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5 episodes with Reflexivity
2 episodes with Reflexivity
2 episodes with Reflexivity
2 episodes with Reflexivity
2 episodes with Reflexivity
3 episodes with Reflexivity
2 episodes with Reflexivity
2 episodes with Reflexivity
2 episodes with Reflexivity
Thom Francis welcomes local poet and artist Melissa Anderson, who was the featured reader at the Third Thursday Poetry Night at the Social Justice Center in Albany on Thursday, April 17, 2025. ——— Melissa Anderson is a multidisciplinary artist whose work is deeply influenced by a search for connection with the physical world, changing seasons, and our relationships with the places we call home. She co-runs the slam poetry team Slam Euphoria, as well as their bi-monthly poetry open mic at Cafe Euphoria in Troy. That night she read from her book "Dogstar Poems" (Main St. Rag Publishing, 2024), starting off with a poem from her day job making furniture for Chipotle, “Work Song,” and then a pandemic piece, “Bedroom Window Lockdown.” Melissa explained that “Dogstar” was another name for what is commonly known as “Polaris” or the North Star, & that many of the poems in the book are about looking for direction, as in the poem “Reflexivity.”
Watch on Youtube instead - https://youtu.be/w6Vpcy2cdRkCurious Worldview Newsletter - https://curiousworldview.beehiiv.com/subscribePhilippe Gijsels Book - https://www.amazon.com/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013-----The following is with Philippe Gijsels, the Chief Strategy Officer at BNP Paribas Fortis - he co-wrote a book last year called The New World Economy in 5 Trends - which within, reveals much of the new map we now inhabit, especially in light of the perplexing chaos of spearheaded by America's sloppy leadership in the last weeks. Philippe is an erudite bookophile and a banker, a combination that seems not uncommon among the best investors. He and I have been speaking since last year in anticipation of recording this podcast today. I hope you enjoy it. I wanted to get the interview into the meat of the book as quickly as possible, therefore, took more liberties with editing than I usually do and have excised a part of the podcast to the end of the discussion. The excised component was an explanation and brief discussion on the idea of Reflexivity. As always, you can navigate through the rest of the show through the timestamps.Consider leaving this 5 stars on Apple or Spotify - nothing does more to drive the show to new viewers.00:00 - Philippe Gijsels02:54 - Understanding the Fourth Turning11:38 - Serendipity in Innovation14:40 - Interest Rates & Tolkien20:52 - The Impact of Inflation on Individuals26:49 - Wealth Inequality 39:38 - The Shift to Multi-Globalisation47:55 - The Future of Work and AI56:23 - Europe's Role in a Multi-Globalised World01:12:19 - The Commodities Bull Market01:14:47 - Demographics and Economic Implications01:20:46 - Serendipity01:27:02 - Reflexivity in Economics and MarketsConsider leaving a review on whichever platform you're listening on!
Kali ini kami membahas tentang pameran yang belum lama terjadi lagi yang secara konsisten mengangkat tentang tajuk Post tradisi pada seni rupa Bali. Pameran tersebut berjudul “Reflexivity: Post Tradition in Balinese Contemporary Art” yang menghadirkan 10 perupa Bali dan perupa Indonesia berbasis di Bali di Lano Gallery. Kami kehadiran mahasiswa Sejarah basis Jogja, Ryzal Catur, yang membedah kuratorial pameran ini yang dibuat oleh Asmudjo, dan seorang perupa serta pengajar yang telah mengamati tajuk Post Tradisi dari kejauhan - basis Bandung - Gede Awan. Keduanya saling melengkapi perspektif unik akan kehadiran pameran serta diskursusnya di seni rupa Bali sebagai pemantik diskusi-diskusi selanjutnya. Jadi apa saja itu? Yuk, didengerin!
What agency can you identify in the systems you are in? And how can you use it to invite others to design with intention together? ...Josina Vink is a designer and researcher with expertise in health system transformation. They have extensive experience leading and facilitating participatory system and service design processes in health care, government, non-profit and community settings. Josina has worked as a service and systemic designer in healthcare internationally including at the Mayo Clinic in the United States, Centre for Addiction and Mental Health in Canada, and Experio Lab in Sweden. In their practice, they have developed new services, supported policy change, facilitated shifts in practices across sectors, and led social lab processes. Josina is currently Associate Professor of Service Design at the Oslo School of Architecture and Design in Norway. Their research explores how design can create profound and significant change in health and care by reshaping social structures. Today, Abbie and Josina explore Josina's emerging approach to design- specifically in health care systems, but also beyond that in our everyday lives, relationships, and social worlds- which empowers every member of the system to participate through dialogue, supports designing driven by adaptation, and sustains collective reflexivity that nurtures plurality and our ability to coordinate through discomfort....Stories Lived. Stories Told. is created, produced & hosted by Abbie VanMeter.Stories Lived. Stories Told. is an initiative of the CMM Institute for Personal and Social Evolution....Music for Stories Lived. Stories Told. is created by Rik Spann....Explore all things Stories Lived. Stories Told. here.Explore all things CMM Institute here.
In this episode we explore market bubbles and what they have taught us in terms of economics and behaviors of financial markets. How do these bubbles form? What do they leave in the aftermath of a popped bubble? Giuseppe Sette, President at Reflexivity, joins Cassidy Clement to discuss.
In this episode, we're joined by Berachain Co-founder Smokey to discuss all things Berachain. We dive into Berachain's dual token model, reflexivity in the Berachain ecosystem, and HONEY's role on Berachain. We also unpacked the idea of Founder Mode, and Berachain's BD methods. Finally, we asked Smokey what's next for Berachain? Thanks for tuning in! -- Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users. To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you're an individual, fund, fintech, or institution, Morpho is for you. Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9 -- Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Follow Berachain: https://x.com/berachain Follow Smokey: https://x.com/SmokeyTheBera Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:03) Launching a Token in 2025 (14:02) Ads (Aptos & Marinade) (14:31) Berachain's Dual Token Model (27:16) Reflexivity in Berachain's Ecosystem (38:26) Ads (Aptos & Marinade) (39:38) HONEY's Role, Loopers, and RWAs (47:17) What is Founder Mode? (49:16) Morpho Ad (49:45) Berachain's BD Methods (1:00:57) What's Next For Berachain? -- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
Welcome to the Alfalfa Podcast
Welcome to the Alfalfa Podcast
My guest today is Eric Beinhocker, Professor of Practice in Public Policy at the Blavatnik School of Government, University of Oxford, and the founder and Executive Director of the Institute for New Economic Thinking at the University's Oxford Martin School. Eric is the author of numerous academic articles and books, including The Origin of Wealth: Evolution, Complexity, and the Radical Remaking of Economics (2007). In our conversation, Eric and I contrast traditional economics (neoclassical theory) with new economics (complexity economics). We also explore the policy implications of these differing economic theories, discussing topics ranging from aggressive growth strategies to complexity catastrophes in digital economies. I hope you enjoy our conversation. References: The origin of wealth: Evolution, complexity, and the radical remaking of economics (2007) https://moldham74.github.io/AussieCAS/papers/Origins of Wealth.pdf Getting Big Too Fast: Strategic Dynamics with Increasing Returns and Bounded Rationality (2007) https://pubsonline.informs.org/doi/pdf/10.1287/mnsc.1060.0673 Fair Social Contracts and the Foundations of Large-Scale Collaboration (2022) https://oms-inet.files.svdcdn.com/staging/files/Fair-Social-Contracts-Beinhocker-v8-22-22.pdf Reflexivity, complexity, and the nature of social science (2013) https://www.tandfonline.com/doi/full/10.1080/1350178X.2013.859403
In this episode, we reflect on lessons learned during the research process and the concept of reflexivity—how my personal experiences influenced the study. I'll share practical insights for researchers and discuss the broader implications of this work. How can we foster inclusion, adapt tools like the Touch Avoidance Questionnaire, and inspire action to create more accessible, empowering spaces?If you are visually impaired or blind, or if you know someone who is, and would like to take part to the series of Martial Attitude Voice podcast interviews exploring touch, confidence and blindness or if you would like to join in the Martial Attitude Training workshops now running in London every Sunday, please do keep in touch via Instagram or according to your communication preferences, all available HERE. Sincerely, Mathias Alberton Founder CEO at Martial Attitude C.I.C. BPS trainee Sport Psychologist MSc in Applied Sport Psychology at St. Mary's University, Twickenham, London, UK.
Welcome to the Alfalfa Podcast
With so many platforms available to share information, there are more means than ever to make a noise. But in the spirit of free speech and academic freedom, those speaking and actually being heard remain grossly unequal. What are the links between voice and power and how can we amplify those voices that we can't hear?In this special episode recorded at The Sociological Review Undisciplining II conference, Michaela Benson is joined by Claire Alexander (Professor of Sociology and Head of the School of Social Sciences at The University of Manchester), Dan McCulloch (Senior Lecturer in Criminology and Social Policy at The Open University) and Belinda Scarlett (Library Manager at the Working Class Movement Library) to talk about empowerment, representation and impact, under a common theme: VOICEGuests: Claire Alexander, Dan McCulloch, Belinda ScarlettHost: Michaela BensonExecutive Producer: Alice BlochGuest Producer: Emma HoultonSound Engineer: David CracklesMusic: Joe GardnerArtwork: Erin AnikerFind more about Uncommon SenseEpisode ResourcesBy Claire Alexander Our Migration StoryThe Art of Being Black: The Creation of Black British Youth IdentitiesStuart Hall and ‘Race'By Dan McCullochCritical Reflections on Participatory Visual Methods and VoiceWhy Deaf Prisoners Have Been in a State of Lockdown Since Well Before COVID-19Homelessness and Mortality: an Extraordinary or Unextraordinary Phenomenon? (co-authored with Vickie Cooper)By Belinda ScarlettWorking Class Movement LibraryBig Flame ProjectFrom The Sociological ReviewAccent and the Manifestation of Spatialised Class Structure – Michael Donnelly, Sol Gamsu, Alex BarattaYouth Voices in Post-English Riots Tottenham: The Role of Reflexivity in Negotiating Negative Representations – Julius ElsterFurther resources“Sidewalk” – Mitchell DuneierBlack British Voices – report of project led by Kenny MonroseValuing Voices in the Digital Age – Sharath Srinivasan“Why Voice Matters: Culture and Politics After Neoliberalism” – Nick CouldryAt Home and Not at Home: Stuart Hall in conversation with Les Back; also available for listeningSupport our work. Make a one-off or regular donation to help fund future episodes of Uncommon Sense: donorbox.org/uncommon-sense
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
“Reflexivity” theory suggests that investors base their decisions on perceptions and expectations that can be off the mark from reality. But there are portfolio dangers when the dichotomy between expectations and reality becomes extreme. So how is reflexivity playing in markets right now? How are high expectations of growth in markets affecting investors' portfolios? On Wealth Tracker, Hongbin Jeong speaks to Desmond Chua, Investment Counselor, Citigold Private Client, Citibank Singapore, to find out more.See omnystudio.com/listener for privacy information.
Welcome to the Alfalfa Podcast
Where can you be looking back in order to look forward?...Vernon Cronen is a co-creator of the Coordinated Management of Meaning theory of communication. In 1963, Vernon graduated from Ripon College and served for two years as Lieutenant in the US Army, Intelligence branch. After acquiring his Master and PhD from University of Illinois, Urbana, he went on to teach at University of Massachusetts, Amherst from 1970 to 2011. In 1979, Vernon began working with Barnett Pearce to create CMM and has been evolving the theory ever since. He is now part-time faculty at University of North Carolina at wilmington, teaching courses in History, Communication Theory, and CMM. Claire Craddock graduated from University of North Carolina Wilmington in December 2023 with a bachelor's degree in communication studies. She is passionate about creative arts, especially photography, and enjoys taking part in community service projects. Claire deeply values the art of storytelling and our ability to make connections. Claire was introduced to CMM theory by Dr. Cronen in the last year of her undergraduate studies. Since 2023, she has worked with Dr. Cronen to improve the dynamism in CMM theory by extending and further accounting for the aesthetic dimension, as well as the position of the observer.Today, Abbie, Vernon, and Claire discuss the aesthetic dimension of communication, context and reflexivity, and dynamism and disorientation....Take the Survey here!Subscribe to the CosmoParenting Substack!...Stories Lived. Stories Told. is created, produced & hosted by Abbie VanMeter.Stories Lived. Stories Told. is an initiative of the CMM Institute for Personal and Social Evolution....Music for Stories Lived. Stories Told. is created by Rik Spann....Explore all things Stories Lived. Stories Told. here.Explore all things CMM Institute here.
Ian is joined by Jeremy Saunders this week, and the duo begin the show discussing the spate of U.S. jobs data last week. Ian discusses the internals of the JOLTS and NFP reports, noting the trend for U.S. labour demand is a negative one. Jeremy opines on his view on the election, and how the best opportunities are to fade recent flattening in the U.S. curve. They take some time to discuss the BoC, noting that recent data provides no confidence the Bank will slow down the cycle anytime soon. Ian outlines his view for a steeper swap-spread curve while Jeremy paints a picture of a flatter one. The pair spend some time talking about the specific tenors of the spread curve, and end the show outlining their favorite trades for the week ahead.
Send us a text In this episode of The Digital Executive, host Brian Thomas speaks with Jan Szilagyi, co-founder of Reflexivity (formerly Toggle AI) and a former Harvard economics prodigy. Jan shares his journey from academia to hedge funds, explaining how Reflexivity uses machine learning to unlock valuable insights from institutional-grade data, helping investors navigate complex financial landscapes. He discusses the vision behind the platform's rebrand and the concept of “reflexivity,” to highlight how challenging initial assumptions leads to smarter investment decisions.Jan also reflects on AI's transformative impact on the roles of traders and fund managers, envisioning a future where AI frees investors to focus on high-level strategy and creative analysis, ultimately revolutionizing financial decision-making.
In this episode, we explore how caring and responsible coaching fosters personal development through the experiences of Dr. Kate Sylvester, an expert in Kendo and gender equality in martial arts. Kate's recent book, Women and Martial Art in Japan, sheds light on the challenges and opportunities women face in this traditionally male-dominated sport. Through her coaching journey with national Kendo teams in Australia and Sweden, Kate brings a unique perspective on cultural influences in sports coaching. Together, we'll uncover strategies for overcoming gender-based discrimination in martial arts and how Kate balances her personal development with the responsibilities of leadership. Let's jump in! 1.39: Breakfast choice? 2.20: What is Kendo? 4.54: What are some of the character traits that the sport of Kendo cultivates? Respect The thrill of competition - gratitude Great for developing confidence 6.55: Take us back to teenage Kate - as an exchange student in Japan learning Kendo for the first time (friendships). 10.01: Kate's book: Women and Martial Art in Japan (2022) and through her research, she discovered that women train just as hard as men and invest just as much as men in Kendo. 12.25: What was it like coaching the men's and women's National teams? You don't need to prove yourself, just be authentic. Show that you care and tap into what they want to achieve. 15.43: Can care and empathy-based coaching be learned? 17.22: As a coach did you have to treat the Australian National team any differently to the Swedish team? (Cultural differences) It can take a little bit more time to develop rapport with Swedish people. 18.29: What makes a great coach? 1) Self-reflexivity 2) Authentic 3) Risk-taking 20.00: How do you balance being a coach and an athlete? 21.50: How do you advocate for personal development through coaching? Being vulnerable: "Am I coaching you in the right way?" 26.00: Disruptive coaching idea that will change the way we coach in 2030? "It's really important to open nurturing and safe spaces, for male athletes to openly express their emotions." 27.30: What does responsible coaching mean to you? 29.00: How can we raise our game as coaches? 32.21: Practice self-reflexivity - how are your athletes or clients or team members responding to you? To learn more about becoming a workplace coach or advancing your coaching skills, visit: www.coachem.cc or email: info@emmadoyle.com.au About Kate Sylvester PhD - Researcher Dr Kate Sylvester is an independent scholar. Her recent book titled Women and Martial Art in Japan (2022) is based on extensive original ethnographic research that examined identity politics and women's sport and university kendo in Japan. Kate started kendo as a high school exchange student in Japan and has trained at elite universities and police institutions in Japan. A kendo practitioner of 32 years, she is currently ranked 6 dan renshi. As head coach of the women's and men's Australian National Kendo Team (2015-2018), she led the women's team to place 3rd, which was Australia's first medal at a World Kendo Championship. In her recent leadership role, Kate was head coach of the Swedish Women's National Kendo Team (2021-2024). She has represented her country at 8 World Kendo Championships as a player and coach. Kate advocates for the amelioration of gender-based discrimination and violence in kendo and other MACS (Martial Art and Combat Sport) through her research and leadership. Connect with KateWebsite: https://ksperspectives.com/Facebook: https://www.facebook.com/KateSylvesterPerspectives/ Insta: https://www.instagram.com/kate_sylvester_perspectives/
In today's episode, Shawn O'Malley (@Shawn_OMalley_) discusses The Alchemy of Finance by George Soros. George Soros is a controversial political figure, but he is a legend on Wall Street. Many know him as the man who “broke the Bank of England” for his epic short bets against the British pound that broke its currency peg. Soros's hedge fund is among the best performing ever, generating billions of dollars in wealth and giving rise to a number of Soros's protégés who would make their own names for themselves. You'll learn about Soros's life growing up in Nazi-occupied Hungary, how he went from immigrant to hedge fund titan, why philosophy and abstract thinking were critical to Soros's success, Soros's unique theory on investing called Reflexivity and how it has helped him throughout his career, which shortcomings Soros identified in markets, how he used reflexivity to profit from a boom in conglomerates, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:18 - What it was like for George Soros growing up in Nazi-occupied Hungary 03:15 - How Soros went from immigrant to hedge fund titan 10:01 - What is reflexivity, and how did Soros use it 12:16 - Why markets are a place to test hypotheses 24:30 - Why Soros thinks free markets have shortcomings 26:33 - What value investors miss about reflexivity and stock prices 29:45 - How Soros profited from a boom in conglomerates using reflexivity 32:06 - What causes reversals in markets And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. George Soros's book, The Alchemy of Finance. George Soros's book, Soros on Soros: Staying Ahead of the Curve. George Soros's wiki. How Soros broke the Bank of England. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Facet Fundrise Public Airbnb Bluehost NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Eric Hsu and Louis Everuss do their best to have a reflexive discussion about a highly influential sociological account of the contemporary modern world: Anthony Giddens's idea of reflexive modernization, as captured in his work, The Consequences of Modernity. Eric somehow manages to use his bad Trump impression to promote the field of sociology, while Louis tries to keep the conversation more on track by ruminating on Giddens's point that modernity leaves us with more questions than answers. Music and sound effects for this episode come from various sources and is licensed under the Creative Commons 0 License, the Creative Commons Attribution License 3.0, EFF Open Audio License, or is covered by a SFX (Multi-Use) License. Tracks include:https://freesound.org/people/Tuben/sounds/272044/https://freesound.org/people/Trollarch2/sounds/331656/https://freesound.org/people/giouliangel100/sounds/546897/https://freesound.org/people/stevielematt/sounds/538066/https://en.wikipedia.org/wiki/File:A_Midsummer_Night%27s_Dream_Op._61_Wedding_March_(Mendelssohn)_European_Archive.ogghttps://freesound.org/people/JPMusic82/sounds/415511/The opinions expressed in the Sociology of Everything podcast are that of the hosts and/or guest speakers. They do not necessarily reflect the opinions of anyone else at UniSA or the institution at large.The Sociology of Everything podcast | www.sociologypodcast.com
So here's a weird question for you… in a TV show like Batman, do the regular people know the phrase “dynamic duo?” In the movie Amazing Spider-Man Peter Parker uses… The post e332. The 4th Wall Bounce: The Reflexivity of Media and Culture appeared first on The VoxPopcast.
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at 8:30am ET, showed the unemployment rate move non-linearly up from 4.1% to 4.3%, and the stock market fell sharply and short-term interest rate futures market priced in a high likelihood of the Federal Reserve doing a DOUBLE (50 bps) cut by its September meeting. The Fed Funds pricing changed throughout our interview and Jack references that in the conversation. ___ Follow Mike Green on Twitter https://x.com/profplum99 Mike Green's Substack: https://www.yesigiveafig.com/ Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ YouTube video on Canadian market bubble and Nortel Networks: https://www.youtube.com/watch?v=I6xwMIUPHss&t=2219s&ab_channel=BobbyBroccoli __ Timestamps: (00:00) Introduction (00:13) Stock Market Pukes In Reaction To Horrible Jobs Report (05:45) Is The U.S. In A Recession Now? (06:01) How Passive Investing Has Driven The Stock Market Higher (28:35) VanEck Ad (29:15) Passive Flows In The Context Of Other Market Forces (32:25) Has Passive Investing Boosted Valuations of The Biggest Companies? (42:25) Will The Same Passive Forces That Boosted The Market Higher Work In Reverse Now That The Market Is Declining? (48:40) Permissionless Ad (49:39) If Passive Is A Bubble, It Can Get A Whole Lot Bigger (53:16) SPAC Flows Are No More (01:16:52) Soros-like Reflexivity of High Stock Prices (01:18:49) Mike's Views On Ongoing "Market Hiccup" (01:34:00) Mike's Closing Thoughts on Private Credit __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Guess what? It's summer, July 2024, and the team is distracted doing summer things. So we are taking a little break this month before we sit down and get back into recording conversations with our upcoming guests for the episodes ahead. We also realized that we are in our fourth season, and we can now do what seasoned podcasters do: look back and share with you one of our team's favorite past episodes. With more than 30 episodes under our belt, this episode stands out to us from our first season that we recorded back on November 5th, 2020, during the height of the pandemic lockdown. And summer is a great time for reflection. With that, we give you, once again, Adam and Joe in Season 1 Episode 6's discussion on “Reflexivity in Action Research with Dr. Lisa Starr”.Thanks for tuning in, and now, onto our hosts.—---------------------------------------In this episode reprise, Adam and Joe have a conversation with Dr. Lisa Starr about the role of reflexivity in action research. To understand this complex topic, they discuss two chapters Lisa wrote using reflexive and autoethnographic methods. It just so happens (or was it more than a coincidence?) that Adam is working on the chapter in his dissertation in which he reflexively discusses his positionality, so he asks Lisa to share her expertise (12:34) on how to approach reflexivity in Action Research (15:51). Later in the episode, Joe asks Lisa about the frameworks to reflexively understand one's identity in her chapters (25:11).If you are interested in the chapters mentioned in our podcast citations are below:Starr, L.J. & Mitchell C. (2020, accepted for Publication). Traveling in Circles Along Roads Less Traveled in Awe of Open Spaces. In Mitchell, C, Giritli Nygren, K, Moletsane, R. (eds.) Where am I in the Picture? Researcher Positionality in Rural Studies. Toronto, ON: University of Toronto PressStarr, L.J. (2019). Locating who (I am) in what (I) do: An autoethnography encounter with relational curriculum. In T. Strong-Wilson, C. Ehret, D. Lewkowich & S. Chang Kredl (Eds.), Making/Unmaking Curriculum through Provoking Curriculum Encounters (pp. 103-115). William Pinar/Routledge for the Studies in Curriculum Theory series. New York, NY: Routledge.
// GUEST // New Discourses: https://newdiscourses.com/author/jameslindsay/ Books: https://www.amazon.com/stores/author/B009BBX7BI X: https://x.com/ConceptualJames Instagram: https://www.instagram.com/conceptualjames/?hl=en// SPONSORS // In Wolf's Clothing: https://wolfnyc.com/The Farm at Okefenokee: https://okefarm.com/ Swan Bitcoin: https://www.swanbitcoin.com/breedlove22/Heart and Soil Supplements (use discount code BREEDLOVE):// EVENTS I WILL BE ATTENDING // Bitcoin 2024: the World's Largest Bitcoin Conference (use discount code BREEDLOVE): https://b.tc/conferencePacific Bitcoin 2024 (use discount code BREEDLOVE): https://www.pacificbitcoin.com/// PRODUCTS I ENDORSE // Protect your mobile phone from SIM swap attacks: https://www.efani.com/breedlove Noble Protein (discount code BREEDLOVE for 15% off): https://nobleorigins.com/ The Bitcoin Advisor: https://content.thebitcoinadviser.com/breedlove Lineage Provisions (use discount code BREEDLOVE): https://lineageprovisions.com/?ref=breedlove_22 // SUBSCRIBE TO THE CLIPS CHANNEL // https://www.youtube.com/@robertbreedloveclips2996/videos // OUTLINE // 0:00 - WiM Intro 2:51 - Helping Lightning Startups with In Wolf's Clothing 3:42 - Wokeism Worldwide 6:34 - What is Private Property? 19:17 - Defining Capital 28:57 - Do Communists Actually Believe? 35:53 - The True Nature of Marxism 42:26 - The Self-Destruction of Equity 1:00:19 - The Farm at Okefenokee 1:01:29 - Heart and Soil Supplements 1:02:29 - Wokeism and Equity 1:16:16 - What are the Means of Production? 1:21:39 - Origins of Marx and Marxism 1:39:11 - Engineered Crisis' and the Central Bank 1:51:00 - Critical Race Theory and Rationality 2:05:38 - How Can We Fight Back Against CRT? 2:11:03 - Swan Bitcoin: Set up Instant and Recurring Bitcoin Buys 2:12:00 - Bitcoin 2024: The Largest Bitcoin and Fintech Conference in the World 2:13:06 - George Soros and Reflexivity 2:22:39 - Difference Between Religion and Ideology? 2:43:47 - What is Queer Theory? 2:51:35 - Origins of Cultural Marxism 2:55:41 - Global Citizens and CBDC 3:05:10 - How Can We Unify? 3:14:47 - Closing Thoughts// PODCAST // Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsE?RSS Feed: https://feeds.simplecast.com/MLdpYXYI// SUPPORT THIS CHANNEL // Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7 Sats via Strike: https://strike.me/breedlove22 Sats via Tippin.me: https://tippin.me/@Breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2The "What is Money?" Show Patreon Page: https://www.patreon.com/user?u=32843101// WRITTEN WORK // Medium: https://breedlove22.medium.com/Substack: https://breedlove22.substack.com/ // SOCIAL // Breedlove Twitter: https://twitter.com/Breedlove22WiM? Twitter: https://twitter.com/WhatisMoneyShowLinkedin: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22All My Current Work: https://linktr.ee/robertbreedlove
New Discourses Bullets, Ep. 96 Dialectical Leftism doesn't just do the old Marxist thing anymore. There's a new dialectical game in town that allows Marxists worldwide to transcend classical Marxism, including in the Chinese Communist Party over the last few decades. That method is called "reflexivity," as it was outlined as a so-called "shoelace dialectic" by George Soros in his famous book The Alchemy of Finance (https://amzn.to/3XjXqJp). Host James Lindsay detailed the Soros method (https://newdiscourses.com/2024/04/the-reflexive-alchemy-of-george-soros/) recently in a long-form podcast on the New Discourses Podcast platform, and here, he summarizes the essential points in short form for the New Discourses Bullets. Join him for this important episode to learn how propaganda and driven feedback loops are misshaping the world. New book! The Queering of the American Child: https://queeringbook.com/ Support New Discourses: https://newdiscourses.com/support Follow New Discourses on other platforms: https://newdiscourses.com/subscribe Follow James Lindsay: https://linktr.ee/conceptualjames © 2024 New Discourses. All rights reserved. #NewDiscourses #JamesLindsay #Reflexivity
In this week's episode, Emily and Mollie explore the importance of research logs and reflexivity in the academic journey, highlighting how keeping a detailed research journal can enhance productivity and self-awareness. They share personal experiences and practical tips on maintaining these logs to track progress, manage stress, and support overall well-being during a PhD. Hosted on Acast. See acast.com/privacy for more information.
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:00 - Welcoming back Fidelity's Chris Kuiper 2:23 - Recapping the last seven months 4:06 - ETF flows & identifying buyers 7:44 - Unlocking new demand from advisors 13:50 - Invert, always invert 17:47 - Reflexivity of demand & rebalancing 23:49 - Breaking down bitcoin's volatility 30:51 - Halving retrospective & supply dynamics 37:41 - Long-term holders & redistribution 44:47 - A message from Onramp 45:03 - Gold is the new bonds & bitcoin is the new gold 47:56 - Corporate treasury adoption of bitcoin 52:52 - Game theory of bitcoin adoption 57:25 - Global liquidity & macro correlations 1:02:56 - Addressing apprehensions in bitcoin education 1:12:25 - The importance of custody & wrapping up A Closer Look at Bitcoin's Volatility https://www.fidelitydigitalassets.com/research-and-insights/closer-look-bitcoins-volatility 2024 Bitcoin Halving: Top 5 FAQs https://www.fidelitydigitalassets.com/research-and-insights/2024-bitcoin-halving-top-5-faqs Q1 2024 Signals Report https://www.fidelitydigitalassets.com/research-and-insights/q1-2024-signals-report Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:00 - Freedom, sovereignty, & bitcoin advocacy 12:19 - Introduction to Hong Kim & Bitwise 15:24 - Custodial options & tradeoffs 18:20 - Evolving narratives of adoption 23:29 - The path to ETF approval 27:38 - ETF flows & buyers 34:47 - A message from Onramp 35:03 - Accessibility in the ETF era 43:30 - Reflexivity & waves of demand 48:36 - ETF limitations: in-kind withdrawals & custody 54:02 - Hong Kong ETFs 57:18 - Supporting open-source developers 1:02:04 - Leveraging bitcoin's native properties Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/
We at PAPERs Podcast hope that you all hare having happy holidays. We are having two weeks off and would like to present one of the top downloaded episodes we have. This is one of the "Methods Conslut" that Lara Varpio holds, where she dig a bit deeper into the some of the science methods and theory in Health professions education.This specific Methods Consult explores thematic analysis, a fundamental aspect of qualitative research. Drawing from Braun and Clarke's work, hosts discuss Reflexive Thematic Analysis, emphasizing researchers' active role and the importance of reflexivity. They outline the iterative process of data familiarization, coding, theme development, and refinement. The episode offers practical insights and cautions against common pitfalls, making it essential listening for researchers aiming to enhance their qualitative analysis skills.View more details in the episode page!If you haven't explored our website yet, there is more episodes on hold for you there. Hosts: Lara Varpio, Jason Frank, Jonathan Sherbino, Linda SnellTechnical Producer: Samuel LundbergExecutive Producer: Teresa SöröProduction of Unit for teaching and learning at Karolinska Institutet
Defi Technologies provides access to institutional grade exposure to digital assets through ETPs, strategic ventures, and Web3 infrastructure. In this episode, Adam Torres and Russell Starr, Former CEO & Current Head of Capital Markets at Defi Technologies, explore Defi Technologies and its recent acquisition of Reflexivity from Anthony Pompliano.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/Support the showMore FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia
Defi Technologies provides access to institutional grade exposure to digital assets through ETPs, strategic ventures, and Web3 infrastructure. In this episode, Adam Torres and Russell Starr, Former CEO & Current Head of Capital Markets at Defi Technologies, explore Defi Technologies and its recent acquisition of Reflexivity from Anthony Pompliano. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia
Join Alex Tapscott and Andrew Young as they decode the world of DeFi and Web3. Listen in as they discuss this past week's Bitcoin-led market rally, their current takes on the crypto market and what's next, gaining digital asset exposure through MicroStrategy vs. Bitcoin ETFs, the potential for SEC approval on Ethereum ETFs, the emergence of Bitcoin layer 2s and some exciting projects, Uniswap Foundation's proposal to distribute protocol revenue to token holders, Coinbase's app store ranking and significance, Andrew's Bitcoin story, Bitcoin reflexivity, and more!
On this episode we talk about a recent memo on how investors can influence businesses and what is difference between being a public versus private company. The memo we draw on is called "From Private to Public Markets: The Detrimental Impact of Investors' Expectations" and can be found here. We recently found out we have a *duplicate Spotify feed* and will be *removing* it this week. Please follow this correct Spotify feed just called "The Synopsis" to keep getting our content! -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:21) Two Extremes of Investing (6:49) Reflexivity, Difference Between Analyst and Operator (19:36) Risk Embedded in Assumptions were Too High, Illustration (23:57) The Role of Narrative (28:24) Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
(1/30/24) Mega-cap Earnings reporting continues with Microsoft reporting today; companies are meeting (lowered0 expectations, but not blowing the doors off. Valuations & Reflexivity Theory teaser, FOMC Meeting preview: Will the Fed begin to cut rates sooner? Markets set another all-time high. Housing dynamics: Pricing & Size and living on $30k/year. Why the cost of Housing has risen as a result of Fed policy & mortgage rule changes. Why Elizabeth Warren is pushing Jerome Powell to lower rates "to expand affordable housing" vs how to really do it. How the Patriot Party ruined a perfectly good name; George Soros' Theory of Reflexivity & economic bubbles; predicting the future: change comes gradually. Markets are good at reflecting reality, and all markets care about now is the Fed. SEG-1: Markets Setting New, All-time Highs SEG-2: Housing Dynamics & Living on $30k a Year SEG-3: Patriot Party & George Soros' Theory of Reflexivity, Pt.1 SEG-4: George Soros' Theory of Reflexivity, Pt.2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show video here: https://www.youtube.com/watch?v=3d7ofQV-mo4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "The All-time Highs Continue," is here: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator ------- Our previous show is here: "Money Market Myths that Won't Die" https://www.youtube.com/watch?v=RNSG69aydLo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2689s -------- Articles Mentioned in this Show: “Theory Of Reflexivity” And Does It Matter?" https://realinvestmentadvice.com/theory-of-reflexivity-and-does-it-matter/ "Money Market “Cash On The Sidelines” – A Myth That Won't Die" https://realinvestmentadvice.com/money-market-cash-on-the-sidelines-a-myth-that-wont-die/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketRally #MarketCorrection #MoneyMarketMyth #Reflexivity #GeorgeSoros #FederalReserve #GDP #Inflation #EarningsSeason #Markets #Money #Investing
(1/30/24) Mega-cap Earnings reporting continues with Microsoft reporting today; companies are meeting (lowered0 expectations, but not blowing the doors off. Valuations & Reflexivity Theory teaser, FOMC Meeting preview: Will the Fed begin to cut rates sooner? Markets set another all-time high. Housing dynamics: Pricing & Size and living on $30k/year. Why the cost of Housing has risen as a result of Fed policy & mortgage rule changes. Why Elizabeth Warren is pushing Jerome Powell to lower rates "to expand affordable housing" vs how to really do it. How the Patriot Party ruined a perfectly good name; George Soros' Theory of Reflexivity & economic bubbles; predicting the future: change comes gradually. Markets are good at reflecting reality, and all markets care about now is the Fed. SEG-1: Markets Setting New, All-time Highs SEG-2: Housing Dynamics & Living on $30k a Year SEG-3: Patriot Party & George Soros' Theory of Reflexivity, Pt.1 SEG-4: George Soros' Theory of Reflexivity, Pt.2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show video here: https://www.youtube.com/watch?v=3d7ofQV-mo4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "The All-time Highs Continue," is here: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator ------- Our previous show is here: "Money Market Myths that Won't Die" https://www.youtube.com/watch?v=RNSG69aydLo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2689s -------- Articles Mentioned in this Show: “Theory Of Reflexivity” And Does It Matter?" https://realinvestmentadvice.com/theory-of-reflexivity-and-does-it-matter/ "Money Market “Cash On The Sidelines” – A Myth That Won't Die" https://realinvestmentadvice.com/money-market-cash-on-the-sidelines-a-myth-that-wont-die/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketRally #MarketCorrection #MoneyMarketMyth #Reflexivity #GeorgeSoros #FederalReserve #GDP #Inflation #EarningsSeason #Markets #Money #Investing
(1/29/24) Markets look to wrap up January on an upward trend, but this week's FOMC meeting could affect that slope. the problem w economic data on the surface: Increasing GDP growth by adding debt. Who will provide the best policy mix to create stronger growth? Markets continue to rally as lowered earnings estimates and bigger beats provide support. Deviations from averages are difficult to maintain; look for market correction in the weaker month of February. Mega-cap companies are set to report this week and may sell-off. The myth of cash on the sidelines: Where does that money come from? Credit markets & the Federal Reserve: What could happen as more and more Americans own stocks? Buying Blue Chips cheap: the price we're willing to pay has accelerated (watch for article this week on "The Theory of Reflexivity). The Fed is a market manipulator par excellence; there will be payback eventually. You cannot run an economy on monetary manipulation & debt expansion. How markets are like a hive of human intelligence. SEG-1: Wrapping Up Januaryt: The Problem with Surface Data SEG-2: The Myth of Cash on the Sidelines SEG-3: Credit markets & The Federal Reserve SEG-4: Buying Blue Chips Cheap Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show video here: https://www.youtube.com/watch?v=RNSG69aydLo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2689s -------- The latest installment of our new feature, Before the Bell, "Time to Trim Portfolios? is here: https://www.youtube.com/watch?v=4j2RciIkewo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Tax Changes for 2024 You Need to Know" https://www.youtube.com/watch?v=wR1pGhFVhOw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2583s -------- Articles Mentioned in this Show: "Money Market “Cash On The Sidelines” – A Myth That Won't Die" https://realinvestmentadvice.com/money-market-cash-on-the-sidelines-a-myth-that-wont-die/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketRally #MarketCorrection #MoneyMarketMyth #SidelineCash #FederalReserve #GDP #Inflation #EarningsSeason #Markets #Money #Investing
(1/29/24) Markets look to wrap up January on an upward trend, but this week's FOMC meeting could affect that slope. the problem w economic data on the surface: Increasing GDP growth by adding debt. Who will provide the best policy mix to create stronger growth? Markets continue to rally as lowered earnings estimates and bigger beats provide support. Deviations from averages are difficult to maintain; look for market correction in the weaker month of February. Mega-cap companies are set to report this week and may sell-off. The myth of cash on the sidelines: Where does that money come from? Credit markets & the Federal Reserve: What could happen as more and more Americans own stocks? Buying Blue Chips cheap: the price we're willing to pay has accelerated (watch for article this week on "The Theory of Reflexivity). The Fed is a market manipulator par excellence; there will be payback eventually. You cannot run an economy on monetary manipulation & debt expansion. How markets are like a hive of human intelligence. SEG-1: Wrapping Up Januaryt: The Problem with Surface Data SEG-2: The Myth of Cash on the Sidelines SEG-3: Credit markets & The Federal Reserve SEG-4: Buying Blue Chips Cheap Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show video here: https://www.youtube.com/watch?v=RNSG69aydLo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2689s -------- The latest installment of our new feature, Before the Bell, "Time to Trim Portfolios? is here: https://www.youtube.com/watch?v=4j2RciIkewo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Tax Changes for 2024 You Need to Know" https://www.youtube.com/watch?v=wR1pGhFVhOw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2583s -------- Articles Mentioned in this Show: "Money Market “Cash On The Sidelines” – A Myth That Won't Die" https://realinvestmentadvice.com/money-market-cash-on-the-sidelines-a-myth-that-wont-die/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketRally #MarketCorrection #MoneyMarketMyth #SidelineCash #FederalReserve #GDP #Inflation #EarningsSeason #Markets #Money #Investing
Today's episode is a joint podcast with the team at Reflexivity Research and the team at Elementus. From Reflexivity, we have Will Clemente (Founder). From Elementus we have, Max Galka (Founder & CEO) and Alex Mologoko (Head of Research). This conversation covers a brand new massive report covering year-in-review of 2023 of everything that happened on-chain. Topics include bitcoin rally, open interest, wallet activity, inscriptions, stablecoins, and more. ======================= Introducing Espresso - the world's most interactive portable display. They have a portable screen that is incredibly light, comes with a nice stand, and the user interface is very easy. Anyone who listens to this podcast can go to us.espres.so/pomp. They have a brand new offer waiting for you. ======================= BetOnline.ag is a proud sponsor of the the Pomp Podcast. Use crypto to bet on sports, play poker and enjoy casino games at BetOnline. Visit https://promotions.betonline.ag/pomp and use promo code POMP100 to receive a 100% matching bonus on any crypto deposit. BetOnline boasts no crypto transaction fees, and processing is anonymous, instantaneous and secure. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
New Discourses Bullets, Ep. 79 A magic word for Woke Marxists and their shrewd handlers is "reflexivity." Reflexivity is the energy that makes revolutions go. Most of us, since we're not wizards who want to manipulate society to our own ends, don't think in reflexive terms, and so we not only fail to recognize the use of reflexive political warfare tactics against us, we also tend to fall for them. In this episode of New Discourses Bullets, host James Lindsay introduces the concept of reflexivity. Join him to learn to recognize the building of reflexive potential, the explosion into a reflexive environment, and what you can do about it. Get James Lindsay's book, The Marxification of Education: https://amzn.to/3RYZ0tY Support New Discourses: https://newdiscourses.com/support Follow New Discourses on other platforms: https://newdiscourses.com/subscribe Follow James Lindsay: https://linktr.ee/conceptualjames © 2024 New Discourses. All rights reserved. #NewDiscourses #JamesLindsay #Reflexivity
Hari Krishnan, head of volatility strategies as SCT Capital Management, returns to Forward Guidance to share his many findings from his recent research on commodity investing. Krishnan and Farley also discuss the weather, the continuing dispersion between interest rate volatility and equity market volatility, and if the bond market really is smarter than the stock market. Filmed on December 19, 2024. Today's interview is sponsored by Public. Add fixed income to your portfolio with corporate, Treasury, and municipal bonds. Go to https://public.com/forwardguidance to get started. __ Follow Hari Krishnan on Twitter https://twitter.com/HariPKrishnan2 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:38) Hari's Journey Into Commodities (10:10) Finding Upside Convexity In Commodity Options (17:35) Corn (21:41) Copper and Metals (22:53) Natural Gas Is Similar To The VIX (most Contango) (27:27) Seasonality (30:49) Commodity Stocks (34:08) Structural Bull Case For Commodities (38:57) What's Harder - Predicting Weather or Predicting The Stock Market? (41:22) Bread and Butter Volatility Trading (44:32) Views On VIX & Implied Volatility (50:17) Examples of Other "Disaster Trades" In The Volatility World (51:31) Rate Volatility Is Much Higher Than Equity Volatility - Why? (55:12) Is The Stock Market Smarter Than The Bond Market? (01:02:53) Reflexivity, Explained __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
This episode features an in-depth discussion with Bitcoin analyst Dylan LeClair, who shares his comprehensive view of Bitcoin's role in the global economic framework. Dylan shares his journey into Bitcoin, delving into his analytical approach and insights on macroeconomic cycles, Bitcoin's impact on energy consumption, and the future of global finance. Key Points Discussed:
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in! -- Follow Tim: https://www.linkedin.com/in/tim-j-grant/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (06:00) Investing In Crypto (13:23) Web2 vs Web3 (20:41) DAS London Plug (21:42) Reflexivity In Crypto (29:23) The Bitcoin ETF (39:52) Blockworks Research ad (40:40) The Best Opportunities In Crypto -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
In this episode I speak with Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast.This episode is all about the nature of risk. More specifically, the endogenous risk that can manifest in markets. We discuss the crash of 1987, Long-Term Capital Management, the Financial Crisis of 2008, the XIV implosion of February 2018, and the 2020 COVID crisis.With these crises in mind, we touches upon topics such as reflexivity, crowding, risk recycling, and the evolving role of the Fed. Dean also shares his thoughts about the nature of risk, how it is woven into the fabric of markets, and why it seems like there's a crisis every 11 years.For those who love to think about risk and the nature of markets, this episode is for you.So sit back, relax, and enjoy this episode of Flirting with Models with Dean Curnutt.
Thomas Felix Creighton interviews author Ian Robson about reflective leadership. Welcome to Emerald Podcast Series. Join our hosts as they talk to experts using their research to create real impact in society. In each episode we explore the role research plays in our modern world, and ask how it can contribute to solving the complex environmental, economic, social and political challenges facing our planet.
This week's guest is Bruno Pesec. Ron and Bruno discussed journaling, practical tips for reflection, and the relationship between lean, change, and reflexivity. You won't want to skip this one! An MP3 audio version of this episode is available for download here. In this episode you'll learn: The quote that Masaaki Imai shared with Bruno (2:57) His background (3:52) The relationship between lean, change, and reflexivity (5:03) How Bruno approaches journaling (14:12) The four territories of experience (19:50) Practical tips for reflection (22:39) How often he practices reflexivity (25:56) Podcast Resources Right Click to Download this Podcast as an MP3 Bruno on LinkedIn Bruno's Website Bruno on Twitter Bruno's Article on Reflexivity Get All the Latest News from Gemba Academy Our newsletter is a great way to receive updates on new courses, blog posts, and more. Sign up here. What Do You Think? Do you journal? Describe your approach.
In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:04) How to Spot Mispriced Volatility (16:34) Evaluating the GBTC Trade (24:13) Blackrock's BTC ETF Filing (28:02) What's Going on with Alts? (33:02) The Bifurcation of Crypto (38:40) Reflexivity and Macro Bullishness (41:52) Pre-Positioning Telegraphed Events (44:25) Miners are Pivoting to AI - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
Anil Patel talks about his new book, The Bitcoin Handbook. There are many different fields of study Bitcoin touches that it can be difficult for people to grasp all the complexity in harmonizing concepts that are happening on this protocol. In this interview, Anil went on an intellectual journey simplifying and stitching it all together.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro01:15 - What was Anil trying to accomplish with the book?06:59 - Of all the mental models and paradoxes mentioned in the book, what does Anil find the most profound?12:22 - What is Jevon's Paradox?23:39 - Network Effects.29:52 - Reflexivity and how it applies to Bitcoin.32:56 - Why are the laws of Thermodynamics important?38:25 - Gall's Law.43:44 - What is the intransigent minority and why is it important53:31 - What is something the Bitcoin community could do better?57:50 - Anil's favorite books.01:00:09 - Why is it hard to be a Bitcoiner?BOOKS AND RESOURCESAnil's Twitter.Anil's book, The Bitcoin Handbook.How Innovation Works by Matt Ridley.Energy and Civilization: A History by Vaclav Smil.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in Bitcoin with confidence on River. It's the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Join over 5k investors in the data security revolution with Atakama.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Enjoy flexibility and support with free cancellation, payment options, and 24/7 service when booking travel experiences with Viator. Download the Viator app NOW and use code VIATOR10 for 10% off your first booking.Send, spend, and receive money around the world easily with Wise.Choose Toyota for your next vehicle - SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Joe interviews Jessica "Jaz" Cadoch & Sovereign Oshumare: Co-Founders of ALKEMI, a consulting firm for psychedelic ethics and accountability. They discuss the Prop 122 conflict, what true access means, and more. www.psychedelicstoday.com
One River Asset Management founder & CIO Eric Peters returns as this week's feature interview guest. We'll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we've moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7 Download Big Picture Trading chartbook
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