Podcasts about EPS

Welcome back to Bringin' It Backwards, the podcast where rising and legendary artists share their real stories and spill the secrets behind their journeys to stardom. In this episode, Adam welcomes back singer-songwriter Cate Turner for an unprecedented fourth appearance—making her the reigning record holder for most visits to the show! Cate first joined us in 2021, and since then, her story has been anything but stagnant. We pick right up where we left off, diving into the whirlwind of the last few years: the release of her two-part EP, the deeply personal aftermath of losing her father, her transition from a major label to full independence, and how all of that shaped her music and identity as an artist. With Cate's signature honesty and humor, she talks about the reality of leaving Atlantic Records—what it means to no longer have the safety net (and, yes, the “Amex-wielding father” label experience), and the freeing but terrifying process of steering her own ship. Cate opens up about finding her confidence as an independent artist, the strategy behind splitting her album into two EPs, and the challenges of writing and releasing music after such a loss. We get into the nitty gritty—how she decided which songs went where, the vulnerable themes in tracks like “I Might,” and why fan connection at live shows means more than any streaming statistic. Cate also shares her no-nonsense advice for aspiring artists: get out of your own head and trust yourself, even when everything feels uncertain. If you're an independent musician, someone who's gone through loss, or just a fan of Cate's refreshingly self-aware songwriting, you won't want to miss this conversation. So, tune in, hear Cate drop some real talk, and let her story inspire your own journey. And as always, be sure to subscribe, follow @BringinBackPOD, and check out the full episode wherever you get your podcasts.

90 Day The Other Way Season 7: Eps 1 – 6 Recap Pack your bags and your best side-eye, because Pooya and Annabel Fidler are back to talk 90 Day Fiancé: The Other Way Season 7! Six episodes in, and the drama's already crossing more borders than the cast. From love stories that defy distance […]

Love Is Blind Season 9 Eps 10-11 Recap Love is Blind is back with a brand new season in Denver, Colorado! Love is Blind hosts Aysha Welch, Mary Kwiatkowski, and Jason Reed are back to cover season 9. A group of singles date in the pods, choose between love triangles, and get engaged before ever laying their eyes on each other. Who will connect? Will everyone be happy when they finally see their fiancé? Listen to find out! Love is Blind is a Netflix reality show where a group of contestants potentially fall in love and get engaged before laying eyes on their partner! This week, Aysha, Mary, and Jason discuss episodes 10-11 of Love is Blind Season 9. Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

90 Day The Other Way Season 7: Eps 1 - 6 Recap Pack your bags and your best side-eye, because Pooya and Annabel Fidler are back to talk 90 Day Fiancé: The Other Way Season 7! Six episodes in, and the drama's already crossing more borders than the cast. From love stories that defy distance (and sometimes logic) to visa meltdowns, awkward family dinners, and cultural shocks galore — Pooya and Annabell break it all down with their signature mix of sharp takes, laughter, and disbelief. Who's thriving, who's barely surviving, and who should've stayed on the plane? Tune in as we catch up on all the messy, heartwarming, and totally chaotic moments 90 Day Fiancé: The Other Way has delivered so far. LISTEN! Hop on the Hot Mess Express and ride out the season by subscribing to the 90 Day Fiance RHAPup feed!WATCH! Watch and subscribe to all RHAP podcasts on YouTubeSUPPORT! Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the 90 Day Podcast Feed:90 Day Podcast Archives Learn more about your ad choices. Visit megaphone.fm/adchoices

The Traitors UK Celebrity Season 1 Eps 3 & 4 Recap Welcome to RHAP's coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. The Traitors is a high-stakes reality competition set in a secluded castle, where contestants must work together to complete challenges and earn a prize pot—while rooting out the secret traitors hidden among them. We Know the Traitors is back and diving straight into the drama of The Celebrity Traitors! Hosts Pooya and Annabel Fidler break down all the action from the episodes 3 and 4. So, grab your cloak and join the roundtable — because when it comes to The Traitors, nobody does betrayal breakdowns better than We Know the Traitors. Never miss all our Traitors US recaps plus recaps from other versions around the world!LISTEN: Subscribe to The Traitors Around the World podcast feedWATCH:  Subscribe to the podcast on YouTubeSUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

This daily market update dives into the relentless push for efficiency and adaptation across the supply chain, beginning with J.B. Hunt's third-quarter earnings beat. The multimodal giant saw an 18% jump in earnings per share (EPS), driven not by demand, but by surgical cost control that included stripping out $20 million in costs in Q3 as part of an efficiency program aiming for annual savings greater than $100 million. We connect this corporate efficiency focus to the road, examining the surprising resilience of owner-operators. Triumph Capital data shows the average factored invoice size for independent owner-operators actually rose by $16 compared to a year ago, contrasting sharply with a $92 decline for large fleets, which is largely attributed to the O/Os' lower fixed costs and flexibility to pivot to niche segments like Amazon power-only moves. This capacity picture may tighten due to legislation like "Connor's Law", a companion bill requiring Commercial Driver's License holders to prove English proficiency sufficient to understand signs, converse with the public, and respond to official inquiries, a measure supported by industry groups like the Owner-Operator Independent Drivers Association. Finally, we explore a fundamental logistical rethink in cross-border e-commerce driven by the abolition of the U.S. de minimis tariff exemption for small-dollar imports, which caused massive shipment backlogs for commercial carriers like UPS due to missing or incomplete documentation. As a response, retailers are seriously considering international postal networks as a compliant and cost-effective alternative, creating an emerging hybrid model utilizing both U.S. warehouses for high-value items and modernized postal channels for low-value goods. We conclude with a provocative signal from California, where Governor Gavin Newsom vetoed SB-34, a bill that would have restricted public funds for port automation projects. Despite fierce union opposition, who called the veto a "betrayal," Newsom argued the bill would hinder port modernization and global competitiveness, confirming that the drive toward technological efficiency continues relentlessly on the West Coast. Learn more about your ad choices. Visit megaphone.fm/adchoices

GEORGE CLOONEY, NOAH WYLE, HELEN HUNT, JON LOVITZ, & MORE!! Friends Full Episode Reaction Watch Along ⁠  / thereelrejects  ⁠ Save & Invest In Your Future Today, visit: ⁠https://www.acorns.com/rejects⁠ FRIENDS Season 1, Eps 1 - 6 REACTION: ⁠   • FRIENDS Season 1, Episodes 1, 2, 3, 4, 5, ...  ⁠ FRIENDS Season 1, Eps 7 - 12 REACTION: ⁠   • FRIENDS Season 1, Episodes 7, 8, 9, 10, 11...  ⁠ Support The Channel By Getting Some REEL REJECTS Apparel! ⁠https://www.rejectnationshop.com/⁠ Aaron & Johnald RETURN to continue the marathon as they give their FRIENDS Reaction, Recap, Commentary, & Review!! Friends is one of the most beloved sitcoms of all time, running from 1994 to 2004 on NBC and becoming a cultural phenomenon that defined a generation. In Episodes 13–18 of Season 1, the comedy, romance, and unforgettable one-liners keep coming as the gang navigates love, friendship, and life in New York City. Highlights include Chandler (Matthew Perry – The Whole Nine Yards, 17 Again) breaking up with his girlfriend Janice yet again, Ross (David Schwimmer – Band of Brothers, Madagascar) dealing with his ex-wife's pregnancy, and Rachel (Jennifer Aniston – The Morning Show, Marley & Me) making big decisions about her future after leaving Barry at the altar. Monica (Courteney Cox – Scream, Cougar Town) continues to struggle with her dating life, Joey (Matt LeBlanc – Episodes, Lost in Space) lands a hilariously awkward acting gig, and Phoebe (Lisa Kudrow – Romy and Michele's High School Reunion, The Comeback) provides quirky songs and wisdom from her guitar at Central Perk. Famous moments from this stretch of episodes include “The One with the Boobies,” Chandler's “Janice laugh” return, Joey's romance gone wrong, and the touching hospital scenes with Ross awaiting the arrival of his child. Aaron Alexander & John Humphrey react to, review, and break down all the comedy, heartfelt moments, and iconic lines that made these episodes instant classics in TV history. Follow Aaron On Instagram: ⁠https://www.instagram.com/therealaaronalexander/?hl=en⁠ Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. ⁠https://creativecommons.org/licenses/...⁠ Support The Channel By Getting Some REEL REJECTS Apparel! ⁠https://www.rejectnationshop.com/⁠ Follow Us On Socials:  Instagram: ⁠https://www.instagram.com/reelrejects/⁠  Tik-Tok: ⁠https://www.tiktok.com/@reelrejects?lang=en⁠ Twitter: ⁠https://x.com/reelrejects⁠ Facebook: ⁠https://www.facebook.com/TheReelRejects/⁠ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. ⁠https://creativecommons.org/licenses/by/4.0/⁠ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. ⁠https://creativecommons.org/licenses/...⁠ POWERED BY @GFUEL Visit⁠ https://gfuel.ly/3wD5Ygo⁠ and use code REJECTNATION for 20% off select tubs!! Head Editor:⁠ https://www.instagram.com/praperhq/?hl=en⁠ Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license.⁠ https://creativecommons.org/licenses/by/4.0/⁠ Ask Us A QUESTION On CAMEO:⁠ https://www.cameo.com/thereelrejects⁠ Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  ⁠https://www.facebook.com/TheReelRejects/⁠ INSTAGRAM: ⁠ https://www.instagram.com/reelrejects/⁠ TWITTER:  ⁠https://twitter.com/thereelrejects⁠ Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  ⁠https://www.instagram.com/thegregalba/⁠ TWITTER:  ⁠https://twitter.com/thegregalba⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thank you to today's Sponsor, Factor!Go to factor.com/otakus50 for 50% off your first order plus free shipping!We hope you enjoy this podcast brought to you by Nick Conner and Danny Motta! We hope to cover all your favorite anime as well as any current noteworthy news! New episodes will be releasing each week, hope to see you at the next one!Danny Motta's Youtube Channel:https://www.youtube.com/@DannyMottaNick aka Nchammer23's Youtube Channel:https://www.youtube.com/@NCHammer23Otakus Anonymous Highlights Page:https://www.youtube.com/@otakusanonymoushighlights1698Become a Patreon and get access to the Discord and livestreams!https://patreon.com/user?u=103227750Buy OtakusAnonymous, NCHammer23, or Danny Motta merch: https://otakusanonymous.net/Edited with love by: Stanktheanimedude0:00 - The Boys Are Cooking Up A Bit6:25 - Danny Is Ditto!18:37 - This Week's Schedule (It's Empty)20:17 - Tougen Anki Is Getting Surpassed??29:27 - Digimon Looks INSANE53:05 - Tougen Anki Is Still Going58:44 - Was Digimon An Awakening?1:04:44 - Finishing Up Tougen Anki1:06:03 - MHA Is Looking Good Still?1:22:54 - Gatchiakuta Is Getting 24 Eps??1:28:03 - This Week's Game!1:40:51 - What Pokemon Would Nick Be?1:47:37 - This Week's Best Boi2:05:34 - This Week's Love Letter!

We're back to discuss the next two episodes in the A-Team Season 4: Episodes 3 & 4!Covered in this Episode:Episode 3 - Where Is The Monster When You Need Him?Episode 4 - Lease With An Option To DieFind our 2023, 2024, and 2025 Summer Series from Episodes 207-211, 240-245, 271-276Find The Airwolf Years from Episodes 96 - 189Find The Knight Rider Years from Episodes 1 - 95-----We'll be back on October 22nd to discuss The A-Team Season 4 Episodes 5-6!  The A-Team: Season 4 is available to rent on Apple TV, and Fandango at Home.  But don't forget to check your local library for physical copies of the show too!-----The A-Team Release ScheduleSeason 4Sep 24, 2025 - Eps 1 & 2Oct 15, 2025 - Eps 3 & 4Oct 22, 2025 - Eps 5 & 6Nov 5, 2025 - Eps 7 & 8Nov 12, 2025 - Eps 9 & 10Nov 26, 2025 - Eps 11 & 12Dec 3, 2025 - Eps 13 & 14Dec 17, 2025 - Eps 15 & 16Dec 24, 2025 - Eps 17 & 18Jan 7, 2026 - Eps 19 & 20Jan 14, 2026 - Eps 21 & 22Jan 28, 2026 - Finale Ep 23Season 5Feb 11, 2026 - Premiere Eps 1–3Feb 25, 2026 - Eps 4 & 5Mar 4, 2026 - Eps 6 & 7Mar 18, 2026 - Eps 8 & 9Mar 25, 2026 - Eps 10 & 11Apr 8, 2026 - Finale Eps 12 & 13Apr 22, 2026 - The A-Team (2010) MovieThe 80's Years Opening & Closing Theme by: Steve Corning, http://thinkfishtank.comThe 80's Years Logo Design by: Luke LarssonFollow us on Facebook: https://www.facebook.com/the80syearsInstagram: @the80syearsThreads: @the80syearsBluesky: @the80syearsTikTok: @the80syearsEmail us: letusblowyourmind@gmail.comCall our Hotline: (207) 835-1954

GEORGE CLOONEY, NOAH WYLE, HELEN HUNT, JON LOVITZ, & MORE!! Friends Full Episode Reaction Watch Along   / thereelrejects   Save & Invest In Your Future Today, visit: https://www.acorns.com/rejects FRIENDS Season 1, Eps 1 - 6 REACTION:    • FRIENDS Season 1, Episodes 1, 2, 3, 4, 5, ...   FRIENDS Season 1, Eps 7 - 12 REACTION:    • FRIENDS Season 1, Episodes 7, 8, 9, 10, 11...   Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Aaron & Johnald RETURN to continue the marathon as they give their FRIENDS Reaction, Recap, Commentary, & Review!! Friends is one of the most beloved sitcoms of all time, running from 1994 to 2004 on NBC and becoming a cultural phenomenon that defined a generation. In Episodes 13–18 of Season 1, the comedy, romance, and unforgettable one-liners keep coming as the gang navigates love, friendship, and life in New York City. Highlights include Chandler (Matthew Perry – The Whole Nine Yards, 17 Again) breaking up with his girlfriend Janice yet again, Ross (David Schwimmer – Band of Brothers, Madagascar) dealing with his ex-wife's pregnancy, and Rachel (Jennifer Aniston – The Morning Show, Marley & Me) making big decisions about her future after leaving Barry at the altar. Monica (Courteney Cox – Scream, Cougar Town) continues to struggle with her dating life, Joey (Matt LeBlanc – Episodes, Lost in Space) lands a hilariously awkward acting gig, and Phoebe (Lisa Kudrow – Romy and Michele's High School Reunion, The Comeback) provides quirky songs and wisdom from her guitar at Central Perk. Famous moments from this stretch of episodes include “The One with the Boobies,” Chandler's “Janice laugh” return, Joey's romance gone wrong, and the touching hospital scenes with Ross awaiting the arrival of his child. Aaron Alexander & John Humphrey react to, review, and break down all the comedy, heartfelt moments, and iconic lines that made these episodes instant classics in TV history. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials:  Instagram: https://www.instagram.com/reelrejects/  Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  https://www.facebook.com/TheReelRejects/ INSTAGRAM:  https://www.instagram.com/reelrejects/ TWITTER:  https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  https://www.instagram.com/thegregalba/ TWITTER:  https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

Love Is Blind Season 9 Eps 7-9 Recap Love is Blind is back with a brand new season in Denver, Colorado! Love is Blind hosts Aysha Welch, Mary Kwiatkowski, and Jason Reed are back to cover season 9. A group of singles date in the pods, choose between love triangles, and get engaged before ever laying their eyes on each other. Who will connect? Will everyone be happy when they finally see their fiancé? Listen to find out! Love is Blind is a Netflix reality show where a group of contestants potentially fall in love and get engaged before laying eyes on their partner! This week, Aysha, Mary, and Jason discuss episodes 7-9 of Love is Blind Season 9. Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on the Trading Justice Podcast, Mark and Matt break down one of the wildest market days in recent memory. A surprise tariff headline sent shock waves through stocks and crypto, creating a historic intraday liquidation. Matt unpacks what happened technically, why Friday's move matters, and how volatility damages trend structures.  Then the focus shifts to earnings season, which kicks off tomorrow. With the market perched near all-time highs and valuations stretched, this quarter's earnings results will play a critical role in setting the tone for the rest of the year. Matt walks through blended EPS mechanics, historical beat patterns, and why 13%+ growth could be the key to unlocking a year-end rally. Finally, Mark and Matt preview the week's five most important earnings reports and play a special Stock It or Drop It: Earnings Edition, making their calls ahead of JPM, ASML, TSM, ALLY, and SLB. - Tariff headline triggers historic intraday liquidation event - How volatility impacts trend structures and trader confidence - Q3 earnings setup: blended EPS, beat rates, valuation backdrop - Top 5 reports to watch this week: JPM, ASML, TSM, ALLY, SLB - Stock It or Drop It: Earnings Edition

The Traitors UK Celebrity Season 1 Eps 1 & 2 Welcome to RHAP's coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. The Traitors is a high-stakes reality competition set in a secluded castle, where contestants must work together to complete challenges and earn a prize pot—while rooting out the secret traitors hidden among them. We Know the Traitors is back and diving straight into the drama of The Celebrity Traitors! Hosts Pooya and Annabel Fidler break down all the action from the first two episodes. So, grab your cloak and join the roundtable — because when it comes to The Traitors, nobody does betrayal breakdowns better than We Know the Traitors. Never miss all our Traitors US recaps plus recaps from other versions around the world!LISTEN: Subscribe to The Traitors Around the World podcast feedWATCH:  Subscribe to the podcast on YouTubeSUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AI Investments and Market Dynamics: OpenAI and AMD's $6 billion deal announcement. NVIDIA's response to the AMD-OpenAI partnership. An analysis of the competitive landscape in the AI chip market.   Cisco's AI Networking Advancements: Hosts cover Cisco's announcement of its Silicon One-based router for AI hyperscaler data centers and discuss Cisco's role in addressing network constraints in AI infrastructure.   Intel's Technology Showcase: Intel's event in Arizona highlighting PC chips, server chips, and 18A process node. A look at the strategic importance of Intel Foundry and its competitive positioning.   Qualcomm's IoT and Physical AI Aspirations: Qualcomm's acquisition of Arduino and its implications for IoT development. Hosts reflect on Qualcomm's strategy in expanding beyond mobile chips.   IBM TechXchange Highlights: IBM shared its focus on orchestration and agents in IBM's AI strategy and highlighted partnerships with Anthropic and other AI companies.   The Flip - AI Bubble Debate: A simulated debate on whether the current AI investment trend is a bubble with an analysis of market valuations, capex trends, and potential risks.   Dell Technologies Analyst Meeting Insights: Hosts talk Dell's increased revenue and EPS forecasts, particularly in the data center segment, plus their strategy shifts in the PC market and enterprise AI adoption.   Oracle's AI Business Economics: A discussion of a recent controversial report on Oracle's AI infrastructure profitability. Analysis of the challenges in accurately assessing AI infrastructure economics.   Industry Updates and Future Events: xAI's $20 billion raise and NVIDIA's investment. Applied Materials' revenue takes a hit due to new export restriction rules. Upcoming tech events and conferences. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

BLACKSEA AUDIO PRESENTS: 2109 BLACK SUN RISING The Prequel Logs, Episode 1: Fair Start In the year 2091 the ASIMOV-1 Deep Space Probe was launched on it's journey to the Alpha Centauri region of the Galaxy. It was the first manned Space flight to another star… We now join Fleet Admiral Veers who is currently going through the court documents pertaining to Captain Dyllan Pike and his crew's historic voyage…. Credits: Script for “2109: Black Sun Rising- The Prequel Logs” written by Mat Weller, based on ideas presented in the upcoming Audio Drama “2109: Black Sun Rising” written by Bill Hollweg. Cast for Eps 1-6: Mat Weller as Dyllan Pike Gwendolyn Jensen Woodard as The Computer Jack Ward as The Ensign Joe Stofko as Fleet Admiral Veers Mark Kalita as the Solar Football League Sportscaster W. Ralph Walters as The Solar Football League Game Day Host Lothar Tuppan as The “Terra” Pitchman John Bell as The Announcer for “Reality T.V. Solar Corp. R.T.S.C.” Amanda Fitzwater as Gillian Gee “Solar Football League Game Day Weather Girl and Model” The Ratings Game Audio Drama Courtesy of P.S. Gifford and BrokenSea Audio Productions James Leeper as Contestant on “The Ratings Game” Bruce Busby as The Host on “The Ratings Game”

It's that time of year again, spooky season!

On today's episode, I talk to musician Julia Kugel. Originally from Belarus, Julia and her family immigrated to Atlanta, GA when she was a child. In 2006, she formed The Coathangers along with Meredith Franco and Stephanie Luke. In the last 19 years, they've released over a dozen albums, EPs and singles, mostly on Suicide Squeeze Records. In addition to The Coathangers, Julia records with her husband as Soft Palms, and on her own, both as White Woods and Julia, Julia. The latest Julia, Julia album, Sugaring a Strawberry, just came out at the start of September, and it is wonderful! This is the website for Beginnings, subscribe on Apple Podcasts, follow me on Twitter. Check out my free philosophy Substack where I write essays every couple months here and my old casiopop band's lost album here! And the comedy podcast I do with my wife Naomi Couples Therapy can be found here! Theme song by the fantastic Savoir Adore! Second theme by the brilliant Mike Pace! Closing theme by the delightful Gregory Brothers! Podcast art by the inimitable Beano Gee!  

Most people think valuations come down to simple formulas: EBITDA multiples, discounted cash flows, and comps. The reality in aerospace and defense is far more complex.  That's the reason so many owners and even investors misunderstand how acquisitions actually work in this industry. The truth is, not every buyer values the same business the same way. A small private buyer focuses on what they can finance. A mid-sized family-owned firm is driven by IRR and payback ratios.  Large public companies move based on stock price and accretion. And private equity? Despite having the cash, they often find themselves at a disadvantage, outbid, or outmaneuvered by buyers who can leverage existing capacity, sales teams, and operating talent. That's also why talent is one of the most overlooked yet critical pieces of any deal. The quality of management, the depth of customer relationships, and even succession planning can add or strip away millions from a sale price. In this episode, sell-side banker Bill Alderman returns for his quarterly M&A check-in. We break down the five buyer mindsets that actually drive valuation, and how management succession becomes the most valuable “intellectual property” in a deal. You'll also learn: The five buyer archetypes, and how each one calculates value differently Why “financeability” sets the floor and “EPS accretion” sets the ceiling The critical role of management teams and succession planning in deal pricing How strategic buyers use capacity, salesforce, and cost absorption to outbid private equity Why valuation isn't just math, it's psychology, timing, and leverage What today's seller-friendly market means for owners looking to exit in the next 12–24 months   Guest Bio William H. Alderman (Bill) is the Founding Partner of Alderman & Company. Bill is an M&A specialist in the middle market of the aerospace and defense industry with over $2 billion in mergers and acquisition-related transactions to his name. Prior to founding Alderman & Company in 2001, Bill worked for 15 years on Wall Street and in the Aerospace & Defense Industry, principally on M&A transactions in the middle market. His employers included BT Securities, Fieldstone, and General Electric. Bill is a Securities Principal registered with the Financial Industry Regulatory Authority (“FINRA”) and has four securities industry licenses (Series 7, 24, 63, and 65). Bill is a commercial pilot and owns and operates a Cirrus SR22. URL Link: https://www.aldermanco.com/ LinkedIn - William Alderman https://www.linkedin.com/in/williamalderman/   About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.    Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

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CHANDLER GETS TRAPPED AT THE BANK!! Friends Full Episode Reaction Watch Along ⁠  / thereelrejects  ⁠ Start your online business with a $1 per-month trial when you visit ⁠https://www.shopify.com/rejects⁠! FRIENDS Season 1, Eps 1 - 6 REACTION: ⁠   • FRIENDS Season 1, Episodes 1, 2, 3, 4, 5, ...  ⁠ Support The Channel By Getting Some REEL REJECTS Apparel! ⁠https://www.rejectnationshop.com/⁠ Back to check out one of the MOST Beloved Sitcoms of ALL TIME, Aaron & John give their FRIENDS Reaction, Recap, Commentary, & Review!! Aaron Alexander & John Humphrey return to revisit Friends — the iconic 1990s NBC sitcom created by David Crane and Marta Kauffman. Following the lives, loves, and hilarious misadventures of six young adults living in Manhattan, the series became a cultural phenomenon and remains one of the most beloved sitcoms of all time. In Episodes 7 through 12 of Season 1, fans are treated to some of the earliest defining moments of the show. Highlights include Ross (David Schwimmer – Band of Brothers, American Crime Story) struggling with his feelings for Rachel, played by Jennifer Aniston (Marley & Me, The Morning Show), and Rachel herself navigating independence after leaving her fiancé. Monica (Courteney Cox – Scream, Cougar Town) faces challenges in her dating life, while Chandler (Matthew Perry – The Whole Nine Yards, The West Wing) provides some of his most sarcastic one-liners. Joey (Matt LeBlanc – Episodes, Top Gear) hilariously pursues his acting career with surprising highs and lows, while Phoebe (Lisa Kudrow – Romy and Michele's High School Reunion, The Comeback) delivers quirky songs and offbeat wisdom. Particularly memorable and highly searched moments include Chandler's awkward encounters, Joey's acting gigs, Ross's ongoing pining for Rachel, and Rachel slowly settling into life with her new group of friends. These episodes showcase the chemistry and comedic timing that cemented Friends as a defining sitcom of its era. Join Aaron & John as they react to and review these episodes, breaking down the comedy, emotional beats, and what made Friends such a timeless favorite. Follow Aaron On Instagram: ⁠https://www.instagram.com/therealaaronalexander/?hl=en⁠ Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. ⁠https://creativecommons.org/licenses/...⁠ Support The Channel By Getting Some REEL REJECTS Apparel! ⁠https://www.rejectnationshop.com/⁠ Follow Us On Socials:  Instagram: ⁠https://www.instagram.com/reelrejects/⁠  Tik-Tok: ⁠https://www.tiktok.com/@reelrejects?lang=en⁠ Twitter: ⁠https://x.com/reelrejects⁠ Facebook: ⁠https://www.facebook.com/TheReelRejects/⁠ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. ⁠https://creativecommons.org/licenses/by/4.0/⁠ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. ⁠https://creativecommons.org/licenses/...⁠ POWERED BY @GFUEL Visit⁠ https://gfuel.ly/3wD5Ygo⁠ and use code REJECTNATION for 20% off select tubs!! Head Editor:⁠ https://www.instagram.com/praperhq/?hl=en⁠ Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license.⁠ https://creativecommons.org/licenses/by/4.0/⁠ Ask Us A QUESTION On CAMEO:⁠ https://www.cameo.com/thereelrejects⁠ Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  ⁠https://www.facebook.com/TheReelRejects/⁠ INSTAGRAM: ⁠ https://www.instagram.com/reelrejects/⁠ TWITTER:  ⁠https://twitter.com/thereelrejects⁠ Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  ⁠https://www.instagram.com/thegregalba/⁠ TWITTER:  ⁠https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

Dell Technologies (DELL) closed as an SPX top performer near its all-time high after capturing bullish attention of analysts. The company recently raised EPS and revenue guidance forecasts. Rick Ducat adds that Dell's exposure to storage gives it an edge, even if its rally still falls vastly short of competitors like Micron (MU). Rick turns to key levels investors should watch in the charts and options activity to see where traders expect the stock price to move.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

CHANDLER GETS TRAPPED AT THE BANK!! Friends Full Episode Reaction Watch Along   / thereelrejects   Start your online business with a $1 per-month trial when you visit https://www.shopify.com/rejects! FRIENDS Season 1, Eps 1 - 6 REACTION:    • FRIENDS Season 1, Episodes 1, 2, 3, 4, 5, ...   Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Back to check out one of the MOST Beloved Sitcoms of ALL TIME, Aaron & John give their FRIENDS Reaction, Recap, Commentary, & Review!! Aaron Alexander & John Humphrey return to revisit Friends — the iconic 1990s NBC sitcom created by David Crane and Marta Kauffman. Following the lives, loves, and hilarious misadventures of six young adults living in Manhattan, the series became a cultural phenomenon and remains one of the most beloved sitcoms of all time. In Episodes 7 through 12 of Season 1, fans are treated to some of the earliest defining moments of the show. Highlights include Ross (David Schwimmer – Band of Brothers, American Crime Story) struggling with his feelings for Rachel, played by Jennifer Aniston (Marley & Me, The Morning Show), and Rachel herself navigating independence after leaving her fiancé. Monica (Courteney Cox – Scream, Cougar Town) faces challenges in her dating life, while Chandler (Matthew Perry – The Whole Nine Yards, The West Wing) provides some of his most sarcastic one-liners. Joey (Matt LeBlanc – Episodes, Top Gear) hilariously pursues his acting career with surprising highs and lows, while Phoebe (Lisa Kudrow – Romy and Michele's High School Reunion, The Comeback) delivers quirky songs and offbeat wisdom. Particularly memorable and highly searched moments include Chandler's awkward encounters, Joey's acting gigs, Ross's ongoing pining for Rachel, and Rachel slowly settling into life with her new group of friends. These episodes showcase the chemistry and comedic timing that cemented Friends as a defining sitcom of its era. Join Aaron & John as they react to and review these episodes, breaking down the comedy, emotional beats, and what made Friends such a timeless favorite. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials:  Instagram: https://www.instagram.com/reelrejects/  Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  https://www.facebook.com/TheReelRejects/ INSTAGRAM:  https://www.instagram.com/reelrejects/ TWITTER:  https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  https://www.instagram.com/thegregalba/ TWITTER:  https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are slightly lower this morning in a quiet session as investors continue to monitor the prolonged government shutdown. While no major talks are underway in Washington, there are early signs Republicans may be open to compromise, particularly around healthcare subsidies. President Trump meets with Canada's Prime Minister today, and a bailout package for U.S. farmers could be announced following China's halt of agricultural purchases. In corporate news, Tesla is expected to unveil a more affordable Model Y, while a fire at a key Ford supplier may impact production. ICE is reportedly in $2 billion talks with prediction platform Polymarket. On the earnings front, Constellation Brands posted results after the bell, and McCormick delivered an EPS beat this morning. Tune in for the latest market movers, analyst meetings, and catalysts shaping the trading day.

Love Is Blind Season 9 Eps 4-6 Recap Love is Blind is back with a brand new season in Denver, Colorado! Love is Blind hosts Aysha Welch, Mary Kwiatkowski, and Jason Reed are back to cover season 9. A group of singles date in the pods, choose between love triangles, and get engaged before ever laying their eyes on each other. Who will connect? Will everyone be happy when they finally see their fiancé? Listen to find out! Love is Blind is a Netflix reality show where a group of contestants potentially fall in love and get engaged before laying eyes on their partner! This week, Aysha, Mary, and Jason discuss episodes 4-6 of Love is Blind Season 9. Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

(Patrons: Enjoy early access to this and all future pods) Ep by Ep reviews of Batman Beyond continue, with S2 Ep 5: "Hidden Agenda." Our villain of the week is the Terminal (the Joker), with with guest/friend of the pod, Spenser, from the "DC Animation with Spenser and Friends" pod series on the "League of Melanated Gentlemen" podcast.

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Love Is Blind Season 9 Eps 1-3 Recap Love is Blind is back with a brand new season in Denver, Colorado! Love is Blind hosts Aysha Welch, Mary Kwiatkowski, and Jason Reed are back to cover season 9. A group of singles date in the pods, choose between love triangles, and get engaged before ever laying their eyes on each other. Who will connect? Will everyone be happy when they finally see their fiancé? Listen to find out! Love is Blind is a Netflix reality show where a group of contestants potentially fall in love and get engaged before laying eyes on their partner! This week, Aysha, Mary, and Jason discuss the first three episodes of Love is Blind Season 9. Welcome back to Love at First Sight feed as Aysha, Ali, and Jason return to break down the first three episodes of Love is Blind Season 9, set in Denver, Colorado. The podcast begins with Anton Yarosh and Ali Iappe, whose quick courtship leaves Jason suspicious, particularly due to Anton's immediate use of the word "baby," which Jason views as a reality-show red flag. Next, the hosts analyze Madison Maidenberg and Joe Ferrucci, discussing how their connection is quickly tested by Madison's eye condition and Joe's aversion to cat hair. They also unpack the high-energy dynamic of Kalybriah Haskin and Edmond Harvey, noting their common ground—including athletic backgrounds and shared experiences with foster care/running a group home—but questioning if Edmond's overwhelming personality will work outside the pods. Major drama arrives with the love squares and triangles. Patrick Suzuki faces insecurity about his Asian ethnicity before being shockingly ghosted by Anna Yuan. Megan Walerius is caught between Jordan Keltner (a loving father with a vasectomy) and Mike Brockway, whom the hosts agree is exhibiting extreme red flags with his cocky behavior and discussions of an "alpha bro tribe." The hosts predict the fallout of the ghosting and the messy triangle, debating whether any "number two" connections can truly last. Be sure to subscribe so you don't miss their coverage of episodes 4 through 6! Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

AJR are a multi-platinum trio of brothers who started busking in NYC in 2005, and have gone on to release 10 records/EPs (mostly independently, with only 1 major label release), rack up 8+ platinum singles (some multi) and 1 platinum record, nominations for Billboard, iHeartRadio, and American Music Awards, and tours selling out places such as Madison Square Garden and the Hollywood Bowl. We talk with Jack and Ryan about vulnerability as strength, being able to laugh at yourself, failing quickly and moving on, staying fresh and agile creatively, connecting on a human granular level, surviving the comment section, and a whole lot more.Get more access and support this show by subscribing to our Patreon, right here.Links:AJREp46 - Mary Chapin CarpenterChris MartinClick here to watch this conversation on YouTube.Social Media:The Other 22 Hours InstagramThe Other 22 Hours TikTokMichaela Anne InstagramAaron Shafer-Haiss InstagramAll music written, performed, and produced by Aaron Shafer-Haiss. Become a subscribing member on our Patreon to gain more inside access including exclusive content, workshops, the chance to have your questions answered by our upcoming guests, and more.

Fire bomber!Intro (0-5) Fall 2025 preview, moving bar (5-28)Retro Review: Macross Plus, Macross 7 Eps 1-15 (28-end)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join the patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/RedLeafRetrocast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter/Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@BowlingJD⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tori Youtube: Anime Top Scholar

Chasta & Huey talked to MEGG about her recent performance at the Vans Warped Tour, her Offspring cover, her pop punk influences, the current state of pop punk, how she comes up with ideas for her music videos, the lost art of EPs, what's new for her, including her upcoming EP. Check out MEGG's website: meggmusic.com Stream MEGG's music on Spotify. Follow MEGG on Instagram. Subscribe to MEGG's YouTube Channel.See omnystudio.com/listener for privacy information.

John is joined by The Favors, a duo composed of producer/singer-songwriter FINNEAS and singer-songwriter Ashe, to discuss how they wrote and recorded the album ‘The Dream'.  FINNEAS is a Grammy Award-winning producer best known for his longtime collaboration with his younger sister, Billie Eilish. As her primary producer, songwriter and touring partner, FINNEAS has played a key role in shaping her sound, earning 10 Grammy Awards along the way. Beyond his work with Eilish, Finneas has established himself as a rising alt-pop artist. Ashe began her career singing demos in Nashville before gaining widespread recognition with her viral single ‘Moral of the Story'. Since then, she has released several acclaimed EPs and three studio albums. Having previously collaborated on a number of projects, FINNEAS and Ashe decided to form The Favors. They released the album ‘The Dream' on 19th September 2025. In this episode, FINNEAS and Ashe sit down with John to discuss their techniques for producing vocals, the essential plug-ins they used to create the album's sound, how ‘The Phantom of the Opera' influenced their lyric-writing, why devoting time to drum production really matters and some simple yet very effective production tips! Tracks discussed: The Little Mess You Made, David's Brother, Moonshine TAPE IT Thanks to our friends at Tape It for supporting the podcast. Visit tape.it/tapenotes or use the promo code TAPENOTES in the app to get 20% off. LANDR  Get 20% off LANDR Distribution and Studio at landr.com/tapenotes MUSIVERSAL Skip the waitlist and get your discount HERE LISTEN to ‘The Dream' here - The Dream by The Favors, FINNEAS, Ashe LINKS TO EVERYTHING TAPE NOTES   linktr.ee/tapenotes  Intro Music - Sunshine Buddy, Laurel Collective - https://lynkify.in/song/sunshine-buddy/YT47TLFI  GEAR MENTIONS Yamaha CP80 Ludwig Superbeat Revelle Snare Earthquaker Devices Delay VOX AC30 Valhalla Room Fabfilter Pro-Q 4 Waves Scheps Omni Native Instruments Guitar Rig Sphere Recording Console Logic Pro Ace Tone TOP-6 Soundtoys Decapitator Earthworks sr314 Liquidsonics Lustrous Plates Soundtoys Echo Boy Jr Lindell API Channel Fender Rhodes Piano Bass mk2 Native Instruments Kontakt The Fiddle Spectrasonics Keyscape Rhodes Piano Bass OUR GEAR https://linktr.ee/tapenotes_ourgear HELP SUPPORT THE SHOW If you'd like to help support the show you can join us on Patreon, where among many things you can access full length videos of most new episodes, ad-free episodes and detailed gear list breakdowns. KEEP UP TO DATE For behind the scenes photos and the latest updates, make sure to follow us on:  Instagram: @tapenotes  YouTube: Tape Notes Podcast Patreon: Tape Notes Twitter: @tapenotes  Facebook: @tapenotespodcast   Discord: Tape Notes To let us know the artists you'd like to hear, Tweet us, slide into our DMs, send us an email or even a letter. We'd love to hear!  Visit our website to join our mailing list: www.tapenotes.co.uk

 Juna N Joey are an exciting sibling duo quickly making their mark in the music scene! We loved chatting with them about their journey—from starting out at School of Rock to building an incredible YouTube following, and now launching a thriving career together. They remind us that being “weird” is actually a strength, and we even get to hear their single “Sip it Slow.” Don't miss out on this talented brother-sister act—they're on fire! Not to mention their cool new venue “Round Hear” opening fall of 2025 in Goodlettsville, TN!  Juna N Joey are a rising brother-sister country duo known for their tight harmonies, viral success, and heartfelt songwriting. They first gained attention through YouTube covers (8.6M views) and a viral TikTok (10M views), which led to two EPs recorded in Nashville and growing national and international acclaim. In addition to writing their own songs and collaboratingwith major songwriters, Juna N Joey have performed at high-profile events and opened for stars like Morgan Wallen, Bailey Zimmerman, and Jason Aldean. Their music videos are on rotation across platforms including CMT, Heartland, and Nickelodeon, and they've built brand partnerships with Wrangler, Hey Dude, Hard Rock, and more.  The duo has toured nationally and internationally, including a solo European tour and a UK run with Twinnie, plus appearances at festivals like Pepsi Gulf Coast Jam and the iHeart WIRK New Country Rib Round Up. Offstage, they are ambassadors for One Tree Planted, run a yearly food drive, and lead an anti-bullying campaign every October. With support from press, fans, and industry insiders alike, Juna N Joey is a duo to watch as they continue to make waves in country music.  Be sure to check them out here:  Website: junanjoey.com  Tik Tok: junanjoey  Instagram: junanjoey  YouTube: Juna n joey  Facebook: JunaNJoey  Threads: junanjoey 

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.For the past month or so we have been pushing back on the “oil glut” narrative and the pervasive oil gloom that has existed really since Liberation Day in early April of this year, which coincided with news of an accelerated unwind of OPEC quota cuts. Another week has gone by. We are now nearly at the end of September and firmly in the post summer, pre-winter “shoulder months” period for refinery runs that in prior periods of weak balances has seen crude soften. At least through the September 24th recording date of this video, crude oil prices are hanging in there around the mid-$60s.This week we check-in on where traditional energy stands in terms of growth and profitability, which are the drivers of absolute and relative equity performance. As we have previously noted, the biggest challenge the sector faces is not unfavorable narratives from leading macro agencies or environmental activists, but a now nearly 2-year period of EPS underperformance and a softening in profitability metrics. Our two key messages this week are (1) we believe we are now much closer to the trough of what we think has been a 2-2.5-year mini-downcycle following peak oil prices seen immediately after the start of the Russia-Ukraine War in 2022. and (2) As a result of where current profitability is and where we think it is headed in coming years, Energy should close the gap between its current discounted 3% market cap weighting in favor of its 5% earnings weighting in the S&P 500.It remains our view that 2020 marked the bottom of a structural downcycle that began in 2008 and that 2025 will ultimately prove to be year 5 of a structurally better period for profitability that we expect to last through at least the end of this decade. We reiterate our long-standing call that the energy sector will return to a market cap weighting in the S&P 500 closer to its historic 8%-10% range.

Not everyone instinctively knows when they've reached the point in life where they're ready for kids. For Nick Hexum, the self-proclaimed “dad” of his band 311, that moment came when he realized his wild days were behind him and he was ready to step into family life as a husband and father. Nearly two decades later, he's a proud dad of three daughters, ages 5 to 16. We caught up with him for a rare in-person conversation during a tour stop in Portsmouth, New Hampshire. Nick opens up about the challenges and rewards of raising kids while touring, the jaw-dropping story of delivering his own daughter during a home birth, how fatherhood reshaped his songwriting, and the powerful influence his own upbringing has had on the way he parents today.Episode 130 of Modern Dadhood finds the guys recording in person, outside, over a frosty fall beverage. The guys chat briefly about finding positivity in a world that can feel particularly dark at present, and why the autumn has a certain exciting energy. They catch up with Nick Hexum, lead singer and songwriter for 311, before a gig promoting his 3 new americana/bluegrass EPs (compiled on a full length album called Phases of Hope and Hollow). Nick candidly shares stories about his family and his career as a touring musician, reflecting on how becoming a dad has impacted his work and put his life into perspective. Topics include:•  Touring as a musician dad: balancing life on the road with being present for important family milestones.•  How becoming a father transformed Nick's creative process, songwriting inspiration, and outlook on life.•  Nick's incredible (and dramatic) story of delivering his daughter at home•  The evolving relationship between Nick's children and music, including their early involvement in creating songs and videos.•  The influence of Nick's own upbringing, especially his positive relationship with his father, on his parenting style.•  Navigating social media, privacy, and the shifting dynamics as his kids grow into their teen years.•  Maintaining a positive worldview amid challenging news cycles, and fostering open, vulnerable communication with his kids.•  And more!LINKSNick Hexum (website)Nick Hexum (Instagram)Nick Hexum (TikTok)311 (official)Caspar BabypantsSpencer AlbeeModern Dadhood (website)AdamFlaherty.tvStuffed Animal (Marc's kids' music)MD (Instagram)MD (Facebook)MD (YouTube)MD (TikTok) #moderndadhood #fatherhood #parenthood #parenting #parentingpodcast #dadding #dadpodcast

En el Perú, la atención en salud funciona como membresías de clubes: CIS, EsSalud, EPS y hasta sistemas para Fuerzas Armadas y Policía. Pero esta fragmentación tiene un precio: citas tardías, medicamentos que no llegan y una calidad de vida desigual para los pacientes. El Dr. Elmer Huerta conversa con el Dr. Alfredo Sobrevilla Ricci, gerente general de la Asociación Peruana de Entidades Prestadoras de Salud, sobre cómo esta división afecta directamente nuestra salud y qué cambios podrían unificar el sistema.

We dive into the candidate responses to Taproot's election survey, which are now available at taproot.vote. Plus, we discuss the new police chief, a mandate letter for the municipal affairs minister, and Nomination Day.Here are the relevant links for this episode:Darren MarklandDarren Markland obituaryVideo featuring Darren MarklandNew police chief10 years later, documents shed new light on EPS steroid scandalEdmonton police chief says force working to fix relationship with prosecutorsMandate letterMunicipal affairs minister told to get more involved in local governments'Back to basics': Alberta to limit municipal property tax increases, eliminate conflictsNomination DayFull list of candidatesBetter Edmonton to 'go dormant' after election: CartmellPACE: Tim Cartmell's party going "dormant" confirms PACE is only party For Edmonton.Taproot SurveyTaproot SurveyTake the survey and match with candidatesRapid fireEdmonton Downtown Business Association announces its new leaderThis episode is brought to you by the Edmonton Community Foundation's The Well Endowed Podcast. Generosity fuels our city. The Well Endowed Podcast explores how philanthropy empowers the people and organizations shaping a stronger Edmonton. Listen NowSpeaking Municipally is produced by Taproot Edmonton, the most reliable source of intelligence about what's happening in the Edmonton region. Through curiosity-driven original stories, tailored and useful newsletters, a comprehensive and innovative events calendar, and thought-provoking podcasts, we inform, connect, and inspire a more vibrant, engaged, and resilient Edmonton region.Sign up to get The Pulse, our weekday news briefing. It's free!Want to reach the smartest, most-engaged people in the Edmonton region? Learn more about advertising with Taproot Edmonton! ★ Support this podcast ★

We believe that EPs are an underrated format to release music and that there are plenty that deserve some attention just as much as any full length album. So we decided to share a list of our all-time favorite "extended plays"! Did we mention any of your favorites?Sign up for My Podcast Reviews today using our link! https://mypodcastreviews.com/?ref=podwoodforecastListen to the show on whatever platform you prefer! Just go to this link: Podwood ForecastCheck out our sosh meeds! https://www.facebook.com/podwoodforecast/https://www.instagram.com/podwoodforecast/Subscribe to Clifford's YouTube channel: https://www.youtube.com/c/ImCliffordToday/Follow Sherwood Forest! https://www.facebook.com/musicofsherwood/https://open.spotify.com/artist/2U9eals0CKSoRQ7UTv0uQl?si=WUZxyR_yTxSL1qRLV1O9Uw

THE JOKER CARD!! Alice in Borderland Full Reaction Watch Along:   / thereelrejects   Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ ALICE IN BORDERLAND Season 1, Episodes 1, 2, & 3 REACTION:    • ALICE IN BORDERLAND Season 1, Eps 1, 2, & ...   The new season is FINALLY out on Netflix, so it's time for Tara & Aaron's Alice in Borderland Season 3 Finale Reaction, Recap, Commentary, Analysis, Breakdown, & Spoiler Review!! Tara Erickson & Aaron Alexander dive into Alice in Borderland Season 3, Episodes 1 & 2 — Netflix's high-stakes Japanese sci-fi thriller returns September 25, 2025, with a darker, more mysterious chapter. In these opening episodes, we see Arisu (Kento Yamazaki — Kingdom, Your Lie in April) and Usagi (Tao Tsuchiya — Orange, Rurouni Kenshin) living in the “real world,” married and trying to move on from the horrors of the Borderland. Their fragile peace is shattered when Usagi vanishes, prompting Arisu to return to Borderland, now haunted by memories and drawn by the mysterious influence of a Joker card that signals the games are not over. We are reintroduced to key faces from the Borderland — Banda (Hayato Isomura) and Yaba (Katsuya Maiguma) — who stayed behind when others escaped. Ann (Ayaka Miyoshi) also returns, her role becoming even more pivotal as Arisu navigates this renewed danger. Highlights and buzz-worthy moments include Arisu's emotional arrival back in the Borderland, glimpses of new game arenas teased in the trailer, and the reappearance of the Joker card — a major symbol that fans have speculated about since the Season 2 finale. Join us as we react to the first two episodes, break down the clues, and speculate where this new chapter might take the characters we've grown to care about. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials:  Instagram: https://www.instagram.com/reelrejects/  Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  https://www.facebook.com/TheReelRejects/ INSTAGRAM:  https://www.instagram.com/reelrejects/ TWITTER:  https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  https://www.instagram.com/thegregalba/ TWITTER:  https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a new season, a new format, and we are fully locked in!  Join us this week for the Season 4 premiere as we discuss the troubled Season 4 production, Chris trying to convince Dave why this episode was fantastic, and so much more!Episode Title: Judgment Day, Parts 1 & 2Original Airdate: September 24th, 1985Find our 2023, 2024, and 2025 Summer Series from Episodes 207-211, 240-245, 271-276Find The Airwolf Years from Episodes 96 - 189Find The Knight Rider Years from Episodes 1 - 95-----We'll be back on October 15th to discuss The A-Team Season 4 Episodes 3-6!  The A-Team: Season 4 is available to rent on Amazon Prime, Apple TV, and Fandango at Home.  But don't forget to check your local library for physical copies of the show too!-----A-Team Season 4 and 5 Release ScheduleThe A-Team Season 4Sept 24th, 2025 — Premiere (Eps 1–2)Oct 15th, 2025 — Bulk 1 (Eps 3–6)Nov 5th, 2025 — Bulk 2 (Eps 7–10)Nov 26th, 2025 — Bulk 3 (Eps 11–14)Dec 17th, 2025 — Bulk 4 (Eps 15–18)Jan 7th, 2026 — Bulk 5 (Eps 19–22)Jan 28th, 2026 — Finale (Ep 23)-----The A-Team Season 5Feb 18th, 2026 — Premiere (Eps 1–3)Mar 11th, 2026 — Bulk 1 (Eps 4–7)Apr 1st, 2026 — Bulk 2 (Eps 8–10)Apr 22th, 2026 — Bulk 3 (Eps 11–12)May 13th, 2026 — Finale (Ep 13)Final Episode - May 27th, 2026 (A-Team Movie)The 80's Years Opening & Closing Theme by: Steve Corning, http://thinkfishtank.comThe 80's Years Logo Design by: Luke LarssonFollow us on Facebook: https://www.facebook.com/the80syearsInstagram: @the80syearsThreads: @the80syearsBluesky: @the80syearsTikTok: @the80syearsEmail us: letusblowyourmind@gmail.comCall our Hotline: (207) 835-1954

Indie-soul band, Jacob on the Moon, recently released their new EP, “The Gemini Club,” and it’s absolutely excellent. Band mastermind, Jake Dineen, joins to talk about the EPs concept and the band’s infectious, unique sound (Nü-yacht?). Keep an eye out for upcoming shows from Jacob on the Moon - this is clearly a band meant to be seen live. Car Con Carne is sponsored by Easy Automation: Looking to transform your home, office, or business into a smart, seamlessly connected space? Easy Automation delivers custom automation solutions tailored to your lifestyle. Whether you’re upgrading your home entertainment, streamlining your office tech, or enhancing the atmosphere in your restaurant or sports bar, they’ve got you covered. Their expert team designs and installs personalized systems—from smart lighting and climate control to audio/video distribution and robust Wi-Fi networks—all managed through an intuitive app on your favorite device. Easy Automation makes technology work for you—effortlessly, reliably, and always with your satisfaction guaranteed. Visit easy-automation.net or call Dan at 630-730-3728 and take control of your environment today! Car Con Carne is also sponsored by Exploding House Printing. Exploding House can help with all of your screen printing, embroidery and other merch needs. They’re a truly local Chicago business, right in the Hermosa neighborhood. And their focus is on small businesses, bands, brands, and everything in between. They’ve worked on products for Meat Wave, Empty Bottle, the Music Box, Dante’s Pizzeria, the Brokedowns, and so many others (check out explodinghouseprinting.com to see the list). Jonathan at Exploding House has been doing screen printing for decades. He knows what he’s doing - besides his technical expertise, he delivers production efficiency and cost awareness to offer boutique print shop quality at much lower, large print shop prices. Check out their work on Instagram at (at)explodinghouse, or go to their website or email info@explodinghouseprinting.com to get a quote!See omnystudio.com/listener for privacy information.

The big things you need to know: • First, weakness in Homebuilders doesn't bode well for the recent outperformance of Small Caps. • Second, we've continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been driven by companies outside of the biggest market cap names. • Third, bulls picked up sharply in the AAII survey last week. • Fourth, our work on US equity market performance in the 12-month period following non-recession-related Fed cuts and reset cuts highlights upside risk to our 2H26 S&P 500 target price of 7,100. • Fifth, capex growth improved in 2Q25. • Sixth, US equity funds flows bounced back last week, driven by US-domiciled funds.

Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including how U.S. equities are transitioning to a new bull market. Read more insights from Morgan Stanley.----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson. Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today we're going to try something a little different. I have my colleague, Andrew Pauker from the U.S. Equity Strategy Team here to discuss some of the client questions and feedback to our views. It's Monday, September 22nd at 11:30am in New York. So, let's get after it. Andrew, we constantly deal with client questions on our views. More recently, the questions have been focused on our view that we've transitioned from a rolling recession to a rolling recovery in a new bull market. Secondarily, it's about the tension between the equity market's need for speed and how fast the Fed will actually cut rates. Finally, why is accelerating inflation potentially good for equities? Where do you want to start? Andrew Pauker: Mike, in my conversations with clients, the main debate seems to be around whether the labor cycle and earnings recession are behind us or in front of us. Walk us through our take here and why we think the rolling recession ended with Liberation Day and that we're now transitioning to an early cycle backdrop. Mike Wilson: So, just to kind of level set, you know, we've had this view that – and starting in 2022 with the payback and the COVID demand. And from the pull forward – that began, what we call, a rolling recession. It started with the technology sector and consumer goods, where the demand was most extreme during the lockdowns. And then of course we've had recessions in housing, manufacturing, and other areas in commodities. Transportation. It's been very anemic growth, if any growth at all, as the economy has been sort of languishing. And what's been strong has been AI CapEx, consumer services, and government. And what we noticed in the first quarter, and we actually called for this almost a year ago. We said now what we need is a government recession as part of the finishing move. And in fact, Doge was the catalyst for that. We highlighted that back in January, but we didn't know exactly how many jobs were lost from Doge's efforts in the first quarter. But we got that data recently. And we saw an extreme spike, and it actually sort of finished the rolling recession. Even AI CapEx had a deceleration starting in the summer of 2024. Something else that we've been highlighting and now we're seeing pockets of weakness even in consumer services. So, we feel like the rolling recession has rolled through effectively the entire economy. In addition to the labor data that now is confirming – that we've had a pretty extreme reduction in jobs, and of course the revisions are furthering that. But what we saw in the private sector is also confirming our suspicions that the rolling recession's over. The number one being earnings revision breath, something we've written about extensively. And we've rarely seen this kind of a V-shaped recovery coming out of Liberation Day, which of course was the final blow to the earnings revisions lower because that made companies very negative and that fed through to earnings revisions. The other things that have happened, of course, is that Doge, you know, did not continue laying people off. And also, we saw the weaker dollar and the AI CapEx cycle bottom in April. And those have also affected kind of a more positive backdrop for earnings growth. And like I said before, this is a very rare occurrence to see this kind of a V-shape recovery and earnings revision breaths. The private economy, in fact, is finally coming out of its earnings recession, which has been in now for three years. Andrew Pauker: And I would just add a couple of other variables as well in terms of evidence that we're seeing the rolling recovery take hold, and that Liberation Day was kind of the punctuation or the culmination of the rolling recession, and we're now transitioning to an early cycle backdrop. So, number one, positive operating leverage is causing our earnings models to inflect sharply higher here. Median stock EPS growth, which had been negative for a lot of the 2022 to 2024 period is now actually turning positive. It's currently positive 6 percent now. The rolling correlation between equity returns and inflation break evens is also now significantly positive. That's classic early cycle. That's something we saw, you know, post COVID, post GFC And then lastly, just in terms of the market internals and kind of what, you know, under the surface, the equity market is telling us. So, the cyclical defensive ratio was down about 50 percent into the April lows. That's now up 50 percent from Liberation Day and is kind of breaking the downtrend that began in April of 2024. So, in addition to the earnings revisions V-shaped recovery that you mentioned, Mike. Those are a couple of other variables as well that are confirming that we're moving towards an early cycle backdrop and that the ruling recovery is commencing. Okay. So, we had the FOMC meeting. As expected the Fed delivered a 25 basis point cut. Mike, what's your read on the meeting as it relates to equities and the reaction function? Mike Wilson: Yeah, I mean this is really what we expected along with the consensus. We didn't have a different view that the Fed would give us 50. They gave us 25, and some people have characterized this as sort of a hawkish cut and very different than what we saw a year ago when the Fed kicked off that part of the rate cutting cycle with 50 basis points because they probably were worried a bit more about the labor market than they were about inflation. But you know, ultimately we think the labor data is going to get worse or the payroll data will prove to be worse because of the delay between the Doge layoffs and when those folks can file for unemployment insurance, which should be in October. And it's that delayed data that will then get the Fed cutting in earnest, which is what's necessary for the full rotation to kind of the lower quality parts of the market. So, while you're right that we've seen cyclicals perform, they haven't performed in the same way that we've seen prior cycles, like in 2020 or [20]08-[20]09, because the Fed hasn't cut. They're very far behind the curve. If you buy into our thesis that, you know, we had a rolling recession, we had an employment cycle, and they should be much more generous here. So that tension between the Fed's delay to get ahead of the curve and the market's need for speed to get there sooner and more deliberately – is where we think that, you know, we have to wait for that to occur to get the full rotation to the lower quality, kind of really cyclical parts of the market. Andrew Pauker: Okay, so let's talk about the back end of the yield curve a little bit and why that's important for stocks. In my dialogue with investors, there's a lot of focus here, just given what happened last fall when the Fed cut at the front end and the back end of the yield curve move higher. How should market participants think about this dynamic? Mike Wilson: Yeah, I mean, I think this is an unknown known, if you will, because we saw this last fall. Where the Fed cut 100 basis points and the back end of the 10-year and 30-year Treasury market sold off. That's the first time we've ever seen that in history, where the Fed cuts that aggressively and the backend moves out. And this is a function of just all the fiscal imbalances and the debt issues that we face. And this is not a new issue. So, I think it remains to be seen if the bond market is going to be comfortable with the Fed not ignoring the 2 percent target – but you know, letting it run hot. As we've said, we think ultimately, they will have to let it run hot and they will, because that's what we need to have a chance at getting out of the debt problem. And so that sort of risk is still out in the future. I have less concern about that more recently because of the way the backend of the bond market has traded. But it's something that we need to keep in the back of our mind. If yields were to go back to 4.50, which is our key level, then that would be a problem as long as we're below, you know, sort of 4.50 and we're well below that now we're close to 4, I don't think this is a problem at all. Andrew Pauker: Yeah. One of the points that our colleague in rate strategy Matt Hornbach has highlighted is that the difference between now and the fourth quarter of last year when we saw that dynamic play out was that, you know, the bond market was very focused on the uncertainty around the fiscal situation. You know, we were going into an election, there was a fair amount of uncertainty around what Trump would do from a fiscal standpoint.And now, that is a known known, you know. We have the One Big Beautiful Bill signed into law. We know what the deficit impact is, so there is more clarity for the bond market on that front. So that is one key difference now versus last fall and why we may not see the same kind of reaction in the rates market. Mike, you brought up, kind of, run it hot, which was the title of our note from a couple of weeks ago. I just wanted to get your take on why some inflation coming back is actually a positive for equities and why actually the deceleration that we've seen in inflation over the last couple years is one reason why earnings for small cap indices, for instance, have deteriorated so much. And so, for in this environment where the Fed is perhaps a bit more tolerant of inflation in 2026, why that's actually a positive for equities. Mike Wilson: This is just an underappreciated sort of factoid that we actually identified back in 2020 and [20]21 as well. That when inflation is accelerating, that's a sign that pricing power is pretty good. And we actually see broader earnings. In fact, the best year for earnings, not just small caps, but the – call it the equal weighted S&P 500 was 2021. And that was the year where obviously inflation was really getting out of control. That was just pure profit for a lot of these businesses. And so – earnings will be better. Our call over the next 12 months is not about multiples or the Fed so much, but that we think earnings are going to end up being better than people expect because (a) we've been through this three-year earnings recession. There's a ton of pent-up demand. Okay? And now inflation is reaccelerating as demand comes back. And that is actually going to fall to the bottom line. So not only is that good for stocks, okay, but it's actually, it's also why the equity risk premium can be lower. Because if you want to hedge that risk of inflation moving higher, well then you should be willing to accept a lower equity risk premium relative to what is actually a pretty good base rate for 10-year yields, close to 2 percent on a real basis. So, you know, that's why the equity risk premium can stay low and why stocks can accrue at a, you know, pretty high PE multiple as these earnings come through better than expected. And one of the reasons is that inflation actually is accelerating in some of these areas where it's been deflationary. Andrew Pauker: Lastly, Mike, you know, you brought this up briefly. I want to address rotations under the surface of the market. We took off our large cap buys a few weeks ago, and as you mentioned, kind of signaled our intention – to get more constructive on small caps later this year in the fourth quarter. Can you specifically kind of walk through the signpost that we're waiting for before pressing the long, small cap trade here? Mike Wilson: Yeah, I mean, we've probably… This is probably one of the areas we've done a really good job of just, you know, staying away from the fray. Meaning that, you know, we've been underweight small caps for really four years, and they've underperformed that entire time. I think the thing that we've been really patient about is just waiting for the Fed to lower rates to a level that's more conducive for these businesses that (a) need to obviously recap themselves, but then the cost of capital is just too high. So that's number one. But , at the end of the day, I mean, that should translate into better earnings revisions and that also has lagged. So, it's a combination of the two. The Fed getting ahead of the curve, which I would define as fed funds at least equal to two-year Treasury yields, but hopefully below two-year Treasury yields. Right now, we're about 60-65 basis points still above two-year yields . And then the second one is this ‘earnings your vision breadth on a relative basis. Small over large. It is trying to turn up now. It's been in a straight downtrend really for the last, you know, four years. And so those two together will affect a more robust relative outperformance. And just to be clear, small caps have done really well since Liberation Day, okay. So, in absolute terms, it's been great. It's just the relative trade has not really worked yet. That's where we're going to leave this conversation. Thanks for speaking with me, Andrew, to explain some of the thinking behind our calls. To our listeners, thanks for tuning in. I hope you found it informative and useful, and let us know what you think by leaving us a review. If you think Thoughts on the Market is worthwhile, tell a friend or colleague to try it out.

El expresidente de nueva EPS, habló sobre los testimonios que lo comprometen con un posible daño de 5 billones de pesos

South Africa's DJ Lag is to gqom what Frankie Knuckles is to house. An early pioneer of the raw, minimal and bass-heavy electronic style since the 2010s, he has gone on to popularise it around the world with a wealth of solo EPs and high-profile collabs. Last year, he dropped his second album, The Rebellion, which ushered in a new era that embraced Afro tech, amapiano, drill and hip-hop, all having previously worked with the likes of Beyoncé and Tyla. He played Dekmantel Festival back in 2022 and now makes an overdue entry into our mix series with a widescreen showcase of his musical world, including some unreleased tracks from himself. It's Afro-centric but roams from silky smooth and deep jams to crisp metallic steppers via warped dub, always with an empowering energy that makes you puff your chest and put your best foot forward.

Welcome back to podcasting, The Weekly Planet podcasting. This week we're talking the return of Gen V with a look at the first three episodes of Season 2. Plus we talk the passing of Robert Redford, potential villains for The Batman Part II, Tron: Ares opening weekend, a Rambo prequel update, the first look at Liam Hemsworth in The Witcher Season 4, a trailer for the Anaconda 2025 reboot and more! Thanks for listeningNew TRON comics bonus book club episode out now!! Plus entire back-catalogue of let's play videos, bonus podcasts, movie commentaries, early access and ad-free episodes all available on https://bigsandwich.coEditor Laurence's new video on DUNKIRK: https://www.youtube.com/watch?v=TZtCohwqkY4PLEASE be aware timecodes may shift up to a few minutes due to inserted ads.00:00 The Start03:27 RIP Robert Redford10:48 The Batman 2 Story "Never Been Done Before"17:38 TRON: Ares Box Office Predictions19:58 Stallone Talks Rambo Prequel24:00 The Witcher S4 with Liam Hemsworth Trailer26:19 Anaconda with Paul Rudd & Jack Black Trailer30:04 Gen V Season 2 (Eps 1 to 3) Review39:22 Gen V Season 2 Spoiler Segment49:30 What We Reading, What We Gonna Read01:01:53 Letters, It's Time For LettersSUBSCRIBE HERE ►► http://goo.gl/pQ39jNJames' Twitter ► http://twitter.com/mrsundaymoviesMaso's Twitter ► http://twitter.com/wikipediabrownPatreon ► https://patreon.com/mrsundaymoviesT-Shirts/Merch ► https://www.teepublic.com/stores/mr-sunday-moviesThe Weekly Planet iTunes ► https://itunes.apple.com/us/podcast/the-weekly-planet/id718158767?mt=2&ign-mpt=uo%3D4The Weekly Planet Direct Download ► https://play.acast.com/s/theweeklyplanetAmazon Affiliate Link ► https://amzn.to/2nc12P4 Hosted on Acast. See acast.com/privacy for more information.

(Patrons: Enjoy early access to this and all future pods) Ep by Ep reviews of Batman Beyond continue, with S2 Ep 4: "Lost Soul." Our villain of the week is the Lost Soul of Robert Vance, with your co-host/Beyond expert, Eli Benson @beyondolgy.

On today's episode, I talk to musicians Peter Berkman and Ary Warnaar of the band Anamanaguchi. In 2004, school chums Peter Berkman and James DeVito would form the chiptunes band Anamanaguchi, and two years later, they released their debut EP Power Supply on the 8bitpeoples label. In 2009, Ary Warnaar and Luke Silas joined the band cementing the line-up that continues to this day. In the last 16 years, the band has released over a dozen albums, EPs, compilations and soundtracks, including the soundtrack to the Scott Pilgrim video game, and their latest album Anyway just came out in August on Polyvinyl, and it's a delight! This is the website for Beginnings, subscribe on Apple Podcasts, follow me on Twitter. Check out my free philosophy Substack where I write essays every couple months here and my old casiopop band's lost album here! And the comedy podcast I do with my wife Naomi Couples Therapy can be found here! Theme song by the fantastic Savoir Adore! Second theme by the brilliant Mike Pace! Closing theme by the delightful Gregory Brothers! Podcast art by the inimitable Beano Gee!  

Opiuo is a genre-bending plethora of auditory and visual masterclasses. Born in 1984 in rural New Zealand, his parents provided the land upon which music festivals were held. This extremely formative growth surrounded by the early incarnations of Aotearoa's electronic music scene exposed him to the celebration of life through self-expression, dance, and giant sound systems. These experiences shaped so much of who he is & what he stands for today. Positivity and movement at the core of the project, his music is an infectious electronic based blend of funk, soul, psychedelia, and booty-shaking bass.  Now calling Australia home, Oscar tours his party-starting music throughout the globe. Having spent more than a decade performing at some of the world's most renowned festivals and venues including Lollapalooza, Glastonbury, and Coachella, as well as selling out Colorado's famous Red Rocks Amphitheatre multiple times, he's performed his music in an unimaginably large array of formats. From self-built Orchestras, to collaborating with symphony choirs, touring his own Opiuo Band, and as an immersive solo audio & visual show, his live creativity is limitless. Taking home the New Zealand Music Award for Best Electronic Album in 2014, his catalogue is vast. Having released 6 full-length albums, 10 EPs, and a myriad of singles and remixes over the last 14 years. In his own words, he is still "just getting started!". Opiuo Links   Mr. Bill Links

Ready to turn the Q4 holiday rush into a semi-passive side hustle? Start with Printables—perfect for beginners—and learn how to ride the seasonal boom. Cody Berman of Gold City Ventures shares the hottest opportunities for 2025 and his top tips for getting started. (He recently launched a scaled a brand new shop in this space, proving that saturation is a myth if you know what to create!