Podcasts about thematic

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Latest podcast episodes about thematic

Rat Tale
124 - Shelf of Fame 2022

Rat Tale

Play Episode Listen Later Sep 26, 2022 122:37


This is Rat Tale, a podcast about tabletop games and the stories they tell. Join your buddies Adam Thibault and Gimo Barrera where we'll discuss everything, but also nothing. 00:23 - Intro 14:21 - Campaign/Legacy 19:43 - Artwork and Graphic Design 35:49 - Expansions 53:06 - Thematic 1:16:36 - 2 Players 1:37:47 - Heavy Contact us on Twitter/Instagram @rattalegames, or email us rattalegames@gmail.com. You can also visit us at www.rattale.com.  Music by Bruno Barrera. Follow Bruno here Logo by Natalie Perez.

Conversations with Philatelists
Ep. 92 Jean Wang: Thematic Collecting

Conversations with Philatelists

Play Episode Listen Later Sep 26, 2022 64:33


Returning after a short hiatus, Charles and Michael speak with Jean Wang about the difference between Topical collecting and Thematic collecting, her award winning thematic Blood exhibit, the importance of joining organized philately, and a few stories from her time on the Canada Post Stamp Advisory Committee.   To view Jean's collection on Stampboards please visit: https://stampboards.com/viewtopic.php?f=17&t=54101

Thoughts on the Market
Thematic Investing: What is the Next Big Tech Idea?

Thoughts on the Market

Play Episode Listen Later Sep 22, 2022 8:23


With high returns in mind, investors may be looking to get in on the ground floor with the next ambitious and disruptive technology, but how are these ‘moonshots' identified and which ones could make a near-term impact? Head of Thematic Research in Europe Ed Stanley and Head of the Global Autos and Shared Mobility Team Adam Jonas discuss.----- Transcript -----Ed Stanley: Welcome to Thoughts on the Market. I'm Ed Stanley, Morgan Stanley's Head of Thematic Research based in London. Adam Jonas: And I'm Adam Jonas, Head of the Global Autos and Shared Mobility Team. Ed Stanley: And on this special episode of the podcast, we'll be discussing the bold potential of moonshot technologies, and particularly in the face of deepening global recession fears. It's Thursday, the 22nd of September, at 4 p.m. in London. Adam Jonas: And 11 a.m. in New York. Adam Jonas: Let me start with an eye popping number. Since 2000, 1% of companies have generated roughly 40% of shareholder returns by developing moonshots, that is ambitious and radical solutions to seemingly insurmountable problems using disruptive technology. So here at Morgan Stanley Research, we naturally spend a lot of time wondering what are the potential moonshots of the next decade? What's the next light bulb, airplane, satellite, internet? What technologies are developing literally as I record this that we'll be focused on in 2032? So Ed, I know you really want to dig into the specifics of some of the sectors that are touched on in the Moonshot Technologies report you wrote, but first can you maybe explain the framework for identifying these moonshots? Ed Stanley: So this is a totally different horizon and way of thinking to what most investors are used to. Typically, when looking for investable themes or technologies in public markets, we focus on those that are at or have surpassed a 20% adoption rate, those essentially with the wind at their back already. But clearly, with moonshots, we're looking much, much earlier, but with a much greater risk reward skew. There are a number of potentially groundbreaking technologies out there incubating right now. The next iPhone moment is out there, is being developed, and it should be all of our job to sniff out what, when and where that pivotal product will come from. But the question we've received is how do you whittle that funnel of potential technologies down? So we come at it from first principles. Academic research, either by individuals, governments or companies, tends to be the genesis for most groundbreaking ideas. This then feeds patenting, or in other words R&D, for small and big companies alike to build a moat around that research they pioneered. And then venture capital comes in to support some of those speculative innovations, but importantly, only those that have product market fit, which is what we focus on. Adam Jonas: So Ed, why do you think now is such an interesting time to be thinking about moonshots, given such a challenging macro backdrop? Ed Stanley: It's a great question. So if you take a step back, there are always reasons to be concerned in the markets. But moments of peak anxiety in hindsight tend to be the moments of peak opportunity. I'll steal an overused cliche, necessity is the mother of invention. We're more likely to see breakthroughs in energy technology, for example, at the moment, at the point of peak acute pain than five years ago when there was no real impetus. This is exactly why some of the most innovative companies are born during or just after recession or inflationary periods. In fact, if you look at the stats, one third of Fortune 500 companies were born in the handful of recessionary years over the last century. So macro may be getting worse, but we remain pretty committed to uncovering long term, game changing themes and investments. Adam Jonas: Can you give us a summary of the output and to which moonshots really stood out to you as having the potential for profound change over the medium term? Ed Stanley: Sure. So there are clearly some that are not only profound but frankly unfathomable in terms of their potential impacts. Things like life extension, a startup developing artificial general intelligence, also known as a singularity, and Web3 remains a fascinating sandbox of crypto and blockchain experiments. So there's a wealth of fascinating moonshots in there, but I'd focus on two that have more prescient implications for investors near-term. First is pre-fab housing. It's nothing new as a concept. It's essentially the process of bringing construction into the factory to increase efficiency. But we're now moving from 2D assemblies of walls and roof panels to the real moonshot, which is 3D assembly of the entire house, pre-made, and that is now happening. These pre-built whole houses can be 40 to 50% cheaper and quicker, and so coming back to your question around why now? Moonshots like this have little momentum in good years, but construction input costs up 20% year on year, suddenly you have the catalyst for innovative, greener, low waste pre-fab solutions. And the second one, I think is really fascinating and few people are well versed in it, is deepfakes and the new era of synthetic reality. These are livestream videos and voice renderings to create the impression that you are watching or speaking to someone that you are not. And I think by highlighting this, we are also trying to show that not all moonshots are good news. At the moment, the risk is fake news, but that is the tip of the iceberg. But with that said, Adam, I want to jump to you. You're the perfect person to speak to given your knowledge of EVs in particular. And just like the smartphone market, those were once considered to be far fetched moonshots by some people, and yet they're heading towards ubiquity. So you've written a lot in the last couple of years around the "muskonomy", as you call it. Before we get into some moonshots you're interested in, can you explain to us what the "muskonomy" is? Adam Jonas: We're referring to the portfolio of businesses and endeavors of Elon Musk, of course, across EVs and batteries and renewable energy and autonomous vehicles. Of course, his efforts in space and tunneling technology. Taken together we think he's in a position where any improvement in one of those businesses can help the advancement and accelerate development of the other three domains and then kind of feedback on itself and create a bit of velocity. But the point is, these businesses address huge physical markets. Markets that address the atomic economy, what I mean by that, the periodic table not the not the metaverse. Right, we need to kind of sort reality out here. These are high CapEx businesses, high moat businesses where trillions and trillions of capital will need to be redeployed with regulatory oversight, environmental planning, supply chain, industrialization, standards setting and of course, taxpayer involvement along the way. Ed Stanley: It's a fascinating point, which we touched on in some of our other research around the innovation stack and how building technology on top of other layers of technology accelerates the disruption. I'm keen to understand from an investability perspective, what time horizons do you think we could expect some of these breakthroughs in? And where are the tailwinds coming from? Adam Jonas: Right now, of course his efforts in EVs are well known. What I think is less appreciated is changing how manufacturing is done. Elon wants to make a car, ideally out of a single piece of injected molded aluminum in a 12,000 ton giga press. To really make a fuselage of a car and take the parts count down dramatically. And he wants to inject into this fuselage his structural battery pack, his 4680 battery battery pack. And so changing how vehicles are made and designing the battery into the car is something that really excites us in terms of finally getting that price of EVs down. So the other thing I would highlight that makes us very excited is his tunneling technology, we would watch that. And so we pay attention to Los Angeles and Las Vegas and Austin, Texas and San Antonio and Fort Lauderdale, Miami. These city, city pairs in states where we think Elon Musk can yield influence and we think this could be really the next big thing in infrastructure, not in a 2 to 3 year period, but certainly in a 5 to 10 year period with investment being attracted and relevant right now. Ed Stanley: Well, that's a fantastic synopsis. Plenty to whet the appetite on moonshots of the next 5 to 10 years. Adam, thanks very much for taking the time to talk. Adam Jonas: Great speaking with you, Ed. Ed Stanley: And thanks for listening. If you enjoyed Thoughts on the Market, please leave a review on Apple Podcasts and share the podcast with a friend or a colleague today.

Meaningful Medicine
Meaningful Moments: The Trials & Tribulations of Intern Year

Meaningful Medicine

Play Episode Listen Later Sep 21, 2022 36:29


*Trigger warning- this episode discusses suicide and pays tribute to National Physician Suicide Awareness Day* In today's episode, Nicole and Shieva have a candid conversation in which they discuss the stresses and challenges of starting their intern year of medical residency. Facing new challenges such as imposter syndrome, difficulties coping with painful emotional situations, lack of sleep and the new responsibilities of being a physician can all feel overwhelming. In this personal conversation, Nicole and Shieva discuss the delicate balance of professional distancing versus empathy and reflect upon their own experiences with and coping strategies for the trauma and stress that is often experienced while working in healthcare. Articles and resources discussed: https://www.youtube.com/watch?v=ChGxcYLwKDw Kristen Kim, Gordon Y. Ye, Angela Maria Haddad, Nicholas Kos, Sidney Zisook, Judy E. Davidson. Thematic analysis and natural language processing of job‐related problems prior to physician suicide in 2003–2018. Suicide and Life-Threatening Behavior, 2022 https://npsaday.org https://www.washingtonpost.com/national/health-science/what-ive-learned-from-my-tally-of-757-doctor-suicides/2018/01/12/b0ea9126-eb50-11e7-9f92-10a2203f6c8d_story.html Psychotherapy in Primary Care: The BATHE Technique (aafp.org) Music by - Glasses on the Table by Crowander

How to recapitalize America's bloated defense industrial base

Play Episode Listen Later Sep 21, 2022 23:51


Episode reading list: Forging the Industrial Network the Nation Needs Defense Fordism and AI Rebooting the Arsenal of Democracy The Return of Industrial Warfare America spends more money on defense than ever, with a budget that more than doubled in the wake of the September 11th terrorist attacks. Despite those dizzying appropriations though, America is now down to just 5 big prime defense contractors, consolidated from dozens during the Cold War. It's a pattern of consolidation, higher costs, and diminished resiliency and flexibility seen in sectors throughout the U.S. economy. As the stakes have grown for American defense, however, there are increasingly acute concerns about what our diminished capacity for defense means for the country's long-term security. Today, we bring on James “Hondo” Geurts to talk more about the crisis in the defense industrial base. Geurts most recently performed the duties of the Under Secretary of the Navy and formerly was Assistant Secretary of the Navy for Research, Development & Acquisition, in charge of the Navy's more than $100 billion annual budget. Lux Capital is also deeply interested in recapitalizing the future of the defense industrial base and bringing more attention to emerging threats across all theaters of defense, including cyber, space, networking, and more in both state and civilian contexts. To that end, Hondo and Lux teamed up to create the Lux Security + Tech Index built on Thematic to offer investors a more methodical way to invest in the future of security. Also joining host Danny Crichton is Steve Carpenter, CEO and founder of Thematic. In this episode, we talk about the importance of the new “industrial network” era of defense, the consequences of the 1990s post-Cold War peace dividend, how large projects like the F-35 and the Gerald R. Ford aircraft carrier drive consolidation, the value of simplicity in defense acquisition, the failure of the Defense Department's high research expenditures, the need to shift from “program of record” to “capability of need”, and finally, details about the new Lux Security + Tech Index and its construction. As a reminder, all investments are risky, and nothing in this episode should be construed as an endorsement of any specific investment product for any individual listener. Always do your own research.

Monocle 24: The Bulletin with UBS
The UBS CIO thematic guide

Monocle 24: The Bulletin with UBS

Play Episode Listen Later Sep 19, 2022 15:00


A freshly published report from the Chief Investment Office of UBS Global Wealth Management presents the bank's Longer Term Investment (LTI) themes for a multi-year investment horizon. Our panellists explain how UBS approaches sustainable investing for LTIs and discuss some of the individual investment topics that are driven by both big secular themes and other more disruptive forces.

Good People, Cool Things
131 Music Rights, Copyright Claims, and YouTube with Audrey Marshall

Good People, Cool Things

Play Episode Listen Later Sep 14, 2022 29:50 Transcription Available


Imagine you're making a video to share with the world. You've found the PERFECT song for it, one that'll get everyone's toes tapping and praising your musical knowledge. Only there's one problem: you didn't get the proper rights to use the song, and now your video has been taken down. Thematic co-founder Audrey Marshall started her company to help creators and artists alike navigate this tricky world of music rights. And she's dropping all kinds of wisdom for you to maximize your creative endeavors, whether you're on the creator or musician side. Want more cool episodes like this one? Check out goodpeoplecoolthings.com. 

Radio Campus France
INDIERE Thematic Podcast | Mila Stern DJ, producer

Radio Campus France

Play Episode Listen Later Sep 13, 2022 15:52


https://indiere.eu/ Mila Stern est DJ résidente dans l'un des lieux culturels les plus fameux de Halle, Allemagne : Station Endlos. Elle se produit dans des clubs et festivals partout en Allemagne et à l'étranger. Dans cette interview enregistrée à l'occasion des 22 ans de Radio Corax, elle parle de ses liens avec cette radio, où elle a grandit et pu trouver un espace d'expression artistique. Dans ces temps post-covid, elle parle de l'importance des clubs, comme lieux de sociabilité pour tous et toutes, notamment les minorités ; le besoin d'être ensemble, et la façon dont la culture des clubs peut, dans une certaine mesure, influencer positivement la société. Liens Mila Stern - https://www.facebook.com/mila.mila.stern Station Endlos - http://www.station-endlos.de/ Kartzengold – Berlin - https://katzengold.berlin/ Mila Stern & VJ Sicovaja | Station Endlos | Harry Klein | Munich (Germany) https://www.youtube.com/watch?v=ZCe8LUheydg - INDIERE : Independent Radio Exchange https://indiere.eu/

Nakedbeatz Podcast
Nakedbeatz Presents: Krazylegs Special Guest Podcast #06

Nakedbeatz Podcast

Play Episode Listen Later Sep 13, 2022 61:13


Nakedbeatz Presents: Krazylegs Special Guest Podcast #06 This is the Official Podcast from Nakedbeatz Music. Hosted by our very special guest Krazylegs providing a special Drum and Bass selection. Follow: @legzr32 Listen and Subscribe to Nakedbeatz Music on Apple Podcast, Google Podcast, Soundcloud, Mixcloud, NakedbeatzMusic.Com and all good quality podcast platforms Track List @marvellous cain-love train(Dj Marky) @socialkingkongsecurity @The sauce-gumbo style @Thematic-just tell @lynx-good time @cm+@singingfats-brand new style @marvellous cain-miss out @airglo-babylon @ilyre+@pyxis-conquest of space @ishen-siren master @recipe-more love(ft @jesse Elvia+@stuey love) @Dossa+locuzzed-stuff @Thematic-grumbler @marvellous cain-crack commandments @bou+@mctrigga-mic veteran @ Serum remix @ calibre-fire and water @gravit e-missile @Decrypt-let's get it @Joely-Clear my mind @Exile+@nickyblackmarket-pink roller @cuvurs+@djprofile-fight @insideinfo-Man with a bomb @visla-throat burn @illtruth-fumble @kublai-don't rush @clipz remix looking at your pager @Alix Perez+@t-man-under pressure @vexdnb-selector @klay-can't remember @marvellous cain-Party time @gravit e-The bad guy @Exile+ @nickyblackmarket-let it roll @whisper-burn them @Decrypt-heartburn @whisper-selecta @marvellous cain-funky tonight @Gravit e-voicemail @marvellous cain-sunrise(undercover Brother mix) @whisper+@airwinator-tell you @marvellous cain-affirmative action @Gravit e-cheeky bitch

Radio Campus France
INDIERE Thematic Podcast | Amelie Nilles, musician

Radio Campus France

Play Episode Listen Later Sep 13, 2022 17:05


Amelie Nilles Artistes aux multiples talents, Amélie Nilles a d'abord été chanteuse et batteuse de jazz ; compositrice de musique electroacoustique, elle collabore avec de nombreux artistes sonores, notamment autour de la spatialisation du son. Elle est également DJ. Dans cette interview réalisée à Hühner Manhattan, Halle, Allemagne, à l'occasion des 22 ans de Radio Corax, elle revient sur son parcours de musicienne, son rapport au public et comment elle ressent le fait d'être une femme sur cette scène musicale particulière qu'elle s'est choisit. Interview par les journalistes réalisée par les journalistes en résidence à Radio Corax. Montage RCFr Liens Podcast – Radio Campus Paris - Planisphère : 58 – Amélie Nilles // 25.11.21 https://www.radiocampusparis.org/planisphere-58-amelie-nilles-25-11-21/ Instagram - @amelie_nilles Soundcloud – Amélie Nilles https://soundcloud.com/amelie-nilles EP – A croqué le fruit étrange – Label Planisphère https://planispheresound.bandcamp.com/album/a-croqu-le-fruit-trange - INDIERE : Independent Radio Exchange https://indiere.eu/

Radio Campus France
INDIERE Thematic Podcast | Aljaz Gnezda, Producer & Sound Engineer

Radio Campus France

Play Episode Listen Later Sep 13, 2022 13:44


ELIAZ, Aljaž Gnezda. Idrija, Slovenia. Aljaz Gnezda, 30, music producer and DJ, tells how he came to electronic music. He goes on to talk about the difficulties he encounters in performing outside his country when he already has a consistent discography and has performed several times abroad. Difficulties for an artist to find a label. He also talks about how little money you can expect to make when you're performing in public compared to the work it entails preparing a live performance and not just playing as a DJ. Finally he shares the good opiinion he has of the electronic music scene in Slovenia. https://www.discogs.com/artist/6872840-Eliaz-6 https://soundcloud.com/eliazg - INDIERE : Independent Radio Exchange https://indiere.eu/

Radio Campus France
INDIERE Thematic Podcast | Jakob Beks, Producer & Label Manager

Radio Campus France

Play Episode Listen Later Sep 13, 2022 13:22


1983, Jakob Beks. Ljubljana, Slovenia. Jakob Beks, a 37-year-old Slovenian artist, composer and producer, talks about his career in music and how he sees his relationship with his performances in public. He then talks about his work as a label director, the reasons for his creation, the artistic direction and the Slovenian artists with whom he works. He then gives his point of view on the electronic music scene in Slovenia and especially in the capital Ljubljana. https://www.discogs.com/artist/3129572-Jakob-Bek%C5%A1 https://honestworkrecordings.bandcamp.com - INDIERE : Independent Radio Exchange https://indiere.eu/

Exchange Traded Fridays
9/9/2022: iShares' Jacobs on What Makes a Thematic ETF

Exchange Traded Fridays

Play Episode Listen Later Sep 9, 2022 23:02 Transcription Available


ETF.com's Editor-in-Chief Sean Allocca and Managing Editor Heather Bell speak with Jay Jacobs, iShares' U.S. head of thematic and actively managed ETFs, about how the Inflation Reduction Act is affecting the broader thematic ETF category, as well what his team considers when creating a thematic ETF.

TD Ameritrade Network
Federal Reserve's Fear About The 1970s Stop & Go Policy

TD Ameritrade Network

Play Episode Listen Later Sep 8, 2022 6:50


"The stock market today fear is well founded as the tape in August is indicative of what investors must navigate short-term. Is the Federal Reserve single minded in trying to curb inflation? The Fed is concerned about missing the 1970s lesson of the application of the stop and go monetary policy gets them in more trouble than solving the current problem," says Nicholas Bohnsack. The Strategas Macro Thematic Opportunities ETF (SAMT) is investing in three to five macro themes at any given time. Constituents of each macro theme are composed of U.S. listed stocks across the market capitalization spectrum that meet certain liquidity parameters. Thematic positioning is adjusted based on shifts in macro trends.

Bible Brief
S1 E35: Thematic Review 1-8/40

Bible Brief

Play Episode Listen Later Sep 6, 2022 14:17


Episode Description: Today we look at some major themes of the Book of Genesis. This continues our Bible Basics series, where we are learning the foundations of the Bible and the Biblical story.Supported by our generous donors to the Bible Literacy Foundation (bibleliteracyfoundation.com). Donate today at the bottom of our home page. You can follow us on instagram at ‘@biblelit', where we share more Bible learning content like this.Bible References used in this show: Genesis, Psalm 24:1, Psalm 115:3All Bible references are from the CSB Bible.Submit a question that we may feature on a future show! Go to: bibleliteracyfoundation.com/biblebriefCopywrite Bible Literacy Foundation 2022.Support the show

Tiaras and Tech
Copyright-Free Music for Content Creators with Audrey Marshall

Tiaras and Tech

Play Episode Listen Later Sep 6, 2022 47:59


In this episode of the Tiaras and Tech podcast about women in tech, Shelley Benhoff talks to Audrey Marshall on the topic of Copyright Free Music for Content Creators. Shelley is a Business Owner, Author, and Professional Speaker. She is also a Sitecore Technology MVP with experience as a Lead Developer for many years. Intro Hello Gems! Welcome to another episode of Tiaras and Tech. I'm your host, Shelley Benhoff, and today I'm talking to Audrey Marshall, COO, and Co-Founder of Thematic. We talked about how thematic offers a copyright-free experience for content creators, supports new music artists, and her thoughts on how people often find it surprising that she's in tech. Without further ado, onto the episode! Connect with Audrey! https://twitter.com/hellothematic https://www.instagram.com/hellothematic https://www.linkedin.com/company/thematicinc https://www.linkedin.com/in/audreymarshall https://www.youtube.com/channel/UCyhT_mKElaMJjFLHwSZFTrQ https://hellothematic.com Connect with Shelley! https://twitter.com/sbenhoff https://pluralsight.pxf.io/mgGLbO Tiaras and Tech is dedicated to providing inspiration for women & marginalized groups in tech. We aim to provide support, celebrate successes, & discuss how we're treated. Follow us! YouTube, Twitter, TikTok, Instagram @tiarasandtech tiarasandtech.com Tiaras and Tech is a HoffsTech production. Thank you to the team at HoffsTech, LLC for producing this episode! Theme music by Nobuo Uematsu and Juan Medrano https://ocremix.org/remix/OCR03610 --- Support this podcast: https://anchor.fm/tiaras-and-tech/support

Best New Ideas in Money
Investing in breakthrough technologies, breakfast and beyond

Best New Ideas in Money

Play Episode Listen Later Sep 1, 2022 22:23


Thematic exchange-traded funds, or ETFs, allow investors to bet on ideas and trends. How do the returns measure up? Learn more about your ad choices. Visit megaphone.fm/adchoices

Untucked
Untucked Episode 71

Untucked

Play Episode Listen Later Sep 1, 2022 51:04


1. Coach's Corner - Dying with Zero 2. Thematic investing 3. Manti Te'o documentary Top 5 foods you hate but are universally liked Enjoy!

Radio Campus France
INDIERE Thematic Podcast | Andraz Kajzer - MENT Festival

Radio Campus France

Play Episode Listen Later Aug 30, 2022 12:44


Andraz Kajzer is the co-founder, head of programme and artistic director for the MENT 2022 festival in Ljubljana, Slovenia. In this thematic podcast, he explains how he envisioned the line-up for the festival. He also breaks down the specificities of what a showcase festival is and what MENT has to offer to emerging artists and bands from both the mainstream and alternative scene. And he shares his vision and knowledge of the Slovenian music scene. https://www.ment.si/en/

The Profitable Musician Show
79. Connecting Music Artists & Content Creators Through Thematic With Audrey Marshall

The Profitable Musician Show

Play Episode Listen Later Aug 30, 2022 48:00


Do you have a great video of your beach day but just can't find a good song to use without getting charged for copyright? Or are you the music artist with a lot of great songs but just can't figure out how to get them out there? Thematic is IT for you! In this episode, the Co-Founder & COO of Thematic, Audrey Marshall, tells us about how their platform connects music artists to video content creators, allowing them to get their songs featured and build their fan base. At the same time, providing content creators access to songs that they can easily filter and match to video themes without having to worry about copyrights. Don't miss out, tune in, and find out how you can collaborate with the most talented artists today!

Radio Campus France
INDIERE Thematic Podcast | Becci Scotcher (PRS Foundation, UK) & Neus Lopez (Initiative Musik, DE)

Radio Campus France

Play Episode Listen Later Aug 30, 2022 13:33


Becci & Neus : In this thematic podcast, Becci Scotcher (PRS Foundation, UK) and Neus Lopez (Initiative Musik, DE) talk about music export strategies in the music industry. They were part of the line-up of experts that gave conferences during the MENT 2022 festival in Ljubljana, Slovenia. They explain how music export can be important to further an artist's career. They also touch onto the parameters that help to establish a business plan to help an artist find an audience abroad. https://prsfoundation.com/ https://www.initiative-musik.de/ https://www.ment.si/en/speakers/

ETF Edge
Markets Post-Powell & Tracking Thematic Trends 8/29/22

ETF Edge

Play Episode Listen Later Aug 29, 2022 23:20


CNBC's Bob Pisani spoke with Dave Nadig, Financial Futurist at Vetta-Fi and Wes Crill, Head of Investment Strategists at Dimensional Fund Advisors. As the sell-off spills over from last week, they discussed how to navigate the choppy market terrain post-Powell – plus, the case for global diversification and China, why the run in value stocks is not over, and what's so right – and wrong – about the single stock ETF craze. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Wes Crill from Dimensional Fund Advisors.

GAINcast with Vern Gambetta
249: The training session

GAINcast with Vern Gambetta

Play Episode Listen Later Aug 22, 2022 27:33


The individual session is the core element of training. It is how coaches deliver their programs, build athletes, and connect with people. On this week's GAINcast we look in detail about how we can rethink and improve upon training session and microcycle design. For more information on this topic, read the complete show notes at: https://www.hmmrmedia.com/2022/08/gaincast-episode-249-the-training-session/ The following links were referenced in the podcast or provide some additional reading material on the topic: Further reading The following links were referenced in the podcast or provide some additional reading material on the topic: The GAINcast is sponsored by GAIN. Prior GAIN attendees can renew their membership to get continued access to the GAIN library and this year's talks. If you haven't been to GAIN before, sign up for the GAIN Master Class series for access to 24 in-depth lectures on a variety of athletic development topics. We're also brought to you by HMMR Media. Join HMMR Media to get access to a vast library of online training resources, video, articles, podcasts, and more. For some example of how session design looks in practice, check out the various training programs available in the HMMR Classroom, including speed, middle distance, and strength programs from Vern. Vern has also written about thoughts on planning a training session. For more on this topic, listen to our recent GAINcast 247 on process. On GAINcast 113 we also looked at training session management, and GAINcast 137 explored the microcycle. Jumps coach Jeremy Fischer provided a great example of how he tailors the warmup to the goal of the session on GAINcast 242. Using microdosing or multiple training sessions in a day is a topic that we covered in GAINcast 146. Our February 2021 site theme was also microdosing, with many articles and videos prepared on the topic. Short simple sessions are also at the core of Anatiloy Bondarchuk's approach to training, which we outline in Video Lesson 1 in the HMMR Classroom. Thematic training is something Nick Garcia has shared a lot about on this site. For an introduction to the topic, look at this article on strength training templates.

PRI Podcasts
Thematic ESG investing in the US municipal bond market

PRI Podcasts

Play Episode Listen Later Aug 22, 2022 20:31


In this episode of the PRI podcast, Jasper Cox, Investment Practices Analyst at the PRI, speaks with Christian Leveque, Municipal Portfolio Manager and Strategist at Payden & Rygel, and Ruth Ducret, Senior Analyst, Municipal Research at Breckinridge Capital Advisors   State and local governments in the US have a critical role to play in tackling environmental and social challenges.   In turn, the investors who lend to these administrations through buying municipal (muni) bonds can contribute to the solutions. Some muni bond issuers have also started selling labelled bonds that earmark proceeds for green or social projects.   This podcast explores how sustainability outcomes can be factored into muni bond investment decisions, and what the role of labelled bonds is in this market. Find the podcast transcript here: https://bit.ly/3AC6zBh

Reel Deep Dive
Legends of the Hidden Temple (1993-95)

Reel Deep Dive

Play Episode Listen Later Aug 14, 2022 30:01


Following the smash success of Double Dare, children's cable network Nickelodeon produced a flurry of game shows over the course of the next decade and a half. Legends of the Hidden Temple, like most of these programs, imitated Double Dare's blend of trivia questions and obstacle course challenges. However, as one would likely infer based on the title of the program, Legends of the Hidden Temple framed itself in the aesthetic of "lost world" adventure romances like King Solomon's Mines, The Man Who Would Be King, and Raiders of the Lost Ark. Included among the show's elaborate set pieces were a complex temple maze, terrifying hidden guards, and a lovable talking stone head named Olmec. Ryan is joined by Sylvan and Cheryl for a discussion of this idiosyncratic example of early-90's children's programming. Thematic talking points touch upon the endurance of game shows across the history of television, the cultural subtext and questionable historicity inherent in the genre that Legends of the Hidden Temple lifts its general vibe from, why the physical challenges on the show were so difficult, which teams on Legends of the Hidden Temple performed the best, and how frustrating it is to watch children struggle with The Shrine of the Silver Monkey. Naturally, Ryan, Sylvan, and Cheryl also talk about their favorite teams (Ryan is partial to the Green Monkeys). --- Support this podcast: https://anchor.fm/ryan-valentine3/support

Exchange Traded Fridays
8/12/2022: Schwab Launches First Thematic ETF, a Crypto Fund

Exchange Traded Fridays

Play Episode Listen Later Aug 12, 2022 15:56 Transcription Available


Heather Bell and Sumit Roy are joined by Schwab's David Botset to discuss the issuer's newest fund.

Get Started Investing
Thematic ETFs: Finding ETFs for a changing world

Get Started Investing

Play Episode Listen Later Aug 8, 2022 17:24


Australia's premier science organisation - the CSIRO - has published their once-in-a-decade report ‘Our Future World'. Identifies seven global megatrends that quote “hold the key to the challenges and opportunities ahead”. The 7 megatrends identified in the report are, Adapting to a changing climate, Leaner, cleaner and greener, The escalating health imperative, Geopolitical shifts, Diving into digital, Increasingly autonomous, and, Unlocking the human dimension.In this short 17 minute episode Bryce and Alec guide you through step-by-step, how to identify ETF's within these 7 megatrends. FINFESTCalling all bulls, bears and party animals.The market's closed and the bar is open. Come and trade ideas at Australia's biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, DJs and booze, it's an inspiring and empowering event for investors of any level of experience.Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.Equity Mates' FinFest, powered by Stake****Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.Want more Equity Mates? Come to our website and explore! You'll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Get Started Investing is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Get Started Investing are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Get Started Investing is part of the Acast Creator Network. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Magic of the Spheres Podcast
Mars Retrograde in Gemini 2022 - a Thematic Overview

Magic of the Spheres Podcast

Play Episode Listen Later Aug 8, 2022 50:11


On episode 191, Sabrina presents a thematic overview of the seven month transit of Mars in Gemini, including the Mars retrograde.MENTIONED:Web article on this transit: https://monarchastrology.com/2022/08/05/mars-retrograde-in-gemini-2022-a-thematic-overview/✨

CruxCasts
Prepare to Invest in Supercycle Mining Thematic

CruxCasts

Play Episode Listen Later Aug 5, 2022 33:48


Cycles come and go, but when a supercycle arrives, it arrives quickly. So you need know when and where to put your money. These 2 CEOs discuss the economy, the markets, past and present, and how to view investment opportunities. For investors new to investing in mining, you'll pick up quite a few insights and actionable advice.

Millennial Investing - The Investor’s Podcast Network
MI203: Megatrends & Thematic ETFs w/ Jay Jacobs

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 4, 2022 40:41


IN THIS EPISODE, YOU'LL LEARN:01:56 - What thematics are and why investors should care about them.08:08 - How investors should think about investing in an emerging trend.21:06 - Why Jay is bullish on infrastructure and why now is a great time to invest in infrastructure specifically. 29:04 - The role governments play in the infrastructure megatrend.34:55 - Jay's thoughts on investing in robotics and artificial intelligence.37:24 - Which industries are most impacted by the trend towards robotics.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESiShares Megatrends.iShares Infrastructure ETF.iShares Robotics and Artificial Intelligence ETF.Follow Jay on Twitter.Follow Clay on Twitter and Instagram.Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: Investing in China & Emerging Industries w/ Simon Erickson - MI118.Related episode: Investing in the Metaverse and Technology Trends w/ Beth Kindig - MI144.Get a FREE audiobook from Audible.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. https://avast.com/Help protect your family's financial future with TD Term Life Insurance.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.New to the show? Check out our Millennial Investing Starter Packs.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Daily Tech Headlines
Twitter Testing Thematic Audio Stations in Spaces – DTH

Daily Tech Headlines

Play Episode Listen Later Aug 4, 2022


Twitter reportedly began testing thematic audio stations in Spaces, GM will double the size of its Super Cruise Network by the end of 2022, and Activision Blizzard and NetEase end development on a World of Warcraft mobile title. MP3 Please SUBSCRIBE HERE. You can get an ad-free feed of Daily Tech Headlines for $3 aContinue reading "Twitter Testing Thematic Audio Stations in Spaces – DTH"

Stocks for Beginners
QUICK TIP - Are thematic ETFs Like the Railroads and Telegraph?

Stocks for Beginners

Play Episode Listen Later Jul 29, 2022 7:19


In the US alone, the ETF sector has exploded into a $5 trillion industry. The number of funds has blossomed, which means that there are many funds that offer increasing specificity and focus. Thematic ETFs aim to isolate a target niche of the market. They can be narrow or relatively broad in scope. Many offer exposure to sectors that have been previously unavailable to retail investors. And often they are created to respond to investing fashions.In this Quick Tip, Morningstar Product Manager Mark Lamonica explains how thematic ETFs can often be compared to the telegraph (the Victorian Internet), railroads and fibre optics. At the time they had a compelling story, but the businesses that benefited from them were not necessarily the ones providing them. I love hearing strongly held opinions and it's worthwhile for beginners to understand that you are often being marketed to, rather than being provided with options to increase your investment returns.The complete episode and blog post can be found here: https://www.stocksforbeginners.net/blog/morningstarPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

Reel Deep Dive
Key Episodes: Primal Season 1 (2019-2020)

Reel Deep Dive

Play Episode Listen Later Jul 24, 2022 34:58


While releasing the long-delayed final season of Samurai Jack, animator Genndy Tartakovsky was surprised by how much viewers loved the lengthy stretches that presented action and/or contemplation without any dialogue. This energized him to dust off an old idea and refurbish it as Primal, an adult animated fantasy series centering upon the unlikely partnership between a Neanderthal and a Tyrannosaurus. The duo (named Spear and Fang in the show's scripts) were united by mutual loss and most of their stories hinge upon a desperate bid to survive in a deeply hostile world. Ryan is joined by Cheryl and Sylvan for a look at four episodes from the first season of this intense and kinetic program. Thematic topics include fridging, adolescent fantasy, found family, survivor's guilt, what Primal borrows from the silent film era, the lack of storytelling diversity in North American animation, and all the ways that the universe wants to kill us. --- Support this podcast: https://anchor.fm/ryan-valentine3/support

Now that's Significant
Using AI to understand 1000s of online reviews & align the company on what matters

Now that's Significant

Play Episode Listen Later Jul 18, 2022 23:08


In this episode of Now that's Significant, a market research podcast, we welcome on the show Horst Feldhaeuser, Group Services Director at Infotools and Alyona Medelyan, CEO and co-founder of Thematic. Horst and Alyona take the reins of this show, presenting their paper from the 2022 Research Association of New Zealand Conference: AI – friend of foe? Their paper delves into a joint project they were involved in, using AI to find insights from online reviews of Coca-Cola, the world's largest soft drinks manufacturer. Enjoy the show

Theology Central
Bible Study: Thematic Method

Theology Central

Play Episode Listen Later Jul 13, 2022 60:58


We take some time to learn the thematic method of bible study

UBS On-Air
Top of the Morning: Thematic investing for the current environment

UBS On-Air

Play Episode Listen Later Jun 23, 2022 12:18


Our conversation turns focus back to thematic investing as my guest highlights the long term investment themes on the radar of the Chief Investment Office and how these themes might be impacted by the current market environment. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The Screenwriting Life with Meg LeFauve and Lorien McKenna
90 | Finding The Thematic “Thesis Statement” Of Your Script w/ Maggie Cohn

The Screenwriting Life with Meg LeFauve and Lorien McKenna

Play Episode Listen Later Jun 9, 2022 50:08 Very Popular


Maggie Cohn and her co-showrunner Antonio Campos knew that in adapting one of the most popular documentaries of all time (The Staircase), they had to have their own fresh take. And in finding this, Maggie discovered that she uncovered a unifying “thesis statement” to keep her story and emotional thematic on rails as they wrote. It's a fascinating conversation, and we hope you enjoy it! --- Support this podcast: https://anchor.fm/thescreenwritinglife/support