Podcasts about Concentration

In this episode, spiritual director John Bruna continues to offer commentary on the text “Following in the Buddha's Footsteps”. He expands the depth of understanding about the hinderances of sensual desire by offering clarity of how our addictions and attachments prevent us from engaging in a meaningful spiritual journey. This episode was recorded on July 1st, 2026.Welcome to the Way of Compassion Dharma Center Podcast. Located in Carbondale, Colorado, the Way of Compassion Dharma center's primary objective is to provide programs of Buddhist studies and practices that are practical, accessible, and meet the needs of the communities we serve.  As a traditional Buddhist center, all of our teachings are offered freely. If you would like to make a donation to support the center, please visit www.wocdc.org.  May you flourish in your practice and may all beings swiftly be free of suffering.

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Vous travaillez, vous progressez, vous obtenez des résultats… mais vous avez toujours l'impression que ce n'est pas assez.Dans cet épisode, je vous parle du perfectionnisme toxique, de cette ligne d'arrivée qui recule sans cesse et de la difficulté à reconnaître ce qui fonctionne déjà.L'objectif n'est pas de devenir moins exigeant, mais d'arrêter d'utiliser l'insatisfaction comme seul système de pilotage. Je vous partage comment définir un niveau suffisamment bon, identifier les vrais points d'amélioration et dissocier votre valeur personnelle de la qualité de ce que vous produisez.

Concentration ~ I continuously lose things and my mind drifts. Listen to caller's personal dramas four times each week as Dr. Kenner takes your calls and questions on parenting, romance, love, family, marriage, divorce, hobbies, career, mental health - any personal issue! Call anytime, toll free 877-Dr-Kenner. Visit www.drkenner.com for more information about the show (where you can also download free chapter one of her serious relationships guidebook).

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Diagnostic et scan gratuit de votre écosystème pour identifier vos blocages et vos priorités : https://scan.flowtasking.fr/Le talent et le travail ne suffisent pas toujours pour réussir en entrepreneuriat. Dans cette vidéo, je parle des frustrations que vivent réellement les entrepreneurs : injustice, flops, insécurité financière, ghosting, impayés, administratif, conflits et haters.On nous apprend souvent que si nous travaillons bien, développons nos compétences et respectons les autres, les résultats finiront forcément par arriver.La réalité du business est beaucoup moins linéaire.Vous pouvez être compétent et mal vous vendre.Créer un excellent contenu que l'algorithme ignore.Faire correctement votre travail et être confronté à un impayé.Développer votre activité tout en continuant à ressentir une forte insécurité financière.Faire confiance à un associé, un client ou un partenaire qui ne respecte finalement pas ses engagements.Dans cette vidéo, je partage les principales frustrations que j'ai rencontrées depuis mes débuts dans l'entrepreneuriat, mais surtout les changements de posture, de processus et de système qui m'ont permis de mieux les traverser.Nous allons notamment parler de :Pourquoi la méritocratie fonctionne différemment dans le businessPourquoi le talent doit être associé à la vente, la visibilité et l'itérationComment gérer l'incertitude et l'insécurité financièreComment réduire le ghosting et mieux prévenir les impayésPourquoi les contrats, les acomptes et les limites sont indispensablesComment mieux gérer l'administratif en s'entourantComment choisir ses associés et partenaires selon leurs valeursComment réagir face aux conflits, aux trahisons et aux hatersL'objectif n'est pas de se plaindre. C'est de comprendre que ces frustrations font partie du jeu, de moins les prendre personnellement et de construire un business capable de mieux les absorber.

Bienvenus au cœur d'un moment décisif. Un moment où tout peut basculer.Le 25 juin 2000, en quart de finale de l'Euro, au Stade Jan-Breydel de Bruges, la France affronte l'Espagne. Le score est de 2-1 pour les Bleus, la victoire semble presque acquise… jusqu'à la quatre-vingt-dixième minute.Un penalty pour l'Espagne, à la dernière seconde.Raùl, l'un des meilleurs attaquants du monde, se présente pour tirer. Il a marqué des milliers de pénaltys dans sa carrière. Il sait exactement ce qu'il doit faire. Mais un détail va tout changer.Pendant qu'il se concentre sur le ballon, Youri Djorkaeff fait quelque chose qui va le déstabiliser et lui faire perdre sa concentrationL'impensable se produit : le ballon vole dans les gradins. La France se qualifie pour la demi-finale.Pourquoi Raùl a-t-il raté son tir, alors qu'il est l'un des meilleurs joueurs du monde ?Quel rapport avec la vente ?Découvre-le dans cet épisode du podcast de LA VOIX DE LA VENTE.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Interview recorded - 14th of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric Basmajian is the founder of EPB Research, an independent economic research firm whose work is read by over 250,000 people and used by pension funds, hedge funds, and manufacturers globally.During our conversation we spoke about his overview of the economy, government debt increasing, why markets are skyrocketing while the average consumer struggles, employment and more. 0:00 - Introduction1:33 - Overview of the economy6:26 - Government debt increase8:46 - Consumer credit9:49 - Concentration of profits11:36- Withdrawal of globalisation 15:09 - Margins drop then job cuts23:09 - Employment data26:21 - Market impact30:40 - People gotten wrong?35:30 - One message to takeaway?Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.Eric holds a bachelor's degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives.Eric Basmajian - Website - https://epbresearch.com/Twitter - https://twitter.com/EPBResearchYouTube - @EPBResearch LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Mastermind groups can transform the way dealers think about business, leadership, and wealth. In this episode of GarageCast, Ozzie Giglio and Dave Cotteleer share how strategic planning, peer accountability, and a long-term wealth mindset help dealers build stronger businesses—and stronger futures. Discover why the best operators don't just manage dealerships—they create lasting value.UPDATE 2027 is back.Join Garage Composites January 31–February 1 for one of the powersports and marine industry's premier training and networking events.Featuring industry training, 20 Clubs, and opportunities for dealers, manufacturers, vendors, owners, and managers to connect and grow.Bring your team and plan to join us for UPDATE 2027.

Links For The Occult Rejectshttps://linktr.ee/theoccultrejectsOccult Research Institutehttps://www.occultresearchinstitute.org/Substackhttps://substack.com/@theoccultrejects?r=7auau0&utm_campaign=profile&utm_medium=profile-pageCash Apphttps://cash.app/$theoccultrejectsVenmo@TheOccultRejectsBuy Me A Coffeebuymeacoffee.com/TheOccultRejectsPatreonhttps://www.patreon.com/TheOccultRejectsFull Bibliography for Part TwoCharcot, Hysteria, and the Medical TheaterJean-Martin Charcot. Lectures on the Diseases of the Nervous System.Jean-Martin Charcot. Clinical Lectures on Diseases of the Nervous System.Jean-Martin Charcot. Leçons sur les maladies du système nerveux faites à la Salpêtrière.Georges Didi-Huberman. Invention of Hysteria: Charcot and the Photographic Iconography of the Salpêtrière.Asti Hustvedt. Medical Muses: Hysteria in Nineteenth-Century Paris.Jan Goldstein. Console and Classify: The French Psychiatric Profession in the Nineteenth Century.Mark S. Micale. Approaching Hysteria: Disease and Its Interpretations.Elaine Showalter. The Female Malady: Women, Madness, and English Culture, 1830–1980.Henri F. Ellenberger. The Discovery of the Unconscious: The History and Evolution of Dynamic Psychiatry.Alan Gauld. A History of Hypnotism.The Nancy School and SuggestionAmbroise-Auguste Liébeault. Du sommeil et des états analogues, considérés surtout au point de vue de l'action du moral sur le physique.Hippolyte Bernheim. De la suggestion et de ses applications à la thérapeutique.Hippolyte Bernheim. Suggestive Therapeutics: A Treatise on the Nature and Uses of Hypnotism.Henri F. Ellenberger. The Discovery of the Unconscious.Alan Gauld. A History of Hypnotism.Adam Crabtree. From Mesmer to Freud: Magnetic Sleep and the Roots of Psychological Healing.Alison Winter. Mesmerized: Powers of Mind in Victorian Britain.Pierre Janet, Automatism, Dissociation, and TraumaPierre Janet. L'Automatisme psychologique.Pierre Janet. The Major Symptoms of Hysteria.Pierre Janet. The Mental State of Hystericals.Pierre Janet. Psychological Healing: A Historical and Clinical Study.Pierre Janet. Writings on fixed ideas, dissociation, hysteria, narrowed consciousness, and subconscious action.Henri F. Ellenberger. The Discovery of the Unconscious.Onno van der Hart, Ellert R. S. Nijenhuis, and Kathy Steele. The Haunted Self: Structural Dissociation and the Treatment of Chronic Traumatization.Adam Crabtree. From Mesmer to Freud.Alan Gauld. A History of Hypnotism.Ideomotor Effect, Table-Turning, and Automatic ActionMichel Eugène Chevreul. De la baguette divinatoire, du pendule explorateur et des tables tournantes.Michael Faraday. Writings and experimental reports on table-turning, unconscious muscular pressure, and involuntary movement.William Benjamin Carpenter. Principles of Mental Physiology.William Benjamin Carpenter. Essays and writings on unconscious cerebration and ideomotor action.Daniel M. Wegner. The Illusion of Conscious Will.Richard Wiseman. Paranormality: Why We See What Isn't There.Ray Hyman. Writings on ideomotor action, dowsing, psychical research, and anomalous experience.Spiritualism, Mediumship, Psychical Research, and Automatic WritingAlex Owen. The Darkened Room: Women, Power, and Spiritualism in Late Victorian England.Janet Oppenheim. The Other World: Spiritualism and Psychical Research in England, 1850–1914.Ann Braude. Radical Spirits: Spiritualism and Women's Rights in Nineteenth-Century America.Sofie Lachapelle. Investigating the Supernatural: From Spiritism and Occultism to Psychical Research and Metapsychics in France, 1853–1931.Frederic W. H. Myers. Human Personality and Its Survival of Bodily Death.The Society for Psychical Research. Early proceedings and reports on automatic writing, trance, mediumship, apparitions, and psychical phenomena.William James. Essays in Psychical Research.William James. The Varieties of Religious Experience.William James. The Principles of Psychology.Henri F. Ellenberger. The Discovery of the Unconscious.Adam Crabtree. From Mesmer to Freud.Freud, Breuer, Hypnosis, and the UnconsciousJosef Breuer and Sigmund Freud. Studies on Hysteria.Sigmund Freud. The Interpretation of Dreams.Sigmund Freud. Introductory Lectures on Psycho-Analysis.Sigmund Freud. “A Note on the Unconscious in Psycho-Analysis.”Sigmund Freud. “The Unconscious.”Sigmund Freud. “Remembering, Repeating and Working-Through.”Sigmund Freud. “The Dynamics of Transference.”Sigmund Freud. The Psychopathology of Everyday Life.Henri F. Ellenberger. The Discovery of the Unconscious.Mikkel Borch-Jacobsen. The Freudian Subject.Mikkel Borch-Jacobsen and Sonu Shamdasani. The Freud Files: An Inquiry into the History of Psychoanalysis.Frederick Crews. Freud: The Making of an Illusion.Élisabeth Roudinesco. Freud: In His Time and Ours.Frank J. Sulloway. Freud, Biologist of the Mind: Beyond the Psychoanalytic Legend.Occult Revival, Will, Imagination, and Esoteric PsychologyÉliphas Lévi. Dogme et Rituel de la Haute Magie.Éliphas Lévi. Transcendental Magic: Its Doctrine and Ritual.Éliphas Lévi. The Great Secret.Papus, Gérard Encausse. Traité méthodique de science occulte.Papus, Gérard Encausse. Elementary Treatise of Occult Science.Papus, Gérard Encausse. The Tarot of the Bohemians.Joscelyn Godwin. The Theosophical Enlightenment.Nicholas Goodrick-Clarke. The Western Esoteric Traditions: A Historical Introduction.Wouter J. Hanegraaff. Esotericism and the Academy: Rejected Knowledge in Western Culture.Alex Owen. The Place of Enchantment: British Occultism and the Culture of the Modern.Christopher McIntosh. Eliphas Lévi and the French Occult Revival.Crowley, Fortune, Spare, and Modern Magical PsychologyAleister Crowley. Magick: Liber ABA, Book 4.Aleister Crowley. Magick in Theory and Practice.Aleister Crowley. Liber O vel Manus et Sagittae.Aleister Crowley. The Equinox.Aleister Crowley. The Confessions of Aleister Crowley.Marco Pasi. Aleister Crowley and the Temptation of Politics.Dion Fortune, writing as Violet Firth. The Machinery of the Mind.Dion Fortune. Psychic Self-Defense.Dion Fortune. The Training and Work of an Initiate.Dion Fortune. Applied Magic.Dion Fortune. The Mystical Qabalah.Austin Osman Spare. The Book of Pleasure.Austin Osman Spare. The Focus of Life.Austin Osman Spare. A Book of Satyrs.Phil Baker. Austin Osman Spare: The Life and Legend of London's Lost Artist.Kenneth Grant. Images and Oracles of Austin Osman Spare.New Thought, Mind-Cure, Autosuggestion, and Personal MagnetismPhineas Parkhurst Quimby. The Quimby Manuscripts.Horatio W. Dresser. A History of the New Thought Movement.Catherine L. Albanese. A Republic of Mind and Spirit: A Cultural History of American Metaphysical Religion.Beryl Satter. Each Mind a Kingdom: American Women, Sexual Purity, and the New Thought Movement, 1875–1920.Robert C. Fuller. Mesmerism and the American Cure of Souls.Émile Coué. Self Mastery Through Conscious Autosuggestion.Émile Coué. How to Practice Suggestion and Autosuggestion.William Walker Atkinson. Thought Vibration; or, The Law of Attraction in the Thought World.William Walker Atkinson. Mind-Power: The Secret of Mental Magic.William Walker Atkinson. Practical Mental Influence.William Walker Atkinson. The Psychology of Salesmanship.William Walker Atkinson. Memory: How to Develop, Train and Use It.William Walker Atkinson. The Power of Concentration.William Walker Atkinson, under related New Thought and occult pseudonymous currents. Works on personal magnetism, suggestion, concentration, mental science, and occult psychology.Theosophy, Hypnotism, and Occult Warnings About InfluenceHelena Petrovna Blavatsky. The Key to Theosophy.Helena Petrovna Blavatsky. Collected Writings.Helena Petrovna Blavatsky. Writings and discussions touching mesmerism, hypnotism, psychic influence, occult dangers, and spiritual development.Annie Besant and C. W. Leadbeater. Thought-Forms.C. W. Leadbeater. The Astral Plane.C. W. Leadbeater. The Chakras.Joscelyn Godwin. The Theosophical Enlightenment.Nicholas Goodrick-Clarke. The Western Esoteric Traditions.Wouter J. Hanegraaff. Esotericism and the Academy.General Histories Useful Across Part TwoHenri F. Ellenberger. The Discovery of the Unconscious: The History and Evolution of Dynamic Psychiatry.Adam Crabtree. From Mesmer to Freud: Magnetic Sleep and the Roots of Psychological Healing.Adam Crabtree. Animal Magnetism, Early Hypnotism, and Psychical Research, 1766–1925: An Annotated Bibliography.Alan Gauld. A History of Hypnotism.Alison Winter. Mesmerized: Powers of Mind in Victorian Britain.Robert Darnton. Mesmerism and the End of the Enlightenment in France.Frank A. Pattie. Mesmer and Animal Magnetism: A Chapter in the History of Medicine.Peter Lamont. Extraordinary Beliefs: A Historical Approach to a Psychological Problem.Nicholas Goodrick-Clarke. The Western Esoteric Traditions.Wouter J. Hanegraaff. Esotericism and the Academy.Alex Owen. The Place of Enchantment.Also want to remind people about the website, if you're into reading we have tons of information by multiple contributors, and we got t-shirts up on the site if you're interested. Fun fact, the art is all based on the eyeball. 

In this episode, spiritual director John Bruna continues to comment on hinderances to our spiritual growth by focusing in on sensual desire and craving. He offers helpful guidance on how to balance our lives with enjoying sensual pleasures and cultivating contentment. This episode was recorded on June 24th, 2026.Welcome to the Way of Compassion Dharma Center Podcast. Located in Carbondale, Colorado, the Way of Compassion Dharma center's primary objective is to provide programs of Buddhist studies and practices that are practical, accessible, and meet the needs of the communities we serve.  As a traditional Buddhist center, all of our teachings are offered freely. If you would like to make a donation to support the center, please visit www.wocdc.org.  May you flourish in your practice and may all beings swiftly be free of suffering.

This recording was edited and prepared for publication by volunteer Sheri Cohen.

reference: Sri Aurobindo and the Mother, The Psychic Being — Soul: Its Nature, Mission and Evolution, Section 4 The Psychic Being and Sadhana, pp. 118-119This episode is also available as a blog post at https://sriaurobindostudies.wordpress.com/2026/07/09/three-focuses-of-concentration/Video presentations, interviews and podcast episodes are allavailable on the YouTube Channel https://www.youtube.com/@santoshkrinsky871More information about Sri Aurobindo can be found at www.aurobindo.net  The US editions and links to e-book editions of SriAurobindo's writings can be found at Lotus Press www.lotuspress.com#Sri Aurobindo #The Mother #yoga #integral yoga #spirituality #triple transformation #concentration #consciousness #psychic transformation #spiritual transformation #soul #psychic being

durée : 00:23:00 - Les Nuits de France Culture - par : Albane Penaranda - En 1946, David Rousset, résistant et déporté au camp de Buchenwald, faisait paraître "L'univers concentrationnaire". Au micro de Paul Guimard il revenait sur l'organisation de la résistance et le dilemme du choix dans les camps de concentration, entre survie, morale et responsabilité. - équipe : Mathias Le Gargasson, Antoine Dhulster, Rafik Zénine, Vincent Abouchar, Emily Vallat, Hassane M'Béchour, INA Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

The Invisible Power of Global Data Centers. Simon Constable. Data centers represent the digital future, with Virginiahousing the world's highest concentration for the federal government. Despite accounting for over 4% of U.S. electricity usage, a quiz reveals that a quarter of Americans know nothing about these facilities. The U.K. holds the second-highest number of data centers globally. (14)

In “The Fourth Turning of the Wheel,” Vince Horn traces the Three Turnings of the Wheel of Dharma from early Buddhism to Tibetan Vajrayana, then argues we're living through new turnings right now—the modern, postmodern, and metamodern waves of Buddhist practice—and asks what it takes to hold them all.Get access to the full Modern Buddhisms training cohort by joining the Pragmatic Dharma Sangha.

Episode SummaryNeal sits down with Dr. Adam Link, founder of Fireweed Capital and a recovering engineer who spent a decade in tech — including six years at Coinbase through its IPO — before becoming a financial planner for founders and tech professionals. Adam makes the case that diversification is overrated, that concentration is how wealth actually gets built, and that the real skill is knowing where conviction ends and wipeout risk begins. They get into why you can't “test your finances in prod,” how AI quietly forgot a 37% tax bill, and why the era of the low-skilled generalist is ending. Plus the best tacos in Duluth, Minnesota — trailhead included.Key Topics* Why diversification is overrated for founders* Concentration as the real path to wealth* Keeping your portfolio uncorrelated with your business* The line between conviction and wipeout risk* You can't test your finances in prod* Where AI breaks down in wealth management* Angel investing vs. founder charity* Why specialists beat generalists in the AI eraLinks & Resources* Fireweed Capital* Rising Tide PartnersConnect on LinkedIn* Neal Bloom* Dr. Adam Link This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

Matt Zenz of Longview Research Partners joins Excess Returns to explain how evidence-based investing can help investors navigate AI excitement, market concentration, high valuations, IPO hype, factor investing and fixed income tax drag. We discuss why bubbles are hard to identify in real time, why diversification still matters, how valuation spreads shape expected returns, what AI capex does and does not tell us, and how investors can think about taxable bonds more efficiently.Longview Research Partnershttps://longviewresearchpartners.com/Main topics coveredWhy evidence-based investing matters during bubble-like marketsThe emotional reality of holding risk assets through painful periodsHow to think about market concentration without jumping straight to bubble callsWhy global diversification changes the mega-cap dominance storyWhat high market valuations mean for financial planning and expected returnsWhy wide valuation spreads may create a better setup for value stocksWhat factor research says about AI capex and corporate investmentHow Longview builds a diversified factor strategy around discount ratesWhy implementation, trading flexibility and scale matter in factor investingThe small cap premium debate, IPOs, fallen angels and survivorship biasWhy AI may increase data mining risk in quantitative investingHow fixed income tax drag can quietly reduce after-tax returnsTimestamps00:00 Why painful markets create future return premiums04:00 Market concentration, AI winners and the value of diversification09:40 How high valuations should influence financial planning13:12 Why wide valuation spreads matter for value investors14:01 What factor research says about AI capex16:20 How Longview's EBI strategy looks for higher discount rates18:58 Why Longview starts with the market and then tilts21:45 Comparing 1999, 2008 and today through expected returns24:33 Intangible assets, price-to-book and the limits of accounting adjustments28:32 SpaceX, IPOs and how indexes handle new mega-cap companies33:21 Why implementation and trading flexibility can affect returns36:17 Passive flows, price elasticity and market price discovery39:35 The small cap premium, IPOs and fallen angels42:21 Are today's small caps lower quality than history?46:01 Why AI may not uncover the next great factor premium48:04 Why fixed income may be the most inefficient part of taxable portfolios51:29 How LVIG tries to convert bond income into deferred capital appreciation52:50 The after-tax return opportunity from tax deferral54:58 Which investors may benefit most from tax-efficient fixed income56:26 Where to learn more about Matt Zenz and Longview

A talk by Thanissaro Bhikkhu entitled "Virtue Fosters Concentration"

Morningstar released its Q3 US stock market outlook, highlighting how sector leadership, valuations, and rate expectations may shift as earnings season begins. The Federal Reserve's policy path under Jerome Powell remains the key driver of financing costs and risk appetite. Concentration in the S&P 500 and the Nasdaq Composite contrasts with rate sensitive exposure in the Russell 2000. Earnings guidance will inform procurement scrutiny, pricing power, and hiring intentions across industries. Credit conditions from bank lending standards and private credit markets continue to shape growth financing terms. Founders are advised to plan for multiple interest rate scenarios, tighten vendor agreements, and communicate runway and unit economics to investors and boards.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

(Insight Meditation Society - Retreat Center)

Reflection and Practice What is your relationship to concentration from a meditative perspective? How do you cultivate it in daily meditation practice? What is the right amount and quality of effort? Are states of concentration the end goal, or are they a means to an end? What is the real purpose of concentration? This recording was edited and prepared for publication by volunteer Alan Smith.

(Insight Meditation Society - Retreat Center)

(Insight Meditation Society - Retreat Center)

This recording was edited and prepared for publication by volunteer LJ Yang.

Fitzhugh Brundage, author of A Fate Worse Than Hell, explains that following the Battle of Gettysburg, the breakdown of exchanges necessitated large-scale prisoner concentration. Andersonville was established in remote Georgia to alleviate the burden on Richmond's food supply and reduce guard requirements. Prisoners like N. Burch endured grueling train transports without hygiene or food to reach the stockade. Conversely, the Union created Point Lookout in Maryland as a retaliatory concentration camp, forcing thousands of Confederates to live in inadequate tents on a sand spit. (5)RICHMOND

(Insight Meditation Society - Retreat Center) The talk describes the five hindrances and how to meet them in concentration practice by 1. gently ignoring, 2. bring in antidotes, 3. meeting with RAIN approach

(Insight Meditation Society - Retreat Center) The talk describes the five hindrances and how to meet them in concentration practice by 1. gently ignoring, 2. bring in antidotes, 3. meeting with RAIN approach

(Insight Meditation Society - Retreat Center) The talk describes the five hindrances and how to meet them in concentration practice by 1. gently ignoring, 2. bring in antidotes, 3. meeting with RAIN approach

Daniel Santiago from State Street Global Advisors joins Michael A. Gayed, CFA to unpack sector ETF investing in 2026 — the original SPDR product line, now the largest and most liquid sector suite on the market. We get into the Magnificent Seven concentration problem in the S&P 500, how State Street's GICS-based classification actually works (including why SpaceX classifies as communication services), sector dispersion versus style/factor dispersion, and how to think about sector rotation given where we are in the economic cycle.For allocators, advisors, and anyone building portfolios who wants a cleaner framework for reading the tape sector by sector.Guest: Daniel Santiago, Sector ETF Specialist, State Street Global Advisors (SPDR)Host: Michael A. Gayed, CFA — Publisher, The Lead-Lag ReportWatch on YouTube: https://www.youtube.com/watch?v=alSfJtl1xCIMore: https://leadlagreport.com Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

AI portfolio construction in global equity markets (memory semiconductors, mega IPOs, and how to manage concentration risk) is the focus of this conversation with Mawer's global equity portfolio manager Paul Moroz. Drawing on Homer's Odyssey, he explains the discipline the team applies when navigating themes that are moving quickly: from trimming SK Hynix systematically as the position grew, to sizing up what a wave of large IPOs means for cost of capital, to the central trade-off between underexposure and overconcentration in the AI complex. He also puts numbers around the portfolio's AI positioning and explains how hyperscaler holdings act as a natural offset. The episode closes on humility as a process requirement, reflected in the portfolio's expansion to nearly 90 names with smaller, more incremental position sizing. Key Takeaways Memory semiconductors, including SK Hynix, illustrate the discipline required around fast-moving themes. The team has sold back nearly as much as it invested in SK Hynix while the position has grown to over 5% of the portfolio — a deliberate trimming driven by ongoing valuation modeling, not a change in the thesis. The risk is not the price-to-earnings multiple; it is the cyclicality of earnings, and the question of how long the current upcycle runs. Odysseus' response to the Sirens when he ties himself to the mast and has his crew row with beeswax in their ears is a useful analogy for process. Decisions made in advance of the moment of seduction, grounded in a systematic valuation framework, are more reliable than decisions made in the heat of a rapid move. Large IPOs entering markets signal a more capital-intensive economic period and raise real questions about where the capital comes from. Companies already in the S&P 500 benefit from a structural cost-of-capital advantage over those outside it, and the team watches for what needs to be sold as large new issuers absorb liquidity. A period of multiple compression, while uncomfortable for near-term statements, improves long-term reinvestment returns. The Scylla-versus-Charybdis choice (the monster on one side, the whirlpool on the other) maps directly onto the AI portfolio construction problem. The team's AI hardware exposure sits at approximately 22.7% of the portfolio; a 50% drawdown in that sleeve would represent roughly an 11-12% hit to the overall portfolio. An offsetting 15.5% is held in hyperscalers (Meta, Microsoft, Amazon) whose capital expenditure is the revenue of the hardware side, producing a natural hedge that brings net directional AI exposure to around 7-8%. The team's response to the Cyclops story (Odysseus boasting after his victory, which brought years of suffering from Poseidon) is portfolio humility expressed through construction. The global equity portfolio now holds just under 90 names, with positions sized smaller and traded in smaller increments to reduce the cost of being wrong and to manage in a high-volatility environment. Some holdings that look nothing like AI businesses have begun moving with AI sentiment. The team treats these correlation shifts as arbitrage opportunities: when something is priced as an AI stock but carries different underlying risk, there may be a better entry or exit available elsewhere in the complex. 0:00 - Introduction: Homer's Odyssey and the AI Trade 1:39 - The Sirens: Memory Stocks, SK Hynix, and Valuation Discipline 7:54 - Managing a Position That Has Grown Beyond Its Cost Base 10:30 - Mega IPOs, Cost of Capital, and Index Inclusion Advantage 15:49 - Scylla vs. Charybdis: Choosing Your Risk in AI 17:58 - AI Portfolio Construction: Numbers, Offsets, and Net Exposure 23:11 - Correlation Creep: When Non-AI Stocks Start Acting Like AI 24:42 - The Cyclops Story: Humility, Diversification, and Process 26:53 - Closing: Managing Money Across Generations 27:15 - Outro and Subscribe Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Paul Moroz, CFA, Global Equity Portfolio Manager This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.  Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ 

In this episode of Must Read Research, we explore what happens when “too much of a good thing” begins to reshape markets. From a more hawkish Fed outlook to rotation beneath the surface of equities, shifting AI demand dynamics, and an intensifying battle in prediction markets. We break down the trends investors need to watch next.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

(Benicia Insight Meditation) In the context of the basic instructions on developing first concentration (samadhi) and then mindfulness, we interweave guidance on emphasizing doing, or more active effort, and not-doing, including through opening more receptively, and some other short practices.

(Benicia Insight Meditation) In the context of the basic instructions on developing first concentration (samadhi) and then mindfulness, we interweave guidance on emphasizing doing, or more active effort, and not-doing, including through opening more receptively, and some other short practices.

The Hidden Investment Risks Pre-Retirees and Retirees Don’t See Coming: Kentucky Retirement Planning Insights Are you approaching retirement and concerned about protecting your life savings from market volatility? In this comprehensive episode of the Tom Dupree Show, Kentucky retirement planning advisors Tom Dupree and Mike Johnson explore the multidimensional nature of investment risk and why personalized investment management is essential for pre-retirees aged 50-65. Unlike mass-market approaches from large firms, Dupree Financial Group provides direct access to portfolio managers who understand your specific retirement goals and risk tolerance. This evergreen financial education episode delivers timeless wisdom on risk assessment, portfolio protection strategies, and why understanding what you own is critical before retirement. Whether you’re working with a local financial advisor in Kentucky or managing investments on your own, these insights will help you make more informed decisions about your retirement security. Key Takeaways: Investment Risk Management for Pre-Retirees Risk is multidimensional: Investment risk extends beyond simple volatility—it includes sequence of returns risk, concentration risk, and the risk of falling short of your retirement goals The Capital Asset Pricing Model misconception: More risk doesn’t automatically mean more return; it means a wider range of potential outcomes, both positive and negative The danger of false security: Long periods of strong returns can create complacency, causing investors to unknowingly take on excessive risk right before retirement Personalized portfolio analysis matters: Your investment strategy must align with your specific retirement timeline, income needs, and risk capacity—not just market averages Understanding beats panic: Clients who truly understand their portfolio holdings don’t panic during market downturns because they know their strategy is designed for their goals Active risk identification: Professional Kentucky retirement planning involves continuously identifying and monitoring specific risks to each holding, not just following the crowd Howard Marks on Investment Risk: Wisdom from a Market Legend The episode draws heavily from Howard Marks’ influential 2006 memo on risk, which Tom and Mike have studied extensively. Marks, co-founder of Oaktree Capital Management, challenges conventional thinking about risk and return relationships. “If more risk always meant more return, it would cease being risky. The risk would be riskless,” explains Mike Johnson, highlighting the fundamental misunderstanding many investors have about the risk-return relationship. The discussion emphasizes that bearing risk unknowingly represents one of the biggest mistakes pre-retirees can make. This is particularly relevant for those who have experienced strong market performance for years without understanding the volatility embedded in their portfolios. The Real-World Cost of Ignoring Investment Risk Tom Dupree shares a cautionary tale that every pre-retiree should hear: “There was a man that came to me years ago who had been at UK for a number of years. He had invested in Fidelity and TIAA-CREF, good funds, great returns. He had something like 1,000,006 and he had averaged 13 and a quarter percent return per year for like 23 years. He extrapolated that he could take 10% a year, which was $160,000, live on it and be okay because it was gonna keep doing that. The sequence of returns turned around and bit him good.” This example perfectly illustrates sequence of returns risk—a critical concept for anyone approaching retirement. Even with excellent average returns, the timing of market downturns relative to when you need to withdraw funds can devastate a retirement plan. This is why personalized investment management from a local financial advisor who understands your specific timeline is so valuable. Why Volatility Isn’t the Only Risk Pre-Retirees Face The episode challenges the traditional definition of investment risk as merely volatility. For pre-retirees and retirees specifically, Mike Johnson explains: “The base case that we’re trying to solve here? We’re speaking specifically to near retirees and retirees. Volatility is gonna be your friend or your foe the day you need to take your money out. That’s gonna be your definition of risk—what has the volatility done to my money the day I need it.” Additional Risk Dimensions for Kentucky Retirement Planning Falling short of goals: The risk that your portfolio won’t produce sufficient income for your desired retirement lifestyle Concentration risk: Over-exposure to single stocks or sectors, especially common with company stock or recent tech winners Unconventionality risk: The professional risk advisors take when thinking independently rather than following the crowd—but this can benefit clients long-term Underperformance risk: Short-term underperformance relative to indices, which requires conviction in your strategy and understanding your goals Hidden risk exposure: Unknown risks embedded in portfolios, particularly index funds that provide no true diversification strategy The False Sense of Security: Why Long Bull Markets Are Dangerous One of the most powerful concepts discussed is how prolonged positive market performance can numb investors to risk—exactly when they should be most vigilant. Mike Johnson references Nassim Taleb’s “Fooled by Randomness” to illustrate this danger: “Reality’s far more vicious than Russian roulette. First, it delivers the fatal bullet rather infrequently, like a revolver that would have hundreds or even thousands of rounds instead of six. After a few dozen tries, one forgets about the existence of a bullet under a numbing false sense of security. One is thus capable of unwittingly playing Russian roulette and calling it by something alternative: low risk.” This perfectly describes the situation many pre-retirees face today after years of strong market performance. The analogy to driving at 90 mph—where you stop feeling the speed—resonates powerfully. You’re taking significant risk, but you’ve become accustomed to it and no longer perceive the danger. Direct Access to Portfolio Managers: The Dupree Financial Difference Unlike large firms where you’re assigned an investment counselor who may change frequently, Dupree Financial Group provides direct access to portfolio managers Tom Dupree and Mike Johnson. This relationship-focused approach enables: Deep understanding of your specific retirement timeline and goals Customized portfolio construction based on your unique risk capacity Ongoing education about what you own and why you own it Proactive risk identification specific to your holdings The ability to think unconventionally when it serves your interests “When our clients understand what’s in their portfolio and why, they don’t call us panicking when the market drops,” Tom Dupree emphasizes, highlighting the value of education and transparency in financial relationships. Why Index Funds Aren’t a Complete Investment Strategy The episode delivers a sobering message about the limitations of index fund investing for retirees: “If you don’t like risk and you think that you’re not taking any risk by investing in the S&P 500, sweetie pie, you need to get in the money market fund and just hope you got enough money to ride through it because you are taking risk that you don’t know about. And that is a problem because you’re gonna find it out in a very uncomfortable way at some point.” This doesn’t mean index funds have no place in portfolios, but rather that they shouldn’t be confused with a comprehensive retirement income strategy. Personalized portfolio analysis considers: Your specific income needs in retirement Time horizon until you need to access funds Concentration risk in popular stocks or sectors The difference between the accumulation and distribution phases Tax efficiency of different investment approaches Building a Foundation: From Stocks to Portfolio For younger investors just starting out, Mike Johnson offers this perspective: “If somebody’s in their late twenties, early thirties and they have a few stocks here and there, that’s great. You’re ahead of the curve from a lot of people, but that is not a portfolio. What you want to do is lay a foundation that’s more sturdy, more solid than just having a few stocks here and there.” This guidance is equally relevant for pre-retirees who may have accumulated individual positions over time without a cohesive strategy. Kentucky retirement planning requires transitioning from an accumulation mindset to a distribution strategy—and that requires professional portfolio architecture. The Retirement Risk Equation: It’s About Income, Not Just Account Balance One of the most important insights for pre-retirees: “Remember, it’s not just the accumulation, it’s not the dollar amount, it’s what it’s gonna produce for you and how long can it produce that to sustain you. Retirement has the normal set of rules plus other variables that you have to take into consideration.” This shift in perspective—from portfolio value to sustainable income—is where personalized investment management becomes critical. Every individual’s situation differs slightly, and those differences matter enormously in retirement planning. Faith, Risk, and Investment Philosophy Tom Dupree introduces an often-overlooked dimension of investment risk: the role of faith. Not just faith in markets or historical returns, but a deeper consideration of existential risk and what you ultimately trust. “Underpinning any investment scheme is faith. At the base of everything related to risk is faith. You cannot get away from it. One of the things about the God factor is that it takes certain elements of risk that you’re willing to take on for yourself and transfers them to a higher power.” While this dimension is personal and not emphasized in typical financial planning, it reflects Dupree Financial Group’s holistic approach to understanding clients as people—not just portfolios. Frequently Asked Questions About Investment Risk and Retirement Planning What is the biggest investment risk for pre-retirees? The biggest risk for pre-retirees is sequence-of-returns risk—experiencing market downturns just as you begin withdrawing from your portfolio. Even with strong average returns over time, poor returns in the years immediately before and after retirement can devastate your retirement security. This is why personalized retirement planning in Kentucky focuses on more than just average returns. How is investment risk different for retirees versus younger investors? For retirees, risk is primarily defined by volatility’s impact on withdrawals. When you need to take money out during a market downturn, you crystallize losses and reduce your portfolio’s recovery potential. Younger investors have time to recover from volatility. As Tom Dupree explains, “Volatility is gonna be your friend or your foe the day you need to take your money out.” Are index funds safe for retirement portfolios? Index funds are not inherently “safe” for retirement—they carry significant volatility and concentration risks (especially in large-cap tech stocks right now). While they can be part of a retirement strategy, they should not be confused with a comprehensive income plan. Local financial advisors can help design strategies that balance growth needs with income stability. How much can I safely withdraw from my retirement portfolio annually? There’s no universal answer—withdrawal rates depend on your portfolio composition, risk tolerance, retirement timeline, and income needs. The gentleman in Tom’s example assumed 10% annual withdrawals based on historical 13.25% returns, which proved disastrous. Personalized portfolio analysis determines sustainable withdrawal rates specific to your situation. Why should I work with a local Kentucky financial advisor instead of a large national firm? Local advisors like Dupree Financial Group provide direct access to portfolio managers who personally manage your investments, rather than being assigned to a counselor who may change. You receive personalized service, education about your holdings, and strategies tailored to your specific goals—not mass-market approaches. Tom emphasizes: “When our clients understand what’s in their portfolio and why, they don’t call us panicking when the market drops.” What does it mean to “know what you own” in my portfolio? Knowing what you own means understanding not just the names of your holdings, but the specific risks each position carries, how they work together, and why each was selected for your situation. It means knowing what could go wrong with each investment and having conviction in your overall strategy during market volatility. How often should I review my retirement portfolio risk? Pre-retirees should review portfolio risk at least annually, and more frequently as retirement approaches. Risk tolerance, time horizon, and income needs change as you near retirement. Kentucky retirement planning professionals continuously monitor holdings for emerging risks and rebalance as needed. What is concentration risk, and why does it matter? Concentration risk occurs when your portfolio has too much exposure to a single stock, sector, or asset class. Many investors have unknowingly accumulated concentration in large technology stocks through both index funds and individual holdings. If that sector declines, your entire portfolio suffers disproportionately. Diversification addresses concentration risk. How do I know if I’m taking too much risk before retirement? Signs you may have excessive risk include: heavy concentration in stocks after years of strong returns, high portfolio volatility relative to your withdrawal timeline, lack of income-producing assets, or simply not understanding what you own. A complimentary portfolio review with Dupree Financial Group can identify hidden risks: call 859-233-0400. What makes Dupree Financial Group’s investment philosophy different? Dupree Financial Group focuses on building long-term relationships with people—not just managing money. The team conducts their own research, provides comprehensive education, thinks independently rather than following the crowd, and designs portfolios around your specific goals. Learn more about their investment philosophy. Schedule Your Complimentary Portfolio Risk Analysis Don’t Wait for a Market Downturn to Discover Hidden Risks in Your Portfolio If you’re retired or approaching retirement, understanding the specific risks in your portfolio is critical. After 47 years in the investment business, Tom Dupree has seen countless retirees discover they were taking far more risk than they realized—often at the worst possible time. Dupree Financial Group offers Central Kentucky residents a complimentary portfolio review to help you: Identify hidden concentration risks in your current holdings Understand the sequence-of-returns risk as you approach retirement Evaluate whether your portfolio aligns with your retirement income needs Learn what you actually own and why it matters Develop a personalized strategy for your retirement timeline Call 859-233-0400 to schedule your complimentary consultation Or visit us online: Schedule Your Personalized Portfolio Analysis Learn About Our Investment Philosophy Listen to More Market Commentary Read Client Testimonials Explore Kentucky Retirement Planning Services Dupree Financial Group serves clients throughout Central Kentucky, including Lexington, Louisville, Frankfort, Winchester, Richmond, and surrounding communities. About the Tom Dupree Show The Tom Dupree Show provides timeless financial education for investors approaching and in retirement. Hosted by Tom Dupree, Jr., founder of Dupree Financial Group, and portfolio manager Mike Johnson, each episode delivers practical insights on investment management, retirement planning, and portfolio risk assessment. Unlike generic financial advice, the show focuses on the specific challenges facing Kentucky retirees and pre-retirees. Tom Dupree founded Dupree Financial Group on the principle that creating long-term relationships with people—not just their money—is the key to successful wealth management. With direct access to portfolio managers and personalized investment strategies, Dupree Financial Group delivers the attentive service of a local advisor with the knowledge of a seasoned investment team. Episode Type: Evergreen Financial Education Primary Topics: Investment Risk, Retirement Planning, Portfolio Management, Sequence of Returns Risk Featured Guests: Mike Johnson, a member of the team at Dupree Financial Group Listen to More Episodes: Market Commentary Archive Share This Episode Help others understand investment risk by sharing this episode: www.dupreefinancial.com/podcast The post The Hidden Investment Risks You Don’t See Coming: Kentucky Retirement Planning Insights appeared first on Dupree Financial.

On this episode, Brian continues our study of the Four Noble Truths as presented by Ajahn Sumedho beginning continuing the final section on the Fourth Noble Truth, Right Speech, Right Action, Right Livelihood, Right Effort, Right Mindfulness, & Right Concentration. The Four Noble Truths offer us a profound means to understand the nature of our own experience. Details can be found on the Classes page of the website along with a link to Ajahn Sumedho's (free) book. We will be working through this material over the next several weeks.   Should you have any questions, or wish to join us via Zoom, please Contact us via our website.    If you are subscribed to our Podcast on Podbean, iTunes, or Spotify you will receive notifications when new episodes are posted.  

Preview for Later Today: Gene Marks. Marks discusses lagging business confidence in Philadelphia compared to the rest of the country. He cites decreased government funding for the city's high concentration of nonprofits and healthcare providers, plus a deflated construction market.JEFFFERSON AND FRANKLIN

Liz Ann Sonders with Charles Schwab explains what she calls a "rotating concentration" in tech, pointing out that investors are pouring out of the Mag 7 and into other rising tech giants like Micron (MU). On the "great chip dip" in AI semiconductor names like Nvidia (NVDA), Liz Ann talks about the various factors she sees eating into price action of it and related stocks. ======== 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

Here are two tips for training your mind to concentrate on tasks better.This is how I did it with my latest book, that took a lot from me to do. I did these two things.I hope it helpsEnzo

Twist & Balance Flow — Complete Practice (73 min, 28 min preview)A steady complete practice built around twisting, balance, and the quiet work of finding focus when your energy isn't at its highest. This class layers standing stability and rotational movement into a well-rounded flow that feels physically engaging while remaining emotionally light and approachable.Although the room arrived a little tired, there's an easy sense of humor woven throughout the practice that keeps the work from ever feeling heavy. The result is a class that asks for concentration without seriousness, using twists and balance challenges to gradually sharpen attention and settle the mind.Rather than chasing intensity, this practice reminds us that calm isn't something we wait for—it's something we build.New class every Tuesday. 350+ full classes in the Unlimited Archive at JustGreatYoga.com

This episode is brought to you by The 10 Second Inbox—a small, tactical system for taming email without chasing inbox zero. One ten-second decision per message, one calm inbox you can glance at and close. It's launch priced at $29 (reg. $49) through July 26th. Get it at mikevardy.com/10secondinbox (code INBOXTODAY auto-applies).Most of the conversation around focus starts in the wrong place. We talk about distraction as if it's the problem — the notifications, the open tabs, the interruptions — when distraction is really just a symptom. The actual problem is that most people don't know where they are in their own attention at any given moment. They're applying effort at the wrong level and wondering why it doesn't stick.That's what this episode is about. I've developed what I call the Spheres of Attention — a framework I first introduced in The Productivity Diet and have continued to refine through my work with the TimeCrafting Trust community. It's not a hack or a to-do list. It's a map that shows you the terrain of your own focus, from the outermost edge all the way to the bullseye. And once you understand how to read that map, everything changes — not because you work harder, but because you stop applying the wrong kind of effort at the wrong time.A quick note: This episode was recorded live on my YouTube channel, so you'll hear me respond to a few folks in the chat as we go. The thread holds up just fine as a listen, but if you ever want to join these live, that's where to find me.Six Discussion PointsDistraction is a symptom, not the root problem — the real issue is not knowing which sphere of attention you're currently in, which causes you to apply effort at the wrong levelThe four spheres — Noticing, Awareness, Focus, and Concentration — form a progression from passive signal-picking to full immersion, and each one has its own value and its own costScrolling is Noticing with the illusion of productivity attached to it: scanning without progressing creates a felt sense of engagement that isn't really thereAwareness is where procrastination builds its nest — you've recognized that something matters, but you haven't committed, so you hover in the filtering phase indefinitelyFocus is the first sphere that requires a conscious decision and carries real accountability: you can't say you're "on it" and stay in awareness — at some point, you have to moveConcentration is the most fragile sphere and the one most worth protecting — it takes significant time to reach and almost nothing to break, which is why your environment has to do a lot of the work before you even beginThree Connection PointsThe TimeCrafting Framework — The Spheres of Attention map directly onto TimeCrafting's structure of days, themes, and tasks. Understanding which sphere you're in helps you match the right work to the right time. Read more about TimeCraftingThe Lantern — If this episode resonated with you and you want to go deeper on ideas like this between episodes, my newsletter is where that thinking lives. Sign up for The Lantern at mikevardy.comIndistractable by Nir Eyal — Referenced in this episode as a foundational text on attention and distraction. Eyal's framing that attention is more commandable than time is a useful companion to the Spheres model. Get the book hereThe skill isn't getting to Concentration. The skill is knowing how to move through the spheres deliberately — and recognizing quickly when you've slipped back out. Because you will slip back out. Everyone does. The question is how fast you notice it happening, and what you do next. I hope this episode gives you a useful map for that. And if you want to keep exploring this territory, stick around — there's a lot more where this came from.If this episode resonated, I'm exploring ideas like these more deeply in my upcoming book, Productiveness. You can follow along as it takes shape at mikevardy.com/productiveness.

Charles Schwab's Nathan Peterson turns to the S&P 500 (SPX) price action and explains why he's "cautious" as concentrated positioning ramps up in the index. He tells investors to brace for Micron's (MU) earnings as the stock seeks to jump a high bar. Kasey McCurdy offers a closer look into the market dynamics and the "sensitive" environment that he sees accelerating upside and downside moves. ======== 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

Most Americans think they live in a free market.But if that's true, why do we keep ending up with fewer airlines, fewer hospitals, fewer pharmacies, fewer banks, fewer food processors, and fewer choices?In this episode of Common Sense with Chad Law, we take a hard look at the forgotten conservative history of antitrust, trustbusting, and competition. From Theodore Roosevelt and Standard Oil to Reagan and AT&T, we explore why conservatives once saw concentrated corporate power as a threat—and why that conversation disappeared.We'll break down how government intervention, regulation, consolidation, lobbying, and market concentration created an economy where giant corporations increasingly dominate healthcare, technology, food, airlines, banking, and communications.This isn't an argument against capitalism.It's an argument for competition.Because capitalism isn't giant corporations.Capitalism is the freedom to take your business somewhere else.Topics include:• Standard Oil• AT&T and the Reagan breakup• Google's dominance• Healthcare consolidation• PBMs and prescription drug costs• Food industry concentration• Defense contractor consolidation• Government regulation and barriers to entry• Competition vs competitors• Why your paycheck doesn't go as far as it used toIf you enjoy thoughtful conversations about economics, politics, public policy, and common sense solutions, subscribe and share the show.00:00 The Illusion of Monopolies00:27 The Burden of Regulation06:20 The Myth of Free Markets11:48 The Conservative Legacy of Antitrust20:00 Lessons from History: Standard Oil and AT&T26:45 The Pressure of Competition in a Free Market28:27 The Role of Conservatives in Trustbusting28:52 Government Intervention and Market Consequences31:01 The Cycle of Government Fixes and Market Distortion32:53 The Impact of Regulations on Small Businesses36:17 The Creation of Monopolies through Government Meddling38:07 The Loop of Market Concentration and Political Influence41:12 The Healthcare Market and Its Concentration46:05 The Modern Monopoly: Google and Its Influence51:42 Concentration in the Food Industry57:38 The Squeeze on Farmers and Consumers59:34 The Velvet Rope of the Food Market01:00:11 The Role of Middlemen in Healthcare01:01:33 The Airline Industry's Struggles01:03:25 Concentration of Power Across Industries01:04:10 The Confusion of Antitrust Principles01:07:46 The Shift from Building to Bargaining01:11:12 The Path to Restoring Competition01:12:19 Lessons from History: The Breakup of Ma Bell01:14:09 The Call to Action for Competition

An Oligarchy of Landlords and Forced Enslavement. Guest: Patrick Scanlan. The conversation highlights the staggering concentration of land ownership in the Victorian era, where a mere 4,000 people owned 80% of Ireland. Batchelor characterizes this as a form of "forced enslavement," noting that the Irish people never voted for this arrangement; it was imposed through historical conquest. Scanlan explains that while the UK's electorate was growing, it remained an oligarchy dominated by aristocrats and rising industrialists. The Irish landscape, though appearing ancient and low-tech, was systematically disadvantaged by its political structure. This segment emphasizes that the political and legal frameworks of the British Empire were responsible for the vulnerability of the tenant farmers. The systemic extraction of rent by absentee landlords ensured the peasantry had no financial buffer when crop failures struck. This historical "backstory" explains why the famine was so catastrophic for the millions who were eventually driven to emigrate. 41847

LIL #004: How the Ultra-Wealthy Actually Invest Their MoneyThe stock market isn't their strategy. It's their holding tank. Here's what the data reveals.Episode SummaryIn this episode of The Lifestyle Investor Podcast, host Justin Donald breaks down how the wealthiest families in the world actually allocate their portfolios, using data from Goldman Sachs, JP Morgan, and UBS. You'll learn why the ultra-wealthy borrow against stocks instead of selling them, where real wealth is created in inefficient markets, and why the "safe" 60/40 portfolio had one of its worst years in a century.Question of the DayWhat percentage of your portfolio is currently in the stock market vs. alternative investments? Drop a number below - no judgment, just curious where everyone's starting from.Key TakeawaysThe wealthiest families hold over half their net worth in alternatives, not public equitiesBorrowing at 4-5% to invest at 12-15% is how the ultra-wealthy compound without sellingEfficient markets offer no edge for retail investors - inefficient markets are where wealth is createdOne group of Austin centi-millionaires collectively holds just 5% in stocksConcentrate to make money, diversify to keep it - not the other way aroundTimestamped Outline00:00 - Introduction - the shift from public to private markets00:28 - Why wealthy families keep money in stocks (not the reason you think)00:52 - The arbitrage game - borrowing at 4-5% to invest at 12-15%01:38 - Stacking returns - stocks, whole life policies, and compounding leverage01:57 - The stock market as a holding tank, not a strategy02:15 - Efficient markets vs. inefficient markets03:02 - Where the real opportunity lives - private businesses and real estate04:01 - What the ultra-wealthy actually invest in (family office data)05:42 - The Austin centi-millionaire group that holds just 5% in stocks06:46 - Why the 60/40 portfolio era is over07:26 - Concentration to make money, diversification to keep it09:00 - The shift from public to private - and what's coming nextLinks & ResourcesFlash Boys by Michael Lewis (recommended read on retail investor disadvantage)The Lifestyle Investor Lens (weekly newsletter) - https://lifestyleinvestor.com/newsletterConnect & CTAEnjoyed this? Subscribe and leave a review on Apple Podcasts.Every week, The Lifestyle Investor Lens breaks down what's changing in the world of wealth, what the wealthy are doing differently, and how to build passive income that funds your life today: https://lifestyleinvestor.com/newsletterCreditsHost: Justin Donald © 2026 Lifestyle Investor. All rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mesrob Vartavarian has written a wonderful book. Privileged Minorities: A History of Wealth Concentration on South Africa (Ohio UP, 2026) argues that the rise of privileged minorities – small, exclusive groups that dominate political and economic life – parallels the development of successful anticolonial movements. Vartavarian traces how distinct sociocultural groups in South Africa navigated and negotiated these advantages from the Dutch colonial era through the rise and decline of the ruling African National Congress (ANC). He then demonstrates why ANC elites have not dismantled minority privilege, and how challenges from marginalised groups have served to reshape entrenched advantages by incorporating new actors into existing structures. These dynamics have produced composite systems of accumulation that have deepened socio-economic inequality. Privileged Minorities offers a compelling framework for understanding how structural advantage persists and evolves, even in the wake of promised liberation from political and economic elites. Mesrob Vartavarian recommends two books for further learning at the end of our interview. They are: Anthony Butler (2025). Presidential Power, Jacana Media; and Jeffrey A. Winters (2012). Oligarchy, Cambridge University Press. 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

Mesrob Vartavarian has written a wonderful book. Privileged Minorities: A History of Wealth Concentration on South Africa (Ohio UP, 2026) argues that the rise of privileged minorities – small, exclusive groups that dominate political and economic life – parallels the development of successful anticolonial movements. Vartavarian traces how distinct sociocultural groups in South Africa navigated and negotiated these advantages from the Dutch colonial era through the rise and decline of the ruling African National Congress (ANC). He then demonstrates why ANC elites have not dismantled minority privilege, and how challenges from marginalised groups have served to reshape entrenched advantages by incorporating new actors into existing structures. These dynamics have produced composite systems of accumulation that have deepened socio-economic inequality. Privileged Minorities offers a compelling framework for understanding how structural advantage persists and evolves, even in the wake of promised liberation from political and economic elites. Mesrob Vartavarian recommends two books for further learning at the end of our interview. They are: Anthony Butler (2025). Presidential Power, Jacana Media; and Jeffrey A. Winters (2012). Oligarchy, Cambridge University Press. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

A talk by Thanissaro Bhikkhu entitled "The Gift of Concentration"

With the SpaceX IPO and a paper mark-up of value in Elon Musk's net worth to $1 trillion, many have bemoaned the “concentration of power” that this kind of wealth represents. In today's episode, David suggests that some may not seem to understand what “concentration of power” really means, and that if people want to see a “concentration of power,” they should see what their desired plans to stop it do. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.