Podcasts about Concentrated

Today's guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm's largest family offices. In today's episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices. (0:00) Starts (1:53) Sara's role at Goldman Sachs (7:12) Challenges faced by wealthy families (14:02) Concentrated wealth for family offices (23:31) Portfolio strategies and alts (30:40) Asset allocation and educating the next generation (37:39) Insights from Goldman Sachs family office conference (43:18) Risk management and market outlook for 2025 ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Don and Professor Ben talk about the risks of eating properly cooked chicken that warmed up to 67 °F after about 12 hours prior to cooking. Dr. Don - not risky

Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn't, in a concentrated US-focused fund. Recorded on June 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative.Find Wes at:Twitter: https://x.com/alphaarchitectRIA/blog/education: http://alphaarchitect.comETFs: http://funds.alphaarchitect.comWhite label ETF: http://etfarchitect.com

The shift to clean energy isn't just a climate issue—it's about national security, global supply chains, and how we ensure reliable power 24/7. In this episode, I spoke with Steve Anglin, founder of Utopia, about what it takes to make real progress in harder-to-abate sectors, why concentrated solar power could be a game-changer, and how global politics and material sourcing shape the path to net zero.This conversation is useful for anyone in energy who wants a deeper grasp of the challenges around industrial heat, battery materials, and the practicalities of powering economies without fossil fuels. We also unpack how tariffs, hydrogen, and microgrids fit into the wider picture.

AP correspondent Charles de Ledesma reports the world's sources of critical minerals are increasingly concentrated in just a few countries, most notably China, leaving the global economy vulnerable to supply cutoffs

Taro Minowa さんをゲストに迎えて、XG, ダンス、ノートアプリなどについて話しました。 Show Notes 646. 特別編 Higepon 01.30.25 - バイリンガルニュース (Bilingual News) XG東京ドーム凱旋で初のワールドツアーに幕、5万人のALPHAZとぶちかまcrazy 【XGライブ初参加】ALPHAZ見込みの感想文 - kokeのブログ XG - IS THIS LOVE - Live at Coachella 2025 XG - LEFT RIGHT (Dance Practice Fix ver.) Rebuild: 388: Don't Find Me On TikTok (higepon) Obsidian This Meme Perfectly Illustrates the Road to Mastery Daring Fireball: That Stupid Apple Notes ‘a' Craft Bear

Chapters00:00 - Intro00:21 - India Fires Missiles Into Pakistan and Kashmir07:05 - Trump Says US Will Stop Bombing Yemen12:40 - Second US Navy Jet Lost at Sea From USS Truman Aircraft Carrier14:06 - Israeli Airstrikes Pound Yemen for Second Day, Target Sanaa Airport16:50 - Saudis Pressed Trump To Stop Attacks on Yemen Ahead of Visit19:25 - Gaza Will Be 'Destroyed,' Population 'Concentrated'21:44 - Israel Strikes Gaza School of Displaced Palestinians, 22 Killed23:39 - Unexploded Israeli Bombs in Gaza Provide Hamas With Weapons25:13 - Russia Says It Will Implement Three-Day Truce27:14 - Israel Attacks Refugee Housing in S. Lebanon28:27 - US, China To Hold Trade Talks in Switzerland29:26 - Trump Admin Shutting Down Office of Palestinian Affairs30:24 - Viewpoints/Outro

Send us a textWelcome to the Damn dude Podcast!This is Season 5, Episode 3!On this episode, we're talking about Boundaries!- Lets define our boundaries.- What is your relationship to your boundaries?- How much flexibility is in your boundaries?- Do your boundaries have layers?- Who is "allowed" past certain boundaries?- How can we create "Workability" in the midst of boundaries being utilized?- Happy 8th Birthday Fordie!!- Rest In Peace Hanh McLean- Figuring it out Daily vs Knowing Exactly what to do- Collecting wins and gaining confidence- The dust is settling, and moving into a space of creating LOVE ALLRemember to say 3 things you're Grateful for every morning and every night!- Available on all major platforms!@RealCaliforniaCal@DamnDudePodcasatAvailable on all major platforms: https://damndudepodcast.buzzsprout.com/- Apple Podcasts- Buzzspout- Spotify- Audible- Google Podcasts- Amazon Music- iTunes- Stitcher- iHeart Radio- TuneIn + Alexa- Podcast Addict- PodChaser- Pocket Casts- Deezer- Listen Notes- Player Fm- Podcast Index- Overcast- Castro- Castbox- Podfriend- YouTubeDaaaaaaamn Duuuuuude!!!!!Be sure to leave a 5 Star written review on Apple Podcast/Listen Notes! :)If you love and support the movement and the show, please feel free to make a donation to the Damn Dude Podcast!(link below)Much Love, Love All.#WeCleanPlanet Info:https://www.wecleanplanet.com/To Donate to #WeCleanPlanet:https://www.paypal.com/donate/?cmd=_donations&business=sebastian%40wecleanplanet.com&item_name=Unite+and+Empower+Community+Leaders+for+a+CleanPlanet¤cy_code=USD&source=urlTo Donate to the Damn Dude Podcast:CashApp: $DamnDudePodcastSupport the showIG: @RealCaliforniaCal

FSA Program Details and Comments from IGP Course Attendees Concentrated Animal Feeding Operations Turning Cattle Out on Grass   00:01:05 – FSA Program Details and Comments from IGP Course Attendees: Allison Womack, Kansas Farm Service Agency agricultural program specialist, starts the show with reminders about program deadlines and specifics. We are also joined by Brooks Nagel and Chloe Smith, who were at K-State's IGP Institute, to hear their perspective on the grain market. Farmers.gov   00:12:05 – Concentrated Animal Feeding Operations: K-State Extension livestock specialist Joel DeRouchey continues the show by sharing information on concentrated animal feeding operations, their environmental footprint, and the regulations under which they raise livestock.   00:23:05 – Turning Cattle Out on Grass: Ending the show is the Beef Cattle Institute's Brad White and Phillip Lancaster with Jason Warner discussing turning cattle out on grass. KSUBeef.org BCI Cattle Chat Podcast Bovine Science with BCI Podcast Email BCI at bci@ksu.edu     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

Anchored in the Word Morning Reflection: Season 4 Episode 68: Concentrated Abuse of Authority: Luke 19:45-48 #morningreflections #holiness #faithandpractice #corruption #culturalchristianity

"I like to say when software writes software, innovation becomes exponential. And I think we've never lived through exponential innovation as a society." Alger Portfolio Manager Dr. Ankur Crawford discusses the Concentrated Equity strategy and how it may provide investors with a direct conduit to Alger's highest conviction ideas on the theme of innovation.

On this week's Money Matters, Scott and Pat address concerns about the impact of tariffs on the stock market and offer advice on staying calm. Then, Allworth advisor Mark Shone joins the show to discuss strategies for investors with too much money concentrated in one or a few stocks. Finally, a Georgia sheriff finds out whether he'll have enough money to hang up his badge and retire at 58. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

During this talk, Peter describes the development of Access Concentration, the quality of consciousness that is not affected by the Hindrances.  This is cultivated through developing the procedure of aiming/sustaining attention intentionally to develop stability and tranquility in the mind, preparing for the practicing vipassana, insight into the conditioned nature of the mind. Here are […]

In this episode, we dive deep into one of nature's most powerful superfoods—colostrum—and explore its incredible benefits for immune function, gut health, and overall well-being. But we're taking it a step further by introducing Immunel, a highly concentrated and bioactive colostrum extract developed by Sterling Technology. Immunel represents the 5th generation of colostrum, setting a new standard for immune and gut support. Topics Covered:  What is Colostrum? The first milk produced after birth, rich in antibodies (IgG), growth factors, and bioactive peptides. The science behind 9,000+ PubMed studies on colostrum's health benefits.  The Health Benefits of Bovine Colostrum Immune Boosting: Clinical research shows colostrum is 3x more effective than the flu vaccine in reducing flu incidence. Gut Healing Properties: Protects the GI lining, reduces diarrhea by 86.6%, and helps in ulcerative colitis management. Anti-Inflammatory Effects: Supports those with NSAID-induced GI issues. Stem Cell & Regenerative Potential.  Immunel: The Next Evolution in Colostrum A concentrated colostrum extract packed with key bioactive compounds: Growth Factors (IGF-1, TGF-ß2) Proline-Rich Polypeptides (PRPs) for immune modulation Enzymes (lysozyme, lactoperoxidase, lactoferrin) for pathogen defense Sialic Acid & Nucleotides essential for immune function & DNA synthesis  Immunel vs. Standard Colostrum Unlike standard colostrum, which focuses on IgG content, Immunel is clinically validated for immune activation and pathogen defense. Outperforms β-glucans and vitamin C in immune response.  Scientific Evidence on Immunel Enhances phagocytosis & innate immunity Activates Natural Killer (NK) cells (↑ CD69 expression) Reduces bacterial lung infections by 70.2% Lowers viral load by 64% in influenza  Why This Matters for Public Health The economic burden of flu & colds: 75M lost workdays annually, costing $37.5B. Growing consumer interest: 47% of people prioritize immune health, driving demand for functional foods. Immunel is a next-generation, scientifically backed immune and gut health solution—more bioavailable and effective than traditional colostrum. Perfect for daily supplementation to support overall health and resilience.

“From a valuation standpoint, you have some cover going overseas,” says Marta Norton. “The real overvaluation has been concentrated in the Mag 7,” so she says looking in traditional value areas is a better choice. She discusses broader macro trends, adding that she doesn't expect a “hard landing.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the concept of exchange funds, particularly for individuals with concentrated stock positions. They explore the implications of holding large amounts of stock in a single company, the tax ramifications of diversifying, and various strategies to manage risk and enhance portfolio diversification. The conversation emphasizes the importance of working with financial and tax advisors to create a tailored strategy for managing concentrated stock positions.   Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   Takeaways Exchange funds are a solution for diversifying concentrated stock positions. Concentrated stock positions can lead to significant financial risk. Tax implications are crucial when considering diversification strategies. Exchange funds require a long-term commitment, often up to seven years. Diversification can be achieved through various strategies, including options. A collared option strategy can protect against downside risk while allowing for some upside. Exchange fund replication maintains liquidity while providing diversification benefits. It's essential to coordinate with financial and tax advisors for effective planning. Investors should consider their overall portfolio strategy, not just individual investments. Creating a financial plan is vital for managing concentrated stock positions. Chapters 00:00 Introduction to Exchange Funds 02:32 Understanding Concentrated Stock Positions 05:39 Defining Exchange Funds 07:53 Strategies for Diversification 13:17 Advanced Strategies for Managing Stock Positions 16:33 Final Thoughts and Recommendations

OMIG's Mario Fisher cautions against panic. ‘[W]e are less emotionally invested in the investment process. ... Most of the time it just comes out in the wash'.

This week my guest is Lauren Daly, the founder of Natrie, a brand revolutionizing home cleaning with non-toxic, eco-friendly, and highly effective cleaning concentrates. With a background in professional cleaning, Lauren saw a gap in the market for products that were safe, powerful, and sustainable—so she created her own!Lauren shares her journey from experimenting with formulas in her kitchen to collaborating with a freelance chemist and manufacturer to bring her products to market. She discusses the challenges of product development, compliance, and marketing while balancing a busy home life with five kids.We talk about how to make your product stand out, why it's so important to understand your customers and build your brand around what they really need, and how sustainability and convenience are shaping the way people shop. Whether you're just starting out or looking for ways to grow, Lauren's journey is packed with inspiration and practical tips to help you along the way.Natrie WebsiteNatrie Facebook Natrie Instagram Lauren Daly LinkedInLET'S CONNECTJoin my free Facebook group for product makers and creatorsFollow me on YouTubeFind me on InstagramWork with me Buy My Book: Bring Your Product Idea To LifeIf you enjoy this podcast, and you'd like to leave a tip, you can do so here: https://bring-your-product-idea.captivate.fm/supportMentioned in this episode:Hosted by CaptivateIf you've been inspired to start a podcast in 2024 then I recommend my podcast host, Captivate. They were my top pick when I started 4 years ago because of how easy it was for a complete novice to get started. I've stuck with them because it's still simple, they keep adding great new features (like the ability to share ads like these!) and it's been so reliable. When you're ready to start your own podcast, use the link for a free 7 day trial: https://www.captivate.fm/signup?ref=vickiweinberg&tap_a=53455-ceb3a2

In this episode of, “Ima Shut Up!” Our host returns after a few month hiatus ranting about being a dad to contemplating on aliens being racist?* Princeton's Progress report * Stuff i missed * Donk at 6am * Princeton is a Cockblock * Young Money Woes * Alien Race Theory * What's the B in Bussy? * Celebrity Arrests * Today in Black History Song of the day: Primetime - HeIsMellowD Follow the pod on all socials @imashutup.podFollow the host on all socials @heismellowd Make sure you like share comment follow subscribe leave reviews so this podcast can grow!

On this episode Pat sits down with Milena Oliveira, Partner of Latin American early-growth fund Volpe Capital to dive into the dynamics of investing post Series-A, portfolio construction and making concentrated bets in a few select opportunities. We dive into why LatAm Tech entrepreneurs and VCs can produce top tier returns, and Volpe has the data to back it up. You learn about- Volpe's investment thesis- How to convince LPs to bet on the asset class and invest in multi-vintages- The maturity of LatAm tech entrepreneurs and how they are thriving not only despite the adversity but because of itYou can find Milena on LinkedIn here. Want to stay up-to-date on latest episodes? Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedIn ⁠here⁠ to stay up to date on our latest episodes with founders and investors beyond the Valley. Follow Pat on LinkedIn ⁠here⁠.

This week's show covers private equity coming for your 401k, finding the right trustee, diversifying a concentrated stock position, interval funds, and more!

This week Meg and Alex talk about the transferring of problems in the tenant/landlord relationship and fixing broken furnaces. 

Do you struggle with feeling not-enough? Confused about which of your identities you are supposed to focus on and do 'properly'? We aren't alone - and I'm seeing these sensations show up for many of us. In this episode I explore the notion of growing up with identity archetypes, concentrated identities played out in short bursts. Hosted on Acast. See acast.com/privacy for more information.

On February 11, 2025, Stephen Gardner interviewed Ryan McMaken. They discuss Elon Musk and DOGE, birthright citizenship, corruption and waste in USAID, political decentralization, and more.The original episode is available at https://www.youtube.com/watch?v=BNzNj7J5qYY

William Gallois joins the podcast to discuss his latest book, Qayrawān: The Amuletic City, published by The Pennsylvania State University Press in 2024. Qayrawān: The Amuletic City investigates the fascinating history of the Tunisian city of Qayrawān, which in the last years of the nineteenth century found itself covered in murals. Concentrated on and around the city's Great Mosque, these monumental artworks were only visible for about fifty years, from the 1880s through the 1930s. This book investigates the fascinating history of who created these outdoor paintings and why. Using visual archaeological methods, Qayrawān highlights the ‘unknown artist' as an actor of ‘unnoticed agency' and a practitioner of living traditional arts. Locating pictorial records of the murals from the backdrops of photographs, postcards, and other forms of European ephemera, Gallois identifies a form of religious painting that transposed traditional aesthetic forms such as house decoration, embroidery, and tattooing―which lay exclusively within the domains of women―onto the body of a conquered city. Gallois argues that these works were created by women as a form of “emergency art,” intended to offer amuletic protection for the community, and demonstrates how they differ markedly from “classical” Islamic antecedents and modern modes of Arab cultural production in the Middle East and North Africa. The book challenges tacit assumptions of foreign categories and standards of aesthetics imposed upon Islamic and African art. It contributes to further explorations of the exploration of the ways in which Islam was interwoven with preexisting cultures and forms of expression, particularly in calling for a continued reimagining of the study of “Islamic art.” The book makes welcome contributions to Islamic, African, and Middle Eastern studies, particularly in relation to colonial and art histories. It will be welcomed by scholars of Islamic Studies, African Studies, and Art History. William Gallois is Professor of the Islamic Mediterranean in the Institute of Arab and Islamic Studies at the University of Exeter, in England. In addition to Qayrawān: The Amuletic City, Prof Gallois is the author of A History of Violence in the Early Algerian Colony (2013) and The Administration of Sickness (2008), among other works. Yaseen Christian Andrewsen is a DPhil candidate at the University of Oxford, specialising in Islamic intellectual history in West Africa focusing on issues in Sufism, theology, renewal, and authority. Yaseen is a co-host for the New Books in Islamic Studies podcast. He can be reached by email at: christian.andrewsen@pmb.ox.ac.uk Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

William Gallois joins the podcast to discuss his latest book, Qayrawān: The Amuletic City, published by The Pennsylvania State University Press in 2024. Qayrawān: The Amuletic City investigates the fascinating history of the Tunisian city of Qayrawān, which in the last years of the nineteenth century found itself covered in murals. Concentrated on and around the city's Great Mosque, these monumental artworks were only visible for about fifty years, from the 1880s through the 1930s. This book investigates the fascinating history of who created these outdoor paintings and why. Using visual archaeological methods, Qayrawān highlights the ‘unknown artist' as an actor of ‘unnoticed agency' and a practitioner of living traditional arts. Locating pictorial records of the murals from the backdrops of photographs, postcards, and other forms of European ephemera, Gallois identifies a form of religious painting that transposed traditional aesthetic forms such as house decoration, embroidery, and tattooing―which lay exclusively within the domains of women―onto the body of a conquered city. Gallois argues that these works were created by women as a form of “emergency art,” intended to offer amuletic protection for the community, and demonstrates how they differ markedly from “classical” Islamic antecedents and modern modes of Arab cultural production in the Middle East and North Africa. The book challenges tacit assumptions of foreign categories and standards of aesthetics imposed upon Islamic and African art. It contributes to further explorations of the exploration of the ways in which Islam was interwoven with preexisting cultures and forms of expression, particularly in calling for a continued reimagining of the study of “Islamic art.” The book makes welcome contributions to Islamic, African, and Middle Eastern studies, particularly in relation to colonial and art histories. It will be welcomed by scholars of Islamic Studies, African Studies, and Art History. William Gallois is Professor of the Islamic Mediterranean in the Institute of Arab and Islamic Studies at the University of Exeter, in England. In addition to Qayrawān: The Amuletic City, Prof Gallois is the author of A History of Violence in the Early Algerian Colony (2013) and The Administration of Sickness (2008), among other works. Yaseen Christian Andrewsen is a DPhil candidate at the University of Oxford, specialising in Islamic intellectual history in West Africa focusing on issues in Sufism, theology, renewal, and authority. Yaseen is a co-host for the New Books in Islamic Studies podcast. He can be reached by email at: christian.andrewsen@pmb.ox.ac.uk Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

William Gallois joins the podcast to discuss his latest book, Qayrawān: The Amuletic City, published by The Pennsylvania State University Press in 2024. Qayrawān: The Amuletic City investigates the fascinating history of the Tunisian city of Qayrawān, which in the last years of the nineteenth century found itself covered in murals. Concentrated on and around the city's Great Mosque, these monumental artworks were only visible for about fifty years, from the 1880s through the 1930s. This book investigates the fascinating history of who created these outdoor paintings and why. Using visual archaeological methods, Qayrawān highlights the ‘unknown artist' as an actor of ‘unnoticed agency' and a practitioner of living traditional arts. Locating pictorial records of the murals from the backdrops of photographs, postcards, and other forms of European ephemera, Gallois identifies a form of religious painting that transposed traditional aesthetic forms such as house decoration, embroidery, and tattooing―which lay exclusively within the domains of women―onto the body of a conquered city. Gallois argues that these works were created by women as a form of “emergency art,” intended to offer amuletic protection for the community, and demonstrates how they differ markedly from “classical” Islamic antecedents and modern modes of Arab cultural production in the Middle East and North Africa. The book challenges tacit assumptions of foreign categories and standards of aesthetics imposed upon Islamic and African art. It contributes to further explorations of the exploration of the ways in which Islam was interwoven with preexisting cultures and forms of expression, particularly in calling for a continued reimagining of the study of “Islamic art.” The book makes welcome contributions to Islamic, African, and Middle Eastern studies, particularly in relation to colonial and art histories. It will be welcomed by scholars of Islamic Studies, African Studies, and Art History. William Gallois is Professor of the Islamic Mediterranean in the Institute of Arab and Islamic Studies at the University of Exeter, in England. In addition to Qayrawān: The Amuletic City, Prof Gallois is the author of A History of Violence in the Early Algerian Colony (2013) and The Administration of Sickness (2008), among other works. Yaseen Christian Andrewsen is a DPhil candidate at the University of Oxford, specialising in Islamic intellectual history in West Africa focusing on issues in Sufism, theology, renewal, and authority. Yaseen is a co-host for the New Books in Islamic Studies podcast. He can be reached by email at: christian.andrewsen@pmb.ox.ac.uk Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/islamic-studies

William Gallois joins the podcast to discuss his latest book, Qayrawān: The Amuletic City, published by The Pennsylvania State University Press in 2024. Qayrawān: The Amuletic City investigates the fascinating history of the Tunisian city of Qayrawān, which in the last years of the nineteenth century found itself covered in murals. Concentrated on and around the city's Great Mosque, these monumental artworks were only visible for about fifty years, from the 1880s through the 1930s. This book investigates the fascinating history of who created these outdoor paintings and why. Using visual archaeological methods, Qayrawān highlights the ‘unknown artist' as an actor of ‘unnoticed agency' and a practitioner of living traditional arts. Locating pictorial records of the murals from the backdrops of photographs, postcards, and other forms of European ephemera, Gallois identifies a form of religious painting that transposed traditional aesthetic forms such as house decoration, embroidery, and tattooing―which lay exclusively within the domains of women―onto the body of a conquered city. Gallois argues that these works were created by women as a form of “emergency art,” intended to offer amuletic protection for the community, and demonstrates how they differ markedly from “classical” Islamic antecedents and modern modes of Arab cultural production in the Middle East and North Africa. The book challenges tacit assumptions of foreign categories and standards of aesthetics imposed upon Islamic and African art. It contributes to further explorations of the exploration of the ways in which Islam was interwoven with preexisting cultures and forms of expression, particularly in calling for a continued reimagining of the study of “Islamic art.” The book makes welcome contributions to Islamic, African, and Middle Eastern studies, particularly in relation to colonial and art histories. It will be welcomed by scholars of Islamic Studies, African Studies, and Art History. William Gallois is Professor of the Islamic Mediterranean in the Institute of Arab and Islamic Studies at the University of Exeter, in England. In addition to Qayrawān: The Amuletic City, Prof Gallois is the author of A History of Violence in the Early Algerian Colony (2013) and The Administration of Sickness (2008), among other works. Yaseen Christian Andrewsen is a DPhil candidate at the University of Oxford, specialising in Islamic intellectual history in West Africa focusing on issues in Sufism, theology, renewal, and authority. Yaseen is a co-host for the New Books in Islamic Studies podcast. He can be reached by email at: christian.andrewsen@pmb.ox.ac.uk Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/middle-eastern-studies

William Gallois joins the podcast to discuss his latest book, Qayrawān: The Amuletic City, published by The Pennsylvania State University Press in 2024. Qayrawān: The Amuletic City investigates the fascinating history of the Tunisian city of Qayrawān, which in the last years of the nineteenth century found itself covered in murals. Concentrated on and around the city's Great Mosque, these monumental artworks were only visible for about fifty years, from the 1880s through the 1930s. This book investigates the fascinating history of who created these outdoor paintings and why. Using visual archaeological methods, Qayrawān highlights the ‘unknown artist' as an actor of ‘unnoticed agency' and a practitioner of living traditional arts. Locating pictorial records of the murals from the backdrops of photographs, postcards, and other forms of European ephemera, Gallois identifies a form of religious painting that transposed traditional aesthetic forms such as house decoration, embroidery, and tattooing―which lay exclusively within the domains of women―onto the body of a conquered city. Gallois argues that these works were created by women as a form of “emergency art,” intended to offer amuletic protection for the community, and demonstrates how they differ markedly from “classical” Islamic antecedents and modern modes of Arab cultural production in the Middle East and North Africa. The book challenges tacit assumptions of foreign categories and standards of aesthetics imposed upon Islamic and African art. It contributes to further explorations of the exploration of the ways in which Islam was interwoven with preexisting cultures and forms of expression, particularly in calling for a continued reimagining of the study of “Islamic art.” The book makes welcome contributions to Islamic, African, and Middle Eastern studies, particularly in relation to colonial and art histories. It will be welcomed by scholars of Islamic Studies, African Studies, and Art History. William Gallois is Professor of the Islamic Mediterranean in the Institute of Arab and Islamic Studies at the University of Exeter, in England. In addition to Qayrawān: The Amuletic City, Prof Gallois is the author of A History of Violence in the Early Algerian Colony (2013) and The Administration of Sickness (2008), among other works. Yaseen Christian Andrewsen is a DPhil candidate at the University of Oxford, specialising in Islamic intellectual history in West Africa focusing on issues in Sufism, theology, renewal, and authority. Yaseen is a co-host for the New Books in Islamic Studies podcast. He can be reached by email at: christian.andrewsen@pmb.ox.ac.uk Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/art

https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-02.02.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Portfolio manager Steve Dufour closed out the morning sessions, speaking with moderator Agnes Doherty. Steve's session is today's podcast. We'll hear about Steve's investment process for his fund, Fidelity U.S. Focused Stock Fund, as well as his thoughts on the current market environment, and outlook for 2025. Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Episode 459 / Dana Piazza Dana Piazza is a visual artist who creates abstract drawings and paintings on paper, panel, and canvas through a process of open-ended experimentation, repeating simple marks with brushes, markers, pens, and nibs. The meticulous forms that Piazza conjures on his flat surfaces depict the illusion of depth and movement; they seem voluminous, carrying significant visual weight. He approaches each work as though it were both a puzzle and an experiment, and lets the materials and tools determine the process.   Dana lives and works in Lenox, Massachusetts. He looks forward to featuring at Dallas Art Fair and having his first solo exhibition with TURLEY, by whom he is represented, in the Spring of 2025. His work has previously appeared in solo exhibitions at Art Austerlitz in Austerlitz, New York; Thompson Giroux Gallery in Chatham, New York; and Jennifer Terzian Gallery in Litchfield, Connecticut. His numerous group exhibitions include “Flat Files at OyG” at Ortega y Gasset Projects in Brooklyn; “Concentrated” at Galerie Manqué in Brooklyn; “Art on Paper” at Muriel Guépin Gallery in New York City; and “Guilty Pleasures” at Geoffrey Young Gallery in Great Barrington, Massachusetts. Piazza received a BFA from Purchase College, State University of New York. This episode was recorded live at the https://www.williamsburgbiannual.org Sound & Vision is sponsored by Soho Art Materials, Golden Artist Colors and Fulcrum Coffee Roasters. 

Troy March is the Director of Real Estate for the North Carolina Retirement System, where he oversees strategy formulation and management of an $8.5B real estate portfolio. With over 23 years of Real Estate experience, he specializes in sourcing, underwriting, and monitoring investments while contributing to the oversight of a $128B pension plan. Prior to NCRS Troy worked at Highwoods Properties and KIMCO. Troy received his MBA from Indiana University and is a holder of the CCIM designation. Links:North Carolina Retirement System - https://www.nctreasurer.com/Troy on LinkedIn - https://www.linkedin.com/in/troy-march-08566a3/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:31) - Troy's background and career(00:07:50) - The Co-mingled fund model vs. Separate accounts(00:15:16) - Identifying strategies, managers, and building relationships(00:25:59) - Allocation strategies(00:33:29) - Manager relationships(00:38:13) - Investor communications(00:39:46) - Preferences on manager experience(00:45:24) - Seeking out help and the role of consultants(00:47:08) - Macro-trends driving North Carolina's thesis(00:51:16) - How do you spend your time outside of work?(00:54:34) - Getting in touch with Troy

In this conversation, Marshall and Nick delve into the intricacies of tire shine products, discussing the importance of finish over application, the differences between concentrated and ready-to-use products, and the enhancements made to their Ultra Dress and Quik Shine tire dressing lines. They emphasize the significance of application techniques and the evolving nature of tire compounds, ultimately highlighting the need for versatile and effective tire shine solutions. Takeaways Finish is more important than application for tire shine. Different tire compounds affect how shine products perform. Sling is a common issue with tire shine application. Modern tire shines are less likely to cause sling. Concentrated dressings offer better control than ready-to-use. Ultra Dress has been reformulated for better dilution and application. Quick Shine is designed for ease of use and quick application. The scent and color of tire dressings can enhance user experience. Different customers have varying preferences for tire shine finishes. Having multiple tire shine options allows for tailored customer service. Chapters 00:00 The Quest for the Perfect Tire Shine 07:15 Concentrated vs. Ready-to-Use Tire Shine 10:21 Revisiting Ultra Dress: Enhancements and Improvements 18:38 Quick Shine: A Game Changer in Tire Dressing

EASY LISTENING DEP'T.

In this episode of the Pints and Polishing Podcast, hosts Marshall and Nick discuss the challenges of detailing in winter conditions, the importance of interior cleaning, and the evolution of cleaning products in the detailing industry. They explore the risks associated with using concentrated products and the shift away from traditional all-purpose cleaners (APCs) towards newer, safer alternatives like Revive. The conversation highlights the need for detailers to adapt to changing product quality and the importance of understanding the materials they are working with. In this conversation, Marshall and Nick delve into the intricacies of surfactants, the debate between concentrated and ready-to-use cleaners, the importance of quality in cleaning products, and the necessity of proper panel prep for ceramic coatings. They emphasize the balance between cost, time, and quality, and share personal anecdotes to illustrate the impact of these choices on business and customer satisfaction. Takeaways Ice skating in Vegas is a new experience. Winter detailing requires creative problem-solving. Focus on interior detailing during cold months. Quality control in car manufacturing is declining. APCs can be harmful to modern plastics. New cleaning products are emerging in the market. Detailers need to adapt to changing materials. Revive offers a safer alternative to traditional cleaners. Understanding product ingredients is crucial for detailers. Dealerships heavily rely on APCs for cleaning. Understanding surfactants helps in making better product choices. Grades of surfactants indicate their harshness and suitability for different tasks. Time spent on diluting products can add up, affecting overall efficiency. Quality products can save time and provide peace of mind. The cost of saving on cheaper products can lead to significant losses in business. Proper panel prep is crucial for the effectiveness of ceramic coatings. Using the right panel prep can prevent damage to paint finishes. Many detailing products contain oils that can affect coating adhesion. It's important to follow manufacturer guidelines for product use to maintain warranties. Investing in quality products can enhance customer satisfaction and business reputation. Chapters 00:00 Introduction to the Podcast and Current Events 01:53 Winter Detailing Challenges 05:59 Interior Detailing Insights 09:57 The Evolution of Cleaning Products 19:52 Comparing APCs and New Cleaning Solutions 21:04 Understanding Surfactants and Their Grades 22:57 The Debate on Concentrated vs. Ready-to-Use Cleaners 27:10 The Cost of Quality: Time vs. Money 32:01 Panel Prep: Why It Matters for Ceramic Coatings

https://pfgwm.com/wp-content/uploads/sites/2/2024/12/Investing-Simplified-12.29.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That's why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment Matt Sudol, Wealth Advisor Email: mattsudol@pfgwm.com Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.

Numbers DO Lie: Displaced abomasum; Italian pasta; Laundry-grade glycerin; Copepods in New York water; Milk from many cows; Volume vs. weight; Shiur challah; Heat vs. temperature; Wine in Canadian whisky; Concentrated wine; See seforim by Rabbi Cohen at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kashrushalacha.com⁠

“Your test kit is your tool, and you are the master of that tool. “- Trace Blackmore  In this insightful episode of Scaling Up! H2O Podcast, host Trace Blackmore delves into the critical topic of understanding and optimizing water treatment tests. This episode is designed to equip water treatment professionals with practical knowledge to enhance their test-taking techniques and interpretation skills.  The Concept of Pinks and Blues   Trace shares the origins of the term “pinks and blues,” coined by his father, and explains its significance in water testing. He stresses the importance of understanding that tests are tools to confirm or disprove hypotheses about system conditions, not tasks that generate revenue. This foundational mindset shift sets the stage for improving both the efficiency and effectiveness of test execution.  Strategic Testing Approaches  Trace provides a comprehensive breakdown of running tests in the most efficient order, starting with the longest tests and multitasking with shorter ones while waiting. This strategic approach helps water professionals maximize time on-site. He also discusses the value of running tests based on hypothesis-driven objectives, such as walking through the site and engaging with clients before taking samples.  Categorizing and Interpreting Your Tests  Listeners will gain insight into organizing test types into meaningful categories:   Base water  Concentrated water  Product contributions  System signs  Trace illustrates how to establish true concentration levels and interpret results to identify potential issues like scaling, precipitation, and system corrosion. The importance of using non-scaling ions, like silica, for accurate concentration analysis is also explained.  Analyzing Interpretative Skills Trace walks through examples that highlight how to use test results for informed decision-making, whether it's confirming system status or taking corrective action. He advises on how to integrate polymer tests and other contributing product measurements into your routine for a fuller picture of system health. This deep dive into interpretation emphasizes a detective-like approach to problem-solving in water treatment.  Final Thoughts and Essential Tips  The episode concludes with Trace's encouragement to prioritize understanding your test procedures and knowing the interferences that can affect results. He underscores the importance of planning tests efficiently and being prepared with all necessary tools before visiting client sites. By mastering these practices, listeners can transform their testing routine into a powerful tool for maintaining system integrity and customer relationships. Stay engaged, keep learning, and continue scaling up your knowledge!  Timestamps  00:50 - Trace Blackmore explains what Pinks and Blues means sharing how his father influenced his understanding of water tests 02:09 - Upcoming Events for Water Treatment Professionals  05:34 - Explanation of "Pinks and Blues" and the importance of interpreting test results for water treatment. 43:21- Drop by Drop with James McDonald   Connect with Scaling UP! H2O  Submit a show idea: Submit a Show Idea LinkedIn: in/traceblackmore/ YouTube: @ScalingUpH2O  Quotes “The equipment knows, but it cannot talk. We've got to do all this investigation work to figure out what the equipment knows that won't give up that information. We've got to figure out ways to make it talk now.”  Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  The Rising Tide Mastermind Scaling UP! H2O Academy video courses Submit a Show Idea Hach Water Analysis Handbook  046 The One About Phosphate Testing  Drop By Drop with James   In today's episode, let's picture in your mind a boiler that is open for inspection. As you stand in front of it, you may see the handholes and manholes opened. The room may be much quieter than normal because the burners and air blowers aren't running. It may be a firetube or water tube boiler. The inspection will be different between the two, with several commonalities as well. Before you start your inspection, what should you do? Have you spoken to the operators in the area? Have you followed proper safety protocols for confined space entry, lockout/tagout, etc.? Do you feel safe entering the boiler? Do you know the history of the boiler before going in? Does this history of water treatment and boiler performance allow you to predict what you will see inside the boiler? How will you document what you find? How will you collect any samples, if necessary? How dirty will you get? Do you know the equipment you will see inside the boiler, such as steam-water separators, baffle plates, downcomers, feedwater piping, etc.? What do you expect the water line to look like? Where will oxygen pitting or hard water scaling first show up in the boiler if there was a problem? Will you be inspecting the deaerator as well? How long will it take you to get the boiler inspection report to your client? Doing a proper boiler inspection takes time, experience, knowledge, attention to detail, and often agility.   Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.  

As a young single woman living in a punk house in LA, Sarah made an unusual choice: to become certified as a foster parent. Over the next few years Sarah welcomed young traumatized children and surly teenagers into her home and gave them all the love she had to give. Then, after days, or weeks, or months, she let them go. Sarah talks about what it is like to not know the end of the story, to know that maybe nothing is fixed, and how she sees her role as a foster mother in both the lives of the children she loves and the parents who are trying their best with what resources they have available.

Sharyl speaks with author Peter Phillips about how 117 "Titans of Capital" are managing the wealth of the world's super-rich and impacting everyone else in ways we may not like. Order Sharyl's new national bestseller: “⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow the $cience⁠⁠⁠⁠⁠⁠⁠⁠⁠.” Subscribe to my two podcasts: “The Sharyl Attkisson Podcast” and “Full Measure After Hours.” Leave a review, subscribe and share with your friends! Support independent journalism by visiting the ⁠⁠⁠⁠⁠⁠⁠⁠⁠Sharyl Attkisson store⁠⁠⁠⁠⁠⁠⁠⁠⁠.  Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠SharylAttkisson.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.FullMeasure.news⁠⁠⁠⁠⁠⁠⁠⁠⁠ for original reporting.  Do your own research. Make up your own mind. Think for yourself.

Sharyl speaks with author Peter Phillips about how 117 "Titans of Capital" are managing the wealth of the world's super-rich and impacting everyone else in ways we may not like. Order Sharyl's new national bestseller: “⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow the $cience⁠⁠⁠⁠⁠⁠⁠⁠⁠.” Subscribe to my two podcasts: “The Sharyl Attkisson Podcast” and “Full Measure After Hours.” Leave a review, subscribe and share with your friends! Support independent journalism by visiting the ⁠⁠⁠⁠⁠⁠⁠⁠⁠Sharyl Attkisson store⁠⁠⁠⁠⁠⁠⁠⁠⁠.  Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠SharylAttkisson.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.FullMeasure.news⁠⁠⁠⁠⁠⁠⁠⁠⁠ for original reporting.  Do your own research. Make up your own mind. Think for yourself.

In 2009, John Woolard's team flipped the switch on a first-of-a-kind concentrated solar power project. The pilot paved the way for BrightSource Energy, where John was CEO, to build its first commercial CSP plant, a 440-megawatt project in the Mojave Desert called Ivanpah.  John and his team believed they were far ahead of the competition, including photovoltaics. And they were on the verge of building several large, concentrated solar plants. That was the plan. But in the middle of building the first commercial plant, the BrightSource team faced a series of unexpected challenges that forced them to ask: “if we stay the course, will we survive?” In the first episode of The Green Blueprint, host Lara Pierpoint talks to John Woolard, former CEO of BrightSource Energy and current CEO at Meridian Clean Energy, on lessons from the concentrated solar boom and bust.  They dig into how John salvaged a financial deal that collapsed in the middle of a global financial crisis, the unexpected challenges of permitting and environmental regulations, the competitive threat of solar PV, and knowing when to pivot. The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this podcast, subscribe to Latitude Media's newsletter. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year's conference using the code LMPODS10. Register today here!

Get Peter's book here: https://a.co/d/hAtLLq0   In Titans of Capital, Peter Phillips, a political sociologist, poses three key research questions: To what extent do the wealthy influence—or even dominate—decision making that affects all of us in society? Who are the most powerful people? And how does the accumulation of capital work? Networks of wealthy individuals have evolved since the COVID-19 pandemic, and Titans of Capital shows how the financial investments of transnational elites threaten human rights and the future of the planet.   Private capital investments serve as the primary operating funds for international arms sales, private prisons, and other socially negative activities. These investments fuel the continued use of carbon-based energy leading to amplified global warming and climate change.   Military spending is a critical component of continued wealth concentration and political power in the world. Spending on arms and intelligence is a required aspect of maintaining global power and control. Dealing with Russia, China, Iran and other “rogue” states is a continuing agenda for agents of the world power elites. Propaganda machines in Western capitalist governments serve to protect elite wealth by promoting military conflicts to open new regions for economic investment.   Phillips warns that while continued concentration of global capital increases the profits enjoyed by the global economy's “Titans,”, it also increases global inequality, starvation, and civil unrest, threatening the lives of the hundreds of millions of people living in extreme poverty. It is imperative to ask how we can reverse the concentration of Titan wealth and revitalize grassroots democracy unbridled by extreme wealth. Identifying 117 global Titans by name and exposing the networks and interests that unite them provides readers opposed to militarism and committed to economic equality with crucial tools to directly engage the power elite who endanger life on earth.   Check out our new bi-weekly series, "The Crisis Papers" here: https://www.patreon.com/bitterlakepresents/shop   Thank you guys again for taking the time to check this out. We appreciate each and everyone of you. If you have the means, and you feel so inclined, BECOME A PATRON! We're creating patron only programing, you'll get bonus content from many of the episodes, and you get MERCH!   Become a patron now https://www.patreon.com/join/BitterLakePresents?   Please also like, subscribe, and follow us on these platforms as well, (specially YouTube!)   THANKS Y'ALL   YouTube: https://www.youtube.com/channel/UCG9WtLyoP9QU8sxuIfxk3eg Twitch: www.twitch.tv/thisisrevolutionpodcast www.twitch.tv/leftflankvets​ Facebook: https://www.facebook.com/Thisisrevolutionpodcast/ Twitter: @TIRShowOakland Instagram: @thisisrevolutionoakland   Read Jason Myles in Sublation Magazine https://www.sublationmag.com/writers/jason-myles   Read Jason Myles in Damage Magazine https://damagemag.com/2023/11/07/the-man-who-sold-the-world/   Pascal Robert's Black Agenda Report: https://www.blackagendareport.com/author/Pascal%20Robert          

Derek Moore and Jay Pestrichelli talk about everyone talking about Goldman's 3% annual return target for next 10 years. What's behind their analysis includes whether the S&P 500 Index has too much concentration. Then they discuss what is responsible in retrospect for markets going up or down including profit margins, sales, buybacks, dividends, and EPS. Later, they talk about gold and its huge jump in 2024. Finally, how underwhelming the small caps have been relative to past bull markets, S&P 500 Index constituent turnover, and Apple's options volatility pre-earnings.   Goldman Sachs base case of 3% annualized return next 10 years Vanguard's June 2024 10 year forward annualized return estimates How market movement is attributed to EPS, Sales, Dividends, Margins, and Buybacks Historical 10-year constituent turnover for S&P 500 Index Touching on Meb Faber's observation of both Gold and the S&P 500 above 25% return for year Small caps lowest bull market return covering 13 bull markets since 1949 Apple earnings and the option volatility Cost of the Apple straddle a week before earnings Uber's implied volatility pre-earnings week Spread between the 30-year mortgage and the 10-year treasury yield What if mortgage rates and long bonds go up not down? MBS bonds (mortgage backed securities) nuances     Mentioned in this Episode   Goldman Sachs forward baseline 3% annual return forecast next 10 years full report https://www.gspublishing.com/content/research/en/reports/2024/10/18/29e68989-0d2c-4960-bd4b-010a101f711e.pdf   Vanguard June 30th 2024 10 year forward returns forecast https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html#:~:text=The%20largest%20shift%20was%20in,Capital%20Markets%20Model%20(VCMM) Mortgage Spreads and The Yield Curve Economic Brief Richmond Federal Reserve Bank https://www.richmondfed.org/publications/research/economic_brief/2023/eb_23-27 Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com         296

Today, I'm talking about navigating the risks of concentrated investments. Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions: ➤ How do you know if you have a "concentrated investment?" ➤ What are some little-known risks investors aren't considering? ➤How do you (tax-efficiently) diversify concentrated investments? I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s). *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter!

Hi Bakers! Grab a mug of tea and a warm, buttery cinnamon-sugar-covered apple cider donut. Take a big bite and savor the sweet apple flavor with a crunchy sugar exterior. If you bake anything this Fall, make these iconic donuts! They'll bring a smile to your face and you'll be glad it's apple season! Concentrated cider in the dough makes these treats smell and taste divine. Don't want to stand over the stove for 30 minutes to cook the cider down? No problem, I have an easy hack you can use instead. This is one of my most loved recipes and I hope you adore it too! Enjoy! ~Carolyn Gluten-Free Apple Cider Donuts Revised for gluten-free from Sally's Baking Addiction makes 12 donuts (unless you overfill them like I usually do!) Dry Ingredients 1¾ cups Cup4Cup Multipurpose gluten-free flour ¼ cup blanched almond flour 1½ teaspoons sweet rice flour ¾ teaspoon baking powder ¼ teaspoon baking soda 1 teaspoon cinnamon ½ teaspoon salt ¼ teaspoon allspice ¼ teaspoon nutmeg Wet Ingredients 3 tablespoons melted butter ½ cup granulated sugar ¼ cup light brown sugar 1 large egg 1 teaspoon vanilla extract ¼ cup 2% milk ¼ cup applesauce, unsweetened ¼ cup apple cider, (reduced amount)****  For rolling Melted butter  Cinnamon Sugar (In a wide shallow cereal bowl combine 1 cup granulated sugar and 1 1/2 teaspoons of cinnamon.) Directions: ****Begin by pouring 1½ cups of apple cider into a medium-sized saucepan. Heat until boiling over medium heat until cider is reduced to ¼ cup. This will take about 30 minutes. If you don't want to reduce the cider, you can use apple juice concentrate instead. Simply thaw it and measure out ¼ cup.  Preheat the oven to 350F degrees. Oil the donut pans, and set aside. In a medium-sized bowl, whisk the dry ingredients together and set aside.  Mix melted butter, granulated sugar, and brown sugar in a large bowl until well combined.  Add egg, vanilla, milk, reduced cider, applesauce, and mix well. Pour the dry ingredients into the wet ingredients and stir until just combined.  Spoon the batter into a piping or large ziplock bag and twist the end shut. Then, cut the tip off the bag so you have a 3/4” inch opening. Pipe the batter into the donut pan so it is about ¾ full. Batter is very thick so this takes some work. Bake the donuts for 10-12 minutes until the donut springs back when touched with your finger. Cool for 5 minutes and transfer to a wire rack. Dip the donuts in melted butter, front and back, and then coat in the cinnamon sugar mixture. Donuts are best eaten the day they are made but will be good in the fridge for another day. Heat briefly in the microwave if desired.

Maybe those QR Codes in the Marvel books are a bad idea, but Todd thinks there is a more sinister motive to them, what are Lunar doing at Retailers Night at New York Comic Con and what SHOULD they be doing, Larry Hama is one of the best and deserves better, the Acolyte is done and […] The post Longbox Heroes episode 724: Concentrated Dude appeared first on Longbox Heroes.

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active.See omnystudio.com/listener for privacy information.