Podcasts about Perfect storm

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With humanitarian needs surging and resources increasingly scarce, how does the World Food Programme decide where to cut assistance? Our guest today is Carl Skau, acting executive director of the World Food Programme. We begin by discussing how renewed fighting between the United States and Iran—and the resulting closure of the Strait of Hormuz and a key Red Sea transit corridor—is driving up food prices and worsening food insecurity around the world. Carl Skau also responds to Israeli criticism of a recent food-security report on Gaza, explains the operational challenges facing the WFP in Afghanistan and Sudan, and discusses why, on top of everything else, the organization is bracing for the possible arrival of a powerful El Niño.

Stijn Schmitz welcomes back Bob Moriarty to the show. Bob Moriarty is an author, Founder of 321 Gold, and a former Marine Fighter Pilot. Moriarty outlines a deeply concerning global landscape, arguing that recent escalations—including Ukraine's attack on Iranian vessels and Saudi Arabia's strike on the Houthis—have rapidly transformed regional conflicts into what could become World War III. He contends that Israel is the primary driver of the war against Iran, with the United States under Donald Trump co-opting the conflict, potentially under duress from compromising information. Despite the severe supply disruptions, including the effective closure of the Strait of Hormuz and attacks on Saudi refineries, oil prices have paradoxically fallen. Moriarty attributes this to widespread manipulation by governments draining strategic petroleum reserves and intervening in paper markets to suppress costs, a tactic he warns is unsustainable and risks permanently damaging storage infrastructure. He believes all the headwinds that previously kept prices low have become tailwinds, setting the stage for a sudden, explosive price spike that could devastate the global economy. On precious metals, Moriarty notes gold's resilience, referencing a forecast that it could trade between $4,000 and $6,000 this year due to currency debasement, though he emphasizes that manipulation exists across all markets. He advocates holding physical metals as insurance against chaos and sees extraordinary value in junior mining stocks, which he believes are historically undervalued relative to commodity prices. While acknowledging the high-risk nature of junior investments, he stresses that outsized gains from a few winners can offset losses. Timestamps: 00:00:00 – Introduction 00:01:29 – War Escalation and WW3 Risks 00:04:40 – Oil Price Manipulation Explained 00:10:00 – Peace Talks and Hidden Agendas 00:14:32 – Infrastructure Strikes Analysis 00:19:22 – Oil Market Headwinds to Tailwinds 00:24:00 – SPR Depletion and Risks 00:27:00 – Crack Spreads and True Prices 00:32:08 – Perfect Storm in Energy Markets 00:35:36 – Imminent Petroleum Shortages 00:38:21 – Opportunities for Oil Producers 00:42:13 – Gold Prices and Investing 00:47:53 – Precious Metals Miners Outlook 00:54:32 – Wrap Up Guest Links: Website: http://www.321gold.com Amazon: https://www.amazon.com/Robert-Moriarty/e/B01A9I4TJU?ref=sr_ntt_srch_lnk_3&qid=1599932580&sr=8-3 Bob Moriarty founded 321gold.com with his late wife, Barbara Moriarty, more than 16 years ago. They later added 321energy.com to cover oil, natural gas, gasoline, coal, solar, wind, and nuclear energy. Both sites feature articles, editorial opinions, pricing figures, and updates on both sectors' current events. Previously, Moriarty was a Marine F-4B and O-1 pilot, with more than 832 missions in Vietnam. He holds fourteen international aviation records.

Milk already feels tight across much of the U.S. That could be the setup for a perfect storm. Summer heat, warm nights, wildfire smoke and plant disruptions have pressured milk production and moved milk into unexpected places. Now, Class I bottlers are preparing for schools to reopen just as cheese plants, protein beverage manufacturers and other processors compete for the same milk solids. In this episode of The Milk Check, guest host Josh White and the Jacoby team break down what could make August, September and October especially interesting for dairy markets. We cover: How heat, smoke and limited nighttime cooling affected milk production Why school bottling demand could tighten the market further How the cybersecurity disruption temporarily increased condensed skim availability How conflict, Red Sea risk and higher freight costs are complicating dairy exports The dairy market is not moving in a straight line. But competition for milk solids is building, and the next few months could determine which product sectors get the milk they need. Listen to The Milk Check episode 103: The Perfect Storm for Milk Solids. Also available on: Amazon Music, Apple Podcasts, Spotify, and YouTube. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Transcript: [Opening commercial] Josh White: [00:00:00] Coming up on the Milk Check. Jennifer S. Kuo: The Red Sea seems to be an issue now as well. Tyler Jokerst: Yeah. Josh, if the Houthis are getting involved, when you’re looking at Yemen that’s a direct effect on the Red Sea, which is the other half of that peninsula . And then it starts to limit the only access point that you can have into the Red Sea being through the Suez Canal. Josh White: ​In absence of our fearless leader, Ted we invite our audience to join us for one of our bi-weekly commercial meetings, where our group gets together and breaks down the market based on our individual disciplines. Today’s group is a fairly large one but we have members representing our fluid team, our ultrafiltered and cream team, cheese, butterfat, milk powder, and whey, which makes up our trading group.  We’re in the dog days of summer right now, schools are out, families are traveling. There’s people out of the office not making decisions. That’s happening both in the U.S. and in Europe. Let’s touch on current market, climate, what we’re experiencing, and then what we’re paying attention to or looking out for in 30 days time. Let’s start with where we’re at on the milk side of things. Greg, both you and Jared, have experienced a little turbulence over the past week or so with some milk movements. We’re just coming out of a big heat stretch. We’re on the cusp of the South starting to refill its bottling pipelines. What are you feeling and seeing right now, Greg? Greg Scheer: We’ve had some plant closures that have pushed milk around the Mideast, the Northeast, and, around the country. We have had a week or two of that. The first heat wave, back several weeks ago, hit the cows harder than expected, and I’m wondering if maybe that’s the age of the herd is a little older that maybe it hit them a little more. Usually, you have a heat wave, the cows recover some. Normal summer, they get another heat wave, and then, it hits them a little harder the second time or third time. Seems like the first heat wave hit the cows a little harder. I think production’s down just a little bit more than we expected or earlier than maybe a normal summer. Other than plant problems that push milk around, it feels tight. We get to next month, schools start up again or are about to, and bottlers start putting milk into the bottle for schools, then it’s gonna get really tight and could be tight through September, October when maybe production comes back a little bit and the pipeline gets filled, and then it levels off demand a little bit. It feels tight other than plant closures. It’s gonna get really tight in a month. And, we’ll see where it goes. But production does seems like it was hit harder. I’m just wondering if maybe the age of the herd may have a little bit to do with it. Josh White: It was also pretty warm nights for the Midwest. It’s pretty well documented that above 70s: tough on cows; below 70s: allows them to recover nicely. I’m in Gurnee, Illinois, which is Grand Rapids [00:03:00] latitude on the Michigan side. For us to get nights above 70 is rare. And we just went through a pretty good stretch where we had a lot of them. The entire Mideast and the Midwest, we went through a solid four or five days of pretty bad smoke. At least our area was bad enough that just walking outside to get your mail, you could taste it. So I can’t imagine that helped anything. Greg Scheer: How much it hurt is hard to quantify maybe, but definitely didn’t help things. Josh White: Are we still really talking about two different countries, more or less? California, everything seems to be fine. They’re running great. They’re just pumping out milk, and then the rest of the country where it feels a little tighter? Greg Scheer: That’s the sense I get everybody I talk to. Yes. You’ve got California on an island there just filling up their plants, and everybody else in a tighter feel, all the way from the Upper Midwest, Mideast, Northeast. And then as you mentioned, I do think the pull to the Southeast will be starting fairly soon as their production slows, and by mid-August when they’re bottling for schools it’ll really get tight. Josh White: Europe is also talking about some of the same things. Heat sounds like it’s impacted France the most. Germany’s been pretty resilient. Everything I’ve read or heard is that in the recent weeks, people have taken their milk production forecast for the remainder of the year down in Europe, and by a noteworthy amount. To be clear, I think most expect European milk production for 2026 to be higher than it was in 2025, but it’s been notably higher through June. And looking ahead, for them to be taking those numbers down to modest growth means that they’re expecting year-over-year numbers to be down the second half of the year. So Europe seems to be slowing its rate of growth. Curious to what that means going into 2027. We seem to be making good milk, and we’ve got plenty of ability to process it, but the rest of the world feels like it’s starting to slow its growth rate, and maybe start to slow down as we look ahead to 2027. Class I plants looking to start filling up a bit in the next two to four weeks. Jared, what’s that mean for you and your team and your products? Jared Miklasz: Yeah, moving over to the condensed and fluid skim side, the market has become noticeably longer over the past couple weeks, and the obvious driver there was the disruption that Fairlife experienced, which affected multiple plants across the country. With those plants still operating below full capacity following that cybersecurity event, milk that would have normally went into their UF and finished protein beverages has been redirected into balancing outlets which, in turn, made condensed skim much more available, and that increased availability was real. We saw a lot more local offers as a result. As operations normalize and those plants continue to ramp up, I would expect some of that excess product to be reabsorbed, although the timing remains still uncertain. Condensed skim has been tight for much of the year. Obviously, that’s been supported by the steady Demand from both Class II and III. And the strong nonfat demand has also kept skim solids competitive. As those dryers continue to pull available skim [00:06:00] away from the condensed markets school milk will also begin here, as Greg alluded to, which should move more milk back into the bottling programs and further reduce the amount of condensed skim available for manufacturing for these Q4 months. Moving over to the UF side of things, that continues to have the strongest long-term demand story. We’ve touched on it almost every podcast, but high-protein dairy appears to have real staying power. Demand is coming from athletes, consumers focused on weight management, older adults trying to maintain muscle. And that’s even beyond the folks using the GLP-1 medications who are told to prioritize protein. That demand also extends well beyond protein shakes. It’s into yogurt, lactose-reduced products, other nutritional beverages, other applications that require greater control over protein, lactose and total solids. But the other key part of that is the cheese, as that’s an important outlet for UF. As those butterfat levels in the farm milk continue to rise, high protein UF can help rebalance that cheese vat and improve yields. The challenge is that cheese makers are competing with higher value protein beverage and yogurt for that same UF supply. More UF capacity is expected to come online, though, here later this year and into ’27, but that does not necessarily mean that the market will become over-supplied. I think the key question is whether capacity grows faster than the demand. The category obviously remains strong, although that increased competition from a wider retail perspective and potential consolidation could eventually slow growth. But so far that demand has continued to outperform expectations. That strong UF demand also tightens the broader skim market because, obviously that milk is moving into UF and no longer available for condensed skim or nonfat. But, overall improving milk production should create more opportunities, particularly in the skim market. However, that strong demand has regional processing constraints and plant reliability all play key factors here long term. Josh White: So we’re probably not gonna be moving in a straight line here, right? As production responds, we’re trying to anticipate how demand continues to grow. We definitely know it’s in vogue. It seems structural, like that we would see more of these protein-enhanced consumer products coming online that are using liquid protein, as well as the popularity of the whey products and some of the others. But over the course of the next 30, 60 days, how are you feeling like that balances out? I heard you mention that we don’t really see a lot more UF coming on until maybe later in the year. In the meantime, if I’m mapping this out correctly, particularly in the eastern half of the country, we’re already snug milk. We have a lot of capacity for cheese that has been filling. We got hit with some heat, and we’re trying to digest the impact on milk production, but we believe there’s been some already in mid-July. And Class I’s gonna start to ramp up in August, and at the moment it feels to me like we’re gonna be competing pretty heavily in all of these sectors for the available milk solids that are out there, and it’s already snug [00:09:00] before the Class I starts to pull their share. Jared Miklasz: Yeah, it feels like a perfect storm here. Everyone’s competing for those solids in the back half of this year before that additional capacity comes online to meet some of that demand. And that competition’s been playing out all summer, but I think it’ll really heat up as we get into August and September, and October, and schools start ramping up, and all, everything aligns there. So I think it’ll be very interesting to see, if any product sectors get shorted.  On the protein beverage side they have shelves to make sure they stock and keep that space at the big box stores as well. So I think they’re gonna try to get their milk, but you alluded to it, these, investments on the cheese side, they’re gonna wanna keep those plants full. Jared Miklasz: So it’s gonna be interesting to watch. Josh White: June milk production was a little bit higher than maybe most expected, 2.3% for the country, if I read it right. But most of that heat impact has been in recent weeks, right? The recent three weeks, so since July. We’re looking at a milk production number that’s dated, but we’re experiencing a milk production climate right now that seems to be a little bit tighter for a variety of reasons. But probably one of the bigger one is normal seasonal summertime heat, but may be coming on a bit earlier than expected and a bit stronger than we’re used to at this point in time. We’ve had more headwinds in July. Let’s talk cream for a second. Butter is moving counter seasonally.  Overall, the market still feels heavy, but normally this time of year we wouldn’t be moving in the direction that we are. So let’s go with where everything starts. What’s happening on the cream side of things? Jared Miklasz: Yeah, fat remains tight, which has been, somewhat surprising given the amount of milk being separated for the high-protein beverages and all the value-added skim products that we just talked about. As those markets continue to grow, obviously that generates butterfat and that has to find a home. But based on that, I, I would’ve expected more cream to be available, but instead that market has continued to absorb it. Butter is currently trading in the 155 to 160 range, well below levels that we saw last year. And at those levels, cream is much easier for the manufacturers to use in ice cream, cultured dairy, cream cheese, and other Class II applications. It reduces that risk far as finished product and carrying less value. but part of that may be the manufacturers that, you know, adding that fat back into formulations after pulling back when butter prices were much higher. Lower fat cost obviously as far as the taste and texture can improve flavor and yield across the board for a range of products. Even with the stronger milk production and continued growth in the farm level butterfat I do not expect that the cream market is suddenly gonna become long, particularly during these summer months and with the heat that’s still on the horizon and pressure on both milk and volume and components. Over time, the additional milk and fat production should help bring the market back into better balance. But right now, it’s been long. That processing capacity will remain just as important as the total volume that’s being produced. Josh White: Is Class II performance still very strong this year? Jared Miklasz: It is, yeah. They’re the ones that are soaking up the majority of that fat right now. Josh White: Do we have a sense for if we had to try to measure the whole category, and I realize there’s a lot of products that go [00:12:00] into that category, it’s pretty difficult to paint the broad brush. But do we have a sense for are people looking at current markets as an opportunity to build structural inventory, or are they just moving that much more at the shelf? Jared Miklasz: I don’t have a good answer for that one, man. Josh White: Yeah, I don’t either. It’d be curious. ‘Cause if our Class II performance, we’ve seen just domestic performance in certain products look really well year to date. Like the amount of nonfat that’s been consumed domestically, the Class II numbers suggest that things are going really well in, in those markets. I’m just curious if consumer demand is up that much for some of these because maybe pricing promotions or other things, or if there’s been some structural stock building in anticipation of needs the rest of the year. Let’s move on. Let’s talk about cheese a bit. Cheese just made a pretty decent move higher. In Europe similar things, mozzarella prices have really started to move higher in Europe. And now all of a sudden with the U.S. moving higher and European cheddar quite a bit lower than the bounce they saw on their mozzarella, we’re not maybe in quite as an advantageous price position internationally as we were before. How do we see that playing out? Jeff Daanen: You just wonder the real effect is it gonna be for a month or two when we see what happens and how much cheese is out there. But there is cheese available. If you wanted extra loads, they are there. We’re pretty heavy in cheese. The only thing that we don’t have a lot of right now is mozzarella. A lot of that had to do with the World Cup, and there’s some plants that shut down for maintenance. Like Jared said, it was kinda like the perfect storm. plants shut down. People were eating a lot of pizza because of the World Cup, a lot of house parties and stuff like that. But in about another month we’ll be out of this, and there’ll be plenty of mozzarella available. Jennifer S. Kuo: Our price is a lot higher right now than compared to Europe. especially in the Middle East, and even in Asia still, so many people delayed what they would’ve normally ordered in Q2 and going into Q3 because of all the uncertainty, the much higher fuel costs. Everybody has depleted their inventory. And despite our higher prices, we are still getting many requests now still from the Middle East. Pricing really isn’t an issue. It’s just how soon can you ship, and how soon can you guarantee that it’ll get here? So price does not seem to be the barrier right now. Everybody has used their inventory, and they all need to restock. We have the supply. They’re willing to pay a little more. Europe hasn’t really been a conversation with any of our customers. They have not really tried to push back and say, “Europe is better priced right now.” But yeah, the demand is definitely there right now, despite the jump in our market recently. Josh White: Interesting. So it feels like the international demand’s there. The customer’s de-stocked. But at least for products other than mozzarella, we feel really heavy domestically. Is that still accurate? Jennifer S. Kuo: Yeah. Yes. Yeah. But we are seeing the demand in the Middle East is not just for mozzarella right now. It is more geared towards [00:15:00] cheddar. We are getting more inquiries for cheddar than mozzarella right now, which is good for us, both white and color. Tyler Jokerst: Obvious barriers there or risk can be tied around the current situation in Iran as well. Jennifer S. Kuo: The Red Sea seems to be an issue now as well. Tyler Jokerst: Yeah. Josh, you’re dealing with updated issues if the Houthis are getting involved, when you’re looking at Yemen that’s a direct effect on the Red Sea, which is the other half of that peninsula . And then it starts to limit the only access point that you can have into the Red Sea being through the Suez Canal. So it can create a major supply chain choke point for just anybody trying to get any kind of imports into the region. Josh White: Including Europe, right? Tyler Jokerst: Yeah, because, that tends to be a route that can cut down on transit times. So you can run into situations where you might have to go around the Cape of Good Hope to get where you need to get. So it can cause a lot of complications across the board. Josh White: So, you got an international market that does demand product. They’re not well covered, but we’re constantly fighting our ability to access and supply that demand. Same story two months later. Jennifer S. Kuo: Yeah, and freight has doubled, And that did not seem to be a barrier. Tyler Jokerst: Nope. Josh White: Demand seems resilient then, huh? Tyler Jokerst: Yeah, so I guess Josh, not being too familiar on the dairy side, still learning a lot I would imagine that means the price difference there is significant enough where historically logistics has been a major barrier for U.S. product getting international. I think that clearly the opportunities continue to make themselves clearer for international growth with U.S. dairy product. Josh White: If we could wave a wand and the conflict was over tomorrow, which is not likely, I understand that, do we think that customers are going to step in heavily and demand’s gonna feel strong at that moment because they’re not getting an adequate amount of product? Or have they been purchasing to be safe all along and trying to stay ahead of their needs? Jennifer S. Kuo: I think they’ve been trying to wait it out, and they keep thinking, “Oh, okay, it’s, the war is over, the war is over,” and it keeps restarting. I don’t think they have any inventory now. They wanna know how fast can you get it here and how much. Josh White: Specifically as it relates to the Iran conflict, where are we at in terms of demand destruction? Because when we started these conversations, and I think we had Cefetra on a call probably almost two months ago now, and we asked the question: how long does this have to go on before it goes into notable demand destruction within the region because people can’t import the raw materials they need to make the products that they consume? If price isn’t, really the barrier at the moment, it still is access to the supply. I think at that point in time we talked about August sort of being, like, the magic month to where if this lasts into August, we’re gonna start to really hurt dairy consumption within the region. Jennifer S. Kuo: I think that’s still the magical question we’re trying to find the answer to. Tyler Jokerst: The war is prolonging the situation. It could’ve happened by now, but that huge variable is not really giving us a good read. Josh White: Do we think the answer is gonna be universally the same between milk [00:18:00] powders, butterfat, and cheese, or is it different for different products? Jennifer S. Kuo: The answer’s the same because it’s availability. They’re all on the same boats, right? Yeah. You don’t ship cheese separately from powder separately from butter. I think it’s all just access based. Josh White: I’ll clarify the question. It’s less about the ability to get the product and more about at what point in the timeline when you can’t get it conveniently, do you start to have demand destruction on the consumer level? Because you can’t get the cheese, which you will find its way to retail, the butterfat, which is largely an ingredient for processed cheese applications and other things, the milk powders, which serve some of the same and some different manufacturing products. All three of them overlap each other like a chain, but the cheese is closest to consumer. The butterfat is very close to consumer as an ingredient making some of these processed cheese products and other things, milk powder is going into some of that, but then also as an ingredient maybe in other applications like bakery and some consumer packaged goods. If we get into August, which of those areas is most vulnerable? Is it the consumer products because they really are bringing it in just in time, they have to make what they make they’re considered more luxury type items that, you can cut from your diet if you can’t get it versus maybe something along the lines of manufactured products that they may have more deep inventories of, and they will run out, but they might not be running out until September or beyond. At this moment I don’t get the impression talking to European colleagues, talking within our own team in the different product categories, it doesn’t feel like material demand destruction yet. It seems like we’re still finding a way to get some product in, seems like they’re still willing to pay for product, seems like some stuff’s still happening. It’s just at some moment that will come to a head, I think. And we initially expected by August it would become a real problem that meant we’re going to be missing dairy demand out of that region. And we’re knocking on the door of August. Josh White: We’ll be right back after these messages. Diego Carvallo: I’m Diego Carballo with T.C. Jacoby & Co.. T.C. Jacoby & Co. specializes in international dairy markets. For new customers that haven’t done business with Jacoby, I would tell them that we can provide them with many of the powders, dairy products that they consume, not only with the physical product, but we can also help them mitigate their risk. We know dairy. We know the main players. We know the main providers for the whole value chain. We are one of the strongest players in the U.S. market because we have contact all the way from the farmer moving the liquid milk all the way to the end users that buy the end products. I am Diego Carballo with T.C. Jacoby & Co., and we bring dairy to the world. Josh White: Let’s shift gears. Diego, let’s talk a bit about nonfat dry milk, skim milk powder, and what’s happening, globally [00:21:00] there. Yesterday, we had a firm GDT. What does that tell you? Diego Carvallo: We’ve seen the market under heavy pressure, mainly in the U.S., which was the market that was the most expensive for the past I would say six months. It seems like the U.S. market is going back into a price range where we’re competitive internationally. And that had to happen because the U.S., as we’ve mentioned before, we need to export about two out of three loads that we manufacture in the U.S. for nonfat. And we were not competitive for a long period of time. Our prices were $400 to even $1,000 per metric ton higher than European prices. And now that we finally have plenty of availability we have to find a price where exports become competitive again. And that’s what’s happened. In the past few weeks, we’ve had a few additional factors that have added pressure to prices, and that’s what Jared mentioned on plant interruptions in the U.S. And that’s definitely shifted some skim milk concentrate and some products to the drying towers. And that’s adding a lot of pressure onto prices. We’re seeing more inventory, more product availability from the manufacturers. The market is looking for other outlets, and those outlets are in the Middle East, in Asia, and other places, maybe South America, where the cost of the freight has gone up to an extent where we’re paying probably twice what we used to pay. So the exports price has to come down so that we’re competitive again. We should find some support in the current levels. We’re close to the $1.40s and the physical offers are even lower than that especially for SMP. For SMP, we’re seeing offers close to the $1.35, which is ten cents under the current futures. And I think at that level, we’re starting to be competitive even with a more expensive freight rate. I think we should find support unless we start seeing Europe trend lower and New Zealand prices also trending lower, which hasn’t happened at this point. A lot of availability around and not too many customers looking for product at this moment. Josh White: Okay, on the whey product side, it is absolutely the definition of a summer market right now. I think after two quarters of prices constantly moving up for whey proteins, and the whey market trying to rebalance so many changes over the past year. Over the course of 2025 and into early 2026, we saw a lot of large sweet whey powder producers upgrade their facilities to higher protein WPC80 or WPI. At the same time, there was the commissioning of a very large sweet whey powder facility in Texas that is offsetting the production that we’ve lost, and that’s been a bit turbulent. And that just means that we’re exchanging approved brands for both domestic [00:24:00] customers and international customers for a new brand that needs to be approved. And so we’ve seen a trading range for sweet whey powder that’s been 60 to 70 cents for quite a while. But the actual spot market has seen a lot more basis volatility. New brands trying to buy their way into business, brands that remained that have legacy or approvals for perhaps Asian clientele in a market that seems to be pretty short right now, they’re getting bigger basis premiums. So sweet whey powder has been largely range-bound, but that doesn’t really tell the story. It’s been a big shift in who has the product and where that product can go. On the protein side that story’s pretty well-documented and well-reported at the moment. It is shockingly resilient. Diego mentioned that milk proteins are realizing the benefits of this health and wellness movement. Some of the current trade relationships might be supportive of milk proteins. Aside from that, we’re just seeing more demand, people formulating to it, buying more and using more of it. Jared talked about the UF side of things and how there’s just new demand creation in a lot of different categories from beverage to, some of the other Class II products. The whey category remains just on fire. It seems to be both products. Now, we had two quarters in a row where people were terrified they couldn’t get access to supply, and they watched pricing increase by 20-plus percent. Now we get into the summer and pricing hasn’t increased over the last few weeks, and that’s making some people nervous. You’ve got a lot of people out there that are like, “Oh, it’s not gonna continuously go up. does that mean this market’s going to crash?” It’s always possible, of course. These markets don’t move one-directionally. We should expect a retracement at some moment in time. But everything I read from the consumer demand aspect of it, I don’t see any cracks in the floor. What I see is we’ve moved pricing up so rapidly that now that people are going into the summer months and maybe taking some holidays, if they come back in August and need to replenish, this thing goes right back up. If they come into August and find out that the movements on the shelf at the grocery stores have slowed as much of a price increase we’ve seen, we should look out. So I’m not in either camp right now. I guess I’m a little bit more of the belief that the consumer profile seems to be growing, seems to be willing to pay the prices that we’ve seen. And every time we start to think that the GLP-1 catalyst will end or mature, the GLP-1 drug gets cheaper, you can take it in a different form, and a larger percentage of Americans are actively using the drug. I’m also starting to see the GLP-1 aspect of the protein market get reported in Europe more. We have to remember, the U.S. market is nowhere near mature and in terms of its adoption of GLP-1 as a weight loss tool, consumers are educating themselves at a rapid level, trying to understand what the right foods are, and dairy seems to be on the right side of that discussion. Whey protein maybe being the biggest beneficiary. Milk proteins, though, certainly [00:27:00] a beneficiary. And the rest of the world still can follow. So I don’t know. I remain pretty bullish protein overall, but I think it would be irresponsible to assume that this is a one-directional market, and that it’s just gonna resume an uptrend as we get past the summer slowdown that we’re experiencing in North America and Europe. We need to be aware of what some of the potential upside shocks could be to the market as the globe enters those months where we produce the least amount of milk. We should keep our eye on a few potential shocks. Not all to the upside, some to the downside but I think we’re vulnerable to see maybe a little bit of volatility in the months to come. Let’s go through the group as sort of kind of a fun round the table. Most important discussion or impactful thing in the past week that has your attention. So Tristan, let’s start with you. Tristan Suellentrop: One of the most notable developments is the continued shift towards milk proteins. As WPC80 and WPI prices remain expensive and a little bit more difficult to source, I’ve noticed more people are evaluating MPCs as a partial replacement which is creating stronger demand across the entire high proteins category.  Kait, how about you? Kait Holzschuh: There does seem to be a lot of demand for whey permeate and lactose abroad that you just don’t see in the U.S., so I find that kinda interesting. Josh White: Yeah, good point. We didn’t touch on that, but it started with lactose, and now it’s even cascaded to whey permeate. The amount of inquiries that we’ve received in the past couple weeks across all sectors: international feed sectors, international food sectors, domestic food, and domestic feed. There’s clearly it’s clearly a tight market. Great point. Thank you. Miguel? Miguel Aragón: It might be just isolated to Mexico, but there is a glut of cheese in Mexico. When we were in the $1.40s, probably, a lot of cheese made its way down there, and it has affected the market right now. With the prices now, the hope of the customers that we talk to is that things will level off. But right now, still a lot of cheese, a lot of cheap cheese in Mexico. It affects current business right now. And the second one is demand during World Cup was not as good as expected, and this comes from the Association of Supermarkets and Convenience Stores in Mexico. So two things that really caught my eye in the last two weeks. Josh White: How do we feel the same question would be answered in the U.S.? Do we think that the World Cup impact on demand was worse than, equal to, or better than expected? Jeff Daanen: I think it was better than expected. Because when this first came out, I didn’t think that it would impact a whole lot. But when it was all said and done, it just seems like the snack part of the cheese business really took off, along with pizzas. I think there were a lot of pizzas consumed. That’s why mozzarella’s really tight, and it probably will be for at least another month or so. Josh White: Jonathan? Jonathan B. Powers: Yeah, I think probably the most impactful thing is talking about WPC [00:30:00] 34 and nonfat. Nonfat and SMP hasn’t been readily available in the Midwest, and there’s a need for that protein range in the calf milk replacer world, and we’re starting to get a lot more conversations around stockpiles for those products. As we’ve discussed, WPC 34 is kind of a dying product. There’s not a lot of people that are making it anymore, and there seems to be a lot of companies, even in the food space, that are still very reliant on it and trying to satisfy the need for it when it isn’t necessarily available. We’ve had people reach out for permeating lactose. The volume of requests has been astonishing, honestly. Josh White: Manuel? Miguel Aragón: Where I have a lot of my focus is cheese in general. It just feels like there is something brewing right now. Technically, it’s entered a uptrend right now again and it’s still choppy, right? At least on the futures board. But it feels like there’s opportunities there and yeah. So I’m just soaking up everything I can hear about cheese right now and really try to get a feeling for the market there. Besides that, nonfat is just shaving off more and more. We basically broke the support we had for a long time now, so it really feels like it’s on another leg down. Yeah, we’re gonna see how that plays out. I personally also think we’re gonna find support in the 140s. We might test a little lower than that, but at some point, it should stall and become a little more stable. Josh White: Diego, based on what you said about S&P in the 130s and then what Manuel just said about the technical support and what that looks like, that kind of aligns, right? Because I think I heard you make the comment that as we, a 140 nonfat, you can make S&P cheaper for those that don’t really pay attention to the difference. Lactose is really tight, too. Do we think that there’s a connection to why the milk sugars are tight, and all of a sudden, we are seeing pricing that’s a little bit more SMP competitive globally? Diego Carvallo: I do think that there is, yeah. We made very little SMP for the first six months of the year because it wouldn’t make any sense to export when we’re $1,000 higher than European markets. Now that we’re competitive, it does make a lot of sense to make SMP, especially when protein is very high and you can take it down with a cheap product like lactose or milk permeate. It makes sense to find demand in other markets for the SMP. So I do think that the demand for the carbohydrates has picked up now that nonfat has become competitive again. ​ Josh White: For the benefit of everyone so we’re all talking the same language, nonfat dry milk and SMP are typically universally used in applications, but they’re very different products. What we call nonfat dry milk is an unstandardized product. That specification is a minimum protein percent of 34. But today’s productivity [00:33:00] of components in our milk supply, the average unstandardized protein level in nonfat dry milk is pushing 38 or more percent at least 37 and a half in most times. Now, the rest of the world standardizes their product, and they standardize to either one of two things: 32%, which is the old Codex, 34%, which I think is a little bit more common. Or at least it’s common out of the U.S. that we would standardize to 34%. When we say why would there be a connection between lactose and milk powder, you can add lactose or milk permeate to your nonfat supply to bring the protein down to a standard level. So when we stay standardized, that’s what we mean, where they’re basically bringing it to a 34% protein, most commonly out of the U.S., and then that allows us to compete for international business. Certain markets can use either, but certainly would, prefer a higher protein content at a competitive price. So when I mention our futures are at $1.40, that’s nonfat, and our average nonfat has a higher protein. So if we’re standardizing, that means that we can add this cheaper lactose or cheaper milk permeate to the volume, and that lowers the overall price. So the whole conversation there was more or less like, “Hey, are we making SMP now, and are we competing globally for international business? ‘Cause if we are, that also tells us at least we’re closer to finding a support price, finding some type of global support level for the product.” But you’ll hear us really start to break down the difference between SMP, nonfat dry milk. But many customers can use either. I wouldn’t say most, but many Okay. I, we covered a lot. Yara, any discussions over the past week that you that you feel were most interesting? Yara Morales: It’s a lot of inventory in Mexico, and the customer was offering me nonfat dry milk instead of buying. That was the most surprise, we know that since the price is going down so bad, and they have a lot of inventory with high prices. They have a contract that they have to take it. That’s hard for them. They are losing a lot of money. And the inquires, they looking for whey permeate. They are looking for lactose and proteins. But it’s hard to get the whey permeate and the lactose like you mentioned it. But this is the inquiry we have in Mexico so far, just protein basically because otherwise it’s difficult right now. Josh White: Yeah, agreed. Okay, all, I know it was an unusual discussion. Thanks for joining us today on the Milk Check. Mike Brown: For one part of the supply chain to be successful, everyone has to be. My superpower is practical application of data and analysis. I believe firmly that Jacoby’s success is because we help our suppliers and our buyers be successful. I’m Mike Brown, and I love working for T.C. [00:36:00] Jacoby and Co. because I get to help people Make their businesses more successful. ​

Register your feedback here. Always good to hear from you!In a month full of drinking one thing or another, we finish with the most basic liquid of all. We'll cover whether water can actually save you or whether it just gets you wet; whether the depths of the ocean and all the terrors therein should be enough to make you change your vocation; why I'm not as excited about rain as I usually am this time of year; and how the water outside your habitat can sneak in and destroy both your game and your soul.Check out Hal on YouTube at https://www.youtube.com/@halhammons9705Hal Hammons serves as preacher and shepherd for the Lakewoods Drive church of Christ in Georgetown, Texas. He is the host of the Citizen of Heaven podcast. You are encouraged to seek him and the Lakewoods Drive church through Facebook and other social media. Lakewoods Drive is an autonomous group of Christians dedicated to praising God, teaching the gospel to all who will hear, training Christians in righteousness, and serving our God and one another faithfully. We believe the Bible is God's word, that Jesus died on the cross for our sins, that heaven is our home, and that we have work to do here while we wait. Regular topics of discussion and conversation include: Christians, Jesus, obedience, faith, grace, baptism, New Testament, Old Testament, authority, gospel, fellowship, justice, mercy, faithfulness, forgiveness, Twenty Pages a Week, Bible reading, heaven, hell, virtues, character, denominations, submission, service, character, COVID-19, assembly, Lord's Supper, online, social media, YouTube, Facebook.  

The Defense Department has identified two of the three US service members killed in the Middle East this weekend. Andy Burnham officially takes over as UK Prime Minister. A CNN investigation has found the government's reaction to the cyclospora outbreak has been undermined by massive budget and staffing cuts under President Donald Trump. Russia launches a barrage of missiles against Ukraine. And, tiny bottles are becoming big business for liquor brands.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

This sermon is a culmination of how God works to bring men and women to Himself. In the way of self-reliance, God sends idol-destroying storms to remind man that we are solely dependent on Him. While this is egotistical in the human eye, it is the epitome of love, safety and protection from God. The Perfect Storm. Joel 2

They say the hardest part of a journey is the first step, and that may be true. But the next hardest part is the next step. The first step onto the water for Peter must have been terrifying, but it's when he notices the wind that he begins to sink. Peter's first step of faith was strong, but we need to trust Jesus through every step of our journey. After catching Peter's fall, Jesus says to him, “You have so little faith. Why did you doubt me?”. It's not a question of the amount of our faith - it's the object of our faith that matters. What has your focus - the storms or the God of the storms? Passage: Matthew 14:30-33 Speaker: Kevin Stiles

They say the hardest part of a journey is the first step, and that may be true. But the next hardest part is the next step. The first step onto the water for Peter must have been terrifying, but it's when he notices the wind that he begins to sink. Peter's first step of faith was strong, but we need to trust Jesus through every step of our journey. After catching Peter's fall, Jesus says to him, “You have so little faith. Why did you doubt me?”. It's not a question of the amount of our faith - it's the object of our faith that matters. What has your focus - the storms or the God of the storms? Passage: Matthew 14:30-33 Speaker: Josh Edwards

They say the hardest part of a journey is the first step, and that may be true. But the next hardest part is the next step. The first step onto the water for Peter must have been terrifying, but it's when he notices the wind that he begins to sink. Peter's first step of faith was strong, but we need to trust Jesus through every step of our journey. After catching Peter's fall, Jesus says to him, “You have so little faith. Why did you doubt me?”. It's not a question of the amount of our faith - it's the object of our faith that matters. What has your focus - the storms or the God of the storms? Passage: Matthew 14:30-33 Speaker: Kevin Ozolins

David Smith explains his book “Wokicide,” arguing that “woke” (critical social justice theory rooted in critical theory and postmodernism) persists in universities and schools because education lacks quality control, not because of politics. He proposes applying ISO 9001 and HACCP-style quality assurance to K–12 and universities: validated curriculum specifications, independent expert panels, hazard analysis, audits (scheduled and targeted), corrective action, and continuous improvement. A central Workplace Improvement Notice (WIN) system would let staff and even parents file tracked complaints with guaranteed responses, replacing DEI/unconscious-bias training with “deprogramming” modules and prioritizing evidence and accountability. Smith says QA would stop unvalidated ideological drift and is affordable by redirecting existing DEI-related spending.00:00 Intro and Two-Part Talk00:58 Why Woke Persists01:30 Education Lacks QA02:10 Validation Over Ideology04:53 Defining Woke Origins06:35 From Civil Rights to Overreach07:43 Flawed Woke Reasoning10:02 How Woke Spreads11:16 Equity Outcomes and Activism13:33 Deconstruction Playbook17:50 Woke Hall of Fame21:39 Perfect Storm in Education25:42 QA Solution Framework27:41 ISO 9001 and HACCP29:42 Authority and Adoption30:55 Four Phases Implementation33:35 Validation and Hazard Analysis34:47 Audits Monitoring Corrective Action37:09 Aggressive Feedback Loops39:05 WIN Notice Explained41:41 Curriculum Content Validation43:12 Audits in K-12 Schools44:53 K-12 QA Wrap Up45:47 Universities as the Source47:29 University Validation Hurdles50:30 University Auditing Red Flags51:58 Objections and Pushback57:12 Failure Modes and Fixes59:39 Cost and Staffing Reality01:02:08 Closing Q&A and Next StepsAmazon Kindle version: Wokicide: Pest Control for Education: https://a.co/d/0d0YeApM========Slides, summaries, references, and transcripts of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1

Send a message to MeganListen in to this episode with Amanda, where she shares her story of living abroad, experiencing the death of both her parents at a young age, and learning how to trust herself.You can find her on Instagram HEREIf you have driving anxiety and you want to watch a short free video on how to drive with ease and heal your driving anxiety click here 

This week on Swimming with Allocators, Earnest and Alexa welcome Senia Rapisarda of HarbourVest, who walks through her journey from Italy and Wall Street to leading venture and growth efforts in Canada, first at BDC and now as a major LP. She explains how Canada's venture ecosystem has evolved, the creation and impact of the Venture Capital Action Plan, and why innovation capital is critical to national sovereignty. The conversation covers what makes great Canadian fund managers (curiosity, humility, team-building, and agility), how emerging managers should approach institutional LPs and avoid basic fund management mistakes, and why valuation discipline and non-greedy founders matter in down cycles. Also, Nick Cassin explains how continuation vehicles (CVs) give LPs a choice between liquidity and extended exposure to high-conviction assets when a fund's term and capital are running out. He describes how the market has broadened to more types of investors and fund sizes, and outlines the conflict-of-interest controls that make these GP-led secondaries work. Highlights from this week's conversation include: Senia's Background, Global Career, and Move to Canada (0:21) Moving to HarbourVest and Designing Canada Growth Strategy (4:00) Canada's “Perfect Storm” and Agriculture vs Geology Metaphor for Venture (5:42) What Canada Needs to Fully Capture Innovation Opportunity (8:04) How US Allocators Should Approach Canada and Diversification Benefits (11:21) Expectations of Emerging GPs and Importance of Fund Management Basics (17:59) When Continuation Vehicles Make Sense for Venture (21:39) Trends in New Money Capital and Expansion of CV Market (23:40) Managing Conflicts of Interest in GP-Led Continuation Vehicles (26:29) LP Behavior: Who Rolls vs Sells in CV Transactions (31:14) Four Filters for Durable Companies and Role of Founder Non-Greed (34:29) Longevity as an Asset Class and Implications for Pensions (37:03) Applying Longevity and Defense-Tech Themes in Manager Diligence (41:00) Innovation Capital as Part of Canada's Sovereignty and Late-Stage Capital Gaps (44:33) How Emerging Managers Should Approach HarbourVest and Build Track Record (47:12) Connecting with Senia and Parting Thoughts (51:01) HarbourVest Partners is a global private markets investment firm managing approximately $150B in assets, with a 45-year history and venture as a core part of its franchise. The firm operates as a multi-strategy, multi-manager platform — primary fund investments, secondaries, direct co-investments, and credit — across North America, Europe, and Asia. Senia Rapisarda leads HarbourVest's Canadian strategy from Toronto, deploying capital across funds and growth-stage companies and serving as a bridge between the Canadian ecosystem and HarbourVest's global LP and GP network. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. HarbourVest Partners, LLC is a registered investment adviser under the Investment Advisers Act of 1940. This material is solely for informational purposes and should not be viewed as a current or past recommendation or an offer to sell or the solicitation to buy securities or adopt any investment strategy.  The opinions expressed herein represent the current, good faith views of the author(s) at the time of publication, are not definitive investment advice, and should not be relied upon as such. This material has been developed internally and/or obtained from sources believed to be reliable; however, HarbourVest does not guarantee the accuracy, adequacy or completeness of such information. There is no assurance that any events or projections will occur, and outcomes may be significantly different than the opinions shown here.  This information, including any projections concerning financial market performance, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. The information contained herein must be kept strictly confidential and may not be reproduced or redistributed in any format without the express written approval of HarbourVest. Nothing herein should be construed as a solicitation, offer, recommendation, representation of suitability, legal advice, tax advice, or endorsement of any security or investment and should not be relied upon by you in evaluating the merits of investing in HarbourVest funds or in any other investment decision. Learn more about your ad choices. Visit megaphone.fm/adchoices

Instead of merely being content to wait for Jesus to come to him, Peter asked Jesus to give him the power to walk on water toward Jesus. Peter didn't know how it would turn out, but he trusted that Jesus could do what seemed impossible. He didn't wait for an explanation - Peter asked for an invitation: “Tell me to come to you.”. Too often, when we say “tell me,” it's “tell me all the information,” or “tell me what happens next,” but Jesus invites us to trust Him even when we don't know what's next. Where in your life do you need to stop merely waiting for Jesus to show up and take steps of faith towards Him? Passage: Matthew 14:28-29 Speaker: Kevin Stiles  

Instead of merely being content to wait for Jesus to come to him, Peter asked Jesus to give him the power to walk on water toward Jesus. Peter didn't know how it would turn out, but he trusted that Jesus could do what seemed impossible. He didn't wait for an explanation - Peter asked for an invitation: “Tell me to come to you.”. Too often, when we say “tell me,” it's “tell me all the information,” or “tell me what happens next,” but Jesus invites us to trust Him even when we don't know what's next. Where in your life do you need to stop merely waiting for Jesus to show up and take steps of faith towards Him? Passage: Matthew 14:28-29 Speaker: Bob Kadlecik

Instead of merely being content to wait for Jesus to come to him, Peter asked Jesus to give him the power to walk on water toward Jesus. Peter didn't know how it would turn out, but he trusted that Jesus could do what seemed impossible. He didn't wait for an explanation - Peter asked for an invitation: “Tell me to come to you.”. Too often, when we say “tell me,” it's “tell me all the information,” or “tell me what happens next,” but Jesus invites us to trust Him even when we don't know what's next. Where in your life do you need to stop merely waiting for Jesus to show up and take steps of faith towards Him? Passage: Matthew 14:28-29 Speaker: Kurt Goglin

Most of God's kingdom advances one ordinary day at a time, one act of obedience at a time, one quiet season of trust after another. While the world often measures our lives by visible victories, God is measuring steady growth.A chapter-a-day podcast from 2 Samuel 3. The text version may always be found and shared at tomvanderwell.com.Please subscribe, "Like," and share. Comments welcome.

Disaster Movie Draft - Ep. 403 In what is a total disaster of an episode, we channel the power of Director, Roland Emmerich to see who can put together the superior roster of Disaster Movies on another Movie Draft Speical episode! From threats of Armageddon, to Alien Invasion and Catastrophic Acts of Nature, We will find out who has the superior lineup and whose picks end up as a total disaster! I am serious, and don't call me Shirley. Tune in and don't freak out. Insta @Normies_Like_Us https://www.instagram.com/normies_like_us/ @_j__a___c___o__b_ https://www.instagram.com/_j__a___c___o__b_/ @Mike_Has_Insta https://www.instagram.com/mike_has_insta/ https://letterboxd.com/BabblingBrooksy/ https://letterboxd.com/hobbes72/ https://letterboxd.com/mikejromans/

Dr. Chikwe Ihekweazu, Executive Director, WHO Health Emergencies Programme, spent several weeks in the hot zone in eastern Congo, mobilizing the international response to the late-discovered Ebola outbreak. Establishing community trust and confidence is the single most urgent challenge across all activities. At the six-week point, the response is scaling. However, "We have to be humble." "We are nowhere yet where we want to be." There is now a high-level UN figure in eastern Congo charged with addressing the complex security challenges. The absence of advanced US technical expertise in the deliberations and response, following the US withdrawal from WHO, is "strange." "Everyone pays a price." 

THE LEGEND THAT INSPIRED CHRISTOPHER NOLAN'S THE ODYSSEY! With anticipation building for Christopher Nolan's The Odyssey, Jackie Bonsignore & Paige Kimsey experience Troy: Director's Cut (2004) for the first time watching, revisiting Wolfgang Petersen's epic retelling of the Trojan War that brings Achilles, Hector, Paris, Helen, and the legendary siege of Troy to life. From the iconic Achilles vs. Hector duel and the Trojan Horse to heartbreaking sacrifices and massive battlefield spectacle, this Troy Director's Cut reaction celebrates one of cinema's greatest historical epics. Troy: Director's Cut Reaction (Full Length Watch Along):   / thereelrejects   The best businesses aren't built in boardrooms. They're built by people who just started. Free trial at shopify.com/rejects In this Troy: Director's Cut reaction, historical movie reaction, and review, Jackie & Paige experience Wolfgang Petersen's (The Perfect Storm, Air Force One) sweeping adaptation inspired by Homer's Iliad. The film stars Brad Pitt as Achilles (Fight Club, Once Upon a Time in Hollywood), Eric Bana as Hector (Munich, Hulk), Orlando Bloom as Paris (The Lord of the Rings, Pirates of the Caribbean), Diane Kruger as Helen (Inglourious Basterds, National Treasure), Sean Bean as Odysseus (The Lord of the Rings, Game of Thrones), Brian Cox as Agamemnon (Succession, Braveheart), Peter O'Toole as King Priam (Lawrence of Arabia, The Lion in Winter), Brendan Gleeson as Menelaus (The Banshees of Inisherin, Harry Potter), and Rose Byrne as Briseis (Bridesmaids, X-Men: First Class). Featuring unforgettable moments like the opening duel with Boagrius, the storming of Troy's beaches, the breathtaking Achilles vs. Hector battle, the emotional meeting between Achilles and King Priam, Paris' fateful choices, and the legendary Trojan Horse finale, Troy: Director's Cut expands on the theatrical release with additional character moments and extended battle sequences. As excitement continues to build for Christopher Nolan's The Odyssey, Jackie & Paige revisit the mythic world that introduced audiences to many of Greek mythology's greatest heroes and helped pave the way for Odysseus' legendary journey home. Follow Jackie Bonsignore: https://www.instagram.com/jackiebonsignore/ Follow Paige Kimsey https://www.instagram.com/paige.popcorn?igsh=NTc4MTIwNjQ2YQ%3D%3DIntense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials:  Instagram: https://www.instagram.com/reelrejects/  Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  https://www.facebook.com/TheReelRejects/ INSTAGRAM:  https://www.instagram.com/reelrejects/ TWITTER:  https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  https://www.instagram.com/thegregalba/ TWITTER:  https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

Book a free consultation call with Robert Sikes to break through your keto or low carb plateau here: https://www.ketobodybuilding.com/callOne of the most well known low carb/keto advocates adding carbs back to build muscle changes the whole conversation. In episode 898 of the Savage Perspective Podcast, host Robert Sikes sits down with Maria Emmerich to break down why she added carbs back into her diet, how protein, fat, and strength training support muscle gain, and why nutrition is never one size fits all. They also dig into gluconeogenesis, metabolic health, hormones, HRT, peptides, GLP-1s, menopause, body composition, and the real cost of chasing weight loss over strength. This is a practical talk for keto, carnivore, and low carb listeners who want better results, better health, and a smarter plan. Get Keto Brick: https://www.ketobrick.com/Subscribe to the podcast: https://open.spotify.com/show/42cjJssghqD01bdWBxRYEg?si=1XYKmPXmR4eKw2O9gGCEuQChapters0:00 - What Does Maria Emmerich Eat Now?2:37 - Why Add Carbs to Carnivore for Muscle Gain?4:02 - How Much Protein, Fat, and Carbs Does She Eat?5:31 - Why Morning Strength Training Feels Like an Antidepressant6:26 - What Is Gluconeogenesis and Is It Demand-Driven?8:23 - Can You Eat Too Much Protein on Keto or Carnivore?10:24 - Are Peptides Overrated Without the Basics Dialed In?13:14 - What Hormone Panel Markers Matter Most for Women?14:45 - Why HRT Matters Even If You Feel Fine16:46 - Is Bioidentical HRT Really Unnatural?19:05 - Do Hormones Start Declining Earlier Than People Think?20:43 - Should Every Perimenopausal Woman Consider HRT?21:50 - How Often Should You Test Hormones and Is It Ever Too Late?23:05 - How Women 40+ Should Train, Eat, and Protect Bone Density24:03 - Why GLP-1s Can Backfire During Perimenopause25:13 - The Perfect Storm of Kids, Stress, and Hormone Decline27:20 - Why HRT May Be a Better Investment Than Peptides28:11 - Quick Break: What Is Keto Brick?29:00 - When Do Peptides Actually Make Sense?29:42 - Which HRT Option Is Best: Pellets, Creams, or Injections?31:56 - What Men Get Wrong About Testosterone Therapy33:12 - What Are Peptides and What Was the First One?34:48 - Which Peptides Help With Weight Loss, Gut Health, and Inflammation?35:32 - Are Peptides Safe Long Term?36:40 - Can GLP-1s Cause Anhedonia and Dopamine Problems?38:33 - How Should You Cycle Peptides the Right Way?40:47 - Should You Cycle Off GLP-1s Instead of Staying on Forever?41:26 - What's Next for GLP-4, GLP-5, and Myostatin Inhibitors?42:48 - Can Athletes Even Test for Peptides?43:27 - Do GLP-1s Cause Muscle Loss or Mostly Water Loss?45:02 - Why Peptides Should Never Replace the Fundamentals46:44 - Do GLP-1s Make It Easier to Eat More Junk Food?48:36 - Should You Focus on Performance Instead of Scale Weight?49:18 - The Dangerous High of Getting Too Lean51:03 - Why Gaining Weight Can Be the Healthier Goal52:21 - How Maria Is Mentally Navigating Weight Gain54:16 - Why Maria Emmerich Keeps Evolving Her Views55:26 - The Sardine Experiment That Spiked Arsenic56:01 - Maria Emmerich's Global Keto Retreats57:28 - Where to Find Maria and Her New Book57:46 - Hunting, Freezers, and Final Thoughts

When Jesus came walking to them on the water, the disciples recognized Him. Whether it was what He said, the sound of His voice, or His presence alone, they knew immediately that they could trust this man walking on water to them. Yet we have so many voices, thoughts, and ideas swirling in our minds all the time. How do we listen to His voice when the world around us seems like it's crashing in? How do we recognize Jesus in the storms of life? The disciples knew it was Jesus because they knew His voice, they could see Him, and they had spent time with Him, and we can know Jesus' voice by doing the same things today. Passage: Matthew 14:25-27 Speaker: Kevin Stiles

When Jesus came walking to them on the water, the disciples recognized Him. Whether it was what He said, the sound of His voice, or His presence alone, they knew immediately that they could trust this man walking on water to them. Yet we have so many voices, thoughts, and ideas swirling in our minds all the time. How do we listen to His voice when the world around us seems like it's crashing in? How do we recognize Jesus in the storms of life? The disciples knew it was Jesus because they knew His voice, they could see Him, and they had spent time with Him, and we can know Jesus' voice by doing the same things today. Passage: Matthew 14:25-27 Speaker: Bob Kadlecik

When Jesus came walking to them on the water, the disciples recognized Him. Whether it was what He said, the sound of His voice, or His presence alone, they knew immediately that they could trust this man walking on water to them. Yet we have so many voices, thoughts, and ideas swirling in our minds all the time. How do we listen to His voice when the world around us seems like it's crashing in? How do we recognize Jesus in the storms of life? The disciples knew it was Jesus because they knew His voice, they could see Him, and they had spent time with Him, and we can know Jesus' voice by doing the same things today. Passage: Matthew 14:25-27 Speaker: Kevin Stiles Montrose: Kevin Ozolins

Gabriel Custodiet and Urban Hacker of Watchman Privacy highlight the rapid expansion of technocratic control and the erosion of digital privacy, examining global trends such as mandatory operating system verification, age-gating legislation, and the increasing requirement for biometric data to access basic online services. They argue that these developments are part of a centralized effort to eliminate user sovereignty and force compliance through integrated smartphone apps and cloud-based computing. They address the physical infrastructure of this shift, noting how the AI boom and supply chain disruptions are making private hardware unaffordable for the average consumer. This transition from ownership to a subscription-based rental model allows corporations to monitor and potentially terminate access based on “thought crimes” or political dissent. They advocate for solution-oriented strategies and announce their first ever live Escape the Technocracy Workshop with Geopolitics & Empire. Escape the Technocracy Live Workshop (w/ Geopolitics & Empire)! https://escapethetechnocracy.com/product-escape-the-technocracy-live-workshop-season-2 Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics Escape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopoliticsExpat Money (FREE “Plan B” Report!) https://expatmoney.com/geopolitics PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Watchman Privacy https://watchmanprivacy.com Escape the Technocracy https://escapethetechnocracy.com/geopolitics Gabriel Custodiet on X https://x.com/WatchmanPrivacy Urban Hacker on X https://x.com/realUrbanHacker About Gabriel Custodiet & Urban Hacker Gabriel Custodiet is the creator of Watchman Privacy and Escape the Technocracy. He hosts the Watchman Privacy Podcast and writes about the primary and tertiary causes of the decline of freedom in society. Urban Hacker is a shadowy cybersecurity consultant and game developer.   *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Series Description: What do you do when you find yourself in the middle of a storm you never signed up for? A marriage that's fallen apart, another job that fell through, nights and storms that seem like they'll never end - and your kids are caught up in the middle of the crossfire. It can feel like you're in the middle of the storm, wondering if anyone sees you - if anybody cares. That may just be how the disciples felt as they found themselves without Jesus in the middle of the lake, in the middle of the night, in the middle of a storm they never wanted to be in. But that's exactly when Jesus shows up - not after the mess, but in the midst of it. And what looks like the perfect storm of disaster actually turns into the perfect storm to reveal a perfect God. Sermon Description: If you've ever felt like God just wasn't there at the worst possible time, you're not alone. The disciples were doing exactly what Jesus had told them to do, and they still ended up in the middle of a lake, alone at night in a massive storm - with no Jesus in sight. But what if God didn't forget you in the midst of your storm? What if He is using the storm to redirect our focus - to put our trust fully in Him? Because even when God feels far away, He calls us to trust Him no matter what, and we'll find that when we do trust God, He is always closer than we think. At the end of the day, Jesus is inviting us all to trust Him, saying, “Take courage. I am here!”. Passage: Matthew 14:22-27; Romans 8:35-39 Speaker: David Wyman

Series Description: What do you do when you find yourself in the middle of a storm you never signed up for? A marriage that's fallen apart, another job that fell through, nights and storms that seem like they'll never end - and your kids are caught up in the middle of the crossfire. It can feel like you're in the middle of the storm, wondering if anyone sees you - if anybody cares. That may just be how the disciples felt as they found themselves without Jesus in the middle of the lake, in the middle of the night, in the middle of a storm they never wanted to be in. But that's exactly when Jesus shows up - not after the mess, but in the midst of it. And what looks like the perfect storm of disaster actually turns into the perfect storm to reveal a perfect God. Sermon Description: If you've ever felt like God just wasn't there at the worst possible time, you're not alone. The disciples were doing exactly what Jesus had told them to do, and they still ended up in the middle of a lake, alone at night in a massive storm - with no Jesus in sight. But what if God didn't forget you in the midst of your storm? What if He is using the storm to redirect our focus - to put our trust fully in Him? Because even when God feels far away, He calls us to trust Him no matter what, and we'll find that when we do trust God, He is always closer than we think. At the end of the day, Jesus is inviting us all to trust Him, saying, “Take courage. I am here!”. Passage: Matthew 14:22-27; Romans 8:35-39 Speaker: Kevin Stiles  

Series Description: What do you do when you find yourself in the middle of a storm you never signed up for? A marriage that's fallen apart, another job that fell through, nights and storms that seem like they'll never end - and your kids are caught up in the middle of the crossfire. It can feel like you're in the middle of the storm, wondering if anyone sees you - if anybody cares. That may just be how the disciples felt as they found themselves without Jesus in the middle of the lake, in the middle of the night, in the middle of a storm they never wanted to be in. But that's exactly when Jesus shows up - not after the mess, but in the midst of it. And what looks like the perfect storm of disaster actually turns into the perfect storm to reveal a perfect God. Sermon Description: If you've ever felt like God just wasn't there at the worst possible time, you're not alone. The disciples were doing exactly what Jesus had told them to do, and they still ended up in the middle of a lake, alone at night in a massive storm - with no Jesus in sight. But what if God didn't forget you in the midst of your storm? What if He is using the storm to redirect our focus - to put our trust fully in Him? Because even when God feels far away, He calls us to trust Him no matter what, and we'll find that when we do trust God, He is always closer than we think. At the end of the day, Jesus is inviting us all to trust Him, saying, “Take courage. I am here!”. Passage: Matthew 14:22-27; Romans 8:35-39 Speaker: Kevin Ozolins

ACOFAE Podcast Presents: Atmosphere: Jessica's Choice! It's Jessica Marie's half birthday and here on ACOFAE that means that she gets to choose a piece of media to cover that maybe ACOFAE wouldn't normally cover. Her choice this year is "Atmosphere: A Love Story" by Taylor Jenkins Reid. A story about space, about women, about relationships, and about what happens when you finally accept all the parts of yourself that you've discovered along the way. Laura Marie actually chose this book out of a list of options that Jessica Marie suggested, and she has strong feelings about rule following. No, really! Rules are important in SPACE! They are there for a reason! TW / CW: homophobia, toxic sibling relationships For additional TW/CW information for your future reads, head to this site for more: https://triggerwarningdatabase.com/ Spoilers: Atmosphere by Taylor Jenkins Reid, The Perfect Storm, For All Mankind Mentions: Heated Rivalry, Project Hail Mary, Cricket with a K, Outlander, Daisy Jones and the Six, House of the Dragon, The Man in the High Castle, Stargate Atlantis, Gravity, The Expanse *Thank you for listening to us! Please subscribe and leave a 5-star review and follow us on Instagram at @ACOFAEpodcast and on our TikToks! TikTok: ACOFAELaura : Laura Marie ( https://www.tiktok.com/@acofaelaura) ACOFAEJessica : Jessica Marie (https://www.tiktok.com/@acofaejessica) Instagram: @ACOFAEpodcast https://www.instagram.com/acofaepodcast/ @ACOFAELaura https://www.instagram.com/acofaelaura/ "Jail, immediately jail."

Imagine you come home from a pick-up basketball game at your church's gym, to find your wife and two small children slaughtered in your garage. But wait! It gets worse!Now imagine after a few short days of inept, possibly corrupt, investigation and, despite the fact you have 11 witnesses swearing you were with them at the precise time the murders took place, you are arrested for the crime. Not done yet.  You are convicted twice with twoappeals vacating your previous convictions. Three times the charm you say?  Join me today as we navigate the 13-year odyssey that is the case of former Indianna State Trooper David Camm and his quest for justice. My guest is former FBI Agent and Investigator for the defense, Gary Dunn.Producer's Note: This edition of MMF is just under 2 hours in length. I hope you will take the time to follow the story to its conclusion…for David Camm.

OpenAI is facing pressure from every direction. In this episode of Hashtag Trending, host Jim Love examines reports that OpenAI may have lost as much as $38 billion in 2025, even as the company is reportedly considering aggressive pricing strategies while competitors such as Anthropic raise prices and tighten usage limits. The company is also now the target of a coordinated investigation by 42 U.S. state attorneys general following concerns over ChatGPT's "sycophancy" behaviour — a controversial tendency for AI systems to reinforce user beliefs rather than challenge potentially harmful thinking. And in a new lawsuit, a New Brunswick mother is suing OpenAI and CEO Sam Altman, alleging that ChatGPT reinforced her daughter's harmful thoughts and contributed to her emotional dependency on the chatbot. The case joins a growing list of lawsuits that could help define whether AI companies have a legal duty of care when users rely on their systems for advice, companionship and support. This episode explores three critical questions: • Can the economics of generative AI ever become sustainable? • Is this the beginning of a major regulatory crackdown on AI and social media? • What responsibilities do AI companies have when people depend on their systems during vulnerable moments? Chapters 00:00 Headlines and Setup 00:36 OpenAI Losses and Pricing 05:09 42 State Probe Begins 09:39 Global Regulation Wave 13:18 Wrongful Death Lawsuit 17:54 Duty of Care Question 19:19 Personal Reflection and Check In 21:53 Resources and Wrap 23:09 Outro and Where to Find Us Hashtag Trending is hosted by Jim Love and covers the latest developments in artificial intelligence, cybersecurity, technology policy, digital business and innovation.

Battery Metals Expert Matt Fernley explains the three reasons for nickel's perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths. 00:00 Intro 00:40 Middle East Fallout 04:17 Inflation and Demand 07:38 Nickel Market Reset 10:26 Manganese Cathodes 12:59 Oil Majors in Lithium 18:45 Graphite Reality Check 26:40 Price Floors and Policy 29:25 Rare Earths and M&A 34:42 Picking Metals Ahead 38:02 About RK Equity RK Equity: https://rkequity.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through the crucial chokepoint, setting the scene for a perfect storm of low storage injection rates, potentially higher El Niño cooling demand and slowing LNG supply growth. In this episode, we update you on the situation in the Strait and explain our view on gas.     Speakers:  Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, European Natural Gas   This podcast was recorded on June 12, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5334101-0 and https://www.jpmm.com/research/content/GPS-5331232-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

The leaders of the Luminous Procession have come to talk. As it turns out, Nehemiah's situation has been caused by a perfect storm of seemingly unconnected events. And now with the details of the entire circumstance on the table, it puts everyone in a tough position without a clear option on how to proceed. Tattoos are revealed, connections are confirmed and meditation is attempted. Join us as Nehemiah, Smalren, and Jhori try to come to terms with their predicament Music and SFX Credits: Intro - “Whispers of the Ancients” by Justin Longacre (https://www.youtube.com/channel/UCb91nye1bAWGc70VQevM5cA) “Pale Rider” Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0 “Oppressive Gloom” Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0 “Ether Vox” Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0 “Anamalie” Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0 “Private Reflection” Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0 “Bittersweet” Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0 Premium Beats Cinematic Sounds: Endless Full Mix Outro - “The Monolith Speaks” by Justin Longacre (https://www.youtube.com/channel/UCb91nye1bAWGc70VQevM5cA)

Ignorance meets lows standards! Nithya Raman surged past Spencer Pratt over the weekend, exploding accusations of election fraud in California. Sloppy bureaucracy?  Straight-up theft in broad daylight? Or.... Moronic electorate?  Meanwhile, Evil Trump walks out of his Meet the Press interview after Kristen Welker demands "evidence" on the CA rigging claims. Trump pulls a Pacino, "This whole court is out of order."  Performative outrage? Or... is the President calling out the corrupt political/media cabal in America?   R u READY FOR RAIN? https://www.youtube.com/watch?v=NWD-x3GIUFA

Whittling your diet down to five "safe" foods isn't healing your gut — it's masking a deeper imbalance that declining estrogen may be driving. Nutrition expert Cynthia Thurlow joins Angela Foster to unpack why so many women suddenly can't tolerate foods they once ate freely, and what's really happening behind the bloating, palpitations and brain fog. The conversation explores the link between estrogen loss and a leaky small intestine, the histamine-hormone "perfect storm" that can trigger hives and cramping, and why bloating during perimenopause is so often multifactorial. Cynthia also explains when bloating becomes a red flag worth investigating. You'll learn how to identify your personal food triggers without cutting entire food groups, why eating in a parasympathetic state matters, and which gut supports — from fibre and hydration to TUDCA — can help as progesterone and estrogen decline. If you've ever felt like your body suddenly turned against your favourite foods, this episode will help you understand why. KEY TAKEAWAYS Stop eliminating food groups as your default fix. Whittling your diet down to a handful of "safe" foods signals an underlying gut imbalance that needs support — not an ever-expanding exclusion list. Recognise food sensitivities as a likely leaky gut symptom. As estrogen declines it acts like failing "mortar" in the small intestinal lining, letting food particles leak into the bloodstream and provoke an immune response. Watch the histamine-estrogen "perfect storm." During high-estrogen days, loading up on high-histamine foods (leftovers, kombucha, fermented items) can trigger hives, congestion, cramping and diarrhoea — so keep histamine foods low or infrequent during those windows. Eat in a parasympathetic state. Sit at a table, remove distractions, and take four to five deep breaths before meals rather than eating standing, in the car, or on the move. Always get persistent bloating evaluated. Bloating from morning to night is different from bloating that appears after meals, and persistent symptoms should be checked because, in rare cases, they can signal something serious like ovarian cancer. QUOTES "The goal is to never get to a point where you're excluding entire classes of foods." "If we look at the small intestinal lining as like a brick and mortar system, the mortar is the estrogen." "I literally was talking to a podcast host and I broke out in hives head to toe because I was high estrogen, high histamine stress. And it was like the perfect storm." "It's not really that you need to cut out all these food groups. We just have a nuanced conversation. Don't go overboard with any one food." "I've just seen too many people blow off symptoms for a year or two that end up being bigger issues than they would have been had they been addressed up front." VALUABLE RESOURCES • Take the BioSyncing Quiz to help you understand what's actually happening in your body — and how to fix it.

Florida produced 242 million boxes of oranges in 2003. This year, the USDA is forecasting 12 million... a decline of more than 95% in less than a generation. Jacob sits down with journalist Alexander Sammon, who wrote a definitive autopsy of the Florida orange industry, to understand how disease, globalization, and real estate swallowed one of America's most iconic crops. Scratch the surface of orange juice, and you find geopolitics, government mandates, and the full sweep of 20th century American economic history.Alex's article below!--Timestamps:(00:00) - Welcome and Schedule Update(00:26) - Meet Alex Salmon(01:18) - Orange Juice Meets Geopolitics(02:48) - Florida Orange Collapse(04:27) - Disease and Perfect Storm(06:0) -6 Can Science Save Citrus(10:37) - Farmers Pivot to Real Estate(14:28) - Nostalgia for Old Florida(16:58) - Brazil Takes the Baton(24:25) - Oranges Through History(26:50) - Canonizing a Classic(27:39) - Oranges Arrive in Florida(28:52) - Railroads and Early Boom(30:02) - War Creates Orange Juice(30:35) - Geopolitics in Your Glass(34:02) - Advertising Makes a Staple(35:49) - Greening and Structural Cracks(37:26) - Globalization Hollowing Out(39:23) - Wall Street Consolidation(42:54) - Juice Backlash and Millennials(45:16) - Future of Oranges Worldwide(49:51) - Next Project and Farewell--Referenced in the Show:Who Killed the Florida Orange? - https://slate.com/business/2026/04/florida-state-orange-food-houses-real-estate.html--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

The start of another dynasty? NBA Finals discussion with Cedric Golden of the Austin American Statesman.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hugh Douglas and Joe Giglio reflect on the end of A.J. Brown's tenure with the Philadelphia Eagles following his trade to the New England Patriots. They revisit archival clips and address rumors regarding a rift between Brown and Jalen Hurts. They conclude that a "perfect storm" of changing team dynamics and personal goals ultimately made the move inevitable. 01:24 - Remembering Brown's Legacy 05:16 - Iconic WIP Interview Rewind 12:17 - Caller Rumors and Speculation 20:41 - Explaining the Perfect Storm

Joe and Hugh explore the complex legacy of AJ Brown following his official trade to the New England Patriots on the Midday Show. They discuss the tension between Brown and Jalen Hurts, the reveal of a Patriots rug in his home, and DeVonta Smith's future as the primary target. The discussion also covers the Myles Garrett trade and reports from Eagles practice. 01:51 - AJ Brown Traded to Patriots 10:14 - Bittersweet Emotions on Departure 14:30 - Success vs Ending Defined 19:49 - Fans React to Trade 28:30 - Truth Behind the Fallout 33:45 - Brown's Complicated Team Balance 45:15 - Perfect Storm of Trade 52:35 - Relationship with Jalen Hurts 59:15 - The Patriots Rug Reveal 01:17:10 - Myles Garrett to the Rams 01:28:00 - Mental Focus and Distractions 01:43:40 - AJ vs DeVonta Debate 01:51:45 - Loyalty to the Laundry 02:01:30 - Why Philly is Home 02:11:30 - Jalen Hurts' Uncoachable Reports 02:22:50 - DeVonta's All-Time Record Chase 02:31:15 - AJ on Super Bowl Mistakes 02:42:00 - Receiver Locker Room Drama 02:52:30 - Mike Vrabel's New Addition 03:03:45 - Eagles OTA Practice Report

On this edition of 32 Thoughts, Kyle Bukauskas and Elliotte Friedman pay tribute to Claude Lemieux following his sudden passing.  The guys unpack the surgical play of the Carolina Hurricanes as they push the Montreal Canadiens to the brink of elimination (5:00). They talk about a league memo regarding trades between now and the lead up to free agency (25:00). Kyle and Elliotte look ahead to the NHL Draft Combine in Buffalo (32:16). They also talk about where things stand between the Vancouver Canucks and Manny Malhotra (34:16) plus Jay Woodcroft and the Toronto Maple Leafs (35:52). The Final Thought focuses on the Bruce Cassidy saga in Vegas as things start to play out publicly (39:44 ).  Kyle and Elliotte answer your questions and comments in the Thought Line (45:32). Today we highlight MIINA and her track Archetypal Life. Check out her music here. Listen to all the 32 Thoughts music here. Email the podcast at 32thoughts@sportsnet.ca or call the Thought Line at 1-833-311-3232 and leave us a voicemail. This podcast was produced and mixed by Dominic Sramaty and hosted by Elliotte Friedman & Kyle Bukauskas. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates

Welcome back to When Words Fail, Music Speaks, the podcast that explores how melodies can lift us out of life's darkest moments. I'm your host, James Cox, a musician who's learned firsthand that a good song can be the lifeline we all need when depression strikes.In today's episode we sit down with the indie trio Perfect Storm—Ethan, Maddie, and James (yes, another James!)—the “perfect storm” of contrasting influences that fuse classic rock, progressive metal, and 60‑s psychedelia into a sound that's both raw and heartfelt. We dig into:Their back‑story – how a casual jam in 2020‑21 blossomed into a debut album, Voyage, and why the name Perfect Storm is an oxymoron that reflects their blended personalities.The business side of music – treating the band like any other product, juggling day jobs, staying clear of politics, and keeping the creative hustle sustainable.Creative chemistry – the push‑and‑pull of ideas, the role of arguments in shaping songs, and how each member contributes unique “wild ideas” that keep the music evolving.Songcraft secrets – why most tracks start with a riff first, the rare moments they write lyrics before music, and the impact of last‑minute changes.Live‑performance dynamics – translating studio sound to the stage, why they favor high‑energy setlists, and the potential of adding a bass player without breaking their tight chemistry.Personal reflections – the band's dedication to staying grounded, their everyday lives (working 40‑hour weeks, family, grocery trips), and the deep brother‑like bond that keeps them moving forward.Stick around for a quick lightning round where the trio reveals who's the perfectionist, who pulls all‑night studio sessions, and the single word they'd use to describe their chemistry.If you're looking for inspiration, honesty, and a fresh take on independent music‑making, this conversation is exactly what you need. Grab your headphones, press play, and let Perfect Storm's story remind you that when words fall short, music always has something to say.

Ian Wagner speaks with Tudor Gold President and CEO Joe Ovsenek about the company's summer drill program at Treaty Creek in British Columbia's Golden Triangle. Ovsenek outlines plans to drill 15,000 to 20,000 meters, with early focus on the CBS and Perfect Storm zones as Tudor looks to define another resource beyond the large Gold Storm deposit. He also discusses the pending underground exploration permit, a summer PEA targeting 200,000 to 300,000 ounces of annual gold production, Seabridge discussions, and efforts to consolidate full project ownership. 

In this powerful episode, Dr. Tony Ebel sits down with attorney Aaron Siri — author of the bestselling book Vaccines, Amen and founder of the largest non-pharma vaccine legal practice in the world — for one of the most important conversations in the history of the Experience Miracles podcast. Aaron has spent over a decade litigating vaccine injury cases, deposing the world's leading vaccinologists, and forcing federal agencies to produce documents through FOIA requests that the public was never meant to see. Together, they walk through the shocking truth about how childhood vaccines were actually licensed, what the long-term health data really shows, the undeniable connection between birth trauma and vaccine injury, and what parents can do right now to protect their children. This is not a controversial conversation — it's a scientific and legal one, and the facts speak for themselves.-----Links & ResourcesBuy Vaccines Amen: https://aaronsiriofficial.com/Siri & Glimstad Law Firm: https://www.sirillp.com/Instagram: @aaronsirisgX: https://x.com/aaronsirisg-----Key Topics & Timestamps0:00 The Bombshell Opening: No Placebo Controls on Any Routine Childhood Vaccine 5:00  Why Aaron Siri's Work Is Science AND Law — You Can't Separate Them 8:00 When AI Tried to Shut Down the Science Conversation 15:00 How Aaron's Firm First Discovered the Truth About Vaccine Licensing Trials 17:00 Live on the FDA Website: The Hep B Vaccine Was Licensed on 147 Kids Monitored for 5 Days 25:00 Deposing Dr. Stanley Plotkin — The Man Who Didn't Remember His Own Trial 33:00 The 1986 Vaccine Injury Act: The Law That Changed Everything 43:00 The Neurological Cascade: GBS, Encephalitis, and What a Baby's Scream Can Mean 48:00 The Hidden Trigger Nobody Talks About: Birth Trauma and the Perfect Storm 58:00 Why Aaron Wrote Vaccines, Amen and What Parents Can Do Right Now-- Follow us on Socials: Instagram: @pxdocsFacebook: Dr. Tony Ebel & The PX Docs NetworkYoutube: The PX DocsFor more information, visit PXDocs.com to read informative articles about the power of Neurologically-Focused Chiropractic Care.Find a PX Doc Office near me: PX DOCS DirectoryTo watch Dr. Tony's 30 min Perfect Storm Webinar: Click Here

Episode Highlights With Dr. Tony EbelThe perfect storm of what is affecting our kidsWe are our own primary healthcare provider, and that of our children His background work in genetics and how it led to his current workWhere he starts with the top triggers in addressing these conditions in kidsNervous system, gut, and other important triggers, especially in childrenThe link he discovered between birth interventions and neurological issues in kidsDiving really deep into nervous system health and healing, especially for kidsWhat's the perfect storm for these conditions for kids: emotional stress.How to help resolve issues from birth interventionsVagus nerve- and how this cranial nerve is so vital for nervous system healthWays to support the vagus nerve through movement, breath, and lifestyle The most potent and important vagus nerve stimulator for most people The endocrine system is very intimately connected to the nervous system and why neurological adjustments can be beneficialNumber one thing the nervous system is sensitive to: emotionsResources MentionedThe Experience Miracles Podcast - The Wellness World Says “Do More”… The Nervous System Says “Do Less” w/ The Wellness MamaTony's website pxdocs and his InstagramHis resources on vagus nerve Dr. Tony Ebel & The PX Docs Network on FacebookJust Thrive:Just Thrive Health has been one of my longtime favorite brands for gut health and they have an amazing Daily Gut Detox. Your immune system, gut barrier, and digestion get the support they need to stay strong and healthy. You can find this and their probiotics at justthrivehealth.com/wellnessmama or use code wellnessmama for 20% off your order. HiyaHiya created a super powered chewable vitamin for kids that packs twelve organic fruits and vegetables plus fifteen essential vitamins and minerals into every dose. Try it at hiyahealth.com/wellnessmama for 50% off your first order.

Today's guest sees the U.S. financial markets entering the final stage of a multi-decade topping process and the early innings of a 15–20-year regime shift driven by demographics, populism, deglobalization, and rising structural inflation.He believes we are on the cusp of a “lost decade-plus” in nominal equity returns and meaningful real losses if investors keep using  the old 40-year “buy-the-dip, stay long growth” playbook.How can we position ourselves to sidestep the worst of that, and perhaps even prosper in the years ahead?Well, let's ask the man himself.We're very fortunate to welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Cem thinks a perfect storm of troubles is brewing as the national pendulum swings away from supply-side economics and into populism.Follow Cem at https://www.kaivolatility.com/ or at https://kaiwealth.com/Or on X at @jam_croissantWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #populism #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

In episode 2062, Jack and Miles are joined by award-winning tv writer, comedian, creator of Gone Native, and author of We've Been Here the Whole Time!: A Not So Sacred Guide to All Things Native America, Joey Clift, to discuss… Give It Away Give It Away Give It Away Give It Away Now, Everyone Is Suddenly Remembering That Elon Musk Canceled “Ebola Prevention”, Robot’s Moonwalk Fail Goes Viral, Who Put Travis Scott In A Music Festival Comedy? And more! Blanche: "I don't understand what 'Epstein investigation' means. As for Jeffrey Epstein himself? Yes, he's dead." BLANCHE: Anybody in this country is eligible to apply if they believe they are a victim of weaponization VAN HOLLEN: An individual who was pardoned by Trump went on to molest 2 children... Can you commit to not making that person eligible for a payout? BLANCHE: You're obviously lying Epstein files? ‘Perfect Storm’: How Trump’s Aid Cuts Are Fueling the Ebola Outbreak Here is Elon Musk bragging about how he "accidentally" canceled all Ebola prevention efforts Clip of Elon Musk admitting DOGE cancelled Ebola aid funding goes viral as cases surge Musk says DOGE ‘restored’ Ebola prevention effort. Officials say that’s not true. Trump Self Dealing Is Kind of Insane Robot’s Moonwalk Fail Goes Viral Watch the moment a dancing robot collapses mid-performance - before its body is dragged off stage Travis Scott Praises Owen Wilson’s ‘Superhero, Super Father S–t’ in ‘Rolling Loud’ Movie Trailer Owen Wilson Loses His Son at a Music Festival and Befriends Travis Scott in Rolling Loud Trailer Rolling Loud The Movie (Teaser) Opinion: “A Star Is Born” Is A Very Good Movie Produced By A Very Bad Company Movie about Rolling Loud festival faces backlash over Travis Scott casting in light of Astroworld tragedy No Escape Plan: How missed warning signs at Travis Scott’s Astroworld Festival led to one of the worst U.S. concert tragedies Rapper Travis Scott avoids charges over fatal crowd crush at his 2021 Astroworld Festival Travis Scott and Live Nation Settle Almost All Wrongful Death Suits Stemming From Astroworld Festival in Houston Family of Youngest Astroworld Victim Settles Last Remaining Wrongful Death Lawsuit The Astroworld Tragedy Examines the Fatal Concert Through Survivors’ Eyes LISTEN: Don't Break by ZEPSee omnystudio.com/listener for privacy information.

#Iran #Geopolitics #WorldEconomy #AI #GlobalCrisis We break down the escalating Iran War tensions and how they are triggering geopolitical instability, economic disruption, and shifting power dynamics. From so-called “rigged” financial markets to the accelerating rise of AI replacing human jobs, we explore the deeper forces shaping our uncertain future. Access our premium content, subscribe to The Trends Journal: https://trendsjournal.com/subscribe The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. The Trends Journal Shop: https://trendsjournal.com/shop Follow Gerald Celente on X: https://x.com/geraldcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Facebook: https://www.facebook.com/gcelente/ TikTok: https://www.tiktok.com/@trends.journal Follow Gerald Celente on Threads: https://www.threads.com/@geraldcelentetrends Follow Gerald Celente on Gab: http://gab.com/geraldcelente Substack: https://Trendsinthenews.substack.com Follow Gerald Celente on Truth: https://truthsocial.com/@TrendsJournal Follow Gerald Celente on Reddit: https://www.reddit.com/user/Trends-Journal/ Copyright © 2026 Trends Research Institute. All rights reserved.

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Most couples go through a season where you're overwhelmed by many challenges all at once. How do you persevere? Greg explains about a time where he and Erin felt like they went through the perfect storm. You'll also hear Jim Daly chat with Dr. Josh and Christi Straub about how they worked together through a number of unforeseen circumstances. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILY. Receive the book Famous at Home for your donation of any amount! Focus on Marriage Assessment Putting Your Family First During Busy Seasons Counseling Consultation and Referrals Why Teammates Shouldn’t Help Each Other Support This Show! If you enjoyed listening to the Focus on Marriage Podcast, please give us your feedback.