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RUNDOWN Time for a post-Thanksgiving catch-up — from Hotshot's massive Bonnie Lake feast (and industrial-sized leftovers) to Mitch explaining why he avoids other people's stuffing, small talk, and social gatherings altogether. The guys 'roll' into a playful celebration of area code 360, spotlighting surprising celebrity ties: Sam Elliott's Clark College days, Hilary Swank's Bellingham childhood, The Rock's Vancouver roots, and of course Kurt Cobain — whose Aberdeen home, schools, and legacy still anchor the region. Mitch and Hotshot mourn Washington's deflating rivalry loss to Oregon, wondering what's happened to Damon Williams over the last few weeks and whether Jed Fisch's 8–4 season is real progress or just a tiny baby step. They pivot to the Seahawks' 26–0 shutout of a completely overmatched Vikings team led by one-and-done starter Max Broer, raising fresh concerns about Sam Darnold, a sputtering passing game, and what—if anything—you can actually learn from a win like that. Mitch then slips into full "Mr. Playoffs" mode, mapping out the Rams–Seahawks tiebreaker hell. Brady and Jacson join Mitch to break down Seattle's emphatic 26–0 shutout of Minnesota — the team's first since 2015 — powered by five takeaways, four sacks, and total defensive domination of an undrafted rookie QB. While the win keeps Seattle tied atop the NFC West, all three acknowledge the troubling offensive trend. The crew debates whether this defense — with Ernest Jones ascending, DeMarcus Lawrence wrecking pockets, Reek Woolen surging, and reinforcements like Julian Love near return — is good enough to carry a sputtering offense deep into January. Rick joins Mitch to dissect Washington's season-ending loss to Oregon — highlighting Damon Williams' late-year regression, disorganized reads, and off-timed footwork, while crediting Dante Moore for outplaying him in a game UW needed. They walk through the wild coaching carousel (Lane Kiffin to LSU? Will Ole Miss even let him coach the playoff?) and unravel the tangled playoff math: whether the Ohio State–Indiana loser still deserves a bye, how an Alabama loss would knock them out, and why Texas Tech's "purchased darlings" have a real shot to win it all. GUESTS Brady Henderson | Seahawks Insider, ESPN Jacson Bevens | Writer, Cigar Thoughts Rick Neuheisel | CBS College Football Analyst, Former Head Coach & Rose Bowl Champion TABLE OF CONTENTS 0:00 | Thanksgiving Leftovers, the 360 Area Code Deep Dive, and a Tour Through Kurt Cobain's Aberdeen Roots 10:57 | BEAT THE BOYS - Register at MitchUnfiltered.com 15:22 | Ducks Roll the Dawgs, Damon Williams Stalls, and the Seahawks Cruise While Playoff Math Gets Messy 35:39 | GUEST: Seahawks No-Table; Seahawks Blank Vikings 26–0, Rise to 9–3, and Spark Big Questions About Darnold, Pressure, and JSN Dependency 1:01:46 | GUEST: Rick Neuheisel; Neuheisel Breaks Down Oregon–UW, Lane Kiffin Chaos, and the High-Stakes Math of the New 12-Team Playoff 1:32:26 | Other Stuff Segment: three-six-oh shoutout to Ben Gibbard and Death Cab for Cutie in Bremerton, Huskies bowl projections (LA Bowl vs Boise State/UNLV, Sun Bowl vs SMU, or Holiday Bowl vs Pitt in San Diego), Lane Kiffin bolts Ole Miss for LSU and gets cussed out at the airport while Ole Miss fans also blame Pete Carroll and even God for "telling him to go," Vanderbilt QB Diego Pavia's brother Javier arrested again for public intoxication at Neyland Stadium, Jim Mora Jr leaves UConn for Colorado State and we revisit his infamous Hugh Millen "I'd leave in a second for UW" comment and his brutal Olindo Mare kicker rant, Carmel-by-the-Sea banning pickleball at public courts over nonstop paddle pop noise, Lions' Thanksgiving halftime show with Jack White bringing out Eminem for a Detroit super-collab, ozempic "perk" for men where losing weight makes everything look bigger downstairs, Paul Anka's new doc and his stories about Frank Sinatra's and Milton Berle's legendary endowments, Italy's "Mrs. Doubtfire" scam where a son dressed as his dead mom for years to steal her pension, Richard Simmons' Hollywood Hills house getting a big price cut on the market, RIPs: Fuzzy Zoeller – Masters and U.S. Open champion – dead at 74, HEADLINEs: France's far-right leader gets egged and floured like a human baguette, Brain scan reportedly shows Kim Kardashian has "low activity" upstairs, Trump supposedly slaps a "No fat chicks" sign outside the Oval Office, Thieves steal $90K worth of gourmet snails and instantly become the true escar-goats
Plus: Analysts say Chinese EV sales growth will likely slow. And Prysm Capital leads investment in Sokin, bringing the payments company's valuation to $300 million. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Snow is in the forecast, but the heat is on the field! Hear about Boomer's secret defensive juggernaut that can beat any NFL team and the Cowboys' exciting offense, including the Jerry Jones Micah Parsons demands. We discuss two people being called "hoes" this week—including Lane Kiffin and the controversial "housewife" quote—before celebrating Nick Folk's game-winner and hearing from Tyrod Taylor. The hour concludes with concern for broadcaster Rodney Harrison, a punter's death threat, and the icy Mets clubhouse drama between Lindor and Soto!
Which defensive monster has Boomer convinced can beat any team in the NFL? Plus, Gio makes the case for why the Cowboys are the most exciting watch! And you won't believe what Jerry Jones demanded from the Jets just to talk about Micah Parsons!
Defensive and run game concerns
Three Point Stance - Lane Kiffin departs Ole Miss for LSU // Potential impact of Patriots injuries // Defensive and run game concerns //
1:45 Dave Popkin Interview about Seton Hall's performance in Maui and 7-1 start32:50 UConn43:30 St. John's51:45 Rutgers
Mario Herron is back after thanksgiving break to go into the horrendous play by the Chicago Bulls. Mario goes through all the defensive struggles and what is wrong with this Chicago squad. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Lane Kiffin has left a playoff-bound Ole Miss team to become the next head coach at rival LSU. Defensive coordinator Pete Golding, the highest-paid coordinator in the SEC, takes over as the 40th head coach in school history. He'll guide the 11-1 Rebels into the College Football Playoff. The Rebels are positioned to host a first-round game in Oxford.Ben Garrett of the Ole Miss Spirit/On3 and Sudu Upadhyay went live amidst Sunday's chaos, including on-the-scene reporting from Spirit contributor Brad Logan on the ground. Join the Ole Miss Spirit for $1 today: (https://www.on3.com/teams/ole-miss-rebels/)Our Sponsors:* Check out FRE and use my code LISTEN20 for a great deal: https://frepouch.com* Check out Underdog Fantasy and use my code CHAMPIONS for a great deal: https://underdogfantasy.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Rutgers season ended in crushing fashion. A catastrophic Kaliakmanis fumble and an equally unforgivable defensive penalty cost Rutgers, as they lost 40-36 to Penn State in excruciating fashion.Driving for a 2 score lead late in the 4th, a 61 yard fumble recovery TD lost the game for RU. Jersey Guy Sports is available on all podcasting platforms. Listen on Spotify Listen on Apple Podcasts Listen on YouTube Listen on PocketCasts Listen on iHeart Radio Listen on Amazon Music Listen on TuneIn and Alexa Listen on other podcasting platforms here Socials Facebook, JGS Twitter, Threads, ...
Michigan Football Defensive Breakdown with Vance Bedford seg3See omnystudio.com/listener for privacy information.
Michigan Football Defensive Breakdown with Vance Bedford seg1See omnystudio.com/listener for privacy information.
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Defensive coordinator Charlie Bullen speaks to the media Friday from the Quest Diagnostics Training Center.See omnystudio.com/listener for privacy information.
The 49ers (8-4) head into Week 13 looking for their third straight win against a tough Browns (3-8) defense. San Francisco's defense is playing its best football of the season, forcing five turnovers in the last two games and showing major improvement in coverage and tackling.The matchup centers on the quarterbacks. Shedeur Sanders flashed in his debut but still struggled with accuracy and rhythm. With a weak run game and unreliable receivers, the 49ers can force him into mistakes if they stay disciplined.Brock Purdy must rebound after a three-INT performance and now faces the NFL's No. 2 pass defense, led by Myles Garrett, who's chasing the sack record. Cleveland allows just 132 passing yards per game at home, so the 49ers will need to lean on CMC, George Kittle, and Jauan Jennings in the short game to take advantage of the Browns' tackling issues and slow down their pass rush.Visit Sports Spyder for up to date 49ers content: https://sportspyder.com/nfl/san-francisco-49ers/newsFollow us on Twitter @49ers_AccessFollow us on Instagram @49ers.AccessSeatGeek: “49ERSACCESS” for $20 off your first purchase!
In this week's episode, Vance Bedford and Sam Webb discussed Michigan's offensive performance in its 45-20 victory over Maryland, pointing out the defensive lapses in the secondary that must be tightened up ahead the season finale. Speaking of which, Vance and Sam preview Michigan's annual battle with arch-rival, Ohio State. Will the Wolverines notch their fifth consecutive victory in "The Game?" Vance dissects Ryan Day's offense and gives his thoughts on UM's likely attack plan. 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
Negotiate Anything: Negotiation | Persuasion | Influence | Sales | Leadership | Conflict Management
Most people think being “strong” means defending every point. But defensiveness is often what destroys clarity, connection, and influence. In this episode, Kwame and Shermin Kruse explore Stoic Empathy — the skill of staying grounded, aware, and emotionally balanced even when conversations get difficult. Shermin shares how to control your reactions, absorb emotional “hits,” and respond with intention instead of instinct. If you want to stay calm under pressure, lead with confidence, and navigate tough moments without losing yourself, this conversation will change everything. Connect with Shermin Kruse Buy the Book: Stoic Empathy The Road Map to a Life of Influence, Self-Leadership, and Integrity
Send us a textA chaotic overtime win over Arizona shows both sides of this team: careless turnovers and ice-cold clutch throws. We weigh late-game analytics, celebrate a key return on offense, and map the most interesting playoff path Jacksonville has seen in years.• Wildcard position improving with many winnable games ahead• Trevor Lawrence volatility and late-game efficiency• Breakdown of Lawrence's picks and the coverage adjustments he saw• Brenton Strange's return opening the middle of the field• Parker Washington's chemistry and special teams impact• Defensive pressure spike, DB blitzes, and front improvements• Coaching aggression on fourth down and clock nuances• AFC playoff matchups to target and avoid• Titans preview and trap-game risk managementUse the promo code Touchdown Jaguars on SeatGeek to save $20 on your first eligible SeatGeek purchaseDon't forget to like, share, and give the podcast five stars on your podcast playerTouchdown Jaguars Linktree James Johnson and Phil Barrera bring you the best and most up to date Jacksonville Jaguars news. "Touchdown Jaguars!" is a tribute to the prospective ownership group "Touchdown Jacksonville!" In 1991, the NFL announced plans to add two expansion teams and "Touchdown Jacksonville!" announced its bid for a team, and Jacksonville was ultimately chosen as one of five finalists. In November 1993, the NFL owners voted 26–2 in favor of awarding the 30th franchise to Jacksonville. James and Phil have been fans of the franchise ever since and have had the honor (and sometimes dishonor) of covering the team professionally since 2017. The rest as they say, is history.
Send us a textAnother LAK prospect, winger Jared Wright makes his KOTP debut!Also:A power play game winning goal at home? It's true and DB doesn't think the LAK PP is THAT bad. Fans should expect low-scoring games as part of the team's DNA.Kings are in the thick of the Pacific Division race.Lineup changes are crucial for optimizing player performance.Defensive pairings are flexible and may change based on game situations.Jacob Moverare is an unsung hero for the Kings' defense.You can find us on X/Twitter at @kingsofthepod
The BBC is in crisis, again. A leaked dossier alleging a lack of impartiality in its reporting on Trump, Israel, race and gender has felled its director general and drawn threats of a defamation lawsuit from the White House. Yet many at the corporation point to the dossier's culture war slant as evidence of a right-wing plot against the BBC. Defensive and stolid, Britain's main news and media organisation now flinches from any real conflict. Is the BBC capable of surviving in the digital era? Joining James is the former BBC journalist Lewis Goodall, now a prominent face of digital political journalism as part of the News Agents, and Dan Hind, publisher and author of The Return of the Public: Democracy, Power and the Case for Media Reform. Read more on politics in the LRB: https://lrb.me/lrbpolitics More from the LRB Subscribe to the LRB: https://lrb.me/subslrbpod Close Readings podcast: https://lrb.me/crlrbpod LRB Audiobooks: https://lrb.me/audiobookslrbpod Bags, binders and more at the LRB Store: https://lrb.me/storelrbpod Get in touch: podcasts@lrb.co.uk
On this episode of The Art of Boring, Global Credit Portfolio Manager Brian Carney unpacks what he believes are some of the most pressing issues in credit markets today. He explores whether recent private market bankruptcies signal deeper systemic concerns, how to position for sovereign bond issuer risk in a sticky inflation world, and the impact of the AI-driven debt wave on credit spreads. He also discusses regulatory rollbacks in the lending markets, credit risk premium mispricings, and concrete portfolio actions for late cycle markets. Key Highlights Recent private market bankruptcies may signal broader, systemic credit market weakness rather than isolated events, with deteriorating lending standards and rising delinquencies warranting caution. Growing sovereign debt and persistent inflation are challenging the traditional "safe haven" status of U.S. Treasuries, prompting a preference for shorter duration and higher-quality credit exposure. The surge in AI-driven capital expenditures is fueling a wave of debt issuance by large tech companies, likely putting upward pressure on credit spreads and shifting market dynamics in favour of lenders over time. Regulatory rollbacks in the U.S. are reducing transparency and increasing risk-taking, especially in unregulated and private markets, raising concerns about financial stability and corporate behaviour. Credit risk premiums remain compressed, with investors often inadequately compensated for lower-quality credit risk; opportunities are limited, and selectivity is critical. Defensive positioning—focusing on capital preservation, short duration, and high-quality issuers—remains key, with readiness to deploy capital quickly when market dislocations create attractive opportunities. Host: Kevin Minas, CFA, Institutional Portfolio Manager Guest: Brian Carney, CFA, Portfolio Manager This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/
Packers Total Access Hour 1 : How Hurt Is Jordan Love? + Christian Watson A Top 10 WR?! + Defensive Dominance!
Chip Scoggins, Ryan Burns and Justin Gaard are back on this Thanksgiving Week to discuss the Gophers dreadful defensive performance in a disappointing loss to Northwestern at Wrigley Field. How did they get here and how does it get better? What does it mean for defensive coordinator Danny Collins? The guys do touch on the great performance by Drake Lindsay and the Gopher offense before they preview the Wisconsin game and talk about the Lane Kiffin dominoe that is expected to start the coaching carousel this weekend. See omnystudio.com/listener for privacy information.
During the 3pm hour of today's show Chuck & Chernoff talked about Clean Old Fashioned Hate, Georgia Football, Georgia Tech Football, Kirby Smart, Brent Key, Falcons, Jalen Johnson, the Braves off-season and the Falcons young defensive core before being joined by Matt Stinchomb. See omnystudio.com/listener for privacy information.
Packers Total Access Hour 1 : How Hurt Is Jordan Love? + Christian Watson A Top 10 WR?! + Defensive Dominance!
The Chiefs season is still alive, after getting a huge win over the Colts to keep their playoff chances in reach. We talk about the dominant Defensive performance, the Offense moving the ball well, lack of Redzone conversions, guys stepping up and making plays, and then we look at the Thanksgiving Day matchup vs the Cowboys!Follow us @KingdomSaysPodlinktr.ee/kingdomsaysSign up to Underdog with our code KINGDOMSAYS to claim your Free Pick + First Time Deposit offer up to $1,000 in bonus cash! https://play.underdogfantasy.com/p-kingdom-says
During the 3pm hour of today's show Chuck & Chernoff talked about Clean Old Fashioned Hate, Georgia Football, Georgia Tech Football, Kirby Smart, Brent Key, Falcons, Jalen Johnson, the Braves off-season and the Falcons young defensive core before being joined by Matt Stinchomb. See omnystudio.com/listener for privacy information.
November 24, 2025 - Season 16, Episode 54 of The Terrible Podcast is now in the can. In this Monday morning episode, Alex Kozora and I get right into our overarching thoughts on the Pittsburgh Steelers' Week 12 Sunday afternoon road loss to the Chicago Bears. In our weekly housekeeping portion of this Monday show, which is sponsored by the fine folks at TouringPlans.com, Alex and I talk about the Sunday afternoon inactive list and how the Steelers decided to sit QB Aaron Rodgers as one of the team's five inactive players against the Bears. We discuss Rodgers not even being listed as the emergency third quarterback on Sunday. The Steelers sustained a few injuries during Sunday's road loss to the Bears, so we discuss what happened to CB Joey Porter Jr. (hip), T Broderick Jones (stinger), and WR DK Metcalf (ankle) during the contest. We also discuss the prospects of Rodgers returning to action on Sunday for the team's week 13 home game. After going through the newsy items related to Sunday's game, Alex and I look at what all transpired at Soldier Field in Chicago. We first talk about the play of the Steelers' defense and how poor things looked on that side of the football. We discuss that unit's play against the run on Sunday and several plays of 10 yards or longer that were allowed. We also discuss the defense's inability to get pressure on Bears QB Caleb Williams on Sunday. The Steelers methodology and scheming late in the first half against the Bears really upset Alex and me. We also discuss the longest touchdown pass allowed by the Steelers defense on Sunday and how the coverage used on that play shouldn't have been completely utilized. After discussing the play of the Steelers' defense against the Bears, Alex and I then do the same when it comes to Pittsburgh's offense. We talk a lot about how QB Mason Rudolph played overall and his inability to effectively push the football down the field through the air. We discuss Rudolph's intended air yard average as well as his completed air yard average. We also talk about how poorly Rudolph performed on Sunday when using play-action. While the Steelers' running game was effective enough against the Bears, it still wasnt enough to help the passing game portion of the offense. The offensive line, in our opinion, played well overall. We discuss the tight end output, the overall lack of yards after the catch on Sunday, and much more. The illegal formation penalty on the Steelers offense late in Sunday's game really disturbed Alex and me. We discuss how and why that shouldn't have happened and how a timeout should have been called to avoid the penalty. Special teams certainly played a role in Sunday's loss, so Alex and I make sure to hit on what went wrong in that phase of the game at Soldier Field. We make sure to discuss a few in-game decisions made by Steelers HC Mike Tomlin throughout this show as well. The Steelers are really just a mid team this year and that's been known for several weeks now. We discuss how hard it will be for the 2025 Steelers to not only win the AFC North division at this point but merely make the playoffs as well. This 107-minute episode also discusses several other minor topics not noted and we wrap things up by answering several emails we received from listeners. steelersdepot.com Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode dives deep into the Green Bay Packers' commanding 23-6 victory over the Minnesota Vikings, highlighting a run-heavy game plan that delivered their most dominant performance of the season. Host Ryan Schlipp breaks down why fans are oddly upset despite getting everything they wanted—a blowout win, divisional dominance, and a complete four-quarter effort from offense, defense, and special teams. Teasing the controversy, he challenges the narrative around Matt LaFleur's conservative approach and celebrates standout plays that turned the tide. Analyzing the game's success: Packers controlled time of possession at 37 minutes, rushed for 146 yards, and forced three turnovers while scoring on key drives, moving to 2-0 in the NFC North with a combined 50-19 score against rivals. Bold takes on fan reactions: Despite a stress-free win and Emmanuel Wilson's career-high 107 yards and two touchdowns, Schlipp calls out complaints about too much running, arguing it was the perfect plan against a tough Vikings run defense. Defensive highlights and game balls: Micah Parsons' two sacks, Devonte Wyatt's disruptive plays, and Evan Williams' interception seal a shutdown performance, with special teams shining via Zane Anderson's muffed punt recovery touchdown. Looking ahead: With a short week before Thanksgiving against the Lions, Schlipp previews the upcoming divisional stretch and praises rookies like Warren Brinson stepping up. 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. Drop a review on your favorite platform, subscribe for more Packers breakdowns, and hit that notification bell so you never miss an episode. Tell me your thoughts on this one—I want to hear from you. Up next: A quick turnaround to preview the Lions on Thanksgiving. To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Projects: Grade NFL Players ➜ fanfocus-teamgrades.lovable.app Packers Hub ➜ packersgames.com Create NFL Draft Big Boards ➜ nfldraftgrades.com Watch Draft Prospects ➜ draftflix.com Screen Record ➜ pause-play-capture.lovable.app Global Economics Hub ➜ global-economic-insight-hub.lovable.app
This episode dives deep into the Green Bay Packers' commanding 23-6 victory over the Minnesota Vikings, highlighting a run-heavy game plan that delivered their most dominant performance of the season. Host Ryan Schlipp breaks down why fans are oddly upset despite getting everything they wanted—a blowout win, divisional dominance, and a complete four-quarter effort from offense, defense, and special teams. Teasing the controversy, he challenges the narrative around Matt LaFleur's conservative approach and celebrates standout plays that turned the tide. Analyzing the game's success: Packers controlled time of possession at 37 minutes, rushed for 146 yards, and forced three turnovers while scoring on key drives, moving to 2-0 in the NFC North with a combined 50-19 score against rivals. Bold takes on fan reactions: Despite a stress-free win and Emmanuel Wilson's career-high 107 yards and two touchdowns, Schlipp calls out complaints about too much running, arguing it was the perfect plan against a tough Vikings run defense. Defensive highlights and game balls: Micah Parsons' two sacks, Devonte Wyatt's disruptive plays, and Evan Williams' interception seal a shutdown performance, with special teams shining via Zane Anderson's muffed punt recovery touchdown. Looking ahead: With a short week before Thanksgiving against the Lions, Schlipp previews the upcoming divisional stretch and praises rookies like Warren Brinson stepping up. 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. Drop a review on your favorite platform, subscribe for more Packers breakdowns, and hit that notification bell so you never miss an episode. Tell me your thoughts on this one—I want to hear from you. Up next: A quick turnaround to preview the Lions on Thanksgiving. To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Projects: Grade NFL Players ➜ fanfocus-teamgrades.lovable.app Packers Hub ➜ packersgames.com Create NFL Draft Big Boards ➜ nfldraftgrades.com Watch Draft Prospects ➜ draftflix.com Screen Record ➜ pause-play-capture.lovable.app Global Economics Hub ➜ global-economic-insight-hub.lovable.app
Carl and Mike get back to Falcons talk as they continue with their thoughts on the win over the Saints. As they discuss, they agree the defense may have played their best game of the season to this point however the Falcons losing record is overshadowing how well the defense has been playing.
BT & Sal are fired up by Mets President of Baseball Operations David Stearns' press conference after trading fan-favorite Brandon Nimmo to the Rangers for Gold Glove second baseman Marcus Semien. Sal hails the move as "perfect," arguing that Stearns correctly shed emotion to make a "tough decision" that separates "the men from the boys." The hosts discuss the four-fold flexibility this trade provides, especially clearing the outfield for young prospects and securing an elite defensive infielder who is a certified "dirt dog" and a "winner." They dissect Stearns' honest assessment of Semien's declining bat and his emphasis on the player's intangibles, speed, and defense. Finally, BT highlights this as Stearns' first true "stamp" on the roster, breaking away from the previous regime's core and making a crucial move toward "sustainable championship caliber play."
Defensive lineman Darius Alexander speaks to the media Sunday after the Giants' loss to the Lions.See omnystudio.com/listener for privacy information.
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.
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop-podcast--4429642/support.
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
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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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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. ---
Crazy to think we're already 11 Weeks into the NFL season. It's gone so fast. And now, the pressure builds for every game. (Unless you're Cleveland). That's why we have former NFL Defensive Lineman Gerald McCoy joining the show to give his picks for the Top Five NFL Games of Week 11. Then our podcast friend Jessica Smetana drops in to chat Notre Dame football ahead of the big game against Pitt. Dave Dameshek and the gang got a huge episode ahead to help you make sense of the weekend on this episode of Football America! (Photo by Nam Y. Huh/AP) Timestamps: (00:00) Too Much to Talk About. Start the Show! (00:00) Best College Triplets with Jessica Smetana (00:00) Top Five Week 11 Games with Former NFL Lineman Defensive Tackle Gerald McCoy AUDIO Football America! is available wherever you listen to podcasts. Leave us a 5-star review on Apple Podcasts: https://podcasts.apple.com/us/podcast/football-america/id1831757512 Follow us: Dave Dameshek: https://x.com/dameshek Jessica Smetana: https://x.com/jessica_smetana Gerald McCoy: https://x.com/Geraldini93 Host: Dave Dameshek Guests: Gerald McCoy, Jessica Smetana Team: Gino Fuentes, Mike Fuentes, Bradley Campbell Director: Danny Benitez Senior Producers: Gino Fuentes, Mike Fuentes Executive Producer: Bradley Campbell Arizona Cardinals, Atlanta Falcons, Baltimore Ravens, Buffalo Bills, Carolina Panthers, Chicago Bears, Cincinnati Bengals, Cleveland Browns, Dallas Cowboys, Denver Broncos, Detroit Lions, Green Bay Packers, Houston Texans, Indianapolis Colts, Jacksonville Jaguars, Kansas City Chiefs, Las Vegas Raiders, Los Angeles Chargers, Los Angeles Rams, Miami Dolphins, Minnesota Vikings, New England Patriots, New Orleans Saints, New York Giants, New York Jets, Philadelphia Eagles, Pittsburgh Steelers, San Francisco 49ers, Seattle Seahawks, Tampa Bay Buccaneers, Tennessee Titans, Washington Commanders Learn more about your ad choices. Visit podcastchoices.com/adchoices