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In this episode, we discuss the short, medium, and long-term implications of Moody’s downgrade of US debt. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode of LIGHT TALK, The Lumen Brothers and Sister talk about everything from Directors and Producers Altering Intellectual Property, to The Power of The Playwright. Join Ellen, Steve, and Stan as they pontificate about: Masking and Sightlines; Why are Americans terrified of Rakes?; European Paperwork; Edible Softgoods; and Who owns your work? Nothing is Taboo, Nothing is Sacred, and Very Little Makes Sense.
This episode explores how negative headlines may be dampening investor confidence and economic momentum — and why underlying data and potential policy shifts suggest room for optimism. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we review the first 100 days of the second Trump administration: actions, increased uncertainty, and some economic and market data. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
From the time we're old enough to hold a crayon, it feels instinctive to draw on the wall. But for MISS CHELOVE – also known as Cita Sadeli – this instinct became a calling. Through bold color and layered symbolism, she transforms everyday public spaces into deeply personal statements, inspiring some passers-by to wonder: what is the role of the public artist? And how can public art both reflect and shape a community's identity?Guests:MISS CHELOVE (also known as Cita Sadeli), independent Washington D.C. - based art director, muralist, designer, and illustrator Sojin Kim, curator for the Smithsonian Asian Pacific American Center's exhibition: Sightlines, Chinatown and Beyond
In this episode, we further explore how the current equity market environment isn’t that unusual, and that, as long-term investors, we should expect market weakness from time to time. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
Real Golf Radio co-host Brian Taylor joined PK to talk about The Masters and what the expectations are for this week.
‘Sightlines produce a story, an avenue, a walkway, a space to move through…' This week, we join Sally reflecting on the idea of the sightline, and the stories they structure. Listen for a meditation on narrative, childhood, and a unique perspective of and from The Dreaming Spires… The text of the Sylvia Plath poem Sally references can be found here. This episode was edited and produced by James Bowen. Special thanks to Andrew Smith, Violet Henderson, Kris Dyer, and Maeve Magnus.
In this episode, we unpack the new trade policy, the potential economic disruptions, and the implications for investors. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
The United States has more martial arts schools than any other country – by far. Chances are you or someone you know practiced karate or another martial art growing up. While martial arts gained popularity in the U.S. for many reasons, one name stands out: Jhoon Rhee. Known as the Father of American Taekwondo, Rhee famously taught Bruce Lee how to kick and Muhammed Ali how to punch. His bare-knuckled American dream made an impact on generations of Americans.Guests: Terence Nicholson, a D.C.-based artist. Creator of Safety Jacket: A Mourning in ChinatownSojin Kim, curator for the Smithsonian Asian Pacific American Center's exhibition: Sightlines, Chinatown and BeyondM. Aziz, an Assistant Professor of African American Studies in the Department of American Ethnic Studies at the University of WashingtonChun Rhee, son of Jhoon RheeJimmy Rhee, son of Jhoon Rhee
In this episode, we unpack the results of the March 2025 Fed meeting against the backdrop of policy changes in Washington D.C. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
They're new, novel for many, and sales are booming. Hemp-derived THC drinks are changing store shelves and consumer purchase behaviors. This segment represents some of the highest potential for compound annual growth rate across all forms of cannabis and cannabis-adjacent products in coming years. Most importantly, those sales increasingly occur in common places people are already shopping: bottle shops, liquor stores, and other chain retail.The total hemp-derived THC market grew around +20% in 2024, with much driven by increased availability of beverages. And with no sign of waning interest from consumers across large swaths of the country, it's vital to understand what's next.Bryan Roth (Director of Insights, Sightlines)Bryan Roth leads consumer and market analysis for Sightlines. He develops frameworks and ideas that allow for decision-makers to thrive in beer and other alcohol categories. With over 10 years as a beverage-alcohol analyst, his work helps make ambiguous trends and emerging consumer behaviors more tangible, relevant, and actionable.Kate Bernot (Lead Analyst, Sightlines)Kate Bernot uses her reporting background to develop content for Sightlines subscribers, as well as leads panel discussions and industry roundtables about the future of beer and other alcohol categories. With more than 10 years of work across mass media, trade, and insights services, she's routinely cited as the beer and beverage alcohol industry's most prolific and impactful analyst.Stay up to date with CBP: craftbeerprofessionals.org
In this episode, we discuss how Animal Spirits are fading over worries around uncertainty, and how the “hard” and “soft” data may be showing that fundamentals are holding up. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, give the worries about geopolitics and tariffs, we unpack some negative data signaling a possible economic slowdown, but turn as well to the positive data that reinforce our view for slowing but positive economic growth going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode we discuss possible paths if our bear case scenario unfolds in 2025. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we discuss our article The World in 2035: From Vision to Value which shares 10 transformative ideas that we may experience over the next decade that are anchored in our long-term themes. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode we summarize our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we offer a summary of our recently published Outlook 2025: Gravitational Shifts. Here are links to the full report, video summary, and client webinar. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
As we head into 2025, we're thrilled to bring you our annual drinks trends episode featuring Bryan Roth, director of insights for Sightlines and the consumer and market analyst for Feel Goods Company. Widely respected as one of the industry's top forecasters, Bryan shares his perspectives on what's shaping the future of beverages, from emerging categories to shifting consumer behaviors. In this episode, Bryan shares: Why the no- and low-alcohol segments are diverging and how each is evolving into distinct categories Insights into flavor trends, from bold Asian-inspired influences to the growing embrace of bitter and savory profiles Why young consumers demand both customization and immediacy in their drink choices How RTD beverages are becoming more sophisticated, catering to consumers' desire for flavor clarity and premiumization The untapped potential for draft beverages — beyond beer — as the on-premise market continues to rebound Bryan's insights highlight the key opportunities and challenges for drinks brands in 2025, offering actionable takeaways for founders, marketers, and innovators alike. To hear more of Bryan's drinks trend updates, subscribe to the Sightlines newsletter. Enter the code "DRINKS" on the signup page (https://www.sightlines.news/sign-up) for a free month of access. Last Call:On this week's Last Call, Scott quizzes Caroline and Erica on industry stats, such as: How many new bev alc producers were licensed by the TTB last year? How many new products came onto the market? Listen in for the answers you need to know! Stay tuned for our next episode dropping on January 8. For the latest updates, follow Business of Drinks LinkedIn Instagram Erica Duecy, co-host:Erica Duecy is founder and co-host of Business of Drinks and one of the drinks industry's most accomplished digital and content strategists. She runs the consultancy and advisory arm of Business of Drinks and has built publishing and marketing programs for Drizly, VinePair, SevenFifty, and other hospitality and drinks tech companies. LinkedIn Instagram Scott Rosenbaum, co-host:Scott Rosenbaum is co-host of Business of Drinks and a veteran strategist and analyst with deep experience building drinks portfolios. He currently serves as North America Search Manager at Distill Ventures. He was formerly the Vice President of T. Edward Wines & Spirits, a New York-based importer and distributor. LinkedIn Caroline Lamb, contributor:Caroline is a producer and on-air contributor at Business of Drinks and a key account sales and marketing specialist at AHD Vintners. LinkedIn If you like what you heard, help us spread the word! Follow Business of Drinks wherever you're listening, and rate and review our episodes. It really does help us find new listeners. Thank you!
In a show packed with passion, Kate Bernot and Bryan Roth of Sightlines and hosts of The Gist by Sightlines podcast help us identify the year's most important stories from the world of beer. Things then turn competitive as we go head-to-head in our third annual Quiz of the Year. Will our guests remember how much alcohol a hamster can drink or how many nonalcoholic beer consumers play video games? You'll have to tune in to find out. Happy holidays and thank you for tuning in to another year of the show! Sign up for our research via this link: Knowledge.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services
In this final episode of 2024, we review the state of inflation, the Fed’s latest policy decision, and the economic and market implications of the Fed’s signal of slower rate cuts going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we reflect on 2024 and look to 2025 on the economy, markets, and geopolitics. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we review the results of the third quarter earnings season and the implications for earnings given the anticipated policies of the incoming administration. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
adVANCEd Patient Care: A podcast series by Vance Thompson Vision
Tune in to "Surgical Sightlines: A LASIK Podcast" .Each episode delves into aspects of the LASIK journey, from identifying ideal candidates to ensuring smooth post-operative recovery. Listen in for expert insights on: Assessing LASIK candidacy: Learn about the latest criteria and screening techniques to help determine which patients are best suited for the procedure.Pre-operative preparation: Explore strategies for educating patients and setting realistic expectations before surgery.Post-operative protocols: Stay up-to-date on the most effective follow-up care routines to promote optimal healing and vision outcomes. Whether you're new to co-managing LASIK patients or looking to refine your approach, "Surgical Sightlines" offers valuable, practical information. Join us as we discuss best practices and share experiences to provide the highest quality care for patients seeking clearer vision through LASIK.
adVANCEd Patient Care: A podcast series by Vance Thompson Vision
Tune in to "Surgical Sightlines: A LASIK Podcast" .Each episode delves into aspects of the LASIK journey, from identifying ideal candidates to ensuring smooth post-operative recovery. Listen in for expert insights on: Assessing LASIK candidacy: Learn about the latest criteria and screening techniques to help determine which patients are best suited for the procedure. Pre-operative preparation: Explore strategies for educating patients and setting realistic expectations before surgery. Post-operative protocols: Stay up-to-date on the most effective follow-up care routines to promote optimal healing and vision outcomes. Whether you're new to co-managing LASIK patients or looking to refine your approach, "Surgical Sightlines" offers valuable, practical information. Join us as we discuss best practices and share experiences to provide the highest quality care for patients seeking clearer vision through LASIK.
adVANCEd Patient Care: A podcast series by Vance Thompson Vision
Tune in to "Surgical Sightlines: A LASIK Podcast" .Each episode delves into aspects of the LASIK journey, from identifying ideal candidates to ensuring smooth post-operative recovery. Listen in for expert insights on: Assessing LASIK candidacy: Learn about the latest criteria and screening techniques to help determine which patients are best suited for the procedure.Pre-operative preparation: Explore strategies for educating patients and setting realistic expectations before surgery.Post-operative protocols: Stay up-to-date on the most effective follow-up care routines to promote optimal healing and vision outcomes. Whether you're new to co-managing LASIK patients or looking to refine your approach, "Surgical Sightlines" offers valuable, practical information. Join us as we discuss best practices and share experiences to provide the highest quality care for patients seeking clearer vision through LASIK.
adVANCEd Patient Care: A podcast series by Vance Thompson Vision
Tune in to "Surgical Sightlines: A LASIK Podcast" .Each episode delves into aspects of the LASIK journey, from identifying ideal candidates to ensuring smooth post-operative recovery. Listen in for expert insights on: Assessing LASIK candidacy: Learn about the latest criteria and screening techniques to help determine which patients are best suited for the procedure.Pre-operative preparation: Explore strategies for educating patients and setting realistic expectations before surgery.Post-operative protocols: Stay up-to-date on the most effective follow-up care routines to promote optimal healing and vision outcomes. Whether you're new to co-managing LASIK patients or looking to refine your approach, "Surgical Sightlines" offers valuable, practical information. Join us as we discuss best practices and share experiences to provide the highest quality care for patients seeking clearer vision through LASIK.
In this episode, we discuss recently firmer inflation reports, the potential impact of tariffs imposed by the new administration, and the implications on Fed policy going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
En simtur i en engelsk vallgrav tar oss in i den brittiska genren nature writing. Och finns det en motsvarighet i Sverige? Om och med författare som Roger Deakin, Kathleen Jamie och Helena Granström. Lyssna på alla avsnitt i Sveriges Radio Play. För 25 år sedan startade en våg av brittiska naturböcker. Roger Deakin var med boken ”Waterlog” en av dem som öppnade dammluckorna och snart svämmade bokhandlarna över av naturböcker med en personlig touch. Genren fick till och med ett namn – nature writing.Naturmorgons Mats Ottosson har gjort hembesök hos två av författarna i genren – i Edinburgh hos skotska Kathleen Jamie som skrivit böckerna ”Findings”, ”Sightlines” och ”Surfacing”, och så hos tidigare nämnda Roger Deakin i Suffolk. Han är visserligen avliden sedan 2006 men det går att hälsa på där han bodde, Walnut tree farm. Det går till och med att ta en simtur i vattendraget ”the moat” i Deakins anda – det var här han fick idén här att simma sig genom Storbritanniens alla åar och floder, det som sedan blev boken Waterlog. Sagt och gjort, Mats Ottosson tog en grön simtur här, och passade också på att intervjua naturjournalisten Patrick Barkham som skrivit en biografi om Roger Deakin.Dagens program tar alltså avstamp i den brittiska genren nature writing, men undersöker också svenska naturskildringar. Från Harry Martinson till Helena Granström. Den senare möter vi i ett samtal om vilken natur som är viktigast att skildra, kalhygget eller gammelskogen? Och hur man beskriver naturen på naturens sätt, där arterna får ta plats – samtidigt som många i Sverige idag inte kan namnen på dem eller har egna personliga erfarenheter av naturen.Vi ringer också upp Daniel Sandström, förläggaren som gav ut boken ”Ålevangeliet”. Varför blev just den en succé, behöver vi fler sådana böcker och borde vi också ha en genre som ”nature writing” i Sverige?Mikael Niemi medverkar med en nyskriven kråkvinkel just på temat att skriva om naturen.I studion finns både reporter Mats Ottosson och programledare Jenny Berntson Djurvall.
In this episode, we provide a summary of the initial economic and market implications of the upcoming transition of power in DC. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we unpack the results of the 2024 U.S. elections and discuss the economic and market implications of the strong showing from the Republican Party. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we discuss the strong advance estimate of third quarter U.S. GDP along with mixed data showing a possibly softening jobs market. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode we discuss the upcoming U.S. elections and the market/investment implications. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode we discuss the U.S. fiscal trajectory and the need for a fiscal transition. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
We're putting our normal Taplines format on the shelf today for a very special reunion episode of sorts with journalists Kate Bernot of Sightlines, and Jess Infante of Brewbound, to talk about two turning points in the national suds saga. Some of you listening may know the three of us as the Beer Byliners, the name of a Twitter Space (man, remember those?!) that we hosted in the early days of the pandemic. Well, we're getting the gang back together today, and you're coming with. Stay tuned for a chat about the unveiling of the Brewers Association's Ozymandian “20% by 2020” mantra, the dark side of Cleveland's infamous, Stroh's-fueled 10-Cent Beer Night catastrophe, and much more. Don't forget to like, review, and subscribe! Hosted on Acast. See acast.com/privacy for more information.
We're coming to you today to bring you up to speed on some things we've doing since our hiatus. One of the ways we've refocused our efforts is on our Sightlines.news brand. If you're not already aware - Sightlines.news is our industry leading insights platform for the beverage alcohol and functional beverage industry. It's a subscription-only newsletter and consultancy run by myself, and two voices I know you're familiar with - Bryan Roth and Kate Bernot. You can subscribe to Sightlines at Sightlines.news, or now you can follow our weekly brief in audio form by subscribing to The Gist by Sightlines, our new podcast weekly summary, available wherever you listen to podcasts. It has its own dedicated feed - it won't be published here. So you should probably pause and go search for that and subscribe now before you forget. It's called The Gist, by Sightlines. Here's the link to Spotify and Apple Podcasts We've been building Sightlines in the background for a couple years now, getting our product-market-fit tuned in just right. What I mean by that is - we've know there's a desperate need for new perspective on the business side of alcohol and functional beverage - everything from the future of IPA to energy drinks to hydration to cannabis - it's a wild wild world out there and not everyone is a billion dollar company with an insights and marketing department who can discern what's happening and why. Well, that's where the ingenious data analysis and insights development if Sightlines comes in - making sense of a seemingly senseless world of beverage that's usually inundated with anecdote and narrative that doesn't really hold up under scrutiny - and costing small companies a fortune, not to mention the opportunity costs of missing the mark time and time again. But how do companies sift thought all the data to make decisions about what's next? Well, at Sightlines, we've found a way to level-set with our audience to provide the most critical information - often counter to the prevailing narratives - about what's driving certain trends, categories, and value chain decisions. Some things are inherently consumer-driven, as they always have been. The pursuit of flavor, function, and feeling in peoples lives through beverage is timeliness even as it's constantly changing. But in regulated industries, consumers don't always get what they want - and producers have to navigate a world of legal grey areas, retailer priorities, and wholesaler consolidation that both stifles competition and creates unexpected white space. Sightlines is exceptionally good at helping companies navigate all that, with what we call actionable insights. It's not research for research sake - it's insights that help you make decisions about what's next for you and your most important audiences. So, first of all, you should subscribe - there's a monthly and yearly subscription package that gets you multiple reports a week in your inbox. And if you're wondering if it's for you - let me tell you, everyone from Boston Beer to Beat Box, to Martinelli's Apple Juice, to Reyes rely on Sightlines to stay ahead of the competition. But small producers like Highland Brewing in Asehville, Allagash Brewing in Portland Maine, and 503 distilling in Portland Oregon rely on Sightlines to accelerate their growth. Wineries, distilleries, THC companies, and RTD and FMB producers all look to Sightlines for the uniquely cross-category insights we can deliver. Some have even brought us into their innovation process to partner on their portfolio optimization and pipeline development. And this week, for those of you who voraciously consumer podcasts as part of your knowledge gathering process, we've launch The Gist by Sightlines, a new podcast series you can find wherever you listen to podcasts (Here's the link to Spotify and Apple Podcasts) where Kate and Bryan and myself break down our recent reporting to give you a sense of what we're working on and why. If you want to get the insights, you'll need to subscribe to the newsletter on Sightlines, but if you need another way to keep up, this podcast called The Gist by Sightlines will be a great weekly listen and keep you up to speed. Here's the link to Spotify and Apple Podcasts
In this episode, we review the latest inflation reports and what they mean for Fed policy, recession, and a possible market correction. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we discuss positive and negative forces influencing the equity markets, and the prospect of a breakout move, in one direction or the other. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we unpack the second quarter 2024 earnings season, focusing on the positive results and other macro learnings on artificial intelligence and a possibly slowing consumer. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we discuss the upcoming U.S. Elections and the platforms of the presidential candidates. We invite you to view our related Client Webinar on the topic, featuring Stifel's Chief Washington Policy Strategist Brian Gardner. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we discuss market rotation and offer an illustration of how results for a long-term investor can be eroded by chasing performance. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode, we discuss recency bias, a possible market rotation, and why some actions may be warranted and others not. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
# On Becoming Hawk Hi there - this is Michael Kiser, founder and publisher of Good Beer Hunting. I'm coming to you today with a difficult message—but a simple one. Good Beer Hunting—after nearly 15 years, and at least 10 of that that I would consider serious years—is going on a platform-wide sabbatical. It'll be indefinite. It might be permanent. We have some ideas for what the future of Good Beer Hunting might look like—and soon I'll be working on that vision with the counsel of my colleagues to see where it takes us. But the earliest vision is so drastically different than what GBH currently is, that the only way to get to the other side is to make a clean break. We've got to clear out the cache. We've got to quiet everything down for a bit and see what it all sounds like on the other side of that silence. We're shutting down our various content streams—the podcast, the website, social—ending a sort of always-on feed of content that's been, for many of us writers, editors, and artists, our life's work. And for most of us, our best work. This thing that started as my personal blog would go on to be published in the annual Best American Food Writing, and win multiple Saveur blog awards before I had the courage to start publishing other voices beyond my own. It began as a way to pursue my curiosity for beer, combining the beauty I saw in it with the strategic implications of a new wave of culture and industry the world over. Good Beer Hunting came from a simple idea and simpler execution of a blog and grew into an international publication covering unique stories from countries all over. With every major shift, from one editor in chief to another, it would morph into something that felt beyond any reasonable ambition. Eventually winning awards from the Society of Professional Journalists, Imbibe Magazine, more than 100 awards from the North American Guild of Beer Writers, and most recently nominated for 6 James Beard Awards and winning 3 of them. If I consider what it would mean for us to achieve something beyond all that, I'd have to believe in a truly insane fantasy. In the many years of running a beer publication that took us to the top echelon of all publications —literally taking podiums next to the New York Times, Washington Post, and The New Yorker—we've had to build and sustain an organization that simply doesn't have a roadmap for survival in 2024's media landscape. And to be clear, it never did. From day one, I vowed to not try and make GBH profitable, because the media world already showed that to achieve profitability was to welcome a certain kind of death—and often a shameful one. Chasing advertisers and clicks with listicles and promotions—and as a result, never creating anything of real value to anyone but the advertisers. It was a fool's errand, and one we didn't follow. By not hunting down ad revenue and declining offers over the years, Good Beer Hunting was able to remain a personal project in a way, even as our ambitions continually grew and results showed what an impact our stories and contributors made on the world of beer and beyond. Instead of trying to manage our costs with advertising, we've been able to form longstanding partnerships with companies like Guinness, which has helped mitigate at least some of financial losses we took on every year. We also launched an experimental subscriber community called the Fervent Few, which took a meaningful chunk out of the debt and paid its dividends by connecting readers and fans from all over the world during the loneliest parts of the pandemic. But in reality, even these things combined didn't cover the gaps as we continued growing. The challenge of expanding GBH during its rapid growth phase came from my own pocket, which kept our editorial team independent and in control. But it also guided us to this moment. Paying for writers, designers, and editors was a budget pulled from my own strategic consultancy called Feel Goods Company, which was no small thing. Each year, the costs sometimes crested over $100,000 that weren't covered by underwriting partners like Guinness or subscribers from the Fervent Few. And in the last couple years, costs went far beyond that. For years, I put other important things in my family's life on hold to continue supporting GBH's growth and ambitions. As a father of three kids—and sometimes the only one working—that decision wasn't made lightly. I exhausted myself making the consulting business uncommonly successful in order to keep both things afloat and growing. And as costly as that was in a financial sense, I've never regretted the decision to do it—and I never took a dime. In fact, there was one year when we more or less broke even, and with the small amount left over we gave the editorial team, including our freelancers, a surprise end-of-year bonus. More like a tip really. Good Beer Hunting is the longest I've ever done anything, and it's also the best thing I've ever done. And it existed entirely because I wanted it to. But outside of anything I wanted it to become—my own pride and ambitions for GBH don't really compare to the awe I feel when I look at what people like Austin Ray, Claire Bullen, and Bryan Roth helped it become. Our three successive Editors in Chief over those 10 years—each of whom shaped a new generation of Good Beer Hunting into an image that only they could have. Each of whom provided the shoulders for the next to stand on. And the countless writers and artists who were drawn to their leadership and the level of execution in our collective work—who gave us some of their own best work. I'm thinking of Kyle Kastranec from Ohio, the first writer other than myself, who wrote a feature for GBH, setting a high bar. I'm thinking of Charleston's own Jamaal Lemon who won a James Beard award for GBH alongside other winners and nominees like Stephanie Grant, Teresa McCullough, Chelsea Carrick, and Mark Dredge. I'm thinking of people like Matthew Curtis, our first editor in the UK who turned the lights on in an entirely new country for us, and Evan Rail who kept turning on lights in dozens of countries since as our first International editor. Emma Jansen, and Ren Laforme who joined our editors team in the last iteration, rounding out some of the most ambitions and wide sweeping storytelling we've ever produced. Kate Bernot, who leveled up our news reporting to create an unmatched source of access to explain to readers why things matter in beer and beverage alcohol, which is now a growing stand-alone business unit in Sightlines. What felt like a fluke at first, has become something I can confidently own. We produced industry-changing, internationally-recognized, and James Beard Award winning material…consistently. I'm also often reminded of the smaller things we've done—like the blogs and short stories we wrote—about the politics and personal traumas of the way we eat, drink, and relate to each other in our families, in our communities, and against the injustices so many people face in an industry that's ancient and profoundly immature at the same time. It's an unlikely place for a beer publication to have a voice —but GBH has always built its scope around the perspectives of the individual souls who occupy space within it rather than narrowing down a profitable and popular slice of the beer conversation and reduced them to it. Mark Spence unpacked his Midwestern anxieties around family and food, Lily Waite and Holly Regan opened a door to discuss non-binary and transgender issues, Jerard Fagerberg and Mark LaFaro took big risks to focus us all on the dangers and costs of alcoholism, David Jesudason and many others captured our attention with stories of harassment, racism, labor abuse, and more that so many readers told us were critical and prescient and more importantly, helped. These stories helped people. Over the years, we've had readers cry as they recounted what a story meant to them. We've had others scream and curse at us for the same. Some even went on the record as sources to ensure our reporting had the substance it needed to make an impact. Careers were started and ended because of the stories we wrote. Those stories had the same effect on ourselves. We've had writers put something heartbreaking or inspiring into the world only to have it wake something up in them and want to do more—take even bigger swings —and find a voice within them that carried them far beyond Good Beer Hunting. And ultimately, that's where my heart is today. This week, I was struggling to find the words to describe what I was going to do with Good Beer Hunting—what comes next. I knew what the move was, and why, and I knew it was time—but I didn't have the poetry for it—so I couldn't quite feel it yet. On a long drive to rural Michigan to pick up my son from summer camp, I was listening to an episode of my favorite podcast, On Being. And I heard Azita Ardakani and Janine Benyus, two biomimicry specialists who have a way of describing the natural world with a stunning relevance. They said: “Life is just so full of vitality and so much ON and being alive and then it's not.” “…What is the difference between something that's alive and something that's not? It seems that with the holding on to life —there's also a feeling of once it's gone, the letting go—like a body breaking down—but it doesn't really. I mean, not for long. What happens is a tree falls and eventually becomes a log. Eventually grows a fungus and you think of it as breaking down—it is no longer a tree. But then a mouse comes along and it's the end of the fungus. And that material—thats' where the reincarnation comes in —that fungus becomes mouse. “And then a hawk comes along and the material—that material of that mouse becomes hawk. There's this circulation—called metabolism. It's catabolism—then it gets anabolized up into a new form. The grief is brief because transformation happens almost right away—it gets transformed.” Now, GBH isn't dying and it's not wasting away. The truth is it's still sort of thriving in its own manner of being. It's a tree taller than I ever imagined. But success can kill an organization—I've seen it a hundred times in the companies I've worked for, companies I've consulted on—big and small. It's all proportionate. How far away from the roots does that beautiful canopy get before it surprises itself with its own extended weight? How much life force does it expend trying to prop itself up at the expense of something new? There's never an objectively right time—but there is a good time. A time not informed by reactionary fear and loathing - but by guts, love, and ambition for something new. So I've decided it's time to take the tree down. If I look back over the past few years I can see that Good Beer Hunting will be that fallen tree for many. It'll be a source of nutrients for many a mouse that becomes hawk. But the truth is, GBH has been the start of a kind of upward anabolism for some time now. Jamaal Lemon recently took a dream editors job at the Institute of Justice. Stephanie Grant has launched her own community project called The Share. Before that, Matthew Curtis started Pellicle Mag in the U.K. Lily Waite opened a brewery. So many GBH writers have gone on to write books, start podcasts, and create platforms of their own, it's astounding. And what I'm describing right now isn't something that started with GBH—indeed, GBH has been a recipient their upward anabolism from the lives they've lived—each bringing their own energy and nutrients here and nourished us with lifetimes full of curiosity, learning, and love for their craft. The risks in starting something like Good Beer Hunting are myriad. Financial risk is everywhere—but I've happily and defiantly borne the brunt of it for many years. There's personal risk—in media, everything you put out into the world has a way of coming back to you in unexpected, and often dangerous ways. And it does. There's opportunity risk—if this thing fails, and if it takes a long time to fail, what opportunities might you have missed out on in the meantime? But to me, the biggest risk of all is it just not mattering. Not being relevant. Missing the mark. Today, I feel satisfied that Good Beer Hunting matters. I have so many people to thank—and so many feelings to share that are best relayed one-on-one. It'll take me many months and years to pass along those sentiments to individuals who took that risk with me and succeeded. I'm not going to the final word on all this. My experience of GBH is singular—being the sole source of continuity over those 15 years. But so much of what's defined GBH have been the perspectives and voices of those who've invested their talents in it over the years. So before our final sign-off this summer, you'll hear reflections from leaders, contributors, partners and friends of Good Beer Hunting as well. This is part of the grieving and metabolizing process. There are a few more episodes of the podcast to share still, and a few remaining stories we've been working on that you'll see this month and maybe into August. If you want to stay up to date on future plans, sign up for the newsletter. This episode—along with all podcast episodes over these many years—was edited by Jordan Stalling. And it was scored by my friend, soulmate, and composer, Andrew Thioboldeax, who himself has been along for the ride for over a decade. Aim true, pour liberal folks—have a great rest of the year.
In her new book Cairn, the Scots poet Kathleen Jamie sets a capstone of sorts on her trilogy of short prose collections Findings, Surfacing and Sightlines. She joins Sam Leith on this week's Book Club podcast to talk about why she hesitates to call herself a nature writer, how prose found her late in life, and why whale-watching isn't what it used to be. Produced by Patrick Gibbons.
In her new book Cairn, the Scots poet Kathleen Jamie sets a capstone of sorts on her trilogy of short prose collections Findings, Surfacing and Sightlines. She joins Sam on this week's Book Club podcast to talk about why she hesitates to call herself a nature writer, how prose found her late in life, and why whale-watching isn't what it used to be. Produced by Patrick Gibbons.
In this episode, we discuss a recent Congressional Budget Office 2024 budget update pointing to even higher deficits and debt, and the looming Fiscal Transition in our economy. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
What a long, strange trip it's been for the Miramar brewing facility that once housed Ballast Point and, after changing hands more than a few times, is now the centerpiece of West Coast brewing operations for Athletic Brewing Company. In this episode of the Gist, lead Sightlines news reporter Kate Bernot joins me, Beth Demmon, to talk about the United States' 10th largest craft brewery's plans both here and abroad, as well as inflation's lingering hold on on-premise brewery sales and the business side of celebrity alcohol investments. One quick note: as part of the discussion about off-premise NA beer sales in the U.S., Kate cites they take up .88 percent of dollar sales. It's actually 8.8 percent, so with that in mind, this is the Gist.
It's almost summertime, and the living's easy, especially if you're a beer brand heading into the biggest sales season of the year. In this episode of The Gist, Sightlines reporter Kate Bernot shares her insights into a few ways taprooms and breweries are attracting people back on-premise, plus a sneak peek at some upcoming Sightlines reporting about events, sales, packaging, and much more. We also discuss Bud Light's boycott comeback and what the numbers show, plus Gallo's expansion from wine to beer and RTDs in a quest for total beverage presence. I'm Beth Demmon, and you're listening to The Gist.
Spring hasn't sprung for craft beer yet this year. It's more like a belly flop into a deflating pool filled with the ghosts of profitable years of yore and future hopes for a better summer. But rather than languish in low numbers, beverage alcohol companies big and small are dabbling in new products, new segments, and really anything they can to stay afloat. In this episode of The Gist, I'm joined as always by Sightlines reporter Kate Bernot to talk about first quarter numbers for 2024, innovation across segments, and what BrewDog may be up to after CEO James Watt stepped down as CEO. I'm Beth Demmon, and you're listening to The Gist. TG-014 The One with the Spring Slump
Bongs, beer, and boogeymen—on this episode of The Gist, we kick things off with cannabis. Then, Sightlines reporter Kate Bernot shares her insights from the 2024 Craft Brewers Conference in Las Vegas. We're also joined by special guest Paige Latham Didora, who chats with us about non-competes and the FTC's recent ban on them. What does it mean for the beer industry? Keep listening to find out.