Podcasts about Europe

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    Latest podcast episodes about Europe

    Sofia with an F
    It's my birthday!

    Sofia with an F

    Play Episode Listen Later Jul 17, 2025 62:50


    Hey sloots, it's Sofia your favorite water sign and it's my birthday! But the age I'm turning is confidential – please respect my privacy at this time. In case you haven't heard, we have a lot in the works right now at Sloot Media, so for the first time since the show's launch, I'm taking my birthday off and giving you a re-run of my 30th birthday solo episode! It'll ring some bells once you see the guest I have sitting in the chair next to me…Enjoy this special re-run and I'll see you next week xoxo Follow Sofia on:  Instagram - https://www.instagram.com/sofiafranklyn   TikTok - https://www.tiktok.com/@sofiafranklyn   Twitter - https://twitter.com/sofiafranklyn    Threads - https://www.threads.net/@sofiafranklyn  To learn more about listener data and our privacy practices visit: https://ww.audacvinc.com/privacy-policy    Episode Highlights: 00:00 Intro 00:57 Correct birth date + wrong ethnicity 02:54 Career status 04:41 Blade flight + Europe trip 06:19 Episode re-run 08:12 Meet Miss B 09:35 Fluffy pink dress + turning 30 12:27 Birthday adventures 16:02 SWAF is off limits to the BF 18:31 Mad Sofia 23:37 Post hookup etiquette 25:21 Who was that? 32:02 Missing etiquette 34:43 Let's about etiquette 38:24 Setting + delusion 45:30 Question 1: Farting during orgasm 49:12 Question 2: Fetish talk 51:07 Question 3: Mom vs vibrator 53:18 Question 4: Cheating BF To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

    Money Rehab with Nicole Lapin
    Wall Street Roundup: Robinhood's Tokenized Stocks, Paramount's Power Moves, and a Reality Check on Inflation

    Money Rehab with Nicole Lapin

    Play Episode Listen Later Jul 17, 2025 19:49


    It's time for Nicole's weekly roundup of the biggest headlines on Wall Street and how they will affect your wallet. Nicole breaks down Robinhood's buzzy new launch of tokenized stocks in Europe—what that actually means, why it might matter for the future of investing, and what private companies like OpenAI and SpaceX have to do with it. Then, she dives into the Paramount-Skydance merger saga, which has it all: nepo babies, political drama, and regulatory power plays. Finally, we cut through the headlines about rising inflation and explain what really matters for your wallet. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

    Impact Theory with Tom Bilyeu
    Grok 4's Sexy Rebrand, Spain Erupts in Violence, & GOP Blocks Epstein Files: Have We Lost Control? | The Tom Bilyeu Show

    Impact Theory with Tom Bilyeu

    Play Episode Listen Later Jul 17, 2025 91:00


    Welcome back to Impact Theory with Tom Bilyeu! In today's episode, Tom and co-host Drew dive deep into some of the biggest headlines and cultural flashpoints shaping our world. From explosive clashes over immigration and religious identity in Europe, to the ongoing mystery of the Epstein files and the impact of powerful elites keeping secrets, Tom and Drew don't shy away from asking the hard questions. They dissect the economics behind rent control, skyrocketing housing costs, and whether government intervention really helps—or hurts—the average person. The conversation heats up as Drew challenges Tom on the failures and contradictions in America's economic and political systems, taking on everything from corporate stock buybacks to Silicon Valley's tech secrets being shipped to China. You'll also hear their thoughts on the bizarre new world of AI companions, with Grok's flirtatious rebrand, and the changing landscape of dating in New York City. No topic is off-limits as Tom and Drew debate values, identity, the future of the middle class, and how everyday people can navigate a system that seems stacked against them. SHOWNOTES 00:00 Religious Clash and Connection Dynamics 09:22 Global Identity Crisis and Protests 10:53 Debating America's Core Values 16:17 Global Immigration and Cultural Influence 22:13 Judges Suppressing Epstein List Names? 29:51 "The Illusion of Free Goods" 32:19 Rent Controls Hurt Housing Supply 41:23 "History Repeats: Middle Class Struggle" 47:38 Rethink Stock Buybacks for Workers 48:57 Private Equity: Investment and Regulatory Concerns 54:06 From Communism to Free Market Success 59:04 Economic Cycles and Power Shifts 01:05:09 Prioritize Debt Over Negligible Issues 01:13:31 "Corporate Ethics and Global Impact" 01:15:43 Silicon Valley's Influence in China 01:23:23 "NYC Dating: Stealing Salads" 01:25:54 "Join & Subscribe: Be Legendary" CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to ⁠https://www.vitalproteins.com⁠ and entering promo code IMPACT at check out Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at ⁠https://www.itrustcapital.com/tombilyeu⁠  SleepMe: Visit ⁠https://sleep.me/impact⁠ to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping. Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to ⁠https://jerry.ai/impact⁠ Shopify: Sign up for your one-dollar-per-month trial period at ⁠https://shopify.com/impact⁠ What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business:⁠ join me here at ZERO TO FOUNDER⁠ SCALING a business:⁠ see if you qualify here.⁠ Get my battle-tested strategies and insights delivered weekly to your inbox:⁠ sign up here.⁠ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast,⁠ Tom Bilyeu's Mindset Playbook⁠ —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS:⁠ apple.co/impacttheory⁠ ********************************************************************** FOLLOW TOM: Instagram:⁠ https://www.instagram.com/tombilyeu/⁠ Tik Tok:⁠ https://www.tiktok.com/@tombilyeu?lang=en⁠ Twitter:⁠ https://twitter.com/tombilyeu⁠ YouTube:⁠ https://www.youtube.com/@TomBilyeu⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    In Our Time
    Barbour's 'Brus'

    In Our Time

    Play Episode Listen Later Jul 17, 2025 49:26


    Melvyn Bragg and guests discuss John Barbour's epic poem The Brus, or Bruce, which he wrote c1375. The Brus is the earliest surviving poem in Older Scots and the only source of many of the stories of King Robert I of Scotland (1274-1329), popularly known as Robert the Bruce, and his victory over the English at Bannockburn in 1314. In almost 14,000 lines of rhyming couplets, Barbour distilled the aspects of the Bruce's history most relevant for his own time under Robert II (1316-1390), the Bruce's grandson and the first of the Stewart kings, when the mood was for a new war against England after decades of military disasters. Barbour's battle scenes are meant to stir in the name of freedom, and the effect of the whole is to assert Scotland as the rightful equal of any power in Europe.WithRhiannon Purdie Professor of English and Older Scots at the University of St AndrewsSteve Boardman Professor of Medieval Scottish History at the University of EdinburghAndMichael Brown Professor of Scottish History at the University of St AndrewsProducer: Simon TillotsonReading list:John Barbour (ed. A.A.M. Duncan), The Bruce (Canongate Classics, 2007)G.W.S. Barrow, Robert Bruce and the Community of the Realm of Scotland (Edinburgh University Press, 1988)Stephen Boardman, The Early Stewart Kings: Robert II and Robert III (Tuckwell Press, 1996)Steve Boardman and Susan Foran (eds.), Barbour's Bruce and its Cultural Contexts: Politics, Chivalry and Literature in Late Medieval Scotland (D.S. Brewer, 2015)Michael Brown, Disunited Kingdoms: Peoples and Politics in the British Isles, 1280-1460 (Routledge, 2013)Michael Brown, The Wars of Scotland, 1214-1371 (Edinburgh University Press, 2004)Thomas Owen Clancy and Murray Pittock, Ian Brown and Susan Manning (eds.), The Edinburgh History of Scottish Literature, Vol. 1: From Columba to the Union (until 1707), (Edinburgh University Press 2006)Robert Crawford, Scotland's Books: A History of Scottish Literature (Oxford: Oxford University Press, 2009)Robert DeMaria Jr., Heesok Chang and Samantha Zacher (eds.), A Companion to British Literature: Vol 1, Medieval Literature, 700-1450 (John Wiley & Sons, 2014), especially 'Before the Makars: Older Scots literature under the early Stewart Kings' by Rhiannon PurdieColm McNamee, The Wars of the Bruces: Scotland, England and Ireland 1306-1328 (Tuckwell Press, 2001)Michael Penman, Robert the Bruce, King of the Scots (Yale University Press, 2014)In Our Time is a BBC Studios Audio ProductionSpanning history, religion, culture, science and philosophy, In Our Time from BBC Radio 4 is essential listening for the intellectually curious. In each episode, host Melvyn Bragg and expert guests explore the characters, events and discoveries that have shaped our world.

    Business Casual
    Powell's Job in Limbo? & Your 401K May Be Open to Private Markets

    Business Casual

    Play Episode Listen Later Jul 17, 2025 30:24


    Episode 628: Neal and Toby discuss the reports of Trump getting ready to tell Fed Chair Jerome Powell to pack his desk and skedaddle. Then, an executive order from the President may open up 401(k)s to private markets. Also, Ford is issuing another recall…seems to be a recurring issue. Plus, it's Neal's Numbers on the Labubu craze, air conditioning in Europe vs. the US, and obesity.  Meet your local home loan expert at ⁠⁠https://mortgagematchup.com/?utm_source=morning_brew&utm_medium=podcast  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ 00:00 - Dog adoption surges thanks to ‘Superman' 3:10 - Powell's on the hot seat 9:15 - 401Ks could go private 12:10 - Ford Recalls 18:00 - Labubu's rise 20:20 - Euro AC vs US AC 22:20 - Obesity Study 25:30 - Coke real cane sugar

    The Wright Report
    17 JULY 2025: Trump, Epstein, and the Daughter of James Comey // Trump Gets Crafty With Immigration Strategy // Global News: Spain Riots, Gaza Stampede, Mali's Stolen Gold

    The Wright Report

    Play Episode Listen Later Jul 17, 2025 26:25


    Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump Rejects Epstein Obsession, Fires Comey's Daughter President Trump lashes out at MAGA supporters still focused on the Epstein case, calling them “past supporters” duped by a hoax. Meanwhile, the DOJ fires Maurene Comey, James Comey's daughter and a former Epstein-related prosecutor. Bryan notes how bizarre the case has become, especially with Ghislaine Maxwell now appealing to the Supreme Court under Epstein's old plea deal. Trump Uses IRS Data to Locate and Deport Illegal Immigrants The administration is now using IRS records, including ITIN filings, to track down updated addresses for undocumented migrants. Democrats warn of racial profiling and mass arrests, but a court has upheld the program. ICE arrests are climbing toward an annual pace of 330,000, with new policies encouraging self-deportation and long-term detention for those apprehended. Eswatini Accepts U.S. Deportees the World Refuses to Take The African kingdom of Eswatini has agreed to imprison deportees that countries like Cuba, Yemen, and Laos refuse to accept. King Mswati III has taken in five convicted criminals for now. Bryan praises the move as a brilliant deterrent: mess with America and end up in a country you can't find on a map. Riots in Spain as Migrant Violence Sparks Vigilante Justice After a 68-year-old Spaniard was beaten by Moroccan migrants, vigilante attacks erupted in Torre Pacheco. Bryan frames this as part of a larger European backlash against open borders and leftist immigration policies that ignore cultural and national identity. Gaza Stampede Kills 20 as Humanitarian Aid Crisis Deepens Armed militants reportedly triggered a deadly panic at a Gaza aid site. Israeli leaders and military officials blame disorganized aid distribution and lingering Hamas interference. Peace talks remain deadlocked over the group's future role and the governance of Gaza. Mali Junta Uses Helicopters to Steal $117M in Gold from U.S. Miner Mali's ruling junta seized a ton of gold from Barrick's mine after a profit-sharing dispute. The theft underscores growing instability and radicalism in Africa, where Russian meddling and Islamic terror groups are driving waves of migration into Europe. "And you shall know the truth, and the truth shall make you free." – John 8:32

    The American Mind
    Art of the Arms Deal

    The American Mind

    Play Episode Listen Later Jul 17, 2025 68:01


    As Joe Biden shuffled toward the finish line of his presidency, he and his staff let off a final volley of pardons—but who was really holding the (virtual) pen? This week, the guys sit down to weigh in on the renewed discussion of autopens as the New York Times reports on a cache of emails that may reveal the truth. Trump, meanwhile, caused a stir by agreeing to sell military supplies to NATO, which will then be passed to Ukraine. In the U.K. and Europe, technocrats crack down as triple crises fester: unchecked immigration, rampant crime, and youth radicalization. Plus: book and movie recommendations!

    Business of Home Podcast
    The Thursday Show: What can designers do when showrooms go dark? Plus: Trump's new tariffs target Europe

    Business of Home Podcast

    Play Episode Listen Later Jul 17, 2025 33:52


    Host Dennis Scully and BOH executive editor Fred Nicolaus discuss the biggest news in the design world, including the latest on tariffs, an update on Charles Cohen's legal drama and what designers can do when showrooms go dark.This episode is sponsored by LoloiLINKSBusiness of Home

    History of the Germans
    Ep. 201 – Mapping the World, or how Germans invented America

    History of the Germans

    Play Episode Listen Later Jul 17, 2025 48:37


    When you enter the great hall of the Thomas Jefferson building at the Library of Congress in Washington, the first exhibit you will be facing is their Gutenberg Bible. And it is one of the finest Gutenberg bibles around, one of only three surviving pristine copies on vellum. This was the kind of bible that was so expensive to produce, it bankrupted Gutenberg. When the Library of Congress bought it in 1930, they paid $375,000, roughly $7.5m in today's money. But this is not the most expensive piece in the library's collection. That would a work by two Germans, Martin Waldseemüller and Matthias Ringmann. And it is not even a book, but a map. Not a small map, it is 2.3m or 91 inches wide and 1.3m or 50 inches tall. And this map, printed in 1507 claimed to be:A DESCRIPTION OF THE WHOLE WORLD ON BOTHA GLOBE AND A FLAT SURFACE WITH THE INSERTIONOF THOSE LANDS UNKNOWN TO PTOLEMYDISCOVERED BY RECENT MENAnd the authors wrote that the three continents known since antiquity, Europe, Africa and Asis, quote "have in fact now been more widely explored, and a fourth part has been discovered by Amerigo Vespucci (as will be heard in what follows). Since both Asia and Africa received their names from women, I do not see why anyone should rightly prevent this [new part] from being called Amerigen—the land of Amerigo, as it were—or America, after its discoverer, Americus, a man of perceptive character." End quote. This fourth part, they said was “surrounded on all sides by the ocean”. And indeed, in the left lower corner we find a fourth continent, a thin, stretched thing, with few place names and a western shore that hints at the Peruvian bulge, unmistakably, South America and then to north of it a very indistinguishable blob of land.This map, proudly displayed as America's Birth Certificate, is full of the most intriguing mysteries. How did Waldseemüller and Ringmann know that the Americas had a western shore, when it was only in 1513, 6 years later, that a European first glanced the Pacific? How did the name America stick though Amerigo Vespucci had neverled an expedition, not even commanded a ship? But most of all, why was this first map of America drawn not by a Spanish or Portuguese navigator, but by two Germans in the employ of the duke of Lorraine, working in St. Die, which is as far away from the sea as one can get in Western Europe. And then, more generally, what did the Germans have to do with the discoveries, the maps and globes that told the world about them? That is what we will explore in this episode.The music for the show is Flute Sonata in E-flat major, H.545 by Carl Phillip Emmanuel Bach (or some claim it as BWV 1031 Johann Sebastian Bach) performed and arranged by Michel Rondeau under Common Creative Licence 3.0.As always:Homepage with maps, photos, transcripts and blog: www.historyofthegermans.comIf you wish to support the show go to: Support • History of the Germans PodcastFacebook: @HOTGPod Threads: @history_of_the_germans_podcastBluesky: @hotgpod.bsky.socialInstagram:

    Talks and Lectures
    Holbein's The Ambassadors - A Tudor Masterpiece

    Talks and Lectures

    Play Episode Listen Later Jul 17, 2025 35:45


    Hans Holbein's Tudor masterpiece known as the Ambassadors was painted in 1533, the year when Henry VIII changed the course of history. Religious turmoil sweeps through Europe and Anne Boleyn is Queen of England.     Two Ambassadors choose to capture this pivotal moment of religious and political upheaval, but who were they and what did they want this painting to convey?   In today's episode we join Tracy Borman, Chief Historian, as she explores the painting known as The Ambassadors, by Hans Holbein.   You can view The Ambassadors in high resolution here.  Thank you to the National Gallery for letting us record in front of the painting. 

    Zestology: Live with energy, vitality and motivation
    Biohacker Light Tech Reviewed #615

    Zestology: Live with energy, vitality and motivation

    Play Episode Listen Later Jul 17, 2025 5:18


    LIMITED TIME ONLY: I'm delighted to offer you a discount for the Health Optimisation Summit in London. I'll be back as MC this year, and you can use code TONY for 10% off your ticket. It's the best health and biohacking event in Europe. See you there in September.   Today: two devices built around light — one for your pain, one for your brain. But do they actually work… or just look good on Instagram? This is our reviews episode — where we test trending biohacker tech so you don't have to. Dr. Richard Blake is a podcast regular, but this is the first time he's been on as a doctor! He is a mental health and breathwork coach, the co-host of Runga Life podcast, and holds a PhD in psychology. Follow him on instagram.   THIS REVIEW SHOW IS BROUGHT TO YOU BY: BiOptimizers Sleep Breakthrough and Magnesium Breakthrough These are BIOptimizers sleep and magnesium supplements which I take every night.  I have also been using the new Magnesium Breakthrough drink - delicious way to get magnesium. I have been putting a scoop in my protein shake after a workout.  Just go to BIOptimizers.com/tony and use code TONY10 for at least 10% off (often more). Code works worldwide, and on all their products.

    The Foreign Affairs Interview
    The Coming Nuclear Hurricane

    The Foreign Affairs Interview

    Play Episode Listen Later Jul 17, 2025 64:28


    It wasn't long ago that both heads of state and prominent policymakers could speak seriously about a world without nuclear weapons. But in the course of just a few years, nuclear concerns have come back in force. Arms control has broken down almost entirely. China has started a massive expansion of its arsenal, putting basic assumptions about deterrence in doubt. Vladimir Putin has threatened nuclear use in Ukraine—threats that were taken very seriously by American officials. And proliferation risks have grown, with regard to both American adversaries like Iran and American allies in Europe and Asia who may no longer trust security commitments from the United States. Vipin Narang and Pranay Vaddi until recently oversaw nuclear policy in the Pentagon and on the National Security Council. In a new essay for Foreign Affairs, they call the situation nothing short of a “Category 5 hurricane.” And for the United States, that means putting nuclear strategy back at the center of foreign policy. Editor-at-large Hugh Eakin spoke with Narang and Vaddi about this changing nuclear landscape and what the United States must do to survive this new nuclear age. You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.

    Best of Roula & Ryan
    9a Mean TSA Agents And Chain Smoking In Europe 07-17-25

    Best of Roula & Ryan

    Play Episode Listen Later Jul 17, 2025 12:37


    Website

    europe smoking chain tsa agents krbe
    Capital Ideas Investing Podcast
    Innovation in Asia and Europe: Why now matters

    Capital Ideas Investing Podcast

    Play Episode Listen Later Jul 17, 2025 28:29


    Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first investment in ice cream to her background covering Asian infrastructure, Noriko tells Mike Gitlin how she identifies long-term industry shifts like automation and energy demand. She also discusses mentoring women to take risks, and how “reverse mentoring” from younger analysts helps keep her sharp. Join for a global investor's perspective on China, the case for growth in European banks, and more.    #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all    YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com    Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group 

    Get With The Programming
    Ranking the 2025 CrossFit Games Qualifying Events

    Get With The Programming

    Play Episode Listen Later Jul 17, 2025 53:36


    This season was stacked, and the stakes were higher than ever. From global upsets to programming surprises—every qualifier told a story. We're ranking every 2025 CrossFit Games qualifying event—from best to worst. Who has the best overall test with elite-level programming? Which events had the most jaw-dropping athlete showdowns? And who... kinda missed the mark? We're diving deep into athlete lineups, event design, test balance, and that ever-important entertainment factor. Whether you're Team Torian, Ride-or-Die for Europe, or still heated over the NorCal Classic, we've got the numbers from Apollo Performance Analytics to back it up!

    SynGAP10 weekly 10 minute updates on SYNGAP1 (video)
    Global Overview of SYNGAP1 Natural History Studies - Support the SYNGAP1 #ProMMiS – #S10e175

    SynGAP10 weekly 10 minute updates on SYNGAP1 (video)

    Play Episode Listen Later Jul 17, 2025 17:01


    July 16, 2025. Week 29. What is a natural history study (NHS)?  And why do we care? We care because we haven't done this before, heal those born with disease. Natural history studies, which examine the progression of a disease over time, can be either retrospective or prospective. Retrospective studies analyze existing data, like medical records, while prospective studies collect new data over time. Both types are valuable for understanding a disease's course and informing research and treatment strategies. ⁠NHS are critical for clinical trial design.  Size and Quality matter.  Validated scales are better than PROs regardless of what the current rhetoric is. What's going on now? USA - https://curesyngap1.org/resources/studies/syngap1-ProMMiS/ - 135+ over three sites, some with FOUR visits, and counting - Adding GCP - Collaborating with world class institutions and excellent clinicians at Stanford, Children's Colorado and, of course, CHOP. USA - https://Citizen.Health/partners/srf has almost 300 patients! Retrospective Health Data. USA - https://rare-x.org/syngap1/ is where we collect PROs. Australia - Dr. Sheffer is running a study, talk to her or Dani. Latin America - SYNGAP1 Argentina with others joining. Europe - https://www.patre.info/syngap1/  Key takeaways for Industry SYNGAP1 is well positioned to work with… Vlasskamp and Wiltrout are published, Citizen Health is growing & ProMMiS is truly exceptional – and growing, and Rare-X is collecting eight key PROs.   Additionally, there are significant international efforts in Australia, Latin America & Europe. Census: https://curesyngap1.org/blog/syngap1-census-2025-update-55-in-q2-2025-total-1636/  If you are in industry and thinking about starting another NHS for your asset, please don't.  Please instead partner with existing PAGs and NHS studies in your key geographies to move faster, have bigger N and not waste precious patients time, we need to accelerate drug development not slow it down by diluting patients and clinicians between too many studies. Baseline papers on SYNGAP1: 1998 - Huganir - SynGAP: a synaptic RasGAP that associates with the PSD-95/SAP90 protein family - https://pubmed.ncbi.nlm.nih.gov/9581761/ 2009 - Michaud - Mutations in SYNGAP1 in autosomal nonsyndromic mental retardation - https://pubmed.ncbi.nlm.nih.gov/19196676/ 2013 - Carvill - Targeted resequencing in epileptic encephalopathies identifies de novo mutations in CHD2 and SYNGAP1 - https://pubmed.ncbi.nlm.nih.gov/23708187/ 2019 - Vlasskamp - SYNGAP1 encephalopathy: A distinctive generalized developmental and epileptic encephalopathy - https://pubmed.ncbi.nlm.nih.gov/30541864/ 2023 - Rong - Adult Phenotype of SYNGAP1-DEE - https://pubmed.ncbi.nlm.nih.gov/38045990/ 2024 - Wiltrout - Comprehensive phenotypes of patients with SYNGAP1-related disorder reveals high rates of epilepsy and autism - https://pubmed.ncbi.nlm.nih.gov/38470175/ Pubmed is at 28 (so less than one a week…) https://pubmed.ncbi.nlm.nih.gov/?term=syngap1&filter=years.2025-2025&timeline=expanded&sort=date&sort_order=asc   CURE SYNGAP1 CONNECT https://curesyngap1.org/curesyngap1connect/   SHARE BLOOD TO THE SRF BIOBANK AT CB! Read here for more information: https://curesyngap1.org/blog/fueling-research-syngap1-combinedbrain-biorepository-roadshow/    VOLUNTEER  Join us: https://curesyngap1.org/volunteer-with-srf/    SOCIAL MATTERS - 4,238 LinkedIn.  https://www.linkedin.com/company/curesyngap1/  - 1,400 followers with 575 Videos on YouTube.  https://www.youtube.com/@CureSYNGAP1    - 11,302 Twitter https://twitter.com/cureSYNGAP1  - 46k Insta https://www.instagram.com/curesyngap1/    NEWLY DIAGNOSED? New families have resources here! https://syngap.fund/Resources      Podcasts, give all of these a five star review! https://cureSYNGAP1.org/SRFApple   https://podcasts.apple.com/us/channel/syngap1-podcasts-by-srf/id6464522917    Episode 175 of #Syngap10  #RareDisease #PatientAdvocacy #SYNGAP1 #SynGAP #ProMMiS

    Inside Europe | Deutsche Welle
    Inside Europe 17 July 2025

    Inside Europe | Deutsche Welle

    Play Episode Listen Later Jul 17, 2025 54:59


    30 years since Srebrenica, Hanno Hauenstein on why language matters when reporting on Gaza, Wayne Jordash KC on gathering war crimes evidence in Ukraine, PKK fighters disarm, and a personal account of Kosovo's past and present.

    The Whole Word Podcast
    1 Corinthians 13 - Godly Love Endures

    The Whole Word Podcast

    Play Episode Listen Later Jul 17, 2025 13:07


    Send us a textDownload study notes for this chapter.Download study notes for this entire book.**********Scriptures taken from the Holy Bible, New International Version ®, NIV ® Copyright © 1973, 1978, 1984, 2011 by Biblica, Inc. Used with permission. All rights reserved worldwide.The “NIV”, “New International Version”, “Biblica”, “International Bible Society” and the Biblica Logo are trademarks registered in the United States Patent and Trademark Office by Biblica, Inc.  Used with permission.BIBLICA, THE INTERNATIONAL BIBLE SOCIETY, provides God's Word to people through Bible translation & Bible publishing, and Bible engagement in Africa, Asia Pacific, Europe, Latin America, the Middle East, and North America. Through its worldwide reach, Biblica engages people with God's Word so that their lives are transformed through a relationship with Jesus Christ.Support the show

    Life Lessons with Dr. Steve Schell
    Ep 07 God's Top Ten: The Marriage Covenant, Ex 20:14

    Life Lessons with Dr. Steve Schell

    Play Episode Listen Later Jul 17, 2025 38:58


    Today it's not uncommon to hear the term "sexual revolution" applied to the dramatic changes our society is undergoing in its thinking about sexual behaviors. Those who use this term assume that a new view of sex is emerging out of the uninformed bigotry of our cultural past. But that's not what's happening at all. The only real sexual revolution in human history has been produced by the Bible. What's happening in America and Europe is that many are simply returning to the primitive sexual behaviors that dominated the ancient world before the Bible arrived. Infidelity and promiscuity were actually sanctioned and practiced by the official religions of the rest of ancient near east (TWOT. Vol 2, pp 542-543). Sacred prostitution (male and female) (Dt 23:1), regular prostitution (Lv 19:29), homosexuality (Lv 18:22), bestiality (Ex 22:19; Dt 27:21), and transvestitism (Dt 22:5) were common in the ancient world. So as we turn to the seventh commandment, we encounter a radically new way of thinking about sex. The idea that it should only be between a man and a woman and that it should only take place after a lifelong commitment has been made is so unnatural to human thinking it could only have come from God. Again, like the sixth commandment, He required only two words to say bluntly, "No adultery!" To understand this commandment we will first define the term "adultery," then reflect on the nature of the marriage covenant and finally we'll consider seven attitudes essential if we are to succeed in obeying it. To receive a free copy of Dr. Steve Schell's newest book Study Verse by Verse: Hebrews, email us at info@lifelessonspublishing.com and ask for your copy at no charge!  Also check out our website at lifelessonspublishing.com for additional resources for pastors and leaders. We have recorded classes and other materials offered at no charge.  

    The Greek Current
    Is Trump's shift on Ukraine good news for Europe?

    The Greek Current

    Play Episode Listen Later Jul 17, 2025 12:31


    Earlier this week it seems President Trump took a new stance on Ukraine, announcing a new plan to speed weapons to the war-torn country along with the threat of a new round of punishing sanctions. At the same time, he doubled down on tariffs this past weekend, threatening 30% tariffs on the EU. Ian Lesser, the vice president and Brussels chief of the German Marshall Fund of the United States, joins Thanos Davelis to look into what these shifts mean for Europe.You can read the articles we discuss on our podcast here:Trump's Shift on Ukraine Is Good News for Europe, for NowTrump intensifies trade war with threat of 30% tariffs on EU, MexicoEurope's freedom faces greatest threat since WW2, Macron saysTurkish court sentences Erdoğan's top rival to almost 2 years in prisonTourism receipts fall despite visitor surge

    Entreprendre dans la mode
    [EXTRAIT] Le rêve fou de Midnight Train | Adrien Aumont

    Entreprendre dans la mode

    Play Episode Listen Later Jul 17, 2025 13:39


    Soccer Down Here
    Charlotte FC Update, NC Courage/USL-W, Europe, South America, MLS: SDH AM 7.17.25

    Soccer Down Here

    Play Episode Listen Later Jul 17, 2025 125:48


    A stacked Thursday Thoughts on SDH AMWill Palaszczuk, radio voice for Charlotte FC, looks back at DC united and previews a very busy time for the Crown at BofA StadiumWillie Davis, head coach of NC Courage u-23's, looks at the USL-W season to date and previews the title game in Utah this weekendGOLTV's Nino Torres comes in Fully Loaded talking transfers, South America, Copas, and EuropePlus, we look at ATLUTD and Chicago plus the night in MLS

    Soccer Down Here
    Late goals, lost leads, and El Motorcito on the horizon: Morning Espresso, 7.17

    Soccer Down Here

    Play Episode Listen Later Jul 17, 2025 23:37


    A wild night in MLS saw Will Reilly score his first career goal in stoppage time to rescue a point for Atlanta United, while Lionel Messi's multi-goal streak ended as Inter Miami were shut out in Cincinnati. We break down all the midweek drama across the league: Nashville's statement win, Seattle's blown 3-0 lead, and more. Plus: transfer news headlines the silly season with Rodrigo De Paul reportedly heading to Miami, Johnny Cardoso joining Atlético Madrid, and moves in the works across Europe. Updates from the Women's Euros, Barcelona's Camp Nou chaos, and Neymar's new chapter in Brazil round out a packed show.

    To The Top: Inspirational Career Advice
    #114 Jeanelle Teves: Unshakeable Self-Confidence

    To The Top: Inspirational Career Advice

    Play Episode Listen Later Jul 17, 2025 44:49


    We're joined by Jeanelle Teves, Chief Commercial Officer of North America at Bugaboo, the premium Dutch stroller company known for its innovative design and engineering excellence. Jeanelle's career journey is a masterclass in turning uncertainty into opportunity—from answering phones at her parents' dental practice at age nine to scaling global brands at Nike across Europe and New York, and now leading growth for one of the world's most recognizable parenting brands. As a first-generation Filipino American who lived in the Netherlands for nearly a decade before becoming a new mother herself, she brings a unique perspective on building careers, leading teams, and creating products that truly solve problems for parents worldwide.  In this conversation, you'll learn: -The "Why Not You?" mindset that her immigrant parents instilled and how it shaped every major career decision -Her 5 AM routine and "3-3-3 exercise" for starting each day with intention and gratitude -Why being "consistently good beats being occasionally great" and how small, compound actions build extraordinary careers -The art of "praising in public and criticizing in private" to build psychological safety and high-performing teams -How she identified the perfect career opportunity at the intersection of personal experience and professional growth -Bugaboo's obsessive approach to solving real parental problems and why their durability standards are seven times higher than industry minimums -The power of treating your network like a bank account and making relationship deposits before you need to make withdrawals Whether you're early in your career or leading teams of your own, Jeanelle's insights on communication, consistency, and finding green shoots of optimism even in challenging times will change how you think about building both professional success and personal resilience.

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Thursday 17-Jul

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Jul 17, 2025 4:41


    US equity futures are slightly lower. Asian markets closed mostly higher, while Europe opened on firmer footing. The market focus was on the Fed after headlines suggested Trump may fire Chair Powell, triggering asset volatility before he publicly denied the claim. Headline inflation came in cooler than expected, though tariff-sensitive goods showed upward pressure. Trump reaffirmed his tariff strategy, noting upcoming letters to over 150 countries, and hinted rates for small partners could be 10–15%. At the same time, reports suggested a softer tone toward China, with efforts underway to secure a summit with Xi.Companies Mentioned: Union Pacific, CSX Corp, Norfolk Southern, AMC Entertainment, Imax, Marcus Theatres, Petrobras

    I'M SUPER EXCITED with Rory James
    I Feel Like A Million Bucks (with Matt Palmer)

    I'M SUPER EXCITED with Rory James

    Play Episode Listen Later Jul 17, 2025 51:40


    This week, our fave Matt Palmer returns to the show to talk Mariah, Europe, Rosie, and more! Subscribe and follow us at @superexcitedpod Follow Rory: @itsRORYjames Follow Matt: @MattPalmerMusic

    The Lawfare Podcast
    Rational Security: The “Altered State” Edition

    The Lawfare Podcast

    Play Episode Listen Later Jul 16, 2025 78:05


    This week, Scott sat down with his Lawfare colleagues Benjamin Wittes and Eric Ciaramella to talk through the week's big national security news stories, including:“With Arms Wide Open.” After years of open skepticism toward Ukraine (and uncharacteristic deference to Russia), it seems President Trump may have turned a page. His rhetoric has grown cooler toward Russian President Vladimir Putin, and he has proven more willing to provide arms to Ukraine, even over contrary efforts by some of his advisers—including an agreement to provide Ukraine with Patriot missiles and other U.S.-made, Europe-funded weapons. What explains this switch? And how durable is it likely to prove?“Hitting Foggy Bottom.” Just days after the Supreme Court removed a preliminary injunction, the State Department went forward with substantial personnel cuts, RIFing 1,350 foreign and civil service personnel in Washington, D.C. It's all part of a much broader reorganization that State Department leadership claims will make the Department leaner or more efficient, even as it guts personnel working on issues disfavored by the Trump administration. “Waiting for the Intel Impressment.” Since the Trump administration's June 21 airstrikes on Iranian nuclear facilities, a heated debate has raged over their effects. The administration maintains the strikes were “historically successful” and permanently set back the Iranian nuclear program. But media reports source to people within the intelligence community have suggested a much more limited effect. How should we weigh these competing claims? And when will we know the truth?In object lessons, Ben asks for your public service in supporting Lawfare's Public Service Fellowship. Scott pulled a Quinta with his recommendation of the New Yorker essay “Zohran Mamdani and Mahmoud Khalil Are in on the Joke,” by Hanif Abdurraquib. And Eric makes his summer travels epic by listening to the podcast, The Rest is History.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

    The Lawfare Podcast
    Lawfare Daily: Reparations for Russia's Aggression Against Ukraine with Markiyan Kliuchkovskyi and Patrick Pearsall

    The Lawfare Podcast

    Play Episode Listen Later Jul 16, 2025 73:36


    Lawfare Legal Fellow Mykhailo Soldatenko and Lawfare Senior Editor Scott R. Anderson sit down with Markiyan Kliuchkovskyi, Executive Director of the Register of Damage for Ukraine at the Council of Europe and a former legal advisor of the Office of the President of Ukraine, and Patrick Pearsall, Partner at Gibson Dunn and Director of the Columbia Law School International Claims and Reparations Project. Markiyan and Patrick played a key role in proposing and designing Ukraine's reparations strategy soon after Russia's full-scale invasion of Ukraine. They discuss how they came up with the idea and pitched it to President Zelensky, the G-7, and the UN General Assembly; the proposed reparations mechanism; the fate of frozen Russian assets; and the relevance of the reparations to the Ukraine-Russia talks. You may want to look at the following materials relevant to the discussion. UN General Assembly Resolution on "Furtherance of remedy and reparation for aggression against Ukraine"Chiara Giorgetti, Markiyan Kliuchkovsky, Patrick Pearsall, and Jeremy K. Sharpe, “Historic UNGA Resolution Calls for Ukraine Reparations”Scott R. Anderson, “Understanding the G7's New Plan for Funding Ukraine”To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

    Rational Security
    The “Altered State” Edition

    Rational Security

    Play Episode Listen Later Jul 16, 2025 78:05


    This week, Scott sat down with his Lawfare colleagues Benjamin Wittes and Eric Ciaramella to talk through the week's big national security news stories, including:“With Arms Wide Open.” After years of open skepticism toward Ukraine (and uncharacteristic deference to Russia), it seems President Trump may have turned a page. His rhetoric has grown cooler toward Russian President Vladimir Putin, and he has proven more willing to provide arms to Ukraine, even over contrary efforts by some of his advisers—including an agreement to provide Ukraine with Patriot missiles and other U.S.-made, Europe-funded weapons. What explains this switch? And how durable is it likely to prove?“Hitting Foggy Bottom.” Just days after the Supreme Court removed a preliminary injunction, the State Department went forward with substantial personnel cuts, RIFing 1,350 foreign and civil service personnel in Washington, D.C. It's all part of a much broader reorganization that State Department leadership claims will make the Department leaner or more efficient, even as it guts personnel working on issues disfavored by the Trump administration. “Waiting for the Intel Impressment.” Since the Trump administration's June 21 airstrikes on Iranian nuclear facilities, a heated debate has raged over their effects. The administration maintains the strikes were “historically successful” and permanently set back the Iranian nuclear program. But media reports source to people within the intelligence community have suggested a much more limited effect. How should we weigh these competing claims? And when will we know the truth?In object lessons, Ben asks for your public service in supporting Lawfare's Public Service Fellowship. Scott pulled a Quinta with his recommendation of the New Yorker essay “Zohran Mamdani and Mahmoud Khalil Are in on the Joke,” by Hanif Abdurraquib. And Eric makes his summer travels epic by listening to the podcast, The Rest is History.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.

    ADHD for Smart Ass Women with Tracy Otsuka
    EP. 341: Friendship, ADHD, and Building a Kinder Workplace

    ADHD for Smart Ass Women with Tracy Otsuka

    Play Episode Listen Later Jul 16, 2025 85:00


    Want to fall in love with your ADHD brain and make it work for you? Learn more about my patented program, Your ADHD Brain is A-OK Academy  here: programs.tracyotsuka.com/signup___When you're the eldest daughter of immigrants with ADHD and autism, you learn to mask early and master systems—but at what cost? Meral Alizada knows this story intimately, and she's using it to transform how companies think about neurodivergent talent.Meral is the founder of Results of Kindness (ROK), where she helps organizations build workplaces where neurodivergent minds aren't just accommodated, they're celebrated. With degrees in Law and Psychology and a background in organizational psychology, she knows how to navigate systems. But what sets her apart is how she redesigns them with empathy, creativity, and a deep understanding of what actually works for ADHD and autistic brains.Diagnosed with both ADHD and autism in her late twenties while working one-on-one with a brilliant child who shared her traits, Meral's journey from law to psychology to entrepreneurship is as nonlinear as her thinking. In this conversation, she and Tracy explore the weight of being ultra-organized out of anxiety, the loneliness of outgrowing friendships, and why our relentless drive for self-development might be our greatest superpower.Meral also breaks down her "Genius Retention" program, explaining why kindness isn't just nice to have—it's profitable. When 89% of workers want kindness in the workplace but 77% are disengaged globally, she argues that treating people as human beings strengthens the hands with which they contribute to organizations. Born to Afghan-Uzbek parents and raised across Europe, Meral brings both global perspective and deeply personal insight to the future of work.Resources:Website: https://resultsofkindness.co.uk Instagram: https://www.instagram.com/themeralalizada  LinkedIn: https://www.linkedin.com/in/meralalizada Send a Message: Your Name | Email | Message Learn more by connecting with Tracy through Instagram, Facebook, LinkedIn, Pinterest, or visit adhdforsmartwomen.com.Are You Ready to Discover Your Brilliance? Order Now: https://tracyotsuka.com/book2Join Your ADHD Brain is A-OK: https://tracyotsuka.com/aok Visit our website: https://tracyotsuka.com Join our community of ADHD For Smart Ass Women: https://www.facebook.com/groups/tracyotsuka Join What Do I Do With My Life Masterclass: spyhappy.me/classUnlock your best days with Blends: https://tracyotsuka.com/blends

    Scouting for Growth
    The CamCom x ERGO Story: Scaling AI from Vision to Value

    Scouting for Growth

    Play Episode Listen Later Jul 16, 2025 55:58


    On this episode of the Scouting For Growth podcast, Sabine VdL talks to Geetha Sham, MD and President of CamCom in Europe, and Sathes Singam, innovation scout and programme manager at ERGO Group. In this episode we will explore how ERGO's Venture Client model turned a promising pilot into a production with great capability, then we will investigate what it really takes to deploy AI in regulated multi-market environments, and how governance – if used right – can become a growth accelerator not a roadblock. KEY TAKEAWAYS During initial discussions with our first insurance customer, we realised the process of inspection was time consuming, human heavy, subject to human fatigue resulting in expensive, long cycles and inconsistency. This gap is now filled by our AI model which provides a machine vision eye, using a mobile device accurately capturing images of vehicles which leads to damage assessments, reducing false positives. We want to democratise image capture, hence we have built our product in such a way that it can operate on any type of forum, and mobile devices made since 2016. That makes us a leader in our own area, staying focussed without scattering in the name of trying to do everything ourselves. There has been global adoption of AI – although what it does and how it is used varies – because every industry is seeing the value add. The standard way of implementing it is simple: It has to be aligned to the businesses and should not hamper the existing business or processes that exist within the industry/group. Edge cases must be addresses in a different way and modified so they are not completely controlled by the standard feedback learning. BEST MOMENTS ‘Startup collaboration, in my experience, should become top of management agenda.' ‘It's crucial to have someone locally who knows the culture in their particular country, and knows the people that need to be addressed.' ‘It's all about involving all relevant stakeholders in clear and transparent communication.' ‘Each country has local laws, so there's not only customisation, there's also localisation that has to addressed. That's where the governance model comes in handy.' ABOUT THE GUESTS Geetha Sham is MD and President of CamCom in Europe. She is a seasoned technologist and scale-up strategist who has held senior roles at Oracle and Mindtree and is now building out CamCom's European footprint from Dusseldorf. Sathes Singam is an innovation scout and programme manager at ERGO Group. He is the lynchpin behind ERGO's deployment of CamCOm across the Baltics, Europe's first testbed of this solution. ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook  TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

    No BS News Hour with Charlie LeDuff
    Michigan's Epstein Island

    No BS News Hour with Charlie LeDuff

    Play Episode Listen Later Jul 16, 2025 58:55


    No BS Newshour Episode #375Michigan's Epstein IslandSHOCKING DETAILSBefore there was Jeffrey Epstein's Little St. James, Michigan had its own pedophile island owned by a millionaire tied to an international cabal of powerful people.  Unlike Epstein he was able to avoid justice. They all did.(23:22) Author J. Reuben Appelman is back with the sordid story of North Fox Island in Lake Michigan and its central role in the Oakland County Child Killer cases and international child pornography ring, which remain “unsolved.”The elites knew about it. Congress even held hearings. And yet nothing was done about it.Appleman's dogged hunt takes him from Lake Michigan to Detroit's Cass Corridor to Europe and Asia.A case as fascinating as it is horrifying.(8:18) PLUS- His new book While Idaho Slept. The Hunt for Answers in the Murders of Four College Students.(0:04) AND- Don't let local news put you to sleep.  Here's what you need to know in 75 seconds.⁠NBN on YouTube⁠⁠: https://www.youtube.com/@NoBSNewshourNBN on iTunes⁠⁠: https://podcasts.apple.com/us/podcast/no-bs-newshour-with-charlie-leduff/id1754976617NBN on Spotify⁠⁠: https://open.spotify.com/show/0qMLWg6goiLQCRom8QNndC⁠⁠Like NBN on Facebook⁠⁠:  https://www.facebook.com/LeDuffCharlie⁠⁠Follow to NBN on Twitter : https://x.com/charlieleduff Sponsored by American Coney Island, Pinnacle Wealth Strategies, XG Service Group, and Archangel Senior Management

    Thoughts on the Market
    The End of the U.S. Dollar's Bull Run?

    Thoughts on the Market

    Play Episode Listen Later Jul 16, 2025 12:49


    Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar's decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Head of European Product. And today we're discussing the weakness we've seen year-to-date in the U.S. dollar and what this means for the European stock market.It's Tuesday, July the 15th at 3:00 PM in London.I'm delighted to be joined by my colleagues, Marina Zavolock, Morgan Stanley's Chief European Equity Strategist, and James Lord, Morgan Stanley's Chief Global FX Strategist.James, I'm going to start with you because I think we've got a really differentiated view here on the U.S. dollar. And I think when we started the year, the bearish view that we had as a house on the U.S. dollar, I don't think many would've agreed with, frankly. And yet here we are today, and we've seen the U.S. dollar weakness proliferating so far this year – but actually it's more than that.When I listen to your view and the team's view, it sounds like we've got a much more structurally bearish outlook on the U.S. dollar from here, which has got some tenure. So, I don't want to steal your thunder, but why don't you tell us, kind of frame the debate, for us around the U.S. dollar and what you're thinking.James Lord: So, at the beginning of the year, you're right. The consensus was that, you know, the election of Donald Trump was going to deliver another period of what people have called U.S. exceptionalism.Paul Walsh: Yeah.James Lord: And with that it would've been outperformance of U.S. equities, outperformance of U.S. growth, continued capital inflows into the United States and outperformance of the U.S. dollar.At the time we had a slightly different view. I mean, with the help of the economics team, we took the other side of that debate largely on the assumption that actually U.S. growth was quite likely to slow through 2025, and probably into 2026 as well – on the back of restrictions on immigration, lack of fiscal stimulus. And, increasingly as trade tariffs were going to be implemented…Paul Walsh: Yeah. Tariffs, of course…James Lord: That was going to be something that weighed on growth.So that was how we set out the beginning of the year. And as the year has progressed, the story has evolved. Like some of the other things that have happened, around just the extent to which tariff uncertainty has escalated. The section 899 debate.Paul Walsh: Yeah.James Lord: Some of the softness in the data and just the huge amounts of uncertainty that surrounds U.S. policymaking in general has accelerated the decline in the U.S. dollar. So, we do think that this has got further to go. I mean, the targets that we set at the beginning of the year, we kind of already met them. But when we published our midyear outlook, we extended the target.So, we may even have to go towards the bull case target of euro-dollar of 130.Paul Walsh: Mm-hmm.James Lord: But as the U.S. data slows and the Fed debate really kicks off where at Morgan Stanley U.S. Economics research is expecting the Fed to ultimately cut to 2.5 percent...Paul Walsh: Yeah.Lord: That's really going to really weigh on the dollar as well. And this comes on the back of a 15-year bull market for the dollar.Paul Walsh: That's right.James Lord: From 2010 all the way through to the end of last year, the dollar has been on a tear.Paul Walsh: On a structural bull run.James Lord: Absolutely. And was at the upper end of that long-term historical range. And the U.S. has got 4 percent GDP current account deficit in a slowing growth environment. It's going to be tough for the dollar to keep going up. And so, we think we're sort of not in the early stages, maybe sort of halfway through this dollar decline. But it's a huge change compared to what we've been used to. So, it's going to have big implications for macro, for companies, for all sorts of people.Paul Walsh: Yeah. And I think that last point you make is absolutely critical in terms of the implications for corporates in particular, Marina, because that's what we spend every hour of every working day thinking about. And yes, currency's been on the radar, I get that. But I think this structural dynamic that James alludes to perhaps is not really conventional wisdom still, when I think about the sector analysts and how clients are thinking about the outlook for the U.S. dollar.But the good news is that you've obviously done detailed work in collaboration with the floor to understand the complexities of how this bearish dollar view is percolating across the different stocks and sectors. So, I wondered if you could walk us through what your observations are and what your conclusions are having done the work.Marina Zavolock: First of all, I just want to acknowledge that what you just said there. My background is emerging markets and coming into covering Europe about a year and a half ago, I've been surprised, especially amid the really big, you know, shift that we're seeing that James was highlighting – how FX has been kind of this secondary consideration. In the process of doing this work, I realized that analysts all look at FX in different way. Investors all look at FX in different way. And in …Paul Walsh: So do corporates.Marina Zavolock: Yeah, corporates all look at FX in different way. We've looked a lot at that. Having that EM background where we used to think about FX as much as we thought about equities, it was as fundamental to the story...Paul Walsh: And to be clear, that's because of the volatility…Marina Zavolock: Exactly, which we're now seeing now coming into, you know, global markets effectively with the dollar moves that we've had. What we've done is created or attempted to create a framework for assessing FX exposure by stock, the level of FX mismatches, the types of FX mismatches and the various types of hedging policies that you have for those – particularly you have hedging for transactional FX mismatches.Paul Walsh: Mm-hmm.Marina Zavolock: And we've looked at this from stock level, sector level, aggregating the stock level data and country level. And basically, overall, some of the key conclusions are that the list of stocks that benefit from Euro strength that we've identified, which is actually a small pocket of the European index. That group of stocks that actually benefits from euro strength has been strongly outperforming the European index, especially year-to-date.Paul Walsh: Mm-hmm.Marina Zavolock: And just every day it's kind of keeps breaking on a relative basis to new highs. Given the backdrop of James' view there, we expect that to continue. On the other hand, you have even more exposure within the European index of companies that are being hit basically with earnings, downgrades in local currency terms. That into this earning season in particular, we expect that to continue to be a risk for local currency earnings.Paul Walsh: Mm-hmm.Marina Zavolock: The stocks that are most negatively impacted, they tend to have a lot of dollar exposure or EM exposure where you have pockets of currency weakness as well. So overall what we found through our analysis is that more than half of the European index is negatively exposed to this euro and other local currency strength. The sectors that are positively exposed is a minority of the index. So about 30 percent is either materially or positively exposed to the euro and other local currency strength. And sectors within that in particular that stand out positively exposed utilities, real estate banks. And the companies in this bucket, which we spend a lot of time identifying, they are strongly outperforming the index.They're breaking to new highs almost on a daily basis relative to the index. And I think that's going to continue into earning season because that's going to be one of the standouts positively, amid probably a lot of downgrades for companies who have translational exposure to the U.S. or EM.Paul Walsh: And so, let's take that one step further, Marina, because obviously hedging is an important part of the process for companies. And as we've heard from James, of a 15-year bull run for dollar strength. And so most companies would've been hedging, you know, dollar strength to be fair where they've got mismatches. But what are your observations having looked at the hedging side of the equation?Marina Zavolock: Yeah, so let me start with FX mismatches. So, we find that about half of the European index is exposed to some level of FX mismatches.Paul Walsh: Mm-hmm.Marina Zavolock: So, you have intra-European currency mismatches. You have companies sourcing goods in Asia or China and shipping them to Europe. So, it's actually a favorable FX mismatch. And then as far as hedging, the type of hedging that tends to happen for companies is related to transactional mismatches. So, these are cost revenue, balance sheet mismatches; cashflow distribution type mismatches. So, they're more the types of mismatches that could create risk rather than translational mismatches, which are – they're just going to happen.Paul Walsh: Yeah.Marina Zavolock: And one of the most interesting aspects of our report is that we found that companies that have advanced hedging, FX hedging programs, they first of all, they tend to outperform, when you compare them to companies with limited or no hedging, despite having transactional mismatches. And secondly, they tend to have lower share price volatility as well, particularly versus the companies with no hedging, which have the most share price volatility.So, the analysis, generally, in Europe of this most, the most probably diversified region globally, is that FX hedging actually does generate alpha and contributes to relative performance.Paul Walsh: Let's connect the two a little bit here now, James, because obviously as companies start to recalibrate for a world where dollar weakness might proliferate for longer, those hedging strategies are going to have to change.So just any kind of insights you can give us from that perspective. And maybe implications across currency markets as a result of how those behavioral changes might play out, I think would be very interesting for our listeners.James Lord: Yeah, I think one thing that companies can do is change some of the tactics around how they implement the hedges. So, this can revolve around both the timing and also the full extent of the hedge ratios that they have. I mean, some companies who are – in our conversations with them when they're talking about their hedging policy, they may have a range. Maybe they don't hedge a 100 percent of the risk that they're trying to hedge. They might have to do something between 80 and a hundred percent. So, you can, you can adjust your hedge ratios…Paul Walsh: Adjust the balances a bit.James Lord: Yeah. And you can delay the timing of them as well.The other side of it is just deciding like exactly what kind of instrument to use to hedge as well. I mean, you can hedge just using pure spot markets. You can use forward markets and currencies. You can implement different types of options, strategies.And I think this was some of the information that we were trying to glean from the survey was this question that Marina was asking about. Do you have a limited or advanced hedging program? Typically, we would find that corporates that have advanced programs might be using more options-based strategies, for example. And you know, one of the pieces of analysis in the report that my colleague Dave Adams did was really looking at the effectiveness of different strategies depending on the market environment that we're in.So, are we in a sort of risk-averse market environment, high vol environment? Different types of strategies work for different types of market environments. So, I would encourage all corporates that are thinking about implementing some kind of hedging strategy to have a look at that document because it provides a lot of information about the different ways you can implement your hedges. And some are much more cost effective than others.Paul Walsh: Marina, last thought from you?Marina Zavolock: I just want to say overall for Europe there is this kind of story about Europe has no growth, which we've heard for many years, and it's sort of true. It is true in local currency terms. So European earnings growth now on consensus estimates for this year is approaching one percent; it's close to 1 percent. On the back of the moves we've already seen in FX, we're probably going to go negative by the time this earning season is over in local currency terms. But based on our analysis, that is primarily impacted by translation.So, it is just because Europe has a lot of exposure to the U.S., it has some EM exposure. So, I would just really emphasize here that for investors; so, investors, many of which don't hedge FX, when you're comparing Europe growth to the U.S., it's probably better to look in dollar terms or at least in constant currency terms. And in dollar terms, European earnings growth at this point are 7.6 percent in dollar terms. That's giving Europe the benefit for the euro exposure that it has in other local currencies.So, I think these things, as FX starts to be front of mind for investors more and more, these things will become more common focus points. But right now, a lot of investors just compare local currency earnings growth.Paul Walsh: So, this is not a straightforward topic, and we obviously think this is a very important theme moving through the balance of this year. But clearly, you're going to see some immediate impact moving through the next quarter of earnings.Marina and James, thanks as always for helping us make some sense of it all.James Lord: Thanks, Paul.Marina Zavolock: Thank you.Paul Walsh: And to our listeners out there, thank you as always for tuning in.If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

    Thoughts on the Market
    Coming Soon: The Tariff Hit on Economic Data

    Thoughts on the Market

    Play Episode Listen Later Jul 16, 2025 4:25


    U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when – that might change.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today I'm going to talk about why tariffs are showing up everywhere – but the data; and why we think this changes this quarter. It's Wednesday, July 16th at 2pm in London. Investors have faced tariff headlines since at least February. The fact that it's now mid-July and markets are still grinding higher is driving some understandable skepticism that they're going to have their promised impact. Indeed, we imagine that maybe more of one of you is groaning and saying, ‘What? Another tariff episode?' But we do think this theme remains important for markets. And above all, it's a factor we think is going to hit very soon. We think it's kind of now – the third quarter – when the promised impact of tariffs on economic data and earnings really start to come through. My colleague Jenna Giannelli and I discussed some of the reasons why, on last week's episode focused on the retail sector. But what I want to do next is give a little bit of that a broader context. Where I want to start is that it's really about tariff impact picking up right about now. The inflation readings that we got earlier this week started to show US core inflation picking up again, driven by more tariff sensitive sectors. And while second quarter earnings that are being reported right about now, we think will generally be fine, and maybe even a bit better than expected; the third quarter earnings that are going to be generated over the next several months, we think those are more at risk from tariff related impact. And again, this could be especially pronounced in the consumer and retail sector. So why have tariffs not mattered so much so far, and why would that change very soon? The first factor is that tariff rates are increasing rapidly. They've moved up quickly to a historically high 9 percent as of today; even with all of the pauses and delays. And recently announced actions by the US administration over just the last couple of weeks could effectively double this rate again -- from 9 percent to somewhere between 15 to 20 percent.A second reason why this is picking up now is that tariff collections are picking up now. US Customs collected over $26 billion in tariffs in June, which annualizes out to about 1 percent of GDP, a very large number. These collections were not nearly as high just three months ago. Third, tariffs have seen pauses and delayed starts, which would delay the impact. And tariffs also exempted goods that were in transit, which can be significant from goods coming from Europe or Asia; again, a factor that would delay the impact. But these delays are starting to come to fruition as those higher tariff collections and higher tariff rates would suggest. And finally, companies did see tariffs coming and tried to mitigate them. They ordered a lot of inventory ahead of tariff rates coming into effect. But by the third quarter, we think they've sold a lot of that inventory, meaning they no longer get the benefit. Companies ordered a lot of socks before tariffs went into effect. But by the third quarter and those third quarter earnings, we think they will have sold them all. And the new socks they're ordering, well, they come with a higher cost of goods sold. In short, we think it's reasonable to expect that the bulk of the impact of tariffs and economic and earnings data still lies ahead, especially in this quarter – the third quarter of 2025. We continue to think that it's probably in August and September rather than June-July, where the market will care more about these challenges as core inflation data continues to pick up. For credit, this leaves us with an up in quality bias, especially as we move through that August to September period. And as Jenna and I discussed last week, we are especially cautious on the retail credit sector, which we think is more exposed to these various factors converging in the third quarter. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen; and also tell a friend or colleague about us today.

    American Thought Leaders
    We Refuse to Let Hamas Decide Who Eats, Who Starves in Gaza: GHF Chairman

    American Thought Leaders

    Play Episode Listen Later Jul 16, 2025 46:18


    The Gaza Humanitarian Foundation (GHF), a newly established U.S.-backed aid group distributing food in Gaza, is under fire from critics who say hundreds of Gazans have been killed near its distribution sites.But is there a bigger story here?In this episode, I sit down with Johnnie Moore, executive chairman of the GHF and former commissioner for the U.S. Commission on International Religious Freedom.“We have one mission, to feed the people of Gaza in a way that Hamas—a designated terrorist organization in the United States and Europe—can't steal the food because for many, many years, Hamas has been stealing the food of the Gazan people,” Moore says.“The problem in Gaza is that the United Nations and other international agencies created a system which empowered virtually every bad actor and every bad force in the Gaza Strip to make a bad situation worse.”Views expressed in this video are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.

    Witness History
    Greece's debt crisis

    Witness History

    Play Episode Listen Later Jul 16, 2025 9:35


    It was a week that brought the future of Greece and the Eurozone to the brink. Ten years ago, on 6 July the Greek people voted against the terms of a financial bailout which included raising taxes and slashing welfare spending. Greece owed €323bn to various countries and banks within Europe. Its banks were closed. A quarter of the population and half of Greece's young people were unemployed.The morning after the vote, Euclid Tsakalotos was brought in to replace Yanis Varoufakis as finance minister. His predecessor had accused European leaders of “terrorism” in their handling of the crisis. Parachuted in to last-ditch talks with angry European leaders, Euclid Tsakalotos describes to Josephine McDermott the make-or-break 17-hour summit in Brussels. He reveals that when Angela Merkel, the leader of Greece's biggest lender Germany, said she was leaving the room because she could not accept what was on the table, Donald Tusk, president of the European Council, actually locked the door to stop her leaving and force an agreement to be reached. Eye-witness accounts brought to life by archive. Witness History is for those fascinated by the past. We take you to the events that have shaped our world through the eyes of the people who were there. For nine minutes every day, we take you back in time and all over the world, to examine wars, coups, scientific discoveries, cultural moments and much more. Recent episodes explore everything from football in Brazil, the history of the ‘Indian Titanic' and the invention of air fryers, to Public Enemy's Fight The Power, subway art and the political crisis in Georgia. We look at the lives of some of the most famous leaders, artists, scientists and personalities in history, including: visionary architect Antoni Gaudi and the design of the Sagrada Familia; Michael Jordan and his bespoke Nike trainers; Princess Diana at the Taj Mahal; and Görel Hanser, manager of legendary Swedish pop band Abba on the influence they've had on the music industry. You can learn all about fascinating and surprising stories, such as the time an Iraqi journalist hurled his shoes at the President of the United States in protest of America's occupation of Iraq; the creation of the Hollywood commercial that changed advertising forever; and the ascent of the first Aboriginal MP.(Photo: A queue outside a bank in Greece in 2015. Credit: Getty Images)

    Sinica Podcast
    Adam Tooze Climbs the China Learning Curve

    Sinica Podcast

    Play Episode Listen Later Jul 16, 2025 65:21


    I'm in Shaxi, a wonderful little town in the Dali Bai Autonomous Prefecture, and I was joined here by the Columbia economic historian Adam Tooze, who shared his thoughts on what he sees happening on the ground in China. Adam's been in China for the last month and reflects on his experiences learning about the country — and even attempting the language!03:49 - The economic situation in China10:42 - Patterns of consumption in China14:38 - China's industrial policy and renewable energy 18:52 - China vs. the U.S. on renewables26:15 - China's economic engagement with the Global South33:13- Beijing's strategic shift and Europe's rethinking37:49- The recent European Parliament paper42:43 - Learning about China as an “Outsider” 51:31 - Adam's evolving views on China 59:30 - Paying it Forward01:01:07 - Recommendations Paying it Forward: Kyle Chan, Pekingology.Recommendations: Adam: Caught by the Tide, Jia Zhangke (movie).Kaiser: Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI, Karen Hao (book), Vera, or Faith, Gary Shteyngart (book).See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Thee Podcast
    Thee Podcast Episode 418

    Thee Podcast

    Play Episode Listen Later Jul 16, 2025 64:22


    This week we discuss the East Coast, Europe, and the 4th of July.

    The Tara Show
    Selling Weapons, Avoiding War: Trump, Biden, and the High-Stakes Chess Game with Russia and India

    The Tara Show

    Play Episode Listen Later Jul 16, 2025 10:21


    In this in-depth discussion, Tara and Lee unpack the leaked conversation suggesting Donald Trump proposed selling weapons to Ukraine rather than simply giving them away—an approach they argue would have saved U.S. taxpayers billions. They debate the wisdom of targeting Russian cities, warn against deeper entanglement in the conflict, and criticize Biden's failure to enforce secondary sanctions on nations like India and China that secretly buy Russian oil. Highlighting the BRICS nations' moves to undermine the dollar, they call for tough tariffs to curb adversaries without risking a direct military clash. The hosts argue America should profit from arms sales while avoiding boots on the ground—and remind listeners that behind the scenes, the U.S. has been running the war effort from Europe all along.

    Survivor NSFW with Jonny Fairplay
    Destination X After Show Episode 8

    Survivor NSFW with Jonny Fairplay

    Play Episode Listen Later Jul 16, 2025 55:00


    Join us as we breakdown NBC's new hit show Destination X. Travel around Europe with us as we embark on this exciting new journey. Jonny Fairplay and Bobby Goodsby are here to recap episode 8 of this fun new series!Our new Website is live! Check it out at: www.realityaftershow.comJoin our Patreon at RealityPatron.comIf you would like a cameo from Jonny Fairplay order one now! cameo.com/jonnyfairplayCheck us out on Tiktok @fairplaytokGet your shirt JUST like Jonny Fairplay at fairplayshirts.com #destinationx #nbc #peacock #realitytvshow #realityaftershow #podcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/reality-after-show--5448874/support.

    Survivor NSFW with Jonny Fairplay
    Destination X Episode 7 and 8 Interview With Mack Fitzgerald

    Survivor NSFW with Jonny Fairplay

    Play Episode Listen Later Jul 16, 2025 23:55


    Join us as we breakdown NBC's new hit show Destination X. Travel around Europe with us as we embark on this exciting new journey. Jonny Fairplay and Bobby Goodsby are joined by Contestant Mack Fitzgerald as she discusses Episode 7 and 8 with us!Our new Website is live! Check it out at: www.realityaftershow.comCheck out Mack and Ally's podcast at https://www.youtube.com/@AllyBrossJoin our Patreon at RealityPatron.comIf you would like a cameo from Jonny Fairplay order one now! cameo.com/jonnyfairplayCheck us out on Tiktok @fairplaytokGet your shirt JUST like Jonny Fairplay at fairplayshirts.com #destinationx #nbc #peacock #realitytvshow #realityaftershow #podcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/reality-after-show--5448874/support.

    Solo 2.0
    Our Hormone Health Educator Mom Turns 77 and Reflects on: Birth Control, Fertility & Perimenopause

    Solo 2.0

    Play Episode Listen Later Jul 16, 2025 59:31


    *Trigger warning: we share personal experiences about miscarriage in this episode*In this heartwarming (and off-the-cuff) episode, Jess and Rye sit down with their mom, Candace Burch — hormone health educator, founder of Your Hormone Balance, and living testament to aging with vibrance. Candace shares pivotal life lessons from her 20's, 30's and 40's. From her first shaky steps with hormonal birth control in the 1960s, to getting pregnant in her late 30s, to navigating perimenopause and ultimately becoming a fierce advocate for hormone testing and natural balance. This candid conversation is packed with wisdom for women at every life stage.Key Talking Points:— The powerful (and unintended) impact of going on hormonal birth control in her 20s — acne scars, mood swings, and why she wishes she'd had cycle awareness tools.— How feeling “broody” in her mid-30s led to embracing motherhood after years of living footloose in Europe (and selling art out of a van in France!).— Her traumatic miscarriage experience in Paris, what she learned about progesterone, and how it actually sparked her desire to have children.— The reality of having kids in her late 30s and early 40s, then heading straight into perimenopause with unpredictable moods and hot flashes.— How hormone testing, lifestyle changes, and bioidentical progesterone cream changed everything — plus why personalized testing is essential.— What women in their 20s & 30s should start doing now to support future hormone balance, fertility, and graceful aging.— Why it's never selfish to prioritize your health, and how Candace keeps thriving (and dancing past midnight) at 77.Resources Mentioned:

    The Whole Word Podcast
    1 Corinthians 12 - The Holy Spirit

    The Whole Word Podcast

    Play Episode Listen Later Jul 16, 2025 13:01


    Send us a textDownload study notes for this chapter.Download study notes for this entire book.**********Scriptures taken from the Holy Bible, New International Version ®, NIV ® Copyright © 1973, 1978, 1984, 2011 by Biblica, Inc. Used with permission. All rights reserved worldwide.The “NIV”, “New International Version”, “Biblica”, “International Bible Society” and the Biblica Logo are trademarks registered in the United States Patent and Trademark Office by Biblica, Inc.  Used with permission.BIBLICA, THE INTERNATIONAL BIBLE SOCIETY, provides God's Word to people through Bible translation & Bible publishing, and Bible engagement in Africa, Asia Pacific, Europe, Latin America, the Middle East, and North America. Through its worldwide reach, Biblica engages people with God's Word so that their lives are transformed through a relationship with Jesus Christ.Support the show

    Radio Toilet ov Hell
    Toilet Radio 570 – The Golden Age of American Heavy Metal

    Radio Toilet ov Hell

    Play Episode Listen Later Jul 16, 2025 51:19


    On a recent episode we talked about the primitive, early days of American heavy metal. This time we're talking about the juiced-up, oil-drenched, muscle-bound glory days of American heavy metal. The United States grabbed the mantle of heavy metal from Europe and made it louder than ever. Trash and hair metal made waves across the globe, and heavy metal was good as hell. We're talking about some of our favorite heavy metal sounds from 1985 to 1989 with Fifth Angel, Sound Barrier, Racer X, Joe Satriani, Dokken, Liege Lord, and much more. If you would like to hear this episode in it's full, uncensored glory, go over to the TovH Patreon and give us a couple bucks. Otherwise, this episode is free here without all that legally-objectionable copyrighted music. This program is available on Spotify. It is also available on iTunes or whatever they call it now, where you can rate, review, and subscribe. Give us money on Patreon to get exclusive bonus episodes and other cool shit.

    Planet MicroCap Podcast | MicroCap Investing Strategies
    How the MC GUTS Microcap Index Is Beating the Market: Mid-Year 2025 MicroCap Update with Ryan Telford, Head of Evidence-based Research at MicroCapClub

    Planet MicroCap Podcast | MicroCap Investing Strategies

    Play Episode Listen Later Jul 16, 2025 39:22


    My guest on the show today is Ryan Telford, Head of Evidence-Based Research at MicroCapClub. In this episode, Ryan breaks down the performance and methodology behind the MC Guts MicroCap Index — a quant-driven benchmark launched by MicroCapClub to track microcap stocks in the U.S., Canada, and Europe. We discuss why Canada and Europe are outperforming while the U.S. lags in 2025, sector rotation, and how Ryan's “GUTS” framework — Growth, Undervalued, Timing, and Sentiment — identifies overlooked opportunities in the microcap universe. Ryan also shares how the index filters for quality, liquidity, and momentum, and how his research is challenging some of the conventional wisdom around dividend payers, ROIC, and the 52-week low strategy. For more information about MicroCapClub, please visit: https://microcapclub.com/ You can Follow Ryan Telford on Twitter/X @RTelford_invest: https://x.com/RTelford_Invest Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

    World Wide Honeymoon Travel Podcast
    What Is It Like Hiking The Aiguilles de Bavella Loop in Corsica? (+ Tips For Success)

    World Wide Honeymoon Travel Podcast

    Play Episode Listen Later Jul 16, 2025 46:05


    Are you hoping to visit Corsica? I've got a story for you! I (Kat) did a 9-day road trip around Corsica full of fun, relaxation, adventure, and more! Aside from the stunning beaches in Corsica, there are also ample hiking trails. It is known for the GR20, a multi-day trek known to be one of the most challenging in Europe. While I definitely didn't attempt that, I did hike a portion of it when my friend and I hiked the Aiguilles de Bavella Loop Trail. But things suddenly took a turn when AllTrails information was inaccurate and reviews that claimed it was only a 4.5-hour hike also weren't always fully correct. What was supposed to be a 6.9-mile (11.1 km) hike in 4.5 hours, it ended up being an 8.4-mile (13.5 km) hike that took around 7-7.5 hours. It's not the longest day hike I've ever done… but certainly one where we weren't prepared with ample water. Lessons were most certainly learned including to always pack more water than you think you'll need AND ALWAYS carry a LifeStraw Water Bottle. Here is my tale that is partially funny (now that we're totally fine) and partially a little scary. Plus, I've got tips for your success in hiking this trail. Bon courage while hiking the Aiguilles de Bavella Loop in Corsica!   Corrections: -There were many people that did complete it on AllTrails, but for some it looks like many spots disconnected, making it appear shorter and/or possibly have less time. -Depending on your physical fitness and breaks, you could take between 5-8 hours. -Getting up the mountain is around 2-2.5 miles or so (rather than 3 miles), then it goes down for a bit. -The repelling on a chain wasn't fully vertical, it was just a steep decline.   Check us out on Substack: Follow for updates, free and paid posts, and exclusive podcast episodes! Subscribe here to get this exclusive content now! Traveling to France? Check out our Facebook Group called France Travel Tips to ask/answer questions and learn more! Don't forget to follow along! Instagram: https://www.instagram.com/worldwidehoneymoon Facebook: https://www.facebook.com/worldwidehoneymoon TikTok: https://www.tiktok.com/@worldwidehoneymoon World Wide Honeymoon Blog: https://worldwidehoneymoon.com France Voyager Blog: https://francevoyager.com Subscribe to the World Wide Honeymoon blog here for monthly updates and tips + get our FREE trip planning guide: https://www.subscribepage.com/o4e5c2

    Colleen & Bradley
    07/16 Wed Hr. 3: Hire a witch on Etsy

    Colleen & Bradley

    Play Episode Listen Later Jul 16, 2025 38:20


    Etsy witches, Sanchez and Bezos are back from Europe, SJP laughs at Lauren Sanchez's Vogue cover, One star reviews and the 5 second ruleRULA MENTAL HEALTHCARE COMPANY LINK: Rula patients typically pay $15 per session when using insurance. Connect with quality therapists and mental health experts who specialize in you at https://www.rula.com/abd #rulapodSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Birdies & Bourbon
    Parker Haynes Chats The Open Preview, PGA Tour Pursuit, Bourbon, Europe Golf, Scottie Scheffler, Brooks Koepka & More

    Birdies & Bourbon

    Play Episode Listen Later Jul 16, 2025 70:40


    Parker Haynes Chats The Open Preview, PGA Tour Pursuit, Bourbon, Europe Golf, Scottie Scheffler, Brooks Koepka & MoreBirdies & Bourbon welcomes Parker Haynes to the show. We chat through Parker's PGA Tour pursuit and global golf travels. We chat through the field at The Open this week and pick our lineup and One and Done. Will Scottie Scheffler pickup and Open title? Will Brooks Koepka when another major? Ben Griffin has had a great year, can he take home the jug? Sip along with some Blantons or Eagle Rare as we chat The Open and European golf courses. Cheers. Apparel for the show provided by turtleson. Be sure to check them out online for the new season lineup at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://turtleson.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠/⁠⁠⁠⁠ Thanks to Fantasy National Golf Club for providing the stat engine for the show. They can be found at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.fantasynational.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Neat Glass. Be sure to check out The Neat Glass online at ⁠⁠⁠⁠theneatglass.com⁠⁠⁠⁠ or on Instagram @theneatglass for an improved experience and use discount code: bb10 to receive your Birdies & Bourbon discount. Thank you for taking the time listen to the Birdies & Bourbon Show for all things PGA Tour, golf, gear, bourbon and mixology. Dan & Cal aim to bring you entertaining and informative episodes weekly. Please help spread the word on the podcast and tell a friend about the show. You can also help by leaving an 5-Star iTunes review. We love to hear the feedback and support! Cheers. Follow on Twitter & Instagram (@birdies_bourbon)

    Follow Your Dream - Music And Much More!
    Andrew Constantine - Renowned British Classical Conductor. Musical Director Of Fort Wayne Philharmonic And Reading Symphony Orchestra. Conducted Major Orchestras Across Europe And America!

    Follow Your Dream - Music And Much More!

    Play Episode Listen Later Jul 16, 2025 38:23


    Andrew Constantine is a renowned British classical conductor who is celebrated for his powerful artistry and passionate interpretations. He's the Music Director of the Fort Wayne Philharmonic and the Reading Symphony Orchestra. He has conducted major orchestras across Europe and the United States, including the Philadelphia Orchestra, the Baltimore Symphony and the BBC Philharmonic.My featured song is my reimagined instrumental version of “You Really Got Me” by The Kinks from the album The Queens Carnival by my band Project Grand Slam. Spotify link.------------------------------------------The Follow Your Dream Podcast:Top 1% of all podcasts with Listeners in 200 countries!Click here for All Episodes Click here for Guest List Click here for Guest Groupings Click here for Guest TestimonialsClick here to Subscribe Click here to receive our Email UpdatesClick here to Rate and Review the podcast—----------------------------------------CONNECT WITH ANDREW:www.andrewconstantine.com______________________ROBERT'S RECENT SINGLES:“THE CUT OF THE KNIFE” is Robert's latest single. An homage to jazz legend Dave Brubeck and his hit “Take Five”. It features Guest Artist Kerry Marx, Musical Director of The Grand Ole Opry band, on guitar solo. Called “Elegant”, “Beautiful” and “A Wonder”! CLICK HERE FOR THE OFFICIAL VIDEOCLICK HERE FOR ALL LINKS—----------------------------“DAY AT THE RACES” is Robert's newest single.It captures the thrills, chills and pageantry of horse racing's Triple Crown. Called “Fun, Upbeat, Exciting!”CLICK HERE FOR THE OFFICIAL VIDEOCLICK HERE FOR ALL LINKS___________________“MOON SHOT” reflects my Jazz Rock Fusion roots. The track features Special Guest Mark Lettieri, 5x Grammy winning guitarist who plays with Snarky Puppy and The Fearless Flyers. The track has been called “Firey, Passionate and Smokin!”CLICK HERE FOR THE OFFICIAL VIDEOCLICK HERE FOR ALL LINKS____________________“ROUGH RIDER” has got a Cool, ‘60s, “Spaghetti Western”, Guitar-driven, Tremolo sounding, Ventures/Link Wray kind of vibe!CLICK HERE FOR THE OFFICIAL VIDEOCLICK HERE FOR ALL LINKS—--------------------------------“LOVELY GIRLIE” is a fun, Old School, rock/pop tune with 3-part harmony. It's been called “Supremely excellent!”, “Another Homerun for Robert!”, and “Love that Lovely Girlie!”Click HERE for All Links—----------------------------------“THE RICH ONES ALL STARS” is Robert's single featuring the following 8 World Class musicians: Billy Cobham (Drums), Randy Brecker (Flugelhorn), John Helliwell (Sax), Pat Coil (Piano), Peter Tiehuis (Guitar), Antonio Farao (Keys), Elliott Randall (Guitar) and David Amram (Pennywhistle).Click HERE for the Official VideoClick HERE for All Links—----------------------------------------Audio production:Jimmy RavenscroftKymera Films Connect with the Follow Your Dream Podcast:Website - www.followyourdreampodcast.comEmail Robert - robert@followyourdreampodcast.com Follow Robert's band, Project Grand Slam, and his music:Website - www.projectgrandslam.comYouTubeSpotify MusicApple MusicEmail - pgs@projectgrandslam.com 

    Disruptive CEO Nation
    Episode 301: Beyond the Warehouse: E-Commerce, Tariffs & Entrepreneurial Grit with Abel Horvath, Founder & CEO of Fulfillment Hub USA; Miami, FL, USA

    Disruptive CEO Nation

    Play Episode Listen Later Jul 16, 2025 22:05


    What happens when a former automotive executive pivots into e-commerce logistics and builds one of the fastest-scaling fulfillment companies in the world? You'll find out in this revealing conversation with Abel Horvath. In this episode of Disruptive CEO Nation, Abel Horvath, Founder and CEO of Fulfillment Hub USA joins the conversation. Starting out in Miami just months before the pandemic, Abel scaled his business to include facilities across the U.S., Europe, and South America—all while navigating global supply chain chaos, customer needs, and explosive e-commerce demand. Abel shares what it takes to lead a fast-growing logistics company, why customization is the future of fulfillment, and the unexpected lessons he's learned along the way. If you're in the business of physical products or curious about global entrepreneurship, this is a must-listen episode packed with operational wisdom, leadership insights, and inspiring grit.   Here are highlights: -Abel's Journey from Volkswagen to Founder: He left a corporate job at VW to start his own fulfillment business beginning with package forwarding and expanding into global e-commerce logistics. -Global Growth in Just a Few Years: Fulfillment Hub USA now has facilities in Miami, New York, LA, San Francisco, Poland, Germany, Colombia, India, and more. -Helping Clients Sell More, Not Just Ship: The company offers product customization, website setup, and marketing support to help clients grow, not just store and ship products. -Adapting to Tariffs and Changing Margins: When tariffs increased, Abel noticed which clients could absorb the cost and which couldn't. This helped shape new strategies to serve different types of businesses. -Hard Lessons from Rapid Scaling: Abel shares the importance of cash reserves, having multiple backup plans, and building a team that's willing to grow with you even during 14-hour workdays.   About the guest: Abel Horvath is the visionary founder and CEO of Fulfillment Hub USA, a rapidly scaling e-commerce logistics company. With a Ph.D. in economics and years of experience at Volkswagen Group, Abel pivoted during the early days of the pandemic to build a global fulfillment network—from Miami to Europe and South America. Under his leadership, the company has grown to include multiple U.S. hubs and international operations in Poland, Germany, Colombia, and India, with new facilities on the horizon. Passionate about innovation, Abel empowers clients with value‑add services like product customization, marketing support, and full business setup. A relentless problem‑solver, he advocates for strong cash reserves, agility, and a loyal, dedicated team to support fast-paced growth.   Connect with Abel:   Website: https://fulfillmenthubusa.com/ LinkedIn: https://www.linkedin.com/in/abelhorvath/   Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/    #CEO #leadership #startup #founder #business #businesspodcast  Learn more about your ad choices. Visit megaphone.fm/adchoices