Podcasts about hugely

This audio is brought to you by Wearcheck, your condition monitoring specialist. South Africa's many underground mines can be used as batteries that store the clean electricity that the water descending for cooling can provide. At the same time, the local community could end up with a utility that supplies them clean water along with a store of cheap and reliable green energy. While the chemical battery systems for the storage of electricity last for ten to 15 years, pumped hydro longevity from repurposed mines is in the 50-year to 100-year category. Moreover, the bulk of the capital required for the building of a pumped hydropower facility in a mine will likely go into local pockets. The local community will also likely supply the labour to keep the mine operating as a hydro facility and also probably provide the human resource for the construction of the upper and lower reservoirs and the penstock. Repurposing mines could also help South Africa to advance along the road to energy independence and possibly also eventual energy exportation, while simultaneously ensuring optimum scarce water use. South Africa, which already has hydropower installed in many of its deep-level mines, is probably better positioned than most countries to take advantage of pumped hydropower technology, which provides a cost-competitive energy storage solution. Moreover, it fits hand-in-glove with South Africa's superior sun and prime wind power to pump the closed-loop water back to surface for renewed release. Already, there are 50 mine sites that make use of the kinetic energy gravity gives to the falling water, which allows it to spin wheels from which electricity is generated with the help of Pelton technology installed in the 70s and 80s. Included among these mine sites are some of the world's deepest operating turbines, with heads of up to 1 890 m, putting South Africa in pole position to take full advantage of the global renewable energy plus storage trend in next to no time. Hugely advantageous is that most of the deep-level mines in all the provinces where steps are being taken to install chemical battery storage, including in South Africa's Gauteng, Free State, and North West provinces. South Africa already knows a great deal about pumped hydro thanks to Eskom's Drakensberg, Palmiet, Ingula, Steenbras and other pumped storage schemes that serve as massive water batteries. Now it has the added opportunity of turning even discard mines to further account. The water will be pumped up when operations have excess renewable power and allowed to gravitate back down the mine when electricity is needed. This reduces storage capacity when compared with lithium batteries and even hydrogen storage. It is a smart solution based on the physical assets that are under-utilised and provides a cost-effective solution for the whole South African package. These are among the very many insights provided by Karst Hydro MD Guy Richards and Karst operations director Jessica Giger, who spoke to Mining Weekly in a Zoom interview. (Also watch attached Creamer Media video.) Karst is a project development company that specialises in underground pumped hydroelectric energy storage project and essentially what that means is that the company repurposes mines for energy storage. Project definition services for mine owners wanting an independent source of power are there for the taking. While battery energy storage systems are being procured by the Department of Mineral Resources and Energy, mine owners can double as long-life water utilities by reutilising their assets that already have access to power transmission networks, environmental management models, and water use licences. What level of electricity contribution are Pelton wheels making in mines? They started to constructing the Pelton wheels working in South African mines in1978 and they are very reliable. They are used primarily for energy recovery. The other feature of on-site storage is that it gives the mine ...

Now THIS is going to be a podcast you DO NOT want to miss!    Check the link in my bio!!   It's time for another episode of our HUGELY popular SIX ROUNDS VIP Guest podcast!   In this episode, a very good friend of mine, world class high performer, entrepreneur and 8 figure investor Ian Bower is taking on Daniel Hill to go behind the scenes with six surprise topics which neither have any idea of!    In this Six Rounds, at 10 minutes apiece, Dan and Ian covered the below HIGHLY PERSONAL questions and in many cases VERY PRIVATE topics which are now yours to enjoy!    Round One: High Performance Round Two: The Fast Lane Round Three: Balance Round Four: Spirituality Round Five: Reflection Round Six: How Your Brain Works   Depending how well you know Dan or Ian, these may or may not seem like the six round topics you would expect to see from two long standing, high performing, 8 figure award winning Property Entrepreneurs at the top of their game but that is the beauty of dropping the ego, opening up and going six rounds on The Blueprint Podcast.    Success and Failure are both very Predictable    LET THE GAMES BEGIN!!!!!   We hope you enjoy....!   Exclusive Offer for Six-Figure Earners: Secure Your Financial Future Today!     Are you making over £100k annually?    Take control of your financial destiny and secure generational wealth with our proven blueprint at www.LivingOffTheSteam.co.uk    Exclusive offer for experienced investors.    Guaranteed 10x return, backed by a full refund guarantee!   Want to learn more?   Want to know the ONLY 5 PROBLEMS you need to overcome to become a High Net Worth Property Entrepreneur making 6 and 7 figure annual profits? Click here now to download our FREE PDF report   Daniel Hill's brand new, first-ever published book Karma Credits: The Universal Law of Wealth, Health and Happiness can be purchased on Amazon. Click here now to purchase a copy.   If you've not already joined the 10.9k Property Entrepreneurs for FREE in the Property Entrepreneur Facebook Group, click here to join now:  The Property Entrepreneurs Community   If you're listening to this podcast but have not yet subscribed, click the subscribe button to listen to what Daniel and other industry leading guests have to say on a weekly basis on all things business, investment property and lifestyle: The Official Property Entrepreneur Podcas‪t    Keep up to date with Daniel's unique and proven Blueprints by subscribing to The Blueprint YouTube Channel now   Follow Daniel on Social:   Instagram: @propertyentrepreneur_  Facebook:  @PropertyEntrepreneurOfficial LinkedIn: @propertyentrepreneur  

Anything built in Georgetown has to go through the Old Georgetown Board. And, most recently it refused to approve an office-to-residential conversion on Thomas Jefferson St. NW. Topher Matthews, from Georgetown Metropolitan, explains how this unelected board of architects came to be and why it may be out-of-step with the city's priorities. Want a free (and beautiful) engraved mug? Sign up to become a City Cast DC member to enter the raffle. Plus you'll get ad-free listening, for as little as $8 a month. Sign up by April 5 to qualify. What's the mug engraved with? “Hey DC”! The name of our daily morning newsletter. Sign up for more local news. Interested in advertising with City Cast? Find more info HERE And we'd love to feature you on the show! Share your DC-related thoughts, hopes, and frustrations with us in a voicemail by calling 202-642-2654. Learn more about your ad choices. Visit megaphone.fm/adchoices

Show notes: thetaxprofessionalspodcast.com/TTPP97Masterclasses for Tax Professionals (Tax Research and Tax Advice): https://www.thetaxprofessionalspodcast.com/masterclasses/ Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou'll LearnOverview of Stevi and his career(16:30) The pressures on in-house tax teams & how technology can help(30:30) Can you have one piece of tax tech that deals with all taxes and does everything?(34:15) Why is using OneDrive/Sharepoint and Excel alone not good enough in today's world for in-house tax functions?(42:30) Where should in-house tax teams start when improving their use of tax(47:15) How to identify the right tax-tech software you need once you've identified the problem/areas of improvement(50:30) How external advisors can support in-house tax teams to use tax tech to improve the team?(55:00) Should small businesses invest in tax tech or is it limited to large multinationals currently?ResourcesOther tax tech episodes:TTPP81: Tax Technology Director Shares What It's Like to Work in Tax Tech with Alexander Kobakhidze [Tax Role Insights, Episode 3]TTPP90: Improve Your Tax Research and Save Hours of Time with AI with Nick Stobbs from Tax on Demand 

Welcome to the Living for the Max series.  Over the past 45 years, there has been no other film franchise QUITE as inventive nor as consistently exciting as The Mad Max Saga….four films mostly chronicling the post-apocalyptic adventures of lone wolf Max Roxatansky played three times by Mel Gibson and most recently by Tom Hardy.  As each film has been directed by Australian cinematic genius George Miller, they have each reflected his unique vision while also being HUGELY influential on pop culture, more specifically the action genre.  So needless to say, new ones don't come around very often and when they do….it MORE than qualifies as a cinematic EVENT.  Therefore over the next several months, I will be revisiting EACH entry of this beloved franchise every month leading up to the U.S. release of Furiosa: A Mad Max Saga on May 24!   Host & Editor: Geoff GershonProducer: Marlene Gershon https://livingforthecinema.com/Facebook:https://www.facebook.com/Living-for-the-Cinema-Podcast-101167838847578Instagram:https://www.instagram.com/livingforthecinema/Letterboxd:https://letterboxd.com/Living4Cinema/

Max Evry is here. Max is the author of a fantastic new book called A Masterpiece in Disarray, the oral history of David Lynch's Dune. Those of you who have seen the Denis Villeneuve version may only be dimly aware of the David Lynch's Dune. It was only his third film, and it's the only film of his that he claims not to love in some form or another. David Lynch's Dune was, at its time, the most expensive science fiction film Universal had ever made. It starred an unknown actor named Kyle MacLaughlin and the guy who had only directed two film and one of them was Eraserhead. If you don't think that's going to be an interesting story, I can't help you.  Christina Ward, like Max, is a pal o' mine. She is the Vice President and Editor at Feral House Publishing, and she has written a book called Holy Food: How Cults, Communes and Religious Movements Influence What We Eat. I learned a whole bunch of stuff I didn't know including, what major religion used to suggest that after someone died, it was a good idea to eat cake off their corpse. True Tales From Weirdsville tells the stranger than fiction tale of California's weird association with religious cults, focusing on two strange organizations that were both HUGELY popular, that both started out with seemingly good intentions, and how, one, specifically, went VERY off the rails. This is the tale of Aimee Semple Mcpherson's Four Square Gospel Church, and Charles Dederich's Synanon. You won't believe your ears!

Guy Fletcher is a multi-instrumentalist, songwriter, engineer and producer. He has performed, recorded, toured and worked with artists including Dire Straits, Steve Harley & Cockney Rebel, Roxy Music, Tina Turner and Mick Jagger. His longest standing collaboration is with Mark Knopfler not only with Dire Straits, but also with Notting Hillbillies, Mark's solo albums and the film scores they have written together. In this conversation, Guy talks about his love of music from an early age, some of the mad experiences touring with bands at the height of their fame, his extraordinary project for the Teenage Cancer Trust and how in his career he has covered all areas in the world of music. Hugely talented, hugely modest, Guy Fletcher is one of a kind! Related Links Guy Fletcher's Website  Follow Guy Fletcher  Listen to Guy's music

Share/Listen/Support: https://www.gonnageek.com/show/on-the-bubble/Where is our Season 2 of Slayers: A Buffyverse Story?"Hugely disappointed to share that, despite its enormous success, Disney has refused to allow Audible to proceed with future seasons of SLAYERS: A BUFFYVERSE STORY. To my knowledge, they have provided no explanation." ~ Christopher Golden (@ChristophGolden)Socials@joshuacliston on Twitter@joshuacliston on Facebook@joshuacliston on InstagramFind more On The Bubble podcast episodes, plus reach out to the show directly over at https://www.JCALdigital.org/otb

Welcome to the Living for the Max series.  Over the past 45 years, there has been no other film franchise QUITE as inventive nor as consistently exciting as The Mad Max Saga….four films mostly chronicling the post-apocalyptic adventures of lone wolf Max Roxatansky played three times by Mel Gibson and most recently by Tom Hardy.  As everyone has been directed by Australian cinematic genius George Miller, they have each reflected his unique vision while also being HUGELY influential on pop culture, more specifically the action genre.  So needless to say, new ones don't come around very often and when they do….it MORE than qualifies as a cinematic EVENT.  Therefore over the next several months, I will be revisiting EACH entry of this beloved franchise every month leading up to the U.S. release of Furiosa: A Mad Max Saga on May 24!  And now the SECOND film in this franchise which is considered by many to be the best overall.....well at least was considered to be the best until Mad Max Fury Road came out in 2015.  But it's still damn impressive bringing us back to Max who is now a drifter with his own heavily souped up Interceptor wandering around the post-apocalyptic Australian Outback.  His character is always on the search for gasoline....as are most others at this point in time which leads to some potential trouble. He finds a massive oil refinery occupied by well-meaning survivors who just want to live in peace.  Of course there are more dangerous elements out there who want to take over this oil refinery and they are lead by the evil Lord Humungus played by Kjell Nilsson...and they're not taking any prisoners. :o So here comes Max to try to help them transport their oil to a safer place while avoiding this violent gang which means to overtake them....and what results is a rip-roaring series of action sequences mostly taking place on the open road!  Also co-starring are Bruce Spence, Michael Preston, Emil Minty, and Vernon Wells.Host & Editor: Geoff GershonProducer: Marlene Gershon https://livingforthecinema.com/Facebook:https://www.facebook.com/Living-for-the-Cinema-Podcast-101167838847578Instagram:https://www.instagram.com/livingforthecinema/Letterboxd:https://letterboxd.com/Living4Cinema/

If you're going through menopause, could you be paying too much for HRT? Apparently the cost can differ wildly – and you might be overpaying.Andrea was joined by Catherine O'Keeffe is a Menopause Workplace Consultant, founder of Wellness Warrior, and creator of the Menopause Success Summit and Tom Murray, Murray's Pharmacy in Convoy, Co Donegal...

The two Jason's are here this episode to talk about a surprisingly busy fortnight in gaming, with some HUGELY shocking news out of Cmon, the success of Mantic's current Epic Warpath Kickstarter, WittyGoblin's Night Thirst and some of the most amusing miniature's we have ever seen. So grab a drink, your hobby and join us for this episode of Getting Tabled

Now THIS is going to be a podcast you DO NOT want to miss!    Check the link in my bio!!   It's time for another episode of our HUGELY popular SIX ROUNDS VIP Guest podcast!   In this episode, the hugely experienced and successful 200+ deals, £45m Susannah Cole, is taking on Daniel Hill to go behind the scenes with six surprise topics which neither have any idea of!    In this Six Rounds, at 10 minutes apiece, Dan and Susannah covered the below HIGHLY PERSONAL questions and in many cases VERY PRIVATE topics which are now yours to enjoy!    Round One: Cash or Finance Round Two: Reputation Round Three: Section 24  Round Four: Cancer Round Five: Laptop Millionaire Round Six: Parents and Parenting   Depending how well you know Dan or Susannah, these may or may not seem like the six round topics you would expect to see from two long standing, market leading and award winning Property Entrepreneurs at the top of their game but that is the beauty of dropping the ego, opening up and going six rounds on The Blueprint Podcast.    Success and Failure are both very Predictable    LET THE GAMES BEGIN!!!!!   We hope you enjoy....!   Want to learn more?   Want to know the ONLY 5 PROBLEMS you need to overcome to become a High Net Worth Property Entrepreneur making 6 and 7 figure annual profits? Click here now to download our FREE PDF report   Daniel Hill's brand new, first-ever published book Karma Credits: The Universal Law of Wealth, Health and Happiness can be purchased on Amazon. Click here now to purchase a copy.   If you've not already joined the 10.8k Property Entrepreneurs for FREE in the Property Entrepreneur Facebook Group, click here to join now:  The Property Entrepreneurs Community   If you're listening to this podcast but have not yet subscribed, click the subscribe button to listen to what Daniel and other industry leading guests have to say on a weekly basis on all things business, investment property and lifestyle: The Official Property Entrepreneur Podcas‪t    Keep up to date with Daniel's unique and proven Blueprints by subscribing to The Blueprint YouTube Channel now   Follow Daniel on Social:   Instagram: @propertyentrepreneur_  Facebook:  @PropertyEntrepreneurOfficial LinkedIn: @propertyentrepreneur  

what's good world welcome back to another episode of the BMW podcast ! todays episode we gonna talk about the comedy beef between lol Mo'nique & dl hugley . what's all the beef coming from ?, also a viral video of a woman saying men shouldn't work these jobs. how do you feel about her opinion ? ill give you my thought lol . last but not least Kanye may be shut out of Hollywood as we know . thank y'all so much for tuning in until next episode !! you alreadyyy knowwww !!!! Support the show

J.J. Cutler, Partner at Heidrick and Struggles, joins Joel for his second time around on the podcast.In this episode J.J. shares:1. The key to managing someone older than you2. What the “clay layer” of management is in your company and why it matters (HUGELY important to understand and work through)3. What you can learn from his mistakes throughout his career4. What really makes a "good" managerDon't miss it.

From £300 In The Bank To Owning A Hugely Successful Martial Arts AcademyJoin us and Piotr and Karolina Fajecki, founders of Krav Maga Academy, where we take a look into the inspirational journey of turning a hobby into a successful business. Peter and Karolina came to the UK in 2004 with £300 and didn't speak any English. Now they have built a hugely successful fitness business and family. As long-term clients of FMA, they provide their experiences with learning how to market and finance their fitness business. In this episode, they delve into changing the mindset of staying in your comfort zone and the internal pain this can cause. They share their experiences of moving on from those who aren't benefiting the growth of their business and explain how they coped with their struggling financial situations as well as the difficult decisions they have had to make that have ultimately benefited them and their business in the long run. Furthermore, they share their experience of accepting help from the community within the fitness industry, and how it's important to take in advice from those around you. Key Highlights: Staying in your comfort zone can cause internal pain.   The controversies of firing and how it can be necessary and beneficial for your fitness business' growth in the long run.   Understanding how to market and charge for your fitness business, to find solutions that work for you and the client.   How to manage a fitness business and invest in family life as well as the struggles and sacrifices they have faced to find that balance.   Why emotions shouldn't outweigh business decisions.    The importance of community and accepting help and advice from those around you within the fitness industry.   Piotr and Karolina explain the financial hardships they faced maxing out credit cards and how they grew from nothing! To find out how Fitness Marketing Agency can help your Fitness Business, book a demo call using the link below: https://fitnessmarketingagency.com/discoverycall?sl=podcastshownotes   Connect with Fitness Marketing Agency on Instagram: https://www.instagram.com/fitnessmarketingagency/   Connect with Piotr & Karolina at Krav Maga UK: https://www.instagram.com/kravmaga_uk/?img_index=1 https://www.academy-kravmaga.co.uk/

This week: Adriano Pedrosa, the artistic director of the 60th Venice Biennale, on his exhibition, Foreigners Everywhere. As he announces the themes, concepts and the list of artists in the show, we speak to the Brazilian curator about his plans. Hugely popular immersive art experiences are popping up across the world from London to Las Vegas, Tokyo and Abu Dhabi, and we discuss this phenomenon and its implications for museums and galleries with Chris Michaels—an art and technology consultant and former director of digital, communications and technology at the National Gallery, London. And this episode's Work of the Week is Barbara Kruger's Untitled (Forever), an installation first made in 2017 and now on view in the Serpentine South gallery in London, where Kruger's career survey arrived this week after spells in Chicago, Los Angeles and New York. Hans Ulrich Obrist, the Serpentine Galleries' artistic director, explores the installation.The 60th Venice Biennale: Foreigners Everywhere, Giardini and Arsenale, Venice, Italy, 20 April-24 November.Barbara Kruger: Thinking of You. I Mean Me. I Mean You, Serpentine South, London, until 17 March.Offer: you can still buy The Art Newspaper's magazine The Year Ahead 2024, an authoritative guide to the world's must-see art exhibitions and museum openings—many of which were discussed on our podcast from 12 January. Get a print and digital subscription to The Art Newspaper at theartnewspaper.com before the 15th of this month to receive a copy of The Year Ahead with your next printed issue. Or you can buy the magazine on its own on the website for just £9.99 or $13.69. Hosted on Acast. See acast.com/privacy for more information.

Want to know the secret to running a permanently profitable business, paying yourself consistently, and eliminating your cashflow issues for good?In this must-listen episode, I'm joined by Amber Dugger — a world renowned expert in cashflow and wealth-building strategies for entrepreneurs.In this practical, reassuring and HUGELY valuable conversation, we discuss: why cashflow is the lifeblood of any business, practical tips on how to deal with fluctuating income streams, why most budgets fail, the key financial numbers every entrepreneur should know, strategies for mindful money management, the sneaky expenses that are tanking your profitability, how to develop a robust wealth mindset, the secret to overcoming emotional spending, and the money tools that every entrepreneur and wealth-conscious person needs in their life.Whether you're overwhelmed by money stuff, desperate to improve your business's cashflow, or simply seeking a path to greater wealth and stability, then press play now… this one's for you.Head to www.melissaambrosini.com/550 for the show notes.Join my newsletter: www.melissaambrosini.com/newsletterGet my FREE ZenTone Meditation: www.melissaambrosini.com/zentoneFollow me on Instagram: @melissaambrosiniGet Time Magic: www.timemagic.me Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Living for the Max series.  Over the past 45 years, there has been no other film franchise QUITE as inventive nor as consistently exciting as The Mad Max Saga….As each film has been directed by Australian cinematic genius George Miller, they have each reflected his unique vision while also being HUGELY influential on pop culture, more specifically the action genre.  Therefore over the next several months, I will be revisiting EACH entry of this beloved franchise every month leading up to the U.S. release of Furiosa: A Mad Max Saga on May 24!  Let's kick things off with the original Australian-produced action thriller which was not only the on-screen debut for Mel Gibson but the first feature film to be directed by George Miller.  And it's a relatively simple story focusing an ongoing war in headed-towards-dystopia-Australia between a brutal motorcycle gangs of marauders and leather-clad highway patrolmen who are still trying to keep the streets safe.  This is where we meet one of those patrolmen....a simple family man Max played by Gibson......BEFORE he gets Mad. :o Host & Editor: Geoff GershonProducer: Marlene Gershon https://livingforthecinema.com/Facebook:https://www.facebook.com/Living-for-the-Cinema-Podcast-101167838847578Instagram:https://www.instagram.com/livingforthecinema/Letterboxd:https://letterboxd.com/Living4Cinema/

In today's episode, I'll discuss six essential clues for identifying highly profitable deals. While these ideas may not be new, they often go overlooked. Despite being aware of them, many fail to actively incorporate them into their deal analysis. These clues, like breadcrumbs, can lead you to the best deals in the market. Throughout this episode, I'll explain why these indicators matter and share my experience of spotting them in successful deals. To build a supply of lucrative opportunities, it's crucial to proactively look for these clues rather than merely acknowledging their importance. So, let's delve into these familiar yet often neglected aspects that can have a significant impact on your investment success.Please leave us a quick review on Apple Podcasts or Spotify if you find this episode useful.Got any questions? Ask us in The HMO Community Facebook Group or follow me on Instagram @andygraham.hmo for daily HMO tips and advice! If you want to join my 1-2-1 mentoring program, you can enquire here. New to HMOs? Join The HMO Roadmap today on a Premium Plan and get 20% Off to access a library of over 400+ resources for HMO investors. Hurry! Sale ends on Jan 31, 2024.

Now THIS is going to be a podcast you DO NOT want to miss!    Check the link in my bio!!   It's time for another episode of our HUGELY popular SIX ROUNDS VIP Guest podcast!   In this episode, Simon Zutshi, experienced investor, entrepreneur and best selling author, is taking on Daniel Hill to go behind the scenes with six surprise topics which neither have any idea of!    In this Six Rounds, at 10 minutes apiece, Dan and Simon covered the below HIGHLY PERSONAL questions and in many cases VERY PRIVATE topics which are now yours to enjoy!    Round One: Kids Round Two: Age Round Three: Options  Round Four: Money Round Five: Retirement Round Six: The Economy   Depending how well you know Dan or Simon, these may or may not seem like the six round topics you would expect to see from two long standing, market leading and award winning Property Entrepreneurs at the top of their game but that is the beauty of dropping the ego, opening up and going six rounds on The Blueprint Podcast.    Success and Failure are both very Predictable    LET THE GAMES BEGIN!!!!!   We hope you enjoy....!   Want to learn more?   Want to know the ONLY 5 PROBLEMS you need to overcome to become a High Net Worth Property Entrepreneur making 6 and 7 figure annual profits? Click here now to download our FREE PDF report   Daniel Hill's brand new, first-ever published book Karma Credits: The Universal Law of Wealth, Health and Happiness can be purchased on Amazon. Click here now to purchase a copy.   If you've not already joined the 10.5k Property Entrepreneurs for FREE in the Property Entrepreneur Facebook Group, click here to join now:  The Property Entrepreneurs Community   If you're listening to this podcast but have not yet subscribed, click the subscribe button to listen to what Daniel and other industry leading guests have to say on a weekly basis on all things business, investment property and lifestyle: The Official Property Entrepreneur Podcas‪t    Keep up to date with Daniel's unique and proven Blueprints by subscribing to The Blueprint YouTube Channel now   Follow Daniel on Social:   Instagram: @propertyentrepreneur_  Facebook:  @PropertyEntrepreneurOfficial LinkedIn: @propertyentrepreneur  

New episodes launch next Wednesday, Jan 24, 2024. Today, we are revisiting the legendary CX Solution Architect Meagan Thai of Telarus. We discuss how Omni-channel is still so critical to understand, what some of the latest trends partners need to be aware of, and huge tips for more success when talking to customers to put yourself in their shoes! Can you believe that we're already at 100 episodes? While we go and ramp up and get ready for season three, we're gonna take you back, listen to some of the great moments in these past episodes. So stay tuned as we take you back to season one and two. (upbeat music) – Hey everybody, welcome back to a brand new episode today. We're talking about how to unleash CX excellence and journey into the omni-channel world. Today we have on the wonderful, the amazing, Meagan Thai also been called legendary, CX solution architect of Telarus Meagan thanks for coming on and doing this. – Thank you, Josh, good to be here. Does that mean I'm old? – No, no, no, ageless, ageless, timeless, whatever you wanna call it. Meagan I wanna kick this off first about you. I want everybody to get to know you, right? We always talk about what are people's journeys, how do they get into this? So let's hear your journey, what's been your path into this space? Did you always set out to do this? Did you stumble into this? Love to hear it. – Yeah, never would have imagined I'd be doing this decades ago. So yes, the legendary, I've been around it, been around for a few decades. I don't think people know this about me, but I have a degree in child development. So I used to work in that industry. Now some people will say, “Oh, it comes in handy for what you do these days.” But I was in that industry earlier on, my 20s, early 20s, and thought, you know what? The parents were kind of difficult to manage. The kids were great, but the parents not so much. I wanted to change and I got a break into sales from a family member, says, “You know, I think you'd be good. We'll come in, we'll train you on how to do this.” I'm thinking sales, what? Okay. So I went in, I was groomed, and back then it was a cable harnessing company. We started manufacturing cables and wire harnesses for Nortel, Meridian Systems, that kind of stuff. Little did I know that was going to be my path, right? So I got my first shot in sales doing that and I would do account management, direct selling, and didn't really enjoy direct selling so much. And then I got a taste for partner selling, what we call the channel today. But back then it was so new and this is probably in 2001. Back then it was called Alliance. It was an Alliance partner program. And no one knew what it was, including the team that was hired. But when I started getting a taste for, “Hey, how do you help partners sell this technology?” And it was T1s and DSL, right? Internet services back then. And I just enjoyed it because I loved working with partners hand in hand, and I can go to the partner and say, “Hey, where's this order?” Put pressure on them versus putting the pressure on me to get the order from the customer. But I really just enjoyed the relationship and the educating and just working side by side with the partner for the same goal. And the rest is history. So I've been doing that for, gosh, what 20 plus years now selling in the channel. – Love it, love it. Nortel, oh man, it sucks you in. It sucks you in whether you plan on it or not. – That's right. – So let's talk about, all right, here we are in 2023. We've had a lot of episodes where we talk about different segments of contact center and customer experience. We've talked workforce management. We've talked all these different things. What does omni-channel mean if we're just defining this here? In 2023, but also, why is it still so important? – Yeah, it absolutely is important. It's funny because, so when I started with Telarus about five years ago and back in 2018, we had to properly define what omni-channel meant. You know, it's a way to seamlessly move your customer interactions between different channels of communications, whether it's voice, SMS, chat, whatever, move them around seamlessly without losing contact with that customer. Hugely important, it still is today. But I remember back then, we would define it as, you know, what does it really mean to be omni-channel versus multi-channel? Today, I think it's a little bit different. It's starting to pivot. The omni-channel word is still out there and is still being used anonymously with CCAS or contact center. So I hear partners all the time, as soon as they start talking about contact center technology, they mention omni-channel. But what I think we need to realize, and it's really important is, and our vendors are starting to do this, whether they may not say channel anymore, it is still omni as far as the transactions go, but they're starting to say words like interactions and engagements, not so much channel. To me, I think, I agree with that. To me, it is still important to understand as a business, what different types of communication methods do you need to deliver to your customers, to the outside world? So again, I use the word channel still, right? But interaction and engagements, I think more defined what that means. So that's really important. Now, back then too, we were really, really focused more on the voice piece and being able to move voice to chat to SMS. Now we're starting to hear more about the digital interactions, digital channels, right? It's all about what can we do at the front door, whether it's a web chat or a chat bot, whether it's social media, it's texting, because that's how people communicate these days. Voice is still important. Josh, you and I worked a deal years ago where this customer was gonna cut out voice entirely and we thought, are you crazy? No, don't do that. Because they were having issues with that and the feedback from their customers were, we need someone to call and talk to live. So we still want that voice channel or that voice interaction. But what I'm starting to see as far as the speak goes or the language in our industry, is more about interactions and engagements and how do we capture that? How do we continue to move it from different channels or different interactions seamlessly? So that's still important. I honestly think it's super, super important now because think about how we communicate at a personal level. And that has continued to increase as far as the expectations, right? So as you and I are just regular customers, but we're dealing personally with one another or with our brands and services, I think it's even more important now to have omni-channel or omni-digital channels or digital interactions, because we're so used to having everything at our fingertips. And I think as regular consumers like you and I, the technology that's out there, we know it's improving over time, it's faster, it's more intelligent. We want answers now, we want it in real time, we want it fast, we don't have to talk to multiple people or have multiple interactions to get what we want, any of our issues resolved really. So I think that's what's driving it. And that's why it continues to be so much more important because we know technology is there, it's getting better in order to get us the information that we need and the answers and our issues resolved in real time, faster. – I mean, I think you bring up a great point too of, it's about what is changing, right? And I'm gonna jump now into a little bit about trends, things that you're seeing in there. And I think you bring up this thing of whether it's right or wrong to expect an answer right now, that's the precedent that's been set, that really great customer experience is something that can get me an answer quickly, right? Regardless of what the answer is, how it's handled, that's a different conversation, but there is that expectation. So I'm curious from your perspective, right? As we talk about trends and we jump into that, what do you see now, right? Is it us having to pull customers forward? Is it customers coming to us saying how I do this or just what are the trends that you're seeing overall? – Yeah, so I'm gonna get you the buzzwords in a minute now, we're gonna talk a little bit about that. Okay, but before that, as we're talking about trends and what I'm seeing too, and we keep saying CX, CX, right? Cause we've been talking about customer experience forever, but I want the audience to know that it's more than just CX now. It is about the X experience, but it's not just customer experience. It's in healthcare, you're looking at patient experience, PX, right? In the finance world with credit unions, they call their clients members, the member experience. And then what's even more important is we have to remember it's the internal experience as well. So you've got the employees, the agents. So all of these, right? EX, AX, PX, MX, all these Xs, it's all about the experience. So whether you're an outside client or you're an internal employee handling those interactions for the clients. So I think that's one thing we have to be aware of. And so I think that one of the trend is that CX, that acronym is still being used quite a bit, but it's expanded beyond that. Now the buzzwords though, the hottest and latest things are the trends are AI. AI, artificial intelligence, chat GPT, generative AI, all these buzzwords. So years ago, we were talking about AI, but we would always say, you know what? AI is pretty complex. So if you've got customers bringing up the term AI, just come to us, we'll talk to them. And that is still the message. It is still very complex. It has grown and improved and advanced. Now it's like AI on steroids. I don't know what it's gonna look like a few years from now because it's vastly changing. And of course there are people who are afraid of what AI can do, right? Is it secure? You know, within any new technology, you've got people who are looking to scam you so they can always use that technology to their advantage. So we still have to be careful of course, but it is amazing what it can do. So the trends that I'm seeing now, a few things, is using AI, generative AI to summarize things. So a lot of our vendors are coming out now and leveraging open AI or some other type of a chat GPT or any type of AI platform to enhance their own AI capabilities. And so one of three things I'm seeing as trends with this, one is summarizing meetings. You can take a whole hour meeting and put it now into one paragraph that tells you, oh, these were the key points we talked about. Here are the next steps. Done, right? Amazing. So I'm seeing that quite a bit as a trend from our vendors in the contact center space that's saying, hey, we offer this now. The other thing I see is conversational AI, right? So a lot of self-servicing, for me personally, I love this, as long as it works well, but being able to provide a voice interactive, or maybe it's a chat bot that's very interactive, right? So it's two ways. But the idea is the conversational AI is more of a speech recognizing, right? Maybe it can do some voice biometrics to authenticate a user. But that's what's starting. Remember we talked about that whole digital interaction or engagement is conversational AI is a huge piece of that at the front door. So it could be a virtual assistant, virtual agent, whatever they call it, but it's very interactive and it understands your speech and it could address a lot of the mundane questions, right? But I think what's key is if you go that conversational AI route, you still need to have some sort of escalation to a live agent. Because if it's not providing the service or resolving your customer's issues, you want to have that capability, right? The ability is to go to a live agent and get that result by human, still top priority. The other thing is agent assist. So we've seen that thrown around a little bit in a couple of different ways. But in this term here, what I'm thinking as far as the trend goes is we're seeing a lot of vendors now saying, “Hey, how do we make our agents' lives easier, “our employees?” And I do see it twofold. I see it benefiting the agent, but I also see it benefiting the client, right? Getting all that. – It all matters, yeah. – Totally. But the idea is, so now we're using AI on the backend, we're listening in on the conversation, we're pulling keywords. We know that Josh is asking for, what is the latest rate? Can I refi? And it's pulling up for me as an agent. Maybe it's a link to a knowledge base. Maybe it's a PDF or something on the backend where it's, here's the trigger words. And it's presenting me as the agent with information so that I can help address Josh the customer. Information at my fingertips, so I don't have to go hunting around and stumble around and not be able to resolve the issue and have the client call back, right? So we're doing everything in real time, allowing our agents to be more efficient, be able to resolve things quicker. And at the end of that all, guess what? Now we're using AI to summarize what happened with this interaction so that me as an agent, I don't have to spend time, my full two or three minutes typing up my rap code, right? Or my disposition positions, or what's the next steps? What do I have to do? It's doing all that for me. So now it's presenting, again, summarizing, hey, you had this 10 minute conversation with Josh, here's what was resolved, here's the next step, the ticket is still open or not, it's closed, bam, you're done, and it presents it there. Now I can archive that little tidbit and be done with it and move on to my next engagement. I mean, it's all doing this again, remember, in real time, quickly, efficiently, more accurately. But regardless, I think it's helping both the agent side and the client side. – Well, I think it's interesting, right? I mean, you bring up a point of, it makes the agent experience better, or the employee experience better. And if you think about two things that that might solve for a business, one, we're helping people potentially onboard their agents faster, more effectively, more structured, more repeatable. But sometimes the biggest pain point in a contact center is attrition. And if we can do two things, we can help people onboard employees faster, but we can also make the employees lives better, then we can help with the attrition side of it, right? So maybe we're killing kind of two birds with one stone here. And I think all of that ends up in a better customer experience. So I think you bring up some really solid points there. – Yeah, absolutely. – So if we think about it then, if we look forward here, we're gonna jump to the future right away. If you take all that into consideration then, what's your prediction on what's coming? What is the future in regards to the CX side of it? – So, and this is just based on what I hear from our customers, right? A lot of customers are looking for everything to be all in one. I think that the future is gonna be further blending of UCaaS and contact center. A lot of our opportunities are what we call an all in one solution. Customers are saying, I need both. They're either leading in with contact center, and then saying, oh, by the way, we have back office users, hundreds of them that we need to tie into, or it's the other way around. Usually we see it come in being pulled through the contact center discussion, right? InUCaaS So we're starting to see this in our industry, whether our vendors are acquiring or building their own platforms, right? So if they're leading withUCaaS they're acquiring or building their own contact center or vice versa, or they're partnering very well with those other platforms that we know will work seamlessly between the two. So I think that's still gonna continue. That whole mix of UC, CC, that whole gray area, it's all gonna become one. It's just gonna be communications platform, or maybe an employee efficiency platform, or however you wanna call it, but I think it's gonna be all in one. What I'm also seeing is more of that discussion with the CRM, right? So we're seeing some CRM players out there who says, hey, we can do voice too. Why don't you do it all in one platform? And in the back of our minds, we think, hold on, your core is CRM. It's not voice. But they're attempting to do this. So I hear, and I'm starting to see, maybe this is the future. It would be nice for me, because I'm lazy, would be nice to have everything there, my fingertips, right, too many applications. I want one single pane. I want my CRM. I want my UCaaS I want my CCAS. I want everything all together. My forecasting, everything. Quality management. I want everything in one platform. So I see that will be the trend of the future. And I think it can be. I think what we're seeing in the industry, too, with what our vendors are starting to do, their business decisions, I think, will just lead us there. I don't know. I could be totally wrong, but it's just what I'm hearing from customers' expectations. – Yeah, I mean, it's just a changing landscape, too. I mean, but did you ever think that Slack would be doing voice or Twilio would be getting into these different, you know, everybody's getting into something different. So yeah, it's just, the lines are blurring, for sure. – Very much. – So let's talk about, let's get into some data around some deals, right? I think the part of the huge thing that you can offer is you see so many things. You talk to so many customers. You talk to so many partners. So let's first talk about industries and verticals. What are you seeing or where are you being brought into where you feel like there's a big room for improvement of these verticals need to improve their experience? And then what are really some of the challenges in that? – Mm-hmm. So I can tell you that most of my opportunities, I still see a lot in the finance world, the FinTech, the credit unions with multiple branches, not so much like the big, big well-known banks, but again, the regional banks with multiple locations. I still see a lot of that. I see a lot of healthcare and healthcare, again, not necessarily the big giant hospitals. Sometimes those do pop up, but more of the behavioral, mental behavioral healthcare clinics, for example, or maybe a regional hospital with a bunch of different clinics around them, or it could be rehab facilities, assisted living, nursing homes, things like that. And I think the challenge is that they have theirs, a lot of times they're on antiquated legacy on-prem systems or they don't have the infrastructure. So oftentimes we hear about, there are concerns about how do we migrate over? We've been on this platform. We knew we need to get off of it, but our infrastructure may not support it. So we have some analog, whether it's devices, life safety lines and whatnot that we need to roll into this project. How do we manage that piece and make sure everything goes seamlessly? So that's one thing. The other vertical that I love to hear from is manufacturing. I do still see that time to time pop up and I get excited because I know I can help them. I know that they're completely antiquated. But when we deal with an environment like that, what typically happens is they'll tell me, our demographics, our employees have been here for decades and they want a hard phone and they will not deviate. So we can't talk about a chat bot. First of all, the demographics that we're also servicing want to make a phone call and they want a live answer. They're not gonna touch a chat bot or a web chat or a voice recognition, any of that. They're not gonna text, they want live phone calls. And I said, that's fine, that's great. We can still support that. So, but it's interesting that you hear this and you feel good because you know you can help them out because they don't understand what technologies are in place today. So it's always fun to talk about, you know, what's the art of possibility, but the minute you hear them say, no, no, no, we want live answer, we're old school, we just want it in the cloud now, then you start changing that discussion and listen to what they have to say and accommodate what they have to say. You know, you're gonna get them in a better spot with improved customer experience and play experience and whatnot, but just you don't have to give them all the bells and whistles. So those are the challenges, but we also hear oftentimes from education, from automotive, retail. So it's the same industries that we've seen from time to time, but I would say the majority of the industries I speak with now is financial and healthcare, and it's all about self-servicing. It's all about automation and self-servicing. – If I'm a partner and I'm listening to this, is there any customers, right? You know, I'm thinking about, I got my existing customers, I got my maybe net new ones that I wanna go after and I wanna probe. Is there any industry that you would recommend not chasing or are you always finding a way to be able to help in any of these verticals? What's your two cents there? – I think we're always finding a way. You know, I think in the past, when it came to hospitality, we were very limited, especially as far as UCaaS goes. I think with Context Center, it's a little bit, we've got platforms that are a little bit more robust that can support that, but from a UCaaS perspective, it was always, oh no, stay away from hospitality because we cannot integrate into the property management software. That's changed now though. We do have some solid vendors in our portfolio that can solve for that, so don't be afraid to come to us with any hospitality opportunities. What's interesting too is we're starting, I had a call just this morning about CRM. We have a customer who's going after CRM, so we get asked that more and more these days. How do we, we need a CRM solution? And it's typically standalone. Maybe it's for ticketing or maybe it's a true CRM. Sometimes I'll get asked, can it be part of the solution itself? That actually is challenging. Having a CRM built into a Context Center or a UCaaS solution, we might have two that can do that. So, and then as far as a standalone CRM, we might have some options there too, maybe a couple different options or ones that we can help custom build. So I would say no industry, no vertical is impossible for us to help, but I think it depends on the technology. So if they are asking for CRM, let's just become more cautious of it. Talk to us though. Like don't be afraid to come to us with any opportunity. Chances are we can help you in some way. – Awesome. All right, let's get into the nuts and bolts of a deal. So walk me through, I think what we like to dissect in this part is really hearing about, you know, we keep customer names and partner names out of it. We can talk about, hey, I was brought into this situation. What was the problem? How did the conversation go? And then ultimately what did we end up doing? – Okay, so by the time we are brought in, what we would love to see though from the partner at least is do you have any insight as to why we've been talking to them, right? There's a reason why, what's that compelling reason? Give me some information, whatever you have, whether it's use your account, a website, I love getting a website just so I can go and poke around and see what industry they're in. What does it feel like to go through that experience and try to contact them, right? And see maybe where some of the missteps are. So that at a very minimum. Oftentimes I'll get, by the time a partner comes to me, he says, hey, I've got a call center opportunity. That to me is always a, aha, call center. He said call center. So now I need to go through the discovery process and figure out, can we do this with UCaaS Is it just voice? Do we need to go full on contact center, right? Because they don't know. Sometimes when they hear call center from their customer, they get excited and they think, it's a contact center opportunity, it might not be. So we have to go through that discovery. So by the time it gets to me, usually we have some of the high level stuff taken care because I don't want to go into a discovery call blind. I want to know something, even if it's just a few sentences high level, what do they have in place today, right? So I can kind of set that stage for myself. So then I go in and I'll ask the questions. The way I like to ask the questions and uncover an opportunity is I use use cases. I don't get technical. I'd love to know what do they have in place today? I poked around on the website. So I have an idea of what that experience will be like from the outside in, but I also want to know what are they doing internally with one another? How are they collaborating? How are they communicating? And then we go through the use case and the flows and whatnot. And then they start to tell me about their pain points. So I can give you an example where things have changed a little bit. I'm working on a deal right now where we went through, and by the way, we had some really good information from the partner. I went around and poked on the website. It's very different industry. We did the discovery call and at the end of it, I told my partners, I said, you know what? It really sounds like all voice. I don't know if we have a context interplay here because they just want simple things from the voice side, but they're calling them agents. But it could just be like UCaaS on steroids or maybe a call center environment, right? Maybe you've got some queuing, maybe some skills based routing, but you don't need all the bells and whistles. And then we've been having multiple conversations with them, just a weekly touch base. And then on a second call, I think, we start to ask them about, hey, what do you think about maybe doing some more and some AI components where you're recording the calls today. That's not a big deal, but when you had to go back to the calls, would it be kind of cool to do some keyword searches? Would it be even cooler to take it a step further and do some analytics and AI in real time on the backend that can detect the sentiment of what your clients are going through? Because this customer had some sensitive conversations with their, it's an industry where it's just, it's sensitive to their clients that they're servicing. So they had to be careful with that, but we gave them kind of the art of possibility on, hey, wouldn't it be kind of cool to do this? How about some quality management? How about some deeper analytics? How about some even workforce management for scheduling? You're telling us you actually have 300 agents, they're all agents. That's the number of your employees. You're telling us everyone in your company functions like an agent. So my partners actually went on site and shadowed the different departments that they had on there and came back to me and said, Megan, they're all agents. We really need context. And I'm like, wow, this has completely changed from our first conversation. And because they were telling us one thing, but we kind of opened their eyes to what was possible. And they said, no, we totally can use this. So what's interesting about those guys too, is they are already on, I think they were on a cloud system that wasn't doing what they wanted it to do, which is also different, right? Usually they're coming from an on-prem and you're showing them the light with cloud, but they're moving from a cloud solution. So that was one that completely changed. And that was nice. So now we're opening that door to this whole conversation. We're gonna go back now on this next call and have another conversation and say, hold on, let's talk about your other users. You were telling us everyone's an agent. Are there other back office users that could benefit from a UCAT solution? Now, so we're kind of going backwards. It's so, it's interesting how it's evolving. The other one I wanted to talk about that took me by surprise was a credit union. They're on an on-prem and they were going through the regular spiel. I'm asking a bunch of questions. And it's always about, what is this experience from your clients? I always start with that, what are the use cases? How is this going? And as I'm asking them the questions, then they stop and they said, you know what? Actually, our clients are pretty happy with the way that we're servicing them today. It's our employees that are having the issues. So we had to stop and say, okay, hold on. And so they said, no, it's our employees. The system today, they can't communicate with one another. So they can't be efficient enough to handle our clients, but our clients are super happy. I said, oh, okay. So we completely, that was interesting. We would then change the conversation. We focused more on, okay, so how do your internal, what are the use cases there? How are they using the system today? Yep, I can see all the gaps, but at the end of the day, we're gonna get them a solution that is going to benefit both, right? Like you and I were saying, it's gonna help the customers, it's gonna help them or their members. So that's interesting. So just listen and see you as the conversation pivots. Just again, go through use cases and figure out where they need the help the most. – Great examples there. Before I get to this last question, you said something that I wanna call out that was important here, right? Presumably you're in a technical role, right? You have architect in your description, but you said something really key is that I don't wanna get into the weeds. I don't wanna get into the bits and bytes, right? Can you illuminate that a little bit for me, what you mean? – Yeah, yeah. So I think it's critical from the get-go to understand, to listen, what are your customers requiring? And I don't mean, and we can talk about integrations, right? At a high level, you talk to them about what systems are in place. Do they wanna integrate it? What does that integration look like? But again, from a use case perspective, not, okay, so on the backend, I've got this and that, and I gotta put this here. We will let the vendors do the heavy lifting. We know who plays well with who, who can integrate with what platforms, okay? So at a high level, we can figure that out. I don't go into the bits and bytes and talk about how things are architected necessarily, or how, you know, if you're gonna bring your own carrier, how is that gonna work on the backend? How are the two platforms going to play together? I know it can all work. So I don't go into the weeds with that or the details around that. I think it's absolutely critical, and I think that that's gonna be the segue to, you know, the next question you're gonna ask me, but I think it's absolutely critical to understand the use cases and how the customer needs this to work for them. And then you can let the vendors come in and do all the heavy lifting. That's their core. They're the experts with how it's gonna all mesh together and the details and the architecture behind it. We just have to know that it can be done. – Yeah, and let's not scare the customer off in the meantime. – Yeah, absolutely. – Great. All right, final thoughts here. So again, you know, there's partners listening to this. You've drawn out some really great points of kind of where it's at, where it's going, what trends, things to look for, what a deal looks like. Final question. Biggest tip you can give the partners around CX and how to continue having and developing that conversation? – Okay, yes. So we've said this, right? We say it doesn't have to be technical. You don't have to get into the weeds. The way I approach it, and this is how I would have a partner approach it because they do get intimidated. You know, Megan, I don't understand how they have the conversation. And I could say, you know what? Put yourself into the customer's shoes. So you're working with a business organization. They're your customer. Put yourself into their customer shoes. What does that look and feel like? And that's why I always go through use cases, right? I don't say, do you have a contact center? Do you need this? Do you need that? Start spewing out all this information on what the technologies can do. I say, Mr. Partner, just listen carefully to what your customer's pain points are because they have to solve for their customers' issues and pain points. They have to solve for their own internal issues and pain points, right? With their agents or employees. So I always say the easiest thing to do because that's how I do it, right? That's why I go to the website first and foremost to say, okay, I'm a customer. What does this look and feel like? Oh my gosh, I have no idea how I can, okay, so it's a voice call. That's fine, I can do that. But am I going to be put on hold forever? You know, just put themselves into the customer's customer shoes because we are all customers. We know what to expect from our own experiences when we work with our service brands. So I say do that first and foremost. And as they're having that business conversation with their own customers and they're trying to figure out what projects are you working on? How can I help you? Just listen to what they have to say. And then if they get on a discovery call with me, you know what I do? I just listen, I take a ton of notes. I'm telling you, they'll give me stuff that I don't understand what they're saying. And they'll just type it out the way it sounds. Oh, they're using this platform, okay. Oh, what do you use that for? Oh, okay, okay, got it. Just to put things in a layman's terms because that's all the customer's going to do is they're going to tell you, this is what we use, this is what we expect, it's not working this way and it would be great if we could have it this way. Now, if they start telling you, we don't know what we don't know, so we don't know what's possible, I can help with that conversation. Mr. Partner, you don't have to, you know the technology is there to say, oh, that's great, no, yeah, I think that'd be great. And let's have Megan or Jason or Mike or whomever help us with that conversation and give us some best practices and ideas. But that's all I can say is partners don't feel like you have to have a technical conversation, don't be afraid of it, put yourself into their customer's shoes and figure out what's going on and what you have to help solve for, that's all it is. Did I oversimplify that? Maybe. (laughs) – Easy, easy, good stuff. I think that's gold advice and everybody needs to take that and use that and then exactly that, right? I mean, you heard, you got to hear a glimpse of everything that you're able to help them with and I think everybody should absolutely pull you in for assistance. So, Megan, that wraps us up for today. Really appreciate you coming on. – Great, thank you. I'm glad to have this opportunity. Always good talking to you too, Josh. – Always. Okay, everybody that wraps us up, Megan Thai CX solution architect with the layers. I'm your host, Josh Lupresto SVP yourself, and here in this next level, please sit. (upbeat music) Next Level BizTech has been a production of Telarus Studio 19. Please visit Telarus.com for more information. (upbeat music)

Rendering Unconscious episode 277. Rendering Unconscious Podcast now has it's own Instagram page! Follow: https://www.instagram.com/renderingunconscious/ Professor Todd McGowan teaches theory and film at the University of Vermont. https://vermont.academia.edu/ToddMcGowan He is the author of: Universality and Identity Politics (2020) https://amzn.to/3NTDtna Emancipation after Hegel: Achieving a Contradictory Revolution (2019) https://amzn.to/3RRDhpN Only a Joke Can Save Us: A Theory of Comedy (2017) https://amzn.to/3S9AYzS Capitalism and Desire: The Psychic Cost of Free Markets (2016) https://amzn.to/3RU7nsI Contemporary Film Directors: Spike Lee (2014) https://amzn.to/41PtwwQ The Fictional Christopher Nolan (2013) https://amzn.to/3vAOK5v Enjoying What We Don't Have: The Political Project of Psychoanalysis (2013) https://amzn.to/47wh6eF The Real Gaze: Film Theory After Lacan (2007) https://amzn.to/3RPHVVf The Impossible David Lynch (2007) https://amzn.to/41OuARL He's here to discuss his new book The Racist Fantasy: Unconscious Roots of Hatred (Bloomsbury, 2022). https://amzn.to/48tw4Du Listen to his podcast Why Theory? with Ryan Engley. Dr. McGowan contributed a chapter “The sex in their violence: eroticizing biopower” to the anthology On Psychoanalysis and Violence: Contemporary Lacanian Perspectives (Routledge, 2019) edited by Vanessa Sinclair and Manya Steinkoler. https://amzn.to/3vmvdWs This episode is also available to view at YouTube: https://youtu.be/DzVH3LgBf5k?si=aTkOl373Eh19nnBO Support the podcast at our Patreon where we post exclusive content every week, as well as unreleased material and works in progress, and we also have a Discord server: https://www.patreon.com/vanessa23carl We also have a Substack where weekly content is posted: https://vanessa23carl.substack.com Your support is HUGELY appreciated! Rendering Unconscious Podcast is hosted by Dr. Vanessa Sinclair, a psychoanalyst based in Sweden, who works with people internationally: http://www.drvanessasinclair.net Follow Dr. Vanessa Sinclair on social media: Instagram: https://www.instagram.com/rawsin_/ Twitter: https://twitter.com/rawsin_ TikTok: https://www.tiktok.com/@drvanessasinclair23 Visit the main website for more information and links to everything: http://www.renderingunconscious.org Many thanks to Carl Abrahamsson, who created the intro and outro music for Rendering Unconscious podcast. https://www.carlabrahamsson.com His publishing company is Trapart Books, Films and Editions. https://store.trapart.net Check out his indie record label Highbrow Lowlife at Bandcamp: https://highbrowlowlife.bandcamp.com Follow him at: Twitter: https://twitter.com/CaAbrahamsson Instagram: https://www.instagram.com/carl.abrahamsson/ TikTok: https://www.tiktok.com/@carlabrahamsson YouTube: https://www.youtube.com/@carlabrahamsson23 The song at the end of the episode is “Surreal and dreamlike” from the album “All poets are p0rn0graphers” by Vanessa Sinclair and Pete Murphy. Available at Pete Murphy's Bandcamp Page. https://petemurphy.bandcamp.com Our music is also available at Spotify and other streaming services. https://open.spotify.com/artist/3xKEE2NPGatImt46OgaemY?si=nqv_tOLtQd2I_3P_WHdKCQ Image: book cover

Rendering Unconscious episode 275. Dr. Kadmus Herschel is a professor of philosophy and a practicing ceremonial magician with a long-standing relationship to the ancient Celtic deities. His work can be found in: The Fenris Wolf vol 8: https://amzn.to/48I9I0C The Fenris Wolf vol 10: https://amzn.to/3S38Azc The Fenris Wolf vol 11: https://amzn.to/3Oe0rG7 The Mega Golem: A Womanual for All Times and Spaces: https://amzn.to/3tITqWI Conjure Codex 5 (Hadean Press): https://amzn.to/3TK6d5P He also writes extensively for Gods and Radicals. https://abeautifulresistance.org He is here to discuss the new edition of his book True to the Earth: Pagan Political Theology, which was recently published by Gods and Radicals Press. https://amzn.to/3TVfKqu Follow Kadmus on social media: Instagram: https://www.instagram.com/kadmus_truetotheearth/ Twitter: https://twitter.com/StarandSystem Facebook: https://www.facebook.com/profile.php?id=100014974535439 This discussion is available at YouTube: https://youtu.be/7C55t8wFiJE?si=z_83bA7kFCdhGYn7 Check out our previous episode: RU32: KADMUS HERSCHEL, PHILOSOPHER PRESENTS “TRUE TO THE EARTH, A PAGAN CONCEPTION OF SELF” http://www.renderingunconscious.org/politics/kadmus-herschel-philosopher/ Support the podcast at our Patreon where we post exclusive content every week, as well as unreleased material and works in progress, and we also have a Discord server: https://www.patreon.com/vanessa23carl We also have a Substack where weekly content is posted: https://vanessa23carl.substack.com Your support is HUGELY appreciated! Rendering Unconscious Podcast is hosted by Dr. Vanessa Sinclair, a psychoanalyst based in Sweden, who works with people internationally: http://www.drvanessasinclair.net Follow Dr. Vanessa Sinclair on social media: Instagram: https://www.instagram.com/rawsin_/ Twitter: https://twitter.com/rawsin_ TikTok: https://www.tiktok.com/@drvanessasinclair23 Visit the main website for more information and links to everything: http://www.renderingunconscious.org Many thanks to Carl Abrahamsson, who created the intro and outro music for Rendering Unconscious podcast. https://www.carlabrahamsson.com His publishing company is Trapart Books, Films and Editions. https://store.trapart.net Check out his indie record label Highbrow Lowlife at Bandcamp: https://highbrowlowlife.bandcamp.com Follow him at: Twitter: https://twitter.com/CaAbrahamsson Instagram: https://www.instagram.com/carl.abrahamsson/ TikTok: https://www.tiktok.com/@carlabrahamsson YouTube: https://www.youtube.com/@carlabrahamsson23 The song at the end of the episode is a clip from “At Stockholm” by Psychick TV and White Stains. Available at Highbrow Lowlife's Bandcamp Page. https://psychictvwhitestains.bandcamp.com/album/at-stockholm Image: book cover

Rendering Unconscious episode 275. Maury Joseph, Psy.D. is a Licensed Clinical Psychologist in Washington, DC and Pennsylvania. He is a certified Teacher and Supervisor by the IEDTA, an international accrediting body for Experiential Dynamic Therapies. He served as faculty chair of the ISTDP training program at the Washington School of Psychiatry, and was a faculty member there from 2015-2020. He joined the ISTDP faculty of the New Washington School of Psychiatry in May 2023. He also served as an assistant clinical faculty member at George Washington University and adjunct faculty at The Chicago School of Professional Psychology, offering courses on psychoanalytic topics and supervision to clinical psychology doctoral students. He currently offers supervision groups and a weekly private seminar on psychoanalytic listening approaches. This presentation is available to view at YouTube:https://youtu.be/01rIlUOvFwM?si=fLDH9-7jZscIvwad Support the podcast at our Patreon where we post exclusive content every week, as well as unreleased material and works in progress, and we also have a Discord server: https://www.patreon.com/vanessa23carl We also have a Substack where weekly content is posted: https://vanessa23carl.substack.com Rendering Unconscious is a labor of love and receives no funding from outside sources. The only support comes from our Patreon community. Please join us there to support the podcast. Your support is HUGELY appreciated! Rendering Unconscious Podcast is hosted by Dr. Vanessa Sinclair, a psychoanalyst based in Sweden, who works with people internationally: http://www.drvanessasinclair.net Follow Dr. Vanessa Sinclair on social media: Instagram: https://www.instagram.com/rawsin_/ Twitter: https://twitter.com/rawsin_ TikTok: https://www.tiktok.com/@drvanessasinclair23 Visit the main website for more information and links to everything: http://www.renderingunconscious.org Many thanks to Carl Abrahamsson, who created the intro and outro music for Rendering Unconscious podcast. https://www.carlabrahamsson.com His publishing company is Trapart Books, Films and Editions. https://store.trapart.net Check out his indie record label Highbrow Lowlife at Bandcamp: https://highbrowlowlife.bandcamp.com Follow him at: Twitter: https://twitter.com/CaAbrahamsson Instagram: https://www.instagram.com/carl.abrahamsson/ TikTok: https://www.tiktok.com/@carlabrahamsson YouTube: https://www.youtube.com/@carlabrahamsson23 The song at the end of the episode is “Curious motion” from the new album “Disturbance” by Vanessa Sinclair and Pete Murphy. Available at Pete Murphy's Bandcamp Page. https://petemurphy.bandcamp.com Our music is also available at Spotify and other streaming services. https://open.spotify.com/artist/3xKEE2NPGatImt46OgaemY?si=nqv_tOLtQd2I_3P_WHdKCQ Image: Dr. Maury Joseph

Rendering Unconscious episode 274. Dr. M.E. O'Brien joins Rendering Unconscious to discuss her new book Family Abolition: Capitalism & the Communizing of Care (Pluto Press, 2023). https://amzn.to/48oNfFL Dr. O'Brien received her MSW from Hunter College, CUNY, and completed her PhD in Sociology at NYU. After two years in psychoanalytic training at the Institute for Psychoanalytic Training and Research (IPTAR), she is now enrolled in psychoanalytic studies at a newly established clinic, Pulsion. As well as her clinical practice, she spent years coordinating the NYC Trans Oral History Project, organizing with communities impacted by HIV and AIDS, and on the frontlines of social justice advocacy. https://usqtherapy.org/michelle-obrien/ Follow her on social media: Instagram: https://www.instagram.com/genderhorizon/ Twitter: https://twitter.com/genderhorizon Support M.E. O'Brien at Patreon: https://www.patreon.com/meobrien This episode available to view at YouTube: https://youtu.be/R75vSGYRnlM?si=RZHwCY52hiXJfDzX Check out previous episodes: RU210: M.E. O'BRIEN & EMAN ABDALHADI ON EVERYTHING FOR EVERYONE: AN ORAL HISTORY OF THE NEW YORK COMMUNE, 2052–2072 RU73: NYC TRANS ORAL HISTORY PROJECT WITH MICHELLE O'BRIEN & NICO FUENTES Support the podcast at our Patreon where we post exclusive content every week, as well as unreleased material and works in progress, and we also have a Discord server: https://www.patreon.com/vanessa23carl We also have a Substack where weekly content is posted: https://vanessa23carl.substack.com Rendering Unconscious is a labor of love and receives no funding from outside sources. The only support comes from our Patreon community. Please join us there to support the podcast. Your support is HUGELY appreciated! Rendering Unconscious Podcast is hosted by Dr. Vanessa Sinclair, a psychoanalyst based in Sweden, who works with people internationally: http://www.drvanessasinclair.net Follow Dr. Vanessa Sinclair on social media: Instagram: https://www.instagram.com/rawsin_/ Twitter: https://twitter.com/rawsin_ TikTok: https://www.tiktok.com/@drvanessasinclair23 Visit the main website for more information and links to everything: http://www.renderingunconscious.org Many thanks to Carl Abrahamsson, who created the intro and outro music for Rendering Unconscious podcast. https://www.carlabrahamsson.com His publishing company is Trapart Books, Films and Editions. https://store.trapart.net Check out his indie record label Highbrow Lowlife at Bandcamp: https://highbrowlowlife.bandcamp.com Follow him at: Twitter: https://twitter.com/CaAbrahamsson Instagram: https://www.instagram.com/carl.abrahamsson/ TikTok: https://www.tiktok.com/@carlabrahamsson YouTube: https://www.youtube.com/@carlabrahamsson23 The song at the end of the episode is “I've changed my mind” from the brand new album “Disturbance” by Vanessa Sinclair and Pete Murphy. Available at Pete Murphy's Bandcamp Page. https://petemurphy.bandcamp.com Our music is also available at Spotify and other streaming services. https://open.spotify.com/artist/3xKEE2NPGatImt46OgaemY?si=nqv_tOLtQd2I_3P_WHdKCQ Image: book cover

Now THIS is going to be a podcast you DO NOT want to miss!    Check the link in my bio!!   It's time for another episode of our HUGELY popular SIX ROUNDS VIP Guest podcast!   In this episode Property Entrepreneur of the Year 2023 Sarah Lloyd is taking on Daniel Hill to go behind the scenes with six surprise topics which neither have any idea of!    In this Six Rounds, at 10 minutes apiece, Dan and Sarah covered the below HIGHLY PERSONAL questions and in many cases VERY PRIVATE topics which are now yours to enjoy!    Round One: Bad Karma Round Two: 22 in 2023  Round Three: Life By Design  Round Four: Mental Health Round Five: Education System Round Six: World Class Women   Depending how well you know Dan or Sarah, these may or may not seem like the six round topics you would expect to see from two award winning Property Entrepreneurs at the top of their game but that is the beauty of dropping the ego, opening up and going six rounds on The Blueprint Podcast.    Success and Failure are both very Predictable    LET THE GAMES BEGIN!!!!!   We hope you enjoy....!   Want to learn more?   Want to know the ONLY 5 PROBLEMS you need to overcome to become a High Net Worth Property Entrepreneur making 6 and 7 figure annual profits? Click here now to download our FREE PDF report   Daniel Hill's brand new, first-ever published book Karma Credits: The Universal Law of Wealth, Health and Happiness can be purchased on Amazon. Click here now to purchase a copy.   If you've not already joined the 10.5k Property Entrepreneurs for FREE in the Property Entrepreneur Facebook Group, click here to join now:  The Property Entrepreneurs Community   If you're listening to this podcast but have not yet subscribed, click the subscribe button to listen to what Daniel and other industry leading guests have to say on a weekly basis on all things business, investment property and lifestyle: The Official Property Entrepreneur Podcas‪t    Keep up to date with Daniel's unique and proven Blueprints by subscribing to The Blueprint YouTube Channel now   Follow Daniel on Social:   Instagram: @propertyentrepreneur_  Facebook:  @PropertyEntrepreneurOfficial LinkedIn: @propertyentrepreneur

Bonjour! Stephanie here. I just finished reading a book called “27 Summers” by Ronald Olivier, and I'm still recovering from the shock of it. He shares his gripping journey of running the streets in Louisiana of life without parole at the Angola prison and then finding his way back home. 27 Summers, that's 27 years he spent in Angola prison. The first time that Ronald saw someone killed, he was 12 years old. Death was It's all around, and after running the New Orleans streets for several years selling drugs, stealing cars, he murdered a young man at age 16. And so he was sentenced to life in prison without parole. That is his story of how he lost his life, and he's going to tell us how, by God's grace, he found it again inside a prison cell in the worst prison in the states. He grew up in the eighth ward of New Orleans, and the streets were his playground. He played hard without many consequences until one ill-fated Christmas day when he pulled his gun, fired it, and killed someone. After waiting 2 years for trial, he was convicted a state of second-degree murder, and he was sentenced to life in prison without parole in Angola, the Louisiana state penitentiary which is America's most notoriously brutal prison. His memoir came out just a few weeks ago, 27 Summers. Ronald gives us an in-depth look into this mesmerizing story, his youth, he the Adrenaline filled highs, the utter lows, the near-3 decades of incarceration, and most of all, God's relentless love reaching into those dark depths. He details finding true freedom during the imprisonment. He details the miraculous release. The story continues to this day, and he tells us about it in today's episode. I've asked him why he wrote this book. And he said it's to be inspired by god's unrelenting love for all of us, his grace, his redemption, and they're on full display as Ronald finds abundant life in prison. He attends seminary. He finds forgiveness. He's going to tell us about that. All of this within the context of a life sentence. His motto gives me chills: “Don't tell me what God can't do.” It's the heartbeat behind this riveting story. It's a firsthand example of God's power to transform individuals, families, communities to this day. KEY TAKEAWAYS - Emphasizing the positive impact of rehabilitation, Ronald shares his journey from imprisonment to becoming the director of chaplaincy at the Mississippi State Penitentiary and his work with the Louisiana Parole Project, advocating for the reentry of long-term prisoners into society. - Olivier speaks about his coming to faith, the complete turnaround in prison, leading to his release and eventual parole, marking a turning point in his journey and a testament to the transformative power of God's grace. - Sharing about his book "27 Summers", Ronald Olivier's story touches global audiences, shedding light on the unjust conditions of the justice system and offering hope that trusting in God can bring about unfathomable change in the most challenging circumstances. MORE ABOUT RONALD OLIVIER Ronald Olivier served twenty-seven summers in the notorious Louisiana State Penitentiary, known as Angola. He was released in 2018, and became a client of the Louisiana Parole Project. In 2020, less than two years after leaving Angola, Ronald was hired as the director of chaplaincy at the Mississippi State Penitentiary. In 2023 Ronald returned to the Louisiana Parole Project as a client advocate, using his experience to guide other formerly incarcerated people toward successful careers and lives. He lives in Baton Rouge, Louisiana, with his wife and son. MORE ABOUT 27 SUMMERS In one of America's most notorious prisons, a young man sentenced to life without parole miraculously found faith, forgiveness, redemption, and restoration. In 27 Summers, Ronald Olivier shares his dramatic and powerful story and offers proof that God can bring healing and hope to even the darkest circumstances. As a teenager Ronald Olivier ran wild in the streets of New Orleans, selling drugs, stealing cars, and finally killing someone on what was supposed to be the happiest day of the year--Christmas Day. Facing the consequences of his crime, he remembered what his mother once said. "Baby, if you ever have real trouble, the kind that I can't get you out of, you can always call on Jesus." So he did. Ronnie was sentenced to life in prison without parole. Through the agony of solitary confinement and multiple transfers into increasingly dangerous prison environments, Ron kept seeking God for healing and hope. Finally, after being locked up for twenty-seven summers at the notorious Louisiana State Penitentiary--known as Angola--Ronald was miraculously released. Remarkably, he became the director of chaplains at Mississippi State Penitentiary. Today, he loves to combat hopelessness, wherever he finds it, by saying, "Don't tell me what God can't do!” Through his book, he invites you to -          learn new insights about faith and patience from a man who spent almost three decades in a cruel and violent environment; -          be encouraged, like Ron, to find grace and forgiveness to overcome the pain of their past; and -          find hope that God can redeem and restore anyone. Ronald's fascinating story brilliantly displays God's power to transform individuals, families, and communities, reminding us that there truly is nothing God can't do. REVIEWS 27 Summers is an incredible journey into the power of redemption. Ronald Olivier's story takes us on a rollercoaster from his wild youth in the streets of New Orleans to the Louisiana State Penitentiary, where he finds salvation and solace through faith in God. This book is an inspiring tale that shows how even in our darkest moments, we can find hope, peace, and freedom if we choose to turn to God. Ronald is a great example to others that anyone seeking God and redemption can find his way out of the pits of hell-- from a life of crime and prison-- and into a life of helping others. 27 Summers is a must- read. -- Commissioner Burl Cain, Mississippi Department of Corrections   Gritty, terrifying yet truly uplifting! -- Bear Grylls, adventurer and author of Never Give Up and Mud, Sweat, and Tears   I first met Ronald Olivier in prison. An experience I thought I would never take part in. Since meeting Ronald and learning about his story, I've wanted nothing more than for the world to hear it and meet the man who inspired me. 27 Summers will change your perspective on life, faith, and love. Ronald did that for me. His story will do the same for you. I can't wait for you to read about Ronald and learn what I learned: that change is not only possible but also probable when you encounter Jesus. Thank you Slim, for sharing your story with the world. We need it. -- Sam Acho, author, speaker, and ESPN analyst   Ronnie Slim is a living testimony to God's redemptive power. In the depths of one of America's most notorious prisons, he discovered unimaginable healing, hope, and God's purpose for his life. 27 Summers tells the story of God's abounding love, proving that even in the darkest of circumstances, He is with us and provides a way out. -- Len Vanden Bos, chaplain for the Buffalo Bills   This inspiring, powerful, and important memoir is so timely as we continue to reckon with decades of over- incarceration and excessive punishment. Ron Olivier makes redemption accessible to us all. -- Bryan Stevenson, author of Just Mercy   This inviting, encouraging, and inspiring book is the read you've been wait-ing for! Ronald Olivier's journey of flaws and failures led to a life of faith and unusual triumph. 27 Summers beckons you to step behind prison walls with Ronnie and experience freedom born of God's grace and mercy, proof that He never counts anyone out. -- Dr. Leslie Draper III, board certified senior clinical chaplain and mayor of Simmesport, Louisiana   This is one of the most compelling comeback stories you will ever read. It will hold your attention on every page-- and ultimately lead you to your knees in wonder, love, and praise. Hugely recommended! -- Matt Redman, GRAMMY Award– winning worship leader and songwriter and author Support us on Other, PayPal and Other!

We hear all about the dangers lurking in this often dark world, but we hope and pray they will never touch our families. Today, I am sharing how my 14 year old niece BARELY made it back home after being hidden from my family for four days.  While there is still much to learn about how trafficking works, here are a few things I know from our experience:  * Trafficking is a HUGELY deep and broad network. Many unsuspecting people are often a part of this elaborate underground world- people many of us would never question twice (young girls, "pretty" or overly kind and nurturing women, etc.) * Grooming often happens in the initial stages to gain trust and build loyalty * Many of these people use covers for their "work" and often have multiple businesses. * These people use phones that are more difficult to trace (such as Metro or throwaway phones). By the grace of God, efforts by others, and a mother's fierce determination to find her daughter, my niece is SAFE.    Please talk to your children, supervise closely, monitor their phone activity, and always always follow your instincts. Our family thanks each and every person who shared, prayed, and walked with us during this experience. 

So many people who identify as "creative" struggle to turn their skills into a viable and fulfilling career. While the arts and other creative fields may be tough to break into, learning from those who've found success can help you boost your own chances of getting that big break!  My guest for this episode of The Business of Thinking Big has not only carved out a place for themselves in their chosen creative field, they're now creating work for other talented and aspiring creatives. Anthony Q. Farrell is a BAFTA-winning, Emmy-nominated writer, producer, occasional director, comedian, and actor, and the creator of CTV's delightful workplace comedy Shelved, which follows the lives of the employees and patrons of a fictional library in Toronto's Parkdale neighbourhood. Anthony's career has taken him to some wonderful places, including writing for (and appearing as an extra in) NBC's HUGELY popular sitcom The Office! During this conversation, Anthony shares the steps that he took along his path to creative success, his thoughts on the origin of creativity, his creative role models, and how he's juggled his multiple interests. As a bonus, he even reveals some behind-the-scenes TV trivia!In‌ ‌this‌ ‌episode,‌ ‌you'll discover:‌ ‌The hidden consequence of giving up your day job while honing your craft The links between trauma and the artistic process How to encourage your child to explore their creativity and follow their dreams Guest bio: Anthony Q. Farrell is an award-winning writer and producer. He is the creator of CTV's Shelved.Timestamps:‌ ‌00:33  Meet Anthony Q. Farrell02:56  Anthony's early path07:09  Where creativity comes from  09:36  Kids & creativity12:21  Vermont summer stock story15:14  Parental encouragement17:20  The creative paradox19:45  Starving artists, trauma & art26:12  Creative flow28:32  Balancing career & family36:31  Creative role models40:17  Tips & conclusionLinks mentioned:‌ ‌Anthony Q. Farrellhttps://www.imdb.com/name/nm1940444 Shelvedhttps://www.imdb.com/title/tt21057886The Officehttps://www.imdb.com/title/tt0386676 The Groundlingshttps://groundlings.com —Learn with me: Mamapreneur Success Path - Free Audio Training  ‌Connect with me:  Facebook: https://www.facebook.com/liannekimcoach  Instagram: @liannekimcoachJoin the Mamas & Co. community to get access to valuable resources and the support of likeminded mompreneurs and mentors: https://www.mamasandco.com Instagram: @mamasandcoPodcasting support:https://theultimatecreative.com https://copymagic.agency 

Rendering Unconscious episode 270. Rendering Unconscious welcomes Devin Person to the podcast, hypnotist, modern day wizard, and host of This Podcast is a Ritual. https://www.personisawake.com/podcast Visit his websites: https://www.personisawake.com https://www.changeyourmindky.com Follow him at Instagram: https://www.instagram.com/personisawake/ https://www.instagram.com/changeyourmindky/ You can support his work at Patreon: https://www.patreon.com/thispodcastisaritual/posts This conversation may also be viewed at YouTube: https://youtu.be/nb5r7d2CE9g?si=Y8QLrJ6qGMGOz03x Support the podcast at our Patreon where we post exclusive content every week, as well as unreleased material and works in progress, and we also have a Discord server: https://www.patreon.com/vanessa23carl We also have a Substack where weekly content is posted: https://vanessa23carl.substack.com Rendering Unconscious is a labor of love and receives no funding from outside sources. The only support comes from our Patreon community. Please join us there to support the podcast. Your support is HUGELY appreciated! Rendering Unconscious Podcast is hosted by Dr. Vanessa Sinclair, a psychoanalyst based in Sweden, who works with people internationally: http://www.drvanessasinclair.net Follow Dr. Vanessa Sinclair on social media: Instagram: https://www.instagram.com/rawsin_/ Twitter: https://twitter.com/rawsin_ TikTok: https://www.tiktok.com/@drvanessasinclair23 Visit the main website for more information and links to everything: http://www.renderingunconscious.org Many thanks to Carl Abrahamsson, who created the intro and outro music for Rendering Unconscious podcast. https://www.carlabrahamsson.com His publishing company is Trapart Books, Films and Editions. https://store.trapart.net Check out his indie record label Highbrow Lowlife at Bandcamp: https://highbrowlowlife.bandcamp.com Follow him at: Twitter: https://twitter.com/CaAbrahamsson Instagram: https://www.instagram.com/carl.abrahamsson/ TikTok: https://www.tiktok.com/@carlabrahamsson YouTube: https://www.youtube.com/@carlabrahamsson23 The song at the end of the episode is “I've changed my mind” from the brand new album “Disturbance” by Vanessa Sinclair and Pete Murphy. Available at Pete Murphy's Bandcamp Page. https://petemurphy.bandcamp.com Our music is also available at Spotify and other streaming services. https://open.spotify.com/artist/3xKEE2NPGatImt46OgaemY?si=nqv_tOLtQd2I_3P_WHdKCQ Image: Devin Person

Now THIS is going to be a podcast you DO NOT want to miss!    Check the link in my bio!!   It's time for another episode of our HUGELY popular SIX ROUNDS VIP Guest podcast!   In this episode, our VIP Expert for The Board, Adam Lawrence, is taking on Daniel Hill to go behind the scenes with six surprise topics which neither have any idea of!    In this Six Rounds, at 10 minutes apiece, Dan and Adam covered the below HIGHLY PERSONAL questions and in many cases VERY PRIVATE topics which are now yours to enjoy!    Round One: Economics & Risk Round Two: Property  Round Three: Mental Health Round Four: Philosophy Round Five: Balance Round Six: The Future   Depending how well you know Dan or Adam, these may or may not seem like the six round topics you would expect to see from two award winning Property Entrepreneurs at the top of their game but that is the beauty of dropping the ego, opening up and going six rounds on The Blueprint Podcast.    Success and Failure are both very Predictable    LET THE GAMES BEGIN!!!!!   We hope you enjoy....!   Want to learn more?   Want to know the ONLY 5 PROBLEMS you need to overcome to become a High Net Worth Property Entrepreneur making 6 and 7 figure annual profits? Click here now to download our FREE PDF report   Daniel Hill's brand new, first-ever published book Karma Credits: The Universal Law of Wealth, Health and Happiness can be purchased on Amazon. Click here now to purchase a copy.   If you've not already joined the 10.5k Property Entrepreneurs for FREE in the Property Entrepreneur Facebook Group, click here to join now:  The Property Entrepreneurs Community   If you're listening to this podcast but have not yet subscribed, click the subscribe button to listen to what Daniel and other industry leading guests have to say on a weekly basis on all things business, investment property and lifestyle: The Official Property Entrepreneur Podcas‪t    Keep up to date with Daniel's unique and proven Blueprints by subscribing to The Blueprint YouTube Channel now   Follow Daniel on Social:   Instagram: @propertyentrepreneur_  Facebook:  @PropertyEntrepreneurOfficial LinkedIn: @propertyentrepreneur  

TikTok is a relative newcomer in the world of social media, but it's been making serious waves since it entered the fray back in 2016. Hugely popular with the younger demographics, the platform has evolved and changed a lot since its inception, and with tools such as ‘TikTok Shop' I'd suggest that it's worth taking the time to consider whether setting up an account might be beneficial for your business.  In episode 170 of The Resilient Retail Game Plan, I speak to TikTok consultant Penny Walker, who helps lifestyle and creative businesses embrace new social trends and stand out in the market. She works with founders to produce engaging short-form content in the pursuit of new customers, bigger audiences and a steady supply of leads and sales. In this podcast, we talk about joining in with seasonal trends, repurposing content from other platforms and how having a live strategy can be brilliant for your growth. We also discuss the importance of testing and learning, making connecting and how to avoid content creation becoming burdensome.  Check out Penny's services at: www.barbrusa.com And connect with Penny and Barbrusa at: https://www.tiktok.com/@barbrusa_social https://www.instagram.com/barbrusa_social/ https://www.linkedin.com/in/penelopewalkerbrusarosco/

Mark McCormick, TD Bank Global Head of FX & EM Strategy, analyzes the Bank of Japan's decision to loosen its grip on government bond yields. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the Fed's sensitivity has enabled the resilience of the US consumer. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war. Stephen Stanley, Santander Chief US Economist, says the Fed has overstated the importance of the recent surge in US treasury yields. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the US economy hasn't yet felt the sting of the Fed's recent rate hikes.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance      FULL TRANSCRIPT:     This is the Bloomberg Surveillance Podcast. I'm Tom Keane, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best and economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal and the Bloomberg Business App. We are living it right now. A brief from Mark McCormick, Global Head of Foreign Exchange in EM Strategy TD Securities. Mark, and why don't you to explain to our audience why a super strong dollars from twenty twelve and a super week yen is disturbing? Well, I think of what it does is it just shows the massive divergence you have between central banks. I think one of the things that you can unpack is there are certain currencies that care about growth, there's certain currencies that care about commodities, there's certain currencies that care about different relative central bank functions. The thing that the end cares a lot about is the ten year point to look at euro. Euro cares about the two year point of the curve. More than say the ten year and if you take the combination of what we had, and this is one of the most important things going on effects is the relative terms of trade shift. Japan is also a massive importer of energy and other commodities. So you take the commodity story, you take the great differential story, and now you take the aggressive bear steepening of the US curves this summer, and you've got basically a trifective things that will weaken the end quite considerably unless the BOJ does something well to the trifecta. Let's go to Mondel of Columbia. I mentioned this with Vice Chairman Clara to the other day. He will join US folks for our special FED coverage. Look for that? Is that tomorrow? Yes, it's tomorrow. The FED meeting is too more might people have just briefed me and Mark I'm looking at that. I want to echo what I talked to Professor Clara about, which is something has to give here. When something gives, what is the instability our audiences should be worried about? Well, I think of the context of the end, what needs to give is the actual the currency itself. As you mentioned, there is a very interesting policy mix where fiscal policy is actually quite favorable in forms of in terms of growth, also inflation. You see the BOJ is expecting higher inflation to kind of be a bit more sticky, I think, than markets are looking for. And they've also basically said we don't have a cap anymore. It can go above one percent. So I think what they're trying to do is synchronize themselves a little bit, which which has been US yield rising, which would contain the weakness in the end, But this is not a policy mix that is coherent and it is no longer sustainable. So I think a big thing is what we're going to see is things are going to change. It will change abruptly, but I think the movement that we had overnight where they said there's no longer a one percent cap, is actually quite a significant change. But it will take time for this to work through the market. So again i'd say that the thing that needs to break is yields needs to be higher, yet needs to be stronger. It's just going to take more time because we also need to see a peak in the US yield story, which again is not even about the FED anymore. When we talk about the ten year yield. It's more about supply and demand for ten year bonds. This is a big mishmash. Do you have a sense of what the response mechanism from the Bank of Japan is, what the lines in the sand are, what they're sort of looking at. I mean, we were talking about some of the opacity that they put forward overnight. It's very tricky because I think obviously most central banks it's very common language. At this point, they care more about the currency movements. So the end has not been as volatile. So as you can see, we have not the report came out this morning like they did not intervene last month. So I think I don't think there's a red line per se. I think they're all kind of doing what everyone in the market's doing. They're very confused about the drivers, They're very confused about the actual themes in the market. FX has become very challenged, I think for many people. So I think the line in the sand is you're kind of thinking it's loose fiscal policy, loose monetary policy, weakest currency on record. It deviated from our longer term models by you know, magnitudes, you know, our longer term fair value model and dollar again is in one twenties. So what you're kind of looking for is like the pressure points that will cause these things to break. And again, I think a big part of it is US data needs to roll over, US yields need to come down a little bit, and the BOJ I think the one thing that we're very out of consensus on is we are looking for them to move out of NERP next year because of the wage pressure we're seeing in Japan right around the Shuto wage negoiation negotiations, we should see higher wages and as a result of you know, essentially higher wages and higher nominal rates coming up, we should see real rates in Japan move substantially in their favor versus the US next year. When you take a step back, there's a question of slowly or all at once, And you were saying it will be all at once at some point. How disruptive is this going to be at a time when so many people were talking about Japanese flows underpinning are basically suppressing yields globally and really keeping things a little bit more in sync. Yeah, I think that's a that's a big component because I think since the summer, since the BOJ let the the you know, kind of opened up the yield curve control the suppression they had on it. We have seen term premium rise across the world. We have seen the US ten year rise. So I do think that there is a blowback here that's happening slowly behind the scenes. And again, I think a lot of people will make the point that the ten year yield is now advanced above FED expectations for twenty twenty four. It's above data surprises, it's above US data trends. It's no longer reflecting the correlations we saw in July. So I do think that the BOJ and the fact that they're kind of moving out of it. Obviously quantitative tightening has a component of this as well, but the BOJ does have the ability to kick start, you know, rises in the US ten years. Well, bring up this board again on television and radio. I have to review you this. I didn't do this. Simon did this in the control and he's been reading. Michael Rosenbergen for inn Exchange. Bring up that board again here. Yeah, one fifty one week week week end two year yield finally above zero ten year yield almost one percent. Those are unimaginable numbers to pros mark. Is this going to end stochastically? I talked to Martin Feldstein about this years ago, Like Looney, let's go to Toronto Dominion Bank. Looney goes up one thirty eight, you get up to one forty two and it gets fixed. Is that where we're heading, where the system just fixes itself. No. I think the system's quite dynamic. I think that that's the interesting point. Like we brun out variations of lots of different types of tools and models and different things. We're trying to understand what's going on in the market. As I mentioned, the things that are driving a weaker yen are fundamentally based. They make they make a lot of sense. And again the commodity story behind the scene is quite quite important, especially from the handover to last year, because what it does is it eliminates the trade surplus and the trade surplus plus the current account plus the balance of payments that is FX. You know, essentially everything we talk about every day is trying to think about how do we predict the balance of payments? So for the end, I don't think any of this is stable. I think is very unstable. Equilibrium even the shorter term models that we look at that we use for trading ideas Dollar Interview one five based on redifferentials and equities and risk and these kind of things. So it's even deviated now because you know markets are looking for a trend to trade in dollar again, is the only one that makes any sense right now? Three people just drove off the Garden State Parkway. There's your Global Wall Street Brief and foreign exchange. If you only understood half of that like I did. He's Mark McCormick of TD Securities. John Solstice has been listening to this and wants to weigh out on the Bunker Remo and beyond. And I'll let you get to that, but first I want to start to say how much are you basically saying we've just a run out of time to get to that forty nine hundred mark? Yeah? Really, really is? We We had to right size our expectations. We always suggest that to do investors as they as they consider what happens when markets are are in royal and so to speak. And what we've got to consider here is the calendar is telling us that we're getting close to a year end. The average rallies are positive. You know, we get positive rallies after a dip like we've seen traditionally or historically, but it's smaller amounts and there are still lots of uncertainty that bears and nervous investors and those who are skeptics can use to take more profits out of the fabulous rally that we're still living off from the lows of October twelfth of last year. I feel like one just after another is basically coming on and saying give investors a prozac, because frankly, there is a lot of optimism. They're just not seeing it. How much can you really hinge unfundamentals if the sentiment is just so gloomy and prepared for the worst. The problem is, I think that when you're in a FED funds high cycle, it takes a while before the marketplace gets a sense that the FED is indeed not trying to destroy things, and that the FED might actually succeed at its goals. The Fed isn't it isn't infallible, but the FED has a remarkably simple a mandate essentially, you know, stable economic growth with maximum employment. Of course, what is it. A few weeks ago, I think was the daily quote on the Bloomberg was Martin Scorsese, and it was something that like simple is the best, but it's the hardest to achieve. Well, that's what happens in a FED funds hike cycle. But what happens is eventually the marketplace. And you can see it related to higher prices being accepted by consumers and business in that you were just mentioning before there's a sense, Okay, we can deal with this now and we keep moving forward. The FED has been so set in applying it's mandate that it hasn't knocked a part the resilience in the consumer, in business and the overall economy. That's just an extraordinary John Michael McKee with a brilliant idea on the Magnificent Seven. He's going back to the movie. He's looking at YOU'L. Brenner, Steve McQueen, Charles Bronson, Robert Vaughan, James Coburn, Horse Bucklets and Brad Dexter. I mean they were the Magnificent seven. What do you do with the modern Magnificent seven? Is Apple going to deliver here? And if you're going gloomy forty four hundred, do you sell your big tech Well, I'm not gloomy of four hundred at all. I'm just saying it's more realistic from here to the end of the year. Just wait until we put in our Brice target for next year. That'll be later on. Oh good, and no one's watching here, Come on compliance at opcos not watching. Give me a number. Can you pop a five thousand for next year? To do it? I got, I got compliance breeding down my back. But when we look at things are getting better and we think we're going to see competition return in a lot of spaces, and competition is when all of a sudden you've got everybody is passing on the old higher prices getting away with it. And then some guy in business or gal discovers the idea of well maybe if I give up a little bit what I get in per unit costs, maybe I can make it up big time and volume. And that'll happen across the sectors. But in the meantime, tech is empowering everything, and we don't mean it like in some kind of a moonshot, but it exists. Today. Corporations are doing better navigating very tough environments. Well, it's the financial advices. Whether it was the pandemic, post pandemic, the supply chain stabilization, the getting away from one country centricity in terms of the global supply chain. All of this technology is enabling a lot of things both for the can consumer as well as for business. And it's it's a dramatic change that combined with sensitivity by the FED communication transparency that we think is you know, the branking legacy that is still being practiced by Jerome Howell in his own way. Yeah, you know, positive effect. I keep thinking the economy is not the stock market, and this is not necessarily a stock market that's representative of the broader economy that really is maybe the Russell two thousand or the banking index, the regional Banking Index. Does your optimism bleed over to small caps, to the KBW index? Well, I'd say not necessarily to the k b W. Yet we've got to wait for the economy to show a greater sustainability going forward and not as many concerns in terms of commercial real estate and subbrime auto loans and things like that. But what we would say is when we when we look at this picture where all things are getting better, it's been led by the large caps but if we get to that point where we get to see the sustainability of the economic expansion, of becoming predominant in the picture, you're going to want to own smalls and mid caps, and you probably want to consider, for instance, we're near market cap agnostic in some ways because our goal is beyond we're intermediate to longer term investors, and the valuations are ridiculously low in many quality indices of the small caps and mid caps. Joss Dolphis thank you so much, greatly appreciating this should be a two hour conversation. I can't say enough about the work of doctor Miller. He is Aaron David Miller. He's a senior fellow the Carnegie Endowment for in an national piece. The signal is from the University of Michigan Definitive and International Relations. And he wrote a book in two thousand and eight. It was shockingly, shockingly prescient fifteen years on about the mess we're in in the Eastern Mediterranean. Aaron David Miller, thank you so much for joining us this morning. When you wrote your masterpiece in two thousand and eight, did you expect the tragedy we're living now? I expected John at an unresolved Israeli Palestinian conflict driven by a proximity problem. Israelis and Palestinians are living on top of one another, and frankly, I think it was Mark Twitter said that proximity breachs contempt and children. I figured that this conflict would endure, It would go through periods of accommodation, perhaps as it did, but also periods of conflict that we've seen. But I think I, for one, I'll put myself at the top of the list, never anticipate paid the kind of trigger to this particular phase of the Israeli Palestinian conflict. That is to say, what happened on October seven, with Hamasa's brutal and savage attack and it's wilful and intentional, indiscriminate murder of men, women and children. I did not anticipate that, and clearly, in what probably one of the two greatest intelligence failures in the history of the State of Israel, neither did the Israelis. Aaron David Miller. Robert Gates writes a piercing essay and the New Foreign Affairs magazine. I read every word of it. The former Defense Secretary and head of CIA on a dysfunctional America, a dysfunctional superpower. You are someone that straddled the line. I would say, within the politics of Washington, what's Aaron David Miller's best practice? Now for the Biden administration come to this particular crisis. Remember, we now have an archa crisis. We have a major crisis in the Middle East with the potential of escalade. Even further, if you end up with in Israeli his bull of war, You're going to see, not to mention the prospects of Iranian involvement and direct conversation between Israel and I Ran, which would lead to spiking oil prices and plunging financial markets, and even more uncertainty with respect to the global economy. You've got Russia's invasion of Ukraine, You've got tensions in the Indo Pacific. Look, I long believe you know. I'm a follower reinhold Nebe approximate solutions to insoluble problems. This is a world that cannot be resolved. That is to say, I'm not sure there is one conflict factor you could identify that had a definitive, a comprehensive solution. This is all about smart, smart management and a judicious and very balanced view of the projection of American power in air is that in fact we can, we can and effect. But no, this is not a world to be redeemed or resolved. It's want to be managed if we're lucky and smart. Aaron David Miller Robert Kaplan's new book, The Loom of Time is my book of the year. It's just a sprawling treatise from Morocco all the way over to Persia, indeed on to Afghanistan as well. And what permeates Caplin's real politic is the basic idea that we have a human rights led foreign policy. Is our human rights led foreign policy at risk given what we see in the Eastern Mediterranean region. You know, Caplin's you a really smart guy. Based on my experience John working for Republicans and Democrats over a thirty year period from Jimmy Carter to Bush forty three, I don't think we have a human rights based policy. In fact, human rights democracy promotion, responsibility to protect, the intervention, to to prevent or even respond to mass killings, from the Holocaust at Cambodia to Rwanda to Dartford to Sauth, Sudan to Syria. Where has the United States been with respect to the protection of human rights. I'm not saying that that is a role we need to play and can't play all the time, but I think human rights is a factor. But based on my experience from Carter to Bush forty three, it's rarely at the top of our agenda. There's been shades of isolationism there, even off of the shock of Jimmy Carter and the Iranian hostage crisis. And I believe seventy nine, what does our new isolationism look like. I'm not sure. Well, clearly we're not there now. I mean, I think the America first notion, although I think that largely would translate into putting America last. We've got to find the right balance, John, between doing too much in the world and not doing enough. One of my former VOUSE bosses, medal In Albert, referred to the United States as the indispensable power. You know, and I remember what de gaul said about the cemeteries of France. They're filled with indispensable people. We can't be the indispensable power if indispensability means that we need to be everywhere, to everyone all the time. We have a dysfunctional political system. That's the strength, by the way repairing that is critically important for our capacity to lead, not by the what it was, Joe Biden says, not by the example of our power, but by the power of our example. There is something to that. From where you sit in international relations. Is our pentagon properly funded? And specifically does the Navy have enough ships and submarines? Probably know, and no, I suspect, even though there some will argue that our defense budget is way out of whack, It'll be fascinating to try to see how we're going to resource going forward because each of these problems I referred to what you're seeing in the Middle East right now, Russia's warview against Ukraine which seems to be forever, and the prospects of arising China in the Indo Pacific. All of these things have to be properly resourced. And that's a concern that I have, given the nature of our domestic politics. One final questionnaireon to circle back to your two thousand and eight treaties, there is a much too promised land. What should we advocate to Israel and the Palestinians in this November You know, a lot of people I respect John believe that the so called two state solution has gone the way of the Dodo. I understand the argument, but frankly, it's the least bad solution to this conflict. Israelis and Palestinians need to separate from one another through negotiations. There's no precedent that I can think of of two two national movements, one of state, a nonstate actor seeking to become a movement living happily ever after under one roof. It's Cyprus, Lebanon, Syria, Iraq. I mean, the beat goes on, so it's not it's just a hop, skip and a jump to understanding that if in fact you're going to have anything resembling a conflict ending solution, I'm choosing my words very carefully here. You really do need to have separation through negotiation, maybe into a confederation at some point, but you need to satisfy the political, territorial, emotional, psychological, and religious underpinnings of this conflict. The only thing that does that, in my judgment, is to separate through negotiation state of Israel living peacefully next door to a Palestinian polity. That to me is the only way to even begin to think about fixation. Aaron David Miller, thank you so much for the brief. Hugely valuable with the Carnegie Endowment for International Peace. Stephen Stanley joins us at right now with Santander or US Capital Markets. You are acclaimed for analysis and GDP. How does the bond market affect your analysis? You know, I think the Fed is overstating the importance of this little backup in bonnials that we've seen over the last month. As we talked about the last time I was here, I see it maybe as a little bit more of an excuse than a reason. I think they wanted to hold off, and that provided them with a convenient reason. Financial conditions have tightened a little bit. But look, you know, as you all discuss, the economy is still rolling at this point. So I think it's wishful thinking that the last twenty or thirty basis points on the on the bonyold is going to roll the economy. But the I'll go with this easy, easy question here. It's a cliche, but unfortunately it's apped right now. Are they fighting in the last war? I think it's too soon to say that, because you know, the idea I assume what you're suggesting is well, inflation has already licked well. Dominicq constum in MISSOUI is calling it super restrictive. I got people say in the five percent reality lay on the bond market is a seven percent reality in the economy as well? Are they? Are they working now? They go to the meeting tomorrow in a restrictive milieu. I think policy is restrictive, but is it restrictive enough? I mean, until the economy actually slows down, until inflation really comes off. It's it's hard to say that, and so I think that's why that at a minimum, they're certainly going to want to keep their options open. You know, they they've signaled another pause, but Pallas certainly kept the door open to further hikes. So I'm not throw this question at you what I was asking before, which is how long can the US continue surprising to the upside with economic data and showing momentum at the same time that you see Europe running into recession coming out recession around the world a lot of pain, maybe not to be overly glib, but basically forever. Because the US is a domestically driven economy, and I think economists and particularly the FED, have systematically over the years overestimated the importance of the global economy for the US economy. We're, you know what, between ten and fifteen percent of our economy is trade, whereas for most of the other major economies it's thirty forty percent. Okay, I'll challenge that in one way, And this is something that a lot of people have been talking about, and I would love for you to push back if this is the case, people say that the international transmission transmission mechanism is the US yield is how many international buyers are going to be coming in and picking up treasuries at a time where the Bank of Japan's not going to be buying, where you're going to have or not going to be really pushing investors out of that nation's asset market. Where you have certainly around the world yields going higher and China not buying how much does apply change that narrative and create more of an international transmission mechanism than ever before. Yeah, that's an interesting angle. Actually. I think the root of the problem there, of course, is the fact that we're that we're running such large deficits. If we had a smaller deficit then this would be so much of a problem. But the fact that the Treasury is to borrow on extra to two and a half trillion dollars a year, they need demand anywhere they can get it, so that that actually does bring a good point, which is that the it feels like the international community has pulled back a little bit for various reasons, and I think you know that's that's part of it, a piece of why yields have backed up recently. Well, Mike McKey summarizes for us we've heard this twice today and surveillant Shill Moweko accent Stephen Stanley of Santandra agree the United States is a relatively closed economy. Are we an economy a fiscal stimulus thinking of refunding and all the other debates versus Europe in austerity stimulus? I mean, are we living a fiscal stimus that makes us different? Well, yeah, I mean we as Chris says, we're, as Steve says, we're a sort of closed economy. We don't have to worry necessarily about what's happening in Europe as much as Europe has to worry about what's happening in the United States. And China their biggest trading partner, and so we can stimulate the economy and we can run deficits for a lot longer. Nobody knows exactly how high or how long, but it doesn't have the same kind of effect. Interesting to note where we are with yields these days is where we were in the nineteen nineties when we were growing at four and a half percent a year. So can we live with this? I mean for now we can't, right, Steven Stanley with us, So I'm not going to go higher for longer. But just pick one of them. Are we going to go higher or are we going to go longer? Well, I think the more important thing is the longer part. You know, they may go one more time, but we're pretty to the end, so I don't think the higher part is the more important of the two right now. I think is the more important issue is how long are they going to stay? Can the American economy equilibriate through a higher nominal and real rate or almost equal calibrate? I would said yes, I think We're in the process of that. I think that in my mind, the neutral rate is you know, anywhere from fifty to one hundred basis points higher than it was before COVID. So give me a ten year real rate, which is going to be a run rate. I think it's probably you know, one to one half percent something like that. Okay, when we look right now at the data that we've getting this week, you said that the Fed seems to be looking for an excuse, and it's not really that they're so concerned about what you call this little backup and yields. So what data could make it difficult for them to use the backup and yields as some sort of excuse. Well, boy, we're really testing that right because since the September meeting, we've had a blowout payroll number, a high inflation number, stronger than expected consumer spending, and now we get a firm wage number. So you know, you're pretty much a clean sweep, and yet they're clearly going to pause. So I think it's going to have to be not so much a particular data point, but a duration of a stretch of good data. If we continue to see good data for another month or two, then I mean it just becomes increasingly compelling. So tomorrow, based on what they say and based on the economic data, what are the chances from your view, that they've got to go significantly further than currently markets are pricing. Yeah, so significantly further is a really important part of that question, because, as I said, I mean my base case, I have one more hike. But that's I mean, you know, whether they do one or not, it's not that important. But there is a scenario where inflation reaccelerates and they end up having to go multiple times. That's the I think that's the scenario that you might have in mind. I mean, to me, that's the biggest risk fact. I see that as a bigger risk than the risk that the economy slides into recession and they end up easing much sooner than people expect it. But it's at this point it's for me, it's a risk scenario, not a base case. Are Is it true you're going for Halloween? You're going to dot plot that. That's a room, right? I can't confirm you had bullered up at the tippy top of your head. There you go. Okay, I have a lot of room on my head for you dods. So do some of us is well? Also? John Ferrell, going as you'll Brunner, I don't know if you knew that one of the mania for seven John. It was good to hear Stephen Stanley with his chief US economist of Santander, Emily rolling this morning from Boston here on a Halloween. What's your biggest fear out there besides trigger treating, what's your biggest fear, Emily in this market? My biggest fear is that we're actually in a scary movie right now, but it's not over yet. You know. You think about the villain kind of being wounded but still alive, and the villain is higher borrowing costs and the wake of the FED raising interest rates in the shortest amount of time and the greatest extent in several decades here, and we really haven't felt the sting from that as far as consumers pulling back, you know, as far as earning's getting hurt by that profit margin's getting crushed. So everything's fine right now. We're sort of running to the safe part of the house as we're getting chased by this villain, but we need to remember that the movie simply isn't over yet. Oh my god, Emily, I'm just thinking about you at the sleepover with a bunch of eleven year old saying it's a scary house and the bond villain is coming to get you at some point. I'm wondering, Emily, how much we're looking at a scenario we're yield to kind of reach to a peak, and that really the uncertainty lies. And I keep harping on this, but it lies with the deficit financing and what we get tomorrow from the Treasury Department. What we got yesterday actually underwhelmed with the amount that the US would have to borrow in the third quarter, and arguably that's what's leading yields lower this morning. Yeah, certainly fears around supply have been a key to the narrative around rising bond yields, but it's not like we woke up one morning over the last few weeks and all of a sudden found out that the treasure was going to have to issue more debt. That's been a known issue. So for US, that's not really the primary reason that bond yields have picked up. It's been just this unrelenting strength in the economic data in the US, and certainly fiscal spending has played a role in that. Excess savings have played a role in that. In twenty twenty and twenty twenty one. But really it's been the strength of the data. There's something really really unusual happening in the bond market right now. One, we're facing down potentially the third consecutive year of negative returns for high quality bonds. That's never happened before in history. We're also looking at an environment where if the FED was done in July, and we can talk about that, it's really unusual to see the ten year treasure yield continuing to rise. Typically what happens is that the ten year peaks right around the same time, are just before the FED pauses, very unusual. And then finally the elusive bear steepener another very notable dynamic here that is not consistent with what we've seen in recent history. So our view is that we could be getting close here to the peak and yields. This doesn't sound like a scary story actually. Arguably, and as Gina Martin Adams yesterday was saying, this really speaks to a pain trade of more momentum of gains of a rally and risk assets. Because if yields are rising because of growth, isn't it a good and beautiful thing? Yeah? I mean, I think our standards for growth have seemed to be shifted a little bit. Yes, there's a lot of strength in the labor market, but we all know that that's lagging data and those cracks are starting to form. I think this week's going to be really critical in terms of the jobs report on Friday, initial claims, which have stayed stubbornly low. We've got to remember that that data is subject to heavy revisions, and we're seeing a lot of cracks in the consumer stories starting to emerge. There's a lot of heads out there, the resumption of student loan payments, credit card interest rates at twenty five percent right now, auto loans at seven percent, mortgage rate over eight percent. That's a challenge. How do you get out thirty six months? You're going to tell me part of a carefully managed portfolio is so look out three years, five years, years, maybe when the red SOX go above five hundred again, Emily, the basic idea here is people are scared stiff. How much cash at five x percent should they own? Versus having the courage to reach out thirty six months? Yeah, I think the critical the scary part I guess about being in cash right now is that your subject to significant reinvestment risk. Our view is that the normal relationship with the economic cycle and bond yields remarries as we head into this economic contraction into next year, and in that environment, you want to move out the curve and just really be able to capture the five six percent income that you're seeing in high quality bonds right now. I know we've been talking about this for a while. There's been these significant odd dislocations in the bond market, but if you're in cash right now, you might not get that yield next year. We have an opportunity again to lock that income stream in for years, and I think we're going to look back on this is quite an incredible opportunity to unlock the value in bonds. Thank you, Emily Rowland, John Hancock Investment Management, Boston. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern. I'm Bloomberg dot Com, the iHeartRadio app, tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keane, and this is BloombergSee omnystudio.com/listener for privacy information.

Jeremy Stretch, CIBC Head of G10 FX Strategy, breaks down the European Central Bank's decision to leave interest rates unchanged. Lindsey Piegza, Stifel Chief Economist, discusses the US economy's fast-paced growth in the last quarter. Ed Mills, Raymond James Washington Policy Analyst, says the US won't face a government shutdown in November after Congress elected a House Speaker. Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, says AI will be a key focus for Big Tech going forward. Michael Nathanson, MoffettNathanson Sr. Research Analyst, says 2024 will be a year of consolidation in the streaming market.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance      Full Transcript:     This is the Bloomberg Surveillance Podcast. I'm Tom Keene, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best and economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal, and the Bloomberg Business App. Jeremy Stretch of CIBC as he considers these headlines, not much movement in the market. I've got ero one oh five forty, Jeremy. A key question to me is simple, and that is the idea of what two percent means. These are different economies, different nations. Do you look at it as two point zero percent? Is the ECB Bundesbank hope two point two percent while the FEDS two percent is two point eight percent? Well, of course, the Eurozone is a difficult beast to manage, and I think President Leguard is very mindful of that because, as we've touched upon, there is a very different degree of performance and activity in a number of the different economies across the zone. Now, the Eurozone and ECB is aiming to get back inflation to that two percent target threshold over the medium term. I think it was notable that obviously inflation in September did fall a little fast and the ECB had been expecting. And as I say, I think the next meeting in December will prove to be particularly instructive as we get forecasts out to twenty twenty six for the first time, but also looking at those longer run inflation expectations and if those are back towards the two percent threshold in aggregate across the whole of the zone, and that of course is the difficulty. We will still get divergence in the individual nations, but as an aggregate measure, the ECB is going to be aiming to get back to that two percent target threshold over the course of the next two years. Jeremy, I'm going to go to a wonderful moment I had with the August and here from Leon Jean Claude Trichet, and he talked to me about transmission, the diffusement of an economy across borders. Europe doesn't have the transmission mechanisms of America, do they. Well, there is obviously one of the inadequacies of the Eurozone project is the you know, the difficulties on the fiscal side on a relative basis that the US obviously has because the US has the you know, the federal system, and we do get that disperse into federal funds across the fiscal dynamics. So we are in a situation where the plumbing, if you like, in terms of the Eurozone economy, in terms of monetary and fiscal policy is very diverse because of course fiscal dynamics, and that's still much more at the behest of national governments. But I think the other interesting dynamic to consider as we move into twenty twenty four is that the Eurozone is thinking about bringing back those fiscal thresholds that were put on or suspending during the COVID period, and that will be an interesting dynasm to add to the rinkle about fragmentation risk, and that of course is one of the big concerns that the ECB has to be mindfulwed even if prisident, Legard will try and downplay any concerns at this particular Poet, Jeremy Stretch, thank you so much. October thirty, Apple to announce new MacBook pros I should say Lindsay Piaggs is pleased with that because as she ran her Excel spreadsheet on the American economy at burn Up or MacBook a couple days ago, Doctor piags it joins us now from Stifel as well. How hard is it to put together an Excel spreadsheet with the mysteries of this American economy. Well, it's typically difficult, but it's become increasingly difficult with all of these ancillary factors that are coming in that are virtually impossible to model. We do have a lot of international factors that are impacting the market's expectations. We do have now unprecedented fiscal variables that we're trying to account for. But I think right now the market is very much discounting that third quarter number, focusing onstead on the latest central bank decisions the BOC the ECB as a proxy for what to expect from the Fed next week, suggesting that developed central banks around the world, despite still elevated inflation, are starting to pull back in anticipation of a slower level of longer term growth. So the market very much anticipating the Fed maybe moving to the sideline for certainly a prolonged period of time, but maybe indefinitely at this point. So, lindsay, just to crystallize what you're saying, are you saying that the Fed can kind of look through what we're getting out of this blowout GDP print, or at least that's the market's expectation. No, that's the market's expectation. But remember the market has been preemptively calling an end to FED rate hikes for the past two years and wrongly pricing in rate cuts. The Fed, however, has been very clear beating drum of higher for longer, very consistent in their message, and I think when we look at some of the underlying data in the Q three report, the resilience of businesses, the resilience of the consumer, and yes, to Lisa's point, we have seen a little bit of an uptick in claims, particularly continuing claims, but broadly speaking, the labor market is still extremely tight. So the FED is looking at all of these data juxtaposed with inflation that's still too high. I think the Committee is going to have a very difficult time selling a prolonged period of a pause. I think there is still more work to be done before they reach a sufficiently restrictive level to ensure that we remain on a disinflationary trend back to two percent. Well, Linda, you're getting of what I've been wondering about. Of course, this is a very binary question, and we live in a shades of gray world. But when you think about the just raft of numbers that we got this morning, you take a look at to blow out GDP print, but then you look at initial jobless claims a little bit higher. What's the stronger signal there? Which one should we be focusing on? Oh, the consumer, certainly, And I understand that this is backward looking, but remember claims are extremely volatile, and we don't want to look at one data point, but rather the underlying trend in claims, which is still extremely low, still signaling that tight labor market or tight labor market conditions, which is going to continue to perpetuate the ability for upward pressure on wages, extending that to further purchasing power for the consumer in the marketplace, suggesting again the backbone of the economy, the underlying support of the economy, i e. The consumer remains resilient. There's been a real angst to underpinning some of the recent sell off in the bond market. The longer end that hasn't been tied to the Fed at all. It's been tied to a widening deficit and likely increasing spending. How much is the FED going to find itself increasingly at odds with fiscal spending because you talk about the need potentially for the Feds do more. How much is the strength that we're seeing in the gd preprint tied directly to that government spending. Oh? Absolutely, this is one of the problems when monetary policy and fiscal policy are moving in opposite directions, that's going to force the Fed's hand to take an even firmer position to counteract that expansion of government outlays. Now, we do know that federal stimulus has largely concluded, but there's other fiscal stimulus that's coming down the pipeline as a result of legislation that was passed over the last twelve to eighteen months, be that infrastructure spending, the IRA, the Chips Act, and other spatterings of state and local stimulus that is still being spent on constituents. So there is still a lot of purchasing power, a lot of borrowing and investment power out in the marketplace that the FED is desperately trying to drain out of the system. But again, the more that we see monetary and fiscal policy moving in opposite directions, the more that becomes a barrier for the FED to achieve its goal of price stability. Lindsay. A lot of people are writing in. They're saying that I didn't really have a right to be confused because it's core PCE. When you look at the actual inflation, yes, you're seeing growth, but it is disinflation stare you are seeing a reduced pace of growth when you strip out energy and food. How much credence do you give the idea that we got in this gdpreprint a core PCE read two point four percent. Is that the sort of number to hinge off. It's certainly encouraging, But again, when we look at some of the other data metrics, when we look at headline pc when we look at the headline CPI, we're not seeing this clear downward trend of disinflation. Now, of course, monetary policy is not based on headline price pressures. We strip out those volatile food and energy composedonents. Lindsay piigs a stiff very near her good conversation with US year Edward Mills. Hugely experienced. He is at Raymond James with far more has legit committee, an individual congresspeople's skills in Washington, particularly working with Maloney of New York ed Mills. This new speaker the uproar that I hear, and yet your research note says he can drive to the center. How does the gentleman from Louisiana move the Republicans to a doable center. I think it's going to be a tough task. I think Tom the thing that I am most focused on with the news speaker is how quickly at the end it happens. In DC things appear impossible right up until the moment it's inevitable. So having a unified Republican caucus is not something we would have thought. But the big question in my mind is this is a speaker who has not been vetted, and as he is vetted, how does he come out of that vet? What type of narrative about his leadership? And I think what we're talking about is for him to keep that, for him to keep the seat, for him to be able to govern. Do you need to find the middle, because what we've seen is that the fringe does not support many legislative packages, and that's paralysis. Help me with the sequence here. Course before Kart is November seventeenth and a government shut down prior to the defense allocations you mentioned, the first task of Senate House House Senate is well war funding if you will. Is that going to be before November seventeen? I think it's kind of a toss up between the two. I think to start with the November seventeenth deadline, Tom, we're not going to have a government shut down. It looks like we are going to punt government funding either into January or maybe as far as April. But in doing that there will be the conversation about defense funding. The President has sent up to Congress a robust supplemental package, and what we're hearing is the Senate will want to have a strong, by hardistan vote on that, trying to put pressure on the House, not differentiating aid for Ukraine from Israel or Taiwan. So how do you understand the fact that Mike Johnson has made a real important issue of his cutting the deficit, and yet there are all of these requests to finance some pretty big military expenditures. How much is that going to be a sticking point that makes it uncertain whether we get this aid across. We were speaking earlier with John Lieber of Eurasia and he was saying, we're going to get it passed. Are you as confident? I am confident that will get something passed. I think that the big question is timing in the scale of this, Lisa. When you go back to some of the other pushes to become speaker, this was probably most out in the focus during the push for Jim Jordan. The only way some of the defense hawks within the Republican Caucus who were willing to support him and the expectation is the only reason why they're willing to sport Johnson was that they needed to get a guarantee on a robust defense bill extra defense funding in the Defense Authorization Act before the end of the year. That group is far greater than the ord needed to keep that speakership. So if he wants to keep that speakership, he's been against that Defense aid in the past, and especially voted against Ukraine aid, but the geopolitical environment's very different now in his political position is completely changed and ed to do all that. You made the point that Johnson really needs to find the middle here. But if he doesn't, I was speaking to Henrietta Treys Yester and she made the point that the Senate is still functional. That's the saving grace because at the end of the day, the House will do what the Senate tells it to do. You agree with that logic largely. I think when you see the Senate, if they pass something with eighty ninety votes, it's not a politically tenable position not to even have a vote on that in the House. And if you were to have a vote on something that ascid with eighty or ninety of one hundred votes in the Senate, in the House is near guaranteed to have a majority go to the president's desk. And I do think Johnson has a little bit of leeway here where he doesn't have the baggage of some of the previous ones. So some of the first fights, which will be government funding and defense funding, he's not necessarily going to get blamed for the position that Republicans are in because he's new to the job. Hey, you know, Ed Mills, I look at this. I was taking ann Rey hoard in three to zero two, which is advanced Civics lessons inside the Beltleigh, and I guess every speaker has a lot of power. Is he going to blow up the leadership of the Republican Party or is he going to attach himself to, say the hockey player from Minnesota and the others. Well, I think he's going to attach himself to the majority leader. I think i'd go back to the last time we had a speaker that no one really had heard of, which was Speaker Hasser. And you have the most empowered majority leader of in decades with Tom Delay when you saw him have the press constraints and there was some booze by Virginia Fox. What I was watching is Steve Scalise, the majority leader from his state of Louisiana, was standing right behind him and told him exactly what he said. He said, next question, let's talk about policy. Then Mike Johnson said, next question. So he is a lockstep with the current majority. And that is the Edmills perspectives. It's so valuable with Raymond James, Edmills, thank you so much. Meta shares not diverging from the rest of the complex, shares falling after the company warned a quote uncertain revenue outlook for next year. This was the dominant narrative, even though the tech giant beat expectations on third quarter revenue. All of this dashing hopes for a long term recovery in the company's advertising business. It's spending, though aggressively in other areas and artificial intelligence and virtual reality. It raises this question, you know, what are people hinging onto just this hope of uncertainty or expectation of uncertainty that we all know just Instagram? You know, it's just Instagram. It's it's what Storm's doing over at Instagram plus six classics, mandeep sexy technology analytics through Instagram and Go. That's a short Bloomberg Intelligence joining us. Now, Mandy, what does it tell you that they came out with really good earnings at least on the fundamental basis that they say that there's uncertainty and that they share sell off. Well, so I think they gave a pretty broad guidance thirteen to twenty four percent for next quarter. When you see that sort of white guidance, you know, you know the company is not sure and they didn't have that sort of uncertain guidance on the expense side, So they said reality labs losses would mount, and I think fear that company is really feeling the investors is not giving them markers around what they're actually doing. I mean, losing fifteen billion dollars a year on reality labs and not telling what you are investing in. Because we know Apple has a new virtual reality headset. It didn't take them fifteen billion dollars to make that headset. So clearly they are investing in something that nobody knows, and I think that's the uncertain How is AI different for Zuckerberg than AI is different for Google where AI is different for Microsoft, So there is an overlap between Google and Meta's version of AI versus Microsoft's and microsofce corporate. I got to get a job done. Let's go Yeah, and what's Meta's AI is? You are consuming Instagram feeds, Facebook feeds, I mean the average user is, and so how can AI enhance that experience both for the consumer as well as for the creator who's creating content for the feed? And AI can offer you a lot of tools to generate images based on text description. So there's a lot that AI can do in messaging, think of customer service, you know WhatsApp, so this AI and Instagram. I don't buy it AI and Amazon this afternoon. What is Josie going to spin on AI? Amazon? I mean amazonal story hardboard box is about compute training the models. Everyone wants these GPUs to train their large language model. They're buying AI from Microsoft. I saw that ten days ago or so, right, Yeah, well they are upgrading their three sixty five on Prime version to Microsoft. So completely lost. And so that's the thing about the generative AI wave that it is quite broad and every company can use it in different ways. Some companies are focusing on training models, some are focused on inferencing use cases. And you don't even know what this is, Cady. It feels like a Morcan mindy skip. You know, Robin Williams is going no, no, no, no. I just everybody's got a different definition of AI or I guess they're trying to play for a different part of this large pie that everyone sees with generator. Save me. Let's talk about something we all know. Let's talk about the cloud business at Amazon. Of course AWS. You saw sales growth there slow to a record low in the second quarter. We know that the cloud business was why Alphabet had such a bad day yesterday. What are we going to see out of the cloud business at Amazon? I mean, the good thing is expectations are lower for Amazon, and we're talking about mid teen's growth for AWS, and yes, it has the largest base in cloud, but everyone perceives them to be behind with generative AI workloads. That may not be the case, and so there is room for an upside as long as they prove to the street that you know, they are catching up with Jenai and offering the compute that everyone needs to train their models and not to go back in time. But you think about what happened at Alphabet, I mean, I'm just stuck on the share price move yesterday down almost ten percent, worst day since March twenty twenty. Is that an overreaction? Was it that bad with Alphabet? It definitely feels felt like an overreaction, simply because the search business actually did remarkably well, and unlike Meta, which continues to see ad pricing declined, Alphabet saw an ad pricing increase, which is a positive sign. It's an auction mechanism, so advertisers are bidding up for your ads. And there was talk about uncertainty yesterday around the Middle East war and everything that will draw down the advertisers spending. But clearly Alphabet had a positive print on the search side and the cloud side. Really the expectations were too high, So I think that's where Amazon may have an advantage going into the print. I want to try to understand the psychology of the investor base in some of these tech names, because it's been shifting over time and we've seen that. What are we learning about what the key triggers are going to be to buy and what the key triggers are going to be to sell after the games that we've seen so far this year. I mean, look, the cost of capital is going up, and so I think the days of spending fifteen billion dollars a year on moonshots are probably gone even for larger companies, as long as they keep deliver bring you know, twenty percent plus growth meta for Meta. Everyone is okay with them spending on reality labs. The moment that growth decelerates, that's when that fifteen billion dollar loss really becomes a sticking point for free cash flow. Is that the reason why you expect things for Amazon to be positive because they have that infrastructure AWS, which is the major player in the cloud space, they have that revenue coming in, they have Tom Keynes offspring buying lots of boxes. How much is that really going to play into a positive that could offset some of the negativity that we're hearing from the likes of ups this morning. Clearly, I think everyone believes that, you know, digital transformation, generative AI. These are secular trends, and right now, I think for Meta to spend thirty billion dollars in capex and not have a cloud business or something equivalent is also sticking out because that could have been a key source of diversification for them. This is an arch question. Do you and Anna rod Rana see the cloud business? I have no idea what I'm saying when you see the cloud business? Is it a classicdopoly or triopoly or can there be a set you know, number five sixty seven players. I just don't buy it. I mean, right now it's a triopoly and Oracle actually is investing a lot in building it's cloud investing. But do you believe people can grab share and come down and make a fundamental free cash flow generation or is it going to squeeze into a triapoly? No? I think you can, because right now the compute. Nature of compute is changing, so it's not CPUs consumed on the cloud anymore, it's GPUs, different types of accelerators, different types of databases, and that's where if you don't have a legacy business, which Microsoft does, I think Google has an advantage. Amazon has an advantage that they don't have a legacy business, and that's where they can keep building that Joining us right now, John Fair on assignment, Kavin Greifeld with us this morning. Michael Nathanson joins. This is senior research analyst at Mofatt Nathanson on a pluthor of things. Lisa, why don't you drag in Nathanson here on Facebook because you know the story better than I do? All right, Michael, thank you for joining us. I want to start with the one note of caution that really drove all of the price action. They came out and said, we don't know what's going to happen. What else is new advertising? Who knows? Oh my goodness, the stock fell. How realistic is this or instructive of what we can expect in the year to come. Yeah, I was disappointed by that fact that the market took that comment around with him. These guys just put up twenty three percent AGROTH in a quarter and a year ago. People were thinking this business was dead, right, all the momentum is behind them. They called out a little bit of choppiness because what's happening in the Middle East. But I don't think it was that big of a deal. I mean, their guidance is still pretty strong, So I think this is This is an amazing story in terms of Tom and T Mobile. This could be. This could be the second story. People have just underestimated the strength of a business model. The recover it has been amazing. There's been a lot of There's been a lot of questions though around just in general the online advertising business, especially at a time where all of the content creators are facing off with consumers that really don't like advertising and are willing to spend to avoid it. How much are we seeing with respect to consolidation of market share at the likes of Meta at a time when Google also saw an increase in ads bend despite their cloud issues. What does that tell us about the overall market versus just consolidation with the leaders? Okay, big picture, those two companies, the growth rates of Meta and Alphabet are back to where they were in early twenty two. So if you remember the past couple of quarters, there's all kinds of worries about e commerce slowing. It's getting better about changes to Apple's IDFA system that's been fixed. So it says to you like the market's actually really healthy and that you're seeing kind of the structural tailwinds and online gaming discontinue. Right. We had a very tough compare in twenty twenty two that's now behind you. So I felt pretty good about the health of this business with the scale. Prayers for a snap for a Twitter go luck to you. It's not going to happen, you know. Michael math is a congratulations. Netflix has done a double. It's off Mark Mahaney. What's he know? He's going up another one hundred dollars on Netflix review for us, the winner of streaming is Netflix and a Microsoft equivalent, even at thirty eight times earnings. It's a good question, Tom. It's different than Microsoft because you don't have the operating leverage you know, longer term, right, so you have to keep investing in content. The great thing about software models is that incremental margins are massive. Once you build it, you get the benefit of scale. In media for the most part. In the streaming model, you have to keep an investing in content, so they'll have margin leverage, but nowhere near the same margin leverage of what we saw last night with Meadow or Microsoft. So but in streaming there a winner. It's because it's such a tough business for everyone that's not in Netflix right now. So it's really there's one winner. There's Disney, and then there's everyone. Disney's not even a winner yet, and they're going to just churning cash flow to get your attention. Yeah, I mean, you know, I just brought up the Disney chart. You know, I just do we do this for Michael Nathanson, folks to give him, give him a little bit of angst here on a Thursday morning, Michael Nathans and Disney is back to twenty fourteen pricing. Help yeap, When does it turn You've been wrong, wrong, wrong. It's been like the New York Yankees. It's a disaster. I say, when does thank you? When does Disney Chern? Can? I say? Upgraded? When Bob Eyer came back in ninety bucks And it's just been painful to me. So thank you Tom for reminding me it's good, so we do about it. It's got exactly and sell and sell houses in the suburbs. So here's what here's what I think is going to happen. Twenty twenty four is a year of they have to consolidate Hulu and Disney plus margins and streaming or negative netflixes are in the twenties. To me, it's about streaming profitability in twenty twenty four, and they have to get who in house, which is going to happen by hopefully the end of the year. So I've a lost hope in Disney. I think that is again, I think this is your meta in twenty four. I mean a year ago people were killing the stock, and I think that Disney could be a great stock in twenty four, but you need to get streaming margins up to a level that people start caring about, which is gonna take some time. Well, Michael, it's really interesting to hear this conversation because you're still a buy on Disney. Okay, it could be a great stock in twenty twenty four, But to meditate a little bit longer on your Netflix comments, you're still neutral on the stock. What would bump you up to a buy bump m to buy would be to have earnings numbers because evaluation to Thomas point to me is it's pretty full. Look at it versus Google, Alphabet or Meta. To me, it's having faith and numbers that are above consensus. And I think we all have the same numbers now we pretty much a model with the companies told us there's no way to doubt it at this point, So you know, pretty much we're just debating multiple at this point. I don't think people have a real edge on earnings. And our numbers pretty much were consensus. We're at Meta and other names. We've been above consensus and that's been our call. You know. We we have conviction that numbers are wrong. To the upside, we will get very aggressive about the buy rating. And when it comes to Netflix and the streaming business in general, how does Netflix maintain market share here? Does that really all just come back to the content slate? Well, it's interesting. You know, when they built their business, they borrowed other people's content, and we were writing for many years and that was a dumb idea. So they would rent the office, they would rent friends. Given the state of media, you're starting to see evidence that they could go back to renting other people's content, which is a very cost effective way to build a business. So what can happen longer term is that they could blend from making all these originals, which is a much tougher business, to renting people's movies and TV shows and given and again the state of media companies, that can happen. You know, I don't think Disney will do that, but you know, Warners, Paramount, you know, NBC Universal talked about licensing more content. Michael, what do you expected to hear after the bell when we get Amazon earnings, particularly around the acquisition of content having to do with sports. NFL the last sort of death now for cable, Right, So Mike Morton covers Amazon for us. He's very bullish on next year's margin opportunity. They're going to be looking at the NBA. Right, So the NFL has gone well for them, The ratings are up in a really strong amount this year, and the NBA is the next big package for grabs, and there's a good chance that they can get a slate of games, you know, getting out Tuesday or Thursday night games. So I think they're going to tell you that, Look, it's going well you see this as a chance, to your point to really distance remediate cable networks thein thing. They're going to go for it. So you know, Amazon to us is is really in the second or third position behind ESPN for getting the next set of big rights. Here for Sports Award winning Michael Nathanson was just decades of good good news is here. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify, and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern. I'm Bloomberg dot Com, the iHeartRadio app tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keen, and this is BloombergSee omnystudio.com/listener for privacy information.

The U.S. government posted a $1.7 trillion budget deficit in fiscal 2023, a significant 23% jump from the prior year. Revenues declined and outlays for Social Security, Medicare and record-high interest costs on the federal debt raced ahead. "Nobody in Washington is interested in controlling spending," warns DICK BOVE, chief financial strategist at ODEON CAPITAL GROUP. The Treasury Department said the deficit came in as the largest since a $2.78 trillion gap in 2021 padded by COVID spending. ODEON co-founder, MAT VAN ALSTYNE, expressed shock at the plunge in individual income tax collections in the current fiscal year compared with a year earlier. Meanwhile, US car loan delinquencies are at a near three decade high, and consumers are defaulting on credit car loans at the highest pace in 10 years. Once again, some market experts are sounding the alarm for the long anticipated recession. Abroad, there is trouble in the Middle East, Ukraine and domestic tension in America. Still, the lessons of history may offer us some relief and positive hope for the future, says BOVE. Joining the CONVERSATION is our host, JOHN AIDAN BYRNE Questions & Comments: Podcast@odeoncap.com

I couldn't have found a more wonderful guest for this 100th episode of Unemployed & Afraid - she gets us, she is us. Alyce Greer, Director of Bossy Copy, is someone who has built a business around trusting the uniqueness of her voice and backing herself to create an offering and a business that's exactly right for her and her customers. She's here for trusting your own business ideas, putting it out there, and letting it grow – the perfect analogy for this 100th episode that I am so proud to put out there for you. By the way, if you love this pod and you haven't rated and reviewed it yet - do the thing, it would mean a lot to me - then come back to hear all about: Starting your business slow Leaning into what makes you unique Why you can't make any comparisons to other businesses Why there's nothing wrong with showing what you've got to a client for free [when you're starting out or pivoting] Scaling your business in your own way Putting trust into a short-term financial forecast Podcasting and Course creation for your brand (two topics I'm HUGELY passionate about) And the tricky spots that come with growing your team If you're here for a relatable and genuinely motivating discourse around building and growing a small business into the kind of powerhouse that YOU want, you're in the right place. Follow and DM Alyce on IG @bossycopy.coach Check out Bossy's Website bossycreative.com Listen to Alyce's Podcast The Bossy. Type And don't forget to follow Unemployed & Afraid on IG , Threads and LinkedIn Join our Facebook Group And show your support for this independent podcast and small business by shouting your host a cuppa at buymeacoffee.com/unemployedpod You can reach your host on email kim@unemployedandafraid.com.au on IG on LinkedIn or via unemployedandafraid.com.auSupport the show by shouting me a cuppa (or 2): https://www.buymeacoffee.com/unemployedpodSee omnystudio.com/listener for privacy information.

Episode 474 of the A Minute to Midnite Show. Tony is joined by John Haller. So many important developments in world events that will affect us all are currently occurring, including decisions recently at the UN and EU, and also with AI and transhumanism.This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4656375/advertisement

The so-called Muslim Travel Ban is being reinstated. We're going to talk about the ongoing worldwide fallout from the Israel-Hamas conflict and what it all means for a rapidly changing world.    Highlights:  “If you recall, Trump instituted a Travel ban that was ironically first recommended by the Obama administration. It was the travel ban of several countries: Chad, Iran, Libya, Somalia, Syria and Yemen. It was a HUGELY popular ban in the polls, but that didn't stop the legacy media from infamously designated it the ‘Muslim travel ban', to highlight what they considered the inherently racist and xenophobic nature of the ban.” “This is what may indeed be perhaps the single major fallout from the Hamas-Israel conflict; a return to border security as the central issue of 2024 promises a Trump blowout like we never even imagined!”    Timestamps: [00:49] Trump's public declaration about the travel ban [03:52] The ban was originally struck down by judicial fiat [06:09] Anti-Trumper Arnold Schwarzenegger on the build-a-wall bandwagon Resources:  HE'LL BE BACK! Get your limited edition TRUMPINATOR 2024 Bobblehead HERE: https://offers.proudpatriots.com/ Meet me in TEXAS for the largest state independence movement in the nation! Get your TEXITCON Tickets HERE with code TURLEY20: https://texitconference.com/turley/ BOLDLY stand up for TRUTH in Turley Merch! Browse our new designs right now at: https://store.turleytalks.com/ The Courageous Patriot Community is inviting YOU! Join the movement now and build the parallel economy at https://join.turleytalks.com/insiders-club=podcast Thank you for taking the time to listen to this episode.  If you enjoyed this episode, please subscribe and/or leave a review. Sick and tired of Big Tech, censorship, and endless propaganda? Join my Insiders Club with a FREE TRIAL today at: https://insidersclub.turleytalks.com Make sure to FOLLOW me on Twitter: https://twitter.com/DrTurleyTalks BOLDLY stand up for TRUTH in Turley Merch! Browse our new designs right now at: https://store.turleytalks.com/ Do you want to be a part of the podcast and be our sponsor? Click here to partner with us and defy liberal culture! If you would like to get lots of articles on conservative trends make sure to sign-up for the 'New Conservative Age Rising' Email Alerts.

Kaspa Mining is all the rage but what does it take to set up a good crypto mining operation?

Nick looks back at one of the best, most surprising, and most subtle political sketches in SNL history:  "Black Jeopardy with Doug." The sketch appeared on an episode of "Saturday Night Live" from October 2016 (during the intense height of the Trump/Clinton campaign) in which host Tom Hanks plays a MAGA hat-wearing Trump supporter who appears on "Black Jeopardy," and finds surprising commonalities with the black people involved on the show. The result is a beautifully written and performed game show parody, that also works as a layered, complex, hilarious, and ultimately optimistic take on how even the most opposite of humans can actually connect during the most divisive of times. It's one of the best political sketches ever, and here, Nick talks about the creation and writing of the sketch, how it played that night (it was HUGELY overshadowed by a little dude named 'David S. Pumpkins,' who made his debut on the same episode), and the aftermath of its airing. You'll hear from co-writer Michael Che talking about the inspiration for the piece, and you will hear the wonderfully funny sketch in its entirety. It is a landmark piece of political satire that has become funnier and richer with each passing year, and it's closely examined on this episode of "That Show Hasn't Been Funny in Years." [EP39]

The guys from Dawgman.com - Kim Grinolds, Chris Fetters, and Scott Eklund - did their best to put into context just how dominant the Washington Huskies were in their 41-7 win at Michigan State Saturday afternoon at Spartan Stadium. For a top-10 team, it felt like there were a lot of obstacles in their way pre-game; first road test of the season, playing on grass (which has never been a thing the Huskies have done well with), and everything that was going on with the Michigan State program. The Spartans had suspended their head coach, Mel Tucker, and brought back former head coach Mark Dantonio to help first-time head coach Harlon Barnett. Would Michigan State rally around their long-time assistant and former head coach? Would they play like their backs were to the wall and the world was against them? Nope. As it turned out, the home team withered at the first offensive foray by Washington quarterback Michael Penix Jr. and his cadre of impressive receivers - Rome Odunze, Jalen McMillan, and Ja'Lynn Polk - and the Huskies never looked back. To start, Kim - calling in from East Lansing - set the pre-game scene. He was impressed with Spartan Stadium and how they do things there. The guys also talked about all of the injury issues Washington was dealing with too; their starting safety (Asa Turner) and starting center (Matteo Mele) were out, and then we found out during warmups that another safety, Kamren Fabiculanan, would be out as well. And during the game, McMillan got banged up and left guard Julius Buelow was also hurt. But with all the walking wounded, the Huskies never flinched and actually took the game to their hosts. The guys rolled through how thoroughly dominant the UW offense was, as they threw for a school-record 536 yards and 713 total yards - second-highest number in school history and the most ever gained against Michigan State in their program's history. After a quick break, the talk turned to the defense and how the Huskies were able to hold Michigan State to only 53 yards on the ground. Zion Tupuola-Fetui sacked MSU QB Noah Kim twice and 24 defensive players were credited with at least one tackle in the game. The guys finish it up with their final thoughts on the game and what it means for the Huskies as they continue to push forward in search of their first Pac-12 Championship in five years. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The stage is set for the grand finale of India's G20 presidency. Against this backdrop, in episode 1300 of #CutTheClutter, Editor-in-Chief Shekhar Gupta picks up broad trends from the latest Pew survey of 23 countries to show how the world sees India & Prime Minister Narendra Modi.

This week's guest, audio engineer, producer, teacher (and lead singer of Indianapolis punk band Zero Boys) Paul Mahern, brings us Public Enemy's landmark sophomore record 'It Takes A Nation Of Millions To Hold Us Back'. Hugely influential and sonically explosive, Chuck D, Flavor Flav and the production team known as The Bomb Squad combined rap, soul, rock, funk, punk, musique concrète and everything in-between to forge the sound of a unit keenly aware of its purpose and capabilities. Bring the noise, indeed! Songs discussed in this episode: Countdown To Armageddon - Public Enemy; Civilization's Dying - Zero Boys; Anarchy In The U.K. - Sex Pistols; Protect Ya Neck - Wu-Tang Clan; B-Boy Bouillabaise - Beastie Boys; The Sprawl - Sonic Youth; Cuttin' Heads - John Mellencamp; Bring The Noise - Public Enemy; Funky Drummer - James Brown; Don't Believe The Hype, Cold Lampin' With Flavor Flav, Terminator X To The Edge Of Panic - Public Enemy; The Grunt - The J.B.'s; Alone Again - Biz Markie; Mind Terrorist, Louder Than A Bomb - Public Enemy; The Robots - Kraftwerk; Caught, Can We Get A Witness, Show 'Em Whatcha Got, She Watch Channel Zero - Public Enemy; Angel Of Death - Slayer; Night Of The Living Baseheads, Black Steel In The Hour Of Chaos - Public Enemy; Hyperbolicsyllabicsesquedalymistic - Isaac Hayes; Security Of The First World, Rebel Without A Pause - Public Enemy; Walk This Way - Run DMC (ft. Aerosmith); Prophets Of Rage - Public Enemy; Fight For Your Right - Beastie Boys; Party For Your Right To Fight - Public Enemy; Don't Shoot, Can't Breathe - Zero Boys; Change The Style - Son Of Baserk

In this segment, Dr. Mistry and Donna Lee are joined by Austin plastic surgeon, Dr. David Dellinger of Elysian Plastic Surgery to discuss the HUGELY popular practice of penis enlargement through penile plastic surgery. One of the most effective cosmetic procedures increases penile girth through the use of fillers called biostimulators that actually cause tissue growth. This is a safe and predictable way to increase the volume of your penis that is minimally invasive and has little down time. Another surgical intervention that helps with penis length is the surgical correction of buried penis, which occurs when the penis begins to retract into the fatty area above it. Many men don't even realize they have this condition, but it's correction can result in significant lengthening of the penis. Tune in to this episode to see whether you are a good candidate for these and other penile enhancement surgeries. If you're interested in learning more about these and other procedures designed to enhance the look, feel, and function of your penis, call Dr. Dellinger at (512) 229-1978 or visit Elysian Plastic Surgery online today!Voted top Men's Health Podcast, Sex Therapy Podcast, and Prostate Cancer Podcast by FeedSpotDr. Mistry is a board-certified urologist and has been treating patients in the Austin and Greater Williamson County area since he started his private practice in 2007.We enjoy hearing from you! Email us at armormenshealth@gmail.com and we'll answer your question in an upcoming episode.Phone: (512) 238-0762Email: Armormenshealth@gmail.comWebsite: Armormenshealth.comOur Locations:Round Rock Office970 Hester's Crossing Road Suite 101 Round Rock, TX 78681South Austin Office6501 South Congress Suite 1-103 Austin, TX 78745Lakeline Office12505 Hymeadow Drive Suite 2C Austin, TX 78750Dripping Springs Office170 Benney Lane Suite 202 Dripping Springs, TX 78620

Ever wondered how to turn your creative dreams into reality? Or how to truly cultivate a loving relationship with yourself? Or maybe you're looking for the secret sauce to deeper friendships, healthier social media habits, or a better mindset?For all this and more, tune in to this profound and transformative conversation with Humble The Poet, the multifaceted sensation – a poet, rapper, internet megastar, and bestselling author who is reshaping the narrative and redefining success on his own terms.Starting off as an elementary school teacher, Humble The Poet (aka Kanwer Singh) embarked on a journey that led him to reciting his poetry in coffee shop stages, which turned into internet stardom, which then catapulted him into a mega-successful career as an author, poet and recording artist. His story might sound like a fairytale, but it's really a testament to the power of creativity, resilience, and the relentless pursuit of one's passion.In this HUGELY inspiring episode, we delve into everything from how to cultivate radical self-love, his incredible insights on modern relationships, how to unlearn the patterns that keep us stuck, challenging societal norms, and his fresh perspective on social media and its impact on our lives.Drawing from his experience as a teacher, Humble also shares invaluable insights on children's education, societal programming, and the role of parenting in shaping the future generation. (If you're a parent looking to empower your children to live their authentic truth, this part of our discussion is an absolute must-listen.)So if you're feeling stuck, unmotivated or unsure in any area of your life, press play now. This enlightening conversation with Humble The Poet is just the inspiration you need.Head to www.melissaambrosini.com/524 for the show notes.Join my newsletter: www.melissaambrosini.com/newsletterFollow me on Instagram: @melissaambrosini Hosted on Acast. See acast.com/privacy for more information.

If you've ever been shocked by your favorite lyrics, movies, paintings, or statues changing, then you're not alone. Our memories are being messed with, and in this fascinating show you'll learn who is messing with them, why they're being messed with, and what it means for you!   The Mandela effect is all-too-real, but there can be HUGELY positive consequences if you know what to do!    Cynthia Sue Larson is a world-leading expert in the Mandela Effect, and runs the International Mandela Effect Conference!   Check out: https://imec.world/  http://www.realityshifters.com/    To find out more visit: https://amzn.to/3qULECz - Order Michael Sandler's book, "AWE, the Automatic Writing Experience" www.automaticwriting.com  - Automatic Writing Experience Course www.inspirenationuniversity.com - Michael Sandler's School of Mystics Join Our YouTube Membership for behind-the-scenes access - https://www.youtube.com/channel/UCVoOM-cCEPbJ1vzlQAFQu1A/join  https://inspirenationshow.com/ https://www.dailywoohoo.com/ - Sign up for my FREE daily newsletter for high-vibration content. ……. Follow Michael and Jessica's exciting journey and get even more great tools, tips, and behind-the-scenes access. Go to https://www.patreon.com/inspirenation   For free meditations, weekly tips, stories, and similar shows visit: https://inspirenationshow.com/   We've got Merch! - https://teespring.com/stores/inspire-nation-store   Follow Inspire Nation, and the lives of Michael and Jessica, on Instagram - https://www.instagram.com/InspireNationLive/   Find us on TikTok - https://www.tiktok.com/@inspirenationshow

Hugely hyped and also facing controversy around its star, ‘The Flash' arrives at a complicated moment for superhero stories. Van Lathan joins Sean and Amanda to talk about the movie and DC's future. Hosts: Sean Fennessey and Amanda Dobbins Guest: Van Lathan Producer: Bobby Wagner Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hosted on Acast. See acast.com/privacy for more information.

Today we take a deep dive into r/HobbyDrama, where we discuss the long and twisted tale of a HUGELY sexist moment in the world of competitive pinball, presented by u/Beagleinthesnow (Who knew there was competitive pinball!) Then, a post prompts Allison to share her existing knowledge about interspecies friendship. And just when you think the show is over.... there's more! This has been a Forever Dog production  Produced by Melisa D. Monts Post-Production by Coco Llorens Executive produced by Brett Boham, Joe Cilio, and Alex Ramsey. To listen to this podcast ad-free  Sign up for Forever Dog Plus at foreverdogpodcasts.com/plus And make sure to follow us on Twitter, instagram and Facebook at ForeverDogTeam to keep up with all of the latest Forever Dog News Learn more about your ad choices. Visit megaphone.fm/adchoices