In a recent episode of the View, host Whoopi Goldberg spoke out against the Archbishop of the diocese that part of the parish for which House Speaker Nancy Pelosi claims as her Catholic church home. Goldberg suggests the Archbishop shouldn't be able to inhibit Pelosi's access to communion. His suggestion that Pelosi's work fighting for abortion rights, which is antithetical is cause for this prohibition doesn't evidently matter. Who speaks for the church and Christianity? The Archbishop or Goldberg? Ready to join The Rebellion? Become a patreon member and enjoy some great extras while supporting our efforts to speak the Truth into our culture. Learn more at patreon.com/dreverettpiper. Find more resources and info at dreverettpiper.com
Howard Goldberg is an educator in his 23rd year teaching with 18 of those in Loudoun County Virginia. Currently, he teaches United States History in 7th grade and enjoys every moment of it. His search for trying to find a way to make planning easier and better led to Felipe and usage of Scrum in education. Howard said that using Scrum in his classroom has been an eye opener for what is possible. Show Links: What Every Team Should Know About Scrum https://www.theebfcshow.com/blog/what-every-lean-project-team-should-know/ Agile Estimating and Planning: Planning Poker https://www.youtube.com/watch?v=gE7srp2BzoM 10 Reasons to Use Fibonacci Sequence for Story Points https://www.agilebin.com/blog/10-reasons-to-use-fibonacci-sequence-for-story-points Scrum: The Art of Doing Twice the Work in Half the Time https://amzn.to/3MKrLbt Connect with Howard via Twitter at https://twitter.com/hgoldberg04 Connect with Felipe via Social media at https://thefelipe.bio.link Subscribe on YouTube to never miss new videos here: https://rb.gy/q5vaht --- Today's episode is sponsored by Bosch RefinemySite. It's a cloud-based construction platform. Bosch uses Lean principles to enable your entire team, from owners to trade contractors – to plan, communicate, document, and execute in real-time. It's the digital tool that supports the Last Planner System® process and puts it all together in one simple, collaborative ecosystem. Bosch RefinemySite empowers your team, builds trust, creates a culture of responsibility, and enhances communication. Learn more and Try for free at https://www.bosch-refinemysite.us/tryforfree Today's episode is sponsored by the Lean Construction Institute (LCI). This non-profit organization operates as a catalyst to transform the industry through Lean project delivery using an operating system centered on a common language, fundamental principles, and basic practices. Learn more at https://www.leanconstruction.org
A warm welcome to the new Australian Kath & Kim podcast: “Look at Moi - Celebrating 20 years of Kath and Kim” with Rowdie Walden. It's nice, it's different, it's unusual. Check it out, doll. The new Elizabeth Line on the London Underground tube system with special guest: HRH Queen Elizabeth II. That Lower Ohio County Line of the Northern Mississippi Bus Company drops off a new candidate for our intern position (unpaid). We meet our Superfan and Special Co-Host: Mr. Bill! Token straight listeners! Check out Stranger Happenings, Mr. Bill's podcast about strange and unique history and bizarre occurances at StrangerHappenings.com “The Moment of Butch”. Mavis's unique system of categorizing hard boiled eggs with a hopeful grin. The opening credits and the oil painting that fades into the video of the episode. Was Mr. Humphries actually into Mavis?! Mrs. Slocombe's funeral look for Court. Miss Brahms remarks “Crippen's bird” when she sees Slocombe's black veil. Harvey Crippen was a 19th Century doctor who murdered his wife. His mistress, Ethel Le Neve, wore a black veil at his court case. We unpack (again) Benidorm: the actual place and the amazing comedy show. Mrs. Slocombe, while in Benidorm, called Dictator Franco “a berk”. Cockney rhyming slang = Berkeley Hunt, rhymes with …C U Next Thursday. Benidorm, Spain becomes a “Little Britain” (or at least Northern England) with low airfare and hotel packages. Note: Birmingham is -not- Northern England. Barrister = defends people in court. Solicitor = does legal paperwork, contracts, etc. Mrs. Slocombe is on the front page of the paper listed as “a pensioner”. How can a bus pass give away her age? Miss Lovelock and Captain Peacock are to ride a motorcycle? The staff help with the piglets on the hay ride. The Dick Turpin highwayman case! Mr. Bill is a UK TV expert! The eternal battle: Eastenders vs. Coronation Street? Straight men don't know Absolutely Fabulous? Is Mr. Rumbold a leather daddy?! We meet The Magistrates. We learn what “having a slash” means. We also learn that Mr. Humphries kept to himself to himself. Alfie Bass (Mr. Goldberg) was in The Beatles' movie, “Help” from 1965! The first lesbian(ish) interaction on the series between the Lady Magistrate and Miss. Brahams. People have known Mrs. Slocombe for “years and years- years and years and years….”. Ha! Mr. Moulturd doesn't doubt Mrs. Slocombe's veracity (at least back then). Hang the bird in the cellar! Mollie Sugden does a good faint. We finally see the real Tiddles. Mother Humphries has a mobile phone in 1992. The SNL Gap Girl sketch! The Youth don't like to speak on the phone (they text!). Mavis appears to be in LOVE with Mr. Humphries. (Fleur Bennett nails it) Electrocution lessons! Last of the Summer Wine ran from 1973 to 2010 and starred Trevor Bannister and Frank Thorton for years and years. Treat yourself to some That Does Suit Madame merch at our Bargain Basement podcast shop at imfree.threadless.com for t-shirts, mugs, tote bags, and more! Leave the show a voicemail at the Peacock Hotline: (662)-PEACOCK (662-732-2625) and find us on Twitter @DoesSuitMadame and #AYBS #AreYouBeingServed #ImFree #Britcom #comedy #MrHumphries #ThatDoesSuitMadame #GraceBros #podcast #LGBT #BlackLivesMatter #BBC #AreYouBeingServedAgain #GraceAndFavour #GraceAndFavor
Ashely Goldberg @ashg1305 Twitter @ash_goldberg Instagram https://www.ashley-goldberg.com/abomination Gateway books Goosebumps - R.L. Stine Kurt Vonnegut - Slaughterhouse 5 Richard Yates - Revolutionary Road Ray Carver - Cathedral Catch 22 - Joseph Heller TBR pile/Recent reads If You're Happy by Fiona Robertson Colin Barrett - Homesickness Wendy Erskine - Dance Move The War for Gloria - Gordon Lish George Saunders - A swim in a pond in the rain Jessica Stanley's A Great Hope T he Keepers - Al Campbell Other Houses - Paddy O'Reilly No hard Feelings - Genevieve Novak Cautionary Tales for Excitable Girls - Anne Casey Hardy Carte blanche authors George Saunders Cynan Jones Jennifer Down Top 10 Richard Yates - Revolutionary Road The Slave - Isaac Bashevis Singer Rabbits for Food - Binnie Kirshenbaum Stephen Florida - Gabe Habash Manual For Cleaning Women - Lucia Berlin Wake in Fright - Kenneth Cook Eleven Kinds of Loneliness - Richard Yates Beloved by Toni Morrison The Pugilist at Rest - Thom Jones Jesus' Son - Denis Johnson
Drs. Goldberg and Marcus discuss the operational aspects of managing a busy retinal practice. Topics include electronic medical records (EMRs) and the need, value and importance of medical scribes as well as staffing issues particularly in the face of the pandemic. They share techniques to incorporate using images to promote and enhance patient education.
“You have to protect that time because no one's going to protect it for you, and no one's going to give it to you. Only you can give it to you.” On this episode, I'm joined by my long-time friend, novelist Myla Goldberg. In 2000, Myla found breakout success with her best selling debut novel, Bee Season. Myla walks me through the novel's journey — how it landed in the hands of a literary agent's assistant and went on to become a major motion picture. We also discuss the importance of self-discipline, which Myla has in spades. Where does it come from, and is it really necessary if you want to become a successful novelist? Finally, Myla explains the difference between nurturing her readership and building a client list for her private writing workshops, and how she does both without using social media. More from the episode... How did the massive success of Bee Season warp Myla's expectations for the future, and what was the key pivot she had to make years later? Myla describes her regimented routine for balancing writing, teaching, being a parent and partner, and the importance of setting boundaries around her creative time. Why Myla compares her creative cycle to that of a 17-year cicada. The illusion of instant success: “You don't really see all the painful hours and days and years it took to get to that level of mastery.” Myla talks about the importance of putting yourself out there, and how she deals with rejections from publishers and potential clients. The three benefits of an MFA degree, and why Myla has no regrets about not getting one. Myla explains how having an income source separate from her writing has given her more artistic freedom. More from our guest Myla Goldberg is a bestselling novelist whose books have been named finalists for the National Book Critics' Circle award, the Carnegie Medal, the Hemingway Foundation/PEN award, the NYPL Young Lions award, and the Barnes & Noble Discover award. She writes and teaches in Brooklyn. Myla is best known for her debut novel, Bee Season, a breakout success that was eventually adapted into a major Hollywood film starring Richard Gere. You may have also heard about: Feast Your Eyes, The False Friend, and Wickett's Remedy. Connect with Myla Goldberg https://mylagoldberg.com/ https://twitter.com/mylagoldberg https://www.instagram.com/myla_goldberg/?hl=en Additional Links “Song for Myla Goldberg” by The Decemberists Creative Writing Bootcamp on SkillshareThe Autonomous Creative is brought to you by Authentic Visibility: marketing for creatives who (think they) hate marketing. Learn more here!
Goldberg v. Pace University
Host Rich Goldberg reviews a very bad week for cryptocurrencies and sounds off on the Blockchain Association for misleading policymakers about Russia and sanctions. Then, Alex Leishman of River Financial stays bullish on Bitcoin, explaining his own unique BTC products, including a new way to buy your own Bitcoin mining fleet. Alex Leishman is the Co-Founder […]
It's the go home show for WCW and their 1998 Great American Bash. They are rolling out Goldberg vs. Chavo in the main event while WWF is giving us The New Age Outlaws vs. DOA vs. LOD 2000 for the tag titles in their main event. Watch it with us!
Kris & David are back with another episode of BTS and we are joined this week by first-time guest Kaia McKenna (@KaiaMcK) to discuss the week that was May 11-16, 1999.We start off with ECW, with the main discussion being their Hardcore Heaven pay-per-view, but there were a lot of other things going on, as they were having some major problems with talent leaving over being owed money and much more. We also talk about Shane Douglas, one of the talent who was leaving, cutting a “shoot promo” about ECW at the Break the Barrier show at the ECW Arena the day before the PPV and how that was received by the company.In the WWF, we talk about the No Mercy UK PPV, featuring the last appearance of Sable in her original run, as well as how the PPV was basically a glorified house show, plus all the other news from our week.In Japan, the landscape is changing, as newly-minted AJPW President Mitsuharu Misawa had a meeting with New Japan's top stars about putting together a possible working relationship down the line. We also talk about a big BattlARTS show, Atsushi Onita running quite the show at Korakuen Hall, the joshi scene, and more.We then go to Mexico where we talk about Great Sasuke and the Toryumon guys working some shows there, before going back to the U.S. indie scene where we have a funny Ace Darling story, Blaine DeSantis running a couple of loaded PCW shows that come off like bigger indie supercards than Break the Barrier did, Vic Grimes running wild in Memphis, and lots more.WCW closes the show, where we talk about all their Tonight Show shenanigans with Kevin Nash, Bret Hart, & Bill Goldberg, Goldberg's contract dispute, and so much more.All in all, a very entertaining show....so LISTEN NOW!!!Timestamps:0:00:00 ECW (& Break the Barrier)2:01:40 WWF3:00:38 Japan: AJPW, NJPW, BattlARTS, Onita Pro, GAEA, JWP, & NEO Ladies3:47:53 Classic Commercial Break3:51:47 Halftime4:14:26 Latin America: AAA, CMLL, IWRG, Toryumon Mexico, & WWC4:26:19 Other USA: Ace Darling, LAW, PCW, MCW, ATCW, OVW, IWAMS, & MPPW4:53:30 WCW5:29:49 Patreon Preview: Phil Mushnick's infamous front-page “Sex, Lies, and the WWF” column about Vince McMahon's performances on TV relative to what he told Phil about the Titangate scandalsSupport this podcast at — https://redcircle.com/between-the-sheets/donationsAdvertising Inquiries: https://redcircle.com/brands
Brian and Ed are back in the That Real Blind Tech Show Lair, and are thrilled to be joined by the recently rewired, not retired Larry Goldberg. Larry just left Yahoo, as their Head of Accessibility. We start off asking Larry about the future of accessibility at Yahoo. We revisit our history over the past few years with Yahoo and the All Blind Fantasy Football League. If you have not seen the mini documentary about The All Blind League, you can watch it here. If you are interested in joining the Second All Blind Fantasy Football League which will be launching this August, email us in ThatRealBlindTechShow@gmail.com to reserve your spot. Coming up in just a few days is Global Accessibility Awareness Day which Larry is involved with, we get his thoughts about where the state of accessibility is in 2022. Larry is also involved with XR Access, a group who's goal is making augmented and virtual reality accessible to all, we dive in to what is coming up with them as their virtual conference will be June 9th and 10th. We then begin our stroll down memory lane with a This is your life with Larry Goldberg. We discuss some of Larry's career highlights, some lesser known moments of Larry's career, and of course discuss all the amazing achievements Larry has accomplished in the name of accessibilityy. We discuss how a USC Broadcast graduate ends up working in accessibility. Larry explains how captioning eventually led to audio description in television and film. We discuss the early days of audio description and how audio description has evolved here in 2022. We then talk about Larry's involvement with the 21st Century Communications Act, and find all about Teach Access. We wrap up discussing what we can look forward to from Larry Goldberg the Consultant. You can keep up with Larry through his LinkedIn page. To contact That Real Blind Tech Show, you can email us at ThatRealBlindTechShow@gmail.com, join our Facebook Group That Real Blind Tech Show, join us on the Twitter @BlindTechShow , or leave us an old school phone message at 929-367-1005.
Listen to a new episode of Your Next Stop recorded live on Fireside with host Juliet Hahn featuring author, screenwriter, and publisher Lee Matthew Goldberg and literary agent Natalie Kimber. Lee Matthew Goldberg is the author of nine novels including THE ANCESTOR and THE MENTOR and the YA series RUNAWAY TRAIN. His books are in various stages of development for film and TV off of his original scripts. He has been published in multiple languages and nominated for the Prix du Polar. VANISH ME will be out in Feb '22. After graduating with an MFA from the New School, his writing has also appeared as a contributor in Pipeline Artists, LitHub, The Los Angeles Review of Books, The Millions, Vol. 1 Brooklyn, LitReactor, Mystery Tribune, The Big Idea, Monkeybicycle, Fiction Writers Review, Cagibi, Necessary Fiction, Hypertext, If My Book, Past Ten, the anthology Dirty Boulevard, The Montreal Review, The Adirondack Review, The New Plains Review, Maudlin House, Underwood Press, and others. He is the co-curator of The Guerrilla Lit Reading Series and lives in New York City. Follow him at LeeMatthewGoldberg.com, Twitter, Instagram, Amazon, and FRINGE. Natalie Kimber is a literary agent with The Rights Factory and previously worked with the Georgetown University Booklab and Literary and Creative Artists in Washington, DC. She represents trade authors as well as academics, artists, and poets. She is passionate about bringing books into the world and developing them with authors from first ideas through publication. She is an editor for the literary journal Monologging, the organizer of the NYC Writers Circle, and the founder of the Weehawken Writers and Artists Studio. Follow her on Twitter. Remarkable Quotes: “As a writer, you're very alone. You write alone and put your work out there and you have a few people in your life. A lot of times it's a business relationship, and it's about money. To have people who really just care is invaluable.” ~ Lee Matthew Goldberg “Keep looking for the person who's gonna like your thing because eventually, if you just stay positive, you will get there.” ~ Natalie Kimber Sponsors Today's episode is sponsored by: Together Women Rise is dedicated to ensuring that every woman and girl has the opportunity to live freely, pursue her dreams, and reach her full potential. We are a powerful community of women and allies engaged in learning, giving, and community building. Visit TogetherWomenRise.org to learn more and join us! Picked Cherries‘ social podcasting app is the destination for the best podcast listening experience for all listeners. Download the app for FREE on Google Play and the App Store. Share podcasts like never before with Picked Cherries. Learn more at PickedCherries.com. Find Us Online! Fireside: Juliet Hahn Instagram: @iamjuliethahn LinkedIn: Juliet Hahn FB: Juliet Hahn Clubhouse: @iamjuliethahn YouTube: Juliet Hahn Twitter: @iamjuliethahn
Leading a balanced life looks a little different for everyone, but for Shannon Goldberg, Founder and CEO of Izzy Zero Waste Beauty, balance looks like making sure your cup has enough water for you to drink from. An empty cup is just as useless as working a job you hate. She's living out her passions, while also working hard at creating more sustainable options for beauty brands — all while have fun along the way!My book, ‘Facing the Seduction of Success', is scheduled to launch on 6/7/22! The road towards success can be challenging.. and intoxicating. Between these pages you'll find helpful, uplifting and inspiring anecdotes from some of the beauty industry's leading professionals. If you're as excited as I am, make sure to pre-order it on Amazon: https://www.amazon.com/Facing-Seduction-Success-Inspiring-Business/dp/1957651105/For more information visit: https://www.seductionofsuccessbook.com/
ERIC GOLDBERG - Aladdin “The Genie” This was a live recording with Disney Studios.. ERIC GOLDBERG (Animator) is renowned for his role in creating and supervising the animation of the Genie character for “Aladdin,” for directing “Pocahontas” and the “Rhapsody in Blue” and “Carnival of the Animals” sequences for “Fantasia/2000,” along with numerous other achievements. He is the recipient of the 2011 Winsor McCay award from ASIFA-Hollywood for lifetime achievement in animation. Among his recent work, he created new animation for the Cirque du Soleil show, “Drawn to Life,” at Disney Springs in Orlando, Fla. He has also contributed animation to a variety of projection shows and special projects for Disney Parks and Experiences around the world. Goldberg's animation knowledge started early, creating flip books at age six and moving on to making prize-winning Super 8 films from the age of 13. After attending Pratt Institute in Brooklyn, NY, majoring in illustration, Goldberg became a full-time assistant animator to legendary director Richard Williams on “Raggedy Ann and Andy.” He went on to direct countless TV spots for Williams in London before coming to Los Angeles to serve as director of animation on the Emmy®-winning “Ziggy's Gift.” Returning to London, he co-founded Pizazz Pictures, a commercial studio with a world-wide clientele. Goldberg joined Walt Disney Animation Studios in 1990 to supervise the animation of the wise-cracking Genie in “Aladdin.” He then co-directed “Pocahontas” (1995), and animated the feisty satyr Phil in “Hercules” (1997). His directing stints on “Fantasia/2000” were a labor of love and were inspired by both George Gershwin and the legendary theatrical caricaturist Al Hirschfeld, who served as artistic consultant. Other Disney credits include “The Princess and the Frog” (for which he supervised Louis, the trumpet-playing alligator, earning him his third Annie Award for best character animation), “Winnie the Pooh” (supervising Rabbit and the “Backson Song” sequence), and “Wreck-It Ralph” (helping to flesh out the character of King Candy). He also served as head of animation for 2013's Oscar®-nominated short, “Get a Horse!” and recently was the director, writer, and a supervising animator for the animated shorts “Disney Presents Goofy in How to Stay at Home.” Goldberg and wife, Susan, a talented artist and art director in her own right, have two daughters, Rachel and Jenny, who both work as artists in the entertainment industry.
With another semi-final secured, we spoke to Sarries fan Sam Norris to get his thoughts on the talking points on and off the pitch. We were also lucky enough to have Saracens Amateurs DoR Jack Goldberg on the show to take us through their season and the future of the club, as well as the excellent House of Hope Sevens event.
On this special Mother's Day edition, Joel Goldberg welcomes his mom Nancy Goldberg to the podcast as well as his brother Marc Goldberg. Marc and Joel's full conversation is a past episode, but we repurpose the brotherly chat as they talk about their childhood and the love and respect they have their mother. Nancy has a fantastic story, one that the boys greatly respect and admire. They tribute much of their successes to both parents, but Nancy's story is unique and incredibly inspiring. Happy Mother's Day!
This week I am joined by the marvelous Sas Goldberg!! Sas is currently starring in my favorite new play Which Way to the Stage playing at MCC Theatre. We talk about everything from Dennis Quaid, to On Your Feet. It is a delightful conversation with one of my new favorite people. :)* PLEASE LIKE COMMENT AND SUBSCRIBE *Follow Sas: @sasgoldieFollow Ryan: @rtayrewsFollow the pod: @yrulikethispod See acast.com/privacy for privacy and opt-out information.
Former two-time WWE Champion Drew McIntyre joins Bill Apter and Brad Gilmore for an exclusive interview with Sportskeeda. Drew talks about his upcoming match against The Bloodline at WrestleMania Backlash, and reveals his thoughts regarding a singles match with Roman Reigns. McIntyre also discusses some of his strongest opponents including Brock Lesnar and Goldberg, opens up on Theory getting similar treatment by Vince McMahon as he once did as 'The Chosen One', and shares his thoughts on The Undertaker's character work. That's not all, he also engages in an exciting lightning round of questions that you need to check out! Join Two-Time WWE Hall of Famer and six-time World Champion Booker and "The BOAT" Brad Gilmore for the most compelling and entertaining conversations about the world of sports entertainment and beyond.
In this episode, Anthony is joined by Bob Spitz, bestselling author and journalist. Together they discuss his recent book ‘Led Zeppelin: The Biography', which reflects on the band's artistic journey and delves into the good, the bad and the ugly of being the most popular rock band of their generation. Bob then shares the process behind writing his books, with a key goal to separate myth from fact, whilst bringing his expertise in the music business to each project. Next, Sara Just, senior executive producer of PBS NewsHour Productions and a senior vice president at WETA, talks with Anthony about having editorial independence at PBS and how this allows them to cover the stories that matter. Sara shares her predictions for what will shape the 2024 presidential agenda from a news media perspective – touching on issues with misinformation and maintaining credibility and trust.Finally, Todd M. Goldberg is co-founder and co-CEO of Crush Capital and Going Public–the only show where viewers can invest in companies as they watch. He joins Anthony to discuss how they are working to democratize private capital markets and make investing more accessible. Todd then reveals the behind-the-scenes plans for season two and how the show has helped empower the featured companies.Follow our guests on Twitter: https://twitter.com/BobSpitzNYC https://twitter.com/sarajust https://twitter.com/goingpublic Subscribe on YouTube: //bit.ly/3ICdZXx Follow us:https://twitter.com/moochfm https://twitter.com/scaramucci Sign up for our newsletter at:www.mooch.fm Created & produced by Podcast Partners:www.podcastpartners.com
The Rabbi and Joshua welcome editor-in-chief of The Atlantic, Jeffrey Goldberg, to discuss his fascinating sit-down with Ukrainian President Volodymyr Zelensky at his compound in Kyiv. Goldberg explains the similarities that Zelensky shares with many American Jews and why it is so noteworthy that Ukraine's President is Jewish at this particular time. (09:02) Jeffrey Goldberg Interview (33:47) Rabbi Shira's Guided Meditation as we count the Omer
On today's Taskmaster Talks with Kevin Sullivan, we are diving deep into Hulk Hogan. Host John Poz and Kevin will discuss every major detail involved with Hulk's run in WCW. Kevin will discuss Hulk's matches, Feuds, creating the nWo, and his legacy. That and so much more! Other podcasts weren't there! Lets clean up the fantasy b*llshit, with real Facts and real stories.Don't settle for average, man up at LegacySupps.com and use code SULLIVAN for an additional 10% off your entire order. That's L E G A C Y S U P P S dot com and use the code SULLIVAN for 10% off your entire order of the best health and workout supplements out there! Pro wrestler approved!Sign up today at MyBookie and use the promo code TASKMASTER to secure a first-deposit bonus up to $1000! It;s simple-put in $200 and play with $300- just use promo code TASKMASTER to claim your bonus. Bet anything, anytime, anywhere with MyBookie.
Michael talks with Jonah Goldberg about his book "Suicide of the West: How the Rebirth of Tribalism, Populism, Nationalism, and Identity Politics is Destroying American Democracy." At the time of the interview, Goldberg was Founding Editor at the National Review. Now, he is an LA Times columnist and editor-in-chief at The Dispatch. Original air date 4 May 2018. The book was published on 24 April 2018.
Special guest: Abbie Goldberg, Ph.D. This podcast will focus on the range of different types of families there are—especially families that were built through adoption and families that are headed up by two-dads or two-moms or a range of others who love them (grandparents, single parents). What makes a family? It's about process not structure—it's who loves and takes care of you, not their gender or biology! Thank you to Professor Abbie Goldberg, recognized scholar, speaker and author, for all her amazing eye-opening information. The post How to Talk to Kids about Diverse Family Structures with Abbie Goldberg, Ph.D appeared first on drrobynsilverman.com.
Special guest: Abbie Goldberg, Ph.D. This podcast will focus on the range of different types of families there are—especially families that were built through adoption and families that are headed up by two-dads or two-moms or a range of others who love them (grandparents, single parents). What makes a family? It's about process not structure—it's who loves and takes care of you, not their gender or biology! Thank you to Professor Abbie Goldberg, recognized scholar, speaker and author, for all her amazing eye-opening information. The post How to Talk to Kids about Diverse Family Structures with Abbie Goldberg, Ph.D appeared first on drrobynsilverman.com.
Photo: A sign shows the Iranian state-owned and operated Shahid Bagheri Industries logo while on display at Joint Base Anacostia-Bolling in Washington, D.C., Dec. 12, 2017. The sign is part of a multinational collection of evidence proving Iranian weapons proliferation in violation of United Nations resolutions 2216 and 2231. DoD photo #Iran: Does Iran want to conclude the Iran Deal? Richard Goldberg @rich_goldberg @FDD, senior advisor, Foundation for Defense of Democracies. https://www.wsj.com/articles/foil-the-financiers-of-irans-terrorism-revolutionary-guard-quds-sanctions-congress-deal-11651432838?mod=Searchresults_pos1&page=1
Of course we were going to end up doing an episode about CBT eventually. Emily describes visiting a CBT therapist who seemed uninterested in doing any real work, and Alyssa Davis joins us to cognitively restructure our beliefs about therapy models. Plus, some notes on EMDR, common factors, and deliberate practice. This episode has a bit of everything. Thank you for listening. To support the show and receive access to regular bonus episodes, check out the Very Bad Therapy Patreon community. Today's episode is sponsored by courtmandatedtraining.com and The Organized Therapist – Social Media for Therapists. Join our charity drive! We are matching up to $6,000 of your donations to the world's most effective charities. To contribute, visit GiveWell.org and use the fundraising code VBT. Introduction: 0:00 – 8:36 Part One: 8:36 – 40:09 Part Two: 40:09 – 1:15:06 Part Three: 1:15:06 – 1:36:40 Very Bad Therapy: Website / Facebook / Bookshelf / Tell Us Your Story Show Notes: Donate to Ancient Forest Alliance Alyssa Davis, LMFT: Website / Instagram Learn Psychotherapy: Website / YouTube / Apple Podcasts / Spotify MFT California Does Practice Really Make Perfect? A Longitudinal Analysis of the Relationship Between Therapist Experience and Therapy Outcome: A Replication of Goldberg, Rousmaniere, et al. (2016)
Host Rich Goldberg examines El Salvador’s adoption of Bitcoin as legal tender and the country’s long-awaited Bitcoin bond. Rich is joined by two journalists who have been on the ground in El Salvador: Anna-Cat Brigada and Leo Schwartz. Anna-Cat Brigida is a freelance journalist based in Central America. Her work has been published in The […]
Amazon released their Q1 earnings for 2022 on Thursday April 29th. In this episode we do a deep dive into all the details. Key Topics: Declining macro economics First quarter 1P sales were down year-over-year for the first time in two decades, as it had to comp against a very strong Q1 2021 which was elevated by the pandemic. AWS getting a strong boost from the pandemic. Ads continue to quietly be a bright spot for Amazon Andy Jassy's first annual shareholder letter Amazon's new "Buy With Prime" offering for DTC sites. Episode 291 of the Jason & Scot show was recorded on Thursday April 29, 2022. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:23] Welcome to the Jason and Scot show this is episode 291 being recorded on Thursday April 28 2022 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:39] Hey Jason and welcome back Jason and Scot show listeners it is a Thursday in April late April and that means it's Amazon results so we're going to take everyone through the results that came out today talk a little macroeconomic and a little bit of ecom's if we have time Jason I wanted your hot take on Ilan buying Twitter are you freaking out. Jason: [1:04] I am not freaking out but I'm having to have a lot more conversations with people about it than I might have expected people are super interested in following it closely. Scot: [1:14] Yeah I had. I think I'm not freaking out but I think one because everyone is freaking out they may be looking over a little prick little kind of idea I had which is if the logic path goes like this the dad model on Twitter hasn't worked since they went public that hasn't really grown or do anything the subscription model is tricky and if you do have Elon doing this he obviously understands e-commerce really well with Aziz. Help create PayPal yeah I think it could be an interesting experiment to do a hybrid some kind of a subscription type program but also I think if anyone could take a run at actually doing e-commerce right inside of Twitter building on Marketplace of some kind I think that would be interesting to see him take a run at that now we could have the whole if you don't go to a cocktail party to buy stuff conversation but I do think there is something there where if you are a influencer and you know obviously Instagram is starting to figure this out all the live streams I think there's something there that Twitter could monetize so we'll see that's kind of what I'm thinking more versus make you know. That kind of losing my mind. Jason: [2:34] I think if you're a traditional Advertiser that has for what like. Who benefited from the advertising model like you're concerned because there's potential disruption but I'm with you I think there's the. The rate of change is likely to increase it Twitter like Twitter had been you know somewhat stagnant for a while so like I'm always excited to see interesting new experiments and trials so I suspect we'll see some. Some clever new ideas at least attempted to be implemented in that and you know some of them I'm sure we'll be cool side note and I maybe shouldn't disclose this on the podcast. I'm a pretty long term user of Twitter I was like in the first million users I'm pretty sure I've never seen an ad on Twitter. Scot: [3:18] I see him all the time. Jason: [3:19] So what I haven't figured out why it is I don't see them like I have a verified account and I don't know if there's some. Oily status where like they don't show as many ads but I also primarily use Twitter through apps and it doesn't seem like any of the apps show ads do you use a web browser or do you use like. Tweetdeck course. Scot: [3:44] Phone I use that wealth the apps. Jason: [3:48] Use the Twitter app. Scot: [3:50] Yeah I use the Twitter app the old apps don't really work anymore because they limited them to like some they're all hobbled at this point. Jason: [3:57] So except for tweetdeck which is owned by Twitter it's like an alternative a poem by Twitter that I stole. Scot: [4:04] Okay I didn't know that still existed. Jason: [4:07] Um yeah so I have like hesitated to Deep dive into why I don't see ads because I'm grateful that I owe but but. Scot: [4:16] Show me Aunt as the chief digital ad officer you should be seeing ads though I do think that's pretty important. Jason: [4:23] Every time I watch a TV show in my wife fast-forward through all the ads I'm like like I say you realize Those ads paid for this house right and. Scot: [4:30] Yeah. Jason: [4:32] I'm sorry tell the advertisers listening. Scot: [4:35] Well I saw on Twitter that you have been spending some time in the meadow verse what's that all about. Jason: [4:40] I have its kind of fun I got invited to a conference that was put on by meta AKA Facebook and the reason I was interested in it was not necessarily the topic they were hosting this 800% event in the middle verse so they sent us all their latest headsets which is the. Used to be called the Oculus quest to now it's called The Medic West too. But I hadn't really looked at their Hardware since the first generation that you and I bought the Oculus Rift which required a, pretty beefy computer and a bunch of sensors and cables and I was pleasantly surprised by The onboarding Experience like you just take this thing out of the box doesn't have any cables doesn't require any external sensors. And it seems like it works way better and easier than the old Hardware so that was kind of fun and it was kind of fun to see, the early iterations of how. Facebook in Visions like 200 people having a virtual meeting in a in the metaverse I'm not sure. It's a super exciting or that the experience has been nailed yet this is like very much a 1.0 kind of thing but it's fun to see you know people inventing new things. Scot: [5:57] Cool yeah a lot of those things you just kind of like you fiddle with your avatar for a while then it's you're sitting there watching other people you're like what is going on because their hands are moving all weird as they're like typing or something. Jason: [6:09] Yeah they have a very like accurate looking avatars and I'm like that's the last thing I want exactly. Scot: [6:15] Yeah I want to be Brad Pitt for crying out loud number one reason to go in the meadow Reese's to look better. Jason: [6:21] Indeed indeed well they apparently opted not to do that for this conference. Scot: [6:26] Well we we had mentioned doing a web three deep dive and I got a lot of listeners that reach out and said they would really like to see that so we need to put that on our agenda. [6:42] Yeah yeah yeah you know what I mean Dad request for us to do a podcast. Your pedantic so you want to kick us off with the little view of what's going on the macro before we jump into some micro. Jason: [7:01] Yeah so in general the macroeconomics are kind of a Debbie Downer and you know I am spending an awful lot of time talking with retailers and brands that are kind of planning for. Wean sort of next 9 months as a result of that but kind of frame this up. You know the Marquis - macro is inflation which there's a bunch of ways to measure it it's a wildly imperfect thing but the the most popular foot like General inflation number we use, we're now at 8.5 4% which is a 40-year high so inflation is very high. Another one we look at is like various credit worthiness and so like mortgage delinquencies is a good proxy for consumer health. And mortgage delinquencies aren't alarmingly High yet but they're in the last quarter they ticked up. And so that that is a potential early indicator. A bigger indicator that we don't like is to see the savings rate Decline and so historically like for the last 10 years I would say. [8:20] The average savings rate has been about eight percent so consumers save about eight percent of their income, during the pandemic we had the highest savings rates ever because consumers got really conservative and they were gifted a lot of extra money in terms of economic stimulus so it like briefly pipe. [8:38] Spiked over 20% but now it's back down below the it's at a 10-year low now so it's at 6.6 percent so that. It says that all of that inflation has kind of sucked all the savings out of the the US consumer and we're starting to see more defaults, I don't have data on it but one that I've heard is alarming is we're starting to see a high default rate on all those buy now pay later services that everyone you know has gotten attached to. [9:07] I've been in the housing market lately and for those that don't know the you know mortgages are starting to to really shoot up so that the. Traditional 30-year fixed mortgage rate is up at 5.1% now. It was it that during the pandemic it was down below 3. And then you know a particularly alarming one is GDP, which you know we had been kind of growing in that that one to two percent a quarter and you know we just got the the. [9:45] The Q I want to say I think it's just Q4, GDP and it was expected to be up 1% and it was actually down 1.4 percent so the economy shrunk witch. Was alarming and then you roll all that up. And you and I have talked about this being a little bit of a mixed bag but there's these consumer confidence index has and the one I look at is the University of Michigan survey, and so they have it kind of indexed against a hundred and so right now the the consumer confidence survey is that a five-year low so it's, lower right now than at any point during the pandemic and it's it sixty five point seven and so often. The consumer confidence our roads before the consumers actual Financial Health our roads but spending tends to correlate with consumer confidence more than. Then actual economic macro so so that's a particularly alarming one to the retailers, the one thing I would say is bright is as I've talked about before you know in general retailers did really well in the pandemic and and sales, um we're quite a bit higher over the last two years, and we haven't really seen them take down there the rate of growth has dramatically slowed so March retail sales versus a year ago was up 5.5 percent. [11:14] You know that's up forty percent versus two years ago and q1 of this year was up 10.8 percent versus last year it's up thirty percent versus two years ago so retail sales are still strong what you know some people would rightly point out however is what we what's hard to measure is how much of those. Of those increases in retail sales and q1 were actually from that inflation right so you know unit sales could have been down significantly because prices were up so much. Scot: [11:48] Yeah I just one of our interns handed me a note the GDP is a quarterly so that's the q1 result they do frequently update those kind of after the fact that they get more data and so but I don't usually it's kind of fractional so I don't think it's going to swing to a positive sadly. Jason: [12:07] Yeah so you roll all that up and let me just say like we went into two strong years in January and February a lot of people are planning a lot of aggressive. Investments and I and it feels to me like people are like really curtailing those investment plans as and are starting to hunker down for for potentially rough economic year, so we shall see. Scot: [12:32] Are so when you're out there talking to clients or few people kind of saying because right now everyone's maybe they already done it maybe they're kind of making their fourth quarter planning decisions right so it's kind of like a very very, cloudy crystal ball. Jason: [12:49] Oh yeah I've I've already like finished a bunch of holiday campaign plans so I've been talking like Christmas toys Non-Stop, three weeks which is a little weird but yeah and you know they're like they're there is a inflation layer to everybody's holiday plans right now, you know hopefully we get to use the the optimistic version and not the pessimistic version but everyone's planning for you know potentially going into Q4 in not great shape. [13:30] Yeah yeah but I mean you're going to tell me not to worry about any of that because Amazon made a bazillion dollars right. Scot: [13:36] Well want want also not great news on the Amazon front so that part of the setup here is we are lapping q1 2021 where covid will a huge Tailwind for for Amazon we were still we weren't shut shut in per se are locked down but there was still you know. Very little air travel and people weren't out doing stuff and then also last year there was a prime day and q1 so that's not this year so that swings the number some to some degree and then just a blanket statement whenever Jason I cover these things we always go with the data that excludes the, any changes from Financial currencies what Wall Street would call X FX so so - is the X any any. [14:25] Currency kind of changes so that neutralizes the currency stuff which is actually been oscillating quite a lot with the the whole Ukrainian Russian thing so but we take that out so we try to get kind of a neutral currency view of what's going on so it was really interesting earnings this year are this quarter because you know we had Netflix coming out and really kind of miss their number and, you know there's a family of public companies that everyone thought there was a new normal but it was actually this kind of covid-19, pull forward that is gone away so Zoom Peloton are in that camp and now it's looking like maybe Netflix's there. [15:11] Yep Shopify shopify's well I think Shopify has a whole nother world of hurt we'll talk about here. The other the other surprising thing of Netflix is just kind of randomly on the call we tasting the co kind of said oh and we're looking at an ad model and I think I'd like surprise people inside the company hadn't even been briefed on this so that's good for you so so good news I think maybe an ad models coming to Netflix so more more ads for you to go sell and do your thing. Jason: [15:39] Yeah but honestly I think no one heard that because he's right before that he said we're going to stop letting everybody share passwords I think that's. Scot: [15:47] Yeah it was like what. So yeah so you can tell they're they're scrambling to kind of they're opening their minds to things they never thought that they would look at before because the subscription actually had a loss of net subscribers even when you take out the head turned off Russian subscribers don't even if you take that out it was negative and then Google was really interesting because you and I I think we're actually pretty clearly some of the first people to talk about how worried we were about the IDF a some people call this a TT I do I don't like to call that I call it the idea phase so the the blanket term will just use as the the Amazon the Apple privacy changes and Google's results were interesting because Google has a lot of businesses inside of their Google core is immune from the Apple privacy changes because they are the search partner of Apple. [16:43] So you just go right in there they have access to all the delicious cookies and all that kind of stuff and then also they you know search is nice because you get this intent in the form of the search term so you don't have to guess what someone's trying to do and use all this add technology to figure it out that being said the YouTube part of the business we got hammered and reading through because apples a big partner of theirs but also a competitor you kind of like you had to parse their language really carefully but it seemed like YouTube was hurt hard enough that it really, really kind of ended up. [17:23] Putting pressure on the overall business even though the core search business was was pretty resilient through the changes so that was interesting and then you know what's going to. [17:34] What's going to make this even worse just broadly is they are pretty publicly stating they're going to bring a lot of those changes to the Android platform so it was kind of an Apple only platform problem but now Androids going to replicate, many of those no tracking hiding your email all these kinds of things that. Our overall good for consumers to some degree maybe they're going a little too far because there is some benefit for having. [18:02] Good product recommendations in those kinds of things that are I think are going to get hurt from this but yeah so that is all getting worse, so then Facebook so then I was like oh man this is gonna be really bad for Facebook but I think what Facebook did is they kind of kitchen sink it last time and they basically said in fourth quarter wow this apple stuffs bad let's just go ahead and if we're gonna rip the Band-Aid let's rip that thing off. Chest hair in off and they. They they actually did less worse than everyone expected so that was a relief which is we're kind of in that market and so I think they had predicted that it would be really really terrible and it was only. Terrible and then apples revenues were up 9 percent which was in this climate is when it's very low for Apple but a wind that brings us to Amazon results, anything from those who wanted to opponent before we jump into Amazon. Jason: [18:59] No just I think the apples Apple earnings were today and I would say they were surprisingly upbeat like both. Like they talked about the macros but they you know what would what you would expect to be particularly acute concerning apple is supply chain given that a bunch of their factories are walk down and closed in China right now, and Tim Cook seem like quite optimistic that they had a solid supply chain point and go forward so I hope he's right because I'm gonna want my new iPhone. Scot: [19:30] If anyone would have a handle on that I would be Tim Cook so so. Jason: [19:34] No I mean I. He's credible I wasn't saying he was wrong I was just pleasantly surprised to hear I don't hear a lot of people talking about feeling like they have their hands arms around supply chain this year so that was an outlier to me. Scot: [19:49] Well they talked about. He was a year ago diversifying out of China into was it Singapore or Vietnam they may have been Vietnam so I think they've got a couple you know they have Diversified there, they're manufacturing portfolio across multiple countries so maybe that that's part of the resilience that they're seeing there are maybe they think those cities that are locked down in China will get back to it but by the time they have some new iPhone or some. Jason: [20:14] Yeah and I do think they have this privilege status where when their factories get walk down they get watered down with workers and them so there is that. Scot: [20:22] So productivity is up yet for going to shelter in place you might as well do it on the assembly line making the Apple phones. Okay so let's jump into Amazon results and start with Revenue so the little bit of A Tale of Two Cities here so online product sales when - at minus 1% which obviously isn't good some Wall Street analysts did the math and they pulled out the comp, to the Amazon Prime day and I think that made it basically neutral so not up or down but still you know not something you want to see here I guess if GDP is decreasing, you know zero is the new wind but but not what you expect from Amazon and clearly one of the you know I would I need to go back and look at 08 and 09 it went - in those years. Jason: [21:15] I was going to ask did it because I couldn't remember it going - Scot: [21:18] It did yeah I have a chart in a presentation and it goes e-commerce went like - 20 and Amazon went negative 5 so it was better than always is tracked considerably better than the e-commerce data but it did go - for a period of quarter or two in 08 and 09 I want to say q 4 of 8 and he wanted nine is my memory but I'll fact. [21:38] Conversely subscription Services were up 13% and and there is Prime and you know all the things associated with Prime so that's interesting and then you had some commentary from the call that you heard around that that I'll say it for you unit sales were flat and in the commentary on the call they talked about that being due to inflation so you know they're they're starting to say hey we're seeing the signs of inflation here and we're fuel is rising and supply chain and they're starting to kind of. Throw a lot of these things out there that you know I think. We're doing this the evening of the report so I think wall Street's not going to really like this whole body language coming on Amazon overall growth when you stroll together all the Amazon business units you get to seven percent growth which is the slowest growth since the recession of 08 09 and if you compare that to Q4 of 21 which it's your of your growth of Q for 20 that was nine point five percent so a pretty material slow down quarter-on-quarter from the growth rates here that we're seeing, they do split out a couple segments so North America was up. [22:57] 7.6% all in and then where they felt a lot of pressure was International it was down six percent so it feels like you know. Internationally known us has is actually kind of in a worse slide from a macroeconomic and we're starting to feel it here as well, so that was that and then physical retail was up 16% that's an easy cop because you've got people weren't going to stores largely Whole Foods mix that up, this is good time you and I haven't had a chance to talk about it but they did announce that they're closing a lot of their stores so here we had a was interesting we had just opened a 5-star store, four star whatever that is and, and then they closed it like it was literally open for like 45 days I didn't get a chance to go to it and they're closing a lot of those bookstores and whatnot and that's been attributed to the new Co Jassie, saying hey we're not going to really pursue that strategy anymore. Jason: [23:55] Yeah it was a little surprising because that you know there was a decent Fleet of the book stores they closed them all the five-star stores the, the stores that were saved were the grocery store so obviously Whole Foods but also these Amazon Fresh has they added like six more so they're like 46 now if I'm, I'm counting right and then they have announced a new fashion store that supposed to open this quarter in Los Angeles, and as far as I know plans are still, on to do that but yeah it was surprising that the bookstore here in my neighborhood closed as well. Scot: [24:35] Cool and then you were watching The Profit side of Amazon what you see there. Jason: [24:40] Yeah well the they you know they talked a lot about all of these macro pressures and you know, those all having an impact on rising cost so labor costs were up fuel costs were up, and you know overall supply chain was significantly more expensive they talked about shipping expenses reached 38 percent of revenues and like in comparison that normally is about 32%. What you know fuel being a big factor and all other shipping costs and so roll all that in and they made three point six billion for the quarter which is like a 3.2 percent margin, and I think the consensus estimate was. [25:27] 4.6 so a meaningful Miss on the margins and it's interesting because. You know normally these - macro things they it's they can have a weird effect because, when the mat the inflation is high but consumer confidence is okay it actually, increases demand because you sell the same amount of stuff and you sell it for a higher price, but once consumer confidence starts dropping people start buying less right so you know Amazon you can see that demand dropping on the top line so that's a concern and then all of their costs go up because of all these macros and so the margins. Take a bigger hit and so that's a big concern and then in their commentary there was this interesting, um narrative around Amazon inadvertently ended up with too much capacity so primarily in there there with just X Network so. [26:28] You know over the last two years they famously have doubled their their warehouse capacity which now I think in total is over 100 billion dollar investment. And. They also hired a ton of people during covid they had a lot of people on covid we've said they backfield a lot of positions and then all those people came back and they apparently had too much labor so too many warehouses and too much labor equals, a hit on margins as well and so a lot of their narrative was around, they're they're expected focus on improving the efficiency of that supply chain this next quarter which. Means they have to either get more Goods in their Network and do more stuff and I you know I think we're if we have time we'll talk about some new programs Amazon's rolling out that my do that and it'll be interesting to see if they. Shrink or at least slow the rate of their labor force growth based on some of these comments as well. Scot: [27:32] Yeah yeah and. You know one Wall Street analyst kind of rolled all that together and kind of put a 6 billion dollar number on it which which is kind of yeah wow that's a it's a lot of headwinds that they're facing there so it'll be interesting to see do do they read the tea leaves and take that capacity out or do you just kind of keep it in place for a holiday because the cops will get easier through the year right because you have things were less crazy covid Wise from second half of last year. Jason: [28:06] Yeah and I you know I mean they both rightly pointed out like Hey we're glad we made the Investments we did, like they put us in a strong position you know as I don't don't pay too much attention to year-over-year comps because we're competing against such a weird year the way to think of this is, um That sales are way up in there mostly staying up right so that's kind of the the management spin on the circumstance but there for sure our head winds and I would say. If Amazon is feeling head wins the vast majority of other retailers are feeling like a head storms because, you know Amazon has more levers and more scale to insulate them from a lot of these challenges. Scot: [28:54] Yeah so so rough spot on on the cost side how about usually the bright spot is AWS how did that. Jason: [29:03] Yeah so that is exactly the opposite like, I demand you know one of the things they talked about is like a lot of people rethought their their infrastructure needs as a result of covid and it's greatly accelerated. People's migrations to the cloud so it had a good run during the pandemic and it continues to go gangbusters so it was up. Um 37 percent year over year for Q4 I think it was up forty percent so that that's a. A huge highly profitable business that's continuing to, um to go well I you know I think their total revenue was like eighteen point for tea. [29:48] Four billion which was above the consensus and you know I don't like a lot of the other businesses this is like a 35%. Gross margin business so that substantially beat the expectations which were like I think just under 30%. And it's interesting they didn't so much cover this in earnings but an indie jassi's shareholder letter, he spent a lot of time talking about some of the, amazing Innovations on silicone and the Amazons rolled out that have dramatically improved their their efficiency on AWS so it seems like they still have. They feel like a lot of Headroom to keep driving their cars down even as demand for capacity is, is growing really fast so AWS continues to be a good story I would say though I don't sleep on the ads and interestingly, they didn't talk a lot about ads in earnings they didn't talk about ads in the, the shareholder call but they sold seven point eight billion dollars worth of ads in q1 which is up 25% from last year q1 so not growing quite as fast as they WS. [31:04] That does mean 30 their last 12 months they sold almost thirty three billion dollars worth of ads and so a couple things to bear in mind. That's 33 billion dollars at like 75 percent gross margin so. Pretty you know appealing business even compared to if you call a WS like 75 billion dollar business at a 35 percent gross margin and you know. Thirty three billion dollars in ads Twitter just sold for forty four billion dollars and they sell less than 5 billion dollars a year in dance so so that that is a, highly profitable and still strongly growing business. Scot: [31:52] Yeah yet kind of doesn't get enough sunshine I think the how big this is getting. Jason: [31:58] Yeah I will say every other retailer has noticed this even if no one's talking about it and so the if the number one conversation I have with retailers is about inflation right now the number to conversation I have is about retail media networks which is code for like part of the way we'll deal with inflation as we'll get more money from the manufacturers. Scot: [32:17] Yeah and again I kind of circle back to those apple changes when when Apple gets rid of all this tracking the companies that are best positioned to, to benefit from that have closed loop data which is retail retailers because they have that transactional data and you know I think that Apple change is one of the unintended consequences is going to make Amazon's ad business huge at the detriment of Facebook and Snapchat and, Twitter in those kind of companies but then also a Walmart and Target and anyone that has you know hundreds of millions of people coming in there and and doing closed-loop transactions now is in a better position to build in that ad Network than Facebook who was so dominant for so long. Jason: [33:07] 100% And if any of these social networks like you know really start to lose value because of these challenges like don't sleep on on seeing a retailer require them right because, what you do is you swoop in with all that first party data in a choir that Network in China a lot of the big social networks are owned or aligned, by big retailers and if you remember when B dance was going to have to sell tick-tock, like it was a bunch of retailers lining up to to be involved in that transaction so yeah you know that, first party data that the Retailer's own is very valuable and you can expect they're going to look for multiple ways to monetize that you did tease one other takeaway from the. [33:55] The Q and A after the earnings were at least, was Andy they mentioned that that the rate of prime memberships is is now growing faster than pre-pandemic. Which that was a surprising bit of good news to me because I think they disclose their over 200 million Prime members now so you would. Assume like 60 percent of that's in the US that's pretty good saturation, in the US market you would expect the rate of growth to slow and then with all these macros and consumer confidence going down you would expect people to be cutting back on these. You know kind of optional subscription services and so you know apparently Jack Reacher and The Marvelous Miss maisel are good enough that that Prime is continuing to kill it. Scot: [34:47] Jack Reacher's Beyond good it was excellent. Jason: [34:50] Absolutely I saw a few people that said their new use for for Twitter is just proposed changes to propose plots for Jack Reacher season 2 so I think that was funny. Scot: [35:03] Cool and then with Wall Street it's always not what have you done for me today but what's the future look like and so all eyes were on Amazon's forward guidance which was kind of a this this quarter in Wall Street that kind of use this would you do this quarter and what's your projection and this would be a missing lower kind of quarter which is like, death quadrant of results so the forwarder forward guidance Wall Street had a consensus of 125 billion for the Top Line. In Amazon's range came in well below that their range was 116 to 121 which let's see it so 18 and a half kind of in the middle versus Wall Street was expecting 125 as kind of where they thought things would be and then gaap operating income Amazon said will be minus a billion to 3 billion positive and Wall Street had a consensus there of 6.7 billion so they basically took down the top line by a good seven, billion ish and then the midpoint of operating income by another 4 billion so this could begin I've mentioned Facebook kind of kitchen sink to it in the fourth quarter if if you're the CEO of Amazon and you're relatively new on the job. [36:25] This is a good time if you're going to have a bad quarter you might as well lower expectations and make the rest of your easy for you and I feel like there's a little bit of that in there but but again you know maybe they also they see all these things going on macro and it's also a good time to be really conservative on guidance because you don't want to you don't want to be the one cheery voice out there and then then miss it and and that that's cataclysmic in the Wall Street world. Jason: [36:50] No I think you're exactly right. Scot: [36:52] Yes so having done I don't know how many ways we've been doing this for so we've probably done 20 to 30 of these kinds of shows and this is you know this is except for that you know that. For as long as I've been watching Amazon except for those 08-09 years this is this is this is kind of a rough one so it's going to be interesting to see how the market reacts tomorrow after hours things were down about nine percent and you know this is a 1.5 trillion dollar market cap company and when it's down 10% that's 150 billion dollars so it's like, losing three shopify's kind of to put it in that context so it's interesting to see how the market reacts tomorrow and if it causes a broader concern Shopify hasn't reported yet we're going to talk a little bit about that and then yeah so yeah it's going to be interesting to see how Wall Street reacts has. Jason: [37:42] Indeed so what what other news did you want to talk about Scott. Scot: [37:46] Yeah well it is interesting thing about Shopify because in this world with the Apple privacy. You and I have talked a long time this may have to go back at my holiday predictions Shaka is in a really rough spot right now so they, so on one side many of their Merchants were using Facebook to advertise and that was really efficient so that's been cut off now there's been articles talking about how Facebook really wants closed-loop data they don't have it, so the best way to build it is to, need to have that close look data is for Facebook to build out a shopping platform there's a lot of talk about friction between Shopify and Facebook. You know if your Facebook buying Shopify just makes that easy but Shopify Toby at Shopify has kind of famously never wanted to sell the company and wants to stay independent. So you could see a day where Shopify is best partner Facebook becomes their biggest competitor so that's that's kind of an interesting thing so that's one, one attack front Shopify has kind of coming the other one is Amazon and you know I've talked on the podcast where for the longest time Shopify has been, poking the bear at Amazon and you know, I've been at this 27 years and anyone that has ever thumped Amazon on the nose has not really survive that and so so I think that's coming back to roost here because Amazon seems to have a lot of. [39:13] Programs targeted at you. [39:18] Taking the gmv back from from Shopify that's over there what are the ones I found most interesting is this idea of by with prime now a. You know skeptic would say Amazon's tried these buy things for a long time they've never worked what they've lacked in my opinion is as a merchant out there having a new payment thing you kind of famously have that NASCAR logo thing that you do and and you know it doesn't really move the needle at this point there's so many payment options and there's already by pay with Amazon, and this this program isn't there so I'm kind of reading the tea leaves here a little bit. But if I'm Amazon and I can go to a small Merchant and say all right if you add this by with Prime. We are also going to add you into the discovery side and exposure to all of our prime numbers that starts to get really interesting because now you're bringing me new customers and I think, I think that's where Amazon is going to go with this quote-unquote by with prime new thing and that. That is a perfect this is a perfect time to offer that because if you've your Shopify merchants and you're reeling because you've lost all this Facebook traffic. And then suddenly Amazon throws you a life preserver and you're going to take that life preserver even if Amazon is going to see some of your data and you know then it's really interesting because if your Shopify. Do you block that like do you stop your Merchants from taking this and it's a it's a bit of a gordian knot that they've put them in here that it's going to be interesting to watch. [40:46] One reaction to all this is we talked about it on the show last quarter Shopify announced they were going to spend a billion dollars to really beef up their delivery, and I kind of mocked that because the Amazon spin. Like 200 billion so so to think you're going to compete with Amazon and some material way with a billion dollars is kind of not serious they did acquire a company called deliver which has an extra are I don't know if how you say it deliver. And you know that's interesting but and I think they paid like three billion so they are starting to get pretty serious about this. [41:19] And I think they now see that Amazon is going to turn their Logistics Network on on them and leverage that side, the delivery side and the supply side the traffic side to hammer them the thing that makes me nervous about this these networks that are just built on existing 3pl infrastructures out there they're not going to really solve a lot of problems because, you know Amazon's got. 200-plus fulfillment centers and thousands of dsps doing last mile delivery and just building on existing old-school 3pl infrastructures even with a more friendly software isn't going to solve the same economic problem that Amazon is yes you may be able to get two day shipping, but it's going to be like $12 and Amazon's going to be at like three dollars at some point and they'll be able to offer that and they'll be able to Merchants and say the standards two days do you want to do this deliver Network you thing that shopify's doing for $12 or do you want to use our Network for three dollars and obviously you know. The choice is obvious in that room so I think it's really fascinating to watch these really big, Titans battling it out in a way that that is changing very rapidly and Amazon is really good using these these downdrafts to really Hammer a competitor and I think I think we're going to see this cure they're going to get, Shopify in a vice and I be interesting to see if shop of I can get out of that. Jason: [42:49] Yeah no I think your analysis is spot-on I do want to, clarify or clean up a couple of things the last I heard they they actually haven't closed the deal with deliver like so, you may have more recent information than me but I read like there a lot of reports that they're in talks and that there's like a, a two billion dollar price on the table but I don't think they actually announced the acquisition yet so maybe you might have you may have called it first. Scot: [43:18] It was just yet still rumors at this point I think they'll do it yeah I'm assuming they're going to do it. Jason: [43:23] So just for listeners that may not be quite as in the deliver is a 3pl so you know you there. Company you can hire to store your goods for you and ship them for you when you sell stuff and you know part of their value prop is they can, ship stuff from orders you get anywhere so you get orders on Walmart marketplace they'll ship them you get orders on Amazon they'll ship them. You get orders on your own Shopify special site they'll ship them and. [43:52] You know if Shopify serious about building out the logistics Network they need some jump starts off he's, 3pl so an acquisition would make sense but to put things in perspective the very best 3pls can kind of match Amazon service levels, and when they do they can be part of this program called, vendor fulfilled Prime which essentially means we're going to ship just as fast as if we were in Amazon's Network and so Amazon's going to you know offer Prime benefits for that shipment. Deliver is not a 3pl that has that status so, like when you talk about even if Shopify acquires them this it's not going to put them in a position to compete with Amazon I would say you're absolutely right like not only are they weigh smaller in scale, they don't have near you know they don't have the service level to even get Vineyard fulfilled Prime, and like almost all 3pls they're dependent on the traditional parcel carriers to deliver the package and they're the they're forced to pay the market rates for those deliveries and. [45:02] Amazon just has this huge Advantage from being able to deliver their own stuff so. Not saying it's not smart for Shopify to acquire some 3pls and I'm sure they'll be able to leverage them but that definitely is not going to make a fair fight with. With Amazon and then you were talking a little bit about Amazon's new offer but I'm not sure we said exactly what it is so last week Amazon announced this new service called by with, and what essentially it is is it's taking app Amazon pay and bundling it with. What Amazon would call fulfillment by Amazon. [45:43] And I think technically it would be FB am which is it fulfilled by Amazon merchants, um and so this is a program Amazon hasn't offered very often and doesn't offer widely where you put your goods in Amazon's fulfillment center and you and Amazon will ship goods for orders that didn't happen on Amazon. [46:05] So Ernie early you can only put Goods in Amazon's Warehouse to fulfill orders that happen on Amazon so if you sell something on Shopify. You have to store those goods somewhere else and you have to have kind of your inventory split but implied in this by with prime is they did this clever bundling of. Hey we'll let you fulfill orders that happen elsewhere so that could be on Facebook or on Instagram or Tik-Tok, or on Shopify and we'll bundle it with, um the Apple pay I'm sorry Amazon pay and we'll give you the badging so it essentially if there's a Prime member shopping on your website they'll see a thing saying hey get the same fast delivery you're used to you know same day delivery or next day or two day for free don't have to type any of your payment information don't have to pick any of your shipping addresses because we have all that it's a dramatically lower friction check out and it's, it's going to be super appealing for a bunch of sellers especially if you selling your own site and you sell on Amazon. It's going to be really appealing and it's kind of a deal with the devil because you are giving more data to Amazon and you are making Amazon a stronger potential competitor. [47:19] I think it's going to be hard for a lot of people to turn it down I think the only thing that makes it. I think it's a death blow to a lot of 3pls out there the only thing that I think makes it not completely devastating is that they will only it will only work for Prime members so. You couldn't for example launch your Shopify site and say by with prime is my only checkout flow. Because you wouldn't you wouldn't be able to sell anything to non-prime members so you still need an alternative solution for non Prime members but if. Amazon ever expanded this program like you know it that that would become. Super devastating to a lot of the 3pls and and folks that are looking to compete with Amazon in the space and I just. I think it's a super scary / clever way to both leverage that excess capacity that we just talked about and you know kind of. Um pull up the ladder behind you know after that after they kind of use their their fulfillment as a competitive advantage to, too kind of you know acquired 200 million Prime members now they make it way harder to compete with him bye-bye you know letting letting people use that service wherever they want to shop. Scot: [48:38] Yeah you had the one thing I'm still trying to get my arms around is I think deliver started building fulfillment centers and then they decided I think they have one or two and I think the rest of their Network ended up being a network and not ones that they own and operate so I don't think they really bring into the world to new delivery capability or capacity. Jason: [48:59] Ya know I as far as I'm aware they don't either so I think we. Yeah so I do think that's big news I think there's gonna be a lot of talk about it 11 kind of Niche use case but you know there's a lot of established brands that only sell through wholesale and they're all secretly figuring out how they sell. How they added direct-to-consumer component and in this this this offering is going to be right in all their wheelhouse right like if. If you're a big brand and you suddenly need to figure out how to you and you're used to shipping pallets to Walmart and you suddenly need to figure out how to fulfill each as and you. Party have a bunch of inventory at Amazon it's going to be super appealing they just say what use Amazon for. Scot: [49:42] Yeah and then you beat me to the punch and you read the shareholder annual letter I have not had a chance to read that with what was interesting in there. Jason: [49:50] Yeah well quick reminder for listeners Jeff Bezos wrote the shareholder letter every year, the 1997 when was particularly amazing and in fact Jeff agrees with me on that so, every year since then Kiri copies the the 1997 shareholder letter in it so this was a point of particular interest to me because this was the first shareholder letter written by someone other than Jeff Bezos, so Andy jassy in the new CEO and I think it very much follows the. The kind of pattern in the Cadence of the typical Amazon shareholder letters up to and including having the 1997 letter embedded in it at the bottom. [50:32] I wouldn't necessarily say there were any huge Revelations or or huge new takeaways. From from the letter like a lot of the letter talked about. Kind of the iterative nature of all of these successful Services than Amazon launched so they kind of painted the picture that like people imagine that. You know Kindle was just born as this amazing fully form business or ews was an amazing business, and he talked about how the first versions of all those Services were pretty mediocre right and he used this term that a few others have used. Minimum lovable product and he kind of Paints the picture about how they evolve like how they launch. Um AWS and it was very rarely useful because they couldn't offer both compute and storage which most people tend to need and storage was going to take another year and a half so they launch compute without storage. And then later added storage and then later added their own silicon and how each of those iterative steps made it a much more powerful offering until it reach today's Juggernaut and. Similar stories for Alexa and and Prime and a bunch of these other things so he was kind of painting this, this picture about how things iterate in the back of my mind I'm thinking. [51:54] My my Alexa is disagreeing with me the. In the back of my mind I'm thinking he's setting us up for some of his initial initiatives being kind of mediocre at first I don't know I don't know if that's, really where he's going but then he did kind of highlight the autonomous teams principle that we've talked about several times on this show he talked about how important it is to, expect and accept failure that you really you know can't be successful if you don't have some failures and well that sounds obvious I can't tell you how many times I've talked to, potential clients that you know said hey we want to do some crazy Innovation but we can't afford to fail. And that you know seems like a recipe for disaster so I do appreciate that advice and then this may be really nitzsche but he did he talked a little bit about there. [52:47] Their press release and their six-page narrative principle that they use and we've talked about this before like so you go to a meeting and you read The six-page Narrative for new idea and at the back of that narrative they have a press release, that is kind of written to paint a picture of the press release will be able to issue if this initiative is successful so it's kind of begin with the end in mind idea, and in this Cheryl the letter he also alluded to the they now make you write they frequently asked questions to go with that press release which I hadn't heard that before and I thought that was interesting so, so those are kind of. The the main recap of the the shareholder letter but you know if you haven't if you have a few moments I would definitely it's worth a quick read and checking it out. Scot: [53:32] Did he explain why they do the frequently Asked question. Jason: [53:35] He did not he just referenced it and maybe maybe one of my Amazonian friends will correct me but I feel like. Most of the the kind of external stories about that process have focused on the narrative and the press release and I just had never heard. The Q&A being part of the or the FAQ being part of that that package before so I just thought that was an interesting. Interesting tidbit. Scot: [54:03] Recall any other e-commerce news you want to cover. Jason: [54:08] You know there's always more stuff we could talk about but the good news is we always have more shows and it has happened again we've used up more than our lot of time for this episode so I think we should probably call it quits let everyone get off the exercise bike, hopefully you write us that that five star review and we'll pick up some of the other exciting industry news in the next show. Scot: [54:31] Thanks everyone and until next time... Jason: [54:34] Happy commercing!
Partner with General Contractors for Project Success Jacob S. Goldberg founded Goldberg General Contracting, Inc., (GGC), in 1987. Performing dual roles at the company, he serves as president, managing day-to-day operations; and as senior project manager, actively overseeing many of the firm's notable projects. From his formative years as a draftsman, to his work as […] The post EA454: Jake Goldberg – Partner with General Contractors for Project Success appeared first on EntreArchitect // Small Firm Entrepreneur Architects.