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The Tom Dupree Show
AI, Earnings Shocks & the Fed: What Retirees Should Watch Air Date 8-29-26

The Tom Dupree Show

Play Episode Listen Later Aug 28, 2026


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} } Dupree Financial Group Podcast Show Notes & Blog The Tom Dupree Show Episode  ·  8-29-26 AI Chips, a Sneaker Stock Shock, and the Fed’s Inflation Reckoning: What Retirees Should Watch This Week The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 Episode Description This week’s Financial Hour covers a lot of ground — and nearly all of it matters if you’re managing retirement income right now. Tom Dupree, Mike Johnson, and Michael Dawahare start with Nvidia CEO Jensen Huang’s interview with Jim Cramer, (https://www.cnbc.com/video/2026/08/26/watch-jim-cramers-full-interview-with-nvidia-ceo-jensen-huang.html ) which Huang argued that AI chips are becoming a revenue-generating financial asset rather than a depreciating one — and why that shift is already showing up in the bond market. From there, the conversation turns to Dick’s Sporting Goods, which slashed its earnings forecast just 90 days after raising it, wiping out two-thirds of its shareholder base in a single trading day. The hour closes with Fed Chair Kevin Warsh’s Jackson Hole remarks, where he laid the blame for “65 months of elevated inflation” squarely on his predecessors and signaled what that means for interest rates heading into September. AI Infrastructure Investing: Are Chips Becoming the New Barrel of Oil? Nvidia just turned in another blowout quarter — by Tom’s count, the 15th straight quarter the company has beaten expectations. But the more interesting story, in Tom and Mike’s view, is what Jensen Huang said afterward: AI compute is starting to behave like a financial instrument with a real return on capital, not just an expense. That’s the logic behind the $500 billion GPU financing and securitization discussion involving BlackRock and Blackstone that the show covered a few weeks ago — essentially the same slice-and-dice structure used in auto loan securitization, applied to data center hardware. Even more surprising: chips built back in 2023 are holding their value instead of depreciating, partly because Nvidia keeps improving the software and firmware that runs on them. Tom’s analogy: picture Hopper and Blackwell chips coming down the conveyor belt the same way a barrel of oil became a globally monetized commodity in the 1970s. He also shared a personal note on Jensen Huang’s Kentucky roots — Huang spent time as a teenager at Oneida Baptist Institute in Clay County, a detail Tom knows firsthand from doing energy infrastructure work in the area. On the energy side, the team also discussed Emerald AI, a private company using software to shift data center power loads in real time — throttling usage in one location (say, Phoenix during a heat spike) while ramping it up elsewhere, which can actually improve grid reliability rather than strain it. The Dick’s Sporting Goods and Nike Earnings Shock: A Lesson for Long-Term Investors Dick’s Sporting Goods just had, in Tom’s words, the biggest one-day stock drop in company history — despite decent core earnings. The culprit was its newly acquired Foot Locker division. In late May, Dick’s raised guidance on Foot Locker, projecting roughly $50 million in profit. By late June, Nike’s business had also weakened everywhere except at the newly relaunched Foot Locker stores. Then, just 60 days later, Dick’s reversed course entirely — that projected $50 million profit is now expected to be a $50 million loss. Mike and Michael’s read: a flood of casual sneakers shipped ahead of the World Cup created a sales spike followed by an inventory hangover, compounded by a new Nike CFO (recently hired from Pfizer) who had every incentive to reset expectations low before his first earnings call. Nearly 40 million Dick’s shares traded in one day — roughly two-thirds of the entire shareholder base turned over — on a stock that had hit an all-time high just 90 days earlier. The Dick’s family, which owns about 25% of the company, took a $250 million hit in the selloff, which the team sees as strong motivation to fix the Foot Locker integration quickly. [COMPLIANCE REVIEW — Hudson: this segment discusses DFG adding to client positions in Dick’s Sporting Goods after the selloff, and references the stock’s current dividend yield and free cash flow. Please confirm these figures and the trade description are appropriate for publication.] As stated on air, this discussion is not a recommendation to buy or sell any security — please consult a financial professional before making investment decisions. Fed Chair Kevin Warsh’s Jackson Hole Speech: “A Discipline, Not a Decision” New Federal Reserve Chair Kevin Warsh’s Jackson Hole speech didn’t move markets much on its own — Mike Johnson called it “a nothing burger” — but it confirmed a generally hawkish read: the market-implied odds of a September rate hike moved to roughly 55–60%, up from where they’d been previously. Two lines stood out to Tom and Mike. First, Warsh directly criticized his predecessors for “65 months of elevated inflation,” making clear that responsibility sits with the central bank, not external events. Second, his framing that the Fed is “committed to a discipline, not a decision” signals a move away from forward guidance and toward data-dependent policy. The team also walked through household debt trends: delinquencies on mortgages, auto loans, and credit cards remain fairly stable, while student loan delinquencies have risen now that pandemic-era forbearance has ended. Oil prices remain a major swing factor — Tom estimates roughly half the cost of goods in daily life traces back to the price of a barrel — so a calmer oil market could reduce the pressure on Warsh to raise rates at all. “Markets do not always go up. Prices don’t always go up. So when you have weakness in prices for some esoteric reason, that is when you get an opportunity to buy — and add.” — Tom Dupree Topics Covered Jensen Huang’s interview with Jim Cramer following Nvidia’s 15th consecutive earnings beat Why AI infrastructure may be shifting from a depreciating cost to a “monetizable” financial asset, similar to a barrel of oil The push toward securitizing AI infrastructure and data center financing Jensen Huang’s Kentucky roots at Oneida Baptist Institute in Clay County How AI energy demand and data center efficiency (via Emerald AI) affect the power grid Dick’s Sporting Goods’ guidance reversal, 90 days after raising it, tied to the Foot Locker relaunch What a 40-million-share trading day and a 25%-family-owned stake signal to long-term investors Fed Chair Kevin Warsh’s Jackson Hole remarks on “65 months of elevated inflation” and September rate-hike odds Household debt and delinquency trends across mortgages, credit cards, and student loans Why the price of oil remains a key driver of the Fed’s inflation outlook Key Takeaways AI infrastructure is starting to look like a financial asset, not just a tech expense. Jensen Huang’s argument — that AI compute now generates a measurable return on capital — is why data centers and GPUs are being discussed in securitization terms usually reserved for auto loans or real estate. Some AI chips are appreciating instead of depreciating. Chips manufactured in 2023 are reportedly holding or gaining value as demand grows and ongoing software updates improve their efficiency — a break from the usual electronics depreciation curve. A sharp earnings-driven stock drop isn’t automatically a reason to sell. Dick’s Sporting Goods’ core business remained healthy even as its Foot Locker guidance collapsed. Separating a temporary supply-chain problem from a permanent business problem is central to how DFG evaluates opportunities like this. Watch the shareholder turnover, not just the headline. When two-thirds of a company’s shareholder base changes hands in a single trading day, it often reflects overreaction as much as fundamentals — something patient, income-focused investors can use to their advantage. The Fed’s new chair is putting inflation accountability front and center. Kevin Warsh’s “65 months of elevated inflation” line was a direct message to his predecessors — and a signal that he’s more willing to raise rates if inflation readings don’t stay in check. Household debt looks broadly stable — except for student loans. Delinquencies on mortgages, autos, and credit cards remain near longer-term norms, while student loan delinquencies have risen since pandemic-era forbearance ended. Nearly everything right now is tied to interest rates and oil. From long bond yields (pushed up partly by AI infrastructure financing) to utility and technology stocks, this week’s moves are a reminder that diversified, income-focused portfolios are built to weather single-headline swings. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a veteran of the investment business since 1978. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisor based in Lexington, Kentucky, managing separately managed accounts built around income-generating, dividend-paying holdings. The firm’s approach centers on personalized investment management and direct access to the people managing your money — a contrast to mass-market investment firms, where clients are often assigned to a rotating investment counselor rather than working directly with a portfolio manager who knows their specific situation. Read more about that approach on our Investment Philosophy page. For more on building a retirement income strategy in Kentucky, see our related post: Kentucky Retirement Planning: Your Complete Guide to Dividend Investing and Retirement Readiness. Past episodes are available in our Market Commentary archive. Schedule a Complimentary Portfolio Review If you’re not sure how AI-related holdings, sudden earnings swings, or Fed policy shifts are actually affecting your retirement income, let’s take a look together. We’ll walk through what you own and why you own it — no charge, no pressure. Call: 859-233-0400 | Schedule Online: Personalized Portfolio Analysis | Visit: dupreefinancial.com Dupree Financial Group  ·  Fee-only. Fiduciary. Lexington, KY  · dupreefinancial.com  ·  859-233-0400 This document is for reference and internal use. Not for public distribution. All investing involves risk, including possible loss of principal. Nothing in this content is a recommendation to buy or sell any security; consult a qualified financial professional before making investment decisions. The post AI, Earnings Shocks & the Fed: What Retirees Should Watch Air Date 8-29-26 appeared first on Dupree Financial.

The Tom Dupree Show
30-Year Treasury Yield Hits 2007 High: What Retirees Should Know

The Tom Dupree Show

Play Episode Listen Later Aug 21, 2026 45:08


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position: absolute; left: 0; font-weight: 700; color: var(--teal); } /* ── FOOTER ── */ .dfg-post .footer { background: var(--teal); padding: 20px 48px; font-family: 'Open Sans', sans-serif; font-size: 11px; color: rgba(255,255,255,0.75); line-height: 1.6; text-align: center; } .dfg-post .footer a { color: var(--accent); text-decoration: none; font-weight: 600; } @media print { .dfg-post { background: white; } .dfg-post .page { box-shadow: none; max-width: 100%; } .dfg-post .publisher-notes { break-inside: avoid; } .dfg-post .cta-box { break-inside: avoid; } .dfg-post .takeaway-item { break-inside: avoid; } } Dupree Financial Group Podcast Show Notes The Tom Dupree Show Episode  ·  August 22, 2026 Why Is the 30-Year Treasury Yield the Highest Since 2007 — And What Does It Mean for Your Retirement Income? by Tom Dupree | Dupree Financial Group | dupreefinancial.com | 859-233-0400 Episode Description On August 17 and 18, 2026, the yield on the 30-year U.S. Treasury bond climbed above 5.3% — its highest level since 2007, back when the iPhone hadn’t even shipped yet and the word “subprime” was just entering the public vocabulary. On this week’s Financial Hour, Tom Dupree, Mike Johnson, and Michael Dawahare broke down why that number matters, what the U.S. Treasury Department is doing about it, and — more importantly — what it means for anyone who’s retired or approaching retirement and living off a portfolio. The team walked through Treasury Secretary Scott Bessent’s decision to expand the government’s bond buyback program, why the Treasury is repurchasing old, low-coupon “off-the-run” bonds, and what Bessent meant when he said he has “asymmetric information” the market doesn’t. Mike Johnson explained the mechanics in plain terms: the Treasury doesn’t hold these bonds on its balance sheet the way the Fed does — it swaps them out and reissues shorter-term debt, which theoretically frees up the plumbing in the bond market without actually solving the underlying supply-and-demand problem driving yields higher in the first place. The U.S. Treasury’s own announcement confirms the buyback size is at least doubling, from a $2 billion to a $4 billion per-operation ceiling, effective September 9, 2026 — exactly the increase Tom, Mike, and Michael were reacting to on air. From there, the conversation turned to what’s actually happening underneath the surface of the stock market. Economist Ed Yardeni’s “K-shaped economy” — where some parts of the economy do well and others fall behind — is evolving into what he now calls a “G-shaped economy,” with earnings-driven strength showing up in previously out-of-favor sectors. Coca-Cola hitting an all-time high the same week Walmart’s stock dropped roughly 10% on strong-but-complicated earnings was Exhibit A. Tom and the team also discussed two specific holdings in DFG client portfolios — a commercial real estate mortgage REIT and Verizon — and why research-driven, patient investing in “forgotten” sectors has been paying off for income-focused clients this year. On the mortgage REIT position, the team went deeper than “buy the dip.” The company — sponsored by a large institutional manager with global real estate data and research reach — makes commercial real estate loans, historically concentrated in office properties. When one or two of those loans showed early warning signs, the company increased its loan-loss reserves, which shows up on paper like a write-down even though the loan stays on the books and no cash has actually been lost. The stock sold off on the news. Tom and Mike explained why they added to the position instead of walking away: this management team was conservative during the “nuclear winter” for office real estate a few years ago, has since been letting legacy office loans run off, and is redeploying that capital into multifamily, healthcare, and industrial loans — property types with materially better performance right now. Because these are shorter-duration loans, the portfolio’s characteristics can shift relatively quickly as old loans mature and new ones get written. That combination — a real dividend yield in the double digits today, a management team with a track record of conservative accounting, and a portfolio actively repositioning into stronger property types — is why DFG treated the sell-off as a buying opportunity for income-focused clients rather than a reason to sell. Verizon came up for a different reason: SpaceX’s Starlink satellite service and the ongoing question of whether it can realistically compete in the cellphone business. Mike and Tom were skeptical, pointing to a CNBC analyst’s explanation that a satellite-based “cell tower” sits roughly 220 miles away compared to the two or three miles most people are used to today — a gap that raises real questions about latency and practicality for everyday phone calls, whatever the marketing promises. What both hosts agreed on is that the more durable asset is compute capacity: Starlink’s parent currently leases out some of that capacity, with the option to use more of it for its own future needs, not unlike how Amazon Web Services has become a larger and more important piece of Amazon’s business than its original retail operation. The team also used Walmart’s earnings reaction as a pulse check on the broader consumer. Despite what management called one of its healthiest quarters, the stock dropped roughly 10% the day of the release — driven largely by new government pricing rules on pharmaceuticals that took effect in the second quarter, layered on top of a business that’s now roughly half grocery. Because the market had to digest several moving pieces at once, short-term traders reacted to the complexity rather than the underlying strength Walmart itself described on the call. On the broader consumer picture, Mike Johnson noted wage growth is positive for the first time in a while, and inflation and affordability on goods have ticked slightly better — partly offset by a 20–30% rise in gas prices over the past month. The team also flagged a rollback of tariffs on beef imports from South American trading partners, aimed at easing supply after herd sizes shrank in recent years — welcome relief on one grocery bill line item, even as lower-income households continue to feel the most pressure on housing, auto, insurance, and everyday food costs. Tom also used part of the hour to deliver a message he called maybe the most important thing he’d say all year: it’s not how much your portfolio earns on average — it’s when the losses happen. “Here’s something most people approaching retirement have never heard, and it could be the most important thing I say. It’s not how much your portfolio earns, it’s when it loses.” If your retirement account drops 10% in year one and you’re already pulling money out to live on, you’re drawing from a smaller pool going forward. Do it again in year two, and — as Tom put it — “you may never recover. Even if the market bounces back, the damage is already done.” Wall Street tends to talk in long-term averages, but as Tom noted, “averages don’t pay your electric bill in a down market.” That’s the whole case for building retirement income around dividends rather than around hoping the market cooperates on your withdrawal schedule. FINRA’s own guidance on managing a retirement portfolio makes the same point: your time horizon shrinks once withdrawals begin, so reassessing how much investment risk you’re carrying — and where your income is actually coming from — matters more with each passing year of retirement. Topics Covered The 30-year Treasury yield hit 5.3%+ this week, its highest level since 2007 Treasury Secretary Scott Bessent’s expanded bond buyback program and what “asymmetric information” means for markets Why the Treasury is repurchasing old, low-coupon “off-the-run” bonds instead of holding them like the Fed does Sequence of returns risk: why the timing of a loss matters more than your portfolio’s long-term average return Ed Yardeni’s “K-shaped economy” evolving into a “G-shaped economy” — and what that means for stock picking Coca-Cola’s all-time high vs. Walmart’s post-earnings stock drop, and what each says about the consumer Adding to a commercial real estate mortgage REIT position on a pullback — the research behind the decision [COMPLIANCE REVIEW: episode cites a specific dividend yield figure for a named DFG portfolio holding] Verizon, satellite phone service, and questions about whether Starlink can really replace cell towers Wage growth, tariff-driven beef price relief, and the uneven affordability picture for lower-income consumers Key Takeaways Timing beats averages once you’re retired and withdrawing income. A 10% drop in year one of retirement, combined with withdrawals, shrinks the pool you have left to recover with. Tom’s point: “averages don’t pay your electric bill in a down market.” The Treasury’s bond buyback is a Band-Aid, not a fix. Doubling the buyback to $4 billion per operation sounds significant, but against roughly $40 trillion in outstanding debt, it’s a small lever. It briefly pushed yields down, but the market has largely looked through it. A steepening yield curve isn’t automatically a warning sign. The curve normalized after years of inversion — but it’s steepening because the long end is rising, not because short rates are falling, which is a distinction worth understanding rather than reacting to. Fundamental research pays off when a market broadens out. With mega-cap “Mag Seven” performance uneven this year, previously out-of-favor companies and sectors — Ed Yardeni’s “forgotten” names — are earning higher multiples on real earnings growth, not hype. Pullbacks driven by loan-loss accounting, not fundamentals, can be buying opportunities. DFG added to a commercial real estate mortgage REIT position after a stock drop tied to conservative loss reserves — a decision built on management’s track record, not on trying to time a bounce. The consumer picture is genuinely mixed. Wage growth is up for the first time in a while, and tariff relief on beef imports is easing some grocery costs — but affordability on housing, insurance, and everyday goods remains a real strain for lower-income households. Frequently Asked Questions What is sequence of returns risk, and why does it matter for retirees? Sequence of returns risk is the danger that market losses early in retirement — combined with ongoing withdrawals — can permanently shrink a portfolio, even if long-term average returns look fine. A downturn in year one or two, while you’re pulling income out, leaves less money available to participate in any later recovery. Why did the 30-year Treasury yield hit its highest level since 2007? The 30-year Treasury yield crossed 5.3% in August 2026, its highest level since 2007, driven by heavy government borrowing, persistent inflation above the Fed’s target, and continued Treasury debt issuance. It marks a shift after years of historically low long-term rates following the 2008 financial crisis. What is the Treasury doing about rising long-term bond yields? In August 2026, the U.S. Treasury announced it would at least double its bond buyback program, from a $2 billion to a $4 billion per-operation ceiling starting September 9. The program repurchases older, low-coupon bonds and reissues shorter-term debt to help ease pressure in the long-bond market. What is a “K-shaped” or “G-shaped” economy? Economist Ed Yardeni’s “K-shaped economy” describes an economy where some sectors and income groups do well while others fall behind. He now calls it a “G-shaped economy” as earnings growth broadens into previously overlooked sectors, showing up in stock performance beyond the small group of mega-cap tech names. How does Dupree Financial Group approach investing during periods of market volatility? Dupree Financial Group focuses on in-house research into dividend-paying stocks and bonds that generate visible income, rather than reacting to short-term headlines. The firm looks for quality companies temporarily out of favor for fixable reasons, aiming to build retirement income that doesn’t depend on guessing short-term market direction. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Schedule a Complimentary Portfolio Review If you’re not sure how a rising-yield environment or a rough sequence of returns could affect your specific retirement income plan, that’s exactly what we sit down and work through. There’s no cost and no pressure — just a clear look at what you own and why. Call: 859-233-0400 | Visit: dupreefinancial.com Past performance is not indicative of future results. This material is for informational purposes only and does not constitute investment advice. Dupree Financial Group is a fee-only registered investment advisor. Investments involve risk, including possible loss of principal. Please consult with a qualified financial professional before making any investment decisions. Dupree Financial Group  ·  Fee-only. Fiduciary. Lexington, KY  · dupreefinancial.com  ·  859-233-0400 This document is for reference and internal use. Not for public distribution. The post 30-Year Treasury Yield Hits 2007 High: What Retirees Should Know appeared first on Dupree Financial.

Modellansatz - English episodes only

This episode was recorded in July 2026. Gudrun speaks with Chiara Sabadin. She is currently a researcher in Mathematics Education, with a focus in Diversity, Equality, and Inclusion (DEI) in Mathematics and founder and co-lead of the Women in Mathematics group of the University of Regensburg. Previously, she has completed a PhD in Pure Mathematics in June 2026 at the University of Regensburg, supported by the SFB 1085 “Higher Invariants” and the DFG, with a work on "A cohomological version of Ribet's Method" under the supervision of Prof. Dr. Guido Kings. Even before, she completed her Master in Mathematics through the ALGANT Master program, studying at University of Padova for the first year and at the University of Regensburg for the second. In her free time, Chiara has also started social media channels under the pseudonyme @a_life_with_math with the intent of making mathematics more accessible and inclusive to a broader audience, showing and explaining how maths permeates everyday life and also reflecting on her own experiences as a mathematics researcher and as a woman in the field. Nowadays the ”leaky pipeline” phenomenon of women in mathematics academia, i.e. women in mathematics who opt out of an academic career, is largely recognised. Often the environment in the departments does not feel welcoming to everyone, leading some of their members to face or feel discrimination. Since first-hand experiences are nowhere to be found Chiara and her colleagues Malena Wasmeier and Eleni Hübner-Rosenau made an online survey for mathematics students and researchers in autumn 2025, and, in this episode, Chiara tells us more about it, sharing some insights from it. It consisted of the following open-texted questions: Q1 Do you think that it is important and/or a current issue to discuss about gender diversity and inclusivity in mathematics? Why? Q2 How do you balance work and personal life? In particular, do you think that working in academia affects your personal choices (e.g. creating a family, having children,...)? How and why? Do you think it is a problem? If so, do you have any ideas about solutions? Q3 Gender quotas and their effects: Have you ever experienced positive or negative effects of them? If so, which ones? Have you ever had the feeling ”I am here only because I am a woman/from an underrepresented background - I don't actually deserve it”? If so, how did you deal with it? Q4 There aren't so many women/from an underrepresented background mathematicians in advanced roles (e.g. according to M. Infusino, Women in Mathematics Germany, in 2014 only 14% of professors in Germany were women). Have you ever felt a lack of these role models? If so, how do you think this affected you and nowadays affects the future generation of mathematicians? Q5 If you have ever menstruated, have you ever experienced that period “affected” your work life? If so, how? Q6 Mathematicians and women/from an underrepresented background mathematicians are very much stereotyped. Which common misconceptions about them do you think there are and why do you think they aren't the truth? A total of 125 persons from all over the world, from bachelor students to senior professors, participated in the survey, leading to some interesting reflections. Literature and further information Chiara Sabadin, Malena Wasmeier, Eleni Hübner-Rosenau: On Gender Diversity and Inclusivity in Mathematics Departments. MItteilungen der DMV 34 (2026) Chiara Sabadin, Malena Wasmeier, Eleni Hübner-Rosenau: A collection of first-hand experiences on gender EDI policies in HE mathematics (to appear in SMEC STEM Education Conference 2026 proceedings) Chiara's YouTube Podcasts S. Salomone, G. Thaeter: Allyship, Gespräch im Modellansatz Podcast, Folge 245, Fakultät für Mathematik, Karlsruher Institut für Technologie (KIT), 2022.

Modellansatz
DEI in Math

Modellansatz

Play Episode Listen Later Aug 21, 2026 29:47


This episode was recorded in July 2026. Gudrun speaks with Chiara Sabadin. She is currently a researcher in Mathematics Education, with a focus in Diversity, Equality, and Inclusion (DEI) in Mathematics and founder and co-lead of the Women in Mathematics group of the University of Regensburg. Previously, she has completed a PhD in Pure Mathematics in June 2026 at the University of Regensburg, supported by the SFB 1085 “Higher Invariants” and the DFG, with a work on "A cohomological version of Ribet's Method" under the supervision of Prof. Dr. Guido Kings. Even before, she completed her Master in Mathematics through the ALGANT Master program, studying at University of Padova for the first year and at the University of Regensburg for the second. In her free time, Chiara has also started social media channels under the pseudonyme @a_life_with_math with the intent of making mathematics more accessible and inclusive to a broader audience, showing and explaining how maths permeates everyday life and also reflecting on her own experiences as a mathematics researcher and as a woman in the field. Nowadays the ”leaky pipeline” phenomenon of women in mathematics academia, i.e. women in mathematics who opt out of an academic career, is largely recognised. Often the environment in the departments does not feel welcoming to everyone, leading some of their members to face or feel discrimination. Since first-hand experiences are nowhere to be found Chiara and her colleagues Malena Wasmeier and Eleni Hübner-Rosenau made an online survey for mathematics students and researchers in autumn 2025, and, in this episode, Chiara tells us more about it, sharing some insights from it. It consisted of the following open-texted questions: Q1 Do you think that it is important and/or a current issue to discuss about gender diversity and inclusivity in mathematics? Why? Q2 How do you balance work and personal life? In particular, do you think that working in academia affects your personal choices (e.g. creating a family, having children,...)? How and why? Do you think it is a problem? If so, do you have any ideas about solutions? Q3 Gender quotas and their effects: Have you ever experienced positive or negative effects of them? If so, which ones? Have you ever had the feeling ”I am here only because I am a woman/from an underrepresented background - I don't actually deserve it”? If so, how did you deal with it? Q4 There aren't so many women/from an underrepresented background mathematicians in advanced roles (e.g. according to M. Infusino, Women in Mathematics Germany, in 2014 only 14% of professors in Germany were women). Have you ever felt a lack of these role models? If so, how do you think this affected you and nowadays affects the future generation of mathematicians? Q5 If you have ever menstruated, have you ever experienced that period “affected” your work life? If so, how? Q6 Mathematicians and women/from an underrepresented background mathematicians are very much stereotyped. Which common misconceptions about them do you think there are and why do you think they aren't the truth? A total of 125 persons from all over the world, from bachelor students to senior professors, participated in the survey, leading to some interesting reflections. Literature and further information Chiara Sabadin, Malena Wasmeier, Eleni Hübner-Rosenau: On Gender Diversity and Inclusivity in Mathematics Departments. MItteilungen der DMV 34 (2026) Chiara Sabadin, Malena Wasmeier, Eleni Hübner-Rosenau: A collection of first-hand experiences on gender EDI policies in HE mathematics (to appear in SMEC STEM Education Conference 2026 proceedings) Chiara's YouTube Podcasts S. Salomone, G. Thaeter: Allyship, Gespräch im Modellansatz Podcast, Folge 245, Fakultät für Mathematik, Karlsruher Institut für Technologie (KIT), 2022.

The Tom Dupree Show
AI Data Center Financing: What It Means for Retirees 8-15-26

The Tom Dupree Show

Play Episode Listen Later Aug 15, 2026


Should Retirees Worry About the $500 Billion AI Data Center Financing Boom? By Tom Dupree, Founder, Dupree Financial Group — with Mike Johnson, James Dupree, and Michael Dawahare, as discussed on The Financial Hour, August 15, 2026. Wall Street wants to finance roughly $500 billion of AI data center construction by turning computer chips into asset-backed securities — the same financing tool that has funded mortgages, auto loans, and credit card debt for decades. On this week’s Financial Hour, Tom called it, in his words, “a huge boondoggle.” Michael Dawahare pushed back with a more measured read. Mike Johnson and James Dupree pressed both sides on what’s actually driving the deal. The short answer: Dupree Financial Group doesn’t currently hold this type of security in client portfolios, and doesn’t recommend chasing the headline. The more useful question for a retiree isn’t whether AI is real — it obviously is. It’s what’s actually backing $500 billion in new debt, and what happens to that collateral if the technology moves faster than the loan gets paid off. Key Takeaways A group of major financial firms — Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR — is exploring asset-backed securities to help finance AI data center buildout. The debt would be backed largely by Nvidia chips inside “NeoCloud” companies like CoreWeave and Nebius Group, not by traditional collateral like real estate or receivables. Dupree Financial Group owns mortgage-backed securities but avoids auto-loan- and credit-card-backed debt, because the underlying collateral in those cases isn’t reliably recoverable — the same lens the firm applies here. Separately, wage data suggests the economy may be shifting from a “K-shaped” pattern (higher earners pulling ahead) toward a broader, more generationally distributed “G-shaped” recovery. Tom’s own investment philosophy traces back to the 1990s, when he noticed dividend-paying stocks beginning to outperform bonds — the observation that still anchors how DFG builds retirement income today. Why This Is Hard to Evaluate From a Headline If you’ve read a headline about a “$500 billion AI financing deal” and felt your stomach tighten a little, that’s a reasonable reaction. Financial engineering stories are genuinely hard to evaluate from the outside. The vocabulary is dense — asset-backed securities, securitization, collateral, inference — and the stakes described in the coverage are enormous. Retirees have been burned before by financial products that sounded sophisticated and turned out to be thinly disguised risk, and that memory is not paranoia. It’s earned caution. The team didn’t pretend this was simple. Tom was candid about his own uncertainty, noting he’s “very willing to be corrected.” That kind of honesty — admitting a strong opinion isn’t the same as certainty — is itself part of how DFG evaluates a new trend: skepticism first, conclusions only after the mechanics are understood. What the Team Actually Discussed A NeoCloud company buys Nvidia chips, builds computing capacity, and rents that capacity to larger technology firms like Amazon or Meta. CoreWeave and Nebius Group are two examples the team named. The pitch from the AI industry is that even older-generation chips retain real value for years, through a secondary use called inference — essentially, running smaller, less demanding AI tasks on hardware that’s no longer cutting-edge. Bears on the other side of the argument worry the technology cycle will outrun the debt: if a chip is functionally obsolete before the loan backing it is paid off, the “asset” behind the asset-backed security stops backing much of anything. This is precisely the distinction DFG applies to every asset-backed security it considers. The firm holds mortgage-backed securities, which are backed by real property with a long, well-understood history of collateral value. It does not hold auto-loan- or credit-card-backed debt, because a depreciating car or an unsecured promise to pay doesn’t offer the same reliability. Asset-backed securities as a category aren’t inherently good or bad — the question is always what’s underneath. The team also placed the moment in historical context. Financing efforts without a clean precedent aren’t new: the Panama Canal and the Marshall Plan were both undertaken without a perfect playbook, and both eventually found their footing, even though the people funding them at the outset couldn’t have described exactly how. That’s not a guarantee this AI financing structure works out the same way — it’s a reminder that markets have absorbed genuinely novel financing before, and that every investment bank, underwriter, and rating agency involved here has its own incentive to get the structure right. Separately, the conversation turned to what’s actually showing up in the economic data. For the past few years, economists have described a “K-shaped” economy, where higher earners pulled ahead while lower-income households absorbed the brunt of inflation. According to recent wage data, that gap may be narrowing — wage growth for lower-income workers has recently outpaced higher earners, a shift the team tied in part to immigration policy changes affecting labor supply and rental housing demand. Some economists are now describing this broader, more generationally distributed pattern — retiring baby boomers spending freely alongside improving wages further down the income scale — as a “G-shaped” economy. DFG’s Reframe: The Three-Question Collateral Test Strip away the jargon, and The Dupree Team’s approach to any asset-backed security — mortgage bonds, auto loans, or AI chip debt — comes down to three questions Tom has asked in one form or another for 48 years: What actually generates the cash flow? Not the marketing story — the mechanism. A mortgage generates cash flow because someone lives in the house and needs to keep paying. What generates cash flow from a chip? What happens to the collateral if the cash flow stops? A house retains value. A car depreciates fast. A three-year-old computer chip in a five-year technology cycle may retain very little. Am I being paid enough to take this risk, or am I just hoping? Yield that doesn’t reflect the real uncertainty in the collateral isn’t a bargain — it’s a warning sign. This isn’t a formal framework DFG has branded or trademarked — it’s the plain-English version of “know what you own and why you own it,” the same standard Tom applies whether he’s looking at a dividend stock, a municipal bond, or a headline-grabbing new security structure. It’s also why the firm’s answer to the AI financing question isn’t a prediction about who’s right. It’s a description of the test the investment has to pass before it’s even a candidate for a client account. How This Shows Up in a DFG Retirement Portfolio None of this changes DFG’s core approach to retirement income, which was built on a much older observation. Tom started his career selling municipal bonds in the late 1970s. In the 1990s, he began noticing something that reshaped how he thought about money for the next three decades: dividend-paying stocks were, in some cases, outperforming bonds. As he’s put it: “Stocks with dividends were, in some cases, outperforming bonds. That changed everything for me. It’s all about return on your money, whether it’s a stock or a bond.” That’s the foundation DFG still builds on — pairing dividend-paying stocks with bonds so retirement income shows up as visible cash flow, not a number on a statement you hope holds up. It’s also why the firm’s research process for something like an AI-driven “picks and shovels” business (a company that profits from building the infrastructure, rather than betting on which AI model wins) still runs through the same cash-flow lens as everything else in a client’s account. Direct ownership of individual securities, in-house research, and no reliance on a fund manager’s black box — that discipline doesn’t change just because the headline is about a new technology. Five Steps to Evaluate Any Headline-Driven Investment Trend Identify the actual cash flow. Before anything else, ask what specifically generates the return — a mechanism, not a narrative. If you can’t describe it in one sentence, that’s worth noticing. Ask what’s collateral, and what happens to it under stress. Real estate, receivables, and dividend-paying businesses all have a track record. Newer categories of collateral don’t, yet. Check whether the yield matches the real risk. A return that looks unusually attractive for the stated risk level is a reason to look closer, not a reason to move faster. Separate the technology story from the investment structure. AI adoption and the specific debt used to finance AI infrastructure are two different questions. One can be real and durable while the other is poorly structured. Ask a fee-only fiduciary to walk through your own portfolio. If you’re not sure whether something like this is already inside a fund or account you own, that’s exactly what a portfolio review is for. What the Data Actually Shows For context on the broader economy: for the past few years, the story was a K-shaped one — higher earners pulling further ahead while lower-income households bore the weight of inflation. That pattern appears to be shifting. Recent wage data shows lower-income wage growth outpacing higher earners, a change the team connected in part to tighter labor supply following immigration policy changes, which has also shown up as flatter rental housing costs in some markets. None of this is a forecast about where markets go next — it’s the kind of context Tom has built a career on gathering before deciding what belongs in a retirement portfolio. Frequently Asked Questions What is an asset-backed security? An asset-backed security is a bond backed by a pool of assets, like auto loans, credit card debt, or mortgages, rather than a company’s general credit. Investors are repaid from the cash flow those underlying assets generate. Wall Street is now exploring this structure to help finance AI data center buildout. What is a NeoCloud company? A NeoCloud is a company that buys Nvidia chips, builds computing infrastructure, and rents that capacity to larger technology firms. Companies such as CoreWeave and Nebius Group are examples discussed on The Financial Hour as part of the broader AI infrastructure buildout. Should retirees be worried about the AI data center financing boom? Dupree Financial Group’s view is measured skepticism, not alarm. The firm does not currently hold this type of security in client portfolios. As with any headline-driven trend, the firm’s approach is to understand exactly what backs an investment before it belongs in a retirement portfolio. What is the difference between a K-shaped and G-shaped economy? A K-shaped economy describes higher earners pulling ahead while lower earners fall behind. A G-shaped economy, a newer term discussed on the show, points to more generationally and broadly distributed gains, including wage growth for lower-income workers recently outpacing higher earners. Why does Dupree Financial Group favor dividend-paying stocks for retirement income? Founder Tom Dupree began his career selling bonds in the late 1970s and, in the 1990s, noticed that dividend-paying stocks were in some cases outperforming bonds. That observation shaped DFG’s approach of pairing dividend growth stocks with bonds to generate income retirees can see and rely on. The Bottom Line A $500 billion number is designed to grab attention, and it did its job. But the number itself isn’t the risk — the collateral is. Whether this particular financing structure holds up will play out over years, not headlines, and the market’s own sophistication, imperfect as it is, has a real track record of surfacing trouble before it becomes catastrophic. What doesn’t change, regardless of how this specific bet resolves, is the standard Tom has applied for 48 years: know what generates the cash flow, know what backs it, and don’t confuse a compelling story for an understood investment. As Tom put it plainly on air: “We’re not a part of Wall Street. Wall Street is buying and selling for a profit. We sit back and watch.” Keep Learning AI Investment Strategies vs. Traditional Portfolio Management — why DFG separates durable AI-driven businesses from speculative ones. How Market Volatility and Geopolitical Risk Affect Your Retirement Portfolio — why reacting to headlines isn’t a strategy. Why You Need to Know What You Own — the philosophy behind DFG’s approach to portfolio transparency. About Tom Dupree Tom Dupree is the founder of Dupree Financial Group, a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. He has worked in the investment business for 48 years, beginning as a municipal bond salesman in the late 1970s, and hosts The Financial Hour of the Tom Dupree Show alongside Mike Johnson, James Dupree, and Michael Dawahare. Dupree Financial Group manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. All investing involves risk, including the possible loss of principal. Historical events and market comparisons discussed in this article are for educational context only and are not a guarantee of future results. Mentions of specific companies, funds, or firms are for informational purposes and do not constitute a recommendation to buy or sell any security. Schedule a Complimentary Portfolio Review If a headline about a $500 billion financing deal makes you wonder what’s actually inside your own portfolio, that’s exactly the conversation Tom and the team would like to have with you. A complimentary portfolio review is a no-cost, no-pressure way to see what you own, why you own it, and whether it still fits where you are today. Call: 859-233-0400  |  Visit: dupreefinancial.com { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is an asset-backed security?", "acceptedAnswer": { "@type": "Answer", "text": "An asset-backed security is a bond backed by a pool of assets, like auto loans, credit card debt, or mortgages, rather than a company's general credit. Investors are repaid from the cash flow those underlying assets generate. Wall Street is now exploring this structure to help finance AI data center buildout." } }, { "@type": "Question", "name": "What is a NeoCloud company?", "acceptedAnswer": { "@type": "Answer", "text": "A NeoCloud is a company that buys Nvidia chips, builds computing infrastructure, and rents that capacity to larger technology firms. 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A G-shaped economy, a newer term discussed on the show, points to more generationally and broadly distributed gains, including wage growth for lower-income workers recently outpacing higher earners." } }, { "@type": "Question", "name": "Why does Dupree Financial Group favor dividend-paying stocks for retirement income?", "acceptedAnswer": { "@type": "Answer", "text": "Founder Tom Dupree began his career selling bonds in the late 1970s and, in the 1990s, noticed that dividend-paying stocks were in some cases outperforming bonds. That observation shaped DFG's approach of pairing dividend growth stocks with bonds to generate income retirees can see and rely on." } } ] } The post AI Data Center Financing: What It Means for Retirees 8-15-26 appeared first on Dupree Financial.

The Tom Dupree Show
Oil Spikes, Stocks Shrug: What the Market Is Really Telling You

The Tom Dupree Show

Play Episode Listen Later Jul 27, 2026


Dupree Financial Group Podcast Show Notes The Tom Dupree Show Episode  ·  July 25, 2026 Oil Spikes, Stocks Shrug: What the Market Is Really Telling You The Tom Dupree Show| Dupree Financial Group | dupreefinancial.com |859-233-0400 By Tom Dupree, Founder, Dupree Financial Group Episode Description This week gave retirement investors a real-time lesson in how markets actually work. Renewed conflict near the Strait of Hormuz sent crude oil sharply higher — the kind of headline that can make anyone glance nervously at a 401(k) statement. Instead, the S&P 500 kept flirting with all-time highs anyway. Tom Dupree, Mike Johnson, and Michael Dawahare — the same team you can hear every week on the Tom Dupree Show podcast archive — dig into why the market’s reaction didn’t match the headline, and what that gap tells you about where to actually look when you’re evaluating your own portfolio. The team also unpacks a shift that’s been building all year. For the past two years, a handful of “Magnificent Seven” technology stocks carried nearly all of the S&P 500’s earnings growth. Michael walks through why that’s changing — and why the remaining 493 companies in the index are now projected to outpace the Mag Seven’s earnings growth, according to recent market data. Along the way, Tom and Mike connect that shift to two familiar names in Central Kentucky mailboxes — AT&T and Verizon — both of which addressed the SpaceX satellite-to-phone threat directly in their second-quarter 2026 earnings calls. The through-line Tom keeps coming back to: none of this is a reason to guess, and it’s not a reason to freeze either. It’s a reason to know exactly what you own and why you own it. That’s the same fee-only, fiduciary research-driven approach behind every account DFG manages — a portfolio built around dividend-paying companies doesn’t need Tehran, Washington, or Elon Musk to cooperate in order to keep generating income. “There’s no easy way to do this. It requires diligence.” Topics Covered •Why crude oil spiked this week after renewed conflict near the Strait of Hormuz •How the stock market processed the oil news without a broad sell-off •The two-year story of the “Magnificent Seven” carrying most of the S&P 500’s earnings growth •Why the “other 493” companies in the index are now projected to outpace the Mag Seven •The wide performance gap opening up inside the Mag Seven itself this year •Why the equal-weight S&P 500 has outpaced the market-cap-weighted version in 2026 •AT&T and Verizon’s earnings-call response to the SpaceX direct-to-phone threat •Why DFG owns companies based on fundamentals and dividends, not headlines or hype •The historical backdrop connecting Britain, oil, and the Strait of Hormuz •Reshoring “national championship industries” and what it could mean for long-term growth Key Takeaways A market reaction isn’t the same as a market verdict. Oil spiked hard this week, but the S&P 500 stayed close to record highs. That gap is a reminder the market is weighing probabilities, not reacting to a single headline — and a scary news cycle doesn’t automatically mean portfolio damage. The “other 493” are catching up. After two years of a small group of mega-cap tech stocks driving nearly all S&P 500 earnings growth, the broader market is now projected to outpace them. That matters if your retirement savings are concentrated in a handful of names. Not every “Magnificent Seven” stock is behaving the same way. Wide performance gaps opened up within the group this year. Owning “the market” through a single index doesn’t mean owning uniform results — it means owning whatever mix that index happens to be weighted toward right now. Fundamentals, not momentum, is the filter. DFG will own a Mag Seven name when the valuation and dividend profile make sense — the decision is driven by earnings, cash flow, and dividends, not by chasing whatever stock is trending. Even household telecom names get tested by disruption. AT&T and Verizon both addressed the SpaceX satellite-to-phone threat directly in this week’s earnings calls — a reminder that even steady, income-paying companies require ongoing diligence, not a buy-and-forget approach. Geopolitics and portfolios are more connected than they look. The long history of global oil markets and shipping lanes helps explain moves that otherwise look confusing scrolling through headlines — context that’s part of the research behind every position in the portfolio. Diligence, not diagnosis, is the DFG approach. Every position gets traced back to one question: how does this translate to your investment portfolio? That’s the filter for oil, tech earnings, telecom competition, or any other headline of the week. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Related Reading •Browse the full episode archive on the Tom Dupree Show podcast page •Learn more about DFG’s fee-only, fiduciary approach on the About Us page Schedule a Complimentary Portfolio Review If you’re not sure whether your portfolio is built to hold steady through a week like this one — oil spiking, tech stocks pulling in different directions, telecom giants fighting off a new competitor — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com About The Author Tom Dupree is the founder of Dupree Financial Group and has spent 47 years in the investment business, beginning his career in municipal bonds in 1978. He hosts The Tom Dupree Show and manages client portfolios built around dividend- and interest-paying investments designed to produce retirement income. Dupree Financial Group  ·  Fee-only. Fiduciary. Lexington, KY  · dupreefinancial.com  ·  859-233-0400 This document is for reference and internal use. Not for public distribution. The post Oil Spikes, Stocks Shrug: What the Market Is Really Telling You appeared first on Dupree Financial.

The Tom Dupree Show
What Does Market Volatility Mean for Your Retirement Portfolio?

The Tom Dupree Show

Play Episode Listen Later Jul 19, 2026


  What Does This Week’s Market Volatility Mean for Your Retirement Portfolio? By Tom Dupree, Founder, Dupree Financial Group Inflation cooled. The big banks beat expectations. And somehow, it was still a wild week in the market. If you’ve been watching your account balance bounce around and wondering whether any of it has anything to do with the actual value of what you own, here’s the short answer: usually not. Most of what moved the market this week wasn’t new information about businesses — it was leverage, technical trading, and forced selling. That distinction matters more for your retirement than almost anything else you’ll read this month, because it tells you when to act and when to simply hold on. This week’s episode of The Tom Dupree Show walked through four separate stories — cooling inflation, strong bank earnings, a leveraged-ETF blowup on the other side of the world, and a regulatory fight over how often companies should report earnings — that all point to the same lesson: know what you own, know why the price is moving, and don’t confuse someone else’s forced selling with your own emergency. Key Takeaways Inflation cooled to 3.5% year-over-year in June, but the Fed’s new chair has questioned whether the 2% target is even the right one — the ground rules for bonds and rate-sensitive investments could shift. Bank profits this quarter came mostly from paying less on deposits, not from a borrowing boom — a reminder that cash flow, not headlines, tells the real story. A leveraged single-stock ETF collapse in South Korea forced hundreds of thousands of retail accounts into liquidation — a case study in what daily-compounding leverage does to a portfolio. Semiconductor stocks have swung hard on technical signals, not fundamentals — which can create real opportunity for patient, long-term owners. A federal proposal to let companies report earnings twice a year instead of four times has reignited a real debate about transparency versus short-termism. Why Does the Market Feel So Unpredictable Right Now? If you’re 55, 65, or 75 and watching a retirement account that’s supposed to fund the next 30 or 40 years of your life, a week like this one is unsettling. The headlines contradict each other: inflation is cooling, but chip stocks are getting hammered one day and ripping higher the next. Banks are thriving, but somewhere on the other side of the world, hundreds of thousands of retail investors just lost their entire trading accounts overnight. It’s a lot to hold at once, and it’s reasonable to wonder whether any of it should change what you do with your own money. Here’s the honest answer: for most retirees holding a diversified, income-producing portfolio, almost none of it should. But understanding why requires pulling apart what actually happened this week — and separating the noise from the signal. What Actually Happened This Week — The Data Start with the good news. The Bureau of Labor Statistics reported that headline inflation cooled to 3.5% year-over-year in June, with core inflation (which strips out food and energy) coming in at 2.6% — both below what economists expected, and producer prices actually declined for the month. That’s a meaningfully better inflation picture than markets were braced for. But the Fed’s target isn’t necessarily fixed anymore. Kevin Warsh, who was sworn in as Federal Reserve chairman this spring, has openly questioned the assumptions behind the central bank’s longstanding 2% inflation goal and launched a broader review of how the Fed operates. For retirees who own bonds or rate-sensitive income investments, that’s not a footnote — it’s a reason to pay attention to what “the target” even means over the next few years, rather than assuming the old rules still apply. Meanwhile, bank earnings came in strong — but not for the reason most people assume. The lift came primarily from banks paying less to fund themselves (short-term deposit rates have fallen faster than the loans on their books have repriced), not from a fresh wave of borrowing. It’s a good environment for financial stocks, but it’s a funding-cost story more than a booming-economy story, and that distinction matters if you’re trying to judge whether the rally has legs. Then there’s the semiconductor sector, which has been the market’s most volatile corner. Taiwan Semiconductor, the company that manufactures the vast majority of the world’s advanced AI chips, reported June revenue up nearly 68% year-over-year, a genuinely extraordinary number driven by AI infrastructure demand. And yet chip stocks broadly have been whipping up and down for reasons that have very little to do with numbers like that one. A lot of that action is technical: when a stock breaks below a widely watched moving average, institutional trading algorithms are programmed to sell, regardless of what the underlying business is doing. That selling then triggers more selling. It looks like panic. It’s often just mechanics. The starkest illustration of what leverage does in a downturn came out of South Korea this month, where a wave of new single-stock leveraged ETFs tied to semiconductor giants Samsung and SK Hynix triggered margin calls on more than 1.2 million retail trading accounts, with roughly 320,000 to 360,000 of those accounts fully liquidated in a matter of days. These products were designed to move twice the daily price swing of a single stock — which sounds appealing on the way up and is devastating on the way down, because the losses compound daily rather than tracking the stock’s actual return over time. It’s an ocean away from Lexington, Kentucky, but the lesson travels: leverage doesn’t just add risk, it changes the math entirely. Finally, there’s a quieter but genuinely important story developing in Washington. The SEC has proposed letting public companies choose to report earnings twice a year instead of four times, a change championed by President Trump and SEC Chairman Paul Atkins as a way to reduce short-term pressure on management teams. The idea splits reasonable people: less frequent reporting could free executives to run their businesses for the next several years instead of the next ninety days, but it could also mean investors — including retirees who depend on knowing exactly what they own — get less information, less often. This week’s news cycle also included a primetime presidential address in which Trump alleged that newly declassified intelligence showed foreign interference — including from China — in the 2020 election, along with claims of voter registration fraud in Michigan. Election security officials, including the Cybersecurity and Infrastructure Security Agency, have said they’ve found no evidence that any votes were altered in past elections. Whatever your read on the speech, it fed into a broader theme running through the whole hour: how much can you trust the numbers an institution hands you, whether that’s a vote count or a government inflation report? It’s why we do our own research instead of relying solely on government statistics or Wall Street’s sell-side analysts, and it’s the same instinct that should guide how you evaluate any claim, official or otherwise. The Reframe: Manufactured Volatility vs. Real Risk Here’s the framework we come back to on nearly every episode of the show, and it’s the one thing we want you to take from this week’s news: there is a real difference between manufactured volatility and real risk, and confusing the two is one of the most expensive mistakes a retiree can make. Manufactured volatility is what happens when a stock’s price swings because of leverage unwinding, algorithmic trading around technical levels, or funds racing to exit ahead of a quarterly number — not because the underlying business got worse. The Korean ETF collapse is manufactured volatility in its purest form: a Samsung or SK Hynix shareholder holding actual shares, with no leverage, watched the same news and the same earnings power, just without the forced-selling spiral. Real risk is different. Real risk is a company losing its competitive position, cutting its dividend, or piling on debt it can’t service. Real risk should change what you own. Manufactured volatility, more often than not, should not. The trouble is that from the outside, both look identical on a stock chart. A share price falling 10% doesn’t come labeled “manufactured” or “real.” Telling the difference requires actually knowing the business you own — its cash flow, its dividend history, its balance sheet — well enough to judge whether this week’s headline changed anything about that story. That’s the diligence part of the job, and there’s no shortcut around it. How Should Retirement Investors Respond to This Kind of Volatility? At Dupree Financial Group, this is exactly why our approach centers on dividend-paying stocks and bonds rather than chasing whatever sector is moving fastest. When you own a company for the income it generates — not for a price target — a week of manufactured volatility becomes far less threatening, and sometimes it becomes an opportunity. When institutions are forced to sell a good company for reasons that have nothing to do with its fundamentals, the price drop that scares one investor is simply a better entry point for another. That’s not a guarantee of a favorable outcome — all investing involves risk, including the possible loss of principal — but it’s a fundamentally different posture than reacting to every headline. Seven Steps to Retirement-Proof Your Portfolio Against Manufactured Volatility Know what you own, line by line. Pull up your statement and be able to explain, in one sentence each, why you own every major holding. If you can’t, that’s the first thing to fix — not the market. Separate the headline from the business. Before reacting to a price move, ask whether anything actually changed about the company’s earnings, dividend, or balance sheet — or whether it’s a technical or leverage-driven move like the ones described above. Keep leveraged and single-stock ETFs out of retirement money entirely. These products are built for daily traders, not long-term holders. The Korean ETF collapse is a real-world example of what daily compounding leverage can do to an account in a matter of days. Read past the quarterly headline number. Whether or not the reporting-frequency rules change, judge a company on multi-year cash flow and dividend trends, not a single quarter’s beat or miss. Keep a watchlist of quality companies for when panic creates a discount. When forced selling knocks a good business down for reasons unrelated to its fundamentals, that’s the moment long-term investors get paid for their patience. Revisit your income plan, not just your account balance. A retirement portfolio’s job is to produce cash flow you can live on for 30 to 40 years. Judge a volatile week by whether your income stream held up — not by the number on the login screen. Get a second set of eyes on your portfolio. If you’re not sure whether what you own is built to withstand this kind of volatility, or whether you’re carrying more leverage or concentration risk than you realize, that’s exactly what a portfolio review is for. Frequently Asked Questions Is a leveraged ETF a good way to boost my retirement returns? No. Leveraged ETFs reset and compound daily, so their long-term return can diverge sharply from the underlying stock’s actual performance — including large losses even when the stock has technically risen over time. They’re built for short-term traders, not retirement accounts. Does cooling inflation mean the Fed will cut interest rates soon? Not necessarily. While June’s cooler CPI reading supports the case for rate cuts, the Fed’s new chairman has signaled openness to rethinking the central bank’s approach to its inflation target, adding real uncertainty to the timeline for any rate decisions. Why do stock prices swing so much when a company’s earnings didn’t change? Much of the day-to-day movement in popular stocks comes from technical trading, algorithmic strategies tied to chart levels, and leveraged funds being forced to buy or sell — not from new information about the business itself. That’s manufactured volatility, not real risk. What does the debate over quarterly earnings reports mean for individual investors? If the SEC’s proposal is adopted, some companies may report financial results only twice a year instead of four times. That could reduce short-term pressure on management, but it may also mean investors get less frequent, less detailed information about what they actually own. How do I know if my retirement portfolio is built to handle volatility? Start by confirming you can explain why you own every major holding and that none of your retirement money sits in leveraged or single-stock products. A complimentary portfolio review with a fee-only fiduciary advisor is the fastest way to get an honest, unbiased answer. The Bottom Line Weeks like this one will keep happening. Leverage will keep building up somewhere and unwinding somewhere else. Traders will keep reacting to chart levels instead of cash flow. What won’t change is the difference between a business that’s actually worth less than it was last week and a stock price that simply got caught in someone else’s forced selling. Learn to tell those two things apart, build your income around companies you understand, and a volatile week stops being a threat to your retirement — it starts being background noise, or even opportunity. Schedule a Complimentary Portfolio Review If you’re not sure whether your portfolio is built to take advantage of volatility like we saw this week — instead of getting knocked around by it — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400  |  Visit: dupreefinancial.com You Might Also Like Catch up on past episodes of The Tom Dupree Show — our full podcast archive, updated every week. Meet the team at Dupree Financial Group — learn about our fee-only, fiduciary approach and the people behind it. [PLACEHOLDER — link to a prior show notes/blog post on dividend investing fundamentals once a confirmed URL is available] About the Author: Tom Dupree is the founder of Dupree Financial Group and host of The Tom Dupree Show, heard weekly across Central Kentucky radio and podcast. With 47 years in the investment business, starting in municipal bonds in 1978, Tom built DFG’s investment philosophy around one idea: retirement money should generate income you can see, not just a balance you hope holds up. Dupree Financial Group is an independent, fee-only fiduciary Registered Investment Advisor based in Lexington, Kentucky. REGULATORY DISCLAIMER: This material is for informational and educational purposes only and does not constitute investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. All investing involves risk, including the possible loss of principal. Past performance of any market index or security is not indicative of future results. Dupree Financial Group is a fee-only fiduciary and does not receive commissions on any products or securities discussed. 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New Books Network
David Leupold, "The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives" (Routledge, 2026)

New Books Network

Play Episode Listen Later Jun 15, 2026 50:56


What does it mean, three decades after the demise of the USSR, to inhabit cities built for a future that has never arrived? In pursuit of the question—what is left of the socialist city?—this book aims not only to trace the material and mnemonic remains of the socialist city,  but to show how the Soviet discourse of the city at times engendered radical ideas that challenged the narrow confines of state socialism itself. These ideas are, for instance, the efforts of Esperanto-speaking internationalists from Czechoslovakia to build the internationalist city from below in the Central Asian steppe, the quest of Armenian Futurists to root the architectural style of Soviet Armenia in the country's Persianate heritage, or a Jewish-Kyrgyz philosopher's vision of turning a science town in the hinterland of Moscow into the first ecopolis of the USSR. In an effort to rethink the life and afterlife of the Soviet city from its geographical South, The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives (Routledge, 2026) explores the material and immaterial legacies of socialist-era urbanization in Central Asia and the Southern Caucasus. To this end, it embarks on a historical and ethnographic journey to urban sites in Armenia and Kyrgyzstan. In a quest to reconstruct competing visions of urbanity that emerged from within the Soviet South, using varied empirical sources in Armenian, Czech, Kyrgyz, and Russian, the book outlines four urban visions: bottom-up urbanity, rooted urbanity, polycentric urbanity, and ecocentric urbanity. By understanding the social vision of a "socialist city of the future" beyond the political center in its trans-local independence, the book highlights the cultural and linguistic diversity of the Soviet South and its historical embeddedness within the regional dynamics of the Global South. David Leupold is a sociologist, scholar of memory wars and research fellow in the ERC-funded research project REVENANT: Revivals of Empire. He is the author of the prize-winning book Embattled Dreamlands: The Politics of Contesting Armenian, Turkish, and Kurdish Memory (2021), the former principal investigator of the DFG-funded research project Future Images of the Past (2021–2025), and a current resource scholar for the Monterey Initiative in Russian Studies (Middlebury Institute of International Studies). He lives in Berlin.  This interview was conducted by Ernest Lee, PhD student at the University of Chicago. He researches the history of postcolonial energy through the lens of development, infrastructure and environment, with a focus on West Africa and Southeast Asia.  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in Central Asian Studies
David Leupold, "The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives" (Routledge, 2026)

New Books in Central Asian Studies

Play Episode Listen Later Jun 15, 2026 50:56


What does it mean, three decades after the demise of the USSR, to inhabit cities built for a future that has never arrived? In pursuit of the question—what is left of the socialist city?—this book aims not only to trace the material and mnemonic remains of the socialist city,  but to show how the Soviet discourse of the city at times engendered radical ideas that challenged the narrow confines of state socialism itself. These ideas are, for instance, the efforts of Esperanto-speaking internationalists from Czechoslovakia to build the internationalist city from below in the Central Asian steppe, the quest of Armenian Futurists to root the architectural style of Soviet Armenia in the country's Persianate heritage, or a Jewish-Kyrgyz philosopher's vision of turning a science town in the hinterland of Moscow into the first ecopolis of the USSR. In an effort to rethink the life and afterlife of the Soviet city from its geographical South, The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives (Routledge, 2026) explores the material and immaterial legacies of socialist-era urbanization in Central Asia and the Southern Caucasus. To this end, it embarks on a historical and ethnographic journey to urban sites in Armenia and Kyrgyzstan. In a quest to reconstruct competing visions of urbanity that emerged from within the Soviet South, using varied empirical sources in Armenian, Czech, Kyrgyz, and Russian, the book outlines four urban visions: bottom-up urbanity, rooted urbanity, polycentric urbanity, and ecocentric urbanity. By understanding the social vision of a "socialist city of the future" beyond the political center in its trans-local independence, the book highlights the cultural and linguistic diversity of the Soviet South and its historical embeddedness within the regional dynamics of the Global South. David Leupold is a sociologist, scholar of memory wars and research fellow in the ERC-funded research project REVENANT: Revivals of Empire. He is the author of the prize-winning book Embattled Dreamlands: The Politics of Contesting Armenian, Turkish, and Kurdish Memory (2021), the former principal investigator of the DFG-funded research project Future Images of the Past (2021–2025), and a current resource scholar for the Monterey Initiative in Russian Studies (Middlebury Institute of International Studies). He lives in Berlin.  This interview was conducted by Ernest Lee, PhD student at the University of Chicago. He researches the history of postcolonial energy through the lens of development, infrastructure and environment, with a focus on West Africa and Southeast Asia.  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/central-asian-studies

New Books in Russian and Eurasian Studies
David Leupold, "The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives" (Routledge, 2026)

New Books in Russian and Eurasian Studies

Play Episode Listen Later Jun 15, 2026 50:56


What does it mean, three decades after the demise of the USSR, to inhabit cities built for a future that has never arrived? In pursuit of the question—what is left of the socialist city?—this book aims not only to trace the material and mnemonic remains of the socialist city,  but to show how the Soviet discourse of the city at times engendered radical ideas that challenged the narrow confines of state socialism itself. These ideas are, for instance, the efforts of Esperanto-speaking internationalists from Czechoslovakia to build the internationalist city from below in the Central Asian steppe, the quest of Armenian Futurists to root the architectural style of Soviet Armenia in the country's Persianate heritage, or a Jewish-Kyrgyz philosopher's vision of turning a science town in the hinterland of Moscow into the first ecopolis of the USSR. In an effort to rethink the life and afterlife of the Soviet city from its geographical South, The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives (Routledge, 2026) explores the material and immaterial legacies of socialist-era urbanization in Central Asia and the Southern Caucasus. To this end, it embarks on a historical and ethnographic journey to urban sites in Armenia and Kyrgyzstan. In a quest to reconstruct competing visions of urbanity that emerged from within the Soviet South, using varied empirical sources in Armenian, Czech, Kyrgyz, and Russian, the book outlines four urban visions: bottom-up urbanity, rooted urbanity, polycentric urbanity, and ecocentric urbanity. By understanding the social vision of a "socialist city of the future" beyond the political center in its trans-local independence, the book highlights the cultural and linguistic diversity of the Soviet South and its historical embeddedness within the regional dynamics of the Global South. David Leupold is a sociologist, scholar of memory wars and research fellow in the ERC-funded research project REVENANT: Revivals of Empire. He is the author of the prize-winning book Embattled Dreamlands: The Politics of Contesting Armenian, Turkish, and Kurdish Memory (2021), the former principal investigator of the DFG-funded research project Future Images of the Past (2021–2025), and a current resource scholar for the Monterey Initiative in Russian Studies (Middlebury Institute of International Studies). He lives in Berlin.  This interview was conducted by Ernest Lee, PhD student at the University of Chicago. He researches the history of postcolonial energy through the lens of development, infrastructure and environment, with a focus on West Africa and Southeast Asia.  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/russian-studies

New Books in Sociology
David Leupold, "The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives" (Routledge, 2026)

New Books in Sociology

Play Episode Listen Later Jun 15, 2026 50:56


What does it mean, three decades after the demise of the USSR, to inhabit cities built for a future that has never arrived? In pursuit of the question—what is left of the socialist city?—this book aims not only to trace the material and mnemonic remains of the socialist city,  but to show how the Soviet discourse of the city at times engendered radical ideas that challenged the narrow confines of state socialism itself. These ideas are, for instance, the efforts of Esperanto-speaking internationalists from Czechoslovakia to build the internationalist city from below in the Central Asian steppe, the quest of Armenian Futurists to root the architectural style of Soviet Armenia in the country's Persianate heritage, or a Jewish-Kyrgyz philosopher's vision of turning a science town in the hinterland of Moscow into the first ecopolis of the USSR. In an effort to rethink the life and afterlife of the Soviet city from its geographical South, The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives (Routledge, 2026) explores the material and immaterial legacies of socialist-era urbanization in Central Asia and the Southern Caucasus. To this end, it embarks on a historical and ethnographic journey to urban sites in Armenia and Kyrgyzstan. In a quest to reconstruct competing visions of urbanity that emerged from within the Soviet South, using varied empirical sources in Armenian, Czech, Kyrgyz, and Russian, the book outlines four urban visions: bottom-up urbanity, rooted urbanity, polycentric urbanity, and ecocentric urbanity. By understanding the social vision of a "socialist city of the future" beyond the political center in its trans-local independence, the book highlights the cultural and linguistic diversity of the Soviet South and its historical embeddedness within the regional dynamics of the Global South. David Leupold is a sociologist, scholar of memory wars and research fellow in the ERC-funded research project REVENANT: Revivals of Empire. He is the author of the prize-winning book Embattled Dreamlands: The Politics of Contesting Armenian, Turkish, and Kurdish Memory (2021), the former principal investigator of the DFG-funded research project Future Images of the Past (2021–2025), and a current resource scholar for the Monterey Initiative in Russian Studies (Middlebury Institute of International Studies). He lives in Berlin.  This interview was conducted by Ernest Lee, PhD student at the University of Chicago. He researches the history of postcolonial energy through the lens of development, infrastructure and environment, with a focus on West Africa and Southeast Asia.  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/sociology

New Books in Urban Studies
David Leupold, "The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives" (Routledge, 2026)

New Books in Urban Studies

Play Episode Listen Later Jun 15, 2026 50:56


What does it mean, three decades after the demise of the USSR, to inhabit cities built for a future that has never arrived? In pursuit of the question—what is left of the socialist city?—this book aims not only to trace the material and mnemonic remains of the socialist city,  but to show how the Soviet discourse of the city at times engendered radical ideas that challenged the narrow confines of state socialism itself. These ideas are, for instance, the efforts of Esperanto-speaking internationalists from Czechoslovakia to build the internationalist city from below in the Central Asian steppe, the quest of Armenian Futurists to root the architectural style of Soviet Armenia in the country's Persianate heritage, or a Jewish-Kyrgyz philosopher's vision of turning a science town in the hinterland of Moscow into the first ecopolis of the USSR. In an effort to rethink the life and afterlife of the Soviet city from its geographical South, The Death and Life of Southern Soviet Cities: Urban Futures and Their Afterlives (Routledge, 2026) explores the material and immaterial legacies of socialist-era urbanization in Central Asia and the Southern Caucasus. To this end, it embarks on a historical and ethnographic journey to urban sites in Armenia and Kyrgyzstan. In a quest to reconstruct competing visions of urbanity that emerged from within the Soviet South, using varied empirical sources in Armenian, Czech, Kyrgyz, and Russian, the book outlines four urban visions: bottom-up urbanity, rooted urbanity, polycentric urbanity, and ecocentric urbanity. By understanding the social vision of a "socialist city of the future" beyond the political center in its trans-local independence, the book highlights the cultural and linguistic diversity of the Soviet South and its historical embeddedness within the regional dynamics of the Global South. David Leupold is a sociologist, scholar of memory wars and research fellow in the ERC-funded research project REVENANT: Revivals of Empire. He is the author of the prize-winning book Embattled Dreamlands: The Politics of Contesting Armenian, Turkish, and Kurdish Memory (2021), the former principal investigator of the DFG-funded research project Future Images of the Past (2021–2025), and a current resource scholar for the Monterey Initiative in Russian Studies (Middlebury Institute of International Studies). He lives in Berlin.  This interview was conducted by Ernest Lee, PhD student at the University of Chicago. He researches the history of postcolonial energy through the lens of development, infrastructure and environment, with a focus on West Africa and Southeast Asia.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hörsaal - Deutschlandfunk Nova
Macht über andere - Wann wir wirklich frei sind

Hörsaal - Deutschlandfunk Nova

Play Episode Listen Later May 29, 2026 62:10


Vor dem Gesetz sind wir alle gleich und frei. Aber sind wir es wirklich? Nein. Wer hat Macht über uns und über wen haben wir Macht? Und ab wann wird soziale Macht zu Beherrschung und zu einem Problem? Ein Vortrag der Philosophin Tamara Jugov.Tamara Jugov ist Professorin für Praktische Philosophie an der TU Dresden. Ihre Forschungsschwerpunkte liegen im Bereich der analytischen politischen Philosophie und der Sozialphilosophie.Ihren Vortrag "Macht, interpersonale und strukturelle Beherrschung. Eine philosophische Perspektive" hat sie am 20. April 2026 im Rahmen des Studium Generale der Universität Mainz innerhalb der Reihe "Wie wir miteinander umgehen. Macht, Fairness und soziale Beziehungen" gehalten.**********In dieser Folge mit: Moderation: Katrin Ohlendorf Vortragende: Tamara Jugov, Professorin für Praktische Philosophie an der TU Dresden**********HörtippDer Tag, ein Podcast des Deutschlandfunks**********Ihr hört in diesem Hörsaal:2:21 - Vortragsbeginn2:42 - Fall 1: Professor und Mitarbeiterin4:27 - Fall 2: Sexistisches Eherecht6:11 - Struktur des Vortrags8:18 - Die philosophische Diskussion um den Machtbegriff26:24 - Interpersonale Beherrschung44:48 - Beispiel Elon Musk, Politik und Überreichtum48:47 - Strukturelle Beherrschung57:34 - Fazit: Worin besteht das normative Problem?1:00:33 - Hörtipp**********Quellen aus der Folge:Dahl, Robert A. 1957: The Concept of Power, in: Behavioral Science, 2(3), 201-215. Haslanger, Sally 2012: Resisting Reality. Social Construction and Social Critique, New York, NY: Oxford University Press. Jugov, Tamara: Geltungsgründe globaler Gerechtigkeit. Campus Verlag, 2024. Jugov, Tamara: Soziale Macht als Potentialität. In: Barbara Vetter/Christof Rapp: Potentialität, Philosophische Symposien der DFG, Vol. 2 (2023), 1-32, Fachinformationsdienst Philosophie. Petti, Philip 1997: Republicanism. A Theory of Freedom and Government, Oxford University Press **********Mehr zum Thema bei Deutschlandfunk Nova:Klassismus: Der Stempel der sozialen HerkunftSoziale Ungleichheit: Warum unsere Körper politisch sindLeistung: Kein Maßstab für eine gerechte Gesellschaft**********Den Artikel zum Stück findet ihr hier.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .

New Books Network
Aya Elyada, "A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture, 1818–1938" (Stanford UP, 2026)

New Books Network

Play Episode Listen Later May 5, 2026 52:27


Aya Elyada is an Associate Professor in the Department of History at the Hebrew University of Jerusalem. Her research focuses on German and German-Jewish cultural history, Yiddish-German encounters, and the social history of language and translation. She is the author of A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture (SUP 2026) and A Goy Who Speaks Yiddish: Christians and the Jewish Language in Early Modern Germany (SUP 2012), and co-editor of German-Jewish Studies: Next Generations (Berghahn 2023). She is currently working on a DFG-funded project (in collaboration with Prof. Astrid Lembke) on Old Yiddish adaptations of German literary texts, 1400–1800. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in German Studies
Aya Elyada, "A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture, 1818–1938" (Stanford UP, 2026)

New Books in German Studies

Play Episode Listen Later May 5, 2026 52:27


Aya Elyada is an Associate Professor in the Department of History at the Hebrew University of Jerusalem. Her research focuses on German and German-Jewish cultural history, Yiddish-German encounters, and the social history of language and translation. She is the author of A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture (SUP 2026) and A Goy Who Speaks Yiddish: Christians and the Jewish Language in Early Modern Germany (SUP 2012), and co-editor of German-Jewish Studies: Next Generations (Berghahn 2023). She is currently working on a DFG-funded project (in collaboration with Prof. Astrid Lembke) on Old Yiddish adaptations of German literary texts, 1400–1800. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/german-studies

New Books in Jewish Studies
Aya Elyada, "A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture, 1818–1938" (Stanford UP, 2026)

New Books in Jewish Studies

Play Episode Listen Later May 5, 2026 52:27


Aya Elyada is an Associate Professor in the Department of History at the Hebrew University of Jerusalem. Her research focuses on German and German-Jewish cultural history, Yiddish-German encounters, and the social history of language and translation. She is the author of A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture (SUP 2026) and A Goy Who Speaks Yiddish: Christians and the Jewish Language in Early Modern Germany (SUP 2012), and co-editor of German-Jewish Studies: Next Generations (Berghahn 2023). She is currently working on a DFG-funded project (in collaboration with Prof. Astrid Lembke) on Old Yiddish adaptations of German literary texts, 1400–1800. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/jewish-studies

New Books in Jewish Studies
Aya Elyada, "A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture, 1818–1938" (Stanford UP, 2026)

New Books in Jewish Studies

Play Episode Listen Later May 5, 2026 52:27


Aya Elyada is an Associate Professor in the Department of History at the Hebrew University of Jerusalem. Her research focuses on German and German-Jewish cultural history, Yiddish-German encounters, and the social history of language and translation. She is the author of A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture (SUP 2026) and A Goy Who Speaks Yiddish: Christians and the Jewish Language in Early Modern Germany (SUP 2012), and co-editor of German-Jewish Studies: Next Generations (Berghahn 2023). She is currently working on a DFG-funded project (in collaboration with Prof. Astrid Lembke) on Old Yiddish adaptations of German literary texts, 1400–1800. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/jewish-studies

New Books in Language
Aya Elyada, "A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture, 1818–1938" (Stanford UP, 2026)

New Books in Language

Play Episode Listen Later May 5, 2026 52:27


Aya Elyada is an Associate Professor in the Department of History at the Hebrew University of Jerusalem. Her research focuses on German and German-Jewish cultural history, Yiddish-German encounters, and the social history of language and translation. She is the author of A Lingering Legacy: The Afterlife of Yiddish in German-Jewish Culture (SUP 2026) and A Goy Who Speaks Yiddish: Christians and the Jewish Language in Early Modern Germany (SUP 2012), and co-editor of German-Jewish Studies: Next Generations (Berghahn 2023). She is currently working on a DFG-funded project (in collaboration with Prof. Astrid Lembke) on Old Yiddish adaptations of German literary texts, 1400–1800. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/language

DGB Nordwürttemberg - Arbeitsweltradio

Als Gewerkschaften haben wir überall Freundinnen und Freunde. So natürlich auch in der Friedensbewegung, die immer ein Teil der gewerkschaftlichen Bewegung war, auch wenn das Verhältnis gleichzeitig immer eng und doch nie ungebrochen war. Mit Klaus rede ich diese Woche über die gemeinsame Geschichte, aktuelle Brüche und natürlich über die neue Wehrpflicht - wen betrifft sie? Und was sind die Rechte und Pflichten, die man hat?

RARE à l'écoute
Maladie rare – Qu'appelle-t-on néphropathie à IgA ?

RARE à l'écoute

Play Episode Listen Later Apr 3, 2026 10:46


1er épisode / 5, de la série sur les néphropathies à IgA.Episode 1 : Maladie rare – Qu'appelle-t-on néphropathie à IgA ?Invitée :Dr Anna Duval, néphrologue au sein du service de néphrologie, dialyse et transplantation des hôpitaux universitaires de Strasbourg.https://www.chru-strasbourg.fr/service/nephrologie-dialyse-et-transplantation/  1️⃣ Qu'appelle-t-on néphropathie à IgA ? [0'34 – 1'50]✔️ Maladie rénale due à des dépôts d'IgA au niveau d'une partie du glomérule rénal, provoquant inflammation et lésions rénales.✔️ Pic d'incidence chez l'adulte jeune (20–30 ans), prédominance masculine en Europe, incidence plus élevée en Asie.✔️ Origine multifactorielle avec des formes primitives ou secondaires.Pour plus d'informations, retrouvez notre page article : https://rarealecoute.com/nephropathie-a-iga-maladie-de-berger/2️⃣ Quels signes cliniques sont évocateurs d'une néphropathie à IgA ? [1'51 – 2'35]✔️ Elle peut être asymptomatique.✔️ Hématurie microscopique ou macroscopique.✔️ Protéinurie/albuminurie variable, pouvant évoluer vers un syndrome néphrotique.✔️ Hypertension artérielle fréquente.3️⃣ Quelles sont les circonstances de diagnostic les plus fréquentes de cette maladie rare ? [2'36 -3'27]✔️ Découverte fortuite d'hématurie/protéinurie lors de bilans de routine.✔️ Hématurie macroscopique post-infection✔️ Bilan motivé par protéinurie, hypertension ou insuffisance rénale inexpliquées.✔️ Confirmation du diagnostic par biopsie rénale.4️⃣ Comment réduire l'errance diagnostique de la néphropathie à l'IgA en France ? [3'28 – 4'38]✔️Adresser rapidement à un néphrologue les patients présentant hématurie, protéinurie, hypertension ou altération de la fonction rénale.✔️ Renforcer le dépistage des maladies rénales (médecine du travail par ex.).✔️ Sensibiliser le grand public via des campagnes et événements dédiés aux maladies rénales (ex. semaine du Rein).5️⃣ Quel est le pronostic pour les patients touchés ? [4'39 – 5'19]✔️ Pronostic hétérogène : certains restent stables, 20 - 30 % évoluent vers l'insuffisance rénale terminale.6️⃣ Que faire en cas de doute ou suspicion d'une néphropathie à IgA ? [5'20 – 5'54]✔️ Confirmer et quantifier hématurie et protéinurie/albuminurie.✔️ Rechercher les signes de gravité : hypertension, déclin de la fonction rénale, œdèmes, hématurie importante.✔️ Adresser rapidement au néphrologue ou contacter le centre néphrologique. L'équipe :Virginie Druenne – Ambassadrice RARE à l'écouteCyril Cassard – Journaliste/AnimationHervé Guillot - ProductionCrédits : Sonacom_______________________________RARE à l'écoute est le 1er média d'influence entièrement dédié aux maladies rares :- Un podcast pour faire entendre les voix de celles et ceux qui vivent, soignent et accompagnent ces maladies souvent invisibles.- Les Revues Horizon pour mettre en lumière les meilleures initiatives des centres experts, pour inspirer et connecter les professionnels de santé.- Des Lives engagés, pensés pour les patients, leurs proches et les associations.Un média indépendant, engagé et utile, au service d'un meilleur parcours de soins pour les patients atteints de maladies rares.Toutes nos ressources utiles sont accessibles gratuitement sur : www.rarealecoute.com

Studio Allsvenskan
Huliganledaren Joakim "Idis" Eriksson – sanningen om slagsmålen, missbruket och vägen ut

Studio Allsvenskan

Play Episode Listen Later Dec 15, 2025 83:15


Reklam för Dbet. Här hittar ni våra andelsspel på Supertipsethttps://trk.affiliates.dbet.com/o/NRI1ix?lpage=vWZQ4d&site_id=7012722Fullständiga villkor gäller. +18. Spela ansvarsfullt. Stödlinjen stödlinjen.seÅrets bästa sportdealar är här! TV4 och Studio Allsvenskan har ett samarbete där du för endast 249 kr/månaden får TV4:s fotbollspaket (Allsvenskan, Superettan, Serie A, LaLiga, plus massa mer). Ordinarie pris är 449 kr/månaden så detta erbjudande innebär 200 kr rabatt varje månad! Gå in på https://www.tv4play.se/kampanj/studioallsvenskan för att ta del av erbjudandet! Dessutom har vi nu även hockeypaketet där du kan se SHL och Hockeyallsvenskan till halva priset hos TV4. Klickan på länken för mer info: https://www.tv4play.se/kampanj/studiohockeyVi välkomnar Joakim "Idis" Eriksson till Studio Allsvenskan!Joakim är aktuell med boken "I skuggorna av slagen" som handlar om hans 25 år som huligan i Djurgårdens firma DFG.Han berättar om sin väg inom firman till att bli ledare, slagsmålen, sjukhusbesöken, fängelse och hur det fungerar i den livsstilen.Ett annat perspektiv inom fotbollen som är väl värt en lyssning.Joakim berättar även om hur han tog sig ur den livsstilen och alla problem han hade. Vad var droppen? Och hur gick det till?Oerhört gripande lyssning att höra om Joakims liv.Missa inte när Joakim "Idis" Eriksson gästar Studio Allsvenskan.Studio Allsvenskan finns även på Patreon, där du får ALLA våra avsnitt reklamfritt direkt efter inspelning. Dessutom får du tillgång till våra exklusiva poddserier där vi släpper avsnitt tisdag till fredag varje vecka. Bli medlem här!Följ Studio Allsvenskan på sociala medier: Twitter!Facebook!Instagram!Youtube!•TikTok! Hosted on Acast. See acast.com/privacy for more information.

Edge of NFT Podcast
Hot Topics: Crypto Regulation, Bitcoin Reserves & DeFi's Next Wave with DFG's James Wo

Edge of NFT Podcast

Play Episode Listen Later Nov 14, 2025 24:43


In this week's Hot Topics we break down the biggest stories shaping crypto and finance, with special guest James Wo, Founder & CEO of DFG.From the Senate's long-awaited crypto market structure bill to the Trump administration's plan for crypto-backed mortgages, this episode explores how policy, innovation, and real-world adoption are converging fast. James also shares DFG's strategy for the next market cycle, including their Bitcoin reserve, investment outlook for 2026 IPOs, and the projects leading the charge in DeFi and tokenization.TakeawaysRegulation is finally catching up with innovation.Stablecoins and real-world assets are leading the next wave.Long-term conviction still defines the builders shaping Web3.Support us through our Sponsors! ☕

The MM+M Podcast
The Strategies for Success Podcast | Deerfield Group: Scaling smart: How Deerfield Group is redefining growth marketing and comms

The MM+M Podcast

Play Episode Listen Later Jun 10, 2025 24:02


What makes DFG uniquely valuable in the marketing, comms and media landscape?Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register!    AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket!    Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

In The Loop
HR 2 – Bullpen Woes & Madden Glows: Astros Concerns and NFL Headlines

In The Loop

Play Episode Listen Later Jun 2, 2025 38:44


ITL breaks down the newly announced Madden 26 cover and early odds for NFL "Protector of the Year." Then it's all about the Astros — is the bullpen officially a concern, or just going through a phase? In What's Popping: the Forrest Whitley legend grows, and friend of the show DFG steps back in the ring this past weekend. Plenty of heat, headlines, and hot takes all in one episode.

Machinic Unconscious Happy Hour
Jacob Blumenfeld - The Concept of Property in Kant, Fichte, and Hegel

Machinic Unconscious Happy Hour

Play Episode Listen Later Feb 23, 2025 100:12


Jacob Blumenfeld returns to the show to discuss his new book, The Concept of Property in Kant, Fichte, and Hegel: Freedom, Right, and Recognition Jacob is Assistant Professor of Philosophy at the University of Oldenburg, Germany, and member of the DFG collaborative research centre, “Structural Change of Property”. Last time, we discussed his previous book All Things are Nothing to Me: The Unique Philosophy of Max Stirner. Jacob's Links: -first appearance on the podcast: https://soundcloud.com/podcast-co-coopercherry/jacob-blumenfeld-all-things-are-nothing?si=bd84d2a0f47a42e981095899200dde42&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing -https://philpeople.org/profiles/jacob-blumenfeld -https://www.routledge.com/The-Concept-of-Property-in-Kant-Fichte-and-Hegel-Freedom-Right-and/Blumenfeld/p/book/9781032575186 Support us on Patreon: www.patreon.com/muhh Twitter: @unconscioushh

Wisdom Shared with Carole Blueweiss
The Power of We: It Takes a Village

Wisdom Shared with Carole Blueweiss

Play Episode Listen Later Jan 12, 2025 53:47


Episode SummaryDays for Girls is an organization empowering communities worldwide through menstrual health education and resources. Today, I'm thrilled to welcome the founder of Days for Girls, Celeste Mergens, along with her husband, Don. This episode dives deeper than just menstrual equity and the work of DfG. We discuss Celeste's memoir, The Power of Days, which chronicles her inspiring journey—from growing up in poverty and overcoming abuse to leading a global movement. They also open up about Celeste's rare hereditary movement disorder that affects her and four of her grandchildren.About Celeste MergensCeleste Mergens is an author, thought leader, and changemaker and has been featured in Oprah's O Magazine, Forbes, and Stanford Social Innovation Review. She is the Founder of Days for Girls, a global award-winning organization championing Women's Health and Menstrual Health Equity. Days for Girls was named by the Huffington Post as a ‘Next Ten' Organization poised to change the world in the next decade and has reached more than 3 million women and girls in 145 countries.Typically averaging dozens of speaking events a year, Celeste is a sought-after professional speaker and consultant. She was awarded the AARP Purpose Prize, Conscious Company Global Impact Entrepreneur Top Ten Women, 2019 Global Washington Global Hero, and Women's Economic Forum's Woman of the Decade.CelesteMergens.comCeleste's Book The Power of DaysFrom This Episodehttps://www.daysforgirls.org/The DfG Pad and KitNYC Chapter of Days For Girls - Sign up for Monthly Volunteer SessionsNYC Chapter of Days For Girls InstagramDonate to the NYC Chapter of Days For GirlsGet Involved with Days for GirlsThe Shame That Keeps Millions of Girls Out of School - NYT article by Nicholas KristofAbout familial paroxysmal nonkinesigenic dyskinesiahttps://www.risegatherings.com Find and Follow Carole and Wisdom Shared:https://www.caroleblueweiss.com/Subscribe to YouTube channelFollow and send a message on FacebookFollow and send a message on LinkedInFollow on InstagramFollow on TikTokFollow on ThreadsThe Wisdom Shared TeamAudio Engineering by Steve Heatherington of Good Podcasting WorksCo-Producer and Marketing Coordinator: Kayla NelsonProduction Assistant: Becki Leigh

When Lightning Strikes!
#76 - Rachel Routh and Andrew Lippa

When Lightning Strikes!

Play Episode Listen Later Oct 12, 2024 31:29


The Dramatists Guild Foundation or DGF is a nonprofit devoted to American theater. For more than six decades they have supported writers at all stages of their careers. DGF offers grants, free spaces to create new works and emergency aid for immediate support. On the show is Rachel Routh is DGF's executive director and DGF's president, writer/composer Andrew Lippa. In 2024, DGF received a 2024 Tony Honors for Excellence in the theater. On October 28 DFG will have its gala, hosted by Amber Ruffin. The gala will honor Pulitzer Prize winning composer Tom Kitt and producer Mindy Rich. This episode was recorded October 8, 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

#arthistoCast – der Podcast zur Digitalen Kunstgeschichte
Folge 15: Digitale Editionen für die Kunstgeschichte

#arthistoCast – der Podcast zur Digitalen Kunstgeschichte

Play Episode Listen Later Oct 2, 2024 64:53


In dieser Folge spricht Jacqueline Klusik-Eckert mit Michael Wenzel und Martin de la Iglesia über digitale wissenschaftliche Editionen in der Kunstgeschichte. Sie berichten aus dem DFG-geförderten Langzeitprojekt ‚Kommentierte digitale Edition der Reise- und Sammlungsbeschreibungen Philipp Hainhofers (1578-1647)‘.Zu Beginn wird deutlich, welchen Mehrwert wissenschaftliche digitale Editionen bieten. Neben der Bereitstellung der Originalpublikation als gescanntes Faksimile wird häufig parallel eine Ansicht für die Transkription und den editorischen Anmerkungsapparat geliefert. Diese Parallele liefert eine neue Transparenz. Dadurch können Forschende die Quellen direkt mit der Edition vergleichen, was einen Mehrwert im Forschungsprozess darstellt.Die technischen Anforderungen an digitale Editionen orientiert sich dabei stets an der Quellenlage und dem Editionsziel. Dabei spielt gerade die Gestaltung des User-Interface eine große Rolle. Es zeigt sich, dass digitale Editionen oft individuelle Lösungen benötigen, es keine standardisierte Herangehensweise gibt, gleichwohl man auf einen großen Erfahrungsschatz und Vorbilder zurückgreifen kann.Ein zentraler Punkt des Gesprächs ist die Frage, wie in den digitalen kunsthistorischen Editionen der Umgang mit unterschiedlichen Medien-, Datei- und damit auch Darstellungsarten gestaltet wird. Eine strukturierte Verknüpfung ist dabei das eherne Ziel.Auch die Herausforderungen der Langzeitarchivierung digitaler Editionen werden thematisiert. Neben der Sicherung der Daten über Repositorien sind es gerade die Interfaces, die uns aktuell vor eine Herausforderung stellen. Hierbei spielen sowohl technische als auch institutionelle Strukturen eine entscheidende Rolle, um die Zugänglichkeit digitaler Editionen zu gewährleisten.Dr. Michael Wenzel ist an der Herzog August Bibliothek Wolfenbüttel und im Projekt Kommentierte digitale Edition der Reise- und Sammlungsbeschreibungen Philipp Hainhofers (1578-1647) für die Konzeption und interne wissenschaftliche Leitung zuständig.Dr. Martin de la Iglesia ist an der Herzog August Bibliothek Wolfenbüttel und für die technische Umsetzung der digitalen Edition im Projekt Kommentierte digitale Edition der Reise- und Sammlungsbeschreibungen Philipp Hainhofers (1578-1647) verantwortlich.Begleitmaterial zu den Folgen findest du auf der Homepage unter https://www.arthistoricum.net/themen/podcasts/arthistocastAlle Folgen des Podcasts werden bei heidICON mit Metadaten und persistentem Identifier gespeichert. Die Folgen haben die Creative-Commons-Lizenz CC BY 4.0 und können heruntergeladen werden. Du findest sie unterhttps://doi.org/10.11588/heidicon/1738702Bei Fragen, Anregungen, Kritik und gerne auch Lob kannst du gerne per Mail an uns schicken unterpodcast@digitale-kunstgeschichte.de

Adam Carolla Show
Matt Walsh & Justin Folk On Their Film “Am I Racist?” + Deaf Frat Guy

Adam Carolla Show

Play Episode Listen Later Sep 9, 2024 137:34


The show opens with Adam telling Dawson & Deaf Frat Guy about his run-in with a rattlesnake on PCH last night. Then, Adam reveals some surprising names who he recently found out claim to be big fans of his, listen to another song that can be filed under Statutory Rape Rock, and play another round of “JV or All Balls.” Next, Dawson reads the news including stories about whether or not Hugh Jackman used steroids to get in shape for Deadpool & Wolverine and parental stress being deemed a serious public health issue according to the U.S. Surgeon General. Finally, Matt Walsh & Justin Folk join the show to talk about their new documentary “Am I Racist?”, how the left exploits people who are just trying to be polite, and whether or not November's election will mark the end of “wokeness.” For more with Matt Walsh: ● NEW MOVIE: Am I Racist? - in theaters September 13th ● TWITTER/X: @MattWalshBlog ● INSTAGRAM: @MattWalshBlog For more with Justin Folk: ● NEW MOVIE: Am I Racist? - in theaters September 13th ● TWITTER/X: @JustinFolk For more with DFG: ● VENMO: Josh [dash] Gardner [dash] 101 ● TWITTER/X: @DeafFratGuy Thank you for supporting our sponsors: ● http://SimpliSafe.com/Adam ● http://ForThePeople.com/Adam or Dial #LAW (#529) ● http://OReillyAuto.com/Adam

The Crypto Conversation
Chainbase - On-chain Data at Scale

The Crypto Conversation

Play Episode Listen Later Aug 29, 2024 30:30


Chris Feng is a co-founder and COO of Chainbase, the world's largest omnichain data network designed to integrate all blockchain data into a unified ecosystem. Chainbase is building a decentralized data economy with advanced AI capabilities where anyone can participate, contribute, and be incentivized. Why you should listen Chris Feng, co-founder and COO of Chainbase, discusses the importance of data in the blockchain era and the role of Chainbase as a data protocol. He explains that Chainbase aims to create a new data stack for the next generation of blockchain, where all data is interconnected and accessible.  The Chainbase mission is to become developers' interface for interacting with on-chain data, offering reliability, accuracy, and openness. Currently, Chainbase attracts over 15,000 developers and 8,000 project partners, managing over 500 billion data calls within the network. Now growing beyond Series A funding, they are backed by prominent funds including Tencent Investment Group, Matrix Partners, Hash Global, Folius Ventures, JSquare, DFG, Mask Network, Bonfire Union Ventures, and BODL Ventures. Chris highlights the key use cases of Chainbase, including providing real-time on-chain data, offering a comprehensive structure for developers, and enabling easier interaction with on-chain data for end users.  Supporting links Stabull Finance Chainbase Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Exploring More
What is Wrong with Men? What is our Hope...

Exploring More

Play Episode Listen Later Aug 20, 2024 42:10


In the latest episode of The Exploring More Podcast, hosts Michael Thompson and SJ Jennings continue their thought-provoking discussion on the current state of masculinity, diving deeper into the hope for men today. Building on their previous conversation, where they explored the importance of accurately interpreting one's life and becoming oriented to the good that God is doing in their life, this episode takes listeners on a profound journey into the heart of what it means to live a life filled with purpose and direction.  Michael and SJ paint a compelling picture of what it looks like when men who are fully oriented—those who are in tune with God's work in their lives—come together to speak into each other's lives. They envision men who are not just passive participants but active partners with God in the pursuit of a life filled with meaning and More. The episode opens with personal stories from the recent DFG summit held in the southern Ohio area, where the hosts witnessed these concepts in action. They share powerful examples of how the principles of initiation, validation, and orientation played out among the men who attended, offering a vivid illustration of the transformative potential of these ideas.  Throughout the episode, Michael and SJ emphasize the critical role of walking with God as the cornerstone of healing and restoration. They encourage listeners to engage deeply with their own hearts, to embrace the vision of redeeming generational masculinity, and to commit to doing life together with others. By fostering a community of oriented men, they believe that the landscape of masculinity can undergo a radical transformation, leading to the redemption of generational masculinity and a future where men live with greater purpose, strength, and connection.  This episode is a call to action for men to not only reflect on their own journeys but to actively participate in the collective healing and growth of masculinity. By partnering with God and each other, Michael and SJ argue that we can reshape the future for generations to come, creating a legacy of strength, compassion, and godly leadership that will resonate through time. Connect with the Zoweh team by sending an email to ExploringMore@zoweh.org. https://www.zoweh.org/dfgsummit  https://www.zoweh.org/podcast

Swimming with Allocators
A Novel Solution for LPs to Access Emerging GPs Biggest Winners with Sunil Pai

Swimming with Allocators

Play Episode Listen Later Aug 14, 2024 40:29


Highlights from this week's conversation include:Sunil's background in venture capital (0:11)First Contact with DFG (2:07)Transition to AngelList (5:02)Insights Leading to the Collective (6:57)Shifts in Investment Strategy (10:05)Insider Segment: Regulatory Changes Impacting VC (12:08)Emerging Managers and Established Firms (15:31)Angel Collective Opportunity Fund Overview (18:19)Manager Selection Criteria (21:11)Pitching to Founders (23:06)Opportunity Funds in Context (27:15)Rate of Deployment Expectations (28:25)Emerging Manager Market Fit (30:12)Starting as an Angel Investor (31:43)Challenges for LPs in Small Funds (33:51)Advice for Aspiring VCs (35:53)Trends Among Emerging Managers (37:42)Final Thoughts and Takeaways (39:46)Angel Collective Opportunity Fund is a generalist opportunity fund composed of thematic specialists. Managers are selected annually, so the fund is not anchored to any one player and the team consistently aims to achieve the best access across the venture ecosystem. For investors, this approach works with proven emerging managers and maintains steady exposure to the top technology sectors each year. For more information, please visit: www.angelcollective.com.Gunderson Dettmer is the preeminent international law firm with an exclusive focus on the innovation economy. The firm serves market-leading venture capital and growth equity investors and pioneering companies through inception, growth and maturity, as well as groundbreaking public companies that result from the global venture capital ecosystem. The firm's clear-cut focus and well-honed technical skill enables an accelerated pace and unmatched efficiency, delivering best-in-class value at each phase of a client's business. Learn more: www.gunder.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Exploring More
Spiritual Orientation

Exploring More

Play Episode Listen Later May 28, 2024 48:03


Being attuned, oriented, and aware, of both the good God is up to in your life, and what the enemy is doing in your life is the heart behind the Dangerous For Good Men's Summits.  In this Episode of Exploring More Michael Thompson, and SJ Jennings continue the conversation about DFG summits, and what those summits will look like, more heart behind them, and the hopeful result of hosting and/or attending one.   As image bearers, we are called to look like Jesus, who was Dangerous For Good.  This looked like spending time with the Father, being oriented to spiritual warfare, and living out the call of Love.  The Dangerous For Good Men's Summit is designed to be a catalyst event for the men in your church or community to experience an encounter with God and to begin a journey of orientation and wholeheartedness.  Dive into this episode with Michael, and SJ, to explore more of what God has for DFG in this episode of the Exploring More Podcast. Connect with the Zoweh team by sending an email to ExploringMore@zoweh.org. https://www.zoweh.org/dfgsummit  https://www.zoweh.org/podcast 

Exploring More
Dangerous For Good

Exploring More

Play Episode Listen Later May 21, 2024 49:21


The reclaiming of words can be a hard and fragile process.  Aslan is not safe, but he is good, Dangerous For Good.  In this Episode of Exploring More Michael Thompson, and SJ Jennings start the conversation about what Dangerous For Good means, and what it can look like in a man's life.  As image bearers, we are called to look like Jesus, who was Dangerous For Good.  The difference between how men have been dangerous and being Dangerous For Good is vastly different.  Reclaiming the idea of a dangerous man to be for the fighting of good in the spiritual battle is what we are after.  Dive into this episode with Michael, and SJ, to explore more of what God has for DFG in this episode of the Exploring More Podcast.   Connect with the Zoweh team by sending an email to ExploringMore@zoweh.org.   That's My King - Dr. S.M. Lockridge: https://www.youtube.com/watch?v=yzqTFNfeDnE    https://www.zoweh.org/dfgsummit  https://www.zoweh.org/podcast 

Adam Carolla Show
Dave Dameshek &Deaf Frat Guy on Fruit of The Year + Ed Weinberger on Johnny Carson and Bill Cosby

Adam Carolla Show

Play Episode Listen Later Jan 22, 2024 143:51 Very Popular


Dave Dameshek teases that he has named this year's “Fruit of The Year.” This brings Adam to share a new idea that he thinks would innovate the pizza industry. Next, Deaf Frat Guy calls in for a round of JV or All Balls. Afterwards, Dameshek finally reveals his “Fruit of the Year.” Chris then shares some news stories on The Clippers new fan section in their upcoming arena and viral press conferences featuring Tampa Bay Buccaneers' coach Todd Bowles and UFC fighter Sean Strickland. Lastly, legendary TV writer and producer Ed Weinberger joins the program to regale stories about working on The Bill Cosby Show and The Tonight Show with Johnny Carson. He talks about going to high school with Bill Cosby and what Johnny Carson was like off-camera. For more with Dave Dameshek: ● Check out his shows: ○ Minus Three (w/ Kevin Hench) ■ Every Friday watch the 15-minute pregame show, streaming on Twitter and YouTube ○ Extra Points (w/ Sarah Tiana) ■ Every Wednesday ● Follow on X @Dameshek For more with Deaf Frat Guy: ● Follow on X @DeafFratGuy For more with Ed Weinberger: ● Check out his play, The Journal of Adam and Eve Thank you for supporting our sponsors: ● http://OReillyAuto.com

The Plant Free MD with Dr Anthony Chaffee: A Carnivore Podcast
Episode 182: Cancer Researcher Dr Gabor Somlyai on His New Publications for Deuterium Depletion in Treating Cancer

The Plant Free MD with Dr Anthony Chaffee: A Carnivore Podcast

Play Episode Listen Later Jan 17, 2024 56:27 Very Popular


Dr Gábor Somlyai graduated as a biologist from the University of Szeged in 1982. Between 1982 and 1990 he worked for the Department of Plant Pathology, Plant Protection Institute of the Hungarian Academy of Sciences. He had a scholarship from the Hungarian Academy of Sciences while studying for his PhD and defended his thesis in molecular biology in 1988. Dr Somlyai spent six months at the Georg-August University in Göttingen on a DFG scholarship after receiving his Ph.D. He followed that with a postdoctoral fellowship in the field of genetic engineering and gene mapping at the University of Missouri in Columbia, Missouri. In the wake of the Hungarian, Nobel-prize winning scientist Albert Szent-Györgyi – who said that the true cause of cancer should be looked for at the sub-molecular level – Gábor began his examining the biological importance of naturally occurring deuterium as a senior research fellow at the Hungarian Institute of Oncology in 1990. In 1993 Gabor established HYD Ltd. for Research and Development (now HYD LLC. for Cancer Research and Drug Development) to carry out cancer research and drug development based on the proprietary procedure called deuterium depletion. Dr Somlyai served as the scientific director of HYD Ltd. between 1993 and 1997 before becoming the CEO of the company. In 2012 he also began serving as the General Director of HYD's parent company, HYD Pharma Inc. His book, Defeating Cancer!, was published in Hungary in 2000. It has since been published in Romania, Japan, China, South Korea and the U.S.A. Gábor is a holder of numerous international patents, an author of more than 40 scientific publications, and a highly sought-after speaker at international conferences. Website https://hyd.hu/en/the-inventor/ Center for Deuterium Depletion https://www.ddcenters.com/about-us-2/ Here is the website site people can order Preventa deuterium-depleted water. They are offering six concentrations: 125 ppm, 105 ppm, 85 ppm, 65 ppm, 45 ppm, and 25 ppm: https://preventa.hu/en/ For more info, Gabor's books and to buy deuterium-depleted water, check out his website: https://hyd.hu/en/books/ Book: Defeating Cancer!   Contact and Follow Dr Chaffee: ✅PATREON for early releases, bonus content, and weekly Zoom meetings https://www.patreon.com/AnthonyChaffeeMD ✅Sign up for our 30-day carnivore challenge and group here! https://www.howtocarnivore.com/ ✅INSTAGRAM: @anthonychaffeemd www.instagram.com/anthonychaffeemd/ ✅TWITTER: @Anthony_Chaffee ✅TIKTOK: @AnthonyChaffeeMD ✅Apple Podcast: The Plant Free MD https://podcasts.apple.com/au/podcast/the-plant-free-md-podcast/id1614546790 ✅Spotify: The Plant Free MD https://open.spotify.com/show/0WQtoPLuPMWWm3ZT3DYXzp?si=PPc2rXZzQXuzjIRK__SEZQ ✅To Sign up for a personal consultation with me, you can use my Calendly link below to schedule an appointment: ✅60 minute consultation https://calendly.com/anthonychaffeemd/60-minute-consultation ✅For collaborations, please email me at the below address. Please understand that I cannot give advice over email, but only in a consultation setting: AnthonyChaffee@gmail.com For more of my interviews and discussions, as well as other resources, go to my Linktree at: ✅ https://linktr.ee/DrChaffeeMD OR my website at: ✅ www.TheCarnivoreLife.com   Sponsors and Affiliates: ✅ Brand Ambassador for Stone and Spear tallow and soaps referral link https://www.stoneandspeartallow.com/?ref=gx0gql8b Discount Code "CHAFFEE" for 10% off ✅ Carnivore t-shirts from the Plant Free MD  www.plantfreetees.com ✅THE CARNIVORE BAR: Discount Code "Anthony" for 10% off all orders!   https://the-carnivore-bar.myshopify.com/?sca_ref=1743809.v3IrTuyDIi ✅Barbell Foods Biltong and Meat Sticks Use code AC10 for 10% of all orders! www.barbellfoods.com.au ✅Schwank Grill (Natural Gas or Propane) https://glnk.io/503n/anthonychaffeemd $150 OFF with Discount Code: ANTHONYMD ✅Butcher Crowd Meat Deliveries https://home.butchercrowd.com.au/?via=anthony Code CARNIVORE20 for $20 off your first purchase ✅ iRestore Laser Hair Therapy: $400 off with discount code AnthonyChaffee https://glnk.io/wyrl/anthonychaffee ✅X3 bar system with discount code "DRCHAFFEE" https://www.kqzyfj.com/click-100676052-13511487 ✅Cerule Stem cells https://DrChaffee.cerule.com ✅CARNIVORE CRISPS: Discount Code "DRCHAFFEEMD" for 10% off all orders! www.carnivorecrisps.com ✅Shop Amazon https://www.amazon.com/shop/anthonychaffeemd?ref=ac_inf_hm_vp   And please like and subscribe to my podcast here and Apple/Google podcasts, as well as my YouTube Channel to get updates on all new content, and please consider giving a 5-star rating as it really helps!   This podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard or delay in obtaining medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions.  

The Days for Girls Podcast
Episode 051: The Period Positive Workplace Initiative with Diana Nelson and Jess Strait

The Days for Girls Podcast

Play Episode Listen Later Oct 27, 2023 33:44


In the mission for menstrual equity, Days for Girls, The Policy Project, Share the Dignity, Population Services International Europe, The Pad Project, The International Sanitary Supply Association, and The Toilet Board Coalition partnered to create the Period Positive Workplace initiative to help organizations around the world build menstrual equity.Visit https://www.periodpositiveworkplace.org/ to learn more. Period Positive Workplaces support gender equality by providing period products at work.Your organization can become a certified by doing these three things:Provide period products in bathroomsMeet WASH facility standardsInform employees via a formal notice (e.g., sending an email, announcing it at a staff meeting, updating your employee benefits or HR handbook, etc.) that period products are and will continue to be provided.Period positive workplaces can increase employee productivity and reduce absenteeism for people who menstruate. Organizations become stronger and more inclusive by providing for menstrual needs.Join over 100 organizations around the world to become a Period Positive Workplace and receive complimentary certification by applying here.In this episode of The Days for Girls Podcast, Diana Nelson, DfG Global Advocacy Director and Jess Strait, DfG Data Systems Manager & Advocacy Specialist join us to talk about the Period Positive Workplace. We discuss:In depth details on the Period Positive Workplace initiative and how it came about. How does having period products at work impact employees and why does it matter for businesses?What the data says about this issue.The growth of the initiative and organizations already certified. How you can encourage your employer to become Period Positive Workplace certified. What it takes to be come certified. Mentioned in this episode: Episode 025: Fighting Period Poverty at Penn State with Jess Straight & Emma CihanowyzBios:Diana NelsonDiana Nelson is the Global Advocacy Director at Days for Girls International where she focuses on developing policy environments that support women, girls, and people who menstruate with the knowledge and products they need to manage their periods, including the establishment of washables standards and comprehensive menstrual health education.  A leader in menstrual health coalition building, she serves on the leadership team for the African Coalition for Menstrual Health (ACMHM), on the Advocacy and Policy Task Committee for the Global Menstrual Collective, and represents DfG on several other coalitions. She helped launch the South Africa Menstrual Health and Hygiene Coalition and advocated to the Cambodian government to pilot menstrual health education in their national curriculum.Jess StraitIn her dual role, Jess oversees IT operations and Days for Girls advocacy programming in high-income countries. Jess became involved with Days for Girls in 2018 as a founder and president of the Penn State club. Her work there included a campus-wide menstrual cup distribution, co-instructing a course on menstrual equity, conducting a menstrual health needs assessment, and running sewing operations for the cluSupport the showPlease support us at daysforgirls.org

Deep Fried Geeks
LIKE MY FATHER BEFORE ME- EPISODE 1

Deep Fried Geeks

Play Episode Listen Later Oct 4, 2023 54:53


DeepFried Geeks Presents...Our newest entry to The DFG catalog... LIKE MY FATHER BEFORE ME is a podcast by a Father and a Daughter about their relationship with a whole lot of geek and cuss words!

The Big Bass Podcast
Lake Perris: The Making and Destruction of a Trophy Spot Lake

The Big Bass Podcast

Play Episode Listen Later Sep 12, 2023 79:50


With the success of the Florida Bass experiment conducted in San Diego beginning in the late 1950s and through the early 1970s, California biologists turned to another bass sub-species for one of their new lakes. This new lake, Lake Perris, would be devoid of cover and have drastic water-level changes over the course of a season, not conducive conditions for rearing largemouth. Because of this, the DFG looked to the Alabama spotted bass to fill a niche. Spotted bass were known to spawn in deeper waters than their big-mouthed cousin and didn't need the cover associated with typical bass waters. They also provided great sport to the angler. In 1973, CADFG started talks with the Alabama Fisheries Department and set up a trade: Florida strain largemouth from California for spotted bass from Lewis Smith Lake, Alabama. By 1974, the lake was stocked with 200 spotted bass from the lake that held the world record. Within five years, this second black bass experiment proved to be on track to set a new world record. Mentioned in the show: https://youtu.be/G_cXIShrvJc https://youtu.be/MxeJKwLHbDg For more of The Big Bass Podcast, look for us here: Website: https://www.thebigbasspodcast.com YouTube: https://www.youtube.com/@thebigbasspodcast Facebook: https://www.facebook.com/thebigbasspodcast Instagram: https://www.instagram.com/thebigbasspodcast Twitter: https://www.twitter.com/bigbasspodcast --- Send in a voice message: https://podcasters.spotify.com/pod/show/the-big-bass-podcast/message

Exploring More
Dangerous For Good - Part 2

Exploring More

Play Episode Listen Later Jul 19, 2023 50:31


Michael, SJ, and Josh discuss how a man becomes Dangerous For Good: he's a man with a whole heart, a full life, and Kingdom authority. He joins arms with his Kingdom brothers on a mission to protect the hearts and lives of others. Learn the lies and traps that the enemy sets to cause warriors to stumble. Discover more about how the Zoweh team recruits DFG men at the Heart of a Warrior Encounter weekends.   Connect with the Zoweh team by email: exploringmore@zoweh.org

Adam Carolla Show
Super Dave Osborne + Larry Miller (Carolla Classics)

Adam Carolla Show

Play Episode Listen Later Apr 1, 2023 146:18 Transcription Available


1. Bryan's announcement (2016) 2. DFG (2015) 3. Larry Miller (2009) 4. Super Dave Osborne (2014) Hosted by Giovanni Giorgio Request clips: Classics@adamcarolla.com

Carolla Classics
Super Dave Osborne + Larry Miller

Carolla Classics

Play Episode Listen Later Apr 1, 2023 146:18


1. Bryan's announcement (2016) 2. DFG (2015) 3. Larry Miller (2009) 4. Super Dave Osborne (2014) Hosted by Giovanni Giorgio Request clips: Classics@adamcarolla.com

Carolla Classics
Pete Holmes + Deaf Frat Guy

Carolla Classics

Play Episode Listen Later Mar 26, 2023 163:53


1. Pete Holmes (2012) 2. DFG (2015) 3. Glen Phillips (2016) Hosted by Giovanni Giorgio Request clips: Classics@adamcarolla.com

Retro Disney World Podcast
81 - Wonders of Life Part IV - Cranium Command

Retro Disney World Podcast

Play Episode Listen Later Feb 9, 2023 156:27


We are heading back into the golden dome which is known as Wonders of Life. Over the months, we have taken you through many different episodes all about Wonders of Life including: Body Wars/Making of Me, the pavilion and sponsorship, the original concept, and finally the heated debate on the Magic Kingdom toll plaza sign. As we continue into this amazing pavilion, this episode we decided to take a deep dive into the classic show, Cranium Command. We could not have done this episode or concluded with Wonders of Life without involving some guest stars. This is a huge deal and we are super excited to welcome @bunny_wars and @DreamFinderGuy. Brian welcomes our two guests into the episode and we get a brief history of their EPCOT love, Wonders of Life experiences, and also how they are preserving the history of Wonders of Life. As we get started, make sure as you listen you check out the Wonders of Life Archive. Bunny and DFG have an amazing passion for the pavilion and also Cranium Command. They have spent hours upon hours digging up old resources, history, and tons more. You are going to really enjoy everything they have to offer throughout this episode. As a duo, Bunny & DFG get us started by going through the preshow of Cranium Command. We get to hear all about this attraction from their vast archive, which includes cast member interviews and pulling facts from old documents in their archive. The history of Cranium Command is very interesting in how it changed throughout its development. DFG does a great job explaining how the versions changed when exchanging hands between Disney and Colossal Pictures, which is very interesting. We also get into scripts and movie format of the show that was never made. Wonders of Life had many of the attractions tucked away, Cranium Command was no different as the pavilion tried to promote discovery. As you look at the history of this show, the entryway did change over the years to draw people in. We continue on throughout the show, going nearly line by line and scene by scene. The celebrity connection on Cranium Command was one of the most beloved parts and we dig into each of those. Cranium Command is such an amazing show experience, which makes this episode nearly two hours. Bunny & DFG have been amazing throughout all of this, offering us facts and info that none of us have heard before. Make sure you listen to this one twice; the details are immense and you are going to want to take notes for your next viewing of the attraction. We hope you have enjoyed this visit back to Wonders of Life and throughout this journey inside Cranium Command. 

Carolla Classics
Deaf Frat Guy Clips (Part 1)

Carolla Classics

Play Episode Listen Later Feb 5, 2023 143:54


1. DFG (2014) 2. DFG (2016) 3. DFG (2015) Hosted by Chris Laxamana and Giovanni Giorgio Support the show: Visit BlindsGalore.com Visit Geico.com Request clips: Classics@adamcarolla.com TWITTER: https://twitter.com/chrislaxamana INSTAGRAM: http://instagram.com/chris_laxamana https://instagram.com/giovannigiorgio Website: https://www.podcastone.com/carolla-classics

Carolla Classics
More Deaf Frat Guy Clips (Part 2)

Carolla Classics

Play Episode Listen Later Feb 5, 2023 101:31


1. DFG on Taco Bell Chef Lorena Garcia's breakfast (2014) 2. DFG (2014) 3. Rotten Tomatoes Game (2020) Hosted by Chris Laxamana and Giovanni Giorgio Support the show: Visit BlindsGalore.com Visit Geico.com Request clips: Classics@adamcarolla.com TWITTER: https://twitter.com/chrislaxamana INSTAGRAM: http://instagram.com/chris_laxamana https://instagram.com/giovannigiorgio Website: https://www.podcastone.com/carolla-classics

Adam Carolla Show
Carolla Classics: ACE Awards 2010 + Deaf Frat Guy

Adam Carolla Show

Play Episode Listen Later Dec 16, 2022 174:50


1. Don't Care! Gina drop (2015) 2. Teresa and Bryan (2009) 3. DFG on Breaking Bad (2013) 4. 2010 ACE Awards Hosted by Chris Laxamana and Giovanni Giorgio Support the show: Visit Leafwell.com and use promo code ADAM Visit Geico.com Request clips: Classics@adamcarolla.com TWITTER: https://twitter.com/chrislaxamana INSTAGRAM: http://instagram.com/chrislaxamana1 https://instagram.com/giovannigiorgio Website: https://www.podcastone.com/carolla-classics

Carolla Classics
ACE Awards 2010 + Deaf Frat Guy

Carolla Classics

Play Episode Listen Later Dec 16, 2022 174:50


1. Don't Care! Gina drop (2015) 2. Teresa and Bryan (2009) 3. DFG on Breaking Bad (2013) 4. 2010 ACE Awards Hosted by Chris Laxamana and Giovanni Giorgio Support the show: Visit Leafwell.com and use promo code ADAM Visit Geico.com Request clips: Classics@adamcarolla.com TWITTER: https://twitter.com/chrislaxamana INSTAGRAM: http://instagram.com/chrislaxamana1 https://instagram.com/giovannigiorgio Website: https://www.podcastone.com/carolla-classics

Adam Carolla Show
Part 2: Artie Lange + Deaf Frat Guy (Carolla Classics)

Adam Carolla Show

Play Episode Listen Later Oct 29, 2022 Transcription Available Very Popular


1. Artie Lange live (2013) 2. Baseball Talk and DFG (2014) Hosted by Chris Laxamana and Giovanni Giorgio Support the show: Visit BlindsGalore.com Visit Geico.com Request clips: Classics@adamcarolla.com TWITTER: https://twitter.com/chrislaxamana INSTAGRAM: http://instagram.com/chrislaxamana1 https://instagram.com/giovannigiorgio Website: https://www.podcastone.com/carolla-classics

Carolla Classics
Part 2: Artie Lange + Deaf Frat Guy

Carolla Classics

Play Episode Listen Later Oct 29, 2022 76:38


1. Artie Lange live (2013) 2. Baseball Talk and DFG (2014) Hosted by Chris Laxamana and Giovanni Giorgio Support the show: Visit BlindsGalore.com Visit Geico.com Request clips: Classics@adamcarolla.com TWITTER: https://twitter.com/chrislaxamana INSTAGRAM: http://instagram.com/chrislaxamana1 https://instagram.com/giovannigiorgio Website: https://www.podcastone.com/carolla-classics