Podcasts about Peche

Les labels de pêche durable, comment s'y retrouver ? Avec Mélanie Guisset de Melting.Green on parle de pêche durable et des labels existants. Merci pour votre écoute Tendances Première, c'est également en direct tous les jours de la semaine de 10h à 11h30 sur www.rtbf.be/lapremiere Retrouvez tous les épisodes de Tendances Première sur notre plateforme Auvio.be : https://auvio.rtbf.be/emission/11090 Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement. Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins Progressive's Jeremy McKeown for a fascinating discussion with Sean Peche, the manager of the Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008. Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital. He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future.

Things are changing in global markets. There are noticeable shifts taking place. The world's capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the manager of The Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008.  Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital.  He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future. Now, please enjoy our conversation with the maverick, Sean Peche ..Brought to you by Progressive Equity 

Things are changing in global markets. There are noticeable shifts taking place. The world's capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode today.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the manager of The Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008.  Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital.  He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future. Now, please enjoy our conversation with the maverick, Sean Peche .. Brought to you by Progressive Equity 

In a compelling keynote at the seventh BizNews Conference (BNC#7), Sean Peche, Founder and CEO of Ranmore Funds, shared his insights on the intricate nature of market cycles. He emphasized the psychological influences that drive investor behavior and the importance of understanding where we stand within these cycles. Peche presented a contrarian view, cautioning against the prevailing optimism in US markets and urging investors to consider diversification and historical patterns in their strategies. With an eye on the future, he outlined key factors that could influence market shifts and highlighted Ranmore Funds' approach to seizing opportunities across the globe. Following his keynote address, Sean Peche engaged in a dynamic Q&A session with Bronwyn Nielsen, offering sharp insights into global markets, investment strategies, and economic risks. He addressed concerns about asset valuations, inflationary pressures, and the pitfalls of passive investing. With a focus on rational decision-making and value-driven opportunities, Peche provided a compelling case for pragmatic, numbers-driven investing. His candid responses shed light on macroeconomic trends, corporate governance, and the future of wealth preservation in an uncertain world.

In this powerful episode, I'm joined by Kyle Peche, a Mineral Balancing Practitioner whose own chronic illness journey led him to uncover some of the most foundational—and often overlooked—keys to true healing. Together, we explore not only the science and soul of mineral balancing and HTMA (Hair Tissue Mineral Analysis), but also the wide range of complementary therapies that helped Kyle go from debilitating symptoms to full-spectrum wellness.We go deep into the role of minerals as the spark plugs of the body, how HTMA testing can reveal hidden patterns of dysfunction, and why so many people chasing protocols and supplements never get to the root of their issues. But we don't stop there.This conversation opens up a holistic and empowering view of healing that includes:The importance of binders and proper detoxification (and how to do it safely)The nervous system's critical role in healing, especially for those with trauma or burnoutMindset shifts that helped Kyle move from victimhood to empowered self-leadershipThe often-unspoken identity work that's necessary when you've been sick for a long timeLetting go of the constant search for “the next thing” and learning to trust your body againKyle shares not only what worked for him, but what's helping his clients recover their energy, emotional clarity, digestive health, and sense of purpose. His grounded, relatable approach to healing reminds us that we don't need more overwhelm—we need the right tools, the right mentorship, and the courage to become sovereign in our own bodies.Whether you're just starting to explore root-cause healing or you're deep in the layers of detox, regulation, and identity reclamation, this episode will resonate deeply and leave you with tangible insights to apply on your own path.Copywrite @AmandaPanacea Free 15 mins clarity callhttps://l.bttr.to/cih5BProduct Linkhttps://shopmy.us/amandapanaceaWebsiteThehealerrevolution.comFREE Wellness & Product Guide:https://l.bttr.to/EPTYv How to FEEL course:https://l.bttr.to/UYOZGMCAS and histamine intolerance guidehttps://l.bttr.to/ivR0zAre you a practitioner or coach? Get certified in Bioenergetic testing:https://bioenergetics.learnworlds.com/course/bioenergetic-training Get certified in HTMA:https://www.stillmanwellness.com/a/2147948473/QhLu4YnW (Discount AMANDA)Learn how to use and source Peptides (for non practitioners also!):https://amandapanacea--designergenes.thrivecart.com/pepsquad/ Learn to read mold labs and OAT:https://amandapanacea.krtra.com/t/4yQ7W1qjLT9c #AdrenalFatigue #anxietyrelief #bioenergetics #neuroscience #brainretraining #somatichealing #ChronicStress #hrv #functionalfreeze #AdrenalSupport #fightflightfreeze #nervoussytemregulation #nervoussystem #bloodsugar #anxiety #burnout #functionalmedicine #htma #bioenergetictesting #mcas #eczema #lyme #moldillness #gutbrainconnection #lymedisease #mastcellactivationsyndrome #tsw #topicalsteroidwithdrawal #guthealth #mineralbalancing #circadianrhythms #mastcellactivation #frequencyhealing #allergyrelief #weightloss #peptides #stressrelief #traumahealing #peptidesforweightloss #Bioenergetictesting

When high-performing professionals hit the wall with brain fog and chronic fatigue, the solution isn't another supplement. After spending hundreds of thousands on treatments and trying over 100 supplements, Kyle Peche discovered a fundamental truth: we're attacking the problem in the wrong order. In this powerful Get Yourself Optimized episode, Kyle reveals: Why mineral balancing must come before detoxification How glyphosate and aluminum secretly sabotage your cognitive function The exact protocol that took him from sleeping 14 hours/day to peak performance Why most practitioners get the sequencing wrong (and how to do it right) If you're tired of band-aid solutions and ready for lasting transformation, this episode is your roadmap. Kyle shares the systematic approach that helped him recover from 7 years of chronic illness - and now helps others do the same.

Have you ever wondered how to properly detoxify your body? Do you start with killing off parasites or do you megadose a ton of green powders?  Kyle Peche healed himself of major brain fog, food intolerances, skin rashes, chronic fatigue, anxiety, and panic attacks by learning the correct order to detox. In this episode we talk about how he uses hair tissue mineral analysis testing to assess someone's physical and psychological state, how to go about parasite cleansing, why glyphosate is an issue and what to do about it, why he thinks bile function is underrated, the difference between dumb and selective binders, practical ways to reduce exposure to electromagnetic radiation, how to detoxify microplastics, how to approach depersonalization, and lots more. Work with Kyle: https://www.jyotimineralbalancing.com My website: www.matt-blackburn.com Mitolife products: www.mitolife.co Music by Nicholas Jimenez: https://open.spotify.com/track/5uLO7Q8r8wwLRAtChMYKNs?si=X4rUrsHdQJqzSYYh7bURmw&context=spotify%3Aalbum%3A10s9uTJOw0BQiQnk1Rz09e https://music.apple.com/us/album/crystal-water-etude/1778142441?i=1778142442

UK-based Ranmore funds founder Sean Peche takes a contrarian approach to the ‘Black Swan' event threatening the South African economy, applauding the country for holding the line against US President Donald Trump. Likening Trump to former SA President Jacob Zuma, he predicts nothing but misery for Americans as a result of the US's aggressive actions - and has positioned the Ranmore portfolios to reflect this. He spoke to BizNews editor Alec Hogg

Wir begrüßen das neue Jahr mit einem Ausstellungsbesuch im Museum für angewandte Kunst in Wien, kurz MAK. Dort wird das Werk eines Mannes gefeiert, dessen Werk vor Formenreichtum und Phantasie strotzt. Wir waren vor Ort und haben uns angeschaut, ob der Brückenschlag in die Gegenwart funktioniert. Es stellt sich natürlich auch die Frage, ob das, was wir einrichtungstechnisch heute erleben, im Gegensatz zu Peche und seiner Zeit nicht wahnsinnig langweilig ist? Was meint Ihr? Wünschen wir uns ein Dagobert Peche Revival in unseren Wohnzimmern? https://www.mak.at Kontakt: redaktion@gieseundschweiger.at; Website: https://www.gieseundschweiger.at/; Redaktion: Fabienne Lubczyk, Lara Bandion; Musik: Matthias Jakisic; Sprecherin: Sarah Scherer; Grafische Gestaltung: Studio Riebenbauer Wir freuen uns sehr, dass unser Podcast Anklang findet. Danke an Singulart für das listing... https://www.singulart.com/de/blog/2024/12/03/beste-kunst-podcasts/

Nous sommes en 1762. Dans un ouvrage, qui paraît avec le plus grand succès et qui s'intitule « L'art de sentir et de juger en matière de goût », son auteur, l'abbé Seran de La Tour, écrit : « Le goût imparfait jouit de ces chefs-d'œuvre de l'art, sans en connaître le prix. Il n'est pas fait pour analyser les effets agréables qu'il éprouve ; il les éprouve, cela lui suffit. La jouissance du plaisir qu'il ressent l'intéresse beaucoup plus que sa cause. Le goût délicat jouit comme le goût grossier ; mais sa jouissance a beaucoup plus de perfection et beaucoup plus d'étendue. Il distingue, dans le même mets, ce qui est insipide et ce qui a beaucoup de goût, ce qui est amer et ce qui est doux, ce qui est fade et ce qui a du parfum ; il ferait l'histoire de sa décomposition s'il était nécessaire, tant il a de sagacité à pénétrer les mystères que l'art lui fait. » C'est à une histoire du goût à l'époque moderne que je vous convie, aujourd'hui. Notre invitée : Viktoria von Hoffmann, chargée de recherches du Fonds National de la Recherche Scientifique, à l'Université de Liège. « Goûter le monde, une histoire culturelle du goût à l'époque moderne » ; PIE Peter Lang Merci pour votre écoute Un Jour dans l'Histoire, c'est également en direct tous les jours de la semaine de 13h15 à 14h30 sur www.rtbf.be/lapremiere Retrouvez tous les épisodes d'Un Jour dans l'Histoire sur notre plateforme Auvio.be :https://auvio.rtbf.be/emission/5936 Intéressés par l'histoire ? Vous pourriez également aimer nos autres podcasts : L'Histoire Continue: https://audmns.com/kSbpELwL'heure H : https://audmns.com/YagLLiKEt sa version à écouter en famille : La Mini Heure H https://audmns.com/YagLLiKAinsi que nos séries historiques :Chili, le Pays de mes Histoires : https://audmns.com/XHbnevhD-Day : https://audmns.com/JWRdPYIJoséphine Baker : https://audmns.com/wCfhoEwLa folle histoire de l'aviation : https://audmns.com/xAWjyWCLes Jeux Olympiques, l'étonnant miroir de notre Histoire : https://audmns.com/ZEIihzZMarguerite, la Voix d'une Résistante : https://audmns.com/zFDehnENapoléon, le crépuscule de l'Aigle : https://audmns.com/DcdnIUnUn Jour dans le Sport : https://audmns.com/xXlkHMHSous le sable des Pyramides : https://audmns.com/rXfVppvN'oubliez pas de vous y abonner pour ne rien manquer.Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement.

I dette afsnit skal vi smage på Pêche fra det franske bryggeri Sacrilège. En Wild Ale der smager som en hipster med dårlig ånde der drikker citronsaft i Netto!Spørgsmålet er om det er godt eller skidt?!Afsnittet er lavet i samarbejde med Hos RuneSKÅL!!Husk at følge os på:InstagramFacebookUntappd

After identifying six flashing lights that have emerged in the past month, BizNews editor Alec Hogg is tapping into his investing “brains trust” for guidance on how to change the well performed model portfolios. The extraordinary performance of Palantir (bought for under $10, now over $60 - in a year and a half) has increased its stake in the portfolios to heavily overweight. In this interview, Ranmore's founder Sean Peche dispenses with the narratives and takes a (very) close look at the company's disclosed facts.

Maradona: Su vida en 50 podcast Episodio 2 - El cebollita LOCUCIÓN: Florencia Muscari PRODUCCIÓN: Bruno Bardoneschi , Morena Caiaro, Dante Dorigo, Tomás Escalante, Tadeo Levy, Sebastián Mongelos, Matías Peche e Iñaki Zelayeta Maradona: su vida en 50 Podcast Un recorrido por los 60 años del jugador más grande de la historia. Los logros y fracasos, sus amigos y enemigos, su familia dentro y fuera de la cancha, un ser bondadoso, carismático y con un compromiso ineludible con los más pobres. Una revisión histórica por toda una vida marcada por la gloria pero también por sus excesos, adicciones, peleas y contradicciones. La persona detrás del ídolo y el costado más humano del astro futbolístico. Producción y coordinación general: Chavo Cardano, León Botto y Magi Spinelli Producción docente: Esteban Boxler, Lucía Rodríguez Bosch, Luis Pozo, Sigfredo Gómez Tinoco. Edición y mezcla: Nico Ciancaglini Locución: Lucía Rodríguez Bosch Operadores: Sebastián Cecanti, Nicolás Cuadrado, Sheila Espinoza y Mondo Gasparotto. ___ Carga digital para TEA y DeporTEA Podcast: The A8186 Studio

Maradona: Su vida en 50 podcast Episodio 4 - La familia Maradona LOCUCIÓN: Morena Caiaro PRODUCCIÓN: Tadeo Levy, , Bruno Bardoneschi , Dante Dorigo, Tomás Escalante, Florencia Muscari, Sebastián Mongelos, Matías Peche e Iñaki Zelayeta Maradona: su vida en 50 Podcast Un recorrido por los 60 años del jugador más grande de la historia. Los logros y fracasos, sus amigos y enemigos, su familia dentro y fuera de la cancha, un ser bondadoso, carismático y con un compromiso ineludible con los más pobres. Una revisión histórica por toda una vida marcada por la gloria pero también por sus excesos, adicciones, peleas y contradicciones. La persona detrás del ídolo y el costado más humano del astro futbolístico. Producción y coordinación general: Chavo Cardano, León Botto y Magi Spinelli Producción docente: Esteban Boxler, Lucía Rodríguez Bosch, Luis Pozo, Sigfredo Gómez Tinoco. Edición y mezcla: Nico Ciancaglini Locución: Lucía Rodríguez Bosch Operadores: Sebastián Cecanti, Nicolás Cuadrado, Sheila Espinoza y Mondo Gasparotto. ___ Carga digital para TEA y DeporTEA Podcast: The A8186 Studio

In this engaging interview, Ranmore Fund Manager Sean Peche shares candid insights with Bloomberg's Merryn Somerset Webb, challenging the traditional investment narrative. Peche discusses his approach to evaluating stocks without meeting management, the pitfalls of chasing tech stories like Nvidia, and why he believes in relying on hard numbers over compelling CEO stories. He highlights Ryanair's resilient performance, Petrobras' dividend power, and the risks of paying too much for future growth. With a focus on value investing, Peche emphasizes the importance of avoiding hype and sticking to fundamentals in an unpredictable market.

At the BizNews Investment Conference BNIC#1, fund manager Sean Peche sounded the alarm on overvalued US stocks and revealed where smart investors like Warren Buffett are hedging their bets. Highlighting the excessive hype around companies like Nvidia and Apple, Peche emphasized the need to diversify into underappreciated sectors, from European banks to emerging markets. In a Q&A session, he urged caution, stressing that familiar names don't guarantee safety, and savvy investors must look beyond the US to find true value in today's market. Peche's candid insights left attendees reconsidering their portfolios and eyeing global opportunities.

Ranmore founder Sean Peche specialises in finding cheap shares, often among the neglected small and medium-sized listed companies. He pays little attention to the ‘big news' like the surprise 50 basis point rate cut from the US Fed, preferring to focus on areas where he can see opportunities to buy low and sell high. Freshly returned to his UK base from BNIC#1, Peche identifies the star of that show (Mteto Nyati) and uses the advantage of fresh eyes to compare annual results just released by Discovery and Remgro. He spoke to BizNews editor Alec Hogg.

Let's be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we're sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backstory – how a volatile market led him to put his boutique-building dream on hold His inspiring comeback story The secrets behind Sean's unique marketing playbook for differentiation.The philosophy that drives Sean's investing approach: 'numbers not narrative.'The sweet spot where numbers and narratives intersect, especially for startups. …And so much more. Grab your notebook and get ready for a masterclass on differentiation, branding, and building a boutique.  About Sean Peche: Sean holds a Bachelor of Business Science (Honours) and a Post Graduate Diploma in Accounting from the University of Cape Town and is a CFA® charterholder. Sean has more than 25 years of investment experience in global financial markets.  After qualifying as a Chartered Accountant in 1996, Sean spent two years at Old Mutual Asset Management (South Africa) as an equity analyst. In 1999, he joined Decillion Capital as one of its founding members and co-managed the successful BigRock Fund, a South African based hedge fund. In 2001, he relocated to London with Decillion Fund Management and co-managed a US/European hedge Fund. In 2003, he joined London based Orbis Investment Advisory as an equity analyst, before leaving in 2008 to establish Ranmore Fund Management Ltd.Resources mentioned in this episode: Books: The JSE Handbook, The Zulu Principle by Jim Slater, The Magic of Thinking Big by David J. Schwartz, Blue Mind by Wallace J. Nichols  Songs:  Kelly Clarkson - Stronger (What Doesn't Kill You), Kelly Clarkson - The Sun Will Rise  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Top-ranked money manager Sean Peche is revelling in the current volatile stock markets with the turbulence “throwing up innocent bystanders” - stocks that can be nabbed at bargain prices. Among his favourites is a North American beer business run by a group of financially conservative South Africans who learned their trade at much admired SA Breweries. Peche also explains that investors should be paying close attention to Warren Buffett's sale of half of Berkshire Hathaway's Apple shares, previously its biggest single investment. He spoke to BizNews editor Alec Hogg.

In a Q&A session at the BizNews London Conference, Alec Hogg and Sean Peche discussed investment strategies, focusing on the potential risks and benefits of current tech stocks and the importance of value investing. Peche emphasised the necessity of evaluating a company's intrinsic worth before investing and highlighted opportunities outside the U.S., particularly in undervalued European and emerging market stocks. He also addressed the challenges in forecasting long-term growth, the impact of geopolitical factors on investments, and the importance of avoiding speculative narratives.

At the BizNews Conference in London, Sean Peche, the founder of Ranmore, captivated the audience with humour and sharp insights. Sharing his journey from a challenging flight to profound investment strategies, he emphasised the cyclical nature of markets and the importance of recognising value traps. Highlighting opportunities beyond North America, he proposed bold ideas for revitalizing South Africa's economy through effective turnarounds and harnessing local entrepreneurial spirit. His engaging talk balanced investment wisdom with practical solutions, leaving attendees both entertained and enlightened.

Gary celebrates the music and legacy of the late Gordon Duncan, who would have been 60 this week.Playlist Gordon Duncan with Galician Jig, Blow My Chanter and the Famous Baravan from The Circular Breath The Sensational Jimi Shandrix Experience with Pitlochry High School Centenary from Foxie Laddie Scotrail Vale of Atholl.  Archie MacKenzie of Dumbarton, JF MacKenzie of Garrynahine, The Caledonian Society of London, The Easy Club, Eileen Mary Connelly, Eileen Mary Connelly, Donald MacLeod, Old Hag You Have Killed Me, Jimmy Ward and The Eavesdropper from the World Pipe Band Championships 1987 Jock Duncan with the Moss of Burreldale and Gordy Duncan Junior with Wait Your Turn Gordon Duncan with Lorient Mornings, La Grand Nuit de Port du Peche and Davy Webster's 40th from Thunderstruck. Gordon Duncan with Thunderstuck from Thunderstruck Gordon Duncan Compositions Mix Tape – Session A9 with the Sleeping Tune, Laura Cortese with The Ramnee Ceilidh, Session A9 with the Bellydancer, Brian Ó hEadhra, Bruce MacGregor & Sandy Brechin with the Fourth Floor, We Banjo Three with Pressed for Time and Trail West with Andy Renwick's Ferret Gordon Duncan with Donal Og, Wild Irishman, Rakish Paddy, Madam Bonaparte, Richard Dwyers from Just For Seumas. Find out more here about the Gordon Duncan Memorial Trust Support the Show.

Az előfizetők (de csak a Belső kör és a Közösség csomagok tulajdonosai!) már szombat hajnalban hozzájutnak legfrissebb epizódunk teljes verziójához. A kedden publikált, ingyen meghallgatható verzió tíz perccel rövidebb. 01:20 Kösz az elkapkodott jegyeket, kár, hogy el sem merünk menni. 04:06 Mennyi egy drága bukósisak? Véletlen termoszteszt. A stanley cup. 07:48 Harc a madárszarral. A vizes papírzsebkendő az államháztartást is megoldja. Nagy Márton hatása a benzin árára. Előre megmondtuk: lakossági benzinár. 11:04 A benzinár és a szavazók. It's the economy, stupid! A vágtató amerikai gazdaság. Ceausescu sorban áll. Az angolok megbánták a Brexitet. 16:16 Magyar Péter EP-lendülete. Peche vagy mázlija van Magyarnak? Magyar és a média. 20:21 Berobbanni a Momentum is tudott, csak hiányzott a gátlástalanság. 23:53 A Transzpressz a Holokauszt emléknapján. A német megszállás áldozatainak emlékművét soha nem szabad elbontani! Schmidt Mária nácizza a németeket. 29:34 Miért nem lőnek az amerikaiak iráni drónokra Ukrajna felett? Például mert a harkivi áttörést sem engedték. Netanjahunak muszáj háborúznia. 35:17 Közel-Kelet vs. Kelet-Ukrajna. A cseh miniszterelnök cikke. Az amerikaiak, akik Kínára koncentrálnának. 39:37 Alfa Romeo Milano helyett Alfa Romeo Junior. A jó user experience autón és motoron. A Piaggión beakad a hüvelykujjad a dudába. 47:46 Hagyják már Kern Andrást parkolni! A francia hős, aki ausztrál állampolgár lehet. Kern, a hetvenkedő hőscincér. See omnystudio.com/listener for privacy information.

During his Q&A session at BNC#6 in Hermanus, Sean Peche emphasised the importance of investing in growing businesses without overpaying, focusing on quality rather than deep value alone. He discussed European banks like ABN Amro and Barclays as attractive investments due to low valuations and dividends. Peche also mentioned his preference for Hong Kong-listed Chinese stocks like Alibaba and Baidu over US-listed ones due to regulatory risks. Despite political uncertainties, he remains focused on fundamentals rather than making investment decisions based on election outcomes.

In his keynote speech at BNC#6 in Hermanus, Ranmore's Sean Peche discussed the significance of AI in various industries, emphasising its role in data-driven decision-making. He highlighted how AI benefits food retailers by optimising inventory management and reducing wastage. Peche also examined AI's impact on banks, noting its role in cost reduction and improved services. Through cautionary tales of overvaluation in companies like Cisco and Sun Microsystems, he advised against speculative investing and advocated for steady growth investments.

Luego que la Plataforma Unitaria no pudiera inscribir a su candidata Corina Yoris, Luis Peche, consultor político e internacionalista, aseguró que lamentablemente es uno de los peores escenarios políticos para la oposición desde el punto de vista de la Unidad de cara a las presidenciales del 28 de julio. Explicó que ese veto parecía estar imponiéndose en las tarjetas de la oposición no importaba a quien postularan, recordando que luego surgieron nombres como Omar Barboza, coordinador de la Plataforma Unitaria, quien también fue rechazado por el sistema. Denuncian que este es un hecho político sin precedentes, ya que no había argumentos políticos que validaran lo sucedido anoche. «A 5 minutos para el cierre de la inscripción Omar Barboza denuncia en un video que la Mesa de la Unidad Democrática no pudo inscribir a ningún candidato y en paralelo aparece Manuel Rosales inscrito en la página» añadió. El internacionalista advirtió que esto abona al terreno de la desconfianza porque salen preguntas como «¿cómo se pudo inscribir él? ¿Si se tenía acceso a la tarjeta de UNT porque no se utilizó para inscribir alguno de los otros nombres?». Alertó que pareciera que los factores opositores irán a una guerra de culpas. «EE.UU. puso hasta el mes de abril como plazo para ver cambios positivos con relación al tema de las condiciones electorales. EE.UU. y la comunidad internacional deben estar pensando en qué hará con respecto a ese tema de sanciones» acotó. Peche indicó que la información que llega es que no habrá mayores cambios y el chavismo optará por generar un entorno “más favorable” para Rosales para que pueda hacer su candidatura, acceder a medios y decirle así a la comunidad internacional que están cumpliendo con «casi todos” sus requerimientos. También señaló que se esperaba que gobiernos como el de Gustavo Petro tuvieran un rol más protagónico al haber sido él inhabilitado en su momento. «La forma en que sucedió todo anoche no ayuda a la desconfianza que existe en los factores opositores, eso implosiona el ánimo con respeto a la estrategia de la unidad. De aquí a julio puede haber una negociación para sustituir a Rosales» dijo. Recalcó que ha habido mucho hermetismo sobre las condiciones de la elección y los remores apuntan a que no se permitiría la sustitución de candidatos. También te puede interesar: Plataforma Unitaria dice que se «incumple» el cronograma de presidenciales El consultor político insistió en que si se logra un acuerdo alrededor del nombre el riesgo está en que el chavismo use nuevamente la estrategia de inhabilitar. «El principal obstáculo que veo es la posición de María Corina Machado y los partidos ante una decisión que pareciera ser inconsulta. Si hay un escenario en el que Machado le levante la mano a Manuel Rosales, eso haría que este fuera inhabilitado en las siguientes horas porque es lo que sucedió con Corina Yoris y los demás nombres propuesto» informó

Tras la firma del Acuerdo Nacional sobre Principios Generales, Calendario y Ampliación de Garantías Electorales para las presidenciales 2024 en la Asamblea Nacional, Luis Peche, consultor político e internacionalista, aseguró que Jorge Rodríguez anunció que mañana va a presentar ante el CNE un cronograma electoral  que probablemente esté apegados a ese «deadline» que pide EE.UU. con relación a la postulación de María Corina Machado. Explicó que pareciera que hay un acuerdo tácito para que estas sean en el segundo semestre del año, insistiendo en que todas las propuestas ayer apuntan a un margen entre julio y octubre. «Pareciera que las presidenciales se están moviendo entre julio y agosto  porque saben que, aunque ya forma parte del segundo semestre, le da poco tiempo a la oposición para organizarse en caso que avance esta decisión de la inhabilitación de María Corina Machado» añadió. Peche alertó que lo sucedido ayer tensa más la cuerda con relación a las condiciones hacia las cuales se va a un proceso electoral en el cual, el chavismo quiere plantear ciertas condiciones favorables que le permitan la mayor ventaja posible del proceso. También te puede interesar: Sobre presidenciales: «El principal adversario del gobierno es la situación económica, no una candidatura opositora» Destacó que el día de ayer tres abogados acudieron al TSJ para solicitar que no se le llame candidata a Machado y que no se le permita estar en campaña, siendo esto parte del círculo que se va cerrando alrededor de esta. «Lo firmado ayer habla de una serie de condiciones distintas a las firmadas en Barbados te cuesta pensar que es un documento mejor firmado que lo que había previamente. También está el respeto a las decisiones de los entes como el TSJ que inhabilitó a María Corina Machado» acotó. Indicó que quien firme ese acuerdo respeta la decisión de inhabilitación y no deja espacio a la negociación. Advirtió que este documento limita mucho más la participación política. El internacionalista resaltó que hay buenos signos con respecto a la Unidad, ya que ningún factor de esta o aliado  participó ayer en esa firma del acuerdo paralelo al de Barbados de Jorge Rodríguez. «Esa toma de decisiones conjuntas nos habla de una oposición que parece estar alineada en la toma de decisiones eso incluye desde qué hacer políticamente, hasta términos organizacionales» dijo. Señaló que parece que tanto María Corina, como los factores opositores, están hablando de organizarse y formar una red de 600 mil testigos que estarán en todo el país. El analista recalcó que es imposible que no esté pasando por la mente del equipo de Machado el escenario de un sustituto. «En una encuesta de Datincorp se ve una ventaja de 41% de María Corina Machado sobre Nicolás Maduro en una elección presidencial estando todos los candidatos. Esa ventaja aumenta a 50 puntos cuando es polarizada entre Machado y Maduro» informó.

Mitad murciano y mitad libanés, Karim estudió Relaciones Internacionales y ha colaborado en UNICEF, Amnistía Internacional España y Helsinki-España. Su Trabajo de Fin de Grado está disponible en un libro: "Millennials en Relaciones Internacionales", presentado en un evento en el Congreso de los Diputados. Ha trabajado en el Parlamento Europeo, en Bruselas, a través del programa de las Becas Schuman. Actualmente es divulgador y YouTuber sobre Europa y la Unión Europa.

The performance of the Ranmore Global Equity Fund in 2022-2023, run by London-based South African portfolio manager Sean Peche, ranked in the top 1% of a basket of 3,000 European/Asian/African global equity funds categorised by Morningstar. As Sean is keen to stress: past performance in no guarantee of future performance, but its 30% return after all costs in 2023 helped ensure the Fund's position since inception in 2008 is within the top quartile of similar funds. In this interview with Alec Hogg of BizNews, Peche explains that while guessing big trends is fun, the money gets made because of a strong investment process that exposes winning stocks at a micro level.

Every day, Ranmore Fund Management's founder and chief investment officer Sean Peche uses what he learned during many years at the proverbial knee of SA's greatest money manager, the late Dr Simon Marais. Those lessons include applying a tried and tested process of uncovering value - and working hard to avoid sectoral disasters. The result has been Ranmore's consistent outperformance over the past decade and a half, catapulting its fund into the world's top 1% performers. Now comes the best possible kind of recognition from SA peer Piet Viljoen, who is entrusting his firm's $27m global value fund to Peche's management. Peche spoke to BizNews editor Alec Hogg.

Nellie melba a la pêche Nous sommes le 30 mai 1907, à Londres, à l'hôtel Carlton. Auguste Escoffier, célébrissime cuisinier français écrit : « En donnant le nom de Melba à l'une de mes innovations, j'ai voulu rendre hommage à la brillante artiste, et lui consacrer un souvenir, en reconnaissance de ses témoignages de sympathie. C'est lors de l'ouverture de l'hôtel Ritz, à Paris, que Mme Melba me fit, un jour, part de l'adoration qu'elle avait pour la Pêche Cardinal au coulis de framboise, me témoignant le désir de lui en donner la recette, ce que je fis avec le plus agréable empressement. Et c'est en écrivant cette recette que je conçus l'idée de créer la Pêche Melba ; mais il était important de conserver le caractère de cette préparation et de rechercher un élément nouveau qui, tout en ne dénaturant pas le goût de la framboise et de la pêche, en augmentât plutôt la finesse. Je trouvai que rien ne pouvait être plus parfait, que de coucher la délicate pêche sur un lit de mousse glacée à la vanille et de la recouvrir de sa robe de cardinal (le coulis de framboise). Dès cet instant, la Pêche Melba était créée, et ce fut à l'ouverture du Carlton Hôtel, à Londres, que pour la première fois elle « entra en scène ». C'et donc Nellie Melba, l'une des plus brillantes divas de son époque, adulée de Londres à New York, qui serait à l'origine du dessert qui porte son nom… Où s'arrête l'histoire avant que ne commence la légende ? Invité : Pierre Leclercq, membre du Centre de Gastronomie Historique, collaborateur scientifique de l'université de Liège et animateur du site « Le petit lancelot ». Sujets traités : Nellie Melba, Auguste Escoffier, artiste, Pêche Cardinal, cuisine, recette, pêche, Carlton Hôtel, légende Merci pour votre écoute Un Jour dans l'Histoire, c'est également en direct tous les jours de la semaine de 13h15 à 15h sur www.rtbf.be/lapremiere Retrouvez tous les épisodes d'Un Jour dans l'Histoire sur notre plateforme Auvio.be : https://auvio.rtbf.be/emission/5936 Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement.

Let's be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we're sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backstory – how a volatile market led him to put his boutique-building dream on hold His inspiring comeback story The secrets behind Sean's unique marketing playbook for differentiation.The philosophy that drives Sean's investing approach: 'numbers not narrative.'The sweet spot where numbers and narratives intersect, especially for startups. …And so much more. Grab your notebook and get ready for a masterclass on differentiation, branding, and building a boutique.  About Sean Peche: Sean holds a Bachelor of Business Science (Honours) and a Post Graduate Diploma in Accounting from the University of Cape Town and is a CFA® charter holder. Sean has more than 25 years of investment experience in global financial markets. After qualifying as a Chartered Accountant in 1996, Sean spent two years at Old Mutual Asset Management (South Africa) as an equity analyst. In 1999, he joined Decillion Capital as one of its founding members and co-managed the successful BigRock Fund, a South African-based hedge fund. In 2001, he relocated to London with Decillion Fund Management and co-managed a US/European hedge Fund. In 2003, he joined London-based Orbis Investment Advisory as an equity analyst, before leaving in 2008 to establish Ranmore Fund Management Ltd. - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

One of the mantras of this podcast is to "Own Your Health;" while conventional modalities such as surgery are very helpful for addressing trauma, optimizing one's health requires a rigorous exploration of alternative approaches. This week's guest, Kyle Peche, demonstrates the benefits of "ripping up templates" in charting one's health journey, when the tried-and-true comes up short. After resolving his own 7 year health battle with chronic fatigue, brain fog, panic attacks, and other mysterious symptoms, Kyle developed a passion for healing others and alleviating their suffering as well. A certified Mineral-Nutritional Balancing Practitioner and founder of Jyoti Mineral Balancing, he now uses what he's learned about detoxification, mineral nutrition, hair analysis, and functional medicine to help others not only recover from mysterious ailments, but also regain an ability to “thrive” in their lives. We touch on numerous topics in this podcast, including: How Kyle's 7-year journey of disenchantment with traditional allopathic healthcare modalities and frustrating trial and error with holistic / alternative practices led him to find the effective missing link between gut healing, pathogen elimination, psychological healing, and inner work. The potential impact of increased levels of glyphosate and mercury on neurodevelopmental disorders such as ADHD and autism. The benefits of living a “detoxification-friendly lifestyle” in a world where the levels of metals and toxins are higher than ever before. How meditation and breathwork practices such as kapalbhati (“breath of fire”) and anulom vilom (“alternate nostril breathing”) can help reverse blocking of detoxification caused by increased stress How the work of Dr. Paul Eck, James Nestor, Joe Dispenza, Swami Rama and others influenced Kyle's journey of healing An overview of Kyle's company Jyoti Mineral Balancing (JMB). Jyoti is Sanskrit for essence and light and shining, and symbolizes Kyle's conviction that "when we purify the body and balance it and rejuvenate it, that our essence better shines through." How JMB's combination of detoxification, hair analysis, mineral nutrition, and functional medicine might help clients manage brain fog, optimize gut health, and tap into deeper meditation and states of flow. To connect with Kyle, please visit him on Instagram and TikTok, or check out jyotimineralbalancing.com. Connect with Nikhil to learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Untether Your Life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and other projects: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠

Ranmore funds founder Sean Peche shares a financial insider's perspective of the massive scams that hit this week - with practical advice to guarantee you never get caught up in these fraudulent schemes. Peche, who has spent his career in the sector, also analyses quarterly results released this week by Wall Street's ‘Magnificent Seven' - the Big Tech stocks responsible for most of the market's gains over the past year. - Alec Hogg

Afonso Peche do IAC aponta os benefícios do Plantio Direto na Palha

Ranmore Funds founder Sean Peche is cementing his position among the top-performing 1% of global equity funds by disciplining himself to what guru Howard Marks called “second-level thinking”. In this masterclass on investing that self-helpers will appreciate at all levels of expertise, Peche shares the rational approach which has enabled him to outperform no matter what the investment trend of the moment. Hint: study the companies you want to co-own instead of being part of the crowd that attempts to guess big trends (and fails at least 50% of the time). He also points us towards some juicy out-of-fashion investment opportunities that Peche is confident will reward the patient. - Alec Hogg

 Pablo Quintero, politólogo, consultor político, asesor comunicacional y de campañas electorales, aseguró que el gobierno venezolano es «una rueda en desgaste», advirtiendo que si no hay una mejora en la economía, el gobierno va a rematar la popularidad que tiene. Explicó que el principal adversario del gobierno es la situación económica, no las candidaturas de la oposición. «El Conde es una gran incógnita, es una campaña que pareciera tener el propósito de división del voto» añadió. Quintero indicó que hay candidaturas que parecen tener la función de dividir los votos de la oposición. Destacó que en este momento todo debería girar en torno a la unidad. «Ni los mismos políticos saben que pasará con las inhabilitaciones» acotó. El politólogo resaltó que hay que motivar a la gente a votar porque sería catastrófico para todos los dirigentes opositores presentar un número en primaria que no se corresponda con los deseos de cambio. También insistió en que ha habido un esfuerzo por entender que ya las campañas evolucionaron y el elemento mediático debe ser incorporado. «La gran mayoría está teniendo campañas interesantes, César Pérez Vivas, que es muy conocido en Tik Tok, María Corina, Henrique Capriles, Prosperi, Superlano, cada quien  con su estrategia digital muy particular» dijo. Señaló que la televisión y la prensa escrita desaparecieron en Venezuela, calificándolo como un terreno hostil y asimétrico que hace que los candidatos tengan, por obligación, que meterse en las pantallas y redes sociales. El consultor recalcó que la forma de hacer política ha cambiado y la mayoría de los venezolanos entendieron que pueden ver a los políticos desde las pantallas «Todo análisis político venezolano debe estar enmarcado en dos variables, primero la desinformación y la volatilidad e incertidumbre. Este país le brinda a la ciudadanía mucha ansiedad a nivel informativo y por eso busca ver lo que pasa en política a través de redes» afirmó. Aseguró que las inhabilitaciones dependerán mucho de las negociaciones políticas, ya que el único que puede levantar una inhabilitación, siendo realista, es el gobierno. «Si no quieren levantar una inhabilitación, no lo hacen, obligando a que la coalición de partidos políticos se ajuste a un candidato habilitado, que cuente con legitimidad y que tenga votos para remar» declaró. Por su parte, Luis Peche, consultor político e internacionalista, Indicó que la campaña de la primaria está permitiendo ver pequeñas rasgos del mercadeo político bueno. Destacando que en un país tan complejo, se está permitiendo con el mercadeo oír voces distintas y propuestas distintas. «Hay dos hilos conductores en esta campaña política, el primero es el cambio político, la viabilidad del cambio político, si no haces creíble tu propuesta, tu candidatura deja de ser viable» añadió. Peche explicó que el segundo hilo es la economía, así que es innegable no tener una respuesta económica. Insistió en que las propuestas de María Corina y de Roberto Enríquez sobre economía han causado mucho revuelo «La inhabilitación no pareciera ser un tema central para el elector. Vendrá un enfrentamiento entre el voto espontáneo y las maquinarias. El 22 de octubre se sabrá el peso de las maquinarias partidistas de la oposición» acotó.

In this comprehensive and insightful conversation, Eric Anderton, host of Construction Genius, sits down with Wes Palmisano, President & CEO of Impetus, a commercial construction startup that rocketed to success. The chat unveils Wes's approach to leadership development, culture creation, and his strategic blend of in-house and external expertise to drive growth and innovation. Wes also shares his personal strategies for maintaining focus amidst the whirlwind of leading a fast-growing company.   Highlights: Building a Leadership Academy: Wes discusses how Impetus created its own Leadership Academy, empowering employees to grow into more prominent roles within the company. He highlights the value of investing in people, creating an internal ecosystem where talent can flourish, and the benefit of structured career pathways. Cultivating a Company Culture: Wes emphasizes the importance of creating a culture that mirrors the identity of the leaders. He stresses that it's not only about setting standards and values; instead, it's about nurturing those values consistently within the organization, to the point where it becomes a habit. Balancing Internal and External Expertise: Wes unpacks how his organization leans on external expertise when needed, despite their preference for in-house resources. He elaborates on how these external consultants bring fresh perspectives and ideas, highlighting the importance of careful selection and gradual integration of external partners for alignment with the company's culture. Continuous Growth and Expansion: Wes offers an inside look at the rapid growth of Impetus, from zero to $100 million in revenue in its first 36 months. He describes the company's journey, from initially focusing on commercial construction to branching out into heavy civil construction and other self-performed capabilities, always pushing for innovation and improvement. Maintaining Sanity Amidst Rapid Growth: In the midst of an aggressively growing business, Wes swears by routine to maintain his sanity. He shares his personal strategies for keeping a structured day, including exercising, minimizing decisions, and sticking to what works for him. A Taste of New Orleans: The conversation wraps up on a lighter note, with Wes recommending Peche, a local seafood restaurant in New Orleans that offers a modern, healthier take on traditional local cuisine. For a deep dive into how a successful construction business operates and navigates challenges, don't miss this conversation with Wes Palmisano on Construction Genius. Explore the journey of Impetus and find actionable insights to drive your own business success.   Links:  Website: https://buildimpetus.com, https://www.thinkrngd.com LinkedIn: https://www.linkedin.com/in/wesley-j-palmisano-317681a, https://www.linkedin.com/company/buildimpetus Restaurant Recommendation: https://www.pecherestaurant.com   Get in Touch with Eric: Interested in executive coaching? Eric offers invaluable insights and practical advice that can guide your leadership journey in the construction industry. Schedule a quick 10-minute conversation with him through the following link: 10minuteswitheric.youcanbook.me For more hands-on, practical, and effective leadership advice, be sure to get a copy of Eric's book "Construction Genius: Effective, Hands-On, Practical, Simple, No-BS Leadership, Strategy, Sales, and Marketing Advice for Construction Companies." Available on Amazon. The book provides a wealth of knowledge that every construction professional can benefit from. Don't miss out on the opportunity to elevate your leadership, strategy, sales, and marketing game in the construction sector.

Tu veux que je te raconte l'histoire du pêcheur aux encombrants ? Ok mais par contre moi, je ne raconte mes histoires qu'aux enfants qui se lavent les dents. Donc attrape ta brosse à dents, ton dentifrice, et tu frottes, jusqu'à ce que l'histoire soit terminée !

Gary brings you exclusive highlights from this year's main piping concert at Celtic Connections, held in the main auditorium of the Glasgow Royal Concert Hall. Names and Places is a full length suite composed in the late 1980s by Martin Hughes and Ian Kirkpatrick of the band, Eclipse First, and was (we reckon) the first to be conceived specifically for the combination of pipe band and folk group. The piping and drumming on the original album was provided by members of the Vale of Atholl, some of whom returned to join an all star cast in this re-working of the piece led by musical director, Lorne MacDougall. Also on the menu this week, we catch up on results from last weekend's Atholl Gathering in Perthshire, and hear a magnificent rendition of the Lament for the Viscount of Dundee by Roddy Macleod as well as a little of the background to the tune from Gary.Support the showTracks PlayedChris Gray with High Voltage (C Gray) from his album, Chris GrayLanding at Roscoff from Names and Places, Live at Celtic Connections 2023The West Wind, Isle de Groix, Grande Nuit du Port de Peche from Names and Places, Live at Celtic Connections 2023Tony McManus with The Lament for the Viscount of Dundee from Ceol MorRoddy MacLeod with The Lament for the Viscount of Dundee  available onhttps://roddymacleodbagpipes.com/piobaireachd-downloads/The Oban Inn, the Victoria Bar and the Craigdarroch Arms from Names and Places, Live at Celtic Connections 2023The Creagorry Ceilidh and the Boys and Ballivanich from Names and Places, Live at Celtic Connections 2023Support the show

Tu veux que je te raconte l'histoire des pêcheurs sur Internet ? Ok mais par contre moi, je ne raconte mes histoires qu'aux enfants qui se lavent les dents. Donc attrape ta brosse à dents, ton dentifrice, et tu frottes, jusqu'à ce que l'histoire soit terminée !

This week we're joined by Sean Peche, who you may know as a founder and portfolio manager at Ranmore Fund Management here in London, or from his popular content on LinkedIn. From either, you'll know that Sean is not afraid to share his mind through thought-provoking commentary in his signature slightly cheeky style. Sean is also passionate about value investing so it was natural for us to grab him on the pod. Sean's investment career began in South Africa in 1997 when he joined Old Mutual as an equity analyst. In 1999 he then joined Decillion Capital as one of its founding members and co-managed their successful Big Rock fund – a South African based hedge fund. In 2001 he relocated to London with Decillion to co-manage a US European hedge fund. He left them in 2003 to join Orbis Investment Advisory, before then leaving again to establish Ranmore Fund Management in 2008. In today's episode Juan and Simon Adler sat down with Sean to discuss the art of communication and building a first-class LinkedIn following, including going toe-to-toe with other thought leaders like Terry Smith, the importance of numbers before narrative, the characteristics of a value manager in today's world, recency bias in today's market and how market participants get financial concepts like diversification wrong, and the future of active and passive. NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: Send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Episode 328: Peche, a Hollywood actor & musician comes on the podcast to discuss his 3 year trading journey to date. Peche & David talk about many trading topics and examples from the past. Peche opens up about what he is working on and the lessons he has learned along the way. Social MediaPecheInstagram: pecheTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify Cobra Trading Click the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformEdgeToTrade Use coupon code FRIENDLYBEAR15 for 15% off EdgeToTrade, the financial research platform for traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Pêche et horreur cosmique, c'est le mélange détonant de Dredge qu'on découvre cette semaine avec plaisir dans ce nouvel épisode de La Belle et le Gamer! On retrouve également les routes de Road 96 avec Mile 0, le nouveau préquel qui nous a un peu laissé sur notre faim, et on se plonge, avec du retard mais un grand plaisir, dans l'univers étonnant de Stranger of Paradise, qui nous avait bien caché son jeu jusqu'à aujourd'hui! Côté actu, Asus veut faire de l'ombre au Steam Deck avec le ROG Ally, des rumeurs d'une nouvelle portable de Playstation émergent, et pour ceux qui en doutaient, un nouveau Mario est en route... Bonne écoute! La Belle et le Gamer ne serait pas là sans le soutien de sa communauté sur Patreon, et pour vous aussi nous soutenir, ça se passe par ici. Pour retrouver la communauté de La Belle et le Gamer et nous soutenir, tous les liens utiles se trouvent à l'adresse suivante, y compris l'invitation pour rejoindre notre serveur Discord, et notre chaîne Twitch: https://linktr.ee/LBELG.     

Episode 320: Eduardo & Peche join the podcast in Los Angeles to talk with David about various topics with trading.  Social MediaEduardo BriceñoTwitter: edu_tradesInstagram: edu_tradeswww.edu-trades.comPecheInstagram: peche Cobra Trading Click the link and get 33% off commissions for life as well as one month of free DAS Trader Platform

We survived Thanksgiving and are back in the studio this week with our friends from Printer's Ale Manufacturing Co.  Printer's is located in Carrollton, GA, about 50 miles west of Atlanta.  Not a bad trip for ATLiens on a weekend but far enough they don't get as much hype as some of the in town breweries.  That's too bad, because they are making some great beers and doing a lot of other cool things in Carrollton. On this visit we introduced their Woodcut Wild series of beers in Kriek, Framboise, and Peche.  After brewing, the mash for these heads to Printer's coolship but does get a little punch up with some commercial strains when going into barrels.  Oh yeah, they also brew with aged hops grown right at the brewery, and future beers will use fruit from their orchard.  Neat. We chat with Specialty Brewer Josh Watterson and owner Greg Smith about the importance of terroir in brewing, something that was previously (mostly) ignored by American brewers.  We discuss the Qatar/FIFA World Cup kerfuffle with Budweiser, mall Santas, what's in the pipeline at Printer's, and the size of Batman's mouth. Hope you enjoying this episode!  Coming up we'll be talking beer cocktails and the Beer Guys Radio Interfaith Holiday Craft Beer Extravaganza with our Jewish friends from Rainy Day Brewery drops on Dec. 17th.  Woot.  See omnystudio.com/listener for privacy information.

Charles Guirriec, fondateur de Poiscaille, était l'invité de Christophe Jakubyszyn dans Good Morning Business, ce jeudi 13 octobre. Ils sont revenus sur le développement du modèle de livraison de poissons frais sous forme d'abonnement par Poiscaille en France sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Speaking of Disney, Kane Lynch remarks that “their power and wealth is more like a nation than an entertainment company.” As you'll learn in this episode, they even have a secret police force called Global Intelligence and Threat Analysis. Previously, we explored Disney's role in exporting American capitalism around the globe. This week, Kane joins us again to discuss the corporation's efforts to recapture the whimsy and magic of Walt's legacy while reaching their corporate tentacles across the globe. We also explore the company's shady labor practices, their decisions to move jobs overseas rather than negotiating with striking animators, and their recent involvement in the culture wars with Florida's “Don't Say Gay” bill. Tune in to hear how to company went from exporting right wing capitalist ideology to being canceled by conservatives.Kane Lynch is a cartoonist and educator whose non-fiction and journalism comics and illustrations have appeared on The Nib, Slate, and Psychology Today and in the 2020 graphic novel titled Guantanamo Voices. He has a kids graphic novel coming out in 2024 titled First Steps. Follow him on Instagram and Twitter and check out his website here! Duck Blur30    ml    Shadow Ridge Gin15    ml    St. George Raspberry eau de vie15    ml    Giffard Crème de Peche de Vigne Liqueur    15    ml    Giffard Blue Curaçao 22    ml    Lemon JuiceOptional:    Egg WhiteAdd all ingredients to a shaker tin and fill with cubed ice. Shake vigorously until properly chilled and diluted. Fine strain into a chilled coupe of martini glass. Garnish with a little rubber ducky and smile. If using an egg white, add all ingredients except egg white to one half of a shaker. Add egg white to other shaker tin. Combine both tins and shake hard with ice for about 10 seconds. Strain out ice and shake hard for another 10 seconds. Fine strain into a large coupe or martini-style glass. Garnish with a little rubber ducky and smile.Huge thanks to Jesse Torres for crafting the perfect drink for this story! Support the show