Podcasts about happy holidays

Sports can be highly instructive. Much of what I have discovered about life comes from the baseball diamond. These are ten valuable life lessons that the game of baseball has taught me. 1) You have to adjust to the curve & bad hops2) Umps are bound to make bad calls3) Keep your eye on the ball4) Hope springs eternal5) It's the little things that matter most6) It's a team game7) Take your cuts8) Not everyone can play short or bat fourth9) Moms matter most10) You only get to play so many seasonsListeners, please subscribe to Heavy Hitter Sports wherever you listen to podcasts so that you don't miss any future episodes. Ideally, please also rate and review the show. And share this episode with a coworker, friend or family member who it might benefit. Feel free to reach out if you have suggestions re future episode guests or topics. Mark's contact info is noted below. Many thanks. Happy Holidays!mphochgesang@gmail.com971-985-6909

Renowned mental performance coach Gary Chupik reveals the secrets of creating an elite mindset & unlocking your full potential. This master of sports psychology shares insights re visualization, goal-setting, team building & leadership. Enjoy sports fans!Elite Mindset Website: https://www.elitemindsetnation.com/Gary's Instagram: https://www.instagram.com/elitemindset/Listeners, please subscribe to Heavy Hitter Sports wherever you listen to podcasts so that you don't miss any future episodes. Ideally, please also rate and review the show. And share this episode with a coworker, friend or family member who it might benefit. Feel free to reach out if you have suggestions re future episode guests or topics. Mark's contact info is noted below. Many thanks. Happy Holidays!mphochgesang@gmail.com971-985-6909

Recipe: 1-1/2 cup rice cereal 1 cup chocolate chips1/2 tsp. salt1/4 tsp. vanilla extract1/4 cup corn syrup1/2 can of 14 oz sweetened condensed milk1/2 cup light brown sugar1/2 stick of unsalted butter(Over medium heat.)1. Melt the butter in the pan. 2. After the butter is melted, add the brown sugar, and stir continuously until melted together.3. Add the condensed milk and corn syrup, and mix well. Let it sit until everything is combined. (~4 minutes in the video)4. Add salt and vanilla5. Turn off the heat6. Add the cereal, stir well7. Transfer to the lined/greased pan8. Sprinkle more chocolate chips over the top, and leave them to melt (~5 minutes), then spread the chocolate to cover the whole thing. 9. Let cool/harden for 3 hours, and then cut and serve! *** HAPPY HOLIDAYS! ***Amazon MP3https://www.amazon.com/s/ref=ntt_srch_drd_B01BAXDICM?ie=UTF8&field-keywords=GentleWhispering&index=digital-music&search-type=ssGoogle Play MP3https://play.google.com/store/music/artist/Gentlewhispering?id=Apc4txglf3f2siowzgqccttky5i&hl=enSpotify MP3https://play.spotify.com/artist/3gkB9Cdx4UuWQxjhelyd87?play=true&utm_source=open.spotify.com&utm_medium=openiTunes MP3https://itunes.apple.com/us/artist/gentlewhispering/id1077570705#see-all/top-songshttps://itunes.apple.com/us/artist/maria-gentlewhispering/id1048320316Disclaimer: *** This video is created for relaxation, entertainment and ASMR/tingles/chills inducing purposes only. For more information about ASMR phenomenon please click here: http://en.wikipedia.org/wiki/Autonomous_sensory_meridian_response This video cannot replace any medication or professional treatment. If you have sleep/anxiety/psychological troubles please consult your physician. Thank you :) ***PayPal (Donations): https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=RA5K2GG7687VJ Email: MariaGentlewhispering@gmail.com11/25/14

Richies, due to an unforeseen production issue, we're unable to bring you a fresh episode of Rich and Weekly today. Instead, please enjoy an encore presentation of our RICH AND WEEKLY HOLIDAY EXTRAVAGANZA! Special guest - Sirius XM host - John Hill drops by to quiz Brooke and Aricia on holiday-themed trivia. Then we dip into the Rich and Weekly mailbag to answer your most pressing questions. And finally, it wouldn't be the holidays without the tradition we brought with us from Rich and Weekly - the crowning of that one celebrity we named the “Gift that Keeps on Giving” for 2024. Happy Holidays - for the second time - Richies. See you with an all-fresh episode next week.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hello you beautiful people!We start the show with a Chirstmas Not So Classic. It's called Christmas Day and it's by the British band Squeeze. Released at the height of their success it failed to even chart.Have a listen here:https://www.youtube.com/watch?v=IB6BIYjPeHMNext up it's our podcast barman Bob Baker with Do You Hear What I Hear? and he's talking to us about the word bonnet.Then it's the return of What The Dickens. I look at the village where Scrooge is taken by the Ghost of Christmas Past. It's based on a town called Medway where Dickens spent much of his childhood.After that it's The Christmas Quiz. I scored a measily 6.5, why not let me know your score so I you get to hear your name in the next episode.Then Bob is back with Where Are You Christmas and he takes us to the town of Drobak in Norway where it's Christmas all year round.Check out Bob's podcast, Festive Foreign Film Fans here:https://4fpodcast.buzzsprout.com/It's been a while, but it's time for anther look at a Muppet Christmas Special and this time it's Elmo's World Happy Holidays. It might be aimed at pre-schoolers, but I watch it most years and love it.Watch it here:https://www.youtube.com/watch?v=M0K3YtCORdMGet in touch:Email: totalchristmas@gmail.comWebsite: totalchristmaspodcast.comMerry Christmas!

Les Badden, film & video guru & event planner extraordinaire, provides a behind-the-scenes view of Nike's magic making process during the company's golden era.  Tiger Catcher Poster: https://sportsposterwarehouse.com/products/lance-parrish-tiger-catcher-1983-detroit-tigers-vintage-wall-poster-nike-incListeners, please subscribe to Heavy Hitter Sports wherever you listen to podcasts so that you don't miss any future episodes. Ideally, please also rate and review the show. And share this episode with a coworker, friend or family member who it might benefit. Feel free to reach out if you have suggestions re future episode guests or topics. Mark's contact info is noted below. Many thanks. Happy Holidays!mphochgesang@gmail.com971-985-6909

In this 2024 Holiday Episode, we imagine a year where, Eve and Roarke are so busy with their jobs or with that they did not have time to plan their annual Christmas Party. This is unacceptable to Mavis, so Mavis decides to plan a surprise Christmas party for Eve and Roarke (which Roarke would love and Eve would hate). But Eve and Roarke realize they don’t have gifts for anyone at the party, so they rush to their gift room to find gifts for everyone. So, given this scenario, we found 30 luxury gifts that they might find in the gift room, one gift for each person at the party. We will say a character name randomly, and then we will both decide what gift Eve and Roarke would give each of their friends. It’s a really fun episode! We hope you enjoy the episode and Happy Holidays!

Growing up on the water with fishing in their blood, Matt Arey and Bryan Thrift have spent the last 15 years competing against the biggest names in professional bass fishing. Their success has landed them ranked among the top anglers in the world. If you're looking to become a better angler, then this show has all the answers. Join us and follow along to get actionable tips, tactics, and tried and true techniques directly from the pros. Welcome to Let's Talk Fish! Thanks for all the support! Matt, Bryan and Jeff

Dave and Christian review and rate a bunch of top horror lists.  Merry Christmas and Happy Holidays to you all - Hope you enjoy!

In this week's show, Deb and Samantha share heartwarming stories that truly demonstrate what it means to BE THE LIGHT.Wishing you and your family a happy holiday season and a blessed new year!Thanks for listening! If you enjoy the show, please tell a friend, subscribe, rate and leave us a kind review. Don't forget to join our community on Facebook by searching Psychic Teachers.  If you have a question or story to share with us, send us an email at psychicteachers@gmail.com.  For more information on us, check out our websites: debbowen.com and samanthafey.com.You can also find Samantha on Instagram @samanthaofey.  Signed copies of Samantha's book Heavenly Alliance and The Awake Dreamer are available at samanthafey.com.Be sure to check out her other podcast Enlightened Empaths.  Have a great week. Be the Light!

This is a rerun episode, and trust me, it's one you'll want to hear again.The holiday season can bring all kinds of emotions—joy, stress, even overwhelm—and as entrepreneurs, it's easy to get caught in the hustle or feel the weight of year-end pressures. In this episode, I reflect on how to use the natural pause of the holidays to reset, realign, and prepare for your best year yet.We talk about prioritizing presence, gratitude, and clarity—not just for the New Year but starting today. Treat yourself like the MVP of your team because you are the foundation of your success. Let's create habits and environments that truly serve you and set you up to win.Five Game-Changing Action StepsMaster the Art of Pausing: Use the holidays to intentionally step back, reflect, and identify what habits and routines no longer serve you.Treat Yourself Like the Star Player: Commit to self-care and invest in your growth as if you're the highest-paid athlete on your team.Embrace Gratitude as a Tool: Start each day by celebrating your wins, no matter how small, to foster a positive mindset and momentum.Redesign Your Environment: Use this time to clean up physical and mental spaces, creating an environment that supports your vision and goals.Set Goals with Today in Mind: Forget waiting for January 1—begin now by making decisions and commitments that align with the life you want to build.Follow me on Instagram @itsgeorgebryant for more reflections and strategies to crush your goals in 2025.Listen, reflect, and take action. Let this holiday season be the reset you need to start building your dream life today. Merry Christmas and Happy Holidays!

God bless us everyone! It's time to recast the Charles Dicken classic “A Christmas Carol” with professional wrestlers!We've got tons of options for our Ebenezer Scrooge, Ghosts of Christmas Past, Present and Future, Bob Cratchit, Tiny Tim and more.Will Colt Cabana scowl his way into our hearts? Where does William Regal fit in for a production he seems born to contribute to? It's going to be a joy to discover!Merry Christmas and Happy Holidays to the world!Hosted by Hal Lublin, Danielle Radford, and Lindsey Kelk.Produced by Julian Burrell for Maximum Fun.The music for our new promo is provided by Incompetech.comIf you want to talk about more wrestling throughout the week be sure to join us on Facebook and @TightsFights on Instagram. If you liked the show, please share it with your friends and be sure to leave us a quick review on Apple Podcasts or wherever you get podcasts.Plus our T-Shirt is available now!

Happy Holidays everybody! This is our best Xmas special to date, with special guest appearances from so many of the FFD family.Plus, we run through some underrated Xmas specials, our annual gift exchange and answer some of your mailbag questions.Thanks again for an amazing 2024 and let's make 2025 our biggest year yet!Support the Four Finger Discount Network for EARLY & AD-FREE access to every show we produce, as well as 100 hours of exclusive content! Join the FFD family today at patreon.com/fourfingerdiscountListen on Spotify - spoti.fi/4fDcSY0Listen on Apple Podcasts - apple.co/4dgpW3ZCHECK OUT OUR OTHER PODCASTS:Toon'd In! with Jim Cummings - spreaker.com/show/toond-in-with-jim-cummingsGoin' Down To South Park - spreaker.com/show/goin-down-to-south-parkThe Movie Guide with Leonard Maltin - themovieguidepodcast.comThe One About Friends - spreaker.com/show/the-one-about-friends-podcastTalking Seinfeld - spreaker.com/show/talking-seinfeldSpeaKing Of The Hill - spreaker.com/show/speaking-of-the-hill-a-king-of-the-hill-The Office Talk - spreaker.com/show/the-office-talk-podcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/four-finger-discount-simpsons-podcast--5828977/support.

We'll be back with our regularly scheduled episodes on January 9th, but in the meantime we thought it would be fun to revisit Matt's first episode as a regular host. Happy Holidays! Hosted on Acast. See acast.com/privacy for more information.

Happy Holidays from the goodsugar podcast! Marcus Antebi and Ralph Sutton address the difficulties of having Seasonal Affective Disorder (SAD) and how to manage the symptoms, pulling yourself out of depression. Ralph's bad experience with being sick, the importance of getting outside even when it's cold, how to blank out the mind and becoming "the observer," feelings of insecurity in public, easy steps to help yourself, using technology to help instead of hurt and so much more! TEXT us your questions at 718-306-3906! The goodsugar store is the epitome of cool, nestled at 3rd avenue + 69th street!

The holiday season provides an opportunity for introspection. It is a time to evaluate the choices we have made and to envision a brighter future. We must question our motivations and ensure that our deals are not driven solely by external forces or societal expectations. Instead, they should be in harmony with our authentic selves and the lives we genuinely want to create. Building a business or making investments should not be solely for the sake of growth or validation. It should be a means to craft the life we desire. I recall a theme from my EO forum years ago that focused on the "ideal life now." It's a powerful concept that reminds us to seize the present moment and make the most of it. Tomorrow is uncertain, and we owe it to ourselves to live our ideal lives today. As we reflect on the past year and prepare for the new one, let us consider how we can have more of our ideal lives now. Deals can play a significant role in this pursuit. They can be the catalysts for growth, fulfillment, and alignment with our vision and values. By embracing deals that resonate with our deepest desires, we can create a life that is truly meaningful and purposeful. Happy holidays and may the new year bring you closer to the freedom and prosperity that your deal quest holds.• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/https://www.coreykupfer.com/dealden Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

The Ninjas are back for the last episode of the year. For this episode, the guys are joined by Dominican Khaled, Robby, and Ra. The group discusses the Karate Kid: Legends trailer (53:40), Jared Leto being cast as Skeletor in the live-action Masters Of The Universe movie (57:17), Video Games we are looking forward to in 2025 (1:37:10) the new Superman trailer(1:50:00) plus more! Happy Holidays!Picks:Domino | The Ultimatum: Marry or Move On | GrisHesh | DandadanDominican Khaled | Skul: The Hero Slayer | Brooklyn Nine-NineRobby | Toy StoryRa | Severance | Presumed Innocent | MuttHelp support the show by becoming a Patron: https://www.patreon.com/Thedojotheisgang.Send us questions: @TheDojo203@gmail.com.Join the Discord: https://discord.gg/RKpjgVBUQX.Watch us live on Twitch:https://www.twitch.tv/thedojoisgangSubscribe to our YouTube channel: https://www.youtube.com/@TheDojoPodcast203.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dojo-w-domino-hesh-jones--4652058/support.

Happy Holidays! Please enjoy this Best Of episode. Clark returns January 3rd. Only 1 in 4 people realize you can negotiate on items you think come at a fixed price. You can negotiate everything from the price of a new car to your cable bill to large appliances. Also, social media is full of pitches selling supplements and powders with claims they can improve your health and change your life. Not so fast. What you need to know about dietary supplements.  Price Negotiation: Segment 1 Ask Clark: Segment 2 Warning: Dietary Supplements: Segment 3 Ask Clark: Segment 4 Mentioned on the show: A Guide To Negotiating For Cars, TV Bills, Home Renos And More Is It Worth Buying High-End Appliances? Here's How Long Your Home Appliances Should Last The best time and place to buy appliances Submit a complaint | Consumer Financial Protection Bureau Dietary supplements and protein powders fall under a ‘wild west' of unregulated products that necessitate caveats and caution — The Conversation How To Avoid Fraud With Herbal Supplements ConsumerLab.com /  NSF International /  U.S. Pharmacopeia Consumer Federation of America Life Insurance Rate of Return Service How To Find and Claim Missing Money in Your Name Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

How fun! It's the Valleycast LIVE! Steve did a twitch live stream with YOU the listeners/patrons of The Valleyfolk, and played Jackbox Games Quiplash 3! Please enjoy this special, and unhinged holiday Vcast! Music/SFX: If you like our sounds, sign up for ONE FREE MONTH on us at Epidemic Sound! Over 30,000 songs: http://share.epidemicsound.com/n96pc Merry Christmas, Happy Hanukkah, Happy Holidays, and Happy New Year. WTF happened to 2024?!

Happy Holidays! For our Christmas show this year Ralph Sutton and Dov Davidoff will review their favorite live performances of the year in between exchanging gifts and giving presents to Shannon and AJ. Some live performances include Vertical Horizon, Sawyer Hill, Trixter, Kula Shaker and more!(Air Date: December 25th, 2024)Support our sponsors!YoDelta.com - Use promo code: Gas to get 25% off!To advertise your product or service on GaS Digital podcasts please go to TheADSide.com and click on "Advertisers" for more information!The SDR Show merchandise is available at https://podcastmerch.com/collections/the-sdr-showYou can watch The SDR Show LIVE for FREE every Wednesday and Saturday at 9pm ET at GaSDigitalNetwork.com/LIVEOnce you're there you can sign up at GaSDigitalNetwork.com with promo code: SDR for discount on your subscription which will give you access to every SDR show ever recorded! On top of that you'll also have the same access to ALL the shows that GaS Digital Network has to offer!Follow the whole show on social media!Dov DavidoffTwitter: https://twitter.com/DovDavidoffInstagram: https://instagram.com/DovDavidoffRalph SuttonTwitter: https://twitter.com/iamralphsuttonInstagram: https://www.instagram.com/iamralphsutton/The SDR ShowTwitter: https://twitter.com/theSDRshowInstagram: https://www.instagram.com/thesdrshow/GaS Digital NetworkTwitter: https://twitter.com/gasdigitalInstagram: https://www.instagram.com/gasdigital/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Original Release Date November 22, 2024: Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump's victory could mean for new trade relationships.----- Transcript -----Andrew Sheets: 2024 was a year of transition for economies and global markets. Central banks began easing interest rates, U.S. elections signaled significant policy change, and Generative AI made a quantum leap in adoption and development.Thank you for listening throughout 2024, as we navigated the issues and events that shaped financial markets, and society. We hope you'll join us next year as we continue to bring you the most up to date information on the financial world. This week, please enjoy some encores of episodes over the last few months and we'll be back with all new episodes in January. From all of us on Thoughts on the Market, Happy Holidays, and a very Happy New Year. Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's US Public Policy Strategist.Nikolaj Lippmann: And I'm Nik Lippmann, Morgan Stanley's Chief Latin American Equity Strategist.Ariana Salvatore: Today, we're talking about the impact of the US election on Mexico's economy, financial markets, and its trade relationships with both the US and China.It's Friday, November 22nd at 10am in New York.The US election has generated a lot of debate around global trade, and now that Trump has won, all eyes are on tariffs. Nik, how much is this weighing on Mexico investors?Nikolaj Lippmann: It's interesting because there's kind of no real consensus here. I'd say international and US investors are generally rather apprehensive about getting in front of the Trump risk in Mexico; while, interestingly enough, most Mexico-based investors and many Latin American investors think Trump is kind of good news for Mexico, and in many cases, even better news than Biden or Harris. Net, net, Mexican peso has sold off. Mexico's now down 25 per cent in dollar terms year to date, while it was flat to up three, four, 5 per cent around May. So, we've already seen a lot being priced then.Ariana, what are your expectations for Trump's trade policy with regards to Mexico?Ariana Salvatore: So, Mexico has been a big part of the trade debate, especially as we consider this question of whether or not Mexico represents a bridge or a buffer between the US and China. On the tariff front, we've been clear about our expectations that a wide range of outcomes is possible here, especially because the president can do so much without congressional approval.Specifically on Mexico, Trump has in the past threatened an increase in exchange for certain policy concessions. For example, back in 2019, he threatened a 5 per cent tariff if the Mexican government didn't send emergency authorities to the southern border. We think given the salience of immigration as a topic this election cycle, we can easily envision a scenario again in which those tariff threats re-emerge.However, there's really a balance to strike here because the US is Mexico's main trading partner. That means any changes to current policy will have a substantial impact.So, Nik, how are you thinking about these changes? Are all tariff plans necessarily a negative? Or do you see any potential opportunities for Mexico here?Nikolaj Lippmann: Look, I think there are clear risks, but here are my thoughts. It would be very hard for the United States to de-risk from China and de-risk from Mexico simultaneously. Here it becomes really important to double-click on the differences in the manufacturing ecosystems in North America versus Southeast Asia and China.The North American model is really very integrated. US companies are by a mile the biggest investor. In Mexico – and Mexican exports to the US kind of match the Mexican import categories – the products go back and forth. Mexico has evolved from a place of assembly to a manufacturing ecosystem. 25 years ago, it was more about sending products down, paint them blue, put a lid on it. Now there's much more value add.The link, however, is still alive. It's a play on enhancing US competitiveness. You can kind of, as you did, call it a China buffer; a fender that helps protect US competitiveness. But by the end of the day, I think integration and alignment is going to be the key here.Ariana Salvatore: But of course, it's not just the direct trade relationship between the US and Mexico. We need to also consider the global geopolitical landscape, and specifically this question of the role of China. What's Mexico's current trade policy like with China?Nikolaj Lippmann: Another great question, Ariana, and I think this is the key. There is growing evidence that China is trying to use Mexico as a China bridge.And I think this is an area where we will see the biggest adjustments or need for realignment. This is a debate we've been following. We saw, with interest, that Mexico introduced first a 25 per cent tariff and then a 35 per cent tariff on Chinese imports. And saw this as the initial signs of growing alignment between the two countries.However, Mexican import from China never really dropped. So, we started looking at like the complicated math saying 35 per cent times $115 billion of import. You know, best case scenario, Mexico should be collecting $40 billion from tariffs; that's huge and almost unrealistic number for Mexico. Even half of that would go a long way to solve fiscal challenges in that country.However, when we started looking at the actual tax collection from Chinese imports, it was closer to $3 billion, as we highlighted in a note with our Mexico economist just recently. There's just multiple discounts and exemptions to effective tariffs at neither 25 per cent nor 35 per cent, but actually closer to 2.5 [or] 3 per cent. I think there's a problem with Chinese content in Mexican exports, and I think it's likely to be an area that policymakers will examine more closely. Why not drive-up US or North American content?Ariana Salvatore: So, it sounds like what you're saying is that there is a political, or rhetorical at least, alignment between the US and Mexico when it comes to China. But the reality is that the policy implementation is not yet there.We know that there's currently nothing in the USMCA treaty that prevents Mexico from importing goods from China. But a lot has changed over the past four years, even since the pandemic. So, looking forward, do you expect Mexico's policy vis-a-vis China to change after Trump takes office?Nikolaj Lippmann: I think, I certainly think so, and I think this is again; this is going to be the key. As you mentioned, there's nothing in the USMCA treaty that prevents Mexico from buying the stuff from China. And it's not a customs union. Mexican consumers, much like American consumers, like to buy cheap stuff.However, the geopolitics that you refer to is important. And when I reflect, frankly, on the bilateral relationship between the two countries, I think Mexican policymakers need to perhaps pause and think a little bit about things like the spirit of the treaty and not just the letter of the treaty; and also about how to maintain public opinion support in the United States.By the end of the day, when we see what has happened with regards to China after the pandemic, it has been a significant change in political consensus and public opinion. When I think Americans are not necessarily interested in just using Mexico as a China bridge for Chinese products.During the first Trump administration, the NAFTA agreement was renegotiated as the US Mexico Canada agreement, the USMCA, that took effect or took force in mid 2020. This agreement will come under review in 2026.Ariana, what are the expectations for the future of this agreement under the Trump administration?Ariana Salvatore: So, I think this USMCA review that's coming up in 2026 is going to be a really critical litmus test of the US-Mexico relationship, and we're going to learn a lot about this China bridge or buffer question that you mentioned. Just for some very brief context, that agreement as you mentioned was signed in 2020, but it includes a clause that lets all parties evaluate the agreement six years into a 16-year time horizon.So, at that point, they can decide to extend the agreement for another 16 years. Or to conduct a joint review on an annual basis until that original 16 years lapses. So, although the agreement will stay in force until at least 2036, the review period, which is around June of [20]26, provides an opportunity for the signing parties to provide recommendations or propose changes to the agreement short of a full-scale renegotiation.We do see some overlapping objectives between the two parties. For example, things like updating the foundation for digital trade and AI, ensuring the endurance of labor protections, and addressing Mexico's energy sector. But Trump's approach likely will involve confronting the auto EV disputes and could possibly introduce an element of immigration policy within the revision. We also definitely expect this theme of Chinese investment in Mexico to feature heavily in the USMCA review discussions.Finally, Nik, keeping in mind everything that we've discussed today, with global supply chains getting rewired post the pandemic, Mexico has been a beneficiary of the nearshoring trend. Do you think this is going to change as we look ahead?Nikolaj Lippmann: So, look, we [are] still underweight Mexico, but I think risk ultimately biased with the upside over time with regards to trade.We need evidence to be able to lay it out, these scenarios; Mexico could end up doing quite well with Trump. But much work needs to be done south of the border with regards to all the areas that we just mentioned there, Ariana.When we reflect on this over the next couple of years, there's a couple of things that really stand out. Number one is that first wave of reshoring or nearshoring, which was really focused on brownfield. It was bringing our manufacturing ecosystems where we already had existing infrastructure.What is potentially next, and what we're going to be watching in terms of sort of policy maker incentives and so on, will be some of the greenfield manufacturing ecosystems. That could involve things like IT hardware, maybe EV batteries, and a couple of other really important sectors.Ariana Salvatore: And that's something we might get some insight into when we hear personnel appointments from President-elect Trump over the coming months. Nik, thanks so much for taking the time to talk.Nikolaj Lippmann: Thank you very much, Arianna.Ariana Salvatore: And thank you for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen, and share the podcast with a friend or colleague today.

From 'Rico Brogna' (subscribe here): Happy Holidays from Evan and Hoff. The next few episodes will be a three part series. The top 20 home runs in Mets history. Here's the finale to this three parter. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

It's hard being a kid with little agency, little control, little ability to speak up and not just be heard but be believed. The Haunted Window believes in you. All you have to do is knock for once yes, twice for no, and be prepared for the answers.  Enjoy! Happy Holidays to you! We'll see you on the other side in 2025! support our podcast on Patreon! Follow us on Facebook and Instagram. Send us your stroy at youcanseemeinthedark@gmail.com or on our website. Episode art work by @vonmuren         All music from Universal Production Music

Happy Holidays from Rico and The Man! Peter wonders how they fit so many animals inside Radio City, Rob experiences a risqué rendition of Star Wars, the internet body shames Sydney Sweeney and the podcast gets a surprise visit from the one and only "Emilia". www.ricoandtheman.com TWITTER: @RICOANDTHEMAN EMAIL: ricomanpodcast@gmail.com EVERYTHING ELSE: https://linktr.ee/Ricoandtheman

Happy Holidays, It's our last Spellburn of the year, Judge James is out there riding his reindeer so we have a special guest host with us tonight – Judge Joey Royale from Joey Royale's Pizza Party!  And our special guest tonight, the atomic overlord himself, Christopher Rick of double ziggurat fame–  we'll talk atomic clock […]

Happy Holidays! Please enjoy this Best Of episode. Clark returns January 3rd. How do we determine our “magic number” - the amount we need to retire? Clark weighs in on the debate about how much it takes to be financially secure, and how to start and keep making progress. Also today -private placements, hedge funds, limited partnerships, private equity - beware of this type of non-traditional investment “opportunity”. Even when they're legit, there's no liquidity, and extremely high expenses. It pays to know why you need to avoid investing with anyone who is not a fiduciary. How Much Do You Need To Retire: Segment 1 Ask Clark: Segment 2 Risky Investment Pitches: Segment 3 Ask Clark: Segment 4 Mentioned on the show: How Much Do You Need To Retire? How to Start Investing: 10 Steps (Clark.com) How To Save Money: Spend Less & Build Your Savings Warning: Here's What Those Debt Settlement Companies Don't Tell You Clark Howard's 2024 Credit Card Debt Elimination Strategy 6 Things To Know Before Contacting the National Foundation for Credit Counseling Best 529 College Savings Plans By State How To Open a Roth IRA The AJC: Atlanta hedge fund manager charged in $10M fraud scheme Best Financial Advisors in 2024 Should You Make Your Child an Authorized User on Your Credit Card? Best Credit Cards for Students: Top Picks for 2024 Travel Archives - Clark Howard 4 Ways To Get Your Free Credit Score Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The holidays are upon us, and thus it's time to roll out an old Sacred Symbols tradition: Our list of the most remarkable, interesting, confounding, and notable moments in the world of PlayStation for the calendar year. As usual, each of us has chosen five 'moments' -- that's 15 total -- and they all involve the PlayStation ecosystem in some way, some literally and obviously, while others more loosely and casually. So let's chat about Helldivers 2's meteoric success, the collapse of Concord and Firewalk, Xbox's wide-ranging publishing capitulation to Sony, the lead-up to (and launch of) PS5 Pro, the PlayStation brand's uneven 30th anniversary celebration, Sony's decision to publish Horizon on Switch, the furor around Stellar Blade, confirmation of a new PlayStation handheld in the years to come, and much, much more. Happy Holidays; please enjoy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Happy Holidays! Enjoy a throwback episode from December 2022. We've never received more questions submissions for a guest than for Ms. Zanab Jaffrey (Love Is Blind, Season 3). We dove into THE CUTIES debacle, her experience as a WOC dating a white man on TV, that epic wedding breakup, and more!This episode is brought to you by QUINCE. If you're ready to get all of your fall wardrobe essentials, refresh your home with new autumn decor, and sleep on the softest sheets of your life, go to https://quince.com/2bg1r . This episode is brought to you by BetterHelp. Give online therapy a try at betterhelp.com/2BG1R and get on your way to being your best self.Love the show and want it AD FREE, with more BONUS CONTENT? Join the Rose Garden on Patreon.CONNECT WITH US: Instagram | Twitter | TikTok | MerchEMAIL: 2blackgirls1rose@gmail.comFollow Natasha's Substack The Nite Owl: theniteowl.substack.comFollow Justine for beauty content: @justlydiak Hosted on Acast. See acast.com/privacy for more information.

Original Release Date November 26, 2024: Morgan Stanley's CIO and Chief U.S. Equity Strategist Mike Wilson joins Andrew Pauker of the U.S. Equity Strategy team to break down the key issues for equity markets ahead of 2025, including the impact of potential deregulation and tariffs.----- Transcript -----Andrew Sheets: 2024 was a year of transition for economies and global markets. Central banks began easing interest rates, U.S. elections signaled significant policy change, and Generative AI made a quantum leap in adoption and development.Thank you for listening throughout 2024, as we navigated the issues and events that shaped financial markets, and society. We hope you'll join us next year as we continue to bring you the most up to date information on the financial world. This week, please enjoy some encores of episodes over the last few months and we'll be back with all new episodes in January. From all of us on Thoughts on the Market, Happy Holidays, and a very Happy New Year. Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist.Andrew Pauker: And I'm Andrew Pauker from our US Equity Strategy Team.Mike Wilson: Today we'll discuss our 2025 outlook for US equities.It's Tuesday, November 26th at 5pm.So let's get after it.Andrew Pauker: Mike, we're forecasting a year-end 2025 price target of 6,500 for the S&P 500. That's about 9 percent upside from current levels. Walk us through the drivers of that price target from an earnings and valuation standpoint.Mike Wilson: Yeah, I mean, I think, you know, this is really just rolling forward what we did this summer, which is we started to incorporate our economists' soft-landing views. And, of course, our rate strategist view for 10-year yields, which, you know, factors into valuation.We really didn't change any of our earnings forecast. That's where we've been very accurate. What we've been not accurate is on the multiple. And I think a lot of clients have also -- investors -- have been probably a little bit too conservative on their multiple assumption. And so, we went back and looked at, you know, periods when earnings growth is above average, which is what we're expecting. And that's just about 8 percent; anything north of that. Plus, when the Fed is actually cutting rates, which was not the case this past summer, it's just very difficult to see multiples go down. So, we actually do have about 5 percent depreciation in our multiple assumption on a year-over-year basis, but still it's very high relative to history.But if the base case plays out, but from an economic standpoint and from a rate standpoint, it's unlikely earnings rates are going to come down. So, then we basically can get all of the appreciation from our earnings forecast for about, you know, 10-12 percent; a little bit of a discount from multiples, that gets you your 9 percent upside.I just want to, you know, make sure listeners understand that the macro-outcomes are still very uncertain. And so just like this year, you know, we maybe pivot back and forth throughout the year … as [it] becomes [clear], you know, what the outcome is actually going to be.For example, growth could be better; growth could be worse; rates could be higher; the Fed may not cut rates; they may have to raise rates again if inflation comes back. So, I would just, you know, make sure people understand it's not going to be a straight line no matter what happens. And we're going to try to navigate that with, you know, our style sector picks.Andrew Pauker: There are a number of new policy dynamics to think through post the election that may have a significant impact on markets as we head into 2025, Mike. What are the potential policy changes that you think could be most impactful for equities next year?Mike Wilson: Yeah, and I think a lot of this started to get discounted into the markets this fall, you know, the prediction polls were kinda leaning towards a Republican win, starting really in June – and it kind of went back and forth and then it really picked up steam in September and October. And the thing that the markets, equity market, are most excited about I would say, is this idea of deregulation. You know, that's something President-elect Trump has talked about. The Republicans seem to be on board with that. That sort of business friendly, if you will, kind of a repeat of his first term.I would say on the negative side what markets are maybe wary about, of course, is tariffs. But here there's a lot of uncertainty too. We obviously got a tweet last night from President-elect Trump, and it was, you know, 10 percent additional tariffs on certain things. And there's just a lot of confusion. Some stocks sold off on that. But remember a lot of stocks rallied yesterday on the news of Scott Bessent being announced as Treasury Secretary because he's maybe not going to be as tough on tariffs.So, what I view the next two months as is sort of a trial period where we're going to see a lot of announcements going out. And then the people in the cabinet positions who are appointed along with the President-elect are going to look at how the market reacts. And they're going to want to try to, you know, think about that in the context of how they're going to propose policy when they actually take office.So, a lot of volatility over the next two months as these announcements are kind of floated out there as trial balloons. And then, of course, you also have the enforcement of immigration and the impact there on growth and also labor supply and labor costs. And that could be a net negative in the first half of next year. And so, look, it's going to be about the sequencing. Those are the two easy ones that you can see – tariffs of some form, and of course, immigration enforcement. And those are probably the two biggest potential negatives in the first half of next year.Andrew Pauker: Mike, the title of our Outlook is “Stay Nimble Amid Changing Market Leadership,” and I think that reflects our mentality when it comes to remaining focused on capturing the leadership changes under the surface of the market. We rotated from a defensive posture over the summer to a more pro-cyclical stance in the fall. Talk about our latest views when it comes to positioning across styles, themes, and sectors here.Mike Wilson: Yeah, I mean, you know, you have to understand that that pivot was not about the election as much as it was about kind of the economy, moving from the risk of a hard landing, which people were worried about this summer to, soft landing again. And then of course we got the Fed to, you know, aggressively begin a new rate cutting cycle with 50 basis points, which was a bit of a surprise given, you know, the context of a still decent labor markets.That was the main reason for kind of the cyclical pivot, and then, of course, the election outcome sort of turbocharges some of that. So that's why we're sticking with it for now.So, to be more specific, what we basically did was we went to quality cyclical rotation. What does that mean? It means, you know, we prefer things like financials, maybe industrials, kind of a close second from a sector standpoint. But this quality feature we think is important for people to consider because interest rates are still pretty high. You know, balance sheets are still a little stretched and, you know, price levels are still high.So that means that lower quality businesses -- and the stocks of those lower quality businesses -- are probably a higher risk than we want to assume right now. But going into year end first and in 2025, we're going to stick with what we've sort of been recommending. On the defensive side. We didn't abandon all of them – because of , you know, we don't know how it's going to play out. So, we kept Utilities as an overweight because it has some offensive properties as well – most notably lever to kind of this, power deficiency within the United States. And that, of course with deregulation, a new twist on that could be things like natural gas, deployment of, you know, natural gas resources, which would help pipelines, LNG facilities potentially, and also, new ways to drive electricity production.So, with that, Andrew, why don't you maybe dig in a little bit deeper on our financials column, and why it's not just, you know, about the election and kind of a rotation, but there's actually fundamental drivers here.Andrew Pauker: Yeah, so Financials remains our top sector pick, following our upgrade in early October. And the drivers of that view are – a rebounding capital markets backdrop, strong earnings revisions, and the potential for an acceleration in buybacks into next year. And then post the election, expectation for deregulation can also continue to drive performance for the sector in addition to those fundamental catalysts. And then finally, even with the outperformance that we've seen for the group, over the last month and a half or so, relative valuation remains on demand – and kind of the 50th percentile of historical levels.So, Mike, I want to wrap up by spending a minute on investor feedback to our outlook. Which aspects of our view have you gotten the most questions on? Where do investors agree and where do they disagree?Mike Wilson: Yeah, I mean, it's sort of been ongoing because, as we noted, we really pivoted, more constructively on kind of a pro-cyclical basis a while ago. And the pushback then is the same as it is now, which is that equities are expensive. And I mean, quite frankly, the reason we pivoted to some of these more cyclical areas is because they're not as expensive. But that doesn't take away from the fact that stocks are pricey. And so, people just want to understand this analysis that, you know, we did this time around, which kind of just shows why multiples can stay higher.They do appreciate that, you know, things can change. So, you know, we need to be, you know, cognizant of that. I would say, there's also debate around small caps. You know, we're neutral on small caps; we upgraded that about the same time after having been underweight for several years.I think, you know, people really want to get behind that. It's been a; it's been a trade that people have gotten wrong, repeatedly over the last couple years trying to buy small caps. This time it seems like there may be some more behind it. We agree. That's why we went to neutral. And I think, you know, there are people who want to figure out, well, why? Why don't we go overweight now? And what we're really waiting for is for rates to come down a bit more. It's still sort of a late cycle environment. So, you know, typically you want to wait until you kind of see the beginnings of a new acceleration in the economy. And that's not what our economists are forecasting.And then the other area is just this debate around government efficiency. And this is where I'm actually most excited because this is not priced at all in my view. There's so much skepticism around the ability or, you know, the likelihood of success in shrinking the government. That's not really what we're, you know, hoping for. We're just hoping for kind of a freezing of government spending. And it's so important to just, to think about it that way because that's what the fiscal sustainability question is all about, where then rates can stay contained. But then if you take it a step further, you know, our view for the last several years has been that the government has been essentially crowding out the private economy, and that really has punished small, medium businesses as well as many consumers.And so, by shrinking or at least freezing the size of the government and redeploying those efforts into the private economy, we could see a very significant increase in productivity, but also see a broadening out in this rally. I mean, one of the reasons the market's been; equity market's been so narrow is because is because scale really matters in this crowded out, sort of environment.If that changes, that creates opportunity at the stock level and that broadening out, which is a much healthier bull market potential.So, what are you hearing from investors, Andrew?Andrew Pauker: Yeah, I mean, I think the debate now, in addition to the factors that you mentioned, is really around the consumer space. A lot of pessimism is in the price already for consumer discretionary goods on the back of – kind of wallet share shift from goods to services, high price levels and sticky interest rates in addition to the tariff risk.So, what we did in our note this week is we laid out a couple of drivers that could potentially get us more positive on that cohort. And those include a reversion in terms of the wallet share shift actually back towards goods. I think that would be a function of lower price levels. Lower interest rates – our rate strategists expect the 10-year yield to fall to 355 by year end 2025. So that would be a constructive backdrop for some of the more interest rate sensitive and housing areas within consumer discretionary.Those are all factors that watching closely in order to get more constructive on that space. But that is another area of the market that I have received a good amount of questions on.Mike Wilson: That's great, Andrew. Thanks a lot. Thanks for taking the time to talk today.Andrew Pauker: Thanks, Mike. Anytime.Mike Wilson: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

From the SOFREP team to you, Merry Christmas, Happy Holidays & Happy New Year! Tom Kilgannon is the President of Freedom Alliance, an organization dedicated to supporting military personnel, veterans, and their families. With a strong commitment to defending American values and advocating for the well-being of those who serve in the armed forces, Kilgannon has played a key role in shaping the organization's initiatives. Under his leadership, Freedom Alliance has focused on providing scholarships, financial aid, and other essential services to veterans and their families, while also promoting policies that protect American freedom and security.See omnystudio.com/listener for privacy information.

Nick Schiffer and Tyler Grace discuss the challenges and successes of their businesses in 2024 as well as their goals and plans for both business and Modern Craftsman in 2025. Happy Holidays and Happy New Year to you all! Get the Modern Craftsman Marketing and Lead Generation Course: https://modern-craftsman.teachable.com/ Use code "MC2024" to receive $200 off through Dec. 31, 2024   Partners:  Andersen Windows Buildertrend Velux   The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media Tyler's Top Blogs: How I Started My Business Books that Build Site Protection Principles My Preconstruction Process: Part 1 Becoming Proficient in Multiple Trades

On episode 389, we are joined by Patrick Armstrong of VETTED and Cristina Gomez! Together, they help Ryan count down the biggest moments of UFOlogy in 2024. It's the good, the bad, and the ugly, as we look back at the turbulent year its been and where we may be heading in 2025 and beyond! Wishing all of you a very Happy Holiday season and New Year!Subscribe to VETTED: https://youtube.com/@VETTEDPODCAST?si=Z6SHLRnJqA4i4-VXSubscribe to Cristina Gomez: https://youtube.com/@CristinaG?si=mBujASGquMN0Q9UmBook Ryan on CAMEO at: https://bit.ly/3kwz3DOPatreon: http://www.patreon.com/somewhereskiesByMeACoffee: http://www.buymeacoffee.com/UFxzyzHOaQPayPal: Sprague51@hotmail.comDiscord: https://discord.gg/NTkmuwyB4FBluesky: https://bsky.app/profile/ryansprague.bsky.socialTwitter: https://twitter.com/SomewhereSkiesInstagram: https://www.instagram.com/somewhereskiespod/Letterboxd: https://letterboxd.com/Sprague51/Order Ryan's new book: https://a.co/d/4KNQnM4Order Ryan's older book: https://amzn.to/3PmydYCStore: http://tee.pub/lic/ULZAy7IY12URead Ryan's articles at: https://medium.com/@ryan-sprague51Opening Theme Song, "Ephemeral Reign" by Per KiilstofteProduced by LIONSGATECopyright © 2024 Ryan Sprague. All rights reservedSupport this show http://supporter.acast.com/somewhere-in-the-skies. Hosted on Acast. See acast.com/privacy for more information.

This week the boys talk about their favorite presents, 2024 in film, and the board game Stationfall. Happy Holidays! We'll see you in the New Year!   Music provided by Ben Prunty. Find more at benpruntymusic.com or benprunty.bandcamp.com Additional Music and Sounds by Brian Kupillas. https://wanderinglake.bandcamp.com/ To learn more about our Discord, Patreon, Merch, and more, visit https://spacecatspeaceturtles.com/

Happy Holidays from Still the Place! Courtney, Daphne, and Laura are back with a spirited chat about their holiday plans! Laura is rising to the occasion with her bakes, including trying out an applesauce gingerbread pumpkin loaf! Daphne reveals she likes quiet time to reflect, and Courtney's annual tradition involves eating steak while watching the classic Christmas movie Die Hard! The trio also chats about the joy of doing this podcast and their New Year's plans and resolutions! See omnystudio.com/listener for privacy information.

We are out this week but we hope you're having a safe and festive holiday season. Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy Holidays from Still the Place! Courtney, Daphne, and Laura are back with a spirited chat about their holiday plans! Laura is rising to the occasion with her bakes, including trying out an applesauce gingerbread pumpkin loaf! Daphne reveals she likes quiet time to reflect, and Courtney's annual tradition involves eating steak while watching the classic Christmas movie Die Hard! The trio also chats about the joy of doing this podcast and their New Year's plans and resolutions! See omnystudio.com/listener for privacy information.

Happy Holidays from the Triple Diamond Team at Life After MLM! Here is a fun collections of outtakes and bloopers that happened in 2024 behind the scenes of the podcast. From tangents with guests, to uncontrollable interruptions, enjoy the chaos that happens behind your favorite episodes and thank you for making 2024 our best year yet! Show Notes Out of MLM The BITE Model LAMLM Book Club MLM Dupes How can you help? MLM Change Report Fraud Truth in Advertising Report to your state Attorney General's office! Not in the U.S.? No Problem! Support the Podcast! Website | Patreon | Buy Me a Taco | TikTok | Instagram | Facebook | YouTube | Discord | Merch! Life After MLM is produced by Roberta Blevins. Audio editing is done by the lovely Kayla Craven, video editing by the indescribable RK Gold, and Michelle Carpenter is our Triple Emerald Princess of Robots. Life After MLM is owned by Roberta Blevins 2024. Music : Abstract World by Alexi Action *Some links may be affiliate links. When you purchase things from these links, I get a small commission that I use to buy us tacos. Learn more about your ad choices. Visit megaphone.fm/adchoices

RHOBH and RHOSLC may be off for the next two weeks, but the drama in Housewives has been full steam ahead with no rest for the holidays. First, we check in with this season of RHOSLC sharing some good and some not so good news as Lisa Barlow walks out of the cast trip the last we saw our fav snow flake holders. PK is unhappy with Dorit for many reasons which we break down, Dorit has a holiday message for Kyle and Bozoma, Bronwyn, Stacey Rusch and Katie Ginella relish in their freshmen seasons. The RHOC cast reconcile, eat lunch and exclude Pedranti and Ginella as Tamra and Shannon move one step closer to reconciliation with Victoria Gunvalson left out in the cold.  Melissa Gorga weighs in on Andy Cohen's comments that RHONJ will not even remotely be thought about til 2026, Teresa comes for Melissa in WWHL ratings and the remaining NJ cast members scramble to figure out a plan for the next year.  Mia uses derogatory terms towards Gizelle's daughters, both beg producers to edit it out and Wendy reminds Mia always lies. Happy Holidays.  @behindvelvetrope @davidyontef Listen Now: https://www.patreon.com/c/behindthevelvetrope Learn more about your ad choices. Visit megaphone.fm/adchoices

From 'Rico Brogna' (subscribe here): Happy Holidays from Evan and Hoff. The next few episodes will be a three part series. The top 20 home runs in Mets history. This second episode takes you through home runs 11-20. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Happy Holidays... (Happy HA-LI-DAYS)!The boys are off enjoying ham by the fire so in lieu of a new episode this week Henry & Eddie sit down with new friend of the show - author of For Small Creatures Such as We: Rituals for Finding Meaning in Our Unlikely World - podcaster and producer - Sasha Sagan joins the show to discuss the "Strange Customs" of human-beings, growing up under the paternal guidance of science icons Ann Druyan & Carl Sagan, Santa Clause vs. The Tooth-Fairy, Astrology, and MORE!Last Podcast on the Left returns to our regular scheduling next week with Black Dahlia Murder Part III! Subscribe to SiriusXM Podcasts+ on Apple Podcasts to listen to ad-free new episodes and get exclusive access to bonus content.

Jason and Randy are joined on the aux cord by Matt Price and J-Logic (with Jonah Ray's picks submitted in absentia) once again to share the Best music of 2024. Happy Holidays! Henderson!

Hey friends!! I hope you had a great holiday season. We decided to give it a little break this Friday for Christmas week but I wanted to leave you with a solo episode recapping some of the year, discussing some of my favorite reads of the year and some events I'll be at this spring! ... more »

Original Release Date October 25, 2024: After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what's behind this trend.----- Transcript -----Andrew Sheets: 2024 was a year of transition for economies and global markets. Central banks began easing interest rates, U.S. elections signaled significant policy change, and Generative AI made a quantum leap in adoption and development.Thank you for listening throughout 2024, as we navigated the issues and events that shaped financial markets, and society. We hope you'll join us next year as we continue to bring you the most up to date information on the financial world. This week, please enjoy some encores of episodes over the last few months and we'll be back with all new episodes in January. From all of us on Thoughts on the Market, Happy Holidays, and a very Happy New Year. Chris Snyder: Welcome to Thoughts on the Market. I'm Chris Snyder, Morgan Stanley's US Multi-Industry Analyst. Today I'll discuss the far-reaching implications of shifting industrial production back to the United States. It's Friday, October 25th, at 10am in New York.Global manufacturing is undergoing a seismic shift, and the United States is at the epicenter of this transformation. After decades of offshoring and relying on international supply chains, the pendulum is swinging back toward domestic production. This movement – known as reshoring – is not just a fleeting trend but a strategic realignment of manufacturing capabilities that is indicative of the “multipolar” theme playing out globally.In fact, we believe the US is entering the early innings of re-Industrialization – a multi-decade opportunity that we size at $10 trillion and think has the potential to restore growth to the US industrial economy following more than 20 years of stagnation. The reshoring of manufacturing to the US is fueled by a combination of factors that are making domestic production both viable and lucrative. While the initial sparks were ignited by policy changes, including tariffs and trade agreements, the COVID-19 pandemic laid bare the risks of elongated supply chains and over-dependence on foreign manufacturing.Meanwhile, the diffusion of cutting-edge technologies, such as automation, artificial intelligence, and advanced robotics, has diminished the cost advantages of low-wage countries. The US -- with its robust tech sector and innovation ecosystem -- is uniquely positioned to leverage technology to revitalize its manufacturing base. Who are the direct beneficiaries? High-tech sectors, such as semiconductors, pharmaceuticals, and advanced manufacturing systems, are likely to be the biggest winners. Traditional industrial sectors, such as automotive and aerospace, are also seeing a resurgence. Finally, companies that invest in more sustainable manufacturing processes stand to gain from both policy-driven incentives and a growing market demand. All told, these businesses should see shorter supply chains, reduced legal and tariff costs, and a more resilient operational structure. As for the broader US economy? We think the implications are pretty profound. In altering the US industrial landscape, reshoring promises not only to boost GDP growth, but it could also stabilize and potentially reverse the trade deficits that have plagued the US economy for years.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Happy Holidays from the "Takin ' A Walk" podcast as we countdown the top five most downloaded episodes of 2024 with the incredible Mike Campbell. Mike was a member of Tom Petty and The Heartbreakers and has his own band "Dirty Knobs." Thank you for supporting this podcast.Support the show: https://takinawalk.com/See omnystudio.com/listener for privacy information.

The man of many voices, Matt Friend, is back! We're ringing in the holidays at The Dubliner near Capitol Hill. Join Major, Matt and all of Matt's “friends:” Donald Trump, Joe Biden, JD Vance, Tim Cook, Bill Gates, Gavin Newsom, Mitt Romney, Jeff Goldblum, Jennifer Coolidge and many, many more. Happy Holidays, all!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Happy Holidays from the pod squad! We're back with a jam-packed episode full of holiday cheer, hot takes, and a splash of chaos. With just five days left before stepping back into the matrix, we're reflecting on gifts, break drama, and timelines gone wild. Here's what we're covering:

Aye, matey - ‘tis time for a discussion with Skeleton Crew pirate Vane!! Actor Marti Matulis is Vane in The Mandalorian & Skeleton Crew, he is in this year's new Christmas movie Red One as the vulture-like Slap-Fight Judge, and he is in many Star Trek films and TV series. We discuss the artistry of creature makeup, how he emotes under the mask, and acting in general. Matulis is a 20+ year veteran in the business and we loved picking his brain. Follow him on instagram and YouTube channel.   Today in Star Wars History - 12/23/1977   A special Star Wars holiday ad is placed in local newspapers to promote the ongoing release that reads, “Happy Holidays and may the Force be with you throughout the new year.”         SPONSORS   Small World Vacations is an official sponsor of Skywalking Through Neverland. Contact them for a no obligation price quote at www.smallworldvacations.com. Tell them Skywalking Through Neverland sent you.   SUPPORT THE SHOW   Find out how you can become a part of the Skywalking Force and unlock bonus content.   CONTACT US   Instagram: http://instagram.com/skywalkingpod   Twitter: https://twitter.com/SkywalkingPod   Facebook: https://www.facebook.com/skywalkingthroughneverland   Send emails to share@skywalkingthroughneverland.com and follow us on Facebook.   If you dug this episode, click over to iTunes | Stitcher | YouTube and leave us a review!   Never Land on Alderaan!  

(00:00-4:31) Jackson taking some heat from Buck Swope for his Miami of Ohio take.(4:32-12:46) Airing of grievances: Stat Corrections.(12:47-15:57) Merry Christmas and Happy Holidays to all!(00:00-00:00) E-Mail of the Day Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pulling the 10 Takes out from under the tree: Christmas Eve is better than Christmas Eggnog suffers from bad branding My unwatchable Christmas movie Cut down your own tree Stay away from the Elves I'll take every gift card Happy Holidays and we'll see you in 2025!See omnystudio.com/listener for privacy information.

Have a Merry Christmas!Today the wonderful winner Gina Hicks share the day with us.Michael Yo makes his 4th, 5th, or 6th return!California man is indicted after allegedly trying to fly with 71 pounds of meth-soaked clothes, including a cow onesieFlorida woman who flew to Australia for clown school jailed over 24ct gold pistolMother angered by missing fries threatens San Pablo fast food workers with gun: PDPolice Catch Canadian Man Watching Porn While DrivingTikTok influencer arrested after posting videos with allegedly shoplifted Target haulFirefighters rescue Massachusetts man who got stuck in chimney hiding from police   Follow us @RizzShow @MoonValjeanHere @KingScottRules @LernVsRadio @IamRafeWilliams - Check out King Scott's Linktr.ee/kingscottrules + band @FreeThe2SG and Check out Moon's bands GREEK FIRE @GreekFire GOLDFINGER @GoldfingerMusic THE TEENAGE DIRTBAGS @TheTeenageDbags and Lern's band @LaneNarrows http://www.1057thepoint.com/Rizz Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.