Podcasts about flows

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Best podcasts about flows

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Latest podcast episodes about flows

MAP IT FORWARD Middle East
EP 898 Nora Burkey - How Money Flows in the Coffee Development Sector - Map It Forward Middle East Podcast Lee Safar

MAP IT FORWARD Middle East

Play Episode Listen Later Sep 17, 2025 24:17


If you love what we do, become a premium YouTube Subscriber or join our Patreon: • https://www.patreon.com/mapitforward• https://www.youtube.com/mapitforwardCheck out our on-demand workshops here: • https://mapitforward.coffee/workshopsConsider joining one of our Mastermind Groups here:• https://mapitforward.coffee/groupcoachingJoin our mailing list:• https://mapitforward.coffee/mailinglistInterested in our business advisory series for your small, medium, or large business? Email us here: support@mapitforward.org••••••••••••••••••••••••••••••••This is the 3rd of a five-part series featuring Nora Burkey, Executive Director of the US-based Nonprofit, The Chain Collaborative, on the Map It Forward Middle East Podcast, hosted by Map It Forward Founder Lee Safar.Throughout this series, Lee and Nora attempt to answer the question, "Will the Development Sector in Coffee Survive?" and explore all the layers that come with it.This series first aired on The Daily Coffee Pro Podcast by Map It Forward.The five episodes of this series are:1. The Evolution of Development in Coffee - https://youtu.be/cXAZ5Z7MtB42. Do We Need Development Work In Coffee? - https://youtu.be/6wP7HL69kPo3. How Money Flows in the Coffee Development Sector - https://youtu.be/fsHTZ7ogOv04. Myths and Realities of the Coffee Development Sector - https://youtu.be/2Kgyuck-jHE5. The Future of Coffee and Development - https://youtu.be/1KutQX_ix9cIn this episode of the podcast series, Lee and Nora delve into the intricate dynamics of the development sector within the coffee industry. They discuss the significant impact of USAID funding cuts, the disparities in compensation between the nonprofit and corporate sectors, and how these challenges affect coffee farmers. The conversation also explores the broader implications of global trade, capitalism, and the resilience of farmers. Stay tuned for valuable insights on whether the development sector can survive in the volatile coffee industry of 2025.Connect with The Chain Collaborative and Nora Burkey here:nora@thechaincollaborative.orghttps://thechaincollaborative.org/https://www.instagram.com/thechaincollaborative••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailing list

Embodied Astrology with Renee Sills
Where Attention Goes, Energy Flows: Astrology for the Week of Sep 15, 2025

Embodied Astrology with Renee Sills

Play Episode Listen Later Sep 16, 2025 54:42


This week-ahead reading for Sep 15-21, 2025 is an excerpt from today's⁠⁠⁠⁠⁠⁠⁠ ⁠Somatic Space class⁠⁠⁠⁠⁠⁠⁠⁠ with Renee Sills. Today's episode includes a prayer/meditation, noticing the felt sense and full-body effects that emerge when we focus our attention towards gratitude and appreciation.For the full-length forecast and embodied practice for this week,⁠⁠⁠⁠⁠⁠⁠ ⁠purchase the recording here⁠⁠⁠⁠⁠⁠⁠⁠.

The Barber's Chair Network
79th & Halas Ep.273 | Embracing Rebuild

The Barber's Chair Network

Play Episode Listen Later Sep 15, 2025 30:33


Scott & Flows breakdown the Bears blowout loss to the Detroit Lions & discuss the need for not only the Bears but Bears fans to fully embrace a rebuild. FOLLOW SCOTT ON SOCIAL MEDIA: https://x.com/BarbChairScott https://www.tiktok.com/@barbchairscott https://www.instagram.com/barbchairscott https://www.x.com/79thAndHalas Follow & Subscribe to the Barber's Chair Network on Spotify & Apple Podcasts Spotify: https://open.spotify.com/show/4nFJnUOYMmA78twcDnZgVz Apple Podcasts: https://podcasts.apple.com/us/podcast/the-barbers-chair-network/id1643892831 Subscribe to the Barber's Chair Patreon: https://www.patreon.com/c/BarbersChairNetwork BUY YOUR BARBER'S CHAIR MERCHANDISE: https://www.bcnetshop.com/ VISIT: https://www.thebcnet.com/ SUBSCRIBE: https://www.patreon.com/BarbersChairNetwork

TD Ameritrade Network
Watching Money Flows to Find Market Winners: STX, HUM & More

TD Ameritrade Network

Play Episode Listen Later Sep 12, 2025 8:20


Lucas Downey compares the post-tariff rally to the post-Covid rally and highlights the factors he says can support the markets climbing even higher. He focuses in on money flows, pointing out major interest in AI-related companies. For example, he notes “non-stop inflows” into Seagate Technology (STX), and flows into healthcare companies like Humana (HUM). He believes it is a “stock picker's market” and says investors should focus on “best in breed” companies.======== 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

FICC Focus
EM Lens: Risk Appetite Is Improving, Capital Flows to Follow

FICC Focus

Play Episode Listen Later Sep 12, 2025 21:49


Foreign demand for emerging-market local debt is improving, as overseas investors pursue yield differentials amid diminishing currency volatility. Bertrand Delgado, head of Latin America strategy at Societe Generale, joins Damian Sassower, Bloomberg Intelligence's chief emerging market fixed income strategist, to assess macroeconomic conditions across Latin America and the broader EM landscape, with implications for institutional investors across the globe. Delgado and Sassower touch on topics ranging from portfolio flows and foreign direct investment to cross-asset volatility and currency skew.

TD Ameritrade Network
Pre-CPI Early Put Flows, NVDA Upgrade Before Thursday's Open

TD Ameritrade Network

Play Episode Listen Later Sep 11, 2025 7:07


"We haven't seen a lack of liquidity," says Kevin Green. He kicks off Morning Movers with a look at this week's rally bucking historical seasonality trends in September, being fueled by Oracle (ORCL) and the A.I. trade. To the upside, KG's watching $6575 for the S&P 500 (SPX) with $6485 as a potential downside range. He says rotation patterns taking place could be pretty "mechanical" but admits that upside momentum appears to be continuing. Later, KG reacts to a Street upgrade for Nvidia (NVDA) before previewing the August CPI print.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Real Investment Show Podcast
9-10-25 Money Flows Bolster Markets | Before the Bell

The Real Investment Show Podcast

Play Episode Listen Later Sep 10, 2025 3:35


Money flows have been positive over the past few weeks, yet markets have not advanced much. Relative strength is picking up, but still in a negative divergence with the market itself. However, momentum remains very, very slow even as stocks continue to rise. Only slowly. There is a significant gap between the market and the MAG-7. More inflation prints coming in the latest CPI & PPI reports, and if they come in weaker than expected, along with the recent disappointing employment numbers, the odds increase of a 50-bp rate cut by the Fed.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- 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/ #MoneyFlows #RelativeStrength #CPI #PPI #Inflation #MarketDeviations #NegativeDivergence #MarketCorrection #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Nocturnal Radio Live! Podcast
Mitty Fresh n' Da Gang - Concrete Flex

Nocturnal Radio Live! Podcast

Play Episode Listen Later Sep 10, 2025 3:19


Mitty Fresh n' Da Gang - Concrete Flex www.nocturnalradio.live // www.mitchellfrederick.com This is a Mitty Fresh Production… Yeah… uh… New York state of mind… Streets talk, we don't rewind… Concrete flex, money on deck, Diamonds on ice, but the city in check, Runnin' these blocks, we earnin' respect, From the Bronx to BK, we stack and protect. Corner store dreams, lit by the neon, Shooters stay quiet, but they always see one, Moves on the low, gotta play it strategic, Flows mathematical, grind encyclopedic. Hustle in the cold, where the night don't sleep, Voices in the stairwell, secrets they keep, Concrete jungle, survival is law, Money on the table, ambition raw. Concrete flex, money on deck, Diamonds on ice, but the city in check, Runnin' these blocks, we earnin' respect, From the Bronx to BK, we stack and protect. Brownstones echo, subway shake, Dreams built bigger than the risks we take, Trap on fire, but the flow stay froze, Power in the voice, everybody knows. Triple-time cadence, words overlap, Numbers go crazy when I drop that rap, Hov in the blueprint, kings with a pen, But the style stay fresh when the beat drop in. Streets don't sleep, they just rotate, Life on the line, gotta hold weight, Checks get signed, but the grind pure pain, Concrete flex, put respect on the name. Concrete flex, money on deck, Diamonds on ice, but the city in check, Runnin' these blocks, we earnin' respect, From the Bronx to BK, we stack and protect. This is New York, born from the grind, Legends made here, one of a kind, Concrete flex, it's more than a rhyme, Mitty Fresh on the beat, timeless design. This is a Mitty Fresh Production… Yeah… uh… Bright lights fade… but the hustle alive, In the city of stone, only strong survive. Concrete flex, pressure applied, From Queens to the Heights, we let the money decide, Steel veins pumping, respect worldwide, This the part two, watch the city collide. Subway roar, echo in the veins, Streetlights flicker, blood in the drains, Every block built on stories untold, Legends carved deep in the concrete cold. Wordplay heavy, cadence cut raw, Every rhyme brick like a hustler's law, Shadow in the alley, voice in the rain, Power in the pain, ambition remains. Concrete flex, pressure applied, From Queens to the Heights, we let the money decide, Steel veins pumping, respect worldwide, This the part two, watch the city collide. Gold on my wrist but the soul stay hungry, Boardroom suits still built from the ugly, Flow stay surgical, bars like a scalpel, Life in the jungle, the grind is the chapel. Triplets in the rhyme, flow like a chase, Gunna-type bounce with a Brooklyn bass, Every word sharp, double-time precision, Blueprint dreams with a Hov-like vision. Skyscrapers watch, shadows move fast, History repeats, but the future gon' last, Concrete flex, yeah the city's our stage, Written in the lights, every block, every page. Concrete flex, pressure applied, From Queens to the Heights, we let the money decide, Steel veins pumping, respect worldwide, This the part two, watch the city collide. Concrete flex, part two in the book, Streets still talking, take another look, From the bottom to the top, the design stays true, New York heartbeat, forever brand new.

RealAgriculture's Podcasts
Shifting canola trade flows: Australia, China, and South America's impact on demand

RealAgriculture's Podcasts

Play Episode Listen Later Sep 10, 2025 19:26


As the largest buyer of canola seed from Canada, China’s actions to restrict imports of Canadian canola seed, oil, and meal carry undeniable weight in the market, and the long-term market implications may be more complex than they appear at first glance. Speaking with Shaun Haney on RealAg Radio, Jon Driedger of LeftField Commodity Research... Read More

The OUTThinking Investor
The Price of Policy: Taxes, Tariffs, and Capital Flows

The OUTThinking Investor

Play Episode Listen Later Sep 9, 2025 24:52


Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the tariff headlines—illustrating how the impact of these policies continues to evolve. In a dynamic policy environment, taxes and tariffs could create new implications for asset classes, sectors, and market structures.  This episode of The Outthinking Investor explores macro implications from taxes and tariffs, how policy changes are shaping the way investors allocate capital, and why economic growth could be more resilient against higher tariffs than in the past.  Our guests are: Douglas Holtz-Eakin, President of the American Action Forum and former Director of the Congressional Budget Office Kimberly Clausing, professor of tax law and policy at UCLA School of Law and former lead economist in the US Treasury's Office of Tax Policy Jeffrey Young, Head of Investment Strategy for PGIM's quant team Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

Leaders, Innovators and Big Ideas - the podcast
Success Sidekick: Navigating Marketing's Ebbs and Flows

Leaders, Innovators and Big Ideas - the podcast

Play Episode Listen Later Sep 9, 2025 12:04


In this episode host Rea Hailley continues her series called "five questions and one wild story fempreneurs to watch for". Her guest, Dee Higdon, takes us on a journey through her dynamic career as a strategic marketing consultant. Listen in as Dee shares her unique approach to helping businesses maximize their potential by becoming an integral extension of their team. She emphasizes the importance of deep connection with clients and the immense satisfaction derived from witnessing transformative results. Dee also conveys the surprises she brings to her clients with her hands-on involvement and diverse experience in marketing and communications. This episode is filled with practical advice for female entrepreneurs, encapsulating lessons on embracing growth through continuous learning and authentic self-expression. Thank you for listening to the Leaders, Innovators and Big Ideas podcast where we showcase fascinating people who are Leaders, Innovators, and have Big Ideas! Host: Rea Hailley Driven by a deep-seated belief in the power of entrepreneurship, Rea leads New Idea Machine in empowering businesses with innovative digital solutions. Having witnessed the grit and triumph of her parents building a business from scratch, Rea is passionate about enabling significant revenue growth and seamless operations for startups and Small/Medium Businesses, ensuring their dedication translates into tangible success. Guest: Dee Higdon is a marketing consultant who helps businesses shine brighter online.✨She combines expert guidance and seamless execution, helping you see the way—and then walking it with you, step by step.  Show Links: Dee Higdon Creative  Show Quotes: "I am a success sidekick, in addition to a marketing consultant. I'm here to see your success happen and to drive it forward." "The more you try to appeal to everybody, the less effective your marketing is; lean into authenticity." "You're never done learning, and sometimes you have to take action even if you're not 100% prepared or confident." Credits... This Episode Sponsored By: New Idea Machine Episode Music: Tony Del Degan Creator & Producer: Al Del Degan  

Investing Experts
Liquidity flows, volatility shocks

Investing Experts

Play Episode Listen Later Sep 8, 2025 41:59


Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.Show Notes:This Week Could Bring The Fed's Worst Nightmare: StagflationPortfolio Protection For Volatility RiskEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

DeFi Slate
ETF Flows, Predition Markets and DeFi VC with Steven McClurg and Eric Chen

DeFi Slate

Play Episode Listen Later Sep 6, 2025 58:43


The Rollup TV is brought to you by:Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Vertex: https://vertexprotocol.com/Subsquid: https://www.sqd.ai/Join The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Health Coach Nation
Fill Your Pipeline: The 5 Launch Flows With Danielle Weil

Health Coach Nation

Play Episode Listen Later Sep 5, 2025 22:07


FULL SHOW NOTES: https://www.haileyrowe.comer/pipelineJoin my free Facebook community for business support & to connect with other health coaches: https://www.facebook.com/groups/themarketinghubgroup/Facebook: https://www.facebook.com/haileyrowecoachInstagram: https://www.instagram.com/hailey_roweTwitter: https://www.twitter.com/hailey_rowe

Kite Consulting
Organic Milk Matters: Understanding Market Flows and Forage Challenges

Kite Consulting

Play Episode Listen Later Sep 5, 2025 46:35


This week on the Kite Podcast, hosts Will Evans and Ben Eagle are joined by Rob Daykin, Managing Director of Daykin Partnership and organic farmer Will Armitage, as they delve into the current state of the organic milk sector. The episode explores milk flows, forage availability and the challenges faced by organic farmers in today's climate. Rob shares insights from his extensive experience in organic farming and consultancy, while Will discusses the impact of weather conditions on forage stocks and the strategies he's employing to navigate these challenges. The conversation highlights the resilience of the organic sector amid ongoing pressures and the importance of maintaining a stable supply for consumers. Chris Walkland also returns with his market report, providing a detailed analysis of the latest developments affecting the dairy market, including significant fluctuations in prices and the implications for organic producers. Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of Dairy Consulting Ltd or its affiliated companies. The views of the presenter are personal and may not be the views of Dairy Consulting Ltd. The contents of this podcast are the copyright of Dairy Consulting Ltd.

Talking Real Money
Passive Bubble?

Talking Real Money

Play Episode Listen Later Sep 4, 2025 44:28


Don and Tom dismantle the “passive bubble” trope, walk through Morningstar's active/passive scorecard (great one-year anecdotes vs brutal long-run stats), and recap the steady shift of investor dollars toward indexing. A caller tries to drag the show into politics via data independence (BLS/Fed), prompting a level-headed reminder that markets price reality over rhetoric. The TSP's revamped I Fund gets kudos for finally adding emerging markets (with a nudge to pair it with value tilts outside TSP). Two meaty segments cover long-term care: costs, weak benefits on traditional policies, when hybrids can make sense, and why many households effectively self-insure or rely on Medicaid as the backstop. Another caller asks about Die With Zero; verdict: great mindset—if your plan already covers worst-case needs. 0:05 Holiday opener, calls invite, “passive is a bubble?” setup 2:06 Is price discovery “broken” if money flows to index funds? 2:40 Active still >50% of U.S. fund assets; global passive ≈20% AUM 4:22 Morningstar barometer: 42% of active beat in 1-yr… so 58% didn't 6:36 Long-run stats: 3-yr 17.7%, 5-yr 8.2%, 10-yr 2.5%, 15–20-yr ≈~1% of active beat 8:32 Flows: from 1 in 20 dollars passive ('97) to 1 in 2 today; costs matter 10:58 Caller (Sammamish): data independence, politics, rates, inflation risk; market effects vs reality 16:19 Inbox: TSP update—I Fund now includes EM; still thin on value/small tilts 18:32 Why add small/value (incl. intl); performance pops don't change the case 22:26 Caller (LTC): traditional vs hybrid; math on premiums, caps, Medicaid backstop 26:37 Basic quote math: ~$1,900/yr at 60 for ~$150k cap; lump-sum hybrids trade-offs 29:10 Caller (Maya, Los Altos): Die With Zero—great if plan covers tail risks; most retirees can't 34:38 Caller (Americus, GA): Mutual of Omaha pitch; self-insure debate; taxes/deductions misconceptions 38:55 Wrap: how to send questions; where to get advice Learn more about your ad choices. Visit megaphone.fm/adchoices

Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
Will Crypto ETF Flows Trigger the Next Altseason? w/ James Seyffart

Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse

Play Episode Listen Later Sep 4, 2025 46:04


In this episode, Bloomberg ETF analyst James Seyffart breaks down how the Ethereum ETF approval could be the Trojan Horse that unlocks a tidal wave of altcoin ETFs, think Solana, XRP, DOT, LINK, and more. But here's the twist: are the real gains hiding in public equities and digital asset treasuries (DATS) instead of tokens?~~~~~

Vertical Research Advisory
VRA Investing Podcast: Bull Market Broadens as Small Caps Surge and Liquidity Flows - Kip Herriage - September 4, 2025

Vertical Research Advisory

Play Episode Listen Later Sep 4, 2025 23:03


In today's show, Kip breaks down a stellar day on Wall Street, highlighting new all-time highs for the S&P 500 and major moves in sectors like small caps and semiconductors. He digs deep into the market's broadening strength, the powerful wave of liquidity propelling this bull market, and why falling interest rates could be the biggest untold story driving everything higher. Kip also tackles some headline making news from the Federal Reserve, exploring the latest controversy around Governor Lisa Cook and what it could mean for Fed independence and market policy plus what to watch as Trump and his allies look to shake up America's financial system. Tune into today's podcast to learn more.

TD Ameritrade Network
Nasdaq August Retail Trading Flows Favor ‘Digital Utilities'

TD Ameritrade Network

Play Episode Listen Later Sep 3, 2025 8:59


Jillian DelSignore from Nasdaq recaps their August retail trading flows. She notes two themes of interest: flows into sectors like cybersecurity & AI, which she argues are “digital utilities,” and flows into banks, with “strong, strong momentum” behind the KWEB ETF. Jillian also explains aggressive flows into QQQI as she discusses what retail traders were buying in August. She explores educational resources for ETF investors and why they are critical for any market participant.======== 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

Lead-Lag Live
Narratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss

Lead-Lag Live

Play Episode Listen Later Sep 3, 2025 16:31 Transcription Available


In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets.From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places.In this episode:– Why headline EM returns can mask strong tech-led performance– How stripping out banks/energy/SOEs changes the EM picture– What a weaker dollar means for global rebalancing out of U.S. equities– Where growth actually lives: names like TSMC, Alibaba, Tencent, Mercado Libre– How to think about EM “growth factor” exposure alongside broader EM allocationsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #Investing #GlobalEquities #USDollarStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

RBN Energy Blogcast
Don't Stop Believin' - The Push to Enable Higher Appalachian Gas Flows Into North Carolina

RBN Energy Blogcast

Play Episode Listen Later Sep 2, 2025 11:52


DeFi Slate
Premia Labs' Alpha, Monad's Next Chapter, Markets, ETF Flows and DeFi Yields with Aya Kantorovich, Shiliang Tang, Kevin McCordic and Cozy

DeFi Slate

Play Episode Listen Later Sep 2, 2025 114:42


The Rollup TV is brought to you by:Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Vertex: https://vertexprotocol.com/Subsquid: https://www.sqd.ai/Join The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Living Business
41. We're Back, Rach Steps Down From BBE & Embracing Aging

Living Business

Play Episode Listen Later Sep 2, 2025 44:15


After a 3 month hiatus, we're back in your ears and for the first time - on your YouTube screens!We catch up, share big business updates, get onto the topic of aging, income fluxes and share some of the tea from Rach's hen do. Enjoy, and if you're happy we're back please do leave us a comment, share the pod, follow and rate us if you haven't already. Loads of love, Soph & Rach XChapters:00:48: Reunion after Hiatus03:47: Soph's Business Updates09:12: Not Working During Summer12:00: The Ebbs & Flows of Income15:00: Rach's Business Updates17:26: High Functioning Couple21:12: The Gift of Aging27:53: Rach's Wedding Planning31:12 Soph Has Been Demoted40:25: Current OfferingsLinks: Soph's Links:Instagram: ⁠https://www.instagram.com/the.slow.ceoWebsite: ⁠https://www.theslowceo.orgBook A Free Business Boost Call: https://www.theslowceo.org/book-a-call-ig Rach's Links:Instagram: ⁠https://www.instagram.com/rachaeljohanna_/⁠ Website: ⁠https://www.rachaeljohanna.com/⁠ Breath Body Earth IG: ⁠⁠https://www.instagram.com/breathbodyearth⁠⁠ Breath Body Earth Website: ⁠⁠https://www.breathbodyearth.org/⁠⁠ 

The Junior Kekuewa Jr. Show from Hawaii!

In this episode, Junior shares a powerful truth about how human beings are designed: what you focus on intensifies. If you focus on negativity, you attract more of it. But if you shift your focus to positivity, you not only feel better — your entire life begins to improve.Junior explains how there is no limit to the amount of good you can experience and create when you choose to focus on the positive. But on the negative side, the path is limited — it only leads to the streets, to prison, or eventually, the graveyard. And once you're in the graveyard, that's the end of the road.As Junior always says, “Life is short. Live your dreams.”There's no limit to how many dreams you can live — as long as you stay focused on what's good, possible, and uplifting.If you'd like to work with Junior, visit www.hereforyoulifecoaching.com or email him directly at junior@hereforyoulifecoaching.com.Here For You Life Coaching is a Voicemaster Enterprises LLC company. © 2025 All rights reserved.

Broken Pie Chart
Is Nvidia Getting Cheaper? | No Inflation | New Entrants to S&P 500 Index | Flows Into Ethereum ETFs

Broken Pie Chart

Play Episode Listen Later Aug 31, 2025 48:22


Derek Moore and Michael Snyder touch on Nvidia post earnings to see whether the options market go the expected moves right or not. Then, they explore Interactive Brokers replacing Walgreens in the S&P 500 Index and how new entrants are often a big, overlooked aspect of S&P earnings growth. Then, they once again check in on the Fed and PCE Inflation which while not dropping isn't rising either. Later they look at how the Atlanta GDP Now model shows increasing growth while personal income is rising as well, so what could go wrong?   Nvida post earnings options moves Why Nvidia long straddles before earnings didn't' work Personal Income is rising PCE Personal Consumption Index is flat Cumulative flows into Ethereum are driving price New entrants and drops from the S&P 500 Index Interactive Brokers replaces Walgreens in S&P 500 Index Vanguard VXF ETF Extended Markets Gives Potential S&P 500 Candidates The Fed and the interest rate probabilities for a cut through end of 2025 Atlanta Fed GDP Now Nvidia Forward PE Ratio vs Forward EPS Estimates vs Price   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com     

TD Ameritrade Network
Gold Flows Driven by ‘Western Investor' as Central Bank Demand Slows

TD Ameritrade Network

Play Episode Listen Later Aug 29, 2025 8:35


Joe Cavatoni from the World Gold Council discusses gold near all-time highs and how the expectation of a Fed rate cut is affecting price. “The Western investor is definitely driving the flows right now,” he says, using ETFs as a proxy. The options and futures markets are showing “risk trading” that could cause more price volatility in the short term, he adds.======== 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

Justice & Drew
Hour 1.1: It Comes and Goes, Ebbs and Flows

Justice & Drew

Play Episode Listen Later Aug 28, 2025 8:17


Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Justice & Drew
Hour 1.2: It Comes and Goes, Ebbs and Flows

Justice & Drew

Play Episode Listen Later Aug 28, 2025 9:58


Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Justice & Drew
Hour 1.3: It Comes and Goes, Ebbs and Flows

Justice & Drew

Play Episode Listen Later Aug 28, 2025 20:59


Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Justice & Drew
Hour 1.1: It Comes and Goes, Ebbs and Flows

Justice & Drew

Play Episode Listen Later Aug 28, 2025 8:17


Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Institutional Real Estate, Inc. Podcast
Episode 1311: Editors' Roundtable: AI boom (and bust?), jobs, inflation and infrastructure and real estate capital flows

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Aug 28, 2025 27:39


IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

Institutional Real Estate, Inc. Podcast
Episode 1310: Editors' Roundtable: AI boom (and bust?), jobs, inflation and infrastructure and real estate capital flows

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Aug 28, 2025 27:39


IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

Institutional Real Estate, Inc. Podcast
Episode 1312: Editors' Roundtable: AI boom (and bust?), jobs, inflation and infrastructure and real estate capital flows

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Aug 28, 2025 27:39


IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

Opportunity Zones Podcast
How OZ 2.0 Is Changing Capital Flows (Episode 356)

Opportunity Zones Podcast

Play Episode Listen Later Aug 27, 2025 41:31


How is OZ 2.0 changing capital flows into Opportunity Zone funds? Peter Ciganik of GTIS Partners joins the show to discuss how permanence is boosting investor confidence, why institutions are returning, and GTIS's strategy across multifamily and industrial projects. Show notes & summary: https://opportunityzones.com/2025/08/peter-ciganik-356/

Justice & Drew
Hour 1: It Comes and Goes, Ebbs and Flows

Justice & Drew

Play Episode Listen Later Aug 27, 2025 39:24


Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Justice & Drew
Hour 1.1: It Comes and Goes, Ebbs and Flows

Justice & Drew

Play Episode Listen Later Aug 27, 2025 8:17


Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Lead-Lag Live
Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next

Lead-Lag Live

Play Episode Listen Later Aug 26, 2025 25:53 Transcription Available


In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what's really underpinning today's market momentum.From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the next correction may be bigger than it looks.In this episode:– Why today's market strength is more fantasy than fact– The hidden risks built into passive strategies– The destabilizing role of concentrated index flows– How Fed stimulus has delayed, not eliminated, downside risk– Why mid- and small-cap names matter when the narrative shiftsLead‑Lag Live brings you inside conversations with the financial thinkers who shape markets.Subscribe for interviews that go deeper than the noise.#LeadLagLive #Markets #Investing #SethCogswell #PassiveInvesting #MarketFragility #RunningOakEnergy Rocks: the trending Focus Candy now on sale! or Power up now with Energy Rocks Adult Focus Candy. energyrocks.store/LEAD25OFF. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Market Matters from New York Life Investments
Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)

Market Matters from New York Life Investments

Play Episode Listen Later Aug 25, 2025 15:05


The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week's episode of Market Matters, Lauren Goodwin and Julia Hermann explain why investor demand remains strong and what central bank flows reveal. 

Print Life
The Power of Choice: How to Build a Creative Life That Flows

Print Life

Play Episode Listen Later Aug 25, 2025 24:38


Control is an illusion—but intention? That's where your real power lies. In this episode, I'm sharing a vulnerable reflection on how life threw me off course and what it taught me about creative flow, focus, and letting go of the hustle.If you've been juggling multiple projects, feeling scattered, or telling yourself “I just need to do more,” this episode is your permission slip to pause and choose what actually matters.We talk about:The difference between control and intention (and how knowing that changes everything)Why staying busy feels safe—but keeps you stuckThe surprising freedom that comes from choosing one clear path (just for now)What to do when life pulls you off track—and how to come back with graceIf you've been craving creative clarity and direction, I hope this episode feels like a breath of fresh air. It's okay to slow down. It's okay to change your mind. And it's powerful to choose again—with purpose.Stay Connected: The Print Life Community: https://printlife.io Follow on Instagram: https://www.instagram.com/printlifeofficial/

The Acquirers Podcast
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

The Acquirers Podcast

Play Episode Listen Later Aug 24, 2025 60:31


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Interplace
Masters of Mess Making and Meaning

Interplace

Play Episode Listen Later Aug 24, 2025 23:50


Hello Interactors,My wife and I recently started watching the mini-series 100 Foot Wave, which follows extreme surfer Garrett McNamara's quest to ride the mythical 100-foot breaker. The show has put Nazaré, Portugal on the map — not just as a place, but as a symbol of human daring against forces far larger than ourselves.At the same time, I've been listening to physicist-philosopher Sean Carroll's recent “solo” podcast on the emergence of complexity, tracing how the universe began in simplicity and blossomed into stars, life, and consciousness. These two threads — towering waves and cosmic arcs — collided in my mind, stirring something that has been swelling in me for years: how to reconcile wonder at life's improbable flourishing with despair at its accelerated unraveling on Earth.Should despair be the only response? Or is it possible, like the surfers at Nazaré, to recognize the peril without surrendering to it — to ride, however briefly, the wave that could also destroy us?THE COSMIC WAVEBeneath the lighthouse bluff at Nazaré, Portugal opens a canyon 140 miles long and three miles deep — three times deeper than the Grand Canyon. Born of tectonic fractures and sculpted over millions of years, it is less a static feature than a force in its own right: a conduit that gathers the ocean's momentum and hurls it shoreward. Swells that elsewhere would pass unnoticed are here magnified into walls of water, indifferent to whether they become playground or grave. Geography conspires — wind, current, and rock — but the canyon itself is an accomplice, a reminder that Earth is never merely stage but actor. For today's surfers, this is possibility. For centuries of fishermen, it was peril. The waves have not changed, but the stance we take toward them has — and that, too, becomes part of the story the canyon tells.So it is with complexity. Every wave begins simple, a long low swell born of distant winds, that crescendos into chaos at the shoreline. It swirls and curls into turbulent foam piqued in curious but dangerous beauty, only to dissolve back into undertow, bubbles, and silence. Our own cosmos follows the same rhythm, driven by the logic of entropy — the tendency of energy to spread, of order to give way to disorder. In the beginning, we know the universe was astonishingly simple and ordered: a hot, uniform plasma, almost featureless in its smoothness.Imagine the origin of life sitting at origin of a graph. It exists orderly in low entropy and low complexity. But entropy is restless. As it advanced diagonally up and to the right disorder increases in a straight line. This opens space for complexity to emerge. Early on in the cosmos tiny quantum fluctuations stretched into patterns, atoms gathered into stars, stars fused new elements as galaxies spun, coalesced, and collided. Imagine this as the complexity line on our graph. It also grows with time but takes the shape of a parabolic wave climbing upward to a smooth crest as it increases in complexity. Meanwhile, entropy ticks steadily up and to the right as a straight arrow of time forever growing in disorder as our universe continues to increase in complexity.We are now somewhere on this complexity curve. And this is the paradox of our middle epoch. Entropy never reverses course — disorder always increases — yet along that trajectory the complexity within we live crests, like a wave gathering its final height. For a sliver of cosmic time, the universe has been rich, complex, and with structure. On at least one world in the cosmos, life emerges and even creates complex organisms like us. But if entropy pushes inexorably forward, complexity will not hold indefinitely. Stars will exhaust their fuel, galaxies will drift into darkness, and matter itself may decay. This diagram reminds us that complexity rises only to fall again, tracing an arc back toward simplicity even as entropy continues its steady climb.In this framing, the universe is not a march from order to chaos but a cycle of simple-to-complex-to-simple played out against entropy's one-way slope. We live in a fleeting middle where complexity momentarily flourishes. Like the wave at Nazaré, born as a long low swell, steepening into a towering wall of water, then dissolving again into foam, undertow, and silence, our cosmos crests only once. The question is not whether entropy wins — it does — but how we dwell, and what we make of meaning, within the brief surge of complexity it permits.It took a lot to get us to this point. This complex space that entropy has carved within cosmic time leaves room for novelty. Complexity flourishes locally even as disorder deepens globally. Out of this novel initial imbalance, life emerged — fragile metabolisms harvesting energy from their surroundings, weaving temporary order against the grain of entropy. From single-celled organisms to multicellular bodies, from photosynthesis to predation, biology layered new strategies of survival atop older ones. Evolution diversified life into forests and reefs, wings and fins, neural nets and circulatory systems. These proliferations multiplied niches where order could briefly hold, even as the larger cosmos drifted toward disorder.Only much later did consciousness arise, one of evolution's rarest experiments: a capacity not merely to metabolize energy but to reflect upon the arc of complexity itself. With awareness came memory, imagination, culture — tools for navigating the turbulence of entropy's middle chapter. Entropy still holds the reins: the universe will drift back toward simplicity, whether into a thin uniform haze or some other quiet ending. Yet here, in the middle, entropy's detour has produced extravagant complexity — including beings capable of gazing back at the wave that carries them and wondering what it means.THE INDIFFERENT EARTHThis same gaze can also induce speculation. Like speculative realism. Emerging in the early 2000s as a reaction against a tendency to keep reality tethered to human thought and language, its central claim is stark: the world is indifferent to us. Planets orbit, tectonic plates shift, and waves break whether or not anyone is there to see them. From this view, complexity arises from imbalances in matter and energy, from unfinished processes that unfold far beyond human agency. The wave doesn't care whether it is surfed or feared; it builds from wind, water, and terrain, cresting and dissolving with no meaning to maintain.Animated globe of tectonic plates shifting across hundreds of millions of years, reminding us that Earth's movements unfold indifferent to human presence or perception. Source: Reddit. And below is where we go from here:This speculation hits another conscious reality — optimism. Human optimism is as hard to contain as its constant refrain. Born of the Enlightenment but rebirthed amid the industrial expansion, world wars, and scientific breakthroughs of the early 1900s, modernist optimism leaned confidently on reason and science — a conviction that human ingenuity could transcend natural limits and bend uncertainty toward progress. Time and again, human ingenuity has found ways to stretch the boundaries of what seemed natural limits. Agricultural revolutions multiplied food production beyond what Malthus thought possible. Industrialization transformed energy regimes, substituting fossil carbon for dwindling forests. Urban innovations — from sanitation to electrification — allowed cities to grow far past the thresholds that once doomed them to collapse. Each leap suggested that collapse was not destiny but averted through cleverness.This pattern sustains modernist faith: that humans can intervene wisely in the unfolding of complexity. Where speculative realism emphasizes the indifference of natural forces — entropy driving stars and systems toward disorder regardless of our designs — modernist thought wagers otherwise. It insists that ingenuity allows us not merely to endure the swell but to ride it, to carve temporary stability out of turbulence. In this view, the challenge of complexity is not simply to recognize its inevitabilities but to cultivate the foresight, restraint, and imagination that let human life persist in its fragile middle.That is if humans “don't do dumb things.” In other words, humans can and should preserve the conditions that let life and intelligence persist locally, even as the universal drift of entropy continues.Armed with the mathematical models that fuel both scientific confidence and human hubris, the world can appear elegant — even in its ugliness. Amidst entropy following a relentless trajectory we see scaling laws enfold organisms, cities, and civilizations alike. The planet itself is rendered as a singular complex system drifting through cosmic time. The physicist's gaze simplifies this by design — reducing frictions, stripping away differences, until only lawlike arcs remain. As the polymath Heinz von Foerster once put it, “Hard sciences are successful because they deal with the soft problems; soft sciences are struggling because they deal with the hard problems.”Geography, by contrast, cannot ignore what falls through those cracks. The sweep of cosmology may remind us that complexity is not uniquely human — stars ignite, galaxies cluster, black holes churn — but such vistas stretch horizons so far that human lifetimes blur into insignificance. Civilizations, like waves, crest and crash in an instant against the span of cosmic time.To move closer in, at a planetary scale, complexity narrows to the thin envelope where oceans, land, and atmosphere intertwine. It is within this fragile band that agriculture took root, cities rose, and civilizations flourished. Yet scientists, equipped with hard science, warn that this Holocene balance has already been breached. The “safe operating space” is no longer secure; the planetary is already in transition.But even “the planetary” is too smooth a category. These upheavals are not shared evenly across the globe. They are bound to the ground — to places where histories sediment and lives unfold. From colonial dispossession to infrastructures of extraction, from economic logics that amplify inequality to political systems that harden vulnerability, complexity here is never neutral. It is situated, entangled with geographies of power and precarity. What some describe as “geography envy” names this tension: physicists are drawn to Earth as a rich arena for testing universal models, yet in the process often flatten the contextual and uneven dynamics that geographers insist cannot be ignored. Geography refuses such reduction. It insists that the Earth is not merely a planetary system but a lived ground, fractured, uneven, and resistant to smooth incorporation into law-like arcs.Speculative realism cuts deeper. It reminds us that both elegant arcs and messy ground are parts, never the whole. Reality is not exhausted by smooth models or contextual accounts; it exceeds them both. The planetary is not a canvas awaiting inscription, nor a kaleidoscope of situated and entangled stories. It is a force-field of matter and relation, where floods, famines, extinctions, and upheavals erupt whether or not we have the language to make sense of them.Our minds, perhaps not yet evolved past binary thinking, want to declare one frame the winner: cosmic order or earthly mess. Modernism sought mastery through universal reason; postmodernism countered by unraveling every claim to stability. But metamodernism, a paradigm emerging in the 2010s, tries to move differently. It oscillates between these poles. It yearns for universal arcs while acknowledging the irreducible particularities of lived experience.To see the “planetary” through this lens is to move between entropy's inevitability and the instability of farmers, migrants, and city dwellers negotiating disrupted climates, markets, and states. Flows of capital expose some regions more than others, while systems of governance distribute or intensify that exposure. Human choices, bounded by perception and culture, compound these structural forces in ways behavioral geographers have long traced. All this unfolds across terrains and climates that set the boundaries of risk, while the distribution of plants, animals, and microbes reveals how even the nonhuman world is entangled in shifting geographies of survival.DWELLING IN DUMBNESSComplexity, then, cannot be abstracted into a question of whether it will continue. It will — cosmically, biologically, and geologically. The sharper question is how the continuities of our lived complexity register unevenly: whose livelihoods collapse, whose infrastructures crack, whose communities adapt or perish. Physics asks what the laws are; geography insists on whose lives are caught in them, whose ground is destabilized, and at what cost. Speculative realism pushes both disciplines to admit they never touch the whole: the real always exceeds our grasp, even as we are swept inside its turbulence.Even as we oscillate, it's unsettling to accept that the Holocene's narrow band of stability — the “safe operating space” — is already behind us. The so-called Great Acceleration shows that nearly every Earth system indicator — from carbon concentration to biodiversity loss, from ocean acidification to nitrogen cycles — has surged beyond Holocene bounds in the span of a single human lifetime. More specifically, the lifetime of my parents and/or me. These curves do not slope gently toward some distant tipping point; they spike upward, marking thresholds already crossed. Talk of future risk obscures the present tense: destabilization is not looming; we are living it. The rhythms of climate, soil, and water no longer conform to the stable backdrop against which civilizations emerged.And yet, here again, we are re-inscribing the Earth as a backdrop through statistics. This triggers a tendency to mother our “Mother Earth”. We've taken her thermometer out, read the value, and have reasoned her temperature is life threatening. Humans can't resist caring for ailing life. But branches of geophilosophy warns us to wake up. The planet is no patient and we're no doctor. Fires, tectonics, and oceans act with or without us, indifferent to notions of care, justice, or intention found in advanced organisms. The Anthropocene is not solely the record of human decisions but the scene of inhuman forces that have long shaped life's precarious conditions. Here speculative realism returns — reality unfolds beyond our categories, whether in cosmic entropy, metabolic scaling, or the volatile indifference of a sick and angry Mother Earth…or the violence of an impending wave.I recognize this indifference but also recognize it does not absolve us. If anything, it should sharpen the ethical demand. To dwell within dumbness is to accept that the wave is already forming, but also to recognize that some bodies are naturally positioned closer to its break, some can't surf, and others are made to suffer the buffering effects of a crashing wave. Metamodernism's pendulum of tragic optimism may just offer a way through the wash. We need not kneel to the naïve belief in perpetual progress, nor retreat into ironic despair, but foster an ethic of persistence that takes seriously both human responsibility and inhuman indifference.Like Nazaré's canyon, the Anthropocene multiplies force from conditions already set in motion. Swells crest into walls that thrill the few who ride but have long drowned those with fewer choices. Complexity will continue, but justice requires asking not only how we dwell in turbulence, but whose lives are lifted, and whose are pulled under. The wager is no longer whether to master the wave. It is whether we can learn to inhabit it without denying the unequal costs it exacts. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit interplace.io

The Cloud Pod
317: I Got 99 Problems, But a Hallucination Ain't One

The Cloud Pod

Play Episode Listen Later Aug 23, 2025 88:42


Welcome to episode 317 of The Cloud Pod, where the forecast is always cloudy! Justin, Matt, and an out-of-breath (from outrunning bears) Ryan are back in the studio to bring you another episode of everyone's favorite cloud and AI news wrap-up. This week we've got GTP-5, Oracle's newly minted AI conference, hallucinations (not the good kind), and even a Cloud Journey follow-up. Let's get into it!  Titles we almost went with this week: Oracle Intelligence: Mission Las Vegas AI World: Oracle’s Excellent Adventure AI Gets a Reality Check: Amazon’s New Math Teacher for Hallucinating Models Jules Verne’s 20,000 Lines Under the C GPT-5: The Empire Strikes Back at Computing Costs 5⃣Five Alive: OpenAI’s Latest Language Model Drops GPT-5 is Alive! (And Ready for Your API Calls) From Kanban to Kan’t-Ban: Alienate Your User Base in One Update No More Console Hopping: ECS Logs Stay Put Following the Paper Trail: ECS Logs Go Live The Pull Request Whisperer Five’s Company: DigitalOcean Joins the GPT Party WireGuard Your Kubernetes: The Mesh-iah Has Arrived EKS-tending Your Reach: When Your Nodes Need a VPN Alternative Buttercup Blooms: DARPA’s Prize-Winning AI Security Tool Goes Public From DARPA to Docker: How Buttercup Brings AI Bug-Hunting to Your Laptop Agent 007: License to Query Compliance Manager: Because Nobody Dreams of Filling Out Federal Paperwork Do Compliance Managers dream of Public Sector sheep? Blob’s Your Uncle: Finding Lost Data in the Cloud Wassette: Teaching Your AI Assistant to Go Shopping for Tools Monitor, Monitor on the Wall, Who’s the Most Secure of All? Better Late Than IPv-Never VPC Logs: Now with 100% Less Manual Labor CloudWatch Catches All the Flows in Your Organization The Organization-Wide Net: No VPC Left Behind SQS Goes Super Size: Would You Like to Quadruple That? One MiB to Rule Them All: SQS’s Payload Growth Spurt Microsoft Finally Merges with Its $7.5 Billion Side Piece From Hub to Spoke: GitHub Loses Its Independence Cloud Run Forest Run: Google’s AI Workshop Marathon From Zero to AI Hero: Google’s Production Pipeline Workshop The Fast and the Serverless: Cloud Run Drift A big thanks to this week's sponsor: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our Slack channel for more info. General News  01:17 GitHub will be folded into Microsoft proper as CEO steps down – Ars Technica GitHub will lose its operational independence and be integrated into Microsoft’s CoreAI organization in 2025, ending its separate CEO structure that has existed since Microsoft’s $7.5 billion acquisition in 2018. The reorganization eliminates the CEO position, with GitHub’s leadership team reporting to multiple executives within CoreAI rather than a single leader, potentially impacting decision-making speed and product direction.

The Hamilton Corner
("Best-of" Edition from 7/11) Mental anxiety usually flows from belief in a lie.

The Hamilton Corner

Play Episode Listen Later Aug 19, 2025 49:48


Feng Shui Living: Tips for busy women looking to destress, relieve anxiety, and live with more intention

Are you looking for more wealth and abundance in your life? This episode is for you! I this episode of Feng Shui Living Podcast I'll discuss the Wealth and Abundance Energy center of your home and how to find it! Support the showThanks so much for listening to Feng Shui Living!Hosted by Lisa MortonMake sure you subscribe wherever you listen to podcasts. Follow the podcast here: www.instagram.com/fengshuilivingpodcast Snag the app here: https://app--feng-shui-living-podcast-8ee4c5c2.base44.app www.purelivingwithlisamorton.comwww.instagram.com/purelivingwithlisamortonwww.facebook.com/purelivingwithlisamortonwww.pinterest.com/purelivingwithlisamortonLearn with Elevated Living School of Holistic Design & Feng Shuihttps://www.elevatedlivingschool.com/

The MAP IT FORWARD Podcast
EP 1418 Nora Burkey - How Money Flows in the Coffee Development Sector - The Daily Coffee Pro Podcast by Map It Forward with Lee Safar

The MAP IT FORWARD Podcast

Play Episode Listen Later Aug 13, 2025 24:10


If you love what we do, become a premium YouTube Subscriber or join our Patreon: • https://www.patreon.com/mapitforward• https://www.youtube.com/mapitforwardCheck out our on-demand workshops here: • https://mapitforward.coffee/workshopsConsider joining one of our Mastermind Groups here:• https://mapitforward.coffee/groupcoachingJoin our mailing list:• https://mapitforward.coffee/mailinglist••••••••••••••••••••••••••••••••••This is the 3rd of a five-part series featuring Nora Burkey, Executive Director of the US-based Nonprofit, The Chain Collaborative, on The Daily Coffee Pro Podcast by Map It Forward, hosted by Map It Forward Founder Lee Safar.Throughout this series, Lee and Nora attempt to answer the question, "Will the Development Sector in Coffee Survive?" and explore all the layers that come with it.The five episodes of this series are:1. The Evolution of Development in Coffee - https://youtu.be/Gipyuhd8frw2. Do We Need Development Work In Coffee? - https://youtu.be/Y_QYBav4SbM3. How Money Flows in the Coffee Development Sector - https://youtu.be/mGlrkxQL1q44. Myths and Realities of the Coffee Development Sector - https://youtu.be/YkjD11xqTWY5. The Future of Coffee and Development - https://youtu.be/2wSVlW__unAIn this episode of the podcast series, Lee and Nora delve into the intricate dynamics of the development sector within the coffee industry. They discuss the significant impact of USAID funding cuts, the disparities in compensation between the nonprofit and corporate sectors, and how these challenges affect coffee farmers. The conversation also explores the broader implications of global trade, capitalism, and the resilience of farmers. Stay tuned for valuable insights on whether the development sector can survive in the volatile coffee industry of 2025.Connect with The Chain Collaborative and Nora Burkey here:nora@thechaincollaborative.orghttps://thechaincollaborative.org/https://www.instagram.com/thechaincollaborative/••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailing list

Daily Stock Picks

Wow - CPI - the markets are going in anticipation of a September Rate cut. Why buy now? Won't a pullback happen? Only the market knows, but here are my thoughts. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Barber's Chair Network
79th & Halas Ep.271 | Bears/Dolphins Preseason Week 1 Recap

The Barber's Chair Network

Play Episode Listen Later Aug 11, 2025 53:46


J.R. Bang fills in for Flows and joins Scott as the two recap the 24-24 tie between the Bears & Dolphins & more! FOLLOW SCOTT ON SOCIAL MEDIA: https://x.com/BarbChairScott https://www.tiktok.com/@barbchairscott  https://www.instagram.com/barbchairscott https://www.x.com/79thAndHalas Follow & Subscribe to the Barber's Chair Network on Spotify & Apple Podcasts Spotify: https://open.spotify.com/show/4nFJnUOYMmA78twcDnZgVz Apple Podcasts: https://podcasts.apple.com/us/podcast/the-barbers-chair-network/id1643892831 Subscribe to the Barber's Chair Patreon: https://www.patreon.com/c/BarbersChairNetwork BUY YOUR BARBER'S CHAIR MERCHANDISE: https://www.bcnetshop.com/ VISIT: https://www.thebcnet.com/ SUBSCRIBE: https://www.patreon.com/BarbersChairNetwork

Best Real Estate Investing Advice Ever
JF 3979: CRE Capital Flows, DSCR Constraints, and the Lending Pivot in 2025 ft. John Manning

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 27, 2025 41:16


On this episode of The Horizon, John Chang interviews John Manning, Executive Managing Director at Marcus & Millichap Capital Corporation, to unpack the current lending environment across commercial real estate. Manning outlines why CMBS lending has surged in 2025, citing borrower acceptance of current interest rates, availability of non-recourse loans, and the appeal of full-term interest-only financing. He compares CMBS to banks, life insurance companies, GSEs, and debt funds, highlighting how each fits into the market and why debt funds are becoming dominant for bridge and construction loans. They also look ahead to the next five years, predicting a recovery in transaction volume and capital flows, especially if proposed legislation allows more retirement money to flow into real estate. John Manning Current role: Executive Managing Director, Marcus & Millichap Capital Corporation Based in: Seattle, Washington Say hi to them at: https://www.marcusmillichap.com/advisors/john-manning Visit investwithsunrise.com to learn more about investment opportunities. Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices