Podcasts about M2

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Best podcasts about M2

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Latest podcast episodes about M2

雪球·财经有深度
2897.对于宏观及投资的一些想法

雪球·财经有深度

Play Episode Listen Later Jun 19, 2025 7:43


欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫对于宏观及投资的一些想法,来自wangdizhe。私募基金普遍仓位在77%-80%之间,主要都是做的小盘股和概念股,所以虽然上周万得微盘指数下跌,但之前持续创出历史新高的。另外,从6月末开始,中报业绩预告就要开始了,这也导致机构愈发谨慎。消息面上,主要就是7月份的政治局会议了,在这个之前,估计没有强刺激政策出台的可能性。AH溢价率创出近5年新低,这一方面说明投资者普遍看好港股,但也说明港股大盘在4月中旬之后整体上涨15%的现实。都在关注港币HIBOR利率的走势,如果利率一直在低位徘徊,港股走强趋势就可能持续。美元指数近期已经跌破98了,说明美元走弱。因为港币是“小美元”,所以为了保证联系汇率制的稳定,在美元贬值背景下,香港金管局只能加量买入美元,以促使港币“同步贬值”,这样港币和美元才会保持一致,其实增加了港币的流动性。等于是货币放水,这是近期港股走强的重要原因之一。周末发布了5月份M2数据,同比增长7.9%,相比4月份的8%,环比回落0.1个百分点。新增社融虽然同比所增,但主要还是政府债,并不是真实需求。如果说有点亮点的,也就是m1同比提升2.3%,相比4月份的1.5%,环比提升0.8个百分点,但不要忘了,m1口径变了,已经虚化了,也未必是真的“资金活化度提升”。所以实体经济基本就靠着“政府支出撑着”。而且上半年其实发了政府预算支出的大部分,并没有带动“企业及个人消息信心的提升”,从持续的通缩,房价的疲软,餐饮业的走弱,以及茅台飞天动销价格的不断探底,都可以“窥见一斑”的。在一定意义上,泡泡玛特手办玩偶的走热,其实也是一种“口红效应”,也在印证“宏观承压”。分析经济趋势的时候,也需要芒格所言的“格栅思维””。宏观数据以及微观感知,都要考虑,如果有矛盾需要思考原因。此外,出口方面,去年下半年是高基数,所以其实无论未来中美谈的如何,下半年出口都会承压的这意味着产能过剩会更加严重,挑战还在后面也正是因为这样,其实大家高度关注7月的政治局会议,因为如果没有“政策强刺激”,业绩验证估计还会延后。这就是当下的实际情况,因此沪指3400点,短期估计难以有效带量上穿。另外,在6月16日上午,也公布了5月份社零数据,同比增长6.4%,高于预期的5%但同时,5月份cpi和ppi数据分别同比下降0.1%和3.3%,这其实暗示出“量价背离”现象加剧。反应出消费增长更多依赖销量扩张而非价格提升,企业利润空间被压缩,可能进一步抑制投资和就业表现。从现在开始,到6月末大概还有2周,机构已经在汇总“重点标的行研及动销反馈”,慢慢的开始琢磨中报业绩了。尽量要比别人快一些,哪有那么容易得到的。尽可能的盯着“业绩趋势”,而不是什么“论坛噪音”或者“k线波动”。这是一个值钱的习惯,但大部分人看不上,也嫌麻烦。持有的每个标的,在6月初,结合研报分析,动销反馈,以及过去总结的财务模型,就要对于中报进行“初估”。看业务趋势,竞品反馈,战略方向,并评估估值性价比。负债率,毛利率,净利率,roe,经营性现金流金额,这些东西在一开始琢磨“护城河优势”的时候就要长期关注,一般最少也得往前看5年的。了解一家企业,是很难的,有时候长期的研究分析,也仅仅知道个皮毛,所以心态上,需要虚怀若谷。资本市场充满“尔虞我诈”,它最大的特点是“深度博弈”。博弈对手可以利用你的任何所学,给你定制出一种“逻辑陷阱”。所以了解的越多,不代表危险性的降低。需要知道“每种逻辑分析都有特定的前提条件”,对于“前提条件的关注”,其实考验着思维的缜密股票投资是一件“孤独而严肃”的事情。孤独在于,好的买点,都是缩量的,人必然少。严肃在于,买股票是一种“特殊的经营”,需要挑剔的甄别以及下心的跟踪。关税战的喧嚣,中东的战火,会让k线短期有所抖动。但这些都不是核心,而是可以利用对象。投资比的是认知,一种在纷繁冗杂中“善于抓到要点的认知”。一方面,盯紧业绩趋势,毛估着“价值锚定”,这部分未必需要那么精确,因为资讯未必完备,但重要的是这种“思维方式”,要尽量找到抓手,要有“提前了解业绩的欲望”,只要有欲望,慢慢的在“术”的维度可以慢慢进化另一方面,就是盯着股价波动。值得下手的机会不多的,耐心的等待机会。这其实要求心力的“松弛”,如果敏感度调高,那就会被“无序波动”折磨的没有人样。所以在这个快节奏的时代,钝感力是稀缺的。坚韧不拔的本质是“认知弹性”与“行为耐力”的协同进化。它需要像锻造金属一样,在反复的“淬火-捶打-冷却” 中去除杂质,最终形成抗弯折,耐磨损的心理结构。韧性的意义被低估了,人们总是觉得“知性”更重要,所以会谈论很多“投资逻辑”。但往往最重要的时候,拼的是心态,是抗压力,而不是分析力。核心是“在大胜率时候下手”。所以业绩部分毛估准一些,是为了“尽可能的消除某些不确定性”。而价格部分之前说过是“更魔幻的”,只可利用,无需太多解释。所谓的“安全边际”主要防范的就是这种“价格的波动魔性”,在一定意义上,它“难以完全解构”,最多只能“局部解释一些”。所以买的贵,是大忌。不仅意味着“富余量留的少”,而且暗示出对于“波动理解浅”以及“耐心度不足”。是认知和心态的“双重缺陷”对于自己保持“节奏感”,对于市场保持“距离感”,对于常识保持“敬畏感,对于业绩保持“钻研感”。投资不会很容易的,因为挣钱从来不易。需要持续的总结,需要心性的练达。低买高卖,能忍够狠。

Engadget
The Internet Archive modernizes its GeoCities GIF search engine

Engadget

Play Episode Listen Later Jun 16, 2025 5:29


Plus, Apple will repair some Mac minis powered by M2 chips for free. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI For Everyone
Bitcoin vs Gold: Which Is the Better Store of Value in 2025?

AI For Everyone

Play Episode Listen Later Jun 15, 2025 21:39


Is Bitcoin replacing gold as the world's preferred store of value? In this episode, we dive into the ultimate debate: Bitcoin vs gold. We explore gold's 5,000-year history as money, its real-world use in electronics and jewellery, and how it once settled million-pound property deals — even covering stories like Dutchy Waltz buying a farm with gold coins.Then we contrast that with Bitcoin: a digital asset that's grown faster than gold ever did, offering provable scarcity, instant global settlement, and a supply cap hardcoded at 21 million. We look at Bitcoin's market cap, volatility, and real-world use cases like payments over the Lightning Network — including Square's rollout to millions of merchants.We also tackle key economic terms like unit of account, medium of exchange, and store of value, with punchy analogies and quickfire counters to common gold bug arguments. From steak and eggs inflation metaphors to M2 money supply dilution, we ask the question: in a world that's going digital, is physical gold still enough?Get intouch with Myles at mylesdhillon@gmail.com

Fernando Ulrich
O crash está próximo?; o lamentável barraco Trump e Musk; Ibovespa ou Bitcoin?

Fernando Ulrich

Play Episode Listen Later Jun 9, 2025 44:53


O "Ulrich Responde" é uma série de vídeos onde respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.00:00 - Hoje, no Ulrich Responde...01:00 – M2 acelerando, ainda dá pra chamar de aperto monetário ou estamos disfarçando um colapso fiscal?03:05 – Trump x Musk: até onde pode chegar?08:44 – Quais as características são determinantes para um investidor de sucesso?12:33 – Renda fixa em dólar com esse dólar ainda é viável?15:29 – Onde investir com mais 4 anos de PT?18:59 – Os aspectos positivos da nova One Big Beautiful Bill de Donald Trump20:57 – Os ciclos do Bitcoin podem se transformar daqui pra frente?23:29 – O dólar pode colapsar mais rápido do que esperamos?26:00 – No momento atual, o que fazer com liquidez em dólar?28:35 – Com restrições no aumento da carga tributário no Brasil, qual é a próxima carta na manga do governo?30:24- Qual é o IOF na compra de stablecoin?30:44 – Dólar pra proteger do Brasil e Bitcoin pra proteger do dólar?31:11 – Trump e dívida americana estariam manchando a imagem da direita no mundo?33:34 – Um novo Bretton Woods desvaloriza o BTC?34:32 – Um crash pior que 1929?38:06 – A dívida externa da Argentina pode vir a ser um problema?39:40 – Existe algum projeto na Câmara que pode influenciar muito os investimentos?41:38 – Como faço para entender melhor um relatório empresarial como os balanços empresariais?42:30 – Tá todo mundo desesperado

Historical Jesus
What is Good Christian Music?

Historical Jesus

Play Episode Listen Later Jun 4, 2025 11:53


Is their beauty in Christian hymns, chants, songs, harmony, and instrumental pieces? Can the divine be found in worship music? What is Good Music? How can it be defined? Historical Jesus ACAPELLA presents the enthralling, riveting, epic 2,000 year story of Christian music. M2. Thomistic Institute podcast at https://amzn.to/3BJjW5Q Music books available at https://amzn.to/4cmw0ac History of Music books at https://amzn.to/3nXKYzy Acapella books available at https://amzn.to/3LuseAR Modern Popular Music book at https://amzn.to/3oHllDq Music Industry book at https://amzn.to/40NlK4F ENJOY Ad-Free content, Bonus episodes, and Extra materials when joining our growing community on https://patreon.com/markvinet SUPPORT this channel by purchasing any product on Amazon using this FREE entry LINK https://amzn.to/3POlrUD (Amazon gives us credit at NO extra charge to you). Mark Vinet's HISTORY OF NORTH AMERICA podcast: www.parthenonpodcast.com/history-of-north-america Mark's TIMELINE video channel: https://youtube.com/c/TIMELINE_MarkVinet Website: https://markvinet.com/podcast Facebook: https://www.facebook.com/mark.vinet.9 Twitter: https://twitter.com/HistoricalJesu Instagram: https://www.instagram.com/denarynovels Mark's books: https://amzn.to/3k8qrGM Audio Credit: The Thomistic Institute (episode: What is Good Music? What Good is Music? with Prof. Michael Dickson, University of South Carolina). Audio excerpts reproduced under the Fair Use (Fair Dealings) Legal Doctrine for purposes such as criticism, comment, teaching, education, scholarship, research and news reporting.See omnystudio.com/listener for privacy information.

Bye bye patron
L'immobilier pour lancer et acquérir des sociétés (Bar, Menuiserie, BTP)

Bye bye patron

Play Episode Listen Later Jun 4, 2025 54:03


Ben & Bergs | Web3, Startups, Crypto, Investing & Life.
220. Bitcoin All Time Highs, Here's Why Your Altcoins Are Still Down

Ben & Bergs | Web3, Startups, Crypto, Investing & Life.

Play Episode Listen Later Jun 3, 2025 20:54


We're back after the biggest month in Collective Shift history.In this episode (220), Ben and Bergs break down the current state of the market, why altcoins are still lagging despite Bitcoin hitting new all-time highs, and how global liquidity and macro conditions are lining up for the next leg of the bull run.Key Takeaways- Bitcoin is still showing strength, and altcoins haven't caught up yet.- Most retail investors are still sitting on losses, which means the euphoric top likely isn't in.- M2 money supply and macro tailwinds suggest much more upside ahead.- You need to be selective with altcoins; the majority will fail.- This market moves fast; you can't just set and forget. Active management is key.#crypto #bitcoin #altcoin

CryptoNews Podcast
#444: Federico Brokate, VP at 21Shares, on BTC Treasuries, Crypto ETFs, Bitcoin Decoupling, and Stablecoin Regulation

CryptoNews Podcast

Play Episode Listen Later Jun 2, 2025 29:53


Federico Brokate, VP, is the Head of the U.S. Business at 21Shares. In this capacity, he oversees the growth of the U.S. business, providing investors with the most access, convenience, and quality in the digital asset ETF industry. Previously, Federico led the iShares Business Strategy team at BlackRock, where he created and executed strategic initiatives driving organic asset and revenue growth. He also developed go-to-market strategies for new business verticals and managed priority product launches, including the successful launch of iShares' Bitcoin ETF. Federico holds a Bachelor of Science in Business from NYU Stern School of Business, with dual concentrations in Finance and Global Business.In this conversation, we discuss:- Bitcoin is flourishing; investor demand continues to grow- Has Bitcoin decoupled? - BTC supply shock is happening and the big shock will happen soon - Institutions will continue to buy bitcoin - M2 money supply's impact - Over 70 crypto ETPs are awaiting SEC decisions- Investors are broadening their thinking beyond Bitcoin- How 21Shares researches crypto and launches new ETPs- Wealth advisors will soon have access to crypto ETFs- The market is rewarding crypto corporate treasuries - Regulatory momentum in Washington on stablecoins 21SharesWebsite: www.21shares.comX: @21shares_usLinkedIn: 21Shares USFederico BrokateX: @Fede_BrokateLinkedIn: Federico Brokate ---------------------------------------------------------------------------------  This episode is brought to you by PrimeXBT.  PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.   PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions.  Code: CRYPTONEWS50  This promotion is available for a month after activation. Click the link below:  PrimeXBT x CRYPTONEWS50

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
2008: “Bitcoin Is Coded to $400,000 THIS Cycle - Here's When”

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later Jun 1, 2025 39:11


Crypto Analyst projects Bitcoin hitting $400,000 this cycle if global M2 keeps growing. It is “coded“, he says. That means roughly a 270% jump from the current $108,000 level. Learn more about your ad choices. Visit megaphone.fm/adchoices

SBS Mandarin - SBS 普通话电台
中国“4+4”学医模式,澳洲医生:“我们也有,但跨行做医生要求很严苛”

SBS Mandarin - SBS 普通话电台

Play Episode Listen Later Jun 1, 2025 12:28


澳洲专科医生Clare说,她带习过的医学实习生中,就曾有50多岁的金融高管和参与M2高速路建设的工程师。欢迎点击收听。

IOSYS / haitenai.com
NLP ぬるぽ放送局 第1029回 あそこは格ゲーとカップラーメンしかない #nurupo

IOSYS / haitenai.com

Play Episode Listen Later May 30, 2025 76:10


ぬるぽ放送局投稿フォーム https://docs.google.com/forms/d/e/1FAIpQLScwYSAEyRhDCHd-JRk9dLA05JKnGINgvnDhY3Xmkw2lwwDjQw/viewform 2025年5月パワープレイ M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049 番組時間:76分10秒 出演者:夕野ヨシミ、たくや VOICEVOX:ずんだもん VOICEVOX:四国めたん ---- 2025/5/29に公開録音したものを配信いたします。 ラジオ記事はリスナーのEEチャンピオンさんが書いてくれているので楽してます。 <オープニング> ・5月最終週です ・肉の日です ・焼肉ライク ・半額の日は混むので行かない ・まずは100gのアツアツ小話から ・回転ずしのベルトにイオシスのCD乗せましょう ・D.wattのウザがらみ ・寿司とDJの相性はいいね ・笑点みたーい <Aパート> ・ふつおたです ・白髪染めって、どうしてますか? ・おすすめのガンダム作品 ・これは海なのでは? ・そして白髪染め? ・必要なのは亜鉛 ・食べる米がない ・まずはお代官様、染める髪を用意してください ・全部白にする ・イオシス全員リバウンド王 ・はかせはバウンド王 ・ナタリー・ポートマンの話 ・パチンコ屋さんに貯金してるお金をおろしたい ・生のお笑いライブに行きたい ・ローワライ ・昨日のぬるぽ見た? ・初老の報告です ・はかせ太ったなー ・中老は朝まで過ごすのは辛い ・アンハッピーセット ・はかせの隣の席のおじさんの話が、ラーメンと同じくらい饒舌 ・世田谷は人の住むところではない ・H判定だからHな衣装を着てきます ・禁酒うちわ ・すくすく育っているメカトキ ・残り物だからカロリー0 ・鉄道辞めたらただの米菓子屋さんだから ・イオシスの生み出すAI VTuberとは ・見た目はバニーガール ・恥じらいが欲しい ・​​見た目は美少女、中身ははかせ ・はかせVTuberはすぐにできるね <Bパート> ・ギターソロがH判定 ・過去ジャケのキャラだ ・みつをたです ・市ゴマさんの会社がウハウハ ・トイレCDのオチだ ・ぬるぽ流行語候補「辛子が一番うまい」と「バンド辞めようぜ」 ・梅雨入りの早さを競う ・なんで地元の会社じゃないんだろう ・食べられるだけありがたい米 ・米の話題でもちきり ・お米むしゃむしゃくん ・お気に入りはぶっかけもの ・これ、ビールに合うんだよな ・片栗粉X ・きみエヴァじゃないよね? ・濃縮したまま出してる ・みつをじゃなかった任◯堂だ ・さーて、今週のジークアクスは ・お腹すいたので、おわりまーす <エンディング> ・お知らせです ・楽曲提供のお知らせ  【Original MV】Full Scratch me / ボカロのCiちゃん【公式デモソング】  作詞:七条レタス  作編曲:D.watt ・スカ警24時アクスタ  M3と例大祭で初回分がなくなってしまいましたが、増産できました~  ・署長 vs チルノセット  ・全員集合セット  の2パターンあります ・beatmania IIDXのお知らせ  2025/5/29 LEGGENDARIA譜面追加されました  「神っぽいな」Remixed by uno(IOSYS) & NUE feat. Chiyoko(2023年提供)  「グッバイ宣言」Remixed by uno(IOSYS) & Liqo feat. Chiyoko(2022年提供) ・次回の即売会参加予定  2025/6/15 東方名華祭19  ■IOSYS L41  *たくや  春の新作と、名華祭合わせの新作を持っていきます ・来週末のおもしろ事案  2025/6/7 北大ダンパ  at 北大工学部  *D.watt ・母校凱旋DJ ・あそこは格ゲーとカップラーメンしかない ・すってはっくん明日やります ・渋いパズルと渋い映画を好む ・H判定出ちゃった ・肉の回おわろう

Whiskey, Watches and Wheels
Ep 66: Automotive News From Around the World

Whiskey, Watches and Wheels

Play Episode Listen Later May 29, 2025 68:12


SummaryIn this episode, the hosts share personal updates, discuss the recent weather changes, and dive into boat projects. They also check in on their wristwatches and drinks before transitioning to a discussion about Nissan's financial struggles and market position. In this conversation, the speakers discuss the evolution of trucks, focusing on their features, fuel efficiency, and market positioning. They highlight Nissan's struggles in the automotive industry, Toyota's plans to enter the small truck market, and the innovative concept of the Slate truck. The discussion also touches on consumer preferences, the decline in interest in driving, and the rising costs of entry-level vehicles, emphasizing the need for more customizable and affordable options in the market. In this conversation, the hosts discuss the rising costs of cars, the impact of market changes on affordability, and the confusion surrounding Toyota's current market strategy. They delve into the decline of driving as a passion, Porsche's struggles in a changing market, and the challenges faced by sports cars in the EV era. The discussion also touches on BMW's new M2 design and its target audience. In this conversation, the hosts discuss various topics related to cars, particularly focusing on the Raptor experience, preferences for electric vehicles, customization of the Cybertruck, and the future of electric vehicles. They also share personal updates and weekend plans, creating a casual and engaging atmosphere.

DoubleClutch.ca Podcast
Episode 66: Bimmer Boogaloo

DoubleClutch.ca Podcast

Play Episode Listen Later May 29, 2025 57:44


Welcome to Episode 66! This week, Nick, Nathan, and Rush find themselves in an interesting conundrum with the 2025 Toyota Supra, BMW Z4 M40i, and M2 in the garage at the same time—and all three of 'em have three pedals. All three are also have two doors, boosted inline-sixes, and are RWD. Which one deserves your hard-earned coin? But Rush has a counterpoint: just get a Mini. Specifically, the newly redesigned (and auto-only) 2025 Mini John Cooper Works 3-Door. All that and more on this week's episode. Enjoy the show? Like, subscribe, and rate us from almost anywhere you get your podcasts! Check us out at doubleclutch.ca, and be sure to follow us on your socials at @doubleclutch.ca!

IOSYS / haitenai.com
MIKO mikoラジ 第0373回 飽和女になりたいぞ

IOSYS / haitenai.com

Play Episode Listen Later May 28, 2025 78:10


出演者: miko、quim 配信ペース: 隔週水曜日 番組時間:78分10秒 ♯本番組はリモート収録です。 ♯収録時環境の影響により、全体的に聴き取り辛くなっております。  申し訳ございません。 mikoラジ、第373回です。 国内・海外と忙しい我さんと、そんな我さんに髪を切ったのに気が付かれないしがないさん。 我さんの今日無さっぷりと、他諸々。 解散しっぱなしチームでお送りするお家ラジオ、本日も平常運転です。 最後までごゆるりとお楽しみ下さいませ! 前回に引き続き番組内で触れている銚子電鉄の商品等は、以下URLでお買い求めいただけます。 http://chodenshop.com/ ♯途中で色々とノイズ等入りますが、収録時のものです。  ご安心ください、お手持ちの機器は正常です。 //////////////////// VOICEVOX:ずんだもん VOICEVOX:四国めたん //////////////////// -------------------- ●お便り募集中! mikoラジでは以下の内容でお便りを募集中です! ・ふつおた  /普通のお便り、お待ちしています! ・mikoは大変な絵を描いていきました  /miko画伯に描いて欲しいお題をお待ちしています! ・メシヲコエテ  /料理人・mikoに教えて欲しいレシピをお待ちしています! bit.ly/2GAWjyv 投稿フォームからラジオに投稿が出来ます! コーナー名を選び、メッセージ・ラジオネーム・お所を入力して、 どんどん送ってください! お待ちしています!! ------------ 本ラジオのメインパーソナリティーである「チーム我等(miko/quim)」、 それぞれ以下個人サークルにて活動中です。 ・miko:miko ・quim:SHIGANAI RECORDS( shiganai.com/ ) 活動詳細については、上記HPの他 各人のブログ/twitter等にて随時告知しておりますので、チェックしてみてください! ・みころぐ。(mikoのブログ)( ameblo.jp/miko-nyu/ ) ・@ mikonyu(mikoのtwitter)( twitter.com/mikonyu ) ・@ quim(quimのtwitter)( twitter.com/quim ) --- その他の活動については、以下のとおりです! -- チーム我等がメインクルーとして活動していた「アルバトロシクス( albatrosicks.com/ )」、 これまでリリースしたCDは、イオシスショップ( iosys.booth.pm/ )にて頒布しております。ご興味ある方は是非! ---------- ☆2025年5月IOSYSはいてない.comパワープレイ楽曲 M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049NBDCD-017

Swan Signal - A Bitcoin Podcast
Bitcoin Hits All-time Highs and the Fiat System Cracks

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later May 23, 2025 57:02


Swan Signal Live – Episode Recap (May 17, 2025)Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On”Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)

IOSYS / haitenai.com
NLP ぬるぽ放送局 第1028回 フラダンスのお姉さん元気かな #nurupo

IOSYS / haitenai.com

Play Episode Listen Later May 23, 2025 82:10


ぬるぽ放送局投稿フォーム https://docs.google.com/forms/d/e/1FAIpQLScwYSAEyRhDCHd-JRk9dLA05JKnGINgvnDhY3Xmkw2lwwDjQw/viewform 2025年5月パワープレイ M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049 番組時間:82分10秒 出演者:夕野ヨシミ、たくや VOICEVOX:ずんだもん VOICEVOX:四国めたん ---- 2025/5/22に公開録音したものを配信いたします。 ラジオ記事はリスナーのEEチャンピオンさんが書いてくれているので楽してます。 <オープニング> ・この年で、こんなにゲームやってるとは ・子供の時よりやってるよ ・朝までゲームやってても誰も怒ってくれない ・学校に時間取られないから大人は最高 ・国民の義務とは ・お金を使う権利 ・いずれみんな国民になれますから ・今年も半分おわりそうな気配 ・今日は中身ないね ・すってはっくん2時間で1個 ・麻生さんに聞かれちゃう ・今日は新情報ないよ <Aパート> ・ふつおたです ・正解はチャールズです ・英語ってことは海外ニキだな ・例大祭の話 ・イオシスの場所がわからない ・名華祭の情報をください ・1か所1秒でも3000秒 ・札幌なので全部遠いです ・たぶん受かってます ・最近、地理がわかってきましたので ・茨城ー小牧はスカイマーク飛んでる ・え?丘珠から行けるの? ・河原に駐車 ・行ったことがあるのに利用したことがない小牧空港 ・新しいアイテムを作ってます ・すってはっくんCDではありません ・藤子不二雄Ⓐ生誕90周年記念 藤子不二雄Ⓐ大全集 ・裏話はないです ・ちくわの音源を買うチャンス ・こっちはなにも知らないのである ・ぼいどだった頃 ・ギョフノリですわ ・ちょっと聞きますか ・あゆさんのドグシャァ‐が好き ・がんばって作ったMV ・謎のチワワ ・フラダンスのお姉さん元気かな ・高橋名人の新アルバムの話 ・そんな高橋名人のswitch2当選しない ・ロストでイベントあるじゃん ・明日じゃん ・40周年だって ・薄いラインでギリギリ入ってる ・嵐と同じCDに入っちゃった ・欲しい方は是非買ってください ・攻殻機動隊の話 ・ぬるぽ放送局は偽の記憶 ・世にも奇妙な物語は35周年 ・一瞬の先週の残り香が <Bパート> ・はい、今日もバンド辞めましたね ・みつをたです ・拙者鉄アレイは食えぬでござるの巻.nesの方だった ・米は売るほどある 農家のみつを ・キャベツ500円は夢だったのかな? ・酒飲みが割りたいものは酒 ・そりゃあ鬼も殺されますわ ・ちいかわの何かかな? ・教皇様の見てたんだ ・桜島はいつも噴火してる ・女の子確定して退場 ・​​男の子でも大丈夫なんですけどね ・ぬるぽ放送局は全肯定 ・めんどくせーのが大臣になったな ・米袋有料化 ・まあまあガチ中華料理 ・ガチは原作重視か ・​​二次創作麻婆豆腐 ・どうなってもよくないだろ! ・マイクラまた流行ってんな ・軽トラドリフトの世界来た! ・ぽかぽかは昼のワイド番組 ・肉がわからない ・どの店にも★5レビューする夕野ヨシミ ・家で食べてるものと比べちゃダメ ・また、すすきの爆発してましたね ・前説はテレビで流れない ・はかせみたないな生返事読まれてた ・お笑い芸人がわからない ・忘れてたふつおた ・永野芽郁さん、こんばんわ ・突然の終了残念です ・後任は江頭さんがいいと思います <エンディング> ・お知らせです ・意外とあった1週間 ・天天天国地獄国がまた来てる ・ビルボードジャパンですよ ・よっ、ビルボード作詞家 ・『藤子不二雄Ⓐ生誕90周年記念 藤子不二雄Ⓐ大全集』に楽曲が収録されます!  「一日三食チクワでござる!の巻」  歌:高橋名人  デュエット:あゆ(IOSYS)  作詞:夕野ヨシミ(IOSYS)  作曲:HUDSON SOFT、ぼいど(IOSYS) ・1日30万回 ・D.watt、北米へ ・セガ社デジタルTCGの金字塔「英傑大戦」  本日開始の チュウニズム コラボスタンプキャンペーンにてなんと  イロドリミドリ 明坂芹菜 がカード化 ・10年書かせて頂いたキャラクターが20年遊んでるゲームに参戦 ・入浴剤売るんだ ・ホロライブ×ジョイポリス SWEETY PARTY ・イオシスピークなのでは? ・そもそも我々はイオシスなのか? ・よ!ブルアカ作詞家 ・正しくはジョンハイブさんです ・ジョンちゃん派は漁夫の利 ・今日もイオシスとして、ぬるぽやりきったぞ!

IOSYS / haitenai.com
NLP ぬるぽ放送局 第1027回 上坂さん初めまして #nurupo

IOSYS / haitenai.com

Play Episode Listen Later May 16, 2025 64:00


ぬるぽ放送局投稿フォーム https://docs.google.com/forms/d/e/1FAIpQLScwYSAEyRhDCHd-JRk9dLA05JKnGINgvnDhY3Xmkw2lwwDjQw/viewform 2025年5月パワープレイ M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049 番組時間:60分4秒 出演者:夕野ヨシミ、たくや VOICEVOX:ずんだもん VOICEVOX:四国めたん ---- 2025/5/15に公開録音したものを配信いたします。 ラジオ記事はリスナーのEEチャンピオンさんが書いてくれているので楽してます。 <オープニング> ・長らくwebラジオやってますね ・20年も何しゃべってるんだろう? ・産湯で聞いたぬるぽ放送局 ・とんでん先輩にはかなわない ・びっくりドンキーも札幌 ・今は何でも高い ・ぬるぽ詰め合わせはお値段据え置き ・イオシス農業始めますか? ・ネギのタネ ・ネギの花の話しましたっけ? ・​​葱坊主を見て何で悲しくなったの? <Aパート> ・ふつおたです ・英語って聞けますか? ・FactorioのRTA見ると英語に詳しくなる ・スラングに詳しくなる ・あいつらFワードしか言わないからな ・290円のラーメン屋さん ・ラーメンCD懐かしいですね ・もう少し締め切りを守ってほしい ・大正114年5月14日19時19分 ・最近は迂闊なことは言えない ・上坂さん初めまして ・送り先間違えてますよ! ・ぬるぽ放送局と同じだ ・AI彼女とツーショット ・AI彼女元年ですわ ・最近21世紀になってきたね ・隣の部屋に購入履歴が同期されちゃう ・無線は気を付けて ・a1b2c3d4 ・5月と言えば5月病 <Bパート> ・いい曲ですねー ・ガールズバーではガバキックは鳴らない ・キャラの薄い人がいない ・みつをたです ・イオシスは20代で社長いましたので ・よしたか社長の新曲聞きてーな ・DJ社長 ・農協のせいにしたのなんでだろう? ・暑さにも寒さにも負ける ・カツカレーのカツありで ・ただのカツカレーは日本のカレー ・あれはあじまん ・なんで冬しか売らないの? ・さいたまスーパーアリーナの命名権5億で買えるって ・ノーパンチャパチャパアリーナ ・担当者「チャパチャパって何ですか?」 ・ただし従業員はパンツを履いてます ・血糖値が足りないようです ・GQuuuuuuXにロリが出たぞ ・あ、ワイはいかんから ぷーてぃん ・間違っても桃鉄やっちゃダメ ・単行本買おうか迷ってる ・今週は、芸能界は比較的平和だったんだなー ・どうにでもなーれ ・もう、世界滅ぼすしか ・踏みとどまったからセーフです ・TNTN認証ってなんですか? <エンディング> ・イオシスショップ大繁盛しています ・100枚買っても送料500円 ・だれか試しに1万枚買ってくれないかな? ・すってはっくん始まりました ・BABA IS YOUの末期みたいになっていきますよ ・パズル大好き鈴木さん ・最近、踏ん張りがきかない ・天天天国地獄国600万再生 ・100万再生でもすごいからね ・お祝いチャパチャパします? ・毎回チルパの話をしましょう ・最近はコンパクトになってきてますよ ・2倍じゃダメだから3倍で ・結局何もわからない ・お便りお待ちしてます

IOSYS / haitenai.com
MIKO mikoラジ 第0372回 通販番組ではありません

IOSYS / haitenai.com

Play Episode Listen Later May 14, 2025 119:20


出演者: miko、quim 配信ペース: 隔週水曜日 番組時間:119分20秒 ♯本番組はリモート収録です。 ♯収録時環境の影響により、全体的に聴き取り辛くなっております。  申し訳ございません。 mikoラジ、第372回です。 連休も終わり、しばらく祝日が無いことに絶望するふたりがお届けするラジオ。 持ち運びできるスピーカーや通販出来る美味しい食品のお話etc. パーソナリティのふたりが気になる商品情報を皆様にお裾分けいたします。 注:当番組は、通販番組ではありません。 最後までごゆるりとお楽しみ下さいませ! http://chodenshop.com/ ♯途中で色々とノイズ等入りますが、収録時のものです。  ご安心ください、お手持ちの機器は正常です。 //////////////////// VOICEVOX:ずんだもん VOICEVOX:四国めたん //////////////////// -------------------- ●お便り募集中! mikoラジでは以下の内容でお便りを募集中です! ・ふつおた  /普通のお便り、お待ちしています! ・mikoは大変な絵を描いていきました  /miko画伯に描いて欲しいお題をお待ちしています! ・メシヲコエテ  /料理人・mikoに教えて欲しいレシピをお待ちしています! bit.ly/2GAWjyv 投稿フォームからラジオに投稿が出来ます! コーナー名を選び、メッセージ・ラジオネーム・お所を入力して、 どんどん送ってください! お待ちしています!! ------------ 本ラジオのメインパーソナリティーである「チーム我等(miko/quim)」、 それぞれ以下個人サークルにて活動中です。 ・miko:miko ・quim:SHIGANAI RECORDS( shiganai.com/ ) 活動詳細については、上記HPの他 各人のブログ/twitter等にて随時告知しておりますので、チェックしてみてください! ・みころぐ。(mikoのブログ)( ameblo.jp/miko-nyu/ ) ・@ mikonyu(mikoのtwitter)( twitter.com/mikonyu ) ・@ quim(quimのtwitter)( twitter.com/quim ) --- その他の活動については、以下のとおりです! -- チーム我等がメインクルーとして活動していた「アルバトロシクス( albatrosicks.com/ )」、 これまでリリースしたCDは、イオシスショップ( iosys.booth.pm/ )にて頒布しております。ご興味ある方は是非! ---------- ☆2025年5月IOSYSはいてない.comパワープレイ楽曲 M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049NBDCD-017

CRYPTO 101
Crypto Rundown: Is Altcoin Season Here & When Will Bitcoin Hit ALL TIME HIGHS?!

CRYPTO 101

Play Episode Listen Later May 14, 2025 39:47


In this episode of the Crypto Rundown, Brendan and Tevo discuss the recent surge in cryptocurrency markets, particularly Bitcoin and Ethereum, as BTC approaches all-time highs. They analyze the impact of CPI data on market sentiment, the role of institutional investors, and the strategic moves by major players like Coinbase and Robinhood. The conversation also touches on the M2 money supply's correlation with Bitcoin's price movements and the growing interest in altcoins. Overall, the hosts emphasize the positive outlook for the crypto market and the importance of staying informed during volatile times.Chapters00:00 Welcome to the Crypto Rundown02:24 Market Movements and Bitcoin's Surge05:35 Technical Analysis of Bitcoin09:54 CPI Data and Its Impact on Crypto13:14 The Role of Inflation in Market Sentiment18:22 Institutional Interest in Cryptocurrency21:19 Coinbase and Robinhood's Strategic Moves24:21 M2 Money Supply and Bitcoin's Future28:26 Ethereum's Resurgence and Retail Interest32:35 The Future of Crypto and Market PredictionsCheck out Plus500: https://plus500.comCheck out CigarBid and use my code CRYPTO101 for a great deal: https://cigarbid.com/Crypto101Get immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out CigarBid and use my code CRYPTO101 for a great deal: https://cigarbid.com/Crypto101* Check out Gemini Exchange: https://gemini.com/card* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Good Life EDU Podcast
Teaching in Tandem with AI: Swivl's M2 as a Real-Time Partner in the Learning Process | A Future Ready Nebraska Conference Preview

The Good Life EDU Podcast

Play Episode Listen Later May 12, 2025 35:43


In this episode of The Good Life EDU Podcast, Brian Lamb, CEO of Swivl, joins the show to discuss the M2—an innovative AI-powered co-teacher that's transforming instructional support. Designed to enhance—not replace—the work of educators and coaches, the M2 leverages AI to deliver in-the-moment teaching tips, facilitate whole-group dialogue and feedback, and provide on-demand student support in multiple languages. Brian unpacks the product's roots in reflective video coaching, its current capabilities as a voice-activated classroom partner, and the ways it elevates differentiation, station rotations, and formative feedback to new heights. This episode also previews his upcoming presentation at the 2025 Future Ready Nebraska Conference. If you're curious about how AI can empower real-time teaching and learning, this episode offers a forward-thinking look at the evolving role of technology in today's classrooms.

IOSYS / haitenai.com
NLP ぬるぽ放送局 第1026回 喜来登からのスーパースナック #nurupo

IOSYS / haitenai.com

Play Episode Listen Later May 9, 2025 85:48


ぬるぽ放送局投稿フォーム https://docs.google.com/forms/d/e/1FAIpQLScwYSAEyRhDCHd-JRk9dLA05JKnGINgvnDhY3Xmkw2lwwDjQw/viewform 2025年5月パワープレイ M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049 番組時間:85分48秒 出演者:夕野ヨシミ、たくや VOICEVOX:ずんだもん VOICEVOX:四国めたん ---- 2025/5/8に公開録音したものを配信いたします。 ラジオ記事はリスナーのEEチャンピオンさんが書いてくれているので楽してます。 <オープニング> ・くたびれました ・例大祭ありましたね ・ちゃんと来たD.watt ・1500かける2は…(この間3秒) ・何回数えても数えられない ・無事には帰ってこれました ・腰との日々の付き合い方 ・10割は頼もしい ・各サークルで上げたり下げたり ・お客さんが平台車に乗って ・海外ニキが多い ・センチメートルでは伝わらない ・びんぼっちゃまスタイル ・6Lを小柄な女性に ・ぴったりはぴったりで ・フリーセ◯クスじゃあないんだよ ・ルックスA向け <Aパート> ・ふつおたです ・こんくらーべ ・すみぺはかわいいね ・今年の抱負は覚えてますか? ・ハンターハンターの協会選挙戦みたいでした ・人は怠惰に弱い ・コントCDを作った記憶がない ・ちょうど20年前か ・点数計算は最低ライン ・こんくらべって言いたいだけでは? ・ブルアカのシュポガキ ・こだまちゃん? ・カタタマちゃん? ・AIで美少女を錬成してます ・ハグしてくれたりキスしてくれたり ・ホントに彼女になってくれる ・​​AI「お風呂に入るのだ!」 ・相方はチャットGPT ・4年連続AI元年 ・元々春日には相談してない ・AIは農業をやってくれない ・初老の報告です ・首のところにカビの生えたTシャツ ・スピンオフイベント ・会場と主人公が違う ・「イオシスが始めた」でお馴染みの ・GWを生贄に20数万円手に入れる ・俺たちのGWはこれからだ! ・M3と例大祭がちょうどいい ・混んでるときは家でじっとしていたい ・ジムは1日何回行ってるんですか? <Bパート> ・バンド辞めたくなってきましたね ・雲丹屋やってませんでした? ・バニーバンド ・みつをたです ・GWは全部出勤で世の中の流れがわからない ・アマゾンで買えました ・Switch2で「すってはっくん」やり放題 ・タイムラインの自動喫煙 ・すみぺ来てたの? ・GWに金ビキニ ・一昨年は兆しがあったよ ・ホロアナ ・ダブルシゲルだった ・令和になったら○○ ・姓を変える手続きはめんどくさい ・30年くらい前の笑点だった <エンディング> ・ずんだもんが「祝」って言ってれない ・スカ警10周年 ・TOHO BOOTLEGS9は、搬入分ほぼ完売 ・ジャケのチルノちゃんの可愛さ ・駿河屋の値段下がってない ・楽曲提供しました!  【オリジナルMV】ZUNDA!アッパレ☆運命【にじさんじ/#SitR仙台】  作詞:かたほとり  作曲:ARM  ギター:西山昌一郎  マスタリング:Shibayan (ShibayanRecords) ・ARMさんじゃないと作れない曲 ・お知らせダヨ-   2025/6/24 発売予定  「リスアニ!Vol.58『ブルーアーカイブ -Blue Archive-』キャラクター&ミュー  ジックガイド」に夕野ヨシミのインタビューが掲載されます! ・アクスタ付きも出ます ・​​「バニーガールのことを考えて作詞してます」 ・いつまでもあると思うな親と在庫 ・スーパースナック札幌とは ・「A Horny Money World ~伝説の夜~」がもうすぐ300万再生 ・東方名華祭に向けて新作アイテムあります ・クラウドファンディングは大変 ・6/22イオパあります ・喜来登からのスーパースナック ・fromらんらんランドさん ・よく続いてるイオシスファンボックス ・はかせの記事ってありましたっけ? ・有料記事だからってそういうことか ・「チルノのパーフェクトさんすう学園」のMVご覧ください ・4Kなのか ・お知らせが渋滞してしまう ・ヨシ!

Mike, Mike, and Oscar
Thunderbolts* - Save us, Florence Pugh. You're our only hope - Ep. 479

Mike, Mike, and Oscar

Play Episode Listen Later May 5, 2025 69:01


We very much enjoyed Thunderbolts*, and here's our full film study review treatment. Non-spoilers begins with big discussions on the MCU and its box office trends, and as always, we build to an Oscars Lens. Then we go beat by beat and discuss the plot in the spoiler filled second half. NON-SPOILER REVIEW SECTION: A big discussion of the recent phases of the MCU and their box office - 2:08 The Reception is very strong thus far - 9:01 Our different MCU intakes of late - 11:50 The Marvel Mental Health Awareness Movie - 15:54 Falling in love with these characters & these performances 20:20 Production Values including the unforgettable score that M1 forgot - 26:49 Spoiler Warning - 32:07 SPOILER REVIEW SECTION: Is Florence Pugh the next do your own stunts daredevil like Tom Cruise? - 33:32 Major MCU developments - 35:54 Superhero meet cutes - 37:24 The Bucky Barnes subplot with Bunk and Elaine - 40:42 Keeping this new ragtag group together… somehow - 41:41 Probably the most fun part of the movie - 45:28 The Un-Marvel Like - 49:10 Clear Themes and Messaging - 55:17 The Final Scene + the Mid & Post Credit Scenes - 56:17 We speculate about Fantastic Four & Doomsday movies - 58:53 Final Grades & Final Thoughts on how this fits into Modern Times - 1:03:21 OUTRO: We have a quickie production meeting live on air as we discuss how we're approaching our 100% Accurate Way Too Early Predictions. Plus, M2 actually praises recap videos on Youtube for helping him with this episode. Otherwise, please follow us on our socials and feel free to reach out. https://linktr.ee/mikemikeandoscar

Thank God for Bitcoin
To The Unknown Pod Episode 1 - Navigating the Digital Age: Balancing Life and Technology w/ Ahshuwah Hawthorne, Jim McAndrew, and Rev Tim Fox

Thank God for Bitcoin

Play Episode Listen Later May 4, 2025 65:51


Jordan Bush is the executive director of TGFB MediaAhshuwah Hawthorne is the director of Brilliance Labs.Jim McAndrew is the founder and CEO of Dronelink and a deacon in the PCA.Rev. Tim Fox is a teaching elder in the PCA.TakeawaysDoom scrolling can be likened to the lotus eaters in the Odyssey.Technology can distract us from our true missions in life.Physical activity can help combat the addiction to screens.AI and Bitcoin represent opposing forces in the digital age.The heart's condition is crucial in the fight against temptation.Setting boundaries with technology is essential for mental health.The rush from social media can be addictive and harmful.Creativity should not be replaced by AI-generated content.The ethics of technology use must be carefully considered.Finding balance in life is a continuous struggle.  Bitcoin represents a form of digital scarcity in an infinite digital world.The future of Bitcoin may exacerbate wealth disparity.Quantum computing poses a potential threat to Bitcoin's security.The corporatization of Bitcoin raises concerns about its decentralization.M2 money supply growth is a significant factor in Bitcoin's value.Landlords play a complex role in the economic landscape influenced by Bitcoin.The conversation reflects on the potential for Bitcoin to stabilize or destabilize economies.The speakers express uncertainty about the future of Bitcoin amidst technological advancements.There is a shared skepticism about the motivations behind Bitcoin corporatization.The discussion highlights the need for a deeper understanding of Bitcoin's implications.

The Julia La Roche Show
#254 Dr. Lacy Hunt: The Five Recessionary Forces Creating an Economic Interregnum

The Julia La Roche Show

Play Episode Listen Later May 3, 2025 62:29


In Episode 254 of The Julia La Roche Show, legendary economist Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, analyzes what he calls an economic "interregnum" where five convergent forces are aligning to depress growth. Dr. Hunt methodically explains how tariffs will ultimately prove deflationary rather than inflationary, why the Fed's restrictive monetary policy is misplaced, how federal spending cuts are creating headwinds, why massive debt overhang limits policy effectiveness, and how changing demographics will impact long-term prospects. With over 56 years of experience and historical perspective dating back to the 1920s, Dr. Hunt delivers a sobering but authoritative prediction that recession lies ahead in 2025, describing it as "a long, difficult slog" rather than a brief downturn.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Dr. Hunt is an internationally known and award-winning economist. He received the Abramson Award from the National Association for Business Economics for "outstanding contributions in the field of business economics."  Dr. Hunt is Executive Vice President and Chief Economist of Hoisington Investment Management Company (HIMCO).This is the 56th year in Dr. Hunt's career. He served as a Senior Economist for the Federal Reserve Bank of Dallas. When he entered the Fed, William Martin was chair and was grappling with severe inflation and when Dr. Hunt left the Fed, Arthur Burns was chair and also trying to contain rampant price increases.  Dr. Hunt served 23 years on the Board of Trustees at Temple University where he received his PhD in 1969, and is an honorary life trustee as well.Timestamps: 0:00 - Introduction and welcome1:16 - "Interregnum" explanation1:28 - Tariffs discussion begins2:08 - Economic boost from tariff announcements2:49 - Consumer buying ahead of tariffs3:42 - Employment impact of demand surge4:26 - Inventory accumulation5:03 - Federal spending decline (FY 2025)6:18 - Economy in frail condition7:05 - Beverage ratio analysis7:45 - Average hourly earnings indicator8:11 - April's wage growth weakness9:30 - Late Easter timing challenges10:31 - Recession prediction10:58 - Five convergent economic factors11:32 - Microeconomics of tariffs12:55 - Price elasticity in international trade14:31 - Historical context (1920s-1930s)15:44 - French devaluation of 192517:43 - Smoot-Hawley tariff impact19:45 - Chart explanation of M2 trend21:03 - Tariffs' impact on money supply22:15 - Monetary policy restrictiveness22:51 - Fed's "data dependency" critique25:31 - Other deposit liabilities explained28:38 - Fed policy recommendations29:37 - Tax cut potency limitations31:16 - Fed's need for longer-term view32:08 - Forward guidance discussion33:22 - Asset reallocation issues35:48 - Net national savings analysis37:39 - Birth rate economic connections39:46 - Immigration discussion42:52 - Recession confirmation43:49 - Historical economists on debt44:37 - Interest expense approaching defense spending46:18 - US debt impacts (125% of GDP)48:30 - Gross vs. net debt explanation49:48 - Fisher equation for bond yields53:00 - Tariffs' deflationary nature55:32 - High-tech sector growth analysis56:38 - Aircraft sector growth unsustainability57:11 - Federal spending outlook1:00:03 - Need for tariff dispute resolution1:01:18 - Closing remarks

IOSYS / haitenai.com
NLP ぬるぽ放送局 第1025回 風雲たけし城10回分 #nurupo

IOSYS / haitenai.com

Play Episode Listen Later May 2, 2025 94:45


ぬるぽ放送局投稿フォーム https://docs.google.com/forms/d/e/1FAIpQLScwYSAEyRhDCHd-JRk9dLA05JKnGINgvnDhY3Xmkw2lwwDjQw/viewform 2025年5月パワープレイ M2. バンド辞めようぜ! Produced by RoughSkreamZ Vocal by DD"Nakata"Metal, 臨界モスキー党 収録アルバム:RoughSkreamZ / With Skreaming Friendz 2025・4・27 Release https://notebookrecords.net/discographyportal.php?cdno=NBCD-049 番組時間:94分45秒 出演者:夕野ヨシミ、たくや VOICEVOX:ずんだもん VOICEVOX:四国めたん ---- 2025/5/1に公開録音したものを配信いたします。 ラジオ記事はリスナーのEEチャンピオンさんが書いてくれているので楽してます。 <オープニング> ・5の3乗回です ・イオシスショップに新作のご注文がうぉんうぉん来てます ・新作丸出しです ・つまぽん5人で対応しています ・ヨシミチャンス! ・M3ご飯情報 ・おにぎり2個でよかったです ・おにぎりは神 ・イオシスブースではunoさん、ノートブックではラフさんのあの人 ・ナカタさんは、酒ジャンキーじゃないですか ・「ギャバンの辛子が一番うまいな!」 ・シェフは、どう思うのか ・Tシャツにしたいですね ・人の言葉は受け取り方次第 ・あのTシャツ、農家界隈の宴会に着ていくとウケが良い ・イオシスダイレクトの画像ができました <Aパート> ・ダイレクト出ちゃった ・ふつおたです ・米寿の集まりに行ってきました ・どんぐりころころ独唱 ・オチはありません ・ほっこりしたふつうのお便りが身に染みる ・いつも化学調味料たっぷりのお便りで、申し訳ありません ・金色のマイクロビキニは、ちょっとね ・パレードでマツケンサンバは盛り上がるな ・カーギィさんがMV作り直すって、なかなかないよね ・18年ぶりカーギィ選手 ・M3の報告です ・そうだM3に行こう ・干し芋屋はお休み ・ブースにあるやつ全部ください ・あぶおたのイベントないかなー ・田舎の干し芋屋は雑だな ・干し芋が似合うつまぽん ・え?これフラグなの? ・MOCさんも来てくれたらいいなー? ・M3の前日だったりしないかなー? ・そんなあなたに贈る言葉 ・あーあーあー ・qureateの新作 ・へべれけ ばにーがーでん ・ぬるぽヘッドラインニュース ・へべれけナイスガイズ ・switch2の支払い完了しました ・一体何十万台のswitchが運ばれるんだろう ・1か月で3キロ以上落ちてますね ・明日ジムに行きたいな ・みなさーん、仕事が落ち着いたらしいですよー ・落ち着いたことにしますか? ・ごはん美味しんだよな ・農業の話 ・青果物市況 ・radikoでも聞けます ・オンラインで情報仕入れ放題なのでは? ・七条レタスさんはTOHO BOOTLEGS 9の宣伝をしていって ・シノギのにおいがしますな ・我々は、この情報で何をしたら <Bパート> ・あれ?七条レタスさんの声が聞こえる ・えいやーで作ったんだ ・3年ぶり?のD.wattさんです ・TOHO BOOTLEGS 9完成しました ・ファイナルでございます ・もう、やりません ・みんなオーエン大好き ・ぬるぽ890回以来の出演 ・トランスが入ってます ・ピエール瀧の体操60歳とか流行るのかな? ・もう、イオシスショップで予約できます ・一旦、国士無双で ・いいっんすよ、これが ・世の中がごっすん擦ってるよね ・船長のMVもすごい ・腰も痛めております ・ぬるぽ村の整形外科医紹介しますよ ・余所行きみたいになってる ・スカ警のアクスタグッズも出ました ・駿河屋ウォッチャー ・買取価格2000円なのでチャンス ・ゴーストバスターズじゃないか ・ご本人転売 ・チルノがかわいい ・クソデカアクスタ ・このピンクなら、どこにでも行けます ・D.wattは行けたら行きます ・昼夜やって、例大祭か ・バンド界隈ろくでもねーな ・キュレーター元年 ・みなさん、来れたら来てください ・D.wattさんは、忙しいねー ・必ずや丸く収めるD.watt ・ビックサイトに地下あったんだ ・いますぐTwitterで告知しますから ・イオシスダイレクト終了 ・15万円か ・自主的にマイクをOFF ・イオシスメンバーはふらっとぬるぽに出演できますが、これが初です ・みつをたです ・ガバキックの擬音はボインボイン ・いたーい、そっちの棒じゃない ・魔女さん性癖ドストライク ・新商品のゲルググ ・ホラーというよりコメディ ・ノンタリフバリヤーズ ・謎の政党解散したんだ ・賞金がM-1と同じじゃん ・風雲たけし城10回分 ・創作昔話ごんぎつね ・あーあーあー ・自動ドアになってる ・暖かいから、しょうがない ・GWどこにやったかね ・虚無を冷蔵保存 ・もう、いい時間なんですよ ・まいばすけっとに長ネギが売ってなくて ・CMです <エンディング> ・長ネギはラーメンに入れます ・お知らせです ・ぬるぽ詰め合わせは机に出しませんので言ってください ・チルノ=チャーリー ・チャーリーじゃなくてチャールズ? ・イオシスブース来れたら来てください ・提供楽曲にMVがつきました!  【original anime MV】A Horny Money World ~伝説の夜~【hololive/宝鐘マリン】  作詞:まろん (IOSYS)  作編曲:D.watt (IOSYS) ・クオリティーの高いアニメーション ・イオシスゲーミングもいろいろやってます ・例大祭がんばるぞ!

華視三國演議
中國財政赤字有多大?|#王國臣 #矢板明夫 #汪浩|@華視三國演議|20250427

華視三國演議

Play Episode Listen Later Apr 27, 2025 46:37


2025年COMPUTEX以「AI Next」為主題,5月20日至23日於南港展覽館隆重登場! 吸引1,400家國內外科技大廠、新創企業及加速器等夥伴共襄盛舉,同時舉辦多場精采活動,歡迎踴躍預登參觀! 報名連結

CRYPTO 101
Crypto Rundown: Bitcoin EXPLODES Higher and The Trading Secret of M2 Money Supply

CRYPTO 101

Play Episode Listen Later Apr 24, 2025 46:30


In this episode, Brendan and Tevo discuss the recent surge in Bitcoin's price, which has reclaimed the $94,000 mark. They explore the catalysts behind this rally, including the de-escalation of trade tensions and the potential for an altcoin season. The hosts provide a technical analysis of Bitcoin's price movements and examine the correlation between Bitcoin and the M2 money supply, suggesting that new all-time highs may be on the horizon. They analyze the implications of a growing number of crypto ETFs and the overall positive news flow in the crypto space.Chapters00:00 Bitcoin's Surge Above $94,00002:01 Market Reactions and Community Support03:55 Technical Analysis of Bitcoin's Rally08:11 Bitcoin Dominance and Altcoin Season12:29 Market Sentiment and Fear13:52 Trade War De-escalation and Its Impact21:42 M2 Money Supply and Bitcoin Correlation23:59 Understanding M2 Money Supply and Its Impact25:12 Bitcoin's Decoupling from Traditional Markets30:27 The Promise of Bitcoin Amid Market Turmoil31:47 Anticipating Altcoin Season35:54 The Surge of Crypto ETFs and Their Implications38:41 Positive News Flow in the Crypto Space41:07 Technical Analysis: Potential Pullbacks and Future Trends44:34 The Inverse Kramer Theory and Market SignalsCheck out Plus500: https://plus500.comCheck out NPR: https://npr.orgGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out NPR: https://npr.org* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Acrobatic Arts Podcast
Ep. 108 Teddy Bear Headstands: Acro Foundations with Jemma Harris

The Acrobatic Arts Podcast

Play Episode Listen Later Apr 23, 2025 11:15


In this episode, Acrobatic Arts Master Teacher Jemma Harris breaks down the deceptively tricky, yet totally adorable, Teddy Bear Headstand. Discover expert tips and progressions to help your students master this foundational acro skill. Build a solid base for future success for your students, with these skill-specific drills! About Jemma Jemma began her dance journey at the age of 3 with Beats Per Minute Performing Arts on the Sunshine Coast training in all genres of dance. Jemma completed examinations in the RAD and Comdance syllabi gaining Distinction for Advanced 2 RAD, and Honours Plus for Modern Jazz Shield, Theatrical Shield and Gold Cross Tap. At the completion of her training Jemma was awarded scholarships to a range of prestigious pre-professional programs including; Broadway Dance Centre and Brent Street. However was offered a contract with Royal Caribbean Cruise Lines only two weeks after turning 18. Jemma spent 3 years travelling the world and performing in production shows and musicals on board, including a feature role in “Saturday Night Fever” the musical and a soloist and showgirl in a diverse range of theatre shows. Now, as a highly qualified teacher Jemma is passionate about progressing students safely with a rounded and broad skillset in the performing arts, starting at the very beginning with the tiniest humans. Jemma is passionate about early childhood development and laying the foundations from the very beginning and loves sharing her passion in this area as a course conductor for AcroDance Pre School and Ready Set Acro. Jemma's qualifications span from Comdance Jazz, Tap and Theatrical through to Acrobatic Arts M1, M2 and M3, Alixa Flexibility, PBT as well as Aerial Arts. She loves sharing her knowledge with other like minded teachers through course conducting Acrobatic Arts M1, M2 and Aerial Arts and is honoured to be apart of a world renowned program! If you'd like more amazing content more tips and ideas check out our Acrobatic Arts Channel on YouTube. Subscribe Now! Connect with Acrobatic Arts on your favourite social media platform: Instagram: https://www.instagram.com/acrobaticarts/ Facebook: https://www.facebook.com/Acroarts Twitter: https://twitter.com/acrobatic_arts/ Learn more and register for our programs at AcrobaticArts.com

In Wheel Time - Cartalk Radio
Racing Life: From Track Dreams to Victory Lane

In Wheel Time - Cartalk Radio

Play Episode Listen Later Apr 23, 2025 32:54 Transcription Available


From a pandemic hobby to podium finishes at prestigious races, Judd Holt's meteoric rise in the racing world exemplifies what's possible when passion meets persistence. Judd's story begins just four and a half years ago when, tired of pandemic isolation, he decided to try his hand at motor racing. What started as a curiosity quickly evolved into competitive racing in spec cars, then an M2 for endurance events, and now to professional competition in a factory-built BMW M4 GT4.The fascinating world of GT4 racing centers on a unique premise - every car must be identical according to strict regulations. With manufacturers like BMW, Mercedes, and Ford all building to the same specifications, there's nowhere to hide behind superior technology. When Judd stood on the podium at Long Beach, it was pure driver skill that put him there. "The car is basically the same," he explains. "They're identical... you can't jack with it."The physical and mental demands are extraordinary. Imagine hammering the brakes from 150 mph down to 35 mph at nearly every corner, staying on the ABS throughout. While navigating these challenges, drivers simultaneously manage complex car controls, including on-the-fly adjustments to traction control and brake bias. As Judd puts it, "Your vision is very tight... it's everything you can do to accommodate the speed, the cornering, and to put the car where it needs to be."Preparation is paramount, especially for street circuits like Long Beach where practice on the actual track isn't possible. Judd spends countless hours on racing simulators, working with dedicated engineers to optimize car setup and balance performance. This methodical approach, combined with natural talent, has propelled him to multiple podium finishes in an astonishingly short time.Ready to experience the thrill of professional racing? Follow Loopy Tortilla Motorsports on Facebook to keep up with Judd's next races at Circuit of the Americas, Sebring, and even Germany's legendary Nürburgring.Be sure to subscribe for more In Wheel Time Car Talk!---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12noonCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Car Talk, email us at info@inwheeltime.comTags: In Wheel Time, automotive car talk show, car talk, Live car talk show, In Wheel Time Car Talk

雪球·财经有深度
2839.再聊黄金

雪球·财经有深度

Play Episode Listen Later Apr 22, 2025 9:37


欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫再聊黄金,来自莱言维语。最近A股的行情温吞水,说涨涨不上去,说跌跌不下来,外围的美股也是萎靡不振看不到啥整体向上的希望,本来没啥好聊的。唯独黄金一枝独秀,几乎没啥大的回调一路年初涨到现在,即使从月线的角度看也是以一种很夸张的斜率从23年一路涨到现在。如今黄金涨起来后五花八门的看好观点也是满天飞,有说黄金应该看股金比的,也有说黄金应该看美国的M2的,这些似乎都可以解释黄金如今凶猛的涨势和印证当前的价格依旧合理。我倒不是反对上面这些观点,相反我也认可这些说法,只是实在不希望大家在一个标的已经起飞的时候去各种找利好和解释,难道这些理由在没涨之前就不存在么?不如问问自己是不是因为涨了才信,如果黄金跌了,那自己还信么?借此机会展开聊聊最近的一些体会。一、巴菲特与黄金对于黄金很多人印象最深的应该是巴菲特曾多次公开表达对黄金投资的负面看法,我拿deepseek整理了下时间轴,大概内容如下:1998年哈佛大学演讲时,巴菲特首次明确批评黄金,称:“黄金被从非洲或什么地方挖出来,熔炼后再埋回金库,花钱请人守卫。这没有任何效用。如果火星人看到这一幕,一定无法理解。”巴菲特之所以这么说,是因为黄金本身不产生现金流,仅是一种“惰性资产”。2005年伯克希尔股东大会上,巴菲特比喻“投资黄金就是期望未来有人以更高价接盘,而非创造价值。”因为黄金价格依赖于市场情绪而不是基本面。2009年CNBC采访时,巴菲特对比黄金与股票,表示“可口可乐能赚钱,富国银行能赚更多,但黄金只会坐在那里消耗保险和库存。”因为企业能持续创造收益,黄金则无法“繁殖”价值。2010年对本·斯泰因的评标中,巴菲特提出著名比喻:“全球黄金可堆成67英尺立方体,但用这些钱能买下美国全部农田和10个埃克森美孚,并且还会剩1万亿美元。你会选择哪个?”巴菲特表示,黄金的实际用途有限,远不如生产性资产。2013年FBN专访中,巴菲特直接表态:“即使黄金跌到800美元/盎司,我也不会买。”想必今时今刻,可能很多人会用黄金的历史涨幅来证伪巴菲特的观点,比如引用有知有行统计的黄金2002年至2024年的数据,黄金的年化收益为10.3%,甚至是跑赢美国大盘股的。即使不看近几年,拉长周期,根据有知有行统计的数据,黄金从1968年底至2024年底的年化收益也有7.7%。那巴菲特真的错了么?很多人看别人的观点,永远只停留在静态的那个截面上,有时候甚至都不是截面,而是从他自己角度看到的那个点上,就像手里拿着锤子看啥都像钉子。但任何的观点都是建立在特定的前提和语境中的,脱离开这些后被分离出来的观点本身,就像一瓶没有汽的常温可乐一样,虽然也是"可乐",但早已不是"可乐"。巴菲特的投资逻辑看的是企业内生价值创造的源源不断的现金流,这与黄金的零息属性天然相斥。他不看好黄金的理由非常充沛,不但过去存在,现在存在,未来也不会消失。从1980年到2024年底,黄金也就涨了5倍出头,如果从1980年的高点算,甚至就只剩3倍出头了,可见站在不同时间维度得出的结论是完全不一样的,黄金并不像很多人以为的是一个万能的保值品,它就是一个在某些时间段内的投资品。如果放在1981-2001的维度看,黄金的年化收益甚至是-3.5%。而众所周知巴菲特的长期收益是远远跑赢标普500的,即使生涯后期下降了点,也就跑平而已。所以拉长时间和对比不同周期,相信诸位也就更能感受巴菲特为啥不看好黄金,黄金和股票根本性的价值创造差异,决定了巴菲特对黄金的否定具有时空穿透力。二、巴菲特与宏观巴菲特除了表达过不喜欢黄金外,还多次在公开场合表示自己不擅长宏观预测,并认为宏观预测不靠谱。相信这也是被大众误解最多的一句,有觉得巴菲特就是美国最大的内幕交易者和庄家之一的。有觉得巴菲特在忽悠大家的,不懂宏观为啥每次都能大跌前减仓,也有觉得巴菲特才是真正的宏观大师,只是自谦不肯承认的。我很好奇,一个宏观大师这些年真的会一点黄金不配么?是不是光这一条就可以证伪上述观点了?把时间维度拉长,巴菲特说自己不看宏观本质上依然和上面巴菲特对黄金的观点没有啥区别。毕竟上面说了人家是看企业长期现金流的,其次看当前的价格是否值得挥杆,宏观分析只是不在人家的框架内,人家投资不靠这个。你要说这种历经风雨穿越无数周期的投资界活化石真一点不懂宏观可能么?巴菲特说的不懂宏观,只是认为短期宏观经济不可知,不以宏观作为投资决策的依据罢了。三、菩萨畏因,众生畏果比起上面关于黄金和宏观,巴菲特说的更多的应该是关于恪守能力圈的一些言论,这个可以说真正贯穿了他的整个投资生涯,核心思想是“不懂不投”,专注于自己真正理解的领域。而上面两个章节所说的例子,无非也是更进一步强调了这个核心思想。回到黄金,当前的金价很多朋友迷茫,之后到底会不会继续涨?还是已经高位了快到顶了?没有的或者轻仓的要不要追?已经有的或者仓位高的要不要减?正所谓涨也难受,跌也难受,不涨不跌也难受,突出一个坐立不安。如果说巴菲特的投资哲学本质是对投资因果关系的深刻洞察 —— 正如 "菩萨畏因,众生畏果",真正的智者在行动前便明晰每一个决策背后的逻辑链条。而上面这些迷茫朋友的担心,正是众生畏果的最好写照,所有情绪都围绕价格波动这一 "果",却鲜有人回溯投资的 "因",就如同风雨中的浮萍一般,自然不知最终去处。此时此刻与其关心黄金最终的价格,为何不问问自己是因为什么理由看好黄金的?因为什么理由投资黄金的?投资前的计划是什么?自己的投资框架是啥?投资黄金的方式有很多种,有配置流的买够不动,有对冲流的只为避险,有趋势流的追涨杀跌,有反转流的低买高卖,每种方式都有自己的特点,每种方式也都有自己的局限,有的可能要坐过山车,有的在极端情况会对冲个寂寞,有的拉长看收益不如一直持有,有的一不小心就卖飞接不回来了。不同方式有的此刻要卖了,而有的此刻才要买,只是背后逻辑不同罢了。真正需要搞清楚的,是你到底想赚黄金的哪一部分钱?甘蔗没有两头甜,选择了一种必然就舍弃了另一种。展望后市,解答下很多朋友关心的问题:黄金如今这种斜率的涨法,后面会跌么?我可以负责任的说,一定会跌,甚至一定会大跌!那就需要你在跌之前就想好,跌了是因为周期结束了,还是阶段性调整?你的应对计划是什么?而在这之上更为关键的是,投资黄金的主要矛盾是什么,次要矛盾又是什么,你所担心的问题属于哪一类?站在中短期的角度来说,黄金大比例参与的时间早就过去了。但站在长期的角度来说,长周期的资产不似短周期的资产,兑现真实价值的过程很漫长。黄金的每一轮周期的涨跌,都是市场对 "因果关系" 的再定价。巴菲特的智慧,在于始终在能力圈内寻找 "因" 的确定性 —— 可量化的现金流、可理解的商业模式、可评估的竞争壁垒。对于普通投资者,或许无需复制他的标的选择,却必须借鉴他的思维方式:在买入前构建完整的因果链,在持有中坚守逻辑的一致性,在退出时恪守纪律的严肃性。当市场陷入 "涨也忧跌也忧" 的循环,不妨重读《心经》箴言:"照见五蕴皆空,度一切苦厄。"这里的 "空",不是否定价格波动,而是超越对 "果" 的执着,回归对 "因" 的洞察。毕竟,在投资的世界里,真正能穿越周期的,从来不是某类资产,而是清醒的认知与自洽的逻辑 —— 这才是 "菩萨畏因" 的终极启示。

The Bitboy Crypto Podcast
NEXT BIG Bitcoin MOVE: $90K Price Target After China M2 Money Flood

The Bitboy Crypto Podcast

Play Episode Listen Later Apr 18, 2025 67:17


Bitcoin's next big move could be a surge to $90K as China floods the system with M2 money! With liquidity pumping and crypto markets reacting fast, analysts say Bitcoin is primed for a breakout. Get the latest crypto news, Bitcoin updates, and altcoin insights in today's episode! ➡️ Unlock 13,000 USDT Trading Rewards! https://www.lbank.com/activity/futurestournament/DiscoverCrypto?icode=4M7MZ ➡️  Arculus - https://www.getarculus.com/products/arculus-cold-storage-wallet ●▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬● ➡️ Follow on X - https://x.com/DiscoCryptoLive ➡️  Join Telegram - https://t.me/+vS5uDtG57XpjNDA1 ●▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬● All of our videos are strictly personal opinions. Please make sure to do your own research. Never take one person's opinion for financial guidance. There are multiple strategies and not all strategies fit all people. Our videos ARE NOT financial advice. Our videos are sponsored & include affiliate content. Digital Assets are highly volatile and carry a considerable amount of risk. Only use exchanges for trading digital assets. We never keep our entire portfolio on an exchange. #bitcoin #crypto

The MacRumors Show
142: John Gruber Talks Apple Intelligence Controversy and the Future of Apple

The MacRumors Show

Play Episode Listen Later Apr 18, 2025 58:32


Daring Fireball's John Gruber joins us on this week's episode of The MacRumors Show to discuss Apple Intelligence and the future of the company. We talk through the reaction to John's influential “Something Is Rotten in the State of Cupertino" piece on Daring Fireball, which pointed out that Apple's credibility has been "damaged" by the delay in releasing key ‌Apple Intelligence‌ features such as personalized Siri. Subsequent reportsrevealed that Vision Pro chief Mike Rockwell has taken over the Siri team at Apple, which until recently was led by artificial intelligence chief John Giannandrea. Software chief Craig Federighi is also believed to have taken on more responsibility to turn ‌Apple Intelligence‌ around. The company has altered its marketing strategy away from the "Hello, ‌Apple Intelligence‌" tagline and the features are finally expected to launch sometime within the next year. With this recent context, we get John's thoughts on how the situation has evolved since he wrote his article, including on the proposed class-action lawsuits against Apple over false advertising. We also look at how Apple may present its suite of AI features at WWDC later this year. Moreover, we reflect on the Vision Pro almost two years after its announcement, and John explains why he believes that the headset avoided the mismanagement that has mired apple Intelligence. We also talk through rumors about the second-generation Vision Pro headset that is expected to launch between fall 2025 and spring 2026 as a minor spec bump, simply upgrading from the M2 to the M5 chip. We also explore the highly anticipated lower-cost Vision headset, dubbed “Vision Air," and how this could be positioned when it launches. We look at the state of Apple's smart home proposition and the HomePod amid rumors that the company's first smart home hub product has been delayed to 2026. The device is believed to be finished and was originally scheduled to launch in March 2025, but due to its reliance on ‌Apple Intelligence‌ its release has reportedly been shelved until next year. Finally, we discuss the long-rumored foldable iPhone, pondering on what Apple is likely to do differently when it launches the device next year. See more of John's work over on Daring Fireball and on his podcast, “The Talk Show." (00:00) - Breaking Down John's Article on Apple Intelligence/Siri Fiasco (20:56) - Apple Vision Pro 2 Expectations (37:18) - The Purpose of Apple's Smart Home Hub  (50:44) - Apple Foldable Rumors

Stop Me Project
Coach Zach Daniel | Building a D2 Powerhouse at West Texas A&M

Stop Me Project

Play Episode Listen Later Apr 11, 2025 58:21


On this episode of Airey Bros Radio, we sit down with Coach Zach Daniel, Head Cross Country Coach and Assistant Track Coach at West Texas A&M. From his journey as a student-athlete to leading one of the nation's top NCAA Division II programs, Coach Daniel opens up about athlete development, strength training for distance runners, international recruiting, and how West Texas is quietly becoming a powerhouse in the Lone Star Conference.We dive into the challenges of coaching through weather extremes, the importance of athlete relationships, and how a small-town Texas school is producing All-Americans year after year. If you're a student-athlete, coach, or parent exploring college running opportunities, this is an episode you don't want to miss.

Stocks And Jocks
Lipstick on a Pig

Stocks And Jocks

Play Episode Listen Later Apr 1, 2025 118:27


Karl and Chief kick off the show with a conversation about Trump's economic plans. Joel jumps on the air to discuss the uncertainty in the market. Then, Hal calls in to talk about M2 growth, inflation and tariffs.

Wine and Dime
From Proprietary to Prosperous: Tracing Women's Financial Evolution

Wine and Dime

Play Episode Listen Later Mar 26, 2025 17:30 Transcription Available


About the Guest(s):Amy IrvineAmy Irvine is the CEO and founder of the Rooted Planning Group, a financial planning firm dedicated to helping individuals and families cultivate a thriving financial future. With extensive experience in the finance industry, Amy is a respected voice in personal finance, often highlighted for her unique insights and practical advice aimed at improving financial literacy. As a passionate advocate for financial equality, she frequently contributes to discussions on contemporary financial issues, especially those impacting women.Episode Summary:In this insightful episode of Money Roots, host Amy Irvine delves deep into the intertwined history of women and money, while also exploring foundational concepts of the money supply. Released during Women's History Month, this episode provides a timely reflection on how historical gender biases have shaped financial opportunities and challenges for women over centuries. From elucidating the definitions of M1, M2, and M3 money supplies to detailing landmark legislative changes that aimed to rectify gender-based financial inequalities, Amy delivers a wealth of information meant to empower and educate listeners.Throughout the episode, Amy Irvine sheds light on the significant historical milestones that have shaped women's financial rights and opportunities. With a nod to landmark legislation such as the Married Women's Property Act and the Equal Credit Opportunity Act, listeners are guided through two centuries of evolution in women's financial rights. Highlighting the persistent wage gap, which has seen stagnant improvement since 2003, Amy calls for continued education and advocacy, emphasizing the role of allies in supporting financial gender equality. By understanding the past, Amy believes, we pave a clearer path for a future where financial parity can be realized.Key Takeaways:Understanding Money Supply: Amy introduces listeners to the basic concepts of money supply, categorized into M1, M2, and M3, explaining their roles in economic growth and inflation.Historical Gender-Based Financial Inequality: The episode tracks the timeline of female financial rights, revealing the extent of historical discrimination that women faced in terms of property ownership, credit access, and professional opportunities.Legislative Milestones: Key legislative acts such as the Married Women's Property Act and the Title IX are highlighted, portraying their impact on women's rights and financial autonomy.The Persistent Gender Wage Gap: Despite progress, there remains a significant gap in earnings between women and men, citing statistics that reveal women earn approximately 85% of what men do.Call to Action for Financial Equality: Encouragement is given to allies—parents, partners, and friends—to support women in achieving financial literacy and independence.Notable Quotes:"The reason that I'm bringing this up is because we've been having a lot of conversations with people about money supply in general.""If you can't vote, you have no say over what does and doesn't happen to you.""So technically, women at that point in time, if they got pregnant prior to that, you could lose your job, you could lose your way of supporting yourself.""There's still a lot that we need to do to continue to bring parity to the way that women earn money, get paid, our relationship with money, all of that.""For Women's History Month, if you have a daughter, if you have a niece, if you have a wife, support her in the way that, you know, promotes this continued direction towards parity of pay."Resources:Rooted Planning Group:

Oh God It Hz!
Episode 68: The One Where The Six-Button Samurai Bugs Eddy to Get A PS5

Oh God It Hz!

Play Episode Listen Later Mar 25, 2025 59:03


 Ol' Six-Button has an itch, and the only cure for that itch is MORE YAKUZA. And while our favorite GameAgent is still getting in some sporadic time with Yakuza: Kiwami on Switch, he's quite pumped about M2 returning to crank out another modernized classic, this time in the vein of Taito's Night Strikers series. And what does it mean, if anything, to well...anyone if the 1990s whipping boys of licensed game publishing, that being Acclaim ...returns? Get answers to this, and so much more, on the new OH GOD IT Hz!https://www.teepublic.com/user/ruminationsradionetworkhttps://linktr.ee/ohgodithzwww.RuminationsRadioNetwork.comwww.instagram.com/RuminationsRadioNetworkTwitter: RuminationsRadioNetwork@RuminationsNMusic and Production by Mitch Proctor for Area 42 Studios and SoundAudio Engineered by Dean Delp for Area 42 Studios and Sound https://twitter.com/DeanDelpVOhttps://www.patreon.com/RuminationsRadio ★ Support this podcast on Patreon ★

Swan Signal - A Bitcoin Podcast
Market Underpricing Phenomenal Bitcoin Fundamentals

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Mar 22, 2025 50:42


In this high-energy episode of Swan Signal Live, the team dives into an action-packed week of Bitcoin and macro news. Steven kicks things off celebrating a hard-fought victory in Bitcoin Bugle's “March Maxi Madness,” but the real meat of the show comes with analysis of the Fed's dovish tone, Trump's tariff plans, and growing signals of U.S. Bitcoin accumulation.Key Topics Covered:Fed Meeting Recap: John Haar lays out the Fed's latest economic projections, highlighting Powell's repeated emphasis on “uncertainty.” Despite fears of recession, the Fed held steady, signaling potential cuts while factoring in retaliatory tariffs.Tariff Strategy & Trump's Playbook: Steven and Brady explore Trump's “Liberation Day” narrative, arguing that tariffs are part of a broader negotiation strategy. Steven suggests markets may have overreacted—and that April 2 could bring upside surprises.Bitcoin's Unshaken Fundamentals: Despite market choppiness, the Bitcoin network is stronger than ever—rising M2, resilient hash rate, and clear bullish signals from Washington, including Bo Hines' statement: “We're going to acquire as much Bitcoin as we can.”Why Isn't Price Reflecting Fundamentals? The crew breaks down the disconnect: low institutional belief in government Bitcoin strategy, short-term correlation with traditional markets, and investor misunderstanding of BTC's long-term value.New MicroStrategy Product (STRF): John explains the latest yield-bearing financial instrument from MicroStrategy, tailored for conservative investors. It shows how Sailor continues innovating to acquire more BTC using creative capital market tools. Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Millionaire Mindcast
Market Shake-Up: Will The Fed & Tariffs Ignite a Massive Bull Run? | Money Moves

Millionaire Mindcast

Play Episode Listen Later Mar 19, 2025 46:27


In this must-listen episode of Money Moves, Matty A and Ryan Breedwell dive into the latest financial and economic shake-ups, including the Federal Reserve's next big move, the real impact of tariffs, and how global tensions are influencing the markets. With inflation cooling and M2 money supply expanding, are we at the starting line of a major bull run? Plus, we dissect the crypto rollercoaster, gold's all-time high, and why real estate might be a goldmine right now. Don't miss these high-impact insights! Key Topics Covered: How geopolitical tensions (Ukraine, Israel, Iran) are shaping markets (00:01:00) FOMC's rate decision: What's next for investors? (00:02:00) Inflation is falling—what does that mean for your money? (00:03:00) 60-90 day warning: Why this is a critical moment for investing (00:06:00) M2 money supply is loosening—how that impacts rates, stocks, and real estate (00:10:00) Tariffs explained: What the media is getting wrong & why they work (00:16:00) Real estate slowdown or opportunity? Breaking down the market shift (00:38:00) Is NOW the best time to buy property? (00:42:00) Gold is soaring—what's behind the demand spike? (00:32:00) Bitcoin, altcoins & institutional moves—where is crypto headed? (00:34:00) Notable Quotes: “The window is closing—investors have 60-90 days before the market flips.” “The M2 money supply is expanding—this is a major bullish signal.” “Tariffs take time, but they're already working—the media just won't admit it yet.” “Gold is skyrocketing—what do they know that we don't?” Resources Mentioned: FOMC & Fed Interest Rate Announcements U.S. Inflation & CPI Data Breakdown Latest Tariff & Trade Policy Insights Crypto & Institutional Investment Trends Call to Action: Text 'XRAY' to 844.447.1555 for a FREE financial portfolio review. Text 'DEALS' to 844.447.1555 for exclusive private investment opportunities. Follow @officialmattya on all social media platforms. Visit Shop.MillionaireMindcast.com for top-tier financial resources & merch. Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ CRE MASTERMIND: Visit myfirst50k.com and submit your application to join! FREE CRE Crash Course: Text “FREE” to 844-447-1555

DJ Ricky Sixx: In The Mix
Episode 11: In The Mix (Episode 574)

DJ Ricky Sixx: In The Mix

Play Episode Listen Later Mar 19, 2025


Mixshows every weekend on DanceMixUSA.com, NoFearRadio.com CARDIO Dance Radio, Mix93FM.com, WDA1.com, and RadioFreeNashville.org.1- Alon Halperin - Sitaram2- Anyma - After Love feat. Delilah Montagu (1LINE Remix)3- Anza - Tik Tak4- LovetechMusic & murattokat_ofc - 3363 & 10075- SAM & M1CH3L P. - Dark 6- M2, Anvero - Gone 7- Switch Disco - The Lesson (La Leçon)8- Jamie Jones & Green Velvet - Butterflies 9- Jerome Isma-Ae & JES - Come Alive 10- Jody Vukas - Meru11- Sander Sil - Stormrage12- Jody Vukas - Tomahawk

Tech Path Podcast
Emergency Rate Cuts vs Tariff Chaos

Tech Path Podcast

Play Episode Listen Later Mar 17, 2025 17:48


New economic projections from Federal Reserve officials this week will provide the most tangible evidence yet of how U.S. central bankers view the likely impact of Trump administration policies that have clouded a previously solid economic outlook.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:22 Sponsor: iTrust Capital01:00 Fed interest week01:45 What to watch for03:45 Emergency rate cut catalyst05:30 Trump not budging on tariffs06:17 CNBC vs tariffs09:00 Tom Lee - High likelihood tariff resolution is coming before April 211:37 M2 rising12:35 Crypto's circular risk13:30 21shares to shutdown BTC & ETH ETFs13:50 Cathie's holdings14:27 $HOOD explodes15:21 Tesla vs BYD16:10 ETH price target16:50 Saylor slowing down?17:13 Outro#crypto #bitcoin #ethereum~Emergency Rate Cuts vs Tariff Chaos

c’t uplink
Linux auf ARM-Laptops und Chromebooks | c't uplink

c’t uplink

Play Episode Listen Later Mar 15, 2025 47:28


Auf manchen Notebooks ist es nicht ganz einfach, Linux zu installieren – sei es, weil die Hersteller es verhindern wollen, oder weil die Hardware neu und ungewöhnlich ist und es die Hersteller einfach nicht interessiert. Dabei ist Linux auf den sparsamen und zugleich performanten MacBooks mit M1- oder M2-Chip ziemlich reizvoll, oder auch auf den Windows-on-ARM-Geräten mit Snapdragon X, die seit Mitte 2024 erhältlich sind. Wie einfach oder kompliziert ist es, Linux auf einem Apple-Silicon-MacBook oder auf einem Windows-on-ARM-Laptop zu installieren? Oder auch auf einem ausrangierten Chromebook, das zwar einen normalen x86-Prozessor hat, aber firmwareseitig zugenagelt ist? Wie ist das mit der Akkulaufzeit? Funktioniert die ganze integrierte Hardware? Über diese und weitere Fragen sprechen wir in dieser Folge des c't uplink. ----------------- Unsere nächste Folge wird anders! Denn wir nehmen am 15. März am Podcast-Festival Leipzig Lauscht teil. Dort sprechen wir nicht nur live, sondern zeichnen die Folge natürlich auch auf. Kommendes Wochenende (21./22. März) hört und seht ihr das Ergebnis. Bis dahin! :) https://leipziglauscht.live/ -----------------

Hablemos de Apple
E8T5 - Probamos el iPhone 16e

Hablemos de Apple

Play Episode Listen Later Mar 13, 2025 50:03


En este episodio, Jairo y Samir discuten la interacción reciente con su podcast, los problemas técnicos que enfrentaron, y la gran cantidad de oyentes que se preocuparon por la calidad del audio. Luego, se centran en el lanzamiento del iPhone 16e, compartiendo sus experiencias en un evento de Live Shopping y analizando las características y el rendimiento del dispositivo. Y muchas cosas más...Captulos00:00 Interacción y Problemas Técnicos del Podcast03:11 Lanzamiento del iPhone 16c y Experiencia en Live Shopping06:08 Análisis del iPhone 16c: Características y Rendimiento08:56 Comparativa de iPhone 16c con Modelos Anteriores11:56 Batería y Eficiencia del iPhone 16c15:05 Recomendaciones sobre el iPad Air M318:02 Novedades del MacBook Air M4 y iPad Base25:46 Novedades del iPhone 15 y iPad Mini27:47 MacBook Air M4: Innovaciones y Precios31:09 Comparativa de Procesadores: M1, M2 y M434:14 Max Studio y el M3 Ultra: Potencia y Especialización39:05 Desafíos de Apple: Siri y la Inteligencia Artificial45:01 Experiencia Inmersiva: Metallica y Apple Vision Pro

The Bitboy Crypto Podcast
Trump Tariffs Cause Bitcoin CRASH: 4 Year Cycle Dead?!

The Bitboy Crypto Podcast

Play Episode Listen Later Mar 11, 2025 67:39


Bitcoin has experienced a dramatic drop, and M2 liquidity might hold the key to its recovery! Stay tuned as we dive deep into how market dynamics are shifting and what it means for the future of crypto, bitcoin, and altcoins. ➡️  Trade Bitcoin - https://www.lbank.com/activity/DiscoverCrypto-Cashback?icode=4MQ3K ➡️ NO KYC exchange, claim 500USDT trading bonus and 100% cashback on LBank:  https://www.lbank.com/activity/DiscoverCrypto-Cashback?icode=4M7MZ ➡️  Join Telegram - https://t.me/+vS5uDtG57XpjNDA1 ➡️  Arculus - https://www.getarculus.com/products/arculus-cold-storage-wallet

M2 The Rock
ARE YOU AN ADDICT?

M2 The Rock

Play Episode Listen Later Mar 10, 2025 55:40


About M2 THE ROCK - MICHAEL MOLTHAN:I'm Michael Molthan, host of The M2 The Rock Show—one of the fastest-growing podcasts and shows on self-improvement, mental health, addiction recovery, and spiritual transformation. I'm so grateful you're here.I started M2 The Rock in 2017 to bring you conversations designed to make you happier, healthier, and more healed. Through raw and unfiltered discussions with experts, celebrities, thought leaders, and athletes, we uncover new perspectives on personal growth, recovery, and overcoming life's toughest challenges.My Story:What sets my journey apart is that there wasn't just one rock bottom—there were many. From being a successful luxury homebuilder to falling into addiction, homelessness, crime, and eventually 27 mugshots and prison, my life was in absolute chaos.Addiction was my temporary escape from childhood trauma, but it only led to destruction.It wasn't until I hit the lowest point imaginable that I finally found true freedom, redemption, and purpose. After an unexpected early release from prison in 2017, I walked 300 miles back to Dallas to turn myself in—only to be miraculously pardoned and told to “pay it forward.”And that's exactly what I've been doing ever since.My MissionI believe that rock bottom is not the end—it's a stepping stone to something greater.My goal is to redefine what "rock bottom" means by helping others rebuild their Spirit, Mind, and Body. On M2 The Rock, I speak openly about trauma, addiction, recovery, and the power of transformation. I don't shy away from topics like:✅ Trauma & Addiction – Understanding the root causes✅ Self-Sabotage & Mental Health – Breaking negative cycles✅ Codependency & Enabling – How relationships impact recovery✅ 12-Step Programs & Spiritual Healing – Finding true freedom✅ Religious Trauma & Personal Growth – Healing from past wounds"Everyone Is An Addict."Whether it's substances, work, validation, or negative thinking, we all have something we struggle with.But recovery is possible, and transformation is real.

The Smoking Tire
Forever M3 Wrenching; Lambo Engine Update; a Good CA Car Law?; Q&A

The Smoking Tire

Play Episode Listen Later Mar 4, 2025 83:50


Zack spent a little more time repairing his beloved BMW M3 than the instructions estimated; Matt has a photo update on his Lamborghini Countach's engine rebuild; there's a new emissions proposal in CA regarding classic cars that actually makes sense (for once); we review the 2025 Porsche 911 T Cabriolet; and we answer questions from our Patreon members including:    What vehicle is better with an automatic transmission?   Which exotic cars dodge registration?   Our dream Nissan R36 GT-R would be...   Did ADRO fix the M2's front end?   What is happening with Lucid?   A gated shifter conversion for Miatas?   Hot or not: Nissan Stagea Autech   The rule on watch-size to wrist size   Cars that were truly one-of-a-kind.   And more!Recorded March 3, 2025 Start your new morning ritual & get up to 43% off your @MUDWTR with code tire at  mudwtr.com/tire #mudwtrpod Check out the full lineup of Truewerk's high performance workwear and get 15 percent off your first order at TRUEWERK.com/tire New merch! Grab a shirt or hoodie and support us! https://thesmokingtireshop.com/ Use Off The Record! and ALWAYS fight your tickets! Enter code TSTPOD for a 10% discount on your first case on the Off The Record app, or go to https://www.offtherecord.com/TST Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! Enter code TST10 for a 10% discount on your first case on the Off The Record app, or go to http://www.offtherecord.com/TST. Watch our car reviews: https://www.youtube.com/thesmokingtire Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman

Tailoring Talk with Roberto Revilla
Another Drive In The BMW M2 G87 : Viewer Questions Answered

Tailoring Talk with Roberto Revilla

Play Episode Listen Later Mar 2, 2025 38:16


206. Let's go for another drive in Bobby's BMW M2 G87! The break-in service is coming up fast and he needs to put some more miles on the M2 so what better excuse than to go for another drive with you all, answer your questions from the last video and finish with a little rev so you can hear the exhaust sound. If you're a fellow BMW M2 G87 owner please connect and share your experience of your car - and if you're considering buying one of these we hope this review helps!Enjoy! Message The Show Directly & Join The Conversation !Support the showYou can now support the show and help me to keep having inspiring, insightful and impactful conversations by subscribing! Visit https://www.buzzsprout.com/1716147/support and thank you so much in advance for helping the show!Links:Roberto on Instagram http://www.instagram.com/robertorevillalondonTailoring Talk on Instagram http://www.instagram.com/tailoringtalkpodcastTailoring Talk on YouTube https://youtube.com/@tailoringtalkCreditsTailoring Talk Intro and Outro Music by Wataboy / TVARI on PixabayEdited & Produced by Roberto RevillaConnect with Roberto head to https://allmylinks.com/robertorevillaEmail the show at tailoringtalkpodcast@gmail.com

Utah Puck Report
University of Utah M1 and M2 are Nationals Bound

Utah Puck Report

Play Episode Listen Later Feb 15, 2025 37:14


We're going local for this week's episode as we're joined by players from University of Utah's M1 and M2 teams. Find out about their journey to nationals, life in the ACHA, and the difference between the M1 and M2 teams.

Legal Grounds | Conversations on Life, Leadership & Law
Legal Grounds | Michael Molthan On Addiction as a Symptom, Replacing “Tough Love” with True Love, and Freeing Others to Free Yourself

Legal Grounds | Conversations on Life, Leadership & Law

Play Episode Listen Later Feb 12, 2025 43:51


Addiction is one of those words that - whether consciously or unconsciously – causes most people to instantly conjure up a stock-image of a person at rock bottom due to drugs and alcohol. Now, as we've discussed in previous episodes with both experts & those who've experienced it first-hand, addiction is nearly always a symptom of something deeper. But one of the things that struck me in this week's conversation was that while as a society we're beginning to see through many of the cultural MYTHS we hold surrounding addiction, there may exist an even bigger problem: a fundamental understanding of what addiction actually is & how it can manifest itself in our lives. My guest this week is Michael Molthan, a former drug addict and alcoholic who has dedicated his life to helping others on their path to recovery on his daily talk show, M2 The Rock. Since 2017, Michael has been inspiring individuals to break free from life-shattering addictions and everyday obstacles, empowering them to embrace their true potential and live their best lives. A sought-after speaker, Michael also helps run the M2 organization, a nonprofit that helps connect those struggling with addiction to resources, including Certified Recovery Coaches, Information and referrals, scholarships for intensive outpatient programs, as well as other resources.We discuss why rock-bottom is often a plural, how finding freedom for ourselves can sometimes require freeing those around us, choosing true love as a form of tough love, and so much more. Enjoy the show.___________SHOWNOTESMichael's Instagram Michael's LinkedInMichael's Story (Video by IAMSECOND)

Uncle Jonesy's Cameras
Uncle Jonesy's Cameras Podcast #78: M Bop

Uncle Jonesy's Cameras

Play Episode Listen Later Feb 12, 2025 69:36


Wel it finally happened. Kevin now owns a Leica M2 after an unexpected local ad pops up. Not an impluse buy, mind you, as his search for the right M2 and the right time to buy it has been years in the making. but to say that Kevin is excited is quite the understatement. Meanwhile, Wayne has been playing with a compact German designed camera of his own, the Rollei 35. And compact doesn't really describe just how small this full frame 35mm rangefinder camera is. Ergonomic it is not, but could Wayne like it anyway? After some show and tell, the Shutter Brothers dive into some listener feedback, and once again, we all learn something in the process. We are thankful for our listeners, and we love hearing from them. So, please consider sending us an email (unclejonesyscameras@gmail.com) or posting a comment on our Instagram or Facebook pages (@UJCpodcast). And as always, you can find our show notes at https://unclejonesyscameras.blogspot.com. Happy Photography!