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Today we will talking about Day 17 and 18 of traveling in Bangkok. Day 17 is very chill, D last day before departing back to USA. Day 18 is back on schedule, we took a roadtrip to another providence at Nakhorn Ratchasima. Visited the most unique temple shaped like an elephant called Wat Ban Rai, then head over to visit Wat Somdej Toh that has the tallest Somdej Toh statue, relax and breathe fresh air at Yai Thieng Mountain Windmill, and eat delicious Western meal at Chockchai Steakhouse. Tune in and don't forget to spread the love. ❤ Shoutouts
On episode 561, mosiac glass crafts, mini Legos and other fun extras on a 10 night 3 resort split stay with Julie Dylingowski Featuring: Reach Momma and Auntie Judy for trip planning – TravelinTiaras@gmail.com Contribute to the show at www.patreon.com/geekinonwdw Show tshirts available at our Teepublic store Email me at curt.stone@GeekinOnWDW.com
Welcome back to another information-packed episode of the Kaya Cast Podcast, the go-to resource for cannabis dispensaries looking to make their mark in the industry. In this week's episode, we're excited to sit down with Jack Blaeser, a thought leader and innovator from Mosaic, a company renowned for its groundbreaking approach to cannabis business solutions.We kick off the episode with a warm welcome to Jack and a quick introduction to the mission and vision of Mosaic. Discover how Mosaic is changing the game for dispensaries through cutting-edge technology and customer-centered service design.Jack then takes us through the journey of how Mosaic started, reflecting on the challenges and triumphs they faced in the burgeoning cannabis market. He shares invaluable insights on what it really takes to build a successful cannabis brand from the ground up.For those hungry for actionable advice, Jack provides an array of tips and tactics that you can implement right away. From optimizing your product inventory to navigating complex regulations, Jack's expertise shines through in his practical recommendations.We also explore the future of cannabis retail, with Jack offering his predictions on upcoming trends and the direction the market is headed. Plus, don't miss out on our lightning round where Jack tackles the most common misconceptions about scaling in the cannabis industry.Finally, we wrap up the episode with Jack's parting wisdom for new and established dispensaries looking to make a significant impact in their community.So, whether you're a startup dispensary or an established player in the cannabis space, this episode with Jack from Mosaic is packed with knowledge bombs that will help you grow your business and stay ahead of the curve. Tune in, ignite growth, and transform your cannabis dispensary with the insights from today's KayaCast episode!Remember to subscribe and follow the Kaya Cast Podcast for more weekly insights, and don't forget to check out the show notes for links to Mosaic's resources and the strategies discussed in today's show. Keep growing, and stay high on knowledge! Jack Blaeser is the Chief Executive Officer and Founder of Mosaic.green, a cannabis-focused investment platform that connects investors with vetted companies. Jack has been a leader in the cannabis industry for many years, and is a well-respected authority on cannabis investments. He has a deep understanding of the industry and a knack for helping investors make the most of their investments. As a podcast guest, Jack is a valuable resource for understanding the nuances of investing in cannabis business. His experience and insight make him an ideal guest for any cannabis business podcast. Find out more about Mosiac at:https://mosaic.green/https://www.linkedin.com/in/jackblaeser/https://www.linkedin.com/company/mosaic-green/https://www.instagram.com/mosaic.green/?igshid=MmJiY2I4NDBkZg%3D%3D #InnovativeGrowthStrategies #MosaicMindset #CannabisBusinessSolutions#thoughtleadership #CustomerCenteredDesign#GroundbreakingTechnology#BuildingSuccessfulBrands#ActionableAdvice#NavigatingRegulations#FutureOfCannabisRetail#ScalingMisconceptions#CommunityImpact#TransformYourDispensary#StayHighOnKnowledge#KayaCastInsights
Language is an essential component of communication, especially in the educational setting. In this episode, MOSIAC interns speak about their perspectives on language at Point Loma Nazarene University.
This podcast completes the book of Exodus. After Adam and Eve sinned and the world fell into decay and death to become separated from God's presence, God returned to choose his people and be their God. He promised Abraham to make his descendants numerous and a nation. He began to fulfill his promise and freed the Israelites who were enslaved in Egypt for 400 years. He made a covenant with them that if they obeyed Him, he would be their God to provide for them and lead them to the promised land. The Israelites, the twelve tribes, agreed and began their exodus from Egypt to the wilderness. It was in the wilderness that God began to reveal Himself to His chosen people and His character. He laid down the law with the Ten Commandments and established the Mosiac covenant to sanctify His people and make them Holy because God is Holy. While Moses was at the mountain top, meeting with God, the Israelites forgot God and built their golden idol calf to worship. In anger, Moses broke the two tablets that God handwrote His commandments. God still gave mercy to allow them to live when He was angered to wipe them out. Afterward, the redeemed Israelites continued with God and built God's house, the Tabernacle, where God will reside once again with His people. This book ends with God's glory resting in His house, His earthly temple. The character of God will continue to be revealed to establish His Kingdom on earth slowly until the new heaven and earth restore God's original plan with the Garden of Eden. Exodus reveals amazing qualities of God and His plan to redeem us into His Kingdom to live with Him once again and restoration.Video at https://youtu.be/MvSb5l8heWk***********Support MrE and his channel at:Apocalypse Watchman by MrE, https://www.bitchute.com/channel/apocalypse_watchman/MrE, https://odysee.com/@MrE:cDonate to MrE at PayPal.me/mrehistoryPatreon: https://www.patreon.com/mremediaCat channel: https://www.youtube.com/@catpocalypsenow8090***********Multiple ways to support my work:My books: https://www.savedandloved.com/shopDonate to my site: https://www.savedandloved.com/donateBuy Me a Coffee: https://www.buymeacoffee.com/savedandlovedDonate at Patreon: https://www.patreon.com/SavedAndLoved31
Brew Detroit Unstoppable is a Session IPA by style. Unstoppable was brewed in proud partnership with Detroit City Football Club and The Faithful of Detroit City. Dry-hopped with Mosiac and Loutus hops lend notes of citrus, berry and fruit, finishing with a mild bitterness. This craft beer is 4.8% ABV. In this craft beer review, we will take a look at the color, smell, and taste.
We're traveling all over the place this episode and kind of getting famous. We travel To the Milky Way and Back XI via Evil Twin NYC. This is the 11th release in the series and it's a milkshake IPA with blueberry, matcha, marcona almonds, vanilla and some milk sugar. It's as crazy as it sounds. Romanian brewers Blackout Brewing does a good job making us Almost Almost Famous. There is still a lot do in that regard, but making an amazing double IPA is no work at all. This DIPA has lots of Mosiac, Idaho 7 and Cashmere hops for an amazing blend of hoppy goodness. #beer #craftbeer #drinks #dipa #ipa #milkshakeipa #blackoutbrewing #eviltwinnyc
---AUDIO DISCLAIMER--- Apologies for the audio quality not being as up to scratch on this episode, we've cleaned it up as much as possible. As Rob continues he swears he's not being first player again but still comes back for more, however he brings us a discussion into LCG's (Living Card Games), what they are and what the group enjoys.FIRST PLAYER: RobOTHER PLAYERS: Davey, Tambo & Kerley OVERVIEWIn this weeks episode, Rob is pushing to the end of his episode run and chats with the group about LCG's (Living Card Games) and their experiences in how they've led to some great game experiences. In this episode you'll learn:- that Davey can't say Teotihuacan properly- how "ahem" deep various group members are in Marvel Champions - Rob gains great pleasure in destroying his daughter in his latest game of Villainous - A good discussion on the differences between LCG's vs TCG's- A run through of Arkham Horror, Marvel Champions and Lord of the Rings LCG'sLINKS REFERENCED IN THE SHOWPlease check out our BoardGameGeek page and become a fan and subscribe to be notified on when our next episode lands.EPISODE CHAPTERS0:00 - A small audio quality disclaimer0:19 - TURN 1 - Player Count6:25 - TURN 2 - Let's Talk About Hex6:41 - Tambo Talisman Batman Super Villains Edition10:16 - Kerley - Viticulture13:31 - Davey - Teotihuacan16:21 - Rob - Villainous18:54 - TURN 3 - Just hit the east side of the LCG...19:18 - Arkham Horror LCG23:36 - What is an LCG?24:45 - Marvel Champions LCG33:49 - Lord of the Rings LCG43:47 - The comparison to TCG's52:30 - TURN 4 - Question Time: What Fantasy Flight Game should I own?58:31 - TURN 5 - The Penultimate Turn: What's Coming Up?58:56 - Kerley - Heroes of Might & Magic III & Mosaic1:01:02 - Davey - Viva Lacerda1:02:50 - Tambo - ISS Vanguard & Wolverine Deck1:03:51 - Rob - Journeys of Middle Earth1:06:52 - TURN 6 - The Final TurnSupport the showSUPPORTING THE SHOW- Support us on Ko-FiENGAGING WITH THE SHOWWe want your questions so engage with the show through our channels below:- Email Us - BoardGameGeek - Facebook - Instagram- Threads - TikTok
Gossip con sconfitta Berrettini, ansia Musetti, Seppi deluso con la Fit (anzi FitP) e il torneo di Napoli che non parte proprio benissimo… poi basta così, non possiamo dirvi proprio tutto, dovete ascoltare!
Nel caso di Nadal si parla di figli, per Djokovic sono tornei vinti in carriera. Ma c'è molto di più: Fritz top ten, Medvedev in crisi, Nardi in ascesa… e basta così, non possiamo mica spoilerare proprio tutto, dovete ascoltare!
Lo zio Melo ci racconta l'ennesimo infortunio di Sinner, l'89esima coppa di Nole (che gioca anche in carrozzina), la storia di Tiafoe e una romantica fabbrica di racchette vintage ma moderne.
Melo era là, a Londra! Per cui, altra puntata monotematica (poi basta…). Il racconto dell'ultima partita di Roger, le lacrime, le emozioni, il dietro le quinte, le parole di Ljubicic. Un reportage completo.
Claire McGarry was blessed with a special GIFT one day and now wants to graciously share with you! God revealed to her a very unique and powerful process of coming with burdens and ultimately walking away in freedom. By His grace, we can learn to Gauge our emotions, Invite our emotions to the surface, Filter our emotions through God's Word, and be Transformed. GIFT! Who doesn't love a good acronym? Tune in - and consider asking God who could benefit from hearing this episode as well! Claire is a guest from New England; she is a former missionary, author, blogger and founder of MOSIAC of Faith, and she is with us today to tackle this question: I have struggled most of my life with worry. At times, it's more than worry and I feel a lot of anxiety. Different things seem to trigger this. I try to quote scripture, pray about everything, get others to pray for me, but still I struggle. It's worse at night. Do you have any suggestions of how I can worry less and have less anxiety? CONNECT with Sue and Crown of Beauty InternationalWebsite// Facebook//InstagramSUBMIT your own scenarios or questionsEmail: crownofbeautyinternational@gmail.comSUPPORT His Heartbeat and Crown of Beauty InternationalDonation Page// Cru-Crown of Beauty InternationalResources Mentioned in the Show:Claire's WebsiteGrace in Tension: Discover Peace with Martha and MaryAbundant Mercy: Family Devotions and Activities for LentWith our Savior: Family Devotions for Lent
Puntata monotematica, per celebrare (e sdrammatizzare anche un po') l'addio di Roger al tennis. Di Coppa Davis e del resto ci occuperemo la prossima volta, oggi il tema è solo: Il Re.
Djokovic vince per la quarta volta di fila, fanno sette in totale. Ma Kyrgios ci ha fatto divertire e questo è impagabile. Il racconto della seconda settimana piena di cose da ricordare.
Alex from Carolina joins Andrew in the Brew Pub where we talk teenage brewing disasters, and kettle souring! Mixed Berry Kettle Sour 5.5 gallon: 6.25 lbs pale malt 2 lbs Flaked Oats 2lbs white wheat 1.25 lbs Lactose sugar (added during the boil) .5oz Nugget (or similar) at 60 min 2 oz Galaxy at flameout Whirlfloc tablet at 15 min 1pkg of Lactobacillus (Wyeast #5335) or similar 1 pkg of US-05 Heat 7.5 gallons of water to 154 and mash in. 75 minute mash. Mash out at 168. Once mash is finished cool wort to 100 and pitch the Lacto. Keep the wort between 90-100 degrees F for a day or so regularly checking PH. 3.5 is going to be somewhat sour and 3.1 is going to be about as low as you want to go. Once you hit the PH that you want, start the boil process as normal. After the beer ferments out, add in your fruit ~1lb / gallon brewed. I used costco frozen mixed but you can use whatever you'd like. I recommend freezing whatever fruit you use before hand to kill any unwanted bugs and breakdown the cell walls of the fruit. Carolina Pale Ale 5.5 Gallon Water Profile: Ca 142ppm | Mg 21ppm | Na 29ppm | Sulfate 299ppm | Chloride 54 ppm | bicarbonate 109 11 lbs Riverbend Malt House Southern Select (2 row) 8 oz carapils 8oz crystal 40 1 whirlflock (15 min) 1pkg Cali ale WLP001 .25 oz Nugget 60 min .25 oz CTZ 15 min .25 oz mosaic 15 min .75 oz Azacca whirlpool (15 min) .75 oz CTZ whirlpool (15 min) .75oz Mosiac whirlpool (15 min) 1.5oz Azacca Dry hop 4 days 1.5 oz CTZ Dry hop 4 days 1.5 oz Mosiac Dry hop 4 days Mash at 152 for 75 minutes with a 10 minute mashout at 168. 60 min boil. Link to Skittlebrau from Pop Culture Brews Simpsons episode: https://open.spotify.com/episode/0IwCXQu964XhwZKzx2yUw2 Learn more about your ad choices. Visit megaphone.fm/adchoices
Matteo vince il secondo torneo consecutivo su erba! Nel frattempo abbiamo un nuovo Nadal, Thiem cambia lavoro, Feliciano arriva a 20 e Sinner (finalmente) ha il suo super coach.
Berrettini torna dopo l'infortunio e vince subito, a Stoccarda. Matteo sui prati è una sentenza. Adesso il Queen's e poi Wimbledon.
Al via il torneo parigino, mentre non si placano le polemiche sulla decisione degli inglesi di non assegnare punti per il loro storico torneo
La vittoria di Nole agli Internazionali su Tsitsipas conferma che il Djoker è tornato a far paura. E tra una settimana scatta il Roland Garros…
Le beghe legali di Becker, il rientro di Federer, Berrettini cheriflette e Djokovic che torna a Wimbledon. E molto ma molto altro,tra cui qualche utile riflessione sul Covid, che non è sparito…
She's the world's greatest networker, she's a proud member of SoftwareONE's MOSIAC board, and she's host of the Bold Black Girls podcast! All that and more on the latest episode of the SWOfiles with your hosts Levi & Abbie. Music, Mixing & Editing by fellow SWOmie: Brandon Avinger Check out Aries & Kimberly's podcast here: https://boldblackgirls.com/
In this Easter message we examine the powerful arguments comparing Jesus' sacrifice on the Cross to the Mosiac sacrificial system revealed in Hebrews 10:1-18 and how it relates to the Easter story and how we can make these truths a part of our everyday lives.
Batte la sorpresissima Fokina e si conferma sulla terra rossa di MonteCarlo. Ne parliamo con tre opinionisti di lusso, ma proprio bravi bravi bravi!
Un viaggio alla scoperta del primo grande appuntamento dell'anno sulla terra. Col prezioso aiuto di Paolo Lorenzi parliamo del rientro di Djokovic, del fenomeno Alcaraz, di Sinner e di tutto quanto dovete sapere per godervi al meglio questo torneo.
Ma attorno al giovane fenomeno spagnolo accadono moltissime altre cose, una più interessante dell'altra…!
Taylor Fritz profeta in patria a Indian Wells, Elon Musk judoka, il quinto set uniformato e molto ma molto altro.
Today's conversation is with master coach for people who give a damn Bridgette Boudreau, and our hot topic is purpose. Life purpose, to be exact. I suspect we all - at least to some extent - have a sense that there is a meaningful purpose unique to us...meant for us...and if this is something you're sensing, and yet you don't know, for sure, what exactly that purpose is....you're not alone, friend. This maddening out-of-reach-ness causes many people no small amount of stress.Part of the problem is that we have come to understand "purpose" as a thing - a destination at which we arrive with great certainty and permanence, when that is not the typical reality. Imagine believing that there is something specific you're supposed to be able to know and access in order to feel happy and fulfilled, and you'll understand the frustration and pain of a whole lot of people who are watching the clock of their lives tick away the minutes while they still haven't found "it."I'm so gratified to be able to bring my conversation with Bridgette around life purpose to you in today's show, and you won't have to listen long to get the gist of the loving, wise, honest orientation of her work. Bridgette is the creator of the Mosaic purpose-finding framework. Here's what she has to say about it:"You can live your purpose. It's right there in front of you if you're attuned to it.The Mosiac was born out of my own frustrations. I always felt called to something and was tortured by not being able to figure out what the hell it was.Using the Mosaic framework and my 12-plus years of coaching experience, I help people depart the beaten-down paths of conventional living and bushwhack their way into the life that's meant for them. More importantly—I've been through it, and feel confident guiding others through the dark to arrive blinking into the blazing sunlight of their own shiny being."In today's show, Bridgette and I demystify the process of finding your purpose by shooting down those old myths and misconceptions that keep us chasing our own tails in pursuit of "the one thing" and Bridgette shares wisdom from her Mosaic process to help you began your own grand journey toward living your life purpose.Bridgette Boudreau is a Master Certified Coach and creator of the Mosaic Life Purpose Framework. For over 15 years as a personal coach and business consultant, Bridgette has personally trained thousands of life coaches, has developed and launched two top-tier life coach training schools, and has specialized in turning around distressed businesses as a C-level executive and business consultant. All of these experiences informed her Mosaic Life Purpose Framework, along with her frustration at not being able to connect with her own sense of purpose.Bridgette's coaching style is like the love child of Bob Ross and Mary Poppins: She's going to love and encourage the hell out of you to do it your way, and you're also going to get it done.BridgetteBoudreau.comThe Mosaic Life Purpose LabFollow Bridgette on InstagramFollow Bridgette on Facebook
Indian Wells è in corso, noi ci concentriamo su annessi e connessi del primo Masters1000 della stagione. Storie collaterali, ma neanche troppo!
La “pausa di riflessione” è l'anticamera del divorzio, si sa. Ma sopravviveremo, anche grazie all'invenzione del secolo: i coriandoli bio!
Michael Green stops by The Business Brew to discuss his inelastic market theory, the outlook for inflation, why the market might be too excited about rate normalization, and much more. Michael is a frequent contributor to Real Vision and has done some phenomenal interviews, which can be found on YouTube. He has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations. Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes: 3:00 - The inelastic markets hypothesis 10:05 - What passive investing does to the market 13:05 - How securities lending operations are changing 19:55 - Relative value 23:25 - Disruptions leading to less profit 30:55 - Is the current backdrop The Fed's fault? 36:25 - What to think about inflation now? 41:05 - Where is the economy in 2 years? 45:05 - How COVID may result in fewer births 50:05 - Will rates normalize? 1:04:05 - Michael always had a macro overlay to value investing 1:08:35 - Why who owns securities matters 1:11:35 - What Michael is doing at Simplify.
Ma si parte con un approfondimento a tema salute, per poi divagare su tennis, automobili, varia umanità e immancabili facezie.
Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more. Chris' paper, The Art of (Not) Selling, really made an impression on Bill. This discussion follows up on that paper, among other topics. Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies. He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated summa cum laude with a B.A. in economics from Tufts University. Bill really enjoyed listening to Chris talk about how Mr. Akre would push Chris to find the essence of a business. That enables an analyst to then focus on THE most important question. Books mentioned include: https://www.amazon.com/Zen-Art-Motorcycle-Maintenance-Inquiry/dp/0060589469 https://www.amazon.com/Lila-Inquiry-Robert-M-Pirsig/dp/0553299611/ref=pd_lpo_2?pd_rd_i=0553299611&psc=1 https://www.amazon.com/The-Art-of-Learning-Josh-Waitzkin-audiobook/dp/B00JE2WEEK/ref=sr_1_1?crid=3DQ5DXHBNOWB7&keywords=the+art+of+learning&qid=1643803876&s=books&sprefix=the+art+of+learning%2Cstripbooks%2C83&sr=1-1 Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 2:29 - Josh Waitzkin the mentor, embracing your funk, and reflecting on decision making 14:33 – Learning from Chuck Akre 15:20 – Mastering the micro to master the macro 16:29 – Separating the noise from signal and essence statements 20:29 – The power of writing and stopping mid sentence when you finish your day 25:17 – A history lesson about Akre Capital Management 28:30 – What is a wonderful business and what it takes to be a good investor 33:50 – Why Middleburg is important to Akre 35:05 – Why Chris left Goldman Sachs and New York to work for Chuck Akre 39:50 – Lessons from Chuck 46:35 – Thinking about valuation vs quality of assets and management (and a discussion about Family Dollar vs. Dollar General) 51:20 – When Chris sells 55:55 – Base rates vs. great businesses 1:00:35 – Investing vs. horse racing 1:04:20 – The most important question and finding the essence of the business 1:07:20 – Reading people and how they interact 1:12:20 – Portfolios built for your unique disposition 1:16:30 – What role are shareholders playing in an entity? 1:20:00 – How much does Chris think about macro? 1:22:20 – Why Colfax wasn't Danaher Part 2 1:24:20 – The potential similarities between software and insurance 1:32:35 – Cultivate quality as a way of life 1:36:55 – The hardest thing to judge in investing 1:44:18 – The difference between static and dynamic quality 1:58:00 – What is transcribed in Akre Capital Management's conference room?
Rafa trionfa a Melbourne, con tanti saluti per Djokovic, Federer e per tutti quelli che non avrebbero puntato un solo centesimo su di lui a inizio torneo.
Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape. In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process has evolved over time. There's a lot of company specific discussion here. We hope it is beneficial, educational, and entertaining. Andrew's official bio reads as follows: Andrew Freedman, CFA, is a Managing Director and Communications Sector Head at Hedgeye. In addition, he holds Senior Analyst responsibilities on the Health Care Team where he specializes in Information Technology. Before joining Hedgeye in 2014, Andrew worked for an institutional consulting firm where he was responsible for client asset allocation and investment manager due-diligence. Andrew is a CFA® charterholder and holds a Bachelor of Science degree from Marquette University in Finance and Business Economics. Hedgeye is an independent investment research firm covering 10 fundamental/industry sectors, macro and policy. We provide actionable long/short ideas to institutions (hedge funds, mutual funds, and family offices) and RIAs/Individuals. Institutional research includes access to deep dive fundamental reports (black books) on individual stocks, thematic/industry analysis, proprietary and third party datasets, industry thought leader calls, company models, one-on-one analyst access and more. We do not have a broker dealer and don't do banking. Please contact sales@hedgeye.com if you are interested in learning more about Hedgeye's research offerings. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 5:40 – What Andrew offers at Hedgeye 8:50 – How “scuttlebutt” helps Andrew 9:50 – What are Hedgeye's “Quads” 16:35 – How Andrew thinks about long/short recommendations/allocations 17:50 – What Andre's business looks like (and how Hedgeye is like Formula One) 23:50 – Why Andrew recommended short SNAP long TWTR 35:50 – How Andrew thinks about his business and what his incentives are 41:40 – A discussion on cable 43:25 – Roku discussion with a good valuation component 47:20 – Why cheap gets cheaper when growth is slowing and expensive gets more expensive when growth accelerates 53:50 – Why Andrew called the Altice short correctly 1:02:50 – Roku's international roll out followed by a discussion about their distribution strategy 1:15:20 – What will Comcast do in this changing world? 1:22:50 – Back to Roku 1:33:50 – Closing discussion
Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Before starting Massif Capital, Will worked in the New York office of Chaucer, a Lloyd's of London insurance syndicate, serving as the co-portfolio manager for a $750 million portfolio of credit and political risk insurance policies. He is a Graduate of Trinity College and holds a Masters in Government from Harvard University. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes Will Thomson – 4:05 – Being able to present at Grant's 5:05 – Will's background and his experience watching government intervention change an industry 8:30 – What Massif focuses its time on 10:30 – Everyone is a trader, we just have different time horizons 12:30 – An impactful, but contrarian take, on ESG (with an environmental focus) 18:00 – 80% of our energy comes from hydrocarbons and is likely to stay that way for a while 21:30 – Why the current energy grid is unlikely to change in the short/medium term 25:00 – The environmental tradeoff within the environmental tradeoff 30:29 – The history of energy transitions is driven by technology improvements 32:53 – The ethical and moral challenge of helping developing markets while also pushing an environmental agenda. 37:00 – The BIGGEST potential for carbon reduction and how the old economy may drive innovation 42:25 – The magic behind 30% and 50% 47:12 – Massif's take on cyclicals 53:00 – An interesting curve with asset specific resource investing 52:40 – Talking uranium 56:48 – Getting comfortable with political risk 1:04:00 – The process of selling 1:07:00 – What it's like running Massif Capital 1:13:00 – Why a little notebook is best (hint: it forces you to distill thoughts to their most important essence)
Muji stops by The Business Brew to discuss modern internet infrastructure. Muji has extensive technical knowledge about internet infrastructure, network security, and high growth companies such as Snowflake. He shares his knowledge via a paid newsletter, found at hhhypergrowth.com, which Bill subscribes to and enjoys very much. Our discussion mostly focuses on how information travels over the internet to end up being consumed by everyone. This is a very interesting discussion and we hope you enjoy. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 4:30 – What is an edge network and a CDN 9:45 – How Fastly and Cloudflare attacked Akami 15:40 – Cloud Infrastructure vs. CDNs 18:50 – Fastly strategy 21:30 – The rise of software defined networking 23:15 – Fully programmable app stacks vs. monolithic app stacks 27:50 – Why Muji was hesitant to invest in software and what changed 30:30 – Why some applications are potentially more sticky than they used to be 36:30 – How Muji finds hhhypergrowth companies to invest in 41:00 – When Muji sells 44:50 – Muji's process and what he looks for 50:50 – What is zero trust and why is it important? 57:20 – Back to CDNs and their roles in app reliability and performance 1:02:00 – CDNs are now “mesh” and what that means 1:06:20 - What is the role of centralized data going forward? 1:12:54 – The Internet of Things and how 5G fits in 1:18:00 – How does Muji think about valuation? 1:22:00 – How Muji thinks about company culture and the risks of growth
Denise Shull is Founder and CEO of The ReThink Group (see https://therethinkgroup.net/). She developed the Shull method, which relies on the latest brain research on how humans perceive, judge and decide. Understanding this on a practical level routinely allows The ReThink Group to resolve the mysterious mental challenges of slumps, burnout, motivation and resilience. Denise's distinctive approach produces results that are unmatched in the performance and risk-taking fields. We start off jumping into the conversation. Denise learned from modern psychoanalysts. This conversation begins talking about anger, but it is more about managing emotions. Managing emotions is extremely important in life and investing. Yet, it is underdiscussed on many investment podcasts. Hence this interview. While this a bit different, we think this podcast could meaningfully improve your results if you take it seriously. We hope you enjoy the discussion. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes - The power of anger and why “positivity” can actually be toxic – Why understanding who you are can help get the outcomes you are striving for – Children's tendency to blame themselves in order to protect themselves. This applies because some of us never lose this and the result can be self destructive. – We make decisions based on emotions, not data. But really, it's the emotions about the emotions we think we will feel. – Perception is not always reality and how to deal with that. – How emotions can create alternative realities in your memory – Intuition vs Impulse – The benefits of feeling what is going on within your body and how that can make you money – The skill of emotion differentiation and how it can help you invest – How positivity can be toxic – The superpower of understanding emotions, where they come from, and what they might be doing to your ability to be present today – Denise's background – Conviction is an emotion – What FOMO is actually about. – The market doesn't care about your feelings
In this episode I chat with SPFX & Makeup Artist Tracey Jane (in her first ever podcast appearance!) about edible SPFX and Props, the films she's currently working on THE WITCHES IN THE SANDS, THE HOUSE THAT ZOMBIES BUILT, MOSIAC (2022) and VIDEO SHOP TALES OF TERROR and as well as other topics within the horror genre. Tracey Jane's Youtube Channel: https://www.youtube.com/channel/UCrvZAhavz6FpxdsA6UhxP6g Facebook: https://www.facebook.com/tracey.jane.77 the Rude Horror Podcast is apart of the Prescribed Films Podcast Network #thePFPN Music provided Nitelight: https://nitelight-band.bandcamp.com/ Everything RHP related can be found at www.linktree.com/rudehorrorpodcast --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/rudehorrorpodcast/message Support this podcast: https://anchor.fm/rudehorrorpodcast/support
Kristi Ross stops by The Business Brew to discuss her career, leading companies through M&A, and two notable exits exceeding $1.7Bn (the most recent of which was valued at $1Bn https://www.bizjournals.com/chicago/inno/stories/news/2021/01/21/chicagos-tastytrade-acquired-in-1b-deal.html). Kristi is the co-CEO of tastytrade, which launched in 2011. She also co-founded dough, a visual front-end trading technology platform that launched in 2014 and ultimately merged with and rebranded as tastytrade when the team launched their own online brokerage firm, tastyworks, in 2017. Kristi is an award-winning entrepreneur who believes in empowering the do-it-yourself investor to engage more with their finances. She also uses her time to interview innovative entrepreneurs on her show, Bootstrapping in America. She also walks through the ins and outs of taxes for traders in Kristi's Tax Bursts. Kristi started her career in public accounting, specializing in financial services industry clientele including individual traders, proprietary firms, market makers, and advisory firms. After her run as a public accountant, Kristi acted as CFO of Automated Trading Desk Specialists, a stock specialist on the Chicago Stock Exchange. She then partnered up with Tom Sosnoff to serve as CFO of thinkorswim Group where she led numerous mergers, acquisitions and integration. thinkorswim sold to TD-Ameritrade for $750M in 2009. You can find her information here: LinkedIn, Twitter, and tastytrade. We hope you enjoy the discussion. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 3:30 - Kristi's background 5:05 - How Kristi growing up formed her views on entrepreneurship 7:00 - Applying for a CFO job at 24/25 years old 10:00 - getting into the trading industry 13:00 - A primacy of customer service and education 17:10 - Comp as incentives 24:00 - starting tastytrade 26:00 - trading small and defining risk 29:20 - Selling a business today vs 2009 33:30 - Team building, a “can do” attitude, and the advantages of remaining private 39:30 - Kristi's involvement in 1871, a Chicago based incubator 42:15 - Kristi's show, Bootstrapping in America 43:15 - Why Chicago is the greatest place on Earth 47:30 - Payment for Order Flow 58:20 - Trading vs Investing 58:30 - Kristi's thoughts on passive investments. 1:02:30 - How to instill entrepreneurship in your child according to Kristi
Jillian Jaccard Murrish stops by The Business Brew to discuss co-founding and running Pier Asset Management; an alternative credit firm. Pier delivers fixed income yield by investing in alternative credit, which they define as all nonbank lending. Typical loan sizes in Pier's portfolio are loans less than $250,000. This was a fun conversation and touches on an asset class that hasn't been discussed much on this program. As always, nothing is investment advice and do your own due diligence! Jillian's credentials are as follows: Mrs. Murrish is a co-founder and Chief Executive Officer of Pier Asset Management. Prior to founding Pier, she was Executive Vice President of Capital Markets at Patch of Land where she built one of the first institutional whole loan sale programs in the real estate marketplace lending industry, secured $750M in loan purchase commitments, managed the firm's warehouse funding, and lead equity capitalization efforts. Prior to her time in marketplace lending, Mrs. Murrish worked with technology clients in the Capital Markets group at a leading middle market investment bank, Houlihan Lokey. She has completed the Series 7, Series 63, Series 65, and Series 79 examinations. She is a graduate of the Loyola Marymount University Honors Program and has a B.S. in Accounting and a B.B.A. in Finance. We hope you enjoy the discussion. “The investment strategy discussed in this podcast is only suitable for eligible investors and there is no guarantee that the investment strategy will be successful or meet its goals. Any discussion of targeted returns reflects the intended interest rates paid by borrowers and is not reflective of returns to investors. Also, nothing in this discussion should be regarded as a representation, warranty or prediction that any specific transaction will reflect any particular performance or that it will achieve or is likely to achieve any particular result or that investors will be able to avoid losses, including total loss of their investment. Inherent in any investment is the potential for loss. This podcast discussion is solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.” Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com today for a 14 day trial. Tell them The Business Brew sent you! Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Audio ~8:20 - Why there is a market for nonbank smaller dollar loans ~13:00 - BNPL for dentists and how Alt Lenders work on the backend of the transaction ~16:15 - How Jillian thinks of interest rate risk ~19:00 - Why all lending/BNPL is really specialty finance regardless of what they call themselves ~23:50 - Why seasoning facilities are win/win and how taxes create an opportunity ~25:00 - Winning business by tailoring solutions to customer needs ~29:40 - How Pier thinks about stressing its loan portfolio ~33:50 – What Pier actually does ~39:00 - How Jillian views her duty ~44:00 – Sources of repayment ~44:45 – Starting a firm and picking a work partner ~53:50 - Why risk tolerances should align among partners ~56:05 - Jillian's tension about having a baby and feeling like she needed to generate returns for investors. ~65:30 - What types of LPs make up Pier's LP base
Tren Griffin stops by The Business Brew for a fun conversation about his career, investing, and life. Tren is an author of 7 books, had a front row seat to Bill Gates' career, sold ½ of his business in the .com bubble, deeply studied Charlie Munger, and now works at Microsoft. This conversation spans Tren's career, his advice regarding giving to get, the importance of being brave, and much more. Tren, thank you for joining The Brew. It was a pleasure speaking with you. We hope you enjoy the discussion. You can find Tren on Twitter @trengriffin and read his work at https://25iq.com/ Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process. Stream has developed an extensive library of expert interviews that cover a variety of industries. StreamRG.com features over 300 expert interviews. 70% of Stream's experts are found exclusively on StreamRG.com. Visit StreamRG.com today and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando. Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Audio ~6:20 – Scaling luck ~9:15 – Age creating humility ~11:30 – Coming up with a startup idea when the internet was nascent ~15:21 – Interesting Seattle connections lead to starting a satellite company ~18:00 – Giving to get ~26:00 – Nonlinear outcomes ~28:00 – The uniqueness of “you” ~30:00 – The power of herding and finding the tailwinds in life ~34:00 – Having different mentors for different things in life ~41:00 – The power of stories ~48:00 – The power of getting curious and finding interesting people ~52:00 – Whether Tren has any regrets from his startup ~1:00:00 – Taking care of yourself to avoid breaking. But also, enjoy every sandwich. ~1:02:30 – Feedback and making your community better ~1:06:30 – The importance of bravery ~1:09:00 – Teach your kids to be independent ~1:12:00 – Being brave but humble ~1:17:00 – Owning stocks/businesses that inspire you ~1:20:00 – The difference between people you work with ~1:25:00 - Culture
Sermon from December 5, 2021 | The wonder of the first Advent is that God visited our planet. And so we are grounded in hope; and yet the human experience is still filled with so much waiting, as we long for the Second Advent. For more information about Mosiac, visit our website: www.mosaicknox.org/
Ryan O'Hara sat down with Matthew Roberts (formerly of Chili Piper and now at Mosiac) to talk about battling boredom as a sales rep.
Daniel Bruce Levin walked away from a huge opportunity (to work his way up from pushing a broom to running a billion dollar business), to hitchhike around the world to find happiness and inner peace. His life has been dedicated to finding the peace and contentment that comes from truly knowing yourself. His mission has become holding the space for others to find that peace too. One day away from being ordained a Rabbi in Jerusalem, Israel, Levin left to come back to America. He opened a cafe and bookstore in San Francisco and then went to live for 10 years in a Monastery in the Foothills of the Sierra Nevada Mountains as a Monk . He became the Director of Business Development at Hay House and played a big part in helping it grow from $3,000,000 to $100,000,000 over the next 10 years. Levin is a rare blend of mystic and businessman; he believes it is his ability to see things from different perspectives that draws people and companies to work with him and it is what brings him his greatest joy. He is the author of THE MOSAIC, a beautiful fable that touches the heart and soothes the soul, but to this day, he feels he is not the author. He knows it was the characters of the fable that actually wrote this story. to learn more about me, please go to: https://www.DanielBruceLevin.com https://www.TheMosaicOnline.Com www.TheMosaicPodcast.com https://www.TheMosaicOnline.com/Conversations to get The Mosaic, please go to: https://themosaiconline.com/shop/ or go to amazon: http://a.co/dvgsgG3 to join THE MOSAIC/HIITIDE book club https://hiitide.com/crews/themosaic to subscribe to my YouTube channel, please go here: https://www.youtube.com/channel/UCVQAe3mbYOT0AFY6Zr-xskg?view_as=subscriber
Lynx Web Browser.Mosiac.Netscape.Business Wars Podcast: Browsers Wars Season.Masters Of Scale, Bill Gates Episode.Chrome Updates.
"Mosaic" is a large and trendy church in Los Angeles. Justin Beiber has been seen there. Its pastor, Erwin Mcmanus, has gotten a lot of attention for his hipster streetwear and sneaker game, as well as his ability to attract millennials. Mosaic also claims to be a church that is "welcoming" to queer believers. They say "anyone and everyone is welcoming at Mosiac," and that many people of varied sexual orientation attend. And yet, behind the scenes, this Southern Baptist church is deeply ambiguous, if not hostile, in its LGBTQ policies. Several people have confirmed that while LGBTQ+ people are welcome to "attend," they cannot volunteer or be seen on stage, and are relegated to serving in roles such as "cleaning bathrooms and floors." In 2015, when asked about Mosiac's stance on homosexuality, Pastor Mcmanus replied, “Our position is, you have to be for each other.” This is precisely the kind of ambiguity that Church Clarity, and its co-founder Sarah Ngu are fighting against. Church Clarity is a crowd sourced database with the mission of making churches more transparent as to their policies when it comes to LGBTQ+ affirmation and women in leadership. Ngu believes that deliberate ambiguity causes real harm to people who attend a church, discover the truth about its policies, and end up feeling betrayed and deceived. In today's episode, we talk to Sarah about Church Clarity, how the idea got started, what it's like to operate day to day, and bigger picture questions about evangelical churches and transparency. Thank you Sarah for coming on the podcast! And thank you everyone for listening! Church Clarity: https://www.churchclarity.org/ Music: Peyruis - Grapevine JayJen - Happy Moments PAAC Facebook Group: https://www.facebook.com/groups/progressiveAAchristians Page: https://www.facebook.com/PAACpodcast/ Twitter: @paachristians Email: admin @ paachristians . org Find a church: http://facebook.us14.list-manage1.com/track/click?u=bc0a8e9d2aee28bedcc83bd31&id=0d8addffbf&e=bca77d3fa9 Subscribe to the podcast! iTunes: https://itunes.apple.com/us/podcast/the-paac-podcast/id1243306853 Spotify: https://open.spotify.com/show/28gBg1ifrsxAD8ZM1jrzH2?si=Us_mUbbcQJmiSaWWY0z9zg Stitcher: http://www.stitcher.com/podcast/david-chang/the-paac-podcast Google Play: https://play.google.com/music/listen?u=0#/ps/Iuufwrbkq6dp7eewr3xodbnvfyq "Ambiguity is Harmful, Clarity is Reasonable." - Church Clarity
We all know that we create our own view of the world, so much so that we are all responsible for the division that occurs not only in the US but everywhere. This shows tells us a simple premise of listening to those we do not agree with to find a touch of common ground in which to build on. You can adapt this information to friends, relatives, governments and even religion if we can step out of our like minded groups to listen. We will find that we are more alike than different. You don't have to change your beliefs, you just have to open your ears... for everyone is right in the beliefs they choose. Beliefs are only thoughts that can be adapted to understand the side that you are not on. It's time... can you take the first step towards peace? http://loaradionetwork.com/jewels
In this week's episode of the Geeks OUT Podcast, Kevin (@Gilligan_McJew) and @GrahamNolan, discuss the new FlameCon cosplay policy, confuse Union Jack with a FleshJack in This Week in Queer, and salute our Wonder Woman in Chief as our Strong Female Character of the Week. This Week's Topics Include: BIG OPENING: FlameCon cosplay policy DOWN AND NERDY: KEVIN: Ultimates, Detective Comics, Sam Wilson Captain America GRAHAM: Green Lanterns, Paper Girls, International Iron Man, Orphan Black season 3 THIS WEEK IN QUEER: Union Jack is gay in video game, with Loki? STRONG FEMALE CHARACTER: Lynda Carter has been cast on Supergirl as the POTUS THE BIG CLIP: New trailer released for HBO's Westworld MOVIES Official synopsis and logo for Justice League movie try to make you forget BvS Bryan Cranston is Zordon in Power Rangers Darth Vader will be in Star Wars: Rogue One Trailer for new zombie movie The Girl With All the Gifts Sebastian Stan stands says gay Cap bromance not a reality TV Bryan Fuller implies there will be LGBT characters in the new Star Trek series Gotham continues diverse casting with Jamie Chung as Valerie Vale Artemis is joining Arrow as a familiar character Flash will be doing Flashpoint their way John Stamos and Taylor Lautner joins cast of Scream Queens Archer renewed for 3 more seasons. Sony is working on new Ghostbusters: Ecto Force animated series set in 2050 Gillian Anderson throws shade about more X-Files episodes COMICS: New transgender character in Alters Spider-Man Dead No More is all about the Clones We learned who Mosiac is in Marvel Comics New Marvel NOW teasers: Carol and Slapstick, Cap and Mosaic, Ms M and RiRi, Panther and Prowler New black female Kick-Ass SHILF: Kevin: Union Jack Graham: Paul on Orphan Black