Podcasts about Pe

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  • 39,342EPISODES
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Best podcasts about Pe

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Latest podcast episodes about Pe

The Investing Podcast
US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Oct 21, 2025 23:17


Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. Song: Blue Sky - The Allman Brothers BandFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Stand Up! with Pete Dominick
1463 Tom Filline "Angry Gym Teacher" + News & Clips

Stand Up! with Pete Dominick

Play Episode Listen Later Oct 20, 2025 102:50


My conversation with Tom starts at about 41 minutes today Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Follow Tom and learn more at AngryGymTeacher.com Tom is an elementary school PE teacher turned stand-up comedian. He began his comedy career by training at both iO Chicago and The Second City Conservatory before turning to stand-up comedy in 2015. He developed his social media persona (The Angry Gym Teacher) in 2020 and has since gone viral several times with his hilarious videos and sketches, amassing over 400k followers across TikTok, Instagram, and Facebook. Tom has performed in notable comedy clubs such as Zanies, Helium, and Funny Bone both as a headliner and as a feature on the Bored Teachers Comedy Tour. Tom's comedic style is edgy and relatable, with hilariously wholesome stories from his life as a teacher and a dad. Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift  

M&A Science
When Integration Beats Roll-Ups with Tim Hall

M&A Science

Play Episode Listen Later Oct 20, 2025 72:42


Tim Hall - Managing Partner and Founder, Brenton Point Capital Tim brings 29 years of private equity experience to this conversation about what actually works in buy-and-build strategies. After launching Brenton Point in 2024 following a 20-year run at CI Capital Partners, where he completed 200+ acquisitions across 12 platforms, Tim breaks down the independent sponsor model and why integration—not just aggregation—is the real value driver. He walks through building platforms from scratch, the executive-first strategy for fragmented markets, and how standardized integration playbooks turn acquired companies into cohesive, high-performing businesses. Things You'll Learn Why independent sponsors can outperform traditional PE funds through concentrated investments, longer hold periods, and direct alignment with management teams earning 15% equity upside versus the typical 10% The difference between roll-ups and consolidation and why integration excellence separates winning platforms from aggregated disasters How to build platforms from scratch ____________________ The Buyer-Led M&A™ Summit is back.The virtual event built for dealmakers who want to eliminate chaos and take control from sourcing through integration.

Monument Techno Podcast
MNMT Recordings : Pjenné — Pe:rsona 2025

Monument Techno Podcast

Play Episode Listen Later Oct 20, 2025 118:25


“This set was recorded live 5-7pm, Saturday evening at Pe:rsona, 2025. The seemingly last dry-ish stretch and set of wild (weather) weekend, sunshowers made way for glistening droplets to sparkle through the shade sails and lay foundation for me to weave between deeper percussive cuts and shiny crystalline daytime techno.” Pjenné is a Naarm/Melbourne-based DJ, radio broadcaster, curator and label manager. Her musical identity is shaped by the expansive, psychedelic soundscapes of the southern bush, an influence that permeates her trance-inducing, progressive, and hypnotic selections. Pjenné's sets are characterised by deep-digging selections and an impeccable narrative craft, both of which are on full display in this masterfully executed recording. Tune in now for two hours of deep, lush afternoon techno daydreams. Available now on our SoundCloud, YouTube channels or wherever you get your podcasts. Follow https://soundcloud.com/pjenne https://www.instagram.com/pjenneee/

We Study Billionaires - The Investor’s Podcast Network
TIP762: 10 Lessons From Investing Legends w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Oct 19, 2025 61:00


On today's episode, Kyle Grieve discusses ten investing principles from legends like Warren Buffett, Peter Lynch, and John Neff. Each lesson reveals how these masters built lasting wealth through timeless thinking. It's a crash course in investing smarter, thinking clearer, and playing the long game. IN THIS EPISODE YOU'LL LEARN: 00:00:00 Intro 00:03:02 How Buffett's brutal honesty became a blueprint for lasting success 00:07:22 How to apply Graham's margin of safety in an intangible world 00:14:11 How Lynch turned everyday observation into powerful investing opportunities 00:24:04 How Fisher gained an edge using alternative information sources 00:27:31 Where Templeton cast his line to find rare opportunities 00:32:18 Why Neff proved a low P/E isn't real value 00:37:10 How Howard Marks sharpens thinking in uncertain markets 00:41:42 Why Sleep & Zakaria guard their winners to compound wealth 00:53:03 How Pabrai uncovers hidden value 00:59:48 The power of Munger's win-win mindset, both life and investing And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow Kyle on X and LinkedIn. Related ⁠⁠⁠⁠books⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on 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: ⁠⁠Simple Mining⁠⁠ ⁠⁠Human Rights Foundation⁠⁠ ⁠⁠Unchained⁠⁠ ⁠⁠HardBlock⁠⁠ ⁠⁠Vanta⁠⁠ ⁠⁠LinkedIn Talent Solutions⁠⁠ ⁠⁠Kubera⁠⁠ ⁠⁠Netsuite⁠⁠ ⁠⁠Shopify⁠⁠ ⁠⁠reMarkable⁠⁠ ⁠⁠Onramp⁠⁠ ⁠⁠Public.com⁠⁠ ⁠⁠Abundant Mines⁠⁠ ⁠⁠Horizon⁠⁠ 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

Patrick Boyle On Finance
Private Equity's Quiet Crisis!

Patrick Boyle On Finance

Play Episode Listen Later Oct 19, 2025 23:55


Private equity has long promised smooth returns, operational excellence, and sophisticated diversification. But behind the pitch decks and performance charts lies a growing crisis. In this video, we explore:

Xadrez Verbal
Xadrez Verbal #438 Protestos em Madagascar

Xadrez Verbal

Play Episode Listen Later Oct 18, 2025 303:59


(00:00:00) Xadrez Verbal #438 Protestos em Madagascar (00:04:40) Giro de Notícias #01 (00:24:05) Coluna Aberta #01: entrevista com o embaixador Alessandro Candeas (01:35:40) Coluna Aberta #02: Oriente Médio (02:19:55) Efemérides: A Semana na História (02:24:50) Match: América Latina (03:38:30) Xeque: África (04:14:05) Gambito da Dama: Nobel de Economia (04:23:50) Giro de Notícias #02 (04:42:45) Peões da Semana (04:43:50) Sétimo Selo (04:54:05) Música de Encerramento Realizamos uma entrevista exclusiva com o embaixador Alessandro Candeas, embaixador brasileiro na Palestina de 2020 a 2024.No mais, a bandeira do pirata que estica de One Piece continua presente em protestos pelo Mundo, dessa vez em Madagascar e trataremos da conjuntura política da ilha africana, além da queda do presidente Andry Rajoelina.Também demos aquele tradicional pião pela nossa quebrada latino-americana, com destaque para o pedido de demissão do chefe militar nos EUA na região e os protestos no Equador e Peru.Por fim, a professora Vivian Almeida repercute os laureados com o Nobel de Economia!Aproveite o Guia do Mochileiro Tech da Alura: https://alura.tv/xadrezverbal-guia-2025Campanha e comunicado sobre nosso amigo Pirulla: https://www.pirulla.com.br/

Millionaire University
How Marcus Gates Went from P.E. Teacher to 6-Figure Fitness Business Owner With Over 100 Clients (MU Classic)

Millionaire University

Play Episode Listen Later Oct 18, 2025 48:16


#635 Want to turn your fitness passion into a six-figure business? In this episode, host Brien Gearin sits down with Marcus Gates, founder of Thriving Lives Fitness — an online nutrition, fitness, and lifestyle coaching business. Marcus shares his journey from college athlete and PE teacher to successful online coach, building a thriving six-figure business with a roster of over 100 clients. He opens up about the challenges of transitioning from teaching to entrepreneurship, how he built a sustainable membership model, and the keys to scaling his business while balancing life as a stay-at-home dad. If you're thinking about starting an online fitness business or looking for inspiration to take your coaching to the next level, then this episode is for you! (Original Air Date - 3/23/25) What we discuss with Marcus: + From PE teacher to entrepreneur + Building a sustainable membership model + Transitioning from in-person to online coaching + Overcoming pricing and sales challenges + Balancing business and family life + Importance of client communication + Handling objections to online coaching + Scaling through word-of-mouth and social media + Impact of COVID on business growth + Hiring a team to expand services Thank you, Marcus! Check out Thriving Lives Fitness at ⁠ThrivingLivesFitness.com⁠. Follow Marcus on ⁠Facebook⁠, ⁠Instagram⁠, and ⁠LinkedIn⁠. Email Marcus at marcus@thrivinglivesfitness.com. Watch the ⁠video podcast⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Silicon Carne, un peu de picante dans la Tech
La vérité sur la bulle de l'IA | French Tech, GAME OVER?

Silicon Carne, un peu de picante dans la Tech

Play Episode Listen Later Oct 18, 2025 85:35


BackTable Podcast
Ep. 582 PERT Consortium Recap: New Developments in PE with Dr. Jonathan Paul and Dr. Osman Ahmed

BackTable Podcast

Play Episode Listen Later Oct 17, 2025 29:19


PERT Consortium 2025 gives interventionalists the reins to tackle even the toughest saddle pulmonary embolisms. In this episode of the BackTable Podcast, host Dr. Aaron Fritts welcomes interventional radiologist Dr. Osman Ahmed and interventional cardiologist Dr. Jonathan Paul to discuss their experiences at the annual PERT Consortium in San Diego, and offer their perspectives on the latest developments in pulmonary embolism (PE) treatment.---SYNPOSISThe doctors delve into advancements and trials within the PE treatment space, including new devices and clinical studies that are set to shape the future of pulmonary embolism care. The conversation highlights the value of collaboration between interventional specialties, the safety and efficacy of various PE interventions, and the growing trend of using combined therapies. They also provide updates on their ongoing innovation with Flow Medical, describing their philosophy and motivation for developing a new device for PE treatment that incorporates real-time pulmonary artery pressures, mean systolic and diastolic pressures, and a potential for AI utilization in the future. ---TIMESTAMPS00:00 - Introduction01:23 - PERT Consortium Highlights02:11 - Emerging Clinical Trials and Innovations03:59 - Thrombectomy Devices and Market Trends12:37 - Flow Medical: Origin and Updates19:37 - Advanced Data Tracking in Cardiology20:45 - Remote Monitoring and Mobile Integration22:45 - Cardiologists' Data-Driven Approach23:10 - Upcoming Studies and Data Insights24:10 - Interventional Radiology and Cardiology Collaboration25:07 - Access to Care and Procedure Adoption27:32 - Final Thoughts---RESOURCESPulmonary Embolism Response Team (PERT) Consortiumhttps://pertconsortium.org/ Flow Medicalhttps://www.flowmedical.co/ PEERLESS RCThttps://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.124.072364RESCUE-IIhttps://www.jacc.org/doi/10.1016/j.jacadv.2025.101789 PEERLESS II https://www.jscai.org/article/S2772-9303(24)01053-6/fulltextPulmonary Embolism - Thrombus Removal With Catheter-Directed Therapy (PE-TRACT)https://clinicaltrials.gov/study/NCT05591118 The HI-PEITHO Studyhttps://www.bostonscientific.com/en-EU/medical-specialties/vascular-surgery/venous-thromboembolism-portal/pulmonary-embolism/clinical-data/hi-peitho.htmlPRAGUE-26https://eurointervention.pcronline.com/article/design-and-rationale-of-prague-26-a-multicentre-randomised-trial-of-catheter-directed-thrombolysis-for-intermediate-high-risk-acute-pulmonary-embolism Pulmonary Embolism - Thrombus Removal With Catheter-Directed Therapy (PE-TRACT)https://clinicaltrials.gov/study/NCT05591118 Aaron Fritts, MDhttps://www.backtable.com/shows/vi/contributors/dr-aaron-fritts Osman Ahmed, MDhttps://jointvascular.com/team/osman-ahmed-m-d-fcirse/ Jonathan Paul, MDhttps://www.uchicagomedicine.org/find-a-physician/physician/jonathan-d-paul

Relentless Health Value
EP489: MARGIN! Margin That Creates a Path to Mission at a Multispecialty Group, With Dan Greenleaf

Relentless Health Value

Play Episode Listen Later Oct 16, 2025 26:15


Ben Schwartz, MD, MBA, wrote an article recently, and yeah, he makes a really compelling point. Dr. Schwartz wrote, “Ultimately, the most successful care models are those that create value inherently. The goal isn't simply cost arbitrage; it's creating a sustainable system that makes value attainable. Care delivery innovation is about more than optimizing for VC [venture capital] returns or maximizing operational efficiency.” For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. That mention of value and how to achieve it for real—like, actually create a care model that delivers value inherently—is a great segue to introduce the show this week. It's a continuation of our mission/margin theme, and this week, we're talking about the margin part of the “no margin, no mission” cliché. So, taking this from the top, last week—and go back and listen to that show if you have not yet (and you can listen to both of these parts in no particular order; you do you)—but last week, we talked mission. That part about value and creating value inherently? The tie-in here to mission and margin could be a value equation, really. Like, mission divided by margin is how you calculate the value delivered (less carrier spread), but that's a whole other show with Cynthia Fisher (EP457). So, let me introduce my guest this week, who was also my guest last week: Dan Greenleaf, CEO of Duly, which is a multispecialty group in Chicago. So, last week Dan and I talked mission, as I said; but today we're talking margin, which is, again, gonna be the denominator of so many value equations. Last week in that mission show, quick review (or spoiler alert, depending on the order in which you may be listening to these shows), but last week, Dan Greenleaf broke mission, Duly's mission, into four quadrants. The four quadrants of mission being affordability, access, consumer experience, and quality. In this conversation today, the margin conversation, Dan Greenleaf emphasizes that achieving these four quadrants reduces friction for patients and clinicians that leads to not only better care outcomes but also financial sustainability (ie, margin). Margin can therefore be a function of mission. And again, as Dr. Ben Schwartz put it, “Ultimately, the most successful care models are those that create value inherently.” So, here we go. To be noted with one big fat fluorescent highlighter marker, a big part of this mission that comes up over and over again last week, it's about making prices reasonable and predictable and transparent for patients. Financial toxicity is a thing. Financial toxicity not only is clinical toxicity when so many people are delaying needed care. And look, I don't often quote Marjorie Taylor Greene, but recently she was in the New York Times and was quoted as saying, “The cost of health care is killing people.” This is what we should be focusing on. I just read the other day that one-third of adults in this country are currently delaying or forgoing care due to cost. One-third! Not one-third of low income or something like that. One-third of adults in this country are delaying or forgoing care due to fear of cost. In today's world, affordability and price transparency is part of what customer experience means—not just, like, lemon water in the waiting room. This is what struck me the most about the conversation from last week. But wait. Does affordable for patients spell trouble when it comes to the margin part of the operation? Will an affordability mission wreak havoc on margin? Is this business model doomed? Is there even a successful care model that creates value inherently that is sustainable? Such a good question, which is why I ask it to Dan Greenleaf right out of the gate. So, just to sum this all up in the conversation that follows, Dan Greenleaf gets into the challenges and the strategies involved in balancing mission-driven healthcare with financial realities. Duly's approach to being fiscally solid includes, well, I'm just gonna say many of the same types of efficiency things to maintain and retain margin that other more mainstream health systems might deploy. But I'd say there's a really striking difference in the why and the how. And the impact of this why and how is striking when you look at Duly's prices and the impact it has on its overall community. So, even though it's using similar types of strategies, maybe, as big consolidated health systems or other organizations, the impact and what it all adds up to is, again, very, very different. This is what I mean. At health systems, and maybe my head is just lost in a couple of anecdotal bits of evidence right now, but I just had two conversations in the past two days with physician leaders at big health systems (different ones), but both of these individuals said variations of the same theme. And if you wanna picture the scene, picture the saddest expressions, and one of them had a martini and the other one had a big-boy glass of wine. And both of them said, Look, my organization has lost sight of patient care, but also my organization has lost sight of, like, financial goals in most parts of the organization. All I seem to do all day is play politics with a whole lot of middle managers or even senior leaders jockeying for position and having turf wars within these sprawling bureaucracies. These are just great people who are trying so hard to do the right thing and are just struggling to find the foothold to do so within their own organizations. So, let's just say it was refreshing to hear Dan Greenleaf talk about an alignment of incentives and hook the margin up with the mission train in a really tight way throughout the entire organization. And to do this really well—achieve that mission/margin alignment across the whole entire organization—Dan underscores the value of clinician involvement in leadership and having, as I just said, aligned incentives with clinical teams. Keep in mind, this is the margin show, where clinical leadership came up and the number of doctors on their board and the level of physician ownership in the organization. I'm highlighting that this is the margin show here because usually so-called dyad leadership with physicians in leadership roles only comes up in mission conversations, right? Like, in situations where somebody wants the doctor to be the defender of mission and the battle to keep the MBAs in check. And I say this as the comic book stereotype, obviously. But yeah, it's true often enough. But then we have Dan, who is thinking about clinicians who have, again, aligned incentives across the organization so you don't have your physician leaders day drinking while I'm sitting across from them finding myself quoting Sun Tzu The Art of War and helping them craft the perfect PowerPoint slide to weaponize a reorg. Honestly, in my experience, there's no better way to waste metric assloads of money than in an organization where personal power grabs start to supersede anything that smells vaguely like an organizational imperative. And again, these just big bureaucracies at many health systems … yeah, too big not to fail at this is often the way of it. Then lastly, I grilled Dan Greenleaf about capital partners and how to manage to achieve private equity (PE) funding, where there's support for a model that delivers inherent value—a model that benefits both patients and providers as well as investors. And I'm saying this, keeping all of the things that Yashaswini Singh, PhD, said in that episode (EP474) about private equity a few weeks ago. Go back and listen to that. And by the way, Dan Greenleaf in this show has roughly the same ideas as Tom X. Lee, MD (EP445), founder of One Medical and Galileo told me, and also Rushika Fernandopulle, MD (EP460), founder of Iora. Great minds think alike. So, should figuring out how to work with PE be a topic of interest, there you go. Listen to my conversation today with Dan Greenleaf and then go back and listen to those other two shows. Dan Greenleaf, CEO of Duly, my guest today, has been in healthcare for 30 years. He's a six-time CEO: three public companies and has also run three companies backed by private equity and thus very aware of the many different funding mechanisms that exist in the marketplace. This podcast is sponsored by Aventria Health Group, but I do just wanna mention that Duly offered Relentless Health Value some financial support, which we truly appreciate. So, call this episode not only sponsored by Aventria but also Duly. And with that, here is my conversation with Dan Greenleaf. Also mentioned in this episode are Duly Health and Care; Benjamin Schwartz, MD, MBA; Cynthia Fisher; Cristin Dickerson, MD; Yashaswini Singh, PhD; Tom X. Lee, MD; Galileo; Rushika Fernandopulle, MD; Vivian Ho, PhD; Scott Conard, MD; Stanley Schwartz, MD; Vivek Garg, MD, MBA; and Dave Chase. You can learn more at Duly Health and Care and follow Dan on LinkedIn. You can also email Dan at dan.greenleaf@duly.com.   Daniel E. Greenleaf is the chief executive officer of Duly Health and Care, one of the largest independent, multispecialty medical groups in the nation. Duly employs more than 1700 clinicians while serving 1.5 million patients in over 190 locations in the greater Chicago area and across the Midwest. The Duly Health and Care brand encompasses four entities—DuPage Medical Group, Quincy Medical Group, The South Bend Clinic, and a value-based care organization. Its scaled ancillary services include 6 Ambulatory Surgery Centers, 30 lab sites, 16 imaging sites, 39 physical therapy locations, and 100 infusion chairs. Its value-based care service line provides integrated care for 290,000 partial-risk and 100,000 full-risk lives (Medicare Advantage and ACO Reach). Dan has nearly 30 years of experience leading healthcare services organizations. He is a six-time healthcare CEO, including prior roles as president and CEO of Modivcare; president and CEO of BioScrip, Inc.; chairman and CEO of Home Solutions Infusion Services; and president and CEO of Coram Specialty Services. Dan graduated from Denison University with a bachelor of arts degree in economics (where he received the Alumni Citation—the highest honor bestowed upon a Denisonian) and holds an MBA in health administration from the University of Miami. A military veteran, he was a captain and navigator in the United States Air Force and served in Operation Desert Storm.   09:56 How does Dan achieve his mission given the realities of margin? 14:49 How Duly Health's approach and incentives differ from other health systems. 16:04 EP466 with Vivian Ho, PhD. 16:28 EP462 with Scott Conard, MD. 16:31 Summer Shorts episode with Stan Schwartz, MD. 17:27 EP460 with Rushika Fernandopulle, MD. 17:29 EP445 with Tom X. Lee, MD. 17:30 EP407 with Vivek Garg, MD, MBA. 18:50 How having physicians on the hospital board greatly improves margin and mission. 20:04 How Dan explains his approach to his capital partners. 22:23 Fee for service vs. institutional care.   You can learn more at Duly Health and Care and follow Dan on LinkedIn. You can also email Dan at dan.greenleaf@duly.com.   @d_greenleaf of @dulyhealth_care discusses #margin creating a path to #mission in #multispecialtycare on our #healthcarepodcast. #healthcare #podcast #financialhealth #patientoutcomes #primarycare #digitalhealth #healthcareleadership #healthcaretransformation #healthcareinnovation   Recent past interviews: Click a guest's name for their latest RHV episode! Dan Greenleaf (Part 1), Mark Cuban and Cora Opsahl, Kevin Lyons (Part 2), Kevin Lyons (Part 1), Dr Stan Schwartz (EP486), Dr Cristin Dickerson, Elizabeth Mitchell (Take Two: EP436), Dave Chase, Jonathan Baran (Part 2), Jonathan Baran (Part 1), Jonathan Baran (Bonus Episode)  

The Deal
Drinks With The Deal: Thoma Bravo's Schwab on In-House Roles

The Deal

Play Episode Listen Later Oct 16, 2025 23:17


Thoma Bravo general counsel Steven Schwab discusses the appeal of being an in-house lawyer, the differences between working at a trading firm and a PE sponsor and the issues he's thinking about now.

Daily Stock Picks

I went down AI rabbit holes yesterday testing out theories. Whether you pay for the tools or not, you should be using them. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Analyse Asia with Bernard Leong
How to Scale Global Teams Without an Office through Esevel with Deng Yuying

Analyse Asia with Bernard Leong

Play Episode Listen Later Oct 16, 2025 37:37


Fresh out of the studio, Yuying Deng, Co-founder and CEO of Esevel, shares her transformative journey from corporate lawyer to healthcare operator to tech entrepreneur with our guest host Yana Fry from Yana TV. Yuying discusses how the pandemic's sudden shift to remote work in April 2020 revealed critical gaps in IT infrastructure for distributed teams, inspiring her to launch Esevel—a platform now serving companies across 88 countries. Yuying challenges the traditional HQ-centric worldview, advocating that "HQ should be a mindset, not a location," and shares how Esevel deliberately builds leadership opportunities for talented professionals regardless of whether they're based in Manila, Singapore, or São Paulo. Last but not least, Yuying shares what great would look like for Esevel's future: becoming the indispensable tool companies think of first when scaling global teams, while proving that talent and performance matter more than location."Many companies that say they do distributed and remote work actually still have a very HQ-centric worldview. That means leadership is in HQ, strategy is formed in HQ, and high-impact jobs are in the HQ as well. So when they hire remote and distributed teams. For example, in the Philippines, Brazil, and India they use these more as back-office functions. So you have very talented people who join them there, thinking that they could rise in a global company. But very soon they find that they hit a glass ceiling and are no longer able to advance, and so they move on to another firm. I think that's a massive waste of talent, especially if you're talking about here in Asia. This is the world's fastest-growing region. People are ambitious, people are bright, and they are able to take on leadership positions if they're given the opportunity to. This is one thing that we have really tried to reverse at Esevel. You do not have to be at HQ in order to rise into a leadership position. As long as you perform your job and perform it well, we look at performance more than location. So I think that is one thing that has to shift: HQ shouldn't be a location. HQ should actually be a mindset. And I think that's something that a lot of remote companies or distributed work companies have correct when it comes to that." - Deng YuyingEpisode Highlights:[00:00] Quote of the Day by Deng Yuying[02:00] Introducing Yuying Deng, CEO of Esevel[02:25] From lawyer to operator to founder[03:32] MBA at INSEAD shaped entrepreneurial journey[03:53] Built community care division for Orange Valley[04:24] Family business dynamics and PE exit lessons[05:44] Esevel: IT operations platform for distributed teams[07:56] Company DNA shaped by pandemic remote work[08:38] Importance of staying close to customer problems[10:16] Managing operations across 88 countries globally[12:39] Failure is a feature, not a bug[14:33] Operational complexity and doing boring work well[16:35] Future of hybrid and remote work[19:48] HQ should be a mindset not location[21:25] Characteristics needed for remote work success[22:40] Growth opportunities regardless of employee location[24:58] Founding a company is like raising child[26:52] No perfect time for major life decisions[29:31] Ethical principles learned from parents[30:33] Vision for Esevel and family independence[32:28] Partnership requires mutual support for success[35:48] Rising through adversity with determination[36:34] Legacy focused on happy, independent childrenProfile: Yuying Deng, CEO of Esevel: https://esevel.comLinkedIn Profile: https://www.linkedin.com/in/yuyingdeng/Guest Host: Yana Fry from Yana TV:  https://www.youtube.com/@yanatvsgLinkedIn Profile: https://www.linkedin.com/in/yanafry/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

Vorbitorincii. Cu Radu Paraschivescu și Cătălin Striblea
Dacă era atât de bine, de ce era atât de rău?

Vorbitorincii. Cu Radu Paraschivescu și Cătălin Striblea

Play Episode Listen Later Oct 16, 2025 186:57


În acest episod Vorbitorincii, istoricul Cosmin Popa ne vorbește despre „marea economie” din Epoca de Aur — cum dădea bine în rapoarte și cât de scumpă era, de fapt, în viața de zi cu zi. O conversație despre propagandă, lipsuri și miturile economice care încă mai circulă. 00:01:37 – „La pomul lăudat nici mere nu face.” Cine-o fi zis? Miodrag Belodedici, Dorinel Munteanu sau Gheorghe Hagi? Aflați jucând un mic joc inspirat din volumul lui Radu Paraschivescu – În virtutea inepției. Pe lângă asta, avem bancuri, amintiri din studenție, (Știați de sandvișul cu bere?), petreceri și ceaiuri, examene și o recomandare la TNB – Proorocul Ilie, plus câteva povești de artă contemporană (spre deliciul lui Radu). 00:35:26 – Îngrijorări sănătoase despre „participarea la cântecul Rinocerii” și o privire amuzată asupra scenariilor despre noi din social media. 00:50:27 – „Dacă era atât de bine, de ce era atât de rău?” – discuția cu Cosmin Popa despre economia Epocii de aur. 02:15:56 – Spuma filelor: recomandările de lectură:  Cosmin Popa – Economie, corupție și politică în România lui Nicolae Ceaușescu Ingrid D. Rowland – Iluziile artei. Ferestre deschise spre altă realitate Ryan Holiday & Stephen Hanselman – Stoic zi de zi. 366 de citate despre înțelepciune, perseverență și arta de a trăi Bogdan Răileanu – Picioare de lotus 02:45:22 – Gastronauții Diana Popescu și Dragoș Vasile vă poartă prin lume, cu gust, textură și aromă. Găsiți episoadele pe canalul de YouTube Vorbitorincii. 02:51:30 – Final cu oale, ulcele și tigăi pline de mâncare de petrecere.

All-In with Chamath, Jason, Sacks & Friedberg
How Orlando Bravo Built One of the Most Successful Firms in Private Equity

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Oct 15, 2025 28:57


(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Orlando Bravo: https://x.com/orlandobravotb Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Silicon Carne, un peu de picante dans la Tech
Est-ce que l'intelligence Artificielle est en train de nous échapper ?

Silicon Carne, un peu de picante dans la Tech

Play Episode Listen Later Oct 15, 2025 52:02


On a décidé de se faire peur cette semaine dans Silicon Carne et on a demandé à Maxime Fournes de venir nous foutre les boules. Maxime c'est un ingénieur et chercheur en IA, il est le cofondateur du mouvement Pause IA et il fait partie de ceux qui pensent qu'il faut lever le pied avant que l'IA ne nous échappe. On a passé avec lui en revue toutes les grandes angoisses que les gens ont quand on parle de l'Intelligence Artificielle : la perte de contrôle, les dérives militaires, la fin du travail, la consommation énergétique…Alors est-ce que Maxime nous a convaincu que c'était le moment d'appuyer sur pause, la réponse dans cet épisode…===============================

Crain's Daily Gist
10/16/25: Winnetka bluff protection challenge dismissed

Crain's Daily Gist

Play Episode Listen Later Oct 15, 2025 43:35


Crain's residential real estate reporter Dennis Rodkin joins host Amy Guth to talk local housing news, including a judge tossing a lawsuit filed by lakefront mansion owners in Winnetka.Plus: State Farm faces lawsuit from Illinois amid scrutiny over rate increases, state rep attempts to block Bears move to Arlington Heights, Stellantis announces it will make Jeep SUVs again in Belvidere and Chicago billionaire Justin Ishbia raises $850 million for new PE funds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack Westin MCAT Podcast
Central Dogma for the MCAT: Transcription, Translation & Gene Regulation

Jack Westin MCAT Podcast

Play Episode Listen Later Oct 15, 2025 64:17


DNA doesn't “do", it instructs. In this episode of the Jack Westin MCAT Podcast, Mike and Molly walk through the central dogma, how we go from DNA → RNA → protein—and the regulation that makes different cells, well, different. Perfect for MCAT Bio/Biochem: we hit transcription, RNA processing, translation mechanics (A–P–E sites), start/stop codons, eukaryote vs. prokaryote differences, and multi-layered gene expression regulation (chromatin, transcription factors, miRNA/siRNA, ubiquitin, & more).

Walk-Ins Welcome
Ep. 202: Serving the Underserved in Urgent Care - Interview with Dr. Lindsey Fish from Denver Health Pena Urgent Care Clinic

Walk-Ins Welcome

Play Episode Listen Later Oct 15, 2025 31:39


When most clinics talk growth, they talk volume. But at Denver Health's Peña Urgent Care, leadership means something deeper. In this episode, Michael and Nick sit down with Dr. Lindsey Fish—Medical Director, educator, researcher, and community leader—to explore what it really means to deliver care where it's needed most.With over a decade of hands-on experience serving underserved populations, Dr. Fish shares how her clinic, embedded within a safety-net system, balances high acuity care with compassion, equity, and resilience. From federally qualified funding structures to a radically human-first approach to leadership, this conversation pulls back the curtain on a side of urgent care that's often unseen—but incredibly impactful.We talk about the growing importance of primary care, how urgent care and academic medicine intersect, and why true healthcare transformation starts by listening—to both patients and providers.This episode is full of insight for healthcare leaders, clinicians, and operators who believe in building something bigger than business.

The Pacesetter Pod
Ep136: Agribusiness 2026 M&A Outlook with Scott Porter of Cascadia Capital

The Pacesetter Pod

Play Episode Listen Later Oct 15, 2025 56:54


Show Highlights: Cascadia Capital's services, its ag practice and ag client profiles. [03:55] The impact of net farm income on ag market dynamics. [08:04] What are the drivers of supply–demand imbalance in ag? [09:50] M&A as an exit in downturns, and qualities of winning companies. [14:17] Crucial strategic considerations for opportunistic M&As. [20:21] The paradox of market recovery and producer distress. [26:10] Explore four distinct M&A “eras” identified in ag. [30:50] Two co-op types and long-term sustainability explained. [37:40] What attracts PE to ag and yet causes surging dry powder? [43:34] Learn about the types of private investors in ag. [47:52] Industry-wide implications of Bunge–Viterra scale mega-mergers. [51:47] Explore Cascadia Capital's Food, Beverage, and Agribusiness group at https://www.cascadiacapital.com/industries/food-beverage-and-agribusiness/. To contact Scott Porter, visit https://www.linkedin.com/in/scott-porter-93537026/ on LinkedIn, or email him at SPorter@cascadiacapital.com. The WSJ article mentioned in the episode: Corn and Soybeans Rule the American Farm. Why That's a Growing Problem, in Charts If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

MoneyWise
He Sold for $200M – Then Watched the Business Implode

MoneyWise

Play Episode Listen Later Oct 14, 2025 36:20


Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.comKory Mitchell built a blue collar asbestos business and sold it for $200M. When he stepped back, everything started to fall apart. A new CEO lost millions. The culture cracked. Kory came back to fix it, then walked away on his own terms. This is what happens when scaling works…until it doesn't.Here's what we talk about:Buying blue collar businesses: the unsexy but ultra-profitable path to serious scaleWhy adding debt transformed their trajectory – and nearly broke the companyWhat not to do after an exit: the new CEO that lost $12M in 6 projectsThe hidden tax of scale: how managing founders who've “already made their money” can kill your businessHow to build trust during M&A, and the warning signs that should make you walkLessons in culture, integration, and the real cost of bad communicationThe burnout that followed a $200M exit, and why Kory walked awaySabbaticals, Porsches, and starting over: what post-exit life really looks likeThe secret to finding off-market deals, and why PE firms keep asking Kory for helpWho shouldn't do M&A (and why doing it while your house is on fire is a terrible idea)Cool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Kory Mitchell https://www.linkedin.com/in/korylmitchell Sponsors:Get US caliber talent at offshore prices with https://www.oceanstalent.com/Achieve your dream body with https://www.dailybodycoach.com/moneywiseProtect your upside and get your time back at https://www.cressetcapital.com/moneywiseChapters:(01:54) Growing Up Blue Collar & Family Business Roots(03:09) Taking the Leap: Debt and Aggressive Growth(05:53) Merging, Scaling, and Learning from Private Equity(08:19) Managing People: The Human Side of M&A(13:18) Integration and Building Company Culture(19:25) The $200M Exit and Stepping Away(21:48) Crisis: Post-Sale Struggles and Turnaround(25:22) Burnout, Sabbatical, and Starting Over(27:47) Lessons Learned: Who Should (and Shouldn't) Do M&AThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.

Top Floor
213 | Party Ambulance

Top Floor

Play Episode Listen Later Oct 14, 2025 33:30


Bill Fanning is an Austin-based software leader turned hospitality-tech exec who's led revenue and sales across VC-backed, public, and PE-owned companies. After falling for the community-building power of restaurants and hotels, he brought his scale-with-discipline mindset to Stayntouch, a PMS for independent hotels and multi-property portfolios. Susan and Bill talk about tech rollouts without heartburn and career pivots with purpose. What You'll Learn About: • How different funding models shape company growth. • Why hotels and restaurants are the original social networks. • What drove Bill from social media into hospitality tech. • What it takes to roll out 140 hotels in 90 days. • Why culture change is harder than technology change. • Why listening beats talking in sales. • Why hospitality expertise matters in selling software. • How AI may reshape hotel tech—and where it falls short. • Why hotels resist new tech and how that's changing. • How hotel skills translate into careers beyond the industry. Our Top Three Takeaways 1. Hospitality as the Original Social Network Bill highlighted that long before digital platforms, restaurants and hotels served as true community builders—what he calls the “OG social media.” These spaces create authentic human connection, culture, and shared experiences in ways that digital networks can't replicate. His career shift from social media technology into hospitality tech reignited his passion for building community through real-world venues. 2. Sales Skills Are Transferable, but Domain Expertise Matters While strong sales fundamentals—communication, listening, negotiation—apply across industries, selling strategic hospitality software requires a deep understanding of hotel operations. Bill emphasized that hoteliers often underestimate the value of their own experience: running complex properties gives them an expertise that's far more difficult to teach than sales technique. He believes hospitality professionals can thrive in tech by pairing their domain knowledge with learned sales skills. 3. Tech Change Is About Culture, Not Just Software When hotels adopt new property management systems (PMS), the biggest hurdle isn't the technology itself but the cultural change required to embrace new processes. Intuitive design, hands-on training, and creating internal champions are key to adoption. Looking ahead, Bill predicts AI will accelerate tech development, but he cautions against replacing human support with bots too quickly—hospitality still depends on personal, human connection.   Bill Fanning on LinkedIn https://www.linkedin.com/in/billfanning1/ Stayntouch https://www.stayntouch.com/ Other Episodes You May Like:  103: Comedy Legend Thwarted with Jeanelle Johnson https://www.topfloorpodcast.com/episode/103 133: Stranded in the Rain with Frank Reeves https://www.topfloorpodcast.com/episode/133 98: Snapped Tow Rope with Craig Everett https://www.topfloorpodcast.com/episode/98

Greenletes Podcast
My Pulmonary Embolism Story: What I Learned After a Life-Threatening Postpartum Emergency

Greenletes Podcast

Play Episode Listen Later Oct 13, 2025 27:54


New Life Romanian Church
Mircea Filip – La Cuvântul Tău

New Life Romanian Church

Play Episode Listen Later Oct 13, 2025


Luca 5.1-11 1. Pe când Se afla lângă lacul Ghenezaret şi Îl îmbulzea norodul ca să audă Cuvântul lui Dumnezeu,2. Isus a văzut două corăbii la marginea lacului; pescarii ieşiseră din ele să-şi spele mrejele.3. S-a suit într-una din aceste corăbii, care era a lui Simon: şi l-a rugat s-o depărteze puţin de la ţărm. […]

The Supersized PhysEd Podcast
Kindergarten PE Games and Activities

The Supersized PhysEd Podcast

Play Episode Listen Later Oct 13, 2025 19:32 Transcription Available


Send us a textLet's go PE Nation!Today I want to share with you three kindergarten PE games that keep kids moving, teach boundaries, and build early math skills while staying safe and simple to run. We also answer listener questions about the PE9 book series and the ongoing saga of our inflatable mascot, Webster.• top 10 kindergarten games overview and eBook link• "Treasure Hunters" rules, sorting by color, and math add-ons• "Gotham City" for teaching boundaries through story• "Rollout" circle setup for rainy-day PEGrab the eBook that's in the show notes. I know it will give you value and more fun games to play with your K-2 classes.Enjoy,Dave-Kindergarten PE Games and Activities ebook ($3.99 for 10 activities)-Check out supersizedphysed.com for more resources, including free PDFs, articles, and courses to help with your PE program. Please leave a review to help grow this podcast and keep pushing our profession forward.-Team Building Games Ebook (with preview): https://www.teacherspayteachers.com/Product/Team-Building-Games-and-Activities-for-PE-Class-14063095Grab my copy of the Outside PE Checklist as a reference that includes equipment, procedures, transitions, and other essentials for successful outdoor teaching-Free resources include Substack and Medium articles with PE tips, games, and strategies-High Fives and Empowering Lives  book available as an ebook or paperback-Paperback or download: HERE-Amazon Ebook: HERESupport the showBecome a supporter of the show: https://www.buzzsprout.com/385837/support

15 Minutes of Finance
Market news Monday and why valuation does not tell the whole story

15 Minutes of Finance

Play Episode Listen Later Oct 13, 2025 15:00


In today's episode of 15 Minutes of Finance, we break down the latest market news and what investors should really watch for beneath the headlines. We dive into the forward price-to-earnings (P/E) ratio, Explaining how current P/E is used to value stocks and why it can sometimes paint a misleading picture. James also tackles common misconceptions about valuation, including why a “high” P/E doesn't always mean a stock is overvalued. Whether you're a long term investor or just trying to understand how Wall Street prices stocks, this episode gives you clear, no-jargon insight into today's markets and what it all means for your portfolio.Minor correction Costco trades at a 49 Forward P/E and Nvidia at a 30 Forward P/E

Wine News TV - On The Go
Mano a Mano con Peñín 1

Wine News TV - On The Go

Play Episode Listen Later Oct 13, 2025 59:30


Lleno de emoción y agradecimiento arranco este nuevo proyecto con una de las más importantes personalidades del mundo del vino del pasado siglo: José Peñín. Mentor, amigo y maestro, es todo un placer conversar con Pepe. Sigan su cuenta de Instagram y no dejen de leer su blog. Si tienen preguntas para Peñín, me la dejan en comentarios y con gusto se las presento en nuestra próxima charla.

GameMakers
Inside the $55B EA-Saudi Deal: Why It's Not a Typical LBO (with Chris Petrovic & Matthew Kanterman)

GameMakers

Play Episode Listen Later Oct 13, 2025 59:56


Saudi Arabia's Public Investment Fund just closed the largest gaming acquisition in history—$55 billion for Electronic Arts. But this isn't the typical private equity playbook.In this episode, host Joseph Kim sits down with two M&A experts who break down what's really happening:- Chris Petrovic - Board Chairman & CBO at FunPlus, former President of Publishing at Zynga where he orchestrated their transformative acquisition strategy- Matthew Kanterman, CFA - Gaming industry analyst specializing in M&A and financial analysisWe uncover the hidden truths behind the deal:→ Why EA's "operational bloat" narrative is based on an accounting myth→ The real reason EA chose to sell now (hostile takeovers? portfolio pressure?)→ Why Silver Lake's involvement is primarily "for optics"→ What "patient capital" means for EA's studios and the broader gaming industry→ The mobile strategy question: Will EA and Scopely actually integrate?→ Growth opportunities in sports, Asia, and transmedia→ Who really controls gaming's attention economy nowThis isn't about short-term cost-cutting. It's about sovereign wealth rewriting the rules of gaming M&A—and what that means for developers, studios, and the industry's future.Key Takeaways:- At 17-18x forward EBITDA, EA sold at a discount to Activision's 20x—why?- With Take-Two now the only major independent US publisher, what happens to exit opportunities?- EA's conservative accounting makes them look less efficient than they actually are- This deal is measured in decades, not the typical 5-7 year PE timeline

Documentos RNE
Documentos RNE - Cultura de la vid. El vino que viene -13/10/25

Documentos RNE

Play Episode Listen Later Oct 12, 2025 55:57


La historia del vino es la historia de un viaje. Viaje en el tiempo; desde sus primeros vestigios hace 8.000 años hasta un presente y futuro de agricultura 4.0. Y viaje en el espacio; porque la uva, como alimento de las aves, voló en sus vientres migratorios sembrando semillas por el mundo. Viaje también el de esos españoles que marcharon a la Francia de los vinos de prestigio a vendimiar. O la de esos otros migrantes que cosechan ahora el fruto de nuestras viñas. En este documental sonoro, con guion de Juan Ballesteros y realización de Mayca Aguilera, interviene el periodista José Peñín, autor de la 'Guía Peñín', el manual más importante de enología en España. Participan también enólogos como Pedro Ballesteros, ingeniero agrónomo y primer español en obtener el título de Master of Wine; Ferrán Centelles, sumiller durante trece años en el restaurante El Bulli y referente internacional en su ámbito; Cristina Alcalá, socióloga y divulgadora de la cultura del vino; e Isabel Mijares, enóloga pionera en España cuya voz se conserva en el Archivo RTVE. Además, el programa recoge el momento de la vendimia en la localidad toledana de Santa Cruz de Retamar. Suenan las voces del bodeguero Carlos Taveras, la enóloga Maite Sánchez y los trabajadores de la finca La Verdosa, perteneciente a Bodegas Arrayán, dentro de la denominación de origen Méntrida. El vino que viene combina las técnicas más modernas (inteligencia artificial, robots o drones) con el tradicional pisado de la uva o el uso de históricas tinajas de barro para la crianza de sus caldos.Escuchar audio

Midland SDA Media
Who Is the Holy Spirit?, Part 2

Midland SDA Media

Play Episode Listen Later Oct 12, 2025 59:11


Speaker: Herbert Nelson Original Broadcast Date: October 11, 2025 Bulletin | Sermon Transcript YouTube video: https://youtu.be/M2Jty_7m_PE

雪球·财经有深度
3011.牛市进入中后期阶段,投资者未来何去何从

雪球·财经有深度

Play Episode Listen Later Oct 12, 2025 7:17


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。今天分享的内容叫牛市进入中后期阶段,投资者未来何去何从。来自敬畏知止。首先我们来看,今天的市场是如何铸成的。高层无疑是希望股市上涨的。但经济运行有其自身规律,股市的运行也有其自身规律,外力的改变虽有可能,但不是一蹴而就的,外力施加的影响虽最终能够改变市场运行轨迹——无论是短期或是长期的,但改变市场原本运行轨迹的过程中因受限于自身资源和条件限制,会寻找阻力最小的方向,尤其是市场悲观情绪的逆转是需要时间的。2024年9月26日后,量变产生质变,市场在外力的作用下,开启了一轮牛市周期。但由于投资者情绪波动太大,在短暂的疯狂上涨稍加调整后,此时的市场才进入健康的牛市前期。我们再来看看内外部的环境:中国股市和房市现处于两难境地。影响A股慢牛最大的劣势在于市场的结构性高估,关键是结构性高估的个股比例还不低。在这种背景下发动的牛市,只能是水牛,是脱离了估值之锚后的自我放飞,这就面临一个将来谁来买单的问题。造成A股普遍高估并不是今天才有的现象,而是货币超发的自然结果,超发货币意味着资产价格的普遍高估——毕竟这么多钱要有个去处,这也是我们过去十几年无论是房地产、还是股市,其实质都是高估的,看看I P O的发行价和PE;不仅在I P O方向,这种流动性也使得我们二级市场绝大多数股票价格高估。与此同时,以美国为首的西方国家对我们的高科技行业封锁围堵。我们国家,早在十年前就预见到房地产泡沫,宏观层面一直在试图将房地产泡沫的影响控制在房地产业自身。但随着房地产行业的对其它行业的渗透,导致的泡沫越来越大,受影响最大的是受到蛊惑,对自己行为没有清醒认知投身到房地产的所谓中产阶级。并且又叠加了金融机构降薪,这些人是目前房地产泡沫破灭的最大受害者,而这些人恰恰是消费的主力。再来聊一下中国经济经济发展环境、韧性、新引擎、挑战与机遇。当房地产下行时,各行各业都会受此影响,我这里特别谈谈公共开支,公共开支有其刚性一面,当预算收入不抵其支出时,政府必然要缩减开支或伸出其有形的手。这对市场的影响都是负面的,这种负面影响倒还罢了,问题是事情的发展是渐进的,且不可预测的,这就给市场带来了极大的不确定性,不过,这个影响最多三五年的时间就可以消化吸收掉。说实话,美国对我们科技封堵,小院高墙,使得我们更容易聚焦未来的发展方向和形成共识,依我个人对中国经济的观察,在此期间,我们会通过举国之力解决卡脖子问题释放中国经济的潜在增长率,中国经济必将进入新一轮高速增长。目前房地产泡沫解决已经进入下半场,通过发起一轮牛市对冲房地产下行风险。当然,我不是说实体经济没有影响,我们实体经济最大的影响来自于房地产泡沫破灭,我这样说的依据是我们实体经济,尤其是前沿科技的资产负债表不仅没有受到伤害,反而更加健康、资金也比较充裕,这个从我们新能源汽车、芯片半导体、人工智能等行业这两年的业绩以及越来越多的国外药企购买我们的专利和技术可以窥见一二。所以问题的关键从来不是问题本身,而是如何将劣势转变为优势、如何在逆境中凤凰涅槃,浴火重生。熟悉了本轮行情的来龙去脉以及内外部环境,我们看看站在今日的时点,投资者未来何去何从?先说结论,时至今日,无论是哪方面看,行情仍将持续,但已经进入下半场,依据如下:首先看市场的估值水平,对比一年前,也就是大概本轮牛市启动前的估值,我们可以清晰的看到,亏损股以及估值50倍以上的股票占比明显上升,尤其是估值50倍以上的股票占比更是大幅上涨11.46个百分比,这显示市场投资风险显著上升。除基建、农业、白酒和家电整体估值合理且P E百分位也处于绿色空间外,其他各行业已处于历史最高估值水平。这些行业虽然有国产替代以及中国高科技产业技术突围的极大市场前景,但毕竟罗马不是一日建成的,利润的兑现需要时间。其次我们看低利率环境和存款搬家的情况,显然在现在的经济背景下,为促进经济发展,国内有降息的动力,但忌惮于美国的高利率,有点投鼠忌器。不过,美国利率在特朗普的推动下已经具备大幅下调的环境,这会进一步降低国内利率水平进而推动资金寻求高收益去处,股市无论是从赚钱效应还是容纳空间而言都是不二之选。第三,政府维持股市慢牛对冲房地产下行的强烈愿望,虽然政府不是万能的,但这些经验将使得本轮行情走得时间更长。那么作为投资者,如何应对未来的市场呢?鉴于本轮行情已经进入下半轮,投资者的眼光更宜放得长远,不要追涨杀跌。从短期、中期、和长期三个维度对市场的周期、公司的估值以及公司未来的经营进行分析,因为我们始终处于周期这个大环境中,这就要求我们的投资决策短期要有安全边际;中期要从公司的发展周期、公司的估值周期和股票市场的估值周期看股价;长期而言,公司要有公司业绩的稳定增长,即使公司受到所处行业的中、短期周期影响,但长期的业绩必将是稳定增长的,这才是我们要了解、要运用到股市投资中的周期概念,也是股市常赢之道。

Business & Personal Development with Chris Haroun
How to get into enterprise software sales, Is the market too concentrated right now, Future of Ethereum and Bitcoin and more.

Business & Personal Development with Chris Haroun

Play Episode Listen Later Oct 11, 2025 118:13


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 get into enterprise software sales, Is the market too concentrated right now, Future of Ethereum and Bitcoin 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

Dopisi iz Diznilenda Podcast
Peder, Pop i Pravnik Podcast #015 (AUDIO)

Dopisi iz Diznilenda Podcast

Play Episode Listen Later Oct 11, 2025 118:54


Na intersekciji podcasta Dopisi iz Diznilenda i ExKurs Podcast nalazi se Peder, Pop i Pravnik Podcast. Miljan (Peder) kao poveznica između Vukašina Milićevića (Pop) i Nemanje Paleksića (Pravnik). Sve teme iz oba podcasta i one kojima u njima nema mesta, ovde, na jednom mestu. Vidimo se (i čujemo), za sad, dvaput mesečno. U današnjoj epizodi bavimo se dalje pitanjem medijske (ne)pismenosti, pošto o Čarliju Kirku niko više ne priča, zašto publika na internetu podkaste, podkastere i medije uopšte shvata toliko ozbiljno, misli da ih (nas) poznaje i da mora da ih natjera da se prilagode njihovim kalupima vrijednosti, pa pričamo o dešavanjima na Bliskom Istoku (znate o čemu već, moramo da pazimo zbog monetizacije), o mogućem izbacivanju znate koga već iz UEFA ili s Evrovizije... pa malo i o dešavanjima kod nas, ko je Miša Bačulov i zašto je on srušio nadstrešnicu, šta bismo voljeli posle ove vlasti i naravno čitamo dvije pjesmice mitropolita Fotija. I e da, Peder je završio fakultet i sad je diplomirani P(ede)R. Pratite nas na: https://www.youtube.com/@dopisiizdiznilenda www.facebook.com/DopisiizDiznilenda/ www.podcast.rs/autori/dopisi-iz-diznilenda/ Ako želite da nam pomognete u održavanju servera na soundcloudu, uplate rado primamo na PayPal: mtanic@gmail.com ili postanite naš patron na www.patreon.com/dopisi Snimak saslušanja Blagoja Pantelića u crkvenom sudu: https://teologija.net/moje-saslusanje-pred-crkvenim-sudom/ Miljanov tekst na Peščaniku: https://pescanik.net/lov-na-vestice/ Miljan: fb: /mtanic, Twitter/Instagram: @mtanic YouTube: /Mtanic Nemanja: fb: /paleksic @diznilend iTunes: itunes.apple.com/us/podcast/id1223989792 Stitcher: https://www.stitcher.com/show/dopisi-iz-diznilenda-podcast Pocket Casts: pca.st/pT2h podcast.rs/show/dopisi-iz-diznilenda/ Spotify: https://open.spotify.com/show/4U3wm6QOkJ30QEbk1kvqZS?si=RM6QdrOlTuO0WUJzYBl7hA

FreightCasts
Morning Minute | October 10, 2025

FreightCasts

Play Episode Listen Later Oct 10, 2025 2:23


The trucking industry faces a major disruption as PE-backed flatbed operator Montgomery Transport LLC abruptly filed for Chapter 7 bankruptcy and ceased operations immediately. This sudden shutdown put approximately 1,000 employees out of work, including 600 truck drivers, highlighting the fragility of transportation companies in today's economy. Global trade flows are shifting as U.S. maritime gateways saw container imports drop 8.4% in September, with imports from China specifically falling 22.9% year-over-year. These declines, which included dramatic drops in goods like aluminum (43.8%) and footwear (33.9%), come amid the restructuring of U.S. trade using tariffs and other economic pressures. Uzbekistan is positioning itself as the next global IT logistics hub, driven by its growing digital economy and expanding U.S. trade relationships. Government initiatives like IT Park Uzbekistan offer compelling incentives, including 0% tax rates for technology companies, and leverage a young, highly literate workforce ready to serve global markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Molecule to Market: Inside the outsourcing space
The CEO driving change at Curia

Molecule to Market: Inside the outsourcing space

Play Episode Listen Later Oct 10, 2025 45:18


In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Philip Macnabb, Chief Executive Officer at Curia. Your host, Raman Sehgal, speaks with Phil about the pharmaceutical and biotechnology supply chain, covering: Over 25 years of working with private equity — and why PE is ultimately about building sustainable value. The common threads he looks for as a CEO of any new organisation, and why employees often know the answer first. Navigating the COVID comedown at Curia, making major network changes, and refocusing on biotech clients. Why CDMOs are really selling trust as the service, not just manufacturing — and how that plays into customer intimacy and reputation. Betting on the trend toward small batch sizes and personalised medicines in biotech and pharma. Phil leads Curia in pursuit of its mission to improve patients' lives, applying end-to-end capabilities and deep scientific expertise to advance customers from idea to impact. He brings more than 20 years of private-equity leadership experience to Curia, including the last decade in healthcare. Most recently, he served as Chief Executive Officer at Epsilon Global, a company he co-founded. In addition to his healthcare experience, he has held senior positions in technology, distribution, and consumer products. Phil has a proven track record of sharpening companies' core value proposition, enhancing the customer experience, and building organisations with real, lasting value. Phil earned an MBA from the University of Chicago and a BS in Business Administration from Purdue University.   Molecule to Market is sponsored by Bora Pharma and Charles River, and supported by Lead Candidate. Please subscribe, tell your colleagues, and help us celebrate the value of the global life science outsourcing space. We'd also appreciate a positive rating!

D1.t in Five
Evening Standard - Friday, October 10, 2025

D1.t in Five

Play Episode Listen Later Oct 10, 2025 5:54


The Big Ten is reportedly in negotiations for a private equity deal with UC Investments, Oregon AD Rob Mullens talks PE and more.We would love to know what you think of the show and you can let us know on social media @D1ticker.If you are not subscribed to D1.ticker, you can and should subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.d1ticker.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

CruxCasts
Capitan Silver (TSXV:CAPT) - Triples Exploration Target at Historical Cruz de Plata Silver District

CruxCasts

Play Episode Listen Later Oct 10, 2025 15:19


Interview with Alberto Orozco, CEO of Capital Silver Corp.Our previous interview: https://www.cruxinvestor.com/posts/capitan-silver-tsxvcapt-mexico-explorer-raises-53m-at-premium-and-announces-exploration-plan-6828Recording date: 6th October 2025Capitan Silver Corp. has achieved what no company has accomplished in over a century: consolidating Mexico's historically productive Cruz de Plata silver district under single ownership. Through two strategic transactions in 2022 and August 2024, the company has reunited lands where Peñoles mining company operated its first mine, producing 300 up to 2,000 g/t silver from the late 1800s until the Mexican Revolution fragmented the property in 1908.The consolidation has unlocked more than just historical mining grounds. A geological breakthrough revealed that mineralization wraps around an intrusive body, expanding the company's exploration targets threefold from 7 to over 20 kilometers of cumulative structural targets. The addition of over 2,000 hectares provides multiple discovery pathways within a single unified project, creating portfolio diversification that reduces exploration risk while maximizing upside potential.Leading this effort, CEO Alberto Orozco and the management team is composed primarily of ex-Argonaut Gold personnel who built and operated three mines on time and on budget. Their operational experience distinguishes Capitan Silver from exploration peers focused solely on resource definition. The team evaluates Cruz de Plata through a developer's lens, considering mining methods, processing requirements, and operational costs from the earliest exploration stages, with recent hires focused specifically on development aspects signaling medium-term production ambitions.Management's strategic discipline during the challenging markets of 2022-2023 demonstrates commitment to long-term shareholder value over short-term activity. Rather than pursuing dilutive financing to continue drilling when capital markets were unfavorable, the company paused exploration to focus on property consolidation and royalty removal. This counter-intuitive approach positioned Capitan Silver with a royalty-free asset and exceptionally clean capital structure—including zero warrants outstanding and recent financings completed at 30% premiums to market—precisely as silver fundamentals strengthened and capital returned to the sector.The Jesus Maria target, where 1.5 kilometers of strike length has been defined through drilling, exemplifies the project's key advantages. Mineralization outcrops at surface and extends to depth without requiring penetration through barren overburden, enabling cost-efficient reverse circulation drilling to test the upper 150-200 meters rapidly before committing to more expensive diamond drilling. The first 11 holes from the current program have already identified a new high-grade zone and delivered one of the best results in the property's history.Cruz de Plata represents an intermediate sulfidation epithermal system, a deposit type that has generated billion-dollar valuations through successful examples including Vizsla Silver's $2 billion market capitalization. At Capitan Silver's current valuation of approximately $180 million, the company trades at a significant discount to established peers, offering potential 10x+ upside if drilling validates the expanded geological model and demonstrates comparable scale and grade.The timing appears favorable on multiple fronts. Silver prices approach $50 per ounce, driven by strengthening industrial demand from solar panels and electric vehicles combined with traditional investment demand. Mexico's regulatory environment has improved measurably under the Sheinbaum administration, with permitting advancing across the sector. Strategic investor participation, including Michael Gentile since 2021, provides patient capital and validation through extensive due diligence.For investors seeking leveraged exposure to silver exploration with proven management capable of advancing discoveries toward production, Capitan Silver offers a compelling opportunity built on historical validation, modern geological understanding, and disciplined execution in a strengthening fundamental environment.View Capitan Silver's company profile: https://www.cruxinvestor.com/companies/capitan-silverSign up for Crux Investor: https://cruxinvestor.com

Edtech Insiders
Week in EdTech 10/1/25: OpenAI's Sora 2 Transforms Learning, Anthology Files for Bankruptcy, Code.org Launches, LingoKids & Outsmart Funding, and More! Feat. Sari Factor & Jason Fournier of Imagine Learning and Caleb Hicks of SchoolAI

Edtech Insiders

Play Episode Listen Later Oct 10, 2025 97:01 Transcription Available


Send us a textJoin hosts Alex Sarlin and Matt Tower as they break down the biggest headlines shaping the future of education technology. From OpenAI's new video model to major EdTech funding rounds and the rise of curriculum-informed AI.✨ Episode Highlights[00:03:56] EdTech Week 2025 preview at Columbia University featuring OpenAI's education keynote.[00:06:50] SETDA report: AI overtakes cybersecurity as top K–12 tech priority.[00:09:05] OpenAI's Sora 2 video model brings lifelike multimodal AI to education.[00:14:10] Rise of AI actors like “Tilly Norwood” underscores new media literacy concerns.[00:18:30] Code.org launches Hour of AI to expand AI literacy in schools.[00:24:40] Debate: Is “learn to code” still essential in the AI age?[00:29:30] Microsoft Copilot adds Study Mode with shareable learning tools.[00:32:00] Anthology (Blackboard) bankruptcy exposes failed 2021 PE merger.[00:38:10] Funding: LingoKids raises $120M; Outsmart (ex-Duolingo) raises $40M.[00:43:50] National test score slump fuels “End of Thinking” education debate.[00:46:10] Calls for clear new visions of learning in the AI era.Plus, special guests:[00:53:00] Sari Factor, Vice Chair & Chief Strategy Officer, and Jason Fournier, VP of Product Management for AI & Data at Imagine Learning, on curriculum-informed AI.[01:04:00] Caleb Hicks, CEO & Co-founder of SchoolAI, on AI tutors and personalized learning.

NerdWallet's MoneyFix Podcast
What Fewer Earnings Reports Could Mean for Investors and How to Teach Kids About Money (Video Episode)

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Oct 9, 2025 39:55


In this special video episode, learn what proposed stock market rule changes could mean for your portfolio and how to grow your teen's money skills. Will corporate earnings reports soon shift from quarterly to twice a year? And what could new rules about day trading mean for everyday investors? Hosts Sean Pyles and Elizabeth Ayoola team up with senior news writer Anna Helhoski and investing lead writer Sam Taube to break down how potential SEC rule changes could reshape the stock market. They explore the pros and cons of less frequent earnings reports, what research shows about long-term investing behavior, and how easing day-trading limits might open doors for some investors — while raising risks for others. They also share practical ways to interpret earnings data, stay focused on long-term goals, and avoid emotional trading. Then, Sean and Elizabeth meet with listener Essa in-person to discuss how to teach kids money skills at home. They cover options for approaching allowances and savings goals (e.g., Greenlight), building credit safely via authorized-user setups or secured cards, and turning lessons into hands-on practice with simulations and budgeting tools. Essa shares what's been working in her household so far and gets suggestions on how to introduce new money concepts to her kids. The Nerdy Investor by NerdWallet is a monthly email briefing for investors who want to stay informed about what's happening in the world of money: https://nerdwalletinvesting.substack.com/about  Get matched with a financial advisor for free using NerdWallet Advisors Match: https://nerdwalletadvisors.com/match  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: SEC rule change 2025, Trump administration stock market changes, FINRA margin requirements, quarterly earnings cycle, semiannual financial reporting, stock market volatility trends, P/E ratio meaning, price to earnings ratio formula, long-term investor behavior, day trading regulation, PDT minimum balance, $25,000 day trading rule, margin trading risks, investor protection rules, stock market research studies, dot-com crash lessons, European Union earnings rules, financial disclosure requirements, investing newsletter signup, U.S. Securities and Exchange Commission updates, FINRA proposal 2025, retail investor access, beginner investing risks, youth financial literacy, teaching kids about credit, financial education apps for students, Bite of Reality app, Next Gen Personal Finance platform, EverFi money games, Financial Times Uber game, teen debit cards, compound interest examples, high-yield savings comparison, 401k matching concept, family money discussions, allowance systems for children, and parent-daughter investing ideas. 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

Silicon Carne, un peu de picante dans la Tech
OpenAI s'attaque aux réseaux sociaux (et peut-être à la société...)

Silicon Carne, un peu de picante dans la Tech

Play Episode Listen Later Oct 9, 2025 67:20


Google, Meta et OpenAI ont tous dégainé leurs modèles vidéo : Veo 3, Vibes et Sora 2. Trois applis et un même objectif : transformer nos feeds en un flux infini d'images générées par l'IA. On va revenir sur ces lancements, parce que derrière ces modèles, c'est une nouvelle ère qui s'annonce : celle des réseaux sociaux auto-générés. On va aussi décrypter la mécanique des cameos, ces clones numériques capables de reproduire ton visage et ta voix. On parlera des prouesses créatives, mais aussi des dérives possibles. Et puis, on va se projeter : à quoi ressemble un monde où l'actualité, les émotions et même nos souvenirs seraient générés par l'intelligence artificielle ?Bref, un épisode passionnant.Les amigos, nous sommes peut-être à l'aube d'une bascule historique : celle où la réalité n'a plus besoin d'être filmée, mais générée par l'intelligence artificielle.===============================

On the record
Politică la minut #1. Sunt muncitorii străini o problemă reală pentru România?

On the record

Play Episode Listen Later Oct 9, 2025 64:31


Pe fondul protestelor anti-imigrație, a violențelor la adresa lucrătorilor străini și a accentuării mesajelor care incită la discriminare, în primul episod din podcastul Politică la minut by Recorder, Vlad și Răzvan și-au propus să răspundă concret la întrebarea „Sunt muncitorii străini o problemă reală pentru România?”Aceștia analizează temele de propagandă ale extremei drepte din România și de dincolo de granițe, demontează cele mai populare mituri despre migratorii străini și analizează motivele pentru care pare că tinerii sunt mai predispuși în a pica în plasa dezinformărilor.„Politică la minut by Recorder” e un podcast în care Răzvan Petri și Vlad Adamescu îți aduc explicații clare și accesibile despre funcționarea sistemelor politice, analizează evenimente de actualitate și dezbat fenomene care ne influențează viața de zi cu zi.Vlad Adamescu și Răzvan Petri sunt licențiați în științe politice cu First Class Honours la King's College London. Vlad are un masterat în Politici Publice Europene și Internaționale de la London School of Economics and Political Science (LSE), iar Răzvan a absolvit un masterat în Politici Publice la University College London.„Politică la minut” este o inițiativă nepartizană și apolitică, fondată în 2020, dedicată explicării actualității politice românești și europene și creșterii implicării civice a tinerilor.

Sexy Marriage Radio
In My Head #749

Sexy Marriage Radio

Play Episode Listen Later Oct 8, 2025 27:51


In this episode of Sexy Marriage Radio, Pam and I discuss a listener's email regarding premature ejaculation and the psychological factors that may contribute to it. We explore the dynamics of sexual desire, the importance of communication between partners, and strategies for retraining the nervous system to enhance intimacy. Our conversation emphasizes the need for collaboration and understanding in sexual relationships, offering practical advice for couples to navigate challenges together. Enjoy the show! On the Xtended Version … In the XTD content, we cover some specific techniques to try when PE is an issue and you want to maintain connection. Sponsors … Academy: Join the Academy and go deeper. https://smr.fm/academy The post In My Head #749 first appeared on Sexy Marriage Radio.

The Civil Engineering Podcast
Valuability in Civil Engineering for Long-Term Project Success – Ep 298

The Civil Engineering Podcast

Play Episode Listen Later Oct 8, 2025 26:26


In this episode, I talk with Sarah Beckman, PE, SMIEEE, Chief Strategy Officer at Ulteig, about valuability in civil engineering and how it transforms project delivery, talent engagement, and community impact. We explore how valuability helps engineering professionals balance client satisfaction, employee well-being, and community outcomes while navigating today's rapid technological changes and evolving infrastructure […] The post Valuability in Civil Engineering for Long-Term Project Success – Ep 298 appeared first on Engineering Management Institute.

'Y esto no es todo'
Las protestas de la Generación Z. Las elecciones en Bolivia. La reforma al amparo en México

'Y esto no es todo'

Play Episode Listen Later Oct 8, 2025 16:16


Hablamos en Lima con Omar Coronel, profesor de ciencia política de la Pontificia Universidad Católica del Perú; en La Paz con Raúl Peñaranda, director de "Brújula Digital", y en Ciudad de México con el abogado Javier Cruz Angulo

Moneda Moves
How This Founder Builds Wealth Wellness For All with Margarita Quiñones Peña, Founder, Latina Sweat Project

Moneda Moves

Play Episode Listen Later Oct 8, 2025 36:52


Welcome to an evolved era of the Moneda Moves podcast. As the environment changes around us and our communities face palpable threats to livelihoods and built wealth, we too are realigning, and you'll notice that our episodes are going to sound a little different moving forward. We are extending the definition of what capital looks like for our community.  Now on the Moneda Moves podcast, we're not just talking about assets and cash, we're talking about capital in all of its forms: financial, social, political, and cultural. We are an incredibly powerful and resilient community. There's no better time to pull all our levers of power to not just survive but continue to thrive in any economy and administration. From entrepreneurs to innovators, we are rewriting what growth looks like. One of the topics we plan to explore on Moneda Moves is how we can support our community with our capital. We as a community have access to capital in our everyday lives. Via supporting value-aligned and good businesses, grants, community funding, and more, businesses can balance accessibility and sustainability. By tapping into these resources, we can support the most vulnerable people in our community. Today, we are highlighting the  Latina Sweat Project, a Chicago-based wellness nonprofit dedicated to making yoga and holistic health accessible to underserved communities. I am also highlighting LSP as I also now sit as board co-chair, as I fully believe in their mission and how health becomes a fundamental pillar to building complete wealth. Margarita Quiñones Peña is the Founder and Executive Director of the Chicago-based nonprofit.. A first-generation Mexican immigrant, Margarita's journey crossing the U.S.-Mexico border as a child shaped her lifelong commitment to equity, healing, and representation. She is also the author of Homecoming: El Viaje a Mi Hogar, a children's book that uplifts the voices of migrant youth. Through Latina Sweat, she creates community-centered yoga classes, yoga teacher trainings, and wellness programs that empower women and families to reclaim their health, culture, and leadership.In this week's episode, Margarita and I discuss how founding the Latina Sweat Project is building holistic wellness for entire communities. By making her classes financially accessible, the most vulnerable people in Chicago neighborhoods can participate in classes ranging from yoga to strength training. The Latina Sweat Project has grown from having to operate pop-up style to finally having its own studio, which launched earlier this fall. They plan to continue providing access to wellness for underserved communities while also growing as a thriving Latina-owned business. Follow Margarita on Instagram @mquino4. Follow The Latina Sweat Project on Instagram @latinasweatproject and on their website. Follow Moneda Moves on Instagram: @MonedaMovesFollow your host Lyanne Alfaro on Instagram: @LyanneAlfaroMain podcast theme song from Premium Beat. Our music is from Epidemic Sound.Podcast production for this episode was provided by CCST, an Afro-Latina-owned boutique podcast production and copywriting studio. 

SexTok with Zibby and Tracey
S14 Ep. 9: Dildos, PE (Premature Ejaculation), and Threesomes

SexTok with Zibby and Tracey

Play Episode Listen Later Oct 8, 2025 23:50


In this episode, Tracey and Kelsey discuss these three anonymous questions:1) A simple question for you: what do people use dildos for? I get why a vibrator is appealing, but why would a couple need one?2) I'm in a new relationship with the most patient, loving man. He gives me the most fantastic oral sex, often bringing me to orgasm without a toy. But, he suffers from terrible PE and will orgasm just from giving oral sex. What can I do to help him, as I would love to be properly penetrated again? We're not young. 3) My girlfriend and I have been together two years. I'm mid 40s and she's 13 years younger than me. We're both into the idea of a threesome, but can't decide whether to have FFM or MFM. My girlfriend thinks a threesome once a month sounds like a great plan, but I'm not sure. She's suggested asking our personal trainer who is very hot and single. I think it should be an escort, which I have used in the past. Can you help with the logistics?To have Tracey and Kelsey discuss YOUR secret sex question, enter it anonymously at https://bit.ly/3C4AelUWant a copy of Tracey's book, Great Sex Starts at 50? Enter code GREATSEX on ChronicleBooks.com for 30% off! Hosted on Acast. See acast.com/privacy for more information.

The ABMP Podcast | Speaking With the Massage & Bodywork Profession
Ep 531 – DVT + PE = VTE: “I Have a Client Who . . .” Pathology Conversations with Ruth Werner

The ABMP Podcast | Speaking With the Massage & Bodywork Profession

Play Episode Listen Later Oct 7, 2025 15:06


A client was prescribed oral birth control to help manage symptoms of perimenopause. The medication caused a deep vein thrombosis (DVT), which then caused a pulmonary embolism (PE). Altogether this forms a potentially deadly phenomenon called venous thromboembolism (VTE). She survived, and she's fine. But here's the thing: her PE was just two weeks ago, and she wants to receive deep massage to her neck, back, and shoulders. Yikes, right? Or maybe not? Listen in for some key decision points about this question. Resources:  A Doctor's Note is Not Good Enough… and what is better: online self-paced continuing education course, available here. Massage & Bodywork magazine, “Helping Clients with Complex Conditions”, Jan/Feb 2023, available here.   Host Bio:                    Ruth Werner is a former massage therapist, a writer, and an NCBTMB-approved continuing education provider. She wrote A Massage Therapist's Guide to Pathology, now in its seventh edition, which is used in massage schools worldwide. Werner is also a long-time Massage & Bodywork columnist, most notably of the Pathology Perspectives column. Werner is also ABMP's partner on Pocket Pathology, a web-based app and quick reference program that puts key information for nearly 200 common pathologies at your fingertips. Werner's books are available at www.booksofdiscovery.com. And more information about her is available at www.ruthwerner.com.      About our Sponsors:   Anatomy Trains is a global leader in online anatomy education and also provides in-classroom certification programs for structural integration in the US, Canada, Australia, Europe, Japan, and China, as well as fresh-tissue cadaver dissection labs and weekend courses. The work of Anatomy Trains originated with founder Tom Myers, who mapped the human body into 13 myofascial meridians in his original book, currently in its fourth edition and translated into 12 languages. The principles of Anatomy Trains are used by osteopaths, physical therapists, bodyworkers, massage therapists, personal trainers, yoga, Pilates, Gyrotonics, and other body-minded manual therapists and movement professionals. Anatomy Trains inspires these practitioners to work with holistic anatomy in treating system-wide patterns to provide improved client outcomes in terms of structure and function.                      Website: anatomytrains.com                        Email: info@anatomytrains.com             Facebook: facebook.com/AnatomyTrains                       Instagram: www.instagram.com/anatomytrainsofficial   YouTube: https://www.youtube.com/channel/UC2g6TOEFrX4b-CigknssKHA     

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Oct 3, 2025 89:31


(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900 https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost https://x.com/Jason/status/1973461806585966655 https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai https://x.com/scaling01/status/1972650237266465214 https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis