Podcasts about cyclical

Click here to send me a quick message :) Springtime is finally here in the northlands and I wanted to offer an episode along the theme of celebrating springtime both in our menstrual cycles and in the wheel of the year.So, today you'll hear first about some keys to encouraging a healthy follicular phase, and how tending this springtime in your menstrual cycle has impact on the whole cycle and even future cycles, too.And then you'll get a little glimpse into a guided 10-day Ayurvedic Spring Cleanse that Kimberly Kubicke is offering that starts this Friday, April 25th! We talk about the energetics of Springtime, and some of the most important considerations when doing a cleanse this time of year, and also how her particular program is going to work if you're interested in joining.I hope this exploration into how to tend springtime inside and out! Listen to learn:what the follicular phase is (what's happening during it)why it's considered springtime in the menstrual cycle5 keys to encouraging a healthier follicular phase and regular cycleswhat the energetics of Spring are according to Ayurvedathe importance of cleansing in the Spring and Fallessential components of a cleansewhat Kimberly's guided 10 day cleanse looks likeResources:Check out and join Kimberly's 10 day guided Ayurvedic cleanse here*Today's shownotes: Springtime in our cycles and bodiesEpisode 69: Cyclical archetypes with Em DeweyEpisode 73: Cyclical Movement w Tara Lynn SteeleEpisode 78: Your cycle superpowersGrab your free guide: Track your cycle with FAM* Affiliate links!If you loved this episode, share it with a friend, or take a screenshot and share on social media and tag me @herbalwombwisdomAnd if you love this podcast, leave a rating & write a review! It's really helpful to get the show to more amazing humans like you.  ❤️DISCLAIMER: This podcast is for educational purposes only, I am not providing any medical advice, I am not a medical practitioner, I'm an herbalist and in the US, there is no path to licensure for herbalists, so my role is as an herbal educator. Please do your own research and consult your healthcare provider for any personal concerns.Support the show

Can the U.S. equity market break out of its expected range? Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at whether the Trump administration's shifting tariff policy and Fed uncertainty will continue weighing down stocks.Read more insights from Morgan Stanley. ----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today, I will discuss what it will take for the US equity market to break out of the 5000-5500 range. It's Monday, April 21st at 11:30am in New York.So, let's get after it.Last week, we focused on our view that the S&P 500 was likely to remain in a 5000-5500 range in the near term given the constraints on both the upside and the downside. First, on the upside, we think it will be challenging for the index to break through prior support of 5500 given the recent acceleration lower in earnings revisions, uncertainty on how tariff negotiations will progress and the notion that the Fed appears to be on hold until it has more clarity on the inflationary and growth impacts of tariffs and other factors. At the same time, we also believe the equity market has been contemplating all of these challenges for much longer than the consensus acknowledges. Nowhere is this evidence clearer than in the ratio of Cyclical versus Defensive stocks as discussed on this podcast many times. In fact, the ratio peaked a year ago and is now down more than 40 per cent.Coming into the year, we had a more skeptical view on growth than the consensus for the first half due to expectations that appeared too rosy in the context of policy sequencing that was likely to be mostly growth negative to start. Things like immigration enforcement, DOGE, and tariffs. Based on our industry analysts' forecasts, we were also expecting AI Capex growth to decelerate, particularly in the first half of the year when growth rate comparisons are most challenging. Recall the Deep Seek announcement in January that further heightened investor concerns on this factor. And given the importance of AI Capex to the overall growth expectations of the economy, this dynamic remains a major consideration for investors. A key point of today's episode is that just as many were overly optimistic on growth coming into the year, they may be getting too pessimistic now, especially at the stock level. As the breakdown in cyclical stocks indicate, this correction is well advanced both in price and time, having started nearly a year ago. Now, with the S&P 500 closing last week very close to the middle of our range, the index appears to be struggling with the uncertainty of how this will all play out.Equities trade in the future as they try to discount what will be happening in six months, not today. Predicting the future path is very difficult in any environment and that is arguably more difficult today than usual, which explains the high volatility in equity prices. The good news is that stocks have discounted quite a bit of slowing at this point. It's worth remembering the factors that many were optimistic about four-to-give months ago—things like de-regulation, lower interest rates, AI productivity and a more efficient government—are still on the table as potential future positive catalysts. And markets have a way of discounting them before it's obvious.However, there is also a greater risk of a recession now, which is a different kind of slowdown that has not been fully priced at the index level, in our view. So as long as that risk remains elevated, we need to remain balanced with our short-term views even if we believe the odds of a positive outcome for growth and equities are more likely than consensus does over the intermediate term. Hence, we will continue to range trade.Further clouding the picture is the fact that companies face more uncertainty than they have since the early days of the pandemic. As a result, earnings revisions breadth is now at levels rarely witnessed and approaching downside extremes assuming we avoid a recession. Keep in mind that these revisions peaked almost a year ago, well before the S&P 500 topped, further supporting our view that this correction is much more advanced than acknowledged by the consensus. This is why we are now more interested in looking at stocks and sectors that may have already discounted a mild recession even if the broader index has not. Bottom line, if a recession is averted, markets likely made their lows two weeks ago. If not, the S&P 500 will likely take those lows out. There are other factors that could take us below 4800 in a bear case outcome, too. For example, the Fed decides to raise rates due to tariff-driven inflation; or the term premium blows out, taking 10-year Treasury yields above 5 per cent without any growth improvement.Nevertheless, we think recession probability is the wildcard now that markets are wrestling with. In S&P terms, we think 5000-5500 is the appropriate range until this risk is either confirmed or refuted by the hard data – with labor being the most important. In the meantime, stay up the quality curve with your equity portfolio.Thanks for listening. If you enjoy the podcast, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Before we jump in… if you're feeling stuck in people-pleasing, perfectionism, or self-sabotage—this is your sign. I'm hosting a free How To Stop Feeling Like Shit 5-day challenge to help you stop abandoning yourself and start showing up like the confident, grounded woman you're meant to be. One small (but mighty) shift each day. Five days. Big energy. Real momentum. Join us HERE.  ********** We've reached the final lesson in my 10-part series on Coming Home To Yourself, and this one brings it all together. If you've ever thought, “I should be further along by now,” you're not alone, and you're not failing. Growth is layered, not linear. It's messy, spirally, and sometimes uncomfortable, but that's not a problem, it's the process. In this episode, I'm exploring what real healing and fulfillment look like. You'll hear why chasing big, sexy goals can be a form of self-abandonment, how tiny experiments can shift everything, and why self-compassion is one of the most powerful tools we have.  Most of all, I'll remind you that the important thing isn't the pace, it's that you keep showing up. Because coming home to yourself is the success story. What you'll hear about in this episode: Growth is Cyclical, Not a Checklist: It's not about fixing the same thing over and over, but meeting familiar patterns with more awareness, strength, and self-compassion each time. The Myth of the Big, Sexy Goal: It's not about achieving X to finally feel worthy—it's about noticing when chasing the goal is really just abandoning yourself in disguise.  Tiny Experiments over Giant Goals: It's not about massive overhauls, it's about trying small, time-bound shifts like “do this for 7 days” and letting curiosity lead. Your brain thrives on it, and showing up is the success. Self-Compassion & Forgiveness Are the Real Flex: You're not behind, late, or broken. Growth means making space for grief, rage, shame, and fear, and forgiving the past you who was doing their best. Let Go to Move Forward: It's not quitting, it's trusting. Letting go makes space for aligned goals, deeper love, and the unshakable truth that no matter what, you've got you. Download the worksheet and review the summaries for all ten lessons at http://andreaowen.com/671 Resources from this episode: Find me on Instagram! @heyandreaown How to Stop Feeling Like Shit 5-Day Challenge Coming Home to Yourself Private Coaching Write Your Way Through It Group Coaching Getting Damn Good At Life Sign up to make sure you don't miss any of my birthday episodes! Episode 502: Breaking generational curses Book recommendations: I love a good personal development book, and you do too, right? I've compiled a list of book recommendations, as mentioned in past episodes. Check out these amazing book recommendations here. Happy reading!   MSN is supported by: We love the sponsors that make our show possible! You can always find all the special deals and codes for all our current sponsors on our website: andreaowen.com/sponsors/ Episode link: http://andreaowen.com/671 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Join Rod Smith on a journey armed with a seeker's humility and a Biblical lens that never fails to inspire, provoke, and intrigue listeners toward a deeper faith in Christ.Dr. Garrett Smith - Nutrition Detective - Vitamin A Toxicity And Detoxification Expert joins Rod for a powerful conversation on prophecy, health and testimony. Share this one far and wide friends!Dr. Garrett Smith“I consider myself a teacher of health and nutrition at heart”Licensed Naturopathic Medical Doctor (NMD) in ArizonaBachelor of Science (BS) in Physiology, Minor in NutritionCertified Strength and Conditioning Specialist⁠https://nutritiondetective.com/pages/about⁠⁠Subscribe Here⁠⁠Email Rod Smith:⁠⁠mmseed@proton.me⁠⁠Leave a Message:⁠⁠Spotify Message⁠⁠Partner with Our Ministry: Consider supporting and partnering with us as we spread the Gospel through innovative media.Buy a Copy of My New Book!Amazon Author Page:⁠⁠Rodney Jay Smith Jr⁠⁠Venmo: @Rodney-Smith-368PayPal:⁠⁠Donate via PayPal⁠⁠Cash App: $Rodsworth77

In this episode of the Unbound Writer's Club, Nicola's in conversation with unbound author Elizabeth Cambanos. Tune in as they talk about Elizabeth's recently birthed book, ‘The Cyclical Journal: Embrace your cyclical energy to transform your life'. The interactive, self-development hybrid book/journal is “An empowering guide designed to help women reconnect with their natural cycles and live with more ease, balance and intention.”In this Episode:An exciting opportunity for Elizabeth's authentic voice to come throughBreaking through social conditioningWhy did Elizabeth feel called to create The Cyclical Journal?What were Elizabeth's first steps?Coaching in a book formatPutting a typical diary into a woman's hormonal cycle formatCommitting to our body and finding our intuitionThe cyclical nature of writingOur cycle impacts the way we feel about our books as we're writing themWhat fears and doubts did Elizabeth experience while birthing her book?How did Elizabeth navigate those fears and doubts?Imposter syndrome: a way our identity is shiftingIt's okay not to do everything in one goReleasing expectations and working with our cycleWhat advice would Elizabeth give someone feeling called to create a journal?Links:Ready to birth your own book? Come join us in the Unbound Writer's Collective.To find out more about our Done-For-You Publishing Packages at The Unbound Press, get in touch.Connect with Nicola on Instagram, and The UNBOUND Press on Instagram or Facebook.Connect with Elizabeth Cambanos via Instagram.Music Credit: Joseph McDadeWe'd love you to share this episode with your friends, community, and anyone you think would enjoy it.

We discuss a time of sweeping geopolitical change and clear challenges for riskier assets, where bond markets offer a source of stability. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

There are now half a dozen reasons to believe that Patriot Battery Metals (ASX: PMT) may be a classic counter cyclical investment opportunity. Changing technology, geopolitical disputes that could open the door to growing demand for non Chinese lithium and battery chemicals and the fact that the share price has been sold off with other lithium stocks means this could be a great opportunity for investors. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Podcast PacketsIllustrationsLead SheetsPlay AlongsJazz Piano Skills CommunityKeywordsJazz Piano, Cyclical Quadruplets, Jazz Improvisation, Jazz Vocabulary, Music Education, Piano Skills, Jazz Techniques, Music Theory, Jazz Practice, Jazz ExercisesSummaryIn this episode of Jazz Piano Skills, Dr. Bob Lawrence delves into the concept of cyclical quadruplets, an essential jazz skill for developing improvisation and jazz vocabulary. The discussion covers the characteristics, importance, and practical applications of cyclical quadruplets in jazz piano. Through various exercises and lead sheets, listeners are guided on how to incorporate these techniques into their playing, enhancing their musical expression and improvisational skills.TakeawaysCyclical quadruplets are essential for jazz improvisation.Understanding sounds and shapes is crucial in jazz.Weak arpeggios and scales lead to poor improvisation.Cyclical quadruplets disguise traditional arpeggio movements.Practicing cyclical quadruplets develops muscle memory.Exercises help illuminate weaknesses in arpeggios and scales.Cyclical quadruplets can be applied to various sounds.The importance of rhythm in jazz improvisation is emphasized.Cyclical quadruplets provide a balance of arpeggio and scale motion.Regular practice of cyclical quadruplets enhances jazz vocabulary.TitlesUnlocking the Secrets of Cyclical QuadrupletsMastering Jazz Improvisation with Cyclical QuadrupletsThe Essential Guide to Cyclical Quadruplets in JazzJazz Piano Skills: Exploring Cyclical QuadrupletsCyclical Quadruplets: A Game Changer for Jazz MusiciansDeveloping Jazz Vocabulary through Cyclical QuadrupletsSound Bites"Cyclical quadruplets are essential jazz skills.""Jazz is the study of sounds and shapes.""Weak arpeggios, weak scales equals very weak jazz improvisation.""Cyclical quadruplets disguise arpeggio and scale movement.""These cyclical quadruplets are fantastic.""Cyclical quadruplets help develop muscle memory.""You can never say you have nothing to practice.""The return on investment is fantastic.""Cyclical quadruplets illuminate any blind spots.""Enjoy practicing cyclical quadruplets!"Chapters00:00Introduction to Jazz Piano Skills02:58Exploring Cyclical Quadruplets05:52Understanding the Importance of Cyclical Quadruplets09:06Characteristics of Cyclical Quadruplets12:02Application of Cyclical Quadruplets in Improvisation14:50Practicing Cyclical Quadruplets17:48Exercises for Developing Jazz Vocabulary21:13Lead Sheets and Practical Application24:02Premium Content MessageSupport the show

Podcast PacketsIllustrationsLead SheetsPlay AlongsJazz Piano Skills CommunityKeywordsjazz piano, improvisation, harmonic analysis, melodic analysis, cyclical quadruplets, music theory, jazz skills, chord notation, rhythm challenge, music educationSummaryIn this episode of Jazz Piano Skills, Dr. Bob Lawrence guides listeners through the intricacies of jazz improvisation, focusing on harmonic and melodic analysis, the importance of understanding chord notation, and the application of cyclical quadruplets in improvisation. The discussion emphasizes the foundational seven facts of music and how they relate to developing essential jazz piano skills. The episode also includes a question from a listener about chord labeling, highlighting the significance of proper notation in music theory. Overall, the session is designed to enhance the listener's ability to discover, learn, and play jazz piano effectively.TakeawaysWeek three is dedicated to improving jazz improvisation skills.Cyclical quadruplets are essential for melodic development.Understanding the seven facts of music is crucial for musicians.Chord notation can vary, but it matters for improvisation.Improvisation should be based on harmonic and melodic analysis.Rhythm challenges are integral to developing jazz skills.Listening to various artists enhances musical understanding.Cyclical quadruplets can transform improvisational vocabulary.All chords are derived from their respective scales.Engaging with the community enhances the learning experience.TitlesMastering Jazz Piano ImprovisationThe Importance of Chord NotationExploring Cyclical Quadruplets in JazzUnderstanding the Seven Facts of MusicJazz Piano Skills: A Comprehensive GuideSound Bites"It's time to discover, learn, and play jazz piano.""We work on developing our improvisation skills.""We have a weekly rhythm challenge.""Everything must be centered around these seven musical facts.""It matters how a chord is labeled.""All chords come from somewhere.""We have a ton to dissect today.""Cyclical quadruplets pack a punch.""These motifs are needed for improvising.""Enjoy what a difference a day makes."Chapters00:00 Introduction to Jazz Piano Skills01:01 Harmonic and Melodic Analysis05:00 The Seven Facts of Music09:55 Improvisation Development Overview24:51 Question of the Week: Chord Notation39:50 Cyclical Quadruplets Explained52:12 Practical Application of Cyclical QuadrupletsSupport the show

In this conversation, Dr. Michelle Paris and Alli Arruda delve into the concept of cyclical wisdom, exploring how understanding the menstrual cycle can empower women to reclaim their energy and prevent burnout.  They share personal experiences with burnout, the importance of self-care, and how to align productivity with the different phases of the menstrual cycle.  The discussion emphasizes the need for rest and honoring one's body, while also addressing societal expectations and the unique challenges women face in the workforce.   Takeaways Cyclical wisdom can help reclaim energy and prevent burnout. Burnout often stems from overextending oneself and ignoring bodily signals. Personal experiences with burnout can lead to valuable insights. Women's productivity can be aligned with their menstrual cycle phases. Rest and recovery are essential for maintaining health and productivity. The importance of play and pleasure in life should not be overlooked. Women often sacrifice their health in pursuit of success. Understanding hormonal changes can enhance communication and decision-making. Cyclical wisdom can be a superpower in both personal and professional life. Prioritizing health is crucial for sustained performance and success.   Chapters 00:00 Cyclical Wisdom and Energy Reclamation 02:40 Burnout: Personal Experiences and Lessons Learned 11:30 Understanding Menstrual Cycles and Productivity 23:55 Integrating Cyclical Wisdom into Daily Life   Stay Wild.   FREE RESOURCE:  Try our Burnout Archetype Quiz: https://twc-jqgxs.involve.me/archetype-quiz   Follow Alli on Instagram:  https://www.instagram.com/alliarruda/   Connect with Dr. Michelle on INSTAGRAM This episode is brought to you by: www.the-wild-collective.com Ready to reclaim your Wild? JOIN THE WAITLIST Learn more about The Poppy Clinic: www.poppyclinic.com Is Naturopathic Medicine for you: LEARN MORE HERE Take our HORMONE QUIZ Are you a clinician looking for more impact? START HERE

Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

SummaryIn this episode of the School of Healing podcast, Dominiece Clifton speaks with Leslie Draffin, a somatic psychedelic guide and menstrual cycle educator. They explore Leslie's journey from being a news anchor to embracing her true self through various healing modalities, including breathwork, cyclical living, and psychedelics. The conversation delves into the importance of self-awareness, the impact of hormonal cycles on mental health, and the transformative power of coaching and community support.Key TakeawaysBreathwork and microdosing are key tools for focus and healing.Understanding one's menstrual cycle can aid in emotional regulation.Cyclical living helps in reconnecting with the body and its needs.Psychedelics can uncover subconscious traumas that traditional therapy may not reach.Community support is crucial in the healing journey.Self-care practices should be simple and accessible.Celebrating small wins can enhance motivation and joy.Connect with Leslie DraffinEmail: leslie.draffin@gmail.comIG click hereLI click hereGet Leslie's 5-day free mini course on the Cyclical Microdosing Method (the only microdosing protocol based on female hormones)Tune into Leslie's Podcast, The Light Within  About Leslie DraffinLeslie Draffin is a somatic psychedelic guide, sensual embodiment coach & menstrual cycle educator focused on helping women embrace their bodies, sex, and psychedelics. She supports conscious women & menstruators who want to heal themselves & connect more deeply with the divine through intentional micro-dosing, womb reconnection, pleasure activation & cyclical living. Leslie believes sacred Earth medicine has the power to bring us home to ourselves, awaken our authenticity and heal the trauma locked within our subconscious.Support the showIMPORTANT LINKS AND RESOURCES: Discover Where You Are Getting Stuck In Your Business, By Taking My Free 3-minute quiz: https://confusionloop.com/ Women Entrepreneurs, schedule your free Clarity Call here Learn more about Move And Still's service offerings: https://movexstill.com/ CONNECT WITH DOM: Learn about Transformation YOUniversity, my 12-week biz coaching program for women entrepreneurs at https://domrclifton.com/coaching-for-women/ IG - @DominieceRClifton LI- Dominiece R. Clifton Email me: hello@movexstill.com A GIFT FOR YOU! Don't forget to subscribe, rate, and review the show on Apple Podcasts to be entered into a drawing to receive my new book FREE! I will be picking one winner monthly. Just send me the screenshot at hello@movestill.com to enter.

Let's Chat!!Welcome to Episode 163 of C3: Crystals, Cauldrons, & Cocktails — where we slither into the mystical world of snakes as familiars!  In this enchanting episode, we unravel the rich history and mythology of serpents, exploring their powerful symbolism across cultures — from the wise guardians of hidden knowledge in ancient Greece to their role as symbols of transformation and rebirth in various magical traditions. But that's not all — we'll dive deep into how to work with snake familiars, both physically and spiritually. Whether you have a real serpent companion or connect with their energy in the astral realm, we'll share ways to channel their magick for healing, protection, and transformation. Learn how their shedding process mirrors spiritual renewal, how their movement inspires flow in spellwork, and how their keen instincts can guide you through shadow work and intuition.As always, we'll pair our chat with a serpent-inspired cocktail — smooth, bold, and just a little venomous — perfect for embracing that snake energy. So grab your cauldron, pour yourself a magical drink, and join us as we honor the wisdom and power of our slithering spirit allies. Cheers to the magick of snakes! Support the showUntil then, Stay Witchy!!River's Etsy Store: www.batsandbaublesinc.etsy.comWebsite: www.c3witchypodcast.comMerch: www.c3witchypodcastmerch.comOur wonderful logo is done by: www.nellamarinadraws.etsy.comIntro and Outro Audio:podcast intro & outro music:Góða Nótt by Alexander NakaradaLink: https://filmmusic.io/song/4754-g-a-n-ttLicense: https://filmmusic.io/standard-liceSound from Zapsplat.com – Witches Cauldrons bubbling

On the sixty-fifth episode of the Cinematic Odyssey, Tristen and Max delve into their second David Lynch film, 1997's Lost Highway, in honor of the great writer-director's passing in January. Tristen recounts the creepiest thing he's seen in the movie, Max tries to one-up him with creepier options, and they both offer their opinions on reality, the state of dreams and the supernatural, and Gary Busey. 

This week, the energy is deep, transformative, and undeniably potent in February 2025. With Maha Shivaratri, the Pisces New Moon and intuitively the archetype of The Tower from the Tarot; woven together, we're stepping into a space of dissolution, surrender, and necessary rebirth. In this episode, we explore how Shivaratri, the great night of Shiva, invites destruction of illusion and devotion to truth. The Pisces New Moon amplifies this by dissolving what no longer serves, asking you to trust the unseen currents of your soul. And The Tower? It arrives as the catalyst—shaking the foundations you thought were stable, clearing the way for something truer. Expect reflections and a practical guide on letting go, trusting collapse, and allowing the unknown to guide you forward. Because sometimes, the breakdown is the breakthrough. Resources from today's episode Work with Phi Learn more about 1:1 Coaching with Phi here. Apply for 1:1 Coaching with Phi here. Book a Human Design Reading with Phi here. Phi's book; The Great Unlearning: Awakening to Living an Aligned and Authentic Life. Flow - Vietnam Retreat May 2025 Recharge and Renew - Bali Retreat August 2025 Message Phi on Instagram Email Phi A big energetic week end of February 2025 Hello my love, welcome back to the Grow Through It Podcast. We have a big week energetically coming up ahead with two significant things happening. First of all it's Shivaratri, Shivratri is a Hindu festival honouring Shiva, an Indian deity, celebrated with fasting, prayers, and night-long vigils to seek his blessings for transformation, inner peace, and spiritual growth and we have the Pisces New Moon. So what does this actually mean for you? I'm going to translate this energy for you as a practical guide to the week. What is Shivaratri and what's it got to do with The Tower in Tarot? For those listening to where I'm based in Sydney, Australia, Shivaratri takes place Wednesday February 26th 2025 4:38pm to Thursday 27th February 2025 2:24pm. Shivaratri means Great Night of Shiva. Shiva is the Hindu God that represents destruction which says a lot about the energy that is taking place this week. This time last year I was blessed enough to be in India during Shivaratri and it truly activated a of necessary destruction in my life including within my previous relationship and living situation - the cracks, what was not working really started to show leading to the ultimate demise 6 months later. Cyclical truly! Now this is not something to be scared of but aware think of it like when you see the tower card pop out when doing tarot (more on that later). I know you know, who hasn't seen that card and put it back in to reshuffle or have fear and wish you didn't pull cards haha I certainly have an am really practicing this year not to jump to conclusions with the cards I see coming out. Who is Lord Shiva? Shiva the deity In India at one point there was a celebration or significant spiritual moment everyday because I guess they wanted to celebrate every day of life and the different purposes of life which is a fun fact. Nowadays truly it Shivaratri is one of the most significant events in India's spiritual calendar. In Hindu tradition, Lord Shiva represents destruction and renewal—the force that clears away the old to make way for the new. He is often depicted as sitting in deep meditation, symbolising inner peace and awareness. Shiva's Origin Story Shiva's origin story is vast, layered, and deeply symbolic, woven into Hindu mythology as a representation of transformation, destruction, and divine stillness. He is known as the supreme yogi, the lord of time, and the force that dissolves what is no longer needed so that new creation can emerge. Unlike other deities, who are often depicted in palaces or adorned with riches, Shiva is an ascetic who meditates in the mountains, covered in ashes, with matted hair and a third eye that sees beyond illusion.

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages. Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius's reposition and what the stock needs for a comeback. Companies discussed: TTD, HOOD, CRBL, CELH, PEP Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The pound may be getting a bounce from the optimism that the UK could dodge President Donald Trump's tariffs as trade headlines roil global markets, but not all is rosy for the British currency on the domestic cyclical front. In this episode of FX Moment, Bloomberg Intelligence's chief G-10 FX strategist Audrey Childe-Freeman and Jordan Rochester, head of FICC strategy for EMEA at Mizuho Bank, discuss the pound's position vs. peers on the tariff narrative front, UK's near-term economic prospects and the Bank of England monetary policy outlook ahead of the Feb. 6 meeting. They also look beyond the positive dollar narrative to identify strong G-10 FX views for 1Q, with the bullish cyclical and structural yen case in the limelight at a time when defensive currency positioning makes sense.

Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure. That's not all we chat about in another big episode of Equity Mates:Answer a question on investing in cyclical stocks Explain the biggest risk when analysing cyclical stocks Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing —------Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 17 January 2025. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

We discuss how amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

Are you tired of feeling out of sync with traditional yearly planning methods? In this empowering episode of Aligned Womb, Aligned You, we're flipping the script on goal-setting and introducing a fresh, feminine approach that honours your unique rhythms. From hormone hacks to cycle-syncing tips, I'll guide you through aligning your planning process with the environmental seasons and your menstrual cycle. This isn't just planning—it's a soulful strategy designed to keep you aligned, energized, and true to yourself all year long. What You'll Learn in This Episode:

This episode is an honest conversation with Dr. Sascha Kowalenko, a clinical psychologist and entrepreneurial coach, who helps entrepreneurs navigate the emotional highs and lows of running a business. We explore the challenges of entrepreneurship, particularly when doubt, fear, and burnout creep in.Together, we break down how to navigate these emotional waves using intentionality, self-awareness, and actionable strategies, including Sascha's N.E.S.T.S.S.S Framework (Nutrition, Exercise, Sleep, Time for self/others, Support, Cyclical awareness, and Seasons of life). It's a heartfelt conversation about embracing humanity in the entrepreneurial journey, building resilience, and taking radical responsibility for your growth—all with compassion.Five Game-Changing Action StepsLead with Self-Compassion: When facing tough times, place a hand on your heart, acknowledge your feelings, and remind yourself that it's okay to be where you are.Optimize Your Foundations: Regularly assess your N.E.S.T.S.S.S. foundation: nutrition, exercise, sleep, time, support, cycle, and seasons; and address the areas that need care. Your habits fuel resilience.Change Your State to Change Your Perspective: Movement like walking or simple breathing exercises can reset your brain, helping you respond to challenges instead of reacting to them.Audit Your Alignment: Regularly ask yourself if your life and business are aligned with your values and purpose. If not, make small adjustments to bring them back on track.Own the Driver's Seat with Grace: Take radical responsibility for your life while giving yourself compassion for the challenges you've faced. Progress is built one intentional step at a time.Follow Dr. Sascha on Instagram (@dr.sascha.k) for more profound insights into mental wellness and entrepreneurship.–We weren't meant to do this alone… Whether it be business, relationships, or life. This is why this is an invitation for you…to join us inside the Relationships Beat Algorithms Alliance!!!Click here for a summary of the Alliance because if you're coming here into the show notes, there's a good chance you already know! ;)—We've made it easy to see George's top 10 book recommendations! Click here to find George's top 10 recommended books for mindset, customer journey, and relationships. —Questions or comments about the episode? I'd love to hear from you! Send me a DM over on Instagram @itsgeorgebryant or pop on over to our free Facebook community, Relationship Beat Algorithms. —Links not showing? Hop on over to our podcast blog, mindofgeorge.com/podcast for all the links from the show notes.—What do we talk about in this episode?00:00 Introduction to the Journey of Entrepreneurship00:16 Meet Sascha: The Mindset Queen00:39 Daily Habits for Harmony00:54 Connecting with Your Mission01:24 Building Resilience Through Episodic Memory01:34 Feelings Get to Ride, Not Drive02:20 Navigating Doubt and Fear in Entrepreneurship02:35 The Power of Perspective03:56 Authenticity and Vulnerability07:46 The Importance of Community30:30 Taking Control of Your Well-being31:08 The Power of Movement and Neurochemicals32:22 Balancing the Brain for Optimal Performance33:47 Zooming Out for Perspective35:51 Reevaluating Your Business and Life38:32 Aligning Business with Personal Design39:34 Understanding Neurodiversity in Entrepreneurship41:08 The Importance of Self-Acceptance41:39 Reconnecting with Your Mission and Values42:46 Small Steps to Big Changes45:55 The Role of Emotional Regulation48:33 Knowing Yourself Deeply50:41 The Impact of Early Life Experiences53:27 Embracing Your Unique Brain Design01:07:02 Aligning Life with Values01:13:38 Proactive vs. Reactive Approaches01:17:28 Radical Responsibility and Self-Compassion

Motherhood is exhausting, but it's not just about sleepless nights.In this episode of Postpartum University, we dig into the hidden causes behind postpartum chronic exhaustion that go beyond the obvious. From mineral depletion and deficiencies to unprocessed trauma and societal pressures of being a mom, you'll uncover the real culprits draining your energy—and learn actionable strategies to heal from the inside out.Whether you're a mom navigating this journey or a provider supporting postpartum wellness, this episode is packed with insights to help you overcome postpartum chronic exhaustion and reclaim your energy and vitality. Check out this episode on the blog:  https://postpartumu.com/how-to-overcome-postpartum-chronic-exhaustion-ep-195 KEY TIME STAMPS: 1:21 - Introduction: Chronic exhaustion in motherhood is more than just sleepless nights.3:20 - Nutrient depletion: Magnesium, iron, and their critical roles in energy and recovery.5:26 - How nutrient deficiencies impact hormone production and sleep quality.6:39 -The impact of unprocessed trauma on mental and physical health.8:03 - Societal pressure and lack of postpartum support exacerbate trauma.9:12 - Fight-or-flight response: How trauma keeps the nervous system in overdrive.12:38 - Cyclical rest: Honoring your body's rhythms for better energy.14:37 - Cultural traditions of postpartum rest vs. Western "bounce back" expectations.18:40 - Overexhaustion: Why being overtired makes it harder to rest and recover.20:52 - Overcoming societal pressures and redefining success as a mom.22:43 - Tools for nervous system regulation to combat stress and fatigue.26:53 - Simple practices like breathing exercises, body scans, and mindful movement.29:45 - Full body scan: A guided relaxation tool for releasing physical tension.32:16 - Final reflections: Becoming your children's example of balance and rest.NEXT STEPS:

Send us a textIn this episode, we discuss PMS (Premenstrual Syndrome) and PMDD (Premenstrual Dysphoric Disorder), along with the impact of hormonal imbalances on mood, energy, and overall well-being. I am joined by Dr. Kelly Ruef from Dutch, a naturopathic physician with a strong interest in biochemistry, biochemical pathways, and natural hormone pathways. She will explain how tools like the Dutch Test can help uncover what is happening beneath the surface and provide steps you can take to feel better.What You'll Learn in This Episode: -  The Role of Hormonal Fluctuations in PMS and PMDD*     We dive into why some women experience extreme symptoms during the luteal phase and the role hormones like progesterone and estrogen play in mood regulation. - The Connection Between Progesterone and GABA  Dr. Kelly explains how progesterone and its metabolites impact GABA, an inhibitory neurotransmitter that helps regulate anxiety, irritability, and sleep. We explore why low progesterone—or how your body processes it can lead to anxiety, irritability, and poor sleep. - Understanding Estrogen Dominance  Ever feel overly emotional, get headaches, or have heavy periods? These can all be signs of too much estrogen relative to progesterone. We also discuss how the balance between estrogen and progesterone plays a critical role. - The Paradoxical GABA Response  Dr. Kelly uncovers the phenomenon where some women experience increased anxiety and irritability during their luteal phase due to a paradoxical response to progesterone metabolites. - Why the Dutch Test is a Game Changer     Learn how this advanced hormone test provides a full picture of your hormonal health, helping uncover the root cause of your symptoms. - Cholesterol, Lipids, and Estrogen   Explore the surprising link between estrogen and lipid health and why low estrogen can affect cholesterol levels. Quick Tip:  Simple lifestyle changes, like getting better sleep, managing stress, and stabilizing blood sugar are powerful first steps to better hormonal health before diving into more advanced protocols. Connect with Dr Kelly Ruef on InstagramLET ME HELP YOU FIX THOSE HORMONES:FREE RESOURCESLove Your Liver GuideHormone Imbalance QuizCOURSE + COACHING (When you're ready to fix your hormones without the drama of figuring it out on your own)Disclaimer: Nothing in this podcast is to be taken as medical advice, please take informed accountability and speak to your provider before making changes to your health routine.This podcast is for women and moms to learn how to balance hormones naturally, to have better periods, increased fertility, to decrease PMS mood swings, and to increase energy without restrictive diet plans. You'll learn how to balance blood sugar, increase progesterone naturally, understand the root cause of estrogen dominance, irregular periods, PCOS, insulin resistance, hormonal acne, post birth-control syndrome, and conceive naturally. If you listen to any of the following shows, we're sure you'll like ours too! Pursuit of Wellness with Mari Llewellyn, Culture Apothecary with Alex Clark, Found My Fitness with Rhonda Patrick, Just Ingredients Podcast, Wellness Mama, The Dr Josh Axe Show, Are You Menstrual Podcast, The Model Health Show, Grounded Wellness By Primally Pure, Be Well By Kelly Leveque, The Freely Rooted Podcast with Kori Meloy, Simple Farmhouse Life with Lisa Bass

Show Notes In this conversation, Simon and Mishel explore the significance of First Nations worldviews, and how through the modern worldview we have lost our relationships to the land and wider ecologies including our ancestors.  Mishel McMahon, a proud Yorta Yorta woman living on Djaara Country, northern Victoria, Australia, and shares her lived experience and her academic research to help us break out of our limited modern mindsets, where humans are the top of a chain of being, rather than part of an ecology of co-existence and interdependence.  She emphasizes the need to reconnect, the importance of relationality, and the concept of cyclical time. Michelle shares insights on how these perspectives can inform health and healing practices, and the conversation culminates in a call for re-enchantment and recognition of our interdependence with the world around us. Reflections First Nations worldviews offer a broader understanding of reality. Modern mindsets often reduce our connection to nature and each other. Relationality extends beyond human relationships to include all entities. Cyclical time emphasizes the interconnectedness of past, present, and future. Ancestors play a crucial role in decision-making and identity. Everything in nature is infused with spirit, creating a sense of family. Collective identity fosters collaboration and mutual support. Re-enchantment is necessary to combat disenchantment in modern life. Thinking is a communal practice, influenced by our surroundings. Connection to place is fundamental for personal and collective transformation. Keywords First Nations, worldviews, modernity, relationality, ancestors, cyclical time, ecosystems, collective identity, re-enchantment, connection to nature Bio Mishel McMahon is a casual Senior Research Fellow, Violet Vines Marshman Research Centre and proud Yorta Yorta woman living on Djaara Country, northern Victoria. Through First Nations-led research Mishel positions First Nations worldviews, concepts and processes for application within the health and healing sector, and research methodologies. Mishel led the Victorian Aboriginal Research Accord project, an 'On Country' Aboriginal Youth Leadership Aboriginal youth mentoring: a pathway to leadership, Blak Butterfly: First Nations emergency care best practice framework Blak Butterfly and Replanting the Birthing Trees: Our Kids Growing Up Strong, Happy & Healthy. 

Are we heading into a recession? Did we ever really come out of the last one? Do market fundamentals matter anymore? How did Democrats miss so badly on the economy, leading to the re-election of Donald Trump? Is capitalism collapsing? It’s difficult to get a proper read of the U.S. economy. It’s a giant, complex juggernaut that both relies on global markets and holds them all together. There is no unifying economic or political theory to provide clarity as the biggest economy in world history continues to navigate uncharted territory. Let’s talk about it. Chapters Intro: 00:00:34 The Stock Market Is Not the Economy: 00:02:25 The U.S. Economy is the Global Economy: 00:04:24 Market Based Economies are Cyclical: 00:05:25 The Rate of Change in the Labor Market is Faster Today: 00:07:52 Inequality is a Condition of Capitalism: 00:11:26 Sentiment is Just as Powerful as Any Data Point: 00:13:32 The Single Biggest Economic Force is Greed: 00:14:02 Cycle Trends: 00:18:40 Enter Trump: 00:31:54 Post Show Musings: 00:36:47 Outro: 00:42:31 Resources St. Louis Fed: Labor Force Participation Rate St. Louis Fed: Labor Force Participation Rate - 25-54 Yrs. Investopedia: Average Retirement Savings by Age: How Do You Compare? Trading Economics: United States ISM Manufacturing PMI Federal Reserve Bank Of New York: Household Debt and Credit Report Education Data: Student Loan Debt Statistics [2024]: Average + Total Debt Guru Focus: S&P 500 PE Ratio Charts, Data Oil Price: OPEC+ May Be Facing Long-Term Production Cuts Center for American Progress: Project 2025’s Tax Plan Would Raise Taxes on the Middle Class and Cut Taxes for the Wealthy Book Love John Kenneth Galbraith: The Affluent Society -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts: unftr.com/rate and follow us on Facebook, Twitter and Instagram at @UNFTRpod. Visit us online at unftr.com. Buy yourself some Unf*cking Coffee at shop.unftr.com. Check out the UNFTR Pod Love playlist on Spotify: spoti.fi/3yzIlUP. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility. Unf*cking the Republic is produced by 99 and engineered by Manny Faces Media (mannyfacesmedia.com). Original music is by Tom McGovern (tommcgovern.com). The show is hosted by Max and distributed by 99. Podcast art description: Image of the US Constitution ripped in the middle revealing white text on a blue background that says, "Unf*cking the Republic."Support the show: https://www.buymeacoffee.com/unftrSee omnystudio.com/listener for privacy information.

Our CIO and Chief U.S. Equity Strategist says that while equity market activity suggests a measured level of optimism about 2025, the questions around tariffs and inflation have tempered expectations.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist. Today on the podcast I will be discussing how equity markets have traded post the election and how this fits with our thinking.It's Tuesday, Dec 10 at 11:30am in New York. So let's get after it. Post the election, our focus has been on the potential for a rebound in animal spirits like we observed following the 2016 election. During that historical period, we saw a broad-based surge in corporate, consumer and investor confidence as the sentiment analysis we've done shows. So far over the last month, sentiment data has reflected a more measured level of optimism led by small business confidence while services related business outlooks were actually tempered somewhat. Our assessment of the details of these surveys and commentary from corporates suggests that consumers and companies are feeling more optimistic heading into 2025. But the uncertainty around tariffs and the still elevated price levels are likely holding back the type of exuberance we saw post the 2016 election.In 2016, we were also coming out of an industrial/manufacturing downturn, which was then aided by aggressive China stimulus. Due to that downturn, interest rates were much lower globally and sovereign deficits and balance sheets were in much better shape to absorb reflationary type policies like tax cuts and deregulation. As a result, the equity market almost immediately embraced an expansionary fiscal agenda that was interpreted as being pro-growth. Today, that policy agenda appears to be less front-footed in this regard, perhaps due to some of these constraints.Nevertheless, these dynamics are still supportive of our preference for more cyclical sectors. However, given the stickiness of interest rates, it also makes sense to remain up the quality curve within cyclicals and constructively focused on sectors with clearer de-regulation tailwinds. As a result, Financials remain our preferred over-weight, followed by Software, Utilities and Industrials. On the topic of interest rates, we find it interesting that the correlation of S&P 500 returns versus the change in bond yields remains in positive territory. In other words, good macro data is good for equity returns. Furthermore, there is a clear bifurcation in terms of this correlation between cyclical and defensive sectors. Cyclical sectors are showing a positive correlation to rates, with one exception of Materials, while defensive cohorts are showing a negative correlation except for Utilities.In our view, this is a sign that cyclicals and the market overall still like stronger macro data even if it comes amid higher yields. Having said that, there is a point where this dynamic would likely reverse if interest rates rise due to less dovish monetary policy or an increase in the term premium. In April of this year, that level was 4.5 per cent on the 10-year Treasury yield when growth and inflation drove the term premium higher. For now, rates remain contained well below that threshold and the term premium is close to zero.On the flipside, a material decline in yields due to weakness in the macro growth data would also hurt cyclical stocks disproportionately leaving 4.00-4.50 per cent on the 10-year treasury yield as the sweet spot for equity valuations. Yields below that range can certainly be tolerated by equities assuming the driver is Fed rate cuts in the absence of a material slowdown in growth. Yields above that range can also be tolerated if the pace of the rate rise is measured, and the driver is stronger nominal growth versus a more hawkish Fed or a rising inflation. Finally, as we approach year-end, December seasonality is likely to be a focal point for investors. Over the past 45 years, the S&P 500's median return over the month of December is 1.5 per cent and the index has a positive return 73 per cent of the time. Notably, almost all of that performance comes in the second half of the month. These trends are directionally consistent for the Russell 2000 small cap index except that it's even stronger at about 2.5 per cent. This performance could be further enhanced by the larger post-election spike in small business confidence mentioned earlier. Thanks for listening. If you enjoy the podcast, leave us a review wherever you listen, and share Thoughts on the Market with a friend or colleague today.

Federal employment numbers come out Friday, so we’ve got a labor-packed episode. First up, job growth in evergreen or “secular” industries is strong (think health care) while cyclical jobs (think manufacturing) have been stagnant. Then, wage gains are outpacing inflation, but some workers aren’t feelin’ it. We’ll also hear from seasonal employees in Vermont and a mall manager in Montana who’s moving on.

Federal employment numbers come out Friday, so we’ve got a labor-packed episode. First up, job growth in evergreen or “secular” industries is strong (think health care) while cyclical jobs (think manufacturing) have been stagnant. Then, wage gains are outpacing inflation, but some workers aren’t feelin’ it. We’ll also hear from seasonal employees in Vermont and a mall manager in Montana who’s moving on.

Federal employment numbers come out Friday, so we’ve got a labor-packed episode. First up, job growth in evergreen or “secular” industries is strong (think health care) while cyclical jobs (think manufacturing) have been stagnant. Then, wage gains are outpacing inflation, but some workers aren’t feelin’ it. We’ll also hear from seasonal employees in Vermont and a mall manager in Montana who’s moving on.

Watch the video version on YouTube. Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and markets. A resilient consumer has put the U.S. on pace for another year of above-trend growth, and the S&P 500 has rallied over 25% so far, breaching $6,000 for the first time in history. That said, with a new year comes new opportunities as well as challenges. As the cyclical imbalances exacerbated by the pandemic and tight monetary policy continue to improve, economic conditions should normalize further in 2025, although a new element of policy uncertainty introduced by the incoming Trump administration and Republican-controlled Congress threaten to cloud the outlook. While new policies might hurt prospects in some asset classes, they should benefit others, and investors have plenty to be excited about heading into the new year. To dive deeper into our 2025 outlook, Dr. David Kelly is joined by Gabriela Santos, Chief Strategist for the Americas here at J.P. Morgan Asset Management. Resources: Explore the full Investment Outlook here.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

This might just be my favorite episode of the Get Lit(erate). podcast so far. =) Today, I'm exploring all things cyclical living and notebooking with Rebecca Rankin of the Women's Moon Wisdom podcast. Rebecca is here to help us explore a sustainable, holistic and cyclical lifestyle to balance our mood, boost energy, beat overwhelm and feel good in our body while living with intention.  We talk about what cyclical living is and why it matters, how journaling and notebooking pair perfectly with cyclical phases and practices and much more. I even have a couple of my own aha moments that I'm incredibly grateful for, too. You'll find the show notes for the episode with links to all of the books and resources mentioned right here: https://www.alitlife.com/2024/12/03/the-power-of-cyclical-notebooking-with-rebecca-rankin/ Love this podcast and want more? Consider this your invitation to join my Get Lit(erate) Patreon community! Each month, we take a deep dive into one bookish theme and work to bring it to life in our own lives. You'll get bonus episodes, book calendars, live book club and notebook sessions, special events and much more. Learn more at www.getliterate.co.  Get your own Get Lit(erate). notebook to take notes on the books you want to read and notebook ideas you want to try: https://amzn.to/44wELKN If you'd like to support the podcast, consider purchasing some Get Lit(erate). merchandise from my Zazzle store: https://www.zazzle.com/store/alitlife All earnings are funneled right back into the podcast expenses and maintenance fees. Thanks for your support! Follow Stephanie: Website: http://www.alitlife.com/  Facebook: http://www.facebook.com/AffinitoLit Twitter: http://www.twitter.com/AffinitoLit Instagram: http://www.instagram.com/AffinitoLit

Political analyst Jared Yates Sexton joins Anthony Davis to discuss the cyclical history that is responsible for Trump's return to power, and the origins of a Governmental system that is desperately in need of reform - only on The Weekend Show.  DEALS FROM OUR SPONSORS! Moink: Sign up at https://MoinkBox.com/WEEKEND and get FREE Wings for LIFE! Shopify: Sign up for a one-dollar per month trial at https://shopify.com/weekend Join this channel for exclusive access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News with Anthony Davis is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Twitter http://twitter.com/fiveminnews Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. Please subscribe HERE https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything. Learn more about your ad choices. Visit megaphone.fm/adchoices

This two-in-one episode will provide information on a variety of topics, from female hormone health to paddle boarding. It was a pleasure to welcome Jodelle to the podcast, and I know you'll enjoy this episode.   What we discussed:   Hormonal changes women face in their 40's and 50's, including stubborn fat and imbalances (1:03) How chronic undereating affects hormones and the importance of weight training (4:10) The role of dietary fat and calories (6:55) Transitioning to a ketogenic approach (11:43) Cyclical keto and hormonal regulation (16:30) Macronutrient balancing and protein intake (19:02) Keto Brick consumption and various fat sources (22:28) Essential components for building muscle (28:41) The importance of stress management and the benefits of a structured routine (36:25) Individuality in nutrition and fitness (50:19)   Where to learn more:   Get Fit with Jodelle   If you loved this episode and our podcast, please take some time to rate and review us on Apple Podcasts, or drop us a comment below!

Click here to send me a quick message :) The truth is that behavior change is NOT easy. Most of us can't just say we want to do something, and then just do it. Especially if it's something we're trying to incorporate into our lives for a long period of time, regularly.We have rhythms and patterns we are accustomed to. Sometimes they're healthy for us, and sometimes they're not. Sometimes we're choosing them, and sometimes they're just our default.In working with clients for years, and also through my extensive health coach training, I've found that most of us don't have an easy time implementing something new into our lives, even if we know it's healthy for us or even if it's something we 100% want (myself included).So today I decided to riff on the framework I see as foundational in the process of implementing something new.Honestly I was inspired to speak to this partly because of this week's very controversial holiday (honor to ALL the indigenous people of Turtle Island who are certainly not represented accurately in the stories we learned in school). But the act of true thanks-giving and allowing ourselves to feel gratitude is to me, the first step in effectively adding something new into our lives. Not because our gratitude encourages change in itself, but because when we feel that sense of abundance in our lives, we can move from a foundation of feeling what's good, and what's possible. Accepting ourselves where we have been and are now, before beginning to envision what's next for us. Instead of coming from a place of lack, we're coming from a place of nourishment.And from there we can move into vision, gathering resources, intention and goal setting, creative action and then maintenance over time. I speak to all of this and, as usual, so much more in this week's episode. Listen to learn:some of the reasons we often don't achieve our goals the foundational pillars of behavior change from my perspectivewhy I think gratitude is a huge and often missing factor what the difference is between vision and intentionhow normal it is to face obstacles after implementing changehow this is relevant to the upcoming Natural Contraception course Resources:Grab your spot on the Natural Contraception course waitlist hereToday's shownotes: How to create new pathways of embodied possibilityEpisode 12: The simple practice of making herbal teasEpisode 107: The healing practice of everyday ritualsFree guide: Track your cycle naturally (FAM basics)If you loved this episode, share it with a friend, or take a screenshot and share on social media and tag me @herbalwombwisdom.  And if you love this podcast, leave a rating & write a review! It's really helpful to get the show to more amazing humans like you.  ❤️DISCLAIMER: This podcast is for educational purposes only, I am not providing any medical advice, I am not a medical practitioner, I'm an herbalist and in the US, there is no path to licensure for herbalists, so my role is as an herbal educator. Please do your own research and consult your healthcare provider for any personal concerns.Support the show

MRKT Matrix - Thursday, November 21st Dow jumps nearly 500 points as investors rotate out of tech into stocks linked to broader economy (CNBC) Morgan Stanley CEO is bullish on stocks, says the U.S. economy is ‘outperforming' (CNBC) Google Should Be Forced to Sell Chrome Browser, Justice Department Says (WSJ) Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated (CNBC) Bitcoin hits fresh record, races toward $100,000 as rally continues (CNBC) Novogratz warns that there will be a bitcoin correction, says crypto is ‘levered to the gills' (CNBC) Starbucks Is Said to Consider Selling Stake in Chinese Unit (Bloomberg) Target's recent trade imports data tells the real story behind massive earnings miss (CNBC) Trump's Growth and Trade Agendas Are at Odds. His Economic Team Will Point to the Winner. (WSJ) Trump and Fed Chair Powell could be set on a collision course over interest rates (CNBC) Temu-Owner PDD's Shares Dive After Warning of Worsening Profit (Bloomberg) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

The secret of perfect timing, endless vitality, and easier productivity is right at your fingertips, turning with the seasons of time.  Here, Mellissa shares how you can use Cyclical Timing and her Wheel of Wisdom calendar to drop into easeful rest and productivity, create with more grace, and align with the natural forces to make everything roll more smoothly.   Talked about in today's episode: Wisdom deepens through life's experiences and natural cycles Intuition is a key guide for growth in life and work Life moves through rhythms of expansion and reflection Creativity flourishes when aligned with the energy of the seasons Embrace the wisdom that comes with aging and life transitions     Want to add on private sessions for clearing and clarity each month with master healers for less than $500/month? Check out Wisdom Circle here.   Learn more free - subscribe to this channel And to the Channel Your Genius Podcast Free Soul Gift Quiz: www.SoulGiftQuiz.com $95 Wise Woman Pathfinder: ChannelYourGenius.com/pathfinder Work with Me Survey: ChannelYourGenius.com/work-with-me    

434 Wild Wisdom with Jen Le Marinel   Are you ready to reconnect with your inner wildness? Jen Le Marinel believes in the inherent strength of individuals and the calming power of nature. Discover how embracing natural wisdom, understanding polyvagal theory and aligning with seasonal cycles can redefine your modern life. Sharing her transformative journey from a unfulfilled corporate career to a fulfilling life of purpose, advocating for a deeper self-connection and reclamation of authentic values like courage and resilience, prepare to experience the magic of nature and find your own path to personal freedom and wild wisdom.   KEY TAKEAWAY My passion is then how do we take that knowing, that wisdom, the wisdom of the cycle of the year, the wisdom of our nervous system, the wisdom of the wild, and take that into our daily lives. It's not about running away and living in caves again but it's how do we bring our natural wildness into our everyday lives?   ABOUT JEN Jen Le Marinel is an adventurer, coach, trainer and wild guide, working with women who are so busy being good at what they DO, they've forgotten who they ARE! Jen transformed her own story of burnout and depression in the corporate world into a new experience of living more in tune with nature. A keen adventurer, she has walked solo from Land's End to John O'Groats, lived off-grid in a yurt and spent time with the indigenous San bushmen in the Kalahari Desert. Jen founded Wildfire Walks, a nature-based wellbeing, coaching and training business 7 years ago, with a belief that when we connect to our inner wildness, we can truly thrive.   CONNECT WITH JEN www.facebook.com/wildfirewalks https://www.linkedin.com/in/jen-le-marinel-wildfirewalks/ www.instagram.com/wildfirewalks https://wildfirewalks.com  (download a free seasonal meditation)   ABOUT AMY Amy is a life purpose coach, author, podcast strategist, global podcaster, professional speaker, trainer and mastermind host. Helping you to improve productivity, engagement and fulfilment in your everyday life and work. Prepare to banish overwhelm, underwhelm and frustration to have clarity of purpose and create a more purposeful, sustainable and fulfilling way of life.   WORK WITH AMY If you're interested in how purpose can help you personally and professionally, please book a free 30 min call via https://calendly.com/amyrowlinson/call   KEEP IN TOUCH WITH AMY Sign up for the weekly Friday Focus - https://www.amyrowlinson.com/subscribe-to-weekly-newsletter   CONNECT WITH AMY https://linktr.ee/AmyRowlinson   BUY AMY'S BOOK* Focus on Why by Amy Rowlinson with George F. Kerr – https://amzn.eu/d/6W02HWu   HOSTED BY: Amy Rowlinson   DISCLAIMER The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence. *As an Amazon Associate, I earn from qualifying purchases.

In the episode, we discuss Listening as part of our yoga practice Cycles in nature and in life Reincarnation The passing of time Leadership and vulnerability The power of humour Want to be part of the production of this podcast? Consider joining us live on Zoom on Tuesdays: https://www.happyjackyoga.com/podcast This is a listener-supported podcast. Get access to the Happy Jack Yoga Practice Library as a thank you for your generosity. We're grateful for you! https://www.patreon.com/happyjackyoga Do you want to get mentored by Happy Jack? Check out our Mentorship opportunities here: https://www.happyjackyoga.com/mentorship-details Book a therapeutic session with Hanna: https://www.happyjackyoga.com/yoga-therapy Join the Therapeutic Tools For Yoga Teachers Training: https://www.happyjackyoga.com/therapeutic-tools

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 3378: Cylon George emphasizes the limitations of linear thinking and the benefits of adopting a cyclical mindset. By embracing life's natural rhythms, we can better handle tough times, seize opportunities, and let go of unrealistic expectations, ultimately fostering peace and well-being. Read along with the original article(s) here: https://www.spirituallivingforbusypeople.com/cyclical-thinking Quotes to ponder: "Going through a difficult season? Remember that you've likely been there before. Draw on the resources and tools you gained last time around to help you through this time." "When we learn to trust the seasons of life, we learn to let go of our expectations of how life's supposed to be." "Letting go your expectations and accepting life as it unfolds before you is probably the single greatest path to peace." Learn more about your ad choices. Visit megaphone.fm/adchoices

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 3378: Cylon George emphasizes the limitations of linear thinking and the benefits of adopting a cyclical mindset. By embracing life's natural rhythms, we can better handle tough times, seize opportunities, and let go of unrealistic expectations, ultimately fostering peace and well-being. Read along with the original article(s) here: https://www.spirituallivingforbusypeople.com/cyclical-thinking Quotes to ponder: "Going through a difficult season? Remember that you've likely been there before. Draw on the resources and tools you gained last time around to help you through this time." "When we learn to trust the seasons of life, we learn to let go of our expectations of how life's supposed to be." "Letting go your expectations and accepting life as it unfolds before you is probably the single greatest path to peace." Learn more about your ad choices. Visit megaphone.fm/adchoices

Retreat from work often to regenerate your energy, creativity and spiritual powers.This seasonal or cyclical way of running a day and then a week and then a month and then your years is unpopular. And counterintuitive, given the way we've been socially programmed to think about productivity.Yet if you really want to express your genius, lead your field and stay in your sport for the fullness of a career, it's the best way to operate.My latest book “The Wealth Money Can't Buy” is full of fresh ideas and original tools that I'm absolutely certain will cause quantum leaps in your positivity, productivity, wellness, and happiness. You can order it now by clicking here.FOLLOW ROBIN SHARMA:InstagramFacebookTwitterYouTube

Highlights from this week's conversation include:Darren's Background and Career Journey (1:09)Thesis on Private Markets (5:11)History and Focus of Provenio Capital (6:42)Investment Structuring for Clients (10:22)Investment Process for New Managers (13:44)Current Interests in VC Managers (15:08)Building Relationships with VC Fund Managers (16:28)Understanding Venture in Portfolio Context (18:26)Insider Segment: Setting Institutional-Grade Back Offices (19:13)Operational Diligence in Fund Management (24:10)Minimum Investment Criteria for Clients (28:09)Trends for Allocators to Watch (30:12)Lessons Learned in Venture Investing (31:40)Parting Thoughts on Venture Portfolio (33:01)Current Opportunities in Early Stage Investments (34:34)Provenio Capital: Our specialization and expertise is the sourcing and diligence of alternative investment strategies across hedge funds, private equity, venture capital, real estate and direct deals. Our focus is to build portfolios that are less correlated to the broader markets, and our aim is to generate outperformance during periods of dislocation in order to produce excellent risk-adjusted returns for our clients with significantly less volatility.  As part of the overall investment process, we will aim to incorporate the appropriate planning and structure to maximize after-tax returns.Aduro Advisors is a trusted partner for venture capital fund managers, offering comprehensive and expert fund administration services. Known for being agile, responsive, and focused on making fund operations seamless, Aduro enables fund managers to concentrate on investing. With deep expertise across a variety of fund sizes and strategies, Aduro provides a full suite of services, including fund accounting and compliance. The firm understands the fast-paced nature of venture capital and prides itself on being as innovative and driven as the funds it supports. Aduro doesn't just manage operations—they help funds scale. https://www.aduroadvisors.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about our recent upgrade of quality cyclicals and how it will be affected by the US election and liquidity.It's Monday, Oct 21st at 11:30am in New York. So let's get after it. We continue to have conviction in our recent cyclical shift and Financials upgrade. Indeed, cyclicals traded well last week as most economic data came in stronger than expected. It's worth noting we recommend investors stay up the quality curve within the cyclical space, however. While Financials have been the best performing sector in the S&P 500 since our upgrade, institutional investors remain under-exposed to Financials based on our data suggesting the sector can run further. In addition to better economic data, there are other factors affecting pro-cyclical stocks. We are focused on two, in particular. The election and global liquidity. We believe a Trump win with a split Congress would provide a pro-cyclical bias with small caps keeping pace with large caps. The markets seem to agree, with the recent cyclicals outperformance led by financials. Meanwhile, consumer stocks negatively exposed to tariff risks under a Trump win have underperformed. Interestingly, there is some overlap between this recent leadership and the post Biden debate period in early July as well as the months surrounding the 2016 election. Finally, we've also witnessed higher interest rates and a stronger US Dollar more recently, which is something to watch closely as a possible headwind for liquidity post election and into 2025. While some argue a Trump win would be a headwind for growth and equity markets, due to tariff risks and slower immigration, we think there's an additional element from the 2016 experience that's worth considering—rising animal spirits. More specifically, in 2016 Trump's pro-business approach led to the largest three-month positive impact on small business confidence in the past 40 years. It also translated into a spike in individual investor sentiment. It appears to me that markets may be trying to front-run a repeat of this outcome as Trump's win in 2016 came as a surprise to pundits and markets alike.This also means a Harris win could lead to some reversion in terms of overall equity market performance and leadership. Most notably, bonds could potentially rally with defensive and quality growth stocks doing better like earlier this year. Secondarily, even with a Trump win, certain areas of the market may be vulnerable to a ‘sell the news' phenomena if the upside is already priced amid bullish positioning. On this front, we would also point out that the economic set-up today is very different than the 2016 period when the economy had much more slack and could absorb additional pro-cyclical policies like tax cuts or other forms of fiscal stimulus.Turning to liquidity, we note that global money supply in US dollars has surged at an 18 per cent annualized rate since the end of June. I believe this has also had a positive effect on equity prices, not to mention credit spreads, precious metals, cryptocurrencies and real estate. Bottom line, in the absence of a major swing in election probabilities or global liquidity between now and the election, equity markets are likely to trade with a bullish tilt both at the index level and from a style, sector, factor standpoint. Thanks for listening. If you enjoy the podcast, leave us a review wherever you listen, and share Thoughts on the Market with a friend or colleague today.

What is "Megalopolis" about? The 40-year dream of Francis Ford Coppola to make his opus? A reclusive inventor who holds the key to utopia? Deviant capitalism? Cyclical violence? Aubrey Plaza giving *the* comedic performance of 2024? Bennett Campbell Ferguson is here to talk about the vast contradictions, bravura setpieces, and wild swings of "Megalopolis"—aka, this series' inspiration. Check out Ben's new film writing site Fools Who Dream: https://foolswhodreammovies.com/

A lot of mistakes in life come when you think risk is something caused by external forces, when in fact the weight of your own success is enough to pull you down without any outside help.This episode is brought to you by my friends at 10 East – an investment platform for sophisticated investors to access private markets. To learn more visit 10east.co.

Are we living in the longest bull market in history – or is a major market crash on the way? To gain some clarity, it can be helpful to understand how today's economy compares to years' past.  In this episode, we discuss:  Today's market vs. the 80s and 90s Cyclical vs. secular markets How interest rate cuts impact the market Today's article is from A Wealth of Common Sense titled, An Epic Bull Market. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/460 Rate & Review the Podcast: RetireWithPurpose.com/review

Make a Donation to Forbidden Knowledge News https://www.paypal.me/forbiddenknowledgenehttps://buymeacoffee.com/forbiddenSubscribe to Cory Hughe's "Bloody History" substackhttps://bloodyhistory.substack.comBook a free consultation with Jennifer Halcame Emailjenniferhalcame@gmail.comFacebook pagehttps://www.facebook.com/profile.php?id=61561665957079&mibextid=ZbWKwLListen new showIt Happened May The 4thPodcast:https://www.spreaker.com/podcast/it-happened-may-the-4th--6170987YouTube channelhttps://youtube.com/@ItHappenedMayThe4th?si=GGwEwLxbmXjnp56eSick of having mediocre health? Transform your health and vitality with Christian Yordanov's program. Learn more and book a free intro call here (mention FKN at time of booking and he will have a special gift for youhttps://christianyordanov.com/fkn/Watch The Forbidden Documentary: Occult Louisiana on Tubi: https://link.tubi.tv/pGXW6chxCJbC60 PurplePowerhttps://go.shopc60.com/FORBIDDEN10/or use coupon code knowledge10FKN Link Treehttps://linktr.ee/FKNlinksForbidden Knowledge Network https://forbiddenknowledge.news/ Sign up on Rokfin!https://rokfin.com/fknplusPodcastshttps://www.spreaker.com/show/forbiddenAvailable on all platforms Support FKN on Spreaker https://spreaker.page.link/KoPgfbEq8kcsR5oj9FKN ON Rumblehttps://rumble.com/c/FKNpGet Cory Hughes Book!https://www.buymeacoffee.com/jfkbookhttps://www.amazon.com/Warning-History-Cory-Hughes/dp/B0CL14VQY6/ref=mp_s_a_1_1?crid=72HEFZQA7TAP&keywords=a+warning+from+history+cory+hughes&qid=1698861279&sprefix=a+warning+fro%2Caps%2C121&sr=8-1https://coryhughes.org/Johnny Larson's artworkhttps://www.patreon.com/JohnnyLarsonYouTube https://youtube.com/@fknclipspBecome Self-Sufficient With A Food Forest!!https://foodforestabundance.com/get-started/?ref=CHRISTOPHERMATHUse coupon code: FORBIDDEN for discountsThe FKN Store!https://www.fknstore.net/Our Facebook pageshttps://www.facebook.com/forbiddenknowledgenewsconspiracy/https://www.facebook.com/FKNNetwork/Instagram @forbiddenknowledgenews1@forbiddenknowledgenetworkXhttps://x.com/ForbiddenKnow10?t=uO5AqEtDuHdF9fXYtCUtfw&s=09Email meforbiddenknowledgenews@gmail.comsome music thanks to:https://www.bensound.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/forbidden-knowledge-news--3589233/support.

In some fields our knowledge is seamlessly passed down across generations. In others, it's fleeting. To paraphrase investor Jim Grant: Knowledge in some fields is cumulative. In other fields it's cyclical (at best).

We chat with renowned financial advisor Michael Kitces at the Morningstar Investor Conference in Chicago. Kitces answers a big question: Is the economy worse than we think? He explains that a few big companies like Nvidia, Meta, and Alphabet are holding up the S&P 500. But this doesn't mean the economy is bad. It's common for a small group of companies to drive the market. Since it's hard to predict which companies will do well, he stresses the need for diversification. Kitces tells us to focus on long-term growth instead of trying to time the market. He shares a famous quote from economist John Maynard Keynes: "Markets can remain irrational longer than you can remain solvent." This means it's better to invest broadly and wait for the market to grow over time. Kitces also says that career development is important. He believes boosting your income through career advancements can have a bigger impact on your financial health than trying to get the highest returns on your investments. He says, "Spending more time focusing on my career and getting a raise... will actually be more meaningful than trying to improve the returns on my own money." We discuss the importance of index investing and proper asset allocation. Kitces advises owning a diversified portfolio that includes international and small-cap funds. Even if these funds aren't performing well in the short term, diversification helps spread risk and capture growth from different sectors and markets. Kitces talks about the cyclical nature of markets. Some people worry that the market will go down just because it's been up for a long time. He explains that markets don't "die of old age." Many factors influence market cycles, and it's hard to predict when a downturn will happen. This reinforces the idea that staying invested and diversified is usually the best strategy. Finally, we talk about inflation and interest rates. Kitces explains that it's hard to predict when inflation will return to the Fed's target rate of 2 percent. This means that interest rates might stay high for a while. It's important to keep a long-term perspective and not make drastic changes based on short-term market movements. This episode offers practical advice on investment strategies, the importance of diversification, and why focusing on your career can be more beneficial than trying to outsmart the market. Kitces' insights help anyone who wants to reach financial freedom. Timestamps [Note: Time codes will vary on individual listening devices based on advertising run times.] 1:23 - Becoming a famous financial advisor. 2:08 - Role of a small number of companies in holding up the S&P 500. 5:11 - NVIDIA's role in AI and cryptocurrency. 7:38 - Importance of diversification. 11:27 - Irrationality and efficiency of markets. 16:26 - Role of international and small-cap funds in diversification. 18:10 - Impact of regulatory frameworks on AI development. 32:11 - Demographic advantages of emerging markets. 40:01 - Cyclical nature of markets and investor fears. 51:30 - Inflation and wage growth. For more information, visit the show notes at https://affordanything.com/episode525 Learn more about your ad choices. Visit podcastchoices.com/adchoices