Podcasts about Intangibles

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Best podcasts about Intangibles

Latest podcast episodes about Intangibles

Enter the Lionheart
#227 – Marty Hofmann: Killing Complacency & Living an Intentional Life

Enter the Lionheart

Play Episode Listen Later May 28, 2026 64:05


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

The JD Bunkis Podcast
The Jays Shift in Tone + Yesavage Intangibles w/ Dan Shulman + Welcome to the OKC Hate Bandwagon

The JD Bunkis Podcast

Play Episode Listen Later May 21, 2026 49:24


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.

Houston Sports Talk
Is LB Aiden Fisher 7th RD Steal? | Indiana Hoosiers Insider Analyzes Texans Pick!

Houston Sports Talk

Play Episode Listen Later May 19, 2026 16:43


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.

Learn Spanish and Go
México Vivo: Los Trece Patrimonios Inmateriales de la UNESCO Parte II - Mexico Alive: The Thirteen Intangible Cultural Heritage Sites of UNESCO, Part II

Learn Spanish and Go

Play Episode Listen Later May 12, 2026 26:31


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.

Work For Humans
Team Chemistry: The Intangible Forces That Make Teams Win | Joan Ryan, Revisited

Work For Humans

Play Episode Listen Later May 12, 2026 66:15


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.

Talking Billions with Bogumil Baranowski
Kai Wu: Intangible Assets: The Dark Matter of Finance — The Invisible Forces Driving Company Value Why the Balance Sheet Misses Most of What Makes a Business Worth Owning

Talking Billions with Bogumil Baranowski

Play Episode Listen Later May 11, 2026 65:37


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.

Cognitive Dissidents
Warp Speed for Everything

Cognitive Dissidents

Play Episode Listen Later May 6, 2026 73:49


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.--

Learn Spanish and Go
México Vivo: Los Trece Patrimonios Inmateriales de la UNESCO Parte I | Mexico Alive: The Thirteen Intangible Cultural Heritage Sites of UNESCO, Part I

Learn Spanish and Go

Play Episode Listen Later May 5, 2026 29:44


✈️ 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.

Greatest Movie Of All-Time
First Watch / Rewatch - Ep. 8 (The West Wing 1.22)

Greatest Movie Of All-Time

Play Episode Listen Later May 3, 2026 103:25


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

Tobin, Beast & Leroy
(HR4) From Scandals to Silly Sauce: Vrabel, Proctor & a Wild First Pitch

Tobin, Beast & Leroy

Play Episode Listen Later Apr 30, 2026 41:42


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!

Copymelo
Beneficios Tangibles Vs. Beneficios Intangibles

Copymelo

Play Episode Listen Later Apr 28, 2026 1:56


Esta es la diferencia entre aplicar beneficios tangibles y beneficios intangibles para ser mucho más persuasivo con tu copy. Pero antes, recuerda que, si todavía no te has apuntado, puedes unirte ahora mismo a la lista de correo Press Start y recibir cada día un nuevo consejo de ventas

Round the World With Cracklin Jane
The Intangible Treasure

Round the World With Cracklin Jane

Play Episode Listen Later Apr 27, 2026 59:00


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

Michael and Us
PREVIEW - #705 - Filling the Intangible With the Tangible

Michael and Us

Play Episode Listen Later Apr 10, 2026 4:59


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

Due For A Win: Atlantic City and Casino Biz Podcast
DFAW #276: Intangible Monetization

Due For A Win: Atlantic City and Casino Biz Podcast

Play Episode Listen Later Apr 3, 2026 38:35


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 »

Excess Returns
Michael Mauboussin | AI, Base Rates, and Investing in the New Economy

Excess Returns

Play Episode Listen Later Apr 2, 2026 61:44


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

The JD Bunkis Podcast
Hour 2: The Jays Big Intangible + Point Guard Barnes w/ Joseph Casciaro

The JD Bunkis Podcast

Play Episode Listen Later Apr 1, 2026 48:24


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.

Tobin, Beast & Leroy
(HR 1.) Intangible Spread

Tobin, Beast & Leroy

Play Episode Listen Later Mar 30, 2026 42:39


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

House On The Rock
THE KINGDOM FIRST

House On The Rock

Play Episode Listen Later Mar 30, 2026 107:40


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.

Talking Billions with Bogumil Baranowski
100 Year Thinkers, Ep. 6 | Chris Mayer & Robert Hagstrom: Most Stocks Don't Matter & The Outliers That Break Base Rates

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Mar 28, 2026 71:45


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.

Play Like A Jet: New York Jets
Episode 2,681 - Super Safety: Minkah Fitzpatrick All-22 Film Review w/Joe Blewett

Play Like A Jet: New York Jets

Play Episode Listen Later Mar 25, 2026 33:29


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

Tobin, Beast & Leroy
(Clip) Bear Minimum

Tobin, Beast & Leroy

Play Episode Listen Later Mar 23, 2026 12:49


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/

Excess Returns
You Couldn't Take Out Amazon with $50 Billion | The 100 Year Thinkers on Why Outliers Drive Returns

Excess Returns

Play Episode Listen Later Mar 23, 2026 72:13


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

Overflowing Bookshelves
Episode 220: Why I Believe Your Book Matters

Overflowing Bookshelves

Play Episode Listen Later Mar 21, 2026 29:36


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

On Brand with Nick Westergaard
Making Intangible Brands Tangible

On Brand with Nick Westergaard

Play Episode Listen Later Mar 16, 2026 31:07


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

Cities and Memory - remixing the sounds of the world

I listened to the first 20 seconds of the track, heard the hummed murmur of a Ba'aka voice and thought, "I can work with that." It wasn't until the next day that I heard the engaging, immersive, gently rocking polyphony that the murmur develops into. I learned that the Ba'aka musical style is over 30,000 years old, older than any continuous musical heritage. UNESCO describes Ba'aka music as a "masterpiece of the oral and intangible heritage of humanity".For me, the beautifully simple, deeply resonant recording needed to be front and centre - ancient polyphony, charming music borne of and a reflection on the spiritual forest the Ba'aka inhabit, now under multiplied threat. Deforestation, civil war - commercial colonialism is eating away at their home and aural heritage, even conservation efforts. Intangible archaeology is being lost. What will matter is what we do with these sounds. It is hoped that by bringing the recording into another musical world, I can in some small way help connect with their heritage as well as amplify a shared future. A Ba'aka voice can be heard at the start: “Better record that.” Bayaka voices in the forest at dawn reimagined by David Lol Perry.———Part of the project A Century of Sounds, reimagining 100 sounds covering 100 years from the collections of the Pitt Rivers Museum at the University of Oxford. Explore the full project at citiesandmemory.com/century-sounds

Re:platform - Ecommerce Replatforming Podcast
EP329: Measuring The Tangible & Intangible Impact of Website Rebrands and Redesigns

Re:platform - Ecommerce Replatforming Podcast

Play Episode Listen Later Feb 18, 2026 39:41


Why did we think this was an interesting episode?Paul & James are regularly involved in ecommerce redesign projects, either in an advisory capacity or helping drive the design thinking.This episode explores the reasons why brands decide to invest in a redesign:Brand refresh or a full rebrand.Brand elevation of the online UX e.g. premium positioning.Improved user journeys to fix legacy constraints.Outcome focused e.g. fix navigation and browse journeys.It then teases out the justifications for redesign projects, sharing views on how design can and should be measured objectively.James & Paul also dissect the intangible goal of many design projects: to elevate the brand positioning, to create a premium look & feel.Goals like this need clear definition and framing to ensure the design outputs work towards a clear vision and execution. They also need tangible measurements of success, even if they're not conversion focused.The key take-away is that design has to be measured, and the metrics you use need to be agreed upfront. If there are no hard & fast commercial success metrics like conversion and AOV, then take a sensible approach to measuring customer impact, for example customer satisfaction & NPS.Chapters:[00:30] Introduction to Redesign Metrics[03:40] Understanding Brand Elevation[06:10] Balancing Design and Ecommerce[09:00] Defining a Premium Experience[12:30] Measuring Redesign Success[15:25] The Role of User Testing[18:15] Navigating Redesign Challenges[21:10] The Importance of KPIs[22:46] Final Thoughts on Redesigns

Tobin, Beast & Leroy
(HR 2.) Intangible vs Tangible

Tobin, Beast & Leroy

Play Episode Listen Later Feb 12, 2026 46:28


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

The Scratch Golfer's Mindset
#136: [Inside the Mind] Scott Fawcett: The Cocktail of Intangibles to Become Elite (on and off the course)

The Scratch Golfer's Mindset

Play Episode Listen Later Feb 12, 2026 53:20


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

Medical Sales U with Dave Sterrett
E41 | Why Fitness, Discipline, and Leadership Are Connected

Medical Sales U with Dave Sterrett

Play Episode Listen Later Feb 2, 2026 26:19


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

VivaLife SPF ME
I AM GAINING INTANGIBLES

VivaLife SPF ME

Play Episode Listen Later Jan 30, 2026 12:41


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

Tobin, Beast & Leroy
(HR 2,) Intangible Instigator

Tobin, Beast & Leroy

Play Episode Listen Later Jan 21, 2026 44:06


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

Write Publish Market
Episode 204: Do the Math to Generate Tangible and Intangible ROI from Your Nonfiction Book

Write Publish Market

Play Episode Listen Later Jan 15, 2026 12:05


In this episode, Jodi explores the tangible and intangible ROI of a book for business owners and why focusing solely on book sales misses the bigger picture. She shares examples from her new "Do the Math" sections in the newest edition of Write.Publish.Market., showing how books can drive revenue through coaching, courses, and offers — not just book royalties.    Time Stamps: 00:00 – Introduction and context for today's topic 01:00 – Revisiting the "intangible ROI" concept 02:00 – Introducing the "Do the Math" feature in Write.Publish.Market. 03:15 – Book launch reflections and why bestseller status isn't the goal for business owners 05:00 – Key takeaways from the 2024 Business Book ROI Report 07:30 – Example 1: Book + Webinar or Masterclass upsells 10:00 – Example 2: Book leading to coaching and consulting offers 12:30 – Example 3: Comparing direct sales vs. third-party platforms 15:00 – Stacking offers: upsells, tripwires, and mini courses 18:00 – The power of pairing tangible ROI with intangible outcomes 20:00 – Final thoughts: "Do the math" for your book's business impact   Keywords: book ROI, business book strategy, book marketing, author revenue, direct book sales, coaching offers, book funnels, upsells and tripwires, tangible ROI, intangible ROI, book launch strategy, Smith Publicity ROI Report, book as business asset, publishing ROI, author income streams   Resources Mentioned: A Comprehensive Study of Business Book ROI (2024) by Amplify Publishing Group, Gotham Ghostwriters, Smith Publicity, and Thought Leadership Leverage: https://authorroi.com/ Coffee + Commas signup: https://bit.ly/coffeeandcommassignup   LINK TO FULL EPISODE (RAW) TRANSCRIPT: https://docs.google.com/document/d/1on6VyH0_jXw6d4tFB7QcohKG56WiSHWO78vhJy7tDLA/edit?usp=sharing  

Joe DeCamara & Jon Ritchie
Jalen Hurts Has Intangibles That Matter

Joe DeCamara & Jon Ritchie

Play Episode Listen Later Jan 13, 2026 10:18


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?

The Volleyball By Design Podcast
Beyond Skills & Systems: The Intangibles That Win Matches

The Volleyball By Design Podcast

Play Episode Listen Later Jan 12, 2026 25:54


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

FinPod
Corporate Finance Explained | Understanding Goodwill: The Intangible Asset

FinPod

Play Episode Listen Later Dec 25, 2025 14:27


In the high-stakes world of M&A, Goodwill is arguably the most important yet invisible asset on a modern balance sheet. It represents the "engine of ambition," but as history shows, it is also a significant source of financial volatility.In this episode of Corporate Finance Explained on FinPod, we unpack why companies pay billions in premiums, how that value is tracked, and what happens when those strategic promises vanish overnight.What is Goodwill? The Anatomy of a PremiumGoodwill is an intangible asset that appears only when one company acquires another. It is the accounting placeholder for the premium paid over the fair market value of a company's identifiable net assets.When a buyer pays an extra $500 million for a $1 billion company, they are buying "strategic future value" that doesn't fit into a physical ledger. This premium typically covers:Brand Equity: The power of established names like Disney or Coca-Cola. Human Capital: Specialized workforce talent and "acqui-hires." Synergies: The quantified promise that the combined businesses will unlock efficiencies neither could achieve alone. Network Effects: Market dominance and ecosystem integration.The Accounting Shield: PPA and ImpairmentBecause Goodwill is intangible, regulators use a rigid process called Purchase Price Allocation (PPA). Auditors first identify and value every "identifiable" asset (patents, inventory, debt). Only the leftover remainder is recorded as Goodwill.Unlike a factory or a machine, Goodwill is not amortized. It stays on the balance sheet indefinitely until a "Triggering Event" occurs, requiring an Impairment Test.Strategic Red Flags (Triggering Events):Persistent declining revenue or shrinking margins. Major leadership changes or failed integration. Market downturns or the loss of a key customer.If the fair value of the business unit drops below its carrying value, an Impairment Charge is mandatory. While this is a non-cash charge, the stock market reaction is often violent because it destroys management credibility.Case Studies: Strategic Success vs. FailureFacebook & Instagram (Success): Meta paid $1 billion for an app with negligible assets. The Goodwill was a bet on network effects, which now generates tens of billions. Amazon & Whole Foods (Success): The premium bought time, instantly giving Amazon a physical retail and logistics footprint. Kraft Heinz (Failure): A $15.4 billion write-down occurred because aggressive cost-cutting cannibalized the very brand equity they paid for. GE & Alstom (Failure): A $22 billion write-down triggered by misjudging the gas turbine market.The Critical Ratio: Goodwill to EquitySmart investors look past the absolute dollar amount and focus on the Goodwill-to-Equity ratio. A high ratio is a strategic warning sign; it tells you the company is heavily reliant on future promises rather than proven stability.Key Takeaway: An impairment is a lagging indicator. By the time the write-down happens, the business has been suffering for a long time. The charge is simply the officially mandated confirmation of strategic failure.

Excess Returns
The Existential Spending Battle | Adrian Helfert on What You're Missing in the AI Arms Race

Excess Returns

Play Episode Listen Later Dec 21, 2025 61:04


In this episode of Excess Returns, we sit down with Adrian Helfert of Westwood to discuss how investors should be thinking about portfolio construction in a market shaped by artificial intelligence, high levels of concentration, shifting interest rate dynamics, and evolving economic signals. The conversation covers how AI-driven capital spending is changing return profiles across markets, why traditional investing rules are breaking down, and how investors can balance growth, income, and risk in an uncertain environment. Adrian shares his framework for understanding return drivers, his views on market concentration and valuation, and how to think about diversification, macro risk, and income generation going forward.Main topics covered• How Westwood frames portfolio construction around capital appreciation, income, and event-driven returns• Why AI spending is both a major opportunity and a growing existential risk for large companies• The sustainability of market concentration and what it means for future returns• Whether higher interest rates really hurt growth stocks the way investors expect• How massive data center and AI capital expenditures could translate into productivity gains• The case for market broadening beyond the Magnificent Seven• Why traditional recession indicators have failed in recent cycles• How inflation, labor markets, and Federal Reserve policy interact today• Rethinking the classic 60/40 portfolio and the role of private markets• Using covered calls and active income strategies to manage risk and generate yieldTimestamps00:00 Introduction and near-term opportunities versus long-term risk02:40 Capital appreciation, income, and event-driven investing framework06:30 Have markets structurally changed to support higher returns09:30 Intangible assets, AI, and margin expansion10:20 The scale of AI and data center capital spending13:00 Productivity gains and return on investment from AI16:00 AI as both opportunity and risk for companies19:30 Market concentration and diversification concerns23:30 Will market leadership eventually broaden25:30 Growth stocks, duration, and interest rates29:30 International diversification and global investing33:30 Why recession indicators have failed39:00 Inflation outlook and Federal Reserve policy46:00 Rethinking the 60/40 portfolio53:00 Enhanced income strategies and covered calls59:00 One investing belief most peers disagree with

The Whole Care Network
Understanding Grief: Giving Space to What Was Lost

The Whole Care Network

Play Episode Listen Later Dec 19, 2025 30:52


In today's episode of A Time to Care: The Caregivers Podcast, we welcome grief expert Danielle Southwick for a heartfelt and enlightening conversation on one of the most universal yet often misunderstood experiences: grief. Danielle reminds us that grief is a normal and natural part of life—it's not something to hide, fix, or rush through. She expands our understanding of grief by explaining that it doesn't only come from the death of a loved one. Grief shows up in many forms: Tangible losses, such as the death of someone close, graduating from school, or relocating to a new city.Intangible losses, like losing a sense of identity, confidence, faith, or emotional connection.Disenfranchised grief, a type of loss that isn't always recognized or validated by society—for example, mourning the death of a public figure or a pet, or feeling grief over a relationship that others might not have seen as significant. Danielle explains that the grieving process is deeply personal and complex. It's not just about what we've lost—it's also about the unspoken words, the dreams that were never fulfilled, the roles we no longer play, and the parts of ourselves that don't feel heard. The healing process begins with a small but essential step—what she calls the 1%. It's the decision to acknowledge the grief and allow ourselves to feel it. That small act of courage can open the door to greater healing. As Danielle says, "The rest will come, but the first step must be yours." This episode is a powerful reminder that grief is not a weakness—it's part of being human. Whether you're grieving a person, a season of life, or an old version of yourself, there's space for your feelings, and healing is possible. Join us for this deeply compassionate conversation about how to give yourself—and others—permission to grieve and the grace to heal.

DIAS EXTRAÑOS con Santiago Camacho
Los intangibles de oro: la farsa millonaria de Milli Vanilli, con Daniel Arias Aranda

DIAS EXTRAÑOS con Santiago Camacho

Play Episode Listen Later Dec 17, 2025 40:45


¿Cuánto valen ocho letras? C-O-C-A-C-O-L-A. Mucha pasta, amigos. Son los intangibles, ese valor invisible que no aparece en los libros contables pero que multiplica por once el precio real de una empresa. Y para explicaros qué demonios son los intangibles, nuestro profesor de economía Daniel Arias Aranda nos cuenta la fascinante y trágica historia de Milli Vanilli, el dúo que conquistó el mundo sin cantar una sola nota. Frank Farian, el productor que creó Boney M, repitió la fórmula: dos bailarines espectaculares, voces ajenas y playback eterno. Ganaron un Grammy cantando en playback (los únicos en la historia), vendieron millones de discos y, cuando estalló el escándalo, fueron crucificados. Uno acabó muerto por sobredosis, el otro de camarero. Mientras tanto, ¿quién se quedó con el dinero? Una clase magistral sobre contratos leoninos, productores sin escrúpulos y por qué hoy, con el autotune, nadie se escandaliza de nada. Bienvenidos a la economía del espectáculo. Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Exit Insights
Distribution Channels: The Untapped Intangible Asset in Exit Planning with Kevin Harrington

Exit Insights

Play Episode Listen Later Dec 3, 2025 32:23


Send us a textWhat's your route to market – and is it helping or hurting your business valuation?In this episode of Exit Insights, Darryl Bates-Brownsword and marketing strategist Kevin Harrington break down how to turn your marketing system into a valuable intangible asset. From understanding why relying on a single channel is risky, to learning how to build a predictable, scalable marketing machine, this episode is essential listening for any business owner thinking about exit planning or improving sustainable growth.Whether you're just starting to prepare for an exit, or you're focused on business growth and reducing owner dependence, this episode gives you the practical steps to start futureproofing your marketing efforts – and increasing your business's value.

“HR Heretics” | How CPOs, CHROs, Founders, and Boards Build High Performing Companies

For today's essential Heretics 101 feature, Couchbase CPO Fidelma Butler talks about modern L&D: building contextual leadership frameworks, meeting employees in workflows, activating peer teaching, and addressing career development's promotion fixation.Support our Sponsor:Metaview is the AI platform built for recruiting. Check it out: https://www.metaview.ai/heretics* Our suite of AI agents work across your hiring process to save time, boost decision quality, and elevate the candidate experience.* Learn why team builders at 3,000+ cutting-edge companies like Brex, Deel, and Quora can't live without Metaview.* It only takes minutes to get up and running.KEEP UP WITH NOLAN + KELLI ON LINKEDINNolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/__For coaching and advising inquire at https://kellidragovich.com/—TIMESTAMPS:(00:16) Intro(01:21) Building L&D from Scratch at Couchbase(02:45) Defining Good Leadership: The Three-Way Framework(05:04) Meeting People Where They Are: Escaping Theoretical Land(06:06) When Survey Results Disagree with CEO Priorities(07:35) Embedding L&D in the Fairway of the Job(08:19) Leaders Teaching Leaders: Why It Works(11:36) Coaching for Senior Leaders: Addressing the Intangibles(13:35) Hiring for Modern L&D: New Skills Required(14:25) The Career Development Problem: Everyone Wants It, Nobody Does It(16:30) Why Career Ladders Become Checkbox Exercises(19:01) The Ladders Dilemma and Being Transparent with Employees(20:10) Treating Employees Like Adults(20:59) Outro This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

Way Too Busy
Bonus Episode: The Intangibles of Great Work (Part 2) - Featuring Dan Rust

Way Too Busy

Play Episode Listen Later Nov 26, 2025 51:51


Dan Rust returns  to the conversation with Paul to delve into the skills people need to thrive as work evolves, but as individuals and leaders. Paul and Dan share their thoughts on using AI in the workplace, including how to balance productivity and quality, and the psychological impacts of reliance on such technologies. They also explore what really constitutes career success, highlighting the significance of adaptability, capturing evidence of achievements, and the importance of resilience and grit in overcoming challenges.00:00 Introduction01:31 Reflecting on Leadership Mistakes03:21 Adapting to a Changing World10:38 The Invisible Revolution16:45 AI's Impact on Careers24:41 Personal Experience with Chat GPT26:26 MIT Study on Brain Function and AI28:13 Thrive with AI Program Insights29:53 Strategic Use of AI for Productivity30:59 Psychological Impact and Management Skills32:34 Future of AI in Organizations39:05 Adaptability as Key to Career Success45:10 Overcoming Challenges and Building Resilience50:53 Conclusion and Final ThoughtsHumanity Working is a podcast focused on helping individuals, teams and organizations be ready for the future of work by maximizing their human potential.For more information, and access to our weekly newsletter, visit us at humanityworking.net.

pastoragyemangelvis
The Cause Of Improductivity - Intangible Things

pastoragyemangelvis

Play Episode Listen Later Nov 26, 2025 27:23


Alpha Hour Exhortation - Episode 1160

Talking Billions with Bogumil Baranowski
Excess Returns Pod: The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Nov 21, 2025 62:21


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.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.

Way Too Busy
Bonus Episode: The Intangibles of Great Work - Part 1 - Featuring Dan Rust

Way Too Busy

Play Episode Listen Later Nov 21, 2025 54:23


Learning and Development leader and host of the  podcast Leadership Disrupted joins Paul to discuss critical factors that can determine your success or failure in the workplace of today and tomorrow. They tackle questions such as:Knowing When to Leave an OrganizationHow to Recognize the Root Cause of Workplace StrugglesHow to Navigate Workplace CulturesThe Role of Luck in a Person's Career00:00 Introduction and Guest Welcome00:50 Getting to Know Dan Rust01:58 Discussion Format and Questions03:52 Warning Signs to Leave an Organization16:17 Root Causes of Struggles at Work29:09 Navigating Workplace Cultures36:58 Universal Success Habits vs. Personalization44:50 The Role of Luck in Career Success52:25 Conclusion and Future Plans00:00 Introduction and Guest Welcome00:50 Meeting and Mutual Interests01:58 Discussion Format and Questions03:52 Question 1: Warning Signs to Leave an Organization16:17 Question 2: Root Causes of Struggles at Work29:09 Question 3: Navigating Workplace Cultures36:58 Question 4: Universal Success Habits vs. Personalized Advice44:50 Question 5: The Role of Luck in Careers52:25 Conclusion and Future PlansHumanity Working is a podcast focused on helping individuals, teams and organizations be ready for the future of work by maximizing their human potential.For more information, and access to our weekly newsletter, visit us at humanityworking.net.

Empowering Women in Real Estate - The Podcast with Karen Cooper

In this week's episode, Karen shares her presentation from the 5th Annual Empowering Women in Real Estate® Conference, titled The Intangibles. While most training in real estate focuses on the tangible — contracts, marketing, scripts, negotiations — the truth is that what often separates good agents from great ones are the intangibles. In this episode, Karen reveals the 10 subtle, often-overlooked qualities that define top-producing agents. These are the habits, perspectives, and small-but-powerful actions that can completely transform your business. If you've ever wondered what truly makes the difference between agents who simply survive and those who thrive, this episode will show you exactly that.   Click subscribe to be notified every Wednesday when our latest episode is released, and be sure to check out our group on Facebook. https://www.facebook.com/groups/empoweringwomeninrealestate We are 39,000 members strong and we want you to join us! And if you want to follow me on Instagram, that's where I'm having the most fun right now. https://www.instagram.com/karen.w.cooper/

Sake Revolution
Sake Recognized by UNESCO as an Intangible Cultural Heritage

Sake Revolution

Play Episode Listen Later Oct 21, 2025 33:31 Transcription Available


Episode 182. In December of 2024 "Sake" received a special recognition from UNESCO - the United Nations Educational, Scientific and Cultural Organization. UNESCO is probably most famous for recognizing cultural heritage sites... like Mount Fuji or Himeji Castle.  But in the case of of sake made with koji, it was recognized officially as an "Intangible Cultural Heritage of Humanity". How cool is that? While this is not exactly hot-off-the-presses breaking news, we wanted to take a moment to recognize and reflect on this milestone.  The craft of making sake with koji is worth protecting, celebrating and handing down to the next generation of artisans.  Join us as we sip some some sake and enjoy our favorite Intangible Cultural Heritage of Humanity together. #SakeRevolutionSupport the show

The Hockey Think Tank Podcast
SHORT SHIFTS - INTANGIBLE THINGS THAT SCOUTS LOOK FOR

The Hockey Think Tank Podcast

Play Episode Listen Later Oct 15, 2025 12:52


On today's SHORT SHIFTS episode, Toph wants to talk about the intangible things that scouts look for in players - because the scoresheet isn't the only thing that catches recruiters' attention. TEN MINUTES ON THE CLOCK STARTING NOW! We appreciate every listen, download, comment, rating, and share on your social sites! Shout out to this Short Shifts supporter: SkateTech Skate Sharpening & Equipment Repair Follow us: IG: @HockeyThinkTank X (Twitter): @HockeyThinkTank TikTok: @HockeyThinkTank Facebook: TheHockeyThinkTank Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Supreme Being
Episode 1041: 5 Intangibles You NEED As A Realtor For Long Term Success

Supreme Being

Play Episode Listen Later Oct 3, 2025 18:45


The Acquirers Podcast
Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

The Acquirers Podcast

Play Episode Listen Later Sep 18, 2025 59:12


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Green Light with Chris Long
Tennessee Titans' Brian Callahan, JC Latham & Mike Borgonzi Talk Cam Ward, Joint Practices & The Titans' 2025 Outlook!

Green Light with Chris Long

Play Episode Listen Later Aug 22, 2025 60:48


Green Light and Chris Long X The Tennessee Titans! Fresh off the plane from Titans training camp, Chris has a couple of tremendous conversations with a few Titans. First, Head Coach Brian Callahan talks Cam Ward's Leadership, working with his dad, OL Coach Bill Callahan, and building his teams' grit and intensity. Then, tackle JC Latham talks about playing right tackle and teaming with Dan Moore Jr and going against Jeffery Simmons. Then General Manager Mike Borgonzi previews the Titans roster, hypes up the squad and talks why Tennessee LOVED Cam Ward! (00:00:00) Intro (00:02:53) Brian Callahan on Cam Ward's Leadership, Working With His Dad & Titans 2025 Season Outlook (00:29:12) JC Latham on Titans OLine and Jeffery Simmons' Defensive Abilities (00:38:38) Titans GM Mike Borgonzi on the Titans Roster, Cam Ward's Intangibles and Joint Practices Have some interesting takes, some codebreaks or just want to talk to the Green Light Crew? We want to hear from you. Call into the Green Light Hotline and give us your hottest takes, your biggest gripes and general thoughts. Day and night, this hotline is open. Green Light Hotline: ‪(202) 991-0723‬ Also, check out our paddling partners at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Appomattox River Company ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to get your canoes, kayaks and paddleboards so you're set to hit the river this summer. Green Light's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, where you can catch all the latest GL action: Green Light with Chris Long: Subscribe and enjoy weekly content including podcasts, documentaries, live chats, celebrity interviews and more including hot news items, trending discussions from the NFL, MLB, NHL, NBA, NCAA are just a small part of what we will be sharing with you.