Podcasts about defensive

Nathan Zegura joins Ken Carman and Anthony Lima before entering the broadcast booth for Sunday's game in Las Vegas between the Raiders and the Cleveland Browns.

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Eric Criscuolo, Market Strategist at the NYSE, recaps a week defined by fading AI momentum and shifting rate expectations. The S&P 500 broke below its 50-day average before Nvidia's blowout earnings briefly lifted sentiment, only for gains to fade as selling resumed. Defensive sectors outperformed while Tech and Consumer Discretionary led declines, and crypto weakness added to risk-off signals. Labor data pushed yields lower and revived rate-cut bets, even as volatility ticked higher. The week closes with markets testing the 100-day average and eyes on holiday-shortened trading, economic updates, and sector rotation ahead.

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In this week's episode, Vance Bedford and Sam Webb discussed Michigan's defensive performance in their 24-22 win over Northwestern, highlighting the team's resilience despite losing the turnover battle 5-0. Bedford praised Wink Martindale's defensive strategy, particularly the pressure applied, but also noted problems with 50/50 balls and RPOs. Shifting to the defensive line, Bedford criticized deficiencies in maintaining gap responsibility during stunts. He stressed the need for stronger execution in the secondary, especially in man-to-man coverage. Finally, Bedford emphasized that the team must first focus on Maryland before turning their attention to Ohio State. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Michigan Football Defensive Breakdown with Vance Bedford seg3See omnystudio.com/listener for privacy information.

Michigan Football Defensive Breakdown with Vance Bedford seg2See omnystudio.com/listener for privacy information.

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In this episode, we're joined by Mamdouh Medhat, VP and Senior Researcher at Dimensional Fund Advisors, for an exceptionally deep, exceptionally nerdy exploration of factor investing—focusing on profitability, value, defensive equity, and the persistent misunderstandings that surround them. Mamdouh walks us through his retrospective paper (co-authored with Robert Novy-Marx) on the profitability premium, why profitability subsumes a wide range of quality metrics, and why it dramatically clarifies how we should think about defensive/low-volatility strategies. He also explains the role of profitability in value's US underperformance since 2007, why price-to-book remains a remarkably effective valuation metric, and how Dimensional incorporates these insights into portfolio construction. In the second half of the conversation, we shift to private markets. Mamdouh unpacks Dimensional's research on buyouts, venture capital, private credit, and private real estate—revealing what percentage of the global investable universe these funds actually represent, how to benchmark them properly, how much dispersion exists across managers, how fair-value accounting changed the game post-2007, and why many perceived diversification benefits are actually just return smoothing. Key Points From This Episode: (0:04) Intro to Mamdouh Medhat and why his research fits the Rational Reminder "nerdy happy place." (1:32) The story behind Mamdouh's retrospective paper with Robert Novy-Marx and the impact of the original profitability research on academia and practice. (5:36) Three things the paper examines: quality investing, defensive/low-risk strategies, and value—unified through profitability. (6:55) Why none of the 15 major academic and practitioner quality metrics add explanatory power beyond profitability. (8:18) How spanning tests show profitability explains quality, but quality does not explain profitability. (12:24) Quality measures largely load on profitability—they're noisier versions of the same thing. (13:14) The link between quality metrics and fundamental momentum, especially for QMJ and quarterly ROE. (15:18) Practical implications: profitability is a parsimonious, more efficient way to capture the "quality" dimension. (16:30) Defensive equity through the profitability lens—why high profitability predicts low volatility. (18:58) Why long-only low-volatility strategies produce zero five-factor alpha—and why a simple high-profitability/low-investment portfolio plus T-bills beats them. (22:14) Alternative value metrics (EBITDA/EV, intangible-adjusted book-to-market, etc.) don't outperform price-to-book when profitability is accounted for. (24:57) Many "improved" value metrics simply rotate in profitability exposure, not better value information. (26:17) Roughly half of US value's post-2007 underperformance is explained by its negative correlation with profitability. (28:42) Industry tilts (e.g., energy/financials vs. tech/healthcare) drive much of value's volatility—not its long-term return. (30:33) The theoretical case for combining clean valuation (price-to-book) with clean expected cash flow (profitability). (33:36) Academic implications: models must jointly explain value and profitability—and their negative correlation. (35:09) Practitioner implications: parsimony—use clear valuation and cash-flow measures, limit excessive complexity. (36:53) How Dimensional measures profitability: operating profitability (revenue – COGS – SG&A – interest) scaled by book equity. (41:09) Why tilting toward or away from countries based on aggregate characteristics rarely adds value—premiums come from stocks, not countries. (42:57) Industry-level tilts show similar patterns—industry momentum exists but is impractical due to massive turnover. (46:15) How Dimensional handles country and industry weights: sort within countries, then apply sector caps. (48:27) Private markets: private funds make up roughly 10% of the global investable universe—not 25–100% as sometimes claimed. (50:53) Benchmark choice for private funds is crucial—S&P 500 is not appropriate for buyouts or VCs. (52:00) Using KSPME (public-market equivalent), buyouts and VCs match small-cap value/growth benchmarks; private credit matches high yield; private real estate underperforms listed real estate. (55:50) Factor exposures post-2007 explain 70–80% of private-fund return variation due to fair-value accounting. (1:00:48) Wide dispersion in private-fund performance—top 5% double or triple capital; bottom 5% lose half. (1:03:49) Little evidence of manager persistence—manager selection must rely on due diligence, not past vintages. (1:08:24) No strong time trend in private-fund outperformance, but correlations with public markets have increased. (1:09:13) Many diversification benefits historically attributed to private assets were actually illiquidity-driven smoothing. (1:12:25) Rising demand and democratization likely reduce expected returns in private markets—exclusivity is fading.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

Ken Carman and Anthony Lima take you through what you may have missed About Last Night!

Defensive coordinator Shane Bowen speaks to the media Thursday from the Quest Diagnostics Training Center.See omnystudio.com/listener for privacy information.

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The Red Wings reached the 20-game mark in first place in the Atlantic Division. But does the record match the reality? This week on Red Wings Rant, we break down: The Wings' best shutdown third period of the season • Todd McLellan's message on game management — and why it matters • How Detroit blew a 4–1 lead, then responded with back-to-back wins • Why the stars (Larkin, DeBrincat, Raymond, Seider) are carrying this team • The rookies bounce back: Danielson, Finnie, ASP • Cam Talbot taking the starting job by force • John Gibson's struggles and what it means for the season • Whether Detroit's early success is sustainable Plus: how the Wings compare across the NHL at the 20-game benchmark — and what comes next.    Red Wings Rant: Where tirades and impassioned pleas about your Detroit Red Wings finally have a home.  JOIN THE DISCORD: https://discord.gg/rd2RUDkzuS Let's have fun!   Sponsored by Draft Kings!   Find us on your favorite Podcast App by clicking here: https://link.chtbl.com/redwingsrant   Episode sponsored by Draft Kings. Use promo code 'THPN' to unlock exclusive offers when you sign up! Red Wings Rant — Episode Narrative (Nov 19) “20 Games In: First Place… and Still Flawed?” The Detroit Red Wings reached the 20-game mark in first place in the Atlantic Division — a sentence that would've sounded insane seven days ago, when this team was stuck in the mud, blowing leads, and wrestling with its identity. And the wildest part? Both versions of the Red Wings — the playoff version, and the meltdown version — showed up this week. Last Week: A Test of Consistency We said: If the Wings could take advantage of a soft stretch — Ducks, Sabres, Rangers, Kraken — they could claw back into a strong position. One week later? They did exactly that. They handled Anaheim, threw away a 4–1 lead vs Buffalo but still got a point, gutted out a win at MSG, and closed out the Kraken with a mature, structured third period — something they haven't done most of the season. That's growth. That's progress. But the path to get here still tells us a lot about the team. Game Management: The New Buzzword That Actually Matters Todd McLellan has hammered this theme all year: “Until this group figures out what's important at certain times, we're going to have those nights.” Against Buffalo? Total collapse. Against New York and Seattle? Finally, the shutdown hockey he's been begging for. The Seattle third period wasn't flashy — five shots allowed, perfect breakouts, clean faceoffs, pucks deep, smart changes. It was the most professional 20 minutes this team has played this season. This is what real playoff teams do. But the challenge now is: Can it be repeated? Stars Are Driving the Bus Larkin, DeBrincat, and Raymond are all pacing career-level seasons: Larkin: 600 points + scoring at a star level Cat: Tenacious, complete, and reliable no matter the line Raymond: Finally looking healthy — nine points in his last four And Moritz Seider is quietly playing elite two-way hockey despite a few headline-grabbing mistakes. The Rookies: High Impact, High Volatility The 2023 class stole the show early, then went quiet… …and came roaring back against Seattle: Danielson's first NHL goal Nearly another (called back) Finnie's power-play goal after Danielson set him up ASP steadying after a rough stretch These three have brought energy AND mistakes — but the energy has clearly returned to the lineup. Goaltending: The Split Is Clear Cam Talbot: +1 GSAX, making the saves Detroit needs Steady, calm, veteran presence John Gibson: 11th-worst GSAX, sub-.875 save percentage High-danger rebounds, bad-angle goals, and collapsing confidence around him Detroit's Jekyll-and-Hyde identity? It's not just game management. It's also which goalie is in the net. 20-Game Snapshot: The Good and The Questions What's working: Stars producing PK massively improved Rookies making real contributions Defensive improvements in structure Third-period closure vs Seattle In playoff position despite flaws 1st place in the division at the quarter-mark What still needs answers: Will this team ever find consistent scoring from the middle six? Can Gibson turn it around? Can they avoid the rookie wall? Will they protect leads consistently? Can they replicate the Seattle third period against real contenders? This is a good team. It might even be a playoff team. But the story for the next 62 games is simple: Are the Red Wings learning how to win? Or surviving despite themselves? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Birds' elite defense continues to mask their offensive woes as they just keep winning. But consternation still abounds among the fanbase as the reminiscence of the 2023 collapse cannot be denied.

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EPISODE 248 Where Are They Now With Former ECU Defensive Tackle Jay Ross by Pirate Radio 92.7FM Greenville

After the Cardinals' 41-22 blowout loss to the 49ers, Jess an Seth react to what they saw and talk about Michael Wilson's career game, Jacoby Brissett's performance and the play on defense. 

America isn't just leading the AI race; it's increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the “gold + stocks up together” puzzle, why that correlation can bite in a tightening cycle, and Ruchir's “two cheers” case for Bitcoin as a portfolio asset whose utility still has room to grow. ---

Reacting to Dan Orlovsky's critique of the Patriots defensive scheme

Texas State football finally gets a win after huge defensive changes, but questions remain. Who called the defensive plays? Why did the defense change to the 3-3-5?Will the defense keep the 3-3-5? 

“Can you actually have too many elite defensive tackles—or is that the best problem in football?”On this episode of The Ben and Skin Show, Ben Rogers, Jeff “Skin” Wade, Kevin “KT” Turner, and Krystina Ray break down the Cowboys' revamped defense after a dominant win over the Raiders. The crew debates whether Dallas now has an embarrassment of riches at defensive tackle and what that means for the team's future.

(0:00-12:25) ESPN'S Adam Schefter joins the show(12:37-20:55) Today's headlines with Connor Thomas(21:02-32:23) Reaction to Vic Fangio's comment on some players improvement(32:36-42:15) How important it is for Eagles offense to do something Please note: Timecodes may shift by a few minutes due to inserted ads. Because of copyright restrictions, portions—or entire segments—may not be included in the podcast.For the latest updates, visit the show page Kincade & Salciunas on 975thefanatic.com. Follow 97.5 The Fanatic on Twitter, Facebook, and Instagram. Watch our shows on YouTube, and subscribe to stay up-to-date with all the best moments from Philly's home for sports!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Disguised Coverage, Anthony discusses the Buffalo Bills run defense on the heels of their victorious, yet rough outing vs the Tampa Bay Buccaneers run game in Week 11.Is the Bills run defense bad enough to hold them back this year? Can a bad run defense even do that? Is improvement possible as the season goes on? This episode dives into those questions, their answers, and more #buffalobills #billsmafia #nfl0:00 | Opening thoughts4:05 | Questions and comments from the live chat34:39 | Recent Super Bowl winners and their run defense metrics 42:17 | Run games for the 2025 AFC projected playoff teams52:07 | Defensive philosophy, body types, and ways to improve/fix the run defense1:25:10 | One Pie Pizza1:28:13 | Closing thoughtsPresenting Sponsor - One Pie Pizza https://www.onepiepizza.com/ Elevated Catering of Buffalo https://elevatedcateringbuffalo.com/Tell them Cover 1 and Disguised Coverage sent you!!Follow on Twitter: https://twitter.com/Pro__AntFollow on Bluesky: https://bsky.app/profile/proant.bsky.socialCover 1 would love to hear your thoughts on this topic and the show in general. Comment below and let us what you think!One Pass Premium Membership - https://www.cover1.net/onepass/Don't miss out on our PREMIUM CONTENT-Access to detailed Premium Content.-Access to our video library.-Access to our private Slack channel.-Sneak peek at upcoming content.-Exclusive group film room sessions & much more.Thank you for watching this video, we can't do it without the support of our fans. If you have any ideas for content you'd like to see from us, comment below. -DOWNLOAD THE COVER 1 MOBILE APP!► Android: https://play.google.com/store/apps/details?id=com.coverapp► iOS: https://apps.apple.com/us/app/id1532587486► Subscribe to our YouTube channel - https://www.youtube.com/channel/UClL6eJS1s8xmRoYRQbYgxQQ?sub_confirmation=1► Subscribe to our Cover 1 Network channel - https://podcasts.apple.com/us/podcast/cover-1-sports/id1370162953 -Cover 1 provides a multi-faceted analysis of the NFL and NFL Draft including Podcasts, Video blogs, Commentary, Scouting Reports, Highlights, and Video Breakdowns. NFL footage displayed is not owned by Cover 1. -Follow Us HereTwitter: https://twitter.com/Cover1Instagram: https://www.instagram.com/@Cover_1_Facebook: https://www.facebook.com/Cover1NFL/Official Merchandise:https://teespring.com/en-GB/stores/cover-1The Cover1.net website and associated Social Media platforms are not endorsed by, directly affiliated with, maintained, authorized, or sponsored by the NFL or any of its clubs, specifically the Buffalo Bills. All products, marks, and company names are the registered trademarks of their original owners. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder of their product brand.

There was some good defensive work and not only that in Steelers vs. Bengals game. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into an exhilarating PFF breakdown as the Packers secure a dominant win over the Giants, highlighted by Jordan Love's career-best performance. Host Ryan Schlipp unpacks the elite grades, offensive triumphs, and defensive mixed results that have fans buzzing. From Love's 93.1 overall grade to the offensive line's ongoing struggles, this episode delivers in-depth analysis for every Packers enthusiast. Jordan Love's historic 93.1 PFF grade, including three big-time throws and zero turnover-worthy plays, marking his best game ever. Offensive line woes exposed: High pressure rates on Love, with standout performances from Aaron Banks and critiques of Rasheed Walker and Jordan Morgan. Defensive highlights featuring Micah Parsons' dominant 90 grade and six pressures, plus emerging stars like Javon Bullard and Carrington Valentine. NFL news notes: Updates on Josh Jacobs' injury avoidance, Aaron Rodgers' fractured wrist, and reactions to other teams' struggles. This episode is brought to you by PrizePicks! Use code PACKDADDY and visit https://prizepicks.onelink.me/LME0/PACKDADDY to get started with America's #1 fantasy sports app. Subscribe, rate, and review on your favorite platform to never miss an episode—your support keeps the Packers conversation going strong! Join the discussion on social media with #PackernetPodcast #GoPackGo. To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast