Podcasts about Pe

Does square dancing count as an athletic activity? Lupe Wong doesn't think so and is willing to fight the system to make her point. Readers from Charles Hart Middle School in Washington, DC discuss the book with host Kitty Felde and interview the writer Donna Barba Higuera. Our celebrity reader is the former president of United Square Dancers of America. 

Could LISA detect primordial black holes or gravitational waves from the Big Bang? Neil deGrasse Tyson and co-host Chuck Nice explore LISA and the future of gravitational wave astronomy with astrophysicist Kelly Holley-Bockelmann.NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here: https://startalkmedia.com/show/gravitys-cosmic-symphony-with-kelly-holley-bockelmannThanks to our Patrons Bobby, Ron Abernethy, yogesh job, Jared Richardson, cgillies87, John .A, Russell Hughes, Andy Revans, Darkeiser, TRacey Rankin, Anna Elliott, Andres Ortiz, Vavilov, Jeremy Nadeau, Mr Wolfgang, NorCalPhys, Advait Aithal, Alii Torres, Cody Pflieger, David Mauricio Perez de la Peña, Tommy Hadden, Kayce Rawlins, Ryan, Brian Hendershot, jenna Mich, smopeh, Boris Bendikov, Eileen, Matt Zullow, James Pickney, Micheal del Campo, Marsya, MomShikib, Syaz S., Jacob Harasymenko, Kevin Ingalls, Tom Reed, Paul S AKA Paul Biberdork, Treven Price, Tatiana, The Eye Child, STEPHEN R SMALL, Jedi_B0mbadil, Milton Flávio S. Teixeira, Davey_D, Mathys Marselis, fungus finder, Micheal French, Ngakora Beal, Mike Schaar-Ney, Robert Lima, Adam Small, Gonzalo Galetto, Nathan, DC, DGS DGS, Don, Mike McClelland, Arthur Pew, Matthew Vierra, Jeppe Fjordside, Sydney Wolf, and Caleb Carter for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With fresh economic data and anticipated interest rate cuts from the U.S. Federal Reserve, the market has a lot to look forward to as the back-to-school season ushers in a time of renewed focus. In this episode, host John Bryson sits down with Matt and Emily for a timely check-in as summer draws to a close.They delve into the recent uptick in global Purchasing Managers' Index (PMI) readings and how it might signal shifts in market sentiment. They also explore the current phase of U.S. earnings growth and discuss their strategies for stocks and bonds in the current market landscape. Here's a glimpse into the conversation.1 What opportunities do you see in bonds and equities?Emily: We favor high-quality bonds like investment-grade corporates, mortgage-backed securities, and municipal bonds due to elevated yields and potential duration benefits. In stocks, we think it's time to shift from riskier market segments to high-quality stocks. We are focusing on sectors like technology, communication services, and industrials, emphasizing companies with strong returns on equity and reasonable PEG ratios.2 How do you view the current phase of the market cycle with regard to U.S. earnings?Matt: Earnings growth will have to remain the key driver of equity returns as dividend yields are low and P/E ratios are high. S&P 500 Index earnings have exceeded expectations, but Q3 and Q4 earnings performance will be crucial to watch. Ultimately, we think strong earnings are the best thing this market's got going for itself.3 How do you interpret the recent bounce in global PMI, especially for U.S. manufacturing and services?Emily: Global PMI showed a reacceleration in growth in August. The U.S. manufacturing PMI at 53.3 was the highest reading of the year. U.S. services also performed well. United States is showing better relative growth compared to Europe, leading us to favor U.S. equities.

This is a theory breakdown episode of the universal theory of acceptance and use of technology (UTAUT). It is recorded by Sean Fullerton and is a companion podcast to episode 377 in which he describes research on PE teachers acceptance and use of fitness based technologies where he employed this theory

[AUTOPROMOCJA] Pełnej wersji podcastu posłuchasz w aplikacji Onet Audio. W najnowszym odcinku Raport Międzynarodowy Witold Jurasz i Zbigniew Parafianowicz odpowiadają na zaległą korespondencję od widzów. Prowadzący zaczynają od pytań dotyczących spraw bieżących, nie zabraknie więc komentarza do listu Donalda Trumpa adresowanego do państw członkowski NATO. Ultimatum Białego Domu dotyczące kupowania rosyjskich paliw kopalnych postawione przywódcom krajów NATO Witold Jurasz odczytuje jako kolejny gest powolnego oddalania się Stanów Zjednoczonych od Europy. Zbigniew Parafianowicz w typowym dla siebie polemicznym tonie niuansuje stanowisko amerykańskiego prezydenta wskazując na wyjątkowo niejednoznaczne stanowisko Zachodu wobec handlu z Rosją. O tym usłyszą Państwo w dostępnym na naszej stronie głównej i kanale YouTube fragmencie.  Pełna wersja podcastu Raport Międzynarodowy dostępna jest w subskrypcji Onet Premium, a w niej Witold Jurasz i Zbigniew Parafianowicz skomentują zabójstwo Charliego Kirka - amerykańskiego ultrakonserwatywnego aktywisty i jednej z czołowych twarzy ruchu MAGA. Omówią skazanie Jaira Bolsonaro, byłego prezydenta Brazylii na 27 lat więzienia za jego zaangażowanie w próby dokonania przewrotu. Nie zabraknie też opinii dotyczących spraw krajowych, w tym trudnej i szorstkiej współpracy między Rządem a Prezydentem Karolem Nawrockim, również w kontekście reagowania na atak rosyjskich dronów na terytorium Polski.  Prowadzący dziękują za wszystkie nadesłane przez widzów maile, również, a może szczególnie, te zawierające konstruktywną krytykę, która pozwala na rewizję ewentualnych potknięć lub zwyczajnie podsyca atmosferę intelektualnego fermentu podcastu. Przepraszają także za nie zawsze rychłe odpowiadanie na pytania niezmiennie dociekliwych, czujnych i pomocnych widzów.

Don and Tom take listeners on a “mountaintop” look at today's frothy markets, exploring elevated valuations, retail trading spikes, and record margin debt. They unpack what these numbers really mean, warn against trying to time the market, and reiterate the need for diversification and a long-term plan. Listener questions include a young investor's Fidelity-heavy portfolio, a 30-something's aggressive allocation and risk score mismatch, and a listener inquiry about “investwithroots.com,” which Don dissects as a private real-estate fund with fees and risks that outweigh its glossy promises. 0:04 Opening from the market “peak” and climbing metaphor 1:38 Market valuation discussion: P/E ratios, concentration in top 10 stocks 3:21 Surge in retail trading, meme stocks, margin debt, Robinhood sentiment 5:13 Economic uncertainty and why market timing doesn't work 6:11 Staying with your plan and portfolio diversification 7:15 Risks of U.S. large-cap concentration in typical portfolios 8:03 The need to include small-cap, value, and international stocks 9:14 Eugene Fama's “trading is like soap” warning and why trading destroys wealth 10:46 Practical advice: stop trying to outsmart the market, build a plan 13:22 Listener Q1: 18-year-old's portfolio—too much large-cap, not enough international or small value 16:15 Listener Q2: 30-year-old with $100K—good diversification but needs bonds for risk profile 19:25 Listener Q3: Investwithroots.com analysis—fees, geographic risk, private REIT red flags 24:16 Why public REITs like Vanguard's VNQ offer better diversification/liquidity Learn more about your ad choices. Visit megaphone.fm/adchoices

From a $637 million PE acquisition of healthcare of a DSP to acquisitions of freshly minted startups, there's been a flurry of ad tech deals this month. And they have one thing in common: AI.

Send us a textJoin the Galactic Battle PE Nation!Let's transform your PE class with Space Battle, a target game using four-square grids as "spaceships" where students defend their pins while trying to knock down their opponents'. This game combines strategy, teamwork, and skill development while keeping all students actively engaged throughout.• Setup requires four-square grids (painted, chalked, or taped) representing spaceships• Bowling pins serve as "engines"• Teams of 4-6 students per ship • Last team with standing pins wins, or team with most pins after time limit• Variations are unlimited• Excellent opportunities for strategy discussions between rounds• Even eliminated teams can continue participatingTake care,DaveGrab a copy of the PDF HEREArticle on Space Battle with rules and setup.Check out supersizedphysed.com for more resources, including free PDFs, articles, and courses to help with your PE program. Please leave a review to help grow this podcast and keep pushing our profession forward.-Team Building Games Ebook (with preview): https://www.teacherspayteachers.com/Product/Team-Building-Games-and-Activities-for-PE-Class-14063095-Kindergarten PE Kickoff Guide: article-Free resources include Substack and Medium articles with PE tips, games, and strategies-A free video course on the "PE-9": principles for improving your PE program-High Fives and Empowering Lives  book available as an ebook or paperback-Paperback or download: HERE-Amazon Ebook: HEREPlease take 3.5 seconds to leave a review

In this episode of Inside the Network, we sit down with Sumit Dhawan, CEO of Proofpoint, one of the largest private cybersecurity companies in the world. With over $2 billion in ARR, Proofpoint protects 85 of the Fortune 100 and is on a bold path toward $5 billion in revenue by 2030.Sumit's journey is a masterclass in modern leadership. Having graduated with degrees in engineering and business from IIT Roorkee, the University of Minnesota, and the University of Florida, Sumit led major business lines at Citrix and VMware, including overseeing VMware's $70 billion divestiture to Broadcom, before making the leap to cybersecurity. In 2023, he joined Proofpoint as CEO and began executing an ambitious strategy: consolidate the sprawl of human-centric security, go deep instead of broad, and prepare the company for its next chapter of growth.In our conversation, Sumit shares why he believes empathy is the most underrated CEO trait, how acting like a founder, even inside large enterprises, shaped his leadership, and what it means to have “Apple Watch governance” under Thoma Bravo. He explains how Proofpoint has evolved from email security leader to a broader platform for human and data protection, including its acquisitions of Tessian (AI-native email protection), Hornetsecurity (MSP-focused email security), and Normalyze (DSPM).Sumit also pulls back the curtain on the AI threat landscape, including how prompt injection attacks are already targeting copilots and agents, why AI is both supercharging attackers and empowering defenders, and how Proofpoint built intent-based detection models to defend against sophisticated zero-link phishing. Finally, he lays out three categories of viable cybersecurity startups today: gap-fillers, AI defenders, and category disruptors, and why the last two are more likely to be successful.Whether you're scaling a cyber startup, selling into the enterprise, or navigating PE-backed growth, this episode is full of hard-earned wisdom from a leader who's operated at every level of the stack.

“I think it's very difficult to predict a world where you might go back to zero interest rates. And so that all portends that there's likely to be an uptick in default rates,” says Jeff Diehl, managing partner and head of investments at Adams Street, discussing potential challenges awaiting direct lenders after the strong growth of the asset class. Diehl joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to talk about Adams Street's approach to private credit managers, a focus on sectors exposed to disruption, how having private equity (PE) and venture capital exposures creates synergies. They also discuss private market secondaries, how hyper-scaling in parts of the direct-lending market may add returns risk and the outlook for PE exit activity.

Maggie Alphonsi is a broadcaster and former rugby player. She was part of the England team which took home the 2014 Women's Rugby World Cup and by the time she retired she'd won 74 caps for her country.Maggie was brought up in north London and when she was 14 her PE teacher suggested she give the sport of rugby union a try. Maggie joined her local amateur club Saracens and relished the freedom she felt at being able to capitalise on her power and strength on the pitch.Her first chance to play for England came when she was 19. Maggie started out as a number 12 and then later changed position to become a number seven or openside flanker. This role allowed her to showcase her tackling skills. She was part of the England team which won seven consecutive Six Nations tournaments and retired shortly after winning the Women's Rugby World Cup.She became the first female former player to commentate on the men's game and to join the Rugby Football Union's Council. In 2012 she was appointed an MBE for services to rugby. She is part of the BBC's commentating team for this year's Women's Rugby World Cup.Maggie lives in High Wycombe with her wife Marcella and their two children. DISC ONE: Fast Car - Tracy Chapman DISC TWO: They Live in You - Samuel E. Wright (Mufasa) Ensemble - The Lion King, conducted by Joseph Church DISC THREE: Stand by Me - Ben E. King DISC FOUR: Woman - Andreya Triana DISC FIVE: Wake Me Up - Avicii DISC SIX: You Gotta Be – Des'ree DISC SEVEN: World in Union - Kiri Te Kanawa DISC EIGHT: I'm Coming Out - Diana Ross BOOK CHOICE: The Soul of a Butterfly: Reflections on life's journey by Hana Yasmeen Ali and Muhammad Ali LUXURY ITEM: A family photo CASTAWAY'S FAVOURITE: Fast Car - Tracy Chapman Presenter Lauren Laverne Producer Paula McGinley

Cette semaine dans Silicon Carne !

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to analyze a small business, What skills do you need to become a CEO, How to stay safe and future-proof your career from AI and more.  Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratio

On today's episode, Clay brings back long-time guest, Brian Feroldi, to educate our listeners on how to analyze financial statements.  IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:58 - An overview of the three financial statements. 13:11 - What GAAP accounting is and why the US is a good environment for investors from a regulatory perspective. 18:08 - Why Brian prefers that companies pay employees in cash rather than through stock based compensation. 30:29 - Why each dollar should be treated differently when analyzing different businesses. 37:20 - The role of financial statements in estimating a company's intrinsic value. 37:20 - Why the P/E ratio is a useless valuation metric for growth businesses. 40:33 - Why Brian prioritizes optionality in his investment process. 43:26 - Red flags to look out for in the financial statements. 58:02 - What David Gardner taught Brian about investing. 01:01:41 - Why good investing is all about marrying the right side of your brain with the left side of your brain. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out more financial statement visuals here. Check out Long-Term Mindset. Related Episode: TIP437: Why does the Stock Market Go Up? w/ Brian Feroldi. Follow Brian on LinkedIn & X. Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠SimpleMining⁠ ⁠HardBlock⁠ ⁠AnchorWatch⁠ ⁠Human Rights Foundation⁠ ⁠Linkedin Talent Solutions⁠ ⁠Vanta⁠ ⁠Unchained⁠ ⁠Onramp⁠ ⁠Netsuite⁠ ⁠Shopify⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! ⁠⁠⁠⁠⁠⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Fri, 12 Sep 2025 18:00:00 GMT http://relay.fm/rd/269 http://relay.fm/rd/269 The Rope Elf 269 Merlin Mann and John Siracusa John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. clean 5732 Subtitle: This is where the tractors go.John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. This episode of Reconcilable Differences is sponsored by: Vitally: A new era for customer success productivity. Get a free pair of AirPods Pro when you book a qualified meeting. Factor: Healthy, fully-prepared food delivered to your door. Use code diffs50off Links and Show Notes: John speculates about a reference, then Merlin sings like Paul Simon for a few seconds. In Follow-Up: if you thought "shirts vs. skins" was bad? Oh boy, just wait until you hear how they used to do things in 1970s Michigan. Next up, Merlin has questions about urban phone usage. Specifically, hey, what's the deal with all the talking on speakerphone? Then, John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. Merlin really wants John to watch the movie, Megalopolis (Francis Ford Coppola, 2024). (Recorded on Tuesday, September 2, 2025) Credits Audio Editor: Jim Metzendorf Admin Assistance: Kerry Provenzano Music: Merlin Mann The Suits: Stephen Hackett, Myke Hurley Get an ad-free version of the show, plus a monthly extended episode. Give to St. Jude! Roderick on the Line #593: These Are the Days These Are Days, by 10,000 Maniacs These Are Days (audio links) Sharon Linne Faulk on her husband's high school PE class in the 1970s John's TV blockers poll Megadoc (2025) - IMDb Aubrey Plaza says Megalopolis is “disturbing,” Co

The new school year means that once again some kids are walking or biking through neighborhoods and on busy streets to get to class. Safe Routes to School is a nationwide, federally funded initiative that works to educate and encourage students to bike and walk to school safely. There are Safe Routes to School programs across Oregon, including one serving students in the Salem-Keizer School District.    The Salem-Keizer Safe Routes to School program started five years ago, but because of the pandemic, and the inability to reach students in schools, it didn’t really take off until fall 2022 when Beth Schmidt was hired to lead it. Since then, Schmidt has worked with the district and other partners to teach bus, pedestrian and bike safety, including PE classes that started last year in partnership with Cycle Oregon to help kids learn how to ride bikes and follow the rules of the road.  Next month, the Portland-based nonprofit The Street Trust will be giving Schmidt an award for her efforts to advocate for the successful passage of SB 450, which Gov. Tina Kotek signed into law in June. It designates Nov. 14 as Ruby Bridges Walk to School Day in Oregon to honor Bridges’ courage in helping end school segregation in the U.S. Schmidt joins us to talk about her work in Salem and Keizer to make streets safer for students.

Fri, 12 Sep 2025 18:00:00 GMT http://relay.fm/rd/269 http://relay.fm/rd/269 Merlin Mann and John Siracusa John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. clean 5732 Subtitle: This is where the tractors go.John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. This episode of Reconcilable Differences is sponsored by: Vitally: A new era for customer success productivity. Get a free pair of AirPods Pro when you book a qualified meeting. Factor: Healthy, fully-prepared food delivered to your door. Use code diffs50off Links and Show Notes: John speculates about a reference, then Merlin sings like Paul Simon for a few seconds. In Follow-Up: if you thought "shirts vs. skins" was bad? Oh boy, just wait until you hear how they used to do things in 1970s Michigan. Next up, Merlin has questions about urban phone usage. Specifically, hey, what's the deal with all the talking on speakerphone? Then, John shares the results of some fascinating recent polling on TV obstructions and chewing gum swallowing. Merlin really wants John to watch the movie, Megalopolis (Francis Ford Coppola, 2024). (Recorded on Tuesday, September 2, 2025) Credits Audio Editor: Jim Metzendorf Admin Assistance: Kerry Provenzano Music: Merlin Mann The Suits: Stephen Hackett, Myke Hurley Get an ad-free version of the show, plus a monthly extended episode. Give to St. Jude! Roderick on the Line #593: These Are the Days These Are Days, by 10,000 Maniacs These Are Days (audio links) Sharon Linne Faulk on her husband's high school PE class in the 1970s John's TV blockers poll Megadoc (2025) - IMDb Aubrey Plaza says Megalopoli

What if I told you that how your financial advisor values equity could reveal they don't actually understand private equity?In this Five Minute Friday, I go straight at one of the most common—and most dangerous—misconceptions I've heard hundreds of times: that the equity portion of your DSO/OSO deal should be valued at zero. If that's what your financial advisor is telling you, you might be taking critical advice from someone who doesn't understand how private equity actually works.This episode is a follow-up to my last one on practice purpose and exit strategy. Here, I dive deeper into the real math and real logic behind equity in private equity-backed deals. You'll hear about what a 2–3X return looks like in this space, how private equity compares to other investments (like index funds or even Ford stock), and why assuming the worst-case scenario could cost you millions. If you're considering a partnership—or even just want to be better informed—you need to hear this.QUOTES“If my financial advisor ever said to me, ‘assume the equity goes to zero'—I'd leave them instantly.”— Dr. Glenn Krieger“Equity is a real thing. If I put $2 million into Google, would you tell me to count it as zero in my portfolio?”— Dr. Glenn KriegerKey TakeawaysIntro + setting the record straight (00:00)The core problem with how advisors view private equity equity (01:15)Typical deal breakdown: cash vs. equity (02:40)Realistic equity return benchmarks (03:45)The Thurston Fund and what strong returns actually look like (05:10)What questions to ask your PE partner up front (06:40)Red flags: if someone promises 6–7X, walk away (08:00)How equity compounds even while you collect a salary (09:15)When your advisor says equity is worth “0” vs. any other investment (10:30)Final questions to ask your advisor—put them to the test (12:00)Additional ResourcesI've seen firsthand how keeping the wrong person around too long can unravel a great team.If you're evaluating an offer, or even if you're just PE-curious, please DM me. I'll never push you to join a DSO or OSO—but I will help you make an informed, math-based decision. Let's stop letting outdated assumptions dictate million-dollar moves.

¡¡NUEVO PODCAST!!-Lute Reyes. Cantante    (La Voz de México)…  Nos presenta la canción “Soy de México”  -Rodolfo Cadena Labrada…“Museo Diego Rivera Anahuacalli cumple 61 años”  -Cartelera Cinematográfica… José Antonio Valdés Peña.  -Marielena Hoyo…“El cuidado de las mascotas durante la pirotecnia de las Fiestas Patrias”  -Isabelle Aloi Timeus. Directora de la Fundación Salvati A.C-Lic Gabriela Echeverría Negrete.  Directora de Atención a Pacientes de  Fundación Salvati A.C  “Tu ayuda, nuestra fuerza: comienza la campaña" (Donación Salvati, ayuda a pacientes con cáncer) 

Learn how to think about AI stocks and decide if now's the time to buy a car, including how to choose between 48- and 60-month loans. Are AI stocks in a bubble? Should you buy a car now or wait? Hosts Sean Pyles and Elizabeth Ayoola discuss AI-driven market euphoria and today's car-buying math to help you understand how to balance risk in your investments and make a cost-smart auto purchase. Joined by NerdWallet senior news writer Anna Helhoski and investing writer Sam Taube, they begin with a discussion of whether AI stock valuations resemble the late-'90s dot-com era, with tips and tricks on reading signals like index P/E ratios, building diversification beyond a single index fund, and using “lazy portfolios” or robo-advisors to stay balanced. Then, auto Nerd Shannon Bradley joins Sean and Elizabeth to discuss the 2025 car market and financing choices. They discuss what stable-but-high prices mean for timing a purchase (and how tariffs could push prices higher), how much to put down and when negotiation is realistic, and choosing between 48- vs 60-month terms if you expect to pay a loan off early. You'll also hear practical pointers on pre-qualification vs. pre-approval, checking Kelley Blue Book and Edmunds pricing, avoiding prepayment penalty surprises, and a reminder to consider tax implications if you plan to clear an auto loan with pension income. Mentioned in this episode: Lazy Portfolios: How to Diversify with Just a Few Funds Best Robo-Advisors: Top Picks for 2025 Car Shopping? The ‘Big, Beautiful Bill' May Change What You Pay Estimate your monthly car loan payment and total cost with NerdWallet's auto loan calculator. Adjust car price, term, rate and down payment to find the best fit for your budget. https://www.nerdwallet.com/calculator/auto-loan-calculator  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: AI bubble, Nvidia market cap, are AI stocks overvalued, Nasdaq 100 PE ratio, S&P 500 concentration, diversification strategy, lazy portfolio, robo-advisor comparison, bond allocation, international index fund, how to invest during AI boom, dot-com bubble vs AI, used car prices 2025, average new car price KBB, car tariffs impact on prices, is now a good time to buy a car, negotiating car price, Kelley Blue Book vs Edmunds, 48 vs 60 month auto loan, auto loan interest cost, prequalification vs preapproval, hard credit inquiry car loan, prepayment penalty auto loan, auto loan calculator, refinance auto loan rules, when to buy previous model year car, dealer incentives low APR, end of month car deals, pension to pay off car, car loan term strategy, tariffs and carmakers losses, Edmunds used car average price, S&P 500 exposure to AI, best Robo advisors list, and lazy portfolio examples. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we talk a lot about the job market, which is anything but hot, and its implications for the Fed, which is under pressure. All of the below tend to support President Trump's criticism of Powell being “too late”: weakening job growth this summer (only +22k jobs in August, mostly in health care). likelihood of significant negative revisions this week. unemployment that would be over 5% if not for lower labor force participation. Although unemployment is not an issue (yet), the risk in the labor market is a dearth of new jobs, with the odds of finding a job if you lose on today only 45%, the lowest level in over 12 years. We believe that AI is having an outsized effect on job openings, especially at the entry level. All of these factors, along with a shift away from a focus on inflation by the Fed, support the market's consensus view of a rate cut being on tap for next week, with two or three more likely to follow in quick succession. Historically, this has been a positive for equity markets if (and that is a big if) a recession can be avoided. the Fed has cut rates after an extended pause (like the one we are in now) eight times in the last forty years; four times we avoided a recession, and markets gained, on average, around 15%. the other four times, we entered a recession, with markets typically experiencing a 10-15% drawdown. Although there are some parallels between now and the late 1990s, valuations are not quite as stretched at the top, with the median P/E of the top 10 stocks around 31x versus a 41x multiple in 1999. However, investor allocation to equites is now at 55%, above its prior peak in 1999. We also discuss the reasons why, despite Fed rate cuts, the all important 10-year yield may not cooperate. Chief among these are the lagged impact of tariffs on prices and the relatively high (and growing) level of U.S. government debt. Will the U.S. be forced to suppress yields a la the bank of Japan in order to unlock the housing market, and is that what is causing tempers to flare between members of the administration? Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

- Diario aparecen nuevos datos y más involucrados. - Las filtraciones surgen de las propia investigaciones y de testigos protegidos. - El “fuego amigo” está fuera de control, y todo va dirigido a evidenciar la escandalosa corrupción impune del sexenio de lópez. - Van 7 muertes misteriosas relacionadas con este tema, pero Sheinbaum se enoja si le preguntan. - En medio de todo esto, hoy tuvo la ocurrencia de culpar a Peña y a Calderón de los problemas financieros de Pemex.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of “tough love” as a low-growth cyclical, the stock is 50% off the summer lows and now has three clear catalysts in refrigeration, cost savings, and legal overhangs. The real excitement, however, lies in next-gen liquid cooling, where CC's Opteon technology has just hit commercial qualification with Samsung — the SSD market leader. With partnerships lining up, a forward P/E of 10, and potential rerating upside, Ed outlines a long-dated vertical call spread into January 2026 that could deliver a five-bagger if Chemours becomes a genuine data center winner.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫对于食品板块的低估值探讨，来自围棋投研。最近有朋友问我，对消费板块怎么看？首先，是要明确下消费的范围。市场普遍把消费分成传统消费和新消费，前者主要是日常开销，典型代表是贵州茅台、海天味业、伊利股份等，后者更多是年轻人追求的个性化消费，典型代表是泡泡玛特、老铺黄金、卫龙美味等。我个人是更偏向于前者，理由依然是好公司+好价格，传统的这些消费企业，都有自己的护城河，资产负债表很干净，以及现在都是处于无人问津。新消费不是说不好，而是很难把握住。今年年中时候有朋友和我聊泡泡玛特，说是价值投资股，我一看股价刚创新高就婉拒了，结果人家后面一路又涨了30%-40%。上哪儿说理去，只能是接受能力圈。回到传统消费，以前有调侃过，陆家嘴老一批的消费基金经理分为两拨人：买白酒的看不上买其他细分赛道的；而买大众消费品的就很不喜欢白酒。咱们就不那么极致了，白酒肯定要聊，大众消费品也不排斥，反正都是进到肚子里的，就放在一起讨论吧。接下来，先回顾2025年半年报的基本面情况。食品板块就不一家家解读了，毕竟跟踪得不深，难免班门弄斧，我们就按细分赛道来看，上半年营收和净利润增速情况如下：白酒的增速分别是-0.4%和-0.9%，尤其二季度受到政策影响后需求变弱，单季度业绩下滑不少，茅台算是里面最稳健的。啤酒的增速分别是+2.8%和+11.8%，饭店里生意还是一般，但龙头企业都在发力非即饮渠道和高端产品；饮料的增速分别是+7.2%和+3.2%,业绩还不错，主要是饮料有新产品的驱动。调味的增速分别是+10.6%和10.6%，酱油和醋都在恢复，复合调味品的增长趋势更明显；乳制品的增速分别是+1.9%和-1.3%，其中二季度业绩有明显恢复，单季度净利润增速是44.2%；速冻的增速分别是+0.2%和-11.5%，主要受到餐饮需求下降的影响；零食的增速分别是-4.2%和-42.9%，业绩下滑的比较多，其中量贩式零食还行。整体看下来，食品饮料的半年报表现一般，经济环境尚在恢复过程，老百姓下馆子或改善伙食的频率降低，业绩不佳也能够理解。当然，半年报是过去式，往后要看盈利的底部信号或者有没有出现拐点的苗头。先说白酒，我们团队领导跟踪了近20年，非常资深，我经常开玩笑说，他坐在会场里比专家更像专家。这里就直接搬用他的结论：白酒行业不会是V型走势，大概率是一个底部弧度较大的U型走势。就像大病一场的人，业绩如果恢复增长，快则两三年，慢则三五年。再说除了白酒以外的大众消费品，我请教了资深的卖方首席分析师，观点很明确：大方向看经济复苏，细分领域看景气度。总体来看，业绩底部是能够看到的，至于什么时候能出现拐点？谁也说不清楚。但有个观点相信能被认可，就是股价的表现肯定会提前反应。再往下，就要找值得关注的投资方向。宁德时代是投资制造业绕不开的标的，而贵州茅台就是整个A股的机会成本，在买任何其他上市公司时，都要想想基本面能否超过茅台。但是个股的波动有点大，而且买一手茅台并不便宜，因此散户还是更适合ETF，例如食品ETF。大家都说消费板块的估值低，到底有多低？我就拉了下指数的PE估值，到最新收盘是21.3倍。这个估值大概处于10%分位点，就说明比过去10年里绝大部分时候都要便宜。只有去年924附近是极致低点，其他时候都高于现在的估值水平，的确是很便宜啊。因此，如果能够认可这些消费龙头是好公司，也能够理解现在处于估值底部区间，就值得关注。但必须要提醒的是，这类低估值的赛道，很有可能会继续熬上一段时间，这期间“牛鬼蛇神”轮番上涨的诱惑，要能忍得住。而人性实在是难违，依然是比较建议分散投资，高景气度和无人问津、新科技和传统消费、宽基指数和行业ETF等，能够均衡配置，就能有个比较好的心态。

PE. ADRIANO ZANDONÁ é sacerdote. Ele vai bater um papo sobre sua vida de homem de fé, como superou o uso de drogas e deu a volta por cima na vida. A única droga que o Vilela usa é azulzinha.

Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on the AI energy crisis. In this episode: Football season is off to a great start [0:33] One software stock just stunned Wall Street with its AI guidance [2:48] This metric is key to finding the best growth stories (it's not P/E) [18:14] Don't miss our upcoming live event on the AI energy crisis [22:24] The latest jobs data has forced the Fed's hand [28:50] These beaten-up gold stocks are poised to shine again [40:13] How the blockchain could solve our economic data issue [47:30] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The Truth About PE Jobs: High Stakes, Hidden Rules, and Hard Lessons I Kit Lisle Private equity looks glamorous—fast money, big titles, big exits. But the glossy promise hides a brutal truth: most execs flame out before they ever cash out. Step into a PE-backed role and three things hit you at once: Culture shock. The rules change overnight. Acronyms fly. Resources vanish. The stamp. Survive a deal and you're branded a pro athlete of business—faster, sharper, battle-tested. The clock. From day one, it's ticking. No 90-day ramp. Deliver value now. In this episode, Kit Lisle—Army intelligence officer turned M&A strategist and founder of TheOperators.pe—pulls back the curtain on what it really takes to get hired into PE: The myths that kill execs in interviews. The red flags that get you crossed off instantly. Why EQ matters more than spreadsheets. And why job boards are useless when real opportunities live in relationships. PE isn't just another job. It's a sprint, a test, and for those who make it, a career-defining badge of honor. Thinking about a private equity role? Listen now. Because the truth isn't in the job description—it's in the hidden rules Kit Lisle reveals.

Apparently, your hosts can be included there. Big lottery weekend, upcoming rate cuts, a weak labor market and the impact of tariffs on the post office. Plus private equity has a marketing problem.

Entre suicide assisté par IA, scandales sexuels chez Meta et soumission de la Tech à Trump, une seule question : cette semaine dans Silicon Carne, on explore le Dark Side de la Tech :

In this episode, I talk with Kevin Gorman, MSCE, PE, CCM, vice president at Robson Forensic, Inc., about forensic engineering in civil engineering and how it connects the worlds of civil engineering disputes and the legal system. We cover what drives construction claims analysis, how delivery methods shape outcomes, and the skills engineers need to […] The post How Forensic Engineering in Civil Engineering Resolves Project Disputes – Ep 296 appeared first on Engineering Management Institute.

Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech. Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards face-up pre-signing, align on a founder-written five-point plan, and opt-in support with real accountability. He explains why AI threatens seat-based SaaS economics, where outcome pricing wins, and how PE firms should push portfolios to experiment while keeping the founder's innovative spark alive. Clear-eyed and practical, this conversation arms business builders with a framework to act now. Episode highlights 1:26 – An engineer's path into private equity 7:15 – Why tech needed a dedicated, specialized PE fund and the genesis of Strattam 13:03 – Solving the “first board-meeting surprise”  19:45 – The founder persona Strattam backs: industry operators with proven product-market fit 27:15 – AI as invention vs. innovation and the early business models that actually work 32:27 – The SaaS shake-up: from seat licenses to outcome-based pricing and financing impact 41:54 – “Aliens landed”: a mantra for leading through uncertainty and running smart experiments For more on Bob Morse's firm, visit: https://strattam.com/  Connect with Bob Morse on LinkedIn: https://www.linkedin.com/in/bob-morse-3567595/  Explore more episodes: www.bluwave.net/podcasts

This week on Swimming with Allocators, Earnest and Alexa welcome Lara Banks, Managing Director at Makena Capital Management. Lara shares her journey from real assets to venture capital and offers an inside look at Makena's approach to manager selection, portfolio construction, and the evolving role of LPs. The discussion also covers the endowment model, the impact of AI and market shifts on venture and private equity, and the growing importance of grit, adaptability, and unique value for emerging managers. Listeners will gain insights into current challenges like illiquidity, the rise of secondaries, and the need for cross-pollination between venture and PE, as well as practical advice for building durable firms and navigating today's dynamic investment landscape. Don't miss this great conversation!Highlights from this week's conversation include:Lara's Career Path and Origin Story (1:14)Overview of Makena Capital Management (4:04)Changes in Venture Strategy and Market Dynamics (6:06)Investable Building Blocks Explained (9:14)Challenges for Allocators in Today's Market (10:18)Goals for 2025 and Manager Selection (16:02)Advice for Managers Navigating Market Cycles (22:36)What Makes a Great Growth Equity Manager (26:16)Cross-Pollination Between PE and Venture (28:16)Opportunities in Underfunded Founders and Growth Equity (31:34)How Emerging Managers Can Stand Out (34:02)Final Thoughts and Takeaways (36:51)Makena Capital is a ~$22B endowment-style investment firm founded in 2005 by alumni of the Stanford Management Company. Located on Sand Hill Road, Makena partners with world-class managers across asset classes with a legacy of early and ongoing investment in venture capital. Learn more at www.makenacap.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Sheinbaum exhibe a Fox, Calderón y Peña por daños a la nación: ¿habrá acción contra ellos?Enlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.

Náutico e Guarani enfrentam-se pela ida do quadrangular do acesso da Série C, nos Aflitos, após o Timbu estrear com vitória e o Bugre com derrota. Todas as nuances do duelo são debatidas por João de Andrade Neto e Clauber Santana, do ge PE, e Júlio Nascimento, da EPTV.

When a great company trades at an all-time high and a P/E north of 30, are you overpaying—or just paying for quality? Mike and Vero show how to use the price-to-earnings (P/E) ratio without a crystal ball. Discover why a stock's own 5- to 10-year averages matter more than cross-sector comparisons, how to identify “priced-for-perfection” setups, and why low P/E Ratios can be value traps. Case studies: Visa (V), Costco (COST), Canadian Natural Resources (CNQ), National Bank (NA.TO)—plus what to do when prices skyrocket, how to think about all-time highs, and tweaks if you're near or in retirement. Avoid Price Confusion: Save Your Spot for the Upcoming Webinar Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

The Gemara in Masechet Nedarim (81a) famously attributes the destruction of the first Bet Ha'mikdash to the people's failure to recite Birkot Ha'Torah – the daily blessings over the Misva of Torah study. The prophet Yirmiyahu (9:11) rhetorically asks, "Al Ma Abeda Ha'aretz" – "On account of what was the land destroyed?" – and then relays to us Hashem's answer: "Al Ozbam Et Torati" – "on account of their abandoning My Torah." The Gemara clarifies that in truth, the people during the time of the first Bet Ha'mikdash learned Torah, but they were deemed guilty of "abandoning" the Torah in that they neglected to recite the required Berachot over Torah study. Later commentators advanced different approaches to explain why the failure to recite Birkot Ha'Torah was considered such a grievous infraction. One interpretation is that the Jews of the First Commonwealth viewed Torah study as nothing more than a practical necessity, a means of knowing what to do. They mistakenly thought that the only reason to learn Torah is to obtain the information needed for proper observance of the Misvot. But in truth, this is only one aspect of Torah learning. Certainly, we must learn practical Halacha so we can observe the Torah correctly – but the Misva of Torah study extends far beyond that. As we say each evening in the Arbit prayer, "Ki Hem Hayenu Ve'orech Yamenu" – "For they are our lives, and the length of our days." Torah is a vitally important component of religious life, the way we connect to Hashem and immerse ourselves in Kedusha. We learn Torah not just for the functional purpose of knowing how to perform the Misvot, but also as an integral part of our pursuit of spirituality and holiness, and our effort to build a close relationship with our Creator. During the time of the first Bet Ha'mikdash, the people did not recite Birkot Ha'Torah because Berachot are recited only over the fulfillment of a Misva, and not over the performance of a "Hechsher Misva" – the preparatory stage of a Misva. For example, we recite a Beracha on Sukkot when eat in the Sukka, which fulfills the Misva, but not when we build the Sukka, which we do only to facilitate the Misva. Similarly, a Sofer does not recite a Beracha when he prepares a pair of Tefillin; a Beracha is recited only when one actually fulfills the Misva by putting the Tefillin on. Hence, the people in the First Commonwealth, who mistakenly saw Torah study as just a means of facilitating Misva observance, did not see any reason to recite a Beracha over Torah study. But in truth, Torah study is itself a Misva – and an exceptionally important Misva – which warrants a Beracha, just like other Misvot. Rabbenu Yona (Spain, d. 1264) explained that the people of that time did not sufficiently value Torah learning. They learned Torah, but they failed to appreciate the singular importance of this great Misva, which, as the famous first Mishna in Pe'a teaches, is equivalent to all other Misvot combined ("Ve'talmud Torah Ke'negged Kulam"). The Gaon of Vilna (Rabbi Eliyahu of Vilna, 1720-1797) taught that each word of Torah that we learn is equivalent to the other 612 Misvot combined. The Jews during the period of the first Mikdash did not recognize the great value of this Misva – and they were thus considered to have neglected the Beracha, and for this they were punished.

El episodio ofrece una profunda exploración sobre cómo la inteligencia artificial ha revolucionado el posicionamiento SEO, explicando la disminución del tráfico orgánico tradicional debido a las respuestas generativas de IA. Prueba Semrush gratis: https://borjagiron.com/semrush Newsletter Marketing Radical: https://borjagiron.com/newsletter Se detalla el funcionamiento de las nuevas búsquedas sintéticas y se enfatiza la creciente importancia de la reputación online (PR) como factor clave para que las marcas sean seleccionadas por los algoritmos de IA. Finalmente, se sugiere que la publicación en medios y blogs de referencia es una estrategia fundamental para influir en las respuestas de la IA, subrayando cómo la credibilidad y la autoridad se han vuelto esenciales en el nuevo paradigma del SEO. Artículo Álvaro Peña: https://www.deanromero.com/factor-clave-posicionar-en-ia/Conviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/seo-para-google--1693061/support.

In this episode of Executive Conversations, Maeva Cifuentes speaks with Kathleen Booth, Senior Vice President of Marketing at Pavilion. Kathleen shares her perspective on why so many marketers today feel cornered—expected to own revenue without the resources, time, or internal alignment to succeed. She explores the short-termism trap, where overreliance on pipeline metrics erodes brand value and creates long-term risk. Kathleen talks about the limits of “educating up” in VC- and PE-backed environments, and why mindset alignment with the CEO is non-negotiable for long-term success.She also makes a bold case for why CMOs stepping into CRO roles isn't a concession—it's a power move. Kathleen challenges assumptions about marketing's role in revenue leadership and shares how broader executive support, including structural changes like guaranteed severance, can give leaders the freedom to place high-impact bets.

The financial shock of adding a teenage driver to your insurance policy can feel like a sucker punch to your wallet. In Texas, parents face an average premium increase of 114% – the fourth highest in the nation according to WalletHub analyst Chip Lupo, our special guest this week. While Texas ranks middle-of-the-pack (28th) for teen driver fatalities, this statistic offers little comfort to parents navigating the treacherous waters of teen driving safety and skyrocketing insurance costs.Diving into strategies that actually work, our hosts share personal experiences with driver education approaches across generations. We explore the evolving landscape from school-based programs taught by PE coaches to modern combinations of parent-led instruction and professional driving schools. The conversation reveals an important truth: teens often respond better to driving instruction from authority figures who aren't their parents. Meanwhile, insurance companies offer various paths to lower those painful premiums, including good student discounts and monitoring devices that track driving habits.Beyond teen driving concerns, we cover breaking automotive news including a massive immigration enforcement operation at a Hyundai-LG plant in Georgia, the first-ever Vehicle Quality and Pricing Index showing Buick, Mazda and Toyota leading mainstream brands in reliability and affordability, and a shocking dealership embezzlement case in Midland where the former GM allegedly stole up to $150,000 through various fraudulent activities. Jeff rounds out the episode with a packed calendar of upcoming car shows and events across Texas. Whether you're raising a teen driver or simply passionate about automotive culture, this episode delivers valuable insights and entertaining discussion about the challenges facing today's drivers.Join us live every Saturday morning 8-11am Central on Facebook, YouTube, Twitch and InWheelTime.com, or catch our podcasts on all major platforms.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12noonCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Car Talk, email us at info@inwheeltime.comTags: In Wheel Time, automotive car talk show, car talk, Live car talk show, In Wheel Time Car Talk

Premature Ejacualtion -- the number 1 sexual dysfunction for men is easily cured. Author Michael Castleman joins Laurie and gives vital information about the steps to cure PE. Learn more about your ad choices. Visit megaphone.fm/adchoices

From the rooftops of Udine, Italy, to the R&D department at Gill Athletics, Matteo Madrassi's journey is anything but ordinary. Raised with a love for climbing, parkour, and BMX, Matteo discovered pole vault at 14 and quickly soared to world junior competition. His path led him through NAIA and NCAA championships, engineering degrees, and an MBA — all while chasing Olympic dreams.

Palantir and the Welfare Hammock At least one housing authority is admitting that they don't have the funds they need and are asking housing providers to avoid rent raises, even though property taxes and insurance costs have gone up. We talk about what happens when people accept government money. We also talk about taxes and some of the issues and solutions. We discuss the top stocks, including Palantir, who currently has a P/E ratio of over 500, and what this means for investors. The best way to improve your life is to create enough value that you can support yourself with some left over. Then, invest the excess to get your money making more money for you! Sponsors: American Gold Exchange Our dealer for precious metals & the exclusive dealer of Real Power Family silver rounds (which we finally got in!!!). Get your first, or next bullion order from American Gold Exchange like we do. Tell them the Real Power Family sent you! Click on this link to get a FREE Starters Guide. Abolish Property Taxes in Ohio: www.AxOHTax.com Our Links: www.RealPowerFamily.com Info@ClearSkyTrainer.com 833-Be-Do-Have (833-233-6428)

Como ya sucedió en el verano de 2024, durante varias semanas muchos periodistas dieron por hecho el fichaje de Nico Williams por el FC Barcelona. En la primera de las dos partes de este especial, escucharemos cómo las negociaciones parecían avanzar e incluso cerrarse sin problema alguno, una vez que llegaron a oídos de la prensa. ¿Filtradas por quién? Artistas invitados (por orden de aparición): Gerard Romero, [Cabecera: Jesús Gallego, Joseba Larrañaga, Quique Iglesias, Juan Antonio Alcalá, Inma Rodríguez, Paco García Caridad, Julio Maldonado 'Maldini', Antonio Romero, Paco González, David Bernabeu, José Álvarez, Roberto Gómez, Juanma Castaño, Felipe del Campo, José Joaquín Brotons, José Damián González, José Manuel Monje] [Previously: Jota Jordi, Albert Lesan, José Álvarez, Josep Pedrerol, Santi Ovalle, Gonzalo Miró, David Bernabeu, Emilio Pérez de Rozas, Luis Munilla] Javi Amaro, Ricardo Rosety, Irene Junquera, Antonio Ruiz, Tristanbraker, Tomás Roncero, Gonzalo Palafox, Juanma Castaño, Helena Condis, Joseba Larrañaga, Álvaro Rubio, Antonio Romero, Yago de Vega, Jaime Ugarte, Edu Pidal, Dani Senabre, Alfredo Martínez, Iñigo Markínez, Víctor Navarro, Javier Miguel, Julio Pulido, Manu Carreño, Miguel Rico, Quim Domènech, Pablo Villa, Mati Prats, Felipe del Campo, Nacho Peña, Roberto Palomar, Jordi Martí, Carme Barceló, José Manuel Oliván, Pedro Sánchez, Miguel Martín Talavera, Miguel 'Látigo' Serrano, Siro López, Albert Fernández, Jota Jordi, Eduardo Inda, Lluís Flaquer, Enrique Ortego, Rocío Martínez, Elías Israel, Lluís Carrasco, Lorena González, Luis García, José Luis Sánchez, Cristina Bea, Toni Freixa, Susana Guasch, Deco, Marcos López, José Ángel Peña, Joan Laporta, Javier Balboa, Joan Batllori, José Luis Corrochano, Edu Velasco, David Sánchez, Raúl Fuentes, Pipi Estrada, Amalio Moratalla, Isaac Fouto. [Bonus track: Carlos Ganga, Isaac Fouto, Nacho Peña, Joseba Larrañaga, Siro López, Roberto Morales] Fuentes: Radioestadio noche (Onda Cero), El larguero (Ser), El partidazo de Cope, El chiringuito de jugones (Mega), A diario (Radio Marca), Buenas noches y buenos goles (Radio Marca), diario Sport, Twitch de Gerard Romero. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textWhat's up PE Nation!Don't let kindergarten scare you!Teaching kindergarten PE requires a thoughtful approach centered on structure, simplicity, positive reinforcement, basic games, and genuine enjoyment. When these five elements come together, kindergarten classes transform from potentially chaotic experiences into joyful learning environments where young students thrive.• Structure forms the foundation for kindergarten success• Students need consistent routines and expectations• Keep instructions simple • Praise specific positive behaviors • Use tangible rewards • Stick to basic games • Have fun!Take care and happy teaching!DaveCheck out supersizedphysed.com for more resources, including free PDFs, articles, and courses to help with your kindergarten PE program. Please leave a review to help grow this podcast and keep pushing our profession forward.-Team Building Games Ebook (with preview): https://www.teacherspayteachers.com/Product/Team-Building-Games-and-Activities-for-PE-Class-14063095-Kindergarten PE Kickoff Guide: article-Free resources include Substack and Medium articles with PE tips, games, and strategies-A free video course on the "PE-9": principles for improving your PE program-High Fives and Empowering Lives  book available as an ebook or paperback-Paperback or download: HERE-Amazon Ebook: HEREPlease take 3.5 seconds to leave a review

In this episode, I talk with Jenna Anderson, PE, PMP, senior consultant and group lead at Parametrix, about project management leadership, using the right tools to keep AEC project delivery on track, and setting clear scope and budget planning to avoid pitfalls. We also explore time management strategies, growing confident project managers, and maintaining healthy […] The post Effective Project Management Leadership Strategies for AEC Professionals – Ep 086 appeared first on Engineering Management Institute.

The Evolving Role of Private EquityIn this special episode of The Accountant's Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is  impacting mergers and acquisitions in the accounting profession today.This was a live discussion with an informative Q&A at the end.  Morry and Brannon dive deep into the steady rise of PE-backed deals and discuss the impact of outside capital on CPA firm sales. They unpack why it is funding partner buyouts and, therefore, reshaping the structure of firm operations themselves. Morry highlights why many of these investors view the accounting profession as a “sticky” industry, given its recurring revenue streams. This makes CPA firms especially attractive compared to other industries with less stable revenue projections.Pros and Cons for CPA FirmsBrannon highlights that while PE firms often bring significant advantages (including technological advancements and recruitment capital), the deal structures they propose can be unrealistic when compared to traditional sales. Morry reflects that the earnouts and layered incentives within these deal proposals are becoming increasingly common. This can, unfortunately, create complications for sellers who are looking for a cleaner transition than private equity can provide. Brannon and Morry both emphasize the importance of owners thinking carefully about what they want. Especially, considering that a straightforward deal that looks less flashy on paper might be better in practice than a larger quote that relies on a complex earnout structure that would lead to a messy exit.What CPA Firm Owners Need to Know for the FutureSo what do the next 12–18 months look like for the industry? With interest rates and capital funds shifting consistently, Brannon and Morry believe that not all private equity buyers will remain active to the same degree. For firm owners, this simultaneously creates opportunities and reasons to be cautious. Before deciding your next steps in the future of your firm, get clear on what your own goals are outside of the changing tide within the industry. Whether you want to maximize your firm's value, ensure continuity for your staff, or simply exit without complexity, knowing your goals will help you make them a reality.Timestamps:02:00 – Introductions of Morry and Brannon06:30 – Why private equity is interested in accounting firms' sales10:15 – PE-backed deals vs. traditional sales: what's the difference?14:45 – Earnouts, incentives, and PE's risk of overcomplication20:10 – Possible benefits of PE investment: talent and technology upgrades26:00 – Market shifts: Interest rates and deal pace 31:30 – Practical advice for firm owners considering PE offers43:58 – Question and Answer period from firm owners like you!

Derek Moore and Shane Skinner talk about the rally in gold no one seems to care about and the gold oil ratio. Then, they go through the indicators used to determine recessions and note they don't seem that bad, although nonfarm payrolls did disappoint. But private sector jobs are growing while the government jobs are falling, so are fed cuts greenlit? Later, looking at S&P 500 net income margin percentage average per decade. Yup, they've been rising each decade.  Finally, looking at forward PE ratios against forward EPS and how some stocks like Broadcom got cheaper after last earnings. All this and much more!   Next companies that are likely to join the S&P 500 Index Employment rate and non-farm payrolls Government vs Private Sector jobs Gold Oil ratio and what it means at these levels The rally in Gold over the past couple of years Central Banks buying gold AVGO Broadcom earnings and forward PE ratio and forward EPS estimates Recession indicators S&P 500 Index net profit margins by decade (they are rising) Why margins may not revert to the mean Fed rate cut probabilities jump after employment report       Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

These three gold miners are values with P/E ratios under 12. 

Hoy vamos a hablar de un tema que a todos nos interesa: ¿Qué envejece más, las arrugas o la flacidez? Invité a mi querido Abel de la Peña para que nos explique cómo podemos tratar ambos problemas de la piel para vernos espectaculares a pesar de la edad.  Hosted on Acast. See acast.com/privacy for more information.