Podcasts about Lehman

Keith Breslauer, Managing Director & Senior Partner at Patron Capital Partners, joins me on the People Property Place Podcast this week.   Please note that this conversation was originally released on the 18th July 2024, and we have decided to re-release it given the recent news that Mitsubishi Estate Co. has acquired a majority stake in European private equity property fund manager Patron Capital.   In this conversation, we trace Keith's journey from a self-funded entrepreneur in New York to building one of Europe's leading opportunistic real estate investment firms - Patron Capital Partners, with over €5.4bn raised across 17 countries.   Keith is honest, reflective, and deeply driven by purpose. He doesn't shy away from the challenges and lessons learned from nearly three decades in private equity real estate.   If you're interested in real estate fund management, distressed investing, fundraising, or leadership driven by long-term thinking and values, this episode is jammed packed full of wisdom.   Key Topics Covered In This Episode:   •       Early career lessons and building a software business to fund his education •       How a career in secured credit at Lehman Brothers led him into European real estate •       Why he left Lehman to start Patron and how he raised his first fund •       What made Patron's hybrid local partner model so effective across Europe •       Alignment between LPs, Patron's internal team, and local operating partners •       Why discipline on leverage preserved Patron's position through GFC and COVID •       What he learned from raising and deploying seven funds •       We discuss the most recently €860m raise for Fund VII •       The opportunity set today - distress, ESG, supply-demand mispricing •       Fund structure, deal sizing, and where specifically Patron deploys it capital •       The evolution of his investor base and the shift away from US LPs •       How political and macro uncertainty is affecting decision-making •       Reflections on legacy, purpose, and why charity work has become so central to him   And finally… With £500m to invest – which People, what Property, and which Place would he choose?   Enjoying the show? Follow and turn on notifications so you never miss an episode.   The People Property Place Podcast is powered by Rockbourne – Giving Real Estate Investors a difficult choice of who to hire.   If you're serious about adding game-changing talent in 2025 and are open to doing it differently, DM me on LinkedIn.   #realestate #privateequity #property #fundmanagement #podcast

Becky Starkey is the Vice-President of Marketing and Supplier Advancement at United Electric Supply Co. Tara Lehman is the Director of Strategic Marketing - Industrial at Wesco. 

We interview Professor Christopher Summerfield from Oxford University about his new book "These Strange New Minds: How AI Learned to Talk and What It". AI learned to understand the world just by reading text - something scientists thought was impossible. You don't need to see a cat to know what one is; you can learn everything from words alone. This is "the most astonishing scientific discovery of the 21st century."People are split: some refuse to call what AI does "thinking" even when it outperforms humans, while others believe if it acts intelligent, it is intelligent. Summerfield takes the middle ground - AI does something genuinely like human reasoning, but that doesn't make it human.Sponsor messages:========Google Gemini: Google Gemini features Veo3, a state-of-the-art AI video generation model in the Gemini app. Sign up at https://gemini.google.comTufa AI Labs are hiring for ML Engineers and a Chief Scientist in Zurich/SF. They are top of the ARCv2 leaderboard! https://tufalabs.ai/========Prof. Christopher Summerfieldhttps://www.psy.ox.ac.uk/people/christopher-summerfieldThese Strange New Minds: How AI Learned to Talk and What It Meanshttps://amzn.to/4e26BVaTable of Contents:Introduction & Setup00:00:00 Superman 3 Metaphor - Humans Absorbed by Machines00:02:01 Book Introduction & AI Debate Context00:03:45 Sponsor Segments (Google Gemini, Tufa Labs)Philosophical Foundations00:04:48 The Fractured AI Discourse00:08:21 Ancient Roots: Aristotle vs Plato (Empiricism vs Rationalism)00:10:14 Historical AI: Symbolic Logic and Its LimitsThe Language Revolution00:12:11 ChatGPT as the Rubicon Moment00:14:00 The Astonishing Discovery: Learning Reality from Words Alone00:15:47 Equivalentists vs Exceptionalists DebateCognitive Science Perspectives00:19:12 Functionalism and the Duck Test00:21:48 Brain-AI Similarities and Computational Principles00:24:53 Reconciling Chomsky: Evolution vs Learning00:28:15 Lamarckian AI vs Darwinian Human LearningThe Reality of AI Capabilities00:30:29 Anthropomorphism and the Clever Hans Effect00:32:56 The Intentional Stance and Nature of Thinking00:37:56 Three Major AI Worries: Agency, Personalization, DynamicsSocietal Risks and Complex Systems00:37:56 AI Agents and Flash Crash Scenarios00:42:50 Removing Frictions: The Lawfare Example00:46:15 Gradual Disempowerment Theory00:49:18 The Faustian Pact of TechnologyHuman Agency and Control00:51:18 The Crisis of Authenticity00:56:22 Psychology of Control vs Reward01:00:21 Dopamine Hacking and Variable ReinforcementFuture Directions01:02:27 Evolution as Goal-less Optimization01:03:31 Open-Endedness and Creative Evolution01:06:46 Writing, Creativity, and AI-Generated Content01:08:18 Closing RemarksREFS:Academic References (Abbreviated)Essential Books"These Strange New Minds" - C. Summerfield [00:02:01] - Main discussion topic"The Mind is Flat" - N. Chater [00:33:45] - Summerfield's favorite on cognitive illusions"AI: A Guide for Thinking Humans" - M. Mitchell [00:04:58] - Host's previous favorite"Principia Mathematica" - Russell & Whitehead [00:11:00] - Logic Theorist reference"Syntactic Structures" - N. Chomsky (1957) [00:13:30] - Generative grammar foundation"Why Greatness Cannot Be Planned" - Stanley & Lehman [01:04:00] - Open-ended evolutionKey Papers & Studies"Gradual Disempowerment" - D. Duvenaud [00:46:45] - AI threat model"Counterfeit People" - D. Dennett (Atlantic) [00:52:45] - AI societal risks"Open-Endedness is Essential..." - DeepMind/Rocktäschel/Hughes [01:03:42]Heider & Simmel (1944) [00:30:45] - Agency attribution to shapesWhitehall Studies - M. Marmot [00:59:32] - Control and health outcomes"Clever Hans" - O. Pfungst (1911) [00:31:47] - Animal intelligence illusionHistorical References

The Frank and Jill Show 6-17-25 - Dr. Lehman - Joe Holleman - Rick Horton by

Many couples who receive a later in life identification of autism or neurodiversity in marriage come to couples' work traumatized. In addition, we may come to marriage with our own unresolved trauma from life! How does unresolved or unprocessed trauma impact your neurodiverse marriage? We will be discussing that today with Dr. Karl Lehman.About our Guest:Dr. Karl Lehman is a board-certified psychiatrist with twenty-five years and more than 40,000 hours of clinical experience. He has worked tenaciously throughout his career to integrate his personal Christian faith with medical science, modern mental health care, and his rigorous scientific training. He has researched and worked especially to integrate faith-based emotional healing with insights provided by psychological and neurological research. Dr. Lehman is also deeply committed to his own growth and healing.Dr. Lehman has been married for over 20 years to Charlotte, and he and Charlotte work as a team to apply everything they learn about growth and healing in the context of their marriage.Author of Outsmarting Yourself and The Immanuel Approach.

Join me with my guest, Amy Cross from The CrossLegacy, as we discuss how to properly harvest, wash, dry and store your produce so it lasts weeks (or months) longer!Amy is filled with great tips, from how to know how to wash different types of produce to which items are "produce buddies" or "produce frienemies."For more details, visit the blog post here: https://homesteadingfamily.com/how-to-keep-fruit-fresh-longer/Be sure to check out Amy's Zero Waste Produce Guide (use coupon code "Homesteading15" for 15% off) here: https://thecrosslegacyshop.com/Thanks to Lehman's for sponsoring this podcast. Be sure to sign up for our newsletter to get the latest discount codes and check out their offerings here: https://lehmans.com Time Stamps0:00 - Introduction2:21 - Lehmans3:56 - Main Topic~~~~~~~~~~~~~~~MORE ABOUT US!WELCOME! We're so glad you're here! We are Josh and Carolyn Thomas. Together with our eleven children, we are The Homesteading Family where we're living a self-sustainable life in beautiful North Idaho. Let us welcome you and show you a bit about us here: http://bit.ly/HFWelcomeVideoGrow, Preserve & Thrive with us!Visit us on our blog: https://www.homesteadingfamily.comFacebook at https://www.facebook.com/homesteadingfamilyInstagram: https://instagram.com/homesteadingfamilyRumble: https://rumble.com/HomesteadingFamilyA few highlights you don't want to miss are our FREEBIES!!Healthy Healing at Home – Learn how to confidently use herbal medicine in your home with this FREE 4 video workshop: https://homesteadingfamily.com/HHHytYour Best Loaf – A Free 4 video workshop teaching you how to make great bread at home, every time, regardless of the recipe you are using: https://homesteadingfamily.com/free-bread-workshopMeals on Your Shelf – Can along with me!  Learn to can and put jars of a delicious meal on your pantry shelf with this FREE video series: https://homesteadingfamily.com/MOYS-free-workshopFREE PDF DOWNLOADS:- Carolyn's Cottage Garden herb list - Carolyn's favorite herbs for growing at home.https://homesteadingfamily.com/CGHL_YT- Your FREE Guide to Preserving Eggs - Grab your guide to preserving eggs with multiple methods. https://homesteadingfamily.com/Eggs_YT- 5 Steps to a Healthy Garden - Get an explanation of what makes healthy soil and 5 steps you can take to improve your garden. https://homesteadingfamily.com/5StepsGardenYT- Fearless Fermenting- A simple guide on basic lacto-ferments. https://homesteadingfamily.com/FF_YTEnjoy this super special deal! Every single month, we send out a physical magazine to over 10,000 subscribers. Each issue is packed with fresh inspiration for your kitchen, practical homesteading tips, and traditional wisdom from seasoned homesteaders. If you subscribe right now, you will get your first issue for just $1!!

Kommt es zu einer großen Wirtschafts- und #Finanzkrise ist die Wahrscheinlichkeit hoch, dass man seine Aktien, ETF und Anleihen – also alles in ihrem #Investment Portfolio - zum Teil oder ganz verliert. Nach meinen vergangenen über #TheGreatTaking, habe ich Hunderte an eMails erhalten. Es sieht furchtbar aus. Ein sehr kleiner, kompetenter Teil hat es verstanden und hat mir helfen können. Zusammengefasst gesagt: Ja, da ist wirklich was dran und die Abwehrmöglichkeiten sind ungewiss. - ✘ Werbung: Mein Buch Politik für Wähler ► https://amazon.de/dp/B0F92V8BDW/ Mein Buch Katastrophenzyklen ► https://amazon.de/dp/B0C2SG8JGH/ Kunden werben Tesla-Kunden ► http://ts.la/theresia5687 Mein Buch Allgemeinbildung ► https://amazon.de/dp/B09RFZH4W1/ - Q1 ► https://en.wikipedia.org/wiki/Bankruptcy_Abuse_Prevention_and_Consumer_Protection_Act Q2 ► https://bankruptcyroundtable.law.harvard.edu/2016/10/04/did-bankruptcy-reform-contribute-to-the-rise-in-structured-finance/ Q3 ► https://corpgov.law.harvard.edu/2012/05/22/lehman-bankruptcy-court-interprets-safe-harbor-protections/ ► https://www.nysb.uscourts.gov/sites/default/files/opinions/171257_58884_opinion.pdf Q4 ►https://consorsbank.de/web/Service/Preise-Zinsen/Preise-Zinsen-Wertpapiere Q5 ► https://de.wikipedia.org/wiki/Triffin-Dilemma Q6 ► https://www.gesetze-im-internet.de/wpapg/__7.html -

I'm currently soaking up every moment of maternity leave, but I couldn't wait any longer to share the story of how our sweet Lila Madeline Lehman came into the world. And who better to join me than the incredible woman who carried her—our gestational carrier (and my sister-in-law!), Maddy.In this episode, Maddy and I relive Lila's birth story—from the days leading up to delivery after Trav and I arrived in the U.S., to the surprise of her being eight days overdue (!), to how labor and delivery unfolded, and everything that followed.It's an emotional, full-circle conversation now that we're on the other side and Lila is finally here. This episode gives me all the feels, and I'm so excited for you to listen… and selfishly, to have this as a keepsake that we'll treasure forever.----Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠@surrotales⁠⁠⁠⁠⁠⁠⁠⁠Email: surrotales@gmail.com

Today's guest is Beth Lehman and her story is a powerful one. She was diagnosed with alcohol related cirrhosis of the liver in 2019 and, while waiting for a transplant, was also diagnosed with liver cancer in 2020. Beth received her liver transplant in 2021 and has used her second chance to share her story, working with national organizations and speaking with current patients about the path they are walking.We talk about the emotional and spiritual layers of cancer, the complexities of liver disease, alcoholism (Beth is completely transparent), new perspectives on life, and so much more!! With grace and courage, Beth reflects on the unexpected blessings that emerged through her most difficult days, and how faith, connection and perspective carried her through.Resources:Beth's LinkedIn: https://www.linkedin.com/in/bethlehmanlivercancer/Beth's Facebook: https://www.facebook.com/beth.w.lehman.7Beth's Instagram: https://www.instagram.com/bethlehmanliver/Beth's Website: https://bethlehmanliver.com/Follow:Follow me: https://www.instagram.com/melissagrosboll/My website: https://melissagrosboll.comEmail me: drmelissagrosboll@gmail.com

In another episode of Better Business, Better Life, Debra Chantry-Taylor chats with Jan Lehman, CEO of CTC Productivity and author of Work Smart, Do More - about how to create happier, more effective workplaces combining EOS tools with Microsoft 365 and AI. Jan shares how leaders can stop making assumptions, start leveraging tech like Microsoft CoPilot, and invest in their teams to work smarter - not just harder. From simplifying software use to creating happier, more productive workplaces, this episode is packed with insights that will help you reduce stress and get more done. If your team is busy but not productive, this episode will help you work smarter - not just harder.  CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         GUEST'S DETAIL: ► CTC Productivity   ► Grab your Copy of Work Smart Do More   ► Jan Lehman - LinkedIn Chapters:   00:29 - Guest Overview   01:37 - Jan's Career Journey   02:51 - Productivity and Happiness   06:30 - Challenges and Opportunities in Productivity   10:13 - Adopting Microsoft 365 and AI Tools   16:17 - EOS Integration and Personal Impact   32:15 - Top Tips for Improving Productivity   36:35 - AI and CoPilot in Microsoft   40:05 - Final Thoughts and Resources    

In a world increasingly divided, can diplomacy speak with a new voice? From Hong Kong, a bold new initiative is taking shape: the International Organization for Mediation, or IOMed, promises to settle disputes not with judges and rulings but with conversation and consensus. Is this a fresh, flexible alternative to the courtroom or a so-called challenge to the existing global legal order? What's the future of peaceful dispute resolution?Host Tu Yun joins Helen Han, Co-founder and Secretary General of the Beijing Club for International Dialogue, Edward Lehman, Founder and Managing Director of China-based law firm Lehman, Lee & Xu, and Bai Xianyue, Partner of Grandall Law Firm Tianjn Office to take a close look on this week's Chat Lounge.

How to Survive the Coming Real Estate Storm – What Sean Kelly-Rand Learned at Lehman   For the experienced real estate investor or sponsor, this is a masterclass in what really matters.   When Lehman Brothers unraveled in 2008, it exposed a truth that many in the real estate world still prefer to ignore: even the most sophisticated capital structures can implode when the cost of capital and access to liquidity are misunderstood – or worse, taken for granted. My podcast/YouTube show guest today, Sean Kelly-Rand, didn't just watch that collapse unfold; he lived through it from inside and the playbook he uses today as the managing partner of RD Advisors is shaped, in part, by that early, formative experience.   His approach offers a deeply pragmatic framework for anyone navigating real estate in today's uncertain climate. In an era of overpromised alpha and fragile capital stacks, Kelly-Rand's doctrine is a study in restraint, structure, and staying power.   From the Heart of Lehman to the Edges of Risk   Kelly-Rand joined Lehman Brothers in 2006, just before the implosion, drawn by its dominance in the bond markets which he saw, even then, as the true engine behind real estate. While most looked to equity investment banks for leadership, he understood that the debt markets were where real decisions were made. His work centered on real estate financing and syndication, with a front-row view of a business model that was, in hindsight, structurally doomed.   Lehman's capital stack had been stretched too far – built on short-term funding to support long-term positions. As the firm accumulated assets, expanding its real estate exposure from $5 billion to over $36 billion, it did so with virtually no cushion. Liquidity was cheap and ubiquitous, but inherently unstable. When securitization markets seized up, those long-term assets could not be offloaded without catastrophic discounts to book value. And because any sale would have forced a full repricing of the entire book, no sale could be tolerated. Lehman was stuck – and the system broke.   That lesson remains central to Kelly-Rand's thinking today. The real issue wasn't the quality of the assets; it was the fragility of the structure behind them. Risk wasn't in the deal. It was in the funding.   Rebuilding from the Ground Up   In the years that followed, Kelly-Rand transitioned from the institutional capital markets to operating in the private lending space. He co-founded RD Advisors not just to chase yield, but also to build a firm capable of weathering downside scenarios – starting with a clean-sheet design of its capital strategy.   The fund today focuses exclusively on senior secured debt, kept short in duration and conservatively underwritten. The business avoids the artificial stability of interest reserves or payment-in-kind structures that mask actual performance. Instead, it emphasizes cash-paying borrowers and short-term duration to preserve optionality and liquidity. Leverage is kept modest by design, with loan-to-value ratios structured around exit values that tolerate declining markets. Crucially, every deal is evaluated with a focus on capital preservation. Underwriting is done not with optimism, but with contingency: would the fund be comfortable owning the asset if they had to should a borrower walk? If the answer is anything but a clear yes, the deal doesn't proceed.   This mentality isn't just prudent, it's essential. The goal is to never rely on someone else's execution for one's own capital security. And that institutional memory from the GFC sits the core of the process.   Avoiding the Illusion of Alpha   Much of what passes for outperformance in today's real estate environment is simply leverage in disguise. Sponsors show high IRRs, but beneath them is a capital structure dependent on favorable refis or asset appreciation that may no longer be achievable. That's not skill, it's exposure.   Kelly-Rand's fund's returns, by contrast, are deliberately boring. They are stable, predictable, and quarterly. It's a feature, not a bug. In fact, Kelly-Rand views volatility as a symptom of poor underwriting or misaligned structure, not a badge of aggressive performance.   He's wary, too, of the growing interest in ‘loan-to-own' strategies, particularly among opportunistic capital looking to buy defaulted notes in the hopes of acquiring assets at a discount. While technically accurate – private credit can convert into equity when things go wrong – he emphasizes that building a business around that premise introduces operational complexity, execution risk, and volatility that neither he nor his investors are seeking.   Today's Market Echoes the Last Crisis   What concerns Kelly-Rand most now is how little has changed in institutional behavior since the last crisis – and how closely today's market echoes that of 2007.   There is the same creeping complacency in the banking system. Institutions are holding loans at par that would clear far below face value if sold today. Marking one loan down would trigger writedowns across the portfolio, and many banks simply can't handle that. Instead, they hold and wait, even as rates rise and deposits become more expensive than the loans on their books. This, too, is unsustainable and, like last time, it's a question not of credit risk, but of duration mismatch and funding fragility. Depositors have not yet realized en masse that their money could be earning 4.5% elsewhere. But when they do, the cost of capital for banks could spike rapidly and the system isn't ready.   Worse still, foreign capital, the marginal buyer that has helped sustain U.S. real estate valuations for decades, may be losing interest. If geopolitical or currency instability weakens demand for U.S. treasuries or assets, long-term rates could drift higher, even if the Fed cuts short-term rates. That shift would have a profound impact on real estate pricing, permanently resetting cap-rate expectations – and values.   A Framework for the Informed Investor   The takeaway for sponsors and investors is stark but empowering: you don't need to predict the next crash, but you must be structurally prepared for it.   Kelly-Rand's fund is an expression of that principle. It's structured to be resilient, not just profitable. Its margins are modest but consistent. Its leverage is low by design. And its underwriting focuses on the downside – not because of fear, but because of discipline. His experience at Lehman Brothers gave him a visceral understanding of how quickly capital evaporates when confidence is lost. What makes his insights so valuable today is not just that he's survived a cycle but that he's operationalized that survival into a repeatable, durable framework.   In a world where risk is increasingly hidden behind optimism and spreadsheets, Sean Kelly-Rand offers a different kind of edge: memory.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

In this powerful episode of My Simplified Life, host Michelle Glogovac sits down with advocate and community leader Lauren Lehman Carter to explore what it means to find your voice in today's complex world. Together, they dive into the intersections of personal identity, boundary-setting, and the emotional labor of activism. From grassroots organizing to the realities of politics in daily life, this conversation unpacks how women can create meaningful change while navigating their own growth. Michelle and Lauren also discuss the role of social media in modern advocacy, the importance of supportive communities like The PERSIST. Network, and how to stay grounded while fighting for what matters. If you're passionate about social justice, personal development, and using your voice for impact, this episode is for you. What We're Talking About... Advocacy is about using your voice to make a difference. Personal growth often involves shedding the need for approval. Setting boundaries is essential for mental health and service. The PERSIST. Network empowers individuals to engage in advocacy. Politics permeates every aspect of our lives, making it essential to discuss. Women's rights and education are critical issues in advocacy. Finding your voice in activism can be a challenging but rewarding journey. Social media can amplify advocacy efforts but requires careful navigation. Balancing personal life with activism is a common struggle for advocates. Authenticity in sharing experiences can resonate deeply with others. Chapters 00:00 Introduction and Background 04:30 Navigating Personal Growth and Identity 07:42 Advocacy and Community Engagement 10:40 The Power of Voice and Authenticity 13:49 Challenges in Political Discourse 16:24 Passion for Social Issues 19:47 Finding Balance in Activism 22:34 The Importance of Connection 25:40 Conclusion and Future Endeavors 33:35 Empowering Voices through Community Engagement 34:26 Building Relationships for Advocacy Links Mentioned Lauren Lehman Carter's Website ​https://www.laurenlehmancarter.com/  Lauren Lehman Carter on Instagram ​https://www.instagram.com/laurenlehmancarter/  The PERSIST. Network ​https://www.thepersistnetwork.com/  The PERSIST. Network on Instagram https://www.instagram.com/thepersistnetwork/    ​    

Taylor Lehman of Bite-Sized Bison joins DoctorGC to talk IU football! We recap Indiana's spring season, discussing the transfer portal additions that the Hoosiers made and how they have shaped the roster for the upcoming season. We also take an in-depth look at each of the position groups and get Taylor's thoughts on where they stand --- and how they stack up against Big Ten competition. We also discuss some of IU's recent recruiting successes, and why the 2026 class feels different from past years. Finally, we look at IU's SP+ projections for the 2025 season, how those compare to 2024's projections, and the pivot games that Indiana will need to win this year. 

Jon Lehman joins the JMO Podcast to share his story and some fishing wisdom. He and his brother Sam host and produce MinnDak Outdoors which you'll find on YouTube and social media. MinnDak Outdoors showcases all kinds of fishing opportunities around the midwest and beyond including some adventurous shore fishing and small "no name" lake type opportunities. In this interview we find out where Jon's fishing passion comes from, we also hear the origin story of his YouTube channel which now has 238K subscribers. We end the conversation with some great recommendations from Jon on how to find and gear up for good shore fishing opportunities anywhere.OnX Fish - https://www.onxmaps.com/fish/app PROMO CODE: “JMO” for 20% offZulauf Construction - https://www.zulaufconstruction.com701-630-0197Risovi Taxidermy Studio - www.risovitaxidermystudio.comDevils Lake Tourism - www.devilslakend.comWebsite - www.jmopodcast.comFacebook - https://www.facebook.com/JMOFishingPodcastInstagram - https://www.instagram.com/the_jmopodcast/

This 4-in-1 compilation episode is about capital that doesn't flow on its own. It has to be pushed into places with no pitch decks and no polished management teams. The places where spreadsheets say “too risky,” but the need is obvious to anyone paying attention.This is capital for the common good, yes – but it's also capital that works. These aren't grants. These are investments with measurable returns and track records to prove it.In this episode, we revisit conversations with four guests who've built the policies and portfolios to make this kind of capital move.Jenn Pryce, President and CEO of Calvert Impact CapitalJenn describes Calvert Impact Capital as a bridge between retail capital and the places banks won't go – solar in Sub-Saharan Africa, affordable housing in the U.S., even sovereign bonds too small for Wall Street to care about. With over $2.5 billion raised, their flagship Community Investment Note is accessible for as little as $20.For Jenn, community investing isn't about beating the market – it's about redefining it. “We've learned the risk isn't where people think it is,” she says. By working through local intermediaries and building data-driven track records, Calvert helps prove what's possible.Full episodeBen Rick, Co-Founder of Social and Sustainable Capital (SASC)Ben left the City not because he couldn't succeed there – but because he did. After years at Goldman, UBS, and Lehman, the returns stopped justifying the worldview. “Surely there's something I can do that's better than this,” he told himself.That became Social and Sustainable Capital, a private credit fund lending to UK charities – no shareholders, no profit motive, but plenty of contracts to deliver critical services.SASC backs groups supporting domestic abuse survivors, people with disabilities, and youth exiting care – organizations with steady revenue but little access to traditional finance.Full episodeStephen Muers, Chief Executive Officer of Better Society Capital (BSC)Stephen Muers came to Better Society Capital after a high-level government career – and brought with him a systems brain. At BSC, the mission isn't just to make good investments. It's to make social investment possible at scale.BSC operates at the wholesale level, backing funds that then invest in frontline charities, social enterprises, and mission-driven lenders.BSC is also focused on market transformation. In 10 years, they've helped grow the UK social investment market 12-fold. And yet, it still isn't enough.Full episodeStewart Langdon, Partner and Co-Head of South Asian Investments at LeapFrog InvestmentsStewart joined LeapFrog early, back when the firm was still raising its first fund. He came in to help move serious capital into places most investors overlook – India, Sub-Saharan Africa, Southeast Asia – and do it in a way that actually reaches people.LeapFrog started with insurance. Not because it was easy, but because it mattered. Health shocks, accidents, lost assets – these were the things pulling families back into poverty. Then came credit. Then healthcare. Same model each time: back companies already trusted in their communities, and help them grow.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK

On this episode of Future of Freedom, host Scot Bertram is joined by two guests with different viewpoints about whether federal involvement safeguards or endangers free speech on college campuses. First on the show is Keith E. Whittington, is the David Boies Professor of Law at Yale Law School and founding chair of the Academic Freedom Alliance. Later, we hear from Charles Fain Lehman, fellow at the Manhattan Institute and senior editor of City Journal. You can find Keith on X @kewhittington and Charles at @CharlesFLehman. Both have written essays at The Dispatch on this topic. Whittington's can be found here while Lehman's can be found here.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with David Lehman, Managing Director and Head of Real Estate Strategies at HPS Investment Partners, to explore commercial real estate (CRE) debt, market evolution, and capital efficiency. Lehman shares his unique career journey—from New Jersey diner waiter to state government leadership and now overseeing real estate at HPS—offering listeners a rare perspective on adaptability and leadership in finance.   Together, they unpack how the CRE landscape has shifted, highlighting changes in the traditional “four food groups” of real estate and the emergence of sectors like data centers and senior housing. They also examine the long-term impact of higher interest rates, evolving bank and non-bank lending roles, and how insurers can gain capital efficiency through real estate debt investments. With historical insights, current trends, and a forward-looking view, this episode is a must-listen for insurance investment professionals navigating today's CRE market.

The chicken, the pig and the dairy cow! They're the three essential homestead animals for ultimate resiliency. For more details and any links mentioned, visit the blog post here: https://homesteadingfamily.com/best-homestead-animals/Thanks to Lehman's for sponsoring this podcast. Visit https://lehmans.com and shop all their amazing analog products!TIME STAMPS0:00 - Intro0:31 - Chit Chat6:55 - Lehman's9:44 - Year of Rest12:10 - What to Start First on a Homestead16:06 - Main Topic~~~~~~~~~~~~~~~MORE ABOUT US!WELCOME! We're so glad you're here! We are Josh and Carolyn Thomas. Together with our eleven children, we are The Homesteading Family where we're living a self-sustainable life in beautiful North Idaho. Let us welcome you and show you a bit about us here: http://bit.ly/HFWelcomeVideoGrow, Preserve & Thrive with us! Visit us on our blog: https://www.homesteadingfamily.comFacebook at https://www.facebook.com/homesteadingfamilyInstagram: https://instagram.com/homesteadingfamilyRumble: https://rumble.com/HomesteadingFamilyA few highlights you don't want to miss are our FREEBIES!!Healthy Healing at Home – Learn how to confidently use herbal medicine in your home with this FREE 4 video workshop: https://homesteadingfamily.com/HHHytYour Best Loaf – A Free 4 video workshop teaching you how to make great bread at home, every time, regardless of the recipe you are using: https://homesteadingfamily.com/free-bread-workshopMeals on Your Shelf – Can along with me!  Learn to can and put jars of a delicious meal on your pantry shelf with this FREE video series: https://homesteadingfamily.com/MOYS-free-workshopFREE PDF DOWNLOADS:- Carolyn's Cottage Garden herb list - Carolyn's favorite herbs for growing at home.https://homesteadingfamily.com/CGHL_YT- Your FREE Guide to Preserving Eggs - Grab your guide to preserving eggs with multiple methods. https://homesteadingfamily.com/Eggs_YT- 5 Steps to a Healthy Garden - Get an explanation of what makes healthy soil and 5 steps you can take to improve your garden. https://homesteadingfamily.com/5StepsGardenYT- Fearless Fermenting- A simple guide on basic lacto-ferments. https://homesteadingfamily.com/FF_YT- Fermenting Tomatoes - Easiest and fastest tomato preservation: https://homesteadingfamily.com/FT_YT- Preserving Culinary Herbs - Downloadable, step-by-step directions to drying, freezing, and salting culinary herbs. https://homesteadingfamily.com/PCH_YTEvery month, we send a physical Homestead Kitchen magazine to thousands of homesteaders! Right now, I have a special deal going on. Subscribe today and you'll get your first month for just $1!! This is the most accessible way to invest in your homestead kitchen, develop your homesteading skills and get fresh inspiration for your homestead every single month. Subscribe now for just $1!

If you've been battling impostor syndrome and wishing you felt more confident as a leader - I think you're going to love today's episode. Today I'm interviewing two alums of my latest group program, The Leadership Lab, where I support my clients in overcoming impostor syndrome and building standout leadership capabilities. In today's interview, you'll hear us talk about how to overcome impostor syndrome, how to build genuine confidence in your abilities as a leader, and how to uplevel your leadership game WITHOUT having to be perfect at everything (because truly, you don't have to be). A BIG thank you to Kim and Leigh for so powerfully sharing their journeys in this interview. To make sure you find out about the next cohort of The Leadership Lab, click here to join the waitlist: https://jessguzikcoaching.com/leadership/ And thank you SO much for tuning in!

Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.

The World's RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym

A little more than decade ago, Travis Page was hauling gear off a tour bus, criss-crossing the country with indie bands. One late night, sweat-soaked and exhausted, he noticed fans waiting in the rain simply to glimpse their favourite artist. Passion like that ought to power a business, he thought. That backstage epiphany still guides him as CFO of Crunchyroll, the world's largest anime platform.After the music industry's 2007 crash, Page hit reset—trading road cases for a Wharton MBA and, soon after, a seat at Barclays Capital. Covering entertainment firms during the Lehman-to-Barclays transition gave him, he laughs, “a five-year education in two.” The intensity paid seemed to pay off: at 30, he was head of finance at Remark Media, then a corporate-development deal maker at Demand Media.Sony Pictures Entertainment came calling next. Page helped stitch together seven anime acquisitions, culminating in Funimation's purchase and, later, the Crunchyroll merger. When Sony needed a strategic CFO to scale the nascent service, his boss put his name forward—before even asking him. He accepted on the spot.Today, Crunchyroll counts “over 15 million subscribers in 200 countries,” Page tells us, triple the total since the 2021 merger. His playbook pairs disciplined capital allocation with fan-first intuition: license or co-produce 99 percent of content in Japan, then “explode” each franchise across streaming, film, and consumer products. Finance's role? Embedded FP&A analysts sit in strategy off-sites, ensuring every creative gamble lands on a sound financial stage—just like those fans waiting in the rain taught him years ago.

DAMION1White House blasts Amazon over tariff cost report: ‘Hostile and political act'The White House on Tuesday slammed Amazon for reportedly planning to display the cost of President Donald Trump's tariffs next to the total price of products on its site.“This is hostile and political act by Amazon,” White House press secretary Karoline Leavitt told reporters. “Why didn't Amazon do this when the Biden administration hiked inflation to the highest level in 40 years?” Leavitt asked.The Trump administration's aggressive swipe came in response to a report that Amazon will soon show consumers how much of an item's cost comes from tariffs. The amount added as a result of tariffs will be displayed right next to each product's total listed price, a person familiar with the plan told the news outlet.WHO DO YOU BLAME?CEO Andrew Jassy.He's the “boss.”Maybe he feels emasculated?Lowest overall batting average (.308)only 6% influence compared to his boss, Jeff Bezos (67%)Not paid like traditional CEOs (relying instead on his $275M in unvested equity) and the $38M that vested last year; so when he's hanging out withHis buddies like Target CEO Brian Cornell ($20M) eBay CEO Jamie Iannone ($22M) have the total summary compensation bragging rights. Not to mention the sad, unmanly CEO Pay Ratio which is listed as 43:1 for Jassy and 753:1 for the DEI-hating Cornell Jeffrey Preston Bezos (67%)I mean he's the actual boss, right?Executive Chair, founder, former CEO, superstar.Hangs out with people like Katy Perry, has a newspaper, sends penis rockets to nowhere, has pretend funds named after himself like the Bezos Earth Fund and the Bezos Day One FundBoard member and former Pepsi CEO Indra NooyiOr maybe this is a DEI problem? Amazon's Audit Committee is tasked with stuff like operational risks, and legal and regulatory matters. Indra chairs this committeeIndra is also involved with very woke-y/DEI-y:stuff like science (Trustee of Memorial Sloan Kettering Cancer Center)Stuff like math (Member of the Dean's Advisory Council at MIT's School of Engineering)Stuff like art (Trustee of the National Gallery of Art)And stuff like giving a shit about people, stakeholder-y capitalism stuff (Director of Partnership for Public Service, whose mission is to inspire a new generation of civil servants and to transform the way government works)Former President Joe BidenAmazon later clarified that the plan to show tariff surcharges was “never approved” and is “not going to happen.” Trump personally called Bezos on Tuesday morning to express his displeasure about the initial report that spurred the heated response from the White House.Trump world's Laura Loomer takes aim at a 'woke' Lockheed Martin and its $2 trillion F-35 programLaura Loomer, the far-right activist who has a direct line to President Donald Trump, criticized Lockheed Martin's F-35 program over the weekend, decrying the US defense giant as "woke" and lashing out against the expensive stealth aircraft.In a lengthy post on X, Loomer suggested Lockheed Martin is delivering F-35 Lightning II Joint Strike Fighters that "are simply not ready for combat.""The F-35 program, one of the most expensive weapons programs in history, is plagued by delays, defects, & downright incompetence," she wrote Saturday. She said the US Air Force is accepting jets that lack "functional" radar systems, without offering evidence.She also claimed that Lockheed is "increasingly obsessed with pushing a woke agenda." Like many other US defense contractors, Lockheed scrapped its diversity, equity, and inclusion programs in January after Trump returned to the White House.The $2 trillion F-35 program is an appealing target for activists and officials seeking to slash government spending, and it has a well-documented list of problems. The Pentagon's top weapons tester said earlier this year that the program had problems delivering functional software and had fallen behind schedule to test upgraded mission systems.WHO DO YOU BLAME?The 2025 Proxy Statement that mentions “diversity” five times!Of course all five of those instances were in the anti-woke/anti-DEI shareholder proposal introduced by the Bahnsen Family Trust.Not sure how this even made the proxy after Lockheed's anti-DEI move in January: “As we publicly stated following the issuance of President Trump's January 2025 Executive Order on DEI, we will not have goals or incentives based on demographic representation or Affirmative Action Plans. We are actively reviewing our workforce-related policies to ensure they are, and remain, compliant and aligned with the Executive Order and all related applicable legal precedent.”The three-headed white guy leadership group (53% influence)CEO/Chair James Taiclet (25%): $24M in payLead Independent Director and Nominating Committee chair Thomas J. Falk (13%)“Independent” since 2010David Burritt (15%)Longest-tenured director (2008-)Busy beaver: two committees (Audit and Pay); CEO of US. SteelSince this is a woke/DEI issue: the black guy:Nevermind, there are no black people on this boardA woman? It would have to be Debra Reed-Klages (17%)While she has no leadership roles she does sit on the board of Caterpillar, which also removed its DEI policies. What, what?Investors. They should have been holding Lockheed accountable, right?According to MSCI data, average support since 2015 is 95%; no director has even received less than 92% since 2017Say on Pay support is routinely over 90%Starbucks union rejects company's recent offer of at least 2% annual pay raiseStarbucks union delegates involved in contract bargaining voted to reject the coffee chain's latest proposal that guaranteed annual raises of at least 2%, Workers United said. Out of the 490 baristas representing the company's more than 550 unionized U.S. stores, 81% rejected the proposal, which did not offer any changes to economic benefits such as healthcare or any immediate pay hike.WHO DO YOU BLAME?The union, for being greedy.The company pays its baristas about $19 an hour on average currently. That's $39,520 before taxes. A 2% raise would result in an increase of $790.40!InvestorsAverage director support of 96% over past 2 yearsEven 86% support for new CEO Brian Niccol's $96M, including $5M in funny munny cashAnd a devilishly perverse CEO pay ratio of 6,666 to 1.Not to mention Use of Starbucks aircraft for travel between city of primary residence and Starbucks headquarters AND up to $250,000 in personal non-commuting travel per yearWhich brings us to the CEO, Brian Niccol, a guy so wonderful that they scrapped the independent chair nonsense and gave him both titles: CEO and ChairLead Independent Director and Nominating Committee chair Jørgen Vig KnudstorpAveraged over 10% votes against over the past 3 AGMs: which is essentially an investor revolutionHis favorite drink–the Caramel Macchiato–is 250 calories with 33g of sugar: the American Heart Association recommends that women consume no more than 25 grams per dayMATT1Novavax appoints Charles Newton to board of directorsChuck Newton has a background from BofA Merrill, Credit Suisse, Morgan Stanley, and Lehman as an investment banker, and is now CFO at a pharma company. He got his education in business administration and “arts”.Who do we blame for the appointment of Chucky?John Jacobs, CEO and highest influence on the board at 23%New board chair and nom committee chair Margaret McGlynn, who will inherit retiring director James Young's 16% influence to become the most influential person on the board?Too much science?Actual knowledge of pharmaceutical science - Young's retirement means there are only 2 actual scientists left on the board of the 9 members - 6 have finance backgrounds, and 1 is a lawyer.DEI - while Novavax's SEC disclosure says that the 9 person board has 1 male with 2 or more races and 2 women, they actually didn't feel white ENOUGH so they added Charles Newton to have a 100% white board (because black people don't even get malaria, COVID, or flu)They actually claim to have 10 board members when they really have 9Investors - who actually hate this board and can't possibly like it more now?Classified board, last year the new board chair (promotion!) got 52% votes for, the PhD got 58% for, and the guy from the family foundation got 53% for - and yes, exactly 35% of the shares are owned by State Street, Vanguard, BlackRock, and Shah CapitalSam Altman says OpenAI will fix ChatGPT's ‘annoying' new personality as users complain the bot is sucking up to them“ChatGPT's new personality is so positive it's verging on sycophantic—and it's putting people off.”Who do we blame for AI being a big fat suckup?Sam Altman, for being a big fat Trump suckupSam Altman, for having an insipid tech bro personality desperately seeking the fame and attention of the earthSam Altman, for firing his non-suckup board membersSam Altman, for putting himself on the board and surrounding himself with board suckups

Better Homes Part 1 - Guest Pastor_ Bob Lehman by North Valley Church

My conversation with Return Bear CMO Katherine Lehman explores innovative solutions for streamlining cross-border returns in e-commerce, focusing on fulfillment strategies that enhance customer experience and reduce costs. The discussion highlights the importance of efficient logistics in the evolving landscape of online shopping.We actually forward fulfill to streamline returns.Bearified is our unique return verification process.Cross-border shipping can be simplified for customers.Minimizing time delays is crucial for customer satisfaction.Innovative fulfillment solutions are essential in e-commerce.Customer experience is a top priority in logistics.Return costs can be significantly reduced with proper strategies.The future of e-commerce logistics is focused on efficiency.Holding returns for future customers is a smart strategy.Understanding customer needs drives fulfillment innovations.Chapters00:00Introduction to Return Bear and Its Mission16:36Navigating Cross-Border Returns19:29Enhancing Customer Experience in Returns22:13Sustainability in Returns Management25:28Preparing for the Holiday Season Returns26:30Final Thoughts and Call to Action

Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies. Ben last came on the show in 2022 as part of our Crypto for Institutions mini-series, and that conversation is replayed in the feed.   Our conversation dives into the evolution of blockchain over the past few years, including the industry's "Lehman moment" and subsequent recovery. We discuss Bitcoin, memecoins, the rise of stablecoins as blockchain's killer app, tokenized assets, prediction markets, credit, and the intersection of AI and blockchain technologies. Ben also shares insights into ParaFi's approach to investing and his long-term vision for building a business in this dynamic industry.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Those who rock the boat, are those who are not rowing.Connect with us through: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠WebSite⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(1)⁠⁠LifeCentral Bikers Church -YouTube

In this episode of Hope Natural Health, Dr. Erin chats w/guest Dr. Katelyn Lehman about the key to reducing stress and improving mental wellness.    Dr. Katelyn Lehman is a leading voice in mental health innovation, blending a community-based approach with cutting-edge service delivery methods. With a Ph.D. in Clinical and Multicultural Community Psychology, she champions accessible and equitable wellness systems that promote whole-person health and human dignity. As the Founder of Quantum Clinic in Los Angeles, Dr. Lehman developed a multi-modal framework focused on mitigating chronic stress and inflammation—primary contributors to disease. Her work is recognized for its emphasis on neuro-cardiac function, cognitive entrainment, and emotional regulation, setting a new standard in preventative mental healthcare. With extensive experience across forensic, integrated-care, and clinical settings, she provides practical, research-backed insights into the challenges faced by community-based mental health initiatives.   During this episode you will learn about: How our thoughts, feelings, and sensations shape our future How we can harness uncertainty to our advantage in building mental wellness Practical tools to navigating chronic stress or burnout Katelyn's clinic: https://www.quantumclinic.com/   Quantum Clinic is a float spa with frequency therapy. Through coherence, people receive tangible results in stress reduction, self-discovery, and longevity. Website: https://www.quantumclinic.com/   Social Media: https://www.facebook.com/drkatelynlehman/ https://www.instagram.com/drkatelynlehman/   For more on Dr. Erin: Work with Dr. Erin here: https://p.bttr.to/3E88ps4 Buy Dr. Erin's Supplements here: https://drerinellis.com/shop Get the Period Productivity Planner here:  https://www.amazon.com/dp/B0BBYBRT5Q?ref_=pe_3052080_397514860 Download the FREE Menstrual Cycle Nutrition Guide here: https://detox.drerinellis.com/ Watch The Free Video "7 Hormones Affecting Your Weight Loss Goals" here: https://weightloss.drerinellis.com/ Let's Be Friends: Follow Dr. Erin on Instagram: https://www.instagram.com/dr.erinellis/ Follow Dr. Erin on Facebook: https://www.facebook.com/drerinellisnmd Follow Dr. Erin on TikTok: https://www.tiktok.com/@dr.erinellis?lang=en Join the Fix My Period Private Facebook Group: https://www.facebook.com/groups/470429440943215 Bookmark Dr. Erin's Website: https://drerinellis.com/ Subscribe to Hope Natural Health on YouTube: https://www.youtube.com/channel/UChHYVmNEu5tKu91EATHhEiA Follow Hope Natural Health on FB: https://www.facebook.com/hopenaturalhealth Sign up for Newsletters here: https://dashboard.mailerlite.com/forms/129653/99504448452166810/share Link to Testing: https://hopenaturalhealth.wellproz.com/   #WomensHealth #HormoneHealth #PeriodHealth #HormoneBalance #MenstrualHealth #HolisticHealth #NaturalHealing #WellnessJourney #MentalHealthInnovation #StressReduction #WholePersonHealth #QuantumClinic #Coherence #NeuroCardiacFunction #EmotionalRegulation #PreventativeMentalHealth #MindBodySpirit #ChronicStress #ResilienceBuilding #CognitiveEntrainment #MentalWellness #SelfDiscovery #Longevity  

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode to discuss the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, McDonald discusses capital flows moving away from US markets. McDonald explains how European investors are pulling back following tariff policies and growing deficits. He discusses why copper, uranium, and oil services present value opportunities while predicting the possibility of "4000 gold and 4000 S&P." McDonald warns that America faces conditions with weakness in stocks, bonds, and currency simultaneously, creating what he calls a potential "Lehman moment" of uncertainty.Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://x.com/convertbondBear Traps Report: https://www.thebeartrapsreport.com/00:00 - Introduction and welcome Larry 02:26 - Institutional investor conversations and European capital flows05:00 - American exceptionalism and crowded US investments08:24 - Understanding Wall Street research and consensus thinking10:27 - The new investing era: Niall Ferguson's insights on multi-polar world11:55 - The coming copper crisis and investment opportunity17:12 - Gold as a stable store of value compared to Bitcoin20:00 - Uranium market opportunities and tourist investors21:44 - S&P earnings projections and market indicators24:18 - Value stock opportunities in a changing market26:10 - NASDAQ vs energy stocks: the massive valuation gap28:42 - Trump's tariff policy and its global investment impact32:21 - Tariffs as both regressive tax and tax on consumption35:00 - Tariff policy creating Lehman-like uncertainty39:14 - The "emerging market" problem facing the US40:00 - Closing thoughts on democratizing financial information

Hi This is Brad Weisman - Click Here to Send Me a Text MessageKathryn Lehman's path from social worker to judicial candidate reveals a professional journey shaped by genuine concern for community welfare and justice. After witnessing courtroom proceedings while advocating for troubled teens, Lehman realized her calling extended beyond social work into the legal realm—prompting her to attend law school at night while maintaining her full-time position.This unique foundation gives Lehman something increasingly rare in our judicial system: perspective from both sides of the courtroom. Having spent five years as a public defender before transitioning to nearly nine years in the district attorney's office, she brings balanced insight to her candidacy for Berks County Common Pleas Judge. As supervisor of the drug task force, she has prosecuted some of the county's most dangerous offenders, including securing convictions in the largest fentanyl seizure in county history.What distinguishes Lehman's candidacy is her unwavering commitment to applying the law fairly while understanding the human elements behind each case. "When you are doing the right thing, you can't worry about those things," she notes when discussing difficult decisions, emphasizing that integrity must guide judicial action even when decisions might be unpopular. This philosophy has earned her bipartisan endorsements from prominent figures across the political spectrum, including District Attorney John Adams and State Representative Eric Weaknecht.The primary election on May 20th presents Berks County voters with an opportunity to elect someone uniquely qualified for the bench—the only candidate with extensive trial experience for what is fundamentally a trial judge position. Consider supporting Kathryn Lehman, whose blend of legal expertise, practical courtroom experience, and compassionate understanding offers the balanced approach our judicial system needs. ---Welcome to The Brad Weisman Show, where we dive into the world of real estate, real life, and everything in between with your host, Brad Weisman!

The sports world delivered a full platter of chaos this week—and we're here to break it all down. In this episode of Craft Brewed Sports, we cover:

We are here at ShopTalk 2025 at the Mandalay Bay in Las Vegas and seeing and hearing all about the latest in retail, e-commerce, and more. How much are your product returns costing your business—and how much opportunity are you leaving on the table by treating returns as a cost center instead of a competitive advantage? Today, I'm excited to welcome Katherine Lehman, CMO of ReturnBear, a leader in reverse logistics and sustainable returns solutions. At ReturnBear, she's helping brands turn returns from a logistical headache into a strategic advantage. RESOURCES ReturnBear: https://www.returnbear.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Send us a textThis week on The Wall Street Skinny, we dive headfirst into the chaos that's been roiling the markets—because it's not just equities making headlines. Treasury auctions, bond yields, the dollar, and gold are all flashing red, and we break down exactly why. Kristen turns the mic to Jen, who spent nearly a decade on the interest rates desk at Morgan Stanley, Lehman, and Barclays, for an expert-level explainer on what's really happening beneath the surface of this market turmoil.We unpack the mechanics of recent treasury auctions, why foreign demand may be evaporating, and what that means for the U.S. government's ability to finance its ballooning debt. If you've ever glossed over headlines about yield curves or direct bidder participation, this episode connects the dots—from tariff policy and inflation fears to bond market dysfunction and reserve currency status. We also tackle the growing concerns around private equity and private credit, where volatility may be hidden under the surface due to lack of mark-to-market transparency.And while it may sound like doom and gloom (spoiler: Jen is not sleeping well), we're here to arm you with clarity—not panic. Whether you're a finance student trying to break in, a junior banker watching the headlines, or a PE associate wondering how this impacts your portfolio companies, this is your crash course in macro stress, treasury dynamics, and the unintended consequences of trade wars. Visit Vanta.com/wallstreet for $1,000 off Start your FREE TRIAL of Training The Street's Turbo Macros HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS... See full disclos...

Iowa Catholic Radio Network Shows: - Be Not Afraid with Fr. PJ McManus - Catholic Women Now with Chris Magruder and Julie Nelson - Making It Personal with Bishop William Joensen - Man Up! with Joe Stopulus - The Catholic Morning Show with Dr. Bo Bonner - The Daily Gospel Reflection with Fr. Nick Smith - The Uncommon Good with Bo Bonner and Dr. Bud Marr - Faith and Family Finance with Gregory Waddle Want to support your favorite show? Click Here  

We're all very upset the Florida Gators won the National Championship because it means Ethan gets to be happy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you're wondering what an EMP is and whether you should investigate it, this podcast is for you. If you think this doesn't pertain to you, let me ask you if you feel like your appliances or electronics aren't lasting as long as they used to. It could be due to small electrical power surges coming into your home every day, overtaxing those appliances!For more information, visit the blog post here: https://homesteadingfamily.com/what-is-an-emp/Check out EMP Shield and use coupon code "HomesteadingFamily" for $50 off your order: https://homesteadingfamily.com/EMP-ShieldThanks to Lehman's for sponsoring this video, be sure to check out all their amazing offerings here: https://homesteadingfamily.com/shop-lehmans~~~~~~~~~~~~~~MORE ABOUT US!WELCOME! We're so glad you're here! We are Josh and Carolyn Thomas. Together with our nine children, we are The Homesteading Family where we're living a self-sustainable life in beautiful North Idaho. Let us welcome you and show you a bit about us here: http://bit.ly/HFWelcomeVideoGrow, Preserve & Thrive with us!Visit us on our blog: https://www.homesteadingfamily.comFacebook at https://www.facebook.com/homesteadingfamilyInstagram: https://instagram.com/homesteadingfamilyRumble: https://rumble.com/HomesteadingFamilyA few highlights you don't want to miss are our FREEBIES!!Healthy Healing at Home: Learn how to confidently use herbal medicine in your home with this FREE 4 video workshop: https://homesteadingfamily.com/HHHytYour Best Loaf: A Free 4 video workshop teaching you how to make great bread at home, every time, regardless of the recipe you are using: https://homesteadingfamily.com/free-bread-workshopEvery month, we send a physical Homestead Kitchen magazine to thousands of homesteaders! Right now, I have a special deal going on. Subscribe today and you'll get your first month for just $1!! This is the most accessible way to invest in your homestead kitchen, develop your homesteading skills and get fresh inspiration for your homestead every single month. Subscribe now for just $1!

Kim LehmanIowa Catholic Radio Network Shows: - Be Not Afraid with Fr. PJ McManus - Catholic Women Now with Chris Magruder and Julie Nelson - Making It Personal with Bishop William Joensen - Man Up! with Joe Stopulus - The Catholic Morning Show with Dr. Bo Bonner - The Daily Gospel Reflection with Fr. Nick Smith - The Uncommon Good with Bo Bonner and Dr. Bud Marr - Faith and Family Finance with Gregory Waddle  

Tous les soirs, la rédaction d'Europe 1 vous livre le concentré de l'actualité du jour, tout en gardant un œil sur les événements à venir avec les Unes de la presse du lendemain. Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

As Women's History Month comes to a close, join our host and founder, Yoli Tamu, in celebrating her most inspirational mentor! This week features Ka-Ron Brown Lehman, Artistic Director of Lehman Danceworks, Inc. and Retired Modern Dance Instructor. "Dancing Mama," as she's affectionately known to her students, is a legendary dancer, teacher, choreographer, artistic director, and mother of three, who has made significant contributions to the world of dance and the performing arts. She shares her secrets to cultivating excellence, instilling the value of hard work, and fostering the power of self-belief through dance! Discover how she honors legendary dancers of the past and present and how you, too, can create a legacy that will always be remembered. Mrs. Lehman is a renowned figure in the dance world with a career spanning over five decades. As the former Artistic Director of the Los Angeles County High School for the Arts Dance Department, she has left an indelible mark on dance education. Her impressive resume includes performances on Broadway as a featured dancer and Associate Choreographer, as well as in film and television specials, alongside artists like Ben Vereen, Paula Kelly, Flip Wilson, Richard Pryor and Aretha Franklin. And, yes, she's that dancer in the video "Let's Groove Tonight" by Earth, Wind & Fire! Her teaching experience as a Master Modern Instructor encompasses prestigious institutions such as Cincinatti Ballet Academy, Cincinnati Conservatory of Music, and Northern Kentucky University, as well as numerous master classes and workshops across the United States and internationally. Her dedication to the arts has earned her several accolades, including the American Legion Award, the American Choreography & Educator Award, and a Distinguished Teacher Award from the White House Commission on Presidential Scholars. Mrs. Lehman's legacy in dance education and performance continues to inspire new generations of dancers and artists, even after her retirement from modern dance instruction in 2020. To learn more about Mrs. Lehman and her work, connect with her on Facebook.

In this VETgirl veterinary continuing education podcast, we interview Kristi Lehman, MSW, LISW, CCFP about the occurrence of compassionate detachment for veterinary team members in part 1 of this two part series. Compassionate detachment or compassion fatigue can happen especially if you provide end of life care services. Listen to find out about how to find balance to preserve your wellbeing and longevity in the veterinary industry while remaining compassionate to pets and their people!Sponsored By: Blue River PetCare

Weaving together nearly two centuries of family history “The Lehman Trilogy,” now running at The Rep in Albany, New York, charts the humble beginnings, outrageous successes and devastating failure of the Lehman financial institution that would ultimately bring the global economy to its knees.

Podcast 277 – The Unfiltered Truth About Liver Disease – Beth Lehman – Liver Life Walk at Brook Run Park   Beth Lehman's battle with alcoholism and liver cancer nearly cost her life, but a transplant saved her. Now she's on a mission to raise awareness with the Liver Life Walk Atlanta on April 12th at Brook Run Park. This walk, not a run, ensuring everyone can participate. Beth shares the urgent need for organ donors, and explains how most other countries automatically enroll donors. In the US, it is an opt-in program, and the number of donors is falling. Dunwoody, let's show up and make a difference! liverlifewalk.org/atlanta

Scripture Reference: John 14:12

Amperon is a Houston-based technology company specializing in AI-powered electricity forecasting and analytics solutions. Founded in 2018, Amperon provides high-precision demand, renewable generation, and price forecasts to enhance grid reliability, manage financial risk, and support decarbonization efforts. Their platform serves a diverse clientele, including utilities, financial traders, and independent power producers, by leveraging advanced AI models and real-time analytics to navigate the complexities of modern energy markets. In October 2023, Amperon raised $20 million in Series B funding led by Energize Capital, underscoring their commitment to innovation in the energy sector.For almost 20 years, Sean Kelly has been at the forefront of the energy trading industry, working for Tenaska, Lehman, EDF, and E.On. While at EDF, he led the transition of two nuclear plants (Nine Mile and Ginna) into the NYISO market, then led the buildout of E.On's North American trading desk. Next, he co-founded Bridge Power Consulting and sold it to Albireo Energy in 2019. He co-founded Amperon in 2018.In this podcast, you'll learn these takeaways and much more.How to utilize AI and machine learning for accurate energy demand and price forecastingWhat is the significance of automatic weighting in analyzing diverse weather data for energy predictionsWho said this wonderful quote: “I'll build it if you can sell it”How founders should not sell themselves short or sacrifice on their long-term thesis when working with investorsWhy building strong long-term non-transactional relationships with investors and early adopter customer prospects is crucial for company growthWhy he finds value in books like The Tao of Bill Murray and The Devil in the White CityHow boxing keeps him sane and healthy on the founder journey

Lance has come up with a new business model for a Help Desk subscription service. It works on anything. The problem with margin debt; there's no appetite for IPO's. What Wall st. is doing instead. market sell off on Friday more the result of volatility around options expiration than Wuhan Lab news of the second coming of Covid. Don't expect any reflex rally today to hold. Economic indicators continue to hint at weaknesses; be aware of the content feeding sentiment surveys. There is a Republican and Democrat dynamic to the data and its interpretation. Two expectations feed into term Premium. Coming this week: The second revision to Q4 GDP (as opposed to China's one-and-done reporting. Or else.) PCE inflation report preview. Will markets ever never focus on Data next-day-ism? (no.) Lance recounts his first exposure to investing, 'Learning from Mr. Lehman." Reading the WSJ, the news was days-old, and average stock holding period was 7-years; contrast with velocity of information today, and average stock holding period not is 4-months. Markets have become like casinos (and the house always wins). What does all of this have to do with margin debt? Short-termism & Market casinos: knowing the rules. Margin debt vs stock prices. The velocity of increase in margin debt is alarming: It provides buying power on the way up, but also adds fuel for selling power on the way down. Margin calls create mandatory selling. SEG-1: Market Correction Not Unexpected SEG-2: Economic Indicators Continue to Show Weakness SEG-3: Learning from Mr. Lehman SEG-4: Short-termism, Market Casino's, and Margin Debt Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=x1hXd_Jg4mg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Can Markets' Reflex Rally Hold?," is here: https://www.youtube.com/watch?v=I41LvgZmcZc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Bears Come Out of Hibernation" https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends#InvestingTrends #InvestingAdvice #Money #Investing

What do you think of when you hear emergency preparedness? Do you think of an earthquake, a power outage or maybe a simple DIY kit (like a bugout bag) or an emergency checklist? In our opinion, preparedness comes from a life lived with good systems in place. Here are some basic steps to be ready when the time comes.For more information and any links mentioned, visit the blog post here: https://homesteadingfamily.com/emergency-preparedness-9-tips-to-be-ready/Be sure to check out Lehman's and use coupon code "1FH5CT" for 15% off: https://homesteadingfamily.com/shop-lehmans~~~~~~~~~~~~~~MORE ABOUT US!WELCOME! We're so glad you're here! We are Josh and Carolyn Thomas. Together with our nine children, we are The Homesteading Family where we're living a self-sustainable life in beautiful North Idaho. Let us welcome you and show you a bit about us here: http://bit.ly/HFWelcomeVideoGrow, Preserve & Thrive with us!Visit us on our blog: https://www.homesteadingfamily.comFacebook at https://www.facebook.com/homesteadingfamilyInstagram: https://instagram.com/homesteadingfamilyRumble: https://rumble.com/HomesteadingFamilyA few highlights you don't want to miss are our FREEBIES!!Healthy Healing at Home: Learn how to confidently use herbal medicine in your home with this FREE 4 video workshop: https://homesteadingfamily.com/HHHytYour Best Loaf: A Free 4 video workshop teaching you how to make great bread at home, every time, regardless of the recipe you are using: https://homesteadingfamily.com/free-bread-workshopI just published a brand new print magazine that is ready to be shipped straight to your mailbox. This is a special edition Comfort Food Anthology that features our very favorite cozy, comfort food recipes with step-by-step instructions. It's 128 pages packed with the exact recipes I use in my own home - the ones I hope my kids will pass down to their kids. Grab it now for only $24!

Paula Lehman Ewing, an award-winning journalist and author, joins the podcast to discuss her debut book, "Reimagining the Four Stories of Abolition, Autonomy and Forging New Paths in a Modern Civil Rights Movement." Central to the conversation is the concept of the prison industrial complex and its pervasive impact on society, highlighting the need for a complete rethinking of justice beyond mere reform. Paula shares her insights on the systemic issues surrounding mass incarceration and emphasizes the importance of amplifying the voices of those directly affected. She draws on her experiences and interactions with individuals like Ken Oliver, who spent nearly three decades in prison, to underscore the resilience and intelligence of those within the system. The discussion also touches on grassroots movements and innovative approaches to achieving social equity, urging listeners to consider new definitions of justice that prioritize community and restorative practices.Paula Lehman Ewing, an award-winning journalist and author, converses about her pioneering work in criminal justice reform and her debut book, "Reimagining the Four Stories of Abolition, Autonomy and Forging New Paths in a Modern Civil Rights Movement." Ewing's exploration of the incarceration system unveils the often-unseen struggles of those locked away, emphasizing the necessity of rethinking our approaches to justice and social equity. Ewing's personal journey highlights the influence of her grandmother and mentor Ken Oliver, whose resilience and wisdom have shaped her understanding of the complexities surrounding incarceration and social justice advocacy.As the discussion progresses, Ewing delves into the intricacies of the prison industrial complex, explaining how it operates as a web of economic and surveillance systems that disproportionately affect certain communities. She draws historical parallels between current practices and past injustices, such as the convict leasing system in the post-Civil War era, revealing the continuity of exploitation within the justice system. Ewing's insights are particularly poignant as she addresses the real-life implications of these systemic issues, using examples from her research and interactions with incarcerated individuals who are striving to create change from within the system.Ewing advocates for a shift towards restorative justice, a model that focuses on healing rather than punishment, and she shares stories of individuals who have taken the initiative to create community-based solutions. The episode encourages listeners to engage with social movements and consider their roles in advocating for change. Ewing's call to action resonates as she urges the audience to remain curious, challenge binary thinking, and explore how they can contribute to a more just society. This conversation serves not only as an exploration of Ewing's work but also as an invitation for listeners to reflect on their understanding of justice and the importance of amplifying the voices of those affected by the prison system.Takeaways: Paula emphasizes the importance of remaining teachable and curious throughout life. The prison industrial complex is a complex network that extends control over society. Restorative justice offers a more effective way to serve victims than traditional incarceration. Ivan's story highlights the need for community investment to combat recidivism effectively. Abolition movements must think beyond binary political solutions to achieve real change. Critical Resistance aims to shift power from prisons to communities through grassroots initiatives. Links referenced in this episode:reimaginingtherevolution.comCompanies mentioned in this episode: BuzzFeed News Just...