Podcasts about Pe

In this inspiring interview, Jonathan explains how he reinvented his career after the Army. Get real advice on networking, job searching, mindset, and using modern resources to accelerate your career.

From jumping straight to deal structure to building repeatable acquisition programs that scale, Corey Kupfer shares the exact whiteboarding process he uses with clients to create successful deal programs across M&A, joint ventures, licensing, and any deal-driven growth strategy. In this solocast episode of the DealQuest Podcast, host Corey Kupfer walks through the five critical steps that must come before deal structure when building a repeatable deal program. Drawing on 35+ years of deal-making experience and countless whiteboarding sessions that have helped create platforms completing dozens of transactions, Corey reveals why most attorneys start in the wrong place and how proper planning separates successful programs from expensive mistakes. WHAT YOU'LL LEARN: In this episode, you'll discover why deal structure should be the sixth step in your process, not the first, and how to identify your personal and business motivations before pursuing any deal program. Corey shares the five whys technique from Honda's former CEO to uncover your real drivers, how to define your ideal target or partner profile to avoid wasting time on opportunities that don't fit your strategic criteria, and why your value proposition must differentiate you from competitors who may have more capital. You'll learn how to assemble the right deal team with both internal and external expertise, why building a repeatable model before doing individual deals prevents cap table nightmares and integration problems, and the power of having template documents ready to demonstrate you're a serious player. The framework applies whether you're pursuing acquisitions, joint ventures, licensing deals, franchising, or any other deal-driven growth approach. THE WHITEBOARDING PROCESS: Most clients come to Corey asking about deal structure. What should the terms be? Should they pay cash or offer equity? What about earnouts? These are important questions, but they're not where you should start. After doing whiteboarding sessions with countless clients over 35 years, Corey can say with complete confidence that every single one has gotten significant value from the process. The firms that skip these steps end up with inconsistent deal structures, cap table problems, and integration nightmares. The companies that do this right create efficient, repeatable processes that let them scale their deal programs. THE INTERNAL JOURNEY: Corey often talks about things other lawyers don't discuss. He focuses on the internal journey, making sure business leaders and executives move forward on deals from the right place. When you get to wherever you think you want to go, you should actually be happy and satisfied, and it should help you achieve your objectives and goals. Too many entrepreneurs pursue growth strategies based on external pressures or assumptions about what they think they should be doing, based on entrepreneurial wisdom out there. They grow and do things in ways that don't actually end up making them happy and satisfied and aren't necessarily best for their business. STEP ONE: START WITH YOUR WHY: The first question in every whiteboarding session is why. Not just the corporate why, although that matters. Corey wants to know your personal why as the founder or executive driving this strategy. If your why is geographic expansion because your clients need services in other markets, that's legitimate. If your why is adding capabilities that will create a better integrated client experience, that works too. If your why is increasing enterprise value before an exit in five or ten years, there's no judgment about that. You just need to be clear on what drives you, because that clarity will shape every subsequent decision. Corey uses the five whys technique, which comes from the former CEO or chairman of Honda. You ask why five times, going deeper with each question. Why do you want to grow? To get bigger. Why do you want to get bigger? To serve clients better. Why will that serve clients better? Because they have needs we currently send elsewhere, and integration would improve their experience. Why does that matter to you? Because I genuinely care about my clients and believe this will make them happier while helping our company grow. That depth of understanding separates deal programs that succeed from those that become expensive distractions. STEP TWO: DEFINE YOUR TARGET PROFILE: Once you know your why, you can determine who you should be targeting. This is where many firms waste tremendous time and energy. Doing deals is a distraction from running your business, especially if you don't have a dedicated corporate development team with finance people, legal resources, and integration specialists. You need to be surgical about who you pursue. Think about the wealth management space, which Corey works in extensively. There are huge numbers of buyers right now. The market is incredibly competitive. If you're trying to compete with private equity backed aggregators on their terms, you'll lose every time. They can pay top dollar, close fast, and offer the second bite of the apple through rollover equity and multiple arbitrage. If you don't have PE backing, you need a completely different value proposition. Maybe it's culture. Maybe it's the opportunity for advisors to expand their service offerings. Maybe it's taking administrative burden off retiring founders so they can focus on what they love. Your value proposition should be authentic to who you are and what you can actually deliver. STEP THREE: ASSEMBLE YOUR DEAL TEAM: Before you start actively pursuing deals, you need to know who will be on your deal team, both internally and externally. This includes whoever sources deals for you, whether that's an internal corporate development person, an investment banker, a recruiter, or a consultant. You need financial expertise, and it better be someone with deal experience. Accountants, CFOs, and controllers who have never worked on transactions are very different from those who have. The same goes for legal. Your general corporate lawyer is not the person to build your deal program. Then you have all the integration functions. Technology integration. HR and culture integration. Client communication and retention strategies. You might not have every person in place on day one, but you need to know what roles are required and have a plan for filling them before you close your first deal. STEP FOUR: BUILD YOUR MODEL: This is where most companies make a critical mistake. They do deals opportunistically without creating a consistent model first. Someone approaches them, they negotiate terms, they close. Then another opportunity comes along, they do it differently. After three or four deals, they have completely different structures with different equity classes, different earnout provisions, different everything. This creates massive problems. If you have different classes of equity, your cap table becomes a mess. If sellers talk to each other and realize they got very different deals, you have credibility issues and potential legal exposure. Integration becomes nearly impossible because you don't have standardized processes. The best acquirers find their model and make it repeatable. They have template legal documents. They have standardized financial analysis and underwriting processes. They have systems for due diligence and integration. Every deal follows the same fundamental structure with minor variations based on specific circumstances. When you build your model, you're deciding the big conceptual components. Are you doing all cash deals or creating an equity class for rollover? How much will you pay upfront versus over time? Will you have retention requirements tied to revenue or client retention? What about earnouts for partners who stay involved in growth? In service businesses where client relationships matter, you almost always want some backend money contingent on retention. If you're buying a manufacturing business with hard assets, the calculus is different. STEP FIVE: DRILL DOWN TO DEAL STRUCTURE: Once you have your model, you can determine the actual deal structure for individual transactions. What specific equity class will you offer? If you're an S corp, you can only have one class of equity. Will you restructure as a C corp or an LLC to offer different equity terms? What exact percentage will you pay upfront versus backend? Over how many years? If you know you're targeting retiring business owners who want to cash out, they probably want more money upfront and less backend risk. If you're targeting younger partners who want to stay and grow, they might prefer less upfront and more backend upside. All of these specific terms fit within your broader model. You're not reinventing the structure for each deal. You're applying your established approach with minor customizations based on the specific situation. THE POWER OF TEMPLATE DOCUMENTS: The ideal scenario is completing your whiteboarding session, building your model, and creating template legal documents before you start seriously pursuing targets. When someone expresses interest, you can immediately send a letter of intent. You can start due diligence with established processes. You can deliver definitive legal documents quickly. This makes you look professional and serious. It shows potential partners that you know what you are doing and have your act together. Speed matters in competitive markets. Corey understands the practical reality. Template documents cost legal fees before you have a deal in place. Some clients aren't willing to make that investment without more certainty. Others have already started conversations with potential partners before they come in for the whiteboarding session. Recently, a client did the whiteboarding session in the morning, then met with a potential seller that same afternoon. The seller was ready to move faster than expected. The documents got built for that specific deal, which also became the templates for future transactions. REAL-WORLD APPLICATIONS: The framework works across any deal type. While Corey uses M&A as the primary example because that's what most clients ask about, the principles apply to licensing strategies, joint venture partnerships, franchising programs, or any other deal-driven growth approach. The key is understanding what the ideal process looks like and getting as close to it as circumstances allow. A lot of these factors depend on your industry and the types of relationships with clients and customers. The contractual length and other factors with those customers and clients help dictate what the model will be around things like retention requirements. If you're bringing in retired folks who are looking to get out of the business and will be gone after a consulting arrangement, that will dictate a different part of the model than somebody who is younger, coming in, going to stay with the company, and wants to continue to grow. THE PERSONAL WHY MATTERS MOST: Company objectives matter. Strategic rationale matters. Financial considerations matter. But your personal why as the founder or executive is equally important. Why are we entrepreneurs if we're not creating companies that let us build the lives we want? Too many business leaders grow based on external pressure or assumptions about what they should be doing. They read about how some company scaled through acquisition, so they think they need to do the same thing. They hear about the multiples PE backed platforms are achieving, so they assume that's the only path. Then they build companies they don't actually want to run. They create obligations and structures that make them miserable. They achieve financial success but personal dissatisfaction. Your personal motivations are relevant and legitimate. If you want to build a legacy company, own that. If you want to create enterprise value for an exit, be honest about it. If you genuinely care about providing better client experiences, let that drive your decisions. When your personal why aligns with your company strategy, you create something sustainable. PROVEN RESULTS: These whiteboarding sessions have helped build platforms that have completed dozens of acquisitions. The firms that invest in proper planning make deal-driven growth look easy because they've built proper foundations. The firms that skip these steps end up scrambling, making mistakes, and wondering why their deal program isn't delivering expected results. The process creates tremendous value for every client who goes through it, helping founders create businesses they actually want to run while achieving their financial objectives. Perfect for business leaders considering deal-driven growth, entrepreneurs building acquisition programs, executives exploring joint ventures or strategic alliances, and anyone who wants to pursue deals without wasting time and resources on opportunities that don't align with strategic objectives. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/dealprogram• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction to the whiteboarding process for building deal programs [01:01] - Why this process applies to all deal types, not just M&A [01:53] - Five steps that must come before deal structure [02:43] - The passion for visioning, planning, and strategy sessions [03:24] - Why starting with deal structure is the wrong approach [04:18] - The internal journey and making sure deals align with happiness [05:24] - Step One - Starting with your why and getting clear on motivations [06:26] - Using the five whys technique to go deeper on your drivers [06:49] - Example of the five whys in action with client scenarios [08:02] - Step Two - Defining who you're targeting to avoid wasting time [09:54] - How to compete when you don't have PE backing in competitive markets [10:59] - Creating authentic value propositions that differentiate you [12:43] - Step Three - Assembling your deal team internally and externally [13:27] - Why you need the model before individual deal structures [14:08] - The mistake of doing deals opportunistically without consistency [14:44] - Problems created by inconsistent deal structures across multiple deals [15:02] - Step Four - Building a repeatable model that can scale [17:01] - Deciding conceptual components like cash versus equity structures [19:35] - Step Five - Drilling down to specific deal structure within your model [20:34] - Determining upfront versus backend payment percentages [22:17] - The ideal scenario of having template documents ready [22:38] - The practical reality when clients have already started conversations [24:56] - Socializing deals to key stakeholders after closing [24:58] - The importance of not skipping the process even under time pressure [25:25] - Why your personal why matters as much as company objectives [26:24] - The danger of building companies you don't want to run Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 80 - Deal-Ready Foundations with Corey Kupfer: Explore the foundational elements needed before pursuing any deal strategy, including team building and internal preparation. Episode 84 - Business Partnerships Deals with Corey Kupfer: Understand how partnership structures work and how to create successful collaborative deals. Episode 90 - The BEST Of Company Founders with Corey Kupfer: Learn from multiple founders about their deal-driven growth strategies and what worked in building their companies. Episode 134 - Deal Preparation with Corey Kupfer: Discover the five steps toward deal-making success and how proper preparation prevents poor performance. Episode 138 - 5 More Steps Towards Deal-Making Success with Corey Kupfer: Building on the foundation of deal preparation, explore additional critical steps for executing successful transactions. Social Media Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Keywords/Tags deal program planning, M&A strategy, acquisition planning, joint venture strategy, licensing deals, deal structure framework, whiteboarding sessions, strategic deal planning, repeatable deal process, deal-driven growth, deal team building, value proposition for deals, target partner profile, deal legal structure, franchise strategy, strategic alliances, five whys technique, business motivation alignment, personal why in business, cap table management, template legal documents, integration strategies, corporate development, wealth management M&A, PE competition strategies, deal model building

Diplomacy with Threat: US Tries to Talk Maduro Out of Power — John Batchelor, Alejandro Peña Esclusa, Ernesto Araujo — Batchelor reports that President Trump confirmed a direct phone call with Venezuelan leader Nicolás Maduro as part of US diplomatic efforts encouraging his peaceful voluntary departure from power, efforts implicitly backed by the threat of military force. Peña Esclusa documents that Maduro is articulating unacceptable preconditions for departure, including total amnesty from prosecution and continued control of the Venezuelan armed forces. Araujo emphasizes that the transition will be further complicated by military officials implicated in large-scale corruption, drug trafficking operations, and documented human rights violations requiring accountability. 1922 CARACAS

Hoy con Carlos Feliciano (CAF Investments) desmenuzamos la pregunta del momento: ¿estamos ya en recesión aunque los titulares digan otra cosa? Hablamos del miedo en el mercado, hipotecas a 50 años, el “cheque” de $2,000 como posible estímulo, el mini–crash intradía que casi nadie reportó, cripto apalancada, y dónde poner el ojo (salud, finanzas, energía) mientras la IA exige más infraestructura.Consulta gratis con CAF: agenda y escribe que lo viste en Café en Mano. https://calendly.com/cafinvestments/15minMerch oficial: tus tazas de Café en Mano en juanvi.bigcartel.com ☕️Suscríbete, comenta si quieres más episodios con Carlos y comparte con quien lo necesite.Tags: economía, recesión, Puerto Rico, inversiones, bolsa de valores, hipoteca 50 años, estímulo $2000, Bitcoin, IA, energía, finanzas personales, Café en Mano Podcast, Carlos Feliciano.Capítulos :00:00 – Intro, merch y anuncio: segmento quincenal con Carlos + consulta gratis01:20 – Airbnb: “no es ingreso pasivo” (reacción a los clips)02:35 – Mercado dos semanas bajando; Fear & Greed en “miedo extremo”04:18 – Hipotecas de 50 años: por qué son mala idea y cómo encarecen todo06:30 – Riesgo a largo plazo, intereses y el truco del pago “más bajito”08:00 – El “cheque” de $2,000 (aranceles): estímulo vs. inflación10:10 – Rally por resultados de Nvidia… y caída brutal intradía (sin titulares)12:45 – IA operando el mercado, Private Credit y la Fed “a ciegas”14:14 – ¿Burbuja de IA? P/E, especulación y diferencias con el 200017:53 – Cripto apalancada: margin calls y por qué afecta a la bolsa20:30 – China/Japón: estímulos, divisas y flujos entre mercados22:45 – Qué hacer ahora: no decisiones locas, comprar en descuento y “desinstala la app”24:40 – Lo que más ve en clientes por edad: deudas, 401k y diversificación26:52 – Sectores a mirar: salud, finanzas y (muy clave) energía por la IA29:15 – Plan de retiro en PR: opciones cualificadas vs. “cuentas populares”30:33 – Oficios o deuda: educación técnica, oficios no automatizables y préstamos estudiantiles

Today on The Construction Corner Podcast, I'm joined by Ryan Easterling, PE, who is the Electrical Engineering manager at Burns and McDonnell for their power division out of their Chicago Office.I selfishly get to nerd out a little this week about power systems and the huge rise in demand that AI and data centers are creating.What is probably the most interesting and going to cause some of the biggest engineering challenges is the availability of equipment. As Ryan talks about in this clip - Utilities are already taking manufacturing slots in 2030!! How crazy is that?We cover a lot more in the utility world and some items that large users should be looking at. Flywheels anyone?Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creationComment your thoughts below and don't forget to like, SHARE, and subscribe!Want to speed up your Revit production and take your time back?https://www.kowabungastudios.comNeed an Electrical Engineer to help you with your design-build projects?Visit https://verticaldesignservices.com/ #Revit #BIM #Automation #KowabungaStudios #MEP #MEPAutomation

El último peldaño (14/11/2025) RESULTADOS DE LA NOCHE DE LAS PSICOFONÍAS La pasada semana realizamos la XVII edición de nuestro experimento radiofónico participativo “La Noche de las Psicofonías” en la que invitábamos a aquellos oyentes que lo desearan a intentar grabar voces electrónicas anómalas, la conocidas “psicofonías”. Fueron varias decenas de grupos e investigadores aislados los que aceptaron el reto, y a lo largo de la semana nos han ido enviando sus resultados. Esta noche os los ofrecemos. Contamos con el investigador y escritor José Ignacio Carmona, autor del libro “Psicofonías,el enigma de la transcomunicación instrumental” que también obtuvo grabaciones y con el que analizaremos, con la colaboración de Cristian Puig, Enrique Lucas y el equipo del programa. EL MILAGRO DE BOLNUEVO, UN ENIGMA DEL SIGLO XVI En la orilla del mar, donde las rocas parecen rezar al cielo, la playa de Bolnuevo, en Mazarrón (Murcia), guarda un secreto que el tiempo no ha podido borrar. Una noche sin luna del año 1585, el viento sonaba a invasión, cuando siete barcos bajo el mando del pirata berberisco Morato Arraez se acercaban a la costa para atacar y saquear la población. Pero algo sobrenatural se alzó entre sombras y la espuma. Nadie vio su rostro, pero todos sintieron su poder. Desde entonces, cada 17 de noviembre, el aire huele a misterio, y las olas parecen inclinarse ante lo invisible. ¿Qué ocurrió aquella madrugada? Para algunos un enigma de la historia, para otros un milagro. El historiador Juan Francisco Belmar nos trajo la historia de un extraño suceso, abundantemente documentado, que conmocionó a la población de “Almazarrón” hace cinco siglos. Contamos también con la participación del Concejal Delegado de Igualdad, Festejos y Pedanías del Ayto. de Mazarrón, Miguel Ángel Peña, la historiadora del Arte María Pilar Jorquera y el presidente de la Asociación de Vecinos “Gredas de Bolnuevo”, Manuel Gómez. Los resultados y análisis los iremos publicando en: https://elultimopeldano.blogspot.com/2025/10/la-noche-de-las-psicofonias-2025-xvii.html Producción, documentación y redes sociales: María José Garnández. Dirección y presentación: Joaquín Abenza. Blog del programa: http://www.elultimopeldano.blogspot.com.es/ Programas emitidos en ORM: https://www.orm.es/programas/elultimopeldano/ Programas emitidos en 7 TV: https://www.la7tv.es/blog/section/el-ultimo-peldano/ WhatsApp: +34 644 823 513 Correo electrónico: escaleradelmisterio@rtrm.es

Caroline Tarpey, Managing Director at Lead Edge Capital, outlines a practical approach to AI adoption in PE-backed companies—grounded in trust, clear goals and disciplined execution. She explains why most AI initiatives fall short and where teams can quickly unlock better decision-making and operational efficiency.You'll learn how AI is transforming go-to-market, from shifting buyer behavior to the rising importance of authority-driven content and deeper voice-of-customer insights. Tune in to hear how SaaS companies can stay competitive by leveraging proprietary data and refining their strategy for an AI-first buying journey.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

"Success leaves clues. And sometimes that clue is healthy leadership that is just able to take them from plateau to plateau." - Trey MarinelloMy guest this week, Trey Marinello of Houlihan Lokey, is an expert in a topic everyone is constantly talking about: Private Equity. Trey joined the show to demystify the world of investment banking and explain exactly why private equity firms are pouring billions of dollars into the employer-sponsored healthcare space.Trey breaks down the current trends, explaining why PE isn't just about leverage and debt, but about "turning the propeller faster" through distribution expertise and strategic growth. We discuss why categories like TPAs, cost containment, and innovative funding models are red-hot, while "wellness" and "population health" have struggled to prove their ROI.We also explore the potential of AI to revolutionize mental health care, why “ICHRA” is still a wild card, and how smart brokers are becoming essential value-drivers in M&A deals.Tune in for a masterclass on following the money in healthcare!Chapters:(00:00:00) Why Private Equity is Pouring Billions Into Employer Healthcare(00:00:35) Why Private Equity Loves Healthcare (00:08:59) What Does an Investment Banker Actually Do? (00:17:25) How PE Firms Use Distribution to Scale (00:20:06) Is ICHRA the Future or a Fad? (00:28:50) The Rise of Alternative Funding (00:42:34) Why "Wellness" Investments Failed (00:57:16) How Brokers Drive Enterprise Value (01:02:47) The Hottest Category in Healthcare M&AKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

Oro Por Você 02992 – 02 de dezembro de 2025 Querido Deus, ajude-me a ter compaixão dos outros, especialmente de meus irmãos em Cristo. Ajude-me a ser uma pessoa amável, de bom coração, atencioso e gentil, e mostre-me quando não estou agindo desse modo. Revele-me como minhas palavras e ações afetam os outros, para que eu possa sempre ser uma bênção. Peço que Tua paz reine em meus relacionamentos mais difíceis. As coisas não são fáceis, muitas vezes. Por favor, remova a discórdia, a desconfiança, o ciúme, os desentendimentos. Gostaria de ter o mesmo modo de pensar, que Tu tens, para amar como Tu amas, para fazer a Tua vontade. Em nome de Jesus, amém! Saiba como receber as orações diárias do Oro Por Você: -> No celular, instale o aplicativo MANAH. -> Para ver/ouvir no YouTube, inscreva-se neste Canal: youtube.com/AmiltonMenezes7 -> Tenha os nossos aplicativos em seu celular: https://www.wgospel.com/aplicativos -> Para receber pelo WhatsApp, adicione 41 99797 2727 e mande um recadinho pedindo os áudios. -> Conheça nosso novo portal de oração: www.oroporvoce.com.br -> Participe do nosso canal no TELEGRAM: https://t.me/tempoderefletir . -> Participe do nosso canal no WhatsApp: https://www.whatsapp.com/channel/0029Va9r7v8G8l5NcIiafZ2V . -> Instagram: https://www.instagram.com/amiltonmenezes7/ -> Threads: https://www.threads.net/@amiltonmenezes7 -> X (Antigo Twitter): https://x.com/AmiltonMenezes -> Facebook: facebook.com/AmiltonMenezes

ANALIZĂ Patriotism sub semnul AUR. Adrian Papahagi: „Cum poți să justifici iubirea de țară lăudând principalii dușmani ai României?” (Adevărul) - Judecătorii admit că în pandemie au fost pacienți care au murit după ce au luat COVID din spitale. Ce daune pot primi rudele celor decedați (Libertatea)  - Ultima ediție Fidelis din 2025: Dobânzile și miliardele cu care românii au împrumutat statul în acest an (CursDeGuvernare) Dragoş Damian, Terapia: Nicuşor Dan, discurs de mare CEO, de mare corporaţie, de 1 Decembrie 2025. Aveam nevoie de asta (Ziarul Financiar) Nu este un comentariu de tip odă conducătorului suprem însă, trebuie să recunoaştem, este prima dată când un Preşedinte al României ne vorbeşte, cu candoare, dacă putem spune aşa, despre adevăratele probleme din societate, citim în ZF. ”Trăim mai prost decât anul trecut. Dar trăim mult mai bine decât acum 20 de ani. Şi trăim mai bine decât mulţi din oamenii din ţări vecine nouă”. De fapt trăim mai bine chiar decât anul trecut, au crescut salarii şi pensii. “România este o ţară coruptă (…) .Totuşi, suntem mai puţin corupţi decât acum 20 de ani”. Nu trebuie să fim supăraţi pe cei care primesc şpagă ci pe noi, cei care o dăm. Daca mediul de afaceri va înceta să dea şpagă atunci mâine România va fi mai puţin coruptă decât este astăzi. “Avem multe zone de excelenţă în educaţie, dar, în ansamblu, sistemul de învăţământ este slab spre foarte slab. Şi asta o să ne provoace mari probleme în viitor. Sistemul sanitar este departe, foarte departe de unde ar fi putut să fie cu toţi banii pe care noi toţi i-am dus încolo. Dar vedem totuşi primele corpuri noi de spital care sunt construite prin finanţare din PNRR” Discurs de mare CEO al unei mari corporaţii. Dacă recunoşti care sunt problemele reale din organizaţie vei ştii care sunt măsurile de remediere de care organizaţia are nevoie. Şi o vei salva, conchide Dragoș Damian, directorul general al Terapia Cluj. ANALIZĂ Patriotism sub semnul AUR. Adrian Papahagi: „Cum poți să justifici iubirea de țară lăudând principalii dușmani ai României?” (Adevărul) George Simion a fost prezent luni, la Alba Iulia, cu ocazia Zilei Naționale. Îmbrăcat într-un cojoc tradițional, liderul AUR a participat în orașul Marii Uniri la un miting, alături de câteva sute de membri și simpatizanți ai partidului, care au fluturat steaguri tricolore și au scandat pentru „suveranitate” națională. Este o imagine pe care AUR o pune în scenă cu regularitate, în încercarea de a capitaliza politic curentul patriotic ignorat de partidele politice mainstream. Cu alte cuvinte, „cine nu-i cu noi este împotriva României”, un refren des utilizat în ultimii ani. Faptul că George Simion și ceilalți lideri AUR își autoproclamă regulat patriotismul nu îi face însă cu nimic mai iubitori de țară, remarcă profesorul Adrian Papahagi, care subliniază, într-o analiză pentru „Adevărul”, că patriotismul adevărat se măsoară prin faptele unui om. Radu Carp: Observ un fenomen îngrijorător, normalizarea în societate a discursului de tip AUR - Interviu video (SpotMedia) România se confruntă cu o serie de provocări, de la consolidarea extremei drepte până la o criză internă de reprezentare, dar și una legată de capacitatea de guvernare.  Profesorul Radu Carp a analizat modul în care România a gestionat anul 2025 și de ce formațiunile populiste precum AUR și-au atins maximul de potențial, situat undeva la 40%.  Această ascensiune a extremelor politice face parte dintr-un fenomen european, alimentat de o uriașă criză a reprezentării, generată de rețelele sociale. Cunoscutul analist politic consideră că țara noastră nu are o alternativă la extremism în afara actualei coaliții de guvernare. Mai multe în interviul video de pe pagina SpotMedia. Judecătorii admit că în pandemie au fost pacienți care au murit după ce au luat COVID din spitale. Ce daune pot primi rudele celor decedați (Libertatea)  În pandemie, 24.527 de pacienți s-au infectat cu COVID în spitalele din România, potrivit datelor oficiale. Erau oameni internați pentru alte probleme medicale, numite „comorbidități” de cei din Grupul de Comunicare Strategică. Erau părinții sau copiii cuiva, veniți la spital ca să se vindece. Mulți dintre ei au plecat de aici în saci de nailon. După ani buni, instanțele recunosc că ceea ce s-a întâmplat atunci în spitale a încălcat legea. În câteva cazuri, rudele celor decedați au dat în judecată spitalele şi au cerut daune. Pe portalul hotărârilor judecătoreşti din România există patru dosare de acest fel. Unul singur a ajuns, între timp, la finalul procesului. Libertatea vă dezvăluie toate aceste patru poveşti cutremurătoare, dar şi deciziile judecătorilor, în fiecare dintre ele.    Ultima ediție Fidelis din 2025: Dobânzile și miliardele cu care românii au împrumutat statul în acest an (CursDeGuvernare) Ministerul Finanțelor va derula, în perioada 5-12 decembrie, ultima ediție Fidelis a acestui an, potrivit unui anunț al ministerului.  Ediția din decembrie vine cu dobânzi de până la 7,55% la emisiunile în lei și de până la 6,20% la cele în euro. Persoanele fizice rezidente și nerezidente cu vârsta peste 18 ani pot subscrie în titlurile de stat FIDELIS denominate în lei și în euro prin intermediul băncilor partenere. Per total,cumulat, în cele 10 ediții lunare din acest an ale Fidelis, Guvernul a împrumutat de la populație 19,6 miliarde de lei, conform calculelor CursDeGuvernare.ro, ceva mai mult peste ce lua în 2024, când o ediție Fidelis avea loc la 2 luni și Finanțele atrăgeau pe emisiune între 3 și 3,5 miliarde de lei de la populație, pentru finanțarea deficitului bugetar. De notat că titlurile de stat beneficiază de un regim fiscal special, fiind neimpozabile.

Ambasadorul Germaniei la Tbilisi, Peter Fischer, a declarat că, după toate probabilitățile, la Consiliul European din decembrie liderii UE vor confirma că dosarul privind aderarea Georgiei la Uniune va fi închis iar procesul înghețat, relatează Radio Liberty. Potrivit acestuia, raportul Comisiei Europene privind extinderea, publicat pe 4 noiembrie, dovedește că, pe parcursul actual al Georgiei, „nu există o cale viabilă către aderare”, așa cum a declarat și vicepreședintele Comisiei Europene, Kaia Kalas. Comisarul pentru extindere, Marta Cosma, a declarat că raportul din noiembrie este cel mai prost raport privind extinderea pe care l-a avut vreodată o țară. „Germania a depus eforturi mari pentru a asigura Georgiei statutul de candidat la UE. Timp de peste treizeci de ani, am avut un parteneriat privilegiat cu Georgia, bazat pe dezvoltarea democrației, dezvoltarea unei economii de piață și sprijinirea dorinței Georgiei de integrare euro-atlantică. Punctul culminant a fost obținerea statutului de candidat, iar după acceptarea acestuia situația s-a deteriorat”, a precizat diplomatul german. Ambasadorul german a amintit unele dintre acțiunilor autorităților de la Tbilisi care au determinat oprirea procesului de aderare: ONG-urile în țara au fost distruse, drepturile demonstranților sunt încălcate permanent, libertatea de exprimare și libertatea de întrunire nu sunt respectate, partidele politice de opoziție sunt distruse, mulți oameni din societatea civilă sunt închiși, etc. Ambasasorul german a precizat că Georgia, la fel ca Turcia, își păstrează statutul de țară candidată, iar Uniunea Europeană nu își pierde speranța că țara va face pașii necesari pentru aderare în viitor. Pe 31 decembrie 2024 și 24 martie 2025, Germania, la fel ca alte țări occidentale, a impus restricții privind vizele pentru oficialii din cadrul partidului de guvernare „Visul Georgian”. Cea mai adâncă scufundare în apnee din lume: ucraineanca Kateryna Sadurska își doboară propriul record Ucraineanca Kateryna Sadurska a câștigat prestigioasa competiție Blue Element 2025 din Dominica și a stabilit un nou record mondial, relatează RBC-Ucraina. În disciplina de scufundări în apnee cu greutate constantă, fără labe de înot, ea a coborât la 86 de metri, cea mai adâncă scufundare în apnee din lume la această categorie. Acest nou rezultat îi permite Katerynei Sadurska să își îmbunătățească propria performanță din 2024 cu doi metri. Anul trecut, ucraineanca a doborât recordul de trei ori la rând - 80, 82 și 84 de metri. Citeste siDouăzeci și nouă de minute fără respirație! Ce știm de fapt despre limitele corpului omenesc? Acest record a devenit al optulea record din cariera Katerynei Sadurska la această disciplină și al treilea record consecutiv obținut la turneele din Dominica. Începând cu 2023, Sadurska a cucerit progresiv adâncimi din ce în ce mai mari, câștigând 12 metri, de la 74 m acum doi ani la 86 m astăzi. Kateryna Sadurska este din Mykolaiv și are 33 de ani. A practicat înotul artistic, disciplină la care a participat la Jocurile Olimpice din 2016, a fost dublă campioană europeană și a câștigat numeroase medalii la Campionatele Mondiale și Continentale.

Turnov v Libereckém kraji je známý jako město šperku a umění. Nejnovější galerie je ale věnovaná historickým vozidlům a motocyklům z dob zlaté éry automobilismu. Pečlivě restaurované kousky, které jsou bez nadsázky uměleckými díly, našly své místo v bývalém městském kině. Historická budova svému původnímu účelu sloužila do 90. let minulého století. Pak se zalíbila sběrateli veteránů Jindřichu Svobodovi staršímu, který ji proměnil v Galerii veteránů Turnov.

Turnov v Libereckém kraji je známý jako město šperku a umění. Nejnovější galerie je ale věnovaná historickým vozidlům a motocyklům z dob zlaté éry automobilismu. Pečlivě restaurované kousky, které jsou bez nadsázky uměleckými díly, našly své místo v bývalém městském kině. Historická budova svému původnímu účelu sloužila do 90. let minulého století. Pak se zalíbila sběrateli veteránů Jindřichu Svobodovi staršímu, který ji proměnil v Galerii veteránů Turnov.

02/12/2025 - Verbum, a Palavra de DeusMeditação da Palavra do Senhor com o Pe. Romeu Leite Izidório

Turnov v Libereckém kraji je známý jako město šperku a umění. Nejnovější galerie je ale věnovaná historickým vozidlům a motocyklům z dob zlaté éry automobilismu. Pečlivě restaurované kousky, které jsou bez nadsázky uměleckými díly, našly své místo v bývalém městském kině. Historická budova svému původnímu účelu sloužila do 90. let minulého století. Pak se zalíbila sběrateli veteránů Jindřichu Svobodovi staršímu, který ji proměnil v Galerii veteránů Turnov.

Today, Nicole breaks down all stock market lingo you need to decode investments —like market cap, and P/E ratio—and shows you how they actually work in real-life trading, using a deep dive into a real example of a stock that got... weird. You'll learn how to spot a stock's highs, lows, and everything in between… plus why relying on just one type of analysis (technical OR fundamental) is like trying to fly a plane with one wing. Check out Nicole's course The Money School and use promo code MONEYREHAB to secure the course for $99

Jake Bittner bought an unprofitable carve-out doing $3m. A key pivot grew revenue to $20m and got the attention of PE.Register for the webinar: How to Run the SBA Deal Race - Dec 4th - https://bit.ly/44whqv6Topics in Jake's interview:Building a nest egg before leaving his jobFallout from his father's failed businessesCalculating the value of a business losing moneyDisliking the bureaucracy of large companiesJoining his friend to run a distressed companyEmployee war storiesChanging the service they offeredAchieving 60% margins Boosting customer retentionSelling the company for 11x earningsReferences and how to contact Jake:LinkedInMission Support PartnersGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Leon Brujis, Partner and Co-Head of U.S. at 65 Equity Partners Leon Brujis shares how his firm is redefining private equity through non-control investments in founder-led businesses. In this conversation, Leon breaks down why the best companies are never for sale, how immigrant adaptability translates to investing success, and why boring, disciplined deal-making consistently outperforms flashy transactions. He also walks through his framework for negotiating term sheets and building relationships that span years before cutting checks north of $200 million. Things You'll Learn Why non-control "partnership capital" allows PE firms to capture the alpha of founder-led companies that outperform by 3x How to structure competitive fundraising processes that balance relationship-building with deal tension—without talking to 60 firms The five-point framework for negotiating term sheets: value, structure, governance, strategy alignment, and exit planning ____________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work.  This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better.  Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225  __________________ Buyer-Led M&A™: The Framework is Now Available Traditional M&A is broken. Buyers chase auctions. Sellers control the process. It's reactive, inefficient, and exhausting. After 300+ episodes of M&A Science, I've taken insights from the world's top corp dev leaders and distilled them into a practical framework for taking control of your M&A pipeline—how to source deals directly, build relationships earlier, and stop being auction-chasers. If you'd like to build a proactive M&A program that founders actually want to engage with, you can grab your copy. https://dealroom.net/resources/ebooks/buyer-led-m-a-tm-the-framework __________________ Everything You Need to Learn Modern M&A — In One Membership Access proven templates, frameworks, and real operator insights — all designed to help you learn faster, make smarter decisions, and run Buyer-Led M&A with confidence. Sign up now with promo code "FOUNDER" for 50% off at checkout.  https://www.mascience.com/membership __________________ Episode Chapters [00:01:00] From Engineering to Wall Street – How Leon's immigrant journey led him from Lehman Brothers to 20+ years in private equity [00:05:30] The Immigrant Advantage – Why cultural adaptability creates flexibility in deal-making and relationship management [00:10:00] The 65 Equity Model – Non-control investments in founder-led businesses generating $20-100M EBITDA [00:16:00] Pull vs. Push Value Creation – Why partnership capital relies on influence, not mandates [00:24:00] Underwriting Relationships First – Spending 1-2 years building conviction before writing $200M+ checks [00:33:00] Crisis of Comfort – Getting comfortable being uncomfortable as the key to growth in business and life [00:43:00] Making M&A Boring – Why consistency and discipline beat motivation and excitement every time [00:48:00] Term Sheet Negotiation Framework – The five buckets that matter: value, structure, governance, strategy, and exit [00:56:30] Running a Competitive Process – How to balance broad outreach with targeted relationship-building [01:01:00] The Craziest Thing in M&A – When deal fever overtakes discipline and creates the next crisis  __________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.  

The Siebel Institute, the country's oldest brewing school, is leaving Chicago for Montreal. Crain's restaurants reporter Ally Marotti talks with host Amy Guth about why that matters for Chicago and the local craft beer industry.Plus: CME outage puts PE-owned Aurora data center under scrutiny, Northwestern joins Columbia in reaching deal with Trump team, Deere's disappointing outlook shows farm recovery is elusive and state cannabis taxes slipping as prices continue to fall. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Compline by Candlelight provides peace and stillness as one week ends and another begins. Set in the tranquility of St. Paul's Chapel, one of the oldest buildings in New York City, guests find a seat and hold a candle, while 30 minutes of improvised music by The Choir of Trinity Wall Street fill the space. There's nothing to do but listen. Sancta mater istud agas - Francisco de Peñalosa

Dr. Robin Brody is back to tackle a critical gap in clinical training: narcissism and its devastating impact. We cut straight to the core, defining narcissism by its signature trait, entitlement, and exploring the clinical distinctions between grandiose, vulnerable, and malignant subtypes. The episode then dives into the flip side: narcissistic abuse. Learn to spot the confusing dynamics clients face, including performative empathy, denial of reality (often called gaslighting), trauma bonding through intermittent reinforcement, and the predictable cycle of idealization, devaluing, discard, and hoovering. Most crucially, we discuss the "sin" of inadequate provider training and the risk of how applying standard components of evidence-based treatment, like assertiveness skills, can tragically fail or even place survivors in danger.Dr. Robin Brody is an Assistant Professor of Psychiatry (Voluntary) at Weill Cornell Medicine and the founder of Dr. Robin Brody Psychological Services, a private practice specializing in the treatment of occupational trauma, PTSD, and couples therapy, and gender and sexually diverse individuals. Her work is driven by a deep commitment to helping trauma survivors, particularly those facing PTSD and moral injury.Her expertise and demonstrated passion center on treating trauma survivors, particularly those with PTSD and moral injury. In doing so, Dr. Brody has worked with diverse populations of civilians, veterans of all branches and eras, first responders, healthcare workers, and 9/11 survivors and responders across the diagnostic and demographic spectrum. Dr. Brody started and ran an EBP for PTSD program within the World Trade Center Mental Health Program, where she trained and supervised providers in PE and CPT. Before joining Mount Sinai's World Trade Center Mental Health Program, Dr. Brody served on the faculty at Weill Cornell Medicine. In that capacity, Dr. Brody oversaw Weill Cornell's Military Families Wellness Center and worked within the Program for Anxiety and Traumatic Stress Studies (PATSS), where she was a co-investigator on numerous clinical research studies involving the treatment of PTSD, particularly among frontline healthcare workers amidst the COVID-19 pandemic. In all her efforts, Dr. Brody is committed to increasing access to, and training, in evidence-based treatments, especially for PTSD. Dr. Brody's research interests include PTSD treatment innovation and the role of shame, stigma, and identity in trauma recovery.Resources mentioned in this episode: DSM-5 Alternative Model of Personality Disorders It's Not You, Dr. Ramani Durvasula Calls-to-action: Utilize Diagnostic Frameworks: Look into the DSM-5 Alternative Model of Personality Disorders as a useful framework for understanding healthy personality functioning and personality disorders, including narcissism.Obtain additional training on NPD and narcissistic abuseSubscribe to the Practical for Your Practice PodcastSubscribe to The Center for Deployment Psychology Monthly Email Leave us a question or comment on Speakpipe

PDA - Nacional se llevó el Campenato Uruguayo tras vencer a Peñarol 1 a 0 en el GPC by En Perspectiva

On this episode of Embracing Erosion, Devon sits down with Molly Chapman, Senior Associate of Product Marketing at Apax Partners. Molly's career spans both agency and in-house roles across industries like travel, and financial services — from shaping campaigns at STA Travel, to leading product marketing and GTM strategy at Moorepay, and now advising a diverse portfolio of companies within one of the world's leading private equity firms.In their conversation, they discuss how she guides portfolio teams without owning their strategy, what product marketing looks like in a PE context, and how the discipline itself is evolving — both inside traditional tech companies and beyond. Enjoy the conversation!

** VIDEO EN NUESTRO CANAL DE YOUTUBE **** https://youtube.com/live/z5S8xjsgiKI +++++ Hazte con nuestras camisetas en https://www.bhmshop.app +++++ #historia #militar Gracias a Joaquín Peña Blanco conoceremos la partipación española en distintas misiones en el norte de Irak, en territorio kurdo. COMPRA EN AMAZON CON EL ENLACE DE BHM Y AYUDANOS ************** https://amzn.to/3ZXUGQl ************* Si queréis apoyar a Bellumartis Historia Militar e invitarnos a un café o u una cerveza virtual por nuestro trabajo, podéis visitar nuestro PATREON https://www.patreon.com/bellumartis o en PAYPALhttps://www.paypal.me/bellumartis o en BIZUM 656/778/825 ¿Quieres crear transmisiones en vivo como esta? Echa un vistazo a StreamYard: https://streamyard.com/pal/d/6194931132137472

01/12/2025 - Verbum, a Palavra de DeusMeditação da Palavra do Senhor com o Pe. Romeu Leite Izidório

O SantoFlow recebe o Pe. Alex Brito e a Ir. Juliane de Vasconcelos para uma conversa profunda sobre os Arautos do Evangelho, sua missão e o processo de intervenção iniciado em 2017. Reconhecida por São João Paulo II, a instituição sempre se destacou pela evangelização através da arte, da música e da vida comunitária, mas nos últimos anos enfrentou questionamentos, silêncio institucional e impactos diretos sobre membros, jovens e formandos.A Ir. Juliane, que participou da elaboração do livro “O Comissariado dos Arautos do Evangelho”, apresenta os bastidores da obra, os documentos reunidos e o contexto que motivou sua publicação — um material que busca esclarecer fatos, preencher lacunas e dar voz a quem viveu de perto esse período. Ao lado dela, o Pe. Alex oferece uma leitura pastoral e serena sobre os acontecimentos, ajudando a compreender o que tudo isso significa para a vida da Igreja hoje.Neste episódio ao vivo, os convidados revisitam os fatos, compartilham perspectivas e explicam por que o tema voltou ao centro das atenções, aprofundando-se nas consequências, nos desafios e no compromisso com a verdade que permeia todo o processo. Uma conversa necessária para quem deseja entender esse capítulo recente da história eclesial.-----------------------------------------------------------------------------------------------------Clique no link e entre para o Aprofundamento Armas Espirituais agora:https://pay.kiwify.com.br/fDNO5I0Abra já sua livraria católica, entre em contato pelo link:https://w.app/vbbktxAumente o Dízimo da sua paróquia - DIZIFYhttps://dizify.com.br/?utm_source=san...Viaje com a S2 Viagens:https://s2viagens.com/contato/Agenda Católica:https://agendacatolica.com/Liturgia Diária da Paulus: A PAULUS acredita que bons conteúdos transformam, ajudam as pessoas a revelarem aquilo que têm de melhor. Aproveite essa oferta exclusiva: https://bit.ly/3WnFGvuHallow: O Aplicativo de Oração Nº 1 do MundoReze todos os dias com o Hallow, o aplicativo de oração número um do mundo. Experimente 90 dias grátis através deste link especial: https://www.hallow.com/santoflowArtesanato Costa:O ateliê mais tradicional de arte sacra do Brasil oferece estatuetas católicas de altíssima qualidade. Compre sua estátua e adicione um toque de fé à sua casa. Use o cupom "GUTO10" para descontos exclusivos: https://www.loja.artesanatocosta.com.brCamisetas Sabatini: Moda e DevoçãoInspire-se com as camisetas católicas de alta qualidade da Camisetas Sabatini, que unem estilo e fé. Visite a loja online: https://www.camisetassabatini.com.br WhatsApp: (44) 99844-8545ACN Brasil: Apoie os cristãos que mais precisam ao redor do mundoA Fundação Pontifícia Ajuda à Igreja que Sofre tem por missão sustentar a presença da Igreja em locais de extrema necessidade ou perseguição. É uma ponte de amor que liga quem pode ajudar àqueles mais necessitados. Com sua ajuda, muitos conseguem manter viva a fé diante dessas realidades. Doe agora e faça a diferença!✅ Doe Agora: https://bit.ly/3odbeCi✅ Doe via PIX: caridade@acn.org.br

Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode is a special one: Haseeb reads his new essay, In Defense of Exponentials, a manifesto pushing back against the rising financial cynicism dominating CT. He breaks down why new chains launch into unprecedented hate, why revenue-based valuation models misunderstand the nature of exponential technologies, and why believing in ETH, SOL, and open financial systems still makes sense. It's a zoom-out moment for the space — a reminder that crypto's exponential arc is far from over. Show highlights

The most overvalued stock on Earth may be that of Palantir, the corporate Big Brother that is getting huge contracts from the Trump administration and helps the US government wage war and carry out mass surveillance. Executives have been selling billions of dollars worth of shares, yet CEO Alex Karp attacks short-sellers like "Big Short" investor Michael Burry, claiming they're "crazy" for thinking the company is in a bubble. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=j_OuoAFp54Y Topics 0:00 Financial bubbles 0:31 AI bubble 1:01 Palantir 1:35 Investors short Palantir stock 1:58 (CLIP) CEO Alex Karp attacks short sellers 2:10 Targeting retail investors 2:23 (CLIP) CEO Alex Karp is "triggered" 3:13 Palantir executives sell shares 4:58 Financialized US economy 5:27 Trump admin contracts with Palantir 5:57 Mass surveillance 6:28 Preparing for war on China, Russia, Iran 6:54 Most revenue is from governments 7:32 Palantir stock price 8:20 Insane price-to-earnings (P/E) ratio 10:28 Is the bubble popping? 10:45 Michael Burry: "Big Short" investor 11:14 US housing bubble & financial crisis 12:11 Michael Burry shorts Palantir 12:31 (CLIP) Alex Karp: short sellers are "crazy" 12:40 CEO Alex Karp's emotional rant 13:01 (CLIP) Attacks "wokeness" & Zohran Mamdani 13:27 "Anti-woke" CEO is "triggered" 13:45 (CLIP) Alex Karp: why do they pick on us? 14:12 Delusions of grandeur 14:26 (CLIP) "Most important software company" 15:03 War on the short sellers 15:22 (CLIP) Alex Karp: "make them poorer" 15:41 Palantir executives sell their shares 16:28 Alex Karp sold $96 million 16:40 Shyam Sankar sold $37 million 17:32 Stephen Cohen sold $66 million 17:59 David Glazer sold $4 million 18:18 Ryan Taylor sold $4 million 18:33 Palantir execs keep selling shares 19:17 Alex Karp sold $1.9 billion in shares 20:04 Telling retail to invest in Palantir 20:49 (CLIP) "Experts vs retail" 21:27 Cynical exploitation 22:28 Outro

(00:00:00) Xadrez Verbal #443 Negociações sobre a Ucrânia (00:02:00) Giro de Notícias #01 (00:14:00) Coluna Aberta: Proposta de paz para a Guerra na Ucrânia (01:18:05) Efemérides: A Semana na Históri (01:25:15) Match: América Latina (02:28:15) Xeque: G20 (03:33:20) Giro de Notícias #02 (03:44:20) Peões da Semana (03:47:05) Sétimo Selo (03:55:20) Música de Encerramento Analisamos a mais nova rodada de negociações sobre um fim para a guerra na Ucrânia.Também demos aquele tradicional pião pela nossa quebrada latino-americana, com crise palaciana na Bolívia e a prévia das eleições em Honduras.Finalmente, repercutimos a 20ª reunião de cúpula do G20, realizada em Joanesburgo, na África do Sul.Aproveite a Black November da Alura: https://alura.tv/xadrezverbalAgende uma reunião com a Rio Claro Investimentos: https://rioclaro.com.br/xadrez-verbal/Campanha e comunicado sobre nosso amigo Pirulla: https://www.pirulla.com.br/

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to search for undervalued companies, Are university degrees still worth it, Thoughts on the Fintech industry and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratio

Disclaimer: We are not professionals. This podcast is opinioned based and from life experience. This is for entertainment purposes only. Opinions helped by our guests may not reflect our own. But we love a good conversation.In this unfiltered 2 Be Better Podcast episode, Chris and Peaches break down the “princess treatment” trend, the bare minimum vs princess treatment challenge, and a viral Rolling Stone article attacking trad wives and traditional gender roles. They react to the Princess and the Pe fairy tale, the TikTok hose challenge, and the idea that opening doors, pumping gas, ordering for your wife, and protecting her in public is “over the top” or “misogynistic.” You will hear a blunt, masculine perspective on chivalry, equality, and partnership, why “I don't need a man” is propaganda, and the difference between being fully capable on your own and actually wanting to be loved, protected, and prioritized in a traditional marriage.From there they zoom out and tackle the bigger culture war around trad wife content, feminism, and the dating crisis, including why so many men are afraid to approach women, why women who want to be stay at home wives are shamed online, and how real men see the value of a feminine, nurturing wife raising the next generation. They also go deep on blended families and step-parent hate, defending stepdads and stepmoms who choose to love and raise children that are not biologically theirs, and showing how that role can completely change a kid's future. If you care about traditional marriage, princess treatment vs bare minimum, trad wife life, chivalry in relationships, step-parent dynamics, and building a strong, functional family instead of living for internet approval, this video is going to hit hard and give you language for the standards you actually want to live by.Become a supporter of this podcast: https://www.spreaker.com/podcast/2-be-better--5828421/support.

Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry's latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time teach-in on depreciation, useful life estimates, GAAP vs. tax depreciation, and how a small shift in an accounting estimate can meaningfully inflate EPS—especially for mega-cap tech stocks that trade heavily on P/E multiples. Kristen walks through exactly how depreciation affects valuation, and why some metrics (like EBITDA) and methodologies (like the DCF) are untouched by the choice of useful life. The big question the duo wrestle with: is Burry identifying a real risk, or is this a nothingburger amplified by market paranoia? From there, Jen shifts to the fixed income landscape ahead of the December Fed meeting—one the central bank must navigate without key data (payrolls and CPI) that won't arrive until after the rate decision. She breaks down how Powell is managing optionality near the end of his term, how the market is pricing a December cut, and what a likely dovish successor (Kevin Hassett) could mean for rates in 2026. They also dig into credit markets: years of high coupons have fueled relentless reinvestment demand, but an uptick in issuance—especially from AI-heavy hyperscalers—may finally rebalance supply and demand. The duo look abroad as well, analyzing the UK's newly announced national property tax and what it signals about global fiscal stress.The episode wraps with big updates from The Wall Street Skinny: the long-awaited launch of their Financial Modeling Course, the continued fixed income course presale, and new January 2026 office hours, plus the return date for HBO's Industry (January 11!). To get 25% off all our self paced courses, use code BLACKFRIDAY25 at checkout!Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Confira os destaques de Os Pingos nos Is desta sexta-feira (28):O deputado federal Eduardo Bolsonaro (PL-SP), ainda nos Estados Unidos, admitiu pela primeira vez que pode apoiar Tarcísio de Freitas (Republicanos-SP) na eleição presidencial de 2026. Em entrevista ao Grupo Folha, afirmou que o governador paulista representa uma alternativa de voto anti-Lula (PT) e declarou: “Onde Lula estiver de um lado, eu estarei do outro.”O governador Tarcísio de Freitas defendeu a adoção da prisão perpétua no Brasil durante encontro com agentes do mercado financeiro. Segundo ele, os brasileiros “não estão se sentindo seguros”, e a segurança pública será um dos temas centrais da disputa eleitoral de 2026. Tarcísio também elogiou o modelo de combate ao crime adotado por Nayib Bukele em El Salvador.O presidente da Câmara, Hugo Motta (Republicanos-PB), afirmou que o relatório da PEC da Segurança será apresentado na próxima semana. O texto, elaborado pelo relator Mendonça Filho (União-PE), deve endurecer regras como prisão em segunda instância e critérios das audiências de custódia.O Ministério da Justiça enviou ao relator Alessandro Vieira (MDB-SE) um documento apontando dez problemas considerados essenciais no texto do PL Antifacção aprovado pela Câmara. Segundo o governo, há risco de redução de recursos para a Polícia Federal e sobreposição de legislações. A expectativa é que o Senado analise o projeto na próxima semana.O indicado de Lula ao STF, Jorge Messias, intensificou a articulação no Senado enquanto o relator da CCJ, Weverton Rocha (PDT-MA), sinaliza parecer favorável. Mesmo assim, Messias teria buscado apoio para adiar a sabatina marcada para 10 de dezembro, temendo não alcançar os 41 votos necessários. Nos bastidores, comenta-se que Davi Alcolumbre, que defendia a indicação de Rodrigo Pacheco, teria se recusado a recebê-lo.A defesa do ex-presidente Jair Bolsonaro (PL) apresentou ao Supremo Tribunal Federal embargos infringentes para tentar reverter a condenação no caso do golpe de Estado. O recurso pede absolvição e solicita que o processo seja levado ao plenário, onde os 11 ministros participam do julgamento.Você confere essas e outras notícias em Os Pingos nos Is.

¡¡NUEVO PODCAST!!- Tiaré Scanda y   Enrique Arreola… Obra: “La Nota” (cuando lograrlo todo es apenas el principio)  - Germán Pérez… Paseos Cuetzalan Haciendo Turismo Comunitario: Visita a la Sierra Gorda de Querétaro  - Cartelera cinematográfica. José Antonio Valdés Peña.-Brenda Arias Martín… Noche de estrellas 2025; Homenaje a Julieta Fierro - Elba Hernández…  Pueblos Mágicos: Tlalpujahua y Chignauapan

PDA - Este domingo con el clásico entre Nacional y Peñarol se define el Campeonato Uruguayo by En Perspectiva

OPEN HEAVENSMATALA LE LAGI MO LE ASO TOONAI 29 NOVEMA 2025(tusia e Pastor EA Adeboye) Manatu Autu: Faapogai o Perofetaga 1 (Sources of prophecy 1)Tauloto Tusi Paia: Esekielu 14:4 “O le mea lea ‘ia e tautala atu ai ‘iā te i latou, ma fai atu ‘iā te i latou, O lo‘o fa‘apea ‘ona fetalai mai o le Ali‘i le ATUA: ‘Ai se tagata o le ‘āiga o Isaraelu na te fa‘atūina ana tupua i lona loto ma tu‘uina i ona luma lana agasala e tausuai ai ma alu ane i le perofeta; o a‘u o le ALI‘I, ‘ou te tali atu i lē alu ane, e tusa ma le tele o ana tupua;”‭Faitauga - Tusi Paia:  Esekielu 14:1-7O perofetaga e omai I ni faapogai autu se tolu; o le tiapolo, agaga o le tagata, ma Agaga Paia. O le asō o le a ou faamatala ai perofetaga mai le agaga o le tagata.A auala mai se perofetaga mai agaga o tagata latou te tā'ua mea latou te faalogoina o le a tutupu, peita'i o le tele o taimi e lē tutupu ia mea. O le tele o taimi, e mafai ona osofia ai le fiafia o se tagata ma manatu ai i lea taimi ua ia faalogoina le siufofoga o le Atua; peita'i e mafai ona faapea o lea tagata o lona lava agaga na faalogo i ai. O le mafuaaga lea e tatau ai ona pulea ou lagona pe a e fia lagonaina le siufofoga o le Atua, ina ia aua ai nei e toe faalogologo lava oe i lou agaga ma fai mai ua e faalogo mai le Atua. Afai o e faatalitali i se fetalaiga mai le Atua ma o loo tā mau lava lou mafaufau i se tali faapitoa e te fia faalogo ai, o le a tele se avanoa e te faalogoina ai se faamaoniga o lea tali mai lou lava agaga ma e faapea ai o le fetalaiga lea mai le Atua. A o o'u itiiti i le galuega a le Atua ma ua o'u vaaia fa'aaliga o le a o'u faimalaga so'o i tiute fai o le galuega na ofoina mai e se kamupani vaalele ni pasese faapitoa lelei mo a'u. Sa ou fiafia i le ofo ua aumai ma ou faia ai se perofetaga, o lea kamupani vaalele o le a manuia ma e lē o'o I ai ni mala. E lei umi ona fai la'u folafolaga ae pa'ū le vaalele a le kamupani. Sa tatau ona tau lava o lo'u tatalo mo le kamupani vaalele ma faamanuia I ai nai loo le fai o le perofetaga e fua I o'u lava lagona. Pe afai e te lē lafoaia ou lagona ma faataga le Atua e suesue lelei lou loto, o le a e faalogoina tupua o lou loto o aumaia ia te oe le fa'atagaga pe a e tatalo atu I le Atua mo sona finagalo; Fa'ata'ita'iga, afai o se tamaita'i o loo saili I le Atua poo ai se tasi o ana uo alii e finagalo la te faaipoipo, e manaomia le pulea lelei o ona lagona e ui o loo i ai lava lana ia filifiliga e mana'o iai, ae tu'u atoa le pule i le Atua pe afai e mana'o moni e faalogo i le finagalo o le Atua. Afai e fesili i le Atua I lana faaiuga peita'i na te iloa o loo naunau lona loto I le tagata o mana'o ai i taimi o ana talosaga, e tatau ona ia sailia se isi e leai sona fesootaiga ma se isi o ana uo, late tatalo, auā e ono faalogo ia i lona lava agaga o faapea mai e faaipoipo loa ma lē o loo mana'o ai lona loto. E tatau fo'i ona naunau moni ia lagona lelei le finagalo moni o le Atua auā fai mai le upu tauloto o le asō a e alu atu I se perofeta ma ni tupua I lou loto, o le a tali mai le Atua ia te oe e tusa ma lau tupua.Le au pele e, faamasani lou agaga faaletagata e gaua'i atoatoa i le Atua, a e faia faapea, soose taimi e te manaomia ai lona siufofoga, e lē faalavelave ou lagona i lona finagalo e a'oa'o ma faatonu mai, i le suafa o Iesu, Amene.TataloTamā, faamolemole saili ia te au ma aveesea soo se tupua i lo'u loto e ono taofia lo'u faalogo manino i lou siufofoga, i le suafa o Iesu, Amene. 

El Mundo de Cabeza - César Peñaherrera, menú especial Marenostrum by FM Mundo 98.1

Nina Marszałek, Senior Fullstack Software Engineer, opowiada o tym jak pracując na 2 etaty, nie oszaleć z powodu stresu oraz nieprzerwanie czerpać przyjemność z pracy.[more] Rozmawiamy m.in. o tym jak organizować sobie pracę oraz jak rozmawiać o overemployment-cie z obecnym i potencjalnym pracodawcą. Pełen opis odcinka, polecane materiały i linki oraz transkrypcję znajdziesz na: https://devmentor.pl/b/ || devmentor.pl/rozmowa ⬅ Chcesz przebranżowić się do IT i poznać rozwiązania, które innym pozwoliły skutecznie znaleźć pracę? Jestem doświadczonym developerem oraz mentorem programowania – chętnie odpowiem na Twoje pytania o naukę programowania oraz świat IT. Umów się na bezpłatną, niezobowiązującą rozmowę! ~ Mateusz Bogolubow, twórca podcastu Pierwsze kroki w IT || devmentor.pl/podcast ⬅ Oficjalna strona podcastu

At 23, Patti Bevilacqua's dream career as a PE teacher was cut short by a diagnosis of multiple sclerosis. What felt like an ending became the beginning of a powerful new story—one that led her to earn a PhD, step onto the TEDx stage, and inspire thousands as a resilience educator. Today, Dr. Patti Bevilacqua shows the world that MS doesn't just mean multiple sclerosis—it means 'mindset shift'.Featured in 'The Gratitude Edition' of AwareNow Magazine: www.awarenowmagazine.comGuest: Dr. Patti BevilacquaHost: Allié McGuireMusic by: Michael ShynesProduced by: AwareNow Media

Today's guest is Reinis Krēgers, a former champion decathlete turned track and physical education coach. Reinis is dedicated to building complete movers: fast, coordinated, confident athletes who understand their bodies. His training blends classical sprint development with exploratory tasks, helping athletes develop physical literacy and long-term adaptability. In sports performance, we often fixate on exercises, cues, and optimizing micro-qualities in the moment. What we discuss far less, yet what often separates the elite, is the role of play, creativity, and culture. By looking closely at events like the pole vault and hurdles, we can see how a developmental, curiosity-driven approach benefits athletes of every sport. In this episode, Reinis shares the remarkable story of losing a finger, training exclusively with his non-dominant hand, and still setting a shot put PR. This opens the door to a rich discussion on cross-education, novelty, and how the brain actually learns movement. We explore play-based coaching, pole vault as a developmental super-tool, contrasts between Eastern and American coaching philosophies, youth sport creativity, and sustainable tendon development. It's a conversation full of insight, storytelling, and reminders of what truly anchors a lifelong athletic journey: curiosity, joy, and the art of falling in love with movement. Today's episode is brought to you by Hammer Strength and LILA Exogen wearable resistance. Use the code “justfly20” for 20% off any Lila Exogen wearable resistance training, including the popular Exogen Calf Sleeves. For this offer, head to Lilateam.com Use code “justfly10” for 10% off the Vert Trainer View more podcast episodes at the podcast homepage. (https://www.just-fly-sports.com/podcast-home/) 0:00 – Early upbringing in Latvia and falling in love with movement 6:18 – Play, curiosity, and environment driven athlete development 14:50 – Injuries, setbacks, and choosing to continue competing 23:40 – Czech training experience and constraints based coaching 33:05 – European versus American development and long term athlete philosophy 45:10 – Games, novelty, and bringing play back into training 59:47 – Specialization mistakes and the importance of multi sport development 1:11:48 – Plyometrics, bounding, and gradual tissue adaptation 1:22:40 – Injury lessons, tendon health, and the value of long term gradual loading Actionable Takeaways 6:18 – Play, curiosity, and environment driven development Reinis explains that his athletic foundation came from unstructured exploration, not early specialization. Let athletes solve problems rather than repeat fixed patterns. Encourage outdoor play and varied surfaces to build natural coordination. Curiosity creates better movers than rigid instruction. 14:50 – Navigating injuries and staying in the sport Reinis shares how setbacks led him to rethink training instead of quitting. Use injuries as a signal to adjust training rather than push through blindly. Keep a competitive outlet during rehab to maintain identity and motivation. Return with smarter progression instead of trying to reclaim old numbers immediately. 23:40 – Constraints based learning from Czech training Reinis describes how training environments shaped movement without heavy cueing. Change the environment before changing the athlete. Use simple tasks and small boundaries to create automatic technical improvements. Let athletes feel solutions instead of chasing perfect positions. 33:05 – European versus American development Reinis contrasts long term models focused on movement quality rather than short term output. Early years should build durability, not just speed and strength metrics. Avoid rushing physical qualities before coordination and play are established. Development is a process of layering, not skipping steps. 45:10 – Bringing games and novelty back into training Reinis highlights how playful constraints improve responsiveness and decision making. Add game based movement to keep athletes adaptive under changing conditions. Use novelty sparingly to reawaken coordination and intent. Reduce scripted drills when athletes stop learning from them. 59:47 – Multi sport value and avoiding early specialization Reinis explains why single sport paths can limit long term performance. Multiple sports expand movement bandwidth and reduce overuse. Delay specialization until athletes have broad coordination skills. Early success does not guarantee long term development. 1:11:48 – Plyometrics and gradual tissue progression Reinis stresses that bounding and plyos require patience and slow tissue adaptation. Progress volume and intensity over seasons, not weeks. Start with low amplitude contacts before higher velocity work. Tendons adapt slower than muscles, so loading must reflect that timeline. 1:22:40 – Tendon health and long term loading approach Reinis shares what he learned from repeated injury cycles. Small, consistent loading beats aggressive spikes in volume. Build tolerance through frequency and controlled exposure. The goal is to stay in the game long enough for development to compound. Quotes from Reinis Krēgers "Good coaching has some mystery because we are not robots" "Kids should fall in love with the movement and the sport before anything else" "Constraints are the key word in my training method and philosophy" "Track and field without play is a dry and bad solution for long term success" "There is no such thing as a training methodology, it is the relationship between the coach and the athlete" "Sudden increases in load were always the trigger for my Achilles problems" "You want gradual and consistent work if you want the tissues to adapt" "Sleep enough and rest after good training, that is one of the most important things I tell young athletes" About Reinis Krēgers Reinis Krēgers is a Latvian track and physical preparation coach known for blending classical sprint mechanics with modern movement ecology. With a background in athletics and physical education, Reinis has built a reputation for developing athletes who are not only fast, but exceptionally coordinated, elastic, and adaptable across environments. Drawing from European sprint traditions, plyometric culture, and cutting-edge motor-learning principles, Reinis emphasizes rhythm, posture, and natural force expression before “numbers.” His training sessions regularly weave together technical sprint development, multi-planar strength, and exploratory movement tasks, giving athletes the bandwidth to become resilient movers rather than rigid specialists. Reinis works across youth, club, and competitive settings, helping sprinters, jumpers, and team-sport athletes gain speed, power, and physical literacy. His coaching is marked by clarity, intentionality, and an ability to meet athletes where they are, building them from foundational movement quality toward high-performance execution. Whether on the track or in the PE hall, Reinis' mission is the same: develop confident, capable movers who understand their bodies, enjoy the process, and carry a lifelong relationship with athleticism.

In this episode of The Tech Leader's Playbook, Avetis Antaplyan sits down with Melanie Nabar, Vice President at Volition Capital, to uncover what truly makes a company fundable—and what silently kills deals. With a background in growth-stage investing, Melanie brings sharp insight into founder dynamics, product-market fit, and the capital efficiency required to scale in today's AI-driven market.They dive deep into the evolving expectations of Series A investors, the dangers of inflated valuations, and why product obsession without go-to-market focus can quietly drain a startup's future. Melanie breaks down how founders should assess investor psychology, decode fund structures, and strategically use secondary offerings to de-risk personal financials without sacrificing long-term upside.This episode is packed with insights on revenue quality, building moats in the AI age, and how bootstrapped founders can shift their mindset to deploy capital more effectively. Whether you're preparing to raise capital or already navigating the growth phase, Melanie delivers actionable advice with clarity and candor.TakeawaysFounders often focus too much on historical data when investors are more interested in future growth and market potential.Series A investors prioritize product-market fit, retention, and scalable go-to-market motion—not just ARR.High valuations without the fundamentals to back them can kill deals and erode trust.Revenue quality (repeatability, margin, and retention) plays a bigger role in valuation than founders often realize.Many founders burn too much capital on product without clear customer validation or ROI.Bootstrapped companies often hesitate to spend even when it's time to scale; this can stall growth.Churn and gross margin are key indicators for distinguishing real AI products from hype.Companies integrated into user workflows and habits are harder to replace and more defensible.Founders should evaluate VC fund structure, vintage, and portfolio psychology—not just the check size.Taking secondary in a raise can de-risk founders personally and improve long-term decision-making.Pattern recognition and experience on the board matter more than niche industry knowledge post-seed.The best outcomes don't always require billion-dollar exits; responsible growth can still yield generational wealth.Chapters00:00 – The biggest mistake founders make when fundraising01:15 – What makes a company fundable at Series A04:45 – Why overhyping numbers kills trust and credibility09:15 – Understanding revenue quality and valuation11:30 – How 2021 broke capital efficiency—and what's changed since16:00 – Deal-killers and how unrealistic expectations derail good companies20:00 – Smart capital deployment: where investors want to see money go24:00 – Why founder secondaries are on the rise—and when they make sense27:45 – How bootstrapped founders can shift from hoarding to strategic investment33:10 – AI moats: what's truly defensible and what's hype39:20 – Questions founders must ask before taking VC money45:30 – How fund size and check size impact founder support50:40 – The difference between VC, growth equity, and PE—and why it matters Melanie Nabar's Social Media Link:https://www.linkedin.com/in/melaniejordannabar/Melanie Nabar's Website Link:https://www.volitioncapital.com/team/melanie-nabar/Resources and Links:https://www.hireclout.comhttps://www.podcast.hireclout.comhttps://www.linkedin.com/in/hirefasthireright

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Chris breaks down the mass departure of mid-level talent from major private equity firms as employees finally realize the big payouts they were promised may never materialize. With firms unable to offload overpriced portfolio companies, carried interest evaporating, and valuations stuck in fantasy land, the golden handcuffs have turned to rust. If you're trapped in an illiquid PE investment, Chris explains what's coming next — and how to get help before things get worse.

The economy is breaking, and today we discuss the signs. We explore the challenges of navigating today's markets, highlighting the volatility and skepticism around AI-driven companies, overinflated stock valuations, and earnings season dynamics where "beating expectations" often masks underlying realities. It's important to be cautious investors over high P/E ratios, unsustainable growth, and market timing. You need to focus on risk management over speculation. Critical thinking is also imperative while evaluating data and it's important to question assumptions and focus on market behavior rather than blindly trusting reported numbers. We discuss... Volatility in November and the flat performance in October, with a mixed outlook for the remaining six weeks of the year. Historical trends in presidential cycles, noting that the second year is statistically the worst for stock market performance, while years one, three, and four tend to perform better. The impact of earnings season on markets and how companies often beat expectations by managing guidance strategically, which can mislead retail investors. The market's reaction to AI-related companies, the skepticism around reported growth, revenue, and inter-company financing "shenanigans." Historical parallels to the late 1990s internet bubble, where vendor financing inflated revenues before companies ultimately collapsed. The difficulty of individual stock investing, noting that growth rates slow as companies mature and valuations often contract over time. The risk of focusing on long-term predictions without timing, being "right too early" can result in significant opportunity costs and losses. Michael Burry's recent hedge fund moves, his short positions on AI-related stocks like Nvidia and the implications for investors skeptical of inflated earnings. Timing is critical in investing, caution with high-growth sectors and risk management rather than speculative bets are needs. Investors should not blindly trust government or corporate data, but instead focus on market behavior and price trends to assess reality. There's importance in distinguishing between what is factually true and what the market believes. Apply critical thinking, question assumptions, and focus on present market realities rather than speculative long-term projections. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/the-economy-is-breaking 

In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jurrien Timmer, Fidelity's Director of Global Macro, to break down the current cyclical and secular bull markets, how AI compares to past transformative periods, what rising rates have meant for valuations, and why international equities are becoming more attractive. They also touch on the role of gold and Bitcoin, how to think about barbell strategies, and what history teaches about market narratives. Key TakeawaysMarket Setup: Today's environment features a cyclical bull market on top of a long-running secular bull market, similar to past periods like 1994 and the late 1990s.Interest Rates & Valuations: The 2022 market drop came largely from PE compression as rates jumped from near zero to 5%, while earnings actually grew.Historical Parallels: Timmer highlights similarities between today and both the late 1960s (loose fiscal policy, sticky inflation) and late 1990s (tech-driven excitement).Barbell Approach: A mix of mega-cap leaders and undervalued international equities may help manage concentration risk, especially as Europe and Japan boost payouts and trade at lower valuations.Gold & Bitcoin: Timmer views both as scarce, diversifying assets that hedge against periods when bonds may struggle, especially in potential fiscal-dominance environments.Small Caps vs. Large Caps: Small caps show mixed performance due to both traditional domestic exposure and speculative, unprofitable tech tied to AI.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Jurrien Timmer:• LinkedIn: Jurrien Timmer• X: @TimmerFidelityQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comDisclosure: Jurrien Timmer is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.Hashtags#FactsVsFeelings #MarketInsights #InvestingPodcast #MacroOutlook #GlobalMarkets #AssetAllocation #CarsonGroup

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Market Mixed Yet Strong: Major indexes showed short-term declines; S&P 500 up 14% year-to-date despite 2% monthly dip.Fed Rate Cut Expectations: December cut probability rose to 84.7% after stronger jobs data, influencing investor sentiment significantly.Insider Confidence Amid Fear: Extreme fear levels noted; insider buying at fastest pace since May indicates belief in undervalued stocks.Solid Earnings Support Valuations: S&P 500's P/E steady at 24.5, with projected earnings growth backing current price levels for 2023 and 2024.Money Supply Concerns: 50% money supply increase complicates valuations, prompting reconsideration of traditional P/E thresholds amid liquidity.Positive Seasonal Trends: Thanksgiving week's median return of 7.6% supports potential short-term market strength despite recent volatility.

Most people say they want to pass the PE Exam, but saying ≠ doing. This episode with Hunter McCabe gives you a perspective on what it really takes to pass — and why it's worth it.

Czabe enjoys a "Power Lunch" at the Palm in Tysons Corner, VA with ANDY POLLIN and Georgetown University sports marketing professor MARTY CONWAY to discuss NIL, PE, the NCAA and the NBA. The dollars are flying, and the landscape is changing, and you can wish for things to be like they once were all you want, but it ain't happening.Our Sponsors:* Check out CBDfx and use my code CZABE for a great deal: https://cbdfx.com* Check out FRE and use my code LISTEN20 for a great deal: https://frepouch.com* Check out Hims: https://hims.com/CZABE* Check out Infinite Epigenetics: https://infiniteepigenetics.com/CZABE* Check out Uncommon Goods: https://uncommongoods.com/czabeAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome back to the mic, Adam Peek here! That was a fantastic chat with Clara and Benoît from Lactips. They're doing some seriously innovative stuff over in France, tackling the microplastics problem head-on with a bio-based, water-soluble, and fully biodegradable material made from milk protein.If you're in the packaging space, this is the kind of game-changing innovation you need to be paying attention to. It hits the trifecta: Performance, Planet, and Policy.Here's a breakdown of what we discussed and why Lactips is a company to watch:

Hailing from Yerevan, Armenia, Innersha is a producer and live artist who has created a fresh and sophisticated perspective on contemporary live techno. Her sound is a dense constellation of IDM intricacies, celestial textures, and deep techno grooves that drift effortlessly into the depths of mind-altering psychedelia. This unique sonic signature has already led to visionary live sets at revered institutions including Bassiani, Berghain's Säule, and Pe:rsona, alongside multiple performances at this year's Mo:Dem Festival. For this recording, Innersha moves between the physical and the ethereal, constructing a narrative that perfectly balances the tactile weight of rhythm with the weightlessness of space. It is a trip that feels both intimate and expansive, navigating through cycles of sonic construction and deconstruction. A deep cerebral excursion witnessing the formation of entirely new sonic dimensions. Reflecting on the process that shaped this session, Innersha shares: "The recording is an exploration of materials and impressions gathered throughout 2025. Across the year, I found myself working with percussive instruments, exploring the pulse and the subtle variations of repetition that come from real movement. Another part of this process was diving into ambient abstraction, constantly shifting atmospheres that reshape the context. In the dialogue between these two elements, a story began to form about collapse, rebirth, and the formation of new universes. The set was recorded in my studio in Yerevan, where most of the days drift into exploring sound." Turn the volume high and lose yourself in a new realm of sound. Follow: https://soundcloud.com/innersha https://www.instagram.com/innersha_/