Podcasts about consensus

Making decisions based on a group's approval

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Latest podcast episodes about consensus

KONCRETE Podcast
#426 - "I Scanned Egypt's Labyrinth & the Results Got Me Exiled" (Scans Revealed) | Louis De Cordier

KONCRETE Podcast

Play Episode Listen Later Aug 28, 2026 155:49


Watch every episode ad-free & uncensored on Patreon: https://patreon.com/dannyjones Louis de Cordier is a Belgian researcher who led the 2008 Mataha Expedition looking for the Lost Labyrinth of Egypt. When he published the results in a scientific journal, he was blacklisted from Egypt. SPONSORS https://whiterabbitenergy.com/?ref=DJP - Use code DJP for 20% off. EPISODE LINKS https://labyrinthofegypt.substack.com *NEW* DJP MERCH https://dannyjonespodcast.com FOLLOW DANNY JONES https://www.instagram.com/dannyjones https://twitter.com/jonesdanny OUTLINE 00:00 - The expedition that got Louis banned from Egypt 02:14 - Why Egypt's labyrinth is history's biggest mystery 05:03 - The Mataha Expedition 11:20 - Egypt was afraid of Louis' findings 17:46 - Louis' expedition was a national security threat 19:58 - The 1820 river canal that flooded the Egyptian labyrinth 24:52 - Consensus denies a labyrinth exists in Hawara 27:51 - They're excavating Egypt's labyrinth right now 33:39 - 2015 scans of the labyrinth 40:34 - 40m metallic object detected in Egypt's labyrinth 47:58 - Labyrinth's object could be a "circle of gold" 54:14 - How old the labyrinth could be 56:46 - New excavation methodologies to explore the labyrinth 01:01:48 - The Biondi scans might validate "power plant" theory 01:11:49 - Egypt's view on the Biondi scans 01:20:31 - The Pyramids WEREN'T tombs 01:25:54 - Newest study on Egyptian vases 01:32:39 - The Serapeum of Saqqara 01:37:43 - The Pyramids are older than we're told 01:43:49 - New excavations at Gobekli Tepe 01:47:42 - The Biblioteca del Sol 01:53:59 - Henrik Svensmark's cosmic ray research 02:00:29 - Younger Dryas was a cataclysmic solar event 02:09:41 - Earth Expansion Theory 02:15:33 - Louis' beekeeping project 02:21:10 - Mankind does not survive without bees 02:29:00 - Next steps in Louis' research Learn more about your ad choices. Visit podcastchoices.com/adchoices

FLF, LLC
How To Understand The Mustache Man & Destroy The Postwar Consensus [Reformation Red Pill]

FLF, LLC

Play Episode Listen Later Aug 25, 2026 26:46


CLUB MEMBERSHIP: https://reformationredpill.com/products/reformation-red-pill-club-membership Email: Joshua@reformationredpill.com - Joshua Haymes reacts to a video and hones in on the post-war consensus and how America has fabricated and anti-mustache man idolatrous religion. Watch full original video: https://www.youtube.com/watch?v=aRijAUaxcFQ - -Our Wonderful Sponsors: -Paleo Valley: Head to www.paleovalley.com/reformationredpill (https://paleovalley.com/promos/reformation-multi-product-page?utm_source=podcast&utm_campaign=reformation) for 15% off your first purchase. - Montana Coffee Co. https://www.montanacoffeecompany.online/standforsomething?utm_source=rrp&utm_medium=cpc&utm_campaign=youtube&utm_id=RRP+Partnership Code: reformation - Get your Christian Nationalism pin here: https://reformationredpill.com/products/christian-nationalism-flag-pin?variant=47896671518910

VETgirl Veterinary Continuing Education Podcasts
2026 Veterinary Consensus Definitions and Prognosis: Sepsis andamp; Septic Shock | VETgirl Veterinary Continuing Education Podcasts

VETgirl Veterinary Continuing Education Podcasts

Play Episode Listen Later Aug 24, 2026 21:18


In today's VETgirl online veterinary continuing education podcast, we're talking about the new veterinary sepsis definitions. Having clear definitions is crucial in making sure we're talking about the same type and severity of disease. Until now, our veterinary sepsis definitions have been largely adapted from human medicine. But let's be honest, our patients who have a talent for hiding illness don't always follow the same rules as humans. Having veterinary-specific definitions gives researchers a more consistent way to compare patients and studies, while giving clinicians a stronger foundation for recognizing sepsis, assessing illness severity, and shaping both today and tomorrow’s treatment recommendations.

Becker’s Healthcare Podcast
Leading With Grace, Data and Consensus with Asbel Montes

Becker’s Healthcare Podcast

Play Episode Listen Later Aug 23, 2026 19:46 Transcription Available


In this episode, Asbel Montes, Co-Founder and Managing Partner, Solutions Group Services, discusses the future of healthcare through the lenses of data, physician leadership and consensus-driven decision making. He also shares insights from his book In Plain Sight, emphasizing grace, transparency and leadership principles that foster stronger teams and better outcomes.

The Manila Times Podcasts
NEWS: Consensus on afternoon impeach trial reached | August 22, 2026

The Manila Times Podcasts

Play Episode Listen Later Aug 22, 2026 2:02


NEWS: Consensus on afternoon impeach trial reached | August 22, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

What's Next! with Tiffani Bova
Rethinking How Teams Work with Karina Mangu-Ward

What's Next! with Tiffani Bova

Play Episode Listen Later Aug 20, 2026 26:56


Welcome to the What's Next! Podcast with Tiffani Bova.    This week I'm joined by Karina Mangu-Ward, organizational design expert and author of Teams That Meet The Moment. Karina has worked with organizations ranging from PepsiCo and Chanel to Planned Parenthood and the Sundance Institute. Her work challenges a fundamental assumption about performance: that the individual is the unit we should be trying to optimize. I'm excited to share this conversation with her.   THIS EPISODE IS PERFECT FOR…entrepreneurs, founders, and business leaders looking to build stronger and more effective teams.   TODAY'S MAIN MESSAGE…organizations often try to solve performance problems by focusing on individuals: hiring a superstar, coaching an underperformer, or replacing someone on the team. But Karina argues that the real issue is often the system surrounding those individuals. She explains why teams, rather than individuals, are the true unit of value creation and how shared language, clear decision rights, and better teaming practices can help organizations move faster and learn more effectively. In this conversation, we also explore what happens when AI agents become part of the team and why automating a broken process can simply make the problem bigger.   KEY TAKEAWAYS: Teams, not individuals, are the true unit of performance. Consensus isn't always the goal; decisions need clarity and momentum. Clear decision rights can make teams faster and more effective. AI amplifies the need for strong processes, roles, and collaboration.   WHAT I LOVE MOST…this conversation challenges the instinct to always look at the individual when something isn't working. Sometimes the most important thing to fix isn't the person, it's the way the team is designed to work together. And as AI changes how work gets done, that lesson is only becoming more important.   Running Time: 26:55   Subscribe on iTunes   Find Tiffani Online: LinkedIn Facebook X    Find Karina Online: LinkedIn Newsletter   Karina's Book:  Teams That Meet the Moment: 9 Practices for Unlocking Performance and Growth in Uncertain Times

Renegade Talk Radio
Episode 934: Alex Jones Bessent Reinstitutes Quantitative Easing After Consensus Forms Economic Collapse On Horizon! Iran Planning Missile Attacks On European Bases

Renegade Talk Radio

Play Episode Listen Later Aug 19, 2026 120:17


 Bessent Reinstitutes Quantitative Easing After Consensus Forms Economic Collapse On Horizon! Iran Planning Missile Attacks On European Bases! Trump Takes Double Blows In FL & Third In WY! Plus, DSA Calls For Overthrow Of US

The Modern Manager: Create and Lead Successful Teams
421: The Difference Between Consensus and Agreement That's Costing You Decisions

The Modern Manager: Create and Lead Successful Teams

Play Episode Listen Later Aug 18, 2026 7:33


Picture a room stuck for three weeks on one sentence for a new policy. Half the team wants a rule tight enough to enforce, the other half wants it loose enough to survive real life. Nobody's wrong, and nobody's moving. This episode breaks down why chasing full agreement kills decisions, why forcing a vote kills them slowly in the background, and the three questions that get a group to something everyone can actually stand behind.Conversation Topics(00:00) Introduction(01:39) Redefining Consensus: It's Not About Full Agreement(02:27) The Two Traps: Endless Debate vs. Forced Votes(03:57) The Three Questions That Break the Deadlock(05:19) Why Silence Isn't the Same as Consent(06:13) How to Apply This in Your Next Tough DecisionAdditional Resources✨ Read the full transcript: https://docs.google.com/document/d/1khG9LS-iuWW5Re14TuclvVFKzx8FSdo7xlFiWGsf_JI/edit?usp=sharing✨ Follow me on Instagram: https://www.instagram.com/leadershipwithmamie/✨ Visit my website for more: https://www.themodernmanager.com/✨ Subscribe to my YouTube channel: https://www.youtube.com/channel/UC7jhYz8b16g1SsLia4EhO5w?sub_confirmation=1Join my newsletter to get episodes and key takeaways delivered directly to your inbox: https://www.themoddernmanager.comThe Modern Manager is a leadership podcast that helps you close the gap between knowing what good management is and actually doing it. Follow The Modern Manager on your favorite podcast platform so you never miss an episode!#Leadership #TeamCommunication #Consensus #DecisionMaking #ManagementTips #WorkplaceCulture #TeamLeadership #ConflictResolution

Super-Spiked Podcast
EP225: Long-Takes From The Road: Countering Consensus Corporate Strategy Narratives

Super-Spiked Podcast

Play Episode Listen Later Aug 15, 2026 10:30


WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a moderately edited transcript using the blue Download buttons below.We have an audio only post due to some travel this week. One of the best parts of not being a covering equity analyst anymore is not having to process the deluge that is quarterly earnings season. But we have kept the discipline of reading transcripts for a wide swath of companies. As always, we want to provide our longer-term perspectives on the sectors and corporate strategy. Here are six areas where we would most push against what we think are consensus narratives.* Resist pro cyclical capital return narratives, especially in deeply cyclical sectors like we know exists in refining. * Differentiate companies that might be in need of restructuring, typically exemplified by having sub-scale businesses that are earning sub-par returns on capital, versus believing every non-pure play needs to become one. * The Strait of Hormuz may never return to pre-war “normal.” * What are the growth opportunities companies should be leaning into?* Power sector growth is economic growth. Economic growth is geopolitical security. * We are concerned about energy policy risk in the United States. There is no more important sector in the world than those involved in energy and power. It's a hedge to Tech. It's an enabler of tech growth. It's a geopolitical hedge. It's about as exciting a time as we have experienced in our 34-year career. Even now, reading upwards of 80-90 earnings season transcripts is borderline fun.

Fescoe in the Morning
NFL's First Power Rankings and Consensus O-Line Rankings

Fescoe in the Morning

Play Episode Listen Later Aug 14, 2026 19:51


NFL's First Power Rankings and Consensus O-Line Rankings full 1191 Fri, 14 Aug 2026 13:41:53 +0000 bXXj8wIb8nEdc5lYIQ9UMU6tG2eNHrNv nfl,kansas city chiefs,sports Fescoe & Dusty nfl,kansas city chiefs,sports NFL's First Power Rankings and Consensus O-Line Rankings Fescoe & Dusty are huge fans of Kansas City sports and the people of Kansas City who make it the great city it is. Start your morning with us from 6-10 as we talk all things Chiefs, Royals, Jayhawks, and more, with plenty of tangents along the way! 2024 © 2021 Audacy, Inc. Sports https://player.amperwavepodcasting.com

Dynasty Nerds Podcast | Dynasty Fantasy Football
Top 12 Consensus WRs in Dynasty | Dynasty Fantasy Football Podcast Ep. 882

Dynasty Nerds Podcast | Dynasty Fantasy Football

Play Episode Listen Later Aug 12, 2026 67:50


Wide receiver week rolls on, and the top of the dynasty board is starting to feel a lot less settled than it looks. On this episode of the Dynasty Nerds Podcast, Rich Dotson, Matt O'Hara, and Garret Price build their consensus top 12, hunt for dark horses, and name the guys they are flat out avoiding.

Swimming with Allocators
Finding Alpha Before Consensus: Data, Judgment, and Early-Stage Venture

Swimming with Allocators

Play Episode Listen Later Aug 12, 2026 48:07


This week on Swimming with Allocators, Earnest and Alexa welcome Kelli Fontaine of Cendana Capital, as she traces her path from journalism to data-driven venture investing and explains how her obsession with finding the truth shapes her work as an LP. She breaks down how Cendana builds and uses its data systems, why early-stage power laws and portfolio construction matter more than headline TVPIs, and how she balances hard data with judgment about GPs. Kelli challenges the idea that pre-seed always outperforms seed, shares why fund I and II managers are uniquely compelling, and explores trends like concentrated portfolios, deep tech, defense tech, AI-native founders, and secondaries. Also, Sidley emerging companies lawyer Michael Podolny explains that rapid growth and complexity in AI-driven startups are driving demand for globally sophisticated legal advice from day one, with a particular focus on repeat founders, control, and tax optimization through QSBS planning. Highlights from this week's conversation include: Kelli's Journalism Roots and Early Fascination with Data (0:29) Moving from Finance to Tech and Startups at RPX (2:42) Building Data Infrastructure and Dashboards at Sandana (7:07) What People Mean by the “Sandana Model” and Relationship Focus (10:31) Why Funds Ones and Twos Are Special and How GPs Evolve Over Time (15:09) Why Late-Stage AI and Mega Rounds Don't Replace Early Stage Alpha (19:30) Sponsor Segment: Sidley's Work With AI and Sophisticated Startups (21:16) Tax Optimization and QSBS Considerations for Founders and Investors (24:49) KPIs That Matter: Revenue, Customer Quality, and Go-To-Market (28:40) How Changing Graduation Rates Affect Fund One and Fund Two Diligence (30:24) How to Think About Founder Secondaries vs GP Secondaries (34:54) Portfolio Management, Write-Offs, and the Real Role of Acqui-Hires (37:13) Treating Venture Like Public and Private Equity Segments (Small vs Mega) (40:05) Frustrations With AI Hype, FOMO, and Public Perception of Tech (43:50) Closing Remarks and Reflections on Macro Conversation (45:39) Cendana Capital is a venture fund-of-funds focused on investing in seed-stage venture capital firms and partnering with managers at the earliest stages of company formation. The firm is one of the most active LPs dedicated to the seed ecosystem, with a focus on identifying and supporting differentiated early-stage venture managers. Learn more at www.cendanacapital.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a New Day with Rip Daniels
It's a New Day: 8-7-26 Communication and Consensus

It's a New Day with Rip Daniels

Play Episode Listen Later Aug 10, 2026 149:56


A conversation with caller Tremaine inspires an political science lesson on the advancement of private sector telecommunication technology in the modern era, it's effects on interpersonal communications, especially between families, and how the current political climate in the US is a direct reflection of it.  

No Bullsh!t Leadership
Better Decisions, Faster: Why Consensus Slows Your Team | Moment 185

No Bullsh!t Leadership

Play Episode Listen Later Aug 9, 2026 4:32


Speed can be a performance multiplier, if you can build it into your culture. But there are going to be times when you need to back off… and part of being a great leader is recognising those times.If you want to take a deeper dive into when you should slow down, have a listen to Ep.294: Is Faster Always Better?————————You can connect with me at:Website: https://www.yourceomentor.comFacebook: https://www.facebook.com/yourceomentorInstagram: https://www.instagram.com/yourceomentorLinkedin: https://www.linkedin.com/in/martin-moore-075b001/Youtube: https://www.youtube.com/@YourCEOMentor————————Our mission here at Your CEO Mentor is to improve the quality of leaders, globally. Your boss wants more with less. Your team wants less, full stop. You're stuck in the middle.Leadership Beyond the Theory is 9 weeks to promotion-ready leadership.2,800+ leaders from 150+ organisations. 99% would recommend.Doors are now open for the June 2026 cohort, they close Fri 26 June!Join the cohort here: https://go.leadershipbeyondthetheory.com/ Hosted on Acast. See acast.com/privacy for more information.

theory speed doors acast consensus slows leadership beyond better decisions faster your ceo mentor
Dean's Chat - All Things Podiatric Medicine
Ep. 349 - The SF Kaiser Residency Experience: Culture, Growth, and Surgical Excellence

Dean's Chat - All Things Podiatric Medicine

Play Episode Listen Later Aug 7, 2026 58:21


In this episode of Dean's Chat, Dr. Johanna Richey sits down with residents from the Kaiser San Francisco Bay Area Podiatric Surgery Residency Program for an inside look at one of the nation's premier residency programs. Third-year residents Airam Caldera and Elena Ion, second-year resident Noah Brennan, and first-year resident Manav Beniwal share their unique journeys to podiatric medicine while offering candid insight into what makes the Kaiser training experience distinctive. Throughout the conversation, the residents emphasize that choosing a residency extends far beyond case numbers or reputation—finding a culture that aligns with your learning style, values, and career goals is equally important.The discussion highlights the program's collaborative culture, where mentorship, teamwork, and psychological safety allow residents to progressively develop autonomy while always knowing support is available. The residents describe a structured "buddy call" system that pairs senior residents with interns, fostering confidence, real-time teaching, and peer mentorship during the critical transition from student to physician. As responsibilities increase each year, residents gain experience not only in clinical decision-making but also in leadership, communication, scheduling, and teaching, preparing them for independent practice.The group also explores the program's educational philosophy, emphasizing surgical principles over procedural memorization. With broad exposure to trauma, reconstructive surgery, diabetic limb salvage, total ankle replacement, pediatric pathology, clubfoot management, and elective foot and ankle procedures, residents develop a well-rounded foundation while learning to critically evaluate multiple treatment strategies. They discuss how progressive responsibility, increasing call experience, and exposure to diverse patient populations across multiple Kaiser facilities create confident, adaptable surgeons prepared for virtually any practice environment.Academic development remains a central focus of the residency. The residents describe a structured curriculum featuring monthly didactics, hands-on surgical labs, journal clubs, and required research projects that encourage lifelong learning and scholarly contribution. The conversation also explores the growing role of artificial intelligence in medical education, highlighting tools such as Open Evidence and Consensus as valuable resources for efficiently identifying literature and clinical guidelines while reinforcing the importance of critical appraisal and independent clinical judgment.Throughout the episode, recurring themes include growth mindset, resilience, communication, and earning trust through preparation, humility, and honesty. The residents reflect on how learning to become comfortable with uncertainty ultimately builds confidence, while mentorship from dedicated faculty creates an environment where mistakes become opportunities for growth. Whether discussing residency selection, research, leadership, or patient care, the conversation offers valuable insight for students considering residency and serves as a compelling example of how thoughtful training, strong culture, and collaborative learning prepare the next generation of podiatric surgeons.https://residency-ncal.kaiserpermanente.org/residency/podiatry/bayarea/

Dynasty Nerds Podcast | Dynasty Fantasy Football
Top 12 Consensus RBs For Dynasty | Dynasty Fantasy Football Podcast Ep. 879

Dynasty Nerds Podcast | Dynasty Fantasy Football

Play Episode Listen Later Aug 6, 2026 58:13


Dynasty Running Back Rankings: The Top 12, Dark Horses, and Guys to Avoid Part two of the positional primer lands on the most volatile spot in fantasy football. Rich Dotson, Matt O'Hara, and Garret Price lay out the consensus top 12 dynasty running backs and disagree hard on what any of them are actually worth in a trade.

The Jaipur Dialogues
BJP - Rahul Gandhi Reach Consensus - Special Session में होगा WReservation - DELIMITATION पास

The Jaipur Dialogues

Play Episode Listen Later Aug 6, 2026 11:22


BJP - Rahul Gandhi Reach Consensus - Special Session में होगा WReservation - DELIMITATION पास

investir.ch
Battre le consensus est devenu une faute professionnelle – 6 août 2026

investir.ch

Play Episode Listen Later Aug 6, 2026 8:58


Groucho Marx disait : « Voilà mes principes. Et s’ils ne vous plaisent pas… j’en ai d’autres. » Mardi soir, AMD a publié une croissance de 50%, une division centres de données en hausse de 107%, des prévisions au-dessus du consensus — et s’est pris 7% dans les dents. Une des raisons principales peut clairement … Continued

Dynasty Nerds Podcast | Dynasty Fantasy Football
Top 12 Consensus QBs For Dynasty | Dynasty Fantasy Football Podcast Ep. 878

Dynasty Nerds Podcast | Dynasty Fantasy Football

Play Episode Listen Later Aug 5, 2026 64:37


The quarterback position is about to get shaken up, and the 2027 class has not even arrived yet. Rich Dotson, Matt O'Hara, and Garret Price kick off a two week positional primer with a full breakdown of the dynasty quarterback landscape heading into 2026.

php[podcast] episodes from php[architect]
PHP Alive and Kicking 2026.08.04

php[podcast] episodes from php[architect]

Play Episode Listen Later Aug 4, 2026 46:13


PHP Alive and Kicking – August 4, 2026 Hosts: Chris Miller (standing in solo while Mike is on holiday) Mike escaped to a beach so Chris hosts alone with special guest Derick Rethans. Expect date-time philosophy, PHP 8.6 goodies, Xdebug secrets, deprecation drama, and a heated debate about how to queue at a pub. From University Websites to Committing to PHP Derick traces his PHP origins back to his university days, building websites that needed database connectivity. ASP.NET was an option, but nobody wanted to pay for it — Linux was cool, and PHP was easy to start using. That combination hooked him early. His very first accepted contribution came from a practical need: everyone wanted centered Shockwave Flash films on their pages, back before CSS even existed. Centering meant knowing the width of a file, and while getimagesize() already existed (and still works today), it didn’t understand Flash. Derick added that support. From there he fell into bug triage, spending several years working through the issue tracker alongside Jani Taskinen (whose “Sniper” name still shows up in commit logs). For a long time it was just the two of them reproducing and fixing bugs — an important task that gets neglected easily, which is exactly how backlogs of a thousand issues and pull requests build up. The Eternal Problem of Date and Time Chris and Derick dig into why date-time bugs are so hard to triage: date algorithms are genuinely complicated, and it takes real time to figure out whether a report is a user’s mistake or an actual PHP bug. Crashes are easy to reproduce; subtle date arithmetic is not. The core philosophical question is “what does adding a month even mean?” If it’s January 31st and you add a month, PHP historically just bumps the month number, producing February 31st, which overflows to March 2nd or 3rd. But most people who add a month really just want the next month and don’t care about day counts — so “next month” is conceptually distinct from “add a month.” Derick has been brainstorming better interfaces so people can’t make these mistakes, though it’s a lot of work. They touch on Carbon as a unified interface people understand, but agree that making Carbon the language standard isn’t the right move. At the language level you need something that works for everybody and ideally doesn’t break existing code. What’s Coming in PHP 8.6 The first new time class is landing: a Duration object representing seconds and nanoseconds within a specific range, living in the Time namespace. It’s a trial run for new APIs and immediately useful — for example, passing a duration to sleep or to timeouts in the new polling API, rather than juggling raw integers. Another highlight is partial function application. With the pipe operator from 8.5, piping into anything that takes more than one argument meant wrapping it in a closure (and extra parentheses because of how the parser works). Partials let you pre-fill some arguments so the resulting callable accepts just one — perfect for pipelines. There’s also TLS session resumption support for streams, which lets OpenSSL shortcut the expensive session setup on repeated TLS connections. Bigger stream-layer work by Jakub Zelenka of the PHP Foundation is underway too, but that’s a huge job on old code and won’t make 8.6 — Chris and Derick both note the pain of keeping a year-and-a-half-long project in sync with the master branch. Xdebug in 8.6 and the Xdebug Cloud Xdebug’s recent headline feature (shipped with 8.5) is native path mapping, which lets you configure remote-to-local path mappings inside Xdebug itself instead of your IDE — handy when your code runs in Docker or on a dev machine. Feedback since release is driving quality-of-life improvements. For 8.6, relatively little is broken, though a change to how PHP reports line numbers needs untangling so debugging stops on the correct lines. Derick also has a new code-coverage implementation that gives better, more correct results at roughly a 10% speed cost. He’d rather ship correct output than fast output — and points out that PHPCov may be quicker but skips path and branch coverage entirely. The pair discuss how branch coverage doubles your test count at every branching point, and how Xdebug has a hard limit (around 64K) to avoid running out of memory on pathological code. Finally, Chris asks about Xdebug Cloud — a paid service that enables debugging where networking otherwise wouldn’t, such as remote teams sharing a single development machine (an SSH tunnel only lets one person listen on the debug port). It’s £15/month or £150/year for an individual, priced similarly to Packagist’s private packages, and helps fund Derick’s ongoing Xdebug work. He plans to do more marketing about it this year. Deprecations, Consensus, and Two-Thirds Votes Every year PHP collects a big list of deprecations — around 20 to 25 this cycle — voted on separately. Derick is more reluctant than most to approve them, arguing many offer no clear user benefit. His examples: deprecating metaphone() (whose suggested Composer replacement ironically relies on the internal function) and the dechunk filter (which can’t really be removed because HTTP streams use it internally). The list() deprecation is another sore point — Chris uses it, and the vote is tied 21–21 with one abstention, so it won’t pass under the two-thirds rule. Derick reminds everyone that “yes” needs to be twice “no.” Returning from a finally block is another candidate that makes little sense to use but hurts nothing to keep. Chris and Derick reflect on how voting was originally meant to confirm consensus reached on the mailing list, not to be the decision itself. A 50%+1 result isn’t consensus; two-thirds is the compromise, even if true 75–80% agreement would be ideal. Joe notes many deprecations are groundwork to reserve keywords for future RFCs — which raises the perennial question of how you measure real-world usage across Composer’s dependency chains. Infrastructure, the Website, and the Next Generation The PHP infrastructure has been converted to an Ansible-based repository over the last year and a half (largely by Derick, with help from Joe), replacing a wild mix of individually maintained servers — one was still running FreeBSD 4.3. They’ve also migrated to a new CDN, which brought surprises: a default one-month cache, ignoring the query string in cache keys, and even dark/light mode being an organization-wide setting rather than per-user. On the website side, everything currently lives in a single root directory of 1999-vintage code, and there’s a long-pending patch to restructure it. The PHP Foundation’s ambassadors program — with speaking, marketing, and research streams — aims to make the very techy php.net homepage speak to CTOs and newcomers about who uses PHP and why it’s a thriving project (only 31-ish years old, versus C’s 60). The conversation closes on caretakers and the next generation of contributors. Triage, they stress, doesn’t require deep internals knowledge — just reading reports to see if they still make sense is hugely valuable. Security and infrastructure access necessarily stay gatekept for trust reasons, and both agree a bus factor of one (or even two) isn’t good enough. Chris admits he’s struggling to name people who are both nice and know infra. Links from the show: Join us live in Discord — discord.phparch.com Watch live on YouTube — youtube.com/phparch PHP Tek Conference 2027 — Call for Papers now open PHP Arch Swag Store — store.phparch.com Xdebug — and Xdebug Cloud for shared debugging Magazine discount code ALIVE3 — three free months on an annual digital subscription Host: Chris Miller X: @ccmiller2018 Mastodon: @miller@phpc.social Bluesky: @ccmiller2018.bsky.social PHPArch.me: @miller Mike Page Mastodon: @MikePageDev@phpc.social PHPArch.me: @mikepagedev Streams: Youtube Channel Twitch Connect & Hire PHP Architect Website Twitter/X Mastodon Hire PHP Developers Looking to hire PHP developers? Email support@phparch.com – the team is available for consulting, infrastructure work, Ansible playbooks, and code review. Partner This podcast is made a little better thanks to our partners Displace Infrastructure Management, Simplified Automate Kubernetes deployments across any cloud provider or bare metal with a single command. Deploy, manage, and scale your infrastructure with ease. https://displace.tech/ OurCVEs Your security posture, on autopilot with OurCVEs CodeRabbit Cut code review time & bugs in half instantly with CodeRabbit. PHP Architect Consulting Your PHP codebase deserves a partner, not a contractor PHP Architect provides long-term technical partnerships for organizations that need senior-level PHP expertise that you can depend on. https://www.phparch.com/consulting/ Music Provided by Epidemic Sound https://www.epidemicsound.com/ Join Us Live Next Week Youtube Channel Got feedback? Join us on Discord at discord.phparch.com The post PHP Alive and Kicking 2026.08.04 appeared first on PHP Architect.

Bitcoin for Millennials
Is "Spam" An Existential Risk For Bitcoin's Security? | Luke de Wolf | BFM271

Bitcoin for Millennials

Play Episode Listen Later Aug 3, 2026 141:21


Luke de Wolf is a cybersecurity professional and the author of ‘Defending Bitcoin: Industrial-Grade Cybersecurity for the Monetary Grid'.› https://x.com/lukedewolf› https://defendingbitcoin.comPARTNERS

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Wesley Chan on Building 100-Year Companies and Investing Against Consensus

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Jul 31, 2026 48:56


The companies that define an era often appear irrational before they appear inevitable. In this episode of Technoventure, Peter High speaks with FPV Ventures Co-Founder & Managing Partner Wesley Chan about building products at Google, founding Google Ventures, investing against consensus, and recognizing founders with 100-year visions. Wesley explains how first-principles thinking helped him identify companies such as Canva and why the most important investment question may be, “What if it goes right?” They also explore: Why Google prioritized speed and relevance over keeping users on its site How Google Ventures aligned corporate capital with founder interests What Wesley saw in Canva after 111 investors said no Why specialized data can create more durable AI businesses How Bill Campbell taught leaders to protect their time and energy Why incentives frequently matter more than policies or intentions Listen for an operator-investor's perspective on product excellence, AI investing, organizational design, and building companies capable of outliving their founders.

The Matchbox - A Cycling Podcast
Episode 197 - Nutrition Tracking, Accounting for Changes in FTP, and Aero vs Vented Helmets

The Matchbox - A Cycling Podcast

Play Episode Listen Later Jul 31, 2026 38:26


Hello everyone. Welcome to the latest episode of The Matchbox Podcast powered by Ignition Coach Co. I'm your host, Adam Saban, and on this week's episode we're talking the methods we've used for tracking nutrition off-the-bike, how to account for changes in FTP throughout the season, and whether we think the benefits of aero helmets outweigh their vented counterparts.   As always, if you like what you hear, share this with your friends and leave us a five star review and if you have any questions for the show drop us an email at matchboxpod@gmail.com or head over to ignitioncoachco.com and fill out The Matchbox Podcast listener question form.    Alight let's get into it!   For more social media content, follow along @ignitioncoachco @adamsaban6 @dizzle_dillman @dylanjawnson @kait.maddox       https://www.youtube.com/c/DylanJohnsonCycling https://www.ignitioncoachco.com  https://www.youtube.com/@DrewDillmanChannel   Intro/ Outro music by AlexGrohl - song "King Around Here" - https://pixabay.com/music/id-15045/    The following was generated using Riverside.fm AI technologies   Summary:  In this episode of the Matchbox Podcast, the crew starts by comparing nutrition tracking apps for endurance athletes, especially tools that integrate with TrainingPeaks. They discuss Hexus, MyFitnessPal, Fuelin, and Chronometer, with a focus on usability, food database quality, barcode scanning, and how tracking can reveal better fueling habits over time.The conversation then shifts to helmet choice for hot races, where the group agrees that for a slow, long event in heat, a ventilated helmet is usually the smarter choice than an aero helmet. They emphasize that heat can hurt performance far more than a small aero gain, especially for athletes who are heat sensitive.Finally, they dive into training metrics like FTP, CTL, ATL, and TSB, discussing how often FTP should be updated and why athletes can get too fixated on these numbers. The crew argues that metrics are useful, but only as tools to guide training—not as the sole measure of fitness or performance.   Timestamps: 0:01 — Intro and first question on nutrition tracking apps 0:51 — Hexus, MyFitnessPal, and TrainingPeaks integration 1:13 — How Hexus works with workout-based meal planning 2:37 — Hexus food database limitations vs. MyFitnessPal 3:48 — Chronometer recommended as an alternative 5:13 — Why periodic food tracking is valuable for athletes 6:52 — Protein underconsumption in endurance athletes 7:19 — Tracking as a recalibration tool for fueling 8:05 — Lessons learned from detailed food logging 9:34 — Why excess carbs can become a problem 11:19 — Second question: aero helmet vs. heat management 12:12 — Helmets are highly rider-dependent 12:42 — Wind-tunnel testing example comparing helmets 14:50 — Heat sensitivity and why it should change helmet choice 15:12 — Heat can reduce performance by tens of watts 16:52 — Head cooling and perceived temperature matter a lot 17:36 — Cold drinks and cooling tricks improve performance 19:07 — Gloves and cooling strategies in racing 19:31 — Consensus: choose the ventilated helmet 20:20 — Third question: managing FTP changes across the season 21:14 — Exert FTP estimates and CTL accuracy 22:24 — Why updating FTP matters for TSS and CTL 24:05 — How Exert adjusts FTP from breakthrough efforts 25:43 — Vecta and WKO FTP estimation discussion 26:46 — Why raw KJs may be more useful than obsessing over CTL 28:56 — Why CTL “fitness” can be misleading 30:04 — Why training should not be programmed purely off TSS 31:03 — FTP as a tool for training zones, not the holy grail 32:22 — TSB as a more useful short-term freshness metric 34:44 — Why recipes from past seasons shouldn't be copied blindly 37:16 — Coaching principles over prebuilt plans 38:21 — Wrap-up and sign-off

McNeil & Parkins Show
Dennis Allen sees defense differently than the NFL consensus (Hour 2)

McNeil & Parkins Show

Play Episode Listen Later Jul 30, 2026 44:07


In the 2nd hour of the show, Laurence Holmes & Matt Spiegel listen & react to Bears Defensive Coordinator Dennis Allen discussing his defensive philosophy

Deep Dives with Monica Perez
UOTU: The Truth Trap: Consensus by Design

Deep Dives with Monica Perez

Play Episode Listen Later Jul 30, 2026 92:15


Find Union of the Unwanted: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/TheUnionOfTheUnwanted⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Exclusive Content and Ways to Support The Monica Perez Show: Substack: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://substack.com/@monicaperezshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Become a PREMIUM SUBSCRIBER on Apple Podcasts for AD FREE episodes and exclusive content! Find, Follow, Subscribe & Rate on your favorite podcasting platform AND for video and social & more... ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://monicaperezshow.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rumble: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rumble.com/user/monicaperezshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/MonicaPerez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter/X: @monicaperezshow Instagram: @monicaperezshow Learn more about your ad choices. Visit megaphone.fm/adchoices

LEVELS – A Whole New Level
#304 - Did Low-Fat Diets Drive the Obesity Epidemic? | Dr. Arne Astrup & Mike Haney

LEVELS – A Whole New Level

Play Episode Listen Later Jul 30, 2026 77:54


For decades, we've been told that eating less fat is one of the healthiest things we can do. That advice reshaped the foods we buy, the way we think about weight loss, and even how parents feed their children.But what if we misunderstood fat in the first place?In this episode, nutrition researcher Dr. Arne Astrup traces how the war on fat began, why many of its core assumptions haven't held up under decades of research, and what we've learned instead. Rather than asking whether fat is "good" or "bad," he argues that the more useful questions are: What foods actually keep us healthy? Why do some people gain weight more easily than others? And what happens when we reduce nutrition to single nutrients instead of whole foods?Free course: Improve your metabolic healthGet our free email course on how glucose, nutrition, exercise, sleep, and measurement can help you build habits that support better energy and long-term health: ⁠⁠⁠⁠⁠⁠⁠https://levels.link/wnl⁠

Steinmetz and Guru
Hour 1: Window Shopping + Front Office Consensus

Steinmetz and Guru

Play Episode Listen Later Jul 29, 2026 38:11


In hour 1 of Steiny and Guru, Evan (filling in for Steiny) and Guru get into why windows seem to bother Guru after the LeBron James debacle. Plus, is the Warriors front office on the same page?

Pedro the Water Dog Saves the Planet Peace Podcast
Ep 296 Peacewarts Resonant Charms 101 - The False Consensus Detector (Class 12)

Pedro the Water Dog Saves the Planet Peace Podcast

Play Episode Listen Later Jul 29, 2026 11:07


Ep 296 Peacewarts: Resonant Charms - The False Consensus Detector (Class 12) In class 12, we provide a toolkit to identify "Astroturfing" and protect dissenting voices. We compare the "Minority Opinion" in Alcoholics Anonymous—a structural safeguard against mob rule—with the manufactured consensus of the Global Climate Coalition. We cover the "Three Signatures" of artificiality and introduce tactical room defenses like "Round-Robin Speaking" and the "Right of Appeal." Homework: Look up AA's "Right of Appeal" or the history of "Operation Earnest Voice." Write down one question about any of this episode's topics. If you don't have a question, write 'no question.' Optional: Journal about the experience of being a minority voice in a group. Books: If you'd like to read more on this subject, some book suggestions areThink Like a Commoner: A Short Introduction to the Life of the Commons by David Bollier, which outlines how true community consensus operates and provides an excellent lens for spotting artificial, corporate, or manufactured enclosures of agreement, and Toxic Sludge Is Good for You: Lies, Damn Lies and the Public Relations Industry by John Stauber and Sheldon Rampton, a foundational, sharp look at how public relations firms systematically manufacture fake grassroots movements. Learning Topics: Astroturfing; AA's Minority Opinion; The Right of Appeal; The Global Climate Coalition; The Three Signatures of Manufacture; The Micro-Majority Illusion; Operation Earnest Voice. Join the Community / Get the Books:AvisKalfsbeek.com Podcast Music: Javier Peke Rodriguez “I am late, madame Curie”https://javierpekerodriguez.bandcamp.com/

Heather du Plessis-Allan Drive
Gavin Grey: UK correspondent on Prime Minister Andy Burnham seeking cross-party consensus on social care reforms

Heather du Plessis-Allan Drive

Play Episode Listen Later Jul 29, 2026 6:14 Transcription Available


Over in the UK, Prime Minister Andy Burnham is looking to resolve the issues impacting social care. Burnham has invited Kemi Badenoch, the Conservative leader, and Ed Davey, the Liberal Democrat leader, to enact these reforms and reportedly find common ground across party lines. UK correspondent Gavin Grey says the Conservatives have suggested cutting the benefits bill to bring down costs. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Radiology Podcasts | RSNA
Consensus in Diagnosing Fibrotic Interstitial Lung Disease

Radiology Podcasts | RSNA

Play Episode Listen Later Jul 28, 2026 28:33


Dr. Lauren Kim and first author Dr. Daniel Marinescu discuss this study comprised of approximately 1,500 patients which determines the relative importance of specific CT imaging features used to distinguish radiologic patterns in fibrotic interstitial lung disease. This study identifies areas of substantial incongruence between radiologist-assigned ILD patterns and current clinical diagnostic guideline definitions, incongruencies which in turn may help refine and standardize future diagnostic criteria. Association of CT Features with Radiologic Patterns in Interstitial Lung Disease: Multinomial Analysis in CARE-PF.  Marinescu et al. Radiology 2026; 318(3):e251944. From CT Features and Patterns to Clinical Pathways: Focusing a Multinomial Lens on Fibrotic ILD. Czum and Brown. Radiology 2026; 318(3):e260494.

Oncology Data Advisor
Advances in CIDP: Consensus Definitions, Emerging Pipeline & Individualized Care

Oncology Data Advisor

Play Episode Listen Later Jul 28, 2026 5:23


Chronic inflammatory demyelinating polyneuropathy (CIDP) presents significant challenges in both diagnosis and long-term disease management. As consensus definitions, emerging targeted therapies, and research into serologic biomarkers evolve, how can clinicians optimize individual care algorithms? In this follow-up discussion, Karissa Gable, MD, Duke University Medical Center, breaks down recent breakthroughs in CIDP care and trial design: - Standardizing CIDP Terminology: Key updates from the new international consensus definitions paper establishing unified criteria for disease remission, stability, treatment response, and refractory disease. - The Emerging Pipeline: What's next in therapeutic development, including FcRn antagonists (nipocalimab and batoclimab) and complement inhibitors. - Shared Decision-Making: Practical strategies for tailoring therapy selection based on patient preferences, lifestyle, comorbidities, and administration routes. - Building Confidence in CIDP Care: Applying 2021 EAN/PNS guidelines to navigate diagnosis and ongoing treatment adjustments when first-line options fall short.

The Level Up Podcast w/ Paul Alex
The Tyranny of Consensus: Why Democratic Leadership Will Bankrupt Your Company

The Level Up Podcast w/ Paul Alex

Play Episode Listen Later Jul 24, 2026 3:41


A company cannot move quickly when every decision requires unanimous approval. Leadership means listening to the team without surrendering the responsibility to make the final call. In this episode of The Level Up Podcast, Paul Alex breaks down why consensus-driven leadership slows execution, weakens authority, and pushes businesses toward safe, average decisions. Strong leaders gather input. They study the facts. Then they decide. Your team does not need a CEO who avoids conflict. They need someone willing to absorb the pressure, make the difficult choice, and provide a clear direction forward. In this episode, you'll learn: • Why waiting for unanimous approval destroys business agility• How excessive compromise leads to weak, average decisions• Why leaders should collect advice without giving up final authority• How conviction and rapid decision-making increase market velocity The truth is simple: Leadership is not about being liked by everyone. It is about making the decision the business needs. Gather the information. Run the numbers. Make the call. Then lead the team forward with confidence. You are the captain of the ship. Stop asking for permission to steer. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Nathan Jacobs Podcast
Why I Reject Evolution | An Orthodox Christian Perspective

The Nathan Jacobs Podcast

Play Episode Listen Later Jul 23, 2026 53:47


In my previous episode, I explored whether the Eastern Church Fathers actually reject the theory of evolution. In this follow-up, I answer a different question entirely: Do I reject evolution—and if so, why?Rather than appealing to the age of the earth or death before the Fall, this discussion examines the philosophical foundations of evolution through the lens of realism, a metaphysical framework embraced by the Eastern Church Fathers. Along the way, I respond to common objections, clarify my views on Young Earth Creationism, and explain why these conversations matter for Orthodox theology.======================================Timestamps00:00 Introduction00:00:53 Two Questions About Evolution00:01:58 Why I Reject Evolution00:02:40 Realism vs. Nominalism00:05:01 Essential vs. Accidental Properties00:06:31 The Problem with Evolutionary Change00:12:20 Why Nominalism Undermines Science00:16:14 The Church Fathers and Realism00:19:11 "According to Their Kind"00:20:55 Responding to Common Objections00:22:18 Old Earth vs. Young Earth00:27:06 The Consensus of the Fathers00:31:48 What Kind of Consensus Matters?00:36:01 Theology vs. Science00:42:15 The Orthodox Mind and Philosophy00:45:14 What the Fathers Actually Handed Down00:47:20 Can You Be Orthodox and Young Earth?00:49:08 Responding to More Objections00:57:12 Is Young Earth Creationism Possible?01:00:03 The Real Danger======================================Do you like this content? Join Jacobs Premium to get exclusive access to essays, lecture series, monthly Q&A Zoom calls, and ourbook club. Use code: LEWIS to get a discount: https://www.thenathanjacobspodcast.com/Support the East West Series: http://theeastwestseries.com/======================================Relevant Links:​Do the Church Fathers Reject Evolution: https://youtu.be/4BugOwStHqg​The Most Important Question: https://youtu.be/nVmPIMg4St4The Truth About Why Do Christians Worship on Sunday:  https://youtu.be/0wCnpitmfZgMisunderstanding Mystery: https://youtu.be/VlWiYFfHTeYThe True Christian Philosophy | The Metaphysics of the Ecumenical Councils: https://youtu.be/sFWp2QQzUFAAll links:The Theological Letters (Substack): https://nathanajacobs.substack.com/Instagram: https://www.instagram.com/thenathanjacobspodcastX: https://x.com/NathanJacobsPodFacebook: https://www.facebook.com/nathanandrewjacobsAcademia: https://vanderbilt.academia.edu/NathanAJacobsListen and please review the podcast elsewhere:Spotify: https://open.spotify.com/show/0hSskUtCwDT40uFbqTk3QSApple Podcast: https://podcasts.apple.com/us/podcast/the-nathan-jacobs-podcast

Ethereum Cat Herders Podcast
Consensus Layer Meeting 183 [2026-07-23] | ACDC 183

Ethereum Cat Herders Podcast

Play Episode Listen Later Jul 23, 2026 54:20


The meeting covered updates on DevNet 7, stable container performance, DevNet 8 and Beacon API changes, bundled attestation propagation, and the Hash Chain Randau proposal. It also discussed post-quantum safe alternatives and client team review of the proposals. The conversation covers a range of topics related to post-quantum security, EIP 8015, REST SSZ specification, and EIP approval status. It delves into the introduction of a new security mechanism, the approach to post-quantum security, the proposal to remove old deposit mechanism, rebuilding the engine API, and considerations for post-quantum safety.TakeawaysDevNet 7 testing revealed issues and improvementsStable container performance bottleneck investigation ongoingActive validators for DevNet 8 and Beacon API changes discussedBundled attestation propagation proposal and post-quantum safe alternatives presentedClient team review and feedback on proposals sought Considerations for the future use of RandowImpact of proposed changes on state growthChapters00:00 DevNet 7 Updates09:04 Stable Container Performance10:35 DevNet 8 and Beacon API Changes20:31 Bundled Attestation Propagation38:23 Hash Chain Randau Proposal40:45 Post-Quantum Safe Alternatives41:00 Client Team Review41:00 Introduction to Post-Quantum Security53:29 Discussion on Post-Quantum Security Approach59:16 EIP 8015: Removal of Deposit and ETH1 Data Fields01:01:23 REST SSZ Specification and Engine API01:07:26 EIP Approval and Testing Status01:09:26 Discussion on Post-Quantum Security Approach

Chris Simms Unbuttoned
Kirk Cousins vs Fernando Mendoza; Top 10 QB consensus; Madden 99 Club

Chris Simms Unbuttoned

Play Episode Listen Later Jul 22, 2026 63:02


On the eve of training camps, some players are starting to get big deals. Is Devon Witherspoon worth the biggest CB contract in the league? Shedeur or Deshaun? Kirk or Fernando? Chris & Connor handicap the 5 QB battles entering training camp. Top 10 QBs…how does Simms’ list differ from the NFL’s? And finally, who was left out of the Madden 99 Club?See omnystudio.com/listener for privacy information.

Les Grandes Gueules
Le clash du jour - Flora Ghebali sur la loi agricole : Cette loi est décriée par 2,2 millions de personnes et un consensus scientifique large" - Didier Giraud : "Non ! On joue avec nos peurs. (...) et les agriculteurs" - 22/07

Les Grandes Gueules

Play Episode Listen Later Jul 22, 2026 3:19


Aujourd'hui, Sandrine Pégand, avocate, Emmanuel de Villiers, entrepreneur, et Abel Boyi, éducateur, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

New Testament Reformation Fellowship
Fun Song About Early Church Practice, by Michael Gatti w/PDF poster

New Testament Reformation Fellowship

Play Episode Listen Later Jul 22, 2026 4:44


Welcome to today's exciting guide to apostolic church patterns. Please keep your arms and theological objections inside the vehicle at all times. Plural elders, somebody asked why you've got 17 assistant pastors and a CEO. The book of Titus just quietly stares at you from across the room. Weekly communion! Try serving it in tiny plastic cups while the worship team launches into their 18th consecutive key change. The apostles are slightly confused. Consensus! Everybody gets to speak. Everybody gets heard. Nobody gets voted off the island. What a bizarre first century concept. Participatory meetings, everybody brings a hymn, a teaching, a testimony, except Larry. Larry brought another fog machine. That's your church pattern today. That's your church pattern today. That's your church pattern today. That's your church pattern today. That's your church pattern today. That's your church pattern today. Church size. If you need binoculars to identify your pastor, Paul might have needed GPS to find Timothy. The Lord's Supper. Somebody says it's symbolic. Somebody else says it's spiritual. Meanwhile, Paul's wondering why supper stopped looking like, well, supper. Plural elders. One pastor is easier to idolize. Five pastors keep each other humble. Imagine that. Traditions. Everybody says, we don't follow traditions. Then everybody sits in rows, faces one stage, starts at 10, ends at noon, and argues about carpet color. Congratulations, you have successfully invented new traditions. That's your church pattern today. That's your church pattern today. Somebody quotes Corinthians. Somebody quotes Calvin. Somebody quotes YouTube. Guess which one gets shared the most.

The Clutter Fairy Weekly
Other People's Stuff: Setting Clear Boundaries to Control Clutter - The Clutter Fairy Weekly #310

The Clutter Fairy Weekly

Play Episode Listen Later Jul 17, 2026 60:35


If we're not careful, other people's gifts and cast-off belongings can easily become our problem. Friends, family members, and housemates may carelessly, unwittingly, or even aggressively sabotage our efforts to reduce clutter and organize our homes. In episode #310 of The Clutter Fairy Weekly, Gayle Goddard, professional organizer and owner of The Clutter Fairy in Houston, Texas, explores how setting firm and meaningful boundaries with other people can reduce the accumulation of clutter in our spaces.Show notes: https://cfhou.com/tcfw310The Clutter Fairy Weekly is a live webcast and podcast designed to help you clear your clutter and make space in your home and your life for more of what you love. We meet Tuesdays at noon (U.S. Central Time) to answer your decluttering questions and to share organizing tools and techniques, success stories and “ah-hah!” moments, seasonal suggestions, and timeless tips.To participate live in our weekly webcast, join our Meetup group, follow us on Facebook, or subscribe to our mailing list. You can also watch the videos of our webcast on YouTube.Support the show

English L'Abri
The Rashomon Effect: Narratives of Doubt and Consensus from the Age of the Book to Game (Dr. Mike Sugimoto, Professor of Asian Studies at Pepperdine University in California)

English L'Abri

Play Episode Listen Later Jul 16, 2026 86:44


What does it mean for a society or individual to believe things in common, when contemporary society is marked increasingly by customized news sources, a collapse of consensus, loss of societal authority, and the normalization of doubt? Rashomon, the 1951 landmark film by Akira Kurosawa, shook the notion of a single narrative account of a crime by presenting multiple, conflicting viewpoints — marking the postwar collapse of binding narratives concerning Japanese society. This lecture explores the contradictions of today's Rashomon moment for the West, which on the one hand is experiencing fragmentation, a loss of narrative unity — owing to digital, consumer technology — while on the other hand exhibiting the opposite, i.e. new forms of conformity expressed across various fields.Click here to see the visual presentation for this lecture.Please note that the ideas expressed in this lecture do not necessarily represent the views of L'Abri Fellowship.For more resources, visit the L'Abri Ideas Library at labriideaslibrary.org. The library contains over two thousand lectures and discussions that explore questions about the reality and relevance of Christianity. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit englishlabri.substack.com

The Analytics Engineering Podcast
The scarce resource is consensus (Ian Macomber)

The Analytics Engineering Podcast

Play Episode Listen Later Jul 16, 2026 50:51


The last time Ramp's Ian Macomber joined the show, the episode was titled, "Ramp's $8 billion data strategy." Ramp is now valued at $44 billion, and the data team's job has completely changed. Ian Macomber returns to talk with Tristan Handy about self-serve analytics at 50x scale, routing agents through the data lake, and why consensus is the scarce resource in a post-AI world. For full show notes and to read the podcast's companion newsletter, head to https://roundup.getdbt.com. The Analytics Engineering Podcast is sponsored by dbt Labs.

The Distribution by Juniper Square
Against the Rate Cut Consensus: Floating Rate Credit, Consumer Resilience, and a Higher-for-Longer Decade - Elizabeth Burton - Chief Strategist - Fortress Investment Group

The Distribution by Juniper Square

Play Episode Listen Later Jul 14, 2026 56:31


Brandon Sedloff and Elizabeth Burton explore the shifting landscape of institutional investing, macro strategy, and the growing case for credit over traditional private equity allocations. Burton brings a unique perspective shaped by her time as an allocator at the Maryland State Retirement System and as CIO of the Employees' Retirement System of Hawaii before joining Fortress Investment Group as chief strategist. The conversation touches on her unconventional path into finance, the lessons she learned managing public pension capital, and why she believes floating rate credit deserves a larger role in institutional portfolios. They discuss: - Why floating rate credit offers better downside protection and fee alignment than private equity in a higher-rate environment - How debt monetization and money supply growth could push inflation back above 4% by year-end - Why AI is creating a divide between investors who can move quickly on co-investment opportunities and those constrained by governance structures - The consumer credit opportunity in prime and near-prime segments that many institutional investors are overlooking - How anchoring investment strategy to a single variable like the 10-year Treasury can simplify decision-making across asset classes This episode offers a clear-eyed view of the challenges facing institutional investors in the 2030s and the strategic shifts required to meet return targets in a persistently higher rate world. Topics: (00:00:00) - Intro (00:02:30) - Elizabeth Burton's early life and path to finance (00:03:50) - From horse farm to Wall Street (00:06:10) - College choice and French politics major (00:09:08) - First finance role and Santa Barbara internship (00:12:16) - Mortgage-backed securities and Chicago MBA (00:15:55) - Baltimore payments consulting detour (00:19:37) - Transition to LP side at Maryland Retirement (00:26:20) - Becoming CIO in Hawaii (00:32:30) - Joining Fortress as chief strategist (00:35:25) - The strategist role and economics anchor (00:41:00) - Fortress overview and consumer focus (00:44:10) - Inflation outlook and floating rate credit case (00:47:20) - The bunker portfolio thought experiment (00:51:30) - AI creating investor haves and have-nots (00:54:30) - Closing Links:   Brandon Sedloff     LinkedIn — https://www.linkedin.com/in/bsedloff/     Website — https://brandonsedloff.substack.com/  Elizabeth Burton     LinkedIn — https://www.linkedin.com/in/elizabethtburton/ Companies:   Fortress Investment Group — https://www.fortress.com/investors/financial-advisors   Juniper Square — https://junipersquare.com

Currently Reading
Consensus or Chaos: Bookish Opinion Edition (S8E49)

Currently Reading

Play Episode Listen Later Jul 13, 2026 66:48


Want to know what kind of reader you are? TAKE OUR QUIZ: https://www.currentlyreadingpodcast.com/quiz   This week we have a very special episode for you. Every year, hosts Kaytee and Meredith bring in all the co-hosts to play a fun bookish game. This year, they are joined by Elizabeth Barnhill, Mary Heim and Roxanna Kasam Kara. The game is called Consensus or Chaos, where each host brings a bookish opinion, and they score and discuss whether they agree or not. Let us know on our socials which opinions you agree or disagree with!    Show notes are time-stamped below for your convenience. Read the transcript of the episode (this link only works on the main site). 00:00 Welcome to Currently Reading 01:41 Bookish Opinions 04:37 Audiobook Reading Is Just as Good as Paper Book Reading 12:50 What Do You Need a Bookmark For? 19:52 Murder Mysteries Should Be Murdery, Not Cutesy or Cozy 26:08 Deckled Edges and French Flaps 30:06 Why Does the Author's Name Have to Be Larger Than the Title? 33:08 It's Still a Book Club If It Happens Over Text 36:09 Most Books Don't Need to Be More Than 350 Pages 49:24 I'm Tired of Reading Books Written by Men 58:35 You Should Not Narrate Your Own Audiobook 01:04:22 Wrap-Up #books #reading #currentlyreading #podcast #currentreads ❤️ Support Us: Become a Bookish Friend on Patreon | https://patreon.com/currentlyreadingpodcast  Grab Some Merch on Zazzle | http://www.zazzle.com/store/currentlyreading Shop Bookshop dot org | https://bookshop.org/shop/currentlyreading Bookish Friends Receive: The Indie Press List with a curated list of five books hand sold by the indie of the month. July's IPL is brought to you by our new anchor store, Booktenders in Barboursville, West Virginia. Love and Chili Peppers with Kaytee and Rebekah - romance lovers get their due with this special episode focused entirely on the best selling genre fiction in the business All Things Murderful with Meredith and Elizabeth - special content for the scary-lovers, brought to you with the behind-the-scenes insights of an independent bookseller From the Editor's Desk with Kaytee and Bunmi Ishola - a quarterly peek behind the curtain at the publishing industry The Bookish Friends Facebook Group - where you can build community with bookish friends from around the globe as well as our hosts Connect With Us: The Show:  Instagram | https://instagram.com/currentlyreadingpodcast Website | https://currentlyreadingpodcast.com/ Email | hello@currentlyreadingpodcast.com Substack | https://currentlyreadingpodcast.substack.com/ Youtube | https://www.youtube.com/@currentlyreadingpodcast Threads | https://www.threads.net/@currentlyreadingpodcast The Hosts and Regulars:  Meredith | https://instagram.com/meredithmondayschwartz Kaytee | https://instagram.com/notesonbookmarks Mary | https://instagram.com/maryreadsandsips Roxanna | https://instagram.com/roxannathereader Elizabeth | https://instagram.com/wacoreads Production and Editing: Megan Phouthavong Evans | https://instagram.com/mostofmegansreads

Every Given Sunday
2026 Tight End Rankings: Consensus Top 10

Every Given Sunday

Play Episode Listen Later Jul 8, 2026 55:12


It's time to rank the most unpredictable position in fantasy football. In this episode of Every Given Sunday, the EGS crew reveals its consensus Top 10 tight end rankings for the 2026 fantasy football season. From the elite difference-makers at the top to the breakout candidates and value picks flying under the radar, we debate every ranking and explain where we disagree. Can anyone challenge Brock Bowers and Trey McBride for the TE1 spot? Which young stars are ready to break out? And which veterans are still worth drafting? Whether you're looking for an early-round advantage or a late-round sleeper, this episode will help you navigate one of fantasy football's toughest positions on draft day.

Mully & Haugh Show on 670 The Score
Jim Callis explains why Roch Cholowsky is not the consensus #1 pick

Mully & Haugh Show on 670 The Score

Play Episode Listen Later Jul 7, 2026 15:51


Mike Mulligan and David Haugh were joined by MLB Pipeline writer, Jim Callis on what will the White Sox do with the #1 pick

Graced Health
7 Questions to Ask Before You Buy the Latest Wellness Trend

Graced Health

Play Episode Listen Later Jul 7, 2026 34:41 Transcription Available


Click to Text Thoughts on Today's EpisodeThe wellness industry will always have something new to sell you — red light masks, cold plunge tubs, vagus nerve stimulators, hydrogen water bottles, sleep maxing gadgets. And honestly? Some of them might even be worth it. But how do you know?In this final episode of the Common Sense series, I'm giving you something more valuable than a product review: a framework for thinking. Seven questions to ask yourself before you buy anything — so you can move forward with clarity, confidence, and yes, a little healthy skepticism.In this episode:The one question that cuts through almost any wellness trend: does this claim actually make sense?How to spot "magic wand" language — and why no single product will ever fix your sleep, your energy, or your hormonesWho's really behind the recommendation, and why that matters more than the testimonialWhat the research actually says about popular trends like vibration plates, infrared saunas, and vagus nerve stimulatorsWhy the right tool isn't always the best tool — and how to match a product to your actual needs and lifestyleA honest conversation about privilege, economics, and what else that money could do for your healthHow to make sure your wellness choices align with your values and what God is calling you to right nowA quick-start research guide: how to use AI, Perplexity, Consensus, and PubMed to go deeper than a Google searchResources mentioned:Why Now is the Perfect Time to Integrate the Blue Zones Lifestyle — Season 18, Episode 13Sleep Better in Midlife: 16 Common Sense Tips that Actually WorkInhale Calm, Exhale Stress: A Common Sense Guide to BreathingPerplexityConsensusPubMedHow To Fitness Podcast with Kate Lyman and Michael UlloaMy latest recommended ways to nourish and move your body, mind and spirit: Nourished Notes Bi-Weekly Newsletter30+ Non-Gym Ways to Improve Your Health (free download)Connect with Amy: GracedHealth.com Instagram: @GracedHealthYouTube: @AmyConnell

Lift Free And Diet Hard with Andrew Coates
#484 Dr Nick Tiller - The Health and Wellness Lie

Lift Free And Diet Hard with Andrew Coates

Play Episode Listen Later Jul 7, 2026 56:44


Dr Nick Tiller joins me to share a scathing critique of the health and wellness industry, including:Why the health and wellness industry isn't your friend—it's a trillion-dollar conDefining the wellness industryThe most concerning wellness trendsWhy the wellness industry has become so massiveThe incentives for influencers and even credentialed "authorities" to grift on bogus wellness productsDo well-intentioned people slide into misinformation, or are most wellness grifters motivated by money from the start?How much responsibility does the consumer bear?How can consumers become better equipped to protect themselves?Will we ever see meaningful regulatory change?How AI-generated content is exploding online to cash in on the wellness trendAnd much moreInstagram: @nb.tillerCHAPTERS01:06 The Wellness Industry Con02:24 Defining Wellness Terms04:55 Experts vs Influencers07:32 Credentialed Grifters10:00 Consensus vs Contrarians11:25 The Playbook for Undermining Trust14:16 Scientists vs Storytelling17:43 The Sagan Effect and Public Outreach21:31 Staying In Your Lane25:07 TikTok Peptides Panic30:54 Peptide Heart Risks31:18 Regulation vs Personal Responsibility33:33 Science Communication, AI, and Media Literacy37:03 Why Platforms Won't Police Misinformation39:36 Bad Faith Wellness Actors42:52 The Influencer Economy Exposed46:06 Deepfakes and Fake Physiques50:46 Bodybuilding Pressure and Deaths55:10 Curate Your Feed56:09 Book Plug and FarewellSUPPORT THE SHOWIf this episode helped you become a more skeptical consumer of health information, you can support the show by:Subscribing and checking out more episodesSharing it on social media (tag me and I'll respond)Sending it to someone trying to separate evidence from wellness hypeFOLLOW ANDREW COATESInstagram: @andrewcoatesfitnesshttps://www.andrewcoatesfitness.comPARTNERS AND RESOURCESRP Strength App (use code COATESRP)https://www.rpstrength.com/coatesJust Bite Me Meals (use code ANDREWCOATESFITNESS for 10% off)https://justbitememeals.comMacrosFirst – FREE Premium TrialDownload MacrosFirst and during setup select ANDREWKNKG Bags (15% off)https://www.knkg.com/Andrew59676Versa Grippshttps://www.versagripps.com/andrewcoatesTRAINHEROIC – FREE 90-Day Trialhttps://www.trainheroic.com/liftfreeReply to the email you receive (or email trials@trainheroic.com) and let them know Andrew sent youL1 BIOMECHANICS AND ASSESSMENT COURSEhttps://pro.activelifeprofessional.com/assessmentworkshopeventsUse code COATES at checkout.

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
512. Is SpaceX Over or Undervalued, Why Consensus Kills, How Chewy Beat Amazon, and the GameStop Saga from a Board Member (Larry Cheng)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later Jul 6, 2026 42:10


Larry Cheng of Volition Capital joins Nick to discuss Is SpaceX Over or Undervalued, Why Consensus Kills, How Chewy Beat Amazon, and the GameStop Saga from a Board Member. In this episode we cover: E-commerce and AI-Driven Era GameStop's Transformative Moves SpaceX's Market Cap and Future Value AI and Software Industry Impact of AI on Jobs and Companies Volition Capital's Investment Thesis Investor Mindset and Risk Management Board Management and Advice for Founders Guest Links: Larry's LinkedIn Larry's X Volition's LinkedIn Volition's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Thoughts on the Market
Comeback for Europe's Bull Market?

Thoughts on the Market

Play Episode Listen Later Jun 29, 2026 9:09


Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.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 Products here in Europe. Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist. Paul Walsh: And today, we're looking at whether European equities have more room to broaden – as markets assess the implications of a potential U.S.-Iran deal and a reopening of the Strait of Hormuz.It's Monday, June the 29th at 10am in London. Marina, it's always great having you on. And for our listeners out there, I think they'd be interested to hear that if we look at Europe's performance year-to-date, it's now on a par to the S&P. So, both indices are up somewhere between 7 and 8 percent year-to-date. So, Europe is starting to stage something of a comeback from the conflict lows. And so, what's driving this? And are we beginning to see inflows into Europe again? Marina Zavolock: So, I'm going to give a two-part answer to this. Firstly, Europe has a lot of the same exposure as the U.S., so that is part of the reason… I know that Europe has this kind of reputation for not having a lot of tech exposure; but we do have tech exposure… Paul Walsh: We do. Marina Zavolock: Not to the same degree as the U.S., but, let me just give you some numbers here. So, we have a number of sectors heavily exposed to the AI CapEx boom. These are led primarily by the semis sector in Europe, tech hardware, cap goods, and metals and mining; specifically, copper has a link to AI as well. And those sectors, let's say roughly they make up at this point about 15 percent weight of our index. And if you look at that year-to-date performance that's on par with the U.S., almost 90 percent of it is made up from these sectors.Paul Walsh: Yes. Marina Zavolock: So, these sectors have moved just as aggressively as many of the AI pockets within the U.S. That's the answer that's kind of similar to the U.S. The answer that's a bit different is that we get from time to time, over the years actually, but we had a very big one earlier this year. We get these waves of interest in Europe because investors start to think about diversification. So… Paul Walsh: That's right. The broadening. Marina Zavolock: Yes. So, they... And we've called for broadening recently on the back of this, Iran-U.S. MOU. But this broadening has other drivers as well. So when we felt this wave of interest in diversification, and we saw the flows coming into Europe earlier this year, the driver was initially because the Mag7 was kind of going choppy and sideways. So, that just drove diversification out of Mag7 and into equal-weighted S&P, but that also always benefits Europe. Or tends to benefit Europe. But also, we had this wave of interest in real assets earlier this year; and Europe has a higher share of real assets than the U.S. Now, at this moment, I am sensing that we are getting that pickup in broadening interest once again from my feedback with investors. You had this MOU, which was the initial trigger. You have oil prices, broadly, they're falling. That's helpful as well. But I think the biggest driver of what's driving this diversification interest at this moment is actually the volatility that we're seeing in the AI complex. Paul Walsh: Mm. Marina Zavolock: So, what a lot of the feedback I'm getting these days from investors that are coming back to Europe after focusing primarily on the U.S. is, ‘Look, I have a lot of AI in my portfolio. I like my AI exposure. I'm not looking to get rid of it or to sell it, but incrementally, I'm a little bit worried about this volatility. And I'm looking to broaden my exposure. What do you like in Europe to help me diversify away from this kind of volatility that we're seeing now?' Paul Walsh: And I think that's a great segue, Marina, to my second question, because with Europe having really kept pace with the S&P year-to-date, the question that really is going to be asked is the sustainability of that relative performance. And when we think about a backdrop here in Europe of pretty low economic growth, the market continues to be worried about rate hikes given recent inflationary dynamics. And as you've articulated there, tech has played a very significant role here in Europe as well in terms of driving markets higher. So, you've alluded to it in a few of your comments already, but how sustainable do we see this as being? Marina Zavolock: It depends on AI, to be honest with you. So, if AI starts to really move up at an aggressive pace like it was earlier this year, then it's hard for Europe to outperform given our exposure. But if that starts to move up at a more moderate pace, Europe has a chance to do very well. Paul Walsh: Mm. Marina Zavolock: I think there's a lot of misperceptions when it comes to European equities. And outside of AI, actually there's quite a lot of strength. So, misperception one, you've mentioned it, which is basically: Oh, look at our PMIs, look at our GDP growth. Why bother with European equities? I think this is maybe what some U.S. investors may think. But just like in the U.S., the equities market, and maybe even more so, the equities market in Europe – it is not the economy. Paul Walsh: Mm. Marina Zavolock: So, we just published our global exposure guide over this past weekend, which Morgan Stanley has been running 29 iterations of this guide. Europe's exposure to Europe is pretty much at historical lows over decades. Europe's exposure to Europe as a percent of revenues is now 45 percent of revenues … Paul Walsh: Yeah. Marina Zavolock: ... is European exposed. The rest is very global, including the U.S. Um, Europe, uh, Of that 45 percent domestic, a lot of that is banks, some defensive sectors. Only a very small sliver is actually consumer-oriented sectors that would see earnings downgrades on the back of ECB hiking, for example. So, I think people may also be surprised to know that consensus earnings growth for Europe this year is over 16 percent. Paul Walsh: Mm. Marina Zavolock: It's really healthy. Paul Walsh: It's pretty healthy. Marina Zavolock: I know the U.S. is over 20, but Europe is over 16 percent. These kinds of ideas of, you know – we have a shortage of energy and therefore our earnings are going to be down – they're misperceptions. Because actually, as long as oil doesn't spike to, I don't know, [$]150. If it stays within a healthy range, call it [$]70 to 90, that's actually a very good environment for Europe because we have a lot of real assets. We have the banks which benefit from higher inflation because they trade on the steepness of the curve. And we have some AI exposure. If you add up those three things, which all benefit from inflation, that's 60 percent of our earnings pie.Paul Walsh: Right. Marina Zavolock: Hence, Europe's actually doing really well. And I'll just mention one other thing. Earlier this year, we broke out of a structural downtrend discount; that range that we were trading in versus the U.S. So, for almost 10 years, Europe's discount was just going wider and wider and wider and wider. And as of January 1st, this year, on a like-for-like basis, so sector neutral excluding Mag7, we broke out of that structural downtrend, and we keep seeing a narrowing. Paul Walsh: Yeah. Marina Zavolock: So, if you're going to broaden, it actually makes a lot of sense to look at Europe, where we have these discounts, and we have value, and we have growth. Paul Walsh: Yeah. So, the point there being the relative valuation discount of Europe to the U.S. has been actually closing a little bit more recently. Final question from my side. You have obviously recently refreshed your sector model. We have talked about the broadening in our conversation today. What are you advocating to your clients out there in terms of relative sector preferences? Marina Zavolock: Yeah. So, we run a data-driven model. Just briefly, we look at things like earnings revisions breadth – works really well as a leading indicator in Europe; a leading indicator for future earnings as well. Consensus price target revisions breadth, balance sheet measures. We look at a number of different things, AI exposure. And basically, I'll just give you the top sectors in our model now. Semis number one, metals and mining number two, led by copper. Paul Walsh: Mm-hmm. Marina Zavolock: Banks number three. I think banks, for me, it's a key diversification play. Paul Walsh: Yes. Marina Zavolock: A big differentiator. And trading on 10 times PE with very high distributions, buybacks and dividends, low teens earnings growth upgrades. Front of the line on AI adoption and seeing that ROI coming through. Cap goods, number four, that's also led by AI exposure. Paul Walsh: Yeah. Marina Zavolock: And then I'll just mention lastly, utilities is an overweight as well. That's also a little bit AI linked, but very, very under-owned; lagging the trends we've seen in the U.S. And broader based in terms of the positives there because we also have this drive for renewables, which is coming back. Paul Walsh: Marina, always, we value your insights highly. Thanks as always for taking the time to talk. Marina Zavolock: Great speaking 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 please do share the podcast with a friend or colleague today.

AMERICA OUT LOUD PODCAST NETWORK
The difference between science and consensus

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Jun 23, 2026 57:00 Transcription Available


Cutting Through the Chaos with Wallace Garneau – Science loses public trust when institutions use its language to protect power, profit, and ideology. From religious authorities to corporations and political movements, the pattern remains the same: conclusions come first, evidence follows, dissent is punished, and consensus replaces the scientific method that real inquiry requires for truth...