Podcasts about consensus

In this interview, Stephan Livera chats with Charlie Spears from Blockspace about Bitcoin's ongoing debates on spam, protocol upgrades, and the future of Bitcoin development. They explore the nuances of on-chain data, the impact of ordinals, and the importance of ecosystem diversity.Takeaways:

Our consensus top-five list of Patriots' needs exiting the 2025 season

I'm recording live from Hong Kong during Consensus week with Glenn and Nikola from the TON Foundation.In this episode, we break down how TON is building payment infrastructure for Telegram's 1+ billion monthly active users. We talk about TON Pay. A crypto commerce solution built for developers and merchants.We explore stablecoins. Real-world adoption. Developer experience. Regulation. And what it takes to compete with payment giants like Visa and Stripe.This is not about hype. It's about building usable infrastructure. With better UX. Fewer clicks. And real utility.If you care about crypto payments, stablecoins, or mass adoption, this one is for you.Key Timestamps00:01:20 – Nikola's journey from Visa into Web3 00:02:13 – Glenn's path from cybersecurity to digital assets00:03:42 – What TON Pay is and who it's built for 00:04:12 – The vision: infrastructure for Telegram's billion users 00:04:57 – Lessons from Alipay and WeChat 00:06:09 – Go-to-market strategy and merchant adoption00:07:48 – Competing with Stripe through better APIs00:09:37 – Why Apple Pay–level UX is the North Star00:11:07 – Why regulation and off-ramps matter 00:12:30 – Gasless transactions and technical roadmap00:14:03 – Telegram mini apps as a distribution channel00:15:13 – Stablecoins as real product-market fit 00:16:09 – Partnership opportunities and what TON is looking forConnect with TON Payhttps://ton.org/en/ton-pay-a-new-payments-layer https://x.com/ton_blockchainDisclaimerNothing mentioned in this podcast is investment advice and please do your own research.It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Agenda: https://github.com/ethereum/pm/issues/1930

Subscribe to Click Beta on SpotifySubscribe to Click Beta on Apple PodcastsIn this episode of Click Beta, Matt Zeigler sits down with Cameron Dawson of NewEdge Wealth and Dave Nadig of ETF.com for a wide-ranging conversation on markets, macro data, positioning, tokenization, AI productivity, and the narratives driving investor behavior. The discussion dives into consensus forecasts, the K-shaped economy, international equity performance, dollar positioning, AI capex, and whether the biggest market moves are driven by fundamentals or liquidity shifts. Along the way, they explore tokenization in financial markets, stablecoins, Fed balance sheet dynamics, and how AI is quietly reshaping productivity for small businesses and individuals. This episode is a deep dive into stock market trends, economic data distortions, asset allocation shifts, and the structural forces shaping the investing landscape in 2026.Main topics covered:• Why consensus forecasts are average and why that creates risks for investors• Cyclical reacceleration narrative versus liquidity-driven market rotation• The K-shaped economy and distortions in US jobs data• Healthcare hiring versus cyclical employment weakness• AI capex spending and who actually benefits• Energy, industrials, and staples outperformance versus tech concentration• International equities versus US stocks and valuation percentiles• US dollar positioning extremes and contrarian signals• Positioning versus narrative and where market surprises hide• Tokenization, decentralized finance, and DTCC proposals• Stablecoins, collateral efficiency, and capital reuse in markets• Fed balance sheet, leverage ratios, and financial system risk• AI productivity gains in small and mid-sized businesses• The future of work, automation, and economic dispersionTimestamps:00:00 Cameron on cyclical reacceleration and market expectations03:00 Consensus forecasts and average return assumptions06:00 K-shaped economy and distorted jobs data10:00 AI capex and disconnect between perception and reality12:30 Liquidity shifts and market rotation beyond mega caps14:00 International equity valuations and performance gap16:50 Dollar positioning and contrarian signals18:20 Positioning versus narrative in stock performance20:00 Tokenization and ETF market plumbing22:00 Stablecoins and capital efficiency24:00 Atomic settlement versus traditional clearing27:00 Fed balance sheet and leverage ratio debate30:00 Recessions, market resets, and social impact39:00 Cultural distribution, media fragmentation, and market narratives47:00 AI productivity, small business impact, and economic implicationsFor more episodes from the Excess Returns network, including macro investing, asset allocation, ETFs, and AI-driven market insights, visit excessreturnspod.com

In this episode, Matt Paige and Rowan Stone, CEO of Sapien, discuss the critical importance of data quality and provenance in AI.Stone, who has experience with on-chain products at Coinbase, introduces Sapien's innovative approach to building a decentralized data protocol that emphasizes 'don't trust, verify' principles.They explore avenues such as incentives, validation methods, and the peer review process used by Sapien to create high-quality datasets.The discussion touches on the implications of bad data, the role of synthetic data, the complexities of achieving accurate AI outputs, and the parallels between the AI and crypto worlds.Key insights are shared on how to ensure models perform safely, the hurdles in the industry, and the trajectory of AI development.Additionally, Stone provides a glimpse into Sapien's efforts to demystify data validation and enhance the transparency and trustworthiness of AI applications.--Key Moments:01:04 The Importance of Data Quality in AI03:32 Challenges and Risks in AI Development07:08 Sapien's Approach to Data Validation08:35 Incentives and Trust in AI Systems13:30 Building a Decentralized Data Protocol23:22 Consensus and Collaboration in AI and Crypto30:55 The Role of Synthetic Data36:17 Future of AI Models and Open Source--Key Links:SapienConnect with Rowan on LinkedInMentioned in this episode:Free report from HatchWorks AI — State of AI 2026What's real in AI this year, what's hype, and what leaders should prioritize — including production lessons, designing for agents, and governance. https://hatchworks.com/state-of-ai-2026/AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, the Canadian Climate Institute, Unsmoke Canada, and Enbridge Gas.Join us for insights on the latest in Canadian politics.Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.The sponsored ads contained in the podcast are the expressed views of the sponsor and not those of the publisher.

On this episode Jim welcomes Bevey Miner, EVP Healthcare Strategy & Policy at Consensus Cloud Solutions. Consensus started as an interoperable digital cloud faxing solution over 25 years ago and has grown to be the global leader of digital cloud fax technology. Employing new stratgies based upon AI they have leveraged their solutions to bring greater opportunites for the use of legacy, and under reported, health data.for treatment as well as research. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

The Director of Strategy and Campaigns at polling firm Redbridge, Kosmos Samaras (pictured), explains the ever-unfolding intricacies of elections, emphasising the importance of climate change.This educational and revealing webinar - "Why We Shouldn't Be Held Hostage to the Past: Unlocking the Consensus on Pricing Pollution" - was organised by The Superpower Institute.In this third webinar in TSI's series supporting The Case for Pricing Pollution, Kos Samaras, Director and co-founder of Redbridge Group, unpacks new national polling on public attitudes to pollution, fairness, and Australia's gas resources - and what those views mean for the prospects of reform.Redbridge Group recently conducted national quantitative and qualitative research into Australian voter sentiment on pollution, economic fairness, and fossil fuel taxation, exploring how people think about these issues in the context of cost-of-living pressures and broader concerns about economic fairness.The findings cut through long-held and outdated assumptions about carbon pricing and shed light on:where public support is strongest,what issues policymakers need to manage, andwhere the real political obstacles to adoption lie.This conversation focuses squarely on political shifts, and how proposals such as a Polluter Pays Levy and a Fair Share Levy are likely to land with voters.

Ce vendredi 13 février, Caroline Vicini, ambassadrice de Suède en France, était l'invitée d'Annalisa Cappellini dans Le monde qui bouge - L'Interview, de l'émission Good Morning Business, présentée par Laure Closier. Elle s'est penchée sur la question de la compétitivité européenne, notamment la préférence européenne prônée par Emmanuel Macron et que la Suède conteste. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Over the last 12 to 16 weeks, we've been sitting down with the one and only Jen Allen-Knuth (2–3 hours per week, plus an entire week of shooting) to build her course: Selling to the C-Suite. This is everything you could possibly need to close a 6–7 figure deal at power. Backed by Gong data of and 1M+ executive-level sales cycles. https://www.30mpc.com/course/multithreading-exec-selling-course-selling-to-the-c-suite FOUR ACTIONABLE TAKEAWAYS Start by aligning on the problem in the big team meeting and sell your champion on why it's important. At the beginning of the big team meeting present in this order, the problem > the cost of inaction > alternatives which include you. In the big team meeting, call out those people who are not voicing their perspectives and create a safe space to air out problems. Even if there is consensus, push for one more person to get involved in the deal cycle before making a solution recommendation. GET MORE TACTICS Join our weekly newsletter – https://hubs.ly/Q01-R33G0 Things you can steal and use today – https://linktr.ee/30mpc

What does great product leadership look like when you're asked to go along with a big initiative you don't believe in? In this episode, former CPO at Everway, Timothy Alvis, talks about the tough calls product leaders face when conviction clashes with consensus. From telling better stories, to embracing problem obsession over solution fixation, Tim shares hard-earned wisdom from leading at scale and navigating complex orgs. We also hear how he's now applying AI to rethink product work itself. Whether you're an aspiring CPO or in the trenches today, this episode offers plenty of gold.

The Bitcoin Kernel project is one of the most misunderstood developments in Bitcoin Core. In this conversation, Shinobi and Sedited explain how isolating validation logic increases flexibility, improves security, and enables alternative node implementations. From multi-process architecture to formal protocol specifications, this episode covers why kernel development matters now. #Bitcoin #BitcoinDevelopment #BitcoinCore⭐️⚔: SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC:

Is Strategy actually doing nothing or is digital credit the product? This episode analyzes Strategy's Q4 2025 earnings call and explains why its perpetual preferred equity avoided margin calls, liquidations, and maturity risk. Pierre Rochard and Spencer Nichols break down why digital credit products like Stretch held near par while bitcoin drew down sharply. From credit ratings and cash buffers to Bitcoin-backed lending and quantum risk, this episode reframes what a Bitcoin treasury company really is.

In today's Tech3 from Moneycontrol, we track India's push for a global AI rulebook ahead of the AI Impact Summit and the ripple effects, including a sharp spike in Delhi hotel rates. We also break down how venture capital funds are rewiring strategies around AI, why broker growth is consolidating around large platforms like Groww, and a big fintech funding plan by former Premji Invest partner and ICICI veteran Bijith Bhaskar.

You've got a champion. Someone inside the account who gets it. They love your solution, they're fighting for your proposal, and they're feeding you intelligence about the decision-making process. So you're golden, right? Wrong. One reorganization, one promotion, one departure, and your deal could vanish overnight. Research from LinkedIn Sales Solutions analyzed thousands of enterprise deals and found something most salespeople refuse to believe: sales teams that build relationships with multiple stakeholders inside an account are 34% more likely to win.  That's the difference between hitting quota and missing it. Between a banner year and a brutal one. Why Single-Threaded Deals Die On average, 4-7 people influence a complex B2B buying decision. Even if you nail the pitch, you're still just one voice in a conversation happening behind closed doors. A conversation where people you've never met are raising objections you'll never hear. Where priorities you don't know about are shifting the criteria.  Your champion can be dismissed as "the person who likes that vendor." But when you've got three advocates from different departments? Consensus wins deals. Your Champion Won't Stick Around One in five of the people you're counting on right now won't be in their role twelve months from now. They'll get promoted, reassigned, poached by a competitor, or laid off in the next restructuring. When that happens to your sole contact, your deal doesn't just stall. It dies. The new person in that role has zero relationship with you, zero context on your solution, and zero incentive to champion something their predecessor started. But if you've built what top performers call "account insulation"—relationships with two, three, or four people across different departments and levels—the web flexes when someone leaves. It doesn't break. Weak Ties Matter More Than You Think We're trained to go deep with our primary contact. Build trust. Understand their pain points. Tailor every message to their specific needs. That's not wrong. It's just incomplete. In complex selling scenarios, influence often spreads through what researchers call weak ties—the casual, adjacent connections that link clusters of strong relationships. These are your amplifiers. A brief introduction. A shared article. A helpful insight that makes someone in operations remember your name when your solution comes up in a meeting you're not in. These loose connections become the difference between a deal that stalls and one that scales. Think about how deals from referrals close. They close twice as fast as deals that start cold. Accounts with multiple contacts grow larger, stay longer, and refer more business. The pattern is clear. Get enough internal referrals, and you stop being the vendor someone works with. You become the partner everyone trusts. Five Mistakes That Keep You Single-Threaded Account multithreading fails most often before it ever really begins. Not because it is hard, but because salespeople sabotage it with impatience, poor judgment, or misplaced effort. If you recognize any of these behaviors, they are costing you leverage inside the account. Trying to build fifty superficial relationships instead of multiple deep, meaningful connections. Spray and pray doesn't work in prospecting, and it doesn't work in account multithreading. Asking for referrals before you've built credibility. You can't extract value before you've created it. Failing to nurture the relationships you've already initiated. You can't plant seeds and never water them. Ignoring the law of reciprocity. If you don't offer value first—business insights, useful data, relevant introductions—people won't feel any obligation to help you. You'll burn through goodwill and get nothing back. Wearing out your welcome. If you've reached out multiple times with relevant insights and gotten silence, that's a signal. Move on. How to Build Your Account Web With Multi-Threading Start by mapping the web of people connected to your account. Decision makers, influencers, skeptics, the quiet analysts whose opinions shape what the decision makers think. Write it down. Visualize the relationships you have, the ones you need, and the blank spaces in between. Then ask questions that open doors and show you recognize the decision is bigger than one person. "Who else on your team would have a point of view on this?" "Would it be helpful if I shared what other departments are doing with similar tools?" "Is there someone else who should see this?" Or use my favorite: "I need your advice on this." That phrase invokes reciprocity and dramatically increases the probability they'll give you the referral. When trust is formed, asking for a direct referral becomes an act of generosity rather than an intrusion. Frame it around value, not obligation. "Would you be willing to introduce me to your colleague in operations? I think she'd have an interesting take on what we're talking about." "If anyone else on your team might benefit from this, would you mind sharing my name?" People say yes far more often than you think when you ask this way. The Quiet Chorus That Closes Deals The more people who trust you, the faster and further your message travels inside the account. You've got accounts in your pipeline right now sitting on a single thread. One job change, and that deal you've been nursing for months vanishes overnight. Stop searching for the one perfect contact. Start building a small community inside every account. It's not a single voice that carries your deal through. It's three voices in three different departments saying the same thing about you when you're not in the room. Protect Your Pipeline with Discipline Account multithreading isn't complicated, but it requires discipline and a shift in how you approach relationship-building. If you're ready to protect your pipeline, increase your win rate by 34%, and build accounts that grow instead of churn, start mapping your key accounts today. Identify the blank spaces. Ask better questions. Build the web before you need it. Ready to close more deals? Explore Keith Lubner's courses on Sales Gravy University. 

You’ve got a champion. Someone inside the account who gets it. They love your solution, they’re fighting for your proposal, and they’re feeding you intelligence about the decision-making process. So you’re golden, right? Wrong. One reorganization, one promotion, one departure, and your deal could vanish overnight. Research from LinkedIn Sales Solutions analyzed thousands of enterprise deals and found something most salespeople refuse to believe: sales teams that build relationships with multiple stakeholders inside an account are 34% more likely to win.  That’s the difference between hitting quota and missing it. Between a banner year and a brutal one. Why Single-Threaded Deals Die On average, 4-7 people influence a complex B2B buying decision. Even if you nail the pitch, you’re still just one voice in a conversation happening behind closed doors. A conversation where people you’ve never met are raising objections you’ll never hear. Where priorities you don’t know about are shifting the criteria.  Your champion can be dismissed as “the person who likes that vendor.” But when you’ve got three advocates from different departments? Consensus wins deals. Your Champion Won’t Stick Around One in five of the people you’re counting on right now won’t be in their role twelve months from now. They’ll get promoted, reassigned, poached by a competitor, or laid off in the next restructuring. When that happens to your sole contact, your deal doesn’t just stall. It dies. The new person in that role has zero relationship with you, zero context on your solution, and zero incentive to champion something their predecessor started. But if you’ve built what top performers call “account insulation”—relationships with two, three, or four people across different departments and levels—the web flexes when someone leaves. It doesn’t break. Weak Ties Matter More Than You Think We’re trained to go deep with our primary contact. Build trust. Understand their pain points. Tailor every message to their specific needs. That’s not wrong. It’s just incomplete. In complex selling scenarios, influence often spreads through what researchers call weak ties—the casual, adjacent connections that link clusters of strong relationships. These are your amplifiers. A brief introduction. A shared article. A helpful insight that makes someone in operations remember your name when your solution comes up in a meeting you’re not in. These loose connections become the difference between a deal that stalls and one that scales. Think about how deals from referrals close. They close twice as fast as deals that start cold. Accounts with multiple contacts grow larger, stay longer, and refer more business. The pattern is clear. Get enough internal referrals, and you stop being the vendor someone works with. You become the partner everyone trusts. Five Mistakes That Keep You Single-Threaded Account multithreading fails most often before it ever really begins. Not because it is hard, but because salespeople sabotage it with impatience, poor judgment, or misplaced effort. If you recognize any of these behaviors, they are costing you leverage inside the account. Trying to build fifty superficial relationships instead of multiple deep, meaningful connections. Spray and pray doesn’t work in prospecting, and it doesn’t work in account multithreading. Asking for referrals before you’ve built credibility. You can’t extract value before you’ve created it. Failing to nurture the relationships you’ve already initiated. You can’t plant seeds and never water them. Ignoring the law of reciprocity. If you don’t offer value first—business insights, useful data, relevant introductions—people won’t feel any obligation to help you. You’ll burn through goodwill and get nothing back. Wearing out your welcome. If you’ve reached out multiple times with relevant insights and gotten silence, that’s a signal. Move on. How to Build Your Account Web With Multi-Threading Start by mapping the web of people connected to your account. Decision makers, influencers, skeptics, the quiet analysts whose opinions shape what the decision makers think. Write it down. Visualize the relationships you have, the ones you need, and the blank spaces in between. Then ask questions that open doors and show you recognize the decision is bigger than one person. “Who else on your team would have a point of view on this?” “Would it be helpful if I shared what other departments are doing with similar tools?” “Is there someone else who should see this?” Or use my favorite: “I need your advice on this.” That phrase invokes reciprocity and dramatically increases the probability they’ll give you the referral. When trust is formed, asking for a direct referral becomes an act of generosity rather than an intrusion. Frame it around value, not obligation. “Would you be willing to introduce me to your colleague in operations? I think she’d have an interesting take on what we’re talking about.” “If anyone else on your team might benefit from this, would you mind sharing my name?” People say yes far more often than you think when you ask this way. The Quiet Chorus That Closes Deals The more people who trust you, the faster and further your message travels inside the account. You’ve got accounts in your pipeline right now sitting on a single thread. One job change, and that deal you’ve been nursing for months vanishes overnight. Stop searching for the one perfect contact. Start building a small community inside every account. It’s not a single voice that carries your deal through. It’s three voices in three different departments saying the same thing about you when you’re not in the room. Protect Your Pipeline with Discipline Account multithreading isn’t complicated, but it requires discipline and a shift in how you approach relationship-building. If you’re ready to protect your pipeline, increase your win rate by 34%, and build accounts that grow instead of churn, start mapping your key accounts today. Identify the blank spaces. Ask better questions. Build the web before you need it. Ready to close more deals? Explore Keith Lubner’s courses on Sales Gravy University. 

Waardeer je onze video's? Steun dan Café Weltschmerz, het podium voor het vrije woord: https://www.cafeweltschmerz.nl/doneren/Pieter Stuurman ontvangt deze week wetenschapsjournalist Marcel Crok in de studio. Marcel heeft met een aantal collega's onderzoek gedaan naar “verdwenen” hittegolven toen de klimaatpaniek in 2018 toesloeg: hittegolven komen steeds vaker voor was de boodschap. Uit het onderzoek bleek dat het KNMI een aantal hittegolven gewist had. Na een jarenlange discussie heeft het KNMI nu een correctie toegepast en zijn verdwenen hittegolven weer meegenomen in de gegevens.Uiteindelijk gaat het over de betrouwbaarheid van informatie die verstrekt wordt door instituten waar vaak politiek beleid uit voortkomt. De reacties op de correctie van het KNMI vanuit het buitenland zijn verbijsterd omdat toegeven dat er een fout is gemaakt blijkbaar zeer uitzonderlijk is. Is het tij aan het keren?---Deze video is geproduceerd door Café Weltschmerz. Café Weltschmerz gelooft in de kracht van het gesprek en zendt interviews uit over actuele maatschappelijke thema's. Wij bieden een hoogwaardig alternatief voor de mainstream media. Café Weltschmerz is onafhankelijk en niet verbonden aan politieke, religieuze of commerciële partijen.Wil je meer video's bekijken en op de hoogte blijven via onze nieuwsbrief? Ga dan naar: https://www.cafeweltschmerz.nl/videos/Wil je op de hoogte worden gebracht van onze nieuwe video's? Klik dan op deze link: https://bit.ly/3XweTO0

Bitcoin is the most secure network in the world, but it still carries technical debt from its earliest days. Shinobi sits down with Bitcoin Core developer Antoine Poinsot to discuss the Great Consensus Cleanup: a proposal to address four long-standing consensus risks that have existed for nearly a decade. From mitigating the Timewarp attack to preventing compounding validation and resource costs, these changes aim to protect Bitcoin's long-term security and sustainability.

Featured Resources:Meeting Agenda: https://github.com/ethereum/pm/issues/1907Ethereum Magician: https://ethereum-magicians.org/t/all-core-devs-consensus-acdc-174-feb-5-2026/27613/6

In this episode, we speak with Kevin Chesters, author of The Creative Nudge and ex-CSO at Ogilvy UK, about the behavioral science of creativity. Kevin explains how small tactics can boost creativity, why time pressure kills it, and how organizations can build a culture of lateral problem solving. 

Welcome to our brand new game ran by Jen Peters of the Paradox: A Mage the Ascension Podcast (https://paradoxmagepodcast.podbean.com/).  In episode sixteen, the characters face true evil. #magetheascension #m20 #onyxpath #actualplay #worldofdarkness #mage #mage20 #technocracy  === Jen Peters as Storyteller Starring Kelly Clark as Nolan Westcroft Amy Godfrey as Heather  Robin Holford as Tegan Warner Christine Rattray as Sophia Smith Watch us LIVE on Twitch ►   / dorktales   Visit us at https://www.dorktales.ca Our Linktree ► https://linktr.ee/dorktales Join our Discord ►   / discord   Follow our Twitter ►   / dork_tales   Follow our Instagram ►   / dorktaleschannel   Find us on Facebook ►   / dorktaleschannel   Listen to our Podcast ► https://dorktales.podbean.com Support the show on Patreon ►   / dorktales   Buy official Dork Tales Merch ► https://teepublic.com/user/dorktales                                                      ► https://dorktalesstore.redbubble.com! Want to ascend? Perhaps clicking that little bell and subscribing will show you the way of true enlightenment... === Music credits: Music: Sunstorm Trailer by Sascha Ende Free download: https://filmmusic.io/song/9232-sunsto... License (CC BY 4.0): https://filmmusic.io/standard-license Music from Monument Studios:      Cinematic Atmos      Red Room These songs are licensed as part of the All in One Bundle https://www.monumentstudios.net Music from Dark Fantasy Studio:      Bio Hazard Licensed under a Premium License http://darkfantasystudio.com Like what you heard? For background ambience we used sounds from Tabletop Audio!  Tabletop Audio is a site with a full toolkit of songs, special effects, and soundboards to bring your adventures to life! The composer, Tim, hosts the site for free, so give it a try and if you have a few spare bucks, definitely donate! The quality of his work is staggering. https://www.tabletopaudio.com

Subscribe now to skip the ads and access all of our episodes. Danny and Derek are joined by sociologist Paul Starr to talk about the transformation of American politics from the postwar period to the present. They discuss the idea of a foundational American contradiction, how the civil rights movement helped break the midcentury political consensus, why economic inequality and labor decline reshaped party coalitions, immigration, the expansion of presidential power, the decline of institutional legitimacy, and how these changes contributed to the rise of both Obama and Trump. Read Paul's book American Contradiction: Revolution and Revenge from the 1950s to Now. Recorded in December 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

Danny and Derek are joined by sociologist Paul Starr to talk about the transformation of American politics from the postwar period to the present. They discuss the idea of a foundational American contradiction, how the civil rights movement helped break the midcentury political consensus, why economic inequality and labor decline reshaped party coalitions, immigration, the expansion of presidential power, the erosion of institutional legitimacy, and how these changes contributed to the rise of both Obama and Trump.Read Paul's book American Contradiction: Revolution and Revenge from the 1950s to Now.Recorded in December 2025Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

How do you lead when your team is waiting, and your silence is doing damage? In this episode of the Don't Waste the Chaos Podcast, Kerri M. Roberts unpacks why indecision is a decision, how stalled leadership quietly erodes trust, and why leadership infrastructure depends on clear boundaries, accountable authority, and timely action. This is for founders, CEOs, COOs, and executive leaders navigating people complexity and organizational transformation who need sharper executive decision support - not more meetings, more consensus-seeking, or more delay.You'll learn what decision avoidance signals to your team, how culture “fills the vacuum” when leaders won't hold the line, and what it looks like to choose decisiveness anchored in integrity, even when the decision isn't fully baked.Key TakeawaysIndecision is not neutral—it's a signal. Your delay communicates “I'm unwilling to use my authority here,” and people adjust their trust accordingly.Trust, authority, and boundaries operate as a triangle. Boundaries require decisions, authority requires clarity, and trust forms when people believe you'll act.Consensus can become a hiding place. When everything requires buy-in from everyone, progress stalls and “patience” becomes the only rewarded behavior.Culture fills the vacuum when leaders won't confront reality. Avoided conflict turns into tolerated poor behavior, optional accountability, and quiet resentment.Decisiveness anchored in integrity matters more than perfection. Leaders don't need certainty—they need courage, clarity, and follow-through.ResourcesEmployer Responsibility Checklist (Free Resource):A practical clarity tool to help leaders understand where accountability truly sits, what employers are responsible for, and where “I didn't know” stops working. saltnightadvisors.com/employerresponsibilitychecklist Bark Phone (Parental Tech Boundaries):Referenced in this episode as an example of consistent boundaries and protective authority in parenting. Bark helps parents monitor and manage online activity without handing kids unrestricted access.

Need a refresher on youth sport-related concussion? Today's episode is a rapid review of the epidemiology and best practice for managing youth concussion. Lisbeth Lund Pedersen (University of Southern Denmark & Danish Society for Sports Physiotherapy) shares the results of the HAAPY study, which involved more than 900 young Danish handball players prospectively recording handball exposure and injuries. We discuss why female athletes might have a greater concussion risk, and what clinicians can do to promote you athletes' brain health. ------------------------------ RESOURCES Health And Performance Promotion in Youth Sport (HAPPY) study of concussion: https://www.jospt.org/doi/10.2519/jospt.2025.13399 Female, woman and/or girl Athlete Injury pRevention (FAIR) practical recommendations: https://pubmed.ncbi.nlm.nih.gov/41330629/ Consensus statement on concussion in sport: https://pubmed.ncbi.nlm.nih.gov/37316210/

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Visit ⁠⁠http://pmpdoctor.com/⁠⁠ for more PMP practice questions.In the PMP Exam Mindset, "Negotiating Project Agreements" (People Domain, Task 8) is about finding the Win-Win. Forget the "hard-bargaining" movie tropes—the PM's goal is to reach a sustainable consensus that protects project objectives while maintaining healthy relationships.1. Core Mindset PrinciplesCollaboration Over Competition: Negotiation isn't about winning at the other party's expense. It's about aligning everyone to the project's success.Know Your Bounds: Always understand your BATNA (Best Alternative to a Negotiated Agreement) and your limits before entering the room.Focus on Interests, Not Positions: If a stakeholder demands "Feature X," ask why. The underlying interest is often easier to satisfy than the rigid demand.Integrity First: Never promise something the team cannot deliver just to close a deal.Analyze Bounds of Negotiation: Determine the scope, budget, and schedule flexibility before starting.Assess Priorities and Objectives: Use tools like MoSCoW Prioritization to understand what is "Must-Have" versus "Nice-to-Have."Verify Objectives Are Met: Ensure the final agreement actually solves the project's needs and is documented in an Agreement or Contract.Participate in Negotiations: You aren't just an observer; you are the bridge between the technical team and the Procurement/Legal departments.2. Key Exam Enablers (Subtasks)Based on the PMP Content Outline, you must master:3. The Agile PerspectiveIn Agile projects, negotiation is continuous. We prioritize "Customer Collaboration over Contract Negotiation" (Agile Manifesto). This means favoring flexible contracts, like Fixed-Price Incremental or Time and Materials, that allow for changing priorities.Exam Tip: The "Consensus" StrategyIf you see a question where two stakeholders disagree on a requirement, the correct answer usually involves facilitating a meeting to find common ground or using Multi-Criteria Decision Analysis to objectively rank options.

Original Release Date: January 16, 2026Our 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.

In this episode of A Whole New Level, Christopher Gardner, PhD, joins Mike to discuss his decades in nutrition research, the challenges of conducting randomized controlled trials (RCTs) on diet, and how to communicate complex science to the public. Gardner has led some of the most rigorous research ever comparing dietary approaches in real-world conditions, so his insights about what works (cutting processed food and sugar) and what doesn't (obsessing about macronutrients) are worth a listen. Sign Up to Get Your Free Ultimate Guide to Glucose: https://levels.link/wnlIn this episode, we cover:What a nutritional interventionist is – someone who studies people who are asked to change their diet, tracking them and taking samples to see what might have changed.How to square widely-accepted lessons about nutrition (i.e., junk food=bad) with the high degree of individuality in diets that work.The concept of "equipoise" in study design, which means making sure both diets being compared are well-represented versions of that diet (e.g., a "kick butt diet A and a crappy diet B" is avoided).The dilemma of communicating single-study results to the public and the role of the Netflix documentary on Gardner's famous twin study in making science engaging.Dr. Gardner's experience on the Dietary Guidelines Advisory Committee and the methodology used to reach conclusions.The focus on ultra-processed foods and the need to message the consensus points of eating more whole foods and vegetables, and avoiding added sugar and refined grains.The learnings from the DIETFITS study, which compared low-carb and low-fat diets among 600 people for a year, and why there was more variation among people within a diet than between the two diets.

Over the last 6 months, Paul Sztorc has compiled an impressive list of inconsistencies and significant losses from the Bitcoin maximalist camp. He referred to them as ”derangements” and we cover most of them in this brutally honest wakeup call. Read Paul's article: https://www.truthcoin.info/blog/derangements/ Time stamps: 00:01:16 Introduction & Article Overview 00:02:41 Defining Derangements 00:05:31 Truth vs. Loyalty in Bitcoin Culture 00:09:55 Leadership Void & Bitcoin Core Stagnation 00:14:25 Consensus, Soft Forks, and Governance 00:17:46 Block Size Wars & Scaling Debates 00:19:11 Bitcoin Cash, Competition, and Signaling Theory 00:27:27 Bitcoin SV, Craig Wright, and Cultural Derangements 00:31:52 Lightning Network as a Sacred Cow 00:41:14 Treasury Companies & Michael Saylor 00:51:37 Layer Two Labs & Scaling Solutions 00:54:16 Drivechain, Quantum Resistance, and L2 Competition 01:07:24 Soft Forks, BIP Process, and Development Paralysis 01:11:41 Ordinals, NFTs, and Filtering Debates 01:22:36 Attacks on Developers & Community Toxicity 01:25:24 CTV, Jeremy Rubin, and Soft Fork Misunderstandings 01:41:24 Ethereum, Altcoins, and Market Competition 01:51:16 Mining, Miners' Apathy, and Industry Scaling 02:03:09 Libbitcoin vs. Bitcoin Core 02:17:46 Final Rotation & Store of Value vs. Medium of Exchange 02:35:08 Non-Mined L2s, Rollups, and Miner Incentives 02:52:05 Purity Tests & Cancel Culture in Bitcoin 03:08:35 SegWit Discount & Taproot Critique 03:26:23 Address Formats, BIP47, and UX Derangements 03:36:50 Silent Payments, BIP47 & Privacy Features 03:55:05 Bitcoin Maximalism, Post-Maximalism, and Ideology 03:57:47 Game Theory, Politics, and Drivechain Criticism 04:00:14 Conclusion & Final Thoughts

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Exploring Anvil protocol with Acronym Foundation President Tyler Spalding. Acronym Foundation President Tyler Spalding joins CoinDesk's Jennifer Sanasie to discuss how the Anvil protocol is turning digital assets into functional "letters of credit." Using his own Consensus 2026 sponsorship as a real-world test case, Spalding reveals how Anvil's decentralized collateral management is enabling a more transparent, frictionless version of the Buy Now Pay Later model. - This episode was hosted by Jennifer Sanasie.

In this episode, Alan Dunne is joined by Dario Perkins to examine why the global macro consensus may be fundamentally misreading the current cycle. The conversation moves from US fiscal stimulus and Federal Reserve credibility to the limits of the K-shaped economy narrative. Perkins challenges prevailing assumptions around AI-driven productivity, labor market weakness, and falling inflation, arguing that policy choices are pushing economies toward overheating rather than stagnation. The discussion extends to bond markets, term premia, Japan's normalization, Europe's fiscal pivot, and China's rebalancing dilemma. What emerges is a picture of renewed growth, rising risks, and a cycle whose ending is now becoming visible.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on LinkedIn.Follow Dario on Twitter.Episode TimeStamps: 00:00 - Opening remarks and context02:25 - Global uncertainty and growth expectations05:00 - The K-shaped economy under scrutiny08:12 - Fiscal stimulus, tariffs, and timing effects11:07 - Fed independence and political pressure17:06 - The race to appoint the next Fed chair26:35 - Productivity data and the AI narrative35:51 - Labor market stall speed debate39:56 - Bond markets, term premia, and inflation risk46:03 - Japan's normalization and demographic...

Every year, Halfwheel publishes the consensus list of cigars for the previous year. Some lists are excluded. We look into the reasons they do not consider some lists and whether this makes sense. Dave gives the top 10 reasons why the Cigar Authority should be included. The Cigar Authority is a member of the United Podcast Network and is recorded live in front of a studio audience at Studio 21 Podcast Cafe upstairs at Two Guys Smoke Shop in Salem, NH

Today, we are launching How I AI, a new weekly show dropping straight into your How I Work feed every Monday. Over the past few years, I’ve become deeply interested in AI – not because I’m a tech geek, but because I’ve seen what happens when the right tools are used in the right way. You get time back. You think more clearly. And the work itself gets better. I’m joined by Neo Aplin, who heads up inventium.ai, our AI training arm at Inventium. Neo spends his days testing tools, platforms and models so the rest of us don’t have to. In today’s show, Neo and I walk through the 13 AI tools we use every day. We cover: How Neo and I use different large language models for different kinds of thinking, writing and research Why Gemini has become my go-to for deep research How I capture meetings without recordings using Granola Privacy-first alternatives for note-taking and meetings Using Consensus to explore science-backed answers and academic research Why Perplexity is brilliant for product research and comparisons The podcast app I rely on to save ideas without breaking my listening flow How Wisprflow has replaced most of my typing Using NotebookLM to learn faster from long YouTube videos Turning spoken thoughts into journal entries with Letterly Running AI models locally for privacy, security and offline work Connect with Neo Aplin on LinkedIn and via inventium.ai, where he leads Inventium’s AI training and upskilling work with organisations and teams. And here are links to all the tools we spoke about: ChatGPT – best for thinking things through, research, and talking out rough ideas. Claude – the go-to when writing or editing and wanting something that actually sounds human. Gemini – strongest for deep research, especially when comparing results across tools. Microsoft Copilot – an AI EA inside Microsoft, working across emails, files, and documents. Granola – frictionless meeting notes that quietly capture transcripts and build smarter notes. Hyprnote – a privacy-first, local alternative to Granola that runs on your own computer. Otter – meeting transcripts with speaker labels, useful for in-person conversations. Consensus – science-backed answers pulled directly from academic research. Perplexity – ideal for product research, comparisons, reviews, and smarter shopping. Snipd – a podcast player that saves key moments with one tap, without breaking flow. Wispr Flow – fast, intelligent dictation that formats and corrects as you speak. NotebookLM – turns long YouTube videos into quick, searchable insights. Letterly – voice-based journalling that turns spoken thoughts into clean written entries. My latest book The Health Habit is out now. You can order a copy here: https://www.amantha.com/the-health-habit/ Connect with me on the socials: LinkedIn (https://www.linkedin.com/in/amanthaimber) Instagram (https://www.instagram.com/amanthai) If you are looking for more tips to improve the way you work and live, I write a weekly newsletter where I share practical and simple to apply tips to improve your life. You can sign up for that at https://amantha-imber.ck.page/subscribe Visit https://www.amantha.com/podcast for full show notes from all episodes. Get in touch at amantha@inventium.com.au Credits: Host: Amantha Imber and Neo Aplin Sound Engineer: Martin Imber See omnystudio.com/listener for privacy information.

This episode explores why bold ideas so often fail not because they're wrong, but because they collide with expert identity, status, and narrative inertia. Drawing on Professor Angus Fletcher's work across literature, neuroscience, and elite military training, the conversation reveals how resistance forms...and how it can be softened without surrendering truth. We learn why timing, framing, and emotional security matter more than raw correctness when challenging entrenched thinkers. It's a practical guide for theorists, researchers, and creators who want their ideas to survive first contact and actually be heard.Part 2: https://youtu.be/_e8PDmutK0wPATREON https://www.patreon.com/c/demystifysciPARADOX LOST PRE-SALE: https://buy.stripe.com/7sY7sKdoN5d29eUdYddEs0bHOMEBREW MUSIC - Check out our new album!Hard Copies (Vinyl): FREE SHIPPING https://demystifysci-shop.fourthwall.com/products/vinyl-lp-secretary-of-nature-everything-is-so-good-hereStreaming:https://secretaryofnature.bandcamp.com/album/everything-is-so-good-herePARADIGM DRIFThttps://demystifysci.com/paradigm-drift-show00:00 Go! Narrative resistance and why new scientific ideas fail00:05:20 Inherited beliefs, status, and emotional security in science00:13:15 Why revolutions in science rarely start rigorously00:18:46 Consensus, utility, and the difference between science and truth00:24:30 Science as story: rationality, beauty, and belief00:32:30 Enchantment, myth, and magical thinking in science00:38:48 Making unsexy truths emotionally compelling00:47:10 Narrative intelligence vs modern science communication00:55:54 Isolation at the edge of expertise00:58:14 From neuroscience to narrative theory01:00:31 Why the military took narrative theory seriously01:05:53 Cranks, outsiders, and how breakthroughs get validated01:10:32 Why optimization fails for humans01:17:14 Narrative imagination vs creativity theory01:21:10 Roleplay as preparation for difficult conversations#consciousness , #humanbehavior, #creativity, #intelligence, #decisionmaking, #psychology, #meaning, #innovation, #learning, #thinking, #history, #philosophy, #communication, #leadership, #physicspodcast, #philosophypodcast MERCH: Rock some DemystifySci gear : https://demystifysci-shop.fourthwall.com/AMAZON: Do your shopping through this link: https://amzn.to/3YyoT98DONATE: https://bit.ly/3wkPqaDSUBSTACK: https://substack.com/@UCqV4_7i9h1_V7hY48eZZSLw@demystifysci RSS: https://anchor.fm/s/2be66934/podcast/rssMAILING LIST: https://bit.ly/3v3kz2S SOCIAL: - Discord: https://discord.gg/MJzKT8CQub- Facebook: https://www.facebook.com/groups/DemystifySci- Instagram: https://www.instagram.com/DemystifySci/- Twitter: https://twitter.com/DemystifySciMUSIC: -Shilo Delay: https://g.co/kgs/oty671

The IPS DEPROGRAM session from late January 2026 focuses on the deconstruction of what it describes as manufactured historical events and the identification of predictive programming within mainstream cinema. The broadcast analyzes recurring symbolic patterns—such as the color green and the number 37—to argue that modern news events are scripted "psyops" designed to manipulate public perception,,.Engineered Martyrs and the "37" Pattern: The analysis identifies a recurring pattern where "martyrs" of the left, such as Renee Good and Alex Preddy, are both 37 years old and die under circumstances that mirror fictional scripts,,. This includes a Green Beret who blew up a Cybertruck, also aged 37, suggesting a templated approach to these news stories,.Predictive Programming in Cinema: Movies like Wicked (Part 1 and 2) and The Madness are framed as "reinforcement content" that prepares the population to accept specific narratives,. For example, the Wizard of Oz character is viewed as a proxy for Donald Trump, while the "Wicked Witch" represents marginalized groups or Antifa rising against a "fraudulent" system,,.Symbolism of the Color Green: The broadcast traces the use of the color green—from the Joker's hair and the "Emerald City" (Seattle) to the band Green Day and the "Green Beret"—as a code for the political left and Antifa-led class warfare,,. This symbolism is seen as a tool for calculated provocation against the right.The Media Duopoly and the "World Stage": IPS posits that both mainstream and alternative media exist as a duopoly that operates within the same fictional universe,. True deprogramming involves moving to an "off-world stage" perspective to recognize that the entire "forest" of media is fake, rather than just individual "trees",.Mind War and Manufactured History: Drawing on the concept of "Mind War" (linked to General Paul Vallely), the session argues that history is being "bent" and scripted decades in advance,. This creates a hyperreality where real life and scripted events are merged so perfectly that the public can no longer distinguish between them,."This is not cherry picking. This is more like film criticism than anything. We're looking at the artistry, the craft.""What are they being prepared to believe? Because if they see it on TV, they'll believe it... They're already accepting the narratives.""If you're not pointing out that the whole forest is fake, you're wasting your time. You have to have the wide view.""The predictive programming content can be looked at as product placement advertisement for future historic events, which will be portrayed on the world stage.""We are nonbelievers... we delineate between the two timelines and refuse to believe the fake stuff."IPS.monster: The central hub for latest replays, Discord access, and think tank research,.timosman.substack: Blog featuring in-depth analysis on the symbolic meaning of the color green and other deconstructions,.If you are interested in a deeper look at specific movie breakdowns mentioned, such as The Madness or Mickey 17, would you like me to focus the next part of our conversation on those cinematic parallels?Key Topics and ThemesKey QuotesRelevant Links

Every Oscar season turns into a debate about snubs, surprises, and who got robbed—but that conversation often misses the point. In this episode, I break down my bigger issue with the Oscars: how consensus culture leads to the same films dominating every category, even when craft should be judged independently.I share thoughts on this year's nominations, highlight categories that actually took chances, and talk about films I wish were part of the broader conversation. And I close with a simple reminder: if we really care about movies, the most impactful thing we can do is keep going to the theater—even a few times a year.

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

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.

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

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