Podcasts about Good Times

The Hamm Planet Podcast Theme is  "Good Vibes // Great People // Glorious Stories" - So if you're into that vibe, get comfy and prepare for an absolute epic episode that will go down in history.ABOUT THE PODCASTThe goal of the Hamm Planet Podcast is to provide value and focus on the good in life. Nothing more, nothing less.During the podcast, we share our life experiences, reflect on unforgettable stories, dig deep, shoot the breeze, speak our mind, talk about what life has taught us, and most importantly - we have a good timeCONNECT WITH PETERYour support means the world to me.Show some love by connecting on the platforms listed belowSUBSCRIBE TO THE PODCAST ►https://bit.ly/PeterHammYoutubeHAMM PLANET INSTAGRAM ►https://bit.ly/HammPlanetPodcastInstaPROFESSIONAL PORTFOLIO: ►https://drum.io/peterhammFREE STOCK WEBULL SIGNUP LINK:► https://bit.ly/WEBULLSIGNUPLISTEN ON:APPLE PODCAST: https://bit.ly/HammPlanetPodcastApplePodcastSPOTIFY: https://bit.ly/SpotifyHammPlanetPodcastADD ME ON:PERSONAL INSTAGRAM: https://bit.ly/PeteHammInstagramPODCAST INSTAGRAM: https://bit.ly/HammPlanetPodcastInstagramFACEBOOK: https://bit.ly/HPPFacebookPageLINKEDIN: https://bit.ly/PeterHammLinkedinTWITTER: https://bit.ly/HammPlanetTwitterTIKTOK: https://bit.ly/HammPlanetTikTokIGTV: https://bit.ly/HammPlanetIGTV***PLEASE NOTE***The HAMM PLANET PODCAST is a significant break from the typical content viewers have come to expect from the channel & we could not be more proud and hyped to watch this show unfold, grow and flourish over the years. Please be advised that we will be exploring a wide variety of topics (some adult-themed) and our younger viewers (and their parents) should be advised that some topics will be for mature audiences only.The HAMM PLANET PODCAST is a show for entertainment purposes only.

Show from 10/8/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more. Guest:Corey Hoffstein – Co-Founder and Chief Investment Officer of Newfound Research. Co-author of a new paper called “Return Stacking.”For more on Newfound Research visit their website: https://www.thinknewfound.com/Follow him on Twitter: @choffsteinListen to his podcast here: https://blog.thinknewfound.com/podcast/Rodrigo Gordillo – President and Portfolio Manager at Resolve Asset Management. Co-author of the book “Adaptive: Asset Allocation, Dynamic Global Portfolios Profits in Good Times and Bad.” Co-author of a new paper called “Return Stacking.”Follow him on Twitter: @RodGordilloP For more on Resolve Asset Management visit their website: https://investresolve.com/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzDefinitions:CRB index: Commodity Research Bureau Index acts as a representative indicator of today's global commodity markets. It measures the aggregated price direction of various commodity sectors.CPI: Consumer Price Index is a measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. It is calculated by taking price changes for each item in the predetermined basket of goods and averaging them.PPI: Producer Price Index measures the average change over time in the selling prices received by domestic producers for their output. The prices included in the PPI are from the first commercial transaction for many products and some services.TIPS: Treasury Inflation Protected Securities.Derivative: a security whose value is determined by another asset.Sharpe ratio: Measure of risk-adjusted return. Higher values indicate greater return per unit of risk, specifically standard deviation, which is viewed as being desirable.Beta: A measure of the volatility of a security or a portfolio in comparison to a benchmark. In general, a beta less than 1 indicates that the investment is less volatile than the benchmark, while a beta more than 1 indicates that the investment is more volatile than the benchmark.Coupons: The annual interest rate stated on a bond when it's issued. The coupon is typically paid semiannually. This is also referred to as the “coupon rate” or “coupon percent rate.Basis point: 1/100th of 1 percent.Drawdown: Periods of sustained negative trends of return.Put option: an option to sell assets at an agreed price on or before a particular date. See acast.com/privacy for privacy and opt-out information.

Take a trip through the galaxy of good vibes with your host, Peter Hamm, and today's special guest, Mr. Taylor McGeezyThe Hamm Planet Podcast Theme is  "Good Vibes // Great People // Glorious Stories" - So if you're into that vibe, get comfy and prepare for an absolute epic episode that will go down in history.ABOUT THE PODCASTThe goal of the Hamm Planet Podcast is to provide value and focus on the good in life. Nothing more, nothing less.During the podcast, we share our life experiences, reflect on unforgettable stories, dig deep, shoot the breeze, speak our mind, talk about what life has taught us, and most importantly - we have a good timeCONNECT WITH PETERYour support means the world to me.Show some love by connecting on the platforms listed belowSUBSCRIBE TO THE PODCAST ►https://bit.ly/PeterHammYoutubeHAMM PLANET INSTAGRAM ►https://bit.ly/HammPlanetPodcastInstaPROFESSIONAL PORTFOLIO: ►https://drum.io/peterhammFREE STOCK WEBULL SIGNUP LINK:► https://bit.ly/WEBULLSIGNUPLISTEN ON:APPLE PODCAST: https://bit.ly/HammPlanetPodcastApplePodcastSPOTIFY: https://bit.ly/SpotifyHammPlanetPodcastADD ME ON:PERSONAL INSTAGRAM: https://bit.ly/PeteHammInstagramPODCAST INSTAGRAM: https://bit.ly/HammPlanetPodcastInstagramFACEBOOK: https://bit.ly/HPPFacebookPageLINKEDIN: https://bit.ly/PeterHammLinkedinTWITTER: https://bit.ly/HammPlanetTwitterTIKTOK: https://bit.ly/HammPlanetTikTokIGTV: https://bit.ly/HammPlanetIGTV***PLEASE NOTE***The HAMM PLANET PODCAST is a significant break from the typical content viewers have come to expect from the channel & we could not be more proud and hyped to watch this show unfold, grow and flourish over the years. Please be advised that we will be exploring a wide variety of topics (some adult-themed) and our younger viewers (and their parents) should be advised that some topics will be for mature audiences only.The HAMM PLANET PODCAST is a show for entertainment purposes only.

Today is a GREAT DAY to take a trip through the galaxy of good vibes with your host, Peter Hamm, and today's special guest, Mr. Justin SitjarThe Hamm Planet Podcast Theme is  "Good Vibes // Great People // Glorious Stories" - So if you're into that vibe, get comfy and prepare for an absolute epic episode that will go down in history.ABOUT THE PODCASTThe goal of the Hamm Planet Podcast is to provide value and focus on the good in life. Nothing more, nothing less.Each podcast will feature a different guest who is connected to Peter Hamm. During the podcast, we share our life experiences, reflect on unforgettable stories, dig deep, shoot the breeze, speak our mind, talk about what life has taught us, and most importantly - we have a damn good time. Enjoy.Yours Truly, Peter HammCONNECT WITH PETERYour support means the world to me.Show some love by connecting on the platforms listed belowSUBSCRIBE TO THE PODCAST ►https://bit.ly/PeterHammYoutubeADD HAMM PLANET PODCAST ON INSTAGRAM ►https://bit.ly/HammPlanetPodcastInstaPROFESSIONAL PORTFOLIO: ►https://drum.io/peterhammLISTEN ON:APPLE PODCAST: https://bit.ly/HammPlanetPodcastApplePodcastSPOTIFY: https://bit.ly/SpotifyHammPlanetPodcastADD ME ON:PERSONAL INSTAGRAM: https://bit.ly/PeteHammInstagramPODCAST INSTAGRAM: https://bit.ly/HammPlanetPodcastInstagramFACEBOOK: https://bit.ly/HPPFacebookPageLINKEDIN: https://bit.ly/PeterHammLinkedinTWITTER: https://bit.ly/HammPlanetTwitterTIKTOK: https://bit.ly/HammPlanetTikTokIGTV: https://bit.ly/HammPlanetIGTV***PLEASE NOTE***The HAMM PLANET PODCAST is a significant break from the typical content viewers have come to expect from the channel & we could not be more proud and hyped to watch this show unfold, grow and flourish over the years. Please be advised that we will be exploring a wide variety of topics (some adult-themed) and our younger viewers (and their parents) should be advised that some topics will be for mature audiences only.The HAMM PLANET PODCAST is a show for entertainment purposes only. 

Host Steve Silverman celebrates our 1st anniversary and you better be ready for a party as we dive into the good of our favorite moments over the last year. We'll explore and get a listen to never-before-heard moments from our shows - you know, that good cutting room floor stuff. And what party doesn't have good guests? We always have good guests, don't we? This episode is no exception: Our first three guests ever - PaSean Wilson-Ashley, Bret Gornik, and Faith Salie - from our first three shows ever - are back and they're each ready to give us a good catch up. So pop the champagne, put on your best dancing shoes, and let's celebrate the good that is a full year of WORLD GONE GOOD! What's the best present you can give us for our 1st anniversary? More GOOD people. Please SHARE, SUBSCRIBE, RATE & REVIEW us on whatever platform you listen on. The more you do, the more we spread the GOOD. And for that, we say, THANK YOU.

Pamela here! And I am overjoyed to be sharing Caroline's birth story this week on the podcast.

EP277- Holiday 2021 Preview Holiday 2021 will be one of the most uncertain holiday events in modern retail history. Major disruptions to the supply chain, the last mille, and to consumer behavior as a result of covid, will make this year extremely hard to predict and manage for brands and retailers. Will shipageddon 2.0 play out again this year? Will the supply chain become the supply pain? With Amazon and Target starting holiday deals early in October, and consumer still looking for scarce inventory late into January or even February, Holiday 2021 is likely to be 5 months long. In this episode we break down all the potential issues, and make some prediction about how it might all play out. 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. Episode 277 of the Jason & Scot show was recorded on Sunday October 3rd, 2021. Transcript Jason: [0:24] Welcome to the Jason and Scot show this is episode 277 being recorded on Sunday October third 2021 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:40] Hey Jason and welcome back Jason and Scot show listeners, Jason this is a really good time for listeners to pause because we're going to do a deep dive here so that means it can be a little bit of a longer episode. And leave us that five-star review this episode is going to be so good you can go ahead and pre leave us the five star review so we'll wait for second for you to come back. All right thanks for doing that that really helps us out as we get the word out about the show, Jason last year at and I went back and had a one of our many interns look at this and it was exactly this time last year I think was actually October 2nd recording this in October 3rd so it's a pretty darn close. We coined and we were doing our annual holiday preview and we both coined and predicted ship again and that is where we saw pretty early on I think before a lot of the rest of the folks in the industry that there was going to be both a surge in digital adoption due to covid plus the normal holiday increase from e-commerce and that that was going to more than absorb all of the available last-mile demand and that's the why we coined ship again and it happened and it was bad but we all survived and made it through and hopefully the folks listening to this show got in front of that both on their business and personal side. [1:58] Well this year we want to use this episode and do a deep dive into what that's going to look like this year and it's a more complex situation last year was pretty easy to lie to read those tea leaves because you know we were already pretty close to capacity before covid and it was kind of pretty easy prediction to say that we're going to far exceed the ability to deliver the packages. This year we have a lot to unpack for you spoiler alert it's going to be worse than last year much worse because not only is it that last little piece of the whole digital retail chain of events The Last Mile that's going to be a problem but it's all the other pieces leading into it that are going to be a problem something we call the supply chain but this year we are going to call it the supply pain so we're going to peel the onion on this and first we're going to look at the economic setup heading into holiday 21 then we're going to look at the global state of supply chain then we're going to look at some of the holiday trims that are kind of factors we think that are going to tie into this last some of the pontificate errs are out with their forecasts and we're going to go through those and kind of see what we think about those. Jason want it could suck kick it off with the economic setup coming into holiday 21. Jason: [3:15] Yeah awesome Scott so first of all let me start by saying on the macroeconomic picture most of the professional analysts that look at this. Are pretty uniform in feeling like the consumer is generally in a good place that the economy is in a pretty good place and they are all very bullish on the consumers ability to spend this holiday. And I say that because my own personal feeling is that there's a little more uncertainty cooked in there there certainly are some encouraging favorable things. And there's a few worrisome things and I think. What's going to become the theme for all of these sections we talked about today is there's a significant amount of uncertainty there's a lot of things that could swing either way and have a dramatic impact on holiday so. It is what it is but. Sort of giving you how I look at the macroeconomic situation the first thing we'll talk about is inflation and there's a bunch of ways to look at inflation but a simple one is there's this thing called the Consumer Price Index which kind of. Factors in how much of each good consumers purchase and how much prices are raising for that, and the the CPI is it about 5.25% right now so that's pretty significant we more expensive Goods that consumers are having to pay. And ordinarily that inflation can be problematic for the economy a couple of things to know though. [4:43] If you kind of look at the shape of that CPI it actually is going down a little bit from a peak in July and so possible we've seen the. Peak of inflation and it's starting to come back down. Inflation is a mixed bag for retailers and holiday because they get more money for everything they sell they tend to sell less stuff but make more on each in certain circumstances it can be more profitable. Um but you know the goods are costing more we've got this 5.25 percent inflation. We also though have a pretty significant increase in wages so people are getting paid more for their work, particularly low-income people, are getting paid more for work retailers and warehouses and all kinds of companies are having to raise their wages to compete for the for this labor force that's been hard to find right now and so, wages are going up and in general the analysts would call those two things Awash that that consumers. Are getting bigger paychecks and they're having to spend more on their necessities and that at the moment that's about Break Even so two interesting things to know. [5:52] A kind of predictor of future spending is this this huge survey that University of Michigan does every month the consumer confidence index. And when when we were kind of in the peak of recovery from the first wave of covid-19, that index was a leading indicator that said consumers were starting to feel good about the economy and it hit like it's this index it over a hundred today it's sitting at 71, which is the lowest point since January of 2019 it's not, like a historic low or anything like that that you know you go like oh it's way below normal, but it does appear that consumers are in general feeling less good about the economy than they were, um you know just a month or two ago now there's a bunch of political news out right now and there was fear of government shutdown that we've already averted and those kinds of things have a big impact on the consumer index oh. [6:49] Um I that consumer index doesn't have a perfect correlation with spending so I don't spend too much time thinking about it but just to know, that's a number that had been favorable and is kind of shrinking down. A big one we talk about is unemployment because people don't have jobs it's hard for them to spend on Goods obviously at the beginning of the pandemic we had a huge spike in unemployment, unemployment is actually pretty good right now we're at five point two percent. The kind of pre-pandemic average was about four so we're not all the way back to pre-pandemic average but that pre-pandemic. [7:22] Point was a historic low so historically 5.2 percent is pretty decent for unemployment. Um so like most most analysts would say that's a favorable indicator the two things to know there is, that's based on the people that are seeking jobs and not getting it there actually is a ton of people that kind of took themselves out of the workforce we. Fully understand where all those people went but a big chunk of those people were second incomes for household so like a lot of women. That like maybe don't have as good a help childcare as they had before or more school challenges or things and so they haven't gone back to the workforce and many of them are seeking work so they don't show up in the unemployment number so. Just be aware like household incomes are somewhat stressed because of that factor and then as we've talked about before on this show like as of July. People that make over $60,000 a year the unemployment is actually ten percent better than it was before the pandemic so they're doing great. And the low-income people that are making less than $30,000 a year their unemployment is still 21 percent lower than it was. The beginning of the pandemic so so a little bit of a bifurcated recovery on the jobs thing. [8:38] One of the reasons that we historically have that we had high unemployment was because there's all these rich benefits this enhanced unemployment benefits that people got that all expired last week. So if people were staying at home because they could make more and unemployment that that justification probably ended. The bad news is that ended in 26 States over two months ago and in general the data shows that people did not rush back to work when it ended. So there's not necessarily a reason to think a ton more people are going to rush back to work now that that it's ended everywhere but we'll have to see. Um the other macroeconomic things all these natural disasters are negative to the economy so you know when hurricane Ida takes a hundred billion dollars out of the economy that's a bummer. Um [9:25] Another hugely favorable one in the one that most of us are hanging our hats on that are looking for a good holiday is the savings rate and this is the most unprecedented recession of all times. Unemployment you know went way up at the peak of the pandemic but so did savings which has never happened before, and part of that was because we had all this stimulus money we were pouring into the economy but the savings rate normally hovers around 8% it shot up to 32 percent during the peak of the pandemic, it's way off of that Peak it's a nine point six which is still a little higher than it was before the pandemic and that. All that extra money that a lot of household socked away because they got the stimulus and they spent less during the the peak of the pandemic. [10:18] Arguably puts consumers in a good place to spend for this holiday the counter-argument would be all that stimulus. Is mostly over there still are you know very lumpy employment situation and a lot of that savings has dwindled, um so we'll see how it goes, um but then the last fact I'm going to throw up before I go at Scott get a word in edgewise is that the stock market has done phenomenally right and, we're way up from the pre-pandemic level and so the investor class and people that have you know as a meaningful portion of their wealth. Tied to the market. Did terrific right and so if there is economic uncertainty and instability in this economy it's bifurcated and it's the lower-income people that like do not have equity in the stock market. Um there were her but roll all that up and the the professional analysts feel like. Macroeconomic situation all to all in is pretty good and of course when rich people do well that help certain sectors of the economy quite a bit right and at the moment luxury and jewelry are doing phenomenally well for example so. That's kind of my snapshot of the macroeconomy Scott anything you'd violently disagree with or anything you pay particular attention to. Scot: [11:45] I think I think that's right I think you know there's a lot of folks that feel the inflation the CPI isn't the right inflation number it's kind of this old metric. This basket of goods and doesn't capture a lot of things you know there's, I follow a lot of the crypto people and, so there's been a huge wealth creation through crypto and that whole world which is kind of interesting and then you know there's there's a feeling that the FED has pumped so much cash into the system that is just sloshing around and kind of crazy ways which is why you saw that savings rate kind of go up as high as it did and you know they're they're talk track goes that that's why we're not seeing as much employment where folks have taken so those free free dollars and and you know. Done something with it so that they don't need a job now or they're going to be less likely to enter the workforce but I think at all. Yeah I would say I agree with the analysts on that it's going to be a pretty good holiday. [12:51] But I think the problem we'll get into that as I just don't think there's going to be a thing to buy so I don't not sure if it matters. Jason: [12:56] So step one American families probably have some money to spend okay so now as we've already alluded to the next challenges what is the supply chain look like and what could they spend it on and Scott what's your kind of read there. Scot: [13:13] Yes Supply chains from those things we always talk about but then you know in in your mind you have this kind of linkage these things linked together I remember as a kid when you would cut out the little construction paper strips and make the little chain to go around. The holiday tree there II reminds me of that and we kind of vaguely talk about it as this big, big thing and we want to really unpack it on this episode so as a summary you know there's when you make a product let's say it's one time in a million familiar with right now is a vehicle that which is one of the more complex products or even a. You're relatively simple product like an electronic toy or an apparel item or almost anything it's going to have first of all it. It's going to have component parts right so there's going to be some form of pieces that go into that I kind of mentally think of them as the Lego blocks that make up that item so if it's a cool trendy trench coat there's going to be obviously fabric buttons may be a variety of fabrics and things like that so there's generally it's hard to make any product without there being at least 10 inputs and then many times, thousands if not tens or hundreds of thousands as you get into like iPhones and vehicles and stuff like that. [14:33] So that's important to remember is each one of those component parts has a supply chain right and you can't make a widget until its component pieces are all there so what happens is we're seeing this really interesting and it's hard to know the root cause or theirs some of the economic stuff you talked about is part of it we're we're just having labor shortages that cause things but then you know we'll talk about some of this there's we import a lot of our goods from China and they're having all kinds of issues of their own there's covid related things non-covered related things but generally let's think about the supply chain and kind of the broad sense of you have typically the bulk of goods are made offshore some of them are are made on Shore but let's kind of assume in this example A lot of these products are coming from offshore or at least income the many of the components maybe there's some assembly in the US but at least the the components for a any widget are made offshore so that's number one so that has to be made in a factory somewhere and then shipped here so there's the port of origin so it leaves a port in a foreign land and then needs to come on its way to the United States for a consumer to buy it. That Journey can go a variety of different ways will to it can go by boat or air, the standard way that products are moved is through containers so you by everyone seemed these containers there's all these cool. [15:57] We just opened up here a restaurant container Village kind of a thing so you have those containers their specialized boats that carry these and and or you can put them on airplanes. So then they get on a boat let's say the bulk of products do go by boat there is some by are then they have to go over the sea and then they get to a destination port so there's you know there's two ports involved with every product that comes across in a container then it has to be unloaded from that boat you've probably seen these giant cranes somewhere. [16:29] Fun Star Wars fact those are the that's where George Lucas got the idea for at-ats he saw some of the cranes and one of the ports on the west coast and thought of what if you had a giant walking robots that look like that so those have to be unloaded and then typically you're going to put them on either so then when they get to the United States in one of the ports they're going to be offloaded onto either a truck and then part of the truck that's really critical in this is called a chassis so if you've ever seen you've probably driven by a million of these container trucks but if you take the container off that's the chassis part as you've got the front part of the truck, then you've got the chassis which holds the container and then the container sits squarely on there it's pretty clever if you think about how it's all been designed or that same container can be put over on rail so there are specialized railroad cars for carrying containers and then and then the product goes on its way then it makes it to a warehouse and then it goes to from that fulfillment center it gets distributed many times do a couple maybe from a big kind of inbound fulfillment center to some regionals to some locals and maybe even one step closer to kind of hyper local and then it gets into the last mile delivery part of the world so it gets onto the virtual shelves and then is sold and goes into that last month so [17:52] There's there's a lot that has to happen right in there and we're going to go through some of the things that are not working right now and you know like any any chain any. There's at least common denominator problem so all that can work great and if you don't have Last Mile Vehicles then you've got a problem or, the factories aren't making things fast enough then the whole chain is compressed and you've got this other set of problems and you know where we are now is almost every single part of that chain I just walked through is is kind of you know sport or in a bad situation right now and we'll take you through some examples. Jason let's start with factories what's going on there. Jason: [18:34] Yeah well a couple challenges with factories so obviously the we have the most factories in China and the good news with China is. Covid is mostly under control they definitely have had a. A spike from from Delta they almost had had down a zero before Delta. [18:55] Because of their their concerns about the the virus they have China has what's called the zero covid policy and what that means is. If they have a single case of covid they will they will shut down an entire business or. Even a sector of business so while there's not huge outbreaks of covid and factories right now. There have been a bunch of examples where only a few cases of covid showed up and that caused a factory to be closed for two weeks so there there have been some disruptions with the Chinese factories. But the bigger problem has been that it, from before and in the very beginning of covid a lot of manufacturing got Diversified and moved out of China right and so the second biggest manufacturer of apparel behind China right now is Vietnam. Vietnam has had a lot of trouble with Delta and about a third of the factories in Vietnam are shut down right now so a lot of the factories that make goods are not making as many Goods either because. [19:56] They don't have very good access to vaccines and they're having covid problems or they have really rigid government policies like China. And then forecasting a future problem that's a huge Debbie Downer, is China is actually experiencing a real energy crisis right now and China always has to kind of, ration electricity and they give quotas at the beginning of every year to these factories and factories often have to shut down because they exceed their quotas. Well this year like they have less. [20:31] Energy capacity in China for a variety of reasons in the cost of coal has gone way up. Um there's there's fixed pricing for for energy in China and said the producers can't charge you more even though the cold cost more and so they have less incentive to make it which means there's less energy and so there's a lot of fear that there's going to be a ton more slowdowns of Chinese factories because of this looming energy crisis so all of those things. Our kind of conspiring to make like the amount of product available from the factories like. Significantly inconsistent and hard to. Scot: [21:12] And then say the call thing and because I have read a couple articles on this and I haven't under Center so they're in an attempt to be green they've lowered the price of coal so cold manufacturers have stopped making goals that. Jason: [21:26] So I think that's what the the green thing has a significant impact here but the the communist country they set the the. It's a. [21:37] The energy industry is a tightly regulated industry and so the prices are fixed so that so the government decides the beginning of the year what the price of electricity is going to be. [21:47] So then these factories are only allowed to charge that price or plus or minus 10% of that price, and coal is four hundred percent more expensive so a lot of factories don't want a lot of power plants don't want to make energy electricity from coal right now because they can't do it profitably, they don't have permission from the government to charge for hundred percent for their electricity but they're having to pay 400 percent for their coal so. There is less production because of that it is also absolutely true that China has some, zero emissions by wants a 2060 things and they have concrete milestones in place every year and so even before cover that constrain how much electricity they were going to be able to make this year with current production means. And it meant that factories had a quota, um and and often that means Factories do periodically shut down when they use up their quota factories are rushing to get more efficient so they're all its, it's like everything it creates all these Downstream effects whatever equipment you use to make your stuff there's probably a more energy efficient version of that equipment that you now want to buy. But it's hard to get your hands on so all the factories are competing for the more energy-efficient versions of all this this materials, but the it's likely that more factories are going to be shut down for longer this year than ever before because of energy shortages. Scot: [23:14] And I saw an interesting graphic I forget I think is there Bloomberg or Wall Street Journal where the government then said well if you're going to shut down energy they created these zones and they put like a lot of that Apple manufacturing plants in The Greener zones that we get more power but then they neglected a lot of the input parts so. But the factories that can make the iPhone 13 or operating but they're sitting there idle because the the red zones that aren't getting a lot of power or only able to run like half a shift are. Jason: [23:44] Per your point like even if the Lego factories allowed to make Lego castles if they're not allowed to make red blocks. It's tough to make a lot of weight so castles so that that is yeah. It's a mess and then to give you an idea how cute it is normally they only shut down the the industrial areas there's so much constrained energy now that they're starting to shut down residential areas so people are. Are like having their power in their residences turned off as well. Scot: [24:14] Interesting and then I've been tracking ports here in the US very closely but what are you seeing at ports of origin in other countries. Jason: [24:24] Well this is one we're very publicly this zero covid policy that China has instituted has come into play. So that that all the biggest ports in the world are in China the third largest port in the world is divided into four terminals one of the four terminals was just shut down for two weeks because of a single. Positive test of covid and so that again to the extent that the factories are making stuff and they need to load up all those containers, um if they have to stop loading for 2 weeks that that creates a real lumpiness in the in the supply chain and that is a particularly hard thing to predict right like if you're just saying like oh man of. Factory you know has a bunch of sick workers it's going to shut down you can kind of watch that and see it coming but what you can't see coming is, you know a very small number of cases having a very material impact on the supply chain like these these ports that are shutting down and so the. The those impacts are sort of outsized on the supply chain at the moment. Scot: [25:34] Yeah and then so so now we've got our products you know, if they can make it through this Gauntlet that we've already laid out they're going to get on a boat and they are going to go get packed into a container and there's a fun if you're a business you're trying to get as much of this product into a container as possible because it's pretty much all you can eat once you once you buy a container there's fractional containers whatnot and because of there's a shortage in containers and then the cost to send these containers has gone way up so right now as we record this the cost there's actually an index you can look at this so if you were will put a link to show notes but if you Google Freight Fredo's fre IG HT o s index there's an index that tracks this and we have hit a record of 20500 86 average dollars to send a container and that's twice what it was in July of this year and that was twice of what it was in January so we effectively you know in July it was about ten thousand dollars and in January as about five thousand dollars now another interesting Factor here is depending on how many units you put in a container you divide that that unit cost right so if you're putting I'll keep the math easy a thousand units in one of these containers which would be something relatively big you're going to you know you just added effectively another. Yeah. [26:57] Let's see I should have smelled your $15 to the product just in kind of Landing cost with this with this increase so whatever your cost is on a per unit it's gone up effectively 4X since January so that's a factor to consider. [27:15] And what I'm what I'm hearing from people on the ground is you'll go bid and you kind of get get in front of this number right now so you're actually out there bidding today 30,000 to get a container and then you think you'll have one and then they'll say oh you know we need to re-evaluate that because they can the shipping company I'm talking to is now saying is 33,000 so there's this like running auction to get. Space on these boats that are coming over because of some of the rest of the supply chain that will talk about so. [27:46] So how about are so that's that's what it looks like by boat what are you seeing on the air side. Jason: [27:51] Yeah and obviously the most cost-effective way to get all this stuff here is via boat so you'd prefer to do that but when the boats aren't available or if you you need stuff considerably faster like a, in Good Times it takes about about 40 days to move a container from China to the west coast of the US so. Some Goods do come via air and little known fact 50% of Air Freight that comes into the u.s. comes on the bottom of, passenger airplanes right so it's not it's not FedEx and UPS planes flying from China to the US cargo planes it's, it's the bottom of these passenger planes and guess what is not happening right now is. International so there's just way less flights and said there's way less capacity for this Air Freight and so both, because there's more demand for Air Freight because of all the problems with the ocean Freight and because there's less Supply that the air option has you know been dramatically diminished from where it would normally be. Scot: [28:56] Yep so then so then you decide okay well I've got to put on a boat you do that you wait your 40 days and then what you find out is your delayed for a very long time because the heart problem is the u.s. ports are all pretty much maxed out so we've kind of done this very big under-investing in our ports so one of our our biggest one is in Los Angeles at Long Beach and then we have Savannah New York New Jersey and then there's a lot of secondary and tertiary ports but those are the big ones and there's another index that Bloomberg, puts out which is effectively the number of boats that are anchored offshore and you know what you want to you never want to Anchor these things because effectively they're just sitting there all that product just sitting there you know. Doing nothing waiting and the reason the reason why they're sitting there is the ports are they can't unload the products fast enough. [29:55] There's a million reasons why we'll talk about that in a second but this just actually ticked up over there's over 40 boats, and this is interesting I've read a data point this has 74 Los Angeles and 40 I think there's 40 anchored in 30 actively kind of being done there's these Maps if you look at my Twitter feed I just tweeted one to just show you know the port and the congestion there's just all these boats just sitting there waiting to come on shore I have a friend that lives in LA and they can just as they drive around they can just see the boats out there just fact it's very unusual time frame. Jason: [30:30] One of the supply chain guys I work with suggested that we should start a new company Uber barge where we deliver like In and Out Burgers to all these boats that are stuck offshore. Scot: [30:39] Someone someone tried to actually get a helicopter to go out one to get their container often. You can't do that because if you've ever seen these things are stacked like 50 deeper someone is crazy you can't just say I really need that one right there so this this index just ticked over 70 for the first time ever since has been created which is just just crazy. [31:00] And so why is it taking so long to offload the boats well we have under invested in these things and then we have this discontinued problem with the supply chain. Number one there's not enough people to I think it's longshoreman there's a lot of these Union type jobs that you hear about that do this so there's a longshoreman or the ones that offload products for a long time due to covid they were only running like half the number of shifts that used to so they have actually spun that up, they're running more shifts but now there's a shortage of chassis and then because of that. [31:37] You know if you don't have chassis you can still off load the boat but now you have to put it into kind of medium term or short term storage and then all that is full so there's not enough chassis there's not enough truck drivers if there is chassis and then if there's not chassis all the storage is full and then, the one when a product comes off the boat at the Port it can either go by truck or rail the whole rail system is all jammed up as well the this is interesting I read this one article that. Near you in the Joliet train yard which is one of the biggest ones in middle of the country they're so jammed up they have over 8,000 containers stacked there waiting for more training capacity and then some some days the trains are backed up for 25 miles waiting as they're loading these containers on there to try to do this, normal turnaround for a chassis to go at a port to deliver something to where it's going and come back is three and a half days due to all these various shortages that is extended out to 17 days so that's pretty crazy. A big factor in this port jam up is also the shortage of drivers and I call them CDL Drivers which is a commercial driver's license. [32:49] To drive one of these 18-wheelers that's going to carry a container you have to have a you know a certification for a certain type of vehicle there's It's relatively, no time-consuming to go get the certification and the number of drivers that have this is actually decreasing over time as they age out and enough people are coming into the profession so I read one article and this was by one of the one of the professional groups of CDL drivers that there's about 240,000 shortfall of CDL Drivers compared, kind of where the demand is there's about you call it to and 50,000 fewer drivers than they need so we're seeing you know I think I can remember was you or someone but Amazon and Walmart are ineffectively gunfighter these people where they're charged their they're paying crazy signing bonuses and hourly rates and salaries for any kind of truck drivers and so because they're the biggest. Employers of these things they tend to have the better economics and its really starving out other parts of the market as they absorb all the available CDL drivers. Jason: [33:57] Yeah that Walmart's paying a hundred and for a new driver $160,000 a year and eight thousand dollar signing bonus. Scot: [34:04] Yeah yes it's not uncommon uncommon thing to see out there it's pretty crazy, so that's what's going on at the ports it is a hot mess on this side as well so even if you are fortunate enough to get your product here to the US then you know you're looking at probably an extra 40 days I think is kind of you know what everyone's saying right now and that's average it can take a lot longer the LA Port is so jammed up that people are are they're rerouting you know rerouting boats across the sand getting them to other other ports but there are no like there's one in Georgia and it's the Savannah one and it's getting backed up I just saw they authorized building this this kind of effectively opening up a big giant parking area to put containers and that's going to give them some more storage capacity but you know where if you add up those, here we are you know in October and you start adding these things together the the holidays pretty much baked at this point right there's you maybe have 15 to 20 days of window here for stuff you already ordered. 80 days ago to kind of get here but none of this stuff is going to get fixed fast that's going to be part of the problem. Jason: [35:17] Yeah yeah if you follow the earning calls like Nike for example like dramatically lowered their guidance and they said Hey look it's it's cost four times as much to get a container of shoes here and the container takes twice as long to get here, and so we're just not going to have the supply to hit our original guidance and and Nikes better this than a lot of other people so it's a. [35:41] Pretty prominent problem and then there's all these secondary impacts right so you mentioned the math of the container right like you'd like to fill up that 40-foot container with Goods if your goods only take up 90%. Ordinarily you'd put someone else's Goods in the last 10% to try to make it more. Cost effective and efficient and share those costs but when the unloading is so gummed up what you don't want to do is have a secondary process where that container comes off the boat has to get re packed your stuff goes One Way their stuff goes another way, so people are actually shipping containers less full than they normally would which is entirely counterintuitive for what you would expect. The boats are all slowing down because they can use less gas to come here and 80 days then to come here in 40 days because there's no place to unload them. Um and the the supply chain guys I'm like we've been helping a lot of retailers hire truckers lately and they kind of summarize it real simply like the average commercial truck driver was 55 years old with multiple comorbidities a bunch of them. Retired and all the trucking schools that can teach people to get these licenses shut down for covid so there were no new licenses being issued for like. [36:54] Year and so there's just this this huge acute problem. And then you know without those truck drivers with the train problems and Barge problems of your on the Mississippi there's just like no place to move all those goods. You mentioned people are moving the boats from from some ports to secondary ports. That helps somewhat but the biggest cargo ships can't even fit in these ports right so I Long Beach the one of the most advanced Sports we have certainly the most advanced on the West Coast, um [37:27] Can't take the two biggest class of ships it can only take the third biggest class of ships and then as soon as you divert that ship to Portland instead of Long Beach. The the that class of ships won't won't fit there and so like there's there's a limited option to just move the stuff around so we're just we're gummed up like never before and most scary of all Gap and their earnings call kind of said like Hey we're loading our guidance and we're going to very lumpy inventory and we don't see any alleviation of these inventory challenges until at least 2020 3. Scot: [38:06] Yeah in the Auto World we're having a huge problem here where there's a chip shortage and then. [38:14] Another problem is you spend down these factories they don't just get spun back up because all the component parts are you know they stop ordering them and then those factories and everything so so even as chips are starting to come in a lot of vehicles can't be made because there's some other component that now is stuck in one of these containers that that were talking about I read this other interesting article where Coca-Cola has several of their bottling facilities that are down waiting on replacement parts so they went and basically least 20 or 40 bulk ships they didn't even worry about getting containers and they just jumped onto those ships the pieces they need to make their factories work and and are bring him over in this kind of crazy never done before way for a big company. Jason: [38:58] Yeah and I guess that that's one last point on this supply chain thing. It definitely is favoring the biggest players in every industry right so if you're the you know the biggest receivers of goods in the US. You're still being impacted by all of this but you're first in line for what capacity does exist and you you mentioned the games that the Brokers are playing with the price of containers that's going to happen a lot more to the independent shipper than it is the you know number one or number two shipper for that port and so. Well this this is a pain for every retailer in America it's going to be less painful to Walmart and Amazon then it's going to be to the, the medium-sized specialty retailer for. [39:49] And I was just going to point out I think you saw this as well as got but like Salesforce kind of put together a holiday forecast and they looked at all these supply chain problems and they're estimating, that this is going to add about 233 billion dollars in extra supply chain cost to holiday sales for the US so that's. Going to come like straight out of margins basically or or drive more inflation. Scot: [40:13] Yeah that's for the products to get here there's this another side of that equation where which is the opportunity cost right because you know. There's not gonna be a lot of exciting merchandise on the Shelf so we're what's opportunity cost of that we'll have to kind of. We'll get to that I guess we talked about forecast so what what holiday behaviors are feeding into this. Jason: [40:34] Yeah so tricky this one is there wild swings both ways right so you think if you remember at the beginning of covid there. Fundamental changes that happen people spend a lot less on travel they spend a lot less on restaurants they spend a lot more on their homes and they spent a lot more grocery stores right and so then as, people got more comfortable as people start getting vaccinated as infection rates are going down we started seeing all those things swing back right and you started seeing, a lot more bookings that are being be you saw a lot more Airline reservations you saw a lot more traffic coming to stores and you certainly saw a lot more people going back to restaurants. Then Delta hit. And we saw a dip again and people started returning to the the the kind of earlier covid behaviors not as dramatically as the first wave. [41:25] You kind of had a second wave and so predicting which of those, behaviors are going to be at the at the peak for holiday is really hard right now so retailers are looking at consumer sentiment and Doug mcmillon in his investor call he's like hey. Our consumer has told a strongly they want to have a normal holiday that they want to sit down with their family and have a meal, they want to travel they want to do the normal things and there's a strong desire and that if it is remotely safe they will do it and Doug's I kind of under his breath comment was. [42:05] Even if it's not safe they're probably going to do it right so, his viewing is there's there's so much fatigue in all of these like covid change behaviors that were going to see a significant return, you know closer to pre covid behaviors but you know we are we are seeing some signs go the other way, in the u.s. store traffic never fully recovered we are still down about ten percent versus pretty covid levels in China store traffic totally recovered and then Delta hit and store traffic drop back down, 30% below pre-pandemic levels and so since China has historically been about 4 months ahead of us. That that would predict that we're going to see another drop in. Um store traffic which again doesn't mean people won't spend it means they're going to buy more online instead of in store and that exacerbates all of The Last Mile problems that we talked about last year and we're going to talk about it. [43:09] Again this year so it's really risky to predict. What's going to happen with the coded behaviors people were starting to buy a lot of clothes again after having not buying clothes in here and now the closed sales are slowing down and then we talked about. Apparel is one of the categories most impacted by all these supply chain issues so there just may not be close to buy and so really hard to predict that stuff. Um but what I can tell you is retailers now have a couple of reasons to desperately get you to shop earlier right one reason is they're not going to have very much stuff and they don't want to be the Grinch that caused you to miss Christmas so they desperately want you to come in early, and give yourself the best chance to get the stuff you want so, the every retailer is more loudly than ever before trying to incentivise and entice customers to shop early. [44:03] Also if this ends up being another digital Christmas where people shop a lot more online than they do in stores, we have a huge problem with the last mile we don't have enough capacity in FedEx ups and u.s. post office to deliver twice as many packages over holiday, and so we need to spread that those those orders out over more days and so for all of those reasons we're seeing retailers start their sales earlier than ever so. To kind of paint you a promotional picture Amazon Prime day normally is in summer it historically celebrated Amazon's birthday which is in July. So then the pandemic kids they can't have a July sale so they have an October sale and it went really well. So this year they went back to Summer but they went to earlier summer they had the sale in June and a lot of us think they did it earlier in June for one of two reasons either they hate their own C fo and wanted him to have to talk. On earnings calls about the sale being in a different quarter every year for the last three years or. They were having a sale earlier to make room for a second big sale they intend to have this year during holiday to kind of repeat the success of. [45:11] Of holiday Prime Day last year and we haven't seen any all the announcements yet but Amazon has already announced a 30 day. Beauty and personal care sale starting in October of this year Target match that and said hey we're going to start our deal days in October, and we're price-matching for the whole holiday so if if you don't believe us and you think we're just making a joke about these early sales and you think there's going to be better sales waiter know if you buy it early will guarantee you, that will match any lower prices that you see anywhere for the rest of holiday so targets leaning heavily into that. And we think most retailers are going to launch their sales. Earlier than ever before to try to pull in these these early Shoppers because of all the supply chain and inflation issues. The sales aren't going to be as good as they usually are like that what used to be 40 percent off is going to be 25% off but what deals they do have are going to be earlier in the year to try to drive those, those sales earlier. [46:21] And people aren't going to get everything they want they're going to be limited inventory and so what's going to happen people are going to get more gift cards people are going to celebrate the holiday later and we're going to sell more stuff in January January is always a good holiday month anyway but January is going to be disproportionately large this year because of the lumpy supply chain think so, if you think of holiday as generally like being a strong peak in October between that that the kind of turkey five, this holiday more than ever before that spending starting in October and is going to last all the way through January. Scot: [46:58] And then as we get to the last mile we're definitely have another ship again so we've got we haven't increased our capacity hardly any because you can't really buy Vans and the everyone's renting Vans and there's just this fixed number of biliary vehicles and if we're going to have this Less store traffic even more e-commerce than last year even if you throw you know maybe. [47:23] Low middle digit low single digits on there like five or 7% or something well we effectively had 98, we can only deliver like 97% of the packages last year so it's going to make it a now will only be a little deliver maybe 90% of the packages so it's going to be really tough delivery, set up coming into the holiday. Jason: [47:46] I think the like some data points I saw the that are alarming like so number one. All the Fulfillment centers have an average turnover rate of like four hundred percent a year right so they're having a hard time hiring people and keeping people. FedEx in their earnings call said that like we just can't staff some of our distribution hubs so we're having to reroute packages in a less efficient manner, because for example we only have sixty percent of our labor force in our Portland Hub right so ordinarily they would try to, be at a hundred and twenty percent of their labor in these hubs for holiday with all this seasonal labor and this year. [48:24] They can't even fulfill all the permanent jobs they have so there's not going to be a seasonal Flex. For the main carriers you know the Retailer's do a lot of seasonal hiring for stores but they're prioritizing the seasonal hiring for their fulfillment centers over the stores because they're so. Worried about enough labor to fulfill all these packages and then you know when when FedEx and UPS have less capacity. What do they do they smartly charge more for it so we've seen gas surcharges we've seen holiday surcharges and and they're now announcing their rate hikes for January and FedEx announced the largest rate hike they've had in the last ten years so on average, it's almost six percent as 5.9 percent rate hike it varies wildly depending on the class of service so some kinds of shippers are going to get hit much harder. Um and just like last year all of the the big shippers have a quota and they're not going to be allowed to ship more more packages. The maybe one silver lining in this is that. Because readers are likely to be more successful in spreading the demand out this year than last year that's going to help a little bit and. [49:37] As a as challenges everyone's going to be with the capacity last year there were political challenges that that particularly got the US Post Office sideways which is a big part of this whole chain. And they don't anticipate that that will be as bad this year and so there is absolutely going to be ship again in 2.0 this year with the, the The Last Mile but the most of the analysts I'm talking to are saying the first mile is going to be so disrupted this year that the last mile is going to seem. Less severe in comparison whereas last year the the holiday challenges were all about the last mile. Scot: [50:16] Yeah and you know the double-edged sword of there not being enough product is maybe there just won't be enough product and it won't you should be getting but if whatever there is is going to get jammed up I think. Jason: [50:29] Yeah so that's a great transition to so like that's a lot of Doom and Gloom what's going to happen for Holiday should we all be shorting the retail stocks like what's. What's going to happen. And spoiler alert I don't know well we'll talk a little bit about our educated guesses but maybe before we do we can walk through some of the the forecast from the the brave souls that have been willing to share their holiday forecast. Scot: [50:56] Yeah the one the one I saw was from Salesforce and they, they say that e-commerce is going to be up 7% versus kind of that huge surge last year which was like you know fifty percent so they're coming in kind of with a moderate 7% growth which which is done yeah I think that would be the probably the slowest e-commerce growth since 2008-2009 yeah. Jason: [51:24] 2008. Scot: [51:26] Yeah that's that's the one I was tracking and you know when I read through the bullet points it made sense they're definitely putting a pretty wet blanket on things due to the this kind of quote-unquote Supply pain. Jason: [51:38] Yeah and it is tricky so they were the only one I've seen that's done an e-commerce forecast right and I would say that's the most uncertain because. Of we just don't know whether people are going to go back to stores or whether they're going to be worried about health and ordering online when they start having constrained. Um supplies is that gonna. Push them to online more because they can hunt more places or is that going to entice them to go to the store because they can use their eyes to see the inventory for themselves like there's, there's a lot of variability in that e-commerce number but I would remind people even as low as 7 percent sounds its. 7% on top of the huge bases from last year right so it's it's that's not a decline in e-commerce by any means that's a slowing of the increase just as a reminder for. People. But then I did see several like of the other the kind of traditional Consultants put together an overall holiday forecast right so beIN predicted that they were going to they thought holiday was going to be up seven percent from last year. [52:45] Deloitte said that they thought holiday was going to be up between seven and nine percent from last year. And MasterCard said they think holidays going to be up 7.4 percent from last year so. To put all three of those numbers in context those are all huge numbers. Um last year was the best holiday year in 10 years and sales were up 10% but the average is about 6% so saying we're going to grow if. You know these three things kind of all averaged out to about seven percent growth if we're here we go. If all holiday store an e-commerce gross 7% on top of the ten percent from last year, that's a phenomenal holiday and so that says, that these guys are pretty confident that the consumer is going to spend even if they can't find exactly what they want right that the supply chain is going to be painful but that the all the macroeconomic stuff we talked about at the beginning is going to win out and consumers are going to spend a lot of money this holiday I. [53:49] I want to believe this I'm going to be pleasantly surprised if it plays out like that right and my um, the the one caveat I'll say is that us retail is incredibly Diversified right and so for every category that's going to get shellacked by the supply chain or by changes in covid behaviors. Some other category is going to benefit right and so. It is true that the holiday could absolutely hit these numbers like I'll remind people that cars are 25 percent of retail sales gas is another huge chunk of retail sales. Some of these forecasts have those things in some don't some of these forecasts are for November and December some are for November December and January like everybody has a different definition of retail and a different definition of holiday so, you can't really apples-to-apples any of these but I pulled all the US Department of Commerce data and again last year November through January 10 percent growth, average of the last ten 10 years is about 6% growth so 7% growth is a. A terrific number and. I don't know I could see it happening if it happens it's going to be because there was a we had the most Monster January ever because I just don't think there's going to be enough Goods on the Shelf in November and December to do. Scot: [55:17] Yeah I'll take a so I think the winners are going to be the companies that have the most power and smartest supply chain operators so I think Walmart and Amazon. Maybe Target I don't know them as well do they have a you think they feel like they have a pretty dialed in. Jason: [55:33] They Walmart and Target both in their earnings said like look our inventory isn't going to be isn't where we want it it's not going to be where we want it but we we in general are feeling good and neither one lowered its guidance for holiday in their last earnings call so they both felt that they were going to weather the storm but you know below that you go look at like a Bed Bath and Beyond and they're like look there's no way we can hit our numbers with the supply we're gonna get. Scot: [56:00] Will they miss this quarter and if you miss this quarter you're just going to get worse the next quarter Seth. Jason: [56:04] Exactly exactly. Scot: [56:06] It's a poop storm now and it's gonna be a bloodbath and in 90 days yes I think I think if I kind of do the calculus on that I think those three guys win I think everyone else is net negative and. You know I don't think those three are big enough let's say they represent Amazon's kind of half of e-commerce only think about e-commerce the rest of retail is. That's your bailiwick yeah Amazon's half, yeah I could see it being flat to down five percent because. Amazon Walmart and Target doing decent isn't it be enough for to make up for the whole that it's created there so yeah so that's kind of, where I see it it's going to be the big get bigger and stronger and because they you know they have Prime, they have more technologies that this has been on their radar longer they have more containers they have more trucks they have more dollars to spend on solving these problems they're going to be the winners so that's going to be you know it is going to be I think a bad year for the small medium sized business the incumbent brands that are just getting their legs under them and you know having to kind of have a Miss effectively miss a holiday because you couldn't get a bunch of product it's going to be be a rough rough year for everybody. Jason: [57:25] Yeah no I in a way it's going to be the exact opposite of last year when covid first hit nobody obviously had Advance warning or was prepared for this and so a secondary impact was a bunch of eCommerce sites that didn't traditionally get a lot of consumer visits, got a lot of Trials because Amazon constrained FBA in Amazon head supply chain problems right and so suddenly you were looking to get your instant pot from Bed Bath & Beyond suddenly a bunch of people are looking to see what eBay had, that hasn't shopped eBay in five or ten years right so a lot of those kind of second-tier eCommerce sites got extra visits as people were. Trying new address the supply chain shortages this year I think we're going to have exactly the opposite there's going to be a ton of supply chain shortages there's going to be a lot of, news stories every day about supply chain shortages and the big players with the best infrastructure in the most advanced supply chain planning, like the Amazons and Walmarts of the world and and targets, are going to be the winners and it's going to be a lot harder for those specialty retailers and Regional retailers to compete unfortunately. Scot: [58:41] Yeah I think that that is the setup and we will continue so that hopefully that gives everyone an idea of the big talk in the industry and you were just at an industry event is this what everyone was talking about Jason. Jason: [58:55] Yeah yeah slightly less than I would have expected I mean it was a huge topic everyone understands the supply chain thing. I do think it was the first conversation a lot of you know customer experience folks and people that you know we're kind of had their head down in their own in their own Silo you know we're suddenly getting their eyes open to the fact that like. Yeah your customer experience is going to stink at there's no products on the. Scot: [59:20] Mix the CX person's job a lot easier they just you know just take the holiday off. Jason: [59:26] Yeah and so you know it is interesting though again like. [59:31] You know we may we may hit the top line numbers and it may be from a lot less items that sold more expensively. The you know category there's going to be winning and losing categories by far and again because of the consumer health and the supply chain issues, the supply chain for diamonds is looking a lot better than the supply chain for Budget shoes and so you know you just may see what jury where you know you say you sell a few things for a while, do better you know where there's extra scarcity then you know some of these low-margin high-volume consumer goods and so I think. [1:00:08] My key takeaways for everyone is it's going to be a very lumpy like the averages will be interesting we should all follow them but but every. Um retailer and every category is going to experience a very different holiday and there just is more uncertainty than there has been in the last 30 years of retail so like for anyone, to definitively say this is how it is going to play out I think is super risky because there's so many things that could go either way at this point, will consumers you know by another toy when they can't get their first choice will consumers go to a restaurant you know or not will consumers take a vacation or not. You know all of these these will they pay 5% more for something or not like there's just so much uncertainty that you know this is going to be. Holiday that really rewards people that do good scenario planning and are prepared for any eventuality. Scot: [1:01:06] Absolutely and we will keep you posted here on the Jason Scott show but hopefully this gives everyone kind of a framework to work within and we'll be updating various components of the supply pain as we get closer to Holiday. Jason: [1:01:22] And until next week happy commercing!

when we deal with Good Times and Bad Times we tend to focus on the bad times. How can we overcome the hurt inside of us. What can you do to face the fear, the hurt we have inside of us. Who do you reach out to when your in need of help?Allow us to pray together and let all of us heal...and hear Gods voice...Continued Prayers for Steven Nicoli's family as the celebrate his life. Rest in Peace my friend.Have Faith Let it Begin.... any prayer request email me: angel@havefaithletitbegin.comWebsite: https://havefaithletitbegin.com/Youtube: https://www.youtube.com/channel/UC7QziAoxWccLMOezEFS8XlgTwitter: https://twitter.com/HaveFaithlibFacebook: https://www.facebook.com/HFLIB1978Mailing address P.O.Box 147 Walden NY 12586Special Thanks to all those who support Have Faith Let it BeginSpecial Thanks to Music Radio Creative: Voice Andrew Special Thanks to https://musicradiocreative.com/ for voice over Check out a Podcast that I am happy to Produce/Co-Host with Dr. Tom EanelliTHE CROC Podcast Sunday's at 9am!Also Check out my good Friend Matt H. Podcast Nothing to Something

Steve Barratt joins Adzy in the shedquarters for a Cheeky Monkey beer and a couple of hours of good old story telling. From the East Coast to the West, Steve has lived an incredible life and has many a tale to tell. Enjoy!

Former 212 Pro Bodybuilder Jose Raymond makes his predictions for the 2021 Mr. Olympia contest in the 212 Bodybuilding and Classic Physique divisions in Part 2 of his interview with the Bodybuilding Legends Podcast.  Jose talks about the potential of Derek Lunsford winning the 212 Bodybuilding division over reigning champ Shaun Clarida. Then Jose makes his predictions for the Classic Physique Olympia. Will Chris Bumstead win his third title easily or will he face competition from newcomers like Bryan Jones and Robert Timms as well as top contenders like Terrence Ruffin and Alex Cambronero? At the end of the podcast, host John Hansen reads the article "Arnold: His Life and Good Times" written by Armand Tanny from the June, 1975 issue of Muscle Builder magazine.  (Time Stamps and Links below) Time Stamps: 3:45 - Review of the Arnold Classic 9:15 - Rest in Peace Leon Brown 17:00 - Beginning of interview with Jose Raymond, Part 2 17:58 - Jose talks about the promise of Derek Lunsford 30:09 - How can Shaun Clarida improve from last year? 43:52 - Jose makes his predictions for the Classic Physique Olympia 46:17 - The challenge of Robert Timms in the Classic Physique division 52:40 - Why Chris Bumstead is so hard to beat 55:48 - How will Logan Franklin place at the Classic Physique Olympia? 1:10:15 - Host John Hansen reads the article "Arnold: His Life and Good Times" written by Armand Tanny from the June, 1975 issue of Muscle Builder magazine. Mr. Olympia website Mr. Olympia Pay-Per-View Arnold Classic Broadcast John on Heavy Muscle Radio - YouTube Leon Brown Interview Bodybuilding Legends website John Hansen Fitness website John Hansen YouTube Channel John Hansen Facebook Page John Hansen Instagram Page    

In this comeback episode, Frank D AKA FlossDawg discusses his time at an HBCU, discovering the different ways people "grow up Black", Good Times vs The Cosby Show, and how America's Civil War had a silent, yet very public sequel. Follow on Instagram @flossdawg and Twitter @shady_smalls --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/flossdawgradio/support

Doug McCambridge from Good Times, Great Movies and Schitt's and Giggles makes his grand return to discuss December 2021, pay tribute to some legends, and talk about rumors.

Doug McCambridge from Good Times, Great Movies and Schitt's and Giggles makes his grand return to discuss December 2021, pay tribute to some legends, and talk about rumors.

Let's get weekend Good Times in with Mo and Alex for Episode 133! We have 3 calls, two of them in the US and all are filled with lessons and entertainment from some 20 somethings. Lets check it out! Caller #1 is Zee who is 26yrs old from Manila. Zee is in denial about her Fubu who has found a new girl. Caller #2 is Roxanne who is 29yrs old from New York. Rox's now husband cheated on her in the past when she was isolated for Covid. Now he keeps bugging her about having a threesome and she doesn't want a part of it. Caller #3 is John who is 24yrs old from San Francisco. John is in an LDR relationship with a girl who used to have a sugar daddy politician. Is that "dark past" something he needs to worry about? Powered by Anchor.fm , we will see you on another episode of GTWM tomorrow. Thanks for the download and please support the podcast by donating as little as $0.99 cents via Anchor at: anchor.fm/djmotwister --- Send in a voice message: https://anchor.fm/djmotwister/message Support this podcast: https://anchor.fm/djmotwister/support

"Good Times, Bad Times" isn't just the name of a Led Zeppelin song. The captains three - Capt. Kevin, Capt. Scott and Capt. Ricky - talked about their week, and what a mix of good days and bad days it really was. Perfect days wound up stinking, and the goofy days wound up good. Well, that's what makes it so addictive, right?Anyway, the guys swap stories and share some insights into the forecast, so listen in to find out whether you're going to have your own good times or bad times this week.

We had the pleasure of interviewing Dead Sara over Zoom video! Dead Sara recently released their highly anticipated new album AIN'T IT TRAGIC, via Warner Records. This marks the first new full-length album from the Los Angeles rock legends since 2018's Temporary Things Taking Up Space EP. The album's eleven tracks were coproduced by Dead Sara's drummer/programmer Sean Friday along with Noah Shain, who previously produced, mixed, and engineered the band's previous two albums, Dead Sara (2012) and Pleasure To Meet You (2015).To date, Dead Sara have released a pair of acclaimed tracks from AIN'T IT TRAGIC – “Hands Up” and “Heroes” – which have been critically praised as “explosive” by Loudwire and “raw and heavy” by Consequence of Sound. The current single “Heroes” has just impacted Rock Radio and is the #1 Most Added at the format this week. Written and recorded during lockdown in their hometown, AIN'T IT TRAGIC reveals a band at the apex of their songwriting prowess and highlights the bands dual guitar assault courtesy of Emily Armstrong (vocals/guitar/songwriter) and Siouxsie Medley (guitars/backing vocals) along with the masterful drumming by the album co-producer Sean Friday. Track for track, AIN'T IT TRAGIC bursts with intense yet melodic verses/choruses throughout and doused with copious amounts of the feral energy and attitude that define Dead Sara both on record and on-stage. Click here for a brief view behind the scenes. AIN'T IT TRAGIC Tracklisting: 1. Starry Eyed 2. Good Times 3. All I Know Is That You Left Me For Dead 4. Hypnotic 5. Heroes 6. Hands Up 7. Lover Stay Wild 8. Gimme Gimme 9. Lights Out! 10. Uninspired 11. Losing My Mind As previously announced, Dead Sara return to the road with a vengeance for their first tour in three years. Additional dates for 2021 to be announced later this year. Dead Sara will tour the world in 2022. TOUR DATES 2021: Sep 24 Louisville, KY Louder Than Life Festival Sep 25 Chicago, IL Beat Kitchen Sep 27 Cleveland, OH Beachland Tavern Sep 28 Columbus, OH The Basement Sep 30 Washington DC Black Cat Oct 01 New York, NY Bowery Ballroom Oct 02 Boston, MA SoniaOct 09 Los Angeles, CA Roxy – SOLD OUT Oct 09 Los Angeles, CA Roxy – (late show added) Nov 12 Daytona, FL Welcome To Rockville 2022: Jan 22-27 Galveston, Costa Maya, Cozumel ShipRocked About Dead Sara: Emily Armstrong (vocalist/guitars/songs), Siouxsie Medley (guitars/backing vocals), Sean Friday (drummer/programmer/co-producer) first broke through with their 2012 single "Weatherman"—a churning stew of punky riffs, with chugging hard rock grooves, and throat-shredding vocals that reached No. 30 on Billboard's Mainstream Rock chart and was followed by tour dates supporting Muse. "Hands Up" was the first new music from Dead Sara since September 2018, when the band released a stripped-down version of "Anybody," a single originally found on Temporary Things Taking Up Space. That EP built on the success of 2015's Pleasure to Meet You, which reached No. 2 on Billboard's Heatseekers chart and No. 7 on the Hard Rock Albums chart. To date, Dead Sara has been featured on Rolling Stone, Interview, Guitar World, Loudwire, and more and performed at the GRAMMY Museum. Dead Sara is back in a big way. Look for Dead Sara to tour the world in 2021 & 2022We want to hear from you! Please email Tera@BringinitBackwards.com.www.BringinitBackwards.com#podcast #interview #bringinbackpod #DeadSara #zoomListen & Subscribe to BiBFollow our podcast on Instagram and Twitter! 

Scripture to go along with this podcast: John 2:1–12

Take a trip through the galaxy of good vibes with your host, Peter Hamm, and today's special guest, Mr. Pascal Brun.The Hamm Planet Podcast Theme is  "Good Vibes // Great People // Glorious Stories" - So if you're into that vibe, get comfy and prepare for an absolute epic episode that will go down in history.ABOUT THE PODCASTThe goal of the Hamm Planet Podcast is to provide value and focus on the good in life. Nothing more, nothing less.Each podcast will feature a different guest who is connected to Peter Hamm. During the podcast, we share our life experiences, reflect on unforgettable stories, dig deep, shoot the breeze, speak our mind, talk about what life has taught us, and most importantly - we have a damn good time. Enjoy.Yours Truly, Peter HammCONNECT WITH PETERYour support means the world to me.Show some love by connecting on the platforms listed belowSUBSCRIBE TO THE PODCAST ►https://bit.ly/PeterHammYoutubeADD HAMM PLANET PODCAST ON INSTAGRAM ►https://bit.ly/HammPlanetPodcastInstaPROFESSIONAL PORTFOLIO: ►https://drum.io/peterhammLISTEN ON:APPLE PODCAST: https://bit.ly/HammPlanetPodcastApplePodcastSPOTIFY: https://bit.ly/SpotifyHammPlanetPodcastADD ME ON:PERSONAL INSTAGRAM: https://bit.ly/PeteHammInstagramPODCAST INSTAGRAM: https://bit.ly/HammPlanetPodcastInstagramFACEBOOK: https://bit.ly/HPPFacebookPageLINKEDIN: https://bit.ly/PeterHammLinkedinTWITTER: https://bit.ly/HammPlanetTwitterTIKTOK: https://bit.ly/HammPlanetTikTokIGTV: https://bit.ly/HammPlanetIGTV***PLEASE NOTE***The HAMM PLANET PODCAST is a significant break from the typical content viewers have come to expect from the channel & we could not be more proud and hyped to watch this show unfold, grow and flourish over the years. Please be advised that we will be exploring a wide variety of topics (some adult-themed) and our younger viewers (and their parents) should be advised that some topics will be for mature audiences only.The HAMM PLANET PODCAST is a show for entertainment purposes only. 

Hop Culture x Yeti Presets: Beers With(out) Beards is happening THIS SATURDAY SEPTEMBER 18th!  You can find the full programming lineup here on Hop Culture's Website and tune in to the YouTube livestream right here on Saturday And if you're like me and totally missed the boat on buying a beer box, here is a list of everything featured in the box, so you can do your own shopping spree and feel included wherever you are.Check out Grace's article that explains what exactly an Italian Pilsner is here!AND don't forget to join me for Brews with Broads: Live! On Tuesday September 28th at the TALEA Beer taproom in Williamsburg, Brooklyn. Doors are at 6:00 for a 6:30 showtime. And since you're an amazing listener who scrolled allllll the way down to these show notes- I've already got a lil ticket link for you

Juliette Jeffers' good is story telling. She is an accomplished actress, landing roles on everything from Grey's Anatomy to ER to The Fresh Prince of Bel Air, and writer who has taken her love of theatre to the next level through her own multiple one person shows, which has included an off-Broadway run. Most recently, Juliette has helped others share their own stories thru Black Voices, a live, multi-week theatre experience that was broadcast via the web. We talk about the good of tapping into our own inner voice, embracing our own creativity, and sharing our own stories with the world. We also talk about superheroes. We talk A LOT about superheroes. Shrug emoji. Super shrug emoji.

Damn, damn, damn. The shocking death of James Evans' on Good Times gave an entire generation pop-culture PTSD. A strong, beloved character is suddenly never seen again – and his demise is communicated in a telegram. From post-funeral dance parties to broken punch bowls, the sitcom's handling of the John Amos character's death was a whirlwind of emotion back in the 1970's.Decades later, have we all moved on? Is 30-minutes enough time to heal? And who sends a telegram to their upstairs neighbor? The Old Roommates resurrect a Dyn-O-Mite explosion of emotions on this very special episode. Listen to this.Become a Patron of Old Roommates at patreon.com/oldroommates! Follow Old Roommates on social media @OldRoommates email us at oldroommatespod@gmail.com and please give us a rating or review! Thanks for listening!#GoodTimes #70ssitcoms #AfricanAmericanTV #JohnAmos #EstherRolle #Ja'NetDubois #jimmywalker #NormanLear #JamesEvans #FloridaEvans #TVshowreviews

Voice Over Artist and Singer Rodney Saulsberry narrates this bio feature on GRAMMY-winning composer, producer, arranger and guitarist, Nile Rodgers. He is expanding the boundaries of popular music. As the co-founder of the popular group CHIC and the newly elected Chairman of the Songwriters Hall of Fame, Rodgers pioneered a musical language that generated chart-topping hits like "Le Freak," (the biggest selling single in the history of Atlantic Records!) and sparked the advent of hip-hop with "Good Times". He was inducted into the Rock & Roll Hall of Fame in (2017) and the Songwriters Hall of Fame in (2016).

การทุจริต' เป็นสิ่งที่ใกล้ตัวเรามากกว่าที่คิด เรามักจะเห็นข่าวการทุจริตที่เกิดขึ้นบ่อยๆ ไม่ว่าจะเป็นการทุจริตในโรงเรียน การทุจริตจากการทำธุรกิจร่วมกัน การทุจริตในภาครัฐ หรือการทุจริตภายในองค์กร.. แล้วทำไมสิ่งเหล่านี้ถึงเกิดขึ้นซ้ำแล้วซ้ำเล่า? เราจะแก้ไขปัญหานี้ได้หรือไม่? ใน 5M Good Time EP. นี้ไปรับฟังกันว่าเราจะพัฒนาองค์กรอย่างไรให้ไม่เกิดการทุจริต

On this episode we sit down with Jake Schmitt from Triptik and talk about what we love best Geese, Guns, and Good Times. We have really enjoyed being a part of the Triptik family and got a chance to share the blind not only in NY but now in NC. 

Take a trip through the galaxy of good vibes with your host, Peter Hamm, and today's special guest, Mr. Marcus Appleyard.The Hamm Planet Podcast Theme is  "Good Vibes // Great People // Glorious Stories" - So if you're into that vibe, get comfy and prepare for an absolute epic episode that will go down in history.ABOUT THE PODCASTThe goal of the Hamm Planet Podcast is to provide value and focus on the good in life. Nothing more, nothing less.Each podcast will feature a different guest who is connected to Peter Hamm. During the podcast, we share our life experiences, reflect on unforgettable stories, dig deep, shoot the breeze, speak our mind, talk about what life has taught us, and most importantly - we have a damn good time. Enjoy.Yours Truly, Peter HammCONNECT WITH PETERYour support means the world to me.Show some love by connecting on the platforms listed belowSUBSCRIBE TO THE PODCAST ►https://bit.ly/PeterHammYoutubeADD HAMM PLANET PODCAST ON INSTAGRAM ►https://bit.ly/HammPlanetPodcastInstaPROFESSIONAL PORTFOLIO: ►https://drum.io/peterhammLISTEN ON:APPLE PODCAST: https://bit.ly/HammPlanetPodcastApplePodcastSPOTIFY: https://bit.ly/SpotifyHammPlanetPodcastADD ME ON:PERSONAL INSTAGRAM: https://bit.ly/PeteHammInstagramPODCAST INSTAGRAM: https://bit.ly/HammPlanetPodcastInstagramFACEBOOK: https://bit.ly/HPPFacebookPageLINKEDIN: https://bit.ly/PeterHammLinkedinTWITTER: https://bit.ly/HammPlanetTwitterTIKTOK: https://bit.ly/HammPlanetTikTokIGTV: https://bit.ly/HammPlanetIGTV***PLEASE NOTE***The HAMM PLANET PODCAST is a significant break from the typical content viewers have come to expect from the channel & we could not be more proud and hyped to watch this show unfold, grow and flourish over the years. Please be advised that we will be exploring a wide variety of topics (some adult-themed) and our younger viewers (and their parents) should be advised that some topics will be for mature audiences only.The HAMM PLANET PODCAST is a show for entertainment purposes only. 

Cinematographer Donald A. Morgan, ASC has won 10 Emmys and is nominated this year for three more for his work on Netflix's The Upshaws, Fox's Last Man Standing, and ABC's The Conners. Like a few cinematographers, Donald had some experience studying architecture in college, which enabled him to take two dimensional drawings and visualize them in three dimensions. He also thought he'd be a professional baseball player or a musician- his father was a musician who played in Cab Calloway's band, so Donald grew up around musicians and stages. By his mid-20's he had a job working at KTTV in Los Angeles in the mailroom while trying to make it with his own band in the 1970's, and was soon offered a position in the lighting department. He found his experience reading architectural plans made it easy to understand electrical schematics. Donald worked on the lighting crews for several different shows produced by the legendary Norman Lear, such as Good Times, The Jeffersons, and Diff'rent Strokes, plus many other shows. Donald knew working on shows produced by Lear were progressive and groundbreaking for the time, telling stories about people of color like himself, and Lear made it a point to hire a diverse workforce for his shows. Soon, Donald was offered a union job as a DP on two shows on the Universal lot- Silver Spoons and Gloria. Donald was able to learn more about cinematography while working on the Universal lot by visiting several different film stages and making notes on how different DPs worked. Working on three camera shows, the whole set can be lit before there's any blocking, because typically, comedies use very high-key lighting. Donald notes where the walls and doors are, and then most sets can be lit with standard three point lighting.  For The Conners, as the show becomes a bit darker, Donald subtly shades the room for more drama, and brightens the room as the mood lightens. Most multi-camera shows use three to four fixed cameras, and dolly in for shots rather than just panning. Donald also uses a jib arm camera on the show Last Man Standing, a technique he began using back on Home Improvement. The jib arm came into use on Home Improvement because the character Mr. Wilson, Tim Allen's neighbor, was never seen over the fence, and the camera crew had to get creative with how to shoot those scenes. Donald enjoys working on multi-camera studio shows because it keeps him local, and he's been able to spend more time with his family with three weeks on and one week off, with the longest days about 10-12 hours. He tries to keep the work as creative as possible, always watching and learning about new techniques he can bring to the shows he shoots. Though Donald is very experienced with shooting multi-camera shows, he will often shoot single-camera short films to keep his skills fresh. You can see Donald A. Morgan's work: https://vimeo.com/12993063 You can watch The Upshaws on Netflix and find episodes of The Conners and Last Man Standing on Hulu. Find out even more about this episode, with extensive show notes and links: http://camnoir.com/ep139/ Sponsored by Hot Rod Cameras: www.hotrodcameras.com The Cinematography Podcast website: www.camnoir.com YouTube: https://www.youtube.com/c/TheCinematographyPodcast Facebook: @cinepod Instagram: @thecinepod Twitter: @ShortEndz

Tim & Paul are celebrating!! Good Times with Bad Movies is turning 1 year old this September! The guys watched the 1990 Italian cult horror movie "Night Killer"! Along the way the guys discussed, fried chicken, public bathrooms and saving lives at the beach!Subscribe for more content!email: goodtimesbadmovies@gmail.comWebsiteInstagramYoutube

This week we have in everybody's favorite wise-guy and online terror Richie Goodtimes. On top of those things Richie is a world class graphic designer and technical artist in the world of screen printing. Richie and I have worked together on a ton of great projects. He has a way of taking my cool illustrations and using them in a design in ways I never think of . He's a funny dude, one of my closest friends of 20+ years and this is a great episode. #richiegoodtimes #graphicdesign #gigposters #posterartist #screenprinting #flatstock-----------------------------------------------------------------------------------------------------This episode of Anyway Whatever Podcast is sponsored by Diesel Fuel Prints Diesel Fuel is my go-to sticker printer for 20 years. They offer Highest quality weatherproof stickers. Easy online ordering quotes for any size or shape sticker. Full color printing. 125 Black and white stickers for as low as $25. Free Shipping on U.S. ordersCheck out www.Dieselfuelprints.comListeners of AWP get a 10% Discount at checkout when they use the promo code AWP2021----------------------------------------------------------------------------------------------------The Anyway Whatever Podcast has a new shirt store at Warlord Clothing https://www.warlordclothing.com/anywaywhateverStickers, Buttons, etc can be found at www. anywaywhateverpodcast.bigcartel.com Patreon www.patreon.com/AnywayWhateverPodcastAll episodes can always be found atwww.anywaywhateverpodcast.comAll of my Podcast episodes are to be taken with a grain of salt. My goal is to feature people from the creative fields who have something interesting to say or something valuable to bring to the discussion. My intention is to give people a little time out from the realities of the world and to enjoy a fun conversation with interesting people. Please remember to take time to enjoy life. I feel like that is important. I hope my show helps with that. © 2021 AWP Media

Starting with a little throwback to the Book of Mormon today with a pattern we see in EVERY book of scripture!    And grab our scripture study helps at the links below:   https://kristenwalkersmith.com/shop/ https://comefollowmestudy.com/shop/ Discount code: OMSS

Mr. Producer returns for Part Two of his interview of Paul Jamison about the new book Best Business Practices for Landscapers.  Best Business Practices for Landscapers (New Book) Cut That Grass and Make That Cash Try Jobber GIE+EXPO Registration (Code PAUL saves 50%) Get started with GPS Trackit and get your first month free! Try GPS Trackit - 844-996-2518 Gulf Coast Bookkeeping The Hardscape Academy  

Summary: "Just get a divorce." This week, we go deep into the archives for our best-of summer repeat and dig up our timeless conversation with writer and editor Jackie Wong from July 2017 talking about pregnancy, celebrities, and the female body. Also discussed: Lisa's love affair with salad, Francis McDormand in Fargo, and Criminal. Pop This! will be back to our regular programming on Sept. 15.    Show notes: Women laughing alone with salad   Pack a perfect salad   Storm Crow salmon and potato salad   Honest Baby   Serena Williams Vanity Fair cover feature   Beyonce 2017 Grammy Awards Performance   Pregnancy Halloween costumes   Demi Moore Vanity Fair cover   Google search for "Daily Mail Heavily Pregnant"   Francis McDormand in Fargo, morning sickness scene   Twilight: Bella's birthing scene   Recommendations: Andrea: Criminal Podcast Episode 70 "The Procedure" LC:  Nate Bargatze   JW: Rachel Khong, Goodbye Vitamin: A Novel   Music credits: "Life of Riley" by Kevin MacLeod From: incompetech.com Licensed under Creative Commons: By Attribution 3.0 License   "Good Times" by Podington Bear From Free Music Archive  Licensed under Creative Commons: By Attribution 3.0 License   Theme song "Pyro Flow" by Kevin Macleod From Incompetch Licensed under Creative Commons: By Attribution 3.0 License Intro bed: "OLPC" by Marco Raaphorst Courtesy of Free Music Archive Licensed under CC BY-SA 3.0 NL Pop This! Links: Pop This! on TumblrPop This! on iTunes (please consider reviewing and rating us!) Pop This! on Stitcher (please consider reviewing and rating us!) Pop This! on Google PlayPop This! on TuneIn radioPop This! on TwitterPop This! on Instagram Logo design by Samantha Smith Pop This! is two women talking about pop culture. Lisa Christiansen is a broadcaster, journalist and longtime metal head. Andrea Warner is a music critic, author and former horoscopes columnist. Press play and come hang out with your two new best friends. Pop This! podcast is produced by Andrea Gin.  

John Wagner joined us a few weeks ago to talk about the issue of getting interpreters out of Afghanistan. Some of his personal stories in that episode really brought forward a different side of the war that we thought we'd try to expand on. He and I started at West Point together in the same 10-person squad, spent four years in the same company, before graduating and going off to Ft. Sill together. From there we found ourselves in the same battalion in the 101st Airborne Division and deployed together twice. In this and following episodes, we'll be telling the normal stories we do when we're together. Joking about problems at West Point, feelings around the deployment, and struggles through both. Hopefully this can present another side of the 20+ year Global War on Terror. John was a Ranger-qualified Artillery Officer who served as a platoon leader and a fire support officer during a twelve month deployment to Zhari District, Afghanistan with the 101st Airborne Division's 2nd Battalion, 502nd Infantry Regiment during the troop surge of 2010-2011. He also served as an artillery advisor to the Afghan National Army in the Kunar River valley for most of 2012. He now works in medical device manufacturing with a startup called GT Medical Technologies, whose mission is to improve the lives of patients with brain tumors.

I had this interesting feeling to record an episode that was like a time capsule, for the  August 30, 2022 version of me to look back on and enjoy. I invite you to do a similar thing to appreciate this current moment we are all in right now. The time will fly by either way. Prompts I Gave For Myself to AnswerA time you were thankful for someones' goodness - My roommate Hiram got me a free Pizza from Domino's and it was BBQ chicken with tomatoes and BBQ sauce as the sauce Something you enjoy doing - I like juggling for a few minutes before work, and also shooting some hoops in the tiny court near my apartment. A person you recently met that you are thankful for - Jason.   A recent memory that makes you smile - Throwing frisbee with Tim in the park   A book I am reading - "QB My life Behind The Spiral" by Steve Young Something I am working on - mMyself. Something I am looking forward to - Being able to inspire more people as I have figured out a lot of things A recent adventure I am glad I went on - I went to the Stukent boating trip even though I was feeling very low (didn't mention it in the time capsule though lol) A recent journal entry - 8/17/21"God sees me. God loves me. Writing truly helps me so much. I am learning lots. Meet the Robinsons is an amazing movie! Keep moving forward "A quote to live by" - Do the thing you fear and the death of fear is certain - Mark Twain "Advice for my future self" You have always been thoughtful for others. I would encourage you to use that energy to also help you be thoughtful for yourself. What I love about youDallin I love that you are willing to keep trying even when you make a mistake. You see that your gifts do have value and you try to share that with the world. The hopes I have for you I hope that you are spreading your wings as far as you possibly can, sticking together with the friends and family that have helped you get this far. Keep reaching out and building up those others whom you can call friend. Wherever you are make sure that you are making time for yourself and to build yourself up. In one year I would like to have given at least one TEDx talk and have finished up at least two books to inspire the next generation. I would also like to have an email newsletter that I enjoy writing and has at least 500 subscribers.(Open in 2022)Music Used:Consideration - Low Frequency Musichttps://www.youtube.com/watch?v=AY5VMAvmxl0Merry Bay - Ghostrifterhttps://www.youtube.com/watch?v=-ln9vM_m1a8Blue Boi - Lakey Inspiredhttps://www.youtube.com/watch?v=wAukvwLCVbMMore on Time Capsules:"A deliberate method of communication with future people"https://www.theatlantic.com/technology/archive/2015/08/time-capsules-futurism/401327/"A form of self-commemoration""A way of celebrating one's life"

City Cast Denver is hosting a LIVE show tonight at the Underground Music Showcase! Catch us at 6pm at Mutiny Information Cafe with a panel of awesome musicians and leaders in the local music scene: Wes Watkins, Miguel Aviña, and past guest Alicia “Bruce” Trujillo!  It's free and all ages are welcome. See you tonight! RSVP → https://www.facebook.com/events/527335278501154 But until then, please enjoy this re-run of one of our favorite episodes: In-N-Out has been getting all the buzz — and insanely long lines — since it opened its first Denver area location last year. Five Guys is an East Coast favorite. Shake Shack strutted into town from NYC with a hip new look and a lot of big talk. But really, who do these transplant burger chains think they are, coming into our city thinking they can make burgers?! City Cast Denver's crack team of eaters are here to settle it once it for all. And can any of them stand up against our homegrown fast food burger darling Good Times? Follow along with Bree, Paul, Xandra, and Peyton, then let us know what you think on Twitter @citycastdenver. Hit us with your favorite out-of-state burger chain and the hashtag #CityCastBurgerCrawl.  Don't miss the City Cast Denver newsletter for breaking burger updates and more news from around the city: denver.citycast.fm/newsletter/ The excerpt of the oral history with Bill Clements Jr. in this episode comes courtesy of the oral history collection at History Colorado. You can listen to the whole conversation, including a wild story about Bill's dad and Colonel Sanders, right here. 

Take a trip through the galaxy of good vibes with your host, Peter Hamm, and today's special guest, Mr. Aaron ArvizuThe Hamm Planet Podcast Theme is  "Good Vibes // Great People // Glorious Stories" - So if you're into that vibe, get comfy and prepare for an absolute epic episode that will go down in history.ABOUT THE PODCASTThe goal of the Hamm Planet Podcast is to provide value and focus on the good in life. Nothing more, nothing less.Each podcast will feature a different guest who is connected to Peter Hamm. During the podcast, we share our life experiences, reflect on unforgettable stories, dig deep, shoot the breeze, speak our mind, talk about what life has taught us, and most importantly - we have a damn good time. Enjoy.Yours Truly, Peter HammCONNECT WITH PETERYour support means the world to me.Show some love by connecting on the platforms listed belowSUBSCRIBE TO THE PODCAST ►https://bit.ly/PeterHammYoutubeADD HAMM PLANET PODCAST ON INSTAGRAM ►https://bit.ly/HammPlanetPodcastInstaPROFESSIONAL PORTFOLIO: ►https://drum.io/peterhammLISTEN ON:APPLE PODCAST: https://bit.ly/HammPlanetPodcastApplePodcastSPOTIFY: https://bit.ly/SpotifyHammPlanetPodcastADD ME ON:PERSONAL INSTAGRAM: https://bit.ly/PeteHammInstagramPODCAST INSTAGRAM: https://bit.ly/HammPlanetPodcastInstagramFACEBOOK: https://bit.ly/HPPFacebookPageLINKEDIN: https://bit.ly/PeterHammLinkedinTWITTER: https://bit.ly/HammPlanetTwitterTIKTOK: https://bit.ly/HammPlanetTikTokIGTV: https://bit.ly/HammPlanetIGTV***PLEASE NOTE***The HAMM PLANET PODCAST is a significant break from the typical content viewers have come to expect from the channel & we could not be more proud and hyped to watch this show unfold, grow and flourish over the years. Please be advised that we will be exploring a wide variety of topics (some adult-themed) and our younger viewers (and their parents) should be advised that some topics will be for mature audiences only.The HAMM PLANET PODCAST is a show for entertainment purposes only. 

Join the 5-Day Real Estate Challenge: Leads on Autopilot www.GetLeadsOnAutopilot.com I help Real Estate Agents develop BRANDED content that will position them as the AREA EXPERT through proven strategies to rapidly grow their business and position them as the area expert that everyone wants to work with to buy and sell their home! FREE CONTENT FOR YOU: Instant Download: 35+ Free Lead Generation Ideas for your Real Estate Business www.bit.ly/LeadGenPDF Want access to the full eBook? Grab it here: www.bit.ly/LeadGenEBook FREE CONTENT FOR YOU: Instant Download: 175+ Video Ideas for your Business https://mailchi.mp/3keysrealestategroup/contentguide INSTANT DOWNLOAD: Geographic Farming Sheet Cheat for Real Estate Agents https://mailchi.mp/3keysrealestategroup/farmingcheatsheet INSTANT DOWNLOAD: 25 Examples of high converting Farming Mailers for Real Estate Agents https://mailchi.mp/3keysrealestategroup.com/25examples INSTANT DOWNLOAD: 35 Social Media Post Ideas - Free Mini Content Calendar https://mailchi.mp/3keysrealestategroup/minicontentcalendar join our Email List: http://eepurl.com/gO5HzT AVAILABLE AS A PODCAST: *Google Podcast: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy8xMmJjMjQ4MC9wb2RjYXN0L3Jzcw== *Apple Podcast https://podcasts.apple.com/us/podcast/hyper-local-real-estate-agent-strategies-to-dominate/id1495383801 *Spotify https://open.spotify.com/show/1sgiHkfoIULrcyDGlr9OPs

Colby, Lance, & Timm break down the 1-16 seeds in the first of our four-part bracketology series: Television Theme Songs. This first round is for classic sitcoms from the 70's and 80's. All seedings determined by the TV Land channel. Presented by BetUS.com - Bet with the 3-Decade leader, BetUS! Join now for a 125% bonus or a 200% bonus with crypto. Use promo code DSP125 for bonus or DSP200 for crypto, and bet sports, casino, horses, pop culture, & more at BetUS.com. You bet, you win, you get paid. BetUS.com

Summary: "Your birth is my birth, your death is my death." It is summer repeat season at Pop This! and this week we re-visit our episode on Michaela Coel's brilliant series I May Destroy You from August 2020. Also discussed: drive-ins, period sex, and the excellent podcast It's Been A Minute. Pop This! will be back with regular episodes on Sept. 15.     Show notes: Michaela Coel | James MacTaggart Lecture | Edinburgh TV Festival 2018 (YouTube)   Chewing Gum Season 1  (CBC Gem)   Michaela Coel's 'I May Destroy You' Will Tear You Apart (Vulture)      Recommendations: Lisa:  Schitt's Creek (TV) Andrea W.:  It's Been A Minute: Reckoning With Race in Journalism (podcast) Andrea G.: Twilight Drive-In    Music credits: "Life of Riley" by Kevin MacLeod From incompetech.com Licensed under Creative Commons: By Attribution 3.0 License   "Good Times" by Podington Bear From Free Music Archive  Licensed under Creative Commons: By Attribution 3.0 License   Theme song "Pyro Flow" by Kevin Macleod From Incompetch Licensed under Creative Commons: By Attribution 3.0 License Intro bed: "OLPC" by Marco Raaphorst Courtesy of Free Music Archive Licensed under CC BY-SA 3.0 NL   Pop This! Links: Pop This! on TumblrPop This! on iTunes (please consider reviewing and rating us!) Pop This! on Stitcher (please consider reviewing and rating us!) Pop This! on Google PlayPop This! on TuneIn radioPop This! on TwitterPop This! on Instagram Logo design by Samantha Smith Pop This! is two women talking about pop culture. Lisa Christiansen is a broadcaster, journalist and longtime metal head. Andrea Warner is a music critic, author and former horoscopes columnist. Press play and come hang out with your two new best friends. Pop This! podcast is produced by Andrea Gin.  

Debbie Praver is a stand-up comedian who also just happens to be a physical fitness instructor. Moral of the last sentence: If you're gonna work out, you might as well laugh about it. She's toured the country doing her comedy, honed her writing skills with Marc Cherry and the team behind 'Desperate Housewives,' been up, been down, and kept going. We get our good on talking about drive, the free (yep, FREE) barre classes she teaches four times a week, and the time she was in the Disneyland Electric Light Parade and accidentally caught on fire (yep, she kept going). This is a fun - and FUNNY - one. It's good to laugh.

Photo: Baron Brougham and Vaux, - Lord High Chancellor of Great Britain.  CBS Eyes on the World with John Batchelor CBS Audio Network @Batchelorshow What is the tragedy for the "good times" PM Boris Johnson? @AdWooldridge @TheEconomist https://www.economist.com/britain/2021/08/21/for-some-mps-afghanistan-is-personal-as-well-as-political?frsc=dg%7Ce

When was the "golden era" of Etsy? In the final installment of the Etsy-sodes, we will be exploring many pivotal moments that changed the company's trajectory (and the lives of its sellers).  When did the good times end/the less good times begin?  We will try to figure that out!  We'll be covering the return (and bitter departure) of Rob Kalin, the manufacturing policy change, the IPO (and the subsequent lawsuit) and all the new fees and shipping polices.  And we'll break down why so many makers stay with Etsy despite all of these issues. And again, let's give a special, super grateful shout to our friend (and a previous guest), Christine of Lady Hogg Vintage for doing a bunch of research and sending us a ton of info! Thank you so much, Christine! She's been selling on Etsy for a long time so she had a lot of experience and memories to share that really guided the process of writing this story!Extra Credit Reading (there's so much for this episode)!EtsybitchCallin' Out On Etsy"From Etsy to Sweatsy," April Winchell, Vice."How Etsy Alienated Its Crafters and Lost Its Soul," Grace Dobush, Wired."Creating Etsy's Handmade Marketplace," Teri Evans, The Wall Street Journal."Was Etsy too good to be true?" Kaitlyn Tiffany, Vox."Can Rob Kalin Scale Etsy?" Max Chafkin, Inc."Why Etsy's Future Depends on Redefining 'Handmade,'" Liz Stinson, Wired."Etsy Wants To Crochet Its Cake, And Eat It, Too," Amy Larocca, The Cut."Etsy's Success Gives Rise to Problems of Credibility and Scale," Hiroko Tobuchi, The New York Times."Only Death Could Silence Etsy's Loudest Critic," Kevin Morris, The Daily Dot."Etsy Is Bleeding Money as Amazon Prepares to Attack,' Jenni Avins, Quartz."After Etsy, Scratching A Itch," Penelope Green, The New York Times.

Episode 114 is here with the BSE crew this Sunday morning as the trio takes 3 interesting calls with the regular Good Times banter you've all grown to love. Caller #1 is Marian who is 33yrs old from Paranaque. Marian wants to leave her partner who has been cheating on her since they first got together. The problem is Marian is obsessed with making sure their 2 kids don't grow up in a broken home as she was a product of that too. Should she leave? Caller #2 is Jane who is 30yrs old from Singapore. Jane's boyfriend of 6 months has just proposed to her and while he is a nice guy with a stable lifestyle, she cant help but regularly stalk her ex-boyfriend whom she is still in love with. Caller #3 is Ben who is 27yrs old from QC. Ben's girlfriend is a fangirl of a gaming team made up of boys. She sends them gifts of up to 5k, is it okay that he is jealous of her fandom? Powered by Anchor.fm , we will see you on another episode of GTWM tomorrow. Thanks for the download and please support the podcast by donating as little as $0.99 cents via Anchor at: anchor.fm/djmotwisterEpisode 114 is here with the BSE crew this Sunday morning as the trio takes 3 interesting calls with the regular Good Times banter you've all grown to love. Caller #1 is Marian who is 33yrs old from Paranaque. Marian wants to leave her partner who has been cheating on her since they first got together. The problem is Marian is obsessed with making sure their 2 kids don't grow up in a broken home as she was a product of that too. Should she leave? Caller #2 is Jane who is 30yrs old from Singapore. Jane's boyfriend of 6 months has just proposed to her and while he is a nice guy with a stable lifestyle, she cant help but regularly stalk her ex-boyfriend whom she is still in love with. Caller #3 is Ben who is 27yrs old from QC. Ben's girlfriend is a fangirl of a gaming team made up of boys. She sends them gifts of up to 5k, is it okay that he is jealous of her fandom? Powered by Anchor.fm , we will see you on another episode of GTWM tomorrow. Thanks for the download and please support the podcast by donating as little as $0.99 cents via Anchor at: anchor.fm/djmotwister --- Send in a voice message: https://anchor.fm/djmotwister/message Support this podcast: https://anchor.fm/djmotwister/support

Head back to ‘‘The Far Out 70's' on the Dave Plier Show! Featuring conversations with Christopher Knight of ‘The Brady Bunch', Henry Winkler of ‘Happy Days', Jimmie Walker from ‘Good Times', Suzanne Somers of ‘Three's Company', Alan Alda of ‘M*A*S*H', Rob Reiner of ‘All in the Family', plus a bonus conversation with Rock & Roll […]

By D.A. Powell

Please Welcome Kyle Mackechnie onto White Claw Wednesdays. Kyle is an amateur fighter, coach, charity owner, and a great person. We are super happy to have Kyle on to talk about his new Charity project and his experience with martial arts. Follow him @Kyle_Mackechnie, and @Kyle.Mackechnie (Coach Account) on Instagram. 0:00 Introduction 1:30 Good Times and Funny Stories 6:50 Eloping in Riverside 10:00 Kyle's Martial Arts Journey 16:00 AYSO 21:00 Training in Boxing Movies 26:00 Old Men in the Locker Room 30:00 Taekwondo Vs Muay Thai 34:00 Dare Devil and SEE 40:00 Coaching Boxing and Amateur Fighting 44:00 Old School UFC 48:20 Empty Canvas Project, Kyle's Charity 54:30 What Can We Do About Homelessness? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/white-claw-wednesdays/message

We visit Iran for the free chicken dinners.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Drink of the day: Cherry seltzer for Candice and some chilled white wine for Colin! Colin Anderson and Candice Chetta are back and we're doing a self care episode today! We're going to sink our teeth into Criminy River and Strug Boat and keep it nice and light – because we all deserve a little … Continue reading "238: OOPS All Criminy River & Strug Boat! Self-Care Week AHOY! Bravo TV Updates! Good Times!"

I don't play as many video games as I used to, but there is no doubt they have taught me a TON about life. I wanted to highlight a few lessons that I think could help you guys.Main Points:1.      No Game Overs - You can use everything you lose from each loss to fuel your next win!2.      Kindness Pays - When you give what you have others will help you as well3.      You Live and Learn - The longer you play the game the more you can learn4.      Celebrate the Little Wins - They help you know you are on the right track/space out your journey5.      Skills Proven Through Boss Battles - You can fail over and over at these and yet keep learning until eventually you win come out on top (or someone will help you) Related Episodes:#64: "Strategy, Pure Deduction, and Teamwork - Life Lessons Learned From Playing Games"https://www.buzzsprout.com/543310/episodes/6854425 Time Stamps:0:45 – No Game Overs2:23 – Kindness Pays3:19 – You Live and We Learn5:16 – Celebrating Little Wins7:20 – Skills Proven Through Boss BattlesReady to start your podcast?I personally would recommend using BuzzSprout. It is what I use and is super simple. I would recommend you use Pat Flynn's link as you'll get lifetime more minutes but I have mine there as well (you'll get a $20 Amazon Gift Card after your 2nd month of membership at no extra cost to me).Ultimately I just want to help you get started! Go with one of these and don't look back. I am more than willing to help.Pat Flynn's Affiliate Link - https://www.buzzsprout.com/?affiliate_id=1My Affiliate Link: https://www.buzzsprout.com/?referrer_id=482140My Instagram - https://www.instagram.com/dreamchaserdallin/ - If you need me to edit one of your episodes hit me up! I am more than happy to help out. :DPodcast Instagram - https://www.instagram.com/YIELDTodayWithDallinPodcast/

This is a short Slap in the nuts, silly goose time leaving you wanting more. Showtime Darren as usual reaches for something to say and regrets it later. Good Times!