Podcasts about finding value

This episode features Nebraska cattle producer Rylee Blomenkamp, who discusses how her family’s operation manages a diverse mix of cattle, including feeder calves, yearlings, bred cows, open cows, bulls, and other opportunistic purchases. A central theme is the importance of identifying value in different classes of cattle and adapting management strategies to changing market conditions. Rylee explains that their operation succeeds by remaining flexible and taking advantage of opportunities that arise in local auction markets rather than focusing on a single type of livestock. The discussion highlights the role of detailed recordkeeping in evaluating profitability across multiple enterprises. Rather than treating the operation as one large business unit, the family tracks expenses, feed costs, and returns for different classes of cattle, allowing them to determine where value is being created and which enterprises are most profitable. Experts emphasize that even cow-calf producers can benefit from separately evaluating replacement heifers, cull cows, and feeder calves to improve decision-making. The group also discusses the importance of keeping cattle separated by age, size, and production purpose to better manage health and nutrition. Different groups require different feeding programs, health protocols, and marketing strategies, making thoughtful organization critical to success. Nutritional management is tailored to each class of cattle, from growing calves to bred cows and finishing animals, helping maximize performance while controlling costs. A key takeaway is that successful producers combine strong records with practical experience, using both data and market awareness to guide decisions. Ultimately, the episode emphasizes that having a plan is important, but maintaining flexibility and adapting to changing conditions is often what creates long-term profitability and sustainability. This episode is sponsored by Ambrook.

Bill Davis of Hennessy Funds talks about the state of the rotation trade and how its affecting his firm's view on growth stocks. He explains why the Hennessy Sustainable ETF (STNC) includes stocks like HP Inc. (HPQ), Charter Communications (CHTR), and Quanta Services (PWR) and related peers see stronger upside in their stock prices. However, Bill sees plenty of upside in the AI chip space and names AMD Inc. (AMD) as a key winner. ======== 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

How long can the current sports card market keep going up, and what could finally bring it back down? In Part 5 of our Sports Cards Live conversation, we look ahead at the next six months and ask whether the hobby's current momentum is sustainable, whether a correction is inevitable, and what could potentially trigger it. Could an MLB work stoppage ripple through the hobby? Could a broader recession force collectors to sell? What happens when the biggest buyers finally reach the limits of their budgets? And could a major grading scandal create an entirely different kind of disruption? Chris McGill breaks down the hobby's "capital ecosystem" and explains why he's watching where new money is coming from, who's spending it, and what happens when that capital stops expanding and begins rotating instead. Then, during the show, breaking news: the controversial restored and reconstructed T206 Honus Wagner closes at Love of the Game for approximately $1.336 million including buyer's premium. Was that a strong result for a dramatically restored Wagner, or an underwhelming one given the attention surrounding the card? From there, the conversation gets heated. Gary Vaynerchuk's recent comments about vintage fictional and non-sports cards bring us into a much larger debate about influence, pumping and market manipulation. If someone with a massive audience talks publicly about a card they believe is undervalued and demand suddenly explodes, is that unhealthy? Josh Adams argues that artificially accelerated price increases can eventually hurt the collectors buying at the top and drive people out of the hobby when prices inevitably fall. Jeremy pushes back. What if the card really WAS overlooked? What if increased exposure simply introduces thousands of collectors to something they didn't previously know existed? And what if those new collectors genuinely fall in love with it? Is that pumping, or is it price discovery? We also discuss collectors owning dozens of copies of the same card, when collecting becomes investing, why some collectors actually WANT prices to come down, and whether there's such a thing as a "natural" increase in a card's value anymore. Featuring Jeremy Lee, Joe Poirot, David Chase, Jeff Hart, Chris McGill and Joshua Adams.

One Equity president Greg Belinfanti discusses the firm's carveout strategy, OEP IX deployment and expectations for a rebound in middle market M&A.

In this episode of the Radical Radiance Podcast, Rebecca George chats with Andrea Fortenberry about her new book, 'Two Minute Timeouts for New Moms,' and shares practical advice and spiritual encouragement for navigating early motherhood's joys and challenges.Keywords:motherhood, new moms, spiritual encouragement, mom guilt, self-care, faith, devotional, parenting tipsTopics:The dual reality of motherhood as both beautiful and exhaustingHow God speaks love and kindness in hard daysThe importance of flexibility and living in the current seasonMom guilt and how to combat it with truth and gracePractical spiritual habits for busy momsThe significance of community and honest conversations in marriageThe impact of comparison and curated images on moms' mental healthLiving out of God's purpose rather than guilt or comparisonThe power of small moments as markers of God's presenceThe importance of self-awareness and embracing your unique journeyChapters00:00 Introduction to Radical Radiance Podcast01:51 Navigating Early Motherhood: The Weary and Wonderful05:59 The Pressure of Perfection: Comparison in Motherhood09:01 Spiritual Grounding in the Chaos of Motherhood11:55 Understanding and Overcoming Mom Guilt15:54 Finding Value in the Unseen Work of MotherhoodSponsors:Christian Standard Bible:If you've ever read the Bible and thought, “I want to understand this more deeply”… this resource is for you. The CSB Christian Theology Handbook is such a beautiful companion for your study—it breaks down big theological concepts into clear, accessible insights with charts, summaries, and visual tools that actually help it stick. It's rooted in Scripture, easy to navigate, and designed to be something you come back to again and again. You can check out the CSB Christian Theology Handbook here.Live Oak Integrative Health:There's this thing that happens in summer where you're supposed to feel good — lighter, freer — but instead you're running on fumes and calling it fine. The mental load doesn't take a vacation. And your body notices. What if that bone-deep tired isn't just life? What if it's data? That's the question Rebecca Belch at Live Oak Integrative Health helps women actually answer so you're not just managing symptoms, you're understanding them. Visit liveoakintegrativehealth.com/radiance for a special listener offer.Links:Speaking: https://www.radicalradiance.live/speaking Creative Business Coaching: https://www.radicalradiance.live/coaching Camp for Creatives: https://www.radicalradiance.live/campforcreatives Listen to Radical Radiance on Apple Podcasts: https://podcasts.apple.com/us/podcast/radical-radiance/id1484726102?uo=4 Listen to Radical Radiance on Spotify: https://open.spotify.com/show/55N56VtU6q33ztgJNw7oTX?si=29648982bc91475f Take the FREE Waiting Personality Quiz: https://www.tryinteract.com/share/quiz/676d5c2884dd1e00159563f6 Take the Why Are You Stuck in Your Calling? Quiz: https://www.tryinteract.com/share/quiz/657326e6544f610014b40b67 Books:You're Not Too Late: Trusting God's Timing in a Hurry-Up World: https://amzn.to/44omO3kDo the Thing: Gospel-Centered Goals, Gumption, and Grace for the Go-Getter Girl: https://amzn.to/43IaFpMBefore Dawn: Knowing God's Presence in the Dark Seasons of Life: https://amzn.to/4pdsZjv 

Cricket betting has become one of the fastest growing betting markets in the world. In Episode 106, I sit down with journalist, author and cricket betting expert Ed Hawkins to explore why more serious bettors are turning their attention to the sport.Drawing on more than 20 years covering cricket and betting markets, Ed explains why bookmakers continue to make pricing mistakes, the betting markets he believes offer the biggest edge, and why understanding pitch conditions is often more important than following recent form.We also discuss the rapid growth of franchise cricket around the world, how the CricStats VIP service identifies value alongside Richard Mann and Paul Krishnamurty, and why discipline remains one of the most underrated skills in profitable betting.If you've read our recent CricStats review in SBC Magazine Issue 166, this conversation provides an excellent opportunity to hear directly from one of the people behind the service. With an SBC membership, you can also save up to £200 on a CricStats subscription, making it an ideal time to explore one of our highest rated cricket betting services.Whether you're an experienced cricket bettor or someone looking to explore a growing market, this episode offers plenty of practical insights into finding value where others aren't looking.KEY TALKING POINTSEd Hawkins' journey from Racing Post journalist to one of cricket betting's most respected analystsWhy cricket continues to offer value despite the explosion in data and analyticsHow bookmakers still make regular pricing mistakes in cricket marketsWhy pitch reports and playing conditions are often the biggest edge for bettorsThe balance between statistics, cricket knowledge and market pricingWhy Top Run Scorer, Player Performance and Sixes markets offer consistent opportunitiesWhy recent form can be overrated in T20 cricket bettingThe importance of discipline and knowing when not to place a betHow the CricStatz VIP team works together to identify value betsWhy the service only quotes realistic, widely available pricesThe rapid growth of franchise cricket and what it means for bettorsWhy some emerging cricket leagues are avoided because of integrity concernsHow Test cricket creates unique opportunities for in play bettingThe future of cricket betting and where Ed believes the biggest opportunities still existSupport The PodcastYou can support the SBC Podcast by visiting our podcast sponsor, Matchbook. Get 150 days commission free via this link: https://welcome.matchbook.com/SBC150Resources & MentionsEd Hawkins on X: https://x.com/cricketbettingCrickStatz: https://telegram.cricstatz.ai/Read our full CricStatz review in SBC Magazine Issue 166SBC members can save up to £200 on a CricStatz subscriptionSmart Betting Club: https://smartbettingclub.com/Key Quotes"The bookmakers do not have the resources to spend enough time on cricket. I think you get plenty of mistakes in cricket prices.""The pitch report is absolutely vital. I wouldn't be betting heavily on a game unless I was convinced I knew what the wicket was like.""Cricket is about failing the majority of the time. The trick is working out when someone is going to hit their sweet spot.""Good form doesn't necessarily exist in T20 cricket.""Cricket never stops. There's almost always another game tomorrow.""The growth of franchise leagues means there are betting opportunities almost every day of the year.""Years ago you could only really bet on match odds or Top Batsman. Now you've got player runs, player performances, wicket markets and total runs.""The money swirling around cricket betting is still absolutely huge." "The Indian betting market is so vast that it props up everything else."

Dominic Nolan, CEO of Aristotle Pacific Capital, discusses the launch of three actively managed ETFs and the firm's approach to credit investing. He explains how bottom-up research and top-down portfolio positioning help uncover relative value opportunities, while short-duration bonds continue to offer attractive yields in the current market environment.======== 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

In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and smaller Canadian companies that may be overlooked by investors. We start with Netflix, which has fallen sharply from its highs and now looks much more reasonably valued than it did during the peak of its run. We discuss the company’s ad-tier opportunity, pricing power, content spending, and how AI could potentially lower production costs over time. We then look at 5N Plus, a Canadian small-cap involved in specialty semiconductors and performance materials used in solar power, medical imaging, defense, advanced electronics and space applications. We also discuss Jamieson Wellness, its international growth opportunity, and the potential takeover interest in the company. Finally, we break down Agnico Eagle, why it stands out among major gold miners, its low all-in sustaining costs, strong balance sheet, free cash flow generation, and why gold miners may be worth another look after their recent pullback. Tickers discussed: NFLX, VNP.TO, JWEL.TO, AEM.TO, FNV.TO, NEM, K.TO, ABX.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

Wins Above Fantasy – Van Burnett (@Van_Verified) Steve Gesuele (@stav8818) break down the rest-of-season strength of schedule landscape, highlighting the best team schedules to exploit for fantasy value and identifying hitters and pitchers worth targeting before the fantasy playoffs. Intro —  0:00 Teams to Target —  3:00 Cleveland Guardians — 15:00 Houston Astros — 21:00 Texas Rangers — 21:30 Tampa Bay Rays — 37:20 Minnesota Twins — 42:38 Kansas City Royals — 48:07 Los Angeles Dodgers — 1:00:00 Athletics — 1:05:12 Detroit Tigers — 1:08:42 Join Our Discord & Support The Show: PL+ | PL Pro - Get 15% off Yearly with code PODCASTProud member of the Pitcher List Fantasy Baseball Podcast Network Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As investors navigate a volatile market shaped by geopolitical uncertainty, host John Bryson welcomes Jeff to discuss what it all means for bond investors. Jeff shares his thoughts on the U.S. economic outlook, examining opportunities along the yield curve, and why fixed income may be increasingly attractive. Here's a snippet of the conversation. 1 What does the current macro environment mean for investors? Jeff: The macro environment is going to be positive for the U.S. economy. Inflation has picked up a little, but growth remains strong. The unemployment rate has remained fairly steady, and overall employment looks better than it did last year. By the end of the year, we're not really going to see much change in interest rates. However, there's going to be a lot of uncertainty, especially on front-end rates. With inflation running a little bit higher, there will be some concern. 2 How should investors think of corporate fundamentals? Jeff: First, fundamentals are very strong. Profit margins remain near peak levels. Interest coverage ratios—the amount a company earns relative to the interest it has to pay—remain high. Secondly, while spreads are tight, yields remain near the highest levels in credit markets in almost 20 years. 3 How can investors approach fixed income going forward? Investors need to look forward rather than backward. Many people remain focused on the experience of 2022 and are staying short, which can expose them to reinvestment risk a few years down the road if cash yields move lower. The second point is to avoid focusing too heavily on short-term market movements. Markets can move around quite a bit. Looking out 12 to 18 months and maintaining an intermediate- to longer-term perspective can help eliminate some of the noise from portfolios.

In this episode, our host, Seng Yeow, discusses the contradiction at the heart of last week's markets: strong TSMC earnings met with a sharp sell-off in semiconductor stocks, even as the S&P 500 broadened with record highs in financials and transports. He examines what this divergence signals about the AI semiconductor trade and the wider economy.We begin with our Hong Kong strategist, Ben Ho, who unpacks the upcoming CXMT IPO on Shanghai's Star Market. He explains why the listing represents both the beginning of China's semiconductor capital market and quite possibly the peak of the current memory cycle, weighing the structural case for China's DRAM ambitions against the classic boom-bust risks of the industry, while also assessing how rising AI inference demand and Moonshot's Kimi K3 model could reshape the memory outlook.Finally, Krishna Guha, our REITs specialist, joins to discuss how Singapore REITs can still create value even as rate cut expectations fade, and where he sees the best balance of yield, growth and valuation across the sector today.

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management. Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm's international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute. Among other things we learned about 25% ROE at 2x Book: Finding Value in Canadian Energy.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital Markets-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

Tim Acker – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

This week we learn that true wisdom values what lasts, embraces both joy and sorrow with humility, and trusts God even when life cannot be fully understood.

Steven E. Orr explains why investors should focus on out-of-favor companies with strong fundamentals, highlighting Microsoft (MSFT) as a potential rebound candidate. He also shares his views on the AI race, sets an ambitious target for GE Aerospace (GE), and identifies Palo Alto Networks (PANW) as a top cybersecurity play amid growing digital security demand.======== 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

#featured #findingvalue #belmontstakes Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

GMO's Warren Chiang outlines opportunities in deep value investing, targeting the cheapest half of already discounted stocks. He explains how GMO's models help avoid value traps by focusing on asset quality and growth across mid- and large-cap names. Chiang also highlights tactical rotation and positions ETFs GMO International Value (GMOI) and GMO U.S. Value (GMOV) as long-term trades on market dislocations.======== 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

Is the AI Stock Market rally over? Elon Musk is turning heads on Wall Street this week as SpaceX prepares the biggest IPO launch in history, but problems are brewing over at Broadcom as AVGO plummets 13%. The shop reviews the big moves of the week alongside possible interest rate raises now that the new nonfarm payroll numbers are out before diving into a few strong earners at VSXY and CRDO, three stocks worth watching at AAOI, LLY, and WOLF, and reviewing SpaceX’s options leading into their astronomic $1.75 trillion evaluation. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 12:00 – Bond Tracking 101: Finding Value in Investments 17:00 – Checking in on Our Grotection Strategy 22:00 – This Week in the Markets 24:45 – Interest Rate Raise? Nonfarm Payroll Triggers Changes 41:00 – Strong Earners – VSXY, CRDO, AGX 45:30 – Three Stocks Worth Watching – AAOI, LLY, WOLF 50:00 – SpaceX Goes Public: IPO Review – SPACEX, CRCL, FIG, CBRS 01:03:40 – AVGO Plummets 13% as Broadcom Shakes The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post ELON’S SECRET WEAPON – SPACEX GOES PUBLIC AS AVGO PLUMMETS | Your Money Podcast Ep. 594 appeared first on Revere Asset Management.

Pat answers questions from the chat and the LegUp Discord, while drafting in the DraftKings Best Ball Millionaire tournament...exclusively by clicking the top recommendation on the Sidekick.FOLLOW:► Pat ➝ https://twitter.com/PatKerraneSign up for the Legendary Upside newsletter (https://www.legendaryupside.com/)► Underdog Rankings: https://www.legendaryupside.com/2026-underdog-best-ball-rankings/► DraftKings Rankings: https://www.legendaryupside.com/2026-draftkings-best-ball-rankings/► Sidekick Dynamic Rankings: https://www.legendaryupside.com/sidekick/► Dynasty Rankings: https://www.legendaryupside.com/2026-dynasty-rankings/Legendary Upside subscribers can use promo code LEGUP for 40% off a Spike Week subscription.

Send us Fan MailDoug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health, where earnings have held up better than feared but multiple contractions and record-low consumer sentiment readings are weighing on valuations, and how currency trends are creating a split picture for global consumer companies. The centerpiece is Doug's Fundamental Focus on Helen of Troy (NASDAQ: HELE), a case study in how deeply discounted stocks with credible restructuring plans can re-rate sharply when operational results begin to confirm the recovery thesis. Doug also walks through several other names in his coverage, including Culp Industries, Bassett Furniture, Miller Knoll, and 800 Flowers, where cost restructuring is advancing, and the gap between sentiment and fundamentals may be closing.

Commercial real estate debt is now one of the market's most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those securities.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, why commercial real estate debt could be overlooked and undervalued. It's Friday, May 29th at 2pm in London. Bond yields have risen this year, and it's attracting strong flows into fixed income markets. The problem is that all of that demand is narrowing the risk premium that one receives. Spreads on U.S. mortgage bonds are richer than 89 percent of observations over the last 20 years. Spreads on the U.S. high yield market, well, they're richer than 96 percent of the time. And spreads on U.S. investment grade, it's 99 percent. We live in a world where the risk premium on most bonds is very low versus history, but there are exceptions. One is debt backed by commercial mortgages or so-called CMBS. Spreads here, notably and unusually, are significantly higher than the long run average. It is a market that we like. Commercial property is largely comprised of lending against office buildings, apartments, retail complexes, and industrial sites like warehouses. The first three have faced major challenges over the last five years. Office values have slumped as investors feared more people working from home. Apartments have suffered from significant supply in building, conceived in a low-rate world as this has come online. And retail has faced long-run concern about the trend of more online shopping. And the rise of interest rates, well, that's loomed over everything. A building, in a lot of ways, is a lot like a bond, promising a dependable stream of rents over time. When an investor can get that stream of cash flows from the bond market, commercial property prices must adjust lower to remain competitive. These challenges are material, but they are also not new. Indeed, investors may recall that fears around commercial property peaked way back in early 2023 following significant rate hikes by the Federal Reserve. Back then, there were widespread fears that commercial property weakness would ricochet back and threaten the banking system. Three years later, those worst fears have not been realized. And while defaults and restructurings have happened, overall commercial property fundamentals are beginning to pick back up. Commercial property transaction volumes increased 27 percent in the U.S. in the first quarter relative to a year prior; and prices are rising, up about 5 percent over the same period. The amount of commercial real estate debt being originated is up about 40 percent over the last year – a sign that lenders are coming back. And the number of commercial deals that are becoming distressed and unable to pay their bills, they just saw their first quarterly decline since all of those problems in early 2023. Part of this recovery in the commercial real estate market may be explained by U.S. growth, which continues to be resilient, and some of it mirrors other cycles. When rates rose and commercial lending markets weakened, the construction of new properties really slowed down. It takes several years to build a building, and so it's only now that the impact of everything that was not built is starting to be felt. With less supply coming online, the value of existing property is better supported, especially relative to the more elevated risk premiums on offer for its debt. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

In this episode, Olivia Guthorn, Managing Director in Oaktree's Opportunities Group, describes a credit market at all-time tights that appears to be looking through potentially significant macro risks, while meaningful dispersion builds underneath, particularly in healthcare IT and software. Olivia outlines Oaktree's cautious, highly selective approach to sectors exposed to AI disruption, focusing on businesses with durable characteristics such as proprietary data, strong customer integration, high switching costs, regulatory moats, and sufficient capital to invest in new technology. For healthcare, she draws a sharp distinction between provider IT and payer IT, with the former expected to be more insulated from AI risk and the latter being more exposed given the resources and incentive large national payers have to insource.Olivia discusses how policy changes including the One Big Beautiful Bill's impact on Medicaid reimbursement, potential ACA subsidy expiration, and a growing focus on fraud, waste, and abuse are driving dispersion across subsectors, with med devices and pharma looking relatively more attractive and Medicaid-exposed services remaining challenged. She also touches upon the growing focus on private credit and how the historical notion that private credit doesn't trade is being tested, with trading activity so far remaining limited and orderly but potentially accelerating if redemption pressures increase. She highlights that the next two to three years should represent a significant opportunity for sector-specialist, bottom-up investors in opportunistic credit like Oaktree.

Today we're back with Field to Front Door

Summary Join Trevor Mountcastle and Tom Kim as they reminisce about the golden age of airlines, sharing personal travel stories, airline history, and insights into how service standards and loyalty programs have evolved over the years. Key Points From This Episode: 00:00 Nostalgia for Continental Airlines 04:21 Gordon Bethune's Impact on Continental 08:27 Memorable Travel Stories with Continental 12:10 Experiences of Upgrades and Amenities 16:00 Comparing Past and Present Airline Experiences 22:15 The In-Flight Experience: A Journey Through Airline Catering 27:44 Nostalgia in Air Travel: The Comfort of Cookies and Warm Nuts 32:21 The Evolution of Airline Culture: From First Class to Economy 38:55 The Changing Landscape of Air Travel: A Reflection on Experiences 43:50 Finding Value in Air Travel: Deals and Discounts in Today's Market 48:48 Exploring Accommodation Options in the Maldives 51:53 Maximizing Resort Time and Transfers 54:09 Flight Connections and Layover Strategies 56:48 Navigating Flight Cancellations and Rebooking 01:00:12 Future Travel Plans and Destinations 01:07:20 Finding Value in Business Class Flights 01:08:44 Planning Efficient Travel Itineraries Resources Continental Airlines - https://en.wikipedia.org/wiki/Continental_Airlines Gordon Bethune - https://en.wikipedia.org/wiki/Gordon_Bethune United Airlines - https://www.united.com Delta Air Lines - https://www.delta.com Qatar Airways - https://www.qatarairways.com Cathay Pacific - https://www.cathaypacific.com Avianca - https://www.avianca.com Star Alliance - https://www.staralliance.com SkyTeam - https://skyteam.com —---------------- Key Topics for Episode Discussion Post: History of Continental Airlines Impact of airline mergers Evolution of in-flight service and amenities Keywords airline history, travel stories, airline service, loyalty programs, Continental Airlines, United Airlines, travel tips

#featured #findingvalue #gofastandwin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Live from the conference floor of Treasury 360° Nordic 2026 in Gothenburg, Sweden! Candid insights and hot takes from 5 treasury and finance leaders, unpacking the rise of real-time and programmable treasury, AI-powered finance teams, next-gen risk management, and much more. Tune in to hear a fast-paced snapshot of how Nordic treasury is evolving into strategic, tech-enabled business partners.

Fluent Fiction - Hungarian: Sibling Revelations: Finding Value Beyond the Shadows Find the full episode transcript, vocabulary words, and more:fluentfiction.com/hu/episode/2026-05-05-07-38-19-hu Story Transcript:Hu: A Balaton partján a tavaszi nap kellemesen sütött az égre.En: On the shore of Balaton, the spring sun pleasantly shone in the sky.Hu: A család épp újra összegyűlt, hogy élvezze a természet szépségét és a közös pillanatokat.En: The family had just gathered again to enjoy the beauty of nature and shared moments together.Hu: Az enyhe szellő virágszirmokat sodort a vízre, ahol kisebb csónakok ringatóztak.En: A gentle breeze carried flower petals onto the water, where small boats rocked.Hu: Árpád és Eszter, a két testvér, megérkeztek a tóhoz.En: Árpád and Eszter, the two siblings, arrived at the lake.Hu: Árpád nézte a tájat, de nem igazán tudott a szépségére figyelni, mert a szívében régen ott lapult a féltékenység.En: Árpád looked at the landscape but couldn't really focus on its beauty because jealousy had long lingered in his heart.Hu: Árpád az idősebb volt, mindig is nagy felelősséget érzett.En: Árpád was the older one, always feeling great responsibility.Hu: Eszter, a fiatalabb húga, mindig is a középpontban állt, mindenki szerette.En: Eszter, his younger sister, was always in the spotlight, loved by everyone.Hu: De Árpád úgy érezte, hogy a család sosem ismerte el igazán az ő érdemeit.En: But Árpád felt that the family never truly recognized his merits.Hu: Most elhatározta, hogy beszélni fog Eszterrel.En: Now he decided to talk to Eszter.Hu: Ahogy sétáltak a parton, Árpád megpróbálta összeszedni a bátorságát.En: As they walked along the shore, Árpád tried to gather his courage.Hu: "Eszter, beszélhetnénk?" – kérdezte halkan, de határozottan.En: "Eszter, could we talk?" he asked softly but firmly.Hu: Eszter ránézett, vidám mosollyal arcán.En: Eszter looked at him with a cheerful smile on her face.Hu: "Persze, Árpád. Mi a gond?"En: "Of course, Árpád. What's the matter?"Hu: Árpád mélyen sóhajtott.En: Árpád sighed deeply.Hu: "Néha úgy érzem, észre sem veszed, hogy mi zajlik bennem.En: "Sometimes I feel like you don't even notice what's going on inside me.Hu: Tudom, hogy te mindig sikeres vagy, de én is próbálok..."En: I know you're always successful, but I'm trying too..."Hu: Eszter megállt, komolyabb arcot vágott.En: Eszter stopped, her expression turning more serious.Hu: "Árpád, soha nem akartam, hogy így érezz.En: "Árpád, I never wanted you to feel that way.Hu: Azért szeretem, hogy itt vagy, mert te vagy a második otthonom."En: I love having you here because you're my second home."Hu: Árpád pislogott.En: Árpád blinked.Hu: Nem számított ilyen őszinteségre.En: He hadn't expected such honesty.Hu: "Tényleg így gondolod?En: "Do you really mean that?Hu: Néha úgy érzem, eltűnök a háttérben."En: Sometimes I feel like I fade into the background."Hu: Eszter megérintette a karját.En: Eszter touched his arm.Hu: "Minden nap csodállak.En: "I admire you every day.Hu: Te vagy az egyetlen, akire mindig támaszkodhatok.En: You're the only one I can always rely on.Hu: Én is szeretném, ha tudnád, hogy nekem fontos vagy."En: I also want you to know that you're important to me."Hu: A szél újra megborzolta a vízfelszínt, és a testvérek csendben nézték a távolba.En: The wind once again ruffled the water's surface, and the siblings silently gazed into the distance.Hu: Árpád rájött, hogy talán eddig félreértette a dolgokat.En: Árpád realized that perhaps he had misunderstood things all along.Hu: Nem Eszter árnyékában élt, hanem a nővéri szeretete mindig ott volt, hogy megvédje.En: He hadn't lived in Eszter's shadow; her sisterly love had always been there to protect him.Hu: "Köszönöm, Eszter.En: "Thank you, Eszter.Hu: Tudom, hogy ez nem egyszerű, de most már jobban érzem magam."En: I know this isn't easy, but I feel better now."Hu: Eszter elmosolyodott és megfogta bátyja kezét.En: Eszter smiled and took her brother's hand.Hu: "Mindig itt leszek neked.En: "I'll always be here for you.Hu: És most menjünk vissza a többiekhez.En: And now, let's go back to the others.Hu: Meghívtak minket egy közös vacsorára."En: We've been invited to a family dinner."Hu: A tó tiszta vizében a nap elcsúszott az égen, és a testvérek lassan visszasétáltak a családhoz.En: In the clear water of the lake, the sun slipped across the sky, and the siblings slowly walked back to the family.Hu: Ahogy közeledtek a nevető hangok felé, Árpád végre szabadnak és fontosnak érezte magát.En: As they approached the sounds of laughter, Árpád finally felt free and important.Hu: Eszterrel való beszélgetésük új irányt adott kapcsolatuknak, és a következő családi összejövetelen már máshogyan fogja látni magát.En: Their conversation had given their relationship a new direction, and at the next family gathering, he would see himself differently.Hu: Most tudta, hogy nem csak a saját bizonytalanságai korlátozták, hanem a saját értékének felismerése is új kaput nyitott előtte.En: Now he knew that it wasn't just his own insecurities holding him back, but recognizing his own value opened a new door for him. Vocabulary Words:shore: partjángathered: összegyűltbreeze: szellőpetals: virágszirmokatrocked: ringatóztaklinger: lapultresponsibility: felelősségetspotlight: középpontbanmerits: érdemeitcourage: bátorságátsoftly: halkanfirmly: határozottansigh: sóhajtottsuccessful: sikeresfade: eltűnökbackground: háttérbenadmire: csodállakrely: támaszkodhatokruffled: megborzoltagazed: néztékmisunderstood: félreértetteshadow: árnyékábanprotect: megvédjedirection: iránytinsecurities: bizonytalanságairecognizing: felismerésevalue: értékénekapproached: közeledteklaughter: nevetőrealized: tudta

This episode explores one of the most important debates in markets today: whether investors are underestimating the risk of higher inflation and overconcentrating in a narrow group of growth stocks.Richard Bernstein of Janus Henderson Investors joins Excess Returns to explain why today's environment may look more like the inflationary 1960s than the 1970s, what that means for portfolios, and why many investors may be disappointed with passive index returns over the next decade.Richard walks through the implications of rising import prices, global conflict, and deglobalization, and how these forces could drive a structural shift toward higher inflation and shorter-duration investing. He also explains why market concentration, AI enthusiasm, and capital flows may be setting up a broadening opportunity across overlooked areas of the market.Follow Rich on Twitter:https://twitter.com/RBAdvisorsCompany Website:https://www.rbadvisors.comWhy investors in S&P 500 index funds may face disappointing long-term returnsThe shift from exporting disinflation to importing inflation through global tradeHow war and geopolitical conflict are influencing inflation expectations and marketsWhy today's environment resembles the 1960s “guns and butter” period more than the 1970sThe case for structurally higher inflation and a potential shift in Fed targetsWhy shorter-duration assets, dividends, and cash flow matter more in inflationary regimesThe risks of overconcentration in AI and mega-cap growth stocksHow capital flows and valuation distortions create opportunities outside the Mag 7The case for international equities and why investors are significantly underweightWhere Bernstein sees the most compelling long-term opportunities across sectors and regions00:00 Intro and why index investors could be disappointed00:01:13 War, inflation, and the impact of rising gasoline prices00:02:40 Importing inflation and the role of global trade dynamics00:03:33 1970s oil shock vs 1960s guns and butter comparison00:05:00 Why today's inflation environment may be less severe than the 1970s00:06:30 Defense spending, tax cuts, and inflation expectations00:08:54 Why Bernstein is taking the “over” on inflation and deficits00:10:00 The case for a higher long-term inflation target00:11:00 Why the Fed may resist changing its 2% inflation target00:12:00 Deglobalization and the rise of global conflict00:14:00 Global inflation dynamics and divergence across countries00:15:21 Why cash and short-duration assets may outperform00:17:00 Asset-liability mismatches and the endowment model stress00:18:23 Market concentration and parallels to the dot-com bubble00:20:00 AI as an economic story vs an investment story00:21:00 Capital flows, valuation excess, and future return expectations00:22:39 Why market broadening opportunities may emerge00:24:19 Passive flows, ETFs, and market distortions00:25:40 Where Bernstein sees sector opportunities today00:27:34 The case for dividends in an inflationary environment00:31:00 Why near-term cash flow matters more than long-term growth00:33:07 Corporate behavior, capital allocation, and rising hurdle rates00:36:02 Profit cycle strength and why the market should broaden00:41:36 Evaluating IPOs and speculative investments00:47:09 The risk of a lost decade for index investors00:50:21 Gold, commodities, and portfolio diversification00:53:48 Most attractive overlooked opportunities today00:58:06 Biggest long-term risks and what keeps Bernstein up at night

In this episode, real estate expert Dave Childers shares his 20+ years of experience in capital markets, acquisition strategies, market insights, and long-term wealth building in multifamily real estate. Discover practical tips on deal analysis, market trends, relationship building, and the importance of experience in successful investing.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In a volatile and often unpredictable market, finding reliable returns is becoming increasingly challenging. This episode explores a defensive, multi-asset approach with SVS RM Defensive Capital manager Dr Niall O'Connor. This fund looks beyond traditional equities and bonds, focusing instead on overlooked, under-researched opportunities. From high-yield bonds and discounted investment trusts to commodities and frontier markets, the interview highlights how diversification is evolving. It also examines why traditional hedges may no longer behave as expected, the risks posed by inflation, and where genuine opportunities still exist. With a strong emphasis on valuation discipline and identifying neglected assets, this episode offers a fresh perspective on building resilience in today's investment landscape.What's covered in this episode: Alternative assets beyond traditional marketsInvesting in overlooked, under-researched opportunitiesNavigating volatility in bonds and equitiesCapital preservation vs growth vs diversifiersHigh-yield bonds and income strategiesDiscounted investment trusts and valuation opportunitiesBiotech, private equity, and “unloved” sectorsCommodities and uranium exposureWhy traditional hedges may be failingInflation risks and consumer pressureMarket polarisation and AI-driven enthusiasmFrontier markets and global opportunitiesLearn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

#featured #findingvalue #oaklawn Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rajan Bansi speaks with Cory Martin, CEO and Portfolio Manager at Barrow Hanley Global Investors, to unpack why value looks compelling through a global lens. They explore how concentrated markets and wider valuation gaps have changed the conversation, why non-US markets often offer active managers more room to deliver returns and what sets Barrow Hanley's traditional value approach apart.  This episode was recorded on April 16, 2026. 

#featured #oaklawn #findingvalue Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailNamaste again, spacemen. Come center yourself in the lotus position and mindfully take in all that The ManSpace has to offer. Actually, don't do that. Mindfulness isn't only about sitting lotus and chanting. It's about learning to be present and being intentional about what you're doing. Maybe intentionally listen to this episode and then intentionally share it with your friends. Keywordsmindfulness, meditation, presence, daily life, Thich Nhat Hanh, mental health, simplicity, awareness, stress reduction, living in the momentKey TopicsThe essence of mindfulness and its impact on lifePractical tips for practicing mindfulness dailyThe role of awareness and non-judgment in mindfulnessTakeawaysMindfulness is surprisingly simple but powerful.Slowing down enhances appreciation and reduces stress.Being present in mundane tasks increases life satisfaction.Sound Bites"When you burn them, they scream.""You're my time.""Pick a task and do it half speed."Chapters00:00 Mindfulness and Awareness in Podcasting01:18 Nature Observations: Spiders and Love Bugs04:04 Cockroach Chronicles: A Personal Experience06:18 TV Show Recommendations: Humor in Norseman07:43 Exploring Book Choices: Shifting from Formality09:58 Self-Help Books: A Critical Perspective13:35 The Miracle of Mindfulness: An Introduction13:42 The Simplicity of Mindfulness15:08 Experiencing Life Fully18:15 The Philosophy of Mindfulness20:14 Finding Value in the Present Moment22:36 The Miracle of Being Present24:16 Mindfulness in Everyday Tasks27:03 Slowing Down to Experience Life31:18 Engaging Fully in Conversations34:11 Making Every Moment Meaningful40:32 Recognizing Choices in Time Management41:48 Slowing Down for Clarity45:08 Awareness Without Judgment ResourcesThe Miracle of Mindfulness by Thich Nhat Hanh - https://www.amazon.com/dp/080701239410% Happier App - https://www.tenpercent.com/Spread the word! The Manspace is Rad!!

East of Eden by John Steinbeck ---Exploring John Steinbeck's magnum opus, East of Eden, Jesan Sorrells and Tom Libby break down how the novel's multi-generational narrative reveals timeless truths of human nature, leadership, and morality. They discuss Steinbeck's powerful depiction of rural California and the tension between rural and urban values, dissect the novel's deep biblical allusions and the theme of free will, and examine how leaders can leverage the diversity of personalities within teams for collective success. The episode emphasizes the novel's ongoing relevance and what modern leaders can learn from Steinbeck's nuanced insights about character, motivation, and human dignity.Book Title: East of EdenAuthor: John SteinbeckGuest Names: Tom Libby, Jesan Sorrells---Time Stamped Overview---00:00 Interesting place names and history05:22 Analyzing a timeless 1940s novel10:45 Recording mishap and frustrations16:23 Steinbeck's portrayal of characters24:06 Post-war literary influences in Europe26:33 Steinbeck's Nobel Prize and Retirement31:45 Discussing the Northeast landscape41:38 Samuel's intellectual pursuits42:26 Samuel's early years in Salinas48:11 Skepticism about AI's future impact56:57 Understanding sin in the Hebrew context01:01:19 Discussing unconventional views on the Bible01:08:36 Urbanization trends and population growth01:11:58 Commentary on author intentions01:17:17 Finding Value in Team Members01:20:43 Exploring physical and mental anomalies01:28:16 Analyzing Kathy as a tragic figure01:34:22 Confronting dishonesty in a team01:36:24 Dealing with consequences and accountability01:46:16 Misunderstanding narcissism and self-preservation01:50:50 Discussing the appeal of rural stories01:53:50 Discussing the timelessness of classic literature---Opening theme composed by Felipe Sarro - Bach - Silotti - "Air"  from Orchestra Suite No. 3, BWV 1068 Closing theme composed by Brian Sanyshyn of Brian Sanyshyn Music.---Pick up your copy of 12 Rules for Leaders: The Foundation of Intentional Leadership NOW on AMAZON!Check out the Leadership Lessons From the Great Books podcast reading list!---Subscribe to the Leadership Lessons From The Great Books Podcast: https://bit.ly/LLFTGBSubscribeCheck out Leadership ToolBox at: https://leadershiptoolbox.us/ ★ Support this podcast on Patreon ★

“In biotech, all of the ideas sound amazing and most of them don’t work.” Roivant CEO Matt Gline joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain how the company tries to tilt those odds through an unconventional model built around focused, entrepreneurial “vants.” Gline discusses why Roivant targets overlooked or deprioritized large-pharma assets, how its structure is designed to preserve speed and accountability, and why clinical rigor, capital allocation and disciplined execution matter more than biotech hype. The conversation also explores orphan-style launches, FDA consistency, AI and the challenge of building durable value in a volatile biotech market.See omnystudio.com/listener for privacy information.

Dan Nathan and Guy Adami discuss a volatile Friday session after a hotter-than-expected CPI, with software making multi-year lows while semiconductors push to highs, raising the idea that “something's gotta give.” They point to Microsoft's sharp drawdown as emblematic of software weakness and debate whether capitulation is near as earnings approach, while semis rally on incremental AI hardware headlines like Broadcom's TPU-related deal with Google and Anthropic. They consider a 2026 “trade” of bottom-fishing battered software and fading crowded semis, flagging Intel's rich valuation and Qualcomm's lagging performance despite an edge-AI/inference narrative. They also note security stocks selling off despite rising AI-driven vulnerability concerns, warn that any hyperscaler CapEx pullback could hit semis hard, and preview bank earnings amid mixed signals on consumer credit, deregulation/IPO optimism, and cyclical risk, alongside geopolitics affecting oil and Taiwan. Articles Mentioned Why the ‘SaaSpocalypse' doomsayers are wrong (FT) Anthropic Model Scare Sparks Urgent Bessent, Powell Warning to Bank CEOs (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Rob Pizzola, George Tsilfidis and Austin Mock take an early look at the Super Bowl market and which teams they value at different price points! 0:00 Intro 3:26 Short Favourites (+1900 or shorter) 23:15 Mid-Range (+2000 to +4900) 42:01 Long-Shots (+5000 or larger) 56:48 Outro

In this Freestyle Friday episode, I catch up with Eric Weber after our recent walk through downtown San Francisco. We dive deep into the very real fear and identity crises sweeping through the tech industry as AI accelerates. We discuss how packing a year of change into a single week is disorienting workers and how the constant hustle culture in SF might finally be hitting its threshold.We also get into the darker side of this shift, including the "reverse centaur" effect where humans are reduced to parts of a machine. Are white-collar engineers about to face the Amazon warehouse treatment through token consumption leaderboards? Eric also shares why he took a step back from leadership, his focus on writing, and the importance of genuine human connection right now.Eric Weber: https://www.linkedin.com/in/ericweberdata/

#featured #findingvalue #oaklawn Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailSpacemen, we're getting intimate on this one. On today's episode, we're talking about how to deal with sexual rejection. We talk about things like putting the other in context and learning how to manage and control our own sexual desires. Listen in and get rejected!Action ItemsPractice open and honest communication about feelings and boundaries.Reframe rejection as a temporary moment rather than a personal failure.Increase emotional awareness by naming feelings and understanding their origins.Hold desire loosely to reduce fear and increase confidence in intimacy. Keywordsrejection, desire, relationships, communication, sex, emotional intelligence, vulnerability, masculinity, intimacy, mental healthKey TopicsDifferent types of rejection in relationshipsThe role of context in interpreting rejectionHow men and women experience and perceive rejectionStrategies for healthy communication about desireThe emotional complexity of rejection and intimacyTakeawaysRejection is a complex, active experience, not just a passive feeling.Context is crucial in understanding whether something is rejection or a momentary boundary.Men often interpret rejection as a personal failure, which can lead to insecurity.Open communication and understanding of emotional states can reduce misunderstandings.Holding desire loosely can increase confidence and reduce fear of rejection.Chapters00:00 The Complexity of Emotional Responses00:54 The Role of Communication in Relationships04:01 Finding Value in Unexpected Places10:40 Understanding Motivation Beyond Sex14:00 Defining Rejection in Relationships17:37 The Complexity of Rejection and Desire20:22 Navigating Emotional Responses to Rejection25:41 The Role of Control in Sexual Dynamics30:52 Reframing Rejection and Insecurity36:31 Managing Sexual Desire and Expectations ResourcesThe Psychology of Rejection - Book - https://www.amazon.com/psychology-rejectionEmotional Intelligence in Relationships - Article - https://www.relationships.com/emotional-intelligenceSpread the word! The Manspace is Rad!!

Life isn't about perfect programming or elite-level training. It's about building a sustainable approach that allows you to improve, stay consistent, and actually enjoy the process. We also highlight the role of fun, challenge, and camaraderie—because for most people, that's the missing piece. Training doesn't have to feel like a chore. When done right, it becomes something you look forward to. If you've been thinking about signing up for an event, or just want to train in a way that builds both strength and endurance without sacrificing your lifestyle, this episode will give you the perspective you need. Because the goal isn't just to finish the race— it's to build a lifestyle you can sustain long after it's over. APPLY FOR COACHING: https://www.lvltnhealth.com/health-advisory-team The Fitness League app https://www.fitnessleagueapp.com/ Join the Facebook Community: https://www.facebook.com/groups/lvltncoaching Alessandra's Instagram: http://instagram.com/alessandrascutnik Joelle's Instagram: https://www.instagram.com/joellesamantha?igsh=ZnVhZjFjczN0OTdn Josh's Instagram: http://instagram.com/joshscutnik   Chapters 00:00 Welcome to the Fitness League 02:40 Birthday Celebrations and Humbling Moments 05:36 Running Shoe Fitting Experience 08:13 Running Goals and Shoe Technology 11:10 The Challenge of Maintenance Mode 13:57 Progression in Running and Heart Rate 16:44 Competitive Spirit and Future Goals 19:29 Powerlifting vs. Running Mindset 23:45 Exploring the Relationship with Running 30:24 The Balance of Competition and Enjoyment 34:42 Finding Value in Competition 43:11 Building Sustainable Habits

Arup Datta sees a “great buying opportunity” in markets, picking international over the U.S. He explains where he's finding value right now, with stock picks including Teradyne (TER), Ovintiv (OVV), and Innovative Solutions (ISSC). He breaks down his criteria, the bull case for each stock, and what he sees ahead. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

#featured #oaklawn #findingvalue Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

#featured #findingvalue #oaklawn Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

#featured #findingvalue   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can curiosity and empathy be taught? How can we expand our sense of solidarity through stories? In this episode, we explore the internal dialogues of artists, actors and writers to ask what it means to step into someone else's shoes.(0:00) Novelist Jim Shepard discusses Literature as a Tool for Emotional Education and Exploring History(2:05) Tony Award-winning Actor Neil Patrick Harris on Being Moved by Theater and its Ability to Bridge Worlds(3:55) Novelist Katie Kitamura on How a Book is Made in Collaboration with the Reader(5:00) Screenwriter, Playwright Laura Eason on Inhabiting the Hearts of Characters Different from Ourselves(6:03) Academy Award-winning Director Sharmeen Obaid-Chinoy on the Art of Visual Storytelling(6:37) Cinematographer, Director Benoit Delhomme on the Freedom of Handheld Cinematography(7:19) Author Etgar Keret on Looking for Humanity through Shared Intention(8:18) Viet Thanh Nguyen – Opposing Power through Expansive Solidarity(9:27) Adam Moss – Author, Fmr. Editor New York magazine on “The Work of Art”(10:29) John Patrick Shanley – Tony & Academy Award-winning Writer, Director on Finding Value in Ordinary Experiences and the Creative Power of Daydreaming(11:56) Pulitzer Prize-winning Journalist Nicholas Kristof on Why Individual Stories are Necessary to Generate ConnectionTo hear more from each guest, listen to their full interviews.Episode Websitewww.creativeprocess.info/podInstagram:@creativeprocesspodcast

Can curiosity and empathy be taught? How can we expand our sense of solidarity through stories? In this episode, we explore the internal dialogues of artists, actors and writers to ask what it means to step into someone else's shoes.(0:00) Novelist Jim Shepard discusses Literature as a Tool for Emotional Education and Exploring History(2:05) Tony Award-winning Actor Neil Patrick Harris on Being Moved by Theater and its Ability to Bridge Worlds(3:55) Novelist Katie Kitamura on How a Book is Made in Collaboration with the Reader(5:00) Screenwriter, Playwright Laura Eason on Inhabiting the Hearts of Characters Different from Ourselves(6:03) Academy Award-winning Director Sharmeen Obaid-Chinoy on the Art of Visual Storytelling(6:37) Cinematographer, Director Benoit Delhomme on the Freedom of Handheld Cinematography(7:19) Author Etgar Keret on Looking for Humanity through Shared Intention(8:18) Viet Thanh Nguyen – Opposing Power through Expansive Solidarity(9:27) Adam Moss – Author, Fmr. Editor New York magazine on “The Work of Art”(10:29) John Patrick Shanley – Tony & Academy Award-winning Writer, Director on Finding Value in Ordinary Experiences and the Creative Power of Daydreaming(11:56) Pulitzer Prize-winning Journalist Nicholas Kristof on Why Individual Stories are Necessary to Generate ConnectionTo hear more from each guest, listen to their full interviews.Episode Websitewww.creativeprocess.info/podInstagram:@creativeprocesspodcast

In Episode 461 of Hidden Forces, Demetri Kofinas speaks with co-founder and chief investment strategist of GMO, Jeremy Grantham, and financial historian, journalist, and investment strategist Edward Chancellor. Together, they have collaborated on Jeremy's autobiography, titled "The Making of a Permabear," which chronicles Grantham's evolution as a value investor and the valuable lessons that can be learned from his six-decade career in investment management. They spend the first hour of their conversation discussing the collaboration behind the book, Grantham's formative experiences in finance, the principles that have guided his investment philosophy, the role of mean reversion in asset markets, and why they both believe that US equities are more overvalued today than at almost any point in history—with important implications for where returns will come from over the next decade. The second hour is devoted to a conversation about the mechanics of financial bubbles, the relationship between ultra-low interest rates and asset price inflation, Jeremy's framework for navigating overvalued markets by shifting capital to international and emerging market equities, the challenges of selecting investment managers, and Grantham's deep concerns about existential risks to human civilization—including climate change, resource scarcity, and the toxic assault on human fertility that he believes poses an underappreciated threat to our species' long-term survival. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Join our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/28/2026

To get a copy of our new book "Embracing the Truth" or to have TS Wright speak at your event or conference or if you simply want spiritual or life coaching or just a consultation visit:www.tswrightspeaks.comVisit our website to learn more about The God Centered Concept. The God Centered Concept is designed to bring real discipleship and spreading the Gospel to help spark the Great Harvest, a revival in this generation.www.godcenteredconcept.comKingdom Cross Roads Podcast is a part of The God Centered Concept.SummaryIn this episode of Kingdom Crossroads, host T.S. Wright welcomes Joseph M. Lenard, a Christian author and podcaster. Joseph shares his personal journey of faith, including his struggles with mental health and his experience as a suicide attempt survivor. He discusses the importance of recognizing the value of life and the little things that matter. Joseph also talks about his writing journey, including his books and current projects, emphasizing the need for perspective and the role of free will in our lives. The conversation highlights the significance of planting seeds of faith and the importance of community without coercion.TakeawaysJoseph M. Lenard emphasizes that all life has value and meaning.He shares his experience as a suicide attempt survivor to highlight the importance of mental health.Joseph believes that questioning one's faith can strengthen it.He discusses the importance of recognizing the little things in life that matter.Joseph's writing often comes from personal experiences and dreams.He encourages others to share their stories through writing.Joseph's philosophy is that things could always be better, but they could often be worse.He stresses the importance of free will in faith and community.Joseph aims to reach those who are lost, not just fellow Christians.He believes in planting seeds of faith rather than forcing beliefs.