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Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflation-hedging equity sleeve inside a modern balanced portfolio. Alex makes the structural case for owning commodity producer equities rather than commodity futures — the tax efficiency, the equity risk premium layered on top of the commodity exposure, and the 50+ year track record of outperforming global equities by roughly 2% a year. He walks through how RPAR and UPAR construct the sleeve using the broad Morningstar Global Upstream Natural Resources Net Return Index (roughly a third energy, a third industrial and precious metals, a third agriculture), why diversification within the sleeve matters more than picking a single subsector, and why the diversification benefit shows up most when it's needed most — 2022 (equities down 18%, producers up 15%), Q1 2026 (equities down 3%, producers up 20%), and the 1970s (13%+ annualized for a full decade of stagflation). He also gets candid about the behavioral difficulty of holding this sleeve as a standalone position — the 20-30% higher volatility versus global equities, the extended stretches where it deviates significantly from the broader market, and why rebalancing across the risk-parity buckets is what actually captures the long-run edge. The conversation closes with the practical case for RPAR versus a traditional 60/40: what inflation looks like when you zoom out over 100 years, why "low and stable" is the abnormal regime rather than the normal one, and where inflation-linked bonds fit alongside the commodity producer sleeve. Topics covered: (00:00) Opening — another Lead-Lag Live single-topic risk-parity conversation with Alex Shahidi (00:30) Alex introduces Evoke Advisors, RPAR and UPAR, and the risk-parity framework (02:18) Why commodity producer equities instead of commodity futures — tax efficiency and the equity risk premium (04:13) Devil's advocate: are gold miners and other producers actually equities in disguise? (05:09) How the broad producer index is constructed — energy, metals, agriculture, and why diversification within the sleeve matters (06:07) Contango, backwardation, and why the futures path complicates the futures-based approach (07:27) Historical case study — 2022 (equities -18%, producers +15%) and Q1 2026 (equities -3%, producers +20%) (08:50) The 1970s parallel — 13%+ annualized during a decade of stagflation (10:10) Why correlation is a byproduct — divergence shows up when you need it most (12:05) The 55-year track record — 2% annualized outperformance vs global equities, liquid and tax efficient (13:32) Currency exposure and dollar sensitivity in the producer sleeve (14:27) The behavioral challenge — 20-30% more volatile than equities and the discipline required to hold it (17:40) Rebalancing as programmatic mean reversion — why trimming winners matters over full cycles (19:37) Making the case for RPAR versus a traditional 60/40 — the inflation-hedge gap (20:36) Zooming out — 100 years of inflation history and why "low and stable" is the abnormal regime (21:31) Where inflation-linked bonds fit alongside the producer sleeve in a full risk-parity framework About Evoke Advisors: Evoke Advisors is a large, independent registered investment advisor headquartered in Los Angeles, co-founded by Alex Shahidi. The firm co-portfolio-manages the RPAR Risk Parity ETF and the UPAR Ultra Risk Parity ETF, both built on the principle that a balanced portfolio should diversify across economic environments — not just across asset classes. Where to find Alex and Evoke: Website: evokeadvisors.com RPAR + UPAR ETFs: rparetf.com The Lead-Lag Report: leadlagreport.com Sponsored by Evoke Advisors: The RPAR Risk Parity ETF (RPAR) and UPAR Ultra Risk Parity ETF (UPAR) offer diversified, all-weather exposure across global equities, Treasuries, TIPS, gold, and commodity producers — engineered to balance risk across four economic environments. Learn more at rparetf.com. Important disclosures: This podcast is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Investors should carefully consider the investment objectives, risks, charges, and expenses of any fund before investing. Past performance is not indicative of future results. RPAR and UPAR are subject to market risk, interest rate risk, commodity risk, and other risks disclosed in the fund prospectus. Investing in commodity-related equities involves the risks of the underlying commodities markets, including significant price volatility. Please read the prospectus carefully before investing. Support the show
Alex Shahidi, Managing Principal at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, joins Michael Gayed on Lead-Lag Live to unpack why gold belongs at the core of a modern risk-parity portfolio — and why the traditional 60/40 keeps failing in inflationary regimes. In this first of a new series of narrower, single-topic risk-parity conversations, Alex walks through the three-step framework behind RPAR and UPAR, explains why correlation is a byproduct rather than a driver of diversification, and makes the structural case for gold as an anti-paper-money hedge against fiat debasement, sovereign debt monetization, and central-bank de-dollarization. Topics covered: (00:00) A different kind of Lead-Lag Live — post-close, single-topic risk-parity series with Alex Shahidi (00:57) The three-step risk-parity framework: diverse asset classes, risk-balancing, and rebalancing (02:15) Why the traditional 60/40 concentrates almost all risk in stocks (02:44) Correlation is a byproduct — the four economic environments that actually drive returns (04:26) Adding assets with the opposite inflation bias: gold, commodities, and TIPS (04:50) The growth-vs-inflation quadrant framework and reading market-implied environments (06:18) Gold as an investment: cutting through the gold-bug and gold-skeptic extremes (07:13) The 55-year track record — gold's return, low correlation, and diversification value (08:40) Inside RPAR: why gold is separated from commodity producers as its own bucket (09:53) How gold behaves like a bond in a downturn — the Q1 2020 case study (11:20) When gold doesn't outperform: the liquidity-tightening exception (12:17) The narrative around gold — why every asset needs a story for capital to flow (13:15) Fiat debasement, currency printing, and gold's structural tailwind (14:43) Central-bank de-dollarization since 2022 and the shift into gold reserves (16:08) The bear case: what would derail gold from here (16:33) "Why buy something that yields nothing?" — the pricing-power counterargument (18:24) Building a portfolio with meaningful gold exposure to balance equity risk (19:41) Bullish on diversification, not predictions — the discipline of rebalancing (20:39) Closing thoughts on the new single-asset-class series with Alex About Evoke Advisors: Evoke Advisors is a Los Angeles–based independent wealth-management firm. Alex Shahidi co-manages the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, applying a systematic risk-parity approach designed to balance exposures across the four macro environments — rising and falling growth, rising and falling inflation. Where to find Alex Shahidi: Evoke Advisors: evokeadvisors.com LinkedIn: Alex Shahidi, CFA, CIMA The Lead-Lag Report: Get Michael's institutional-grade macro research and market analysis. leadlagreport.com Sponsored by Evoke Advisors: Evoke's risk-parity strategies — RPAR and UPAR — offer diversified exposure across global equities, commodities, gold, and treasuries designed to perform across all four macro environments. Learn more at evokeadvisors.com. Disclaimer: The content of this podcast is for informational purposes only and is not intended as personalized investment advice. Views expressed reflect the current opinions of Michael A. Gayed, CFA, and guests as of the date recorded, are subject to change without notice, and do not represent the views of any firm or entity. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Consult a qualified financial advisor before making investment decisions. Lead-Lag Media and its principals may hold positions in the securities discussed. Support the show
“Pain sucks,” as Zam puts it — and ignoring it doesn't make it go away. Dr. Bita Shahidi, a physical therapist who has worked with firefighters and professional athletes, explains why the aches and pains firefighters push through during their careers often become the injuries that define retirement. She urges firefighters to approach their bodies like tactical athletes, with regular movement screenings, mobility work and recovery built into the job — instead of waiting until something breaks. Shahidi also shares a simple three-minute mobility routine, explains why sleep and breathing matter as much as strength training, and makes the case for treating small pains before they become surgeries. The takeaway is straightforward: A few minutes of maintenance today can help you perform better now and enjoy retirement without paying for decades of ignored wear and tear. This episode of the Better Every Shift Podcast is sponsored by TheFireStore. Learn more about getting the gear you need at prices you can afford by visiting TheFireStore. Email bettereveryshift@firerescue1.com to share your feedback.
RPAR Risk Parity ETF joins Michael A. Gayed, CFA to discuss lead-lag live: alex shahidi, evoke advisors — rpar risk parity etf. Topics covered in this episode: - Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF - Market insights from RPAR Risk Parity ETF - Practical takeaways for listeners GUEST: RPAR Risk Parity ETF --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
Fresh from a hip replacement, Harry interviews Sam Shahidi in person, the CEO and co-founder of Happy Dad Hard Seltzer. Sam stopped by our San Antonio studio to talk about Happy Dad's explosive growth to 258 distributors, the brutal reality of switching away from RNDC, and why Gen Z just doesn't have money left over for beer anymore — between Zyn, Celsius, DoorDash, and sports betting, the wallet is tapped before they ever hit a bar.Sam also breaks down Happy Dad's new 10% ABV non-carbonated lemonade, the Realtree camo collab, a major Target national rollout, and the hiring of former BeatBox execs. Looking ahead, c-store expansion and sampling are the two key levers for hitting 4.1 million cases in 2026.Plus: Harry and Sam tease a future episode on AI.=================================Our 3 Daily Bev-Alc Trade Publications: https://beernet.com/Watch on Youtube: https://www.youtube.com/@BeerNetRadio/videosPodcast feeds - Audio: https://creators.spotify.com/pod/beernetradio=================================About Us:Beer Business Daily / Wine & Spirits Daily publisher Harry Schuhmacher joins his editors and bev-alc industry guests once a week as they grok the beer and beverage business issues of the day. Like and subscribe; it's free.-Our Three Daily Bev-Alc Trade Publications: https://beernet.com/-Twitter: @beerbizdaily#beernews #beerindustry #beer #beerbusiness
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why markets heading into 2026 are forcing investors to rethink diversification, risk, and portfolio construction.With inflation remaining sticky, political uncertainty rising, and stocks and bonds often moving together during inflation shocks, Alex explains why the traditional 60/40 framework falls short and what true diversification actually looks like in an environment defined by wide-ranging macro outcomes.Throughout the conversation, we discuss how his work around balanced asset allocation and risk parity has evolved from theory into practice, including the thinking behind the RPAR ETFs available at RPAR Risk Parity ETF. , the broader research and conversations he hosts each week on Insightful Investor , and how this framework is implemented in real client portfolios at Evoke Advisors . Alex also shares perspectives he's written about through his Forbes Finance Council contributions and the ideas explored more deeply in his book: Risk Parity: How to Invest for All Market Environments and Balanced Asset Allocation: How to Profit in Any Economic Climate.In this episode:– Why inflation uncertainty changes how diversification actually works– How stocks and bonds can fail at the same time during inflation shocks– What investors misunderstand about risk parity and balance– Why assets like commodities and gold need meaningful weight to matter– How to think about portfolio construction when outcomes are highly uncertainLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
As 2025 draws to a close, we're proud to present the year's top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)
As 2025 draws to a close, we're proud to present the year's top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)
Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Alex Shahidi, CO-CIO at Evoke Advisors, to break down what risk parity really is and why traditional frameworks like 60 40 may leave investors exposed.Shahidi explains how growth and inflation cycles historically drive long term returns, why diversification is often misunderstood, and how a true balanced allocation uses equities, commodities, gold, treasuries, and inflation linked bonds to weather very different market regimes. He also discusses the philosophy behind the RPAR Risk Parity ETF and why more advisors are reconsidering how they approach portfolio construction.In this episode:Why most portfolios are less diversified than investors thinkHow growth and inflation surprises drive major market cyclesThe role of commodities, gold, and inflation linked bonds in a balanced allocationWhy equal risk contribution matters more than traditional 60 40 mixesHow advisors can use risk parity to build more resilient portfoliosLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Investing #PortfolioStrategy #GlobalMarkets #RiskManagement #MacroTrends #AssetAllocation #Finance #MarketOutlook #ETFStrategiesStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshaping markets — from persistent inflation to weakening growth, rising deficits, and the return of macro volatility.From the limitations of the traditional 60-40 portfolio to the misunderstood mechanics behind risk parity, Shahidi explains how investors can build portfolios that survive multiple economic regimes without relying on forecasts or market timing.In this episode:– Why inflation volatility poses the biggest risk to portfolios today– How the past decade created dangerous concentration in equities– Why most investors misunderstand what true diversification means– How risk parity protects against extreme macro outcomes– How RPAR expresses a balanced, multi-regime investment frameworkLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#RiskParity #Diversification #Inflation #RPAR #Markets #EvokeAdvisors #PortfolioConstruction #MacroInvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to explore why traditional portfolio construction is failing investors.From lost decades in the S&P 500 to the dangers of overconcentration, Alex lays out why diversification is more than a buzzword—and how risk parity creates a framework that can withstand both growth and inflation shocks.In this episode:– Why owning the S&P 500 alone exposes investors to hidden– The lessons from the 1970s inflation era and what they mean– How risk parity differs from traditional 60/40– The biggest misconceptions investors have about risk– Practical first steps investors can take to diversifyLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Diversification #RiskParity #Investing #Inflation #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
¿Aceite de oliva, girasol, coco o manteca de cerdo?
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 ProblemIn this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk about why most portfolios aren't nearly as diversified as investors think — and how risk parity aims to fix that.We dig into why the traditional 60/40 portfolio fails, how to truly diversify against growth and inflation shocks, and why today's market risks make balance more important than ever.In this episode:Why “balanced” portfolios are still stock-heavyHow risk parity works — and why it's really about true diversificationBuilding portfolios that avoid “lost decades”Why inflation risk has returned after decades of stabilityHow today's concentration in U.S. mega caps could backfireLead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.#LeadLagLive #Investing #PortfolioStrategy #RiskParity #StockMarket #AlexShahidi #AssetAllocationSupport the show
Louis II de Bavière, est passé dans la postérité en tant que roi bâtisseur romantique et misanthrope. Adhérez à cette chaîne pour obtenir des avantages : https://www.youtube.com/channel/UCN4TCCaX-gqBNkrUqXdgGRA/join Script: Cyrielle Richard Montage : Martin Bérubé de @proposmontreal Pour soutenir la chaîne, au choix: 1. Cliquez sur le bouton « Adhérer » sous la vidéo. 2. Patreon: https://www.patreon.com/hndl Musique issue du site : epidemicsound.com Images provenant de https://www.storyblocks.com Abonnez-vous à la chaine: https://www.youtube.com/c/LHistoirenousledira Les vidéos sont utilisées à des fins éducatives selon l'article 107 du Copyright Act de 1976 sur le Fair-Use. Découvrez tous les livres de Cyrielle Richard ici: https://www.leslibraires.ca/auteur/cyrielle-richard-375256?srsltid=AfmBOopYOxrnTCCHfyHIHU2897JoBUBhEE4C-Gts3jZJs6H68NtIlXwf Sources et pour aller plus loin: Bercherie, P. (2004). Histoire et structure du savoir psychiatrique, les fondements de la clinique 1, Paris : l'Harmattan Decours, C. (2019). Louis II de Bavière, le trône et la folie, Paris : Fayard Desing, L. (1976)., Roi Louis II- Sa vie, Sa fin, Lechbruck: Kienberger Förstl, H., Immler, G., Seitz, M., Hacker, R., (2008)., Ludwig II, King of Bavaria: a royal medical history, Acta Psychiatrica Scandinavica, 118, 499-502 Gebhardt, H. (2017). König Ludwig II. hatte einen Vogel: Unglaubliche, aber wahre Geschichten über Bayerns Märchenkönig, Grünwald: Deutschland, Stiebner Hacker, R., Seitz, M., & Förstl, H. (2007). Ludwig II. von Bayern - schizotype Persönlichkeit und frontotemporale Degeneration?, Deutsch Medezine Wochenschr, 132(40), 2096-2099 Häfner, H. (2008). Ein König wird beseitigt: Ludwig II. von Bayern, München: Deutschland, Beck Häfner, H.,& Sommer, F. (2011). War das psychiatrische Gutachten B. von Guddens über König Ludwig II. von Bayern korrekt?. Nervenarzt, 82, 6-11 Häfner, H., & Sommer, F. (2013). The Bavarian royal drama of 1886 and the misuse of psychiatry: new results, History of Psychiatry, 24(3), 274-291 Richard, C. (2022)., Histoires insolites en psychiatrie, Paris : Ellipses Steinberg, R., & Falkai, P. (2021). Was King Ludwig II of Bavaria misdiagnosed by Gudden and his colleagues?, European Archives of Psychiatry and Clinical Neuroscience, 271,799–807 Tribolet, S. &. Shahidi, M. (2005). Nouveau précis de sémiologie psychiatrique. Paris: Heures de France Autres références disponibles sur demande. #histoire #documentaire #paranoia #baviera #louis2 #sissi
The investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversification offers protection against our behavioral biases.When we zoom in too closely on market movements, every fluctuation appears significant, triggering emotional responses that frequently sabotage our long-term success. The natural instincts that serve us well in everyday life often lead to counterproductive investment behaviors—buying high and selling low in response to fear and greed. A risk parity framework offers an antidote to these tendencies by emphasizing balanced exposure across assets that respond differently to various economic conditions.True diversification extends far beyond traditional 60/40 portfolios, which typically show 98% correlation with equity markets. Instead, it requires thoughtful allocation across stocks, bonds, commodities, and inflation-protected securities, weighted according to their volatility characteristics. Historical data supports this approach: equities have experienced "lost decades" in two of the past five decades, while alternative assets like gold have delivered comparable long-term returns but performed best during equity's worst periods. This complementary performance pattern demonstrates why diversification across uncorrelated assets provides the only "free lunch" in investing.Today's environment of heightened uncertainty and inflation volatility makes diversified approaches more valuable than ever. While many portfolios have become increasingly concentrated in U.S. equities after years of outperformance, the coming decade may reward those who embrace a more balanced approach to navigating the unknowable future. Remember: investing isn't about predicting tomorrow perfectly—it's about building resilient portfolios that can thrive across diverse economic scenarios.Riddler Road Rally is not your average adventure. It's a live, citywide scavenger hunt on wheels, that will be the most fun you have this summer!Riddler Road Rally is hitting eleven cities across Utah and Idaho. Each rally brings new clues and its own vibe, with pre-rally parties, swag giveaways, and surprise diversions. Whether you rep your hometown or hit every stop on the Wasatch Tour to climb the 2025 leaderboard, the choice is yours.You and your team will race across t Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Riddler Road Rally is not your average adventure. It's a live, citywide scavenger hunt on wheels, that will be the most fun you have this summer!Riddler Road Rally is hitting eleven cities across Utah and Idaho. Each rally brings new clues and its own vibe, with pre-rally parties, swag giveaways, and surprise diversions. Whether you rep your hometown or hit every stop on the Wasatch Tour to climb the 2025 leaderboard, the choice is yours.You and your team will race across t Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
This podcast is the first of a limited number of longform podcasts that highlight significant events from The Suraj Podcast. This extended podcast is a compilation of episodes 90-93 of The Suraj Podcast recounting the martyrdom [shahidi] of Guru Arjan Dev Ji. For those that wish to enjoy even further context, we encourage listening to episodes 86-89 which narrate additional preceding events to Guru Arjan Dev Ji's Shahidi including the Gurgaddi of Guru Hargobind, Guru Arjan Dev Ji's last meeting with Mata Ganga, and Guru Arjan Dev Ji's final discussion with Jahangir.
Are you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets."It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Advisors. After years of low interest rates, stable volatility, and US stock dominance, today's environment features sticky inflation, political uncertainty, and a significantly constrained policy response toolkit. The potential range of outcomes is wider than at any point in recent memory, with greater risk of extreme scenarios.Most investors remain dangerously positioned for yesterday's market conditions. While many believe their 60/40 portfolios provide adequate diversification, Shahidi reveals that such allocations are 98% correlated with the stock market because stocks contribute disproportionately to volatility and returns. True diversification requires balancing risk contributions across multiple asset classes – what's known as risk parity.The conversation challenges conventional wisdom about gold, revealing it has returned approximately 8% annually since 1971, just behind equities' 9%, with near-zero correlation. The 1970s and 2000s were excellent for gold but poor for stocks, while the 1980s and 1990s saw the reverse pattern. This makes gold an exceptionally valuable diversifier that remains underrepresented in most portfolios.Perhaps most importantly, Shahidi offers a powerful framework for navigating today's uncertainty: "Diversification always trumps conviction." While it's natural to want to predict the future and position accordingly, the odds of consistent success in market timing are slim. A truly diversified portfolio removes much of the emotional pressure from investing decisions, allowing investors to follow a "slow and steady" path that historically delivers superior long-term results.Ready to rethink your investment approach for the decade ahead? Listen now to discover how true diversification might be your best protection against whatever the markets throw at us next. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of diversification, revealing the limitations of the conventional 60/40 model that many investors continue to favor. With insights backed by historical data, we explore how equities, commodities, treasuries, and gold have performed through various market cycles. Shahidi clarifies the concept of risk parity, shedding light on how it can create a resilient investment portfolio that adapts to market fluctuations while aiming for consistent returns. He discusses the potential returns from traditionally lower-risk assets, explaining how leverage can enhance their performance to match or even exceed that of equities. Through this engaging discussion, listeners gain a better understanding of how to structure their portfolios for greater stability and consistency. Shahidi also highlights the risks associated with focusing solely on short-term market trends, urging investors to adopt a long-term perspective that prioritizes diversity in their asset allocation. As you tune in, consider your own investment approach. Are you gambling by putting all your eggs in one basket, or are you ready to embrace a diverse, strategic framework that stands the test of time? Share your thoughts about risk parity and how it has influenced your financial planning. Your journey to informed investing starts here—demand the answers you need and engage with us! Remember to subscribe and leave a review for more insightful discussions!DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Today Harry speaks with Sam Shahidi, co-founder and CEO of Happy Dad hard seltzer, on moving to a beer distributor network, expanding distribution in c-stores and on-premise, taking it to 4 mil cases, and more. ================================= Our 3 Daily Bev-Alc Trade Publications: https://beernet.com/ Watch on Youtube: https://www.youtube.com/@BeerNetRadio/videos Podcast feeds - Audio: https://creators.spotify.com/pod/beernetradio ================================= About Us: Beer Business Daily / Wine & Spirits Daily publisher Harry Schuhmacher joins his editors and bev-alc industry guests once a week as they grok the beer and beverage business issues of the day. Like and subscribe; it's free. -Our Three Daily Bev-Alc Trade Publications: https://beernet.com/ -Twitter: @beerbizdaily #beernews #beerindustry #beer #beerbusiness
As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last week, and today, we reveal the top 5 insights.
Unlock the secrets to crafting a truly balanced investment strategy that withstands the test of time and market volatility. Join us for an insightful episode with Alex Shahidi from Evoke Advisors as we dissect risk parity investing and its potential to revolutionize traditional portfolio strategies. Discover how this approach aims to mitigate the shortcomings of the classic 60-40 asset allocation model by evenly distributing risk across various economic environments and asset classes.We challenge conventional wisdom by diving into historical market events like the dot-com bubble and the global financial crisis, examining how they exposed vulnerabilities in traditional investment strategies. With risk parity, we introduce a framework that seeks to spread growth and inflation risks more evenly, helping investors avoid the pitfalls of concentrating holdings in a single asset class. This conversation is packed with strategies to reduce volatility and provides insights into the dynamics of constructing a diversified portfolio, especially in the context of cash dominance and shifting economic landscapes.Explore the complexities of leveraging balanced portfolios with innovative tools like RPAR and UPAR, and learn how they can serve as strategic alternatives to maximize your investment potential. With real-world examples and expert insights, we delve into the nuances of economic cycles, interest rates, and inflation expectations. Gain an understanding of how these factors impact investments and why a diversified approach can offer both security and enhanced returns. Whether you're an aggressive investor or seeking a new diversification strategy, this episode offers valuable perspectives on navigating the ever-evolving financial markets.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Sign up at LearnCorporate.com and take control of your career and finances. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helpinglisteners achieve better long-term outcomes by avoiding common pitfalls.
The Future of Electric Mobility in the U.S. LIVE from the Concordia Annual Summit in NYC, we sit down with Hooman Shahidi, CEO of EVPassport to discuss electric vehicle (EV) charging infrastructure. EVPassport is a user-friendly EV charging network that lets drivers charge without needing an app. In this episode, we'll dive into U.S. EV policy, the surge in EV demand, and how EVPassport is driving innovation through its Infrastructure-as-a-Service (IaaS) model.Watch on YouTubeVisit our Website
Send us a textJoin our host, Dr. Grant Hogue, for a discussion with Drs. Behrooz A. Akbarnia, Fernando Rios, and Bahar Shahidi about their article in the Spine Deformity Journal, titled "Proximal Foundation Anchor Variations and Their Correlation with Unplanned Return to the Operating Room in Children with EOS Treated with MCGR."*The Scoliosis Research Society (SRS) podcast is aimed at delivering the most current and trusted information to clinicians that care for patients with scoliosis and other spinal conditions. From news in the world of spinal conditions, to discussions with thought leaders in the field, we aim to provide up-to-date, quality information that will impact the daily practice of spinal conditions.
What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution of financial advising, transitioning from commission-driven stockbroking to a more client-focused advisory model that prioritizes independent thinking over firm profits.As we navigate the challenges of our current financial landscape, Alex and I discuss the crucial role of questioning established methods, like the traditional 60-40 portfolio model. The conversation highlights the dangers of recency bias and underscores the importance of examining historical market data to better understand investment cycles. We tackle the unpredictable nature of market trends and the necessity of preparing for unexpected events, all while advocating for a more diversified approach to portfolio management that aligns with individual risk tolerance.Dive into the world of risk parity and asset diversification as we break down strategies for building a robust investment portfolio. From the potential benefits of inflation hedge assets like commodities and gold to the framework of balancing risk and return across diverse asset classes, we emphasize the value of true diversification. Our discussion underscores the challenges faced by investors in maintaining a long-term approach amidst the constant influx of market information, ultimately advocating for a balanced investment strategy tailored to individual patience and perspective.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Soon to celebrate his 50th birthday by journeying from Paris to Tokyo by car along the Southern Silk Road, the French Moroccan creative director, artist, and entrepreneur Ramdane Touhami says he's “thirsty for life like it's just the beginning,” and it shows. Among his 17 (yes, 17) companies are the cult grooming brand Officine Universelle Buly 1803, which he and his wife co-founded in 2014 and sold to LVMH in 2021; the Paris-based creative agency Art Recherche Industrie, whose clients include Christofle, Moynat, and Gohar World; and Hotel Drei Berge, which he opened in the Swiss Alps last year. With each of his enterprises, Touhami has proven, time and again, how much craft matters—that there's a real demand for it in a streamlined world that prioritizes efficiency, and that it's not necessarily at odds with turning a profit.On the episode, Touhami talks about the parallels between Japan and Switzerland, business as a religion, and the healing power of mountains.Special thanks to our Season 9 presenting sponsor, L'École, School of Jewelry Arts.Show notes:Ramdane Touhami[5:29] Hotel Drei Berge Hotel[5:29] Élisée Reclus[8:36] Angelo Mangiarotti[8:36] Tobia Scarpa[8:36] Dieter Rams[5:29] “Ramdane Touhami's Peak Performance”[17:12] Mos Def[20:28] Henry David Thoreau[28:16] Officine Universelle Buly 1803[28:16] Cire Trudon[1:00:35] Aman[27:06] Ignacio Mattos[28:16] LVMH[34:54] An Atlas of Natural Beauty[34:33] Bernard Arnault[34:54] Izumi Aki[41:54] Société Helvétique d'Impression Typographique[43:54] Émile Shahidi[44:30] Radical Media[44:59] Tricontinental magazine[57:24] “A Parisian Designer Builds His Dream House in a Former Brothel”[1:00:35] Southern Silk Road
John Shahidi is the president of Happy Dad. In this episode we dive into the importance of health, spirituality, and maintaining close family ties, how the social media landscape is changing, and the delicate balance between promoting products like alcohol and encouraging a culture of health and wellness. Timestamps: 00:30 Intro 00:00 John's Weight Loss Journey 07:38 Starting early on social media 15:46 John's childhood 20:00 Having a positive attitude and joy. 23:25 Gratitude for God 31:32 YouTube is the best platform 34:40 Create your own ecosystem 41:38 Joining trends too late 48:32 How to come up with new ideas 51:49 Hard liquor sales are down 56:31 Prioritize faith, family, health, and kindness 1:04:45 Having Valuable Friendships 1:05:48 How to have a healthy lifestyle 1:13:10 How John's wife transforms him Recorded on January 9, 2024
Join our FREE 3 Day Breathwork Challenge: https://theultimatehuman.com/breathwork Get weekly tips from Gary Brecka on how to optimize your health and lifestyle routines - go to https://www.theultimatehuman.com/ For more info on Gary, please click here: https://linktr.ee/thegarybrecka Order The 1 Genetic Test That Will Give You Results For Life Here: https://10xhealthnetwork.com/pages/genetic-testing?utm_source=gbrecka Get The Supplements That Gary Recommends Here: https://10xhealthnetwork.com/pages/supplements?utm_source=gbrecka Sign up for 10X Health Affiliate Program https://10xhealthsystem.com/GBaffiliate ECHO GO PLUS HYDROGEN WATER BOTTLE https://echoh2o.com/?oid=19&affid=236 BODY HEALTH - USE CODE ULTIMATE10 for 10% OFF YOUR ORDER https://bodyhealth.com/ultimate How did a YouTube prank channel turn into a multi-million dollar business empire? Gary Brecka sits down for an in-depth conversation with entrepreneur Kyle Forgeard, the man behind Nelk, Full Send, and Happy Dad to talk about about navigating YouTube demonetizing his channels, turning fan engagement into lucrative merch drops, and partnering with John and Sam Shahidi to launch the future billion dollar seltzer brand, Happy Dad. Kyle found himself at his lowest point last Summer and knew he needed to make a change. After years of drinking and partying, he committed to turning his health around and has naturally seen improvements in his testosterone, liver function, and has completely changed the way he approaches life and business. 0:00 - Who is Kyle Forgeard? 02:45 - How did Kyle and Nelk get started? 05:50 - What inspired him to drop out of University? 08:45 - How does he come up with video ideas? 10:10 - Why it was good that YouTube demonetized their channel. 11:00 - How did they get started in merch? 14:50 - How much money does Full Send make off merch? 18:00 - How Kyle got connected with John and Sam Shahidi 20:00 - Why they started Happy Dad Hard Seltzers. 24:00 - What did they do to launch Happy Dad? 26:00 - Why it's important to have in-person connections and meet-ups. 29:40 - When did Kyle start working with Gary Brecka? 32:30 - Gary breaks down Kyle Forgeard's numbers. 36:00 - What changes did Kyle make to improve his health? 37:20 - Gary breaks down the protocol the clinical team put Kyle on. 39:30 - What boundaries did he have to set with the people around him? 41:45 - Keto Diet 43:45 - How public accountability helped him make better decisions. 46:30 - How has focusing on his health impacted his business? 49:45 - The impact of the Shahidi brothers. 51:30 - Launching Happy Dad in Canada. 53:00 - Happy Dad is launching a Hard Tea. 54:30 - Behind the scenes of having Donald Trump on the Full Send Podcast. 55:30 - How Kyle and Dana White became friends. 01:03:00 - Interviewing Elon Musk. 01:03:40 - How improving his health has changed everything he does. FOLLOW Gary Brecka: @garybrecka The Ultimate Human: @ultimatehumanpod Follow Kyle Forgeard: @Kyle Follow the Full Send Podcast: Full Send YouTube Follow NELK: NELK YouTube Happy Dad: https://happydad.com/ Subscribe on YouTube: @ultimatehumanpodcast Disclaimer: The Ultimate Human with Gary Brecka Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard or delay in obtaining medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Episode #1, where we introduce our host, Alex. In this inaugural episode, Alex delves into his background, revealing key investment lessons from his multi-decade journey in the field. He also discusses his inspiration behind starting this podcast. Special guest Damien Bisserier, Alex's long-term business partner and Co-CIO of Evoke Advisors, takes on the role of interviewer.
Get weekly tips from Gary Brecka on how to optimize your health and lifestyle routines - go to https://www.theultimatehuman.com/ For more info on Gary, please click here: https://link.me/garybrecka [link.me] Order The 1 Genetic Test That Will Give You Results For Life Here: https://10xhealthnetwork.com/pages/genetic-testing?utm_source=gbrecka Get The Supplements That Gary Recommends Here: https://10xhealthnetwork.com/pages/supplements?utm_source=gbrecka Sign up for 10X Health Affiliate Program https://10xhealthsystem.com/GBaffiliate ECHO GO PLUS HYDROGEN WATER BOTTLE https://echoh2o.com/?oid=19&affid=236 BODY HEALTH - USE CODE ULTIMATE10 for 10% OFF YOUR ORDER https://bodyhealth.com/ultimate What do Justin Bieber, Floyd Maywether, The Nelk Boys, and Snoop Dog have in common? Today's guests, John and Sammy Shahidi, have been some of the driving minds behind some of their biggest ventures and building iconic brands. Gary Brecka dives in to talk about how meeting with them changed their trajectory and how the Shahidi brothers approach their lives and businesses today. John and Sammy are behind the massively popular Shots Podcast Network, home of The Full Send Podcast, The Pivot, and Hot Boxin' with Mike Tyson. They are also the brains behind one of the most explosive brands in the alcohol industry today, Happy Dad. You'll learn about how they've built their businesses, what makes a brand that lasts, and how they build such engaged audiences for all of their brands! CHAPTERS 0:00 - Who are John and Sammy Shahidi? 05:30 - Why you should build a brand that doesn't rely on sponsors. 11:00 - How Happy Dad Seltzer's got started. 13:00 - What's the difference in brands that fail and last? 16:00 - How did Gary get started working with the Shahidi brothers? 19:00 - Why John Shahidi had to change his life. 23:00 - How they started treating John's testosterone without hormone therapy. 25:30 - What role has God played in John Shahidi's life? 28:00 - What are the main factors that cause anxiety? 31:00 - Why sitting is the new smoking. 36:15 - How the thyroid impacts the body. 39:00 - What happened when Sammy stopped his protocol? 40:15 - NMN supplement, What does it do and why is it important? 46:50 - Why you should be drinking hydrogen water. 50:30 - How Happy Dad got started. 1:03:00 - What's next for Happy Dad? 1:05:00 - Partnering with Snoop Dog 1:08:00 - How to balance multiple businesses. 1:16:15 - The importance of in-person connection with your audience. 1:19:00 - Can you take too many supplements? 1:22:00 - What are the healthiest carbohydrates? 1:25:30 - What are the healthiest breakfast foods? 1:31:00 - Being around UFC fighters and behind the scenes of Sean Strickland and Dricus Du Plessis crowd fight at UFC 296. 1:36:00 - How to win at the YouTube algorithm. 1:40:00 - Why focus on short-form content. 1:43:00 - What is the future of podcasting? FOLLOW Gary Brecka: @garybrecka The Ultimate Human: @ultimatehumanpod John Shahidi: @John Sammy Shahidi: @Sammy Happy Dad: https://happydad.com/ Shots Podcast Network: https://shots.com/ Subscribe on YouTube: @ultimatehumanpodcast Disclaimer: The Ultimate Human with Gary Brecka Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard or delay in obtaining medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. Learn more about your ad choices. Visit megaphone.fm/adchoices
ਨਵਾਂ ਐਪੀਸੋਡ ਜੱਸਾ ਸਿੰਘ ਨਾਲ ਹੁਣ ਲਾਈਵ ਹੈ! ਇਸ ਪੋਡਕਾਸਟ ਵਿਚ ਅਸੀ ਸ਼ਹੀਦੀ ਪੁਰਬ ਦੇ ਇਤਿਹਾਸ, ਗੁਰੁਦੁਆਰਾਂ ਅੰਦਰੂਨੀ ਗੱਲਾਂ ਅਤੇ ਲੰਗਰ ਦੇ ਅਦਭੁਤ ਪ੍ਰਭਾਵ ਬਾਰੇ ਗੱਲਬਾਤ ਕੀਤੀ ਹੈ। Our latest podcast episode with Jassa Singh is now live! Tune in as we delve into the history of Shahidi Purab, the tranquility of Gurudwaras, and the incredible impact of Langar. Don't miss this enriching conversation
This episode of Omnivore features all-new conversations on timely topics with leading food scientists and experts taken from the pages of the November 2023 issue of Food Technology magazine. Fereidoon Shahidi, professor at Memorial University of Newfoundland and recipient of the 2023 IFT Lifetime Achievement Award in honor of Nicolas Appert, discusses the importance of … Continue reading EP 24: IFT Appert Award Winner Fereidoon Shahidi on Food Waste; FDA on the Food Traceability Rule →
John Shahidi is the secret mastermind behind fullsend, happydad and Nelk! From humble beginnings to working closely with Justin Bieber and Floyd Mayweather. Earnings from his business ventures are estimated to be around $800 million & Today he's here to share the secrets behind his success! ________________________________________________ 00:00 Intro 01:22 Happy Dad Taste Test 01:36 What's Your Role Within The Nelk Empire? 03:34 How Did You Meet The Nelk Boys? 04:10 Bridging The Creator & Business Gap 10:01 Meeting Floyd Mayweather 15:25 Do Powerful Connections Require Luck? 17:34 Creating The Money Team With Floyd Mayweather 18:18 What Is Happy Dad? 20:00 Why Happy Dad Is Dominating 21:13 Selling Out Stores With 0 Marketing 24:05 Happy Dad's Growth Strategy 27:46 Do Big Businesses Understand Creator Brands? 30:08 This Is How Much Work Success Requires! 35:16 Happy Dads Corporate Structure 39:33 Do You Argue With Kyle, Steve & Steiny? 40:54 Why Did You Choose To Work With Nelk? 43:58 The World Is Changing 46:16 Steiny VS Jake Paul On The Full Send Podcast 48:06 Why I Stopped Managing Jake Paul 51:26 Why Strike It Big & Full Send Is Different 55:58 SteveWillDoit's Channel Ban 1:01:17 How Elon Musk Is Creating 'The Everything App' 1:07:48 Rumble VS YouTube 1:10:40 Social Media Is Becoming Evil Record Labels 1:14:32 What Do You Look For In A Podcast? 1:17:37 Is Happy Dad For Sale? 1:21:02 How Did You Fund Happy Dad? 1:23:30 How Do You Competitors Perceive You? 1:30:51 The FullSend Meta Card 1:38:40 The future of AI and VR (debate) 1:47:09 Work-life Balance for Entrepreneurs 1:50:43 How to Make Important Decisions in Business 2:02:02 Steiny's Podcast: One Night with Steiny 2:04:35 Why Your Podcast Will Fail 2:08:10 What's Next for Full Send & Happy Dad? 2:10:29: When Is Enough, enough? 2:12:55 Inspiring the Next Generation of Creators
Actress and producer Yara Shahidi passed through Ebro in the Morning to discuss a variety of topics with Ebro and Laura Stylez including her role as Tinkerbell in the upcoming Disney film 'Peter Pan & Wendy' She discusses her excitement for working the project and how the film will be a bit different in what we remember from the animated movies, and the inspiration behind the relationships between different characters. Shahidi also discusses the outstanding legacy of Black-Ish in which she played Zoey Johnson, growing up with her television family not only personally but also professionally, working with her mother, and more. The actress also shares a crazy Frank Ocean story in which she is a big fan of, loving Chloe and Halle Bailey's work ethic and new projects, music she listens to, working with Disney over the years and more. Yara Shahidi also takes a look at how social media has affected her personally, including the reason she took a Twitter haitus, and how she deals with the different platforms today. ''Peter Pan & Wendy' streams on Disney+ April 28. Find New HOT 97 Podcasts: https://www.hot97.com/podcasts GET TICKETS WITH GAMETIME: https://gametime.co/ USE PROMO CODE EBRO AT CHECK OUT! Enjoy privacy with EXPRESS VPN: https://www.expressvpn.com/ebro See omnystudio.com/listener for privacy information.
On today's episode of Suncast, Reagan and Manny break down who they think currently are the player of the year, pitcher of the year, and coach of the year for Sun Conference baseball and softball (0:00-54:56). Then, Ave Maria's outfield duo Tynan Shahidi & Cole Rasbury join the show (54:58-1:14:52)
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In this exclusive interview, we sit down with John Shahidi, the mastermind behind the Nelk Boys and their successful business ventures, including Happy Dad Seltzer and Full Send podcast. As the owner of Shots Studios, the largest YouTube podcast network, John has a wealth of knowledge and experience in the world of online entertainment and content creation. During the interview, we dive deep into John's journey from a young entrepreneur to becoming one of the most influential figures in the YouTube community. We discuss his approach to building successful brands, the challenges he has faced along the way, and his thoughts on the future of online media. Whether you're a fan of the Nelk Boys, a content creator looking to grow your brand, or simply interested in the world of online entertainment, this interview is not to be missed. So sit back, relax, and join us as we delve into the mind of one of the most innovative and successful entrepreneurs of our time. And make sure you subscribe and turn on notifications for interviews with the most successful people in the world who teach you how to elevate your life. And check out the YouTube channel for videos and clips. --- Support this podcast: https://podcasters.spotify.com/pod/show/tom-ward2/support
In this episode we answer emails from Kevin, Graham and Boone. We discuss the risk parity ETFs, RPAR and UPAR, leveraged portfolios, alternative assets, ETFs and some of the podcasts I'm listening to these days.Links:RPAR webpage: RPAR Risk Parity ETF (rparetf.com)Risk Parity Book Review: Top 10 Risk Parity Resources: #10... Shahidi (2021) (riskparitychronicles.com)CFA Institute Manual Article: chapter-4-from-managing-multiasset-strategies-2018.pdf (callan.com)Rational Reminder Video about Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTubeSound Investing Podcast: Sound Investing on Apple PodcastsMoney With Katie Podcast: The Money with Katie ShowMoney With Katie Portfolio Analysis Blogpost: How to Diversify Outside of the Total Stock Market — Millennial Money with KatieRamit Sethi Podcast: Podcast - I Will Teach You To Be RichMacro Trading Floor Podcast: The Macro Trading Floor on Apple PodcastsEurodollar University Podcast: General 2 — Eurodollar UniversityGestalt University Podcast: Resolve's Gestalt University on Apple PodcastsAlpha Exchange Podcast: Alpha Exchange on Apple PodcastsExcess Returns YouTube Channel (Corey Hoffstein Episode): Show Us Your Portfolio: Corey Hoffstein - YouTubeRetirement Planning Education YouTube Channel: Retirement Planning Education - YouTubeSupport the show
John Shahidi is the president of Happy Dad, Shots Podcast Network, & NELK Boys. In this conversation, we talk about the rise of the NELK Boys, how they make money, what the business is behind all the content. This includes the Full Send Podcast, SteveWillDoIt being banned from YouTube, how they interviewed Elon Musk, sales figures & product plan for Happy Dad. Happy Dad is one of the fastest growing seltzers in the world. John is one of the greatest minds when it comes to scaling products when a creator is providing all the distribution. ======================= Pomp writes a daily letter to over 200,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
Marlowe is joined by friend of the pod Serena Shahidi, aka the iconic and hilarious @glamdemon2004 on Tiktok. We talk about money, shopping, the economic crisis and even MORE uplifting topics surrounding the 2009 film Confessions of a Shopaholic starring Isla Fisher and Hugh Dancy. Support the showhttps://www.instagram.com/meanredspodcast/https://twitter.com/meanredspodcasttwitter.com/marlowetatianahttps://www.instagram.com/ivanalovric/
Today's guests are Damien Bisserier and Alex Shahidi, Co-CIOs of Evoke Wealth, a $20b+ billion RIA. They also entered the ETF game in 2019 when they launched the RPAR Risk Parity ETF. In today's episode, we're talking all things risk parity. The guys share their approach to portfolio construction, which focuses on risk management and while still seeking an attractive expected return. We also talk about what true diversification looks like, something many investors are learning in a year with both stocks and bonds down. As we wind down, we discuss the benefits of utilizing the ETF structure compared to mutual funds or SMAs. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Today on "The Casey Adams Show" I sat down with John Shahidi. John is an American businessman, manager and President of Full Send / Nelk Boys and Happy Dad Hard Seltzer. With his brother Sam Shahidi, the two started Shots Studios, a YouTube podcast network for top internet brands and talent including Full Send, Mike Tyson, The Pivot and Lele Pons. On today's episode we speak about John's entrepreneurial journey, teaming up with Kyle & The Nelk Boys to launch Happy Dad, having Elon Musk on the Full Send podcast, and much more. Follow John Shahidi on Instagram (and all socials @john): https://www.instagram.com/john Follow Happy Day on Instagram (and all socials @happydad): https://www.instagram.com/happydad Follow Full Send on Instagram (and all socials @fullsend): https://www.instagram.com/fullsend Follow Casey Adams on Instagram: https://www.instagram.com/casey Follow The Casey Adams Show on Instagram: https://www.instagram.com/caseyadamsshow Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week, we're revisiting our episode from last season with Afshin Shahidi. Afshin has been a storyteller since birth and served as Prince's personal photographer for twenty years. So, to commemorate Prince's birthday last week, we wanted to replay this special talk about Afshin's work behind the lens. We'll be back next week with a new episode. Enjoy!
In this episode we answer emails from Kirk, MyContactInfo and Holly. We revisit QREARX, Episode 179 and Correlation Metrics, and then we entertain Holly's requests for book recommendations. And I forgot to recommend "Money For The Rest Of Us" by J. David Stein in that segment.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:TIAA QREARX Summary: TIAA Real Estate AccountRisk Parity Books at Risk Parity Chronicles: Top 10 Risk Parity Resources: #10... Shahidi (2021) (riskparitychronicles.com)"Taking Stock" by Jordan Grumet (Doc G): Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life: Grumet, Jordan, Robin, Vicki: 9781646043545: Amazon.com: Books"Money for the Rest of Us" book: Money for the Rest of Us: 10 Questions to Master Successful Investing: Stein, J. David: 9781260453867: Books (amazon.com)RSA Animate Video: RSA ANIMATE: Drive: The surprising truth about what motivates us - YouTubeProspecting Mimetic Fractals: The Lenses of Wisdom - Prospecting Mimetic FractalsSupport the show
Welcome back to what will be the final episode of the I'm Just Being Honest podcast with returning guest Serena Shahidi. Serena and I address the never-ending cycle of men's grasp on societal issues, women's issues, and femicide. Connect with Alex: https://www.instagram.com/authoralexandraayers/ https://twitter.com/authoralexayers https://www.tiktok.com/@alexandraayers? Connect with Serena: https://www.instagram.com/glamdemon2004/ https://www.tiktok.com/@glamdemon2004? https://twitter.com/glamdemon2004 Show Notes- https://www.alexandraayers.com/podcast-1/final Business inquiries- alexandra@alexandraayers.com
In this episode, our guest Keri Shahidi is in conversation with us about her family upbringing and how it shaped her foundation for paying it forward in life. We were really inspired by Keri's refined business acumen that centers people over profit. Whether it's in her role as a film/tv producer or as a mom — it makes no difference, she is continually finding creative ways to create a bigger table and make every project meaningful.