October 22, 2021: There is an opioid crisis in the US today. It's a vicious cycle for people in the throes of addiction. They might also be coping with family issues, financial ruin or the psychiatric and mental health disorders that go along with it. And the pandemic only added to the problem with social isolation and the erosion of a lot of safety networks. Even before the pandemic, there was a lack of resources.. What is the CHIME Opioid Task Force doing to help? Joining us today are members Matt Sullivan, Atrium Health, Sean Kelly, Imprivata, Bruce Cerullo, Nordic Consulting and Scott Weiner, Brigham. Key Points:00:00:00 - Introduction00:04:00 - The overdose numbers from 2020 were the worst we've ever recorded. 00:17:45 - Opioid Action Center - https://opioidactioncenter.com/00:20:30 - EPCS - Electronic Prescribing of Controlled Substances00:26:33 - Opioid Task Force Playbook - https://chimecentral.org/opioid-task-force-playbook/
In this episode, Jen McHale-Bryar, Managing Director - Global IT, Strategic Programs & Operations dig into cloud security with two of our own experts Don Galzarano, Managing Director - Global IT, Enterprise Architecture and Simon Gooch, Managing Director - Global IT, Cyber Security and Digital Identity Lead.
Gigi Gronval, Senior Scholar at the Johns Hopkins Center for Health Security at the Bloomberg School of Public Health, shares her thoughts on the FDA approving the mixing of Covid vaccines. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Personal Finance Editor Ben Steverman talk about Ben's Big Take story Hidden Ways the Ultrarich Pass Wealth to Their Heirs Tax-Free. Bloomberg News White House Correspondent Josh Wingrove explains how President Biden is tackling the supply-chain crisis. Bloomberg News Finance Reporter Jenny Surane discusses PayPal's ‘Super App' ambitions with their pursuit of Pinterest. And We Drive to the Close with Chris Zaccarelli, CIO at Independent Advisor Alliance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Why Joe Biden's Infrastructure Package might not happen; M2 Money Supply Inflation will resolve to Deflation in 2022; Futures-futures, Bitcoin vs Gold, and Oil Futures Contango; Earnings Expectations & Economic Growth, why retail sales are "up." ------ SEG-1: Prelude to the Next Debt Ceiling Debate SEG-2: Bitcoin vs Gold, & Futures Futures SEG-3: What the Atlanta Fed's Real-time GDP Shows SEG-4: The Real Reason Retail Sales Numbers are Up NOTE: You can watch the video of this show here: https://www.youtube.com/watch?v=VYmgiGwcbYI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: "Third Quarter Earnings Pageant Continues," https://www.youtube.com/watch?v=vkkOTOGLjRk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=154s -------- Our previous show, "How to Invest in a Disrupted World," is here: https://www.youtube.com/watch?v=4nZ3aMp04o0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles Mentioned in this show: https://realinvestmentadvice.com/persistent-inflation-poses-a-real-threat-to-stock-prices https://realinvestmentadvice.com/technically-speaking-the-bullish-bearish-market-case/ https://realinvestmentadvice.com/sugar-rush-why-the-economy-will-run-hot-then-crash/ -------- Register for the next Lunch & Learn on Avoiding Costly Mistakes on the FAFSA: https://us06web.zoom.us/webinar/register/6916336439007/WN_OOtN-WhNRcepii4v9BV8sg -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitCoin #Profits #EconomicCollapse #BitcoinETF #BitcoinFutures #Inflation #Deflation #Markets #MarketCorrection #MarketVolatility
In this episode, Ab speaks with Azman Jaafar, Managing Partner and one of the founding members of RHTLaw Asia on how legal technology can drive success in a law firm.This episode is a special segment to the article "How Legal Tech Innovation Can Drive Success in Your Firm" which was published in the Singapore Law Gazette in October 2021.
This episode features Jennifer Wesson Greenman, Chief Information Officer at Cancer Treatment Centers of America. Here, she discusses her career journey, her top priorities as CIO, and more.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on why the Fed is holding down rates while the market is at all-time highs, is solving supply chain disruption the key to tempering inflation, and what to expect as we enter a seasonally strong period for the market.
Shares of Novavax are down sharply after Politico reported the company is having problems manufacturing its highly anticipated Covid-19 vaccine. Dr. Scott Gottlieb, former FDA commissioner and CNBC contributor, discusses Covid therapeutics, vaccines, and the U.S. production and manufacturing system. Paul Tudor Jones, founder and CIO at Tudor Investment Corporation and founder of the Robin Hood Foundation, shares his inflation trades and portfolio breakdown. The legendary hedge fund manager also explains which assets investors should stay away from as the Federal Reserve slowly reacts to rising prices. New York City has announced an expansion of its Covid vaccine mandate to all public employees, removing the option to test out. Plus, Facebook may soon be rebranded with a new name.In this episode:Dr. Scott Gottlieb, @ScottGottliebMDPaul Tudor Jones, @ptj_officialBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkin
Are you driving to the park when you can just bike there? Every time you eat, do you use disposable cups and plates or wash your dishes by hand and reuse them? Are you eating meat every day? It's the little things that you think won't affect the planet, but in reality, they do. Corinna Bellizzi sits down with Dianne Dain in this timely conversation about sustainable climate action solutions. Dianne is the Chief Innovation and Initiatives Officer of the World Humanitarian Forum We could all do the world a bit of good if we start living a little bit greener. Learn how to avoid living in an economy of consumption and start living in nature. Also, discover how human principles and perspectives are genderless, and so much more. About Our Guest: Dianne Dain is a mover and shaker in the world of social action and sustainability. As part of the WHO Innovation Team and the founding group of the United Nations Technology Innovations Lab (UNTIL), Lead for the United Nations Reboot Accelerator, and CIO at Quiet Mark -- she dedicates her work to building social and technology innovation ecosystems that usher in a better and healthier world, while inspiring youth to stand up and take action against climate change. Guest LinkedIn: https://www.linkedin.com/in/diannedain/ Guest Website: https://www.diannedain.com Guest Social: https://twitter.com/DianneDain World Humanitarian Forum: https://www.whf.london/ COP26: https://ukcop26.org/ Timestamps: 0:00 - Introduction 1:25 - Dianne's work in sustainability 4:27 - Creating a healthier, more equitable post-COVID world 5:57 - The world is a stakeholder 11:33 - Feminine perspectives towards Mother Nature and her resources 13:45 - Women in leadership 16:22 - Promising climate solutions 21:38 - Daily routines that reduce carbon footprint 23:58 - Adapting a green deal mindset 29:19 - Disrupting our habits 31:31 - The world in seven generations 33:04 - Technology as both a problem and solution 36:21 - Continue to care more and be better 38:19 - Conclusion Join the Care More. Be Better. Community! (Social Links Below) Website: https://www.caremorebebetter.com YouTube: https://www.youtube.com/channel/UCveJg5mSfeTf0l4otrxgUfg Instagram: https://www.instagram.com/CareMore.BeBetter/ Facebook: https://www.facebook.com/CareMoreBeBetter LinkedIn: https://www.linkedin.com/company/care-more-be-better Twitter: https://twitter.com/caremorebebettr Clubhouse: https://www.clubhouse.com/club/care-more-be-better Support Care More. Be Better: A Social Impact + Sustainability Podcast Care More. Be Better. is not backed by any company. We answer only to our collective conscience. As a listener, reader, and subscriber you are part of this pod and this community and we are honored to have your support. If you can, please help finance the show (https://www.caremorebebetter.com/donate). Thank you, now and always, for your support as we get this thing started!
About NickNick Heudecker leads market strategy and competitive intelligence at Cribl, the observability pipeline company. Prior to Cribl, Nick spent eight years as an industry analyst at Gartner, covering data and analytics. Before that, he led engineering and product teams at multiple startups, with a bias towards open source software and adoption, and served as a cryptologist in the US Navy. Join Corey and Nick as they discuss the differences between observability and monitoring, why organizations struggle to get value from observability data, why observability requires new data management approaches, how observability pipelines are creating opportunities for SRE and SecOps teams, the balance between budgets and insight, why goats are the world's best mammal, and more.Links: Cribl: https://cribl.io/ Cribl Community: https://cribl.io/community Twitter: https://twitter.com/nheudecker Try Cribl hosted solution: https://cribl.cloud TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: This episode is sponsored in part by Thinkst. This is going to take a minute to explain, so bear with me. I linked against an early version of their tool, canarytokens.org in the very early days of my newsletter, and what it does is relatively simple and straightforward. It winds up embedding credentials, files, that sort of thing in various parts of your environment, wherever you want to; it gives you fake AWS API credentials, for example. And the only thing that these things do is alert you whenever someone attempts to use those things. It's an awesome approach. I've used something similar for years. Check them out. But wait, there's more. They also have an enterprise option that you should be very much aware of canary.tools. You can take a look at this, but what it does is it provides an enterprise approach to drive these things throughout your entire environment. You can get a physical device that hangs out on your network and impersonates whatever you want to. When it gets Nmap scanned, or someone attempts to log into it, or access files on it, you get instant alerts. It's awesome. If you don't do something like this, you're likely to find out that you've gotten breached, the hard way. Take a look at this. It's one of those few things that I look at and say, “Wow, that is an amazing idea. I love it.” That's canarytokens.org and canary.tools. The first one is free. The second one is enterprise-y. Take a look. I'm a big fan of this. More from them in the coming weeks.Corey: This episode is sponsored in part by our friends at Jellyfish. So, you're sitting in front of your office chair, bleary eyed, parked in front of a powerpoint and—oh my sweet feathery Jesus its the night before the board meeting, because of course it is! As you slot that crappy screenshot of traffic light colored excel tables into your deck, or sift through endless spreadsheets looking for just the right data set, have you ever wondered, why is it that sales and marketing get all this shiny, awesome analytics and inside tools? Whereas, engineering basically gets left with the dregs. Well, the founders of Jellyfish certainly did. That's why they created the Jellyfish Engineering Management Platform, but don't you dare call it JEMP! Designed to make it simple to analyze your engineering organization, Jellyfish ingests signals from your tech stack. Including JIRA, Git, and collaborative tools. Yes, depressing to think of those things as your tech stack but this is 2021. They use that to create a model that accurately reflects just how the breakdown of engineering work aligns with your wider business objectives. In other words, it translates from code into spreadsheet. When you have to explain what you're doing from an engineering perspective to people whose primary IDE is Microsoft Powerpoint, consider Jellyfish. Thats Jellyfish.co and tell them Corey sent you! Watch for the wince, thats my favorite part.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. This promoted episode is a bit fun because I'm joined by someone that I have a fair bit in common with. Sure, I moonlight sometimes as an analyst because I don't really seem to know what that means, and he spent significant amounts of time as a VP analyst at Gartner. But more importantly than that, a lot of the reason that I am the way that I am is that I spent almost a decade growing up in Maine, and in Maine, there's not a lot to do other than sit inside for the nine months of winter every year and develop personality problems.You've already seen what that looks like with me. Please welcome Nick Heudecker, who presumably will disprove that, but maybe not. He is currently a senior director of market strategy and competitive intelligence at Cribl. Nick, thanks for joining me.Nick: Thanks for having me. Excited to be here.Corey: So, let's start at the very beginning. I like playing with people's titles, and you certainly have a lofty one. ‘competitive intelligence' feels an awful lot like jeopardy. What am I missing?Nick: Well, I'm basically an internal analyst at the company. So, I spend a lot of time looking at the broader market, seeing what trends are happening out there; looking at what kind of thought leadership content that I can create to help people discover Cribl, get interested in the products and services that we offer. So, I'm mostly—you mentioned my time in Maine. I was a cryptologist in the Navy and I spent almost all of my time focused on what the bad guys do. And in this job, I focus on what our potential competitors do in the market. So, I'm very externally focused. Does that help? Does that explain it?Corey: No, it absolutely does. I mean, you folks have been sponsoring our nonsense for which we thank you, but the biggest problem that I have with telling the story of Cribl was that originally—initially it was, from my perspective, “What is this hokey nonsense?” And then I learned and got an answer and then finish the sentence with, “And where can I buy it?” Because it seems that the big competitive threat that you have is something crappy that some rando sysadmin has cobbled together. And I say that as the rando sysadmin, who has cobbled a lot of things like that together. And it's awful. I wasn't aware you folks had direct competitors.Nick: Today we don't. There's a couple that it might be emerging a little bit, but in general, no, it's mostly us, and that's what I analyze every day. Are there other emerging companies in the space? Are there open-source projects? But you're right, most of the things that we compete against are DIY today. Absolutely.Corey: In your previous role, which you were at for a very long time in tech terms—which in a lot of other cases is, “Okay, that doesn't seem that long,” but seven and a half years is a respectable stint at a company. And you were at Gartner doing a number of analyst-like activities. Let's start at the beginning because I assure you, I'm asking this purely for the audience and not because I don't know the answer myself, but what exactly is the purpose of an analyst firm, of which Gartner is the most broadly known and, follow up, why do companies care what Gartner thinks?Nick: Yeah. It's a good question, one that I answer a lot. So, what is the purpose of an analyst firm? The purpose of an analyst firm is to get impartial information about something, whether that is supply chain technology, big data tech, human resource management technologies. And it's often difficult if you're an end-user and you're interested in say, acquiring a new piece of technology, what really works well, what doesn't.And so the analyst firm because in the course of a given year, I would talk to nearly a thousand companies and both end-users and vendors as well as investors about what they're doing, what challenges they're having, and I would distill that down into 30-minute conversations with everyone else. And so we provided impartial information in aggregate to people who just wanted to help. And that's the purpose of an analyst firm. Your second question, why do people care? Well, I didn't get paid by vendors.I got paid by the company that I worked for, and so I got to be Tron; I fought for the users. And because I talk to so many different companies in different geographies, in different industries, and I share that information with my colleagues, they shared with me, we had a very robust understanding of what's actually happening in any technology market. And that's uncommon kind of insight to really have in any kind of industry. So, that's the purpose and that's why people care.Corey: It's easy from the engineering perspective that I used to inhabit to make fun of it. It's oh, it's purely justification when you're making a big decision, so if it goes sideways—because find me a technology project that doesn't eventually go sideways—I want to be able to make sure that I'm not the one that catches heat for it because Gartner said it was good. They have an amazing credibility story going on there, and I used to have that very dismissive perspective. But the more I started talking to folks who are Gartner customers themselves and some of the analyst-style things that I do with a variety of different companies, it's turned into, “No, no. They're after insight.”Because it turns out, from my perspective at least, the more that you are focused on building a product that solves a problem, you sort of lose touch with the broader market because the only people you're really talking to are either in your space or have already acknowledged and been right there and become your customer and have been jaded to see things from your point of view. Getting a more objective viewpoint from an impartial third party does have value.Nick: Absolutely. And I want you to succeed, I want you to be successful, I want to carry on a relationship with all the clients that I would speak with, and so one of the fun things I would always ask is, “Why are you asking me this question now?” Sometimes it would come in, they'd be very innocuous;, “Compare these databases,” or, “Compare these cloud services.” “Well, why are you asking?” And that's when you get to, kind of like, the psychology of it.“Oh, we just hired a new CIO and he or she hates vendor X, so we have to get rid of it.” “Well, all right. Let's figure out how we solve this problem for you.” And so it wasn't always just technology comparisons. Technology is easy, you write a check and you hope for the best.But when you're dealing with large teams and maybe a globally distributed company, it really comes down to culture, and personality, and all the harder factors. And so it was always—those were always the most fun and certainly the most challenging conversations to have.Corey: One challenge that I find in this space is—in my narrow niche of the world where I focus on AWS bills, where things are extraordinarily yes or no, black or white, binary choices—that I talked to companies, like during the pandemic, and they were super happy that, “Oh, yeah. Our infrastructure has auto-scaling and it works super well.” And I look at the bill and the spend graph over time is so flat you could basically play a game of pool on top of it. And I don't believe that I'm talking to people who are lying to me. I truly don't believe that people make that decision, but what they believe versus what is evidenced in reality are not necessarily congruent. How do you disambiguate from the stories that people want to tell about themselves? And what they're actually doing?Nick: You have to unpack it. I think you have to ask a series of questions to figure out what their motivation is. Who else is on the call, as well? I would sometimes drop into a phone call and there would be a dozen people on the line. Those inquiry calls would go the worst because everyone wants to stake a claim, everyone wants to be heard, no one's going to be honest with you or with anyone else on the call.So, you typically need to have a pretty personal conversation about what does this person want to accomplish, what does the company want to accomplish, and what are the factors that are pushing against what those things are? It's like a novel, right? You have a character, the character wants to achieve something, and there are multiple obstacles in that person's way. And so by act five, ideally everything wraps up and it's perfect. And so my job is to get the character out of the tree that is on fire and onto the beach where the person can relax.So, you have to unpack a lot of different questions and answers to figure out, well, are they telling me what their boss wants to hear or are they really looking for help? Sometimes you're successful, sometimes you're not. Not everyone does want to be open and honest. In other cases, you would have a team show up to a call with maybe a junior engineer and they really just want you to tell them that the junior engineer's architecture is not a good idea. And so you do a lot of couples therapy as well. I don't know if this is really answering the question for you, but there are no easy answers. And people are defensive, they have biases, companies overall are risk-averse. I think you know this.Corey: Oh, yeah.Nick: And so it can be difficult to get to the bottom of what their real motivation is.Corey: My approach has always been that if you want serious data, you go talk to Gartner. If you want [anec-data 00:09:48] and some understanding, well, maybe we can have that conversation, but they're empowering different decisions at different levels, and that's fine. To be clear, I do not consider Gartner to be a competitor to what I do in any respect. It turns out that I am not very good at drawing charts in varying shades of blue and positioning things just so with repeatable methodology, and they're not particularly good at having cartoon animals as their mascot that they put into ridiculous situations. We each have our portion of the universe, and that's working out reasonably well.Nick: Well, and there's also something to unpack there as well because I would say that people look at Gartner and they think they have a lot of data. To a certain degree they do, but a lot of it is not quantifiable data. If you look at a firm like IDC, they specialize in—like, they are a data house; that is what they do. And so their view of the world and how they advise their clients is different. So, even within analyst firms, there is differentiation in what approach they take, how consultative they might be with their clients, one versus another. So, there certainly are differences that you could find the more exposure you get into the industry.Corey: For a while, I've been making a recurring joke that Route 53—Amazon's managed DNS service—is in fact a database. And then at some point, I saw a post on Reddit where someone said, “Yeah, I see the joke and it's great, but why should I actually not do this?” At which point I had to jump in and say, “Okay, look. Jokes are all well and good, but as soon as people start taking me seriously, it's very much time to come clean.” Because I think that's the only ethical and responsible thing to do in this ecosystem.Similarly, there was another great joke once upon a time. It was an April Fool's Day prank, and Google put out a paper about this thing they called MapReduce. Hilarious prank that Yahoo fell for hook, line, and sinker, and wound up building Hadoop out of it and we're still paying the price for that, years later. You have a bit of a reputation from your time at Gartner as being—and I quote—“The man who killed Hadoop.” What happened there? What's the story? And I appreciate your finally making clear to the rest of us that it was, in fact, a joke. What happened there?Nick: Well, one of the pieces of research that Gartner puts out every year is this thing called a Hype Cycle. And we've all seen it, it looks like a roller coaster in profile; big mountain goes up really high and then comes down steeply, drops into a valley, and then—Corey: ‘the trough of disillusionment,' as I recall.Nick: Yes, my favorite. And then plateaus out. And one of the profiles on that curve was Hadoop distributions. And after years of taking inquiry calls, and writing documents, and speaking with everybody about what they were doing, we realized that this really isn't taking off like everyone thinks it is. Cluster sizes weren't getting bigger, people were having a lot of challenges with the complexity, people couldn't find skills to run it themselves if they wanted to.And then the cloud providers came in and said, “Well, we'll make a lot of this really simple for you, and we'll get rid of HDFS,” which is—was a good idea, but it didn't really scale well. I think that the challenge of having to acquire computers with compute storage and memory again, and again, and again, and again, just was not sustainable for the majority of enterprises. And so we flagged it as this will be obsolete before plateau. And at that point, we got a lot of hate mail, but it just seemed like the right decision to make, right? Once again, we're Tron; we fight for the users.And that seemed like the right advice and direction to provide to the end-users. And so didn't make a lot of friends, but I think I was long-term right about what happened in the Hadoop space. Certainly, some fragments of it are left over and we're still seeing—you know, Spark is going strong, there's a lot of Hive still around, but Hadoop as this amalgamation of open-source projects, I think is effectively dead.Corey: I sure hope you're right. I think it has a long tail like most things that are there. Legacy is the condescending engineering term for ‘it makes money.' You were at Gartner for almost eight years and then you left to go work at Cribl. What triggered that? What was it that made you decide, “This is great. I've been here a long time. I've obviously made it work for me. I'm going to go work at a startup that apparently, even though it recently raised a $200 million funding round”—congratulations on that, by the way—“It still apparently can't afford to buy a vowel in its name.” That's C-R-I-B-L because, of course, it is. Maybe another consonant, while you're shopping. But okay, great. It's oddly spelled, it is hard to explain in some cases, to folks who are not already feeling pain in that space. What was it that made you decide to sit up and, “All right, this is where I want to be?”Nick: Well, I met the co-founders when I was an analyst. They were working at Splunk and oddly enough—this is going to be an interesting transition compared to the previous thing we talked about—they were working on Hunk, which was, let's use HDFS to store Splunk data. Made a lot of sense, right? It could be much more cost-effective than high-cost infrastructure for Splunk. And so they told me about this; I was interested.And so I met the co-founders and then I reconnected with them after they left and formed Cribl. And I thought the story was really cool because where they're sitting is between sources and destinations of observability data. And they were solving a problem that all of my customers had, but they couldn't resolve. They would try and build it themselves. They would look at—Kafka was a popular choice, but that had some challenges for observability data—works fantastically well for application data.And they were just—had a very pragmatic view of the world that they were inhabiting and the problem that they were looking to solve. And it looked kind of like a no-brainer of a problem to solve. But when you double-click on it, when you really look down and say, “All right, what are the challenges with doing this?” They're really insurmountable for a lot of organizations. So, even though they may try and take a DIY approach, they often run into trouble after just a few weeks because of all the protocols you have to support, all the different data formats, and all the destinations, and role-based access control, and everything else that goes along with it.And so I really liked the team. I thought the product inhabited a unique space in the market—we've already talked about the lack of competitors in the space—and I just felt like the company was on a rocket ship—or is a rocket ship—that basically had unbounded success potential. And so when the opportunity arose to join the team and do a lot of the things I like doing as an analyst—examining the market, talking to people looking at competitive aspects—I jumped at it.Corey: It's nice when you see those opportunities that show up in front of you, and the stars sort of align. It's like, this is not just something that I'm excited about and enthused about, but hey, they can use me. I can add something to where they're going and help them get there better, faster, sooner, et cetera, et cetera.Nick: When you're an analyst, you look at dozens of companies a month and I'd never seen an opportunity that looked like that. Everything kind of looked the same. There's a bunch of data integration companies, there's a bunch of companies with Spark and things like that, but this company was unique; the product was unique, and no one was really recognizing the opportunity. So, it was just a great set of things that all happen at the same time.Corey: It's always fun to see stars align like that. So—Nick: Yeah.Corey: —help me understand in a way that can be articulated to folks who don't have 15 years of grumpy sysadmin experience under their belts, what does Cribl do?Nick: So, Cribl does a couple of things. Our flagship product is called LogStream, and the easiest way to describe that is as an abstraction between sources and destinations of data. And that doesn't sound very interesting, but if you, from your sysadmin background, you're always dealing with events, logs, now there's traces, metrics are also hanging around—Corey: Oh, and of course, the time is never synchronized with anything either, so it's sort of a giant whodunit, mystery, where half the eyewitnesses lie.Nick: Well, there's that. There's a lot of data silos. If you got an agent deployed on a system, it's only going to talk to one destination platform. And you repeat this, maybe a dozen times per server, and you might have 100,000 or 200,000 servers, with all of these different agents running on it, each one locked into one destination. So, you might want to be able to mix and match that data; you can't. You're locked in.One of the things LogStream does is it lets you do that exact mixing and matching. Another thing that this product does, that LogStream does, is it gives you ability to manage that data. And then what I mean by that is, you may want to reduce how much stuff you're sending into a given platform because maybe that platform charges you by your daily ingest rates or some other kind of event-based charges. And so not all that data is valuable, so why pay to store it if it's not going to be valuable? Just dump it or reduce the amount of volume that you've got in that payload, like a Windows XML log.And so that's another aspect that it allows you to do, better management of that stuff. You can redact sensitive fields, you can enrich the data with maybe, say, GeoIPs so you know what kind of data privacy laws you fall under and so on. And so, the story has always been, land the data in your destination platform first, then do all those things. Well, of course, because that's how they charge you; they charge you based on daily ingest. And so now the story is, make those decisions upfront in one place without having to spread this logic all over, and then send the data where you want it to go.So, that's really, that's the core product today, LogStream. We call ourselves an observability pipeline for observability data. The other thing we've got going on is this project called AppScope, and I think this is pretty cool. AppScope is a black box instrumentation tool that basically resides between the application runtime and the kernel and any shared libraries. And so it provides—without you having to go back and instrument code—it instruments the application for you based on every call that it makes and then can send that data through something like LogStream or to another destination.So, you don't have to go back and say, “Well, I'm going to try and find the source code for this 30-year old c++ application.” I can simply run AppScope against the process, and find out exactly what that application is doing for me, and then relay that information to some other destination.Corey: This episode is sponsored in part by Liquibase. If you're anything like me, you've screwed up the database part of a deployment so severely that you've been banned from touching every anything that remotely sounds like SQL, at at least three different companies. We've mostly got code deployments solved for, but when it comes to databases we basically rely on desperate hope, with a roll back plan of keeping our resumes up to date. It doesn't have to be that way. Meet Liquibase. It is both an open source project and a commercial offering. Liquibase lets you track, modify, and automate database schema changes across almost any database, with guardrails to ensure you'll still have a company left after you deploy the change. No matter where your database lives, Liquibase can help you solve your database deployment issues. Check them out today at liquibase.com. Offer does not apply to Route 53.Corey: I have to ask because I love what you're doing, don't get me wrong. The counterargument that always comes up in this type of conversation is, “Who in their right mind looks at the state of the industry today and says, ‘You know what we need? That's right; another observability tool.'” what differentiates what you folks are building from a lot of the existing names in the space? And to be clear, a lot of the existing names in the space are treating observability simply as hipster monitoring. I'm not entirely sure they're wrong, but that's a different fight for a different time.Nick: Yeah. I'm happy to come back and talk about that aspect of it, too. What's different about what we're doing is we don't care where the data goes. We don't have a dog in that fight. We want you to have better control over where it goes and what kind of shape it's in when it gets there.And so I'll give an example. One of our customers wanted to deploy a new SIEM—Security Information Event Management—tool. But they didn't want to have to deploy a couple hundred-thousand new agents to go along with it. They already had the data coming in from another agent, they just couldn't get the data to it. So, they use LogStream to send that data to their new desired platform.Worked great. They were able to go from zero to a brand new platform in just a couple days, versus fighting with rolling out agents and having to update them. Did they conflict with existing agents? How much performance did it impact on the servers, and so on? So, we don't care about the destination. We like everybody. We're agnostic when it comes to where that data goes. And—Corey: Oh, it's not about the destination. It's about the journey. Everyone's been saying it, but you've turned it into a product.Nick: It's very spiritual. So, we [laugh] send, we send your observability data on a spiritual [laugh] journey to its destination, and we can do quite a bit with it on the way.Corey: So, you said you offered to go back as well and visit the, “Oh, it's monitoring, but we're going to call it observability because otherwise we get yelled out on Twitter by Charity Majors.” How do you view that?Nick: Monitoring is the things you already know. Right? You know what questions you want to ask, you get an alert if something goes out of bounds or something goes from green to red. Think about monitoring as a data warehouse. You shape your data, you get it all in just the right condition so you can ask the same question over and over again, over different time domains.That's how I think about monitoring. It's prepackaged, you know exactly what you want to do with it. Observability is more like a data lake. I have no idea what I'm going to do with this stuff. I think there's going to be some signals in here that I can use, and I'm going to go explore that data.So, if monitoring is your known knowns, observability is your unknown unknowns. So, an ideal observability solution gives you an opportunity to discover what those are. Once you discover them. Great. Now, you can talk about how to get them into your monitoring system. So, for me, it's kind of a process of discovery.Corey: Which makes an awful lot of sense. The problem I've always had with the monitoring approach is it falls into this terrible pattern of enumerate the badness. In other words, “Imagine all the ways that this system can fail,” and then build an alerting that lets you know when any of those things happen. And what happens next is inevitable to anyone who's ever dealt with the tricksy devils known as computers, and what happens, of course, is that they find new ways to fail and you generally get to add to the list of things to check for, usually at two o'clock in the morning.Nick: On a Sunday.Corey: Oh, absolutely. It almost doesn't matter when. The real problem is when these things happen, it's, “What day, actually, is it?” And you have to check the calendar to figure out because your third time that week being woken up in the dead of night. It's like an infant but less than endearing.So, that has been the old school approach, and there's unfortunately still an awful lot of, we'll just call it nonsense, in the industry that still does exactly the same thing, except now they call it observability because—hearkening back to earlier in our conversation—there's a certain point in the Gartner Hype Cycle that we are all existing within. What's the deal with that?Nick: Well, I think that there are a lot of entrenched interests in the monitoring space. And so I think you always see this when a new term comes around. Vendors will say, “All right, well, there's a lot of confusion about this. Let me back-fit my product into this term so that I can continue to look like I'm on the leading edge and I'm not going to put any of my revenues in jeopardy.” I know, that's a cynical view, but I've seen it over and over again.And I think that's unfortunate because there's a real opportunity to have a better understanding of your systems, to better understand what's happening in all the containers you're deploying and not tearing down the way that you should, to better understand what's happening in distributed systems. And it's going to be a real missed opportunity if that is what happens. If we just call this ‘Monitoring 2.0' it's going to leave a lot of unrealized potential in the market.Corey: The big problem that I've seen in a lot of different areas is—I'll be direct—consolidation where you have a company that starts to do a thing—and that's great—and then they start doing other things that are tied to it. And in turn, they start, I guess, gathering everything in the ecosystem. If you break down observability into various constituent parts, I—know, I know, the pillars thing is going to upset people; ignore that for now—and if you have an offering that's weak in a particular area, okay, instead of building it organically into the product, or saying, “Yeah, that's not what we do,” there's an instinct to acquire a company or build that functionality out. And it turns out that we're building what feels the lot to me like the SaaS equivalent of multifunction printers: they can print, they can scan, they can fax, and none of those three very well, so it winds up with something that dissatisfies everyone, rather than a best-of-breed solution that has a very clear and narrow starting and stopping point. How do you view that?Nick: Well, what you've described is a compromise, right? A compromise is everyone can work and no one's happy. And I think that's the advantage of where LogStream comes in. The reality is best-of-breed. Most enterprises today have 30 or more different monitoring tools—call them observability tools if you want to—and you will never pry those tools from the dead hands of those sysadmins, DevOps engineers, SREs, et cetera.They all integrate those tools into how they work and their processes. So, we're living in a best-of-breed world. It's like that in data and analytics—my former beat—and it's like that in monitoring and observability. People really gravitate towards the tools they like, they gravitate towards the tools their friends are using. And so you need a way to be able to mix and match that stuff.And just because I want to stay [laugh] on message, that's really where the LogStream story kind of blends in because we do that; we allow you to mix and match all those different pieces.Corey: Joke's on you. I use Nagios and I have no friends. I'm not convinced those two things are entirely unrelated, but here we are. So here's, I guess, the big burning question that a lot of folks—certainly not me, but other undefined folks, ‘lots of people are saying'—so you built something interesting that actually works. I want to be clear on this.I have spoken to customers of yours. They swear by it instead of swearing at it, which happens with other companies. Awesome. You have traction, you're moving forward, things are going great. Here's $200 million is the next part of that story, and on some level, my immediate reaction—which does need updating, let's be clear here—is like, all right.I'm trying to build a product. I can see how I could spend a few million bucks. “Well, what can you do with I don't know, 100 times that?” My easy answer is, “Something monstrous.” I don't believe that is the case here. What is the growth plan? What are you doing that makes having that kind of a war chest a useful and valuable thing to have?Nick: Well, if you speak with the co-founders—and they've been open about this—we view ourselves as a generational company. We're not just building one product. We've been thinking about, how do we deliver on observability as this idea of discovery? What does that take? And it doesn't mean that we're going to be less agnostic to other destinations, we still think there's an incredible amount of value there and that's not going away, but we think there's maybe an interim step that we build out, potentially this idea of an observability data lake where you can explore these environments.Certainly, there's other types of options in the space today. Most of them are SQL-based, which is interesting because the audience that uses monitoring and observability tools couldn't care less about SQL right? They want search, they want regex, and so you've got to have the right tool for that audience. And so we're thinking about what that looks like going forward. We're doubling down on people.Surprisingly, this is a very—like anything else in software, it is people-intensive. And so certainly those are other aspects that we're exploring with the recent investment, but definitely, multiproduct company is our future and continued expansion.Corey: Expansion is always a fun one. It's the idea of, great, are you looking at going deeper into the areas you're already active within, or is it more of a, “Ah, so we've solved the, effectively, log routing problem. That's great. Let's solve other problems, too.” Or is it more of a, I guess, a doubling down and focusing on what's working? And again, that probably sounds judgmental in a way I don't intend it to at all. I just have a hard time contextualizing that level of scale coming from a small company perspective the way that I do.Nick: Yeah. Our plan is to focus more intently on the areas that we're in. We have a huge basis of experience there. We don't want to be all things to all people; that dilutes the message down to nothing, so we want to be very specific in the audiences we talk to, the problems we're trying to solve, and how we try to solve them.Corey: The problem I've always found with a lot of the acquisition, growth thrashing of—let me call it what I think it is: companies in decline trying to strain relevancy, it feels almost like a, “We don't see a growth strategy. So, we're going to try and acquire everything that hold still long enough, at some level, trying to add more revenue to the pile, but also thrashing in the sense of, okay. They're going to teach us how to do things in creative, awesome ways,” but it never works out that way. When you have a 50,000 person company acquiring a 200 person company, invariably the bigger culture is going to dominate. And I don't understand why that mistake seems to continually happen again, and again, and again.And people think I'm effectively alluding to—or whenever the spoken word version of subtweeting is—a particular company or a particular acquisition. I'm absolutely not, there are probably 50 different companies listening right now who thinks, “Oh, God. He's talking about us.” It's the common repeating trend. What is that?Nick: It's hard to say. In some cases, these acquisitions might just be talent. “We need to know how to do X. They know how to do X. Let's do it.” They may have very unique niche technology or software that another company thinks they can more broadly apply.Also, some of these big companies, these may not be board-level or CEO-level decisions. A business unit might decide, “Oh, I like what that company is doing. I'm going to go acquire it.” And so it looks like MegaCorp bought TinyCorp, but it's really, this tiny business unit within MegaCorp bought tiny company. The reality is often different from what it looks like on the outside.So, that's one way. Another is, you know, if they're going to teach us to be more effective with tech or something like that, you're never going to beat culture. You're never going to be the existing culture. If it's 50,000, against 200, obviously we know who wins there. And so I don't know if that's realistic.I don't know if the big companies are genuine when they say that, but it could just be the messaging that they use to make people happy and hopefully retain as many of those new employees for as long as they can. Does that make sense?Corey: No, it makes perfect sense. It's the right answer. It does articulate what is happening there, and I think I keep falling prey to the same failure. And it's hard. It's pernicious, but companies are not monolithic entities.There's no one person at all of these companies each who is making these giant unilateral decisions. It's always some product manager or some particular person who has a vision and a strategy in the department. It is not something that the company board is agreeing on every little decision that gets made. They're distributed entities in many respects.Nick: Absolutely. And that's only getting more pervasive as companies get larger [laugh] through acquisition. So, you're going to see more and more of that, and so it's going to look like we're going to put one label on it, one brand. Often, I think internally, that's the exact opposite of what actually happened, how that decision got made.Corey: Nick, I want to thank you for taking so much time to speak with me about what you're up to over there, how your path has shaped, how you view the world, and also what Cribl does these days. If people want to learn more about what you're up to, how you think about the world, or even possibly going to work at Cribl which, having spoken to a number of people over there, I would endorse it. How do they find you?Nick: Best place to find us is by joining our community: cribl.io/community, and Cribl is spelled C-R-I-B-L. You can certainly reach out there, we've got about 2300 people in our community Slack, so it's a great group. You can also reach out to me on Twitter, I'm @nheudecker, N-H-E-U-D-E-C-K-E-R. Tell me what you thought of the episode; love to hear it. And then beyond that, you can also sign up for our free cloud tier at cribl.cloud. It's a pretty generous one terabyte a day processing, so you can start to send data in and send it wherever you'd like to be.Corey: To be clear, this free as in beer, not free as an AWS free tier?Nick: This is free as in beer.Corey: Excellent. Excellent.Nick: I think I'm getting that right. I think it's free as in beer. And the other thing you can try is our hosted solution on AWS, fully managed cloud at cribl.cloud, we offer a free one terabyte per day processing, so you can start to send data into that environment and send it wherever you'd like to go, in whatever shape that data needs to be in when it gets there.Corey: And we will, of course, put links to that in the [show notes 00:35:21]. Thank you so much for your time today. I really appreciate it.Nick: No, thank you for having me. This was a lot of fun.Corey: Nick Heudecker, senior director, market strategy and competitive intelligence at Cribl. I'm Cloud Economist Corey Quinn, and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice, along with a comment explaining that the only real reason a startup should raise a $200 million funding round is to pay that month's AWS bill.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.Announcer: This has been a HumblePod production. Stay humble.
Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks like, why negative anecdata from first time users doesn't worry Felix, and what separates Stitch Fix from other online retailers.Felix's Q2 letter: https://www.penderfund.com/commentaries/the-managers-commentary-q2-2021-2/My SFIX tweet thread: https://twitter.com/AndrewRangeley/status/1450509121661308928?s=20Felix's Twitter: https://twitter.com/PenderFelixChapters0:00 Intro1:10 Stitch Fix Overview2:40 Addressing the negative anecdata6:30 What does SFIX's transition to Act 2 look like?9:10 Why is SFIX's data and data scientist focus an advantage?16:50 What would an Act 3 look like?19:35 Is it concerning Katrina Lake (the founder) stepped down as CEO?23:45 Discussing the stylist hours worked controversy31:30 Stitch Fix's inventory changes35:30 Will brands pull from Stitch Fix at some point in the future?41:15 Will Stitch Fix ever charge for the data they give brands?44:30 Why isn't Stitch Fix growing faster?49:50 Quantifying Stitch Fix's valuation54:20 Stitch Fix's private market and strategic value57:30 Does Stitch Fix need physical locations?
Michael Levitt of Breakfast Leadership shares two short posts covering four reasons why your business needs freelancers and tips on how to ensure your employees are fit for your organization Episode 385: Four Reasons Why Your Business Needs Freelancers AND Tips on How To Ensure Your Employees Are Fit for Your Organization Michael Levitt is the founder & Chief Burnout Officer of The Breakfast Leadership Network, a San Diego and Toronto-based burnout media firm. He is a Certified NLP and CBT Therapist, and is one of the world's leading authorities in burnout recovery and prevention. He is also a Fortune 500 consultant, #1 bestselling author, and host of the Breakfast Leadership Show, a top 200 podcast on iTunes. He is a 2x Top 20 Global Thought Leader on Culture with Thinkers360. He is a former Healthcare executive, CIO, and CFO overseeing $ 2 Billion budgets, so he's seen and done it all. The original posts are located here: https://www.breakfastleadership.com/blog/four-reasons-why-your-business-needs-freelancers & https://www.breakfastleadership.com/blog/tips-on-how-to-ensure-your-employees-are-fit-for-your-organization Be smart and pay off your credit card balances with a Credit Card Consolidation loan from LightStream. Apply now to get a special interest rate discount and save even more by going to Lightstream.com/OSD Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily
October 20, 2021: Today we are talking to Anand Srinivas, Office of the CTO, Service Provider Edge Business Unit at VMware and Paul Jones, Global Director of Product Management for Network and Security Solution at GE Healthcare. How can we secure clinical networks both in the hospital and as we expand beyond the four walls and into the cloud? How are clinical devices connected, tracked, managed, secured, and monitored today? What challenges does that create for health systems? The solutions VMWare and GE Healthcare provide are GE Healthcare – Mural Virtual Care, OnWatch Network Edge, GE Healthcare - OnWatch Network Performance and VMware SASE. When we look at these solutions, what elements have to be addressed? With a multitude of medical devices operating, it gets really challenging to have visibility and keep the healthcare environment holistic and focused.Key Points:00:00:00 - Intro00:08:43 - Traditional approaches are basically bent and duct taped00:13:07 - You need to switch from reactive to proactive continuous monitoring, where a system is actually doing all the analytics and correlation in the background 00:13:48 - GE Healthcare - OnWatch Network Performance - reduces disruptions and enhances care 00:23:00 - GE Healthcare – Mural Virtual Care - activates your virtual hospital00:32:55 - OnWatch Network Edge00:34:20 - VMware SASE - Secure Access Service Edge. The convergence of cloud networking and cloud security for simplicity, scalability, flexibility and pervasive security.
For decades, mankind has been enamored with the idea of flying cars -- we’ve seen them in movies, read about them in books, and longed to see them in the skies. The Back to the Future movies even showed highways in the skies in the year 2015, giving society three decades to make that a reality. Welp, 2015 came and went, and cars were all still very much on the ground. BUT we can finally say that change is right around the corner. In this episode, Ernest and Jolie speak to Madhu Bhabuta, CIO of Vertical Aerospace -- an innovative company working to put flying cars (or eVTOLs, as they’re called) into the sky by 2024 -- potentially changing the way we travel forever.
In this episode, Will Sprunt, Principal Data Scientist and former CIO at Deliveroo, talks about the pandemic's impact on the food industry and the innovation that has come because of it, the nuances of leadership in tech, and much more._________This podcast is sponsored by Snowflake, the Data Cloud company.Data has transformed business forever, and now you can read the inside story of the company making it happen in “Rise of the Data Cloud,” by Snowflake CEO Frank Slootman.This is the definitive book on how businesses can connect, collaborate, and thrive with data. “Rise of the Data Cloud” is the perfect holiday gift for anyone interested in the future of data and business. It's on sale now at Snowflake.com/databook.
October 18, 2021: Chris Logan, Senior Vice President and Chief Security Officer at Censinet joins Bill for the news. Ransomware impacts patient care in more ways than one. A new report shows it also increases mortality rates. A healthcare leader urges systems to adopt NIST cybersecurity standards. Best Buy acquires Current Health. Apple employees lash out. And what will it take to maintain the accelerated pace of innovation post-pandemic?Key Points:00:00:00 - Intro00:03:45 - The perimeter in healthcare has been completely shattered00:30:00 - Bringing quality healthcare into the home has become an important part of the healthcare system often allowing patients better quality of life00:31:30 - Remote patient monitoring took off during the pandemic. Where does this go and what implications does it have on healthcare?CensinetStories:Ransomware attacks impact patient care, including increased mortality rates, report finds - Fierce HealthcareAdopt NIST cybersecurity standards, health care leader urges - SC MediaWhat it will take to maintain the accelerated pace of innovation in health care post-pandemic - Health Evolution Best Buy to acquire Current Health to help make home the center of health - Best BuyApple Employees Say Backlash and Confusion Hurt Health Projects - Business Insider
We're joined today by Moritz Seibert to answer some of the hardest questions in the Turtle Trader entrance exam, as well as discuss the new Bitcoin futures ETF, the drive towards ESG investments and how this affects global supply chains, the years' top performers so far in our Trend Following systems, whether we can predict if a winning streak is about to end, why Bitcoin is often compared to gold, and whether crypto assets are more suited to shorter-term strategies. In this episode, we discuss: The hardest questions in the Turtle Trading entrance exam The SECs' approval of the first-ever Bitcoin futures ETF How the move toward sustainable investments is affecting current supply chains Our best performing assets of the year so far How Bitcoin compares to Gold and if this is a fair comparison Which timeframe of Trend Following is best suited for crypto Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). Follow Moritz on https://twitter.com/moritzseibert (Twitter). IT's TRUE
This episode features Curtis Cole, CIO at Weill Cornell Medical College. Here, he discusses his career journey, his decision to go back to school and pursue medicine, what made him interested in technology and statistics, and more.
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) an interview with Sir David Spiegelhalter on risk and the use (and misuse) of statistics, published in the Financial Times on April 16, 2021; and (ii) a table from Morgan Stanley, showing that more than 90% of stocks have declined more than 10% from their YTD highs (>30% for Nasdaq and Russell 2000 stocks) even as the market indices remain only a few percentage points off their highs. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder. The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Join Marty as he sits down with Kuppy, Founder and CIO of Praetorian Capital and the man behind the Adventures in Capitalism blog, to discuss: - Supply chain disaster - Government incompetence - What lies ahead - Energy markets - Bitcoin - Why Kuppy is very bullish on Uranium - much more Follow Kuppy on Twitter Check out Adventures in Capitalism
October 15, 2021: Charles Boicey, CTO for Clearsense talks call centers, development, data science and information blocking with Bill. We need call centers to support so many parts of our conversation with the patient but they are not optimal. What is possible? What are the best practices? Where do development projects go off the rails? How do you manage outsource development partners? And where do we start with app development? How are we going to manage the information blocking rule? Is there any way to ensure our patients that the PHAs that connect to our EHR and request data on their behalf are safe?Key Points:NLP - Natural Language Processing and NLU - Natural Language Understanding [00:06:15] It's really important that you future-proof your assets [00:11:15] Development projects go off the rails initially when whatever we've conceived isn't in alignment with the board [00:18:38] What does low-code no-code look like? [00:23:16] Too much black boxing is going to hurt healthcare [00:34:25] Clearsense
Carman Wenkoff is the EVP & Chief Information Officer at Dollar General. In this role, Carman has led the company's digital transformation, implementing technology advancements to enhance the brick-and-mortar retailer's offerings and elevate the overall customer experience. Throughout Carman's career—from working in construction to practicing law, founding a tech company and now as the CIO of a major retailer—he has always addressed challenges head-on. In this episode, Carman shares the secrets to successfully leading a company through digital transformation, and explores how staying true to his purpose and focusing on making a difference in people's lives have been the most important driving factors behind his success.
ETF strategists are professional investors who create model portfolios that financial advisers can bring to their retail clients. You can think of them almost like chefs — experts who know how to combine the right ingredients into recipes that, if everything goes as planned, can achieve a desired outcome. On this episode — a special episode that coincides with the debut of their new Bloomberg Quicktake show, “Trillions Presents: ETF Master Chefs” — Eric and Joel host ETF strategists Shana Sissel, CIO of Spotlight Asset Group, John Davi, founder of Astoria Portfolio Advisors, Tushar Yadava, Investment Strategist at BlackRock and Ben Lavine, CIO of 3D Asset Management Group. The group discusses the investing process, portfolio construction, and, of course, everybody's favorite tickers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
602: In this interview, Greg Carmichael, CEO of Fifth Third Bancorp, describes his journey from CIO to CEO at the company and why now is the best time for other CIOs to begin their journey. He also gives his perspective on how the CIO role presents a solid foundation for advancement to the CEO post. Jude Schramm, CIO of Fifth Third, then shares how technology is becoming a fabric of how the company operates and how the pandemic helped accelerate the company's digital capabilities, changing the way the company looks at cybersecurity. Finally, Jude talks about the benefits of having a CEO cognizant of the CIO role, and Greg shares some of the trends in technology that he is excited about in the future.
Price Inflation is leading to lower consumption, causing poorer earnings and a stagflation feedback loop; accounting gimmicks that make earnings appear better than they are; Super-savers and the Math of Loss; how you can triple your income, working from home! ------ SEG-1: The Feedback Loop of Inflation SEG-2: Earning Season: Better Living Through Accounting Gimmicks SEG-3: The Ugly Truth About Super-Savers SEG-4: How to Triple Your Income this Year -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFA -------- Our Latest "Three Minutes on Markets & Money: Will the Fed Taper Sooner & Harder?" https://www.youtube.com/watch?v=KfEe1BT_dYg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s -------- Our previous show, "Does Market Risk to Investors Remain?" is here: youtube.com/watch?v=CnhMwaX_QUY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=4 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #Stagflation #EarningsSeason #Markets #SuperSavers #WorkFromHome #TripleIncome
Keynote Speaker James Rinaldi, Chief Information Technology Advisor of NASA's Jet Propulsion Laboratory is sending rockets to Mars, and sharing valuable insights on the future of IT for the C-Suite. With $2.4T being spent on new tech, he asks, what does post-digital transformation look like? He expects blockchain, quantum computing, IoT, and intelligent RPAs to evolve in the coming years. Jim served as JPL's CIO for 14 years and before that, he served as the CIO for the US Food and Drug Administration.
Topics Discussed: Labor Market Rate of Improvement is Slowing Divergence between Labor Market Surveys New Labor Market Trend ? Fed Tapering Jobless Claims PMI, CPI, and PCE Reports The post Astor Weekly Economic Review – 82 – CEO, Rob Stein, and CIO, John Eckstein, Break Down the Weak Employment Report appeared first on Astor Investment Management.
In this episode we're talking about Enterprise Blockchain, and how blockchain is disrupting industries with its multifaceted applications. We're here with Husen Kapasi the Blockchain Lead at PwC Europe with focus on Enterprise Blockchain i.e. Blockchain application. Get all the resources for this episode: https://redzone10x.net/disrupting-industries-with-enterprise-blockchain-featuring-husen-kapasi
Mike Kelly, CIO of Red Hat, and George Gerchow, Chief Security Officer at Sumo Logic, talk about how to build a culture of security and foster innovation in a secure environment, and why CIOs play a critical role in creating the employee experience.---------“Security is one of those things you can't compromise on. It's just too important.” - Mike Kelly“To be a security leader today you have to have three fundamental skill sets: 1) knowledge of the business, 2) technical breadth, and 3) you've got to be able to sell your program. You've got to sell it at a board level and you've got to sell it at a customer prospect level.” - George Gerchow---------Time Stamps* (4:51) How to build a culture of security in remote work* (17:27) The impact security has on innovation* (30:19) The CIO's impact on employee experience* (45:11) Mike and George's questions for each other--------SponsorThis podcast is brought to you by Asana. Asana is a leading work management platform that empowers teams to orchestrate their work — from daily tasks to big strategic initiatives — all in one place. By enabling the world's teams to work together effortlessly, Asana helps organizations of all sizes and industries achieve their goals, faster. Learn more at Asana.com.--------LinksConnect with MikeConnect with GeorgeRed HatSumo Logic
Meet the CIO of the Year® ORBIE® Finalists for the MichiganCIO ORBIE® Awards, held October 8th, 2021. Ash Goel - Bronson Healthcare,Jason Joseph - Spectrum Health,Andrew Rosenberg - Michigan Medicine,Ron Strachan - McLaren Healthcare,Daniel Waltz - Midmichigan Health,Charles Caine - Samaritas,Elizabeth Klee - Urban Science,Pathik Mody - Trion Solutions, Inc.,Carrie Shumaker - University of Michigan-Dearborn,Darlene Taylor - Epitec,Amjed Al-Zoubi - Amerisure Insurance,Steve Collins - Great Expressions Dental Centers,Matt Logar - Gentherm,Lesley Ma - NSF International,Milos Topic - Grand Valley State University,Mark Baughman - Delta Dental of Michigan,Cathleen Curley - University of Michigan – College of Literature, Science and the Arts,Ron Hinsley - ITC Holdings Corp.,Noah Kotch - Credit Acceptance Corporation,Annette Marcath - Health Alliance Plan,Jason Bressler - United Wholesale Mortgage,Tony Dean - Auto-Owners Insurance,Tamara Faber-Doty - CMS Energy and Consumers Energy,Bill Fandrich - Blue Cross Blue Shield of Michigan,Michael Hicks - Emergent Holdings, Inc.,Shohreh Abedi - The Auto Club Group - AAA,Tyler Best - Adient,Sheryl Haislet - Vertiv,Anita Klopenstein - Little Caesars Enterprise,Ryan Talbott - BorgWarnerHost: Evan McLaughlin, email@example.com,MichiganCIO Executive Director: Jen Wise, firstname.lastname@example.org
On this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO & CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio. Tickers: (SPX), (SPCX), (DSPC), and (SOGU). Show Notes: 2:00 - Information and background about Tuttle Capital Management 4:45 - Overview of SPACs and the SPACs involved in the ETF market. 8:30 - What future trends and outlooks are foreseen in the SPAC market? 11:00 - What is the main objective behind SPCX? What separates it from the market? 15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU. 18:00 - Where do you see SPACS fitting into an investor's portfolio? 20:00 - How have SPAC ETFs been received, what is the investor communities reaction? 23:30 - Key takeaways about SPACS. Learn more about your ad choices. Visit megaphone.fm/adchoices
This was a week Facebook won't soon forget and for all the wrong reasons. First, a whistleblower made allegations on 60 Minutes Sunday and before Congress later in the week that the social media giant incentivizes angry posts that cause division. And Monday Facebook, along with Instagram and Whatsapp were down for nearly six hours. But Facebook says the problem wasn't the result of an outside bad actor breaking through its security, but rather a self-inflicted wound. In this episode of CYBER24, presented by VLCM, we look into the issue and the fallout with Mike Hussey, the former CIO for the state of Utah.
It has been a little while since we last had the opportunity to talk so I would like to start off by saying Thank you…. Thank you for continuing to support this show and tuning in today. For those of you joining us for the first time, go ahead and click subscribe or follow in your podcasting software so you don't miss a single episode of the Tech Chef. Today's theme is about “out with the old, in with the new.” Today's show will be a very abbreviated show and we won't have a guest on like we normally do. The show is all about what I have been up to and what is coming up! First and foremost, I am announcing here, for the first time, that I have spent my last days at 4R Restaurant Group and have moved on to a new company. I will always cherish my time at 4Rivers and all of the amazing team members that I had the opportunity to work with and the accomplishments we have fulfilled. I would also like to thank John Rivers for his leadership during the time I was working at his company. He is truly a lighthouse in our community. In regards to where I have landed, well, that is the big news I promised you today. I am officially announcing that I have joined Virtual Dining Concepts as the SVP of Technology. This is great step for me in my career as I help build, what I believe, is one of the most cutting edge concepts currently in the restaurant market space. So what is VDC and what are they all about, you ask? VDC offers restaurant owners an easy solution to generate more revenue out of your existing kitchens with minimal impact to current operations. Attract new customers with delivery-only menus using food delivery services. The magic of Robert Earl, who also owns Earl Enterprises, is that he has joined up with well-known celebrities and brands that will bring instant virtual kitchen success to your business. Brands such as NASCAR, Mr. Beast Burger, Bar Stool Bites, Guy Fieri's Flavortown are just a small portion of the brands that are offered and there are so many more in the pipeline. If you are interested and would like more information on becoming a partner, please visit https://www.virtualdiningconcepts.com/ (https://www.virtualdiningconcepts.com). So on the heals of that news, hopefully you are all getting ready for the MURTEC Executive Summit which will be from Wednesday through Friday, October 13-15th. Once again, out with the old, in with the new…… FINALLY we are meeting in person after…..how long? I will be speaking on Friday in a session called: Research Super Session Panel: HT's 2021 Customer Engagement Technology Study featuring: – Daniel Connolly, Professor, Drake University – Marybeth Pearce, Executive Director, Comcast Business – Mike Maxwell, Chief Technology Officer, Hathway – Your's truly Hotel & restaurant guests have ranked the tech-driven experiences that influence their willingness to spend — including mobility, off-prem solutions, and preferences around ordering and payments. Our panel will reveal the results of its annual Customer Engagement Technology Study, and ask us, as a panel of industry voices to weigh in on how these solutions can drive revenue in 2022 and beyond. If you have not signed up yet but would still like to attend, please make sure you visit https://www.murtecsummit.com/ (https://www.murtecsummit.com/) I truly hope you can join us this week in Orlando. With guest speakers such as Donald Burns, otherwise known as the Restaurant Coach as well as keynote speakers Ben Hall, CIO for Krispy Kreme and Paul Macaluso, President and CEO of Another Broken Egg, this particular year of the MURTEC Executive Summit will be special. How To Contact MeComment hotline: 954-302-0851 Website: https://skipkimpel.com/ (https://SkipKimpel.com) (show notes will be posted here) Instagram: https://instagram.com/skipkimpel (https://instagram.com/skipkimpel)...
Leadership, Cybersecurity, and Transformation.In this episode of The Outspoken Podcast, host Shana Cosgrove talks to retired Rear Admiral Danelle Barrett, former deputy CIO of the US Navy, Director of Operations at Cyber Command and Author of ‘Rock the Boat'. Danelle talks about what it was like to be a wife and mother while serving the Nation. She goes into the values of communication and importance of the transformational opportunities in life. We also get to hear about the writing and production process of Danelle's book, Rock the Boat and what made her decide to write. Lastly, Danelle allows us to hear about her past experiences working at Disney World, what she wishes she did differently, and her ‘embarrassing mom moment.' QUOTES “So, I think sometimes we have to really be mindful and open to whatever's coming our way. Be a little Semper Gumby, a little flexible, and leap at that opportunity that we just wouldn't have seen or didn't see because we were so blind [with] everything we thought we wanted.”– Danelle Barrett [12:20] “So, her dream was just as important as mine and my husband's. So, there's ways in families to manage that, but it takes effort, takes some coordination and stuff like that, but you know, you can't be solely focused on your career yourself. You got to make sure that everybody else's dreams and aspirations are just as important as yours and taken care of.”– Danelle Barrett [28:56] “...I do believe, you know, as a leader you have to look for those opportunities that are transformational. That will change something for the better.”– Danelle Barrett [36:53] TIMESTAMPS [00:04] Intro [01:52] Meet Danelle Barrett [02:59] Rock the Boat [03:37] Corporate Boards [04:58] Leaving the Navy [06:58] Going into the Navy and Working in the Pentagon [09:37] Evolution of Technology [10:10] Shifting to Leadership Roles [12:34] Women Going to Sea and the Ships [15:25] Danelle's Husband and Daughter [16:58] Danelle's Parents and Siblings [18:47] Being in the Navy as a Mom [22:05] Danelle's Mother [24:40] Marriage Tips and Familial Communication [28:06] Danelle's Daughter [30:02] Women in Electrical Engineering and Computer Science [33:11] Hair and Clothing [36:12] Rock the Boat [38:51] Ideas, Visions, and Evolution [41:53] Communication Systems Impacting Cybersecurity [43:51] Writing a Book and the Distribution Process [48:08] Ping Pong and Piano [50:53] Danelle's Favorite Book [52:02] What Danielle Looks Back on [53:27] Working at Disney World [54:17] Funny Mom Moment [58:39] Outro RESOURCES https://www.navy.mil/ (United States Navy) https://marineparents.com/marinecorps/sempergumby.asp (Semper Gumby) https://www.navysite.de/ships/lcc19.htm (USS Blue Ridge (LCC 19)) https://www.c6f.navy.mil/About-Us/Our-Task-Forces/CTF-63/USS-Mount-Whitney-LCC-20/ (USS Mount Whitney (LCC 20)) https://www.va.gov/ (U.S. Department of Federal Affairs) https://explorehealthcareers.org/career/nursing/occupational-health-nurse/ (Occupational Health Nurse) https://www.imdb.com/title/tt0218839/ (Best in Show) https://www.uky.edu/UKHome/ (University of Kentucky) https://www.sears.com/ (Sears) https://www.amazon.com/ (Amazon) https://www.tesla.com/elon-musk (Elon Musk) https://www.waltdisney.org/walt-disney (Walt Disney) https://www.neilgaiman.com/ (Neil Gaiman) https://www.salvationarmyusa.org/usn/ (The Salvation Army) https://www.amazon.com/Bell-Adano-John-Hersey/dp/0394756959 (A Bell for Adano) by John Hersey https://www.pulitzer.org/ (The Pulitzer Prize) https://www.amazon.com/All-Light-We-Cannot-See/dp/1501173219 (All The Light We Cannot See) by Anthony Doerr https://www.janeausten.org/ (Jane Austen) https://www.amazon.com/Far-Madding-Crowd-Wordsworth-Classics/dp/1853260673 (Far from the Madding Crowd) by Thomas Hardy https://www.amazon.com/Lincoln-Leadership-Executive-Strategies-Tough/dp/0446394599 (Lincoln on Leadership) by Donald T. Phillips...
Ivan Pittaluga, CTO at Arcserve provides his view and details on filesystem theory, why you should understand the metadata of very large filesystems especially Network Accessible Filesystems, and a few nuggets of using tape and immutable storage.
Cathie Wood is the founder and CIO/CEO of ARK Invest. She believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. Basically, she's a rockstar and the queen of innovative investing. Today, she's going to talk about how she developed ARK's investment philosophy, what her role as Founder, CEO, and CIO entails today, and how her faith influences it all.
Mark Coe, the founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss: Mark's professional career and path to founding Intrinsic How he came to see blockchain/crypto as an investable category His personal journey on understanding the various blockchain thesis areas How he thinks about the taxonomy of publicly traded companies in the blockchain space How Intrinsic thinks about their research and investment process for long/short equity investing The comparisons of blockchain technology to the early days of the internet Sponsor notes This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit withum.com/crypto.
HIGHLIGHTS01:01 How Michael started to where he started and where he's at today05:29 What are the key seller profiles that the research has uncovered in Challenger11:15 Transformations are hard and here's why it's the same for transforming yourself into a Challenger16:54 How to think and act like a Challenger22:01 How to connect with Michael and learn more about Challenger QUOTES05:55 "The 'Challenger' just kinda looks at the world a little bit differently and they seek to educate customers about problems that they don't realize exist in their business. So they're kind of the inverse of some of the other profiles we found, the 'Problem Solver', for example, who takes a consultative approach in figuring out what's going on in a customer's business because they don't know yet."09:38 "The thing that a 'Challenger' does better than anyone else is they don't lead with their products and solutions. They lead with customer problems and in particular problems that the customer either has overlooking, or under-appreciating, or just completely missed. And they seek to have a dialogue around what that problem is actually doing ... then they lead back to the product or the solution."17:37 "To be an elite seller, to have this sort of challenger mindset, you really need to think about being in your prospect's shoes. Like what's going to make them be motivated to take the next action and who are they more likely to go with." 19:38 "You might notice if that CIO is much more open to sharing information that they're likely not sharing with other reps because you've shown up and demonstrated to done the leg work to get to know them. You've built that instant credibility and with just a couple of simple questions, unlocked information that's probably not available to your competitors."20:27 "The most common misconception to be a 'Challenger' seller you just have to be a great, innate, natural-born seller. It's actually more about sweat equity, it's about whether or not you're willing to put into work, the preparation, and do the leg work before you show up in the conversation."Learn more about Michael in the links below:LinkedIn - https://www.linkedin.com/in/michaelrandazzochallengerPodcast - https://www.challengerinc.com/If you enjoy the Sales Transformation Podcast, please subscribe, share, and send us your feedback. Please make sure to rate us and leave a review on Apple. Learn more about Collin in the link below: LinkedIn - https://www.linkedin.com/in/collin-saleshustle/Also, you can join our community by checking out @salescast.community. If you're a sales professional looking to take your career to greater heights, please visit us at https://salescast.co/ and set a call with Collin and Chris.
October 11, 2021: It's Newsday with Dr. Justin Collier, Chief Healthcare Advisor for World Wide Technology. A lawsuit is alleging that a cyber incident at Springhill Medical Center led to an infant's death. A Mercer report confirms that the healthcare workforce is burned-out and traumatized following COVID. Graphite Health launched with its first three organizing members SSM Health, Presbyterian Healthcare and Intermountain. And the ONC reported an increase in patient portal usage. How do we bring clinicians up to speed quicker with technology? How can we make the onboarding process faster and more efficient for traveling nurses? And telehealth use is still surging but patient satisfaction has declined. Key Points:00:00:00 - Introduction00:06:30 - In the next 5 years 900,000 nurses are projected to permanently leave their profession00:10:36 - The clinicians focus on the patient and on patient interaction is what really fuels their engines00:19:00 - If I were a CIO today, I'd be planning on a significant amount of turnover00:21:48 - One of the key drivers of joy is knowing that your work has meaning 00:26:04 - Patient portal usage is up. Why is that?00:34:30 - Once the world is healthier, I think it's going to be convenience and ease that will drive continued telehealth encountersStories:Hospital ransomware attack led to infant's death, lawsuit alleges - Healthcare IT NewsGreat Attrition' or ‘Great Attraction'? The choice is yours - McKinseyMercer Report: Healthcare Labor Shortage Will Continue to Grow - Healthcare InnovationGraphite Health Launches with Three Founding Partners Intermountain, SSM Health and PresbyterianONC: More patients are downloading their medical records and using portals - Healthcare IT NewsHow CMS is boosting telehealth and RPM with new CPT codes - Healthcare IT NewsTelehealth use is surging but patient satisfaction with the service has declined, new study finds - FierceHealthcareMaryland Insurer CareFirst Launches Virtual-First Primary Care Business - Healthcare InnovationTelehealth Experi
Graduating from the London School of Economics in the mid 80's, Victor Haghani set sail on a career in the fixed income markets. Joining Salomon Brothers and assuming a position in bond portfolio analysis, Victor became steeped in the math of bond markets and derivatives and part of a team that sought to conquer markets with science. He was among those who joined John Meriwether in the founding of Long Term Capital Management in 1993 and as a Partner experienced directly both the early spectacular success and the ultimate failure of the fund. Our conversation considers the lessons – on market liquidity, reflexivity, and trade sizing as well as the vulnerability of relative value trades to errant correlation assumptions. By 2002, Victor took up the “the case of the missing billionaires”, wondering why there were so few now given that so many individuals had over a million dollars a century ago. He set out on a journey of inquiry focused on finding an asset allocation strategy that could preserve and grow wealth over time. Today, that work has come to life at Elm Partners, an asset management vehicle that Victor founded in 2011 and serves as CIO of. We discuss the premise of Elm – that passive indexation is generally effective but can be improved upon. In this context, Elm employs “dynamic index investing”, looking beyond market cap weighting to incorporate economic fundamentals like earnings yield and factors like value and momentum. With this approach, Victor and team hope to avoid busts that periodically occur while remaining exposed to the market such that wealth can compound over time. I hope you enjoy this episode of the Alpha Exchange, my conversation with Victor Haghani.
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) duration, terminal value, and the "fear of mission out"; and (ii) investing articles and texts that belong in every investor's "re-read" folder. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder. The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Jerry Parker joins us for a very special episode today, where we invite him to answer the original interview questions from Richard Dennis's famous Turtle Trader program. This is a fascinating insight into the world of Trend Following, and one which allows us to see whether Jerry has changed his opinions since working Richard Dennis, as well as explain some of his reasons for the answers chosen today. We've posted the questions in the timestamps below, so feel free to take the test and compare your answers to Jerry's. Also check out my interview with Turtle Trading legendary mentor Richard Dennis https://www.youtube.com/watch?v=94nUnXsYpLY (here). In this episode, we discuss: Favouring long or short positions How you can go broke taking small profits Reasons to ‘fade the fundamentals' The importance of down-time and vacations Whether we can rely on opinions of the crowd System diversification Why you should trade small The questions that Jerry would add to the Turtle Trader test today Avoiding trades due to gaps in price Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). Follow Jerry on https://twitter.com/RJParkerJr09 (Twitter). IT's TRUE
How to expand in multifamily while still taking care of your investors with David Kamara and Nick Haraden. Follow us on Instagram, Facebook, and TwitterFor more educational content, visit our website at www.diaryofanapartmentinvestor.comInterested in investing with Four Oaks Capital? First step is to schedule a call with us. This episode originally aired on Oct. 8th, 2021----David KamaraDavid has over 15 years of real estate investment experience. He purchased his first duplex in 2006 and currently owns over 200 units and manages a portfolio of over 400 units. Over the past five years David has transitioned his single family and duplex/four-plex portfolio to focus on larger multi-family investment opportunities. David's latest transaction was a 75-unit purchased in Pascagoula, MS . David founded Cape Sierra Capital, an investment management company which focuses on B and C class, multi-family apartment communities in under-valued markets across the US Midwest and Southeast. Using his background in finance, consulting, operations and engineering David developed the Personal Cash Flow Formula which he used to achieve Financial Freedom and which he shares widely. David held senior leadership roles at PricewaterhouseCoopers, Ernst & Young, and LM+CO (now part of BDO USA). David has also served as interim CIO for a $550M contract manufacturer of cosmetics among other management corporate roles. David received his MBA from the University of Chicago Booth School of Business. He has a Masters in Liberal Arts from the University of Chicago and a Bachelors of Science in Computer Science from the University of Michigan in Ann Arbor. David speaks five languages, enjoys snowboarding, dancing salsa, playing soccer and has completed 10 full marathons. David lives in Ann Arbor, MI with his wife and their four daughters.----Nick HaradenNicholas is the co-founder of Hudson Hall Properties LLC, managing a successful portfolio of properties in St. Louis, as well as a property management company in Los Angeles. Nicholas specializes in value-add real estate investments with a focus on creating maximum return from his assets.----Your host, Brian Briscoe, is a co-founder and principal in the real estate investing firm Four Oaks Capital. He and his team currently have 629 units worth $36 million in assets under management and are continuing to grow. He will retire as a Lieutenant Colonel in the United States Marine Corps in 2021. Learn more about him and the Four Oaks team at www.fouroakscapital.com or contact him at email@example.com - be sure to let him know where you found him.Connect with him on LinkedIn or Facebook.vvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvv> Check out our multifamily investing community!> The Tribe of Titans> Get exclusive access to the Four Oaks Team!> Find it at https://www.thetribeoftitans.info^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
October 8, 2021: End users are getting better about not treating the EHR like a giant post-it note. And we're seeing much better data quality. Consistently delivering trusted, comprehensive data can create competitive advantages for your organization. Learn how to strategically manage and mobilize data with Intermountain's Castell Health and Arcadia, who have partnered to elevate value-based care performance. Joining us is David Dirks and Michael Meucci. What are common issues that arise from a poorly managed data supply chain? What is required for data to be trusted and fit for use in healthcare? And how can you master good data governance, strong data provenance management, and effective infrastructure?Key Points:The compounded annual growth rate of healthcare data is 36% [00:03:22] We cannot hire computer scientist folks with engineering backgrounds fast enough. It's an extremely hot labor market. [00:41:07] HIMSS: Activating Your Healthcare Data Supply Chain Castell Arcadia David Dirks: firstname.lastname@example.orgMichael Meucci: email@example.com
Yesterday I was happy to host John Gaede CIO for Sky Lakes Medical Center and Dr. Lee Milligan the CIO for Asante Health system (community connect host for Sky Lakes) as they discussed the Sky Lakes Medical Center ransomware event from last fall. It was a great conversation. I decided to give you some of my thoughts as I reflected on the conversation. If you register for the event you will get a link to the full video recording plus we will share a memorandum of understanding that was developed for ensuring a safe re-connection between these two community connect partners. Register at https://www.thisweekhealth.com/register (https://www.thisweekhealth.com/register) #healthcare #healthIT #cybersecurity #cio #cmio #ciso #chime #himss
Chris Bloomstran is the founder and CIO of Semper Augustus, a value strategy focused hedge fund based in St Louis. Here, he joins us to discuss the future of value, his energy investments, his advice to younger gens and more!
MarketWatch's Rachel Koning Beals interviews ALINE Wealth's CIO and founder Peter Klein about how to smartly invest in water. Congress could provide $55 billion to upgrade water infrastructure, but it may not be enough for this critical resource.
Congress WILL pass a new Debt Ceiling, so here's what Investors need to know in strategizing portfolio management; Significant IRA Changes are also coming, including new Roth rules; Lance's strategies for being his own banker you can use. ------ SEG-1: Debt Ceiling Strategies for Investors SEG-2: Changes Coming for IRA's SEG-3: How to Be Your Own Bank -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money: Markets' Rocky Start to Q4," https://www.youtube.com/watch?v=ev7i2qOydEI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=75s -------- Our previous show, "Market Rebound Episode," is here: https://www.youtube.com/watch?v=B4nO8BR972Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this show: https://realinvestmentadvice.com/the-debt-ceiling-non-crisis-why-rates-will-fall/ -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=4 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DebtCeiling #IRAChanges #BeYourOwnBanker #RothIRA #InvestingStrategy #RothIRA #PermanentLifeInsurance
For this episode of the Planet MicroCap Podcast, I spoke with Josh Young. He is the CIO of Bison Interests. I recently met Josh at our last virtual event, when he participated on Ben Claremon's 10-K club panel and pitched SandRidge Energy - panel available on the SNN Network YouTube Channel. If you've been following Josh on Twitter, he has been very active discussing oil and gas investing, the energy crisis, rising gas prices; and I wanted to be more informed about what the heck is going on (gas ain't cheap here in Los Angeles). We not only go into everything that's happening currently, we also answer all your questions that were submitted on Twitter. I really enjoyed our conversation because Josh gets into detail for folks who know Energy, Natural Gas, Oil & Gas well, and breaks it all down for those who haven't been following the news. For more information about Bison Interests, please visit: https://bisoninterests.com/ You can Follow Josh Young on Twitter @Josh_Young_1: https://twitter.com/Josh_Young_1 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Rob Carver returns to the show today to discuss the varying performances among CTAs during the notable market moves of the last few weeks, how to decide whether one system is better or worse than another, spread betting as part of a diversified portfolio, raising initial capital when starting a new firm, some thoughts on the US debt ceiling & its proposed '1 trillion dollar' coin, and how to safely improve your system while still adhering to its rules. In this episode, we discuss: Why returns dispersion among CTAs is higher than ever recently How to gauge a system's long-term effectiveness Spread betting in the UK as an alternative to futures How to raise AUM when starting a new firm The US debt ceiling and its proposed '1 trillion dollar' coin Adding parameters to a system Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). Follow Rob on https://twitter.com/InvestingIdiocy (Twitter). IT's TRUE