Podcasts about Crowding

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe past few weeks have seen potential game changers popping up at home as well as all over the globe.How tectonic are they?Are they re-shaping the future in ways that impact investing strategy?To find out, we have the great good fortune of sitting down with research analyst Stephanie Pomboy, who will not only share her latest macro & market outlook, but take audience Q&A live.#macro #geopolitics #oil 0:00 Has the grand game just changed?2:15 Kevin Warsh and a less interventionist Fed4:21 Ending the Fed put: the Greenspan parallel6:33 Long-term Treasury yields at two-decade highs8:28 Are we in a secular higher-rate era?9:49 Bankruptcies, private credit marks, and hidden stress11:33 Why no crisis yet: Fed-put psychology13:48 Mixed signals from Warsh and Bessent15:41 Why the economy hasn't buckled yet18:53 AI capex risk and 2007 credit-market echoes21:09 Crowding out and debt rolling at 7.4%23:27 Treasury intervention: buybacks and the yen24:20 The 1921 depression and letting markets clear30:34 Has the put moved from the Fed to Treasury?32:13 The TGA “trillion-dollar” bluff and midterms35:18 Revaluing the U.S. gold reserve37:20 Japan's soaring yields and the yen carry trade40:48 How seismic would a carry-trade unwind be?42:03 Leverage, margin debt, and corporate balance sheets45:26 Venezuela oil: game changer or nothing burger?53:35 Venezuela, Iran, and the China angle54:51 Canada, Iran, and America as the world's gas station57:55 The biggest if: midterms, 2028, and policy reversal1:00:00 Where to follow Stephanie + conference wrap_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Animal shelters in Tampa Bay have too many pets and not enough space. What's leading to the overcapacity — especially for cats? And what can be done to reduce the number of stray and abandoned animals?Also, eco anxiety is a “chronic fear of environmental doom.” And it can be bad for your health — and the environment. Do you have it?We also revisit a report from WUSF's Jessica Meszaros about how climate change is taught in Florida schools.Follow us on social media:Facebook: https://www.facebook.com/WUSFInstagram: https://www.instagram.com/wusfpublicmedia/YouTube: https://www.youtube.com/channel/UCsN1ZItTKcJ4AGsBIni3

In dieser Folge spricht Sebastian mit Christoph Balz über das Konzept ECCU ( Emergency Critical Care Unit). Eine ECCU ermöglicht die intensivmedizinische Versorgung schwerstkranker Patienten direkt in der Notaufnahme/ Notfallstation, um Engpässe bei Intensivbetten zu überbrücken. Verschiedene internationale Modelle, von fest installierten Einheiten bis hin zu mobilen Expertenteams, senken nachweislich die Mortalität und verbessern das Überleben durch frühzeitige Interventionen. Trotz des hohen Personaleinsatzes bleibt das Konzept oft kostenneutral, da es die Verweildauer auf der Intensivstation verkürzt, Komplikationen reduziert und das Crowding in Notaufnahmen abmildert. Eine erfolgreiche Umsetzung erfordert eine enge interdisziplinäre Zusammenarbeit sowie die Zusammenführung von Notfall- und Intensivkompetenzen, um Synergien in der Behandlung zu nutzen. Letztlich schafft ECCU attraktive neue Tätigkeitsfelder für spezialisiertes Personal und optimiert nachhaltig die Versorgungsqualität an der entscheidenden Schnittstelle zwischen Erstversorgung und Intensivmedizin. Take-Home-Message: ECCU stellt eine Win-Win-Win-Situation dar, die durch den gezielten Einsatz von Intensiv-Expertise in der Notaufnahme Leben rettet, klinische Prozesse effizienter gestaltet und das Personal entlastet. Wir wünschen euch viel Spass beim Zuhören und wie immer freuen wir uns sehr über Feedback

Watch Us On YouTube! Announcing a new, ongoing benefit for annual subscribers of our Slack community. Annual subscribers receive a free Points Path Alerts subscription OR a 30% discount on Points Path Pro. Airline lounge access keeps getting more expensive—and Ed and Richard are wondering who is actually paying these prices. This week on Miles To Go, they break down American Airlines' latest Admirals Club changes, including higher membership prices and a revamped Executive Card. With individual lounge membership now costing hundreds of dollars and family access climbing even higher, the guys debate whether the airline credit card is now the only logical way to buy into the ecosystem. That leads to a broader discussion about whether airport lounges deserve as much weight as they get when travelers evaluate premium credit cards. Crowding, long lines, limited space, and inconsistent food all make Ed question how much real value lounge access adds. Richard also shares a surprise about JetBlue Mint: even on an expensive transcontinental Mint ticket, lounge access still isn't included unless you're flying transatlantic. Then the conversation shifts to a brand-new luxury resort cancellation controversy, where a well-known YouTuber arrived only to find his reservation had been canceled at the last minute. Finally, Richard gives an update on his Frontier GoWild Pass—and admits that, despite owning it, he still hasn't actually managed to use it. Get hydrated like Ed in Vegas with Nuun If you enjoy the podcast, I hope you'll take a moment to leave us a rating. That helps us grow our audience! If you're looking for a way to support the show, we'd love to have you join us in our Travel Slack Community.  Join me and other travel experts for informative conversations about the travel world, the best ways to use your miles and points, Zoom happy hours and exciting giveaways. Monthly access Annual access Personal consultation plus annual access We have witty, funny, sarcastic discussions about travel, for members only. My fellow travel experts are available to answer your questions and we host video chats multiple times per month. Follow Us! Instagram: https://www.instagram.com/milestogopodcast/ TikTok: https://www.tiktok.com/@milestogopodcast Ed Pizza: https://www.instagram.com/pizzainmotion/ Richard Kerr: https://www.instagram.com/kerrpoints/ ✈️ What We Cover in This Episode ✈️ American Airlines raises lounge prices Admirals Club membership gets more expensive Family access can cost up to four figures Why the Executive Card may be the better path ✈️ AA Executive Card changes Higher annual fee Vacation credits Lyft credit increase AAdvantage Hotels earning More Loyalty Point opportunities ✈️ Are airport lounges overrated? Crowding at Centurion and Chase lounges Limited usefulness at your home airport Why lounge access may not justify a premium annual fee ✈️ JetBlue Mint's missing lounge perk Transcontinental Mint still doesn't include lounge access Discounted paid entry instead Why Ed and Richard find the policy surprising ✈️ A luxury hotel opening controversy A reservation canceled the night before arrival Whether a hotel should cancel a reviewer's stay Why opening-week hotel reviews can be misleading ✈️ Should you stay at a hotel right after it opens? Operational growing pains Incomplete facilities Why both Ed and Richard prefer to wait ✈️ Frontier GoWild Pass update Richard still hasn't used it Limited availability Why it may work better for retirees, students, or flexible travelers ⏱️ Episode 449 Timestamps 0:48 – Vegas heat, travel week setup, and getting started 2:39 – American Airlines raises Admirals Club pricing 6:38 – AA Executive Card changes and whether it's worth $695 10:38 – Are airport lounges really worth premium-card annual fees? 12:20 – JetBlue Mint still doesn't include lounge access on transcon flights 14:06 – M2G passes 9,000 YouTube subscribers 16:53 – Luxury resort cancels a YouTuber's reservation at the last minute 19:42 – Is reviewing a hotel during opening week actually useful? 21:53 – Frontier launches another GoWild Pass offer 22:34 – Richard's GoWild Pass update: has he used it yet?

Dr. Tom Curran shares insights on the Scripture passages: Martha and Mary (Luke 10: 38-42) and The Raising of Lazarus. (John 11: 1-44) Tom explores themes, such as: the practicality of hospitality, prioritizing a relationship with Jesus, doing what is “necessary,” radiating Christ in the world, and more!

In this episode, I guide you through a simple but powerful practice that has been transforming my own mindset and helping me feel more appreciation, joy, and connection in everyday life. Rather than focusing on gratitude, I invite you to explore something slightly different: love. What do you love about your life, your body, your relationships, your work, your friends, and the journey you're on? Together, we'll move through a series of prompts designed to shift your attention away from negativity and toward the things that are already beautiful, meaningful, and worth celebrating. This is an episode to listen to while walking, driving, journaling, or anytime you need a gentle reset and a reminder of what is already good in your life. In this episode: Why focusing on what you love can shift your state of mind The difference between gratitude and love A guided practice to reconnect with appreciation How to soften negativity bias and cultivate more joy Simple prompts you can return to every day Related episodes: 85: Empowering Narrative meditation → 81: Guided Practice: A 10-minute Self-Love Ritual →

C-Lo popped in for an update but it went in a different direction about how the interns are crowding Al's space in the studio.

Further acceleration in AI debt issuance has the potential to steer demand away from government bonds, according to Amundi, Europe’s largest asset manager. “At some point it could have a crowding effect, but we are not there yet,” Gregoire Pesques, the firm’s chief investment officer for global fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “It’s a risk that we monitor,” says Pesques, whose company has $2.7 trillion under management. They also discuss value in corporate debt relative to government bonds, how G7 countries are behaving more like emerging markets and Amundi’s concerns about central bank independence. See omnystudio.com/listener for privacy information.

The world of systematic investing is evolving fast, and in this episode Nick Baltas joins Moritz Seibert to explore the explosive growth of QIS strategies, the current state of trend following in 2026, and the challenges facing systematic investors in today's macro environment. They discuss crowding risks in quantitative strategies, the recent collapse in commodity curve carry, and why some trend managers continue to outperform through broader diversification and alternative markets. The conversation also dives into execution alpha, AI driven research workflows, inflation risks, and the ongoing institutional demand for systematic macro strategies. A sharp and highly practical discussion for anyone interested in trend following, QIS, commodities, and quantitative investing.-----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 Nick on Twitter.Follow Moritz on LinkedIn.Episode TimeStamps:00:00 – Introduction to the episode01:17 – Nick Baltas on AI, research, and market volatility03:02 – Trend following performance update for May 202606:25 – What investors are focusing on in QIS strategies10:14 – Is there cyclicality in investor demand for QIS?15:25 – Wall Street Journal article on the growth of QIS17:15 – Crowding risks and overlapping systematic strategies24:15 – Can hedge funds front run QIS trades?27:46 – Commodity curve carry explained30:48 – Largest drawdown ever for commodity curve strategies33:59 – Is now the right time to buy commodity curve carry?37:20 – Why some curve carry implementations still made money40:01 – Trend following performance across alternative vs traditional markets44:21 – Why broader trend portfolios may improve Sharpe ratios47:22 – Listener question: Is there alpha in execution?49:53 – How CTAs think about execution and slippage53:50 – Why trend following on single name equities is rare57:58 – Chesapeake's single name trend approach59:04 – Final thoughts and wrap upCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

The Mesa Verde Writers Conference will take place in September this year after organizers cited summer crowds and heat in southwest Colorado.

The standard story of American innovation features Silicon Valley, venture capital, and the heroic startup founder.When you trace the history of the internet, GPS, mass-produced penicillin, or the COVID vaccine, the starting point is not a term sheet but a government grant. How much does this matter,  and can we measure it?Tim Phillips speaks to Paolo Surico of London Business School and CEPR who, working with Andrea Gazzani, Joseba Martinez, and Filippo Natoli, has built the first systematic empirical account of how government-funded innovation has shaped US productivity since the Second World War. The headline result: government-funded patents account for roughly 2% of all patents filed in the post-war period, but explain around 20% of medium-term fluctuations in total factor productivity and GDP growth. The return on every dollar of public R&D is more than double the return on every dollar of private R&D. The key mechanism is not that government crowds out private investment; it crowds it in. For every dollar of public research, roughly another dollar of private investment follows, as talent from universities and research institutes moves into startups that commercialise what the public sector seeded. The logic is high-risk, high-reward: the government takes on the uncertainty and fixed costs that the private sector will not bear, accepting a large number of failures in order to find the breakthroughs that private capital would never have funded. The model is now under pressure: 2025 brought the largest cuts to US federal science funding in the post-war period. AI adds a further complication: for the first time, a general-purpose technology is being driven primarily by private capital, and that capital is now pulling the best scientific talent out of research institutes and universities and into industry. If that shift becomes permanent, the direction of innovation will be shaped by profitability rather than by broad productivity and living standards. The paper discussed in this episode:Gazzani, Andrea, Joseba Martinez, Filippo Natoli, and Paolo Surico. 2026. "The Public Origins of American Innovation." CEPR Discussion Paper DP20788. Centre for Economic Policy Research. [gated]To cite this episode:Phillips, Tim, and Paolo Surico. 2026. "The Public Origins of American Innovation." VoxTalks Economics (podcast/video).  Assign this as extra viewing. The citation above is formatted and ready for a reading list or VLE.About the guestPaolo Surico is Professor of Economics at London Business School and a Research Fellow of CEPR. [verify URL before publishing] His research focuses on macroeconomics, monetary policy, and the economics of innovation and growth. He has advised central banks and governments on macroeconomic policy and is one of the leading empirical macroeconomists working on the aggregate effects of technology and public investment.Research cited in this episodeScience: The Endless Frontier (Vannevar Bush, 1945) is the report commissioned by President Roosevelt as the Second World War was ending. Bush, Roosevelt's chief scientific advisor, was asked to distil what the wartime mobilisation of research had taught, and how it could be translated into a peacetime innovation ecosystem. The report identified three pillars: government, to set the direction of innovation by funding areas of strategic importance; research institutes and universities, to push the frontier of knowledge without the constraint of commercial goals; and the private sector, to transform new knowledge into new products. The framework became the organisational blueprint for post-war American science and, Surico argues, is the institutional foundation of American technological and economic leadership. The report is in the public domain and available online.The NIH and NSF are the two federal agencies whose funded innovations show the strongest subsequent links to productivity growth in the paper's results. The NIH (National Institutes of Health) funds health and biomedical research; the NSF (National Science Foundation) funds basic research across science and engineering. Both are predominantly funders of university and research-institute work — which is, Surico argues, precisely why their output generates larger productivity gains than defence-funded innovation. The result is not that health research is inherently more productive than defence research; it is that both the NIH and NSF fund more basic, frontier-pushing work, and that basic research generates the largest spillovers regardless of the department that pays for it.Crowding in versus crowding out is the central empirical question in the public R&D literature. Crowding out would mean that government spending on research displaces private spending that would have happened anyway, leaving total innovation roughly unchanged. Crowding in means the opposite: public research creates opportunities and trains talent that then attracts additional private investment. The paper finds consistent evidence of crowding in, particularly when government funds flow to universities and research institutes. For every dollar of public R&D, roughly another dollar of private investment follows, typically as researchers from publicly funded institutions move into startups to commercialise what they developed. This is why the aggregate return on public R&D is more than double the return on private R&D, even though government-funded patents are only two percent of the total.The Solyndra and Tesla parallel is used to illustrate why anecdote-based arguments about public R&D are unreliable. Solyndra — a solar energy company that received a US government loan guarantee and then failed spectacularly — is a frequently cited example of government waste in innovation funding. Tesla received a loan guarantee in the same round of funding and became one of the most valuable companies in history. Surico's broader point is that the government's logic for innovation investment is high-risk, high-reward: it should expect and accept a large number of failures, because the gains from the successes — when they are large enough — more than compensate for the losses. Evaluating public R&D by its failures misses this; evaluating it by its headline successes also misses it. Systematic analysis across the whole portfolio is required.Philippe Aghion's Nobel Prize lecture is cited by Surico on the relationship between innovation, competition, and market structure. Aghion, who shared the Nobel Prize in Economics in 2018, developed Schumpeterian growth theory — the idea that economic growth is driven by creative destruction, with new entrants displacing incumbents through innovation. The key implication Surico draws on is that incumbents have a structural incentive not to innovate disruptively, because doing so would destroy the market position they already hold. Startups, which have no existing position to protect, are the natural vehicle for disruptive innovation. This is why the paper finds that government-funded startups generate larger macroeconomic impacts than government-funded incumbents: startups have both the mandate from public funding and the commercial incentive to take market share.DARPA (the Defense Advanced Research Projects Agency) is the US defence department's high-risk research arm, responsible for funding some of the most consequential technologies of the post-war era, including early internet infrastructure. Surico mentions a less celebrated DARPA project — an attempt to embed microchips into bags for tracking, before drone technology made the approach obsolete — as an example of a genuine failure. It illustrates the high failure rate that comes with high-risk public R&D, and the importance of evaluating the portfolio rather than individual projects.The Draghi report on European competitiveness is cited by Surico as a potential catalyst for a different model of European public investment in innovation. Europe's problem, in his analysis, is not the level of public spending but its composition: too much goes to procurement and too little to basic research and later-stage startup support. Europe has the talent, the research institutes, and the early-stage startups. What it consistently lacks is the capacity to fund the scaling-up phase, which causes European innovations and innovators to be commercialised in the United States. A reallocation of spending toward public R&D that acts as a venture catalyst for later-stage startups — analogous to what Vannevar Bush's framework did for the US after 1945 — is what Surico believes the Draghi report could enable, if acted on.

YouTube is being criticized for serving up “AI slop” to kids. AP correspondent Donna Warder reports.

In this episode, Dallas and Jess follow-up on the R3 keynote address to discuss the good and bad of the R3 movement from both the hunter and conservationist perspective. Many hunters and resource managers find themselves conflicted and they discuss why.

Colorado's prisons have been filled nearly to capacity for months. And when the state has too many people in its prisons, difficult living conditions can quickly become intolerable. That's got Colorado Department of Corrections officials, staff and some lawmakers worried. DOC says it needs more money to fund hundreds of additional beds for male inmates. But state lawmakers in both parties say DOC has failed to come up with a plan to address systemic issues.CPR's Bente Birkeland and KUNC's Kyle McKinnon dig into how the state got to the point of such high occupancy in its prisons, the ripple effect of crowding in prisons and how conversations on solutions are playing out at the State Capitol. Catch up on our coverage: KUNC News: Colorado's prisons and jails are overflowing. What's being done? CPR News: State budget committee rejects request for more prison beds until DOC provides more complete plan KUNC News: Colorado lawmakers reverse course, approve funding for new prison beds Purplish is produced by CPR News and the Capitol News Alliance, a collaboration between KUNC News, Colorado Public Radio, Rocky Mountain PBS, and The Colorado Sun, and shared with Rocky Mountain Community Radio and other news organizations across the state. Startup funding for the Alliance was provided, in part, by the Corporation for Public Broadcasting.Purplish's producer is Stephanie Wolf. Sound design and engineering by Shane Rumsey. The theme music is by Brad Turner. Megan Verlee is the executive producer.

Michael is Co‑Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global Management. We discuss how the private credit landscape has evolved as it has scaled and institutionalized, why parts of the market have become crowded, and how complex strategies like asset‑based lending may offer more compelling risk‑adjusted returns and true portfolio differentiation today.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

In this episode of Excess Returns, we sit down with Neil Howe, author of The Fourth Turning Is Here and co-creator of the Fourth Turning generational framework, along with Ben Hunt of Epsilon Theory, to discuss where we are in the current cycle and what it means for markets, inflation, AI, capital flows, and America's long-term economic outlook. From the debasement trade and rising gold prices to global capital crowding out and the structural forces shaping productivity and growth, this conversation connects generational theory with real-world investing decisions. If you're thinking about inflation, deficits, AI capital spending, global diversification, or how to position defensively and offensively in a shifting macro regime, this discussion provides a powerful framework for navigating what may be a historic transition period.Topics CoveredThe Fourth Turning framework and where we are in the current crisis cycleWhy inflation is not a problem but a policy solution in major crisesThe collapse in US national savings and long-term deficit risksCapital flows, the debasement trade, and the future of the US dollarGold, commodities, and real assets in a regime shiftGlobal diversification and opportunities outside the United StatesAI capital spending, productivity gains, and the risk of overinvestmentCrowding out effects from government deficits and AI hyper scalingTrust, geopolitics, and the long-term implications for global marketsHealthcare, demographics, and structural investment themesDefensive and offensive positioning in a Fourth Turning environmentTimestamps00:00 Inflation as a solution and the generational crisis framework04:00 Explaining the Fourth Turning and historical crisis cycles12:55 Narratives, generational archetypes, and market behavior22:24 Is the Fourth Turning pessimistic or optimistic34:00 Inflation, gold, and the debasement trade40:00 Global capital flows and the reversal of US inflows50:00 AI capital spending and the K shaped capital markets55:09 Crowding out, deficits, and slow growth risks01:02:23 Defensive and offensive investment positioning01:09:31 Final thoughts on diversification, gold, and financials

Die heutige Folge steht im Zeichen des Confidence-Buildings! Aufsaugen und selbstbewusst durch die Saison marschieren!Heute dreht sich alles um die allgemeine Verunsicherung, die wir über die Saison hinweg spüren: Vorweg widmen wir uns dem Thema der "Bereichs-Nomenklatur" (was für eine Wortschöpfung) - wo wir darüber sprechen, was denn nun richtig ist - WSA, EB, GA1, GA2, HIIT, whatever ;) Im zweiten Themenblock stellen wir uns die Frage, wo bleibt die Form? Wann sollten wir nervös werden, was ist vielleicht sogar erwünscht, fühlt sich aber ganz anders an? Und zuletzt, wie wir mit dem "Crowding" umgehen, also Einflüssen und Zurufen der Außenwelt - mögen sie auch gut gemeint sein, aber doch spürbar zur Verunsicherung beitragen. Wenn wir dir auf deiner sportlichen Reise im Triathlon oder in einer der Einzeldisziplinen helfen können, so besuche unsere Website unter www.sweetspot-training.at und melde dich ganz unverbindlich über das Kontaktformular oder schreib uns direkt eine Email unter der unten angeführten Adresse. Wir freuen uns vorn Dir zu Hören! #startlikeapro Habt ihr Feedback oder Fragen:  info@sweetspot-training.at    Facebook: https://www.facebook.com/SweetspottrainerInstagram:https://www.instagram.com/sweetspottrainingYoutube: https://bit.ly/3cq9Btm

Melissa Reider-Demer, DNP, discusses a redesigned discharge workflow that improved inpatient throughput.

In this episode of Excess Returns, Matt sits down with Ben Hunt to break down his new Epsilon Theory essay, World War AI. They explore how the US government, markets, and Big Tech are rapidly shifting the AI narrative from productivity and progress toward a national security arms race with massive implications for energy, capital, jobs, inflation, and the broader economy. Ben explains why AI buildout is consuming enormous resources, how this echoes World War II scale mobilization, why consumers are already feeling the strain, and what policies could still steer the country toward a healthier economic path.Topics covered:• Why the AI narrative flipped from optimism to national security• How AI CapEx creates shortages of energy, capital, and investment elsewhere• The parallels between AI buildout and World War II economic mobilization• Why the promise of AI-driven productivity and leisure was never realistic• The coming squeeze on consumers through higher prices and reduced availability• Why energy bottlenecks and electricity scarcity may lead to rationing• The risk of stagflation and a shrinking job base as AI replaces human labor• The political paths this could take, from authoritarianism to backlash• Ben's three-policy plan: reshoring, energy expansion, and electricity caps• How investors should think about the boom-bust risk of hyperscale growth• Why awareness and public conversation are essential before the window closesTimestamps:00:00 AI narrative shift and the failure of the carrot01:20 Measuring narratives through Perscient Pro05:30 Why Ben wrote World War AI07:30 The carrot vs. the stick in AI storytelling11:00 Utility bills, consumer squeeze, and rising economic pressures12:30 World War II-level spending and debt dynamics15:30 Crowding out the consumer economy17:00 Interest rates, borrowing, and capital shortages20:00 Energy usage, electricity scarcity, and cost-push inflation24:00 Rationing risk and historical parallels26:00 Jobs, productivity, and AI's impact on labor31:00 The lack of new job creation in an AI-driven economy33:00 Why new-tech job optimism does not apply here38:00 Market skepticism and narrative extremes41:00 Political risk, backlash, and potential future paths42:20 The three policies: reshoring, energy buildout, electricity caps49:30 Investment implications and the boom-bust cycle55:00 How AI growth must be subordinated to broader economic goals57:00 Why connecting consumer pain to AI buildout is essential59:30 Early signs of state-level limits on data centers01:02:00 Where to follow Ben Hunt and the continuing story

Likefolio's Landon Swan calls Costco (COST) “frustrating for investors,” noting that it is near one-year lows. He says their data is moving “in the wrong direction,” noting slower growth than investors hoped for. With a third of their goods imported, he thinks they're hitting tariff challenges as well. Landon also says consumers are reporting worse experiences due to crowding.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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Phil and Tony talk about recent results for Accrington Stanley in matches against Fleetwood Town and Tranmere, and how are rash of good results by lower teams, and poor results higher up in the table has made the table incredibly crowded in League 2 coming up to this week's Cup Break. They talk gambling with a big pick on TODAY'S COVENTRY AND WREXHAM MATCH (19:40) INCLUDING THE MONEY LINE AND A BIG PICK ON GHANAIAN STAR BRANDON THOMAS ASANTE. Plus upset picks in this weekend's Premier League action, and Tony's Toronto Blue Jays on the door step of a World Series win.

Can and should Dentists carry out home sleep testing? It's actually super easy and I have been doing it for 18 months! What happens after you screen them—do you know what to do next? This episode will teach you! Dr. Jaz Gulati shares his personal journey into incorporating sleep testing in practice—after 1.5 years of doing it, the impact has been nothing short of game-changing. https://youtu.be/H4rTkIuOHWI Watch PDP243 on Youtube Joined by clinical sleep scientist Max Thomas in this jam-packed episode, they deep dive into what it really means to go beyond awareness of sleep-disordered breathing. He breaks down the practical steps for dentists who want to do more than just refer—and start making a difference in their patients' lives. You'll learn how to bridge the gap between theory and action, how to screen effectively, and why you play a pivotal role in the patient's journey to better sleep, more energy, and a healthier life. Protrusive Dental Pearl: If a patient has been seen gasping, choking, or stopping breathing during sleep — that's pathognomonic for sleep-disordered breathing.

Can and should Dentists carry out home sleep testing? It's actually super easy and I have been doing it for 18 months! What happens after you screen them—do you know what to do next? This episode will teach you! Dr. Jaz Gulati shares his personal journey into incorporating sleep testing in practice—after 1.5 years of doing it, the impact has been nothing short of game-changing. https://youtu.be/H4rTkIuOHWI Watch PDP243 on Youtube Joined by clinical sleep scientist Max Thomas in this jam-packed episode, they deep dive into what it really means to go beyond awareness of sleep-disordered breathing. He breaks down the practical steps for dentists who want to do more than just refer—and start making a difference in their patients' lives. You'll learn how to bridge the gap between theory and action, how to screen effectively, and why you play a pivotal role in the patient's journey to better sleep, more energy, and a healthier life. Protrusive Dental Pearl: If a patient has been seen gasping, choking, or stopping breathing during sleep — that's pathognomonic for sleep-disordered breathing.

Luke 5:1-11, Matthew 6:24-34 Luke 5:1-11 pg. 1,597 v.1: “One day as Jesus was standing by the sea of Galilee the people were CROWDING around Him and listening to the WORD of GOD.” Where ever there is an active, outward facing Church that embraces the tone and the posture of Jesus, doing what Jesus calls […]

Positioning is key! We discuss zoning, crowding, and which factions excel at each. Hope you enjoy! Summoner Wars Discord: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/D8Bb4Xxzmj⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you have any questions, feel free to email us at aaronvw8@gmail.com 

A woman who has moved her elderly parents out of multiple rehab and respite facilites because of serious concerns, including over-crowding, mistakes with medication and unchanged soiled bedding, said sweeping reform is needed in aged care. The woman, we're calling Sandy for privacy reasons, said earlier this year her father, who has dementia, was discharged from a hosptial in the middle of the night in his pyjamas because there was no longer a bed for him. Sandy spoke to Lisa Owen.

Australia and the united kingdom have finalised a treaty on the delivery of the first stage of the AUKUS deal to acquire nuclear powered submarines. This comes as the Talisman Sabre joint military exercise takes place around regional Australia  with involvement from military personnel from almost two dozen countries.

On this episode, Patrick and Neel discuss Newcastle rejecting a £120m bid for Alexander Isak from Liverpool. How does this play into where Hugo Ekitike lands, should Newcastle accept that Isak wants to leave, and what should they invest the money from his sale in? Then, Xavi Simons has been linked to many clubs, but which is the best fit for him? And finally we close out the Club World Cup with the biggest problem Xabi Alonso is facing at Real Madrid and how Chelsea was able to take advantage of PSG's midfield. Enjoy! Subscribe to our FREE newsletter: https://www.thetransferflow.com/subscribe Join Variance Betting: https://www.thetransferflow.com/upgrade Follow us on our Socials: YouTube: https://www.youtube.com/channel/UCe1WTKOt7byrELQcGRSzu1Q X: https://x.com/TheTransferFlow Bluesky: https://bsky.app/profile/thetransferflow.bsky.social Instagram: https://www.instagram.com/thetransferflow/ TikTok: https://www.tiktok.com/@transferflowpodcast Timestamps: 00:00 - Intro and Neel's trip to London 03:17 - Newcastle's Ekitike bid and What it means for Alexander Isak 04:12 - Other moves are complicating this deal 04:27 - Ekitike as a target for Newcastle + Marmoush 05:10 - He thrives in transition heavy sides 06:24 - Ekitike's ball striking + Similarities to Isak 07:10 - The main differences between the 2 08:00 - What do you do if you're Newcastle? 09:36 - If there's any possibility of him wanting to leave you must sell 10:44 - Isak's contract length is a key part of this deal 11:25 - Market shrinking and no options left? 12:04 - Is Ekitike worth a superstar price? 13:16 - Ekitike + £40m lets you address other issues 14:06 - Frankfurt are the biggest winners of this 16:11 - Are Liverpool strong-arming Newcastle? 17:12 - IS 40m worth the risk of replacing Isak with Ekitike? 19:04 - Becoming even more of a transition side 20:16 - An interesting one to follow 20:44 - Cristhian Mosquera 21:39 - Good physicals, bad aerial ability 22:50 - Bozo gene? 24:03 - The price is so low 24:34 - Xavi Simons and Bayern Munich 25:01 - Leipzig are bringing in wide players 25:40 - Bayern is kind of a no-brainer for Simons 26:26 - Similarities to Musiala 27:55 - Fixing a hole in Bayern's squad 28:50 - Sales Bayern need to make? 29:50 - fit at United (If no Cunha?) or Arsenal? 30:30 - The hope is you get 23/24 Simons 31:32 - Why have Bayern not bought Rodrygo already? 33:14 - Not much choice left at LW? 33:50 - CWC and Real Madrid's pressing problems 34:48 - Positive for Real Madrid from CWC 35:19 - Arda Guller and adding creativity to the squad 36:00 - Out of possession is still a mess 37:01 - Missing Mbappe helped with the press + Raul Asensio 38:00 - Does Mbappe/Vinicius ever work? 38:55 - Forcing Mbappe and Vini to defend 39:57 - Vinicius was a good presser when he first arrived 40:26 - Luis Enrique video on repeat 40:50 - The game passed Carlo Ancelotti? 42:06 - The ceiling for his is pretty low + adding good pressers? 43:18 - Chelsea surprise winners + did they get aa lucky draw? 44:05 - Chelsea completely outplayed PSG tactically 44:56 - Crowding the middle vs PSG keeps them quiet 46:42 - Issues with PSG's defensive approach 47:19 - Nuno Mendes had a bad day 47:54 - Not pressing Robert Sanchez? + Fatigue? 49:00 - Good result for Chelsea + getting a big bag

Running nearly 2,200 miles along the spine of the Appalachian Range from Georgia to Maine, the Appalachian National Scenic Trail arguably is the world's most famous long-distance trail. Some think it's also one that can be very crowded in spots. Morgan Sommerville, the director of visitor use management for the Appalachian Trail Conservancy, joins us today to discuss the trail in general and whether it's too crowded.

In this week's episode, we dive into the intensifying crisis in the Red Sea with Professor Jamie Shea.Dominic and Professor Shea unpack the surge of Houthi attacks on commercial shipping, the strategic responses of global powers including China, the United States, France, and Gulf states, and the regional and global ramifications of these disruptions. They explore the risks of unintended escalation in this vital maritime corridor, the impact on 12% of global trade, the challenges of countering non-state actors, the evolving nature of hybrid warfare, and the fragility of maritime security norms. From asymmetric threats to the pressures on the global commons, this episode examines the complex dynamics threatening one of the world's most critical trade routes and the potential for broader geopolitical fallout.Jamie Shea is a globally recognized authority on security and strategy, with 38 years at NATO, including as Deputy Assistant Secretary General for Emerging Security Challenges. He currently holds senior positions at prominent European think tanks, providing unparalleled insights into global security, maritime strategy, and geopolitical risks. His extensive experience includes shaping NATO's response to emerging threats, from piracy to hybrid warfare.The International Risk Podcast is a must-listen for senior executives, board members, and risk advisors. This weekly podcast dives deep into international relations, emerging risks, and strategic opportunities. Hosted by Dominic Bowen, Head of Strategic Advisory at one of Europe's top risk consulting firms, the podcast brings together global experts to share insights and actionable strategies. With over 20 years of experience managing complex operations in high-risk environments, combined with his roles as a public speaker and university lecturer, Dominic is uniquely positioned to guide these conversations. From conflict zones to corporate boardrooms, he explores the risks shaping our world and how organizations can navigate them.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn  and Instagram for all our great updates.Subscribe to our newsletter for weekly briefs.Tell us what you liked!

MIT scientists have found that changes to the atmosphere are enabling space junk to stay in orbit longer. Learn more at https://www.yaleclimateconnections.org/ 

In this episode of the Be Unmessablewith podcast, Josselyne Herman-Saccio discusses the detrimental effects of clutter on both physical and mental spaces. She emphasizes the importance of decluttering to enhance clarity, focus, and creativity. The conversation provides actionable strategies for managing physical clutter and also addresses mental and emotional clutter, offering techniques to help clear the space so you can be free to create what you really want.Get a free download of a  PHYSICAL SPACE COMPLETION CHECKLIST:https://tremendous-builder-5717.ck.page/a432acc308Connect With MeWebsite: beunmessablewith.comInstagram: @beunmessablewithLinkedinFacebookBook a FREE exploration call with Josselyne

Derek Moore talks about airport business as a sign or lack thereof of recessions. Gold makes another all-time high while the safety trade like treasuries and the US dollar aren't working lately. Plus, looking at typical widening of high yield spreads during recessions compared to today. Later, the VIX Index is still not appropriately pricing in historical volatility given the moves again this week in equity markets. Also, surveys of economists are up to 45% probability of recession in the next 12 months although short of the 60%+ probability in late 2022 and early 2023 so why should we even consider them? Finally, how fund managers were overly long US Equities in December but now after the selloff they are saying they may reduce US equities. A little late no and how even professionals may react, panic, or be influenced by prevailing sentiment.    Gold all-time high US Dollar and US Treasuries get correlated with US equities and weren't the safe havens The airport crowdedness indicator of recessions? Fundamental EPS estimates are down a little but not much so far so what are they waiting for? Big earnings week including Tesla and Google (Alphabet) Fund manager surveys show they were overly long US equities before the selloff  Fund manager surveys also show as equities are in drawdown, they are thinking of selling High Yield spreads not showing recession levels of widening currently Typical high yield spread during recessions is 1000 basis points plus How economists tend to crowd together in their predicting recessions VIX Index implied volatility (expected) vs actual volatility (historical)     Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com             

HR1 Dr. Kelly: Zero-Cost Medicaid: Crowding Out the Truly Needy? Drug Costs. Bird Flu Vax. 4-17-25 by John Rush

Date: April 1, 2025 This is another SGEM Xtra. I was asked to give a public lecture for the Gateway Centre of Excellence in Rural Health. The topic was the zombie idea that emergency department crowding is due to non-urgent patients. You can click on this LINK and get a PDF copy of my slides. The […] The post SGEM Xtra Zombie Idea: ED Crowding is Due to Non-Urgent Patients first appeared on The Skeptics Guide to Emergency Medicine.

Are You Crowding God?Andy, a former Anaheim Police Officer, and Hedieh, a former Muslim and FBI contractor in counterterrorism who became a Christian, share their inspiring journey of faith on their website, ResurrectMinistry.com. Through the **Living Fearless Devotional** show, they offer an engaging blend of biblical teaching and personal anecdotes, drawing from their adventurous careers in law enforcement and their experiences raising six children in a blended Christian family. Andy, an international bestselling author of *Falco - Walking with God and a Dog*, and Hedieh, a regular columnist for the *Christian Post*, both provide valuable insights into the joys and challenges of living out their Christian faith in the modern world.Purchase Hedieh's Book, “Living Fearless in Christ” here:https://amzn.to/4gFZ0ftAnd PLEASE… once you buy the book, please give the book 5 stars and write a review. www.RealLifeNetwork.comTry Streamyard for Free!www.GetStreamyardNow.comJoin us as a Founder or just a customer in the Life Wise Companywww.LiveLifeWise.tvOne Year Bible click on the link belowhttps://amzn.to/4fISvY4#America #USA #Jesus #God #DailyDevotional #Love #HolySprit #Christ #Christian #Life #GodSaves #GodsLove #Prayer #RealLife #JackHibbs #DontMockGod

True story: About 90% of traditional orthodontic treatments eventually relapse. But it doesn't have to be this way - not if you address the root causes of the orthodontic problems first. In this episode of Your Mouth Matters, biological dentist Dr. Rebecca Taylor and myofunctional therapist Lily Corley introduce Dr. T's Foundations Ortho program – a critical first phase of treatment that aims to establish proper oral function and breathing patterns. They go on to discuss how and why this step is needed to create lasting results. Topics covered in this episode include How improper breathing patterns and tongue position affect facial development and dental alignment. How issues with the tonsils, adenoids, and breathing disorders can affect orthodontic outcomes. The importance of early intervention (before age 9 is ideal). Why expansion alone isn't enough and you need proper forward growth to create healthier airways and better aesthetics. Orthodontics isn't just about straight teeth, says Dr. T. It's about proper function that supports breathing, sleeping, and overall health throughout life. Whether you're a parent of a child who may need ortho, an adult with crowded teeth or breathing issues, a current patient recommended for the Foundations phase, or someone who has experienced orthodontic relapse, you won't want to miss this episode! 

Today on AirTalk, we'll start by talking to County Supervisors for any fire-related updates. Trump has put a freeze on federal funding, what does that mean for the people who depend on it? An author will be previewing his new book about socializing in a digital age. We're taking a look at the implications of Trump's recent executive order on sex and gender with a legal expert. A new study finds a morning-after pill that can be used, in higher doses, as an abortion drug. We'll end the show talking with listeners about the dumbest arguments they have ever had with their partners. Today on AirTalk: County Supervisors give fire update (0:15) Trump's federal funding freeze (17:03) Superbloom: book on socializing in a digital age (32:36) Trump's LGBTQ+ policy changes (51:27) The morning-after pill that may be used for abortions (1:09:17) The dumbest argument you've had (1:23:38)

Was EDC Orlando 2024 everything we hoped for? In this episode of Rave Culture Cast, I'm breaking down the festival with YOUR feedback on the biggest pros and cons

As far back as 2013, the Office of Inspector General of the Nebraska Correctional System has issued an annual report. Specific subjects in each of these reports change year after year, but some correctional concerns never leave the list, including over-crowding and staffing shortages.

Run Clubs - they're in your city. Crowding the sidewalks, stinking up breweries, and, apparently, replacing dating apps. In this episode we investigate (with many lengthy tangents) why this long time fitness staple is experiencing a surge in popularity. Is the hype real? Are people really finding love at the run club?

More information about Brain Lenses at brainlenses.com.Paid BL supporters receive an additional episode of the show each week.Read the written version of this episode: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit brainlenses.substack.com/subscribe

River access sites across Montana are seeing more users. Montana Fish Wildlife and Parks recently formed a citizen River Recreation Advisory Council to find solutions.

This Week in Impact: host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Blending billions Call roundup. Finding the alpha at climate week.

Connection is so important for a marriage.  When connection is cut off, the relationship falters.  When a marriage is disconnected, the marriage is at risk. But many people think they are connecting... and they are actually crowding. Crowding, in a struggling marriage, is as toxic as disconnecting. Does it feel like a tightrope?  Well, it really isn't. As long, that is, as you understand the underlying principle:  Connect, Don't Crowd. In this episode of the Save The Marriage Podcast, I give you access to one of ten principles I cover in my VIP program (an advanced program for those who have my System, but want to be more effective or need more help). Resources in the VIP program are generally restricted only to VIP members, but I wanted to make sure you don't fall into the "crowding trap."  I see it far too often. Especially for people who have realized they hit the Pause Button on their marriage... and are trying to reconnect. Listen in to find how to connect without crowding.  Don't fall into the trap!   RELATED RESOURCES: Pause Button Marriage Connection is the Life Blood Connection Tools Save The Marriage System

Guest anchor Michael Steele breaks down state of the presidential race with Molly Jong-Fast and Matthew Dowd as Kamala Harris and Tim Walz draw energetic crowds while Donald Trump melts down. Plus, Jen Psaki's wide-ranging interview with House Speaker Emerita Nancy Pelosi about the new Democratic ticket, her relationship with President Biden after his decision to withdraw from the race, and her new book "The Art of Power". Later, Michael fact-checks JD Vance's attacks on Tim Walz's military record joined by Rep. Jason Crow, who calls the attacks "a flat-out disgrace."Check out our social pages below:https://twitter.com/InsideWithPsakihttps://www.instagram.com/InsideWithPsaki/https://www.tiktok.com/@insidewithpsakihttps://www.msnbc.com/jen-psaki

It's tiring to constantly get worked up about other people's lives, trying to control their actions and beliefs. Ray, E.Z., Mark, and Oscar encourage believers to become disciplined in knowing when to keep quiet. The concept of leading a quiet life, minding our own business, and working with our hands serves as a witness to the gospel. Increasing knowledge can lead to sorrow, as Solomon experienced, surrounded by less wise people. When our children don't heed our advice, they often learn through hardships rather than through guidance. It's crucial to lay a foundation of what God calls us to be stewards of. A quiet life focuses on family, church, and neighbors, avoiding unnecessary anxiety. God didn't create us to be all-knowing, as our phones make us.E.Z. mentions Ray as an example of not meddling in people's business. When E.Z. married Ray's daughter, Ray understood that they were their own family unit and refrained from interfering. A common issue for married couples involves handling holidays. Mark addresses this by giving his kids and their families the freedom to make their own choices without pressure, fostering closeness. Crowding someone only pushes them away.When we see people in our circle going through difficulties, do we wait for them to come to us? This depends on our hearts. A genuine desire to mind our own business naturally shows through. Being discerning is essential, but checking up on one another is good. It's how we approach the person that matters. 1 Peter 4:15 highlights the seriousness of being a busybody, as it can destroy a family. The sin that causes us to meddle is often comparison, leading to legalism, pride, and hatred, making us feel more righteous than others.Ultimately, meddling violates love. Have we prayed for the person before talking about them? Have we earnestly prayed for their well-being? Convictions can be a challenging area. Some believers may struggle with listening to secular music but need to let others have their own experiences. However, if someone listens to vulgar music, it might be worth discussing. Our experiences differ, so we should give ourselves to prayer and encouragement. When approaching others, do so with a humble, gentle spirit, being a breath of fresh air to them.In summary, a quiet life that focuses on family, church, and neighbors helps us avoid unnecessary anxiety and meddling in others' affairs. By praying for others and approaching them with humility and gentleness, we can foster stronger relationships and live in a way that honors God.Send us a Text Message. Thanks for listening! If you've been helped by this podcast, we'd be grateful if you'd consider subscribing, sharing, and leaving us a comment and 5-star rating! Visit the Living Waters website to learn more and to access helpful resources!You can find helpful counseling resources at biblicalcounseling.com.Check out The Evidence Study Bible and the Basic Training Course.You can connect with us at podcast@livingwaters.com. We're thankful for your input!Learn more about the hosts of this podcast.Ray ComfortEmeal (“E.Z.”) ZwayneMark SpenceOscar Navarro

There's been some decent ink spilled recently on the “dispersion trade” which has profited from the epically low level of realized correlation among stocks. If winning trades attract capital and erode the margin of safety in the process, is this exposure crowded and vulnerable to an unwind?  In this short pod, I lay out a 5-part, informal framework for thinking about risk-off episodes. In the process, we consider the pricing of vol and correlation. While the spill-over risk from dispersion trades gone wrong doesn't appear to be high, the pricing of index volatility that results from never seen before levels of implied correlation offers a uniquely attractive cost of macro insurance.I hope you enjoy and find this useful.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3149: In "Stop Crowding Out Your Happiness," Sarah Von Bargen of YesAndYes.org sheds light on the paradox of self-sabotage where we unintentionally dilute our joyful moments with overbooked schedules and incessant mental clutter. Through relatable anecdotes and actionable advice, she urges readers to safeguard their slices of joy and immerse fully in life's happy moments, offering a guide to living more mindfully and contentedly. Read along with the original article(s) here: https://www.yesandyes.org/2017/05/crowding-out-happiness.html Quotes to ponder: "Much of our lives consist of boring, responsible, logistical things. The shining moments of joy – a great conversation, a long-awaited holiday, amazing food – are the minority." "In the pie chart of our lives, joy is a pretty small slice." "Give your happiness some space to breathe, dude." Episode references: Roadtrippers: https://roadtrippers.com/ Atlas Obscura: https://www.atlasobscura.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices