Podcasts about Pe

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Latest podcast episodes about Pe

Money Rehab with Nicole Lapin
Nicole's Cheat Sheet to Reading Stock Charts

Money Rehab with Nicole Lapin

Play Episode Listen Later Dec 1, 2025 17:00


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

M&A Science
Making M&A Boring (And Why That's a Good Thing) with Leon Brujis

M&A Science

Play Episode Listen Later Dec 1, 2025 67:50


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.  

Compline
November 30, 2025: Compline by Candlelight

Compline

Play Episode Listen Later Dec 1, 2025 31:09


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

Practical for Your Practice
Beyond NPD Criteria: Narcissistic Abuse, Trauma, and 'Snakes in Suits'

Practical for Your Practice

Play Episode Listen Later Dec 1, 2025 44:19


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

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

En Perspectiva

Play Episode Listen Later Dec 1, 2025 11:41


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

Unchained
The Chopping Block: In Defense of Exponentials – Haseeb Reads His Viral Essay - Ep. 965

Unchained

Play Episode Listen Later Nov 29, 2025 14:57


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

Multipolarista
Palantir executives sell their shares as the stock crashes - but they smear critics as 'crazy'

Multipolarista

Play Episode Listen Later Nov 29, 2025 23:00


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

Xadrez Verbal
Xadrez Verbal #443 Negociações sobre a Ucrânia

Xadrez Verbal

Play Episode Listen Later Nov 29, 2025 239:11


(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/

Business & Personal Development with Chris Haroun
How to search for undervalued companies, Are university degrees still worth it, Thoughts on the Fintech industry and more.

Business & Personal Development with Chris Haroun

Play Episode Listen Later Nov 29, 2025 111:50


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

2 Be Better
Princess Treatment vs Bare Minimum | Trad Wife Life, Chivalry, Feminism, And Step-Parent Hate

2 Be Better

Play Episode Listen Later Nov 28, 2025 53:37 Transcription Available


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.

The Wall Street Skinny
194. Michael Burry Accuses Meta + Oracle of AI Accounting Fraud...Legit? Depreciation & Valuation Masterclass

The Wall Street Skinny

Play Episode Listen Later Nov 28, 2025 35:55


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.

Os Pingos nos Is
Eduardo Bolsonaro admite apoiar Tarcísio contra Lula em 2026

Os Pingos nos Is

Play Episode Listen Later Nov 28, 2025 119:31


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.

Janett Arceo y La Mujer Actual
Elba Hernández…  Pueblos Mágicos: Tlalpujahua y Chignauapan.

Janett Arceo y La Mujer Actual

Play Episode Listen Later Nov 28, 2025 90:01 Transcription Available


¡¡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

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

En Perspectiva

Play Episode Listen Later Nov 28, 2025 10:40


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

Just Fly Performance Podcast
491: Reinis Krēgers on Play-Based Athleticism and Elastic Power Development

Just Fly Performance Podcast

Play Episode Listen Later Nov 27, 2025 95:10


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.

Watchdog on Wall Street
When the ‘Big Payday' Never Comes: Inside Private Equity's Meltdown

Watchdog on Wall Street

Play Episode Listen Later Nov 27, 2025 4:51 Transcription Available


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.

Plzeň
Náš host: Pískej konec. Nová detektivka propojuje svět fotbalu, napětí i soutěže Peče celá země

Plzeň

Play Episode Listen Later Nov 27, 2025 18:50


Tereza Olbrichtová, známá ze soutěže Peče celá země, a její sestra Barbora Salátová představily ve vysílání Českého rozhlasu svou novou detektivku Pískej konec. Navazuje na úspěšnou prvotinu K smrti dobrý a sleduje kamarádky Ejmy a Stacy, které tentokrát řeší záhadu z prostředí ligového fotbalu. Autorky přiznávají, že jsou dlouholeté fanynky FC Viktoria Plzeň.

Money Tree Investing
More Shocking Signs... The Economy Is Breaking

Money Tree Investing

Play Episode Listen Later Nov 26, 2025 53:55


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 

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking Macro and Charts with Jurrien Timmer (Ep. 163)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Nov 26, 2025 54:08


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

The Independent Advisors
The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...

The Independent Advisors

Play Episode Listen Later Nov 26, 2025 26:05


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.

CzabeCast
This Cow Was Not Brought To You By Private Equity

CzabeCast

Play Episode Listen Later Nov 25, 2025 57:24


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

People of Packaging Podcast
Will Lactips be the company to help end Micro plastics?!?

People of Packaging Podcast

Play Episode Listen Later Nov 25, 2025 24:43


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:

Monument Techno Podcast
MNMT Live : Innersha

Monument Techno Podcast

Play Episode Listen Later Nov 25, 2025 100:01


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_/

Podcast 45 Minutos
NOVA PESQUISA: TORCIDAS DE CLUBES DE FORA CRESCEM EM PERNAMBUCO E NÁUTICO CAI PARA 5° POSIÇÃO.

Podcast 45 Minutos

Play Episode Listen Later Nov 25, 2025 59:53


Celso Ishigami, Fred Figueiroa e Cassio Zirpoli debatem sobre a mais nova pesquisa de torcidas no Brasil. O muro de proteção em PE foi quebrado? A tradição ainda resiste? Todos esses debates e muito mais com os caras de sempre. Vem!

Playing with Research in Health and Physical Education
392: PE Teachers get an F in Health-Related Fitness Knowledge

Playing with Research in Health and Physical Education

Play Episode Listen Later Nov 25, 2025 47:18


Dr. Santiago tested over 400 in-service PE teachers and found an average score of 54.3% on the Health-Related Fitness Knowledge test — essentially an “F” by grading standards. The article, “Physical Education Teachers' Common Content Knowledge of Health-Related Fitness,” was published in the Journal of Teaching in Physical Education a few weeks ago, and Jose Santiago comes on the explain the results. If you want the fitness test he has validated you can email him jas083@shsu.edu Here is a link to the paper https://doi.org/10.1123/jtpe.2024-0465Santiago, J. A., Morrow, J. R., Jr., Morales, J., Muñoz, M., & Kim, M. (2025). Physical Education Teachers' Common Content Knowledge of Health-Related Fitness. Journal of Teaching in Physical Education. Advance online publication. https://doi.org/10.1123/jtpe.2024-0465Author bios: • Dr. José A. Santiago is a professor in the Department of Kinesiology at Sam Houston State University. His research focuses on teacher knowledge of health-related fitness.• Dr. James R. Morrow Jr. is a professor emeritus at the University of North Texas, a leading scholar in physical fitness assessment and measurement.(Retired)• Dr. Julio Morales is an associate professor at Lamar University, specializing in motor behavior and assessment, and measurement. (Retired)• Dr. Mario Muñoz is an assistant professor at Sam Houston State University, specializing in physical activity and youth fitness. • Dr. Minhyun Kim is an associate professor at Sam Houston State University, focusing on adapted physical activity/education and teacher professional development.

Construction + Small Business Marketing: It's a Code World:
How Roofing PE Acquisitions End Badly

Construction + Small Business Marketing: It's a Code World:

Play Episode Listen Later Nov 25, 2025 41:18


If you're a roofing or home service owner thinking about selling in the next 1–5 years, this is required viewing. Tim and Gregg Schonhorn (Business Development Advisor, SF&P Advisors) unpack the real story behind platform roll-ups, the Minnesota Rusco / Nucco situation, AirPros, and why roofing is still 5+ years behind HVAC, plumbing, and electrical on the private equity curve.You'll hear why some buyers are rock-solid long-term partners… and others are ticking time bombs built on ugly debt structures and bad covenants.In this conversation, you'll learn:How roofing PE platforms are actually structured (and where they make their money)Why deals like Minnesota Rusco and AirPros went sideways – and what warning signs you can spot earlyHow storms, demand cycles, and “one huge year” really factor into your valuationThe difference between real platforms and “let's bundle 10 shops and flip” con jobsHow to vet a buyer's debt, covenants, and capital stack so you don't get wiped out by their financingWhy integration (systems, CRMs, chart of accounts, handbooks, compensation) is what creates real enterprise valueHow culture, community reputation, and referrals quietly drive higher multiples for roofing businessesPractical steps to add 3–5% net and hundreds of thousands of EBITDA before you go to marketIf you want to protect your people, your brand, and your upside when you sell, this episode will give you the questions to ask and the traps to avoid.

Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Career Lessons from 25 Years with Meranee Phing Naaman

Best But Never Final: Private Equity's Pursuit of Excellence

Play Episode Listen Later Nov 25, 2025 59:32


Meranee Phing Naaman, a trailblazer with over 25 years in private equity and two decades as a senior investment partner at Riverside Company, shares hard-won lessons from building and scaling businesses in consumer markets. She explains why IQ alone isn't enough in PE—you need EQ to sell your vision and LQ (learning quotient) to keep pattern recognition sharp. From buying the same home services business twice to pioneering franchising as a PE strategy, Meranee breaks down what separates good investors from great ones.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

The Supersized PhysEd Podcast
Midyear Check-In For PE Teachers

The Supersized PhysEd Podcast

Play Episode Listen Later Nov 25, 2025 22:08 Transcription Available


Send us a textWhat's up PE Nation!Today I take a hard look at what's working and what needs work across our PE program, from a new student leadership system to weather-bent units, a missed grant, a messy Turkey Trot tally, and a post-surgery plan that turns warmups into student-led moments. Reflection sets the tone, action steps make it real.• leadership program wristbands• weather disruptions forcing spiraled units and flexible pacing• missed grant prompting fundraisers and sharper proposals• turkey trot run-in-one-day success with flawed lap countingThis and more on today's episode. Take time to reflect on your program and make steps to improve going into the new year.Take care,Dave-Kindergarten PE Games and Activities ebook ($3.99 for 10 activities)-Check out supersizedphysed.com for more resources, including free PDFs, articles, and courses to help with your PE program. Please leave a review to help grow this podcast and keep pushing our profession forward.-Team Building Games Ebook ($4.99 with preview): https://www.teacherspayteachers.com/Product/Team-Building-Games-and-Activities-for-PE-Class-14063095Grab my free copy of the Outside PE Checklist as a reference that includes equipment, procedures, transitions, and other essentials for successful outdoor teaching-Free resources include Substack and Medium articles with PE tips, games, and strategies-High Fives and Empowering Lives  book available as an ebook or paperback-Paperback or download: HERE-Amazon Ebook: HERESupport the showSupport the showBecome a supporter of the show: https://www.buzzsprout.com/385837/support

M&A Science
Integration Starts with Hiring, Not the Deal with Brandon Batt

M&A Science

Play Episode Listen Later Nov 24, 2025 57:34


Brandon Batt – Chief People and Transformation Officer at Quadient Brandon Batt joins us to discuss how successful M&A integration starts long before you sign an LOI. Brandon shares how Quadient built M&A capability across the organization through strategic hiring, created a transformation office that breaks down traditional silos, and executed portfolio transformation through dozens of acquisitions and divestitures. Learn why the secret to integration success isn't just about playbooks—it's about building M&A muscle into your team from day one. Things You'll Learn Why hiring for M&A experience across your organization creates the foundation for deal success, even in roles that seem unrelated to corporate development The transformation office model that eliminates the handoff problem  Why cultural "add" beats cultural "fit"  ____________________ Share Your M&A Experience for the Chance at $500 Giftcard M&A moved fast in 2025. But what actually changed? We're collecting real insights from practitioners—not consultants on the sidelines—to understand how corp dev teams, PE firms, and advisors are adapting. Takes 10 min. Get early access to results + chance at $500 gift card. Share your experience: https://hubs.ly/Q03Rr89G0 ____________________ 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  __________________ Episode Chapters [00:02:30] Building a Transformation Office – How Quadient structured M&A, HR, legal, and sustainability under one umbrella to drive seamless execution [00:05:00] Portfolio Simplification Through M&A – Starting transformation with strategic divestitures before adding new capabilities through acquisitions [00:10:00] The Pre-LOI Integration Planning Model – Why strategic operations teams get involved in due diligence from the beginning, not after the deal is signed [00:16:00] Human Connection as M&A Secret Sauce – Building trust with founders and management teams before discussing price and terms [00:21:00] Hiring for M&A Muscle – Why M&A readiness starts with recruiting people who have transaction experience across key business functions [00:28:00] Evolving M&A Maturity – Getting more formal about talent assessment and playbooks while giving teams autonomy to move fast [00:33:00] Founder-Led Business Challenges – Learning to structure deals and set expectations upfront when acquiring companies led by first-time sellers [00:42:00] Collaboration Without Hierarchy – How "collaborate like crazy" became a cultural principle that breaks down silos in M&A execution [00:47:00] Deal Story: Meeting in London During COVID – Why some deals still require getting on a plane, even during a pandemic [00:51:00] AI in M&A and the Human Element – Balancing technology efficiency with the human intuition that uncovers critical deal insights  __________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Private Equity Masterclass: How to Buy Your First Company

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Nov 24, 2025 32:10 Transcription Available


Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply"Are you looking to achieve financial freedom by moving beyond the high-risk startup game? This episode of Making Billions is your battle-tested blueprint for entering the world of private equity and small business acquisition. Host Ryan Miller,  breaks down the simple but brutally effective PE process: Buy, Fix, and Sell.Discover the massive, often-overlooked $10 trillion wealth transfer opportunity as baby boomer owners of profitable small companies look to retire. We dive deep into why buying an existing business is the new building, understanding valuation, learning the non-negotiable rules of due diligence, mastering the deal structure that gets you funded and finally avoiding the five mindset mistakes of first-time acquirers.This is the playbook for building an empire, one smart acquisition at a time.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technology and Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Therapy on the Cutting Edge
Helping Veterans Using Cognitive Processing Therapy (CPT) and Research on Linguistic Themes in the DSM and Artificial Intelligence's Accuracy in Diagnosis

Therapy on the Cutting Edge

Play Episode Listen Later Nov 24, 2025 58:07


In this episode, I speak with Matt about his work with veterans, PTSD and his research on AI's ability to diagnose mental health disorders. Matt explained that he got into the field of psychotherapy after being a patient, working through his own issues after being in the Marines. He found the process very helpful and went on to become a therapist and initially worked with unhoused populations, psychosis and gang young, but wanted to go into working with veterans and first responders, treating PTSD. He shared that he never intended to go into research, but after doing his dissertation, he thought he might as well publish it, and then was invited to be part of a research group. Matt shared that most of the treatment for veterans is provided by the Veteran's Administration, although they did not hire clinicians with his licensure. He explained that he was fortunate to get connected with an organization called the Head Strong Project that provides services to active duty military and veterans addressing PTSD and suicide prevention. He said that many of his clients often have a history of trauma, in addition to their experience in the military, as well as around 50% of his clients also have comorbid ADHD. Matt discusses the three major evidence based approaches to treating trauma: Prolonged Exposure (PE), Cognitive Processing Therapy, & Eye Movement Desensitization Reprocessing. He shares how the dropout rate for PE is 40% and EMDR is not always successful, which might be due to the eye movements and that not being as effective with those in the military, although he doesn't know any research backing that up. Matt explained that he uses CPT and in the approach, the focus is on beliefs or what they refer to as “stuck points”. There may be assimilated “stuck points" that the person has taken from the traumatic experience and over accommodated "stuck points”< which are things that the person now believes and has adjusted their thinking patters as a result of the trauma. He explains the treatment starts off with psycheducation and teaching coping skills, then addressing the “stuck points”. He explained that they help the clients break down thinking patterns from events, then usechallenging questions, identify cognitive distortions, use cognitive reframing, and put this all together into a challenging questions worksheet. He shared that once you have that framework in place, then you follow up on five themes which include: Safety, Trust, Power & Control, Esteem, and Intimacy, then work through stuck points in each of those areas. Finally, you work through the traumatic narrative and what you believed before and what you believe now. We discussed the five themes and how particularly discussed an intervention called the Trust Star, where the person picks aspects of someone's personality, and rates how that leads them to be more trusting of them or less. The breaks out of the all or none thinking around trust. Lastly, we discuss Matt's research into linguistic patterns in different DMS disorders throughout the various editions of the DSM. He also discusses his work group's research into having AI review vignettes and try to arrive at a diagnosis. He reported that Chat GPT did worse than chance, Claude was about as good as chance, and Gemini had a 97% rate of accuracy. We discuss AI and its use related to therapy. Matt Rensi, Ph.D., LPCC, is a licensed counselor in California, Oregon, and Idaho. He holds a Ph.D. in counselor education and supervision, often teaching at various universities. He currently works primarily with law enforcement, veterans, firefighters, and active duty military personnel. His primary focuses are PTSD, substance use, ADHD, marital or couples issues, and anything that may be associated with that cluster of struggles. Matt conducts research on various topics as part of an independent research team. He is a clinical partner with The Headstrong Project and the SOF Network. Matt is also a clinician at the Institute for the Advancement of Psychotherapy and its specialty center, the Bay Area Center for ADHD.

Excess Returns
The Pattern Is Staggering | Mary Ann Bartels on Why This Bull Market Is Just Getting Started

Excess Returns

Play Episode Listen Later Nov 23, 2025 55:19


In this episode, we sit down with Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels to break down her new 2026 outlook. We cover her long-term S&P 500 forecast, why she believes we are still early in a secular bull market, how technological innovation is fueling productivity and profitability, the risks she's watching in 2026, and the case for international stocks, gold, and diversification. Mary Ann also explains why skepticism suggests we are not yet in a true bubble, how valuations fit into today's market, and what investors should understand about cycles, inflation, and long-term compounding.Topics Covered• Secular bull markets and why the long-term trend still points higher• Whether today's market is following historic bubble patterns• AI, technology cycles, and the connection between innovation, productivity, and profits• Why skepticism means we are not yet near euphoria• The 2026 “reset” and how the presidential cycle could affect markets• Valuations, earnings trends, and interest-rate dynamics• Market concentration, structural changes, and the role of mega-caps• Growth vs value and why growth leadership may persist• Why international markets may be entering their own secular bull market• Inflation outlook, tariffs, and what the data now suggests• Private credit concerns and overall financial-system stability• Gold's surge, future targets, and its role as portfolio diversification• Portfolio construction, risk, and the importance of compounding for younger investorsTimestamps00:00 Market patterns, bubbles, and early-cycle dynamics01:00 Introduction02:00 Long-term S&P 500 outlook04:00 Historical bubble analogs and market psychology06:00 Skepticism vs optimism09:00 2026 reset and election-year dynamics13:00 Valuations and PE expansion17:00 Long-term valuation trends17:40 Innovation cycles and economic growth20:20 Productivity, AI CapEx, and profitability21:00 Technology adoption across industries22:20 Digitization and long-term tech layers22:30 Market concentration and structural changes25:00 Why corrections are more frequent27:20 Growth vs value31:00 International markets outlook36:00 Correlations, deglobalization, and opportunity38:40 Inflation short-term vs long-term40:30 Private credit and financial stability43:30 Gold outlook and targets45:40 Diversifying concentrated portfolios48:40 Crypto, private markets, and generational shifts49:20 Key risks for 202651:40 What most investors get wrong53:00 The one lesson for the average investor54:40 Closing

Sean White's Solar and Energy Storage Podcast
Unboxing Arco Solar Module with Jeff Spies

Sean White's Solar and Energy Storage Podcast

Play Episode Listen Later Nov 23, 2025 29:57


Episode on YouTube: https://youtu.be/MCd3-kJNa_s   In this episode, Sean White is joined by Jeff Spies and Deep Patel for a hands-on unboxing and deep dive into vintage Arco Solar modules from the early 1980s. The team shares the history, technology, and quirks of these classic solar panels, sharing stories and technical insights along the way. Key Topics Covered: The origins of Arco Solar Module Differences between various Arco models (M51, 16-2000, 16-2300) Carrizo Solar Power Plant Cell degradation Reason of encapsulant browning Evolution of module design. The importance of cell count for charging 12V lead-acid batteries and the move from 33 to 36 cells. Unboxing and examining the modules' physical features, including junction boxes, grounding, and serial numbers. Reach out to Jeff Spies here: Email: jeff.spies@planetplansets.com LinkedIn: www.linkedin.com/in/jeff-spies Website: www.planetplansets.com   Reach out to Deep Patel here: Email: dpatel@gogreensolar.com LinkedIn: www.linkedin.com/in/deeppatel Website: www.gogreensolar.com   Check out the podcast with Don Bilinski here: • Apple Podcast: https://podcasts.apple.com/us/podcast/arco-solar-with-don-bilinski-remembering-russ-campbell/id1441958371?i=1000736949407   • YouTube:  https://www.youtube.com/watch?v=nurs9Ucszro   • Spotify: https://open.spotify.com/episode/3K1MTsZRImkuBXnirG17V6?si=PeV-q4L9SEGUc2R-Ge_RPw&nd=1&dlsi=4f52b0250ec64be2    • Pandora:  https://www.pandora.com/podcast/sean-whites-solar-and-energy-storage-podcast/arco-solar-with-don-bilinski-remembering-russ-campbell/PE:1320680210?part=ug-desktop&corr=95823540019819880   • Podbean: https://whitehousesolar.podbean.com/e/arco-solar-with-don-bilinski-and-russ-cambell/     Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean www.solarsean.com/pvsi

New Life Romanian Church
Sami Crișan – Mulțumirea care învinge nepăsarea

New Life Romanian Church

Play Episode Listen Later Nov 23, 2025


Luca 17.11-19 11. Isus mergea spre Ierusalim şi a trecut printre Samaria şi Galileea.12. Pe când intra într-un sat, L-au întâmpinat zece leproşi. Ei au stat departe,13. şi-au ridicat glasul şi au zis: „Isuse, Învăţătorule, ai milă de noi!”14. Când i-a văzut Isus, le-a zis: „Duceţi-vă şi arătaţi-vă preoţilor!” Şi pe când se duceau, au […]

Business & Personal Development with Chris Haroun
Do you search for early hype growth companies, How to do research on cryptos, How do you short stocks and indexes and more.

Business & Personal Development with Chris Haroun

Play Episode Listen Later Nov 22, 2025 99:00


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: Do you search for early hype growth companies, How to do research on cryptos, How do you short stocks and indexes 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

Run Strong Run Podcast
From Hating the Mile to Every Woman's Marathon: Miriam's Journey to 2 Marathons by 30

Run Strong Run Podcast

Play Episode Listen Later Nov 22, 2025 31:32


Send us a textIn this heartfelt and inspiring episode of the Run Strong Run Podcast, Steph sits down with two-time marathon finisher Miriam Perales, who went from hating the mile in PE to crossing the finish line at both the Oakland Marathon and the Every Woman's Marathon by age 30.Miriam shares how running became her unexpected path to confidence, healing, and community—from early-morning miles in the Central Valley heat to joining thousands of women on the streets of Scottsdale. She opens up about running her first unofficial half marathon during COVID, pushing through the toughest miles of her full marathons, and discovering that there is no one “runner body.”Together, Steph and Miriam talk about:How Miriam went from casual jogger to marathonerThe power of run/walk intervalsThe emotional energy of the Every Woman's MarathonFinding courage in the back of the packWhy anyone—yes, anyone—can become a runnerIf you need a reminder that all runners count and that you can do hard things, this episode will speak straight to your heart. Expect encouragement, laughter, a few tears, and a whole lot of inspiration.✨ Helpful Links Mentioned in This Episode:Download your free 5:50 marathon pace band.Watch the full episode on YouTube.Join the Interval Running for Beginners course (Starting Smart & Strong).Connect with Miriam on Instagram: @mperales_066Support the showWelcome to the Run Strong Run Podcast! The show where I, Stephanie Dunlap, empower runners of all levels to lace up, chase their dreams, and cross every finish line stronger than ever. To join the discussion live, follow me on Instagram @runstrongrun, TikTok @runstrongrun, or on my website at runstrongrun.com About Stephanie: Stephanie is a beginner run coach, marathon pacer, and your number-one cheerleader! Stephanie went from couch potato to marathoner in 2012 and "Run Strong Run" was born. Since running her first marathon, she's run over 50 full marathons! Stephanie believes that ALL runners count from the fast to the back of the pack. In Stephanie's words, "If you run, you are a runner!"

Samoan Devotional
Fa'aaogaina O Le Mana O Le Atua (Using The Power Of God)

Samoan Devotional

Play Episode Listen Later Nov 22, 2025 4:58


OPEN HEAVENSMATALA LE LAGI MO LE ASO SA 23 NOVEMA 2025(tusia e Pastor EA Adeboye) Manatu Autu: Fa'aaogaina O Le Mana O Le Atua (Using The Power Of God)Tauloto Tusi Paia:2 Korinito 13:10 “O le mea lava lea ‘ou te tusi atu ai na mea, o lo‘o le i ai a‘u ‘iā te ‘outou, ‘ina ne‘i ‘ou fai fa‘amalosi pe a ‘ou i ai ‘iā te ‘outou, e tusa ma le pule ‘ua tu‘uina mai e le Ali‘i ‘iā te a‘u o ati a‘e ai ‘iā te ‘outou, ‘ae lē ‘ina ‘ia lepetia i lalo.”Faitauga - Tusi Paia:  Luka 9:52-56O nisi tagata ua o latou maua se vaega o le mana o le Atua ua o latou fa'aaogā sesē. Fa'ata'ita'iga; ona ua pā'ū'ū i lalo tagata ona o le faauuga i le taimi e faatino ai le galuega, o nisi auauna a le Atua o le a manana'o e pa'i atu i tagata tau lava ia faailoa ai o i latou ua i ai le fa'au'uga. O nisi fo'i e faatino fa'aaliga eseese i le taimi o galuega e fa'asa'oloto ai tagata. O nisi o i latou e fa'atautatala tagata o ulutinoina e temoni i fa'aleotele leo ia lagona atu ai e tagata tala a temoni o fai. O nei faiga uma e lē manaomia ma e sesē. O faifeau a le Atua e tatau ona tau lava o le tuliese o temoni mai tagata ma fa'asa'oloto i latou, e lē tatau ona o latou fa'amāasiasia tagata o loo taumafai e fa'asa'oloto ona o le manana'o e fa'aaliali o i latou e fa'au'uina. O le mana o le Atua e lē o se auupega mo se fa'asalaga peita'i e aumaia le olioli i loto o tagata. A avatu e le Atua ia te oe se vaega o lona mana, e mo oe e te avatu ai le ola i mea ua oti ma avatu ai le Viiga i le Atua, e le'i avatua e te fa'alialia vale ai, saili ai ni au mea, pe e te tauimasui ai. E mafai ona faaumatia ma fasioti i le mana ua avatu e le Atua ia te oe; peita'i e lē o le faamoemoe lea. O le mafuaaga lea e fa'ateletelegese ai ona tautatala le toatele o le au kerisiano matutua ma taumafai lava aua ne'i feita tusa poo a mea a tagata e fai atu ia i latou. Latou te lē manana'o lava e fa'aaogā le mana o le Atua mo se leaga. A avatu e le Atua ia te oe se vaega o lona mana, e te lē fealuai solo ai e faaumatia tagata e te manatu o ni ou fili.Fai mai le tusi o Efeso 6:12“Auā tatou te lē tau ma tagata, a o ali‘i sili, ma faipule, ma ali‘i o le pouliuli o lenei lalolagi, ‘atoa ma agaga leaga i mea o i le lagi.”O se ipu i le lima o satani i le asō e mafai ona avea ma ipu taua i aao o le Atua taeao. Afai na mafai e le Atua ona fa'aaogā Maria le Makatala, sa ia te ia temoni e fitu, e mafai fo'i ona Ia fa'aaogāina so'o se tasi e leaga. Pe ana fai na valaau e Setefano le oti ia o'o ifo ia Saulo a'o fasiotia o ia i lalo o le ta'ita'iga a Saulo, semanū e leai se Aposetolo Paulo. Fai mai Paulo i le upu tauloto mai le Tusi Paia o le asō, o le mana o le Atua e atia'e ai ae lē o le faaumatia.I le tusi faitau mai le Tusi Paia o le asō na manana'o Iakopo ma Ioane e valaau le afi e o'o ifo i luga o tagata Samaria ona latou te le'i talia Iesu, peita'i na fetalai atu Iesu ia te I latou na afio mai o Ia e Fa'aola ae lē o le fasioti. Le au pele e, o le finagalo o le Atua ia faaolaina tagata uma (1 Timoteo 2:4); E le finagalo o Ia e fano se tasi (2 Peteru 3:9). Afai ua Ia avatu ia te oe se vaega o lona mana, ia e fa'aaogā tau lava o le faataunuuina o lona finagalo, aua lava ne'i faaumatia ai se tasi. O le mana o le Atua e faaaogaina e faaola ma faamanuia i tagata, e lē faalialia vale ai pe faaumatia ai ola o tagata, I le suafa o Iesu, Amene.

Being an Engineer
S6E47 Brogan Miller | Being a Doula for Hardware Startups, Manufacturing in Asia, and How to Start Networking

Being an Engineer

Play Episode Listen Later Nov 21, 2025 44:24


Send us a textBrogan Miller, PE is a startup veteran, product engineer, and the founder of Doula Studios, a consultancy dedicated to helping early-stage hardware companies bring their ideas into reality. Calling himself a “doula for startups,” Brogan supports entrepreneurs as they navigate the often-chaotic birth of new products, offering hard-won wisdom, technical expertise, and a get-it-done mindset.Brogan's career path has been anything but ordinary. He's held pivotal roles as one of the earliest employees at several startups, including Sensel, AliveCor, Trove Foods, and Typhur, where he designed and launched everything from ultra-thin pressure sensors to a 200-pound electromechanical cooking system. As Head of Engineering at GaeaStar, he guided the company through critical product validation stages, building engineering infrastructure and supply chain resilience. His work has spanned continents, including a year living in Asia to shepherd product development on the ground.But Brogan's story is more than just shipping products. He's also deeply committed to education and community. As an adjunct lecturer at Stanford University, he has guided students in product design and engineering, while his earlier work in the Graduate School of Education led to the creation of seven open-sourced educational tools—one of which was acquired by Google. Beyond academia, he volunteers with organizations such as First Robotics and Youths of Africa Career Development, where he introduces Ugandan youth to engineering pathways and mentors the next generation of innovators.With a reputation as a jack of all trades and a master of one—getting things done—Brogan brings a unique lens on what it takes to turn bold ideas into successful products.LINKS:Guest LinkedIn: https://www.linkedin.com/in/brogan-miller/Guest website: https://www.doulastudios.com/ Aaron Moncur, hostAbout Being An Engineer The Being An Engineer podcast is a repository for industry knowledge and a tool through which engineers learn about and connect with relevant companies, technologies, people resources, and opportunities. We feature successful mechanical engineers and interview engineers who are passionate about their work and who made a great impact on the engineering community. The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us

Sprott Money News
Gold, Digital ID, and the Great Reset What's Next for Your Wealth | Andrew Sleigh

Sprott Money News

Play Episode Listen Later Nov 21, 2025 29:46


In this Ask Andrew podcast, Kellen Ainey is joined by Andrew Sleigh to discuss the real state of global markets, the AI bubble, and what's coming for the financial system. Andrew shares his deep insights on the illusion behind the stock market's highs, the danger of inflated P/E ratios, and the critical importance of holding physical precious metals. With looming bank bail-ins, the rise of digital ID, and a potential collapse of the fiat system, this episode is essential for those looking to buy gold, buy silver, or simply understand how to preserve their wealth. Topics include the price of gold, silver price movements, and why gold price and silver price trends reflect dollar weakness, not commodity strength. Don't wait until it's too late. Learn why gold and silver remain the only real money in today's system.

Grow Your Law Firm
Leveraging Local Advantage in Legal Marketing With Jon Robinson & Marc Rioux

Grow Your Law Firm

Play Episode Listen Later Nov 21, 2025 33:58


Welcome to episode 306 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Jon Robinson and Marc Rioux, no-BS marketing technologists with over a decade of proven success in the legal industry. Jon and Marc have built tech-first teams that handle every aspect of law firm marketing. Their work is tracked through dashboards that measure what matters, connecting marketing results to intake and operations in platforms like Litify and SmartAdvocate. Their mission is clear and ethical: help law firms gain more clients, deliver better client experiences, and provide full-funnel visibility for owners. As co-hosts of the Jon & Marc Podcast and frequent conference speakers, they share what works—and what doesn't—so firms can focus on out-executing their competition, not out-spending them. What to expect in this week's episode:   Omnipresent Branding in a Moving Market - Why firms must show up across channels as search fragments into AI, social, and local touchpoints - Practical ways to build memorable multi-touch awareness without out-spending competitors SEO+ for the AI Era - Keeping core SEO strong while adding credible brand mentions, list inclusions, and near-real-time iteration - How to make your content the source AI cites by injecting proprietary insights and local expertise Paid Media That Actually Converts - Maxing LSAs, defending brand terms, and when (not) to run non-brand PPC - Measuring full-funnel impact from click to signed case—not just "leads" Rebrands, Migrations & Reputation - Changing names/domains fast without losing equity—what to update and in what order - Turning reviews, PR, and community proof into durable advantage over PE-backed entrants Ops Alignment & Authentic Content - Connecting marketing to intake and case ops for higher close rates - Why real humans beat avatars for trust—and how to scale authentic content across channels Resources:  Website: jonandmarc.comLinkedIn: linkedin.com/company/jon-and-marc Facebook: facebook.com/profile.php?id=61578375167789 YouTube: youtube.com/@JonandMarc Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

Platform Chats
Building Better Rail: Lessons from Watford and AREMA's Rising Leaders

Platform Chats

Play Episode Listen Later Nov 21, 2025 36:54


In this episode, host Walt Bleser chats with the two latest Watford Fellowship recipients, Matt Kirby, PE, MLE, M.ASCE, AVP/Director - Rail Public Projects & Programs at Michael Baker International, and Daniel Rappaport, Civil Engineer III – RLE at Chicago Transit Authority. The Watford Fellowship Program gives grants to two young rail or transit professionals for the Watford Conference, an international conference on rail and transit design and operations.  The pair reflect on their experiences from this year's Conference in London, England. They also share their perspective on global rail projects after field trips to major British rail infrastructure projects as part of the Conference.  If you want to learn more about how AREMA helps professionals advance their careers, this is an episode you won't want to miss. 

Practical Founders Podcast
#171: Lessons from a 9-Year Bootstrap Journey to a Private Equity Exit - Darshan Rangegowda

Practical Founders Podcast

Play Episode Listen Later Nov 21, 2025 63:56


Dharshan Rangegowda, founder of ScaleGrid, left a decade-long engineering career at Microsoft to solve a painful database operations problem he had lived firsthand. After early missteps selling to enterprises, he shifted to helping developers manage MongoDB, Redis, and Postgres on the cloud, bootstrapping the business from scratch. ScaleGrid grew steadily through product depth, technical support, and Dharshan's mastery of SEO—becoming the top organic result for many key searches. The company expanded into multiple database engines, added a distributed engineering team, and reached 20 employees by 2021, serving both SMB developers and some enterprise teams.  Dharshan sold a majority stake to Spotlight Equity Partners during the pandemic after receiving an unsolicited offer, later stepping out of day-to-day operations while remaining on the board.  In this conversation, Dharshan shares hard-earned lessons about product-led growth, support as strategy, SEO as a long-game advantage, and how bootstrapped founders can build meaningful outcomes in massive markets.  Key Takeaways SEO Power: SEO remains a long-term growth engine for bootstrappers because big VC-backed companies rarely have the patience to compound it. Support as Strategy: Deep, responsive technical support became ScaleGrid's differentiator and directly informed product innovation and content. Start at the Edges: Enterprises won't buy from a one-person startup, but edge users with urgent problems will — and they become your early beachhead. Bootstrap Constraints: Founder over-frugality can limit growth; strategic delegation and early team building prevent burnout and plateauing. This Interview Is Perfect For Bootstrap SaaS founders Technical founders selling to developers Founders stuck in early traction or slow growth Anyone considering a PE exit or multi-year acquisition process Quote from Darshan Rangegowda, founder of ScaleGrid "You can't take random people and make them an entrepreneur. You have to want to be an entrepreneur and want to be on your own. You have to enjoy the freedom and the risk and the upside that comes with it and the unmitigated downside as well. You have to accept and be comfortable with it.  "You want to be on your own so you can try things. You are constantly looking at problems and new solutions. You want to be around people who like that sort of process: Here's a new problem and here's a new solution.  "But the most important thing you have to do as an entrepreneur is you have to add value to your customers. And most people forget that." Links Dharshan Rangegowda on LinkedIn ScaleGrid on LinkedIn ScaleGrid website Spotlight Equity Partners (acquirer) Allied Advisers (M&A advisor) AngelPad Accelerator Podcast Sponsor – Designli This podcast is sponsored by Designli, a digital product studio that helps entrepreneurs and startups turn their software ideas into reality. From strategy and design to full-scale development, Designli guides you through every step of building custom web and mobile apps. Learn more at designli.co/practical. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

Talking Real Money
Good Enough

Talking Real Money

Play Episode Listen Later Nov 20, 2025 31:48


You and Tom spend this episode unpacking a surprisingly liberating idea for investors: that average is good enough. Kicking off with your own story about a two-star podcast rating, you two stumble into a bigger truth—most people are chasing a level of portfolio perfection that doesn't matter. Christine Benz's Morningstar piece becomes the backbone of the discussion, contrasting “maximizers” (engineers, tinkerers, over-optimizers) with “satisfizers” (simple, diversified, sane). From there you hit Tesla's trillion-dollar pay package drama, Bito's goofy “dividends,” SGOV vs. CD ladders, fears about private equity sneaking into retirement plans, and a few classic Don-and-Tom tangents. The message: stop overthinking, build a sensible portfolio, and go live your life. 0:04 Don's two-star review existential crisis and the epiphany about doing things for joy 1:16 Why being “average” in investing (and life) is perfectly fine 1:45 Elon Musk compensation debate and ETF shareholders not getting a vote 3:12 Don's “brilliant raving lunatic” take on Elon and Tesla's dominance 4:38 The kings of tangentiality finally introduce the show 5:55 Christine Benz and the “Good Enough Portfolio” philosophy 6:36 Maximizers vs. satisfizers explained (plus Bogle bobbleheads) 8:53 Why over-optimization rarely improves results 9:56 Happiness and second-guessing: satisfizers win 11:22 Time costs, tax worries, and the illusion of finding a perfect portfolio 12:33 Two-fund vs. ten-fund portfolios and why simplicity works 13:55 Working harder doesn't usually make you richer—your job does 14:25 Listener letter: long-time fan from Silverdale reminisces about 1988 15:26 Tom recalls being put on the air after several glasses of wine 16:03 Acorns user asks about BITO's wild “dividends” 18:10 Why BITO's payouts are actually return of capital and cannibalization 19:58 BITO's volatility roller-coaster (standard deviation 53) 20:12 SGOV vs. CD ladders for short-term retirement cash 22:07 Why emergency funds shouldn't sit in a Roth IRA 22:58 Listener concerned about private equity creeping into 401(k)s 23:52 PE risks, political pressure, and greater-fool concerns 25:27 Don thanks listener “AlwaysLearning1953” for the positive review 26:49 Murder of Crows, sound effects, and the power of scary crows 27:36 New Tales Told update—more stories on the way 28:38 Saturday live show reminder and flyover banter 28:58 Don's Kansas/Leavenworth childhood story detour Learn more about your ad choices. Visit megaphone.fm/adchoices

Bulletproof Dental Practice
Don't start planning your exit too late!

Bulletproof Dental Practice

Play Episode Listen Later Nov 20, 2025 52:15


The Bulletproof Dental Podcast Episode 415 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION In this episode, Peter Boulden and Craig discuss the critical importance of succession planning for dentists, emphasizing that every dentist will eventually need to consider their exit strategy. They explore various pathways for transitioning out of practice, including selling outright, forming partnerships, or selling to private equity. The conversation highlights the significance of understanding practice value, the emotional aspects of selling, and common mistakes to avoid in the planning process. The hosts encourage proactive planning to maximize the value of a dental practice and ensure a smooth transition. TAKEAWAYS Succession planning is essential for all dentists. Timing is crucial in the succession planning process. The value of a practice is often tied to its goodwill and assets. Selling a practice without proper planning can lead to significant losses. Partnerships can provide a smoother transition and better value. Private equity can offer liquidity but comes with risks. Emotional states can cloud decision-making in practice transitions. Clear financial records are vital for successful transitions. Investing in practice growth can enhance future sale value. Planning for succession should start early in a dentist's career. CHAPTERS 00:00 The Importance of Succession Planning 03:39 Understanding Practice Value and Transition Risks 06:31 Exploring Exit Pathways for Dentists 10:21 The Partnership Path: A Long-Term Strategy 14:43 Private Equity: Pros and Cons 20:34 Navigating the Complexities of Selling to PE 27:46 Understanding Liquidity Events and Their Impact 30:18 Optimizing for Different Business Paths 32:52 Investing for Growth and Value Creation 35:24 Avoiding Common Mistakes in Dentistry 37:09 The Importance of Planning for the Future 43:36 Building Successful Partnerships in Dentistry 50:22 Final Thoughts and Future Endeavors REFERENCES Bulletproof Summit Bulletproof Mastermind  

Short Term Rental Secrets Podcast
How to Build an STR Business That Survives, Scales & Actually Sells | The STR Scale Show with Mike Reilly | Ep 33

Short Term Rental Secrets Podcast

Play Episode Listen Later Nov 20, 2025 17:32


Your STR business is worth more than you think—if you build it the right way.In this episode, we break down the difference between operators who burn out… and operators who build real companies that survive, scale, and eventually sell for life-changing money.We also cover the hard lessons from companies that grew too fast, collapsed, or went bankrupt—and how to avoid their mistakes.In this episode you'll learn:• Why your STR business already has real enterprise value• What happens if everything lives in your head (and how to fix it)• The operational mistakes that bankrupted a fast-growing STR company• How to build systems that survive without you• What buyers REALLY look for in an STR business• The path to a 7–8 figure STR exitIf you want help building an STR business that actually runs without you — and is worth something one day — click the link below:https://go.strsecrets.com/podcast?utm_source=Podcast&utm_medium=Captivate&utm_campaign=T033&utm_content=STRS00:01:41 - Sonder going bankrupt00:03:15 - talking about exits / long hold / vision00:05:09 - private equity, Blackstone, KKR, etc.00:06:47 - Vacasa, hyper-local focus, selling to PE00:08:47 - SOP playbook, fear of death, what happens if you're gone00:10:20 - CEO role, brand, numbers, game plan00:12:00 - not as easy as it looks, 70% with PMs 20+ units00:13:19 - PE criteria, churn, “can somebody else run my business?”00:14:55 - Built to Sell, books, contracts, “you not being the system”Get FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

HALO Talks
Episode #575: Scaling Planet Fitness-Lessons in Execution and Growth from CJ Bouchard

HALO Talks

Play Episode Listen Later Nov 20, 2025 41:21


In this episode of HALO Talks, industry veteran CJ Bouchard opens up to host Pete Moore about the realities of entrepreneurship in the fitness industry, sharing candid stories of risk, resilience, and what it really means to build from the ground up. From betting his savings on a fledgling franchise in North Carolina and initially making daily two-hour commutes, to pivoting and learning tough lessons about club size, site selection, and market expansion, CJ reveals how grit, adaptability, and a clear mission have fueled Excel Fitness's phenomenal growth. Planet Fitness (NYSE:PLNT) is one of the largest and fastest-growing operators of fitness centers in the U.S, and Excel Fitness Holdings is one of their largest franchisees currently operating 150+ clubs in Austin, Dallas/Ft Worth, Tulsa, Northwest Arkansas, North Carolina, Tennessee, Utah, Georgia, and Virginia. Their mission is to build a team culture and atmosphere constructed on trust, humility, and strong relationships, always leading by example and putting others first with the utmost integrity, dedication, and accountability. Pete and CJ also dive into how partnering with private equity has transformed the business, what it takes to be a successful operator in today's market, what to expect when working with a PE firm, and the importance of building a strong team and community-driven approach. CJ also shares the meaning behind his "Hope is not a strategy" tattoo, and why execution—not wishful thinking—remains his guiding principle. Whether you're a club owner, aspiring HALO sector entrepreneur, or curious about how major fitness brands expand, this episode is packed with actionable insights, real-world advice, and plenty of inspiration from one of the industry's top leaders. Key themes discussed Entrepreneurial journey and early struggles in fitness industry. Evolution and disruption of the Planet Fitness business model. Challenges involved in club building and expansion. The critical importance of location for a gym's success. Strategic growth: Acquisitions, private equity, and territory development. Leadership style: Clarity, vision, and execution over hope. A Few Takeaways: 1.Entrepreneurial Grit & Humble Beginnings: Bouchard started in the fitness industry as a personal trainer without a college degree, working in Connecticut's gym scene and grinding through tough times. He didn't take a paycheck for two years and put payroll on credit cards when launching his first Planet Fitness in North Carolina. Real entrepreneurship often means sacrifice, resilience, and relentless commitment. 2. Evolution from "Hardcore" Gyms to Disrupting the Market: CJ's transition from traditional gyms (Gold's, World Gym, etc.) to Planet Fitness highlights a change in business philosophy. It went from focusing on "results" to focusing on "access." He recognized Planet's disruptive model early on, betting on a concept that many were skeptical about and ultimately building one of the largest Planet Fitness area development companies in the country. 3. Importance of Site Selection and Operational Knowledge: Both Bouchard and Moore emphasized how crucial it is to understand the nuances of real estate, site selection, and the operational details of running clubs. The value of personally touring sites and knowing the history and layout of each location is essential. Software and reports can't replace firsthand experience. 4. Strategic Growth: Mergers, Acquisitions & Private Equity: Under CJ, Excel Fitness strategically expanded through acquiring clubs, merging with other operators, and partnering with private equity (Olympus Partners.) CJ shared how growth now includes both new club development and acquisitions of existing gyms (like Texas Family Fitness), always with an eye on preserving legacy and community as much as possible. 5. Culture, Team, and Values: CJ's leadership philosophy stresses execution, daily engagement in operations, and a moral compass focused on building communities through fitness. His tattoo "Hope Is Not a Strategy" clearly shows his belief in preparation and action, not relying on luck. He also spoke passionately about valuing long-term employees and creating opportunities for others in the organization. Resources:  CJ Bouchard: https://www.linkedin.com/in/cj-bouchard-9ba3aa7 Excel Fitness: https://www.excelfitness.com Planet Fitness: https://www.planetfitness.com Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com

The Dividend Cafe
Tuesday - November 18, 2025

The Dividend Cafe

Play Episode Listen Later Nov 18, 2025 6:45


Market Decline and Economic Data Updates - November 18, 2023 In this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, California, on a market downturn with the DOW, S&P, and Nasdaq all experiencing declines. He discusses the ongoing shift from growth to value stocks and highlights the significant market valuations of some major companies. Despite poor economic data reporting due to government delays, there is a noted cooling in the labor market and mixed signals in housing market confidence. Fed officials continue to focus on inflation concerns, reducing the likelihood of a rate cut in December. Brian also explains valuation metrics like revenue multiples and PE ratios to help understand market valuations. 00:00 Introduction and Market Overview 00:43 High Valuation Concerns 01:46 Economic Data and Labor Market 02:43 Home Builder Confidence and Fed Updates 03:41 Understanding Financial Terminology 05:08 Conclusion and Sign Off- Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Overthink
Loneliness

Overthink

Play Episode Listen Later Nov 18, 2025 59:23


How can we explain the rise of loneliness in our world? In episode 148 of Overthink, Ellie and David discuss the difference between loneliness and solitude, how loneliness could help explain the rise of fascism in the US, and the public health implications of loneliness. What is the male loneliness epidemic, and does it truly exist? Does the state have a moral obligation to address the loneliness of its citizens? And do we have a fundamental human right to connection? In the Substack bonus segment, your hosts get into the etymology of loneliness and discuss the type of companionship that animals offer humans.Works Discussed:Hannah Arendt, The Origins of TotalitarianismKimberley Brownlee, Being Sure of Each Other: An Essay on Social Rights and FreedomsBouke de Vries and Sarah A. Rezaieh. “Political Philosophy and Loneliness”Bouke de Vries, “State Responsibilities to Protect us from Loneliness During Lockdown”Samantha Rose Hill, "Where loneliness can lead"Zohar Lederman, “Loneliness as Lack of Solidarity: The Case of Palestinians Standing Alone”Emmanuel Levinas, Otherwise than BeingDavid M. Peña-Guzmán and Rebekah Spera, Professional Philosophy and Its MythsFriedrich Nietzsche, The Gay Science Jill Stauffer, Ethical Loneliness: The Injustice of Not Being HeardLars Svendsen, A Philosophy of LonelinessEnjoy our work? Support Overthink via tax-deductible donation: https://www.givecampus.com/fj0w3vJoin our Substack for ad-free versions of both audio and video episodes, extended episodes, exclusive live chats, and more: https://overthinkpod.substack.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

City Cast Denver
Inside Denver's Biggest Debates: Nuclear Power at DIA, More Lanes for Peña Blvd, and Mayor Mike ‘Icing Out Council'

City Cast Denver

Play Episode Listen Later Nov 17, 2025 29:54


Earlier this month Denver voters approved the Vibrant Denver bond, saying yes to some ambitious city projects -- like the ⁠Denver American Indian Cultural Embassy⁠, which will be built in Montbello. City council also recently approved a study to look at ⁠potentially widening Peña Boulevard⁠ and Mayor Johnston and Denver International Airport CEO Phil Washington announced plans to look at ⁠bringing nuclear power⁠ to the airport. These projects are going down in Councilwoman Stacie Gilmore's District 11, and she's got a lot to say about it. Gilmore joins host Bree Davies to dig into these city plans, plus share why she thinks ⁠the mayor's layoffs⁠ are having lasting effects on the trust those workers put into local government.  Bree mentioned a recent episode we aired about ⁠AI Data Centers⁠, and the Denver Post editorial board's ⁠comments on Gilmore and the city layoffs⁠. Oh, and be sure to grab a ticket to our first-ever The Denver-est Denver Awards, presented by our friends at Denver Health! You're cordially invited to attend a fancy holiday party slash formal awards show celebrating the very best of Denver on Dec. 18 at The Oriental Theater. City Cast Denver Neighbors will have received a discount code in the inbox, but everyone can ⁠buy tickets now!⁠ And we need your help picking the winners, too! ⁠Nominate your faves⁠ in our six big categories! For even more news from around the city, subscribe to our morning newsletter Hey Denver at ⁠denver.citycast.fm⁠.  Follow us on Instagram: ⁠@citycastdenver⁠ Chat with other listeners on reddit: ⁠r/CityCastDenver⁠ Support City Cast Denver by becoming a member: ⁠membership.citycast.fm⁠ What do you think? Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Learn more about the sponsors of this November 17th episode: ⁠Simply Eloped⁠ ⁠Denver Botanic Gardens⁠ ⁠Denver Health⁠ Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at⁠ citycast.fm/advertise⁠