Podcasts about cyclical

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Best podcasts about cyclical

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Latest podcast episodes about cyclical

TD Ameritrade Network
"Phenomenal" Earnings v. Cyclical Concerns: MU Faces Key AI Questions

TD Ameritrade Network

Play Episode Listen Later Sep 30, 2026 5:37


The outlook for AI memory stocks remains bullish, according to Yaël Ossowski, who discusses Micron (MU) earnings just ahead of the report. "There's just not enough memory" to power AI demand, says Yaël, who points to "huge opportunities" Micron can use to leverage more pricing power. William Kerwin of Morningstar Wealth has an $850 price target for Micron despite expecting "phenomenal" results. So, why his target is below the current stock price? William thinks "we're in the sixth or seventh inning" of Micron's "cyclical upswing." ======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Tony Blagrove on NVDA Cyclical Financing Concerns, 'Extremely Attractive' Bond Pricing

TD Ameritrade Network

Play Episode Listen Later Sep 24, 2026 9:26


Tony Blagrove discusses the AI buildout and how its shaping the earnings dynamics for the stock market's biggest companies, including Nvidia (NVDA). He also addresses cyclical financing concerns around the Mag 7 giant, arguing the company "will get hurt" should any significant weakness in the AI trade materialize. Tony adds that bonds "are extremely attractive" at today's prices amid all the geopolitical and economic uncertainty.

The Menstruality Podcast
246. How to Grow an Intuitive, Cyclical Business - Replay (Sjanie & Sophie)

The Menstruality Podcast

Play Episode Listen Later Sep 24, 2026 59:33


Today we're flipping the script and replaying an interview from a couple of years ago where Sjanie interviewed Sophie about her experience of bringing cycle awareness to the world of business. When she's not hosting this podcast, Sophie is a business coach and strategist. She brings two decades of business experience as a Yoga teacher, filmmaker, non-profit communications director and women's network founder to support business leaders to thrive. Today she shares how her own menstrual cycle awareness practice transformed all aspects of her life, including her approach to work, and how she weaves cyclical wisdom into her strategy work. She shares the three core challenges that she sees entrepreneurs facing, and cyclical approaches to experiencing more ease, confidence, creativity and aligned expansion in business. We explore:The wild night of pre-menstrual rage that changed everything for Sophie; her career, her country of residence and her relationship. What late night breast-feeding dreaming taught Sophie about how to run a thriving, sustainable, impactful business.Why we all need to connect more to the 99.9% of life on earth that is cyclical, rather than the 0.01% of human culture that is largely governed by an all-too-linear and rational  linear obsession with non-stop productivity. ---Receive our free video training: Love Your Cycle, Discover the Power of Menstrual Cycle Awareness to Revolutionise Your Life - www.redschool.net/love---The Menstruality Podcast is hosted by Red School. We love hearing from you. To contact us, email info@redschool.net---Social media:Red School: @redschool - https://www.instagram.com/red.schoolSophie Jane Hardy: @sophie.jane.hardy - https://www.instagram.com/sophie.jane.hardy

The Money Maze Podcast
Fraud, Fees and Fake Degrees! Where is the Allocation to Alternatives Headed? Albourne's CEO, John Claisse, Explains their approach, Why Due Diligence Matters, and Where the Investment Flows are Secular, Not Cyclical.

The Money Maze Podcast

Play Episode Listen Later Sep 17, 2026 59:02


John Claisse explores the evolution of alternative investing, from private markets and hedge funds to AI, digital assets, due diligence and opportunities across Asia.Albourne has expanded from its genesis in Sussex in 1994, to one of the most recognized global investment advisors in the world of alternatives. It is unusual both as an employee-owned organisation, and because it has adhered to its original vision of advising only and never to manage capital. John Claisse frames the alternative industry today. He discusses institutional priorities, the change in allocating behaviour, the secular shift of retail flows into private assets, and what clients want across the alternative assets spectrum. He discusses private equity and private credit trends in light of the current malaise, and why he expects further growth in these asset flows in the years ahead.  He weighs some of the investment dilemmas facing allocators, why Hedge Fund interest is strong, why digital assets are being increasingly scrutinised for their potential appeal, and where investment allocations might be headed. *Please note that at the 53:00 mark, Simon Sebag Monetfiore's upcoming book is mistakenly titled The Crucible. The correct title is The Cauldron: The Making of the Modern Middle EastThe Money Maze Podcast is kindly sponsored by J.P. Morgan Asset Management*, IFM Investors, World Gold Council and LSEG.*During the episode we cite J.P. Morgan Asset Management as Europe's leading active ETF provider by assets under management. This is sourced from J.P. Morgan Asset management and Bloomberg, data as of 30 March 2026.

Herbal Womb Wisdom
When strength is sexy & how your hormones respond with Adriana Zoutal

Herbal Womb Wisdom

Play Episode Listen Later Sep 15, 2026 64:14


I'm honestly not even sure what people find "sexy" anymore. Trends come and go. I think maybe we're back to ultra-thin being a desirable look. Thankfully we do have more body positivity movements, and finding our individual paths to self-acceptance and self-love is a beautiful, empowering thing.But whether it's ultra-thin, over-exercising or overweight, it's SO common for our body weight or activity levels to impact our cycles and hormones and you may not even realize it's happening.In today's episode, Adriana Zoutal shares her story of over-exercising, the impacts on her cycle, and how nutrition, more restorative strength training and deepening her relationship, with her body, her cycle, and even her self-talk have supported her own personal healing path.Resources:Today's shownotes: Get links to Adriana's offerings!Episode 73: Cyclical movement with Tara Lynn SteeleFree 10 Key Herbs for your Hormonal Health Free Womb Connection & Clearing meditationIf 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.Click here to send me a quick message :)Click here to send me a quick message :)

DUTCH Podcast
Menopause & Gut Health: The Hidden Link Between Progesterone, Anxiety & the Microbiome

DUTCH Podcast

Play Episode Listen Later Sep 15, 2026 65:37 Transcription Available


Send us Fan MailIn this episode, Cynthia Thurlow joins host Dr. Jaclyn Smeaton to explore the estrobolome and its role in metabolizing estrogen and progesterone, stress and cortisol as a driver of hormone imbalance, and DUTCH Test patterns that can signal gut dysfunction. Cynthia and Dr. Jaclyn also discuss: How gut health can impact hormone metabolism, not just digestion The many roles of progesterone, including GABA signaling, myelin maintenance, and neuroplasticity Cyclical symptom tracking to determine hormonal versus non-hormonal anxiety The differences between bioidentical hormone therapy, oral contraceptives, and synthetic progestins Simple daily habits to support gut and hormone health Show Notes Check out Cynthia Thurlow's book, The Menopause Gut, and follow her on Instagram @cynthia_thurlow_! Discover easy at-home collection for patients with DUTCH Direct. Become a DUTCH Provider to see how the DUTCH Test can profoundly change the lives of your patients. 

I Didn't Sign Up For This S**t
EP 349: From Burnout to Breakthrough: How to Break Cyclical Patterns and Step Into True Liberation

I Didn't Sign Up For This S**t

Play Episode Listen Later Sep 10, 2026 13:08


Are you tired of living in cycles that leave you stuck, burning out your marriage, your practice, your health, or your energy? You're not alone. Many of us hit plateaus, lose momentum, and wonder why we can't sustain the progress we desperately want. In this episode of Jump Start with Jeff, Dr. Jeff Buske unpacks how to break free from the repetitive patterns that drain us and step into a life of power, productivity, and liberation.Dr. Buske shares how real transformation doesn't come from quick motivation or surface-level strategies, but from creating frameworks, habits, and accountability that fuel long-term growth. He explains the journey from information → fascination → motivation → inspiration → transformation → liberation, and why that last step, liberation, is the key to living with consistent energy, deeper intimacy, and purpose-driven productivity.Whether you feel stuck at a plateau or are hungry for your next breakthrough, this episode offers the perspective and tools to get you moving forward with clarity and conviction. Key Takeaways:Why cyclical patterns keep us stuck—and how to finally break them The difference between external motivation and internal inspiration How to “stack W's” (small daily wins) that compound into massive transformation The framework that turns productivity into a positive, self-sustaining cycle Why liberation, not just success, should be your ultimate goal “I can motivate the shit out of you. But I'm not here just to tickle your ears. I'm here to guide you past inspiration, into transformation, and ultimately to liberation.” If this episode fired you up, don't just keep it to yourself. Share it with a friend, subscribe to the podcast,. To connect with Dr. Buske follow the links below - LinkedIn: https://www.linkedin.com/in/jeffrey-buske-12201010a/Instagram: https://instagram.com/jeffrey_t._buske?igshid=YmMyMTA2M2Y=Facebook: https://www.facebook.com/profile.php?id=100010102508751Limitless Dentist Academy: http://www.limitlessdentistacademy.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

InvestorKit Podcast
Cyclical vs Structural Fundamentals: The Real Force Behind Property Booms - with Junge Ma

InvestorKit Podcast

Play Episode Listen Later Sep 9, 2026 12:33


Every year since 2022, InvestorKit has consistently produced the Australia's Housing Fundamentals White Paper, tracking fundamentals across three core categories: demand, supply, and confidence. Now in its 5th edition, we can finally look back and ask: what's actually changed over five years, and what's stayed exactly the same? Junge Ma, Senior Research Analyst at InvestorKit, breaks down the five year fundamentals matrix and explains why 2026 shows the highest number of "weak" fundamentals of any year so far, yet Perth, Brisbane, Adelaide, and regional markets like Bunbury, Townsville, and the Gold Coast have still delivered booming growth. If you've ever felt confused by "the market is weak" headlines while watching certain suburbs keep climbing, this episode is where that confusion finally makes sense.Download Housing Fundamentals Whitepaper 26/27: https://www.investorkit.com.au/whitepaper/australia-s-housing-fundamentals-analysis-fy26-27 CHAPTERS:0:00 - Introduction0:48 - The Housing Fundamentals Framework3:15 - The Five Year Fundamentals Matrix (2022 to 2026)5:57 - Why Booming Markets Defied the National Picture7:04 - Cyclical vs Structural Fundamentals8:16 - What's Structurally Driving Growth10:18 - This Year's Weaknesses in Context11:11 - The Key Takeaway for Investors

Ask Noah Show
Ask Noah Show 505

Ask Noah Show

Play Episode Listen Later Sep 8, 2026 53:49


This week Noah and Steve get into a fireside chat about Ai. Where is it okay to turn it loose, and where do some guardrails need to be in place? -- During The Show -- 00:50 Intro Butterfly Effect movie Open AI models and weights Effect of trying to squeeze out open source 04:48 Cyclical computing - David The new topology Normal people vs home lab Long way to go Hardware costs Restricting doesn't work AI and responsibility 20:50 News Wire Audacity 4.0 - audacityteam.org Firefox 155 - firefox.com Thunderbird 155 - thunderbird.net Mir 2.29 - canonical.com Curl 8.22 - daniel.haxx.se Docker 29.8 - docs.docker.com OpenVPN 2.7.7 - openvpn.net Linux 7.1 EOL - endoflife.date Tails 7.12 - torproject.org Open Source Camera - petapixel.com Vulcan Robotics - banyanhill.com Automotive and Media Targeted - securityweek.com Abu Dhabi AI - reuters.com 22:10 AI Fireside Chat Securing the supply chain Home Lab responsibilities Transition to managed services AI security tools Passwords Steve lets AI loose on his Home Assistant AI mistakes AI breakouts Constraining AI -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard Phone Systems for Ask Noah provided by Voxtelesys Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux Ask Noah Show Altispeed Technologies

Feminine Power Time with Christine Arylo
283: We Have More Power Than We Realize: Creating the Next Cycle for Ourselves & Our World

Feminine Power Time with Christine Arylo

Play Episode Listen Later Sep 7, 2026 74:22


"Our presence is our power. Our life force is our power. Our choices are our power. How can we choose to use this power, on purpose, to shape the next cycle of our lives, those we love & lead, and our world?" There are multiple ways to meet the time we are living in: we can submit to it, rage against it, resist it, fall into despair about it - OR we can choose to actively direct our power and presence, on purpose, to shape what comes next. For ourselves, for the people we influence, and for the ecosystems we can influence. In this episode (adding to the Illuminating Genuine Power Series) I invited my dear friend Tracy Layney - former Chief People officer, and always wise woman and pioneering leader who has spent two decades centering humanity inside organizations, shaping a better way to work and do business. We reconnected about 2 years ago (after a decade + gap) ... and after many juicy conversations realized we had a centerpoint that we've both carried in our work for 20 years. Today we are inviting you into the conversation to explore with us... Consider this: If we have more power than we realize (which we do)... then what does that mean, practically? And how can this guide us individually & collectively for where we are, how we move forward in the short term, and what we are choosing to create next for the longer story we are living out. What is the story you are living out now? What is the story you choose to live into being - for yourself and the world - forward? Where does your power sit, and where might you be giving it away? Why this matters now: We've noticed there's many of us who are in the midst of completing cycles and beginning new ones ... being called to really look at what we will give our energy (power) and time & experience (resources) to in this next cycle … feeling stretched to evolve in way that beckon us out of comfort zones … and into the parts we are meant to play now and next. Some of What We'll Explore: Choosing the Story We Live Into Reality, Individually & Collectively - moving from victim, bystander or reactor -> into conscious co-creator of our own lives and the systems & society we live, love and lead in Cyclical vs. Linear Time / Tech Time vs. Human Time – how attuning to natural cycles and turnings changes everything about how we direct our power Presence as Power - what it means to bring our genuine selves, unique gifts, and full life force into the world, as a real-time, intentional practice Designing from Well-Being, as Harmonic Defiance & System Disruption - what becomes possible when we put well-being at the center of our choices for this next cycle, not the afterthought? Some Wisdom That Emerged:   Meaningful work in all kinds of forms is essential to the human experience. No matter what time we are living in, we are still responsible for - and have the privilege of - creating our own lives. It's challenging, but it's the only way to evolve Learnings from Dolly. Power comes from being genuinely ourselves - living our design, giving our gifts, staying rooted in humility and kindness, and raising others' voices. If we each do this in our small parts of the world, that's more than enough.  Create from momentum, what you value, and the belief that you presence is your power. It not just what we do, but who we are and how we show up - our energy, essence, frequency matter. We don't have to start the next phase from nothing. We get to create from the experience, relationships and the life we've already built. This time we are wiser, let's be clear on what we value and what we intend to create. See you there! Christine  P.S. ✨ We, Tracy and Christine are also co-creating our first collaboration together - for professional women exploring and co-creating the next phase of their career path, life design, and leadership influence. Find out more at www.illuminatewisdomquest.com ****  Make this real and practical in your life: 1.CONNECT + CONVERSATE to ELEVATE >>> Share this episode with a friend and conversate together on the inquiries and practices to make it real.  Access the Illuminate Inquiries Here 2.RESOURCES Tracy Laney on LinkedIn: linkedin.com/in/tracylayney Christine Arylo on LinkedIn:  linkedin.com/in/christinearylo Illuminate Wisdom Quest:  illuminatewisdomquest.com Fall Power Pause: Reset. Release Pressure. Refocus — www.FallPowerPause.com Active Hope by Joanna Macy: https://www.activehope.info/ Daily Centering Practice Kit → dailypracticekit.com Illuminating Genuine Power (starts with ep255) - tune in  3. WORK WITH the ILLUMINATION INQUIRIES -  Access on my Wisdom Library here. 4. CONNECT:  Subscribe to Christine's Monthly Wisdom Letters Connect with Christine on LinkedIn Join us in the Feminine Wisdom Cafe, a private online community Watch on YouTube

Dividend Talk
Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)

Dividend Talk

Play Episode Listen Later Sep 5, 2026 72:19


We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs.Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altria, NN Group, and Wolters Kluwer, plus listener questions on Nike, LVMH, Swiss stocks, Clorox, and Philips.

The Menstruality Podcast
244: Matrifocal Leadership and Sustainable, Cyclical Productivity (Lella Sá)

The Menstruality Podcast

Play Episode Listen Later Sep 3, 2026 61:04


When Lella Sá was seven years old, she learned to meditate with her grandmother, which was the beginning of a spiritual journey that has guided her through multiple expressions of her calling; from modeling, to event management, to biographical counselling, to motherhood, to running a Waldorf school. She now serves  as a culture change and productivity consultant focused on what she calls Matrifocial Leadership. Today we explore how Lella's in-depth practice of menstrual cycle awareness influences and inspires her work supporting women to lead through Maitrifocal practices that honour life. We chat about what could become possible if we all embodied this life-affirming form of leadership, personally and collectively, as well as some of the obstacles that get in the way. We explore:How to work in sync with our biology, our biography and our responsibility as humans living in this epoch, by embodying the wisdom of ‘life before performance'. How cycle awareness and aligning with natural rhythms helps us to cultivate a new, healthy relationship with time, by using our bodies as leadership infrastructure. How indigenous cyclical wisdom can teach us about the practice of sufficiency, which is vital to putting life at the centre of our work, and to work through stewardship and collaboration instead of domination and competition. ---Receive our free video training: Love Your Cycle, Discover the Power of Menstrual Cycle Awareness to Revolutionise Your Life - www.redschool.net/love---The Menstruality Podcast is hosted by Red School. We love hearing from you. To contact us, email info@redschool.net---Social media:Red School: @redschool - https://www.instagram.com/red.schoolSophie Jane Hardy: @sophie.jane.hardy - https://www.instagram.com/sophie.jane.hardyLella Sà: @lellasa - https://www.instagram.com/lellasa

The Business Brew
Another Cyclical Masterclass with Robotti & Company

The Business Brew

Play Episode Listen Later Aug 27, 2026 98:56


Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company, is in the room with Bob to provide some additional analytical firepower. This conversation came about because Bill was researching the lumber supply chain, had a bit of recorder's block, and though "You know who I want to talk to? Bob Robotti." Bob said yes to the invite and this is the result.If this show speaks to you be sure to reach out to the team at Robotti & Company Advisors. Sponsorship InformationThank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ OG Sponsor Shoutout:Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

Intimate Conversations
Why Fine Is the Most Dangerous Word for Women With Regena Thomashauer

Intimate Conversations

Play Episode Listen Later Aug 22, 2026 60:43


Step into a soul drenched, body awakening, and profoundly tender conversation with Regena Thomashauer, founder of the School of Womanly Arts and New York Times bestselling author of Pussy: A Reclamation, on this episode of Intimate Conversations: Dark Night to Divine Light. For more than 25 years, Regena, also known as Mama Gena, has helped hundreds of thousands of women reclaim pleasure, desire, emotional expression, and feminine power. Her newest book, On Our Knees, invites women to stop bypassing pain and discover the power within grief, rage, pleasure, and surrender. Regena shares the extraordinary journey that brought On Our Knees into the world. Born from six years inside what she calls a death portal, she began writing at four in the morning when the book would wake her. What emerged is an exploration of feminine wisdom, grief, erotic aliveness, and the radical practice of meeting yourself with tenderness. We explore the disconnection so many women experience from their bodies, desires, and emotional truth. Regena explains how women have been conditioned to bypass the full 88 keys of their emotional piano and play only middle C. Her invitation is to return to the body, grief, pleasure, and the erotic aliveness that lives within us. Recorded in NYC, Allana vulnerably shares her in the moment experience of reconnecting with her son after six and a half years of no contact. Together, they practice Swamping from On Our Knees live on air, beginning with Allana's grief and rage and moving into embodied erotic energy as a way to transmute emotion with fierce compassion. We also talk about: Why women have been disconnected from erotic aliveness The difference between the erotic and the sexual Grief as a portal to power, not a problem to solve The On Our Knees Move and how to practice it Patriarchy, religion, and disconnection from inner Source Inanna, Lilith, Aphrodite, and feminine wholeness Children of divorce, rejection, and breaking blame cycles Why listening to your body can be more powerful than listening to your brain Cyclical wisdom and the intelligence of the female body Practices for reconnecting with yourself during difficult times Meeting yourself with tenderness when your heart is broken Erotic aliveness and Audre Lorde's The Uses of the Erotic This episode is a reminder that a woman's body is not the problem. It is the answer. Grief, rage, desire, and pleasure are not obstacles to healing. They can become the path back to ourselves. This conversation invites us to come back into the flesh, feel what is true, and remember that we were never meant to be "fine." ABOUT REGENA THOMASHAUER Regena Thomashauer, also known as Mama Gena, is a teacher, bestselling author, speaker, mother, and founder and CEO of the School of Womanly Arts. Founded in 1998, the School has grown into a global movement serving hundreds of thousands of women. She is the New York Times bestselling author of Pussy: A Reclamation and author of On Our Knees, exploring heartbreak, grief, surrender, pleasure, and feminine power. CONNECT WITH REGENA Website: www.mamagenas.com Instagram: @mamagena Facebook: mamagenaschool YouTube: @mamagenas ————————————————————————————————————————— Go deeper with me, inside The Intimate World ➡️ Visit: www.patreon.com/allanapratt

Free Lunch
The Energy Professional's Financial Playbook – Episode 1 of 3 Building Wealth in a Cyclical Industry

Free Lunch

Play Episode Listen Later Aug 19, 2026 18:22


What if you had to pay someone to take your oil off your hands? It actually happened, and Colin opens this episode with that story, along with the eerie Tuesday layoffs that became a running fear across Calgary's oil patch.This kicks off a new series, the Energy Professionals Financial Playbook, looking at why so many people unknowingly tie their salary, investments, home value, and employer stock to the same cyclical industry.Colin also breaks down the real difference between rich and wealthy, and shares one simple question he asks clients that almost never gets answered with a number.

The 3PMD Podcast
#610 Columbia Devastated, NYPD Getaway Driver, Jools Lebron Teeth, Subscription Housing, The Yo Doc

The 3PMD Podcast

Play Episode Listen Later Aug 19, 2026 70:11


Macro Hive Conversations With Bilal Hafeez
Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction

Macro Hive Conversations With Bilal Hafeez

Play Episode Listen Later Aug 14, 2026 46:56


Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank. In this podcast, we discuss: The "Post-Cyclical" Economy The Reduction of Economic Friction Margins vs. Labour Share The Path to 10% Unemployment The "Lucas Tree" Multiple Problem Golden Age of Equity Investing The "55-Year-Old Man" Advantage Advice for Graduates: Atoms vs. Bits

Sequences Magazine
Sequences Podcast No 292

Sequences Magazine

Play Episode Listen Later Aug 11, 2026 178:09


We are pleased to introduce for the first time in this edition ‘Almost Random' on the Cyclical label. The musicians' compositions blend light and dark ambient sounds, incorporating atmospheric elements and subtle touches of symphonic scoring. Based in Scotland, Portland Vows delivers an immersive auditory experience characterized by minimalistic sparkling undertones and light female voices. Orca Attack! is Elizabeth Joan Kelly and David Rodriguez, a duo from New Orleans blending swamp rock, space opera and folk music, exemplifying certainly experimental sounds. It was sad to hear that musician Loren Nerell passed away in July 2026 at the age of 65. He dedicated many decades to blending ambient electronic music with gamelan, leaving behind a rich legacy. As a tribute, we have selected two tracks from his 2016 release ‘The Venerable Dark Cloud,' on the U.S. label Projekt. Sequences Playlist No 292 02.40 Lisa Bella Donna ‘Antarctic' (album Mindframes) https://lisabelladonna.bandcamp.com/album/mindframes 06.39 Silver Galaxy 'Soliton' (album Soliton) https://silvergalaxy-official.bandcamp.com/album/silver-galaxy-soliton*** 16.50 Jim Ottaway ‘Dreams And Visions (Treasures Of Light) https://jimottaway.bandcamp.com 22.58 Jim Ottaway 'Strange Paradox' 28.12 Jim Ottaway 'Tomorrow Never Comes' 34.20 Kitaro ‘Shimpi Naru Suna No Mai' (Magical Sand Dance)' (album In Person) https://www.discogs.com/release/500495-Kitaro-In-Person-Digital 42.37 deepspace ‘Atlas Minor-Juno, Queen Of The Clouds' (album The Atlas Sector) www.projekt.com 46.33 deepspace ‘Atlas Prime - THE VIEW OF Atlas Prime' 52.38 deepspace ‘The Atlas Sector - t h e l o n e l i e s t p a t h ‘ 57.55 Andy Pickford ‘Colony' (album Outland) https://andypickford1.bandcamp.com/album/outland 01.04.49 Andy Pickford '52 Blue' 01.12.04 theAdelaidean ‘Dreaming Starlight' (album Airward) www.projekt.com 01.17.25 Portland Vows ‘Here Is Where It Starts' (album Cuckoo) Portland Vows 01.20.06 Portland Vows ‘This Was The Boy' 01.23.57 Christian Fiesel ‘On A Second Thought' (album On A Second Thought) *** https://cyclicaldreams.bandcamp.com/album/on-a-second-thought-cyd-0162 01.34.37 Almost Random ‘It Reach Everything' (album Fragments From The Waning World) https://cyclicaldreams.bandcamp.com/album/dreams-1 01.43.21 Mathias Grassow & Stephen Parsick ‘Gratitude-and-Humility part 1'(album Gratitude-and-Humility) *** https://stephenparsick.bandcamp.com 01.53.04 Steve Roach ‘The Current Above' (album The Current Above-Immersion Seven) *** www.projekt.com 02.04.02 Peter Phippen & Eric “The” Taylor 'Century Folding pt 1' (album Two By Twilight) www.projekt.com 02.14.52 Tim Stebbing ‘Numincator' (album Nixieland) https://tim-stebbing.bandcamp.com/album/nixieland 02.23.03 Billy Denk 'Abbey Of Light' (album Consider The Ravens) https://wayfarermusicgroup.bandcamp.com/album/consider-the-ravens 02.28.11 Loren Nerell ‘Ablution' (album The Venerable Dark Cloud) www.projekt.com 02.30.22 Loren Nerell ‘Dark Horizon' 02.36.15 Orca Attack!' Grass In The Moonlight' (single) https://mortalitytables.bandcamp.com/album/grass-in-the-moonlight 02.39.36 Thy Veils ‘One Endless Trail of Sunsets' (single) https://thyveils.bandcamp.com/track/one-endless-trail-of-sunsets-y30 02.46.14 Ross Christopher ‘The Day the Rapture Never Happened' (EP Echoes Of Our Ancestors) https://rosschristopher.bandcamp.com/album/echoes-of-our-ancestors 02.50.08 Formless Cascade ‘River Of Experience' (EP Along The Way) https://formlesscascade.bandcamp.com/album/along-the-way 02.52.25 Endless Lake ‘Sereno' (EP Sereno) https://valleyviewrecords.bandcamp.com/album/sereno 02.54.59 Jyrante 'Twilight Glow' (EP Sleeping With The Stars) https://jyrante.bandcamp.com/album/sleeping-with-the-stars Edit***

Voices of VR Podcast – Designing for Virtual Reality
#1756: Exploring Narrative Potential of Generative AI in “8pm and the Cat”

Voices of VR Podcast – Designing for Virtual Reality

Play Episode Listen Later Aug 10, 2026 49:37


I interviewed Director Minhyuk Che & Producer Sngmoo Lee about 8pm and the Cat on Saturday, August 30, 2025 at Venice Immersive in Venice, Italy. Here is the story synopsis for 8pm and the Cat: "Cartoonist Haru loses his partner, Mina, in the Itaewon tragedy. Since then, 8 pm — the hour she used to come home — keeps repeating: an ordinary moment in daily life now shadowed by her absence. Within that single hour, different emotional rooms unfold. Images and monologues are generated in real time, shaping singular emotional moments. This generative VR experience invites the audience into Haru's ongoing process of mourning — through the act of constantly drawing and speaking about her." Here are the contextual domains that are explored: Death, Loss, Grief [8] of a primary partner [7], the Pain and Suffering [12], as well as the home and artifacts that carry the memories of a relationship [4] Here is the Elemental Center of Gravity: 1st Center of Gravity of Emotional Presence: Story of loss and grief - The connection between Space and Emotion2nd Center of Gravity of Earth Element / Environmental and Embodied Presence: Tell the story off loss by montage sequences of objects, spaces, and the liminal afterlife3rd Center of Gravity of Fire Element / Active Presence: Generative AI prompt -- But also certain aspects of the story is also being dynamically generated and changes each time, although this is harder to discern what was authored and what was generative4th Center of Gravity of Air Element / Mental and Social Presence: Monologues / subtitles Archetypal Themes and Character Explored: Incredible loss and grief, and the malaise of that, allusions to the afterlife as it explores the theme of "loving someone for a long time, beyond absence" - Cyclical nature of time of the Chronos Time and Kairos Time, with 8p becoming a daily reminder of the loss. "October 29, 2022: 159 people did not return home from Itaewon. The hour stayed still." Artist Statement: "When a friend told me they didn't know how to live after losing the person they loved most, I didn't know what to say. How could I possibly grasp the depth of that grief? We don't even know what it truly means to overcome such sorrow. Maybe it means to keep longing for the one who's gone, to keep speaking to them, to let them stay alive inside us. This work was an attempt to hold onto that feeling — of loving someone for a long time, beyond absence." https://www.youtube.com/watch?v=UQ3HCloXspk This is a listener-supported podcast through the Voices of VR Patreon. Music: Fatality

TD Ameritrade Network
AI Earnings Growth Cyclical or Secular? Nigam Arora Talks MU, Chips & Corrections

TD Ameritrade Network

Play Episode Listen Later Aug 10, 2026 8:31


Micron (MU) has been at the center of discussions on whether AI earnings growth is secular or cyclical. Nigam Arora offers his takeaways on that question to investors, explaining how memory supply pressures and AI models play a role in shaking up the guidance picture. He also adds color to the picture on the recent tech correction to help investors brace for another tentative shake-up. ======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Invest in Progress
10-MINUTE TAKE: ASML

Invest in Progress

Play Episode Listen Later Aug 10, 2026 12:12


A compressed version of Scottish Mortgage's interview with chip-making equipment company ASML's chief executive, Christophe Fouquet.Listen to the full episode here.ASML prints the vanishingly small patterns that make leading-edge computer chips possible. NVIDIA, Amazon and Anthropic all rely on it to create their products and services. “Without EUV [extreme ultraviolet light technology]… you don't have AI,” Fouquet tells Scottish Mortgage deputy manager Lawrence Burns in this podcast.Background:When Scottish Mortgage invested in ASML, it couldn't be certain that the Dutch firm's efforts to harness EUV light would succeed. The holding was effectively an informed bet that the company could pull off one of the “greatest technical endeavours” of the time, as Burns puts it.To achieve this, the firm had to solve engineering challenges, such as generating plasma many times hotter than the sun's surface tens of thousands of times a second, to create the special light. Then, it had to work out how to capture and control it with specialised multilayer mirrors. All this was done to print billions of transistors in spaces often as small as a fingernail.Its achievement has pushed computing to new limits, not least enabling the training of AI models including Claude, ChatGPT, Gemini, Mistral and MiniMax.“Whatever happens… ASML wins,” says Burns. “It's an agnostic royalty on AI demand, and more broadly, compute demand.” Timecodes:00:00 Introduction01:11 Christophe Fouquet interview begins01:20 Printing transistors02:58 Nanometre scale, g-force acceleration05:09 Moore's Law “on steroids”08:25 A cyclical industry10:48 An unknowable futureGlossary (in order of mention):EUV (extreme ultraviolet): A type of lithography that uses extremely short-wavelength light to print the finest, most advanced chip features. Lithography: The process of printing the pattern of a chip's circuitry onto a silicon wafer using light. Semiconductor: The material (usually silicon) at the heart of a computer chip. Also used as shorthand for the chip industry. Transistor: A microscopic on/off switch. Packing more of them onto a chip is what increases computing power. Compute: Computing capacity – the processing power needed to train and run AI models. Logic chips and memory chips: The two main chip types – logic chips process information, memory chips store it. Moore's law: There are various definitions, but a common one is that the number of transistors on a chip roughly doubles every two years. Transistor density: The number of transistors packed into a given area of a chip – the measure that Moore's law tracks. Wafer: The thin disc of silicon on which chips are patterned, layer by layer, before being cut into individual chips. High NA: ASML's next-generation EUV technology. NA stands for numerical aperture – a measure of how much light an optical system can gather and focus. High NA EUV gathers more than the original EUV system, allowing finer printing. Reticle: The mask carrying the chip-pattern information that the lithography machine projects onto the wafer. Inference: The stage where a trained AI model is actually used to answer queries or make predictions, as opposed to training it. Cyclical (industry): An industry whose sales rise and fall in boom-and-bust cycles, rather than growing steadily. Node: A generation of chip-manufacturing technology, loosely named for the size of its smallest features – smaller numbers mean denser, more advanced chips.Check the podcast description to ensure this content is suitable for you. Your capital is at risk. Presenter: Claire ShawExecutive Producer: Leo KelionLine producer: Jessica RooneyBroadcast Technician: Samual O'Hare Editor: Jody Black Hosted on Acast. See acast.com/privacy for more information.

chant it down radio
#327 Grimerica || Adam And Eve And The Great Reset

chant it down radio

Play Episode Listen Later Aug 7, 2026 86:19


This is a presentation by Darren of Grimerica that he did on the Solstice at serpent mound in Ohio.There indeed was a great reset of this planet at least once, if not more. Cyclical cataclysm may be hidden from us and maybe that's why civilizations are said to have only been around since 6000 years ago by academics. They don't want us to know how real history went. This major reset is the dividing line between the days of megaliths and the age of humanity we live in now.Darren packs in the many directions that water came through when the great flood destroyed large sections of continents, the magnetic pole changes, the ice sheets, the fossils found, and all kinds of evidences that support the younger drias impact theory.You can find Grimerica's work at: https://grimerica.ca Show website:⁠https://www.chantitdownradio.com/⁠Youtube: ⁠https://www.youtube.com/channel/UCmTlBzFViiv58N4_K9On0UQ⁠Instagram: ⁠https://www.instagram.com/chantitdown/⁠Telegram:⁠https://t.me/chantitdown⁠Odysee: ⁠https://odysee.com/@chantitdownradio:c⁠Rumble: ⁠https://rumble.com/user/Chantitdownradio⁠Please help support the show. Subscribe, leave reviews, help algorithms find the show. Support the show if possible.Support Luemas in his new documentary series  join Patreon and get the extra show: Afterthoughts : ⁠https://www.patreon.com/Luemas⁠See Sacred Sight: https://www.sacredsight.info⁠https://www.chantitdownradio.com/store.html⁠Chant it down t-shirts: https://chant-it-down-store.creator-spring.com/listing/chant-it-down-logo

K9 Detection Collaborative
Intentional Handling and Hide Setting Workshop Hot Wash with Bob Deeds

K9 Detection Collaborative

Play Episode Listen Later Jul 28, 2026 48:44


What to listen for:“You can still support your dog, but you do not have to step in and solve [the problem].”Our hosts, Robin Greubel and Stacy Barnett, sit down with returning guest Bob Deeds to unpack a week of Intentional Handling and Hide Setting, the detection camp the two hosts built years ago and this year expanded to fifteen students running six searches a day!Held on Robin's working farm, the course throws teams (Papillons alongside Malinois, cadaver handlers alongside sport dog people) into barns full of donkey dung, hay fields, and wind that Bob, fresh from Texas, learns shifts hourly in Iowa.Hides "misbehave": they migrate, vanish with the moving sun, or disappear when a tractor pulls away from a scent pool.Rather than solving the problem for their dogs, handlers are coached to read arousal. The dog owns exactly one job, the trained behavior; the handler owns everything else.By week's end, students are setting their own hides, and handling that once looked frantic becomes nearly invisible. That's proof, Bob argues, that intentional handling builds teamwork rather than dependence.Homework matters as much as class time, too. Students now film their runs and coaching, and by day four they're self-correcting before anyone says a word. There's been so much success this year that Robin, Stacy, and Bob are already looking toward next year's version of the course! Key Topics:A Bigger, Reimagined Intentional Handling and Hide Setting Week (01:39)Building Systematic Toughness (04:56)When Hides Misbehave: Wind, Sun, and a Living Working Farm (10:50)Trainer Ethics and Why Students Should Design Their Own Hides (18:49)The Bowling Alley Analogy and a Live Lesson in Canine Stress Signals (25:23)The Wagon Wheel, Heads-Up Display, and Handler Challenges (30:50)The Donut of Effectiveness and Cyclical "Spinning Plates" Training (40:34)Key Takeaways (44:02)We want to hear from you:Check out the K9 Detection Collaborative FB page and comment on the episode post!K9Sensus Detection Dog Trainer AcademyK9Sensus Foundation can be found on Facebook and Instagram. We have a Trainer's Group on Facebook!Scentsabilities Nosework is also on Facebook. Here is a Facebook group you should join!You can follow us for notifications of upcoming episodes, find us at k9detectioncollaborative.com to enjoy the freebies, and tell your friends so you can keep the conversations going.And don't forget to check out the YouTube Channel!Audio editing & other podcast services by: www.thepodcastman.com Instagram: @the_podcast_man

Heads Together
#221 - Are You Trying to Measure a Cyclical Money Season Using a Linear Ruler

Heads Together

Play Episode Listen Later Jul 27, 2026 18:25


Most money mindset advice sees revenue as a straight line, always climbing, every month meant to beat the last. But when you think about it, nothing alive, nothing that grows, ever grows that way, and I think that mismatch is where so much of our money shame comes from. In this episode I walk through the four seasons of money: spring as planting and investment, summer as the unglamorous tending with no proof yet it's working, autumn as harvest, and winter as the fallow rest we tend to mistake for failure. Which season are you actually in right now, and are you allowing yourself to be there?This episode is brought to you by The Coaching Business Academy, which is starting its summer cohort on the 4th of August. If you're sensing a planting season coming on, the details are at https://gillmoakes.com/academy, and there's a link there to book a call with me if you'd like to talk it through first. Get full access to ReWild With Gill Moakes at gillmoakes.substack.com/subscribe

Grace 242
Breaking the Cyclical Curse

Grace 242

Play Episode Listen Later Jul 26, 2026 30:25


Title: Breaking the Cyclical CurseScripture Reading: Genesis 9:20-29 ESVSeries: Bizarre BibleWhat if the bizarre story of Noah and Ham isn't just about nakedness, but a deeper, cyclical sin? This sermon challenges the common interpretation of Noah and Ham's story, through 4 Cs: the Crime, the Curse, the Cycle, and the Cure. Just like Ham, we carry the same cyclical sin in our heart today. How do we break that curse? Look to the only one who can cure the cycle, Jesus. 

Menopause Reimagined
Ep #201: Cyclical Keto for Perimenopause | Ben Azadi

Menopause Reimagined

Play Episode Listen Later Jul 24, 2026 32:11


Keto worked like magic in your 20s and 30s, but then perimenopause hit, and it stopped. Ben Azadi joins Andrea Donsky, author of Nourishing Menopause and 7x published menopause researcher, to explain why strict keto and fasting can backfire on shifting hormones, and how "flexing" instead of white-knuckling gets you back to results.Ben Azadi is back, and this time he's telling us why strict keto is the wrong move once you hit perimenopause.We talk through his revised book Keto Flex and why "flexing" in and out of ketosis, instead of staying in it forever, is the piece most women in this life stage are missing.What you'll learn:➡ Why doing keto and fasting too aggressively in perimenopause can backfire on your cortisol and adrenals➡ What cyclical ketosis (keto flex) actually looks like week to week➡ How ketosis may affect leptin, thyroid (T3), and testosterone, and why your labs can look "normal" while you still feel off➡ Why brain fog and memory issues might improve with a fat-adapted metabolism➡ Which fats to build meals around, and which seed oils to quietly dropBuy Keto Flex Revised: The Advanced Guide to Metabolic Flexibility, Fat Burning, and Hormone Health for Every Body at Every Stage https://amzn.to/44I6BWIChapters:0:00 Welcome Back: Ben Azadi Returns to Talk Keto Flex 3:08 What's New in the Keto Flex Revised Edition 6:00 The 4 Pillars of KetoFlex: Adapt, Fast, Phase, Flex 11:34 Why Strict Keto Backfires in Perimenopause 14:54 How Keto Flex Affects Leptin, Thyroid (T3), and Testosterone 21:00 Brain Fog, Memory, and Mitochondria After 40 24:40 Keto Flex vs. Fasting Mimicking Diet, Plus Protein and Whole Foods 31:20 The Truth About Seed Oils (and a Joint Pain Story)Send us Fan Mail ======Morphus: Menopause Reimagined

The Menstruality Podcast
241. Cyclical Sex Through Your Inner Seasons and Life Cycles (Carly Mountain)

The Menstruality Podcast

Play Episode Listen Later Jul 23, 2026 69:43


Just like our physical, emotional and mental energy, our erotic energy also ebbs and flows through the menstrual cycle month. Today we've invited the brilliant psychotherapist and somatic sex therapist Carly Mountain back to the podcast to explore the connection between the womb and our erotic cycles. Today Carly guides us on a journey through the inner seasons of the menstrual cycle to explore the erotic challenges and gifts of each phase. Carly has recently released a new book called Untamed Pleasure, which is a treasure trove for anyone wanting to experience more sexual freedom and pleasure. We chat about many of the beautiful teachings from the book, including; how to manage protective parts that come up around around sex, how we can't produce sex hormones and stress hormones at the same time, the power and sensitivity of the cervix, perimenopause sex, untamed aging and how to access more pleasure in every stage of life. We explore:Why it can really help to take orgasm off the table, and focus instead on sensation and pleasure to relieve pressure and change the erotic landscape we're exploring.How to cultivate your connection to your cervix, to deepen the sensation, move through numbness, and awaken more pleasure, and why it's vital to move slowly and take our time. How the experience of eros can shift as we enter midlife.---Receive our free video training: Love Your Cycle, Discover the Power of Menstrual Cycle Awareness to Revolutionise Your Life - www.redschool.net/love---The Menstruality Podcast is hosted by Red School. We love hearing from you. To contact us, email info@redschool.net---Social media:Red School: @redschool - https://www.instagram.com/red.schoolSophie Jane Hardy: @sophie.jane.hardy - https://www.instagram.com/sophie.jane.hardyCarly Mountain: @carly_mountain - https://www.instagram.com/carly_mountain

Vital Health Download
Radio Show / Podcast – July 12, 2026

Vital Health Download

Play Episode Listen Later Jul 14, 2026 57:36


Hosts: Ed Jones (Owner – Nutrition World) & Clint Powell A variety of topics all related to living a healthy life Presented by: Nutrition World www.nutritionw.com Broadcasting from the Nooga Dentistry Studio www.noogadentistry.com Production of: Whitfield Media Group www.vitalhealthradio.com Title: All about Spike Proteins with Dr. Glenn, Beyond Cholesterol & Better Heart Testing with Dr. Dearing [0:00:00] – Intro: Brian Johnson, Longevity & Oxalates + Farmers Market Light banter about: Ed coining the term “peak span” and using it in interviews. Ed's social media success (8.3 million views in 90 days). Joking about Ed doing a shirtless video and his bodybuilding competition and carb loading. Ed talks about Brian Johnson (longevity guru who spends ~$2M/year trying to live to 120): Johnson recently announced an autoimmune condition where his stomach is “eating its own stomach.” Ed admires his data and “Blueprint” protocol but believes two key factors in Johnson's regimen contributed to this issue. Ed teases that one factor is excess oxalate-rich foods; the other factor is left as a teaser for Ed's social media video. Ed announces a weekly farmers market at Nutrition World: Every Wednesday, inside the store, morning to mid-afternoon. Run by a young family with clean farming practices and minimal chemicals. Nutrition World does not profit from it; framed as a service to the community and support for small farmers. [0:05:04] – Upcoming Guests, Ed's E‑Books & Podcasts Ed previews two interviews for this episode: Dr. Glenn – testing and managing spike proteins. Dr. Curt Dearing – discussing his new book “Beyond Cholesterol” and non-traditional views on cardiovascular risk. Ed's e‑books: Six e‑books available on theholisticnavigator.com, including: Quality sleep Oxalates and pain “Are You Sick and Tired?” (diet & overall health) Oral health Immune system “Core Four” foundational supplements Podcasts: Ed mentions his Holistic Navigator podcast Clint promotes Nooga Podcasts (noogapodcasts.com) – a network of 20+ podcasts. [0:09:26] – Interview with Dr. Glenn: What Are Spike Proteins & Why They Matter Dr. Glenn defines spike proteins: Discovered in the 1960s, normally part of viruses from nature. Our immune system usually recognizes and dissolves natural spike proteins. For COVID-era, lab-made spike proteins: They are not recognized properly by the body. They can persist and are not efficiently eliminated. Mechanism (simplified): Spike proteins interact with ACE2 receptors (“locks” on the cell door). They unlock and open the cell doors, enter the cells, and damage/destroy cells from the inside. Clint notes he never heard the term “spike protein” before COVID; Dr. Glenn explains: Previously, they weren't an issue because the body just handled them. This is the first time in history we've dealt with lab-made spike proteins at scale. Dr. Glenn stresses this is not simply vaccinated vs. unvaccinated: mRNA vaccines were designed to produce spike proteins. But unvaccinated people with bad cases of COVID can also carry very high spike levels. His personal story: Got severe COVID in Jan 2020, pre-official naming: 2 weeks very ill on couch/bed. 3 months to feel “recovered,” but that was just the start of long-term issues. Over the next 3+ years, progressive cellular damage accumulated, leading to a broad set of symptoms. Dr. Glenn's symptoms when spikes were very high: Whites of eyes turned gray, with burning eyes all day (constant eye drops). Tinnitus (ringing in ears). Cyclical rashes under armpits. Burning nerves in quads; needed leg massage devices nightly to sleep. Gout attacks (kidneys not handling uric acid well). Venous congestion in lower left leg. Severe fatigue, getting sick frequently despite doing everything “right.” Developed endocarditis (inflammation of heart and valves); resting heart rate jumped from 55–60 to 80–105. Subtle Bell's palsy–type weakness on left side of face and brain symptoms. Laboratory findings: Test: SARS‑CoV‑2 spike protein antibody test (semi-quantitative). Thresholds: 1000: likely too high, potential cell damage. 5000: “a whole other level of danger.” His highest result: 11,694 (measured around Oct 28, 2023). Progress over four tests: 11,694 → 11,087 → ~9,950 → 8,905 (as of June 30, current year). Many symptoms have significantly improved, though: Heart rate better but not back to baseline. Tinnitus persists. Spike level is still high, so work remains. Symptoms can vary dramatically from person to person: Because spikes can enter different “doors” (cells/tissues) in different bodies. One person's profile may be mostly neurological; another's cardiovascular, etc. Dr. Glenn's clinic policy: He will not work with someone on issues like hormones, gut, or cognitive problems without a spike antibody test, because: Otherwise they may be “paddling upstream” against ongoing spike-related damage. Observation: Many patients say: “My doctor says my bloodwork is fine,” yet they feel terrible. Conventional doctors rarely order spike protein antibody tests [0:23:01] – Managing High Spike Proteins: Testing, Risk & Protocol Who Should Test & How: Ed notes frequent COVID infections (he's had it six times) and that many people have unexplained symptoms. Both Ed and Dr. Glenn suggest: Spike antibody testing should be considered for anyone with mysterious chronic symptoms, regardless of age or vaccination status. Testing can be done through labs like Be Well Labs (which Nutrition World works with) or other local options. Reference values: < 0.08 means essentially no exposure to COVID. Out of ~130 tests Dr. Glenn has reviewed, only one person was

WLEI - Lean Enterprise Institute's Podcast
Better Thinking Faster: A conversation about solving problems just in time

WLEI - Lean Enterprise Institute's Podcast

Play Episode Listen Later Jul 13, 2026 39:45


Time is relative, especially when it comes to lean problem solving. The LEI trio of Josh Howell, Mark Reich, and Art Smalley explored how the speed of quality problem solving really depends on the level of the organization in which the problem exists and the types of problems and thinking patterns in place at that level. In this first podcast of two, they examine what “better” and “faster” means in the lean world and how that manifests itself.  There's often a debate among management circles calling for fast problem solving and change vs. slow, deliberate decision-making. Art, Toyota veteran and author of Four Types of Problems, says, “We're all trying to think better and think faster, respective to our level and the speed that governs it. But it's overly simplistic to just say ‘think slow.' You want to, all things equal, arrive at a better end result faster. In reality there are different types of problems, different patterns of thinking, and different mental gears that can be used.”   Art discussed different types of problems and the different styles of work used in Toyota to address them. As outlined in his book, they are:  Type 1 troubleshooting problem, such as responding to the andon signal at a frontline workstation with a 45-second cycle time, needs to be solved safely and quickly, which will often occur countless times each day because these problems involve a known problem and known solution.   Type 2 problems are harder to solve and have unknown root causes and solutions, which require a more analytical mode of thinking.   Type 3 problems are actually continuous improvement efforts that seek to establish a new, better target condition.  Type 4 problems represent truly innovative new solutions (think hybrid powertrain technologies) that often require years of trial and error.   The problem-solving work moves from convergent thinking, known standards, and highly skilled execution at the frontline to middle management using the eight steps of Toyota Business Practice that can take days or weeks, to innovation, which is slower, more deliberate, divergent, and exploratory.   Josh looks back to his time at Starbucks and the problem-solving spectrum, contrasting the challenge of trying to transform a company of some 350,000 employees (“That's going to take some time, and certainly the executives don't want it to take too much time. It can't take forever.”) compared to experiencing problems in a store during peak service time when there's a new customer every 30 seconds. “The way that we were taught from our TPS and lean teachers to improve that situation, improve our performance for the customers, was to really dig into the details of what happens inside those 30 seconds.”  Speed is only one facet of lean problem solving. Remember, the Toyota slogan is “Better Thinking, Better Products,” and so quality has to be part of problem-solving work.   Mark (LEI Chief Engineer Strategy, author of Managing on Purpose, and also a Toyota veteran) says the quality of problem solving requires developing the capabilities of those doing the problem solving as well as the patience to take sufficient time to examine problems and come to better solutions: “We want to build the capability in the organization for leaders, for people, not just leaders, but for people at every level, to be able to produce good quality work. What's unique about Toyota is that's true in any function. We want good quality accounting work. We want good quality planning work. We want good quality work, of course, at where the products made and developed. And I think that does take time to build that capability to produce good quality, whatever function you're talking about.”  The trio also discuss the:  Cyclical nature of processes in which problems occur, be that a seconds-long cycle on the line, an annual cycle for formulating corporate strategy, or a decades-long span for replenishing capital equipment. At all levels, the process repeats but the problems will vary, such as market changes impacting the strategy development cycle one year to the next.  Use of process cycles as learning: From frontline to the executive suite, it's not just about fixing the current problem and getting back to work, but taking the time and data to come up with better solutions and standards for future work. “There's so much here to look closely at, to analyze, to scrutinize,” says Josh. “There's so many details that we can question, and inside all of those details are potential solutions, potential improvements, kaizen points that we can make things better.”  Need to involve as many people as possible in addressing problems — the work of problem detection, notification, response, and solving. Considering the number of problems that exist throughout a company and at all levels and functions, it would be impossible to meet the problem-solving demand if only top executives, management, and engineers were doing the problem solving.  Toyota Production System was designed not as a system to produce things perfectly but as a framework knowing that things will not go perfectly, that there will be problems. “Build in a system that accepts and recognizes there's going to be mistakes, therefore have a system that catches and flags those, and have layers of ability stacked behind that to deal with it,” says Art.  Different levels within the organization need to focus on the problem solving commensurate to their level. Josh recalls how a Starbucks executive came to a store that had transformed significantly using standardized work and structured problem solving. This leader, however, was obsessed over a low-priority Type 1 problem he noticed that eventually would be handled by the frontline team instead of giving his attention to building the store team's overall capability to identify and handle more problems on their own.   The problem-solving approach of Fujio Cho, President of Toyota Motor Manufacturing Kentucky and then Toyota Motor Corp., and other Toyota executives: Art recalls a time when Cho refused to follow along on a plant tour and instead went off on his own and found a significant oil leak at a machine. Cho then immediately engaged the team in problem solving, asking questions about how it occurs and how leaders find such problems, and discussed a process to signal such abnormal and potentially dangerous conditions. He knew the plant tour was set up to be perfect, and he was looking for the right teaching moment, not to scold people, but to build the education into an actual problem rather than view a rehearsed problem on a flip chart.  Look for the second part of the better-thinking-faster conversation to appear on July 28. Subscribe to LEI's newsletter at ean.org/newsletter-signup

The Menstruality Podcast
240. Sex, Intimacy, and Listening to our Cyclical Bodies (Ita O'Brien)

The Menstruality Podcast

Play Episode Listen Later Jul 9, 2026 70:58


Today we're having a fascinating conversation with the woman who pioneered the role of intimacy co-ordinator in TV, film, opera and theatre. Ita O'Brien has worked on numerous high-profile productions including Sex Education on Netflix, and I May Destroy You on the BBC, and is the founder of the Intimacy on Set guidelines which have been widely adopted across the industry, advocating for safe, fair and dignified work.Ita recently took all of her learnings and experience, and she's shared them in her brilliant book, Intimacy: A field guide to finding connection and feeling your deep desires. Today we explore the vital role that an intimacy co-ordinator plays, and why safe, honouring and real-life depictions of sex on screen are so vital. We also draw on Ita's wisdom around listening to our bodies in order to create deeper intimacy with ourselves and others, the need for all of us to understand the cyclical anatomy of female arousal and why we need more women writers creating truthful intimate scenes for women and people who menstruate.We explore:Ita's experience of being an intimacy co-ordinator on trailblazing scenes involving period sex in Michaela Coel's I May Destroy You.The importance of true consent, and how to access the power of no in intimacy, so that we can find our true yes. The archetype of the enchantress and how she can support our intimacy explorations as we approach, move through and enter our third act post menopause.---Receive our free video training: Love Your Cycle, Discover the Power of Menstrual Cycle Awareness to Revolutionise Your Life - www.redschool.net/love---The Menstruality Podcast is hosted by Red School. We love hearing from you. To contact us, email info@redschool.net---Social media:Red School: @redschool - https://www.instagram.com/red.schoolSophie Jane Hardy: @sophie.jane.hardy - https://www.instagram.com/sophie.jane.hardyIta O'Brien: @itaobrien_intimacycoordinator: https://www.instagram.com/itaobrien_intimacycoordinator/

Lloyd's List: The Shipping Podcast
The new shipbuilding supercycle: Cyclical upswing or structural shift?

Lloyd's List: The Shipping Podcast

Play Episode Listen Later Jul 6, 2026 27:07


The new shipbuilding supercycle: Cyclical upswing or structural shift? by Lloyd's List

TD Ameritrade Network
Wednesday's Final Takeaways: Warsh at ECB Forum & Cyclical Stock Strength

TD Ameritrade Network

Play Episode Listen Later Jul 1, 2026 4:17


Marley Kayden talks about Fed Chair Kevin Warsh's speech at the ECB Forum as markets focus on global central bank commentary. Sam Vadas highlights strength in cyclical sectors seen in Wednesday's trading session. ======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Fertility Wellness with The Wholesome Fertility Podcast
Ep 392 The Second Clock Inside Your Body: The Rhythm Women Were Never Taught to Read

Fertility Wellness with The Wholesome Fertility Podcast

Play Episode Listen Later Jun 23, 2026 12:59


Most women have been told their cycle is something to manage, track for fertility, or push through. What almost no one is saying is that your cycle is a second biological clock running inside your body at all times. The circadian rhythm is roughly 24 hours and is governed by light. The infradian rhythm is roughly 28 days and is governed by the menstrual cycle. Men have one main rhythm. Women have two. This is not a flaw in our design. It is added intelligence. In this solo episode, Michelle walks you through what is actually happening underneath the surface of each phase. Your brain structure shifts across the cycle. Your immune system, metabolism, insulin sensitivity, microbiome, and nervous system are all moving with you. You will learn why the same stressor can feel completely different from one week to the next, why luteal phase cravings are real signals and not willpower failures, and how to begin matching your work, food, and rest to the phase you are actually in. Whether you are trying to conceive or simply want to stop fighting your own body, this episode offers a more accurate map of how you are designed to function.   Key Takeaways: Women have two main biological rhythms. The circadian rhythm is roughly 24 hours. The infradian rhythm is roughly 28 days and is governed by the menstrual cycle. Most lifestyle and research advice is built around the male 24-hour clock, which is part of why so many women feel exhausted. Your brain structure literally changes across the cycle. The hippocampus shifts in volume, connectivity between regions changes, and verbal fluency, spatial reasoning, and pain perception all move with the phases. Feeling like a different person at different times of the month is neurobiology, not emotional volatility. Your immune system is rhythmic. It is more active in the first half of the cycle and shifts after ovulation, when progesterone becomes mildly immunosuppressive to prepare the uterus for a possible embryo. This is why colds, autoimmune flares, and allergies can shift across the month. Basal metabolic rate rises slightly in the luteal phase, and insulin sensitivity changes. The same meal can land differently depending on where you are in your cycle. Luteal phase cravings are often a real signal of higher energy needs. The gut and vaginal microbiomes also shift cyclically with hormones. You are not a static system. Everything inside your body moves with you. Heart rate variability tends to be higher in the follicular phase and lower in the luteal phase. The same stressor can land very differently depending on when in the month it arrives. Your nervous system is operating from a different baseline. From a TCM perspective, the liver works harder in the luteal phase to prepare for menstruation, which can show up as more irritability, less energy, and stagnation when qi is not flowing freely. Working with the cycle is not just a fertility tool. It is a way of living that supports energy, focus, mood, and recovery across the entire month. Practical starting points: track more than your period (energy, sleep, mood, focus, hunger, stress response), match the work to the phase when possible, and eat in a way that responds to what your body is actually doing in each phase.   Host Bio: Michelle Oravitz, L.Ac., FABORM, is a board-certified fertility acupuncturist, Ayurvedic practitioner, and author of The Way of Fertility. She is the host of The Wholesome Fertility Podcast, where she explores the intersection of Traditional Chinese Medicine, modern fertility science, nervous system health, and the deeper, often overlooked terrain of mind-body fertility. Through her clinical practice and online programs, Michelle works with women trying to conceive and with practitioners who want to bring a more holistic, integrated approach into their work.   Research and Resources Cited: Brain structure and function changes across the menstrual cycle (hippocampal volume) Cyclical changes in hippocampal volume across the menstrual cycle Menstrual cycle effects on cognition: verbal fluency and spatial reasoning Pain perception and threat sensitivity across the menstrual cycle Progesterone and immune modulation in the luteal phase Basal metabolic rate variation across the menstrual cycle Insulin sensitivity and the menstrual cycle Gut microbiome variation across the menstrual cycle Vaginal microbiome shifts across the menstrual cycle Heart rate variability across the menstrual cycle Cortisol and HPA axis response across the menstrual cycle   Disclaimer: The information shared on this podcast is for educational and informational purposes only and is not intended as medical advice. Please consult with your healthcare provider before making any changes to your health or fertility care.  Ready to discover what your body needs most on your fertility journey? Take the personalized quiz inside The Wholesome Fertility Journey and get tailored resources to meet you exactly where you are: https://www.michelleoravitz.com/the-wholesome-fertility-journey For more about my work and offerings, visit: www.michelleoravitz.com Curious about ancient wisdom for fertility? Grab my book The Way of Fertility: https://www.michelleoravitz.com/thewayoffertility Join the Wholesome Fertility Facebook Group for free resources & community support: https://www.facebook.com/groups/2149554308396504/ Connect with me on social: Instagram: @thewholesomelotusfertility Facebook: The Wholesome Lotus

Conquering Your Fibromyalgia Podcast
Navigating the New 2025 Guidelines: A Parents Guide to Cyclical Vomiting Syndrome

Conquering Your Fibromyalgia Podcast

Play Episode Listen Later Jun 18, 2026 31:29


Text Dr. Lenz any feedback or questions 2025 Pediatric Cyclic Vomiting Syndrome (CVS) Guidelines: A Brain–Gut, Migraine-Based Action PlanThe script explains updated 2025 guidelines for pediatric cyclic vomiting syndrome (CVS), framing CVS as a disorder of gut–brain interaction and a “migraine equivalent,” with up to 82% of affected children having personal or family migraine history, shifting treatment focus to the central nervous system. It highlights links to nociplastic pain/central sensitization and higher rates of neurodivergence (ADHD, autism), supporting a holistic biopsychosocial approach and trigger management, especially consistent sleep. Key terminology (abortive vs prophylactic therapy, strong vs conditional recommendations) is clarified. The only strong recommendation is early abortive anti-migraine therapy (triptans like sumatriptan or high-dose NSAIDs like ibuprofen) during prodrome; conditional options include aprepitant, ondansetron, and early IV rehydration. Prevention starts with lifestyle and supplements (riboflavin, CoQ10), then escalates to propranolol, cyproheptadine, or amitriptyline; topiramate is generally avoided unless others fail. The guidelines address catamenial and “calendar time” CVS, distinguish CVS from cannabinoid hyperemesis syndrome via six months of cannabis cessation, and emphasize creating a written green/yellow/red CVS action plan for home, school, and emergency care.00:00 Lost in the Fog01:56 CVS as Brain Gut Disorder04:19 Migraine Link Explained06:13 Nociplastic Pain and Sensitization08:48 Neurodivergence Connection10:50 Guideline Terms Decoded13:26 Abortive Rescue Plan17:18 Preventing Future Episodes22:05 Special Subtypes and CHS24:08 Action Plan Zones26:04 Holistic Approach and Wrap UpClick here for the YouTube Channel  Click here for the YouTube channel Support the showWhen I started this podcast and YouTube Channel—and the book that came before it—I had my patients in mind. Office visits are short, but understanding complex, often misunderstood conditions like fibromyalgia takes time. That's why I created this space: to offer education, validation, and hope.  If you've been told fibromyalgia “isn't real” or that it's “all in your head,” know this—I see you. I believe you. This podcast aims to affirm your experience and explain the science behind it. Whether you live with fibromyalgia, care for someone who does, or are a healthcare professional looking to better support patients, you'll find trusted, evidence-based insights here, drawn from my 29+ years as an MD.Please remember to talk with your doctor about your symptoms and care. This content doesn't replace per...

Chip Stock Investor Podcast
Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework

Chip Stock Investor Podcast

Play Episode Listen Later Jun 12, 2026 21:39


Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most debated questions among semiconductor investors by walking through the investment thesis checklist step that asks: what kind of business cycle does this company actually have?Rather than labeling companies simply cyclical or non-cyclical, the framework breaks businesses into short cycle, long cycle, and non-cyclical categories based on how closely revenue tracks changes in GDP growth. A short cycle business sees revenue move quickly with the economy, while a long cycle or non-cyclical business continues growing steadily regardless of macro conditions. The traditional eleven sectors of the economy do not map cleanly onto this framework, and Nick and Kasey explain why semiconductors, SaaS, telecom carriers, and ad-driven internet platforms can all fall in very different places even within the same official sector.The episode applies this framework to six real companies. Micron is examined as a short cycle business currently in year two of a strong memory upcycle, with historical precedent for these cycles to run several years. Intuitive Surgical is discussed as a long cycle healthcare hardware business tied to product generation launches. Vertex Pharmaceuticals is presented as a genuinely non-cyclical pharmaceutical company with steady growth. NextEra Energy represents the utilities sector and one of the longest cycles of all. Credo Technologies, a newer public company, is evaluated as likely short cycle, with a look at its fiscal 2027 guidance calling for eighty percent revenue growth and fifty percent adjusted profit margins. Finally, Palo Alto Networks is broken down as a cyclical business once acquisitions like CyberArk and Chronosphere are stripped out, with commentary on CEO Nikesh Arora's view that cybersecurity is constantly chasing the next emerging risk.The episode closes with the revenue analysis questions CSI uses for every company: who the primary customers are, whether revenue is concentrated, what is actually being monetized, why customers choose to spend money with that company over alternatives, and what risks could disrupt the business. Understanding these fundamentals is what allows an investor to tune out noisy debates about whether a cycle has "changed forever" and instead build real conviction in a business.For in-depth stock research and the Semiconductor Insider membership,visit chipstockinvestor.com.

Sports Psychology Coaching
Strategy to Be More Present During Games

Sports Psychology Coaching

Play Episode Listen Later Jun 9, 2026 9:25


Being present is a superpower in sports! Learn a two-part strategy you can use to be more present when you compete.Cyclical breathing article: https://med.stanford.edu/news/insights/2023/02/cyclic-sighing-can-help-breathe-away-anxiety.html?utm_source=chatgpt.com Work with me!

Nutrition with Judy
388. WHY People Quit the Carnivore Diet - 6 Real Talk Reasons and Troubleshooting

Nutrition with Judy

Play Episode Listen Later Jun 4, 2026 38:06


Get personalized root-cause care with Empower Functional Health.Learn more at empowerfunctionalhealth.com_____Why do people quit the carnivore diet even after it helped them at first? In this episode, Judy Cho breaks down the most common reasons the carnivore diet stops working for some people, from undereating and poor fat tolerance to electrolyte issues, thyroid and hormone changes, food boredom, cholesterol fears, and the pressure to do “perfect carnivore.”A carnivore diet can be a powerful elimination diet, but it is not inherently well-formulated. This conversation explains why some people thrive, why others struggle, and how to tell whether the issue is the diet itself, how it is being done, or the body's current state of health.Cyclical and chronic dietersMind-body connection and the bell curveExpectations and disappointments (planning is the antidote)Undereating, thyroid and hormone functionProtein and poor fat toleranceMindset: community pressure, your “why”Protect your eyes and ears. 60,000 thoughts.Food boredomElectrolytes, hormones, thyroidHeart disease and cardiovascular riskPerfect CarnivoreReal talk_____EPISODE RESOURCES How much to eat episode Undereating episodeSymptom journalThyroid health on carnivoreGut support ADH testingCholesterol test panelCarnivore elimination protocolRay Peat diet articleMercola and carbs article_____WEEKLY NEWSLETTER

PIMCO Pod
AI Financing Needs Do Not Override Cyclical Drivers of Yield

PIMCO Pod

Play Episode Listen Later Jun 3, 2026 7:48


In this episode, we discussed how structural pressures from the AI buildout are real, but they are growing slowly, not driving the yield moves investors are watching right now. 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 CMR2026-0521-5513952-T

Performance Health Podcast
Programming Philosophy, Annual Plans, and Building a Better Weight Room with Coach Devin Young (Pitt)

Performance Health Podcast

Play Episode Listen Later Jun 2, 2026 39:20


Programming Philosophy, Annual Plans, and Building a Better Weight Room with Coach Devin Young (Pitt)Tim Caron welcomes Coach Devin Young (University of Pittsburgh) to discuss programming workflow for group training, including how Young builds annual plans for cyclical sports like track and adapts plans for acyclical team sports like softball amid constantly changing schedules. Young outlines his process from coach meetings and intro blocks for freshmen/transfers through accumulation and intensification phases, emphasizing “low-hanging fruit” qualities (strength and speed) guided by testing, sprint timing, force plates, and isometric measures. He describes Pitt's integrated sports science support via master's students and walks through a typical softball Monday session from force-plate jumps and movement prep to A/B/C blocks, accessories, and cooldown. They then explore how a much larger new facility (more racks, indoor/outdoor turf, Sorinex racks) could remove bottlenecks but introduce logistical and culture/energy challenges, prompting Tim's advice to identify constraints, request needed rack features, and “scorched earth” rethink programming while preserving team cohesion.00:00 Podcast Intro and Guest00:10 Products and Courses Plug01:21 Programming Workflow Setup01:56 Annual Plan and Blocks04:03 Softball vs Track Constraints06:32 Debate on Long Term Planning08:33 Cyclical vs Acyclical Periodization09:48 Low Hanging Fruit Testing12:30 Sports Science Integration14:26 Softball Session Walkthrough18:27 Current Room Layout19:29 Warmups And Flow21:11 New Facility Upgrades21:46 Racks Pins And Tools29:56 Space Changes Culture34:33 Explore The New Room35:54 Jammer Arms Physics Rant38:17 Wrap Up And Plugs

PRmoment Podcast
Hope&Glory co-founder James Gordon-Macintosh on Nils Leonardgate

PRmoment Podcast

Play Episode Listen Later Jun 2, 2026 12:53 Transcription Available


On this PRmoment podcast today we're chatting about the Nils Leonardgate.Is comparing earned media creativity and paid media creativity pointless?I normally have this debate internally in my own head when I watch the annual PR/ad creative bun fight at Cannes but it's come a bit early this year following Uncommon founder Nils Leonard's latest activation of his "let's start a fight' strategy where he says: "The PR industry should be scared, not just of Uncommon but in general."We'll also discuss to what extent paid media creative and earned media creatives are similar, and to what extent are they different. Can they ever be compared with much validity? To talk about all this stuff welcome Hope & Glory co-founder James Gordon Macintosh.Before we start the final entry deadline to The Creative Moment Awards is on Friday 19th June 2026.Key Themes1. Ad Land's Cyclical "Discovery"Gordon-Macintosh believes that this is not a paradigm shift, but rather a predictable, cyclical reaction to macroeconomic pressures. Whenever paid media budgets shrink due to client belt-tightening or shifting algorithms, advertising shops look to colonise PR space to protect their revenue lines. Every decade, advertising "discovers" a discipline PR has been practicing for years—whether it's social media, creator marketing, or culture marketing—and rebrands it as something entirely new.2. Bought vs. Earned Creative ArchitectureThe structural divergence between advertising creativity and PR creativity forms a central pillar of the debate. Advertising is hardwired for absolute control—agencies write a script, buy the slot, and force eyeballs onto the screen. PR, conversely, requires navigating a chaotic, reactive ecosystem of third-party validation, shifting editorial gatekeepers, and genuine cultural conversations where control is surrendered in exchange for authenticity.3. The "Infinite Monkey Cage" of Ad-Led PRWhile acknowledging Uncommon's brilliant output (such as Rat Boot and PAIN), Gordon-Macintosh draws a line between flashy stunts and sustainable communication strategy.Quotes from James Gordon Macintosh:"Every decade, I'd say advertising discovers something PR has frankly been doing for years, and they try to give it a new name.""Advertising is about buying your way into the media space—you buy the eyeballs. PR genuinely has to engage with what people are actually talking about.""If you take an infinite number of monkeys and give them an infinite number of typewriters... mathematically one will eventually write Hamlet. In ad agencies, an earned idea is all too often luck, not skill."

Family Bible Church weekly message
07 Ecclesiastes 3:1-8 (Remember Your Creator In Your Season of Life)

Family Bible Church weekly message

Play Episode Listen Later May 24, 2026


* You can get the sermon note sheet at: https://family-bible-church.org/2026Messages/26May24.pdf * Last week, we considered Remembering Your Creator in Your Labor. As we ended that study looking at a proper Biblical Perspective of Labor, we considered how much Scripture adjures us to be diligent in our labor by not being lazy, but rather redeeming the time knowing that the days are evil. * Today, we continue that line of thought considering the redemption of time. * In "Bob's Philosophy of Life," a fulfilled Christian life is found through "The redemption of that which cannot be saved in order to invest in the redemption of that which can be saved by laying all that I am on the altar in order that YHWH may alter all that I am!" * Lord willing, today we will have a study in Contrasts considering Time v. Events; Positive v. Negative Events; Cyclical v. Linear views of time ... and then a consideration of how the Sovereignty of God is intricately woven into a proper Biblical understanding of time, events, and our seasons of life. * This message was presented by Bob Corbin on May 24, 2026 at Family Bible Church in Martinez, Georgia.

Incandescent Tarot Podcast
Seeing Tarot Episode 5: The Ace of Pentacles

Incandescent Tarot Podcast

Play Episode Listen Later May 15, 2026 64:30


In Episode 5 of Seeing Tarot, artist Anna Rose Stabler and tarot reader Gina Wisotzky continue their card-by-card exploration of the tarot, arriving at the final ace of the Minor Arcana: the Ace of Pentacles.Rather than defining cards through fixed meanings, this podcast explores what happens when you live with tarot over time: through art-making, daily life, season, conversation, and sensory experience.This month's focus:The Ace of PentaclesHere, we dive into the element of earth: cultivation, embodiment, material reality, labor, pleasure, systems, resources, and the strange human tension between structure and freedom.The conversation moves between orchards, agriculture, productivity culture, tarot structure, perfume, ducks, bees, home renovations, and the rhythms of seasonal living. The Ace of Pentacles emerges as a card about participation in the world itself: the place where spiritual insight becomes lived experience.This episode also marks the completion of the aces and the beginning of a new phase in the project, as Anna and Gina begin considering a move into the court cards and the evolving structure of the series itself.In This Episode* The Ace of Pentacles as the grounding point of the Minor Arcana: where “things get real” * Agriculture as both technology and existential tradeoff: planning for survival versus living in the present* The garden as representation of the emergence of humanity in the tarot landscape* The relationship between structure, discipline, civilization, and spiritual life* The tension between optimization culture and cyclical, sensory, embodied living* Anna's artistic process creating the Ace of Pentacles illustration: orchards, orange roses, guinea fowl, and pastoral abundance* Cyclical versus linear understandings of tarot structure and personal growth* Perfume, musk, gourmand fragrances, and the sensory world of Pentacles* Bees, ducks, chickens, home renovation, spring labor, and the deeply earthly experience of tending land and homeScents & Sensory CorrespondencesAce of PentaclesFragranceAnna's PickDzing! — animalic, hay-like, gourmand inspired by the circus.Gina's PickKiehl's Musk — as earthy as it gets! a musk for the ages.Additional Pentacles fragrance associations discussed include bread accords, gourmand perfumes, amber, vanilla, and patchouli.Natural Material* Orchard soil* Fresh bread* Hay and straw* Mossy garden walls* Animal musk* BeeswaxEnvironment* A cultivated orchard bordered by mountains* A busy garden full of creatures* Spring abundance tipping toward summerReferences & Influences* Seventy-Eight Degrees of Wisdom by Rachel Pollack* Tarot Deciphered by T. Susan Chang and M. M. Meleen* Fortune's WheelhouseAce of Cups MoodboardAbout the HostsGina Wisotzky The founder of Incandescent Tarot, Gina has been reading and practicing tarot and the intuitive arts for over two decades. Her work weaves tarot, writing, seasonal practice, and somatic inquiry through readings, classes, and audio reflections.Incandescent Tarot / AlchemagAnna Rose Stabler Anna Rose Stabler is an illustrator whose work centers symbolism, still life, and narrative imagery. Her practice explores how meaning forms through visual language, material, and seasonality.Website / Instagram / TumblrAbout the SeriesSeeing Tarot is a collaborative podcast documenting the creation of a tarot deck from the ground up. Through ongoing dialogue, Anna and Gina explore symbolism, artistic process, intuition, sensory experience, and the evolving language of tarot.Rather than offering definitive meanings, the series approaches tarot as something lived: relational, interpretive, embodied, and continually unfolding through attention and conversation. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit incandescenttarot.substack.com

Future of Fitness
Jane Wang - Your Retention Strategy Is Backwards: Optimity's Lifetime Journey Approach

Future of Fitness

Play Episode Listen Later May 2, 2026 47:38


Jane Wang brings a rare cross-disciplinary lens to one of fitness's oldest problems: member retention. With a background in clinical research, mortality risk, and 12+ years in corporate wellness, Jane shares why the industry's approach to churn is fundamentally flawed — and what a data-driven, human-centered model looks like. What We Cover: Jane's background — From HIV research and ovarian cancer trials to building tech for 7M+ members at Opt Why retention is broken — The industry measures daily/weekly/monthly activity but ignores the full lifecycle of a member Life stages & churn — Having a baby, moving cities, changing jobs: why no text message can fix structural churn The "no" that means "not right now" — Treating lapsed members like a long-term sales relationship Life events in insurance vs. fitness — How life insurers market around milestones and why gyms should too Joyful nudges vs. aggressive ones — Why over-messaging kills retention and joy-driven UX wins The female fitness opportunity — Women are 60–90% of class-based gym users, but most products are built by and for men Cyclical health design — Why female biology demands a different measurement framework Candy Crush vs. Call of Duty — The massive underserved female market and what light gamification unlocks Social connectedness as a magic metric — Facebook's early retention lesson applied to gyms; women average 8–9 challenge buddies vs. men's 1–2 Fidgital — Physical + digital experiences that create lasting loyalty (Apple as the model) The data stack — Subscription data → usage/check-ins → wearables → zip codes → behavioral triangulation How Opt's challenges work — 1-day to 2-week gamified events that surface persona, personality, and device data with no tech lift for partners EGM Genius AI — A real-world fidgital example from the gym floor What Jane needs — Partners with 100K+ member footprints to help scale from 7M to 100M members OUR SPONSORS:

Here’s The Deal with Kylie
You're Not Crazy, You're Cyclical with Krista Day-Gloe, LCSW

Here’s The Deal with Kylie

Play Episode Listen Later Apr 24, 2026 43:25


Eating disorder therapist Krista Day-Gloe is back to talk about her new book, 'Moon and Moon', the book we all should have received when we were 12 years old. Krista explains the science of hormones, menstrual cycles, and how understanding these can improve women's health, mood, and body image.She shares her journey from therapy to writing this accessible guide, emphasizing tracking and normalizing hormonal changes. You'll even learn about something new, "Divorce Day."I'm sure lots of lightbulbs will go off when you are listening. Key topics include:Hormonal cycles and their impact on mood and body imageThe importance of tracking menstrual cycles for health insightsUnderstanding perimenopause and menopause transitionsChapters00:00 Introduction to Moon and Mood02:52 The Journey from Therapy to Writing05:42 Understanding Hormonal Cycles08:48 The Impact of Hormones on Mood and Body Image11:40 Navigating the Luteal Phase14:33 Empowerment Through Knowledge17:21 The Importance of Self-Compassion20:19 Divorce Day and Its Implications24:11 Understanding Hormonal Cycles and Emotional Responses30:45 Navigating Perimenopause: Changes and Challenges35:45 The Impact of Hormones on Relationships39:18 Breaking the Stigma: Hormones and Mental HealthKrista's Website: https://healingrootswellnesscenter.com/Link to book and cycle tracker: https://healingrootswellnesscenter.com/body-led-books/mood-moon/

TD Ameritrade Network
Downside Risks Fade as Tech Drives Gains, Software Value Emerges, and Gold Turns Pro‑Cyclical

TD Ameritrade Network

Play Episode Listen Later Apr 22, 2026 7:05


Morningstar Wealth's Philip Straehl says U.S. equities are showing resilience as key downside risks fade, including easing rate‑hike fears and progress toward a ceasefire. He notes recent tech and semiconductor gains appear driven more by sentiment and liquidity than new fundamentals. In software, Morningstar favors high‑switching‑cost names like SAP (SAP), while gold's role as a hedge has weakened as risk assets continue to climb.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Brand Called You
Cyclical Time, Ancient Wisdom, and the Vedas: Ajay Chaturvedi, Author & Founder of Harva XPO

The Brand Called You

Play Episode Listen Later Apr 22, 2026 41:25


Join us for a thought-provoking conversation on TBCY with Ajay Chaturvedi—author and deep thinker—as he explores the mysteries and significance of time through the lens of ancient Indian scriptures.Ajay, Founder of Harva XPO and a globally recognized leader, explains why time is cyclical—not linear—and what this means for human progress, personal growth, and our connection to nature. Discover how festivals, rituals, and traditional calendars are not just cultural practices but tools for aligning with cosmic rhythms.He also shares practical wisdom for today's youth, insights into the Panchanga, and timeless lessons from the Vedas on living meaningfully in the modern world.

Emergence Magazine Podcast
The Scaffolding of Life: Cyclical Structures of a Forest — A Conversation with Suzanne Simard

Emergence Magazine Podcast

Play Episode Listen Later Apr 21, 2026 58:23


How can we put our emerging knowledge around forest systems into practice? In this episode, renowned forest ecologist Suzanne Simard returns to the podcast to talk about her latest book, When the Forest Breathes, and her decades-long Mother Tree Project, which integrates Western science and Traditional Ecological Knowledge to reshape our forest harvesting methods in ways that protect the integrity of both their ecosystems and our climate futures. As she shares her team's landmark findings on what Mother Trees are telling us about generational resilience, Suzanne challenges us to begin working with the intelligence of the forest. Read the transcript. Photo by Bill Heath

Tej School
162. A conversation on feminine creativity, myth, magic and cyclical wisdom and how it supports women business owners with Artist Claire Lefebvre

Tej School

Play Episode Listen Later Mar 9, 2026 43:15


ResourcesWork with Claire:https://clairelefebvre.com.au/https://www.instagram.com/claire_lefebvre_/https://www.tiktok.com/@claire_lefebvre__Cycle syncing for business – get our free plannerRepurpose Ai: Streamline your content creation and repurpose effortlessly with ⁠Repurpose Ai⁠.Later Content Scheduling: Simplify your social media strategy with ⁠Later⁠.Flodesk: Elevate your email marketing with Flodesk – get 50% off your first year using ⁠this link⁠.Other Resources:Submit a question to be featured on the podcast and receive live coaching! Send a voice note or fill out the⁠ question form⁠.Where To Find Us:Instagram:⁠ @sigma.wmn⁠TikTok:⁠ @sigma.wmn⁠Newsletter:⁠ Subscribe here⁠Threads:⁠ @sigma.wmn⁠In this rich and expansive conversation, I sit down with Artist, Yoga Teacher and creative business owner Claire Lefebvre to explore feminine creativity, myth, magic, mysticism and cyclical wisdom, and how these elements deeply support women business owners.If you have ever felt disconnected from your creativity, over-functioning in your business, or stuck in productivity without potency, this episode will feel like a remembering. We discuss why honouring your natural rhythms, nervous system and creative essence is not indulgent, but foundational to sustainable business growth.Claire shares how myth, talismanic artworks, symbolism and ritual shape her art practice, and how creativity, intuition and feminine energy are directly connected to expansion in business. This conversation bridges art, spirituality, somatic awareness and practical business support, reminding you that you are not separate from your work. Your creativity is your life force, and when honoured properly, it strengthens both your art and your income.Tune in to hear:Why devotion and creative attunement matter more than constant output for sustainable success.How perfectionism and external validation disconnect you from your most potent creative work.The connection between cyclical living, reproductive health, feminine energy and aligned business growth.How myth, talismans and symbolism shape Claire's art practice and influence branding and visual language.Find the Complete Show Notes Here → ⁠https://sigmawmn.com/podcast⁠In This Episode, You'll Learn:Why prioritising creativity is essential for feeling alive, whole and aligned as a woman and business owner.How potency, space and nervous system regulation create deeper artistic and commercial success.The role of myth, magic and mysticism in strengthening intuition and artistic identity.How cyclical wisdom and structured containers support both feminine spaciousness and practical business growth.Themes & Time Stamps:0:00 Introduction: Claire Lefebvre – Artist, Yoga Teacher and Creative Business Owner.0:45 Devotion as a Core Value: Creative Attunement Over Constant Output.6:08 Potency Over Productivity: Space, Action and Balance.10:03 What is a Talisman? Art as Protective and Meaningful Objects.13:17 Sigils and Symbolism: Visual Language in Art and Branding.22:46 The Wild Feminine: Reproductive Health and Creative Energy.30:51 Experiencing Art in Person: Presence and Embodiment.32:12 Stop Earning Your Creativity: Myth and Self-Abandonment.34:40 Sustainable Business Training for Artists.39:00 Protecting Your Energy and Attention for Creative Focus.

Creating Wealth Real Estate Investing with Jason Hartman
2389: Co-Living Real Estate and the Rent-to-Value Ratio: How to Generate $7,200 Monthly from a Single-Family Home | Q & A Rebel Capitalist

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Feb 11, 2026 35:36


Jason joins Gene Morris of Rebel Capitalist for a Q&A session. He discusses the shifting landscape of the property market under a new political administration, predicting a significant rise in sales volume. He advocates for income property over speculative assets like Bitcoin, highlighting the unique "multi-dimensional" returns and tax benefits found in real estate. Jason introduces his "inflation-induced debt destruction" strategy, explaining how fixed-rate mortgages allow investors to pay back loans with devalued currency during inflationary periods. He further categorizes locations into linear, cyclical, and hybrid markets, advising investors to prioritize boring, stable areas with favorable landlord laws. The conversation also explores emerging trends like co-living properties and the advantages of the United States market compared to international options. https://www.jasonhartman.com/properties/   #RealEstateInvesting #TurnkeyRealEstate #IncomeProperty #InflationInducedDebtDestruction #MortgageLockInEffect #RentToValueRatio #LinearMarkets #CoLiving #RealEstateROI #PropertyManagement #HousingMarket #WealthBuilding #MarketAnalysis #LandlordFriendly #InflationHedge  #RealEstateStrategy #FinancialFreedom #UnitedStatesOfFraud #CashFlowIsKing #MultiDimensionalWealth #PropertyTracker #NorthwestIndianaRealEstate #ArbitrageOpportunity #FedPolicy #HousingSupply #AssetProtection #SpeculationVsInvestment   Key Takeaways: 0:00 A quick update on the economy and housing 4:33 Housing supply and the multi-dimensional characteristics of income property 6:52 Bad business and the lock-in effect 9:03 Less 3% mortgage and a house in Illinois 11:53 Cyclical, linear and hybrid markets and the amazing opportunities for CO-LIVING 15:56 Pro Formas, Cashflow vs. Rent-To-Value ratio and IIDD 24:31 Due diligence must-have checklist 28:16 USA vs. overseas housing investments 28:44 New requirements for seller financing 30:27 Don't be so dogmatic- Steve Jobs 33:39 https://propertytracker.com/       Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

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The John Batchelor Show
S8 Ep383: Anne Stevenson-Yang characterizes China's history as a cyclical pattern of rising and crashing expectations, where eras of opening to the West—such as the 1890s and 1979—are inevitably followed by severe closures. She suggests that the curr

The John Batchelor Show

Play Episode Listen Later Jan 28, 2026 1:03


Anne Stevenson-Yang characterizes China's history as a cyclical pattern of rising and crashing expectations, where eras of opening to the West—such as the 1890s and 1979—are inevitably followed by severe closures. She suggests that the current era represents another downturn in this cycle, where the excitement and prospects previously celebrated by the international community are now being "smashed back down" as the country closes itself off again.1783