Podcasts about d podcast

Welcome to Botched: A D&D Podcast! The group of adventurers, with children in hard, try to make their way out of Tiamat's castle. Armed with nothing but their idiotic looks, the group find a ladder that heads for the sewers.Will they get out in time, will the children be brought back home safely, will Scrum ever figure out that his two friends are hiding a fortune from him? Also, where the hell is Orlok? 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!Dennis currently has a Kickstarter running right now for his latest graphic novel in the Lycan: Solomon's Odyssey series! You can check it out on Kickstarter here!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: Philip 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 special *Enter The Vault* episode of the HR L&D Podcast, we bring together powerful insights from some of the most influential HR, leadership, and learning experts shaping the future of work.You'll hear distilled wisdom on AI in learning and development, leadership vulnerability, employee wellbeing, resilience, burnout prevention, emotional intelligence, and what it truly takes to unlock workforce potential.From practical advice on AI readiness and L&D strategy to deeply human lessons on trust, belief, and authenticity, this episode captures the mindset shifts that separate good HR leaders from transformational ones.If you're an HR professional, CHRO, L&D leader, talent strategist, or people manager navigating digital transformation and culture change, this episode is packed with timeless leadership insights you can apply immediately.Subscribe for more conversations redefining HR, leadership, and the future of work.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 group, in their infinite wisdom, decided the best way to enter a room was to kick a door in. The door wasn't locked or anything like that, but they just couldn't help themselves. Unfortunately for them, that room happened to be a spawning pool for dragons, and now a young adult dragon knows exactly where they are!Losing any element of surprise, and being wounded before entering the room, they have to make their way past the dragon and find the missing children. Luckily for them, a newfound ally is held within a cage and joins the group.Will they find the children? Will they survive this dragon? What's the best way to sneak into a room with a really loud door? What's the oldest child in a room of children sound like? 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: Philip 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

This episode is sponsored by Deel – hire, manage, and pay anyone, anywhere: https://www.deel.com/nickdayhr/Suicide is the leading cause of death for people under 35, yet most workplaces are not prepared to recognise or respond to a suicidal crisis.In this episode of the HR L&D Podcast, I speak with Jessi Beyer, a mental health professional, former SWAT crisis negotiator, international speaker, author, and creator of the L.I.F.E.™ Model — a proven approach that helps organisations build crisis-ready teams, improve culture, and reduce risk and liability.Jessi introduces her L.I.F.E. Framework, a practical model that equips HR professionals and managers with the skills to listen, ask directly about suicide, and respond with confidence before a crisis escalates. We explore why traditional workplace mental health approaches often fall short and how organisations can build crisis-ready cultures rooted in courageous listening.This conversation is not about turning HR into therapists. It is about leadership, awareness, and human connection. If you work in HR, L&D, or people management, this episode could fundamentally change how you approach mental health and suicide prevention in your organisation.Please share this episode with your colleagues. It could help save a life.Connect with Jessi: https://jessibeyerinternational.com/consultNick 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/23e7b153e7Enjoyed this? Check out our sister podcast @thepayrollpodcast for more great content!(00:00) Why Suicide Prevention Belongs in the Workplace(04:28) Why EAPs & Hotline Posters Fall Short(07:50) Hidden Warning Signs HR Teams Miss(11:55) Jessi Beyer's Personal Story & Crisis Background(16:07) Essential Skills That De-Escalate Crisis(21:15) Mirrors, Open Questions & Avoiding Interrogation(26:53) Summary Statements & The Power of Silence(33:21) What NOT to Say in a Suicide Conversation(39:02) The LIFE Framework(48:21) Building a Crisis-Ready Workplace Culture(52:16) The One Skill That Could Save a Life(57:26) Why Suicide Prevention Is an HR Responsibility

Welcome to Botched: A D&D Podcast! The group has headed to God's Wrath to figure out what Tiamat is up to! They've made it inside the castle and are working their way room to room.With Scrum dumb and Guk Guk a donkey, will they be able to get through without dying? Many traps and troubles lay ahead for them. Can donkeys climb ropes? Will Scrum ever find true love? Do you know who the stunt baby in the 1994 American adventure comedy film Baby's Day Out was? 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: Philip 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 John Love, President and CEO of USCF, to break down why commodities are re-emerging as a critical part of portfolios as markets face inflation uncertainty, geopolitical risk, and supply fragility.From a historic spike in natural gas driven by extreme weather to renewed risk premiums in oil, gold, and silver, John explains how commodity markets are being reshaped by geopolitics, tariffs, and structural supply dynamics and why broad exposure alone may not be enough.In this episode:– Why natural gas markets proved more fragile than expected– How weather shocks and infrastructure strain drive outsized moves– Why oil continues to carry an elevated geopolitical risk premium– What's fueling record highs in gold and explosive moves in silver– How investors can think about targeted commodity exposure versus broad indexesLead-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

This video is sponsored by Quantify Funds and contains discussion of exchange-traded funds sponsored by Quantify Funds. Quantify Funds paid the creator a flat fee for this endorsement and unscripted interview. This compensation gives the creator an incentive to recommend Quantify Funds, resulting in a material conflict of interest.   Quantify Funds did not produce, review, approve, or redistribute this content and is not responsible for the opinions or statements expressed by the content creator. The creator is not a client or investor of Quantify Funds.  Any views expressed are those of the creator and do not necessarily reflect the views of Quantify Funds.This content is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investing involves risk, including the potential loss of principal. Investors should consider a fund's investment objectives, risks, charges, and expenses carefully before investing.In this episode of Lead-Lag Live, I sit down with David Dziekanski, Founder and Portfolio Manager at Quantify Funds, to explain how return stacking reframes leverage from a short-term trading tool into something investors can actually buy and hold.From combining Bitcoin and gold to stacking income strategies on top of equities, Dziekanski breaks down how diversification, embedded rebalancing, and structural design can deliver income and exposure without relying on extreme yield or constant investor intervention.In this episode:– Why leverage is dangerous without diversification– How return stacking embeds rebalancing inside the ETF– Why ultra-high yield ETFs often destroy total returns– How income strategies can replace parts of fixed income– Where these products fit in modern portfolio constructionLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#ETFInvesting #PortfolioConstruction #RiskManagement #Leverage #Bitcoin #Gold #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

In this episode of Lead-Lag Live, I sit down with Ted Oakley, Founder of Oxbow Advisors, to break down why inflation remains sticky, why investors should be skeptical of Federal Reserve guidance, and where real value may be emerging beneath the surface of today's market.With more than four decades of experience advising high-net-worth investors, Ted explains why mega-cap stocks now represent concentration risk, why energy is one of the cheapest areas in the market, and how separating base capital from investment capital helps investors survive volatile cycles.In this episode:– Why Ted says the Fed is consistently late and unreliable– What the latest CPI and PPI data reveal about persistent inflation– Why mega-cap stocks may carry more risk than reward– How energy offers income and value in an uncertain macro backdrop– Why separating base capital from risk capital matters in downturnsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Inflation #FederalReserve #EnergyStocks #MarketRisk #IncomeInvesting #StockMarket #Macro #PortfolioStrategy #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

Our hiatus has an ending in sight! We've scheduled our next recording session and we'll be back with new episodes soon! For now, we hope you enjoy the podcast that started everything for us: Dumb-Dumbs & Dragons: A D&D Podcast!In our very first episode, we meet our band of intrepid heroes: "Alyn", a female half-elf wizard who's never left the monastery and wants to know what it is to be human (Laura Hamstra, @lauraehamstra); "Quinny Brownbarrow", a rogue halfling who escaped jail by serving his time (Tyler Hewitt, @Tyler_Hewitt); and “Butthole Fartch”, a cleric of Moonhammer, the goddess of strength, joy and flatulence (Ryan LaPlante, @theryanlaplante)! They learn about each other and set off on their quest! Also featuring our awesome DM Tom McGee (@mcgeetd)! Enjoying Dumb-Dumbs & Dragons?- Consider supporting the show for as little as $1 a month to get BTS fun, an ad-free feed, and even add your own character to the podcast! (https://dumbdumbdice.com/join)- Buy merch on our website (https://dumbdumbdice.com/)- Follow us on social media: @dumbdumbdice- Watch our video episodes on YouTube (https://youtube.com/@dumbdumbdice) Artwork by the brilliant Del Borovic- Website & Portfolio (https://delborovic.com/), @deltastic on socialsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Botched: A D&D Podcast! Tristan is feeling under the weather, so for this episode and the next he is out of commission…I mean…Orloc has to get a penis or something.In the meantime, the group has to head to God's Wrath and figure out what Tiamat is up to! They've made a deal with Gazur to receive safe passage. Of course, they can't do it without agitating the crap out of him. But, one way or another, they're getting to God's Wrath.Once they arrive, they find themselves on an island with hundreds, if not thousands of dragons! If any of them see them, Tiamat will know they're there as well.Why must the group agitate Gazur? How is Gazur getting them to the island while avoiding detection? What are they going to do once they arrive on the island? How much mud does it take to avoid dragons? 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: Philip 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 Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why markets heading into 2026 are forcing investors to rethink diversification, risk, and portfolio construction.With inflation remaining sticky, political uncertainty rising, and stocks and bonds often moving together during inflation shocks, Alex explains why the traditional 60/40 framework falls short and what true diversification actually looks like in an environment defined by wide-ranging macro outcomes.Throughout the conversation, we discuss how his work around balanced asset allocation and risk parity has evolved from theory into practice, including the thinking behind the RPAR ETFs available at RPAR Risk Parity ETF. , the broader research and conversations he hosts each week on Insightful Investor , and how this framework is implemented in real client portfolios at Evoke Advisors . Alex also shares perspectives he's written about through his Forbes Finance Council contributions and the ideas explored more deeply in his book: Risk Parity: How to Invest for All Market Environments and Balanced Asset Allocation: How to Profit in Any Economic Climate.In this episode:– Why inflation uncertainty changes how diversification actually works– How stocks and bonds can fail at the same time during inflation shocks– What investors misunderstand about risk parity and balance– Why assets like commodities and gold need meaningful weight to matter– How to think about portfolio construction when outcomes are highly uncertainLead-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

In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down why today's market feels increasingly speculative and why disciplined investing is being left behind.From meme-style factor leadership and zombie-company outperformance to extreme concentration and AI spending risk, Cogswell explains why chasing returns tends to end the same way and how investors can position for when the cycle turns.In this episode:– Why the last eight months looked like a speculative outlier– How high volatility and low quality leadership distorts portfolios– How AI spending can flip from narrative to accountability– Where discipline fits when clients still want growth exposureLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#stockmarket #MarketBubble #AI #RiskManagement #PortfolioConstruction #Macro #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

Welcome to Botched: A D&D Podcast! Now that they have procured travel to God's Wrath, in pursuit of all the missing dragons, they decide they should be well armed. They head to the nearby city, run by Rabbit folk, in hopes of obtaining a “god gun.”They've heard a rumor that there exists a secret weapon strong enough to destroy a god. Of course, the group has to make travel arrangements, but that is no longer so easy now that one of the members is half donkey. You can't fit a donkey-taur in a carriage after all. Scrum gets to go back to his favorite place. The train!What is this supposed “god gun”? Will anyone die on the train this time? What is there to do in a town full of Rabbits? What exactly does a Junior Conductor do? 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: Philip 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

Welcome to Botched: A D&D Podcast! The king has sent a special envoy to the Terry's Tough Guy HQ in order to give them a special and secret mission of the utmost importance! Dragons have fled the lands. However, they've been taking gold, magic items, and people with them on the way out!They have seemingly all gone to a place called God's Wrath, which is a land that only Dragons can reach.The group can only really think of one good solution to this problem, and head to the city of Alurys to begin.Who did the king send to Terry's Tough Guys? What are they offering in return for the services? What does the group want? How are they going to get to an island that only dragons can reach? What the hell is a donktaur? 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: Philip 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

This episode is sponsored by 'Deel. Hire, manage and pay – anyone, anywhere: https://www.deel.com/nickdayhr/Leadership isn't built through authority, strategy, or performance alone. It's built from the inside out.In this episode of the HR L&D Podcast, Nick Day is joined by Andrea Lynn, intuitive mindset coach and host of Wake Up Your Soul, for a deep conversation on what truly makes great leaders.Drawing from Andrea's life-altering health experiences and years of coaching leaders, the discussion explores how mindset, intuition, and self-awareness shape resilient, human-centered leadership. They unpack why emotional ownership matters more than control, how silence and reflection improve decision-making, and why values-led leadership creates stronger connection, trust, and fulfillment at work.This episode is for HR and L&D leaders who want to lead with clarity, empathy, and conviction, without burning out or losing themselves in the process.Connect with AndreaWebsite: andrealynnintuitive.comInstagram:https://www.instagram.com/andrealynnintuitive/?hl=enNick 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(02:24) What Human Resources Should Really Stand For(03:17) Near-Death Experiences That Changed Everything(08:29) Self-Leadership Before Leading Others(13:14) Turning Pain Into Power(17:39) Emotional Ownership and Reframing Events(20:01) Identifying Values to Create Fulfillment(22:37) Intuition as a Leadership Skill(26:39) The Power of Silence and Mental Space(29:28) Stories of Extreme Resilience and Meaning(35:22) The Bigger Mission Behind Wake Up Your Soul(38:46) Daily Practices to Build Intuition and Self-Awareness(42:19) Advice for HR and L&D Leaders

In this episode of Lead-Lag Live, Melanie Schafer sits down with Michael Mo, CEO of KULR Technology Group (NYSE: KULR), to explore why energy reliability is emerging as the critical constraint behind AI, robotics, drones, telecom infrastructure, and next-generation data centers.Fresh off CES and following KULR's newly announced $30M telecom battery supply agreement, Mo explains how high-power, high-safety battery systems are becoming mission-critical as electrification accelerates. From NASA-proven thermal technologies to lithium-ion replacements for legacy lead-acid systems, KULR is positioning itself at the center of multiple multi-year secular growth trends.The conversation covers AI data center power resilience, UAV and drone electrification, telecom backup systems, and why battery safety, reliability, and domestic supply chains matter more than ever as power demand explodes.In this episode:– Why power—not chips—may be the next AI bottleneck– KULR's NASA-derived battery safety and thermal technologies– The Cooler One platform and growth across drones, robotics, and aviation– Replacing lead-acid batteries in telecom with lithium-based solutions– Energy-as-a-Service and reducing total cost of ownership– AI data center battery buffers and GPU-level power protection– Scaling execution with a debt-free balance sheet and strong cash positionLead-Lag Live brings you inside conversations with the leaders shaping markets at the intersection of technology, energy, and investing. Subscribe for insights that cut through the noise.#AIInfrastructure #EnergyStorage #BatteryTechnology #Drones #Telecom #DataCenters #Electrification #KULR #MarketOutlook #CleanEnergy #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 Hervé Van Caloen**, Owner and Portfolio Manager at **Mercator Investment Management, to break down why global markets outside the United States are entering a powerful new phase of leadership.From Japan's aggressive stimulus and corporate reform push to structural dominance in semiconductors, defense technology, space, and energy infrastructure, Van Caloen explains how capital is rotating toward regions and industries aligned with long-term geopolitical and economic realities.In this episode:– Why Japan's stock market continues to hit record highs– How semiconductors have become global oligopolies with pricing power– Why defense and space spending are entering a multi-year upcycle– How infrastructure and electricity demand are driven by AI growth– Why global diversification may matter more as U.S. valuations stretchLead-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

Artificial intelligence is driving one of the largest capital spending cycles in market history, yet most AI investment strategies focus on surface level exposure rather than true innovation. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Aram Babikian of Xtrackers to examine how AI investing is evolving and why research intensity and patent activity may matter more than headlines.The discussion breaks down the structure behind XAIX, an AI focused ETF designed around companies that are actively building, protecting, and monetizing innovation. Babikian explains how patent filings and R and D spending act as forward looking signals, why unexpected companies like major banks appear in AI portfolios, and how this approach differs from more crowded thematic strategies.They also explore how XAIX fits alongside broader technology exposure, the tradeoffs between concentration and diversification, and how advisors think about incorporating AI into portfolios amid volatility, regulation, and rapid technological change.In this episode:Why AI investing is not the same as buying tech stocksHow patent activity and R and D spending identify true innovatorsWhy non tech companies can be major AI beneficiariesHow XAIX differs from broader thematic AI exposureHow investors think about sizing AI allocations responsiblyLead-Lag Deep Dive is a weekly series that breaks down the forces reshaping global markets. Each episode goes beneath the surface of one critical theme, examining how strategies are built, where risks hide, and what matters most for investors across cycles and asset sizes. Subscribe for research-driven insight beyond the noise.#AI #ArtificialIntelligence #ThematicInvesting #ETFS  #PortfolioStrategy #Finance #MacroTrendsStart 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 Kaitlyn Walsh, Wealth Advisor and Equity Analyst, to break down what employees actually own when they receive stock options and why misunderstanding equity compensation can lead to costly mistakes.From incentive stock options and vesting schedules to fair market value, AMT exposure, and record-keeping errors, Walsh explains the decisions that matter most before, during, and after an equity grant and why timing, taxes, and planning can make or break outcomes.In this episode:– Why stock options are not the same as owning shares– How strike price and fair market value really work– The biggest vesting and exercise mistakes employees make– When stock options can trigger unexpected tax bills– Why poor record keeping can cost real money years laterLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#StockOptions #Equity #PersonalFinance #WealthPlanning #TaxPlanning #FinancialEducation #Investing #MoneyStart 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! In today's adventure, the group attempts to save Goliaton by stopping the encroaching lycanthropes. They must venture into the lair of the god of lycanthropes and figure out a way to stop them.Joined by @JennaChil and @alexwithbirds, our heroes set sail to see where the problem stems from.Will they find a way to destroy this lycan god? Perhaps convince them to choose peace? Or will they find some other way to solve the problem? Find out now on Botched Podcast!For more of Jenna and Alex, check out Airtime For Nonsense for all their 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: Philip 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 Luke Lloyd, President and CEO of Lloyd Financial Group, for a candid conversation on markets, mindset, and the economic forces shaping investor behavior.From why retirement is not a finish line but a reinvention, to how AI, government liquidity, and bailouts are reshaping wealth outcomes, Lloyd explains why investors must adapt both financially and psychologically to a system increasingly driven by intervention rather than pure capitalism.In this episode:– Why retirement is about purpose, not an age or account balance– How AI accelerates the wealth divide and changes labor markets– Why government bailouts now shape market cycles– The role of liquidity in driving risk, speculation, and asset prices– Why owning assets matters more than timing marketsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise#LeadLagLive #StockMarket #AI #LukeLloyd #FederalReserve  #Psychology #MarketOutlook #Macro #RetirementPlanningStart 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.Hire, manage and pay – anyone, anywhere: https://www.deel.com/nickdayhr/In this episode of the HR L&D Podcast, Nick Day is joined by HR expert Janice Litvin to explore why burnout has become one of the biggest challenges facing today's workforce.Janice breaks down the difference between stress and burnout, the early warning signs leaders often miss, and how organisational culture, leadership behaviour, and constant change contribute to long-term exhaustion. The conversation also explores the impact of AI on employee wellbeing, the importance of preserving the human element in HR, and how leaders can build environments where people feel supported, engaged, and able to perform at their best.This episode offers practical insights for HR professionals, people leaders, and L&D teams looking to reduce burnout, improve retention, and create healthier, more sustainable workplaces.Learn more about Janice and her work, head to JaniceLitvin.comBooks: https://janicelitvin.com/books-by-janice-litvin/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) Why burnout has become a major workplace issue(03:18) The difference between stress and burnout(07:42) Early warning signs of burnout leaders should notice(12:06) How burnout shows up physically and emotionally(16:55) The real business cost of burnout(21:48) AI, uncertainty, and rising workplace anxiety(27:06) Why the human element still matters in HR(31:58) Leadership responsibility in preventing burnout(37:05) Practical steps HR teams can take to reduce burnout(41:20) Building resilient, human-centred workplaces

In this episode of Lead-Lag Live, I sit down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore how rising geopolitical tensions are reshaping technology investing and why national security has become a core investment lens.From US–China decoupling and critical technologies to AI, quantum computing, and supply-chain risk, Babikian explains how investors can gain exposure to future-facing innovation while actively de-risking portfolios from geopolitical entanglements.In this episode:– What “critical technologies” mean for investors– How US–China competition is changing capital flows– Why geopolitical risk now matters in portfolio construction– How the CRTC ETF screens for national security alignment– Why some mega-cap tech names are excluded—and others included– How to think about strategic tech as a core allocationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Geopolitics #NationalSecurity #AIInvesting #TechnologyStocks #ETFInvesting #MarketRisk #PortfolioStrategy #CriticalTechnologiesStart 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! In today's adventure, we set sail to Goliaton, where they are dealing with a nasty werewolf problem.Joined by @JennaChil and @alexwithbirds, our heroes set sail to see where the problem stems from.Can they find the Lycan den, can they work together as a group, can Dennis not kill Philips annoying character? Find out now on Botched Podcast!For more of Jenna and Alex, check out Airtime For Nonsense for all their 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: Philip 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, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how investors should approach fixed income and equity income strategies for 2026 as markets adapt to a changing interest rate environment.From Federal Reserve rate cuts and inflation trends to credit spreads, preferreds, and equity sector rotation, Hatfield explains why income investors may need to rethink traditional allocations—and where the most compelling risk-adjusted opportunities may emerge in the next market cycle.In this episode:– How Fed rate cuts could reshape fixed income returns– Why high-yield bonds and preferreds may outperform investment grade– Equity income opportunities beyond mega-cap tech– Small caps, sector rotation, and valuation discipline– How to position income portfolios for 2026 and beyondLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#FixedIncome #EquityIncome #Investing2026 #InterestRates #MarketOutlook #IncomeInvesting #WealthManagement #PortfolioStrategyStart 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, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and selectivity are becoming increasingly critical as markets transition into a period of normalized interest rates.From Davis Advisors' 60-year history of “eating their own cooking” to the evolution of active equity ETFs, Kittsley explains how a high-conviction, benchmark-agnostic investment philosophy can help investors compound capital over the long term—especially in a richly valued market.From the “time arbitrage” embedded in their discipline to their views on AI-driven growth and undervalued financials, Kittsley outlines why what investors don't own may matter just as much as what they do in the next market cycle.In this episode:– Why Davis Advisors pioneered the active equity ETF space nearly a decade ago– The benefits of high-conviction, concentrated portfolios that ignore benchmarks– How “picks and mortars” technology is reshaping financials like Capital One– Valuation discipline in an overvalued market and the risks of unsustainable dividends– The “time arbitrage” advantage of long-term ownership and owner-operator focusLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#ActiveETFs #FundamentalInvesting #MarketOutlook #Equities #Valuation #LongTermInvesting #PortfolioStrategyStart 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:

E&D Podcast - Clean Water by Ethan and Damian by 826 Valencia

This episode is sponsored by 'Deel. Hire, manage and pay – anyone, anywhere: https://www.deel.com/nickdayhr/In this episode of the HR L&D Podcast, Nick Day is joined by Don Yaeger, Hall of Fame speaker, 12-time New York Times bestselling author, and co-author of The New Science of Momentum.Drawing on six years of research and more than 250 interviews across business, sport, politics, and the military, Don breaks down how great leaders create momentum before it appears, how they sustain it under pressure, and how poor leadership decisions can destroy it overnight.This conversation explores why momentum is a mindset, not a moment, how storytelling shapes belief inside organizations, why hiring A-players who can cheer for other A-players is critical, and what leaders must do when momentum starts moving in the wrong direction.A must-listen for HR leaders, talent professionals, L&D teams, and executives responsible for culture, engagement, and performance at scale.Connect with Don: https://www.linkedin.com/in/donyaeger?utm_source=chatgpt.comThe New Science of Momentum: https://donyaeger.com/shop/new-science-of-momentum/?utm_source=chatgpt.comNick 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(02:52) What Human Resources Really Means(04:06) The Difference Between a Spark and Real Momentum(08:21) Recruiting A-Players Who Can Celebrate Each Other(10:26) The Scottie Pippen Lesson on Ego and Leadership(14:57) Why The New Science of Momentum Was Written(22:02) Peaking at the Right Time as a Leader(28:05) Conviction When the Odds Are Against You(33:41) The One Trait Shared by All Great Leaders(36:01) Team Chemistry vs Culture(39:04) Building a Leadership Story Bank(43:04) Why Employees Leave When Momentum Is Lost(45:18) A Defining Leadership Failure and Lesson Learned(47:33) The Advice Don Wishes He'd Received Earlier

Happy New Year! Tune in as Guy Bradford (Jesters of Ravenloft: A D&D Podcast) hops back onto the podcast for this first episode of 2026 in order to break down The Truman Show, the 1998 psychological comedy-drama film about an insurance salesman who comes to realize he's been the unwitting star of a reality TV program that uses instruments like hidden cameras and paid actors to manufacture and broadcast his life 24/7. All the gaslighting that Truman endures, an old way of “de-aging” actors, the blatant capitalism of this TV program, and the gorgeous score's ability to adjust the tone of the movie comprise a few of the topics for this episode.Directed by Peter Weir, The Truman Show stars Jim Carrey, Laura Linney, Noah Emmerich, Natascha McElhone, Ed Harris, Holland Taylor, Paul Giamatti, Brian Delate, Harry Shearer, Peter Krause, and Heidi Schanz.Spoilers start at 26:50Create your podcast today! #madeonzencastrHere's how you can learn more about Palestine and IsraelHere's how you can keep up-to-date on this genocideHere's how you can send eSIM cards to Palestinians in order to help them stay connected onlineGood Word:• Guy: Bugonia• Arthur: 28 Days LaterReach out at email2centscritic@yahoo.com if you want to recommend things to watch and read, share anecdotes, or just say hello!Be sure to subscribe, rate, and review on iTunes or any of your preferred podcasting platforms!Follow Arthur on Twitter, Goodpods, StoryGraph, Letterboxd, and TikTok: @arthur_ant18Follow Arthur on Bluesky: @arthur-ant18Follow the podcast on Twitter: @two_centscriticFollow the podcast on Instagram: @twocentscriticpodFollow Arthur on GoodreadsCheck out 2 Cents Critic Linktree

Welcome to Botched: A D&D Podcast! The stage is set, and it's time for the first ever Tough Guy Tryout Fitness Challenge! There are hundreds of people waiting to get in, and there isn't even enough space for everyone in line!The guys got a special guest speaker to get everything started before the games begin.They announce all the different tiers, and how each person will be separated. However, if you have enough coin, you can purchase a higher rank.There are three testing categories: physical fitness, spell aptitude, and problem solving.Who is this special guest speaker? How will the boys squeeze all of these fools for the most possible money? What is involved in the physical challenges? What kind of spell aptitude testing will take place? What does problem solving entail? Why does Terry have PTSD? 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

Welcome to Botched: A D&D Podcast! Somehow the Terry's Toughguy Adventuring Guild is finding some sort of success. To a degree. Because they've been having more luck than others, the King of Alurys sends an emissary to ask the leaders of the guild to hold a large tryout, in the hopes of attracting adventurers to their skill level.At the same time, Orlok returns! Sure, he's now a robot vampire, but even though he's a clanker…it's still Orlok. This however, creates tension with Mr. Nippy, who had taken over for Orlok in his absence.How will they plan this tryout? What are they hoping to accomplish? What will they call it? How are Orlok and Mr. Nippy going to get along? Why is this all Patches fault? 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

A very Merry Christmas and soon to be Happy New Year to all of you in the #TradeCrew and thank you for listening. This week on the HVAC R&D Podcast your host Rhydon Atzenhoffer, aka the Ramblin' Rhyno, had the pleasure to interview one of the creative titans of the HVAC industry, Ron Saunders. Decades of experience in the IAQ world saw Ron help to lead Fresh Aire UV to new heights during the Covid era IAQ boom during which he and his partners sold their company to Diversitech. Since then Ron has been working at finding and creating his next innovative products with DrainIV and the soon to be launched ProIAQ as well as partnering to open newly formed manufacturers rep agency AHR Sales in Florida. So sit back and strap in for what was a great conversation about the industry and many things to come.   Enjoy the episode?

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/nickday In this episode of the HR L&D Podcast, host Nick Day explores how organizations can design safer, more inclusive workplace events, with a specific focus on protecting women at work social gatherings such as Christmas parties. The conversation examines why festive events often increase risk, how alcohol, travel, and power dynamics contribute, and why employers still underestimate their legal and moral responsibilities.You will hear practical guidance on preventative planning including clear codes of conduct, alcohol controls, venue and transport considerations, and the use of trained observers and bystander intervention to stop issues before they escalate. The discussion also covers the Worker Protection Act, gender impact assessments for workplace events, and how organizations can create psychologically safe reporting processes without victim blaming.Whether you are an HR leader, CEO, people manager, or L&D professional, this episode will help you rethink workplace celebrations as an extension of culture and duty of care. Expect actionable steps to reduce risk, strengthen compliance, protect your employer brand, and create events where everyone feels safe, respected, and included.Nick Day's LinkedIn: https://www.linkedin.com/in/nickday/ Find your ideal candidate with our job vacancy system: https://jgarecruitment.ck.page/919cf6b9ea Sign up to the HR L&D Newsletter - https://jgarecruitment.ck.page/23e7b153e7

Welcome to Botched: A D&D Podcast! Having barely survived the cave filled with Wendigos and some other mysterious figure, what's left of the group has to head back to town to lick their wounds.They call in reinforcements in the hopes of being able to tackle this nearly impossible goal. With a new plan in mind they descend once again into the cave only to find that things are even more dire than they originally believed.Who is this mysterious figure? What do they have to do with the wendigos? Who are the newest recruits to tackle this threat? Will they successfully stop these creatures? Who will survive? What happens if you inhale a morbidly obese man? Tune in and find out!Is he the scWe 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

This week, Amy Frost and Phil Keating are back to continue indocrinating Travis in to the cult of Wes Anderson with Fantastic Mr. Fox (2009). It's Wes Anderson, it's stop motion animation, it's based on a Roald Dahl book, AND it stars George Clooney and Meryl Streep. So, is this one Travis plans to watch on a regular basis? Or, did we find one that just didn't connect? Let's find out...Amy Frost is the Voice of Reason for Achewillow, a cozy horror podcast you can find at https://www.achewillow.com and check out the print book coming in June of 2026Phil is part of Botched: A D&D Podcast you can find at https://www.botchedpodcast.com and check out his live stream with his Mom on Christmas eve at https://www.twitch.tv/imaginarynomadThanks go out to Audie Norman (@TheAudieNorman) for the album art. Outro music In Pursuit provided by Purple-Planet.comSupport the show by going to patreon.com/wyhsVisit tvstravis.com for more shows and projects from TVsTravis Hosted on Acast. See acast.com/privacy for more information.

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective.From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names.In this episode:– Why massive AI capex is starting to worry investors– How market concentration amplifies downside risk– The productivity debate behind AI adoption– Why AI adopters may outperform AI infrastructure plays– How to position portfolios for the next phase of AI investingLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#ArtificialIntelligence #AI #StockMarket #MarketRisk #TechStocksStart 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 break down what the Fed's latest rate cuts mean for markets, income investors, and portfolio positioning heading into 2026.From a potential melt-up toward 7,000 on the S&P 500 to why preferreds, high yield credit, and small-cap value could outperform as rates fall, Hatfield explains how investors can navigate a market caught between easing policy, slowing growth, and lingering inflation uncertainty.In this episode:– Why Fed cuts historically favor risk assets and income strategies– How preferred stocks and high yield credit could see upside beyond yield– Why small caps benefit from rotation away from mega-cap tech– How dividend and equity income strategies reduce portfolio volatility– What Jay expects for inflation, rates, and markets into 2026Lead-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

In this episode of Lead-Lag Live, I sit down with Greg Babij, Co-Founder and Chief Investment Officer at Sundial, to explore why traditional buy-and-hold strategies may struggle in a market defined by faster cycles, rising volatility, and structural change.From the rise of zero-day options to the importance of tactical exposure, tail hedging, and trend following, Babij explains how portfolios can be designed to survive growth, recession, inflation, and deflation without relying on predictions.In this episode:– Why buy and hold may no longer deliver the same results– How zero-day options are changing market behavior– The difference between prediction and probability-based investing– Why tactical and non-correlated strategies matter more now– How to construct portfolios that adapt across market regimesLead-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

In this episode of the HR L&D Podcast, host Nick Day sits down with John Canapel, President and COO of Cypher Learning, to explore how AI is reshaping learning and development and what this means for the future of HR.The conversation covers why traditional LMS models are no longer fit for purpose, how AI native learning platforms are collapsing months of work into minutes, and why personalization, engagement, and learning in the flow of work are now critical. John shares how AI agents, microlearning, and conversational learning can help organizations close skill gaps faster while protecting IP and maintaining strong governance.You will hear practical insights on AI driven course creation, learning agents, gamification, and skills based career pathways, alongside real world examples showing improved engagement, faster onboarding, stronger compliance, and higher retention. The discussion also looks at how the role of the L&D professional is evolving from content creation to designing scalable learning systems and managing behavior change.Whether you are an HR leader, L&D professional, or business executive, this episode will help you understand how to move from slow, compliance driven training to high impact, human centered learning powered by AI. Expect clear guidance on where to start, how to assess AI readiness, and how to build a workforce that can upskill faster and perform at a higher level in a rapidly changing world.John's Kannapell LinkedIn: https://www.linkedin.com/in/kannapell/ 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

Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Alex Shahidi, CO-CIO at Evoke Advisors, to break down what risk parity really is and why traditional frameworks like 60 40 may leave investors exposed.Shahidi explains how growth and inflation cycles historically drive long term returns, why diversification is often misunderstood, and how a true balanced allocation uses equities, commodities, gold, treasuries, and inflation linked bonds to weather very different market regimes. He also discusses the philosophy behind the RPAR Risk Parity ETF and why more advisors are reconsidering how they approach portfolio construction.In this episode:Why most portfolios are less diversified than investors thinkHow growth and inflation surprises drive major market cyclesThe role of commodities, gold, and inflation linked bonds in a balanced allocationWhy equal risk contribution matters more than traditional 60 40 mixesHow advisors can use risk parity to build more resilient portfoliosLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Investing #PortfolioStrategy #GlobalMarkets #RiskManagement #MacroTrends #AssetAllocation #Finance #MarketOutlook #ETFStrategiesStart 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! After a night of fighting of skinwalkers, our "heros" hide in a well...Is h e the savior, does he know what's going on? Will the party just say the hell with it,and make peace with the skinwalkers?A Is he the scWe 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 Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transforming retail investing, brokerage platforms, and portfolio construction.From AI-powered research to custom-built indexes and the rise of agentic brokerage, Sikes explains how new tools are giving individual investors access to capabilities once reserved for institutions and what risks and responsibilities come with that shift.In this episode:– How AI research tools are changing how retail investors analyze stocks– What it means to build custom indexes using natural language– The rise of agentic brokerage and automated portfolio management– Where AI can help investors and where human judgment still matters– Why the next generation of brokerages may look nothing like the lastLead-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

Welcome to Botched: A D&D Podcast! After a night of fighting of skinwalkers, our "heros" hide in a well...Is he the savior, does he know what's going on? Will the party just say the hell with it,and make peace with the skinwalkers?A Is he the scWe 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 Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out.From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help.In this episode:– Why over 90 percent of advisor website traffic disappears without a trace– How intent data reveals who is actively researching wealth management topics– The difference between cold prospecting and warm, high-probability outreach– How AI can personalize compliant emails at scale for advisors– Why better data changes how advisors grow in a competitive marketLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #WealthManagement #FinancialAdvisors #AI #MarketingStrategy #FinTech #DigitalMarketing #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! A new batch of adventurers has been tasked with investigating a small seaside town to determine what exactly is going on. As it turns out…the town is being stalked by wendigos! The group spent their entire day prepping for every possible outcome…just kidding. They screwed around and then panicked when the sun went down.Now they are stuck in a house with a librarian and soothsayer when a wendigo figured out they were hiding. They'll have to dispatch the wendigo quietly before it can alert other wendigos in the area. Of course everything goes exactly to plan and nothing goes awry…Will they make it out of the house alive? Will the people they locked in with them get out? How will they dispatch a wendigo? How would a bear react to suddenly appearing in a well? 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

Welcome to Botched: A D&D Podcast! The group are alerted to abductions taking place in Octopolis, a small coastal village on the continent of Kix. This village is inhabited solely by Octopolians (Octopus people). Something is snatching residents from both the land and the sea.Upon arriving, the dispatched adventurers find that the residents are all scared to leave their homes.They dig up what information they can find, and prepare for nightfall.What is snatching Octopolians? Who are the adventurers being sent on this mission? How long until the King finds out that the group is outsourcing the adventuring? What is a cuckybara? 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

Welcome to Botched: A D&D Podcast! Liath and Little PP start heading towards the old factory on the other side of the jungle. Before they get too far, a random sky car falls into the tree above.A birdman named Urk falls out of the tree and agrees to help them on their journey, but something's not right on this island.Can they figure out how to start up this once prominent factory? Who the hell can speak Elvish in this party? And what the hell is a Sim? 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