Podcasts about Rolling

In today's episode, Natalia has a medical emergency, Sonny came home and Stef made a new friend while taking Xander to tour UCSB and much much more!Go to Quince dot com slash fcol for free shipping on your order and 365-day returns. Viiahemp.com and use the code FCOL to receive 15% off, free shipping on orders over $100, AND if you're new to VIIA - get a free gift of your choiceIf you have OCD check out NOCD.com

Karo and Matt break down the three-man crew - why rolling three deep can feel like the sweet spot, and when it can backfire compared to pairs or bigger squads. It's the ultimate debate: is three really the magic number for friendship? Check out our new Audible Original THE BUDDY SYSTEM! Watch this episode on YouTube! Get MOTY merch at manoftheyearpodcast.com Man of the Year on Instagram, YouTube, and TikTok Matt Ritter on Instagram, TikTok, and X Aaron Karo on Instagram, TikTok, and X Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump's expansion of tariffs, which includes a new ⁠25% duty on imported medium and heavy-duty trucks⁠ is set to begin November 1st. This decision follows a federal probe under Section 232 of the Trade Expansion Act and is aimed at protecting U.S. manufacturers like Peterbilt and Kenworth. The broadcast also covers the escalating labor situation at Canada Post, which has presented a scaled-back offer to ⁠50,000 striking mail carriers⁠ that increases the likelihood of job cuts. The company's proposed collective bargaining agreement no longer includes a signing bonus due to its deteriorating financial position and plans to eliminate lifetime job security provisions for urban unit employees. Furthermore, the U.S. Department of Transportation has issued an emergency federal order leading to ⁠California and Oregon suspending the issuance of non-domiciled CDLs⁠. This crackdown follows an FMCSA audit that found widespread non-compliance, including that more than 25% of California's non-domiciled CDLs were improperly issued. Don't miss the upcoming FreightWaves TV programming, including ⁠Loaded and Rolling⁠ and ⁠Check Call⁠. You can also join the leaders shaping the future of freight at the F3: Future of Freight Festival in Chattanooga, Tennessee, which is just two weeks away. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Loaded and Rolling, we're joined by Dean Marris, Chief Data Science Officer, and Craig Marris, Chief Sustainability Officer at EROAD, to discuss the intersection of sustainability and artificial intelligence in the trucking industry. They explore how fleets can leverage technology to navigate the "messy middle" of transitioning to more sustainable practices while maintaining profitability. Topics covered in this episode include: Digital Twin Simulation: Learn how fleets can use digital twins to test and de-risk the transition to alternative fuels and electric vehicles before making significant investments. AI for Efficiency: Discover how AI is helping to reduce waste in the supply chain, from minimizing empty miles to preventing food spoilage in reefers. Safety Innovations: Hear about the latest in AI-powered multi-camera systems that are improving driver safety by reducing blind spots and preventing collisions. The Power of Data Sharing: Understand why collaboration and data sharing between carriers, shippers, and OEMs are crucial for achieving industry-wide sustainability and safety goals. ⁠⁠Follow the Loaded and Rolling Podcast⁠⁠ ⁠⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Karl Ravech and Buster recap an exciting weekend of ALDS and NLDS action. They discuss the Blue Jays pitching vexing the Yankee offense, Trey Yesavage doing damage in his fourth major league start, Jorge Polanco figuring out Tarik Skubal, the Dodgers plugging their bullpen with Tyler Glasnow and Roki Sasaki, the Cubs lacking pitching options, and the Rangers hiring Skip Schumacher. Later, Sarah Langs plays The Numbers Game. CALL THE SHOW: 406-404-8460 EMAIL THE SHOW: BleacherTweets@gmail.com REACH OUT ON X: #BLEACHERTWEETS 16:25 Karl Ravech 45:49 Sarah Langs 46:53 Bleacher Tweets Learn more about your ad choices. Visit podcastchoices.com/adchoices

Karl Ravech and Buster recap an exciting weekend of ALDS and NLDS action. They discuss the Blue Jays pitching vexing the Yankee offense, Trey Yesavage doing damage in his fourth major league start, Jorge Polanco figuring out Tarik Skubal, the Dodgers plugging their bullpen with Tyler Glasnow and Roki Sasaki, the Cubs lacking pitching options, and the Rangers hiring Skip Schumacher. Later, Sarah Langs plays The Numbers Game. CALL THE SHOW: 406-404-8460 EMAIL THE SHOW: BleacherTweets@gmail.com REACH OUT ON X: #BLEACHERTWEETS 16:25 Karl Ravech 45:49 Sarah Langs 46:53 Bleacher Tweets Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rich makes the case for the Detroit Lions as the best team in the NFC and the Indianapolis Colts as the class of the AFC, and explains why the Cincinnati Bengals should trade for New York Giants third-string QB Jameis Winston. Rich breaks down the NFC East landscape following the Philadelphia Eagles' Week 5 loss combined with the Washington Commanders' and Dallas Cowboy's wins to tighten things up in the division. ‘No-Contest Wrestling' podcast co-host O'Shea Jackson Jr. joins Rich Eisen in-studio to discuss the Dodgers vs Phillies NLDS matchup. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Health insurance or health cost-sharing—which is the better fit for your family? With open enrollment upon us, it's the perfect moment to explore your choices. Joining me today is Lauren Gajdek to highlight the key differences between health insurance and health cost-sharing.Lauren Gajdek is the Senior Director of External Affairs at Christian Healthcare Ministries (CHM), an underwriter of Faith & Finance. The Landscape of Traditional Health InsuranceOpen enrollment season is right around the corner—running from November 1 through January 15, 2026. For most people, that means navigating the world of traditional health insurance. These plans typically require you to select doctors and specialists within a designated provider network, often necessitating referrals or pre-authorization before receiving care.While insurance companies provide coverage, their structure can come at a high cost. Premiums and deductibles are often steep, and because insurers operate for profit, patient care and affordability don't always align. For many families, this creates a significant financial burden.How Health Cost Sharing Is DifferentHealth cost-sharing ministries, such as CHM, offer a unique alternative. The end result is the same—your medical bills are taken care of—but the process looks very different.No provider networks: Members are free to choose their own doctors and hospitals.Nonprofit model: Unlike insurance companies, CHM is a ministry. Members send in a set monthly contribution, which is pooled together to reimburse medical costs.Community approach: Instead of being absorbed into a bureaucratic system, members know that their contributions directly help fellow believers in need.Since its founding, CHM has facilitated over $10 billion in shared medical bills.How Does Health Cost-Sharing Work?Here's how it works for a typical family:Choose your provider. Members can see any doctor or hospital as long as the treatment fits CHM's guidelines.Identify as self-pay. This allows members to receive significant discounts often, sometimes as high as 40%.Submit bills to CHM. The ministry coordinates with providers as needed. In the meantime, members may set up a temporary payment plan until reimbursement arrives.The process is straightforward, designed to give families peace of mind while also offering flexibility and savings.What to Keep in Mind During Open EnrollmentWhen weighing your options, consider more than just the monthly premium. Ask:How much am I actually paying out-of-pocket after deductibles, co-pays, and coinsurance?Will my coverage travel with me if I go out of state—or out of the country?With CHM, members don't face co-pays or coinsurance, and qualifying medical bills are shared 100% according to ministry guidelines. Additionally, portability makes it an appealing option for families who want flexibility, regardless of where life takes them.A Biblical Approach to HealthcareAt its core, CHM is more than a healthcare solution—it's a ministry. Members not only share medical expenses but also pray for one another and receive prayer support in return. Every monthly contribution is a gift that directly helps another member in need.CHM reflects biblical principles of bearing one another's burdens while providing a practical, affordable path to healthcare.To explore whether health cost sharing is right for your family this open enrollment season, visit CHMinistries.org/Faith.On Today's Program, Rob Answers Listener Questions:I'm refinancing my home and am unsure whether I should roll the closing costs into the new loan or pay them from my investments or retirement accounts. Rolling them into the loan would lower my monthly payment, but is that the wisest choice financially—and biblically?Could you explain where the funds actually come from with a reverse mortgage, who technically owns the home in this arrangement, and whether the FHA backs the loan?My wife and I recently took a required minimum distribution from her IRA and made a qualified charitable distribution to our church. They told us it wasn't tax-deductible and wouldn't issue a receipt. What does the IRS actually require in this situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Christian Healthcare Ministries (CHM)Understanding Reverse: Simplifying the Reverse Mortgage by Dan HultquistWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifesting our way to Bert Kreischer, Chelsea's big work announcement and unwanted roommate attention, Lindsay on Love is Blind, and we have Taylor Swift's next big song.Bits and Clips00:00 We finally got a Labubu!02:55 Epic weekend adventures05:31 Rolling on 22s08:24 Bert Kreischer14:05 Shenanigans16:19 Manifesting our new jobs19:05 Chelsea's roommate is in love with her23:58 Happy anniversary25:16 Should we do Ayahuasca?26:42 TikTok battles29:34 Just because you can connect with anyone, doesn't mean you should30:58 Power Cord Chaos 32:01  Love is Blind Recap37:23 Celebrity Updates40:36 Billionaires are ok with us41:56 Taylor Swift's New Album - we weren't wrong45:16 we are soooo close to being famousSend us a textSupport the showShare this episode with your besties! Connect with Honestly Smartlesshonestlysmartless.comIG: @honestlysmartlessTikTok: @honestlysmartlessChelsea's IG: @chelsea_turanoLindsay's IG: @dr.lindsayregehrYouTube: Honestly Smartless Send us a text Support the show and will give you a shout out

Joe Brigham and Luke Harvey had huge games to help Rolling Meadows dispatch Buffalo Grove 59-27 on Friday.Become a supporter of this podcast: https://www.spreaker.com/podcast/friday-night-drive--3534096/support.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The markets have been ripping higher, and everyone's asking the same question: is it time to take profits, or is there more room to run? In this video we break down whether the market is truly overbought, what history tells us about similar setups, and how to use data-driven strategies to stay ahead.We'll start with the value zone indicator, a free tool that helps identify when price action is stretched too far above the 20 EMA. It highlights when markets are extended and at risk of snapping back. Right now both the S&P 500 and Nasdaq are outside of that zone, which raises the possibility of a pullback. Combined with fear and greed readings showing extreme greed, traders need to be prepared for quick shifts in sentiment.Here's what you'll discover in this session:➡️ How to use the value zone to avoid chasing extended trades➡️ Why fear and greed indicators matter when the market feels “too easy”➡️ How to spot market breadth crossovers across sectors like utilities, healthcare, and industrials➡️ The math behind rolling options trades using ATR moves➡️ When to roll up, roll out, or take credit to reduce risk➡️ Why liquidity standards are key when managing option rolls➡️ How to pick the best opportunities from the OVTLYR screener when funds are limited➡️ The backtested performance of Plans M, A, and ETF and when to apply each oneWe also dive into rolling strategies with real examples, showing how to take profits while keeping trades alive. Rolling options the right way reduces risk, frees up capital, and keeps you positioned for further gains. You'll see why liquidity, extrinsic value, and ATR triggers matter when deciding the perfect moment to roll.On top of that, we answer community questions about choosing between Plan A and Plan M, when to deploy Plan ETF, and how to handle situations where signals aren't yet available. With OVTLYR, you'll soon have access to thousands more stocks, complete with buy and sell signals, fear and greed heatmaps, and backtested data. No more guesswork, no more “trust me, bro.” Just proven results.This video also emphasizes the importance of risk management and position sizing. Big portfolios often get spread too thin, but the smartest traders know that fewer, well-sized trades built on strong data beat holding dozens of random stocks. With backtested returns showing why Plan M is the most profitable and how Plan ETF protects you during weaker setups, you'll walk away with clarity on exactly how to adapt your trading plan.If you're ready to stop trading on emotions and start using strategies backed by data and proven by results, this video is for you. Learn how OVTLYR helps traders save time, reduce risk, and win more consistently.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

This week on Happily Ever Banter, Uncle Dale and Crystal “Kiki” Mills dive into holiday season fun. From planning Halloween costumes to debating whether it's too early to start decorating for Christmas, they share their takes along with updates on everything the kids are up to. Meanwhile, Dale is sticking with his cold plunge routine and opening up about the effects he's feeling as the challenge continues. Curious about cold plunging? Learn more here: https://titanplunge.com/?ref=DALES Produced by Magnus of Manigold Multimedia Sponsored by Key T Wellness and Ressentials Health #HappilyEverBanter #UncleDale #KikiMills #OutDaughtered #Podcast #Halloween #ChristmasDecorating #ColdPlunge #TitanPlunge #ManigoldMultimedia #KeyTWellness #Ressentials

On today's episode, cohosts Yasmin Gagne and Josh Christensen discuss the latest news in business and innovation. Topics include the federal government shutdown, YouTube settling a lawsuit and paying out $24.5 million to Trump, and a roundup of the latest AI developments.    Next, Josh and Yaz speak to senior writer Ainsley Harris about the reproductive technology startup Orchid. They discuss how the company is allowing parents using IVF to screen their embryos for not only genetic anomalies but also to assess the statistical risks for developing hundreds of diseases, from diabetes to cancer. But, to some, the technology blurs the line between disease prevention and “designer babies” for those who can afford the high price of screening.   Finally, Josh interviews House of Highlights vice president and GM Drew Muller about how they built their brand, creating original content, long-form franchises, and even a sports league of their own. For more of the latest business and innovation news, go to https://www.fastcompany.com/newsTo read Ainsley Harris's reporting on Orchid:https://www.fastcompany.com/91396712/silicon-valley-wants-you-to-stop-rolling-the-dice-about-your-future-babys-health

This week, Jake and Bob welcome Fr. Matthew Rolling to the show to discuss healing through the lens of Thomistic philosophy. The path to healing isn't a straight path and sometimes our experiences in life cloud our perception of reality. Fr. Matthew explains why philosophy helps us find truth and how it can redirect us when we become confused within our healing journeys. They also explore how sin affects healing, the role of our passions, and the importance of grace.   Key Points: Philosophy helps us find the truth about reality Not all questions can be answered by human reason alone The human person is a union of body and soul We should not let our experiences define our reality Our desires have the ability to lead us towards what is inherently good Grace perfects nature, it does not destroy it   Resources: The Glorious Freedom of the Children of God by Fr. Matthew Rolling (Available soon for purchase here) St. Gregory the Great Seminary Diocese of Lincoln Healing Professionals Virtual Workshop   Chapters: 00:00:00 Introduction 00:04:09 The Importance of Philosophy in Healing 00:09:08 The Error of Experiences Defining Reality 00:15:44 Understanding the Human Person as Body and Soul 00:22:13 The Relationship Between Sin and Wounds 00:25:20 Passions, Emotions, and Apparent Goods 00:34:30 Trauma and the Healing Process 00:41:57 Dealing with Desire, Fear, Joy, and Sorrow 00:47:42 How Grace and Virtue Lead to Healing 00:57:01 Discerning Truth in All Things Connect with Restore the Glory:  Instagram: @restoretheglorypodcast  Twitter: @RestoreGloryPod Facebook: Restore the Glory Podcast   Never miss out on an episode by hitting the subscribe button right now! Help other people find the show and grow in holiness by sharing this podcast with them individually or on your social media. Thanks!

0:18: Week 5 is right around the corner for the 49ers, and the list of potentially available WRs is wild:1:54: Mac Jones might be back in the lineup in place of Brock Purdy18:09: The 49ers' special teams problems have always been far more than just the jettisoned Jake Moody25:31: The effect of Kittle and Aiyuk's absence on the run game — yes, the run game33:52: “The Jonathan Kuminga situation is over — for now”40:43: Even if the odds are stacked in the Rams' favor, “weird things happen against division rivals”47:57: Today in history: Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CSX Corp. announced a surprising leadership change, naming Steve Angel as president and CEO, effective last Sunday, succeeding Joe Hinrichs. The move follows activist investor calls for Hinrichs to step down as CSX's metrics trailed other Class I carriers. California has officially gutted the two largest components of its Advanced Clean Fleets rule that would have impacted trucking in the state. This withdrawal was inevitable after the California Air Resources Board yanked its request for an EPA waiver in the face of the imminent Trump administration. New federal data ranks Wyoming as the deadliest state for truck crashes per capita, followed by New Mexico and Mississippi. You can read more about the findings, based on National Highway Traffic Safety Administration data which also noted that Texas ranked first for the overall total number of fatalities. Tune into FreightWaves TV later today for Check Call with Mary O'Connell and Loaded and Rolling with Thomas Watson. Also, remember that we are less than three weeks away from the Future of Freight Festival (F3) in Chattanooga, Tennessee, so register soon to save money off your ticket. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode Stefan Heck, CEO of Nauto joins us to talk about the technology and processes behind fleet vehicle safety technology and how artificial intelligence and machine learning are changing how fleets handle safety. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

do not postpone love, roll in it like arancini

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Scott Boatwright, CEO of Chipotle, shares his journey from humble beginnings to leading one of America's most recognizable brands. He reflects on his personal experience with food insecurity, Chipotle's work with No Kid Hungry, and why the restaurant industry is uniquely positioned to help solve childhood hunger. Scott also opens up about leadership, building a mission-driven culture, and the ongoing fight to ensure every child has access to nutritious meals. Episode Credits:Produced by: Branded Hospitality MediaHosted by: Michael Schatzberg, JImmy FrischlingProducer: Julie ZuckerCreative Director: Adam LevineShow Runner: Drewe RaimiPost Production: Three Cheers Creativewww.thehospitalityhangout.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The entirety of DJ & PK for Septembeer 30, 2025: HOUR ONE Bronco Mendenhall, Utah State Football Austin Ainge, Utah Jazz President of Basketball Operations Kalani Sitake, BYU Football HOUR TWO What is Trending: NFL, CFB, NBA, MLB, NHL Hot Takes or Toast: All is well with the Utah Utes? Good times rolling in Provo? HOUR THREE Frank Dolce, Former Utah Quarterback Money talks and rules in college sports Welcome to the sports equinox HOUR FOUR Shehan Jeyarajah, CBS Sports Slacker Radio Headlines Feedback of the Day

Hour two of DJ & PK for September 30, 2025: What is Trending: NFL, CFB, NBA, MLB, NHL Hot Takes or Toast: All is well with the Utah Utes? Good times rolling in Provo?

CSX Corp. announced a surprising leadership change, naming Steve Angel as president and CEO, effective last Sunday, succeeding Joe Hinrichs. The move follows activist investor calls for Hinrichs to step down as CSX's metrics trailed other Class I carriers. California has officially gutted the two largest components of its Advanced Clean Fleets rule that would have impacted trucking in the state. This withdrawal was inevitable after the California Air Resources Board yanked its request for an EPA waiver in the face of the imminent Trump administration. New federal data ranks Wyoming as the deadliest state for truck crashes per capita, followed by New Mexico and Mississippi. You can read more about the findings, based on National Highway Traffic Safety Administration data which also noted that Texas ranked first for the overall total number of fatalities. Tune into FreightWaves TV later today for Check Call with Mary O'Connell and Loaded and Rolling with Thomas Watson. Also, remember that we are less than three weeks away from the Future of Freight Festival (F3) in Chattanooga, Tennessee, so register soon to save money off your ticket. Learn more about your ad choices. Visit megaphone.fm/adchoices

Recap the sports weekend.

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Girlfriend's coworker walks in on me masturbating.In 2 parts, By rtyuuioyuih1. Listen to the ► Podcast at Connected. Chapter 1There was a knock at the door.I chose to ignore it. It was probably just the delivery guy with some package my girlfriend Abby, had ordered. He could just leave it in the hall. I was, shall we say, indisposed at the moment: in bed, pants off, headphones on,  you get the picture. My Abby was at work and I had chosen to spend my evening with a little stress relief. We have a healthy and active sex life, don't get me wrong. But there's something different about doing it yourself every now and then."Ben, open up!"God damn it. I recognized that voice. Although, I had never heard it here before. That was Abby's coworker, Emily. They were waitresses together at the place a couple buildings over. The nice thing about living downtown is that everywhere we needed to go, including work, was walking distance. I had met Emily on several occasions when I'd come by the restaurant. We had even gone out for drinks as a group after my girlfriend got off work.I always liked hanging out with Emily. She was genuinely sweet, funny, and enjoyable company. She was also, coincidentally, stacked. I can only guess of course, but I'd estimate she's 5'6", 110 pounds (10 of which were boobs), and maybe a 34E. She looked like a brunette Kate Upton. And clearly, I wasn't the only one who thought so. My girlfriend had raved about how nice Emily's boobs were, and would affectionately laugh at how her friend always seemed to show up to work with the back zipper pulled down, when rent was due. One night after drinks, I was feeling particularly brash, and on the walk home I confessed to my girlfriend that I found her friend difficult to look in the face. She playfully slapped my arm, but then conceded that she too struggled to make eye contact after a couple beers. That wasn't the only allusion my girlfriend made to her bi-curiosity, but that's a story for another time."Ben, hurry, I know you're in there! I only have a few minutes!"Whoops. How long had I left Emily knocking at the door? I guess my reminiscing had melded into my fantasizing. God damn it, "Coming!" I yelled to her. I thought I heard a small giggle from the hallway. I opened the door from my apartment only wide enough to stick my head out. I didn't necessarily want her to see the rest of me like this. "Hey, Emily, what's up?""Finally!" Emily said. "Your girlfriend told me you'd be home to let me in. Look, while we were doing our side work, I accidentally spilled marinara sauce all over my bodice. I don't have time to run all the way home, and your place is so close to work, and your girlfriend said I could clean it here.""Oh, um, sure. Of course. Um, come in, " I hoped my extra-long tee shirt would hide my dwindling erection. I wasn't sure how my girlfriend expected one of her shirts to fit Emily - my girlfriend is the hottest girl I know, but she's not as well-endowed as Emily; no one I'd ever met is as well-endowed as Emily.Emily pushed past me into the apartment. She gave me a quick look up and down, smirked, and said, "Cute outfit. Where's your girlfriend's dresser?""In the bedroom, to the left there," I informed her. I was so pleased to be of assistance to this wildly attractive, platonic friend that I briefly forgot the state of the bedroom. A little too late, I clamored to follow Emily in, hoping to subtly straighten up.Emily saw the sheets thrown back, the open laptop, the headphones. She looked back at me, starting with my boxers, and then flicking her eyes up to meet mine. She smirked, and said, "Don't worry. Your girlfriend warned me what I'd be interrupting."Great, I thought. I know girls talk, but I'd prefer these sorts of habits were more of a private matter between me and my girlfriend."And don't be embarrassed," Emily continued. "I spend my days off the same way."That shocked me. While my sex life had been pretty active since getting to college, and I had learned a lot about the world from the internet and my girlfriend, I had grown up in a very conservative household - the type where it was assumed girls didn't enjoy sex and that masturbation was an exclusively male past time. I was relieved to learn over the past couple years that those were all inaccurate assumptions.While I was reeling from Emily's brazen confession (and trying not to picture her in action until after she'd left), she had apparently chosen a shirt: one my girlfriend would probably consider over-sized and comfy, but might look tight and sexy on Emily's frame. Emily had exited to the living room, and I distractedly followed. "Well, I'm glad I was able to help. Are you gonna make it back to the restaurant in time for-"I froze mid-sentence. Emily had stripped off her one-piece right there in my living room - right there in front of me! Her boobs were as perfect as I had imagined. They didn't sag or droop an inch when released. Her nipples were tight and erect, right at the center of two perfect pink, quarter-sized areola."Ben? Ben. Ben!" Emily giggled and I became aware I'd missed the last several seconds of whatever she'd been saying. "Are you alright, Ben?" I nodded. "They're just tits, Ben. Although, I'm happy you like them." I nodded again. "Why don't you have a seat, Ben? You look like you're gonna fall over." Emily giggled again. I loved that giggle. She washed out the stain and grabbed a bath towel to pat the outfit dry. It was a black satin, so any wetness was not too noticeable."As I was saying," Emily continued, "I actually don't have to be back at work for a little while. It turns out they overscheduled us tonight. I just want to be back for the dinner rush. Seeing as we've got some time to kill, I thought maybe I'd hang out here for a little bit?"I finally found my voice. "That sounds great!" Too eager. "That sounds great," I repeated more measuredly. I'm not sure when Emily had put on my girlfriend's shirt, but I was finding it easier to think now - even despite her nipples poking so prominently through the thin cotton. "What do you want to do?""Well," Emily stretched out the word as she stretched her arms up to the ceiling, stretching the tits up to expose more of her midriff temporarily. She giggled again as she couldn't help but notice me noticing her body. "Maybe we could finish what you started?""What?""You know. You could go get your laptop and we could finish whatever you were watching. I'm always curious what other people are into.""I don't know, ""Come on, Ben, it'll be fun!" She bounced in her chair as she said so. I was still hesitating, so Emily got up and went back to the bedroom herself. She talked as she walked, "Look, it'll be harmless. You touch yourself; I'll touch myself. No harm, no foul."I finally gave up. This was too good an opportunity to miss. And she was right, if we both kept to ourselves, then we weren't doing anything too illicit, right? But then I remembered what I had been watching when Emily knocked."Oh," I heard from the doorway. "Busty college slut titty-fucks lucky guy," Emily read the title as she carried my laptop back to the living room. "I should have guessed. And she's a brunette too. Fantasizing about anyone in particular?" she teased me.I was so embarrassed. I don't always masturbate thinking about Emily,  but I'd be lying if I didn't say she's a lead actress in my mental entourage. I didn't know how this was supposed to proceed (my girlfriend knew I watched porn, but we had never watched together), so I was glad Emily was taking the lead. She set my laptop on the coffee table, sat down next to me, and cuddled up next to me. Already, we were touching, but I guess it wasn't sexual touching."I usually watch girl on girl," Emily casually informed me. "I just find the female form more sensual. But I can get off to this too."I was watching, but I couldn't pay attention. I was too nervous about what I was expected to do next, and I kept stealing glances at Emily's. Emily kept looking from the porn to me, back to the porn, and back to me. "Go ahead," she encouraged. "Finish what you started." When I hesitated, Emily stood up, unceremoniously shook her ass at me, and sat back down. That was enough for me. One glance at Emily's tight ass, and my cock popped through the flap of my boxers all by itself. "Finally!" Emily said. "That's what I've been waiting for."The porn was long-forgotten. I was too busy admiring Emily's fit body, the curve of her thighs, and the trimmed brunette triangle of hair just above her cunt lips. Likewise, Emily was too busy admiring my penis. It stood proudly erect, I want to believe it can get to 7 inches long and 4and a half inches around. "You've got some good equipment," she complimented me as casually as if we were comparing kitchen aid mixers. And with that, she got to work: she stuck three fingers of her right hand in her mouth, sucked them gratuitously, lowered them to her cunt, and began fingering her clit. I was awestruck and frozen in place. Rolling her eyes, Emily grabbed my right hand, licked my palm up to my fingertips, sucked three of my fingers into her mouth, and then placed my hand on my cock. I got the message and started stroking.We watched each other play for what felt like a lifetime. Every fidget of her fingers, every twitch of her thighs, every flutter of her eyelashes, and every gasp from her lips was burned into my memory forever. She knew exactly how to touch herself to get herself off, and I knew she was telling the truth when she said she spent her days off the same way I do. All too soon, her body tensed up and I knew she was on the verge of orgasm. Still, she surprised me one last time."Choke me," she demanded softly."What?"She looked me right in the eye, and said, "Choke me."I was too far gone to remember our "hands to ourselves" rule, so ever the accommodating host, I wrapped my left hand around her neck and squeezed. That pushed Emily over the edge and her whole body convulsed and shook with orgasm. Her fingers were a blur on her clit. Her face turned red and her lips clamped tightly shut. I almost came just at the sight of this powerful orgasm.When she finally opened her eyes and gasped for breath, I released my grip on her throat. She came down slowly and her breathing evened out. She looked me in the eyes again. "Thank you.""No, honestly, thank you! That was the sexiest thing I've ever seen.""Did you get off too?" Emily asked, while looking around for some evidence of my cum."No, not yet.""Is that due to performance anxiety, or wishful thinking?" Emily asked coyly."I was a bit distracted," I teased back."Well, I think I need to thank you for letting me in to borrow your sink" she suggested. My heart leapt as Emily slid to the floor in front of me. She grabbed my cock with her right hand, which was still wet from playing with her cunt. She started to jack me off, slowly but firmly. As I sunk into my seat on the couch, she leaned forward and licked all the way up my shaft, before sucking the head into her mouth. She rolled the head around and flicked her tongue on the underside. Then, she steadily and deliberately pushed my cock deeper and deeper into her throat until her nose was in my pubic hair. I twitched in her mouth, but held on for dear life. I didn't want this to end just yet. She pulled her head back off my penis and breathed in deeply, a trail of spit leading from my tip to her lips."Have you ever actually titty-fucked a busty college slut?" she asked me. I shook my head violently and Emily giggled. "Well, what are you waiting for?" She got up on her knees in front of me, bunched up my girlfriend's shirt until it covered her boobs but exposed her midriff again, and pulled me by my knees toward the front of the couch. She spit into her own cleavage and then rubbed it in. Seemingly frustrated by the lack of lubrication, her eyebrows furrowed briefly. Then, her eyes brightened as she reached down to her still dripping cunt, inserted one finger at a time between her lips, and then brought her now re-wetted hand to rub into her cleavage. Satisfied, she turned her attention back on me and thrust my penis between her luscious boobs. As she bounced her tits on my cock, I thought nothing could ever top this experience.I was glad I had already cum this afternoon and had been on round two when Emily knocked, or I never would've lasted as long as I did. The feeling of her big boobs squeezing my cock, the knowledge that her pussy juice was providing the lube, the sight of my cock peeking out of her cleavage, and the taboo of Emily wearing my girlfriend's shirt were leading me to orgasm quickly. Emily looked up at me with her big beautiful doe eyes and asked if I wanted to try one more thing with my little college slut. Of course I did.Emily extracted my cock from her tits, stood up, and walked around the coffee table. I watched her ass sway and wondered what she had in store for me next. Emily laid on her back on the coffee table with her head towards me, poked her chin toward the ceiling, looked me in the eye, and winked. That was all the invitation I needed. I got on my knees and roughly shoved my cock down her throat again. I fucked her face like I longed to fuck her cunt. Emily fondled my balls while I drove my cock in and out of her mouth recklessly. This final position was too much and I quickly told her, "I'm gonna cum!" I pulled out and reached to start jerking myself off, but Emily slapped my hand out of the way and took over finishing the job."Cum!" she ordered. "Cum all over my pretty little face. Cum all over my slutty little lips. Cum all over my tits in your girlfriend's tiny little shirt!" Who was I to refuse her request? After so much buildup, I came everywhere. I came on her pretty little face. I came on her slutty little lips. I came on her tits in my girlfriend's tiny little shirt.Emily smiled and giggled. "Yum, that was so much fun!" she exclaimed. She sat upright and turned to look at me. Her mascara was running down her cheeks, there was spit all over her face, cum was dangling off her nose and her chin, there were puddles of cum on her clavicle running down into her cleavage, and there were wet spots of cum on her shirt.In my post-cum clarity, I began to feel an inkling of guilt, but Emily promptly squashed that. "Your girlfriend was in on this by the way.""What!?""Your girlfriend was in on this. She spilled the marinara on me on purpose. She told me you'd be here masturbating. She told me you fantasized about my tits. She told me to get a little crazy with you. If you don't believe me, check your phone."My phone? Where was my phone? I ran to the bedroom to retrieve it, and there was a text from my girlfriend from half an hour ago. "Send me a photo of that little cum-slut!" I chuckled at how I'd been set up, and in admiration for my wonderful girlfriend. We'd talked about opening our relationship but only as a fantasy while we were fucking. I never thought she'd actually condone it."She wants a photo," I informed Emily. Emily smiled at me with cum still dripping off her face, with her nipples poking through my girlfriend's shirt, and with her neatly trimmed bush on display. She gave a peace sign as she posed for the photo."Send that to me too," Emily requested. I offered her a tissue, but she only cleaned up the mascara and then threw the tissue away. "I think I'll leave the cum there. At least until I get back to work. I heard it's good for the skin." Emily winked at me as she pulled on her jeans. "Hey, you should meet us for drinks after work. And no more jacking off between now and then! I don't think we're done with you just yet."Emily headed out the door, and I collapsed onto the couch. As I looked to my right, I saw Emily's black thong on the floor under the coffee table. My phone chimed, and I saw a new message had arrived. Emily had sent me a photo. She was back at work and she had taken a selfie in the bathroom mirror. My girlfriend was with her and was licking a glob of my cum off Emily's face. The message read, "I got some help cleaning up before I clocked in." Despite all it had been through today, my cock rallied to attention. It was going to be tough not masturbating again until I met up with these girls for drinks.Fun with girlfriend's coworker continues in bar after work.Chapter 2It seemed like midnight would never come, but finally I was walking into the bar my girlfriend and her coworkers frequent after work. I had thought abstaining from jacking off would be difficult, but honestly I was so worn out from my first round with Emily that I needed the time to refuel. I glanced around to our favorite spots in the bar and quickly found my girlfriend waving me over toward the corner booth.Like her coworkers, my girlfriend Abby was still dressed for work, in a black one-piece strapless maillot. It harkened to the days of the Playboy clubs. Her shoulder-length brown hair had been set free from the hair pins. Her 32C boobs had not been set free from her push-up uniform. She looked a bit like a 5'10" version of Anna Kendrick.Abby got up so I could slip past her into the booth. That left Abby at the end, me next, Emily in the middle, a girl I hadn't met after Emily, and another coworker (Beth? I think?) at the other end. "The guys are milling around the bar trying to get laid," Abby informed me. "Joke's on them, we snagged the hottest girl for our table!" The girl I hadn't met yet choked on her beer, glared briefly at Abby, and then stared down into her beer, blushing. "Oh I'm just teasing you! Ben, this shy little thing is Becky." Becky smiled at me and held out her hand. "She was one of my last tables tonight. She got stood up for a date - don't be embarrassed! He was probably a loser anyway! - She got stood up tonight, so we invited her out with us.""Nice to meet you, Becky." I reached across Emily to shake Becky's hand. Becky was cute. She looked like Kristen Stewart when she chooses to be blonde. On any other night, I would've enjoyed chatting up Becky, but tonight I was a bit distracted by what the hell would or would not happen with Emily and my girlfriend later. "Well, I should probably catch up a bit. Abby, will you let me out so I can go grab a drink?""I'll come too!" the coworker I was now sure is named Beth announced. "I'm due for another round." Beth followed me up to the bar."I'll have a pint of the rotating pale ale, whatever it is tonight. Whatever Beth is drinking, you know what, how about another round for that whole table in the corner. Thanks!""Aw, thanks Ben!" Beth leaned in to hug me. Then, just soft enough for me to hear, she said, "I hope you're expecting to get lucky tonight. Although, I suspect you already did. I walked into the bathroom at work earlier and found your girlfriend and Emily taking a pretty interesting photo. Was that all your cum I saw on Emily's face? By the look on Abby's face it must have tasted pretty good. I wouldn't mind getting a taste myself. If Abby's cool with it, of course.""Here are your drinks, Ben. On your tab?" the bartender interrupted.I nodded, as Beth took her beer off the tray. "Think about it!" Beth said as she winked at me and headed off to chat with one of the male waiters they worked with: Mark, or Mack, or Matt, or Chris, not important.I set the tray of drinks on the table and Abby got up to let me by. As I settled into the middle of the corner booth, I tried to get caught up on the conversation. Becky was a sophomore at the local college, studying engineering. Tonight was supposed to be her first date since high school, as she had preoccupied herself with her studies.I was already only half-listening, when I became further distracted by the feeling of a hand resting on my upper thigh. I turned to my girlfriend and saw her smirk, but she never broke eye contact with Becky."There must be a lot of guys in your classes to choose from. I wouldn't get too hung up on this one." Abby said casually, as she started pulling down my zipper with one hand. I definitely did not hear Becky's answer, as Abby fished my cock out and held it gently. Maybe I'm alone in this, but I love the feeling of starting out soft and growing in a girl's hand or mouth. As opposed to getting aroused and hard before even getting my pants off. Abby knew this about me. Lucky for me, she also finds it erotic to suck on me while I'm still soft, although I don't stay soft for long in her mouth. As Abby began stroking me under the table, I looked around the bar and sipped my beer, trying to not draw too much attention to myself. It felt like everyone knew and was talking about it, but I'm sure that was all in my head. The bar was dark and the benches were pushed in a little too far under the table.At some point, Becky excused herself to use the restroom. My girlfriend looked at me, then looked at Emily. I looked at Emily. Emily looked at me, then my girlfriend. I felt like the three of us were having a conversation, but that I didn't speak the same language as the two girls. Emily looked back at me, giggled, winked, and then slipped under the table. I looked at Abby, who smiled back at me. Next thing I knew, Abby's hand was gone and the now familiar feeling of Emily's lips had replaced it. I must've groaned involuntarily because Abby shushed me. But what was I supposed to do as I felt Emily's tongue trailing up one side of my cock and down the other? I just hoped that Abby's body, the purses on the floor, and the darkness of the bar would hide what we were doing.Becky returned to the table and slid back into her end of the bench, which was somewhat across from me in this corner booth. "Where's Emily?" Becky asked."Oh, she got tired of peanuts, so she went looking for a bigger snack," my girlfriend quipped."Oh, okay." Becky accepted. "So, how did you two meet?"I couldn't believe how casually my girlfriend was talking to this new girl, while her friend was under the table blowing me. Emily was getting so sloppy, I was sure my pants were gonna have a big wet spot on them from her spit. Meanwhile, the suction from her throat was pulling me in like Emily's uvula was

Get your 10-minute fantasy football edge: Bob Harris & Mike Dempsey break down today's NFL news + what it means for your team.  

This episode delivers a delightfully chaotic mix of everyday frustrations and apocalyptic humor. The hosts dive into their return-to-office woes, with Jeff hilariously describing their twice-weekly visits to an empty building where their only human interaction is with Krista, the cheerful cleaning lady.The conversation takes an unexpected turn as they discuss following Sam's dive into "rapture TikToks" and joking about drinking to mark failed apocalyptic predictions, creating a perfect blend of mundane office life and end-times comedy. From there, it's a wild ride through weekend adventures including Bills games, expensive concert complaints, bartending struggles with unhelpful coworkers, and an unforgettable encounter with someone cleaning their prosthetic leg outside a restaurant.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Most traders overcomplicate options. They chase hype, guess on signals, or hold contracts too long. In this workshop, we cut through the noise and show you exactly how to trade smarter with OVTLYR.The big question was about swing versus active signals. A lot of traders think swing is for stocks and active is for options, but that's not true. Swing signals give you the first entry, while active signals are a double confirmation. That's why active signals feel stronger — they layer on top of swing signals and filter out weak setups.We also cover why 21 days to expiration is the sweet spot for contracts. Too close to expiration and gamma risk skyrockets. Too far out and extrinsic value eats you alive. Right around 21 days balances cost, risk, and delta strength so your contracts act more like stock while keeping capital efficient.LEAPS sound good on paper, but in practice, they tie up too much money for too little return. This session explains why shorter-term deep in-the-money options almost always outperform long-dated contracts.Rolling trades is another major highlight. Rolling out and up for a credit is one of the most effective moves you can make. It cuts risk, locks in gains, and keeps your winning trend alive. But rolling for a debit? That's usually a bad idea. You'll see real examples of how to roll the right way.Risk management runs through everything here. We break down how to use ATR stops, when to apply emergency exits, and what backtested data really says about stop-loss levels. The takeaway: most trades never test your stops, but the few that do can wreck your account if you don't react fast.The session also tackles trading psychology. Options trading doesn't have to feel like gambling. The edge comes from patience, discipline, and knowing when to sit in cash instead of forcing trades. Some of the biggest returns come from waiting for the right conditions, not chasing every signal.Inside the video, you'll learn:➡️ How swing and active signals actually work together➡️ Why 21 days to expiration is the contract sweet spot➡️ The truth about LEAPS and why they rarely deliver➡️ How to roll correctly to keep trades alive and reduce risk➡️ Why ATR stops and emergency exits protect your account➡️ The role of patience and psychology in trading disciplineThis breakdown is designed to give you practical, proven tools you can apply right away. If you're ready to stop guessing and start trading with a plan, this workshop will show you how.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Scott Gulbransen is a multimedia journalist who covers the Las Vegas Raiders and is the longtime host of Silver and Black Today. In the first of two segments, Scott underscores the problems the Raiders already have encountered so early in the season, whether some fans already are jumping ship and what needs to change for the team, in particular offensively. The Christopher Gabriel Program ----------------------------------------------------------- Please Like, Comment and Follow 'The Christopher Gabriel Program' on all platforms: The Christopher Gabriel Program is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. --- The Christopher Gabriel Program | Website | Facebook | X | Instagram | --- Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

In this episode of Funny Business, Mike recaps his wedding weekend—from ice cream scoops instead of cake to Matt's best man speech and (accidentally?) calling guests “sons of b****es.” The guys also dive into the story of an ex-Mormon making $20K a month on OnlyFans just from voice notes, sparking ideas for their own audio side hustle. They debate the worst possible celebrity guests, defend petty “crimes” like jaywalking and rolling stops, unpack iOS 26, and ask the real question: did the rapture happen, or is it just allergy season?Follow Funny Business on Spotify for weekly episodes.More at: ⁠⁠⁠https://beacons.ai/funnybusinesspod⁠Note: The opinions expressed in this show are the hosts' views and not necessarily those of any business or organization. The podcast hosts are solely responsible for the content of this show.

It's kind of just more housekeeping/community notes... I got some great news this morning and some very bad news later in my day. Onward and upward.

Today on Valentine In The Morning: Listeners try to sum up adulthood in just one sentence—equal parts relatable and hilarious. Plus, we imagine the lineup for a “Still Kickin' It” tour, spotlighting legendary artists who are older but still rocking the stage.Listen live every weekday from 5–10am Pacific: https://www.iheart.com/live/1043-myfm-173/Website: 1043myfm.com/valentineInstagram: @ValentineInTheMorningFacebook: https://www.facebook.com/valentineinthemorningTikTok: @ValentineInTheMorning

"An Idiom is a group of words that suggest a meaning different than their specific words. Many of them come from the world of music and we have created a solid list. You will recognize a lot of them."

This week I'm joined by Kade Bidstrup, co-founder of Wet Birds Company and a fast-rising voice in the outdoor community. We dive into the highs and lows of Louisiana's teal season so far, sharing what we've seen out in the field and how the opener shaped up. Kade also talks about his journey into waterfowl hunting, the role the outdoors played in his upbringing, and how he's built a strong presence on social media by connecting with hunters and outdoorsmen across the country.

After a successful season of Beastland antics, the crew gets together to answer your hardest-hitting questions!---Our show contains fantasy violence (and the occasional foul language), treat us like a PG-13 program!---Rolling with Difficulty Patreon:patreon.com/rollingwithdifficultyRolling with Difficulty Discord:https://discord.gg/6uAycwAhy6Merch:Redbubble: https://www.redbubble.com/people/RWDPodcast/shop?asc=uContact the Pod:rollwithdifficulty@gmail.comTwitter: @rollwdifficultyInstagram: @rollwithdifficultyRSS Feed: https://rollingwithdifficultypod.transistor.fm/Youtube: https://www.youtube.com/c/RollingwithDifficultyTik Tok: @rollwithdifficultyBlueSky: @rollwithdifficulty.bsky.socialCast:Dungeon Master - Austin FunkTwitter: @atthefunkThe Set's Journal of Faerun: https://www.dmsguild.com/product/345568/The-Sets-Journal-of-Faerun-Vol-1?term=the+setBlueSky: @atthefunk.bsky.socialKatya -  Sophia RicciardiTwitter: @sophie_kay_Instagram: @_sophie_kayMoviestruck: https://moviestruck.transistor.fm/Patreon: https://www.patreon.com/moviestruckBlueSky: @sophiekay.bsky.socialTrystine - OSP RedTwitter: @OSPyoutubeInstagram: @overly.sarcastic.productionsOverly Sarcastic Productions: https://www.youtube.com/c/OverlySarcasticProductionsChannel/Kireek - NoirInstagram: @noirgalaxiesTwitter: @NoirGalaxiesBlueSky: @noirgalaxies.bsky.socialGarou -  WallyInstagram: @stuckinspaceTwitter: @walpoleinspacePortfolio: https://ghost_astronaut.artstation.com/BlueSky: @wallydraws.bsky.socialWant to send us snail mail? Use this Address:Austin Funk1314 5th AvePO Box # 1163Bay Shore NY 11706Character Art by @stuckinspaceBackground Art by @tanukimi.sMusic by: Dominic Ricciardihttps://soundcloud.com/dominicricciardimusic ★ Support this podcast on Patreon ★

02:39 — What is EBITDA multiple arbitrage (plain-English walk-through)03:39 — Why smaller firms trade lower and platforms trade higher (the math)07:50 — Beyond size: capabilities, service lines, and moving up the value chain11:49 — Rolling equity 101: the “second bite” and a typical 70/30 construct (example)15:03 — Risks sellers must vet: culture, strategy, dilution, and capital stack terms19:56 — Integration that creates real accretion (when 1+1=3…or more) + “velocity matters”23:46 — Is there a cap? Where arbitrage gains flatten as platforms scale up27:55 — Can strategics do this without PE? Funding paths and “smart money” mindset Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Oklahoma State fires longtime head coach Mike Gundy Jay Hill has defense rolling | BYU defensive weakness What you may have missed: Jaxson Dart named starter

Hour 1 Oklahoma State fires longtime head coach Mike Gundy Jay Hill has defense rolling | BYU defensive weakness What you may have missed: Jaxson Dart named starter Hour 2 ESPN CFB reporter Ian Fitzsimmons Good, Bad & Ugly Whole World News Hour 3 Colorado PxP Mark Johnson Sports Roulette

Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including how U.S. equities are transitioning to a new bull market. Read more insights from Morgan Stanley.----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson. Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today we're going to try something a little different. I have my colleague, Andrew Pauker from the U.S. Equity Strategy Team here to discuss some of the client questions and feedback to our views. It's Monday, September 22nd at 11:30am in New York. So, let's get after it. Andrew, we constantly deal with client questions on our views. More recently, the questions have been focused on our view that we've transitioned from a rolling recession to a rolling recovery in a new bull market. Secondarily, it's about the tension between the equity market's need for speed and how fast the Fed will actually cut rates. Finally, why is accelerating inflation potentially good for equities? Where do you want to start? Andrew Pauker: Mike, in my conversations with clients, the main debate seems to be around whether the labor cycle and earnings recession are behind us or in front of us. Walk us through our take here and why we think the rolling recession ended with Liberation Day and that we're now transitioning to an early cycle backdrop. Mike Wilson: So, just to kind of level set, you know, we've had this view that – and starting in 2022 with the payback and the COVID demand. And from the pull forward – that began, what we call, a rolling recession. It started with the technology sector and consumer goods, where the demand was most extreme during the lockdowns. And then of course we've had recessions in housing, manufacturing, and other areas in commodities. Transportation. It's been very anemic growth, if any growth at all, as the economy has been sort of languishing. And what's been strong has been AI CapEx, consumer services, and government. And what we noticed in the first quarter, and we actually called for this almost a year ago. We said now what we need is a government recession as part of the finishing move. And in fact, Doge was the catalyst for that. We highlighted that back in January, but we didn't know exactly how many jobs were lost from Doge's efforts in the first quarter. But we got that data recently. And we saw an extreme spike, and it actually sort of finished the rolling recession. Even AI CapEx had a deceleration starting in the summer of 2024. Something else that we've been highlighting and now we're seeing pockets of weakness even in consumer services. So, we feel like the rolling recession has rolled through effectively the entire economy. In addition to the labor data that now is confirming – that we've had a pretty extreme reduction in jobs, and of course the revisions are furthering that. But what we saw in the private sector is also confirming our suspicions that the rolling recession's over. The number one being earnings revision breath, something we've written about extensively. And we've rarely seen this kind of a V-shaped recovery coming out of Liberation Day, which of course was the final blow to the earnings revisions lower because that made companies very negative and that fed through to earnings revisions. The other things that have happened, of course, is that Doge, you know, did not continue laying people off. And also, we saw the weaker dollar and the AI CapEx cycle bottom in April. And those have also affected kind of a more positive backdrop for earnings growth. And like I said before, this is a very rare occurrence to see this kind of a V-shape recovery and earnings revision breaths. The private economy, in fact, is finally coming out of its earnings recession, which has been in now for three years. Andrew Pauker: And I would just add a couple of other variables as well in terms of evidence that we're seeing the rolling recovery take hold, and that Liberation Day was kind of the punctuation or the culmination of the rolling recession, and we're now transitioning to an early cycle backdrop. So, number one, positive operating leverage is causing our earnings models to inflect sharply higher here. Median stock EPS growth, which had been negative for a lot of the 2022 to 2024 period is now actually turning positive. It's currently positive 6 percent now. The rolling correlation between equity returns and inflation break evens is also now significantly positive. That's classic early cycle. That's something we saw, you know, post COVID, post GFC And then lastly, just in terms of the market internals and kind of what, you know, under the surface, the equity market is telling us. So, the cyclical defensive ratio was down about 50 percent into the April lows. That's now up 50 percent from Liberation Day and is kind of breaking the downtrend that began in April of 2024. So, in addition to the earnings revisions V-shaped recovery that you mentioned, Mike. Those are a couple of other variables as well that are confirming that we're moving towards an early cycle backdrop and that the ruling recovery is commencing. Okay. So, we had the FOMC meeting. As expected the Fed delivered a 25 basis point cut. Mike, what's your read on the meeting as it relates to equities and the reaction function? Mike Wilson: Yeah, I mean this is really what we expected along with the consensus. We didn't have a different view that the Fed would give us 50. They gave us 25, and some people have characterized this as sort of a hawkish cut and very different than what we saw a year ago when the Fed kicked off that part of the rate cutting cycle with 50 basis points because they probably were worried a bit more about the labor market than they were about inflation. But you know, ultimately we think the labor data is going to get worse or the payroll data will prove to be worse because of the delay between the Doge layoffs and when those folks can file for unemployment insurance, which should be in October. And it's that delayed data that will then get the Fed cutting in earnest, which is what's necessary for the full rotation to kind of the lower quality parts of the market. So, while you're right that we've seen cyclicals perform, they haven't performed in the same way that we've seen prior cycles, like in 2020 or [20]08-[20]09, because the Fed hasn't cut. They're very far behind the curve. If you buy into our thesis that, you know, we had a rolling recession, we had an employment cycle, and they should be much more generous here. So that tension between the Fed's delay to get ahead of the curve and the market's need for speed to get there sooner and more deliberately – is where we think that, you know, we have to wait for that to occur to get the full rotation to the lower quality, kind of really cyclical parts of the market. Andrew Pauker: Okay, so let's talk about the back end of the yield curve a little bit and why that's important for stocks. In my dialogue with investors, there's a lot of focus here, just given what happened last fall when the Fed cut at the front end and the back end of the yield curve move higher. How should market participants think about this dynamic? Mike Wilson: Yeah, I mean, I think this is an unknown known, if you will, because we saw this last fall. Where the Fed cut 100 basis points and the back end of the 10-year and 30-year Treasury market sold off. That's the first time we've ever seen that in history, where the Fed cuts that aggressively and the backend moves out. And this is a function of just all the fiscal imbalances and the debt issues that we face. And this is not a new issue. So, I think it remains to be seen if the bond market is going to be comfortable with the Fed not ignoring the 2 percent target – but you know, letting it run hot. As we've said, we think ultimately, they will have to let it run hot and they will, because that's what we need to have a chance at getting out of the debt problem. And so that sort of risk is still out in the future. I have less concern about that more recently because of the way the backend of the bond market has traded. But it's something that we need to keep in the back of our mind. If yields were to go back to 4.50, which is our key level, then that would be a problem as long as we're below, you know, sort of 4.50 and we're well below that now we're close to 4, I don't think this is a problem at all. Andrew Pauker: Yeah. One of the points that our colleague in rate strategy Matt Hornbach has highlighted is that the difference between now and the fourth quarter of last year when we saw that dynamic play out was that, you know, the bond market was very focused on the uncertainty around the fiscal situation. You know, we were going into an election, there was a fair amount of uncertainty around what Trump would do from a fiscal standpoint.And now, that is a known known, you know. We have the One Big Beautiful Bill signed into law. We know what the deficit impact is, so there is more clarity for the bond market on that front. So that is one key difference now versus last fall and why we may not see the same kind of reaction in the rates market. Mike, you brought up, kind of, run it hot, which was the title of our note from a couple of weeks ago. I just wanted to get your take on why some inflation coming back is actually a positive for equities and why actually the deceleration that we've seen in inflation over the last couple years is one reason why earnings for small cap indices, for instance, have deteriorated so much. And so, for in this environment where the Fed is perhaps a bit more tolerant of inflation in 2026, why that's actually a positive for equities. Mike Wilson: This is just an underappreciated sort of factoid that we actually identified back in 2020 and [20]21 as well. That when inflation is accelerating, that's a sign that pricing power is pretty good. And we actually see broader earnings. In fact, the best year for earnings, not just small caps, but the – call it the equal weighted S&P 500 was 2021. And that was the year where obviously inflation was really getting out of control. That was just pure profit for a lot of these businesses. And so – earnings will be better. Our call over the next 12 months is not about multiples or the Fed so much, but that we think earnings are going to end up being better than people expect because (a) we've been through this three-year earnings recession. There's a ton of pent-up demand. Okay? And now inflation is reaccelerating as demand comes back. And that is actually going to fall to the bottom line. So not only is that good for stocks, okay, but it's actually, it's also why the equity risk premium can be lower. Because if you want to hedge that risk of inflation moving higher, well then you should be willing to accept a lower equity risk premium relative to what is actually a pretty good base rate for 10-year yields, close to 2 percent on a real basis. So, you know, that's why the equity risk premium can stay low and why stocks can accrue at a, you know, pretty high PE multiple as these earnings come through better than expected. And one of the reasons is that inflation actually is accelerating in some of these areas where it's been deflationary. Andrew Pauker: Lastly, Mike, you know, you brought this up briefly. I want to address rotations under the surface of the market. We took off our large cap buys a few weeks ago, and as you mentioned, kind of signaled our intention – to get more constructive on small caps later this year in the fourth quarter. Can you specifically kind of walk through the signpost that we're waiting for before pressing the long, small cap trade here? Mike Wilson: Yeah, I mean, we've probably… This is probably one of the areas we've done a really good job of just, you know, staying away from the fray. Meaning that, you know, we've been underweight small caps for really four years, and they've underperformed that entire time. I think the thing that we've been really patient about is just waiting for the Fed to lower rates to a level that's more conducive for these businesses that (a) need to obviously recap themselves, but then the cost of capital is just too high. So that's number one. But , at the end of the day, I mean, that should translate into better earnings revisions and that also has lagged. So, it's a combination of the two. The Fed getting ahead of the curve, which I would define as fed funds at least equal to two-year Treasury yields, but hopefully below two-year Treasury yields. Right now, we're about 60-65 basis points still above two-year yields . And then the second one is this ‘earnings your vision breadth on a relative basis. Small over large. It is trying to turn up now. It's been in a straight downtrend really for the last, you know, four years. And so those two together will affect a more robust relative outperformance. And just to be clear, small caps have done really well since Liberation Day, okay. So, in absolute terms, it's been great. It's just the relative trade has not really worked yet. That's where we're going to leave this conversation. Thanks for speaking with me, Andrew, to explain some of the thinking behind our calls. To our listeners, thanks for tuning in. I hope you found it informative and useful, and let us know what you think by leaving us a review. If you think Thoughts on the Market is worthwhile, tell a friend or colleague to try it out.

We're getting big and explosive with Teenage Mutant Ninja Turtles: Out of the Shadows (2016)! And to avoid squinting at this Michael Bay flick, licensing producer on TMNT: Tactical Takedown Mike Futter joins the pod! ---The Patron Drive is back! Join the Moviestruck Patreon at any paid tier to work towards bonus episodes of Moviestruck! At 250 total Patrons we'll be covering Bionicle: The Legend Reborn (2009) with OSP Blue and Noir, and at 300 total Patrons we'll be watching Kraven the Hunter (2024) with Austin from Rolling with Difficulty! Head on over to Patreon and stick around for the post roll for all the deets on this monthly event.---Dive in for ninja action! Play TMNT Tactical Takedown on Steam and Switch today!https://www.strangescaffold.com/our-games/Steam: https://store.steampowered.com/app/3229100/Teenage_Mutant_Ninja_Turtles_Tactical_Takedown/Where to find Mike:https://michaelfutter.com/F-Squared: https://www.fsquared.biz/Bluesky: @futterish.fsquared.bizContact the Podmoviestruckpod@gmail.comwww.moviestruck.transistor.fmPatreon: https://www.patreon.com/moviestruckDiscord: https://discord.gg/cT2vm3KdeSBlueSky: @moviestruck.bsky.socialTheme by Prod. DomSoundcloudThank you to our $10 Patrons!Cai, Clove, Maddy New, Adam Bagnall, UwU, Zas, Ken M, Madidid, Ethan, Jim8333, Jacob Hunt, Azraq Shinji, Case Aiken, Ebony Voigt, AnOptimist, Lairde Ray, the Norwegian one, Travis Poe, William Warren, Stag Hart (Deer Deer), Rusty_Fork, Mura Purcell, insomnite, Nathan Dunlap. ★ Support this podcast on Patreon ★

The Vols are rolling after a dominant win over UAB, but the road only gets tougher from here. In this episode of TN Fan Talk, Byrd and The Duke breaks down Tennessee's offensive explosion and defensive concerns, then shifts focus to Mississippi State's undefeated start and what it will take for the Vols to leave Starkville with a win.We'll also recap the biggest results from around the SEC, spotlight the matchups that are shaping the conference race, and preview the must-watch games coming up this weekend—including Alabama vs. Georgia and LSU vs. Ole Miss.Packed with stats, storylines, and straight talk, this episode is your all-in-one guide to where Tennessee stands and how the SEC picture is starting to take shape.Support this podcast at — https://redcircle.com/tennessee-fan-talk/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.When it comes to trading, most people focus on entries—where to get in, what price to buy, what signal to follow. But the truth is, exits matter even more. A great entry means nothing if you don't know when to get out. That's why today's breakdown is all about exit strategies and how OVTLYR data helps traders maximize gains while protecting capital.Too many traders let emotions run the show. They hold losers too long, sell winners too early, or chase after signals without a clear plan. That's where discipline comes in. With structured exits, you can remove guesswork, stay consistent, and actually compound results over time.Here's what you'll learn in this video:➡️ Why exits matter more than entries: The hidden truth most traders ignore and why exits drive profitability.➡️ Using OVTLYR signals: How data-driven buy and sell triggers cut through the noise and keep you disciplined.➡️ Order blocks explained: Why these levels act as magnets for price and how they help refine your exits.➡️ ATR stops for risk control: A smarter way to trail positions that adjusts to volatility instead of using static numbers.➡️ Second-chance trades: How you can still profit even if you miss the first buy signal, with examples from stocks like Nvidia and Robinhood.➡️ Monte Carlo simulations: Proof that tested exit rules dramatically improve expectancy and lower drawdowns.➡️ The psychology of exits: How sticking to the plan removes fear and greed from your trading decisions.➡️ Rolling options for safety: Why rolling positions forward helps you manage risk and keep credit in your pocket.➡️ The power of cash as a position: Why sometimes the best exit is no trade at all, and how that protects your long-term capital.This video isn't about chasing hype or reacting to headlines. It's about building a trading process that works in all market conditions. OVTLYR's edge is the ability to combine technical signals, risk management tools, and psychological discipline into one framework that helps traders win more often and lose less.The data is clear: traders who use structured exit strategies massively outperform those who trade by gut feeling. That's because exits define risk, control losses, and let profits run. Whether you're swing trading, day trading, or holding positions longer term, exits are the make-or-break factor.If you've ever been frustrated by selling too soon, holding too long, or giving back gains, this breakdown is for you. Watch until the end to see how OVTLYR simplifies exits, strengthens your trading plan, and gives you the confidence to stay consistent no matter what the market throws your way.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Another record breaker on Wall Street

Text: Ecclesiastes 3:1-22

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

In this special edition of the Global News Podcast, we're talking about 'tiara diplomacy'.Britain is hosting an unprecedented second state visit for the President of the United States, expected to be full of pomp and pageantry.It's set to be a charm offensive of royal proportions, an invitation extended by the UK Prime Minister Keir Starmer during his meeting with Mr. Trump in February.Joining Celia Hatton with their analysis and expertise are the BBC's security correspondent Frank Gardner, royal correspondent Charlotte Gallagher, UK political correspondent Rob Watson, and former senior North America correspondent John Sudworth.Can King Charles charm his often unpredictable guest at Windsor Castle?And what does this mean for US-UK relations?Producer: Harry Bligh Editor: Karen Martin