Podcasts about Hedge

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Best podcasts about Hedge

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Latest podcast episodes about Hedge

Slappin' Glass Podcast
Vitor Galvani on Hedge & Plug Protection Plans, Guard-to-Guard Separation & Letting Shot Selection Set the Pace | Mexico City Capitanes

Slappin' Glass Podcast

Play Episode Listen Later Aug 28, 2026 65:18


The 2026 G-League Coach of the Year, Vitor Galvani, joins us to detail how he built and adjusted Hedge & Plug in Brazil and the G League. He explains why the coverage made sense in what he calls a “scoring guards league,” how the pickup point changes the plug technique, the triggers for releasing the hedge, and why re-screens and late flips can put the coverage under real stress.   The conversation moves behind the ball to Galvani's “Protection Plan”: the MIG and Fence, jumping pickups to discourage direct corner skips, choosing when not to X-out, “See Numbers Go,” peel switching, and building Black, White, and Gray changeups around the same defensive identity. On offense, Galvani gets into KYP on guard-to-guard screens, creating separation before the action, Hot Stove versus Cold Stove screens, and using second-side pass-and-chase actions to attack switching.    In Start, Sub, or Sit, Galvani challenges the usual pace conversation by starting shot selection, connecting offensive involvement to defensive effort, and explaining why his team moved the ball side to side with purpose. He closes with the relationship between shot quality, Tagging Up, and offensive rebounding, along with the daily investment that shaped his coaching education.What You'll LearnHow the ballhandler's pickup point changes the on-ball defender's responsibilities within Hedge & Plug.  The two triggers Galvani used to release the big from the hedge.  Why re-screens and late flips are difficult Hedge & Plug counters, and when switching becomes the emergency solution.  How the MIG and Fence form the “Protection Plan,” including having the Fence jump the pickup rather than automatically X-out.  How “See Numbers Go” and peel switching turn aggressive gap positioning into opportunities for steals.  Why Galvani trained some peel switches as reads rather than relying on a defensive call.  How Black, White, and Gray allowed his team to change the ball-screen picture without abandoning its defensive base.  Why KYP comes before pace and technique when teaching guard-to-guard screening.  How separation, randomness, and “action on top of action” keep guard-to-guard screens from being steered or jammed.  How shot selection can influence offensive pace, defensive effort, Tagging Up, and offensive rebounding.To join coaches and championship winning staffs from the NBA to High School from over 70 different countries taking advantage of an SG Plus membership, visit HERE!

AIN'T THAT SWELL
Blitzed: FIJI READY TO FIRE! The Final Word with Jimmicane Wilson and Nathan Hog Hedge!

AIN'T THAT SWELL

Play Episode Listen Later Aug 25, 2026 46:15


Stone & Wood Presents… Blitzed: Tavi TV Radio Day 3. The swell is about to kick and all signs point to the Fiji Pro pumping for the next three days straight! We check in with surfing’s high performance avant guardian Jimmicane Wilson for his thoughts on who will win and why, and catch up with Aussie Spirit animal Nathan Big Hedge for a look inside camp Straya. Fucken oath let’s go!See omnystudio.com/listener for privacy information.

Thoughts on the Market
Markets Faces Hotter, Shorter Cycles

Thoughts on the Market

Play Episode Listen Later Aug 24, 2026 5:12


Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation, yields and risk.Read more insights from Morgan Stanley.----- Transcript -----Bonds may no longer provide the shelter investors have exMike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the shifting landscape in macro markets.It's Monday, August 24th at 11:30am in New York. So, let's get after it.Over the past few weeks we've seen large moves in rates, oil, gold and crypto. What does it mean for equities? First, investors are still treating these markets as separate stories, when they are all part of the same regime shift that began with COVID. More than six years ago, in the depths of that recession, I argued investors should prepare for the return of inflation. That was a very out of consensus view. At that time, the world was obsessed with deflation, the 10-year Treasury yield was below 1 percent, stocks had been hit hard, and gold was sitting around $1,500 an ounce. But the policy response to COVID – what I called helicopter money – changed the game. It marked the end of the 40-year disinflationary regime and a very different investment environment for investors to navigate. It is also the foundation of our run it hot thesis. In a world where inflation has returned, cycles are likely to be shorter, policy more reactive, and leadership changes more frequent. That is very different from the 1982-to-2020 period. Then falling inflation and falling rates allowed economic cycles to stretch for eight or 10 years. We are now in a world that looks more like the post-World War II era: stronger nominal GDP growth, more persistent inflation, higher economic volatility, and a bond market that is no longer the tailwind it used to be for risk assets. In short, the great secular bull market in bonds ended with COVID. This has huge implications for investors of all stripes. My near term view on rates is also different from the mainstream. A lot of investors are saying rates are rising because of debt and deficits. I am not dismissing those factors. But I think the bigger driver is strong nominal GDP growth, which really is the result of aggressive fiscal policy since the pandemic. We are in an era of fiscal dominance, and in that environment the Treasury and the Fed are forced to find ways to fund deficits without breaking markets. That is how I interpret the Treasury's recent buyback activity. I don't think this is quantitative easing or yield-curve control. The scale of the program is not large enough. Instead, it's just another tool to maintain market functioning and stable financial conditions. So when I look at the large move in precious metals and crypto last week, to me it suggests that markets believe this is just a first step toward larger intervention – if financial conditions tighten further. For equities, this all reinforces the quality rotation we have been recommending. Since the peak rate of change in earnings revisions breadth in June, led by Semiconductors, the market has gone through a significant leadership change. Quality factors have started to outperform after a year of lagging, which is exactly what we would expect as a post-recession recovery matures. High free cash flow, high gross margins, stable sales growth, and low capex-to-sales factors have all been working. Some investors are frustrated that the S&P 500 barely sold off during the historic momentum unwind. But if quality is coming back into favor, that makes perfect sense. The S&P 500 is one of the highest-quality benchmarks in the world. Leadership at the stock level may continue to morph, but index leadership for the S&P is unlikely to fade – and may even get stronger. The near-term risk remains oil. Brent crude prices have moved higher over the past couple of weeks. And rising oil has historically been a much more reliable headwind for equities than falling oil has been a tailwind. Our still constructive equity view does not require crude to collapse. It simply requires crude to stop rising. If oil spikes again because the Strait of Hormuz remains closed, that could pressure input costs, push yields and bond volatility higher, and create another round of market instability. Bottom line, the run it hot regime is alive and well. It supports equities. But it also shortens cycles, increases rotations, and forces investors to be more tactical at times. I currently like large-cap quality stocks, AI adopters, and the S&P 500 over international peers. Hedge the oil risk with energy stocks and keep your head on a swivel as we navigate the next phase of this recovery and bull market. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

The Daily Business & Finance Show
Trump's Trades, Nvidia's Price Hike, Debt Dilemma (+5 more stories)

The Daily Business & Finance Show

Play Episode Listen Later Aug 24, 2026 7:06


The Daily Business and Finance Show - Monday, 24 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Trump June stock disclosure: more than 1,000 trades, big in the VIG Nvidia to hike AI server prices over 15% as memory chip costs soar - report $40T debt mountain hasn't stopped corporate borrowing, Morgan Stanley says Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports Hedge funds and mutual funds split on the AI trade - Goldman The six stocks both hedge funds and mutual funds love - Goldman AM Markets Need to Know: Trump trades, AI funds diverge, and more CB&I expands African footprint with 3-year FPSO contract in Côte d'Ivoire Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

The White Witch Podcast
The Sturgeon Moon

The White Witch Podcast

Play Episode Listen Later Aug 23, 2026 27:32


Join me as we explore the Sturgeon Moon, from its connection to the ancient, prehistoric sturgeon fish to some of the other names associated with this full moon including the Hungry Ghost Moon. We will delve into the spiritual themes and symbolism surrounding this moon alongside the flowers, trees, herbs and crystals traditionally connected to its energy. We will also explore some of the fae beings linked to water and this time of year including the Nereids, discovering who they are and the mythology surrounding them. From there we will look at ways you might work with the Sturgeon Moon within your own life and witchcraft practice particularly around themes of reflection, legacy, abundance and what you wish to carry forward into the seasons ahead. To finish I share a River Stone Ritual by The Peculiar Brunette along with a collection of journaling prompts and a Tarot or oracle spread to help you connect more deeply with the energy of the Sturgeon Moon. River Stone Ritual - https://www.thepeculiarbrunette.com/august-sturgeon-moon-spiritual-meaning/?utm_source=Pinterest&utm_medium=organic The song referenced is Thank You by Alanis Morisette (I didn't even give the song title properly! Sorry I was on a tangent) ;-) Prayer to the Sturgeon Moon by The White Witch Parlour  ‘I call to the energies of the sturgeon moon, I give thanks for the warmth and abundant crops that summer brought but now I shall begin the preparation for winter, as the battle between light and dark begins, I find my own balance within. I pray the moon heal and calm my emotions for the month to come. As I open my heart to the flow of the universe and the lessons I may need to learn'  Journal Prompts referenced - What am I building in my life right now, and does it reflect the person I truly want to become?What have the experiences of this past season taught me about myself? What am I ready to leave behind as I begin moving towards the next season of my life? Which parts of myself have I previously tried to soften, hide or make smaller — and what would it look like to fully honour them instead? What traditions, practices, relationships or ways of living feel worthy of carrying forward with me? What do I hope will exist because I was here — through the love I gave, the knowledge I shared, the things I created or the people whose lives I touched? Tarot/oracle prompts - What has this season taught me? The wisdom, lesson or truth that has emerged through your recent experiences. What am I ready to leave behind?A pattern, attachment, belief, habit or version of yourself that has reached its natural ending. What am I being asked to carry forward? The quality, gift, practice, relationship or intention that will help shape the next season of your life. What am I building that will outlive this moment? A glimpse into the legacy you are creating through your choices, creativity, relationships or the way you move through the world. Join Me for Our Mabon Coven Gathering If you have ever wanted to experience witchcraft in person, I would love to invite you to our very first Coven Gathering in Lincoln. Together we will celebrate Mabon, the Autumn Equinox through seasonal folklore, magical teachings, practical witchcraft and a guided journey inspired by Baba Yaga's ancient forest. You will create your own Mabon Harvest Charm to take home, receive beautifully illustrated grimoire pages and spend the afternoon connecting with a wonderful community of like-minded witches over homemade herbal teas. Whether you are completely new to witchcraft or have been walking the path for many years, this gathering has been created as a welcoming space to learn, practise and celebrate the turning of the Wheel of the Year together. You can find the booking link below if you would like to join us. I would absolutely love to see you there. https://www.eventbrite.co.uk/e/1995695286324?aff=oddtdtcreator Join us in The Hedge & Hollow for a Circe Summer with our August theme - This month we journey to the mythical island of Aeaea to meet one of the most fascinating witches in mythology – Circe. Often remembered as the enchantress who transformed men into pigs however there is far more to her story. Circe is a woman of solitude, exile, herbal wisdom, magick, transformation and self sovereignty. Her island becomes a place of initiation where those who arrive are forever changed. Throughout the month we will explore Circe through mythology, folklore and practical witchcraft discovering what her story can teach us about reclaiming our own power and embracing the transformations life asks of us. Across this month we will look at - A deeper exploration of Circe's mythology - looking beyond the familiar tales to uncover the symbolism and wisdom hidden within her story. A guided meditation transporting you to Circe's island where you will meet Circe herself and discover the messages she has waiting for you. Two Hedge Witch studies exploring the magical folklore, history and correspondences of Hellebore and Cypress. Two plants deeply connected with liminality, death, rebirth and the ancient witch's path. Practical witchcraft including a beautiful Transformation Oil inspired by Circe's magick alongside banishing practices, reflection and spellcraft to support your own personal transformation. This month will lean into embracing our own transformations and moving towards them with courage, wisdom and compassion. I'll see you on Circe's island. Find my Patreon The Hedge & Hollow here - https://patreon.com/TheHedgeandHollow?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink Find my Etsy store here for zines, witch boxes, spell candles and altar posters here - https://www.etsy.com/shop/TheWhiteWitchCompany?ref=seller-platform-mcnav Instagram - https://www.instagram.com/thewhitewitchpodcast/?hl=en For PR enquiries etc please email carly@thewhitewitchcompany.co.uk   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top Traders Unplugged
SI414: The Hidden Risks Beneath the Treasury Market ft. Mark Rzepczynski

Top Traders Unplugged

Play Episode Listen Later Aug 22, 2026 74:08 Transcription Available


Niels Kaastrup-Larsen and Mark Rzepczynski examine the warning signs emerging beneath seemingly calm markets, from extreme single-stock moves and commodity shortages to growing strains in the U.S. Treasury market. They explore how leveraged hedge funds and basis trades have become increasingly important to Treasury liquidity, and why market plumbing can matter as much as price signals. The conversation then turns to the evolution of trend following, comparing different approaches to signals and position sizing, the benefits of combining methodologies, and why short-term trend strategies face structural challenges. Finally, Mark reflects on the legacy of quantitative trading pioneer Victor Niederhoffer.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Mark on Twitter.Episode TimeStamps:00:00 - Introduction and summer reflections01:42 - Warning signs and rumblings beneath the markets07:06 - Extreme single-stock moves and hidden risk10:09 - Copper, inventories and commodity squeezes13:08 - Oil markets and the danger of disappearing buffer stocks14:51 - August trend following performance16:01 - Why market uncertainty could create new trends20:37 - The Treasury buyback program and bond market liquidity27:10 - Is the Treasury quietly stabilizing long-term yields?31:56 - The plumbing problem inside the U.S. Treasury market36:28 - Hedge funds, basis trades and leverage41:40 - Can Treasuries still be considered a safe asset?47:17 - Three different approaches to trend following52:25 - How investors should diversify across trend managers56:49 - The “podification” of trend following59:29 - Why short-term trend following struggles01:03:19 - Victor Niederhoffer and the foundations of quantitative tradingCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Returns on Investment
Move over bonds. Are impact investments the new hedge? + Investors tap into South Africa's green transition

Returns on Investment

Play Episode Listen Later Aug 21, 2026 22:59


Host Brian Walsh takes up ImpactAlpha's top stories with editor Jessica Pothering. Up this week: “As Norges Bank warns of potential losses, can impact investments provide a hedge?” by Amy Cortese"Investors find opportunities in South Africa's rush to renewables,” by Marilyn Waite“Murdoch heir seeks to set All Aboard climate coalition up for long term impact,” by Amy CorteseTo try ImpactAlpha Edge, ⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠.

Quiet Riot
B-Side: The Last Housing on The Left

Quiet Riot

Play Episode Listen Later Aug 21, 2026 51:58


Housing has been in a state of crisis, it seems, forever. Can Labour actually move the dial on this huge and complicated challenge? Alex, Naomi and Kenny are joined by Labour and Co-op MP for the Cities of London and Westminster, Rachel Blake. Rachel is the ideal guest to help shine some light on the issue of housing – she is a candidate to chair the Housing, Communities and Local Government Select Committee, whose job is to hold the Government's feet to the fire on this very issue. Plus, a perennial story to make you smile. Tune in to fond out more. ***SPONSOR US AT ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KO-FI.COM/QUIETRIOTPOD⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*** • Write to your MP about housing issues! • Write to your councillor about housing issues too! • Hedge rage is still a thing • We're also now on ⁠⁠⁠⁠Instagram⁠⁠⁠⁠! • We have put together a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BLUESKY STARTER PACK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with all our regular contributors and some quality sources - join us there! • Email us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠quietriotpod@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Or visit our website ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.quietriotpod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brought to you by Naomi Smith, Alex Andreou and Kenny Campbell. Quiet Riot is a Cooler Heads production. ***SPONSOR US AT ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KO-FI.COM/QUIETRIOTPOD⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*** Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markets Now with Michelle Rook
Markets Now Closes 8-19-26: Ted Seifried, Zaner Ag Hedge

Markets Now with Michelle Rook

Play Episode Listen Later Aug 19, 2026 9:19


Corn & Beans Surge on Crop Cuts: What Yield is the Market Trading? See omnystudio.com/listener for privacy information.

FantasyPros - Fantasy Football Podcast
2026 Superflex Best Ball Draft | FFPC Strategy, Sleepers & Preseason Takeaways (Ep. 2138)

FantasyPros - Fantasy Football Podcast

Play Episode Listen Later Aug 18, 2026 107:26 Transcription Available


How should you approach a 2026 Superflex Best Ball draft? Tom Strachan and Andrew Erickson react to the biggest fantasy football developments from the first full weekend of preseason action before completing a live 20-round draft in the FFPC Superflex Best Ball Tournament. The guys discuss how the injuries to Jeremiyah Love and Breece Hall should affect their draft prices, whether Cam Skattebo’s role is in danger, and which players offer the best value in the potentially high-scoring Rams offense. Then, follow every major decision as Tom and Erickson draft from neighboring spots in a tight end premium Superflex contest. They break down early-quarterback strategy, portfolio management, hero-RB roster construction, stacking, positional runs and the importance of building for the fantasy playoffs. Players discussed include Drake Maye, Ja’Marr Chase, Saquon Barkley, Chase Brown, Justin Herbert, Dak Prescott, Rashee Rice, Zay Flowers, Tyler Shough, Juwan Johnson, Jonathon Brooks, Parker Washington, Harold Fannin Jr., Rhamondre Stevenson, Sam LaPorta, Luther Burden, Tetairoa McMillan, Jordan Tyson, Blake Corum and more. Plus, get answers to listener questions, late-round running back and wide receiver targets, rookie values, Draft Assistant analysis and the final grades for both rosters. Timestamps (may be off due to ads):Intro - 0:00:00Jeremiyah Love - 0:00:20Breece Hall - 0:02:00Najee Harris - 0:05:27Why Are the Rams so Cheap? - 0:07:40Time to Hedge against Drake Maye - 0:12:21Ja'Marr Chase - 0:13:47FantasyPros Draft Assistant - 0:14:20Saquon Barkley & Chase Brown - 0:18:04Justin Herbert & Dak Prescott - 0:20:52Emeka Egbuka - 0:23:25George Pickens - 0:27:13Rashee Rice - 0:28:50Zay Flowers - 0:30:34Jordyn Tyson - 0:32:34Juwan Johnson - 0:33:00 FantasyPros Twitch - 0:35:46Luther Burden - 0:37:13Tetairoa McMillan - 0:38:37Sam LaPorta & Harold Fannin - 0:40:30Ladd McConkey or Tee Higgins?Aaron Rodgers - 0:46:10Parker Washington - 0:48:45Rhamondre Stevenson - 0:50:10Jonathon Brooks - 0:52:20JK Dobbins - 0:56:31Dallas Goedert - 0:58:02Juwan Johnson - 1:00:14Mike Evans - 1:01:50FantasyPros Discord - 1:03:48Michael Penix - 1:04:28Makai Lemon - 1:06:57Ja'Kobi Lane - 1:08:41Jonah Coleman - 1:10:22Marshawn Lloyd - 1:13:09Dylan Sampson - 1:15:50Tyjae Spears - 1:20:10Favorite Late-Round Wide Receivers - 1:20:50Pat Bryant - 1:24:02Ray Davis - 1:26:09Mike Gesicki - 1:30:09David Njoku - 1:31:57Omar Cooper - 1:32:40Ted Hurst - 1:35:18Team Reviews & Draft Wizard Analysis - 1:40:05 Helpful Links: Draft Wizard - Dominate your fantasy football draft with Draft Wizard. Run fast mock drafts, test different strategies, build custom cheat sheets, get pick-by-pick draft advice, and learn your leaguemates' tendencies before draft day. Just download the FantasyPros App or head to fantasypros.com/draftwizard Start Your Free FantasyPros Premium Trial - https://www.fantasypros.com/free/ -Get three days free to unlock premium draft tools, rankings, analysis, and personalized advice. Watch and Subscribe to The Tailgate - https://www.youtube.com/@tailgatenfl - Just friends talking football. Get NFL storylines, weekly analysis, giveaways, and more from the FantasyPros team. Subscribe to FantasyPros on YouTube - https://www.youtube.com/@fantasypros - Watch the latest fantasy football rankings, mock drafts, sleepers, breakouts, and draft advice. Support the FantasyPros Fantasy Football Podcast - https://www.fantasypros.com/review/ - Leave a review on Apple Podcasts or Spotify to help support the show. Real-Time ADP - Track up-to-the-minute draft trends across all major platforms: https://fantasypros.com/realadp Follow us on Twitch - The team here at FantasyPros is taking questions all week, every week on Twitch. Follow us on Twitch at twitch.tv/fantasypros and never miss a stream! Discord – Join our FantasyPros Discord Community! Chat with other fans and get access to exclusive AMAs that wind up on our podcast feed. Come get your questions answered and BE ON THE SHOW at fantasypros.com/chat BettingPros Podcast – For advice on the best picks and props across both the NFL and college football each and every week, check out the BettingPros Podcast at bettingpros.com/podcast, our BettingPros YouTube channel at youtube.com/bettingpros, or wherever you listen to podcasts.See omnystudio.com/listener for privacy information.

Markets Now with Michelle Rook
Markets Now Closes 8-18-26 Karen Braun, Zaner Ag Hedge 

Markets Now with Michelle Rook

Play Episode Listen Later Aug 18, 2026 10:35


Karen Braun, Zaner Ag Hedge See omnystudio.com/listener for privacy information.

Markets Now with Michelle Rook
Markets Now Closes - 8/17 Sherman Newlin, Zaner Ag Hedge

Markets Now with Michelle Rook

Play Episode Listen Later Aug 17, 2026 7:49


Sherman Newlin, Zaner Ag Hedge See omnystudio.com/listener for privacy information.

The White Witch Podcast
August Witchcraft

The White Witch Podcast

Play Episode Listen Later Aug 16, 2026 76:40


In this episode of The White Witch Podcast we step into the woods of August to explore two powerful allies of witchcraft, mythology and folklore - Bay and the Wild Boar. We begin with Bay a plant long associated with prophecy, protection, purification and victory. We explore the many ways Bay can be incorporated into your craft, from cleansing and divination to protection and banishing before following its mythological threads through Circe, Apollo and Daphne and into the sacred world of the Priestesses of Delphi. We also work with Bay practically finishing this section with a simple banishing spell using its leaves - ritual can be found here - https://witchesofthecraft.com/tag/bay-leaf/ Then we travel deeper into the ancient forest to meet the Wild Boar, a creature whose image appears again and again across European mythology as a symbol of ferocity, courage, sovereignty, abundance, protection and the mysteries of the Otherworld. We follow the boar through the story of Odysseus before travelling north into Norse cosmology and its connections with Freyr and Freyja including the golden boar Gullinbursti and Freyja's companion Hildisvíni. We visit the great hall of Valhalla where the fallen warriors feast upon the endlessly renewed cosmic boar and explore the animal's possible connections with the earth and mother goddess Nerthus. From there we wander through continental and British folklore, meeting the boar god Moccus, seasonal customs such as the Jouluporsas and the animal's importance within Celtic and Druidic traditions. We explore its links with warriors, death, the afterlife and the Otherworld alongside stories involving Merlin, the Devil, Cerridwen, Manannán mac Lir and the great boar hunt found within the Welsh tale of Culhwch and Olwen. We also venture into Greek mythology with Heracles and the Erymanthian Boar before looking at what the Wild Boar may represent spiritually when it appears within our own lives, dreams or practice. Our book review this month is Circe by Madeline Miller. We finish the episode with a collection of journal prompts inspired by The Odyssey inviting you to consider your own journeys, trials, transformations and homecomings. The journal prompts came from the Instagram page - @the_edit_experience_ What song do your sirens sing? What bow can only you string? What is your Troy? What is your Calypso? What is your Ithaca? Why can't you go back there? Can you forgive yourself for the last seven years? Can you accept yourself? So light a candle, gather your Bay leaves, and come with me into the old woods — where gods, witches, warriors and wild creatures are never quite as far away as they seem. Join Me for Our Mabon Coven Gathering If you've ever wanted to experience witchcraft in person, I'd love to invite you to our very first Coven Gathering in Lincoln. Together we will celebrate Mabon, the Autumn Equinox through seasonal folklore, magical teachings, practical witchcraft and a guided journey inspired by Baba Yaga's ancient forest. You will create your own Mabon Harvest Charm to take home, receive beautifully illustrated grimoire pages and spend the afternoon connecting with a wonderful community of like-minded witches over homemade herbal teas. Whether you are completely new to witchcraft or have been walking the path for many years, this gathering has been created as a welcoming space to learn, practise and celebrate the turning of the Wheel of the Year together. You can find the booking link below if you would like to join us. I would absolutely love to see you there. https://www.eventbrite.co.uk/e/1995695286324?aff=oddtdtcreator Join us in The Hedge & Hollow for a Circe Summer with our August theme - This month we journey to the mythical island of Aeaea to meet one of the most fascinating witches in mythology – Circe. Often remembered as the enchantress who transformed men into pigs however there is far more to her story. Circe is a woman of solitude, exile, herbal wisdom, magick, transformation and self sovereignty. Her island becomes a place of initiation where those who arrive are forever changed. Throughout the month we will explore Circe through mythology, folklore and practical witchcraft discovering what her story can teach us about reclaiming our own power and embracing the transformations life asks of us. Across this month we will look at - A deeper exploration of Circe's mythology - looking beyond the familiar tales to uncover the symbolism and wisdom hidden within her story. A guided meditation transporting you to Circe's island where you will meet Circe herself and discover the messages she has waiting for you. Two Hedge Witch studies exploring the magical folklore, history and correspondences of Hellebore and Cypress. Two plants deeply connected with liminality, death, rebirth and the ancient witch's path. Practical witchcraft including a beautiful Transformation Oil inspired by Circe's magick alongside banishing practices, reflection and spellcraft to support your own personal transformation. This month will lean into embracing our own transformations and moving towards them with courage, wisdom and compassion. I'll see you on Circe's island. Find my Patreon The Hedge & Hollow here - https://patreon.com/TheHedgeandHollow?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink Find my Etsy store here for zines, witch boxes, spell candles and altar posters here - https://www.etsy.com/shop/TheWhiteWitchCompany?ref=seller-platform-mcnav Instagram - https://www.instagram.com/thewhitewitchpodcast/?hl=en For PR enquiries etc please email carly@thewhitewitchcompany.co.uk   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pleb UnderGround
Larger Players Have Been Steadily Accumulating Bitcoin!

Pleb UnderGround

Play Episode Listen Later Aug 12, 2026 104:35


✔️ Bitcoin has broken out of the linear falling wedge ✔️ We're about to have our first cycle that's aligned with the business cycle in 6 years✔️ Hedge funds on CME flipped net long BTC futures✔️ Larger players have been steadily accumulating.✔️ The Bitcoin Power Law model suggests BTC should be ~$175,000 today✔️ Bitcoin has bottomed against the US stock market.✔️ BTCPayserver donating to sparrow wallet & the RED team✔️ BPI Publishing open letter to worlds leading AI labs✔️ Notice of ICANN .bitcoin TLD community application✔️ Clarity Act Update ✔️ BIP-110 ✔️ Blast from the past ✔️ Sources:► https://x.com/superbitcoinbro/status/2086944121273672120► https://x.com/philc411/status/2086948347907080350► https://x.com/RonSwanonson/status/2086667570367836196► https://x.com/philc411/status/2086960864834244943► https://x.com/ki_young_ju/status/2086684024173727783► https://x.com/killaxbt/status/2086800481704403222► https://x.com/philc411/status/2087197685912571987► https://x.com/IIICapital/status/2087181176146428369► https://x.com/gordongekko/status/2087194199376404584► https://x.com/btcpayserver/status/2086875600103367109► https://x.com/bitcoinpolicy/status/2086872430639771675► https://x.com/alexbosworth/status/2086836074115109201► https://x.com/wiz/status/2085029140453830725► https://x.com/wiz/status/2087148145105080750► https://x.com/theblockco/status/2087025939389845758► https://x.com/pete_rizzo_/status/208726719962275856► https://x.com/watcherguru/status/2087232342905536833► https://www.paulhastings.com/insights/crypto-policy-tracker/cloture-filed-on-clarity-act-motion-to-proceed-cftc-to-advance-crypto-rules-either-way-fdic-approves-digital-asset-bank-and-court-rules-for-utah-on-event-contracts► https://x.com/peterktodd/status/2087194653019746734► https://x.com/mrhodl/status/2087181358468567052► https://x.com/mononautical/status/2087182951721402445► https://x.com/darosior/status/2087185233346986168► https://x.com/stutxo/status/2087300136934264992► https://x.com/grassfedbitcoin/status/2087251876442251683► https://x.com/gmoneypepe/status/1866684816542032323► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Pleb UnderGround
Larger Players Are Steadily Accumulating Bitcoin!

Pleb UnderGround

Play Episode Listen Later Aug 12, 2026 49:04


✔️ Bitcoin has broken out of the linear falling wedge ✔️ We're about to have our first cycle that's aligned with the business cycle in 6 years✔️ Hedge funds on CME flipped net long BTC futures✔️ Larger players have been steadily accumulating.✔️ The Bitcoin Power Law model suggests BTC should be ~$175,000 today✔️ Bitcoin has bottomed against the US stock market.✔️ BTCPayserver donating to sparrow wallet & the RED team✔️ BPI Publishing open letter to worlds leading AI labs✔️ Notice of ICANN .bitcoin TLD community application✔️ Clarity Act Update ✔️ BIP-110 ✔️ Blast from the past ✔️ Sources:► https://x.com/superbitcoinbro/status/2086944121273672120► https://x.com/philc411/status/2086948347907080350► https://x.com/RonSwanonson/status/2086667570367836196► https://x.com/philc411/status/2086960864834244943► https://x.com/ki_young_ju/status/2086684024173727783► https://x.com/killaxbt/status/2086800481704403222► https://x.com/philc411/status/2087197685912571987► https://x.com/IIICapital/status/2087181176146428369► https://x.com/gordongekko/status/2087194199376404584► https://x.com/btcpayserver/status/2086875600103367109► https://x.com/bitcoinpolicy/status/2086872430639771675► https://x.com/alexbosworth/status/2086836074115109201► https://x.com/wiz/status/2085029140453830725► https://x.com/wiz/status/2087148145105080750► https://x.com/theblockco/status/2087025939389845758► https://x.com/markartymko/status/2087195673259065796► https://x.com/pete_rizzo_/status/208726719962275856► https://x.com/watcherguru/status/2087232342905536833► https://www.paulhastings.com/insights/crypto-policy-tracker/cloture-filed-on-clarity-act-motion-to-proceed-cftc-to-advance-crypto-rules-either-way-fdic-approves-digital-asset-bank-and-court-rules-for-utah-on-event-contracts► https://x.com/peterktodd/status/2087194653019746734► https://x.com/mrhodl/status/2087181358468567052► https://x.com/mononautical/status/2087182951721402445► https://x.com/darosior/status/2087185233346986168► https://x.com/stutxo/status/2087300136934264992► https://x.com/grassfedbitcoin/status/2087251876442251683► https://x.com/gmoneypepe/status/1866684816542032323► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

CRYPTO 101
Crypto Rundown: Hedge Funds Go Long Bitcoin

CRYPTO 101

Play Episode Listen Later Aug 12, 2026 33:26 Transcription Available


In this episode, Tevo and Brendan analyze the current crypto market trends, hedge fund positioning, institutional involvement, and macroeconomic factors influencing Bitcoin and Ethereum. They explore the implications of recent data points, regulatory developments, and infrastructure growth for future market movements.Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.comCheck out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.comCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Market overview and current sentiment00:34 Hedge fund positioning and historical context02:10 Signs of bullish exhaustion and potential bottoming06:24 Institutional activity: Bitcoin treasury and regulatory outlook08:12 Traditional finance's increasing involvement in crypto10:50 Global regulatory developments and adoption trends17:51 Stablecoin growth and future opportunities21:09 Infrastructure expansion and long-term positioning23:26 Interest rate environment and macroeconomic signals29:01 Housing market dynamics and potential impacts30:32 Interactive visualization of market sentimentSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Market Matters
Inside Blackstone's hedge fund investing platform

Market Matters

Play Episode Listen Later Aug 11, 2026 31:51


Hedge funds are back in focus as elevated stock-bond correlations challenge traditional portfolio construction. In this episode, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, global head of Blackstone's Multi-Asset Investing business (BXMA), and Riad Abrahams, head of Strategy, Risk and Quant Analytics in BXMA. Together, they discuss how Blackstone evaluates and partners with hedge fund managers, how they think about diversification versus “di-worsification” and why drawdown correlation matters as much as headline performance. They also explore the rise of managed accounts and seeding, the role of leverage and crowded positioning and how data and AI could reshape the next era of hedge fund edge. This episode was recorded on June 26, 2026.   The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co. or its affiliates (together “J.P. Morgan') and are not from J.P. Morgan's Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use,  it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. The information contained in this podcast shall not form the primary basis of any investment decision. It is the user's responsibility to independently confirm the information and to obtain any other information deemed relevant to any investment decision. J.P. Morgan makes no representation or warranty (express or implied) regarding the fairness, accuracy, fitness for purpose, correctness or completeness of the statements, opinions, estimates, conclusions and other information contained in this podcast and J.P. Morgan accepts no responsibility whatsoever for any loss, direct or indirect, arising in connection therewith. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views. @2026 JPMorgan Chase & Company. All rights reserved.

Charity Mission Freewill Baptist Church
When the Hedge Comes Down - Pastor Dennis

Charity Mission Freewill Baptist Church

Play Episode Listen Later Aug 11, 2026 26:24


Recorded February 15, 2026 - Sunday Morning Service

The Michael Steele Podcast
Moment Of Clarity: The $100,000 Trump Insider Loophole Nobody Is Talking About

The Michael Steele Podcast

Play Episode Listen Later Aug 9, 2026 2:25 Transcription Available


Is political influence being turned directly into private profit? From selling insider access for $100,000 a month to stock trades timed around major announcements, political financial maneuvering has reached a whole new level. Michael Steele breaks down the intricate web of influence and asks the critical question: when does the American public finally say enough?Catch Michael Steele on The Weeknight Mondays - Fridays at 7pm EST on MSNBC: https://www.msnbc.com/weeknightFollow Michael on X: https://x.com/MichaelSteeleFollow Michael on Bluesky: https://bsky.app/profile/michaelsteele.bsky.socialFollow Michael on Instagram: https://www.instagram.com/chairman_steele/Follow Michael on Threads: https://www.threads.net/@chairman_steeleListen to The Michael Steele Podcast: https://podcasts.apple.com/us/podcast/the-michael-steele-podcast/id1412905534Watch The Michael Steele Podcast: https://www.youtube.com/playlist?list=PLJNKzTkCZE9uNqPiKYw5eU5YkS_mMsr6oIf you enjoyed this, be sure to share it with a friend!

Broken Pie Chart
Bad News is Good News? | SpaceX Shares Unlock Angle | Fed Hikes Off the Table? | There Aren't 10% Pre-Tax US Treasuries

Broken Pie Chart

Play Episode Listen Later Aug 9, 2026 59:01


Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about a jobs report the market read as bad news is good news: payrolls up just 23,000 versus 80,000 expected, the prior two months revised down by 103,000, and participation slipping to 61.4%, the lowest since February 2021, even as unemployment fell to 4.1%. Daniel Lacalle argues the Fed is already weighing on the labor market, yet overnight index swaps still price about 1.7 hikes by mid-2027 — so are hikes really off the table? Plus, the US Dollar Index breakout, why there aren't 10% pre-tax US Treasuries, and how the SpaceX share unlock could lift its Nasdaq-100 weight from roughly 1.3% to 3.1%.     Nonfarm payrolls added just 23,000 jobs in July versus 80,000 expected. The prior two months were revised down by a combined 103,000 jobs. Private payrolls rose 30,000 and manufacturing added 5,000. The unemployment rate ticked down to 4.1%. Daniel Lacalle argues the Fed is already hurting the labor market and hikes aren't justified. Labor force participation fell to 61.4%, the lowest since February 2021 per Charlie Bilello. Average hourly earnings rose 3.2% year over year versus 3.5% expected. Overnight index swaps now price about 1.7 hikes by mid-2027 with the implied rate near 4.05%. Why is the market pricing hikes rather than cuts after a soft jobs number? J.C. Parets asks whether the US Dollar Index breakout is a big deal. What a stronger dollar means for multinationals and commodities. Eric Balchunas notes the Middle East oil shipping futures ETF is up 1,294% year to date Drewry's WCI container freight benchmark sits at 4,297.46 per 40-foot box What rising freight and shipping rates signal about goods inflation ahead. How Nasdaq-100 weighs an adjusted market cap: SpaceX at roughly $1.5 trillion with about 5% free float SpaceX has a 15% factor, or about $225 billion effective cap and roughly a 1.3% index weight. If free float jumps to 12%, the factor jumps to 36%, based on today's price would raise weight to 3.1%   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag  

Watchdog on Wall Street
Hedge Funds: A Cautionary Tale

Watchdog on Wall Street

Play Episode Listen Later Aug 8, 2026 39:38 Transcription Available


 Chris Markowski, the Watchdog on Wall Street, discusses the harsh realities of the financial world, focusing on the recent collapse of hedge funds, the dangers of leverage, and the importance of accountability in investing. He emphasizes the need for patience and diligence in financial planning, warning against the allure of shortcuts and speculative investments. Markowski also critiques the role of special purpose vehicles in the market and advocates for a more responsible approach to wealth building.

The Hedge
Hedge 315: Engineering Psychology

The Hedge

Play Episode Listen Later Aug 7, 2026 47:11 Transcription Available


  We often talk about "human infrastructure" in network engineering--but what does this mean, and how do we help engineers "produce" while helping them to flourish as individuals? Catherine Hicks joins Tom and Russ to discuss the psychology of software engineering, and how the lessons learned apply to network engineering.   https://media.blubrry.com/hedge/media.blubrry.com/hedge/content.blubrry.com/hedge/hedge-315.mp3   download   You can find Catherine's new book on the psychology of software engineering here. If you would like to follow Catherine's writing in this area, including the impact of AI on work, you can find her blog here. You can connect with Catherine on LinkedIn.

Lance Roberts' Real Investment Hour
8-4-26 The 60-40 Portfolio Is Not Dead

Lance Roberts' Real Investment Hour

Play Episode Listen Later Aug 4, 2026 47:30


Is the classic 60/40 portfolio really obsolete, or are investors making a costly mistake by abandoning bonds? Lance Roberts & Jon Penn examine why fixed income still plays a critical role in portfolio construction, risk management, and long-term wealth preservation. We'll discuss why bonds remain valuable despite recent volatility, how they can improve diversification, and why chasing all-equity returns may expose investors to unnecessary risk. If you've been told that "bonds are dead," this conversation offers a different perspective backed by history and current market conditions. 0:00 INTRO 1:12 - Space-X First Report Preview 4:16 - Market Consolidation Continues 6:00 - Sometimes the Best Thing to Do is Nothing 8:57 - Space-X Options? 9:44 - 60/40 Portfolio is Dead? 13:41 - The Case Against Bonds 19:16 - Correlation Matters 24:09 Why Gold Does Not Belong in Bond Side of Portfolio 28:07 - Why We Own Certain Assets 31:02 - Understanding Beta 36:11 - Never Look at Bonds as a Hedge for Inflation 38:35 - Investing when it's "Safe" 39:36 - Inflation is not a Bad Thing 44:50 - Own Bonds, not ETF's Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/9KGokK9tGuA ------- Articles mentioned in this report: "Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move" https://realinvestmentadvice.com/resources/blog/bonds-in-your-portfolio-why-ditching-them-is-the-wrong-move/ "AI Bear Case: What Skeptics Get Right And Wrong" https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/ "The Momentum Crash: Is It Over?" https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Defy the Breakdown" https://youtu.be/Op2rlRHPdaU ------- Watch our previous show, "The Momentum Crash: Is It Over?" https://youtube.com/live/XLZMmL1p-H0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Investing #TechnicalAnalysis #RiskManagement #Bonds #PortfolioManagement #RetirementPlanning #AssetAllocation

The Real Investment Show Podcast
8-4-26 The 60/40 Portfolio Is Not Dead

The Real Investment Show Podcast

Play Episode Listen Later Aug 4, 2026 47:31


Is the classic 60/40 portfolio really obsolete, or are investors making a costly mistake by abandoning bonds? Lance Roberts & Jon Penn examine why fixed income still plays a critical role in portfolio construction, risk management, and long-term wealth preservation. We'll discuss why bonds remain valuable despite recent volatility, how they can improve diversification, and why chasing all-equity returns may expose investors to unnecessary risk. If you've been told that "bonds are dead," this conversation offers a different perspective backed by history and current market conditions. 0:00 INTRO 1:12 - Space-X First Report Preview 4:16 - Market Consolidation Continues 6:00 - Sometimes the Best Thing to Do is Nothing 8:57 - Space-X Options? 9:44 - 60/40 Portfolio is Dead? 13:41 - The Case Against Bonds 19:16 - Correlation Matters 24:09 Why Gold Does Not Belong in Bond Side of Portfolio 28:07 - Why We Own Certain Assets 31:02 - Understanding Beta 36:11 - Never Look at Bonds as a Hedge for Inflation 38:35 - Investing when it's "Safe" 39:36 - Inflation is not a Bad Thing 44:50 - Own Bonds, not ETF's Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/9KGokK9tGuA ------- Articles mentioned in this report: "Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move" https://realinvestmentadvice.com/resources/blog/bonds-in-your-portfolio-why-ditching-them-is-the-wrong-move/ "AI Bear Case: What Skeptics Get Right And Wrong" https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/ "The Momentum Crash: Is It Over?" https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Defy the Breakdown" https://youtu.be/Op2rlRHPdaU ------- Watch our previous show, "The Momentum Crash: Is It Over?" https://youtube.com/live/XLZMmL1p-H0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Investing #TechnicalAnalysis #RiskManagement #Bonds #PortfolioManagement #RetirementPlanning #AssetAllocation

TD Ameritrade Network
Managing Risk, Fixed Income as a Hedge & Portfolio Planning

TD Ameritrade Network

Play Episode Listen Later Aug 4, 2026 5:55


Ryan Dykmans cautions investors to carefully monitor inflation amidst an "exuberance" pertaining to Iran/U.S. talks on reopening the Strait of Hormuz. He says people should manage their risk and look at how they balance equities to fixed income. Ryan believes sticky inflation is the "number 1 thing" people are watching, but going forward he still sees supply-chain constraints affecting inflation to the upside. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Aussie LawnStars
Canberra Hedge and Lawn, loves his paper diary and personalised customer service

Aussie LawnStars

Play Episode Listen Later Aug 2, 2026 86:46


Tim Dennett shares many industry insights specific to Canberra and what made him want to run his business with a paper diary and personalised individual communications instead of relying on a CRM. Systems can ruin your business or fix it, but when you need to enjoy what you do, it's often more important to listen to the why behind the story and the business

The Pomp Podcast
Bitcoin Is The Best Hedge Fund That's Ever Existed | Jordi Visser

The Pomp Podcast

Play Episode Listen Later Aug 1, 2026 59:50


Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Figure's $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets.Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/======================0:00 - Intro0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure11:45 - Korea & Japan's market collapse13:56 - AI will destroy all public companies?15:20 - The bull case for hyperscalers & compute scarcity27:44 - Why bitcoin is the best hedge fund ever29:12 - Kevin Warsh & the Fed33:48 - Does this help Wall Street or Main Street?36:47- Advice for a 25-year-old starting their career today41:18 - Bitcoin & the rest of crypto industry48:52 - Migration, digital money & the breakdown of borders57:56 - What Jordi is covering in his next video

The Hedge
Hedge 314: Questions from a New Engineer

The Hedge

Play Episode Listen Later Aug 1, 2026 53:24 Transcription Available


  Sometimes we can be so focused on the problems in front of us that we forget the people who are following in our footsteps. Michael McCollum, a new network engineer, joins Tom and Russ to ask questions about life as a network engineer.

Joni and Friends Radio
A Tight Spot

Joni and Friends Radio

Play Episode Listen Later Jul 27, 2026 4:00


When you have nowhere to turn, you're not alone because the very presence of God stands with you there and will bring you through it. -------- Thank you for listening! Your support of Joni and Friends helps make this show possible. Joni and Friends envisions a world where every person with a disability finds hope, dignity, and their place in the body of Christ. Become part of the global movement today at www.joniandfriends.org.   Find more encouragement on Instagram, TikTok, Facebook, and YouTube.

Broken Pie Chart
Mag 7 Cap Ex Problem? | SpaceX vs Tesla | Earnings Implied Volatility AAPL vs MSFT | Lots of Dispersion in the S&P 500

Broken Pie Chart

Play Episode Listen Later Jul 27, 2026 56:50


Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about whether the Mag 7 companies have a free cash flow problem compared to historical payout ratios. Then, they look at the relationship in price action between SpaceX and Tesla. Later, what does the options market say about next week's Apple and Microsoft earnings reports? Oh yea, they touch on Strategy changing how it calculates the preferred STRC Sharp ratio, the US Dollar Index breaking out, oil prices, and much more.   Do Mag 7 companies have a free cash flow problem? Comparing Mag 7 payout ratios to historical levels How rising cap ex is squeezing free cash flow The relationship in price action between SpaceX and Tesla What does the options market imply for next week's Apple earnings? Comparing earnings implied volatility in AAPL vs MSFT Strategy changes how it calculates the preferred STRC Sharpe ratio The US Dollar Index breaks out Where oil prices go from here Lots of dispersion under the surface of the S&P 500   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

Insurance Pro Blog Podcast
Private Placement Life Insurance-Why IUL Beats the PPLI Pitch

Insurance Pro Blog Podcast

Play Episode Listen Later Jul 26, 2026 31:25


There's a version of the life insurance conversation that comes with a velvet rope. Someone from the private client side of a bank or advisory firm tells you they have something they don't discuss with just anybody, and then they start explaining private placement life insurance. We've been on the receiving end of that call. This week we walk through what PPLI actually is, why the pitch sounds so good, and why the math almost never gets there. The concept is simple enough. Hedge funds and private equity throw off the kind of income that creates real tax headaches for high earners. So wrap the whole thing inside a life insurance policy and let the tax treatment of life insurance do the heavy lifting. If that sounds a lot like variable universal life to you, you're not wrong. Mechanically, it's the same animal with a different label on the investment sleeve. The problem is what happened after the idea got popular. Webber v. Commissioner settled the question of whether you get to hand-pick the funds inside the policy. You don't. The investor control doctrine requires you to stay out of the selection process entirely, which means what you actually own is an insurance-dedicated fund — a fund of funds, buying pieces of whatever managers are willing to participate. The managers with money beating down their door generally aren't willing to participate. Which tells you something about what ends up on the menu. Then there's everything else. A multi-million dollar, multi-year premium commitment you can't simply stop making. Less accessible cash value than a well-designed policy gives you. Insurance charges that run higher than what we see on indexed universal life, plus a separate layer of expense for owning the investments. And a very real possibility that the account goes down, because there's no floor under any of it. We also get into the bill Senator Wyden introduced in April 2026, which would strip life insurance tax treatment from most private placement contracts and would apply to policies already in force. It probably isn't going anywhere in this Congress. But things like it have a way of hanging around, coming back, and eventually getting compromised into law in some smaller form. Our conclusion after going through all of it: for nearly everyone being shown a PPLI proposal, a properly designed minimum non-MEC indexed universal life policy does the same job. Far less money required to start, far more access to your cash, and none of the compliance or legislative tail risk. Life insurance stands on its own merits. It doesn't need backroom secrecy to be worth owning. Been pitched PPLI and want a second opinion? Send us a message and tell us what you're looking at, or book a call and we'll walk through the numbers with you.

The White Witch Podcast
The Buck Moon

The White Witch Podcast

Play Episode Listen Later Jul 25, 2026 34:46


Hello Witches The Buck Moon rises at the height of summer when the forests and fields are alive with abundance and the stag carries his newly grown antlers. In this month's Full Moon episode we are exploring the deeper symbolism of the Buck Moon and what this powerful lunar phase invites us to reflect upon. Together we will journey through its folklore, mythology and spiritual meaning discovering why the stag has become such a powerful symbol of renewal, resilience and personal sovereignty. We will also explore the deities and spirits traditionally connected to this moon including Cernunnos, Herne the Hunter, Pan, Artemis, Diana and the mythical Norse stag Eikthyrnir whose antlers were said to nourish the rivers of the world. We will touch upon the earth spirits and fae associated with this season and consider how the natural world mirrors our own inner cycles of growth. I hope this episode encourages you to honour how far you have already come, celebrate your own becoming and remember that just like the stag, your greatest strength often grows quietly before the world ever sees it. Rituals referenced can be found here - https://www.themoonschool.org/full-moon/5-full-buck-moon-rituals-july/?utm_source=Pinterest&utm_medium=organic Tarot card reference - https://soulsisterstarot.com/if-the-buck-moon-were-a-tarot-card-king-of-wands-meaning Deer Symbolism - https://soulsisterstarot.com/buck-moon-symbols-and-omens?utm_source=Pinterest&utm_medium=organic Crowned by Sunlight - Find my Lammas zine and witch box here - https://www.etsy.com/uk/listing/4323670327/crowned-by-sunlight-a-lammas-witch-box https://www.etsy.com/uk/listing/4323665554/crowned-by-sunlight-a-lammas-grimoire The Coven - Join me in Lincolnshire from this autumn for monthly in person gatherings - for witches, seekers and lovers of folklore and magick - lessons, folklore, meditation & community - more details here and to follow - https://www.patreon.com/TheHedgeandHollow/posts/coven-autumn-164633973?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link Lammas Gathering - Thursday 30th July from 7pm via Zoom For this circle we gather to honour the first harvest and reflect upon one of nature's greatest teachings - “The Earth asks, what are you willing to sacrifice for what must live?” When we hear the word sacrifice we often think of loss, but nature tells a different story. The wheat cannot become bread while it remains standing in the field, the fruit must be picked before it begins to nourish. Every harvest asks us to release one form so that another may emerge. Lammas reminds us that growth is not only about planting new seeds but is also about recognising what has fulfilled its purpose and having the courage to let it go. Together we will explore what we have cultivated over the past year, celebrate the blessings already ripening in our lives and gently ask ourselves what we are ready to release so that something even more meaningful can flourish. As the Wheel of the Year begins its slow turn towards autumn, Lammas invites us to pause before the rush of the coming seasons. It asks us to acknowledge how far we have come, gather the wisdom we have earned and consciously choose what we wish to carry forward. Sign up through The Witches who run with the Wolves tier in The Hedge & Hollow - Patreon - https://patreon.com/TheHedgeandHollow?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink Our theme in The Hedge & Hollow for July is The Storyteller. This month we step beyond the pages of the storybook and into the enchanted forest itself. Together we will explore how folklore has shaped our understanding of the world for centuries, uncover the archetypes that continue to guide us today and discover that the stories we return to are often mirrors reflecting our own journeys of becoming. Whether you have always loved fairy tales or have never looked beyond them as childhood stories I hope you will discover that behind every enchanted forest, witch's cottage and magical transformation lies timeless wisdom that still speaks to us today. We will explore - The stories we inherit and the stories we choose to live by Discover how the narratives we tell ourselves quietly shape our lives and why changing your story may be the first step towards changing your future. The archetypes that live within us Meet the Wild Woman, the Witch, the Wise Woman, the Maiden, the Crone and the Fairy Godmother exploring how these timeless figures continue to guide us through different seasons of our lives. Folklore as a map for transformation We will uncover why fairy tales were never simply entertainment but symbolic maps leading us through initiation, grief, courage, love, shadow and rebirth. The hidden language of symbols Why do forests, wolves, mirrors, apples, keys and rivers appear again and again in folklore? Together we will look at the symbolic language that has woven through myths and fairy tales for centuries. A deep dive into a beloved fairy tale Together we will journey into one traditional fairy tale uncovering its forgotten folklore, symbolism, magickal correspondences and the wisdom hidden between its pages. A guided journey to Baba Yaga's hut Deep within the forest you will meet the ancient witch herself, who will reveal the story that is ending, the story waiting to be written and the archetype currently walking beside you. The Storyteller's Grimoire Beautifully designed printable grimoire pages filled with journal prompts, symbolic correspondences, reflective exercises and invitations to begin discovering your own personal myth. Accessible through the Sorceress & Witches who run with the Wolves tier in The Hedge & Hollow - Find my Etsy store here for zines, witch boxes, spell candles and altar posters here - https://www.etsy.com/shop/TheWhiteWitchCompany?ref=seller-platform-mcnav https://patreon.com/TheHedgeandHollow?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink Instagram - https://www.instagram.com/thewhitewitchpodcast/?hl=en For PR enquiries etc please email carly@thewhitewitchcompany.co.uk Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Hedge
Hedge 313: Out of Band Management Networks

The Hedge

Play Episode Listen Later Jul 24, 2026 42:38 Transcription Available


  Most designers and operators default to carrying all traffic--including network management traffic--across the same paths as application data, or in band. Is this the right choice, or should operators seriously consider creating an out-of-band network just for network management? If you decide to build an out-of-band network, what are some of the considerations and lessons learned? Daryll Swer joins Tom and Russ to discuss.

Find the Path Podcast
War for the Crown Episode 150: Hedge Hill

Find the Path Podcast

Play Episode Listen Later Jul 21, 2026


The War for the Crown continues as the Knights of Summer enter the forest atop Hedge Hill in Yanmass, searching for what the Kozan Bravos were sent to find by the Earl Merkondus. Support us on Patreon to access our actual play of the Tyrant's Grasp Adventure Path, with new episodes every Monday, and other [...] The post War for the Crown Episode 150: Hedge Hill appeared first on Find the Path Ventures.

Faster Forward
Scaling the Future of OCIO: Data, AI and Operational Efficiency (Video)

Faster Forward

Play Episode Listen Later Jul 21, 2026


The outsourced chief investment officer (OCIO) industry is growing faster than many expected, with assets projected to approach $6 trillion by 2030. In this episode of Market Pulse, Grant Johnsey sits down with Kate McCabe, Head of OCIO and Commercial Strategy at Northern Trust, to discuss findings from Northern Trust’s latest Asset Owner Peer Study. Together, they explore how OCIOs are increasing allocations to private markets, managing liquidity challenges, leveraging AI to improve operational efficiency, and navigating growing demands around data, technology and scale. They also discuss what asset owners should be watching as the OCIO landscape continues to evolve and where service providers can help support future growth. Important Disclosures The audio podcast is being provided for informational and educational purposes only and is not meant to be taken as investment advice or a recommendation of any specific investment product or strategy. The information does not take your financial situation, investment objective(s), or risk tolerance into consideration. Listeners, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, investment, accounting or tax advice from their own counsel. Non‑U.S. Small Cap Equities Non‑U.S. small cap equities may provide diversification and growth potential but carry elevated risks. These include currency volatility (e.g., U.S. dollar strength reducing returns), higher volatility, and lower liquidity. These securities are more sensitive to local economic, political, and regulatory conditions and may underperform in certain market cycles. They may include lower-quality or unprofitable issuers and are more exposed to trade policy and geopolitical developments. Alternative Investments Alternative investments are not suitable for all investors. Hedge funds use leverage, derivatives, and short selling, which can amplify losses. These investments are typically illiquid, lack regular pricing transparency, and charge high fees that may reduce returns. Interests are not readily transferable, and a secondary market may not exist. Investors should also consider tax complexity and reduced regulatory oversight compared to mutual funds.

Faster Forward
Scaling the Future of OCIO: Data, AI and Operational Efficiency (Audio)

Faster Forward

Play Episode Listen Later Jul 21, 2026 32:20


The outsourced chief investment officer (OCIO) industry is growing faster than many expected, with assets projected to approach $6 trillion by 2030. In this episode of Market Pulse, Grant Johnsey sits down with Kate McCabe, Head of OCIO and Commercial Strategy at Northern Trust, to discuss findings from Northern Trust’s latest Asset Owner Peer Study. Together, they explore how OCIOs are increasing allocations to private markets, managing liquidity challenges, leveraging AI to improve operational efficiency, and navigating growing demands around data, technology and scale. They also discuss what asset owners should be watching as the OCIO landscape continues to evolve and where service providers can help support future growth. Important Disclosures The audio podcast is being provided for informational and educational purposes only and is not meant to be taken as investment advice or a recommendation of any specific investment product or strategy. The information does not take your financial situation, investment objective(s), or risk tolerance into consideration. Listeners, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, investment, accounting or tax advice from their own counsel. Non‑U.S. Small Cap Equities Non‑U.S. small cap equities may provide diversification and growth potential but carry elevated risks. These include currency volatility (e.g., U.S. dollar strength reducing returns), higher volatility, and lower liquidity. These securities are more sensitive to local economic, political, and regulatory conditions and may underperform in certain market cycles. They may include lower-quality or unprofitable issuers and are more exposed to trade policy and geopolitical developments. Alternative Investments Alternative investments are not suitable for all investors. Hedge funds use leverage, derivatives, and short selling, which can amplify losses. These investments are typically illiquid, lack regular pricing transparency, and charge high fees that may reduce returns. Interests are not readily transferable, and a secondary market may not exist. Investors should also consider tax complexity and reduced regulatory oversight compared to mutual funds.

See You Next Summer
Over The Hedge

See You Next Summer

Play Episode Listen Later Jul 21, 2026 50:42


We continue DreamWorks month with Over the Hedge, a very interesting movie about animals' homes getting taken by gentrification and capitalism.Make sure you follow Billy and Raul on @MasterOfPuns196 and @raulvaderrdz, respectively, as well as the main show @SYNSPod, all on BlueSkyhttps://zencastr.com/?via=raul

Broken Pie Chart
Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks Dip

Broken Pie Chart

Play Episode Listen Later Jul 20, 2026 54:48


Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings. Later, did anything fundamentally change with the memory stocks like Micron or people just don't want to be the last out. Finally, the Strait of Hormuz didn't matter to markets until the market decided it mattered again.   Apple sues OpenAI Micron and the memory stocks dip again Trading behavior psychology losing hurt more than winning feels good? Strait of Hormuz tanker tracker ticks lower More sellers than buyers in memory stocks SpaceX moves below its IPO price Looking at the Mag7 stocks and how they grew into their valuations over a decade    Were the Mag7 stocks expensive or undervalued in hindsight 10 years ago? SpaceX forward valuation Interest rates and oil prices Inflation surprises to the downside   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

St Gabriel Catholic Radio
072026 Saint Gabriel Café – Fr. Dan Olvera, Judy Hedge, and Fr. Bob Hoffman

St Gabriel Catholic Radio

Play Episode Listen Later Jul 20, 2026 59:16


Overdrive Radio
Hedge against a bad broker: Trucker of the Month Ruben Dotto insists on cash before unload

Overdrive Radio

Play Episode Listen Later Jul 20, 2026 30:04


Independent and step deck-hauling owner-operator Ruben Dotto, headquartered in central Florida, was Overdrive's Trucker of the Month for June. He's most certainly seen positive pressure rise on brokered rates, particularly for the heavy-equipment and machinery side of his outbound-from-Florida business this year. Good in the short term, for certain, but no matter the market conditions Dotto's poised to make hay when the sun shines, keeping costs in check by handling most maintenance on his big-bunk T660 Kenworth himself. He's certainly not afraid to get the hands (and more) dirty -- as a picture of him after pressure-washing the underside of both truck and trailer on the cover of this week's podcast makes abundantly clear. Yet when a dirty broker muddied up a load by ghosting him on $3,800 worth of a Los Angeles-Nebraska partial, the experience strengthened resolve to vet any unfamiliar middleman more fully on the front end. For any broker not approved for credit by his current OTR Solutions factoring company, he insists on payment before unload in nonnegotiable terms as a condition of any deal. More often, though, he just declines to do business if the broker's credit standing is in question, a common approach among owner-operators. Download our recently-released special report, based on responses from 100s of owner-operators in Overdrive's audience, to gain insight on the extent of the problems of fraud and nonpayment in brokered freight markets, likewise tactical insights on ways to mitigate getting involved with the bad actors: https://www.overdriveonline.com/15829986 For this podcast, we spoke both to Ruben Dotto and his wife, Michelle, about their two decades-plus in business with authority. The Dottos' story in trucking started with Ruben hauling hotshot pulling nursery freight, but the seeds for it were sewn even farther back, Ruben riding along with his father as a boy growing up in Argentina: https://overdriveonline.com/15828710 Nominate an owner-operator you admire, or your own business (up to 3 trucks), for Overdrive's Trucker of the Year honor via https://overdriveonline.com/toptrucker And: To check out owner-operator Dustin Ross's absolutely pristine custom Sterling truck, as mentioned, follow this link: https://www.overdriveonline.com/overdrive-extra/article/15676650/impressive-custom-2000-sterling-uses-adapted-peterbilt-chrome

Slappin' Glass Podcast
Hedge & Plug Solutions, Learning Frameworks, and European Film | SG Deep Dive

Slappin' Glass Podcast

Play Episode Listen Later Jul 17, 2026 34:02


In this SG Deep Dive, Dan Krikorian, Patrick Carney, and Eric Fawcett examine how offenses are attacking the hedge-and-plug pick-and-roll coverage that continues to spread throughout European and modern basketball.The conversation begins with why the coverage has become so effective. Hedge and plug allows the defense to pressure the ball without fully committing two defenders, protect the short roll, and remain compact behind the play. Because many offenses still rely on two quick passes to escape the hedge, defenses have also become increasingly prepared for the rotations that follow.From there, the group explores ways to create an advantage before the defense can settle. They break down rejecting the hedge, using Gortat screens against the recovering big, flipping or hooking the screening angle, “sticking” the plug defender, and flowing into boomerang rescreens that can turn the original hedge into a drop or switch.A central theme is the micro closeout faced by the on-ball defender after disengaging to plug the roll. The discussion covers how offenses can attack that vulnerable footwork, along with defensive teaching points involving stance, handwork, jump timing, and calculated risk.The episode also revisits Dave Collins' idea of coaching as “informed art.” The group discusses blending cognitive science, ecological dynamics, the constraint-led approach, and predictive processing while still accounting for the players, context, and human feel of coaching.They close with the European teams and playoff series currently filling their film queues. What You'll Learn Why hedge and plug can create ball pressure while keeping the rest of the defense compact.  How advanced defenses are solving the pick-and-roll two-on-two and preparing for the offense's second pass.  Why rejecting the hedge can expose the on-ball defender's moment of disengagement.  How to use Gortat screens, flip screens, and boomerang rescreens against the recovering big.  What the group means by a micro closeout, and why it gives the ball handler an immediate advantage.  Teaching considerations for the plug defender's footwork, hand positioning, and jump timing.  Why offenses need to generate an advantage inside the initial ball-screen action instead of simply accepting the coverage.  How coaches can blend cognitive science, ecological dynamics, and predictive processing without becoming tied to a single framework.  Why good practices and wins deserve the same level of reflection as poor performances.  Teams and playoff series worth studying across the Spanish ACB and European basketball.To join coaches and championship winning staffs from the NBA to High School from over 70 different countries taking advantage of an SG Plus membership, visit HERE!

The Hedge
Hedge 312: Keys and DNS

The Hedge

Play Episode Listen Later Jul 17, 2026 47:56 Transcription Available


The entire technology world has, for decades, treated the IP address as a shorthand host identifier. This is clearly not the way IP was designed, but what are our other choices? In this episode of the Hedge, Scott Robohn joins Russ And Tom to discuss a recent paper arguing cryptographic keys should be the primary host identifier, and another article on the centrality of DNS to the Internet.

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Smart Money Is Pouring In... These Stocks Could DOUBLE

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Jul 14, 2026 38:13


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcOil just exploded higher after fresh Strait of Hormuz headlines… and the energy sector is suddenly back on fire.In this breakdown, we look at why oil prices surged, why energy stocks are ripping, and how to use OVTLYR's new Sector Intelligence Map to follow the money in real time. Energy was the clear standout, but the tech sector was a very different story, with a huge red waterfall showing up across semiconductors and several major names.We also dig into the strange semiconductor setup. Hedge funds have reportedly been piling into chip stocks, even while the sector is getting hit hard. That does not mean blindly buying the dip. It means using the data to find where the next confirmed rip could start. Texas Instruments is one name to keep on the radar if it can clear resistance and flip back to a buy signal.Then we look at oil, gold, yields, and TBX. USO may be starting to bottom, gold is sitting near a major $4,000 support level, and yields are pushing higher again, which can put pressure on stocks. TBX also just flashed a buy signal as a way to track rising Treasury yields through an inverse bond ETF.✅ Oil surge, Strait of Hormuz headlines, and energy stocks✅ OVTLYR Sector Intelligence Map and sector rotation✅ Semiconductors, hedge fund exposure, TXN, ASX, and chip stocks✅ Gold near $4,000, USO, oil, yields, and inflation pressure✅ TBX buy signal, Treasury yields, and market riskIf you want to see how to follow money rotation instead of chasing headlines, this one shows the process step by step.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Broken Pie Chart
Fed Inflation Task Force | Free Cash Flow Hyperscalers vs Semiconductors | Head and Shoulders Crude Oil | Earnings Season Kicks Off | Anthropic S-1 Wait

Broken Pie Chart

Play Episode Listen Later Jul 13, 2026 50:33


Derek Moore is joined by Mike Snyder and Shane Skinner, looking at the Fed Task force and what that means for how the Fed evaluates inflation data. Plus, Anthropic is the S-1 everyone is waiting for. Later, they talk through a classic head and shoulders pattern than played out in WTI Oil charts, Fed probability of interest rate changes, Fed Minutes, and the generational exchange of free cash flow from hyperscalers to Semiconductor companies. All this and more this week.   The Fed's new Inflation Task Force and what it means for how the Fed evaluates inflation data Anthropic: the S-1 everyone is waiting for A classic head and shoulders pattern playing out in WTI Crude Oil charts Fed probabilities of interest rate changes and the latest Fed Minutes The generational exchange of free cash flow from hyperscalers to semiconductor companies Earnings season kicks off What is an S-1 filing? What is a head and shoulders technical pattern? Which companies are reporting earnings soon?   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

Remnant Finance
E107 - You Cannot Imagine How Expensive 2050 Will Be. Plan Like It.

Remnant Finance

Play Episode Listen Later Jul 10, 2026 60:47


Schedule with Scott: https://callosborn.comBook a call: https://remnantfinance.com/calendar Out Print the Fed with a 1% target per week: https://remnantfinance.com/optionsEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE_____________________________In this episode, Hans welcomes back Scott Osborn, a retired Army officer turned financial planner who specializes in working with airline pilots, for a conversation about behavior, compounding, and why going conservative too early (or at the end) might be the most expensive mistake in retirement planning.They dig into what makes the airline pilot compensation structure unique, why average rate of return is a red flag that means nothing, and how the dollar milkshake theory explains a strong dollar even as Congress drives deficit spending off a cliff. From there they get into the math of compounding, including the magic penny example where losing a single day at the end costs you $2.6 million, and why a real plan with five to seven years of safe income lets you keep your growth assets ripping instead of chopping off the most valuable years of the curve.Chapters: 00:00 – Opening segment 02:40 – Why airline pilots need specialized planning 04:50 – Headwinds, tailwinds, and fixing behavior first 06:15 – Market timing and the "market is too expensive" trap 07:25 – Optimism is the only realism 08:40 – "This time is different" is the bait that ruins investors 10:00 – Why average rate of return means nothing 11:55 – The dollar milkshake theory explained 18:15 – True diversification is across asset classes, not sectors 18:40 – IBC and the collapse of the dollar: hedging against being wrong 24:00 – Reality will keep slapping your predictions in the face 27:00 – Bad life insurance advice is dished out freely 33:15 – Maximize fixed income to keep equity allocation high 33:50 – The real multiplier math: 12x at 10 years, 66x at 30 38:45 – The magic penny: losing day 30 costs you $2.6 million 42:30 – Five to seven years of safe income keeps you aggressive 43:50 – Market at all-time highs while everyone feels uneasy 47:10 – Dry powder: going conservative with new money only 48:05 – A mortgage from 2000 and what 2050 will look like 52:15 – The K-shaped economy and playing the rules as written 58:30 – Closing segmentKey Takeaways:Average rate of return means nothing. Volatility, sequence of returns, and inflation all destroy the simple spreadsheet math of dragging 8% across cells. Build a robust portfolio for total lifetime return instead of chasing an annual average.The last years of compounding are the most valuable, so don't chop them off. A penny doubled daily hits $5.3 million in 30 days, but losing just day 30 costs you $2.6 million. Target date funds that dial down growth near retirement are cutting the curve at its steepest point.Preservation without a plan is its own loss. A 63-year-old who went to all cash out of fear missed out on roughly $1 million of growth in two years. His account never went down, but it went down from what it should have been.Five to seven years of safe income is the unlock. Between IBC policy cash value, cash savings, and conservative new contributions, you can weather the worst market stretches without selling equities at a loss, which lets you stay aggressive for a long, long time.Everyone who bet on the dollar collapsing has been wrong so far. Gold, raw land, and the fortified homestead all require dollars to acquire. Hedge against being wrong by optimizing your dollar acquisition and preservation either way.

The Hedge
Hedge 311: The Dangers of AI

The Hedge

Play Episode Listen Later Jul 9, 2026 51:06 Transcription Available


We are often told that if engineers who don't go "all in" on AI will be left behind. While there are a few voices who argue that AI can be a dangerous tool, impacting not only the quality of our work, but the very quality of our thinking skills. Doug Smith, a critic of using AI for engineering, joins this episode of the Hedge to argue the contrary view of AI. What are the dangers of relying on AI?

The Wolf Of All Streets
Bitcoin's BIGGEST Test Yet? Saylor Sells $216M (Macro Monday)

The Wolf Of All Streets

Play Episode Listen Later Jul 6, 2026 64:13


In today's Macro Monday, we break down why Bitcoin may be entering the final stages of its correction. Spot Bitcoin ETFs have started seeing inflows again after record outflows, miner stress has reached historically rare capitulation levels, and the market continues to absorb selling from Strategy without breaking key support. We also discuss why the macro backdrop may finally be shifting in Bitcoin's favor. Hedge funds just recorded their biggest tech selloff since 2016, expectations for Fed rate cuts are rising after weak jobs data, gold is rallying despite ETF outflows, and investors are beginning to ask whether capital is rotating out of AI and back into store-of-value assets like Bitcoin and gold. Learn more about your ad choices. Visit megaphone.fm/adchoices

Slappin' Glass Podcast
Francesco Tabellini on Playing Relentless, Tagging Up Killers, and Attacking the Hedge & Plug

Slappin' Glass Podcast

Play Episode Listen Later Jul 3, 2026 85:55


This week we're joined in this SG Classics episode by International Head Coach Francesco Tabellini for a deep dive into the concepts behind his team's relentless style of play.Tabellini opens the conversation by unpacking the idea of “canceling the pauses” in the game — eliminating the dead space between offense and defense, defense and offense, and every small conversion moment in between. From there, he details how Nymburk builds pace through first-three-step urgency, no-catch zones, early outlets, transition cutting, and a constant pressure-on-the-rim mentality.The conversation also explores offensive spacing and cutting principles, including baseline cuts on middle penetration, OKC cuts on baseline drives, shortening the pass, and why player confidence is central to shot selection. Tabellini explains how tagging up not only creates extra possessions, but also supports shooting freedom, transition defense, and full-court pressure.Later, the discussion moves into the defensive side of the floor, including the details of teaching tagging up, evaluating effort, structuring practice to build habits, and using hedge-and-plug coverage as a temporary switch designed to disrupt rhythm, force decisions, and keep opponents uncomfortable.What You'll Learn How Tabellini defines “relentless basketball” and why it starts with removing the pauses between phases of the game  Why the first three steps in transition are a major teaching point for Nymburk  How “no-catch zones,” pitch-aheads, and 28-meter cuts create early dynamic advantages  Why aggressive cutting can solve spacing problems rather than create them  How tagging up can become both an offensive rebounding system and a transition defense tool  Why leaving the tag too early can kill the entire purpose of tagging up  How Nymburk structures practice to reinforce tagging up without overloading players  Why Tabellini views hedge-and-plug coverage as a temporary switch  How slips, flips, and re-screens stress aggressive ball screen coverages  Why activity, effort, and mistake-fixing are central to Tabellini's coaching philosophyTo join coaches and championship winning staffs from the NBA to High School from over 70 different countries taking advantage of an SG Plus membership, visit HERE!

InvestTalk
Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order

InvestTalk

Play Episode Listen Later Jun 27, 2026 42:25 Transcription Available


The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The John Batchelor Show
S8 Ep1006: Michael McFaul describes Vladimir Putin as an ideological risk-taker who views himself as a defender of "orthodox Christian values" against a threatening West. McFaul argues that previous US administrations failed to hedge against Rus

The John Batchelor Show

Play Episode Listen Later Jun 14, 2026 10:13


Michael McFaul describes Vladimir Putin as an ideological risk-taker who views himself as a defender of "orthodox Christian values" against a threatening West. McFaul argues that previous US administrations failed to hedge against Russian aggression by not expanding NATO faster or providing sufficient weaponry to "gray zone" countries like Ukraine. This perceived lack of resolve may have emboldened Putin's 2022 full-scale invasion. Furthermore, the segment explores how autocracy is gaining global popularity, as some perceive it to be more efficient than the bureaucratic "veto points" often found in democratic systems. (5)1938