Podcasts about Sonu

In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, open with a cautionary tale from the AI-focused hedge fund Situation Awareness, whose founder went from up over 400% year-to-date to a 67% collapse in July, a stark reminder that concentration, leverage, and liquidity can undo even the best fundamental research.At the Fed's latest meeting, Chair Walsh's refusal to offer guidance sent long-term yields soaring instead of calming markets, with the 30-year hitting its highest level since 2007. Sonu explains why nominal GDP growth running near 6-8% (even as real growth stays soft) points to a genuinely inflationary growth environment, and why the bond market, not stocks, may be the real test of the new Fed chair's credibility. Microsoft, Amazon, Meta, Google, and Oracle are now projected to spend over a trillion dollars in 2027 alone, close to 3% of GDP, with Microsoft and Amazon rewarded for showing results while Meta and Oracle get punished for spending without proof of ROI. They close with a look at GDP internals showing AI investment now accounts for over 40% of real GDP growth, banks breaking out to new highs as a bullish signal, a weakening dollar, and seasonal risks heading into August and September.[Key Takeaways]Situation Awareness, an AI-focused hedge fund, went from up over 400% year-to-date to down 67% in July after a concentrated, leveraged bet unwound, forcing a distressed sale of stock holdings to Citadel.Fed Chair Walsh's press conference offered little forward guidance, and long-term yields spiked in response, with the 30-year Treasury hitting its highest level since 2007 and 30-year mortgage rates climbing from 5.9% to 6.7% over the last five Fed meetings despite no rate changes.Nominal GDP growth has averaged 5.8% over the last six quarters (7.9% in Q2 alone), well above the 2010-2019 trend of 4%, supporting the view that this is an inflationary growth environment even as real GDP growth lags at 1.9%.The five largest hyperscalers (Microsoft, Google, Amazon, Meta, Oracle) are now projected to spend over $1 trillion in CapEx in 2027 alone, up from earlier 2026 outlook estimates of $600 billion, with markets rewarding companies showing revenue results (Microsoft, Amazon) and punishing those that aren't (Meta, Oracle).AI-related hardware and software investment accounted for roughly 42% of real GDP growth over the last six quarters and now represents about 5% of GDP, surpassing the peak proportion seen during the dot-com boom.Bank stocks (KBE) are breaking out to new highs after a base dating back to 2007, a signal Ryan argues is historically a positive one for the broader bull market, even as seasonally weak August and September approach in a midterm year.Jump to:0:00 - Welcome And Quick Banter1:25 - Live Boston Show Announcement3:24 - AI Hedge Fund Blowup Lessons9:39 - Fed Meeting And Market Whiplash16:47 - Nominal Growth And Sticky Inflation28:37 - Hyperscalers March Toward One Trillion32:34 - Earnings Reactions From Big Tech43:45 - GDP Under The Hood And AI Share48:56 - Markets Sideways Seasonality And Banks53:33 - Dollar Drop International Angle And WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Büyük hedefler koyuyor ama bir süre sonra motivasyonunu mu kaybediyorsun? Yalnız değilsin. Birçok insan ne istediğini bilir, ancak hedeflerinin büyüklüğü nedeniyle harekete geçmekte zorlanır. Oysa başarılı insanların kullandığı önemli bir yöntem vardır: Büyük hedefleri küçük ve uygulanabilir parçalara bölmek. Bu videoda büyük hedefleri günlük eylemlere dönüştürmenin en etkili yöntemlerini öğreneceksiniz. Hedefleri yıllık, aylık, haftalık ve günlük seviyelere ayırmayı, mikro hedeflerin gücünü, ilerlemeyi takip etmenin önemini ve küçük adımların nasıl büyük sonuçlar oluşturduğunu detaylı örneklerle inceleyeceğiz. Bu bölümde öğrenecekleriniz: • Büyük hedefleri yönetilebilir hale getirme yöntemleri • Mikro hedeflerin motivasyon üzerindeki etkisi • Günlük, haftalık ve aylık planlama teknikleri • İlerlemeyi takip etmenin önemi • Hedef takibi için kullanılabilecek araçlar • Öz değerlendirme alışkanlığı geliştirme • Her gün %1 daha iyi olma yaklaşımı • Büyük hayalleri günlük aksiyonlara dönüştürme yöntemleri Başarı çoğu zaman büyük sıçramalarla değil, küçük ama sürekli ilerlemelerle gelir. Bugün kendinize şu soruyu sorun: “Hedefime ulaşmak için bugün atabileceğim en küçük adım nedir?” Cevabı bulduğunuz anda başarı yolculuğunuz başlamış olacaktır. 00:00 Hedefleri Parçalara Bölerek Uygulanabilir Hale Getirme 00:56 "Büyük Resmi Gör, Küçük Adımlarla İlerle" Stratejisi 01:57 Adım Adım Gitmek Neden Daha Etkilidir? 02:58 Başarıya Giden Yol, Planlı Bir Yaklaşımla Döşenir 03:53 Küçük Hedefler, Büyük Sonuçlar Doğurur 04:51 Başarıyı Ölçmek için Süreci Takip Et 06:21 Başarını Yönetmek için Teknolojiden Yararlan 07:17 İlerlemeyi Görmek için Kendini Düzenli Olarak Değerlendir 08:06 Büyük Hedeflere Küçük Adımlarla Ulaşabilirsin 08:56 Büyük Hedefleri Küçük Parçalara Böl ve Başarıya Ulaş #HedefBelirleme #KişiselGelişim #Başarı #Motivasyon #Disiplin #Verimlilik #ZamanYönetimi #HedefTakibi E-Kitap Satın Alın: shopier.com/gokremtekir/48558601 Udemy Eğitimi: https://www.udemy.com/course/hayatta-basarili-olmanin-formulu/?referralCode=FADEDFFA690D42180B71 Danışmanlık Takvimim: calendar.app.google/aBzjeuTMpjjhBJqr6

Amerikalılar arasında İsrail'e desteğin diplerde olduğunu herkes biliyor. Diğer yandan “İsrail Lobisi”nin kamuoyu oluşturma gücünün her geçen gün daha da azaldığı bir vakıa. Keza İsrail'i aklama-paklama konusunda öteden beri ustalaşmış bulunan Amerikan medyası da tabir yerindeyse patlamış durumda ve inanılırlığı kalmadı. İsrail için parlak dönemler geride kaldı.

28 Şubat'ta ABD ve İsrail'in İran'a yönelik eş zamanlı saldırılarıyla küresel dikkatler Hürmüz Boğazı'na kilitlenmişken, İsrail stratejik bir hamleyle namlusunu Lübnan'a çevirdi. Son iki ayda düzenlenen yüzlerce hava saldırısı, binlerce can kaybı ve 1 milyondan fazla insanın yerinden edilmesi, 2024 yılında imzalanan Hizbullah-İsrail ateşkesinin resmen tarihe karıştığını gösteriyor. Ancak bu kez karşımızda sadece Hizbullah'ın gücünü sınırlamaya yönelik geçici bir askeri operasyon yok; İsrail, Gazze'de uyguladığı sivil-askeri hedef gözetmeyen ve bölgeyi insansızlaştırmayı amaçlayan yıkım modelini Güney Lübnan'a taşıyor. 2024'teki pager (çağrı cihazı) saldırıları ve lider kadrosunun tasfiyesinden bu yana askeri ve siyasi olarak ciddi kan kaybeden Hizbullah, bugün tarihinin en varoluşsal krizlerinden birini yaşıyor.Kitapyurdu'nun katkılarıyla hazırladığımız bu videoda, Orta Doğu'nun bu yeni ve en kritik cephesindeki strateji değişimini tüm boyutlarıyla masaya yatırıyoruz. İsrail'in asıl hedefinin, sınırın 30 kilometre kuzeyindeki Litani Nehri'ni doğal bir sınır kılan fiili bir tampon bölge oluşturmak ve hatta geçmişteki David Ben-Gurion vizyonuna dayanarak burayı yerleşimciler eliyle kalıcı bir işgal alanına dönüştürmek olduğunu görüyoruz. Lübnan hükümetinin kendi içindeki çok parçalı siyasi yapısı ve ordu ile Hizbullah arasında bir iç savaşı tetikleme korkusu, ülkeyi bu işgal karşısında tamamen kırılgan bırakıyor. Videomuzda, "Hizbullah'ın askeri kanadının tamamen tasfiyesi mümkün mü?", "Litani Nehri hem su kaynakları hem de jeopolitik açıdan neden kritik?" ve "Mayıs 2026 itibarıyla süren ateşkes görüşmeleri neden kalıcı bir barış vaat etmiyor?" sorularına yanıt ararken, Orta Doğu'nun yeniden çizilen haritasının perde arkasını aralıyoruz.Kaynaklar:Mustafa Talha Cabadak - Röportaj https://www.foreignaffairs.com/middle...https://www.timesofisrael.com/smotric...https://mondoweiss.net/2026/04/israel...https://understandingwar.org/research...https://www.newarab.com/news/israel-s...https://responsiblestatecraft.org/isr...https://carnegieendowment.org/middle-...https://www.nytimes.com/interactive/2...https://www.csis.org/analysis/what-is...https://www.chathamhouse.org/events/a...https://www.palestine-studies.org/en/...https://www.jstor.org/stable/826169https://mondoweiss.net/2026/04/israel...https://www.aa.com.tr/en/middle-east/...

22 Aralık'ta Kudüs'te İsrail, Güney Kıbrıs Rum Yönetimi ve Yunanistan liderleri bir araya geldi. Netanyahu, ''onurluca ve cesurca kazandığımız bağımsızlığımızı topraklarımız üzerinde imparatorluk hayalleri kuranlara yem etmeyeceğiz'' dedi. Bu sözler bölgede derinleşen Türkiye-İsrail rekabetinin bir başka yansıması oldu. Peki İsrail'in hedefi ne? İsrail, ABD ve Ortadoğu ülkeleri ile nasıl bir ilişki kuruyor? Ateş Ölçer'in bu bölümünde İsrail'i mercek altına alıyoruz.00:00 - Giriş02:31 - İsrail Lobisi03:45 - ABD-İsrail İlişkisi06:10 - ABD'nin Ortadoğu Planı7:45 - İsrail'in Temel Dış Politika Prensibi12:57 - İsrail'in Ortadoğu Stratejisi17:00 - İsrail'in Nihai Hedefi18:00 7 Ekim'in Sonuçları20:45 - Türkiye - İsrail İlişkileri26:50 - İsrail - Türkiye Çatışmasının Temel Dinamiği32:37 - İsrail'in Sosyolojik Analizi37:44 - İsrail Gelecekte Ne Yapacak?42:25 - Kapanış

Vahit ve Yaşar, İran-İsrail&ABD Savaşı'nın gündemini tutmaya devam ediyor.0:00 ABD Savaşı Kazanıyor mu?09:40 İran Savaşı'nda Yaşananlar35:00 ABD'nin İran Bombardımanı46:17 İran'ın ABD'ye Verdiği Zarar54:34 İran'da İç İsyan Tehlikesi1:04:05 İran'ın Yeni Lideri Kim Olabilir?1:14:10 Savaşta İran Yönetimi Nasıl İşliyor?1:21:21 İran ve Körfez Ülkeleri1:23:16 İran'da Kriz Yakın mı?1:30:08 İran'ın Demografik Haritası1:48:51 İran Enerjisi1:56:44 İran ve ABD Stratejisi Nedir?2:08:57 Küresel Enerji Beklentileri2:27:33 Savaş Nasıl Sonuçlanabilir?2:39:47 Savaşta Önemli Noktalar2:47:17 Suriye Etkinliği

In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into Apple reclaiming its title as the world's largest company by market cap after sitting out the AI spending race, while hyperscalers like Google, Amazon, and Microsoft pour ever-larger sums into CapEx. They break down record Q2 blended earnings growth of 38% year-over-year, the outsized role investment gains in private holdings like SpaceX and Anthropic played in Google's headline profit beat, andwhy core net income tells a different story. The conversation shifts to the "chip crash" playing out in South Korea, where the KOSPI has fallen more than 30% from its June 22 peak amid margin calls and central bank rate hikes, and what that says about crowded momentum trades and the explosion of leveraged ETF products tied to tech and semis. Ryan and Sonu also cover the rotation into low volatility, financials, and healthcare, why flows into tech remain historically stretched even after the pullback, and preview this week's Fed decision amid unusually high rate-hike odds. They close with apersonal update on Ryan's eye surgery, a shoutout to guest and TrendLabs Founder JC Parets' record-breaking episode, and details on the live 200th episode show in Boston.[Key Takeaways]Apple overtook NVIDIA as the world's largest company by market cap (~$4.9 trillion) after largely sitting out heavy AI CapEx spending, while free cash flow for semiconductor companies surpassed hyperscaler free cash flow for the first time this quarter.Q2 blended S&P 500 earnings growth hit 38% year-over-year, the best pace since Q3 2021, driven largely by tech (+65%), energy (+128%), and communication services (+112%); excluding Google, growth drops to 26%.A large share of Google's reported profit surge came from investment gains in private holdings (SpaceX, Anthropic) rather than core operations, a pattern also inflating net income at Amazon, NVIDIA, and Microsoft.South Korea's KOSPI fell roughly 33% from its June 22nd peak (before a further 10% one-day drop) as margin calls and a Bank of Korea rate hike hit heavily levered chip and momentum trades.Momentum's one-year excess return over the S&P 500 pulled back from the 96th to the 75th percentile relative to the last 40 years, while low volatility stocks are up 8% and financials up 11% since the market's June 2nd peak.Fed rate-hike odds this week sit near their highest pre-meeting level in recent memory, with the committee reportedly divided as inflation, a resilient labor market, and AI/Middle East-driven cost pressures complicate the outlook.Jump to:0:00 - Welcome And Quick Setup0:31 - Apple Reclaims Top Market Cap5:16 - AI Capex Arms Race Reality Check8:35 - Record Margins And Earnings Surge16:44 - South Korea Sparks Chip Crash23:49 - Ryan's Eye Patch Surgery Story29:58 - Why Tech Flows Look Crowded35:28 - Leveraged Products And Margin Call Risk42:40 - Rotation Into Low Vol And Defensives46:57 - Contrarian Thinking Versus Momentum54:41 - Interstellar Detour And Time Talk57:19 - Fed Uncertainty And Rate Hike Odds1:02:16 - Live Boston Show And Final ThanksConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ateş Ölçer'in yeni bölümünde Ömer ve Yaşar, Çin'i masaya yatırıyor. Son 50 yılda devasa bir büyüme kaydeden ve önce dünyanın üretim üssü, son zamanlarda da teknolojik inovasyon merkezine dönüşen Çin'in dünyadaki ağırlığı artıyor. Askeri gücü, jeopolitik çıkarları ve kültürel nüfuzu bu paralellikle seyrediyor. Peki, bu gidişat sürdürülebilir mi? ABD, Çin'i nasıl engelleyecek ve baskılayacak? Çin'in içerisindeki problemler ne? 21.yüzyılın süper gücü kim olacak? Ömer ve Yaşar tartışıyor.00:00 - Giriş01:54 - Çin'in Büyüme Rakamları03:37 - 2000 Yıllık Ekonomi Tarihinde Çin'in Yeri04:14 - Askeri Harcamalar05:25 - Hindistan - Pakistan Savaşı'nda Çin Uçaklarının Rolü06:21 - Çin'in Elektrikli Araba Markaları06:45 - Çin ve Lityum İyon Batarya Dominasyonu07:19 - Bilim ve Akademide Çin09:06 - Çin'deki Genç İstihdam Sorunu09:34 - Çin'in Büyümesinin Sonuçları10:29 - Jeopolitik ve Uluslararası Sistem16:54 - ABD Çin'i Nasıl Çevreliyor?18:16 - Trump19:33 - Liberal Düzen Kime Yarıyor?23:14 - Çin Nasıl Başardı?24:10 - Uçan Kazlar Modeli25:00 - Fikri Mülkiyet Hırsızlığı25:49 - Teknoloji Savaşı26:16 - Enerji27:39 - Çin Neden Hegemon Olamaz?31:36 - Kuşak Yol Projesi ve Çin'in Altyapı Yatırımları32:56 - Stable Coin33:54 - Çin'in Elinde Tuttuğu ABD Varlığı34:14 - Midas35:51 - Çin'in İç Dinamikleri42:11 - ‘The New China Playbook' - Keyu Jin44:27 - Çin Komünist Partisi'nin Rolü46:27 - Eyaletler Arası Rekabet48:09 - Deng Xioping ve Xi Jinping49:52 - Çin Süpergüç mü?51:03 - Aşağılanma Yüzyılnın Çin Üzerindeki Etkisi53:02 - Güney Çin Denizi54:21 - ASEAN Ülkelerinin Tavrı55:04 - Hindistan56:13 - Çin'in Önündeki Engeller 58:55 - Çin Modeli1:02:35 - ‘Liberal Backlash'1:04:00 - Düzen Toplumu1:05:11 - Batı Düzen Toplumunu Kabul Eder mi?1:07:13 - 21. Yüzyıl Çin'in mi ABD'nin mi Yüzyılı Olacak?1:07:36 - Son

Rusya-Ukrayna Savaşı, 2022'de başlamasına rağmen kökleri 2014 Kırım işgaline dayanan ve 3.5 yıldır devam eden karmaşık bir çatışma. Bu süre zarfında gerçekleşen sayısız ateşkes ve barış görüşmesi, tarafların uzlaşmaz talepleri ve küresel ekonomik etkiler nedeniyle somut bir sonuç vermedi. Savaşın maliyeti yüz binlerce ölü ve yaralı, milyarlarca dolarlık silah harcaması ve küresel ekonomide ciddi kırılmalar olarak kendini gösteriyor. Tahıl ve enerji krizi gibi sorunlar barış baskısını artırsa da, taraflar arasındaki derin görüş ayrılıkları savaşı çıkmaza sokuyor.Tarafların olası bir ateşkes için minimum ve maksimum kazanç beklentileri nelerdir ve bu beklentilerin ardındaki politik ve ekonomik sebepler nelerdir?Rusya ve Ukrayna'nın savaş alanındaki stratejileri, güncel durumları ve kayıpları/kazançları nelerdir?Savaşa yabancı aktörlerin etkileri ve barış/ateşkes için gereken koşullar nelerdir?Kaynaklar Videolar:   • How Much Longer Can War Prop Up Russia's E...     • Full Trump-Putin Joint Press Conference Af...  Haritayla Rusya Ukrayna Savaşı:   • The Russo-Ukrainian War Explained on a Map  Donbas neden önemli :    • Why Russia and Ukraine are both so keen to...  https://www.cfr.org/article/what-expe...https://web.archive.org/web/201909172...https://www.zois-berlin.de/fileadmin/...2022 seçimlerhttps://www.aa.com.tr/en/russia-ukrai...Zelenski, liderler ve Trump buluşması https://www.bloomberg.com/news/articl...Rusya'nın kontrolündeki topraklar-haritahttps://www.bbc.com/news/articles/c0l...2 Haziran 2025: Rusya Barış İçin Ne İstedihttps://www.themoscowtimes.com/2025/0...Zayiatlar: https://www.theguardian.com/world/ng-...00:00 Giriş 01:19 Sonuçsuz Kalan Zirveler08:01 Rusya'nın Talepleri15:48 Ukrayna'nın Talepleri17:13 Savaşın Seyri26:16 Neden Barış Gelmiyor 42:28 Neler Olacak?

Ömer, Vahit ve Yaşar dünya ekonomisinin geçirdiği dönüşümü konuşuyor.0:00Giriş2:16 Trump'ın Gümrük Vergileri ve Küresel Etkisi3:59 Küreselleşmenin Sonu ve Tedarik Zincirlerindeki Değişim7:00 ABD'nin Yeni Sistem Arayışı ve Nedenleri8:10 Küreselleşmenin Kazananları ve Kaybedenleri (ABD ve Çin)17:12 Küresel Ticaret Akışları ve Bölgesel Dengeler18:54 Orta Sınıf Tartışması ve Küreselleşmenin Tüketim Rolü25:05 Gümrük Vergilerinin Ekonomik Etkileri ve Dengeleme Çabaları28:51 Küresel İş Bölümü ve Üretimin Dikeyleşmesi37:12 Güvenlik Algısının Küreselleşmenin Sonu Üzerindeki Rolü42:55 Teknoloji ve İşgücü Piyasasındaki Dönüşüm47:27 Savunma Sanayii Örneği ve İşgücü Trendleri50:50 Asya Ülkelerinin Büyümesi ve ABD Politikaları1:01:13 ABD Stratejisi, İstisnalar ve Yeni İttifak Arayışları1:12:39 Güvenlik Öncelikleri ve Avrupa'nın Rolü1:34:30 Avrupa'nın Durumu, Çin ile İlişkiler ve Küresel Kamplaşmalar1:53:41 Hindistan ve Rusya'nın Küresel Denge Arayışları2:08:03 İzleyici Soruları ve Türkiye Dış PolitikasıKaynaklar:Branko Milanovic: What Comes After Globalization? https://jacobin.com/2025/03/what-come...Stephen Miran: A User's Guide to Restructuring the Global Trading System https://www.hudsonbaycapital.com/docu...

İnsanlık tarihi boyunca kaydedilmiş en düşük doğum oranına sahip ülke Güney Kore. 2023 yılında açıklanan istatistiklere göre doğum oranı 0,72'ye kadar gerilemiş durumda. Evlilik oranları ve sayıları düşüyor, Güney Koreli çiftler giderek daha az çocuğa sahip oluyor, ülkenin yaşlı nüfusu ve oranı hızla artıyor. Hem de evlilik teşviklerinin miktarı yüz milyarlarca doları geçmesine rağmen. Güney Kore bu sürece nasıl geldi, önlemler neden işe yaramıyor? Mehmet Yaşar Altundağ anlatıyor.00:00 Giriş00:51 Kalabalık nüfus neden önemli?02:10 Malthus'un tuzağı 03:37 Modern devlet ve demografi biliminin ortaya çıkışı04:27 Demografide temel kavramlar 06:55 Güney Kore'de nüfus istatistikleri10:00 Güney Kore'nin 1960-80 dönemi11:46 Demografik dönüşüm teorisi14:24 Çocuk yapmanın aşırı maliyetli olması16:19 Konut pahalılığı20:43 Güney Kore'nin teşvik politikaları neden çalışmıyor?26:32 Chaebollerin doğurganlığa etkisi29:39 Kadın vs erkek savaşları32:55 Toplum olma vs bireyselleşme33:48 Türkiye'nin çıkaracağı dersler34:34 Sonuç

Vahit ve Yaşar dünya gündemini değerlendirmeye devam ediyor.0:00 Giriş ve Yayının Kapsamı9:32 2024 ABD Seçim Sonuçları: Harita ve Delegeler14:35 Kırmızı Dalga: Trump'ın Seçim Bölgelerindeki Oy Artışı23:03 Demografik Analiz: Azınlıkların ve Eğitimli Sınıfın Tercihleri33:54 Pandemi Etkisi ve Ekonomik Göstergelerle Seçim İlişkisi40:52 Seçim Sonrası Piyasalar: Bitcoin ve Hapishane Şirketleri47:43 Trump'ın Gümrük Vergileri ve Küresel Ticaretin Geleceği1:02:25 Sanayide Otomasyon ve İstihdam Krizi Tartışmaları1:19:17 Almanya'da Koalisyon Krizi ve Erken Seçim Senaryoları1:34:41 Rusya-Ukrayna Savaşı: Kuzey Koreli Askerler ve Son Durum1:48:13 İngiltere Muhafazakar Parti'nin Yeni Lideri: Kemi Badenoch2:06:37 İsrail'de Savunma Bakanı Galant'ın Görevden Alınması2:12:37 Polonya'da Yapay Zeka: Ölü Edebiyatçıyla Röportaj Skandalı2:28:26 Küresel Şirketlerin Kararlılıkları ve Ekonomik Dönüşüm2:40:38 Kapanış ve Gelecek Haftaya Bakış

Cihanşimül devlet Osmanlı, hiç kuşkusuz 16. yüzyıla gelindiğinde Avrupa'daki rakiplerini dize sermiş, İmparatorluğun sınırlarını Macaristan'dan Yemen'e kadar genişletmişti.Fakat 17. yüzyılın sonlarıyla beraber hakimiyetini kaybetmeye başlayan Osmanlı, “modern zamanların” gerisinde kaldı. Bu geri kalış, büyük bir modernleşme ve Batılılaşma tufanıyla karşılık buldu. O gün bugündür Osmanlı'dan Türkiye Cumhuriyet'ine, Ahmet Cevdet Paşa'dan Ziya Gökalp'e, II. Mahmud'tan Turgut Özal'a bir yandan tarihimiz benzer izlekleri takip ederken bir yandan ise değişen ve dönüşen dünyaya ayak uydurmaya çalıştık.Bu uzun, kritik ve oldukça dönemeçli 300 yılı 49W olarak yeni serimizde mercek altına alıyoruz. Mehmet Yaşar Altundağ'ın hazırladığı Türkiye Siyasi Tarihi serisi, Karlofça ve Pasarofça Antlaşmalarından başlayarak AK Parti Türkiye'sinin son yıllarına kadar gelecek.Bu bölümde ise Lale Devri'nde hayata geçirilen uygulamaları, İbrahim Müteferrika'nın kimliğini, Avrupa'dan gelen subayların hikayesini, Osmanlı'nın askeri anlamda neden geri kaldığını işliyor Yaşar. Matbaa Osmanlı'ya neden geç geldi? Gerçekten de hattatlar mı istemedi? Fransız Protestanları'nın projeleri neden kabul görmedi? Yeniçeriler neden reformlara karşıydı? Hepsi bu bölümde.Kaynakça:-Türkiye'de Çağdaşlaşma - Niyazi Berkes-Modernleşen Türkiye'nin Tarihi - Erik Jan Zürcher-Düzenini Arayan Osmanlı - Çağdaş Sümer00:00 - Fransız Protestanları Huguenotlar Osmanlı'ya Ne Önerdi?02:25 - Giriş ve Yeni Seri Tanıtımı04:20 - Pasarofça ve Karlofça'da Kayıplar05:03 - Lale Devri Neden Önemli05:50 – İbrahim Müteferrika'nın Modernleşmemizde Önemi07:26 – İbrahim Müteferrika'nın Askeri ve Ekonomik Reform Önerileri09:21 – Yirmisekiz Çelebi Mehmet ve Oğlu Sait Efendi'nin Paris Maceraları11:11 – Matbaa Osmanlı'ya Neden Geç Geliyor?13:14 – Osmanlı'da Kağıt Sorunu15:42 – Modernleşmemizde Niye Batı'yı Örnek Alıyoruz?18:42 – Avrupa'da Gelişen Yeni Askeri Endüstri ve Disiplin25:10 – Osmanlı'da Ordunun Disiplinini Yitirmesi, Asayişin Bozulması26:55 – Yeniçerilerin Bir Güç Olarak Yükselmesi28:44 – Osmanlı Geride mi Kaldı?30:54 – Ekabir Siyaseti vs Padişah'ın Yeniçerileri33:07 – Fransa'yla Yakınlaşma ve Batılılaşmanın Ontolojik Tansiyonu35:24 – Kapitülasyonlar36:49 – Fransız Elitlerin Osmanlı Elitini İşkillendirmesi38:26 – 1768 Osmanlı-Rus Savaşı ve Sonuçları41:29 – Fransa'nın Rusya'ya Yaklaşması42:36 – Avrupa'da Yükselen Pan-Helenizm43:22 – Sıradaki Bölüm

00:00 Euro 2024 Çeyrek Final Maçları01:43 İran, Fransa ve İngiltere Seçim Sonuçları04:51 İngiltere, Fransa ve İran'daki Son Seçimler06:30 YouTube'da Daha Fazla Kişiye Ulaşma Yolları09:48 Faraj ve Reform Partisi'nin Seçim Kaybı11:35 Muhafazakarlar ve Liberallerin Seçim Performansı15:11 Muhafazakar Hükümetin Eleştirileri ve Güven Kaybı16:41 İngiltere'de Seçilen Milletvekilleri ve Politik Gelişmeler19:36 İngiltere'de Sağlık Sistemi ve Siyasi Değişimler21:10 İngiltere'nin Avrupa Birliği ile İlişkileri24:20 Brexit'ın Ekonomik Maliyeti ve İngiltere'nin Ticaret Darbesi25:50 İran'daki Son Seçimlerde Seçmen Katılımı28:56 İran Seçimlerinde Reformist ve Muhafazakar Adaylar30:26 İran'da Başörtüsü Yasası ve Ekonomik İlişkiler33:39 Seçimlerde Katılım Yüzdesinin Belirleyiciliği35:16 Fransa Seçimlerinde Adayların Çekilmesi38:30 Fransa'da Siyaset Üretiminde Tıkanıklık39:52 Meclis Yasalarının Geri Dönme İhtimali43:05 Fransa'da Sosyal Yardım ve Ekonomik Durum44:41 Fransız Siyaseti Elitist ve Kas Sistemi47:47 Türkiye Maçlarıyla İlgili Futbol Takibi49:17 Macaristan'ın Avrupa Konseyi Başkanlığı Değişimi52:10 Göçmenlik ve Avrupa Birliği'ne Karşı Tutum53:48 Orban'ın ‘Avrupa'yı Yeniden Büyük Yap' Sloganı56:38 Mahkemenin Trump Kararı58:15 Demokrat ve Muhafazakarların Trump Kararına Yaklaşımı1:01:23 Biden'ın Geri Çekilmesi Gerektiği Tartışmaları1:02:51 İşsizlik Rakamlarının İyileşmesi ve Ekonomik Büyüme1:05:50 Viyana'nın Avantajları1:07:24 Şehirlerin Gelişmişliği ve Yaşanabilirlik Endeksi1:10:39 Yüksek Sıcaklıkların İnsan Ölümlerine Etkisi1:12:01 Aşırı Sıcak Hava Dalgasına Karşı Acil Önlemler1:15:01 Yeşil Alanların Artırılması ve Erişilebilirliği1:16:20 İzmir'de Yeşil Alanlara Ulaşamama1:19:27 Şehirlerdeki Sıcaklık Artışını Azaltma Çözümleri1:21:05 Verimlilik Problemleri ve Çözümleri1:24:03 Demokrasi ve Liberal Demokrasinin Ekonomik Durgunluktaki Performansı1:25:31 Kamu Hizmeti ve Güvenlik Eksikliğinin Siyasetçilere Güveni Azaltması1:28:37 Otomatizasyonun İşçiler Üzerindeki Etkisi1:30:12 İşçi Hareketi Tarihi

Prof. Dr. Murat Ferman NTVRadyo'da hafta içi her sabah canlı yayında, o gün Türkiye ve dünyada ekonominin gündemini, olan biteni, piyasalardaki gelişmeleri, beklentileri, olayların etkisini, vatandaşa nasıl yansıyacağını anlatıyor.

In this episode of Facts vs Feelings, Ryan Detrick and Sonu Varghese welcome back JC Parets, founder of Trend Labs (formerly of All Star Charts), for a wide ranging conversation on market breadth, momentum, and where the "dumb money" is currently making its biggest mistakes. JC walks through his deductive approach to markets, using breadth data like the NYSE advance decline line and the percentage of Russell 3000 stocks above their 200 day moving average to systematically rule out a bear market thesis, the same way a sommelier deduces a wine varietal.The conversation covers the dollar's surprising resilience as a headwind, the extreme dispersion between software and semiconductor stocks, why crypto and tokenized equities represent "the future of finance" rather than nothing of value, and why the S&P Bank Index breaking out above its 2007 highs is one of the most underappreciated bullish signals in the market. JC and Sonu also debunk the margin debt to GDP scare narrative, put leveraged ETF flows in perspective, and discuss portfolio construction through uncorrelated strategies rather than benchmark chasing. They close out with career advice on social media, JC's favorite cities to visit, and a debate over India's food scene.[Key Takeaways]The NYSE advance decline line closed at an all time high, and the percentage of Russell 3000 stocks above their 200 day moving average is at cycle highs, both inconsistent with bear market conditions, which require broadening weakness across new lows, not just a handful of names.Despite a rallying dollar this year, equities have held up well; a dollar rollover (speculators are currently net long and near extremes) could act as a tailwind for risk assets, emerging markets, and Latin America.Correlation between software stocks and the broader technology index fell to near zero (versus a typical ~70), an extreme unwind that's now driving a "catch up" rotation back into software as some semiconductor strength cools.The S&P Bank Index just broke out above its 2007 Great Financial Crisis highs, alongside breakouts in mid cap financials, small cap financials, and European financials, a broad based signal JC argues is very difficult to reconcile with an imminent recession.Margin debt scares are overstated when framed against GDP; relative to total stock market value, leverage is near multi decade lows, and leveraged ETF products remain a rounding error (about 0.25%) of total market size.Small cap and large cap value are hitting new multi month relative highs versus growth, offering a potential diversifier to a volatile, whipsaw prone momentum factor.Jump to:0:00 - Welcome And Price As Proof2:54 - Breadth Signals Still Say Bull9:01 - Bitcoin Bets And Dollar Tailwinds10:52 - Tech Dispersion And Software Catch-Up12:53 - Crypto Rails And Tokenized Stocks15:58 - Financials Breakout Challenges The Bears24:59 - Margin Debt Myths And Leverage Reality30:02 - Momentum Whiplash And Value Diversifiers34:06 - From All-Star Charts To Trend Labs39:40 - Uncorrelated Strategies Beat Benchmark Anxiety42:56 - Technician Mentors And Who To Follow48:00 - Social Media That Builds Careers55:18 - Crack Spreads And Energy Signals58:31 - Gratitude And Final TakeawaysConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

2026'da eBay Dropshipping Hala Çalışıyor mu? Gerçek Sonuçlar konusunu bu bölümde ayrıntılı ve anlaşılır biçimde ele alıyorum. Orijinal YouTube kaydının bu podcast sürümünde temel kavramları, uygulama adımlarını ve yeni başlayanların dikkat etmesi gereken noktaları birlikte inceliyoruz.Amaç hızlı sonuç veya gelir garantisi vermek değil; konuyu daha doğru değerlendirmen ve kendi durumuna uygun kararları bilinçli şekilde alman için uygulanabilir bir çerçeve sunmak. Bu konuda seni en çok zorlayan nokta hangisi?

In this mid-year outlook episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, revisit their 2026 forecast and explain why they've raised their S&P 500 target from 12-15% to 15-18% for the year, while holding bonds steady at 3-5%. They walk through how AI capex has become a macroeconomic story as much as a market one, contributing roughly 90 basis points per quarter to real GDP growth, and why hyperscaler spending plans for 2026 and 2027 keep getting revised sharply higher.The conversation covers the labor market's quiet resilience, why business creation data suggests confidence rather than desperation, an inflation picture that isn't going away despite market expectations for Fed rate hikes, and a sector rotation story where former "value" stocks like Micron have become momentum plays almost overnight. Ryan and Sonu also dig into earnings estimate revisions, midterm-year volatility patterns, diversifiers like gold and managed futures, and swap stories from their World Cup travels before previewing next week's guest.[Key Takeaways]Carson raised its 2026 S&P 500 target from 12-15% to 15-18% at the midpoint of the year, with the index already up 11% total return year-to-date; bonds remain forecast at 3-5%.AI-related hardware and software investment (excluding data centers) has contributed about 45% of real GDP growth over the last five quarters, roughly 90 basis points per quarter.Hyperscaler capex estimates keep climbing: the five largest tech spenders were projected to spend $470 billion in 2026 back in November; that figure is now $740 billion, with 2027 estimates rising from $530 billion to nearly $900 billion.S&P 500 2026 EPS estimates have risen from $308 to $339 a share (up 10%) since the start of the year, with 2027 estimates up 12%, led by technology, energy, and materials.The labor market shows underlying strength despite headline softness, with unemployment at 4.2%, average payroll growth around 110,000 a month, and falling continuing claims.Inflation remains sticky due to incomplete tariff pass-through, reshoring-related cost increases, and rising computer/software prices, a reversal from the deflationary tech trends of the 1990s.Jump to:0:00 - Welcome And The Midyear Setup1:45 - Why We Raised The Stock Target5:38 - AI Spending Shows Up In GDP9:44 - The Consumer Looks Better Than Feels14:20 - Business Creation As A Confidence Signal17:08 - The Real Leaders Inside “Tech”18:53 - Earnings Keep Getting Revised Higher27:03 - The Inflation Problem Isn't Gone31:06 - The Fed Pause Versus Hike Pricing35:00 - Second-Half Equity Playbook And Rotation42:19 - Volatility, Breadth, And Midterm Patterns49:06 - Bonds, Oil Headlines, Gold, Diversifiers52:55 - World Cup Travel Notes And Wrap-Up57:08 - DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Geride bıraktığımız NATO Zirvesi sadece ittifakın gelecek dönemde ayakta kalıp kalmayacağına ilişkin tartışmalara değil yakın coğrafyamızda devam eden Rusya-Ukrayna ve ABD-İran savaşının gidişatını belirleyen gelişmelere de şahitlik etti. Her iki savaşın da 21.yy'ın güç tanımında kalıcı dönüştürücü etkiler bırakacağını söylemek mümkün. Bugünün güç projeksiyonlarında; sadece güçlü olmanın bir savaşı kazanmaya yetmediğini Soğuk Savaş'ın iki süper gücü olan ABD ve Rusya'nın İran ve Ukrayna cephelerinde tecrübe ediyor olduğunu görmek ise ayrıca başka bir yazı konusu olabilir.

EĞİTİM DÜNYASI

1. İnsanın karışıklığa ve şüpheye düşmesine sebep olur. Zina eden bir kadının doğuracağı çocuk, şefkatli bir babanın terbiyesi ve korumasından mahrum kalacağından iyi bir eğitim alamaz. Bu durum çocuğun ziyanına, neslin kesilmesine ve sonuçta insanlık âleminin harap olmasına yol açar. 2. Bir kadın, nikâh sayesinde bir erkeğin mahremi olur. Eğer bu mahremiyet meşrû bir sebebe dayanmazsa, bu mahremiyeti sağlamak için dövüşmekten ve saldırmaktan başka bir yol kalmaz. Bu durum ise tabii olarak çatışmayı doğurur ve genel bir kargaşaya yol açar. 3. Gayrimeşrû ilişkilerde bulunan bir kadından her sağduyulu kişi tiksinir. Böyle düşkün bir kadınla samimi ilişki tesis etmek ve onunla mutlu bir aile kurmak mümkün değildir. Bu durumun yayılması ise kadınlık hayatının yok olması demektir. 4. Eğer gayrimeşrû ilişkiler caiz görülseydi, hiçbir kadının bir erkeğe özel olması mümkün olmazdı. Her erkek dilediği kadınlarla ilişkiye girebilirdi. Bu durumda insanların hayvanlar seviyesine düşmesi gerekirdi. 5. Kadınların kendine özgü görevleri vardır. Kadınlardan asıl beklenen bu gibi toplumsal özelliklerdir. Bunların gerçekleşmesi ise bir kadının yalnızca bir erkeğe özel olmasıyla mümkündür. Hâlbuki gayrimeşrû ilişkiler bu yüksek amaçların gerçekleşmesine aykırıdır. 6. Kadınlar ile erkekler arasında nikâh dışı ilişkilerin vuku bulması kadını küçük düşürür. Bazı hastalıkların ortaya çıkmasına ve yayılmasına yol açar. Sonuçta toplumsal çöküşe sebep olur. Oysa ilâhî şeriatların meşrû kıldığı yollar bu gibi toplumsal afetlerin ortaya çıkmasına engel olur ve insanlık değerlerini yüceltir. (Misvak Neşriyat, Ömer Nasuhi Bilmen, Makaleler, s. 209)

Yapay zeka teknolojileri ile sadece 10 saniyelik bir kayıtla insan sesi kopyalayabilir hale geldi. Peki, ses klonlama teknolojisinin getirdiği riskler neler? İnternette verdiğimiz dijital onaylar sesimizin taklit edilmesini meşrulaştırır mı? KÜME Vakfı Teknoloji Politikaları Programı Araştırmacısı Mehmet Akif Ezerbolatoğlu, ses klonlama teknolojisinin getirdiği tehditleri, dijital ortamlardaki "rıza" manipülasyonunu ve ses biyometrisinin geleceğini AA Podcast'e değerlendirdi.

In Episode 195 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the Dow's first close above 53,000 and break down the fastest 1,000-point milestone in the index's history. They unpack what's really driving the S&P 500's 10% first-half gain, splitting the return into earnings growth, margin expansion, and multiple contraction to make the case that this rally isn't a valuation-driven bubble.The episode also covers the widening gap between mega-cap tech and the "lag 7," how AI is quietly showing up in small-cap and industrial stock returns, record highs across advance-decline lines, and why a stretched momentum trade doesn't have to mean disaster for the second half. Ryan and Sonu also swap origin stories marking their four- and seven-year anniversaries at Carson, react to Team USA's World Cup exit, and preview next week's mid-year outlook.[Key Takeaways]The S&P 500's 10% first-half return was driven almost entirely by fundamentals: earnings growth contributed 18 percentage points while multiple contraction subtracted about 8.5 points, meaning stocks are actually cheaper than they were six months ago.Forward margins have jumped from roughly 14.5% to 16% since January, contributing 10 percentage points to the year-to-date return alongside 8 points from sales growth tied to nominal GDP.Technology gained 33% in the first half even as the "Mag 7" fell about 4%, showing how much dispersion exists within the sector as AI-driven names pull away from laggards like Apple and Microsoft.AI's influence now stretches well beyond big tech: roughly 12 of the Russell 2000's 23% first-half gain traced back to AI-linked names, with industrials contributing more than financials.Multiple advance-decline lines, including the NYSE, S&P 500, small-cap, and global Dow, hit all-time highs, a breadth signal that has historically preceded market peaks by about 11 months on average.The S&P 500 momentum index's trailing one-year excess return sits in the 96th percentile versus the last 40 years, prompting Carson to trim some momentum exposure in favor of diversification rather than trying to time an exit.Jump to:0:00 - Welcome And Market Milestones0:58 - Dow 53,000 And Summer Rally3:26 - What Really Drove Returns8:31 - AI Volatility Plus Sector Rotation16:31 - Breadth Signals And Slingshot Stats23:29 - Momentum Extremes And Risk Management28:45 - Ryan's Carson Origin Story32:05 - Sonu's Origin Story And AI Era42:04 - World Cup Heartbreak And Leadership47:57 - Payrolls Takeaways And Wrap-UpConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Müttefiklik iki kısımdır. Birincisi hakiki müttefikliktir. İkincisi stratejik müttefikliktir.

In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the "June swoon" and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu's time at the Economic Club of New York, covering Scott Bessent's speech on national security industrial policy, Kevin Warsh's influence at the Fed, and the broader message of the global market.The episode also digs into an unprecedented market breadth anomaly, a massive weekly outperformance in healthcare, the state of small caps, and why the current bull market is far from finished.From Apple's steep hardware price hikes and roaring nominal consumer spending to structural lessons from the 1990s dot-com bubble, the conversation connects the week's biggest headlines to the harder macroeconomic data underneath.Key Takeaways:The S&P 500 logged a five-day losing streak, yet advancing stocks outnumbered decliners every single day, a market anomaly unseen in nearly 30 years. Meanwhile, major advanced-decline lines hit all-time highs.While mega-cap tech paused, mid-caps rose 2.9% and small caps grew 3% month-to-date. Concurrently, healthcare staged an extraordinary 8% weekly jump, marking its largest weekly outperformance on record.Market warnings are often early; the S&P 500 doubled over the three years following Alan Greenspan's 1996 "irrational exuberance" speech. Navigating secular waves like AI requires strategic re-diversification, not exiting the equity market early.While inflation-adjusted real consumption sits around 2%, nominal spending rocketed at an 8.6% annualized pace over the last three months. Because corporate revenue is nominal, this massive wave of consumer spending continues to bolster corporate earnings.Driven by AI-related memory chip shortages, Apple announced steep price hikes including 30% for the HomePod mini and 55% for Apple TV. This demonstrates how one company's supply chain inflation becomes another tech supplier's margin expansion.Massive fiscal deficits at 6% to 7% of GDP mirror the late 1960s, continuing to inject liquidity and minimize near-term recession risks. We expect the Fed to keep rate cuts on pause as core services inflation remains sticky at a 4% annualized pace.While June represents a seasonally weak timeframe, July is historically the strongest month for stocks over the past 20 years, closing positive in 13 of the last 14 years.Jump to:0:02 - Welcome And NYC Market Leaders6:36 - June Swoon Turns Into Rotation9:50 - Breadth Thrust And Sector Breakouts16:24 - AI Momentum And Dotcom Lessons27:40 - Inflation Pressures And Apple Pricing33:32 - Fed Pause Risks And Fiscal Deficits35:42 - July Seasonality And Wrap UpConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Moby, Robert Plant, Mac Demarco, Ben Böhmer, Garbage - hepsi tek bir haftada ve art arda. Sezon yerini açık hava buluşmalarına bırakırken, kentin nabzını tutmaya devam ediyoruz.

On episode 248 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to discuss: Alan Greenspan's legacy, Fed transparency, AI bubble fears, Micron's massive run, market rotation, small caps, inflation, gold, Bitcoin, and whether the bull market still has room to run. This episode is sponsored by Nuveen and ClearBridge Investments. Learn more about Nuveen's comprehensive private markets platform at https://www.nuveen.com/en-us/insights/alternatives. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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 Josh Brown 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

In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets.Kevin Warsh's first Fed meeting as chair featured a statement that clocked in at roughly 130 words and told markets almost nothing about how the new Fed intends to make decisions.Sonu makes the case that despite all the hawkish headlines, dot plot drama, and a two-year yield that jumped 16 basis points on Fed day (the largest single-day move on a Fed decision since 2008), actual real policy rates are more accommodative now than they were in March. The committee is split 9-9 on whether to hike this year, Warsh has opted out of the dot plot entirely, and inflation is running well above target, with core PCE likely to finish the year above 3.3%.Apple's announcement that iPhone prices are going up due to memory chip shortages puts a real-world face on the inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized. Meanwhile the Dow, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday, which is the market's own vote on whether any of this is a crisis. The episode closes with a look at sector leadership, why communication services being down 6% to 7% year-to-date while tech is up 33% is genuinely strange, and why momentum breaking down is the signal to potentially worry about and why it isn't breaking down yet.Key Takeaways: Former Fed Chair Alan Greenspan oversaw a 190% gain in the S&P 500 over 18 years, second only to William McChesney Martin. He also presided over two bubbles that burst within a decade, the tech crash, and the housing collapse, producing what remains the worst decade for equity investors in history.Kevin Warsh's first Fed statement came in at roughly 130 words, the shortest non-emergency statement in modern Fed history. He also declined to submit a dot plot projection. The practical effect is that markets are now pricing guidance from the other 18 members, who are not stepping back from the spotlight.The dot plot went 9-9 on whether to hike in 2026. Three months ago, 12 of 19 members expected at least one cut this year. That shift may explain the volatility. 428 S&P 500 stocks fell on Fed day, the broadest single-day decline of the year, but it does not automatically mean the Fed is hawkish.After subtracting the Fed's own inflation projections from its own rate projections, real policy rates are actually more accommodative now than in March, dropping from an implied 0.7% real rate to 0.5%. With core PCE running around 3.5% to 3.8% annualized, the real policy rate is effectively near zero.Apple's decision to raise iPhone prices due to memory chip shortages is the real-world confirmation of a broadening inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized.The Dow Jones Industrial Average, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday. The NYSE advance-decline line and the small cap advance-decline line both hit all-time highs the prior Tuesday.Jump to:0:00 — World Cup Weekend and Father's Day3:07 — Remembering Alan Greenspan's Fed8:05 — A New Chair and a Short Statement13:25 — Dot Plot Split and Market Shock19:45 — Yield Curve Signals and Bond Surprise24:35 — AI Supply Chains and Price Pressure28:20 — The Case for a Dovish Fed34:40 — Economy Strength and Running It Hot37:10 — A Car Break in Reality Check40:35 — Breadth Seasonality and Sector Rotation53:20 — Closing Thoughts and Listener RequestsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Prof. Dr. Özge Öner ve Doç. Dr. Berk Esen, beyaz et, içki ve dijital mecralar yönelik atılan adımların arka planını ve CHP'de devam eden mutlak butlan sürecini tartıştı. İyi seyirler...

Prof. Dr. Murat Ferman NTVRadyo'da hafta içi her sabah canlı yayında, o gün Türkiye ve dünyada ekonominin gündemini, olan biteni, piyasalardaki gelişmeleri, beklentileri, olayların etkisini, vatandaşa nasıl yansıyacağını anlatıyor.

If you've ever felt confused, frustrated, or completely unprepared for perimenopause and menopause, you're not alone. For generations, women have been expected to navigate this major life transition with little information, limited support, and far too many unanswered questions.In this empowering episode of the V.I.B.E. Living Podcast, Lynnis Woods-Mullins sits down with Michelle Jacobs, co-founder of Womaness, to have an honest conversation about menopause, perimenopause symptoms, hormone therapy, and what women really need to thrive during midlife.Michelle shares her journey from leading product innovation for major consumer brands to co-founding Womaness, a company dedicated to helping women navigate menopause with confidence and clarity. Together, we explore some of the most common symptoms women experience, including hot flashes, night sweats, brain fog, sleep disruptions, weight changes, skin and hair concerns, vaginal dryness, and shifts in libido.We also discuss the growing conversation around hormone replacement therapy (HRT), why menopause education has historically been overlooked, and how changing medical guidance is empowering more women to advocate for themselves and seek answers that support their unique needs.Beyond symptoms and solutions, this conversation dives into the emotional side of aging. We explore how cultural messages about youth impact women's confidence, why community matters, and how simple daily practices like movement, curiosity, gratitude, and self-care can help women feel vibrant, strong, and empowered in every stage of life.Whether you're just beginning to notice changes or are well into your menopause journey, this episode offers practical insights, encouragement, and a refreshing reminder that menopause is not something to endure—it's a transition that can be navigated with knowledge, support, and confidence.If you enjoyed this episode, please subscribe, leave a review, and share it with a friend who could use a little more menopause support on her journey.BioCOO Michelle Jacobs and Co-Founder of Womaness,  envisioned a world where 50 million women entering menopause had a place to go for education, inspiration, and real solutions. With a background in strategic development and brand building, Michelle worked for iconic brands like Polo Ralph Lauren and Lancôme before transitioning to the publishing world where she launched and developed retail business for Real Simple, Cooking Light and InStyle magazines with retail partners like Target, Bed Bath & Beyond, and Crate & Barrel. She then handled the Joy Manganao brand (yes, that Joy Mangano) who introduced the world to the Miracle Mop and Huggable Hangers. Many years and many brands later, the entrepreneurial urge hit, and Michelle knew it was time to establish a business of her own. Social Media and Website FacebookInstagramWomaness Website Many thanks to our podcast sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.If you are ready to try natural HRT check out VITAFEM -  A doctor-formulated menopause supplement built for all 5 hormones. CLICK HERE FOR MORE INFORMATION     Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

What if the exhaustion, irritability, overwhelm, and restlessness you're experiencing in midlife aren't signs that something is wrong—but messages your body is trying to send? For many women, these symptoms are rooted in chronic stress in women over 40, a growing health concern that impacts everything from hormones and sleep to mood, energy, and overall well-being.In this powerful episode of the V.I.B.E. Living Podcast, Lynnis Woods-Mullins sits down with psychotherapist, holistic coach, yoga philosophy teacher, and author Catia Batalha to explore how chronic stress affects women over 40 and what many are truly craving beneath the surface: a regulated nervous system, healthier boundaries, deeper self-trust, and a renewed connection to their inner wisdom.Together, they unpack why modern life keeps so many women stuck in chronic stress and survival mode, and how ancient yoga philosophy offers a pathway back to balance, healing, and self-discovery. You'll learn why yoga is about far more than physical flexibility, how meditation and relaxation create space for clarity and truth, and why listening to your body's wisdom may be one of the most important skills of midlife.This conversation also takes a deep dive into boundaries—not as a trendy self-help concept, but as essential physical, emotional, psychological, and spiritual protection. Catia shares practical insights on navigating relationships, work pressures, personal growth, and the courage it takes to stop living for external validation and start living in alignment with your authentic self.Whether you're navigating menopause, burnout, life transitions, anxiety, people-pleasing, or simply feeling called to something more, this episode offers compassionate guidance and practical tools for creating a calmer, more empowered life.In This Episode:✔ Nervous system regulation for women over 40✔ How chronic stress impacts your health and decision-making✔ The deeper meaning of yoga philosophy beyond physical poses✔ Meditation and relaxation practices for emotional healing✔ Setting healthy boundaries without guilt✔ Empowerment vs. victim mentality in midlife✔ Reconnecting with intuition and body wisdom✔ Midlife transformation, healing, and personal growth✔ Trauma recovery and self-discovery✔ Insights from Catia's novel, Echoes of the TimelessIf you're ready to stop pushing through and start listening to what your mind, body, and spirit truly need, this episode is for you.

Are your hormones changing—or are you simply being told that feeling exhausted, anxious, gaining weight, losing sleep, and struggling with brain fog is just a normal part of aging?In this eye-opening episode of the V.I.B.E. Living Podcast, we sit down with women's health expert and nurse practitioner Carolyn Zaumeyer to uncover the truth about menopause, hormone health, and why so many women are suffering unnecessarily.Carolyn breaks down the critical roles of estrogen, progesterone, and testosterone and explains how declining hormone levels can impact nearly every system in the body. From hot flashes and night sweats to anxiety, mood changes, low libido, joint pain, vaginal dryness, skin changes, fatigue, and disrupted sleep, we explore the symptoms many women experience but rarely connect to hormones.You'll also learn:• The most common signs of hormone imbalance during perimenopause, menopause, and postmenopause• How bioidentical hormone replacement therapy (BHRT) works• The differences between estrogen patches, vaginal estrogen, progesterone, testosterone therapy, and hormone pellets• Why outdated hormone research created decades of confusion and fear around HRT• How proper hormone dosing and individualized treatment plans can improve quality of life• The important lab tests women should consider, including estradiol, testosterone, FSH, thyroid markers, vitamin D, and B12• How to advocate for yourself during medical appointments and get your concerns taken seriously• Why treating root causes is often more effective than adding medication after medicationWe also discuss men's hormone health and how optimizing testosterone can impact energy, mood, vitality, confidence, intimacy, and overall well-being.Whether you're navigating perimenopause, menopause, postmenopause, or simply want to better understand your body's changing needs, this conversation provides practical guidance, expert insights, and hope for the years ahead.If you're ready to feel vibrant, energized, and empowered in midlife and beyond, this episode is for you.

In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and why markets may not be reacting to geopolitical headlines the way many investors expect.It's a real-time look at the K-shaped economy: tighter budgets at the bottom, resilient spending at the top.Ryan and Sonu walk through stretched momentum after an eight-week rally, sector rotation beneath the surface, and another massive earnings season. They also explain why private AI investments are quietly becoming a meaningful contributor to public company profits, something many investors still aren't fully accounting for.Key Takeaways:Oil prices, Treasury yields, and inflation expectations remain tightly connected even when markets appear calm.Consumer behavior is splitting across income levels, reinforcing the idea of a K-shaped economy.Soft data like sentiment surveys continues diverging from hard data like earnings and employment.Earnings, buyback activity, and AI exposure are reshaping market leadership.Market momentum remains strong, but sector leadership underneath the surface keeps rotating.Bond markets may be the biggest force shaping Fed expectations and investor behavior goingJump to:3:06 — Strait Tensions and Oil Prices6:41 — The All-Electric Ferrari Debate8:39 — Consumer Strain Signals13:15 — Consumer Sentiment Hits Record Lows21:37 — Home Water Leaks and Insurance Headaches25:18 — Sector Breadth and Market Leadership33:15 — Momentum Crowding and the Win Streak37:41 —Earnings and Buybacks45:01 — Private AI Valuations Inside Public Earnings48:13 —Health Data and AI Coaching50:44 — Chicago Live Show Details54:00 — Grading Powell and New Fed Risks1:05:12 — Fed Hike Odds and Week AheadConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

This episode description has a strong foundation already — the story is compelling and emotionally grounded. I tightened the flow, elevated the emotional and editorial tone, improved pacing for listener retention, and strengthened the SEO naturally without sounding stuffed with keywords.A top cardiac anesthesiologist never expects to become the patient — until long COVID changes everything.In this powerful and deeply human conversation, we sit down with Dr. Zeest Khan, a Stanford-trained physician who worked on the front lines of the pandemic in 2020, only to later find herself battling devastating post-viral illness. After collapsing outside her own hospital from extreme fatigue, Dr. Khan was ultimately forced to leave clinical anesthesia and spend months bedridden, confronting the very medical system she once served from the other side of the white coat.What unfolds is a rare and intimate look at long COVID through both the physician's lens and the patient's lived experience — and an honest conversation about how chronic illness can unravel careers, identities, relationships, and the illusion of control.Together, we explore the complex realities of long COVID symptoms, including crushing fatigue, respiratory complications, sudden asthma, dizziness, heart rate and blood pressure fluctuations linked to dysautonomia, and the cognitive dysfunction often referred to as “brain fog.” Dr. Khan also explains why many patients never received a confirmed positive COVID test — and why that should never invalidate the severity of their symptoms or disability.For women navigating midlife health changes, unexplained exhaustion, burnout, hormonal shifts, or prolonged recovery after illness, this episode offers both validation and language for experiences that are too often dismissed.We also dive into the complicated dynamics of the doctor-patient relationship: why medical appointments can feel intimidating, how systemic pressures affect who gets believed, and why so many patients walk away feeling unheard or gaslit. Dr. Khan shares practical, patient-centered strategies for advocating for yourself within a fragmented healthcare system — including symptom tracking, prioritizing the most disruptive issues first, and creating a trusted primary care “home base” to help coordinate care across specialties.This is more than a conversation about long COVID. It's a conversation about resilience, identity, chronic illness, medical advocacy, and what happens when high-achieving people are forced to redefine health, productivity, and worth.If this episode resonates with you, subscribe to the podcast, share it with someone who may need support, and leave a review to help more people searching for long COVID resources, chronic illness validation, and patient advocacy find this conversation.Bio Dr Zeest Khan is a Stanford-trained anesthesiologist who specializes in open-heart surgery. She developed long COVID after working on the front lines of the pandemic in 2020, and was bed-bound for nearly a year. She thought her doctors would help her, but they were confused, too. So she started approaching her own health the way she cared for her complex and critically ill patients in the operating room: by making one scary decision at a time.After falling for a couple of medical scams, she realized how vulnerable people with chronic illness are, and started a podcast to help combat medical misinformation. Long Covid, MD is now a newsletter and YouTube channel dedicated to empowering patients to find answers, and teaching doctors how to care for complex patients like her.Website https://x.com/doctor_zeesthttps://www.youtube.com/@LongCovidMDhttps://longcovidmd.substack.com/WebsiteMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 188 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome new Fed Chair Kevin Warsh the only way they know how: with data, context, and zero sugarcoating.When Jerome Powell took over in February 2018, the Dow dropped 4.6% on his first day, the worst debut of any Fed chair in modern memory. This time, it's not the equity market doing the hazing. It's the bond market. The 30-year Treasury yield sits above 5% for the first time since 2007, and Japan's yields just hit levels not seen since the 1990s. Ryan and Sonu explain why the dynamics that once pushed foreign money into Treasuries are quietly reversing and what that means for U.S. investors.From there, Sonu walks through industrial production data that almost nobody is talking about. Manufacturing is running at nearly 5% annualized. High-tech equipment production is up 61% above 2019 levels in real terms. This is hard data, not a survey, and it runs directly counter to the narrative that the economy is softening.Then comes earnings. With 91% of S&P 500 companies reported, earnings growth is running at 27% against expectations of 13%. Communication services, expected to be down nearly 4%, came in up roughly 40%. The consumer is holding up, too, with retail sales running at 13% annualized and 95.2% of all household debt paid on time per the New York Fed.The episode closes with a look at what to watch: NVIDIA earnings, FOMC minutes, and a bond market both hosts are keeping a very close eye on.Key Takeaways:The bond market is testing Kevin Warsh the same way equity markets tested every Fed chair before him, and the dynamics driving yields higher are not going away quickly.AI is showing up in the hard data, not just stock prices. High-tech equipment production is up 61% above 2019 levels in real terms.S&P 500 growth came in at 27% against a 13% estimate during earnings season. Communication services swung from an expected decline of nearly 4% to a gain of roughly 40%.The two-year Treasury yield above the Fed funds rate signals the market believes the Fed is behind the curve. Rate cut calls from the sell side are, in Sonu's words, a John McEnroe moment.The S&P 500 is up seven consecutive weeks, gaining over 16% during that stretch. One year after prior streaks of this magnitude, the market has never been lower and is up 16% on average.Jump to:0:00 — Welcome and Who's Running the Fed?6:10 — Bonds Are Testing the New Fed Chair13:05 — Manufacturing Heats Up and AI Shows Up in Hard Data21:40 — Japan Sparks a Global Yield Reprice34:55 — Portfolio Moves on Duration and Cash43:55 — Earnings and AI Spending49:20 — Consumer Strength, Retail Sales, and Final ThoughtsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

What happens when excellence becomes survival mode?In this powerful conversation, Lynnis Woods-Mullins sits down with Dr. Sharita E. Warfield, MD to unpack the hidden cost of chronic stress on high-achieving women—especially women over 40 and women of color who have spent years pushing through, performing, caregiving, and carrying more than anyone realizes.From the outside, success can look impressive. But behind the scenes, many women are battling exhaustion, brain fog, hormone disruption, sleep struggles, anxiety, inflammation, stubborn weight gain, and a nervous system that never truly gets a chance to recover.Together, we break down the biology of stress in a way that actually makes sense. Dr. Warfield explains what elevated cortisol does to the body over time, why chronic stress hits differently during perimenopause and menopause, and how “weathering,” microaggressions, over-responsibility, and constant pressure silently impact long-term health.We also talk honestly about the emotional side of burnout: the guilt around resting, the fear of disappointing people, and the unhealthy praise many women receive for self-neglect disguised as strength.But this episode is not just about awareness—it is about restoration.Dr. Warfield shares practical ways to begin stabilizing your body and nervous system through nutrition, hydration, sleep, boundaries, and what she calls “micro recoveries”—small moments of restoration that help your body feel safe again. She also introduces her THRIVE framework and reminds us that protecting your peace is not selfish—it is necessary.If you have been looking successful while quietly feeling depleted, this conversation will speak directly to you.Press play, share this episode with another woman who needs to hear it, and subscribe to the V.I.B.E. Living Podcast for more conversations on holistic wellness, stress recovery, hormones, emotional healing, and thriving after 40.Bio Dr. Sharita E. Warfield is a board-certified Emergency and Lifestyle Medicine Physician, a Certified Life Coach, and an Amazon Best-Selling Author. As a wife, a mother of 4, and a physician, she has spent over 30 years in emergency medicine, thriving in high-stakes environments where lives depended on her ability to perform under pressure. But behind the white coat, she was experiencing what many high achievers silently endure—chronic stress, depletion, illness, and the realization that success was coming at a cost.That turning point led her to expand her work into lifestyle medicine and coaching, where she now helps high-performing leaders—especially women in midlife—reclaim their energy, health, and sense of purpose. As the creator of the T.H.R.I.V.E. framework, Dr. Sharita teaches executives, entrepreneurs, and high-achieving women in their midlife season how to sustain success without sacrificing themselves in the process.Her work sits at the intersection of health, leadership, and transformation—helping people move from simply surviving their success to truly thriving in it.Website and Social Media www.drsharitamd.comFacebookInstagramLinked In Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

Your nervous system isn't some trendy wellness buzzword. It's the internal system shaping how you respond to stress, connect in relationships, make decisions, and move through everyday life when things feel overwhelming.In this episode, Lynnis Woods-Mullins sits down with holistic transformation guide Christine Ruch for an honest and deeply grounded conversation about what nervous system work really looks like — and why so many “regulation” tools may help temporarily without truly changing your long-term emotional baseline.Christine shares her personal journey from being diagnosed with multiple sclerosis to reversing her symptoms through an elimination diet, eventually leading her into decades of work in holistic nutrition and wellness entrepreneurship. But one of the most powerful parts of her story came later: recognizing that even a highly successful, hyper-productive life built around “doing everything right” can still be rooted in unresolved childhood wounds, emotional suppression, and chronic stress.Together, we explore the difference between nervous system regulation and true nervous system restoration — and why learning to feel and process emotions may be the missing piece so many women overlook on the path to healing.We also talk about the larger emotional climate many people are carrying right now: post-COVID trauma, collective fear, uncertainty, and the way stress quietly moves through families, communities, and even the media we consume. From there, the conversation shifts into the experience of women in midlife navigating hormonal changes, emotional shifts, identity transitions, and the invitation to see menopause not as a breakdown, but as a doorway into deeper self-awareness and transformation.Christine shares a simple but powerful practice: allowing yourself to sit with an emotion for just 30 seconds with “nothing to fix.” We also discuss co-regulation, emotional attunement, and why being truly seen and supported inside safe mentorship and community spaces can accelerate healing.If you've been craving nervous system support that feels practical, compassionate, and deeply human, this episode is for you.Listen now, subscribe, share with a friend who needs this conversation, and leave a review sharing one insight you want to carry into your own healing journey this week.Bio Christine Ruch is a Holistic Transformation Guide who helps people with unresolved health conditions reconnect to their body's innate wisdom and healing potential. After spending 20 years healing her own MS naturally through whole food nutrition, nervous system restoration, spiritual practice, plant medicine, deep self-inquiry and many other Eastern and Western modalities, Christine now guides others on their own transformative healing path. Her work bridges science and soul, offering tools to move beyond symptom management and into lasting inner healing. She's here to share insight, hope, and grounded practices for listeners ready to reclaim their health from the inside out.Website and Social Media https://www.christineruch.com/InstagramFacebook SubstackMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor's mind: Does today's market feel like 1999?The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before losing it all on margin. Sonu remembers 75% of his engineering class having job offers by August of senior year. The vibes were very different then.From there, Ryan and Sonu dig into the numbers raising eyebrows. Semiconductors now make up roughly 22% of the S&P 500, up from around 6% at last April's lows. A telecom ETF built around AI infrastructure is up 44% year to date. These are not boring numbers. But beneath all that heat, sentiment is in the toilet, breadth is holding up, and credit spreads are making new cycle lows in ways that look nothing like the quiet deterioration that began in 1998. Ryan and Sonu make the case that this is not 1999. Not yet, anyway.Then Sonu drops inflation data that deserves a second read. Computer software and accessories, where AI token and cloud spending shows up in CPI, is running at an 83% annualized pace over the last three months. The Fed has a real problem. Ryan and Sonu walk through why stable jobs plus hard inflation plus a dovish Fed still adds up to bullish for equities, before closing out with a stronger-than-expected labor market update, a preview of the US-China trade meeting, and a record-breaking Uber ride from O'Hare to Cedar Rapids.Key Takeaways:Semiconductor stocks and AI infrastructure names are posting numbers that feel frothy on the surface, but earnings growth and genuine demand provide far more fundamental support than the dot-com era ever did.The NYSE advance decline line just hit an all-time high. In 1998, it peaked 18 months before the market did. That divergence is not happening today.AI-related inflation is real and showing up in the data. Computer software in PCE is running nearly 60% annualized over the last six months. This is not just an energy or tariff story.The S&P 500 has posted six consecutive weekly gains totaling over 16%, the second best such streak on record. One year later, the market has historically been up 17% on average.The labor market is quietly stabilizing. Blue-collar sectors that were bleeding jobs in 2024 are turning around, and prime-age employment sits at its highest ratio since before the 2008 financial crisis.The longer the Fed delays action on inflation, the greater the Volcker-style risk in 2027 or 2028. The AI capex boom has driven roughly 45% of real GDP growth over the last five quarters. When that fades, the math changes.Jump to:0:00 — Welcome and the 1999 Question2:00 — College Memories and Dot Com Vibes6:20 — New Highs with Rotten Sentiment10:30 — Frothy Semis and Leverage Lessons15:50 — AI Infrastructure Trade and Sector Gaps22:40 — Breadth, Credit Spreads, and Bull Signals33:10 — CPI Heat from Tariffs and AI Bottlenecks41:50 — Fed Risks and When Booms Break49:40 — Payrolls Update and Blue-Collar Turn54:20 — China Trade Talk, Travel Chaos, and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

CHP etkin pişmanlık ifadelerine karşı strateji belirlerken günlerdir gündemde olan transfer de gerçekleşti ve Afyon Belediye Başkanı Burcu Köksal AKP'ye geçti. Saadet Partisi lideri Arıkan'dan ilginç bir çıkış geldi; Varlık barışının sonu baskın seçim olabilir... TÜİK'e göre aile yılında yalnız yaşayanların oranı arttı, geniş ailelerin yüzde 27'si yoksulluk sınırı altında yaşıyor.

CHP'de Afyon gerilimi yaşanıyor. İBB'ye yeni operasyon yapıldı. Son seçim anketinden ilginç sonuçlar ortaya çıktı. Mabel Matiz beraat etti. Ekonomide sanayi üretimi azaldı. Orta Doğu'da hem ateşkes sürüyor, hem gerilim...

Türkiye ekonomisi neden düzelmiyor? Dünya Alem programının bu bölümünde İslam Özkan'ın konuğu ekonomist Cüneyt Akman. Akman, Türkiye'de yaşananların klasik bir ekonomik krizden ziyade, uzun süredir devam eden yapısal ve politik sorunların sonucu olduğunu savunuyor. Akman'a göre 2023 öncesinde krizden çok “ertelenmiş bir tablo” ve ekonomik manipülasyon dönemi yaşandı. Düşük faiz ve kredi genişlemesi politikaları sistemi geçici olarak ayakta tutarken, uzun vadede sürdürülemez bir yapı oluştu. 2016 sonrası hızlanan siyasal değişimle birlikte ekonominin “saadet zinciri / Ponzi modeline” benzeyen bir yapıya dönüştüğünü belirten Akman, dış kaynak girişine dayalı bu sistemin kırılmasıyla birlikte enflasyonun kalıcı hale geldiğini ifade ediyor. Mehmet Şimşek'in uyguladığı ortodoks ekonomi programını da değerlendiren Akman, kur-faiz dengesiyle sermaye çekme stratejisinin kısa vadeli rahatlama sağlasa da, sermaye çıkışı ve borç yükünü artırdığını vurguluyor. Sonuç olarak Akman, Türkiye'nin ekonomik sorunlarının yalnızca para politikalarıyla değil; hukuk, kurumlar ve siyasi yapıdaki dönüşümle birlikte ele alınması gerektiğini söylüyor. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 186 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by a genuine industry legend, Jeff Hirsch, Editor-in-Chief of the Stock Trader's Almanac, now celebrating its 60th year. And yes, Jeff is also turning 60 this month.The conversation starts where May always takes us. "Sell in May and Go Away." Jeff immediately sets the record straight. It's not about selling everything on May 1. It's about repositioning, spring cleaning your portfolio, tightening stops, and getting ready for the historically weakest six months of the year. He walks through how MACD signals layered on seasonal patterns sharpen entries and exits, which sectors shine during the weak months, and why the Nasdaq's growing weight in the S&P 500 has stretched that weak window further into June.From there, the episode covers the Trump presidential cycle pattern, the sixth-year tailwinds, and how the midterm-year setup historically creates one of the best buying opportunities on the calendar. Jeff makes a candid near-term call on gold, makes the case for utilities and staples during the weak months, and explains why the mutual fund October 31 deadline is the true engine behind all of it.Oh, and Sonu's birthday is May 4. So officially: reposition on Sonu's birthday, go sober on Ryan's.Key Takeaways:"Sell in May" is widely misunderstood. The real strategy is repositioning, not abandoning the market entirely.Jeff uses MACD crossover signals layered on seasonal patterns to time entries (on or after October 1) and exits (on or after April 1 for the S&P 500, June 1 for Nasdaq).The Trump presidential cycle pattern, the sixth year of the decade, and the sixth year of the presidency all point toward a strong year. Jeff's target range is 8% to 12%, with 15% possible if geopolitical risks resolve.Utilities (XLU) and consumer staples are Jeff's preferred sector plays for the weak six months, with added tailwinds from data center electricity demand and dividends.Gold looks like a near-term top after a massive run. Jeff is watching for a seasonal re-entry opportunity in July or August.The real driver behind October seasonality is the mutual fund October 31 fiscal year-end deadline, which creates institutional churn, window dressing, and the conditions for the classic "bear killer" October bounce.Jump to:0:00 — Welcome and Meet Jeff Hirsch1:37 — Sell in May Reframed6:25 — MACD Signals and Seasonality10:55 — Sector Plays for the Weak Months14:55 — The Trump Cycle and Midterm Choppiness22:45 — Why Seasonal Patterns Exist35:05 — International Ideas and Cash Choices44:05 — Dead Indicators and the 401(k) Flow Shift50:10 — Gold, Grains, Options, and Calendar Quirks53:05 — Where to Follow Jeff and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Jeff:• LinkedIn: https://www.linkedin.com/in/jeffrey-hirsch-8285358/• X: https://x.com/AlmanacTrader?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Is your skin aging faster than it should?In this episode, we talk with Laurel Hoover, founder of Skin Love, about the real causes of aging skin—from stress and hormones to internal chemistry. If you're dealing with dullness, fine lines, or sudden skin changes after 40, this conversation will help you understand why.We break down natural skincare solutions that go beyond surface-level fixes, including how botanical oils support the skin barrier, why “oils clog pores” is a myth, and how ingredients like meadowfoam can help balance your skin.We also explore the deeper connection between fascia, tension, and visible aging—plus how facial massage, face yoga, and simple daily practices can support firmer, healthier-looking skin naturally.If you're ready to stop guessing and start understanding your skin, this episode is for you.Bio Laurel Hoover Is the Founder of SkinLove, offering natural skin care through cellular regeneration using ancient techniques. She completed the Plant Medicine Program at Cornell University, mentored under a Native American Medicine Keeper and is a certified Quantum Healing Hypnosis practitioner.Social Media https://www.linkedin.com/in/laurel-hooverhttps://www.youtube.com/@laurelhoover https://www.instagram.com/skinlovelive/collagen-stimulating face massage tutorial video  https://youtu.be/AQGJlEyyKUsWebsiteMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 185 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are recording live from Omaha at PodPony's studio during Carson's Q2 board meeting. They make a pilgrimage to the McDonald's on 40th and Dodge that Warren Buffett reportedly frequents. They got the scoop on his usual order, but did Buffett himself show up? You'll have to listen to find out!On the markets side, Ryan breaks down why the current secular bull market started in 2013 and what history says happens after you're up 100%, which is exactly where this bull market now stands from the October 2022 lows. The S&P just hit its 10th all-time high of the year, forward profit margins just reached a record 15.2%, and the data on "sell in May" may surprise you. Ryan's numbers show May has been up 12 of the last 13 years.The episode also covers the oil picture with WTI back near $100 and the Strait of Hormuz situation still unresolved, the consumer sentiment disconnect between how people feel and what retail sales are actually showing, and the Fed outlook heading into tomorrow's decision. Sonu explains why Kevin Walsh is leaning on trimmed mean PCE to justify rate cuts, and Ryan calls him out for putting everyone to sleep. Gold gets a candid look too, still in a long-term bull market but stretched after a massive run, with real rate pressure creating some short-term headwinds.Key Takeaways:The S&P 500 just hit its 10th all-time high of the year, and the bull market has officially crossed the 100% gain mark from the October 2022 lows.Forward profit margins just reached a record 15.2%, the highest ever recorded.Ryan makes the case that the current secular bull market began in 2013 and explains what history says comes next.Sell in May is largely a myth. May has been up 12 of the last 13 years.WTI is back near $100 and the Strait of Hormuz situation has not resolved the way markets hoped.Consumer sentiment remains near historic lows, but retail sales tell a very different story.Gold is still in a long-term bull market but faces short-term headwinds from real rate pressure after an extended run.Jump to:0:00 - Live from Omaha Setup 1:59 - All-Time Highs and Oil Shock 6:10 - Why Sentiment Feels So Low 11:27 - Board Meeting and Real Money 13:22 - Will AI Kill Investing Alpha? 16:09 - When Secular Bull Markets Start 21:00 - Global Breakouts and Gold Debate 22:36 - Rates, Inflation, and the Fed Shift 26:49 - Trimmed Mean PCE Explained 29:49 - Sell in May: Stats Check 32:58 - Bull Market Up 100% — Now What? 36:22 - McDonald's Hunt for Buffett 41:33 - Wrap-Up and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

You can do everything “right” and still be told your symptoms are in your head. In this episode, I sit down with Dr. Christy Thozer, a menopause specialist, to break down what's really happening during perimenopause, menopause, and postmenopause—and what real care should look like.We unpack the truth about hormone replacement therapy (HRT), clear up the fear from outdated research, and explore how personalized treatment can support everything from symptoms to long-term health like bone and brain function. We also talk through your options—from patches and pills to local estrogen—and what actually works.Most importantly, this is about self-advocacy. If you've ever felt dismissed or unheard, this conversation will help you ask better questions, seek the right support, and get the care you deserve.If this resonates, share it with someone who needs it—and don't forget to subscribe and leave a review.Bio Christy Thozer is a menopause specialist with Corla Health, a telehealth clinic providing comprehensive menopause and perimenopause care to women across California. With advanced training in women's health and hormone therapy, Christy focuses on helping women navigate symptoms that are often dismissed or undertreated in traditional healthcare — including sleep disruption, brain fog, vaginal dryness, mood changes, and hormonal shifts.Through Corla Health's membership model, she provides personalized treatment plans, hormone therapy management, and ongoing support designed specifically for the complexities of midlife. Christy is passionate about helping women understand what's actually happening in their bodies during perimenopause and menopause — and empowering them with evidence-based treatment options so they can feel like themselves again.Website and Social Media www.corlahealth.comhttps://www.instagram.com/christythozer.dmsc/https://www.tiktok.com/@christythozer.dmschttps://www.youtube.com/@ChristyThozerDMSchttps://www.facebook.com/profile.php?id=61583854587808https://www.instagram.com/corlahealth/https://www.tiktok.com/@corlahealthhttps://www.youtube.com/@CorlaHealthhttps://www.facebook.com/profile.php?id=61573842630102Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

The Social Hour is back for its 4th episode — and this one covered a lot of ground. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the financial media world: Josh Schafer, Newsletter Editor and Investing Personality at Barron's Investor Circle, and Talmon Smith, Economics Reporter at The New York Times.Fair warning: Ryan's 140-pound Great Pyrenees may or may not have been snoring in the background, Talmon showed up fashionably late on Central Time, and somehow the conversation ended with a tease about something big coming to Omaha. But in between? Plenty of substance.They dig into semiconductors ripping 18 days in a row, the Intel comeback story nobody saw coming, and why AI infrastructure names from chips to optical networking to data center builders keep defying expectations. Josh breaks down what's actually driving the earnings surprise story, why FOMO is back in the market, and what the tailwinds (or lack thereof) look like for the back half of the year. Talmon brings the macro and human side of things, connecting the dots between surging corporate margins, collapsing consumer sentiment, and what affordability really means for everyday Americans. Sonu drops some eye-opening services inflation data that reframes the whole "inflation is solved" narrative.Key Takeaways:Semis on a historic run: The SOX up 18 consecutive days with broad breadth, not just NvidiaIntel's surprise: Earnings estimates doubled overnight and the turnaround thesis is gaining tractionAI infrastructure trade alive and well: Telecom ETF names like Iridium and Lumentum up 100%+ YTDEarnings boom: 26% EPS growth across 25% of S&P 500 reporters and this isn't just Big TechConsumer sentiment vs. stock market: Why both can be true at the same timeServices inflation running hot: Personal care, dental, and vehicle rentals all well above targetThe Fed's hands are tied: Labor market steady, inflation sticky, no clear path to cutsGDP watch: Real GDP print incoming, brace for noise and focus on nominalJosh Schafer and Talmon Smith are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 Disclosures and Social Hour Kickoff 1:15 Meet Barron's Josh Schafer 6:30 Semiconductors Rip on AI Buildout 10:20 Intel's Surprise Turnaround Narrative 14:10 Powell Drama Fades as Stocks Rally 18:35 Tech Layoffs and the Capex Squeeze 22:10 Earnings Boom Meets Inflation Pain 25:40 Talmon Smith on Affordability and Sentiment 37:50 The Fed's Dilemma and the 2% Target 52:40 GDP Angst and Market Narrative Confusion 59:30 Where to Follow and What's NextConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Talmon:• LinkedIn: https://www.linkedin.com/in/tal-smith-b1898a326/• X: https://x.com/talmonsmithConnect with Josh:• LinkedIn: https://www.linkedin.com/in/josh-schafer-b24723132/• X: https://x.com/_JoshSchaferQuestions? We'd love to hear from you! factsvsfeelings@carsongroup.com

Spring has a way of flipping a switch—suddenly we all want to feel lighter, stronger, and more confident heading into summer.  The problem is the advice is loud, conflicting and often designed to keep you chasing the scale. We bring on certified personal trainer and online nutrition coach Mackenzie Jacobs to cut through the noise with practical, science-backed guidance for women 40+ who want to lose inches, protect their hormones and build real strength that lasts.We dig into five stubborn fitness myths and what to do instead: the fear that strength training makes you bulky, the idea that creatine is only for men, the belief that cardio is the best tool for fat loss, the “more is better” mindset that stalls progress, and the 1200-calorie approach that can leave your body surviving instead of thriving. Along the way we talk about muscle memory, why the scale can mislead you, and how building muscle supports basal metabolic rate, blood sugar regulation and long-term longevity.We also get real about the topics women keep asking about: belly fat, cortisol and stress, walking as the most underrated low-impact cardio, intermittent fasting for weight loss and when it actually makes sense, plus GLP-1 medications and the muscle-loss risk that too many people overlook. If you want a menopause and perimenopause fitness strategy that feels doable, sustainable and empowering, this conversation gives you a clear next step.Subscribe, share this with a friend who's stuck, and leave a review with the myth you want us to tackle next.Bio McKenzie Jacobs is a San Diego-based certified personal trainer and nutrition coach known for founding More Confident Fitness. She focuses on sustainable health, helping clients build strength and confidence through balanced fitness and nutrition without relying on "quick fixes" or shame-driven habitsClick here for the free download mentioned in our interview InstagramTikTokYouTubeFacebookMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

Sleep can feel like the first thing to fall apart in midlife, and the most frustrating part is not knowing why. We sit down with sleep expert Dr Benjamin Long to unpack what actually changes for women after 40, why perimenopause and menopause can disrupt sleep, and why sleep apnea in women is so often missed. If you are exhausted but not a loud snorer, wake up unrefreshed, or feel stuck in a cycle of fatigue and insomnia, this conversation helps you spot the patterns worth taking seriously.We also zoom out to the bigger picture: how chronic sleep loss affects blood pressure, heart health, immune function, and even long-term brain health. Then we get practical about the real-life stuff that wrecks rest, from caregiving stress to the hidden impact of screens and late-night social media on your nervous system. Dr Long explains sleep stages in plain language, including why parasympathetic “rest and digest” is so important for easing into restorative non-REM sleep.From there, we dig into what insomnia means clinically, how circadian rhythm works, and why some true night owls are mislabeled and mistreated. You will also hear simple tools you can try tonight, including Dr Long's “sleepless night rules” inspired by CBT-I stimulus control, plus ideas for building a consistent sleep ritual that actually fits your life. If you want a faith-based option, we also talk about his Sleep Habits Journal and how some people reframe a sleepless night as a moment for prayer rather than productivity.If this helped you, subscribe for more midlife health conversations, share the episode with a friend who is tired of being tired, and leave a review so more women can find it. What is the biggest thing keeping you from great sleep right now?Bio Dr. Long loves talking about sleep.  As a dual-board certified sleep medicine physician & pediatrician, he is prepared to discuss any questions around sleep and sleeplessness for any age.  But more specifically, his unique calling is to help people see sleep as both a medical need and a gift from God. His book blends biblical reflections, guided prayers, and journaling prompts with proven tools from sleep medicine to help calm anxious hearts and invite God's presence into restless nights.WebsiteInstagramLinkedInSleep Habits Journal Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in?Ryan and Sonu break down what actually drove the comeback—not just momentum, but a fundamental shift in the earnings picture. Forward EPS estimates are rising sharply across tech, energy, and materials, and margin expansion is now the single biggest contributor to year-to-date S&P 500 returns. They explain why nominal GDP growth of 5% to 6% is fueling corporate profits even as consumer sentiment sits near historic lows, and why that gap between how people feel and how they actually spend tells the real story of this market.The episode also covers portfolio construction in a structurally inflationary world, why telecom has quietly surged 40%, why hard assets and managed futures are outperforming bonds, and what this bull market's three-and-a-half-year track record says about where things go from here.Key Takeaways:The SP 500's largest 13-day rally in history was driven by fundamentals, not just reliefForward EPS estimates are rising across tech, energy, and materials, three sectors making up 40% of the indexMargin expansion is the single biggest contributor to year-to-date S&P 500 returnsConsumer spending remains strong in nominal terms even as real income growth is flatTelecom has surged 40% and remains one of the most overlooked positions in diversified modelsBull markets that reach Year 3 have made it to Year 4 seven out of eight times historicallyRyan believes the 9.1% drawdown in early 2026 marked the lows for the yearJump to:0:00 — Welcome and Quick Setup0:31 — X Account Hack and Security Lessons3:41 — Livestream Guests and Schedule8:30 — Ryan's New CNBC Contributor Role9:58 — New Highs and a Historic Rally16:08 — Tim Cook's Legacy and Apple's AI Strategy22:06 — Earnings Growth vs. Valuation Multiples29:27 — Sector Profits: Energy, Tech, and Materials37:20 — Consumer Spending Amid Low Confidence44:15 — Retail Sales and Inflationary Growth47:16 — Portfolio Positioning for Real Economy Trends50:09 — Hype Cycles and the Allbirds AI Story53:34 — Are the Lows In for 2026?56:15 — Omaha Teaser, Closing, and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com