Podcasts about tmt

迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫盘点三次A股大牛市，我有了一些经验和感悟，来自超级定投家主理人。自2000年以来，A股市场上曾经历过3次主要的牛市，分别在2005-2007年、2014-2015年、2019-2021年。今年6月底以来，A股表现持续强势，这几天也站上了3600点的高地。在这个时间点上，或许大家都有点心潮澎湃，但也不免有些忐忑：这轮行情究竟能走多远？想要回答这个问题，不妨先从历史经验中寻找答案。因此今天来复盘A股过去的3次大牛市带来了哪些宝贵的经验和前瞻，以及本次行情下我们的一些感悟。今天的内容全是干货、满满回忆，无论你是刚入市的新手，还是经历过几轮牛熊的老股民，都可以来再次回顾、总结下当时的市场。1、3次大牛市复盘回顾前三次大牛的行情，我们可以发现领涨的、跟涨的、以及不怎么涨的行业，都各有差异：例如，在05-07年涨幅排在倒数的计算机行业，在14-15年却是领涨的第一名；而在14-15年排名倒数的食品饮料，在19-21年则是绝对的排头兵。这种行业表现上的差异，本质上都在于，每一轮牛市背后的驱动因素不同。每一次行情里，在宏观经济、市场政策、产业面发展情况等方向上，都有很大的不同。第一轮牛市：2005年-2007年从宏观上来看，当时的经济，正处于一种内生性的高速发展。自2001年中国加入世界贸易组织后，强劲的出口，为我们国家的各大企业带来了可观的盈利，名义 G D P 增速持续保持两位数增长，企业盈利与宏观经济同步改善为股市提供了较好的基本面支撑；当时的货币和财政政策并没有特别宽松的扶持。在2005年，政策面上也迎来了重大转机，也是启动行情的重要因素：股权分置改革+浮动汇率制度。2005年4月的股权分置改革，代表了一个更流通的市场。这个名词大家可能经常听说，但不太清楚它的具体意思和现实意义。简单来说，在改革之前，A股上市公司的股份被分成两类：- 流通股：社会公众持有，可自由交易，也就是股市上主要交易的股份类别，不过占总股本的比例较少。- 非流通股：国有股、法人股为主，暂不上市，占总股本的比例较多。这种制度形成的原因，主要是90年代证券市场初创时，为避免国有资产流失而规定的。但它也有一些不太完善的地方，例如：- 非流通股的成本很低（比如1元），而流通股成本较高（在股市里买入的，一般都比1元贵不少），但拿到的分红是一样的，这就带来了收益分配的问题，流通股的吸引力明显不高；- 非流通股不会因为股价波动而影响自身利益，但又占股东的大多数，具有决策权，这就导致了决策者的利益捆绑不足；- 与国外发达市场的全流通制度差异较大，资本市场的开放程度不足。总而言之，股权分置改革的核心，就是消除流通股和非流通股的制度差异，尽量建立全流通的市场。具体的措施有很多，我们不需要全部了解，只需要知道结果是：在改革之后，两种股的股东权益比之前更加平等了，可以在A股市场交易的流通股的吸引力大大增加。2005年7月的浮动汇率制度，代表着中国资产吸引力加强2005年7月之前的一段时间，人民币的汇率管控是相对严格的，基本上固定在1美对应8.23人民币左右。但当时，中国的出口贸易已经进入高速发展期了，外汇储备很多，人民币有比较强的升值动力，因此从2005年7月开始，央妈放松了汇率管控，让人民币汇率更加市场化。这样的结果是，处于高速发展期的中国资产吸引力很强，人民币汇率快速升值，也吸引了许多外资的投资兴趣。总结来看，这波行情，是坚实的基本面高速发展+两个非常重要的政策改革所带动的。现在，我们回到A股市场上：1. 当时市场情绪回暖，券商受益于交投活跃度增加，佣金收入大幅增长，板块率先开启上涨。2. 顺周期属性最强的银行和地产也跟进领涨。3. 经济持续上行，推动钢铁、有色金属等周期行业接力。不过，需要单独提一下，本轮行情中TMT板块看起来是表现较弱的，传媒、计算机、通信、电子恰好都垫底，而这主要是因为，那个时点我们的科技公司基本还都处于起步阶段，相对竞争力较弱。第二轮牛市：2014年-2015年在经历了十年左右的高速发展期之后，国内经济增长出现减缓，GDP季度增速下滑明显。作为应对措施的一部分，央行采取了宽松的货币政策：在2014年到2015年连续6次降息，并进行了3次降准，累计降准幅度达250BP。此外，2014年5月国家重磅发布资本市场政策“新国九条”，其中与股市相关的重要内容包括：- 推进股票发行的注册制改革，加大股权融资比例，重启IPO；- 开通沪港通渠道，扩大资本市场的开放。- 这些因素加在一起，导致了这样的现象：打新收益比较高+沪港通开通后市场情绪不错，吸引了许多散户入场；央行连续降息背景下，融资利率较低——融资加杠杆炒股，成为了当时比较常见的事情。截止到2014年末，融资融券规模破万亿（年初为3.5千亿，翻了三倍），2015年5月破2万亿，这也是一个到现在都没有再破过的记录。所以这一轮，也被很多人称为“杠杆牛”。我们再看回A股市场上：1. 当时市场的典型特征是交易活跃、两融等杠杆比较高，直接受益于此的券商行业走出领涨，开启年末单月翻倍的“狂飙”模式。2. 军工、银行、钢铁等板块后续也有显著表现。3. 2015年3月两会正式提出“互联网+”后，点燃了科创概念，TMT板块接力上涨。但，本轮行情中，消费相对较弱，食品饮料和美容护理在各行业中涨幅垫底。第三轮牛市：2019年-2021年受国内经济新旧动能转换+与美国第一轮贸易战的影响，国内经济增速有所放缓，社融增速有所下滑；在2020年新冠疫情刚爆发的一段时间，经济也面临了比较大的压力挑战。所以，为了应对经济内生性增速下降+新冠疫情的影响，央妈持续采取着宽松的货币政策。在2019年到2021年之间，央行连续四次降准，累积幅度达200BP（有点梦回2015年），连续三次降息，MLF由3.3%降至2.95。而且，那个时候的财政政策应对也是比较积极的。2019年3月两会推出大幅减税政策，强化了企业盈利改善的信心；2020年为尽快从疫情影响中复苏，政府开始大量发债。在内忧外患下，货币和财政政策都在积极大力宽松以扶持中国经济，带动基本面走好。而在资本市场上，其实还有一个重要的原因：2018年的资管新规推出后，非标投资（也就是非标准化债权类资产）受到严格限制，许多资金在原本投资到期后，就需要做别的配置。这时候，公募基金凭借信息透明、监管规范的优势，再加上互联网销售平台的助力，很大程度上接住了这一波资金。随着公募基金在市场中的影响力越来越大，甚至成为影响资产价格的重要边际力量，市场上表现比较好的行业，往往就是公募基金重点持仓的行业了。1. 2019年：科技股（计算机、电子）和消费股（白酒）领涨市场。2. 2020年初：疫情爆发后，医药板块接力上涨行情。3. 2020年9月：随着碳中和政策正式提出，也有多家龙头企业在技术和市场上取得突破，开启新能源产业趋势行情，电力设备、汽车行业表现亮眼。而本轮行情中周期股表现相对较弱，与公募基金低配周期板块有关。2、5个问题，看看现在的市场情况回顾完前三次的上涨行情后，我们再来看看当前市场情况如何。第一，经济基本面？——弱复苏是当前的主线目前工业生产和出口仍然有韧性，但内生融资需求仍不强，地产数据未有明显好转，物价持续偏弱，预计下半年维持弱复苏格局。第二，货币政策？——持续宽松2024年以来，央行降准三次，累计幅度150BP，降息三次，7天逆回购利率降至1.40%，创历史新低，带动贷款和存款利率同步下行，并创设货币政策创新工具（互换便利、回购增持再贷款）等。整体来看，央妈对实体经济和资本市场的流动性，都有比较强的呵护。第三，财政政策？——更加积极宽松2024年12月的中央经济工作会议上，首次提出“实施更加积极的财政政策”，25年3月的两会上将财政赤字率从去年的3%提高至4%，并持续扩大政府债券规模。第四，资本市场政策？—— 9 2 4 组合拳+反内卷去年924国新办上，央妈+财爸+证监会的三部门政策组合拳，毫无疑问是近几年“最靓的仔”。配合“国家队”的持续买入，体现了极强的稳住股市的政策意愿，极大扭转了之前市场的悲观预期，股市快速止跌反弹。近期的“反内卷”政策，虽然严格意义上不算资本市场政策，不过由于其涉及各行各业的基本面改善预期，直指当前经济中最重要的“通缩”问题，因而也带动了很强的市场情绪。此外，今年以来，在AI、创新药等科技领域的新兴产业，频频有重大技术突破发生，对于市场情绪也有重要的提振效果。第五，那现在的市场及板块情况呢？自从2024年9月末以来，A股市场已经离开了先前的疲弱态势，开启了上行的趋势。从板块启动顺序来看：2024年9月24日-2024年年底1. 政策组合拳后，券商作为习惯上的“牛市旗手”，又成为涨幅第一的板块；2. 政策利好比较多、且前期已经经过深度调整的房地产随后跟上；3. 商贸零售受到以旧换新政策的利好，在2024年四季度领涨；4. TMT板块也受益于风险偏好提升，受到资金青睐，涨幅也不错。2025年年初至今1. 行情呈现着比较明显的“哑铃”结构；2. 哑铃进攻的一端，是产业热点频出的高科技行业。从春节前后的DeepSeek、春晚机器人跳舞带来的TMT行情，到二季度大爆发的创新药产业行情，都曾经带领整个行业跑出一个月25%以上的夸张涨幅。全球地缘冲突升温的背景下，军工也有着不错的表现；3. 哑铃防守的一端，则是受益于金价猛涨的有色金属板块，以及资产荒背景下、以银行为典型的高股息主题；4. 7月以来，反内卷政策持续提出和落地，以钢铁、建材、煤炭等为代表的顺周期资源品板块领涨。不过，如果从今年4月8日开始计算的话，食品饮料和公用事业表现相对弱一些。3、关于未来，我们的几点感悟7月以来，大A确实很猛，一周稳住3500点，现在又开始在3600点关口上下反复博弈，市场情绪明显升温。但复盘完A股的3次大牛市，我反而有了另一些感悟：1. 没有永恒的“领涨板块”，只有不断轮动的市场风格三轮牛市，每次领涨的行业都截然不同——2005-2007年是金融地产，2014-2015年是券商和TMT，2019-2021年则轮到了消费和新能源。而那些曾经表现不佳的板块（比如2005年的计算机、2015年的食品饮料），后来却成了另一轮行情的主角。2. 牛市中市场情绪很重要，但基本面的驱动力也不可忽视每一轮牛市都伴随着高涨的市场情绪，但真正决定行情持续性的，始终是基本面支撑。经济高增长、政策宽松、产业升级，这些都是实实在在的驱动力。3. 市场永远在变，只要你的投资框架架得够稳，就有可能抓住更多胜率与其纠结“是不是牛市起点”，不如踏踏实实做另一件更关键的事：构建一个攻守兼备的组合——例如“哑铃结构”配置。根据上文的复盘，本轮行情，与此前的几次相比，还是有一些不同的地方。一个是，本轮行情中行业轮动速度非常快，而且科技成长板块热度很高，主要包括创新药、人形机器人、AI、军工等频频有突破性的产业热点推出的行业。——这指向的是，高科技行业可能成为未来行情的“旗手”。另一个是，本轮行情处在非常低利率、城投债融资减少的资产荒环境下，这是前几轮行情都没有的。目前10年期国债收益率已经回落到1.7%的较低水平，信用利差和期限利差也处在历史低位，以保险机构为典型的资产荒情况持续。——这指向的是，股票中的红利主题，很可能成为债券等固收类资产的替代选择，可能也会在资金持续流入下，带动一些行情。因此，攻受兼备的哑铃策略或许更适合现在这样一个快速轮动的行情。到这里，我们的框架基本就搭建出来了：- 攻的方面，关注产业热点频出的高科技类成长赛道；- 守的方面，酌情去配置一些高分红的红利主题；- 此外，结合产业趋势、性价比和市场情绪的微观差异，布局细分方向，灵活把握市场轮动机会，是更精细化的投资方向。总结一句话：牛市与否现在还不知道，但一个攻守兼备的策略，能让你在不确定性中握有更多主动权，这才是当下最该做的事。

¡Buenos días con energía! ⏰ Miguel Ángel González Suárez te presenta el Informativo de Primera Hora en 'El Remate', el programa matinal de La Diez Capital Radio que arranca tu día con: 📰 Las noticias más relevantes de Canarias, España y el mundo, analizadas con rigor y claridad. Los titulares de hace 2 años: España supera por primera vez los 21 millones de ocupados...y hoy dos años después: España supera por primera vez los 22 millones de trabajadores. De 1 de enero de 2023 a 1 de enero de 2025: Población en 2023: 48.085.361 habitantes. Población en 2025: 49.077.984 habitantes. Aumento total: +992.623 personas. Porcentaje de crecimiento: aproximadamente +2,06 %. Hoy se cumplen 1.251 días del cruel ataque e invasión de Rusia a Ucrania. 3 años y 144 días. Hoy es lunes 28 de julio de 2025. Día Mundial contra la Hepatitis. El objetivo de esta fecha es impulsar a nivel mundial todas las iniciativas y estrategias que pueda realizar el sector salud en contra de las hepatitis víricas.. Se estima que en el año 2015 había aproximadamente 250 millones de casos de hepatitis B en el mundo, principalmente en países como África subsahariana, Asia y las islas del Pacífico. Aunque hoy en día también ha proliferado esta afección en regiones de América del Sur, las zonas sur de Europa central y oriental, Asia y el Medio Oriente. Con la celebración de este día, la OMS se ha planteado alcanzar varios objetivos a nivel mundial, entre los que se encuentra, el reducir en un 90% la probabilidad de nuevas infecciones de hepatitis en cualquiera de sus presentaciones A, B,C, D o E y evitar el 65% de las muertes que acarrean año tras año el contagio de hepatitis vírica. La hepatitis vírica es una infección que produce una inflamación aguda en el hígado. Existen 5 virus diferentes de la hepatitis, cada uno catalogado con una letra del alfabeto diferente y mientras más alejado de la A se encuentre mayor es el riesgo que acarrea la infección. En la mayoría de los casos, la inflamación del hígado comienza de forma súbita y solo dura unas pocas semanas. La forma más común de contraer esta enfermedad, es insertando en nuestro cuerpo algún objeto contaminado con sangre de alguien que ya posee el virus, cosa que ocurre mucho en personas que se tatúan, se hacen piercing en el cuerpo, tienen varias parejas sexuales o comparten agujas para inyectarse drogas o cualquier otra sustancia en el cuerpo. 1907.- El coronel británico Robert Baden-Powell funda los "boy scouts". Tal día como hoy, 28 de julio de 1914 da comienzo la Primera Guerra Mundial, que se produce tras el asesinato del archiduque Franz Ferdinand, heredero al trono austrohúngaro, por Gavrilo Princip. A raíz de esto Austria-Hungría declaró la guerra a Serbia, y en un mes los países de toda Europa habían formado alianzas y habían declarado la guerra a otras alianzas. 1921.-Hitler se convierte en el líder del Partido Nacional de los Trabajadores Alemanes (Partido Nazi). 1954.- Se publica "La Comunidad del Anillo", primer volumen de la trilogía "El Señor de los Anillos" de J.R.R Tolkien. 1957.- Nace el Organismo Internacional de la Energía Atómica (OIEA), dependiente de la ONU. 1981.- Boda del Príncipe Carlos de Inglaterra con Diana Spencer. 1987.- Margaret Thatcher y Francois Mitterrand firman en París el acuerdo para la construcción de un túnel bajo el Canal de la Mancha, que enlazará Gran Bretaña con Francia. 1998.- El Tribunal Supremo condena a la dirección de Interior del primer Gobierno socialista por organizar, autorizar y financiar en 1983 el secuestro de Segundo Marey. 2002.- Entra en vigor en Madrid la Ley de Drogodependencias conocida como "ley del botellón" que prohíbe beber alcohol en la calle. Santos Marta, Serafina, Beatriz, Simplicio, Faustino y Eugenio. Israel abrirá hoy corredores humanitarios en Gaza entre advertencias de hambruna. Tailandia y Camboya muestran su apoyo al alto el fuego respaldado por EE.UU. Trump y Von der Leyen acuerdan aplicar aranceles del 15% a las exportaciones de la UE y compras masivas de energía. Los audios de Koldo revelan sus gestiones para distintas federaciones socialistas y su antipatía por Pablo Iglesias. Desesperación en el sector pesquero canario por otro retraso en el pago de ayudas europeas. El director general de Pesca pospone la fecha prevista para transferir los apoyos de 2022, hasta 8,3 millones de euros; ya no se hará este julio, sino a partir de agosto; las demoras desconciertan a pescadores y acuicultores, los primeros con bajos ingresos por la mala campaña actual. Román Rodríguez y Carmelo Ramírez dejan paso a la renovación en la dirección de NC. En la presentación de su informe de gestión al sexto congreso nacional del partido, Rodríguez ha dicho que ni él ni Ramírez encabezarán ninguna candidatura, tras 40 años juntos en política. NC elige a Luis Campos secretario general; Rodríguez y Ramírez siguen en la dirección. Campos ha considerado que fue "un gesto de generosidad" el de Román Rodríguez y Carmelo Ramírez. Los empresarios de La Palma, “decepcionados con el engaño” de los 400 millones del TMT: “Menos humo y más acciones reales” Reclaman que “el Gobierno de España, si de verdad quiere ayudar a la isla, apruebe de forma inmediata la aplicación del 60% de bonificación del IRPF para los residentes palmeros, una medida comprometida y aún sin ejecutar con la agilidad que exige la situación” El hotel Taoro reabre sus puertas 135 años después de su inauguración. La fecha elegida es el 15 de septiembre y coincide con el cumpleaños de Ágatha Christie, una de las celebridades que se alojó en el inmueble, que abrió en 1890, el año de su nacimiento. Llegan a El Hierro 47 personas migrantes a bordo de un cayuco Los controladores marítimos procedieron a movilizar a la salvamar Navia y a la LS Hades de Cruz Roja. El 28 de julio de 1956, Elvis Presley consigue su segundo número 1 con «I Want You, I Need You, I Love You»

Bienvenidos a La Diez Capital Radio! Están a punto de comenzar un nuevo episodio de nuestro Programa de Actualidad, donde la información, la formación y el entretenimiento se encuentran para ofrecerles lo mejor de las noticias y temas relevantes. Este programa, dirigido y presentado por Miguel Ángel González Suárez, es su ventana directa a los acontecimientos más importantes, así como a las historias que capturan la esencia de nuestro tiempo. A través de un enfoque dinámico y cercano, Miguel Ángel conecta con ustedes para proporcionar una experiencia informativa y envolvente. Desde análisis profundos hasta entrevistas exclusivas, cada emisión está diseñada para mantenerles al tanto, ofrecerles nuevos conocimientos y, por supuesto, entretenerlos. Para más detalles sobre el programa, visiten nuestra web en www.ladiez.es. - Buenos días con energía! ⏰ Miguel Ángel González Suárez te presenta el Informativo de Primera Hora en 'El Remate', el programa matinal de La Diez Capital Radio que arranca tu día con: Las noticias más relevantes de Canarias, España y el mundo, analizadas con rigor y claridad. Los titulares de hace 2 años: España supera por primera vez los 21 millones de ocupados...y hoy dos años después: España supera por primera vez los 22 millones de trabajadores. De 1 de enero de 2023 a 1 de enero de 2025: Población en 2023: 48.085.361 habitantes. Población en 2025: 49.077.984 habitantes. Aumento total: +992.623 personas. Porcentaje de crecimiento: aproximadamente +2,06 %. Hoy se cumplen 1.251 días del cruel ataque e invasión de Rusia a Ucrania. 3 años y 144 días. Hoy es lunes 28 de julio de 2025. Día Mundial contra la Hepatitis. El objetivo de esta fecha es impulsar a nivel mundial todas las iniciativas y estrategias que pueda realizar el sector salud en contra de las hepatitis víricas.. Se estima que en el año 2015 había aproximadamente 250 millones de casos de hepatitis B en el mundo, principalmente en países como África subsahariana, Asia y las islas del Pacífico. Aunque hoy en día también ha proliferado esta afección en regiones de América del Sur, las zonas sur de Europa central y oriental, Asia y el Medio Oriente. Con la celebración de este día, la OMS se ha planteado alcanzar varios objetivos a nivel mundial, entre los que se encuentra, el reducir en un 90% la probabilidad de nuevas infecciones de hepatitis en cualquiera de sus presentaciones A, B,C, D o E y evitar el 65% de las muertes que acarrean año tras año el contagio de hepatitis vírica. La hepatitis vírica es una infección que produce una inflamación aguda en el hígado. Existen 5 virus diferentes de la hepatitis, cada uno catalogado con una letra del alfabeto diferente y mientras más alejado de la A se encuentre mayor es el riesgo que acarrea la infección. En la mayoría de los casos, la inflamación del hígado comienza de forma súbita y solo dura unas pocas semanas. La forma más común de contraer esta enfermedad, es insertando en nuestro cuerpo algún objeto contaminado con sangre de alguien que ya posee el virus, cosa que ocurre mucho en personas que se tatúan, se hacen piercing en el cuerpo, tienen varias parejas sexuales o comparten agujas para inyectarse drogas o cualquier otra sustancia en el cuerpo. 1907.- El coronel británico Robert Baden-Powell funda los "boy scouts". Tal día como hoy, 28 de julio de 1914 da comienzo la Primera Guerra Mundial, que se produce tras el asesinato del archiduque Franz Ferdinand, heredero al trono austrohúngaro, por Gavrilo Princip. A raíz de esto Austria-Hungría declaró la guerra a Serbia, y en un mes los países de toda Europa habían formado alianzas y habían declarado la guerra a otras alianzas. 1921.-Hitler se convierte en el líder del Partido Nacional de los Trabajadores Alemanes (Partido Nazi). 1954.- Se publica "La Comunidad del Anillo", primer volumen de la trilogía "El Señor de los Anillos" de J.R.R Tolkien. 1957.- Nace el Organismo Internacional de la Energía Atómica (OIEA), dependiente de la ONU. 1981.- Boda del Príncipe Carlos de Inglaterra con Diana Spencer. 1987.- Margaret Thatcher y Francois Mitterrand firman en París el acuerdo para la construcción de un túnel bajo el Canal de la Mancha, que enlazará Gran Bretaña con Francia. 1998.- El Tribunal Supremo condena a la dirección de Interior del primer Gobierno socialista por organizar, autorizar y financiar en 1983 el secuestro de Segundo Marey. 2002.- Entra en vigor en Madrid la Ley de Drogodependencias conocida como "ley del botellón" que prohíbe beber alcohol en la calle. Santos Marta, Serafina, Beatriz, Simplicio, Faustino y Eugenio. Israel abrirá hoy corredores humanitarios en Gaza entre advertencias de hambruna. Tailandia y Camboya muestran su apoyo al alto el fuego respaldado por EE.UU. Trump y Von der Leyen acuerdan aplicar aranceles del 15% a las exportaciones de la UE y compras masivas de energía. Los audios de Koldo revelan sus gestiones para distintas federaciones socialistas y su antipatía por Pablo Iglesias. Desesperación en el sector pesquero canario por otro retraso en el pago de ayudas europeas. El director general de Pesca pospone la fecha prevista para transferir los apoyos de 2022, hasta 8,3 millones de euros; ya no se hará este julio, sino a partir de agosto; las demoras desconciertan a pescadores y acuicultores, los primeros con bajos ingresos por la mala campaña actual. Román Rodríguez y Carmelo Ramírez dejan paso a la renovación en la dirección de NC. En la presentación de su informe de gestión al sexto congreso nacional del partido, Rodríguez ha dicho que ni él ni Ramírez encabezarán ninguna candidatura, tras 40 años juntos en política. NC elige a Luis Campos secretario general; Rodríguez y Ramírez siguen en la dirección. Campos ha considerado que fue "un gesto de generosidad" el de Román Rodríguez y Carmelo Ramírez. Los empresarios de La Palma, “decepcionados con el engaño” de los 400 millones del TMT: “Menos humo y más acciones reales” Reclaman que “el Gobierno de España, si de verdad quiere ayudar a la isla, apruebe de forma inmediata la aplicación del 60% de bonificación del IRPF para los residentes palmeros, una medida comprometida y aún sin ejecutar con la agilidad que exige la situación” El hotel Taoro reabre sus puertas 135 años después de su inauguración. La fecha elegida es el 15 de septiembre y coincide con el cumpleaños de Ágatha Christie, una de las celebridades que se alojó en el inmueble, que abrió en 1890, el año de su nacimiento. Llegan a El Hierro 47 personas migrantes a bordo de un cayuco Los controladores marítimos procedieron a movilizar a la salvamar Navia y a la LS Hades de Cruz Roja. El 28 de julio de 1956, Elvis Presley consigue su segundo número 1 con «I Want You, I Need You, I Love You» - ¿Cansado de la actualidad políticamente correcta? En "El Número Uno", la sección diaria más esperada de 'El Remate' (La Diez Capital Radio), José Juan Pérez Capote —el periodista más socarrón y palmero de las ondas— te ofrece: Noticias analizadas con humor ácido (y algún que otro guiño a La Palma). Sátira inteligente que hasta los políticos seguirían... si tuvieran sentido del humor. "Veredictos Nº 1": ¿Quién se lleva el premio a "El Más Inenarrable del Día"? "No somos tertulia, somos terapia de risa... con datos reales" — J.J. Pérez Capote. ¿Te atreves a reírte de la realidad? Suscríbete y no te pierdas tu dosis diaria de ironía. - Juan Inurria, abogado experto y colaborador de 'El Remate', llega cada lunes con su análisis. La corrupción no es un accidente: es el sistema. Juan Inurria sostiene que la corrupción en España no es un fallo aislado, sino una consecuencia lógica del actual sistema de partidos. Las estructuras partidistas están diseñadas no para combatir la corrupción, sino para gestionarla y perpetuarla. Los partidos, jerárquicos y opacos, premian la lealtad por encima del mérito, mientras el sistema de listas cerradas, la financiación opaca y el reparto de cargos entre afines bloquea cualquier posibilidad real de control. La complicidad del poder económico, la pasividad institucional y una ciudadanía polarizada permiten que los escándalos se diluyan sin consecuencias. Inurria propone reformas profundas —listas abiertas, financiación pública controlada, auditorías independientes— pero advierte que no vendrán desde dentro del sistema. Porque, dice, la corrupción no es un accidente del sistema de partidos: es su razón de ser. - La tertulia más vibrante de Canarias llega a iVoox de la mano de 'El Remate' en La Diez Capital Radio. Cada semana, Rosi Rivero, Matías Hernández y Antonio Aldana ponen sobre la mesa los temas que importan. La última tertulia de la temporada en "El Remate" empezó con nostalgia. Miguel Ángel González Suárez recordó que La Diez Capital Radio es de las pocas emisoras que mantiene programación local mientras otras "dan la palanca" y conectan con Madrid. El ambiente cambió cuando saltó el tema de la derrota española en penaltis. Pero lo que comenzó como análisis deportivo derivó hacia territorio polémico: ¿por qué en el fútbol femenino "todo son chicas" - árbitras, comentaristas, entrenadoras? La controversia estalló al cuestionar por qué las entrenadoras se visten "como marimachos con traje", imitando el estilo masculino. Rosi Rivero defendió con firmeza que una mujer puede llevar traje sin perder feminidad, mientras los tertulianos debatían sobre representación y roles de género en el deporte. Cada uno aportó su perspectiva sobre un tema que claramente tocaba fibras sensibles. Para bajar la temperatura, González Suárez introdujo una curiosidad local: el Hotel Taoro reabrirá el 15 de septiembre tras 135 años cerrado, fecha elegida por el cumpleaños de Agatha Christie. La escritora estuvo diez días en el hotel antes de trasladarse tres meses a Las Palmas. El misterio quedó flotando: ¿por qué Christie abandonó Puerto de la Cruz tan pronto? Los tertulianos especularon pero mantuvieron el suspense, invitando a los oyentes a sacar sus propias conclusiones. Así se despidió hasta septiembre una tertulia que cumple su promesa: no dejar indiferente a nadie, mezclando actualidad candente con historias que definen la identidad canaria. - El Burgado | Deporte, Actualidad y Opinión con Rita Media y Gabriel Suárez El Burgado regresa con una hora de información, análisis y voces relevantes, en un formato ágil y cercano. - La tertulia más vibrante de Canarias llega a iVoox de la mano de 'El Remate' en La Diez Capital Radio. Cada semana, Rosi Rivero, Matías Hernández y Antonio Aldana ponen sobre la mesa los temas que importan. La última tertulia de la temporada en "El Remate" empezó con nostalgia. Miguel Ángel González Suárez recordó que La Diez Capital Radio es de las pocas emisoras que mantiene programación local mientras otras "dan la palanca" y conectan con Madrid. El ambiente cambió cuando saltó el tema de la derrota española en penaltis. Pero lo que comenzó como análisis deportivo derivó hacia territorio polémico: ¿por qué en el fútbol femenino "todo son chicas" - árbitras, comentaristas, entrenadoras? La controversia estalló al cuestionar por qué las entrenadoras se visten "como marimachos con traje", imitando el estilo masculino. Rosi Rivero defendió con firmeza que una mujer puede llevar traje sin perder feminidad, mientras los tertulianos debatían sobre representación y roles de género en el deporte. Cada uno aportó su perspectiva sobre un tema que claramente tocaba fibras sensibles. Para bajar la temperatura, González Suárez introdujo una curiosidad local: el Hotel Taoro reabrirá el 15 de septiembre tras 135 años cerrado, fecha elegida por el cumpleaños de Agatha Christie. La escritora estuvo diez días en el hotel antes de trasladarse tres meses a Las Palmas. El misterio quedó flotando: ¿por qué Christie abandonó Puerto de la Cruz tan pronto? Los tertulianos especularon pero mantuvieron el suspense, invitando a los oyentes a sacar sus propias conclusiones. Así se despidió hasta septiembre una tertulia que cumple su promesa: no dejar indiferente a nadie, mezclando actualidad candente con historias que definen la identidad canaria. - Evento especial de análisis multidisciplinar sobre el impacto del turismo de masas en Canarias, con expertos de primer nivel: Panel de especialistas: • Nona Perera Betancor (Arqueóloga) - "Patrimonio vs. Desarrollo: La erosión de nuestra memoria histórica" • Carlos Castilla Gutiérrez (Economista ULL) - "Los números rojos del 'todo incluido': ¿Quién gana realmente?" • Víctor Onésimo Martín (Geógrafo) - "Adeje como caso de estudio: La saturación tiene límites" • Pedro Luis Pérez de Paz (Botánico) - "Biodiversidad amenazada: Endemismos bajo el hormigón" • Rukaden (Dr. en Psicología) - "Síndrome del paraíso perdido: El malestar social invisible" El coste real del "éxito turístico": datos científicos vs. relato oficial. Alternativas económicas viables más allá del "sun & beach" Caso Adeje: De zona agrícola a modelo de insostenibilidad. 🌱 "No estamos contra el turismo, contra el turismo que nos mata" (Reflexión colectiva final)

Welcome to The Money Trench! This week, Mark is joined by Grace Meadows, Head of Music Minds Matter, the mental health charity supporting everyone who works in the music industry. From her roots as a music therapist to leading campaigns for Help Musicians and Music for Dementia, Grace has become a leading voice for mental health advocacy in the industry. The pair talk about the urgent mental health challenges facing artists, freelancers, and executives, the positive steps being made with initiatives like per diem payments for songwriters, and why fostering a culture of care is essential for the industry's long-term health. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. SOUNDON The Money Trench is sponsored by ⁠⁠⁠⁠SoundOn⁠⁠⁠⁠. TIXEL The Money Trench is sponsored by ⁠⁠⁠⁠Tixel⁠⁠⁠⁠. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠⁠⁠⁠SoundOn⁠⁠⁠⁠ ⁠⁠⁠⁠Tixel⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

This week we have a very special TMT for you guys. A Say What presented by Joey Vassallo himself. Joey came up with what he claims are the best questions ever. Carter and Cal play to see if Carter actually knows as much ball as he says he knows. Listen in for epic failure. At least for one side. Thanks so much for listening and be sure to subscribe and review! New Waterfowl Film out now! Flooded Timber Duck Hunting in Arkansas Stay comfortable, dry and warm: First Lite (Code MWF20) Go to OnXHunt to be better prepared for your hunt: OnX Learn more about better ammo: Migra Ammunitions Weatherby Sorix: Weatherby Support Conservation: DU (Code: Flyways) Stop saying "Huh?" with better hearing protection: Soundgear Real American Light Beer: Outlaw Beer Live Free: Turtlebox Add motion to your spread: Flashback Better Merch: /SHOP

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Welcome to The Money Trench! This week, Mark is joined by Tom Connaughton, former UK & Ireland MD at Spotify, now Partner and Senior Advisor at Canvas Music Distribution. From pirate radio and Sony Music, to MySpace, Vevo, and Spotify, Tom has lived through every twist in the digital music revolution. Now he's helping artists navigate a saturated market through boutique distribution and hands-on support. The pair catch up to reflect on Spotify's past and future, how independent distribution is evolving, and whether AI and 130,000 songs a day could break the system. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. SOUNDON The Money Trench is sponsored by ⁠⁠⁠SoundOn⁠⁠⁠. TIXEL The Money Trench is sponsored by ⁠⁠⁠Tixel⁠⁠⁠. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠⁠⁠SoundOn⁠⁠⁠ ⁠⁠⁠Tixel⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

LionTree's Alex Michael chats with journalist Tara Palmeri, who, after reporting for everyone from the New York Post, CNN, Politico, Puck and ABC News, has struck out on her own with her substack, “The Red Letter,” as well as “The Tara Palmeri Show” on YouTube. The pair explores the entrepreneurial landscape for journalists, and how the confluence of media influencers and hard news is shifting the center of power in the news industry.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of ASEAN Speaks, our chief Economist, Hak Bin Chua talks about Trump tariffs, and what our region has in store in terms of economics for the second half of the year. Hussaini Saifee, our TMT analyst comes in to talk about recent developments regarding the recent restriction of AI chips exports and what it would mean for data centres in Malaysia and Thailand. Our analyst from Vietnam, Mi Nguyen, recently initiates on Masan Group (MSN VN) and she explains what the company does, what key drivers she expects to drive stock price higher and any risks that could effect the stock.Our host Thilan also goes through takeaways from the recent investment conference held in Kuala Lumpur, Invest ASEAN, where the management for 8 Singapore companies came along to share about their respective strategies. Thilan also goes through our 10 top picks for Singapore.Edited by Xuan Hao, Dion, Abdullah, Bruce

Welcome to The Money Trench! This week, Mark is joined by Cliff Fluet, partner at Lewis Silkin, MD of Eleven Advisory, and now Chair of Music Technology UK. Cliff has spent decades helping artists, managers, rights holders, and tech companies navigate the complicated world of law, licensing, and innovation, from the rise of digital media, to the current era of generative AI. The pair chat about launching the first Music Tech UK Report, the real state of AI in music, the economic importance of catalogue acquisition, and what the future holds in terms of music technology. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. SOUNDON The Money Trench is sponsored by ⁠⁠SoundOn⁠⁠. TIXEL The Money Trench is sponsored by ⁠⁠Tixel⁠⁠. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠⁠SoundOn⁠⁠ ⁠⁠Tixel⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

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Welcome to The Money Trench! This week, Mark is joined by legendary label exec, David Massey, whose career has spanned over 40 years at labels such as Epic, Sony, Mercury, Island, and most recently Arista Records. Fresh off his retirement from corporate life, Massey reflects on working with global artists like Oasis, Shakira, Shawn Mendes, and The Killers, while offering his perspective on the music industry's evolution. During the week leading up to the big Oasis reunion, the pair chat about bringing the band to America, the ongoing need for artist development, AI's impact on music, and the lessons of longevity from both artists and executives. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. SOUNDON The Money Trench is sponsored by ⁠SoundOn⁠. TIXEL The Money Trench is sponsored by ⁠Tixel⁠. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠SoundOn⁠ ⁠Tixel⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

Welcome to The Money Trench! This week we celebrate our 50th episode and Mark is joined by Jim King, CEO of AEG Europe's Festival Division. Jim is the driving force behind some of the UK's biggest live music events, including American Express presents BST Hyde Park, All Points East, and newly launched Lido Festival. The pair chat backstage at BST Hyde Park to reflect on a career that spans Creamfields, Bestival, RockNess, and building AEG's festival empire. Jim shares hard-earned insights on festival economics, grassroots venue survival, booking headliners, and keeping UK live music at the top of the global game. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. SOUNDON The Money Trench is sponsored by SoundOn. TIXEL The Money Trench is sponsored by Tixel. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners SoundOn Tixel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

Ein manipuliertes Video, ein KI-generiertes Foto oder inkonsistente Zahlen – und schon kann das eigene Unternehmen im Zentrum eines digital getriebenen Skandals stehen. In dieser Folge des TMT Talks erklärt Stefan Voß, Leiter Verifikation bei der dpa, im Gespräch mit Katja Modder, Head of TMT bei KPMG, wie gezielte Desinformation Marken schadet und wie Unternehmen sich wappnen können: mit Faktenchecks, Monitoring und robuster Krisenkommunikation. Jetzt reinhören.

The Giant Magellan Telescope (GMT) is poised to become one of the most powerful ground-based observatories ever built. On June 12, 2025, the U.S. National Science Foundation announced that the GMT will enter its Major Facilities Final Design Phase, bringing it one step closer to full construction. This week on Planetary Radio, host Sarah Al-Ahmed speaks with Rebecca Bernstein, Chief Scientist for the Giant Magellan Telescope Organization and astronomer at the Carnegie Institution for Science, about the groundbreaking technology behind GMT and how it will transform our understanding of the Cosmos. Later in the show, Casey Dreier, chief of space policy at The Planetary Society, returns to discuss his new op-ed in Space News on the White House’s controversial Mars plan, and why a bold vision without political consensus is unlikely to succeed. As always, we wrap up with What’s Up with Bruce Betts, chief scientist at The Planetary Society. Discover more at: https://www.planetary.org/planetary-radio/2025-gmtSee omnystudio.com/listener for privacy information.

Welcome to The Money Trench! This week, Mark is joined by Alison Howe, Executive Producer of Music at BBC Studios, and the driving force behind the BBC's epic Glastonbury TV coverage. With over 30 years at the BBC and a background spanning Radio 1, Later with Jools Holland, and iconic music specials, Alison shares her journey from secretarial college to being the BBC's go-to for live music broadcasting. The pair chat leading up to the world-renowned Glastonbury festival to talk about behind the scenes logistics, broadcast politics, surprise sets, and the any weather reality of producing one of the most-watched music events in the UK. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

This week for TMT we were joined by our good friend and owner of Maxxed Out Guides, Graham Greseth. We talk a bit about some weird hides and some of the different ways they put big groups of clients in a field without being seen. One of those coolest hides we've seen is Graham's massive trailer blind. Listen in to learn more. Thanks so much for listening and be sure to subscribe and review!   New Waterfowl Film out now! Flooded Timber Duck Hunting in Arkansas Stay comfortable, dry and warm: First Lite (Code MWF20) Go to OnXHunt to be better prepared for your hunt: OnX Learn more about better ammo: Migra Ammunitions Weatherby Sorix: Weatherby Support Conservation: DU (Code: Flyways) Stop saying "Huh?" with better hearing protection: Soundgear Real American Light Beer: Outlaw Beer Live Free: Turtlebox Add motion to your spread: Flashback Better Merch: /SHOP

In the third edition of a special podcast series, CancerNetwork® spoke with Daniel Morgensztern, MD; Mary Ellen Flanagan, NP; and Janelle Mann, PharmD, BCOP, about optimal strategies for incorporating different therapeutic agents into lung cancer care. As part of the latest discussion, the group highlighted the relevant efficacy data, administration protocols, and toxicity management considerations associated with TROP2-directed antibody-drug conjugates (ADCs) in patients with non–small cell lung cancer (NSCLC). Morgensztern is a professor of Medicine and the clinical director of Thoracic Oncology in the Division of Oncology at Washington University School of Medicine in St. Louis. Flanagan is a nurse practitioner in the Division of Thoracic Oncology at Washington University. Mann is a clinical oncology pharmacist at Siteman Cancer Center of Washington University School of Medicine and manager of Clinical Pharmacy Services at Barnes-Jewish Hospital. Morgensztern opened the discussion by highlighting the characteristics of prominent TROP2-targeting ADCs in NSCLC management, which included sacituzumab govitecan-hziy (Trodelvy), datopotamab deruxtecan-dlnk (Datroway), and sacituzumab tirumotecan (sac-TMT). Additionally, he reviewed data from clinical trials assessing these ADCs across different NSCLC populations, including the phase 3 EVOKE-01 trial (NCT05089734) showing a numerical overall survival (OS) improvement with sacituzumab govitecan vs docetaxel. Regarding the safety profiles of these ADCs, Flanagan described the unique toxicities associated with the agents' payloads as well as potential off-target effects. On top of myelosuppression, fatigue, and diarrhea, she stated that these therapies may cause more visceral organ toxicities like keratitis of the eye and interstitial lung disease. According to Flanagan, some prophylactic measures in the event of certain toxicities include frequent salt and baking soda mouth rinses as well as oral dexamethasone.  Mann then outlined the dosing variability considerations and supportive care measures surrounding the use of agents like sacituzumab govitecan. She emphasized continuously re-educating patients about expected toxicities and supportive care strategies as they undergo these infusion-based therapies to help avoid surprise instances of ocular toxicity, diarrhea, and other adverse effects. Reference Paz-Ares LG, Juan-Vidal O, Mountzios GS, et al. Sacituzumab govitecan versus docetaxel for previously treated advanced or metastatic non-small cell lung cancer: the randomized, open-label phase III EVOKE-01 study. J Clin Oncol. 2024;42(24):2860-2872. doi:10.1200/JCO.24.00733

Welcome to The Money Trench! This week, Mark sits down with Geoff Ellis, CEO of DF Concerts, the Scottish live music powerhouse behind TRNSMT Festival, King Tut's Wah Wah Hut, and countless shows across Scotland. Celebrating 40 years in the industry, Geoff shares the lessons learned from a life spent promoting the biggest stars, including Oasis, Radiohead, and Pulp. The pair talk during one of the busiest live music summers ever to talk about festival economics, artist ticket pricing, grassroots venue survival, the Oasis reunion phenomenon, and why he once banned the rugby club from student discos. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. PPL  The Money Trench is sponsored by the ⁠⁠⁠⁠⁠⁠⁠⁠PPL⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠⁠⁠⁠⁠⁠⁠⁠PPL ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Aimless Play⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫股市北上，商品南下，到底谁错了？来自思想钢印9999。924后的“分手”上半年的股市可谓有惊无险，赚钱机会多多，但隔壁的商品市场就是完全两样的风景，大部分工业品都是“一路南下派”，几乎被空头力量主导，偶尔借停产检修或宏观利好反弹一把，也成为“每涨卖机”。国内上市的67个商品期货品种中，主力合约价格年初以来下跌的有39个，看上去没有那么惨？你再看上涨的28个品种中，几乎都是金银和农产品，工业品只有铜、铝、锡三个国际定价的有色品种和尿素这个严格出口管制的农化产品。像焦煤、玻璃、甲醇、塑料、橡胶、纯碱、螺纹钢这一类重要的大宗商品，都是跌幅巨大。上半年这一轮工业品的下跌，实际上是在延续21年以来的商品熊市：焦煤主力合约上半年跌了34%，从21年最高点跌了80%；玻璃主力合约上半年跌了25%，从21年最高点跌了68%；甲醇主力合约上半年跌了16%，从21年最高点跌了46%；螺纹钢主力合约上半年跌了10%，从21年最高点跌了52%。A股也是2021年见顶的，也就是说，从2022到2024年前三季度，大部分工业品和股市的大方向是一致的，但924行情以后出现了大分化，大部分商品在924暴涨后，又重归漫漫熊途，而股市却留在3300点左右的高位震荡了9个月。股市北上，商品南下，到底哪一个体现了真实的中国经济呢？结构性牛市与工业品熊市924以来，股市上涨的核心动力是“宽财政”，但这一轮“宽财政”不是“大撒币”，也不是“大基建”，而是投向新旧基建、科技、消费和出口多个领域的重点项目，利用低利率环境去覆盖一些投资周期较长的民生项目。主要包括4个方向：1、重大基础设施和重点领域安全能力建设：基建仍是专项债资金的绝对主力方向，但与十年前以地产为核心的基建相比，方向有较大差异，主要投向城市燃气、排水等地下管网、城镇老旧小区和城中村改造、城市更新、水利工程、交通物流重大基础设施等，对应的钢铁和建材用量不算太大，最终也体现在相应的受益行业和大宗商品品种上。2、以旧换新，促内需方向，从汽车、家电、家装、电动自行车扩展至手机、平板、智能手表手环等数码产品，以及服务消费3、新兴产业：设备更新、新型基础设施、算力、产业园区等；4、民生保障和房地产托底所以本轮“宽财政”不太典型，规模只是相对“宽”，意在托底而非刺激，方向并非针对宏观经济，而是以点带面，导致从数据上看，通缩继续，CPI、PPI仍然在负区间，企业风险偏好不变，PMI一直在50上下徘徊，社融规模中的中长期贷款增长乏力，只有政府负债独撑大梁。但毕竟是财政发力了，“宽财政”下就不太可能有熊市，只不过板块之间的结构性冷热不均就非常明显了。所以财政发力方向与股市的结构性牛市，大致是统一的，924以来，上涨明显的行业有两大类：1、TMT类行业，半导体、软件、游戏、机器人等，反映了国内重点投向科技高端制造战略，以及全球的人工智能大趋势2、部分消费品行业，主要在新零售、个护用品、游戏、电商、IP经济和休闲食品等具有“个性化和高性价比”特征的板块这两类行业都避开了需要强刺激的总量经济行业，前者是有政策重点支持的方向，后者是财政托底后，消费有自发韧性和创新的方向。而924以来，重归漫漫熊途的行业也有两大类：1、传统总量经济下的典型行业，主要是地产基建链各行业、煤炭、白酒、造纸、炼化2、产能过剩的行业，主要是21年以来各地疯狂投资上产能的新能源前一类体现地产下行周期的惯性，后一类体现了每一轮产业政策都留下的产能过剩的老毛病，也是高层不愿再进行大规模财政刺激的原因之一。再看财政发力方向与商品市场的牛熊格局，也是一致的。工业品本轮下跌主要是三大方向：第一个方向是黑色系，焦煤、玻璃、纯碱、螺纹钢，下游主要是建筑地产行业，主要体现了房地产下行周期的拖累。第二个方向是能化系，烧碱、纯碱、甲醇、塑料、苯乙烯、乙二醇、PVC等等，都是前几年石化产能大扩张，导致产能过剩的行业，再加上原油煤炭价格下跌，成本崩塌。第三个方向是新能源系，多晶硅、工业硅和碳酸锂，下游需求很好，纯粹是因为过度投资导致的产能严重过剩。商品走熊的三大方向，跟股市走熊的两大方向，还有国民经济的通缩方向一致。再看今年唯一表现较好的是有色的三个品种，铜、铝和锡，除了供给因素外，其下游主要行业与财政发力的方向都有一定关系：铜下游的汽车家电机械行业，受益于国补以旧换新，电力和新能源也是新一轮基建投资的重点方向，而地产建筑国内已经下降到个位数，影响较小。铝的下游行业占比结构发生显著变化，建筑用铝占比降至20-25%，工业铝型材、电力、交通运输等新兴领域占比提升，后者是财政发力的主要方向，有效抵消了地产周期下行。锡的下游主要是半导体，受益于全球AI基建投资和半导体周期。事实上，有色中与房地产关联程度最高的锌，与新能源产能过剩相关的镍、硅、锂，今年也是一直在下跌。当然，上面的分析都是定性的，还是很难说明，差异为什么那么大，比如螺纹、热卷价格年初至今下跌10%以上，但钢铁行业涨幅1.5%，玻璃跌了25%，但玻璃玻纤行业上涨2.96%；碳酸锂跌了21%，但锂矿行业涨了2.03%，反而是下游的电池行业跌了4.4%？还有，这一轮通缩，为什么主要体现在工业品而不是农产品的价格上？工业品价格的下跌，有商品期货市场的内在因素。真正的“大空头”很多研究周期品较少的投资者，常常有这样一个疑问：相当多的工业品种已经跌到了成本附近，加上费用，根本不赚钱，甚至很多能化品种在成本线下两三年了，为什么大量的企业还在源源不断地生产？商品期货市场的参与者中，生产企业和贸易商是绝对的主力，理论上说，他们都是天然的商品多头，牛市中不需要参与市场，也能自然从商品价格的上涨中获利，反之也说明，熊市中，他们必须积极的参与期货市场，做空头套保，对冲现货的损失。这种参与者结构与利益诉求，造成期货市场中国内定价商品的大行情上涨大多是尖顶，下跌大多是圆弧底。因为上涨行情的推动者以投机资金为主，手里没有货，又时刻提防产业资本的套保盘，所以高价站不稳；而下跌行情的推动者主要是产业的套保资金，用期货市场的收益对冲一部分或全部产品跌价的损失，心态上比较放松，每次反弹都成为加空的机会，涨多了，就注册仓单，准备交割现货，形成盘面上的阴跌与磨底，有时会持续一两年。这种参与者结构，加上国内大部分行业产能过剩的现状，导致国内定价商品，下跌时，成本并不重要。主要玻璃企业一季度没有一家亏损，耀皮玻璃、旗滨集团竟然净利润是同比上涨的。中国的商品期货近十年发展很快，很多品种都只有国内有，拥有了全球定价权，体现了中国制造业大国应有的地位。但商品期货市场的快速发展，也改变了很多生产型企业的经营行为。比如一个产能100万吨，产能利用率50%的企业，遇到商品熊市时，由于下游拿货谨慎，销售下降到30万吨，还多了20万吨成为库存，承受继续跌价的风险。以往的方法，企业应该开始减产，但这种做法对很多生产刚性的行业并不友好，一旦销售转好，产品又会脱销。而现在的方法是保持产能利用率，对这20万吨库存进行套保，保证企业的平稳运行。以前“现货微利+库存跌价”时，企业在成本线上就实际亏损了，但现在“现货微利+库存套保无损失”，就能够长期在成本线附近保持正常生产，成本线以下咬牙挺几个月现金流也能撑住。以前商品价格下跌过快时，生产企业就会搞停线检修、联合减产等，但效果往往不好，因为每家企业生产成本不同、经营目标不同、市场占有率不同，自然各怀鬼胎，最终该怎么跌还是怎么跌。但有了商品期货就不一样了，期货就是服务于产业，套保是期货市场的重要职能，能用套保挺过去的下行周期，还搞个毛的联合减产？不减产不挺价，还可以逼迫成本高的企业出清，提高自己的市占率，何乐而不为呢？套保运用到了一定程度，甚至可以根据期货价格调整产能利用率，不但为库存套保，而且为正常销售量、甚至多余产能配空单，如果期货价格上涨，就提升产能利用率，虚盘变实盘，增加的产量用于交割而非销售。只要能顺利交割，既有现货，又有产能的企业是风险最小的空头。对企业个体而言，熊市中套保就是最有利的选择。但市场的悖论在于，对个体最理性的选择，对整体而言，却绝非理性。整个行业中，只要有一家主要的企业做套保，其他企业就不能不跟进；整个上下游产业链中，有一个环节做套保的比较多，其他环节也是能做则做。价格在经济学上的核心作用是调节供需，通过价格下跌减少供给、增加需求，如果大部分厂家都通过套保增强成本线附近保持产能的能力，如果宏观经济本身的下行导致价格下降也不能新增需求，那商品的价格就不可能在成本线附近止住，而是一跌再跌。就算是跌到企业现金流成本附近，部分企业退出，由于实际产能仍然高于需求，价格只会长期磨底，而难有反转。以大家最熟悉的养猪企业来说，21年生猪期货上市后4年，传统意义上的猪周期就没有起来过，肉价波动一年比一年低。大中型企业普遍建立专业套保团队，做空生猪远月期货合约，锁定出栏价格，甚至把套保范围扩展至饲料端，实现全产业链风险管理；就连中小养殖户也可以通过保险公司旗下的期货子公司购买看跌期权，形成风险分散闭环，“兜底”生猪价格——没有人去产能了，哪里来的猪周期？有了产业资本这个最中坚的“空头司令”后，相关的做空商品需求的资金就会增加，而且基本面越差，越弱的商品，被其他空头选中的概率越高。今年就是玻璃和焦煤，撇开纯投机的资金不谈，太多资金有利用这两个品种做空的动机了：持有煤炭股的，可以空焦煤对冲；看好经济复苏但看空房地产的人，可以多股票空黑色系商品；做原材料套利的可以多铁矿空焦煤玻璃……金融为实体经济作贡献总结一下本文的三个结论：1、股市和商品在涨跌结构上是一致的，与本轮行情“宽财政”的发力方向有直接关系。2、股市的强势体现了新兴产业的景气度和消费的韧性，而商品的弱势主要体现了房地产下行周期和传统行业产能过剩。3、商品的弱势本身也是参与者结构造成的，往往通过金融市场形成过度超跌。最后一点与产能过剩的大背景有直接的关系，这次将是一个长期的问题，所以再展开补充几句：股票更多体现预期，商品更多体现现实，特别是产能过剩的现实。不过，期货市场预期也可以部分扭曲现实，现在的现货成交也要参考期货价格。而生产商积极套保，体现的是严重产能过剩下，企业的价格战从实体经济打到金融市场。期货市场是零和游戏，空方必定对应多头，有人赚钱必定对应有人亏钱，实体企业在期货市场的做空收益，对应金融市场的投机多头的亏损，特别是那些喜欢“逆势抄底”的散户。交易所虽然是中介机构，但在金融为实体经济服务的大方针下，服务地方经济，也尽可能方便生产企业交割。不要看玻璃跌到1000元一吨，碳酸锂跌到6万，实际参与交割的企业，销售价格在三个月前就定在了1200元和7万。所以商品的“超跌”，也算是金融市场参与者均摊实体经济在通缩下的损失，从好的地方说，也就是金融为实体经济作贡献吧。只不过，去产能就更加遥遥无期了。

I am in conversation with Deepak Mittal, CEO of FFTalos Technologies. In this insightful episode, Deepak Mittal shares his career journey from coding to consultative selling, reflecting on his evolution from a tech enthusiast to a sales leader driving large-scale digital transformation. He explores solution-based selling, the importance of understanding customer needs, and why sales is more about facilitation than persuasion.More specifically, he covers: His Origin Story: From engineering and coding in the early IT days to discovering his passion for customer interactions. Tech vs. Sales: The shift from writing software to understanding business problems and shaping solutions. Consultative vs. Product-Based Selling: The difference between pitching features vs. uncovering customer pain points. Customer Empathy & Industry Knowledge: Why asking the right questions & listening is more powerful than a polished pitch. Building Relationships in Sales: The role of trust, collaboration, and stakeholder engagement in long-term success. The Modern Buyer: How the digital era has transformed customer research & purchasing behavior. Enterprise Selling Strategies: The contrast between RFP-driven sales and proactive relationship-building. Navigating Internal Trust in Sales & Delivery Teams: Why sales & delivery alignment is critical for customer success. The Human Side of Selling: Managing rejections, pressures, and the art of influencing without being pushy.Deepak has over his career, worked in IT sector focusing on Technology, Media & Telecommunication(TMT) businesses, in sales, business development & practice leadership roles. His experience across IT Services Companies, Managed Services Providers and Product Vendors, has given him a unique 360 degrees insight into IT solutions and how they fit into larger business landscape.He has worked across global markets and delivered significant results, in a period of great technological flux and business volatility within TMT sector. His experience has given him a good exposure & proficiency in the following areas–1. Understanding and managing digital transformation and its impact on business strategies as well as on the workplace.2. Understanding business drivers and their correlation with IT and Technology strategies.3. Execution of IT & Technology strategy on-ground.4. Understanding & enabling eco-systems to drive business outcomes.5. Building & motivating high performing global teamsHe has always tried to anchor his work in business fundamentals like customer experience, profitability & market share and leveraging technology into driving business outcomes.https://www.linkedin.com/in/demittal/

Joe Heintz is back with us in the new studio as our most recurring guest. Joe has been busy designing and building his new call company, Northline Calls. If you listened to TMT this week then you got to hear Joe blow those calls on the podcast and they sound awesome. We talk about a bunch of different topics including crazy people online, Joe's favorite migrator hunts, and Egyptian geese. Joe breaks out his new lanyard extension for 2025 and talks about how long the thing can really get. Thanks so much for listening and be sure to subscribe and review!   New Waterfowl Film out now! Flooded Timber Duck Hunting in Arkansas Stay comfortable, dry and warm: First Lite (Code MWF20) Go to OnXHunt to be better prepared for your hunt: OnX Learn more about better ammo: Migra Ammunitions Weatherby Sorix: Weatherby Support Conservation: DU (Code: Flyways) Stop saying "Huh?" with better hearing protection: Soundgear Real American Light Beer: Outlaw Beer Live Free: Turtlebox Add motion to your spread: Flashback Better Merch: /SHOP

Join Rachel Kraus and Caryl Stern as they examine the intersection of purpose and business. In this episode, our hosts hear from James Turk, CEO & Founder of The Turk Group. With more than 25 years of experience developing leaders at companies such as Spotify, Squarespace, and Goldman Sachs, James helps people move from managing tasks to truly inspiring others. Tune in to hear insights from James's recently published book, “The Giving Game: Becoming The Leader That Others Want To Follow.”This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As technology continues to evolve at lightning speed, the workplace of the future is being redefined by artificial intelligence (AI) and seamless collaboration. How are organizations adapting to these changes? And what role do AI and connectivity play in enhancing workplace efficiency and fostering a culture of innovation? Tune in for more.

John De Fries, executive director of the Mauna Kea Stewardship and Oversight Authority, responds to TMT funding cuts; State Comptroller Keith Regan provides an update on repairs to the Hawaiʻi Convention Center's leaky roof

LionTree's Louis Kenna is joined in the company's UK office by Lionel Assant, Global Co-Chief Investment Officer of Blackstone. Lionel came to Blackstone in 2003, four years prior to the firm going public; in that time, their AUM has risen from ~$27 Billion to around $1.1 Trillion. Executing on 70 plus strategies across four divisions, Lionel details how Blackstone's scale enables them to make bold investments, and, via their long-standing involvement with Impetus, to apply time-tested Private Equity methodology to effect social good.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Send us a textBeatrice reveals herself to the party, ready for the justice she has so long craved. But the heroes have yet to see how far her hatred has dragged her into the abyssGet in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

Send us a textBack to reality at last, the party reconvenes at Sekerak's tower. Now they just need to locate their captor, their belongings and their IndigoGet in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

Join Rachel Kraus and Caryl Stern as they examine the intersection of purpose and business. In this episode, we hear from Raj Vinnakota, the President of the Institute for Citizens & Scholars. The organization's goal is to "equip young people with the civic skills necessary to navigate a divided country and become effective leaders," and Raj's first-hand experience in the corporate and non-profit world is a case study for productive engagement. As he works with leaders and educators across the country, Raj emphasizes the importance of developing your own skill of discernment, and not assigning equal value to every piece of information you come across. An insightful chat about the potential for reducing conflict in civic spaces everywhere.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫买基金赚钱越来越难，是谁的问题？来自究极马里奥。最近有朋友和我抱怨，感觉买基金赚钱越来越难了。明明基金产品越来越丰富，主动产品、指数产品越来越多，为什么会越来越难挣钱呢？按产品类型维度，我们大致分两个角度看，一类是主动权益，一类是以ETF为代表的指数产品。一、主动权益类基金的业绩比较基准主动产品过去三到四年持续跑输指数，如果仓位集中在A股或者港股的主动权益基金上，那么投资体验确实，大概率会比较糟糕。避免押注赛道的主动基金同样重要，再付出更高管理费的情况下，若还跑不赢ETF，那就着实踩坑了。作为普惠大众的理财选择，更多主动产品的业绩比较基准应该瞄准宽基指数，比如沪深300、中证800等；近期的相关新规方案也“对低于业绩比较基准10%或者负收益的产品”提出了相应惩罚性措施。已经有一批基金公司发布了变更基准的公告，有些确实更符合基金的风险收益特征，而且是往宽基方向调整。以易方达为例，旗下“瑞”字辈儿等一批灵活配置基金以往的业绩比较基准是一年定存利率等，修改后变为信用债+沪深300，相当于从绝对收益基准，变为相对收益基准。而且如果变更后的业绩基准，确实更贴合基金的表现和风险收益特征，那当然是个好事。但，也有部分产品的基准却从宽基指数转向细分赛道，比如建信信息产业股票基金原来的业绩比较基准是“85%×沪深300指数收益率+15%×中债总财富指数收益率”，调整后变为“中证TMT产业主题指数收益率×85%+中债总财富指数收益率×15%”。那么，对于当初看好该基金可能跑赢大市的投资者而言，这是否意味着风险收益特征调整？变更后，这个产品是否实质就是“信息技术ETF增强”？如果是，那么最好能跑赢才对。二、ETF长久生命力之本到底是低费率，还是让投资人赚到钱？基金新规也有提到ETF管理费降费，以及指数使用费由从原来的投资人承担，变为管理人承担，这对投资人当然是个好事。费用相对低廉、管理透明一向是ETF的优势，但是，也要谨防一种趋势：一刀切地认为所有ETF都应该做到15BP管理费，不然就是辣鸡。即便是ETF相当成熟的美股市场，依旧有数量庞大的一批50BP及以上管理费的ETF。而且，不同于国内管理费是ETF唯一收入来源，在美国，管理费只是ETF收入来源的一个渠道，其另一个重要收入来源是融券收入，但这在国内必须全额进基金资产；此外，美国券商也不会像国内对ETF管理人收取高至50%的尾佣，相反，美国多数个人投资者是由买方投顾交易ETF，渠道费用是以投顾费的方式按规模收取。最后回到第一性原则，我们买ETF，是为了赚钱，还是为了低费率？没错，低费率是手段，赚钱是目的。如果这个ETF所跟踪的指数确实优秀，跟踪精准，管理人确实投入了不少研发和运营成本，那么你费率高一点，我也认。要允许ETF百花齐放。如果所有管理人都跑去卷低费率、卷同质化产品，对于投资者来说，真的是好事吗？特别是金融产品大多属于供给创造需求，绝大多数个人投资者可能不一定能够清楚的说明白我要一个什么策略因子的ETF，而是当出现一个ETF品种时，大家才去认识、理解和交易。在当下，这实际上对指数设计和选择提出了比较高的要求。当各种传统的行业类型ETF被开发挖掘殆尽，好的指数需要更加精确地理解，机构和个人潜在、没被表达出来的投资需求，对债券、商品、权益等各类资产做好研究和跟踪，在合适的时机，推出合适的指数和ETF产品。不论主动、指数，没有哪种类型的产品能保证永远赚钱。资产配置是普通人唯一免费的午餐，别想着我要“最快的矛”，最后很可能刺中你自己。特别是在未来，做好商品、债券、权益、现金的均衡配置、A股和QDII的再平衡，可能是绝大多数人财富保值、进阶，胜率最高的选择

Send us a textThe last to break free from their mental prisons, Lara flees the church while Scylla resists drowningGet in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

Welcome to another chaotic chapter of Submarine and A Roach, Nigeria's funniest podcast and Nigeria's #1 comedy podcast, hosted by Tmt and Koj—your favorite agents of unserious national commentary.This week's episode kicks off with a Mother's Day tribute to none other than the Mother of the Nation, Remi Tinubu. The boys officially crown her Remy Ma, and obviously, this leads straight to a breakdown of the music video for Fat Joe's “Lean Back.” Koj argues that Remy Ma had insane privilege because let's be real—Ciara wouldn't have survived that scene.From there, the conversation shifts to Remi Tinubu's recent visit to a nursing school, the cheeky reception she got from the students, and the queries that followed. Koj shares a similar memory from high school, where students clapped a guest off the stage—giving Tmt the idea for his next hit TV series: “The Clap,” because, as he reminds us, “Na from clap dance dey start.”And somehow—because this is Submarine and A Roach—this spirals into a conversation about wacking off. (Don't ask. Just listen.)Tmt calls Koj a piece of shit (as is tradition), then tells a story about his girlfriend being mistaken for a Marlian. Tmt also poses a true philosophical banger:“What clapped first—hands or cheeks?” A debate only ChatGPT can settle. The episode swerves again into a conversation about Canada's insane water reserves, the potential for U.S. annexation, and eventually lands on Nigeria's tribal complexity.Packed with hot takes, deep cuts, historical spirals, and unfiltered banter, this episode is everything you've come to love from Submarine and A Roach. Tune in on Spotify, Apple Podcasts, and wherever else you get your audio chaos..

Bob Kirshner and Brian Keating explore the future of the TMT and GMT telescopes in studying dark energy and exoplanets. They also consider recent controversies in cosmology regarding dark energy and the potential for astronomical measurements of neutrino mass. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textA surprising new face of villainy has revealed itself to Indigo, ready to end the reign of the so-called heroes. Sephel works to free himself with the aid of an estranged ally Get in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

In this episode of Submarine and A Roach, Nigeria's funniest podcast and Nigeria's #1 comedy podcast, hosts Tmt and Koj explore the nuances of perception and intent in daily interactions. They delve into how individuals' actions are often misinterpreted as boastful or offensive, when, in reality, they're simply narrating their experiences. The conversation emphasizes the importance of understanding that not every personal story is a flex aimed at others; sometimes, people merely share their lives without ulterior motives. Join Tmt and Koj as they navigate these perspectives with their signature humor and insightful commentary.

Send us a textSephel has found the key to break his illusion, while Scylla challenges truth with her oldest friendGet in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

在本集《Sparksine 廣東話讀書會》中，Isaac再次邀請到《捕魚投資學》的作者莊博分享寶貴的投資見解。莊博憑藉其豐富的金融背景和實戰經驗，深入剖析當前市場泡沫與AI熱潮後的投資策略。本集重點內容： •- 從TMT泡沫到AI熱潮的歷史對比與啟示 - NVIDIA和Microsoft等科技巨頭的市場前景分析 • 技術分析實戰：頭肩底等圖表形態的判讀技巧 • 經濟不確定性下的資產配置建議• 如果只有 1萬美金，可以如何投資• 有沒有可能會出現的黑天鵝需要注意？• Trump會如何影響我們的投資策略 莊博不僅分享了他的專業分析，還開誠佈公地談及自己的投資失敗經驗，希望聽眾能從中學習，避開類似的投資陷阱。無論您是投資新手還是有經驗的市場參與者，這場對話都將為您提供寶貴的投資智慧和實用的市場洞察。注意：本集《Sparksine 廣東話讀書會》的內容僅供教育及資訊分享用途，絕不構成任何投資建議或購買任何金融產品的推薦意見。節目中嘉賓及主持人的言論及分析不應被視為游說或要約，以購買、出售或交易任何證券、期貨、期權或其他金融工具。所有投資決策均帶有風險，節目中提及的任何投資策略、市場分析或個股討論並非針對任何聽眾的特定投資目標、財務狀況或個別需要而編製。聽眾不應僅按本節目內容進行投資決策。嘉賓分享的投資經驗及市場觀點為個人意見，反映其個人經歷，不保證未來表現。市場情況瞬息萬變，過往表現並不代表未來結果。在作出任何投資決定前，聽眾應考慮各種金融產品的特點、個人投資目標、可承受的風險程度及其他因素，並尋求獨立的財務及專業意見。《Sparksine 廣東話讀書會》及其製作團隊對聽眾基於本節目內容所作出的任何投資決策不承擔任何責任。 Hosted on Acast. See acast.com/privacy for more information.

Episode 228: "Lagos 2 Crazy"In this episode of Submarine and A Roach, Nigeria's funniest podcast and Nigeria's #1 comedy podcast, hosts Tmt and Koj are joined by the exceptionally talented Ua.x—a singer, songwriter, performer, dancer, producer, director, filmmaker, and one of Nigeria's top location scouts.The episode kicks off with a discussion on mental health, framed as a transactional process where individuals accumulate "mental health points" on good days to utilize during challenging times.Koj presents his "Premise of the Week," asserting that religion is inherently transactional and expressing fatigue over the pretense that it isn't. This leads to a conversation about how many perceive God's existence through answered prayers or explicit denials, noting that the silence accompanying unanswered prayers can challenge one's faith. Koj humorously mentions wishing he had witnessed King Belshazzar's feast, where a divine hand appeared, as such an event would have solidified his faith unequivocally.The discussion naturally transitions to the scorching Lagos heat, humorously likened to hell. Tmt shares an anecdote about narrowly avoiding an accident, only to realize he had swerved to miss a Rolls Royce, prompting immediate regret.The hosts then delve into a captivating conversation with the recently married Ua.x, who recently released a video for his single "Lagos2Crazy." Ua.x recounts how the song came to him during a serene walk in Abuja amidst the pandemic, contrasting with Lagos's typical chaos. He also directed Burna Boy's latest music video for "Update," leading to a discussion about his journey in the Nigerian music industry.Koj and Ua.x reminisce about their university days, recalling their early music collaborations. Koj fondly remembers providing Ua.x with a pirated version of Final Cut Pro just before Ua.x ventured into video production—a journey that has now led him to direct a video for Koj's personal G.O.A.T.Ua.x candidly discusses his directorial journey, acknowledging the on-the-job learning curve and the humble beginnings of his initial productions. Musically, he credits Styl-Plus for inspiring his desire to create music and P-Square's "Game Over" album for fueling his passion for dynamic performances.Tmt shares his experience attending a St. Patrick's Day celebration in Lagos, sparking a conversation about the similarities between the Nigerian, Irish, and Ivorian flags. This leads to a humorous debate about alcohol preferences, with Koj revealing his aversion to BIPOC (Black, Indigenous, and People of Color) liquors in favor of white liquors, prompting Tmt to quip, "He don't want no D.E.I. in his D.U.I."The trio explores what differentiates those who achieve significant success from equally talented peers, referencing Anthony Mackie's recent discussion about the pivotal role of being "hand-selected" in an artist's breakthrough.Koj reflects on the humbling experience of his best joke falling flat for the first time, and Ua.x concludes the episode by listing famous music videos he has directed for renowned artists.Tune in to this episode filled with insightful discussions, personal anecdotes, and the signature humor that defines Submarine and A Roach. Don't forget to check out Ua.x's latest album, "Love and Hustle": https://open.spotify.com/album/28UnTAsmLHRV708ogPuL4D

Send us a textFighting illusions has only led to deeper pain and dire consequences. As Sephel plummets into hopelessness, Indigo finds he may not be quite dead yet.Get in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

On this episode of Submarine and A Roach, Nigeria's funniest podcast and Nigeria's #1 comedy podcast, hosts Tmt and Koj are joined by the multifaceted Oyinkan Dada for a lively conversation that traverses fitness, content creation, art, and cultural perceptions. The trio delves into the evolution of influencer culture on Instagram in 2025, highlighting the shift from consumerism to authentic storytelling. Oyinkan shares how her passion for art was ignited by her interest in African and Black history, leading to a discussion on the importance of genuine narratives in connecting with audiences.​Tmt poses a thought-provoking question about the imagery of God, sparking a conversation on cultural conditioning and personal beliefs. In celebration of Women's Month and International Women's Day, the hosts spotlight funny Nigerian women, acknowledging their contributions to the HaHa's on Obasanjo's internet. The episode concludes with an exploration of the enigmatic Ghanaian artist Okuntakinte, debating whether his controversial actions are a scam or a social experiment.​Tune in for an episode filled with insightful discussions, humor, and cultural reflections, available on Spotify, Apple Podcasts, and other streaming platforms.

Send us a textWhile his friends fall deeper into the throes of madness, Sephel desperately reaches out to the one person who still may be able to save them.Get in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

This week on Submarine and A Roach, Nigeria's funniest and #1 comedy podcast, Mayowa, Tmt, and Koj dive deep into friendship, self-awareness, and the art of not being a fool in "Parents Can Try Their Best and the Cake Can Still Taste Like Semo."The guys break down a hard truth—the key to being the ultimate friend is “getting over cringe.” But in between all that wisdom, they also get into discipline, making time for things (and people) that matter, and why prioritizing friendships is a skill, not just a feeling.Tmt and Mayowa share hilarious stories about (not) making time in romantic relationships, leading to Tmt boldly comparing himself to cocaine—because of course he does. This naturally spirals into one of the greatest "Last to Marry is a Fool" jokes ever delivered—possibly in the history of mankind.The conversation shifts to performative people, performative friendships, and the reality that personal branding is just knowing yourself. But knowing yourself isn't just a social climbing move—it's also how you figure out what you value in friendships, how you want to show up for others, and how you want to be shown up for.And if that all sounds too deep, don't worry—there's also an important lesson for men everywhere: you should only cry between 11 PM and 1 AM when everyone else is asleep.Oh, and Koj almost gets scammed three times in one week. Because balance.As always, it's unfiltered, hilarious, and packed with life lessons you didn't know you needed. Tune in now on Spotify, Apple Podcasts, and wherever you get your podcasts!

LionTree's Antal Runnebom sits down with FJ Labs Founding Partner Fabrice Grinda, whose long and successful career in the tech space includes co-founding wireless mobile company Zingy as well as global marketplace OLX. Fabrice gives fascinating perspective into the opportunities around vertical-specific marketplaces; the process by which he and his FJ Labs partners select the hundreds of start-ups they've invested in; why humanoid robots and AI-powered investors are coming faster than any of us realize; and an inspiring vision for how future energy abundance will enable us to “waste energy” inventing the next cool thing.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textWhile the murderers get accustomed to prison once again, Lara races through the city to find anyone who can absolve the guiltyGet in touch with us! Shoot an email to TheMadnessTable[at]gmail.com or shoot us a DM over on Discord, Twitter, Instagram, or Facebook!Enjoying the show? Buy us a cup of ko-fi! Loving the show? Become a monthly supporter over on Patreon and receive exclusive access to digital TMT content!Dungeons and Dragons 5th Edition playthrough of Out of the Abyss adventure module, written by Wizards of the Coast.Dungeon Master: William JohnstonAll NPCs: William JohnstonIndigo Honeydew: Andrew WalkerSephel: Brendan ProalScylla / Lara Whippen: Sam ConklinAUDIO:Ice Cavern | Tabletop AudioLatin Electro #10 | DmyraCosa Peluda | DmyraEndgame | Tabletop AudioBlackberry's Hedge | Secret JaneNerbuldar | Ambient MixerAnd Darkness Grew Like a Tree | Doctor TurtleNight Sky | Jar of FliesKevin Macleod | Air PreludeKevin Macleod | Dreams Become RealFind us on social! https://linktr.ee/TheMadnessTableor on our our website: https://themadnesstable.buzzsprout.com

In this episode, I get to spend time contemplating the essence of my service, my craft, and my devotions, which I feel run through the Chiron and Perceval stories.  The first 30 minutes are a traditional “dark moon download,” and then we pivot to a conversation with TMT alums Tara, Mariele, and Laurence. Bios below.  Remember that doors open THIS THURSDAY! You must be on the waitlist to get access to the application link this weekend.  This one is deep and weepy and sweet and sincere. Classic Moon to Moon for this one. Enjoy! And happy dark moon in Aquarius and new moon in Pisces! +++ Tara is a Libra Moon and Rising with a Pisces Sun, Venus, Jupiter, and Mercury. She is a word smith and musician who's rooted deeply in the belief that we were all made to spec by loving cosmos who wanted us this way. Her work with others is devoted to reflecting the miracles that they are back to them Tara is a wordsmith, musician, cat fosterer, and healer with massive Lunar, Venusian, and Jupiterian signatures. She specializes in healing wounds around the voice, as our voices bear the unique energetic burdens of acoustically putting our authenticity out into the world. She feels called to assist others in healing from the shaming that can follow expression, and to help restore the birthright that is connection to one's own voice. Her work is devoted to reflecting the miracle that we each are back to us.  Tara's Instagram: @VoiceAsThePortal +++ Mariele Kaiser-Kadiogullari is a 12th house Taurus Sun with Chiron and Venus right on her Gemini AC. She has more than recovered from a decade of intense depression and anxiety disorder - an experience that cracked her open to now share all that she learned/remembered on that journey in her work with clients. She considers herself an explorer of consciousness who loves to hold space for deep feeling. Her work supports people in reconnecting with their soul's true uniqueness beyond societal and personal conditioning and wounding. Translating deep spiritual transmissions into applicable and life-supporting practices, she inspires multidimensional self-responsibility and invites others to explore new perspectives beyond binaries. With a background in intercultural education, she weaves modalities such as Vedic philosophy, Astrology, Tarot, Human Design, and energy healing into interactive and personalized 1:1 and breathwork sessions. Her SACRED SELF GRAVITY framework helps transform the fullness of the Human experience into a pathway from victimhood to self-empowered freedom. +++ My name is Laurence, and I am a creatrix of bridges between worlds. My life is deeply rooted in devotion—devotion to the Earth, to my ancestors, to the planets, to Love, and to myself. My path leads me toward full aliveness, dancing with tension and befriending the unknown. In my practice, I weave together astrology, tarot, creative divination, and dream exploration to explore how the mystical languages of the subtle realms can deepen our trust in the unknown and support us in allowing the force of nature to move through us, fully expressing itself in our existence. I guide others in forging their own path, through a co-creative and individualized approach, involving their spirit teams and mine, knowing that magic arises from the interconnection of our worlds. French website: www.tonpourquoi.com English website: www.tonpourquoi.com/en Laurence's Instagram: @tonpourquoi +++ LEARN ABOUT THE MAGICIAN'S TABLE 2025 HERE! See who this year's three 13th Readers are and what the frequency and structure will be like for this year's iteration. Now in its 5th year - our Hierophant Year!  The discounted Early Bird pricing this year is ONLY AVAILABLE THROUGH THE TMT 2025 WAITLIST. Only those on that list will receive the link to apply on Feb 27. Applications will be taken Feb 27-March 2. Only applications received that weekend will be eligible for the EB discounted tuition. All scholarship requests must move through this process, so be sure you're on the waitlist.  It's highly possible that most cohorts will fill from applications submitted Feb 27-March 2. Joining the waitlist is not an application to apply. Applying is not enrolling. If you want to give yourself options, join the waitlist, then apply. Then decide upon receiving your acceptance.  The only applications I decline are those where it's very clear the applicant hasn't read the course page and doesn't understand the structure and intensity of this offering, or when the applicant reveals that they do not have the emotional or somatic capacity to hold the energy of this transformation right now.  Questions? Please read through the course page carefully, stay tuned for more podcasts and emails on this offering, and/or reach out to my team at info@brittenlarue.com.  +++ Join Burning Through the Freeze: A Magician's Table Mini-Workshop HERE. Grab it for $25 or for free if you are on the TMT 2025 waitlist. This workshop will expire on March 3, 2025, so be sure to watch it or download it before then!  +++ E M E R G E N C E  A S T R O L O G Y ⁠⁠https://brittenlarue.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠@brittenlarue ⁠⁠⁠⁠⁠⁠Order Living Astrology⁠⁠⁠⁠⁠⁠ Join my newsletter here Check out my new podcast CRYSTAL BALLERS on Spotify, Podbean, and Apple. +++ Podcast art: Angela George. Podcast music: Jonathan Koe.

In this glorious conversation, I talk with two alums of The 2024 Magician's Table - Leah Roberts and Rachel Elliott - on the theme of TMT as a seed-keeping space, rather than a seed-growing space. The conversation was rooted in a discussion with Leah last summer that I hadn't been able to quit thinking about. If you love Moon to Moon, I trust you will adore what comes through in this hour. We discussed: the journey towards embracing one's inner authority and offering one's unique gifts Leah's experience transitioning from compartmentalized authority from when she was a physician to offering a more integrated and holistic approach through her readings, which involve an ecosystem perspective the importance of trust and vulnerability in the de-compartmentalization process the importance of self-love and acceptance in the context of personal growth seed-keeping as a metaphor for storing and preserving memory of both challenge and support seeds - not as a means for an end - but as a complete and whole memory "TMT can be a seed that you're keeping as a memory of what it means to be witnessed” TMT as a “hall of mirrors” Rachel's experience with growing seeds during her time in TMT, which didn't go as planned, and how she interprets this as a symbol of how focusing on personal growth and self-confidence (the "sun") can lead to unexpected developments and deep-rooted changes (the "red roots") in one's life. the concept of co-creation and the importance of surrendering expectations in a magical ecosystem TMT as the alchemy of the ecosystem, where individual expectations are transformed into something greater than the sum of its parts the concept of personal magic and participating in a community of mostly strangers following one's spark and being open to the experience +++ Leah Roberts (she/they) is an Aquarian-identified intuitive, careworker, grief tender and retired physician rooted in the healing capacity of relational exchange and embodied connection with other humans, our more-than-human kin and the Unseen. Leah is devoted to befriending and tending to grief as a potent invitation towards aliveness, loving compassion and collective liberation. Drawing upon a deep well of life experience, years of holding space professionally and leaning into the lineages of Western community herbalism and politicised somatics (among others), Leah uses a broad skillset to toggle between companion and guide so that clients may feel held, seen and supported. Among their many teachers, Leah credits plants and trees who model easeful reciprocity with the gift of their breath and whales who embody the ancestral wisdom of movement and wayfinding in deep waters. Located on the homelands of Cheyenne, Ute and Arapaho Peoples in what is now known as Colorado, Leah is excited to connect by email for individual work or group facilitation inquiries at leah.fox.roberts@gmail.com +++ Rachel is an intuitive guide who weaves dream interpretation, astrology, energy healing, and psychism to support others in the present moment. Through her deep relationships with angels and guides, she brings forth messages of encouragement and insight. Metaphysical principles shape her interpretations, allowing her to illuminate patterns, possibilities, and deeper truths. By pulling on the threads of connection, Rachel creates space for curiosity, discovery, and transformation, helping others access the wisdom already within them. She believes these practices are not just personal but communal—meant to be experienced in fellowship, enriching both individual and collective growth. Follow Rachel on Instagram: @oraclenextdoor Rachel's Website: OracleNextDoor.com +++ LEARN ABOUT THE MAGICIAN'S TABLE 2025 HERE! See who this year's three 13th Readers are and what the frequency and structure will be like for this year's iteration. Now in its 5th year - our Hierophant Year!  The discounted Early Bird pricing this year is ONLY AVAILABLE THROUGH THE TMT 2025 WAITLIST. Only those on that list will receive the link to apply on Feb 27. Applications will be taken Feb 27-March 2. Only applications received that weekend will be eligible for the EB discounted tuition. All scholarship requests must move through this process, so be sure you're on the waitlist.  It's highly possible that most cohorts will fill from applications submitted Feb 27-March 2. Joining the waitlist is not an application to apply. Applying is not enrolling. If you want to give yourself options, join the waitlist, then apply. Then decide upon receiving your acceptance.  The only applications I decline are those where it's very clear the applicant hasn't read the course page and doesn't understand the structure and intensity of this offering, or when the applicant reveals that they do not have the emotional or somatic capacity to hold the energy of this transformation right now.  Questions? Please read through the course page carefully, stay tuned for more podcasts and emails on this offering, and/or reach out to my team at info@brittenlarue.com.  +++ Join Burning Through the Freeze: A Magician's Table Mini-Workshop HERE. Grab it for $25 or for free if you are on the TMT 2025 waitlist. This workshop will expire on March 3, 2025, so be sure to watch it or download it before then!  +++ E M E R G E N C E  A S T R O L O G Y ⁠⁠https://brittenlarue.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠@brittenlarue ⁠⁠⁠⁠⁠⁠Order Living Astrology⁠⁠⁠⁠⁠⁠ Join my newsletter here Check out my new podcast CRYSTAL BALLERS on Spotify, Podbean, and Apple. +++ Podcast art: Angela George. Podcast music: Jonathan Koe.

With the expansion of technologies like cloud and AI, the technology, media, and telecommunications (TMT) industry is being largely shaped by evolving cyber trends. What key trends are currently impacting the industry? And how can organizations stay ahead of emerging cyber threats to create a competitive advantage? Get insights in this episode of the User Friendly podcast.

In this episode, my guest is the very wise and devoted tarot student and reader Cole of Rosie Cole Reads.   Cole and I explored the symbolism and significance of the Hermit card, exploring its connection to the upcoming year 2025 and The Magician's Table. We also touched on the evolution of tarot symbolism, the importance of trust in tarot readings, and the concept of reverence and devotion in the context of tarot. We discussed: the transformation of the Hermit's tool from an hourglass to a lantern, and its potential connection to the Visconti deck and the concept of time comparing and contrasting the Magician and Hermit cards  the Hermit's lantern as both a personal guide and a tool for sharing wisdom with others the idea of staying true to oneself while staying the course, and how this can be a form of stillness Cole shared her thoughts on the Round Table idea, comparing it to the Magician's Table and the Hermit's lantern, emphasizing the potential and possibility it represents the importance of trust in the process of tarot readings and the value of stepping away from the everyday to fully immerse oneself in the reading Cole's process for choosing a new deck a reading with Cole where I felt a lot of resistance but trusted Cole's trust in the cards, which led to a powerful and emotional experience +++ Decks mentioned: Mysteries of the Black Madonna Tarot, by Hettienne Grobler Website links: https://hergracesacredart.com and https://bookofmarysacredheart.blogspot.com IG: @mysterium_of_mary Lumina Tarot, by Inner Hue / Lauren Aletta (art by Tegan Swyny) Website: https://innerhue.com/ Deck is published mass market from Rockpool IG: @innerhue Tiger Tarot by Lori Field Artist Website: https://www.lori-field.com/about IG: @bunnyplanet1  Deck is currently out of print but the artist updates her IG often if extras become available. Intuitive Night Goddess Tarot, by Linzi Silverman / Eye of Astro Website: https://www.eyeofastro.com IG: @intuitivenightgoddesstarot and @linzisilverman The Gentle Tarot by "Mari In the Sky" (Mariza Ryce Aparicio-Tovar) Website: https://thegentletarot.com IG: @mariinthesky  RoseBae Tarot The deck is print on demand and can be found here: https://www.makeplayingcards.com/sell/rosebaetarot IG: @rosebaetarot +++ Books/ Resources mentioned: The Encyclopedia of Tarot by Stuart Kaplan (Four volumes in total, the first volume gives an historical overview and the second covers primarily historical Italian decks/ symbolism) The Tarot: History, Symbolism, and Divination by Robert M. Place  Archetypal Tarot by Mary K. Greer (not specifically mentioned, but this is where I learned about her systems of the "birth card" in tarot, and the correspondence I followed to arrive at my understanding of being in a personal Fool year.) Essay: "The Tarot Cards Painted by Bonifacio Bembo for the Visconti-Sforza Family" by Gertrude Moakley  36 Secrets by T. Susan Chang +++ Cole is a word weaver, tarot traveler, and magic maker. A Virgo Sun and Gemini Rising, she finds Mercury fascinating and confounding in blissfully unequal measure. She attains her joy in constellating with her community, and aims to elevate and empower her tarot clients as a guide at their side, rather than to lead the way. Cole spent her 20s and early 30s pursuing a career in psychology as a family therapist specializing in adolescent counseling, and she rediscovered her love for tarot just before her first Saturn return. Over the last decade, she has embraced her role as a lifelong student and seeker, standing now at the crossroads of wisdom and mystery, knowing there are more trails to uncover. Perhaps you will show her a path you have found?  In the digital realm, Cole shares explorations centering on creative expression and tarot adventuring, and you can find her on Instagram and SubStack under Rosie Cole Reads (@RosieColeReads). On the physical plane, she finds comfort in sharing a home with her two 13-year-old Gemini crone kitties, with open books and a tarot deck within arm's reach. In either dimension, she will try to make you laugh. +++ LEARN ABOUT THE MAGICIAN'S TABLE 2025 HERE! See who this year's three 13th Readers are and what the frequency and structure will be like for this year's iteration. Now in its 5th year - our Hierophant Year!  The discounted Early Bird pricing this year is ONLY AVAILABLE THROUGH THE TMT 2025 WAITLIST. Only those on that list will receive the link to apply on Feb 27. Applications will be taken Feb 27-March 2. Only applications received that weekend will be eligible for the EB discounted tuition. All scholarship requests must move through this process, so be sure you're on the waitlist.  It's highly possible that most cohorts will fill from applications submitted Feb 27-March 2. Joining the waitlist is not an application to apply. Applying is not enrolling. If you want to give yourself options, join the waitlist, then apply. Then decide upon receiving your acceptance.  The only applications I decline are those where it's very clear the applicant hasn't read the course page and doesn't understand the structure and intensity of this offering, or when the applicant reveals that they do not have the emotional or somatic capacity to hold the energy of this transformation right now.  Questions? Please read through the course page carefully, stay tuned for more podcasts and emails on this offering, and/or reach out to my team at info@brittenlarue.com.  +++ Join Burning Through the Freeze: A Magician's Table Mini-Workshop HERE. Grab it for $25 or for free if you are on the TMT 2025 waitlist. This workshop will expire on March 3, 2025, so be sure to watch it or download it before then!  +++ E M E R G E N C E  A S T R O L O G Y ⁠⁠https://brittenlarue.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠@brittenlarue ⁠⁠⁠⁠⁠⁠Order Living Astrology⁠⁠⁠⁠⁠⁠ Join my newsletter here Check out my new podcast CRYSTAL BALLERS on Spotify, Podbean, and Apple. +++ Podcast art: Angela George. Podcast music: Jonathan Koe.

In this episode, I bring back one of my favorite word witches, Lisa Quigley of The Glitch Witch. I ma so proud to share that Lisa is one of the three 13th Readers for The Magician's Table this year.  We discussed: - the TMT phrase “my modality is me,” which came from her 2023 cohort colleague Carly Greis  - how Lisa discovered my work from the Moon to Moon episode with Danica Boyce - Lisa's evolution from wanting to be a traditional tarot reader to focusing on the creative process and mystical creativity - the excitement she felt when her 2023 13th Reader Rebecca Padgett mentor, describing her channel as "Galactic," which resonated with her secret obsession - how embracing her mystical curiosity affected her relationship with her husband, and her fear of losing him as she came out with her “weirdness” - how she has learned to appreciate and his and her own skepticism as not a threat to her interests and fascinations  - the importance of not denying skepticism and how it can be a healthy response to past experiences - the invitation to not need to believe in something in order to explore it, and how this approach has led to more real experiences - how Lisa stays emergent with her evolving desires ++ About Lisa: I am a conscious contact guide, quantum hypnotist, psychic channel, and intergalactic witch. I'm a is a multi-hyphenate star-being-in-human-form with extensive training in hypnosis, energy work, psychism, channeling, contact work, human design, and more—which have integrated into my psyche to form a bespoke synthesis of mystical gnosis. The Glitch Witch was birthed inside The Magician's Table 2023. Of course, that's both true and not true. As I wrote on the opening page of my TMT journal: “The starting point is ancient, and outside of time. My being here now is inevitable, because I was always going to be here.”  I came to the Table in 2023 with a sense of fierce readiness, after a lifetime of devotion to my calling. I have felt an invisible pull on my heart since I was a little girl, talking to Lilac People and chasing butterflies in the sunlight. I say it was a lifetime, and that's true, but that doesn't mean it was ever clear, or that I never had my doubts about it, or that I ever even knew what it was. But my commitment to TMT in 2023 was an energetic message through the circuits of whatever connected me to that calling. I came to the Table to reverberate my clear YES through the timelines: I am here. I am ready. I will not turn away. I'm listening. It was toward the end of the TMT that I heard: The Glitch Witch—and just like that, more of my work revealed itself. Another glimmering thread to grasp in the dark. Another pull on the path of my heart. I call my mercurial and mutable practice Glitch Witchery and I am devoted to helping you remember who you are, and why you came here. Utilizing an intuitive blend of modalities, I collaborate with misfits, weirdos, freaks, and dreamers who are ready to claim their role as Sacred Aberrations in the human collective. To find the gifts you seek look no further than your so-called glitches. All the ways you “don't fit in”—these are your superpower codes. You did not come here to “fit in” to a malfunctioning system. You are here to spread your alternate codes through it like a holy virus—to glitch the system. +++ LEARN ABOUT THE MAGICIAN'S TABLE 2025 HERE! See who this year's three 13th Readers are and what the frequency and structure will be like for this year's iteration. Now in its 5th year - our Hierophant Year!  Alumni get an extra sweet discount this year when you apply by Jan 31. Please email info@brittenlarue.com if you are no longer getting my newsletter so I can share the link to apply. The discounted Early Bird pricing this year is ONLY AVAILABLE THROUGH THE TMT 2025 WAITLIST. Only those on that list will receive the link to apply on Feb 14. Applications will be taken Feb 14-16.  Only applications received that weekend will be eligible for the EB discounted tuition. All scholarship requests must move through this process, so be sure you're on the waitlist.  It's highly possible that most cohorts will fill from applications submitted Feb 14-16. Joining the waitlist is not an application to apply. Applying is not enrolling. If you want to give yourself options, join the waitlist, then apply. Then decide upon receiving your acceptance.  The only applications I decline are those where it's very clear the applicant hasn't read the course page and doesn't understand the structure and intensity of this offering, or when the applicant reveals that they do not have the emotional or somatic capacity to hold the energy of this transformation right now.  Questions? Please read through the course page carefully, stay tuned for more podcasts and emails on this offering, and/or reach out to my team at info@brittenlarue.com.  +++ E M E R G E N C E  A S T R O L O G Y ⁠⁠https://brittenlarue.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠@brittenlarue ⁠⁠⁠⁠⁠⁠Order Living Astrology⁠⁠⁠⁠⁠⁠ Join my newsletter here Check out my new podcast CRYSTAL BALLERS on Spotify, Podbean, and Apple. +++ Podcast art: Angela George. Podcast music: Jonathan Koe.