Podcasts about Index

PREVIEW Architect's Index Signals Continued Economic Contraction Gene Marks Gene Marks discusses the architect's index, which serves as a leading indicator for the direction of the American economy, forecasting big buildings and high-end residential construction six to twelve months ahead. For the eleventh consecutive month, the index showed contraction, not expansion, indicating a difficult market for architects and mixed, non-encouraging economic pictures overall.

─[ INDEX ]───────────今回はリスナーさんから届いた「好きな服と褒められる服が違う」という質問から。私たちが好きな服を選ぶときの内面の基準と、他人が“似合うと感じる外側のバランスはなぜ "ズレる" のか。心理学が示す「人は0.1〜0.5秒で第一印象の大半を判断してしまう」という認知の話から、好きと似合うが違うときの対処法としての3つの考え方や 本当に似合う服”を見つけるための方法などを今夜もバックヤードからお届けします。─[ SLOW&STEADY CLUB ]────SLOW&STEADYが展開するメンバーシップ「SLOW&STEADY CLUB」では、この番組の収録後記や、洋服のキホンや道具にまつわるコラムなど、普段の着こなしにすぐ役立つ内容を、コンスタントにお届けしています。月額550円、あなたのご入会をお待ちしてます！⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://note.com/slwanstdy/membership/join⁠─[ MAIL ]────────────この番組ではあなたの洋服に関するお悩みを、24時間募集しています！お便りを採用させていただいた方には番組特製ステッカーをプレゼントします。下記よりどしどしお送りください。※ご希望の方はお名前、郵便番号、ご住所、ご連絡先を明記しコメントください。⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/POST-BTC⁠─[ ABOUT ]───────────OKAZAKI｜⁠⁠https://slow-and-steady.com/⁠MAKO｜⁠⁠https://www.teuchisobamako.com/⁠(c) BACKYARD TO CLOSET / SLOW&STEADY

In this episode of Excess Returns, we talk with Carl Kaufman, Co-President and Co-CIO of Osterweis Capital Management, about navigating today's fixed income landscape. Carl breaks down the major segments of the bond market, explains how credit and interest rate cycles interact, discusses private credit risks, and shares how he builds durable, low-volatility bond portfolios. Drawing on more than two decades managing one of the top multi-sector income funds, Carl offers clear, practical insights for investors trying to understand yields, defaults, duration, and where returns are most attractive today.Main topics covered:• Overview of investment grade, high yield, leveraged loans, and private credit• How today's credit quality is shifting across the bond market• Why the high yield market may be higher quality than most investors realize• How levered loans and private credit have changed system dynamics• How Carl uses the interest rate cycle and credit cycle to position the portfolio• Why he avoids style boxes and instead buys bonds like a stock picker• The flaws in fixed income indexing and why active management matters more in bonds• How he evaluates companies, business models, leverage, and free cash flow• Why distributors and equipment rental companies are strong long-term bond businesses• The risks of the AI Capex boom and echoes of past bubbles• Where defaults are rising and why private credit concerns may not be systemic• Why his portfolio is short duration and how he uses cash as optionality• How he protects against large drawdowns and manages risk across cycles• His perspective on the Fed, inflation, employment data, and rate cuts• Carl's one investing belief most peers disagree with• The one lesson he would teach every investorTimestamps:00:00 Intro and bond market quality shift01:00 Carl's background and fund philosophy02:42 Defining investment grade, high yield, loans, and private credit08:00 Why high yield quality has improved10:07 The two-cycle approach: interest rates and credit14:31 How today's cycle differs18:03 Why forecasting matters less than knowing where you are18:52 Buying bonds like a stock picker25:28 Index flaws in fixed income26:56 Sectors Carl prefers29:16 Thoughts on AI Capex, Nvidia, and financing trends33:10 Sector concentration in bond portfolios34:51 Position sizing and portfolio construction35:43 Cracks in private credit and default data39:45 Private credit for retail investors40:34 Why Carl is short duration today44:57 Using cash and liquidity as a strategic tool45:44 Risk management and drawdowns47:29 The Fed, inflation, employment, and policy uncertainty53:53 Closing questions: belief peers disagree with54:45 One lesson for the average investor

Our 225th episode with a summary and discussion of last week's big AI news!Recorded on 11/16/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:New AI model releases include GPT-5.1 from OpenAI and Ernie 5.0 from Baidu, each with updated features and capabilities.Self-driving technology advancements from Baidu's Apollo Go and Pony AI's IPO highlight significant progress in the automotive sector.Startup funding updates include Incept taking $50M for diffusion models, while Cursor and Gamma secure significant valuations for coding and presentation tools respectively.AI-generated content is gaining traction with songs topping charts and new marketplaces for AI-generated voices, indicating evolving trends in synthetic media.Timestamps:(00:01:19) News PreviewTools & Apps(00:02:13) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options | The Verge(00:04:51) Baidu Unveils ERNIE 5.0 and a Series of AI Applications at Baidu World 2025, Ramps Up Global Push(00:07:00) ByteDance's Volcano Engine debuts coding agent at $1.3 promo price(00:08:04) Google will let users call stores, browse products, and check out using AI | The Verge(00:10:41) Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product | TechCrunch(00:13:30) OpenAI says it's fixed ChatGPT's em dash problem | TechCrunchApplications & Business(00:16:01) Anthropic announces $50 billion data center plan | TechCrunch(00:18:06) Baidu teases next-gen AI training, inference accelerators • The Register(00:20:50) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up(00:24:41) Amazon Demands Perplexity Stop AI Tool From Making Purchases - Bloomberg(00:27:32) AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says | TechCrunch(00:29:33) Inception raises $50 million to build diffusion models for code and text | TechCrunch(00:31:14) Coding assistant Cursor raises $2.3B 5 months after its previous round | TechCrunch(00:33:56) China's Baidu says it's running 250,000 robotaxi rides a week — same as Alphabet's Waymo(00:35:26) Driverless Tech Firm Pony AI Raises $863 Million in HK ListingProjects & Open Source(00:36:30) Moonshot's Kimi K2 Thinking emerges as leading open source AIResearch & Advancements(00:39:22) [2510.26787] Remote Labor Index: Measuring AI Automation of Remote Work(00:45:21) OpenAI Researchers Train Weight Sparse Transformers to Expose Interpretable Circuits - MarkTechPost(00:49:34) Kimi Linear: An Expressive, Efficient Attention Architecture(00:53:33) Watch Google DeepMind's new AI agent learn to play video games | The Verge(00:57:34) arXiv Changes Rules After Getting Spammed With AI-Generated 'Research' PapersPolicy & Safety(00:59:35) Stability AI largely wins UK court battle against Getty Images over copyright and trademark | AP News(01:01:48) Court rules that OpenAI violated German copyright law; orders it to pay damages | TechCrunch(01:03:48) Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy | TechCrunchSynthetic Media & Art(01:06:39) An AI-Generated Country Song Is Topping A Billboard Chart, And That Should Infuriate Us All | Whiskey Riff(01:10:59) Xania Monet is the first AI-powered artist to debut on a Billboard airplay chart, but she likely won't be the last | CNN(01:13:34) ElevenLabs' new AI marketplace lets brands use famous voices for ads | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.

Hubert chats to Index Braille in this podcast, as they talk about their devices, and Hubert also gets to try out their Braille graphics which are created using their own software. 

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering.

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.

$1 Patreon sale! Promo Code “DRAMA” (expires Nov 30, 2025): https://www.patreon.com/cw/illuminatiwatcherOn today's episode of the Occult Symbolism and Pop Culture with Isaac Weishaupt podcast we unpack a wild conspiracy theory about the possible identity of the founder of Bitcoin- Satoshi Nakamoto! It all started with an examination of Epstein File email 026360 which took me down a path of Gavin Andresen's REAL identity, occult Runes, death and rebirth rituals, Gavin's connections to Satoshi, the Bitcoin Foundation, Joi Ito, MIT's Media Lab and following the money straight to Epstein himself! It's a wild ride so get ready!Links:$1 Patreon sale! Promo Code “DRAMA” (expires Nov 30, 2025): https://www.patreon.com/cw/illuminatiwatcherIs Bitcoin an Illuminati Ruse?… Cryptocurrency Conspiracy Theories on CTAUC Podcasthttps://www.illuminatiwatcher.com/bitcoin-illuminati-ruse-cryptocurrency-conspiracy-theories-ctauc-podcastI'm back on YouTube! https://www.youtube.com/@occultsymbolism (*Supporter feeds Tier 2 members get videos with early access, no ads)Show sponsors- Get discounts while you support the show and do a little self improvement!*CopyMyCrypto.com/Isaac is where you can copy James McMahon's crypto holdings- listeners get access for just $1 WANT MORE?... Check out my UNCENSORED show with my wife, Breaking Social Norms: https://breakingsocialnorms.com/GRIFTER ALLEY- get bonus content AND go commercial free + other perks:*PATREON.com/IlluminatiWatcher : ad free, HUNDREDS of bonus shows, early access AND TWO OF MY BOOKS! (The Dark Path and Kubrick's Code); you can join the conversations with hundreds of other show supporters here: Patreon.com/IlluminatiWatcher (*Patreon is also NOW enabled to connect with Spotify! https://rb.gy/hcq13)*VIP SECTION: Due to the threat of censorship, I set up a Patreon-type system through MY OWN website! IIt's even setup the same: FREE ebooks, Kubrick's Code video! Sign up at: https://illuminatiwatcher.com/members-section/*APPLE PREMIUM: If you're on the Apple Podcasts app- just click the Premium button and you're in! NO more ads, Early Access, EVERY BONUS EPISODE More from Isaac- links and special offers:*BREAKING SOCIAL NORMS podcast, Index of EVERY episode (back to 2014), Signed paperbacks, shirts, & other merch, Substack, YouTube links, appearances & more: https://allmylinks.com/isaacw *STATEMENT: This show is full of Isaac's useless opinions and presented for entertainment purposes. Audio clips used in Fair Use and taken from YouTube videos. 

Het hoge woord is eruit, de cijfers waar iedereen op zat te wachten zijn er. Nvidia heeft een sport gemaakt van het overtreffen van verwachtingen. Omzet en winst zijn hoger dan beleggers en analisten hadden kunnen dromen. En ook de toekomst ziet er volgens Nvidia nog beter uit dat gedacht. Ter vergelijking: ze beweren dat de verkopen tien keer zo hoog gaan zijn als drie jaar geleden. Topman Jensen Huang maakt ook van de situatie gebruik om zich uit te laten over een AI-bubbel. Die ziet hij in ieder geval niet. Hij heeft inzicht in de aankomende groei van alle bedrijven die geld gaan verdienen aan kunstmatige intelligentie. En met hun groei zit het volgens Huang meer dan snor. Maar is Huang wel de juiste persoon om te beoordelen wat een bubbel is en wat niet? Dat hoor je in deze aflevering. We gaan dus uitgebreid in op de cijfers van Nvidia, en we vertellen je ook nog een spannend verhaal over ASML. Voormalig topman Peter Wennink zou hebben voorgesteld informatie van Chinese bedrijven door te spelen aan de Amerikanen, om zo geen exportrestricties op z'n dak te krijgen. En de chipmachinemaker zou een afspraak met de VS hebben geschonden over die exportrestricties.See omnystudio.com/listener for privacy information.

In this can't-miss episode of The Food Professor Podcast, Michael LeBlanc and Sylvain Charlebois return with Part Two of their exclusive, final official interview with Michael Medline, former President & CEO of Empire/Sobeys. Medline offers unusually candid reflections on leadership, culture, vendor relationships, and the evolution of one of Canada's largest food retailers.The conversation opens with a deep dive into vendor relations and the Canadian Grocery Code of Conduct. Medline explains his early shock at the combative nature of vendor–retailer dynamics and details his personal commitment to transforming the ecosystem into one built on fairness, respect, and partnership. He reflects on how mentorship from industry leaders like Michael Graydon and collaboration with executives such as Mark Taylor helped advance the Code from concept to reality — ultimately becoming one of the proudest achievements of his tenure.Medline also shares rare behind-the-scenes reflections on working with the Sobey family, leading through disruption, and preparing the company for the next era of food retail. From AI-driven transformation to the duty of stewarding an organization with 129,000 teammates, he speaks openly about responsibility, succession, and what comes next in his career. His insights offer a masterclass in modern leadership during one of the most transformative decades in grocery retail.The episode also features a rich and timely news segment. Michael and Sylvain break down Health Canada's pause on cloned beef and swine approvals, a fast-moving story with major implications for transparency, labeling, science communication, and cross-border food integration. They examine why Canada's decision diverges from the U.S., where cloned-animal offspring have been permitted for nearly two decades — often without consumer awareness.The hosts then analyze the newest edition of the Canadian Food Sentiment Index, highlighting renewed concerns about food inflation, declining trust in grocers, shifting loyalty behaviours, and the end of Canada's “couponing era.” They explore evolving consumer habits, smarter comparison shopping, and the influence of younger digital-first generations.Other key topics include:• The Lancet's callout of ultra-processed foods — and why Sylvain believes the academic narrative is oversimplified.• The rapid rise of GLP-1 drugs and their early impact on grocery and foodservice behaviour.• Nutrien's reported decision to build a major potash terminal in Washington State rather than Canada.• The tangled story behind beef prices and the federal policies that may be limiting supply.• A big win for Canadian agriculture as GoodLeaf Farms raises $52 million to expand capacity and boost controlled-environment production. Go Here for the The Canadian Food Sentiment Index, Volume 2, no. 1  The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Het hoge woord is eruit, de cijfers waar iedereen op zat te wachten zijn er. Nvidia heeft een sport gemaakt van het overtreffen van verwachtingen. Omzet en winst zijn hoger dan beleggers en analisten hadden kunnen dromen. En ook de toekomst ziet er volgens Nvidia nog beter uit dat gedacht. Ter vergelijking: ze beweren dat de verkopen tien keer zo hoog gaan zijn als drie jaar geleden. Topman Jensen Huang maakt ook van de situatie gebruik om zich uit te laten over een AI-bubbel. Die ziet hij in ieder geval niet. Hij heeft inzicht in de aankomende groei van alle bedrijven die geld gaan verdienen aan kunstmatige intelligentie. En met hun groei zit het volgens Huang meer dan snor. Maar is Huang wel de juiste persoon om te beoordelen wat een bubbel is en wat niet? Dat hoor je in deze aflevering. We gaan dus uitgebreid in op de cijfers van Nvidia, en we vertellen je ook nog een spannend verhaal over ASML. Voormalig topman Peter Wennink zou hebben voorgesteld informatie van Chinese bedrijven door te spelen aan de Amerikanen, om zo geen exportrestricties op z'n dak te krijgen. En de chipmachinemaker zou een afspraak met de VS hebben geschonden over die exportrestricties.See omnystudio.com/listener for privacy information.

In this episode of "What's the Risk?" we take a look at the historic performance of the FTSE All-World Ex US Index. Some people would know the ETFs that seeks to track the performance of this index as Vanguard's VEU in both Australia and the US. Since it's inception in 2000, this index has struggled over he long term. It almost began with the dotcom bubble bursting, then later in the 2000's saw the global financial crisis, which lingered for a long time in Europe. While its performance has improved, it was then shaded by the strong recovery in US stocks over the past 15 years which has left some investors questioning why invest outside of the US?In more recent times people have started to question whether the US is the place to be due to several notable reasons, but as we point out, it's best not to over or under allocate based on what you think might happen because you could easily be wrong footed and miss out on returns when they arrive or see a period of underperformance in the areas you over allocate to.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ https://www.mfg.com.au Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.

On Exit Philosophy, Griff and Mal welcome former Blue Jays manager John Gibbons for his  view on the just-completed World Series, his new gig as bench coach with the Angels, and more. The former skipper, who took his Jays to consecutive ALCS in 2015-16, explains the similarities of his first playoff team that lost to the Royals and the difficulties of repeating the next year. He explains the phenomenon of playing for an entire country and hosting Jays fans compared to others around baseball. He describes his favourite memories from Winter Tours, including driving tanks in Edmonton with his head sticking out the turret and the icicles that formed. Gibby shares his thoughts on clubhouse chemistry, winning, and how talent is the overriding factor. He talks about his first stint as Jays manager in New York when he was appointed while eating a post-game sandwich, his famous dustup with Ted Lilly, and his clubhouse clash with Shea Hillenbrand. He talks about his relationship with the late Davey Johnson. It's all vintage Gibby.     Index: 0:00 – Intro 0:35 – John Gibbons Joins the Show! 1:30 – How Has Gibby Been? 5:40 – Going from Manager to Bench Coach 7:25 – Relationship with Perry Minasian 11:25 – Transitioning from Player to Coaching 16:45 – Managerial Surprises 21:14 – Winning with Good Chemistry 24:00 – Ted Lily 26:00- Changes from 2015 to 2016 with the Blue Jays 29:05 – Young players on 2015 Club 31:10 – The Blue Jays Terrific Fan Base 36:40 – Blue Jays Fans in Seattle 39:00 – Clubhouse Meetings 44:22 – Boston Red Sox Attitude 45:32 – Shea Hillenbrand 47:09 – Thoughts on Starters Innings + Scherzer's Intensity 56:01 – Hitters Strike Zone Awareness and Umpires 58:50 – Thoughts on ABS Challenges 1:00:52 – Mapping out Relief Pitchers + Game Strategy 1:03:50 – Gibby's Hall of Fame Ballot Thoughts 1:10:25 – Remembering Davey Johnson ---- Get the video version of "Exit Philosophy" and "Conversations with Griff" on YouTube: https://www.youtube.com/@ExitPhilosophy ---- For the full catalogue of Richard Griffin's work, including weekly Blue Jays/MLB columns, a weekly MLB Power Rankings column, exclusive conversations with some of the game's greats, past and present, and the Exit Philosophy podcast, visit https://www.griffsthepitch.com/

「観光は「再生「のためにある。国際指標・GDS-Indexが示す「共創する旅」のかたち」　単に人を呼び込むだけではなく、地域や自然、住民がともに再生していく観光の形が求められています。国際指標「GDS-Index」を運営するGDS-Movementのガイ・ビッグウッドさんが語る、「信頼される観光地」の未来とは。再生型デスティネーションの考え方から、地域づくりの新しいヒントをお届けします。The post 観光は「再生「のためにある。国際指標・GDS-Indexが示す「共創する旅」のかたち first appeared on IDEAS FOR GOOD.

$1 Patreon sale "DRAMA": https://www.patreon.com/cw/illuminatiwatcherOn today's episode of the Occult Symbolism and Pop Culture with Isaac Weishaupt podcast we're tracing ‘6–7' from a Philly drill rapper named Skrilla, through Santería rituals, blood sacrifice, and an Orisha trickster god of the crossroads, all the way to Crowley, 777, John Dee's 007, and the number 13 as a symbol of breaking God's order. Is ‘6–7' just dumb brain-rot slang, or a chaos sigil the culture is unconsciously manifesting? $1 Patreon sale! Promo Code “DRAMA” (expires Nov 30, 2025): https://www.patreon.com/cw/illuminatiwatcherLinks:I'm back on YouTube! https://www.youtube.com/@occultsymbolism (*Supporter feeds Tier 2 members get videos with early access, no ads)Beyonces Black is King: Crowleys Queen Bee of Thelema 777 the Goddess Worship and Alien Gods through Disney!https://www.illuminatiwatcher.com/beyonces-black-is-king-crowleys-queen-bee-of-thelema-777-the-goddess-worship-and-alien-gods-through-disneyShow sponsors- Get discounts while you support the show and do a little self improvement!*CopyMyCrypto.com/Isaac is where you can copy James McMahon's crypto holdings- listeners get access for just $1 WANT MORE?... Check out my UNCENSORED show with my wife, Breaking Social Norms: https://breakingsocialnorms.com/GRIFTER ALLEY- get bonus content AND go commercial free + other perks:*PATREON.com/IlluminatiWatcher : ad free, HUNDREDS of bonus shows, early access AND TWO OF MY BOOKS! (The Dark Path and Kubrick's Code); you can join the conversations with hundreds of other show supporters here: Patreon.com/IlluminatiWatcher (*Patreon is also NOW enabled to connect with Spotify! https://rb.gy/hcq13)*VIP SECTION: Due to the threat of censorship, I set up a Patreon-type system through MY OWN website! IIt's even setup the same: FREE ebooks, Kubrick's Code video! Sign up at: https://illuminatiwatcher.com/members-section/*APPLE PREMIUM: If you're on the Apple Podcasts app- just click the Premium button and you're in! NO more ads, Early Access, EVERY BONUS EPISODE More from Isaac- links and special offers:*BREAKING SOCIAL NORMS podcast, Index of EVERY episode (back to 2014), Signed paperbacks, shirts, & other merch, Substack, YouTube links, appearances & more: https://allmylinks.com/isaacw *STATEMENT: This show is full of Isaac's useless opinions and presented for entertainment purposes. Audio clips used in Fair Use and taken from YouTube videos. 

Follow Us on Substack:https://excessreturnspod.substack.com/In this episode, we sit down with Rob Arnott for a wide-ranging discussion on bubbles, valuations, AI spending, market history, index construction, and long-term return expectations. Rob explains how to think about bubbles in real time, why today's market echoes the late 1990s, and what investors can practically do to improve future returns. He also digs into Research Affiliates' latest work on fundamental indexing, growth investing, and the opportunities in international and emerging markets.Topics covered:• How Rob defines a bubble and why narrative drives market pricing• Lessons from the dot-com era that apply to today's AI-driven market• Why disruptors eventually get disrupted• Practical portfolio steps for investors concerned about concentration• Why value stocks remain historically cheap• CapEx vs R and D and what history says about future returns• The role of AI spending and why many companies struggle to monetize it• How AI may reshape industries and who the real long-term winners could be• Index construction flaws and how RA's RAFI and RACWI approaches differ• A new way to build growth indexes using actual business growth• Why expensive companies with slow growth are the worst quadrant to own• Insights on emerging markets, international value, and forward return expectations• How Rob invests personally and what he sees as the best long-term opportunitiesTimestamps:00:00 Defining bubbles and why narrative matters02:00 Are we in a bubble today06:20 Lessons from the dot-com boom12:00 What investors can practically do now14:00 Value, RAFI, and rebalancing alpha17:00 AI CapEx and its historical parallels20:30 Who benefits most from AI23:00 Disruption, technology cycles, and productivity35:00 Reinventing index construction40:00 A new way to define and weight growth stocks43:30 The problem with expensive slow-growth companies46:00 Magnificent Seven through the growth lens52:00 Rob's outlook on emerging markets55:00 Why the US is priced for perfection57:00 Averaging out and trimming expensive winners58:00 New research and future product ideas from RA59:00 Rob's personal portfolio approach and long-short ideas01:00:20 Closing thoughts and outlook

In this special recap from The Digital Distillery Amsterdam edition, host Nadia Koski brings together insights from three industry leaders: Clemmentijn Treinen, Country Director, Microsoft Advertising NL; Katja Henneveld, Country Manager NL/BE/FR, Adform; Saskia Wagenmakers, CEO, IPG Mediabrands NL.From the event discussions, Clemmentijn explains her view on how AI can foster hyper-personalization and the importance of transparency. Katja challenges the industry to rethink its dependency on Big Tech while considering the strength of European-owned media and ad tech alternatives. And finally, Saskia emphasizes that today's media landscape rewards relevance over reach, and leaders must champion inclusivity and purposeful communication to stay ahead.Each conversation offers a unique lens on leadership, innovation, gender diversity, and the evolving advertising landscape. Together, they deliver one powerful message: the future belongs to leaders who are authentic, connected, and unafraid to drive change.In this episode, you'll learn:Why authenticity is becoming a key leadership advantage, especially in the age of AIHow Europe can strengthen its position by reducing dependency on Big TechHow clear communication and self-advocacy can transform careers and team cultureA must-listen for anyone shaping the future of advertising, tech, and leadership.LINKS & RECSConnect with Clemmentijn on LinkedInConnect with Katja on LinkedInConnect with Saskia on LinkedInThe ROX Institute for Research and Training, a nonprofit focused on research and programming that studies girls' unique experiences and captures the opinions, behaviors, and aspirations of thousands of U.S. girls, released its 2023 ROX Research Study, which uncovered many areas of adolescent girls' well-being. Takeaways:57% of girls don't think they are smart enough for their dream career.The more time girls spend using social media, the less likely they are to describe themselves as confident.1 in 2 girls are afraid to be leaders because they don't want others to think they are “bossy”.Girls' confidence declines substantially between 5th and 9th grade, with a slight rebound in high school. Since the publication of the 2017 Girls' Index, girls' confidence is lower for every age up to 12th grade, where it is unchanged.“The Confidence Code for Girls” by Katty Kay and Claire Shipman, notes a rapid confidence decline between the ages of 8 and 12, leading to self-doubt that can affect long-term goals.Read this A Mighty Girl blog post with an interview with the authors, Katty Kay and Claire ShipmanProduced and Hosted by Nadia KoskiEngineered by Phil McDowell / YUNEGet in touch with us ontact the show at womenleadpodcast@the-digital-distillery.com or go to the website.Find us on LinkedIn & Instagram.

Het is officieel: ASML is het beurslievelingetje van Nederland geworden. Het stoot Shell van de troon als meest populaire aandeel in de beleggingsportefeuille. Onder de leus 'never sell Shell' maakte de oliereus in de afgelopen 25 jaar een koersstijging van precies nul procent door. Dus gaat het er bij ASML dan anders uitzien? Dat hoor je in deze aflevering. Dan hoor je ook of die portefeuille verder een beetje op orde is. En of Nederland Spaarland ook het archief in kan. Want voor het eerst hebben Nederlanders meer dan 200 miljard euro in hun beleggingen zitten. Verder hebben we het over Warner Bros Discovery. Dat gooit het verkoopbord wel heel duidelijk in de voortuin nu. Concurrent Paramount Skydance heeft al verschillende keren een bod gedaan op Warner Bros, maar liep telkens tegen een afwijzing aan. En nu laat Warner Bros weten dat ze een krabbel zetten als er een bod van meer dan 74 miljard dollar komt. Je hoort ook nog hoe de rijksten ter wereld nog meer geld weten te slaan uit hun goudstaven. En hoe Amazon met een ouderwetse truc probeert de markt van zelfrijdende taxi's te veroveren.See omnystudio.com/listener for privacy information.

This week, we revisit our conversation with Asha Shivaji, the CEO of SeeMe Index, a platform that uses AI to score brands' purposes, ads and products on identity and inclusivity. SeeMe Index's COO and cofounder, Jason Klein, recently spoke at Haymarket's AI Deciphered panel on AI, ethics and marketing. Shivaji shares her journey from digital marketing to founding a company focused on inclusive marketing. She discusses the importance of measuring inclusivity in brands, the role of AI in uncovering insights and the evolving conversations around diversity in the beauty industry, an observation she noted during her time working in the beauty space. Shivaji reflects on the lessons learned throughout her entrepreneurial journey, all the way from taking the leap to what she wished she knew when she first began her career.  AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! campaignlive.com What we know about advertising, you should know about advertising. Start your 1-month FREE trial to Campaign US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Co-hosts Ryan Piansky, a graduate student and patient advocate living with eosinophilic esophagitis (EoE) and eosinophilic asthma, and Holly Knotowicz, a speech-language pathologist living with EoE who serves on APFED's Health Sciences Advisory Council, interview Evan S. Dellon, MD, and Elizabeth T. Jensen, PhD, about a paper they published on predictors of patients receiving no medication for treatment of eosinophilic esophagitis. Disclaimer: The information provided in this podcast is designed to support, not replace, the relationship between listeners and their healthcare providers. Opinions, information, and recommendations shared in this podcast are not a substitute for medical advice. Decisions related to medical care should be made with your healthcare provider. Opinions and views of guests and co-hosts are their own.   Key Takeaways: [:52] Co-host Ryan Piansky introduces the episode, brought to you thanks to the support of Education Partners GSK, Sanofi, Regeneron, and Takeda. Ryan introduces co-host Holly Knotowicz.   [1:14] Holly introduces today's topic, predictors of not using medication for EoE, and today's guests, Dr. Evan Dellon and Dr. Elizabeth Jensen.   [1:29] Dr. Dellon is an Adjunct Professor of Epidemiology at the University of North Carolina School of Medicine in Chapel Hill. He is also the Director of the UNC Center for Esophageal Diseases and Swallowing.   [1:42] Dr. Dellon's main research interest is in the epidemiology, pathogenesis, diagnosis, treatment, and outcomes of eosinophilic esophagitis (EoE) and eosinophilic GI diseases (EGIDs).   [1:55] Dr. Jensen is a Professor of Epidemiology with a specific expertise in reproductive, perinatal, and pediatric epidemiology. She has appointments at both Wake Forest University School of Medicine and the University of North Carolina at Chapel Hill.   [2:07] Her research primarily focuses on etiologic factors in the development of pediatric immune-mediated chronic diseases, including understanding factors contributing to disparities in health outcomes.   [2:19] Both Dr. Dellon and Dr. Jensen also serve on the Steering Committee for EGID Partners Registry.   [2:24] Ryan thanks Dr. Dellon and Dr. Jensen for joining the podcast today.   [2:29] Dr. Dellon was the first guest on this podcast. It is wonderful to have him back for the 50th episode! Dr. Dellon is one of Ryan's GI specialists. Ryan recently went to North Carolina to get a scope with him.   [3:03] Dr. Dellon is an adult gastroenterologist at the University of North Carolina at Chapel Hill. He directs the Center for Esophageal Diseases and Swallowing. Clinically and research-wise, he is focused on EoE and other eosinophilic GI diseases.   [3:19] His research interests span the entire field, from epidemiology, diagnosis, biomarkers, risk factors, outcomes, and a lot of work, more recently, on treatments.   [3:33] Dr. Jensen has been on the podcast before, on Episode 27. Holly invites Dr. Jensen to tell the listeners more about herself and her work with eosinophilic diseases.   [3:46] Dr. Jensen has been working on eosinophilic gastrointestinal diseases for about 15 years. She started some of the early work around understanding possible risk factors for the development of disease.   [4:04] She has gone on to support lots of other research projects, including some with Dr. Dellon, where they're looking at gene-environment interactions in relation to developing EoE.   [4:15] She is also looking at reproductive factors as they relate to EoE, disparities in diagnosis, and more. It's been an exciting research trajectory, starting with what we knew very little about and building to an increasing understanding of why EoE develops.   [5:00] Dr. Dellon explains that EoE stands for eosinophilic esophagitis, a chronic allergic condition of the esophagus.   [5:08] You can think of EoE as asthma of the esophagus or eczema of the esophagus, although in general, people don't grow out of EoE, like they might grow out of eczema or asthma. When people have EoE, it is a long-term condition.   [5:24] Eosinophils are a type of white blood cell, specializing in allergy responses. Normally, they are not in the esophagus. When we see them there, we worry about an allergic process. When that happens, that's EoE.   [5:40] Over time, the inflammation seen in EoE and other allergic cell activity causes swelling and irritation in the esophagus. Early on, this often leads to a range of upper GI symptoms — including poor growth or failure to thrive in young children, abdominal pain, nausea, and symptoms that can mimic reflux.   [5:58] In older kids, symptoms are more about trouble swallowing. That's because the swelling that happens initially, over time, may turn into scar tissue. So the esophagus can narrow and cause swallowing symptoms like food impaction.   [6:16] Ryan speaks of living with EoE for decades and trying the full range of treatment options: food elimination, PPIs, steroids, and, more recently, biologics.   [6:36] Dr. Dellon says Ryan's history is a good overview of how EoE is treated. There are two general approaches to treating the underlying condition: using medicines and/or eliminating foods that we think may trigger EoE from the diet.   [6:57] For a lot of people, EoE is a food-triggered allergic condition.   [7:01] The other thing that has to happen in parallel is surveying for scar tissue in the esophagus. If that's present and people have trouble swallowing, sometimes stretching the esophagus is needed through esophageal dilation.   [7:14] There are three categories of medicines used for treatment. Proton pump inhibitors are reflux meds, but they also have an anti-allergy effect in the esophagus.   [7:29] Topical steroids are used to coat the esophagus and produce an anti-inflammatory effect. The FDA has approved a budesonide oral suspension for that.   [7:39] Biologics, which are generally systemic medications, often injectable, can target different allergic factors. Dupilumab is approved now, and there are other biologics that are being researched as potential treatments.   [7:51] Even though EoE is considered an allergic condition, we don't have a test to tell people what they are allergic to. If it's a food allergy, we do an empiric elimination diet because allergy tests aren't accurate enough to tell us what the EoE triggers are.   [8:10] People will eliminate foods that we know are the most common triggers, like milk protein, dairy, wheat, egg, soy, and other top allergens. You can create a diet like that and then have a response to the diet elimination.   [8:31] Dr. Jensen and Dr. Dellon recently published an abstract in the American Journal of Gastroenterology about people with EoE who are not taking any medicine for it. Dr. Jensen calls it a real-world data study, leveraging electronic health record patient data.   [8:51] It gives you an impression of what is actually happening, in terms of treatments for patients, as opposed to a randomized control trial, which is a fairly selected patient population. This is everybody who has been diagnosed, and then what happens with them.   [9:10] Because of that, it gives you a wide spectrum of patients. Some patients are going to be relatively asymptomatic. It may be that we arrived at their diagnosis while working them up for other potential diagnoses.   [9:28] Other patients are going to have rather significant impacts from the disease. We wanted to get an idea of what is actually happening out there with the full breadth of the patient population that is getting diagnosed with EoE.   [9:45] Dr. Jensen was not surprised to learn that there are patients who had no pharmacologic treatment.   [9:58] Some patients are relatively asymptomatic, and others are not interested in pursuing medications initially or are early in their disease process and still exploring dietary treatment options.   [10:28] Holly sees patients from infancy to geriatrics, and if they're not having symptoms, they wonder why bother treating it.   [10:42] Dr. Jensen says it's a point of debate on the implications of somebody who has the disease and goes untreated. What does that look like long-term? Are they going to develop more of that fibrostenotic pattern in their esophagus without treatment?   [11:07] This is a question we're still trying to answer. There is some suggestion that for some patients who don't manage their disease, we very well may be looking at a food impaction in the future.   [11:19] Dr. Dellon says we know overall for the population of EoE patients, but it's hard to know for a specific patient. We have a bunch of studies now that look at how long people have symptoms before they're diagnosed. There's a wide range.   [11:39] Some people get symptoms and get diagnosed right away. Others might have symptoms for 20 or 30 years that they ignore, or don't have access to healthcare, or the diagnosis is missed.   [11:51] What we see consistently is that people who may be diagnosed within a year or two may only have a 10 or 20% chance of having that stricture and scar tissue in the esophagus, whereas people who go 20 years, it might be 80% or more.   [12:06] It's not everybody who has EoE who might end up with that scar tissue, but certainly, it's suggested that it's a large majority.   [12:16] That's before diagnosis. We have data that shows that after diagnosis, if people go a long time without treatment or without being seen in care, they also have an increasing rate of developing strictures.    [12:29] In general, the idea is yes, you should treat EoE, because on average, people are going to develop scar tissue and more symptoms. For the patient in front of you with EoE but no symptoms, what are the chances it's going to get worse? You don't know.   [13:04] There are two caveats with that. The first is what we mean by symptoms. Kids may have vomiting and growth problems. Adults can eat carefully, avoiding foods that hang up in the esophagus, like breads and overcooked meats, sticky rice, and other foods.   [13:24] Adults can eat slowly, drink a lot of liquid, and not perceive they have symptoms. When someone tells Dr. Dellon they don't have symptoms, he will quiz them about that. He'll even ask about swallowing pills.    [13:40] Often, you can pick up symptoms that maybe the person didn't even realize they were having. In that case, that can give you some impetus to treat.   [13:48] If there really are no symptoms, Dr. Dellon thinks we're at a point where we don't really know what to do.   [13:54] Dr. Dellon just saw a patient who had a lot of eosinophils in their small bowel with absolutely no GI symptoms. He said, "I can't diagnose you with eosinophilic enteritis, but you may develop symptoms." People like that, he will monitor in the clinic.   [14:14] Dr. Dellon will discuss it with them each time they come back for a clinic visit.   [14:19] Holly is a speech pathologist, but also sees people for feeding and swallowing. The local gastroenterologist refers patients who choose not to treat their EoE to her. Holly teaches them things they should be looking out for.   [14:39] If your pills get stuck or if you're downing 18 ounces during a mealtime, maybe it's time to treat it. People don't see these coping mechanisms they use that are impacting their quality of life. They've normalized it.   [15:30] Dr. Dellon says, of these people who aren't treated, there's probably a subset who appropriately are being observed and don't have a medicine treatment or are on a diet elimination.   [15:43] There's also probably a subset who are inappropriately not on treatment. It especially can happen with students who were under good control with their pediatric provider, but moved away to college and didn't transfer to adult care.   [16:08] They ultimately come back with a lot of symptoms that have progressed over six to eight years.   [16:18] Ryan meets newly diagnosed adult patients at APFED's conferences, who say they have no symptoms, but chicken gets caught in their throat. They got diagnosed when they went to the ER with a food impaction.   [16:38] Ryan says you have to wonder at what point that starts to get reflected in patient charts. Are those cases documented where someone is untreated and now has EoE?   [16:49] Ryan asks in the study, "What is the target EGID Cohort and why was it selected to study EoE? What sort of patients were captured as part of that data set?"   [16:58] Dr. Jensen said they identified patients with the ICD-10 code for a diagnosis of EoE. Then they looked to see if there was evidence of symptoms or complications in relation to EoE. This was hard; some of these are relatively non-specific symptoms.   [17:23] These patients may have been seeking care and may have been experiencing some symptoms that may or may not have made it into the chart. That's one of the challenges with real-world data analyses.   [17:38] Dr. Jensen says they are using data that was collected for documenting clinical care and for billing for clinical care, not for research, so it comes with some caveats when doing research with this data.   [18:08] Research using electronic health records gives a real-world perspective on patients who are seeking care or have a diagnosis of EoE, as opposed to a study trying to enroll a patient population that potentially isn't representative of the breadth of individuals living with EoE.   [18:39] Dr. Dellon says another advantage of real-world data is the number of patients. The largest randomized controlled trials in EoE might have 400 patients, and they are incredibly expensive to do.   [18:52] A study of electronic health records (EHR) is reporting on the analysis of just under 1,000. The cohort, combined from three different centers, has more than 1,400 people, a more representative, larger population.    [19:16] Dr. Dellon says when you read the results, understand the limitations and strengths of a study of health records, to help contextualize the information.   [19:41] Dr. Dellon says it's always easier to recognize the typical presentations. Materials about EoE and studies he has done that led to medicine approvals have focused on trouble swallowing. That can be relatively easily measured.   [20:01] Patients often come to receive care with a food impaction, which can be impactful on life, and somewhat public, if in a restaurant or at work. Typical symptoms are also the ones that get you diagnosed and may be easier to treat.   [20:26] Dr. Dellon wonders if maybe people don't treat some of the atypical symptoms because it's not appreciated that they can be related to EoE.   [20:42] Holly was diagnosed as an adult. Ryan was diagnosed as a toddler. Holly asks what are some of the challenges people face in getting an EoE diagnosis.   [20:56] Dr. Jensen says symptoms can sometimes be fairly non-specific. There's some ongoing work by the CEGIR Consortium trying to understand what happens when patients come into the emergency department with a food bolus impaction.   [21:28] Dr. Jensen explains that we see there's quite a bit of variation in how that gets managed, and if they get a biopsy. You have to have a biopsy of the esophagus to get a diagnosis of EoE.   [21:45] If you think about the steps that need to happen to get a diagnosis of EoE, that can present barriers for some groups to ultimately get that diagnosis.   [21:56] There's also been some literature around a potential assumption about which patients are more likely to be at risk. Some of that is still ongoing. We know that EoE occurs more commonly in males in roughly a two-to-one ratio. Not exclusively in males, obviously, but a little more often in males.   [22:20] We don't know anything about other groups of patients that may be at higher risk. That's ongoing work that we're still trying to understand. That in itself can also be a barrier when there are assumptions about who is or isn't likely to have EoE.   [23:02] Dr. Dellon says that in adolescents and adults, the typical symptoms are trouble swallowing and food sticking, which have many causes besides EoE, some of which are more common.   [23:18] In that population, heartburn is common. Patients may report terrible reflux that, on questioning, sounds more like trouble swallowing than GERD. Sometimes, with EoE, you may have reflux that doesn't improve. Is it EoE, reflux, or both?   [24:05] Some people will have chest discomfort. There are some reports of worsening symptoms with exercise, which brings up cardiac questions that have to be ruled out first.   [24:19] Dr. Dellon mentions some more atypical symptoms. An adult having pain in the upper abdomen could have EoE. In children, the symptoms could be anything in the GI tract. Some women might have atypical symptoms with less trouble swallowing.   [24:58] Some racial minorities may have those kinds of symptoms, as well. If you're not thinking of the condition, it's hard to make the diagnosis.   [25:08] Dr. Jensen notes that there are different cultural norms around expressing symptoms and dietary patterns, which may make it difficult to parse out a diagnosis.   [25:27] Ryan cites a past episode where access to a GI specialist played a role in diagnosing patients with EoE. Do white males have more EoE, or are their concerns just listened to more seriously?   [25:57] Ryan's parents were told when he was two that he was throwing up for attention. He believes that these days, he'd have a much easier time convincing a doctor to listen to him. From speaking to physicians, Ryan believes access is a wide issue in the field.   [26:23] Dr. Dellon tells of working with researchers at Mayo in Arizona and the Children's Hospital of Phoenix. They have a large population of Hispanic children with EoE, much larger than has been reported elsewhere. They're working on characterizing that.   [26:49] Dr. Dellon describes an experience with a visiting trainee from Mexico City, where there was not a lot of EoE reported. The trainee went back and looked at the biopsies there, and it turned out they were not performing biopsies on patients with dysphagia in Mexico City.   [27:13] When he looked at the patients who ended up getting biopsies, they found EoE in 10% of patients. That's similar to what's reported out of centers in the developed world. As people are thinking about it more, we will see more detection of it.   [27:30] Dr. Dellon believes those kinds of papers will be out in the next couple of months, to a year.   [27:36] Holly has had licensure in Arizona for about 11 years. She has had nine referrals recently of children with EoE from Arizona. Normally, it's been one or two that she met at a conference.   [28:00] Ryan asks about the research on patients not having their EoE treated pharmacologically. Some treat it with food avoidance and dietary therapy. Ryan notes that he can't have applesauce, as it is a trigger for his EoE.   [28:54] Dr. Jensen says that's one of the challenges in using the EHR data. That kind of information is only available to the researchers through free text. That's a limitation of the study, assessing the use of dietary elimination approaches.   [29:11] Holly says some of her patients have things listed as allergies that are food sensitivities. Ryan says it's helpful for the patients to have their food sensitivities listed along with their food allergies, but it makes records more difficult to parse for research.   [30:14] Dr. Dellon says they identify EoE by billing code, but the codes are not always used accurately. Natural Language Processing can train a computer system to find important phrases. Their collaborators working on the real-world data are using it.   [30:59] Dr. Dellon hopes that this will be a future direction for this research to find anything in the text related to diet elimination.   [31:32] Dr. Jensen says that older patients were less likely to seek medication therapy. She says it's probably for a couple of reasons. First, older patients may have been living with the disease for a long time and have had compensatory mechanisms in place.   [32:03] The other reason may be senescence or burnout of the disease, long-term. Patients may be less symptomatic as they get older. That's a question that remains to be answered for EoE. It has been seen in some other disease processes.   [32:32] Dr. Dellon says there's not much data specifically looking at EoE in the older population. Dr. Dellon did work years ago with another doctor, and they found that older patients had a better response to some treatments, particularly topical steroids.   [32:54] It wasn't clear whether it was a milder aspect of the disease, easier to treat, or because they were older and more responsible, taking their medicines as prescribed, and having a better response rate. It's the flip side of work in the pediatric population.   [33:16] There is an increasingly aging population with EoE. Young EoE patients will someday be over 65. Dr. Dellon hopes there will be a cure by that point, but it's an expanding population now.   [33:38] Dr. Jensen says only a few sites are contributing data, so they hope to add additional sites to the study. For some of the less common outcomes, they need a pretty large patient sample to ask some of those kinds of questions.   [33:55] They will continue to follow up on some of the work that this abstract touched on and try to understand some of these issues more deeply.   [34:06] Dr. Dellon mentions other work within the cohort. Using Natural Language Processing, they are looking at characterizing endoscopy information and reporting it without a manual review of reports and codes. You can't get that from billing data.   [34:29] Similarly, they are trying to classify patient severity by the Index of Severity with EoE, and layer that on looking at treatments and outcomes based on disease severity. Those are a couple of other directions where this cohort is going.   [34:43] Holly mentions that this is one of many research projects Dr. Jensen and Dr. Dellon have collaborated on together. They also collaborate through EGID Partners. Holly asks them to share a little bit about that.   [34:53] Dr. Jensen says EGID Partners is an online registry where individuals, caregivers, and parents of children affected with EGIDs can join.   [35:07] EGID Partners also needs people who don't live with an EGID to join, as controls. That gives the ability to compare those who are experiencing an EGID relative to those who aren't.   [35:22] When you join EGID Partners, they provide you with a set of questionnaires to complete. Periodically, they push out a few more questionnaires.   [35:33] EGID Partners has provided some really great information about patient experience and answered questions that patients want to know about, like joint pain and symptoms outside the GI tract.   [36:04] To date, there are close to 900 participants in the registry from all over the world. As it continues to grow, it will give the ability to look at the patient experience in different geographical areas.   [36:26] Dr. Dellon says we try to have it be interactive, because it is a collaboration with patients. The Steering Committee works with APFED and other patient advocacy groups from around the world.    [36:41] The EGID Partners website shows general patient locations anonymously. It shows the breakdown of adults with the condition and caregivers of children with the condition, the symptom distribution, and the treatment distribution.   [37:03] As papers get published and abstracts are presented, EGID Partners puts them on the website. Once someone joins, they can suggest a research idea. Many of the studies they have done have come from patient suggestions.   [37:20] If there's an interesting idea for a survey, EGID Partners can push out a survey to everybody in the group and answer questions relatively quickly.   [37:57] Dr. Dellon says a paper came out recently about telehealth. EoE care, in particular, is a good model for telehealth because it can expand access for patients who don't have providers in their area.   [38:22] EoE is a condition where care involves a lot of discussion but not a lot of need for physical exams and direct contact, so telehealth can make things very efficient.    [38:52] EGID Partners surveyed patients about telehealth. They thought it was efficient and saved time, and they had the same kind of interactions as in person. In general, in-state insurance covered it. Patients were happy to do those kinds of visits again.   [39:27] Holly says Dr. Furuta, herself, and others were published in the Gastroenterology journal in 2019 about starting to do telehealth because patients coming to the Children's Hospital of Colorado from out of state had no local access to feeding therapy.   [39:50] Holly went to the board, and they allowed her to get licensure in different states. She started with some of the most impacted patients in Texas and Florida in 2011 and 2012. They collected data. They published in 2019 about telehealth's positive impact.   [40:13] When 2020 rolled around, Holly had trained a bunch of people on how to do feeding therapy via telehealth. You have to do all kinds of things, like make yourself disappear, to keep the kids engaged and in their chairs!   [40:25] Now it is Holly's primary practice. She has licenses in nine states. She sees people all over the country. With her diagnosis, her physicians at Mass General have telehealth licensure in Maine. She gets to do telehealth with them instead of driving two hours.   [40:53] Dr. Jensen tells of two of the things they hope to do at EGID Partners. One is trying to understand more about reproductive health for patients with an EGID diagnosis. Only a few studies have looked at this question, and with very small samples.   [41:15] As more people register for EGID Partners, Dr. Jensen is hoping to be able to ask some questions related to reproductive health outcomes.   [41:27] The second goal is a survey suggested by the Student Advisory Committee, asking questions related to the burden of disease specific to the teen population.   [41:48] This diagnosis can hit that population particularly hard, at a time when they are trying to build and sustain friendships and are transitioning to adult care and moving away from home. This patient population has a unique perspective we wanted to hear.   [42:11] Dr. Jensen and Dr. Dellon work on all kinds of other projects, too.   [42:22] Dr. Dellon says they have done a lot of work on the early-life factors that may predispose to EoE. They are working on a large epidemiologic study to get some insight into early-life factors, including factors that can be measured in baby teeth.   [42:42] That's outside of EGID Partners. It's been ongoing, and they're getting close, maybe over the next couple of years, to having some results.   [43:03] Ryan says all of those projects sound so interesting. We need to have you guys back to dive into those results when you have something finalized.   [43:15] For our listeners who want to learn more about eosinophilic disorders, we encourage you to visit apfed.org and check out the links in the show notes below.   [43:22] If you're looking to find specialists who treat eosinophilic disorders, we encourage you to use APFED's Specialist Finder at apfed.org/specialist.   [43:31] If you'd like to connect with others impacted by eosinophilic diseases, please join APFED's online community on the Inspire Network at apfed.org/connections.   [43:41] Ryan thanks Dr. Dellon and Dr. Jensen for joining us today. This was a fantastic conversation. Holly also thanks APFED's Education Partners GSK, Sanofi, Regeneron, and Takeda for supporting this episode.   Mentioned in This Episode: Evan S. Dellon, MD, MPH, Academic Gastroenterologist, University of North Carolina School of Medicine   Elizabeth T. Jensen, MPH, PhD, Epidemiologist, Wake Forest University School of Medicine, University of North Carolina at Chapel Hill   Predictors of Patients Receiving No Medication for Treatment of Eosinophilic Esophagitis in the United States: Data from the TARGET-EGIDS Cohort   Episode 15: Access to Specialty Care for Eosinophilic Esophagitis (EoE)   APFED on YouTube, Twitter, Facebook, Pinterest, Instagram Real Talk: Eosinophilic Diseases Podcast apfed.org/specialist apfed.org/connections apfed.org/research/clinical-trials   Education Partners: This episode of APFED's podcast is brought to you thanks to the support of GSK, Sanofi, Regeneron, and Takeda.   Tweetables:   "I've been working on eosinophilic gastrointestinal diseases for about 15 years. I started some of the early work around understanding possible risk factors for the development of disease. I've gone on to support lots of other research projects." — Elizabeth T. Jensen, MPH, PhD   "You can think of EoE as asthma of the esophagus or eczema of the esophagus, although in general, people don't grow out of EoE, like they might grow out of eczema or asthma. When people have it, it really is a long-term condition." — Evan S. Dellon, MD, MPH   "There are two general approaches to treating the underlying condition, … using medicines and/or eliminating foods from the diet that we think may trigger EoE. I should say, for a lot of people, EoE is a food-triggered allergic condition." — Evan S. Dellon, MD, MPH   "I didn't find it that surprising [that there are patients who had no treatment]. Some patients are relatively asymptomatic, and others are not interested in pursuing medications initially or are … still exploring dietary treatment options." — Elizabeth T. Jensen, MPH, PhD   "We have a bunch of studies now that look at how long people have symptoms before they're diagnosed. There's a wide range. Some people get symptoms and are diagnosed right away. Other people might have symptoms for 20 or 30 years." — Evan S. Dellon, MD, MPH   "EGID Partners is an online registry where individuals, caregivers, and parents of children affected with EGIDs can join. EGID Partners also needs people who don't live with an EGID to join, as controls." — Elizabeth T. Jensen, MPH, PhD

Deze week probeert Trends de federale regering te helpen. We moeten de automatische indexering van de lonen hervormen, dat is noodzakelijk voor de begroting én voor de concurrentiekracht van de bedrijven. En dat kunnen we op verschillende manieren doen, we spreken er over met Stijn Fockedey hoofdredacteur van Trends. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Policy Seminar | IFPRI Policy Seminar The Impact of Global Change on Food Security in 2050: Assessing the Risks Through the Lens of Food Trade Organized by IFPRI in partnership with MIT Abdul Latif Jameel Water and Food Systems Lab/FACT Alliance November 19, 2025 Trade is crucial to achieving food security. The Jameel Index for Food Trade and Vulnerability (Jameel Index) is a valuable new tool to guide policy and investment decisions that support sustainable international development and food security through food trade. The Index provides food trade vulnerability scores for more than 180 countries by synthesizing global indicators into a composite vulnerability index to better understand how food trade dynamics can affect food security. It combines a range of meta-indicators to assess food trade vulnerability for nine staple crops and economically important agricultural commodities. The online platform also allows users to customize the Index to reflect their policy or investment questions. This seminar will present results from the Jameel Index for global change scenario projections to 2050, with inputs from IFPRI's Food Modeling Framework. IFPRI's IMPACT-GLOBE modeling linkage and new bespoke bilateral trade model, developed specifically for the Jameel Index, uses a set of population and economic growth, along with climate change scenarios. The seminar will present findings related to food trade, food import vulnerability, and food security, along with insights on drivers of these findings. Following the presentation of results, a panel of food trade and development experts will discuss policy implications. A general Q&A session will follow the panel. Presentations of Global Change Results on Food Trade and Security Kenneth Strzepek, Climate, Water, and Food Specialist MIT Center for Sustainability Science and Strategy J-WAFS Timothy Thomas, Senior Research Fellow, IFPRI Faaiqa Hartley, Scientist, IFPRI Sherwin Gabriel, Scientist, IFPRI Panel Discussion Paola De Almieda, Food, Agriculture and Water Portfolio Head – Operating Advisor, Pegasus Capital Advisors Ruth Hill, Director, Markets, Trade, and Institutions, IFPRI Mark Rosegrant, Research Fellow Emeritus, IFPRI Moderator Greg Sixt, Director, Food and Climate Systems Transformation (FACT) Alliance, Research Manager for Climate and Food Systems, Abdul Latif Jameel Water and Food Systems Lab More about this Event: https://www.ifpri.org/event/the-impact-of-global-change-on-food-security-in-2050-assessing-the-risks-through-the-lens-of-food-trade/ Subscribe IFPRI Insights newsletter and event announcements at www.ifpri.org/content/newsletter-subscription

Today we're catching up on the biggest news stories: Elon's Flying Cars, Peter Thiel, rap is dying, 3i/ATLAS photos, D4VD murder case, Jimmy Kimmel's friend's mysterious death, Dana White tells us protesting is dumb, Trump is pardoning predators and we've got major Epstein blackmail conspiracies to discuss from Diddy's dirt on Trump, Ghislaine Maxwell's easy living, Israeli spies, secret Intelligence agents Bill Barr and Trump as well as the glizzy glazing of Bill Clinton! We'll also hit the Tier 2 shoutouts from Patreon.com/BreakingSocialNorms! You can now sign up for our commercial-free version of the show with a Patreon exclusive bonus show called “Morning Coffee w/ the Weishaupts” at Patreon.com/BreakingSocialNorms  OR subscribe on the Apple Podcasts app to get all the same bonus “Morning Coffee” episodes AD-FREE with early access! (*Patreon is also NOW enabled to connect with Spotify! https://rb.gy/r34zj)Want more?…Index of all previous episodes on free feed: https://breakingsocialnorms.com/2021/03/22/index-of-archived-episodes/Leave a review or rating wherever you listen and we'll see what you've got to say!Follow us on the socials:instagram.com/theweishaupts2/Check out Isaac's conspiracy podcasts, merch, etc:AllMyLinks.com/IsaacWOccult Symbolism and Pop Culture (on all podcast platforms or IlluminatiWatcher.com)Isaac Weishaupt's book are all on Amazon and Audible; *author narrated audiobooks*STATEMENT: This show is full of Isaac's and Josie's useless opinions and presented for entertainment purposes. Audio clips used in Fair Use and taken from YouTube videos.

In this episode of The Edge of Work, host Al Dea joins leaders live from the Guild Opportunity Summit in San Diego to explore the future of talent, career mobility, and skills transformation.The episode features conversations with Matthew J. Daniel, Senior Principal of Talent Strategy and Mobility at Guild; and Marquita Williams, Executive Director of Organizational Learning and Development at AdventHealth. Together, they discuss how leading organizations are aligning career growth with business outcomes, and key insights from Guild and Lightcast's Talent Resilience Index, a benchmark for understanding career mobility and critical workforce skills shaping today's workplace.LinksMatthew Daniel: https://www.linkedin.com/in/matthewjdaniel/Marquita Williams: https://www.linkedin.com/in/marquita-williams-764b244b/Talent Resilience Index: https://guild.com/report/talent-resilience-index?utm_source=press&utm_medium=refe[

Neal Stephenson—legendary sci-fi author who coined "metaverse" in his 1992 novel Snow Crash—and Rebecca Barkin, co-founder of Lamina1, return to the AI XR Podcast for a wide-ranging conversation about building a decentralized creator economy, launching their dystopian AI world-building project Artifact, and why blockchain might finally free creators from Big Tech's chokehold. Joined by Charlie, Ted, and Rony, the discussion spans Neal's lost Magic Leap project, the resurrection of the open metaverse dream, and how decentralized platforms could flip Hollywood's power structure on its head.Rebecca details Lamina1's journey from blockchain currency for the open metaverse to Spaces, a multimedia creator platform built on Ethereum that allows IP owners to retain control, set royalties, and build direct relationships with fans. Think YouTube meets Discord, but on decentralized rails. The goal isn't socialism—it's a creative meritocracy where artists get equity in platforms they help build, instead of just one-time payouts while Netflix captures all the value.Neal unpacks Artifact, Lamina1's first creative test case: a post-Singularity world where 12 competing mega-AIs fight over energy, copper, water, and GPUs while humans live in the interstices. Co-created with Weta Workshop using AI tools like World Labs' marble splats, the project invites fans to co-create lore, not just consume it. It's a living experiment in collaborative IP development—and proof that small teams with AI amplifiers can build Grand Theft Auto-scale worlds.Guest HighlightsNeal Stephenson coined "metaverse" in Snow Crash; former Magic Leap creative lead with lost IP still trapped at the company.Rebecca Barkin pivoted Lamina1 from metaverse currency to Spaces: a decentralized platform for multimedia creators retaining IP rights and earning equity.Artifact launches as Lamina1's test case—collaborative world-building in a dystopian post-AI Singularity where fans shape the narrative.Built on Ethereum with Consensus Network backing; uses blockchain to solve micro-transaction volatility and give creators sustainable economics.Signed Bob's Burgers team (Ghosted Media) and other Hollywood refugees seeking autonomy from studio gatekeepers.News HighlightsValve launches PC cube + wireless Index headset—sub-$1000 system to compete with Xbox/PlayStation and revive PCVR market, but will enthusiasts bite?Meta adds real-time computer vision to AI glasses—Ray-Ban smart glasses gain live AI interpretation, pushing toward inflection point for wearables.Google Maps integrates Gemini AI—natural language directions and real-world context awareness transform navigation into conversational copilot.11 Labs launches voice marketplace—Michael Caine licenses voice cloning; Matthew McConaughey invests but won't sell his own likeness.Disney announces AI user-generated content strategy—Bob Iger teases platforms for fans to create with Disney IP, following Lego's remix culture playbook.Big thanks to our sponsor Zappar. Subscribe for weekly insider perspectives from veterans who aren't afraid to challenge Big Tech. New episodes every Tuesday. Watch full episodes on YouTube. Hosted on Acast. See acast.com/privacy for more information.

En de verkopen exploderen. Vijf keer zo veel denken ze te gaan verkopen in de komende vijf jaar. Waar ze afgelopen jaar nog voor 10 miljard euro aan bommen en tanks verkochten, ziet het Duitse defensiebedrijf Rheinmetall dat in 2030 toenemen naar 50 miljard euro. En daarbij gaan ze uit van een aantal scenario's, die niet mals zijn. En die ook nog eens opgesteld zijn in samenwerking met geheime diensten. Wat die zijn en wat dat voor defensie-aandelen betekent, hoor je in deze aflevering. Verder zwaaien we alwéér een AEX-bedrijf uit. AkzoNobel heeft een fusiepartner gevonden in het Amerikaanse Axalta. Samen worden ze een verf- en coatingbedrijf van zo'n 17 miljard dollar. En op termijn moet het dan ook gedaan zijn met de notering in Amsterdam. We zoeken voor je uit of je AkzoNobel straks moet gaan missen. En je hoort over de topman van Google. Zelfs hij heeft het over een mogelijke AI-bubbel. En hij heeft een onheilspellende boodschap. Als die bubbel knapt, gaat iedereen dat voelen. Maar hij vindt al die miljardeninvesteringen dan wel weer geheel terecht.See omnystudio.com/listener for privacy information.

Na 14 jaar is het wel mooi geweest voor Tim Cook. Volgens de Financial Times is de zoektocht naar zijn opvolger als CEO van Apple van start. Geen ruzie, of grote fout. Cook is gewoon op pensioengerechtigde leeftijd, en kan dus van zijn verdiensten gaan genieten. Het levert wel een probleem op, want wie oh wie moet in die grote schoenen van hem gaan staan? En wat betekent die keuze voor de toekomst van Apple? Dat bespreken we deze aflevering. Verder hebben we het over de man die al lang met pensioen had moeten zijn, maar dat eindelijk binnenkort maar eens gaat doen. Warren Buffett zat jarenlang op een geldberg van honderden miljarden dollars, maar geeft nu toch weer wat ervan uit. Zijn Berkshire Hathaway steekt een slordige 5 miljard dollar in Alphabet, het moederbedrijf van Google. En dat terwijl het aandeel Alphabet al een enorme stijging achter de rug heeft. Ook hoor je over tech-investeerder Peter Thiel. Die verkoopt juist zijn grootste belang. Gaat om zijn investering in Nvidia. Dat komt woensdag met de kwartaalcijfers, maar daar gaat Thiel niet op wachten. En we vertellen je over Trump die op de knietjes gaat. Hij geeft toe: zijn importheffingen zorgen voor enorme inflatie.See omnystudio.com/listener for privacy information.

On Episode 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings.SHOW NOTES(00:00) Stories of the Day(00:50) Valuation guru says he wants to move his money into cash and collectibles(05:03) India's mid cap index hits record high(06:23) The green shoots in Agri export exemptions in the US(07:18) Gold imports jump and drive up trade deficits but there is some good news too(09:17) India is going on a cement expansion spree and rural India is powering it(18:23) FeedbackRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠

Die Futures waren einige Stunden vor Handelsstart stark im Plus, haben die gesamten Gewinne vor dem Start abgegeben. Seit Anfang September ging es an einem Montag im Nasdaq 100 zumeist bergauf. Wer nur an dem Tag in dem Index investiert war, blickt seit Anfang September auf eine Performance von 11%. Die Aktien von Google stehen weiterhin im Fokus. Berkshire Hathaway hat während des dritten Quartals eine rund $4 Mrd. Beteiligung aufgebaut. Bill Ackman von Pershing Square hat 6,3 Millionen Aktien in den Alphabet Class C-Aktien gehalten, und die Anteile an den Alphabet Class-A Aktien von 5,4 auf 4,8 Millionen gesenkt. Diese Woche soll Gemini 3 von Google an den Start gehen. Einige glauben, dass man damit OpenAI und Anthropic überholen wird. Dass Donald Trump die Zölle auf diverse Nahrungsmittel senken wird, könnte den Aktien der Restaurant- und Getränke-Bereich zugutekommen. Barron's nennt Starbucks, Chipotle, Cheesecake Factory und Keurig Dr. Pepper als Gewinner. Aramark ist auf den Betrieb von Cafeterias und Lebensmittel für Restaurants und im Unterhaltungsbereich etabliert. Die Aktie ist nach verfehlten Zahlen und Aussichten unter Druck. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

In dieser Folge spricht Oliver Morath mit Philipp Prömm, Vorstand der Shareholder Value Management AG, live vom Private Banking Kongress in Berlin. Philipp erzählt die Entstehungsgeschichte des hauseigenen ETFs: vom Blick über den Atlantik auf die Entwicklung in den USA, über die Idee eines eigenen, aktiven Index zusammen mit Solactive, bis hin zum Quartals-Rebalancing mit fokussiertem Qualitätsaktien-Ansatz. Es geht um die Frage, wie ein klassisches Value-Haus in die ETF-Welt einsteigt, ohne das bestehende Fondsgeschäft zu kannibalisieren – und warum der ETF vor allem neue Kundengruppen wie Neobroker-Clients, Online-Investoren und internationale Anleger erschließt. Außerdem: Margendruck in der Branche, Gatekeeper-Rollen von Plattformen, Marketingdeals mit Neobrokern und die „magische“ 100-Millionen-Grenze. Wie immer gilt: Keine Anlageempfehlung – bitte bildet euch eure eigene Meinung. ✍️ Frankfurter Investmentblog - Kapitalmarktupdates und Einzeltitel-Analysen: https://www.shareholdervalue.de/frankfurter-investmentblog ✍️ Frank Fischer Kolumne - Politik, Börse und Fonds-Updates: https://www.shareholdervalue.de/frank-fischer-kolumne

This is the "Golden Era" of fixed assets. This is the best time in 40+ years to establish an index product! This is due to many factors, including higher bond yields (interest rates). Index annuities and Index Universal Life (IUL) allows you to:  Grow your money safely, without market risk. Principle is guaranteed. Once gains are locked in, they are guaranteed against market loss. Double-digit potential annual returns on good market years with no losses on bad market years. Ability to lock-in gains at any time. Strong fixed interest option. If interest rates remain high and/or increase, you have good options.   How to ensure you have the highest potential upside gains: We are independent and have access to 50+ annuity companies, including all the top carriers. There are 600+ index options.  We have proprietary software that provides the one-, 5-, and 10-year historical returns of the index options. There is a wide variation in index returns (0 - 17% average 10-year annual returns). Without this information, an agent or advisor is "flying blind."

Un salariu pe patru ani plus fonduri pentru cercetare în valoare totală de 3 milioane de zloți (aproximativ 690.000 de euro) - așa speră Polonia să atragă cercetători de la cele mai bune universități din lume, relatează Gazeta Wyborcza. „Trebuie să ne deschidem larg fereastra științifică către lume”, subliniază ministrul științei, Marcin Kulasek. Acesta anunță lansarea programului „TOP200”, care își propune să atragă cercetători străini excepționali în Polonia. Obiectivul este ambițios. Polonia vizează persoane care lucrează sau au lucrat la universități clasate în top 200 în principalele trei clasamente globale: Shanghai, QS și Times Higher Education.  Astăzi, doar aproximativ 3% dintre cercetătorii din Polonia sunt cetățeni străini. Unul din cinci dintre ei provine din Ucraina. Guvernul polonez consideră că acum este unul dintre cele mai oportune momente din istorie pentru a încerca să atragă talente străine, în special pe cele care desfășoară cercetări în Statele Unite, având în vedere reducerile la finanțarea științei din timpul administrației președintelui Donald Trump. Programul oferă două direcții: una pentru cercetătorii consacrați cu cel puțin trei ani de experiență în conducerea echipelor de cercetare în străinătate, iar cealaltă pentru cercetătorii mai tineri, cu condiția să dețină doctoratul de cel puțin șapte ani. Contactul trebuie inițiat de o universitate sau un institut polonez. Cererea trebuie să includă nu numai CV-ul, ci și propunerea de cercetare. Apelul la candidaturi este acum deschis și se va încheia în februarie 2026. Pentru această ediție pilot a programului, bugetul este de 17 milioane de zloți, ceea ce ar fi suficient pentru 5 sau 6 cercetători. În Croația este solicitată interzicerea legală a comentariilor sub articole despre violența împotriva femeilor Senzaționalismul în reportajele din mass-media consolidează o cultură a tăcerii și descurajează femeile să raporteze violența; aceasta este concluzia unei mese rotunde a Comisiei parlamentare pentru egalitatea de gen din Zagreb, citată de site-ul de știri Index. Participanții la discuțiile în cadrul Comisiei, printre care mulți activiști pentru drepturile femeilor, au solicitat modificări legale și editoriale privind publicarea articolelor despre violența împotriva femeilor pe portalurile online și pe rețelele de socializare. Statisticile arată că în ultimii zece ani 165 de femei au fost ucise în Croația, iar 43,6% dintre aceste crime au fost comise de partenerii lor. Linia telefonică specială pentru violența domestică primește în medie zece apeluri de la femei în fiecare zi, totalizând peste 2.000 de apeluri pe an. „Trebuie să evităm senzaționalismul, trivializarea și romantizarea violenței”, a declarat Nataša Vajagić de la Centrul pentru Inițiative Civice din Poreč. Ca exemplu, ea a citat cazuri în care infracțiunea este descrisă drept „dragoste nefericită”. Recomandarea este de a modifica legea în sensul interzicerii comentariilor sub articole pe această temă pentru a preveni victimizarea secundară și discursul instigator la ură. Amendamentul ar trebui să impună, de asemenea, publicarea informațiilor de contact ale organizațiilor de sprijin sub fiecare articol pe această temă. De asemenea, se propune consolidarea modelelor de finanțare publică prin reînnoirea modelului de „media non-profit”, care a fost abolit în 2016, pentru a încuraja și mai mult independența editorială față de presiunile pieței.  Pe lângă modificările legislative, a fost subliniată și importanța politicilor editoriale: aplicarea consecventă a codurilor etice, selecția riguroasă a interlocutorilor și surselor și evitarea titlurilor și detaliilor care nu sunt de interes public. Îngrijorare față de numărul mare de accidente feroviare în Slovacia Transportul feroviar, utilizat zilnic de sute de mii de oameni în Slovacia, a fost zdruncinat din temelii, relatează săptămânalul Tyzden. Slovacia nu a mai experimentat niciodată două incidente atât de grave în mai puțin de o lună: primul pe 13 octombrie, cu 69 de răniți, și al doilea pe 9 noiembrie, cu 79 de răniți. Partidul de opoziție, Democrații, afirmă că guvernul nu a făcut suficient pentru a investiga primul incident și, prin urmare, nu a reușit să-l prevină pe al doilea, care a fost similar în multe privințe. Democrații solicită ministrului Transporturilor, Jozef Ráža, să prezinte imediat măsuri pentru consolidarea siguranței feroviare. Experții spun ca furtul de cale ferată și sistemele de securitate învechite se află în spatele creșterii recente a accidentelor feroviare. Democrații propun comunicarea radio la nivel național, adică stații walkie-talkie în fiecare tren pentru a permite comunicarea între centrul de control și mecanic. De asemenea, este necesară dotarea tuturor trenurilor cu ETCS (Sistemul European de Control al Trenurilor), care împiedică mecanicul să depășească limita de viteză, să treacă de un semafor roșu și să intre pe o linie ocupată. Partidul consideră, de asemenea, că este necesar să se abordeze problema calificărilor și a remunerației mecanicilor de locomotivă.

Last week saw the release of the Global Tobacco Interference Index. In it, Aotearoa ranked 53rd in the world - a whopping 52 places down from two years ago. This ranking two years ago was reflective of our robust anti-smoking laws - since the current coalition government has repealed them, however, that reputation has come seriously into question. These rankings now serve as a warning about the role that the tobacco industry plays in health policy, and New Zealand's failure to manage smoking and tobacco lobbying. Monday Wire Producer Alex spoke to Professor of Public Health at the University of Auckland, Chris Bullen, about the ranking, Tobacco influence in the government, and what it says about Smoking in New Zealand as a whole.  

QB Index: Week 11: How far had Dak fallen? full 597 Sat, 15 Nov 2025 02:10:40 +0000 qHplrwtIQJRv1ijTbeEGXobGNkA98JgB nfl,dallas cowboys,sports GBag Nation nfl,dallas cowboys,sports QB Index: Week 11: How far had Dak fallen? The G-Bag Nation - Weekdays 10am-3pm 2024 © 2021 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=h

3rd hour of the G-Bag Nation: NFL Reporter the covers the Cowboys Todd Archer joins the Nation; The 4:20 Hotbox w/ L.A.; QB Index Week 11 full 2287 Sat, 15 Nov 2025 01:58:31 +0000 xBz2VJi2cJl6hFGrLiy77XtKA0XNsxYZ sports GBag Nation sports 3rd hour of the G-Bag Nation: NFL Reporter the covers the Cowboys Todd Archer joins the Nation; The 4:20 Hotbox w/ L.A.; QB Index Week 11 The G-Bag Nation - Weekdays 10am-3pm 2024 © 2021 Audacy, Inc. Sports

Matthew Bannister onJames Watson who shared the Nobel Prize for identifying the structure of DNA, but was widely condemned later in life for his racist and sexist views.Pauline Collins, the comic actor who triumphed in the role of Shirley Valentine on stage and screen. The play's director Simon Callow pays tribute.Judith Vidal-Hall, who edited the Index on Censorship magazine and campaigned for freedom of expression around the worldDugald Ross, the crofter and palaeontologist from the Isle of Skye who discovered dinosaur footprints on the island as a schoolboy.Producer: Ed Prendeville Assistant Producer: Catherine Powell Researcher: Jesse G Edwards Editor: Glyn TansleyArchive: Witness History: Discovering the Secrets of DNA, BBC World Service, 25/04/2025; Archive on 4: DNA 60 Years On, BBC Radio 4, 30/10/2016; Interview with James Watson and Francis Crick, The Medical Television Centre, UT Southwestern, University of Texas Southwestern Medical Centre at Dallas, 16/05/1968; Desert Island Discs, BBC Radio 4, 22/12/1989; Shirley Valentine, Paramount Pictures, 1989 (Producer: John Dark; Produced & directed by Lewis Gilbert; Written by Willy Russell); Upstairs Downstairs, ITV; Reporting Scotland 1830, BBC One Scotland, 11/06/2014; Grand Tours of the Scottish Islands: Northern Skye – A Land of Giants and Fairies, BBC Two, 26/04/2017; Out of Doors, BBC Radio Scotland, 07/08/2010; Newsnight, BBC Two, 20/02/2002; One Year On: 9/11, BBC One, 11/09/2002

The Elder Economic Security Index is a tool that quantifies how much income older Americans need to meet their basic needs and age in place with dignity. On this episode of Policy Outsider, we unpack how the index works, what the latest findings tell us about economic security in later life, and how policymakers, advocates, and communities can use the index to shape better policy and programs. GuestsMaria Alvarez, Executive Director, NY Statewide Senior Action CouncilNidya Velasco Roldán, Post-Doctoral Fellow, Gerontology Institute, UMass BostonDina Refki, Executive Director, Institute on Immigrant Integration Research and PolicyLearn MoreLate-life Financial Security in New York: Evidence from the 2024 Elder Index (PDF)

Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.

https://www.patreon.com/posts/143420476?pr=true (*Unlock ad-free, early access & bonus content here!)Today we're going to hear Isaac's Top 20 countdown of horny movies from the 80s and 90s! We'll talk about and rank the most popular sexiest films, erotic thrillers, including some you may not have seen yet! From horny Dracula to the king of cunnilingus Mad Dog Michael Douglas to Kabbalah Queen Madonna to kinky James Spader to a Dr. Oz appearance; this episode will keep you on the edge of your seat!You can now sign up for our commercial-free version of the show with a Patreon exclusive bonus show called “Morning Coffee w/ the Weishaupts” at Patreon.com/BreakingSocialNorms  OR subscribe on the Apple Podcasts app to get all the same bonus “Morning Coffee” episodes AD-FREE with early access! (*Patreon is also NOW enabled to connect with Spotify! https://rb.gy/r34zj)Want more?…Index of all previous episodes on free feed: https://breakingsocialnorms.com/2021/03/22/index-of-archived-episodes/Leave a review or rating wherever you listen and we'll see what you've got to say!Follow us on the socials:instagram.com/theweishaupts2/Check out Isaac's conspiracy podcasts, merch, etc:AllMyLinks.com/IsaacWOccult Symbolism and Pop Culture (on all podcast platforms or IlluminatiWatcher.com)Isaac Weishaupt's book are all on Amazon and Audible; *author narrated audiobooks*STATEMENT: This show is full of Isaac's and Josie's useless opinions and presented for entertainment purposes. Audio clips used in Fair Use and taken from YouTube videos.

The Lizard Index was a barometer in the early years of THE ZEPH REPORT. Back by popular demand, The Lizard Index rates the socio-spiritual circumstances, crises,  and political goings-on of the system on a 1-10 scale.

The ETF/ABS Magellan Travel Index was announced and premiered at the Extraordinary Travel Festival in Bangkok in 2024 by founder, João Paulo Peixoto. The professor has recently moved into the #1 position on both the NM and MTP lists. The professor joins us on the ETF to provide an update on the MTI. You can learn more about the MTI by clicking here. Please remember the Extraordinary Travel Festival will be held in Bangkok from October 22-25 in 2026. You can join and use code BANGKOK to save. Click here to join this event!

39 procent. Dat is hoeveel winstgroei Disney ziet bij hun streamingafdeling. 12,5 miljoen mensen kozen afgelopen kwartaal voor een abonnement op Disney+ of Hulu. Ook bij de afdeling die over de pretparken, de cruisereizen en de merchandise gaat is het feest. Dus deelt Disney cadeautjes uit. Meer aandeleninkoop, en meer dividend. Maar toch zijn beleggers niet tevreden. Die zien vooral een terugloop in advertentie-inkomsten bij de tv-kanalen. Zijn beleggers verwend? Dat vragen we ons deze aflevering af. Dan gaat het ook over modehuis Burberry. Dat heeft eindelijk de smaak weer te pakken. Sinds de pandemie verschraalden de verkopen in China, maar er is weer sprake van groei! Maar is dat te danken aan de nieuwe strategie van Burberry, of hebben ze gewoon weer de wind in de rug in de hele sector? En je hoort over de zorgen van de Autoriteit Financiële Markten. Die ziet 'grote, complexe en ondoorzichtige risico's' door de enorme invloed van techbedrijven op die markten. En tot slot nog een prettig bericht, want je hoeft voorlopig het woord 'shutdown' niet meer te horen. See omnystudio.com/listener for privacy information.

How cooked are the Commanders?

Die Nasdaq 100 eilt von Rekord zu Rekord. Kein Wunder, denn dort sind die begehrten Tech-Werte gebündelt. Doch eigentlich ist die Nasdaq kein reiner Tech-Index. Nicht gewusst? Gemeinsam mit Denise Koch (Invesco) nehmen wir den Index genau unter die Lupe. Schauen uns die Performance an, analysieren die Entwicklung während großer Krisen (Einbruch Neuer Markt, Finanzkrise), blicken auf die Bewertung und arbeiten heraus, warum sich der US-Index besonders gut für Sparpläne eignen kann. Viel Spaß beim Anhören! ++++++++ Du willst den vollen Überblick über dein Vermögen? Der Portfolio Tracker von extraETF ist das clevere Tool für alle, die ihr Vermögen strukturiert und effizient managen wollen. Überwache dein Portfolio und analysiere deine ETFs, Aktien und Fonds durch detaillierte & individuelle Performance-Metriken, X-Ray-Analysen und vieles mehr! Teste jetzt den Portfolio Tracker. https://go.extraetf.com/portfoliotracker ++++++++

https://youtu.be/veY6ahKxDfE HELP ME get to 100K subs on new YouTube! Episode streams 10/11!On today's episode of the Occult Symbolism and Pop Culture with Isaac Weishaupt podcast we'll cover the occult symbolism of Netflix's KPOP Demon Hunters! We'll talk about symbolism of Saturn, Chaos Magick, mantras, alchemy of the Golden Honmoon, opposing polarities concepts “when darkness finally meets light”, occult geometry, Faustian bargains, and the power of approaching one's shadowShow sponsors- Get discounts while you support the show and do a little self improvement!*CopyMyCrypto.com/Isaac is where you can copy James McMahon's crypto holdings- listeners get access for just $1WANT MORE?... Check out my UNCENSORED show with my wife, Breaking Social Norms: https://breakingsocialnorms.com/GRIFTER ALLEY- get bonus content AND go commercial free + other perks:*PATREON.com/IlluminatiWatcher : ad free, HUNDREDS of bonus shows, early access AND TWO OF MY BOOKS! (The Dark Path and Kubrick's Code); you can join the conversations with hundreds of other show supporters here: Patreon.com/IlluminatiWatcher (*Patreon is also NOW enabled to connect with Spotify! https://rb.gy/hcq13)*VIP SECTION: Due to the threat of censorship, I set up a Patreon-type system through MY OWN website! IIt's even setup the same: FREE ebooks, Kubrick's Code video! Sign up at: https://illuminatiwatcher.com/members-section/*APPLE PREMIUM: If you're on the Apple Podcasts app- just click the Premium button and you're in! NO more ads, Early Access, EVERY BONUS EPISODE More from Isaac- links and special offers:*BREAKING SOCIAL NORMS podcast, Index of EVERY episode (back to 2014), Signed paperbacks, shirts, & other merch, Substack, YouTube links, appearances & more: https://allmylinks.com/isaacw *STATEMENT: This show is full of Isaac's useless opinions and presented for entertainment purposes. Audio clips used in Fair Use and taken from YouTube videos.