Podcasts about d podcast

In this episode of Lead-Lag Live, I sit down once again with Si Katara, Founder and CEO of TappAlpha, to dive deeper into how daily option overlays are redefining the balance between growth, income, and risk management.Since our last conversation, markets have shifted fast. AI valuations have cooled, volatility has returned, and investors are rethinking how to generate income without sacrificing upside. Si shares how TappAlpha's TSPY and TDAQ ETFs are thriving in this environment, giving advisors and investors precision, flexibility, and true control over their equity exposure.In this episode:– Why volatility-based income is replacing bond-based income as rates fall– How daily options overlays outperform traditional 30-day strategies– The “pilot course correction” analogy that defines TappAlpha's edge– What makes TSPY and TDAQ fundamentally different from other covered call ETFs– How TappAlpha is scaling to new products, including light-levered and weekly-pay ETFsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China's equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China's market narrative after years of pessimism.In this episode:– Why China's cloud and AI revenue growth is outpacing expectations– How anti-involution policy is stabilizing competition and lifting margins– Why global investors — especially Europe and Asia — are rotating back into China– Where KWEB sees opportunity across online video, entertainment, and emerging tech– Why semiconductor valuations demand caution despite the broader tech rebound– How the Trump–Xi détente may open the door to further policy normalizationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations.In this episode:– Why emerging markets are regaining leadership after a decade of underperformance– How tech and e commerce have reshaped the EM index composition– The valuation divergence between US tech and EM tech– Why ADR volatility distorts fundamentals and why local shares matter– How investors should size EM exposure and position KEMQ in a portfolioLead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

This episode is sponsored by Deel.Ensure fair, consistent reviews with Deel's calibration template. Deel's free Performance Calibration Template helps HR teams and managers run more equitable, structured reviews. Use it to align evaluations with business goals,reduce bias in ratings, and ensure every performance conversation is fair, consistent,and grounded in shared standards.Download now: www.deel.com/nickdayIn this episode of the HR L&D Podcast, host Nick Day sits down with Dani Woods to explore how high performing HR and payroll professionals can overcome fear, step into visibility, and lead with confidence in an AI driven world. The conversation examines why so many talented HR pros feel stuck or overlooked, how imposter syndrome holds people back, and what it really takes to build momentum and credibility as a modern HR leader.You will hear clear career acceleration frameworks including how to translate your impact into next level roles, how to build your personal board of advisors, how to lead large scale HR and payroll implementations with confidence, and how to shift from doing the work to moving work through others. Dani also shares practical guidance on overcoming visibility fear, navigating self doubt, using AI as an amplifier rather than a threat, and positioning yourself for leadership in a changing HR landscape.Whether you are an HR leader, payroll specialist, HRIS professional, or an ambitious people practitioner ready to progress, this conversation will help you break through career stagnation, build genuine leadership presence, and thrive in an AI enabled future of work. Expect actionable insights to strengthen your influence, elevate your visibility, and create the momentum needed to unlock meaningful career growth.For those of you who'd like to connect with Dani, you can find her on LinkedIn, and don't forget to check out her work at LotusWelle by visiting lotuswelle.com Nick Day's LinkedIn: https://www.linkedin.com/in/nickday/Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9eaSign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e7

Welcome to Botched: A D&D Podcast! The Slobinski Twins come back from their job to find out their bosses are not too pleased with their performance and they're going to have to send someone to finish the job.In the meantime, Patches has hit the docks to hire some adventurers to somehow revive Orlok from Death's grips.Will these new adventurers be successful? Will there be close up magik? Will the Slobinski's get paid for their shitty job? Find out today on Botched!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠⁠Botched Archives⁠⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠⁠Botched Podcast⁠⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠⁠Twitter⁠⁠⁠⁠, ⁠⁠⁠⁠Instagram⁠⁠⁠⁠, subscribe on ⁠⁠⁠⁠Youtube⁠⁠⁠⁠, like us on ⁠⁠⁠⁠Facebook⁠⁠⁠⁠.You can watch the show live on ⁠⁠⁠⁠Twitch⁠⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠Hosts: ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠, ⁠⁠⁠⁠Steve⁠⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, Toaster Bath and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠⁠Music by ⁠⁠⁠⁠⁠Gozer⁠

What's Up #TradeCrew! This week on the HVAC R&D Podcast we're joined by Tyler Dreisbach, a Louisville Kentucky based installer and journeyman and a rising star in the social media HVAC scene. Tyler has been making a name for himself with his trademark refrigerant line bends and clean install videos and posts on Instagram and is now even branching out into YouTube. From his move from the restaurant industry to HVAC, Tyler shares his story and brings real world perspective on:

In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market's next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he's seeing risk and reward as we head into 2025 and 2026.Topics covered:• AI and the “Magnificent 8” valuations• The Fed's next moves and rate outlook• Why small caps and value may shine in 2026• Dividend income ideas: ICAP, SCAP, PFFA• Where investors are getting the narrative wrongLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#MarketOutlook #InvestingInsights #StockMarket2025 #EconomicOutlook #InterestRates #FedPolicy #leadlaglive #jayhatfieldStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Welcome to Botched: A D&D Podcast! As fog slowly creeps into the island, our adventurers try to find some respite in the tavern.They're still investing the source of the fog while trying not to get creeped out by the local zeluts Will they survive, will Cthulhu come to brunch? Will Hammond Chamberlain⁠ ever join us again? Find out today on Botched.We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠⁠Botched Archives⁠⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠⁠Botched Podcast⁠⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠⁠Twitter⁠⁠⁠⁠, ⁠⁠⁠⁠Instagram⁠⁠⁠⁠, subscribe on ⁠⁠⁠⁠Youtube⁠⁠⁠⁠, like us on ⁠⁠⁠⁠Facebook⁠⁠⁠⁠.You can watch the show live on ⁠⁠⁠⁠Twitch⁠⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠Hosts: ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠, ⁠⁠⁠⁠Steve⁠⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, Toaster Bath and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠⁠Music by ⁠⁠⁠⁠⁠Gozer⁠

In this exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies.They unpack:- Why rates are headed lower (and what it means for investors)- How YieldBoost ETFs work and generate high income- The truth about NAV erosion and downside protection- What a diversified income portfolio could look like in 2025- How investors are rethinking “safe yield” in a new market eraLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#YieldInvesting #OptionsIncome #ETFs #HighYield #Investing #Finance #LeadLagReport #GraniteSharesCompleted Thumbnail (KseniyaStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

In this special Take Your Kid to Work Day edition of Lead-Lag Live, Grade 9 student Ezra Briski steps in as host to explore this year's theme: Lift Up Your Future — how the choices we make today shape the opportunities we have tomorrow. Ezra sits down with Seth Cogswell, Founder and Managing Partner at Running Oak Capital, to discuss why starting early with money and investing can change your entire life's trajectory.In this episode, Seth shares:– Why compounding is like a superpower for people who start young– The lesson: “Easy choices, hard life. Hard choices, easy life.”– How to think of money as a tool, not something to chase– Why discipline matters more than picking the perfect stock– How to avoid “today's impulse” stealing “tomorrow's possibilities”– Why reading and learning from others is the cheat code to growing faster– The importance of minimizing distractions and building real-world confidenceThis episode is about building habits, not hype.It's about learning to value your future self — and taking steps now that make life easier later.Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #SethCogswell #RunningOak #FinancialLiteracy #InvestingYoung #CompoundInterest #Discipline #LiftUpYourFuture #TakeYourKidToWorkDayStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Here on BattleTactics Tuesday: A Battlefield Podcast, we talk strictly about Battlefield and our experiences playing it. But, on TableTalk Friday: A D&D Podcast, we have a discussion this week on how we can make games so emotional that our players will cry. There's also a lot of discussion about recent scheduling issues, creative character ideas, and more!Support the show

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn't crashed, and why the next market move could surprise to the upside.Jay breaks down:Why the Fed has caused nearly every post-WWII recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 target of 7,000 for 2025Bullish takes on housing, tech, small caps, and preferredsWhy regional banks and credit fears are overblownHis contrarian forecast for the U.S. dollar and Treasury yieldsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlookStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to unpack how global-macro investing helps investors prepare for uncertainty — not predict it.From his Halloween-candy analogy on diversification to the risks hiding behind record valuations, Brad explains why hope isn't a strategy, why true diversification means non-correlation, and how the Dynamic Alpha Macro Fund aims to thrive when others panic.In this episode:– Why diversification today often means being “badly diversified”– How global macro can hedge against high valuations and volatility– Why the Dynamic Alpha Macro Fund (DYMAX) is built for flexibility– How technicals and fundamentals work together in a macro framework– Why investors need multiple drivers of return, not just hopeLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise#LeadLagLive #DynamicWealthGroup #GlobalMacro #Investing #Diversification #Markets #DYMAXStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Learn more about Michael Wenderoth, Executive Coach: www.changwenderoth.comThere's a huge chance you're being passed over for top jobs – and you're not even aware of it. How has AI changed recruiting and job search, and what does that mean for you? In this episode of 97% Effective, host Michael Wenderoth speaks with Nick Day, founder and CEO of JGA Recruitment Group, a leading global recruiter and payroll advisory based in the UK. Nick provides sharp, practical advice on how to be visible, stand out, and land your dream job in an increasingly competitive talent market, where recruiters and other job seekers are increasingly using AI. He talks about the two versions of your CV that you most need, suggests you answer problems that aren't being advertised, and explains why visibility is the currency of credibility in today's job market. You'll leave this episode with a strong understanding of AI's impact on job seekers – and a much deeper appreciation for the human touch that will get you the best results.SHOW NOTES:What Nick's social post about Costa Rica this summer reveals about him – and JGA“Done Lists” and how Nick sets his intentions each dayHow fear disguises itself as wisdom: Nick's hard truth about AI and the current job marketWhat's the right depth and place to “jump in” learning about AIWhy great job candidates are being left in the coldTip#1: Optimize yourself for the algorithms – and produce two versions of your resume.What?! How excellent candidates with high level strategic resumes are getting rejectedTip#2: Make sure to add that personal element to your CV, because everyone's submitting the “perfect” resumeTip#3: The 3 necessary approaches to getting your dream jobHow “easy apply” is overwhelming recruiters and ensures top candidates never get the lookTip#4: Go back to basics and cater your CV to a position – and tell a story that shows your value“Answer a problem that isn't being advertised”Your CV/resume is the most important document you will ever writeWhy most CV/resume services are a big waste of moneyTip#5: Have an achievement section at the top of your CV – don't wait for the recruiter to find them on page 2Michael's highlight: How Nick's job search tips are also best practice that help you get promoted“The important bits” that Nick says we should save for the interview (and not put on the resume)The importance of generating connectionTip#6: Treat your job as a campaign, not as a checkboxWhere Nick sees AI systems doing more harm than goodTip#7: Change your resume for the position, but also change your persona for the person that's interviewing youHow to be creative – but not lie – in your resume, to helps you work with the algorithm, even if don't have the exact experienceGetting over imposter syndrome to become your biggest advocateTip#8: The most underrated skill in business is storytelling“Visibility is the currency of credibility”Reaching Nick: No AI, no PA's. Nick responds personally!BIO AND LINKS:Nick Day is a globally recognised HR and payroll authority with over 20 years of experience leading the sector through innovation, insight and influence. As CEO and founder of JGA Recruitment Group, Nick has built one of the most respected payroll and HR talent consultancies in the UK and abroad. Nick's voice reaches tens of thousands of professionals through his acclaimed platforms: The Payroll Podcast, the H&R L&D Podcast, and the Mindful Paths Podcast.Nick on LinkedIn: https://www.linkedin.com/in/nickday/?originalSubdomain=ukJGA Recruitment Group: https://jgarecruitment.comNick's post on his daughter, in Costa Rica: https://tinyurl.com/2s3f3n7jWalk the Camino Santiago: https://en.wikipedia.org/wiki/Camino_de_Santiago“Life Moves Pretty Fast..” (The epic line, from Ferris Bueller): https://tinyurl.com/bdns8pa7Nick's Mindful Paths Podcast: https://podcasts.apple.com/us/podcast/mindful-paths-podcast/id1682002299Done Lists: https://tinyurl.com/2s3hrdfdAs an Algorithm Blocking Your Job Search? (WSJ Podcast): https://tinyurl.com/ujy6yttnBohemiam Rhapsody Flashmob in France: https://www.youtube.com/watch?v=rfUEstWJUkAMichael on Nick's HR L&D Podcast, “Mastering Office Politics: Power, Promotion & Playing to Win: https://www.youtube.com/watch?v=ARVsf7dFOyYMichael's Award-Winning book, Get Promoted: What Your Really Missing at Work That's Holding You Back https://tinyurl.com/453txk74Watch this episode on video, the 97% Effective Youtube channel: https://www.youtube.com/@97PercentEffectiveAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of Lead-Lag Live, I sit down with Will Rhind, Founder and CEO of GraniteShares, to discuss how the firm's YieldBoost lineup is rewriting the rules of income investing.From Tesla to Coinbase, GraniteShares has built a new category of weekly-paying ETFs that deliver institutional-style yield strategies to everyday investors — no options experience required. Will explains how the structure works, why investor demand has exploded, and what's next for the YieldBoost lineup.In this episode:– How GraniteShares' YieldBoost ETFs deliver weekly income– Why Tesla's YieldBoost ETF (TSYY) has become a $400M success– The mechanics behind 150% annualized distribution yields– Why investors want weekly income instead of monthly payouts– How GraniteShares is democratizing institutional yield strategiesLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive  #GraniteShares #YieldBoost #IncomeInvesting #ETFs #Tesla #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

*In this episode: Why Learning Is the Growth Lever Most Companies Fail to Pull*This episode is sponsored by Deel.Ensure fair, consistent reviews with Deel's calibration template. Deel's free Performance Calibration Template helps HR teams and managers run more equitable, structured reviews. Use it to align evaluations with business goals,reduce bias in ratings, and ensure every performance conversation is fair, consistent,and grounded in shared standards.Download now: www.deel.com/nickdayIn this episode of the HR L&D Podcast, host Nick Day sits down with Panos Siozos to show how modern learning becomes a true growth engine. You will hear why “learning as infrastructure” outperforms one-and-done training, where AI fits in L&D, and how customer and employee education power activation, retention, and revenue.The conversation covers practical frameworks you can use today, including how to decentralize content creation to subject matter experts, microlearning and short video tactics, AI assisted authoring for quality at speed, and simple ways to repurpose and translate content globally. You will also learn how to turn L&D from a cost center to a profit center with certifications, customer academies, and data driven onboarding, plus what to measure to prove ROI and reduce support tickets. The episode closes with metacognition tips that help people choose what to learn and why, so knowledge sticks.Whether you are an HR leader, CEO, enablement lead, or L&D professional, this discussion will help you build an always on learning culture, accelerate onboarding, scale expertise with AI, and connect education to concrete business outcomes. You'll upgrade employee experience, improve compliance, and unlock performance across teams.For those who'd like to learn more about Panos and his work, head over to learnworlds.com Nick Day's LinkedIn: https://www.linkedin.com/in/nickday/ Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9eaSign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e7

In this episode of Lead-Lag Live, I sit down with Father Emmanuel Lemelson, activist investor and Orthodox priest, to discuss the intersection of faith, finance, and speculation in an era of market excess.From calling tops in gold and silver to exposing fraud on Wall Street, Fr. Emmanuel argues that modern markets have become spiritually and ethically unmoored — a “Wild West” driven by greed, memes, and misplaced faith in AI. He shares his candid views on what true stewardship means, why hoarding gold is spiritually toxic, and why investors need humility more than hype.In this episode:– Why “stacking” gold is spiritual hoarding, not investing– How AI mania mirrors the dot-com bubble of the '90s– The moral hazard of speculation and market idolatry– Where Fr. Emmanuel still finds real value in equities like Adobe and Flower Foods– Why faith and finance don't have to be at oddsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #FrEmmanuelLemelson #FaithAndFinance #Markets #Investing #Gold #AI #WallStreet #EconomyStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Welcome to Botched: A D&D Podcast! The first mission that our intrepid adventurers have hired someone else to do is underway! These hirelings have gone to the mysterious island of Jeris. They've crashed onto this foggy island and our greeted by the overly friendly locals.Upon landing on the island they make a new ally! This ally is played by the fantastic Hammond Chamberlain! They slowly investigate this town but find that no one is really in a hurry to leave. Why is everyone so nice in this town? What is the religion of this town? Who is this new ally? Why must the party always torture the poor npcs anywhere they go? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, Toaster Bath and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠Music by ⁠⁠⁠⁠Gozer⁠

In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to unpack the strange market dynamic where low-quality, high-debt companies are outperforming — and why that may be setting up one of the biggest long-term buying opportunities in years.From zombie stocks to the passive investing paradox, Seth breaks down why common-sense investing has vanished from today's markets — and how his “buy low, sell high” discipline at Running Oak is bringing it back.In this episode:– Why profitable, high-quality companies are lagging speculative names– What the “buying a Lexus for the price of a Camry” moment means for investors– How passive flows have hollowed out the core of the market– Why most portfolios no longer follow the buy-low, sell-high principle– The mission behind Seth's new educational series Not So Passively AggressiveLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed's latest dovish pivot was inevitable — and what it means for investors heading into 2025.From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom.In this episode:– Why the Fed's “weak labor market” narrative hides a deeper policy flaw– How housing and money supply remain the only leading indicators that count– Why the risk of a boom is higher than the risk of a bust– How AI momentum could supercharge growth in 2025– Where Jay's 7,700 S&P target comes from — and why it's not irrationalLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #JayHatfield #Fed #InterestRates #HousingMarket #AI #Economy #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Welcome to Botched: A D&D Podcast! Now that the dungeon of death has been dealt with, and the adventuring guild has been built, it's time to go on missions! Well, not the main characters anyways. No sense in getting your hands dirty. They're just going to hire out that work!There is an island just off the western coast called Jeris. This is an island renowned for their trade, but since the calamity began, no one has heard from them. Numerous ships have gone looking, but none have come back.These brave adventurers are going to need to procure a ship, and then make it to the island in one piece!Who are these adventurers? Do they have any pertinent skills? Will they find someone brave enough to charter a ship for them? Will they make it to the island safely? What do you call a half woman half manatee? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, Toaster Bath and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠Music by ⁠⁠⁠⁠Gozer⁠

What happens when Dungeons & Dragons decides to give psionics another shot? The RPGBOT.Podcast dives headfirst into the Unearthed Arcana Psion Update—an experiment in psychic power, spell mechanics, and a whole lot of questionable design choices. From the disappointing Life Inversion Field to the glorious chaos of Psychic Scream, the crew breaks down what works, what doesn't, and what might just melt your brain. Join the RPGBOT Patreon Want to listen live as the RPGBOT.Podcast records new Masterclass episodes with tabletop legends like Keith Amman? Join the RPGBOT Patreon and get behind-the-scenes access to discussions, early content drops, and the chance to ask questions during live tapings. Patreon supporters help shape the future of RPGBOT's deep dives into D&D, Pathfinder, and other TTRPG systems. Show Notes In this second half of the RPGBOT.Podcast review of Wizards of the Coast's Unearthed Arcana Psion Update, the hosts dissect the expanded spell list and the mechanics that define the psionic experience. The conversation begins with casual banter—complete with birthday wishes for Randall's mom—before diving deep into D&D's psychic frontier. Each spell gets the RPGBOT treatment, with careful attention to balance, design, and playability. The hosts critique heavy hitters like Abidalzim's Horrid Wilting, explore new mechanics in Bleeding Darkness and Ectoplasmic Trail, and question whether Ego Whip deserves a spot in anyone's spellbook. They also highlight bright spots like Enemies Abound and Intellect Fortress, praising their clarity and efficiency. The discussion doesn't shy away from tough critiques—Life Inversion Field and Life Siphon both fall flat, while the nerf to Mental Prison earns collective groans. Yet, redemption arrives in the form of Psionic Blast and Psychic Scream, which the hosts hail as excellent examples of balanced, high-impact design. Along the way, they examine how intelligence saving throws affect game balance, the evolution of psionics in D&D 5e, and the potential for homebrew fixes. Whether you're a dungeon master looking to integrate psionics or a player hunting for the next big spell combo, this episode offers insight, humor, and deep-cut analysis that only RPGBOT can deliver. Key Takeaways Abidalzim's Horrid Wilting remains underwhelming, suffering from outdated mechanics. Bleeding Darkness and Ectoplasmic Trail raise confusion about their effects and visuals. Ego Whip is compared to Silvery Barbs but feels weaker in execution. Enemies Abound and Intellect Fortress stand out as clear, effective designs. Life Inversion Field and Life Siphon fail to live up to their thematic potential. Mental Prison has been toned down, losing much of its utility. Psionic Blast and Psychic Scream emerge as the strongest new spells. Rolotham's Psychic Lance remains a problematic favorite for DMs. Healing spells in combat continue to suffer from low efficiency. Intelligence saving throws risk skewing spell balance toward niche builds. Telekinetic Crush introduces a new dynamic for psychic damage dealers. The hosts explore spell synergy and suggest tweaks to improve design consistency across psionic abilities. Buy Keith Amman's New Book! Before you wrap your mind around psionics, grab something that's guaranteed to sharpen your tactical instincts—Keith Amman's new book, Making Enemies. It's the perfect gift for DMs, tacticians, and anyone who loves the art of monster strategy. Order it now and surprise your gamer friends this Christmas with the best tool a Game Master can have. Welcome to the RPGBOT Podcast. If you love Dungeons & Dragons, Pathfinder, and tabletop RPGs, this is the podcast for you. Support the show for free: Rate and review us on Apple Podcasts, Spotify, or any podcast app. It helps new listeners find the best RPG podcast for D&D and Pathfinder players. Level up your experience: Join us on Patreon to unlock ad-free access to RPGBOT.net and the RPGBOT Podcast, chat with us and the community on the RPGBOT Discord, and jump into live-streamed RPG podcast recordings. Support while you shop: Use our Amazon affiliate link at https://amzn.to/3NwElxQ and help us keep building tools and guides for the RPG community. Meet the Hosts Tyler Kamstra – Master of mechanics, seeing the Pathfinder action economy like Neo in the Matrix. Randall James – Lore buff and technologist, always ready to debate which Lord of the Rings edition reigns supreme. Ash Ely – Resident cynic, chaos agent, and AI's worst nightmare, bringing pure table-flipping RPG podcast energy. Join the RPGBOT team where fantasy roleplaying meets real strategy, sarcasm, and community chaos. How to Find Us: In-depth articles, guides, handbooks, reviews, news on Tabletop Role Playing at RPGBOT.net Tyler Kamstra BlueSky: @rpgbot.net TikTok: @RPGBOTDOTNET Ash Ely Professional Game Master on StartPlaying.Games BlueSky: @GravenAshes YouTube: @ashravenmedia Randall James BlueSky: @GrimoireRPG Amateurjack.com Read Melancon: A Grimoire Tale (affiliate link) Producer Dan @Lzr_illuminati

Tired of choosing between concentration risk and a painful tax bill? Michael sits down with Med Faber from Cambria Investment Management. We break down a smarter option: using a 351 ETF exchange to convert appreciated, concentrated stock positions into a diversified ETF without triggering taxes. Think of it like a 1031 for public equities—contribute eligible positions at launch, receive ETF shares in return, and let the portfolio rebalance inside the tax-efficient ETF wrapper.We walk through:The exact rules that matterWhy your largest position must be under 25% and your top five under 50%Which assets qualify, and why contributions must happen at the seed stage.You'll hear real examples of prior 351 launches, learn about the upcoming U.S. equal weight fund aimed at breaking the market-cap link, and get a clear timeline: indicate interest, submit holdings, pause trading, transfer positions, and receive ETF shares on day one. We also explain the powerful benefit of multiple cost-basis lots embedded in the ETF, which can make future tax management far more flexible.Along the way, we widen the lens to the current market: elevated U.S. valuations, heavy index concentration in the same handful of megacaps, and a stealth rotation in gold and non-U.S. value strategies. If you've been meaning to diversify but taxes keep you stuck, this is the actionable path. Advisors will find a field guide for client conversations—simple analogies that land, common custodian workflows, and prospecting angles for executives, VC distributions, and direct indexing portfolios.#LeadLagLive  #Cambria #USEW  #IncomeInvesting #Markets #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

This episode is sponsored by Deel.Ensure fair, consistent reviews with Deel's calibration template. Deel's free Performance Calibration Template helps HR teams and managers run more equitable, structured reviews. Use it to align evaluations with business goals,reduce bias in ratings, and ensure every performance conversation is fair, consistent,and grounded in shared standards.Download now: www.deel.com/nickdayIn this episode of the HR L&D Podcast, host Nick Day explores how HR can use AI to become more strategic and more human. The conversation covers where AI truly fits in HR, what changes with the EU AI Act, and how leaders can turn time saved on admin into culture, capability, and impact.You will hear practical frameworks including a simple 4Ps plus 2 model for HR AI, human in the loop hiring, guardrails to reduce hallucinations, and a clear view on when AI must be 100 percent accurate. The discussion also outlines a modern HR operating model with always on self service, plus policy steps for ethical, explainable AI.Whether you are an HR leader, CEO, or L&D professional, this conversation will help you move from pilots to scaled adoption and build an AI ready organization. Expect actionable steps to improve employee experience, strengthen compliance, and unlock productivity and performance across your teams. 100X Book on Amazon: https://www.amazon.com/dp/B0D41BP5XTNick Day's LinkedIn: https://www.linkedin.com/in/nickday/Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9eaSign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e700:00 Intro & Preview02:25 What HR Is For03:54 Why HR + AI Now06:19 AI as Augmentation07:43 HR AI Framework & Use Cases10:14 Guardrails: Hallucinations & Accuracy12:45 Guardrails: Bias & Human in the Loop16:58 Recruiting with AI21:01 EU AI Act for HR25:16 HR Team of the Future25:56 New HR Operating Model31:54 Tools for Culture Change35:35 Rethink Processes

In this episode of Lead-Lag Live, I sit down with Jonathan Shelon, Chief Operating Officer at KraneShares, to unpack how the firm's CLIP ETF delivers monthly income and international diversification — without giving up growth.With covered call strategies back in focus, Jonathan explains why China's tech sector provides more volatility (and therefore more income potential) than traditional U.S. covered call ETFs, and how advisors are blending CLIP with core equity or income portfolios.In this episode:– Why CLIP's monthly distributions stand out from U.S. covered call ETFs– How volatility can be a benefit, not a risk, for income investors– The mechanics behind generating 2% monthly payouts– How CLIP complements both equity and fixed-income allocations– Why KraneShares sees long-term growth in combining KWEB and CLIPLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive  #KraneShares #CLIP  #IncomeInvesting #Markets #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Welcome to Botched: A D&D Podcast! Yup, we're still in this stupid dungeon that Dennis made. More of a meat grinder than a dungeon but I'm not a naming guy, I'm just a dwarf who has the pleasure of going in. Is there any end in sight? Will there be any treasure if we get through this? Will there be a TPK? Did Dennis's mother eat a straight Tylenol diet when she was pregnant with him? Find out now on Botched Podcast! We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠⁠Botched Archives⁠⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠⁠Botched Podcast⁠⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠⁠Twitter⁠⁠⁠⁠, ⁠⁠⁠⁠Instagram⁠⁠⁠⁠, subscribe on ⁠⁠⁠⁠Youtube⁠⁠⁠⁠, like us on ⁠⁠⁠⁠Facebook⁠⁠⁠⁠.You can watch the show live on ⁠⁠⁠⁠Twitch⁠⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠Hosts: ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠, ⁠⁠⁠⁠Steve⁠⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, Toaster Bath and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠Music by ⁠⁠⁠⁠Gozer⁠

In this episode of Lead-Lag Live, I sit down with Sam Nofsinger, General Manager of Brokerage at Public, to discuss how the company's new direct indexing feature is bringing institutional investing tools to everyday investors.For the first time, investors can build their own index, own every underlying stock, and optimize for taxes with just $1,000 minimum. Sam explains how fractional shares, automation, and tax-loss harvesting are transforming what used to be a high-net-worth strategy into something anyone can use.In this episode:– What direct indexing is and how it differs from ETFs and mutual funds– Why customization and tax-loss harvesting matter for long-term returns– How Public's technology makes personalized portfolios accessible to everyone– How fractional shares broke down the biggest barriers to entry– Why the future of investing is personal, automated, and tax-efficientLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive  #Public #DirectIndexing #Investing #WealthManagementStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro landscape, why inflation fears may be overblown, and where the biggest investment opportunities lie as we enter a new market phase.Topics Covered:Why small caps could surge as rate cuts beginThe truth about inflation, the BLS data lag, and money supplyOutlook for the bond market, preferreds, and high-yield creditHow active management can outperform in a cutting cycleWhy “bubbles” might actually be good for investorsSubscribe for more expert market insights and live webinars#FedCuts #Inflation #StockMarket #Investing #JayHatfield #LeadLagLive #InterestRates #Finance #Economy #SmallCaps #Bonds #PreferredStocksStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors.From engineering background to ETF innovation, Katara shares how Tap Alpha's TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating consistent, tax-efficient income in any market environment.In this episode:– Why traditional income products no longer work for investors today– How zero-day options can mitigate risk and boost returns– The math behind daily vs. monthly covered call strategies– Why ETFs solve tax inefficiencies in options-based income– How Tap Alpha is bridging Wall Street strategies for Main Street investorsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #TapAlpha #ETFs #OptionsInvesting #ZeroDTE  #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle.From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed's reliance on lagging data could be investors' biggest advantage — and where long-term value is hiding in plain sight.In this episode:– Why the AI build-out could make natural gas the next big winner– How money supply leads inflation, interest rates, and Fed policy– The “Hatfield Rule” for predicting recessions through housing data– Where small-cap and income investors should be allocating now– Why rotation away from mega-cap tech is already starting to unfoldLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #InfrastructureCapital #Fed #InterestRates #NaturalGas #Energy #Markets #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies.From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shares why the current cycle is still in its infancy and how investors can capture the next phase of growth.In this episode:– Why AI demand is outpacing computing capacity worldwide– How reasoning models are reshaping the AI investment landscape– Why the Magnificent 7 alone won't capture the AI revolution– The importance of balancing infrastructure vs application exposure– How A-GIX connects investors to both public and private AI leadersLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KraneShares  #AI #Markets #TechStocks #AGIXStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest.From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment that echoes the late '90s bubble — and what investors need to watch next.In this episode:– Why the S&P 500's “diversification” is a dangerous illusion– How AI spending is draining the cash that used to reward shareholders– The warning signals in housing and employment data– Why money supply matters more than Fed rhetoric when it comes to inflation– The $500K–$600K tax trap created by the “one big, beautiful bill” and how to avoid itLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Markets #Investing #AI #TaxPlanning #HousingMarket #JobsDataStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Welcome to Botched: A D&D Podcast! A pair of dwarves, messing around in a cemetery, happen to find the entrance to a temple devoted to death! The orcs warned them, but good times called.Now with a tantalizing dungeon near their facility, it must be explored! Not by them of course. They outsource that kind of thing now. Send in the dwarves!There appears to be three different paths. And each one starts off with a very unappealing room. After the group decides on a route, they must then deal with the consequences of that decision.What is waiting for them in this dungeon? Which dwarves are being sent inside? What is in each of these rooms? Will all the dwarves make it out alive? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, Toaster Bath and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠Emily Swan⁠⁠⁠Music by ⁠⁠⁠Gozer⁠

In this episode of Lead-Lag Live, I sit down with Ethan Penner — independent candidate for California governor and a trailblazer in U.S. commercial real-estate finance — to break down what he calls the “collapse of competent governance” in California.From a radical tax overhaul to fixing housing and energy costs, Penner outlines how he'd reverse decades of political decay — and why he believes Gavin Newsom's policies have left the state weaker, poorer, and more divided.In this episode:– Why Penner says there's “absolutely nothing” worth continuing from Newsom's tenure– How a single-tax system could revitalize California's economy– The real drivers of the housing and affordability crisis– How bureaucratic red tape adds $100K+ to every new apartment build– Why leadership grounded in empathy and business discipline matters now more than everLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Join me as I sit down with Greg Jensen, Founder of OptionsAnimal, and Eric Hale, Founder of Trader Oasis, to break down the foundations of smart options trading. After our last deep dive into the collar strategy, we're going back to basics to answer the biggest questions every trader faces.Greg and Eric explain when it's appropriate to buy long options, why naked calls are among the riskiest trades you can make, and how to think through strategies like short puts vs. covered calls. They also reveal why zero DTE options are attracting retail traders, the hidden dangers behind them, and the adjustments that separate professional traders from gamblers.In this webinar:When to buy long calls or puts — and why conviction mattersWhy selling options often beats buying themNaked calls: unlimited risk and real-world horror storiesCovered calls vs. short puts — which strategy really makes senseThe truth about zero DTE options: opportunities vs. catastrophic risksLead-Lag Live Webinars give you exclusive access to deep-dive conversations with industry experts, portfolio managers, and strategists. Subscribe now to gain the insights you need to make smarter, more informed investment decisions.#OptionsTrading #ZeroDTE #CoveredCalls #LeadLagLive #OptionsAnimalStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Imagine the internet's 20-year curve compressed into a few years: costs plummet, capabilities skyrocket, and adoption leaps from novelty to necessity. That's where AI stands today. In this episode, we go deep into the evolution of reasoning models—how chatbots are transforming into agents that plan, code, and act across real workflows. Then, we explore the next frontier: physical AI, humanoid robots designed to operate in human spaces, where the “final mile” of automation requires hands, balance, and judgment.We break down the full AI stack so you can invest with intent:Digital AI: From semiconductors and data centers to secure data infrastructure, code generation, and multimodal systems connecting perception to action.Physical AI: Humanoid ecosystems, including integrators, brains, and bodies. We explain why actuators, harmonic drives, tactile sensors, and manufacturing clusters are today's critical picks-and-shovels plays.Investment insights: U.S. leadership in intelligence and commercialization vs. Asia's manufacturing depth, hype vs. investable opportunities, and a practical portfolio approach balancing concentrated and globally distributed AI exposure. #AI #ArtificialIntelligence #HumanoidRobots #MachineLearning #AgenticAI Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

This episode is sponsored by Deel.Ensure fair, consistent reviews with Deel's calibration template. Deel's free Performance Calibration Template helps HR teams and managers run more equitable, structured reviews. Use it to align evaluations with business goals,reduce bias in ratings, and ensure every performance conversation is fair, consistent,and grounded in shared standards.Download now: www.deel.com/nickdayIn this episode of the HR L&D Podcast, host Nick Day sits down with Matt Leta - digital pioneer, bestselling author, and CEO of Future Works - to explore how leaders can adopt AI effectively within their organizations.Matt shares practical strategies from his book “100X”, explaining how executives can integrate AI without disrupting culture or workflow. He reveals why most AI projects fail, how to overcome fear and resistance, and what it really takes to build an AI-ready business.Whether you're an HR leader, CEO, or L&D professional, this conversation will help you move from hesitation to confident action, using AI to unlock productivity, performance, and innovation across your teams.100X Book on Amazon: https://www.amazon.com/dp/B0D41BP5XTNick Day's LinkedIn: https://www.linkedin.com/in/nickday/Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9eaSign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e7(00:00) Preview(01:17) Introducing Matt Lea(03:21) What “Human Resources” Means in an AI Era(07:37) Why Most AI Projects Fail (and How to Fix It)(12:00) The 100X Framework for Practical AI Adoption(18:19) The LEAP Model: One Hour per Week(20:52) Overcoming Fear & Building an AI-Ready Culture(31:45) Lead Through Value, Not Time(36:30) HR & L&D as AI Transformation Catalysts

In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to explore why traditional portfolio construction is failing investors.From lost decades in the S&P 500 to the dangers of overconcentration, Alex lays out why diversification is more than a buzzword—and how risk parity creates a framework that can withstand both growth and inflation shocks.In this episode:– Why owning the S&P 500 alone exposes investors to hidden– The lessons from the 1970s inflation era and what they mean– How risk parity differs from traditional 60/40– The biggest misconceptions investors have about risk– Practical first steps investors can take to diversifyLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Diversification #RiskParity #Investing #Inflation #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

A record high without the roar—gold has climbed to new territory while the crowd looks elsewhere. We sit down with GraniteShares founder and CEO Will Rind to unpack why this is the most interesting precious metals cycle in years: a quiet surge powered by falling real yields, relentless debt growth, and a decade‑long shift by central banks toward gold as the de facto alternative to the dollar. Will brings rare perspective from building gold ETFs in the UK, stewarding GLD, and launching BAR, a physically backed gold ETF designed to cut costs and increase transparency.We dig into the mechanics that matter to serious allocators: why BAR's 0.17% expense ratio compounds an edge over time, how allocated bars and third‑party audits reduce custody risk, and where gold fits on the efficient frontier as a true diversifier with near‑zero equity correlation. Along the way, we pressure‑test common narratives. Bitcoin gets the headlines, yet gold and BTC have moved in step from key points while official reserves tell a different story. We explore how to read the gold price as a mirror of fiat dilution, not just momentum, and why this rally can coexist with rising policy rates when the bigger forces—deficits and credibility—dominate.The conversation widens to the rest of the complex. Platinum's breakout, a persistent supply deficit, and a growing role in hydrogen technologies add torque to a metals allocation that often plays catch‑up as gold leads. For investors hunting income without abandoning diversification, we walk through GraniteShares' options‑based Yield Boost ETFs—weekly distributions generated by defined‑risk put spreads rather than uncovered calls—to complement core holdings like BAR or a platinum sleeve. If your portfolio still leans entirely on stocks and bonds, this is your cue to reconsider what real ballast looks like when passive flows and public debt keep climbing.Enjoy the episode, share it with a colleague who still thinks gold is only for crises, and subscribe for more candid, research‑driven market conversations. If it helped you think differently about allocation, leave a quick review—it makes a big difference.#LeadLagLive #Gold #Bitcoin #Investing #fiat #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Rate cuts change the math on income, but your cash flow doesn't have to shrink. We invited Will Rind of GraniteShares to unpack a practical way to keep payouts steady as short-term yields slide: a diversified basket of pass-through securities inside the HIPS ETF that aims for an all-weather stream of monthly income. We dig into how REITs, MLPs, BDCs, and fixed income–oriented closed-end funds each respond to different growth and inflation regimes, and why blending them can smooth the ride when markets lurch.We walk through the index rules that power HIPS—screening for the highest yields and the lowest volatility within each sector, then equal-weighting the results—and why the pass-through structure matters. Because these entities distribute most of their income and avoid corporate tax, more of the cash makes it to investors, and a return of capital component can improve after-tax outcomes. We also get candid about trade-offs: NAV will move with markets, but the fund has paid the same fixed monthly amount for more than a decade, including through the 2020 shock when many dividend strategies cut or suspended payouts.From portfolio fit to policy risk, we tackle the real questions advisors and investors ask. Should HIPS be core or a satellite? How does it complement the Agg or government bonds without doubling down on duration or credit? What do expense ratios mean when BDCs are involved, and how should you interpret acquired fund fees? We compare liquid, transparent alternative income to private credit's lockups and opaque marks, then explore pairing HIPS with GraniteShares' options-based Yield Boost strategies for those seeking weekly distributions and higher-octane cash flow—recognizing the higher volatility that comes with it.If you're planning for consistent cash in a falling-rate world, this conversation offers a clear framework, a battle-tested track record, and practical ways to assemble an income sleeve that pays. Subscribe, share this episode with a friend who manages income portfolios, and leave a quick review to tell us what topic you want us to tackle next.#LeadLagLive #HIPS #AlternativeYield #Investing #Income #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Welcome to Botched: A D&D Podcast! The gang heads into the woods after securing funds from the King to set up an adventuring company Something, however, is in the woods watching them, stalking them, recording their every move. Terry thinks he can help the boys if Old Guk Guk would just give him a sec to think.Are these haunted lands? Will Terry finally get one over on Guk Guk? Will there be titty slapping? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠⁠Botched Archives⁠⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠⁠Botched Podcast⁠⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠⁠Twitter⁠⁠⁠⁠, ⁠⁠⁠⁠Instagram⁠⁠⁠⁠, subscribe on ⁠⁠⁠⁠Youtube⁠⁠⁠⁠, like us on ⁠⁠⁠⁠Facebook⁠⁠⁠⁠.You can watch the show live on ⁠⁠⁠⁠Twitch⁠⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠Hosts: ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠, ⁠⁠⁠⁠Steve⁠⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠Music by ⁠⁠⁠⁠Gozer⁠

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets.From Nvidia's record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today's AI boom echoes past capital cycles—and why investors may be missing the real risk.In this episode:– Why mega-cap tech is shifting from asset-light to asset-heavy– The historic link between rapid asset growth and underperformance– Why concentration in the “Magnificent Seven” is an overlooked AI risk– Lessons from the dot-com and railroad booms that apply to AI today– How to position across the full AI adoption cycleLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KaiWu #AI #TechStocks #Nvidia #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Welcome to Botched: A D&D Podcast! Poor Orlok! Getting into a pissing contest is apparently a very dangerous affair…because he exploded into a bunch of meat slop. Waste not, want not.The group, not wanting to waste any time, quickly boards the train to Alurys. On the train, they meet a couple of very helpful and reasonable robots, which of course the group pesters. Terry's contract issues are brought to light, and a specific section of the train is put into use.Before long they make it to the kingdom and immediately seek out the castle in order to see the King.What happened to what was left of Orlok? How will Guk Guk react to warforged on the train? Is Terry still beholden to the group after the bar has burned down? Why is this one car on the train so sticky? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠James Thatcher⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠Emily Swan⁠⁠⁠Music by ⁠⁠⁠Gozer⁠

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—and how investors can actually benefit from the new rate-cutting cycle.From outdated shelter calculations to overlooked leading indicators, Jay explains why monetary policy needs modernization and where the next opportunities lie as markets adjust.In this episode:– Why the Fed's reliance on lagging shelter data distorts inflation– How the monetary base drives every economic– Why small caps and financials stand to outperform in a lower-rate– The case for preferred, high-yield bonds, and MLPs as overlooked– How AI-driven energy demand is creating a hidden natural gasLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #JayHatfield #Fed #InterestRates #SmallCaps #Preferreds #MLPs #AIStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

This episode is sponsored by Deel.Ensure fair, consistent reviews with Deel's calibration template. Deel's free Performance Calibration Template helps HR teams and managers run more equitable, structured reviews. Use it to align evaluations with business goals,reduce bias in ratings, and ensure every performance conversation is fair, consistent,and grounded in shared standards.Download now: www.deel.com/nickdayIn this episode of the HR L&D Podcast, host Nick Day sits down with futurist Bob Johansen (Distinguished Fellow, Institute for the Future), Jeremy Kirshbaum (Founder, Handshake), and Gabe Cervantes (Director of Scalable Foresight, IFTF) to explore what it really takes to lead in the age of AI.Together, they unpack the third edition of their groundbreaking book “Leaders Make the Future” and reveal the 10 essential human-centered leadership skills every HR leader and CHRO needs to thrive in a rapidly evolving, AI-powered workplace.This conversation will help you understand how to use generative AI as a tool for augmentation, not replacement, and how to prepare your workforce for the future of work while keeping your humanity intact.Important Links: Book: https://www.amazon.com/Leaders-Make-Future-Third-Leadership/dp/B0D66H9BF1Bob Johansen: https://www.linkedin.com/in/bob-johansen/Jeremy Kirshbaum: https://www.linkedin.com/in/jeremy-kirshbaum-6294b01a1Gabe Cervantes: https://www.linkedin.com/in/gabe-cervantes-ab147338/Nick Day's LinkedIn: https://www.linkedin.com/in/nickday/Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9eaSign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e7(00:00) Preview and Intro (03:11) The 10 Skills Every Future Leader Needs (04:59) How to Use Generative AI(11:34) Humans + Machines: Augmentation Over Replacement (14:24) Human Calming: Staying Grounded in a Chaotic World (16:54) Moving from Efficiency to Effectiveness with AI (21:35) Using GenAI to Train Leaders (23:53) What Humans Should Keep vs. Offload to AI (25:27) Bob's “Stretch” AI Model That Challenges His Thinking (27:42) Building AI Policies with Clear Yes-Zones (30:24) About the Book: Leaders Make the Future (34:52) HR L&D Vault

Welcome to Botched: A D&D Podcast! After our heroes barely escaped Dethcob, they took to the road to speak with the king. They have to make a many day journey on foot to Talton, a halfling village, where they can catch the train to the capital city.The road will be a challenge though as they lead a group of 40 safely out of the town in hopes to find refuge.Will our travelers get to Talton safely, will they be able to keep all the civilians alive? Will they be able to catch the train on time? Find out now on Botched PodcastWe now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠⁠Botched Archives⁠⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠⁠Botched Podcast⁠⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠⁠Twitter⁠⁠⁠⁠, ⁠⁠⁠⁠Instagram⁠⁠⁠⁠, subscribe on ⁠⁠⁠⁠Youtube⁠⁠⁠⁠, like us on ⁠⁠⁠⁠Facebook⁠⁠⁠⁠.You can watch the show live on ⁠⁠⁠⁠Twitch⁠⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠Hosts: ⁠⁠⁠⁠Dennis⁠⁠⁠⁠, ⁠⁠⁠⁠Phil⁠⁠⁠⁠, ⁠⁠⁠⁠Tristan⁠⁠⁠⁠, ⁠⁠⁠⁠Steve⁠⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠⁠James Thatcher⁠⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠⁠Emily Swan⁠⁠⁠⁠Music by ⁠⁠⁠⁠Gozer⁠

Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down:How collars act as a dynamic “insurance policy” for your portfolioWhy risk management matters more than stock pickingReal trade examples with Apple & NvidiaHow to think about diversification beyond “more tickers”Perfect for investors who want smarter strategies, real-world adjustments, and consistent returns without blowing up accounts.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Welcome to Botched: A D&D Podcast! This is our 10th Season of Botched Podcast! As per usual, we are kicking things off live at Dragon Con, so you may notice the audio quality isn't quite up to our normal standards, and you may also notice a whole lot of people laughing, clapping, and getting pretty toasty in the background (partially because we gave them beer).We return to our fantasy roots this season, kicking off in a small town in a peaceful land. It is a dark and stormy night, and the townsfolk find themselves where they usually go each night…to the Gazur Bar.Run by a bunch of retired heroes, this place has everything you need. Food, drinks, entertainment, a giant monstrosity made of baby feet with teeth…wait what?Suddenly the town finds itself embroiled in the middle of a war between multiple gods and they have to fight just to survive.Who are these retired adventurers? What's the deal with this town? Who are all the gods fighting here? Who will make it out alive? Why does Dennis hate Phil's characters so much? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠James Thatcher⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠Emily Swan⁠⁠⁠Music by ⁠⁠⁠Gozer⁠

Welcome to Botched: A D&D Podcast! The time has come! It is our final episode of Season 9! We will be saying goodbye to SCP for now, but who knows, maybe it'll reappear in the future!In the meantime, we got a season finale to attend to! In this final episode there is no SCP to contain. Instead, it is time for the dreaded…employee evaluations! The 05 Council has sent a team of insightful and intelligent individuals to assess these 3 researchers based on their deeds throughout the year.They have been given information on each of the cases that the trio worked on, including all the people they hired, and the outcomes of every case.They will ask the researchers questions about these cases, then break to deliberate the fate of each researcher. The researchers will then have an opportunity for closing statements before their evaluation is delivered. It is possible for these individuals to be promoted, demoted, or kept in the same place. If their performance is deemed bad enough, they could even be terminated on the spot…permanently.Who are these mysterious reviewers? Where did they come from? What are their credentials? Which cases peaked their interest? What will their verdicts be? Would being sent to Site 69 to work for the monkes be a good or bad thing? Tune in and find out!Thank you so much to our special guests, Tvs Travis, Stephen Adams, and Charles The Rock God of Podcasting Mcfall.You can check out more of Tvs Travis here!You can check out more of Stephen Adams here!You can check out more of Charles here!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠James Thatcher⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠Emily Swan⁠⁠⁠Music by ⁠⁠⁠Gozer⁠

Welcome to Botched: A D&D Podcast! The fallout from the elderly care facility continues! As it turns out, this problem is a lot bigger than just one nursing home. It appears that this anomaly is spreading across the world.The researchers try to figure out what is causing this strange disease and how it spreads, but there doesn't seem to be a rhyme or reason to it. Finally they decide to release one of their captives to see where it leads them.In the end, all the people seem to be coalescing in specific places…turning into some sort of meat based obelisks.How does this spread? Why does it spread? How can it be stopped? How far will one old man go to get revenge? How long will Tristan have the fiery shits? Tune in and find out!We now have a PO Box! Wanna send us something? PO BOX 3178 Gettysburg, PA 17325All of our previous seasons can be found on our new channel!⁠⁠Botched Archives⁠⁠!A special shout out and thank you to all of our supporters over on Patreon. You help us continue to churn out “quality” episodes. With your continued support we can take our show on the road! Check out our store over at ⁠⁠⁠Botched Podcast⁠⁠⁠ where you can find tshirts, stickers, pint glasses and more!Give us a 5 star review on Itunes. Doing so will help the show grow, but we will also read out whatever you write at the end of one of our episodes!Feel free to email us any questions, comments or suggestions at BotchedPodcast@gmail.comFollow us on ⁠⁠⁠Twitter⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, subscribe on ⁠⁠⁠Youtube⁠⁠⁠, like us on ⁠⁠⁠Facebook⁠⁠⁠.You can watch the show live on ⁠⁠⁠Twitch⁠⁠⁠!Check out each of the hosts' Twitch streams! ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠Hosts: ⁠⁠⁠Dennis⁠⁠⁠, ⁠⁠⁠Phil⁠⁠⁠, ⁠⁠⁠Tristan⁠⁠⁠, ⁠⁠⁠Steve⁠⁠⁠Editor: Philip D Keating And Dennis RobinsonProducer: Phil and DennisExecutive Producers: ⁠⁠⁠James Thatcher⁠⁠⁠, Chronic Ejac, Jim Beverly,Disgruntled Furniture, Chris Wisdom, ShinigamiSPQR,  Jayson Haiss, and Scabby GoosePublisher: Phil and DennisArt by ⁠⁠⁠Emily Swan⁠⁠⁠Music by ⁠⁠⁠Gozer⁠