Podcasts about leading indicators

My guest today is Jake McKee, a pioneer in the modern customer community movement.In this conversation, he shares: Hiss Origin Story: His unique career bridging product design, engineering, and community strategy. Community-Driven Product Development: How companies can embed passionate customers in the development cycle. Empathy & Relationship Building: The importance of emotional connection between brands, engineers, and users. Community Across Industries: From B2B to B2C, physical products to software, communities play a crucial role in success. Brand Strength vs. Community Engagement: Why brand prestige isn't necessary—what matters is purpose and connection. Breaking Silos Within Organizations: How community initiatives foster collaboration across different departments. Harnessing Collective Knowledge: Using communities to gather insights, troubleshoot issues, and enhance product adoption. Leading Indicators vs. Reactive Responses: Using community feedback to detect trends before they become business problems. AI in Community Management: How AI can augment but not replace human relationships in communities.‍ What Makes a Great Community Manager? Perseverance, empathy, and communication are key traits for success.Jake McKee is one of the founders of the modern customer community movement. He led Apple's famed Global Support Communities. He pioneered efforts at LEGO to engage its adult users in a community - which spawned breakthrough innovations such as the Mindstorms Community Driven Product Development (which landed on the cover of Wired Magazine). For more than 10 years, Jake has been a leading industry community consultant working with clients like Cancer Treatment Centers of America, EA Games, Southwest Airlines, and Outdoorsy. His consulting practice, Jake McKee Consulting focuses on helping organizations of all sizes design, execute, and grow Community Driven Product Development programs that bring the Community Voice into the product development lifecycle.Jake also manages the CX Sessions project, an invitation-only monthly dinner series that brings senior online community, CX, and product management leaders together for conversation, connection, and camaraderie. And just for laughs, he created a web comic for community managers called Confessions of a Community Manager. https://jakemckee.com/https://www.linkedin.com/in/jakemckee/

Hello, welcome to the Safety Culture Excellence podcast, hosted by Shawn Galloway, CEO of ProAct Safety.    This week's podcast is about "Radical Leading Indicators."  Does your organization have metrics to truly understand and improve safety? https://proactsafety.com/solutions/consulting/balanced-scorecards-for-safety     I hope you enjoy the podcast.  Have a great week!    Shawn M. Galloway   Join the OH&S webinar on May 28th: Facility Safety Excellence Through Shared Ownership https://ohsonline.com/webcasts/2025/05/shared-ownership.aspx?admgarea=listpage 

Jesse Allouf is the Chief Marketing Officer at Tire Agent, an online tire and wheel retailer. He previously served as the Senior Vice President of Marketing, leading the brand through a growth curve by focusing on first-click signals and fintech data. With over 15 years of experience in marketing and e-commerce, Jesse has held leadership roles at companies like Knot Standard, YOOX NET-A-PORTER GROUP, and Alpargatas S.A. In this episode… Which customer signals drive growth? Many e-commerce companies focus on lagging growth indicators, like conversions or revenue, when they should optimize for intentions rather than outcomes. How can businesses shift their focus to leading indicators that reveal customer intent and drive sustainable growth?   Data-driven growth expert Jesse Allouf encourages brands to shift their focus to first-click signals and on-site behaviors to unlock results. He recommends building a solid data foundation, identifying less obvious behavioral patterns — like wishlist activity or account creation — and working cross-functionally with data science and development teams. By gradually testing changes and aligning leadership around data-backed insights, e-commerce companies can optimize marketing spend and increase customer lifetime value. Join William Harris in this episode of the Up Arrow Podcast as he welcomes Jesse Allouf, Chief Marketing Officer at Tire Agent, to discuss optimizing e-commerce growth through data insights. Jesse explains the importance of consistent messaging, how to align marketing efforts with finance and leadership, and the fundamentals of e-commerce growth.

It's another piece of coaching content from the archives for you this week on The Sales Transformation Podcast, but this time it's not a previous episode: it's a talk from Global Sales Transformation XI, all the way back in 2016!  Paul Devlin, then of SAP, now CEO of Causeway Technologies, talks us through how he used coaching to transform low-performing teams, the importance of leading indicators, and why if it talks like a duck and it walks like a duck, it probably isn't a swan. Highlights include:  [07:23] – Too many salespeople receive zero coaching [14:15] – Meetings are no use if you're meeting with the wrong people [25:39] – Coaching isn't micromanaging  If you're interested in joining our Coaching Programme, you can find out more here: https://www.consalia.com/coaching   Tickets are now on sale for GST XX! Enter code GSTXXEARLY at checkout for £50 off your ticket.  Join us next Thursday at 08:30 AM BST for the first episode of our new LinkedIn Live show, Sales Frequency!   Connect with Philip Squire on LinkedIn  Connect with Paul Devlin on LinkedIn  Join the discussion in our Sales Transformation Forum group.  Make sure you're following us on LinkedIn and Twitter to get updates on the latest episodes! Also, take our Mindset Survey and find out if you are selling to customers the way they want to be sold to today.  

Trent and Natalie discuss fresh expansions that signal real growth in the building‑materials space. The duo then zoom out to the big picture. They unpack the latest consumer‑spending data, compare media headlines with hard‑number economic indicators, and spotlight the outsized role consumer confidence plays in keeping the engine humming. Finally, they dive into lumber: why prices swing, where we are in the current cycle, and how pros can ride the waves instead of wiping out. Chapters 00:00 Unexpected Nighttime Adventures 03:04 Dishwasher Drama and Home Repairs 05:58 Positive News and Personal Updates 08:56 Business Expansion and Industry Updates 12:13 Financial Insights and Market Trends 14:54 Consumer Confidence and Economic Indicators 17:56 Lumber Prices and Market Fluctuations

Send us a textEpisode 137: What if the key to transforming your business lies not in adding more resources, but in simply understanding how your employees move through their workspace? In this eye-opening conversation with Service Physics co-founders Brian Reece and Steve Crowley, we uncover the hidden costs of inefficient processes that might be quietly draining your profits and customer satisfaction.Website: www.servicephysics.comService Physics app download: Apple StoreService Physics app download: AndroidBrian Reece: LinkedInSteve Crowley: LinkedInBrian and Steve's journey began at Starbucks during the financial crisis, where they witnessed firsthand how applying lean principles transformed a struggling company into a global powerhouse. After further refining their approach at Anheuser-Busch, they founded Service Physics with a mission to make these powerful techniques accessible to businesses of all sizes. Their unique consulting approach—which they playfully describe as "doing consulting wrong"—focuses on being physically present in the workspace, collecting real data, and experimenting with improvements rather than simply delivering recommendations.One of their most powerful revelations? The true cost of motion. Through simple techniques like "spaghetti diagrams" that track worker movements, they demonstrate how activities that look like work but add no value (like walking) can represent 10% of labor costs—translating to millions in opportunity costs for mid-sized companies. Even more striking is their finding that most service businesses already have sufficient equipment capacity; they're simply not using it efficiently.What sets Service Physics apart is their focus on driving top-line growth rather than merely cutting costs. By helping businesses understand leading indicators (like customer queue length or transaction time) rather than just lagging metrics (like sales), they enable proactive improvements that capture previously unmet customer demand. Their entrepreneurial journey offers valuable lessons in bootstrapping a business, building systems that don't rely solely on founders, and creating clarity through effective communication—including innovative approaches like using AI to transform quarterly updates into podcasts.Ready to discover how much hidden capacity your business already has? Download the Service Physics app, visit servicephysics.com, or catch them at upcoming industry events to learn how making work more joyful for employees creates better customer experiences and stronger financial results.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the show

In today's episode, Dan Han breaks down how to use Teach to Sell in every stage of your real estate process—from initial conversations to price adjustments and client retention. Discover how pairing internal and external pain with clear guidance builds trust, sets expectations, and positions you as the obvious choice. Dan shows you how to turn data into influence and conversations into conversions—without hype or gimmicks.What you'll learn on this episodeTeach to Sell is the bridge between your client's pain and their desired outcome.Real-life market stats are your secret weapon—teach using leading and lagging indicators.Set expectations early so price adjustments don't turn into blame games.Use client testimonials with emotion and structure to build credibility.Consistency in marketing—especially through video—is the difference between 3 views and 30,000.Your words should make the client the hero—not you.“Show, don't tell”—teach them how to think, and they'll follow your lead.You can repurpose videos across prospecting, conversion, and client care stages.Resources mentioned in this episodeTeach to Sell Method – Guide clients through decisions by teaching, not pitching.High Level CRM – For automated follow-up and email marketing. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan Rochon

In this episode, Chad and Patrick discuss the current state of the economy, focusing on market uncertainty and the challenges faced by city managers in forecasting sales tax revenues. They explore the importance of data-driven decision-making and the use of leading indicators to understand consumer behavior. The conversation reflects on past economic crises and emphasizes the need for caution in navigating current economic challenges, advocating for a measured approach to decision-making during uncertain times.00:00 - Market Uncertainty and Economic Indicators07:28 - Forecasting Sales Tax in Uncertain Times16:38 - Probabilistic Approaches to Budgeting23:39 - Leveraging Data Science for Economic Predictions25:02 - Analyzing Consumer Sentiment and Sales Tax Predictions30:15 - Historical Context: Lessons from Past Economic Downturns33:35 - Navigating Current Economic Uncertainty38:18 - Making Informed Decisions in Times of Crisis41:37 - Finding Balance: Optimism vs. Pessimism in City Management

This week on TrendsTalk, ITR Economist Taylor St. Germain discusses the impact of tariffs and leading indicators on the economy. Despite a sluggish start to 2025, will we see stronger economic growth in the second half of the year? Tune in to TrendsTalk to find out how these economic factors could affect your business!

In this episode of the Revenue Builders Podcast, hosts John McMahon and John are joined by Parm Uppal, the Chief Revenue Officer at Benchling. Parm shares his journey through various sales and executive roles, illustrating his approach to using data as a cornerstone for the development and coaching of sales teams. They delve into the intricacies of simplifying vast amounts of data to draw actionable insights and avoid overwhelming sales reps. The conversation also explores the importance of distinguishing between skill and knowledge issues among reps, hiring the right sales leaders for startups, and maintaining a clear focus on the ideal customer profile (ICP). Parm gives practical advice for newly appointed CROs, stressing the importance of a 90-day listening tour and aligning with cross-functional teams. Additionally, the discussion touches on the impact of AI tools in sales processes and the evolving role of data in modern sales strategies. This episode offers a treasure trove of insights and best practices for sales leaders at various stages of their careers.ADDITIONAL RESOURCESLearn more about Parm Uppal:https://www.linkedin.com/in/parmuppal/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:05] Introducing Parm Uppal: Career Highlights[00:01:54] Using Data to Develop Sales Reps[00:03:45] Simplifying Data for Effective Coaching[00:05:09] Identifying and Solving Sales Problems[00:07:30] Leading Indicators and Coaching Strategies[00:10:36] Balancing Data and Observation in Sales[00:23:29] Adapting to Buyer Changes and Market Shifts[00:35:30] Building the CRO Scorecard[00:36:58] The Importance of a 90-Day Listening Tour[00:38:48] Commanding the Plan and Talent[00:41:08] Key Metrics for Success[00:48:15] Challenges in Recruiting and Retention[01:01:34] Emerging Tools in SalesHIGHLIGHT QUOTES[00:02:15] "You can't just walk into that conversation with an opinion because everybody's got an opinion."[00:02:37] "We have so much more data nowadays. If you don't simplify it, and you don't take a step back... it can overwhelm you."[00:19:55] "It's activity with accomplishment versus activity without purpose."[00:31:00] "You can't cookie-cutter sales methodologies from one context into another without understanding the unique market dynamics.

What if you think you're absolutely crushing it in the gym, but in reality, you're spinning your wheels and moving backward without realizing it? In this episode of Fitness Stuff for Normal People, Marianna and Tony are breaking down over-training—what it actually is, how to spot it before it becomes a problem, and the signs that you've already pushed too far. Because training hard is great, but training smart is what actually gets results. They'll cover the red flags that signal you're creeping into burnout territory, what happens when you ignore them, and—most importantly—how to pull yourself out if you've already overdone it. If you want to make real progress instead of just wearing yourself down, this is one you don't want to miss.⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Fitness Stuff PREMIUM here!!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access to ALL advanced 12-Week Training Programs, Bonus podcast episodes EVERY Friday, Weekly Legion supplement giveaways, and more.Legion Athletics Discount:⁠⁠⁠⁠⁠⁠⁠⁠⁠Legion Athletics 20% Off With Code: "FSPOD" HERE!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tools mentioned in episode:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fitness Stuff Calculators (Calorie, Protein, etc.)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Meal Prep Essential's Amazon List⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Eat This Much Meal Planner⁠⁠⁠⁠⁠⁠⁠⁠⁠Timestamps:(5:51) What is Overtraining?(11:54) Leading Indicators (18:17) Concurrent Indicators(32:56) Lagging Indicators

Bernie Smith, KPI guru, is back to help us find 'gold bars' - those vital measures that drive business success. Bernie shares a simple three-step method for unlocking those gold bars, using examples as diverse as predicting an international incident from pizza sales data, spotting a COVID outbreak using scented candle complaints, and calculating the number of piano tuners in Chicago.Despite being an analytical love fest, this is one of our most entertaining and informative episodes. (They only briefly discuss celery cell growth and paper moisture levels!)

How do you build a revenue engine that doesn't just generate pipeline—but generates the right pipeline? In this episode, Kyle Lacy, CMO of Jellyfish, shares how his team tackled one of the biggest challenges in B2B go-to-market: pipeline predictability.   In this episode of Topline Spotlight, Kyle explains why traditional metrics like Stage 1 pipeline weren't cutting it, how Jellyfish revamped its approach with deeper segmentation and leading indicators, and the impact of launching a Pipeline Council to align sales and marketing around quality, not just volume. Sam, Asad, and Kyle also touch on the biggest forecasting mistakes GTM teams make, why tracking pipeline per rep, source, and channel is a game-changer, how AI is reshaping marketing strategy, and what it takes to be a great CMO in 2025.   Are you being paid what you're worth? Help us refresh Pavilion's industry-standard compensation report for 2025 by taking our anonymous survey at joinpavilion.com/comp and get early access to the results!   Thanks for tuning in! Want more content from Pavilion?    New episodes of Topline drop every Sunday with new Topline Spotlight mini-episodes every Thursday. Subscribe to never miss an episode.   Stay ahead with the latest industry developments, emerging go-to-market trends, and valuable benchmarking data. Subscribe to Topline Newsletter for expert insights from Asad Zaman every Thursday.   Tune into The Revenue Leadership Podcast with Kyle Norton every Wednesday. He dives deep into the strategies and tactics that drive success as a revenue leader, featuring real operators like Jason Lemkins of SaaStr, Stevie Case of Vanta, and Ron Gabrisko of Databricks.   Your're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast!   Key chapters: (00:00) - Introduction to Top Line Spotlight (02:20) - Overview of Jellyfish and Its Purpose (04:15) - Addressing Challenges with Leading Indicators (09:50) - The Shift to Marketing for Engineers (11:42) - The Role of AI in Modern Marketing (16:22) - Inspiration and Closing Thoughts  

Greg Weldon covers the macro outlook for 2025 and what will trigger the next big move in Gold and gold shares.Email Gregweldon@weldononline.com for a report on his outlook for 2025.0:00 Intro1:10 Macro Outlook 202512:00 Recession Probability17:05 Leading Indicators for Downturn23:30 Gold vs. S&P 50027:30 Next Big Move28:20 Bond Yields33:40 Capital Ignoring Precious Metals37:20 Greg's 2025 Outlook Report

Guest: Allan Liska, CSIRT at Recorded Future, now part of Mastercard  Topics: Ransomware has become a pervasive threat. Could you provide us with a brief overview of the current ransomware landscape? It's often said that ransomware is driven by pure profit. Can you remind us of  the business model of ransomware gangs, including how they operate, their organizational structures, and their financial motivations? Ransomware gangs are becoming increasingly aggressive in their extortion tactics. Can you shed some light on these new tactics, such as data leaks, DDoS attacks, and threats to contact victims' customers or partners? What specific challenges and considerations arise when dealing with ransomware in cloud environments, and how can organizations adapt their security strategies to mitigate these risks? What are the key factors to consider when deciding whether or not to pay the ransom? What is the single most important piece of advice you would give to organizations looking to bolster their defenses against ransomware?  Resources: Video (LinkedIn, YouTube) 2024 Data Breach Investigations Report EP89 Can We Escape Ransomware by Migrating to the Cloud? EP45 VirusTotal Insights on Ransomware Business and Technology EP29 Future of EDR: Is It Reason-able to Suggest XDR? EP204 Beyond PCAST: Phil Venables on the Future of Resilience and Leading Indicators

Guest: Phil Venables, Vice President, Chief Information Security Officer (CISO) @ Google Cloud Topics Why is our industry suddenly obsessed with resilience? Is this ransomware's doing? How did the PCAST report come to be?  Can you share the backstory and how it was created? The PCAST report emphasizes the importance of leading indicators for security and resilience. How can organizations effectively shift their focus from lagging indicators to these leading indicators? The report also emphasizes the importance of "Cyber-Physical Modularity" - this sounds mysterious to us, and probably our listeners! What is it and how does this concept contribute to enhancing the resilience of critical infrastructure? The report advocates for regular and rigorous stress testing. How can organizations effectively implement such stress testing to identify vulnerabilities and improve their resilience?  In your opinion, what are the most critical takeaways from our PCAST-related paper for organizations looking to improve their security and resilience posture today? What are some of the challenges organizations might face when implementing the PCAST recommendations, and how can they overcome these challenges?  Do organizations get resilience benefits “for free” by using Google Cloud? Resources: 10 ways to make cyber-physical systems more resilient “Cyber-Physical Resilience and the Cloud: Putting the White House PCAST report into practice” report Megatrends drive cloud adoption—and improve security for all EP163 Cloud Security Megatrends: Myths, Realities, Contentious Debates and Of Course AI Advising The President On Cyber-Physical Resilience - Philip Venables (at PSW) EP201 Every CTO Should Be a CSTO (Or Else!) - Transformation Lessons from The Hoff EP171 GenAI in the Wrong Hands: Unmasking the Threat of Malicious AI and Defending Against the Dark Side  

This week on TrendsTalk, ITR Economist Taylor St. Germain returns to provide a data-driven analysis of the indicators pointing to economic growth in 2025. Which leading indicators support our outlook for optimism in the future? Tune in to find out!

Workplace safety isn't just about compliance; it's a reflection of leadership and a commitment to employee well-being. Leadership in the workplace plays a crucial role in fostering a culture of safety using leading indicators to identify problem areas as well as leadership strategies that support safety as the balancing point between productivity and quality.  Today on the MEMIC Safety Experts Podcast, Shawn Galloway, CEO of the global consultant agency, ProActSafety joins me to discuss his insights on how business leaders can create and nurture a safer workplace through targeted leadership and the strategic use of leading indicators. Links: Home - Shawn Galloway, Speaker, Author, Consultant ProAct Safety - Experts in Behavioral Safety Safety Culture Excellence® on Apple Music

What does it mean when the Conference Board's Index of Leading Indicators (a predictor of the next six months' economic activity) post's a negative .5 reading...while markets seem to be able to find no ceiling? Who's right? Markets continue to be "just fine," although a potential for pullback by the end of October or beginning of November is anticipated to provide a better entry point for portfolio exposure. Lance and Jonathan answer emails, like "Is the market party over?" The biggest factor will be the shift in liquidity; that money has to go somewhere. Which is better: 9% annual return or an average of 9% over ten years; math explained. The comparison of time horizons vs actual life expectancy: No one is going to live for 124-years. Why it's not the end of the world as we know it (thank you, R.E.M.); forward returns & Valuations. The problem of earnings growth concentration among only 10-stocks; why not to hide only in cash. A financial Plan should be flexible, but it's only as good as the data. What about the Dollar? How it's backed and why it's the preferred currency of trade. Everyone is in the Prediction business; how we deal with risk. SEG-1: Conference Board's Index of Leading Indicators -.5? SEG-2: Email Answers: Is the Stock Market Party Over? SEG-3: Why It's Not the End of the World as We Know It SEG-4: What About the Dollar? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=fsLwZJT9srg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Market Is Doing Just Fine" is here: https://www.youtube.com/watch?v=1B3kHCoNLkA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Q3-Earnings Estimates Remain Optimistic" https://www.youtube.com/watch?v=KNplygIR9HA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2475s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketOutlook #MarketCorrection #InvestorSentiment #VolatilityWatch #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

What does it mean when the Conference Board's Index of Leading Indicators (a predictor of the next six months' economic activity) post's a negative .5 reading...while markets seem to be able to find no ceiling? Who's right? Markets continue to be "just fine," although a potential for pullback by the end of October or beginning of November is anticipated to provide a better entry point for portfolio exposure. Lance and Jonathan answer emails, like "Is the market party over?" The biggest factor will be the shift in liquidity; that money has to go somewhere. Which is better: 9% annual return or an average of 9% over ten years; math explained. The comparison of time horizons vs actual life expectancy: No one is going to live for 124-years. Why it's not the end of the world as we know it (thank you, R.E.M.); forward returns & Valuations. The problem of earnings growth concentration among only 10-stocks; why not to hide only in cash. A financial Plan should be flexible, but it's only as good as the data. What about the Dollar? How it's backed and why it's the preferred currency of trade. Everyone is in the Prediction business; how we deal with risk. SEG-1: Conference Board's Index of Leading Indicators -.5? SEG-2: Email Answers: Is the Stock Market Party Over? SEG-3: Why It's Not the End of the World as We Know It SEG-4: What About the Dollar? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=fsLwZJT9srg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Market Is Doing Just Fine" is here:  https://www.youtube.com/watch?v=1B3kHCoNLkA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Q3-Earnings Estimates Remain Optimistic" https://www.youtube.com/watch?v=KNplygIR9HA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2475s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketOutlook #MarketCorrection #InvestorSentiment #VolatilityWatch #MarketRallyEnd #Q3Earnings #MarketOutlook2024  #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

In this special crossover episode of The Cognitive Revolution, Nathan introduces a conversation from The Inside View featuring Owain Evans, AI alignment researcher at UC Berkeley's Center for Human Compatible AI. Evans and host Michael Trazzi delve into critical AI safety topics, including situational awareness and out-of-context reasoning. Discover Evans' groundbreaking work on the reversal curse and connecting the dots, exploring how large language models process and infer information. This timely discussion highlights the importance of situational awareness in AI systems, particularly in light of recent advancements in AI capabilities. Don't miss this insightful exploration of the evolving relationship between human and artificial intelligence. Check out "The Inside View" Podcast here: https://theinsideview.ai/ Apply to join over 400 Founders and Execs in the Turpentine Network: https://www.turpentinenetwork.co/ SPONSORS: Weights & Biases RAG++: Advanced training for building production-ready RAG applications. Learn from experts to overcome LLM challenges, evaluate systematically, and integrate advanced features. Includes free Cohere credits. Visit https://wandb.me/cr to start the RAG++ course today. Shopify: Shopify is the world's leading e-commerce platform, offering a market-leading checkout system and exclusive AI apps like Quikly. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/cognitive. LMNT: LMNT is a zero-sugar electrolyte drink mix that's redefining hydration and performance. Ideal for those who fast or anyone looking to optimize their electrolyte intake. Support the show and get a free sample pack with any purchase at https://drinklmnt.com/tcr. Notion: Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://notion.com/cognitiverevolution Oracle: Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive CHAPTERS: (00:00:00) About the Show (00:00:22) Sponsors: Weights & Biases RAG++ (00:01:28) About the Episode (00:04:10) Intro (00:05:09) Owain Evans' Research (00:06:36) Situational Awareness (00:09:07) Measuring Situational Awareness (00:14:29) Claude's Situational Awareness (00:19:06) Sponsors: Shopify | LMNT (00:22:01) Needle in a Haystack (00:26:26) Concrete Examples of Tasks (00:34:51) Sponsors: Notion | Oracle (00:37:29) Anti-Imitation Tasks (00:50:03) GPT-4 Base Model Results (01:01:48) Benchmark Saturation (01:07:23) Future Research Directions (01:12:01) Out-of-Context Reasoning (01:27:29) Safety Implications (01:36:24) Scaling and Reasoning (01:44:28) Mixture of Functions (01:54:12) Research Style and Taste (02:08:51) Capabilities and Downsides (02:18:56) Reception and Impact (02:25:30) Outro SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://www.linkedin.com/in/nathanlabenz/ Youtube: https://www.youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors. Which key turning points are in play right now? And how can we best take advantage of them? Let's find out. LESS THAN 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #recession #softlanding #economy --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Find More Episodes on PCA Overdrive: https://www.pcaoverdrive.org/contractor-evolution PCA Overdrive is free for members. Not a member? Download the app on the Apple Store or Google Play and enjoy a 7 day free trial! Become a member: https://www.pcapainted.org/membership-resources/ To learn more about Breakthrough Academy, click here: https://trybta.com/PCA174 Get your free budget tool here: https://trybta.com/pca-ce We all know the standard KPIs we need to track the success of a business. Dollars sold. Dollars produced. Gross profit. Net profit. The only problem with these all-important metrics is that they are LAGGING indicators. We find out about their performance AFTER the activity that drives them has already happened. They tell us whether we achieved the results we wanted, but say little about how to get those results in the future. This is where LEADING indicators can be instrumental in helping you lead your team. If you tell your project managers to raise gross profit next quarter, they won't know how. But if you tell them to keep their materials expenses below 15% by following a more efficient ordering and purchasing process. They actually stand a pretty good chance. Today, Breakthrough Academy Coach Brayden Russell is on the show to break down how to turn your lagging indicators into leading indicators and orient your team towards success. 00:00 - Intro 02:08 - Lagging vs. Leading Indicators 04:34 - The Conveyor Belt Analogy 25:29 - How to identify your leading indicators 41:32 - How to nail down your quarterly critical numbers Subscribe to Breakthrough Academy to never miss a video! � http://bit.ly/youtubebta Interested in working with us? Let's chat: https://trybta.com/welcome Join our Facebook Group: / contractorroundtable Connect with us on Social Media: Facebook: / thebreakthroughacademy Instagram: / btacademy LinkedIn: / 10175179 Email: info@btacademy.com Phone: 1-800-875-1704 #BTA #BreakthroughAcademy #BuildingSuccess

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth National Call.Speakers: Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed Income Portfolio ManagementRajeev Sharma, Head of Fixed Income 02:19 - The US Leading Indicators released by The Conference Board showed the month of July was down and that was followed by a decline in June, as well02:45 – The Bureau of Labor Statistics revised the Nonfarm Payroll report for the prior year by roughly 818,000 less 03:09 – Existing home sales grew 1.3% in July, halting the four-month sales decline which began in March03:46 – The Federal Reserve Chair, Jerome Powell, spoke at the Jackson Hole Symposium just hours ago04:53 – The Federal Open Market Committee (FOMC) released the meeting minutes from July's meeting. The overall theme observed was wide support for a September rate cut as the inflation risk has diminished and the risks to the labor market have increased06:38 – During Fed Chair Powell's press conference this morning, he addressed changing the direction of monetary policy as inflation has eased, the job market is not overheated, and the global supply chain has normalized. However, for rate cuts, the Fed will depend on incoming data08:33 – Fed Chair Powell seemed to have balanced and neutralized comments at his press conference this morning in regards to cutting rates by 25 basis points in September, but only if the data is encouraging 15:07 - Based on previous economic strategy, it seems that the Fed typically cuts rate by 25 basis points before it loosens or tightens its policies to not incite panic in the market. Even so, is the Fed too late to the game? 20:50 – Final comments highlighting the upcoming Key Wealth National Call Wednesday, September 4th at 1:00pm EST. Additional ResourcesKey Questions: "You're Killin' Me Smalls!" Will Small Caps Ever Outperform Again | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

American Trucking Associations (ATA) celebrates rejection of tax proposal. U.S. Leading Indicators index released - what are they and what do they mean. ATA July For-Hire Truck Tonnage Index released, what does it tell us. U.S. Job Growth far less than reported, not a surprise to listeners of ATN. How are crude oil prices reacting to easing Middle East supply concerns and economic weakness in China.

To learn more about Breakthrough Academy, click here: https://trybta.com/PCEP174   Get your free budget tool here: https://trybta.com/DLEP174   We all know the standard KPIs we need to track the success of a business. Dollars sold. Dollars produced. Gross profit. Net profit.    The only problem with these all-important metrics is that they are LAGGING indicators.   We find out about their performance AFTER the activity that drives them has already happened. They tell us whether we achieved the results we wanted, but say little about how to get those results in the future.   This is where LEADING indicators can be instrumental in helping you lead your team.   If you tell your project managers to raise gross profit next quarter, they won't know how.   But if you tell them to keep their materials expenses below 15% by following a more efficient ordering and purchasing process.    They actually stand a pretty good chance.   Today, Breakthrough Academy Coach Brayden Russell is on the show to break down how to turn your lagging indicators into leading indicators and orient your team towards success.      See omnystudio.com/listener for privacy information.

To learn more about Breakthrough Academy, click here: https://trybta.com/PCEP174   Get your free budget tool here: https://trybta.com/DLEP174   We all know the standard KPIs we need to track the success of a business. Dollars sold. Dollars produced. Gross profit. Net profit.    The only problem with these all-important metrics is that they are LAGGING indicators.   We find out about their performance AFTER the activity that drives them has already happened. They tell us whether we achieved the results we wanted, but say little about how to get those results in the future.   This is where LEADING indicators can be instrumental in helping you lead your team.   If you tell your project managers to raise gross profit next quarter, they won't know how.   But if you tell them to keep their materials expenses below 15% by following a more efficient ordering and purchasing process.    They actually stand a pretty good chance.   Today, Breakthrough Academy Coach Brayden Russell is on the show to break down how to turn your lagging indicators into leading indicators and orient your team towards success.      See omnystudio.com/listener for privacy information.

American Trucking Associations (ATA) celebrates rejection of tax proposal. U.S. Leading Indicators index released - what are they and what do they mean. ATA July For-Hire Truck Tonnage Index released, what does it tell us. U.S. Job Growth far less than reported, not a surprise to listeners of ATN. How are crude oil prices reacting to easing Middle East supply concerns and economic weakness in China.

Meet Jon. He's revolutionized Summit Ministries' fundraising, driving a 25% increase in active donors and securing their first seven-figure cash gift

We'll discuss all the details including a variety of charts and markets.The analysis found in these videos is appropriate for both beginning Traders and experienced traders alike.We look at only technical analysis using charts from various time frames using various vehicles. We use only the Candlestick charts and moving averages to determine our next best case scenario. Hosted on Acast. See acast.com/privacy for more information.

One of the most challenging things for people to wrap their heads around when learning to create No-BS OKRs is the power of progress key results, otherwise known as leading indicators. But leading indicators serve as critical data that may give you objective data on which to assess your progress, and, to inform decisionmaking. Today's guest is Elena Chopyak, a self-professed "data nerd," who I met through our mutual friend Rachel. When Rachel introduced Elena to me as an expert in leading indicators, I couldn't schedule a coffee talk fast enough. That coffee talk turned into an invitation back for this podcast episode. Aside from Elena's wiring for data and analysis, her career history also follows the Thinkydoer pattern: a winding, multidisciplinary path included interest in working outside the U.S., and curiosity in the emergency humanitarian space, which ultimately lead her to working with the International Rescue Committee (IRC) in Iraq for two years. She was brought on in a monitoring and evaluation role in child protection and education, where she became responsible for instrumenting, monitoring, and reporting on important indicators to assess impact; and then moved into a role in IRC's emergency response team that was focused both on monitoring and informing decisions about natural disaster and armed conflict responses (as well as deploying, herself).  In this episode, you'll hear about Elena's experiences and learnings working with leading indicators in high-stakes settings, tips for creating leading indicators that are useful and actionable, and, more about her self-described "squiggly" career. Also: the No-BS OKRs Workbook is live; we're getting ready to launch our No-BS OKRs Self-Assessment Tool; and the best way to keep track of what's happening with Thinkydoers and No-BS OKRs is to join our mailing list! Key Points From This Episode: How Elena ended up in the nonprofit space working on leading indicators. What drew her to the data and analytics side of nonprofit work. The purpose that leading indicators serve in resource-constrained companies. Challenges of creating leading indicators that provide actionable data. Two ways to determine whether or not an indicator is useful. Why there is no such thing as a perfect decision, even in high-stakes settings. Working back from your ‘why' and other pro tips for creating leading indicators. Reasons that intentionality and testing are so important. Setbacks that ended up propelling Elena's career forward. The value of having thought partners and focusing on tangible change. How continuous learning and mentorship can benefit your career.   Quotes: “It's important not to wait until something is a full-blown emergency and has made it to the news – One of our responsibilities is to be prepared – That's why [leading indicators are] so important.” — Elena Chopyak [11:25] “We don't create leading indicators so that we have pretty numbers on a dashboard in any setting. We create leading indicators because we're going to use them to inform a decision.” — @saralobkovich [15:50] “It comes back to thinking about the why. Why are you going to collect this [data]? Who is going to look at it? Who is using it? – Who is actually going to make any actionable change based on the data you're collecting?” — Elena Chopyak [20:33] “If you have a squiggly career, just know there are people who appreciate that. There are people who themselves have linear careers and don't understand you. That's fine, but there are those people out there who will appreciate your varied background.” — Elena Chopyak [27:22]

In this episode, Colter and 4 of TMP's top producing team member coach's dive into a discussion about leading indicators. What to track, how to hold ourselves accountable as team members, and how to set ourselves up to win big in insurance. Learn more about us at https://www.tmperspective.com Follow us! https://www.instagram.com/theteammemberperspective https://www.facebook.com/theteammemberperspective

In this episode, we're joined by Joe Ray, Manager of Marketing and Experience at Lighthouse Technology Services. Joe and Sam dig into the concept of brand ambassadors and how they can be empowered to drive better results for a company. But first: what even is a brand ambassador?! Brand ambassadors are individuals who share their experiences and insights, building trust and influence with others — but there's a spectrum, and Joe helps break that down for us.By developing their recruiters as brand ambassadors, Lighthouse Technology Services has attracted more clients and candidates — increasing impressions, engagements, and referrals. If you're interested in learning how to do the same, this is a must-listen episode! Chapters:00:00 - Podcast Intro02:00 - Joe's Approach to Brand Ambassadors05:30 - Defining Brand Ambassadors07:23 - Cultivating Trust and Influence: The Power of Brand Ambassadors10:40 - Getting Started on Your Branding Journey16:48 - Examples to Kickstart Your Brand Ambassadorship20:08 - The Power of Relationships and its Impact22:48 - Exploring Various Brand Ambassador Personas28:08 - Leading Indicators for Your Brand Ambassador Strategy30:16 - Overcoming Resistance to Brand Ambassador Initiatives32:24 - Final Thoughts and Podcast Farewell   Explore all our episodes and catch the full video experience at loxo.co/podcastBecoming a Hiring Machine is brought to you by Loxo. To discover more about us, just visit loxo.co

Ashley Lewin, Senior Director of Demand Generation, joins Steph Crugnola to talk about Demand Gen Dashboards and KPIs. In this episode, Ashley walks us through the Leading Indicators to measure when you're building a Demand Gen Dashboard. She encourages paying attention to qualitative insights like website traffic on high intent pages, tracking repeat engagement on content, and reinforcing marketing fundamentals to measure success. See the video on our ⁠⁠⁠⁠⁠YouTube Channel⁠

Join us for TrendsTalk this week as ITR Economist Taylor St. Germain highlights a few of our favorite Leading Indicators for the US economy in 2024!

In this episode, host Kiri Masters interviews Ash McMullen, the e-commerce lead at Advantice Health, the company that manufactures the brands Amlactin, Kerasal, and more.  Ash recently presented a case study about Advantice's portfolio brand “Triple Paste” at eTail West in Palm Springs, sharing how a strategic re-launch of this brand on Amazon ultimately led the product to become a top-3 seller in its category and 5X-ing total sales on Amazon within 2 years.  In this conversation you'll learn: How a ‘full-funnel' approach was key to success  - looking beyond ROAS (even planning for deteriorating ROAS in the journey) was key. Ash discusses the need to shift focus from traditional metrics like ROAS to broader, more relevant metrics aligned with the overall strategy. This shift allows for a more comprehensive evaluation of campaign success. The number one component for the re-launch? “Content, content, content” and how Ash positions investment in content to executives.   How a product variation strategy enhances the shopper experience.  How to have a great relationship with your finance team. Ash values collaboration between different teams, particularly with the finance team, to align marketing tactics with content strategies. Leading Indicators like new-to-brand percentage, traffic source analysis, and overall sales trends to ensure you're tracking toward a bigger goal like market share.  What Ash is excited about in ecommerce, and what she's changed her mind about. 

In this episode, host Colin Mitchell delves into the world of sales strategies with guest Carl Cox, CEO of Forty Strategy. They discuss the importance of focusing on leading indicators rather than just lagging indicators in sales. Carl emphasizes the significance of controlling actions that lead to outcomes and highlights the need for transparency and effectiveness in measuring sales activities.Follow the Host:Collin Mitchell (Partner, Leadium)Our Episode Guest:Carl Cox (CEO, 40 Strategy)Sponsored By:Leadium | The leader in outbound sales appointment setting*If you'd like to be a guest on the show or have any questions, email us at guest@salestransformation.co - Just tell us why you're reaching out and we'll contact you as soon as we can!

If you're measuring everything, you're measuring nothing. It's so important for you to pick a handful of key performance indicators (KPIs) for your team to focus on — or they won't end up moving the needle on anything. But how do you pick KPIs that matter, so you can motivate and incentivize your team to drive customer value (and ultimately, growth)? Instead of transactional measures of success, focus on customer-focused KPIs that let you measure moments of value. You need to know which parts of your product drive customer value and measure your ability to move them from one milestone to the next. In this episode of the Forget the Funnel Podcast — the first of two episodes on customer-led KPIs — Claire and Georgiana define customer-led KPIs and share why metrics that focus on helping customers solve problems are more actionable and motivating for your team.Discussed:The definition of KPIs and why each team needs them.Why focusing on transactional measures is a problem — and why measuring experiential moments in the customer relationship is the way to go.The prerequisites for setting customer-led KPIs and the importance of knowing which parts of your product drive value for the customer.Key Moments:2:30 - Georgiana defines KPIs and shares why they're a critical metric. She explains that when you measure everything, you're measuring nothing, so your team needs to focus on a few KPIs. 3:47 - Claire and Georgiana differentiate transactional measures of success — like trial-to-paid conversions or entering a credit card — from customer-focused KPIs, which measure experiential moments in the customer relationship. 6:40 - Georgiana explains why transactional measures of success can be problematic KPIs (even though lagging indicators like MRR and churn do matter).10:37 - Claire shares why it's a mistake to measure your growth team by lead numbers rather than focusing on lead quality or the value they can get down the line. Gia also speaks to success indicators that can be misleading, like daily, weekly, and monthly users, and breaks down MQLs, SQLs, and PQLs.16:10 - Claire asks Georgiana to share about the prerequisites for defining customer-led KPIs that tie your team's success to customer value.19:29 - Georgiana talks about how common it is for product teams to get so excited about their offering that they throw the kitchen sink at new customers because they're not sure about what parts of their product they should introduce to customers in which order.21:30 - The pair ends the episode by talking about converting customers in a low-touch way: You need to know the parts of the product that drive value and measure your ability to help customers get from one milestone to the next. Follow Georgiana on LinkedIn: https://www.linkedin.com/in/georgianalaudi/ Follow Claire on LinkedIn: https://www.linkedin.com/in/clairesuellentrop/Check out Forget the Funnel's website: https://forgetthefunnel.com/Get the free Forget the Funnel workbook to help you implement Customer-Led Growth: https://forgetthefunnel.com/workbook

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charter holder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Join Dr. Killeen in this insightful episode as he unravels the secrets behind leading indicators in dentistry. Discover why treatment planning stands out as the top predictive number in dental practices. Dr. Killeen shares his expertise in utilizing Blue IQ to analyze treatment plans versus case acceptance percentages, providing a roadmap to success. Learn how training your team to effectively educate patients on treatment plans can significantly boost your case acceptance rate. Tune in for a practical guide to elevating your dental practice through strategic leading indicators. For more information about Dr. Addison Killeen, visit: www.addisonkilleen.com or interact with him on a daily basis at www.DentalSuccessNetwork.com

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charter holder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Today's topic is the next five years in direct lending, and it's become increasingly clear that the next five years in direct lending won't be the same as the last. And today, we're talking with Kevin Marchetti of Man Varagon to see what he's seeing in markets and what he thinks that the three to five years is going to look like.

Tom welcomes back Matthew Piepenburg of Matterhorn Asset Management. They discusses various empirical indicators that suggest the US and the world are facing a recession. Matthew points to the yield curve, the Conference Board of Leading Indicators, the M2 money supply, the Fitch downgrade of the US Treasury, and the layoffs of major companies as evidence of an economic downturn. He also highlights the increase in bankruptcies, credit card delinquencies, and car loan repos, and refers to the "Oliver Anthony indicator" which reflects the struggles of the middle class due to non-reported inflation. Piepenburg warns against placing too much faith in technology to solve economic problems and emphasizes the importance of human insight. He argues that the US is in a depression rather than just a recession. He also discusses the risks of currency devaluation, the dangers of government centralization of power, and the need for financial policies and austerity measures. Piepenburg criticizes the lack of transparent political figures and the influence of special interests and lobbyists. He warns of potential consequences of the current trends in bond buying, the transition away from the US dollar, and the potential changes to the global financial system. He suggests that the COVID-19 pandemic may be a catalyst for structural changes in the financial system. Lastly, he highlights the rise of the Shanghai Gold Exchange as a potential competitor to London and COMEX in determining the price of gold. Time Stamp References:0:00 - Introduction0:37 - The General Decline7:38 - Depression Already Here10:32 - Growth & Technology16:27 - Endgame for Debt Systems30:47 - Politics Ruins Everything36:23 - Bonds & Feds Future Action43:18 - Dedollarization & Trade50:20 - Gold Moving East & Pricing57:28 - Gold and Risk Mitigation1:01:30 - Powell & Inflation1:04:48 - 2018 QT & Repo Crisis1:07:47 - Wrap Up Talking Points From This Episode US treasuries are being overbought by accessible investors such as hedge funds and low-yielding bonds are pushing up bond prices. The Federal Reserve is likely to intervene in such a situation to artificially support the bond market. The US dollar is being challenged by nations introducing alternative forms of payments for transactions outside the dollar, leading to a gradual deterioration of the currency's power. Gold is seen as a finite asset and store of value, and central banks are turning to gold due to its inflation hedge qualities, especially amid the threat of Donald Trump's QE 'backdoor'. John William's position that inflation is closer to 10% has been discussed and gold is becoming increasingly popular amongst China's youth. Guest LinksTwitter: https://twitter.com/GoldSwitzerlandWebsite: https://goldswitzerland.com/Articles: https://signalsmatter.com/Book (Amazon): https://tinyurl.com/pvpfmy8c Matthew Piepenburg is the Commercial Director of Matterhorn Asset Management AG and the author of the popular book, "Rigged to Fail". Matt is fluent in French, German, and English. He is a graduate of Brown (BA), Harvard (MA), and the University of Michigan (JD). His widely-respected reports on macro conditions and the changing behavior of risk assets are published regularly at SignalsMatter.com.

Three key metrics provide valuable insights into business performance and can be indicators for predicting future success. The first metric is "Treatment on the Books in the Next Two Weeks," which offers a glimpse of the gross revenue expected in the upcoming 14 days. The second metric, "Treatment Planned Dollars This Week," represents the beginning of the revenue funnel, tracking planned treatments that may turn into revenue in the future. The third metric, "Schedule Looking Forward," assesses how booked the practice is and informs decisions about hiring and marketing efforts. Dr. Addison Killeen also offers access to their spreadsheets and additional metrics on his website, providing practical tools for business analysis.

Links Try Benchmarks Explorer Learn More About Databox Subscribe to our newsletter for episode summaries, benchmark data, and more Kevin Lord Barry shares how to track leading indicators in your paid ads to more accurately know what results you'll see when the deals finally close months later.Links Follow Kevin Hire Kevin (or learn more)

Today Andy is joined by  our special guests, Carole Mahoney, Founder of Unbound Growth, Paul Fuller, CRO at Membrain, and Sean Burke CRO of Prometric. To begin, the group dissects the tagline "how you sell matters" and explore the nuances of the sales process. They analyze factors that influence the selection of a vendor, the role of trust and adaptability, and the power of understanding the buyer's business.But it's not just about the process or methodology. It's about how individuals adopt and personalize these techniques for the buyer's experience. We'll explore the consequences of unrealistic goals and pressure on sales teams, as well as the impact of confidence and client satisfaction on sales performance.The roundtable challenges conventional beliefs about sales, debunking the negative stereotypes often associated with the profession, and shed light on the true meaning of sales as a collaborative exchange of value and emphasize the importance of actively listening to clients.Host Andy Paul is the expert on modern B2B selling and author of three best-selling, award-winning sales books, including his latest Sell Without Selling Out. Visit andypaul.com to subscribe to his newsletter for even more strategies and tips to accelerate your win rate!Thank you to our sponsors:AllegoClozdCognism

Levi talks about how you're setting your goals incorrectly, and how one small change can make an extraordinary difference in how you motivate and push yourself in trading.

In this episode, hosts John McMahon and John Kaplan sit down with Jeremy Duggan, a seasoned sales leader with a track record of success. They delve into the challenges and strategies of building a sales team from scratch and inspiring them to achieve greatness. Jeremy emphasizes the importance of data, facts, and transparent leadership. He shares insights on the three R's of leadership, leading indicators for success, and the role of education and development in reaching sales goals. The episode highlights the value of constant self-improvement and learning in the dynamic world of sales leadership.KEY TAKEAWAYS[00:01:09] Starting from Scratch and Inspiring Teams[00:01:51] Data and Facts in Leadership[00:02:03] Leading Indicators for Success[00:02:44] Education and Development[00:13:13] The Importance of Full Transparenc[00:13:38] Continuous Self-ImprovementHIGHLIGHT QUOTES[00:02:27] The Winning Lottery Numbers of Leadership - "What I say to people here is, when I talk to you about leadership and the three R's or the leading indicators in sales, what I'm actually doing is handing you the winning lottery numbers. All you've got to do is go down to the shop and buy a ticket."[00:05:41] The Importance of Inspection for Improvement - "Inspection is a mechanism for improvement because they know you have their best interest at heart."[00:09:18] Self-Coaching and Continuous Improvement - "I didn't really remember big mistakes, even though I know I've made loads of little ones because, for me, the whole point of making a mistake is immediately recognizing it, and then you figure out why you did it so you don't do it again." [00:11:28] Participate in Your Own Rescue - "You have to participate in your own rescue and have self-awareness and self-reflection. You don't wait for anybody to tell you or give you feedback. You give yourself the feedback first."Listen to the full episode with Jeremy Duggan in this link:https://revenue-builders.simplecast.com/episodes/all-you-need-to-know-about-good-leadership-with-jeremy-dugganCheck out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4

Step into the intriguing world of real estate syndication with Shane Thomas, co-founder and managing partner of Catalyst Equity Partners. This insightful journey uncovers how Shane transitioned from a Certified Public Accountant (CPA) to a successful real estate syndication investor, using his finance acumen to manage a portfolio of nine properties and 1,900 units. Explore the significance of having a CPA on your team for accounting review and how a fractional Chief Financial Officer (CFO) can turbocharge your business growth. Also, discover the pivotal role networking plays in securing prime deals and the potential that lies in value-add heavy renovations.Shane further delves into his experience as a Limited Partner (LP) and General Partner (GP), underlining the importance of asset management. Understand the unique business strategies they've implemented, their relationship with property managers, and their Key Performance Indicator (KPI) analysis approach. Shane and his business partner, Prashant, have streamlined systems for regular check-ins with their property manager, monthly reviews with the regional manager, monthly Profit & Loss (P&L) reviews, and quarterly distributions to investors. Learn how their effective communication skills and KPI tracking enable them to implement necessary changes quickly. Stay informed with their list of 15-20 key indicators that provide them with control over their assets. Don't miss this insightful journey!Don't miss the opportunity to connect with Shane Thomas directly. Visit his LinkedIn profile to network, gain further insights, and stay updated with his latest projects in real estate syndication. This is a great chance to learn from an industry expert and expand your professional network. You can find him on LinkedIn at Shane Thomas.Also, be sure to check out Catalyst Equity Partners' website for more detailed information about their portfolio, investment strategies, and value-add renovation projects. There's a wealth of knowledge waiting for you there. Visit Catalyst Equity Partners today!VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Our guest this week is Dave Sekera. Dave is chief U.S. market strategist for Morningstar Research Services. In his role, Dave publishes research and commentary on the state of the markets and is a leading voice on Morningstar.com and other platforms. Before assuming his current role, Dave was a managing director for DBRS Morningstar. Prior to joining Morningstar in 2010, Dave worked in the alternative asset management field. Dave earned his bachelor's degree in finance and decision sciences from Miami University and holds the Chartered Financial Analyst designation. You can follow him on Twitter at @MstarMarkets.BackgroundBioTwitter handle: @MstarMarketsStock Market and Market Concentration“The U.S. Stock Market Is Undervalued, but It Looks Like a Rough Road Ahead,” by Dave Sekera, Morningstar.com, March 3, 2023.“What to Expect From Stocks in 2023,” by Susan Dziubinski and Dave Sekera, Morningstar.com, Jan. 23, 2023.“How to Invest in 2023′s Uncertain Market,” by David Sekera, Morningstar.com, March 27, 2023.“Q3 Stock Market Update: Time to Batten Down the Hatches or Raise the Sail,” by Dave Sekera, Morningstar.com, June 30, 2023.“3 Cheap Stocks to Buy and Hold This Summer,” by Dave Sekera and Susan Dziubinski, Morningstar.com, July 10, 2023.“Markets Brief: The ‘Magnificent 7′ Stock Have Driven the Rally, but Are They Too Expensive Now?” by Caryl Anne Francia, Morningstar.com, June 23, 2023.“Despite Rally, Stock Market Remains Undervalued,” by Dave Sekera, Morningstar.com, May 8, 2023.Sector View“4 Stocks to Buy in Q3 2023,” by Dave Sekera and Susan Dziubinski, Morningstar.com, July 5, 2023.“33 Undervalued Stocks,” by Susan Dziubinski, Morningstar.com, July 3, 2023.“10 Top Small-Cap Stocks to Buy for the Long Term,” by Susan Dziubinski, Morningstar.com, June 20, 2023.“2 Big Tech Stocks to Buy,” by David Sekera, Ali Mogharabi, and Susan Dziubinski, Morningstar.com, May 8, 2023.Value and Quality“Markets Brief: Fading Recession Fears, Cheap Valuations Have Small-Cap Stocks Looking Attractive,” by Sandy Ward and Jakir Hossain, Morningstar.com, June 2, 2023.“4 Undervalued Wide-Moat Stocks With Defensive Traits,” by Susan Dziubinski and Dave Sekera, Morningstar.com, June 26, 2023.Macroeconomic EnvironmentPreston Caldwell“U.S. Leading Indicators,” The Conference Board, conference-board.org, June 22, 2023.Bonds and Credit and Risk“Markets Brief: There's Good News for Investors in Rates Staying Higher for Longer,” by Tom Lauricella and Caryl Anne Francia, Morningstar.com, July 7, 2023.“5 Undervalued Stocks for a Sideways Market,” by David Sekera and Susan Dziubinski, Morningstar.com, May 22, 2023.“Where to Invest in Bonds in 2023,” by David Sekera, Morningstar.com, Dec. 14, 2022.Real Estate“5 Cheap Real Estate Stocks to Buy,” by David Sekera and Susan Dziubinski, Morningstar.com, March 6, 2023.“Markets Brief: 10th Straight Fed Rate Hike Rate on Tap,” by Sandy Ward and Jakir Hossain, Morningstar.com, April 28, 2023.