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Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine's All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. Craig returns to The Business Brew to give an update on his analysis of the US telecommunications ecosystem. Craig is Co-Founder of MoffettNathanson (see https://www.moffettnathanson.com/), a research driven firm that focuses on sound analysis as opposed to the incentives that drive much of Wall Street Sell Side coverage. Craig's most divergent view is that cable companies may end up with an cost advantaged wireless business when compared Verzion, AT&T, and T Mobile's business. This is in large part because of postalized rates, which you will learn about in this episode. We hope you enjoy this conversation. Please see https://podcasters.spotify.com/pod/show/william-brewster1/episodes/Craig-Moffett---A-True-Expert-e1qqks6/a-a8sd2uv for our conversation in November 2022. For disclaimers - Bill held both Charter and Liberty Broadband shares until recently. He sold after Charter's most recent earnings report. Bill has talked a lot about cable and felt like he needed to sell in order to be rational about the cable thesis. We hope this conversation is as unbiased as possible. A request from The Business Brew – PLEASE fill out the survey on Spotify (assuming you listen there) to indicate whether you are an institutional or retail investor. The survey results will help this podcast immensely in sponsorship negotiations. Sponsor Info: Daloopa is founded by a former hedge fund analyst to bring simplicity into the investment process. Daloopa offers an AI driven single source for all company reported data, and allows for investment teams to make the most informed decisions in the shortest amount of time. Daloopa scales the velocity of an investment team's idea gen. Analysts spend less time locating and manually inputting meaningful disclosures into Excel and more time synthesizing in the minutes after the print. Daloopa captures data from all company reported sources, including from footnotes, MD&As, and investor presentations. Our data sheets include GAAP to non-GAAP adjustments, guidance, and all company specific KPIs. Each datapoint is auditable to the source for easy verification and accuracy. Daloopa's Excel plugin can also update your existing models for the latest quarter in just a single click. Bulge-bracket banks and major multi-managers are trusting Daloopa for use in initiating coverage, building and maintaining industry dashboards, and keeping their models up to date. Visit Daloopa to create a free account and learn more about how Daloopa can help increase your team's speed to differentiated insight.
San Antonio commission will consider expanding City Council, increasing council pay and extending the tenure of city managers. Plus a "no" vote on vouchers, immigration law passed, and other things to catch up on from the state legislature. REQUIRED READING: San Antonio keeps adding people — should it add City Council members too? Learn more about your ad choices. Visit megaphone.fm/adchoices
-Emirates Arabes Unidos buscó aprovechar el ser sede de la cumbre climática COP28 para negociar acuerdos petroleros. -Lula da Silva tiene problemas para atraer inversion extranjera. -Poderoso inicio de temporada de compras navideñas.
Whence Came You? - Freemasonry discussed and Masonic research for today's Freemason
This week, WB Patrick Dey has an extended segment for his Masonic Mythbusters. The topic is all about the Cults of Mithras and their alleged connections to Freemasonry. Patrick leaves no stone unturned in this awesome piece of education. Enjoy! Links: Skull and Crown Ltd. www.skullandcrownltd.com Craftsman+ FB Group https://www.facebook.com/groups/craftsmanplus/ WCY Podcast YouTube Channel https://www.youtube.com/c/WhenceCameYou Ancient Modern Initiation: Special Edition http://www.wcypodcast.com/the-Shop The Master's Word- A Short Treatise on the Word, the Light, and the Self - Autographed https://wcypodcast.com/the-shop Get the new book! How to Charter a Lodge https://wcypodcast.com/the-shop Truth Quantum https://truthquantum.com Our Patreon www.patreon.com/wcypodcast Support the show on Paypal https://wcypodcast.com/support-the-show Get some swag! https://wcypodcast.com/the-shop Get the book! http://a.co/5rtYr2r
Deena M. Bishop, the Commissioner of Education for the state of Alaska, joins Paul E. Peterson to discuss Peterson's latest research, which ranked states by their charter school performance and found that Alaska had the top-performing charter sector in the United States. "The Nation's Charter Report Card: First-ever state ranking of charter student performance on the National Assessment of Educational Progress," co-written with M. Danish Shakeel, is available now. https://www.educationnext.org/nations-charter-report-card-first-ever-state-ranking-charter-student-performance-naep/
This week, Ryan talks about an innovative assessment method that fosters peer learning, empowers students to articulate their thought processes, and effectively gauges student mastery. Sarah talks about a groundbreaking solution and treatment developed by a middle school student. This transformative approach revolutionizes how we address skin cancer treatment, utilizing a simple yet ingenious bar of soap. Tune in!Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasinEducation with questions or new topics you want to see discussed. Articles:https://www.edutopia.org/article/group-quizzes-high-school https://www.austindailyherald.com/2023/10/14-year-old-wins-3m-young-scientist-challenge-for-developing-skin-cancer-treating-soap/#:~:text=Heman%20Bekele%2C%2014%2C%20is%20a,prize%20of%20%2425%2C000%20in%20Sthttps://news.3m.com/2023-10-11-14-year-old-named-Americas-Top-Young-Scientist-for-development-of-skin-cancer-treatment Hosts: Ryan Kairalla (@ryankair); Sarah Boulos Fye (@readwithfye) Producer: Ross Ulysse
In this episode we examine the recent divorce between Charter and Disney, and what it means for the media industry going forward.
This week on The Learning Curve, guest co-hosts Prof. Albert Cheng of the University of Arkansas and Charlie Chieppo, interview the National Alliance's Nina Rees. Rees discusses her 11-year tenure at the National Alliance for Public Charter Schools, highlighting policy gains, the growth of charter school enrollment, and the challenges of charter school politics. She explores debates on growth, quality, and authorizing of charters, and addresses the impact of federal K-12 spending and the evolving relationship between charter schools and private school choice. She concludes with insights on a new report ranking states' charter school performance on NAEP and recommendations for improving academic outcomes in K-12 education.
This week on The Learning Curve, guest co-hosts Prof. Albert Cheng of the University of Arkansas and Charlie Chieppo, interview the National Alliance's Nina Rees. Rees discusses her 11-year tenure at the National Alliance for Public Charter Schools, highlighting policy gains, the growth of charter school enrollment, and the challenges of charter school politics. She […]
Students and teachers at Phoeniz Charter Academy are collecting food and clothes donations to distribute to over 100 families Thanksgiving week.
Whence Came You? - Freemasonry discussed and Masonic research for today's Freemason
This week, Mark St. Cyr gives us the task of challenging the status quo by asking thoughtful questions in a Brotherly way. Then, Ill. Bro. Harrison takes us back in time to look at a ray of light in a sea of controversy--Dewitt Clinton's apparent altruism is revealed. Finally, we look at one of Edgar Allan Poe's works and its supposed Masonic Connection. Darin A. Lahners blows the lid off the story—all this and more. Thanks for listening, and have a great week! The article we read http://www.midnightfreemasons.org/2023/11/edgar-allan-poes-perverse-masonic.html Skull and Crown Ltd. www.skullandcrownltd.com Craftsman+ FB Group https://www.facebook.com/groups/craftsmanplus/ WCY Podcast YouTube Channel https://www.youtube.com/c/WhenceCameYou Ancient Modern Initiation: Special Edition http://www.wcypodcast.com/the-Shop The Master's Word- A Short Treatise on the Word, the Light, and the Self - Autographed https://wcypodcast.com/the-shop Get the new book! How to Charter a Lodge https://wcypodcast.com/the-shop Truth Quantum https://truthquantum.com Our Patreon www.patreon.com/wcypodcast Support the show on Paypal https://wcypodcast.com/support-the-show Get some swag! https://wcypodcast.com/the-shop Get the book! http://a.co/5rtYr2r
News; Charter 77 signatory stages hunger strike over low pensions for ex-dissidents; experts sound alarm bells for children's mental health in Czechia; UK historian Timothy Garton Ash on the Velvet Revolution and where Europe is headed today
News; Charter 77 signatory stages hunger strike over low pensions for ex-dissidents; experts sound alarm bells for children's mental health in Czechia; UK historian Timothy Garton Ash on the Velvet Revolution and where Europe is headed today
But what is a Charter? Where did this idea come from? Can a Masonic lodge truly be a Masonic lodge without a charter? What happens to a lodge whose charter has been suspended? What can the members of that lodge do during this temporary suspension? Let's delve into this and find out. Follow me on Instagram @masonicmuscle Write to me at Masonicmsucle357@gmail.com #secret #cabal #spies #freemasonry #masonry #mastermason #scotland #ireland #charter #exercise #weightlifting #ritual #code #cipher #fight #motivation #california #piratesofthecarribean #pirateking #parlay --- Support this podcast: https://podcasters.spotify.com/pod/show/cesar-rubio5/support
We kickoff the FLASHBACK Countdown with Michelle Phifer, CMAA who is the AD at North Carolina's Union Academy Charter. Michelle was on the podcast in April of 2022 and her episode has been downloaded over 300 times! Take a listen as we share the BEST of The Educational AD Podcast! --- Send in a voice message: https://podcasters.spotify.com/pod/show/educational-ad-podcast/message Support this podcast: https://podcasters.spotify.com/pod/show/educational-ad-podcast/support
Nous sommes le 7 juillet 1989. Chantale Daigle part de son logement de Pointe-aux-Trembles pour se réfugier chez son père, à Chibougamau. Chantale a peur de Jean-Guy Tremblay et avec raison. Avant la séparation, elle se sentait déjà traquée : « Il devint de plus en plus dominant, excessivement jaloux et possessif, contrôlant et surveillant toutes mes allées et venues », écrit-elle. C'est d'ailleurs à la suite d'une violente querelle que Chantal quitte Jean-Guy Tremblay, pour se réfugier chez son propriétaire à Pointe-aux-Trembles. Un merci tout spécial aux comédiennes Émilie Bibeau, Rachel Graton, Eleonore Loiselle, Marie-Claude St-Laurent, Andréanne Théberge, Julie Trépanier et à la réalisation de la série « Désobéir: le choix de Chantal Daigle », Alexis Durand-Brault. Merci à Crave Canada (Véronique Sylvestre) pour l'extrait de la série et à Alexis-Durand-Brault des Productions ALSO. https://www.crave.ca/fr/tv-shows/disobey Voir aussi: L'affaire Chantale Daigle, le documentaire, N. Mercier. https://www.crave.ca/fr/tv-shows/laffaire-chantale-daigle-le-documentaire Et une pensée toute spéciale pour Chantal Daigle et les siens. 00:00 Introduction 03:18 Avorter au Québec 08:39 Mai 1989 14:09 Cour d'appel 23:00 Cour suprême 28:26 Nouvelle loi 31:14 Et maintenant... Adhérez à cette chaîne pour obtenir des avantages : https://www.youtube.com/channel/UCN4TCCaX-gqBNkrUqXdgGRA/join Pour soutenir la chaîne, au choix: 1. Cliquez sur le bouton « Adhérer » sous la vidéo. 2. Patreon: https://www.patreon.com/hndl Abonnez-vous à la chaine: https://www.youtube.com/c/LHistoirenousledira Musique issue du site : https://epidemicsound.com Images d'archives des journaux: La Presse, Le Soleil, La Tribune, Le Devoir, Le Droit, The Record, Le Nouvelliste et archives de TQS le grand journal. Les vidéos sont utilisées à des fins éducatives selon l'article 107 du Copyright Act de 1976 sur le Fair-Use. Sources et pour aller plus loin: C. Daigle, Le seul choix, le mien, Les Messageries de Presse Benjamin inc., 1990. M. Caouette, « L'affaire Daigle contre Tremblay : l'avortement comme débat de société à la fin des années 1980 », Mémoire de maîtrise, Université du Québec à Trois-Rivières, 2017. M. Caouette, « L'affaire Daigle contre Tremblay : le temps comme moteur du débat social au Québec à la fin des années 1980 », Revue d'histoire de l'Amérique française, Vol. 72, No 3, hiver 2019, p. 73-95. L. Desmarais, La bataille de l'avortement, chronique québécoise 1970-2010, Montréal, Éditions du Remue-Ménage, 2016. B. Godard, L'avortement entre la loi et la médecine, Montréal, Liber, 1992. Frederick Lee Morton, Morgentaler v. Borowski : Abortion, the Charter and the Courts, Toronto, McLelland & Stewart, 1992. D. Lamoureux, « Une victoire à la Pyrrhus ? : la lutte pour le droit à l'avortement », sous la dir. de D. Lamoureux. Avortement, pratiques, enjeux, contrôle social, Montréal, Les éditions du Remue-ménage, 1993. Jugement de la Cour suprême, Tremblay contre Daigle [1989], site de l'Institut canadien d'information juridique, https://www.canlii.orglfr/ca/csc/doc/1989/1989canlii33/1989canlii33.html M. Blais,« J 'hais les féministes!», le 6 décembre 1989 et ses suites, Montréal, Éditions du Remue- ménage, 2009. « Les 20 ans de l'affaire Chantale Daigle », Centre de documentation sur l'éducation des adultes et la conditions féminine. https://cdeacf.ca/actualite/2009/08/10/20-ans-laffaire-chantale-daigle L. Desmarais, « Chantale Daigle : la victoire d'une femme pour toutes les femmes ! », L'R des centres de femmes du Québec, 2019. https://rcentres.qc.ca/2019/08/08/chantale-daigle-30-ans/ Ni pape, ni juge, ni médecin, ni conjoint, c'est aux femmes de décider ! Les 20 ans de l'affaire Chantale Daigle, 2009. http://bv.cdeacf.ca/CF_PDF/141365.pdf Educaloi, « Tremblay c. Daigle, [1989] 2 R.C.S. 530 . https://www.educationjuridique.ca/site/assets/files/14696/trousse_annexe_avortement.pdf M. Carrier, « Le droit à l'avortement au Québec : l'histoire de Chantale Daigle racontée dans une nouvelle série », Noovo moi. https://www.noovomoi.ca/vivre/couple/droit-avortement-quebec-histoire-chantale-daigle-racontee-nouvelle-serie.html « La cour d'appel refuse l'avortement », Grand Québec, 2023. https://grandquebec.com/histoire/cour-appel-refuse-avortement/ Éducaloi, Dossier documentaire, La Charte des droits et libertés de la personne https://www.educationjuridique.ca/site/assets/files/14696/trousse_dossier_3_avortement.pdf D. Lamoureux, « Lutte pour la liberté d'avortement au Québec 1969-1989 », Congrès AFSP, 2011 http://www.afsp.info/archives/congres/congres2011/sectionsthematiques/st52/st52lamoureux.pdf Autres références disponibles sur demande. #histoire #documentaire #avortement #affairechantaledaigle #désobéir #canada
We discuss our shared loves of travel, food and shopping around the world with Marcela White, owner of Tavaero Jet Charter. Marcela started in the charter business in 1986 where she went on to earn her private pilot license in order to understand the unique insight to working with pilots. She eventually met her husband who was also in the aviation industry and together they have worked in this business for over 30 years elevating their clients' travel experience with the most magical personalized approach to luxury travel. "Some day" doesn't always come, we have to make the moments count - so grab the family and take the trip!
Israel storms al-Shifa hospital in Gaza where Hamas is headquartered. San Francisco rolls out the red carpet for President Xi. Nikki Haley claims she would force people to not be anonymous on social media. Mike Johnson strikes a deal with Democrats to pass a CR spending bill. Rep. Chip Roy joins us to discuss the CR, Israel funding & more. Dana's family has a debate about how potato side dishes are acceptable at Thanksgiving. Dana can't stand Peloton. Charter bus drivers staged a “sick-out” to avoid picking up Jews at the airport to transport them to the March for Israel.Please visit our great sponsors:Black Rifle Coffeehttps://blackriflecoffee.com/danaChange the lives of Veterans and their families with the Boot Campaign with every purchase of the Ready-to-Drink Coffee!Express VPNhttps://expressvpn.com/danaGo incognito and protect your privacy with 3 extra months FREE.Headrest Safehttps://theheadrestsafe.comUse code DANA for an exclusive $50 off. Hillsdalehttps://danaforhillsdale.comHillsdale College: Developing Minds. Improving Hearts. KelTechttps://KelTecWeapons.comSign up for the KelTec Insider and be the first to know the latest KelTec news. Patriot Mobilehttps://patriotmobile.com/danaGet FREE activation with the offer code DANA. Wise Food Storagehttps://preparewithdana.comSave $50 on your 4-Week Survival Food Kit plus free shipping when you order today!
The number one reason why kids play sports is not to win – it's because it is fun. It's our job as leaders in minor hockey to create a safe, welcoming and positive experience for all participants, both kids and adults alike. The OMHA's longstanding partnership with Respect Group aims to educate everyone involved in the game on the proper behaviours that are expected as well as promoting the life skills and positive benefits of minor hockey. Guest Bio: Sheldon Kennedy won a Memorial Cup, World Junior Gold Medal and skated for three teams in his eight-year NHL career. He is best known for his courageous decision to charge his Major Junior Hockey league coach with sexual assault for the abuse he suffered over a five year period while a teenager under his care. He has been instrumental in bringing governments, public and private sector partners together to work collaboratively to influence policy change and improve the way child abuse is handled. He is also the Co-Founder of Respect Group, which provides empowering online abuse, bullying and harassment prevention education to sport organizations, schools and the workplace. Respect Group has currently certified over 2 million Canadians.
Dana's family has a debate about how potato side dishes are acceptable at Thanksgiving, Dana can't stand Peloton after Dana White and Theo Von get into it. Charter bus drivers staged a “sick-out” to avoid picking up Jews at the airport to transport them to the March for Israel.Please visit our great sponsors:Black Rifle Coffeehttps://blackriflecoffee.com/danaChange the lives of Veterans and their families with the Boot Campaign with every purchase of the Ready-to-Drink Coffee!Express VPNhttps://expressvpn.com/danaGo incognito and protect your privacy with 3 extra months FREE.Headrest Safehttps://theheadrestsafe.comUse code DANA for an exclusive $50 off. Hillsdalehttps://danaforhillsdale.comHillsdale College: Developing Minds. Improving Hearts. KelTechttps://KelTecWeapons.comSign up for the KelTec Insider and be the first to know the latest KelTec news. Patriot Mobilehttps://patriotmobile.com/danaGet FREE activation with the offer code DANA. Wise Food Storagehttps://preparewithdana.comSave $50 on your 4-Week Survival Food Kit plus free shipping when you order today!
Welcome to a special episode of SC Charter Chatter, where we delve into education and youth empowerment. In this episode, we are privileged to sit with the renowned Tara Brown, the keynote speaker at the 23rd Annual South Carolina Charter Schools Conference. Tara, widely known as the "Connection Coach," is an award-winning educator, author, and speaker who has dedicated her career to unlocking youth's potential through positive connections.Join us as Tara shares her insights on why she believes that kids are committed to people, not programs. Drawing from her wealth of experience, Tara emphasizes the transformative role that positive connections play in reaching today's youth. As a leading expert in the field, she brings a unique perspective on building relationships and fostering meaningful connections within diverse populations.Discover the keys to maximizing the impact of youth organizations as Tara discusses practical strategies and approaches for connecting with and empowering young minds. Whether you're an educator, a parent, or someone passionate about youth development, Tara's wisdom will surely resonate.Join us as we explore Tara's journey, accomplishments, and mission to help adults better understand how to build powerful connections with today's students. Connect With SC Charter Chatter:Email the show at podcast@sccharterchatter.orgInstagramFacebookTwitterYouTube
Part 2 of 2. Sharon and Philip dive further into the multi-faceted “why” behind the conflict in Israel, and this time, from the “Palestinian” side. They discuss the Abrahamic roots of Arabic people groups, the history of Arabs in the Land, and how they recently came to be known as “Palestinians.” They also expose the Islamic mindset by looking at quotations from the Qur'an and contrasting them to biblical prophecy from the book of Isaiah. This enlightening episode will help you understand what's happening in Israel and how you can intercede for the Outpouring of the Holy Spirit on Muslims all over the world, especially in Israel.EMAIL: feedback@globaloutpouring.orgWEBSITE: https://globaloutpouring.netRelated Links:(185) To Help You Understand the Conflict in Israel - Part 1The Love of God for Iran with Kamran and Suzy Yaraei Part 1 (133)Knowing and Showing God's Heart for Muslims with Kamran and Suzy Yaraei Part 2 (134)Link for The Generous Qur'an e-books1988 Charter of HamasMovie: A Woman Called GoldaYouTube Video Interview – Golda Meir: the Arabic TruthThe Islamic Requirement to Perform Taqiyya and Lie to Non-MuslimsIslamic Persecution of Palestinian ChristiansBiographical Sketch of Yasser Arafat from the Nobel Peace Prize CONNECT ON SOCIAL MEDIAGlobal Outpouring Facebook PageGlobal Outpouring on InstagramGlobal Outpouring YouTube ChannelGlobal Outpouring on Twitter
Dr. Jordan B Peterson sits down with founder and CEO of Magna International, Frank Stronach. They discuss the keys to starting and maintaining a successful business, and the ideas contained within the Economic Charter Rights, which advocates for the input and autonomy of all workers and profit sharing to be exercised company wide. Frank Stronach is the Founder and Honorary Chairman of Magna International Inc., the world's most diversified automotive parts supplier with more than 170,000 employees in 43 countries and sales of over $40 billion US. At Magna, he introduced his unique management philosophy known as Fair Enterprise, which is based on a business Charter of Rights that predetermines the annual percentage of profits shared between employees, management, investors and society. - Links - For Frank Stronach: The Stronach Foundation for Economic Rights; https://economiccharter.ca/ On Instagram https://www.instagram.com/officialfrankstronach/ The Greed Factor (Book) https://www.amazon.com/Greed-Factor-Solutions-Revitalize-Enterprise-ebook/dp/B08R7V792K/ref=sr_1_2?qid=1699902367&refinements=p_27%3AFrank+Stronach&s=books&sr=1-2 Official website for the SARIT car https://saritmobility.com/
This week, Ryan concludes his series of interviews at the Florida Charter School Conference School Choice Summit and is joined by Sara Clements, the Vice President of State Government Relations for McGwire Woods Consulting LLC and Lindsay Hoyt, the founder and governing board chair of Cornerstone Classical Academy. Our guests talk about their roles in legislative advocacy and how to engage lawmakers and communities. Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasinEducation with questions or new topics you want to see discussed. Host: Ryan Kairalla (@ryankair) Producer: Ross Ulysse
Sean reminds the audience of Hamas' charter which is "the complete destruction of Israel." Is peace in the Middle East possible with organizations holding charter's like this? See omnystudio.com/listener for privacy information.
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, expects consolidation in the streaming industry in the coming years. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the third Republican primary debate. Cameron Dawson, Newedge Wealth Chief Investment Officer, says it's too early to know if the uplift in unemployment will barrel higher into next year. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, breaks down Disney's better-than-expected 4Q earnings. Ellen Wald, Atlantic Council Senior Fellow, discusses the global oil market as crude prices remain low.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance Full transcript: I'm Tom Keene, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best and economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on app, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal, and the Bloomberg Business App. Jitting a manuel jointed to surround a table Chief Equity just over at evercor SI jitting Good mornings here, Good morning. Have you been participating in this wonderful, beautiful thing that is an eight day winning streak. Yeah, we have, you know, several weeks ago we just felt that when you backed off of that five percent yield, And I know we've been talking about it, but it is the fact that in this world now for the last year and a half, where stocks and bonds have been positive correlated, if bond yields go down, stocks go up, and backing off of five percent was huge for the psychology. And now we've got this unexpected oil price plunge, which is even bigger for Cheryl, I'm with you. Those two points yesterday stood out for me. Break a four to fifty on a ten year break of eighty on Brent crude. At what point do these correlations start to break the other way? What brings up hot that change? Well, we are watching that very closely. And guess what, the high frequency data is really important because that chart you were talking about a few moments ago, with the unemployment rate rising from three to four to three nine in the past, when that starts to happen, it tends to snowball. But where we're going to get the initial read on that is that eight thirty jobless claims number starts edging over two hundred and fifty thousand, we get a little bit cautious. Three hundred thousand is where we know the economy is going to turn down. I'm supposed to fold in now A question on Ed Hyman's Hicksy and Islm theory and his disinflation theory into your stock babble, forget about it. I love the single sentence you have which pushes against all that malarkey by saying price is paramount. Right now, when you talk to Ed Hyman, how does a respond to you telling them your economics doesn't matter, price is paramount. I'll tell you how five weeks ago Ed Heyman started putting out in almost daily the act that gasoline lean prices started falling as the conflict was erupting. You already had the turn in gasoline prices completely, you know, devoid of real sort of prosperity with Hymen's disinflationary tendency or outright deflation in China. Look, if you look at the last fifteen years, you've had episodic times of that from again. Obviously the financial crisis is one of those times. But ultimately what it comes back to again for equity investors, for bond investors. First of all, the whole idea of getting a real return on money in this world now is actually a positive for financial assets. It's a positive for capital allocation, and long term, it's a positive for growth. And that's you know, that's part of the equity investing mindset. Do you need a long term view right now or do you just trade the short term. It's really difficult to have a long term view because of what we're talking about the inflection in the economy potentially happening. But if you take the super long term view, is that even if you get the recession that Ed's thinking we're going to get, that it's going to be mild in twenty twenty four. What you're left with is a labor market that has rebalanced. What you're left with is again a real cost of money, better capital allocation, and frankly, we've talked about this before, you have new technological developments like generative AI that is going to improve the productivity of corporate America over the long term. One of the main frustrations of this year was that pretty much everything everyone said at the beginning of the year has proven to be wrong, including that this would be the year that tech stocks would fade more meaningfully and you start to see a broadening out in the rally. Energy stocks would start to be the true leaders. You just actually moved away from an overweight and energy and are talking more about generative AI. It seems like the theme just keeps on being that the leaders will keep leading. Everything else will just have to figure out where they fit in. Well, look, again, the recession will probably, you know, to the extent that it does arrive in the next twelve months or so, rationalize some of this, but ultimately what it's going to do, and look, part of the consternation on equity investors' minds is the fact that the Russell two thousand is making new lows. Ultimately, you're going to get to a point where there will be an attractive price for the other four hundred and ninety three stocks away from the Magnificent seven, and you will get to an earnings reset. We think that's part of next year's narrative. This is the difficult question I think people have got to confront at the moment. Do I want to buy the recovery to the recession I've not had yet, given the damage we've seen in the small camps. You can pick up various places to back up the consumer discretionary story. Allines, for instance, which have come way off the peak back of the summer. Do I want to start picking up the pieces going into what could be a slow down next year. We think you need to be balanced. It's one of those things where again, given the lack of visibility into next year, what we always say, we've had a very nice run in recent weeks, and if you go back over the last year, it's been a very nice run off the October lows. You need to be comfortable with the fact that if the market comes in ten or fifteen percent, which it does in any typical year, as it did several weeks ago, that you're a buyer of the dips and whatever that asset allocation is to you. That's the kind of discipline you need to employ. Goldman speak to this as well. We've gone through their note this morning a few times. It's worth doing it again. The hard part's over. More disinflation is in store over the next year. On growth, they see limited risk of a recession, and they say this on central bank policy. Then this is a really really interesting point. An increased willingness of central banks to deliver insurance cuts it grows slows. Earlier this week, Ben later on this program of E Toro, was saying the FED put was back. Lisa and I looked at each other and almost spat out our water. The FED put is back insures cuts of growth slows. Is the old fetch story returning? No? Why are they wrong? No? Look, because there is an assumption that there is a reflex reaction to a minus GDP quarter. Thankfully we didn't see it in twenty twenty two when we had that, because if you had interrupted the rate hiking program, you wouldn't have gotten to where you are. And you can argue both sides of this case, but frankly, for US, there is a commitment, given the fact that core PCE is still solidly with a three handle, that you just can't go down that road unless it really looks like there's a severe economic downturn. And we still think there's enough savings left over so that won't be the case. Judy and awesome as a was Emmanuel have et a court joining us now to brief off the GOP debate. Last night, Gregory Vliate, US policy strategist at AGF Investments. Gregory stood on the floor of the GOP convention of two thousand and four, and it was a different Republican Party. George Bush Junior wanted a more hopeful America. What's going to be that slogan this summer for the Republicans? Well, I think they'll emphasize the economy. They'll state that Biden has not done a good job. Frankly I would disagree, but I think that they'll make it more about the economy than anything else. The really intriguing issues are abortion number one, number two. How much more involved are we going to get in Ukraine and Israel? What about the idea that they're losing elections, not doing as well in certain elections. It going to be the mix of that we just saw it can be from a year ago, November, etc. How do they start winning again? Well, I don't think you talk like Ramaswami. I think he talked himself off the boat last night. I don't see much of a future for him. Probably not much of a future for Tim Scott. So it's dwindling. You've really only got three challengers. DeSantis, who was okay last night but made a strategic error he didn't mention the governor of Iowa had endorsed him. I can't believe he didn't talk about that. And then you've got Nicky Haley. He'll stick around for a while, maybe Chris Christy, but we'll begin at twenty twenty four. I think with just two challengers to Trump, that would be DeSantis and Haley. Do you think either of them have a chance of taking Trump off the ticket? Who would either of them? Oh? No, not at all. I mean Trump would have to do something really egregious, and he's pretty much filled the role on that for the last couple of years. So no, I don't see anything, you know, barring a health issue, that will keep Trump from being the nominee. Meanwhile, President Biden is going to meet with the UAW leader today and the there's a real question of what he can do to shore up the image of bignomics, of what's happened in the economy, which some people are saying on paper doesn't look so bad, yet in practice, has a lot of people feeling like they want something different. Well, it's a good question, Liza. I'm told that within the White House, Trump Biden is angry, he feels he's done a pretty good job in the economy and gets no credit. So he's going to hit the road and try to make his case. The problem is an awful lot of Americans fear that we're not out of the woods, and there's still more inflation threats, food, gasoline still to come. Greg Valier one oh one. Folks, this is a great course to take in politics. You get it off the back of a matchbook. You can take Valier one oh one. Greg, Your value one oh one is fiscal issues at the day of the election don't matter. Are you telling me the debt and the deficit don't matter the first Tuesday of November, Well, when you look at net inter cost, you look at borrowing costs, this is becoming a major crisis for the bond market, and there's no mood in Congress whatsoever to dramatically cut the deficit. However, I think that once we get through Labor Day of this coming year, this stuff will be irrelevant. I think attitudes harden during the summer. If Trump is well ahead, he could pull us out. But I have a feeling that Biden will come back. I have a feeling that the Democrats all of a sudden are motivated because of what happened in Kentucky. Is a path of least resistance for the former president. Another tax cut that's going to be on the agenda. You're absolutely right, Tom, and I think with the Senate probably flipping, in the House probably flipping, you're going to have a climate that will be ripe for a huge argument on whether we extend the Trump tax cuts. I think we will. I think Trump will talk about tax cutting even though the deficit is enormous. Greg, I have to wonder whether this time is different. A lot of people come on the show. We'll say dysfunction in Washington, DC is the reason why yields have been flipping and flopping and going all over the place, and then they talk about a potential government shutdown and say markets won't care. Have we reached the point where market dysfunction is going to result from political dysfunction in DC in a more material way. Well, we're going to see probably another alleged crisis on November seventeenth if there's no budget. I don't think the markets will be all that concerned about it. I do worry about the credit agencies, you know, fitch S and p downgrading US debt, not just because of the size of our debt, but because things are so dysfunctional in getting a budget. Great to catch up, Greg, appreciate your input. Greg Vally. THEFJEFF investment's gone into next year, as Ed Marangi and Emmanuel. So are you a confirmed bull? Cameron? I think that given the setup into your end, we can expect some kind of Santa claus rally just because of tax loss dynamics into the end of the year. The largest weights in the index are up the most this year, which means that you don't have eager sellers to recognize tax games. This is very different than last year, where the largest weights in the index were down a lot people sold them and you effectively puked into the end of the year. What it's the proverbial puke into the end of the year? Okay, thank you? Can we say that on radio? We just did, Cameron seriously our Warner Brothers discovery yesterday. Puke as you call it. Okay, how does that handle by tax saw selling? Well? I think that it will magnify as we go into the end of the year. You look at the areas that are down the most. This is small caps, This is cyclicals, This is healthcare some of your defensives. These are the areas where people are looking for tax sace harvesting opportunities. The key point though, is that they're smaller weights in the index or they're not part of the index. So when we just look at the S and P five hundred, that could be something that supports it into end year. So help me here. Am I buying the index the S and P five hundred? And am I looking for buying opportunities in small camps? The financials, things that have struggled? What am I doing? I think that you have to look for opportunities and things that have struggled as you go into twenty twenty four, because we know that pain trades usually are reversal trades in leadership and just at the point where everybody throws in the towel and says, well, you can't own anything but the magnificent seven. These are the names that give you optionality on AI and they have the best earnings growth. Everybody crowds into them, that's typically the moment that that's when they start to lag. And so I think we have to have the imagination that other things could do well in twenty twenty four. Other than just the narrow leadership that we've had this year, the Tilson Slock of Apollo's writing questions for us this morning. This is the question he's asking in its most recent note. Everyone who's bullish on equities and lower rated credit should ask them sound where they think the labor market will be in three months. With the Fed on hold and not showing any signs of cutting anytime soon, what's your labor market bed With that in mind, we are having the ultimate debate is if we're seeing normalization or we're seeing weakening. And the challenge is that normalization is usually the gateway drug two weakening, meaning that you see a little easing that turns into a lot of easing. But we're not yet seeing definitive data yet to say that the uplift we've had in unemployment is going to barrel higher. The key thing to remember, though, the Fed itself in its SEP the Summary Economic Projections has unemployment going to four point one percent next year and they're not forecasting a recession. So that's going to be a key question of if we get that four point one percent, does that justify them easing policy? Is it okay to sort of say we don't care for now. Down the line, whatever happens will happen. In the meantime, we can dance in the head of a pin with oil prices coming off, yield coming lower, and risk appetite still available. Yeah, because if we think going into CPI next week, remember that gasoline prices are down ten percent over the month of October. That's very different over the summer months where gas prices were up a lot. It pinched consumer spending maybe a little bit at the margin. So that does create this beneficial environment. But I think it's important to remember twenty twenty two, we priced in the earnings recession. In twenty twenty three, twenty three, we priced in the earnings recovery in twenty four. What are we going to price in twenty twenty four as we looked at twenty twenty five, are we still confident that this entire economic setup can remain very strong, that unemployment won't be an issue, consumer spending can remain robust Given the lack of certainty around some of the outcomes, the potential outcomes with the economy, How nimble are you remaining How are you remaining nimble? To be able to adjust quickly. I think we have to remain completely nimble. We saw that over thet last couple of weeks where we went from deeply oversold to deeply over to getting close to being overbought. It means that technicals become really important. We can't get too lodged into narratives because narratives would have told you everything's ending back a couple of weeks ago. Be scared. Now the narratives are saying everything is fantastic. The thing is that we are at resistance when we look at technical levels forty four hundred very important for the s and P five hundred four and a half percent very important support for the tenure. How we interact with those resistance and support levels will be very indicative of the next couple of months. Speak to the people who listened to you and said, Okay, I'm really nervous, but I'm going to participate in this market and they own tech which literally on an hourly basis, has a bid right now. What's the character of that bid on the Magnificent seven. Well, it's extraordinarily strong. But then think about the difference in the setup going into twenty twenty two Magnificent seven earnings had been cut by about twenty percent over the course of the year. Now going into twenty twenty three, over the course of twenty three, Magnificent seven earnings had been revised higher by sixty seventy percent sent on average because of the better growth that they've had. So it's a much higher bar and I think that's where the discipline is is not trying to extrapolate too much of the experience of twenty three, get too crowded, and instead look for opportunities and areas that might be more left behind. You've been talking, Cameron about how difficult it is to follow the mood because it swings so massively from week to week. How much has the move that we've seen in yields underpinned your conviction that you can lean into the rally heading into your end. It certainly has helped. We've seen it play out in the valuation and now valuations are back to about eighteen and a half time's earnings. The question is is that the right valuation even given where yields are at four and a half percent, where that equity risk premium is The challenge with valuations though, is they are terrible timing tools and that they have no predictive power on a one year forward basis. So we can look at the market and say, hey, it's expensive here, expensive there, but that may not actually show up in price action for two, three, four years. And that's where that discipline of not chasing very high valuations comes in. When you have a longer holding period, you go breaking news TK on donuts? Is that where you want to go? DONI plural don't I? Yeah? Yeah, longer going far away the way a prime broker attracted a hedge fund. We can get you shares of krispy Kreme short. There's a in the East Coast, particularly in the krispy Kreme's more southern thing, and they're a different don I than what you get from Dunkin Donuts, which is, you know, there's cultures here. John, It's like it's like Greg's, but it's like American. Okay, all of a sudden, krispy Kreme nice video on radio. You are missing the making of the Magnificent. And the answer here is krispy Kreme is looking for a partnership with McDonald's. John Tower out with this and it's a mixed story of Ibada out there. But John Tower, a city group says first bite on d n ut. It's a McDonald's partnership that we may see. Do you know what you don't know? And I know this story already because Bramo shared it with me before Bramo breaking into the news industry and Fargo years and years ago for the first Crispy Kreme shop tre Tree story, true story. I covered it and people lined up. They camped out overnight to get the first Krispy krama. I went to interview that. You can't imagine that Bramo was what Bradma was like in local news, right, just get into a fluff. It was like, it's an investive piece. What are they doing with that? Money? Is unreal? Bramo and Farco, Yeah, I'm enough of a dunkin donut, which Krispy Kreme is just two sugary and sweet. Like camera doesn't help us out here, Krispy Kreamer duncan, he's never had a donut. There is nothing better than a hot, fresh Krispy Kreme donut straight from the friar. Nothing better, all right? The scripting at me in the control room shot there. Please let's make sure we're running at nine o'clock today. Look for Cameron Dawson had Krispy Creekdnie. What you need to know is it's April of twenty eleven. There was a show then Game of Thrones Winter Is Coming was the first episode. And that's where we are right now. With the screaming success in days of Blue Eye Samurai on Netflix. I'm watching it. I can't say enough about the shocking beauty of it. It is overwhelming, how it is game changing for streaming. Keitha Raganathan knows this. She's US media analyst at Bloomberg Intelligence. And I would suggest Disney knows this as well. Githa boyd A's Disney need a Blue Eye Samurai. They certainly do. And that's one thing Tom that Bob Iger really emphasized yesterday. He said he is looking to reinvent the studio. Those are the words he used, and he really emphasized quality over quantity. So you spoke about how spectacular Blue Eyed summariz that's exactly what Disney is going to go after. You know, they talked about, you know, the studio having some kind of franchise fatigue. Too many TV series created for the streaming service. They're really kind of streaming down or cutting down, I would say, pairing down on a lot of the content costs. You know, Lisa was talking about where those savings are going to come from, a lot of that is them just really cutting down on content costs. So they took down content costs from thirty billion to twenty seven billion. For fiscal twenty twenty three, they're taking that down further to twenty five billion, and that is where you get that big, big free cash flow number for them as well. Eight billion dollars is what they're projecting for twenty twenty four, or sixty percent increase from this year. Now I get it, it's anime, it's animation, but the basic idea is blue Eyed Samurai is is non diversity as we could get in twenty twenty three. Is Disney moving on from the tone and temperament of the last three or four years. Is Eiger going back to something or new to something different? I think it's a it's a combination of everything, a tom because you know, he needs to go back to the drawing board. He knows that there hasn't really been a new Star Wars or a lucasfilm movie since twenty nineteen. Obviously, the Marvels is in its next kind of iteration, if you will. So there's a lot of things that he needs to do. But the biggest thing I think for them for the Disney studio, and this has kind of been a little bit shocking. And you bring up animation, and that's a really good point because a lot of their recent animated movies have actually not performed as well as you know, some of us would have expected. And the Pixar has kind of been, you know, has had kind of this string of misfires, if you will. And the studio that is really kind of giving them a run for the money is Universal with Illumination. We had, you know, you have Super Mario, you had Minions, all of these animated movies from Universal doing really really well. So Disney obviously going back to the drawing board and kind of doing a lot of rethinking and as Bob Iger said, reinventing the whole franchise. If Bob Biker was the movie is this nightmare the same quote, that's that's a great knocking well. I mean, he tried his best. And if there is you know, any person for the job, any person who can actually fix and rebuild Disney. I think it definitely is Bob Biger and he, you know, kind of delivered signature Bob Biger kind of news yesterday. You know, lots of good news, lots of nuggets of you know, lots of nuggets of good good, you know, optimistic news for investors to kind of hang on to. Obviously, there is a lot of work that remains to be done, but we do know that there are some real growth drivers for Disney. Whether it's the parks business that is seventy percent of Disney's operating income, you know, throwing out about ten billion dollars in operating profits and cash flow. So that definitely is is a huge growth pillar for the company. And then of course it is streaming and how they're kind of going to manage that whole business. You know, we know that they're in the process of consolidating Hulu. You know, the big question is how they're going to manage the esp and transition. And you know, whether that then that Disney bundle, the streaming bundle, really becomes the competitor, a true competitor to Netflix. Is rebuilding a euphemism for shutting it down in terms of streamlining certain businesses and getting off selling the rest of it. Yeah, so he seemed to actually walk back a little bit of you know, the linear TV commentary. I know we've talked a lot about ABC and some of the other networks kind of being up for sale, but he also did say that there is a huge cost opportunity when it comes to you know, those linear networks, and so they've actually, you know, the Charter deal that they recently inked was was kind of a catalyst for them kind of you know, shutting down a lot of you know, the smaller networks networks that they are that they don't consider core, and I think that's what they're going to do. They are definitely going to streamline the business. You're absolutely right, Lisa. I'm not sure when or how the sale is necessarily going to happen, but he did Eigers seem to suggest that even if a sale doesn't happen right away, there are a lot of synergies and there are a lot of cost efficiencies that they can hopefully extract over the next few months. Okay, so this one's a tough one to answer, but explore the question with us if you can. Tom mentioned who's buying. If they're selling, who's buying Where did the buyers come from? So it could be private equity. I mean we know that there have there has been interest from certain parties Byron Island, but Byron Allen was one who kind of made a bid for for you know, the ABC and some of the networks. You know, again, private equity would always is interested in, you know, the TV assets because they do. Yes, it is an industry that is in secular decline, but at the end of the day, it does throughout a lot of cash and that is valuable. So yeah, again it's a little bit of a wait and watch. I mean there have been there has been some chatter about whether the leagues would be interested in kind of going and getting a broadcast asset. I mean broadcast assets like ABC don't come up for sale very often, so you know, maybe it is something that that the league and a leak can potentially consider for reach interesting. Gaitha, appreciate the update. You'll valuable. We appreciate your time. Geithor Reconnaz and the have Bloomberg Intelligence. Ellen Wall joining us now Senior Fellow at the Atlantic Council and author of Saudi Inc. Ellen to that point, Saudi's energy minister came out and said, it has nothing to do with demand, This is just price manipulation. Demand is still very strong. What did you make of that? Well, I think that he always has a bone to pick with the as he called him, the speculators, So I'm not surprised to see him talking about how, you know, this is all a financial thing and it's all due to speculators and it's not a you know, supply demand issue. But I think, you know, obviously there's always you know, speculation in the market, and we did see a whole lot of fund managers dumping oil off the futures this past week, so I'm sure he's focused on that. But the fact remains that the market is reacting to what it thinks is lower demand from China, and whether or not that's actually true, I think remains to be seen. It's always difficult to gauge what exactly is going on in China. What the market's reacting to was news that refining margins are soft, and you know, Chinese refineries aren't making as much, and so you know they're interpreting that as weak demand. Now, how does that translate into whether China reduces its imports, and there was some indication that they are going to be reducing oil imports. In fact, one of the interesting things that we've seen is that Iranian oil exports in September and October have been lower than they were in August. They hit a big high in August, but now we're seeing declines and there's some speculation that may be due to the sanctions enforcement, but it's much more likely due to declining demand from China. And we've got Saudi y A holding a million barrels a day off the market. I do think Saudi Arabia is in the best position to be able to gauge Chinese demand, and it may be that this Chinese demand is looking a bit soft now. But you know, Abdozi's been someone is looking at the longer picture and the longer game, and he sees that that is strong well. And with great respect to your book, which is definitive, we can take these tensions at least back to the Saudi Yemeni War of nineteen thirty four. The Ibn Saud family has dealt with this for pushing one hundred years the distance to the south. Give us the modern treatment of how Riodd and Jiada look at Yemen today. Yemen is basically a thorn in their side right now. They don't like the Houthies, any group like the Houthies has Bulah Hamas. All of those groups, while well, you might think that ideologically there are similarities and matchups there, they are essentially a threat to the Saudi monarchy. The Saudi monarchy is like, you know, they're they're like the stated old you know, conservative guy who always votes the same way and always says the same thing for breakfast. You know, they're they're the status quo. And any group that's looking to change the status quo, even if there are similarities in terms of say religious extremism or religious ideology, that's seen as a threat. And what's a bit disturbing is that despite prolonged military campaigns by the Saudis and the UAE, they haven't been able to dislodge the Whoi's from Yemen. In fact, if anything, they're more entrenched. And so I do think that given the fact that the who these are at least claiming to be involved in the Israel Hamas conflict, you'll be interesting to see if the Saudis maybe use this as an excuse to really try to get them out of Yemen once and for all, or if they'll be a bit embarrassed by somebody else taking them out. And then the conservative guy, as you call Saudi Arabia their treatment of the shades of Palestine, how do you interpret that, doctor Wald? Now that that is a big question, because what we've got on one hand is King Salmon, who is nominally the king of Saudi Arabia, and he is vehemently I mean vehemently anti Israel pro Palestinian. I mean, this is a guy who thinks that, you know, the Mossad was responsible for nine to eleven and has said so, you know, in public on television. So he is a huge barrier to any kind of reprochement between Saudi Arabia and Israel. That being said, his son, who's really doing most of the ruling, the day to day ruling, seems much more inclined to use rapprochemant with Israel as a way to get what he wants or what he thinks he needs from the United States. And in fact, it seemed like that was about to be a very successful deal before this latest conflict derailed all that, and I don't think that the general battle, you know, the general lines that are drawn here are going to change. But I do think, you know, if if King Solomon wasn't wasn't there, I think we'd see a much faster progression towards Saudi Israeli normalization. I don't think we're going to see quite with the UAE or Jordan has But I do think that that he that that NBS sees it as a beneficial thing or at least a really good UH tool to get other things that he needs, like support for obtaining nuclear power and military pact with the United States. Just real quick here, how does Saudi Arabia view the production in the US. It's gotten to a record level and made all of these concerns about demand. I think that they they have kind of come to terms with the fact that the US is going to produce, with the US is going to produce, and there really isn't much they can do about it. I think they were probably pretty pleased to see that there's more consolidation in the oil industry. I think that they see that as good for production and for companies who are looking at the signs of supply and demand and aren't just pumping, pumping, pumping just to stay ahead the way that we saw in twenty fifteen, twenty sixteen, and so I think that they see this as you know, this is where it is right now, and it's not always necessarily going to be this high. Ell in a wonderful brief, particularly those comments on Yemen. Thank you so much, Ellen Wald. Atlanta Council can't say enough about Saudi inc. It is absolutely definitive. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern Bloomberg dot Com, the iHeartRadio app tune In, and the Blue Bomberg Business app. You can watch us live on Bloomberg Television and always. I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keen, and this is BloombergSee omnystudio.com/listener for privacy information.
Dr. Daniel Scoggin is the co-founder of Great Hearts Academies. Over twenty years ago, he started as the headmaster of a classical, liberal arts academy in Tempe, AZ. In 2004, Dan authored the original Great Hearts business plan. Great Hearts now serves 26,000 students at 42 schools in Phoenix, San Antonio, and North Texas, with immediate plans to expand into Louisiana and Florida. In addition to serving on the Great Hearts America board, Dan is the Academies Officer, overseeing school operations and improvement as well as further brick-and-mortar expansion nationally.Great Hearts AcademiesGreat Hearts, Great Minds - City JournalMeditations, by Marcus Aurelius: The Annotated EditionThe Lost Tools of Learning, by Dorothy Sayers (PDF)The Great Conversation: the Substance of a Liberal Education, by Robert Maynard HutchinsHow to Think About the Great Ideas, by Mortimer AdlerIf You Liked This Conversation, You May Also Enjoy:10: The Merits of a Modern Montessori Education, with Ray Girn and Matt Bateman - Where We Go Next22: Changing the Lives of Working-Class Kids, with Katharine Birbalsingh - Where We Go Next23: Children Need Freedom to Grow Independent, with Lenore Skenazy - Where We Go Next48: The Classics Belong to Everyone, with Dr. Anika Prather - Where We Go NextFollow Great Hearts on X: @GreatHeartsAcadFollow Great Hearts on Facebook: @GreatHeartsAcademies----------Are you a fan of Where We Go Next? Listen to the very end of this episode for details.Email: michael@wherewegonext.comInstagram: @wwgnpodcast
Dr. Rob Furman is an educator, leader, principal, student, speaker, and published author and has just left Public Education and is now the COO of a charter school called "Young Scholars of Western Pennsylvania". How'd the change happen and how's it all working out. Charter schools work, but they are different to manage. Rob always has great insights on Education.
Nina Rees, the president and CEO of the National Alliance for Public Charter Schools, joins Paul E. Peterson to discuss the continued growth of the charter school sector in 2023, led by state-level legislation.
Whence Came You? - Freemasonry discussed and Masonic research for today's Freemason
This week, we're exploring the rise and fall of empires and what led up to them. We discuss the property of chaos and its ever-expanding reach within the closed system and how Freemasonry might be the sentinel that keeps the world civilized. All this and more! Thanks for listening, and have a great week! Links: Who Are the Moonies? https://blog.philosophicalsociety.org/2023/07/11/who-are-the-moonies-a-story-of-assassinations-second-comings-and-mass-weddings/ Combating Ignorance https://blog.philosophicalsociety.org/2023/07/11/who-are-the-moonies-a-story-of-assassinations-second-comings-and-mass-weddings/ The Rise and Fall of Rome https://blog.philosophicalsociety.org/2023/03/22/the-rise-and-fall-of-rome-are-we-headed-for-a-repeat/ The TikTok Video - @Tomfellisheokay https://www.tiktok.com/t/ZT8StRm5k/ Skull and Crown Ltd. www.skullandcrownltd.com Craftsman+ FB Group https://www.facebook.com/groups/craftsmanplus/ WCY Podcast YouTube Channel https://www.youtube.com/c/WhenceCameYou Ancient Modern Initiation: Special Edition http://www.wcypodcast.com/the-Shop The Master's Word- A Short Treatise on the Word, the Light, and the Self - Autographed https://wcypodcast.com/the-shop Get the new book! How to Charter a Lodge https://wcypodcast.com/the-shop Truth Quantum https://truthquantum.com Our Patreon www.patreon.com/wcypodcast Support the show on Paypal https://wcypodcast.com/support-the-show Get some swag! https://wcypodcast.com/the-shop Get the book! http://a.co/5rtYr2r
This week, Ryan continues his series of interviews at the Florida Charter School Conference School Choice Summit and is joined by Braxton Padgett, attorney at the Arnold Law Firm. Braxton talks about his interest in education law and provides insight on how schools can navigate legal controversies. Braxton also talks about the mistakes that schools can make in this area and recommends corrective strategies. Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasinEducation with questions or new topics you want to see discussed. Host: Ryan Kairalla (@ryankair) Producer: Ross Ulysse
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:24 - Altice releases information about how much of their free mobile customers are converting to paid plans6:00 FWA a discussion of FWA bundling versus cable bundling8:45 Verizon names a new CFOTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, Cable, Altice USA, Comcast, Charter, Spectrum Xfinity, Verizon, AT&T, T-Mobile 5G, Fixed Wireless Access, Tony Skiadas
This week we detail the Q3 earnings numbers you need to know tied to Paramount+, Peacock, Fubo, AMC+, Roku and Brightcove including subscriber counts and DTC profit and loss. We also draw attention to the roughly one million new Comcast, Verizon, Charter, and Altice pay TV customers who have cut the cords. We talk about the announcement from Netflix that their ad tier now boasts 15 million monthly active users worldwide; Harmonic's strategic review of their video division; Bitmovin revealing that their revenue for the upcoming year will be in the 30s million; and Nokia suing Amazon and HP for allegedly violating patents related to H.264 and H.265 video decoding.
In this episode, I answer a question in one of my Six Sigma classes. The student said they were not sure if their project could be used, because it alreadys mentions some solutions to the problem, and the training said no solutions can be defined at the beginning of a Six Sigma project. He wanted to know how to handle this situation, which is very common. Links Lean Six Sigma Project Coaching Program Need help in your organization? Let's talk! Schedule a free support call Podcast Sponsor: Creative Safety Supply is a great resource for free guides, infographics, and continuous improvement tools. I recommend starting with their 5S guide. It includes breakdowns of the five pillars, ways to begin implementing 5S, and even organization tips and color charts. From red tags to floor marking; it's all there. Download it for free at creativesafetysupply.com/5S BIZ-PI.com LeanSixSigmaDefinition.com Have a question? Submit a voice message at Podcasters.Spotify.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/leansixsigmabursts/message
Former federal NDP leader Ed Broadbent has been part of some of the biggest moments in Canadian political history, from opposing the War Measures Act to helping shape the Charter of Rights and Freedoms. He reflects on that legacy in his new book, Seeking Social Democracy: Seven Decades in the Fight for Equality.
The school choice movement is having a moment again. Charter schools and voucher programs have been around for decades, but the Covid-19 pandemic has created another explosion in popularity for the choice movement. And since the pandemic, a slew of Republican-led states have passed choice policy aimed increasing access to other choice options. But does the choice movement come at the expense of public schools? Cara Fitzpatrick, author of the new book The Death of Public School: How Conservatives Won the War Over Education in America, joins Weeds host Jonquilyn Hill to discuss the origins of the school choice movement, how Covid shook everything up, and if public schools can survive this political moment. Read More: The Death of Public School: How Conservatives Won the War Over Education in America | Cara Fitzpatrick Is public school as we know it ending? | Vox The conservative push for “school choice” has had its most successful year ever | Vox Submit your policy questions! We want to know what you're curious about. Credits: Jonquilyn Hill, host Sofi LaLonde, producer Cristian Ayala, engineer A.M. Hall, editorial director of talk podcasts Want to support The Weeds? Please consider making a donation to Vox: bit.ly/givepodcasts Learn more about your ad choices. Visit podcastchoices.com/adchoices
The newest cohort of the Techstars physical health accelerator has arrived in Fort Worth. Meet two of the companies that are improving the physical, mental and whole health of patients through their innovative startup companies. This episode features Laura Epstein from Pulse Charter Connect and Shivam Ramphal from Maya AI. To learn more about Pulse Charter Connect, visit https://pulsecharterconnect.com/ To learn more about Maya AI, visit https://meetmaya.world To learn more about the Techstars physical health accelerator in Fort Worth, visit https://www.techstars.com/accelerators/physical-health-fort-worth To learn more about HSC Next, visit https://www.hscnext.com/en/
This week, Ryan and Sarah are on location at the Florida Charter School Conference School Choice Summit and are joined by Academica Chief Budget Officer Alina Chester. Alina talks to our hosts about how schools can effectively navigate the coming “fiscal cliff” of spending reductions in September 2024 that will take place once pandemic ESSER funds expire. Specific strategies for school leaders are discussed.Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasinEducation with questions or new topics you want to see discussed.Hosts: Ryan Kairalla (@ryankair); Sarah Boulos Fye (@readwithfye)Producer: Ross Ulysse
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:40 An overview of AT&T's earnings3:25 Roger's article on who is winning on iPhone 15 so farhttps://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner7:15 Verizon's Q3 ‘23 earnings10:37 Discussion on Verizon's prepaid strategy & MobileXMobileX endcap - courtesy of Jeff Moore of Wave 7 @wave7jeffhttps://twitter.com/wave7jeff/status/171686108581742620312:35 T-Mobile earnings16:12 Comcast and Charter earnings resultsTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Charter, Comcast, Spectrum, Xfinity, 5G, C-Band, mmWave, Fixed Wireless Access, earnings, net adds, postpaid phone
Whence Came You? - Freemasonry discussed and Masonic research for today's Freemason
This week, we take a short Masonic Ghost tour and then a wonderful and true story that will give you the chills. We'll wrap it up with two quick ghost stories of my own. Thanks for listening, and Happy Halloween! Links: Haunted History - Detroit https://detroithistorical.org/blog/2021-10-25-haunted-history-masonic-temple Plano Tx Hauntings https://www.dallasnews.com/arts-entertainment/holidays/2021/10/28/three-spooky-stories-you-should-know-about-plano-for-halloween/ Skull and Crown Ltd. www.skullandcrownltd.com Craftsman+ FB Group https://www.facebook.com/groups/craftsmanplus/ WCY NFT https://wcypodcast.com/nft Get a Tarot Reading by RJ http://www.wcypodcast.com/tarot WCY Podcast YouTube Channel https://www.youtube.com/c/WhenceCameYou Ancient Modern Initiation: Special Edition http://www.wcypodcast.com/the-Shop The Master's Word- A Short Treatise on the Word, the Light, and the Self - Autographed https://wcypodcast.com/the-shop Get the new book! How to Charter a Lodge https://wcypodcast.com/the-shop Truth Quantum https://truthquantum.com Our Patreon www.patreon.com/wcypodcast Support the show on Paypal https://wcypodcast.com/support-the-show Get some swag! https://wcypodcast.com/the-shop Get the book! http://a.co/5rtYr2r
Today's guest is Chris Tissue from CU Collaborate. Chris and Mark discuss their work on getting a large community charter expansion for Dade County Federal Credit Union. This was the first and only NCUA-approved community charter expansion that required a public hearing due to its size. The public hearing process begins when a federal credit union asks to serve a specific local community. The proposed community must have a population of at least 2.5 million and include more than one political jurisdiction. Join this valuable conversation to find out more about this community charter expansion. You can download a case study on the process here:https://www.cucollaborate.com/credit-union-research/dade-county-fcu-case-studywww.cucollaborate.com
In this heartwarming and insightful episode of SC Charter Chatter, we sit down with a dedicated parent from Odyssey Online Learning Charter School to hear her inspiring story and gain a unique perspective on the world of virtual education. Join us as we delve into the experiences of this extraordinary parent who has seen her child thrive in the Odyssey learning environment.Our guest will share her journey and the positive impact online learning has had on her child's education. From the flexible schedules that accommodate her family's unique needs to the dedicated and passionate educators at Odyssey, she'll reveal how this charter school has transformed their approach to learning.We'll explore the challenges they've overcome, the sense of community they've built, and the opportunities for growth that online learning has provided. Whether you're a parent considering online education options or an educator looking for fresh insights, this episode promises to be an enlightening and uplifting experience.Join us as we dive into the world of Odyssey Online Learning Charter School and learn how it's become a quality school choice option through the eyes of a passionate and dedicated parent. Don't miss this captivating episode that showcases the power of choice, adaptability, and the endless possibilities in modern education.Connect With SC Charter Chatter:Email the show at podcast@sccharterchatter.orgInstagramFacebookTwitterYouTube
APAC stocks eventually traded firmer across the board as the well-received earnings from Amazon and Intel pushed sentiment into the positive after the mostly lower close on Wall Street.US equity futures resumed trading on a firmer footing as Amazon shares rose by over 5% in the after-market as the Co. was bullish on AWS in its conference call, while Intel shares had soared 7.5% amid high demand for AI products.US President Biden ordered strikes against two facilities in Syria used by Iran's IRGC and Iran-backed groups and will take additional measures if attacks by Iran's proxies continue, according to Reuters citing the Pentagon.European equity futures are indicative of a modestly firmer open with Euro Stoxx 50 future +0.3% after cash markets had closed -0.6% on Thursday.Looking ahead, highlights include US PCE Price Index, Personal Income/ConsumptionEarnings: Air France, Carlsberg, Eni, Equinor, Sanofi; NatWest; Exxon, Chevron, Abbvie, Aon, Charter, Colgate, Phillips 66Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
This week Rick asks the captains what the most overrated species in their area is and which overlooked fish are some of the criminally underrated. Do you have a question about fishing in your area? Email rick@floridasportsman.com and we'll answer your questions on the air. Outline of Episode 215 [2:27] Tropics Report [4:12] Northeast Report [10:35] East Central Report [16:03] Southeast Report [20:03] South Report [23:38] Florida Keys Islands Report [28:09] 10,000 Islands Report [32:25] West Central Report [39:04] Big Bend Report [43:08] Panhandle Report [46:45] Florida Fishing Wrap-Up A BIG thanks to each of our sponsors, without whom we would not be able to bring you these reports each week Yamaha Outboards • Shimano Fishing • D.O.A. Lures • Tournament Master Chum • Fishing Nosara / Nosara Paradise Rentals • Young Boats • Academy Sports + Outdoors • Ocean Waves Sunglasses
Issue 23 would amend the city charter to create new rules for citizens who want to put their own amendment on the ballot.
If you want to start your preschool outside your home, listen in to today's Preschool All Stars story: Aja Burton was teaching 8th grade at a Charter school. After working at the school for 8 years, she became stressed and burnt out. After reading Joy's book, she started teaching in her home and then transitioned to online classes due to COVID. Recently, Aja decided she was ready to move her in person classes outside of her home. Listen in to discover how Aja was able to partner with her church to teach preschool, so you can too!Please rate and review us at Apple Podcasts. (We hope we've earned your 5 stars!)GET MY FREE RESOURCES FOR YOUR PRESCHOOL JOURNEY:❤️ Get my FREE “Start Your Preschool” book (+ $7.95 s&h)❤️ Start my FREE “7 Students in 7 Days” Challenge”❤️ Join my Preschool All Stars membership to get mentorship, support, friendship, and training for every step of your preschool journeyFOLLOW ME ON MY MISSION:
Whence Came You? - Freemasonry discussed and Masonic research for today's Freemason
Join us this week for a philosophical look at the symbolism represented by the Stewards! A subject almost none have written on before--we're cracking the case. We also have some great history on a Gnostic sect of Christians made famous by various books. We wrap the show with an all-new Education Application episode with the one and only Mark St. Cyr. If you've never listened to these segments before, this one might be the most important one yet. All this and more! Thanks for listening, and have an amazing week! The Cathars https://blog.philosophicalsociety.org/2023/07/07/catharism-the-strange-history-of-the-13th-century-french-gnostics/ The Stewards https://www.universalfreemasonry.org/en/article/the-stewards Skull and Crown Ltd. www.skullandcrownltd.com Craftsman+ FB Group https://www.facebook.com/groups/craftsmanplus/ WCY NFT https://wcypodcast.com/nft Get a Tarot Reading by RJ http://www.wcypodcast.com/tarot WCY Podcast YouTube Channel https://www.youtube.com/c/WhenceCameYou Ancient Modern Initiation: Special Edition http://www.wcypodcast.com/the-Shop The Master's Word- A Short Treatise on the Word, the Light, and the Self - Autographed https://wcypodcast.com/the-shop Get the new book! How to Charter a Lodge https://wcypodcast.com/the-shop Truth Quantum https://truthquantum.com Our Patreon www.patreon.com/wcypodcast Support the show on Paypal https://wcypodcast.com/support-the-show Get some swag! https://wcypodcast.com/the-shop Get the book! http://a.co/5rtYr2r
On this episode of the Tom Rowland Podcast, we've got Capt. Jonathan Moss from Waypoint TV's The Captains Log. Jonathan and I talk about his work in the Key's and how he is fighting back against polluted water, specifically on a mission to restore the Everglades water system, algae blooms, and water policies. Check out Captains for Clean Water to support the cause (https://captainsforcleanwater.org) Follow along with Capt. Jonathan Moss: Capt. Jonathan Moss Instagram - https://www.instagram.com/gocastaway/ Book a Charter with Capt. Jonathan Moss - [https://www.gocastaway.com](https://www.gocastaway.com/) The Captains Log Website [https://www.thecaptainslogtv.com](https://www.thecaptainslogtv.com/) The Captains Log on Waypoint - https://waypointtv.com/captains-log The Captains Log on Youtube https://www.youtube.com/@TheCaptainsLogTV Instagram - https://www.instagram.com/thecaptainslogtv/ Facebook - https://www.facebook.com/thecaptainslogtv/ WEBSITES: http://www.saltwaterexperience.com http://www.tomrowlandpodcast.com STREAM ALL OUR FULL SEASONS ON WAYPOINT TV: http://waypointtv.com/#!/saltwaterexperience ********************************************************************** SPONSORS: http://www.hawkscay.com/ http://www.yellowfinyachts.com/ http://www.tackledirect.tv http://www.lowrance.com/en/ http://www.yeticoolers.com/ http://www.mercurymarine.com http://www.fla-keys.com/ https://www.hukgear.com http://www.blackriflecoffee.com - Use code Blastoff25 for 25% discount http://www.ameratrail.com https://stcroixrods.com http://www.power-pole.com/ http://www.nikonsportoptics.com/en/index.page Learn more about your ad choices. Visit megaphone.fm/adchoices