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Crescat Capital Monthly Research Letter Letter by Kevin C. Smith and Tavi Costa The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Crescat Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & Tavi Costa The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Crescata Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & Tavi Costa The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
In our first podcast, we gather round to discuss the issues that our members wanted to discuss from the week including human nature, Texas politics, impeachment proceedings, and on being wrong in America. Join us for a raucous good time and sign up if you'd like a chance to join in on one of our future podcasts! Host: Ben from OR Editor: Jack from KY Attendees: Angie from OH, Kevin from TX, Doug from AZ, Ben from TX, and Alan from GA If you have questions about The Comments Section, please e-mail The Dispatch fan and TCS contributor Kevin C. Smith at misterkevincs@gmail.com
Rock N Roll as the First Draft Of History We begin in the midwest college town of Kent, Ohio, in the late spring of 1970. We’ll meet three future rockers--students at Kent State University, barely out of their teens--who will be changed forever by what they witness. We’ll check in on Motown, where the fluffy pop “Sound of Young America” is still alive, but there's a big change coming, a movement towards a tougher, more topical sound. We’ll foreshadow that just a little--lots more to come in a later chapter. Rock N Roll is now Rock, and it is mainstreamed now, big and getting bigger. It set out to subvert the dominant paradigm, now it is the dominant paradigm. It can be downright paradoxical at times; defined by its own contradictions. We come back to the campus for the shattering events of May 4th. They inspire a unique musical response, something we really haven’t seen since then. Written by Richard Evans and Christian Swain Hosted and Produced by Christian Swain Sound Design by Jerry Danielsen Voice Actors Holly Cantos as the voice of the Kent State Official History Dr. Stephen Arnoff as the voice of Prof. Charles Reich James O’Laughlin as the voice of Jimmy McDonaugh Eric Nash as the voice of Kevin C. Smith David Browne as the voice of David Browne Songs Randy Newman: “Burn On” from Sail Away, 1972 James Gang: “Funk 48” from Yer’ Album, 1969 The Stooges: “1970” from Fun House, 1970 Rare Earth: “Hey Big Brother” single released in 1970 Graham Nash: “Chicago” from Songs for Beginners, 1971 Edwin Starr: “War” from War & Peace, 1970 Eric Burdon and War: “Spill The Wine” from Eric Burdon Declares War, 1970 Frank Zappa and The Mothers: “Nanook Rubs It” from Apostrophe, 1974 John Lennon and the Plastic Ono: “Working Class Hero” from Plastic Ono Band, 1970 Jackson 5: “I Want You Back” Single released in 1969 Marvin Gaye: “Inner City Blues” from What’s Goin’ On, 1971 War: “Slippin’ Into Darkness” from All Day Music, 1971 CSN&Y: “Carry On” from Deja Vu, 1970 Neil Young & Crazy Horse: “Come On Baby Let’s Go Downtown” from Tonight’s the Night, 1974 Neil Young: ”The Needle And The Damage Done” from Harvest, 1972 Elton John: “Burn Down The Mission” from Tumbleweed Connection, 1970 Ten Years After: “I’d Love To Change The World” from A Space In Time, 1970 CSN&Y: “Find The Cost Of Freedom” single released in 1970 CSN&Y: “Suite: Judy Blue Eyes” from Four Way Street, 1971 CSN&Y: “Ohio” single released in 1970 Led Zeppelin: “What Is And What Should Never Be” from Led Zeppelin II, 1969 Books David Browne: Crosby, Stills, Nash & Young Bob Burroughs: Days of Rage Robert Giles: When Truth Mattered Todd Gitlin: The Sixties: Years of Hope, Days of Rage Chrissie Hynde: Reckless: My Life as a Pretender Jimmy McDonough: Shakey: Neil Young’s Biography Rick Perlstein: Nixonland Charles Reich: The Greening of America Neil Sheehan: A Bright Shining Lie Kevin C. Smith: Recombo DNA Hunter S. Thompson: Fear and Loathing in Las Vegas Online Sources The Cuyahoga River James Gang on Tour Port Huron Statement Jerry Casale at Kent State Kent State University Official History More Resources on the The Kent State Massacre Assassination of Fred Hampton Assassination of Fred Hampton--Gov’t Docs Podcasts WTF With Marc Maron: Episode 942, interview with Joe Walsh Deeper Digs in Rock With Christian Swain: Interview with David Browne Films and Documentaries The Murder of Fred Hampton, Directed by Howard Alk, 1971 This show is part of Pantheon Podcasts. @PantheonPods Listen in HD only at www.rocknrollarchaeology.com
Rock N Roll as the First Draft Of History We begin in the midwest college town of Kent, Ohio, in the late spring of 1970. We’ll meet three future rockers--students at Kent State University, barely out of their teens--who will be changed forever by what they witness. We’ll check in on Motown, where the fluffy pop “Sound of Young America” is still alive, but there's a big change coming, a movement towards a tougher, more topical sound. We’ll foreshadow that just a little--lots more to come in a later chapter. Rock N Roll is now Rock, and it is mainstreamed now, big and getting bigger. It set out to subvert the dominant paradigm, now it is the dominant paradigm. It can be downright paradoxical at times; defined by its own contradictions. We come back to the campus for the shattering events of May 4th. They inspire a unique musical response, something we really haven’t seen since then. Written by Richard Evans and Christian Swain Hosted and Produced by Christian Swain Sound Design by Jerry Danielsen Voice Actors Holly Cantos as the voice of the Kent State Official History Dr. Stephen Arnoff as the voice of Prof. Charles Reich James O’Laughlin as the voice of Jimmy McDonaugh Eric Nash as the voice of Kevin C. Smith David Browne as the voice of David Browne Songs Randy Newman: “Burn On” from Sail Away, 1972 James Gang: “Funk 48” from Yer’ Album, 1969 The Stooges: “1970” from Fun House, 1970 Rare Earth: “Hey Big Brother” single released in 1970 Graham Nash: “Chicago” from Songs for Beginners, 1971 Edwin Starr: “War” from War & Peace, 1970 Eric Burdon and War: “Spill The Wine” from Eric Burdon Declares War, 1970 Frank Zappa and The Mothers: “Nanook Rubs It” from Apostrophe, 1974 John Lennon and the Plastic Ono: “Working Class Hero” from Plastic Ono Band, 1970 Jackson 5: “I Want You Back” Single released in 1969 Marvin Gaye: “Inner City Blues” from What’s Goin’ On, 1971 War: “Slippin’ Into Darkness” from All Day Music, 1971 CSN&Y: “Carry On” from Deja Vu, 1970 Neil Young & Crazy Horse: “Come On Baby Let’s Go Downtown” from Tonight’s the Night, 1974 Neil Young: ”The Needle And The Damage Done” from Harvest, 1972 Elton John: “Burn Down The Mission” from Tumbleweed Connection, 1970 Ten Years After: “I’d Love To Change The World” from A Space In Time, 1970 CSN&Y: “Find The Cost Of Freedom” single released in 1970 CSN&Y: “Suite: Judy Blue Eyes” from Four Way Street, 1971 CSN&Y: “Ohio” single released in 1970 Led Zeppelin: “What Is And What Should Never Be” from Led Zeppelin II, 1969 Books David Browne: Crosby, Stills, Nash & Young Bob Burroughs: Days of Rage Robert Giles: When Truth Mattered Todd Gitlin: The Sixties: Years of Hope, Days of Rage Chrissie Hynde: Reckless: My Life as a Pretender Jimmy McDonough: Shakey: Neil Young’s Biography Rick Perlstein: Nixonland Charles Reich: The Greening of America Neil Sheehan: A Bright Shining Lie Kevin C. Smith: Recombo DNA Hunter S. Thompson: Fear and Loathing in Las Vegas Online Sources The Cuyahoga River James Gang on Tour Port Huron Statement Jerry Casale at Kent State Kent State University Official History More Resources on the The Kent State Massacre Assassination of Fred Hampton Assassination of Fred Hampton--Gov’t Docs Podcasts WTF With Marc Maron: Episode 942, interview with Joe Walsh Deeper Digs in Rock With Christian Swain: Interview with David Browne Films and Documentaries The Murder of Fred Hampton, Directed by Howard Alk, 1971 This show is part of Pantheon Podcasts. @PantheonPods Listen in HD only at www.rocknrollarchaeology.com
Tosh and Kimley discuss "Recombo DNA-The Story of Devo or How the 60s Became the 80s" by Kevin C. Smith. Smith takes a deep dive examining just what made Devo tick and twitch. From 1970 to 1979, he takes us through the background and influences of this Ohio band who experienced the Kent State shootings, discovered Dada, enjoyed manipulating the ideas of de-evolution, experimented with film and multimedia shows and ultimately became a band with top 40 appeal. They managed to find themselves in the company of the people best suited to further their cause from Toni Basil to Brian Eno to Neil Young. Talent and timing is everything. Theme music: "Behind Our Efforts, Let There Be Found Our Efforts" by LG17
In this interview the CIO of Crescat Capital sits down to share his thoughts on the global economy. During the discussion Kevin C. Smith outlines the three primary concerns in the economy and the most important is the bubble style economy in China. Watch the full interview here: https://www.rethinkingthedollar.com/the-yield-curve-is-telling-the-fed-to-cut-rates-w-kevin-c-smith/
Happy Valium Times Day! Here's episode 2, with tons of cool submissions and talk of chocolate cherries, fondant, and all the usual hullabaloo you've come to expect. Here's some info on the submissions for this episode. . .The Buzz by Atomic Tuning Forks: The artist provided his two music pages on myspace. www.myspace.com/jimhartsongs www.myspace.com/atomictuningfork Brian Abolins submitted And They're Catholic Too. He did not provide any information on where to find more of his poetry, but we hope he keeps on writing. Kevin C. Smith submitted on behalf of The Bureau of Non-Standards, Untitled 5. www.myspace.com/thebureauofnonstandardsGnarly Imbroglio's work can be found at www.myspace.com/gnarlyimbroglioSubscribe in a reader