Podcasts about consensus

After a quick review of this past week's economic data, Professor Andrés Velasco, Dean of the School of Public Policy at the London School of Economics, joins the Inside Economics podcast, along with Head of International Economists, Gaurav Ganguly. The group dissects the U.S. push to acquire Greenland and Europe's response to it. They discuss President Trump's reaction to international dissent and conclude that TACO is a market-driven phenomenon. The discussion delves into income inequality worldwide, and the team debates how much it influences election outcomes. Finally, they discuss the London Consensus and how it offers alternative public policy choices in an era of rising nationalism and increasing income inequality.Guests: Andres Velasco, Dean of the School of Public Policy and Gaurav Ganguly,Head of International EconomistsLearn more about Andres's book by clicking hereListen to Global Economy Unwrapped podcast on Apple Podcasts and SpotifyHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The race for California governor is coming into focus -- after Attorney General Rob Bonta and Los Angeles developer Rick Caruso announced last week that they will not join the field. But one important constituency has yet to agree on a candidate: organized labor. Reporter: Guy Marzorati, KQED California counties are starting their homeless point-in-time counts this week. This is the annual census where volunteers fan out statewide to try to answer the question: Is California's homelessness crisis improving…or getting worse? Reporter: Marisa Kendall, CalMatters A federal immigration agent shot at a suspect during what's being called a targeted operation in South Los Angeles Wednesday. No one was hit by the gunfire. Learn more about your ad choices. Visit megaphone.fm/adchoices

Agenda: https://github.com/ethereum/pm/issues/1874

True Gold Republic is offering this 2026 Expert Guide free for a limited time. Visit http://stayfreegold.com or call 800-300-4653 to get your copy. Go to http://polymarket.com to trade on the outcomes of live events from politics, pop culture, to sports and more! Global leaders gather at Davos as private jets line the tarmac and the World Economic Forum attempts to reframe itself amid collapsing public trust. Senior figures openly concede the loss of legitimacy, warn of energy rationing, and insist elite decision-making is still being done "for everyone," even as calls for empathy and dialogue ring hollow. Alongside this, tensions flare between Europe, Canada, and the United States as Trump mocks continental leaders, rebukes allies, and questions the direction Europe is heading, while Mark Carney and Emmanuel Macron push back. A proverb closes the segment, underscoring the limits of human planning when power, ambition, and control collide. See me LIVE at Florida Fish House, February 16, 17th and March 1 and 2nd - https://oldfloridafishhouse.ticketspice.com/russell-brand-

Cold plunges are everywhere, and the way people talk about them, you'd think they're a miracle cure for your brain, body, and soul. But in an age of algorithm-fueled evangelism, when a ritual becomes this ubiquitous and loud, we have to ask: how much of the buzz is backed by science… and how much is just marketing? In this episode, we explore the neuroscience of cold exposure: what's real, what's overstated, and why this "discomfort" has become a billion-dollar industry. We discuss: Why cold plunges went viral, and how wellness movements often devolve into identity-driven cultures The difference between cold exposure itself and the monetized "cold plunge movement" What constitutes a "cult" (and how pseudoscience forms around partial truths) The real physiological cold shock response Why the mental "high" after a plunge doesn't automatically equal long-term brain benefit The cardiovascular risks that rarely get discussed, especially for people with underlying heart disease What the research suggests about soreness, pain reduction, and muscle growth (including why cold immersion can blunt hypertrophy) The real story behind brown fat Who should avoid cold plunges altogether (asthma, arrhythmias, coronary disease, vascular conditions) Joining us for this conversation is investigative journalist and bestselling author Scott Carney (What Doesn't Kill Us, The Wedge), who has spent years inside the cold exposure world, first as a skeptic, then as a believer, and eventually as a critic of the culture that formed around it. His work reveals what happens when discomfort becomes identity, and when unfounded "social media science" outruns real science. Your Brain On... is hosted by neurologists, scientists, and public health advocates Drs. Ayesha and Dean Sherzai. SUPPORTED BY: the 2026 NEURO World Retreat. A 5-day journey through science, nature, and community, on the California coastline: neuroworldretreat.com Your Brain On... Cold Plunges • SEASON 6 • EPISODE 7 REFERENCES Cold Water Immersion, Muscle Adaptation, and Recovery Roberts, L. A., Raastad, T., Markworth, J. F., Figueiredo, V. C., Egner, I. M., Shield, A., Cameron-Smith, D., Coombes, J. S., & Peake, J. M. (2015). Post-exercise cold water immersion attenuates acute anabolic signalling and long-term adaptations in muscle to strength training. Journal of Physiology, 593(18), 4285–4301. https://doi.org/10.1113/JP270570 Bleakley, C. M., McDonough, S. M., & MacAuley, D. C. (2004). The use of ice in the treatment of acute soft-tissue injury: A systematic review of randomized controlled trials. American Journal of Sports Medicine, 32(1), 251–261. https://doi.org/10.1177/0363546503260757 Leeder, J., Gissane, C., van Someren, K., Gregson, W., & Howatson, G. (2012). Cold water immersion and recovery from strenuous exercise: A meta-analysis. British Journal of Sports Medicine, 46(4), 233–240. https://doi.org/10.1136/bjsports-2011-090061 White, G. E., & Wells, G. D. (2013). Cold-water immersion and other forms of cryotherapy: Physiological changes potentially affecting recovery from high-intensity exercise. Sports Medicine, 43(8), 695–706. https://doi.org/10.1007/s40279-013-0055-8 Kellmann, M., Bertollo, M., Bosquet, L., Brink, M., Coutts, A. J., Duffield, R., Erlacher, D., Halson, S. L., Hecksteden, A., Heidari, J., Kölling, S., Meyer, T., Mujika, I., Robazza, C., Skorski, S., Venter, R., & Beckmann, J. (2018). Recovery and performance in sport: Consensus statement. International Journal of Sports Physiology and Performance, 13(2), 240–245. https://doi.org/10.1123/ijspp.2017-0759 Inflammation, Pain, and Perceived Recovery Hohenauer, E., Taeymans, J., Baeyens, J. P., Clarys, P., & Clijsen, R. (2015). The effect of post-exercise cryotherapy on recovery characteristics: A systematic review and meta-analysis. PLoS ONE, 10(9), e0139028. https://doi.org/10.1371/journal.pone.0139028 Costello, J. T., Culligan, K., Selfe, J., & Donnelly, A. E. (2012). Muscle, skin and core temperature after –110°C cold air and 8°C water treatment. PLoS ONE, 7(11), e48190. https://doi.org/10.1371/journal.pone.0048190 Brown Adipose Tissue (BAT) – Human Imaging & Metabolism van Marken Lichtenbelt, W. D., Vanhommerig, J. W., Smulders, N. M., Drossaerts, J. M., Kemerink, G. J., Bouvy, N. D., Schrauwen, P., & Teule, G. J. (2009). Cold-activated brown adipose tissue in healthy men. New England Journal of Medicine, 360(15), 1500–1508. https://doi.org/10.1056/NEJMoa0808718 Virtanen, K. A., Lidell, M. E., Orava, J., Heglind, M., Westergren, R., Niemi, T., Taittonen, M., Laine, J., Savisto, N. J., Enerbäck, S., & Nuutila, P. (2009). Functional brown adipose tissue in healthy adults. New England Journal of Medicine, 360(15), 1518–1525. https://doi.org/10.1056/NEJMoa0808949 Betz, M. J., & Enerbäck, S. (2015). Human brown adipose tissue: What we have learned so far. Diabetes, 64(7), 2352–2360. https://doi.org/10.2337/db15-0146 Autonomic Nervous System, HRV, and Cold Exposure Mourot, L., Bouhaddi, M., Regnard, J., Tordi, N., & Rouillon, J. D. (2008). Cardiac autonomic control during short-term exposure to cold water in humans. European Journal of Applied Physiology, 104(3), 541–547. https://doi.org/10.1007/s00421-008-0810-3 Janský, L., Pospíšilová, D., Honzová, S., Uličný, B., Šrámek, P., Zeman, V., & Kamínková, J. (1996). Immune system of cold-exposed and cold-adapted humans. European Journal of Applied Physiology, 72(5–6), 445–450. https://doi.org/10.1007/BF00242276 Cardiovascular Stress and Cold Shock Tipton, M. J., Collier, N., Massey, H., Corbett, J., & Harper, M. (2017). Cold water immersion: Kill or cure? Experimental Physiology, 102(11), 1335–1355. https://doi.org/10.1113/EP086283 Tipton, M. J., & Bradford, C. (2014). Cold water immersion and cold shock response. Extreme Physiology & Medicine, 3(1), 1–10. https://doi.org/10.1186/2046-7648-3-7 Whole-Body Cryotherapy (Distinct From Cold Plunges) Costello, J. T., Baker, P. R., Minett, G. M., Bieuzen, F., Stewart, I. B., & Bleakley, C. (2015). Whole-body cryotherapy (extreme cold air exposure) for preventing and treating muscle soreness after exercise in adults. Cochrane Database of Systematic Reviews, 2015(9), CD010789. https://doi.org/10.1002/14651858.CD010789.pub2 LINKS Scott Carney's website: https://www.scottcarney.com/ FOLLOW US Join NEURO World: https://neuro.world/ Instagram: https://www.instagram.com/thebraindocs YouTube: https://www.youtube.com/thebraindocs More info and episodes: TheBrainDocs.com/Podcast

It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier in January (press release linked here) and will provide insights to senior business leaders across public policy, regulatory developments, global trade, and stakeholder relations. David served as Canada's Ambassador to the U.S. from 2016 to 2019, a pivotal period that included the renegotiation of NAFTA. Earlier in his career, David served as Chairman of StrategyCorp and as a Senior Advisor to CIBC Capital Markets, and he previously served as President of Palantir Canada. He is a seasoned entrepreneur and political strategist, having founded and built multiple public affairs and advisory firms. We were thrilled to host David ahead of CIBC's Annual Institutional Investor Conference taking place this week in Whistler and to hear his perspective on the evolving dynamics shaping the U.S.-Canada relationship. In our conversation, we discuss David's experience spanning business and government, the highly dynamic geopolitical environment, the need for renewed public-private collaboration, and why politics feel increasingly interventionist today, with populist pressure pushing governments toward protectionism and isolationism. We explore the implications of AI-driven white-collar job disruption, why businesses must treat geopolitics and public policy as core risk drivers, Canada's role in AI innovation and adoption, and how Canada is rebalancing its resource economy amid global energy and trade shifts. David shares his perspective on Canada's prior reluctance to embrace LNG exports and its renewed push to be an “energy superpower,” how to interpret volatility from the Trump Administration, and how tariffs have strained, but not broken, the U.S.-Canada relationship, highlighting the importance of the integrated North American energy system and the need for Canada to diversify markets. We discuss how David's Strategic Advisor role will help clients think about using government support appropriately, his cautious optimism on recent geopolitical shifts, and why maintaining dialogue among allies matters, as misinterpretation and retreating into corners can quickly spiral into escalation. It was a broad-based discussion and we're thankful to David for sharing his time and unique insights. Mike Bradley opened the show by noting that the 10-year U.S. bond yield had spiked to ~4.3% amid concerns that Europeans could sell U.S. Treasuries in response to President Trump's Greenland overtures, as well as growing questions about what a spike in Japanese bond yields might mean for global bond yields. Consensus appears firmly in the camp that the Fed will not cut interest rates at the January 28 FOMC meeting. In the broader equity market, the S&P 500 was down modestly (~0.5%) over the last week, with cyclical sectors (Energy and Industrials) leading and Financials lagging. In energy commodities, WTI price appears to have stabilized at ~$60/bbl. U.S. natural gas price recently spiked ~$0.80/MMBtu (to ~$4.00/MMBtu) due to an Arctic blast forecast in the weeks ahead. On the energy news front, Q4 earnings season begins this week with Halliburton and SLB reporting. Discussion on those calls is likely to be dominated by 1H26 international oil spending trends. Mike also noted Mitsubishi Corp's $5.2 billion deal to acquire Aethon Energy, and his expectation for many more deals across the energy value chain in 2026. He ended by highlighting that President Trump, along with a handful of Northeast governors, are asking PJM Interconnection to hold an emergency energy auction that would allow Big Tech companies to bid on 15-year contracts to supply ~$15 billion of new power plants. IPP equities were the most negatively impacted by this proposal late last week.

In this episode of The Product Experience, host Randy Silver talks with Cristina Bustos, Product Manager and team lead at Swiss AviationSoftware, about her experience launching a native mobile application in one of the most regulated and high‑stakes industries in the world: commercial aviation.Cristina recounts how she moved from business analysis into product leadership and then navigated a gruelling product development process during the pandemic. Her team faced the dual challenge of winning over both paying customers and aviation regulators to replace paper‑based cockpit workflows with a real‑time digital solution.Chapters0:00 | Introduction and personal background 2:34 | Problem framing: launching a mobile app in aviation 4:00 | Winning founding customers before building code 6:10 | Consensus across customers and regulators 9:00 | Involving actual pilots in design 10:00 | Redesigning workflow not just digitising it 14:15 | Scope control and prioritisation 17:16 | Regulatory engagement and approval strategy 19:49 | A hackathon that wasn't a silver bullet 21:06 | Reflections: what she would do differently 25:22 | Balancing iteration with regulatory discipline 28:21 | Triple validate in the real world 29:53 | Signals of success and business impactOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

In this episode of the Optimal Body Podcast, Dr. Jen and Dr. Dom, both doctors of physical therapy, break down a new international consensus on stretching, helping listeners discover the best stretching practices for their needs. They explain the differences between static, dynamic, ballistic, and PNF stretching exercise, and discuss both the immediate and long-term benefits—such as increased range of motion, decreased pain, and reduced muscle stiffness. The hosts clarify common myths, noting that even the best stretching routines alone don't build muscle, prevent injuries, or fix posture. They emphasize the importance of consistency and combining the best stretching techniques with strength and stability exercises for optimal results and overall body health.Manukora Manuka Honey:During the winter months, I've been reaching for Manukora Manuka Honey daily. It's rich, creamy, and contains 3x more antioxidants and prebiotics than regular honey, plus MGO for added support. I take one spoonful each morning. Try it at https://manukora.com/docjen to save up to 31% plus $25 in free gifts.Needed Discount:Jen trusted Needed Supplements for fertility, pregnancy, and beyond! Support men and women's health with vitamins, Omega-3, and more. Used by 6,000+ pros. Use code OPTIMAL for 20% off at checkout!We think you'll love:Free Week Jen HealthJen's InstagramDom's InstagramYouTube ChannelWhat You'll Learn:02:07 Announcement of a new international consensus on stretching and what the episode will cover.03:29 Overview of static, dynamic, ballistic, PNF, and high dosage static stretching.06:58 Explanation that the consensus mainly reviewed static stretching and its effects.07:48 Discussion of immediate effects: increased range of motion and reduced muscle stiffness, with short-lived results.08:12 Recommended acute stretching dosages and how different nervous systems respond.10:48 Long-term effects: increased range of motion, reduced stiffness, but not hypertrophy or reliable injury prevention.12:13 Consensus recommendations: four minutes per...For full show notes and resources visit https://jen.health/podcast/444 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product here in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: Today, we are here to talk about the big debates for European equities moving into 2026.It's Friday, January the 16th at 8am in London.Marina, it's great to have you on Thoughts on the Market. I think we've got a fascinating year ahead of us, and there are plenty of big debates to be exploring here in Europe. But let's kick it off with the, sort of, obvious comparison to the U.S.How are you thinking about European equities versus the U.S. right now? When we cast our eyes back to last year, we had this surprising outperformance. Could that repeat?Marina Zavolock: Yeah, the biggest debate of all Paul, that's what you start with. So, actually it's not just last year. If you look since U.S. elections, I think it would surprise most people to know that if you compare in constant currency terms; so if you look in dollar terms or if you look in Euro terms, European equities have outperformed U.S. equities since US elections. I don't think that's something that a lot of people really think about as a fact.And something very interesting has happened at the start of this year. And let me set the scene before I tell you what that is.In the last 10 years, European equities have been in this constantly widening discount range versus the U.S. on valuation. So next one's P/E there's been, you know, we have tactical rallies from time to time; but in the last 10 years, they've always been tactical. But we're in this downward structural range where their discount just keeps going wider and wider and wider. And what's happened on December 31st is that for the first time in 10 years, European equities have broken the top of that discount range now consistently since December 31st. I've lost count of how many trading days that is. So about two weeks, we've broken the top of that discount range. And when you look at long-term history, that's happened a number of times before. And every time that happens, you start to go into an upward range.So, the discount is narrowing and narrowing; not in a straight line, in a range. But the discount narrows over time. The last couple of times that's happened, in the last 20 years, over time you narrow all the way to single digit discount rather than what we have right now in like-for-like terms of 23 percent.Paul Walsh: Yeah, so there's a significant discount. Now, obviously it's great that we are seeing increased inflows into European equities. So far this year, the performance at an index level has been pretty robust. We've just talked about the relative positioning of Europe versus the U.S.; and the perhaps not widely understood local currency outperformance of Europe versus the U.S. last year. But do you think this is a phenomenon that's sustainable? Or are we looking at, sort of, purely a Q1 phenomenon?Marina Zavolock: Yeah, it's a really good question and you make a good point on flows, which I forgot to mention. Which is that, last year in [Q1] we saw this really big diversification flow theme where investors were looking to reduce exposure in the U.S., add exposure to Europe – for a number of reasons that I won't go into.And we're seeing deja vu with that now, mostly on the – not really reducing that much in U.S., but more so, diversifying into Europe. And the feedback I get when speaking to investors is that the U.S. is so big, so concentrated and there's this trend of broadening in the U.S. that's happening; and that broadening is impacting Europe as well.Because if you're thinking about, ‘Okay, what do I invest in outside of seven stocks in the U.S.?' You're also thinking about, ‘Okay, but Europe has discounts and maybe I should look at those European companies as well.' That's exactly what's happening. So, diversification flows are sharply going up, in the last month or two in European equities coming into this year.And it's a very good question of whether this is just a [Q1] phenomenon. [Be]cause that's exactly what it was last year. I still struggle to see European equities outperforming the U.S. over the course of the full year because we're going to come into earnings now.We have much lower earnings growth at a headline level than the U.S. I have 4 percent earnings growth forecast. That's driven by some specific sectors. It's, you know, you have pockets of very high growth. But still at a headline level, we have 4 percent earnings growth on our base case. Consensus is too high in our view. And our U.S. equity strategists, they have 17 percent earnings growth, so we can't compete.Paul Walsh That's a very stark difference.Marina Zavolock: Yeah, we cannot compete with that. But what I will say is that historically when you've had these breakouts, you don't get out performance really. But what you get is a much narrower gap in performance. And I also think if you pick the right pockets within Europe, then you could; you can get out performance.Paul Walsh: So, something you and I talked about a lot in 2025, is the bull case for Europe. There are a number of themes and secular dynamics that could play out, frankly, to the benefits of Europe, and there are a number of them. I wondered if you could highlight the ones that you think are most important in terms of the bull case for Europe.Marina Zavolock: I think the most important one is AI adoption. We and our team, we have been able to quantify this. So, when we take our global AI mapping and we look at leading AI adopters in Europe, which is about a quarter of the index, they are showing very strong earnings and returns outperformance. Not just versus the European index, but versus their respective sectors. And versus their respective sectors, that gap of earnings outperformance is growing and becoming more meaningful every time that we update our own chart.To the point that I think at this rate, by the second half of this year, it's going to grow to a point that it's more difficult for investors to ignore. That group of stocks, first of all, they trade again at a big discount to U.S. equivalent – 27 percent discount. Also, if you see adoption broadening overall, and we start to go into the phase of the AI cycle where adopters are, you know, are being sought after and are seen as in the front line of beneficiaries of AI. It's important to remember Europe; the European index because we don't have a lot of enablers in our index. It is very skewed to AI adopters. And then we also have a lot of low hanging fruit given productivity demographic challenges that AI can help to address. So that's the biggest one.Paul Walsh: Understood.Marina Zavolock: And the one I've spent most time on. But let me quickly mention a few others. M&A, we're seeing it rising in Europe, almost as sharply as we're seeing in the U.S. Again, I think there's low hanging fruit there. We're seeing easing competition commission rules, which has been an ongoing thing, but you know, that comes after decade of not seeing that. We're seeing corporate re-leveraging off of lows. Both of these things are still very far from cycle peaks. And we're seeing structural drivers, which for example, savings and investment union, which is multifaceted. I won't get into it. But that could really present a bull case.Paul Walsh: Yeah. And that could include pensions reform across Europe, particularly in Germany, deeper capital…Marina Zavolock: We're starting to see it.Paul Walsh: And in Europe as well, yeah. And so just going back to the base case, what are you advocating to clients in terms of what do we buy here in Europe, given the backdrop that you've framed?Marina Zavolock: Within Europe, I get asked a lot whether investors should be investing in cyclicals or value. Last year value really worked, or quality – maybe they will return. I think it's not really about any of those things. I think, similar to prior years, what we're going to see is stock level dispersion continuing to rise. That's what we keep seeing every month, every quarter, every year – for the last couple of years, we're seeing dispersion rising.Again, we're still far from where we normally get to, when we get to cycle peaks. So, Europe is really about stock picking. And the best way that we have at Morgan Stanley to capture this alpha under the surface of the European index. And the growth that we have under the surface of the index, is our analyst top picks – which are showing fairly consistent outperformance, not just versus the European index, but also versus the S&P. And since inception of top picks in 2021, European top picks have outperformed the S&P free float market cap weighted by over 90 percentage points. And they've outperformed, the S&P – this is pre-trade – by 17 percentage points in the last year. And whatever period we slice, we're seeing out performance.As far as sectors, key sectors, Banks is at the very top of our model. It's the first sector that non-dedicated investors ask me about. I think the investment case there is very compelling. Defense, we really like structurally with the rearmament theme in Europe, but it's also helpful that we're in this seasonal phase where defense tends to really outperform between; and have outsized returns between January and April. And then we like the powering AI thematic, and we are getting a lot of incoming on the powering AI thematic in Europe. We upgraded utilities recently.Paul, maybe if I ask you a question, one sector that I've missed out on, in our data-driven sector model, is the semis. But you've worked a lot with our semi's team who are quite constructive. Can you tell us about the investment case there?Paul Walsh: Yeah, they're quite constructive, but I would say there's nuance within the context of the sector. I think what they really like is the semi cap space, which they think is really well underpinned by a robust, global outlook for wafer fab equipment spend, which we see growing double digits globally in both 2026 and 2027.And I think within that, in particular, the outlook for memory. You have something of a memory supercycle going on at the moment. And the outlook for memory is especially encouraging. And it's a market where we see it as being increasingly capacity constrained with an unusually long order book visibility today, driven really by AI inference. So strong thematic overlay there as well.And maybe I would highlight one other key area of growth longer term for the space, which is set to come from the proliferation of humanoid robots. That's a key theme for us in 2025. And of course, we'll continue to be so, in the years to come. And we are modeling a global Humanoids Semicon TAM of over $300 billion by 2045, with key pillars of opportunity for the semi names to be able to capitalize on. So, I think those are two areas where, in particular, the team have seen some great opportunities.Now bringing it back to the other side of the equation, Marina, which sectors would you be avoiding, within the context of your model?Marina Zavolock: There's a collection of sectors and they, for the most part, are the culprits for the low growth that we have in Europe. So simply avoiding these could be very helpful from a growth perspective, to add to that multiple expansion. These are at the bottom of our data driven, sector models. So, these are Autos, Chemicals, Luxury Transport, Food and Beverage.Most of these are old economy cyclicals. Many of these sectors have high China/old economy exposure – as well where we're not seeing really a demand pickup. And then lastly, a number of these sectors are facing ever rising China competition.Paul Walsh: And I think, when we weigh up the skew of your views according to your model, I think it brings it back to the original big debate around cyclicals versus defensives. And your conclusion that actually it's much more complicated than that.Marina, thanks for taking the time to talk.Marina Zavolock: Great to speak with you Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Valerie Fuller, president of the American Association of Nurse Practitioners, visited the podcast to talk about how new federal loan limits will change what graduate students can borrow and why nursing may no longer be considered a professional degree. The hosts also looked at the appropriations outlook on Capitol Hill, negotiations on rulemaking to implement the One Big Beautiful Bill, and more. Here are some of the links and references from this week's show: Graduate Loan Limits Valerie Fuller, president of American Association of Nurse Practitioners (AANP)  Graduate and Professional Student Loan Limits Under the OBBB National Nurse Practitioner Organizations Express Concern Over Department of Education Negotiated Rulemaking Nov. 21, 2025 AANP Advocacy Center Bills Introduced to Address Changes to Graduate Lending Programs  NAICU Washington Update | Dec. 19, 2025 Nurses Continue to Lead in Honesty and Ethics Ratings Gallup | Jan. 12, 2026 Constitutionality of Race-Based Higher Education Grant Programs U.S. Secretary of Education Linda McMahon Statement on the Office of Legal Counsel's Opinion on the Constitutionality of Race-Based Higher Education Grant Programs Negotiated Rulemaking  Negotiated Rulemaking for Higher Education 2025 Department of Education AHEAD Committee's Second Rulemaking Session Results in Consensus on Accountability Framework ACE | Jan. 12, 2026 ED Panel Signs Off on New Earnings Test  Inside Higher Ed | Jan. 9, 2026 Negotiators Reach Consensus on Pell Regulations  ACE | Dec. 15, 2025 Consensus Reached on Workforce Pell, Earnings Test Looms Inside Higher Ed | Dec. 15, 2026

Recorded by A. L. Nielsen for Poem-a-Day, a series produced by the Academy of American Poets. Published on January 16, 2026. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poets.org⁠

The Tenpenny Files – For decades, dissent on climate has been dismissed as dangerous. Geologist Gregory Wrightstone challenges that narrative, examining data behind climate claims, questioning consensus, and confronting censorship. He argues that warming and rising CO₂ support human and ecological prosperity, while fear-driven policies reshape education, economics, and public discourse with lasting consequences...

Guests: Judy Dempsey and Thaddeus Matter. Dempsey explains that the EU lacks a cohesive strategy for Iran despite a consensus on increasing sanctions. Regarding Ukraine, she highlights staggering divisions among European states as the U.S. withdraws military help. Dempsey notes a ceasefire remains unlikely because Russia currently has no interest in negotiations.1813 ALEXANDER I OF RUSSIA AND FAMILY

上周 Diane 在拉斯维加斯参加了一年一度的「科技春晚」-- 国际消费品电子展 （CES）。2026 年的 CES 给人一种略显反差的感受：趋势已经在台上被讲清楚了，但产品仍然在路上。一方面，在中央舞台上，英伟达、AMD 等公司已经把未来几年的技术路线、基础设施与生态叙事铺陈完毕，而在展馆中，很难看到真正「范式级」的 AI 原生产品。 在展会上，我们也邀请了一位长期深耕控制系统与基础设施层的创业者，从工程与系统视角重新审视 CES：机器人为什么「看起来很热，但离大规模交付还很远」？芯片、服务器、工业系统与 AI 基础设施有哪些创新的机会？在这轮 AI 浪潮中，中国公司面临的机会与风险又是什么？ 希望这期节目能帮你看清展会背后的趋势与挑战。 本期人物 秦井武，优联智能创始人兼 CEO 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 主要话题 [02:37] 最大感受：趋势已经在主会场完成，英伟达「抢占的不是发布窗口，而是生态高地」 [04:30] 展馆里的反差：AI 原生、范式级产品稀缺，更多是升级、叠加与工程改进 [08:10] 产品之外，讲故事和营销能力成了新竞争力 [08:34] 一些有趣的小产品：AI 对话口罩、Pebble 手表复活背后的故事 [10:24] 成熟赛道的高度内卷，产品创新但并不意外 [12:30] 工业自动化视角看 CES：机器人、AI、系统与交付能力的真实差距 [15:07] 为什么今天的具身机器人更像“工程玩具”？ [17:43] 芯片之外，生态、服务器、系统能力是刚需 [19:09] 传统工业机器人正在被 AI 重构：封闭系统走向学习型系统的关键拐点 [24:00] AI 基础设施需求爆发，数据中心、控制系统、供电与冷却成为核心机会 [25:29] 在 AI Infra 时代，新玩家与巨头站在同一起跑线 [26:00] 一句话总结：趋势已经非常清楚了，但产品还在路上 2026 香港 Consensus 大会 在 2025 年首次亚洲举办、门票售罄之后，「Consensus大会」将于 2 月 10 日至 12 日回归香港，并以更大的规模亮相。本届大会预计汇聚来自 100 多个国家的 15,000 余名行业参与者和 6,000 多家企业，覆盖资本、技术、监管与应用等多个层面，被视为连接全球资本与亚太创新的重要平台。三天高密度交流，帮助你快速把握行业走向，捕捉真实的市场信号。诚邀你来到香港，与全球建设者一起，站在这轮变革浪潮的前沿。 如果你也有兴趣参与到香港「Consensus大会」(https://sourl.co/tZ3Chn ）中 ，欢迎点击链接购票（https://sourl.co/zD5myC ），输入「SHENGFM」获得「科技早知道」专属折扣！ Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/biGyk45g.jpeg 幕后制作 监制：Yaxian 后期：迪卡 运营：George 设计：饭团 商业合作 声动活泼商业化小队，点击链接直达声动商务会客厅（https://sourl.cn/9h28kj ），也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼目前开放商务合作实习生、社群运营实习生和 BD 经理等职位，详情点击招聘入口详情点击招聘入口 (https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh?from=from_copylink) 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡 (https://www.xiaoyuzhoufm.com/podcast/60de7c003dd577b40d5a40f3)、声东击西 (https://etw.fm/episodes)、吃喝玩乐了不起 (https://www.xiaoyuzhoufm.com/podcast/644b94c494d78eb3f7ae8640)、反潮流俱乐部 (https://www.xiaoyuzhoufm.com/podcast/5e284c37418a84a0462634a4)、泡腾 VC (https://www.xiaoyuzhoufm.com/podcast/5f445cdb9504bbdb77f092e9)、商业WHY酱 (https://www.xiaoyuzhoufm.com/podcast/61315abc73105e8f15080b8a)、跳进兔子洞 (https://therabbithole.fireside.fm/) 、不止金钱 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 科技早知道 https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/81NaqVaT.jpg 欢迎扫码添加声小音，在节目之外和我们保持联系。 Special Guest: 秦井武.

Brett Hillard turns to two very different industries while offering strong insights for each. On defense, he favors "early stage" tech companies with signs of profitability. As Brett explains, just mind the length of government contracts. He later touches on the supply restraints in real estate and why they won't shift anytime soon. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Dr. Robert W. Malone returns to The Illusion of Consensus podcast for a wide ranging discussion on vaccine policy, ACIP decisions, hepatitis B guidance, influenza vaccine effectiveness, cannabis rescheduling, and the future of US public health under new executive directives. Malone breaks down recent ACIP votes, media misinformation, informed consent, and why the US childhood vaccine schedule may move closer to models used in Denmark and other countries. The conversation also explores pharmaceutical influence, medical ethics, mandates versus choice, and the implications of reclassifying cannabis for research and treatment. This episode offers an in depth look at the power struggles shaping modern health policy and the data debates driving them.Links:SpotifyAppleYouTubeRumbleTimestamps:00:00 Intro00:46 Robert Malone Returns and Discussing Jay Bhattacharya07:17 Hepatitis B Vote Explained24:48 Why Hepatitis B Exploded in the USA31:52 Changing to Denmark Vaccine Schedule40:44 Aluminum Safety Concerns48:14 Would the Denmark Model Work? & Dr. Jake Scott55:50: How to Enforce Laws & Pharma Industry Exposed01:06:04 Cannabis Rescheduling & Alex BerensonSupport The Illusion of Consensus!The Illusion of Consensus is a fully reader-supported publication. If you support the high-quality mental health and wellness journalism on this site, consider becoming a paid or founding member to receive exclusive articles, early-access episodes, and ask questions for future episodes. Or support The Illusion of Consensus with a one-time donation. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.illusionconsensus.com/subscribe

For episode 234, we're excited to welcome Yaniv Tal, a legendary builder who has helped shape the foundations of Web3 as we know it. Yaniv is the co-founder and former CEO of The Graph, one of the most critical pieces of decentralized infrastructure in the ecosystem, powering tens of thousands of applications across Web3. Today, he's building Geo, a project focused not on scaling transactions, but on rebuilding trust, knowledge, and coordination on the internet itself.In today's episode you'll learn:

In this episode, I talk about the feedback fallacy and why most feedback does not actually help you improve. A lot of feedback is just noise, shaped by people's emotions, biases, timing, and fear of telling the truth. If you don't know how to filter it, feedback will weaken you instead of sharpen you. I explain the difference between real, useful feedback and polite or fake opinions. This is about learning who to listen to and when to ignore the noise. Show Notes: [03:37]#1 Feedback usually reflects the giver more than a receiver.  [08:07]#2 Consensus does not equal competence. [13:45]#3 Feedback without context is useless. [22:20] Recap Episodes Mentioned: 2994: How & When To Offer Unsolicited Advice Next Steps: --- Power Presence is not taught. It is enforced. If you are operating in environments where hesitation costs money, authority, or leverage, the Power Presence Mastermind exists as a controlled setting for discipline, execution, and consequence-based decision-making. Details live here: http://PowerPresenceProtocol.com/Mastermind  This Masterclass is the public record of standards. Private enforcement happens elsewhere. All episodes and the complete archive: → WorkOnYourGamePodcast.com 

Join us for a deep dive into All Core Devs - Consensus (ACDC) #227. This meeting focuses on the technical coordination for Ethereum upgrades: Glamsterdam and Hegotá. Resources Agenda & Issues: ⁠https://github.com/ethereum/pm/issues/1844

The start of the year is always a convenient time to think about consensus risk. Market watchers have all updated their forecasts and published their year ahead pieces. For the first episode of Street Signals in 2026, host Tim Graf, head of Macro Strategy for EMEA, carries on a tradition in going through a few of the most prominent consensus outlooks, mapping them to the message from our proprietary indicators and highlighting opportunities to go with or against the herd.See omnystudio.com/listener for privacy information.

In this episode of the JIMD Podcast, we explore manganese transporter disorders with Dr Karin Tuschl, Dr Suvasini Sharma and Prof John Spencer, covering clinical red flags, MRI clues, EDTA chelation, and the urgent search for safer, oral treatments for hypermanganesemia with dystonia. Consensus of Expert Opinion for the Diagnosis and Management of Hypermanganesaemia With Dystonia 1 and 2 Sherry Fang, et al https://doi.org/10.1002/jimd.70031 Removal of Toxic Metabolites—Chelation: Manganese Disorders Hendrik Vogt, et al https://doi.org/10.1002/jimd.70107

Dr. Travis Morrell, chair of Colorado Principled Physicians and a senior fellow at Do No Harm Medicine, joins me to pull back the curtain on what he calls the "medical mafia"—the intricate web of organizations led by the American Medical Association that manufactures the illusion of consensus on controversial medical practices, particularly pediatric sex trait modification.We explore how the AMA maintains its power despite only 15% of American doctors being members. The answer lies in a government-mandated monopoly: the AMA holds the copyright on CPT codes—the procedural codes every healthcare provider in the country must use to bill insurance and Medicare. This generates hundreds of millions in revenue annually, which the AMA then uses to lobby politicians, influence other medical organizations, and train activists within specialty societies to align with their positions.Travis explains how this money flows into shadow organizations like Race Forward to push diversity, equity, and inclusion initiatives that ultimately tie back to gender ideology in medicine. We discuss the physical harms of cross-sex hormones on women—including vaginal atrophy, pelvic floor dysfunction, and incontinence affecting over 95% of female patients on testosterone—and why Travis compares these effects to female genital mutilation. We also discuss what everyday people and physicians can do to push back against this institutional capture, and why speaking up—even privately—is a moral duty.Travis Morrell, MD, MPH, is a dad, husband, and physician. A lifelong learner to a fault, his postgraduate medical training in five specialty departments and medical leadership gives him a broad perspective of his profession. He is published in the top journals of multiple fields and in popular media. Dr. Morrell is a Senior Fellow at Do No Harm Medicine. He is Chair of Colorado Principled Physicians, a grassroots organization of physicians promoting evidence-based medicine and classical liberal values.The X thread mentionedX: @MorrellMDmphProtect Kids ColoradoColorado Principled PhysiciansStop the Harm Database[00:00:00] Start[00:00:46] Introducing Dr. Travis Morrell[00:09:30] The AMA's $450 Million Empire and CPT Code Monopoly[00:17:34] How the AMA Controls Other Medical Organizations[00:30:53] Who's Driving the Gender Ideology Agenda[00:44:35] Cross-Sex Hormones as Female Genital Mutilation[00:49:06] Physical Harms of Testosterone on Women[01:07:01] What Doctors and Patients Can Do[01:10:51] Why Doctors Alone Won't Save the Day[01:17:43] Compassion for Affected Kids and Families[01:18:47] Where to Find Dr. Travis MorrellROGD REPAIR Course + Community gives concerned parents instant access to over 120 lessons providing the psychological insights and communication tools you need to get through to your kid. Now featuring 24/7 personalized AI support implementing the tools with RepairBot! Use code SOMETHERAPIST2026 to take 50% off your first month.PODCOURSES: use code SOMETHERAPIST at LisaMustard.com/PodCoursesTALK TO ME: book a meeting.PRODUCTION: Looking for your own podcast producer? Visit PodsByNick.com and mention my podcast for 20% off your initial services.SUPPORT THE SHOW: subscribe, like, comment, & share or donate.Watch NO WAY BACK: The Reality of Gender-Affirming Care. Use code SOMETHERAPIST to take 20% off your order.MUSIC: Thanks to Joey Pecoraro for our song, “Half Awake,” used with gratitude & permission.ALL OTHER LINKS HERE. To support this show, please leave a rating & review on Apple, Spotify, or wherever you get your podcasts. Subscribe, like, comment & share via my YouTube channel. Or recommend this to a friend!Learn more about Do No Harm.Take $200 off your EightSleep Pod Pro Cover with code SOMETHERAPIST at EightSleep.com.Take 20% off all superfood beverages with code SOMETHERAPIST at Organifi.Check out my shop for book recommendations + wellness products.Show notes & transcript provided with the help of SwellAI.Special thanks to Joey Pecoraro for our theme song, “Half Awake,” used with gratitude and permission.Watch NO WAY BACK: The Reality of Gender-Affirming Care (our medical ethics documentary, formerly known as Affirmation Generation). Stream the film or purchase a DVD. Use code SOMETHERAPIST to take 20% off your order. Follow us on X @2022affirmation or Instagram at @affirmationgeneration.Have a question for me? Looking to go deeper and discuss these ideas with other listeners? Join my Locals community! Members get to ask questions I will respond to in exclusive, members-only livestreams, post questions for upcoming guests to answer, plus other perks TBD. ★ Support this podcast on Patreon ★

Derek Moore is joined by Shane Skinner, Mike Snyder, and yup Jay Pestrichelli makes an appearance to give our 2026 predictions. Where will markets, the economy, gold, the dollar, the fed, interest rates, bitcoin, recession, oil, bitcoin and much more plus a look back at who got 2025 right.   2026 Year End S&P 500 Index Targets VIX high for 2026 10 Year Treasury predictions Where will Bitcoin end 2026? Where will Oil, Gold, & the US Dollar End land in 2026? Outliers amongst the group and some consensus Why you shouldn't trade off these Why committing to strategies rather than trying to time markets is the way 2025 Predictions and who was right and who was wrong The challenge in trying to predict markets When will the last Fed rate change happen next year? Where do interest rates wind up landing? What about GDP and CPI Inflation forecasts for 2026?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com    

In this episode of The Venture Capital Podcast, Jon Bradshaw and Peter Harris are joined by Stine Mølgaard Sørensen, Partner at Alliance VC, a Nordic early-stage fund focused on AI.Stine—an operator and repeat founder turned investor—shares how Nordic venture approaches contrarian vs consensus investing, why Scandinavia can be a powerful “safe launchpad” for startups, and what founders should consider when scaling beyond Europe. The conversation also tackles a question most investors avoid: when should a board member step down—and how do you make that change without blowing up relationships?They also discuss Alliance VC's portfolio, including 1X (humanoid robots) and Superside, plus what it takes to build real conviction early.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

In this episode, I'm joined by Dr. Christine Funke, glaucoma surgeon and lead author of the Interventional Glaucoma Consensus Treatment Protocol, for a timely and practice-shaping conversation on the future of glaucoma management.We explore how interventional approaches are redefining the standard of care—shifting treatment earlier, improving consistency in clinical decision-making, and driving better outcomes for patients. Whether you're a clinician navigating evolving glaucoma strategies or a patient seeking clarity and confidence in your care, this conversation offers meaningful insight into where glaucoma treatment is headed next.

In this conversation, Rav and Loch Kelly explore the intersection of mindfulness and psychotherapy. They discuss practical steps for experiencing non-duality, the importance of integrating mindfulness with psychotherapy, and the role of agency and free will in personal development. Loch shares his personal journey into meditation and psychotherapy, highlighting the significance of understanding consciousness and the “true self.” The conversation emphasizes the need for a balanced approach to healing and enjoyment in life, and how different meditation methods can lead to various experiences. The discussion emphasizes the significance of living awake in the world, integrating spiritual practices into daily life, and making wise decisions from a place of authenticity and trust.Apple linkSpotify linkYouTube link(Available on all other podcast platforms too)Timestamps:00:00 – Intro00:59 – Who Is Loch Kelly?06:05 – How Meditation And Therapy Differ10:30 – Discovering Awareness Through Sport14:20 – Losing A Parent And Opening Up18:10 – Psychedelics And Consciousness Explained26:30 – Why Spiritual Bypass Causes Problems34:10 – When Meditation Fails Emotionally41:16 – Agency Free Will And Mental Health57:50 – What Is ‘The Self' In IFS01:23:00 – Noticing The Anxious Part01:27:30 – The Root Of Dissatisfaction01:36:30 – A Meditation01:48:30 – Why Pure Awareness Is Not Enough02:03:47 – Making Wise Decisions From The SelfI highly recommend you download Loch Kelly's ‘Mindful Glimpses' App here:https://lochkelly.org/mindful-glimpsesSupport The Illusion of Consensus!The Illusion of Consensus is a fully reader-supported publication. If you support the high-quality mental health and wellness journalism on this site, consider becoming a paid or founding member to receive exclusive articles, early-access episodes, and ask questions for future episodes. Or support The Illusion of Consensus with a one-time donation. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.illusionconsensus.com/subscribe

Christian Brose, President and Chief Strategy Officer at Anduril Industries and author of The Kill Chain: Defending America in the Future of High-Tech Warfare, joins the show to talk about American industry and the future of war. ▪️ Times 02:26 Erosion of Military Advantage 11:11 The Nature of the Problem 16:42 Consensus and Urgency 21:01 Learning the Right Lessons in Ukraine 25:32 Scaling Up for the Offense 31:23 Leveraging AI for Defense 38:07 Will Liberal Arts and Humanities Win? 41:56 Arsenal-1 47:31 Silicon Valley and Defense 52:24 Collaborative Combat Aircraft Follow along on Instagram, X @schoolofwarpod, and YouTube @SchoolofWarPodcast Find more content on our School of War Substack

What happens when a historian who loves the American presidency is faced with a president like Donald Trump? We discuss the HBO documentary THE SOUL OF AMERICA (2020), about Joe Biden's favourite historian, Jon Meacham, as he struggles to make sense of the Trump era. Join us on Patreon for an extra episode every week - https://www.patreon.com/michaelandus "The Man Who Loved Presidents" by Thomas Frank - https://harpers.org/archive/2021/07/jon-meacham-thomas-frank-soul-of-america/ "The End of Resistance History" by Charlotte E. Rosen - https://proteanmag.com/2025/01/20/the-end-of-resistance-history/ "The Fight for the Four Freedoms" by Harvey J. Kaye - https://www.simonandschuster.ca/books/The-Fight-for-the-Four-Freedoms/Harvey-J-Kaye/9781451691443 "Take Hold of Our History" by Harvey J. Kaye - https://www.collectiveinkbooks.com/zer0-books/our-books/take-hold-of-our-history Our two previous episodes on Michael Moore Hates America (2004) https://soundcloud.com/michael-and-us/episode-8-michael-moore-hates-america https://www.patreon.com/posts/300-300th-61042533

In this episode of Devolution Power Hour, Jon Herold and Chris Paul unpack the escalating psychological warfare playing out across media, politics, and the so-called conservative movement. The conversation moves through the coordinated infighting on display at AmFest, the push to manufacture consensus around preferred political successors, and the growing efforts to delegitimize President Trump from both inside and outside the movement. They examine how psyops operate by shaping perception rather than truth, using examples ranging from influencer politics and election narratives to Epstein-related distractions and foreign policy manipulation. The episode also explores emerging technology narratives, fusion energy announcements, Space Force milestones, and the deeper implications of parallel systems being built beneath the surface. Throughout, Jon and Chris emphasize discernment, personal sovereignty, and the importance of recognizing manipulation before choosing whether to engage or opt out entirely.

ROME VS. CARTHAGE: DESTINY, TRAGEDY, AND THE CONSENSUS FOR WAR Colleague Professor Edward J. Watts. The conflict between Rome and Carthage is symbolized by the tragedy of Dido, representing the incompatibility of their powers. Despite Hannibal's devastating victories, the Roman Republic prevailed through a political system that prioritized consensus and collective sacrifice, allowing them to endure immense losses without surrendering. NUMBER 11 1900 CARTHAGE

Rep. Lindsay Sabadosa: political and budget consensus?. by WHMP Radio

Turkel outlines his collaboration with US leaders, including Matt Pottinger and Nancy Pelosi, to secure sanctions and a formal genocide designation. He highlights the bipartisan consensus against Beijing's abuses, noting that his effective advocacy on the US Commission on International Religious Freedom led China to sanction him personally 1967 RED GUARD

Gov. Beshear talks about the state's budget shortfall, Democrats hold onto a seat in the Kentucky senate, Kentucky's Make America Healthy Again Task Force submits its policy recommendations, and a community theatre group in Barren County celebrates a big milestone.

Evolutionary psychologist Geoffrey Miller joins Rav on the Illusion of Consensus for a deep exploration of Gen Z's crisis of sex, dating, and relationships, unpacking why modern courtship is failing and how evolutionary instincts still shape today's mating market. Miller breaks down the rise of incel culture, the psychology of attraction, the impact of dating apps, and practical strategies young men can use to build confidence, social skills, and real-world romantic success. This conversation moves from societal trends to actionable insights on approaching women, navigating rejection, and understanding human mating psychology with clarity and honesty. A candid and highly informative session with Geoffrey Miller on how young people can thrive in a transformed romantic landscape.Follow Geoffrey on X: https://x.com/primalpolyTime-stamps: 00:00 – Intro05:55 – Queer Identity + Gen Z's Sexual Recession Unpacked13:25 – Sapiosexuals and Social Categories20:40 – What Intelligence Really Signals in Dating27:55 – Phones, Isolation, and the Collapse of Social Skills35:10 – Dating Apps and the New Mating Inequality42:25 – How Rejection Creates Modern Incel Psychology49:40 – Low-Stakes Flirting and Building Social Confidence56:55 – Approaching Women Without Creeping Them Out1:04:10 – Standards, Risk, and Smarter Short-Term Choices This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.illusionconsensus.com/subscribe

Abdel is one of the most prolific developers in the Zero Knowledge space. Since our conversation in September, he was able to accomplish so much that he requested another interview to talk about it. So what happened with ZK STARKs that is so important? Time stamps: 00:01:04 Podcast Introduction & Sponsor Acknowledgments 00:02:15 Vlad's Rant on Bitcoin Media & Podcast Landscape 00:03:24 Bitcoin Takeover Podcast Mission & Seven-Year Anniversary 00:04:39 Transition to Abdel's Updates & ZK-STARKS 00:05:44 Abdel's Zcash & Bitcoin Proposals 00:07:00 Comparing Bitcoin and Zcash Community Reactions 00:08:36 Altcoins as Experimentation Grounds 00:11:23 Scaling, Rollups, and Drivechains 00:13:10 Abdel's Proposal for Native STARK Verification 00:17:19 Zcash's TDE and Layer 2 Possibilities 00:19:22 ZK-Rollups, Privacy, and Regulatory Pressures 00:21:02 Government Surveillance & KYC Concerns 00:24:26 Cultural Stigma Around Bitcoin Privacy 00:25:34 Zcash's SEC Presentation & Institutional Acceptance 00:28:58 Debate on Privacy, Transparency, and Backdoors 00:30:00 Bitcoin's Social Layer & Governance 00:32:47 Critique of Bitcoin Perfectionism & Altcoin Dismissal 00:35:49 Bitcoin's Mission: P2P Cash vs. Store of Value 00:36:49 Learning from Ethereum & Second-Layer Innovations 00:37:24 Sponsor Plugs & BTCfi Introduction 00:40:14 BTCfi: Bitcoin Staking & Yield Mechanisms 00:46:15 Bridging BTC to StarkNet & Atomic Swaps 00:48:36 BTCfi: KYC, Permissionless DeFi, and Institutional Offerings 00:50:59 DeFi Risks & Bitcoin Staking Security 00:51:40 ZK-STARK Verifiers on Bitcoin Cash 00:53:10 Bitcoin Cash, Zcash, and Social Layer Value 00:58:54 Bitcoin Cash's Technical Innovations & Community Dynamics 01:00:04 Quantum Resistance: Investor Fears & Satoshi's Coins 01:02:29 Quantum Threat Timeline & Migration Planning 01:10:25 Quantum-Resistant Signatures & Scalability Trade-offs 01:11:20 Hard Fork vs. Soft Fork for Quantum Resistance 01:13:08 Consensus, Confiscation Proposals, and Social Risks 01:17:56 Stagnation in Bitcoin Development & Altcoin Innovation 01:23:12 Ethereum's Role in Crypto Ecosystem 01:25:24 Zcash's Dual Incentives & Institutional Recognition 01:28:08 Zcash's Future: Innovation vs. Ossification 01:30:39 Sponsor Plugs: Noones & SideShift 01:33:42 Quantum Resistance Migration: Hard Fork Efficiency 01:37:11 Bitcoin's Future: Security, Consensus, and Upgrades 01:43:09 Bull Markets, Technological Breakthroughs, and Lightning 01:45:18 Lightning's Shift to B2B & Retail Challenges 01:47:02 Bitcoin Treasury Companies & Business Models 01:49:18 Seinfeld Analogy & Bitcoin's Societal Impact 01:52:11 Magic Wand: Abdel's One Change for Bitcoin 01:54:03 Legitimate Altcoins & Project Criteria 01:57:16 Monero, Kaspa, Litecoin, and Altcoin Usefulness 02:02:06 ZK-STARKs: Complementary or Standard? 02:06:21 ZK-STARKs for Fast Bitcoin Syncing 02:10:27 Call for Wallet Integration & User Experience 02:14:08 Bull Bitcoin Wallet & Open Source Security 02:22:02 Freedom Tech, Nostr, and ZK for Sovereignty 02:26:02 ZK-STARKs: Career Opportunities & Verification 02:28:41 Outro & Listener Easter Egg

In this week's Healthcare Preview, Debbie Curtis and Rodney Whitlock join Julia Grabo to discuss what they are watching on the House floor this week.

Who would be a policymaker right now? The list of economic problems that we need to solve ranges from “very difficult” to “existential”. An ambitious new book collects the ideas of many influential economists on how to approach these challenges. But can it avoid the mistakes of previous attempts to find an economic policy consensus? Andrés Velasco and Tim Besley are two of the editors of The London Consensus. Tim Phillips joined them at The London School of Economics to ask why the book was created, how policymakers can use it, and whether we should be wary of economists bearing paradigms. Download The London Consensus. https://www.lse.ac.uk/school-of-public-policy/research/london-consensus

Agenda: https://github.com/ethereum/pm/issues/1825

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: And today – our views on what 2026 holds for the European stock market.It's Tuesday, December 9th at 10am in London.As we look ahead to 2026, there's a lot going on in Europe stock markets. From shifting economic wins to new policies coming out of Brussels and Washington, the investment landscape is evolving quite rapidly. Interest rates, profit forecasts, and global market connections are all in play.And Marina, the first question I wanted to ask you really relates to the year 2025. Why don't you synthesize your, kind of, review of the year that we've just had?Marina Zavolock: Yeah, I'll keep it brief so we can focus ahead. But the year 2025, I would say is a year of two halves. So, we began the year with a lot of, kind of, under performance at the end of 2024 after U.S. elections, for Europe and a decline in the euro. The start of 2025 saw really strong performance for Europe, which surprised a lot of investors. And we had kind of catalyst after catalyst, for that upside, which was Germany's ‘whatever it takes' fiscal moment happened early this year, in the first quarter.We had a lot of headlines and kind of anticipation on Russia-Ukraine and discussions, negotiations around peace, which led to various themes emerging within the European equities market as well, which drove upside. And then alongside that, heading into Liberation Day, in the months, kind of, preceding that as investors were worried about tariffs, there was a lot of interest in diversifying out of U.S. equities. And Europe was one of the key beneficiaries of that diversification theme.That was a first half kind of dynamic. And then in the second half, Europe has kept broadly performing, but not as strongly as the U.S. We made the call, in March that European optimism had peaked. And the second half was more, kind of, focused on the execution on Germany's fiscal. And post the big headlines, the pace of execution, which has been a little bit slower than investors were anticipating. And also, Europe just generally has had weak earnings growth. So, we started the year at 8 percent consensus earnings growth for 2025. At this point, we're at -1, for this year.Paul Walsh: So, as you've said there, Marina, it's been a year of two halves. And so that's 2025 in review. But we're here to really talk about the outlook for 2026, and there are kind of three buckets that we're going to dive into. And the first of those is really around this notion of slipstream, and the extent to which Europe can get caught up in the slipstream that the U.S., is going to create – given Mike Wilson's view on the outlook for U.S. equity markets. What's the thesis there?Marina Zavolock: Yeah, and thank you for the title suggestion, by the way, Paul of ‘Slipstream.' so basically our view is that, well, our U.S. equity strategist is very bullish, as I think most know. At this stage he has 15 percent upside to his S&P target to the end of next year; and very, very strong earnings growth in the U.S. And the thesis is that you're getting a broadening in the strength of the U.S. economic recovery.For Europe, what that means is that it's very, very hard for European equities to go down – if the U.S. market is up 15 percent. But our upside is more driven by multiple expansion than it is by earnings growth. Because what we continue to see in Europe and what we anticipate for next year is that consensus is too high for next year. Consensus is anticipating almost 13 percent earnings growth. We're anticipating just below 4 percent earnings growth. So, we do expect downgrades.But at the same time, if the U.S. recovery is broadening, the hopes will be that that will mean that broadening comes to Europe and Europe trades at such a big discount, about 26 percent relative to the U.S. at the moment – sector neutral – that investors will play that anticipation of broadening eventually to Europe through the multiple.Paul Walsh: So, the first point you are making is that the direction of travel in the U.S. really matters for European stock markets. The second bucket I wanted to talk about, and we're in a thematically driven market. So, what are the themes that are going to be really resonating for Europe as we move into 2026?Marina Zavolock: Yeah, so let me pick up on the earnings point that I just made. So, we have 3.6 percent earnings growth for next year. That's our forecast. And consensus – bottom-up consensus – is 12.7 percent. It's a very high bar. Europe typically comes in and sees high numbers at the beginning of the year and then downgrades through the course of the year. And thematically, why do we see these downgrades? And I think it's something that investors probably don't focus on enough. It's structurally rising China competition and also Europe's old economy exposure, especially in regards to the China exposure where demand isn't really picking up.Every year, for the last few years, we've seen this kind of China exposure and China competition piece drive between 60 and 90 percent of European earnings downgrades. And looking at especially the areas of consensus that are too high, which tend to be highly China exposed, that have had negative growth this year, in prior years. And we don't see kind of the trigger for that to mean revert. That is where we expect thematically the most disappointment. So, sectors like chemicals, like autos, those are some of the sectors towards the bottom of our model. Luxury as well. It's a bit more debated these days, but that's still an underweight for us in our model.Then German fiscal, this is a multi-year story. German fiscal, I mentioned that there's a lot of excitement on it in the first half of the year. The focus for next year will be the pace of execution, and we think there's two parts of this story. There's an infrastructure fund, a 500-billion-euro infrastructure fund in Germany where we're seeing, according to our economists, a very likely reallocation to more kind of social-related spend, which is not as great for our companies in the German index or earnings. And execution there hasn't been very fast.And then there's the Defense side of the story where we're a lot more optimistic, where we're seeing execution start to pick up now, where the need is immense. And we're seeing also upgrades from corporates on the back of that kind of execution pickup and the need. And we're very bullish on Defense. We're overweight the issue for taking that defense optimism and projecting out for all of Europe is that defense makes up less than 2 percent of the European index. And we do think that broadens to other sectors, but that will take years to start to impact other sectors.And then, couple other things. We have pockets of AI exposure in the enabler category. So, we're seeing a lot of strength in those pockets. A lot of catch up in some of those pockets right now. Utilities is a great example, which I can talk about. So, we think that will continue.But one thing I'm really watching, and I think a lot of strategists, across regions are watching is AI adoption. And this is the real bull case for me in Europe. If AI adoption, ROI starts to become material enough that it's hard to ignore, which could start, in my opinion, from the second half of next year. Then Europe could be seen as much more of a play on AI adoption because the majority of our index is exposed to adoption. We have a lot of low hanging fruit, in terms of productivity challenges, demographics, you know, the level of returns. And if you track our early adopters, which is something we do, they are showing ROI. So, we think that will broaden up to more of the European index.Paul Walsh: Now, Marina, you mentioned, a number of sectors there, as it relates to the thematic focus. So, it brings us onto our third and final bucket in terms of what your model is suggesting in terms of your sector preferences…Marina Zavolock: Yeah. So, we have, data driven model, just to take a step back for a moment. And our model incorporates; it's quantum-mental. It incorporates themes. It incorporates our view on the cycle, which is in our view, we're late cycle now, which can be very bullish for returns. And it includes quant factors; things like price target, revisions breadth, earnings revisions breadth, management sentiment.We use a Large Language Model to measure for the first time since inception. We have reviewed the performance of our model over the last just under two years. And our top versus bottom stocks in our model have delivered 47 percent in returns, the top versus bottom performance. So now on the basis of the latest refresh of our model, banks are screening by far at the top.And if you look – whether it's at our sector model or you look at our top 50 preferred stocks in Europe, the list is full of Banks. And I didn't mention this in the thematic portion, but one of the themes in Europe outside of Germany is fiscal constraints. And actually, Banks are positively exposed to that because they're exposed to the steepness – positively to the steepness – of the yield curve.And I think investors – specialists are definitely optimistic on the sector, but I think you're getting more and more generalists noticing that Banks is the sector that consistently delivers the highest positive earnings upgrades of any sector in Europe. And is still not expensive at all. It's one of the cheapest sectors in Europe, trading at about nine times PE – also giving high single digit buyback and dividend yield. So that sector we think continues to have momentum.We also like Defense. We recently upgraded Utilities. We think utilities in Europe is at this interesting moment where in the last six months or so, it broke out of a five-year downtrend relative to the European index. It's also, if you look at European Utilities relative to U.S. Utilities – I mentioned those wide valuation discounts. Utilities have broken out of their downtrend in terms of valuation versus their U.S. peers. But still trade at very wide discounts. And this is a sector where it has the highest CapEx of any sector in Europe – highest CapEx growth on the energy transition. The market has been hesitant to kind of benefit the sector for that because of questions around returns, around renewables earlier on. And now that there's just this endless demand for power on the back of powering AI, investors are more willing to benefit the sector for those returns.So, the sector's been a great performer already year to date, but we think there's multiple years to go.Paul Walsh: Marina, a very comprehensive overview on the outlook for European equities for 2026. Thank you very much for taking the time to talk.Marina Zavolock: Thank you, Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Chris Verrone, Head of Technical and Macro Research at Strategas, joins Double Take to unpack what investors should watch heading into 2026 — where consensus could break and how to position for the risks and opportunities.

In this week's episode, Joe and Lauri sit down to unpack the Dragula Titans Season 2 reunion—well… eventually. The reunion itself gets about ten minutes of focused airtime; the rest is pure Joe-and-Lauri chaos: bathroom disasters, awkward restaurant cats, questionable comedians, First Amendment weirdos, and one very dramatic microphone collapse. If you come for the Dragula analysis, stay for the unhinged tangent festival that only these two can deliver. Joe and Lauri agree that this reunion is better than most Dragula reunions… but still mostly a retread of old drama. The Dollya vs. the Cast confrontation sparks most of the meaningful discussion—though the Boulets' editing muddies the waters and leaves major context unexplained. The show revisits the Loris bathtub incident, but the evidence shown doesn't match the accusations levied against Dollya. Lauri notes the frustration of Dollya apologizing while the show cuts away to a separate conversation, leaving viewers without clarity. Eva's “I'll support you but from very far away” energy prompts a bigger conversation about loyalty and self-preservation among the cast. Cynthia vs. Blackberry gets rehashed, with Lauri pointing out Cynthia's selective outrage and how the logic of gameplay gets conveniently ignored. Joe observes that drag, an inherently solitary art form, doesn't always translate well to group competition—and the reunion makes that painfully clear. Consensus: great drag queens, complicated people, and a reunion that proves almost no one has changed their position since filming. A good hour of the episode is not about Dragula at all—and it's glorious. Lauri recounts accidentally blocking a mobility-impaired woman from the accessible stall, panicking, fleeing, and hiding in another restroom for ten minutes so she wouldn't have to face her. Joe immediately relates with his own “handicap seat anxiety” from the Alamo Drafthouse era. Joe updates Lauri on the search for a Christmas party venue that won't unleash a stray cat upon her.Spoiler: every promising venue apparently comes with two cats. Lauri suggests she'd rather dine among “roaming homeless men” than roaming cats. The two dig into a viral clip of a woman confronting a man over racist online comments. Lauri, horrified and impressed, wonders what possesses people to act with such intense malice online. Joe walks Lauri through the bizarre world of people who film grocery store entrances to provoke strangers into reacting on camera. A long reminiscence on: Comedians who police other comedians' material Possums falling from trees Robin Williams' unconscious joke absorption Why Lauri hates hanging out after shows A petty-cash scandal that once destroyed one of Joe's friendships Joe's microphone literally detaches mid-episode. Lauri vamped so hard she nearly passed out trying to fill dead air. The video may one day see the light of day. (No runway this week — no Ghost Host segment for reunion episodes.) Ultimately, the reunion offered: Some clarifications Some contradictions And a whole lot of cast members who still don't like each other But the real heart of the episode is Joe and Lauri spiraling into stories, ethics debates, comedy war stories, possum trauma, and moral hypotheticals about whether Lauri would turn Joe in for a crime (answer: immediately). Email: hellouglies@afterthought.mediaInstagram: @afterthoughtmediaSupport the shows: patreon.com/afterthoughtmedia Hosted by Joe Betance & Lauri Kay RoggenkampProduced and edited by Afterthought Media Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rex Galbraith has worn almost every sales hat over his 20+ year SaaS career, and for the last decade, he's helped build Consensus into the category leader for interactive demo automation. In this episode, John and Rex dive deep into why traditional product demos are failing today's buyers—and what to do instead.You'll hear how Rex and his team use unideal customer profiles (UCPs) to actively disqualify bad-fit prospects, how automating parts of the demo process frees reps to sell smarter, not harder, and why focusing on retention over acquisition is the mindset shift modern sales orgs need.Rex also opens up about leading through tough moments—rebrands, layoffs, even running the company out of a grocery store—and the values that kept him grounded through it all. If you care about sales efficiency, buyer enablement, or becoming the kind of AE who thrives in the AI era, this one's for you.Are you interested in leveling up your sales skills and staying relevant in today's AI-driven landscape? Visit www.jbarrows.com and let's Make It Happen together!Connect with John on LinkedIn: https://www.linkedin.com/in/johnbarrows/Connect with John on IG: https://www.instagram.com/johnmbarrows/Check out John's Membership: https://go.jbarrows.com/pages/individual-membership?ref=3edab1 Join John's Newsletter: https://www.jbarrows.com/newsletterConnect with Rex on LinkedIn: https://www.linkedin.com/in/rexgalbraith Check out the Consensus Website: https://goconsensus.com/

For those asking, here is the overdue podcast release of my debate with Mark Cuban on Covid mandates. We've been aggressively prioritizing promotion of your YouTube channel this past month — something we haven't done before — and we unfortunately got behind on posting on podcast platforms. Moving forward, this will not be an issue. Enjoy the debate if you'd like to listen while driving or doing other activities! SummaryIn this conversation, Mark and I engage in a fiery debate about the COVID-19 pandemic, vaccine mandates, and the implications of free speech in academia. We explore the complexities of public health decisions, the perceived biases in academic discourse, and the evolving understanding of vaccine efficacy and safety. Mark defends the necessity of vaccine mandates for protecting public health, while I raise concerns about the adverse effects and the risk-benefit analysis for young people.—Spotify linkApple link(also available on Overcast and other platforms)—Chapters00:00 Diversity in Hiring: Merit vs. Representation21:11 The Efficacy of Vaccines and Community Health27:10 Vaccine Policies Across Europe33:19 Community Responsibility and Vaccination39:12 Myocarditis Risks and Vaccine Decisions47:06 Accountability for Vaccine Mandates52:40 Understanding Myocarditis Risks: Infection vs. Vaccine58:42 The Role of Comorbidities in COVID Outcomes01:04:01 Analyzing Risk: Vaccination vs. Natural Infection01:09:52 Community Benefit vs. Individual Risk in Vaccination—The Illusion of Consensus is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.illusionconsensus.com/subscribe

Announcing the Consensus EasyA Hackathon with EasyA Co-Founders Dom and Phil Kwok. EasyA Co-Founders Dom and Phil Kwok join CoinDesk's Sam Ewen to share how to participate in the Consensus EasyA Hackathon in Hong Kong this February. Plus, they unveil what industry leaders are looking for in winning projects, from technical skill and compelling narratives to the ideal co-founder team makeup. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠⁠⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠⁠⁠ - This episode was hosted by Sam Ewen.

THE BALLER LIFESTYLE PODCAST — EPISODE 603 Hosted by: Brian Beckner & Ed Daly Support the show: patreon.com/theballerlifestylepodcast FULL SHOW NOTES (APPLE PODCAST COMPREHENSIVE EDITION) Cold Open / Welcome Back Brian returns with Episode 603 of TBLS and immediately shouts out the Patreon crew—home of Bonus Bri, emotional sobriety updates, and all the private crying he refuses to do in public. Ed Daly joins and promptly delivers breaking news about an NFL player suspended for watching porn in a team meeting… at full volume. Chaos ensues. Thanksgiving Recap & Tea Talk Brian discovers green tea and is suddenly a Tea Guy. Ed forgets his tea entirely and feels betrayed. Listener debate begins: Should grown adults realistically be drinking gravy more than once a year? (The answer is apparently controversial.) ️ Woke Up Gay Again Mug Saga Brian receives a custom “Woke Up Gay Again” mug—plus his very own “gay card”—leading to: His daughter roasting him into dust. White pants discourse. Questions about whether the mug should be kept in his wallet for emergency resuscitation. ToeCutter strikes again. RIP Segment The boys honor (and roast) the deceased: Lynn Hamilton (Sanford & Son) Grandma the Galápagos Tortoise – lived 141 years, witnessed centuries of atrocities, said nothing. Randy Jones (Padres Cy Young winner, patron saint of 70s brown-and-yellow uniforms) Fuzzy Zoeller (apparently not 97 years old, though he looked it since 1997) ️ / Sports News Browns DL Shelby Harris calls 49ers WR Jauan Jennings a “hoe” And he clarifies it. Repeatedly. Patrick Beverley accused of punching and choking his teenage sister The guys discuss: Pat Bev's history of talking more than he plays The creepiness of men policing teenage girls' sex lives Whether Jay Stew thinks athletes should have podcasts (spoiler: he doesn't) Pickleball vs. Carmel, CA Carmel considers banning pickleball because it's “too noisy.” Brian rants about temporary courts, olds blowing Achilles tendons, and why tennis is superior. Drake Maye Spotted at His Girlfriend's Adult Cheer Competition Wait—adult cheer competitions? The guys spiral into: When activities should end What counts as “aging gracefully” The disturbing traditions of Texas A&M (midnight yell practice, dungarees, kick routines) Listener Voicemails & Mailbag Ben Astounded that Brian & Ed only consume gravy once a year. Matthew Richards Asks if Ed would peek at Hitler's infamous micro-penis if gifted a time machine. (Consensus: obviously yes.) Gfish Offers to file a complaint against Jay Stew's online bullies. Toe Cuttter Sends physical mail (!) including the mug and gay card, then demands: “Loudest Comer” rankings More show minutes A commitment to being “as gay as we want to be” Loudest Comer Power Rankings Chris Farley > John Belushi Dick Vitale > Harry Caray Air Bud Cinematic Universe: likely the evil clown, not Air Bud himself David Silver's mom (90210) receives an honorable mention Non-Sports: Weird News, Sexual Disasters & Political Horrors Hitler Micro-Penis Discourse Time travel urinal etiquette. Historical dick analysis. Rasputin's jar-encased hog. RFK Jr. Felching Poetry Scandal Brian & Ed read actual RFK sext-poems involving: “Harvests” “Canyons” “Don't spill a drop” Full-on National Institute of Health–certified felching definitions Listeners are begged to call in if they've ever actually felched (unlikely, but we're listening). UK Man Hospitalized After Eating 7 Pounds of Gummy Cola Bottles Relatable to a point. Then horrifying. Hugh Hefner reportedly drank 20 Pepsis a day + 3 lbs of M&Ms The true cause of Playboy longevity? Macaulay Culkin legally changes his middle name to Macaulay Culkin The poll results are honored. Italian Man Dresses as Dead Mother to Collect Pension Mrs. Doubtfire but make it mortifying. Smokey Robinson Accused of Forcing Strangers to Touch His Erection Brian plays tracks from GASMS, Smokey's actual album filled with sex songs to confirm: Yes, this man is capable of anything. SUPPORT THE SHOW Patreon subscribers get extended dong talk + bonus content weekly. Join here: patreon.com/theballerlifestylepodcast Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Important video message for subscribers of The Illusion of Consensus!As the founder and author of this Substack I've invested in some key areas to expand its reach and visibility on various platforms like YouTube and Instagram with new strategic hirees.In the last several months since Jay has left the Substack, there has been an understandable but challenging precipitous drop in paid memberships.As I take the podcast in a new direction with focus on mental health, wellness, relationships, social health etc I hope you'll support me in my mission of shattering mainstream consensus and providing you with the highest quality tools, knowledge, and information to improve your life (mentally, socially, relationally, spiritually etc).Upcoming guests:Bret Weinstein, Robert Malone, Mattias Desmet, Jonathan Pageau, and more.Please support us now (sale extended to Cyber Monday!):* 30% off a yearly subscription:* 50% off for 90 days of monthly subscription:Alternatively, if you'd like to make a larger, one-time donation the show, here is a link where you can do so:Thank you again for being part of this community. Wishing you a great weekend with family and friends. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.illusionconsensus.com/subscribe

Detroit Lions Podcast: OT Draft Fits for the Lions November Draft Lens From the Detroit Lions Podcast It is late November and the Detroit Lions conversation already includes the NFL Draft. Playoff expectations sit high, but roster building never sleeps. The focus here is offensive tackle. Four names came up. Three look like fits for Detroit. One does not. Two earned deep dives, and both would impact the trenches in different ways. The Lions value athletic thresholds, positional movement skills, and verified testing. Measurements matter. So does tape that shows recovery, spatial control, and finish. Day 1 versus Day 2 will hinge on those numbers. Early Day 2 is a sweet spot if the board and need align. Brad Holmes has shown a willingness to maneuver when a specific player matches the profile. Caleb Tiernan's Decker-Style Fit at Left Tackle Caleb Tiernan of Northwestern checks boxes that tie directly to Taylor Decker's role. He is a left tackle with real experience and Detroit roots at Country Day. He carries a big frame at six foot seven and 329 pounds. The size looks honest. The game reflects it. Tiernan is not the smoothest mover, but he is coordinated and functional. He gets into space, engages, and finishes. He uses his length well and fires his hands with improving placement. If he loses early, he knows how to recover. That ability shows on film and matters on Sundays. The profile reads leader with grit and snarl. The style echoes Decker's steady control more than twitchy flash. On consensus boards he sits near 62. On a sharper internal board he ranks 39. That places him squarely in the second round. For the Detroit Lions, that screams early Day 2 consideration. It might be earlier than their natural slot, which invites the familiar question about moving up. Athletic testing will be important. He is the least athletic of the discussed quartet, but not a bad athlete. If the numbers clear Detroit's benchmarks, the fit stays strong. Blake Miller's Surge and a Right Tackle Contrast Blake Miller of Clemson brings a different energy. A four-year starter at right tackle with a small taste of left tackle, he is an ascending talent. The tape this season is the best he has played. Footwork pops. Hips and shoulders sync. He keeps his feet alive and wins in space. He seals corners. He down blocks with force. The athletic profile is real and functional in the open field. Miller's arc shifted from a summer fifth or sixth round projection to a top-20 grade on that same internal board. Consensus has him near 65. The weight is the pivot. He was listed at 295 in spring. He is pushing 300 now. If he hits 305 to 310 by the combine, first round is on the table. The style differs from Penei Sewell. Miller is more speed and space than pure power. That contrast can work in Detroit's ecosystem. Two tackles. Two lanes to upgrade depth and plan succession. As the Detroit Lions press forward, the offensive line remains the identity. The draft will offer answers at left tackle and right tackle. The board already hints at where to look. #DetroitLions #Lions #DetroitLionsPodcast #CalebTiernan #BlakeMiller #TaylorDecker #PeneiSewell #LeftTackle #RightTackle #EarlyDay2 #FirstRoundOnTheTable #AthleticThresholds #PositionalMovementSkills Learn more about your ad choices. Visit megaphone.fm/adchoices

Announcing Consensus x SALT Hong Kong Institutional Summit. Consensus and SALT are teaming up to host an Institutional Summit in Hong Kong. This closed-door gathering is designed for sophisticated investors and capital allocators, focusing on constructive debates and providing key insights for deploying capital into the digital asset class. Consensus Chairman Michael Lau and SALT CEO John Darsie join CoinDesk's Jennifer Sanasie to preview the event. Learn more about the Summit here. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠Figure Crypto-Backed Loan⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠https://figuremarkets.co/coindesk⁠ - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at:  ⁠⁠⁠⁠⁠⁠⁠geniusgroup.ai/coindesk-bitcoin-treasury-month/⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Jennifer Sanasie.

FOLLOW RICHARD Website: https://www.strangeplanet.ca YouTube: @strangeplanetradio Instagram: @richardsyrettstrangeplanet TikTok: @therealstrangeplanet EP. # 1282 JFK & the X-Rays that Shatter the Official Story November 22, 1963 wasn't the day democracy died—it was the day it was murdered in plain sight and autopsied with criminal fraud. Physicist Dr. David Mantik returns to Strange Planet with explosive New EVIDENCE - optical density measurements of the original JFK autopsy X-rays, proving beyond doubt that the president's head wounds were surgically altered on film before the body ever reached Bethesda. And, Cold War historian Walter Herbst reveals how the assassination wasn't chaos, but consensus policy born from covert operations and geopolitical necessity. This is the original Deep State “deep-fake”—forged evidence that still controls the narrative today. GUESTS: Dr. David Mantik, MD, PhD – A radiation oncologist and physicist who personally examined the JFK autopsy X-rays and photographs at the National Archives on nine separate occasions. Author of President John F. Kennedy: The Final Analysis, The JFK Assassination Decoded: Criminal Forgery in the Autopsy Photographs and X-Rays, and the groundbreaking new book JFK Was Killed by Consensus. His peer-reviewed optical density data proves the autopsy images were altered—making him the foremost forensic challenger to the official record. Walter Herbst – Cold War historian and author of the landmark two-volume series It Did Not Start With JFK, which traces the intelligence networks, propaganda machines, and Berlin/Cuba crises that made Kennedy's removal official—if unspoken—policy. His latest work, Last Resort Beyond Last Resort, exposes why the assassination guaranteed no second invasion of Cuba and protected NATO's flank in Berlin. Herbst doesn't peddle conspiracy theories; he documents the paper trail of the original Deep State in action. WEBSITES: https://www.facebook.com/WalterHerbstAuthor https://themantikview.org BOOKS: The Assassination of John F. Kennedy: The Finaly Analysis The JFK Assassination Decoded JFK was Killed by Consensus It Did Not Start with JFK Vols 1 & 2 Last Resort Beyond Last Resort SUPPORT OUR SPONSORS!!! FOUND – Smarter banking for your business Take back control of your business today. Open a Found account for FREE at Found dot com. That's F-O-U-N-D dot com. Found is a financial technology company, not a bank. Banking services are provided by Lead Bank, Member FDIC. Join the hundreds of thousands who've already streamlined their finances with Found. HIMS - Making Healthy and Happy Easy to Achieve Sexual Health, Hair Loss, Mental Health, Weight Management START YOUR FREE ONLINE VISIT TODAY - ⁠HIMS dot com slash STRANGE⁠ ⁠https://www.HIMS.com/strange⁠ MINT MOBILE Premium Wireless - $15 per month. No Stores. No Salespeople. JUST SAVINGS Ready to say yes to saying no? Make the switch at MINT MOBILE dot com slash STRANGEPLANET. That's MINT MOBILE dot com slash STRANGEPLANET ⁠BECOME A PREMIUM SUBSCRIBER!!!⁠ ⁠https://strangeplanet.supportingcast.fm⁠ Three monthly subscriptions to choose from. Commercial Free Listening, Bonus Episodes and a Subscription to my monthly newsletter, InnerSanctum. Visit ⁠https://strangeplanet.supportingcast.fm⁠ Use the discount code "Planet" to receive $5 OFF off any subscription. We and our partners use cookies to personalize your experience, to show you ads based on your interests, and for measurement and analytics purposes. By using our website and services, you agree to our use of cookies as described in our Cookie Policy. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://strangeplanet.supportingcast.fm/