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Who else out there just feels utterly insane sometimes when shark week comes (your period week)? Hormones making you crazy? Getting sucked into body comparison or diet culture? GIRL. Let's release that stress! My friend Tara brings the answers to my questions all around periods, hormones, diets, and body comparison for Christian college girls. LET'S GOOOOOOO!! Grab your cold brew and TI-89, because class is now in session.   P.S. Tara Faulmann's podcast --> The No Nonsense Wellness Podcast | Weight Loss & Health for Real Life   Come join our FB Christian College Girls Community where you can ask questions, request prayer, and vent about ALL THE THINGS! Facebook --> Christian College Girl Community ~ Scholarships & Graduate Debt-Free | Facebook Instagram --> @moneyandmentalpeace Email --＞ info@moneyandmentalpeace.com Facebook --> Christian College Girl Community ~ Scholarships & Graduate Debt-Free | Facebook   Related Episodes: 51 - Have NO GUILT Around Food and Fitness As A Christian College Girl - Empowerment and Food Freedom with Miranda Lee 119 - Devos: God is in the Details of Your College Life! - Exodus 2:1-10 123 - Are You an Introvert with Social Anxiety? How to Juggle the Overwhelm of College and Fear of the Unknown - Part 1 140 - Worrying about tomorrow even though you have faith? You're normal. 3 steps to lean into Jesus and find peace while navigating anxiety and depression in college   ** Find God's Path for College and Graduate Loan and Debt-Free **   Do you want guidance on where to go and what to study… wonder if you should change majors? Do you find yourself up late at night searching for scholarships, and ways to pay for college without parental help? Do you wake up worried about everything, and just want to make sure you're following God's plan for your life?   In this podcast for Christian college girls, you will learn to find GOD'S path for your college journey, and graduate with no loans or debt!   I get it! It is so tough doing things the world‘s way, when everybody else is doing life without God and in their own strength, making poor choices, and taking out loans. So, if you're ready to stop dreading making decisions, and find EASY solutions to help you pay for college while following His path for your life, this podcast is for you!   Hey there! I'm Kara Walker, a twenty-something entrepreneur, amateur snowboarder, recovering over-achiever, and debt-free college graduate. In college, I too was a stressed college student, looking for money and mental peace. I wondered if there were other ways to pay for college besides loans, and wished for clear direction on how to make college and career decisions! Not only was I worried about drowning in debt, but also afraid I hadn't heard Jesus correctly. Was I studying the wrong thing? Was I completely off track?   I felt semi-out of control and was spiraling, until I learned how to hear from God and follow His direction. He guided me and gave me the stepping stones to pay for college.  Scholarships, grants, testing out of classes, and other weird school hacks got me through debt-free!   And, I'm here to teach you HOW to do this, too.   If you are ready to find answers about your future, have an intimate and fruitful relationship with Jesus, and have enough money to KILL it at college, this pod is for you! So grab your cold brew and TI-89, and listen in on the most stress-free and debt-free class you've ever attended: this is Money and Mental Peace.   About Tara's podcast: Tara Faulmann - Health & Nutrition Coach, Therapist, Auto Immune Overcomer, Faith Forward    Are you a busy woman who's trying to DO ALL THE THINGS and stay healthy, sane, and actually have fun in the process? Maybe you're sick of being on the diet roller coaster and want to finally achieve food freedom and lasting weight loss and health? Well you're my people and you're in the right spot!   It's so easy for us to put everyone else before ourselves. It's become habit to say “I don't have time”. Mom guilt is REAL. Slowly and without realizing it we start shrinking in our lives, we put on weight, we stop exercising, we stop dreaming. And then we find ourselves stuck in this unfulfilled, frumpy place, not knowing how we got there or how to get out. Been There. Done That. Started the Podcast.   Hi, I'm Tara! As a trained Therapist, Nutrition Coach, and Fitness instructor I'll be your guide and coach to achieving the weight loss, wellness, freedom, and joy I know you're after. As a wife, mom to 2 pre-teen boys, and a work from home entrepreneur, I'm gonna keep it REAL with you! And as a woman who daily overcomes struggles with an auto-immune disorder, body image, self-love and stepping into my greatness, I'm walking this journey alongside you.   I believe in real world solutions for real world problems, not a bunch of BS the newest “guru” is hocking on insta. I don't believe in quick fixes or diets, I believe in habits and lifestyle changes. I believe in the limitless power and potential that already lives within you.   In this podcast we're going to dive into what's sabotaging you and holding you back from the health and life you desire. We'll explore healthy, lasting weight loss, nutrition, fitness, habits, emotions, your thoughts and mindset, and all the other parts of YOU. I want to hold your hand as you transform into the total baddie you TRULY are. And then we'll toast to her with a hard seltzer!! CHEERS!   So pop in those ear buds, tie up those shoes, and let's walk and talk!   Learn => www.tarafaulmann.com Contact => tara@tarafaulmann.com Community => community.nononsensewellness.com   More about this episode:  This conversation covers the full picture of navigating your menstrual cycle in a healthy, grace-filled way, including cycle syncing and understanding menstrual stages and period phases. Some people use simple tools like a period tracker, period calendar, or menstrual calendar to feel more in control of their body. What do you use? I get it - menstrual cramps, period cramps, and finding realistic ways to approach cramp relief when your period symptoms feel terrible can be overwhelming. I want to hear from you! Come join the Facebook group and tell me what different period products you use — including pads, tampons, menstrual cups or period cups, period underwear and period panties — and how you choose what fits your comfort, lifestyle, and daily routine? Whether you're dealing with cramps, unexpected cycle changes, or just trying to make sense of what's happening in your body, this episode offers encouragement and clarity for women who want to feel more at peace with their cycle.

On today's episode, Dr. Mark Costes sits down with Dr. Andrew Kokabi, owner of Brookhaven Family Dentistry and a true example of grit, growth, and purpose-driven leadership. From his early days in a three-operatory practice with no paycheck, to leading a thriving 17-op fee-for-service operation with plans to expand to 30, Dr. Kokabi shares his deeply personal journey. He talks about how his upbringing as the child of Iranian immigrants shaped his business mindset, the painful but transformative experience of burnout, and the pivotal role the Dentalpreneur Podcast played in reigniting his passion and vision.  The conversation dives deep into creating a strong culture, onboarding associates with aligned philosophies, tracking performance, building patient loyalty, and giving back to the community in creative, meaningful ways. You'll also hear about Dr. Kokabi's vision for long-term impact—both in dentistry and through empowering underserved populations. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.coupleofdentists.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

This Game Started as a Ministry… Then it Took a Dark Turn...Bless God Summit Tickets Here → https://www.blessgodsummit.com/Logos Bible 60 Day Free Trial →→ http://logos.com/ruslanPatreon →→→ https://www.patreon.com/kingsdream

Nicolle Wallace covers Trump border czar Tom Homan's announcement today that thousands of federal agents are withdrawing from Minneapolis. Homan's announcement comes after federal agents shot three people, two of whom were killed: Renee Nicole Good and Alex Pretti.Later, Nicolle covers the backlash from both the right and the left to Attorney General Pam Bondi's testimony to the House Judiciary committee yesterday. Bondi was pressed by Democrats about Jeffrey Epstein and his connections to Donald Trump and prominent people in the Trump administration, such as commerce secretary Howard Lutnick.For more, follow us on Instagram @deadlinewhTo listen to this show and other MS NOW podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. For more from Nicolle, follow and download her podcast, “The Best People with Nicolle Wallace,” wherever you get your podcasts.To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3291: Jessi Kneeland reflects on her unexpected shift toward running, not for fitness, but as a powerful tool to process anxiety and emotional overwhelm. With vulnerability and insight, she explores how honoring her body's intuitive need for movement helped her reclaim a sense of clarity, agency, and emotional stability. Read along with the original article(s) here: https://www.jessikneeland.com/post/why-i-ve-started-running Quotes to ponder: "Sometimes our bodies identify a threat, and determine that we need to flee (or fight), so they give us the literal energy we need to do so!" "When the source of stress isn't something we can literally flee from, we still need to use up and metabolize that 'run away' energy out of us somehow!" "Sometimes we train for fun, and sometimes we train to be safe and stable, physically, mentally, and emotionally." Learn more about your ad choices. Visit megaphone.fm/adchoices

What did a typical morning look like in Tudor England? There were no alarm clocks, no hot showers, and no coffee waiting in the kitchen. Instead, people woke in cold rooms, often sharing beds, with the fire nearly out and the day's work already ahead of them. In this episode, we walk through a full Tudor morning routine, from first light to the start of work. You'll hear about rush-covered floors, chamber pots, quick basin washes, layered clothing, bread and small beer for breakfast, morning prayers, and the all-important task of bringing the fire back to life. It's a practical, physical start to the day that depended on the household, the season, and the light of the sun. Learn more about your ad choices. Visit megaphone.fm/adchoices

After their son Christopher passed away in 1969 from Rhabdomyosarcoma, Charles and Erma Millard decided to start a Charity organization that would help Pediatric cancer patients and their families. This organization was named Four Diamonds and Suzanne Graney, who has been its Executive Director for the past 15 years, will talk about this amazing organization which pays all expenses for each child that is treated at Penn State Health's Golisano Children's Hospital that are not covered by insurance. Four Diamonds has been partnering with Penn State and their Dance Marathon known as Thon which is the largest Student Run Philanthropy in the World, with all proceeds going to Golisano Children's Hospital to fight Pediatric Cancer.  

On this jaw-dropping episode of Jubal’s Dirty Little Secret, a high school coach makes a decision that could cost him everything

The NBA All-Star Game used to mean something. When did that change

On this jaw-dropping episode of Jubal’s Dirty Little Secret, a high school coach makes a decision that could cost him everything

Booktok girlies we have a HUGE announcement for you on today’s show! Join Intern John, Sos, Rose, Hoody, Erick, and Savera as we find out the BIG news Sos has in store for us, we do an all NEW War Of The Roses, Plus we find out if Valentines Day is a money scam! All that and more with Intern John and Your Morning Show! Make sure to also keep up to date with ALL of our podcasts we do below that have new episodes every week: The Thought Shower Let's Get Weird Crisis on Infinite Podcasts See omnystudio.com/listener for privacy information.

Summary of How to scale a world class culture in your franchise: Want to know how to franchise a business and maintain world-class culture across thousands of locations? Discover the exact franchise growth strategies that took Anytime Fitness from a single 24-hour gym concept to the #1 fitness franchise in the world—with over 4,000 employees sporting brand tattoos (and they're not even corporate employees). In this episode of the Customer Service Revolution podcast, John DiJulius interviews Dave Mortensen, co-founder of Purpose Brands—the largest portfolio of fitness, nutrition, and wellness franchise brands generating $3.7 billion in combined revenue across 7,000 locations in 50 countries. If you're a franchisor struggling with culture consistency, a business owner wondering if franchising is right for you, or a multi-unit franchise operator looking to scale, this conversation reveals the counterintuitive secrets behind building a franchise system so powerful that franchisees' employees willingly get brand tattoos. What You'll Learn: The "Fanchise" model: How to turn franchisees into fans who are emotionally invested in your brand's mission (not just the ROI)—the framework from Dave's new bestselling book Fanchise Your Franchise The 5-location rule: Why you should NEVER start franchising until you've proven the concept across multiple company-owned locations (Dave and Chuck owned/flipped 5 gyms before franchising) The franchise validation process: How rigorous franchisee selection prevents 99% of future culture problems—"We want franchisees who want to change lives, not just make money" Scalable culture systems: The exact playbooks, standards, and training that allow 7,000 locations to deliver consistent experiences without Dave being present The PLEASE standards: How borrowing customer experience frameworks from consultants like John DiJulius transformed their service culture into an actionable system The tattoo test: When 4,000+ people tattoo your brand on their bodies by choice, you've transcended transactional franchising—here's how to create that level of loyalty Dave Mortensen's Franchise Journey: Phase 1: The Consultant Era (Early Career) Started in fitness at 21, dropped out of college, worked his way up Met business partner Chuck Runyon on similar trajectory Started consulting firm helping gym owners with operations, sales, and member experience Traveled across US, Canada, Australia, Mexico working with big box and boutique gyms Key insight: "People were passionate about fitness but didn't know how to run the business—Chuck and I could drive results AND write it down" Phase 2: The Operator Era (1995-2002) Bought first gym in 1995—the same gym where Dave worked front desk for $4/hour Grew it from 400 to 4,000 members, then sold it Started buying, remodeling, and flipping gyms successfully Owned 5 locations simultaneously at peak Key insight: "We said we need to start SHOWING people we know how to do it, not just telling them" Phase 3: The Franchise Era (2002-Present) Opened first Anytime Fitness in 2002 with revolutionary 24/7 model Kept consulting firm and big box gym for 3 years, then sold everything to focus on Anytime Sold franchise #1 to a member who believed in the concept Today: Co-founder of Purpose Brands with 9 franchise brands across 50 countries Key insight: "We didn't just franchise a business model—we franchised a mission to change lives" The Purpose Brands Portfolio: 9 Franchise Brands Under One Umbrella: Anytime Fitness (World's #1 fitness franchise) Orangetheory Fitness The Bar Method Waxing the City Base Camp Fitness SUMHIIT Fitness Stronger U Nutrition Healthy Contributions Provision Security Total System Stats: $3.7 billion combined revenue 7,000+ locations 50 countries 6 million members served 4,000+ brand tattoos (just Anytime Fitness) The Franchise Culture Paradox Explained: The Problem Most Franchisors Face: "I opened my salon 33 years ago and we were great at customer service because 50% of our staff was me and my wife. Then we grew to multiple locations and the experience tanked because we weren't everywhere." - John DiJulius How Purpose Brands Solved It: Dave reveals the systems that allow franchisees' employees (not even corporate employees) to line up around the building to get brand tattoos at annual conferences—in the US, New Zealand, Australia, and beyond. Critical Franchising Insights: "You don't franchise a business—you franchise a mission" The difference between transactional franchising (buy a territory, make money) and transformational franchising (join a movement, change lives) "Find the 36-inch travel between talent and passion" Dave's framework for helping franchisees discover if they're in the right business—it's never 100% talent or 100% passion, but finding the balance point "We want franchisees who want to change lives, not just make money" The franchisee selection criteria that predicts long-term success better than net worth "Relationships create who we are—you are one of 50-100 that shaped our business" Why Dave credits consultants, mentors, and partners for Purpose Brands' success (including John DiJulius for helping create the PLEASE service standards) "Create availability for people to find you—it makes it easier to make an impact" Leadership philosophy on accessibility that translates to franchise support systems When to Franchise Your Business (Dave's Criteria): ✓ Proven unit economics across multiple locations (not just one lucky store) ✓ Replicable systems that someone else can execute without you ✓ Mission-driven model that attracts passionate operators, not just investors ✓ Scalable training that maintains culture as you grow ✓ Clear standards documented in playbooks (the "write it down" principle) Franchise Growth Strategies That Work: 1. The Consulting-to-Ownership Bridge Dave and Chuck consulted for years before owning, which taught them what works across different markets and models 2. The Flip-and-Learn Model Buying, improving, and selling gyms taught them rapid value creation and what levers drive results 3. The Mission-First Sale First franchise sold to a member who believed in the concept—not a business investor looking for ROI 4. The Playbook Obsession "Write it down"—documenting every procedure so franchisees can execute at scale 5. The Partner Selection Dave: passionate about fitness + talent in business Chuck: passionate about business + talent in operations Perfect complement creates unstoppable partnership For Corporate/Non-Franchise Businesses: Question to Dave: "Does someone have to be in the franchise world to engage you? Could KeyBank or another corporate entity learn from you?" Dave's Answer: "Absolutely. Anyone that wants to develop a culture that is scalable—that they can scale within their system—is something we can be a part of." Translation: The principles that allow 7,000 franchise locations to maintain culture work just as well for corporate multi-location businesses, distributed teams, or any organization struggling with consistency at scale. New Book: Fanchise Your Franchise Third book from Dave Mortensen and Chuck Runyon Core Concept: Transform franchisees from transactional business owners into passionate fans who champion your mission Who Should Read It: Franchisors with 10-100 locations struggling to maintain culture Business owners considering franchising but unsure if they're ready Multi-unit operators wanting to improve franchisee engagement Corporate leaders looking to scale culture across distributed locations Anyone building a business that needs to maintain standards without being everywhere Where to Get It: 4PGuys.com (the "4P Guys"—Dave and Chuck's consulting/speaking platform) Perfect For: Franchisors wanting to scale culture beyond 100 locations Business owners evaluating if franchising is the right growth strategy Multi-unit franchise operators looking to improve unit consistency Fitness/wellness entrepreneurs specifically in gym, boutique fitness, nutrition spaces Corporate leaders of multi-location businesses struggling with "employee roulette" CEOs who want to understand why some franchise systems thrive while others implode Key Quotes from Dave Mortensen: Franchising vs Corporate Growth: "We didn't just franchise a business model—we franchised a mission to change lives. That's why their employees get tattoos, not ours." Franchisee Selection: "We want franchisees who want to change lives, not just make money. If you're only in it for ROI, you won't survive the hard times." Talent vs Passion: "You'll never be 100% talented at what you're most passionate about, and vice versa. But when you find the 36-inch travel between the two, you just found your career." Scalable Leadership: "Chuck and I were absolutely different. Chuck was passionate about the business. I was passionate about fitness. That's what made us unstoppable together." Helping Others: "If I can help people find what I've been lucky to have—an incredible business partner, a thriving business, a great family—that's my passion now." Resources Mentioned: Book: Fanchise Your Franchise by Dave Mortensen & Chuck Runyon Website: 4PGuys.com (consulting, speaking, franchise advisory) Purpose Brands Portfolio: 9 franchise brands across fitness, nutrition, wellness, security Previous Books: (Two prior books from Dave & Chuck on franchising/business building) Tactical Takeaways: For Businesses Considering Franchising: Don't franchise until you've proven the model across 3-5 locations minimum Document every system in written playbooks before selling franchise #1 Select franchisees based on mission alignment, not just capital For Existing Franchisors: Audit: Are you franchising a mission or just a business model? Ask: Would franchisees' employees tattoo your brand? If not, why not? Implement: Customer service standards as action words (like Purpose Brands' PLEASE framework) For Corporate Multi-Location Leaders: Steal the franchise playbook approach even if you're not franchising Create "write it down" culture so anyone can execute without you present Hire the Dave/Chuck complement—balance technical passion with business acumen Why This Matters: Most franchisors struggle to maintain culture past 50 locations. Purpose Brands maintains it across 7,000 locations in 50 countries—and has franchisees' employees tattooing the brand voluntarily. The difference? They don't franchise businesses. They franchise missions. They don't sell territories. They recruit believers. They don't manage franchisees. They empower fans. This interview reveals the exact systems, mindsets, and frameworks that create "Fanchises" instead of franchises. Ready to franchise your business the right way—or scale your existing franchise culture? This episode is your playbook. Links: Fanchise Your Franchise, The Book:  fanchiseyourfranchise.com Contact Dave at 4PGuys.com Purpose Brands:  https://www.purposebrands.com/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Company Service Aptitude Test:  https://thedijuliusgroup.com/c-sat-forms/individual-c-sat/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Ask John!  Submit your questions for John, to be aired on future episode:  tdg.click/ask Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Books:  https://thedijuliusgroup.com/shop/ Contacts:  Lindsey@thedijuliusgroup.com , Claudia@thedijuliusgroup.com Chapters: 00:00 Introduction to Purpose Brands and Dave Mortensen 04:11 The Journey of Anytime Fitness 09:35 Building a Franchise System 14:14 Defining Culture and Values 18:46 Connecting Head and Heart in Leadership 21:26 The Entrepreneur vs. Franchisee Mindset 25:42 Benefits of the Franchise Model 26:03 Building a Consistent Franchise System 26:57 The Evolution of Franchise Partnerships 27:31 Defining a Franchise: Passion and Purpose 29:27 The Importance of Emotional Investment in Business 30:44 Identifying the Right People for Your Business 31:28 Key Traits for Successful Team Members 34:06 The Three Golden Rules of Partnership 37:44 Leading Through Crisis: Lessons Learned 46:14 Finding Passion vs. Skill in Business 50:23 Helping Others Create Their Franchise Success Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3291: Jessi Kneeland reflects on her unexpected shift toward running, not for fitness, but as a powerful tool to process anxiety and emotional overwhelm. With vulnerability and insight, she explores how honoring her body's intuitive need for movement helped her reclaim a sense of clarity, agency, and emotional stability. Read along with the original article(s) here: https://www.jessikneeland.com/post/why-i-ve-started-running Quotes to ponder: "Sometimes our bodies identify a threat, and determine that we need to flee (or fight), so they give us the literal energy we need to do so!" "When the source of stress isn't something we can literally flee from, we still need to use up and metabolize that 'run away' energy out of us somehow!" "Sometimes we train for fun, and sometimes we train to be safe and stable, physically, mentally, and emotionally." Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us in Clean Biz Network! https://www.cleanbiznetwork.app/For our 1 on 1 coaching program visit https://1010program.com Join this channel to get access to perks:https://www.youtube.com/channel/UCHLYt_LJmvvmsyp-wKYX0lw/joinSchedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsGet TubeBuddy to grow your YouTube channel! https://www.tubebuddy.com/pricing?a=ajsimmonsFollow: @AjSimmonsOnline on Instagram https://www.instagram.com/ajsimmonsonline/Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Get Bookkeeping for your business! Click this link https://bench.co/?via=ajThank you for watching, subscribing, liking, sharing, and commenting!!!!

Today's episode we recorded in Bali, Indonesia, where I live with my good friend, Virginia Campo, who like many of the listeners comes from a pretty traditional corporate background but ultimately networked her way into an amazing digital nomad opportunity with Selena Hostels. She coins the word “intreprenuer” where she moved in and out of “Intrepreneurship” to “Soloprenuership” and now runs an agency. We also dive into how she has toyed back and forth from being nomadic to living a traditional life in the US to now living out her freedom filled life in Bali. Today we cover:What you are getting wrong abour starting your own business What is blocking you from starting a life in entrepreneurship and how to unblock your resistance to "do it scared"   How Virgina toggled between "traditional life and careers" and a "nomadic entrepreneur life" What the digital nomad lifestyle really looks being able to live a freedom filled life. Why being a digital nomad doesn't mean you have to live a nomdic lifestyleTo connect with Virginia Campo: Instagram: @virgicampo12If this episode sparked something for you and you're curious about remote work, working online, or creating a digital nomad lifestyle that actually fits you, here's what to do next:

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

In this episode, I'm joined by Mandy Mooney — author, corporate communicator, and performer — for a wide-ranging conversation about mentorship, career growth, and how to show up authentically in both work and life.   We talk about her path from performing arts to corporate communications, and how those early experiences shaped the way she approaches relationships, leadership, and personal authenticity. That foundation carries through to her current role as VP of Internal Communications, where she focuses on building connections and fostering resilience across teams.   We explore the three pillars of career success Mandy highlights in her book Corporating: Three Ways to Win at Work — relationships, reputation, and resilience — and how they guide her approach to scaling mentorship and helping others grow. Mandy shares practical strategies for balancing professional responsibilities with personal passions, and why embracing technology thoughtfully can enhance, not replace, human connection.   The conversation also touches on parenting, building independence in children, and the lessons she's learned about optimism, preparation, and persistence — both in the workplace and at home.   If you're interested in scaling mentorship, developing your career with intention, or navigating work with authenticity, this episode is for you. And if you want to hear more on these topics, catch Mandy speaking at Snafu Conference 2026 on March 5th. 00:00 Start 02:26 Teaching Self-Belief and Independence Robin notes Mandy has young kids and a diverse career (performing arts → VP of a name-brand company → writing books). Robin asks: "What are the skills that you want your children to develop, to stay resilient in the world and the world of work that they're gonna grow up in?" Emphasis on meta-skills. Mandy's response: Core skills She loves the question, didn't expect it, finds it a "thrilling ride." Observes Robin tends to "put things out there before they exist" (e.g., talking about having children before actually having them). Skill 1: Envisioning possibilities "Envision the end, believe that it will happen and it is much more likely to happen." Teaching children to see limitless possibilities if they believe in them. Skill 2: Independence Examples: brushing their own hair, putting on clothes, asking strangers questions. One daughter in Girl Scouts: learning sales skills by approaching strangers to sell cookies. Independence builds confidence and problem-solving abilities for small and big life challenges. Skill 3: Self-belief / Self-worth Tied to independence. Helps children navigate life and career successfully. Robin asks about teaching self-belief Context: Mandy's kids are 6 and 9 years old (two girls). Mandy's approach to teaching self-belief Combination of: Words Mandy uses when speaking to them. Words encouraged for the children to use about themselves. Example of shifting praise from appearance to effort/creativity: Instead of "You look so pretty today" → "Wow, I love the creativity that you put into your outfit." Reason: "The voice that I use, the words that I choose, they're gonna receive that and internalize it." Corrective, supportive language when children doubt themselves: Example: Child says, "I'm so stupid, I can't figure out this math problem." Mandy responds: "Oh wow. That's something that we can figure out together. And the good news is I know that you are so smart and that you can figure this out, so let's work together to figure it out." Asking reflective questions to understand their inner thoughts: Example: "What's it like to be you? What's it like to be inside your head?" Child's response: "Well, you worry a lot," which Mandy found telling and insightful. Emphasizes coming from a place of curiosity to check in on a child's self-worth and self-identity journey. 04:30 Professional Journey and Role of VP of Internal Comms Robin sets up the question about professional development Notes Mandy has mentored lots of people. Wants to understand: Mandy's role as VP of Internal Communications (what that means). How she supports others professionally. How her own professional growth has been supported. Context: Robin just finished a workshop for professionals on selling themselves, asking for promotions, and stepping forward in their careers. Emphasizes that she doesn't consider herself an expert but learns from conversations with experienced people like Mandy. Mandy explains her role and path Career path has been "a winding road." Did not study internal communications; discovered it later. Finds her job fun, though sometimes stressful: "I often think I might have the most fun job in the world. I mean, it, it can be stressful and it can't, you know, there are days where you wanna bang your head against the wall, but by and large, I love my job. It is so fun." Internal communications responsibility: Translate company strategy into something employees understand and are excited about. Example: Translate business plan for 2026 to 2,800 employees. Team's work includes: Internal emails. PowerPoints for global town halls. Speaking points for leaders. Infusing fun into company culture via intranet stories (culture, customers, innovation). Quick turnaround on timely stories (example: employee running seven marathons on seven continents; story created within 24 hours). Storytelling and theater skills are key: Coaching leaders for presentations: hand gestures, voice projection, camera presence. Mandy notes shared theater background with Robin: "You and I are both thespian, so we come from theater backgrounds." Robin summarizes role Sounds like a mix of HR and sales: supporting employee development while "selling" them on the company. Mandy elaborates on impact and mentorship Loves making a difference in employees' lives by giving information and support. Works closely with HR (Human Resources) to: Provide learning and development opportunities. Give feedback. Help managers improve. Wrote a book to guide navigating internal careers and relationships. Mentorship importance: Mentors help accelerate careers in any organization. Mandy's career journey Started studying apparel merchandising at Indiana University (with Kelley School of Business minor). Shifted from pre-med → theater → journalism → apparel merchandising. Took full advantage of career fairs and recruiter networking at Kelley School of Business. "The way that I've gotten jobs is not through applying online, it's through knowing somebody, through having a relationship." First role at Gap Inc.: rotational Retail Management Training Program (RMP). Some roles enjoyable, some less so; realized she loved the company even if some jobs weren't ideal. Mentor influence: Met Bobby Stillton, president of Gap Foundation, who inspired her with work empowering women and girls. Took a 15-minute conversation with Bobby and got an entry-level communications role. Career growth happened through mentorship, internal networking, and alignment with company she loved. Advice for her daughters (Robin's question) Flash-forward perspective: post-college or early career. How to start a career in corporate / large organizations: Increase "luck surface area" (exposure to opportunities). Network in a savvy way. Ask at the right times. Build influence to get ahead. Mentorship and internal relationships are key, not just applying for jobs online. 12:15 Career Advice and Building Relationships Initial advice: "Well first I would say always call your mom. Ask for advice. I'm right here, honey, anytime." Three keys to success: Relationships Expand your network. "You say yes to everything, especially early in your career." Examples: sit in on meetings, observe special projects, help behind the scenes. Benefits: Increases credibility. Shows people you can do anything. Reputation Build a reputation as confident, qualified, and capable. Online presence: Example: LinkedIn profile—professional, up-to-date, connected to network. Be a sponsor/advocate for your company (school, office, etc.). Monthly posts suggested: team photos, events, showing responsibility and trust. Offline reputation: Deliver results better than expected. "Deliver on the things that you said you were gonna do and do a better job than people expected of you." Resilience Not taught from books—learned through experience. Build resilience through preparation, not "fake it till you make it." Preparation includes: practicing presentations, thinking through narratives, blocking time before/after to collect thoughts and connect with people. "Preparation is my headline … that's part of what creates resilience." Mandy turns the question to Robin: "I wanna ask you too, I mean, Robin, you, you live and breathe this every day too. What do you think are the keys to success?" Robin agrees with preparation as key. Value of service work: Suggests working in service (food, hospitality) teaches humility. "I've never met somebody I think even ever in my life who is super entitled and profoundly ungrateful, who has worked a service job for any length of time." Robin's personal experience with service work: First business: selling pumpkins at Robin's Pumpkin Patch (age 5). Key formative experience: running Robin's Cafe (2016, opened with no restaurant experience, on three weeks' notice). Ran the cafe for 3 years, sold it on Craigslist. Served multiple stakeholders: nonprofit, staff (~15 employees), investors ($40,000 raised from family/friends). Trial by fire: unprepared first days—no full menu, no recipes, huge rush events. Concept of MI Plus: "Everything in its place" as preparation principle. Connecting service experience to corporate storytelling: Current business: Zandr Media (videos, corporate storytelling). Preparation is critical: Know who's where, what will be captured, and what the final asset looks like. Limited fixes in post-production, even with AI tools. Reinforces importance of preparation through repeated experience. Advice for future children / young people: Robin would encourage service jobs for kids for months or a year. Teaches: Sleep management, personal presentation, confidence, energy. "Deciding that I'm going to show up professionally … well … energetically." Emphasizes relentless optimism: positivity is a superpower. Experience shows contrast between being prepared and unprepared—learning from both is crucial. 16:36 The Importance of Service Jobs and Resilience Service jobs as formative experience: Worked as a waitress early in her career (teenager). Describes it as "the hardest job of my life". Challenges included: Remembering orders (memory). Constant multitasking. Dealing with different personalities and attitudes. Maintaining positivity and optimism through long shifts (e.g., nine-hour shifts). Fully agrees with Robin: service jobs teach humility and preparation. Optimism as a superpower: "I totally agree too that optimism is a superpower. I think optimism is my superpower." Writes about this concept in her book. Believes everyone has at least one superpower, and successful careers involve identifying and leaning into that superpower. Robin asks about the book Why did Mandy write the book? Inspiration behind the book? Also wants a deep dive into the writing process for her own interest. Mandy's inspiration and purpose of the book Title: "Corporating: Three Ways to Win At Work" Primary goal: Scale mentorship. Realized as she reached VP level, people wanted career advice. Increased visibility through: Position as VP. Connection with alma mater (Indiana University). Active presence on LinkedIn. Result: Many young professionals seeking mentorship. Challenge: Not sustainable to mentor individually. Solution: Writing a book allows her to scale mentorship without minimizing impact. Secondary goals / personal motivations: Acts as a form of "corporate therapy": Reflects on first 10 years of her career. Acknowledges both successes and stumbles. Helps process trials and tribulations. Provides perspective and gratitude for lessons learned. Fun aspect: as a writer, enjoyed formatting and condensing experiences into a digestible form for readers. Legacy and contribution: "I had something that I could contribute meaningfully to the world … as part of my own legacy … I do wanna leave this world feeling like I contributed something positive. So this is one of my marks."   21:37 Writing a Book and Creative Pursuits Robin asks Mandy about the writing process: "What's writing been like for you? Just the, the process of distilling your thinking into something permanent." Mandy: Writing process and finding the "25th hour" Loves writing: "I love writing, so the writing has been first and foremost fun." Where she wrote the book: Mostly from the passenger seat of her car. She's a working mom and didn't have traditional writing time. Advice from mentor Gary Magenta: "Mandy, you're gonna have to find the 25th hour." She found that "25th hour" in her car. Practical examples: During birthday party drop-offs: "Oh good. It's a drop off party. Bye. Bye, honey. See you in two hours. I'll be in the driveway. In my car. If you need anything, please don't need anything." Would write for 1.5–2 hours. During Girl Scouts, swim, any activity. On airplanes: Finished the book on an eight-hour flight back from Germany. It was her 40th birthday (June 28). "Okay, I did it." Realization moment: "You chip away at it enough that you realize, oh, I have a book." Robin: On parents and prioritization Parents told him: "When you have kids, you just find a way." Children create: Stricter prioritization. A necessary forcing function. Mandy's self-reflection: "I believe that I am an inherently lazy person, to be totally honest with you." But she's driven by deadlines and deliverables. Kids eliminate "lazy days": No more slow Saturdays watching Netflix. "They get up. You get up, you have to feed these people like there's a human relying on you." Motherhood forces motivation: "My inherent laziness has been completely wiped away the past nine years." Writing happened in small windows of time. Importance of creative outlet: Having something for yourself fuels the rest of life. Examples: writing, crocheting, quilting, music. Creativity energizes other areas of life. Robin mentions The 4-Hour Workweek by Tim Ferriss. Advice from that book: Have something outside your day job that fuels you. For Robin: Physical practice (gym, handstands, gymnastics, ballet, capoeira, surfing). It's a place to: Celebrate. Feel progress. Win, even if work is struggling. Example: If tickets aren't selling. If newsletter flops. If client relationships are hard. Physical training becomes the "anchor win." Mandy's writing took over two years. Why? She got distracted writing a musical version of the book. There is now: "Corporating: The Book" "Corporating: The Musical" Three songs produced online. Collaboration with composer Eric Chaney. Inspiration from book: Time, Talent, Energy (recommended by former boss Sarah Miran). Concept: we have limited time, talent, and energy. Advice: Follow your energy when possible. If you're flowing creatively, go with it (unless there's an urgent deadline). You'll produce better work. She believes: The book is better because she created the musical. Musical helps during speaking engagements. Sometimes she sings during talks. Why music? Attention spans are short. Not just Gen Z — everyone is distracted. Music keeps people engaged. "I'm not just gonna tell you about the three ways to win at work. I'm gonna sing it for you too." Robin on capturing attention If you can hold attention of: Five-year-olds. Thirteen-year-olds. You can hold anyone's attention. Shares story: In Alabama filming for Department of Education. Interviewed Alabama Teacher of the Year (Katie). She has taught for 20 years (kindergarten through older students). Observed: High enthusiasm. High energy. Willingness to be ridiculous to capture attention. Key insight: Engagement requires energy and presence. 28:37 The Power of Music in Capturing Attention Mandy's part of a group called Mic Drop Workshop. Led by Lindsay (last name unclear in transcript) and Jess Tro. They meet once a month. Each session focuses on improving a different performance skill. The session she describes focused on facial expressions. Exercise they did: Tell a story with monotone voice and no facial expressions. Tell the story "over the top clown like, go really big, something that feels so ridiculous." Tell it the way you normally would. Result: Her group had four people. "Every single one of us liked number two better than one or three." Why version two worked best: When people are emotive and expressive: It's more fun to watch. It's more entertaining. It's more engaging. Connection to kids and storytelling: Think of how you tell stories to five-year-olds: Whisper. Get loud. Get soft. Use dynamic shifts. The same applies on stage. Musical integration: Music is another tool for keeping attention. Helps maintain engagement in a distracted world. Robin: Hiring for energy and presence Talks about hiring his colleague Zach Fish. Technical producer for: Responsive Conference. Snafu Conference. Freelancer Robin works with often. Why Robin hires Zach: Yes, he's technically excellent. But more importantly: "He's a ball of positive energy and delight and super capable and confident, but also just pleasant to be with." Robin's hiring insight: If he has a choice, he chooses Zach. Why? "I feel better." Energy and presence influence hiring decisions. Zach's background: Teaches weekly acrobatics classes for kids in Berkeley. He's used to engaging audiences. That translates into professional presence. Robin: Energy is learnable When thinking about: Who to hire. Who to promote. Who to give opportunities to. Traits that matter: Enthusiasm. Positivity. Big energy. Being "over the top" when needed. Important insight: This isn't necessarily a God-given gift. It can be learned. Like music or performance. Like anything else. 31:00 The Importance of Positive Work Relationships Mandy reflects on: The tension between loud voices and quiet voices. "Oftentimes the person who is the loudest is the one who gets to talk the most, but the person who's the quietest is the one who maybe has the best ideas." Core question: How do you exist in a world where both of those things are true? Parenting lens: One daughter is quieter than the other. Important to: Encourage authenticity. Teach the skill of using your voice loudly when needed. It's not about changing personality. It's about equipping someone to advocate for themselves when necessary Book is targeted at: Students about to enter the corporate world. Early-career professionals. Intentional writing decision: Exactly 100 pages. Purpose: "To the point, practical advice." Holds attention. Digestible. Designed for distracted readers. Emotional honesty: Excited but nervous to reconnect with students. Acknowledges: The world has changed. It's been a while since she was in college. Advice she's trying to live: Know your audience Core principle: "Get to know your audience. Like really get in there and figure out who they are." Pre-book launch tour purpose: Visiting universities (including her alma mater). Observing students. Understanding: Their learning environment. Their day-to-day experiences. The world they're stepping into. Communication principle: Knowing your audience is essential in communications. Also essential in career-building. If you have a vision of where you want to go: "Try to find a way to get there before you're there." Tactics: Meet people in those roles. Shake their hands. Have coffee. Sit in those seats. Walk those halls. See how it feels. Idea: Test the future before committing to it. Reduce uncertainty through proximity. What if you don't have a vision? Robin pushes back thoughtfully: What about people who: Don't know what they want to do? Aren't sure about staying at a company? Aren't sure about career vs. business vs. stay-at-home parent? Acknowledges: There's abundance in the world. Attention is fragmented. Implied tension: How do you move forward without clarity? 35:13 Mentorship and Career Guidance How to help someone figure out what's next Start with questions, not answers A mentor's primary job: ask questions from a place of curiosity Especially when someone is struggling with what they want to do or their career direction Key questions: What brings you joy? What gives you energy? What's the dream? Imagine retirement — what does that look like? Example: A financial advisor made Mandy and her husband define retirement vision; then work backwards (condo in New Zealand, annual family vacations) Clarify what actually matters Distinguish life priorities: Security → corporate job; Teamwork → corporate environment; Variety and daily interaction → specific roles Mentoring becomes a checklist: Joy, strengths, lifestyle, financial expectations, work environment preferences Then make connections: Introduce them to people in relevant environments, encourage informational interviews You don't know what you don't know Trial and error is inevitable Build network intentionally: Shadow people, observe, talk to parents' friends, friends of friends Even experienced professionals have untapped opportunities Stay curious and do the legwork Mixing personal and professional identity Confidence to bring personal interests into corporate work comes from strategy plus luck Example: Prologis 2021, senior leaders joked about forming a band; Mandy spoke up, became lead singer CEO took interest after first performance, supported book launch She didn't always feel this way Early corporate years: Feel like a "corporate robot," worrying about jargon, meetings, email etiquette, blending in Book explores blending in while standing out Advice for bringing full self to work Don't hide it, but don't force it; weave into casual conversation Find advocates: Amazing bosses vs terrible ones, learn from both Mentorship shaped her framework: Relationships, reputation, and resilience Resilience and rejection Theater as rejection bootcamp: Auditions, constant rejection Foundations of resilience: Surround yourself with supportive people, develop intrinsic self-worth, know you are worthy Creating conditions for success Age 11 audition story: Last-minute opportunity, director asked her to sing, she sang and got the part Why it worked: Connections (aunt in play), parent support, director willing to take a chance, she showed up Resilience is not just toughing it out: Have support systems, build self-worth, seek opportunity, create favorable conditions, step forward when luck opens a door 44:18 Overcoming Rejection and Building Resilience First show experiences Robin's first stage production is uncertain; she had to think carefully At 17, walked into a gymnastics gym after being a cross country runner for ten years, burnt out from running Cold-called gyms from the Yellow Pages; most rejected her for adult classes, one offered adult classes twice a week That led to juggling, circus, fencing, capa, rock climbing — a "Cambrian explosion" of movement opportunities About a year and a half later, walked into a ballet studio in corduroy and a button-up, no ballet shoes; first ballet teacher was Eric Skinner at Reed College, surrounded by former professional ballerinas First internal college production was his first show; ten years later performed as an acrobat with the San Francisco Opera in 2013, six acrobats among 200 people on stage, four-hour shows with multiple costume changes and backflips Relationship to AI and the evolving world of work Mandy never asks her daughters "What do you want to be?" because jobs today may not exist in the future Focus on interests: plants, how things are built, areas of curiosity for future generations Coaching her team: Highly capable, competent, invested in tools and technology for digital signage, webinars, emails, data-driven insights, videos Approach AI with cautious optimism: Adopt early, embrace technology, use it to enhance work rather than replace it Example: Uses a bot for scheduling efficiency, brainstorming; enhances job performance by integrating AI from day one Advice: Approach AI with curiosity, not fear; embrace tools to be smarter and more efficient, stay ahead in careers 53:05 Where to Find Mandy Mandy will be speaking at Snafu Conference on March 5, discussing rejection and overcoming it. Author and speaking information: mandymooney.com LinkedIn: Mandy Mooney Music available under her real name, Mandy Mooney, on streaming platforms.  

As Craig and C-Mac are diving into some stories about the late Ray Hanley when breaking news hits about Francisco Lindor and Juan Soto! Craig sets up Pete Hoffman and the rest is brilliant! Plus, the Jets best asset going into next season is to dream! Carton lays out the perfect plan to bring the Jets to the playoffs next season. The Mets are completely off the hook after finding out more information on the Bad Bunny Insurance offer to team Puerto Rico. Plus, note to self, after winning an Olympic Medal, try not to tell the world you cheated on your girlfriend.

Sunday-Thursday at 11:15 PM ET. Hosted by Emmanuel Acho with LeSean “Shady” McCoy and "Carebear" Kieran, the show brings hot takes, cold truths, and culturally forward conversations that connect sports and culture in real time. ⁠⁠⁠YouTube⁠⁠⁠ ⁠⁠⁠Twitter⁠⁠⁠ ⁠⁠⁠Instagram⁠⁠⁠ ⁠⁠⁠TikTok⁠⁠ Facebook Discord PrizePicks x Speakeasy Pick MORE or LESS. Win cash. Talk your talk. Play $5, get $50 in lineups →  PrizePicks | America's #1 Fantasy Sports App Learn more about your ad choices. Visit megaphone.fm/adchoices

Convicted chronical conspiracist Geo Perez joins Chris and Chris to talk about the Super Bowl! Oh and this whole Epstein email file dump. 4chan/m00t was compromised, sigma redditor Ghislaine Maxwell, Gamergate changed the world, bitcoin is controlled by the elites, and many other sad TRUTHS. Also Trump pooped himself. Air Date 2/5/26DON'T FORGET TO WATCH FAGA'S NEW SPECIAL "BURN AFTER SAYING" ON THE HSR YOUTUBE PAGE!⁠⁠ https://www.youtube.com/watch?v=TxIHJU2LotU⁠⁠SupportOur Sponsors!Body Brain Coffee: https://bodybraincoffee.com/ - Grab A Bag of Body Brain Coffee with Promo Code HSR20 to get 20% off! YoKratom- https://yokratom.com/High Society Radio is 2 native New Yorkers who started from the bottom and didn't raise up much. That's not the point, if you enjoy a sideways view on technology, current events, or just an in depth analysis of action movies from 2006 this is the show for you. Chris Stanley is the on air producer for Bennington on Sirius XM. Chris Faga is a lifelong street urchin, a former head chef, county comitteman and supposed comedian. Twitter: https://twitter.com/ChrisFromBklyn Instagram: https://www.instagram.com/chrisfrombklyn Engineer: Dom Executive Producer: Jorge See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Producer Plug discusses his journey from New York DJ to hip hop producer for Wu-Tang members, running multiple record stores, and launching R&G Records in Inglewood with Snoop Dogg. Topics Include: Producer Plug discusses meeting again at Austin Record Fair His three superpowers: DJing, executive producing, and music production Born in Flushing Queens with father's influential Fisher sound system Father introduced him to WCBS-FM and classic disc jockeys The Fugees "Killing Me Softly" became his first musicology lesson Father taught him to stay curious and humble about music Started buying records at Nobody Beats The Wiz and Coconuts Carried white garbage bag of records through high school All The Right Records shop combined haircuts and vinyl shopping Made popular mixtapes across Queens neighborhoods, sold as CDs Got on record label promo lists by showcasing his tapes Mixtapes evolved into producing albums with original beats naturally Career progression through DJing, A&R, and label executive roles Opened multiple Records & Goods locations across different cities R&G stores feature unique Grail Museum showcasing rare pressings Hip hop's importance: taking best moments from every music genre Each store represents a spiritual piece of his father Haradio Sound Lab offers vinyl meditation space for listening sessions Tom Silverman's advice: learn from my billion-dollar mistakes instead Vinyl On Demand releases reissues plus upcoming Big Boo collaboration High resolution version of this podcast is available at: www.Patreon.com/VinylGuide Apple: https://tinyurl.com/tvg-ios Spotify: https://tinyurl.com/tvg-spot Amazon Music: https://tinyurl.com/tvg-amazon Support the show at Patreon.com/VinylGuide

There may have been frigid temperatures across the country over the last couple of weeks, but baseball is about to start heating up. Jim Callis, Jonathan Mayo and Jason Ratliff are excited to warm their hands by that fire on this week's Pipeline Podcast. They kick things off by previewing the start of the college baseball season this weekend, where a ton of top Draft prospects will get things going. None are ranked higher than UCLA's Roch Cholowsky, the No. 1 prospect in the Draft class, and he joined the pod to talk about the Bruins and the Draft. Then the guys shifted focus to the start of Spring Training by looking at the top prospects in baseball in big league camps and their chances of making their respective Opening Day rosters before finishing the episode off with a Mailbag question about who from last year's Draft class could be this year's Konnor Griffin. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Sleep deprived Kris Fade is at it again--starts the show early, plays no music at all and just overall chaos + We're doing The Kris Fade Show's Love Is Blind for our single girls Nala and Laasya + Kris Fade goes on a parenting rantSee omnystudio.com/listener for privacy information.

You're not broken, slow, or lazy. You're probably repeating one small mistake that's quietly holding you back.If you feel like you're doing everything right but your pace won't improve, this episode breaks down why that keeps happening. I walk through the most common training mistakes runners make when they self-coach, how those mistakes quietly lead to stalled progress or injury, and what actually moves the needle instead. This matters because effort alone doesn't guarantee results, and small changes in how you train, recover, and think about progress can completely change your trajectory. By the end, you'll know what to stop doing, what to adjust, and how to train with more confidence without burning yourself into the ground.Key TakeawaysTraining harder is not the same as training smarter. Most plateaus and injuries come from pacing mistakes, poor recovery, and pushing effort into the wrong places.Progress happens when stress and recovery are balanced. Easy days, gradual load increases, and proper rest are what allow the body to actually adapt and get faster.Comparison ruins consistency. Focusing on other runners or past versions of yourself leads to bad decisions that quietly derail long-term progress.Timestamps[00:14] What You'll Learn[00:57] Mistake #1: Start Races Too Fast[02:49] Mistake #2: Go Too Hard On Easy Days[06:12] Use This Free Thing To Run At A Lower Heart Rate[07:01] Mistake #3: Increase Volume/Load Too Fast[09:59] Mistake #4: Ignore Pain[11:26] Mistake #5: Skip Strength Training[12:57] Mistake #6: Not Rest Enough[15:18] Mistake #7: Expect a Best Time Every Race[17:15] Mistake #8: Compare Yourself To Other Runners (Or Your Past Self)[19:50] Use These 9 Things To Be Smarter Than MeLinks & Learnings

Eh, Yo! This week we dive into Pixel Palace Arcade with the owner Zane. Pixel Palace Arcade has been around for a little over a year now and is located in Round Rock, Texas. Zane has always had the dream of opening up and arcade, just over a year ago he made that dream a reality. Zane and his partners opened up Pixel Palace Arcade in Round Rock, Texas so the community had a cool arcade to hang out at. They keep Pixel Palace Arcade strictly nostalgic sticking to the 80's and 90's theme. Pixel Palace Arcade has a great selection of retro games, trash movies playing on the TV's and tons of arcade and gaming decorations. Zane documented the whole journey from finding games to opening the doors and he tells us all about what it took and what you should do if you want to open your own arcade. If you ever find yourself near Austin and want to go check out a great retro arcade swing by Pixel Palace Arcade in Round Rock. If you like what we are doing here at Indie Arcade Wave don't forget to like, share, and subscribe. It means the world to us and will help the wave grow, so we can ride it together.If you are looking to buy new or used Stern pinballs, Food Fight Frenzy, Ice Cold Beer Remakes, Claw Machines, or Indie Arcade Games email me at Indiearcadewave@gmail.com.Indie Arcade WavePinballs: https://compulsivepinball.com/Website: https://www.indiearcadewave.comAlan-1 Games: https://alan-1.com/?aff=13Youtube: https://www.youtube.com/c/IndieArcadeWaveTiktok: https://www.tiktok.com/@indiearcadewaveInstagram: https://www.instagram.com/indiearcadewave/Discord: https://discord.gg/6GntJQN Podcast: https://open.spotify.com/show/6dFWBTnIroJdBla3hi9SAK Pixel Palace ArcadeWebsite: https://pixelpalacearcade.com/Instagram: https://www.instagram.com/pixelpalacearcade/Facebook: https://www.facebook.com/pixelpalacearcade

Most people don't fail at Stoicism because they don't know enough.They fail because they don't practice enough.In this episode, I talk about why I stopped buying Stoic books, why fiction pulled me back into reading, and how the real work of philosophy happens far away from the page.We explore the gap between knowing and becoming, why mastery takes decades—not weeks—and why repetition, not insight, is the true currency of growth.If you feel stuck despite “doing everything right,” this episode is for you.

300 million downloads. That's how far The $100 MBA Show has come, but it didn't start that way. How does a podcast go from struggling to find listeners to crossing hundreds of millions of downloads? And what can you take from that journey to grow your own show or passion project?In today's episode, Omar shares the behind the scenes story of building The $100 MBA Show. You will hear about the early missteps, the pivotal shift that changed everything, and the principles that keep listeners coming back. Instead of hype, this story is packed with lessons you can use to grow your own podcast or business idea.Press play at the top and learn from the podcast that did it. Discover what it really takes to grow your show and your audience to hundreds of millions of downloads.MBA2740 How I Started And Grew This Podcast To Over 300,000,000 DownloadsRecommended episode to explore:MBA2726 Q&A Wednesday: How Do I Increase My Email Open Rates?Watch the episodes on YouTube: https://lm.fm/GgRPPHiSUBSCRIBEYouTube | Apple Podcast | Spotify | Podcast Feed Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is a real, behind-the-scenes conversation with Trey Reed, where we break down how both of our podcasts started from simple ideas and grew into something much bigger than we ever expected. We talk honestly about the early days, the struggles, the learning curves, and the moments that made us question if it was all worth it. From recording with limited gear to finding our voices and audiences, this episode focuses on growth, consistency, and staying true to why we started in the first place. It's a storytelling episode that highlights the evolution of our platforms, the lessons learned along the way, and where our podcasts are headed next. Learn more about your ad choices. Visit megaphone.fm/adchoices

Corey and I got into what actually matters when you're building a business and a life. We talked about what true wealth looks like beyond the money, why health and time freedom matter more than status, and how I'm thinking about the next 10 years. I broke down how I approach business growth, the truth about AI and electricity, and what most entrepreneurs get wrong about lifestyle creep. We also got into some honest talk about luck, operating skill, and why doing simple things well beats chasing the next big thing. Grow your business:   https://sweatystartup.com/events   Book:   https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X     Newsletter:   https://www.nickhuber.com/newsletter     My Companies:   Offshore recruiting – https://somewhere.com   Cost segregation – https://recostseg.com   Self storage – https://boltstorage.com   RE development – http://www.boltbuilders.com   Brokerage – https://nickhuber.com   Paid ads – https://adrhino.com   SEO – https://boldseo.com   Insurance – https://titanrisk.com   Pest control – https://spidexx.com     Sell a business:   http://nickhuber.com/sell     Buy a business:   https://www.nickhuber.com/buy     Invest with me:   http://nickhuber.com/invest     Social Profiles:   X – https://www.x.com/sweatystartup   Instagram – https://www.instagram.com/sweatystartup   TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup   LinkedIn – https://www.linkedin.com/in/sweatystartup     Podcasts:   The Sweaty Startup & The Nick Huber Show   https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81     Free PDF – How to analyze a self-storage deal:   https://sweatystartup.ck.page/79046c9b03  

In this preseason interview filmed in Fiji, three-time Survivor alum Colby Donaldson explains why he was the first person to call casting for Survivor 50—and why this return feels more meaningful than any of his previous trips. Colby reflects on the full-circle perspective he has now in his 50s, revisiting his past games and the moments he's proud of (and the ones he regrets), and what it means to come back determined to “finish the way he started.” He also shares how he's approaching the modern, faster-paced game, why playing from the middle could be his biggest advantage, his thoughts on old school vs. new era players (and the targets that come with built-in season groups), and the relationships he's excited to explore on the beach—from fellow Heroes vs. Villains alums to the unknowns from season 49.

You jump into this episode balancing the reality of working gigs with the mindset that keeps musicians moving forward. From Dave’s recent experiences playing atypical rooms with Bitter Pill to cramming new material for Casual Gravity, you're reminded that momentum matters even when the crowd is small. Always Be Performing is not about scale, it's about consistency. That theme carries straight into the conversation with Laura Whitmore, whose career has been shaped by connecting people, creating opportunities, and knowing when to pull back just enough to build a sustainable life alongside the work. As Laura walks you through the birth and growth of the She Rocks Awards, you hear what it actually takes to build something lasting. It started small, grew through trust and partnerships, and evolved by treating the event like a show, with pacing, flow, and intention. You dig into what real visibility looks like, how to define success on your own terms, and why borrowed platforms are never enough to build a career. The takeaway is practical and clear: start with a big vision, set measurable goals, build community deliberately, and own your audience. This episode is a reminder that longevity comes from intention, preparation, and showing up with purpose, gig after gig. 00:00:00 Gig Gab 520 – Monday, February 9th, 2026 February 9th: National Pizza Day 00:01:00 Dave's Gig Updates Playing atypical venues with Bitter Pill Learning new songs with Casual Gravity Always Be Performing…even for the small crowds! 00:17:10 SPONSOR: Squarespace. Check out https://www.squarespace.com/GIGGAB to save 10% off your first purchase of a website or domain using code GIGGAB. 00:18:34 Guest co-host: Laura Whitmore 00:22:20 The love of connecting people and making things happen 00:23:08 Pulling back a little…to have a life Backstory in partnership with Guitar World and Parade 00:26:28 The green room at The She Rocks Awards is the ultimate networking event! 00:29:33 The Birth of the She Rocks Awards Writing a women-in-music blog at Guitar World, realizing the women in music didn't know each other… yet! Started as a breakfast (with sponsors…the cheapest meal of the day!). Orianthi performed, serendipitously. After two successful years, NAMM invited She Rocks into the event officially, and The Bangles performed. “You don't really know what you're capable of until you're challenged and take that leap of faith.” – Laura Whitmore 2026 was the 14th year of She Rocks Awards. 170 She Rocks Awards have been presented in the last 14 years. 00:34:51 “Is this ever going to come together?” is scary Reframe it with “how is this ever going to come together?” It takes a village, folks! 00:38:12 Having good partners helps 00:38:59 Create the event for yourself as an audience member That way you've got a stake in how it “feels” to attend, which means the audience is represented 00:41:16 Assembling the featured women Nominations at TheWimn.com Crafting the arc of the night by slotting the right people at the right spot. It's a show! 00:43:49 Managing the flow of the night She Rocks Awards YouTube Channel 00:46:58 People whose names became known after they were on She Rocks Queen Herby (as Amy Heidemann) Beaches PRS Guitars brings in the opening act, with a fantastic Artist Relations team 00:49:40 Defining valuable visibility What's your end goal? What are your metrics? What defines success? For your band, those might be: Did I get contact information? Did I build on success that I had before? Did this exposure opportunity help me grow to a new place/level? Start with big vision, small goals 00:54:16 You don't own social media platforms, so don't leave your audience there. Facebook used to let you message all your followers. Used to! If your audience is a subset of Facebook's audience, that's not your audience. Give them a reason to give you their email address. Gather those email addresses. Keep those pieces of paper – scan them! Spam laws might require you to prove it! 01:00:18 Gear Gab! Laura Whitmore is Sr. VP of Marketing at Positive Grid Spark practice amps (with an app!) Project BIAS X – Standalone or Plugin 01:07:36 Designing high-quality technology for a market with a budget 01:13:02 Gig Gab 520 Outtro Follow Laura Whitmore Check out TheWIMN.com (sign up for the mailing list for free! On Instagram On LinkedIn Contact Gig Gab! @GigGabPodcast on Instagram feedback@giggabpodcast.com Sign Up for the Gig Gab Mailing List The post Creating the Room You Want to Be In: Laura Whitmore and the She Rocks Story – Gig Gab 520 appeared first on Gig Gab.

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Jansen Lormand, a CPA and real estate investor from Louisiana. Jansen shares his journey into real estate investing, including his early experiences, the importance of education, and the mistakes he made along the way. He emphasizes the significance of building a reliable team, navigating challenges such as insurance and HOA issues, and his strategies for scaling his business. Jansen also discusses future opportunities in real estate and the importance of customer service in his profession.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Find me on Substack!Tobias Carlisle is founder and portfolio manager of Acquirer's Funds managing two deep value ETFs, acclaimed author of five investment books including his newest Soldier of Fortune blending Warren Buffett and Sun Tzu's strategic wisdom, and host of the popular Value After Hours podcast.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Tobias shares his unique upbringing in Australian outback where school ended in grade 10 and included animal husbandry—learning to shear sheep and work cattle in what he calls a formative contrast to his later academic life at boarding school.6:00 - Transition to law career: Started at a national law firm in April 2000, peak of dot-com bubble. “I missed out on all of the fun parties on the way up and I just saw the carnage on the way down,” which opened his eyes to the importance of cash flow over hype.9:00 - Early exposure to activist investing: Witnessed corporate raiders targeting dot-coms with cash on balance sheets, killing the business and liquidating or using as platform for acquisitions. This low-downside, high-complexity approach fascinated him.14:00 - The telecom case study: Worked with two entrepreneurs who turned $100,000 each into a $600 million exit by building dark fiber infrastructure and data centers. “They were the best telecom lawyers in Australia and they weren't lawyers”—emphasizing the power of combining financial, technological, and regulatory understanding.28:00 - Philosophy behind Soldier of Fortune: Explores Warren Buffett as risk-taker rather than risk-avoider, connecting his strategic thinking to Sun Tzu's Art of War. The book examines 13 laws of strategic advantage.45:00 - Discussion of key laws: “Attack weakness with strength” and “seize the initiative”—Buffett's approach to investing in moments when he has maximum advantage, like deploying capital during the 2008 crisis.1:08:00 - The surfing analogy: Experienced investors are “not only on the right wave, but at the right spot on that wave”—getting positioning and timing right rather than just working harder.1:09:00 - Impact on his own investing: “Shot selection becomes so much better the longer that you do something...if I'm just a little bit more patient, I know that there is a bigger wave coming.”1:11:30 - Definition of success: “A happy, healthy family and time with my kids...watching them play sport. That's really my definition of success.”Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

For a long time, I have struggled to stay consistent. It didn't matter how much I cared or how badly I "wanted" it. I would keep not doing the thing, then beat myself up which left me feeling worse and I would continue to not do the thing. In 2026, I'm not playing that anymore. I'm committing to figuring this out and not shaming myself for not being perfect. Shame wants to keep us stuck and small and I refuse to keep living like that. In this video, I break down how habit tracking finally clicked for me, what changed when I focused on showing up daily, and how small actions started to compound over time.This isn't about motivation or perfection. It's about building systems that support your goals, tracking habits in a realistic way, and learning how to stay consistent without burning out.Thanks for being here

Coach Ted discusses his introduction to coaching powerlifters. (Originally aired 08-01-2022)

MONDAY HR 4 Super Bowl commercials that made you cry? Movies. RRR Trivia - Who was the Super Bowl performer 2 years before Michael Jackson? Savannah Guthrie family update.See omnystudio.com/listener for privacy information.

This week Howie is joined by Oleh Savytskyi, a Ukrainian climate and energy policy expert with Razom We Stand in Kyiv, for a discussion of Ukraine's current energy crisis and the corruption, security, and reconstruction implications of fossil fuels and nukes vs. green energy systems.Links Shared in the Stream: Razom We Stand, https://razomwestand.com/Oleh Savytskyi, "$100M stolen from Ukraine's nuclear proves the choice: Soviet monopolies Moscow corrupts, or green systems it can't,” Euromaidan Press, November 15, 2025, https://euromaidanpress.com/2026/01/18/russia-is-freezing-ukraine-to-death-the-west-must-respond-with-energy-aid-and-a-crackdown-on-putins-oil/Kateryna Kontsur and Oleh Savytskyi, "The West condemned Russia's attacks. Ukrainians are still freezing,” Europmaidan Press, January 18, 2026, https://euromaidanpress.com/2026/01/18/russia-is-freezing-ukraine-to-death-the-west-must-respond-with-energy-aid-and-a-crackdown-on-putins-oil/Streamed on 2/7/26Watch the video at: https://youtube.com/live/6jZLcmrJUQUGreen Socialist Notes is a weekly livestream/podcast hosted by 2020 Green Party/Socialist Party presidential nominee, Howie Hawkins.  Started as a weekly campaign livestream in the spring of 2020, the streams have continued post elections and are now under the umbrella of the Green Socialist Organizing Project, which grew out of the 2020 presidential campaign.  Green Socialist Notes seeks to provide both an independent Green Socialist perspective, as well as link listeners up with opportunities to get involved in building a real people-powered movement in their communities.Green Socialist Notes PodcastEvery Saturday at 3:00 PM EDT on Facebook, YouTube, and Twitch.Every Monday at 7:00 AM EDT on most major podcast outlets.Music by Gumbo le FunqueIntro: She Taught UsOutro: #PowerLoveFreedom

One clip just told you the whole playbook: rates coming down, tariffs going up, and everybody “tough” on TV… until they end up at the table. If you're still watching headlines like it's entertainment, you're already late.By the end of this, you will understand how Trump uses tariffs to force negotiations, why Project Vault (the $12B rare earth stockpile) is a straight-up national security move, and how this ties into rare earth processing, silver supply, and the AI supply chain—so you can stop panicking and start positioning.Horizon Trust - Keep More. Retire BIGGER

Join us in this episode as we discuss planning our travel knitting. Kelly needs car knitting for a Seattle trip, a CNCH class, and we're both planning for our trip to The Newbury School of Weaving. Plus our usual project updates. All before the day gets too hot for Kelly to be shut in the truck!    Full notes with photos and links can be found in the podcast section of our shop website: TwoEwesFiberAdventures.com Join the community on Ravelry or become a patron and support the show on our Patreon Page. Subscribe on Apple Podcasts or Subscribe on Android. OWLS Circular Sock Machine Crank-in The event will take place July 23rd-July 25th at St. Francis Retreat Center where we do our other retreat. We welcome experienced crankers, beginners, and those who are just considering getting started with circular sock machines. On the forum there is a FAQ and Registration Form for those who are interested. We would like to make this a yearly event. Marsha's Projects Socks: Using Schoppel-Wool Das Paar colorway Pigment Nebel plus Cloudborn in teal. Finished first sock Oaxaca Journey Bag: by Araceli Gonzalez. Using Prado de Lana. Late Bloomer by Heidi Kirrmaier using Hudson Valley Yarn Sheridan Flats Spinning: Purchased 24 oz of 80/15/6 wool/mohair/silk roving in the colorway Kaleidoscope. The owner said to spin at a worsted weight for best results. Mill is Olympic Yarn & Fiber located in Cosmopolis, WA. Plied three singles but somehow I over plied it.   Rag Rugs: Wound warp for four rag rugs and started warping loom. Warp is 4" and 6" stripes in royal blue, green, and orange. Finished first rug. Decided to plan for the next three rugs so sketched some designs. Weaving Studio: It's a work in progress.  Garden Redesign: I've created a project page. Kelly's Projects Chenille Rugs Part 2 Started the weaving of the rug, but I'm only about 5 inches in. I got distracted by school starting, the need for a take away knitting project, and some hats. Continued spinning the Romney x Rambouillet that came from the NoCKRs destash. It's a 3-ply, ply-as-I-go project. I'm doing the last topping up of bobbins before I finish the plying.  Need to frog and restart the Seatoller Socks by Louise Tillbrook. It's a twisted rib and cabled sock pattern so it is coming out a little tighter than my usual sock gauge.  Norwegian red resistance hat from WWII. I'm using Royal Bee DK weight. Made one according to the pattern  and it's a bit small. Made the second with additional stitches cast on and longer ribbing section. That worked well. Have a third on the needles that is between the two sizes I've already made. Skein and Needle yarn shop in Minneapolis, pattern by yarncultMN Paul and shout out to Kathy (knitloon) who is a listener!  @redhatfactory instagram account for a  Norwegian hat company.  Travel knitting plans. What do I start? Winter Weave-a-long Now through March 31 Newbury School of Weaving July 18-31, 2026 Conference of Northern California Handweavers May 14-17, 2026

Recorded at Pat's House 5/9/25.

Harold Bronson in conversation with David Eastaugh  https://mogandavidandhiswinos.bandcamp.com/album/savage-young-winos Out of circulation since 1976, the recordings of the Los Angeles rock band Mogan David and His Winos is finally be available again. The group's lineup featured a 'who's who' of heavyweights in the American music industry, including Harold Bronson and Richard Foos (co-founders of Rhino Records), Paul Rappaport (Columbia Records), and Mark Leviton (Rhino/Warner Music Group). Additionally, the band included Jonathan Kellerman, a New York Times bestselling author known for his series of novels starring the fictional child psychologist Alex Delaware. Started in high school by Bronson, a music-obsessed Los Angeles native, the Winos' band name was derived from Westfield, New York's Mogen David Wine Company, inspired by those crazy band names from the psychedelic era, such as Jefferson Airplane and Strawberry Alarm Clock.  

It started with them but let it end with me. offering : Zelle: offering@safehousechurchgso Cash app: @safehousechurchgso  Paypal: paypal.me/ministryaid

Started the Friday podcast with the terrible suicide bombing in Pakistan,, Argentina trade deal, and ran/U.S talks. Plus a Thailand elephant kills a tourist, Canada police scandal, Greece migrant boat collision, France gang rape charges, Pennsylvania Olive Garden fryer suicide, and yet another French guy shows up to an ER with a WW1 artillery shell stuffed up his rectum. Music: Three Dog Night/"An Old Fashioned Love Song"

Close your eyes and see the promise I gave you from the beginning. It is time to draw it out. Something must change. You start first.Go deeper-> https://www.curlynikki.com/

First it was DEI and now, right on cue, the Marxist Dems are back with an new indoctrination plan for our kids -- it's bad! They have already made it clear that they hate this country and everything it stands for, and that they want to fundamentally transform America - thats exactly what they are doing! It is time to republicans to get a backbone and stand up for our kids!Guest: Professor Nicholas GiordanoSponsor:My PillowWww.MyPillow.com/johnSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What’s Trending: The state of Washington is looking for a way to charge data centers for the entire cost of powering AI via the power grids. We go live to President Trump’s address that centers around the cost of pharmaceutical drugs. President Trump announced the new TrumpRx.gov as a place to get drugs for an affordable cost. // Big Local: There is a duo in Issaquah that are behind the giant 12’s banner that can be seen on I-90 and we learn more as to how and why they started doing it. A Pierce County business is coming under fire after a majority of their products were stolen Lululemon items. King County’s Marine Rescue Unit saved a man’s life that had fallen through ice at fish lake. // The Washington Post published an op-ed that called out Washington State Democrats over the push for the new income tax. 

➢Message me "Training hacks" to IG @ColossusFitListed points:Warming up less (Warm up to degree necessary. It should reduce your risk of injury, improve performance but shouldn't be fatiguing you or taking away from your workout.Train to RIR 1/2Progress get's interruptedInvest in good gym gear - squat shoes, sleeves & a beltDeload weeks - TRAINING HACKSTrain with objective not vibes - power of a good routineTraining sore is okay (Know you will adapt, bite down and. learn to be a beast. The sooner you do the faster your results will come)Slow down the eccentric - utilize phases of pushing heavy weight with slight form breakdown, adapt back to slow controller repsWalk more instead of doing cardio at the gymThanks for listening! We genuinely appreciate every single one of you listening.➢Follow us on instagram @colossusfit➢Apply to get your Polished Physique: https://colossusfitness.com/

Alcohol didn't crash into Antoine's life — it slowly became normal. In this episode of the Sober Motivation Podcast, Antoine shares how drinking started at just 12 years old, was reinforced through culture, school, and social life, and quietly followed him for three decades. From boarding school overseas where alcohol was normalized, to college, hospitality, and years of “functioning” drinking, his story shows how easy it is to miss the warning signs when everyone around you is doing the same thing. We talk about the pressure to fit in, living with ADHD, blackouts that were brushed off, and the moment in Apex, North Carolina that forced him to take a hard look at his relationship with alcohol. Antoine opens up about trying to cut back, why that didn't work, and what finally made sobriety stick. This episode is for anyone who's questioning their drinking, feels stuck in the cycle, or wonders what life could look like without alcohol. You don't have to hit rock bottom to choose a different path. One story at a time—you're not alone.   -------------- Join the Sober Motivation Beta Platform FREE: https://sobermotivation.net/ Connect with Antoine on IG: https://www.instagram.com/asavageslife/

Jared is back for Ticked Off Tuesday, begging people to keep weed smoke out of restaurant entrances and to stop treating the front of the coffee line like storytime. Then he spirals over Threads being less “fun alternative” and more “comics loudly arguing in public for sport.” A listener points out that one little snowstorm turns grocery stores into pre Hunger Games chaos, which… fair. Another vents about a networking call getting flaky canceled, and a newlywed discovers name changes make TSA PreCheck a bureaucratic nightmare. But the funniest rage is a brand new mom who's running on fumes while her husband randomly starts logging baby feedings in military time, sir, read the room!Jared is on tour!