Podcasts about signals

Jon Herold dives into the media's latest hit piece targeting Kurt Olson, unpacking why the New York Times' renewed focus on “election denialism” signals deeper concern over unfolding investigations into 2020. He examines the implications of federal involvement in Fulton County and what Arizona's emerging developments could mean for broader election integrity efforts. Jon also breaks down the SAVE Act debate, questioning whether voter ID alone can restore confidence in a system plagued by machine concerns, ballot harvesting, and transparency failures. From Russia's rumored return to dollar settlements and what that suggests about global realignment, to Trump's recent Truth Social statements on Epstein, Bondi, and Venezuela, the episode explores the tension between narrative warfare and policy reality. Plus: border laser chaos in El Paso, shifting economic indicators behind the headlines, and why political cheerleading or black-pilling both miss the mark. A measured but candid look at where things stand—and what may be coming next.

In this episode of The Milk Road Show, Jamie Coutts breaks down the warning signals that flashed before the recent Bitcoin top, the capitulation metrics forming now, and what a true bottoming process actually looks like. From bearish momentum divergence to liquidity dynamics and collapsing altcoin breadth, we unpack the data behind the drawdown.~~~~~⁠⁠⁠⁠⁠⁠⁠

In this episode of the Oil Markets Podcast by S&P Global Energy, host Jeff Mower, Director of Americas Oil News, is joined by Senior Refining Editor Janet McGurty and Senior Upstream Editor Ashok Dutta to break down the biggest takeaways from fourth-quarter oil earnings so far. How are Gulf Coast refiners positioning for a potential return of Venezuelan heavy crude — and what does it mean for heavy crude differentials? On the upstream side, are shale producers truly delivering "more with less" in the Permian through new technologies and lower costs? What's driving the next wave of M&A? From capital discipline to geopolitical risk, this episode explores whether 2026 is shaping up to be a year of measured growth — or strategic transformation — across upstream and refining.

This week, join our hosts Christian Nossum, Joanna Beecher, and Varun Jain of the Awesome Nossum Group at Wilson Realty Inc as we look ahead to what's coming in the 2026 real estate market. We break down key national trends, discuss what buyers, sellers, and investors should be paying attention to, and explore how shifting interest rates, economic signals, and consumer behavior may shape the year ahead—both nationally and here in the Seattle market. If you enjoy listening to the Awesome in Seattle Podcast, please leave us a review. We'd love to hear from you!

On episode 451 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss how the bull market is changing shape, software stocks getting slaughtered, it's finally a stock picker's market, Anthropic changed the AI narrative, ex-Mag 7 is finally working, the case for emerging markets, the crypto bloodbath, the best airline and more. This episode is sponsored by Pacer ETFs and YCharts Learn more about PATN at https://www.paceretfs.com/. This episode is sponsored by YCharts. To download “What Markets Are Signaling in 2026” deck click here: https://go.ycharts.com/-charlie-bilello-2026-signals?utm_source=Animal_Spirits&utm_medium=Original_Research&utm_campaign=Charlie_Bilello_2026_Signals&utm_content=Podcast And start your free YCharts trial through Animal Spirits (new customers only) at: https://go.ycharts.com/animal-spirits Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Pacer Disclosure: Before investing you should carefully consider the Fund's investment objectives, risks, charges, and expenses. This and other information is in the prospectus. A copy may be obtained by visiting www.paceretfs.com or calling 1-877-337-0500. Please read the prospectus carefully before investing. All investing is subject to risk, including the possible loss of principal. Pacer ETFs are distributed by Pacer Financial. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

After our holiday hiatus, Bible Talk is back!In this episode, Alex, Jim, and Sam discuss Isaiah 17–18, which includes the LORD's oracle against Damascus and Cush.

Bill Thompson is a retired Chief Warrant Officer 4. He is also a former Cyber Network Operations advisor and program evaluator at DARPA with experience in the fields of AI, Signals, and Human Intelligence. He is also the founder of the Spartan Forge hunting app: https://spartanforge.ai/ Change Agents is an IRONCLAD Original Chapters: (01:03) What Is DARPA? (05:58) Drone Warfare Ukraine (13:20) The Dangers of Terrorists Using Drones (16:50) Smartphone Surveillance in the Maduro Raid (26:00) Using the Internet in Authoritarian Countries (31:50) Spying on Cell Phones and Stealing Data (36:50) Choosing Targeted People to Spy On (39:35) The Vulnerability of Infrastructure to Cyberattacks (46:35) How Can You Protect Your Data? Subscribe: Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/change-agents-with-andy-stumpf/id1677415740 Subscribe on Spotify: https://open.spotify.com/show/3SKmtN55V2AGbzHDo34DHI?si=5aefbba9abc844ed Sponsors: Firecracker Farm Use code IRONCLAD to get 15% off your first order at https://firecracker.farm/ GHOSTBED: Go to https://www.GhostBed.com/CHANGEAGENTS and use code CHANGEAGENTS for an extra 15% off sitewide. Norwood Sawmills: Learn more about Norwood Sawmills and how you can start milling your own lumber at https://norwoodsawmills.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

A federal grand jury put a halt to the Trump administration's efforts to prosecute Democratic lawmakers under an anti-insubordination law. In November, six lawmakers with military and intelligence backgrounds published a message urging members of their former communities to disobey illegal orders. Amna Nawaz spoke with one of those members, Rep. Jason Crow of Colorado, a former Army Ranger. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Explore Bitcoin's recent price drawdown, the four-year halving cycle, leverage unwinds, market structure shifts, and why long-term Bitcoin adoption continues to advance despite near-term volatility.

If you work in BigLaw, you already expect weekends to be part of the job. But you find that not all weekend work is created equal. In this episode, I walk through the difference between healthy, role-appropriate weekend demands and the kind of constant disruption that signals deeper management and culture problems inside a firm. I explain the three traits that define normal weekend work: a real reason tied to client reality, a clearly scoped task, and a true endpoint. We then unpack what dysfunctional weekend work looks like in practice, including poor planning disguised as urgency, perpetual low-grade emergencies, and being kept mentally on call even when no real deadline exists.  I break down how these patterns show up differently in transactional versus litigation practices and why weekend culture is one of the strongest predictors of burnout and reactive exits. Finally, I share concrete strategies for setting boundaries that actually work in BigLaw by shaping timelines, preempting chaos earlier in the week, and using seniority to delegate rather than absorb endless work. At a Glance 01:20 Why the real issue isn't working weekends but how and how often 02:09 The three traits that define normal weekend work in BigLaw 02:41 Why real deadlines feel different from anxiety-driven urgency 03:10 How scoped tasks and clear endpoints protect your time and sanity 04:03 How poor planning gets passed down as "emergencies" 05:16 What perpetual urgency without deadlines actually signals 05:46 When firms stop buying labor and start renting your nervous system 06:13 Why constant weekend work becomes a structural problem 06:38 How weekend chaos at senior levels signals stagnation, not growth 07:11 How transactional and litigation practices show dysfunction differently 08:25 Why weekend culture predicts burnout and rushed exits 09:35 The clear difference between purposeful intensity and endless chaos 10:24 Why the goal isn't fewer weekends but fewer bad weekends 10:51 How structured availability reshapes expectations without backlash 11:21 How anticipatory communication prevents most weekend emergencies 12:22 Why reliability during real crises earns boundary credibility 12:53 How delegation becomes the senior lawyer's real boundary tool 13:17 How to read firm reactions to boundaries as cultural data Rate, Review, & Follow on Apple Podcasts & Spotify Do you enjoy listening to Big Law Life?  Please consider rating and reviewing the show! This helps support and reach more people like you who want to grow a career in Big Law.  For Apple Podcasts, click here, scroll to the bottom, tap to rate with five stars, and select "Write a Review." Then be sure to let me know what you loved most about the episode! Also, if you haven't done so already, follow the podcast here!  For Spotify, tap here on your mobile phone, follow the podcast, listen to the show, then find the rating icon below the description, and tap to rate with five stars. Interested in doing 1-2-1 coaching with Laura Terrell? Or learning more about her work coaching and consulting? Here are ways to reach out to her: www.lauraterrell.com  laura@lauraterrell.com   LinkedIn: https://www.linkedin.com/in/lauralterrell/  Instagram: https://www.instagram.com/lauraterrellcoaching/  Show notes: https://www.lauraterrell.com/podcast

Send a textEpisode Focus: Understanding Christ Consciousness Beyond Belief Systems Theme: Collective awakening, spiritual evolution, and the universal archetypeEpisode OverviewIn this thought-provoking episode of Evolving Humans, host Julia Marie invites you to explore the concept of Christ consciousness as a vital part of our collective awakening. This episode transcends traditional religious frameworks, offering a broader understanding of how Christ consciousness manifests in our lives.Julia delves into the meaning of Christ consciousness, describing it as a higher state of awareness characterized by love, devotion, courage, and surrender. She emphasizes that this state is accessible to all, inviting listeners to recognize and embody these qualities in their daily lives.Through engaging insights, Julia illustrates how Christ consciousness is not limited to historical figures but is a universal archetype present in all of us. She encourages listeners to embrace their divine potential and offers practical tools for recognizing this consciousness in everyday situations.Key Themes & Highlights✨ Understanding Christ ConsciousnessDefining Christ consciousness as a spiritually evolved state of beingExploring the relationship between individual awakening and collective consciousness✨ Practical ApplicationsRecognizing moments of compassion and understanding in your lifeHow to respond to life's challenges from a place of higher awareness✨ Common MisconceptionsDebunking the myth that Christ consciousness equals constant blissUnderstanding that this awareness is available to everyone, not just the spiritually elite✨ Reflection QuestionsWhere have you experienced unexpected compassion?What would change if you viewed your life through the lens of transformation and rebirth?Join Julia in this enlightening episode as she guides you to recognize the Christ light within you and encourages you to express it through love and understanding in your daily interactions.Many thanks to Pixabay's Relaxing Time for Relaxing Music Pt 1-141198 for the music bed for this episode.Support the showThank you for listening to Evolving Humans! For consultations or classes, please visit my website: www.JuliaMarie.usEvolving Humans with Julia Marie is now on YouTube, and will offer more than the podcast episodes there, so give us a "SUBSCRIBE"!https://www.youtube.com/@EvolvingHumans731You can find my book, Signals from My Soul: A Spiritual Memoir of Awakening here: https://tinyurl.com/Book-Signals-from-My-Soul

Link to my book on Amazon: https://a.co/d/0hrt1b3sMy other Podcast, where I talk about the more dark and edgy side of politics: www.BCPextras.com or www.TheRealBCP.com

A federal grand jury put a halt to the Trump administration's efforts to prosecute Democratic lawmakers under an anti-insubordination law. In November, six lawmakers with military and intelligence backgrounds published a message urging members of their former communities to disobey illegal orders. Amna Nawaz spoke with one of those members, Rep. Jason Crow of Colorado, a former Army Ranger. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

In this episode of The President's Daily Brief: First up—public anger is flaring again across Iran, and this time the warning signs aren't just on the streets, but inside the regime itself, as unrest spreads across society and signs emerge that Iran's leadership may be preparing for instability. Later in the show—as Israeli Prime Minister Benjamin Netanyahu prepares to meet with President Trump, new reports suggest Israel has warned Washington it may act alone if Iran crosses a ballistic missile red line. Plus—Russia's foreign minister accuses the White House of backing out of alleged agreements tied to Ukraine, taking aim at President Trump and accusing him of so-called “Bidenism.” And in today's Back of the Brief—a chilling reminder of Beijing's tightening grip on Hong Kong, as media tycoon and democracy advocate Jimmy Lai is sentenced to twenty years in prison. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Ethos Life Insurance: Protect your family's future with fast, online life insurance from Ethos—get your free quote in minutes at https://Ethos.com/PDB  CBDistillery: Visit https://CBDistillery.com and use promo code PDB for 25% off your entire order! QUO: Make this the year where no opportunity slips away. Try QUO for free PLUS get 20% off your first 6 months when you go to https://Quo.com/PDB Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, discuss the market rotation that has kept the indexes afloat despite technology weakness and share five reasons why LPL Research is warming up to emerging markets stocks. Tracking: #1062558

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 10th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets rebounded Monday and nearly tagged new highs—trend remains bullish, but leadership is rotating. After an early-year chase into Value, money is flowing back into Technology and Growth. At the same time, global equity inflows ex-Tech are running hot (over $60B YTD), a classic "melt-up" signal that's worth monitoring for crowding and speculation. Futures are higher again this morning—watch for follow-through. Bitcoin bounced but hasn't regained traction yet. It's still deeply oversold, momentum is flattening, and a tradable setup could emerge if we get confirmation with a momentum turn/buy signal. Not financial advice. Manage risk and avoid chasing extended moves. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV --- Watch the Video version of this report on our YouTube channel: https://youtu.be/U5PtR83h4qs --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketMeltUp #SectorRotation #TechStocks #BitcoinAnalysis

Founders often delay leadership coaching until a major crisis hits, leading to significant costs in productivity, team churn, and poor decisions. In this episode, James Birchler (Technical Advisor & Executive Leadership Coach) argues that early coaching is a game-changer for a startup's success. We explore the hidden costs of waiting and the benefits of intentionally installing leadership and communication systems before you scale. James shares specific self-awareness mechanisms, like advisory groups and feedback loops, to help founders design their day and create accountability. You'll also learn practical strategies like the "5-Minute Alignment Loop" for spotting communication breakdowns & for reinforcing clarity. Plus insights on how to "install your leadership OS" so it can scale with your company. ABOUT JAMES BIRCHLERJames Birchler is an executive leadership coach and technical advisor who specializes in helping engineering leaders and founders develop greater self-awareness and build high-performing teams. He combines deep technical expertise with practical leadership development, making him particularly valuable for technical leaders scaling their organizations.As both a founder and engineering leader, James has more than 20 years of experience leading teams at companies ranging from early-stage startups to Amazon, where his current role is Technical Advisor to the VP of Amazon Delivery Routing and Planning. Most recently, he founded NICER, a premium natural personal care company, and Actuate Partners, his executive coaching and technical advisory practice. He also held VP of Engineering roles at companies including Caffeine (backed by Greylock and Andreessen Horowitz), SmugMug (where his team acquired Flickr), and IMVU.At IMVU, James implemented the Lean Startup methodologies alongside Eric Ries, author of The Lean Startup and creator of the methodology, literally the first company to apply these principles. His team helped pioneer the DevOps movement by building infrastructure to ship code to production 50 times per day and coining the term "continuous deployment." This experience in systematic experimentation and continuous improvement now informs his coaching approach through frameworks like CAMS (Coaching, Advising, Mentoring, Supporting) and the Think-Do-Learn Loop.James completed his executive coaching certification at UC Berkeley Haas School of Business Executive Coaching Institute. His coaching practice focuses on self-awareness, integrity, accountability, and fostering growth mindsets that support continuous learning and high performance. He writes the Continuous Growth newsletter and offers both individual executive coaching and peer learning circles for technical leaders.Through his advisory work with growth-stage startups in the US and Europe, James helps leaders navigate common scaling challenges including hiring and interviewing, implementing development methodologies, establishing operational cadences, and developing other leaders. His approach treats leadership development like product development—with systematic feedback loops, measurable outcomes, and continuous improvement.You can find James at jamesbirchler.com, LinkedIn, and Substack. This episode is brought to you by Retool!What happens when your team can't keep up with internal tool requests? Teams start building their own, Shadow IT spreads across the org, and six months later you're untangling the mess…Retool gives teams a better way: governed, secure, and no cleanup required.Retool is the leading enterprise AppGen platform, powering how the world's most innovative companies build the tools that run their business. Over 10,000 organizations including Amazon, Stripe, Adobe, Brex, and Orangetheory Fitness use the platform to safely harness AI and their enterprise data to create governed, production-ready apps.Learn more at Retool.com/elc SHOW NOTES:Why founders should seek coaching earlier rather than waiting for a crisis to occur (2:45)The high stakes of ignoring this critical advice & how this leads to communication & scaling problems (4:50)The importance of effective communication channels & leadership mechanisms before pressure increases (6:12)How investing a small amount in coaching early on can prevent hundreds of thousands of dollars in future costs (8:07)Frameworks for cultivating self-awareness / leadership blind spots (11:06)James's practice of "designing your day" around a desired identity, not just a list of tasks (12:30)Why designing your day is about intentionality (15:13)How this practice leads to better relationships & opportunities to reflect (17:44)Reflective listening & its impact on customer relationships (19:32)Strategies for improving self-awareness / uncovering blind spots (22:05)An example of how awareness can lead to better results  (26:03)Day-to-day rituals for improving self-awareness (28:14)Signals that your communication methods are effective & getting through (30:37)Reflect on & define the desired outcome you want to generate (33:26)The five-minute alignment loop for creating clarity & confirming ownership as a leader (35:21)Why creating clarity & finding alignment is key as a founder (37:02)How the same communication & leadership patterns recur as your org scales, from small startup to large enterprise (39:46)The increasing importance of human skills like emotional intelligence and reflective listening in an age of AI (42:03)Rapid fire questions (44:38)This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send a textIf you talk to most physicians about their practices, you'll hear a familiar refrain. “We're busy.” “Our schedules are full.” “We're seeing more patients than ever.” And yet, in the very next breath, many of those same practices will say something else that feels contradictory. “Margins feel tight.” “Cash flow is unpredictable.” “It doesn't feel like the numbers reflect how hard we're working.”That disconnect is where today's conversation begins.Because truly profitable practices don't usually feel chaotic or confusing. And struggling practices aren't usually struggling because of a lack of demand. More often than not, profitability—or the lack of it—is being driven by a handful of operational signals that are hiding in plain sight.Today we're talking about the hidden levers of profitability. Specifically, five operational signals that most practices miss, why they're so easy to overlook, and why they matter far more than simply seeing more patients.Please Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: https://share.hsforms.com/1FMup6xLPSpeA8hB77caYQwd32sx?hsCtaAttrib=171926995377 Want more formal learning? Check out Jill's newly released course: Physician's Edge: Mastering Business & Finance in Your Medical Practice. 32.5 hours of online, on-demand CME-accredited training tailored just for busy physicians. Promo pricing available now: https://education.healtheps.com/offers/Ry3zfLYp/checkout?coupon_code=PHYSEDGE3000 Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/

In this installment of Nomads at the Frontier, Data Center Frontier Editor-in-Chief Matt Vincent checks in with Nomad Futurist founders Nabeel Mahmood and Phillip Koblence for on-the-ground reflections from PTC 2026 in Hawaii, and a clear signal that the digital infrastructure market is shifting from hype to delivery. Mahmood says PTC 2026 reaffirmed the move toward integrated digital infrastructure, with attendance continuing to grow and conversations increasingly translating into real progress. But the defining theme across AI, investment, and deployments was power. As Koblence puts it, “all of those questions are power”—and unlike prior years, the tone has moved from speculative site talk to “show me the money, show me the power,” with real timelines and secured capacity. The episode digs into the industry's evolving stance on behind-the-meter generation, which is increasingly treated as the most viable medium-term path to getting online as grid bureaucracy and interconnection delays become the “long pole in the tent.” The discussion also tackles the sustainability tension in that shift: why the industry often kicks the can down the road, what alternative options (fuel cells, hydrogen) may offer, and why nuclear timelines don't solve the near-term gap. Mahmood and Koblence also emphasize that the buildout isn't just a power story; it's a people and community story. Workforce shortages remain structural and long-lived, and community acceptance is now central to the industry's “license to build.” Nomad Futurist's mission, they argue, is becoming a bridge between digital infrastructure and the public, demystifying what the industry is, why it matters, and how the next generation can enter it. Finally, the conversation pressures-tests the AI boom: Mahmood predicts the “mega-scale AI factory” bubble will burst within three to five years, with growth shifting toward inferencing closer to users, but he still expects the sector to normalize into sustained double-digit expansion. And on Nvidia's roadmap, both founders call for realism: megawatt racks may be coming, but as Koblence notes, “there are zero facilities” today that can support a 1–1.5 MW rack at scale.

Market update for Tuesday February 10, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026Spotify delivers blowout earnings, setting a record for user growth TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff reliefAppLovin shares jump after a short seller retracts key allegations tied to a major shareholderCoca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spendingFun fact: MrBeast is getting into the banking business

We unpack how AI finally lets marketers count what matters, why attribution is broken across platforms, and how to use behavioral insight and benchmarking to choose better bets. We share a simple playbook: listen in niche communities, test in organic, scale what pops, and measure outcomes not vanity.• AI compressing the cost of data integration and analysis• Platform bias, privacy limits and pixel gaps in attribution• Traffic down, leads up as signal quality improves• Behavioral personas outperforming demographic personas• Niche communities seeding mainstream trends with delay• Organic as a testbed to inform paid investments• Benchmarking growth against the category, not just yourself• Operational discipline for clean data and controlled spend• Directional signals over false precision to act fasterGuest Contact Information: LinkedIn: linkedin.com/in/charliegrinnellWebsite: rightmetric.coInstagram: instagram.com/charliegrinnellTwitter/X: x.com/CharlieGrinnellMore from EWR and Matthew:Leave us a review wherever you listen: Spotify, Apple Podcasts, or Amazon PodcastFree SEO Consultation: www.ewrdigital.com/discovery-callWith over 5 million downloads, The Best SEO Podcast has been the go-to show for digital marketers, business owners, and entrepreneurs wanting real-world strategies to grow online. Now, host Matthew Bertram — creator of LLM Visibility™ and the LLM Visibility Stack™, and Lead Strategist at EWR Digital — takes the conversation beyond traditional SEO into the AI era of discoverability. Each week, Matthew dives into the tactics, frameworks, and insights that matter most in a world where search engines, large language models, and answer engines are reshaping how people find, trust, and choose businesses. From SEO and AI-driven marketing to executive-level growth strategy, you'll hear expert interviews, deep-dive discussions, and actionable strategies to help you stay ahead of the curve. Find more episodes here: youtube.com/@BestSEOPodcastbestseopodcast.combestseopodcast.buzzsprout.comFollow us on:Facebook: @bestseopodcastInstagram: @thebestseopodcastTiktok: @bestseopodcastLinkedIn: @bestseopodcastConnect With Matthew Bertram: Website: www.matthewbertram.comInstagram: @matt_bertram_liveLinkedIn: @mattbertramlivePowered by: ewrdigital.comSupport the show

We've all heard the advice: feel the fear and do it anyway. But what if pushing through fear isn't always courage — what if sometimes, it's self-betrayal?In this episode of Your Courageous Life, we're unpacking how to know when “doing it scared” helps you grow — and when it's a sign you're overriding your own intuition, plus a practical framework to decode which one you're feeling in the moment.If you've ever forced yourself to speak up, stay, leave, try harder, or tough it out when your body said “no,” this episode will help you reconnect with self-trust and courage that honors your whole self — not just your willpower.

Freight markets are turning earlier—and faster—than seasonal patterns would suggest. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack why Pacific spot rates are collapsing well ahead of Chinese New Year, how this downturn compares to historical seasonality, and what that means for carriers and shippers alike.Lars also introduces a deeper way to look at the market: not just the headline rate, but the spread around it. Using real NYFI data, he explains how wide or narrow spreads reveal market uncertainty, negotiating power, and whether shippers are truly “in market.”The conversation then shifts to the latest on tariffs, global demand bifurcation, carrier earnings, and early steps toward a Red Sea reopening, including Gemini network moves and what a gradual return could look like in practice.A data-driven look at where the market is weakening, where risk remains, and how alignment—not headlines—matters most heading deeper into 2026.

Scientists at the University of Chicago have begun analyzing data from a NASA balloon mission that spent more than three weeks circling Antarctica, searching for elusive particles from the far reaches of the universe.

A conversation on the state of edtech in 2026, hosted on MindShareTV by Robert Martellacci, the CEO of Mindshare Learning, with guest Lisa Schmucki, the founder and CEO of edWeb.net MindShareTV spotlights the innovators, connectors, and storytellers shaping the future of learning. This conversation takes a Canada–U.S. lens on EdTech as we look ahead to 2026—what's changing, what's converging, and what education leaders need to pay attention to now. Robert Martellacci interviewed Lisa Schmucki, the founder of edWeb.net, and a fellow education media publisher who has had a front-row seat to the evolution of #EdTech for more than a decade.Learn more about viewing live edWeb presentations and on-demand recordings, earning CE certificates, and using accessibility features.

Scientists at the University of Chicago have begun analyzing data from a NASA balloon mission that spent more than three weeks circling Antarctica, searching for elusive particles from the far reaches of the universe.

The shift to digital assets isn't happening through headlines — it's happening beneath the surface.In this episode, Chip Mahoney explains what's changed across Bitcoin, XRP, stablecoins, and on-chain infrastructure following the latest Signals update. He also references an exclusive Substack interview with a Bitcoin IRA executive serving more than 200,000 clients — evidence that digital asset adoption is already well underway.Get the full video interview here: https://open.substack.com/pub/tokentrust/p/interview-with-chris-kline-bitcoin   Want to go deeper?Start here: Own The Economy — my framework for tracking the Digital Dollar shift, early Signals, and the infrastructure institutions are quietly building.

Scientists at the University of Chicago have begun analyzing data from a NASA balloon mission that spent more than three weeks circling Antarctica, searching for elusive particles from the far reaches of the universe.

S6:E11 Loralyn Mears, PhD, aka "Dr. LL," brings you thoughtful conversations with entrepreneurs and small business leaders navigating visibility, leadership, and growth. Thank you for being here. Overview There's a subtle moment many business owners miss: when growth doesn't stall because of effort, but because clarity slips. The work still happens, but the signal becomes harder to read. Over time, audiences feel unsure how to describe what you actually do. This episode sits inside a recurring pattern Dr. LL sees across businesses that are active, capable, and quietly misaligned.

S6:E11 Loralyn Mears, PhD, aka "Dr. LL," brings you thoughtful conversations with entrepreneurs and small business leaders navigating visibility, leadership, and growth. Thank you for being here. Overview There's a subtle moment many business owners miss: when growth doesn't stall because of effort, but because clarity slips. The work still happens, but the signal becomes harder to read. Over time, audiences feel unsure how to describe what you actually do. This episode sits inside a recurring pattern Dr. LL sees across businesses that are active, capable, and quietly misaligned.

A single Vitalik tweet just snapped Ethereum's scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what he didn't), why stage 2 plus rollup interop proved far slower than anyone hoped, and why L1 scaling, powered by ZK, may be Ethereum's real reset button in 2026. Along the way, they unpack the quiet death of the “L2s are Ethereum” meme, the community's whiplash reaction, and what differentiated “gen 2” L2s must do to earn their place in the alliance. ---

4pm: Donald Trump Signals Shift on Deportations: Feds Will Enter Sanctuary Cities Only If Mayors “Ask” and “Invited” // President Trump Discusses Powerful Sonic Weapon Used to Take Out Venezuelan Soldiers During Maduro Capture // In forcing the Clintons to testify on Epstein, Comer sets a new precedent // Trump on Bill Clinton’s forthcoming testimony // Trump attacks, lies Massie at the Prayer Breakfast // What’s Going on with That Secret Biolab in Las Vegas Connected to China // Weird: CBS, NBC Nightly Newscasts Still Not Covering Busted Chinese Biolab // Disneyland’s Haunted Mansion can be rented for weddings, but there is a scary price 

In Episode 143 of SITREP, CannCon and Alpha Warrior break down current enforcement developments tied to border security, immigration policy, and federal agency posture. The discussion focuses on what recent statements and actions reveal about operational priorities versus political messaging, particularly around deportations, interior enforcement, and cooperation between federal and local authorities. The hosts examine how public narratives are colliding with on-the-ground realities, including conflicting signals coming from DHS leadership, lawmakers, and media outlets. They walk through why certain enforcement actions are being emphasized publicly, why others remain underreported, and how bureaucratic resistance and funding pressure are shaping outcomes. Throughout the episode, CannCon and Alpha Warrior stress the importance of watching actions rather than rhetoric, identifying pressure points inside federal agencies, and understanding how enforcement policy evolves when public attention and political leverage shift. The conversation remains grounded in observed behavior, documented statements, and pattern recognition rather than speculation.

Germany has issued a formal travel warning for its citizens visiting the United States — a move that would have been almost unthinkable just a few years ago. The advisory cites escalating violence tied to protests and confrontations involving government authorities, raising alarms among European security officials about stability inside the world's most powerful democracy.In this episode, Dr. Hans-Jakob Schindler, Senior Director at the Counter Extremism Project and a German who lives in the U.S. part-time, talks about why this warning matters far beyond tourism.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textLocal Services Ads have become the “top-of-the-page” battleground for high-value local categories—especially professional services. In this episode, Greg Sterling and Mike Blumenthal talk with former LSA team member Eric Levine about how LSAs evolved, what really influences rank, and how Google's lead marketplace mechanics shape outcomes.    We break down “request multiple options,” lead billing, the big ranking signals (reviews, responsiveness, radius/service area), why LSAs often win user attention over the local pack, and how photos should be chosen and structured to match user decision-making.Subscribe to our newsletters and other content at https://www.nearmedia.co/subscribe/

Welcome back, Tokers! Today we discuss to upcoming big game halftime show Controversy goin on and the climate that's brewing because of all the tension in our country. We of course have to talk about some conspiracy theories to go along with that. Throw in some movie talk to round it all out, lol We hope you enjoy the episode and as always: THIS EDUCATIONAL PODCAST IS MEANT TO BE ENJOYED UNDER HEAVY INFLUENCE OF THC! ☁️✌

What if the reason you're invisible online has nothing to do with more social posts, downloads, or visibility hacks… and everything to do with missing authority signals?I'm interviewing Dr. Trudy Beerman, CEO and host of Profitable Social Influence TV (PSI TV), and unpacking why credible experts feel ghosted online. Even when they crush it offline. In this conversation, you'll hear:Why “big fish in small ponds” flop online (how the internet ignores you without digital proof)How podcast downloads build nothing (loyalty and authority signals do)What looks like visibility but kills your authority (spoiler: most social media)Why TV channels are the “private jet” for podcasters ready to scale (and who's more prepared than they think)Her doctoral research bombshell: Expert confidence sneaks out and sabotages business-buildingYou'll also hear Trudy share what she can't unsee now that she's mastered REACHology®—and why her platform finally commands worldwide influence.If you've ever thought:“I'm an expert, why doesn't the internet know it?”“My podcast gets downloads, but no one's buying”“Social media reach is trash! How do I stand out?”…this episode is for you.Are You a Big Fish Offline and want to be Authoritative Online?If you're serious about a podcast that builds trust and attracts the right clients (not vanity metrics), DM me on LI or FB. Or email jen@coachjenrogers.com for 1:1 support to launch professionally.Dr. Trudy Beerman's REACHology® Score here. She's the CEO, Host of PSI TV. Connect with her to to co-create your cornerstone credibility content & share it worldwide.PSI TV is not just a place to be seen, but where niche authority is engineered.Do You Have 1,000 Loyal Listeners — or Just Downloads? If you're serious about growing a podcast that actually supports your business, start with clarity. Take the Podcast Health Checkup to see what's working, what's missing, and what's holding your growth back. ⬇️ Resources to Support Your Next Step ⬇️ Join the Virtual Podcast School Community Connect with podcasters who are building trust, loyalty, and momentum, not chasing numbers.

Send us a textMost professionals already know that showing up matters.  The real question isn't whether marketing should be consistent — it's whether that kind of consistency is actually realistic inside a busy, demanding practice.  In this episode, Sylvia Garibaldi breaks down a more practical way to think about marketing — one that goes far beyond posting on social media and doesn't rely on constant effort, pressure, or reinvention. Instead of treating marketing as a collection of tasks, this conversation reframes it as a system — one designed to support visibility, relationships, and authority over time, even when client work takes priority.What you'll learn:01:33 The Importance of Consistency02:36 Redefining Consistency in Marketing03:48 Signals of Consistency07:19 Building a Steady Marketing Ecosystem07:57 System 1: Visibility10:27 System 2:  Relationship Building12:35 System 3:  Authority Reinforcement14:55 Practical Steps for Sustainable Marketing22:37 Action Plan for Consistent MarketingResources:Feeling stuck about how to grow your practice, book a free strategy call here.#75 The Secret to Keep Clients Coming#85 Turn One Webinar Into Clients#47 3 Common Mistakes Holding Back Your Practice's GrowthRate, Review, & Follow on Apple Podcasts"Love listening and learning from the Serve First, Sell Later Marketing Podcast” If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! Want more insights like this? Sign up for our newsletter. Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on linkedin Join our online community Subscribe to my youtube channel

On this episode, Bob Ryan and Jeff Goodman react to the biggest trades that went down before today's NBA trade deadline. They break down what the Vučević trade means for the Celtics and the implications of the other big moves across the league. The Bob Ryan & Jeff Goodman NBA Podcast is Powered by: 

In this episode of Manufacturing Hub, Vlad Romanov and Dave Griffith sit down with David for a practical, operator grounded conversation about industrial data, modernization, and what it actually takes to turn plant floor signals into business decisions. David has spent more than two decades in manufacturing across automotive, solar, and electric vehicles, and his story is a familiar one for a lot of us. He walked into a plant thinking he was there for a project, discovered PLCs in real time, and never left the factory world. From early days wiring up a SQL Server to pull line data instead of sending people out with stopwatches, to leading data and analytics and shaping MES and reporting strategy, this conversation stays focused on the messy middle where most factories live.A big theme here is that collecting data is not the same thing as creating information. As tooling has improved, connectivity, historians, SCADA, cloud storage, MQTT, and the modern ecosystem have made it easier to get signals out of machines. The hard part is deciding what matters, aligning stakeholders, and creating context that survives across teams and projects. David breaks down how real progress often starts with simple visibility, what is ruining your day, what is the biggest safety risk, what is the recurring quality miss, what is the downtime story you do not trust, then builds from there using workshops and iterative delivery instead of giant multi year “boil the ocean” programs.We also get into Unified Namespace, why it resonates with people who have been burned by tightly coupled ISA style integrations, and why change management is the hidden cost. If you are exploring UNS, this episode highlights the difference between drawing the box on a whiteboard and getting a whole organization to actually adopt consistent naming, context, and ownership. Then we finish with a grounded take on industrial AI. No hype, no doom. Just a realistic view of where AI helps today, where it breaks, and why context windows, documentation quality, and domain expertise still decide whether results are useful or dangerous.Timestamps00:00:00 Welcome and the month theme on technology modernization00:02:10 David's background from automotive and the Tesla Fremont NUMMI era to data leadership00:05:10 The moment data became “real” and why proactive visibility drives safety and outcomes00:07:10 How Kaizen and Toyota Production System style problem solving creates demand for data00:11:50 Why modern tooling makes collection easier and why budget and commitment still decide success00:16:10 Starting points that work in the real world and the simplest visibility model that scales00:18:20 Unified Namespace explained through decoupling, context, and why the first attempt often fails00:23:50 Who really uses the data, operators, quality, engineering, and the “next factory” teams00:29:10 Defining KPIs when nobody has answers and using workshops to force prioritization00:34:20 What rollouts actually take, machine states, data structures, controls changes, and iteration00:40:10 Industrial AI reality check, where it helps today and why it is not running your factory00:51:10 Predicting the next few years, consolidation, pricing, and better integration with agentsAbout the hostsVlad Romanov is an industrial automation and manufacturing leader with over a decade of plant floor experience across major manufacturers. He is the founder of Joltek, where he helps teams modernize operations through IT and OT architecture, integration, reliability focused execution, and practical upskilling that actually sticks. Joltek works with manufacturers who need real outcomes, not buzzwords, and the work spans controls, data, networking, and operational performance.Dave Griffith is the co host of Manufacturing Hub and works at the intersection of manufacturing operations, technology modernization, and practical delivery. He focuses on helping teams bridge the gap between “we want data” and “we can run this plant better next quarter.”About the guestDavid has 25 plus years of manufacturing experience spanning automotive, solar manufacturing, and EVs. He started in plant floor automation and conveyance projects, then moved deeper into industrial data, MES, and analytics leadership. His recent work includes leading data and analytics, defining KPI strategy, and building the layers required to turn raw plant signals into usable business information.Links from Joltekhttps://www.joltek.com/blog/mastering-unified-namespace-uns-a-guide-to-data-driven-manufacturing-transformationhttps://www.joltek.com/blog/ultimate-guide-mqtt-manufacturingSubscribe for more conversations on manufacturing modernization, industrial data architecture, MES realities, and what works on the plant floor when the budget, people, and legacy systems are all real.

Guest: Grant Newsham. Newsham discusses the PLA purge of leadership, analyzing the implications of Xi Jinping'sremoval of top military officials and what it signals about internal instability within China's armed forces.1903

Netflix just signed a major talent deal with Jordan Matter and his daughter, Salish, it's the next big step in the YouTube to Netflix Pipeline. In this episode, we break down what this deal actually is (and what it isn't). Why Netflix didn't ask for a pilot. Why Salish, not a show, was the bet. And what it means when a streaming platform starts backing creators the way Hollywood used to back talent. Jordan takes us inside how the channel started as a photography vlog, why it exploded once Salish became the focus, and how they built one of the most durable family franchises on YouTube. We also talk about the mechanics: long-form retention, audience trust, why showing up every week still matters, and why YouTube remains the foundation, even after signing a Netflix deal. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the heels of the Minnesota general strike on January 23rd, and a nationwide shutdown the following week in which millions participated, Professor Richard Wolff and Brian Becker discuss the general strike tactic. How has it been used in the United States and elsewhere? Can it tip the scales against the Trump administration's attempts to roll back the gains of the Civil Rights Movement?Professor Richard Wolff is an author & co-founder of the organization Democracy at Work. You can find his work at rdwolff.com.Join the The Socialist Program community at http://www.patreon.com/thesocialistprogram to get exclusive content and help keep this show on the air.

Send us a textMarkets aren't just noisy; they're rewiring in real time. We sit down with global investment researcher Daniel Nikic to decode what founders should actually track, how to turn headlines into decisions, and why the most resilient companies pick problems that will matter for the next five to ten years. If you've felt overwhelmed by AI hype, shifting supply chains, and choppy investor sentiment, this is your field guide to clarity.We start with the investor lens: what problem are you solving and how durable is it? Daniel shares how he reads signals from trade flows, raw goods, and energy dynamics to spot second-order effects before they hit revenue. From Detroit's auto halo to fertilizer shocks tied to war, he shows how “faraway” events change your cost structure and demand curves. The playbook is simple and sharp: track a few leading indicators that map to your model, define thresholds, and pre-decide your moves so you act fast when the line gets crossed.AI takes center stage as leverage, not oracle. Daniel frames today's tools as junior analysts that excel at scraping, summarizing, and formatting secondary research. The win is speed; the risk is unexamined bias and hallucinations. We dig into human-in-the-loop workflows, practical use cases for founders (market mapping, interview synthesis, competitor baselines), and why experience turns data into insight. Expect clear guidance on when to trust the model, when to audit, and how to keep outputs actionable.We also hit the founder operating system: persistence through rejection, pivoting without drama, and reputation as a compounding asset. With limited resources, you'll hear how to use free pilots and testimonials to compress trust and lower CAC. On the macro map, Daniel spotlights the Middle East's surge in entrepreneurship and LP capital, along with America's ongoing edge in innovation. Looking ahead, we explore a bold trendline: smaller teams powered by AI, building faster with tighter focus and sharper distribution.Enjoy the conversation. If it sparks an idea, share it with a builder who needs it, and subscribe for more unfiltered, practical strategies. Got a takeaway or a challenge to our view? Drop us a note—we'd love to hear your signal.Support the show

In this episode of The Daily Herold, Jon Herold breaks down a dense news cycle dominated by new developments out of Fulton County and growing scrutiny around election investigations in Georgia. The show walks through sworn testimony from the special grand jury, focusing on claims that compelling evidence of ballot harvesting was presented but never investigated, and the implications of advance notice ahead of the FBI's seizure of election records. Jon also examines Badlands Media's newly obtained grand jury transcripts, highlighting testimony involving the Georgia Bureau of Investigation, the governor's office, and subsequent judicial promotions tied to election-related officials. The episode then shifts to intelligence community developments, including an Inspector General letter addressing a classified complaint involving DNI Tulsi Gabbard, credibility standards, and the handling of highly classified material. Additional segments cover national security issues tied to White House construction, trade and minerals policy, international diplomacy, and the continued media confusion surrounding Epstein-related claims. The episode emphasizes discernment, documentation, and separating verified evidence from narrative noise.

The Icaron locks down as Martian strike craft take position, turning the ship into hostile ground. With exits gone and command in question, three figures slip into its hidden spaces, moving toward a communications deck that may be the last place still speaking to the outside world. Signals are active, systems are rerouting, and something aboard the Icaron is making its move. We are:Brennan Lee MulliganErika IshiiAabria IyengarLou Wilson Flight of the Icaron was produced by Fortunate Horse and Worlds Beyond NumberEdit and Sound Design by Brian Flaherty from Many Sided Mediahttps://www.manysidedmedia.com/Score by Will Savinohttps://wsavino.com/Sound Effect library courtesy of artlist.io Director of Operations: Melanie BowmanSocial Media Manager: Shannon HLorekeeper and Transcriptionist: Jack Morgan E.F. Lavandowska Special Thanks to: Amanda Freberg at Big Giant Head and the team at LaservisionCharacter Art Alecia Doyleyhttps://tallnquirky.carrd.co/Ship Art by Britt Andersonhttps://brittajj26.com/Graphics by Lu Tomkiewiczhttps://www.lumadethis.com/ You can find transcripts of all our episodes on our Patreon. Just navigate to the post for the episode and the transcript will be attached.

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast: The implications of Kevin Warsh's nomination as the next Fed Chair. It's Monday, February 2nd at 10 am in New York. So, let's get after it.Last Friday, President Trump officially nominated Kevin Warsh to be the next Chair of the Fed. The prevailing narrative around Warsh is fairly straightforward: he's seen as more hawkish on the size of the Fed's balance sheet, potentially more flexible on interest rates, and less comfortable with open-ended liquidity support than the current leadership. That characterization is fair, but it doesn't answer the more important question—why pick Warsh now, and what problem is this nomination trying to solve?In my view, the answer starts with markets, not politics. Over the past several months, we've witnessed parabolic moves in precious metals alongside persistent weakness in the U.S. dollar. While this administration has been very clear that a weaker dollar is not inherently a bad thing—especially as part of a broader economic rebalancing strategy—there's an important distinction between a controlled decline and a disorderly one.To understand why this matters so much, you need to zoom out. The administration is attempting to rebalance the U.S. economy across three dimensions simultaneously, all with the same ultimate goal—growing out of an enormous debt burden that's been building for more than two decades. At this point, simply cutting spending isn't realistic, economically or politically. Nominal growth is the only viable path forward.The current strategy is more supply side driven. It focuses on rebalancing trade through tariffs and a weaker dollar, shifting the economy away from over-consumption and toward investment, and addressing inequality through immigration enforcement and deregulation. The goal is to let companies—not the government—make capital allocation decisions, while boosting income through wages rather than entitlements. If it works, the result should be higher nominal growth with a healthier mix of real growth driven by productivity.Markets, to some extent, have already started to price this in. Since last spring, cyclical stocks have outperformed, market breadth has improved, and leadership has begun to rotate away from the mega-cap names that dominated the last cycle. Small and mid-cap stocks are working again too. That's exactly what you'd expect in the middle stages of a ‘hotter but shorter' expansion, my core view. At the same time, the surge in gold tells us something else is going on. Precious metals don't move like that unless investors are questioning the endgame.That's where Kevin Warsh comes in. His nomination appears designed to restore credibility around the balance sheet and slow the momentum of that skepticism. Based on Friday's price action, it worked. Gold and silver sold off sharply, the dollar strengthened modestly, and equities and rates stayed relatively stable. That combination buys time—and time is exactly what this strategy needs to work.One of the best ways to track whether markets are buying into this story is by watching the ratio of the S&P 500 to gold. It's a simple but powerful proxy for confidence in productive growth. The recent collapse was driven mostly by gold rising—and Friday's sharp reversal was mainly gold prices falling, one of the largest on record.That doesn't mean skepticism has been eliminated. Instead, it tells me the administration is paying attention and understands they need to restore confidence. If the ratio continues to recover, it will likely come first through lower gold prices and tighter liquidity expectations, and later through stronger earnings growth driven by productivity gains. That could mean near term risk for other risk assets, including equities. Bottom line, the current ‘run it hot' approach has a better chance of delivering sustainable growth than prior policy mixes—but it won't be smooth, and confidence will ebb and flow along the way. Watching how markets respond, especially through signals like gold, the dollar, and capital spending trends, will tell us whether this strategy ultimately succeeds. My view is that it's the best approach which keeps me bullish on 2026 even if the near term is more rocky.Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

I recently sat down with Emily Reuschel on her Wild and Waking podcast to talk about something I call the growth gap. What happens when one partner outpaces the other in personal development work? It was such a great conversation that I wanted to share it here with you too, because this is such a common pattern I see with my clients. Here's the thing: you've been reading all the books, listening to podcasts just like this one, doing all the inner work - because of course you have, and maybe your partner chooses to evolve differently than you. And that gap, that difference in growth pace and in growth focus, can feel incredibly isolating and frustrating. But what if I told you that the growth gap isn't the actual problem? What if the real issue is what you're doing with that gap? Emily and I dive deep into why personal growth can actually create more tension in your relationship at first, and then what to do about it. The counterintuitive truth about why your partner's lack of interest in therapy or coaching or a workshop might not be the deal breaker that you think it is. How to stop turning your relationship into a project you're trying to fix. The power of leading from your side of the street without carrying the whole emotional load. This is one of those episodes where you really want to grab your journal and maybe listen to it once and then go back and take notes because we're going to be practical, we're going to be strategic, and of course we're going to be soulful and have fun all at the same time.   ✨ Episode at a Glance  What the growth gap is and why it happens when one partner evolves and the other resists change The "Power of One" framework and how one person's transformation can shift the entire relationship Why the mindset of "I go first" changes everything The difference between your partner being scared vs. thinking growth is dumb (and why it matters) How to communicate your insights without triggering defensiveness Why asking for consent before sharing what you learned is essential The concept of do-overs and how one client's family transformed it into "rewinds"  How men and women process differently (and why understanding this helps) When to adjust your expectations vs. when it's time to call it Why quality matters more than length in relationships RESOURCES MENTIONED IN THIS EPISODE: The Questions for Couples Journal Private Coaching with Maggie Free Workshop: The Growth Gap Marriage Mindset Makeover Emily Reuschel's website Listen to Ep 172 on Wild & Waking with Emily Reuschel and Maggie Follow Emily in Instagram @emilyreuschel