Markus Watson connects the discussion to everyday church life, pointing out how bias impacts how pastors perceive congregants.Erin Devers explains that a secure identity as a child of God and sinner saved by grace allows Christians to pursue accuracy rather than always needing to be right.Rooting identity in something secure—whether faith-based or intrinsic human value—helps people approach disagreement with less defensiveness.Broadening perspective, such as considering larger life questions or relational values, helps reduce bias in emotionally charged situations.Erin Devers discusses the difference between fast thinking (quick, automatic judgments) and slow thinking (deliberate, reflective thought) and how both relate to bias.Habit formation and intentional practices like reducing social media can create space for deeper connection, reflection, and less biased engagement within communities.Markus Watson addresses how pastors identify which congregants will support or resist change, revealing how bias shapes leadership decisions.Erin Devers encourages church leaders to acknowledge the collective bias toward doing what is easiest when leading change, while grounding stability in God's presence.RELEVANT RESOURCES AND LINKS:Erin Devers, Indiana Wesleyan UniversityBooks mentioned:The Unbiased Self, by Erin DeversRelated episodes:252. Navigating the Pain of Being Othered, with Jenai AumanGet Becoming Leaders of Shalom for free HERE.Click HERE to get my FREE online course, BECOMING LEADERS OF SHALOM.

TD Ameritrade Network
Broadening SPX & 20-Day SMA Crucial to Bull Run, Gold's "Quintuple Top"

TD Ameritrade Network

Play Episode Listen Later Aug 7, 2025 6:31


Kevin Green says the SPX did a "phenomenal job" on Wednesday holding the 6,300 — and now has 6,400 on the radar. He says as long as a broadening rally and 20-day SMA holds, that resistance can be broken. On gold, Kevin explains the commodity's "quintuple top" and weighs on whether it signals upside or downside price action.======== 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

ETF Edge
ETFs for tax efficiency, the momentum run and broadening out from Big Tech 8/4/25

ETF Edge

Play Episode Listen Later Aug 4, 2025 11:06


Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July's fund inflows. Plus, getting tax efficient with ETFs. We examine Astoria's approach with its US Enhanced Core Equity ETF. Todd Rosenbluth, VettaFi director of research, and Bruce Lavine, Astoria Portfolio Advisors head of ETFS and COO, discuss all.

Associations Thrive
150. Lindsay Currie, Executive Officer of CUR, on Strategic Planning, Board Coaching, and Broadening Participation

Associations Thrive

Play Episode Listen Later Jul 31, 2025 30:04


How can undergraduate research prepare students for civic engagement in a complex world? How should associations respond when the work of their members is under attack?In this episode of Associations Thrive, host Joanna Pineda interviews Lindsay Currie, Executive Officer of the Council on Undergraduate Research (CUR). Lindsay discusses:CUR's mission to expand access to undergraduate research and its proven long-term impact on student success, graduation rates, and civic engagement.The current challenges facing CUR members, including political and funding pressures on research and higher education.The organization's new strategic plan, CUR 2030, which features three major goals and includes cross-cutting themes: broadening participation, organizational sustainability, and communication.The decision to shift from “DEI” language to “broadening participation” to maximize inclusivity and participation, while still preserving the core values.CUR's investment in a board coach to help shift from a “doing board” to a “strategic board” culture, and how that coach continues to foster executive and board collaboration.A rigorous and confidential nominations process that improves the quality and alignment of board candidates, avoiding the pitfalls of popularity contests.A layered onboarding process for new Board members, including coaching, board retreats, and annual reorientation to ensure all board members are aligned and equipped to lead strategically.CUR's emphasis on data, standards, and recognition to position itself as a leader in undergraduate research across higher education institutions.A comprehensive rollout strategy for the new plan, starting with CUR's 300 elected volunteers and culminating in a Fall 2025 campaign for the broader membership.References:CUR WebsiteLindsay Currie's Previous Episode on Associations Thrive from October 2022ASAE's ForesightWorks Framework

The Big Fat Gay Podcast
Episode 226: Broadening Broadway

The Big Fat Gay Podcast

Play Episode Listen Later Jul 30, 2025 45:59


This week we talk about a new documentary exposing the Biggest Loser and an online tool from ProPublica to help reverse health insurance denials. Then we discuss fat casting in musicals.

Nerd Journey Podcast
Steady Build: Broadening Exposure and the Priceless Perspective of People Management with Daniel Paluszek (2/3)

Nerd Journey Podcast

Play Episode Listen Later Jul 29, 2025 43:15


Excess Returns
The Case for a Broadening Bull Market | Jim Paulsen

Excess Returns

Play Episode Listen Later Jul 25, 2025 57:43


Subscribe on Apple Podcsastshttps://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999Subscribe on Spotifyhttps://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFcSubscribe on YouTubehttps://www.youtube.com/excessreturnsIn the premiere episode of our new monthly series, The JimPaulsen Show we dig into Jim's latest research and the charts that definetoday's economic and market landscape. Jim lays out a compelling case for whythe private sector is more resilient than many believe, why a recession may notbe on the horizon, and why so many parts of the market still look cheap despiterecord index levels. We explore the implications of tariffs, theunderappreciated productivity boom, the potential for a market broadening, andthe risks posed by policy uncertainty.Whether you're a macro thinker, a data-driven investor, orjust trying to make sense of this confusing market, Jim brings clarity, charts,and contrarian insight.

Let’s Talk Memoir
186. Broadening a Memoir's Scale, Accessibility, and Audience featuring Mallory McDuff

Let’s Talk Memoir

Play Episode Listen Later Jul 24, 2025 33:20


Mallory McDuff joins Let's Talk Memoir for a conversation about expanding a project from straight memoir to broaden its accessibility and audience, feedback from editors about what's marketable, placing an essay to help sell a book, starting a memoir  in the middle of the story, death and choices we can make that align our final wishes with the values we hold in our life, conversations around burial, making less of an impact on the earth, how detachment from death and dying is relatively new in our culture, allowing scenes to stack upon themselves, how to weave the personal throughout the whole book to take the reader with us, and her new memoir Our Last Best Act: Planning for the End of Our Lives to Protect the People and Places We Love.    Also in this episode: -living with and on the earth -climate justice -mirroring real conversations in memoir   Books mentioned in this episode:  The Comfort of Crows by Margaret Renkl Wild Spectacle by Janisse Ray Soil by Camille Dungy Briefly Perfectly Human by Alua Arthur The Green Burial Guidebook by Elizabeth Fournier From Here to Eternity by Caitlin Doughty   Mallory McDuff writes and teaches environmental education at Warren Wilson College, a liberal arts school that integrates academics with work and community engagement. She lives on campus with her two daughters in a 900-square foot house with an expansive view of a white barn, a herd of cows, and the Appalachian mountains of Western North Carolina, an area still recovering from the impacts of Hurricane Helen. Her writing examines the intersection of people and places for a better world.    She is the author of the books Love Your Mother: 50 States, 50 Stories, and 50 Women United for Climate Justice (Broadleaf Books); Our Last Best Act: Planning for the End of Our Lives to Protect the People and Places We Love (Broadleaf Books); Sacred Acts: How Churches are Working to Protect Earth's Climate (New Society Publishers); Natural Saints: How People of Faith are Working to Save God's Earth (Oxford University Press) and co-author of Conservation Education and Outreach Techniques, 2nd Ed., (Oxford University Press).    In addition, she has published 20 articles in academic journals and more than 50 essays in The New York Times, The Washington Post, WIRED, BuzzFeed, The Huffington Post, Sojourners, and more. She received her Ph.D. from the University of Florida, M.S. from the University of South Alabama, and B.S. from Vanderbilt University.  Connect with Mallory: Website: https://mallorymcduff.com/ Facebook: https://www.facebook.com/mallory.mcduff Instagram: https://www.instagram.com/mallorymcduff1/ X: https://x.com/malmcduff Link to purchase Our Last Best Act: https://bookshop.org/p/books/our-last-best-act-planning-for-the-end-of-our-lives-to-protect-the-people-and-places-we-love-mallory-mcduff/16147581?gad_source=1&gclid=Cj0KCQiAu8W6BhC-ARIsACEQoDCXXHpQuMQxxUoTaRQmdReLz7lFh-2qI4DYUvze6KyZm6hPclcqrZ4aAkMzEALw_wcB   – Ronit's writing has appeared in The Atlantic, The Rumpus, The New York Times, Poets & Writers, The Iowa Review, Hippocampus, The Washington Post, Writer's Digest, American Literary Review, and elsewhere. Her memoir WHEN SHE COMES BACK about the loss of her mother to the guru Bhagwan Shree Rajneesh and their eventual reconciliation was named Finalist in the 2021 Housatonic Awards Awards, the 2021 Indie Excellence Awards, and was a 2021 Book Riot Best True Crime Book. Her short story collection HOME IS A MADE-UP PLACE won Hidden River Arts' 2020 Eludia Award and the 2023 Page Turner Awards for Short Stories.  She earned an MFA in Nonfiction Writing at Pacific University, is Creative Nonfiction Editor at The Citron Review, and teaches memoir through the University of Washington's Online Continuum Program and also independently. She launched Let's Talk Memoir in 2022, lives in Seattle with her family of people and dogs, and is at work on her next book. More about Ronit: https://ronitplank.com Subscribe to Ronit's Substack: https://substack.com/@ronitplank Follow Ronit: https://www.instagram.com/ronitplank/ https://www.facebook.com/RonitPlank https://bsky.app/profile/ronitplank.bsky.social   Background photo credit: Photo by Patrick Tomasso on Unsplash Headshot photo credit: Sarah Anne Photography Theme music: Isaac Joel, Dead Moll's Fingers

Tech Path Podcast
SEC Commissioner Hester Peirce INTERVIEW!

Tech Path Podcast

Play Episode Listen Later Jul 21, 2025 25:54


The Crypto Task Force seeks to provide clarity on the application of the federal securities laws to the crypto asset market and to recommend practical policy measures that aim to foster innovation and protect investors. On this episode, we dive into the current roadmap of crypto regulation and how the SEC may also explore the use of blockchain solutions for it's own tech stack.Guest: Hester Peirce, SEC CommissionerSEC Crypto Task Force Website➜https://www.sec.gov/about/crypto-task-forceFollow Hester Peirce on Twitter➜https://bit.ly/HesterX00:00 Intro00:45 Crypto Task Force: 2025 Accomplishments03:55 Tokenized Securities & The Rise of 24/7/365 trading05:14 Unlocking Tokenized private equity07:15 Broadening access to private equity10:55 5 Years Later - Gamestop problem fixed with tokenization?12:55 Fee-Sharing tokens considered memecoins or securities?15:40 Ban “Accredited Investor” + One-Click Capital Formation?19:10 Upgrading SEC Tech Stack with blockchain tech20:40 SEC Cross-Chain Push Notifications for investors?22:36 Should congress ban KYC & User Data collection?23:55 zk-KYC a possible technical solution for SEC?24:40 Hester Peirce's personal wishlist25:22 Outro#Crypto #Ethereum #XRP~SEC Commissioner Hester Peirce INTERVIEW!

Investor's Edge
Broadening! [07.09.2025]

Investor's Edge

Play Episode Listen Later Jul 9, 2025 40:36


https://garykaltbaum.com/

Investor's Edge
Broadening Out [07.02.2025]

Investor's Edge

Play Episode Listen Later Jul 2, 2025 40:36


https://garykaltbaum.com/

The Bid
222: U.S. Equities: Getting Granular on Market Insights and Sector Trends

The Bid

Play Episode Listen Later May 30, 2025 21:10


After two years of full steam ahead for U.S. equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world?Carrie King, U.S. and Developed Markets Chief Investment Officer for BlackRock's Fundamental Equities group will discuss market volatility, rotations and the state of the U.S. equity market.Sources: Q2 Equities Outlook, BlackRock 2025Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Introduction to Market Volatility and The Equity Landscape02:00 Recap of Previous Discussion and Market Trends03:48 Broadening of the Equity Markets04:27 US vs. Global Market Performance05:13 Drivers of Market Rotation and Volatility06:28 Fundamental Shifts in the Market09:15 European Market Outperformance12:11 US Exceptionalism and Future Outlook15:11 Health of US Corporations and Consumers18:14 Investor Sentiment and Future Outlook19:20 Conclusion and Investor Takeaways

Metta Hour with Sharon Salzberg
Ep. 262 – Anxiety Series: Scott Barry Kaufman

Metta Hour with Sharon Salzberg

Play Episode Listen Later Apr 15, 2025 50:11


For episode 262, Sharon speaks with Scott Barry Kaufman as part of the Metta Hour Anxiety Series.In this series, Sharon is speaking with Mental Health experts, providers and researchers for tools to work with anxiety in increasingly challenging times. Dr. Scott Barry Kaufman, Ph.D., is a cognitive scientist and humanistic psychologist exploring the depths of human potential. He is founder of the Center for Human Potential and founder of Self-Actualization Coaching. Scott is the author of eleven books, including Rise Above, his forthcoming book set for release in 2025. Scott is also host of The Psychology Podcast— which has received over 30 million downloads. In this conversation, Sharon and Scott speak about:• Having growth motivation• Shifting the narrative of anxiety• Scott's childhood experiences• Curiosity versus grit• How to shift out of fear• Creating space around anxiety• Welcoming our beautiful monsters• Broadening the Window of Tolerance• Experiencing a sense of bothness• Scott's new book, Rise Above• Victim versus empowerment mindset• Learned Hopefulness• Finding the light within• Pros and cons of sensitivity• The blessings of gratitude and aweThe episode closes with Scott leading a Tonglen practice.You can learn more about Scott's work right here and check out his new book, Rise Above, right here.Check out the first two episodes in the Anxiety Podcast Series with Dr. Jud Brewer right here and Dr. Jenny Taitz right here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.