Podcasts about cyclical

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.

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!

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

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

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."

Canada's ETF market isn't just growing — it's being structurally rewired, and Ron Landry has a front-row seat to where every dollar is flowing and why.Pierre Daillie sits down with Ronald Landry, Vice President and Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, for a wide-ranging look at the forces driving Canada's historic ETF surge. With nearly $95 billion in net flows through May 2026 — 57% ahead of last year's run rate — Ron unpacks why this isn't a cyclical wave but a structural shift in how Canadians save, invest, and expect to be served. From the rise of income-generating ETFs and single-stock strategies to tokenization, TCR disclosure, and the regulatory cost burden quietly falling on investors, this conversation delivers the institutional vantage point advisors rarely access. Ron and Pierre also tackle what it really takes for a new ETF to survive, why advisor-guided portfolios outperform DIY by 3.6x, and what the next phase of Canadian ETF product formation looks like as active management quietly takes over the flow story.⏱ Chapters[00:00:00] — Introduction: Pierre sets the stage on Canada's surging ETF flows and welcomes Ron Landry of CIBC Mellon [00:02:00] — $95B and counting: Ron breaks down the staggering 2026 YTD flow numbers and what's driving the pace [00:03:30] — Mutual fund managers come knocking: Why traditional fund firms are now asking about ETF series [00:05:00] — Geography of flows: Rotation from US equities into Canadian, emerging markets, and international mandates [00:07:30] — Product formation trends: Single-stock ETFs, covered calls, high-frequency distributions, and the income yield wave [00:09:00] — The 86% rule: Why the top 10 issuers still capture the lion's share of new assets [00:10:00] — All-in-one ETFs: iShares, Vanguard, and BMO dominate the asset allocation category [00:13:00] — Macro disconnect: Why flows keep surging despite inflation, tariffs, and geopolitical risk [00:14:00] — ETF pipeline signals: Crypto and digital assets, tokenization workshops, and what the CSA is watching [00:18:00] — TCR (Total Cost Reporting): What advisors need to know before January 2027 statements land [00:23:00] — The covered call psychology: Instant income, generational behaviour, and the bear market stress test [00:28:00] — The advisor value case: Portfolio growth 3.6x higher with professional guidance — know your product [00:30:00] — ETF survival signals: First-mover advantage, the three-year rule, and when to pull the plug [00:36:00] — Regulatory cost creep: Filing fee increases, the Emerge warning, and how costs ultimately reach investors [00:43:00] — The road ahead: Active ETFs, advisor positioning, and what the next phase of Canadian ETF evolution demands #CanadianETF #ETFInvesting #InsightIsCapital #WealthManagement #FinancialAdvisor #ETFCanada #CoveredCallETF #ActiveETF #InvestmentFunds #CIBCMellon #CanadianInvesting #ETFFlows #TotalCostReporting #PortfolioManagement #FinancialPlanning #DIYInvesting #Incomeinvesting #ETFIndustry #CanadianFinance #AdvisorAlyst

* 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.

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

Save Family Farming's Dillon Honcoop says the state of Washington has created an environment for agriculture that is ALWAYS challenging!

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:

In this episode, Serena sits down with Sabine Hutchison — CEO and co-founder of Seuss Plus, author of Beyond the Ladder, host of Cut the Chat Life Science Insider podcast and Be the Ripple podcast, and founder of the Ripple Network.Known as the ‘Queen of Reinvention', Sabine shares how she has reshaped her life and career again and again — from chemistry graduate and hazardous waste specialist, to world-touring team member for David Copperfield, to biotech and life sciences leader, published author, and ecosystem builder.Through candid examples, Sabine reminds us that reinvention doesn't always arrive with fireworks — often it's quiet, intuitive, deliberate, and built on patience, values, and inner listening.What we talked about✔️ Reinvention as a series of small, intuitive steps — not one dramatic leap✔️ Parking your education, identity, or expertise without losing it✔️ Blurriness vs clarity — and why both belong in every journey✔️ Sitting with uncertainty instead of forcing change✔️ Nervousness, self-awareness, and what our body tells us✔️ Cyclical energy, perimenopause, and why women must speak about it✔️ Networking as nourishment, not obligation✔️ How women can build values-aligned, sustainable careersKey Insights & Gentle Reminders» You don't need every step mapped out — trust the blur» Clarity can come from knowing your values, not your job title» Your degree or past roles are not wasted — you can return to them any time» Confidence grows through preparation, tuning in, and practice» Your energy ebbs and flows — honour your season» Reinvention is available at any age, stage, or chapterAbout Sabine's Book – Beyond the LadderSabine's book invites women to rethink outdated career narratives and build careers aligned with purpose, health, seasonality, and personal strength.Featuring tools, reflections, and stories from 36 diverse women, it's part guidebook, part inspiration, and deeply practical.Connect with Sabine HutchisonWebsiteLinkedInThe Ripple NetworkCut the Chat Life Science Insider PodcastBe the Ripple PodcastBeyond the Ladder Invitation to work with Serena The Quiet Warrior CoachIf you're ready to be visible in the workplace without performing extroversion, book a S.E.E.N. diagnostic session with Serena at info@serenalow.com.au.This episode was edited by Aura House Productions

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/

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

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.

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

Premenstrual Dysphoric Disorder (PMDD) has long been dismissed, misdiagnosed, and misunderstood. For a long time, we thought PMDD was just a heigthened version of PMS and was simply another consequence of hormonal imbalances associated with a woman's menstrual cycle. But neuroscience is finally catching up! In this episode, we unpack what's actually happening in the brain during PMDD, from hormone sensitivity to shifts in mood and cognition. We also discuss how perceptions of PMDD have evolved over time, from stigma and skepticism to growing clinical recognition. Authors: Golnar Taheri, Eve Racette Email: thinktwicepodcast@outlook.com Instagram: @thinktwice_podcast LinkedIN: Think Twice Podcast Patreon: https://www.patreon.com/ThinkTwicePodcast Disclaimer: Think Twice is a podcast for general information and entertainment purposes only. The content discussed in the episodes does not reflect the views of the podcast committee members or any institution they are affiliated with. The use of the information presented in this podcast is at the user's own risk and is not intended to replace professional healthcare services.

Save Family Farming's Dillon Honcoop says the state of Washington has created an environment for farmers that is ALWAYS challenging.

Defence stocks explained: ETFs, cyclical risks, and ethical investing | Friends With Money In this week's Friends With Money, editor-in-chief Michelle Baltazar speaks with Alex Jamieson of Jamieson Private Wealth about why defence shares have rallied amid widening Middle East conflict, disrupted shipping lanes, and higher oil prices.Jamieson explains how “defence” now spans drones, robotics, AI, cybersecurity, and software, and argues rising geopolitical risk and NATO catch-up spending make it a longer-term structural theme, though stocks can be cyclical and require active rebalancing and profit-taking.01:30 What counts as defence stocks02:22 Why defence stocks are rallying04:02 Do you already have exposure05:46 Cyclical stocks and profit-taking07:49 Fear trade or structural trend?09:58 Defence ETFs to consider11:53 Stock spotlight: DroneShield13:21 Ethics of defence investingPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: podcast@moneymag.com.auGet stories like this in our newsletter: bit.ly/3GDirbR

ADHD IS... | Meditation and Why It Doesn't Work for Everyone and That's OK! Welcome to The ADHD Is... Podcast with ADHD mentor Linda Monahan In this episode we're talking about ADHD, meditation, habits and energy cycles and why the traditional advice around mindfulness and daily routines doesn't always work for ADHD brains. Let's be honest Not every ADHD person can sit still and meditate. And that's okay. In this episode I share • Why meditation doesn't work for everyone with ADHD • Why movement can be meditation for ADHD brains • Understanding ADHD energy cycles and menstruation cycles • Why habits should be flexible for neurodivergent entrepreneurs • How to reduce decision fatigue in ADHD business owners • The importance of tracking habits for ADHD success We also talk about something rarely discussed Circadian vs Cyclical energy rhythms and how people who menstruate often experience 28-day energy cycles rather than 24-hour productivity cycles. Understanding this can completely change how you • build habits • structure your business • manage energy • avoid burnout Instead of forcing rigid routines ADHD entrepreneurs thrive when they create flexible systems that work with their brain. If you struggle with - ADHD burnout - inconsistent habits - productivity guilt - entrepreneur overwhelm This episode will help you rethink how you approach your routines. ADHD Habit Tracker https://thehabitboss.com/the-adhd-habit-tracker Habits & Hormones Energy Boosting Pack https://thehabitboss.myflodesk.com/habitsandhormones About Linda Linda Monahan is an ADHD mentor, entrepreneur and habit strategist helping ADHD business owners create systems that reduce overwhelm and increase consistency.   Subscribe for more episodes about ADHD habits ADHD entrepreneurship ADHD women ADHD productivity Neurodivergent business systems #ADHD #ADHDwomen #ADHDentrepreneur #ADHDhabits #ADHDproductivity #NeurodivergentEntrepreneur #ADHDcoach #ADHDpodcast #ADHDmotivation #WomenWithADHD #ADHDmindset #ADHDsystems   ⬇️ LINKS & RESOURCES The ADHD Energy Habit Tracker Align your habits with your energy not the other way around! If you're an ADHD entrepreneur tired of chaos and burnout, this is for you. The Calm Business Method shows you how to create simple systems and habits that support your energy, focus and growth without forcing yourself into rigid routines. The Calm Business Method

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.

Discover how to spot undervalued stocks like Nabors Industries NYQ:NRB using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Today on the Weekend Watchlist we're looking at Nabors Industries (NYQ: NBR), one of the world's largest land‑based drilling contractors. It's a classic QAV‑style business: cyclical, capital‑intensive, shaped by oil prices — and currently screening very cheaply on cashflow and book value.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or QAV America Light for simple buy/sell signals. Start your 14-day free trial by clicking this link. Subscribe to this channel for more stock picking tips, value investing strategies, and market-beating ideas.Australian and investing in the ASX and ready to go beyond ETFs, learn from the master - Tony Kynaston's QUALITY AT VALUE. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link. for Australians or those wanting to invest in Australian stocks.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Discover how to spot undervalued stocks like Nabors Industries NYQ:NRB using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Today on the Weekend Watchlist we're looking at Nabors Industries (NYQ: NBR), one of the world's largest land‑based drilling contractors. It's a classic QAV‑style business: cyclical, capital‑intensive, shaped by oil prices — and currently screening very cheaply on cashflow and book value.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or QAV America Light for simple buy/sell signals. Start your 14-day free trial by clicking this link. Subscribe to this channel for more stock picking tips, value investing strategies, and market-beating ideas.Australian and investing in the ASX and ready to go beyond ETFs, learn from the master - Tony Kynaston's QUALITY AT VALUE. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link. for Australians or those wanting to invest in Australian stocks.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Emerging market fixed income is off to another strong start in 2026, with scope for further upside as long as the dollar cooperates and cross-asset volatility remains low. Christian Lawrence, chief cross-asset strategist at Cooperative Rabobank, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed income strategist, to discuss investor positioning, currency hedging and event risk. They discuss drivers of institutional demand, including yield differentials, terms of trade, artificial intelligence and geopolitical developments.

George Terry built a LinkedIn ads agency by doing what he preaches: posting consistently, building a personal brand, and measuring ROI by channel. We help B2B companies build the same kind of owned media system.  If you run a service business and want to know what a LinkedIn-first pipeline actually looks like in practice, this episode is it. Host Jason Bradwell sits down with George Terry, Co-Founder of Winbox, a LinkedIn ads agency working with 50+ B2B brands, to unpack how they've built a system where personal brands drive more pipeline than any other channel. George's core point is clear: nobody goes on LinkedIn to hang out with brands. Everyone's there to hang out with people. Brands are boring. Personal profiles are the best distribution channel on LinkedIn right now, and the challenge is finding people in your company who are willing to get out there and back the business. Winbox segments pipeline into referrals, inbound, and events. Referrals close fastest but can't be your only channel. Events generate volume at the top of funnel but deals are smaller. Inbound from marketing, meaning people who sought them out because they trust the brand, generates the largest deal sizes by far. Why? Because buyers coming to you with trust come with bigger budgets. The move upmarket changed everything. When Winbox decided to stop working with small budgets and target companies spending £10k a month or more on LinkedIn ads, their market shrank dramatically. That forced a shift to an account-based approach: a defined list of 2,500 companies across UK and Europe, and everything; ads, content, targeting, focused exclusively on that list. The metric they obsess over is market saturation: reaching 50 to 80% of that list four to eight times a month. Hit that and you're influencing decision-making when buyers enter a cycle. Miss it and your marketing may as well not exist. The content system behind this is simpler than it sounds. George spends two hours a week on content creation, records voice notes on walks to capture ideas, and polishes them up on Monday mornings. Five days a week posting, a monthly video podcast, 40 LinkedIn posts, eight video shorts, four newsletters, a webinar, and a quarterly event. The machine behind it does the heavy lifting but the principle is the same for anyone starting out: done is better than perfect. Post the rubbish. Get the reps in. The five-year journey started with two likes. Chapter Markers 00:00 - Introduction: George Terry and Winbox  01:00 - From content business to LinkedIn ads agency 02:00 - How Winbox acquires clients today  03:00 - From personal networks to personal brands  05:00 - Pipeline breakdown: referrals, inbound, events  06:00 - Why inbound generates the largest deal sizes  08:00 - Multi-channel attribution and why black and white thinking fails  10:00 - Three or four channels done well beats eight done badly  11:00 - Starting over: invest earlier and move upmarket sooner  13:00 - Shifting to account-based marketing with a defined company list  14:00 - Market saturation: 50 to 80% reach, four to eight times monthly  15:00 - Cyclical buying patterns and summer brand-building  17:00 - Personal brands vs brand accounts on LinkedIn  18:00 - Why people buy agencies because of people, not logos  19:00 - Content mix: formats, frequency, and community engagement  20:00 - The weekly content system: two hours, voice notes, Monday polish  21:00 - Done is better than perfect: posting, reps, and consistency  26:00 - ICP clarity as the non-negotiable from day one Useful Links Connect with Jason Bradwell on LinkedIn Connect with George Terry on LinkedIn Visit Winbox Check out LinkedIn Ads Insider on YouTube, Apple Podcast, and iHeart Explore B2B Better website and the Pipe Dream podcast

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

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

Today we had the exciting opportunity to host Bill Anderson, Senior Managing Director at Evercore and Global Head of the firm's Activism/Raid Defense team and Strategic M&A Advisory practice. Bill is a pioneer in activism defense and has advised more than 500 companies facing activists or strategic raids, including many of the largest proxy fights and defense situations of the past two decades. Prior to joining Evercore in 2016, Bill spent more than 15 years at Goldman Sachs as an M&A partner and leader of its defense team. Earlier in his career, he was an M&A attorney at Simpson Thatcher & Bartlett, clerked on the Second Circuit of the U.S. Court of Appeals, worked as a CPA at Coopers & Lybrand, and served as a Captain in the U.S. Army Reserves. It was our pleasure to hear Bill's perspectives on the latest M&A activity, activism and hostile preparedness, board composition and alignment, and the evolving dynamics between companies, shareholders, and capital markets. In our conversation, we explore Bill's career path from classic M&A work into defense and special committees as markets changed, and how activism became a major driver of M&A. Bill shares his top takeaways from 2025 activity, noting the wide range of deal types and attributing the acceleration in deal flow to greater antitrust optimism, liquid financing, and strong buyer stock performance. We discuss why activism has become a core risk-management issue for public companies, how activists can build positions via derivatives and broker-dealer exposure with limited disclosure (and why 13F filings can be an important early-warning signal), and how shareholder bases have evolved with index funds now a dominant ownership block alongside the continued influence of ISS and Glass Lewis. We cover the difficulty of mobilizing retail votes and related regulatory/state-law considerations, the deal approval environment under Trump versus Biden (including CFIUS as a wildcard), why companies are more careful describing synergies, the impact of universal proxy, and the importance of diversity, tenure, and sector expertise in board refreshment. We touch on the drivers of positive acquirer stock reactions, how companies communicate value at deal announcement, activist dynamics in M&A and when activism becomes contentious, the importance of board alignment and cohesion, increased spin-off activity, and much more. We ended by asking Bill for his thoughts on how companies can attract long-only capital. Throughout the discussion, we reference several elements of Evercore's “2025 Year in Review Report.” It was a fascinating discussion and we appreciate Bill for sharing his time and insights. Mike Bradley kicked us off by noting that the 10-year U.S. bond yield plunged this week following an unexpectedly soft December Retail Sales report. Bond volatility could remain elevated with January CPI set for release on Friday. On the crude oil market front, WTI price appears to have temporarily settled into a $60-$65/bbl trading range, given there have been no major new geopolitical surprises over the past week. In natural gas, prompt natural gas price has completely roundtripped since the Arctic blast started and is now trading back at ~$3.15/MMBtu. U.S. gas storage is back near normal levels (around the 5-year average) and winter weather from here through the end of withdrawal season will determine how constructive the setup is for summer gas price. On the broader equity market front, the DJIA has been one of the real winners this past week (up ~2.5-3.0%), especially versus the S&P 500 (up ~0.5%). Cyclical sectors (Energy, Industrials, and Materials) continue to be the market leaders, while Tech/Telecom continue to lag. In energy equities, most large-caps (Oil Majors, Oil Services, and Refiners) have already reported Q4 results, and the next few weeks will be dominated by E&Ps reporting. E&P commentary will likely be do

Investors are rotating out of large-cap growth as cyclical sectors gain momentum. Todd Sohn points to strong inflows into industrials, materials, and energy ETFs, along with renewed interest in small caps after heavy outflows, while noting that Japanese equities remain an underappreciated contrarian opportunity. Sohn also discusses volatility in metals and digital assets, including the iShares Gold Strategy ETF (IAUF), as ways to manage risk in gold and Bitcoin.======== 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

Cyclicals vs. Tech: Positioning for broadening growth Mark Cabana and Savita Subramanian discuss whether there's evidence of a cyclical upswing in economic data, and the extent to which that's impacting companies and stocks. They also delve into whether such improvement is even as positive as it would seem given it could result in higher long rates and a Fed that's less able to cut. It's important to note that our economics team expects more cuts from the Fed this year so an environment of no cuts is not our base case but it's useful to discuss the possibility. Mark explains the important role that productivity plays and how it can alleviate much of this rate risk. A combination of better growth and productivity improvements could be quite positive for certain parts of the market too and Savita offers why she doesn't think improvement is fully priced into the sectors and stocks that would benefit. We also discuss another potential risk to rates-US dollar weakness and whether Mark sees any evidence of de-dollarization that could lead to a treasury selloff.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Andrew Kurzrok connected with his seller over his manufacturing background, leading to a successful deal and transition.Topics in Andrew's interview:Background in science and national labsSpending all his time traveling for workWanting to stop traveling when his son was bornStudying management at YaleGaining management experience before searchingMaking a “no” listSuccess with cold calling business ownersPutting down 25% equityRegional moat of sheet metalHis “crawl, walk, run” approach to operationsReferences and how to contact Andrew:LinkedInHopewell Sheet Metal ManufacturingHeather Endresen's working capital webinar: Working Capital for SMB AcquisitionsGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Ep #102: Getting Dressed Is Identity Work How Personal Style Opens Doors with Stylist KylaSummary of the episodeEver had a full-blown meltdown trying to figure out what to wear? Personal stylist Kyla gets it—and she's here to tell you that your closet struggles go way deeper than just "not having the right clothes." In this episode, we're diving into the psychology of personal style, why taking your image seriously is actually a power move (not vanity), and how getting dressed every single day is identity work in disguise.Kyla shares her journey from tech career to personal styling, breaks down why smart women absolutely DO care about their appearance, and explains how your closet might be signaling things about you that you didn't even realize. We talk about the "sexy Trinity," why you should only shop four times a year (yes, really), and how showing up ready to be seen has opened doors Kyla never expected. If you've ever felt invisible, stuck in leggings, or like your wardrobe doesn't match who you're becoming, this conversation is for you.What we're getting intoWhy correcting people on your name is actually about claiming your presence (and how Kyla turned it into a whole brand)The connection between personal style and leadership—and why the "charismatic guy" gets ahead while brilliant women stay in the backgroundHow your closet reveals your mental state (spoiler: if it's cluttered, your mind probably is too)The three S's of feeling sexy: skin, support, and subject (aka the sexy Trinity)Why you should NEVER shop more than four times a yearThe difference between transactional styling and transformational stylingHow to build a mix-and-matchable wardrobe that actually serves youWhy talent isn't enough—and how Kyla's style helped her land opportunities she never saw comingThe real reason you have a closet full of clothes but "nothing to wear"Chapters: • 00:18 - Introducing Kyla: A New Perspective on Fashion• 06:01 - The Journey of Identity and Image• 19:12 - The Psychology of Personal Style• 28:27 - Understanding Consumerism and Personal Style• 45:11 - The Power of Style and PresenceThings We MentionedKyla's Closet Essentials Checklist - $2 resource with styling lesson (available at kylanotkayla.com)Master Class on Feeling Sexy - Kyla's course on the three S's of sexy styleThe Sexy Trinity: Skin, Support, SubjectCapsule Wardrobe concept - Cyclical seasonal approach to your closetFashion Psychology - The real psychological impact of what you wear

On this week's episode of Gent's Talk, supported by Bulova Canada, Women's health educator Miranda Popen, known for translating menstrual science into practical guidance, discusses how women function entirely differently than men. The video highlights the challenge women face when trying to keep up with the male 24-hour clock, which can negatively affect their brains, relationships, hormones, performance, productivity, and health.Key topics include:- The idea that the menstrual cycle is seen as an "excuse" in society.- The menstrual cycle as a four-week-long cycle with phases that act and respond in different ways.- How the "mood swings" that women are often blamed for are often due to issues with cortisol, insulin, progesterone, or the immune system.- The importance of understanding ovulation, which Popen argues should make the cycle be called the "ovulatory cycle," as it determines how the period experience goes.- What men can do to support the women in their lives, starting with understanding their partner's needs.- The role of nutrition in hormonal health, particularly the impact of inflammation and the importance of protein.- The downstream effects of not fixing hormonal issues in one's 20s and 30s, which can lead to symptoms in perimenopause and menopause.- The impact of stress and overstimulation on the menstrual cycle.- Addressing the ego and pride that often prevent men from understanding and supporting women's hormones.

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

In this episode of Nephilim Death Squad, David “The Raven” Corbo and Top Lobsta are joined by Brad Lail (The Awaken Podcast) for a wide-ranging deep dive into disclosure, plasma phenomena, solar cycles, cataclysms, and the intersection of science, spirituality, and biblical cosmology.Brad brings a research-driven perspective that bridges modern physics with ancient texts, exploring how plasma, magnetism, solar maximum events, and cyclical catastrophes may explain UFO/UAP sightings, demonic lore, and end-times narratives found in Scripture and extra-biblical texts like the Book of Enoch.Topics covered include:Plasma, plasmoids, and non-human intelligenceSolar cycles, solar maximum, and global cataclysmsPolar shifts, the Carrington Event, and EMP-like effectsDisclosure narratives and advanced technologyDark matter, antimatter, and metaphysical physicsBiblical cosmology, Genesis, and the Book of EnochWhy science and spirituality may be describing the same realityThis is not surface-level speculation.This episode connects physics, prophecy, and pattern recognition into a single framework that challenges both materialism and modern theology.

Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. Such became the re-allocation away from them and the magnetism of the US & its technology companies, that as recently as the end of 2024, Emerging Markets were at a 50 year low, relative to the S&P 500. With some improved relative performance, it may be asked if this is a flicker, or are we at the foothills of a bigger reallocation? East Capital's CEO, Peter Håkansson, discusses the opportunities, the lessons drawn from researching them for 3 decades, and what the drop in EM Government bond yields might be signalling. He explains why no central heating might indicate corporate failure ahead, which fundamentals matter, and why they prefer to take their bets in company position sizing, rather than in the country weights. He also discusses Frontier markets, the impact of foreign exchange and as a music lover he is, “reasons to be cheerful!” (Ian Dury & the Blockheads)The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube 

How do we stay grounded while trying to change the world? In this episode, Nkem Ndefo shares how trauma-informed principles can reshape leadership, activism, and systems of care - helping us move from burnout to sustainability, and from reactivity to regulation. We talk about what it means to stay grounded while advocating for justice, and how nervous system awareness can guide us toward compassion-based, sustainable change.✨ Because when we learn to heal ourselves, we create space for everyone to heal right along with us.

It's mid-January and you might be feeling like you should be hustling hard on those New Year goals—but what if your body is telling you something different? In this episode, I'm sharing why traditional January planning might be setting you up for burnout and how to plan your entire year in a way that honors BOTH the environmental seasons around you and your menstrual cycle within you. I'm getting real about my cement-shoes-in-a-5km-race moments, my Black Friday launch disaster, and how planning cyclically transformed my business and life. If you've ever felt exhausted trying to keep up with everyone else's timeline, this episode is your permission slip to create your own rhythm.In this episode we explore:Why January 1st isn't actually your new year (hint: Spring Equinox is where the magic happens)How to plan with the four environmental seasons—winter for rest and reflection, spring for initiation, summer for connection, and fall for refinementThe power of layering your menstrual cycle phases with the calendar year to plan according to your actual energyMy real story of trying to sell during my period on Black Friday (spoiler: it flopped) and why marketing strategies don't work when you're swimming upstream against your bodySimple practices to start honoring your cycles instead of fighting themResources:1:1 Cyclical Planning Coaching Session with Me - book your free Hormone Clarity Call to get started.Join my Hormone Unfiltered NewsletterAbout KateKate Nguy is the founder of Shee Revival and a Certified Hormone Health Practitioner and Cycle-Syncing Strategist who helps busy women in their 30s and 40s balance their hormones and reclaim their energy. Specializing in the hormonal ups and downs of midlife—from PMS and perimenopause to burnout and cortisol overload—Kate guides women to feel at home in their bodies and live in sync with their natural cycles. Through cycle syncing, hormone hacks, and nervous system regulation, Kate empowers women to rebalance their hormones, reconnect to their bodies, and revive the vibrant, grounded version of themselves underneath the overwhelm.Tune in now and join the movement toward better hormone health!Follow me @hormoneswithkate on Instagram for more insights, tips, and support!

In this episode, We discuss how, following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.  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

If there's a word that defines our age, it's more. More upgrades. More comforts. More square footage. Yet somehow—with so much more—many of us feel less content than ever. That's because contentment doesn't come from what's next. It's shaped in the heart, right where we are.Scripture teaches that contentment isn't accidental. It's learned.We all feel the pull toward “just a little more”—the next promotion, purchase, milestone, or change that will finally make life feel settled. But that longing is as old as humanity. Ecclesiastes tells us that King Solomon denied himself nothing his eyes desired, yet concluded it was all meaningless, “a chasing after the wind.” Even the wealthiest man in the ancient world discovered that satisfaction cannot be bought or accumulated. It slips through our fingers as soon as we reach for it.Paul understood this, too. In Philippians 4:11, he writes, “I have learned in whatever situation I am to be content.” Notice the word learned. Contentment isn't natural. It doesn't come from ideal circumstances—it's cultivated through walking with Christ. And Paul goes further: “I can do all things through Christ who strengthens me” (Phil. 4:13). That verse isn't about conquering goals or peak performance. It's about persevering with trust. Paul wrote those words from prison, not from success. He was saying: Christ gives me strength to rest, trust, and be content whether I have plenty or very little.Contentment is ultimately the fruit of a relationship with Jesus. It's not found in having everything, but in knowing the One who is everything.Psalm 23 opens with a radical declaration: “The Lord is my shepherd; I have all that I need.” Contentment begins with identity—we are His sheep, under His care, sustained within His provision. Hebrews 13:5 adds, “Be content with what you have, for He has said, ‘I will never leave you nor forsake you.'” The root of contentment is God's presence, not possessions. If He is with us, we are never without what we truly need.But Scripture also points to a practical engine that drives contentment: gratitude. Wherever gratitude grows, contentment thrives. Gratitude redirects the heart from craving what's next to recognizing what God has already given. When we leave everything in God's hands, we begin seeing God's hand in everything.Learning contentment can be as simple as cultivating gratitude—writing down three blessings each morning, pausing to thank God before buying something new, naming provisions out loud to our spouse or kids, or turning off the endless scroll that fuels comparison. Contentment isn't a destination. It's a daily path surrendered to Jesus.In a world whispering “more,” Jesus invites us to rest and say, I have enough because He is enough. That's true contentment—and it's available to every believer who trusts the Shepherd who never leaves and never forsakes.———————————————————————————————————————This subject is foundational to Our Ultimate Treasure, our new 21-day devotional designed to guide believers toward faithful stewardship and deeper contentment in Christ. It will be released next month, but in a few weeks, FaithFi Partners will receive digital access within the FaithFi app. Partners support the ministry at $35/month or $400/year and receive resources like our Faithful Steward magazine, premium app access, and future studies and devotionals. Learn more at FaithFi.com/Partner.On Today's Program, Rob Answers Listener Questions:My wife and I are 62 and plan to retire at 65. Our home and cars are paid off, and we have about $100,000 in liquid cash and over $1 million in IRAs—roughly $300,000 in Roth IRAs and the rest in traditional accounts. Everything is invested in moderate-risk mutual funds, and we're about 92% in equities with no bond exposure. With markets at record highs and volatility at elevated levels, how concerned should we be about a correction? Should we diversify into bonds or just move to a more conservative allocation given our age?I bought my home six months ago, and the bank offered free fees if I refinanced within the first two years. Now that rates are starting to drop, how much does the rate need to fall before it actually makes sense for me to refinance?I have about $50,000 in debt and want to start saving, but I haven't managed my money well and have been living beyond my means. Now I really want to honor God with what I have. Should I put everything toward paying off the debt using the snowball method, or should I try to save for the future at the same time?I recently filed an insurance claim for a new roof, and my homeowners' insurance premium will increase by $163 per month. I wasn't notified until the bill arrived, and I don't have the extra funds right now. Do I have any recourse, or what should I do other than look for another insurance company?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Christian Credit CounselorsA Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More by William P. BengenBulls and Bears, Cyclical and Secular (Article by Sound Mind Investing)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join us for a captivating conversation with Aleksander Czeszkiewicz, the remarkable Polish researcher and author who penned his groundbreaking first book at the astonishing age of just 17.In Déjà Vu: Has Everything Already Been?, Aleksander masterfully weaves together ancient myths — from the legendary Atlantis to parallel global flood stories — with enigmatic archaeological wonders like the pyramids and other megalithic structures that continue to baffle modern science.He boldly challenges the mainstream narrative of linear human progress, presenting compelling evidence for a cyclical view of history: advanced golden ages that rose and fell, wiped out by cataclysmic events at the end of the last Ice Age around 9,600 BCE.Drawing on interdisciplinary insights from mythology, folklore, archaeology, geology, and ancient texts, Aleksander explores provocative questions:- Were these monumental structures built using lost technologies or for purposes far beyond what conventional history admits?- Do global legends preserve real memories of a forgotten prehistoric civilization — one more sophisticated than we've been led to believe?- Is humanity caught in a profound pattern of rise, collapse, and rebirth?Prepare for a mind-expanding journey that uncovers hidden connections across continents, reinterprets the distant past, and invites you to question everything you thought you knew about human origins.Whether you're a longtime explorer of forbidden history or new to these mysteries, this episode delivers fresh perspectives, rigorous research, and that thrilling sense of déjà vu — as if we've been here before.Tune in now and discover why Aleksander's work is generating worldwide attention — and why the past may be more alive than we ever imagined!Book (US):https://www.amazon.com/dp/B0BGN8VZ3DBook (UK):https://www.amazon.co.uk/dp/B0BGN8VZ3Dhttps://www.czeszkiewiczglobal.comhttps://www.youtube.com/@czeszkiewiczglobalhttps://www.facebook.com/czeszkiewiczglobalWe are thrilled to announce the official launch of Let's Get Freaky merchandise! Our collection includes hoodies, t-shirts, mugs, stickers, and more. Explore the full range at http://tee.pub/lic/aQprv54kktw.Do you have a paranormal or extraordinary experience to share? We'd love to hear from you! Contact us to be a guest on the Let's Get Freaky podcast. Email us at letsgetfreakypodcast@mail.com or reach out via social media on Facebook, Instagram, X, TikTok, or YouTube at @tcletsgetfreakypodcast. Connect with us at https://linktr.ee/letsgetfreaky.

(Aloka Earth Room) Short Reflection & Guided Meditation | Earthworm Practice for the Anthropocene III | Online Wednesday-Morning

(Aloka Earth Room) Short Reflection & Guided Meditation | Earthworm Practice for the Anthropocene III | Online Wednesday-Morning

 "Stop reaching externally for answers because intuitively, if you really, really sit quietly with yourself and feel, you have all the answers for yourself." —Dr. Jennifer Haley   Our skin reacts long before we slow down enough to notice. Breakouts, inflammation, and chronic issues often point to patterns we normalize every day, from food choices to stress to environmental exposure. This conversation cuts through noise and shame and brings the focus back to what our bodies are already telling us. Dr. Jennifer Haley shares how her background in nutrition and dermatology reshaped the way she treats skin, not as an isolated problem but as part of a larger system connected to gut health, hormones, and the brain. Listen with an open mind and a grocery list nearby. Skin as a reflection of internal health Acne, rosacea, and the gut-skin-brain connection How food quality and blood sugar affect inflammation Dairy, processed foods, and hormone disruption The role of stress, cortisol, and nervous system balance Organic foods, pesticides, and everyday exposure Why moderation works better than restriction Cyclical health needs for women across life stages Trusting intuition over rigid wellness rules   Meet Jennifer:  Dr. Jennifer Haley is a board-certified dermatologist with nearly 22 years of experience and a strong background in nutrition. After earning her undergraduate degree in nutrition from Cornell University, she built her practice around a holistic approach to skin health, integrating nutrition and wellness into dermatological care. Dr. Haley is an advocate for education and patient empowerment. She is actively involved in developing AI platforms for dermatology, hosts her own podcast "Radiance Revealed," and shares insights into skin health and lifestyle. Dr. Haley is recognized for her commitment to helping patients take ownership of their health and for her passion in making expert dermatological care accessible to all. LinkedIn Instagram YouTube Podcast   Connect with NextGen Purpose: Website Facebook Instagram LinkedIn YouTube   Episode Highlights: 01:31 Hormone Disruptors: What's Causing Adult Acne? 04:20 Detox and Prevention Tips 08:26 Intuitive Eating: Listen to Your Body's Signals 13:14 SIBO, Rosacea, and Dermatology: Connecting the Dots 16:54 Optimal Mood Through Gut Wellness  21:30 Diet Cycles: Thriving at Every Age 24:15 Adapting Habits for Lifelong Health  

Dr. Dominic D'Agostino is a scientist and associate professor at the University of South Florida, internationally known for his research on ketosis, metabolic health, and human performance. His work explores the therapeutic and performance benefits of ketogenic diets, fasting, and metabolic therapies, including applications in cancer, neurological disorders, and extreme environments. Dr. D'Agostino has advised elite military units, NASA-affiliated research programs, and professional athletes. He is widely respected for translating cutting-edge metabolic science into practical strategies for health and resilience.In our conversation we discuss:(0:00) What is the ketogenic diet overview(2:52) How carbs versus keto affect the body(5:44) Why should someone try keto(9:45) Mental focus benefits of ketosis(14:48) Cyclical versus continuous ketogenic dieting(22:56) Keto fat intake and cardiovascular risk(32:40) Low-carb versus strict keto risks(37:35) Carnivore diet versus ketogenic diet(43:22) Ancestral eating and adding berries(48:11) Best timing for carbs on keto(52:35) How beginners should start keto(57:12) Managing keto flu and side effects(1:01:10) Ketosis effects on sleep quality(1:07:48) Melatonin use and long-term safety(1:13:02) Quality of life versus strict dieting(1:19:14) Where to learn more about keto researchWatch full episodes on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@seankim⁠⁠⁠⁠⁠⁠⁠Connect on IG: ⁠⁠⁠⁠⁠⁠https://instagram.com/heyseankim

Send Us a Message!The holidays can be a beautiful strain on the heart—full of memories, expectations, and a thousand quiet reminders of what's changed. We sit down to unpack conscious grieving with open hands: how to honor what hurts, make space for what heals, and choose traditions that actually support your nervous system. This isn't a tidy list of stages; it's a living practice that meets you where you are, whether you're grieving a loved one, a marriage, a job, or an old identity that no longer fits.In this episode, we explore:

After months away, Jonathan Hicken returns to Designing Tomorrow — and this time, we're recording from the brand new Seymour Studios at the Seymour Center in Santa Cruz.In this episode, Eric and Jonathan take a real look back at 2025: a year that felt like a grind but delivered surprising wins across the sector. They dig into what the data actually says about giving (spoiler: it's not all doom), why the story you tell yourself shapes your reality, what it means to actually invest in storytelling instead of just talking about it, and the personal lessons they're carrying into 2026.If you're ready to shed 2025 and enter the new year with big moves and big ideas, this one's for you.Notable Quotes"Those beliefs drive your actions, they drive your perception, they drive how you show up in real life, how you show up in your work." — Eric [28:51]"We just kept banging that drum. We kept banging that drum as long as things were working and we were moving in the same direction." — Jonathan [25:31]"Everyone says they want to do storytelling. You just don't see it in their investments. You don't see it in their energy. You don't see it in the dollars." — Eric [20:07]"Vulnerability and radical honesty — it's been a superpower. And it's something I want to carry into 2026." — Jonathan [31:16]"In my work, I'm seeing these huge wins from these growing nonprofit organizations, and it just gave me a lot of hope and kept me going." — Eric [10:00]Episode Highlights0:00 — Jonathan's Back: Welcome to Seymour Studios2:06 — Looking Back on 2025: What Went Well3:43 — The $350K House Party and Santa Cruz Generosity5:00 — Why Jonathan's Been Missing from the Show6:12 — The Interviews That Kept Us Going6:30 — Major Donor Giving Is Up (What the Data Says)7:46 — Should We Worry About Fewer Donors?9:00 — Client Wins: $13M, $14M, and More11:00 — How Cosmic Celebrates Client Success12:43 — Eating Our Own Dog Food: The Case for Support15:00 — The Questions That Forced Hard Conversations17:00 — What Even Is a Case for Support?19:00 — Building a Storytelling Engine (Content Brokerage)20:07 — Why Most Orgs Talk Storytelling But Don't Invest22:00 — What Charity Water Knows About Storytelling23:26 — Getting the Whole Team Aligned25:27 — Growth Isn't Linear, It's Cyclical27:00 — Big Moves Aren't Knee-Jerk (They're Secretly Researched)28:00 — "What If It's Not All Falling Apart?"30:00 — Turning 40 and the Midlife Recalibration30:44 — Jonathan on Vulnerability and Radical Honesty32:00 — Thank You, Listeners — and What's NextReferenced Episodes & ResourcesFewer Donors, Bigger Checks: Interpreting the Latest Giving Datahttps://designbycosmic.com/podcast/nonprofit-donor-trends-2025/Growth Isn't Linear. It's Cyclical.https://designbycosmic.com/podcast/growth-isnt-linear.-its-cyclical.How to Build a Strong Case for Supporthttps://designbycosmic.com/podcast/how-to-build-a-strong-case-for-support/Seymour Center Case for Support ExamplehtListeners, now you can text us your comments or questions by clicking this link.*** If you liked this episode, please help spread the word. Share with your friends or co-workers, post it to social media, “follow” or “subscribe” in your podcast app, or write a review on Apple Podcasts. We could not do this without you! We love hearing feedback from our community, so please email us with your questions or comments — including topics you'd like us to cover in future episodes — at podcast@designbycosmic.com Thank you for all that you do for your cause and for being part of the movement to move humanity and the planet forward.

Mark Zandi is one of the few economists who can do two things at once: explain what is happening in the data, and explain why households experience it so differently. He is the chief economist at Moody's Analytics, and in our conversation, the last of my podcast series this year and the second of two Holiday Specials, he connected inflation, affordability, market structure, and geopolitics in a way CRE professionals will recognize immediately.   The theme was simple, but not comforting: affordability is no longer a "cycle" story - it is becoming structural. And the US economy is increasingly dependent on a relatively narrow slice of consumers continuing to spend.   Zandi's framing matters for sponsors and investors because it changes what "risk" looks like. If the top of the income distribution is carrying demand while the middle and bottom are constrained, the economy can keep moving - but it can also become unusually fragile if equity markets stumble or confidence shifts.   He also made a point many people avoid saying plainly: even if AI is transformative, markets may be pricing in an adoption curve that is too fast. That is how you get corrections - not because the technology is useless, but because expectations got ahead of diffusion.   Five questions we get into: Why has affordability re-emerged so forcefully in 2025 - and why does it feel like it is not going away? What does a "K-shaped economy" mean in practical terms for spending, jobs, and social stability? If the top 10% accounts for nearly half of spending, what breaks the expansion? Is today's AI boom more like 1997 or 2000 - and what would cause a valuation reset? Why does deglobalization threaten America's "exorbitant privilege," and what does that mean for markets? If you are underwriting 2026 with a clean, mean-reversion narrative, you will want to hear this conversation.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts keep coming. They break down the widening gap between market expectations and the Fed's own outlook, the mixed signals coming from the latest dot plot, and what dissenting votes reveal about how policymakers are reading inflation and a softening labor market. At the same time, they look to the areas gaining strength, including cyclicals, global markets, commodities and the latest AI rotation, to understand how a divided Fed is shaping positioning as investors look ahead to 2026.Key Takeaways:• The Fed is diverging internally: The dot plots and dissents show widening disagreement on how aggressively to cut• Markets are pricing a different path: Traders expect more easing than the Fed, especially beyond 2026• Growth projections are rising: The Fed now sees stronger 2025–2026 GDP despite ongoing cuts• Labor-market signals are weakening: Falling quits and slowing hiring increase pressure on policymakers• Cyclical strength continues: Industrials, materials, and developed international markets are pushing the rally forwardJump to:0:00 - Cold Open, Holidays, And Setup2:45 - AI Leadership Rotates And Market Breadth8:50 - Cyclicals Lead, Global Rally Builds14:40 - Europe, Developed Markets, And Industrials20:55 - IPOs, Sentiment, And Bull Market Signals27:00 - The Fed Cuts: Dots, Dissent, And Markets35:20 -Neutral Rate, Long-Run Inflation, And 202641:50 - Press Conference Takeaways And Labor Risks48:10 - Gold Breakout And Commodities Pulse53:30 - Labor Market: JOLTS, Quits, And WagesConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Episode 99 of Messy Jesus Business podcast, with Sister Julia Walsh. In this episode of Messy Jesus Business podcast, Sister Julia Walsh, FSPA talks with Kaitlin Curtice. They explore Indigenous spirituality, the power of stories, the cyclical nature of being, expansiveness and liminality, the difference between certainty and faith, joy in art, Mother Earth, community, taking time to heal, presence and contemplation, and much more. Podcast: Play in new window | Download Subscribe:  Email | RSS | More A transcript of the show is available. "Liminality is just the gray areas of life, the spaces where we don't quite know yet. We don't quite have things figured out or it's complex. And I think that if we're honest, that's where so many of us live spiritually, is in those deep questions." -Kaitlin Curtice Kaitlin Curtice ABOUT THE GUEST Kaitlin Curtice is an award-winning author, poet-storyteller, and public speaker. As an enrolled citizen of the Potawatomi nation, Kaitlin writes on the intersections of spirituality and identity and how that shifts throughout our lives. She also speaks on these topics to diverse audiences who are interested in truth-telling and healing. As an inter-spiritual advocate, Kaitlin participates in conversations on topics such as colonialism in faith communities, and she has spoken at many conferences on the importance of inter-faith relationships. Kaitlin leads workshops and retreats, as well as lectures and keynote presentations, ranging from panels at the Aspen Climate Conference to speaking at the Chautauqua Institution and at universities, private retreat centers, and churches across the country. In 2020 Kaitlin's award-winning book Native: Identity, Belonging and Rediscovering God won Georgia Author of the Year in the religion category. Native explores the relationship between American Christianity and Indigenous peoples, drawing on Kaitlin's experiences as a Potawatomi woman. In 2023, Kaitlin released two books, first, Living Resistance: An Indigenous Vision for Seeking Wholeness Every Day, which examines the journey of resisting the status quo of hate by caring for ourselves, one another, and Mother Earth, and second, her first children's book called Winter's Gifts: An Indigenous Celebration of Nature, which is the premier book in a series of four books on the four seasons coming out with Convergent, RandomHouse Books. Her second book in the series called Summer's Magic was released in 2024. Besides her books, Kaitlin has written online for Sojourners, Religion News Service, On Being, SELF Magazine, Oprah Daily, and more. Her work has been featured on CBS and in USA Today. She also writes essays and poetry for The Liminality Journal and spends her time supporting other authors as they navigate the world of publishing. Kaitlin lives near Philadelphia with her partner, two dogs, and two kids. Find out more about Kaitlin at Instagram.com/kaitlincurtice, and The Liminality Journal on Substack. MESSY JESUS BUSINESS is hosted by Sister Julia Walsh.  Produced and edited by Colin Wambsgans. Email us at messyjesusbusiness@gmail.com BE SOCIAL: https://www.facebook.com/MessyJesusBusiness Facebook: https://www.facebook.com/MessyJesusBusiness Twitter: @messyjesusbiz Instagram: https://www.instagram.com/messyjesusbusiness SUPPORT US: https://www.patreon.com/messyjesusbusiness

In this special live-recorded episode, actor Luke Cook—known for Chilling Adventures of Sabrina and Guardians of the Galaxy Vol. 2—joins me for a raw, unfiltered conversation about what it really means to live well. Recorded during A Boundless Evening at HUME Los Angeles, this fireside chat brings together curiosity, science, and honest reflections on health, performance, and purpose. We start with the rhythms of daily life—how I approach mornings, training, and eating while traveling—and why balance beats perfection. You’ll hear how my cyclical keto approach helps me stay sharp and grounded while still enjoying the moments that matter. From movement habits and fasted training to the little environmental tweaks that keep me active throughout the day, we explore how health can be both sustainable and joyful. We dive into the evolving world of biohacking—cold plunges, nootropics, and stress adaptation—through both skepticism and lived experience. The conversation goes deeper than supplements or science. We reflect on the connection between discipline and creativity, the balance between ambition and family, and why my personal philosophy centers on healthspan, not just lifespan.Full show notes: https://bengreenfieldlife.com/firesidechatla/ Episode Sponsors: Pique: Pique Teas are where plants and science intersect to produce teas and supplements of unrivaled efficacy, purity, and convenience. Go to Piquelife.com/Ben to get 20% off for life, plus a free starter kit with a rechargeable frother and glass beaker to elevate your ritual. Sunlighten: Discover the ultimate efficiency in wellness with the Sunlighten Solo System, a compact, portable far infrared sauna designed to detoxify, reduce stress, improve sleep, and enhance heart health—all while fitting seamlessly into your daily routine. Save $600 or more today and start biohacking your mind, body, and spirit at get.sunlighten.com/ben. Hiya: Give your kids the full-body nourishment they need to grow into healthy adults. I’ve secured a special deal with Hiya on their best-selling children's vitamin—get 50% off your first order today! To claim this deal, you must go to hiyahealth.com/BEN (it is not available on their regular website). Qualia: Qualia Stem Cell combines 15 science-backed ingredients to support stem cell proliferation, migration, and differentiation, so you can heal and repair with a youthfulness that DEFIES your age. Visit qualialife.com/boundless and use code BOUNDLESS for 15% off your order. Organifi Shilajit Gummies: Harness the ancient power of pure Himalayan shilajit anytime you want with these convenient and tasty gummies. Get them now for 20% off at organifi.com/Ben.See omnystudio.com/listener for privacy information.