Podcasts about tailwinds

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Best podcasts about tailwinds

Show all podcasts related to tailwinds

Latest podcast episodes about tailwinds

Optimal Living Daily
3935: Life's Headwinds and Tailwinds by Jay and Heather Harrington of Life and Whim on Gratitude in Challenge and Ease

Optimal Living Daily

Play Episode Listen Later Mar 6, 2026 10:35


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 3935: Jay and Heather Harrington explore why obstacles feel more prominent than advantages, drawing on research from Professors Tom Gilovich and Shari Davidai to explain the psychological bias behind this imbalance. They reveal how this tendency fuels resentment and diminishes gratitude, while offering practical strategies to intentionally cultivate a more appreciative mindset. Their insights provide a powerful framework for shifting perspective and experiencing greater happiness, health, and success. Read along with the original article(s) here: https://www.lifeandwhim.com/first-moments-blog/lifes-headwinds-and-tailwinds Quotes to ponder: "I think the big takeaway from all of this is that, like most good things in life, gratitude doesn't come easy. Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Numerous studies have shown that feeling more grateful about one's circumstances leads to a multitude of benefits, including more happiness, more friends, better health, and career success, to name a few." Episode references: Freakonomics Radio: https://freakonomics.com/podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Living Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3935: Life's Headwinds and Tailwinds by Jay and Heather Harrington of Life and Whim on Gratitude in Challenge and Ease

Optimal Living Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Mar 6, 2026 10:35


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 3935: Jay and Heather Harrington explore why obstacles feel more prominent than advantages, drawing on research from Professors Tom Gilovich and Shari Davidai to explain the psychological bias behind this imbalance. They reveal how this tendency fuels resentment and diminishes gratitude, while offering practical strategies to intentionally cultivate a more appreciative mindset. Their insights provide a powerful framework for shifting perspective and experiencing greater happiness, health, and success. Read along with the original article(s) here: https://www.lifeandwhim.com/first-moments-blog/lifes-headwinds-and-tailwinds Quotes to ponder: "I think the big takeaway from all of this is that, like most good things in life, gratitude doesn't come easy. Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Numerous studies have shown that feeling more grateful about one's circumstances leads to a multitude of benefits, including more happiness, more friends, better health, and career success, to name a few." Episode references: Freakonomics Radio: https://freakonomics.com/podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Living Daily - ARCHIVE 2 - Episodes 301-600 ONLY
3935: Life's Headwinds and Tailwinds by Jay and Heather Harrington of Life and Whim on Gratitude in Challenge and Ease

Optimal Living Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Mar 6, 2026 10:35


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 3935: Jay and Heather Harrington explore why obstacles feel more prominent than advantages, drawing on research from Professors Tom Gilovich and Shari Davidai to explain the psychological bias behind this imbalance. They reveal how this tendency fuels resentment and diminishes gratitude, while offering practical strategies to intentionally cultivate a more appreciative mindset. Their insights provide a powerful framework for shifting perspective and experiencing greater happiness, health, and success. Read along with the original article(s) here: https://www.lifeandwhim.com/first-moments-blog/lifes-headwinds-and-tailwinds Quotes to ponder: "I think the big takeaway from all of this is that, like most good things in life, gratitude doesn't come easy. Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Feelings of gratitude are not instinctual or automatic, they must be cultivated." "Numerous studies have shown that feeling more grateful about one's circumstances leads to a multitude of benefits, including more happiness, more friends, better health, and career success, to name a few." Episode references: Freakonomics Radio: https://freakonomics.com/podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Eat for Endurance Podcast
Sports Nutrition Trends for 2026: What's In, What's Overhyped, and What Athletes Actually Need with Meghann Featherstun

The Eat for Endurance Podcast

Play Episode Listen Later Mar 5, 2026 61:05


With so many new sports nutrition brands and supplements hitting the market each year, how do you know what's actually worth using?In Episode 132 of The Eat for Endurance Podcast, I'm joined by Sports Dietitian Meghann Featherstun of Featherstone Nutrition for a timely conversation about sports nutrition trends for 2026. After attending The Running Event (TRE), Meghann brings a behind-the-scenes perspective on where performance fueling seems to be headed, which products stood out, and what felt overhyped.Meghann also wrote an entire blog post on her findings, which you can check out here. In this episode, Meghann and I discuss:What to look for when choosing a gel, chew, sports drink, or other sports fueling product How there's no one "right" way to create a training or race fueling planThe biggest sports nutrition trends showing up across brands right now, including changing amounts of carbs, caffeine, and sodiumNon-US sports nutrition brands that caught her eyeWhy high carb fueling is not appropriate for all athletesThe importance of being intentional with supplementationAnd so much more!

TD Ameritrade Network
CRWD AI Tailwinds Can't Shake High Valuation After Mixed Earnings

TD Ameritrade Network

Play Episode Listen Later Mar 4, 2026 5:51


Dave Chronister sees AI as a tailwind when it comes to CrowdStrike (CRWD) and believes the company's Falcon platform will not be replaced by evolving tech. However, an 80-times P/E has Ed Butowsky wondering how much further shares can run even with CrowdStrike's "best" positioning in cybersecurity. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Thoughtful Money with Adam Taggart
"Meaningful Tailwinds" To Push Stocks Higher Over Coming Months? | Darius Dale

Thoughtful Money with Adam Taggart

Play Episode Listen Later Mar 3, 2026 97:28


ARE YOU A DIY INVESTOR? LEARN MORE ABOUT 42MACRO'S SOLUTIONS at https://www.thoughtfulmoney.com/diyBy popular demand, Darius Dale, CEO of 42Macro, returns to share his latest macro & market outlook.His model currently predicts "meaningful tailwinds for risk assets", expecting stocks -- particularly international equities, cyclicals and small caps, to perform well from here.To see the specific allocation his KISS model is currently recommending, watch this video.#bullmarket #smallcapstocks #internationalstocks _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

TD Ameritrade Network
Same Tailwinds, New Headwinds in Defense Stocks Following Iran Strikes

TD Ameritrade Network

Play Episode Listen Later Mar 3, 2026 7:38


Geopolitical instability in the Middle East is prompting investors to reassess the defense sector. Steven Wieting says much of the conflict-driven impact may already be priced in, noting strong gains in defense hardware alongside lagging cybersecurity performance. Garrett Smith argues that rising defense budgets and growing demand for drones can still raise challenges for legacy defense companies like Lockheed Martin (LMT), RTX Corp. (RTX), and General Dynamics (GD).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Wall Street Unplugged - What's Really Moving These Markets
An under-the-radar lithium play with a big AI tailwind

Wall Street Unplugged - What's Really Moving These Markets

Play Episode Listen Later Mar 2, 2026 53:01


Chris Doornbos, President and CEO of E3 Lithium, breaks down how AI is driving massive demand for lithium batteries… E3's early-mover advantage and all-star management team… future partnerships… and why 2026 marks a paradigm shift for the company. In this episode: Welcome, Chris Doornbos, President and CEO of E3 Lithium [2:12] AI is driving massive demand for lithium batteries [7:07] E3's early-mover advantage [11:22] Why government support is key for junior resource companies [17:32] An oil & gas partnership could be on the horizon [24:09] E3 has a stellar management team at the helm [29:17] Why 2026 marks a paradigm shift for E3 Lithium [32:30] Disclosure Statement in Compliance with Section 17(b) of the Securities Act Curzio Research, Inc. (CRI) is a communication and marketing company that provides services to E3 Lithium, a publicly traded company (the "Company"), including awareness and engagement or opinions on the Company. Compensation CRI received compensation from the Company in the amount of EIGHT THOUSAND FIVE HUNDRED DOLLARS for a one-time interview published on March 2, 2026. However, this compensation is not contingent upon any specific opinions or recommendations being issued, and no price targets are set by CRI. All reports are intended to reflect the independent views of those preparing them. As required by Section 17(b) of the Securities Act of 1933, CRI hereby discloses this compensation arrangement, which may result in potential conflicts of interest. Investors should be aware that compensation has been provided by the Company to CRI who is preparing any reports or opinions. Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

TD Ameritrade Network
Rebecca Walser on Energy Volatility, PLTR & Defense Tailwinds After Strike on Iran

TD Ameritrade Network

Play Episode Listen Later Mar 2, 2026 5:33


Rebecca Walser helps investors break down the volatile price action following the U.S. and Israel joint strike on Iran. "You can't rely on treasuries" in ways you normally can, she argues, noting energy volatility and an unclear path to resolution as key headwinds. That said, Rebecca sees tailwinds for companies like Palantir (PLTR) and other stocks tied to the defense trade. "It's a great time to pick up for winners," she says. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Muni 360 Podcast from New York Life Investments
Supportive Tailwinds and Compelling Tax-Adjusted Income

The Muni 360 Podcast from New York Life Investments

Play Episode Listen Later Feb 27, 2026 3:11


Municipals still offer attractive tax-adjusted yields even after strong YTD net fund flows.   Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investmentswww.newyorklifeinvestments.com   MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
Chart of the Day: LUV Tailwinds

TD Ameritrade Network

Play Episode Listen Later Feb 27, 2026 3:19


Southwest Airlines (LUV) shares have seen turbulence over recent sessions, though Brett Crowther with Charles Schwab sees tailwinds offering a lift near-term. He takes investors through key support levels that signal clearer skies for Southwest. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Tech Corner: SMCI Valuation Tailwinds, Financial & Competition Headwinds

TD Ameritrade Network

Play Episode Listen Later Feb 27, 2026 6:57


After Nvidia (NVDA) dominated attention of the AI trade this week, George Tsilis turns to a stock that has fallen under many investors' radars: Supermicro (SMCI). As George notes, the company beat its most recent earnings but faces steepening competition against peers. The stock is cheap compared to the rest of the tech sector, though margins can cut into profits. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The FitMIND FitBODY Podcast
Episode 594 - 2026 Delirious Series - Ben Pyman: Hyper-Focused, Zero Pressure & 250g of Carbs Per Aid Station

The FitMIND FitBODY Podcast

Play Episode Listen Later Feb 23, 2026 58:26


Ben is back… and the countdown is officially getting real. In this fourth check-in, we talk training adjustments, sand miles, gear lists (in spreadsheet form

CodeKlets
Van sceptisch tot enthousiast: AI en de toekomst van software development

CodeKlets

Play Episode Listen Later Feb 23, 2026 56:37 Transcription Available


Kishen, Ivo en Saber bespreken hoe AI software development op z'n kop zet. Van de ontslagen bij Tailwind tot de uitdagingen voor Stack Overflow: businessmodellen staan onder druk. Maar AI is ook een enorme versneller, wat vroeger dagen kostte, doe je nu in een uur. Ze duiken in vibe coding vs. agentic engineering, spec-driven development, Claude Code en de vraag of developers straks nog zelf code schrijven. Plus: tips en een sci-fi aanrader.

The Eat for Endurance Podcast
Why Zach Bitter Went High Carb After 14 Years of Low Carb Fueling

The Eat for Endurance Podcast

Play Episode Listen Later Feb 19, 2026 72:02


What if the fueling strategy you've followed for years is no longer the one that best supports your performance?In Episode 131 of The Eat for Endurance Podcast, I'm joined by elite ultrarunner and coach Zach Bitter for a thoughtful conversation about his experience with both low and high carb fueling.After following a low carb diet for 14 years, including when he broke the World and American Records in the 100-mile distance, he decided to change course and try high carb fueling. It's been 8 months now of experimenting with more carbs, and so far, he's had a very positive experience.Zach and I discuss:Why he originally went low carb as a younger ultrarunnerWhat his particular flavor of low carb fueling looked like in practiceWhat motivated him to dramatically increase his carb intake last yearHow high carb fueling has influenced his recent training and racingWhy you shouldn't make one single diet your whole identityThe importance of curiosity and flexibility for long-term health and performanceThis episode is full of nuance, and underscores the fact that there is no one-size-fits-all diet. As Zach says in the episode, don't be afraid to try something new, because if it doesn't work out, you can always go back to what you were doing before!

TD Ameritrade Network
Nice (NICE) CEO: ‘AI is a Tailwind', Strong Growth Ahead

TD Ameritrade Network

Play Episode Listen Later Feb 19, 2026 7:47


Scott Russell, CEO of Nice (NICE), breaks down their latest quarter as the stock makes a strong move upward. Nice offers AI agents to companies to “elevate customer experience.” He says Nice is the market leader in both digital and voice and sees further strong growth in 2026. “AI is a tailwind for our business.” He thinks that AI needs to continue to prove itself to customers and the public, and he is confident in Nice's ability to do so with its own tools. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Aesthetically Speaking
Headwinds and Tailwinds: What to Expect in Aesthetics in 2026 Part 2

Aesthetically Speaking

Play Episode Listen Later Feb 18, 2026 31:51


As competition grows in aesthetics and wellness, standing out is no longer optional—it's essential.Robin and Tyler discuss what happens as med spas move into wellness, medical practices move into aesthetics, and competition expands far beyond the practice next door. Hear how loyalty works today, why convenience and trust often win, and how different generations respond to care in very different ways.They also look at AI's role in streamlining operations without replacing human connection, and what big tech and retail brands could mean for the future of the industry. If you haven't yet, listen to Part 1 to hear how last year's trends and shifts led us here.HostsRobin Ntoh, VP of AestheticsNextechTyler Terry, Director of Sales, MedSpa NextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

TD Ameritrade Network
Acquisitions & EPS Outlook Rattles PANW Investors, Analysts See AI Tailwinds

TD Ameritrade Network

Play Episode Listen Later Feb 18, 2026 8:06


Palo Alto Networks (PANW) posted a strong quarter in earnings but couldn't match that strength in its outlook. As Marley Kayden explains, recent acquisitions by the cybersecurity company cut into full year EPS and spooked investors. Analysts weren't as shaken, with some pointing to upsides thanks to AI tailwinds. Prosper Trading Academy's Charles Moon offers an example options trade for Palo Alto Networks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
PANW Platformization Strategy: Long-Term Tailwind Amid Short-Term Headaches

TD Ameritrade Network

Play Episode Listen Later Feb 18, 2026 6:15


Ron Westfall calls Palo Alto Networks (PANW) a "very solid investment," even after the cybersecurity firm's post-earnings sell-off. Despite the company guiding for a full year EPS below Wall Street estimates, its platformization efforts are ones Ron sees benefitting the company long-term. Mitch Ashley agrees, noting resilience from companies in adding more employees to their payroll. He also makes a bull case for CrowdStrike (CRWD). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Eat for Endurance Podcast
(Re-Release) “Skinny Doesn't Win Races”: Jessie Diggins on Fueling for Joy, Resilience, and Olympic Gold

The Eat for Endurance Podcast

Play Episode Listen Later Feb 12, 2026 53:20


“Healthy, happy, and balanced athletes are the ones that make it across the finish line again and again throughout a long career and leave a legacy.” — Jessie DigginsJessie Diggins is currently competing in her fourth and final Winter Olympics in Milan-Cortina. I interviewed her back in January 2021, just one week after her historic Tour de Ski win on some of the same Italian mountains she's skiing on now. Since our recording, Jessie has become the most accomplished cross-country skier from the US, with 4 Olympic medals (she won her 4th one today!), 3 World Cup overall titles, 7 World Championship medals, and countless other accolades. Even though it's no longer Covid times (thank goodness), this powerful conversation about fueling for joy, resilience, and longevity in sport remains just as relevant and important today. ---In Episode 37, I'm honored to be joined by cross-country skier and Olympic gold medalist Jessie Diggins. She is not only dominating her sport, but also using her platform to promote healthy fueling, body positivity, and the importance of enjoying food without restriction.Many fans first fell in love with Jessie during the 2018 Winter Olympics, where she and Kikkan Randall won the first-ever American gold medal in cross-country skiing. At the time of this interview, Jessie had also just won the Tour de Ski, becoming the first American to claim the title.In this conversation, Jessie challenges the idea that leanness leads to success, reminding athletes that “Skinny doesn't win races. Fast wins races.” She emphasizes that fueling well, prioritizing health, and embracing joy are essential to reaching the start line ready to race.

Catalog & Cocktails
The way we build agents today is dumb with Vaibhav Gupta

Catalog & Cocktails

Play Episode Listen Later Feb 12, 2026 54:06


Tim and Juan unpack why Vaibhav Gupta, co-creator of BAML, states that most agentic AI code out there is dumb. It's ugly, fragile, and built by people who've never had to wrestle with probabilistic systems before. But here's the thing: we've seen this movie before. Remember when building websites was painful? Then jQuery showed up... then React... then Tailwind. Abstraction always wins. It just takes time (and about 50 bad frameworks for every good one). The gaming industry also figured out about unreliable systems decades ago. The takeaway is that the real bottleneck isn't abstracting the AI, instead it's abstracting the failure. Oh, and this episode has a live demo (first time we ever do this!). See omnystudio.com/listener for privacy information.

TD Ameritrade Network
China Headwinds & Chip Production Tailwinds into AMAT Earnings

TD Ameritrade Network

Play Episode Listen Later Feb 12, 2026 4:18


Applied Materials (AMAT) reports earnings after Thursday's closing bell, with Marley Kayden calling challenges in China a sticky point for investors to keep in mind. That said, Marley highlights other corners of the semiconductor material business she sees as tailwinds. Joe Tigay offers an example options trade for Applied Materials. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

ServiceNow Podcasts
The way we build agents today is dumb with Vaibhav Gupta

ServiceNow Podcasts

Play Episode Listen Later Feb 12, 2026 54:06


Tim and Juan unpack why Vaibhav Gupta, co-creator of BAML, states that most agentic AI code out there is dumb. It's ugly, fragile, and built by people who've never had to wrestle with probabilistic systems before. But here's the thing: we've seen this movie before. Remember when building websites was painful? Then jQuery showed up... then React... then Tailwind. Abstraction always wins. It just takes time (and about 50 bad frameworks for every good one). The gaming industry also figured out about unreliable systems decades ago. The takeaway is that the real bottleneck isn't abstracting the AI, instead it's abstracting the failure. Oh, and this episode has a live demo (first time we ever do this!). See omnystudio.com/listener for privacy information.

Nightly Business Report
Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26

Nightly Business Report

Play Episode Listen Later Feb 11, 2026 44:00


Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today's report means for the Fed and for the markets. Plus, the top tech opportunities in the software wreckage, and the CEO of Generac on data center tailwinds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Eat for Endurance Podcast
How to Stay Healthy as an Athlete This Season

The Eat for Endurance Podcast

Play Episode Listen Later Feb 5, 2026 75:14


Wondering what you can realistically do to stay healthy during training, travel, and sick season? That's what Laura Ligos, RD (aka The Sassy Dietitian) and I chat about in Episode 130 of The Eat for Endurance Podcast. This episode is not about immune “hacks” or doing more. Instead, we break down what actually supports immune health from a nutrition and lifestyle perspective, and explore where athletes often get tripped up when training, underfueling, poor sleep, and life stress stack up.Laura and I discuss:How training, recovery, fueling, sleep, and life stress interact to influence immune functionThe J-curve relationship between exercise and immune health Why eating enough is key to preventing illnessThe role of carbs, specific micronutrients, and other fueling patternsWhy sleep and rest from exercise make your immune system more resilientWhat to do if you've been exposed to illness but aren't sick yetDietary and lifestyle tips for when symptoms start showing upWhich supplements may be helpful, and when to take themHow your approach should differ when dealing with respiratory vs GI illness Immune health considerations during travel, including foodborne illnessIf you're dealing with stress, constant colds, lingering fatigue, or that frustrating feeling of being almost sick for days on end, this conversation is for you. 

Aesthetically Speaking
Headwinds and Tailwinds: What to Expect in Aesthetics in 2026 Part 1

Aesthetically Speaking

Play Episode Listen Later Feb 4, 2026 34:28


Before jumping into what's next for aesthetics in 2026, Robin and Tyler hit pause to reflect on the trends that defined 2025, including the continued momentum of GLP-1s, the move toward natural aesthetics, and the growing focus on wellness from the inside out. Hear why some ideas stuck, why others faded, and how treatment planning and education are reshaping patient expectations.From early investment in care to smarter use of AI, learn about the mindset shifts your practice can't afford to ignore as the industry evolves.Don't miss Part 2, where Robin and Tyler shift to competition, experience-driven care, and how your practice can adapt moving forward.HostsRobin Ntoh, VP of AestheticsNextechTyler Terry, Director of Sales, MedSpa NextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

TD Ameritrade Network
"This Inflection Point is Real:" Headwinds & Tailwinds in PLTR Earnings

TD Ameritrade Network

Play Episode Listen Later Feb 3, 2026 6:13


Meghan Joyce calls Palantir's (PLTR) latest earnings an "inflection point" for the company. While the AI software giant's international sales remain weak, its 137% year-over-year commercial revenue growth is a metric Meghan believes can't be ignored. As for Christopher Davis, he agrees with positivity backing the growth outlook but remains cautious on Palantir under future presidential administrations. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Retirement Radio
Retirement Headwinds vs. Tailwinds: Risk, Inflation, Longevity, and the Shift to Income Planning | Episode 145

Retirement Radio

Play Episode Listen Later Jan 31, 2026 55:56


Markets have delivered strong returns, but retirement planning is about more than a good run in stocks. In this episode of Safer Retirement Radio, Brad Geddes, CFP® joins Brian Decker to break down what today's retirees and near-retirees need to watch next—especially when you're transitioning from saving to spending. You'll hear a practical discussion on: Why strong markets can quietly encourage retirees to take more risk than they realize The “sequence of returns” problem: why a downturn early in retirement can do outsized damage Longevity and rising healthcare costs—and how to plan when you don't know what life will bring Inflation's long-term impact, including why sitting in too much cash can be costly over time The mindset shift from accumulation to distribution, and why income planning becomes the priority How to think about “pulling risk back” without “getting out of the market” Why flexibility and planning often matter more than predictions If you're within 5–7 years of retirement, recently retired, or wondering whether your current portfolio is built for income and resilience—this episode will help you think more clearly about the next phase. To learn more or schedule a visit with our team: 833-707-3030 or visit DeckerRetirementPlanning.com.

PodRocket - A web development podcast from LogRocket
Tailwind Layoffs, Cloudflare Buys Astro | Panel

PodRocket - A web development podcast from LogRocket

Play Episode Listen Later Jan 29, 2026 39:27


In this mini-panel, Jack, Paige, Paul, and Noel discuss how AI reshaping developer tooling is impacting open source monetization, including the recent Tailwind layoffs and the collapse of Tailwind documentation traffic caused by AI. The conversation expands into broader developer tooling business models and reacts to claims like Ryan Dahl stating that the era of humans writing code is over. They also cover the Astro Cloudflare acquisition, what it means for the Cloudflare developer platform, and how this shapes the frontend frameworks future. Hot takes include light mode vs dark mode SaaS, shifting developer aesthetics, and why AI productivity for developers may now come down to workflow design rather than raw coding skill. Resources Tailwind Layoffs and AI Tailwind layoffs: https://www.businessinsider.com/tailwind-engineer-layoffs-ai-github-2026-1#:~:text=Tailwind%20laid%20off%2075%25%20of,on%20our%20engineering%20team%20lost Tailwind layoffs: https://github.com/tailwindlabs/tailwindcss.com/pull/2388#issuecomment-3717222957 Ryan Dahl Tweet: https://x.com/rough__sea/status/2013280952370573666 Apple and Google joint statement: https://x.com/NewsFromGoogle/status/2010760810751017017 Astro joins Cloudflare Astro joins Cloudflare: https://blog.cloudflare.com/astro-joins-cloudflare We want to hear from you! How did you find us? Did you see us on Twitter? In a newsletter? Or maybe we were recommended by a friend? Fill out our listener survey! https://t.co/oKVAEXipxu Let us know by sending an email to our producer, Elizabeth, at elizabeth.becz@logrocket.com, or tweet at us at PodRocketPod. Check out our newsletter! https://blog.logrocket.com/the-replay-newsletter/ Follow us. Get free stickers. Follow us on Apple Podcasts, fill out this form, and we'll send you free PodRocket stickers! What does LogRocket do? LogRocket provides AI-first session replay and analytics that surfaces the UX and technical issues impacting user experiences. Start understanding where your users are struggling by trying it for free at LogRocket.com. Try LogRocket for free today. ChaptersSpecial Guest: Jack Herrington.

Sg2 Perspectives
Tailwinds for 2026

Sg2 Perspectives

Play Episode Listen Later Jan 28, 2026 15:48


In this episode of Sg2 Perspectives, host Trevor DaRin is joined by Sg2 Senior Principal Bill Woodson to explore the “tailwinds” shaping health care in 2026. From financial stability and operational discipline to bold transformation strategies, Bill shares reasons for measured optimism across the industry. The conversation covers workforce innovation, ambient scribing, artificial intelligence (AI) adoption and health system “systemness” in action. Tune in to hear how health care leaders are tackling cost pressures while investing in scalable, tech-enabled solutions.   Sg2 Perspectives Listener Feedback Survey: We would love to hear from you - Please click here   We are always excited to get ideas and feedback from our listeners. You can reach us at sg2perspectives@sg2.com, or visit the Sg2 company page on LinkedIn.

I Am The One With Bishop Stephen A. Davis
Believe In The Tailwind

I Am The One With Bishop Stephen A. Davis

Play Episode Listen Later Jan 27, 2026 69:16


Date: Wednesday, January 21, 2026 Scriptures: Matthew 4:19-22, John 14:12-14, Matthew 4:18-22, John 14:12-14 (NKJV)Speaker: Apostle Stephen A. Davis- STAY CONNECTED -https://StephenADavis.orgBishop Stephen A. Davis Instagram: https://www.instagram.com/bishopstephendavis/Bishop Stephen A. Davis Facebook: https://www.facebook.com/bishopstephenadavis/Refresh Family Church Instagram: https://www.instagram.com/RefreshFamilyChurch/Refresh Family Church Facebook: https://www.facebook.com/refreshfamilychurchVisit Our Website: https://refreshfamily.church/

Westover Hills Church
Move Forward: Live in the Tailwind of the Spirit

Westover Hills Church

Play Episode Listen Later Jan 27, 2026 27:50


Weekend sermon experience at Westover Hills Church in San Antonio, Texas.

Money Life with Chuck Jaffe
WCG's Leger: With tailwinds to overpower worries, the S&P will hit 8,500 in '26

Money Life with Chuck Jaffe

Play Episode Listen Later Jan 26, 2026 59:31


Talley Leger, chief market strategist at The Wealth Consulting Group, says the market is facing seven different headwinds, but that it has 10 tailwinds, all blowing to overcome potential troubles to where he expects the Standard & Poor's 500 to  reach 8,500 this year. That would make 2026 the fourth consecutive year with double-digit market gains, but Leger is confident in his pick, noting that easing financial conditions — including a few more rate cuts from the Federal Reserve — should support economic re-acceleration to let the rally roll on. Leger is not the only one who is optimistic, as the latest Business Conditions Survey, released today by the National Association for Business Conditions, showed that the nation's economists have mostly factored recession out of the picture for this year. While the economists do see potential overhangs from tariffs and other policies impacting business, they say that spending plans in their companies — but more broadly for the economy at large — should fuel continued growth. Vijay Marolia, chief investment officer at Regal Point Capital, is also optimistic for the future, coming off of the World Economic Summit at Davos — where he says the lesson was to keep watching geopolitics without over-reacting to them by overhauling your portfolio. Further, in "The Week That Is," he discusses how the market is reacting to feelings rather than fundamentals in the current earnings season, and how it's still not too late for investors to reconsider their commodities holdings, even after gold and silver popped again last week, with silver reaching fresh highs above $100. David Trainer, founder and president at New Constructs, puts five different technology stocks — including Magnificent Seven member Meta Platforms and tech giant Oracle — in "The Danger Zone," noting that they have troubling balance sheets that have created significantly misleading stock valuations, which he says will not hold up once the market recognizes the potential for trouble.  

TD Ameritrade Network
New Tailwinds Backing Boeing Earnings & BA Example Options Trade

TD Ameritrade Network

Play Episode Listen Later Jan 26, 2026 7:02


Ahead of Boeing's (BA) earnings before Tuesday's opening bell, Ben Tsocanos gives investors a bird's eye view perspective on the company. He see the earnings report getting a lift from an improved supply story as Boeing transitions to a higher build rate for Max jets. Tom White offers insight on the options front through an example trade for the stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Eat for Endurance Podcast
Joe Corcione on Addiction, Recovery, and Everyday Ultra Running

The Eat for Endurance Podcast

Play Episode Listen Later Jan 22, 2026 82:22


In Episode 129 of The Eat for Endurance Podcast, I'm joined by ultrarunner, coach, and host of The Everyday Ultra Podcast, Joe Corcione. Joe's story is not the typical “natural-born athlete” narrative. He wasn't active growing up, and he struggled with drugs and alcohol as a teenager and young adult. With a willingness to do the work (both physically and mentally) and make small changes, Joe gradually became sober and reshaped his identity. He went on to finish over 25 ultramarathons, coach runners around the world, and build the Everyday Ultra community.Throughout our conversation, you'll notice a powerful theme around the stories we tell ourselves and how these stories impact our behavior. Joe and I explore:How his early beliefs that he was "unathletic" held him back for years to comeWhy small, consistent changes matter more than extremesHow shifting from a fixed to a growth mindset helped him recover from addiction, start running longer distances, and determine what eating style worked best for his bodyWhy endurance athletes cannot only rely on exercise as a coping toolWhat sustainable ultramarathon training really looks likeHow he fuels himself during training runs and races

Techish
Industry's Harper Stern, Netflix's Podcast Push, AI Wipes Out Tailwind CSS

Techish

Play Episode Listen Later Jan 20, 2026 20:45


Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techishThis week on Techish, Michael and Abadesi dive into Industry Season 4, breaking down the standout characters, what it means to be an ambitious outsider in a cutthroat world, and what the show reveals about the current political and corporate climate. They also unpack Netflix's big bet on video podcasts and what it could means for the future of podcasting. And for Patreon listeners they go deeper on tech, exploring how AI is rattling Tailwind CSS and Stack Overflow, what's really at stake, and whether these companies deserve any sympathy at all.Chapters00:20 Industry's Harper Stern: Ambition, Power, and Being an Outsider13:59 Why Netflix Is Betting Big on Video Podcasts20:13 AI Is Disrupting Developer Tools [Patreon-Only]This episode is sponsored by DeleteMe. Get 20% of DeleteMe at joindeleteme.com/techish with code TECHISH.Extra Reading & ResourcesIs corporate America going Maga? [Financial Times]Netflix Offers Podcasts To Compete With YouTube [Forbes]‘Not second screen enough': is Netflix deliberately dumbing down TV so people can watch while scrolling? [The Guardian]Tailwind lays off 75% of its 4-person engineering team, citing 'brutal impact AI has had on our business' [Business Insider, $]Support the show————————————————————Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com

HTML All The Things - Web Development, Web Design, Small Business
How Open Source Makes Money? (Tailwind CSS Debacle)

HTML All The Things - Web Development, Web Design, Small Business

Play Episode Listen Later Jan 17, 2026 24:11


Despite Tailwind CSS usage continuing to grow, the company recently revealed a sharp revenue decline tied to the rise of AI coding tools. Founder Adam Wathan explained how tools like GitHub Copilot and ChatGPT reduced documentation traffic, cutting off Tailwind's primary revenue funnel. In this edition of Web News, Matt and Mike explore what this means for Tailwind, the broader open-source ecosystem, and how open-source projects actually make money in 2026. Show Notes: https://www.htmlallthethings.com/podcast/how-open-source-makes-money-tailwind-css-debacle

Remote Ruby
Tech Resolutions and Tailwind Troubles

Remote Ruby

Play Episode Listen Later Jan 16, 2026 51:43


In this episode of Remote Ruby, Chris, Andrew, and David have conversations from New Year's resolutions and monitor specifications, to the sustainability challenges of open source projects like Tailwind CSS. They discuss the pros and cons of various hardware, upgrading to Ruby 4.0, recent issues in software projects, and the evolving landscape of AI's impact on productivity tools. They also touch on gaming experiences with Arc Raiders and the never-ending monitor hunt. Hit download now to hear more! LinksJudoscale- Remote Ruby listener giftKeychron M5 Wireless Ergonomic MouseBrandon Weaver BlueskyRan Craycraft LinkedInAdam Wathan XAdam Watham issue comment #2388 (GitHub) Arc Raiders Chris Oliver X/Twitter Andrew Mason X/Twitter Jason Charnes X/Twitter

CruxCasts
2026 Precious Metals Strategy: Platinum Opportunity, Silver-Gold Caution, and Macro Tailwinds

CruxCasts

Play Episode Listen Later Jan 13, 2026 30:35


Recording date: 17th December 2025Olive Resource Capital's leadership team has delivered a nuanced precious metals outlook for 2026 that challenges conventional wisdom whilst identifying specific opportunities backed by fundamental analysis. In this latest Compass podcast, President and CEO Sam Pelaez alongside Executive Chairman Derek Macpherson presented a framework emphasizing selectivity over broad-based precious metals enthusiasm.The firm's highest-conviction call centres on platinum, which Macpherson identified as his top commodity pick for 2026. The case rests on three pillars: persistent market deficits, tight physical supply, and anticipated policy shifts. "The market's in deficit. It's a small market and it's tight," Macpherson explained, before highlighting a critical catalyst: "I think we're going to see some of these EV mandates are going to get rolled off. More ICE engines by 2030 or 2035 are going to evaporate." This reassessment of aggressive electric vehicle timelines supports continued internal combustion engine production, sustaining autocatalyst demand for platinum and palladium. Olive maintains significant positioning in the PGM complex to capture this opportunity.The macroeconomic foundation underpinning precious metals remains robust despite consensus recession fears. Pelaez articulated the firm's contrarian economic view: "I think the global economy surprises to the upside. The general consensus is bearish. The GDP now for the Atlanta Fed is over 3%. The Treasury and the Fed are injecting liquidity right now. China is on an expansionary fiscal policy." Macpherson reinforced this perspective, noting unprecedented global deficit spending: "China's got a trillion dollars worth of stimulus, the US is spending money like it's going out of style. The Europeans all went into deficit spending to fund their defense efforts."This liquidity-driven environment creates favourable conditions for hard assets, though Olive's leadership expects commodity market leadership to potentially rotate from precious towards industrial metals. Gold maintains its portfolio role despite moderated return expectations following 2025's exceptional 60% advance, with Pelaez noting that reduced speculation in precious metals need not preclude continued gold strength supported by central bank buying and monetary accommodation.Perhaps most controversially, both executives expect silver to disappoint investors in 2026 despite positive fundamentals. Pelaez explained: "Every person on the planet seems to be uber-ultra-mega bullish silver. I'm not saying I think silver is going to go down necessarily, but it's going to be the most disappointing because the expectations for it are so high." Technical analysis suggests silver "has already corrected up to the average" based on 25 years of volume-weighted data against gold, with "the biggest move in silver" having "already occurred literally over the past eight weeks."Macpherson acknowledged tactical opportunities, expecting a "blowoff top in silver at a higher price than where we are right now," but anticipates year-end underperformance following silver's characteristic pattern of spiking then rolling off. Olive maintains silver exposure to capture near-term momentum whilst preparing to reduce positions.The firm's strategy emphasises diversified mining equities as preferred investment vehicles, highlighting Ivanhoe Mines with its PGM production "coming online at a perfect time when the market is moving higher." This approach provides leveraged precious metals exposure whilst managing single-commodity risk through companies with multiple revenue streams and operational catalysts.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Python Bytes
#465 Stack Overflow is Cooked

Python Bytes

Play Episode Listen Later Jan 12, 2026 35:34 Transcription Available


Topics covered in this episode: port-killer How we made Python's packaging library 3x faster CodSpeed Extras Joke Watch on YouTube About the show Sponsored by us! Support our work through: Our courses at Talk Python Training The Complete pytest Course Patreon Supporters Connect with the hosts Michael: @mkennedy@fosstodon.org / @mkennedy.codes (bsky) Brian: @brianokken@fosstodon.org / @brianokken.bsky.social Show: @pythonbytes@fosstodon.org / @pythonbytes.fm (bsky) Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Monday at 11am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Michael #1: port-killer A powerful cross-platform port management tool for developers. Monitor ports, manage Kubernetes port forwards, integrate Cloudflare Tunnels, and kill processes with one click. Features:

The Eat for Endurance Podcast
Do You Have A Healthy Relationship With Exercise?

The Eat for Endurance Podcast

Play Episode Listen Later Jan 8, 2026 82:29


Welcome to Season 8 of The Eat for Endurance Podcast! In this episode, I'm joined by Registered Dietitian Leslie Schilling, MA, RDN, CSCS, CEDS-C for an important conversation about exercise dependence, a pattern of compulsive movement that can threaten an athlete's mental and physical health.I heard Leslie speak on this topic at a conference and immediately knew I wanted to bring her on the show. This is partly because I struggled with exercise dependence in the past, and also because of how frequently I see people exercise beyond what is safe or recommended. Leslie and I discuss:What exercise dependence is, and who is most at riskHow to tell if exercise is healthy or potentially harmfulWhat Leslie's message, "If you fuel it, you can do it" means in practiceThe connection between underfueling and over exerciseSigns that you might be weight suppressedWhat compassionate change can look likeAlso, toward the end of the episode, we walk you through a validated questionnaire to help you evaluate if you may be experiencing some level of exercise addiction. 

TD Ameritrade Network
Overlooked Stock: AZZ Hits 52-Week High After Earnings

TD Ameritrade Network

Play Episode Listen Later Jan 8, 2026 7:30


George Tsilis looks at AZZ Inc. (AZZ) for today's Overlooked Stock, noting that steel fabricator and galvanizer posted stronger-than-expected earnings. Tailwinds in industries using these materials are another factor George says lifted AZZ's outlook. He dives into the financials and macro picture surrounding the company. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Higher Exchanges
Cannabis Rescheduling: A Tailwind for the Cannabis 2.0 M&A Cycle

Higher Exchanges

Play Episode Listen Later Jan 8, 2026 62:04


Higher Exchanges is presented by Flowhub. Following the federal Executive Order to move cannabis from Schedule I to Schedule III, the cannabis industry may be entering the early stages of a new M&A cycle.In this episode of Higher Exchanges, Jesse Redmond and Morgan Paxhia are joined by Dai Trong, Managing Director at Arlington Capital Partners, to discuss how rescheduling could accelerate consolidation, unlock capital, and reshape strategic behavior across the sector.After years of contraction, oversupply, margin pressure, and 280E tax burdens, cannabis M&A is beginning to re-emerge—starting with distressed and opportunistic deals by better-capitalized operators.We cover:What Schedule III changes most for cannabis M&AWhere we are in the current consolidation cycleWhy some operators are moving now while others remain cautiousRecent real-world deal activity across California and beyondWhat still needs to happen for larger strategics and capital to re-engageFinally, we close with Dai offering M&A tips to both operators and investors!

Hacker News Recap
January 7th, 2026 | Creators of Tailwind laid off 75% of their engineering team

Hacker News Recap

Play Episode Listen Later Jan 8, 2026 14:08


This is a recap of the top 10 posts on Hacker News on January 07, 2026. This podcast was generated by wondercraft.ai (00:30): Creators of Tailwind laid off 75% of their engineering teamOriginal post: https://news.ycombinator.com/item?id=46527950&utm_source=wondercraft_ai(01:50): US will ban Wall Street investors from buying single-family homesOriginal post: https://news.ycombinator.com/item?id=46531068&utm_source=wondercraft_ai(03:10): Sugar industry influenced researchers and blamed fat for CVD (2016)Original post: https://news.ycombinator.com/item?id=46526740&utm_source=wondercraft_ai(04:31): Eat Real FoodOriginal post: https://news.ycombinator.com/item?id=46529237&utm_source=wondercraft_ai(05:51): Shipmap.orgOriginal post: https://news.ycombinator.com/item?id=46527161&utm_source=wondercraft_ai(07:11): A4 Paper StoriesOriginal post: https://news.ycombinator.com/item?id=46525888&utm_source=wondercraft_ai(08:32): LaTeX Coffee Stains (2021) [pdf]Original post: https://news.ycombinator.com/item?id=46526933&utm_source=wondercraft_ai(09:52): US Job Openings Decline to Lowest Level in More Than a YearOriginal post: https://news.ycombinator.com/item?id=46527533&utm_source=wondercraft_ai(11:12): Tailscale state file encryption no longer enabled by defaultOriginal post: https://news.ycombinator.com/item?id=46531925&utm_source=wondercraft_ai(12:33): Polymarket refuses to pay bets that US would 'invade' VenezuelaOriginal post: https://news.ycombinator.com/item?id=46521773&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

TD Ameritrade Network
Urano: Economic Tailwinds Shaping Bullish 1H26 Around the World

TD Ameritrade Network

Play Episode Listen Later Jan 7, 2026 7:37


2025 was about policy changes, 2026 is about how the economy will respond, says Thomas Urano. He thinks tailwinds remain and is “optimistic” about the first half of 2026. He thinks Treasury markets will struggle with “two masters” as the Fed's path remains uncertain; for credit, he says investors should be careful about where they're looking for yield. Thomas is optimistic on international equities due to a weaker dollar and foreign central banks lowering rates. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Official SaaStr Podcast: SaaS | Founders | Investors
SaaStr 835: AI + B2B in 2026: Find the Tailwinds or Get Left Behind with SaaStr CEO and Founder Jason Lemkin

The Official SaaStr Podcast: SaaS | Founders | Investors

Play Episode Listen Later Jan 2, 2026 56:28


SaaStr 835: AI + B2B in 2026: Find the Tailwinds or Get Left Behind with SaaStr CEO and Founder Jason Lemkin Software spend is set to hit record levels in 2026, but you're not getting any of it unless you change. SaaStr CEO and Founder Jason Lemkin breaks down the paradox facing B2B companies right now: It's never been easier to scale to $100M (for a select few), while everyone else struggles. Half of all VC dollars are going into just 4 deals. IPOs ended the year with a whimper. And that AI copilot you built? It doesn't count. In this session, Jason shares the data on what's actually happening and what you need to do to capture your share of the hundreds of billions flowing into software. Key insights: Why "seed is for suckers" in today's VC environment The 3 types of AI products that unlock budget (and the one that doesn't) Why 30% of new IT budget is going to AI and how to steal it The TAM expansion math behind Cursor, Gamma, and AI SDR tools Why copilots and AI features alone won't save you The efficiency metrics every founder needs to track in 2026 If you didn't reaccelerate growth in 2025, you get a D. You can't get a D in 2026.

Nightly Business Report
Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/25

Nightly Business Report

Play Episode Listen Later Jan 2, 2026 43:51


A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. Plus, will the Dow stocks with the highest dividend yields continue to outperform in 2026? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Dec 22, 2025 69:42


AGENDA: 03:48 Founder of the Year 2025 06:58 Product of the Year 10:05 Fund of the Year 20:52 Breakout Companies of 2025: Who Made the Biggest Impact? 26:57 Biggest Surprises of 2025 32:57 Predictions for 2026: Top Performing Tech Stocks of the Year 35:25 B2B Stocks to Watch 38:31 Why Salesforce Could Be the Buy of 2026 47:11 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One 55:38 IPO Speculations: Who Will Go Public in 2026 01:00:57 The Impact of AI on Employment  

Best Real Estate Investing Advice Ever
JF 4112: Healthcare Jobs, Medical Office Tailwinds, and Institutional Capital Flows with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 7, 2025 39:24


John Chang interviews the commercial real estate market itself as he breaks down how healthcare hiring is propping up national job growth while most other sectors soften, and why that makes medical office one of the strongest asset classes going forward. He explains how an aging population and persistent healthcare labor shortages are driving durable demand, limited new supply, stable vacancies around 9%, and long-term leases with built-in rent bumps that support medical office performance. John then shifts to the multifamily outlook, highlighting Sun Belt oversupply and concessions versus tighter conditions in the Midwest and coastal markets, along with delayed household formation among young adults that is creating pent-up demand. He closes by outlining why institutional capital is ramping back into CRE—NACREIF total returns turning positive, higher fund-raising volumes, and rising target allocations—which should lead to more competition for deals and eventual cap rate compression in 2026, assuming policy and geopolitical risks stay contained Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4109: Industrial Tailwinds, Multifamily Cycles, and The Future of LP Investing ft. Soren Godbersen

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 4, 2025 60:39


Pascal Wagner interviews Soren Godbersen, exploring the evolution of real estate crowdfunding, how platforms vet deals, and why LPs should understand platform incentives before investing. Soren breaks down the differences between aggregator platforms and vertically integrated operators, sharing lessons from his decade at EquityMultiple and his new work at Lightstone Direct. The two discuss LP psychology in today's environment, platform vs. direct-to-operator due diligence, and why asset class selection and fee transparency matter more than ever. It's an inside look at how deals get filtered, what red flags LPs should spot, and how investors can sharpen their decision-making in a confusing market. Soren GodbersenCurrent role: Vice President, Lightstone DirectBased in: New YorkSay hi to them at: https://lightstonedirect.com | https://www.linkedin.com/in/soren-godbersen/ Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices