Podcast appearances and mentions of David Thornton

You might remember our previous interview with Dr. David Thornton called "You Are Holy." He's a therapist in the Nashville, TN area who specializes in spiritual abuse, and because we simply can't get enough of David, he's back to point us on another path toward our true selves, toward healing. So sit back, get yourself a cup of tea, and let David's voice guide you into the places you fear, only to realize that the only thing there is Love. For more information on David: https://davidthorntontherapy.com

On this week's Young Stock Podcast, Peter Thomas Keaveney speaks to David Thornton, a Kildare man who has recently been appointed as the Digital Solutions Consultant with Claas UK. Hosted on Acast. See acast.com/privacy for more information.

The Alabama Saltwater Fishing Report is your best resource for the Gulf Shores Surf Fishing Report, Orange Beach Fishing Report, Dauphin Island Fishing Report, Mobile Bay Fishing Report, and Alabama saltwater fishing everywhere in between. For the anglers looking for a Gulf Shores surf Fishing Report, Gulf State Park pier fishing report, Orange Beach Fishing Report and Fort Morgan fishing report, look no further than the Alabama Saltwater Fishing Report. Every week we bring you an "onshore" report for those anglers interested in a gulf shores surf fishing report or a gulf shores pier fishing report. This week we're talking to David Thornton AKA the “Pier Pounder” who is giving us the Alabama Fishing report all the way from the Flora Bama to Fort Morgan. David Thornton has a well awaited announcement about the Gulf State Park Pier now being open to the public for fishing again and it is almost running at 100% functionality. Mr. David walks us through what is biting in the surf and off of the pier right now and how to rig up to catch those species.  For our guys looking for the Dauphin Island inshore fishing report or the Orange Beach Inshore Fishing Report, Capt. Branden Collier has what you need to know to catch more speckled trout, redfish, and tripletail and how to catch each of these species in the area. The tactics and tips we discuss here each week can be applied to many areas when fishing Alabama's coast and other states along the Gulf of Mexico. Captain Collier has been having awesome success nearshore with mangrove snapper, Spanish mackerel, red snapper as well as other species. We talk about how he uses his side scan to set up on a wreck and what he is using for bait and rigging to have success on these nearshore reefs and rigs with the snapper and mackerel species. He has also been doing really well with the flounder still, and we talk about how to locate the desired inshore species that you're targeting right now with the water temperatures still being pretty high, even though they seem to be decreasing just a tad as we move out of the heat of summer.  For the Alabama Fishing Report offshore and the Gulf fishing report, tune in for this week's report with Capt. King Marchand. You never know what you might get in the offshore Gulf Fishing report each week. We cover nearshore fishing from Captain's running center consoles and fishing for red snapper, grouper, triggerfish, king mackerel, cobia, and more. When we head to blue water, we have contributions from some of the best Captain's on the tournament circuit and off who fish for tuna, wahoo, mahi-mahi, and billfish. Captain King has had some great offshore trips recently, and we dive deep on the importance of catching as much bait as possible, how to use that live bait to catch the tuna as well. We also talk about how Captain King Scouts a rig offshore to locate these tuna and how to set up your equipment to be able to see these tuna down in the water column, and then we dive deep on how to get those tuna that seem to be staying down deep to come up in your baits to be able to catch them. It's all brought to you whether it's good, bad, or ugly. Please subscribe, rate, and review wherever you listen to podcasts and if you'd like us to email you the podcast, just head over to greatdaysoutdoors.com/asfr and we'll send you the new show each week.   {Full Disclosure: This post may include affiliate links. There's no extra charge to our readers for using these.}   Keep Whackin em'!   Sponsors CCA Alabama Alabama Marine Resources Angelo Depaola EXP Realty "The Coastal Connection" Alabama Deep Sea Fishing Rodeo KillerDock Fishbites Gulf Coast Office - National Land Realty Hilton's Offshore Charts Pure Flats- The Slick Lure Gulf Shores and Orange Beach Tourism Great Days Outdoors Foster Contracting - Fortified Roofing Mallard Bay Return Em Right AFTCO Mustad Fishing Texas Hunter Products Bucks Island Hiltons Realtime Navigator Dixie Supply and Baker Metal Works

Vox Markets is now the proud new owner of esteemed small cap investing magazine Growth Company Investor, with Vox's Head of Content and former IC editor John Hughman and former GCI editor David Thornton providing regular ideas on underresearched companies. In this preview podcast, John and David discuss their investment philosphies and what to expect when GCI is relaunched next week.

In this Episode of The Bourbon Life Podcast presented by Liquor Barn, Matt and Mark spend some time hanging out in The Bourbon Life Studios with Rob Wilson and David Thornton, Co-Founders, of 10 Day Bourbon. The guys talk with Rob and David about their respective careers in the medical field (Rob a Doctor and David a Dentist) and how they came together with a 3rd doctor friend to create 10 Day Bourbon, the process of starting a brand new brand and the challenges, and successes, that they've had, as well as what the future looks like for 10 Day Bourbon. They also taste and review the 10 Day Bourbon Small Batch Bourbon Batch 2, 10 Day Bourbon High Rye Bourbon Single Barrel, and the yet-to-be-released 10 Day Bourbon Prohibition Blend. This Episode of The Bourbon Life Podcast is presented by Liquor Barn and is also sponsored by Penelope Bourbon, Limestone Farms Bourbon, Hotel Distil, Bluegrass Distillers, The Stave Restaurant, Three Chord Bourbon, James E. Pepper Distillery, and The Kitchen Table at James B. Beam Distilling Co. Check out all of our amazing sponsors online at:  www.liquorbarn.com  www.penelopebourbon.com www.limestonefarms.com www.hoteldistil.com www.bluegrassdistillers.com                   www.thestavekentucky.com  www.threechordbourbon.com www.jamesepepper.com   www.visitthekitchentable.com

Miss Heard celebrates Season 5, Episode 234 with Cindi Lauper's iconic song from the 80's…”Girls Just Want To Have Fun.” This song and music video is not only considered a feminist anthem by many, it has racked up over 1.3 Billion views in YouTube since it's upload back in 2009. There is also a connection with Dexy Midnight Runner's hit “Come On Eileen.”   You can listen to all our episodes at our website at: https://pod.co/miss-heard-song-lyrics Or iTunes, Stitcher, Spotify and many more platforms under Podcast name “Miss Heard Song Lyrics” Don't forget to subscribe/rate/review to help our Podcast in the ratings. Please consider supporting our little podcast via Patreon at https://www.patreon.com/MissHeardSongLyrics or via PayPal at https://www.paypal.com/paypalme/MissHeardSongLyrics #missheardsonglyrics #missheardsongs #missheardlyrics #misheardsonglyrics #misheardsongs        #misheardlyrics #CyndiLauper #GirlsJustWantToHaveFun #ShesSoUnusual   https://www.youtube.com/watch?v=PIb6AZdTr-A https://en.wikipedia.org/wiki/Girls_Just_Want_to_Have_Fun https://en.wikipedia.org/wiki/Cyndi_Lauper https://en.wikipedia.org/wiki/David_Thornton_(actor) https://www.songfacts.com/facts/cyndi-lauper/girls-just-want-to-have-fun https://en.wikipedia.org/wiki/He%27s_So_Unusual#Cyndi_Lauper_version

For the final Everything Action Commentary of 2023, Zach and Chris are joined by special guest Joe to continue our holiday tradition of watching Home Alone movies with 1997's Home Alone 3. Following a new kid, Alex Pruitt (Alex D. Linz), he becomes the target of international criminals when he unknowingly discovers a military microchip hidden in an RC given to Alex by his elderly neighbor as payment for shoveling her driveway. Alex gets chicken pox and has to stay home from school and is left Home Alone by his siblings and parents and he becomes suspicious of the strange new characters in his neighborhood he spies with his telescope, a la Rear Window. The guys talk about a sadistic young Scarlett Johansson, the escalation of the manner of criminals, Alex's insane tech skills, random Jamie Foxx music videos, the fact that the movie doesn't take place during Christmas, and more. You can watch Home Alone 3 on Disney+ and watch along with the Everything Action crew by syncing up the commentary.We want to hear your comments and feedback. Send them all to contact@everythingaction.com.Also, be sure to subscribe, rate, and review us on Apple Podcasts, Amazon Music, Google Podcasts & SpotifyCheck us out on Twitter (@evaction) Facebook (www.facebook.com/everything.action), and Instagram (@everything.action).You can find Joe streaming on Twitch and on Instagram. Also, check out our friend Sam's music on Spotify and other streaming platforms.

This week we have a special guest: Dr. David Thornton. David is a licensed clinical pastoral therapist and an expert in spiritual abuse. At a time of year when so many are observing religious traditions and searching for God, it's also a time of year when many get in touch with their own emptiness and longing for something beyond us. This week, we take a deep look at what it means to be safe on a spiritual level. This interview will have you laughing, crying, and searching your own soul. It's an episode that can't be missed! Please share it with anyone who needs a reason to hope. David's website: https://davidthorntontherapy.com/ Contact me for information on the group starting in February: https://www.vanessalondino.com/contact If you'd like to request a podcast on a particular topic: thepodcast@vanessalondino.com

Short sellers have had a tough time of it over the past decade. The era of free money lifted all boats, including companies that would perhaps otherwise be candidates for short selling.  Today's market is radically different. Central banks have lifted rates in a desperate attempt to control inflation. Global equity markets have performed well, but much of that performance can be attributed to the tech titans of the Nasdaq.  Consumers have less money to spend, while costs are up and top line revenue is down.  This is fertile hunting ground for short sellers.  Short selling is risky, and beyond the capacity of most normal investors. But that doesn't mean that normal investors can't take on board short seller's methods and positions, and steer clear of certain companies accordingly.  I speak to a lot of hedge fund managers about their methods, however most aren't willing or able to expose their actual short positions.  Dr David Allen, who manages Plato's Global Alpha Fund, has no such qualms.  In this episode of The Rules of Investing, hosted by David Thornton, Allen explains his red flag system for identifying shorts and some of the companies it's identified. He also discusses his his long process, which draws on elements of growth, value and quality. And it wouldn't be an episode of ROI without Allen naming some of the companies he has conviction in right now.  Note: This episode was recorded on Tuesday September 19, 2023. Timestamps 0:00 - START 2:00 - Life as a professional athlete 3:20 - JP Morgan (and surviving the GFC) 8:00 - Combining growth, value and quality 16:00 - A red flag system for finding shorts 20:40 - The most common red flag in today's market 21:55 - Two high conviction shorts on the ASX 26:00 - Access to the C-suite isn't what it used to be 27:00 - Is Qantas (ASX: QAN) a bargain or value trap? 34:55 - Does nVidia deserve its valuation? 37:57 - You don't need to be concentrated to generate returns 39:17 - A humbling experience 43:30 - This drug will change the face of healthcare   WANT ACCESS TO STOCK IDEAS? You told us you're looking for an edge in investing. As the principal sponsor of Livewire Live 2023, Bell Direct is giving you exclusive access to 3 Bell Potter stock reports each week PLUS the chance win a share of 3 million Velocity Frequent Flyer Points. Get your reports and enter the Velocity competition now. Competition ends 31 October 2023. Entry conditions and eligibility criteria apply. NSW Authority No. TP/02866, SA Permit No. T23/123, ACT Permit No. TP 23/01592 Get my 3 Bell Potter stock reports now.

Hello and welcome to the Rules of Investing, brought to you by Livewire Markets, I'm your host David Thornton. On the upcoming episode I sit down with Ray David, Portfolio Manager and Partner at Blackwattle Investment Partners. Alongside Joseph Koh, Ray runs Blackwattle's brand new Long-Short Quality Fund. Ray has a red flag system for identifying his short and underweight positions. He put CSL through the ringer, and as you'll learn, it spat out a sea of red flags. He also discusses the Ponzi scheme that sparked his interest in investment finance, why he's bullish BHP irrespective of the commodity cycle, and the media company with the best suite of assets on the ASX.      Here's a preview of what you can expect.  --- A quick note to our loyal listeners. This is the first episode in our long-standing series that has been supported by a trusted partner of Livewire, Bell Direct. Research shows that experienced investors are looking for an edge. As the first-ever sponsor of Livewire's “Rules of Investing” podcast, Bell Direct is offering exclusive access to 3 current Bell Potter stock reports every week for a limited time. To claim, hit up belldirect.com.au and look for the Livewire logo.

There is a good reason why Australia's sovereign wealth fund, the Future Fund, maintains a 16% allocation to private equity. Returns, returns, returns. Private equity, and the lucrative returns it offers, has traditionally been the restricted domain of institutional investors and off limits to retail investors. Ellerston Capital's JAADE Private Assets Fund bucks that trend by offering retail investors exposure to unlisted Australian growth companies. Like private equity, JAADE's managers act as a partner with the companies it invests in by holding a space on their respective boards. It's a model that clearly works. As of June this year, the retail fund has returned 14.48% pa over three years and almost 18% per annum since inception. In today's episode, Livewire's David Thornton sits down with Jayne Shaw, Investment Director at Ellerston Capital and analyst for the JAADE fund. Jayne didn't take the typical road into funds management. Initially trained as a nurse, she went on to take a number of roles in leadership positions in healthcare organisations. This appropriately explains why Jayne looks after the healthcare allocation within the JAADE fund. She also explains why the “carpark indicator” is a great way to know when the deals are on in private equity.  Topics include: the evolution of private equity over the last few years, today's deal flow, the first order principles that guide Jayne's process; and the investment case for Mable and Prospection – two companies that are shaking things up in the healthcare space.  Timestamps 0:00 - START 2:30 - An uncommon journey 5:03 - Private equity has changed 10:17 - Dry powder 12:16 - Counting cars 14:00 - JAADE  16:00 - It all comes down to the people 19:58 - Hard conversations 21:30 - Earnings runway 22:25 - Mable 25:40 - Prospection 32:39 - Why healthcare companies are good investments 37:07 - Don't put too much weight in the past 42:00 - A company for the bottom drawer

Value investing is all about buying stocks that are trading below their intrinsic value.  In practical terms, that often involves investing in companies and sectors that have been shunned by the market due to particular macro headwinds.  "It should be no surprise as to where the pockets of opportunity are," says Tim Carleton, Auscap Asset Management CIO and today's guest on the Rules of Investing.  "They're in the more cyclical sectors that people are most concerned about from an earnings perspective." In today's interview with Livewire's David Thornton, Tim runs through two retail stocks in the Auscap Long Short Australian Equities Fund that fit this profile. I won't give them away, but one is the only stock on the ASX with a return on equity above 50%, while the other is a long-term compounder poised to take market share.  He also discusses why he's avoided the tech and energy sectors, what he expects from earnings season, why he doesn't put much weight in earnings beats and misses, and why lithium is a crowded trade (yet remains invested in it).  Note: This episode was recorded on July 26, 2023.  Timestamps 0:00 - START 1:30 - Have we avoided a hard landing? 3:30 - Australian base case 4:30 - Reporting season 10:00 - Stock prices follow earnings 12:30 - A checklist for finding value 14:20 - Consumer discretionary in 2023 17:55 - Two COVID beneficiaries primed for growth 20:50 - Avoiding tech and energy 23:00 - Lithium is crowded, but does that matter? 29:20 - Look past the market's time horizon 44:00 - Bottom drawer retail stock  

SHOW NOTES:In memory of my dear friend David Thornton, I share this episode with a heart filled with sadness and joy. The essence of my sadness grieves deeply for a fallen EDPat while the essence of my joy beams peace for having created such a beautiful time capsule. At the time we recorded this episode, my intuition made it very clear that it was too early to publish. It was 2020 and there was so much going on for David that I was led to simply file the content and leave it be. When I recently heard of his transition, I decided to search for the episode and listen to it again.It's only now that I feel absolute peace sharing this story that he graciously shared with me years ago.  It manifests today as a type of audio archive to share his humor, his laugh, and his charisma, all of which explain why he was loved by so many.  SUPPORT US: Want to Contribute to (A)Broad in Education?1. Subscribe: Hit the subscribe button on whichever platform you listen to your favorite podcasts!2. Share an episode: Like what you're listening to? Got someone in mind who might like it too? It literally takes a second to click and send. Listenership helps with sponsorship and with sponsorship, we all win!3. Leave a Review: Right on your podcast app or over on Twitter or Instagram, tell me what you think. What's on your mind?Subscribe to the (A)Broad in Education newsletter. 

Hello and welcome to the rules of investing, brought to you by Livewire Markets. I'm your host David Thornton. A year ago I sat down with Oscar Oberg, lead portfolio manager at Wilson Asset Management. His thesis then was that small caps were beaten down and due some mean reversion.   Alas, small caps haven't done much since then, with the Small Ords returning 3.91%. Yet Oscar's thesis also remains unchanged. In fact, it's gotten stronger! Not only is he positioning for a rebound in smalls and microcaps, he's doing it with overweight exposure to consumer discretionary, a sector that has been tarred and feathered by today's macroeconomic landscape of high inflation and high rates. As Oscar puts it, “there's no mean reversion without consumer discretionary.” In the upcoming episode, Oscar lays out this thesis and the companies that make it up. He also discusses the relationship between the tech rally and small caps, generating return with short-term tactical trades, how he deals with low liquidity, and the primed aged care stock currently under takeover.   Here's a taste of what you can expect.

#Knowledge #Faith #RedpillDavid Thornton - A God fearing man, a Father, a Brother, a Husband, GOOD FRIEND. R.I.P. (REST IN POWER)Support this podcast at — https://redcircle.com/soulutionsformen/exclusive-content

Patriot Pictures and XYZ Films have brought on Wayward Entertainment to Release GOD IS A BULLET, screenplay written and directed by critically-acclaimed director Nick Cassavetes, for a wide release exclusively in US theaters on June 23, 2023. The action thriller stars Maika Monroe, Nikolaj Coster-Waldau, Karl Glusman, JanuaryJones, Paul Johansson, David Thornton and Jamie Foxx.The film will expand to a digital release in the US on July 11, 2023. Inspired by true events and based on the best-selling novel "God Is A Bullet" written by Boston Teran, the film is produced by Michael Mendelsohn from Patriot Pictures and Donald V. Allen. Kim H. Winther and Jim Steele are co-producing. The film follows detective Bob Hightower (Nikolaj Coster-Waldau), who finds his ex-wife murdered and his daughter kidnapped by an insidious cult. Bob takes matters into his own hands and infiltrates the secretive cult to try to save his daughter. With the help of the cult's only female victim escapee, Case Hardin (Maika Monroe), Bob and Case go down the rabbit hole with The Ferryman (Jamie Foxx) to save his daughter and find closure for Case from the cult-and its maniacal leader (Glusman)-that took so much away from her.

Patriot Pictures and XYZ Films have brought on Wayward Entertainment to Release GOD IS A BULLET, screenplay written and directed by critically-acclaimed director Nick Cassavetes, for a wide release exclusively in US theaters on June 23, 2023. The action thriller stars Maika Monroe, Nikolaj Coster-Waldau, Karl Glusman, JanuaryJones, Paul Johansson, David Thornton and Jamie Foxx.The film will expand to a digital release in the US on July 11, 2023. Inspired by true events and based on the best-selling novel "God Is A Bullet" written by Boston Teran, the film is produced by Michael Mendelsohn from Patriot Pictures and Donald V. Allen. Kim H. Winther and Jim Steele are co-producing. The film follows detective Bob Hightower (Nikolaj Coster-Waldau), who finds his ex-wife murdered and his daughter kidnapped by an insidious cult. Bob takes matters into his own hands and infiltrates the secretive cult to try to save his daughter. With the help of the cult's only female victim escapee, Case Hardin (Maika Monroe), Bob and Case go down the rabbit hole with The Ferryman (Jamie Foxx) to save his daughter and find closure for Case from the cult-and its maniacal leader (Glusman)-that took so much away from her.

Get your puke bags and your indie film credentials out. Terrifier 2 shocked audiences with its over-the-top blood and gore. At the same time, it shattered expectations for what a slasher looks like in 2022. The cult of Terrifier and Art the Clown has taken off, helping Terrifier 2 secure four wins at the Chainsaw Awards in May. AJ/Alan and Ryan jump into the fray as they wrestle with a film they admire, even when it pushes beyond their comfort level.  00-2:00: Intro/Trailer 2:00 - 7:30 - Background on Terrifier 7:30 - 9:00 - Terrifier 2 Plot 9:00 - 16:00 - Terrifier 2 Criticism 16:00 - 30:00 - David Thornton, Lauren Lavera, Damien Leone & The State of Gore Horror 30:00 - 34:40 - The future of Terrifier 34:40 - 40:00 - ScreamBox vs. Shudder vs. Studio Horror 40:00 - 42:30 - Savini and Leone 42:30 - End - The Lugosi Awards! 

It's Radha's third movie! And? And I don't know about you, but if I had a boner for my neighbor, I still wouldn't be like yeah let's snort heroin together that sounds awesome. I member when this came out on VHS and it looked boring. Granted, I was 16 and it just had two snuggly ladies snuggling on the cover and that name doesn't inspire excitement, but here I am, an old man, watching these ladies get horned up for each other while doing bumps of H. Is it good? Has it aged well? People loved this thing when it came out. You know what I will say? BILL SAGE RULES. BILL? BILL, I LOVE YOU. It also has Ally Sheedy, Patricia Clarkson, Gabriel Mann, and David Thornton.

Investing hasn't been easy these past few years amid a pandemic, soaring inflation and monetary tightening. The ASX200 did 1.4% in 2020, 17% in 2021 and then -1% last year. Hugely volatile.  But it's in times like this when the cream rises to the top. As most fund managers struggle to match the benchmark, Datt Capital's Absolute Return fund has returned an enormous 25% per annum over the last three years. It's a staggering performance that most fund managers would give their left arm to get. In this week's episode of The Rules of Investing, Livewire's David Thornton speaks to Emanuel Datt, founder of Datt Capital. Datt's modest demeanour belies the rockstar performance he's generated. Not one to rest on his laurels, though, he's about to launch a new small-cap fund that seeks to outperform the Small Ordinaries Index by 5% per annum. While the fund may be new, Datt's experience with small cap stocks certainly isn't - he bought market darling Afterpay at $6, long before it became Australia's largest ever takeover at a cool $39 billion.  Datt discusses: the processes and investments that netted the absolute fund such stellar numbers; how he found Afterpay; why he believes now is the time to get into small caps; and the investment opportunity he sees in rare earths.  Note: this episode was recorded on Tuesday May 16, 2023 Timestamps 1:50 - The man behind Datt Capital 3:20 - Opening up shop 4:30 - Achieving 25% p.a. 7:30 - Rare earths 12:00 - The opportunity in small caps 19:00 - The sectors leading small caps 21:00 - Spotting Afterpay 24:00 - Red flags 27:00 - Finding sustainable companies 30:10 - Inflation can't be understated 31:20 - Winning big with Adriatic Metals (ASX: ADT)

On this week's episode of The Rules of Investing, Livewire's David Thornton sits down with Alan Kohler AM, one of the country's preeminent business journalists.  Alan first cut his teeth in 1969 as a cadet at The Australian. From 1985 and 1988 he served as editor of the Australian Financial Review, and was editor of The Age from 1992-1995. In 2007, together with Robert Gottliebsen and Stephen Bartholomeusz, Alan founded Australian Independent Business Media, publisher of Business Spectator and Eureka Report. In 2016, after selling the business to News Corp, Alan founded The Constant Investor, which was sold on to Investsmart.  In a case of full circle, Alan now once again writes for the Eureka report. He also pens a regular column for The New Daily, hosts The Money Café (with Alan Kohler), and you'll still find him in your living room reading the finance on the ABC.  In today's episode, Alan why the RBA has become too hawkish (and the consequences of it being so), the overhaul needed at the Reserve Bank of Australia (RBA), and his views on funds management. Note: This episode was recorded on March 7, 2023.    Timestamps 2:34 - It's all in the hands of the RBA 5:00 - Elevated inflation isn't ideal, but it's ok 5:30 - All roads lead to the inflation target 8:30 - Renovating the central bank 12:20 - What is guidance, anyway? 15:30 - Should Parliament carry its weight? 19:30 - What is priced into equity markets? 21:35 - What to look for in an actively managed fund 23:35 - What is a reasonable net return from a balanced fund? 24:50 - The role of ETFs in the portfolio

On this week's episode of The Rules of Investing, Livewire's David Thornton sits down with Alan Kohler AM, one of the country's preeminent business journalists.  In the upcoming episode, we discuss the one thing that will tip markets into recession (or won't), the overhaul needed at the Reserve Bank of Australia (RBA), and his views on funds management. 

The Smorgon family is one of Australia's great wealth building stories. The family emigrated from Ukraine in 1927, opening a Kosher Butcher shop in Carlton soon after. Through the 1930s, the family expanded into wholesale meat and canning industries and, by the time the decade was up, were exporting meat and canned fruit goods to the United Kingdom. Victor Smorgon AC and the family established Smorgon Consolidated Industries in 1942, and this is when things really started to take off. In the 50s, the family added paper and packaging businesses to their repertoire, while the 80s saw the addition of a glass and plastic packaging company. But it was the Steel industry where the Smorgon family displayed its appetite and aptitude for disruption, with Smorgon Steel going on to become the country's largest vertically integrated producer of steel and steel products. In 1995, with a heavy heart, Victor and the family divested Smorgon Consolidated Industries. In its place came Victor Smorgon Group, which is today one of Australia's premier family offices.  In today's episode of The Rules of Investing, Livewire's David Thornton sits down with Peter Edwards – the late Victor's grandson and CEO of Victor Smorgon Group.   We discuss: The Smorgon family's flair for disruption The way a family office invests, and The multi strat fund that has recently opened its doors to outside money.   

Your Heard Tell for Thursday, January 12th, 2022, is turning down the noise of the news cycle and getting to the information we need to discern our times by turning to a pilot's explaination of the latest air travel disruption, as David Thornton's piece at Ordinary-Times.com breaks down the "ground stop", what is NOTAM, and why the latest hot mess is a symptom of a much bigger systematic issue. President Biden has even more classified documents turn up in places they should not have been from his time as VP, we talk about how this should be a easy story to follow and cover...but we don't live in the "should" world. Heard Tell favorite, writer and podcaster Dennis Sanders returns to talk about the Republican Party's lack of "institutional control" for the last several years lead to the chaos we now see, the leaders the GOP currently has, and what it means politically and structually for the party going forward. Plus we update the Damar Hamlin story with the best news possible, and how folks' response to it might just save someone elses life in the future. All that and more on this Thursday edition of Heard Tell. --------------------Questions, comments, concerns, ideas, or epistles? Email us HeardTellShow@gmail.comPlease make sure to subscribe to @Heard Tell , like the program, comment with your thoughts, and share with others.Support Heard Tell here: https://app.redcircle.com/shows/4b87f374-cace-44ea-960c-30f9bf37bcff/donationsSupport this podcast at — https://redcircle.com/heard-tell/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

When volatility strikes, investors invariably become more reflexive and less disciplined.  But investing with reckless abandon is almost certainly going to lead to bad outcomes.    Experienced investors stick to the game plan - a game plan borne of experience and a process that's been tried and tested through the full business cycle.   On today's episode of The Rules of Investing, David Thornton sits down with Matt Williams from Airlie Funds Management.  Matt cut his teeth in 1993 when he joined Perpetual Investments as an equities dealer. That was followed by 17 years at Perpetual, working alongside heavy hitters including Anton Tagliaferro, Peter Morgan, and John Sevior. There he held the role of head of equities from 2011 to 2015. He joined Airlie in 2016, with a remit that includes Australian share strategies for institutional clients and the Airlie Australian Share Fund for retail clients. This year, Matt was recognised as one of the best in the business and inducted into the Hall of Fame, joining a small and distinguished list of Australia's best fundies (including the three Perpetual alumni mentioned above).    Matt explains why the Aussie market has fared better than its global peers, where valuations are and where they're going, and the one Aussie company Matt reckons is made for Berkshire Hathaway's portfolio.  Note: this episode was recorded on Thursday December 13, 2022. Timestamps 1:40 - Leaning from mentors, past and present 3:15 - It's not only what you own, it's what you avoid 5:00 - Why the Aussie market has outperformed global peers 8:00 - Cash is king 14:00 - Stress testing companies 18:30 - Defensive anchors 20:00 - Getting in early with Mineral Resources (ASX: MIN)  22:00 - Upgrade the quality when the market falls 23:00 - Buying blips 28:04 - A business made for Buffett

Growth investing has ruled the roost for the last decade. If you wanted astronomical gains, Big Tech was the train you needed to be on. Didn't matter which carriage, they were all coupled together.    But that all went belly up this year, with the growth-focused Nasdaq losing roughly a third of its value thanks to inflation, rates and slowing output.   If 2022 has taught us anything, it's that a regime change in markets has arrived with a bang. In the latest episode of The Rules of Investing, Livewire's David Thornton sits down with Sam Ruiz, a Portfolio Specialist in the Equity Division at T. Rowe Price. Sam hasn't lost any enthusiasm for growth investing. Instead, he acknowledges that the rulebook that worked so well through the 2010s should be put back on the shelf. Among many other key insights, Sam believes that the choice between growth and value is not the binary choice many make it out to be. The growth stocks that will excel in this market, and there are many, will share many many attributes with their value-focused cousins.   Topics discussed include the muscle memory plaguing markets, the changing face of growth, and the importance of capital. He also goes deep on a widely dismissed traditional sector that he believed could grow 2x in the coming years! Note: this episode was recorded on Monday November 28, 2022.  Timestamps 1:30 - Will the multiple mindset continue? 4:30 - Dark days for speculative growth 5:55 - Prices follow returns and narratives follow price 8:20 - Pitfalls of total addressable market 10:10 - Growth companies fed off multiples 16:30 - Dispersions = opportunities 18:40 - Don't count out cyclicals 21:20 - False dichotomy of growth vs value  22:15 - Importance of cash balances 28:00 - Hunting for idiosyncratic companies 29:00 - Opportunities in emerging markets 23:40 - A contrarian view on a dismissed sector 32:00 - Fight for money has changed the game 33:40 - A Big Tech stock worth its weight 36:30 - A Brazilian bank for the bottom drawer  

It's been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was selling off, commodities went on a bull run!  It's a highly volatile sector, exposed to just about every macroeconomic variable there is, so investing in it takes a unique skill set. But as you'll learn, it's a first-order beneficiary of the big trends that will define markets over the coming decades. And that means massive returns.  In today's episode of The Rules of Investing, Livewire's David Thornton is joined by Luke Smith from Ausbil Investment Management. Luke runs Ausbil's Global Resources Fund. The fund invests in natural resources companies using a top down and bottom up approach. It also goes short to help manage risk.   Luke explains why he's so bullish on battery metals, how the decarbonisation supercycle will pull commodities along for the ride, the mismatch between the nearish micro narrative surrounding China and what he's seeing at the micro level, and how he finds companies with relative value.  Note: this episode was recorded on Thursday November 11, 2022.  Timestamps 1:20 - Ausbil Global Resources Fund 4:10 - High demand, low supply in battery metals 9:30 - Falling demand in the West, accelerating demand in the East 10:15 - Macro fears distracting from micro strength 11:50 - Positioning through the commodities bull market 12:40 - Lacking investment in new supply 13:30 - Lithium spodumene price goes 25x 16:00 - Lithium, Cobalt and Copper are key for electrification 18:30 - Energy was on a tear before Russia-Ukraine 19:00 - Don't write off fossil fuels 20:50 - Separating signals from noise 24:00 - Don't be negative in a negative market 30:00 - Don't equate Aussie EV penetration with demand for electrification 32:00 - As relative value shifts, so should your exposures 37:00 - Commodities fundamentals are stronger than the macro narrative 41:08 - Betting against the market in 2020 43:10 - A Decarb stock for the bottom drawer

On today's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn, David Thornton, and Mark Shipp. Special guests include Kenny Weiss Sr. and Jr. to talk about the upcoming turkey calling contest in Jackson as well as Blakley Ellis talking about next week's banquet and how to get tickets. --- Support this podcast: https://anchor.fm/wnsp/support

The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than it's ever been.  When the market is driven by momentum, as it has been through the past decade, piling onto winners has paid off. And why wouldn't it? Earnings have been easy to fuel when debt costs next to nothing, in a market where the shareholders reward the pursuit of market share - no matter how it's achieved. In today's episode of The Rules of Investing, David Thornton sits down with Mark Landau – Co-Founder and Chief Investment Officer at L1 Capital.  Mark started L1 in 2007, alongside Raphael Lamm. Their flagship long-short strategy has returned a whopping 18.7% per annum since inception, and was ranked in an HSBC survey as the ‘Best Performing Hedge Fund Globally' in 2015 and ‘Top 20 Hedge Fund Globally' in 2016, 2017 and 2021.  The episode covers an enormous amount of ground. We discuss everything from the uniqueness of today's market, where L1 is deploying capital, what makes earnings sustainable, the importance of balance sheets. Mark also tells us why the investing playbook of the last decade should be put back on the shelf.  Timestamps 1:15 - Origins of L1 Capital 3:20 - Lessons from the GFC 5:30 - The problem with long-only investing 6:00 - Quality value strategy 8:10 - Today's unprecedented market cycle 10:00 - No quick fix for inflation 19:55 - How macro informs a bottom-up approach 22:30 - Where L1 is deploying capital 24:30 - Expensive defensives  28:00 - Sustainable P/E ratios 30:30 - Importance of under-geared balance sheets 31:10 - Pricing power 32:00 - Management teams on notice 35:30 - What makes a good short 42:50 - 3 favourite questions

On today's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Don Green, Bobby Abruscato, and David Thornton. Today's special guest, Chip Gillikin, talks about the upcoming Grinnell tournament as well as his YouTube page. --- Support this podcast: https://anchor.fm/wnsp/support

On today's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Wayne Miller, Bobby Abruscato, and David Thornton. Today's special guest is Austin Delano who talks about food plot planting. --- Support this podcast: https://anchor.fm/wnsp/support

On today's Sportsman's Marine Outdoors Show, Alan White gets fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn, and David Thornton. Today's special guest is Michael Lacy for the Delta Waterfowl. --- Support this podcast: https://anchor.fm/wnsp/support

On today's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Don Green, Bobby Abruscato, Joe Dunn, and David Thornton. Today's special guest is Jay Graddick, who gives a deer report. --- Support this podcast: https://anchor.fm/wnsp/support

On today's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn, David Thornton, and Mark Shipp. They also talk to Marc Brenner about getting ready for bow season. --- Support this podcast: https://anchor.fm/wnsp/support

On today's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Don Green, Bobby Abruscato, Joe Dunn, Mark Shipp, and David Thornton. --- Support this podcast: https://anchor.fm/wnsp/support

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic has left economies and markets rattled by supply chain problems, inflation, and rate hikes.  Big tech has been hit the hardest as investors flee long-duration stocks.  However, despite sharing an acronym, the big tech stocks have been split down the middle. Some companies are awash with cash and trading at extremely attractive multiples. Others look like emperors with no clothes.   This is one of the topics Livewire's David Thornton tackles with Mary Manning from Alphinity Investment Management. Mary is a Portfolio Manager for the Alphinity Global Fund and Alphinity Global Sustainable Fund. She's been investing in global markets for over 20 years with stints working for Ellerston Capital, Oaktree Capital and Soros Fund Management. We also go deep on US-China relations and compare the two starkly different markets, as well as Mary's interesting take on the ESG challenges brought about by Artificial Intelligence.  Timestamps 1:00 - Back on the road and takeaways 2:00 - low-end vs high end-consumer 3:30 - Diverging FAANGS 8:20 - Big tech profitability 13:20 - US-China hostilities 16:00 - Operating in China 19:00 - Weaponised trade 25:30 - Investing in China 29:00 - Sustainability and AI 37:00 - 3 favourite questions

Investment management can be a brutal business. When you're talking small caps, the brutality is amplified orders of magnitude.  Between March 20 and September 3 last year, the ASX Small Ordinaries Index sky-rocketed 44.38%. That's the kind of performance that will make a fund manager euphoric, but also nervous. Mean reversion is a thing.  Eventually, you need to pay the piper for that kind of performance. And pay the piper the small cap sector most certainly did, in the form of a 25% downward correction.   But just as what goes up must come down, what goes down will eventually go up. And we may have passed that inflection point, with the Small Ords Index up over 11% in the last month.  In this episode of The Rules of Investing, Livewire's David Thornton sat down with Donny Buchanan, Co-Founder, CIO and Portfolio Manager for the Lakehouse Small Companies Fund.  Donny's fund has been swept up in the sell-off. But frankly, so has just about every fund. What's important is how they set themselves up for the recovery. You make money in the buying, after all.   Donny discusses the problems associated with valuing tech growth, the importance of believing in and sticking to your fund's mandate, and the lessons he's taken away from this latest sell-off.  He also offers up a small cap tech stock that is quietly forming a monopoly by creating its own ecosystem. 

Alan White and Doug Max get fishing reports from Don Green, Bobby Abruscato, Joe Dunn and David Thornton, and talk to Chuck Sykes, the Director of Wildlife and Freshwater Fisheries. --- Support this podcast: https://anchor.fm/wnsp/support

On today's Sportsman's Marine Outdoors Show, Alan White talks to Austin Delano about wildlife management and gets fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn, and David Thornton. --- Support this podcast: https://anchor.fm/wnsp/support

With Alan White in Alaska, Doug Max gets fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn, and David Thornton. He also talks to Marc Brenner about trapping. --- Support this podcast: https://anchor.fm/wnsp/support

In this week's Sportsman's Marine Outdoors Show, Alan White and Doug Max get fishing reports from Wayne Miller, Bobby Abruscato, and David Thornton. They also talk to special guest Coleman Moore, VP of Publicity for the Alabama Deep Sea Fishing Rodeo. --- Support this podcast: https://anchor.fm/wnsp/support

Alan White and Doug Max get fishing reports from Don Green, Bobby Abruscato, Joe Dunn, Scott Bannon, and David Thornton and also talk about the upcoming duck calling contest which offers free admission! --- Support this podcast: https://anchor.fm/wnsp/support

Alan White and Doug Max get fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn and David Thornton then Austin Delano talks wildlife management! --- Support this podcast: https://anchor.fm/wnsp/support

Alan White and Doug Max talk Delta with Don Green, Sportsman's Marine with Jason Domangue, in-shore with Abruscato, Coastal Conservation with Blakeley Ellis, kayak fishing with Mark Shipp and pier fishing with David Thornton! --- Support this podcast: https://anchor.fm/wnsp/support

Doug Max gets fishing reports from Wayne Miller, Bobby Abruscato, Joe Dunn and David Thornton then Kenny Weiss and Kenny Weiss Jr. do some turkey calling and talk about the World Champion Turkey Calling Competition which is coming up! --- Support this podcast: https://anchor.fm/wnsp/support

Alan White and Doug Max talk Delta with Wayne Miller, Sportsman's Marine with Jason Domangue, in-shore with Bobby Abruscato, Miller's Ferry with Joe Dunn, Bassmaster Go Outside Program with Laurie Tisdale and Laura Agee, upcoming fishing tournament with Brandon Peters and pier fishing with David Thornton! --- Support this podcast: https://anchor.fm/wnsp/support

Alan White talks Mobile-Tensaw Delta with Don Green, Sportsman's Marine with Jason Domangue, in-shore fishing with Bobby Abruscato, Miller's Ferry with Joe Dunn, land management with Austin Delano, kayak fishing with Mark Shipp and pier fishing with David Thornton! --- Support this podcast: https://anchor.fm/wnsp/support

Fort Worth Cold Case detectives solved the murder of 17-year-old Carla Walker after it had gone cold for nearly five decades. They analyzed old evidence using genetic genealogy and new DNA extraction technology pioneered by Othram, a forensic genealogy lab in the Woodlands, a suburb of Houston.  17-Year Old Carla Walker Abducted in August of 1974 Othram matched the DNA to a test submitted to a genealogy site by a member of the killer's family tree. Othram did not disclose the relative's name.  Cold case investigators Jeff Bennett and Leah Wagner identified 78-year-old Glen McCurley, who was among the original suspects. McCurley confessed to them when confronted with the DNA evidence.  Genetic genealogy was used in the Golden State Killer case, but this was the first time the technology made it to a courtroom. Glen McCurley Sentenced To Life In Prison Under McDuff Capital Murder Law McCurley pleaded guilty after two days of testimony in his capital murder trial in August of 2021. More than 1,000 cases remain unsolved in Fort Worth alone. Paying for expensive DNA tests and travel expenses for investigators makes the task even more difficult. Detective Jeff Bennett created the FWPD Cold Case Support Group in the wake of the Walker case. This nonprofit foundation accepts tax-deductible donations to help solve Fort Worth's unsolved murders. Make An Online Donation with a note that you heard about this on True Crime Reporter™ Podcast or mail a check to: FWPD Cold Case Support Group PO Box 185052 Fort Worth, TX 76181-0052, US The seven members of the FWPD Cold Case Support Group Board of Directors are: Detective Jeff Bennett, Detective Leah Wagner, Jim Walker (brother of Carla Walker), Emily Dixon (Tarrant County Criminal District Attorney's Office), Detective John Galloway, former Sgt. David Thornton (who started the cold case unit in the 2000s), and Adam Palmer (founder of the oil and gas company Resource Sense LLC.) FOLLOW the True Crime Reporter® Podcast  SIGN UP FOR my True Crime Newsletter THANK YOU FOR THE FIVE-STAR REVIEWS ON APPLE Please leave one – it really helps. TELL ME about a STORY OR SUBJECT  that you want to hear more about

Fort Worth Cold Case detectives solved the murder of 17-year old Carla Walker after it had gone cold for nearly five decades. They analyzed old evidence using genetic genealogy and new DNA extraction technology pioneered by Othram, a forensic genealogy lab in the Woodlands a suburb of Houston.  17-Year Old Carla Walker Abducted in August of 1974 Othram matched the DNA to a test submitted to a genealogy site by a member of the killer's family tree. Othram did not disclose the relative's name.  Cold case investigators Jeff Bennett and Leah Wagner identified 78-year old Glen McCurley who was among the original suspects. McCurley confessed to them when confronted with the DNA evidence.  Genetic genealogy was used in the Golden State Killer case, but this was the first time the technology make it to a courtroom. Glen McCurley Sentenced To Life In Prison Under McDuff Capital Murder law McCurley pleaded guilty after two days of testimony in his capital murder trial in August of 2021. More than 1,000 cases remain unsolved in Fort Worth alone.  Paying for expensive DNA tests as well as travel expenses for investigators makes the task even more difficult. In the wake of the Walker case, Detective Jeff Bennett created the FWPD Cold Case Support Group, a nonprofit foundation to accept tax-deductible donations to help solve Fort Worth's unsolved murders. In this episode of True Crime Reporter™ Confidential Investigative Reporter Robert Riggs takes listeners inside the crime scene tape with Detective Jeff Bennett who reopened the case in 2019. Make An Online Donation with a note that you heard about this on True Crime Reporter™ Podcast or mail a check to: FWPD Cold Case Support Group PO Box 185052 Fort Worth, TX 76181-0052, US The seven members of the FWPD Cold Case Support Group Board of Directors are: Detective Jeff Bennett, Detective Leah Wagner, Jim Walker (brother of Carla Walker), Emily Dixon (Tarrant County Criminal District Attorney's Office), Detective John Galloway, former Sgt. David Thornton (who started the cold case unit in the 2000s), and Adam Palmer (founder of the oil and gas company Resource Sense LLC.)

Fort Worth Cold Case detectives solved the murder of 17-year old Carla Walker after it had gone cold for nearly five decades. They analyzed old evidence using genetic genealogy and new DNA extraction technology pioneered by Othram, a forensic genealogy lab in the Woodlands a suburb of Houston.  Othram matched the DNA to a test submitted to a genealogy site by a member of the killer's family tree. Othram did not disclose the relative's name.  Cold case investigators Jeff Bennett and Leah Wagner identified 78-year old Glen McCurley who was among the original suspects. McCurley confessed to them when confronted with the DNA evidence.  Genetic genealogy was used in the Golden State Killer case, but this was the first time the technology make it to a courtroom. McCurley pleaded guilty after two days of testimony in his capital murder trial in August of 2021. More than 1,000 cases remain unsolved in Fort Worth alone.  Paying for expensive DNA tests as well as travel expenses for investigators makes the task even more difficult. In the wake of the Walker case, Detective Jeff Bennett created the FWPD Cold Case Support Group, a nonprofit foundation to accept tax-deductible donations to help solve Fort Worth's unsolved murders. In this episode of True Crime Reporter™Confidential Investigative Reporter Robert Riggs takes listeners inside the crime scene tape with Detective Jeff Bennett who reopened the case in 2019. Make An Online Donation with a note that you heard about this on True Crime Reporter™ Podcast or mail a check to: FWPD Cold Case Support Group PO Box 185052 Fort Worth, TX 76181-0052, US The seven members of the FWPD Cold Case Support Group Board of Directors are: Detective Jeff Bennett, Detective Leah Wagner, Jim Walker (brother of Carla Walker), Emily Dixon (Tarrant County Criminal District Attorney's Office), Detective John Galloway, former Sgt. David Thornton (who started the cold case unit in the 2000s), and Adam Palmer (founder of the oil and gas company Resource Sense LLC.) We want to become your favorite true crime podcast. Please leave a review wherever you listen. Join our true crime community and follow us here.  True Crime Reporter™ is a @2022 copyrighted and trade-marked production by True Crime Reporter, LLC, in Dallas, Texas.     See omnystudio.com/listener for privacy information.