Podcasts about rational

It's another Saturday with Ed on the program. Settle in and prepare for some wisdom.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Another TT Live Podcast. Thats two this week. This one is a normal live and we had a lot of great participation. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of private equity, the rise of private credit, and how AI is reshaping software, labor, and the economics of technology investing. They also explore the massive AI CapEx boom, why value investing has struggled in the intangible-heavy U.S. market, the unusual opportunity in Japanese small caps, and how investors can quantify intangible value in biotech.Subscribe on Spotify⁠⁠⁠⁠⁠⁠Subscribe on AppleTopics covered:Why private equity became a consensus trade and why exits are now cloggedHow leverage and high debt costs threaten private equity returnsWhat publicly traded private equity funds reveal about true volatility and NAV discountsHow private equity shifted from old-economy buyouts into software and healthcare technologyWhy AI may have erased code as a software moat while strengthening other intangible advantagesHow ARR lending helped private credit finance software buyouts and created an obsolescence mismatchWhat AI is doing to hiring, junior roles, productivity and the composition of workWhy the AI CapEx boom may be a crowded, path-dependent overinvestment cycleWhy traditional value metrics work better in Japan than in the intangible-heavy U.S.How Tokyo Stock Exchange reforms, buybacks and dividends can unlock value in Japanese small capsHow R&D spend, specialist ownership and short interest can help quantify biotech valueTimestamps:00:00 Intro04:03 Why private equity's debt burden changes the equity math09:24 How private equity became a software momentum trade13:29 Why code may no longer be a durable software moat17:48 How private credit enabled software buyouts through ARR lending23:56 AI productivity, jobs and why displacement is slower than expected30:23 Why the AI CapEx boom may be the market's most crowded risk34:29 Rational overinvestment, leverage and the timing risk in AI38:46 Why consumers may capture more of AI's value than investors44:07 Japan's below-book-value reform and the return of old-school value51:03 Quantifying biotech value with R&D, specialist ownership and short interest55:08 Dan's non-consensus views on private markets and JapanLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Lindsay Clancy, the 34-year-old Duxbury, Massachusetts mother accused of strangling her three children — 5-year-old Cora, 3-year-old Dawson, and 7-month-old Callan — with exercise resistance bands inside the family's Summer Street home on January 24, 2023, is now hearing the state's closing argument. She faces three counts of murder and three counts of strangulation, has pleaded not guilty, and her attorney Kevin Reddington has built her defense around an insanity claim rooted in postpartum psychosis and psychiatric overmedication.Assistant District Attorney Jennifer Sprague spent her closing dismantling that narrative point by point. She told jurors Clancy had more support than most new mothers ever get — 18 weeks of maternity leave, family on both sides, and access to care most people can't afford. Sprague didn't deny Clancy was depressed. She just argued depression isn't the story here, and that the providers who treated her did the best they could with what they were told. Which, Sprague pointed out, wasn't much — Clancy never once told a provider she was having thoughts of harming her kids, because she was afraid the police would take them away. Sprague framed that fear as the opposite of psychosis: a rational, calculated act of self-preservation. On the medication question, she was blunt — two prescriptions, no overmedication, and no doctor ever documented signs of psychosis. Her conclusion: Clancy chose to kill her children before she tried to kill herself. Premeditated. Rational. Not a break from reality — a decision.After the killings, Clancy allegedly attempted suicide by jumping from a second-story window, leaving her paralyzed from the waist down. Her husband, Patrick Clancy, was out running errands at the time and has since relocated to Manhattan. The trial continues in Plymouth Superior Court.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodDisclaimer Content on this site is based on publicly available information and reflects commentary and opinion. All individuals are presumed innocent until proven guilty. Nothing published here constitutes legal, medical, or professional advice.Hashtags #LindsayClancy #DuxburyTragedy #PostpartumPsychosis #TrueCrime #PlymouthCounty #CoraDawsonCallan #InsanityDefense #JenniferSprague #ClosingArguments #HiddenKillers

The state closed its case against Lindsay Clancy this week, and Assistant District Attorney Jennifer Sprague didn't waste time on subtlety. Clancy, 34, of Duxbury, Massachusetts, is accused of strangling her three children — Cora, 5, Dawson, 3, and Callan, 7 months — with exercise resistance bands inside the family's Summer Street home on January 24, 2023. She's pleaded not guilty to three counts of murder and three counts of strangulation, and defense attorney Kevin Reddington has spent the trial arguing she was in the grip of severe postpartum psychosis, compounded by psychiatric overmedication.Sprague's closing went straight at that argument's foundation. She reminded jurors that Clancy had 18 weeks of maternity leave, support from family on both sides, and access to mental health treatment most people never get close to. Yes, she was depressed — Sprague conceded that much. But she argued the providers treating Clancy weren't negligent; they worked with what they were told, and Clancy never told a single one of them she was having thoughts of hurting her children. Why not? Fear the state would take her kids away. Sprague turned that fear into her strongest weapon, calling it evidence of a woman who understood exactly how wrong her thoughts were. She also took aim at the overmedication theory directly, noting Clancy was on only two medications at the time and that no doctor ever flagged signs of psychosis. Her closing line to the jury: this wasn't psychosis, it was premeditation — Clancy killed her children first, then tried to kill herself.Clancy allegedly attempted suicide afterward by jumping from a second-story window and is now paralyzed from the waist down. Her husband, Patrick Clancy, was running errands at the time and has since relocated to Manhattan. Deliberations are expected soon in Plymouth Superior Court.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodDisclaimer Content on this site is based on publicly available information and reflects commentary and opinion. All individuals are presumed innocent until proven guilty. Nothing published here constitutes legal, medical, or professional advice.Hashtags #LindsayClancy #DuxburyTragedy #PostpartumPsychosis #TrueCrime #PlymouthCounty #CoraDawsonCallan #InsanityDefense #JenniferSprague #ClosingArguments #TrueCrimeToday

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Eric the Analytical Iowan is back with us on the program. The mess continues to get worse and Eric is back to break things down. Let's get into it.

​ ⁨@bartdehrman⁩  Why Bart really lost his faith. & what came after https://youtu.be/YSBiLnncL7o?si=VDi8CpaYSpzmwYNS ​ ⁨@LoricaSancta⁩   The Amish and Artificial Intelligence https://www.youtube.com/live/nuBiATUZ9z8?si=C_NEeUQuOjnb8JNH  ⁨@OpenImmanence⁩   Emmett Shear: How then shall we live? Meaning in the age of AI https://youtu.be/ftzMrEjdhJc?si=8W2JdCCCnC68-Ud2  ⁨@theeconplayground1193⁩   Expanding on Pos-Norming with OGRose and Kurtis Hingl https://youtu.be/ZkoS4a5ZX3w?si=0NBiRE5GzE3aqUXq  ⁨@EzraKleinShow⁩   ⁨@SoulBoom⁩   ⁨@SoulPancake⁩   Ezra Klein: Jesus Was Weaponized for World War | Soul Boom https://youtu.be/cCpnQBpViVM?si=DLkjbDb2u1Rh_opB  ⁨@BishopBarron⁩   Bishop Barron Presents | Ross Douthat - Is it Rational to Believe in God? https://youtu.be/iBz7T0oBwPw?si=6-Li6hZ8BMOm-BUQ  ⁨@maklelan⁩    ⁨@nononsensespirituality⁩   America Broke Intergenerational WIsdom Transmission https://youtu.be/HlAH339o8wU?si=J9T6Xg2HTpE24LV1  Sacramento Estuary Conference Oct 16 and 17 https://www.livingstonescrc.com/events/sacramento-estuary-conference-2026/2026-10-16 What is the TLC? ("This little corner of the Internet" also know as "the corner" https://youtu.be/Y3vqSjywot8?si=IVS3bnriwje5syPO TLC Search tool. https://thislittlecorner.net The Flotilla List: https://thislittlecorner.net/channels https://www.livingstonescrc.com/give Paul Vander Klay clips channel https://www.youtube.com/channel/UCX0jIcadtoxELSwehCh5QTg https://www.meetup.com/sacramento-estuary/ My Substack https://paulvanderklay.substack.com/ Bridges of meaning https://discord.gg/UKg8k93c Estuary Hub Link https://www.estuaryhub.com/ There is a video version of this podcast on YouTube at http://www.youtube.com/paulvanderklay To listen to this on ITunes https://itunes.apple.com/us/podcast/paul-vanderklays-podcast/id1394314333  If you need the RSS feed for your podcast player https://paulvanderklay.podbean.com/feed/  All Amazon links here are part of the Amazon Affiliate Program. Amazon pays me a small commission at no additional cost to you if you buy through one of the product links here. This is is one (free to you) way to support my videos.  https://paypal.me/paulvanderklay Blockchain backup on Lbry https://odysee.com/@paulvanderklay https://www.patreon.com/paulvanderklay Paul's Church Content at Living Stones Channel https://www.youtube.com/channel/UCh7bdktIALZ9Nq41oVCvW-A  

Elsbeth the Dissenter from Alaska is back for her second appearance on the show. She's smart and not afraid to talk. Let's get into it.

This is a TT Live Podcast. On this one Lt. Colonel Anthony Aguilar joins us. This a very informative show. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

It's another Monday and Wil is back on the program. Get ready to get some knowledge and some passion. Let's get into it.

Get the 200+ Page Optimal Living Daily Workbook (PDF) - Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: https://oldpodcast.eo.page/join Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3117: Keith Wilson revisits his own advice that grudges should be abolished after reading a philosopher's argument that holding one can be perfectly rational. He walks through what anger is actually signaling, why it is a legitimate response to injustice, and where it starts to cost the person carrying it. Read along with the original article(s) here: https://medium.com/change-becomes-you/is-holding-a-grudge-a-rational-thing-to-do-62f1609b75c6 Quotes to ponder: "Grudges begin in anger and retain many of the characteristics of that hot emotion." "Feeling angry is a useful indication that you're the victim of an injustice." "She says holding a grudge is a perfectly rational thing to do." Optimal Relationships Daily is a daily relationship advice podcast where we narrate the best articles on healthy relationships, dating, marriage, and family, read to you by a professional narrator so you can strengthen your closest connections a little more every day. Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Gen X Jace is back with us on the program. We cover his home state of Texas. Of course we cover all the rest. Let's get into it.

Ed is back with us on the program. Ed helps us settle down after yet another crazy week. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it

Me, texts and other stuff. No guests, just me today. So let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into.

We have a TT Live Podcast today. Trucker T and Eric the Analytical Iowan join with a host of other folks. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Eric the Analytical Iowan is back on the program. It's great to have Eric is with us. When we need things broken down he always comes through for us. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Well, it's a SS Live Podcast today. We had a lot of great people come through and had a great conversation. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Importunity, hunger, conference tips, and more.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

It's Monday and Wil is back with us. Wil brings his knowledge and passion. It's a great way to the start the week. Let's get into it.

Gen X Jace is back with us on the program. He brings us up to date in his home state of Texas. Then we expand to the country at large. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

It's Saturday and Ed is back on the program. He is always a welcome sight. Let's get into it.

– How do we fix our political quagmire? – Are house prices really just a function of desire and competition? – Why aren’t we talking about AI more? – Where am I wrong on housing?See omnystudio.com/listener for privacy information.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Our buddy Protester Howard stops by. He was just back from a protest at a detention facility. Let's get into it.

The WNBA is generating more attention than ever, but Ric Bucher argues that the controversies dominating the conversation — Caitlin Clark, officiating, physical play, transgender athletes, player conduct and media coverage — are symptoms of a much deeper problem.The real issue? The NBA owners who collectively have a stake in the WNBA don't care enough about it to demand that it operate with the same standards, accountability and professionalism as the NBA.On this episode of On The Ball, Ric explains why the economics of the WNBA have left it as little more than a rounding error to billionaire NBA owners, and why that lack of investment shows up everywhere: inconsistent officiating, questionable player conduct, timid broadcast coverage and an absence of clear leadership.Ric also pushes back on the idea that Kelsey Mitchell is a better player than Caitlin Clark simply because selected statistics favor Mitchell, explaining why Clark's responsibilities and the defensive attention she commands make the comparison far more complicated.Then he examines why the transgender-athlete debate has become such a dominant WNBA storyline despite the extraordinarily small number of transgender athletes in elite women's basketball, and asks whether the attention being devoted to it bears any relationship to the actual threat it poses to the league.The Golden State Valkyries provide a revealing contrast. Ric looks at why Joe Lacob's organization has created a strong identity, passionate fan base and clear organizational structure without becoming consumed by off-court controversies.Finally, Ric asks why WNBA players are seemingly treated as women first and professional basketball players second, and why Project B's plan to put men and women on the same platform, with comparable treatment and accommodations, could provide a blueprint for what genuinely supporting women's basketball looks like.TIMESTAMPS00:00 – Why the WNBA conversation is missing the bigger problem01:46 – The issue Ric believes nobody is talking about03:11 – Ric's personal connection to women's basketball04:09 – Why women's basketball is fundamentally a different game05:28 – Why understanding the WNBA requires actually watching it05:51 – Kelsey Mitchell vs. Caitlin Clark: why stats don't tell the story06:53 – Why uninformed WNBA commentary hurts the league07:20 – Why the Golden State Valkyries are different08:12 – Team identity vs. individual brands08:50 – Players, public opinions and representing an organization09:40 – Free speech doesn't guarantee freedom from consequences09:50 – Why transgender athletes became a WNBA flashpoint10:33 – Examining the actual history of transgender players in the WNBA11:29 – Rational fears vs. irrational fears in sports11:46 – Why the WNBA still needs clear rules and enforcement12:28 – Visibility, social media and transgender athletes13:17 – How rare are transgender athletes in elite sports?14:24 – The dangers to female athletes Ric believes deserve more attention15:03 – The bigger WNBA problem: absentee NBA ownership15:57 – Does WNBA broadcast coverage need more diversity of opinion?16:45 – DiJonai Carrington, Sophie Cunningham and reluctant criticism17:25 – Carrington vs. Tiffany Hayes and the league's physicality problem18:35 – Why NBA and WNBA officiating standards feel different19:00 – Are WNBA stars treated as women first and athletes second?19:32 – The WNBA ownership structure and why it matters20:03 – What coaching girls taught Ric about female athletes21:02 – The non-negotiables when coaching and communicating21:34 – Could Project B show women's basketball a better model?22:09 – Closing thoughts#WNBA #CaitlinClark #KelseyMitchell #GoldenStateValkyries #IndianaFever #DiJonaiCarrington #SophieCunningham #WomensBasketball #NBA #ProjectB #OnTheBall #RicBucherSupport this show http://supporter.acast.com/bucher-and-friends. Hosted on Acast. See acast.com/privacy for more information.

Another TT Live Podcast. We had a lot of people come through and it was a great show. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.

Another new guest today. You may know her from TT. Her name is Elsbeth The Dissenter. If you don't know her you will after this show. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it

Well it's Monday and that means our friend Wil is back. Starting yet another week and it promises to be another wild ne. Let's get into it.

Here's the latest Not A Podcast. A compilation of the days TTs. Let's get into it.