Podcasts about cyclical nature

Paul Schneider, Head of Product Marketing at Dominknow, explores the evolving role of AI in learning technologies. He highlights its potential to enhance training, personalize learning, and analyze data for better decision-making. Paul shares insights on maintaining control, developing AI policies, and leveraging AI tools effectively—without waiting for new platforms. Discover how AI and human-centric solutions are shaping the future of work. Learn practical strategies to stay ahead in an evolving landscape. Tune in for insights and connect with Paul at Dominknow.com.[0:26] Introducing Paul SchneiderPaul Schneider, an instructional design expert, shares his journey from earning his doctorate in the '90s to working in learning technologies. With experience in business and vendor-side operations, he provides insights into the industry's evolution.[1:03] The Cyclical Nature of Learning TechnologiesPaul highlights two key observations: learning technologies constantly change, yet trends often repeat. He reflects on how past training methods, once delivered on physical media, have evolved and resurfaced in new digital formats. Learning approaches are shaped by both technology and audience needs.[2:12] The Role of AI in eLearningAI is transforming eLearning in two major ways: it accelerates content creation, making development faster and more accessible, and it enables data-driven personalization for adaptive learning. Paul discusses AI's potential to enhance accessibility, automate tasks, and create more realistic training experiences.[4:57] Navigating Technology Trends and PitfallsPaul advises against adopting new technology just because it's trendy. He emphasizes the importance of aligning AI with business needs, protecting intellectual property from data privacy risks, and verifying AI-generated content to prevent misinformation. Strategic adoption is key.[08:01] Preparing for the Future of L&DUnlike previous shifts like PowerPoint-based eLearning, AI affects entire organizations. Paul stresses the need for clear policies to mitigate risks related to data security, compliance, and intellectual property. As regulations evolve, businesses must stay proactive.[09:47] Key Focus for Learning TechnologiesThe core purpose of training is to improve employee performance and efficiency. Paul urges organizations to focus on AI's impact on learning outcomes rather than chasing the latest tools. Instead of waiting for AI features in specific platforms, companies can leverage existing AI tools to enhance scenarios, accessibility, and training strategies.[12:33] AI's Role in Data Analysis & PersonalizationAI personalizes learning by analyzing training data and recommending skill advancements based on user behavior. Paul highlights AI's ability to process large datasets, measure ROI, and integrate training insights with business metrics, such as safety and performance tracking. Rather than fearing data overload, organizations should use AI to extract valuable insights and drive measurable change.[15:51] How to Connect with Paul SchneiderPaul Schneider works at DominKnow, a cloud-based provider of off-the-shelf authoring tools for eLearning and instructor-led training. He encourages anyone interested in content creation, management, and maintenance to reach out.

In this episode of the Birdshot podcast, host Nick Larson welcomes Lars Jacob, a seasoned hunter and shotgun fitting expert. They discuss hunting conditions in Vermont, the impacts of weather on grouse populations, and the challenges of grouse hunting. They also delve into the intricacies of shotgun fitting, the importance of practice for instinctive shooting, and the allure of vintage guns, particularly British and American models. The conversation rounds off with Lars sharing his experiences and insights into gun fitting, techniques, and some exciting upcoming events. 00:00 Introduction and Weather Update 03:01 Grouse Population and Habitat Challenges 04:15 Impact of West Nile Virus on Grouse 07:30 Cyclical Nature of Grouse Populations 08:20 Changes in Vermont's Habitat and Logging Practices 12:05 Public Land Grouse Hunting Tips 12:36 Grouse Diet and Seasonal Behavior 19:11 Historical Changes in Vermont's Landscape 22:19 Turkey Hunting Legacy and Techniques 41:25 Understanding Turkey Behavior and Hunting Techniques 42:53 The Evolution of Turkey Hunting Methods 43:33 The Importance of Patience in Turkey Hunting 45:04 Introduction to the Northeast Side by Side Classic Event 46:17 Highlights of the Northeast Side by Side Classic 47:25 The Art of Gun Fitting 51:41 The Process of Gun Fitting 01:01:52 Challenges and Techniques in Wing Shooting 01:08:47 The Value of Vintage Guns 01:19:06 Conclusion and Contact Information FOLLOW | @larsjacobwingshooting CONTACT | Lars Jacob at 802-289-2002 LISTEN | to Episode #167 and #277 with Lars Jacob SUPPORT | patreon.com/birdshot Follow us | @birdshot.podcast Use Promo Code | BSP20 to save 20% with onX Hunt Use Promo Code | BS10 to save 10% on Trulock Chokes The Birdshot Podcast is Presented By: onX Hunt, Final Rise and Upland Gun Company Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode #743: Bryan and Krissy are back to discuss the wild Pop Art craze feeding the Labubu craze! As usual, once TCB knows about it...it's too late! Plus, they break down the chaos behind Hollywood's labor disputes and the wild world of nostalgic collectibles. First, they take a jab at union drama in the entertainment biz—why some actors are barely scraping by while execs are jetting off to Istanbul to save a buck. Then, they dig into the rise of Labubu (no, seriously), the vinyl toy that's got adults throwing elbows at Pop Mart's around the globe. From behind-the-scenes rental companies of Hollywood to Beanie Baby flashbacks, Bryan misses every opportunity to cash in! Show Notes: [04:15] Union Struggles in Hollywood – Why productions are fleeing L.A. faster than a Netflix cancelation [05:18] Real Estate and Production Trends – Istanbul: now with more actors [06:21] Podcast Shenanigans & Celebrity Interview Teases [09:20] Will Ferrell vs. Adam Sandler – Who wins in the existential comedy showdown? [12:20] Pop-Up Stores and Nostalgia Drops – Yes, adults are still buying toys [15:20] Meet La Boo Boo – The collectible you never knew you needed [19:17] Collectibles & Culture – What your Funko Pop says about you [21:28] The Parental Guilt of Consumerism – Because kids need therapy and matching plushies [26:24] Sean's Weird Job Reveal – It's as strange as it sounds [35:16] The Economics of Labubu– Capitalism in a cute little box [43:44] Nostalgia, Beanie Babies, and the Cyclical Nature of Dumb Trends [47:00] Farewell Rant – Bryan declares Beanie Babies are back (again) TCB Intro Clips: Ferris is a righteous dude! Watch EP #743 on YouTube! Text us or leave us a voicemail: +1 (212) 433-3TCB FOLLOW US: Instagram:  ⁠⁠@thecommercialbreak⁠⁠ Youtube: ⁠⁠youtube.com/thecommercialbreak⁠⁠ TikTok: ⁠⁠@tcbpodcast⁠⁠ Website: ⁠⁠www.tcbpodcast.com⁠⁠ CREDITS: Hosts: ⁠⁠Bryan Green⁠⁠ &⁠⁠ Krissy Hoadley⁠⁠ Executive Producer: Bryan Green Producer: Astrid B. Green Voice Over: Rachel McGrath TCBits Written, Voiced and Produced by Bryan Green To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He's now the co-founder and CIO of Bireme Capital, where he's delivered over 19% annualized returns since 2016 by sticking to classic, old-school value investing. In this conversation, we talk about how Evan developed his philosophy, why he stuck with value through challenging cycles, and how he thinks about shorting meme stocks in a market dominated by narratives and momentum. We also dive into his views on the Mag 7, Tesla, Japan, and how he's using AI tools for his research. Please enjoy this conversation with Evan Tindell For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:29) The Cyclical Nature of Value Investing (00:01:21) Challenges and Opportunities in Value Investing (00:04:53) Short Selling Strategies and Risks (00:09:39) Tesla and the Impact of Politics on Stocks (00:15:40) The MAG Seven and Market Concentration (00:25:44) Investment Opportunities in Japan (00:32:13) The Role of AI in Modern Investing (00:35:44) Market Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we're going to be diving into what to do when it feels like everything is falling apart in your business and as a entrepreneur. This is part of the journey of being a business owner is recognizing that there are death and reverse cycles that happen in business the exact same way that there are death and reverse cycles that happen in life, in relationships, in the evolution of yourself. I want to remind you in this episode how you can make it through the hard times in your business and life.  We dive into:How to recognize the natural "death and rebirth" cycles in your business and life.The importance of re-anchoring into your "why" and purpose when challenges arise.Grounding techniques to maintain ease, magnetism, and flow, even during the hardest times.Embracing support and nourishment, including the powerful ritual of connecting with Mama Cacao.Practical ways to express and release emotions to prevent stored energy from manifesting negatively.This episode is perfect for spiritual entrepreneurs and female founders looking to manifest their dream life through balance, surrender, and strength.Chapters:[00:01:00] When It Feels Like Everything Is Falling Apart as an Entrepreneur[00:02:00] Re-Anchoring into Your "Why" in your Business [00:03:00] Rooting Yourself Like an Oak Tree in your Business [00:04:00] The Infinite Energy of Sacred Desire as a Female Founder[00:05:00] The Importance of Emotional Expression as Entrepreneurs [00:06:00] Embracing the Tower Card in Real Life[00:07:00] The Power of Expression and Release as Female Founders[00:08:00] Moving Through Shadow Emotions as Female Founders[00:09:00] The Cyclical Nature of Life and Business as Female Founders[00:10:00] Fertile Ground: Turning Destruction into Creation as Female Founders[00:11:00] Surrendering and Releasing Control in your Business[00:12:00] The Beauty of Destruction and Death Cycles in your Business [00:13:00] Leaning into Support and Nourishment of Mama CacaoTopics: Mama Cacao, manifestation, entrepreneur, female founders, business cycles, grounding, spiritual business, creative energy, release and renewal.What is Your Paradigm? The Missing Piece Masterclass - https://www.gabriellemartorana.com/the-missing-piece-manifesting-copy-1-1 Becoming an Embodied Entrepreneur: 3-Part Immersion - https://www.gabriellemartorana.com/3-day-immersion2 Want to go deeper? Apply for The School of Expansion - https://www.gabriellemartorana.com/the-school-of-expansion-app Send me a DM & let me know you tuned into the episode, I would love to hear from you - www.instagram.com/expandwithgabrielle

Self-doubt and pressure can feel like a loop that's impossible to break—one moment you're moving forward, the next you're questioning everything. The more you push, the heavier it feels, making even small decisions seem overwhelming. It's not always about having all the answers but learning to trust yourself enough to take the next step anyway. Growth doesn't come from waiting until you feel ready—it comes from moving forward despite the doubt.Kimberly Kesting is a mindset coach and the co-founder of Enlifted, a mindset coaching certification company. She has over 8 years of experience supporting women in their personal growth and development. Kimberly also hosts the "Get Enlifted" podcast, where she explores the differences in mindset between men and women. Today, Kimberly talks about the impact of inherited stories and societal expectations on women's mindset. Join in as young leaders pose inquiries about life, personal development, and beyond!Quotes: “We can always observe the story, even if we can't always control it. Often, we can work with the story and move with it.” – Kimberly Kesting“We're cyclical beings. It's our superpower, the best part about being a woman. Things are going to change, and the cycle will be there, and the feelings will change with that cycle.” – Kimberly Kesting“There are so many people in my lineage that go beyond just those we know in this lifetime. The stories of all those people are part of us, in our fields, minds, stories, and hearts.” – Kimberly KestingTakeaways:Observe your thought patterns and the language you use, especially around "should" statements. Reframe them into more empowering "can" or "will" statements.Explore the connection between your menstrual cycle and your mindset. Notice how your energy, creativity, and emotions fluctuate throughout the month.Practice the 4-step method of writing down your thoughts, reading them aloud, slowing down your speech, and incorporating deep breathing to process your feelings.Reflect on the stories and beliefs you've inherited from your family and society. Consider how they may be shaping your current mindset and behaviors.Embrace the cyclical nature of your feminine energy. Give yourself grace and flexibility in your personal and professional life, rather than striving for linear progress.Conclusion:Recognizing the natural cycles of the feminine experience allows women to approach life with greater awareness and self-compassion. By paying attention to their thoughts, emotions, and the shifts that come with their menstrual cycle, they can gain a deeper understanding of themselves. This awareness helps in managing energy, mood, and productivity in a way that feels more aligned and sustainable. Rather than resisting these changes, embracing them can lead to a more balanced and intentional way of living.

What if the Tree of Life wasn't a ladder but a circle? Rethink magic, cycles, and divine flow!--- Join and support the community: https://www.creationspaths.com/In this episode, Charlie and Brian, Christopagan Druids, explore rethinking the Tree of Life as a circle instead of a ladder—a shift in perspective that mirrors the Wheel of the Year in Druidry, Wicca, and Pagan traditions. Inspired by John Michael Greer's work, they discuss how mapping the Kabbalistic Tree of Life onto the eight Sabbats creates a cyclical understanding of spiritual growth rather than a rigid, hierarchical model.They delve into how each Sephirah aligns with the seasonal festivals, offering a dynamic flow of energy, wisdom, and transformation. They also explore practical applications in magic, ritual, and daily life, emphasizing the cyclic nature of existence, reincarnation, and the fluid movement of divine energy.The conversation highlights how embracing circular, interconnected thinking can change one's approach to spirituality, personal growth, and magic—moving away from linear ascension models toward a holistic, evolving journey.Thank you for Liking and Subscribing to this podcastThank you for sharing this episode with your loved ones, friends and community--- Thank you for Tips or Donations:https://ko-fi.com/cedorsetthttps://patreon.com/cedorsett$CreationsPathsSubstack: https://www.creationspaths.com/For all of the things we are doing at The Seraphic Grove go to Creation's Paths https://www.creationspaths.com/For Educational Resource: https://wisdomscry.com Guided Meditations Playlist: https://www.youtube.com/playlist?list=PLV0C8kiTKv0J2QAAlD1uaIJvQ3Sr9sIqOChristopagan Playlist:https://www.youtube.com/playlist?list=PLV0C8kiTKv0ISXDQkZBRB7EHrUUJgXlGNThe Everything Playlist:https://www.youtube.com/playlist?list=PLV0C8kiTKv0Ln3eGW-tDk2R68PM6c182OCreation's Paths Podcast: http://www.creationspaths.com/podcastChurch of the Oak Podcast: http://churchoftheoak.com/Hallowstead Podcast: http://hallowstead.com/Social Connections:BlueSky https://bsky.app/profile/creationspaths.comThreads https://www.threads.net/@creationspathsInstagram https://www.instagram.com/creationspaths/Chapters:00:00 Introduction: Rethinking the Ladder01:11 Hosts Introduction01:20 The Concept of the Tree of Life as a Circle02:38 Exploring the Kabbalistic Tree of Life05:40 The Cyclical Nature of Festivals13:17 The Story of Angus and the Tree of Life18:00 The Power of Cycles in Spiritual Practice27:51 Conclusion and Call to Action Get full access to Creation's Paths at www.creationspaths.com/subscribe

Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode on Jack Henry. These are two businesses with very long track records executing a playbook. AMETEK is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built their own empire. And it's one well worthy of a discussion as you'll hear.  To break down AMETEK, I'm joined by Nael Fakhry, Co-CIO of the Osterweis Capital Management Growth and Income Strategy. Nael has spent a significant amount of time around AMETEK from the early 2000s until today. Please enjoy this breakdown on AMETEK. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is sponsored by Finley - modern debt capital management software for borrowers and lenders. Ask around and you'll find that nearly every operator or investor has experienced the operational nightmare of managing debt capital. Finley works by translating unstructured credit agreements into code, which gets all parties on the same page and helps them streamline the credit management lifecycle--think covenant reporting, interest and fee tracking, and portfolio analysis. Join the forward-thinking finance leaders, investors, and bank executives already modernizing their debt capital operations with Finley. Learn more and request your demo at finleycms.com. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @bizbreakdowns | @zbfuss | @ReustleMatt | Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Learn about Finley (00:02:52) An Overview of Ametek (00:04:17) Ametek's Diverse Product Range  (00:11:09) Ametek's history: From Bankruptcy to Industrial Dominance (00:20:22) Ametek's Growth Model: Innovation, Acquisitions, and Global Expansion (00:25:23) Understanding Ametek's Finances (00:29:37) Exploring Revenue Growth and Margin Expansion (00:30:10) Incremental Margins and Cyclical Nature of the Business (00:31:07) Operational Excellence (00:33:35) Decentralized Approach (00:35:21) The Role of Acquisitions (00:36:33) Challenges and Risks (00:38:45) Capital Allocation (00:45:55) Evaluating Cyclical Business Performance and Resilience (00:48:27) Dividend Policy (00:49:44) Valuation and Growth Sustainability (00:53:41) - Key Lessons

In this episode, Doug answers thought-provoking questions from members on various topics, including the ideal role of government, monetary policy with gold, the nature of political power, and historical cyclical theories. He emphasizes reducing government's role to three core functions and advocates for a gold-based economy. Doug discusses the inherent pull of criminal personalities towards politics, the practicalities of minimal government involvement, and the nonexistence of a historical 'Golden Age.' He also touches on geopolitical issues, the digitalization of assets, and the relationship between large and small businesses within regulatory frameworks. Throughout, Doug makes a case for technology paired with voluntary adoption over coercion and critiques the current state of monetary systems.   00:00 Introduction and Philosophical Questions 00:40 Gold as Money and Banking Reforms 03:13 The Nature of Politics and Criminal Personalities 05:47 Cyclical Nature of Time and Quality of People 09:43 Annexation and Geopolitical Questions 13:43 Digital Assets and Government Centralization 18:32 Technocracy and Technology's Role 21:38 Big Business, Small Business, and Government Influence 23:45 Western Movies and Cultural Reflections 25:11 China's Dependency on the U.S. 25:30 China's Growing Economic Power 27:20 US-China Trade Dynamics 28:58 The Strong Dollar Policy 30:39 Critique of the Treasury Secretary's Statements 34:16 Gold and the Financial System 37:35 Central Banking and Gold Reserves 46:45 Upcoming Projects and Final Thoughts

Spring Song by Reg Saner: an eternal cycle we're all lucky to haveIn this episode of 'Words That Burn,' Reg Saner's poem 'Spring Song.' is the central focus With spring setting in, the episode explores the poetic beauty and profound themes in Saner's work, such as points of intersection and transition, cyclical nature, and the ineffable qualities of the natural world. It also uncovers some fascinating aspects of Saner's life, including the roots of his obsession with conservation, his varied career as a soldier, professor, conservationist, and poet, and his eventual shift from poetry to essays. Join me as I take a look at a true hidden gem of American poetry, a man who eventually left the art form behind, but also left an indelible and distinct imprint on it too.00:00 Introduction to Spring Song00:37 Welcome to Words That Burn01:45 Exploring Reg Saner's Background04:09 Analysing the Poem's Imagery06:31 The Cyclical Nature of Seasons09:22 Orpheus and the Paradox of Change10:27 Final Thoughts and Reflections11:51 Contact InformationFollow the Podcast:Read the Script on SubstackFollow the Podcast On InstagramFollow the Podcast on X/TwitterFollow the Podcast on TiktokFollow the podcast on BlueskyThe Music In This Week's Episode:'Petrichor' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au Hosted on Acast. See acast.com/privacy for more information.

This video is sponsored by Finchat.io: Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated computing, and data center and cloud applications. Learn what is HBM vs. traditional DRAM, the competitive landscape with Micron, Samsung, and upstart memory chip makers in China, and SK hynix's financial outlook. Gain insights to make informed investment decisions in the memory chip segment of the semiconductor industry! Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

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SUMMARY  **Starting Again: Embracing Fresh Starts** In this insightful discussion, the speaker reflects on the theme of starting anew, drawing parallels with the beloved character Charlie Brown and his repeated attempts to kick a football. The narrative explores the reasons behind our tendency to repeat mistakes, despite having opportunities for fresh starts in life. ### Key Themes: - **Traditions and Change**: The speaker begins by contemplating how some traditions fade away and expresses a desire to turn back time and start again. - **Charlie Brown's Struggles**: The speaker uses Charlie Brown's iconic football scenario to illustrate the human experience of hope and disappointment. Despite numerous failures, Charlie Brown continues to believe that the next attempt will be different. - **Learning from History**: The discussion emphasizes the importance of understanding our past to avoid repeating mistakes. The quote from George Santayana, "Those who cannot remember their past are condemned to repeat it," serves as a reminder of this principle. - **Misleading Assumptions**: The speaker identifies three common misconceptions that lead to repeated mistakes:     1. **Experience Equals Improvement**: Just because we have experience does not guarantee that the next attempt will be successful.    2. **Knowledge Leads to Better Choices**: Knowing better does not always translate to better decisions, as emotions and temptations often influence our actions.    3. **Time Pressure**: The urgency to act can lead to hasty decisions, while patience is often necessary for true growth and healing. - **Cyclical Nature of Time**: The speaker highlights how God has structured time in a cyclical manner, allowing for daily, weekly, and yearly fresh starts. However, many people fail to take advantage of these opportunities. - **The Importance of Reflection**: The message encourages self-reflection and the need to apologize and learn from past actions to foster better relationships and decisions moving forward. In conclusion, the speaker invites listeners to embrace the concept of starting again, recognizing that every day offers a new opportunity for growth and change. DISCUSSION QUESTIONS 1. **Personal Reflection**: Can you recall a time when you had the opportunity to start again? What motivated you to take that chance, and what was the outcome? 2. **Charlie Brown's Experience**: How do you relate to Charlie Brown's repeated attempts to kick the football? Have you ever found yourself in a similar situation where you kept trying despite past failures? 3. **Learning from Mistakes**: The speaker mentions the importance of understanding our past to avoid repeating mistakes. What strategies do you use to reflect on your past experiences and learn from them? 4. **Misleading Assumptions**: Which of the three misleading assumptions (experience equals improvement, knowledge leads to better choices, time pressure) resonates most with you? Can you share an example from your life? 5. **Cyclical Nature of Time**: How do you perceive the cyclical nature of time in your own life? Do you find it easy or challenging to embrace fresh starts on a daily, weekly, or yearly basis? 6. **Patience vs. Urgency**: In what areas of your life do you feel pressured to act quickly? How can you practice patience in those situations to make more thoughtful decisions? 7. **Impact of Relationships**: How do past relationships influence your current decisions? What steps can you take to ensure that you don't repeat the same mistakes in future relationships? 8. **Role of Apologies**: The speaker suggests that an apology might change the dynamics of a situation. How important do you think it is to apologize in order to move forward? Can you share an experience where an apology made a difference? 9. **Fresh Starts**: What are some practical ways you can create opportunities for fresh starts in your personal or professional life? 10. **Support Systems**: How can friends, family, or mentors support you in your journey of starting again? What role do they play in helping you learn from past experiences?

On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss: (05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (31:43) Understanding ASML's Order Fluctuations (36:12) The Future of ASML's Technology (41:25) Evaluating Lithography's Role in Semiconductor Spending (46:50) Revenue Growth Projections for ASML (49:50) Insights from ASML's Investor Day (52:42) Assessing Risks to ASML's Future Growth (57:48) Leadership Transition and Company Culture at ASML SUBSCRIBE TO BEST ANCHOR STOCKS: https://www.bestanchorstocks.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠bluechippersclub.com⁠ and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Known for founding The Big Quiet movement and leading some of the largest meditations on earth, Jesse is a renowned expert in human performance & wellbeing, a global keynote speaker and a leadership coach to today's most influential business people and public figures.  From keynoting sold-out arenas on tour with Oprah Winfrey to becoming a 5X audible bestseller, Jesse has inspired audiences around the world with his message of mindfulness and leadership. Formerly a record label and tech fund founder, Jesse blends his entrepreneurial experience with his wellbeing expertise to help leaders, teams and organizations elevate their performance from within I am so excited to kick off the 2025 season of the podcast with this incredible human - Jesse has a huge heart, is incredibly intuitive, and is so beautifully authentic in the way he lives his life and expresses his truth. In our conversation, Jesse and I dive into his journey to founding the Big Quiet and then almost 10 years in letting it go. In this episode, we chat about what it was like to birth this beautiful venture and watch it explode with growth, landing partnerships with Oprah and Deepak Chopra, how the pandemic shifted the trajectory of the company and why Jesse sensed it would soon come to an end, what it's been like for him personally to really embody his truth and embrace all of himself again - especially after specific childhood wounding, how he's navigating his own personal and professional evolution at 40 years old and how it sits in the messy middle, and more.   To learn more about Jesse Israel and the resources mentioned in this episode, visit the show notes.   Follow Me On: Facebook Instagram

Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as he explores the dynamic world of commercial real estate debt with Jack Gay, Global Head of Commercial Real Estate Debt, and Jason Hernandez, Head of Real Estate Debt in the Americas at Nuveen Real Estate. In this engaging conversation, Jack and Jason share their unique perspectives on the evolving CRE debt market, highlighting areas of opportunity and caution in today's economic landscape. From the surging demand for housing and logistics to the ongoing challenges in the office sector, they unpack the factors driving investment decisions and risk management strategies.   The discussion delves into the importance of relative value across core, core-plus, and value-add strategies, emphasizing how investors can capitalize on current market conditions. Jack and Jason also provide a thoughtful analysis of the role insurance companies play in CRE lending, offering actionable insights for institutional investors looking to expand their allocations. Whether you're navigating portfolio diversification or assessing the impact of macroeconomic trends, this episode delivers valuable takeaways for navigating today's real estate environment.

In this insightful episode of 'Rethink Real Estate,' host Ben Brady explores the critical aspects of business planning within the real estate sector. Ben discusses the importance of adapting business strategies to cope with the inconsistent nature of the real estate market and offers personal insights on how to plan effectively for the upcoming year. Learn about setting realistic goals, understanding market cycles, and the need for flexibility in a commission-based industry where predictability is scarce. Ben shares his strategy for shifting annual planning to January to ensure a focused start to the year and dives deep into the psychological aspects of striving for consistency in a fundamentally inconsistent field. This episode is packed with valuable advice for real estate professionals looking to enhance their business acumen and prepare for the uncertainties of the market. Timestamps & Key Topics: [00:00:00] - Introduction to Strategic Business Planning in Real Estate [00:01:11] - The Benefits of January Planning [00:02:17] - Seeking Consistency in an Inconsistent Market [00:03:09] - Is Real Estate the Right Career Path for You? [00:04:00] - Analyzing Seasonal Business Patterns [00:05:03] - Adapting to Post-COVID Market Norms [00:06:18] - Embracing the Cyclical Nature of Real Estate [00:07:16] - Adjusting Expectations in Election Years and Other Anomalies

Key Takeaways: Private Credit Offers Flexible Loans Private credit is a way to borrow money from lenders who aren't regular banks like Chase or Wells Fargo. It often gives businesses more flexible options. Private Lenders Have Rules for Borrowers These lenders usually set certain financial rules, called covenants, for businesses. For example, they may require businesses to keep a certain balance between debt and equity (ownership money) to make sure they're financially stable. Higher Rates But Good Habits Private credit often has higher interest rates than regular bank loans, but it encourages businesses to manage their money carefully. This can help them grow in a healthy way. Importance of a Good Financial Team Having a skilled finance team and a clear strategy helps businesses keep strong relationships with their private lenders, making it easier to work together. Interest on Private Loans is Tax-Deductible Just like regular loans from a bank, the interest a business pays on private loans can often be deducted from taxes if the loan is used for business purposes.   Chapters: Timestamp Summary 0:00 Exploring Private Credit as a Business Financing Solution 0:50 Understanding Private Credit and Its Flexible Lending Terms 2:52 Disciplined Investors and Financial Accountability 3:14 The Cyclical Nature of Private Credit and Business Growth 5:44 Understanding Business Credit and Financial Responsibility 8:05 Discussing Baseball and Financial Advisory Insights   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In this episode, we dive into a crucial topic for commercial property investors: recession-proofing your portfolio. With an economic downturn always on the horizon, it's essential to be prepared. Jerry shares practical strategies and mindset shifts that can help investors navigate and even thrive during challenging economic periods. From past recessions to the COVID era, we explore key lessons learned, plus insights into which property types and portfolio strategies offer resilience. Key Takeaways: Understanding the Cyclical Nature of Commercial Property: The commercial property market can experience sharp downturns, with significant price drops when demand weakens and financing becomes harder to secure. Unlike residential markets, commercial properties can see larger fluctuations, making preparedness essential for stability. Lessons from Past Downturns: Jerry recalls past recessions, the Celtic Tiger crash, and the 2008 financial crisis, noting the value of flexibility and low debt leverage for surviving downturns. Building on examples from other investors, he shares why cash flow, conservative LTVs, and adaptable business models can be vital for resilience. Property Types & Investment Approaches to Consider: Certain sectors, like industrial properties and essential retail (think grocery and pharmacy), tend to hold up better in economic slumps. Jerry discusses how multi-let properties and flexible leases can provide more stability than single-tenant properties, which are more vulnerable during downturns. Diversifying and Choosing Resilient Property Types: Investing in multi-let properties or second-hand buildings can offer advantages over high-cost, single-use properties. Resilient sectors include warehousing for e-commerce, essential retail, and health and wellbeing spaces. The Power of Cash Flow and Client Relationships: Cash flow becomes critical during recessions, allowing investors to maintain flexibility and seize opportunities. Maintaining strong relationships with clients and prioritising essential service tenants can enhance portfolio stability during economic uncertainties. Debt Management and Financing Options: Keeping debt manageable and planning for potential revaluations can prevent costly refinancing issues during downturns. Jerry emphasises the importance of having a financial buffer and staying adaptable with financing options, such as bridge loans, to maintain liquidity. Finding Opportunities Amid Downturns: Downturns can also present unique buying opportunities, allowing prepared investors to acquire properties at reduced prices. Long-term planning and adaptability are key to not only weathering economic storms but capitalising on them. Resources Mentioned: Check out episodes 53 and 196 with Gavin Gallagher, where he shares his experience navigating the Celtic Tiger collapse. Follow us on Instagram @jerryalexander.commercial. Looking to build a resilient portfolio? Check out our Get in the Swim programme. If you found this episode helpful, please leave us a review on iTunes or Spotify, and subscribe for more strategies to help you build a stable, recession-proof commercial property portfolio! Tune in next week for our interview with Richie Miller, who shares his experience with a diverse portfolio, including a self-storage business and a mega HMO.     JOIN THE NETWORK If you want to learn more about investing in Commercial Property, why not consider joining the CPI Network? We're a community of active investors who collaborate, share experiences, and empower each other in our Commercial Property endeavours. Useful Links: CPI Website - https://commercialpropertyinvestor.co.uk/ Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/  See omnystudio.com/listener for privacy information.

Inevitably, we all experience some form of wounding as children. 

Lonnie Hendry is the Chief Product Officer at Trepp, leading a global team responsible for developing and commercializing Trepp's suite of CRE, CMBS, and CLO products. Since joining in 2019, Lonnie has spearheaded product innovation and business growth, launching multiple successful offerings that help clients achieve strategic goals. He also co-hosts The TreppWire Podcast, a popular CRE podcast with over 1.1 million listens. Recognized for his industry insights, Lonnie is frequently cited by major publications like The Wall Street Journal and Commercial Observer. With 22 years of experience in the commercial real estate industry, Lonnie's expertise spans multifamily management, leasing, brokerage, and appraisal. He is also an adjunct faculty member at Texas Tech University, teaching real estate courses and mentoring future professionals. Lonnie holds a Master's in Real Estate from the University of Texas at Arlington and serves on several advisory boards, contributing to industry leadership and education. Keywords commercial real estate, technology, passive investing, market trends, distressed properties, due diligence, multifamily investments, real estate education, investment strategies, CRE insights Summary In this episode, Randy Smith interviews Lonnie Hendry, Chief Product Officer at TREP, who shares his extensive experience in commercial real estate and the evolving role of technology in the industry. They discuss the cyclical nature of real estate markets, the importance of due diligence for passive investors, and the opportunities presented by distressed properties. Lonnie emphasizes the need for investors to educate themselves and ask the right questions to navigate the current market landscape effectively. The conversation also highlights the resilience of the commercial real estate sector and offers insights into future trends and investment strategies. Chapters 00:00 - Introduction to Lonnie Hendry and His Background 02:34 - The Intersection of Technology and Commercial Real Estate 04:43 - Market Trends and the Cyclical Nature of Real Estate 09:22 - Understanding Distressed Properties and Buying Opportunities 12:51 - Challenges in Turning Around Distressed Assets 17:09 - Due Diligence for Passive Investors 23:38 - Positive Outlooks and Market Resilience 29:35 - Advice for Passive Investors in Today's Market 36:39 - Educational Resources and Final Thoughts RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Today I'm joined by Chef Whitney Aronoff to talk about the transformative power of food and nourishment. We explore Whitney's personal journey from struggling with health issues to discovering the healing properties of whole foods. We chat about he importance of mindful eating, the energetic qualities of food, and how our choices impact not just our physical health but also our emotional and spiritual wellbeing. pssst! USE CODE: MANIFEST & snag a copy of the Monthly Manifestation JournalWe're Chatting:Nourishment and ManifestationFood EmpowermentMindfulness + FoodBuilding your PlateEmotional EatingFood Frequency and EnergeticsCyclical Nature of Nourishment

In this episode of Unhooked, host Jeremy Lipkowitz engages in a profound conversation with Jacob O'Neill, a men's leadership coach and founder of the Gathering of Men in Australia. They explore the concept of men's initiation, the impact of modern society on masculinity, and the importance of reconnecting with one's raw masculine power. Jacob shares his personal journey of healing, the significance of integration after transformative experiences, and his insights on conducting powerful men's retreats. This dialogue is filled with wisdom on how men can navigate their inner and outer worlds, emphasizing the roles of guidance and community in fostering responsible masculine leadership. Tune in to discover how men's work can be both challenging and joyfully fulfilling.Interested in joining the Unhooked Academy Group Program? Sign up for a free call:https://www.unhookedacademy.com/Looking for a self-led journey with the Unhooked Online Course:https://jeremylipkowitz.mykajabi.com/unhookedInterested in personal  1:1 coaching? Click here: https://www.jeremylipkowitz.com/introConnect with me on Social:Instagram: https://www.instagram.com/jeremylipkowitz/Youtube: https://www.youtube.com/c/JeremyLipkowitzShownotes:00:00 The Modern Man's Struggle with Comfort and Risk01:22 Introduction to the Guest: Jacob O'Neill01:35 Jacob's Work and Philosophy on Men's Leadership03:12 The Consequences of Modern Society's Structure on Men06:21 Jacob's Personal Journey and Transformative Experiences09:35 The Role of Plant Medicine and Sacred Practices14:28 The Birth of Men's Movement and Personal Challenges17:37 The Dark Masculine and Coping Mechanisms24:09 The Impact of Childhood Shame on Masculinity26:05 Shedding the Cloak of Shame26:52 The Power of Men's Retreats28:28 Understanding Initiation29:41 The Cyclical Nature of Manhood34:59 The Importance of Mentorship36:08 Creating a Safe Space for Transformation43:43 The Joy of Men's Work45:10 Integration and Human Connection51:23 Upcoming Retreat and Final ThoughtsLearn More About Jacob Here:https://www.instagram.com/thejacoboneill/https://www.instagram.com/thegatheringofmen_au/----------------ABOUT JEREMY LIPKOWITZJeremy overcame addiction, shame, self-judgement, and depression in his early twenties with the help of mindfulness meditation. Mindfulness not only helped him let go of destructive behaviors, it also allowed him to connect with deeper meaning and purpose in his life.For the past 10 years Jeremy has been teaching mindfulness and emotional intelligence practices at universities, recovery centers, and companies throughout Asia and the US. He holds a Bachelors and Master's degree in Genetics and Genomics, and spent several years at Duke University working towards a PhD in Genetics & Systems Biology before he turned full-time to teaching mindfulness.Jeremy is also an ICF certified Executive Coach. As a former scientist and academic, Jeremy has a great passion for bringing his EI based coaching skills into the corporate and professional world. He realizes how powerful & transformative these practices can be for skeptics and senior-level managers. He is known for his calm and grounded demeanor, his expertise in habits and high-performance, and his compassionate approach to transformation.

Send us a textToday on the podcast Vanessa talks about the cyclical nature of life and of job searches, she shares a recommendation from another podcast where they talk about interviewing and interviewing skills. Finally she goes through part three of her series on interview questions and things to think about when answering them.   Another song video from my favorite band about the cyclical nature of life:  Far Cry Onetonline.org Interest Profiler is a place to learn about your preferred style of working. More Happier: How to Ace A Job Interview, Revisited - a Happier with Gretchen Rubin Podcast. CORRECTION:  In the podcast, Vanessa says it is the Septembe 24th episode.  It is the  September 7th  Epsiode!I'd love for you to come and join us on our Facebook Page! Join the discussion and toss in your two cents! And remember to send your comments, stories, and random thoughts to me at TeachersinTransitionCoaching@gmail.com!  I look forward to reading them.  Would you like to hear a specific topic on the pod?  Send those questions to me and I'll answer them. Feel free to connect with Vanessa on LinkedIn!The transcript of this podcast can be found on the podcasts' homepage at Buzzsprout. 

Join Smylie Kaufman and Charlie Hulme on this week's episode of The Smylie Show as they dive further into the world of football with Alabama legend and current ESPN CFB analyst Greg McElroy. Greg shares captivating tales from his days as a quarterback under Nick Saban, offering unique insights into the Alabama Crimson Tide's championship mindset, as well as his thoughts on dynamic shifts in college football, including NIL deals, the Transfer Portal, and the upcoming 12-team playoff format.Highlights:- Greg McElroy: Putter Tinkerer?- Nick Saban-era stories- Current state of college football- Preview the 2024 college football season Don't forget to like, download, and share! CHAPTERS:00:00 - Intro00:50 - Greg's Golf Game03:20 - College Football Playoff Scenarios12:27 - NIL18:19 - Recruiting and Playing for Nick Saban19:30 - High School Recruitment Process22:40 - Nick Saban Era26:24 - 2007 Football Season28:00 - Nick Saban Story33:20 - Meaning of "Seeing Ghosts"38:30 - Cyclical Nature of Football44:50 - Annual Golf Rounds47:17 - Typical Saturday Routine51:03 - Sports Viewing After TV Career53:26 - Sign Off53:30 - Did Pat P intercept it? Follow us on our socials:IG: https://www.instagram.com/thesmylieshow/X: https://x.com/thesmylieshowTiktok: https://www.tiktok.com/@thesmylieshow?lang=en

On this episode of Embracing Erosion, Devon chats with Marcus Andrews, the Sr. Director of Product Marketing at Pendo. They discuss how to build a strategic narrative and why it's critical for any business, why GTM models are cyclical and not linear, how to measure product marketing teams' performance, why making quick, iterative decisions is the way to go, and much more. Enjoy! --- Support this podcast: https://podcasters.spotify.com/pod/show/devon-orourke/support

ABOUT THE GUESTBill Mahoney is a seasoned leader with over two decades of experience in the logistics and supply chain industry. As Executive Vice President and Chief Commercial Officer, Bill has been instrumental in guiding strategic growth and fostering innovation in complex supply chain environments. His expertise spans from operations management to strategic planning, making him a valuable resource for insights into leadership and business development in the logistics sector.HIGHLIGHTS[00:00:58] - Bill's Journey in Supply Chain[00:03:58] - The Importance of Flexibility[00:05:30] - Generational Leadership[00:08:12] - Navigating Growth Challenges[00:13:45] - Cyclical Nature of Supply Chain StrategiesQUOTES[00:09:00] - "Everybody wants growth until they realize it broke. The key is to be okay with change and ready to evolve as your needs evolve." - Bill Mahoney[00:11:41] - "When you're with a growing company, it's still not enough—there's always something more to do, more to improve." - Bill Mahoney[00:08:43] - "It's about leveraging infrastructure and technology to help mid-market companies grow without making the full investment on their own." - Dan[00:14:00] - "Everyone was focused on diversification during the pandemic, but now we see a return to the basics. It's all cyclical." - Ninaad Acharya[00:12:30] - "Your core business is running a brand. Find the right partner who can handle the logistics so you can focus on what you do best." - Ninaad AcharyaFIND MORE ABOUT THE GUESTLinkedIn: Bill Mahoney on LinkedInTwitter (X): Follow Bill for more insights on Twitter.

In the latest episode of the **Capitalist Investor** podcast, Tony, Luke, and Derek delve into a series of pressing issues that are making headlines and sparking debate in both the financial and political arenas. Here are the five hot topics they covered:1. Mark Zuckerberg and Government CensorshipThe episode kicked off with a discussion about Mark Zuckerberg's recent admission to Congress that the Biden-Harris campaign pressured Facebook to censor opinions on their platform. This led to a broader conversation about the implications of such censorship and how it affects free speech. Derek questioned the timing and seriousness of this revelation, especially with Pavel Durov, Telegram CEO and staunch anti-censorship advocate, being arrested just days later. 2. Section 230 and Platform LiabilityLuke introduced the concept of Section 230, a U.S. law that protects social media companies from being held liable for user-generated content. He explained how this regulation affects both U.S. and international operations of these platforms. The hosts debated who should be responsible for content moderation and whether current laws are sufficient in today's digital landscape.3. Censorship and Free Speech in EuropeTony brought up the alarming trend in Europe where individuals are reportedly being arrested for anti-government posts and memes. This sparked anxiety about how closely the U.S. might follow suit and the implications for freedom of speech. The discussion highlighted the precarious balance between maintaining public order and preserving individual freedoms.4. The Psychological Toll of Media ConsumptionLuke shared his personal experience, noting that he never had anxiety until he started engaging with social media. This comment opened up a dialogue about the mental health impacts of being constantly bombarded with information and polarized opinions. The hosts discussed the importance of critical thinking and doing personal research to navigate the overwhelming flow of data.5. Capitalism, Socialism, and the Cyclical Nature of EconomiesThe conversation culminated in a theoretical discussion about the life cycle of capitalist systems. Luke provided a historical perspective, suggesting that capitalism often leads to a concentration of wealth, which then fosters socialistic tendencies and eventually collapses the system. They debated the role of term limits and the infusion of new ideas to prevent stagnation and corruption within political systems.The episode offered deep insights into the intersection of technology, politics, and financial theory. The hosts didn't shy away from controversial topics, providing a nuanced discussion that challenges listeners to think critically about the current state of affairs.---For those keen to dive deeper into these discussions, tune into the latest episode of the Capitalist Investor podcast. As always, the hosts encourage listeners to engage, question, and do their own research on these pivotal topics shaping our world today.

You don't get to this age without having struggled with feelings of being disrespected, whether it's in your workplace or your own relationship. Your partner might be scrolling on their phone rather than listening to you, or your boss might be leaving you out of email chains or work meetings. It's easy to then feel frustrated that they're acting so disrespectfully towards you and let resentment build.  So in my latest episode, I share personal stories and strategies to help you navigate these tricky moments. I teach you how to address disrespect in a way that is constructive and empowering for yourself and your relationships, rather than adding to the conflict. Because the last thing we want to do is address disrespect with disrespect, so join me for valuable insights to handle this issue with confidence.  [object Object]Introduction to the Episode (00:00:00) Kate introduces the episode and shares her excitement about recording and upcoming audiobook. Friend's Experience of Disrespect (00:01:15) Kate discusses a friend's feelings of disrespect at work, possibly due to age differences. Navigating Feelings of Disrespect (00:02:07) Kate emphasizes the nuanced nature of feeling disrespected and the importance of boundaries. Cyclical Nature of Disrespect (00:03:31) Kate warns against responding to disrespect with more disrespect, perpetuating a negative cycle. Personal Experiences of Disrespect (00:04:30) Kate shares her own experiences of feeling disrespected in professional settings as a woman. Identifying Personal Disrespect (00:05:29) Listeners are encouraged to reflect on moments of feeling disrespected in various relationships. Three Steps to Handle Disrespect (00:06:25) Kate outlines three insights for navigating feelings of disrespect without mirroring negative behavior. Understanding Disrespectful Behavior (00:07:21) Kate explains that disrespect is subjective and often rooted in personal interpretation. Cultural Differences in Respect (00:08:22) Kate shares a personal anecdote about cultural differences in perceptions of respect. Separating Behavior from Interpretation (00:10:13) The importance of distinguishing between actions and personal interpretations of those actions. Navigating Painful Situations (00:11:15) Kate reflects on her experiences dealing with disrespect in the context of a family tragedy. Recognizing Personal Interpretation (00:12:13) Listeners are encouraged to recognize their interpretations of others' behaviors as a source of distress. Empathy and Understanding (00:15:07) Kate emphasizes the need for empathy and understanding in navigating feelings of disrespect. Importance of Communication (00:16:07) Kate stresses the necessity of having conversations about disrespectful behavior to promote self-respect. Avoiding Mind Reading (00:18:05) Kate highlights the toxic expectation that others should understand our feelings without communication. Understanding Misinterpretations (00:18:58) Discusses how misinterpretations of behavior can lead to feelings of disrespect and resentment in relationships. Cultural Differences in Time Management (00:19:58) Explores how cultural backgrounds influence perceptions of punctuality and respect in social interactions. Separating Facts from Thoughts (00:20:54) Emphasizes the importance of distinguishing between objective facts and personal interpretations to reduce blame. Expressing Feelings Respectfully (00:21:46) Encourages open communication about feelings rather than passive-aggressive behavior to avoid misunderstandings. The Impact of Assumptions (00:22:45) Highlights how assumptions about others' intentions can lead to conflict and defensiveness in conversations. Agreeing on Common Ground (00:23:51) Suggests establishing shared facts in discussions to foster cooperation and understanding between parties. Owning Your Perspective (00:24:38) Stresses the importance of expressing personal feelings while acknowledging they stem from individual interpretations. Vulnerability in Conversations (00:25:33) Promotes vulnerability as a means to invite understanding and connection in discussions about disrespect. Different Backgrounds, Different Expectations (00:27:35) Discusses how different upbringings shape individuals' interpretations of respect and behavior in relationships. Maintaining Personal Values (00:29:20) Encourages listeners to uphold their values and character when addressing disrespectful behavior in others. Specificity in Communication (00:30:16) Advocates for addressing specific behaviors rather than labeling individuals as disrespectful to foster constructive dialogue. Curiosity and Open-Mindedness (00:30:55) Encourages curiosity about others' perspectives to enhance understanding and reduce conflict. Setting Boundaries (00:31:10) Highlights the importance of setting personal boundaries to communicate needs and prevent feelings of disrespect. Empathy in Responses (00:32:04) Encourages responding with empathy and understanding rather than blame to improve interpersonal relationships. The Challenge of Difficult People (00:34:20) Acknowledges that difficult interactions are common and emphasizes the need for resilience and self-empowerment. Practicing Healthy Communication (00:35:22) Encourages listeners to practice healthy communication techniques to strengthen relationships and personal well-being. Want to Kate to come and speak at your event? Visit https://www.theresiliencespeaker.com  Check out Kate's personalised online coaching programs for women: https://www.theresiliencespeaker.com/coaching CLICK HERE to PRE ORDER Kate's new book "Okay. Now What?" - How to Be Resilient When Life Gets Tough. For daily inspiration and tips, follow Kate on instagram: @kategladdin  

The Scottish author reflects on the stories she grew up with, the influence of feminism and how time moves in circular patterns. Ali Smith has been shortlisted for the Booker Prize four times. Her 2014 novel How to Be Both won the Women's Prize for fiction and the Costa Book Award for novel. She spoke with Eleanor Wachtel in 2018 about the first two books in her Seasonal Quartet series, Autumn and Winter.

In today's episode, lead host Djavaneh Bierwirth speaks with Shan Aggarwal, VP of BD & Corporate at Coinbase, as well as the Head of Coinbase Ventures. Shan discusses his broad spanning role at Coinbase and leadership of the company's venture arm, his journey from studying neuroscience to investing in crypto, and the evolution of Coinbase Ventures as the crypto ecosystem has grown and matured over the last six years. They also explore key investment areas such as Web3 social media platforms and stablecoin based cross-border payments, as well as discuss the cyclical nature of the space. Tune in to hear Shan's insights on the future of crypto investing. [01:27] Shan's Journey: Shan discusses his unconventional path from studying neuroscience to becoming a key figure in the crypto investing space. [10:39] On-Chain Social and Web3: Insights into Coinbase Ventures' investments in the evolving world of Web3, including platforms like Zora. [15:59] Simplifying Crypto UX: How Coinbase is supporting companies in make crypto more user-friendly and accessible to mainstream users. [16:59] DeFi and Cross-Border Payments: The potential of decentralized finance and how crypto is revolutionizing global payment systems. [19:35] Coinbase Ventures' Evolution: Shan discusses how the venture arm of Coinbase has grown from a side project to a major force in the crypto ecosystem. [27:11] Cyclical Nature of Crypto: A discussion on the cyclical nature of the crypto industry and how it impacts innovation and investment. [31:42] Crypto Valuations: Shan's take on high valuations in the crypto space and how investors should think about value in this emerging industry.

Have you ever considered how much your body's natural rhythms influence your creativity and productivity? Renae Fieck is a mom of 3 and occupational therapist. She helps women optimize their time and energy through unlocking the power of their cycles so that they can be thriving high achievers. Through her method she helps women balance the demands of life, make a bigger impact, and get bigger results without adding more stress or needing more time. She's the host of The Cycle Advantage Podcast. In this episode of the Crown Yourself podcast, host Kimberly Spencer and her guests, Renae Fieck explore the profound impact of hormonal cycles on women's creativity, intuition, and well-being. Renae shares insights on navigating life and business through the lens of hormonal changes, emphasizing the importance of understanding and honoring these cycles. Kimberly discusses personal experiences with hormonal health, grief, and motherhood. The conversation covers the four phases of the menstrual cycle, the significance of nervous system regulation, and the challenges of societal expectations. The episode encourages women to embrace their natural rhythms and redefine success on their own terms. What you will learn from this episode… The impact of hormonal cycles on women's creativity, intuition, and well-being. Understanding and harnessing the potential of menstrual cycles in personal and professional contexts. The cyclical nature of women's hormonal changes and its influence on motivation and emotional states. The importance of nervous system regulation in managing stress and maintaining balance. Strategies for aligning business tasks with the different phases of the menstrual cycle. The significance of self-care and rest during the menstrual phase to prevent burnout. Emotional challenges associated with the luteal phase and the importance of self-reflection. The relationship between societal expectations and women's productivity and success. The historical connection between women's cycles and the lunar cycle. Empowering future generations through open conversations about hormonal health and self-acceptance. Enjoy, sovereigns! Listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music, or your favorite podcast listening platform. You can also watch the episode on YouTube. Moments of Note: Introduction to Hormonal Cycles (00:00:00) Discusses how women's hormonal cycles can enhance creativity and intuition if acknowledged. Podcast Welcome (00:00:29) Kimberly Spencer introduces the podcast's purpose and her credentials as a mindset coach. Understanding Creative Cycles (00:01:11) Explores how hormonal fluctuations affect women's creativity and reflection throughout the month. Impact of Hormonal Changes (00:02:09) Details how hormonal changes influence self-perception, motivation, and overall mental health. Personal Experience with Hormones (00:03:14) Speaker shares a personal story about hormonal imbalances and the effects on mental state. Coaching Through Hormonal Changes (00:04:18) Discussion on coaching women to trust their bodies and adapt to hormonal changes. Nervous System Regulation (00:06:12) Emphasizes the importance of understanding and regulating the nervous system amidst modern stress. Techniques for Nervous System Regulation (00:08:03) Shares various techniques for regulating the nervous system, including breathwork and sensory practices. Personal Growth Journey (00:12:23) Reflects on personal growth and the journey of understanding body health post-pregnancy. Cyclical Nature of Women's Experiences (00:15:41) Discusses the cyclical experiences of women during pregnancy and postpartum, relating to hormonal cycles. Navigating Business Across Life Stages (00:17:02) Explores how women in different life stages adapt their business strategies based on hormonal changes. The Impact of Moon Cycles on Hormones (00:20:03) Discusses how women can use lunar cycles to navigate hormonal phases and their effects on pregnancy. Core Needs During Menstrual Phases (00:21:07) Explores the four phases of the menstrual cycle and their corresponding core needs for balance. Struggles with the Rest Phase (00:23:04) Highlights the challenges women face in embracing the rest phase amidst ambition and drive. Redefining Extraordinary Success (00:25:16) Questions societal definitions of success and emphasizes the importance of personal goals over conventional achievements. Emotional Challenges of the Luteal Phase (00:27:18) Discusses the emotional intensity during the luteal phase and its impact on self-doubt and relationships. Honoring Body Awareness (00:29:41) Stresses the importance of adapting workouts and self-care based on the menstrual cycle and body needs. Devotion vs. Consistency (00:32:15) Contrasts the concepts of devotion and consistency in business, emphasizing a flexible approach to commitment. Cycles of Nature and Business (00:36:08) Explores the connection between natural cycles and business rhythms, advocating for a balance of both. Heightened Intuition During Menstruation (00:36:48) Describes the menstrual phase as a time for heightened intuition and creative ideas, suggesting social media breaks. Historical Alignment with Moon Cycles (00:39:11) Speculates on how women's cycles historically aligned with lunar phases before the advent of artificial lighting. Here are the extracted timestamps and their titles in chronological order: Understanding Hormonal Cycles (00:40:05) Discussion on the variability of women's cycles and its impact on creativity and productivity. Phases of the Menstrual Cycle (00:41:18) Overview of the four menstrual phases and their influence on business strategies. The Power of Ovulation (00:41:58) Highlighting the magnetic energy during ovulation and its benefits for communication and visibility. Productivity in the Luteal Phase (00:42:58) Exploring different productivity styles in the luteal phase, focusing on behind-the-scenes work. Dynamic Task Management (00:43:58) Adapting business tasks to align with the menstrual cycle's phases for optimal efficiency. Empowerment Through Cycles (00:45:05) Encouragement for women to embrace their cycles as empowering rather than limiting. Shifting Perspectives (00:46:46) Advice on what aspects of life can be adjusted to align better with one's cycle. Communication in Parenting (00:51:35) Importance of communicating needs with family during different phases of the cycle. Modeling Awareness for Children (00:52:52) Teaching children about emotional needs and the importance of breaks in motherhood. Normalizing Conversations Around Menstruation (00:55:23) Encouraging open discussions about menstruation to empower the next generation. Rapid Fire Questions (00:57:18) Engaging in quick questions about favorite characters and routines, emphasizing personal insights. The Importance of Leisure Reading (00:59:22) Renae discusses the balance between reading for leisure and personal development. Defining Your Queendom (00:59:50) Kimberly asks Renae about their interpretation of a personal 'queendom.' Embracing Current Reality (01:00:22) Renae emphasizes the significance of accepting and being present in one's current situation. Living in Duality (01:00:58) Kimberly highlights the importance of embracing paradoxes in life and business. Crowning Yourself (01:01:19) Renae shares her ritual of self-care and how it reflects self-value and respect. Valuing Self-Care Practices (01:02:54) Renae explains how taking care of her appearance is now an act of self-love. Finding and Working with Renee (01:03:49) Kimberly inquires about how listeners can connect with Speaker 1 for further engagement. Closing Remarks (01:04:08) Kimberly thanks Renae and encourages listeners to embrace their sovereignty and create impactful lives. Mentions + Additional Resources: Tools and Techniques "Breathwork": "00:09:36" "Tea Morning Practice": "00:10:32" "Nervous System Regulation Techniques": "00:08:03" "Moon Navigation": "00:20:03" "Menstrual Cycle Awareness": "00:40:05" "Human Design": "00:48:19" "Nervous System Regulation": "00:48:19" "Tart Cherry Juice": "00:50:45" "Magnesium": "00:50:45" "Dry Brushing": "01:01:19" Websites and Resources "Crown Yourself": "00:00:29" "Renee's Instagram": "01:03:49" "Renee's Website": "01:03:53" "Cycle Advantage Podcast": "01:03:53" "Greatest Places Podcast": "01:03:53" Books and Authors "Lisa Bilyeu": "00:16:55" "Brave" (Movie) - Character: Meredith: "00:57:18" "Oprah Winfrey": "00:57:55" General Concepts "Menstrual Cycle Awareness": "00:01:11" "Hormonal Changes and Their Impact": "00:02:09" "Cortisol and Stress Management": "00:06:12" "Understanding the Four Phases of the Menstrual Cycle": "00:17:02" "Rest as Productive": "00:23:23" "Discipline vs.": "00:25:16" Notable Mentions "Tony Robbins": "00:25:16" "Beachbody Workouts": "00:25:16" "What can I do?": "00:46:46" "Trusting yourself": "00:49:39" Key Phases of the Menstrual Cycle "Menstruation Phase": "00:21:07" "Follicular Phase": "00:21:07" "Ovulatory Phase": "00:21:07" "Luteal Phase": "00:21:07" Connect with Renae Fieck WEBSITE: https://renaefieck.com/ SOCIAL MEDIA LINKS FACEBOOK: https://www.facebook.com/risingmoms/ INSTAGRAM: https://www.instagram.com/renaefieck/ TWITTER: https://x.com/renaefieck PINTEREST: https://www.pinterest.com/renaefieck/ LINKED IN: https://www.linkedin.com/in/renaefieck/ YOUTUBE: https://www.youtube.com/c/RenaeFieck APPLE PODCASTS: https://podcasts.apple.com/us/podcast/the-cycle-advantage/id1451157582 Transcript: For a full episode transcript, it can be found here. Sharables: For sharable images, quotes, and other social media posts to add some royal sparkle to your socials (with proper tagging and credit, of course), they can be found here. ____________

SummaryMercedes Fernandez, a geriatric kinesiologist, shares her experiences and insights on caring for aging adults. She emphasizes the importance of empathy, compassion, and understanding while caring for older adults.Mercedes also provides tips for caregivers, including the need for self-care and finding support from other caregivers. She highlights the availability of resources and assistance for caregivers and encourages caregivers to give space to aging adults to maintain their independence. Mercedes expresses gratitude for the opportunity to help others and encourages everyone to smile and connect with others.Chapters00:00 Introduction and Background01:09 Lessons from Having an Aging Adult Family Member03:11 The Cyclical Nature of Aging04:31 Tips for Taking Care of an Elderly Relative06:20 The Importance of Self-Care for Caregivers08:29 Available Assistance for Caregivers12:08 Balancing Independence and Assistance19:06 Mercedes' Work and Contact Information22:20 Gratitude and Parting WordsConnect with Mercedes: Website#Caringforolderadults #Caregivertips #eldercarehttps://solomomstalk.mysites.io/podcast-2-copy/expert-tips-on-caring-for-older-adults-w-mercedes-fernandez This podcast is hosted by Captivate, try it yourself for free. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

n this episode of the EUVC podcast, Andreas discusses with Carlos Eduardo Espinal , Managing Partner at Seedcamp.Carlos Eduardo Espinal is a Managing Partner at Seedcamp, arguably, Europe's leading seed fund, first launched in 2007 to support European entrepreneurs truly compete on a global scale. With investments in over 460 companies including publicly listed Romanian-founded, UiPath, Wise and unicorns Revolut, wefox and Pleo. Carlos is a published author, fellow podcaster and has been on the Forbes Midas List as one of the most influential VCs in Europe for more or less as long as yours truly has been alive.In today's discussion, we're talking about the third edition of the "Fundraising field guide" the latest startup founder's guide to all things fundraising launched by Carlos. This third edition captured a very interesting period in VC, marking the completion of VC market's full fundraising cycle.The first edition of the book was written during the linear growth curve of the post-2008 era. The second during the “bubble” in valuations formed post-COVID where we saw large injections of capital into private markets leading to an exponential growth period for startups. This third edition covers the collapse of that “bubble”, and highlights common pitfalls you should avoid as an early-stage founder (such as taking too much money).Go to eu.vc for our core learnings and the full video interview

My links: My Ko-fi: https://ko-fi.com/rhetoricrevolution Send me a voice message!: https://podcasters.spotify.com/pod/show/liam-connerly TikTok: ⁠https://www.tiktok.com/@mrconnerly?is_from_webapp=1&sender_device=pc⁠ Email: ⁠rhetoricrevolution@gmail.com⁠ Instagram: https://www.instagram.com/connerlyliam/ Podcast | Latin in Layman's - A Rhetoric Revolution https://open.spotify.com/show/0EjiYFx1K4lwfykjf5jApM?si=b871da6367d74d92

In this episode, I have an enlightening conversation with Youssef Abdelhalim about thriving in the ever-changing, cyclical loan industry. Youssef brings his wealth of knowledge and experience to discuss strategies for staying resilient and adaptable through market fluctuations. We'll cover how to get out of a downward emotional spiral, build systems and processes that make fans out of your clients and bring in referral business no matter what the market is doing. Tune in to gain practical tips and insights that will help you navigate the industry's ups and downs, ensuring long-term success for you and your team.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.com00:15 - Meet Youssef03:15 - Handling the Shift in the Market05:30 - Getting Out of the Woe is Me Phase08:00 - The Loan Strategy Call09:25 - The Cyclical Nature of the Loan Industry13:15 - What Youssef Does to Bring In More Business18:30 - Handwritten Notes21:30 - Get Comfortable with Being Uncomfortable26:15 - The Power of Positivity30:50 - Youssef's Audacious Goal35:25 - Self Talk

 Philosophical Conversations on the Meaning of Life with JoelBouchard | Dead America Podcast     Join Ed Watters in an enlightening discussion with JoelBouchard, a doctoral student in psychology and host of the podcast 'FromNowhere to Nothing'. They dive deep into philosophical and psychologicalquestions surrounding the meaning of life, the relationship between humans andtheir environment, and how modern technology impacts our cognitive abilities.Joel explores various theories, including Stephen Hawking's viewpoint on theuniverse and the concept of intelligent design, while also discussing theimplications of new technologies on our mental health and societal structures.Tune in to this thought-provoking conversation that challenges current understandingsand encourages a deeper exploration of life's big questions.     00:00 Introduction: The Power of Education  00:54 Meet Joel Bouchard: A Multifaceted Scholar  01:48 Exploring Psychology and Philosophy  02:03 The Big Questions: Why Are We Here?  04:50 The Anthropic Principle and Multiverse Theory  25:02 The Hedonic Treadmill and Technology's Impact  27:18 Cultural Differences and In-Group Identification  34:03 The Beginning of Everything: Big Bang vs. IntelligentDesign  47:00 The Cyclical Nature of the Universe  52:13 The Importance of Open-Minded Conversations  56:57 Conclusion: Embracing the Journey of Understanding     https://jbouchard.podbean.com/     https://podcasts.apple.com/us/podcast/from-nowhere-to-nothing/id1444343951?uo=4     https://podmatch.com/guestdetail/jbouchard  

Patrick explores a cost-effective and highly effective advertising strategy for artists, photographers, and creatives. He discusses the limitations of social media ads for art promotion and introduces the concept of using postcards for direct mail marketing. Drawing inspiration from a local kid's creative marketing approach, Patrick outlines how artists can leverage postcards to gain local visibility and generate interest in their work. He provides practical tips on what to include on the postcards, ways to make them visually appealing, and how to distribute them effectively. Patrick emphasizes the potential return on investment and encourages creatives to adopt this underutilized marketing technique to boost their business in 2024. Chapters (00:00) Introduction to Creative Advertising for Artists (00:48) The Power of Local Marketing (01:34) Real-World Marketing Inspiration (02:57) The Cyclical Nature of Advertising Trends (04:36) Challenges with Social Media Ads (05:26) Reviving Direct Mail Marketing (07:24) Practical Steps for Postcard Marketing (14:13) Designing an Effective Postcard (23:26) Final Thoughts and Encouragement   Links Vista Print Link Google Voice Image of my Neighbors Postcard Stay Up To Date With The Latest https://linktr.ee/artmarketingpodcast  

  In this episode of 'Stories from the Cellar,' we catch up with Trizanne Barnard of Trizanne Signature Wines from South Africa's Cape South Coast. We discuss current wine consumption trends and Trizanne shares her profound 'aha moment' with wine on a secluded beach, diving for oysters, solidifying her passion for the wine industry. In ten minutes, this episode perfectly captures the essence of who Trizanne is: a down-to-earth winemaker with a fierce love of the ocean and a total disinterest in status or scores. If you're looking for humble wines of place, Trizanne Signature Wines is a label for you.   01:01 Wine Consumption Trends 01:21 Generational Differences in Wine Preferences 02:58 The Cyclical Nature of Wine Trends 06:06 Trizanne's Aha Moment 09:22 Wine is Personal   Hosted by Charlotte Alsaadi. Special thanks to SNACKTIME for the music!  Vine Street Imports Instagram  |  Website 

Send us a Text Message.Join us as we dissect the intricacies of McCarthy's writing style, from its absence of punctuation to its biblical undertones, and uncover how these elements shape the narrative's profound impact.In our discussion, we unravel the complexities of the characters, particularly the enigmatic figure of the judge, and explore how violence intertwines with their development. From the haunting deserts of the American Southwest to the depths of the human psyche, we delve into the book's exploration of the thin line between civilization and chaos.With each page, Blood Meridian forces us to confront the darker aspects of humanity, raising questions about the nature of evil and the blurred boundaries between the natural and supernatural. Our conversation navigates through the cyclical nature of violence, the impact of repetition, and the haunting beauty of McCarthy's prose.Join us as we reflect on the lasting legacy of Blood Meridian and compare its reception to other works in the literary landscape. Whether you're a seasoned fan or discovering McCarthy's world for the first time, this episode offers fresh insights and perspectives that will leave you questioning the very essence of humanity.Tune in to explore the depths of violence, humanity, and the supernatural in Cormac McCarthy's Blood Meridian.Find Carl D. Albert: https://www.amazon.com/Truth-Crowns-Book-One-Eternal-ebook/dp/B0BY5T8Z9NFind Chris: https://www.youtube.com/@chrismohanFind Varsha: https://www.youtube.com/@ReadingByTheRainyMountainSupport the Show.PageChewing.comPAGECHEWING: Comics & Manga PodcastFilm Chewing PodcastBuy me a coffeeLinktreeLogo by The GlimmerTwin Art HouseJoin Riverside.fm

In this episode we'll discuss how to get out of the hamster wheel of loneliness, and navigate out social connections well.Support the Show.

Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built their own empire. And it's one well worthy of a discussion as you'll hear.  To break down AMETEK, I'm joined by Nael Fakhry, Co-CIO of the Osterweis Capital Management Growth and Income Strategy. Nael has spent a significant amount of time around AMETEK from the early 2000s until today. Please enjoy this breakdown on AMETEK. Listen to Mitch Rales talk about Danaher on Art of Investing. Interested in hiring from the Colossus Community? Click here. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account. This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Partners (00:01:40) Welcome to Business Breakdowns (00:03:52) An Overview of Ametek (00:05:17) Ametek's Diverse Product Range  (00:12:09) Ametek's history: From Bankruptcy to Industrial Dominance (00:21:22) Ametek's Growth Model: Innovation, Acquisitions, and Global Expansion (00:26:23) Understanding Ametek's Finances (00:30:37) Exploring Revenue Growth and Margin Expansion (00:31:10) Incremental Margins and Cyclical Nature of the Business (00:32:07) Operational Excellence (00:34:35) Decentralized Approach (00:36:21) The Role of Acquisitions (00:37:33) Challenges and Risks (00:39:45) Capital Allocation (00:46:55) Evaluating Cyclical Business Performance and Resilience (00:49:27) Dividend Policy (00:50:44) Valuation and Growth Sustainability (00:54:41) Key Lessons Learn more about your ad choices. Visit megaphone.fm/adchoices

This is the first episode of a five-part series on The Daily Coffee Pro by Map It Forward Podcast, hosted by Map It Forward founder, Lee Safar.Our guest for this series is US-based industry veteran, Madeleine Longoria Garcia. Having returned from the SCA Expo in Chicago, this series is focused on exploring 'The Conversations We're Not Having in Coffee That We Should Be Having". In this episode of the series, Madeleine and Lee have a reflective conversation on the state of the coffee industry, sparked by observations from the recent Expo in Chicago. They discuss the noticeable excess and lavish spending within the industry, questioning the sustainability and message being conveyed to the outside world when equipment manufacturers are emboldened to create 24 ct gold espresso machines while the majority of the supply chain is in crisis. Madeleine shares her experiences and concerns as a veteran in the coffee world, touching upon topics like direct trade, the cyclical nature of new and exciting industry participants, and the need for actionable change beyond conversations. They also delve into the broader implications of the coffee crisis, the role of large corporations, and the impact of industry events like expos on new and existing business owners. The conversation calls for a reevaluation of priorities within the coffee community, focusing more on meaningful action and support for producers to ensure the industry's future sustainability.00:00 Intro: Reflecting on the Excess of the Coffee Industry00:55 Coffee Consultant Workshop02:13 Diving Deep into Expo Experiences and Industry Realities06:17 The Stark Contrast of Expo Parties and Industry Challenges17:03 Exploring the Cyclical Nature of Coffee Industry Enthusiasm21:17 Addressing the Crisis in the Coffee Industry37:29 Concluding Thoughts and a Call to ActionConnect with Madeleine Longoria Garcia here:https://www.linkedin.com/in/madeleinelg/ https://www.instagram.com/madeleine.mlg/ •••••••••••••••••••••••••••••••• The Daily Coffee Pro by Map It Forward Podcast Host: Lee Safar https://www.mapitforward.coffee https://www.instagram.com/mapitforward.coffee https://www.instagram.com/leesafar ••••••••••••••••••••••••••••••••

This is the first episode of a five-part series on The Daily Coffee Pro by Map It Forward Podcast, hosted by Map It Forward founder, Lee Safar.Our guest for this series is US-based industry veteran, Madeleine Longoria Garcia. Having returned from the SCA Expo in Chicago, this series is focused on exploring 'The Conversations We're Not Having in Coffee That We Should Be Having". In this episode of the series, Madeleine and Lee have a reflective conversation on the state of the coffee industry, sparked by observations from the recent Expo in Chicago. They discuss the noticeable excess and lavish spending within the industry, questioning the sustainability and message being conveyed to the outside world when equipment manufacturers are emboldened to create 24 ct gold espresso machines while the majority of the supply chain is in crisis. Madeleine shares her experiences and concerns as a veteran in the coffee world, touching upon topics like direct trade, the cyclical nature of new and exciting industry participants, and the need for actionable change beyond conversations. They also delve into the broader implications of the coffee crisis, the role of large corporations, and the impact of industry events like expos on new and existing business owners. The conversation calls for a reevaluation of priorities within the coffee community, focusing more on meaningful action and support for producers to ensure the industry's future sustainability.00:00 Intro: Reflecting on the Excess of the Coffee Industry00:55 Coffee Consultant Workshop02:13 Diving Deep into Expo Experiences and Industry Realities06:17 The Stark Contrast of Expo Parties and Industry Challenges17:03 Exploring the Cyclical Nature of Coffee Industry Enthusiasm21:17 Addressing the Crisis in the Coffee Industry37:29 Concluding Thoughts and a Call to ActionConnect with Madeleine Longoria Garcia here:https://www.linkedin.com/in/madeleinelg/ https://www.instagram.com/madeleine.mlg/ •••••••••••••••••••••••••••••••• The Daily Coffee Pro by Map It Forward Podcast Host: Lee Safar https://www.mapitforward.coffee https://www.instagram.com/mapitforward.coffee https://www.instagram.com/leesafar ••••••••••••••••••••••••••••••••

Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy.   Listen now and learn:   How often you should expect corrections and bear markets The primary long-term driver of stock returns The importance of understanding the conflicts of experts giving advice    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [02:25] Investing at All-Time Highs [04:47] Market Cycles and Volatility [11:20] The Limits of Market Timing [17:52] The Cyclical Nature of Stocks [24:19] The Connection Between Stocks and Earnings

"Truth comes from love. It doesn't come from any of the stories of the ego." -Pippa

The podcast episode features a conversation between Stewart Alsop III and his father, Stewart Alsop II, and their guest, Joe Schoendorf from Accel, a prominent venture capital firm. Joe shares his insights on the transition from the early PC computing industry to the rise of the internet and eventually to the AI revolution. They discuss factors like the creation of the cloud, AI, and other technological tools that have greatly accelerated the speed of innovation. The podcast also covers the history of Silicon Valley, the evolution of venture capital, and the roles of today's young CEOs in tech startups. Stories recalling specific incidents from Silicon Valley's history and influential personalities, like Mark Zuckerberg, are also shared. Timestamps 02:04 The Start of the Interview with Joe Schoendorf 02:40 The Journey into Venture Capitalism 04:04 The Story of Joe Schoendorf and Apple 05:28 The Evolution of the Computer Industry 11:07 The Transition from Instruments to Computers: Hewlett Packard 17:17 The Rise and Fall of Tech Giants 21:23 The Emergence of AI and the Future of Tech 26:17 Recognizing Patterns in Business 27:02 The Origin of Silicon Valley 27:10 The Story of William Shockley 32:14 The Impact of the Consciousness Revolution on the Computer Industry 35:06 The Evolution of Silicon Valley and the Role of AI 40:34 The Journey to Accel and the Facebook Investment Key Insights The Evolution of Silicon Valley and Venture Capital: The episode highlighted the historical context of Silicon Valley's evolution, emphasizing the shift from hardware and instruments to software and the internet. Joe Schoendorf shared anecdotes from his career to illustrate this transition, including his experiences with companies like HP and Apple. This reflects the broader trend of technological innovation driving economic and cultural shifts, underscoring the importance of adaptability and foresight in the tech industry. The Probabilistic Nature of AI Compared to Deterministic Computing: One of the central discussions revolved around the difference between traditional computing and AI. The past 50 years of computing were deterministic, where outcomes are predictable and repeatable. In contrast, AI is probabilistic, offering a different approach to problem-solving and innovation. This distinction underscores AI's potential to enhance personal agency through technology, promising a future where technology adapts to and learns from human behavior. The Importance of Young Talent in Shaping Technology's Future: Schoendorf pointed out that the key to predicting the future of technology lies in understanding where smart, young people choose to work. Unlike 20 years ago, when the aspiration was to work for established tech giants, today's talent is more inclined towards startups, especially in AI. This shift indicates a potential for significant disruption and the emergence of new leaders in the tech industry, as was seen in the transition from mainframes to personal computers and now to AI. The Role of the Cloud in Enabling AI: The conversation highlighted the cloud's pivotal role in AI's development. By providing a centralized repository of digital information that can be efficiently retrieved and processed, the cloud has made it possible to train AI systems in ways that were previously unattainable. This has led to rapid advancements in AI technology and its applications, signaling a new era of innovation driven by data accessibility and computational power. The Cyclical Nature of Technological Disruption and Leadership: Schoendorf reflected on the historical pattern where incumbents rarely survive major platform shifts, citing examples from the transitions from mainframes to minicomputers, and then to personal computers and the internet. This pattern suggests that the current AI revolution will likely give rise to new industry leaders, emphasizing the importance of innovation and adaptability in maintaining competitive advantage.

Key topics in today's conversation include:Introducing Lewie and the topics for the episode (2:17) Driver shortage or driver turnover? (4:08)Challenges Faced by Truck Drivers (7:16)Impact of Regulations on Driver Retention (12:12)Need for Driver Education and Training (16:18)Cyclical Nature of Trucking Industry (19:35)Future of the Trucking Industry (21:56)The value of trucking (22:39)Company's responsibility to drivers (25:01)Driver's time and pay (28:08)Advocacy for truck drivers (30:22)Joining OOIDA (31:52)Appreciation for truck drivers (33:34)Oakley Trucking is a family-owned and operated trucking company headquartered in North Little Rock, Arkansas. For more information, check out our show website: podcast.bruceoakley.com.

In this inspiring episode of Unsubscribe, Avani Jain dives into the concept of resilience and transformation, drawing parallels between the Japanese art of Kintsugi and life's challenges. She shares a personal story about a cherished teacup and how its repair symbolizes the beauty in rebuilding and transforming our lives and businesses. This episode is a profound exploration of embracing change, finding strength in vulnerability, and the cyclical nature of human transformation.Today on Unsubscribe:The Power of Timing and Environment in Content Creation: Avani discusses how recording after a workout enhances her podcasting experience.The Philosophy of Kintsugi and Personal Growth: A deep dive into how the art of repairing broken pottery mirrors our ability to heal and grow from life's challenges.The Cyclical Nature of Human Transformation: Avani explores the stages of breaking, healing, and rebuilding in both personal and professional contexts.Rebuilding Matcha Design Labs: Insights into how a key team member's departure triggered a transformative journey for Avani's agency.The Importance of Mental Space and Silence for Healing: Emphasizing the need for introspection and quietude in the process of personal and professional rebuilding.Connect with Avani:Unsubscribe Practice Free Notion Journaling Template - http://avanimiriyala.com/unsubscribeConnect with Avani on Instagram (be sure to catch her Stories!!) http://instagram.com/avanimjain Website: www.avanimiriyala.com

Footballguys staff writer Adam Harstad joins RSP Film and Data as Matt Waldman's cohost for the 2023 football season to discuss practices that will make you a better fantasy GM and NFL fan. There are a lot of excellent writers and analysts in the fantasy industry. There are few that I hold in as high a regard as Adam. He's a forthright human being with a tremendous intellect whose approach to analysis in this space differs from most. He's also an excellent fantasy GM in re-draft and dynasty formats. Unlike Dwain McFarland, whose work delves into the statistical process, Adam spends a lot of time examining results and dealing with broad themes of decision-making that help us become better fantasy players and fantasy analysts. Topics Is the NFL game beginning to favor smaller RBs and is this even new? Why the NFL game vacillates between system-dominant and talent-dominant eras. The fallacy of the label "system quarterback." Is Lamar Jackson more of a system quarterback than Brock Purdy? Why that's not a knock on either player. The NIL's potential impact on NFL player development. The hypocrisy of liking the NFL and hating college football but not caring about the contradiction. And of course, if you want to know about the rookies from this draft class, you will find the most in-depth analysis of offensive skill players available (QB, RB, WR, and TE), with the 2024 Rookie Scouting Portfolio for $21.95–currently available for $19.95 via early-bird discount that runs through December 21, 2023.   Matt's new RSP Dynasty Rankings and Two-Year Projections Package is available for $24.95 If you're a fantasy GM interested in purchasing past publications for $9.95 each, the 2012-2023 RSPs also have a Post-Draft Add-on that's included at no additional charge.   Best yet, proceeds from sales are set aside for a year-end donation to Darkness to Light to combat the sexual abuse of children.