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Pastor Ethan continues our series, Undivided, in the letter of James with a message on active and living faith.
Pastor Ethan continues our series, Undivided, in the letter of James with a message on loving everyone equally without favoritism.
Pastor Ethan continues our series, Undivided, in the letter of James with a message on not just hearing God's Word, but putting it into action.
At RBC Capital Markets' Private Tech Conference, Dan Nathan interviews RBC analysts Brad Erickson, Rishi Jaluria, Matt Swanson, and Matt Hedberg on Q1 earnings and AI's impact across internet and software. Erickson says demand is solid, hyperscalers are raising CapEx as cloud ROI improves, and explains why Meta's higher spend hurt the stock versus Google/Amazon's accelerating cloud revenue and margins; he ranks Amazon over Google over Meta and discusses Uber's AV positioning versus Waymo. Jaluria is bullish on Microsoft's broad AI opportunities, notes Copilot's growing paid users, and discusses multimodel strategy, small/medium models, and Oracle's controversial OpenAI-linked data center build and financing. Swanson covers ad/martech, highlighting Adobe's “orchestration” narrative, Trade Desk's holding-company tensions, and AppLovin's ROAS-driven model. Hedberg argues cyber and infrastructure need “more, not less” security post-Anthropic's Mythos, cites capitulation in software sentiment, favors consolidators like CrowdStrike, Palo Alto, Snowflake, Datadog, and ServiceNow, and notes AI-driven efficiency and layoffs as potential catalysts amid continued volatility. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Vi träffar John Hedberg på Creades och pratar om mjukvarubolag, AI, Avanzas utlandsexpansion, den otroliga Silex-noteringen, Creades substansrabatt, compounder-bolagens affärsmodell och långsiktigt ägande. I veckans avsnitt medverkar: Lars Jörnow, medgrundare EQT Ventures. Hampus Brodén, medgrundare och vd för Stabelo. Johan Isaksson, privatinvesterare. John Hedberg, vd på Creades. TIDSSTÄMPLAR 00:00:00 Introduktion – Lars som moderator och varför Jacob är petad. 00:02:00 Silex-noteringen – Creades historia med bolaget och SPAC:en som inte blev av. 00:06:00 AI som creative destruction – är det här internet-momentet igen? 00:08:00 Moats i AI-eran – vad händer med SaaS-bolag när kod blir lättare att skriva? 00:10:00 Vitec som contrarian bet – är AI-pessimismen för Constellation-typen av bolag överdrivet? 00:12:00 AI i portföljbolagen – Mentimeter-grundarens demo som satte igång tankar. 00:16:00 E-handel och konsumenten som fortfarande inte tagit fart. 00:18:00 Lumene och Nordic Knots – starka varumärken redo att bryta ut ur Skandinavien. 00:20:00 Klarna – hur Creades fick 0,14% via Pricerunner-affären och vad de tänker nu. 00:22:00 Creades tre investeringsteman – trender, vägskäl och otydliga ägare. 00:26:00 Substansrabatt eller premie – hur Creades resonerar kring sin egen värdering. 00:30:00 AI och den amerikanska plattformskoncentrationen – klokt att oroa sig? 00:32:00 Indexförvaltningens frammarsch – blir det lättare eller svårare att vara aktiv ägare? 00:38:00 Avanza och utlandsexpansionen – varför Danmark och inte Norge? 00:40:00 Revolut och Trade Republic – varför Avanza inte blev lika globala som sina europeiska kopior. 00:44:00 Småbolagsdöden på börsen – en motvind Creades känt av. 00:46:00 Compounder-bolagen idag – fortfarande ett tema? 00:50:00 Att vara vd i ett familjeföretag – fördelarna med en tydlig långsiktig ägare 00:54:00 Råd till grundare: hundra möten och hemligheten med komplementära medgrundare. OM PODDEN Marknaden är en podd om börs, ekonomi och finans. Vi som gör den är Hampus Brodén, Johan Isaksson, Petter Hjerstedt, Viktor Fritzén, Lars Jörnow och Jacob Bursell. Följ oss på X: https://x.com/marknadspodden Hör av er till oss på jacob@monopolmedia.se #marknaden #Creades #investmentbolag #AI #Avanza #Silex #venture #börsen
Pastor Ethan begins our new series, Undivided, in the letter of James with a message on pure joy in the midst of trials.
Pastor Ethan begins our new series, Undivided, in the letter of James with a message on pure joy in the midst of trials.
Pastor Ethan concludes our sermon series, The Gathering, with a look at God's heart for the world and why we do outreach and missions.
Pastor Ethan concludes our sermon series, The Gathering, with a look at God's heart for the world and why we do outreach and missions.
Pastor Ethan continues our sermon series, The Gathering, with a look at how we are called to serve the body of Christ.
Pastor Ethan continues our sermon series, The Gathering, with a look at how we are called to serve the body of Christ.
Guest Include: - Eric Schmidt, UND head football coach - Sam Herder, HERO Sports - Randy Hedberg, Former NDSU QB Coach
Mitch Hedberg's Mitch All Together (2003) stand-up comedy album review.Mitch Hedberg's Mitch All Together (2003) is one of the most iconic stand-up comedy albums ever recorded, defining his surreal one-liner style and influencing comics like Demetri Martin, Anthony Jeselnik, and Mark Normand.Welcome to another episode of Why Are You Laughing?, where we break down the history and craft of stand-up comedy. In this episode, we take a deep dive into Mitch Hedberg's Mitch All Together and why it remains a cult favorite more than two decades later.We explore Hedberg's unmistakable delivery, his mastery of one-liners, and how his comedic voice compares to legends like Steven Wright, Dave Attell, and Doug Stanhope. We also examine the role of his Comedy Central Presents appearance in launching him into the mainstream and shaping his lasting legacy.From joke structure to audience connection, this episode analyzes what made Mitch Hedberg unique—and why his influence is still felt across modern stand-up.TIMESTAMPS0:00 Intro6:04 Opening jokes13:26 Delivery & Style22:56 Crowd work & Observations27:21 Cult figure and comedy influence34:00 Attention span41:45 Closing jokesFOR ALL THINGS BLIND MIKEhttp://blindmike.netFOR ALL THINGS CRAIGGERShttp://www.verygoodshow.orgFOR ALL THINGS HACKRIDEhttp://hackridestudios.comFOR ALL THINGS DJ ELECTRA FRYhttp://djelectrafry.com
Pastor Ethan begins our new series, The Gathering, with a message on what the church is and why we gather to worship.
Pastor Ethan begins our new series, The Gathering, with a message on what the church is and why we gather to worship.
Holy Week concludes as we celebrate Easter Sunday!
Holy Week concludes as we celebrate Easter Sunday!
Holy Week continues as Pastor Ethan shares about the place where death died on Good Friday.
Holy Week continues as Pastor Ethan shares about the place where death died on Good Friday.
Holy Week begins as Pastor Ethan shares about the coming King on Palm Sunday.
Holy Week begins as Pastor Ethan shares about the coming King on Palm Sunday.
Pastor Ethan concludes our current run in the book of Genesis with a look at the Tower of Babel.
Pastor Ethan concludes our current run in the book of Genesis with a look at the Tower of Babel.
Pastor Ethan continues our series in the book of Genesis with a look at the story of Noah and the flood.
Pastor Ethan continues our series in the book of Genesis with a look at the story of Noah and the flood.
Pastor Ethan continues our series in the book of Genesis as we move into chapter 6.
Pastor Ethan continues our series in the book of Genesis as we move into chapter 6.
Pastor Ethan continues our series in the book of Genesis with a look at two families and two directions in chapter 5.
Pastor Ethan continues our series in the book of Genesis with a look at two families and two directions in chapter 5.
Pastor Ethan continues our series in the book of Genesis with a look at the consequences of sin and the grace God lovingly provides.
Pastor Ethan continues our series in the book of Genesis with a look at the consequences of sin and the grace God lovingly provides.
Pastor Ethan continues our series in the book of Genesis with a look at chapter 3.
Pastor Ethan continues our series in the book of Genesis with a look at chapter 3.
Pastor Ethan continues our series in the book of Genesis with a look at God's design for the creation of man.
Pastor Ethan continues our series in the book of Genesis with a look at God's design for the creation of man.
Randy Hedberg joins BMZ to discuss Cole Payton going to the Senior Bowl and the next Bison Quarterback
Randy Hedberg joins BMZ to discuss Cole Payton going to the Senior Bowl and the next Bison Quarterback
Randy Hedberg joins BMZ to discuss Cole Payton going to the Senior Bowl and the next Bison Quarterback
Pastor Ethan continues our new series in the book of Genesis with a look at creation in chapter 1.
Pastor Ethan continues our new series in the book of Genesis with a look at creation in chapter 1.
Pastor Ethan looks back over 2025, reflecting on what God has taught him as he was teaching us.
Pastor Ethan looks back over 2025, reflecting on what God has taught him as he was teaching us.
Frank Yiannas, M.P.H. is a renowned food safety leader and executive, food system futurist, author, professor, past president of the International Association of Food Protection (IAFP), and advocate for consumers. Most recently, he served under two different administrations as the Deputy Commissioner for Food Policy and Response at the U.S. Food and Drug Administration (FDA), a position he held from 2018–2023, after spending 30 years in leadership roles with Walmart and the Walt Disney Company. After retiring from FDA, Mr. Yiannas founded Smarter FY Solutions to help organizations address critical food safety and supply chain challenges. He also advises several well-known companies, offering consultancy services to modernize compliance strategies and ensure that clients meet regulatory requirements and industry standards. Throughout his career, Mr. Yiannas has been recognized for his role in strengthening food safety standards in new and innovative ways, as well as building effective food safety management systems based on modern, science-based, and tech-enabled prevention principles. Drew McDonald is the Senior Vice President of Quality and Food Safety at Taylor Fresh Foods in Salinas, California, where he oversees the quality and food safety programs across the foodservice, retail, and deli operations under both FDA and U.S. Department of Agriculture (USDA) jurisdictions. Mr. McDonald works with an impressive team developing and managing appropriate and practical quality and food safety programs for fresh food and produce products. He has more than 30 years of experience in fresh produce and fresh foods. Over the course of his career, Mr. McDonald has worked with growers and processors of fresh food and produce items across the globe. He currently serves on numerous food safety-related technical committees and has participated in the authorship of many produce safety articles and guidelines. He serves on the Food Safety Summit Educational Advisory Board and is a former chair of the Center for Produce Food Safety's Technical Committee and United Fresh's Technical Council. Mr. McDonald received his education from Lawrence University in Wisconsin. John Besser, Ph.D. worked for ten years as Deputy Chief of the Enteric Diseases Laboratory Branch at the U.S. Centers for Disease Control and Prevention (CDC), where he was involved in national and global programs to detect, characterize, and track gastrointestinal diseases. Prior to CDC, Dr. Besser led the infectious disease laboratory at the Minnesota Department of Health (MDH) for 19 years and served as a clinical microbiologist at the University of Minnesota Hospital for five years. He currently works as an independent contractor and consultant. Dr. Besser is the author or co-author of more than 70 publications. He received his Ph.D. and M.S. degree from the University of Minnesota. Craig Hedberg, Ph.D. is a Professor in the Division of Environmental Health Sciences at the University of Minnesota and Co-Director of the Minnesota Integrated Food Safety Center of Excellence. He promotes public health surveillance as a prerequisite for effective food control, and his work focuses on improving methods for collaboration among public health and regulatory agencies, academic researchers, and industry to improve foodborne illness surveillance and outbreak investigations. With a background in public health practice, Dr. Hedberg also focuses on public health workforce development and works with state, local, and tribal public health partners to build capacity for preparedness and emergency response. He is a member of the Council of State and Territorial Epidemiologists, the Minnesota Environmental Health Association, and IAFP. Dr. Hedberg holds a Ph.D. in Epidemiology and an M.S. degree in Environmental Health, both from the University of Minnesota. In this episode of Food Safety Matters, we speak with Mr. Yiannas, Mr. McDonald, Dr. Besser, and Dr. Hedberg [6:43] about: The increasing rate of food recalls issued by federal regulatory agencies, and what that might imply about the current systems for outbreak investigation and disease surveillance How federal and state public health agencies conduct foodborne illness outbreak investigations and the current success rates of these investigations Elements of the foodborne illness outbreak investigation process that are working well Potential areas for improvement for foodborne illness outbreak investigations and the metrics for "success" An idea for a National Foodborne Outbreak Investigation Board, similar to the model used for airlines with the National Transportation Safety Board, and how such a system might help improve food safety in the U.S. Sponsored by: Michigan State University Online Food Safety Program We Want to Hear from You! Please send us your questions and suggestions to podcast@food-safety.com
Pastor Ethan continues our Advent series with a reminder that when Jesus rescues our hearts, He also rescues our hands as we can let go of things that are his.
Pastor Ethan continues our Advent series with a reminder that when Jesus rescues our hearts, He also rescues our hands as we can let go of things that are his.
No guest this week, but Mark and Sam go deep on bombs, butt-plug subway sightings, Skankfest chaos, slow eaters, Chipotle crimes, Utah threesomes, Knicks heartbreak, Fallon and Stiller encounters, panic attacks on stage, AI nightmares, Hedberg memories, and a full tour through comedy hell gigs. This one has everything: rants, peeves, wild stories, wisdom, filth, and a surprising amount of baseball. Sponsored by: Sign up for your one-dollar-per-month trial and start selling today athttps://shopify.com/drunk Find your forever cookware @hexclad Visit https://hexclad.com and cook like a pro. #hexcladpartner For a limited time, get 40 percent off your entire order Go to https://GetSoul.com and use the code WMBD F*%k your khakis and get The Perfect Jean 15 percent off with the code DRUNK15 https://theperfectjean.nyc/DRUNK15 #theperfectjeanpod Subscribe to We Might Be Drunk: https://bit.ly/SubscribeToWMBDMerch: https://wemightbedrunkpod.com/Clips Channel: https://bit.ly/WMBDClips Sam Morril tickets: https://punchup.live/sammorril/ticketsMark Normand tickets: https://punchup.live/marknormand/tickets Produced by Gotham Production Studios: https://www.gothamproductionstudios.com @GothamProductionStudios | Producer: https://www.instagram.com/mrmatthewpeters #WeMightBeDrunk #MarkNormand #SamMorril #Shopify #Hexclad #GetSoul #PerfectJean #ComedyPodcast #StandUpComedy #BodegaCatWhiskey Learn more about your ad choices. Visit megaphone.fm/adchoices
Pastor Ethan continues our Advent series with a reminder that Jesus has brought us from sin to forgiveness.