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Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Products here in Europe. Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist. Paul Walsh: And today, we're looking at whether European equities have more room to broaden – as markets assess the implications of a potential U.S.-Iran deal and a reopening of the Strait of Hormuz.It's Monday, June the 29th at 10am in London. Marina, it's always great having you on. And for our listeners out there, I think they'd be interested to hear that if we look at Europe's performance year-to-date, it's now on a par to the S&P. So, both indices are up somewhere between 7 and 8 percent year-to-date. So, Europe is starting to stage something of a comeback from the conflict lows. And so, what's driving this? And are we beginning to see inflows into Europe again? Marina Zavolock: So, I'm going to give a two-part answer to this. Firstly, Europe has a lot of the same exposure as the U.S., so that is part of the reason… I know that Europe has this kind of reputation for not having a lot of tech exposure; but we do have tech exposure… Paul Walsh: We do. Marina Zavolock: Not to the same degree as the U.S., but, let me just give you some numbers here. So, we have a number of sectors heavily exposed to the AI CapEx boom. These are led primarily by the semis sector in Europe, tech hardware, cap goods, and metals and mining; specifically, copper has a link to AI as well. And those sectors, let's say roughly they make up at this point about 15 percent weight of our index. And if you look at that year-to-date performance that's on par with the U.S., almost 90 percent of it is made up from these sectors.Paul Walsh: Yes. Marina Zavolock: So, these sectors have moved just as aggressively as many of the AI pockets within the U.S. That's the answer that's kind of similar to the U.S. The answer that's a bit different is that we get from time to time, over the years actually, but we had a very big one earlier this year. We get these waves of interest in Europe because investors start to think about diversification. So… Paul Walsh: That's right. The broadening. Marina Zavolock: Yes. So, they... And we've called for broadening recently on the back of this, Iran-U.S. MOU. But this broadening has other drivers as well. So when we felt this wave of interest in diversification, and we saw the flows coming into Europe earlier this year, the driver was initially because the Mag7 was kind of going choppy and sideways. So, that just drove diversification out of Mag7 and into equal-weighted S&P, but that also always benefits Europe. Or tends to benefit Europe. But also, we had this wave of interest in real assets earlier this year; and Europe has a higher share of real assets than the U.S. Now, at this moment, I am sensing that we are getting that pickup in broadening interest once again from my feedback with investors. You had this MOU, which was the initial trigger. You have oil prices, broadly, they're falling. That's helpful as well. But I think the biggest driver of what's driving this diversification interest at this moment is actually the volatility that we're seeing in the AI complex. Paul Walsh: Mm. Marina Zavolock: So, what a lot of the feedback I'm getting these days from investors that are coming back to Europe after focusing primarily on the U.S. is, ‘Look, I have a lot of AI in my portfolio. I like my AI exposure. I'm not looking to get rid of it or to sell it, but incrementally, I'm a little bit worried about this volatility. And I'm looking to broaden my exposure. What do you like in Europe to help me diversify away from this kind of volatility that we're seeing now?' Paul Walsh: And I think that's a great segue, Marina, to my second question, because with Europe having really kept pace with the S&P year-to-date, the question that really is going to be asked is the sustainability of that relative performance. And when we think about a backdrop here in Europe of pretty low economic growth, the market continues to be worried about rate hikes given recent inflationary dynamics. And as you've articulated there, tech has played a very significant role here in Europe as well in terms of driving markets higher. So, you've alluded to it in a few of your comments already, but how sustainable do we see this as being? Marina Zavolock: It depends on AI, to be honest with you. So, if AI starts to really move up at an aggressive pace like it was earlier this year, then it's hard for Europe to outperform given our exposure. But if that starts to move up at a more moderate pace, Europe has a chance to do very well. Paul Walsh: Mm. Marina Zavolock: I think there's a lot of misperceptions when it comes to European equities. And outside of AI, actually there's quite a lot of strength. So, misperception one, you've mentioned it, which is basically: Oh, look at our PMIs, look at our GDP growth. Why bother with European equities? I think this is maybe what some U.S. investors may think. But just like in the U.S., the equities market, and maybe even more so, the equities market in Europe – it is not the economy. Paul Walsh: Mm. Marina Zavolock: So, we just published our global exposure guide over this past weekend, which Morgan Stanley has been running 29 iterations of this guide. Europe's exposure to Europe is pretty much at historical lows over decades. Europe's exposure to Europe as a percent of revenues is now 45 percent of revenues … Paul Walsh: Yeah. Marina Zavolock: ... is European exposed. The rest is very global, including the U.S. Um, Europe, uh, Of that 45 percent domestic, a lot of that is banks, some defensive sectors. Only a very small sliver is actually consumer-oriented sectors that would see earnings downgrades on the back of ECB hiking, for example. So, I think people may also be surprised to know that consensus earnings growth for Europe this year is over 16 percent. Paul Walsh: Mm. Marina Zavolock: It's really healthy. Paul Walsh: It's pretty healthy. Marina Zavolock: I know the U.S. is over 20, but Europe is over 16 percent. These kinds of ideas of, you know – we have a shortage of energy and therefore our earnings are going to be down – they're misperceptions. Because actually, as long as oil doesn't spike to, I don't know, [$]150. If it stays within a healthy range, call it [$]70 to 90, that's actually a very good environment for Europe because we have a lot of real assets. We have the banks which benefit from higher inflation because they trade on the steepness of the curve. And we have some AI exposure. If you add up those three things, which all benefit from inflation, that's 60 percent of our earnings pie.Paul Walsh: Right. Marina Zavolock: Hence, Europe's actually doing really well. And I'll just mention one other thing. Earlier this year, we broke out of a structural downtrend discount; that range that we were trading in versus the U.S. So, for almost 10 years, Europe's discount was just going wider and wider and wider and wider. And as of January 1st, this year, on a like-for-like basis, so sector neutral excluding Mag7, we broke out of that structural downtrend, and we keep seeing a narrowing. Paul Walsh: Yeah. Marina Zavolock: So, if you're going to broaden, it actually makes a lot of sense to look at Europe, where we have these discounts, and we have value, and we have growth. Paul Walsh: Yeah. So, the point there being the relative valuation discount of Europe to the U.S. has been actually closing a little bit more recently. Final question from my side. You have obviously recently refreshed your sector model. We have talked about the broadening in our conversation today. What are you advocating to your clients out there in terms of relative sector preferences? Marina Zavolock: Yeah. So, we run a data-driven model. Just briefly, we look at things like earnings revisions breadth – works really well as a leading indicator in Europe; a leading indicator for future earnings as well. Consensus price target revisions breadth, balance sheet measures. We look at a number of different things, AI exposure. And basically, I'll just give you the top sectors in our model now. Semis number one, metals and mining number two, led by copper. Paul Walsh: Mm-hmm. Marina Zavolock: Banks number three. I think banks, for me, it's a key diversification play. Paul Walsh: Yes. Marina Zavolock: A big differentiator. And trading on 10 times PE with very high distributions, buybacks and dividends, low teens earnings growth upgrades. Front of the line on AI adoption and seeing that ROI coming through. Cap goods, number four, that's also led by AI exposure. Paul Walsh: Yeah. Marina Zavolock: And then I'll just mention lastly, utilities is an overweight as well. That's also a little bit AI linked, but very, very under-owned; lagging the trends we've seen in the U.S. And broader based in terms of the positives there because we also have this drive for renewables, which is coming back. Paul Walsh: Marina, always, we value your insights highly. Thanks as always for taking the time to talk. Marina Zavolock: Great speaking with you, Paul. Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And please do share the podcast with a friend or colleague today.

It's one of the greatest films ever made. Doug has seen it more times than he can count. And for years, he's been waiting for the moment his daughter was ready. This Father's Day weekend, it happened, but not before they worked their way through Batman Begins first. The Batman Begins debrief alone is worth the price of admission: Natalie still doesn't understand why Bruce Wayne's parents had to die and genuinely wondered whether Batman was going to kill Rachel and Alfred in the film. She also thought that Batman can, apparently, talk to bats. Then came The Dark Knight. Doug prepped her on the Joker's philosophy, the importance of Batman's no-kill rule, and the practical effects behind the hospital explosion, which Doug and Jill actually witnessed being filmed when they lived downtown Chicago. Natalie handled the pencil scene with more composure than expected. She processed the ferry sequence. She understood the stakes, and spent the entire climax waiting for Bane to show up. And when it was over, she looked at her dad and said: "I see why you like it." Ten years. Worth every second. Also this episode: a genuinely great question — if you could go back to high school or college and take one class again with everything you know now, which class would you choose? Justin picks social studies, psychology, astronomy, and a very specific European history class he completely wasted. Doug picks management 101 with a professor he truly despised and would absolutely challenge every single day, and seventh grade PE, where his coach regularly called him names that would end careers today. Plot twist: years later, that same coach applied for a job at Doug's brother's school. Doug's brother said no. Justice is real. Plus: a dump truck parked in front of a blind hill with "Trust in the Lord" written on the back, Jesus as a Marvel Rivals support player, and Meccha Chameleon — a $6 Steam prop hunt game where you paint yourself to blend into the scenery and it is immediately one of the best six dollars Doug has ever spent. Justin needs a PC. Doug has thoughts. The movie audio clip guessing game returns with quotes from Wall Street, The Big Short, and The Golden Child including one of the most specific movie pulls in the history of this show. This week's recommendations:

AI is reshaping the consulting industry faster than the internet or remote work ever did. Some say the industry's days are numbered. So why are Anthropic and OpenAI building PE-backed consulting firms of their own? And how will private equity firms and the companies they own feel the change? We get into what AI is actually doing to the consulting industry, why it's hitting faster than any tech shift before it, and how consulting firms are using AI to transform themselves to stay ahead of their clients. If you're an investor, an operator, a consultant, or just trying to figure out where the AI transition leaves you, this episode separates the signal from the noise. Joining Devin is Matt Umscheid, CEO of Investor Group Services, a consulting firm supporting hundreds of middle market private equity firms. Matt is a former consultant, operating partner, and three time PE-backed CEO so he's seen the consulting model from every seat that matters. For more information, visit their website (https://igsinsights.com/) or LinkedIn (https://www.linkedin.com/company/igsinsights/)

The FTC just notched its second win against the biggest roll-up in anesthesia history. Welsh Carson settled first. Now USAP. So who actually won, and who pays next? Joe Rodriguez sits down with Randy Moore and Gary Keeling for the kind of conversation that usually happens at the bar after the conference, not on the record. No "where did you go to school" warm-ups. Just three operators reading the headlines everyone else is misreading. Gary drops the frame that defines the episode: this is two Goliaths at war. Private equity built 70 percent market share with borrowed money. Insurers answered with the No Surprises Act and rate cuts. Now IDR is swinging back, hospitals are eating the shortfall through subsidies, and the FTC just stepped into the ring. Anesthesia providers are standing in the middle of all of it. Then the gloves come off on the anesthesiologist assistant fight. Sixty bills in thirty years. Gary says there's enough work for everybody and braces for the hate mail. Randy makes the case that should worry every workforce planner in the country: this shortage isn't a cycle anymore, it's structural, and it's not normalizing for five to seven years. Joe closes with the contrarian bet he's making with his own money. If you book the cases, staff the rooms, or sign the subsidy checks, this episode is your briefing. Takeaways The FTC win is a settlement, not a verdict. USAP admitted no fault and the terms are still being executed. The real signal is that the roll-up playbook now carries regulatory risk that didn't exist a decade ago. The Goliath framework: insurers wanted fragmented anesthesia markets they could play against each other. PE consolidated to fight back. The NSA flipped leverage to insurers, IDR is flipping it back, and hospitals absorb every swing through subsidies. PE's debt structure is the tell. Buy with borrowed money, load the debt onto the asset, run admin on a skeleton crew, jettison through bankruptcy when it breaks. Margin expectations beyond 6 to 15 percent in a service business are the warning sign. AA legislation has a 30-year losing record. Roughly 60 attempts, 47 straight failures from 2010 to 2019, and only 5 of 40 passed in 2025 during a historic shortage. If it was going to break through, that was the year. Randy's call: the workforce shortage is structural, not cyclical. Every CRNA program is expanding cohorts and demand still outruns supply. No meaningful normalization for five to seven years. The pipeline counterweight: 147 nurse anesthesia programs with 17 more coming. Joe's on the record preparing for demand growth to slow. Cycles always turn. Gary's operator test: the 2 percent of groups with excess staff aren't lucky, they built culture and systems. Everyone else is churning providers and renting locums at whatever price locums name. Want more Dr. Joe Rodriguez? Tik Tok: @jrodcrna21 Instagram: @jrod.crna & @abouttherestpod YouTube: @AboutTheRest Thanks for my co-hosts: Randall Mooore, DNP, MBA CRNA are Executive VP of Strategy and Chief Anesthetist Officer, former AANA CEO. Gary's is VP of Anesthesia Services, Revenue Cycle Management To Learn More about Human Content Visit: ⁠⁠⁠http://www.human-content.com⁠⁠⁠ To Learn More about About The Rest Visit: www.abouttherest.com Got a Question? hello@abouttherest.com Part of the Human Content Podcast Network Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Rodriguez sits down with Randy Moore and Tracy Young, to work through the week's hardest stories. Let the spicy takes flow! Reimbursement: UnitedHealthcare stops paying for physical status. Oklahoma and Louisiana fight back with legislation. Tracy makes the case that anesthesia has been commoditized, and that hospital subsidies taught payers they never have to pay full price. Private equity: California and Oregon pass laws to curb PE in medicine. Tracy argues we legislate against bad actors instead of punishing them. Randy defends consolidation, then explains why the Oregon deal was a playbook of what not to do. And the line nobody else will say: hospitals don't fire anesthesia groups that are doing a good job. Workforce: AA bills fail in Iowa and Minnesota. Joe argues the entire AA strategy asks the wrong question. Tracy disagrees with both hosts and predicts a sorted market: CRNA-centric facilities on one side, MD and AA medical-direction models on the other, driven by math, not preference. Plus: why anesthesia companies obsessed with growth keep losing contracts, and why CRNA residents work full-time hours unpaid while physician residents draw a salary. Takeaways: Hospital subsidies are functioning as a defacto safety net for the entire industry. They are the mechanism that lets payers keep cutting. Every subsidy dollar confirms someone else will cover the gap. Differentiation in anesthesia is no longer simply price. It is recruiting and retention, full stop. Culture is the product. Hospitals don't replace groups that are performing. If a contract gets shopped, there was a problem, whatever the press release says. Growth without product is a failure of leadership. The large groups losing contracts did it to themselves. The workforce will sort itself in the next decade. The average anesthesiologist is 55. CRNA graduation just crossed 3,000 for the first time.  Profit motive is not a disease. Imbalance is. Everyone you've ever hired has a profit motive, including you. Want more Dr. Joe Rodriguez? Tik Tok: @jrodcrna21 Instagram: @jrod.crna & @abouttherestpod YouTube: @AboutTheRest Thanks for my co-hosts: Randall Mooore, DNP, MBA CRNA are Executive VP of Strategy and Chief Anesthetist Officer, former AANA CEO. Tracy Young: Incoming President of the American Association of Nurse Anesthesiology To Learn More about Human Content Visit: ⁠⁠⁠http://www.human-content.com⁠⁠⁠ To Learn More about About The Rest Visit: www.abouttherest.com Got a Question? hello@abouttherest.com Part of the Human Content Podcast Network Learn more about your ad choices. Visit megaphone.fm/adchoices

A rugby World Cup winner walks into a room full of people who defend networks for a living. Maggie Alphonsi joins me to talk about breaking barriers, leading with your strengths, and what changed the day athletes stopped waiting for the back page and started telling their own stories.

A single design error on a commercial solar project can cost $60,000 to $70,000 to fix. Scott Wyssling and Catherine Kelso of Wyssling Consulting explain what quality design actually looks like, why AI cannot replace a licensed engineer reviewing plans, and how battery integration really fits into commercial solar today.In this episode, Tim Montague sits down with Scott Wyssling, founder and principal at Wyssling Consulting, and Catherine Kelso, Director of Commercial Design and electrical engineer at the firm. Wyssling provides structural and electrical engineering and design for residential and commercial solar and storage projects across the United States. With 75 employees and an engineer-owned, engineer-led structure, the firm has built its reputation on quality control, fast turnaround, and a refusal to treat the PE seal as a formality.With the ITC safe harbor deadline pushing a construction boom through 2027, the pressure to move fast is real. Scott's point is direct: speed without engineering integrity creates liability that lands on the EPC and installer, not just the firm that signed the plans.What you'll learn in this conversation:Why a single design error on a commercial project can cost $60,000 to $70,000 to fix, and how $3,000 to $4,000 in better upfront engineering eliminates that risk entirely.How Wyssling's QAQC process actually works, including internal peer reviews and a 20% audit of already-delivered projects, and why that sets a different standard than automated or outsourced design.Why Catherine Kelso says battery integration is simpler than most EPCs expect, whether you're retrofitting storage onto an existing system or designing it in from day one, and what to watch for when choosing a manufacturer.Scott Wyssling's direct case against letting AI replace hands-on engineering review, and why a licensed PE needs eyes on the actual roof, the actual photos, and the actual electrical equipment.How 15 to 20 year old solar farms are creating a new engineering challenge as 600-volt inverters age out in a market now built around 1,000 and 1,500-volt equipment, and why this only grows from here.Quality control gets treated as optional right up until a six-figure correction lands on your desk. This episode gives you concrete criteria for telling a serious engineering partner from a shortcut operation before you sign anything.Connect with Guests Website: https://www.wysslingconsulting.com/Scott LinkedIn: https://www.linkedin.com/in/scott-wyssling-5b2aa77/Catherine LinkedIn: https://www.linkedin.com/in/catherine-kelso-pe-997b014a/ Support the showConnect with Tim  Clean Power Hour  Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email:  CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems.  Learn more at www.chintpowersystems.com

We invited a PE guy onto the podcast. Please hold your tomatoes.Johnny Hilbrant, the internet's favorite parody of the private equity finance bro, joins Liat to break down why "private equity" has become a dirty word in behavioral health, what PE actually is in plain English, and what the behavioral science of wealth, status, and rich guy energy can actually teach us about ourselves.Tune in or miss the F out!Behavior Concepts Covered:Functional Behavior AssessmentReinforcementMotivating OperationsMatching LawSocial ValidityStimulus ControlVerbal BehaviorConnect with Johnny!InstagramTikTokYoutubeX/TwitterLinkedInCameo Connect with Behavior BitchesInsta: @behaviorbitchespodcastFacebook: Behavior Bitches PodcastWebsite: BehaviorBitches.comContact Us: For podcast inquiries, episode ideas, or just to say hi, email us at behaviorbitches@studynotesaba.com Leave us a 5-star review in the Apple Podcast App so we can read it to everyone during our episodes and make us super happy!Looking for BCBA Exam Prep or CEUs?• Whether you need help passing the BCBA exam or are looking to earn CEUs, Study Notes ABA has you covered. Check out our website for comprehensive exam prep materials, prep courses, and CEUs• Test Prep: StudyNotesABA.com• CEUs: CEU.StudyNotesABA.com• PairABA: PairABA.com

Dominick Smith left a lucrative track in PE to pursue a path that offered more meaning. Buying a business has delivered.Register for the webinars: Overcoming Common Deal Sticking Points - TOMORROW!! - https://bit.ly/3Qx1g0WTransferable Skills: Crafting Your Resume for SBA Lenders - Thu, Jun 25 - https://bit.ly/4uOEqQDTopics in Dominick's interview:Leaving a lucrative job in his late 20'sDodging bullets with due diligenceRenegotiating purchase priceManaging white collar vs blue collar employeesWasting money on ineffective marketingLearning budgeting and frugalityAdvantages of staying in the weedsAggressively pursuing new businessDiscovering and fixing poor website speedsHis intent to sell the businessReferences and how to contact Dominick:LinkedInPrintmoz.comHeather Endresen at Viso Business CapitalBrendan O'Brien at Huntington BankAizik Zimmerman on Acquiring Minds: Founder Mode for ETA: $6m to $25m in 3 YearsGet a complimentary IT audit for acquisition diligence or post-close transition.Visit inzotechnologies.com/eta.The ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Vendor channel consolidation, specifically through peer and family-owned acquisitions, is driving a fundamental shift in the operational landscape for MSPs. This episode analyzes the case of NetSciences, an MSP based in New Mexico, which was acquired by Qual IT—a family-owned operator with over two decades in the space. The MSP market now includes multiple buyer categories: peer acquisitions, roll-ups, and private equity (PE) players, each with distinct approaches to valuation, integration, and operational continuity. The transition of NetSciences to Qual IT illustrates that smaller MSPs increasingly face decisions about optimal sale pathways. According to Joshua Liberman, roll-up buyers and PE investors often introduce rapid shifts in deal terms and operational models, with PE offers described as subject to abrupt valuation changes (drops up to 67% noted by Liberman), creating a higher risk profile for sellers seeking stability and legacy preservation. By contrast, the peer acquisition model (as executed through platforms such as ASCII's peer-to-peer review process) is allowing some MSPs to complete sales with greater continuity and cultural alignment, though post-sale integration often defaults to the acquirer's systems and standards rather than blending best practices. Secondary developments reinforcing this shift include persistent market focus on monthly recurring revenue (MRR) metrics and the operational tradeoffs of pursuing high MRR percentages. Liberman maintained a 50–60% MRR intentionally, arguing that chasing 80%+ MRR metrics can distort business health and does not universally suit all MSP models. Discussion of cybersecurity underscores the need to reposition technical services as business outcomes—security is described as foundational, permeating every operational and client decision, yet is often misunderstood or negotiated away to the detriment of risk posture. Operationally, these trends imply that MSPs must be highly selective about both client and acquirer fit, balancing growth trajectories against risk aggregation and cultural alignment. Attempts to homogenize client environments and enforce consistent security baselines are necessary but limit scale and acquisition appeal. Failure to assess how integration will shift toolsets, processes, and staff autonomy can result in loss of operational maturity and control post-sale. Additionally, the unchecked adoption of tools such as AI—without oversight or documented process—exemplifies emerging areas of governance risk that technology leaders cannot overlook. Supported by: ScalePadTimeZest Sign up for the SMB Online Conference: www.smbonlineconference.com

Angela Clark - Mubarak is a senior digital and eCommerce executive with 30 years of experience building and transforming digital businesses at some of the world's most recognized consumer brands — including Patagonia, Levi Strauss, eBay, elf Cosmetics, Williams-Sonoma, True Religion, and Eddie Bauer.  Most recently VP of Digital at Patagonia, Angela now leads Eclipse Advisory Group, a consultancy focused on helping PE-backed brands, legacy retailers, and DTC startups unlock digital growth. She serves on the board of the California State Park Foundation, is an incoming Fellow at the Graham School at the University of Chicago, sits on the Total Retail Advisory Board, and has been recognized as a Direct 60 Honoree and CommerceNext 2024 Leader to Watch. She is based in LA, where is an avid cycler and dog mom to Maximus and Chloe and super auntie to her 12 yr nephew Evan. In This Conversation We Discuss: [00:00] Intro [02:31] Adapting old strategies to new mediums  [07:33] Sponsor: Klaviyo [09:39] Measuring success beyond simple revenue [14:23] Sponsor: Intelligems [16:24] Resisting trends that mismatch your brand [19:14] Sponsor: Electric Eye [20:19] Investing resources where they matter most [24:25] Moving away from the promotional drug [29:27] Callouts [29:37] Defining your target market sweet spot  Resources: Subscribe to Honest Ecommerce on Youtube Retail Legacy Meets Digital Disruption eclipsemedia365.com/ Follow Angela Clark - Mubarak linkedin.com/in/angclrk/ Book a demo today at intelligems.io/ Get your free demo klaviyo.com/honest   Schedule an intro call with one of our experts electriceye.io/connect If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

(0:00) Intro to this episode (2:52) About the podcast sponsor: The American College of Governance Counsel (3:39) Start of interview (4:18) Keith Giarman's origin story. About DHR Global (9:33) Tony Abate's origin story. Current boards: Wolfspeed, GTT Communications, Mitel, and Tacora Resources. (23:52) Turnaround Board Playbook. Three phases: 1) Fix the balance sheet; 2) Turnaround strategy, and time to turn to the income statement; and 3) Exit the business. (28:50) Private Equity Board Structure. It is all contextual. (33:40) Compensation in PE boards. (31:15) What Makes Boards Effective, from Tony based on his chairmanship experience. Execution vs process. *Execution: 1) Skill Set Distribution ("Three is too few, five too many."), 2) Relevance of that skill set distribution to the situation at hand, and 3) Willingness to engage with the management team between board meetings ("the most important" goes to board culture). (38:34) Building the Board Agenda, from Tony: Tight agenda in three buckets: 1) Decisions needed now, 2) input without a decision, and 3) FYI. Most boards get stuck on FYI and never reach the real decisions. Then 40 to 50% of the deck should be standardized financial and operational KPIs (flag only what's changing), one rotating deep dive, and executive sessions with and without the CEO. (42:53) LLCs and Governance Dynamics in PE. (45:52) AI and Board Talent Demand. "Matrix management" (50:36) Underestimated Governance Risks. From Keith: for board members: "Are they aligned? Are they courageous? And are they adaptive?" From Tony: "The board should talk about the what, not the how." Difference between supervising and execution. Caveat: some PE firms are very prescriptive. (56:23) Founder-Led or Board-Led companies. (1:00:16) What are the 1-3 books that have greatly influenced your life:  Tony:  Titan by Ron Chernow (1998) Theodore Rex by Edmund Morris (volume 2 of the trilogy) (2001) The Demon of Unrest by Erik Larson (2004) Keith: Mornings on Horseback, by David McCullough (1981) The Outsiders, by William N. Thorndike Jr. (2012) The Evolving Self, by Robert Kegan (1982)  (1:05:00) Who were their mentors, and what they learned from them. (1:09:07) Quotes they think of often or live their life by. Tony: The Man in the Ring by Teddy Roosevelt. Rudyard Kipling poem If. Keith: "Everybody has a plan until they get hit in the face" (1:11:17) An unusual habit or an absurd thing that they love. (1:12:21) The living person they most admire. Keith Giarman is a Managing Partner of the Private Equity Practice at DHR Global, and Tony Abate is an experienced board chair, director, investor, and operating executive. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Private companies are staying private longer, and that changes who gets liquidity, when, and why.Founders, employees, and early investors can wait a decade or more for an IPO or acquisition. Meanwhile, venture funds face growing pressure to return capital, and many of Europe's best companies struggle to access the growth capital needed to scale.In this conversation, Christian Soschner speaks with Alberto Chalon, Co-Founder of Giano Capital, about the rise of single-asset secondary investments and why they have become an important part of the European innovation ecosystem.Topics include:• What secondary transactions are and why they matter• Why many companies now stay private far longer than before• How founders, employees, and early investors can access liquidity before an exit• The differences between venture capital, private equity, and late-stage secondary investing• Europe's challenge with risk capital, fragmentation, and scaling companies• Lessons from investments such as Revolut, GetYourGuide, and Deliveroo• The role of resilience, sport, and long-term thinking in business and investingAlberto also shares his personal journey from entrepreneurship and building businesses with his brother to launching Giano Capital and creating a new asset class focused on late-stage technology investments.5 OUTSTANDING QUOTES / LESSONS1. "Failure in America is part of the learning process. In Europe, failure is a disaster."Lesson: Europe's challenge may be cultural as much as financial.2. "The due diligence is the beginning of the journey, not the end."Lesson: Great investors keep working after the deal closes.3. "Everything has to be already tested before we invest."Lesson: Giano seeks to eliminate execution risk before investing.4. "The loneliness of the entrepreneur is real. I lived that."Lesson: The best investors bring empathy, not only capital.5. "You need to reach the top, and then you have the descent."Lesson: Investing and endurance sports both reward patience and resilience.TIMESTAMPS(00:00:00) Intro(00:03:00) Why secondaries suddenly matter(00:07:19) Why IPOs are no longer enough(00:12:44) Where Giano fits between VC and PE(00:17:06) Why private information changes returns(00:21:41) How Giano helps founders beyond capital(00:26:19) Not pre IPO but three years earlier(00:31:23) Europe must think beyond countries(00:37:56) Alberto Chalon on loss and entrepreneurship(00:42:12) From search engines to professional investing(00:46:21) How fashion arbitrage shaped his investing(00:53:47) Building a privacy search engine in Europe(01:00:51) Ruthless focus without forcing others(01:07:38) What late-stage governance requires(01:11:50) Why Giano chose late-stage secondaries(01:15:32) Inside Giano Capital's deal funnel(01:19:07) Why community matters in secondaries(01:24:29) GetYourGuide and Revolut as examples(01:27:29) How long a secondary deal takes(01:29:11) Cycling as leadership training(01:36:23) Giano Capital's ten-year ambitionSend us Fan Mail Join Christian Soschner for expert coaching. 50% Off - With 35+ years in deep tech, startups/scaleups, and public companies, Christian offers power video sessions. Elevate strategy, execution, and leadership. Book Now.Support the showJoin the Podcast Newsletter: Link

CardioNerds (Amit and Dan), Billy Joe Mullinax, and Saahil Jumkhawala discuss the long term management of pulmonary embolism with Dr. Soophia Naydenov.  The episode focuses on the approach to patients who struggle with persistent symptoms like dyspnea and fatigue even after completing the acute phase of anticoagulation. This spectrum of disease, ranging from mild post-PE impairment to chronic thromboembolic pulmonary hypertension (CTEPH), requires a structured follow-up. The discussion covers the critical importance of identifying CTEPH early, the necessary timelines for follow-up, and the appropriate objective screening tools and invasive testing to guide patient care toward full functional recovery. Audio editing by CardioNerds academy intern, Grace Qiu. Dr. Dinu Balanescu and Dr. Billy-Joe Mullinax are Co-chairs for the CardioNerds PE Series, developed in collaboration with the PERT Consortium.   Enjoy this Circulation 2022 Paths to Discovery article to learn about the CardioNerds story, mission, and values. CardioNerds Pulmonary Embolism PageCardioNerds Episode PageCardioNerds AcademyCardionerds Healy Honor Roll CardioNerds Journal ClubSubscribe to The Heartbeat Newsletter!Check out CardioNerds SWAG!Become a CardioNerds Patron! Acronyms PE: Pulmonary Embolism PERT: Pulmonary Embolism Response Team CTEPH: Chronic Thromboembolic Pulmonary Hypertension QL: Quality of Life VTE: Venous Thromboembolism DASH: D-dimer, Age, Sex, History of non-provoked PE (a risk score) CPET: Cardiopulmonary Exercise Testing PFTs: Pulmonary Function Tests VQ Scan: Ventilation-Perfusion Scan DOACs: Direct Oral Anticoagulants TPA: Tissue Plasminogen Activator (Thrombolytics) ECMO: Extracorporeal Membrane Oxygenation Pearls: Post-PE “Syndrome” is a Spectrum: It is more accurately a spectrum of disease (sequelae of PE) rather than a single syndrome, ranging from mild fatigue/dyspnea to the most severe form, CTEPH. Structured Follow-up is Mandatory: All PE survivors need a structured follow-up, typically with checkpoints at 3, 6, 12, and 16–24 months, with the primary goal being to detect CTEPH, the deadliest, yet potentially curable, disease on the spectrum. Screening Should Be Objective and Practical: When screening for persistent symptoms, use objective assessment tools like the Post-VTE Functional Status (PVFS) scale or the Modified Medical Research Council (MMR-C) scale, as highly comprehensive but cumbersome tools (like the PE Quality of Life questionnaire) may not be practical for routine clinical use. Recurrence Risk Scores Aid in Anticoagulation Duration: Simple scores like the DASH score or the HERDO2 score (for women) can provide guidance when considering the continuation versus discontinuation of anticoagulation after the initial treatment phase. Invasive Testing for Persistent Symptoms: If a patient remains symptomatic at the 6-month mark despite normal non-invasive testing (chest X-ray, ECG, PFTs, six-minute walk, echo, VQ scan, CPET), consider invasive testing such as Right Heart Catheterization (RHC) at rest or with exercise, or an invasive CPET. Notes: Notes drafted by Saahil Jumkhawala. 1. The Spectrum of Post-PE Disease The term “post-PE syndrome” should be used with caution, as it refers to a spectrum of disease rather than a single entity. This spectrum includes symptoms (sequelae) that exist in a patient’s life following an incidental PE event that they did not have before. On one extreme is Chronic Thromboembolic Pulmonary Hypertension (CTEPH): The definition is clear, but it is the most deadly type, though thankfully rare (2% to 4%). It involves a residual clot and pulmonary hypertension identifiable at rest. In the middle is Chronic Thromboembolic Disease (CTED): Patients may have residual defects seen on a VQ or CT scan, but they do not have pulmonary hypertension. On the other side is a milder disease, which can include fatigue, dyspnea, or a patient’s perceived impairment, where the definitions of CTEPH and CTED are not met, but the patient remains symptomatic. 2. Structured Follow-up and Screening for Post-PE Symptoms Structured follow-up is key for all PE survivors, though the structure may vary based on available resources (PCP, Cardiology, Pulmonary, or multidisciplinary clinic). Recommended Timeline for Follow-up: Data from studies like ELOPE and FOCUS suggest checkpoints at 3, 6, 12, and up to 16 to 24 months. This timeline is designed to identify patients who may develop CTEPH. 88% of patients who develop CTEPH will be identified within about a year. A structured follow-up can reduce the delay in CTEPH diagnosis from 10–12 months to 4–6 months. Personal Practice Note: A quick 2–3 week/30-day check-in is recommended for severely ill patients (e.g., those who had TPA, profound shock, or ECMO support) to ensure medication compliance, manage symptoms, and identify red flags. Screening Tools (Objective Assessment): The first step is an inventory of patient symptoms, leaning toward objective rather than subjective assessment. Recommended Simple Tools: Modified Medical Research Council (MMR-C) for dyspnea evaluation. Post-VTE Functional Status (PVFS) scale. The Pulmonary Embolism Quality of Life (QL) questionnaire is comprehensive but long, making it tedious and better suited for research. Future Utility: Technology (AI/electronic tools) may assist in administering these questionnaires before the clinic visit, presenting the information as a “dashboard” for the provider. 3. Management of Persistent Symptoms and Further Testing Initial Non-Invasive Tests (Often done at 3 months): Echocardiogram VQ Scan Full PFTs Six-minute walk CPET Further Evaluation for Persistent Symptoms (e.g., at 6 months): If non-invasive tests (Chest X-ray, ECG, CPET) are normal but symptoms persist, more invasive testing should be considered as the patient has not returned to baseline. Repeat VQ scan or echocardiogram if symptoms have changed. Right Heart Catheterization (RHC) at rest or with exercise. Invasive CPET. PA gram (Pulmonary Angiogram) to assess vasculature. 4. Recurrence Risk and Anticoagulation Duration The decision to continue or discontinue anticoagulation depends on the patient’s risk factors, the situation of the PE (provoked or unprovoked), presence of active cancer, and patient preference. Recurrence Risk Scores: Simple scores are preferred for practicality. DASH Score. HERDO2 Score (particularly for women). The Vienna Score can be considered if the question is whether to restart anticoagulation after a disruption. Role of D-dimer in Abbreviation: While D-dimer can be used to guide the decision to restart anticoagulation after a planned pause (if D-dimer is high, resume), patient symptoms are preferable to guide management decisions like early abbreviation. 5. Prevention of Post-PE Syndrome Currently, there is no clear tool known to prevent the post-PE syndrome/spectrum of disease. Best Current Advice for Prevention/Recovery: Anticoagulation compliance. Pulmonary rehabilitation, which aids in faster recovery. General precautions, such as smoking cessation and body weight management. Future Research: Ongoing trials are investigating whether acute management strategies (e.g., using thrombolytics in intermediate-risk PE) can prevent long-term sequelae. (The PYTHO trial did not show a reduced rate of CTEPH in intermediate-risk PE patients who received thrombolytics). References: Khan, F., Tritschler, T., Kahn, S. R., & Rodger, M. A. “Venous Thromboembolism.” The Lancet, vol. 398, no. 10294, 2021, pp. 64-77. doi:10.1016/S0140-6736(20)32658-1. Kearon, C., & Kahn, S. R. “Long-Term Treatment of Venous Thromboembolism.” Blood, vol. 135, no. 5, 2020, pp. 317-325. doi:10.1182/blood.2019002364. Kahn, S. R., & de Wit, K. “Pulmonary Embolism.” The New England Journal of Medicine, vol. 387, no. 1, 2022, pp. 45-57. doi:10.1056/NEJMcp2116489. Di Nisio, M., van Es, N., & Büller, H. R. “Deep Vein Thrombosis and Pulmonary Embolism.” The Lancet, vol. 388, no. 10063, 2016, pp. 3060-3073. doi:10.1016/S0140-6736(16)30514-1. Chopard, R., Albertsen, I. E., & Piazza, G. “Diagnosis and Treatment of Lower Extremity Venous Thromboembolism: A Review.” JAMA, vol. 324, no. 17, 2020, pp. 1765-1776. doi:10.1001/jama.2020.17272.

OPEN HEAVENSMATALA LE LAGI MO LE ASO GAFUA 22 IUNI 2026(tusia e Pastor EA Adeboye) Manatu Autu: Alii o le taimi (Lord over time) Tauloto Tusi Paia: Ioane 11:25 “Ua fetalai atu Iesu ‘iā te ia, “O a‘u nei o le toetū ma le ola; o lē fa‘atuatua mai ‘iā te a‘u, e ui lava ‘ina oti, ‘ae ola lava ia.”Faitauga - Tusi Paia: Ioane 2:1-11O le Atua malosi ma matautia, e malosi moni. O ia o le Alii o mea uma, ma e malosi e mafai ona ia aumaia le lumanai i le taimi nei. I le faitauga mai le Tusi Paia o le asō, o Iesu, o lona tinā ma le au soo na o i se faaipoipoga. Ao faasolo le faaipoipoga, ua iloa e le tinā o Iesu, ua uma le uaina ma ua ia faailoa ia Iesu, ua ia tali mai, ‘e lei oo i lo'u taimi'. E ui i lea, na faatonu e Iesu auauna i le faaipoipoga e faatumu ni fagu vai i le vai, ona asu mai lea ma ave i le taitai o le tausamaaga. Ao latou faia, na liua i se vavega le vai i le uaina. Na aapa atu Iesu i le lumanai ma suia le taimi mai ‘e lei oo iai' i le ‘taimi nei'. Ou te tatalo, afai e iai se mea o loo e faatuatua ai i le Atua ua foliga mai ua faatuai ona taunuu, o le a amata ona tino mai i le taimi nei, i le suafa o Iesu. I le Ioane 11:1-17, na oti Lasalo ma tanumia mo le fa aso ae lei oo atu Iesu i lea nofoaga. I le tino, ua leai se faamoemoe aua o se tino oti mo aso e fa ua amata ona pala (tulou). Peitai ina ua taunuu atu Iesu i le fale o Lasalo, na ia fai atu ia Mareta, le tuafafine o Lasalo, e toetu mai Lasalo. Ana taunuu mai Iesu i le aso na maliu ai Lasalo, semanu e iai sina faamoemoe i le manatu o Mareta e mafai e Iesu ona toe faatuina Lasalo mai le oti, ma ua ia faapea mai, “Le Ali‘i e, ‘ua o‘o ‘ina manogi, auā o le fa lenei o po.” (Ioane‬ ‭11‬:‭39‬). E ui e lei maliu Iesu ma toetu mai,  na ia aapa atu i le lumanai ma avea ma le toetu ma le ola mo Lasalo (Ioane 11:25). Na ia faaaogaina lona tulaga na faasaoina seia maliu ma toetu mai, ma valaau ia Lasalo e sau i fafo mai le tuugamau. Le au pele e, e tatou te auauna i le Atua e lē taotaomia e le taimi. Na ia faia le taimi, ma o ia o le Alii o le taimi. O le mafuaaga lea e lē tatau ai ona e faavaivai pe afai e foliga mai ua leiloa nisi o avanoa taua poo e iai foi i se tulaga ua foliga ua lē mafai ona toe faaolaina. Afai o loo e feagai ma ia tulaga, e pau le mea o loo finagalo le Atua e te faia, o le faatuatua ia te ia, e pei ona fetalai Iesu i le Ioane 11:40, “Pe na ‘ou lē fai atu ‘ea ‘iā te oe, afai ‘e te talitonu, ‘ona e iloa lea o le mamalu o le Atua?”  Ou te tatalo i le asō, afai o iai se tulaga i lou olaga ua faamasinoina, ua oti ma manogi, o le a toe faaolaina mai  ma maua le ola, i le suafa o Iesu, Amene.

All of this week's episodes of It Could Happen Here put together in one large file. - How the United States Shaped the Dominican Republic’s Immigration Enforcement Machine - Settler Colonialism with Andrew - Anti-ICE Protesters in Minnesota Charged with Conspiracy - The Necessary War on Data Centers - Executive Disorder: Iran Deal, UFC at the White House, Dialog Hack You can now listen to all Cool Zone Media shows, 100% ad-free through the Cooler Zone Media subscription, available exclusively on Apple Podcasts. So, open your Apple Podcasts app, search for “Cooler Zone Media” and subscribe today! http://apple.co/coolerzone Sources/Links: How the United States Shaped the Dominican Republic’s Immigration Enforcement Machine Help Bring Ezra Home and Seek the Truth (https://www.gofundme.com/f/help-bring-ezra-home-seek-the-truth) More than a Massacre; Racial Violence and Citizenship in the Haitian-Dominican Borderlands by Sabine Cadeu Empire of Borders by Todd Miller Border Patrol Nation by Todd Miller From tierra de nadie to terre brulée – From Borderland to Border in Haiti and the Dominican Republic by Sabine Cadeu (https://www.histecon.magd.cam.ac.uk/barriers/July2022_papers/SabineCadeauPaper.pdf) Haitians, Magic, and Money: Raza and Society in the Haitian-Dominican Borderlands, 1900 to 1937 by Lauren Derby (https://www.jstor.org/stable/179294) Making the Dominican Republic Great Again? by Lorgia García-Peña (https://nacla.org/making-dominican-republic-great-again/) Marines in the Dominican Republic 1916-1924 (https://www.marines.mil/portals/1/Publications/Marines%20in%20the%20Dominican%20Republic%20PCN%2019000412600_1.pdf) US warns its ‘darker-skinned’ citizens of Dominican Republic’s migrant crackdown by Richard Luscombe (https://www.theguardian.com/world/2022/nov/22/us-warns-darker-skinned-citizens-crackdown-dominican-republic) Latinobarómetro 2024 Resultados por sexo y edad Informe de estudio #LAT-2024 v1 (https://www.latinobarometro.org/latinobarometro-2024#LAT-2024-selected-country-header) Ten Years After a Fateful Court Decision, the Dominican Republic Still Has a Statelessness Problem by Kevin Appleby (https://cmsny.org/dr-statelessness-problem-appleby-102323/) Addressing the Next Displacement Crisis in the Making in the Americas by Valerie Lacarte (https://www.migrationpolicy.org/news/haiti-next-displacement-crisis-americas) ‘They grabbed us like dogs’: deportation quotas tear Haitian migrants’ lives apart by Shandra Back (https://www.theguardian.com/global-development/2025/sep/07/they-grabbed-us-like-dogs-deportation-quotas-tear-haitian-migrants-lives-apart) Federal Agents Investigate Sugar Exporter Over Allegations of Forced Labor (https://www.motherjones.com/politics/2023/10/central-romana-homeland-security-sugar/) “They Just Came and Started Breaking Houses” (https://www.motherjones.com/politics/2021/12/central-romana-sugar-hoyo-de-puerco-demolished/) Despite US Import Ban, Sugar Cane Cutters Still Face Abuse in Dominican Republic (https://unicornriot.ninja/2023/despite-us-import-ban-sugar-cane-cutters-still-face-abuse-in-dominican-republic/) 10 years fighting for nationality in the Dominican Republic (https://www.institutesi.org/news/10-year-anniversary-of-dr-court-ruling-stripping-nationality) LEA Training Schedule 2024 (https://sansalvador.ilea.state.gov/training-schedule?c=fr-FR) International students graduate from elite federal law enforcement program (https://www.ice.gov/news/releases/international-students-graduate-elite-federal-law-enforcement-program) Dominican Republic students graduate from elite US law enforcement program (https://www.ice.gov/news/releases/dominican-republic-students-graduate-elite-us-law-enforcement-program) El misterio de Ellen Frances Hulett | El Informe con Alicia Ortega (https://www.youtube.com/watch?v=YKIg2np081M) How Far Will the Dominican Republic Go in Deporting Haitians? by Marius Loiseau (https://inkstickmedia.com/how-far-will-the-dominican-republic-go-in-deporting-haitians/) Fearing Deportation, Mothers Give Birth in Shadows by Hogla Enecia Pérez and Luis Ferré-Sadurní (https://www.nytimes.com/2026/05/26/world/americas/dominican-republic-haiti-hospital-deportations.html) Dominican Republic and Haiti at the Crossroads of the Massacre River by Simón Rodríguez (https://nacla.org/dominican-republic-and-haiti-crossroads-massacre-river/) US team reveals weaknesses at the Dominican-Haiti border (https://web.archive.org/web/20110526044642/https://dominicantoday.com/dr/local/2006/8/7/16173/US-team-reveals-weaknesses-at-the-Dominican-Haiti-border) Dominican Republic begins building border wall with Haiti (https://www.reuters.com/world/americas/dominican-republic-begins-building-border-wall-with-haiti-2022-02-20/) A 101-Mile Wall Goes Up to Block Haitians Pouring Over Border by Danielle Balbi (https://www.bloomberg.com/news/newsletters/2022-09-28/big-take-why-the-dominican-republic-is-building-a-border-wall-between-haiti?embedded-checkout=true#xj4y7vzkg) “A Veil of Legality” by Amelia Hintzen (https://www.sciencedirect.com/org/science/article/pii/S1382237316000234) Dominican border wall threatens environment, mangroves by Esteban ROJAS (https://phys.org/news/2023-03-dominican-border-wall-threatens-environment.html) Dominican Republic deports pregnant women in ‘inhumane’ migrant crackdown (https://www.theguardian.com/global-development/2025/apr/29/pregnant-women-deported-dominican-republic-migration-crackdown-haiti) La muerte de Ellen Frances Hulett se debió a infartos agudos al miocardio, confirma autopsia (https://noticiassin.com/la-muerte-de-ellen-frances-hulett-se-debio-a-infartos-agudos-al-miocardio-confirma-autopsia/) La muerte de la estadounidense Ellen Hulett: una cadena de preguntas sin respuestas by Ana A, Elina M (https://www.diariolibre.com/actualidad/sucesos/2025/07/03/muerte-de-ellen-hulett-una-cadena-de-preguntas-sin-respuestas/3170413) Alert: Ongoing Dominican Migration Enforcement (https://do.usembassy.gov/alert-ongoing-dominican-migration-enforcement/) 87 Aniversario de la Dirección General de Migración (https://migracion.gob.do/87-aniversario-de-la-direccion-general-de-migracion/) Haitians displaced by violence face deportation after fleeing to Dominican Republic (https://www.pbs.org/newshour/show/haitians-displaced-by-violence-face-deportation-after-fleeing-to-dominican-republic) Settler Colonialism with Andrew Settler Colonialism and the Elimination of the Native by Patrick Wolfe https://www.britannica.com/place/Liberia/History Liberia: The Violence of Democracy by Mary H Moran. The Hundred Years’ War on Palestine by Rashid Khalidi The Question of Palestine by Edward Said https://rpublc.com/story/2024/02/08/international-affairs/the-false-equivalence-of-liberia-and-israel Anti-ICE Protesters in Minnesota Charged with Conspiracy https://www.iheart.com/podcast/105-it-could-happen-here-30717896/episode/everyone-vs-ice-on-the-ground-in-minnesota-319435576 https://www.iheart.com/podcast/105-it-could-happen-here-30717896/episode/outlaw-criminalization-of-ice-watch-in-minneapolis-326372276 https://storage.courtlistener.com/recap/gov.uscourts.mnd.234418/gov.uscourts.mnd.234418.1.0_1.pdf https://www.youtube.com/watch?v=ZQ0hYCF60og Executive Disorder: Iran Deal, UFC at the White House, Dialog Hack Short Stories: https://www.reuters.com/business/media-telecom/spacex-ipo-makes-elon-musk-worlds-first-trillionaire-2026-06-11/https://www.justice.gov/opa/pr/justice-department-files-complaint-challenging-virginia-mask-ban-and-identificationhttps://x.com/DHSgov/status/2065442267502882838?s=20 https://www.youtube.com/watch?v=u7rjZqvbMIkhttps://www.haaretz.com/israel-news/security-aviation/2026-06-11/ty-article/israeli-firm-blackcore-suspected-of-meddling-in-nyc-scotland-elections/0000019e-b7d1-d892-adde-f7df71710000 https://democrats-judiciary.house.gov/sites/evo-subsites/democrats-judiciary.house.gov/files/evo-media-document/2026-06-15-raskin-to-patel-fbi-re-bonuses.pdf https://www.whitehouse.gov/presidential-actions/2026/05/removing-unnecessary-and-counterproductive-restrictions-on-access-to-federal-lands/ https://www.energy.senate.gov/hearings/2026/6/business-meeting-to-consider-pending-legislation https://www.pew.org/en/research-and-analysis/articles/2026/02/18/an-update-on-the-roadless-rulhttps://www.courtlistener.com/docket/73486770/united-states-v-warrant/ Police Shooting: https://www.mississippifreepress.org/mississippi-police-officer-shoots-and-kills-1-year-old-child-in-response-to-senatobia-shoplifting-call/ https://capitalbnews.org/mississippi-police-shooting-kohen-kartier-wiley/ https://www.whsv.com/2026/06/17/family-identifies-1-year-old-killed-officer-involved-shooting-walmart-protests-break-out-store/?outputType=amp https://wreg.com/news/local/ms-town-looks-for-answers-after-walmart-shooting-that-killed-1-year-old/ https://wreg.com/news/local/mother-of-toddler-killed-in-walmart-shooting-speaks/ https://www.wapt.com/article/senatobia-officer-placed-on-leave-tear-gas-deployed-as-hundreds-protest-death-of-1-year-old-kohen-wiley/71608163 https://www.fox13memphis.com/news/watch-child-dead-another-person-critically-injured-after-officer-involved-shooting-at-senatobia-walmart-mbi/video_af5674d5-cfc5-5e9e-83cb-64f0beded36f.html https://wreg.com/news/mbi-investigates-shooting-at-senatobia-walmart-parking-lot/?ipid=promo-link-block1 https://www.actionnews5.com/2026/06/16/community-rally-planned-after-officer-shoots-kills-1-year-old-senatobia/ https://abcnews.com/US/officer-involved-shooting-walmart-killed-1-year-boy/story?id=133965022 Iran Deal: https://truthsocial.com/@realDonaldTrump/posts/116743808155352167 https://edition.cnn.com/2026/06/17/middleeast/us-iran-war-mou-text-intl https://en.mehrnews.com/news/245340/Islamabad-says-Iran-US-reach-peace-deal https://en.mehrnews.com/news/245343/Iran-s-top-security-body-confirms-Iran-US-finalization-of-MoU https://x.com/CMShehbaz/status/2065467425408405712?ref_src=twsrc%5Etfw https://x.com/CMShehbaz/status/2066268332832194810?s=20 https://x.com/itamarbengvir/status/2066392115027050781 https://farsnews.ir/Qaysar/1781530307974297749/Spokesman-Iran-Oman-to-Charge-Fees-for-Full-Services-in-Strait-of-Hormuz https://x.com/phildstewart/status/2066552634803155267?s=20 https://x.com/osinttechnical World Cup:https://www.whitehouse.gov/presidential-actions/2025/12/restricting-and-limiting-the-entry-of-foreign-nationals-to-protect-the-security-of-the-united-states/https://www.state.gov/fifa-world-cup-26-visas https://www.americanimmigrationcouncil.org/blog/world-cup-ice-visas-iran/https://www.espn.com/soccer/story/_/id/49017941/iran-players-say-us-visa-policies-create-world-cup-tensionhttps://www.cbsnews.com/news/somali-world-cup-referee-omar-artan-talking-to-very-bad-people-andrew-giuliani/UFC Freedom 250:https://time.com/article/2026/06/15/ufc-fight-white-house-hokit-obama/https://www.justice.gov/opa/pr/five-men-arrested-and-charged-plot-attack-and-kill-government-officials-and-others-attendinghttps://www.justice.gov/opa/media/1446021/dl?inlinehttps://cnycentral.com/resources/pdf/99a48b49-11dc-4b9c-a158-6487087ab779-Propercomplaint.pdfhttps://www.youtube.com/watch?v=_rSE1tw7lI0https://thehill.com/homenews/administration/5927733-ufc-white-house-attack-plot/Dialog:https://www.wired.com/story/leak-exposes-members-of-peter-thiels-secretive-dialog-society/See omnystudio.com/listener for privacy information.

In this episode of the Tech M&A Podcast, we chat with Luis Landgrave, co-founder of Algebraix, an edtech and fintech company serving private schools across Latin America, with a primary focus on Mexico. Over nearly two decades, Luis helped build Algebraix into a school management platform with an integrated fintech arm that processes tuition and payments on behalf of schools — momentum that ultimately led to a successful sale through Corum after years of inbound interest from investors and acquirers. Luis shares how a Corum seminar in Mexico City planted the seed nearly a decade before he was ready to sell, and how an early deal that fell through made the second, advisor-led process far smoother. He offers candid advice on the demands of financial due diligence, the importance of getting your reporting in order before going to market, and the emotional discipline required when deal terms shift mid-negotiation. He also reflects on the realities of post-exit life — from deferred payments and multi-year earnouts to the reduced control and renegotiation that can come with a two-year transition. Takeaways Plant the seed early: A Corum seminar in Mexico City sparked the idea nearly a decade before Luis was ready to sell — selling was always the goal, never a legacy to pass down. The turning point can be a business-model shift: Adding payment processing around 2017–2018 accelerated revenue and made the company far more attractive to buyers. A first attempt that falls through still teaches you: A 2021 approach from a Brazilian acquirer didn't close, but it made the second, Corum-run process much smoother. A competitive process improves terms: Even with just one official offer, having other interested buyers in play tightened the LOI and held due diligence to a 90-day timeline. Due diligence is the heavy lift: For founders who are engineers rather than finance experts, producing the reports that PE-background buyers demanded was the most taxing part. Get your numbers in order first: The more prepared your reporting and financials, the less pressure and rework once offers start coming in. Align with your partner and stay centered: Selling is an emotional rollercoaster as terms move on and off the table — shared objectives keep you steady. Plan for the transition: A two-year earnout means deferred payments, reduced control, and even some renegotiation — know what you're signing up for. Timestamps 00:00 – Introduction: Luis Landgrave and Algebraix 00:44 – An edtech + fintech platform for private schools in Mexico 01:01 – First learning about Corum: a seminar in Mexico City 01:58 – The long gap: staying in touch over nearly a decade 02:29 – The turning point: payment processing and faster revenue growth 03:03 – A 2021 approach from a Brazilian acquirer — and why it didn't close 03:29 – Round two with Corum: a smoother, time-bound 90-day process 04:33 – The hardest part: due diligence and producing reports 05:26 – Buyer-side negotiation: in-house experience and the Corum advisor 06:03 – Inside the buyer: a startup with a search-fund track record 06:41 – Choosing the acquirer: business-model fit, cross-selling, and timing 08:03 – Advice for LatAm founders: partner alignment and preparation 09:32 – Bringing in local M&A and tax counsel in Mexico City 09:58 – Post-exit life: earnouts, reduced control, and what comes next

En este episodio de Extra Anormal Podcast nos adentramos en algunos de los bosques malditos más aterradores: lugares donde los senderistas desaparecen, las brujas realizan rituales, aparecen escaleras imposibles y criaturas que no deberían existir se ocultan entre los árboles.⚠️ Historias de un joven mexicano que viajó a Japón para fotografiar al lobo japonés y terminó encontrándose con seres mitológicos; una bruja en la Sierra de Guadalupe que extravía a los senderistas para que nunca regresen; un juego macabro en una zona rural de Colombia, donde un anciano revela que fue manipulado por brujas; una cueva en Peña de Lobos marcada por la sombra de un niño que pudo haber sido algo demoníaco; un guardabosques mexicano en Canadá que subió unas escaleras en medio del bosque y desapareció durante años; y un caso en La Marquesa, donde policías de Xalatlaco encontraron un aquelarre de brujas alrededor de una fogata y fueron perseguidos por bolas de fuego.En este episodio encontrarás:-

Some CMO opportunities look promising right up until you stop asking, "Can I land this?" and start asking, "Can I actually win at this company?"  In a market that is warmer than it was a year ago but still unforgiving, Hugh Marshall of Heidrick & Struggles argues that CMOs need to approach the search with two-way diligence. The offer matters, but so does knowing whether the company, CEO, board, investors, and growth expectations are aligned enough to support real success.  With that recruiter 's-eye view, Hugh joins Drew to get inside today's CMO search, from PE-backed pressure and growth-stage churn to comp conversations, equity tradeoffs, and the big career bets hiding inside the fine print. Call it a reality check for CMOs who want the next role to be the right one.  What You'll Learn:  How to spot risky CMO roles before you're in too deep  Why two-way diligence is now non-negotiable  How AI fluency is reshaping CMO candidacy  What makes candidates stand out in the interview process  Know what you're walking into before you say yes. Tune in for Hugh's candid take on today's CMO market, the hidden dynamics behind the offer, and the signs of a truly winnable role.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Send us Fan MailWhat's up PE Nation!Today I share how we run Striker Ball for K-5 and why it fits so well as a follow-up to Foursquare and Gaga Ball. I break down the setup, the rules that keep it safe and fair, and the simple ways we teach kids to settle disputes fast. • why Striker Ball works as a progression from Foursquare and Gaga Ball • simple setup using medium cones and court circles • objective of scoring through cone goals while defending your own • ball height rule to keep strikes low and controlled • rotations for K to 1 to keep play simple • numbered positions and serving rotation for grades 2 to 5 • “no neighbor outs” rule to prevent cheap scores and teach awareness • dispute process using group voting or replaying the point Take care,Dave-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.-Article on Outside PE Checklist-Team Building Games Ebook (with preview): https://www.teacherspayteachers.com/Product/Team-Building-Games-and-Activities-for-PE-Class-14063095-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 show-High Fives and Empowering Lives  book available as an ebook or paperback-Paperback or download: HERE-Amazon Ebook: HERE

Proyectos de Sheinbaum igualan en renovables lo adjudicado en el sexenio de Peña, México capta en un trimestre toda la inversión extranjera directa tecnológica de 2025 por el auge de la inteligencia artificial y México y Corea del Sur también se enfrentan en el terreno económico, con Alberto Verdusco, Diana Gante y Leo Luna.00:00 Introducción01:44 Proyectos de Sheinbaum igualan en renovables lo adjudicado en el sexenio de Peña06:22 México capta en un trimestre toda la IED tecnológica de 2025 por auge de IA11:15 México cae siete lugares en el ranking de competitividad de IMB y se ubica en el puesto 6215:10 México vs. Corea del Sur en el Mundial: empate en la cancha, pero distancia en la economía

1.         Nueva avería interrumperestablecimiento de agua potable, Cientos de miles de personas y negocios siguensin el servicio y no declaran estado de emergencia2.         Alcalde de Camuyinsiste en hacer su proyecto ilegal que afecta la playa en el Peñón Brusi  y ahora cuestiona al Secretario de RecursosNaturales.3.         Triunfo ciudadano,Tribunal revoca los permisos del Paseo Peatonal y Ciclista de Rincón4.         Juan Dalmau del PIPllamo a la movilización de la gente contra la corrupción del gobierno de JGO yFrancisco Domenech.5.         Guerra abierta entrebandos del PNP de JGO: El Secretario de la Gobernación, Francisco Domenech,dice que el ex secretario del Departamento de Desarrollo Económico, SebastiánNegrón Reichard, tardó 30 días en pedir una dispensa en la Oficina de Ética Gubernamentalluego de que su esposa tramitara un decreto contributivo para una empresa dereciente creación. Negron Reichard y su familia se defienden6.         Industriales exigenproteger la economía y frenar pugnas que amenazan la inversión en Puerto Rico.¿No fueron ellos algunos de los que crearon PACS y SuperPACS para elegir a estegobierno o es que están arrepentidos?7.         Puerto Rico será socioprincipal de FITUR 2027, pero ¿y como responde a la imagen negativa por lacrisis de la falta de agua?8.         Ucrania bombardea larefinería de petróleo de Moscú en el mayor ataque desde el inicio de la guerra.Kiev afirma que el ataque, que también obligó a evacuar el aeropuerto másgrande de Rusia9.         La primera ministra deBarbados anuncia un manifiesto para la reparación de los daños causados por laesclavitud.10.     Díaz-Canel: "Cuba vive las horas más difíciles de este siglo ytenemos la responsabilidad de salvarla"Este es un programa independiente y sindicalizado. Esto significa que este programa se produce de manera independiente, pero se transmite de manera sindicalizada, o sea, por las emisoras y cadenas de radio que son más fuertes en sus respectivas regiones. También se transmite por sus plataformas digitales, aplicaciones para dispositivos móviles y redes sociales.  Estas emisoras de radio son:1.    Cadena WIAC - WYAC 930 AM Cabo Rojo- Mayagüez2.    Cadena WIAC – WISA 1390 AM Isabela3.    Cadena WIAC – WIAC 740 AM Área norte y zona metropolitana4.    X61 – 610 AM en Patillas5.    X61 – 94.3 FM Patillas y todo el sureste6.    WPAB 550 AM - Ponce7.    ECO 93.1 FM – En todo Puerto Rico8.    WLRP 1460 AM Radio Raíces La voz del Pepino en San Sebastián9.    WOQI 1020 AM – Radio Casa Pueblo desde Adjuntas 10. Mundo Latino PR.com, la emisora web de música tropical y comentario Una vez sale del aire, el programa queda grabado y está disponible en las plataformas de podcasts tales como Spotify, Soundcloud, Apple Podcasts, Google Podcasts y otras plataformas https://anchor.fm/sandrarodriguezcotto También nos pueden seguir en:REDES SOCIALES:  Facebook, X (Twitter), Instagram, Threads, LinkedIn, Tumblr, TikTok BLOG:  En Blanco y Negro con Sandra http://enblancoynegromedia.blogspot.com  SUSCRIPCIÓN: Substack, plataforma de suscripción de prensa independientehttps://substack.com/@sandrarodriguezcotto OTROS MEDIOS DIGITALES: ¡Ey! Boricua, Revista Seguros. Revista Crónicas y otrosEstas son algunas de las noticias que tenemos hoy En Blanco y Negro con Sandra. 

Nathan Rust, Lutz Lehmann, Troy Pospisil, Jeremy Segal, Patrick Mumman, Tej Brahmbhatt, George Helock, and Angie Astle Eight deal professionals share the M&A moments that never make the CIM. A birthday cake in a management presentation that confirmed a culture fit and influenced a bid. A buyer who died before close, forcing a nine-month restart from scratch. Eight years of customer revenue data on a 1980s IBM that management claimed did not exist. A target quietly heading toward Chapter 11 while diligence was underway. Unexpected events mid-deal are not exceptions. They are the deal. How you read them is what separates experienced practitioners from everyone else. What You'll Learn: How cultural signals in a management presentation can influence a bid decision What to do when a buyer dies before close and the sell process has to restart How to find data that management says does not exist Why late-stage valuation surprises from founders are a signal you could have caught earlier How to take a bankrupt target through Chapter 11 and still close the deal Why experienced advisors document every surprise the moment a deal closes If you're running deals and want pattern recognition built from thousands of real M&A situations to back your judgment, DealPilot, powered by M&A Science, gives you the deal guidance and advisor access to know which surprises you push through and which ones mean walk away. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom just automated Pipeline Management with AI so you can spend less time updating deals, and more time working them.  Automatically push deal context from Outlook to DealRoom Pipeline and use AI to keep deal target data and tasks updated, so follow-ups never slip through the cracks. No manual logging. No stale pipeline data. See for yourself: https://hubs.ly/Q045fXp50 ____________________ Episode Chapters [00:00] Intro [04:11] Birthday cake in the management presentation [07:10] Recruiting bankers from the sell side [09:04] Culture fit as a bid decision factor [10:03] When the buyer dies before close [11:46] Nine-month restart from scratch [17:04] Management says the data does not exist [18:39] Finding Susie and the 1980s IBM [22:25] IP ownership surprise at signing [24:43] Bootstrap founders and commitment signals [27:43] When bankers favor PE over strategics [30:40] 78-year-old seller, a fistfight, and an earn-out [32:25] The 12-year sales cycle [35:23] Teaching a CEO to speak like an investor [43:14] Aviation IPO pulled mid-road show [45:52] Background check kills the deal a week before close [50:03] Forever corporation: how Chugach approaches M&A [54:47] HVAC target heads toward bankruptcy mid-diligence [55:59] Becoming the secured creditor to save the deal

Erik Huberman has acquired 23 agencies in 10 years — and he doesn't pay cash up front for any of them.Recorded live at Possible 2026 Ayelet sat down with Erik Huberman, founder of Hawke Media, for one of the most candid conversations about agency M&A we've ever had. No spin, no posturing — just the actual mechanics of how a bootstrapped agency built a 23-deal acquisition machine focused on the lower and middle market that everyone else ignores.Erik breaks down the deal structure that puts growth (not cash) at the center, why he intentionally did 10 deals in one year to "break the system" and learn integration the hard way, the advice from a roll-up veteran that made him simplify his contracts, and why a third of his deals don't go well — and how he absorbs that without PE backing.What we cover: Why Hawke Media stays focused on growth-stage and challenger brands instead of going enterprise, the deal structure where Hawke guarantees the founder's profitability and takes over HR, accounting, legal, and operations, why "no cash up front" filters out the wrong sellers (and the ego trap behind it), how Hawke gets to a term sheet in three days, why over-complicating contracts benefits the person being tricky, the "would you do all 10 deals again?" advice that changed everything, why Mountain Gate and most PE want him to go enterprise — and why he won't, and what it would actually take for Erik to bring on a venture-minded private equity partner.⏱️ TIMESTAMPS1:02 — The Hawke Media mission: be the best at the lower and middle market everyone else abandons2:04 — Three sides of the business: 23 acquisitions, a venture fund, and an AI tool2:23 — How HawkAI started as a predictive analytics tool and became an internal advantage3:23 — 10 years of M&A: from one deal a year to 10 in a single year4:00 — Why Erik did 10 deals at once to intentionally break and rebuild the system4:30 — The mistake of over-complicating contracts to protect the downside5:22 — Putting the risk back on the seller — and the advice that made him reverse course6:32 — The actual deal structure: guaranteed profitability, no cash up front7:03 — Why a 23-deal track record means he never has to speak hypothetically8:13 — Who this deal structure actually works for (and who it doesn't)9:23 — The "I'll be a billionaire next year" founder problem10:09 — Why founders get bogged down by the back-office work they hate10:29 — Where Hawke fits vs. Mountain Gate, Herringbone, and the scout fund operators11:21 — Why most PE wants Erik to go enterprise — and why he says no12:17 — The "wild wild west" of lower middle market deals12:29 — Three days to a term sheet: how the process actually moves13:49 — Why "no cash up front" is the first thing he says, and the ego piece behind it14:36 — Why simplicity wins: the rev-share story and avoiding the retrade game15:21 — Doing this at scale now vs. before the name — why you can't just copy the playbook15:45 — Why a third of deals don't go well, and why you have to be able to absorb it16:45 — Acquisition isn't for everyone: you have to build the infrastructure first17:23 — Why integrity and over-disclosure are baked into how the deal works18:11 — "Ask me what I had for breakfast" — radical transparency with sellers18:57 — What's next: dominating lower and middle market marketing, the reverse-franchise model19:18 — Would Erik ever sell? Why he's not bowing out — but might take a PE partner20:54 — Why he needs a venture-minded PE fund, not a traditional buyout thesis22:38 — Cleaning up the balance sheet and earning the right to that conversation22:52 — Entrepreneurship as a "mental illness" and the Mexican taco stand exit planConnect with Erik on LinkedIn https://www.linkedin.com/in/erikhuberman/Connect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.co Hosted on Acast. See acast.com/privacy for more information.

Programa Nº 184 de "Voces del Misterio", trigésimo primero de la Temporada 2010/2011. “Efemérides (20 de Mayo), Entrevista a Miguel Blanco, Peña de Lobos, George Adamsky, Movimiento 15M, Sueños, Viajes en el tiempo, etc”. Comenzaremos con nuestras habituales Efemérides (20 de Mayo). Miguel Blanco (el popular periodista, director de "Espacio en Blanco" en RNE) nos presentará su última obra titulada "Otros Mundos. Las huellas de los antiguos dioses". José David Flores nos llevará a conocer un lugar inquietante: Peña de Lobos. José Manuel García Bautista nos hablará de George Adamsky. Mª Ángeles Leiva nos hablará de sueños. Las noticias se centrarán en el movimiento 15M y nuestra habitual "Aldea Irreductible" con Javier Peláez, en esta ocasión nos hablará de los viajes en el tiempo. Todo esto y mucho más en “Voces del Misterio”. Un programa dirigido y presentado por Jesús García con José Manuel García Bautista. Audio perteneciente a la primera etapa, en Radio Betis. Fecha de emisión: 20/05/2011 RECORDAROS que este PODCAST NO es el OFICIAL del programa “Voces del Misterio”. Para comentarios sobre los temas tratados o las opiniones de los colaboradores, podeís contactar directamente con el programa a través de su web (https://www.vocesdelmisterio.com) o el correo electrónico: "vocesdelmisterio@gmail.com". PARANORMALIA: https://paranormaliaweb.github.io/ (WEB), https://www.facebook.com/paranormaliaweb/ (Facebook) y https://x.com/paranormaliaweb (X).

¡¡NUEVO PODCAST!!-Carlos Humberto Delgadillo García… El nuevo rol del papá: Prevención, educación y espacios seguros en el hogar.  -Dra. Marilenca Bailey Jáuregui… “Relación entre la emocionalidad y lo psicosomático”  -Cartelera Cinematográfica... José Antonio Valdés Peña.    -Dra. Susana Canalizo… “La Piel de Papá”

Episode Topic: Magnifica Humanitas: Human Dignity in the Age of AI  Join the de Nicola Center for a conversation with University of Notre Dame experts on the import of Pope Leo XIV's highly anticipated first encyclical, “Magnifica Humanitas: On the Protection of Human Dignity in the Age of Artificial Intelligence.”Featured Speakers:Margaret McManaway, senior associate director, de Nicola Center for Ethics and CulturePaolo Carozza, Notre Dame Law SchoolPaul Scherz '10 Ph.D, '14 Ph.D., Our Lady of Guadalupe Professor of Theology, the ND–IBM Tech Ethics Lab Program ChairRev. John Paul Kimes, Notre Dame Law School & Raymond of Peñafort Fellow in Canon Law at the de Nicola Center for Ethics and Culture Read this episode's recap over on the University of Notre Dame's open online learning community platform, ThinkND: https://go.nd.edu/037150.This podcast is a part of the ThinkND Series titled Fireside ND.Thanks for listening! The ThinkND Podcast is brought to you by ThinkND, the University of Notre Dame's online learning community. We connect you with videos, podcasts, articles, courses, and other resources to inspire minds and spark conversations on topics that matter to you — everything from faith and politics, to science, technology, and your career.Learn more about ThinkND and register for upcoming live events at think.nd.edu.Join our LinkedIn community for updates, episode clips, and more.

Self-respect isn't a feeling. It's a contract you make with yourself, and most people break it the second it gets uncomfortable. In Part 2, Niyi breaks down the two biggest mistakes that keep people stuck: making excuses for situations they know are wrong, and wasting years deliberating instead of moving. He gets into why self-respect in relationships isn't about leaving, it's about being willing to leave, and why some relationships simply don't survive once you stop tolerating disrespect. Real talk on the price you pay for confidence, a Frederick Douglass story that'll stick with you, and a wrestler making weight on his brother's birthday that perfectly captures what self-respect actually costs in the moment. Haven't heard Part 1 yet? Start here: https://podcasts.apple.com/us/podcast/sports-motivation-podcast/id1055909466?i=1000769917324 (Apple) or https://open.spotify.com/episode/0fu5MBqgKelzbwEuFaT02o (Spotify). Ready to do the deeper work? Get the free Pe game visualization training at imnotyou.com/pressure.

Artificial intelligence is changing the rules of software investing, forcing private equity firms to adapt quickly and carefully. In this episode, we're joined by the team from Code & Co., one of the leading AI and tech due diligence firms serving private equity investors, to discuss how AI is transforming the way software companies are evaluated before a deal closes. Jim sits down with Code & Co. Managing Partners Dan Bender and Lukas Ingelheim along with Head of North America Kirby Montgomery to explain why tech due diligence is no longer just a checkbox exercise. Dan, Lukas and Kirby walk us through real-world examples of overengineered software, cloud optimization opportunities worth millions of dollars, and how PE firms can identify companies that are positioned to thrive rather than become the next commoditized AI feature. Whether you're a private equity investor, software executive, operating partner, founder, or technology leader, this episode offers a practical look at what separates durable software businesses from those at risk of being disrupted. About Code & Co.: Founded in 2016, Code & Co. has close to 1000 engagements behind them for more than 200 global funds. They are a global and fast-growing practice with offices in Berlin, London, Paris and New York. From a fast first-read all the way through post-close value creation, Code & Co. works across the full deal life cycle on both the buy-side and sell-side. Every member of the team is an operator with hands-on tech, product, and AI experience. That experience helps them take a confident view on where AI is building a real moat versus just being a feature that gets commoditized away. To learn more about Code & Co., check out their website (https://www.codeandco.com/) or visit them on LinkedIn (https://www.linkedin.com/company/codeandcogroup/). You can also connect directly with Dan, Lukas, and Kirby on LinkedIn: https://www.linkedin.com/in/thedanbender/ https://www.linkedin.com/in/ingelheim/ https://www.linkedin.com/in/kirbymontgomery/

From speaking at three major wealth management conferences in a single quarter to mapping out a pattern that's already reshaped accounting and is now creeping into law and the trades, Corey Kupfer breaks down the barbell effect and what business owners should be doing now to avoid getting caught in the middle. WHAT YOU'LL LEARN: In this episode, you'll discover what the barbell effect is and why it shows up across industries once consolidation and outside capital enter the picture, how accounting's shift from the Big Eight to the Big Four foreshadows what may be coming in wealth management, and why most deals positioned as mergers are actually acquisitions in disguise. Corey explains why firms stuck in the middle face higher overhead than small competitors and fewer resources than large ones, and how the same dynamic is showing up in the trades, from roofing to electrical. KEY INSIGHTS: The barbell effect describes what happens as an industry consolidates: large, well funded firms on one end, small boutique firms on the other, and the middle becoming the hardest place to operate, with higher overhead than small competitors and fewer resources than large ones. The accounting industry offers a preview of where wealth management may be headed. Corey points to the shift from the Big Eight to the Big Four, and to firms like Eisner and Amper merging to compete at a higher level, along with Apria's growth through acquisition. In legal, only attorneys can own law firms in most states, but Corey describes private equity entering through a managed services model similar to healthcare, where a non-legal company runs the back office while attorneys retain ownership of the practice. Corey shares a comment from his Entrepreneurs Organization lawyers group, that it is much easier to run a law firm under two million dollars or over ten million dollars in revenue than to be stuck in the middle, connecting this to the crossing the chasm dynamic of investing ahead of payoff. Drawing on NAPFA in Minneapolis, Corey notes many members are choosing not to sell to PE backed aggregators, even leaving value on the table, out of concern for fiduciary alignment, while noting he is relaying their perspective rather than judging it. He also points out most "mergers" are actually acquisitions, cites the 2026 Advisor Growth Strategies Report and DeVoe's data showing fewer buyers chasing more sellers and average seller AUM crossing a billion dollars, and closes by noting the same barbell dynamic in the trades, where consolidators and mom and pop firms both persist while the middle gets squeezed. Perfect for RIA owners weighing independence, succession, or sale, leaders of growing companies assessing their industry's consolidation cycle, and anyone navigating competition in the middle market. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/barbelleffect FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:04] - Introduction: the barbell effect and why Corey is talking about it now [00:04:23] - The NAPFA community conversation on succession and exit options aligned with values [00:08:37] - What the barbell effect is and why the middle becomes the hardest place to compete [00:12:21] - Why it's easier to run a law firm under two million or over ten million in revenue than to be stuck in the middle [00:16:14] - NAPFA advisors and the choice to stay independent from PE backed aggregators[00:19:55] - The barbell effect in the trades: roofing, gutters, and electrical consolidation[00:21:55] - Planning for industry evolution instead of being surprised by it Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 350 - Tom Dillon: Building a firm positioned for acquisition and succession Episode 339 - Solocast 74: Building your G2 and creating optionality for internal successionEpisode 331 - Solocast 72: Reading macro and industry trends without letting personal views distort business decisionsEpisode 327 - Solocast 71: Using authority marketing to build relationships and deal flow Keywords/Tags barbell effect, industry consolidation, RIA independence, private equity wealth management, mergers and acquisitions, internal succession planning, mergers of equals, middle market squeeze, fiduciary advisors, NAPFA, accounting industry consolidation, legal industry private equity, managed services organization, crossing the chasm, RIA exit planning, trades industry consolidation, deal driven growth, 2026 advisor growth strategies, business positioning strategy, exit strategy planning

Let’s Make a Deal! News Dominated by … SpaceX This week – Fed rate Decision Need a new CTP (SPACEX?) PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Make a Deal! - News Dominated by ... SpaceX - This week - Fed rate Decision - Need a new CTP (SPACEX?) Markets - Another V Formation - Nearing Highs again - IPO Madness - Anthropic and OpenAi - SpaceX IPO - could drain markets - More AI valuations through the roof DEDICATION: Stu Schifter - my good friend of 30 years passed away last night... battled Cancer for 2 years. Market Valuations - S&P 500 Forward P/E = 22.5 - 10-yr average =  19–20x - Long-term average 18-19 - Not cheap, pricing in a lot of earnings growth. - NASDAQ 100 forward P/E =  23-24 - 1-yr average   ~23x - 20-yr average  ~20–21x - Not screaming expensive on a forward basis - - NOTE: Training P/E = 33-40 NEW Playbook - But the Rumor and Buy the News - used to be Buy the Rumor and Sell the News - This is why there is an announcement about something and then a date to follow.... - Monday = Deal, Friday = signing On that note - What is the deal anyway? - Seems that we  (USA) moving out our navy before the final - Straights of Hormuz opening -?? - Has anyone seen the text? - We are no better than we were before all this started... Headline Nonsense - Fox Business: Beware the ticking time bomb hiding in your 401(k) - Required minimum distributions can trigger taxes on Social Security benefits and boost Medicare premiums - This is not a ticking time bomb. This is just reality when you have a lot saved and need to start withdrawals - HOWEVER - there are ways around this and we have helped clients with this. - - Listeners - if you have a 401k and think that you will be paying too much later on - we can take a look at the options... More Retirement Alerts - Social Security running out again.... - Less that 10 year until the reserves are exhausted - The Social Security Administration's newly released 2026 Trustees Report confirms that the federal retirement safety net is less than seven years away from fiscal depletion, as the Old-Age and Survivors Insurance (OASI) trust fund will completely exhaust its accumulated reserves in the fourth quarter of 2032. - Once the reserve dries up, ongoing tax revenues will cover only 78% of scheduled retirement benefits, according to the report. - Some of the blame is being laid on the OBBBA with higher standard deductions and lower taxes on SS Benefits - "The OBBBA also adds a temporary additional standard deduction for taxpayers over age 65," it says. "As a result, less income tax will be paid on Social Security benefits, and the OASI and DI Trust Funds will receive lower levels of revenue in the future from income taxation of Social Security benefits." PSA - The Food and Drug Administration (FDA) has classified a recall of more than 900 cases of Alfredo sauce at its highest risk level after a supplier recalled a dry milk powder ingredient used in the product due to potential salmonella contamination. - The FDA designated the recall as a Class I event, its most serious classification, meaning there is a reasonable probability that use of or exposure to the product could cause serious adverse health consequences or death. - The Coffee Connexion Co., Inc. - According to the FDA, the product was distributed in Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Monday Markets - 5:45PM Sunday night we see an announcement that there is a Deal! - Why 5:45PM???????? - Futures rally, oil drops - This is just days after the market already surged after a Truth Social post last Thursday that said that the US will "soon" sign a deal with IRAN ---- That pushed up markets quite a bit too - Buy the rumor and buy the news... Reality Check - Thursday: Trump told reporters in the Oval Office that “we have a deal that Iran will never have a nuclear weapon.” - Monday: 60-day period delay to continue discussions of nuclear issues - Is there a sucker in all of this? $ for IRAN - Supposedly there i some deal... - A $300 billion private fund designed ?to trigger investment into Iran is outlined in the U.S.-Iran framework agreement and more than half that sum has already been committed, a source with ?direct knowledge of the deal told Reuters. - The fund is designed to give both sides an economic incentive to conclude a final deal, said the source, who spoke on condition of anonymity because the plan has not yet been announced as Washington and Tehran prepare to sign on Friday. SpaceX - IPO - Finally! $135 per share - Rose to $160+/- on the debut day - Rather smooth process and very orderly - A total of $85B was raised - due to an add-on additional green-shoe that was allowed ($10B) for institutions. - Rose another $20% on Monday - Retail got about 20% of the deal (down from 30%) Oracle - Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business. - The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, and plans to raise another $40 billion in equity and debt. - Oracle's cloud infrastructure business gained 93% to $5.8 billion, and total cloud revenue is projected to jump about 61% in the quarter ending in August. - The increase of $5B over the course of the year was disconcerting to investors. - Shares dropped the most in over 6 months on the news CPI and PPI - May CPI was mixed but generally cooler on the core reading, with headline CPI up 0.5% month-over-month, matching consensus, while Core CPI rose 0.2%, below the 0.3% consensus and below Briefing's 0.4% estimate. - The softer core CPI reading suggests some easing in underlying consumer inflation pressures, which is the more constructive part of the inflation picture. - May PPI was firmer than expected on the headline reading, with PPI up 1.1% versus 0.7% consensus and 0.8% Briefing estimate, matching the prior month's revised 1.1% pace. - Core PPI rose 0.4%, matching consensus and coming in below the prior month's revised 0.7%, indicating wholesale inflation remained elevated but did not accelerate further on the core measure. - Taken together, the CPI and PPI reports point to a mixed inflation backdrop: consumer-level core inflation looked somewhat better, but producer-level price pressures remained sticky. Cyberdyne - Anthropic announced Claude Fable 5, a Mythos-class model that will be available to its enterprise customers and paid subscribers. - The company unveiled Mythos in April and has limited the rollout because of its advanced cybersecurity capabilities. - Anthropic said Claude Fable 5?s broad release is possible because of new safeguards that block responses in specific high-risk areas. - WAIT! The US government PULLED the plug on Mythos and Fable for any foreign national - From Anthropic - The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Anthropic models will not be affected. OpenAi - Confidentially flies for IPO - Sends financials and IPO materials to regulators - making sue all in good order. - This allows the company to iron out accounting, compliance, and regulatory issues in private without triggering a "media circus" or alerting competitors to their financials Last Friday..... - Nonfarm payrolls jumped a seasonally adjusted 172,000 for the period, down slightly from the upwardly revised 179,000 in April and far above the Dow Jones consensus estimate for 80,000. - The unemployment rate held steady at 4.3%, as expected. - Average hourly earnings rose 0.3% for the month and were up 3.4% over the past year, both in line with the Wall Street consensus. Screwworm - The New World screwworm has been detected in a 3-week-old calf in Zavala County, Texas, the first known case of that fly in the United States since 2017. - New World screwworm larvae “burrow into the flesh of living animals, causing serious damage to livestock and economic losses,” the U.S. Department of Agriculture said. - The USDA and Texas officials are taking immediate action to contain and eradicate the pest. - In December, the Food and Drug Administration granted conditional approval to the topical solution Exzolt Cattle-CA1, which is used to prevent and treat New World screwworm infestations and is produced by Merck & Co. - What is going to happen to beef prices? Real Estate - Nationwide, 5.8% of all home listings were pulled off the market in April, according to Redfin. - Delistings were up 3.8% compared with March. - Atlanta saw the highest share of homes come off the market in April, with 1 in 10 delisted. San Jose, California, followed with roughly 9% pulled, then Los Angeles (7.8%), Dallas (7.8%) and Seattle (7.7%).  In other news.... - The Japanese city of Utsunomiya has suspended all 94 of the primary and middle schools ?that it operates on Monday after its ?first-ever bear sighting, a municipal official said. - The city of half-a-million residents about 100 km (60 miles) north of Tokyo said ?the bear was first seen in a residential ?area near a park on Saturday evening. It ?remains at large after the last sighting early ?Monday morning about half a kilometre from a ?middle school.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); The Winner for the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Leaving a career you're good at is harder than leaving one that isn't working. Ryan Sullivan was a successful mechanical engineer who built a department from scratch — and then chose to walk away and start over. This episode is about that decision, what it took, and what he's built on the other side. Ryan joins Bryce to talk about career transitions, financial autonomy, and what it looks like to build a life by design instead of by default. He works exclusively with architects and engineers, which means he understands the mindset of someone who's been trained to solve complex problems — and he applies that same precision to financial and business planning. This is not a generic money conversation. It's about using financial clarity as a tool for making better career and life decisions. This episode is for AEC professionals at any stage who are wondering whether their financial position is actually giving them options — or quietly taking them away. About Ryan Sullivan: Ryan Sullivan, PE is the founder and principal wealth engineer of Off the Beaten Path Financial. He began his career as a mechanical engineer, built an engineering department from the ground up, and transitioned into financial and business planning to serve architects and engineers specifically. Ryan combines engineering precision with dynamic investment strategy to help clients build resilient financial plans that give them freedom and flexibility to live life on their terms. Learn more at [Off the Beaten Path Financial URL — confirm with Ryan]. What We Cover: Ryan's background in mechanical engineering and what led him to leave The decision to become a financial advisor and what that transition actually looked like Why he chose to focus exclusively on architects and engineers Cash flow as the foundation of financial health — what that means in practice Aligning money with purpose — and why that's different from standard financial planning How engineering precision translates into dynamic, adaptive investment strategy What financial autonomy actually looks like for AEC professionals The right fit question — how to know when to stay on a path and when to leave it Where to find Ryan and how to work with him Key Takeaways: Leaving a career that works is a different kind of hard — it requires clarity about what you're moving toward, not just what you're leaving Cash flow is the foundation; everything else — freedom, flexibility, options — gets built on top of it A financial plan that doesn't account for what you want your life to look like isn't a plan, it's a spreadsheet AEC professionals are well-positioned to think in systems — applying that to personal finance changes outcomes True financial autonomy means money stops making your decisions for you Resources + Links: Off the Beaten Path Financial: https://www.obpfinancial.com/ Guest LinkedIn: https://www.linkedin.com/in/ryan-sullivan-pe/  

Seven years after Slow wrote its first check, Sam sits down with Teamshares CEO Mike Brown as the company prepares to go public. Mike's core insight is simple: America has millions of durable, cash-flowing small businesses, but no great long-term owner. After buying and operating electrical contractors himself, he realized the opportunity wasn't another marketplace or PE roll-up, it was building a permanent holding company that acquires great businesses, gives employees ownership, and never sells. Today, Teamshares owns 92 businesses generating roughly $60M in EBITDA. The conversation explores why most roll-ups fail, why capital allocation is the true operating system of the business, and why the traditional private equity model may be running out of steam. Mike closes with an ambitious goal: grow corporate EBITDA from $19M to $100M by 2027 and create a forever home for thousands of small businesses.Chapters00:00 Episode Teaser Featuring Mike Brown, Teamshares CEO01:11 The Teamshares Origin Story04:48 From Wall Street to Buying Small Businesses10:47 Why Going Direct to Sellers Didn't Work (The FSBO Problem)13:18 Buying at Scale, The Teamshares Model15:27 92 Acquisitions and $60M EBITDA, Lessons Learned18:26 Why Generalist Hires Didn't Work19:08 Building a Leadership Pipeline23:46 The Internal YC, Community Across Portfolio Companies27:42 How Technology Powers 92 Businesses28:08 “Will This Business Exist in 50 Years?”32:21 Why Most Roll-Ups Fail37:30 The Road to $100M EBITDA39:51 The Long-Term Vision40:58 Capital Allocation as a Competitive Advantage42:34 Decentralized Leadership, Centralized Capital46:16 Why Private Equity Fails Small Businesses49:25 Going Public, What Comes NextWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/3tV4wdtZBukConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/britImportant Disclosures and Disclaimers:Teamshares has entered into a definitive agreement for a business combination with Live Oak Crest Acquisition Corp. (“Live Oak”), a special purpose acquisition company. In connection with the proposed transaction, a registration statement on Form S-4 (the “Registration Statement”) has been filed with, and been declared effective by, the U.S. Securities and Exchange Commission (the “SEC”). This podcast does not constitute an offer to sell or the solicitation of an offer to buy any securities. For important information about the proposed transaction, including where to find the Registration Statement and other legal disclaimers, please refer to the press release available at https://www.businesswire.com/news/home/20260527344175/en/Teamshares-Announces-S-4-Effectiveness-in-Anticipation-of-Nasdaq-Listing.Clarifications:Teamshares currently has 93 operating subsidiaries. Additionally, Teamshares has had documented revenue declines and business closures. A full reconciliation of non-GAAP measures to the most directly comparable GAAP measures, as well as Teamshares' audited GAAP financial statements, is available in the Registration Statement. Investors should review the full set of assumptions and risk factors accompanying these metrics in the Registration Statement.

Hablamos en Madrid con Haizam Amirah Fernández del Centro de Estudios Árabes Contemporáneos; en Bogotá con Édgar Quintero, periodista de "La Silla Vacía", y en La Paz con Raúl Peñaranda, director de "Brújula Digital"

In this episode Michael Pfeifer discusses metal fatigue. Fatigue is a common component failure mechanism that involves localized, permanent damage to metals exposed to cyclic stress.This episode is a companion to several articles and resources on the Industrial Metallurgists, LLC websitePrevent product delays: design to prevent fatigueFatigueImproving Fatigue ResistancePreventing Metal Fatigue-----------------------------------Michael Pfeifer, Ph.D., PE is a metallurgist and metals engineer at Industrial Metallurgists, LLC. Industrial Metallurgists offers ⁠⁠metallurgy consulting⁠⁠ and ⁠⁠metallurgy training⁠⁠ to design and manufacturing clients to help withComponent materials selectionManufacturing process developmentSupplier evaluationFailure analysis and root cause analysisHe received a B.S. and M.S. in Metallurgical Engineering from University of Illinois and a Ph.D. in Materials Science and Engineering  from  Northwestern University. He is a Professional Engineer, licensed in Illinois.He wrote a book - Materials Enabled  Designs. It teaches how to select materials that optimize product performance, reliability, and  cost.For more information about Michael go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.imetllc.com/about/⁠⁠⁠⁠⁠⁠⁠⁠⁠

Gráinne Regan from Mary Immaculate College, Ireland, joins guest host Dr. Michael Hemphill to discuss the article Restorative Practice in PE? Implementing Restorative Approaches in the Irish Primary Physical Education Classroom, published with Michelle Dillon and Richard Bowles. They discuss how one Irish primary school teacher used restorative practice (RP) to support children's social wellbeing in PE, and what this meant for the teacher's own professional identity and development.Full Cite: Regan, G., Dillon, M., & Bowles, R. (2026). Restorative practice in PE? Implementing restorative approaches in the Irish primary physical education classroom. European Physical Education Review, 1–18. https://doi.org/10.1177/1356336X261423791

Your friend sold for a great multiple. PE pays more than strategics. Earnouts are a trap. Wait for the right market. You're too small to sell. Here's what's actually true. ━━━━━━━━━━━━━━━━━━━━━━━━ TIMESTAMPS 00:00 Intro 00:20 Welcome and Episode Setup 02:00 Myth 1: "My Friend Sold for X EBITDA, That's My Benchmark" 07:30 Myth 2: "PE Always Pays More" (Or "Strategics Always Win on Price") 13:00 Myth 3: "Earnouts Are a Trap" 18:30 Myth 4: "I Need to Wait for the Right Market Conditions" 24:00 Myth 5: "I'm Too Small to Sell" 28:30 The Common Thread and What to Do Instead ━━━━━━━━━━━━━━━━━━━━━━━━ LISTEN AND SUBSCRIBE Podcast: https://www.revenuerocket.com/series/shoot-the-moon/ Website: https://www.revenuerocket.com Talk to us: https://www.revenuerocket.com/contact-us/ LinkedIn: https://www.linkedin.com/company/revenue-rocket-consulting-group ━━━━━━━━━━━━━━━━━━━━━━━━ Revenue Rocket is the premier M&A advisor to IT services companies, helping owners in the lower middle market navigate sell-side and buy-side transactions with specialized expertise and hands-on deal management. Shoot the Moon is their weekly podcast covering M&A strategy, valuation, and growth for IT services leaders including MSPs, cybersecurity firms, cloud providers, VARs, and digital transformation companies. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

o pod dywan" - zapewniła w Popołudniowej rozmowie w RMF FM Marzena Okła-Drewnowicz, komentując sprawę 28-letniego warszawskiego radnego i lekarza z Koalicji Obywatelskiej, który w ubiegłym roku w trakcie specjalizacji miał zarobić aż 1,6 mln zł. Pełnomocniczka rządu ds. polityki senioralnej mówiła też o problemach z medalami za długi staż małżeński i bonami senioralnymi.

Malul Vânăt / A River's Gaze, primul film din trilogia despre iubire în mediul rural, semnat de regizoarea Andreea Cristina Borțun și primul proiect românesc susținut de actorul american de origine română Sebastian Stan se lansează în premieră națională la TIFF 2026 în cadrul Zilelor Filmului Românesc. Filmul este o dramă antropologică ce adoptă o abordare aproape unică în cinemaul românesc: distribuția este formată în proporție de peste 60% din actori neprofesioniști din satele unde Andreea Cristina Borțun a realizat documentarea pe teren timp de șase ani (2017–2022), iar filmările s-au desfășurat pe durata a patru anotimpuri, pentru a surprinde ciclul naturii și al vieții rurale. Am discutat cu Andreea Borțun despre dramaturgia elastică care a stat la baza construcției filmului Malul vânăt și a protagonistei sale, Lavinia, o mamă singură care se luptă pentru a oferi o viață mai bună fiului ei de 14 ani, Dani, într-un sat din sudul României. Pe fondul migrației spre Vest și al transformărilor sociale, visul Laviniei de a renova casa lor și de a trăi o viață liberă de constrângerile pe care comunitatea sa i le impune.

News over the weekend that the U.S. and Iran have reached a peace agreement make Kevin Warsh's job "a lot easier" on moving interest rates, says Ted Thacther. He explains how the deal eases inflation fears as stocks move higher into the start of Monday's trading session. Ted also likes Nvidia (NVDA) as forward P/E hovers near a 10-year low. Microsoft (MSFT) is another Mag 7 name he sees having substantial upside after getting beaten down in the SaaS-pocalypse. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Every CRNA school interview panel asks about shock. Most applicants can name the four types. What separates the answers that land is mechanism — Frank-Starling in hypovolemic, the afterload trap in cardiogenic, iNOS-driven nitric oxide collapse in distributive, RV dilation and septal shift in obstructive. This episode covers all four shock states at the cellular level: hemodynamic profiles, bedside clues, and the exact language to use when a program asks you to walk through shock in an interview. We have a full shock states lesson inside The CRNA Club learning library — hemodynamic profiles for every shock type, built for CCRN prep and CRNA interview practice. Start your free seven-day trial. FREE RESOURCES TO HELP YOU ON YOUR CRNA JOURNEY: Transcript Analyzer - Find out if your GPA is competitive for CRNA school 9-Step Application Checklist - Every step you need to apply to CRNA school, in order CRNA School Database - Search and compare 140+ CRNA programs Certification Planner - Your personalized CCRN study schedule Timeline Generator - Build your personalized application timeline Try The CRNA Club FREE for 7 days - The only tool personalized to YOUR CRNA school journey CHAPTERS: [00:00] Cold open: warm post-op patient, ambiguous shock type [01:30] Welcome and shared framework: shock as inadequate tissue perfusion [02:30] Tank, pump, pipes, obstruction overview [03:00] Hypovolemic shock: Frank-Starling, sympathetic compensation, why pressors alone fail [06:00] Mid-episode: learning library shock lesson [07:00] Cardiogenic shock: calcium handling failure, the afterload trap, inotrope rationale [10:00] Distributive shock: iNOS, nitric oxide, why norepinephrine targets the right receptor [13:00] Obstructive shock: PE anatomy, tension pneumo, tamponade — and Beck's triad caveat [15:00] How to answer the shock question in your CRNA interview [16:30] Three clinical takeaways and cold open callback Follow us on Instagram: @thecrnaclub More resources at THECRNACLUB.COM

Acest episod din Baricade a fost filmat într-un moment în care Eugen Tomac era încă premierul desemnat. Între timp, vestea acestei duminici (14 iunie) a schimbat complet tabla de șah politic: Tomac și-a depus mandatul, iar președintele Nicușor Dan l-a numit pe Adrian Veștea. Chiar vă rugăm să ne spuneți în comentarii: ce părere aveți despre această nouă mutare de la Cotroceni? Cum vedeți noul iureș politic? Înainte ca această bombă politică să explodeze, noi ne-am așezat la masă și am pus o întrebare grea, care ne apasă pe toți: Mai avem viitor în România? O dezbatere serioasă, cu argumente tari, perspective diferite și destule scântei între Radu Naum și Cătălin Striblea. Dacă îți place ce facem, nu uita să apeși pe SUBSCRIBE, să dai un LIKE și să activezi clopoțelul pentru notificări! 00:02:00 "Trăim în cea mai simpatică țară din lume" 00:12:50 Mai avem viitor în România? Argumentele lui Radu Naum 00:16:40 Cătălin Striblea: „În următorii ani, ești într-unul dintre cele mai bune locuri de pe pământ" 00:18:30 Paradoxul românesc: De ce avem cea mai mare migrație pe timp de pace? 00:21:00 O țară sufocată de clasa politică 00:25:18 Ce se întâmplă cu școala românească? 00:32:50 Sentimentul că "nu existăm" pentru stat 00:35:00 Care este, de fapt, modelul cultural românesc? 00:38:00 Cum funcționează România profundă? Despre „Neîncrederea" lui Radu Umbreș 00:45:20 Locul în care s-au întâlnit hoții cu proștii 00:47:17 Interviul cu Valeriu Stoica la Leaders 00:55:10 Vive la France éternelle 00:58:20 Exemplele bune din societate care ne dau speranță 01:02:45 O întâmplare bizară în parcarea unui mall 01:06:30 Portugalia: Un exemplu de succes în UE din care putem învăța 01:07:50 Pe când un parteneriat civil și în România?

Americana Partners LLC Market Commentary is a financial podcast for investors, clients, and market-focused listeners who want clear perspective on the economy, investing, and portfolio strategy. Hosted by Melissa Giles and based on the market views and special reports of David M. Darst, Chief Investment Officer at Americana Partners, the show breaks down monthly market commentary, economic conditions, investment strategy, asset allocation themes, and the forces shaping today's financial markets. Each episode is designed to help listeners better understand market trends, long-term investing, and how to think clearly in changing environments. If you are looking for a smart, approachable source for market updates, economic outlook, wealth management insight, portfolio positioning, and investment commentary, subscribe to stay informed with timely perspectives from Americana Partners.   Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/  Americana Partners Website - https://www.americanapartners.com/  Linked In - https://www.linkedin.com/company/americana-partners/  Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF  iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853    Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. 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The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. 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In this episode of The PE Umbrella podcast I am joined by Education research consultant, Vicky Randall.This episode discusses the topic of movement competence and delves into fundamental movement skills, transitional movement skills, the proficiency barrier, the impact of upbringing on movement competency, transitional movement skills in PE lessons, and signs of progress in movement learning. We also explore practical ways to support movement development in lessons, emphasising the importance of repetition and simplification.So what are you waiting for? Come on over and join us under the umbrella.Get that note pad and pen at the ready!

What are the warning signs of a deep vein thrombosis (DVT) and pulmonary embolism (PE), and how is medical innovation changing how we treat blood clots today? In this episode of The Heart of Innovation, hosts Kim McNicholas and interventional cardiologist Dr. John Phillips sit down with Richard Davis, an engineer and medical developer whose life was completely rewritten after being hit by a truck at 23 years old. Richard shares his gripping story of survival—from being pinned inside a vehicle to developing life-threatening blood clots, surviving severe pulmonary embolisms, and ultimately transitioning his expertise into creating vascular medical devices that save lives. Discover how modern medical advancements are moving beyond standard medical therapy to actively remove clots and restore blood flow safely. TIMESTAMPS & CHAPTERS 0:00 - The Accident That Changed Everything 2:15 - Living with an Undiagnosed Clotting Disorder 4:40 - Facing a Life-Threatening Pulmonary Embolism 7:10 - Moving Beyond Medication: Advanced Clot Removal 9:35 - How Patient Participation Drives Medical Innovation 12:00 - The Next Generation of Vascular Care GET FREE MEDICAL SUPPORT & ACCESSIBLE RESOURCES If you or someone you know is dealing with deep vein thrombosis, severe leg pain, swelling, or vascular complications, find absolute support with our completely free community connections: Free Vascular Resources & Specialist Connections: https://www.padhelp.org Learn More About Enrolling in Clinical Trials: https://www.padtrials.org Call the Leg Saver Hotline: 1-833-PAD-LEGS (1-833-723-5347) Join the Private Facebook Support Group: http://www.PADsupportGroup.org Stream Live Radio Every Saturday Morning on AM 1220 KDOW or visit: https://www.theheartofinnovation.org                                          #PulmonaryEmbolism #VascularHealth #BloodClotSurvival #MedicalInnovation #TheHeartOfInnovation #PatientAdvocacy #DVTPrevention    

Story of the Week (DR):SuperBroIpoDystopia: Some key facts: MMa record-breaking $135 per share with$1.8T valuationTo make that math make sense, analysts estimate the company needs to grow its sales by 50% every single year for the next decadeSpaceX lost $4.9B last yearWall Street is Being Treated Like Order-Takers: Musk pre-set the IPO price strictly at $135 and dictating exactly which investors got allocations. This forced major investment banks like Goldman Sachs and Morgan Stanley to act as glorified order-takers without even knowing their exact compensation beforehandSaudi Aramco $1.7T; Alibaba: $237B; Facebook $118BNasdaq aggressively pushed through "fast-entry" rule changes specifically to allow mega-caps like SpaceX to bypass the traditional year of seasoning and enter the Nasdaq-100 in just 15 trading days. This forces passive index funds to buy in blindly to avoid tracking errorsMeme stocker bros: $100B in share orders30% of $75B offering is earmarked for individual retail investors. This effectively shifts late-stage, hyper-inflated valuation risk away from institutions and onto the public.BlackRock $5BInstitutional investors admitted that when they bought into SpaceX privately, they were given high-level revenue figures but were denied a copy of the actual balance sheet—an unprecedented lack of transparency for a company raising tens of billionsUniversity of Washington more than 10% of its $17B in assetsUNC about 10%SpaceX will make $75B in proceedsSaudi Aramco $26B; Alibaba $22BElon Musk's Absolute Voting Tyranny (80% of voting power)personal net worth has officially skyrocketed past $1.1TSpaceX's foundational scale was built on the back of the American public, securing over $20 billion in U.S. federal government contracts to fund its rocket developmentAntonio Gracias: personally lent Musk $1M to keep him afloat; his PE firm Valor gave $76MThat $1M lifeline and early institutional backing from 2008 have compounded into what analysts are calling the most lucrative return on a personal favor in business history.The Second-Largest Shareholder: Through various Valor entities, Gracias controls roughly 7.3% of SpaceX's Class A stock (more than 500 million shares)Gracias's stake is officially worth anywhere from $91B to over $140BThis single corporate listing instantly catapults Gracias into the ranks of the world's 50 richest people.The big party: combined valuation of $3.6TAnthropic ($965B) filed confidentially on June 1OpenAI ($1T) filed confidentially on June 8"We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it's a complicated set of tradeoffs, and this gives us the option to go public sooner if that ends up being best."What does it all amount to? 4 horrible objectives:Funding a Sci-Fi Passion Project with Public CashBecoming the Pentagon's Irreplaceable War MachineForget the folksy narrative that Starlink is just for connecting rural schools or isolated communities: SpaceX is systematically turning itself into the ultimate military contractorProject Starshield: Those satellites are the foundation for a highly classified, militarized version of the network designed for government surveillance, secure communications, and real-time battlefield tracking.Too Big to Regulate: By launching the vast majority of the world's payloads and controlling the dominant orbital communications network, SpaceX is making the U.S. military entirely dependent on its hardware. The ultimate point is to become so deeply embedded in national defense that the government can never afford to regulate, penalize, or dismantle Musk's empireAn Orbital Real Estate Land GrabBuilding a Borderless, Lawless EmpireSpaceX is attempting to build a tech infrastructure that exists entirely outside the jurisdiction of EarthUltimately, SpaceX isn't trying to save humanity from a dying Earth; it's trying to ensure that whoever controls Earth's future has to pay rent to Elon MuskIran threatens Elon Musk's companies in Middle East: Iranian state mediaAll of Elon Musk's companies in the Middle East are military targets for Iran as it retaliates against the U.S., Iranian state media outlet Fars reported.The targets include a regional Starlink ground station, according to Fars.Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governanceThe letter to the heads of the Nasdaq, S&P Dow Jones Indices, FTSE Russell and Morningstar Indexes sent on Thursday asked the companies whether they had made or considered rule changes based on lobbying from Elon Musk, other SpaceX officials or officials from OpenAI or Anthropic, and asked for any communications between the companies and the indexesLSEG, which owns the FTSE Russell, and Nasdaq declined to comment. Morningstar did not respond to a request from CNBC for comment.S&P Dow Jones Indices didn't comment on the letter, but the company noted it had decided not to change its rules regarding indexes: “S&P DJI determined that exceptions to these requirements should not be granted solely based on market capitalization,” it said in a statement to CNBC. “The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements.”Democrats ask Goldman Sachs CEO why he's keeping lawyer who said she'd resign over ties to EpsteinGoldman Sachs CEO David Solomon is facing new scrutiny from congressional Democrats over his reported effort to retain the bank's top lawyer months after she said she would resign over revelations about her ties to convicted sex offender Jeffrey EpsteinIn a letter sent Wednesday:U.S. Senator Elizabeth Warren (D-Mass.), Ranking Member of the Senate Banking, Housing, and Urban Affairs CommitteeRepresentative Raja Krishnamoorthi (D-IL), Ranking Member of the Subcommittee on Health Care and Financial Services on the House Oversight Committee“Ruemmler ‘educated (Epstein) on how the law differentiates between underage victims of sex crimes and adult prostitutes…'”In February, Ruemmler announced her resignation from Goldman Sachs, effective June 30, 2026: “At the time, you stated that you “reluctantly” accepted Ruemmler's resignation. While Goldman Sachs has declined to comment on this matter, new reporting suggests that you ‘pressed' her to reconsider her resignation and instead move to a new position within the firm.”Teardown of Trump Phone Reveals Incredibly Embarrassing SecretA recent teardown by repair company iFixit confirmed that the T1 is an almost entirely unmodified HTC U24 Pro, a two-year-old and mid-tier Android phone, with a cheap coat of gold colorationTrump is selling an entirely Chinese smartphone, despite waging an economic war against the country.Apart from minuscule changes to the speaker grille and a lengthened flex cable, iFixit concluded that “everything is the same, except the pattern of holes in the case.”Goodliest of the Week (MM/DR):DR: Google and Meta denied new trial in youth social media addiction caseMM: In the United States, Solar Energy is Outpacing Coal for the First Time EverAssholiest of the Week - SPEED ROUND (MM):BP's useless, reactionary board of directors: BP drops net zero division in wake of boardroom turmoil; BP's new CEO Meg O'Neill rips up the energy giant's playbook—and the ‘green' era with it - 10Ryanair blowhard CEO Michael O'Leary: Ryanair investigated over charging parents to sit with children - 5EV killing GM and Mary Barra: GM is pivoting its battery expertise toward powering AI data centers and the grid - 10Every company that fired employees and replaced them with AI: Unfortunate Company Accidentally Blows Half a Billion Dollars on Claude in One Month; AI sticker shock hits corporate America - 10Everything out of Alex Karp's fat mouth: Palantir CEO Alex Karp says executives who brag about their AI cuts might as well ‘sign up for the Bernie Sanders manifesto'; Palantir CEO says AI companies 'don't understand how unlikeable they are'; - 10Sorry Liz, this is investors job: Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governance - 0Every investor in SpaceX IPO: Franklin Templeton to participate in SpaceX IPO, CEO Johnson tells CNBC; SpaceX IPO demand is approaching four times oversubscribed, source says; Wall Street's undignified SpaceX mania; SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' - 10Billionaires: Billionaires' Billions Are Increasing Faster Than Ever - 10Beef (not Ebola): Elon Musk Faces Backlash as a Horrific Texas Screwworm Outbreak Follows Brutal DOGE Budget Cuts - 10Mark: Meta Furious Over Bombshell Smart Glasses Revelation“Last week, Wired reported that Meta discreetly moved to infuse facial recognition tech into its popular smart glasses, as evidenced by a piece of code discovered in the Meta AI app by the magazine's journalists.” - 10Headliniest of the WeekDR: UBS CEO [Sergio] Ermotti hopes to step down before 2030MM: You Can Now Get a Religious Exemption From Using AI at Work“The funniest possible outcome of the AI mandate era is about to be HR departments discovering that ‘sincerely held religious belief' under Title VII has a much lower bar than they assumed, and Pope Leo handed every Catholic employee a written excuse,” tweeted San Francisco-based startup founder Corey Quinn. (Title VII of the Civil Rights Act prohibits employment discrimination and retaliation based on race, color, national origin, religion, and sex.)MM: Furious Judge Cancels Entire Trial After Finding Out Lawyers on Both Sides Used AIWho Won the Week?DR: HTC U24 Pro, a two-year-old and mid-tier Android phone. Or maybe it was the cheap gold paint?MM: Everyone religious - what CAN'T you opt out of using a religious exemption? PredictionsDR: Attacking dictator-run companies (i.e., Iran/Tesla) starts to enter the realm of normalcyMM: Atheists adopt a religion to opt out of tech bro oligarchies

Will new PE guidelines redefine risk and therapy in pulmonary embolism (PE) care? In this episode of the BackTable podcast, host Dr. Michael Barraza is joined by interventional cardiologist Dr. Jay Giri and emergency physician Dr. Trevor Cummings to break down the latest changes in PE management. They discuss how multidisciplinary pulmonary embolism response teams (PERT) are implementing these guidelines at their institutions, the introduction of a more nuanced A-E risk stratification system, and the challenges of enrolling experienced centers into clinical trials as device innovation accelerates. --- Get the BackTable apphttps://www.backtable.com/app --- This podcast is supported by Inari Medicalhttps://www.inarimedical.com/flowtriever-system --- Timestamps 00:00 - Introduction 01:24 - Building a PERT Team04:59 - Trials Shaping PE Care 10:20 - Why New Guidelines Now 14:06 - New Risk Categories Explained 19:51 - Applying Guidelines Locally 23:34 - What Is C1 Risk 27:52 - New D Category Explained 30:33 - Evidence for Aggressive Therapy 33:31 - How PERT Teams Communicate 38:22 - Upcoming PE Trials Pipeline 43:42 - Program Growth and High Risk Trials 45:46 - Closing Remarks --- More about this episode The conversation highlights the growth of catheter-directed lysis and mechanical thrombectomy, the rationale and practical impact of the new Category D for incipient cardiopulmonary failure (including normotensive shock), and the incorporation of PESI, sPESI, and Hestia for risk assessment. Additional topics include decision-making for low-risk patients, lactate and biomarkers for identifying higher-risk cases, communication strategies within PERT teams, AI-enabled risk stratification, and a preview of upcoming trials (PEITHO, PRAGUE-26, PEERLESS-2, PE-TRACT, and PERSEVERE) that are set to further transform PE care. --- Resources Management of Massive and Submassive Pulmonary Embolism, Iliofemoral Deep Vein Thrombosis, and Chronic Thromboembolic Pulmonary Hypertension: A Scientific Statement From the American Heart Associationhttps://pubmed.ncbi.nlm.nih.gov/21422387/ Surgical Management and Mechanical Circulatory Support in High-Risk Pulmonary Embolisms: Historical Context, Current Status, and Future Directions: A Scientific Statement From the American Heart Associationhttps://pubmed.ncbi.nlm.nih.gov/36688837/ Interventional Therapies for Acute Pulmonary Embolism: Current Status and Principles for the Development of Novel Evidence: A Scientific Statement From the American Heart Associationhttps://pubmed.ncbi.nlm.nih.gov/31585051/ Ultrasound-Facilitated, Catheter-Directed Fibrinolysis for Acute Pulmonary Embolismhttps://pubmed.ncbi.nlm.nih.gov/41910345/ PEERLESS II: A Randomized Controlled Trial of Large-Bore Thrombectomy Versus Anticoagulation in Intermediate-Risk Pulmonary Embolismhttps://pubmed.ncbi.nlm.nih.gov/39132600/ Rationale and design of the PE-TRACT trial: A multicenter randomized trial to evaluate catheter-directed therapy for the treatment of intermediate-risk pulmonary embolismhttps://pubmed.ncbi.nlm.nih.gov/39638275/ Reduced-Dose Intravenous Thrombolysis for Acute Intermediate–High-risk Pulmonary Embolism: Rationale and Design of the Pulmonary Embolism International THrOmbolysis (PEITHO)-3 trialhttps://pubmed.ncbi.nlm.nih.gov/34560806/ Design and rationale of the PERSEVERE study: a randomized controlled trial of large-bore mechanical thrombectomy versus the standard of care for high-risk pulmonary embolism https://pubmed.ncbi.nlm.nih.gov/41453591/ Design and rationale of PRAGUE-26: a multicentre, randomised trial of catheter-directed thrombolysis for intermediate-high risk acute pulmonary embolismhttps://pubmed.ncbi.nlm.nih.gov/40464677/ --- BackTable Vascular & Interventional (VI) is the go-to podcast for interventional radiologists, vascular surgeons, and interventional cardiologists. Download the free BackTable app to get early access to new episodes, cases, and courses curated by physicians in your specialty. ► https://www.backtable.com/app

Tired vs. Wired: $4 Trillion in IPOs Coming, $100B in M&A, and Why the SaaSpocalypse is Over The public markets spent the last twelve months telling you B2B software was finished. Stocks down 60 to 70 percent. PE firms buying nobody. For the first time in history, software trading at a discount to the S&P 500. And at the exact same moment, Anthropic is projecting $50 billion in revenue, Cursor is getting acquired for $60 billion, and SpaceX, Anthropic, OpenAI, and Databricks are about to generate more market value than every other IPO since 2000 combined. Both things are true - and which one defines your next 18 months depends entirely on one question: are you tired or are you wired? In this episode, SaaStr CEO and Founder Jason Lemkin calls the market as he sees it, names who is winning and who is pretending, and makes the case that the Cambrian explosion in B2B is just getting started. You'll learn: Why the SaaSpocalypse was never about B2B dying - it was about pre-AI software dying - and what the Palantir, Twilio, and Atlassian re-acceleration stories actually tell you The four categories every B2B company falls into right now, and why category four founders need to stop pretending the recovery is coming on its own Why vibe coding your CRM is dead as a concept, and what "putting deals on your calendar" actually means as a product strategy Why your biggest near-term competitive edge might be two days of engineering work - making your API agent-friendly before your competitors do What SaaStr's own journey from 20 humans to 3 humans and 21 agents teaches you about consistency as the only real cheat code in agents This is for you if: Your growth has slowed and you are not sure whether it is a market problem or a you problem - this session will help you figure out which You are a founder or exec who has been in the "AI is coming" conversation for a year but has not yet seen it show up in your revenue You want the unfiltered version of where B2B is headed in the next 18 months, including the parts most people are too polite to say out loud

Get our Investment Guide: https://clickhubspot.com/klsr Episode 832: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to legendary fund manager Barry Ritholtz( https://x.com/Ritholtz ) about the behaviors that destroy returns for investors and how to avoid them.  — Show Notes:  (0:00) Intro (2:19) christmas tree portfolio (4:43) the cowboy account (9:51) day trading (11:09) Barry yells at Lloyd Blankfein (13:46) panic selling (16:45) sam picks a fight (18:46) direct indexing (21:43) Great investors  (27:25) 90% of everything is crap (36:14) Elon's foray into PE (44:02) Predicting the housing crisis (46:01) spending a year as the dumbest guy on wall street (49:01) Why bubbles are good for the economy — Links: • How Not To Invest - https://www.hownottoinvestbook.com/ — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

It's hard to execute today. Growth has slowed, and costs are up. If you own, advise, or operate a PE-backed company, this episode offers a behind the scenes look at some plays you can run to execute your way through the chop. Paul Stansik and Jim Milbery cover sales training, customer support data, weekly go-to-market reporting, speed-to-lead, AI-assisted engineering, video marketing, release velocity, and other practical moves that are improving execution. These are all moves you can make that we've seen make a difference. Try some out yourself and let us know how it goes. Private Equity FunCast New Episodes Every Wednesday