Podcasts about otavio

Cʹétait mieux avant ? Pour cette nouvelle sélection Otavio met de côté les tendances 2025 pour un mix de classic UK garage, une élections uniquement à partir de tracks sortie entre fin 1990 et début 2000.

Otavio Miranda participou da criação da Gabriel, uma inovadora empresa de segurança pública baseada no monitoramento por câmeras.Nesta entrevista ao Podcast oa!, ele fala dessa experiência e dos cinco anos que passou na China, onde se formou e trabalhou em empresas de tecnologia como Kwai e Mobike, durante o 'boom' tecnológico chinês.Assista a entrevista completa no Youtube: https://youtu.be/OLCsImB31OYO Podcast OA! é um programa de entrevistas com convidados de diversos setores da sociedade.       Podcast OA! histórias boas para ver e ouvir.      Chegou o plano para quem é Antagonista de carteirinha.      2 anos de assinatura do combo O Antagonista e Crusoé com um super desconto de 30% adicional* utilizando o voucher 10A-PROMO30.      Use o cupom 10A-PROMO30 e assine agora:     podcast-oa! (https://bit.ly/promo2anos-pod-oa)    (*) desconto de 30% aplicado sobre os valores promocionais vigentes do Combo anual.      Promoções não cumulativas com outras campanhas vigentes. Promoção limitada às primeiras 500 assinaturas. 

Assista ao episódio do Podcast OA! com Otávio Miranda, cofundador da Gabriel, a empresa que modernizou a segurança pública e privada com novos modelos de câmeras e interfaces.Ele fala com Felipe Moura Brasil sobre combate à criminalidade, tecnologia, empreendedorismo e sua experiência acadêmica e profissional no Brasil e na China.O Podcast OA! é um programa de entrevistas com convidados de diversos setores da sociedade.     Podcast OA! histórias boas para ver e ouvir.    Chegou o plano para quem é Antagonista de carteirinha.    2 anos de assinatura do combo O Antagonista e Crusoé com um super desconto de 30% adicional* utilizando o voucher 10A-PROMO30.    Use o cupom 10A-PROMO30 e assine agora:    podcast-oa! (https://bit.ly/promo2anos-pod-oa)  (*) desconto de 30% aplicado sobre os valores promocionais vigentes do Combo anual.    Promoções não cumulativas com outras campanhas vigentes. Promoção limitada às primeiras 500 assinaturas. 

Avec cette nouvelle sélection on ne perd pas une miette de lʹactu de … 2013 ! Notre résident est en mode rewind !

Anunciamos os nossos convidados do Episódio 04 da Temporada 06 do Papo Condominial Cast SP: o Otavio Lourenço @otalou que é síndico profissional e o Paulo Pinheiro @proacondominial que é síndico profissional, com o tema: histórias compartilhadas na sindicatura profissional._Como Host teremos o nosso Diretor Executivo Daniel Lima @danielrslima e como Co-Host a Sindica Profissional e Advogada Vera Rogato @asindica.verarogato._Um projeto gigante como este só é possível graças ao oferecimento da Superlógica (@superlogicatec) e aos nossos patrocinadores PPA @ppa_brasil, Minha Portaria @mp.portariaremota, Eletromidia no Seu Predio @eletromidia.noseupredio, É Seguro @esegurocorretora.oficial, É Creed @ecreed.oficial, Arsenal Consultoria em Elevadores @arsenalelevadores, Sell Administradora @selladministradora, VR Bebeficios @issoevr, Teg Monitor @tegmonitor, Housi @housioficial, Condomob @condomob, Carboroil @carboroil, Yellow Imoveis @yellowimoveis.oficial, Modulocker @modulocker, Impersolid Engenharia @Impersolid, Condofaz e Gekali Cobranças._Data: 24/02/25._Início: 17:00hs._Vocês não podem perder!#papocondominial #podcast #síndico #Sindica #sindicatura #sindicoprofissional #podcastsindico #superlogica #ppa #ppabrasil #minhaportaria #eletromidia #eletromidianoseupredio #eseguro #ecreed #grupoeseguro #selladministradora #vrbeneficios #tegmonitor #arsenalelevadores #yellowimoveis #arsenalelevadores #modulocker #gekalicobrancas #condofaz #carboroil #otaviolourenco #advancedsindicos #paulopinheiro #proacondominial

Musique inspirante avec un mix palpitant saturé de house dʹhier et dʹaujourdʹhui. Place à une nouvelle sélection qui va phosphorer dans la nuit. Cʹest le mix dʹOtavio jusquʹà minuit

Cʹest retour vers le futur avec notre résident Otavio qui pour présenter ses meilleurs vœux 2025 a choisi de célébrer… 2015 avec une sélection du meilleur dʹil y a 10 ans exactement. Ils sont bizarres ces DJs !

O paulistano Otávio já mexia no computador desde muito cedo e, conforme o tempo foi passando, foi entendendo sobre seu funcionamento e sobre linguagens de programação. Sua carreira se iniciou com passagens por startups e por empresas de variados portes, até que, alguns anos depois de uma rápida passagem pelos EUA e por conta da pandemia, ele passou a trabalhar como consultor de desenvolvimento de software para o exterior. Com uma empresa aberta na Estônia e o LinkedIn configurado para a Espanha, Otavio acabou sendo aprovado para trabalhar em um emprego na Hungria, onde ele está até hoje. Neste episódio, ele compartilha conosco suas impressões sobre a vida, situação econômica e perspectivas de se morar na Hungria, além do dia a dia e da vida noturna da terra do Szimpla Kert. Fabrício Carraro, o seu viajante poliglota Otávio Ehrenberger, Desenvolvedor em Budapeste, Hungria Links: LingoDeer MeetUp Timeleft Conheça a Formação Python para Data Science da Alura e aprenda sobre uma das áreas com mais demanda de profissionais nos últimos anos. TechGuide.sh, um mapeamento das principais tecnologias demandadas pelo mercado para diferentes carreiras, com nossas sugestões e opiniões. #7DaysOfCode: Coloque em prática os seus conhecimentos de programação em desafios diários e gratuitos. Acesse https://7daysofcode.io/ Ouvintes do podcast Dev Sem Fronteiras têm 10% de desconto em todos os planos da Alura Língua. Basta ir a https://www.aluralingua.com.br/promocao/devsemfronteiras/e começar a aprender inglês e espanhol hoje mesmo!  Produção e conteúdo: Alura Língua Cursos online de Idiomas – https://www.aluralingua.com.br/ Alura Cursos online de Tecnologia – https://www.alura.com.br/ Edição e sonorização: Rede Gigahertz de Podcasts

Pour cette dernière collection automne 2024, Otavio, résident depuis les débuts plonge dans sa malle aux trésors pleine de drumʹnʹnass, jungle et techo et donne TOUT.

Radiojornal da editoria Cultura, transmitido ao vivo no dia 28 de novembro de 2024, para a disciplina Laboratório de Jornalismo em Áudio.

A Cris conheceu o Cláudio e não queria nada sério, mas eles acabaram ficando e se apaixonando. Um ano depois, ele fez uma declaração: “Você quer ser mãe dos meus filhos?". Após 8 anos de casados, eles decidiram ter esse bebê, só que Cris foi diagnosticada com endometriose, mas o Cláudio a apoiou e eles buscaram um tratamento. Foram muitos obstáculos financeiros, vários exames e diagnósticos, até que no meio do processo, ela ficou grávida do João Otavio. Hoje a Cris cultiva esse amor pela família e compartilha o seu milagre com o Cláudio.

Radiojornal da editoria Internacional, transmitido ao vivo no dia 21 de novembro de 2024, para a disciplina Laboratório de Jornalismo em Áudio.

No Conversa com Zé Márcio", Luis Otavio Leal, economista-chefe e sócio da G5 Partners, discute questões fiscais e econômicas do Brasil. Ele analisa as pressões sobre o governo Lula para implementar ajustes fiscais, destacando a urgência de reformas estruturais e os desafios políticos enfrentados. Além disso, aborda o cenário internacional, discutindo o impacto da eleição de Donald Trump nos EUA e suas possíveis consequências para o Brasil.

Radiojornal da editoria Nacional, transmitido ao vivo no dia 14 de novembro de 2024, para a disciplina Laboratório de Jornalismo em Áudio.

Tom welcomes back Tavi Costa, Portfolio Manager at Crescat Capital, for an enlightening conversation about the gold industry and commodity space. Costa expresses his views on the current market landscape, suggesting that the Federal Reserve's rate cuts could signal a structural bear market for the US dollar, with significant consequences for inflation, gold, and emerging market stocks. He also explores the potential labor market weakness and its possible link to an impending recession, emphasizing the significance of investing in industries with compelling growth prospects. Costa delves into the subject of gold and silver markets, debating the importance of focusing on percentage gains versus supply and demand factors. He points out the long-term underperformance of the mining industry relative to gold due to a dearth of new discoveries, delayed capital flows from larger miners to smaller ones, and the general reluctance to invest in this sector. Despite these hurdles, Tavi remains hopeful about the future of the mining industry, viewing it as a promising venture rather than a mere gamble. He stress the value of acquiring expertise, focusing on scalability, and keeping abreast of market developments. When it comes to assessing miners, explorers, and developers, Tavi advocates for zeroing in on successful ventures and overlooked assets for potential value creation. Costa voices his concerns about analysts' inconsistent forecasts, particularly with respect to gold prices and future earnings, regarding this disparity as a lucrative opportunity for savvy investors. He also delves into the role of royalty companies in the mining industry and their influence on various sectors. Tavi stress the significance of recognizing incentives and their impact on industry dynamics. Lastly, they explores the substantial decline in mining investment and the repercussions of government funding and Chinese competition in securing mining assets. Tavi expresses enthusiasm for the prospective rewards in the mining sector. Time Stamp References:0:00 - Introductions0:55 - Market Turning Point4:23 - Weak Dollar Outlook11:04 - Labor & Job Numbers15:34 - Inflation & Commodities22:00 - 2024 P.M. Performance29:33 - Gold Vs. Miners35:03 - Investment or Speculation39:33 - Analyzing Mine Sector48:36 - Royalty Plays?51:53 - Shift to Resources59:06 - Strategic Metals1:07:28 - Capital Necessities1:10:16 - Chinese Investment1:12:36 - Vision & Success1:14:12 - Wrap Up Guest Links:X: https://x.com/tavicostaX: https://x.com/crescat_capitalWebsite: https://crescat.net Talking Points From This Episode Tavi Costa predicts a US dollar bear market due to Fed rate cuts, impacting gold, inflation, and emerging markets. Tavi emphasizes expertise, scalability, and market knowledge for success in mining industry. Tavi Costa sees potential in overlooked mining assets, despite challenges like analyst uncertainty and declining capital investment. Otavio ("Tavi") Costa is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors. His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

Bate papo com Julia Sette e Luis Otavio. Neste episódio, conversamos com o casal runnistico Julia e Luis sobre produção de conteúdo e como eles lidam com o trabalho e treinos. Insta da Julia: https://www.instagram.com/sette_julia Insta do Luis: https://www.instagram.com/luisotaviolima Youtube:  @JuliaSette  Onde comprar os produtos da Dobro: https://tenis.cc/dobro (cupom: TENISCERTO) Contato comercial: contato@teniscerto.com ▬ INFORMAÇÕES IMPORTANTES ▬ O Tênis Certo é um canal de informações que divulga lançamentos e promoções de tênis. Não vendemos nenhum tipo de produto ou serviço. Se você comprar através dos nossos links, recebemos uma pequena comissão que nos ajuda a manter a produção do conteúdo. Isso não mudará o valor final da sua compra. Agradeço muito o seu apoio. TAGS: julia sette, maratona do rio, rio de janeiro, influenciadora corrida, corredora, corrida de rua, maratona, podcast do tênis certo, podcast, valery mello, eduardo suzuki, tênis certo

Otavio Sousa  Full Name: Otávio Ferreira de Sousa Nickname: Although seldom used, ‘The Steamroller' has been mentioned as a nickname by some of the media, this would be due to his strength and the fast pace he usually imposes in his fights. Lineage:  Carlos Gracie > Helio Gracie > Carlos Gracie Junior > Otavio Sousa Main Achievements: IBJJF World Champion (2016/2013/2012) IBJJF Pan American Champion (2020/2017/2010/2009) IBJJF Pan American No-Gi Champion (2015) CBJJ Brazilan Nationals Champion (2019) IBJJF New York Open Champion (2012) IBJJF Las Vegas Open Champion (2011) IBJJF World Championship Runner-up (2014) IBJJF World No-Gi Championship Runner-up (2009) IBJJF Pan American Championship Runner-up (2019/2009*/2008) CBJJ Brazilian National Championship Runner-up (2017) IBJJF World Championship 3rd Place (2017/2009/2008) IBJJF World No-Gi Championship 3rd Place (2015/2011) IBJJF Pan American Championship 3rd Place (2016/2011) Main Achievements (Colored Belts): IBJJF World Champion (2007* brown) IBJJF World Championship Runner-up (2007 brown) IBJJF Pan American Championship Runner-up (2007 brown) CBJJ Brazilian National Championship Runner-up (2004 purple) IBJJF European Open Championship Runner-up (2008/2007 brown) * Absolute ** Weight and absolute Favorite Position/Technique: Omoplata Weight Division: Peso Médio (82kg/181lbs) Team/Association: Gracie Barra Otavio Sousa Biography Otavio Sousa was born in July 1986 in Recife, State of Pernambuco – Brazil. He started training jiu-jitsu when he was 13 years old, after an invitation from a friend who already trained at Recife's Gracie Barra headquarters. The Gracie Barra – Recife was an academy led by José Olímpio (also known as “Zé Radiola”), a charismatic instructor who developed several high-level athletes, including Braulio Estima, Victor Estima, Bruno Alves to mention a few. At the Gracie Barra academy, Otavio Sousa became one of the main names in the lower ranks of BJJ earning himself several titles, including a world championship in 2007 as a brown belt. After his win at the Mundial de Jiu-Jitsu, Otavio Sousa earned his black belt from the hands of Carlos Gracie Junior, the head of the Gracie Barra franchise. E.N.: Though Otavio Sousa was mainly coached by José Olímpio, it was common practice within Gracie Barra to have the founder of the academy hand the black belts. After receiving his black belt, Otavio Sousa was invited to lead the Gracie Barra Academy in Irvine, California which was owned by Chris Pizzo. Sousa worked there a few years, but that relationship ended unexpectedly in unfortunate circumstances. According to the many internet forums who debated the issue at the time, Otavio was fired by E-mail while on vacation, by the gym's owner. The reason for the dismissal (according to Pizzo) was that Otavio ​​spent too much time competing and touring for seminars, while not dedicating enough effort to the gym. This went against many of Sousa's student's beliefs who left the academy in a show of support for their instructor. Among the people who followed Otavio out were A-listers such as ‘Budo' Jake, sports commentator, and CEO of the company BudoVideos.

Otavio Lessa is an Entrepreneur, Advisor, and Educator with +25 years of experience in Entertainment Content, Operations, Communications, and Business. Worked with brands and franchises like Warcraft, Call of Duty, Diablo, Gundam, Digimon, Godzilla, Magic The Gathering, Twitch.tv, and Amazon Prime. Currently, he is the President and Co-founder of Mind's Vision, a professor of entertainment business at Full Sail University, and a marketing consultant for video games and entertainment startups. Otavio is a fellow #RPGLATAM member, and Mind's Vision is a publisher which has been focusing on bringing some of the best TTRPGs from Brazil to the international market. They begin with Legacy of Cthulhu, but many more followed. Currently, Mind's Vision is crowdfunding Infaernum, a brutal role-playing game that approaches a theme that might be sensitive to some people. In this fictional world, one or more players roleplay characters who experience the last days of all things as doomsday comes near. We talk about Infaernum and many other amazing Brazilian games in this episode, as well as about his work on the many cool fields he had experience with, the extensive collection of weird horror movies from all over the world and a lot more! It was a very insightful episode! I hoper you enjoy it. So listen up, and get weird with us! Check out Otavio's links! www.minds-vision.comhttps://gamefound.com/en/projects/minds-vision/infaernum ˆBACK IT NOW! Thank you for listening to Weird Games & Weirder People! Please subscribe to the show to keep up with new episodes! If you would like to support the show, leave a review and/or head to our ko-fi page and pay us a coffee! It will help keep the podcast going! It will really help us!  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ko-fi.com/wgnwp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ You can also support me buy buying one of my games! Kosmosaurs just got released in print, and it is my new RPG inspired by Saturday morning cartoons about Space Dinosaur Rangers defending the galaxy from evildoers!   Get your copy right here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠bit.ly/kosmosaurs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Get other games of mine on Exalted Funeral: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.exaltedfuneral.com/search?q=Diogo+nogueira⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Or buy anything at DriveThruRPG using this link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drivethrurpg.com/?affiliate_id=338514⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SUBSCRIBE TO OUR NEWSLETTER! This is super new and I am trying a new thing! I share offers, news, behind the scenes, articles, curiosities, and rants about being me! Fun, right? RIGHT!? Check out our latest post: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.substack.com/pub/diogonogueira/p/ive-been-dreaming-of-ttrpgs-fire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our Discord Server: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/Hvc2ng3u⁠ (this link is only valid for 7 days from the day the episode is released - always look for a new link in the newest episode). Stuff mentioned in the Episode: Legacy of Cthulhu: https://www.minds-vision.com/products/the-legacy-of-cthulhu-collectors-edition Vampire - Alone in the Darkness: https://www.minds-vision.com/collections/frontpage/products/the-vampire-alone-in-the-darkness-pdf Fire in the Sky: https://www.imdb.com/title/tt0106912/ Without Warning: https://www.imdb.com/title/tt0081764/ Communion: https://www.imdb.com/title/tt0097100/

OTAVIO UGÁ é ator, roteirista, diretor e YouTuber. Ele já foi integrante do Parafernalha e hoje tem seu próprio canal, o Super Oito, que fala sobre cinema, filmes e séries. O Vilela se apaixonou por cinema quando viu a estreia de Charlie Chaplin. Linha de óculos do Vilela: https://www.dutyotica.com.br/duty-by-vilela.html

#002 Papo De Operador - Vitor Amadio & Wesley Craco Ft. Luiz Otavio Bem-vindo ao Papo de Operador, o podcast que mergulha fundo no mundo das máquinas, trazendo para você as histórias, desafios, e triunfos vividos por aqueles que mantêm nosso mundo em movimento. No episódio de hoje, Temos o convidado Luiz Otavio e ele falou sobre sua historia e os desafios diários de trabalhar com asfalto no EUA e ser operadores de máquinas pesadas e claro muito mais. Apresentadores: Vitor Amadio: @amadio_logger Wesley Craco; @wesleycraco Convidado Especial: Luiz Otavio: @asfalto_nos_eua -------------------------------------------------------------------------------------- REDES DO PAPO DE OPERADOR - PODCAST Instagram:   / papodeoperadorpodcast   Twitter:   / papodeoperador   Facebook: https://www.facebook.com/profile.php?... TikTok: https://www.tiktok.com/@papodeoperado... -------------------------------------------------------------------------------------- Inscreva-se no nosso canal, dê um like no vídeo e compartilhe com todos que se interessam pelo fascinante universo das máquinas. Queremos saber sua opinião! Deixe seu comentário abaixo com histórias, sugestões ou temas que você gostaria de ver abordados nos próximos episódios. Contato: Para dúvidas, sugestões ou colaborações, envie um e-mail para: papodeoperadorpodcast@gmail.com Até o próximo episódio, e continue sintonizado no Papo de Operador para mais conversas sobre o incrível mundo das máquinas e de quem as opera -------------------------------------------------------------------------------------- EDIÇÃO E THUMBNAILS: The Eagles Marketing Instagram:   / theeaglesmarketing  

Tom Bodrovics welcomes back Tavi Costa of Crescat Capital to discuss the potential for a bull market in precious metals, particularly gold and silver. They believe that the current undervaluation of the metals and mining industry, coupled with various macroeconomic trends, presents an attractive investment opportunity. Tavi highlights the potential for increased M&A activity in the gold mining sector and the importance of finding major discoveries in the juniors. They also discuss the potential impact of ESG policies and green agendas on gold production. Tavi Costa suggests that silver is worth paying attention to, citing factors such as increased imports from India and declining production from Peru and Mexico. He sees silver as a monetary and inflationary hedge. They discuss the macroeconomic indicators pointing towards a potential recession, as well as potential opportunities in the commodity space. Tavi Costa offers insights into the Argentine and Brazilian economies and suggests potential solutions to currency and investment issues in Brazil. Time Stamp References:0:00 - Introductions0:33 - Bullish Technicals2:45 - Confirmation Levels6:00 - Majors & Mine Reserves9:23 - Miners Diversifying?11:32 - Mining Seasonality13:26 - Capital Rotation16:24 - Setup For Silver Miners18:00 - India Silver Imports19:38 - Fundamentals Vs. Technicals23:00 - Commodities to Equity Ratio28:23 - Commodities & Inflation33:20 - U.S. Bond Issuances38:10 - Inverted Yield Curve41:30 - Recession & Soft Landings43:45 - Politics in Argentina49:08 - Inflationary Eras51:38 - Wrap Up Talking Points From This Episode Tavi discusses the opportunity for investors in the metals and mining industry. Macroeconomic developments and market changes indicate a potential recession in the near future, and further inflation appears to remain an issue. The cost of capital will be an important question if inflation remains high, and that in five to ten years, the changes in the market will be more obvious. ► Twitter: https://twitter.com/TaviCosta► Twitter: https://twitter.com/Crescat_Capital► Website https://crescat.net► Instagram: https://www.instagram.com/tavicostamacro/ Otavio ("Tavi") Costa is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors. His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

On episode 513, Dan and Zach Lowy from Breaking the Lines discuss the upcoming Champions League match-up between Barcelona and Porto! They talk about Porto's important players, the many faces in the attack, their struggles replacing Otavio, and much more! Running Order: How will Porto line up against Barça? Who does Barcelona need to worry about against Porto? Will Nico Gonzalez feature? Will Ferran Torres or Lamine Yamal start? Join the new Discord server! Check out our merch store: https://the-barcelona-podcast.creator-spring.com/ Listen on Apple Podcasts iOS App, Spotify and, if you want to support the show, head over to Patreon for more content! Become a Patreon to support the show and check out our Quick Take Match Reviews – Thank you! Access our exclusive, listeners-only Facebook Group here. Follow us on Instagram! Follow us on TikTok! Find us and watch exclusive content on YouTube! Click here to subscribe via Apple Podcasts Click here to subscribe via Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tom welcomes back Tavi Costa of Crescat Capital to the show. Tavi discusses how debt is squeezing the margins of companies and earnings are becoming increasingly problematic. Many believe the issues have been resolved, but mis-marking of balance sheets is affecting numerous sectors, such as banking, commercial real estate, and junk bonds. Yields are rising due to excessive debt issuance over recent years and the most aggressive fiscal policy relative to unemployment. With conflicting policies, it's hard to see gold not doing well in this environment. Oil markets and energy remain tight due to a dearth of capital spending and the use of strategic reserves by governments. Everyone is now worrying about liquidity, and it appears likely the Fed will have to intervene at some point. Commodity businesses related to precious metals, particularly exploration and development, are trading at historically undervalued levels. This is setting up what might well be one of the best times to invest in the gold space, as the market is yet to understand the resource sector. Numerous companies with major discoveries are still trading at suppressed levels, offering a great opportunity. Time Stamp References:0:00 - Introduction0:45 - Rates, Debt & Consequences6:50 - Factors to Consider14:30 - Central Bank Reserves18:30 - Bond Performance26:00 - Energy & Investment Themes33:00 - Explorers & Producers40:00 - Capital Positioning45:30 - Other Metals52:00 - Wrap Up Guest Links:► Twitter: https://twitter.com/TaviCosta► Twitter: https://twitter.com/Crescat_Capital► Website https://crescat.net► Instagram: https://www.instagram.com/tavicostamacro/ Talking Points From This Episode:► Outlook for the economy in an ever increasing debt system.► Lack of capital expenditures in resources will exacerbate problems in energy and metals.► Resource companies with solid fundamentals continue to trade at historic undervaluations. Otavio ("Tavi") Costa is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors. His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

SHOW NOTESIn today's episode of the Talk Heathen, Katy Montgomerie and Student Doctor Ben amaze you with their switching of accents, knowledge of innate beliefs, genomes, what makes a person trans, the blind intelligent designer, and general purpose of the show. Vaclav from CZ describes a study claiming children have an innate belief in a prime mover that is one god. How do you get a control group for this with the children never having been taught anything prior? It is interesting that many societies have come up with some kind of god but there are huge differences between these gods. Many cultures also got to a flat earth model. If god were real, why would some cultures be given wrong information? Billy in TX presents the following syllogism: The genome contains algorithms and these algorithms require intelligence so therefore the genome requires intelligence. Where in this process do we obtain the code and how is this code processed? What is the difference between the most basic chemical reaction and DNA? Chemical reactions and almost everything could be described as algorithms. What forces are in play that cause DNA to follow a pattern? Calling the genome a code is an oversimplification. Otavio from France would like to know what makes people trans. If we do obtain this knowledge, where do we go from there? This can end up gatekeeping people, because if someone does not meet the criteria for trans, we may end up not giving them the support needed. There could be horrific results of obtaining this knowledge because there are a lot of people with power that are invested in creating a world without trans people. The important thing to remember is even if being LGBTQ were a free choice, it is still morally neutral. Tibor in NY wants to know what the purpose of the show is. We are not just debating the people who call in; there is a whole side show. Doctor Ben shares that he deconverted as a result of these shows. Working with all these topics can help give the audience develop critical thinking. We are also showing other atheists that we are here taking on callers head on. We provide a community to people who don't know any other atheists. There are people out there that support you. TYmm in WA calls to say that it seems like the intelligent designer is blind. If you are an all powerful being with infinite powers, why would you put together something as sloppy as a human? Adam and Eve could have been millipedes. Maybe there is a team of engineers designing humans with a committee that can't agree on anything. Thank you for tuning in this week and please remember our essential workers. For the question of the week, fill in the blank: I made a deal with the Devil, and all I got was______.