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ITL looks beyond the Texans' offensive talent and debates whether this group has the leadership, chemistry, toughness, and other intangibles necessary to become a great offense.
ITL takes a closer look at the Texans offense and asks whether this group has the intangibles needed to become a championship-level unit. Beyond talent and scheme, do they have the leadership, toughness, chemistry, confidence, and ability to respond when things go wrong? The crew then opens the floor for another edition of ITL Lunch-Time Confessions, with the guys and listeners sharing their latest funny and unexpected admissions. The hour wraps with Judge John Lopez, as J.J. McCarthy losing Minnesota's starting quarterback job to Kyler Murray sparks a bigger conversation about whether the NFL has a quarterback development problem and whether teams are giving young QBs enough time and support to actually develop.
Tom Duncan and Sara Shea finish their journey through Season 1 of The Good Wife, this time with episodes 22 and 23.Chapters:00:00 Introduction to the Podcast and Season Finale03:01 Episode 22: Hebristophilia Overview05:59 Character Dynamics and Impressions09:03 Thematic Elements and Plot Development12:07 Disappointment in Character Arcs14:58 Filler Episodes and Narrative Structure18:10 Character Relationships and Choices21:09 Final Thoughts on Season One29:15 Character Development and Spin-offs31:59 Character Relationships and Emotional Investment34:00 Ethics in Law and Perjury38:04 The Myth of Truth in Courtrooms41:54 Acting and Writing Quality Assessment54:04 Intangibles and Emotional Engagement57:03 Reflecting on The West Wing Rewatch01:00:23 Cinematography and Narrative Structure01:09:52 Character Development and Consistency01:12:53 Editing, Pacing, and Overall Ratings01:17:15 Future Show Options and Season Decisions01:19:08 Introduction to the Conversation01:21:45 Exploring British Comedy and Its Impact01:24:34 Diving into Crime and Investigation Shows01:27:45 The Puzzle Box Concept in Storytelling01:30:35 Anticipating Future Episodes and Spoilers01:32:52 Season Three Wrap-Up01:33:10 Looking Ahead to Dexter Episode OneKeywords:The Good Wife, podcast, season finale, character analysis, plot development, Hebristophilia, narrative structure, TV review, character dynamics, relationship drama The Good Wife, character development, legal ethics, courtroom drama, acting quality, emotional investment, spin-offs, perjury, writing quality, intangibles The West Wing, The Good Wife, TV show analysis, character development, narrative structure, cinematography, editing, pacing, season reviews, television series, British comedy, crime shows, puzzle box storytelling, Dexter, television series, Rowan Atkinson, Black Adder, character development, narrative structure, viewer engagement
My guest, Hunter Kinchen joins me to discuss how his background playing Division I football at LSU prepared him for a successful career in employee benefits. Growing up with a father and uncle in the NFL, Hunter learned early on that success requires mastering the fundamentals and doing the unglamorous work when no one is watching. We discuss why young producers must ditch unrealistic expectations, the critical importance of seeking out mentors, and why agency leaders need to stop obsessing over resumes and start recruiting for "intangibles." If you want to build a long-term, high-performing book of business, this episode provides the blueprint for sustainable success.▶▶ Sign Up For Your Free Discovery Callhttps://completegameu.com/request-a-callTimestamped Outline(00:00) Integrity and Follow-Through: Why You Must Recruit for the Intangibles(01:51) Growing Up in an NFL Household: The Standard of Excellence(04:41) The NFL Reality Check: Why Someone is Always Waiting to Take Your Job(07:17) Pressure to Perform: Having an NFL Tight End as Your Middle School Coach(11:12) The "Cheat Code" Position: Navigating College Football as a Long Snapper(15:10) SEC Off-Season Training: Why Preparation Doesn't Start on Game Day(20:09) Saturday Night in Death Valley: The Unmatched Experience of LSU Football(24:16) Transitioning to Insurance: Trading Coaching for the "Good Side" of Commercial Benefits(26:02) Why Benefits? The Unique Appeal of the Employee Benefits Space(27:17) The Power of the LSU Brand in Baton Rouge: Opening Doors vs. Winning Deals(29:40) The Long Feedback Loop: Why Sales is Different Than Saturday Game Day(32:43) The Need for Mentorship: How Being a "Pest" Accelerated Hunter's Learning Curve(35:26) Managing Expectations: Why Desperation Repels Prospects(38:06) The Firing Process: Understanding the Gravity of Broker Selection for Clients(40:48) If You Can't Find Talent, Build It: Investing in the Next Generation of Producers(44:31) Hunter's Lightning Round: 5:15 AM Workouts, Tennis, and Never Split the DifferenceCONNECT WITH ANDY NEARY
Derek Champagne talks with former NFL player Rennie Curran. Rennie shares stories from his unique upbringing, leadership lessons learned along the way, and more about his new venture: Formr. Formrapp.com - The professional platform where former athletes build what's next, fans connect for life, and businesses find the most competitive people on earth.Free leadership resources from Rennie Curran: https://renniecurran.com/ Rennie Curran is a former professional athlete who currently serves as an active Keynote Speaker, Author, and the CEO of Game Changer Coaching. Recently inducted into the Gwinnett County Sports Hall of Fame, the Georgia vs Florida Hall of Fame, and the UGA 40 Under 40, he uses his platform to inspire students, athletes, and business professionals to reach their fullest potential. Born in Atlanta, GA, and the son of Liberian immigrants, Rennie Curran and Josie Curran, he has a diverse background with humble beginnings. He began his football career at Brookwood High School in Snellville, GA, becoming the all-time leading tackler in Gwinnett County history. He was initially considered undersized according to various critics, but quickly silenced the doubters by exploding onto the field as a true freshman at the University of Georgia. His experiences of overcoming many circumstances to reach his childhood dream of becoming a 3-time All American, Butkus Award Finalist, permanent team Captain a 3rd round draft pick in the 2010 NFL Draft (Tennessee Titans) and transitioning into becoming a successful entrepreneur has given him a unique perspective on what it takes to handle adversity and maximize opportunities while having a positive impact on others. Through his innovative presentations he teaches individuals, teams and organizations how to transform their personal and professional lives through leadership, teamwork and personal development. Rennie Curran has been counseling and inspiring people for many years. He is the CEO of Game Changer Coaching whose mission is to help business executives and entrepreneurs become high performing leaders by improving performance, personal brand and communication skills. In 2013, he published a motivational self-help book entitled ‘Free Agent' The Intangibles for Overcoming Adversity and Times of Transition. This motivational self-help book discusses how to overcome adversity during the times of transition that we all face along our journey to achieve our dreams. He also has a children's book entitled “What Does It Take to Be a Star” which was co-written with his daughter, Eleana Curran. He has been featured in The New York Times, USA Today, Fox Sports, ESPN College GameDay, The Huffington Post, and much more. When Rennie Curran is not speaking, coaching or writing he is usually spending time with his daughter or catching up on one his favorite hobbies, music. He grew up playing the piano, drums and viola. He is also a public servant who spends lots of time giving back through several organizations including. The Boys and Girls Club, Fellowship of Christian Athletes and his foundation. The Game Changers Foundation, which provides resources to student athletes to help them become leaders in sports, business and life through mentorship and leadership development. Curran is a man of faith, humility, integrity and resilience.Business Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576
Wes Gray joins us to explain how factor investors should think about high market valuations, S&P 500 concentration, value investing, small caps, artificial intelligence and the behavioral challenge of staying invested for the long term. He also breaks down Section 351 ETF exchanges, including how appreciated portfolios can move into an ETF without an immediate taxable sale, why direct-indexing portfolios are a major use case and how the ETF wrapper is reshaping asset management.Wes Gray on Xhttps://x.com/alphaarchitectAlpha Architecthttps://alphaarchitect.comETF Architecthttps://etfarchitect.comLong-Only Value Investing: Does Size Matter?https://alphaarchitect.com/wp-content/uploads/2022/11/AA-JBISFactorInvesting22LongOnlyValueInvesting.pdfEven God Would Get Fired as an Active Investorhttps://alphaarchitect.com/wp-content/uploads/2021/08/Even_God_Would_Get_Fired_as_an_Active_Investor.pdfTopics coveredWhy high valuations may lower long-term expected returns without providing a reliable market-timing signalHow S&P 500 concentration creates a major large-cap, quality and growth factor betWhy earnings and operating income may be better value metrics than book-to-market in an intangible economyWhy valuation may matter more than company size for long-only value investorsHow unprofitable companies and low-quality stocks can distort small-cap value indexesWhether AI has changed the historical relationship between growth and value investingHow AI may eliminate short-term trading edges while leaving long-horizon opportunities intactWhy even an investor with perfect foresight could suffer severe drawdowns and get firedHow passive investing flows may affect market prices and factor returnsHow Section 351 exchanges can solve problems created by appreciated SMAs, tax-loss harvesting and direct indexingThe 25/50 diversification rules, cost-basis transfer and tax-deferral mechanics of ETF conversionsWhy assets continue moving from mutual funds, hedge funds and separate accounts into ETFsWhy enduring underperformance may be necessary to earn higher long-term returnsTimestamps00:00 Alpha Architect, ETF Architect and building an ETF platform04:00 Can factor investors time a market bubble?08:03 Intangible assets and the problems with book-to-market13:42 The quality problem inside small-cap value indexes18:18 Has technology changed the growth-versus-value equation?23:25 Can AI create lasting investment alpha?27:42 Are investors behaving better today?34:39 How Section 351 ETF exchanges work39:48 The diversification rules for tax-deferred ETF conversions44:34 How cost basis and deferred taxes carry into the ETF49:07 Mutual fund, hedge fund and SMA conversions54:13 Why investors should embrace underperformanceLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.
04-Hello Samsad 2083-04-08_Intangible cultural heritage final
How do you measure value when much of a company's worth no longer appears on the balance sheet? This episode explores the growing importance of intangible assets and why they have become one of the most significant challenges facing accountants, valuers, investors, and standard setters. As investment increasingly flows into intangibles such as software, data, AI, brands and intellectual capital, questions are emerging about whether traditional financial reporting can keep pace. Key listener takeaways include: Why intangible assets are becoming a major driver of business value The growing gap between market value and financial statement value How valuation standards support consistency and trust Why investors need greater visibility for intangible investments What CFOs, auditors and valuers can do differently to improve intangible valuations What the IASB's review of intangible asset reporting could mean Why transparency, professional judgement, and valuation quality matter You'll gain clear insight from this practical discussion on where value now lives inside organisations and how reporting frameworks may need to evolve. Host: Elinor Kasapidis, chief of policy standards and external affairs, CPA Australia Guests: Ram Subramanian, external reporting policy lead, CPA Australia Nicolas Konialidis, director of the International Valuation Standards Council (IVSC) in Asia and technical director of IVSC's Business Valuation Board. He has over three decades of experience in equity markets, corporate finance, and valuations in Europe, the USA and Asia Learn more about the IVSC by heading to its website and there you'll find additional perspectives on intangibles. And you can read IOSCO's statement on the importance of high-quality valuation information in financial reporting. IOSCO is the international body that brings together the world's securities and derivatives regulators, and is recognised as the global standard setter for financial market regulation. You can also watch the Valuing AI, Data and Intangible Assets: Insights from Nicolas Konialidis webinar from CPA Australia's 'Accounting for Intangibles Summit'. Listen to more With Interest episodes and other CPA Australia podcasts on YouTube. https://www.youtube.com/@CPAaustralia/podcasts And don't forget to click subscribe to the channel for a wide range of content that will help your career. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting: With Interest https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest INTHEBLACK https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack INTHEBLACK Out Loud https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud Excel Tips https://www.cpaaustralia.com.au/tools-and-resources/podcasts/excel-tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au
Bleav Host Robert Land asks NC State Insider Cory Smith (with PackPower247.com) about Rockets Undrafted 2-Way Guard Quadir Copeland. Can he be a real steal? Is Point Guard the obvious position? What are his strengths & weaknesses? Today's Show is Sponsored by FanDuel! (00:27) Copeland Backstory (2:10) How did Will Wade Change Quadir? (3:50) Quadir Strengths (7:06) Is Shooting Real? What changed this year? (9:33) National Take on Quadir (13:33) What makes Quadir Fail? (15:15) Turnovers, handles & decision making? (17:11) Quadir vs. Elite College Players/Teams? (19:99) Intangibles? (22:10) Final Thoughts? Subscribe ️- Youtube, Spotify, Apple & iHeart X ️- https://x.com/HSTPodcast Facebook ️- https://www.facebook.com/HoustonSportsTalkPod Classic Houston Memories & History Playlist - ️ https://www.youtube.com/playlist?list=PLP6kjM8cv81ruXBBvH-vfCxXPO0npG_OS Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Matt Zenz of Longview Research Partners joins Excess Returns to explain how evidence-based investing can help investors navigate AI excitement, market concentration, high valuations, IPO hype, factor investing and fixed income tax drag. We discuss why bubbles are hard to identify in real time, why diversification still matters, how valuation spreads shape expected returns, what AI capex does and does not tell us, and how investors can think about taxable bonds more efficiently.Longview Research Partnershttps://longviewresearchpartners.com/Main topics coveredWhy evidence-based investing matters during bubble-like marketsThe emotional reality of holding risk assets through painful periodsHow to think about market concentration without jumping straight to bubble callsWhy global diversification changes the mega-cap dominance storyWhat high market valuations mean for financial planning and expected returnsWhy wide valuation spreads may create a better setup for value stocksWhat factor research says about AI capex and corporate investmentHow Longview builds a diversified factor strategy around discount ratesWhy implementation, trading flexibility and scale matter in factor investingThe small cap premium debate, IPOs, fallen angels and survivorship biasWhy AI may increase data mining risk in quantitative investingHow fixed income tax drag can quietly reduce after-tax returnsTimestamps00:00 Why painful markets create future return premiums04:00 Market concentration, AI winners and the value of diversification09:40 How high valuations should influence financial planning13:12 Why wide valuation spreads matter for value investors14:01 What factor research says about AI capex16:20 How Longview's EBI strategy looks for higher discount rates18:58 Why Longview starts with the market and then tilts21:45 Comparing 1999, 2008 and today through expected returns24:33 Intangible assets, price-to-book and the limits of accounting adjustments28:32 SpaceX, IPOs and how indexes handle new mega-cap companies33:21 Why implementation and trading flexibility can affect returns36:17 Passive flows, price elasticity and market price discovery39:35 The small cap premium, IPOs and fallen angels42:21 Are today's small caps lower quality than history?46:01 Why AI may not uncover the next great factor premium48:04 Why fixed income may be the most inefficient part of taxable portfolios51:29 How LVIG tries to convert bond income into deferred capital appreciation52:50 The after-tax return opportunity from tax deferral54:58 Which investors may benefit most from tax-efficient fixed income56:26 Where to learn more about Matt Zenz and Longview
Send us Fan MailMost business owners think exit planning begins when they're ready to sell.Darryl Bates-Brownsword and Kevin Harrington explain why that's backwards.In this episode of the Exit Insights Podcast, they introduce the VORTEX model, a practical framework that helps business owners maximise business valuation, reduce owner dependence and create a business that delivers wealth, freedom and options.The surprising truth?The actual exit is only the final stage. Most of the value is built years earlier.Together, Darryl and Kevin walk through the five stages of the VORTEX framework:Value – Understand what your business is worth and why. Optimise – Improve profitability and reporting. Record – Build systems and remove owner dependence. Transform – Create the intangible assets buyers pay premiums for. Exit – Prepare your business for sale and exit on your terms. In this episode you'll learn:✔ Why a valuation is only the beginning.✔ How pricing and benchmarking can improve profits.✔ Why buyers don't want to buy jobs—they want systems.✔ How contracts with customers, suppliers and employees increase value.✔ Why strategic positioning and other intangible assets create premium valuations.✔ How succession planning creates an exit-ready business.✔ Why many owners discover they no longer want to sell after improving their business.Memorable Quote"Buyers don't want to acquire jobs. They want to acquire systems."Another Key Insight"The exit itself is only the final 20% of the process. The other 80% happens years earlier."Whether you're planning to sell in two years, ten years, or simply want a more valuable and less stressful business, this episode will help you understand how to prepare early and build a business that works for you—not because of you.Topics Covered Exit planning Exit preparation Business valuation Maximising SME valuation Sustainable growth Owner dependence Succession planning Business systems Intangible assets Leadership teams Strategic growth Wealth, freedom and options Preparing a business for sale ✅ Discover your 'Business Sellability Score' and determine if your business is ready for sale: Business Sellability Score
Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive advantage, business strategy, AI disruption and long-term compounding. We discuss why traditional moat checklists can miss the real source of value, how companies can build systems competitors cannot copy, and what investors should look for when AI changes the game.The System Gambithttps://amzn.to/4b0J32IMain topics coveredWhy the traditional moat checklist can fail investorsThe three requirements for a true System GambitHow investors can evaluate business strategy from the outsideWhy code is not always the moat in the age of AIWhat history can teach investors about asymmetry and leverageWhy AI adoption is not the same as AI value creationThe difference between moving fast and understanding the gameLessons from Nokia, ASML, Amazon and WalmartHow intangible investment and J curves can hide long-term valueWhy the best companies build compounding systems competitors cannot copyHow investors can identify companies changing the game rather than optimizing the old oneTimestamps00:00 Opening preview and introduction04:00 The three ingredients of a System Gambit08:49 Why code is not the moat in AI software13:00 Skanderbeg and changing the rules of the game17:00 Good moats, good narratives and asymmetric advantage22:31 Microscope vs telescope as a lesson for AI28:35 AI winners, losers and high dispersion markets32:08 Signal quality, bottlenecks and why AI adoption is not enough36:00 Nokia, agility and the failure to build a causal model40:15 Why understanding the game beats speed44:00 Intangible investment, the J curve and ASML's hidden edge49:54 The contrarian AI thesis behind The System Gambit54:00 How to recognize a real System Gambit58:27 Amazon, Walmart and multi-paradigm compounding1:03:00 Prime, FBA and platform leverage1:07:00 Walmart's answer to Amazon1:11:06 Closing thoughts and where to find Ritavan
Carl and Mike are joined by Zuby Ejiofor as they discuss his journey to the NBA and being drafted by the Hawks
SPENCER HAWES joins the show ahead of tonight's NBA Draft. First we have to talk about that monster trade last night. What will Jaylen Brown and the Celtics do now that they've unsuccessfully tried to trade him twice? Where would Spencer like to see fellow Husky Hannes Steinbach get drafted? Who will go number one over all and should teams be concerned about Darryn Peterson's lack of availability? What does Dusty may's exit from college basketball say about the current state of college sports? :30- In yesterday's Seahawks One Series, we were joined by Dan Viens from the Seahawks Forever podcast and we asked him what it about Julian Love's game that he admires most? :45- We close out a busy Tuesday show with one last thing!
SPENCER HAWES joins the show ahead of tonight's NBA Draft. First we have to talk about that monster trade last night. What will Jaylen Brown and the Celtics do now that they've unsuccessfully tried to trade him twice? Where would Spencer like to see fellow Husky Hannes Steinbach get drafted? Who will go number one over all and should teams be concerned about Darryn Peterson's lack of availability? What does Dusty may's exit from college basketball say about the current state of college sports? :30- In yesterday's Seahawks One Series, we were joined by Dan Viens from the Seahawks Forever podcast and we asked him what it about Julian Love's game that he admires most? :45- We close out a busy Tuesday show with one last thing! See omnystudio.com/listener for privacy information.
Send us Fan MailWhy does the intangible drilling cost deduction makes oil and gas investing so attractive for high-income earners? Faster write-offs and more control over timing. Learn about the rules, limits, and risks so you can weigh tax savings against real-world investment economics. • defining IDC versus tangible drilling costs with clear examples • why prepaid IDC can create a current-year deduction before a well produces • how working interest can make losses non-passive and usable against W-2 and other income • why Congress designed these incentives for domestic energy production and jobs • a $100,000 example showing how year-one deductions can translate into tax savings • the importance of binding drilling obligations, economic performance, and ethical operators • why you should not invest for tax savings alone • how oil and gas can complement real estate loss planning • future-year tax impact, profit timing, and the depletion allowance • state conformity differences, including California limits • potential constraints from AMT and the excess business loss limitation • year-end planning in Q4 and using deductions to target a better bracket If at any time you would like to get personalized insight on how this may apply to you and how we could help, I suggest you go to https://www.prosperalcpa.com/apply.
In high-stakes decision-making, waiting for more data is often not an option. Yet many data scientists assume that without a large dataset, meaningful analysis is impossible. The good news is that rigorous, quantitative analysis is possible with far less data than most data scientists realise - in some cases with just a single datapoint.In this Value Boost episode, Douglas Hubbard joins Dr Genevieve Hayes to share practical techniques from How to Measure Anything that data scientists can start using right now to support high-stakes decisions when observations are scarce and every data point counts.In this episode, you'll learn:Why a single observation reveals more than you think [01:58]How Laplace's Rule of Succession lets you estimate probabilities from tiny samples [08:25]The Rule of Five and what it reveals about small sample statistics [12:08]The simplest and most overlooked technique for reducing measurement uncertainty [14:07]Guest BioDouglas Hubbard is the founder and president of Hubbard Decision Research and the creator of Applied Information Economics. He has over 35 years' experience in management consulting focusing on the application of quantitative methods to decision making. He is also the author of How to Measure Anything: Finding the Value of Intangibles in Business and The Failure of Risk Management: Why It's Broken and How to Fix It.LinksHow to Measure Anything websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
Data scientists are trained to work with large datasets. But the decisions that truly make or break an organisation are rarely the ones with large datasets behind them. They are the high-stakes, one-off decisions made under significant uncertainty - and most data scientists have no framework for handling them.In this episode, Douglas Hubbard joins Dr Genevieve Hayes to share how combining techniques from statistics, economics and decision theory can help data scientists tackle the problems that matter most.In this episode, you'll discover:What Applied Information Economics is and how it works in practice [03:17]Why organisations are systematically measuring the wrong things [09:23]How the Lens Model can make expert judgment more reliable than the expert themselves [13:44]How AI can turbocharge the Applied Information Economics approach [21:10]Guest BioDouglas Hubbard is the founder and president of Hubbard Decision Research and the creator of Applied Information Economics. He has over 35 years' experience in management consulting focusing on the application of quantitative methods to decision making. He is also the author of How to Measure Anything: Finding the Value of Intangibles in Business and The Failure of Risk Management: Why It's Broken and How to Fix It.LinksHow to Measure Anything websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
It started in early October and are now at the finish line where a new Stanley Cup champion will be crowned within the next two weeks.The Carolina Hurricanes have marched into the Final requiring just 13 games to earn their spot while the Vegas Golden Knights have gotten stronger each round to take their place.Neil and Vic are once again joined by TSN's Craig Button for analysis and predictions as both franchises seek their second Stanley Cups.IN THIS EPISODE:[02:07] - Craig Button joins the show and dives right into the Stanley Cup Final whether Vegas might be more battle tested given their path to the championship series.[06:37] - The prospect of Carolina still being able to execute the relentless style of play against a Vegas team fresh off smothering the Presidents' Trophy-winning Avalanche.[10:19] - The areas that Craig and Neil see where both clubs could be exploited by the other.[14:52] - Intangibles. Something we might see by series end that isn't necessarily visible early on.[17:59] - The ongoing saga with the Golden Knights refusing to allow former head coach Bruce Cassidy to speak with other teams about a head coaching position while still under contract to the VGK for another season at 4.5 million.[23:28] - Updated standings and predictions among the three "experts" with some fun dropped in.[35:19] - The family of Claude Lemieux has announced that the former player's brain will be donated to the Boston University CTE Center for research. Lemieux died by suicide May 28, though the family has cautioned no conclusions should be drawn through their gesture.[37:18] - The passing of Dennis Hull May 30, brother of the "Golden Jet," Bobby Hull, his shot was perhaps the most feared of any player in the late '60's and early 70's.[38:42] - Stanley Cup Final schedule.X: https://twitter.com/NHLWraparoundNeil Smith: https://twitter.com/NYCNeilVic Morren: https://www.linkedin.com/in/vic-morren-7038737/NHL Wraparound Instagram: https://www.instagram.com/nhlwraparound/#NHLWraparound #NHLWraparound.com #ShortShifts #NYCentric #CelebritySeries #HallofFameEdition #StanleyCupdate #SummerCoolers #Smith'sPix #NeilSmith #VicMorren #NHL #SummerCoolers #AnaheimDucks # #BostonBruins #BuffaloSabres #CalgaryFlames #CarolinaHurricanes #ChicagoBlackhawks #ColoradoAvalanche #ColumbusBlueJackets #DallasStars #DetroitRedWings #EdmontonOilers #FloridaPanthers #LosAngelesKings #MinnesotaWild #MontrealCanadiens #NashvillePredators #NewJerseyDevils #NewYorkIslanders #NewYorkRangers #OttawaSenators #PhiladelphiaFlyers #PittsburghPenguins #StLouisBlues #SanJoseSharks #SeattleKraken #TampaBayLightning #TorontoMapleLeafs #UtahMammoth #VancouverCanucks #VegasGoldenKnights #WashingtonCapitals #WinnipegJets #CraigButton #TSN #ConnorMcDavid #TrippTracy #FrederikAndersen #CarterHart #DylanCoghlan #ScottWedgewood #CaleMakar #NathanMacKinnon #SamMalinski #BrettHowden #JakeEichel #MitchMarner #MarkStone #TaylorHall #JacksonBlake #LoganStankoven #SebastianAho #SethJarvis #AndreiSvechnikov #UsainBolt #PavelDorofeyev #BruceCassidy #KellyMcCrimmon #GeorgeMcPhee #GaryBettman #JohnTortorella #PeterPocklington #AlexanderOvechkin #JordanStaal #ConnSmytheTrophy #FrankPatrick #LesterPatrick #PrinceofWalesTrophy #HartTrophy #ClaudeLemieux #BostonUniversityCTECenter #JohnSaunders #DennisHull #BobbyHull #VicHadfield #SummitSeries1972 #JimMontgomery
Marty Hofmann is a successful entrepreneur who is passionate about helping others live intentional lives. He has been investing in real estate for over ten years, with over eighty transactions and a $13 million portfolio. Marty is also the host of the podcast "Kill Complacency", where he brings guests on to inspire intentional living. 0.00: Killing Complacency 4.00: Role models from growing up in a large family 9.00: Compatibility in marriage 12.00: Building a niche business (alpaca shearing) 16.00: The power of home schooling your kids 21.00: The impact of AI on humanity and managing technology with our kids 32.00: The power of goals and habits 36.00: Intangible goals (vs tangible) 43.00: Importance to not live vicariously through our kids 49.00: Importance in communication and "check ins" in marriage 1.00.00: What we wish we could tell our younger self Check out Marty's book "Killing Complacency": https://tinyurl.com/yc5j4bjj Learn more about https://www.martyhofmann.com/ Until next time, love and good vibes. Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI
JD reacts to the Vegas Golden Knights taking home ice-advantage in the Western Conference Finals. Dan Shulman, Blue Jays play-by-play voice, joins JD (7:00) to get into last night's Blue Jays must-win victory over the New York Yankees. They discuss when the Jays grace period is over, Trey Yesavage's stabilizing impact, and Vladimir Guerrero Jr.'s extended slump and mental fortitude. The show ends with 'What We Missed!' The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.
Bleav Host Robert Land asks Indiana Hoosiers Insider Shannon Griffith- who covers Indiana for Hoosiers.com & the Hoosier Football Tailgate podcast - about Texans 7th Round Pick LB Aiden Fisher. What makes him so special? How did tragedy change his life? Are his critiques fair? Today's Show is Presented by FanDuel! (00:30) Aiden goes from Zero Star to NFL Pick! (3:02) Did Tragic Backstory Drive Him? (5:21) Fisher's Intangibles? (8:38) Are critiques fair? Is athleticism & tackling issue? (10:42) Is Special Teams his shot? (12:49) Final Thoughts on Fisher (14:39) Hoosiers Win National Title Subscribe ️ Youtube, Spotify, Apple & iHeart X ️ https://x.com/HSTPodcast Facebook ️ https://www.facebook.com/HoustonSportsTalkPod Classic Houston Memories & History Playlist ️ https://www.youtube.com/playlist?list=PLP6kjM8cv81ruXBBvH-vfCxXPO0npG_OS Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us Fan Mail You've ticked all the boxes. The family, the career, the home. So why does life still feel quietly draining? This episode is for anyone who's been wondering if they're running out of time, when really, they might be running out of energy. Engineer-turned-coach Mary Guerdoux-Harries walks us through the four sources of energy that shape how alive we actually feel — physical, emotional, mental, and spiritual — and why the one most of us overlook is also the one that holds everything else together. Practical, grounded, and gently revealing. About the Guest: Mary Guerdoux-Harries is an ICF-accredited professional coach and the founder of Resonance Coaching, based in the south of France. After more than two decades in international engineering and tech organisations, she now works with women and leaders to help them understand and harness their energy across four dimensions so they can grow and thrive without burning out. Key Takeaways: We don't run out of time. We run out of energy. Most fatigue isn't a scheduling problem, it's an alignment problem. The four energy sources (physical, emotional, mental, spiritual) work like batteries. They charge and drain through everything you do, and they fuel each other. Spiritual energy isn't religious. It's the quiet knowing of what your values are and whether your day actually reflects them. Burnout often hides inside lives that "look fine on paper." Ticking boxes is not the same as feeling fulfilled. Small, value-aligned actions (starting a compost bin, buying a painting, taking a drawing class) can shift your energy more than another productivity hack ever will. Measuring your energy with tools like the ELI makes the intangible tangible, so you can finally see where you're depleted and what to feed. Wherever you are right now is exactly where you're meant to be. Healing starts with that acceptance. Connect With Mary: Website: https://www.resonance.coach (take the free Energy Profiler at the bottom of the homepage) Instagram: https://www.instagram.com/resonance_mary_guerdoux/ LinkedIn: https://fr.linkedin.com/in/mary-guerdoux-harries Facebook: https://www.facebook.com/MaryGuerdoux/ Email: mary@resonance.coach Episode Chapters: [00:00] The Question Behind Tiredness — what if it's not time you're running out of? [02:30] Meet Mary — engineer, coach, and the bridge between logic and energy [05:40] The Lockdown Reckoning — when ticking every box still felt hollow [10:20] The Four Energy Buckets — physical, emotional, mental, spiritual, and how they fuel each other [14:50] The Missing Bucket — why spiritual energy is the one most of us starve [19:30] Beauty, Compost, and Drawing Class — small shifts that change everything [24:10] Measuring the Intangible — the ELI and what it reveals about your life right now [28:40] Wherever You Are Is Where You're Meant to Be — the closing reframe (timestamps approx.) Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This episode is produced for educational and informational purposes only. All views expressed by the guest are their personal opinions alone and do not represent the views of the host or Healthy Mind by Avik™. The Network does not verify, endorse, or assume responsibility for any guest statements. Nothing in this episode constitutes medical, legal, financial, or professional advice, please consult a qualified professional before making any decisions. Listeners are encouraged to engage critically and independently with all content do not consume blindly. Use this content as a starting point for your own reflection and research, not as a substitute for professional guidance. Third-party content is referenced under fair use for informational purposes only. Guest speakers are solely responsible for their own statements. If you have concerns about any content, please contact us here. By listening, you acknowledge and accept this disclaimer in full. Read detailed disclaimer here. Healthy Mind By Avik™ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty, storyteller, survivor, and wellness advocate. With over 6500+ episodes and 200K+ global listeners, we unite voices, break stigma, and build a world where every story matters. Subscribe and be part of this healing journey. Brand: Healthy Mind By Avik™ | Email: https://www.podhub.club/contact | Website: https://www.podhub.club | Based in: India & USA Listen to all podcast shows: https://www.podhub.club/podcastnetwork | Be a guest: https://www.podhub.club/beaguest | Newsletter: https://healthymindbyavik.substack.com/ #podmatch #healthymindbyavik #podhub.club #EnergyLeadership #BurnoutRecovery #WorkingMoms #CoreEnergyCoaching #MentalWellness #SpiritualEnergy #PurposeDrivenLife #FemaleLeadership #HealthyMindHealthyLife #VitalityCoach #ICFCoach #SustainableSuccess #InnerAlignment Support the show Want to Be a Guest on Healthy Mind, Healthy Life?
In the second part of our series about Mexico's UNESCO Intangible Cultural Heritage, we dive deeper into some of the country's most fascinating traditions and cultural expressions. We talk about the Totonac Indigenous Arts Center in Veracruz, the world of charros and charrería, the famous Talavera pottery of Puebla, romantic bolero music, and massive community celebrations like the Romería of the Virgin of Zapopan and the Passion of Christ reenactment in Iztapalapa. Along the way, we share personal stories, cultural observations, and the things that surprised us most while learning about these traditions, helping you better understand the diversity and richness of Mexican culture.Key Takeaways:Learn about several of Mexico's UNESCO-recognized intangible cultural traditions and why they are culturally important.Discover how traditions like charrería, Talavera, and bolero music continue to be preserved and passed down through generations.Explore how religion, community, music, craftsmanship, and indigenous knowledge all play an important role in Mexican identity.Links And Additional Resources:318 – México Vivo: Los Trece Patrimonios Inmateriales de la UNESCO Parte I | Mexico Alive: The Thirteen Intangible Cultural Heritage Sites of UNESCO, Part I317 – ¿Qué es la UNESCO y Por qué Importa Cuando Viajamos? | What is UNESCO and Why Does it Matter When We Travel?Level up your Spanish with our Podcast MembershipGet the full transcript of each episode so you don't miss a wordListen to an extended breakdown section in English going over the most important words and phrasesTest your comprehension with a multiple choice quiz✈️ Join La Escala, our online Spanish and Go community for Spanish learners who want more practice, structure, and connection. Annual plans include 2 months free.
When Joan Ryan stepped into the locker room to conduct her first post-game interview as a sports journalist, she was all but kicked out by the players. Feeling both unwelcome and undeterred, she made a firm decision to stick around and make a name for herself as one of the first female sports columnists in the country.Intrigued by the concept of team chemistry, Joan wrote Intangibles, where she shares what team chemistry really is, how to identify it, and how to use it to elevate the performance of any entity, from sports to businesses and beyond. In this revisited episode, Joan and Dart explore the hidden forces behind great teams, why chemistry matters more than most people think, and how human connection can elevate performance.Joan Ryan is an award-winning journalist, speaker, author, and media consultant with the San Francisco Giants. Her work has been featured on Oprah, 60 Minutes, the Today Show, People magazine, the New Yorker, the New York Times, and Time Magazine.In this episode, Dart and Joan discuss:- Whether or not team chemistry exists- How team chemistry elevates performance- The neurophysiology of human connection- The essential archetypes within team chemistry- Connecting over emotions vs. connecting over a shared task- How chemistry and skills affect the likelihood of team success- Using an intangible concept to create tangible results- And other topics…Joan Ryan is an award-winning journalist, speaker, author, and media consultant with the San Francisco Giants. She pioneered sports journalism as one of the first female sports columnists in the country; her work has earned 13 Associated Press Sports Editors Awards, the Women's Sports Foundation's Journalism Award, and the Edgar A. Poe Award from the White House Correspondents Association, among others.As an author, Joan has been featured on Oprah, 60 Minutes, the Today Show, People magazine, the New Yorker, the New York Times, and Time Magazine. Her expansive career inspired her book, Intangibles: Unlocking the Science and Soul of Team Chemistry, which draws from hundreds of interviews to understand the phenomenon known as team chemistry.Resources mentioned:Intangibles, by Joan Ryan: https://www.amazon.com/Intangibles-Unlocking-Science-Soul-Chemistry/dp/B086KJFGBWOrganizing Genius, by Warren Bennis and Patricia Ward Biederman: https://www.amazon.com/Organizing-Genius-Secrets-Creative-Collaboration/dp/0201339897Connect with Joan:LinkedIn: https://www.linkedin.com/in/joan-ryan-intangibles/Work with Dart:Dart is the CEO and co-founder of the work design firm 11fold. Build work that makes employees feel alive, connected to their work, and focused on what's most important to the business. Book a call at 11fold.com.
Kai Wu is the founder and chief investment officer of Sparkline Capital, a former GMO and Harvard-trained investor whose pioneering research on intangible assets — intellectual property, brand equity, human capital, and network effects — is redefining how value investors measure what companies are truly worth.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off (25% off Thursday, May 7th to Thursday, May 14th): https://fiscal.ai/talkingbillions/3:00 – Kai's upbringing: father a doctor, mother an artist; studied economics at Harvard with a liberal arts mindset across disciplines5:00 – Walking into GMO during the financial crisis; mentorship under Jeremy Grantham; traveling to Sydney, London, Berkeley to expand the firm's forecasting7:00 – Founding Sparkline Capital: "I'm a builder" — intellectual independence to pursue research others wouldn't, including early work on large language models in 201910:00 – The balance sheet as an incomplete map: why traditional metrics miss the majority of corporate value in today's economy11:00 – "Black sheep" identity: too growth-oriented for value circles, too value-sensitive for growth investors; bridging both camps14:00 – The four pillars of intangible value: intellectual property, brand equity, human capital, network effects — "the dark matter of finance"18:00 – Why capitalizing R&D spending doesn't solve the problem; moving from historical cost to measuring the actual asset created using alternative data and AI22:00 – Two economies: tangible ground-level operations vs. intangible businesses that scale globally with minimal physical footprint27:00 – Reframing Buffett: only 8% of Berkshire investments purchased below book value; three eras from industrial to consumer (Coca-Cola) to tech (Apple)34:00 – AI: bullish on the technology, cautious on the investment; capital cycle parallels to the dot-com boom and railroad era38:00 – Who wins tech revolutions: not the infrastructure builders but the users — Google, Amazon, Netflix won the internet, not the telecom companies42:00 – AI financial analysts: excels at rote tasks, lacks senior judgment; Claude Code now replacing junior analyst work47:00 – Jobs will transform, not disappear: 60% of today's jobs didn't exist in the 1940s; speed of change matters most54:00 – No single factor wins: "the more factors I can consider, the less blind spots I have"56:00 – Success defined as intellectual freedom, not money or famePodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Jacob sits down for a fantastic conversation with author and analyst Dror Poleg to explore how AI is reshaping work, value, and the economy. They unpack why AI is better understood as a medium than a tool, what the shift from tangible to intangible assets means for investors, and why the dynamics of show business now govern every industry - from oil to politics.--Timestamps:(00:00) - Introooo(01:27) - Twitter and the Text Commons(04:16) - AI Metaphors Tool or Medium(07:58) - How LLMs Actually Think(16:04) - Analog to Digital Generations(17:39) - Work Capital and Interchangeability(23:39) - OnlyFans Economy and Discovery(28:18) - Nonlinear Economy Tangible vs Intangible(35:45) - Is This Universal China Too(37:43) - China Fears Volatility(38:11) - COVID Strategy Contrast(40:39) - Censorship Arms Race(42:05) - AI Slips Control(43:09) - Energy Limits Return(44:52) - Automation And Work(47:22) - All Swans Black(52:36) - Politics Need New Story(57:50) - Cities For New Economy(01:03:18) - Warp Speed Government(01:05:00) - Israel Modern War Paradox(01:12:18) - Closing And Credits--Referenced in the Show:Dror Poleg's Site and piece referenced - https://www.drorpoleg.com/forty-in-quarantine/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
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Tom Duncan and Sara Shea continue their journey through Season 1 of The West Wing, this time with episode 1.22 - the first season finale. We are joined by friend of the show, Klarissa Beckstead (I've Seen That One podcast). In this episode, Sara is given a difficult choice, our intrepid hosts grade The West Wing - Season 1, and they pick what's to come next for Season 2.Chapters:00:00 Introduction02:45 Recap of Season One and Episode 22 of The West Wing05:59 Emotional Reactions to the Season Finale08:52 Character Development and Plot Predictions11:48 Political Themes and Real-World Parallels14:45 Interpersonal Relationships and Character Dynamics17:47 Discussion on the Iraqi Plotline20:52 Reflections on Historical Context and Relevance26:12 Character Favorites and Dynamics28:42 Exploring Toby's Depth and Complexity29:44 Emotional Resonance of Space Tragedies31:34 Cliffhangers and Viewer Reactions33:44 Anticipation for Future Episodes39:39 Navigating Choices, Decisions, and Chaos48:39 Overview of Season Ratings and Rankings51:33 Acting Performance Evaluation54:33 Writing Quality Assessment57:36 Intangibles and Emotional Impact01:00:35 Cinematography and Visual Presentation01:03:30 Narrative Structure and Cohesion01:06:34 Character Development and Dynamics01:20:27 Character Development and Mistakes01:22:41 Ratings and Expectations for Season One01:25:03 Editing and Pacing in Aaron Sorkin's Work01:28:15 Final Thoughts on Season One Ratings01:29:30 Choosing the Next Show: Options and Decisions01:41:27 Deciding on 'The Good Wife' for Next SeasonKeywords:The West Wing, TV analysis, character development, political drama, episode review, emotional impact, storytelling, season one, character analysis, show notes, TV show analysis, binge-watching, season finale, show grading, streaming options
Vrabel makes his way back to the Patriots amid the chaos of his cheating scandal; his QB Drake Maye was asked his thoughts on the situation and the gang has fun poking at his response. Brittney reveals her reaction to the Dolphins picking Kadyn Proctor; and then the gang discuss how they are slowly getting over not getting Bain and are excited to see what Proctor can do. The silly sauce is in full effect in the last segment after Tobin shares a video of Punxsutawney Phil and his keepers throwing the first pitch at the Pirates game; let just say it is very INTANGIBLES!
1 - There's a Gold Mine in the Sky - Larry Cotton with Horace Heidt and his Brigadiers – 19372 - Cash for Your Trash - Fats Waller and his Rhythm - 19413 - Maldito Dinero (Damn Money) - Pastora Soler – 19444 - Precious Little One - Vincent Calendo with the Jimmy Carr Orchestra - 19355 - Precious - Austin Young, Charles Gaylord, and Jack Fulton with Paul Whiteman and his Orchestra – 19266 - Love Is a Fortune - Jesse Powell Orchestra with Fluffy Hunter – 19527 - Coral Isle - Ray Kinney and his Royal Hawaiians - 19388 - Ruby - Cousin Emmy and her Kinfolk - 19469 - Two Little Ruby Rings - Paul Whiteman and his Orchestra – 192210 - Hi-Yo Silver - Bon Bon with Jan Savitt and his Top Hatters - 193811 – Hello Prosperity – Irving Kaufman – 192212 - Salud, Dinero Y Amor (Health, Wealth and Love) - Juan Vicari – 194613 - Big Blue Diamonds - Red Perkins – 195014 – The Crown Diamonds Overture - The Grosvenor Orchestra – 192415 - The Gold Ring, Haste to the Wedding - Paddy Killoran – 1937
In the tumultuous election cycle of 2019-2020, Alexandra Pelosi once again travelled the country to take Uncle Sam's temperature. So far, so typical. But the movie she emerged with, AMERICAN SELFIE: ONE NATION SHOOTS HERSELF (2020), ended up being her darkest, bleakest vision yet. PLUS: Luke sings the praises of James Joyce's Ulysses! PATREON-EXCLUSIVE EPISODE - https://www.patreon.com/posts/705-filling-with-155264651
On episode 276 of the Atlantic City Podcast, Kyle and Craig discuss the Soar & Shore Airshow moving to May this year, say if they’d rather be in AC for the... Read more »
In this inaugural episode of our new show, The Intangible Economy with Kai Wu, we explore how AI, intangible assets, and unprecedented capital investment are reshaping the future of markets. Michael Mauboussin joins Kai to break down why today's AI expectations may be historically unmatched—and what that means for investors trying to assess risk, returns, and who ultimately captures value.Subscribe on SpotifySubscribe on AppleThe conversation moves from base rates and AI growth expectations to competitive dynamics, capital cycles, and the fundamental shift toward intangible-driven business models that are changing how we think about valuation, moats, and market structure.Papers and Resources Discussed:Bayes and Base Rates: How History Can Guide Our Assessment of the Futurehttps://www.morganstanley.com/im/en-us/institutional-investor/insights/consilient-observer/bayes-and-base-rates.htmlThe Impact of Intangibles on Base Rateshttps://www.morganstanley.com/im/publication/insights/articles/article_theimpactofintangiblesonbaserates.pdfMeasuring the Moat: Assessing the Magnitude and Sustainability of Value Creationhttps://www.morganstanley.com/im/publication/insights/articles/article_measuringthemoat.pdfOne Job: Expectations and the Role of Intangible Investmentshttps://www.morganstanley.com/im/publication/insights/articles/article_onejob.pdfCapitalism Without Capital: The Rise of the Intangible Economyhttps://books.google.com/books/about/Capitalism_without_Capital.html?id=J3SYDwAAQBAJA Better Estimate of Internally Generated Intangible Capitalhttps://pubsonline.informs.org/doi/10.1287/mnsc.2022.01703Underestimating the Red Queen: Measuring Growth and Maintenance Investmentshttps://www.morganstanley.com/im/publication/insights/articles/article_underestimatingtheredqueen.pdfExplaining the Recent Failure of Value Investinghttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=3442539Guest Links:Michael Mauboussin TwitterTopics Covered:Why OpenAI's projected growth would be unprecedented in market historyHow base rates provide a reality check on AI expectationsThe role of diffusion models and adoption curves in forecasting technologyWhy massive capital investment in AI may follow past boom-bust cyclesLessons from large-scale infrastructure projects and why timelines breakHow intangible assets change the distribution of business outcomesThe rise of “fat tails” and why more companies now massively win or failWho captures value in AI across the stack from chips to applicationsWhy competition may drive AI profits toward consumers, not producersHow accounting distorts intangible investment and misleads investorsTimestamps:00:00 Intro and OpenAI growth expectations vs historical base rates04:32 Why no company has ever achieved 100%+ sustained growth at scale08:47 Lessons from megaprojects and AI infrastructure buildouts13:18 Intangible assets and why outcomes now have fatter tails18:36 Why big tech is growing faster than historical precedents23:52 Where value accrues in AI and why consumers may benefit most28:21 Barriers to entry in AI including capital, talent, and scale32:47 The risk of overinvestment and historical parallels to past bubbles37:26 Game theory and competitive signaling in AI capital spending41:58 Why investment returns—not “asset light” narratives—drive value46:12 How accounting fails to capture intangible investment properly50:44 Breaking down SG&A into maintenance vs investment spending55:03 Why understanding reinvestment and ROI is the core investing skill59:18 Final thoughts on uncertainty, expectations, and base rates in AI
JD and theScore's Joseph Casciaro dig into the excitement of Scottie Barnes the point guard, make arguments for and against RJ Barrett to be a part of the Raptors long-term future, and talk about Brandon Ingram's first season with the Raptors. JD and Joseph then discuss Shai Gilgeous-Alexander and the lingering conversation about officiating, plus NBA expansion on the horizon. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.
In the first hour of the show: - Marlins streaking, winning the first 3 games of the season. - Heat outpaced by Indiana - UCONN, Michigan advance to the Final 4 - Panthers lose to the Rangers
Why do so many Christians spend their lives in the pursuit of the blessings of God, yet seldom do they pause to understand The Kingdom of God itself?Jesus invites us to seek something far greater than benefit. He calls us to seek thorough awareness of The Kingdom of Heaven itself.Why?Because when The Kingdom becomes the priority, everything else of value will find its way to you. Though there will be time involved, this is a guarantee from Christ The King Himself. The Kingdom is never a religious idea nor a religion.The Kingdom is the sovereign rule of The King of Life over all who yield willingly to His reign.And when He truly reigns in a life, something remarkable begins to burgeon in and through that life.Anxiety will lose its grip.Peace will sit on the throne of your life. Intangible and tangible supplies will make their way to you from unexpected sources that you never realized that God had already prepared for you.
This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Drawing on Michael Mauboussin's work, the conversation challenges conventional ideas like mean reversion and highlights why a small number of companies drive most stock market returns—and what that means for portfolio construction.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Available now on Excess Returns Podcast and Talking Billions.
Scott Mason talks with Joe Blewett of Jetsxfactor about the All-22 film of new Jets safety Minkah Fitzpatrick! Joe discusses: -How Fitzpatrick has been used -Strengths and weaknesses -Intangibles that stick out on tape -Fit in the new look Jets defense And much more! Check out the Play Like A Jet store and get your "Play Like A Jet" logo shirt RIGHT NOW! Hoodies, hats, mugs, etc.....also available! https://www.teepublic.com/t-shirt/19770068-play-like-a-jet-logo-shirt?store_id=717242 To advertise on Play Like A Jet, please contact: Justin@Brokencontrollermedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices
While discussing sports the Tobin & Leroy show got into survival conversation vs a Bear. Who can stand a chance if Bear was present? Why is it that Intangibles loves paly with wild animals/
Subscribe to the 100 Year Thinkers of SpotifySubscribe to the 100 Year Thinkers of AppleIn this episode of our new show, 100 Year Thinkers, Robert Hagstrom and Chris Mayer explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Applying the work of Michael Mauboussin, the conversation challenges conventional ideas like mean reversion and highlights why a small number of companies drive most stock market returns—and what that means for portfolio construction.This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. The conversation challenges conventional ideas like mean reversion and highlights why a small number of companies drive most stock market returns—and what that means for portfolio construction.Topics covered• Why markets are driven by extreme outcomes and power laws, not averages• The Best & Bessembinder research showing a handful of stocks create most wealth• Base rates vs outliers and when to trust historical probabilities• Why the 100 bagger framework focuses on studying winners, not predicting them• Portfolio construction as a way to capture asymmetric upside• Buffett's approach to consistency, durability, and long-term operating history• Inside view vs outside view and how narratives distort investing decisions• Why AI may be breaking traditional base rate assumptions in software and tech• The limits of mean reversion and why it can lead investors astray• Return on invested capital and how competition erodes excess returns over time• Identifying durable moats and why most advantages eventually get attacked• Winner-take-all dynamics and how they shape long-term investing outcomes• The twin engines of returns: earnings growth and multiple expansion• Return on incremental capital as a key driver of long-term compounding• Intangible assets and why accounting understates true business value• Amazon as a case study in misunderstood profitability and reinvestment• AI CapEx cycle and why current spending may not be sustainable long term• Why great businesses matter more than great management in long-term investingTimestamps00:00 Why extreme outcomes drive stock market returns01:00 Base rates vs studying 100 baggers03:00 Power laws and why markets are a game of outliers05:00 Just 46 companies created half of all market wealth07:00 Buffett on consistency and long-term operating history10:00 How to think about base rates in AI, energy, and macro cycles12:00 Does AI invalidate historical base rates?15:00 Inside view vs outside view in investment decision making19:00 Buffett's “certainty at a discount” framework23:00 How often investors should evaluate businesses vs prices29:00 Mean reversion myths and where it breaks down33:00 Return on invested capital and competitive pressure36:00 Moats, winner-take-all markets, and long-term dominance41:00 Twin engines of compounding: growth plus multiple expansion43:00 Return on incremental capital and forecasting future returns47:00 Intangibles and why accounting distorts real business value50:00 Amazon, CapEx cycles, and hidden profitability53:00 AI infrastructure buildout and the future of returns
In this solo episode of the Thriving Authors Podcast, I'm delving into why I titled my book Your Book Matters and why this is something I believe so deeply.A wonderful listener emailed me in response to a podcast episode where I mentioned my, at the time, soon-to-be-released book title. They shared that most books don't actually matter – that with a creative pursuit you're the only one it matters to, otherwise you're setting yourself up for major disappointment. Listen in as I respond with:How I see this as a "yes and" situation.Why it's important to focus on the reasons that your book matters to yourself.Why I firmly believe your book will matter to other people.How knowing what motivates you allows you to design the best accountability system for yourself.Intangible ways that we can measure our success and impact on others.My dear friend, I want to assure you–now, more than ever, your writing matters. Telling your stories is a brave act. Sharing your perspective is mighty. Your ideas, your thoughts, your words–they might be the very lifeline someone else is desperately waiting for. If nothing else, carving out time for your writing is important because it sustains your own soul. Let it be an escape. Let it fill up your inner well. Let it connect you to the deepest, truest part of yourself–rejuvenating your energy to care for others and fight important battles out in the world.Ready to write your dang book!? Join my Thriving Authors Academy before we start April 6th! Find all the details at thrivingauthorsacademy.com
A creative vision is only as good as its execution. As the Vice President of Creative at Agency EA, Joanna Badamo leads the teams behind major experiential programs for brands like Samsung, Hilton, and Molson Coors. Joanna joins the show to discuss how to lead creative teams in fast-moving environments and the art of translating high-level brand strategy into physical experiences that actually work. What You'll Learn in This Episode How software-based companies can create tactile connections with an audience separated by screens The essential building blocks for moving a digital-first brand into a physical environment Why small curated moments are often more impactful than grand spectacles How to leverage AI as a wheel greaser for creative teams rather than an end result The shift from monologue-centered branding to creating multidimensional ecosystems of interaction Episode Chapters (00:00) Intro (01:36) Moving from sports marketing to the experiential side (03:24) Making intangible software brands feel real (05:17) The building blocks of a physical brand presence (08:12) Creating environments that transport and immerse (12:52) Measuring success and collecting strategic data (16:19) Finding creativity within real-world constraints (21:34) AI as an ally and facilitator for creative teams (25:11) A brand that made Joanna smile About Joanna Badamo Joanna Badamo is the Vice President of Creative at Agency EA, where she leads teams responsible for developing creative concepts and digital solutions for major experiential brand programs. With over a decade of experience spanning creative strategy and event account management, she brings a balanced approach to designing experiences for global brands including Samsung, Hilton, and Molson Coors. Her work focuses on the belief that the best brand moments thoughtfully balance high-level vision with functional, real-world execution. What Brand Has Made Joanna Smile Recently? Joanna highlighted the unhinged brilliance of Duolingo, noting how the brand's "mind sorcery" and relatable TikTok presence create a deep sense of connection and obligation. She also pointed to a clever, cheeky Super Bowl activation by Aldi featuring Lewis Capaldi, which proved that an experience doesn't need to be over-produced to be special and memorable. Resources & Links Connect with Joanna on LinkedIn. Check out the Agency EA website. Listen & Support the Show Watch or listen on Apple Podcasts, Spotify, YouTube, Amazon/Audible, TuneIn, and iHeart. Rate and review on Apple Podcasts and Spotify to help others find the show. Share this episode — email a friend or colleague this episode. Sign up for my free Story Strategies newsletter for branding and storytelling tips. On Brand is a part of the Marketing Podcast Network. Until next week, I'll see you on the Internet! Learn more about your ad choices. Visit megaphone.fm/adchoices
In hour 2 of the show: - Kevin Durant talks abut the new NBA All Star Game - Heat Might've of found their Point Guard - Thursday mix Bag
UPDATE: I have decided to start anew on Instagram. Follow me @thepaulsalter for your daily dose of high-performance wisdom, insights, and actions. In this episode, I sit down with Scott Fawcett for our third conversation—and this one goes far beyond strategy charts and strokes gained. We dig into what actually separates golfers who want to play good golf from those who are genuinely committed to winning. Scott shares unfiltered insights from working with elite players, his own experiences chasing professional golf, and the uncomfortable psychological traits that show up at the highest levels of performance. We explore obsession, selfishness, loving nerves, emotional regulation, meditation, and the hard truth that elite success often requires becoming someone most people are unwilling—or unable—to be. This conversation also weaves into life, parenting, money, identity, and how meditation and awareness prepare you for the inevitable storms both on and off the course. This is a raw, wide-ranging discussion about excellence, suffering, fulfillment, and what it really costs to pursue greatness. In this episode, you'll learn: The real mental difference between wanting to play well and being committed to winning Why elite golfers fall in love with monotony and repetition How "loving nerves" becomes a competitive advantage Why being "too nice" can quietly cap your potential How meditation builds emotional regulation under pressure Why reframing thoughts—not eliminating them—is the real work How defining success incorrectly sabotages long-term fulfillment Get your pencils ready and start listening. P.S. Check out episode 66 and episode 88 for my past conversations with Scott. P.P.S. Curious to learn more about the results my clients are experiencing and what they say about working with me? Read more here. Apply for 1-1 Mindset and Performance Coaching: Click here to apply to work with me. More About Scott Fawcett Scott Fawcett created the revolutionary DECADE Golf System, a data-driven course management strategy that has transformed how golfers at all levels approach the game. With three degrees in mathematics, a background in professional golf, and a passion for poker, Scott has combined statistical analysis with real-world performance insights to help players make smarter decisions and lower their scores. His DECADE system has been used by top PGA Tour pros, including Bryson DeChambeau and Will Zalatoris, as well as collegiate and amateur golfers seeking a strategic edge. Scott's journey includes playing collegiate golf at Texas A&M, competing professionally on mini-tours, and applying his deep understanding of analytics to optimize shot selection and on-course strategy. Learn more about Scott and Decade Golf here. Play to Your Potential On (and Off) the Course Schedule a Mindset Coaching Discovery Call Subscribe to the More Pars than Bogeys Newsletter Download my "Play Your Best Round" free hypnosis audio recording. High-Performance Hypnotherapy and Mindset Coaching Paul Salter - known as The Golf Hypnotherapist - is a High-Performance Hypnotherapist and Mindset Coach who leverages hypnosis and powerful subconscious reprogramming techniques to help golfers of all ages and skill levels overcome the mental hazards of their minds so they can shoot lower scores and play to their potential. He has over 16 years of coaching experience working with high performers in various industries, helping them get unstuck, out of their own way, and unlock their full potential. Click here to learn more about how high-performance hypnotherapy and mindset coaching can help you get out of your own way and play to your potential on (and off) the course. Instagram: @thepaulsalter Key Takeaways: Elite performers are wired to embrace monotony and obsessive repetition. Wanting to eliminate nerves is a losing strategy; learning to love them is essential. Being nice and being kind are not the same—and niceness often limits success. Winning requires emotional regulation, not emotional suppression. Thoughts only gain power when you attach to them and rehearse them. Meditation trains awareness that transfers directly into performance under pressure. Fulfillment comes from meaningful pursuit, not chasing pleasure or avoiding discomfort. Key Quotes: "Elite players don't try to get rid of nerves—they learn to love them." "You can't force yourself to be ruthless if it's not how you're wired." "Thoughts are just thoughts until you give them power." "If you don't meditate, you're probably meditating—just on the wrong things." "Winning isn't about outcomes; it's about getting one percent better every day." "Life is messy—and if it's not messy, it's lonely." "You're not the thinker of your thoughts; you're the observer of them." Time Stamps: 00:00: The Mental Game of Golf: Commitment vs. Desire 02:58: The Obsession with Monotony and Selfishness in Golf 05:48: Embracing Nerves: The Emotional Landscape of Winning 08:40: The Balance of Kindness and Ruthlessness in Success 11:24: Redefining Winning: Competing with Yourself 14:25: The Pursuit of Meaningful Happiness 17:30: Understanding Regret and Future Decisions 20:15: Navigating Life's Challenges and Growth 22:55: The Importance of Presence and Awareness 26:05: Meditation: A Tool for Clarity and Control 28:48: Thoughts and Their Power: The Nature of Mindfulness 31:35: The Inevitable Messiness of Life 34:26: Self-Awareness and Critical Thinking for Fulfillment 37:22: Integrating Meditation into Daily Life 40:01: The Journey of Learning and Unlearning 43:13: Final Thoughts: The Power of Thoughts
Is your medical sales interview strategy falling flat?In this episode of Medical Sales U, I sit down with Nate Yohe, a Regional Sales Director at Boston Scientific with over 20 years of experience in Interventional Cardiology. Nate pulls back the curtain on what hiring managers are actually looking for when they ask about your 5-year plan and how to demonstrate "grit" without sounding rehearsed.Whether you are a nurse looking to transition into a Clinical Specialist role, an associate rep aiming for a Territory Manager position, or an experienced sales pro considering leadership, this deep dive into the culture of one of healthcare's most innovative companies is a must-watch.What You'll Learn: * The "Intangible" Factor: Why integrity, motor, and grit beat a perfect resume every time. * The 5-Year Plan Trap: How to answer the "Where do you see yourself?" question to show you're a high-performer. * Clinical vs. Associate Roles: Breaking down the career paths for nurses, teachers, and sales reps. * Leadership Habits: Nate's 4:45 AM routine and how he manages a multi-state team of 13. * The Future of Interventional Cardiology: Why innovation in minimally invasive procedures is exploding.Timestamps:0:00 – Introduction: Meet Nate Yohe (Boston Scientific)1:41 – The Structure of a High-Performing Sales Team3:24 – Why Great Leaders Want You to Outgrow Your Role4:36 – Interview Secrets: Testing for Integrity and Grit8:53 – Dealing with Adversity: The STAR Response11:42 – Why "The Feel" of an Interview Matters12:51 – Career Paths: From Nursing and Law to MedTech15:47 – Leadership Habits: Productivity and 4:45 AM Wake-Ups19:45 – Should You Move into Management? The "Why" Test22:52 – Innovation in Interventional Cardiology25:04 – Nate's #1 Advice for Breaking into Medical Sales Resources & Links:Connect with Nate Yohe on LinkedIn: https://www.linkedin.com/in/nate-yohe-429b671 READY TO BREAK INTO MEDICAL SALES? We help professionals transition into top-tier medical sales roles: medicalsalesu.com/#MedicalSales #BostonScientific #InterventionalCardiology #SalesInterview #CareerGrowth #MedicalDeviceSales #HiringInsights #SalesLeadership
Many of us approach fasting from a place of sacrifice—What do I have to let go of?But in this episode, we flip the question.On day 19 of the Seek Fast, we explore what becomes possible when you shift your focus to what you're gaining: time, clarity, closeness with God, deeper family connection, healthy boundaries, and realignment with purpose.This episode is about witnessing healing in real time, seeing community come alive, and remembering exactly why Vivalife exists—to support loving, harmonious, and healed lives.Share, like, and follow this Vivalife SPF ME podcast on Spotify/Amazon,/Google platformsVivaLife SPF ME • A podcast on Spotify for PodcastersSubscribe to our YouTube: https://www.youtube.com/@vivalifespfmeClick the link below to join our mailing list, events, and experienceshttps://www.vivalifespfme.com/dr-kelly-o-md-linktreeBook Dr. Kelly O., MD: https://drkellyomd.com/book-for-an-eventBuy your journal: https://vivalifespfme.com/vivalife-spfme-product-details/product/67ef31d160ab281de2e01b05We can't be erased, T-shirt & Hat! https://vivalifespfme.com/vivalife-spfme-product-details/product/67da338b44eafa3985031064/#Affirmation #365DaysofAffirmation #VivalifeSPFMEPodcast #VivalifeSPFME #VivalifeHealthHUB #DrKellyOMD
In hour 2 of the show: - Now that the Dolphins have hired a new GM and head Coach, what will they do with the QB position? - More Tobin hating Mike McDaniel for being named the OC to Justin Herbert and Los Angeles Chargers - Why does everyone want to fight Heat guard Pelle Larssen - Mix Bag
The 94 WIP Morning Show discusses Jalen Hurts' performance in the final seconds of the game. Is Hurts limited or is the offense limiting him?
This episode dives into the intangibles of volleyball — the non-skill, non-system factors that directly impact game play, lineup decisions, and winning. We break down the habits, awareness, and behaviours that coaches need to be aware of but don't always explicitly coach, and why they matter so much on match day. Some things we cover are: Being surprised on the court Coming down from the block Switching Setter Coverage Screening Communication Engaging with the Ref Attention to detail from athletes And a few more key concepts Click here to join Digital Volleyball Acacdemy - www.digitalvolleyballacademy.com Click here to join my workshop - www.volleyballworkshop.com Reach out via Instagram @BrianSingh_CoachB