Podcasts about Global

Num 10:1-11:23, Mark 14:1-21, Ps 51:1-19, Pr 10:31-32

Numbers 31-32

Intense escalation in the Middle East as Israel targets Iran's oil sites amidst President Trump's demands for surrender. Get insights into the unfolding geopolitical crisis and what it means for global politics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Psalms 51:1-19

Num 10:1-11:23, Mark 14:1-21, Ps 51:1-19, Pr 10:31-32

Num 10:1-11:23, Mark 14:1-21, Ps 51:1-19, Pr 10:31-32

Proverbes 8

Community Prayer and Encouragement

Num 8:1-9:23, Mark 13:14-37, Ps 50:1-23, Pr 10:29-30

Donald Trump is a documented child-molesting pedophile puppet who's dragging America into an illegal slaughterhouse war for Israel while covering up his own Epstein crimes! The Goyim are awake, these kid-killing Zionist traitors are exposed, and it's time we take this country back before they turn every American into cannon fodder for Greater Israel!   Ty Bollinger storms The Stew Peters Show with nukes on the Jewish-dominated censorship empire—deplatformed, demonetized, and targeted for blowing the lid off killer vaccines and Big Pharma's murder schemes.

Numbers 28-30

Psalms 50:1-23

Num 8:1-9:23, Mark 13:14-37, Ps 50:1-23, Pr 10:29-30

Community Prayer and Encouragement

Num 8:1-9:23, Mark 13:14-37, Ps 50:1-23, Pr 10:29-30

Proverbes 7

Num 6:1-7:89, Mark 12:38-13:13, Ps 49:1-20, Pr 10:27-28

As Iran's retaliation hit American allies throughout the Middle East this week, David Remnick was joined by two New Yorker writers with decades of experience reporting from the region. Robin Wright has reported from Iran extensively, and she met with Ali Khamenei before he became the Supreme Leader of Iran; Dexter Filkins covered the wars in Iraq and Afghanistan, and he has been reporting on the Pentagon and military readiness. Filkins and Wright discuss the possibilities for future leadership in Iran; the Administration's chaotic statements in regard to its goals and time frame; and the economic impact of the war, which is already being felt around the globe.    Further reading: “What Ayatollah Ali Khamenei Meant to Iran, and What Comes Next,” by Robin Wright "How Marco Rubio Went from “Little Marco” to Trump's Foreign-Policy Enabler,” by Dexter Filkins “The Forever War,” by Dexter Filkins   New episodes of The New Yorker Radio Hour drop every Tuesday and Friday. Join host David Remnick as he discusses the latest in politics, news, and current events in conversation with political leaders, newsmakers, innovators, New Yorker staff writers, authors, actors, and musicians.

A United States Marine in dress blues had his arm deliberately snapped by Capitol Police and an AIPAC-bought Senator because he dared refuse to die for Israel's bloodlust. Peymon Mottahedeh joins to smash the biggest con job alive— there is NO constitutional requirement, NO statute, NOTHING forcing you to hand over your hard-earned cash to a government run by child-raping, blood-drinking Satanists who bomb kids abroad and poison you at home.

In the second of our two-part panel discussion from Morgan Stanley's TMT conference, our analysts break down the complexity of financing AI's infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist at Morgan Stanley. Today we're continuing our conversation with Stephen Byrd, Josh Baer and Lindsay Tyler. This time looking at financing AI and some of the risks to the story. It's Friday, March 6th at 11am in San Francisco. So yesterday we spoke about AI adoption. And while there's a lot of excitement on this theme, there've also been some concerns bubbling up. Lindsay, I want to start with you around financing. That's another critical component of the AI build out. What's your latest on the magnitude of the data center financing gap, and what role [are] credit markets playing here? Lindsay Tyler: Yeah, in partnership with Thematic Research, Stephen and team, and colleagues across fixed income research last summer, we did put out a note, thinking about the data center financing gap, right? So, Stephen and team modeled a $3 trillion global data center CapEx need over a four-year timeframe. So, in partnership with fixed income across asset classes, we thought: okay, how will that really be funded? And we came to the conclusion that the hyperscalers, the high quality hyperscalers, generate a good amount of cash flow, right? So, there's cash from ops that can fund approximately half of that. But then we think that fixed income markets are critical to fund the rest of the funding gap. And really private credit is the leader in that and then aided by corporate credit and also securitized credit. What we've seen since is that yes, private credit has served a role. There is this difference between private credit 1.0, which is more of that middle market direct lending. And then private credit 2.0, which is more ABF – Asset Based Finance or Asset Backed Finance. And what we see there is an interest in leases of hyperscaler tenants, right? We've also seen in the market over the past nine months or so, investment grade bond issuance by hyperscalers. Obviously, a use of cash flow by hyperscalers. We've seen the construction loans with banks and also private credit per reports. We've also seen high yield bond issuance, which is kind of a new trend for construction financing. We've seen ABS and CMBS as well. And then something new that's emerging in focus for investors is more of a chip-backed or compute contract backed financings, like more creative solutions. We're really in early innings of the spend right now. And so, there is this shift. As we start to work through the construction early phases, the next focus is: okay, but what about the chips? And so, I think a big focus is that, you know, chips are more than 50 percent of the spend for if you're looking at a gigawatt site. And it depends what type of chips and kind of what generation. But that's the next leg of this too. So, it's kind of a focus, you know, for 2026. Michelle Weaver: And how do you view balance sheet leverage and financing when you think about hyperscaler debt raising magnitude and timelines? Lindsay Tyler: So just to bring it down to more of a basic level, if you need compute, you really might need two things, right? A powered shell and then the chips. And so, if you're looking for that compute, you could kind of go in three basic ways. You could look to build the shell and kind of build and buy the whole thing. You could lease the shell, from, you know, a developer, maybe a Bitcoin miner too – that is converted to HBC. And then you kind of buy the chips and you put them in yourselves. Or you could lease all the compute; quote unquote lease, it's more of a contract. In terms of the funding, if you're thinking about the cash flows of some of the big companies – think of that as primarily being put towards chip spend. If you're thinking about the construction that's kind of split between cash CapEx but also leases. And so, what we've seen is that there is more than [$]600 billion of un-commenced lease obligations that will commence over the next two to five years, across the big four or five players. And then my equity counterparts estimate around [$]700 billion of cash CapEx that needs this year for some of those players as well. So, these are big numbers. But that's kind of how, at a basic level, they're approaching some of the financing. It's a split approach. Michelle Weaver: And what have you learned around financing the past few days at the conference? Anything incremental to share there? Lindsay Tyler: Sure. Yeah. I think I found confirmation of some key themes here at the conference. The first being that numerous funding buckets are available. That was a big focus of our note last year is that you can kind of look at asset level financing. You can look at public bonds, you can look at some equity. There are these different funding buckets available.The second is that tenant quality matters for construction financing. I think I've seen this more in the markets than maybe at this conference over the past two to three weeks. But that has been a focus of pricing for the deals, but also market depth for the deals. A third confirmation of a key theme was around the neo clouds and also the GPU as a service business models. Thinking about those creative financings, right. Are they thinking about from their compute counterparties? Would they like upfront payments? Might they look to move financing off [the] balance sheet, if they have a very high-quality investment grade rated counterparty? So, there is some of this evolution around those solutions. And then a fourth key theme is just around the credit support. And Stephen has and I have talked about this around some of the Bitcoin miners – is that, you know, there can be these higher quality investment grade players that might look to lend their credit support. Maybe a lease backstop to other players in the ecosystem in order to get a better pricing on construction financing. And we are seeing some press pickup around how that might play out in chip financing down the road too. Michelle Weaver: Mm-hmm. AI driven risk and potential disruption has been a big feature of the price action we've seen year-to-date in this theme. Stephen, what are some asset classes or businesses you see as resistant to some of this disruption? Stephen Byrd: We spend a lot of time thinking about, sort of, asset classes that are resistant to deflation and disruption. And what's interesting is there's actually a handful of economists in the world that are doing remarkable work on this concept. That they would call it the economics of transformative AI. There are three Americans, two Canadians, two Brits, a number of others who are doing really, really interesting work. And essentially what they're looking at is what do economies look like? As we see very powerful AI enter many industries – cause price reductions, deflation… What does that do? They have a lot of interesting takeaways, but one is this idea that the relative value of assets that cannot be deflated by AI goes up. Very simple idea. But think of it this way, I mean, there's only, you know, one principle resort on Kauai. You know, there's a limited amount of metals. And so, what we go through is this list that's gotten a lot of investor attention of resistant asset classes or more of the resistant asset classes that can go up in value. So, there are obvious ones like land, though you have to be a little careful with real estate in the sense that like, office real estate probably wouldn't be where you would go. Nor would you potentially go sort of towards middle income, lower income housing. But more, you know, think of industrial REITs, higher-end real estate. But there are a lot of other categories that are interesting to me. All kinds of infrastructure should be quite resistant, all kinds of critical materials. Metals should do extremely well in this. But then when you go beyond that, it's actually kind of interesting that there; arguably there's a longer list than those classic sort of land and metals examples.Examples here would be compute… Michelle Weaver: Mm-hmm. Stephen Byrd: I thought Jensen put it, well, you know, if there's a limited amount of infrastructure available, you want to put the best compute. And ultimately, in some ways, intelligence becomes the new coin of the realm in the world, right? So, I would want to own the purveyors of intelligence. It could include high-end luxury. It could include unique human experiences. So, I don't know how many of y'all have children who are sort of college age. But my children are college age, and they absolutely hate what they would call AI slop.They want legit human content, and they seek it out. And they absolutely hate it when they see bad copies of human content. And so, I think there is a place in many parts of the economy for unique human experiences, unique human content, and it's interesting to kind of seek out where that might be in the economy. So those would be some examples of resistant assets. Michelle Weaver: Mm-hmm. Josh, software's been at really the center of this AI disruption debate. How would you compare the current pullback in software multiples to prior periods of peak uncertainty? And do you think any of these concerns are valid? Or how are you thinking about that? Josh Baer: Great question. I mean, software multiples on an EV to sales basis are down 30 – 35 percent just from the fall, I will say. And that's overall in the group. A lot of stocks, multiple handfuls, are down 60-70 percent over the last year. And what's being priced in is really peak uncertainty, a lot of fear. And these multiples, now four times sales – takes us all the way back about 10 years to the shift to cloud. And this time in many ways reminds us of that period of peak fear. In this case, what's being priced in is terminal value risk. We talked about this TAM yesterday. But you know, who is going to win that share? How is it divided from a competitive perspective across these model providers? The LLMs with new entrants. Of course, the incumbents. And this other idea of in-housing. Michelle Weaver: Mm-hmm. Josh Baer: So, there's competitive risk, there's business model risk. Are companies going to need to change their pricing models from seat-based to consumption or hybrid. And then last margin risk. Just thinking about the higher input costs and higher capital intensity. And so, you know, all of those fears are being priced in right now. Michelle Weaver: And we, of course though, had a bunch of these companies live with us at the conference. How are they responding to some of these risks? How are they addressing these investor concerns? Josh Baer: Most of the companies here from our coverage are the incumbent software vendors. And I think that the leadership teams did a really nice job coming out and defending their competitive moats and really articulating the story of why they are in a great position to capitalize on the opportunity. And the reasons can vary across different companies. But some of the commonalities are around enterprise grade, trust, security, governance, acceptance from IT organizations.The idea of vibe coding all apps in an organization get squashed when you actually talk to companies and chief information officers. For some companies there's proprietary data moats, network effects. All of that's on top of existing customer relationships. And so, you know, that was the message from the companies that we had. That we're the incumbents. We get to use all of the same innovative AI technology in the same way that all these different competitive buckets do. But we have, you know, that differentiation in that moat. And so, we're in a good place. Michelle Weaver: I want to wrap on a positive note. Stephen, what did you hear at the conference that you're most excited about? Stephen Byrd: I'd say the life sciences. A few investors pointed out that perhaps AI has a PR problem these days. And I do think showing a significant benefit to humanity in terms of improved health outcomes, whether that's just better diagnosis, you know. Away from this event, but I was in India the week before and, you know, AI can have a powerful benefit to the people who suffer the most in terms of providing very powerful medical tools in a distributed manner. So, I'm a big fan there.But you know, in many ways, curing the most challenging diseases plaguing humanity. The kind of problems involved in providing those and developing those cures are perfect for AI. So that, for me – stepping way back – that is by far the most exciting thing. Michelle Weaver: Josh, same to you. What are you most excited about? Josh Baer: From my perspective, it's potentially the turning point for software. The ability to showcase that we are at this inflection point and acceleration. To actually see that it takes time for our software companies to develop new AI technologies. Put that into products that have been tested and proven and go through the enterprise adoption cycle. And that we're at the cusp of more adoption – that's what our survey work says. And to see that inflection, I think can help to rerate this sector. Michelle Weaver: Lindsay, same question for you… Lindsay Tyler: Maybe I'll tie it to markets. I've already had a lot of more conversations with equity investors over the past, how many months? There's a big fixed income focus right now, which is a great, you know, spot and really interesting opportunity in my seat. And there's a lot of interesting structures coming to be right now in the credit space. So, I think it's an exciting time. Michelle Weaver: Lindsay, Stephen, Josh, thank you very much for joining to recap the event and let us know what you learned at the conference. To our audience, thank you for listening here live. And to our audience tuning in, thanks for listening. 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.

Live from Morgan Stanley's TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley.Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.It's Thursday, March 5th at 11am in San Francisco.We're really excited to be here with all of you taping live. And we've got on stage with me. Stephen Byrd, he's our Global Head of Thematic and Sustainability Research; Josh Baer, Software Analyst; and Lindsay Tyler, TMT Credit Research Analyst.So, Stephen, I want to start with you, pretty broad, pretty high level. We recently published our fifth AI Mapping Survey that identifies how different companies are exposed to the broad AI theme. Can you just share with us some insights from that piece and how stocks are performing with this AI exposure?Stephen Byrd: Yeah, it's interesting. I mean, we've been doing this survey now, thanks to you, Michelle, and your excellent work, for quite a while. And every six months it is pretty telling to see the progression.I would say a few things that got my attention from our most recent mapping was the number of companies that are quantifying the adoption benefits continues to go up quite a bit. And to me that feels like that's going to be table stakes very soon as in every industry you see two or three companies that are really laying out quite specifically what they expect to be able to do with AI and lay out the math. I think that really is going to pull all the other companies to follow suit. So, we're seeing that in a big way.We do see adopters, with real tangible benefits performing well. But a new thing that we're seeing now, of course, in the market is concerns that in some cases adoption can lead to dramatic deflation, disruption, et cetera. That's coming up as well. So, we're seeing greater concerns around disruption as well.But broadly, I'd say a proliferation of adoption, that that universe of companies continues to grow, increases in quantification of the benefits. So, that is good. What's really surprised me though, is the narrative among investors has so quickly moved from those benefits which we've talked about into flipping that to toggle all negative, which I know some of our analysts have to deal with every day. The mapping work suggests significant benefits. But the market is fast forwarding to very powerful AI that is very disruptive in deflation. And that's been a surprise to me.Michelle Weaver: Mm-hmm. Josh, I want to bring software into this. Your team has been arguing that AI is actually good for software. And it's really something that you need that application layer to then enable other companies to adopt AI. Can you tell us a little bit about how much GenAI could add to the broader enterprise software market? And how are you thinking about monetization these days?Josh Baer: Of course. I think the best starting place is a reminder that AI is software, and so we see software as a TAM expander. And in many ways, even though this is extremely exciting innovation, it's following past innovation trends where first you see value accrue and market cap accrue to semiconductors, and then hardware and devices, and then eventually software and services. And we do think that that absolutely will occur just given [$]3 trillion in infrastructure investment into data centers and GPUs.There's got to be an application layer that brings all of these productivity and efficiency gains to enterprises and advanced capabilities to consumers as well. And so we see AI more as an evolution for software than a revolution. An evolution of capabilities and expansion of capabilities. LLMs and diffusion engines absolutely unlocked all of these new features of what software can do. But incumbents will play a key role in this unlock.And our CIO surveys really support that. Quarterly we ask chief information officers about their spending intentions, and these application vendors who we cover in the public markets are increasingly selected as vendors that companies will go to, to help deploy and apply AI and LLM technologies.So, to answer your question, we estimate GenAI could unlock [$]400 billion in incremental TAM for software; for enterprise software by 2028. And this is based on looking at the type of work able to be automated, the labor costs associated with that work, the scope of automation, and then thinking about how much of that value is captured typically by software vendors.Michelle Weaver: And you have a bit of a different lens on AI adoption. So, what are some of the ways you're hearing software customers using these AI tools and anything interesting that popped up at the conference?Josh Baer: To echo what Stephen laid out, I mean, all of our software companies are using AI internally, both to drive efficiencies, but also to move faster. So thinking about product. Innovation, you know, the incumbents are able to use all of the same coding tools and, you know, …Michelle Weaver: Mm-hmm.Josh Bear: … products geared to developers to move faster and more efficiently on R&D. So, they're doing more. From a sales and marketing perspective, a G&A perspective, every area of OpEx, our software companies are in a great position to deploy the AI tools internally.I think more important[ly], speaking to this TAM and expanded opportunity, is our companies have skews that they're monetizing. It might be a separate suite that incorporates advanced AI functionality. It might be a standalone offering, or it might be embedded into the core platform because the essence of software is AI and it, you know, leading to better retention rates and acceleration from here.Michelle Weaver: Mm-hmm. And Stephen, going back to you on the state of play for AI, we had the AI labs here and we heard a lot about the developments and what's to come. So, what's your view on the trajectory for LLM advancements and what are some of the key signposts or catalysts you're watching here?Stephen Byrd: Yeah, this is for me, maybe the most important takeaway of the conference – is this continued non-linear improvement of LLMs, which we've been writing about for quite some time. And just to give you an example, we think many of the labs have achieved a step change up in terms of the compute that they have, in some cases 10 x the amount of compute to train their LLMs. And that [if] the scaling laws hold – and we see every sign that they will – a 10x increase in compute used to train the models results in about a doubling of the model capabilities.Now just let that sink in for a moment. Let's just think about that. A doubling from here in a relatively short period of time is difficult to predict. It's obviously very significant and I think several of the LLM execs at our event sounded to me extremely bullish on what that will be. A lot of that I think will be evident in greater agentic capabilities.But also, I'd say greater creativity. It was about three weeks ago, three of the best physics minds in the world worked with an LLM to achieve a true breakthrough in physics – solving a problem that had never been solved before. A couple of days ago, a math team did the same thing. And so, what we're seeing is sort of these breakthrough capabilities in creativity. This morning I thought Sam speaking to, you know, incredible increases in what these models can do – which also brings risk. You know, I think it was interesting he spoke to, you know, the risk of misalignment, the risk of what these models are doing.But for me, that's the single biggest thing that I'm thinking about, and that's going to be evident in the next several months.Michelle Weaver: Mm-hmm.Stephen Byrd: So, you know, on the positive side, it leads to greater benefits from AI adoption. And to Josh's point that, you know – more and more the economy can be addressed by AI, I do get concerned about the risk that that kind of step change will create greater concerns about disruption and deflation.That causes me to think a lot about that dynamic. Interestingly, we think the Chinese labs will not be able to keep pace just for one reason, which is compute. We think the Chinese labs have everything else they need. They have the talent, the infrastructure. They certainly have the energy, power. But they don't have the chips.If what we laid out with the American models turns out to be true, I could see a chain reaction where the Chinese government pushes the Trump administration for full transfer of the best technology to China. And China could use their rare earth trade position to ensure that. So, that's sort of the chain reaction I've been thinking about.Michelle Weaver: Mm-hmm. So, let's think about then bottlenecks in the U.S. Power is still one of the main bottlenecks. We had several of the solutions providers here at the conference. So, what are you thinking in terms of the size of the power bottleneck in the U.S. and how are we going to fix that?Stephen Byrd: Yeah, absolutely. I am bullish on the companies that can de-bottleneck power, not just in the U.S., a few other places. Let's go through the math in terms of the problem we face and then the solution.So, we have this very cool – it is cool if you're a nerd – power model that starts in the chip level up, from our semiconductor teams. And from that, we build a global power demand model for data centers. We then apply that to the U.S.Through 2028 we need about 74 gigawatts of data centers, both AI and non-AI to be built in the United States. I don't think we'll be able to achieve that for lots of reasons. But starting from that 74, we have sort of 10 gigs that have been recently built or are under construction. We have 15 gigs of incremental grid access, but after those two, we have to go to unconventional solutions, meaning typically off-grid solutions, over 40 gigawatts of unconventional solutions.So that will be repurposing Bitcoin sites, which could be sort of 10 to 15 gigawatts. That'll be big. Renewable energy, fuel cells will be part of the solution. Gas turbines will be a big part of the solution. Co-locating at a few nuclear plants. I'm less bullish than I used to be on that. But when we net all that out, we think the U.S. is likely to be 10 to 20 percent short of the data center capacity that will need to be in.It's not just a power grid access issue, though, that's a big one. Labor is now showing up as a huge issue. Many of the companies I speak to trying to develop data centers struggle with availability of labor. Electricians being one very tangible example. In the U.S. we need hundreds of thousands of additional electricians.So, for any of your children, like mine, thinking about careers, you know, you'd be surprised [at] the amount of money that people are making in the infrastructure business that does feel like it's a labor shift that's going to have to happen, but it's going to take years. So, in that context, we had a number of the Bitcoin companies at our event here. And the economics of turning a Bitcoin site into hosting a data center are extremely attractive. I mean, extremely attractive.To give you a sense of that. Before this opportunity presented itself to these Bitcoin players, those stocks tended to trade at an enterprise value per watt of about $1 to $2 a watt. Then we started to see these deals in which the Bitcoin players build a data center and lease them to hyperscalers. Those deals – depends a lot on the deal but – have created between $10 and $18 a watt of value. Let me repeat that. 10 to 18 – relative to where these stocks were at 1 to 2.Now many of these stocks have rerated, but not all of them. And there's still quite a bit of upside. And what we've noticed is the economics that the hyperscalers are paying are trending up and up and up. Because of this power shortage that we're dealing with. So, a lot of exciting opportunities are still in the power space.Michelle Weaver: Great. Well, I think that's a good place to wrap this first part of our conversation around AI adoption and the state of play. We'll be back again tomorrow with Part Two, looking at financing and risks.To our panelists, thank you for talking with me. And to our audience, thanks for listening. 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.

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Vogue was at The Brits this week and Joanne wasn't... BUT that doesn't mean they don't both have opinions... There's also a huge need to discuss Lily Allen's West End Girl tour (let's not be reviewing shows on the opening night, lads, ok?) and there's no way they can't talk about the Jim Carrey story that broke the internet.If you'd like to get in touch, you can send an email to hello@MTGMpod.comYou can now watch FULL video epsiodes of My Therapist Ghosted Me! Visit www.youtube.com/@mtgmpod and remember to subscribe!Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/For merch, tour dates and more visit: www.mytherapistghostedme.comJoanne's comedy gigs: www.joannemcnally.comThis episode contains explicit language and adult themes that may not be suitable for all listeners.

Want to discuss what you hear on this episode with Josh and Drew and others that are sharing your experience? Check out the Disordered Podcast Community Space.https://disordered.fm/communty----In this episode of Disordered, we celebrate the "Global Edition" of Did It Anyway. We're sharing inspiring stories from our community members around the world who chose to face their fears and take action despite experiencing intense anxiety.From navigating health anxiety at a drum and bass gig in London to managing emetophobia while being physically ill, these stories highlight the power of psychological flexibility. We discuss how recovery isn't about the absence of anxiety, but rather the shortening of the time between "oh my god" and "oh well".The "Did It Anyway" Mindset: How listeners applied this approach to return to work, travel, and social situations despite panic and agoraphobia.Desensitization in Real-Time: Using exposure therapy principles to stay present with uncomfortable physical sensations rather than retreating.Challenging Safety Behaviors: Stories of individuals staying home alone for the first time in weeks or eating "fear foods" to reclaim their lives.Overcoming the Inner Critic: Learning to move into productive problem-solving mode instead of self-berating when anxiety spikes and thinking isn't perfectly clear.Recovery as a Journey: Emphasizing that while these principles are simple, implementing them is a gradual process that requires patience and persistence.We also touch on the importance of self-compassion and acknowledging that even when life is genuinely difficult—such as dealing with family health struggles—you can still apply these principles to your recovery and desensitization work.---The Disordered Guide to Health Anxiety is now available. If you're struggling with health anxiety, this book is for you.---Struggling with worry and rumination that you feel you can't stop or control? Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Worry and Rumination Explained⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a two hour pre-recorded workshop produced by Josh and Drew. The workshop takes a deep dive into the mechanics of worrying and ruminating, offering some helpful ways to approach the seemingly unsolvable problem of trying to solve seemingly unsolvable problems.-----Want to ask us questions, share your wins, or get more information about Josh, Drew, and the Disordered podcast? Send us an email or leave a voicemail on our website.

Host Raheel Ramzanali in for Lance John tells us some global statistics What did you learn this week in one sentence segment News of the weird

email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Numbers 26-27

Dotun Adebayo and Tim Vickery are joined by Tommy Stewart from Men in Blazers and the Second Tier Podcasts, Ryan Dilks to discuss the last week in football. They also open up the studio to let Rob in to discuss why Filipe Luís got sacked.Join the Brazilian Shirt Name Whatsapp Channel: https://whatsapp.com/channel/0029VbBNgO58PgsAgQXRP32TCome join Tim and Dotun at Tim's book launch Monday 9th March at The Volley in Old Street, London.Doors open at 6.30pm and the event starts just after 7 and entry is free. 

Lured Up Podcast 385 GO Tourist Trap Live Streamed on - 3/3/2026 Publish Date - 3/5/2026 The last week of gameplay has been some of the best Raiding the game has seen. With multiple chases and backgrounds, this week was either a collectors best dream or worst nightmare. One thing was for certain, and that was how both the Road to Kalos and the GO Tour itself were set up to accommodate spending. We both had a different approach to the event, but we both felt the pressure of spending throughout. March is shaping up to have some great events. Blogs have been released covering the next three weeks of gameplay. This comes after last week's March Content Update felt very light on info. The 30th Anniversary Event brings an ambitious amount of Pokémon to the gameboard, with plenty of availability for Legendaries. After the anniversary event we get a one-two punch from the Pokopia Celebration Event and the Bug Out! The schedule may be structured, but it hasn't slowed down at all. Details for each of the IRL GO Fest events has been released and Mewtwo and Zeroara are leading the charge. The event will switch up the habitat style for this event, and even offers a stand alone city experience ticket. If the Early Bird ticket sales are any indication, this year's GO Fest is going to be sold out across the board. We end the show with a discussion about how the Road to Kalos trained us to be prepared to spend, only to be followed up with an even bigger weekend of Raiding. We discussed the Scopely Effect last week, and we think this may be another side of that coin. It looks like a future “Global” events could be increasingly more demanding on our wallets! Kalos Tour: Global GO Pass: March 30th Anniversary Event Pokopia Celebration Bug Out Festival of Colors Replay: Water Research Day GO Fest Early Bird GO Fest: Chicago GO Fest: Tokyo GO Fest: Copenhagen GO Fest: Global Ticket Comparison  Stay up to date by adding our Google Calendar to your account! LuredUp@PokemonProfessor.com     Voicemail and SMS: 732-835-8639  Grab some merch: https://crowdmade.com/collections/professornetwork  Connect with us on multiple platforms! https://linktr.ee/PokemonProfessorNetwork  Hosts Ken Pescatore Adam Tuttle Writer and Producer Ken Pescatore Executive Producer  Xander Show music provided by GameChops and licensed through Creative Commons ▾ FOLLOW GAMECHOPS ▾ http://instagram.com/GameChops http://twitter.com/GameChops http://soundcloud.com/GameChops http://facebook.com/GameChops http://youtube.com/GameChops http://www.gamechops.com Intro Music Lake Verity (Drum & Bass Remix)  Tetracase GameChops - Ultraball http://gamechops.com/ultraball/ https://soundcloud.com/tetracase  https://soundcloud.com/MegaFlare0 Break Music National Park Mikel & GameChops GameChops - Poké & Chill http://smarturl.it/pokechill https://twitter.com/mikel_beats Outro Music Vast Poni Canyon CG5 & GlitchxCity (Future Bass Remix) GameChops - Ultraball http://gamechops.com/ultraball/  http://soundcloud.com/cg5-beats https://soundcloud.com/glitchxcity Pokémon And All Respective Names are Trademark and © of Nintendo 1996-2026 Pokémon GO is Trademark and © of Niantic, Inc.Lured Up and the Pokémon Professor Network are not affiliated with Niantic Inc., The Pokémon Company, Game Freak or Nintendo. #pokemon #pokemongo #podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

1: DJ SLIINK - Aerobics2: PINK PANTHERESS, FOUR TET – Illegal + Four Tet 3: FERRECK DAWN & JEM COOKE - Everything You Need (Extended Mix)4: JOHN NEWMAN - Love Me Again 'Again' (Wh0 Extended Remix)5: DENNIS QUIN - The Mindshaker (Original Mix)6: JUMP SOURCE - Shattered ft. Helena Deland & Ross Meen7: OLIVER HELDENS - Run (Extended Mix)8: JOHN SUMMIT, JULIA WOLF – With Me (Extended Mix) LISTENERS' CHOICE8:         MATT DAREY – Liberation  10: FUNK TRIBU - Get Get Down ft. Paul Johnson11: BOUCHET - Underground12: BOLIER – Ocean13: TOMMY FARROW - Blessings (Joy) (Extended) TRIED & TESTED14: HANNAH LAING & MARLON HOFFSTADT (WITH CAROLINE ROXY) – Stomp Your Feet  15: FUNK TRIBU – Speakers Blowing16: SYDNEY BLU - Never Let Me Down (Feat. Erika Perry) 17: JOHAN GIELEN x CYB - Now (Extended Mix) GUEST SELECTION:  TWOSLICEKylie Minogue - Love at First Sight (Kid Creme Vocal DubTwoSlice - All Night (Original Mix)  THE WARM UP SELECTION 18: BOB MOSES, NOTRE DAME – On My Mind19: SENSU - Put It Down20: MOKSI & MEROW - Different Dimension (feat. Kota) 21: LUSU, SIGNUM & SCOTT MAC - Coming On Strong (Extended Mix) THE MAINSTAGE MIX  22: SHOWTEK & SURAYA & SHOWTEKNO – Toda La Noche23: NECKBREAKAZ & AGENT JACK - Get Bizzy On Em24: MIKA HEGGEMANN – Take Control25: FRANKYEFFE - Your Dream (Extended Mix)26: GARETH EMERY - Broken Tides (Extended Mix)27: CHRIS METCALFE - Supernature28: MATTN x UUFO x SHOGUN – Late Night29: THE SPACE BROTHERS & MDDLTN - Forgiven (Extended Mix)

From the process of data collection to the impact of women in the church to stories of conversions in West Asia, hear from social scientist Dr. Gina Zurlo about the current state and important trends in world Christianity. Whether you love numbers or are brand new to demography, there is something to learn from this conversation about the World Christian Database, and Dr. Zurlo's passion is contagious! Watch The State of Global Christianity videos from Urbana Missions Conference Learn more from Dr. Gina Zurlo Access the World Christian Database "I'm really committed to producing the highest quality, most comprehensive, reliable data that I possibly can because I know that people are using these data to help inform decisions." "Christianity is no longer a western religion demographically; there are more Christians living in Africa, Asia, Latin America, and Oceania." "How are you going to respond to the new demographic reality of world Christianity?" "There would be no church without women." "Most religions are growing now because of differences in birthrates." "The conditions under which people become Christians in Iran are very different than in Nepal, those two examples being two of the places we think Christianity is actually growing the fastest through conversions." "Does persecution help the church grow? I don't know." "I cannot overemphasize how important it is to humanize someone of another religion." "If Christianity really is a global family [...] I want to know what my Christian brothers and sisters are experiencing in other places around the world." "Decision making should be grounded in data, but you have to know where that data comes from." What's changing our lives: Keane: Morning checklist Heather: Working Genius conversations with friends and family Dr. Zurlo: Getting back into running Weekly Spotlight: Each One Matters We'd love to hear from you! podcast@teachbeyond.org Podcast Website: https://teachbeyond.org/podcast Learn about TeachBeyond: https://teachbeyond.org/

Psalms 49:1-20

Num 6:1-7:89, Mark 12:38-13:13, Ps 49:1-20, Pr 10:27-28

As an extension of our Neo-Calvinist roots, one of the great the convictions of the Christian Reformed tradition globally is its commitment to the importance of Christ-centered education, and how such education brings transformation and renewal to its local communities. In this week's episode we had the pleasure of sitting down - virtually, of course - with Mario Matos, who serves as the International Partnership Director of EduDeo Ministries, a global Reformed Christian education ministry that seeks to provide resources and training for Christ-centered schools all over the majority world. In the episode we discuss the roots of the Christian Reformed Church of the Dominican Republic and the ways in which God is using EduDeo to bring about gospel-centered community transformation all around Latin America, east Asia, and Africa. If you have a heart for missions and/or Christian education, this is definitely the episode for you! Visit www.EduDeo.com for more information about this ministry as well as ways you or your church may get involved in supporting their work. ----more---- Visit www.almondvalley.org for information about Almond Valley Christian Reformed Church in Ripon, CA. Music by Jonathan Ogden used with permission.  

We discuss the top down dollar/ FX view following developments in Iran and outline the best escalation and recovery candidates in DM and EM.    Speakers Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Patrick Locke, Global FX Strategy Arindam Sandilya, Global FX Strategy Anezka Christovova, Head of EMEA EM Local Markets Strategy     This podcast was recorded on 06 March 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5227665-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

In this episode of PayTalk, we're joined by Carolyn Hayden-Garner, Director of Finance at Tesla, who brings 33 years of payroll leadership experience managing operations for over 140,000 employees worldwide. In honor of International Women's Day, Carolyn discusses creating inclusive environments and mentoring the next generation of payroll professionals, with a special focus on supporting women's advancement in leadership roles. We explore the barriers women face in senior payroll positions, the importance of sponsorship beyond traditional mentoring, and strategies for building confidence and visibility.  Do you have thoughts or questions about empowering women through mentorship in payroll or creating more inclusive leadership opportunities? We want to hear from you! Join the conversation by reaching out via email at podcasts@payroll.org or sending a message to the PayrollOrg Facebook page.

Num 6:1-7:89, Mark 12:38-13:13, Ps 49:1-20, Pr 10:27-28

Faith, Film & Favor: How Michelle S. Duffie Turned Homelessness Into Global Movie SuccessThis week on the Lin. Woods Gospel Entertainment Podcast, don't miss part 2 of the powerful and faith-filled conversation with movie producer and marketing powerhouse Michelle S. Duffie, CEO of D3 Entertainment.From experiencing homelessness to achieving global movie success, Michelle's journey is a living testament to resilience, strategy, and unwavering faith. She shares how she and her brothers built D3 Entertainment, stepped boldly into purpose, moved from gospel music to faith-based and family entertainment films, and mastered the art of marketing films worldwide, from The War Room and The Shack, to King Richard, Ruth & Boaz and Relationship Goals.In part 2 of this inspiring conversation you'll discover:✨ The mindset that took her from rock bottom to red carpets✨ How faith became her foundation for success✨ Practical wisdom for filmmakers, creatives, and entrepreneurs✨ How she pushed past insecurities and failed relationships to achieve successIf you're building something, believing for more, or trusting God with your next chapter — this episode will ignite your faith and fuel your focus.

In this episode, Jace and Lexie explore the biblical perspective on money, wealth, and stewardship, emphasizing the importance of a gospel-centered approach to material possessions. They will discuss how money reveals our hearts, the dangers of greed, and practical ways to steward resources for God's glory.   Chapters 00:00 Introduction to Week Seven of Proverbs Study 00:29 Why Do People Avoid Talking About Money? 01:40 Is Money Positive, Negative, or Neutral? 03:28 The Heart Behind Money and Its Uses 04:42 The Deception of Money and the Love of Money 06:08 Where Your Treasure Is, There Your Heart Will Be 07:35 The Many Forms of Greed in Scripture 09:13 Material Wealth and Idolatry 11:11 Wealth as a Strong City and Its Dangers 13:02 Injustice, Poverty, and the Power of Wealth 15:26 The Balance Between Wealth and Generosity 17:25 The Blessing of Giving and the Gospel Economy 19:14 Riches and the Day of Judgment 20:38 Wealth as a Refuge and Its Injustice 23:18 Exposing Ourselves to Global and Local Injustice 25:54 Circumstances of Poverty and Justice 27:14 The Power and Purpose of Wealth in God's Kingdom 28:46 The Gospel as the Fuel for Generosity 29:07 Practical Steps for Stewardship and Generosity  

The conflict in the Middle East has had immediate impacts on the LPG market, with some of the biggest single prices increase ever seen With around 30% of global seaborne LPG exports coming from the Mideast Gulf, what does this mean for the global markets and who will be affected the most? In this special episode, our team examine what it means for LPG flows, prices and global availability. 

Num 4:1-5:31, Mark 12:18-37, Ps 48:1-14, Pr 10:26

Peter Berkowitz examines Secretary Rubio's speech on Western traditions, arguing the US fights to secure Americanfreedom and global interests against hostile, non-democratic regional actors. (6)1909 CAIRO

America's Zionist-occupied government is sending our brave soldiers to die in the Middle East, all to fulfill ancient Jewish prophecies and expand Israel's demonic empire from the Nile to the Euphrates. Max Igan testifies live that the Tzla machine is shredding pain, numbness and devastating injuries overnight, from myocarditis vanishing after weeks of use to a kid's eye healing in three 10-minute sessions with photographic evidence. Explosive exposé with JD Sharp: How Zionist-controlled Trump is draining American blood and billions in an illegal Iran war, not for US security, but to fulfill the Jewish supremacists' Greater Israel fantasy from the Nile to Euphrates.

Markus' connection with Stereo Montreal has long been one of the most special relationships in his touring career, and this World Tour edition of the Global DJ Broadcast captures highlights from a marathon 12-hour open-to-close journey inside the legendary club. Recorded during an unforgettable night on February 21, the set showcases the darker, driving side of Markus' sound as the floor moved through waves of techno, melodic tension and peak-time energy deep into the morning. Among the moments featured is his new single Somebody's Watching Me, a track that proved to be a powerful weapon on the dancefloor during the night. Experience the atmosphere, intensity and storytelling of one of Markus' most cherished stages as the World Tour stops in Montreal.   Markus Schulz (Recorded Live from Stereo in Montreal - February 21 2026) 01. Marco V - Teaser 02. Mark Reeve vs. Eli Brown, Layton Giordani & OFFAIAH - Give it Back When I Push (Markus Schulz Mashup) 03. Space Frog - X-Ray (Follow Me) (Charles D Remix) 04. Matt Fax vs. Amelie Lens - Activate Axis (Markus Schulz Mashup) 05. Robert Nickson - Nine Lives 06. Marco V vs. ARTBAT & Vintage Culture - She's the Last Loxia (Markus Schulz Mashup) 07. HUMAN404 featuring Lovlee - Mirror Mirror 08. Mike EFEX - Monsters 09. Jamback vs. Anyma & HILLS - Positive in Dreams (Markus Schulz Remix) 10. Alex Stein - Full Circle 11. Goom Gum & RONK - It's time to Get High 12. Gabriel Moraes & Aender - Flashpoint (HNGT Remix) 13. Markus Schulz - Somebody's Watching Me 14. Kaufmann - People Are Strange 15. HI-LO - Bonzai 16. Max Styler x Three Drives - Greece 2000 17. ID 18. LUSU vs. Cosmic Gate - Ready 4 the Fire Wire (Markus Schulz Mashup) 19. Jardin - Shift 20. Argy & Omiki - DONA 21. Off Night - Definition 22. Son of Son - Succession 23. Fernandez & MIKAA - Tron 24. SLVR - Music 4 Ur Body 25. Close Relative - Swell 26. Meduza & GENESI & Aya Anne vs. Haroun Hickman & Rashid Ajami - Let's Be Freaks (Markus Schulz Mashup) 27. Julian Jeweil - Techno Corner (Markus Schulz Big Room Reconstruction) 28. Paul Oakenfold x Markus Schulz - Orange  

In our news wrap Thursday, a group of states is suing the Trump administration over its planned 15% global tariff, Defense Secretary Pete Hegseth told Latin American countries to step up their fight against drug cartels and Cuban officials say Washington's oil blockade of the island is at least partly to blame for a widespread blackout that left millions in the dark. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

In today's episode, I'm joined by the one and only Yvette Mayer to break down the March 2026 transits and what they mean in a moment where the world feels a little chaotic. With Mercury retrograde in the mix and powerful emotional energy moving through the collective, this month is asking us to slow down, question what's true, and sharpen our discernment.We unpack what these energies mean for your nervous system, your relationships, and the way you respond to the noise around you. Expect real talk about emotional waves, the power of curiosity and doubt, and a powerful invitation to trust your own authority instead of getting swept up in collective fear. If you've been feeling the intensity building…this conversation will help you navigate it.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxYvette's Details:Website - https://www.yvettemayer.comIG - https://www.instagram.com/yvettemayer_YouTube - https://www.youtube.com/@humandesignformarketingFB group - https://www.facebook.com/groups/humandesign4marketingPodcast - https://www.yvettemayer.com/podcastBodyGraph Chart SoftwareCreate your own Human Design chart tool with BodyGraphChart! Embed a chart tool on your own website, so you can engage with your leads, grow your business, teach Human Design the way YOU want to teach it and create success!Get BodyGraphChart here: https://bodygraphchart.com?via=emmadunwoodyUse the code humandesignpodcast for 30% off for 6 months!OTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMaggie - Magnetic by Design AI: https://www.emmadunwoody.com/maggieThe HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Unhinged): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show

The US war with Iran is sending shockwaves through the global economy—and at the center of the crisis lies one of the most critical chokepoints on Earth: the Strait of Hormuz. Every day under normal conditions, 70–80 oil tankers pass through this narrow 21-mile-wide passage between Iran and Oman. Nearly one-fifth of the world's oil supply and a massive portion of global liquefied natural gas exports depend on this single route. It's often called the motorway of global energy trade. But in the current conflict, that motorway has effectively shut down. With insurers labeling the region a war-risk zone and shipping companies unwilling to risk missile or drone attacks, tanker traffic has largely stopped. The result is the same as a blockade: global energy exports are frozen. Independent media has never been more important. Please support this channel by subscribing here: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 Join this channel with a membership for exclusive early access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Bluesky https://bsky.app/profile/fiveminutenews.bsky.social Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our hosts, guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything, in line with the First Amendment right to free and protected speech. Learn more about your ad choices. Visit megaphone.fm/adchoices

Num 2:1-3:51, Mark 11:27-12:17, Ps 47:1-9, Pr 10:24-25

In his role as Secretary of Health and Human Services, Robert F. Kennedy, Jr. is changing how the United States approaches vaccines. But those changes aren't limited to the United States. NPR global health correspondent Gabrielle Emanuel joins Short Wave to talk about two examples of how the global public health landscape may be shifting. First, the United States' ultimatum to an international vaccine group. Second, the uncertain fate of a vaccine trial. Some researchers are calling the trial a “unique” opportunity, and others are calling it “unethical.” Read more of global health correspondent Gabrielle Emanuel's work here.Interested in more global health? Email us your question at shortwave@npr.org.Listen to every episode of Short Wave sponsor-free and support our work at NPR by signing up for Short Wave+ at plus.npr.org/shortwave.To manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy