Podcasts about Seasonality

Mike Dickson says the labor market is something to pay attention to this month and believes September could be "rocky." He cites historical performance trends for the fall month. In terms of the current rally, Mike points to a lack of broad participation and says the A.I. stocks are pulling the markets forward. Mike believes diversifying a portfolio to include international markets can help provide some downside protection. He also believes in a barbell approach to weight against the Mag 7 and A.I. tech leaders.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

#316 topics:September Historically WeakCurrent market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.Currency and International MarketsDollar weakness driving international outperformanceConcerns about international markets' ability to maintain outperformance due to shorter work weeks and slower growth rates compared to US.Housing Market Dynamics Supply-demand imbalance: Redfin data shows 508,000 more home sellers than buyers in June 2024.Despite higher mortgage rates, household debt service remains below historical norms.Oversupply of sellers versus buyers suggests potential downward pressure on home prices.Federal Reserve Policy Shift Fed adopted new approach removing 2% average inflation target reference and focusing on employment shortfalls.AI Job Displacement ConcernsHistorical analysis shows technological advances have created 6 billion jobs despite continuous industry disruption.Show Notes:Post on X by Ryan Detrick at Carson Investment Research on 8.29 - https://x.com/RyanDetrick/status/1961495356287463555 blog post from Jeff Hirsch on 8.27 - https://jeffhirsch.tumblr.com/post/793063284503953408/bears-have-been-running-wild-in-september-since Blog post from Taylor Schulte on 8.28 titled “6 Favorite Investing Charts - https://taylor-schulte.kit.com/posts/the-best-investing-charts-august-2025 Blog Post from Seth Klarman on 8.25. titled “Job Churn” - https://seths.blog/2025/08/job-churn/ If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Bitcoin just wrapped a volatile Labor Day weekend, with prices dropping 14% from August highs before bouncing slightly above $110K. Analysts debate whether the correction is over, with leverage rebuilding, sentiment turning jittery, and gold surging as a possible leading signal. We dig into Bitcoin's historical September weakness, why Q3 often stalls out before a Q4 rally, and how whale rotations, global liquidity, and Washington's packed crypto agenda are shaping the months ahead. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

World Liberty Financial's token "WLFI" began listing on several crypto exchanges this week. The biggest holder of WLFI? The Trump family. Jenny Horne and Adam Lynch look into the latest crypto trends this week, including an update from the SEC & CFTC. Plus, Jenny and Adam look at historical performance trends for Bitcoin as the month of September begins.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.

The trading action in September has historically been volatile. Kevin Green explains that while August's better-than-expected performance may not carry over, there might be some potential tailwinds for the equity market. First among them: a Fed rate cut at the FOMC meeting. KG adds his thoughts on the Fed's dual mandate as well as the overall bond market. He points to U.S. yields soaring and what that means for global economic growth.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In Episode 26 of the Tenkara Angler Level Line Podcast the Tenkara Angler crew discuss the intersection of tenkara fishing and foraging with special guest Ari Rockland-Miller of The Mushroom Forager. Ari's unique background as a professional mycophile who has a growing passion and knowledge for tenkara lends itself to an interesting conversation we're sure you'll enjoy.We talk with Ari about the world of mushroom foraging, discussing the safest mushrooms to start with on your foraging journey (and those to stay away from), the best seasons for combining foraging and fishing, the diversity of wild foods including edible greens, and delicious cooking and effective preservation techniques. Throughout the interview, Ari not only ties the two hobbies together, but focuses on the importance of sustainable harvesting practices and the joy of connecting with nature.Show Notes & Links:0:00:05 - Introductions0:02:00 - Ari Rockland-Miller & The Mushroom Forager0:07:12 - Ari & Tenkara0:09:25 - How to Start Foraging Safely0:13:04 - Beginner-Friendly Mushrooms0:18:27 - Poisonous Mushrooms & Phone Apps for ID0:25:13 - Foraging in Tenkara's History0:31:06 - Ari's Approach to Foraging & Fishing0:35:31 - Ari's Recipe for Trout & Mushrooms0:37:19 - The Seasonality of Foraging & Fishing0:44:57 - Golden Oysters & Invasives0:47:42 - How to Harvest Mushrooms - Trailwaters Mesh Foraging Bag0:55:40 - Smurfs & other Mushroom-based Creatures0:56:35 - Story Time with Bill0:59:00 - Ari's Biggest Mushroom Haul01:03:23 - Ari's Final Thoughts01:06:28 - Contacting Ari01:16:32 - Closing RemarksWant to see more? Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tenkara Angler

In this KE Report Daily Editorial (Tuesday, September 2nd), we welcome back TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot. We start with the weak opening for September as the S&P 500, Nasdaq, and Dow all pull back while the VIX spikes higher. TG shares his perspective on: Why August and September are historically weak months for equities. The impact of institutional book-squaring and seasonality (including the "Sell Rosh Hashanah, Buy Yom Kippur" effect). Whether shallow pullbacks remain buying opportunities - or if a deeper correction is needed. We also dive into precious metals, with gold nearing $3,600 and silver pushing above $41. TG breaks down the technical setups in GLD, GDX, and SIL, explaining how sideways consolidation and moving averages have set the stage for today's breakout. Finally, TG highlights opportunities he's tracking in crypto and COIN, which appear to be stabilizing after recent weakness.   Visit TG's Profit Pilot website here: https://www.profit-pilot.com/   For more analysis, check out our Substacks: The KE Report – daily market commentary and summaries. Shad's Substack – resource sector insights and trading setups.

Kevin Green kicks off Friday's premarket coverage with his eyes on the AI cycle seeing shifts from infrastructure investments to real-world use cases and solutions. He discusses September seasonality trends and what investors need to know. KG says we may be back to “bad news is good news” on labor data as investors await the FOMC decision. Later, KG provides his takeaways from Marvell (MRVL) and Dell (DELL) earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Summer markets test every trader. In this episode, I break down seasonality in trading, when to adjust or step back & how to evaluate your performance so you can make the best decision.Learn to Trade at www.TierOneTrading.comYour Trading Coach - Akil

Should your exterior cleaning business run Google Ads, Local Service Ads, or both? In this video, I break down the differences, real costs, and client results so you can make the smartest marketing decision.You'll learn:✅How Local Service Ads and Google Ads actually work✅Ranking factors that drive results✅Budget scenarios for different business sizes✅Which platform fits best by market type, team size, and goals✅Real client case studies with ROI examples

In this episode of the Heart of Rural America podcast, Amanda Radke discusses strategies for agricultural entrepreneurs to finish 2025 strong. She emphasizes the importance of understanding one's 'why', measuring success through data, building relationships, and managing finances effectively. The conversation also covers the significance of seasonality in marketing, celebrating successes, and the necessity of building a supportive team. Amanda encourages listeners to surround themselves with positive influences and to remain authentic in their entrepreneurial journey.TakeawaysUnderstand your 'why' to guide your decisions.You cannot manage what you don't measure.Agriculture is fundamentally a people business.Financial literacy is crucial for success.Seasonality affects marketing strategies.Celebrate small victories along the journey.Build a team to delegate tasks effectively.Surround yourself with positive influences.Authenticity is key in connecting with customers.Never give up; learn from failures.Presented by Bid on Beef | CK6 Consulting | CK6 Source | Real Tuff Livestock Equipment | Redmond RealSalt | Dirt Road Radio | All American Angus Beef | Radke Land & CattleUse code RADKE for $10 off your next All American Angus Beef order at www.BidOnBeef.comSave on Redmond Real Salt with code RADKE at https://shop.redmondagriculture.com/Check out Amanda's agricultural children's books here: https://amandaradke.com/collections/amandas-books

WHY DIDN'T VANCOUVER HOUSING TAKE A SUMMER BREAK?Seasonality is once again taking a backseat to macro-ality. In this episode of the rennie podcast, Ryan Wyse, Lead Analyst and Market Intelligence Manager, and Amy Chan, rennie advisor and Sales Manager at Grosvenor's Brentwood Block, discuss how macroeconomic conditions are shaping Vancouver's housing market. From resale to new home sales, they unpack buyer behaviour, the latest jobs data, and what it all means for the Bank of Canada's next move.Featured guests:Ryan Wyse, Lead Analyst and Market Intelligence ManagerAmy Chan, rennie Advisor and Sales Manager at Grosvenor's Brentwood BlockThank you for tuning in to The rennie Podcast, where we share our passion for homes, housing, community, and cities. We hope today's episode sparked the same curiosity in you that drives us every day. If you enjoyed the conversation, don't forget to subscribe and follow us on your favorite podcast platform. And if you have a moment, we'd love for you to leave a review—it helps others discover the insights, analysis, and perspective we bring from the rennie Intelligence division. For the latest market updates, be sure to register at rennie.com.Have a real estate question? You can either email us at intel@rennie.com, or leave a voicemail at speakpipe.com/therenniepodcast, and we'll try to respond in our next episode.

Katie Stockton, Founder & Managing Partner at Fairlead Strategies, joins Kai Hoffmann to break down the technical picture across stocks, bonds, commodities, and currencies.She explains why overbought doesn't always mean bearish, how seasonal weakness could create opportunity, and why investors shouldn't blindly cheer Fed rate cuts. Katie also shares her outlook on gold, silver, platinum, the U.S. dollar, and crude oil, plus the indicators she relies on to strip emotion out of investing.#markets #technicalanalysis #stockmarket ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

In this Huberman Lab Essentials episode, my guest is Dr. Samer Hattar, PhD, the Chief of the Section on Light and Circadian Rhythms at the National Institute of Mental Health. We discuss how light powerfully shapes mood, sleep, appetite, learning and overall mental health by aligning—or misaligning—our internal circadian clock. We explain practical protocols to support your circadian rhythm, including morning sunlight exposure, dim evening lighting and regular mealtimes. We also discuss strategies to manage jet lag, limit evening screen use, ease seasonal depression and improve focus by syncing light, sleep and food with natural biological rhythms. Read the episode show notes at hubermanlab.com. Thank you to our sponsors AG1: https://drinkag1.com/huberman Eight Sleep: https://eightsleep.com/huberman ROKA: https://roka.com/huberman Timestamps (00:00) Samer Hattar (00:27) Light, Circadian Clock vs Solar Day, Sleep-Wake Cycle (03:20) Eyes, Photoreceptors & Light Entrainment, Blindness, Sleep (06:13) Morning Light, Artificial Lights, Tool: Morning Sunlight Exposure (08:28) Jet Lag Without Traveling, Sleep Issues, Screens, Staying Indoors (09:19) Sponsors: Eight Sleep & ROKA (12:14) Chronotypes, Intrinsic Circadian Rhythms (14:06) Afternoon & Evening Light, Tools: Dimming Lights, Reduce Screen Use (15:57) Light Exposure & Effects on Stress, Mood & Learning, Tripartite Model (19:30) Light & Appetite, Tool: Regular Meal Times (22:39) Using Light to Improve Sleep, Mood & Mental Health (24:20) Sponsor: AG1 (25:42) Jet Lag, Tools: Temperature Minimum; Eat on Local Schedule, Avoid Mismatched Light Exposure (29:15) Sleep Issues, Light-Dark Cycle (30:50) Seasonality, Seasonal Depression; Daylight Savings Time (34:07) Acknowledgements Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

Our guest is Gento Torigata https://gentotorigata.com/ who is the owner and mixologist of Waltz https://waltzbar.uk/ in East London. After diverse culinary and bartending experiences in Japan, Australia and Singapore, Gento moved to London and opened Waltz in April 2024.Waltz is truly a unique place. With his traditional Japanese mindset of appreciating seasonality, Gento offers original cocktails inspired by micro seasons along with Japanese hospitality, or Omotenashi. In this episode, we will discuss how Gento has built a strong career as a bartender through his global experiences, how he creates cocktails based on Japanese traditional micro seasonal calendars called NIjyushi Sekki and Shichiju Niko, the essence of Omotenashi Gento aims to practice at Waltz and much, much more!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lightsabers and Laptops: One Woman's Journey to Self-AcceptanceWhat happens when a 30-year corporate veteran decides to reinvent herself as an entrepreneur? Julie Thiel's journey from HR executive to founder of Thiel Talent Strategy reveals the profound transformation that occurs when we dare to align our work with our deepest values.Julie's wake-up call came during her daughter's junior year of high school. While negotiating compensation deals on her phone at softball tournaments, she realized she was missing precious moments that would never return. This epiphany sparked a complete reassessment of her relationship with work and motherhood—one that would eventually lead her to entrepreneurship.The conversation dives deep into the unexpected challenges of the corporate-to-entrepreneur transition. While Julie assumed her extensive HR expertise would be her greatest asset, she discovered that mindset became the true game-changer. "I had to unlearn hierarchical thinking," she explains, describing how she initially evaluated networking contacts through a corporate lens of authority and position. Learning to approach every conversation as an equal opened doors to authentic connections that transformed her business.Particularly moving is Julie's candid discussion of her IVF journey and how that experience taught her the power of surrender. The pain of wanting something desperately—a child—while facing circumstances beyond her control parallels the vulnerability of entrepreneurship. Through meditation and deep reflection, Julie reached a place of acceptance that whatever happened would be right. This hard-won wisdom continues to guide her business decisions today.For working mothers wrestling with guilt and perfectionism, Julie's message is liberating: "I had to accept being an average dog owner and sometimes an average housekeeper to be fully present for what truly matters." Her daughter's recent graduation and departure for college validates this approach—the moments missed on field trips pale in comparison to the strong relationship they've built.Julie's enthusiasm for her "geeky" interests like Star Wars and lightsaber battle leagues reflects her growing comfort with authenticity. "There was a time I would have worried what people would think," she laughs, "but now I'm like, this is fun, so I'm going to do it." This same fearless authenticity fuels her business approach, attracting clients who value her unique perspective.Want to recreate your relationship with work, motherhood, and self-expectation? Julie's journey offers a roadmap for anyone seeking to build a life where work enhances rather than diminishes our most precious connections. Reach out to Julie to learn how she helps organizations build cultures where both businesses and people thrive.Connect with Julie:LinkedIn: Julie ThielWebsite: Thiel Talent StrategyEmail: julie@thieltalentstrategy.comContact the Host, Kelly Kirk: Email: info.ryh7@gmail.com Get Connected/Follow: IG: @ryh_pod & @thekelly.tanke.kirk Facebook: Reclaiming Your Hue Facebook Page YouTube: http://www.youtube.com/@RYHReclaimingYourHue Credits: Editor: Joseph Kirk Music: Kristofer Tanke Thanks for listening & cheers to Reclaiming Your Hue!

Derek Moore reviews the relative valuation between MSTR MicroStrategy and the Bitcoin ETF IBIT, plus deconstructing the recent PPI report which may not be the inflation problem many people initially thought. The VIX Index has seasonal patterns, and we are going into the season for increased historical VIX levels, but will history repeat itself?  What about corporate buybacks seasonality and what it means for the stock market over the next two months. Derek also reviews how railroad stocks were once a way bigger percentage of the US stock market than the top stocks in the index are today. It might surprise you just how much higher! Shipping container rates, mentions of stagflation, and some critiques of the Fed's data dependence.    US Corporate Buybacks at Records Buyback seasonality Seasonality of VIX Index prices Mentions of Stagflation PPI vs CPI numbers Comparing CPI month over month (MoM%) when the Fed last cut vs now Tariffs are not showing up yet in the inflation data Import Prices down -0.2% month over month US Export prices 2.2% month over month Spot shipping container rates WCI Shanghai to Los Angeles Container Freight Benchmark Index     Mentioned in this Episode   Trade PPI explanation from Richmond Fed https://www.richmondfed.org/research/national_economy/macro_minute/2023/mm_09_05_23   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com     

In this episode of Search with Candour, host Jack Chambers-Ward interviews SEO expert Alex Galinos.Alex shares insights on how to shift from focusing solely on traffic and SEO metrics to a revenue-driven approach that aligns with business objectives.They discuss the integration of business intelligence with SEO, conversion rate optimisation, and the implications of AI and LLMs on SEO strategies.Alex also provides actionable tips, tool recommendations, and real-life examples from his work at Hoppa to illustrate how SEO can directly contribute to business growth.Tune in to learn how to maximise the monetary value of your SEO efforts and drive real business results.Sponsored by Serpzilla: https://serpzilla.com/Follow Alex:Parents Hub: https://parentshub.grHoppa: https://www.hoppa.com/enLinkedIn: https://www.linkedin.com/in/alexgalinos/Previous episodes:https://youtu.be/yxCHqP3Hf24?si=K_WznncX2zacVCS8https://youtu.be/7dajPzLDEts?si=Arut3MDkBa8vLg8e00:00 Introduction03:40 Sponsor: Serpzilla05:54 Upcoming Live Podcast08:12 Interview with Alex Galinos38:46 Data-Driven Decisions and Attribution Models40:46 The Great Decoupling and Impressions Debate43:10 Seasonality and Diversification in Business Strategies49:49 Maximising Revenue Through Targeted Traffic58:17 Actionable SEO Tips and Tools01:02:50 Final Thoughts and Recommendations

Being the #1 property manager in the U.S. isn't all glamour—it's grind. In this episode, we dive into what it takes to scale, the operational demands behind success, and how to grow without sacrificing your life.• How the top U.S. property manager was built since 2021 • The workload reality behind rapid STR growth • Why work-life balance is elusive in property management • How to keep guest satisfaction high while scaling • Lessons on building a sustainable management modelWant to get crystal clear on your goals and scale your STR business?Click the link below to book a discovery call and see if our Mastermind is the right fit for you.Link: https://go.strsecrets.com/podcast?utm_source=Podcast&utm_medium=Captivate&utm_campaign=T024&utm_content=Goal00:00:43 - Guest Introduction: Jamie Lane on the Report00:04:58 - Operational Quality: Maintaining Cleaning at Scale00:05:53 - Local PM Groups vs. National Lists00:08:26 - Threshold: ~20 Listings Per Market To Appear00:10:28 - Work Ethic Analogy (Kobe at 3:00am)00:12:56 - Hiring/Team/Tech Stack00:15:28 - Value Score Signal vs. Outcome00:16:37 - Seasonality or Demand Shifts00:19:48 - Methodology: Econometric Models to Isolate Drivers00:22:04 - Pricing Tactics to Drive Occupancy00:24:40 - Market Share / Portfolio Size00:25:12 - Policy Analysis: Cleaning Fees Across ManagersGet FREE Access to our Community and Weekly Trainings:http://group.strsecrets.com/

Being the #1 property manager in the U.S. isn't all glamour—it's grind. In this episode, we dive into what it takes to scale, the operational demands behind success, and how to grow without sacrificing your life.• How the top U.S. property manager was built since 2021 • The workload reality behind rapid STR growth • Why work-life balance is elusive in property management • How to keep guest satisfaction high while scaling • Lessons on building a sustainable management modelWant to get crystal clear on your goals and scale your STR business?Click the link below to book a discovery call and see if our Mastermind is the right fit for you.Link: https://go.strsecrets.com/podcast?utm_source=Podcast&utm_medium=Captivate&utm_campaign=T024&utm_content=Goal00:00:43 - Guest Introduction: Jamie Lane on the Report00:04:58 - Operational Quality: Maintaining Cleaning at Scale00:05:53 - Local PM Groups vs. National Lists00:08:26 - Threshold: ~20 Listings Per Market To Appear00:10:28 - Work Ethic Analogy (Kobe at 3:00am)00:12:56 - Hiring/Team/Tech Stack00:15:28 - Value Score Signal vs. Outcome00:16:37 - Seasonality or Demand Shifts00:19:48 - Methodology: Econometric Models to Isolate Drivers00:22:04 - Pricing Tactics to Drive Occupancy00:24:40 - Market Share / Portfolio Size00:25:12 - Policy Analysis: Cleaning Fees Across ManagersGet FREE Access to our Community and Weekly Trainings:http://group.strsecrets.com/

#540 Is AI helping or hurting your creativity and intuition? In this insightful episode hosted by Kirsten Tyrrel, we sit down with Hannah Ryu, co-founder of Oak Theory, a creative tech studio pushing boundaries in branding, UX/UI, and web development. Hannah shares her entrepreneurial journey from immigrant roots to agency ownership, the power of partnership, and how AI is transforming the way we work — both for better and for worse. We explore healthy ways to integrate AI into your workflow without sacrificing human insight, how intuition and analog practices are making a comeback, and why creativity and execution — not just automation — still win in business. This is a must-listen for founders navigating the fast-evolving world of entrepreneurship in the age of AI! What we discuss with Hannah: + Hannah's journey to entrepreneurship + Building Oak Theory and Under the Oak + UX/UI explained through real-world examples + Impact of AI on creative industries + Healthy vs. harmful AI usage + Importance of intuition and analog practices + Benefits of business partnerships + Using AI for operations and proposals + Avoiding overdependence on tools + Seasonality of tech exploration in business Thank you, Hannah! Check out Oak Theory at OakTheory.co. Check out Under the Oak at UndertheOak.co. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Kip takes us through a powerful midweek market wrap. Kip reflects on another strong performance from the markets, diving into the ongoing debate around seasonality, market timing, and why his team at VRA remains bullish despite the cautionary tales from “seasonality bears.” He discusses the importance of a disciplined approach to investing and how systematic monthly dollar cost averaging in their top growth stocks has become a game changer by removing emotion from decision making. Kip also revisits his conviction that the bear market ended in early April, comparing the current recovery to the post-pandemic rally and making a bold case for why trying to time exits based on seasonal charts could be a mistake right now. He touches on striking topics from the mechanics of inflation, interest rates, and America's “melt-up” moment, to the impact tariffs have or rather have not on inflation. Tune into today's podcast to learn more.

Aug 1, 2025 – Financial Sense Newshour speaks with well-known market technician Tom McClellan about four bearish factors coming together for stocks this quarter: a liquidity crunch, an overly tight Fed, weakening breadth numbers, and bearish seasonality...

In this week's episode, David and Ian discuss the down start to August, seasonality, market breadth, the increase in the put/call ratio and the VIX. They also discuss areas that are showing relative strength and relative weakness, like growth vs. value, high beta vs. low volatility, and momentum. They also discuss how the overall trend in the market remains up, precious metals and industrial metals, Bitcoin, and fixed income updates. 

Kevin Davitt says July's Nasdaq-100 (NDX) daily volume trading has risen nearly 50% year over year. With markets at all-time highs, he explains the rationale behind hedging gains and discusses why put options could act as a defensive stance for investors seeking downside protection. Kevin also analyzes seasonality trends and volatility patterns for the next two months.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25).Show Notes:July 2025 Commentary And Economic OutlookUnderstanding Master Limited Partnership Payout RatiosThe Small Cap Covered Call Yield Pick-UpInfrastructure Capital FundsEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Amaro is bitter, complex, and a little mysterious — and most people have no idea what it actually is. So in this episode, Eli talks with the folks behind Sennza Finne, a Seattle-based amaro producer making small-batch, seasonal expressions. We get into what amaro is (and isn't); how their experience as bartenders shaped their process; and why every bottle they make is designed to reflect a specific season — not just its flavors. So whether you're amaro-curious or already a bitter believer, this one's for you.We Want to Hear from You!Have a topic, craft category, or craft company you'd like to see us cover? Email us here to share those or any other thoughts you have about CRAFTED.RELATED LINKS:Blister Craft CollectiveBecome a BLISTER+ MemberSennza FinneWhat is Amaro?RecipesTOPICS & TIMES:What Is Amaro / Sennza Finne Amaro Line (3:43)Why Produce Amaro? (7:11)Origins of Sennza Finne (19:58)Seasonality (22:03)Amaro for Cocktails (29:27)The Naming Process (36:17)Production Methods (47:40)Bottle Design (55:40)SEE OUR OTHER PODCASTS:Blister CinematicBikes & Big IdeasGEAR:30Blister PodcastBlister Newsletter Link:Blister Newsletter Hosted on Acast. See acast.com/privacy for more information.

In this episode of Flavors Unknown, I sit down with Chef Fabio Trabocchi, the Michelin-starred Italian chef and visionary restaurateur behind a growing empire of acclaimed restaurants including Fiola, Fiola Mare, Del Mar, Sfoglina, and Seta su Ilma.We dive into Fabio's culinary roots in Italy's Le Marche region, his early training under the legendary Gualtiero Marchesi, and how French techniques and global travel shaped his approach to modern Italian cuisine. You'll hear why hospitality always comes before hype, how to create a culture that drives loyalty in the restaurant world, and what it takes to grow from one fine-dining restaurant into a globally respected brand.This episode is packed with personal stories, sharp insights, and timeless advice—from how childhood foraging still inspires Fabio's dishes to what he'd tell his younger self about ambition, balance, and learning through travel. What you'll learn from Chef Fabio Trabocchi 2:56 – Growing up in a sharecropper family and discovering farm-to-table before it was a trend4:29 – The culinary richness of Italy's Le Marche region6:40 – A legacy ingredient: the story behind Formaggio di Fossa7:49 – How returning to Italy after 25 years reignited Fabio Trabocchi's culinary DNA9:05 – The revolutionary impact of Chef Gualtiero Marchesi on Italian cuisine10:31 – Why French culinary technique changed his approach to traditional Italian cooking13:07 – The evolution of Fiola and what inspired its reinvention13:57 – How one restaurant blossomed into a six-concept hospitality group14:41 – Understanding the distinct DNA of Fiola Mare, Del Mar, and Sfoglina15:28 – Honoring Italian culinary tradition through Sfoglina's pasta focus17:21 – The challenges of being both chef and CEO in a growing company18:55 – Fabio Trabocchi's vision for scaling with soul21:24 – Why hospitality—not hype—is the heartbeat of his group's culture22:20 – The subtle but vital difference between satisfying guests and making them feel special23:15 – The role of guest loyalty in long-term restaurant success24:48 – Rethinking work-life balance in a post-pandemic restaurant world28:04 – How the pandemic shifted public appreciation for the hospitality industry29:02 – Seasonality and regional cooking: how Italy's geography guides his menu development32:10 – How childhood foraging memories continue to inspire creativity33:29 – What he'd tell his younger self about learning, risk-taking, and travel34:33 – Why living in a country—not visiting—is the only way to truly understand its cuisine35:56 – Balancing obsession for craft with maintaining healthy relationships36:23 – Chef Fabio Trabocchi's top five restaurant recommendations in Washington, DC39:00 – His very Italian guilty pleasure food39:49 – The top 3 mistakes home cooks make—and how to fix them39:49 – Why stress is the biggest enemy of home cooking43:34 – Why he still dreams of cooking alongside Paul Bocuse44:50 – The worst career advice he ever received—and what he'd say instead I'd like to share a potential educational resource, "Conversations Behind the Kitchen Door", my new book that features dialogues with accomplished culinary leaders from various backgrounds and cultures. It delves into the future of culinary creativity and the hospitality industry, drawing from insights of a restaurant-industry-focused podcast, ‘flavors unknown”. It includes perspectives from renowned chefs and local professionals, making it a valuable resource for those interested in building a career in the culinary industry.Get the book here! Links to other episodes with the chefsfrom the DMV area Don't miss out on the chance to hear from these talented chefs and gain insight into the world of culinary techniques. Check out the links below for more conversations with Chefs from the DMV area.Interview with Chef Will FungConversation with Chef Opie CrooksConversation with Chef Matt ConroyInterview with Chef Masako Morishita...

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta broadly discuss some summer themes for European rate markets focusing on seasonality in intra-EMU spreads, Eur swap spread views, SSA thoughts and UK gilt yields.   Speakers: Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategy Khagendra Gupta, European Rates Strategy   This podcast was recorded on 11 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5025853-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Alex Coffey tells investors that earnings will be critical for the quarter in measuring market strength, especially as stocks hover near all-time highs. Something else to note: seasonality, as Alex explains that we're currently in the strongest trading week historically in the SPX. He offers a look at SPX technicals as the trading session begins.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Over the past few years, we've had the privilege of sitting down with visionaries, scientists, designers, farmers, poets, and policymakers. Each conversation has expanded our perspective, encouraging us to see the world through a broader, greener lens.For our 100th episode, we're hitting pause to reflect on this amazing journey so far. We've sifted through the highlights to spotlight the themes and ideas that continue to rise to the surface – insights that feel less like podcast takeaways and more like a blueprint for a saner, more biophilic future.Tune in to learn more and hear from some familiar voices along the way.Show NotesSister Seasons | Regenerate Yourself and the Planet at the Same TimePlanetary Health: Protecting Nature to Protect Ourselves edited by Samuel Myers and Howard FrumkinLocal FuturesPositive Tipping Points (University of Exeter)The Climate Optimist Handbook: How to Shift the Narrative on Climate Change and Find the Courage to Change by Anne Therese Gennari Prioritizing Human Wellness in Architectural Design (Living Architecture Monitor)Walkable City: How Downtown Can Save America One Step at a Time by Jeff SpeckNina-Marie ListerTeam Human by Douglas RushkoffThe Nature Fix: Why Nature Makes Us Happier, Healthier, and More Creative by Florence WilliamsKeywords: nature, nature based solutions, biophilia, biophilic design, seasons, seasonality, natural cycles, wellness, climate, climate change, climate solutions, architecture, built environment, habitat, human habitat, walkability, walkable, biodiversity, pollinator, pollinator garden, community Biophilic Solutions is available wherever you get podcasts. Please listen, follow, and give us a five-star review. Follow us on Instagram and LinkedIn and learn more on our website. #NatureHasTheAnswers

In this episode of Dish the Dirt, we sit down with Elissa from @larkspur.flowers, a passionate florist and designer based in Daylessford, Victoria. With a background in permaculture and landscape design, Elissa brings a unique, deeply intentional perspective to her work with flowers — one that's grounded in sustainability, seasonality, and storytelling.We explore Elissa's journey into floristry, from the spark that was lit at the Melbourne International Flower and Garden Show, to her formative time working on the flower farm at Fleurs de Lyonville, and the creation of her own floral studio, Larkspur Flowers.What we chat about:

This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the symptoms of a failed system, and the inevitability of currency debasement. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Weekly Roundup Charts: https://drive.google.com/file/d/1WckOC1BLjh33MBzZsCrHM5TatPCd1EZF/view?usp=sharing — Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ — Timestamps: (00:00) Cold Open (04:00) Bullish NFP? (08:25) Ads (Aptos) (11:12) Anti-Immigration Impact (17:32) Wage Growth, Yields & Controlled Demolition (21:22) BBB Passed, Now What? (26:40) Ads (Aptos) (27:32) Both Sides Are Terrible (34:32) High-Yield Credit (37:17) Get Out on the Risk Spectrum (39:52) Active Treasury Issuance Greater Than QE (41:37) The Problem is Getting Worse (44:12) All Roads Lead to Debasement (46:58) Crushing Global Labor (48:52) DXY & the End of Central Banking (51:47) EM-ification of the US (54:12) MSTR & BTC Volatility (58:44) Seasonality, Leverage & Momentum (01:01:32) Symptoms of a Failed System (01:08:50) Buying vs Renting (01:13:28) Final Thoughts — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

In this episode, Jon Teater (Whitetail Landscapes) and Lee Vandenbrink (Aerial Wildlife Solutions) explore drones, their benefits and how these tools can change your perspective on hunting and wildlife. This podcast episode explores the intersection of technology and hunting, focusing on the use of drones for land management, habitat mapping, and deer recovery. The host and guest discuss the importance of quality equipment, the benefits of using drones for surveying and mapping properties, and the ethical considerations surrounding deer recovery. They emphasize the need for accurate data to make informed decisions about land management and hunting strategies, while also addressing the evolving role of technology in the hunting industry. Takeaways: Good quality equipment is essential for effective land management. Drones can provide high-resolution maps for property analysis. Thermal imaging technology is valuable for deer surveys and recovery. Understanding deer behavior is crucial for effective hunting strategies. Seasonality affects deer movement and habitat usage. Mapping can help identify vegetation types and health. Drones can assist in ethical deer recovery efforts. Technology should enhance, not replace, traditional hunting skills. Every property has unique characteristics that affect deer usage. The future of hunting will increasingly rely on technological advancements.   Social Links https://aerialwildlifesolutions.net/ https://whitetaillandscapes.com/ https://www.facebook.com/whitetaillandscapes/ https://www.instagram.com/whitetail_landscapes/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jon Teater (Whitetail Landscapes) and Lee Vandenbrink (Aerial Wildlife Solutions) explore drones, their benefits and how these tools can change your perspective on hunting and wildlife. This podcast episode explores the intersection of technology and hunting, focusing on the use of drones for land management, habitat mapping, and deer recovery. The host and guest discuss the importance of quality equipment, the benefits of using drones for surveying and mapping properties, and the ethical considerations surrounding deer recovery. They emphasize the need for accurate data to make informed decisions about land management and hunting strategies, while also addressing the evolving role of technology in the hunting industry.Takeaways:Good quality equipment is essential for effective land management.Drones can provide high-resolution maps for property analysis.Thermal imaging technology is valuable for deer surveys and recovery.Understanding deer behavior is crucial for effective hunting strategies.Seasonality affects deer movement and habitat usage.Mapping can help identify vegetation types and health.Drones can assist in ethical deer recovery efforts.Technology should enhance, not replace, traditional hunting skills.Every property has unique characteristics that affect deer usage.The future of hunting will increasingly rely on technological advancements. Social Linkshttps://aerialwildlifesolutions.net/https://whitetaillandscapes.com/https://www.facebook.com/whitetaillandscapes/https://www.instagram.com/whitetail_landscapes/?hl=en

ENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER ⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This week, we're talking AI creative, product page testing, and Shopify updates - plus, we're joined by Steve Rekuc from Common Thread Collective who walks us through how he built the Spending Power metric at CTC, what it tells us about shifting consumer demand, and how brands can use it to adjust spend and planning month to month. We also dig into seasonality vs macro-driven variability, and why awareness of your environment is key to making smarter decisions.We also discuss the viral Kalshi ad and discuss how we're approaching AI tools for creative development, from visual quality to concept support. We also talk about recent PDP testing wins, what changed, and how to think about the structure of your product pages going into peak season.Want to submit your own DTC or ecommerce marketing question? ⁠Click here⁠.00:00 Introduction02:57 Analytics Reporting and Year-Over-Year Comparisons07:12 Data Warehousing and Shopify Analytics10:54 AI in Marketing and Creative Strategies16:53 Consumer Confidence and E-commerce Predictions23:00 Insights from Common Thread Collective34:20 Understanding Spending Power37:14 Incrementality Testing for Marketing Efficiency40:01 Seasonality and Brand Performance43:41 Predicting Future Spending Power46:59 Consumer Confidence and Spending Trends49:47 Insights from Data for Brand Strategy52:27 Iterating on Product Design and User ExperienceKalshi Ad: https://x.com/PJaccetturo/status/1932893260399456513Steve's X Thread: https://x.com/RSteveData/status/1931107166792159711Episode 64 with Dylan Anders:YouTube: https://youtu.be/QJvj3z68rbE Spotify: https://open.spotify.com/episode/3iwer8FNwuwzDDnAV5X7JV?si=ab23e70a86404639Powered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsHaus.http://Haus.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here: https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here: https://9operators.com/

Ronan is an independent scientist, environmentalist and writer.About Gerry: My main interests are in disease, immunity and the discovery of chemotherapeutic compounds00:00 Introduction and Guest Introduction00:15 Overview of the COVID-19 Paper02:36 Background of the Authors and Initial Work03:27 Scientific Approach to COVID-1904:58 Challenges in Questioning the Science09:38 Government Policies and Model Predictions17:44 Sweden's Unique Approach20:32 Publication Challenges and Shifting Narratives22:14 Unintended Consequences of Policies26:27 Precautionary Principle and Logical Fallacies31:56 Great Barrington Declaration and Scientific Dissent45:37 Public Perception and Media Influence49:51 Introduction to Vaccine Narratives50:12 Public Response and Social Dynamics51:23 Questioning Public Health Directives52:50 Media and Information Control53:32 Discussion on Ivermectin and Vaccines54:35 Exploring Ancient Irish Ethnopharmacology55:08 The Role of Streptomyces in Medicine01:01:35 Mathematical Models and Policy Decisions01:09:12 Seasonality and Stringency of COVID Measures01:16:44 Pharmaceutical Interventions and Controversies01:26:16 WHO's Ivermectin and Remdesivir Analysis01:26:44 Exclusion of Ivermectin Studies01:29:50 HCQ Trials and Data Issues01:32:50 Public Perception and Media Influence01:37:23 Vaccine Technology and Public Awareness01:48:54 Adverse Reactions and Reporting02:02:20 Final Thoughts and RecommendationsRonan's X: https://x.com/1RonanConnollyGerry's X: https://x.com/jercuinnFrom Ronan: The paper (37 co-authors) covers many topics, but this 28 min Alex Newman interview gives a great overview of our key findings: https://x.com/1RonanConnolly/status/1932831388790624445The paper itself: https://www.ssph-journal.org/journals/international-journal-of-public-health/articles/10.3389/ijph.2025.1607727/full—AI summaries of all of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1

► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceMOOOORE!In this episode, we will cover:Intro & Eid GreetingsMarket Overview: Indices and MoversTesla's Rally and Bitdeer UpdateBitcoin Clears $110K: What's Next?Historical Data & Seasonality in Market TrendsBullish Setup Based on FundamentalsMoney Supply & BTC Price PredictionCPI, PPI, and Fed ExpectationsInflation, USD Token Airdrop & Trump AccountsInvesting for Your ChildrenTesla Thesis: FSD, Humanoids, BatteriesBTC Sell Strategy & Q3 Liquidity OutlookFinal Thoughts & Community Insights CONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics, including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

William Milliken traded a successful digital marketing career to work on a poop scooping business. Sounds crazy, right? Think again. He turned a $1,000 bet on a Pooper Scooper business into a seven-figure empire, landing an unbelievable 350 recurring clients in his first three months. In this interview with Ryan Atkinson, William holds nothing back. He gives you the exact blueprint for a low-cost, high-margin business that generates predictable cash flow—the kind of recurring revenue that builds real wealth. You'll learn his strategy for getting your first customers without spending a dime on ads, the pricing model that makes this business so lucrative, and why this simple idea is one of the best opportunities in Entrepreneurship today. If you want to learn how to get rich quietly, this episode is the ultimate guide to finding gold in "unsexy" Business Ideas and building a wildly profitable Pet Service right under everyone's noses.Takeaways- Transitioning from a marketing agency to owning businesses can be lucrative.- Identifying market gaps can lead to successful business opportunities.- Building a premium service model can differentiate your business.- Recurring revenue provides stability and predictability in cash flow.- Startup costs for a pet waste removal business can be minimal.- Understanding customer demographics is crucial for targeted marketing.- Effective marketing strategies can significantly boost customer acquisition.- Learning from initial experiences can shape future business decisions.- Seasonality affects customer retention and marketing strategies.- Continuous learning and adaptation are key to entrepreneurial successTags:  Business Ideas, Entrepreneurship, Side Hustle, Pooper Scooper, Pet ServiceResources:Start Your Business Today:  https://links.upflip.com/4dUfW1q Connect with William : https://www.linkedin.com/in/william-milliken/ 

Chef Kyle Knall joins Chef André Natera on Chef's PSA to discuss his culinary philosophy, the launch of his new restaurant Cassis, and what it means to bring a new lens to Midwestern cuisine.A three-time James Beard semifinalist, Knall shares his thoughts on leadership, simplicity, sourcing great ingredients, and how storytelling elevates hospitality. He also discusses balancing family life, the essentials of chef station setup, and his biggest lessons from opening Birch in Milwaukee.This episode is filled with tactical insight and quiet wisdom for anyone working in or inspired by the culinary world.Kyle Knall InstagramFoods In Season⁠Learn about Marketscale⁠⁠⁠⁠⁠⁠⁠Subscribe to my Substack!⁠⁠⁠⁠⁠Visit Chef's PSA for Books, Free eBooks, and More!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://chefspsa.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Shop Chef's PSA Merch!⁠⁠⁠⁠⁠

Subscribe to DTC Newsletter - https://dtcnews.link/signupTrevor Zacny from Shiti Coolers joins the DTC Podcast to share how he and his brothers transformed a napkin joke into a viral sticker business, and then into the world's first party cooler brand. This episode dives deep into humor-led branding, event-based growth, and the transition from parody to premium product.Shiticoolers.comYou'll learn:Why humor can be a powerful differentiator in product categories saturated with status and performance brandsHow Shiti Coolers went from $0 to $320K in sticker sales in year oneHow events like NASCAR and country music festivals became revenue powerhousesThe importance of maintaining product quality in a humor-first brandBuilding community through social, SMS, and in-person eventsLessons on cash flow, capital allocation, and surviving growing painsWhy storytelling and founder-led content is their next big opportunityIf you're thinking about growing a lifestyle brand, building a loyal following, or just want to learn how to make funny marketing actually drive revenue, this one's for you.Did you know that 98% of your website visitors are anonymous? Instant powers next-level retention by identifying who they are and converting them into loyal shoppers. Sign up for a quick demo today to get 50% off and unlock a guaranteed 4x+ ROI: instant.one/dtcTimestamps00:00 - How Shiti Coolers Made $320K from Stickers02:00 - From Festival Joke to Full Lifestyle Brand05:00 - Launching the First Party Cooler07:00 - Lessons from the First Cooler Launch10:00 - Balancing Humor and Product Quality12:00 - Competing with Yeti Without Copying It15:00 - Building the Community Through Events and Social17:00 - In-Person Events vs. Paid Media Growth20:00 - Collaborations with Kid Rock, Realtree, and Bill Murray23:00 - Navigating Tariffs and Global Manufacturing25:00 - Working with Family as Co-Founders27:00 - Hitting a Cash Wall and Finding Strategic Investors30:00 - How They Choose the Right Events32:00 - Storytelling as a Growth Opportunity34:00 - Wholesale, Seasonality, and Global Expansion PlansHashtags#shiticoolers#dtcpodcast#founderstory#ecommercebranding#lifestylebrand#productlaunch#d2cmarketing#familybusiness#retailstrategy#tariffs#brandcommunity#humorinmarketing#eventmarketing#wholesalestrategy#coolerbrand Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

GET YOUR LIVE EVENT TICKETS:https://www.eventbrite.com/e/vacation-rental-investing-masterclass-tickets-1384455887829?aff=oddtdtcreatorWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode of the Vacation Rental Revolution podcast, host Shawn Moore interviews Tami Singer, an experienced short-term rental investor. They discuss Tami's journey into the short-term rental market, the lessons learned through various challenges, the importance of insurance, and the value of building community relationships. Tami shares insights on advocating for short-term rentals, creating unique guest experiences, and navigating seasonal markets. TAMI'S COLORADO PROPERTY:https://www.vrbo.com/1687549FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreGET YOUR FREE BOOK & TRAINING HERE:https://vodyssey.com/Chapters00:00:00 Intro00:03:06 Tammy's Journey into Short-Term Rentals00:05:59 Lessons Learned in the Short-Term Rental Market00:09:05 The Importance of Insurance in Rentals00:11:59 Building Community Relationships00:14:53 Advocating for Short-Term Rentals00:18:01 Creating Unique Guest Experiences00:20:59 Navigating Seasonal Markets00:23:56 Conclusion and Final Thoughts

Tesla's (TSLA) massive slide to the downside pulled the SPX down with it. However, as Kevin Green points out, a bounce off the lows kept the worst possible technical scenario off the table. The index came just short of the 6,000 level at the highs. Kevin also warns of seasonal volatility trends coming into play, which includes the Fed's interest rate meeting later this month.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This episode of Franchise Envy dives deep into:The risks of betting on yourself with $175K from a 401(k)Crushing burnout & how Kim almost sold everythingThe real life of a woman leading in a male-dominated industryWild customer stories (hint: possums & fly traps don't mix

Kunzang Choden is one of Bhutan's most legendary authors. We meet in Bhutan in the Tang Valley, where Kunzang's family has lived since the 15th century, land that is tied to the Tibetan yogic master Longchenpa and treasure revealer Dorji Linga.  This is part one of two. To watch the video version, you can visit the link below: https://www.youtube.com/watch?v=ql8T0ZqtrBM ~ Time notes: 00:00:00 Introduction 00:01:41 Lineage land and Kings 00:03:47 Treasure revealer Dorji Lingpa 00:10:18 Intense childhood recollections 00:15:00 Intergenerational homelife 00:19:50 Seasonality 00:28:42 Kunzang's way of writing 00:30:00 Recording dreams 00:32:00 Kuzang's new memoir   Ogyen Choling https://www.oling.bt   Podcast website & transcripts https://oliviaclementine.com/podcasts  

KeywordsERCOT, Bitcoin mining, energy strategy, load growth, operational risk, power pricing, energy market, risk management, software solutions, energy transformationSummaryThe conversation delves into the evolving landscape of ERCOT's energy market, focusing on the impact of load growth from various sectors, including Bitcoin mining. Experts discuss energy strategies across different load zones, operational risks, and the role of software in managing these risks. The discussion also highlights the transformation of the energy market with the integration of renewable sources and the maturing of Bitcoin mining as a business, emphasizing the importance of risk management and strategic decision-making in energy consumption and pricing.TakeawaysERCOT's energy market is influenced by significant load growth.Bitcoin mining is highly sensitive to energy pricing and strategies.Different load zones require tailored energy strategies.Operational risks in Bitcoin mining can be mitigated with software solutions.The energy market is transforming with more renewable sources.Bitcoin miners can provide flexible load to the energy grid.The hash rate market is maturing, allowing for better risk management.Forward selling of power can lock in margins for miners.Risk appetite varies among miners based on their business models.Seasonality affects energy pricing and strategy decisions.Chapters00:00 Introduction to Mining and Community Engagement00:25 Energy Market Dynamics in Texas03:35 Strategies for Energy Pricing and Load Zones06:21 Operational Risks and Software Solutions09:36 The Role of Bitcoin Miners in Energy Flexibility12:28 Market Trends and Future Predictions15:36 Hedging Strategies and Risk Management18:21 Seasonality and Ancillary Services in Energy Markets21:33 Final Thoughts and Audience Engagement

Zach Bush unpacks how moving from individualism to interconnectedness can heal both ourselves and the planet. This episode delves into breaking the cycle of consumerism, remembering the innate intelligence of life, and embracing the changes that come with personal growth. Through powerful metaphors-like death as a way home to ourselves-and reflections on the seasonality of life, Zach reveals how stress and challenge are essential for true growth. This conversation offers a hopeful vision for the future and practical insights for coming home to ourselves and the earth.Try Pique Life tea and save 20% for life & get a free frother:https://www.piquelife.com/KnowThyselfAndrés Book Recs: https://www.knowthyself.one/books___________0:00 Intro1:39 From Individualism to Interconnectedness 7:12 Breaking the Cycle of Consumerism12:33 Remembering Our Innate Intelligence17:52 The Transformation Zach Has Been Going Through21:45 Metaphor of Death to Bring Us Home to Ourselves25:54 Embracing the Seasonality of Life33:30 Ad: PiqueLife36:40 Relationship Between Stress and Growth39:49 Unlocking Our Unique Dharma44:58 Creating Space for Stillness & Seeing the Beauty of Life53:18 Prevailing Message for Humanity57:47 Fear of Death Limits Our Capacity for Life1:03:00 Prediction for the Next 5 Years1:08:30 Conclusion___________Episode Resources: https://www.instagram.com/zachbushmd/https://zachbushmd.komi.io/https://www.instagram.com/andreduqum/https://www.instagram.com/knowthyself/https://www.youtube.com/@knowthyselfpodcasthttps://www.knowthyself.oneListen to the show:Spotify: https://spoti.fi/4bZMq9lApple: https://apple.co/4iATICX

Tom welcomes back Chris Vermeulen, the founder of The Technical Traders, to discuss the highly volatile year of 2025 so far. He notes that volatility has been extreme across various asset classes, driven by factors like geopolitical tensions, AI advancements, and fears of an impending recession. Vermeulen emphasized that while day traders thrive in such environments due to significant intraday swings, swing traders face increased risks with massive price gaps. Long-term investors should prioritize capital preservation by moving to cash until market clarity emerges, as he believes a bear market has already begun. He warned against the "buy the dip" mentality, especially for those nearing retirement, cautioning that this approach could lead to significant losses in a prolonged bear market. Vermeulen points out key indicators of an impending financial reset, including economic data showing hiring declines and rising unemployment, as well as housing market corrections with inventories soaring. Gold was discussed as a safe haven asset, though Vermeulen cautioned about potential pullbacks. He suggested that gold miners could offer better opportunities once the market stabilizes. Seasonality plays a role in his analysis, noting that stock markets typically struggle post-May, aligning with his bearish outlook. Real estate was also addressed, with Vermeulen predicting price drops of 15-20% and warning about the broader economic impact as housing values decline. He highlighted the psychological effect on investors when their largest asset depreciates, potentially leading to panic selling across markets. The U.S. dollar's potential strength was discussed, with Vermeulen suggesting it could rally in a risk-off environment. Time Stamp References:0:00 - Introduction0:52 - Market Volatility & Trading4:58 - Markets in Topping Stage8:30 - Cliff Phase Indicators15:22 - Downside Targets Gold18:50 - Expectations for Miners?23:18 - Seasonality in 2025?26:00 - Silver Markets & Risk?28:57 - Bitcoin Decoupling31:45 - Real Estate & Nest Eggs34:30 - Google Search Trends42:08 - Dollar Thoughts48:49 - Mkt Resets & Wrap Up Guest Links:Twitter: https://twitter.com/TheTechTradersWebsite: https://www.thetechnicaltraders.com/ Chris Vermeulen is the Founder of Technical Traders Ltd. Chris has been involved in the markets since 1997. He is an internationally recognized technical analyst, trader, and author. Years of research, trading, and helping individual traders worldwide have taught him that many traders have great trading ideas, but they lack one thing. They struggle to execute trades systematically for consistent results. Chris helps educate traders, and his mission is to help his clients boost their trading performance while reducing market exposure and portfolio volatility. He has also been on the cover of AmalgaTrader Magazine and featured in Futures Magazine, Gold-Eagle, Safe Haven, The Street, Kitco, Financial Sense, Dick Davis Investment Digest, and dozens of other financial websites.