Podcasts about Concentration

In another special solo episode, Peter Walker dives deep into Carta's Q2 Fund Performance Report to unpack the data on what's really happening inside venture capital today.Peter walks through the critical benchmarks every GP and LP needs to know, from median and top-decile Net IRR, TVPI, and DPI across different vintages and fund sizes. He explains why the 2021 vintage is struggling, why small funds have higher performance dispersion, and how liquidity pressure is (or isn't) impacting GP behavior.He also introduces the single biggest theme defining venture in 2025: Concentration. Peter breaks down how this theme is affecting AI funding, geography, lead investor ownership, and even bridge rounds. Plus, he answers pre-submitted questions on follow-on strategy, liquidation preferences, and how to stand out to LPs in a crowded market.Q2 2025 VC Fund Performance Report:https://carta.com/data/vc-fund-performance-q2-2025/Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/02:03 – Chart 1: The VC fund universe (Fund sizes) 02:47 – Chart 2: Dry powder by fund size03:12 – Chart 3: Dry powder by vintage year04:14 – Chart 4: The hollowing middle of venture05:08 – Chart 5: LP count by fund size06:09 – Why are there fewer LPs in recent vintages?07:07 – Chart 6: The rise of the anchor LP07:51 – Digging into fund performance08:11 – What LPs really want to see (Net performance)09:03 – Chart 7: Net IRR by vintage year10:21 – Chart 8: IRR J-Curve (Why 2021 is struggling)11:59 – Chart 9 & 10: Top Quartile & Top Decile IRR13:05 – Chart 11: Do smaller funds outperform larger funds?14:55 – Chart 12: TVPI benchmarks (Median vs. Top Decile)15:34 – Chart 13-15: TVPI over time (Median, Top Quartile, Top Decile)16:50 – Why 3x net is a Top 10% goal, not Top Quartile17:15 – Chart 17: DPI (Money back to investors)18:26 – Chart 18: The psychology of liquidity (DPI > $1)20:01 – The broad venture context: Fundraising improves20:48 – Chart 20: The persistence of bridge rounds21:48 – Chart 21: Down rounds are decreasing23:04 – Are fund marks based on SAFEs? (No)23:55 – Chart 22: Time between rounds24:49 – Chart 23 & 24: Seed-to-A & A-to-B graduation rates27:39 – The 2025 Theme: Concentration28:05 – Concentration 1: The AI Boom29:31 – Concentration 2: More cash, fewer startups31:33 – Concentration 3: Lead investors are taking more32:52 – Concentration 4: "Preemptive" bridge rounds34:47 – Concentration 5: Geography (The Bay Area)37:46 – Start: Pre-submitted Q&A38:57 – Q1: Do mega-funds add value at seed?40:42 – Q2: How much should small funds reserve for follow-ons?42:47 – Q3: How common is investor-friendly structure? (Liquidation prefs)44:32 – On signaling risk45:35 – On LP pushback on fees & carry46:50 – On the state of exits (M&A vs. IPO)49:01 – On extended fund lifetimes (10 vs. 15 years)50:08 – On "no fee, carry only" funds53:10 – Key takeaways for fundraising GPs: Distinctiveness is keyThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, 

Et si vous n'aviez plus à choisir entre le temps et l'argent ?Dans cet épisode, je démonte le mythe « tu ne peux pas tout avoir » et je vous montre comment retrouver l'harmonie temps–énergie–argent : arrêter d'échanger vos heures contre des euros, travailler moins mais mieux, poser les bons leviers (systèmes, automatisation, délégation) et dissocier progressivement vos revenus de votre temps. On parle aussi culpabilité, peur du manque et d'une intelligence financière plus simple et plus sereine.Ce que vous allez apprendre :Pourquoi « travailler plus = gagner plus » est un mauvais calcul à long terme.Comment passer d'“occupé” à vraiment productif (priorités, focus, effet de levier).Les fondamentaux des revenus passifs (réels, pas les promesses magiques).Gérer le rapport émotionnel à l'argent (peur du manque, autosabotage, culpabilité).Construire un écosystème qui protège votre liberté tout en augmentant vos revenus.Rejoignez Money Flow : https://link.jyangting.com/B17rsOLa vidéo sur comment je me suis lancé dans l'entrepreneuriat : https://www.youtube.com/watch?v=HyPPqVvwsA8&list=PL6-5UQ6A7GgfaKxuh91VIAcf3wR1sRkQF

In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running complex hedge fund strategies to adopting a simplified, evidence-based investment approach. We discuss how investors should think about expected returns, portfolio construction, dynamic asset allocation, valuation signals, buybacks, managed futures, and the dangers of extrapolating past returns into the future.Topics covered:• Victor's journey from LTCM to simple, systematic investing• Why position sizing is as important as what you own• How to think about expected returns and valuation frameworks like CAPE and P-CAPE• The role of risk, risk premia, and personal utility in portfolio decisions• Why 60/40 and the permanent portfolio ignore expected returns• Buybacks, market elasticity, and capital flows• Indexing misconceptions and asset allocation discipline• The ETF structure and tax efficiency in asset allocation strategies• Concentration in large tech stocks and long-term equity returns• The importance of dynamic asset allocation vs static allocation• Key lessons for individual investors and avoiding “too good to be true” opportunities Timestamps:00:00 Intro and Victor's investing journey03:00 Lessons from LTCM and shift to simplicity09:00 Position sizing vs asset selection13:00 Risk as a cost and thinking in expected returns18:00 CAPE and the P-CAPE framework26:00 How to use expected return estimates34:00 The impact of buybacks on equity markets39:00 Indexing vs poor asset allocation habits43:00 Portfolio construction and global diversification46:00 Why the permanent portfolio falls short47:00 Managed futures and factors beyond stocks and bonds50:00 Inside Elm's dynamic allocation ETF55:00 Market concentration and equity issuance risks01:01:00 The case for dynamic allocation01:02:50 Victor's one investing lesson

This episode explores the Buddhist concept of bhavaṅga, or the “life continuum” — the stream of consciousness that connects one moment to the next, and even one life to another. It explains how our unique personalities at birth may arise from past lives, carried through this subtle flow of awareness.We also look at how consciousness operates between wakefulness and deep sleep, and how every perception — seeing, hearing, thinking — unfolds through a rapid series of thought moments. Using the vivid “falling mango” analogy, we uncover how these moments shape our experiences and generate karma. Tune in to understand how the mind's hidden processes influence who we are and the path our lives take.YouTube Video LinkYouTube Channel Link Website:www.satipatthana.caDonations and Memberships

Dans ce webinar, Johann Yang-Ting (fondateur de Flowtasking™) montre comment prioriser quand tout semble urgent et important et où concentrer vos efforts pour un ROI maximal — sans épuiser vos équipes ni vous-même.Vous verrez pourquoi les méthodes classiques (matrice urgent/important, time-blocking rigide…) échouent en contexte instable, et comment les profils Flowtasking™ (Flow Styles & Taskers) rendent la priorisation opérationnelle, humaine et durable.Ce que vous allez apprendre• Identifier les vrais leviers de performance quand tout paraît urgent.• Définir des priorités stratégiques dans l'incertitude (impact x énergie).• Protéger votre temps et votre attention (dire non avec assertivité).• Maintenir la fluidité dans le chaos (gouvernance, rituels, décisions).• Utiliser les profils Taskers pour une priorisation qui colle au réel.• Les 7 leviers de performance fluide pour 2026 (pilotage, organisation, énergie, ROI humain, leadership lucide, adaptabilité, lucidité attentionnelle).

Depuis quelques semaines, ma routine matinale ne ressemble plus à rien. Alors pour remédier à ce problème, j'ai décidé de tester deux routines : une presque militaire et l'autre beaucoup plus tranquille.Dans cet épisode, je te parle de ces deux expériences et de ce que j'en ai retiré. Mais surtout, je te présente la routine que j'espère tenir les prochains mois et les clés pour toi aussi construire une routine matinale à ton image !Si tu as aimé cet épisode, tu peux t'abonner pour ne pas louper les prochains et laisser 5 étoiles pour me soutenir ⭐Si tu veux m'écrire à propos du podcast : robin.tyonnel@gmail.com

It's the Ranch It Up Radio Show Herd It Here Weekly Report!  A 3-minute look at cattle markets, reports, news info, or anything that has to do with those of us who live at the end of dirt roads.  Join Jeff 'Tigger' Erhardt, the Boss Lady Rebecca Wanner aka 'BEC' by subscribing on your favorite podcasting app or on the Ranch It Up Radio Show YouTube Channel. Agriculture Secretary Brooke Beef Packer Concentration Is The Problem Agriculture Secretary Brooke Rollins said in a television interview that concentration in the beef packing industry needs to be addressed, called Brazilian ownership a “major issue” in the sector and suggested smaller processors produce “healthier” food. In a Fox News appearance, she discussed issues of ground beef prices, imports and U.S. herd size. “Is there something that needs to be done about the processors?” host Will Cain asked in a followup question. “One hundred percent, yes, when you have four major processors, two owned by the Brazilians,” Rollins replied, holding up two fingers in a V, “so half of that is not even American owned. You have a major issue when they are processing 85% of the beef in America. We have to decentralize, deregulate, invest in and incentivize smaller processors.  REFERENCES: https://meatingplace.com/rollins-says-beef-packer-concentration-is-100-a-problem/ USDA'S Cattle Plan The U.S. The Department of Agriculture revealed a plan on Oct. 22, 2025, to “fortify” the American beef industry, strengthen ranches, rebuild capacity and lower costs for consumers.  It includes a USDA-DOA Grazing Action Plan, Consumer Transparency, and to Build Demand Alongside Domestic Supply.  For the complete breakdown of the action plan, click HERE. REFERENCE: https://www.thefencepost.com/news/usda-cattle-plan-ag-agency-unveils-plan-to-reinvigorate-cattle-industry/ Upcoming Bull & Heifer Sales On RanchChannel.Com Lot's of bull and heifer sales coming up on the RanchChannel.Com sale calendar.  Check out the full line up HERE. SPONSORS Jorgensen Land & Cattle https://jorgensenfarms.com/ @JorLandCat Ranch Channel https://ranchchannel.com/ @RanchChannel Questions & Concerns From The Field? Call or Text your questions, or comments to 707-RANCH20 or 707-726-2420 Or email RanchItUpShow@gmail.com FOLLOW Facebook/Instagram: @RanchItUpShow SUBSCRIBE to the Ranch It Up YouTube Channel: @ranchitup Website: RanchItUpShow.com https://ranchitupshow.com/ The Ranch It Up Podcast is available on ALL podcasting apps. https://ranchitup.podbean.com/ Rural America is center-stage on this outfit. AND how is that? Because of Tigger & BEC... Live This Western Lifestyle. Tigger & BEC represent the Working Ranch world by providing the cowboys, cowgirls, beef cattle producers & successful farmers the knowledge and education needed to bring high-quality beef & meat to your table for dinner. Learn more about Jeff 'Tigger' Erhardt & Rebecca Wanner aka BEC here: TiggerandBEC.com https://tiggerandbec.com/

Découvrez comment retrouver la sécurité intérieure, la stabilité financière et la liberté de vivre selon votre rythme.Rejoignez Money Flow : https://link.jyangting.com/B17rsOCe que vous allez apprendre dans ce replay :✅ Comment arrêter de vivre entre la peur du manque et la peur du burnout✅ Comment reprendre le contrôle de votre temps sans perdre d'argent✅ Comment identifier vos vrais leviers rentables (sans vous épuiser)✅ Pourquoi vos efforts ne paient pas — et comment les recalibrer✅ Comment trouver la paix financière sans tomber dans la rigidité✅ Les secrets d'un système fluide, équilibré et aligné à votre flow

Known for exquisitely powerful scent profiles that explore the deepest resins and ambers, the most vibrant florals, and the most complex musks, the Omani fragrance brand Amouage has become a regular mention in the perfume social orbit. We have the brand's creative director Renaud Salmon as a guest on this episode, going long on all things Amouage — how they blend raw materials for different expressions, the story behind the conceptual mono-names of the perfumes, and how all facets of the brand come together. [What we smell like today: d'Annam White Rice, Serviette Ruche] Find our

How can we use pleasure in our meditation practice? Buddhism offers specific techniques for meditating on pleasure as a way to deepen our qualities of concentration, fearlessness, loving-kindness, and even our understanding of the ultimate nature of reality.Episode 85: Guided Meditation on PleasureSupport the show

 This talk describes to how past karma patterns present experience—and how mindful attention stops old patterns from creating new ones.  We explore the meaning of rootless consciousness (ahituka) in Buddhist teaching — the states of mind that arise without the “roots” of greed, hatred, or delusion, but also without the wholesome roots of generosity or wisdom. These moments of awareness don't create new karma; instead, they're the results of our past actions unfolding in the present. These moments are the ripened results of past actions—brief flashes of awareness that don't create new karma. Think of them as memories of past deeds showing up in the present, coloring how things feel and happen.We'll sketch the simple map: there are 18 rootless states in three groups—unwholesome resultants, wholesome resultants, and a small set of functional states that simply do their job and leave no trace. You'll also hear why enlightened minds (the Buddha and arahants) experience some of these functional states without creating new karma. Tune in to learn how recognizing these subtle moments can free you from repeating old patterns and support mindful practice.Notice the moments that only echo the past—so you don't keep replaying them.YouTube Video LinkYouTube Channel Link Website:www.satipatthana.caDonations and Memberships

In this episode of Excess Returns, Meb Faber joins the show to discuss valuations, diversification, trend following, value investing, and the evolution of markets and investor behavior over the past two decades. Meb shares insights from his upcoming book, lessons from 400 years of market history, and how investors can position themselves for the next decade. The conversation covers everything from international investing and concentration risk to ETFs, managed futures, AI, and long-term discipline.Topics covered:The four historical periods of 15%+ annualized stock market returns and what followedWhy current U.S. valuations don't necessarily mean an immediate crashHow global value stocks are now outperforming the S&P 500The role of international diversification and real assets in portfoliosTrend following and managed futures as the “premier diversifiers”The benefits of blending trend and valuation-based strategiesThe permanent portfolio and how managed futures enhance itConcentration risk in U.S. equities and what history teaches about market leadershipThe parallels (and limits) between today's market and the dot-com bubbleAI's potential role in investing and portfolio managementThe behavioral traps around performance chasing and when to sellLessons from launching and running ETFs and the 351 exchange structure for tax efficiencyThe future of markets, retail investors, and Meb's upcoming book “Time Billionaires”Timestamps:00:00 Intro and market performance context04:00 Are U.S. valuations permanently higher?09:00 The spectrum of future returns and investor playbook12:00 International and value investing opportunities15:00 Trend following and managed futures19:00 The permanent portfolio and diversification25:00 Concentration risk and market structure28:00 AI's impact on investing32:00 Comparing today's market to the dot-com bubble37:00 The long-term case for value investing41:00 When to sell and investor behavior45:00 Lessons from running ETFs and industry evolution51:00 Understanding 351 exchanges and tax-efficient investing57:00 What's changed most for investors over 20 years59:00 Meb's new book “Time Billionaires” and closing thoughts

(Spirit Rock Meditation Center) We review the nature of samadhi, how it is a natural quality that surfaces in many human experiences, and its importance in meditation (and the teachings of the Buddha). We briefly examine the five jhanic factors that point to how samadhi deepens. We also look at several of the main challenges that arise as we practice to develop samadhi.

Welcome to a new episode of ASMR Sessions.In this episode, you will hear a loud rainstorm.What sounds would you like to hear next time? Leave a comment in the review

What does true diversification look like when you're building wealth as a pilot? In this episode, Ryan Gibson sits down with his longtime colleague and friend, Ted Greene, to unpack how to define success with your spouse, avoid emotional investing, and create a portfolio that brings peace of mind. From surviving Wall Street lawsuits to building lasting wealth through real estate, Ted shares the hard-earned lessons behind his “NNN Principle”: Never, Never, Never invest by looking in the rearview mirror. Learn how to protect your assets, ladder your investments, and build a plan that lasts through every market cycle.Ted Greene is the Investor Relations Manager for Spartan Investment Group. Ted is a third-generation Seattleite who married his high school sweetheart. Ted and Melissa have two children attending the same High School where they first met. After graduating from Seattle Pacific University with a BA in Finance, Ted spent 24 years in the financial services industry as an investment advisor and Fiduciary.Download Ted's Ebook here: https://go.spartan-investors.com/l/1038393/2025-09-17/39mf5bShow notes:(0:00) Intro(1:30) Ted's background: Merrill Lynch to Spartan(3:10) Defining success through diversification(5:22) Why Ted left Wall Street(6:44) How to align with your spouse on money(9:38) What “uncorrelated assets” really mean(12:00) The 50-question eBook on financial alignment(14:49) Concentration builds wealth, diversification protects it(19:20) The NNN Principle: Never, Never, Never(22:18) Smaller positions, smarter protection(25:22) Laddering investments for flexibilityConnect with Ted Greene:LinkedIn: https://www.linkedin.com/in/ted-greene-iamnotafraid/—If you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

This week's blogpost - https://bahnsen.co/3WlUXwC Mastering the Art of Investing: The ‘Tell Me More' Approach In this episode of the Thoughts. So Money podcast, hosts Trevor Cummings and Blaine Carver dive into the critical topic of timeshares, using it as a springboard to discuss the importance of maintaining an inquisitive mindset in investing. They emphasize the value of asking more questions, understanding the difference between earnings growth and multiple expansions, and the necessity of being aware of portfolio concentration. The conversation also explores boom and bust cycles and how to avoid being caught on the wrong side of market fluctuations. Through relatable analogies and real examples, they advocate for a thoughtful and cautious approach to investing, aiming to create sustainable growth while avoiding speculative pitfalls. 00:00 Introduction and Welcome 00:16 The Allure and Pitfalls of Timeshares 01:04 Skepticism in Investing 04:16 The 'Tell Me More' Principle 07:10 Understanding Portfolio Movements 08:20 The Role of Concentration in Investing 12:16 Earnings Growth vs. Multiple Expansion 18:53 Understanding Boom and Bust Cycles 19:09 The Importance of Attribution in Finance 20:09 Concentration in the S&P 500 21:26 Sector Analysis and Market Performance 22:32 The Impact of Sentiment on Stock Prices 25:07 Speculation vs. Investment 25:20 The Role of Price-Earnings Ratios 29:39 Concentration and Sustainability 29:54 The Boom and Bust Cycle Explained 36:32 Behavioral Coaching in Finance 38:26 The Concept of Yield on Cost 39:55 Final Thoughts and Listener Engagement Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

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Hate the future, missed podcast, Portland antifa clash. Concentration game, Conspiracy Meme, apple complaints, Louvre heist, Govt Shutdown. Man amputates legs. Parenting hack. Drink of the Show: Yellowstone Cocktails Old Fashioned SHOW LINKS 51% Want Government Shutdown Beyond Meat's Collapse Preventing Peanut Allergy Hack Antifa Hide Behind Portland PD Secret Link Visit DadBros.com Follow the... The post Ep 635ish – The Lost Episode appeared first on Dad Bros.

Concentration beats diversification. One stock. That's all Jaden Sterling bought during the 1990s. It tripled, became capital for 125 real estate deals, and eventually funded Sterling Stock Picker, a stock-picking platform now serving 3,000 investors. What most financial advisors don't tell you: diversification is what you do when you don't know what you're doing. When Jaden's clients at Merrill Lynch held 4-6 solid companies, they were pressured to sell and diversify into mutual funds. The math later showed holding those original positions would've beaten all the churn. The path to real wealth isn't about spreading money thin. It's about focused conviction in what you actually understand. I sat down with Jaden to talk about deal structures across real estate, concentrated stock investing, raising capital from customers instead of VCs, and why your relationship with money mirrors your relationship with yourself. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/jadensterling FOR MORE ON JADEN STERLING:https://www.sterlingstockpicker.com/jaden_sterling FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

(Spirit Rock Meditation Center) We begin with settling and developing more concentration for about 10-12 minutes. Then we shift to mindfulness practice. In the last third of the session, there are instructions for exploring one's own views and opinions, including in relationship to others (connected with the talk).

(Spirit Rock Meditation Center) We begin with settling and developing more concentration for about 10-12 minutes. Then we shift to mindfulness practice. In the last third of the session, there are instructions for exploring one's own views and opinions, including in relationship to others (connected with the talk).

(Spirit Rock Meditation Center) We begin with settling and developing more concentration for about 10-12 minutes. Then we shift to mindfulness practice. In the last third of the session, there are instructions for exploring one's own views and opinions, including in relationship to others (connected with the talk).

My guest is Steven Pressfield, author of The War of Art and expert in how to overcome the inner force of "resistance"—the self-sabotaging tendency to procrastinate on your life's most important work that keeps you from realizing your professional and creative potential. Steven shares actionable tools for defeating inner resistance that work. His approach is concrete, not based on slogans or inspirational messages. As the author of numerous best-selling books and screenplays, Steven's routines for cultivating discipline and focus, including his physical training regimen (he is incredibly mentally and physically vigorous at 82), are applicable by anyone. He gives you effective practical strategies for how to structure your day, overcome procrastination and self-doubt and do your best, most meaningful work. Read the episode show notes at hubermanlab.com. Thank you to our sponsors AGZ by AG1: https://drinkagz.com/huberman Helix Sleep: https://helixsleep.com/huberman BetterHelp: https://betterhelp.com/huberman Rorra: https://rorra.com/huberman Function: https://functionhealth.com/huberman David: https://davidprotein.com/huberman Timestamps (00:00:00) Steven Pressfield (00:04:55) Ideas & Resistance, Tree & Shadow Analogy (00:08:45) Military, Pushing Through Resistance, War of Art (00:10:14) Physical Training, Tools: Capturing Ideas, Little Successes (00:16:11) Sponsors: Helix Sleep & BetterHelp (00:18:36) Ideas, Invocation of the Muse, Goddess (00:23:19) Writing, Focus, Inner Critic, Perfectionism, Tool: Think in Multiple Drafts (00:28:21) Writing Session; Workout Analogy & Concentration (00:32:28) Aspiring Writers & Focused Hours; Work Session Timing; Phones (00:35:31) Inner Voice; Storytelling, Advertising (00:39:45) Soul & Growth, Creativity, Your Calling & Voices of Resistance, Suppression (00:48:10) Loved Ones: Projection, Resistance & Sabotage (00:51:04) Sponsors: AGZ by AG1 & Rorra (00:53:52) Angry & Numbing Out, Resistance, Internet; Following Your Calling (00:59:00) Mentors: Lessons on Focus & Quitting (01:06:46) Perfectionism (01:10:42) Contemplating Your Mortality, Family Honor (01:16:49) Proving Yourself & Competition (01:22:01) First Movie, Failure, Analyze Feedback?, Tool: Self-Evaluation (01:28:28) Book Success, One-Hit Wonders; Book Titles (01:34:22) Sponsor: Function (01:36:09) Personal Sacrifice; High Achievers & Unbalanced Life; Social Media (01:44:44) Tool: Turning Pro, Amateur vs Professional Habits, Failure, Feelings (01:49:32) Cost of Turning Pro, Tool: Taking Oneself Seriously & Others' Reactions (01:56:42) Creativity: Practical Advice & Muse; Acts of Faith; Surrender (02:04:00) Sponsor: David (02:05:17) Workspace, Uncomfortable Chair, Physical Labor, Complaining (02:08:13) Forthcoming Book, Book Recommendations (02:13:46) Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Sponsors, Protocols Book, Social Media, Neural Network Newsletter Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

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Send us a textWhat if the fastest path to growth isn't “more leads,” but fewer, better customers you serve so well they never leave? We dive into the uncomfortable truth most teams avoid: value is concentrated, churn is predictable, and the difference between winners and strugglers is a focused list, clean data, and relentless follow-through.Nick Mavrick of Built Data joins us to unpack how behavioral data flips strategy from guesswork to precision. We talk about why 3 percent of customers can drive most of the revenue, how to spot the accounts worth protecting, and why chasing the bottom of the market burns time and morale. Nick shares lessons from rental consolidation and dealers under pressure, then maps a practical path for OEMs and dealers to operate from a single, shared dataset that actually moves the needle: national to regional account targeting, unified telemetry for proactive service, and outcome-based offers that make loyalty rational.We get tactical on carving out “special forces” inside legacy organizations to bypass slow systems and prove change in 90 days. Think weekend war rooms, a defined list of high-potential accounts, service promises tied to uptime, and quarterly reviews that reward implementers. We also explore the shift from selling iron to selling outcomes: cost-per-hour, automatic replacements at thresholds, and machine health monitoring that turns vendors into partners. Along the way, we tackle supply chain capital traps, competing with national rental giants via human service, and how to raise standards one name at a time.If you're tired of noisy dashboards and stale models, this conversation offers a cleaner lens: begin with the end, market to a defined list, and serve the right few better than anyone. Subscribe, share with a colleague who owns key accounts, and leave a review with one change you'll make this quarter. Visit us at LearningWithoutScars.org for more training solutions for Equipment Dealerships - Construction, Mining, Agriculture, Cranes, Trucks and Trailers.We provide comprehensive online learning programs for employees starting with an individualized skills assessment to a personalized employee development program designed for their skill level.

durée : 00:11:22 - L'Avant-scène - par : Aurélie Charon - Issam Rachyq-Arhad a écrit un seul en scène « Ma République et moi », il nous invite chez sa mère pour un portrait qui rend hommage à toutes les mères souvent réduites au silence. - réalisation : Alexandre Fougeron - invités : Issam Rachyq-Arhad comédien, metteur en scène

Welcome to a new episode of ASMR Sleep.In this episode, you will hear heavy loud rain.What sounds would you like to hear next time? Leave a comment in the review

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.I'm excited to share this episode with you—it's reposted here with permission and blessing from both Matt and Jack. Don't miss it! And follow their work, links below.https://excessreturnspod.com/https://cultishcreative.com/ — everyting Matt Zeigler.In a world that moves tick by tick and quarter by quarter, The 100-Year Thinkers zooms out to explore what it really means to invest with patience, discipline, and perspective. In this premiere episode, join Matt Zeigler, Bogumil Baranowski, Chris Mayer, and Robert Hagstrom as they discuss market concentration, the dominance of mega-cap stocks, and how investors can think in decades—not days. Together, they explore the evolution of active management, the role of the S&P 500, the challenge of private equity, and how to build portfolios that last. Topics covered Concentration and the rise of mega-cap dominance Equal-weight vs. market-cap-weighted indexes The role of the S&P 500 and how it shapes investor behavior Why the Magnificent Seven may not repeat past winners' mistakes The differences between today's tech leaders and the 1999 bubble The changing nature of private equity and illiquidity premiums How to define success as an investor beyond beating the index The importance of focusing on business economics over stock prices Lessons from Buffett, Bill Miller, and other long-term thinkers Timestamps 00:00 Concentration and portfolio construction 04:00 Market-cap dominance and equal vs. cap weighting 10:30 Active management, benchmarks, and the S&P 500 17:00 Economic realities of the top 10 stocks 23:00 Government policy and market intervention 26:00 Comparing 2024 to 1999 and lessons from past cycles 32:00 Innovation, Russell 2000, and private company growth 40:00 Active management and how the S&P wins 41:45 The private equity boom and its challenges 49:00 Redefining performance and investor goals 55:00 The importance of focusing on business economics 57:00 Closing thoughts and where to find the guestsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

George Mumford teaches top athletes the “superpowers” of mindfulness, concentration, insight, right effort and trust as techniques to strengthen performance and avoid the trap of spiritual demise. To see additional resources and our other programs, please visit humanmedia.org . Humankind specials are  heard on NPR and PRX member-stations, in association with GBH Boston.

Send us a textReThink Podcast, Digital StoreConnect with us and Explore our offers:   https://linktr.ee/rethinkpodcast1Support the Podcast:  https://www.buzzsprout.com/1590358/supportThe Master Key System by Charles HaanelTheme: The Power of Concentration and Thought ControlIn Part 2 of The Master Key System, we go deeper into Charles Haanel's timeless truth — your ability to control your thoughts is your ability to control your life.This episode of the ReThink Podcast explores how to strengthen your focus, train your mind to stay steady, and direct your mental energy toward creation instead of confusion.You'll learn:

George Mumford teaches top athletes the “superpowers” of mindfulness, concentration, insight, right effort and trust as techniques to strengthen performance and avoid the trap of spiritual demise. To see additional resources and our other programs, please visit humanmedia.org . Humankind specials are  heard on NPR and PRX member-stations, in association with GBH Boston.

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Thomas Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss extreme market conditions with investors "all in, levered, and complacent." He argues we're at a blow-off top characterized by record call buying, leverage through ETFs, and a gambling mentality fueled by 0DTE options and sports betting culture. Thornton highlights dangerous market mechanics: the Goldman Sachs most shorted basket is up 38% year-to-date, meaning short sellers have been squeezed out and won't provide natural buying support during corrections. He notes extreme concentration risk with 10 stocks comprising 40% of the S&P 500, and Nvidia alone responsible for 18% of market gains. Technical indicators show exhaustion signals while the market continues higher on narrowing breadth. Thornton identifies AI trade risks including slowing CapEx growth, insufficient power infrastructure, and water constraints for data centers. He rebuts bull arguments by comparing current conditions unfavorably to 2000, noting $38 trillion in debt versus $4 trillion then. He explains why the Fed can't save markets this time due to Treasury market dysfunction. Currently positioned net short with disciplined risk management, Thornton predicts people will look back on 2025 and say "the signs were so obvious." He advises investors to lower exposures and leverage, warning that opportunities will come when his indicators reach oversold levels and nobody wants to buy.This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: https://www.hedgefundtelemetry.com/https://www.x.com/tommythornton Timestamps: 0:00 - Introduction and welcome1:02 - "People are all in, levered, and complacent" - Market positioning3:43 - Gambling mentality and comparison to past market cycles5:20 - How leverage and zero DTE options change market dynamics7:39 - "Market correction or something worse" - What's ahead7:52 - "I definitely think we're at a blow off top"9:20 - Goldman Sachs most shorted basket and dangerous market mechanics11:51 - Passive ETFs and leverage risk12:46 - Market sentiment analysis with charts14:13 - CNN Fear & Greed Index critique15:30 - DeMark indicators flashing exhaustion signals18:22 - Goldman Sachs most shorted basket technical breakdown19:01 - Concentration risk: 10 stocks = 40% of S&P 50021:28 - Call buying extremes and put/call ratios23:23 - AI trade risks and CapEx spending concerns25:42 - Energy and water constraints for AI data centers30:28 - Market narrowing despite new highs32:40 - Bull case rebuttal: Why this is different from 200034:48 - Why the Fed can't save the market this time36:22 - Net short positioning and risk management strategy39:44 - "The signs were so obvious" - How we'll remember 202541:35 - Long idea: Golar natural gas infrastructure play44:28 - Hedge Fund Telemetry overview and parting advice

I sat down with Dr. Helen Machen-Peace to explore ADHD through an embodied lens - what it really feels like, how it shapes attention and emotion, and how practices from embodiment can help with focus and regulation. We talk about our personal experiences, the shifting understanding of ADHD, and why reframing it from “disorder” to “difference” changes everything. Helen brings insight from her clinical work, and we both share practical ways movement, awareness, and self-compassion can support people living with ADHD. A down-to-earth conversation for anyone navigating distraction, intensity, or emotional overwhelm. For coaches or teachers who want to better understand neurodiverse students. See more of Helen's work here: yogarogue.co.uk ----------------------------------------------- Join our membership program for coaches, facilitators, therapists and educators who want sustainable growth: https://embodimentunlimited.com/flourish/ ----------------------------------------------- As a special gift for you, our loyal listeners, we are offering $1200 off our flagship course, the Certificate of Embodiment Coaching when you use code: CEC25PODCAST More info here: https://embodimentunlimited.com/cec ----------------------------------------------- Check out our YouTube channel for more coaching tips and our Podcast channel for full episode videos Uplevel your coaching with a free copy of Mark's latest eBook, The Top 12 Embodiment Coaching Techniques  Join Mark for those juicy in-person workshops and events Fancy some free coaching demo sessions with Mark?  Connect with Mark Walsh on Instagram 

In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest.From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment that echoes the late '90s bubble — and what investors need to watch next.In this episode:– Why the S&P 500's “diversification” is a dangerous illusion– How AI spending is draining the cash that used to reward shareholders– The warning signals in housing and employment data– Why money supply matters more than Fed rhetoric when it comes to inflation– The $500K–$600K tax trap created by the “one big, beautiful bill” and how to avoid itLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Markets #Investing #AI #TaxPlanning #HousingMarket #JobsDataStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

How To Trade Your Way To The Top 1% In episode 529 of the Desire To Trade Podcast, you will be listening to an interview with trader and entrepreneur Jerremy Newsome, as he dives into what it really takes to reach the top 1% of wealth through trading and smart investing. Jerremy breaks down wealth building into simple, repeatable math and shares how traders can blend swing trading, investing, and risk management to build sustainable long-term growth. The talk moves beyond charts—into mindset, risk perception, and practical wealth strategies that most traders overlook. The video is also available for you to watch on YouTube. >> Watch the video recording! Topics Covered In This Episode 00:00 Introduction 01:53 What's new with Jerremy Newsome 02:59 What does it take to reach the top 1%? 04:13 How the wealthy build wealth 06:19 Understanding risk is more important than avoiding it 08:49 Swing investing explained – Combining short-term trading and long-term investing. 12:23 Concentration vs diversification 15:46 Using options as insurance 19:20 How to protect during market crashes 26:05 When to hold cash and when to use margin 27:36 Why self-talk and belief systems are critical for traders' success 28:38 Where to find Jerremy Newsome What did you like best in this podcast episode? Let's talk in the comments below, or join me in the Facebook group! Desire To Trade's Top Resources DesireToTRADE Forex Trader Community (free group!) Complete Price Action Strategy Checklist One-Page Trading Plan (free template) Recommended brokers: EightCap (preferred Crypto and FX Broker) AxiTrader (use our link to get a special bonus) Desire To TRADE Academy Get a copy of Prop Trading Secrets (Author: Kathy Lien & Etienne Crete) About The Desire To Trade Podcast Subscribe via iTunes (take 2 seconds and leave the podcast a review!) Subscribe via Stitcher Subscribe via TuneIn Subscribe via Google Play See all podcast episodes What one thing will you implement after listening to this podcast episode? Leave a comment below, or join me in the Facebook group! How to find Jerremy Newsome X/Twitter: @newsomenuggets Instagram: @jerremynewsome What one thing will you implement after listening to this podcast episode? Leave a comment below, or join me in the Facebook group!

Hello to you listening in Newport News, Virginia!Coming to you from Whidbey Island, Washington this is Stories From Women Who Walk with 60 Seconds for Story Prompt Friday and your host, Diane Wyzga.Maybe like me you feel on constant alert - trying to hold it together with compassion, hope and humor even while those who cause all this suffering want to rob us of that as well. No one and no place feels safe.We humans were not designed nor created for being on nonstop vigilance; it raises our blood pressure, our heart rate, our anxiety, while creating damage physically, mentally, emotionally. It interferes with our work, our relationships, our concentration and sleep. It harms our sense of safety, security, and control, manifesting in even greater fear and anxiety about what happens next. No  wonder we feel the way we do.I have a solution! In this space you can count on a few moments of relief, inspiration and hope. In our hands change means hope. It's what I want for myself; so I'm sharing it with you.  Story Prompt: How are you attending to yourself and your loved ones, holding steady while not losing hope? Write that story and tell it out loud! You're always welcome: "Come for the stories - Stay for the magic!" Speaking of magic, I hope you'll subscribe, share a 5-star rating and nice review on your social media or podcast channel of choice, bring your friends and rellies, and join us! You will have wonderful company as we continue to walk our lives together. Be sure to stop by my Quarter Moon Story Arts website, check out the Communication Services, arrange a no-obligation Discovery Call, and stay current with me as "Wyzga on Words" on Substack.Stories From Women Who Walk Production TeamPodcaster: Diane F Wyzga & Quarter Moon Story ArtsMusic: Mer's Waltz from Crossing the Waters by Steve Schuch & Night Heron MusicALL content and image © 2019 to Present Quarter Moon Story Arts. All rights reserved.  If you found this podcast episode helpful, please consider sharing and attributing it to Diane Wyzga of Stories From Women Who Walk podcast with a link back to the original source.

Your 60-second money minute. Today's topic: Concentration Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon. AGENDA: 02:43 Why We Did Not IPO and Raised $1BN From Fidelity 05:03 Analysis of Chip and Compute Landscape Today 07:14 NVIDIA Showing Signs They Are Running Out of Ideas 13:57 The Real Questions to Ask on Chip Depreciation 24:54 Energy Requirements for AI: Is it Feasible? 29:25 Mag7 Value Concentration: Feature or a Bug 31:57 Talent is the Bottleneck and Trump Makes it Worse 32:55 The War for Talent: Secrets No One Sees 34:22 Evaluating the Data Centre Economy: Many Will Lose Money 38:01 Three Changes the US Could Make to Beat China in AI 42:30 Why 80% of our Revenues are in the UAE 47:26 Quick Fire Questions 58:59 Why Work Life Balance is Total BS  

Dr. Centor discusses currently available evidence about high-concentration cannabis products and mental health outcomes with Drs. Paula Riggs and Jonathan Samet.

Oct 3, 2025 – Are the “Mag 7” tech giants losing ground to the “Shiny 7” metals and mining stocks? Financial Sense Newshour's Jim Puplava and Jim Welsh at Macro Tides examine Wall Street's record highs, the broadening bull market...

A talk by Thanissaro Bhikkhu entitled "Figuring Out Concentration"

To connect with others, you have to get out of your own head.Whether presenting to millions on live television or talking to just one person, Dan Harris knows that the quality of every interaction depends on the presence you bring to it.Harris is a former national news anchor for ABC News and is now the host of the 10% Happier podcast and author of 10% Happier and Meditation for Fidgety Skeptics. As he knows from experience, there's power in “Waking up to something fundamental, that the mind is out of control, and you don't want to be owned by it.” How do we break the pattern of being controlled by our thoughts? Mindfulness and self-awareness, he says, put “distance” between us and our “thoughts and urges and emotions,” enabling us to connect with ourselves and others with greater consciousness and clarity.In this episode of Think Fast, Talk Smart, Harris and host Matt Abrahams discuss how mindfulness can transform our communication, sharing strategies for deeper listening, responding versus reacting, and reflecting what others say back to them. “Relationships are the most important aspect of your happiness,” Harris says. The quality of those connections goes up when “you're “less stuck in your own head.”Episode Reference Links:Dan HarrisDan's Books: 10% Happier / Meditation for Fidgety Skeptics Ep.179 Finding Positive in Negative Emotions: Communication, Happiness & Wellbeing Ep.180 Unlocking Your Future Self: Communication, Happiness & Wellbeing Ep.181 Why Happiness is a Direction, Not a Destination: Communication, Happiness & Wellbeing Ep.182 Stop Chasing Time and Start Owning It: Communication, Happiness & Wellbeing  Connect:Premium Signup >>>> Think Fast Talk Smart PremiumEmail Questions & Feedback >>> hello@fastersmarter.ioEpisode Transcripts >>> Think Fast Talk Smart WebsiteNewsletter Signup + English Language Learning >>> FasterSmarter.ioThink Fast Talk Smart >>> LinkedIn, Instagram, YouTubeMatt Abrahams >>> LinkedInChapters:(00:00) - Introduction (01:51) - On-Air Panic Attack (02:59) - Managing Communication Anxiety (04:01) - Nervousness Before Live Audiences (05:48) - Meditation Misconceptions (09:36) - Responding vs. Reacting (12:07) - Mindfulness & Productivity (15:11) - Lessons from Interviewing (17:19) - The Final Three Question (25:14) - Conclusion ********Thank you to our sponsors.  These partnerships support the ongoing production of the podcast, allowing us to bring it to you at no cost.Strawberry.me. Get $50 off coaching today at Strawberry.me/smart