Podcasts about Earnest

Today Pastor Mike and Connor begin a discussion on repentance and its importance and places in the life of believers!

Catch up on all the headlines in NFL, College Football, NBA, MLB and Golf news with "What is Trending" for August 13, 2026.

This week on Swimming with Allocators, Earnest and Alexa welcome Kelli Fontaine of Cendana Capital, as she traces her path from journalism to data-driven venture investing and explains how her obsession with finding the truth shapes her work as an LP. She breaks down how Cendana builds and uses its data systems, why early-stage power laws and portfolio construction matter more than headline TVPIs, and how she balances hard data with judgment about GPs. Kelli challenges the idea that pre-seed always outperforms seed, shares why fund I and II managers are uniquely compelling, and explores trends like concentrated portfolios, deep tech, defense tech, AI-native founders, and secondaries. Also, Sidley emerging companies lawyer Michael Podolny explains that rapid growth and complexity in AI-driven startups are driving demand for globally sophisticated legal advice from day one, with a particular focus on repeat founders, control, and tax optimization through QSBS planning. Highlights from this week's conversation include: Kelli's Journalism Roots and Early Fascination with Data (0:29) Moving from Finance to Tech and Startups at RPX (2:42) Building Data Infrastructure and Dashboards at Sandana (7:07) What People Mean by the “Sandana Model” and Relationship Focus (10:31) Why Funds Ones and Twos Are Special and How GPs Evolve Over Time (15:09) Why Late-Stage AI and Mega Rounds Don't Replace Early Stage Alpha (19:30) Sponsor Segment: Sidley's Work With AI and Sophisticated Startups (21:16) Tax Optimization and QSBS Considerations for Founders and Investors (24:49) KPIs That Matter: Revenue, Customer Quality, and Go-To-Market (28:40) How Changing Graduation Rates Affect Fund One and Fund Two Diligence (30:24) How to Think About Founder Secondaries vs GP Secondaries (34:54) Portfolio Management, Write-Offs, and the Real Role of Acqui-Hires (37:13) Treating Venture Like Public and Private Equity Segments (Small vs Mega) (40:05) Frustrations With AI Hype, FOMO, and Public Perception of Tech (43:50) Closing Remarks and Reflections on Macro Conversation (45:39) Cendana Capital is a venture fund-of-funds focused on investing in seed-stage venture capital firms and partnering with managers at the earliest stages of company formation. The firm is one of the most active LPs dedicated to the seed ecosystem, with a focus on identifying and supporting differentiated early-stage venture managers. Learn more at www.cendanacapital.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

As Christians anticipate heaven, the most glorious reality will be seeing the Lord face to face. Until that day, what is the connection between the heavenly reality that awaits the Christian and their life now? According to the apostle Paul, it is the work of the Holy Spirit as the pledge or guarantee of future inheritance that connects the future with the present. In this sermon on Ephesians 1:14 titled “The Earnest of Our Inheritance,” Dr. Martyn Lloyd-Jones labors to explain the apostle's words by arguing that the translation “earnest” fits the context of Paul's teaching. This rich term communicates the guarantee or pledge, but it also speaks of an installment. The Christian has a glimpse or foretaste of heaven through the work of the Holy Spirit. While one does not fully see Christ in this life, they should be encouraged that they do indeed see Him, even if only as through a mirror dimly. Dr. Lloyd-Jones challenges the listener to share in Christ's life now by pursuing holiness, purity, peace, and love. Wonderfully, when one does this, they taste what righteousness will be like in the future.

As Christians anticipate heaven, the most glorious reality will be seeing the Lord face to face. Until that day, what is the connection between the heavenly reality that awaits the Christian and their life now? According to the apostle Paul, it is the work of the Holy Spirit as the pledge or guarantee of future inheritance that connects the future with the present. In this sermon on Ephesians 1:14 titled “The Earnest of Our Inheritance,” Dr. Martyn Lloyd-Jones labors to explain the apostle's words by arguing that the translation “earnest” fits the context of Paul's teaching. This rich term communicates the guarantee or pledge, but it also speaks of an installment. The Christian has a glimpse or foretaste of heaven through the work of the Holy Spirit. While one does not fully see Christ in this life, they should be encouraged that they do indeed see Him, even if only as through a mirror dimly. Dr. Lloyd-Jones challenges the listener to share in Christ's life now by pursuing holiness, purity, peace, and love. Wonderfully, when one does this, they taste what righteousness will be like in the future. To support this ministry financially, visit: https://www.oneplace.com/donate/603/29?v=20251111

There is a challenge before us for another great move of the Holy Spirit - Revival.  God has already done what he needs to do by tearing open the heavens and sending the Holy Spirit.  Using the analogy of lightning to illustrate the principle of fire from heaven and the example of the Welsh revival, we see that our role then is to prepare earth for the revival fire. This we do by: 1. Biblical, Christ centred preaching  2. A deep desire and desperation for transformation  3. Earnest and passionate prayer.

Wanneer moet PSV nou precies investeren? De tijd lijkt te dringen om de defensie te versterken en daarover discussiëren de presentatoren Mascha Prins en Rik Elfrink met niemand minder dan 'Wily Simba', de transferspotter die altijd op zoek is naar het eerste plaatje van een nieuwe speler. See omnystudio.com/listener for privacy information.

Carl Hargrove • Selected Scriptures • Sermon Notes (Slides) • Seminary Wives Discipleship

 According to the Oregon Department of Emergency Management, wildfires have burned more than 300,000 across the state so far. Fire officials say that lightning strikes last week ignited dozens of fires which were fueled by dry vegetation, hot weather and windy conditions. An estimated 1,500 Oregonians are under Level 3 — GO NOW! — evacuation orders.   Oregon State Fire Marshal Mariana Ruiz-Temple joins us with an update on the status of the fires and how agencies are responding.  

What if the life you've always wanted begins with a single decision to step outside your comfort zone? Tune in for an inspiring discussion with Kevin Ladd on his new book GBOGFY: The Earnest Pursuit of Personal Growth.Moments with Marianne Radio Show airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio Affiliate!  https://www.kmet1490am.com Kevin Ladd grew up in a small town in Maine, where a love of drawing, listening to and playing music, and hands-on work took root early—long before he ever imagined writing a book. After years of carpentry, cooking, and seven-day work weeks, he moved to Chicago, where he eventually helped build Scholarships.com and built a life on his own somewhat unconventional terms. Kevin is driven by curiosity, creativity, and the belief that life is best lived through doing.  https://gbogfy.comOrder on Amazon: https://a.co/d/05EvF2zf  Discover inspiring conversations with today's leading authors, celebrities, thought leaders, and change makers. To learn more about the Moments with Marianne Radio Show, explore guest interview opportunities, connect with Marianne, and follow her on social media, visit https://www.mariannepestana.com Explore the Moments with Marianne Book Club and find your next great read: https://www.mariannepestana.com/book-club/  Listen to the Moments with Marianne Radio Show on KMET 1490AM & 98.1FM, an ABC News Radio Affiliate, weekdays at 8:06 AM PT / 11:06 AM ET and Sundays at 10:06 AM PT / 1:06 PM ET. Learn more at: https://www.kmet1490am.com/moments-with-marianne 

Acts 12:1-19 - Chad Cronin

This week on Swimming with Allocators, Earnest and Alexa welcome Senia Rapisarda of HarbourVest, who walks through her journey from Italy and Wall Street to leading venture and growth efforts in Canada, first at BDC and now as a major LP. She explains how Canada's venture ecosystem has evolved, the creation and impact of the Venture Capital Action Plan, and why innovation capital is critical to national sovereignty. The conversation covers what makes great Canadian fund managers (curiosity, humility, team-building, and agility), how emerging managers should approach institutional LPs and avoid basic fund management mistakes, and why valuation discipline and non-greedy founders matter in down cycles. Also, Nick Cassin explains how continuation vehicles (CVs) give LPs a choice between liquidity and extended exposure to high-conviction assets when a fund's term and capital are running out. He describes how the market has broadened to more types of investors and fund sizes, and outlines the conflict-of-interest controls that make these GP-led secondaries work. Highlights from this week's conversation include: Senia's Background, Global Career, and Move to Canada (0:21) Moving to HarbourVest and Designing Canada Growth Strategy (4:00) Canada's “Perfect Storm” and Agriculture vs Geology Metaphor for Venture (5:42) What Canada Needs to Fully Capture Innovation Opportunity (8:04) How US Allocators Should Approach Canada and Diversification Benefits (11:21) Expectations of Emerging GPs and Importance of Fund Management Basics (17:59) When Continuation Vehicles Make Sense for Venture (21:39) Trends in New Money Capital and Expansion of CV Market (23:40) Managing Conflicts of Interest in GP-Led Continuation Vehicles (26:29) LP Behavior: Who Rolls vs Sells in CV Transactions (31:14) Four Filters for Durable Companies and Role of Founder Non-Greed (34:29) Longevity as an Asset Class and Implications for Pensions (37:03) Applying Longevity and Defense-Tech Themes in Manager Diligence (41:00) Innovation Capital as Part of Canada's Sovereignty and Late-Stage Capital Gaps (44:33) How Emerging Managers Should Approach HarbourVest and Build Track Record (47:12) Connecting with Senia and Parting Thoughts (51:01) HarbourVest Partners is a global private markets investment firm managing approximately $150B in assets, with a 45-year history and venture as a core part of its franchise. The firm operates as a multi-strategy, multi-manager platform — primary fund investments, secondaries, direct co-investments, and credit — across North America, Europe, and Asia. Senia Rapisarda leads HarbourVest's Canadian strategy from Toronto, deploying capital across funds and growth-stage companies and serving as a bridge between the Canadian ecosystem and HarbourVest's global LP and GP network. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. HarbourVest Partners, LLC is a registered investment adviser under the Investment Advisers Act of 1940. This material is solely for informational purposes and should not be viewed as a current or past recommendation or an offer to sell or the solicitation to buy securities or adopt any investment strategy.  The opinions expressed herein represent the current, good faith views of the author(s) at the time of publication, are not definitive investment advice, and should not be relied upon as such. This material has been developed internally and/or obtained from sources believed to be reliable; however, HarbourVest does not guarantee the accuracy, adequacy or completeness of such information. There is no assurance that any events or projections will occur, and outcomes may be significantly different than the opinions shown here.  This information, including any projections concerning financial market performance, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. The information contained herein must be kept strictly confidential and may not be reproduced or redistributed in any format without the express written approval of HarbourVest. Nothing herein should be construed as a solicitation, offer, recommendation, representation of suitability, legal advice, tax advice, or endorsement of any security or investment and should not be relied upon by you in evaluating the merits of investing in HarbourVest funds or in any other investment decision. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Jocelyn Earnest was found dead on the floor of her Forest, Virginia home on December 20th, 2007, investigators saw what appeared to be a suicide — a typed note, a gun, a woman in the middle of a painful divorce. But the people who knew Jocelyn best refused to accept that explanation. She had just been offered a promotion at work. She was looking forward to the holidays. She was almost through the divorce. She was making plans.What followed was a years-long legal battle featuring a staged crime scene, forged documents, a critical error in the jury room, and a moment on the witness stand that stopped the courtroom cold — all centered on a single question: did Jocelyn Earnest take her own life, or did someone who knew her well go to great lengths to make it look that way?Today's snack: Baklava from St. John's Bakery (thanks Jan!)Support us on PatreonSources:Fanning, Diane. Under Cover of the Night: A True Story of Sex, Greed, and Murder. Berkley Books, Penguin Group, 2014.Crimesider Staff. "83 words and 20 questions: The mysterious suicide note in the Jocelyn Branham Earnest case." CBS News, 4 Jun. 2012."Earnest trial focuses on frame of mind: During the third day of the murder trial of Wesley Earnest, friends of Jocelyn Earnest described her sunny personality. [The Roanoke Times, Va.]." InsuranceNewsNet, 26 Mar. 2010."Earnest v. Davis et al, No. 7:2018cv00595 - Document 29 (W.D. Va. 2020)." Justia Law."Ex-Chesapeake school official found guilty a second time." 13newsnow.com - WVEC."Landlords: Convicted wife killer violent, vindictive years before murder." 13newsnow.com."Marriage Secrets." 48 Hours, Apple Podcasts, 19 Dec. 2024.Spencer, Marcelena. "Murder or suicide: How did Jocelyn Earnest die?" CBS News, 2 Jun. 2012.Earnest, Wesley Brian. Petition for Writ of Certiorari. Supreme Court of the United States, 29 Apr. 2021."Testimony continues in Earnest trial: Evidence presented Friday ruled out suicide in the case of Jocelyn Earnest, prosecutors say. [The Roanoke Times, Va.]." InsuranceNewsNet, 27 Mar. 2010.

This week on Swimming with Allocators, Earnest and Alexa welcome Teddy Repko of the Yuhaaviatam of San Manuel Nation, who shares how his global upbringing, risk-aware personality, and early trading career shaped his investing approach, and how a shift at Columbia's endowment from hedge funds to relationship-driven venture gave him a front-row seat to the asset class. He breaks down how LPs really underwrite managers—balancing base rates, power-law math, and portfolio construction with deep people and relationship assessment—and flags both opportunities and risks in today's market, from mega funds, AI-driven valuations, and rapid funding cycles to concentrated DPI, late-stage growth, and crypto. Also in this episode, Nick Cassin explains how Sidley advises on secondary fund liquidity transactions, outlining the legal risks around transfers, why not all secondaries are created equal, and how structures like LP trades and strip sales are used across asset classes, including venture. Highlights from this week's conversation include: Teddy's Origin Story and Global Upbringing (1:14) Discovering the Columbia Endowment Allocator Role (3:06) Base Rates, Venture Math, and Manager Differentiation (8:20) Rise of Mega Funds and Impact on Seed Ecosystem (11:07) Valuation Concerns, AI Pace, and Compressed Diligence (13:47) Nick Explains Legal Risk and Why Not All Secondaries Match (16:10) Sidley's Secondaries Practice Across Private Markets (20:18) Risks in Later Stage Growth and Crypto Ecosystem (23:04) Debating China Risk and Capital Return Constraints (26:23) Background on Yahavitatam Tribe and Sovereign Wealth Fund (0:27:10) How New Allocators Add Differentiated Value to Portfolios (30:15) Israeli Seed Ecosystem and Top of Funnel Differentiation (32:38) Relationship Building, AI Noise, and Handwritten Notes (36:34) Final Reflections on Venture FOMO and Consistent Allocating (37:02) Yuhaaviatam of San Manuel Sovereign Fund is a sovereign wealth fund managed from the Reservation of the Yuhaaviatam of San Manuel Nation near Highland, California. Yuhaaviatam of San Manuel Nation is a federally recognized American Indian tribe that exercises its inherent sovereign right of self-governance and provides essential services for its citizens through infrastructure development, governmental and civil services, and the advancement of social, economic, and cultural initiatives. The assets of the sovereign fund are managed by its executive leadership team in support of the Nation's long-term objectives and future generations. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Cougars received a high ranking in the Preseason Top 40 from Phil Steele.

Hi. For our third and final Background Information Episode, Ty and Aidan, the hosts of Fun Factor, join us for an hour to flip through magazine reviews of Skies of Arcadia! All four of us are capping out RPG visuals at 8/10, receiving Golden Man location information, misunderstanding Duke Nukem's wants and needs, running the triple negative olympics, borrowing ideas from Final Fantasy, gibbering like mad fools, doing british accents, lamenting 128 bits, harkening back to early days, forecasting typos signaling prestige, disenchanting sourpusses, teetering on magnificence, creating Scott Steiner, and wondering if Nintendo Power was on the take. The remainder of the episode features your normal hosts hacking out random battles, cameoing in other games, teasing a modern release, learning some optimization tricks, sharing memories, laying out expectations, counting stuff, and wondering if Nintendo Power was on the take. Skies of Arcadia was easily the best RPG in the year 2000 for Dreamcast. Please check out Ty and Aidan's podcast Fun Factor, either here (https://funfactorpod.com) or wherever fine podcasts can be downloaded to the telephone. 00:00:00 Meeting New People 00:02:52 Intro 00:04:30 Contemporary Reviews (Featuring Fun Factor) 01:04:48 Modern Takes 01:07:11 Fan Fiction 01:08:23 MODS 01:12:17 Sequels & Cameos 01:21:44 Memories 01:23:53 Expectations 01:26:32 How Are We Playing This In 2026? 01:30:32 What Are We Counting? 01:34:09 Acknowledgements 01:34:38 Real Net 01:43:38 Outro Patreon: patreon.com/retroam Bluesky: @retrogradeamnesia.bsky.social YouTube: www.youtube.com/@RetrogradeAmnesia E-Mail: podcast@retrogradeamnesia.com Website: www.retrogradeamnesia.com  

Sobering verse. Transcript

This week on Swimming with Allocators, Kate Simpson joins Earnest and Alexa to share her journey from starting as a history major at the UNC endowment to leading the venture strategy at multi-asset OCIO firm GEM. She explains how she learned institutional investing, specialized in private markets, and refined her craft at Parish Capital and Truebridge, including fund-of-funds due diligence, reference work, and the power of platforms and networks. The conversation dives into how to build a venture program from scratch, why alignment, patience, and resource intensity matter, and how GEM uses a barbell approach across top-tier scaled platforms and emerging managers while avoiding the “crowded middle.” Kate breaks down how LPs evaluate managers (source, pick, win), why fund math and ownership are critical, and how today's AI-driven cycle, secondary markets, and companies staying private longer are reshaping ventures. Also, don't miss Nick Cassin from Sidley as he explains the rapid growth of the private-fund secondary market, what's driving the surge in secondary and continuation vehicle (CV) transactions, and how new types of capital providers are stepping in as lead investors to provide liquidity to private-market participants. Highlights from this week's conversation include: Starting at UNC Endowment With No Finance Background (0:31)   Transitioning from TrueBridge to Gem and Taking on a Leadership Role (6:10) Advice for Building a New Venture Program and Aligning Stakeholders (10:12) Democratization of Venture Access and Barbell Strategy for Manager Selection (12:38) Sourcing and Evaluating New Venture Managers with a High-Volume Funnel (16:26) Secondaries Market Boom and Macro Dynamics Driving Liquidity Needs (21:00) Rise of Continuation Vehicles and Structural Evolution of Secondaries (23:36) How to Approach a First LP Meeting and Importance of Fund Math (26:03) Defining Early Versus Later Stages and Gem's Seed and Micro Fund Threshold (28:13) Normalization of Secondary Liquidity for Founders and Early Investors (35:24) Future Opportunities in Smaller Funds and the Dynamic Early Ecosystem (36:12) Final Thoughts and Takeaways (40:12) GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide. Since 2007, we have sought to deliver superior risk-adjusted returns to our clients by combining disciplined investment research and active portfolio management with exceptional service and enduring partnership. With a global platform, broad institutional investment capabilities, and an experienced team, we design portfolios to meet the unique needs of each investor we serve. For more information, visit www.geminvestments.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this powerful message, Brother Kirubel dive into what it truly means to experience an Open Heaven and how God meets us in our darkest moments when we seek Him with all our heart. Many of us can relate to the Prophet Ezekiel. By age 30, he expected to be serving as a priest in the temple. Instead, he found himself a captive by the Kebar River, enduring torment and weeping. Yet, it was precisely in that place of captivity that the heavens were opened, and he saw visions of God. Whether you are in a season of suffering like Ezekiel, John on the Island of Patmos, and Stephen or a season of peace and success like King Solomon the key remains the same: Earnest prayer. Listen the full audio to discover the 3 things that happen when the heavens open over your life, and learn how to activate the key of prayer in whatever season you find yourself in today. "You will seek me and find me when you seek me with all your heart." — Jeremiah 29:13

Today’s guest is Brian Earnest. He is lead economist for animal protein in CoBank’s Knowledge [...]

Welcome to another episode of The Classical Mind, the podcast where we explore the great books of the Western tradition! In this episode, hosts Father Wesley Walker and Dr. Junius Johnson are thrilled to welcome a special guest, Dr. Grace Hamman. Dr. Hamman holds a PhD from Duke University, focuses on late medieval poetry and contemplative writing, and hosts the Old Books with Grace podcast. Together, they dive into a delightful and deep discussion about Oscar Wilde's brilliant drawing-room comedy, The Importance of Being Earnest.Endnotes* Junius: Oscar Wilde's fairy tales—The Happy Prince, The Nightingale and the Rose, and The Selfish Giant* Wesley: Ricky Stanicky * Grace: Arrested Development This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theclassicalmind.com/subscribe

"G.R.E.A.T. Faith" (Matthew 15:21-28) In Matthew 15, a Canaanite woman comes to Jesus with a need that no one around her could address. She was not a Jew. She had no standing. And yet she fixed her eyes on Jesus, called Him Lord and Son of David, and refused to move no matter what came at her. In this sermon, Elder Omar Edwards walks through five elements of great faith using her story as the frame: God-focused, Repentant, Earnest, Adoring, and Tenacious. He draws a sharp contrast between this woman and the disciples who had witnessed miracle after miracle and still struggled to trust. The sermon calls both believer and unbeliever to consider what it actually means to come to Jesus, not for what He can give, but in repentance, humility, and desperate need. Sermon Notes June 7, 2026 Elder Omar Edwards Presented by McGregor Podcast 2026 Visit Our Website at McGregorPodcast.com There's a place for you here. Plan your first Sunday at mcgregor.net/plan-a-visit

In this 100th episode of Swimming with Alligators, Earnest and Alexa dive into how emerging managers and VCs can truly differentiate in a world where everyone shows the same logos and track records. They unpack why LPs increasingly care about who actually sourced and led deals, why personal differentiation matters more than over-explaining strategy, and how consumer investing is quietly coming back into favor. They explore the limits of “AI strategies” that are more theater than edge, the shifting career paths for 30–40-something VCs, and whether the popular barbell approach to venture (tiny funds + megafunds) still fits a rapidly changing market. They also discuss how diligence is evolving, why moats now look more like trust, data, and distribution than pure tech, and what a wave of large IPOs could mean for angels, new funds, and early-stage competition. Highlights from this week's conversation include: Celebrating 100 Episodes and DDQ Format (0:33)   Differentiation in Fund Decks and Shared Logo Problem (2:12) Why Sourced vs Led Matters and Back-Channel Relationships (3:56) Overemphasis on Strategy vs True Differentiation and Team Cohesion (6:25) Pressure to Go Public, Headaches of Being Public, and Lawsuit Risk (10:14) OpenAI, Anthropic, SpaceX, and Logic of If They Do It, We Have to Do It (12:26) Enterprise VCs Moving into Consumer and Founders Rethinking Moats (14:11) Distribution, Brand, Trust, and Proprietary Data as Defensible Moats (16:25) Google, Personal Data, and Unseen Costs of Using LLMs (18:15) LPs Asking About AI Strategy and Congruent Use of AI Tools (20:44) Start ,Bench, Cut, Trade, and Suspend for 30s and 40s VCs (24:46) Allocators Following a Barbell Approach and Conventional Wisdom (27:11) LPs Diligencing Firm Strategy, Hiring, and Seed Creep at Large Funds (34:56) Audience Q&A Segment Introduction and Contact Information (37:13) Tinkering, Experimenting with Workflows, and Evaluating AI Tool Impact (39:07) Durability of Business Models, Trust, Distribution, and Manufactured Momentum (41:02) Post-IPO Talent Leaving, Mafias, and Angel-Backed New Founders (44:11) Closing Reflections on 100 Episodes and Looking Ahead to the Future (46:24) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week I'm talking to Anita Stewart about her UFO experiences. Anita first saw UFOs at an early age and in the 1980's had an abduction experience that changed her life. Bio Anita is a retired registered nurse and has been gifted to work in healing her whole life. Earnest tending to those injured was first experienced through her compassionate, gentle care of animals as a child. She went on to earn her nursing degree, with high level hospital nursing as her career for 40 years. Her own debilitating injury initiated a series of events that naturally led her to expand her abilities to help others, physically, emotionally and spiritually—not through her own knowledge and power, but through surrender to a power greater than her own. Energy healing, at times and for some, is unexplainable in words, but seen in the transformed lives of those through whom Anita provides her specialized care. A holistic approach expertise utilizes hands-on energy alignment. Naturally intuitive, she identifies areas in need of work and guides patients through a journey of deep self-discovery. Her goals are to bridge Energy Medicine into mainstream medicine as a complimentary approach to holism. One patient said, “You were the only person caring for my husband that did not cause him pain when you touched him.” She was referring to Healing Touch. https://bridgesoftheheart.com/ https://www.pastliveshypnosis.co.uk/ https://www.patreon.com/alienufopodcast https://simonbown.com/ My new book, Aspects of Alien Abduction https://www.amazon.com/dp/B0GRRPCT9Y Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on Swimming with Allocators, Earnest and Alexa welcome Mike Kakenmaster, Director of Investments at Loyola University Chicago, to discuss how a small endowment builds and scales a modern private capital and venture program. Mike shares his journey from hedge funds and a family office to Loyola, explaining how being a generalist across asset classes (hedge funds, buyout, credit, venture) helps him see risks, opportunities, and market cycles more clearly. The conversation covers the shift of LP attention between private markets and hedge funds, how Loyola doubled its private capital allocation, and why they moved deliberately into venture instead of rushing into brand-name funds. Mike also explains why early-stage track records can be misleading, how he evaluates managers (portfolio construction, reserves, access, networks, and founder/company quality), and why smaller and emerging managers can be especially compelling. Also, Chuck Daly of Sidley focuses on how first-time fund managers should thoughtfully build their operational and governance infrastructure, especially around disclosures and conflicts of interest, so they can run a real business, protect LPs, and clearly communicate how they'll handle inevitable issues. Highlights from this week's conversation include: From Hedge Funds And Family Office To Loyola Investment Office (0:30) What Keeps Mike Interested in Allocating and Fund Investments (3:14) Advantages of Being a Generalist Across Multiple Asset Classes (5:42) Shift of Capital Between Private Markets and Hedge Funds (10:30) Growing Loyola's Private Capital Allocation and Building from Scratch (13:22) Early Days Entering Venture During a Hot Fundraising Environment (16:51) Operational Infrastructure, Disclosures, and Conflicts Framework for GPs (19:20) Governance Framework and Handling Unforeseen Conflicts of Interest (22:40) Avoiding Overreliance on Early Venture Track Records and Marks (27:53) Evaluating Reserves, Follow-On Decisions, and Portfolio Construction (32:14) Loyola's Venture Strategy, Emerging Managers, and Fund Size Sweet Spot (34:34) Advantages of Partnering with Smaller Endowments for GPs (39:16) Advice to Smaller Endowments Starting a Venture Program (43:20) Final Thoughts and Takeaways (46:21) Founded in 1870, Loyola University Chicago is one of the nation's largest Jesuit, Catholic universities, with nearly 17,000 students. The University has four campuses: three in the greater Chicago area and one in Rome, Italy, as well as course locations at our Retreat and Ecology Campus in Woodstock, Illinois. The University features 13 schools and colleges, including the Quinlan School of Business, Marcella Niehoff School of Nursing, Stritch School of Medicine, Parkinson School of Health Sciences and Public Health, Arrupe College, College of Arts and Sciences, School of Communication, School of Continuing and Professional Studies, School of Education, School of Environmental Sustainability, School of Law, School of Social Work, and Graduate School. Consistently ranked a top national university by U.S. News & World Report, Loyola is also among a select group of universities recognized for community service and engagement by prestigious national organizations like the Carnegie Foundation and the Corporation for National and Community Service. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Swimming with Allocators, growth-investor-turned-LP Yuri Lee (TMRS) joins Earnest and Alexa and explains how her global upbringing and love of technology shaped her investing philosophy and belief that talent can come from anywhere. She walks through TMRS's $3B and growing venture/growth mandate, how they split exposure between early-stage and multi-stage funds, and why they are building an aggressive 50/50 funds and co-investment program. Yuri shares what she looks for in emerging managers in clear, differentiated edge in sourcing, picking, or winning; true product–market fit between a manager's edge and fund strategy; and non-consensus, outlier ideas. Throughout, she offers candid advice on how GPs can better pitch institutional LPs, why most decks sound the same, and what it really takes to stand out in a consensus-heavy, AI-dominated market. Also, Chuck Daly of Sidley talks about how emerging VC managers should think proactively about compliance, conflicts of interest, disclosure, and performance/marketing practices under (and aligned with) the Advisers Act and SEC's marketing rule principles. Highlights from this week's conversation include: How a Global Upbringing Shapes an Investor's Worldview (0:13) Consumer Investing and Game Development Experience (2:22) Market Cycles in SaaS and Consumer Narratives (4:19) TMRS Mandate and Building a New Venture Program (6:16) Early Stage Managers and Differentiated, Non-Consensus Portfolios (9:20) What Matters Most at Early Stage vs Growth Stage (12:08) What LPs Really Want to Hear About: Companies and Decisions (14:11) How Pensions and Institutional LPs Run Diligence (17:04) Managing Portfolio Company Synergies and Conflicts (23:56) Marketing Rule Principles, Performance, and Case Studies (26:21) Why TMRS Uses Co-Invests and Target Mix With Funds (30:15) Barbell Approach: Early Stage Funds and Later Stage Co Invests (32:02) Information Gaps for LPs vs GPs and Founder Access (35:55) Consensus Rounds, Party Rounds, and Manager Profiles (38:56) Role of Non-Consensus Managers and Unique Edges (42:09) Rethinking AI Thesis and Value Capture by Model Labs (43:22) Advice For GPs Moving to LP Roles and Building Empathy (45:20) Final Thoughts and Takeaways (47:18) The Texas Municipal Retirement System is a $48+ billion public pension plan serving employees of participating Texas cities. TMRS invests across a diversified portfolio including public equities, fixed income, real assets, and private equity, with venture and growth investments forming an important component of its private markets strategy. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Season 1 of Acts took place in Jerusalem and as we step into season 2 we are moving to Judea and Samaria. It took persecution to move the Christians from the comfort of Jerusalem to their calling to reach the ends of the earth but God will use it in His power.___While much of the ministry of the early church was moving forward with the only opposition being from the religious jealousy of the Jews, things change in this passage. Famine, James is murdered by the Roman government, & Peter is arrested. How do the Christians respond to this wave of tribulation? Earnest prayer.

What is your envy telling you?

What Earnest Walker does behind the wheel each week is important, there is no doubt. But what he does off the road rises to another level. That's because Mr. Walker is the kind of person who makes an impact on people through many different channels. As a musician and Senior minister at his local church, Pastor Walker leads and inspires a whole congregation. As a certified mechanic, Handyman Walker is everyone's best friend when their cars break down. He wears all of these hats at home and on the road, and is a powerful force for good in the lives of people across the country. It's hard to overstate the importance of being Earnest on today's episode of the #SixFigureTrucker. Show Notes: Country boy at heart (0:58) Ministry on and off the Road (1:36) The man is also a Musician! (4:21) An ASE-Certified Mechanic (6:46) Closing thoughts from Earnest and John (11:19) Keep Trucking, Earnest! The Six-Figure Trucker is a weekly podcast about driveaway trucking brought to you by Norton Transport. For more information or to subscribe, please visit Six-FigureTrucker.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on Swimming with Allocators, Erik Balck Sørensen joins Earnest and Alexa to share his journey from serial founder in an almost non-existent Danish startup scene to CIO of Denmark's Export and Investment Fund, a sovereign platform backing innovation at scale. Erik explains how Denmark went from having no venture funds or ecosystem infrastructure to becoming a global player in biotech, green tech, and deep tech, and why “giving back” and tight founder communities were crucial to that evolution. He breaks down what it really means to run a sovereign wealth fund with a dual mandate, balancing financial returns for taxpayers with societal impact, and how political momentum, past missteps, and investment discipline shape their strategy. Erik also details Denmark's 2030 plan: moving faster, professionalizing as an LP and direct investor, and doubling or tripling down on stronghold verticals like life sciences, selected green technologies, quantum computing, and European growth-stage capital. Additionally, Chuck Daly explains how evolving market dynamics, LP demands, and longer-dated, more complex venture products are reshaping the regulatory landscape for VC managers, driving greater scrutiny on valuation, fund structures, and exemptions, and highlighting the value of Sidley's deep, shared institutional expertise for GPs navigating this shift. Highlights from this week's conversation include: Erik's Journey From Founder to Sovereign Wealth CIO (0:13) Community Building and Giving Back Culture (5:26)   Corporates, Biotech, Green Tech, and Deep Tech (8:17)   What Denmark's Export and Investment Fund Is (9:39)   Balancing Political Momentum, Purpose, and Profit (12:52)   Small Country Strategy and Global Fund Partnerships (15:51)   2030 Strategy to Move Faster and Smarter (19:42)   Priority Verticals: Biotech, Quantum, Green Tech, Growth (32:08)   Misconceptions About the Fund and New Operating Style (36:58)   Infrastructure Bets: AI Supercomputer and Quantum Facility (40:48)   Technological Sovereignty and Europe's Tech Dependence (44:14)   Defense Technology Catch-Up with US Partners (48:47)   Optimism From Founders and How to Contact Erik (51:01)   Denmark´s Export and Investment Fund is a new, state-owned fund which proves a single point of contact to all Danish companies in need of state financed risk capital. We cover both the entrepreneur, small and medium-sized companies who need capital to unfold their full potential, and export companies who wish to conquer new or emerging markets. We can guide you all the way, from the company´s tentative beginnings through substantial growth to entry into the global markets with export guarantees and stock market listings, because our mission is to help to grow the Danish economy and green the globe. http://www.eifo.dk Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Contending In Chaos Pt. 45/10 Sunday SermonSermon Text: Jude 1:20-23

Our guest today is a 14-year Class A driver with multiple certifications (CNG, manual, right-hand drive, specialty, etc) and some Class A stats. He currently boasts a 100% check-in rate, 90% completion, 79% on-time for the year, and 100% on-time in April. Earnest Walker is his name, and on today's episode, he shares the strategies and tactics he's learned over many years and through different vantage points in the world of trucking. Once an owner-operator, Earnest tested the waters of driveaway trucking after a breakdown. After experiencing driveaway with Norton and the money he could make, he left owner-operating for good. Now, after 16 months in singles, he is prepared to make another transition to the world of decking. As John will say, he's what you call “a complete driver” who has seen it all and can do it all. Go behind the wheel with Earnest Walker on today's edition of the #SixFigureTrucker. Show Notes: Welcoming Earnest Walker to the Show! (0:50) Class A stats! (2:29) Background, Qualifications, and journey to Driveaway Trucking (5:19) Relationship with Dispatchers (11:47) A Wild and Windy Story from the Road (12:55) Teasing next week's continued conversation (14:46) Keep Trucking, Earnest! The Six-Figure Trucker is a weekly podcast about driveaway trucking brought to you by Norton Transport. For more information or to subscribe, please visit Six-FigureTrucker.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Show Notes Arthur Earnest - LinkedIn Arthur Earnest - Instagram Arthur Earnest - Blog

This week on Swimming with Allocators, Wes Panek joins Earnest and Alexa to share his unconventional journey from consulting and international development to venture capital, and ultimately to his current role as an LP at the Astera Institute, a multi-billion-dollar foundation focused on deep tech and frontier science. Wes explains how his family background shaped his desire to make markets work for everyone, what he learned evaluating hundreds of emerging managers at Screen Door, and why he believes there is no single playbook for success in venture. He breaks down how and why Astera is adding fund investing alongside grants and research, the structural advantages of foundations backing deep tech funds, and the gaps he sees in LP coverage of technical managers. Wes also offers practical lessons on building a new fund-of-funds program from scratch, including the importance of deploying capital sooner, being highly selective with time, and leveraging flexibility without losing discipline. For LPs and GPs interested in deep tech, he shares advice on underwriting technical strategies without a PhD, the rare “unicorn” profile of ideal managers, and concrete qualifiers for funds that might be a fit for Astera's capital. Additionally, Chuck Daly of Sidley explains how today's SEC and global regulators are refocusing on core anti-fraud, valuation, conflicts of interest, and disclosure principles for venture managers, with growing state and international scrutiny—especially around process, governance, and ESG — outside the US. Highlights from this week's conversation include: Wes's Journey From Consulting to International Development and Venture (0:35)   Learning GP–LP Dynamics and Two Customers in Venture (3:55)   Mission of Astera Institute and Focus on Frontier Tech (5:54)   Adding Fund Investing and Deep Tech Focus at Astera (7:19)   Designing Astera's Deep Tech Fund Strategy as an Experiment (11:05)   Regulatory Priorities for VC Managers: Communication and Anti Fraud (15:45)   SEC Expectations on Valuation Process and Consistency (20:21)   Global Regulatory Trends and ESG Focus for Venture (23:20)   Foundation vs Fund of Funds: Flexibility, Risk, and Time Horizon (28:36)   How Astera Underwrites Deep Tech Funds and Direct Investments (29:09)   Do LPs Need To Be Technical and How To Skill Up (34:43)   Ideal Traits of Deep Tech GPs and Wes's Bias Toward Technical Founders (39:52)   Fund Parameters Wes Backs: Size, Stage, and Themes (43:20)   Astera Institute is a philanthropic organization dedicated to advancing frontier science and technology for the benefit of humanity. The Institute supports in-house scientific research, grantmaking, direct investments, and fund investing to accelerate progress in areas such as artificial intelligence, neuroscience, energy, and other deep-tech domains. Learn more at asterainstitute.org.   Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Too many people today let go of their expectations and hopes far too easily. But the apostle Paul said, "According to my earnest expectation and hope... in nothing I shall be ashamed." Even in prison, he held fast to his confident expectation that God would see him through.  In this message from his Philippians series called "Living with Earnest Expectation," Pastor Bayless shares how, when we pray, God sends a supply of the Holy Spirit to help us. You'll discover that in every circumstance, you can live with confidence and earnest expectation of God's deliverance. Listen and be encouraged to lift up your head, knowing you're secure in Christ, no matter what!

This week on Swimming with Allocators, Earnest and Alexa chat with Regina Green as she shares her journey from growing up as “the different one” in Georgia to spending 17 years at Goldman Sachs and leading the Launch With GS initiative focused on channeling capital to underrepresented founders and fund managers. She explains how that experience led her to Catalyze, where she now supports “capital entrepreneurs” through a GP fellowship and the GP Runway Fund, providing working capital loans to emerging managers building institutional-quality firms. Key takeaways include the importance of context and empathy in investing, why diversity strategies must start early in the capital stack, how GPs should think about firm-building beyond deal-making, and why Regina is optimistic about the rise of innovative capital products and more inclusive asset management over the next three to five years. Also, Michael Podolny of Sidley explores how secondary and tender offer markets have evolved into a standard part of late-stage private companies' path to IPOs, highlighting who's buying these shares, how deals are structured, and the legal/structural pitfalls GPs and companies need to navigate. Highlights from this week's conversation include: Identity, Perspective, and Being Different In Predominantly White Institutions (0:21) Southern Upbringing, Magnet Schools, and Becoming a Listener (3:04) Launch with GS and Diversity in Venture (4:09) Rethinking Institutional Diversity Programs in 2020 (9:44) Equipping New Managers and Filling Early Stage Capital Gaps (12:32) Catalyze, Capital Entrepreneurs, and Innovative Capital Products (16:02) Firm Infrastructure, Service Providers, and GP Working Capital (19:07) Strategic Investors and Secondary Only Funds In Growth Stage Deals (24:29) Blended Valuations Across Primary and Secondary Rounds (27:36) Staying High Touch with Capital Entrepreneurs at Catalyze (29:09) GP Stakes Versus Non-Dilutive Working Capital Loans (31:55) How LPs View GP Stakes and GP Loans (35:50) Treating LP Outreach Like a Sales Process (39:06) Signals of Enduring Firms and Long-Term Orientation (42:00) Innovative Capital, Wealth Building, and Future Optimism (45:40) Catalyze is a national platform that provides Capital Entrepreneurs with the capital and support they need to build enduring firms. Catalyze also operates capital solutions including the GP Runway Fund, extending flexible working capital loans to underrepresented and innovative investors raising funds one through three. https://catalyze.community/ Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

How many people didn't know the Blues played last night? Do the math. Icehouse Electric Blue. Marching powder and linen suits. Tape worms. Shane Lowry talking about how this could be the toughest Masters in years. Hangin' With Mr. Cooper. Can't life the food. Where's the McGreevy golf update?A Dutch DJ and the Cardinals new victory anthem. Moonlght. Doug doesn't know the Dodgers victory song. Why don't you two kiss? Workshopping a new anthem. Maybe a slow down doo wop. A Turbo Hoosier Orchestra. Best guitar solos of all time. The Blue Cap movement has made it to the Sound Off section. TWIB Notes.Tony Finau, where he be now? Chris Vernon. Can't afford sprinklers at Augusta. How long is a Chairman's reign? Need to see something out of Dustin May. Colin Firth. Jackson hates Best Picture winners. Brokeback Mountain. Martin craps on Jackson's favorite movie all time.Joined by Blues analyst, Joey Vitale. Joey's not here to talk math. Joey hung out with Ray King last night. Kids begging for sticks. Swingers between the benches. Joey love the kids. Turning the page to the draft and the offseason. How do the Blues stay competitive and grow? Joel Hofer the goaltender going forward? How will Binnington take that? Joey's not interested in the Masters. Pink flowers and green grass.Doug's butchering The Masters theme song. Darts in the neck. Drops of the Week. Awww man, I had to come look at the horses. Can you ride a clydesdale? Saltine Vaughn.The Cardinals final broadcast on regional sports TV coming up on Monday. Earnest in Kentucky called in accidentally but he dropped. Busch Stadium II.If your'e at BPV this weekend, please request Navy Caps On The Road. A JeffCo can pick out another JeffCo. Chocolate bunnies. Tim's having trouble losing his wallet. Would you rather lose your wallet or your phone? LIghter pies. Thick of the dough. The Poor Film Student flew in from Burbank to collect his garage door.Wooden shafted golf clubs. Big weekend. Sox are in town. AJ McCarron back at The BattleDome. Doug and Jackson wil try to Full Busch tonight. Roll Call.The Design Aire Heating & Cooling E-Mail of the DayThe Poor Film Student in-studio to collect his prize from Schafer Door Company. Just how poor is he? How did he get started listening to the show? TMA keeping him connected to St. Louis. Trying to break into the film business. Poor Film Student may be replacing Gareth on Movie Boi. Gifting the garage door to his sister. And now he's reading the text inbox.Those giant checks are bringing back memories of The Girl Next Door competitions from 20+ years ago. Some red numbers at Augusta. Apologies to Sung Jae Im. News on The Dotem coming soon.And the winner of the Design Aire Heating & Cooling E-Mail of the Day Is...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(00:00-24:21) Joined by Blues analyst, Joey Vitale. Joey's not here to talk math. Joey hung out with Ray King last night. Kids begging for sticks. Swingers between the benches. Joey love the kids. Turning the page to the draft and the offseason. How do the Blues stay competitive and grow? Joel Hofer the goaltender going forward? How will Binnington take that? Joey's not interested in the Masters. Pink flowers and green grass.(24:29-38:48) Doug's butchering The Masters theme song. Darts in the neck. Drops of the Week. Awww man, I had to come look at the horses. Can you ride a clydesdale? Saltine Vaughn.(38:58-58:59) The Cardinals final broadcast on regional sports TV coming up on Monday. Earnest in Kentucky called in accidentally but he dropped. Busch Stadium II.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pete's got a new project and it's nearly claimed his life already. It involves walls, glass, vans and a great deal of calamity. Before any of that, though, there's a more serious matter to attend to: what defines “European-strength” pornography?Also on today's episode, we've got exploding appendixes and plenty of listener correspondence, including a new potential segment titled “Earnest or Irritating?” Mr Donaldson will decide whether an influencer's output is essentially likable and sincere or jarring and cynical. Get your suggested subjects in.Send us your latest stories, questions and comments here: hello@lukeandpeteshow.com. Hosted on Acast. See acast.com/privacy for more information.

This week on Swimming with Allocators, Earnest and Alexa welcome Charlotte Zhang, Senior Portfolio Manager at Inatai Foundation. Charlotte shares her unconventional path from tech investment banking into LP life, her work at Inatai Foundation, and how she evaluates fund managers across asset classes. She explains Inatai's mission-driven, endowment-style strategy centered on efficiency, innovation, and impact, and how they manage capital for other aligned foundations. She also shares how generalist allocators run thematic research sprints, why they avoid rigid asset class buckets, and how they think about biotech, crossover, and platform value creation. For venture managers, she outlines what LPs look for: real differentiation rooted in an unmet need, some form of specialization, strong networks and early access, and the “four Ps” all anchored in people with integrity and learning agility. Also, don't miss Michael Podolny as he explains how Sidley's emerging companies practice is increasingly busy as AI-driven and globally ambitious startups seek sophisticated, full‑lifecycle legal and tax advice from day one, with a particular focus on planning early to maximize QSBS tax benefits and founder outcomes. Highlights from this week's conversation include: Charlotte's Path From Banking to Allocator (1:12)   Inatai's Mission and Investment Focus On Racial Justice (6:12) Investment Strategy and The “Three I's” (Inefficiency, Innovation, Impact) (7:54) Managing Multiple Asset Classes Wwith Thematic Research (12:23) How Sidley Supports Sophisticated, AI-Driven Startups and QSBS Planning (18:25) What Emerging Managers Get Wrong With Foundations and OCIOs (23:39) Why Specialization and Differentiation Matter in Venture (24:09) Charlotte's Take on Venture Versus NASDAQ and Top-Decile Returns (36:38) Charlotte's Immigrant Background and Empathy or Underdogs (41:19) Inatai Foundation is a 501(c)(4) philanthropy seeking to transform the balance of power to ensure equity and racial justice across Washington state and beyond. The organization is accountable to leaders and organizations building power in racially diverse communities in Washington state and seeks to primarily fund community based organizations led by people of color. With a team based throughout Washington, it works to advance four distinct areas of work: relationship building, policy and advocacy, investment management, and grantmaking. Learn more at www.inatai.org. Inatai Investment Management Company is guided by the belief that successful investing is about more than money. The organization leverages extensive expertise, deep resources, nimble governance structure, and knowledgeable investment managers to generate long-term, sustainable returns for Inatai Foundation and other mission-aligned organizations, using a cost-sharing model. The investment options chosen are determined not just for their potential for growth but for how they support our values and the positive impact they may achieve for the world. Our goal is to become a proactive, community-driven force for change in capital markets and in the investment sector at large. Learn more at www.inatai.partners. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Swimming with Allocators, Earnest and Alexa chat with Anthony Giambrone, Partner at StepStone Group. Anthony shares his unconventional path from gas station manager and nightclub worker to leading a major global venture allocation platform. The conversation covers his break into investment banking, the scaling of GreenSpring into StepStone, and why relationships, EQ, and consistency across vintages matter more than market timing in venture. Key takeaways include the power-law nature of VC returns, how emerging managers and spinouts can stand out with a real edge and long-term relationship-building, why asset quality matters more than discounts in secondaries, and how AI, liquidity pressures, and longer private company lifecycles are reshaping the next decade of venture capital. Also, Rebecca Stuart, an employment-focused partner at Sidley, explains how she helps venture-backed companies navigate complex employment and co‑founder separations, equity and vesting pitfalls, evolving worker classification and pay transparency laws, and the fast-changing regulatory landscape around AI in hiring and employment decisions. Highlights from this week's conversation include: Anthony's Background and Humble Beginnings (0:42) Importance of Empathy and Relationships in Venture (4:16) Applying Greenspring/StepStone Experience to Today's Market (6:15) StepStone Venture Team, AUM, and Global Footprint (8:07) Why You Can't Time Early Stage Venture (9:38) Vintage Volatility and Power Law in Venture Outcomes (11:23) How Founder Ambition Affects GP and Fund Diligence (14:28) Insider Segment: Co‑Founder Divorce (18:04) Using New Investments to Clean Up Equity and IP (21:43) Employees Demanding Human Review in AI‑Driven Processes (25:43) Fund Slot Constraints and LP Down‑Selection (28:33) Advice for New LPs on Capturing Upper Quartile Returns (31:36) Is Top Quartile Performance Still Good Enough? (33:08) Secondaries Strategy and Asset Quality Over Discounts (34:31) Liquidity Pressures, DPI, and GP‑Led Solutions (38:37) StepStone's 10‑Year Lifecycle Partner Vision (40:35) StepStone Group is a global private markets firm focused on providing customized investment solutions and advisory and data services to its clients worldwide. The firm's venture capital and growth equity platform, built on the foundation of Greenspring Associates, manages $25B+ in AUM across primary fund investments, secondaries, and co-investments, as of June 30, 2025. Learn more at www.stepstonegroup.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This month's Project Hail Mary film is being praised as a fresh, thrilling sci-fi take that is wholesome and sincere. As expected, we're seeing more fantastical fans cry out for stories that celebrate the human spirit. Why do we love these stories? And how do different fan trends, even across whole generations, keep swerving between positive portrayals and other stories that may be called “cynical”? Episode sponsors The Star-Blessed by Angie Dickinson Realm Makers 2026 Conference & Expo The Hole-Man by Dan Daetz Above the Circle of Earth by E. Stephen Burnett Mission update New at Lorehaven: new boosted Library search Subscribe free to get updates and join the Lorehaven Guild 1. Optimistic stories celebrate common grace Stephen read the book back soon after its May 4, 2021, release. Don't miss the audiobook read by narrator Ray “Darkseid” Porter. Right from the title, Project Hail Mary honors human will and spirit. Weir publicly eschewed inserting “the message” (leftist politics). It's a deeply humanist story (and not necessarily in a bad way). Brett McCracken from TGC wrote that the film honors biblical virtues and “celebrates friendship, sacrifice, and self-giving love.” Some vote blue. Some red. But everyone loves Grace and Rocky. 2. Cynical stories show sin—and to a fault In response, many fans are freshly condemning cynical stories. These make a show of hopelessness, grimdark, nihilism, despair. But there are fewer of these obvious cynical stories in pop culture. Their problem isn't “show sin at all.” Their problem is lack of virtue. Do note that some popular “optimistic” stories are just posers. They're just as cynical about virtue, yet may offer false “syncerity.” One can almost see the memos. They're trying to have/eat cake. 3. Many great stories rightly reflect both “Realistic” stories aren't always cynical, and “colorful” stories aren't always optimistic; this is defined more by ideas than appearance. Earnest and optimistic stories can be noblebright and nobledark. In fact, Project Hail Mary (book and film) mixes both of these. Even God gets a friendly shoutout—a hint at the morality's origin. Spoiler: Ryland is no hero. He's effectively assaulted. That's dark. But desperate times call for Grace. He becomes a hero. That's light. These stories defeat both forced “syncerity” and cynical tales. Com station Top question for listeners What do you love about Project Hail Mary and optimistic stories? Next on Fantastical Truth Uh-oh. That big new trailer from that big studio just hit for that big fantasy franchise remake/reboot/sequel. It's too big to fail! And then fail it does. They got the cast way wrong. They hired a bad writer. And they're going to ruin everything we loved about the original. What's worse? These big studios don't seem to care. Do they? Or do some big studios have big secret reasons for “improving” fantasy franchises?

Interview with Frederick H. Earnest, President & CEO of Vista GoldOur previous interview: https://www.cruxinvestor.com/posts/vista-gold-corp-nysevgz-39m-oversubscribed-raise-funds-development-push-9478Recording date: 28th March 2026Vista Gold Corp. (NYSE: VGZ) is advancing its Mt Todd Gold project in Australia's Northern Territory with a strategic rightsizing that management believes positions the asset for independent development while addressing a significant market valuation disconnect.The company completed a 2025 feasibility study that reduced the project from 50,000 tons per day to 15,000 tons per day, cutting initial capital requirements by 59% from approximately $1 billion to $425 million. This restructuring targets annual production of 153,000 ounces over the first 15 years of a 30-year mine life, with the company raising its design cutoff grade from 0.35 to 0.5 grams per ton to prioritize higher-quality ore.At a conservative $2,500 per ounce gold price, the feasibility study projects an after-tax NPV of $1.1 billion and a 27.8% IRR, with all-in sustaining costs near $1,500 per ounce. At $3,300 gold, the NPV increases to $2.2 billion with an IRR approaching 45%. With current gold prices around $4,500 per ounce, the project demonstrates substantial leverage to prevailing market conditions.Despite holding 5.2 million ounces of proven and probable reserves and 10.6 million total ounces, Vista Gold trades at a significant discount to peers on enterprise value per ounce metrics. CEO Frederick Ernest attributes this partly to legacy perceptions from the project's 1990s operational history, though he emphasized that past failures stemmed from poor equipment selection rather than fundamental project flaws. Modern HPGR crusher technology is expected to achieve 90% metallurgical recovery versus historical 70% rates, while the frequently cited "hard ore" issue translates to only $50 per ounce in additional energy costs.Near-term catalysts include permitting approvals expected through mid-2027, building an experienced Australian mine development team, and securing project financing through multiple pathways including traditional banks, government infrastructure funding, and potential streaming arrangements. The company closed a $44.85 million financing in March 2026, providing over $50 million in cash to fund development activities.View Vista Gold's company profile: https://www.cruxinvestor.com/companies/vista-gold-corporationSign up for Crux Investor: https://cruxinvestor.com

This week on Swimming with Allocators, it's time for another discuss, debate, and question (DDQ) episode as Earnest and Alexa riff on founders behaving badly and the cultural and governance failures enabling fraud-like behavior, then dive into how enterprises will actually adopt AI and what that means for the future of SaaS and vertical software. They unpack the rise of GP-led secondaries, strip sales, and mounting impatience around liquidity, using recent market data to explain why secondary activity is accelerating. The conversation shifts to Brendan Baker's three-tier venture framework (mega, middle, and small funds), where they debate where innovation, desperation, and real differentiation will come from. They explore whether LPs should back first-time fund managers without a traditional track record, what “track record” should really mean, and why softer skills, pattern recognition, and learning velocity matter. They also discuss treating fundraisers like enterprise B2B sales, how to qualify LPs and build authentic GP–LP relationships, and close with a playful “start, bench, cut” on SpaceX, OpenAI, and Anthropic to frame how they think about pre-IPO AI and space bets. Highlights from this week's conversation include: Prediction: 2026 as the Year of Founders Behaving Badly (1:16) Misuse of Startup Funds and Rise in Legal Issues (1:48) Narrative-Driven Investing and Weak Governance in VC (2:28) Enterprise AI Adoption: Rory O'Driscoll's Five Paths (3:25) Will Big SaaS Survive the “SaaS Apocalypse”? (5:43) LP Liquidity Pressure and GP-Led Secondaries (9:19) Data on Secondary Pricing, Continuation Vehicles, and Strip Sales (12:04) Venture Splitting into Mega, Middle, and Small Funds (15:26) Desperation, Differentiation, and Innovation Across Fund Sizes (17:52) Should LPs Back First-Time Fund Managers Without a Track Record? (21:41) Learning Velocity, Curiosity, Kindness, and Willingness to Schlep (24:49) The Value of Apprenticeship and Seeing Portfolios Over Time (25:50) Game: Start, Bench, Cut – SpaceX, OpenAI, Anthropic (30:16) One Question to Ask a First-Time Fund Manager (34:32) Signs of Strong GP–LP Fit: Informal Contact and Vulnerability (36:48) Closing Remarks and Episode Wrap-Up (37:40) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Swimming with Allocators, Earnest and Alexa welcome Zach Ruchman, Shareholder & Managing Director, Private Investments at HB Wealth. Zach shares how his unconventional path through the Middle East, international development, consulting, and BlackRock has helped shape the way he makes decisions under uncertainty and evaluates managers. He talks about why venture requires comfort with long duration and illiquidity, why fund size defines strategy, and how alignment of incentives between GPs and LPs really works. Zach explains HB Wealth's multi-family office approach to private markets across credit, real estate, private equity, and venture, and stresses that in a crowded VC market, authentic differentiation, deep curiosity, and long-term relationship building still matter more than any tool or trend. Also, Rebecca Stuart of Sidley explains how founders and VCs should think about non‑competes, non‑solicits, and trade secret protection in a multi‑state, remote‑work world, emphasizing practical, enforceable ways to safeguard talent and IP as restrictive covenant law shifts across the U.S. Highlights from this week's conversation include: Zach's Non-Linear Path and LP as the Best Job in Finance (0:31) Investing Into Uncertainty and the Need for 10x Venture Outcomes (2:33) Fund Size as Strategy and How Cost of Capital Shapes Venture Models (4:44) HB Wealth Overview, AUM, and Focus on Private Markets (7:25) How HB Packages Private Offerings for Different Client Profiles (8:35) Incentive Alignment, Fees, and Why Zach Prefers Smaller Managers (11:09) What True GP-LP Partnership Looks Like Beyond Formal Diligence (12:45) Radical Transparency, Learning Velocity, and Updating Investment Priors (15:07) Full Life Cycle Counsel for Venture Backed Companies (17:29) Non Competes, Regulatory Shifts, and Implications for VC Portfolios (19:31) Non-Solicitation Agreements, Remote Teams, and Multi-State Compliance (22:32) Trade Secrets, IP Assignments, and Layered Protection Strategies (24:59) Differentiation in a World with Thousands of Venture Funds (27:07) Authentic Superpowers, Avoiding Generic YC Adjacent Strategies (32:58) Venture as an Essay Test and the Industry's Maverick DNA (35:52) What Drives Quick Passes and Alignment Issues for New Funds (39:18) How LPs Triage Email, Say No, and Capacity Constraints on Commitments (41:24) Advice To High Net Worth Families Entering Venture (44:03) Long Term Optimism About Innovation and Private Markets (45:54) HB Wealth is a national independent wealth management firm providing fiduciary, fee-only investment management and financial planning services. With over $28 billion in assets under management and more than 3,700 client relationships nationwide, HB helps families, executives, and entrepreneurs steward their capital with purpose. Learn more at www.hbwealth.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Earnest without sliding into overwrought emo, Silkworm struck a balance between raw and refined on their fourth album, 1996's Firewater. Like most of their releases, the band turned to Steve Albini to engineer, capturing the live sound of the band crisp and clearly across the nearly hour running time. The band rarely overindulge, leaving those spare moments to the guitarist Andy Cohen, who channels the overdriven chaos of J. Mascis and Neil Young on tracks like "Wet Firecracker" and "Drag the River." The rhythm section, though never flashy, are tight and locked-in, with the bass taking melodic turns to support the sing-speak vocals that waver between understated and explosive. Though the band called Seattle home for the early part of the 1990s, the band eschews any grunge influence for post-punk and indie rock influences that helped separate the band from their homebase peers.   Songs In This Episode Intro - Nerves 19:28 - Quicksand 21:28 - Drag the River 29:06 - Cannibal Cannibal 31:07 - The Lure of Beauty Outro - Don't Make Plans This Friday   Support the podcast, join the DMO UNION at Patreon. Listen to the episode archive at DigMeOutPodcast.com.