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*Explicit Mix* - 128BPM -New workout mix featuring all songs in the key of G Minor. Instagram: @djrolemodel ❤❤❤ #djrolemodel
The Apocalypse Players — a Call of Cthulhu actual play podcast
In which the players attempt the most civilised of rolls, and the results are predictably demented… A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license Epidemic Sound: Radestsky March - Trad. When I am Calling Your Name - Giant Ember Ave Maria - Trad. String Quartet in D - Andante (Trad.) Scorpion Dance - Mike Franklyn Sneaky Fingers (T. Mori) Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Lucky Bird - River Run Dry Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 (SFX Producer) Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad. Taproot - Esme Cruz Distant Chanting - Jon Bjork Vacuum Sealer - Edward Karl Hanson It Lurks Below - Trailer Worx Godsend - Johannes Bomlof Amaranth Fields - Reynard Seidel Let Them Try - Hampus Naeselius Evil Intentions - Experia Trailed By Horror - Trailer Worx
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.This week we wanted to address two questions that have come up from our recent posts and videos. The first on why are we not more pound-the-table bullish on crude oil after noting how inexpensive it is versus a bunch of other commodities. The second question is what kind of capital return could work is on what kind of “yield vehicle” could be possible for shale pure-plays that do not want to sell to a larger company and where diversification wouldn't make sense.
The Apocalypse Players — a Call of Cthulhu actual play podcast
In which new friends make dramatic exits, biblical passages are employed, and clues are finally followed up on! A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license With very special thanks to Finn McAleer for the use of his fiddle music, particularly his album ‘Rough As Folk' (with The Great Bearded Tits). More of Finn's music can be found here: https://www.youtube.com/@finnnnn Epidemic Sound: Radestsky March - Trad. When I am Calling Your Name - Giant Ember Ave Maria - Trad. String Quartet in D - Andante (Trad.) Scorpion Dance - Mike Franklyn Sneaky Fingers - T. Mori Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Lucky Bird - River Run Dry Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 - SFX Producer Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad. Taproot - Esme Cruz Distant Chanting - Jon Bjork Vacuum Sealer - Edward Karl Hanson It Lurks Below - Trailer Worx Godsend - Johannes Bomlof Amaranth Fields - Reynard Seidel Let Them Try - Hampus Naeselius Evil Intentions - Experia Trailed By Horror - Trailer Worx House of Horror - Marc Torch Beast By Beast - Edward Karl Hanson Wicked Games - Philip Ayers Onus - Ethan Sloane No Time For Drinks - Martin Landstrom Winnipeg Sneak - Arthur Benson Oddball - Jon Bjork Corrivation - Ethan Sloane Eye For Detail - Jay Varton Stay Or Go - Farrell Wooten Sign Here - Enigmatic Lemon Squeezy - Martin Landstrom Survival - Bonnie Grace
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.This week we will have some fun with Bloomberg charts as it relates to the crude oil macro. We noted in our The Good, The Bad, and The Misunderstood Amidst Major Macro Cross Currents written post from two weeks ago (here) that crude oil remains a critically important energy source albeit with conflicting cross currents that are both bullish (US shale maturity tailwinds) and bearish (China slowdown headwinds, OPEC+ supply increases). Whatever one's view of oil, it is still a huge driver of sentiment toward the energy sector and of course Energy's weighting in the S&P 500 is driven by the largest oil and gas companies like ExxonMobil, Chevron, etc. One thing is clear from all the charts, oil looks inexpensive to gold, copper, and refining margins and is at the low end of its recent band to Henry Hub natural gas and TTF. Oil is the big laggard and it is casting a pall on Energy's S&P 500 weighting, which has sunk back to a dismal 3% of the S&P 500 versus a Russia-Ukraine high of 5% and its pre-2015 range of 8%-12%. The question is whether oil and oil equities are values or value traps. As a spoiler alert, we are not sure we are actually going to be able to definitively answer that today, and the answer in part depends on one's time horizon. The short-term looks to be more challenging, whereas over the long run we do not believe “the end of oil” is anywhere near. To be clear, over the remainder of this decade, we are more optimistic on growth in power generation—US and global—natural gas demand and for that matter other power generation energy sources like solar + batteries and non-OECD coal. Equities favorably exposed to those trends should perform accordingly. But for the Energy sector broadly speaking to regain a much larger S&P weighing, oil is still the king.
Benedetto Marcello (1686 –1739) – Sonate per flauto Sonate No. 1 F Major 1. 00:00 Adagio2. 03:50 Allegro 3. 06:27 Largo 4. 07:53 Allegro Sonate No. 8 D Minor 5. 09:23 Adagio 6. 13:02 Allegro 7. 15:46 Largo 8. 17:12 Presto Sonate No. 3 G Minor 9. 21:25 Adagio 10. 24:40 Allegro 11. 26:51 Adagio 12. 27:28 A Tempo Giusto (Presto) René Clemencic, flauto
ANNA OUSPENSKAYA, CLASSICAL PIANIST FORMERLY FROM THE FORMER SOVIET UNION WITH SAMPLES AND FULL SELECTIONS OF SEVERAL CLASSICAL PIECES INCUDING: SAMPLES OF Rodion Shchedrin, Basso Ostinato from Two Polyphonic Pieces, Mendelssohn Trio Op 66 in C minor. 1st movement AND BOTH MOVEMENT 2 AND 3 FROM Babajanian trio in F-sharp Minor 2nd and 3rd movements.AS WELL AS COMPLETE PIECES Chopin Sonata for Cello and Piano Op.65, in G Minor, 1st movement, Tchaikovsky Concerto for Piano and Orchestra No. 2 in G Major, 1st movement. AND Tchaikovsky Concerto for Piano and Orchestra No. 2 in G Major.
The Apocalypse Players — a Call of Cthulhu actual play podcast
A brief interlude, in which the players prove that they do play by the rules… even if they're not entirely sure what they are. A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. APOCALYPSE PLAYERS LIVE! On Saturday 24th and Sunday 25th May, AND due to popular demand Monday 26th May @ 7.30pm, we will be back at the Rosemary Branch theatre. https://www.rosemarybranchtheatre.co.uk/show/the-apocalypse-players-live-3 “Dare you join us again on a cosmic odyssey into the eldritch and strange? The four greatest roleplayers from the ancient city of Carcosa RETURN to the Rosemary Branch Theatre for further self-abasement at the altar of the Great Old Ones. Combining the Call of Cthulhu tabletop roleplaying game with improvisational sorcery, the award-winning Apocalypse Players will take their sacrificial offerings (that's you, the audience) to the brink of sanity, but who will crack first!?” Hope to see you there! The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license With very special thanks to Finn McAleer for the use of his fiddle music, particularly his album ‘Rough As Folk' (with The Great Bearded Tits). More of Finn's music can be found here: https://www.youtube.com/@finnnnn Epidemic Sound: Radestsky March - Trad. When I am Calling Your Name - Giant Ember Ave Maria - Trad. String Quartet in D - Andante (Trad.) Scorpion Dance - Mike Franklyn Sneaky Fingers - T. Mori Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Lucky Bird - River Run Dry Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 - SFX Producer Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad. Taproot - Esme Cruz Distant Chanting - Jon Bjork Vacuum Sealer - Edward Karl Hanson It Lurks Below - Trailer Worx Godsend - Johannes Bomlof Amaranth Fields - Reynard Seidel Let Them Try - Hampus Naeselius Evil Intentions - Experia Trailed By Horror - Trailer Worx House of Horror - Marc Torch Beast By Beast - Edward Karl Hanson Wicked Games - Philip Ayers Onus - Ethan Sloane No Time For Drinks - Martin Landstrom Winnipeg Sneak - Arthur Benson Oddball - Jon Bjork Corrivation - Ethan Sloane Eye For Detail - Jay Varton Stay Or Go - Farrell Wooten Sign Here - Enigmatic Lemon Squeezy - Martin Landstrom Survival - Bonnie Grace
The Apocalypse Players — a Call of Cthulhu actual play podcast
The First Policeman In which our players visit 999, Letsby Avenue... A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. APOCALYPSE PLAYERS LIVE! On Saturday 24th and Sunday 25th May, AND due to popular demand Monday 26th May @ 7.30pm, we will be back at the Rosemary Branch theatre. https://www.rosemarybranchtheatre.co.uk/show/the-apocalypse-players-live-3 “Dare you join us again on a cosmic odyssey into the eldritch and strange? The four greatest roleplayers from the ancient city of Carcosa RETURN to the Rosemary Branch Theatre for further self-abasement at the altar of the Great Old Ones. Combining the Call of Cthulhu tabletop roleplaying game with improvisational sorcery, the award-winning Apocalypse Players will take their sacrificial offerings (that's you, the audience) to the brink of sanity, but who will crack first!?” Hope to see you there! The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license Epidemic Sound: Radestsky March - Trad. When I am Calling Your Name - Giant Ember Ave Maria - Trad. String Quartet in D - Andante (Trad.) Sneaky Fingers (T. Mori) Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 (SFX Producer) Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad.
The Apocalypse Players — a Call of Cthulhu actual play podcast
In which our players completely Mr Pew... A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. APOCALYPSE PLAYERS LIVE! On Saturday 24th and Sunday 25th May, AND due to popular demand Monday 26th May @ 7.30pm, we will be back at the Rosemary Branch theatre. https://www.rosemarybranchtheatre.co.uk/show/the-apocalypse-players-live-3 “Dare you join us again on a cosmic odyssey into the eldritch and strange? The four greatest roleplayers from the ancient city of Carcosa RETURN to the Rosemary Branch Theatre for further self-abasement at the altar of the Great Old Ones. Combining the Call of Cthulhu tabletop roleplaying game with improvisational sorcery, the award-winning Apocalypse Players will take their sacrificial offerings (that's you, the audience) to the brink of sanity, but who will crack first!?” Hope to see you there! The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license Epidemic Sound: Radestsky March - Trad. When I am Calling Your Name - Giant Ember Ave Maria - Trad. String Quartet in D - Andante (Trad.) Sneaky Fingers (T. Mori) Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 (SFX Producer) Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We continue our series of “long takes” amidst the macro mess we are slogging through and wanted to hit upon a couple of observations coming out of a surprisingly interesting quarterly earnings season that we think are relevant as corporates and investors think through long-term implications and opportunities. The first comes courtesy of Diamondback Energy: Is US shale oil peaking? And if it is, what does that mean for the energy macro. The second comes from Next Era Energy which made some interesting remarks about the relative economics of various generation sources juxtaposed against massive US power demand growth. The first two points then lead to the obvious question of how should companies think about business evolution, M&A and strategy during a period of uncertainty and turmoil to best position themselves for the decade ahead. For investors, who and what do you want to own?
The Apocalypse Players — a Call of Cthulhu actual play podcast
In which Theodore Pew opens up to the Players. A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. APOCALYPSE PLAYERS LIVE! On Saturday 24th and Sunday 25th May, AND due to popular demand Monday 26th May @ 7.30pm, we will be back at the Rosemary Branch theatre. https://www.rosemarybranchtheatre.co.uk/show/the-apocalypse-players-live-3 “Dare you join us again on a cosmic odyssey into the eldritch and strange? The four greatest roleplayers from the ancient city of Carcosa RETURN to the Rosemary Branch Theatre for further self-abasement at the altar of the Great Old Ones. Combining the Call of Cthulhu tabletop roleplaying game with improvisational sorcery, the award-winning Apocalypse Players will take their sacrificial offerings (that's you, the audience) to the brink of sanity, but who will crack first!?” Hope to see you there! The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license Epidemic Sound: Radestsky March - Trad. When I am Calling Your Name - Giant Ember Ave Maria - Trad. String Quartet in D - Andante (Trad.) Sneaky Fingers (T. Mori) Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 (SFX Producer) Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We wanted to follow up on the Special Edition episode of this week's Close of Business Tuesday video podcast where we interviewed Mark Lashier, the CEO of Phillips 66. P66 is in the midst of a proxy battle with Elliott Advisors. I will refer everyone to that episode (here) as well as the published materials from both the company (here) and Elliott (here) for more information. At Super-Spiked, it is our self-imposed policy to not discuss individual companies and so this is not P66 dedicated episode. What we are looking to do though is discuss a few topics about how we think about corporate strategy including (1) being diversified vs a pure play, (2) when it makes sense to restructure and split apart and when it doesn't, (3) when does external activism make sense, and (4) how to be your own internal activist. We are in a macro environment where a lot is changing in terms of the outlook for China, the increasing maturity of U.S. shale oil, faster expected power generation and the role of different energy sources to meet that growth. Geopolitics remain front and center. We expect oil demand to grow but it's going to be choppy. Natural gas, LNG (liquefied natural gas), and NGLs (natural gas liquids) are expected to grow much faster, but what is the right business model to participate? Will upstream companies need to start looking overseas again? And if so, who and how is the best way to do that? There are a lot of moving parts. As companies consider potentially meaningful strategic actions, there is the risk of a disconnect between what some will think is the best course of action in the near term versus the evaluation of risk/reward opportunities in the long term. As companies take steps, some will be second-guessed and the specter of rising shareholder activism will be there.To be clear, different analysts will have different takes on this topic and what companies should do. There is no one-size-fits-all answer to any of this stuff. It can be frustrating or perhaps annoying that luck and timing can matter a lot, but so does good governance and management. No one bats 1.000. But structural underperformance is neither sustainable nor OK either.
The Apocalypse Players — a Call of Cthulhu actual play podcast
In which a group of old school friends test their memories, mammories & mettle… and our players discover that a year is a long time without hobbies… A Call of Cthulhu scenario by Danann McAleer. Episodes released weekly. Cast: Dr. Henry Carraig-Muire - Joseph Chance Rev. Perregrine McCutcheon - Dan Wheeler Lady Helen Marjorie Bjarmia Potts - Dominic Allen CW: This podcast contains mature themes, strong language and cosmic horror. Human discretion is advised. APOCALYPSE PLAYERS LIVE! On Saturday 24th and Sunday 25th May, AND due to popular demand Monday 26th May @ 7.30pm, we will be back at the Rosemary Branch theatre. https://www.rosemarybranchtheatre.co.uk/show/the-apocalypse-players-live-3 “Dare you join us again on a cosmic odyssey into the eldritch and strange? The four greatest roleplayers from the ancient city of Carcosa RETURN to the Rosemary Branch Theatre for further self-abasement at the altar of the Great Old Ones. Combining the Call of Cthulhu tabletop roleplaying game with improvisational sorcery, the award-winning Apocalypse Players will take their sacrificial offerings (that's you, the audience) to the brink of sanity, but who will crack first!?” Hope to see you there! The Apocalypse Players is an actual play (or live play) TTRPG podcast focused on horror tabletop roleplaying games. Think Dimension 20 or Critical Role, but fewer dragons, more eldritch horrors, and more British actors taking their roleplaying very seriously (most of the time). We primarily play the Chaosium RPG Call of Cthulhu, but have also been known to dabble with other systems, most of which can be found on our Patreon: www.patreon.com/apocalypseplayers We now have a free Discord server where you can come worship at the altar of the Apocalypse, play Call of Cthulhu online, and meet like-minded cultists who will only be too eager to welcome you into the fold. New sacrifices oops we mean players are always welcome. Join here: discord.com/invite/kRQ62t6SjH For more information and to get in touch, visit www.apocalypseplayers.com The Apocalypse Players are: Dominic Allen @domjallen Joseph Chance @JosephChance2 Danann McAleer @DanannMcAleer Dan Wheeler @DanWheelerUK Music and SFX from Epidemic Sound Kevin MacLeod, at Incompetech: Vanishing by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4578-vanishing License: https://filmmusic.io/standard-license Virtutes Instrumenti by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4590-virtutes-instrumenti License: https://filmmusic.io/standard-license Epidemic Sound: Drone Haunting 2 String Quartet 2 (Andante) - Trad. Lemon Squeeze (Martin Landstromm) Sneaky Fingers (T. Mori) Trollmors Vaggsang (String Quartet Version) - Trad. Prayer - Arvid Svenungsson The Spy - Wendy Martini Hallucinarium - Kalak Polska Fran Knaggalve - Trad. Persapojkarnas Polska - Trad. Joyful Occasions - Ludvig Moulin Folksong on Piano - Trad. Horror Composition 5 (SFX Producer) Vivaldi - The Four Seasons, Violin Concerto in E Major, Op. 8 No. 1, RV 269 “Spring” II. Largo e pianissimo sempre - Michelle Ross Vivaldi - The Four Seasons, Violin Concerto in G Minor, Op. 8 No. 2, RV 315 “Summer” III. Presto - Michelle Ross Largo from Xerxes - Trad.
John Wilson, Piedmont Community Church, Piedmont, California
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video. We tried our best to avoid “hot takes” and stick with how to think about what it means for the Energy sector over the long run—i.e., the “long takes.” For companies and investors that are not trying to day trade this crazy market, there are some fundamental questions about how to think about the macro, CAPEX, M&A, and what to do with so much uncertainty. We would like to wish everyone that celebrates a Happy Easter. We too will be enjoying the long weekend and will publish our next Super-Spiked in two weeks.
On this episode of Inside the Music, Artistic Director of Capital Region Classical Derek Delaney continues to explore the works of Rachmaninoff: this time the Corelli Variations and the G-minor Cello Sonata with live CRC performance by pianist Alexander Melnikov, cellist David Finckel, and pianist Wu Han.Corelli Variations, Op. 42Alexander Melnikov [1/29/2017 performance]Cello Sonata in G Minor, Op. 19David Finckel & Wu Han [5/20/2005 performance]Dive deeper into this episode's repertoire by heading to our YouTube channel for a discussion with some of our audience members about the program.Follow us to stay up to date on the latest from Capital Region Classical including concerts, events, and new episodes of Inside the Music:WebsiteFacebookInstagramYouTube© Capital Region Classical
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle. But President Trump's April 2 “Liberation Day” Rose Garden event squashed those publication plans. OPEC decided to add to the noise with its own surprise announcement that it would add additional volumes. As of the April 3 close, energy equities, oil commodities, and the broader stock market have been hit hard and we have pivoted this week to producing a short video podcast to share our thoughts. With the major caveat that we are one day into whatever this potential new paradigm is—and given our aversion to providing “hot takes” on the news of the day—we wanted to offer some initial long-term perspectives on macro developments, i.e., “long takes” so to speak.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week's video is a follow up to last week's written post titled "What Does Energy Pragmatism Mean for Climate & Sustainability" (here). We wanted to expand on some of the points in our own voice and also address various questions and pushback we have received.Our key messages this week: (1) Energy pragmatism means a return to energy's natural hierarchy of needs, rather than the inverted version that pretended anyone anywhere prioritizes carbon emission reductions over energy availability and reliability; (2) investment flows into non-fossil fuel energy sources are not impacted by western world virtue signaling, as the climate bubble actually peaked way back in 2021; (3) the other 7 billion people in developing markets hold the key to how energy markets will evolve in coming decades, not us Lucky 1 Billioners.
So much better than Instagram! Pierre-Auguste Renoir invited 14 friends to lunch one summer--several lunches actually--and ended up creating this spectacular work of art. In today's episode we find out about this happy group and that beautiful riverside restaurant they're clearly enjoying. And I'll tell you a pretty funny story about how Duncan Phillips was able to get this stunner for his new modern art museum, the Phillips Collection in Washington DC. SHOW NOTES “A Long Look” themes are "Easy" by Ron Gelinas https://youtu.be/2QGe6skVzSs and “At the Cafe with You” by Onion All Stars https://pixabay.com/users/onion_all_stars-33331904/ Episode music “Parisian” by Kevin MacLeod https://incompetech.com/music/royalty-free/music.html Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0 From Blue Dot Sessions: “Via Verre” https://app.sessions.blue/browse/track/306837 “Symphony 40 In G Minor” https://app.sessions.blue/browse/track/306840 “Etude 9 Stefan” https://app.sessions.blue/browse/track/306841 Artwork information https://www.phillipscollection.org/collection/luncheon-boating-party https://www.phillipscollection.org/event/2017-10-06-renoir-and-friends-luncheon-boating-party “The Eye of Duncan Phillips: A collection in the making” by Duncan Philips and David W. Scott. 1999. Edited by Erika D. Passantino. Washington, DC: Phillips Collection in association with Yale University New Haven. Sitters identified https://en.wikipedia.org/wiki/Luncheon_of_the_Boating_Party Holston papers William H. Holston papers, 1915-1964. Archives of American Art, Smithsonian Institution. Reel D-169 #1029-31 “Luncheon of the Boating Party” by Susan Vreeland https://bookshop.org/p/books/luncheon-of-the-boating-party-susan-vreeland/11716075?ean=9780143113522&next=t Maison Fournaise https://www.maisonfournaise.com https://en.wikipedia.org/wiki/Maison_Fournaise Caillebotte episode https://alonglookpodcast.com/08-skiffs-caillebotte Transcript available at https://alonglookpodcast.com/boatingparty/
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.This past week we attended CERAWeek by S&P Global in Houston. Pragmatism, balance, and realism have been the themes uttered by just about every single speaker. Some have long been in this camp. Others are new. All are welcomed. We are still embracing inclusivity at Super-Spiked. Some will say we shouldn't be so forgiving to those people that 5 minutes ago were calling for an end to fossil fuel investment and are now suddenly seeing the light in regards to reliability, geopolitical security, and affordability. You, our loyal subscribers, know where we have been standing all along. It is our mission that the dialogue, understanding, and macro energy policies recognize energy's natural hierarchy of needs, where all anyone anywhere at all times cares about is can I use energy right now. Without energy access there is nothing. So in that spirit, we welcome everyone to the world of pragmatism.Before we get into our Top 10 takeaways from CERAWeek 2025, we would like to offer our congratulations to Dan Yergin, Atul Arya, and everyone at S&P Global for putting on a world class show. We learned a ton and caught up with many friends and colleagues from around the world. There is no conference like CERAWeek that brings together all of the global energy industry in one place.
Hello to you listening in Jasper, Indiana!Coming to you from Whidbey Island, Washington this is Stories From Women Who Walk with 60 Seconds for Thoughts on Thursday and your host, Diane Wyzga. In the early 1990s a cellist in Sarejevo, Vedran Smajlovic, went out into the square when the bombs were dropping and started playing his cello. A journalist asked him, "Why are you out here playing your cello while the bombs are dropping?" The cellist replied, “Why are they dropping bombs while I'm playing the cello?”In the face of tragedy art and beauty might be all some of us have to offer. Art and beauty give us hope, remind us of our humanity even when someone else denies it, as well as help shape the stories of the society they reflect.Walking life's path can be made a bit more hopeful when we have art, music and brave souls to walk along with us.Whether the voice of a child singing a tune from the movie, Frozen; Vera Lytovchenko, violinist and teacher playing in a bomb shelter dressed in an evening gown; a piano player outside a train station; or men singing their country's anthem.Click HERE to listen a 2 minute broadcast from 2 years ago. It's the voices and music of a determined nation fighting for its unbowed Ukranian soul and winning albeit at great cost. But music alone won't do it. Hear us, world leaders: if Ukraine maintains its determination and gets necessary external military support, it can win this war of attrition! NOTE: During the nearly four-year siege of Sarajevo that ended in 1996, Vedran Smajlovic played Albinoni's Adagio in G Minor on his cello in ruined buildings, including the Vijecnica, the Bosnian capital's destroyed city hall. He also played at funerals despite the threat of sniper fire. His powerful music became a sign of resilience and of the triumph of humanity over brutality. You're invited: “Come for the stories - stay for the magic!” Speaking of magic, I hope you'll subscribe, share a nice shout out on your social media or podcast channel of choice, (including Android, Amazon Music, Audible & Pandora Radio) and join us next time! Remember to stop by the Quarter Moon Story Arts website, check out the Services I offer, arrange a Discovery Call, and Opt In to stay current with Diane and Quarter Moon Story Arts as well as on LinkedIn and Substack as Wyzga on Words Stories From Women Who Walk Production TeamPodcaster: Diane F Wyzga & Quarter Moon Story ArtsMusic: Mer's Waltz from Crossing the Waters by Steve Schuch & Night Heron MusicAll content and image © 2019 to Present: for credit & attribution Quarter Moon Story Arts
Father Henk, Dido's Lament, Bishop Barron, Adagio in G Minor, Rush Limbaugh, conclusionBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-true-conservative--2039343/support.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We follow up on last week's post that heralded The Rise of the Energy Pragmatism Era (here). No more inverting the hierarchy of needs with non-sensical net-zero-is-all-that-matters energy outlooks that would subjugate vast swaths of humanity to ongoing poverty. We have moved into an exciting and even fun new period for all things energy—new, old and everything in between. Oil & gas is converging with power. Technology and energy are converging in the sense that you can't have the former without the latter. Billion-person scale economies in the developing world are doing whatever it takes to bring wealth to their citizens—all of which is synonymous with energy growth. And for those regions it will be a focus on reliability, affordability, and geopolitics that will motivate an increasingly diverse mix of energy sources and technology. This is not about looking backwards...it's about the path forward.This week's video will start our discussion on new opportunities that could arise as energy pragmatism spreads, in particular to regions that had been most in “climate only” mode. What regions have been left behind that deserve a fresh look? How can we best meet the substantial energy needs of ALL 8 billion people on Earth? Real economics are returning, not unsustainable rich-country government handouts to the wealthiest amongst us. Welcome to The Energy Pragmatism Era!
On this week's episode of Inside the Music, join Derek Delaney, Artistic Director of Capital Region Classical, as he explores in depth Chopin's 'Tragic' Polonaise and his four Ballades with live CRC performance by pianists Rafal Blechacz and Emanual Ax. Polonaise in F-sharp Minor, Op. 44, TragicRafal Blechacz [10/26/2014 performance]Complete BalladesNo. 1 in G Minor, Op. 23No. 2 in F Major, Op. 38No. 3 in A-flat Major, Op. 47No. 4 in F Minor, Op. 52Emanuel Ax [12/2/2005 performance]Dive deeper into this episode's repertoire by heading to our YouTube channel for a discussion with some of our audience members about the program.Follow us to stay up to date on the latest from Capital Region Classical including concerts, events, and new episodes of Inside the Music:WebsiteFacebookInstagramYouTube© Capital Region Classical
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.The firehose of news flow out of the new Trump administration since, and frankly preceding, his inauguration has not stopped. While US presidents throughout history seem to elicit strong reactions, President Trump inspires a degree of hysteria from those that oppose him and a do-no-wrong deference from his supporters. What we find is that whatever the issue is—it could be domestic spending, sanctions, or tariffs—when someone has an obviously dripping disdain for Trump, it weakens the efficacy of their argument, even if partly accurate. The opposite is also true. We find both extremes to be pretty unhelpful in sorting through what matters. By the time this video podcast is published, President Trump will have only been in office for 4 weeks: there are still 3 years and 48 weeks to go—permanent freak out mode is not sustainable or healthy! In this week's video, which we recorded a little earlier than usual due to some travel this past week, we address a number of questions that have arisen. We are going to do our best to use our equity research analyst's mindset to assess policy actions taken or proposed. This means our only goal is to make the right call and provide the best insight we can for the companies we advise. We will keep our answers focused on how it all might impact the long-term energy macro and corporate strategy.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day. With that said, it's been an incredible first week and a half since the US inaugurated its 47th president. A fire hose of Trump-driven news has instantly recast global narratives around energy and geopolitics as well as as a host of other topics we don't normally cover in Super-Spiked. The World Economic Forum's Davos gathering happened last week. And DeepSeek, a Chinese AI program in the spirt of ChatGPT and related programs, burst onto the scene after its US iPhone app went viral last weekend, upending stock markets and in particular anything and everything related to the A.I. trade. We are going to try our best to put this torrent of news flow in the context of what it might mean for the longer-term trends and outlook for the energy that is our bread and butter.
微信公众号:「365读书」(dus365),有不定期赠书福利;微博:365读书v。主播:潮羽,365天每天更新一期。 文字版已在微信公众号【365读书】发布 。QQ:647519872 背景音乐:1.三宅一徳 - 孤独(Sepia);2.Arthur Rubinstein,Frédéric François Chopin - Nocturne No. 6 in G Minor, Op. 15, No. 3;3.Steven Halpern - Comfort Zone (Delta);4.Arthur Rubinstein,Frédéric François Chopin - Nocturne No. 12 in G, Op. 37, No. 2;5.David Nevue - How Deep the Father's Love。
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.It's been a great start to the year for the traditional energy and power sectors broadly speaking. This video will publish just two days before we have a new administration here in the U.S. And as we highlighted in our last few Super-Spiked's from December as well as the “Big Themes for 2025” outlook post from last week (here), we feel considerable optimism that the narratives and perspectives about energy are becoming more pragmatic and sensible after a pretty rough stretch over 2021-2024 where a very narrow definition of “The Energy Transition” unfortunately dominated energy mindspace. Our confidence that that era decisively came to a close in 2024was on a full display in what was a remarkably civil and mostly thoughtful confirmation hearing for Chris Wright, president-elect Trump's nominee to be energy secretary, conducted by the U.S. Senate Committee on Energy and Natural Resources. In this video we hope to further expand on our key themes for 2025 through the lens of some of the pushbacks or key questions we have been fielding.
This week's rounds are Music (Musicals), Bob Dylan, TV Towns (Quickfire), and 40 (with guest host Jay). The music is Blue Dot Sessions, with a song called Symphony 40 In G Minor.
主播|小伙子 嘉宾| 孟庆延 张新刚 何必本期节目是小伙子和东腔西调的孟庆延、张新刚、何必三位老师的一次交流。话题从“当下,大家是不是太把自己当回事了”这个议题引起,进而进入到对于当今时代很多现象的讨论与分析。在这个交流中,不争对错没有胜负,彼此尊重抛开客套,畅所欲言但是也无法尽述。这次交流本身带有某种古典主义气质,作品结构上也直奔主题,也是对于谈话类播客边界的一次探索。基础议题:“当下,大家是不是太把自己当回事了”,交流分为六个板块,分别是:一、在评论区中打破精英也打破专业二、关于破茧与趋同三、谁还愿意真实表达四、人为什么那么容易被冒犯五、外界反馈导致的自我崩塌六、真诚无法自证又无比珍贵,我们的情绪该如何安放|Song List|I Musici- 12 Violin Concertos, Op.4 La stravaganza Rev. Ephrikian Concerto No. 6 in G Minor, RV 316a1. Allegro|「东腔西调」主播做客日谈的往期节目|vol.552 修昔底德的时代是古代,我们的时代就不是古代了吗?vol.573 努力松弛反而更累了,不费力的生活在哪里?vol.638 江湖丛谈:东北没有黑社会vol.610 日谈X东腔西调:希罗多德笔下的偷窥事件与幸福论【收听平台】小宇宙|喜马拉雅|苹果播客|网易云音乐|荔枝|蜻蜓FM|QQ音乐|酷我音乐|酷狗音乐|懒人听书|微博音频|三联中读|听听FM|猫耳FM|Spotify|YouTube|关注我们|移步点击日谈公园品牌官网(链接:https://www.ritanbbpark.com),了解更多微信公众号:日谈公园微博:@日谈公园小红书:日谈公园即刻:日谈李小日B站:日谈公园|商务合作|欢迎发送邮件至 bbpark@ritanbbpark.com
A leitura é frequentemente exaltada como uma prática essencial ao desenvolvimento humano. No entanto, será que o ato de ler, quando transformado em hábito, pode embotar a consciência e reduzir sua profundidade? Este episódio do podcast filosófico da Nova Acrópole explora essa questão, trazendo a perspectiva filosófica sobre como a leitura pode ser uma ferramenta para a expansão do ser ou, ao contrário, um automatismo que nos afasta da verdadeira reflexão. Inspirados pela ideia de Délia Steinberg Guzman, 2ª Diretora Internacional da Nova Acrópole, refletimos sobre como a leitura permite que estejamos sozinhos, mas, ao mesmo tempo, em profunda conexão com o Universo e com os grandes pensamentos da humanidade. Afinal, é possível transformar a leitura em um verdadeiro caminho para a elevação da consciência? Participantes: Marcelo Silveira e Pedro Guimarães Trilha Sonora: A. Vivaldi - Trio Sonata in G Minor, RV 85 - II. Larghetto
WATCH the video on Substack by clicking the play button above on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow up on our written post from last week, Reflections On The End of The Energy Transition Era (here), to talk about important lessons learned from what was an insane period of time. This week will dive into the importance of governance, an area that frankly is often a bit of a black box for investors and those not involved in board-level discussions. We'll include a disclaimer upfront. The comments this week are generic to our 32-year career as an equity research analyst studying and engaging with the energy sector. We are not referring to any specific companies that we are personally involved with or via our role at Veriten.
Haze Radio Spotlight with DJ G Minor from Hot 97.5 LasVegas with Host Andrew Pitsicalis
Nicholas Kenyon selects his favourite version of Mozart's Symphony no.40 in G minor K.550.
WATCH the video on Substack by clicking the play button above on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We hope all of you that tune in or read Super-Spiked know that we try our hardest to be non-partisan and present views from what we refer to as an equity analyst's mindset, which means it does not matter what we personally think about an issue, we are just trying to make the right call. But this week we will confess that we are excited about the new energy team that has been proposed by president-elect former president Donald Trump with North Dakota governor Doug Burgum for Secretary of Interior and Liberty Energy CEO Chris Wright for Secretary of Energy. President Trump has also proposed creating a new National Energy Council that will be headed by Governor Burgum that will look to co-ordinate a whole-of-government approach to energy policies.We will apologize in advance that we are likely to sound far more partisan than we prefer. For those of you listening that either serve or have served in Democrat administrations—or that simply were not happy with how the recent election turned out—please know that we highly value you as a subscriber and we appreciate our ongoing engagement with those of you in that camp that we regularly dialogue with.The appointments of Governor Burgum and Mr. Wright signify a return to an approach to energy that puts abundance, reliability, security, and affordability at its core and an “all of the above” approach to harnessing American energy resources and technology. We would contrast this with the prior administration's emphasis on addressing climate change, which we see as a subsidiary issue within energy and should not be the centering policy point that comes with a climate activist agenda. The “climate only” focus of recent years that took hold in the aftermath of COVID was a motivating factor for the creation of Super-Spiked and our eventual un-retirement and joining Veriten. Chris Wright in particular has been outspoken via his Bettering Human Lives report (here). The report beautifully articulates why we use energy in the first place: to better human lives. Super-Spiked and Bettering Human Lives share a common worldview and motivating spirit. In this week's video podcast we will discuss how re-prioritizing energy abundance, reliability, security, and affordability differs from the “climate only” agenda of the past several years from the perspective of energy equities. Our written post from last week, which we would encourage you to read, addressed various macro and policy issues around energy scenario analysis, power, new energies, and oil markets (here).
This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst's mindset to evaluating the energy sector. That means we are simply trying to make the correct call on what we think will happen—not what we personally wish would happen or hope will happen. And we will do our best to stick with that in this video podcast, though when it comes to emotionally charged topics like elections, we'd have to admit that some amount of wish casting and personal opinion will creep in.In terms of Super-Spiked subscribers, we are going to guess that many of you, perhaps even a majority, will be pretty excited about the election results. But we also take a lot pride in the fact that we have a substantial contingent of subscribers that were hoping for a different outcome. The world is a better place for all of those viewpoints. And we thank all of you, those that agree with us and those that disagree, for your ongoing constructive engagement. As we repeatedly say, we are looking for the pushback to our views. It makes us better analysts.
WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We recorded this video podcast with a little less than a week to go before the November 5 US elections. We are seeing a lot of punditry commentary about what choosing one side or the other would mean for this policy or that sector and who will be the winners and losers depending on the outcome. We get it. There are differences between the parties, their areas of emphasis, and their rhetoric. But when it comes to the big picture outlook for the energy sector, we want to remind everyone that the structural macro trends unquestionably transcend micro politics. This is something we wrote about in our July 27, 2024 Super-Spiked, Does the US president's party impact the energy macro results? (here). At a high level, the answer is a firm “no.”Clearly individual companies and specific projects can be impacted as we have seen via the lack of approval for various pipeline projects or the LNG permit pause or the granting of tax credits to various new technologies. So yes, a specific company can be impacted by who wins. But at the big picture level, we believe the mega trends triumph over micro politics. Moreover, as we will show with the last 2 elections, various sectors did not perform as conventional wisdom expected.
Spanish Music For Guitar- Odyssey 32 16 0113, 1967 Mono reissue of the 1962 original Renata Tarrago 1927-2005 Catalan guitarist Torroba Concierto de Castilla Side 1 Selected Solo Works Side 2 Side 1 Adagio, Allegro Moderato Lovely opening movement, lots of bravado. Movement ends like a sportscar zooming into the garage Andante Listen for the bells about 2 minutes in. Has a very “Disney-like” feel for the bulk of the movement Ends with an a la Scaffold Berlioz-esque Andante, Allegro Moderato Much anticipation in the introduction The bells return in the Allegro Moderato Once again, the sports car motive come back to end the piece Side 2 Andante Largo, Fernando Sor She plays this like how most people play Sor…dry and unimaginative Preludio in G Minor, Renata Tarrago Barcarolle feel, nice composition Minuetto in D Major Op. 11 No. 5, Fernando Sor Andante from Sonatina in A, Federico Moreno Torroba Static performance, the studio slapback does not bode well En Los Triagles, Joaquin Rodrigo “In the wheatfields” --- Support this podcast: https://podcasters.spotify.com/pod/show/powellguitar/support
De bar is leeg maar onze studio is vol want er is weer een nieuwe aflevering opgenomen! Correspondent Heleen D'Haens is te gast over de Italiaanse premier Meloni, die deze maand haar tweejarige jubileum als premier van Italië kon vieren. En dat is in een land waar een premier het gemiddeld dertien maanden volhoudt al best een prestatie. Maar in die twee jaar tijd is ze bovendien uitgegroeid tot een van de belangrijkste politici van Europa. Werden haar standpunten bij haar aantreden als radicaal weggezet, worden ze inmiddels door vele regeringsleiders in Europa omarmd. Het zorgt er misschien wel voor dat de schijnwerpers niet staan op haar binnenlandse beleid, waar ze maatregelen neemt die de positie van minderheden zachtgezegd onder druk zetten. En daarnaast hebben we uitgebreid aandacht voor de onrust in Georgië, waar een groot deel van de bevolking in opstand komt vanwege verkiezingen die volgens de oppositie niet eerlijk verlopen zouden zijn. Shownotes: Trump over zijn gesprekken met Kim Jong Un (https://x.com/stclairashley/status/1850043600261804449) Georgian PM rejects voter fraud claims as president calls mass rally (https://www.bbc.co.uk/programmes/p0k0k4yp) In amper twee jaar is Meloni een van de machtigste politici in Europa geworden. Dat had niemand verwacht (https://www.nieuwsblad.be/cnt/dmf20241018_94872358) Nieuwe veiligheidswet in Italië baart activisten zorgen: 'Stap weg van de democratie' (https://nos.nl/artikel/2542429-nieuwe-veiligheidswet-in-italie-baart-activisten-zorgen-stap-weg-van-de-democratie) Why Europe's car crisis is mostly made in China (https://www.ft.com/content/b95f9a64-c582-4367-9645-6a7106357849) Bach, JS: Fugue in G Minor, BWV 578 "The Little" (https://open.spotify.com/track/4PcITARjTEJdQvURvcwHAh?si=e3439646f48748d9)
WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.Amidst the geopolitical and macro turmoil, we take a step back this week to turn back to how companies can think about outperformance through all the volatility. One can't be frozen and simply wait for a calmer or better time to materialize. No one should be sitting around waiting for an easy bull market to emerge. Long-time Super-Spiked subscribers will know that we are long-running advocates for companies focusing on profitability and a fortress balance sheet. This week we will start the process of spending some time on the "G" word: growth. Growth became a 4-letter word for investors after the surge in CAPEX during the Super-Spike era and subsequent US shale boom led to profitless growth--something we have spent a lot of time discussing in prior posts.And let us be clear, profits and balance sheet health remain the priority. That said, there is no doubt investors will always side with companies that can grow versus those that cannot grow at a given level of profitability and balance sheet strength. The trick is to hit the trifecta: growth, returns, and balance sheet strength. Moreover, for especially the upstream portion of the industry where asset life is finite--oil and gas fields naturally deplete--it is critical to adequately reinvest back in the business if a company is to persist as a going concern.
Kate Molleson explores the twists and turns of Schoenberg's lifeIs there a more controversial, infamous figure in 20th Century music than Arnold Schoenberg? Arguably no other twentieth-century composer's ideas have been more influential among composers since, however his music is still neglected and misunderstood by programmers and audiences. Schoenberg was a revolutionary - one of the founders of musical Modernism - but he also recognised the importance of musical tradition. His music defined the times in which he lived, and whether you see Schoenberg as the most important innovator in 20th century music, or as a heretic who led his followers to an artistic dead end, he was absolutely dedicated to art – both musical and visual. This week, Kate Molleson explores the twists and turns of Schoenberg's life, and tracks the composer's changing relationship with art through the prism of 5 different visual works, from an image which terrified and obsessed Schoenberg as a child, through the composer's own paintings, and one of his practical twelve-tone selection dials, to a portrait of Schoenberg painted while he was in exile in America, by his friend and fellow composer George Gershwin.Music Featured:Strauss (arr. Schoenberg): Roses from the South 2 Gesange, Op , No 1 “Dank” 4 Lieder, Op 2, No 1 “Erwartung” Pelleas und Melisande, Op 5 (Langsam) Verklarte nacht, Op 4 6 little piano pieces (No 6) Mahler (by Schoenberg and Webern): Das Lied von der Erde (No 3, Of Youth) Gurrelieder (excerpt) String Quartet No 2, Op 10 (3rd mvt, Langsam, 'Litanei') Erwartung (excerpt) Friede auf Erden De Profundis Pierrot Lunaire, Op 21 (Act II excerpt) Die eiserne Brigade (The Iron Brigade) Bach (orch. Schoenberg): Gott Schopfer, heiliger Geist, BWV 631 Suite for piano, Op 25 (2nd mvt, Gavotte & 3rd mvt, Musette) Suite, Op 29 (3rd mvt, Theme and Variations) Accompaniment Music to a Film Scene, Op 34 Songs for male chorus, Op 35 (No 6 Verbundenheit "Man hilft zur Welt dir kommen") Die Jakobsleiter (Ob rechts, ob links) Kol Nidre, Op 39 Moses und Aron (Act II excerpt) Concerto for String Quartet and Orchestra (after Handel) Prelude to Genesis Suite for string orchestra (2nd mvt, Adagio) Brahms (orch. Schoenberg): Piano Quartet No 1 in G Minor, Op 25 (2nd mvt, Intermezzo) Chamber Symphony No 2, Op 38b A Survivor from Warsaw, Op 46 NotturnoPresented by Kate Molleson Produced by Sam Phillips for BBC Audio Wales & West For full track listings, including artist and recording details, and to listen to the pieces featured in full (for 30 days after broadcast) head to the series page for Arnold Schoenberg (1874-1951) https://www.bbc.co.uk/programmes/m0022k1rAnd you can delve into the A-Z of all the composers we've featured on Composer of the Week here: http://www.bbc.co.uk/programmes/articles/3cjHdZlXwL7W41XGB77X3S0/composers-a-to-z
"Total Atomic Breakdown" sounds bad. Cast: Gloria - Siouxsie Suarez Caspar - Joe Fisher Ava - Finlay Stevenson Zebulon Mucklewain - Neal Starbird Effie Mucklewain - Julie Cowden-Starbird Leif - Tom Moorman Guest Starring: Quintin Jones, Jr. as David Tim Lounibos as Kyle Perrino from DARPA Mad Maddox as Mad Maddox James Spiller-Rosa as James Spiller-Rosa Crystal Delightful as Crystal Delightful Celeste Pewter as Radio Reporter Russ More as Jay Spark Amy More as Jacqueline Snyder Caroline Vuchetich as Christina Sinnott Lindsay Bowen as Jeremiah Franco Tom Moorman as Paradise Leif Lauren LeBlanc as Marguerite Written and Directed by Joe Fisher Produced by Joe Fisher and Finlay Stevenson Art by bugzart_ (https://www.instagram.com/bugzart_/) Music: Samba music courtesy of reinsamba on Freesound.org Monks Praying courtesy of Melarancida on Freesound.org Por Amor by Racheton Adagio for Organ and Strings in G Minor by Remo Giazotto Gymnopedie No. 1 (Version 2) by Eric Satie Support the show by Subscribing! Subscribe on Patreon (The one with the bells and whistles): https://www.patreon.com/midnightburger Subscribe with Supporting Cast (The simple one): https://midnightburger.supportingcast.fm/ Subscribe on Apple Podcasts (The Apple one): https://podcasts.apple.com/us/podcast/midnight-burger/id1537653218 How about some merch? https://www.midnightburgermerch.com Sign up for our newsletter: https://weopenatsix.beehiiv.com/ For our social media and everything else: https://linktr.ee/midnightburger For more information on our sponsors go to https://fableandfolly.com/partners/ Learn more about your ad choices. Visit megaphone.fm/adchoices
SOME LISTENERS ARE LOSING MIXES ON THEIR APPLE PODCASTS. NOT SURE THE REASON, BUT ALL MIXES ARE AVAILABLE ON THE PODOMATIC APP. *Explicit Mix* - 128BPM - New workout mix featuring songs in the key of G Minor! Instagram: @djrolemodel ❤❤❤ #djrolemodel
"We make the world, Caspar." Starring: Caspar - Joe Fisher Zebulon Mucklewain - Neal Starbird Effie Mucklewain - Julie Cowden-Starbird Guest Starring: Jessica Morris as Kazi Aubrey Ferguson as Teta Shelly Darrington as Libuza Written and Directed by Joe Fisher Produced by Joe Fisher and Finlay Stevenson Music: I'm a Pilgrim, I'm a Stranger - The Imperial Quartet Break Thou the Brad of Life - The Trinity Quartet Nocturne No. 1 in B-flat minor, Op. 9 No. 1 - Chopin Little Town in Ould County Down - Walter Scanlan From the Land of the Sky Blue Water - The Adler Trio Ballad No. 1 in G Minor, Op. 23 - Chopin Art by Whisperdan Support the show by Subscribing! Subscribe on Patreon (The one with the bells and whistles): https://www.patreon.com/midnightburger Subscribe with Supporting Cast (The simple one): https://midnightburger.supportingcast.fm/ Subscribe on Apple Podcasts (The Apple one): https://podcasts.apple.com/us/podcast/midnight-burger/id1537653218 How about some merch? https://www.midnightburgermerch.com Sign up for our newsletter: https://weopenatsix.beehiiv.com/ For our social media and everything else: https://linktr.ee/midnightburger For more information on our sponsors go to https://fableandfolly.com/partners/ Learn more about your ad choices. Visit megaphone.fm/adchoices