Podcasts about flows

062326 Scott Adams Show, Democrat Fraud, Reflecting Pool Bandits, Oil Flows from Hormuz, Freedom 250

https://youtu.be/B4L-5KNiqNo Recorded: June 21, 2026 In Episode 159 of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds Podcast, delivers a wide-ranging market update on oil, natural gas, geopolitics, China, strategic petroleum reserves, inflation, and monetary policy. Recorded on Father's Day and ahead of America's 250th Fourth of July celebration, the episode focuses on the U.S.-Iran memorandum of understanding, the Strait of Hormuz, global crude oil flows, China's oil imports, and the Federal Reserve's renewed emphasis on inflation. Trisha examines why oil prices moved lower despite heightened geopolitical tensions, how more crude continued reaching the market through Hormuz and alternative export routes, and why physical oil flows matter more than headlines. Key Takeaways Oil prices softened as crude continued flowing through and around the Strait of Hormuz. Saudi Arabia and the UAE's export infrastructure helped reduce supply risks during the latest Middle East tensions. China's crude import decline does not necessarily indicate collapsing demand and must be viewed alongside stockpiling, refinery activity, and energy-security priorities. The debate between the IEA and OPEC reflects competing views of future oil demand and supply balances. Federal Reserve Chairman Kevin Warsh signaled a stronger focus on inflation and price stability. AI-driven investment and rising electricity demand may contribute to future inflationary pressures. Oil Flows, Hormuz, and Energy Security A major theme throughout the episode is the disconnect between market sentiment and physical oil realities. Trisha walks listeners through the U.S.-Iran memorandum of understanding, disputed claims surrounding the Strait of Hormuz, and the market reaction to evolving events in the Middle East. The conversation examines how Saudi Arabia's East-West Pipeline and the UAE's Fujairah pipeline provide critical export capacity outside the Strait of Hormuz, helping maintain crude flows during periods of disruption. Trisha also reviews Strategic Petroleum Reserve releases, U.S. crude exports, tanker traffic, and the importance of understanding actual barrel movements in a 100-million-barrel-per-day global oil market. Why China Remains the Most Important Energy Story One of the central themes of the episode is China and its long-term energy-security strategy. Trisha challenges the narrative that declining Chinese crude imports are solely the result of electric vehicle adoption. Instead, she examines China's stockpiling activity, refinery runs, strategic reserves, domestic production, and energy-security priorities. The discussion highlights why understanding China remains critical to understanding global oil markets, particularly as Beijing balances economic challenges with long-term strategic planning. The IEA, OPEC, and the Future of Oil Demand The episode also explores the growing divide between the International Energy Agency and OPEC. Trisha reviews the IEA's June Oil Market Report and the possibility that restored production and normalized Hormuz flows could create a future supply overhang. She contrasts that outlook with OPEC's World Oil Outlook 2026, which projects continued growth in global oil demand through 2050. The discussion raises important questions about energy security, investment, and whether current market forecasts are adequately accounting for future demand growth. Inflation, the Federal Reserve, and AI In the second half of the podcast, Trisha shifts to macroeconomics and monetary policy. She breaks down the June Federal Open Market Committee meeting, Chairman Kevin Warsh's first press conference, inflation data, Treasury yields, housing, and the Federal Reserve's balance sheet. Trisha also discusses the potential inflationary effects of rising investment in artificial intelligence infrastructure, semiconductors, data centers, and electricity demand. The episode concludes with a broader discussion on inflation, energy prices, housing, and the economic forces likely to shape markets through the remainder of 2026. Whether you're an energy executive, investor, policymaker, or industry professional, Episode 159 provides a timely and data-driven examination of the forces shaping oil markets, inflation, energy security, and the global economy.

Hello, Beautiful...I'm so grateful you're here with me. A calm mind creates space for clarity, balance, and ease. These daily affirmations support relaxation, mindfulness, emotional well-being, stress relief, and inner peace. Let a sense of calm gently move through you as you settle into the present moment. Love,

Markets remain near record highs, but the technical backdrop is becoming more complex. Strong money flows continue to support asset prices, while a more hawkish Federal Reserve threatens to tighten financial conditions and limit upside potential. Lance Roberts looks at how liquidity, institutional flows, market momentum, and investor sentiment are interacting with Fed policy. We also explore whether technical support levels can withstand higher interest rates, what history suggests when liquidity and monetary policy diverge, and what investors should watch next as markets navigate this critical crossroads. Here's a topical rundown of today's show: 0:00 - INTRO 1:12 - FIFA Fever & Setting Up for July 5:32 - Portfolio Rebalancing & Buyback Blackout 11:34 - Alan Greenspan death at 100 16:42 - Markets Trading on Plumbing More than Fundamentals 21:06 - Market Inflows - Where's the money coming fron? 26:45 - Micron Quarterly Preview - Where's the risk? 30:25 - Market Breadth Concerns 32:58 - Where Does the Money Go? 34:51 - Market Mechanics Remain Strong 39:00 - When Everyone Agrees...(Bob Farrell Rule #9) 40:27 - Three Things to Watch 43:12 - The Risks are Real Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/UYxvj5axVTQ ------- Watch our previous show, "Black Swans, SpaceX, & Retirement Reality" https://youtube.com/live/Rq8NxfiiG2I ------- Watch today's "Before the Bell" feature, "Market Pennant: Breakout or Breakdown?" here: https://youtu.be/tYu7hYTjg_g ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's “Forward Guidance” https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #PortfolioManagement #Investing #Semiconductors #FederalReserve #AlanGreenspanDeath #KevinWarsh #MarketAnalysis

Markets remain near record highs, but the technical backdrop is becoming more complex. Strong money flows continue to support asset prices, while a more hawkish Federal Reserve threatens to tighten financial conditions and limit upside potential. Lance Roberts looks at how liquidity, institutional flows, market momentum, and investor sentiment are interacting with Fed policy. We also explore whether technical support levels can withstand higher interest rates, what history suggests when liquidity and monetary policy diverge, and what investors should watch next as markets navigate this critical crossroads. Here's a topical rundown of today's show: 0:00 - INTRO 1:12 - FIFA Fever & Setting Up for July 5:32 - Portfolio Rebalancing & Buyback Blackout 11:34 - Alan Greenspan death at 100 16:42 - Markets Trading on Plumbing More than Fundamentals 21:06 - Market Inflows - Where's the money coming fron? 26:45 - Micron Quarterly Preview - Where's the risk? 30:25 - Market Breadth Concerns 32:58 - Where Does the Money Go? 34:51 - Market Mechanics Remain Strong 39:00 - When Everyone Agrees...(Bob Farrell Rule #9) 40:27 - Three Things to Watch 43:12 - The Risks are Real Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/UYxvj5axVTQ ------- Watch our previous show, "Black Swans, SpaceX, & Retirement Reality" https://youtube.com/live/Rq8NxfiiG2I ------- Watch today's "Before the Bell" feature, "Market Pennant: Breakout or Breakdown?" here: https://youtu.be/tYu7hYTjg_g ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's "Forward Guidance" https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #PortfolioManagement #Investing #Semiconductors #FederalReserve #AlanGreenspanDeath #KevinWarsh #MarketAnalysis

Stephen Grootes speaks to Timothy Walker, Senior Researcher on Maritime Security at the Institute for Security Studies, about how massive oil tankers are slipping through the Strait of Hormuz by going “dark” along Oman’s coast, and whether that’s only possible with quiet military protection and some form of understanding between the US and Iran. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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Greece says it is entering a new era of “brain regain”. Government programmes like Rebrain Greece are touring European capitals, employers are hiring, and the economy is finally growing again. But is the tide really turning?In this episode of The Agora, host Nick Malkoutzis digs into the data behind Greece's talent flows, and finds a far more complicated picture. While official narratives highlight return migration, European surveys show the number of Greeks abroad is still rising, especially among university graduates. And the deeper, structural drivers of the brain drain remain stubbornly in place.To make sense of it all, we speak with Dr Elli Siapkidou, a UK‑based researcher who attended the recent Rebrain Greece event in London. She offers a first‑hand view of what these initiatives can achieve, and what they cannot.Is Greece truly reversing the brain drain, or simply reframing it? And what would real, evidence‑based “brain regain” actually require? Hosted on Acast. See acast.com/privacy for more information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Damon Haley Co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.

Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM- The first Iranian oil tankers have left Hormuz since winter, the strait is moving again. The formal signing is set for Friday in Switzerland, but Iran now says Israel must leave Lebanon first. The Fed decides at 2 PM-Messi scores historic hat trick

Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM- The first Iranian oil tankers have left Hormuz since winter, the strait is moving again. The formal signing is set for Friday in Switzerland, but Iran now says Israel must leave Lebanon first. The Fed decides at 2 PM-Messi scores historic hat trick

FlowsBooming capital issuancecredit growthBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

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What is humility and how do we get it

Sunday June 7th, 2026: Welcome to the beginning of a brand-new series, Abba's Table.At its heart, this series is an exploration of what authentic New Testament culture actually looks like. In a time when many beautiful Kingdom words have become cliché at best and triggering at worst, we want to rescue the language of family, honor, community, belonging, sonship, and spiritual fatherhood from the distortions of religion, performance, and unhealthy expressions.But before we talk about how family functions around the table, we must first remember whose table it is.In Week One, we begin where Jesus always began: with the Father. Through Scripture, the life of Jesus, and the story of Luke 15, we discover that the first thing we inherit at the Father's table is not purpose, ministry, calling, culture, or even community—it is a revelation of the Father.Because everything in our lives flows from how we see God. And when we see the Father rightly, we begin to see ourselves, one another, and the world around us rightly as well.This is Abba's Table — and it all starts with seeing Him.

Roughly 7 million barrels of daily oil and fuel shipments are flowing through the Strait of Hormuz, or about half of the volumes stranded at the start of the Iran war, says US Energy Secretary Chris Wright. Speaking during the Bloomberg Energy Executive Briefing in Houston on Friday morning, Wright says the US will fully reopen the waterway with or without Iran’s assistance. At the start of the war in late February, about 20 million barrels of daily shipments were stranded as the strait was effectively shut. Several million barrels were diverted to alternative ports outside the Persian Gulf, leaving about 14 million trapped, Wright says.See omnystudio.com/listener for privacy information.

I put together “Legendary RnB Flows” as a front-to-back ride through 90s and 2000s R&B that feels like a perfect Sunday afternoon and a late-night slow jam at the same time. I blend every transition so you can stay in the mood without skipping, moving from Jill Scott and Mint Condition to Mary J. Blige, Maxwell, Lucy Pearl, and more. I sequence it like a story, mixing deep cuts, remixes, and classics that drift from tender, laid-back grooves to feel-good party joints, all with that warm, soulful swing. Tracklist: Feymie – Intro Jill Scott – The Way After 7 – Ready or Not Mint Condition – U Send Me Swinging Brandy – Almost Doesn't Count (DJ Premier Mix) The System – Don't Disturb This Groove Tony! Toni! Toné! – (Lay Your Head On My) Pillow Toni Braxton – You Mean The World To Me Tracie Spencer – Tender Kisses Gerald Levert – Baby You Are Teedra Moses – You'll Never Find Mary J. Blige – My Love (Remix) 702 – Steelo (Remix) Brownstone – Kiss And Tell Jaheim – Diamond In Da Ruff (Remix) Carl Thomas – Summer Rain Babyface – Cool In You Ginuwine – When Doves Cry Tevin Campbell – Goodbye Zhané – Sending My Love Maxwell – Ascension (Don't Ever Wonder) Allure – No Question Troop – Spread My Wings (Clark Kent Super Remix) Montell Jordan – Get It On Tonite SWV – I'm So Into You (Remix) Faith Evans – All Night Long Shanice – It's For You Tweet – Boogie 2nite Bobby Brown – On Our Own Hi-Five – I Like The Way (The Kissing Game) Lucy Pearl – You Portrait – Here We Go Again! Bell Biv DeVoe – B.B.D. (I Thought It Was Me) Jeff Redd – U Called & Told Me Koffee Brown – After Party Boyz II Men – Sympin' (Remix) Janet Jackson – Alright

Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affect prices, why AI earnings may be more circular than investors think, what could break the current market narrative, and why the economy feels much weaker for many households than the headline data suggests.Michael Green Twitterhttps://x.com/profplum99Simplify Asset Managementhttps://www.simplify.us/Topics covered:Why the SpaceX IPO has turned passive investing into a mainstream market structure debateHow index committees and passive flows can influence individual stocksWhy low float, Nasdaq demand and passive buying could create unusual IPO dynamicsHow new AI-related equity issuance could change the supply-demand balance in the stock marketThe research behind passive flows, market impact and cap-weight concentrationWhy Mike thinks passive buying explains more of mega-cap outperformance than AI fundamentalsThe circular financing risk in AI, including Nvidia, CoreWeave, Google and AnthropicWhy buy-the-dip flows, ETFs, CTAs and vol control funds matter for market directionHow headline economic data can miss household stress, second jobs and lost purchasing powerWhat Mike is watching to see whether the AI trade and market narrative are starting to breakWhy AI may be hugely valuable to consumers before it creates major business productivity gainsHow companies may eventually redesign business models around AI rather than simply automate tasksWhy SpaceX wealth creation could seed the next generation of competitorsHow inflation, gasoline prices, low savings and a K-shaped economy are affecting consumersTimestamps:00:00 Passive indices, AI profits and why this market feels different04:07 Why SpaceX changed the passive investing debate08:01 The research behind passive flows and market impact12:16 Why Mike thinks passive flows explain mega-cap strength16:18 ETF flows, buy-the-dip behavior and bubble dynamics20:28 Why economic data can miss household stress25:13 Bubble warnings, CAPE and what investors may be ignoring29:17 AI as a consumer advice engine versus a productivity revolution33:29 How businesses may redesign themselves around AI37:51 Why IPO wealth may create the next generation of competitors42:06 Mike Green's upcoming book on passive investing and market structure

Website: https://saltmustflow.comOTHER PLATFORMSRumble: https://rumble.com/c/SaltyCrackerYouTube: https://www.youtube.com/@SaltyCrackerTikTok: https://www.tiktok.com/@salty_cracker_76Twitter/X: https://x.com/SaltyCracker9Locals: https://saltycracker.locals.com/TikTok: https://www.tiktok.com/@salty_cracker_76SUPPORT SALTYWebsite: https://saltmustflow.com/support/SubscribeStar: https://www.subscribestar.com/salty-crackerCash App: https://cash.app/$saltmustflowMerchandise: https://saltmustflow.com/shop/Mrs. Salty's Channel: https://www.youtube.com/channel/UChnZMOno3rthe1LHvcxufdwMusic by: https://incompetech.com/ Crinoline Dreams In Your Arms--Disclaimer-- These are the opinions and ramblings of a foul-mouthed lunatic. They are for entertainment purposes only and are probably wrong. You listen at your own risk.

What if the “slow” periods in your capital campaign are actually some of the most productive opportunities for building donor relationships and campaign success?In this episode of All About Capital Campaigns, hosts Amy Eisenstein and Andrea Kihlstedt explore the natural ebbs and flows that every capital campaign experiences—and why nonprofit leaders should stop viewing slower periods as setbacks. Whether you're in the quiet phase of a campaign, preparing for a major fundraising push, or wondering how seasonal changes affect donor engagement, this conversation offers practical insights that can help you manage campaign momentum more effectively.Many nonprofit leaders assume a capital campaign should operate at full speed all the time. But campaigns are multi-year endeavors, and maintaining maximum intensity for years simply isn't sustainable. Amy and Andrea discuss why successful campaigns naturally move through periods of high activity and quieter stretches, and how understanding these cycles can reduce stress, prevent burnout, and improve fundraising outcomes.The discussion begins with an examination of seasonal fundraising patterns. Is summer really a slow time for fundraising? The answer depends on your organization, your donors, and your community. For some nonprofits, summer presents unique opportunities to connect with donors who are more relaxed and available. For others, donor travel patterns may create different challenges. Either way, making assumptions about donor availability can cause organizations to miss valuable opportunities.Amy and Andrea share examples of nonprofits that successfully leveraged summer activities and informal gatherings to deepen donor relationships and move campaign conversations forward. They discuss how cultivation often works best during periods when both staff and donors feel less rushed and more open to meaningful conversations.The conversation also addresses an important but often overlooked reality of campaign leadership: the emotional and organizational strain that accompanies major fundraising efforts. Capital campaigns involve large goals, significant stakes, and extended timelines. Amy and Andrea explain why nonprofit leaders should intentionally build breathing room into their campaign plans rather than attempting to maintain constant pressure throughout the life of a campaign.Listeners will learn how to identify productive ways to use quieter campaign periods, including donor cultivation, strategic planning, relationship building, and organizational reflection. Rather than viewing slower seasons as lost time, nonprofit leaders can use them to strengthen the foundation that supports future campaign success.If you're leading a capital campaign, preparing for a feasibility study, managing campaign volunteers, working with major donors, or looking for ways to sustain fundraising momentum over the long term, this episode provides valuable perspective on the rhythms and realities of campaign fundraising.In This Episode, You'll Learn:Why every capital campaign experiences natural ebbs and flowsHow seasonal timing affects donor engagement and fundraising activityWhy summer can be an ideal time for donor cultivationJerry Panas's powerful donor meeting scheduling strategyHow to avoid campaign burnout while maintaining momentumWays to use quieter periods productivelyHow to balance urgency and sustainability in campaign leadershipWhy strategic pauses can strengthen campaign resultsTo ensure your campaign ends in a celebration, download our free Capital Campaign Step-by-Step Guide & Checklist. This intuitive guide breaks down each step of your campaign, and the timeline allows you to visualize your whole campaign, from start to finish!

Rob Draper is an artist, designer, lettering artist, and collage maker whose career has been shaped by an extraordinary sequence of reinventions. Growing up in Worcester in the 1980s, Rob was captivated by American culture, graffiti, and the visual energy of films like E.T. and Tron. ~That early love of making things became the thread connecting every chapter that followed — from graphic design student to art director, from redundancy to sign writing, from teaching in prisons to painting coffee cups that went viral. In this conversation, recorded live at All Flows  Festival, Rob talks about the courage it takes to start over, the strange peace that comes from creating without knowing the outcome, and why being a "creative" — without further definition — might be the most honest title of all.Takeaways:There is now space to simply be a creative — no single specialisation required — as long as there is a genuine thread running through your workRob's graffiti beginnings in Worcester gave him confidence, community, and a visual language that quietly shaped everything that came afterRedundancy forced a reinvention that included sign writing, teaching, prison workshops, and eventually coffee cups painted with messages that were — by his own admission — mostly aimed at himselfThe coffee cup project was never designed to go viral; it was a shop window that became a movement, built on consistency, authenticity, and small acts of showing upCollage was the most controversial and most creatively liberating pivot of Rob's career — uncomfortable precisely because he couldn't predict the outcomeCreativity served as escapism at every stage of Rob's life, in both the dark chapters and the bright onesRob's approach to education is rooted in simplicity: you are on one side, your dreams are on the other, and the middle is just workMaking universally pleasing work produces the blandest possible result — finding a specific voice and committing to it is always the better pathThe greatest insight Rob carries from his career is simply gratitude — for having creativity as a tool to process, express, and survive whatever life brings Daring Creativity. Podcast with Radim Malinicdaringcreativity.com |  desk@daringcreativity.comBooks by Radim Malinic Paperback and Kindle > https://amzn.to/4biTwFcFree audiobook (with Audible trial) > https://geni.us/free-audiobookBook bundles  https://novemberuniverse.co.ukLux Coffee Co. https://luxcoffee.co.uk/  (Use: PODCAST for 15% off)November Universe https://novemberuniverse.co.uk (Use: PODCAST for 10% off)

Most brands know what their campaigns are doing. Fewer know whether their flows are actually doing the heavy lifting.This is the second of three special episodes recorded live at Klaviyo's Sydney event, K:SYD. Nathan put forward a panel instead of a single interview, and the room delivered. Three Klaviyo Champions, three very different businesses, one hour on email, CRM, data and where retention marketing is actually heading.Lachi Agnew is Head of Technology at July, the Melbourne luggage brand he has helped build from scratch over seven years. Flows are driving close to half of July's Klaviyo-attributed revenue, while campaigns get most of the creative attention. Hani Rifai is Chief Digital Officer at Step One, the ASX-listed bamboo underwear brand chasing $100 million with a team of 50 and one of Australia's sharpest data-first retention programs. Alice Michael is Head of Ecommerce and Operations at APG & Co, running Klaviyo across Sportscraft, SABA and JAG simultaneously with a lean team and three distinct customer bases.The conversation covers where discounting actually helps versus where it trains your best customers to wait, how to use RFM switches to deploy incentives at the right moment, and why segmentation is a workaround, not the destination.Today, we're discussing:Why flows outperform campaigns on revenue at July, and what Lachi is building to close the gap between the two [12:08]How Step One uses RFM category switches to trigger targeted messages at the exact moment a customer starts drifting [21:30]Hani's take on Pavlovian discounting: discount to solve a problem, not to plug a revenue gap [22:42]How Alice migrated three fashion brands off Salesforce Marketing Cloud and why one bottleneck was driving the whole decision [02:48]The Step One experiment using AI search data piped into Klaviyo to generate one-to-one abandonment emails based on what a customer actually asked [46:30]Why all three panellists agree segmentation is a workaround, and what true one-to-one communication actually requires [53:00]Connect with Lachi Agnew | Explore July | Connect with Hani Rifai | Explore Step One | Connect with Alice Michael | Explore APG & Co Subscribe to the Add To Cart newsletter  SMS us to Suggest a Guest Connect with Nathan Bush Join the Add To Cart Community 

Today's episode includes a look at how money flows around the globe. Plus, Robbie sits down for an interview with MeridianLink's Larry Katz on how to simplify the complexity behind lending while empowering financial institutions to focus on what matters most: the people and communities they serve. The episode closes with May payrolls figures and what they say about the Fed's dual mandate balancing act.Thank you to Experian Verify, a comprehensive income and employment verification solution for mortgage lenders. By uniting instant payroll data, permissioned access, and research verification in one seamless experience, Experian Verify helps lenders reduce friction, accelerate decisions, and confidently verify every U.S. worker.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

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To become a follower of Jesus, visit: https://MorningMindsetMedia.com/MeetJesus  (NOT a Morning Mindset resource) ➖➖➖➖➖➖➖➖➖➖ TODAY'S SCRIPTURE: Matthew 8:5–13 - When he had entered Capernaum, a centurion came forward to him, appealing to him, [6] “Lord, my servant is lying paralyzed at home, suffering terribly.” [7] And he said to him, “I will come and heal him.” [8] But the centurion replied, “Lord, I am not worthy to have you come under my roof, but only say the word, and my servant will be healed. [9] For I too am a man under authority, with soldiers under me. And I say to one, ‘Go,’ and he goes, and to another, ‘Come,’ and he comes, and to my servant, ‘Do this,’ and he does it.” [10] When Jesus heard this, he marveled and said to those who followed him, “Truly, I tell you, with no one in Israel have I found such faith. [11] I tell you, many will come from east and west and recline at table with Abraham, Isaac, and Jacob in the kingdom of heaven, [12] while the sons of the kingdom will be thrown into the outer darkness. In that place there will be weeping and gnashing of teeth.” [13] And to the centurion Jesus said, “Go; let it be done for you as you have believed.” And the servant was healed at that very moment. (ESV) ➖➖➖➖➖➖➖➖➖➖ FINANCIALLY SUPPORT THE MORNING MINDSET: (not tax-deductible) -- Become a monthly partner: https://mm-gfk-partners.supercast.com/ -- Underwrite one daily episode: https://MorningMindsetMedia.com/daily-sponsor/ -- Give one-time: https://give.cornerstone.cc/careygreen -- Venmo: @CareyNGreen ➖➖➖➖➖➖➖➖➖➖ FOREIGN LANGUAGE VERSIONS OF THIS PODCAST: Subscribe to the SPANISH version: https://MorningMindsetMedia.com/Spanish Subscribe to the CHINESE version: https://MorningMindsetMedia.com/Chinese ➖➖➖➖➖➖➖➖➖➖ CONTACT: Carey@careygreen.com   

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro traders and HyperLiquid analysts.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Disclosures01:04 Capital Flows Macro Background04:37 Jaymes Poker To Trading06:09 GameStop Style Squeeze Thesis07:23 Credit Cycle Context Explained09:01 HYPE Up Bitcoin Down10:39 PUR Best HL Expression11:53 Goldman Skipped The ETF12:09 Gamma Squeeze Mechanics Explained15:07 PUR Meme Potential Explained17:53 Gamma Squeeze 10122:14 ETFs Dilute PUR Options?24:14 PUR vs ETF Active Management28:55 Bitcoin Not Cooperating Question32:07 Bitcoin's Burden Of Proof37:11 HL vs CME ICE Cboe41:17 WSJ Calls HL Convenience Store44:39 Wall Of Capital ComingGuest Socials:Capital Flows X: https://x.com/GlobalflowsJaymes Rosenthal X: https://x.com/jaymesrosenthalPartners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

In this spring 2026 edition of Regional Beekeepers, Jeff Ott and Becky Masterman welcome a familiar panel of beekeepers from across North America to compare notes on how the season is unfolding in their respective regions. Joining the discussion are Ang Roell (Northeast), Bonnie Morse (Northern California), Duane Combs (Arizona), Jay Williams (Tennessee), and Paul Longwell (Pacific Northwest). The conversation highlights the remarkable regional differences in weather, nectar flows, colony buildup, and honey production. Duane reports one of Arizona's best honey seasons in decades following unusually wet conditions, while Bonnie describes strong honey production in California alongside increasing concerns about Varroa mites and small hive beetles. Ang shares updates on queen breeding and a new research project examining the heritability of Varroa-sensitive hygiene traits. Jay discusses challenges caused by a difficult winter, late queen production, and his early experiences with the new mite-control product Norroa. Varroa management remains a central topic, with panelists comparing treatment strategies, discussing oxalic acid applications, Formic Pro, VarroxSan, and emerging approaches to mite control. The conversation naturally expands into small hive beetles, producing both practical advice and several memorable stories from the field. The group also shares lessons learned from mistakes, unexpected setbacks, and successful innovations. Topics range from hurricane recovery and extreme desert heat to transporting bees, honey marketing, 3D-printed beekeeping tools, agritourism experiences, honey tastings, and bee-centered wellness programs. As always, the Regional Beekeepers episode provides a valuable snapshot of beekeeping conditions across the continent while highlighting the creativity, resilience, and good humor of working beekeepers. Websites from the episode and others we recommend: Honey Bee Health Coalition: https://honeybeehealthcoalition.org Project Apis m. (PAm): https://www.projectapism.org The National Honey Board: https://honey.com Honey Bee Obscura Podcast: https://honeybeeobscura.com   Copyright © 2026 by Growing Planet Media, LLC     ______________ Betterbee is the presenting sponsor of Beekeeping Today Podcast. Betterbee's mission is to support every beekeeper with excellent customer service, continued education and quality equipment. From their colorful and informative catalog to their support of beekeeper educational activities, including this podcast series, Betterbee truly is Beekeepers Serving Beekeepers. See for yourself at www.betterbee.com This episode is brought to you by Global Patties! Global offers a variety of standard and custom patties. Visit them today at http://globalpatties.com and let them know you appreciate them sponsoring this episode!  As a beekeeper, you want products that benefit you and your bees. When you choose Premier Bee Products, you choose hive components that are healthier for bees and more productive for you. Because we believe that in beekeeping, details make all the difference. Premier Bee Products: Better for bees. Better for beekeepers. Use promo code PODCAST for 10% off your next online order. APIS Tactical is a beekeeping brand focused on innovation. We create a wide range of gear for beekeepers of all types—whether you're managing a few hives or working bees every day. We combine science and artistry to create purposeful, hardworking gear. We're here to help you care for your bees with confidence, so you can focus on what matters most—your hive. Thanks to Strong Microbials for their support of Beekeeping Today Podcast. Find out more about their line of probiotics in our Season 3, Episode 12 episode and from their website: https://www.strongmicrobials.com HiveIQ is revolutionizing the way beekeepers manage their colonies with innovative, insulated hive systems designed for maximum colony health and efficiency. Their hives maintain stable temperatures year-round, reduce stress on the bees, and are built to last using durable, lightweight materials. Whether you're managing two hives or two hundred, HiveIQ's smart design helps your bees thrive while saving you time and effort. Learn more at HiveIQ.com. We'd like to thank Vita Bee Health for supporting the podcast. Vita provides proven tools for controlling Varroa—from Apistan and Apiguard to the new VarroxSan extended-release oxalic acid strips—helping beekeepers keep stronger, healthier colonies. Thanks for Northern Bee Books for their support. Northern Bee Books is the publisher of bee books available worldwide from their website or from Amazon and bookstores everywhere. They are also the publishers of The Beekeepers Quarterly and Natural Bee Husbandry. _______________ We hope you enjoy this podcast and welcome your questions and comments in the show notes of this episode or: questions@beekeepingtodaypodcast.com Thank you for listening!  Podcast music: Be Strong by Young Presidents; Epilogue by Musicalman; Faraday by BeGun; Walking in Paris by Studio Le Bus; A Fresh New Start by Pete Morse; Wedding Day by Boomer; Christmas Avenue by Immersive Music; Red Jack Blues by Daniel Hart; Bolero de la Fontero  by Rimsky Music; Perfect Sky by Graceful Movement; I'm Not Running Away This Time by Max Brodie; Original guitar background instrumental by Jeff Ott. Beekeeping Today Podcast is an audio production of Growing Planet Media, LLC ** As an Amazon Associate, we may earn a commission from qualifying purchases Copyright © 2026 by Growing Planet Media, LLC

In this episode of Southeastern Fly, we sit down with David Knapp and Pat Tully from Trout Zone Anglers for a Wisdom From the Guides conversation all about fly fishing the Clinch River in Tennessee. This episode has been a long time coming, and we dive into the river's unique structure, food sources, flows, fish behavior, and the small details that make the Clinch such a special tailwater.The Clinch is a river that rewards time, observation, and patience. From low water midge fishing to high water nymph rigs, from deep ledges and weed beds to sneaky frog water along the edges, David and Pat share the kind of on-the-water knowledge that only comes from spending a lot of days rowing, wading, guiding, and learning.Key Highlights:Two Confidence Flies: David and Pat both lean heavily on pheasant tails and midges, especially sulfur-style nymphs and micro tubing midges.Reading the River Bottom: The Clinch is full of shoals, ledges, weed beds, troughs, and midstream wood that can hold fish but also steal flies.Flows and Fishing Strategy: Low water, one generator, and two generators all fish differently, and each flow has its own challenges and advantages.Clinch River Food Sources: Midges, sulfurs, scuds, sow bugs, worms, snails, caddis, sculpins, and even small rainbow trout all play a role in the fishery.Overlooked Water: Frog water, shallow edges, and slow flats often hold fish that many anglers walk past or spook before noticing.Big Fish Stories: David and Pat share memorable stories about large brown trout, hard-fighting rainbows, and the ones that still keep them coming back.Local Stops: Pat shares a couple of favorite food stops near the river, including Valley Quick Pack and the restaurant near the weir area.Resources:Trout Zone AnglersVisit southeasternfly.comSign up for our newsletterProduced by NOVA

※20:21 で音声が一部途切れています、途切れていた部分は以下の通りです： "お話ししましたように、このことは私たちの間で普通に起きていることですから、それに従うのなら私たちは「普通の人間」なのです。" Website ホームページ - https://www.sdjcc.net

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There's very little oversight of some taxpayer-funded residential treatment centers for young people. AP correspondent Donna Warder reports.

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Patrick Heather about the impact that the changing flows of gas in Europe are having on hub prices across the region. The discussion is based on a recent OIES Insight and first considers how the reduction of Russian gas […] The post OIES Podcast – The impact of changing gas flows in Europe appeared first on Oxford Institute for Energy Studies.

Comprehensive coverage of the day's news with a focus on war and peace; social, environmental and economic justice. Ebola virus Aid flows to Ebola-stricken region, US to divert exposed Americans to Kenya clinic instead of specialized clinics in US; Progressive lawmakers back Steyer for CA governor, as many voters remain suspicious of billionaire candidate's massive campaign spending; Attorney General Bonta sues 23 and Me over data breach of sensitive genetic information; Democrat National Committee leaders discuss state's commitment to rural voters compared to Republicans;  Epstein documents show millionaire sex offender's ties to US military intelligence The post Aid flows to Ebola-stricken region, US to divert exposed Americans to Kenya clinic; Progressive lawmakers back Steyer for governor as many voters remain suspicious of billionaire candidate – May 28, 2026 appeared first on KPFA.

4/26/26 - The Book of Acts Pt 38: The Grace that Flows - Pastor Jim Baker by Zion Christian Fellowship

In this week's Podcast: It's been yet another swarmy week with another two collected from my own apiaries. We have a nectar flow at the farm, and I'm using that to draw out more frames of foundation.Hi, I'm Stewart Spinks, welcome to Episode 393 of my podcast, Beekeeping Short and Sweet.Please support us throught affiliate links below, they cost you nothing and help us continue to produce our content.Nucleus Colonies For SaleBeekeeping Courses at Thorne Beehvies in Wragby Lincolnshire 2026Thorne Beehives Bailey BoardSome of my Favourite Microscopy Books:Pollen Loads of the Honeybee by Dorothy HodgesRex Sawyer's Pollen IdentificationPollen Grains and Honeydew by Margaret AdamsThe Pollen Landscape by Joss BartlettPollen Microscopy by Norman ChapmanThe National Bee Unit Varroa Information can be found HEREBee Aware Varroa Information can be found HEREThorne Beehives Bees on a Budget Hive The Beekeeper's Dictionary websiteEthyl Acetate for colony destructions can be found hereGardening Potting Tray for effective frame cleaningStainless Steel Stock Pots for use as a double boiler. Get one slightly larger than the other to fit inside.Gas Stove for outdoor use to render wax and old comb.Contact Me at The Norfolk Honey CompanyVMD Website: Click HEREJoin Our Beekeeping Community in the following ways:Early Release & Additional Video and Podcast Content - Access HereStewart's Beekeeping Basics Facebook Private Group - Click HereTwitter - @NorfolkHoneyCo - Check Out Our FeedInstagram - @norfolkhoneyco - View Our Great PhotographsSign Up for my email updates by visiting my website hereAmazon links are affiliate links. I recieve a small commission should you choose to purchase.Support the show

Evan Ellis reports that Venezuela has surrendered Alex Saab, Nicolas Maduro's former bagman, to the U.S. for prosecution. Saab possesses critical information on illicit financial flows involving Iran, Cuba, and Colombia. Delcy Rodriguez's decision to extradite him suggests a complex internal power play to appease Washington while eliminating her own political rivals. (8/16)1986

It's Bitcoin Pizza Day, and David runs through three Friday stories: Hyperliquid breaking all-time high (and why the buyback isn't really the driver), the XRP wallet and ETF flow narrative vs. what the data actually says, and Dankrad Feist's $1B proposal to "save Ethereum." Enjoy! TIMESTAMPS: (00:00) Intro (01:35) HYPE All-Time High (06:48) Nexo Ad (07:22) HYPE All-Time High (Cont.) (12:25) XRP ETF Flows (15:20) Nexo Ad (16:25) XRP ETF Flows (Cont.) (23:29) ETH Troubles FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

In this episode, Jeff Malec sits down with Dr. Patrick Welton to trace his remarkable path from Wisconsin kid to Stanford oncologist to veteran futures trader and founder of Welton Investment Partners. Patrick shares how trading pork bellies and interest rate futures in the late 1970s to pay tuition evolved into a decades-long career shaped by mentors at Commodities Corp, relationships with legends like Paul Tudor Jones and John Henry, and a unique “outside inside trader” role that let him keep practicing medicine at Stanford while managing money. He explains how his medical background and scientific training influence his approach to risk, uncertainty, and decision-making, and breaks down Welton's strategy mix across trend following, macro, short-term flow trading, and equity selloff protection. Along the way, Patrick and Jeff dig into the myths around trend following “dying,” why diversification and staying power matter more than narratives, how capital flows really drive short-term moves, and what it takes to survive for 30+ years in a business where most firms disappear. SEND IT!Chapters:00:00-02:03=Intro02:04-09:40=Doctor to Trader: Patrick Welton's Origin Story, From Wauwatosa to Futures and the ER09:41-30:03= From 1987 Crash to Commodities Corp: How Patrick and Annette Turned a Side Hustle into a Trading Career30:04-43:19= Doctors, Scientists, and Traders: Embracing Uncertainty, Reflexivity, and the Real Drivers of Trend Following43:20-56:16= AI, Innovation, and the “CTA Winter”: Cycles, Flows, and the Future of Trend Following56:17-01:14:19= Building Welton's Playbook: Diversifying Alpha, Short-Term Flows, and the Art of Surviving as an Asset Manager01:14:20-01:29:48= Alt Data, Capital Flows, and What Really Matters: Patrick Welton on Research, Edges, and the Future of Trading01:29:49-01:37:47= End-of-Month Myths, Market Microstructure, and the Limits of Short-Term EdgesFrom the Episode: Leverage Is Bad. Except When It Isn't. Morningstar Just Made the Distinction OfficialBook: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life Book: Market Wizards, Updated: Interviews with Top TradersJack Schwager on The DerivativeFollow along with Dr. Welton and Welton Investment Partners on LinkedIn and be sure to check out Welton's website at welton.com for more information!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

Send us Fan MailEpisode DescriptionWe hear it all the time… “Just be consistent.” But what if consistency isn't about doing the same thing over and over again?In this episode, I'm sharing a personal moment that completely shifted how I view consistency, and why I realized I may not be as “inconsistent” as I once believed.We're diving into a new way of thinking about consistency that is rooted in identity, aligned with what matters most, and flexible enough to allow you to grow, pivot, and stay creative without feeling boxed in.If you've ever felt scattered, bored, or like you just can't stay consistent, this conversation will bring clarity, freedom, and a fresh perspective.

The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strategic supplies are emptying. Aldo Spanjer, Head of Commodity Strategy at BNP Paribas' Markets 360 outlines the pathways from here. Will oil be at $70 or $200? Why does gas face larger risks in a prolonged disruption? And how to cut through the noise and focus on the signals?? For more on BNP Paribas Markets 360 visit https://globalmarkets.cib.bnpparibas/markets-360/ For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

As the wine flows in the Spring of 92 AD, Gaius and Germanicus shift their focus to the power of ceremony and the "paper tiger" status of modern empires. They analyze the symbolic "disrespect" shown during a meeting between the American and Chinese emperors in Beijing, noting how ritualized slights reflect a collapsed military reputation. Germanicus argues that the United States has "defanged" its own sea power, rendering a clash over Taiwan unnecessary because the global power dynamic has already shifted. The duo also delves into historical revisionism, suggesting the Pacific War was an avoidable tragedy exacerbated by failed diplomacy with Japan. Amidst "upbeat stories" for the resting centurions, they conclude that the Anglo-American alliance is viewed as a single entity by Eastern powers, much as it was during the 20th century. The retired soldiers find comfort in these tales of strategic errors that do not reflect their own storied service. (2/3)1937 IMPERIAL JAPAN ARMY IN SHANGHAI

In this episode of Uncanny Japan, we follow Benzaiten — also known as Benten — from her origins as Saraswati to her place among Japan's Seven Lucky Gods. Along the way: Enoshima's five-headed dragon, white snakes as divine messengers, snake-skin wallets, house snakes, and Ugajin, the wonderfully strange human-headed snake deity linked to rice, water, fertility, fortune, and wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMike Green has become famous for his work empirically proving that net positive passive capital flows have predominantly been responsible for the strong performance of stocks since the GFC.He has also warned that should those flows weaken, or even turn negative, stock prices will start moving in reverse.And he's starting to see early signs that they may indeed be starting to falter?When will that matter?And what will that really mean for markets?To find out, watch this video#passiveinvesting #retirementplanning #capitalflows _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn't derailed the S&P 500's surge to new all-time highs, Mike's disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH    

In Iran, America is using expensive weaponry against cheap local drones. Can upstart tech companies change the economics – and nature — of conflict? As part of our ongoing series on the US at 250, we examine the impact of the two world wars. And should you ever use an emoji at work?Listen to “Money Talks” on defence tech upstarts. Guests and host:Henry Tricks, US technology editorAnnie Crabill, a senior digital editorAndrew Palmer, host of “Boss Class” podcastRosie Blau, host of “The intelligence”Topics covered: Pentagon, Palantir, SpaceX, AndurilAmerica 250, Woodrow Wilson, FDREmojis, auberginesListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

In Iran, America is using expensive weaponry against cheap local drones. Can upstart tech companies change the economics – and nature — of conflict? As part of our ongoing series on the US at 250, we examine the impact of the two world wars. And should you ever use an emoji at work?Listen to “Money Talks” on defence tech upstarts. Guests and host:Henry Tricks, US technology editorAnnie Crabill, a senior digital editorAndrew Palmer, host of “Boss Class” podcastRosie Blau, host of “The intelligence”Topics covered: Pentagon, Palantir, SpaceX, AndurilAmerica 250, Woodrow Wilson, FDREmojis, auberginesListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.