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Hour 2 of the Bob Rose Show, on the next steps in the Middle East attack on Iran, who the regime is retaliating against, the threats to US personnel, and evidence of a ramped-up nuclear program. Plus, all of Tuesday morning's breaking news stories for 3-3-26
In dieser Folge von Betreutes Fühlen sprechen Leon und Atze über ganz neue Gefühle und die Frage, was diese uns bringen. Von Nostalgie als tödlicher Krankheit bis zu Doomscrolling, Ökoangst und Impostor-Syndrom: Wir schauen, was Emotionshistoriker:innen über emotionale Trends sagen – und warum Begriffe mehr tun, als nur zu beschreiben. Warum hilft es, Gefühle feiner zu benennen? Und wo brauchen wir Kritik an einer übertherapeutisierten Gefühlskultur? Fühlt euch gut betreut Leon & Atze Instagram: https://www.instagram.com/leonwindscheid/ https://www.instagram.com/atzeschroeder_offiziell/ Mehr zu unseren Werbepartnern findet ihr hier: https://linktr.ee/betreutesfuehlen Tickets: Atze: https://www.atzeschroeder.de/#termine Leon: https://leonwindscheid.de/tour/ Vorverkauf 2026: https://betreutes-fuehlen.ticket.io/ Quellen Barclay, K. (2025). Imagining neo-emotions: Historical perspectives. Emotion Review. https://doi.org/10.1177/17540739251359945 Barclay, K. (2025). Loneliness in world history. Routledge. Bound Alberti, F. (2019). A biography of loneliness: The history of emotions. Oxford University Press. Cottingham, M. (2023). Neo-emotions: An interdisciplinary research agenda. Emotion Review, 16(1), 5–15. https://doi.org/10.1177/17540739231198636 Deutschlandfunk Kultur. (o. J.). Gefühle, Emotionen, Millennials: Gefühligkeit und Sprache. https://www.deutschlandfunkkultur.de/gefuehle-emotionen-millenials-gefuehligkeit-sprache-100.html Dodman, T. (2018). What nostalgia was: War, empire, and the time of a deadly emotion. University of Chicago Press. Hardy, S. (o. J.). Invent your own emotion. Conflict Management Academy. https://conflictmanagementacademy.com/invent-your-own-emotion/ Ip, K. I., Yu, K., & Gendron, M. (2024). Emotion granularity, regulation, and their implications in health: Broadening the scope from a cultural and developmental perspective. Emotion Review, 16(4), 224–237. https://doi.org/10.1177/17540739231214564 Matt, S. J. (2011). Homesickness: An American history. Oxford University Press. Sapolsky, R. M. (2023). Determined: A science of life without free will. Penguin Press. Smidt, K. E., & Suvak, M. K. (2015). A brief, but nuanced, review of emotional granularity and emotion differentiation research. Current Opinion in Psychology, 3, 48–51. https://doi.org/10.1016/j.copsyc.2015.02.007 The Courier-Journal. (1936, June). [Article on the public execution of Rainey Bethea]. https://www.newspapers.com/article/the-courier-journal/10474113/ Empfehlungen TEDTalk von Lisa Feldman Barrett: You aren't at the mercy of your emotions -- your brain creates them. https://www.ted.com/talks/lisa_feldman_barrett_you_aren_t_at_the_mercy_of_your_emotions_your_brain_creates_them Das Buch mit der kritischen Betrachtung des Falls von Rainey Bethea, wird hier besprochen, wer tiefer einsteigen will: https://www.npr.org/2025/12/07/nx-s1-5585009/a-new-book-returns-to-americas-final-public-hanging Redaktion: Julia Ditzer Produktion: Murmel Produktions
In today's episode, Tyler dives into the market action, highlighting what's happening under the hood and the continued broadening effect on stocks. Despite continued all-time highs, sentiment remains surprisingly fearful, and as contrarians here at the VRA, we see that as a major opportunity. Tune in to hear Tyler Herriage break down the latest market internals, highlight shifting sector leadership, and discuss what might be coming next for the software space.
John Campbell is equal-weight Nvidia (NVDA) ahead of its earnings, balancing a string of phenomenal earnings with market worries. A beat and bullish commentary could bring the entire market higher. He “loves” the 493 and believes the broadening of the market is “real.” He likes Fabrinet (FN), which works with Nvidia, Urban Outfitters (URBN) which has earnings this week, and StoneX Group (SNEX), which he sees as finding underserved niches.======== 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
Phil Rosen goes Inside the ICE House to break down Bitcoin's sharp pullback and why seasoned investors still see it as typical volatility. He highlights how institutional buying and strong ETF demand contrast with retail fear, even as gold's momentum and tech‑sector AI jitters weigh on crypto. He also explores why the Magnificent Seven's slump signals a healthier, broadening bull market with new opportunities in energy, industrials, and healthcare.
This edWeb podcast is sponsored by Project Lead The Way.The edLeader Panel recording can be accessed here.When students think about medical careers, “nurse” or “doctor” is often at the top of the list. But today's biomedical landscape is far more expansive, spanning fields like biomedical engineering, laboratory sciences, data and health informatics, research, and technology innovation.This edWeb podcast explores how K–12 schools can spark student interest in the full spectrum of biomedical careers through interdisciplinary learning, authentic experiences, and strategic pathway design. We dive into practical strategies for:Expanding student awareness of biomedical careers beyond traditional clinical rolesIntegrating biomedical science with computer science and engineering and other Career and Technical Education (CTE) pathways to reflect real-world innovationLeveraging professional industry certification and licenses as well as other assets to connect learning to meaningful opportunitiesBuilding pathways that start before high school, sustaining student engagement across grade levelsHighlighting college credit and postsecondary opportunities that give students a strong head startBy the end of this session, listeners are able to:Identify a range of biomedical career pathways beyond nursing and clinical roles that are relevant to K–12 students and design and adapt strategies to engage students in these pathwaysExplain how integrating biomedical science with computer science and engineering strengthens student learning and career readinessBuild and strengthen postsecondary and workforce opportunities to enhance K–12 learning pathways, and identify how industry-recognized credentials and college credit options can enhance pathwaysThis edWeb podcast is of interest to K–12 teachers, CTE coordinators, school leaders, and district leaders.Project Lead The WayEmpower Students to Thrive in an Evolving WorldDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Learn more about viewing live edWeb presentations and on-demand recordings, earning CE certificates, and using accessibility features.
In today's episode, Tyler takes a deep dive into the market's ongoing strength, despite mixed headlines and bearish sentiment. The conversation covers the broadening effect fueling all-time highs across sectors and international markets, the latest updates on GDP growth, and strong moves from the homebuilders. Tune into today's podcast to learn more.
Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off the 2026 podcast season with thoughts on soon to be Fed Chair Kevin Warsh and a look at the broadening markets and a shift away from US large cap.
Markets “really came into the year priced to perfection,” says Brad Long, so if companies don't stick the landing on earnings, the market will punish them. AI is more about “managing the risk” than trying to get into the trade, as around 40% of S&P 500 companies are exposed to it already. Broadening the trade is important, Brad thinks. International is an “attractive area,” including in Asian emerging markets like South Korea. He lays out his picture of the U.S. economy: “the only real weakness” is some of the labor market data.======== 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
At the JP Morgan Healthcare conference this year, a lot of the discourse around AI drug discovery focused on making the leap from purely in silico drug discovery operations to real-world operations that are able to incorporate wet lab data in an iterative way. This is easily said, but to do it requires innovating new processes and infrastructures. On the sidelines of the show, pharmaphorum's Jonah Comstock caught up with Yann Gaston-Mathe, founder and CEO of Iktos, an AI drug discovery company that just signed a billion euro deal with Servier to put this technology into action. In this quick dispatch from JPM (and we apologise for the shaky audio), Gaston-Mathe describes this shift in AI drug discovery, why it needs to happen, and what it takes, as well as giving some insights on why Servier and Iktos are a good fit as partners. “You need to think about how effective you are in the transition between the in vitro world and the in silico world,” Gaston-Mathe says. “Building on the data which is available is not enough.” You can listen to episode 242 of the pharmaphorum podcast in the player below, download the episode to your computer, or find it - and subscribe to the rest of the series – on Apple Podcasts, Spotify, Overcast, Pocket Casts, Podbean, and pretty much wherever else you download your other podcasts from.
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Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on January 22, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether the tariffs matter to the market anymore. Plus, energy stocks break out even though oil is still below $60. Later, how we continue to see broadening in participation of the bull market beyond the mag 7 stocks. Of course, earnings season is starting and in the end earnings matter above all else. Earnings matter in the long run XOM Exxon some back Energy stocks no longer hibernating How stocks can do well even if the underlying commodity isn't Commodity next boom? Does the Fed theoretically use taxpayer funds for their expenses? Will Powell leave the Fed when his term as chair ends (but not his governor term) Different pockets of the market still running Mag 7 trailed through April then led, not that gap is closing Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Patrick Kennedy offers his outlook for 2026. He emphasizes the need for a broadening market beyond big tech. He discusses the secondary impact of A.I. on sectors such as financials and healthcare, highlighting the potential for increased profitability and M&A activity. Kennedy also explains his continued bullish stance on gold, citing central bank purchasing and geopolitical and inflation risks.======== 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 are quietly broadening beneath the surface. While mega-cap stocks continue to dominate headlines, money is rotating into small caps, mid caps, value stocks, and even international equities. The S&P Equal Weight Index just set a new all-time high—even as the S&P 500 lagged—highlighting improving market breadth. Small caps and mid caps have closed part of their long-standing performance gap with large caps, but meaningful differences remain. The Russell 2000 and S&P 600 are still trailing the S&P 500, and small caps remain highly sensitive to economic slowdowns. Roughly 40% of the small-cap universe is unprofitable, making today's valuation enthusiasm especially vulnerable if growth expectations disappoint. Value stocks, defensive names, and select international markets are participating, suggesting this rally is not as narrow as many headlines imply. However, rotation does not eliminate risk—it shifts it. Investors should be cautious chasing economically sensitive areas at elevated valuations and remain disciplined with diversification, rebalancing, and risk management as market leadership evolves. 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=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --- 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/ #MarketRotation #SmallCapStocks #MarketBreadth #RiskManagement #InvestingStrategy
Spencer Knickerbocker highlights the two Ps driving market optimism: policy and profit. He points to fiscal tailwinds from potential tax refunds and monetary support from anticipated Federal Reserve rate cuts. While acknowledging tech's past dominance, he suggests a broadening of AI investment beyond chips to include a full-stack buildout encompassing power, cooling, data centers, and cybersecurity.======== 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
In today's episode, Tyler takes a deep dive into a day marked by all-time highs across a wide range of sectors, illustrating just how much the current bull market is broadening beyond the “Magnificent Seven.” He breaks down standout earnings from Taiwan Semiconductor, which sectors are leading the charge, and what the future of the innovation revolution holds. Tune into today's podcast to learn more.
After three rare years of double-digit S&P 500 returns, the prospect of a fourth now hinges on Q4 earnings season. Wei Li, Global Chief Investment Strategist at BlackRock, highlights three key themes to watch.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0126-5113583-EXP0127
"It's been a choppy week," says Charles Schwab's Nathan Peterson on recent price action. Under the surface of the tech rally, he points to memory chips carrying momentum while market leaders like Nvidia (NVDA) lagged. On the international front, Michelle Gibley makes the case for emerging markets to outperform the U.S. in 2026. Global AI serves as the fulcrum to her thesis, though it doesn't come without risk. ======== 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
Send us a textIs this the lost episode? No, but there is some "old news".We dig into how O&P is changing fast: major acquisitions, new L codes, and a fresh vision for education that blends clinical reality with digital tools. Adrienne Hill shares a grounded path for students and clinicians to build skills without burning out.• Hanger's acquisition of Point Designs and upper limb strategy• Medicare L codes momentum for partial hand coverage• Three education models and how to choose• Why residencies still define clinical growth• Embedding scanning, CAD, and 3D printing in coursework• Practical literacy vs making the "sausage" in-house• Shifts from plaster to digital and what's realistic• Workflows that prevent burnout and improve retention• Ownership dreams, debt realities, and timing• The modified seven-year rule for career moves• How to pick residencies that fit your EQ and IQ• Going rural or high volume to accelerate learning• Broadening applicant pipelines and faculty needsIf you need any help with additive manufacturing reach out to our sponsor, Advanced 3D.Support the show
Topics: (00:00:00) - Intro (00:03:30) - Who are your heroes? (00:09:26) - The infancy and evolution of Athena (00:15:12) - Inflection points (00:18:14) - Jonathan's reasoning for going public with interviews (00:20:08) - How do you pick countries to work in? (00:22:41) - Who is the core Athena customer? (00:28:09) - Jonathan's 6 EAs (00:32:13) - Surprising things Jonathan's delegated (00:35:42) - Broadening your scope of what's possible with assistants (00:42:05) - A day in the life with multiple EAs (00:45:41) - Delegation within EAs (00:50:31) - Family dynamics with EAs (00:54:07) - The 2050 version of Athena Links: Athena - https://www.athena.com/ Rolling Fun — https://www.rolling.fun To support the costs of producing this podcast: >> Buy a copy of the Navalmanack: www.navalmanack.com/ >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! We discuss: How Jonathan developed calm under extreme startup pressure Athena's evolution from side hustle to billion-dollar vision Why great delegation is a skill, not magic Surprising personal and family delegation use cases Combining humans and AI for exponential leverage Quotes from Jonathan: “My mind is an inner citadel. I've got a good mind, a wife that loves me, and everything else is gravy.” “I started Athena with the sole goal of generating income for my wife and I to live off of.” “The vision of Athena is the best human assistants powered by the best AI.” “Humans are good UX. We've evolved to like humans.” “You don't build the first Tesla without a steering wheel.” “We're building something that watches assistants work, not to replace them, but to augment them.” “Delegation is a J-curve. It's slower at first, but compounds.” “The cardinal sin of delegation is thinking, ‘It's faster to do it myself.'” “You can think of an assistant as a cognitive prosthesis.” “Belief is the first limiter. Most people don't believe time freedom is possible.” “Ask yourself: If I had a hundred more hours a week, what would I do?” Important Quotes from the podcast on Business and Entrepreneurship There is no skill called “business.” Avoid business magazines and business classes. - Naval Ravikant You have to work up to the point where you can own equity in a business. You could own equity as a small shareholder where you bought stock. You could also own it as an owner where you started the company. Ownership is really important. Everybody who really makes money at some point owns a piece of a product, a business, or some IP. That can be through stock options if you work at a tech company. That's a fine way to start.
What does it really mean to start over without punishing yourself? Ethan Suplee sits down with Paige Dorian to unpack the emotional and psychological weight of restarting, whether it is after the holidays, a setback, or yet another failed plan. Ethan speaks candidly about crash diets, the illusion of quick fixes, and why weight loss is something to manage, not cure.Together, they explore sustainable habits, realistic readiness, and the importance of support and accountability. This conversation is a grounded reminder that real change comes from compassion, not extremes.SHOW HIGHLIGHTS00:00 Starting Over and January Resets02:05 The Gloom of Restarting06:38 Why Crash Diets Fail09:31 Sustainable Change vs Quick Fixes12:17 Mindless Eating and Awareness14:57 Exercise and Unrealistic Expectations19:36 The Readiness Formula24:03 Weight Loss vs Life Improvement26:01 Accountability and Support Systems30:55 Managing Weight for Life36:44 Broadening the Goal Beyond Weight42:19 Compassion, Guardrails, and Self Control48:00 New Year Perspective Hosted on Acast. See acast.com/privacy for more information.
Art Hogan looks at the broadening market and argues that participants are beginning to look past the big stories – like GLP-1s in healthcare – to more under the radar picks. He thinks earnings growth can hit 12%-14% this year, with lots of support from stocks outside of tech. He previews volatility catalysts, including a potential government shutdown next month and midterm elections later in the year.======== 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
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
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.
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
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.
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.
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.
Broadening, Odell says 100 million isn't enough
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
Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance
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 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
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
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.
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
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
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.
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 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
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
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.
Message from Guest Speaker on October 19, 2025
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
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
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.
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
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.
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...
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.