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Submarine and A Roach — Nigeria's funniest podcast and the #1 comedy podcast in Nigeria — presents Episode 248, “OZEMPIC LIVES MATTER – Part II,” hosted by TMT, Koj, and Mayowa.This week starts in the trenches of modern insecurity: pink lips, under-bridge beauty hacks, instant gratification, and the booming business of selling people relief from bodies they were taught to hate. The boys use Serena Williams, Oprah, and the whole GLP-1 era to ask a darker question: if even the richest, most decorated people in the world can still be got by insecurity, what exactly is capitalism doing to the rest of us?From there, it opens into a bigger conversation about media, ambition, and why America remains the greatest and worst country on earth: the kind of place where someone can raise millions for a football media product just because they believe hard enough. That leads into a proper Submaroach media summit — the boys sketch out what a real Nigerian football media company could look like, name their Mount Rushmore of Nigerian media, and side-eye the structures that make some ecosystems flourish while others are left begging telcos and betting companies for crumbs.They also get into the week's current-events circus: Timothée Chalamet casually cooking opera and ballet, Canal+ swallowing Showmax, and Daniel Bwala embarrassing himself in public service of power. It becomes a wider riff on shamelessness, political attack dogs, and why journalism is not supposed to be government PR, no matter how badly some people want applause for bare minimum governance.Then the episode lands on the piracy debate, sparked by Big Jolls and a very online argument about books, access, and theft. The boys wrestle with the real tension at the heart of it: if the people downloading the books were never going to buy them anyway, who exactly is being robbed — and does that change the ethics of the act? It's a classic Submaroach mix of body politics, Nigerian media, celebrity nonsense, political foolishness, and digital morality, all tied together with jokes sharp enough to cut through the discourse.
Welcome to Lords of Limited, the podcast dedicated to getting you better at drafting in Magic: the Gathering. This week, we're taking a trip down memory lane with the viral “9 Cards That Made Me” project. Then after a quick recap on our TMT pick-1 draft thoughts, we dive into a new episode series on Archetype Architecture and kick things off with Izzet. We look at what the archetype does historically, and why it's been more or less successful in certain sets in the play booster era. Then we explore what the scaffolding of those sets can teach us about predicting this archetype's strength in future sets.
New set, new rules and despite its small size TMT looks interesting. There is a variety of diverse strategies which are viable - aggro, control, tempo are all there. And some cards do surprisingly well - check out this episode to see which ones and why. Ping me for coaching. Join the Discord, sign up for Patreon, and use this Linktree for everything else! Watch this episode and see the slides: Episode #178This podcast is sponsored by mtgazone.com - get your reading fix from the best and brightest Magic writers in the business.You can get the BulkBox if you are in the UK. Remember to use SIERKO10 code for a 10% discount!If you are outside of UK, you can find your local distributor on the BulkBox website
In the second of our two-part panel discussion from Morgan Stanley's TMT conference, our analysts break down the complexity of financing AI's infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist at Morgan Stanley. Today we're continuing our conversation with Stephen Byrd, Josh Baer and Lindsay Tyler. This time looking at financing AI and some of the risks to the story. It's Friday, March 6th at 11am in San Francisco. So yesterday we spoke about AI adoption. And while there's a lot of excitement on this theme, there've also been some concerns bubbling up. Lindsay, I want to start with you around financing. That's another critical component of the AI build out. What's your latest on the magnitude of the data center financing gap, and what role [are] credit markets playing here? Lindsay Tyler: Yeah, in partnership with Thematic Research, Stephen and team, and colleagues across fixed income research last summer, we did put out a note, thinking about the data center financing gap, right? So, Stephen and team modeled a $3 trillion global data center CapEx need over a four-year timeframe. So, in partnership with fixed income across asset classes, we thought: okay, how will that really be funded? And we came to the conclusion that the hyperscalers, the high quality hyperscalers, generate a good amount of cash flow, right? So, there's cash from ops that can fund approximately half of that. But then we think that fixed income markets are critical to fund the rest of the funding gap. And really private credit is the leader in that and then aided by corporate credit and also securitized credit. What we've seen since is that yes, private credit has served a role. There is this difference between private credit 1.0, which is more of that middle market direct lending. And then private credit 2.0, which is more ABF – Asset Based Finance or Asset Backed Finance. And what we see there is an interest in leases of hyperscaler tenants, right? We've also seen in the market over the past nine months or so, investment grade bond issuance by hyperscalers. Obviously, a use of cash flow by hyperscalers. We've seen the construction loans with banks and also private credit per reports. We've also seen high yield bond issuance, which is kind of a new trend for construction financing. We've seen ABS and CMBS as well. And then something new that's emerging in focus for investors is more of a chip-backed or compute contract backed financings, like more creative solutions. We're really in early innings of the spend right now. And so, there is this shift. As we start to work through the construction early phases, the next focus is: okay, but what about the chips? And so, I think a big focus is that, you know, chips are more than 50 percent of the spend for if you're looking at a gigawatt site. And it depends what type of chips and kind of what generation. But that's the next leg of this too. So, it's kind of a focus, you know, for 2026. Michelle Weaver: And how do you view balance sheet leverage and financing when you think about hyperscaler debt raising magnitude and timelines? Lindsay Tyler: So just to bring it down to more of a basic level, if you need compute, you really might need two things, right? A powered shell and then the chips. And so, if you're looking for that compute, you could kind of go in three basic ways. You could look to build the shell and kind of build and buy the whole thing. You could lease the shell, from, you know, a developer, maybe a Bitcoin miner too – that is converted to HBC. And then you kind of buy the chips and you put them in yourselves. Or you could lease all the compute; quote unquote lease, it's more of a contract. In terms of the funding, if you're thinking about the cash flows of some of the big companies – think of that as primarily being put towards chip spend. If you're thinking about the construction that's kind of split between cash CapEx but also leases. And so, what we've seen is that there is more than [$]600 billion of un-commenced lease obligations that will commence over the next two to five years, across the big four or five players. And then my equity counterparts estimate around [$]700 billion of cash CapEx that needs this year for some of those players as well. So, these are big numbers. But that's kind of how, at a basic level, they're approaching some of the financing. It's a split approach. Michelle Weaver: And what have you learned around financing the past few days at the conference? Anything incremental to share there? Lindsay Tyler: Sure. Yeah. I think I found confirmation of some key themes here at the conference. The first being that numerous funding buckets are available. That was a big focus of our note last year is that you can kind of look at asset level financing. You can look at public bonds, you can look at some equity. There are these different funding buckets available.The second is that tenant quality matters for construction financing. I think I've seen this more in the markets than maybe at this conference over the past two to three weeks. But that has been a focus of pricing for the deals, but also market depth for the deals. A third confirmation of a key theme was around the neo clouds and also the GPU as a service business models. Thinking about those creative financings, right. Are they thinking about from their compute counterparties? Would they like upfront payments? Might they look to move financing off [the] balance sheet, if they have a very high-quality investment grade rated counterparty? So, there is some of this evolution around those solutions. And then a fourth key theme is just around the credit support. And Stephen has and I have talked about this around some of the Bitcoin miners – is that, you know, there can be these higher quality investment grade players that might look to lend their credit support. Maybe a lease backstop to other players in the ecosystem in order to get a better pricing on construction financing. And we are seeing some press pickup around how that might play out in chip financing down the road too. Michelle Weaver: Mm-hmm. AI driven risk and potential disruption has been a big feature of the price action we've seen year-to-date in this theme. Stephen, what are some asset classes or businesses you see as resistant to some of this disruption? Stephen Byrd: We spend a lot of time thinking about, sort of, asset classes that are resistant to deflation and disruption. And what's interesting is there's actually a handful of economists in the world that are doing remarkable work on this concept. That they would call it the economics of transformative AI. There are three Americans, two Canadians, two Brits, a number of others who are doing really, really interesting work. And essentially what they're looking at is what do economies look like? As we see very powerful AI enter many industries – cause price reductions, deflation… What does that do? They have a lot of interesting takeaways, but one is this idea that the relative value of assets that cannot be deflated by AI goes up. Very simple idea. But think of it this way, I mean, there's only, you know, one principle resort on Kauai. You know, there's a limited amount of metals. And so, what we go through is this list that's gotten a lot of investor attention of resistant asset classes or more of the resistant asset classes that can go up in value. So, there are obvious ones like land, though you have to be a little careful with real estate in the sense that like, office real estate probably wouldn't be where you would go. Nor would you potentially go sort of towards middle income, lower income housing. But more, you know, think of industrial REITs, higher-end real estate. But there are a lot of other categories that are interesting to me. All kinds of infrastructure should be quite resistant, all kinds of critical materials. Metals should do extremely well in this. But then when you go beyond that, it's actually kind of interesting that there; arguably there's a longer list than those classic sort of land and metals examples.Examples here would be compute… Michelle Weaver: Mm-hmm. Stephen Byrd: I thought Jensen put it, well, you know, if there's a limited amount of infrastructure available, you want to put the best compute. And ultimately, in some ways, intelligence becomes the new coin of the realm in the world, right? So, I would want to own the purveyors of intelligence. It could include high-end luxury. It could include unique human experiences. So, I don't know how many of y'all have children who are sort of college age. But my children are college age, and they absolutely hate what they would call AI slop.They want legit human content, and they seek it out. And they absolutely hate it when they see bad copies of human content. And so, I think there is a place in many parts of the economy for unique human experiences, unique human content, and it's interesting to kind of seek out where that might be in the economy. So those would be some examples of resistant assets. Michelle Weaver: Mm-hmm. Josh, software's been at really the center of this AI disruption debate. How would you compare the current pullback in software multiples to prior periods of peak uncertainty? And do you think any of these concerns are valid? Or how are you thinking about that? Josh Baer: Great question. I mean, software multiples on an EV to sales basis are down 30 – 35 percent just from the fall, I will say. And that's overall in the group. A lot of stocks, multiple handfuls, are down 60-70 percent over the last year. And what's being priced in is really peak uncertainty, a lot of fear. And these multiples, now four times sales – takes us all the way back about 10 years to the shift to cloud. And this time in many ways reminds us of that period of peak fear. In this case, what's being priced in is terminal value risk. We talked about this TAM yesterday. But you know, who is going to win that share? How is it divided from a competitive perspective across these model providers? The LLMs with new entrants. Of course, the incumbents. And this other idea of in-housing. Michelle Weaver: Mm-hmm. Josh Baer: So, there's competitive risk, there's business model risk. Are companies going to need to change their pricing models from seat-based to consumption or hybrid. And then last margin risk. Just thinking about the higher input costs and higher capital intensity. And so, you know, all of those fears are being priced in right now. Michelle Weaver: And we, of course though, had a bunch of these companies live with us at the conference. How are they responding to some of these risks? How are they addressing these investor concerns? Josh Baer: Most of the companies here from our coverage are the incumbent software vendors. And I think that the leadership teams did a really nice job coming out and defending their competitive moats and really articulating the story of why they are in a great position to capitalize on the opportunity. And the reasons can vary across different companies. But some of the commonalities are around enterprise grade, trust, security, governance, acceptance from IT organizations.The idea of vibe coding all apps in an organization get squashed when you actually talk to companies and chief information officers. For some companies there's proprietary data moats, network effects. All of that's on top of existing customer relationships. And so, you know, that was the message from the companies that we had. That we're the incumbents. We get to use all of the same innovative AI technology in the same way that all these different competitive buckets do. But we have, you know, that differentiation in that moat. And so, we're in a good place. Michelle Weaver: I want to wrap on a positive note. Stephen, what did you hear at the conference that you're most excited about? Stephen Byrd: I'd say the life sciences. A few investors pointed out that perhaps AI has a PR problem these days. And I do think showing a significant benefit to humanity in terms of improved health outcomes, whether that's just better diagnosis, you know. Away from this event, but I was in India the week before and, you know, AI can have a powerful benefit to the people who suffer the most in terms of providing very powerful medical tools in a distributed manner. So, I'm a big fan there.But you know, in many ways, curing the most challenging diseases plaguing humanity. The kind of problems involved in providing those and developing those cures are perfect for AI. So that, for me – stepping way back – that is by far the most exciting thing. Michelle Weaver: Josh, same to you. What are you most excited about? Josh Baer: From my perspective, it's potentially the turning point for software. The ability to showcase that we are at this inflection point and acceleration. To actually see that it takes time for our software companies to develop new AI technologies. Put that into products that have been tested and proven and go through the enterprise adoption cycle. And that we're at the cusp of more adoption – that's what our survey work says. And to see that inflection, I think can help to rerate this sector. Michelle Weaver: Lindsay, same question for you… Lindsay Tyler: Maybe I'll tie it to markets. I've already had a lot of more conversations with equity investors over the past, how many months? There's a big fixed income focus right now, which is a great, you know, spot and really interesting opportunity in my seat. And there's a lot of interesting structures coming to be right now in the credit space. So, I think it's an exciting time. Michelle Weaver: Lindsay, Stephen, Josh, thank you very much for joining to recap the event and let us know what you learned at the conference. To our audience, thank you for listening here live. And to our audience tuning in, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And share the podcast with a friend or colleague today.
Live from Morgan Stanley's TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley.Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.It's Thursday, March 5th at 11am in San Francisco.We're really excited to be here with all of you taping live. And we've got on stage with me. Stephen Byrd, he's our Global Head of Thematic and Sustainability Research; Josh Baer, Software Analyst; and Lindsay Tyler, TMT Credit Research Analyst.So, Stephen, I want to start with you, pretty broad, pretty high level. We recently published our fifth AI Mapping Survey that identifies how different companies are exposed to the broad AI theme. Can you just share with us some insights from that piece and how stocks are performing with this AI exposure?Stephen Byrd: Yeah, it's interesting. I mean, we've been doing this survey now, thanks to you, Michelle, and your excellent work, for quite a while. And every six months it is pretty telling to see the progression.I would say a few things that got my attention from our most recent mapping was the number of companies that are quantifying the adoption benefits continues to go up quite a bit. And to me that feels like that's going to be table stakes very soon as in every industry you see two or three companies that are really laying out quite specifically what they expect to be able to do with AI and lay out the math. I think that really is going to pull all the other companies to follow suit. So, we're seeing that in a big way.We do see adopters, with real tangible benefits performing well. But a new thing that we're seeing now, of course, in the market is concerns that in some cases adoption can lead to dramatic deflation, disruption, et cetera. That's coming up as well. So, we're seeing greater concerns around disruption as well.But broadly, I'd say a proliferation of adoption, that that universe of companies continues to grow, increases in quantification of the benefits. So, that is good. What's really surprised me though, is the narrative among investors has so quickly moved from those benefits which we've talked about into flipping that to toggle all negative, which I know some of our analysts have to deal with every day. The mapping work suggests significant benefits. But the market is fast forwarding to very powerful AI that is very disruptive in deflation. And that's been a surprise to me.Michelle Weaver: Mm-hmm. Josh, I want to bring software into this. Your team has been arguing that AI is actually good for software. And it's really something that you need that application layer to then enable other companies to adopt AI. Can you tell us a little bit about how much GenAI could add to the broader enterprise software market? And how are you thinking about monetization these days?Josh Baer: Of course. I think the best starting place is a reminder that AI is software, and so we see software as a TAM expander. And in many ways, even though this is extremely exciting innovation, it's following past innovation trends where first you see value accrue and market cap accrue to semiconductors, and then hardware and devices, and then eventually software and services. And we do think that that absolutely will occur just given [$]3 trillion in infrastructure investment into data centers and GPUs.There's got to be an application layer that brings all of these productivity and efficiency gains to enterprises and advanced capabilities to consumers as well. And so we see AI more as an evolution for software than a revolution. An evolution of capabilities and expansion of capabilities. LLMs and diffusion engines absolutely unlocked all of these new features of what software can do. But incumbents will play a key role in this unlock.And our CIO surveys really support that. Quarterly we ask chief information officers about their spending intentions, and these application vendors who we cover in the public markets are increasingly selected as vendors that companies will go to, to help deploy and apply AI and LLM technologies.So, to answer your question, we estimate GenAI could unlock [$]400 billion in incremental TAM for software; for enterprise software by 2028. And this is based on looking at the type of work able to be automated, the labor costs associated with that work, the scope of automation, and then thinking about how much of that value is captured typically by software vendors.Michelle Weaver: And you have a bit of a different lens on AI adoption. So, what are some of the ways you're hearing software customers using these AI tools and anything interesting that popped up at the conference?Josh Baer: To echo what Stephen laid out, I mean, all of our software companies are using AI internally, both to drive efficiencies, but also to move faster. So thinking about product. Innovation, you know, the incumbents are able to use all of the same coding tools and, you know, …Michelle Weaver: Mm-hmm.Josh Bear: … products geared to developers to move faster and more efficiently on R&D. So, they're doing more. From a sales and marketing perspective, a G&A perspective, every area of OpEx, our software companies are in a great position to deploy the AI tools internally.I think more important[ly], speaking to this TAM and expanded opportunity, is our companies have skews that they're monetizing. It might be a separate suite that incorporates advanced AI functionality. It might be a standalone offering, or it might be embedded into the core platform because the essence of software is AI and it, you know, leading to better retention rates and acceleration from here.Michelle Weaver: Mm-hmm. And Stephen, going back to you on the state of play for AI, we had the AI labs here and we heard a lot about the developments and what's to come. So, what's your view on the trajectory for LLM advancements and what are some of the key signposts or catalysts you're watching here?Stephen Byrd: Yeah, this is for me, maybe the most important takeaway of the conference – is this continued non-linear improvement of LLMs, which we've been writing about for quite some time. And just to give you an example, we think many of the labs have achieved a step change up in terms of the compute that they have, in some cases 10 x the amount of compute to train their LLMs. And that [if] the scaling laws hold – and we see every sign that they will – a 10x increase in compute used to train the models results in about a doubling of the model capabilities.Now just let that sink in for a moment. Let's just think about that. A doubling from here in a relatively short period of time is difficult to predict. It's obviously very significant and I think several of the LLM execs at our event sounded to me extremely bullish on what that will be. A lot of that I think will be evident in greater agentic capabilities.But also, I'd say greater creativity. It was about three weeks ago, three of the best physics minds in the world worked with an LLM to achieve a true breakthrough in physics – solving a problem that had never been solved before. A couple of days ago, a math team did the same thing. And so, what we're seeing is sort of these breakthrough capabilities in creativity. This morning I thought Sam speaking to, you know, incredible increases in what these models can do – which also brings risk. You know, I think it was interesting he spoke to, you know, the risk of misalignment, the risk of what these models are doing.But for me, that's the single biggest thing that I'm thinking about, and that's going to be evident in the next several months.Michelle Weaver: Mm-hmm.Stephen Byrd: So, you know, on the positive side, it leads to greater benefits from AI adoption. And to Josh's point that, you know – more and more the economy can be addressed by AI, I do get concerned about the risk that that kind of step change will create greater concerns about disruption and deflation.That causes me to think a lot about that dynamic. Interestingly, we think the Chinese labs will not be able to keep pace just for one reason, which is compute. We think the Chinese labs have everything else they need. They have the talent, the infrastructure. They certainly have the energy, power. But they don't have the chips.If what we laid out with the American models turns out to be true, I could see a chain reaction where the Chinese government pushes the Trump administration for full transfer of the best technology to China. And China could use their rare earth trade position to ensure that. So, that's sort of the chain reaction I've been thinking about.Michelle Weaver: Mm-hmm. So, let's think about then bottlenecks in the U.S. Power is still one of the main bottlenecks. We had several of the solutions providers here at the conference. So, what are you thinking in terms of the size of the power bottleneck in the U.S. and how are we going to fix that?Stephen Byrd: Yeah, absolutely. I am bullish on the companies that can de-bottleneck power, not just in the U.S., a few other places. Let's go through the math in terms of the problem we face and then the solution.So, we have this very cool – it is cool if you're a nerd – power model that starts in the chip level up, from our semiconductor teams. And from that, we build a global power demand model for data centers. We then apply that to the U.S.Through 2028 we need about 74 gigawatts of data centers, both AI and non-AI to be built in the United States. I don't think we'll be able to achieve that for lots of reasons. But starting from that 74, we have sort of 10 gigs that have been recently built or are under construction. We have 15 gigs of incremental grid access, but after those two, we have to go to unconventional solutions, meaning typically off-grid solutions, over 40 gigawatts of unconventional solutions.So that will be repurposing Bitcoin sites, which could be sort of 10 to 15 gigawatts. That'll be big. Renewable energy, fuel cells will be part of the solution. Gas turbines will be a big part of the solution. Co-locating at a few nuclear plants. I'm less bullish than I used to be on that. But when we net all that out, we think the U.S. is likely to be 10 to 20 percent short of the data center capacity that will need to be in.It's not just a power grid access issue, though, that's a big one. Labor is now showing up as a huge issue. Many of the companies I speak to trying to develop data centers struggle with availability of labor. Electricians being one very tangible example. In the U.S. we need hundreds of thousands of additional electricians.So, for any of your children, like mine, thinking about careers, you know, you'd be surprised [at] the amount of money that people are making in the infrastructure business that does feel like it's a labor shift that's going to have to happen, but it's going to take years. So, in that context, we had a number of the Bitcoin companies at our event here. And the economics of turning a Bitcoin site into hosting a data center are extremely attractive. I mean, extremely attractive.To give you a sense of that. Before this opportunity presented itself to these Bitcoin players, those stocks tended to trade at an enterprise value per watt of about $1 to $2 a watt. Then we started to see these deals in which the Bitcoin players build a data center and lease them to hyperscalers. Those deals – depends a lot on the deal but – have created between $10 and $18 a watt of value. Let me repeat that. 10 to 18 – relative to where these stocks were at 1 to 2.Now many of these stocks have rerated, but not all of them. And there's still quite a bit of upside. And what we've noticed is the economics that the hyperscalers are paying are trending up and up and up. Because of this power shortage that we're dealing with. So, a lot of exciting opportunities are still in the power space.Michelle Weaver: Great. Well, I think that's a good place to wrap this first part of our conversation around AI adoption and the state of play. We'll be back again tomorrow with Part Two, looking at financing and risks.To our panelists, thank you for talking with me. And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference. Plus: Paramount Skydance Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In today's episode, we spoke with Eric K. Singhi, MD. Dr Singhi is an assistant professor in the departments of general oncology and thoracic/head and neck medical oncology at The University of Texas MD Anderson Cancer Center in Houston.Antibody-drug conjugates (ADCs) are rapidly emerging as one of the most exciting therapeutic advances in lung cancer. In this episode, Singhi explored how TROP2-directed ADCs are beginning to reshape treatment strategies across both non–small cell and small cell lung cancer.Singhi discussed where these agents currently fit within the treatment algorithm for EGFR-mutant non–small cell lung cancer, including the recent accelerated approval of datopotamab deruxtecan-dlnk (Datroway; Dato-DXd) and the evolving clinical data supporting its use after progression on targeted therapy and platinum-based chemotherapy. He also examined emerging evidence for other TROP2-targeting agents such as sacituzumab tirumotecan (sac-TMT) and what early trial results suggest about response rates and future treatment sequencing.Beyond efficacy, Singhi highlighted the practical considerations oncologists must navigate as ADCs enter routine practice, from managing chemotherapy-like toxicities to monitoring for unique adverse effects such as stomatitis, ocular effects, and interstitial lung disease.In our exclusive interview, Dr Singhi discussed where agents like dato-DXd and sac-TMT may fit in evolving treatment algorithms, the clinical data driving their momentum, and what oncologists should consider as these therapies move closer to routine practice in lung cancer.
The boys are back and this week we're discussing the BAFTA's, The lack of Peace in the Middle East, AI as research, NEPO baby's over the age of 50. Koj gets into his new trivia project, Mayowa let's us in on some of his childhood lore and TMT talks about his new Tiktok project.
In this conversation, Britten welcomes TMT 2025 alums Christine Gutierrez, Kate Eastridge, and Katrine Waugh to reflect on what it was like to ride the emotional waves of The Magician's Table through the lens of the Prince of Cups. Together, they share how they found the container, what they brought to practice, and what unfolded as they entered initiation weekend, navigated vulnerability, strengthened self-trust, and emerged with deeper confidence in their magic. This episode traces the arc of saying yes, being held, and carrying the medicine forward into the world. Topics They Cover: How each of them found The Magician's Table: from podcast serendipity to repeated returns to the sales page to the quiet build-up of the idea that they can be a part of this bigger thing What they brought to the container (mediumship, astrology, tarot) and how their practice evolved through consistent weekly readings and exchange The initiation weekend experience and what it felt like to enter a structured, intimate space that is designed to hold you The emotional rhythm of the container: nervousness, imposter feelings, surprise and delight, strengthening self-trust, and the feeling of time outside of time The power of structure and community: being witnessed, building integrity, honing skills, and learning to hold space for others What it felt like to close the container and why they'd say yes again (and encourage others to honor the pull if they feel it) THE DOORS TO THE 2026 MAGICIAN'S TABLE ARE NOW OPEN! The Magicians of the Class of 2026 are taking their seats! THE DEADLINE IS WEDNESDAY NIGHT, MARCH 4! The only way to apply to TMT is to be on the mailing list. Join it now and you will receive the link to the application. About Christine Gutierrez: Christine is a certified hypnotist, performer, writer, spirit channel and mother. A student and practitioner of meditation for three decades, she creates calm, sacred spaces designed to support transformation and inner exploration. Her approach is intuitive, compassionate, and collaborative, with each journey uniquely crafted—whether guiding someone to ease anxiety, release limiting patterns, or deepen spiritual insight. Christine believes that both the subconscious and the luminous field hold hidden keys to growth and healing, waiting to be discovered. Her training includes certification as a hypnotist through the Hypnosis Motivation Institute and ongoing study in Evidence Based Hypnosis with Desiree Eckert. She has also studied spirit channeling and mediumship under the mentorship of Allison Pharmakis, founder of Medium for the Message. LINKS: http://www.theluminousfield.co https://theluminousfield.beehiiv.com/ About Kate Eastridge: With more than twenty years working behind the scenes in film and television, Kate Eastridge built a career helping bring imagined worlds to life. Before she ever stepped onto a set, she was captivated by stories of reinvention and reckoning blended with the farcical rhythm and profound questions of an existential comedy. Drawn to stories that bend time such as Groundhog Day and Palm Springs or the sudden presence of an omniscient voice narrating one's life in Stranger Than Fiction. Kate seeks stories about awareness. About how one's perceptions might change when we shine a light on the cycle of what's happening right now. 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Life 3 Years After Stroke: Three years ago, Pete Rumple was in a hospital bed, weighing 337 pounds, unable to walk, unable to talk, and completely paralysed down his right side following a massive hemorrhagic stroke. He was on 17 medications and had just spent his first night as a wheelchair user. By his own admission, the first year was so dark that he didn’t want to live. Today, Pete does CrossFit every day, has lost 150 pounds, is off 15 of his 17 medications, and is about to launch a new business at 61 years old. This is what life 3 years after a stroke can look like and, more importantly, how Pete got there. The First Decision: Control What You Can Within days of his stroke, while still in the hospital, Pete made a choice. He couldn’t walk. He couldn’t use his right arm. Doctors were managing everything around him. But he could control one thing: what he ate. “I got to change everything,” he says. “And as I lay there, this was one thing I could control with all the things I couldn’t.” Pete reduced his intake to two or three bites of food per day. By the time he left the hospital 30 days later, he had lost 40 pounds. That single decision became the foundation of everything that followed. For anyone newly out of the hospital and feeling overwhelmed, this is perhaps the most important message: you don’t have to fix everything at once. Find one controllable. Start there. Books like Grain Brain by Dr David Perlmutter and Why We Get Sick by Benjamin Bikman are excellent starting points for understanding the role of nutrition in brain recovery; both are recommended in this episode. Movement: From Water to CrossFit Pete’s physical recovery moved in deliberate stages. With right-side proprioception severely affected, his body couldn’t properly sense where it was in space land-based exercise felt impossible at first. The solution was water. “The water surrounds you,” Pete explains. “It’s easier to move with what we both have.” He spent nearly a year in the pool doing aquatic therapy, then transitioned to a gym with a personal trainer for four months, then, in April 2024, ditched his cane and started CrossFit. He now attends every day, with about 30% modification. The journey from wheelchair to CrossFit wasn’t fast, and it wasn’t linear. But it was intentional. The Brain Science Behind Doing Hard Things One of the most fascinating parts of Pete’s recovery is how he used neuroscience to drive his progress. After watching a Huberman Lab episode featuring David Goggins, he learned about the anterior mid-cingulate cortex (AMCC), a region of the brain that grows and strengthens specifically when you do things that are difficult and unpleasant. “Everything I did not enjoy or created pain, I’m doing it.” This wasn’t masochism. It was a strategy. Pete began deliberately choosing the exercises, behaviours, and tasks he least wanted to do and watched his recovery accelerate as a result. His speech improved. His movement improved. His cognitive function came back faster. Bill adds important context here: when you visualise movement, your brain fires the same neural pathways as when you physically perform it. Pete used this daily, studying his CrossFit workout the night before, visualising each exercise, then arriving 30 minutes early to breathe and mentally rehearse before training. This is neuroplasticity working for you, not against you. The choice is yours: choose the hard that rewards you, or endure the hard that doesn’t. Identity: Three Words That Changed Everything Beyond the physical, Pete’s recovery demanded a complete rebuild of who he was. An executive career was gone. Independence had been stripped away. The personality and habits that contributed to the stroke, such as overworking, overeating, and using alcohol to manage stress, needed to be replaced, not just removed. He approached this the way he’d approached business: with a framework. At any given time, Pete identifies three words that define who he is. Right now: resilient, consistent, and unafraid. “I try to be honest with myself and say, where am I now?” he explains. “And it may change, but it gives me something to triangulate toward.” This kind of identity-based self-management, knowing who you are deciding to be, not just what you are trying to do, is one of the most transferable lessons from Pete’s story. What Life 3 Years After Stroke Really Looks Like Pete’s neurologist, who once saw him quarterly, recently told him she doesn’t need to see him annually anymore. “We have not seen this kind of recovery before from what you had,” she said. He’s about to start a fractional leadership business with a former CFO. He does CrossFit every day. He sleeps well. He volunteers. He uses AI tools to stay sharp and curious. He is, as he puts it, “on the other side of it.” But he’s also clear-eyed about what’s ahead: returning to high-stakes work, managing the stressors that contributed to his stroke in the first place, and monitoring the potholes that come with re-entering a demanding professional world. “I realise that is a very real risk,” he says. “I’m going to test and learn.” The Lily Pad Principle When asked how to frame the journey for people still in the early stages, Pete offers one of the most useful images in this entire conversation: “It’s like lily pads across the lake. Get to a lily pad, then get to the next one. Don’t worry about boiling the ocean. Don’t worry about what it’s going to be in months or a year. Step by step. Keep pushing.” That is life 3 years after stroke, not a finish line, but a direction. And for Pete Rumple, the direction is forward. Want more stories like this? Read Bill’s book recoveryafterstroke.com/book | Support the show: patreon.com/recoveryafterstroke Disclaimer This blog is for informational purposes only and does not constitute medical advice. Please consult your doctor before making any changes to your health or recovery plan. From Wheelchair to CrossFit: Life 3 Years After a Massive Hemorrhagic Stroke Pete Rumple lost 150 lbs, ditched the wheelchair, and now does CrossFit at 61. Here’s what life 3 years after a stroke really looks like. Turnto.ai InterviewPeter Rumple Interview EP 332Turnto.ai discount code: Bill10Highlights: 00:00 Introduction to Life 3 Years After Stroke Recovery Journey05:31 Physical Recovery and Rehabilitation11:05 Dietary Changes and Weight Loss15:42 Medication Management and Health Improvements21:29 The Role of Visualisation in Recovery26:03 Embracing Discomfort for Growth33:31 The Power of Hard Work and Persistence40:53 The Journey Back to Work50:48 Navigating Health Challenges56:25 Resilience and Consistency in Recovery01:04:38 Proactive Health Management01:15:11 Defining Identity Through Resilience Transcript: Introduction to Life 3 Years After Stroke Recovery Journey Pete Rumple (00:00)And Bill, I want to take a second and plug your book back in the first ⁓ the first session I did with you, I referenced a number of things you taught me through the podcast that I did to make to start building momentum like the cooking dinner every day was the to do. That was your mission. Yeah. so much of what I’ve learned from you, the podcast and what’s inevitably in the book was a great starting point for me. And I built my, my stuff on top of it, but it was really great to stand on your shoulders and get, and get that lift. Bill Gasiamis (00:44)Hi everyone, before we get into Pete’s story and you are definitely going to want to hear this one. I want to share something I’ve been using myself that I genuinely think could help a lot of you. It’s called turn2.ai and it’s an AI health sidekick that keeps you up to date with personalized updates every single week. Did you know there were over 800 new things published every week related to stroke? Research, expert discussions. patient stories, clinical trials, events. It’s an enormous amount of information. Turn2 finds what’s most relevant to you and delivers it straight to your inbox. I use it myself and it’s genuinely my favorite tool for 2026 for staying across what’s new in stroke recovery. It’s low cost and completely patient first. You can try it for free. And when you’re ready to subscribe, you can use my code, BILL10, at turn2.ai slash sidekick slash stroke to get a discount. I earn a small commission if you use that link at no extra cost to you. And that helps keep this podcast going. Also, if you haven’t yet, pick up a copy of my book, head to recoveryafterstroke.com/book. Real stories, real tools. The same stuff Pete and I talk about today and a huge thank you to everyone supporting us on Patreon and in the other ways that you support the show and myself. You’re the reason this content stays free for the people who need it You can support the show at patreon.com/recoveryafterstroke. Right. Let’s get into Pete Rumple’s story. Massive hemorrhagic stroke. Wheelchair couldn’t walk or talk 337 pounds three years later. He does CrossFit every day So you’re gonna want to hear this one. Let’s get into it Bill Gasiamis (02:35)Pete Rumpel, hello, welcome back. Pete Rumple (02:38)Hey Bill, it’s great to see you again. Bill Gasiamis (02:41)Great to see you too, my friend. ⁓ Last time we met was about a year ago. And this is gonna be a slightly different episode because we’re gonna talk about what things were like then and then what they’re like now, just so that we can paint a picture for people about how recovery has gone, what happened in the last 12 or so months. And in the previous episode, by the way, that was episode… 338 or something. And now we’re nearing episode 394, 395. will be. So I’ve been pretty consistent. So it means that it’s been over a year because I try and release one episode a week, et cetera. So it’d be a really good thing to do for people is to give them a bit of a guide of. some of the setbacks, some of the challenges, some of the things that have changed, improved. And now everyone’s different, okay? So this is Pete’s version. And what we’re hoping to do is kind of inspire hope, Pete, right? We wanna give people hope that things can change and improve. And even if it’s slower for you than other people, there can be a reward for putting in a lot of effort, hard work, re-educating yourself about what it means to live healthily. and all that kind of thing. And give us just a little bit of an insight because there’ll be a link to the original video where you can find out Pete’s complete story, but give us a little bit of an insight into the stroke, the day that it happened, what it was like. Pete Rumple (04:24)Okay, you bet Bill it was about 38 months ago. The stroke, was, it was a massive hemorrhagic stroke. ⁓ eight months in a wheelchair had to learn to talk again, walk again, all that. And, ⁓ so we had, ⁓ had the call about a little over a year and a half through it. And then, ⁓ now I’m further through it and, it’s gone amazing. I’m so lucky. So whatever we want to dig into that’ll be great. Bill Gasiamis (05:04)So your deficits were your right arm wasn’t working properly. Initially you weren’t able to walk. You were wheelchair bound for nearly six months. ⁓ So what are the physical deficits like now? What has changed? What has improved? And how did that go? what were the things that you did that helped you improve in that way? Physical Recovery and Rehabilitation Pete Rumple (05:31)Yeah. So Bill, I, um, it was my right side that I lost, which I forget what the term is, but, uh, it was my whole right side. So, um, when I, what, what I did that was important is first of all, totally overhauled my diet. And I, um, I had lost about 150 pounds. Um, I then, when I started about a year into it, I started, um, doing aquatics, the water aerobics to start dealing with their proprioception and the, um, and just movement. couldn’t, I couldn’t do that in, the ether. I couldn’t do it in the air. had to do it with the water. Bill Gasiamis (06:27)Okay, why is that? Because that’s interesting, because I have a similar problem with proprioception. My left side kind of doesn’t know where it is. There’s not enough information telling it where it is. And sometimes it overcompensates and I get off balance, etc. It feels strange. In the water, I also calmly, I felt calmly different, like I felt ⁓ more supported, even though the water wasn’t really supporting me. How was it for you? Pete Rumple (06:56)You’re absolutely right, Bill, because the water surrounds you, right? So it’s easy to move in the water with what we both have. So I spent almost a year in the water. then I started to, then what I did is I moved to a gym with someone helping me work out for about four months. And then in April, so almost a year ago, in April, I got rid of my cane and I went to CrossFit. And so now I do CrossFit every day. And that was really ugly at first, Bill, and I had to do a lot of modification. But now I modify probably 30%. But Bill Gasiamis (07:42)Uh-huh. Pete Rumple (07:54)row bike. can’t run yet. I’m still walking, but I’m getting ready to go to the beach and practice running for about a month. Bill Gasiamis (08:05)Okay, where in the head was the hemorrhagic stroke? Where did it happen? Do you know? Pete Rumple (08:14)The where, ⁓ I forget. Bill Gasiamis (08:18)That’s all right. It’s not important to remember. So also then, ⁓ when you had the hemorrhagic stroke, how was it rectified or resolved? Did they operate? What did they do? Pete Rumple (08:30)They didn’t have to operate. Bill Gasiamis (08:32)Uh-huh. Pete Rumple (08:33)They just, I got in there, they did things to make sure the bleeding stopped, ⁓ but it was no operation. Bill Gasiamis (08:45)what caused the bleed? Was it ⁓ high blood pressure as a result of your weight? Pete Rumple (08:50)It was a number of things, was high blood pressure, it was a lot of stress. They have a scale bill called the Holmes Raw Scale, Holmes with an L and Raw, R-A-H-E, where you can, it has like 42 major stress events. If you score under 150, you’re fine, 150, 300s. pretty bad and then over 300 is devastating like it’s predicts a major stroke or heart attack within a year. And I was 360 on that scale. I’d gone through the divorce, I had the kids, I had a job change, you name it, I had it. ⁓ Weight was not good, drank too much. So that was my wake up call. if you will, which was severe. And it’s been, it’s great now. Bill Gasiamis (09:53)Yeah, so your arm was completely flaccid, I think, when we spoke last. So where is it now? Pete Rumple (10:03)I can do everything with it. This is the, so I can lift and I’m lifting more weight, not where I was, but about probably 50%. I’m doing pull-ups with the arm and my legs are, I’ve worked them a lot. I’m very strong there. So it’s getting there. Bill Gasiamis (10:25)Okay, cool. When we spoke, you mentioned that in hospital alone, you’d lost 40 pounds. That kind of makes sense. A lot of people say that things change in hospital food relation. When you’re unwell, ⁓ how you consume food completely changes, as well as how hospitals ⁓ treat people with regards to the food, how it’s terrible, how often you get to eat. and how accessible it is. So, but earlier, a little earlier, you said that you lost 150 pounds all up. Dietary Changes and Weight Loss Pete Rumple (11:05)Yeah, Bill. So when I was in the hospital, which was obvious, I was there 30 days from the stroke. And that was where I had to make a choice. And it was like, if am I going to try and get better or not. And so what I did is I ate two to three bites of food a day. That was it because I was in a wheelchair, Bill, I couldn’t move. So coming out 40 pounds lighter was ⁓ a lot of work and a lot of fasting, if you will. Bill Gasiamis (11:42)Why did you decide that that was what you needed to do? How did you conclude that? I know I’m gonna be in hospital. I’ve had a hemorrhagic stroke. There’s nothing else I can do. What I’m gonna do is fast and stop eating food. How does that? Pete Rumple (12:01)was a first step, Bill. Absolutely. was like, I got to change everything. And so as I lay here, this is one thing I can control with all the things I can’t. Bill Gasiamis (12:14)In hospital though, most people in hospital don’t have that realization. I mean, that would have been days out from a hemorrhagic stroke. They’re telling you all these things. Like how did you get to that conclusion? Were you cognizant of needing to do that earlier before you got sick and then you thought, well, now I have to do it or was it an aha moment of some other kind? Pete Rumple (12:40)No, you’re absolutely right. And it was something I knew was getting out of control, Bill. And I couldn’t, I couldn’t resolve it. It was just, it was really tough. And I’m like, this is it. I mean, this is the ultimate wake up call. The other one, Bill, was I had, when I came into the hospital, I was on 17 meds. I now have two. and I’m at 20 milligrams and I’m probably off those in the next four to five months. So it’s been a long programmatic diet, nutrition, health, and it’s been three years. I mean, it’s not insignificant for sure. Bill Gasiamis (13:27)⁓ What was the 17 medications treating or or or managing? Pete Rumple (13:37)I think Bill, it’s almost like, like, what do you do with this guy? You got to throw everything at him to keep on going. I don’t think it would have been 17 for very long. It was probably stop gap measures. Some were pain, but even the pain bill second day. I said, I want no more pain meds, take them away. And it was brutal, right? Cause you know, the way you feel and the, my scapula, my legs, was, it was awful, but I was like, I found my way here, I got to find my way out and let me get off as much as I can and start the pilgrimage back. Bill Gasiamis (14:20)Before the stroke, would you have been somebody who would have taken a device to change your diet? Pete Rumple (14:28)I would have taken every hack I could have, Bill, before the stroke. Bill Gasiamis (14:34)Anything to avoid doing the hard work? that what you mean? Yes. Pete Rumple (14:38)Yes, sir. And look, I was always a hard worker. And I would work out and do stuff. But this is a whole other level. This became life or death. I mean, because you know, the stats bill, like, when I looked at the stats that about 75 % of people are gone in year one, there’s 25%, especially hemorrhagic, 25 % at the time. 25 % a month later, 25 % at the end of the year, another 20 at the end of year two. I’m like, I’m gonna go through all this and then I still have so little chance. So I just went for it and I went really hardcore. Bill Gasiamis (15:25)Did you eat, drink too much to manage emotional ⁓ stress, challenges? What do you think was behind it? Or was it just bad habits? Or did you think you were bulletproof? What was the reason behind it? Medication Management and Health Improvements Pete Rumple (15:42)Everything you just said, Bill, everything you just said. Yeah. I mean, it’s everything, right? You start justifying bad behavior. You have a reason for why things happen. And I just like, even when I try to lose weight, though, I might lose a couple pounds, but then I eat again and what I was eating, how I was eating. So in that first year, I went super deep on nutrition. and how your body works. And I went from, at the stroke I was 337 pounds. And then when I did my podcast with you, I was 180. Bill Gasiamis (16:25)Yeah, well, ⁓ one of the books that I’ll mention to people, you might have read different ones, and that’s cool. But the one that always comes to mind that I always recommend is Grain Brain by Dr. David Pelmutter. So if you’re in the very early stages of recovery and you want to make some changes like Pete did, read or listen to the book Grain Brain by Dr. David Pelmutter, and then ⁓ read a book called ⁓ Why We Get Sick. ⁓ I’m going to quickly do a search on ⁓ online because I keep forgetting the person’s name. ⁓ And what it’s going to do is going to why we get sick by Benjamin Bickman. And what it’s going to do is going to give people an insight into the. ⁓ I one of the things is the first book is the food that you can avoid and stop eating and the reasons why and how they benefit the brain and then ⁓ why we get sick is an insight into, in fact, exactly that why we get sick. so that you have an understanding of what might have got you into that real bad state. And then also before that, ⁓ the food component of it, because those two things, if you know why you got somewhere and then you know what the trigger was, what the thing was that made you get there, so the food, for example, then you’ve got a great foundation for taking the next step forward ⁓ and reversing it. Pete Rumple (18:02)Absolutely. Bill Gasiamis (18:04)and improving your health and improving your diet, losing weight and decreasing your risks of heart attack, stroke, cancer, all that kind of stuff. ⁓ So I love that you got curious. That’s what I did. I was in hospital reading and watching YouTube videos about how I’m going to recover, how I’m going to overcome things, all sorts of stuff like that. And it was… Pete Rumple (18:19)I remember. Bill Gasiamis (18:31)in a situation where control is given over to medics, doctors, surgeons, all that kind of stuff, you feel like you’re a little bit of a, you’re just floating in the wind and you’re not really stable and you don’t have an anchor point, right? So when you, if you want to feel like you’re a little more anchored, what you could do is you could take control of the controllables and Nutrition is one of those controllables and it doesn’t cost you any extra. You don’t have to spend money. Pete Rumple (19:04)You’re absolutely right, Bill. It’s a huge point. By the way, there’s a great app, and I know there are many, but there’s a great app called Yuka, Y-U-K-A. You can scan any barcode in the store and it will tell you the score and what’s wrong with it and the amount of food I was eating that was, especially in the U.S., Bill, heavily processed, additives, dyes. It’s like toxic. And so you can scan it and know what’s really in it. And it tells you what’s good, what’s bad. And it was a huge help. Bill Gasiamis (19:44)Yeah. So we’re going to have some of these links in the show notes for anyone who wants to find them. I’ll put a link to the books. I’ll put a link to Pete’s previous episode. We’ll put a link to that Yuka app. Pete, that’s your homework. You have to send me that link when we’re chatting. ⁓ When you say you’ve lost 150 pounds, like that is 50 kilograms. That is almost two-thirds of my weight. Well, it’s actually, yeah, it’s about two-thirds of my weight. That means that if I lost 50 pounds, I would just be a bag of bones. Pete Rumple (20:30)Well, and Bill, I was a bigger guy to begin with. have a big frame and I played a lot of US football, American football. So I had a lot of weight to lose, Bill, and it’s gone now. And I’m back up to about 205 and it’s all muscle life, about a 32 inch waist now. really, really fit and I go for it. And by the way, by the way, I want to make one point to all listeners that took a long time, Bill, like between being the wheelchair for eight months and then getting the pool. It took a long time. I used to go and sit and watch people work out to just reacquaint myself. Bill Gasiamis (21:03)How old are you? The Role of Visualisation in Recovery Pete Rumple (21:29)what it looked like and inspire myself. It has been a long road, but my goodness, is absolutely I’m on the other side of it now. Cause as I had said in the first podcast, the first 18 months, I did not want to live, especially year one, ⁓ immense amount of pain. had been a successful executive that was gone. Like it was really really rough. And so now it’s beautiful. And I want people to know that because it it’s so worth it. Delay gratification, you learn a lot about it. And it’s ⁓ Yeah. Bill Gasiamis (22:14)I love that delayed gratification, but also you went into a gym watching other people train when you couldn’t train, just so you can be around it and familiarize yourself with it again. That’s really interesting. That’s probably one thing I’ve never done is go to a gymnasium and watch other people train. It’s a bit creepy Pete. Pete Rumple (22:32)Yeah, it is. It’s weird. And people would look at me like, what’s he doing? And by and by the way, Bill, I did a lot of work on how to breathe, which was really helpful, how to how to manifest and to really sit and get mentally so I go even today, Bill, I go in a half hour before my workout to work on breathing and visualizing my exercises, because I get the the list of what my workout is before I get there the night before. So I study and I prepare and then go. Bill Gasiamis (23:10)What I love about visualizing is that if you visualize the brain actually fires off the exact same neuron and pathways that it does if you actually physically do that thing. And there’s been studies in the past that have showed that you can take an average guy like me and you can make them watch a video of somebody doing archery, for example, and you can ⁓ take them through a number of repetitions of this person, this champion doing archery. And just with that information and the visualization techniques later, you can take somebody who has basically never shot ⁓ an arrow through a bow and you can get them to a certain level of competence far more rapidly than you would have if you just got that person out of a crowd and sent to him. Have you ever shot an arrow? If they said no and they took the shot, they probably wouldn’t be able to do it as well as the person who was trained by just watching what the other person, the champion was doing. And when I was in hospital wanting to walk again, I’m sitting in my bed between sessions because I had a wheelchair as well. And I was visualizing myself doing the perfect walk, what the perfect walk would look like. And then I would take myself later to ⁓ therapy where I would be walking and I would be trying to replicate what I was seeing in my head so that we could get a similar result. And of course at the beginning, your leg is now doing it physically and it needs to catch up to the brain. The brain has ⁓ the pathway, but the leg needs to catch up. So then what the leg does is it goes, this feels a bit weird or this is a bit strange or this is not how I expected it. But it has a reference point for where to get to and how to do the perfect step, right? And then you’re closer to the perfect step than you were if you were just relying on therapists to ⁓ train you through that. Pete Rumple (25:22)You’re absolutely right, Bill. And the brain is amazing. Look, it can work for you or against you depending on what you’re thinking and how you’re doing things. And it was really amazing, Bill, because as I built my capability through CrossFit, it was amazing how my brain would start to take over. Like I wasn’t sure, but my brain was already, I got it, and so grew. It started carrying me and just getting it done. It’s amazing. Bill Gasiamis (25:58)Yeah, yeah. Embracing Discomfort for Growth But how did you know to do that? That’s the thing that I’m interested in understanding because I didn’t know the guy before stroke didn’t know about doing like magic like this. know, how do you, I don’t know, like, can you explain how you found yourself in that situation? Cause I can’t, people go to me like, well, how did you know to do that? Or how did you do that? And I’m like, I don’t know what happened, but something clicked. that made me stumble onto, discover, find all the necessary tools that I needed to get me to the next stage. I’ve never been able to do that before and I can do that now. Pete Rumple (26:46)Yep, me too, Bill, me too. And you know what? I think it’s how desperate we are for answers. And especially you can read all these blogs about what doesn’t work and what’s a waste of time, but you find the nuggets and you go for it. Here’s a great one, Bill. And I’ll send this in the link. Andrew Huberman, he runs a podcast called Huberman Lab. He had David Goggins on and he purposely waited for Goggins to share with him the research around the AMCC, which is the anterior mid-cruciate cortex, which is a part of the brain. And when you do things that are hard and you don’t enjoy it, that part of your brain grows and gets stronger. So I sat there, Bill, and I’m like, well, damn, if I can start to make my brain stronger, I’m going to do it. So I did all the stuff I hate to do. And I started doing it. And I started even faster, talking better, walking better, and really doing everything I did not like to do. And he even brings up the point when he describes it. He brings up that if you like running every day, It doesn’t work. But if you hate running and you have to go run, it works and it makes sure and make, they’ve learned so much that was, that was about three to four years ago. They found it, but this is a massive find in the brain. And I started using it, Bill. And what I started to do was everything I did not enjoy or created pain. I’m like, I’m doing it. And it took me from averting it to leaning into it. And it was amazing. it’s, you’d think it’s BS, it’s not. And Huberman, you know, he works at Stanford. He knows his stuff. It was really, really impactful. Bill Gasiamis (29:03)Yeah, it’s about being comfortable being uncomfortable, isn’t it? Like it’s realizing that you’re probably not killing yourself by paying in a little bit of pain exercising. also, yeah. Pete Rumple (29:16)And Bill, I will just say, I did a very good job for the first time in my life of listening to my body. So I go hard, I push, but when I wasn’t feeling it or didn’t feel right, I take the day, relax, and then come back stronger next. Bill Gasiamis (29:38)I want to pause there for a second because what Pete just described is exactly the kind of thing I wrote about in my book. The idea that the obstacle is the path, the doing the hard stuff in recovery. If you haven’t grabbed the copy yet, it’s called the unexpected way that a stroke became the best thing that happened. You can find it at recoveryafterstroke.com/book. The link is in the show notes and in the YouTube description. So let’s get packed. to Pete. Bill Gasiamis (30:08)Yeah, yeah, agreed. And it’s important to listen to your body after a stroke, because you don’t want to make things worse, especially when you’re still healing and still recovering and you’re still fragile, you know, there’s a lot of things that you need to take into consideration. However, being uncomfortable and being comfortable with that is really a good skill to master. ⁓ It is, ⁓ it reminds me of the saying that we hear that’s often attributed to the old great Roman Emperor Marcus Aurelius, which is the obstacle is the way, you know, when you get to something that’s really hard, you go for it, because that’s what you’re to be. That’s the purpose of the obstacle. It’s to overcome it, to find the way around it, under it, over it, through it, whatever it is. And Goggins is a scary guy. He’s a scary guy, because he runs without, without cartilage in his knees or something. I don’t know what he’s missing. but he shouldn’t be able to run, he shouldn’t be running and somehow he still runs. I think his version of running is a little toxic. I think he’s just a slight too far, ⁓ but nonetheless, it’s still proof of ⁓ what you’re capable of and how much people can push and go beyond their comfort zone. And if you’ve never pushed beyond your comfort zone, there’s no better time to do it. You really have to do it now because you want to activate the right neuroplasticity. You don’t want to activate negative neuroplasticity, which rewires your brain to be more comfortable, less willing to do hard things. ⁓ And therefore, you get the results of that. You get the decrease in your recovery or the ⁓ overcoming of your deficits. So I appreciate that whole ⁓ mentality of finding what’s hard and you’re probably in the right place. That’s probably what you need to do. Pete Rumple (32:07)Absolutely right, Bill. And I agree with everything you said. And look, I love Goggins, but it’s not to be like a warrior like him. The point is, like with Huberman, it was cool because Goggins thinks that way so much. He wanted to launch the foundational research with Goggins there with him. He purposely waited. So it was pretty cool. Bill Gasiamis (32:35)Yeah. And that that’s the thing, right? It’s like you get rewarded for doing hard things. ⁓ Stroke is hard. And if you ⁓ take the easy route, the comfortable route, the hard part of your stroke remains hard. Like it doesn’t get better. If you choose the other hard, the recovery Pete Rumple (32:59)right. Bill Gasiamis (33:04)benefits that you get from choosing hard of exercise, the hard of changing your diet, the hard of changing your mindset, et cetera. Like then that version of hard gets you a reward that is beneficial. The other hard just gets you more suffering. And that’s the hard you wanna avoid. Suffering without purpose. Well, suffering for a purpose gets you a payoff. The Power of Hard Work and Persistence Pete Rumple (33:31)That’s right. That’s exactly right, Bill. And look, with the, when you put it all together between the diet, though, increasingly working out, going after the deficits, all that, day by day, painful, hard, depressing, but you start looking three months, six months, a year later, you’re like, you start building your will and your ability. to do things you did not think you could do, and then it starts feeding on itself, and it becomes so powerful. Bill Gasiamis (34:09)Yeah, that’s my experience too. ⁓ Somebody put it in my head that I should start a podcast 10 years ago. It’s been 14 years since my first stroke this month, February, 14 years. It’s just gone like that. And then about three years in, a friend of mine said, should start a podcast type of thing. So I did. And it has been more than 10 years that I’ve been doing this podcast. ⁓ And I never thought that I’d be doing a podcast, let alone for 10 years. We’re talking about at the beginning, not a lot of episodes because I was too unwell to put a lot of episodes out. it’s ramped up now in the last four or five years, doing an episode a week, most weeks. And then the other thing I never ended up, I never thought I’d end up doing is writing a book here. Here’s the plug for the book. Pete Rumple (35:01)love it. I love it. Bill Gasiamis (35:03)The title is mental, like it’s the unexpected way that a stroke became the best thing that happened. ⁓ But the book is exactly the things that you’ve said. And I thought initially when I discovered those things about my book that I needed to put in my book, I thought that I was rediscovering these for the first time. Like at the very beginning, diets, ⁓ mindset, ⁓ exercise, sleep. ⁓ ⁓ meditation, hanging around other people who are positive, all that kind of stuff, doing stuff for other people, ⁓ like volunteering, that kind of thing. I thought I was discovering these things ⁓ for the first time ever, but turns out these are things that humans have always done. That’s what they default to. They default to all of these things when it’s necessary, and that’s where they get lost from. They kind of move away from there because they get diverted from there, from say, marketing or advertising or what somebody else is doing or through a lack of ⁓ focus from being distracted from work, from relationship issues, whatever the situation is. I didn’t write anything different in my book than has been written in the hundreds and thousands of books on this topic that have come before it. I just reorganized that and set it in my own words. But the reality is, is this is what people do when they’re trying to recover. They default back to the bare basics and they’re things that you can implement without ⁓ spending any extra money buying a course or anything like that. Of course, you might need to read it in a book for the first time to remind you or you might need to hear it on a YouTube video, but the reality is, is that nothing new in this book. Pete Rumple (36:51)And Bill, I want to take a second and plug your book because I have not read it yet. But back in the first ⁓ the first session I did with you, I referenced a number of things you taught me through the podcast that I did to make to start building momentum like the cooking dinner every day was the to do. That was your mission. Yeah. so much of what I’ve learned from you, the podcast and what’s inevitably in the book was a great starting point for me. And I built my, my stuff on top of it, but it was really great to stand on your shoulders and get, and get that lift. Bill Gasiamis (37:38)Yeah, isn’t it weird? Like it was just one thing, but it was the most important one thing. My whole world revolved around that. If I could put dinner on the table for the family in any capacity, it didn’t have to be like a five star meal or three courses or anything like that. It just had to be dinner. If I could do that, then that was kind of how I rehabilitated myself. I needed to be healthy enough, good enough, fit enough, have enough energy to just put a meal on the table for everyone when they came home from. work. was such a it’s such a it was it was important for many reasons. But it was also what I didn’t realize the underlying benefits that it was creating, which were the ones that ⁓ I noticed later after Pete Rumple (38:25)Yep. And you were re-engaging and you were pushing yourself. And I remember you go to the store to buy the stuff you needed sometimes. like all that stuff, Bill, when I look at the beginning, I couldn’t watch a TV for over a year. I couldn’t listen and did not listen to music for two years. It was, and now I’m like back in the fold, but it’s the push, the push, the push and just, you know, listening to the body, but going for it all the time. Bill Gasiamis (39:03)Yeah, exposure, like exposure, exposure, exposure, small, then larger, then more and more. I remember going to the stores to the local mall here, and we call it a shopping center, and parking the car, and then not being able to remember where I parked the car, walking around the entire car park, and talking to my brother, and going to him, he rang me just out of blue and I said to him, he goes, what are you doing? I said, I’m walking around the car park. He what are you doing that for? That’s because I don’t know where my car is. I’ve been looking for it for half an hour and I’ve got no idea where it is. I parked it and I just got no idea where. I don’t know which car park. I don’t know where I came in from. I don’t know what level it was on. And I was just walking around the car park talking to my brother, just telling him, I came and got a few things, but now I can’t get back to my car. Pete Rumple (39:55)Yeah, and there’s definitely you know bill once I got out of the darkness There’s definitely some really funny stories That that happened especially like the way The way I would walk people would see me I might be in a restaurant and i’m going to the bathroom and they think i’m drunk Yeah, and they’re like making fun of him like hey i’m not drunk, but ⁓ I get you know, I’m all right, I got it. And they’d be like horrified and I’d just start laughing. It was funny, but you gotta have some fun with it too, you know? Bill Gasiamis (40:34)Absolutely, you have to, you gotta laugh. you don’t laugh, well, it’s gonna be difficult time. You, ⁓ I remember when we spoke last time, you mentioned about trying to get back to work. ⁓ How did that go? Was it successful? Did you have some challenges? What was going back to work like? The Journey Back to Work Life 3 Years After Stroke Pete Rumple (40:53)So Bill, I’m gonna start back in June. I’ve done some projects, work projects, but I have not officially started working, but I’m going to. I’m starting a business with a close friend of mine, my former CFO, and we’re gonna start a new business. Bill Gasiamis (41:18)Tell me about the new business. What is it about? Can you share anything about it? Pete Rumple (41:22)Yeah, it’s called fractional leadership bill will probably go to companies that are ⁓ getting funded, trying to grow. They got a good idea. They can’t afford the people they need. So you basically it’s less consulting. It’s more you’re operating it for them and you work with multiple customers and it’s called fractional leadership is becoming a really pretty popular model. And, ⁓ and also for companies that have that have their revenue is stalled or shrinking, get them turned around. That was my background. My background was ⁓ running chief revenue officer. So everything that drives revenue in a company and I was a CEO twice. Bill Gasiamis (42:06)Uh-huh. Soon. Did you have a specific industry that you worked in? Pete Rumple (42:23)Yet a lot of times I call it TMT for telecom media and tech so tech companies and media and That kind of stuff Rosetta Stone was his language learning company. I was I ran all our institutional business education government and and ⁓ Corporate Bill Gasiamis (42:49)Wow, what a challenge. mean, technology is changing so rapidly. ⁓ I Pete Rumple (42:55)love it, Bill. And look, I’m sorry, I just had to make this point and not forget it. That was another thing I’ve done, Bill is I’ve gone heavy into AI. And I did it, not just because it’s the buzzword. But I’m like, Hey, if I’m going through this process, if I’m retraining my brain, why not try to get good at stuff that I either didn’t do or need to know. And it’s been so rewarding, Bill. Bill Gasiamis (43:24)out. Pete Rumple (43:25)It’s just crazy. Like AI, use chat chat, GBT, and it’s like my, my best friend. now work with chat daily and it’s amazing how the tech technology works. Not only can it be really helpful for figuring things out and having a partner, but it also remembers things about you in how it builds the profile. So it’ll basically say, Pete, don’t forget this, this, and this. And it’s awesome. It’s really killer. Bill Gasiamis (44:02)So here comes another plug, Pete. Okay, so this is not a sponsor, but it’s something that I truly believe in, okay? Because the person who contacted me, A, is an Australian, B, is a mother, ⁓ C, is a mother of two children with cerebral palsy. And she was looking for solutions to all the challenges that they faced as a family, especially to help her children, right? parent would do. So then ⁓ she used to do research like you and me jump on the computer, do some research, find out about all the things that ⁓ she needed to know with regards to what was most current in cerebral palsy right now. And she’s the struggle because ⁓ imagine like the time that it takes when you have a stroke brain to research, read, comprehend, determine whether Pete Rumple (45:01)We know. Yeah. Yeah. Yeah. Bill Gasiamis (45:04)whether or not that is applicable. Okay, that’s not applicable. Put that to the side, do another search. And then also going to doctors and researchers and all these other people and saying to them, what about this? What about that? And then them not being aware of anything that was new because they’re too swamped. They’ve got a massive workload. They don’t have time to be up to date with all the research, right? And this is a hundred percent a full on plug. I’m not apologizing for that. However, what this lady did, Jess from turn2.ai, I have a link to her interview as well, because I interviewed her, is she created an ⁓ AI that goes and does the research, the searching for you, and then sends you an email every week with everything new in your particular topic, for example, stroke. And then it tells you, I found seven, nine, 10 things for you this week that are new on stroke. It could be a podcast. It could be a research document. could be ⁓ whatever it is. It could be a book. It could be anything. It just finds it and sends you that information. And as your recovery continues, right, ⁓ what happens is ⁓ you might say, okay, now is there any information about food related to stroke recovery and healing the brain? And then it adds that to the search list. And then it comes back at the end of the next week with all the new information from food and brain. And then also whatever it was that you previously prompted it to find you. And it just keeps finding information and you build it and you build it and you build it. And then next week you get interested in meditation and you type, what can you tell me about meditation and healing the brain? And then it’s going to bring you all that information to your inbox. I spent hours and hours and days and days trying to find information about what I needed to know about stroke recovery. And when I found that little piece of paper, I had to go through the rabbit hole. I had to go down the rabbit hole and try and find ⁓ where ⁓ where it kind of where the exit point was where it led to so that I can discover whether I need to implement this, do this. So this just saves so much time and the guys are selling it for two bucks a week. Like you can get a month free and two, and then after that it’s two bucks a week just to find and do all the searching for you and bring you specific and relevant stuff. And we’re talking about scientifically relevant and specific like PubMed articles, like scientifically proven stuff, not what Bill ⁓ concocted up in his bedroom. you know, in suburban Melbourne, like proper things. So I love that you said that you’ve turned to AI. I’ve been using chat as well. Chat helps me with so many things, but what’s important is to learn how to interact with it. And that’s another, that’s another thing, another skill to discover. And it’s important that we jump on the bandwagon. AI is not going away. You need to learn about it, how to interact with it, and how to use it to benefit you and decrease the amount of time it takes to do something and get to recovery. Pete Rumple (48:37)You’re absolutely, absolutely right, Bill. I mean, it is, and even if you just use it for basic stuff to begin with, and you start learning how to create the right prompts to get the kind of answers you’re looking for, it’s a great skill. And the biggest thing is not being afraid and leaning into it. Bill Gasiamis (49:00)Yeah, not bad. Well, there’s nothing to be afraid of. They can get them all for free. At the beginning, you can get a free subscription. It doesn’t cost anything. And it’s just as useful. Perfect for that early training kind of phase in your chat, in your chat, JBT kind of discovery. There’s also Claude, there’s also the Elon Musk one. There’s hundreds of them now. Yeah, there’s heaps of them now, right? So I really encourage people to do that because If you ask it one question like, you know, what is one of the most ⁓ best books that I can read for, we’ll call it nutrition for nutrition and stroke recovery. That’s just going to decrease the amount of time it takes to find those books and bring that to you. Jump on Amazon, find it, get it sent to your house. ⁓ So I think it’s a great time for people. and it’s never been a better time to recover from a stroke. I mean, it’s a shit ⁓ group to become a part of at the beginning and it’s difficult and it’s painful. But if somebody has a stroke today compared to a stroke 30 years ago. Pete Rumple (50:17)⁓ my goodness. Bill Gasiamis (50:19)Like it’s a completely different experience. ⁓ I think we’re kind of lucky to be living in the time that we’re living. ⁓ Even though I know that people hear about AI and what it could potentially do in some other situations. ⁓ Let’s use it for good. Like let’s break the work. Pete Rumple (50:21)That’s all we’ll That’s right. That’s exactly right, Bill. It can be used for evil, but it can be used for good. So use it. That’s right. Navigating Health Challenges Bill Gasiamis (50:48)Yeah, just like any technology, right? Like you hear all these things, but any technology can be used for good or evil. So let’s just use it for good. Let’s just make the most of it. So before your stroke, you were going through a divorce or had you already been divorced? Pete Rumple (51:08)I was already divorced. Yeah, it had been it had been a couple of years earlier. I had a bad car accident a bunch of but you know the kids live with me. It was just a stress sandwich and I did not go out the right way. Bill Gasiamis (51:27)Yeah. You didn’t go out at the right way because what do you think was behind that? Like, it’s hard to make really good decisions in very stressful times anyway. You have to have an opportunity or the insight to pause, step out of that situation for a little bit, reflect and then try and make decisions. how did you get into that stage where you found yourself not being ⁓ not going about things appropriately, for example, perhaps. Pete Rumple (52:02)For me, Bill, it was like I didn’t have a choice. I was now in a wheelchair. I was in pain and I had nothing I could do but think. And at first that was very negative. It was, I didn’t handle it well. I didn’t accept it. And once I went through that process and I got like, okay, I’m going to get holistic about this. And by the way, I don’t want to, I don’t want to just fix the physical and then I get done and everything else is a wreck. So went after all of it and just started carving up my day, spiritual, cognitive, physical, mental, every day, a block of each practicing writing, all that stuff. So I just started doing it and rebuilt my life. probably like I should have in the first place, but stuff happens. I had to, you sometimes, you know, we, you and I laughed about this before. Sometimes we’re a little thick. takes a little longer. So it took me a while, but I’m there now. Bill Gasiamis (53:18)Yeah. And reflecting on that version of yourself from the past, does that does that person ever come up again, every so often, because we’re talking about all these positive things, all these amazing changes. And I don’t want to paint a picture that it’s only ever fantastic you and I like what we go through after our initial stroke has been all just roses. Is there moments of that things rearing their ugly head and you reverting back, how do you catch yourself when you’re there? Pete Rumple (53:57)Yeah, I mean bill that’s why what’s really good about this is my first podcast with you because we went really deep in the in the darkness of that now bill is beautiful man. It is beautiful. I am almost I almost don’t talk to people about it because My life is so much better because I had a stroke. It’s crazy. It sounds nuts, but it’s so true. Everything’s sweeter. I just, it’s hard to describe. It’s a blessing. Bill Gasiamis (54:38)Yeah, that’s crazy. It is probably crazy. Pete Rumple (54:42)It is? Bill Gasiamis (54:45)I find myself, ⁓ I find myself obviously having bad days. My bad days are related to stress, ⁓ you know, work, if they’re related to ⁓ interactions with people that don’t go the way that I preferred. They’re related to ⁓ what the stroke still does to me after 14 years. ⁓ It still causes neurological imbalances. still causes tightness on my left side, know, that tightness causes dysfunction on my right side, you know, the body goes out of whack. And if I catch it, if I have a bad night’s sleep, things get thrown out and it’s hard to, ⁓ it’s hard to always navigate it and be effective at catching it and then doing something about it, you know, cause you’re human, you get distracted, et cetera. Pete Rumple (55:38)Well, and Bill, you’re bringing up great points because as I transition back to work, I’ll have some potential potholes that I don’t have right now. So I’m very, I’m very conscious of what I’m going to go back into. Now. I love, I love work. It’s my sport and I love it. But, ⁓ and today I have now. bad moments, not bad days. Maybe those occurred, but I’m going to try to stave that off. But that’s just how it is now. as of as of now, that’s that’s the update, if you will. Yeah. Resilience and Consistency in Recovery Bill Gasiamis (56:25)Yeah. Okay. I like that you said that about work, like there’s gonna be some potholes with if you’re doing the type of work that you’re doing. ⁓ That’s pretty high level and high stress and intense for ⁓ at some stages, it could be right, you’re talking at organizations that are going through a hard time that are looking to you to solve their problems, so to speak, or to support them solve their own problems. So ⁓ You know, the ramping that up is gonna need a little bit of thought so that you don’t go too far into that type of work without realizing how far in you’ve gotten. Pete Rumple (57:10)Absolutely right, Bill. You’re absolutely right. And look, I’m going to try to be as bulletproof as I can. The good news is I’ve been doing this work my whole career. So it’s been 40 years. So I don’t think I have to micromanage or get to like, I think I can find the right balance if I can’t. I’ll go to a lesser job and do something else. But so I realize, especially because I can get pretty intense. So ⁓ I realized that is a risk, a very real risk. I’m not shying away from it. I’m not saying, don’t worry. yes, there is stuff to worry about, but I’m gonna, I’m gonna test and learn. Test and learn is what I always do. Test it and learn, can I do it, not do it, do I have to do different, do I have to do something else? Bill Gasiamis (58:14)Yeah, brilliant. How old are you now? Pete Rumple (58:17)61. Bill Gasiamis (58:18)Okay, so at 61, most people are thinking about retiring. What are you thinking starting a new business at 61? Pete Rumple (58:25)Well, mean, Bill, look, let’s be honest, I think the last three years off. So I have some ⁓ room left in the battery. But I mean, part of the reason for this type of job, Bill, is because if we do this, we run it. And we’ll decide how we take care of clients, how we work and all that. And if I have to take on less, take on less. If I can take on more, take on more. And I’m gonna, like everything else, I’m gonna figure it out one step at a time, Bill. And I, you know, I don’t have the answers, but I’m gonna find them. Bill Gasiamis (59:11)And retirement’s not really in the frame for you. Like it’s not something that you’re thinking about, like to ⁓ officially retire, know, step away from the day to day and just, you know, go and sail off into the sunset type of thing. Pete Rumple (59:24)Yeah, I think to your point, Bill, like if I can make this work, I’ll probably work through my 60s. If I can’t, then I’ll have to probably hang it up earlier or do something lighter. And if that’s the way to be healthy, so be it. I’ll do that. Bill Gasiamis (59:43)What else does work bring you though? Because it doesn’t just bring work income. Like it brings more than that. Like for you, I feel like it’s more than just I’m making a wage or bringing in some money or whatever. What else does it bring? Pete Rumple (1:00:02)Yeah, it’s it’s competitive, Bill. It’s it’s my sport. You know, so hitting the numbers in a month and a quarter and a year. That is the scoreboard for what I do. And if you if you do it well, you can do really well and be very happy and influence a lot of people’s lives in a positive way. And if you don’t, it can be really awful. So Fortunately, I’ve been on the right side of that for a long time and I want to get back to it and no ego stuff I just I want to I want to I want to have an impact and I want to enjoy my sport. Bill Gasiamis (1:00:48)Fair enough. Even in your unhealthiest and heaviest before the stroke, were you this energetic? Did you have this same amount of energy? Pete Rumple (1:01:00)I’ve always been energetic, Bill, but I couldn’t operate like I do now. Like my sleep is wonderful. I go hard at the gym. I do projects. I volunteer. Like I’ve been readying myself for coming back in. And look, if I can, great. If I can’t, I’ll adapt. Bill Gasiamis (1:01:27)Yeah. I know when I went back to work, uh, well, I had to, I had to pause my business. have a painting and maintenance. Yeah. I had to pause it. I had to go back into an office, very basic admin role, like low level, but it was so hard being at work, sitting in front of a computer for eight hours a day. We started, I started that job in 2016 and finished in 2019. By the time I got to 2019. Pete Rumple (1:01:36)I remember. Bill Gasiamis (1:01:57)I was way more capable of going in focusing on the task at hand and doing the work that needed to be done and then being able to be okay to do the drive home because at some point at the beginning I wasn’t really able or up to the task. But I kind of built ⁓ the muscle again and then got to that stage where by 2019 it was fine. So some people might find going back to work like You know, retraining that muscle of being at work and working and focusing and all that kind of stuff. They might find that it’s gonna take a little bit of time to get there and you might have to step back. You might have to decrease the days, decrease the hours and then go again and then try and find where the threshold is, see if you can exceed it and then see how far you can push it and reflect a year, 18 months, two years. Pete Rumple (1:02:38)That’s right. Bill Gasiamis (1:02:56)down the track back to notice how far you’ve come. Pete Rumple (1:03:00)Yeah, right on Bill. I mean, I’m gonna have been out of it for 42 months, probably when I go back. So I hear you loud and clear, and it would have been really tough to do it. before now. Bill Gasiamis (1:03:20)Yeah. Yeah. And you did have a you had a goal to get back to work a lot earlier. Pete Rumple (1:03:29)Yes, that’s right. And ⁓ that’s another thing, Bill, like I’ll set an intention to do something. I’ll go for it. I’m not ready. I’m not gonna, I’m not gonna do it wrong. I’m not gonna hurt myself. So I set a goal. I try to manifest it, but if I have to push it, I push it. Bill Gasiamis (1:03:51)Yeah. Just before we spoke and started this episode, you’re you apologize for wearing a hat, which is was unnecessary ⁓ because you have a scar on your head because there was a skin cancer found. And before it became a thing, the you got you had it removed. That’s right. So now when So I wanna understand like your mindset now compared to before when you come across ⁓ an issue like that, a health, potentially health issue for people. How do you navigate that now compared to how you might have done things before? ⁓ Proactive Health Management Pete Rumple (1:04:38)Beautiful question. Yeah, I used to avoid all that stuff. I avoided the doctor. I don’t want to do this. I want to there’s always a reason to do something else. Now I lean in, I pay attention, I learn I go in, I may agree or not agree with the doctor on certain things. But especially now because I can think again, took me a couple years. But yeah, I lean in. I want to I want to get in there. I want to know what’s wrong. What’s right. What have you just had my annual exam two days ago ago. It went great. Labs came back great. I I my neurologist that I used to have to ⁓ visit quarterly said Pete I don’t even need to see you annually now. Just if you need me call me. Other than that you’re good to go. And she said, we have not seen this kind of recovery before from what you had. Bill Gasiamis (1:05:43)Yeah, I have a similar experience when I was in hospital. They booked me in for two months. I was out in a month ⁓ in rehab and I feel like they should have asked me what I was doing because It’s really important for people to know the difference between being passive and waiting for somebody to rehabilitate you or being the person who’s driving your own rehabilitation. Like there’s a massive difference and Pete Rumple (1:06:13)Huge difference, Bill. You’re right. Huge difference. mean, last last call, I talked to you from my sister’s house in December, just a couple months, few months after it, I made the decision to move out on my own, which I did, which really stunk, Bill. That was hard. Like, I there were some nights I couldn’t eat. I was like, I can’t I’m either gonna make the the bed or the kitchen, which am I doing? Bed. And I just do it. And but it was important. It was important to start knowing where I could push and not being too reliant. Bill Gasiamis (1:06:59)Yeah, yeah, the less reliant you can be the better, but still also good to be able to rely on people when you need a little bit of support. Pete Rumple (1:07:05)Right on. Absolutely. don’t, you know, it was, there’s not a right or wrong. It’s like, what do you think? What’s your gut? Bill Gasiamis (1:07:14)Yeah. Now let’s do a little bit of a community service announcement about this skin cancer. A, how did you notice it? ⁓ What were the steps that you took after you noticed it? How long did you take? Why did they remove it? And so on. Give us a little bit of information. There’ll be people listening here who ⁓ may have noticed a little bump or a lesion or something on their face, their head, their arm, whatever. Give us a little bit of an understanding of how that came to be. Pete Rumple (1:07:43)absolutely the one thing I’ve done Bill through my life as I’ve stayed disciplined on the dermatologist and I don’t know why I think it’s how I was raised everything else I skipped but the dermatologist I stayed on top of and to your point if I notice something and it seems pervasive like it’s not going away I have it looked at a
The Money Trench - The Music Industry Podcast with Mark Sutherland
Welcome to The Money Trench! This week, Mark is joined by Chris Price, Head of Music for BBC Radio 1 and 1Xtra. Approaching his 10 year anniversary in the role, Chris reflects on his part in shaping one of the biggest radio stations in the UK, and helping break artists from Coldplay to Charli XCX. The pair also discuss the state of British music, the slowness of the charts, and how to make the legendary BBC Radio 1 playlist. 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
In this episode, Britten LaRue is joined by TMT Alums Bee Phillips and Patrick Dommermuth to explore the lived difference between the Mystic and the Magician, not as fixed identities, but as two complementary ways of moving through desire, time, and co-creation. Together they tease out images that make the distinction felt, name how each archetype relates to will vs surrender, and reflect on how Britten's containers (Emergence Astrology and The Magician's Table) invite different kinds of intimacy, pressure, and self-discovery in community. Topics They Cover: How Patrick and Bee found Britten's work including the push-pull of malefic medicine, attraction and aversion, and saying yes to both Emergence Astrology and The Magician's Table The felt difference between the Mystic and the Magician: surrender vs will, magnetism vs dynamism, receptivity vs concentrated desire Images that make the archetypes embodied: outer space and comet, heart and blood, air/fire vs earth/water, purification by water vs purification by flame Community as a mirror and medicine: being seen, restoring parts that once felt unsafe, and discovering yourself through others' witnessing Time as an archetypal experience: Mystic time as dissolving and nonlinear versus Magician time as intensified, Saturnian, and pressure-based Why The Magician's Table structure (timers, attendance, deadlines, constraint) can dissolve imposter syndrome and crystallize craft, while Emergence Astrology builds the inner ground and skill set THE DOORS TO THE 2026 MAGICIAN'S TABLE ARE NOW OPEN! The Magicians of the Class of 2026 are taking their seats! The only way to apply to TMT is to be on the mailing list. Join it now and will receive the link to the application. About Bee Phillips: Bee is a mom of three in a blended family with her spouse. She is a CNA caretaker for her youngest and previously taught middle school math. Bee is developing a small business for offering self-empowering astrology that focuses on enlivening people's hopes and dreams. About Patrick Dommermuth: Patrick, propelled by love and sacred boredom, wants to talk with you. Through the flow of deep and playful conversation, he helps people reformulate their stories, thus galvanize their lives. He draws from astrology, tarot, poetry, psychology, religion and spirituality, amongst many others, to create a rich tapestry of connection, breaking open new streams of healing and livelihood. The language we choose reverberates. Together we play, creating a REVERIE. As new language becomes spontaneous commonstance happenings, we will be amazed at the new co-arisings in our lives. This is a practice, and practice is best facilitated through collaboration, through relationship. Patrick wants to talk with you. Come and see. Book your Reverie here: https://calendly.com/padommy/reverie Socials, business and personal: Lets connect! https://www.instagram.com/thirdhousetopics https://www.instagram.com/pattydommodouls "We must be still and still moving, into another intensity, for a further union, a deeper communion." "For last year's words belong to last year's language And next year's words await another voice." (T.S. Eliot) +++ Learn More about The Magician's Table: The Magician's Table is a 3-month container for personal growth, community connection, and practice growing one's tools as an intuitive and magical practitioner. Doors open on Sunday, February 22nd, with an early bird window and a Pick Your Tuition model offered on a first-come, first-served basis. Britten invites you to take your time attuning to the container, exploring the course page, and feeling into whether this experience is a true yes for you. Join the waitlist: https://mailchi.mp/brittenlarue/tmt-2026-waitlist Visit the course page: https://brittenlarue.com/course/the-magicians-table/ +++ Introducing the 13th Readers for 2026: Arizona Smith: @arizonasmithhealing Leanne Thurogood: @oftheearthesoteric Lily Hussey: @goodhussey Suprasensory Shahir: @suprasensoryshahir +++ 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.
This week for TMT we play Say What?! and Carter is back on his game throwing us for some wild questions. We're joined by the Sports Guys, Nathaniel and Gavin and Gavin makes a mess of this round while the non-hunter Nathaniel flexes his brain power. Thanks so much for listening and be sure to subscribe and review! New Waterfowl Film out now! Out West | Waterfowl Hunting in Montana 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 Live Free: Turtlebox Add motion to your spread: Flashback Better Merch: /SHOP
In the episode, Britten LaRue is joined by TMT Alums Danielle Houser, Janessa Quinn, and Emily Pumm for an exploration of a paradoxical phrase: The Tower Can Also Be Soft. Together, they share how they found Britten's work and The Magician's Table, what it felt like inside the container, and how their offerings shifted through the experience - threading themes of choice, vulnerability, spiritual diversity, confidence, and the tenderness that can hold us through big transformation. Topics They Cover: Finding Britten's work and coming into their Yes for The Magician's Table (including hesitation around logistics, money, timing, and identity) The paradox of a "soft tower," and how choosing participation can change the texture of transformation The container as a place of disarming vulnerability, mutual respect, and a kind of softness that made experimenting feel safe What they'd tell someone who feels unsure they belong, doesn't know how they'll make it work, or is afraid to use their voice THE DOORS TO THE 2026 MAGICIAN'S TABLE ARE NOW OPEN! The Magicians of the Class of 2026 are taking their seats! The only way to apply to TMT is to be on the mailing list. Join it now and will receive the link to the application. About Danielle Houser: Danielle Houser, MS, LPCC, is a licensed therapist, educator, and speaker whose work lives at the intersection of psychology, spirituality, and decolonized healing. With over a decade of clinical experience and twenty years in teaching, she practices the magic of the Breakthrough — the moment when soul-level questions meet real-world decisions and what is sensed internally begins to shape how people live. Whether in a workshop, individual therapy, or a one-time Breakthrough Session, Danielle helps people untangle inherited patterns and internal noise so they can hear the voice that already holds the answers — the one that has been quietly calling them forward. Book a Breakthrough Session www.daniellehouser.com/breakthrough-session WEBSITE: www.daniellehouser.com About Janessa Quinn: Janessa Quinn is an artist, astrologer, and mom extraordinaire located in Minnesota. As a tender of flame and keeper of hearth, she is here to inspire and encourage others to liberate themselves by remembering their fire within. With the help of her 8th house Libra sun and fiery chart ruler, Jupiter in Aries, Janessa illuminates the treasure we can only find in the dark and boldly shares it with the world via her many offerings, including one-on-one consultations, workshops, writing, and her podcast, The Astro Garden. You can find out more about Janessa's work at her website, byjoveastrology.com or on Instagram at @byjoveastro. Janessa's podcast is available on all streaming platforms, including YouTube, and her writing is available both on her website and her Substack, https://byjoveastrology.substack.com/. WEBSITE: byjoveastrology.com INSTAGRAM: instagram.com/byjoveastro YOUTUBE: https://www.youtube.com/@byjoveastro SUBSTACK: https://byjoveastrology.substack.com/ About Emily Pumm: Emily Pumm is an Empowerment Coach based in Rochester, NY, supporting people through meaningful life transitions with courage, clarity, and compassion. Her work is deeply informed by lived experience. After years of overworking herself to the bone during college, Emily found herself navigating debilitating full-body chronic pain and fatigue. That journey ultimately reshaped her relationship with success, rest, and self-trust. Now, in remission, she is devoted to helping others reconnect with their inner wisdom and move forward in ways that feel sustainable, embodied, and aligned. Emily is trained through the Holistic Coach Training Institute and is currently working toward certification with the International Coaching Federation (ICF). She is also a Co-Leader of the Rochester Conscious Community, helping steward a network of 450+ people through wellness-centered events such as Authentic Relating and Ecstatic Dance, and is a versatile content creator, photographer, and filmmaker collaborating with HappyEarthTea.com—bringing presence, creativity, and care into everything she builds. INSTAGRAM: https://www.instagram.com/emilypumm/ EMAIL: emilypumm@gmail.com +++ Learn More about The Magician's Table: The Magician's Table is a 3-month container for personal growth, community connection, and practice growing one's tools as an intuitive and magical practitioner. Doors open on Sunday, February 22nd, with an early bird window and a Pick Your Tuition model offered on a first-come, first-served basis. Britten invites you to take your time attuning to the container, exploring the course page, and feeling into whether this experience is a true yes for you. Join the waitlist: https://mailchi.mp/brittenlarue/tmt-2026-waitlist Visit the course page: https://brittenlarue.com/course/the-magicians-table/ +++ Introducing the 13th Readers for 2026: Arizona Smith: @arizonasmithhealing Leanne Thurogood: @oftheearthesoteric Lily Hussey: @goodhussey Suprasensory Shahir: @suprasensoryshahir +++ 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.
The Money Trench - The Music Industry Podcast with Mark Sutherland
Welcome to The Money Trench! This week, Mark is joined by Tommas Arnby, founder of Locomotion and co-founder/CEO of Special Projects Music. Having guided YUNGBLUD from the very start all the way to a recent Grammy win, Tommas discusses the return of guitar music, the lessons he's learnt over the years, and why the industry needs to do more to support British talent on the global stage. The pair also discuss why Tommas believes artist managers should be classed as business partners with their clients, the creation of the BludFest festival, and Tommas' experience working with legends such as David Bowie. 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
In dieser Folge von „TMT Talk“ spricht Katja Modder, Head of TMT bei KPMG, mit Christian Malzacher, Business Manager Modern Workplace bei der Bechtle AG, über die nächste Entwicklungsstufe des modernen Arbeitsplatzes: KI-Agenten, die Prozesse orchestrieren, Entscheidungen vorbereiten und Wissensarbeit neu strukturieren. Im Fokus stehen neue Fähigkeitenprofile, die Verzahnung von IT und HR sowie die Unterschiede zwischen Konzernen und KMU bei der Umsetzung. Ein weiterer Schwerpunkt liegt auf der zentralen Managementfrage: Wie sieht der Arbeitsplatz in zehn Jahren aus und welche Weichen sollten Unternehmen heute stellen, um auch weiterhin wettbewerbsfähig zu bleiben? Hören Sie jetzt die Folge und sichern Sie sich orientierende Einsichten.
On Episode 246 of Submaroach, Koj, TMT, and Mayowa lean fully into the chaos. The title says it all. This one is generational tension, conspiracy conversations, fake romance pressure, and soft-life delusion all rolled into one.The boys revisit the rise of nepopiano , Afrobeats made by rich kids and ask whether it's evolution, industry nepotism, or just old heads hating on the new wave. From there, they wade into the ever-murky waters of the Epstein files, internet speculation, power, and the public's obsession with elite scandals.With Valentine's Day around the corner, they break down Valentine's Day plans, expectations vs. reality, and the silent financial stress attached to “romantic gestures.” That leads directly into stories about being hit on by strangers when it's flattering, when it's awkward, and when it's just trauma dumping.Finally, the boys tackle the big one: economic anxiety. Is TMT quietly stressed? As always, it's funny, sharp, slightly unhinged, and somehow still insightful.Topics covered: Nepopiano, Afrobeats culture, Epstein files discussion, Valentine's Day pressure, dating stories, generational tension, Nigerian pop culture, economic anxiety, comedy podcast Nigeria.New episode out now.
The Money Trench - The Music Industry Podcast with Mark Sutherland
Welcome to The Money Trench! This week, Mark is joined by Liz Goodwin, a music industry marketing and strategy expert whose career spans the likes of Polydor, Glassnote and most recently Atlantic Records. Liz shares her journey from early label experience through to marketing leadership, including her time working across international campaigns for major artists and helping build the foundations for many artists we know today. The pair also discuss how marketing is changing in the music industry, the impact of social media such as TikTok, and Liz's time working with Ed Sheeran and Lana Del Rey. 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
The Money Trench - The Music Industry Podcast with Mark Sutherland
Welcome to The Money Trench! This week, Mark is joined by Sybil Bell, founder of Independent Venue Week. For more than a decade Sybil has helped shine a spotlight on the venues that form the foundations of the entire live music ecosystem - from first gigs and early tours through to artist development and local cultural identity. In their chat, the pair discuss how Independent Venue Week was built, how it has expanded globally, and why protecting venues is more urgent than ever. 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
Submarine and A Roach — Nigeria's funniest podcast and the #1 comedy podcast in Nigeria — presents “Your Toes are a Mess, You need to see a Pediatrician” hosted by TMT, Mayowa & Koj.A self-care mix-up becomes a doorway into the week: grooming, adulthood, and why your feet and your feelings both need maintenance. From there, the boys sprint through culture and campus—high-school rivalries, university choices, and school counselors who reroute destinies. Film heads get a quick review of One Battle After Another with character talk, plot notes, and what great performances teach us about representation.Pop culture and politics collide as Kanye's latest apology sparks a bigger conversation on mental health, sincerity, platform responsibility, and why celebrity influence warps public discourse. The guys weave through moon-landing skeptics, messy headlines, and “fascists are winning” anxieties, all while keeping it funny, curious, and deeply human.It's culture, film, sports, education, fashion, hair, Kanye, and current events—sharp takes with Submaroach mischief. Press play, book the pedicure, call your doctor, and carry on.
The Money Trench - The Music Industry Podcast with Mark Sutherland
Welcome to The Money Trench! This week, Mark is joined by Aly Gillani, Artist & Label Relations Lead at Bandcamp and Director of First Word Records. From running his own independent record label, to asking for (and receiving) his dream job at Bandcamp, Aly shares his insight into how the platform is different from other music retail sites, putting artists first, and why the platform has banned AI. The pair also discuss how the now-legendary ‘Bandcamp Friday' is impacting artists around the globe, the reality of streaming economics, and his stance on the music business as a whole. 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
Holy crap - the amount of high quality hardcore punk (incl d-beat, grind and metal punk) releases in the first month of January has been overwhelming. So much so we already have enough stuff to fill out a 40 minute playlist ... and the month isn't even done yet! "NECROTIZED MASS - (death grind) ""Zombie Hunger/ The Decapitarium"" !!! FALSE NEGATIVE ""Cryptic Times / Midwest Nam"" MOTORDEATH (death punk) ""Turbo Samurai"" !!!! DISFORIA (d-beat) ""Verso La Fine"" SCHMUTZHUND ""Welcome To SEattle / Backstabber"" FINAL GULP ""Mutual Aid"" + ""Dystopia Realized"" BAJO CONTROL ""No Somos Lo Mismo"" DISSOCIAL (d-beat) ""War Cry"" CRIPPLED FOX (fastcore) Metal Recycle Forever SCUMDOGS (metal punk) ""Enemigos"" BRAINBLEED ""Sex Work Is Real Work"" DISTHROAT (d-beat) ""Xenofobia/El Miedo (11)"" STRANGULATORIOUS (death grind) ""The Notes of the Deceased"" COMPETE ""The Bait"" LIFE EXPECTANCY (ultra raw crust) ""Accept + Canine""" "LAST DAYZ (deathcore) ""Coldburn"" THE S.E.T. (hc) ""TMT"" VISION OF TERROR (crustgrind) ""Tracked"" FUCKIN' WARHEADS ""Fight Back"""
Submarine and A Roach—Nigeria's funniest podcast and the #1 comedy podcast in Nigeria—presents “Seyi Tinubu's Internet,” hosted by TMT & Koj. The boys kick off with money talk: childhood class realities, why degrees don't guarantee a soft life, and how “education vs. wealth” plays out in real families. Geography nerdery slides in next: is Greenland effectively an extension of Denmark, and which country secretly wins the “most time zones” trick? (Hint: France.) Plus, Koj's trivia plans with Toronto Raptors tickets as the grand prize.Then Bible lore meets modern Lagos: King Solomon's “split-the-baby” dilemma as a lens for frustration. Domestic life gets delicious: plating as a mental-health unlock, chicken love (and chicken slander), and the immortal wisdom that wraps are “an efficient transportation method.” (Salad & Bread) Fashion & Tumblr-core arrive with sunglasses-by-dictators, and the Lagos Millennial fashion crisis: too much “put it on,” not enough “authenticity.” Finally, internet culture proper: the Brooklyn-Peltz Beckham AI-handstand moment; “agenda” accounts reframing wedding clips into propaganda; and a chaotic IShowSpeed Lagos tour ranked by moments—baby hand-off, horseback riding, and speed's speedy legwork lesson. It's wealth gaps, Bible parables, geography hot takes, plated lunches, Tumblr aesthetics, and the algorithm's favorite sons—by the Submaroach boys.
On Episode 243 of Submaroach, Koj, TMT, and Mayowa are back with another wide-ranging, unfiltered conversation covering football drama, music culture, fitness delusions, and the future of storytelling.The boys break down the AFCON controversy involving Morocco, asking whether it was smart gamesmanship or straight-up cheating. They talk new music spcifically Asake and Wizkid's project and what that could entail.There's a hilarious debate on what actually counts as a workout in 2025, followed by a sharp discussion on AI in storytelling, creativity, and whether machines are helping or quietly killing originality. The episode rounds out with a deep dive into “nepopiano”—Afrobeats made by rich kids—and what it says about class, culture, and gatekeeping in the Nigerian music industry.As always, it's layered with jokes, hot takes, and side quests only Submaroach can deliver.Topics include:AFCON drama, Moroccan controversy, new Afrobeats music, fitness culture, AI and creativity, storytelling, Nepopiano, Nigerian pop culture, comedy podcast Nigeria.
Submarine and A Roach, Nigeria's funniest podcast and the #1 comedy podcast in Nigeria, presents “2026 Predictions: Nostradamus vs Adeboye,” hosted by Mayowa, TMT, and Koj.Quatrains meet altar calls as the boys translate two very different prophets for 2026. Nostradamus' “thunderbolt” and “blood flowed” are remixed into cancel-culture hazards and pregnancy hopes.Pastor Adeboye's 2026 notes include: “more remarkable than 2025,” stronger winds, more opportunities, less hunger, SMEs blooming, a touch of reverse JAPA, fewer chances of major war, and a hurricane watch; they become a point of contact for hope and survival.From there, it's culture and sport: paying athletes on time (and why “disgrace the shameless” sometimes works), the art of grooming your kids into your football club, and a bold World Cup prophecy that has Declan Rice polishing a Ballon d'Or.Music heads get a Wizkid × Asake temperature check, while politicians get roasted for their palatial interior design choices and Ozempic.Farmers and the Middle Belt get their flowers, Harmattan gets side-eyed, and 2026 car lots are predicted to invent saner payment plans, because everybody deserves a clean whip.Personal prophecies land too: one truly viral guest, at least one live show, crypto finally paying rent, a 15-minute comedy taping, pickleball and squash supremacy, and, Insha'Allah, IG-approved abs. It's predictions, prayers, hot takes, and practical optimism, the Submaroach way.
Submarine and A Roach—Nigeria's funniest podcast and the #1 comedy podcast in Nigeria—presents Episode 241, “It's 2026 and OkuntaKinte is still here???,” hosted by Mayowa, TMT & Koj.This week, the boys wade into Lagos' underground queer party scene, discussing the implications of visibility and the dangers it poses to individuals within that community. It delves into the activism surrounding queer representation in Nigeria, the cultural dynamics within families, and reflections on significant events from 2025, including the death of a prominent figure and the rise of cultural memes among younger generations.
There was an idea...and it seems we've been brave enough to follow through with it. Welcome to the inaugural entry in our year-long MCU 12 list. TMT makes his long-awaited return to chat with Bankole, Ebuka and Steve about Thunderbolts*, the 36th film in the Marvel Cinematic Universe. What makes the Jake Schreier film so special? Which character's depression do they identify with? Is this the peak of meth in the MCU? All that and more will be answered on this quick trip to The Void. Let us know where this ranks on your personal list.You can support us here.Also available on YouTube.Host: Bankole Imoukhuede Guests: Ebuka, Steve and TMTProduction by: Bankole Imoukhuede
In "The Road Ahead: What Trimble Innovations Mean for Transportation", Joe Lynch and Jonah McIntire, Chief Product and Technology Officer at Trimble, discuss Trimble's open, scalable platform that connects every aspect of the supply chain—from trucks and drivers to the back office—by serving as a reliable "system of record" that integrates practical AI innovation to help fleets maximize performance, visibility, and safety. About Jonah McIntire Jonah McIntire is Chief Product and Technology Officer at Trimble. He joined Transporeon in June 2021 and quickly led a succession of larger product organisations in the sourcing & data insights areas of the company. Known for his broad international experience, having lived and worked in 13 countries, Jonah's prior experience includes running global logistics for Build-a-Bear Workshop, launching business units for Manhattan Associates and Panalpina, and writing a university textbook on supply chain visibility. He also founded two companies and led them to successful acquisitions: Clear Abacus, an early cloud computing transport optimisation solution acquired by GT Nexus; and TNX Logistics, a spot procurement data science SaaS acquired by Transporeon. He is also a regular guest author in industry journals, hosts the popular Logistics Tribe podcast, and maintains a widely read industry newsletter on logistics technology. About Trimble Transportation Trimble Transportation provides fleets with solutions to create a fully integrated supply chain. With an intelligent ecosystem of products and services, Trimble Transportation enables customers to embrace the rapid technological evolution of the industry and connect all aspects of transportation and logistics — trucks, drivers, back office, freight and assets. Trimble Transportation delivers an open, scalable platform to help customers make more informed decisions and maximize performance, visibility and safety. Key Takeaways: The Road Ahead: What Trimble Innovations Mean for Transportation In "The Road Ahead: What Trimble Innovations Mean for Transportation", Joe Lynch and Jonah McIntire, Chief Product and Technology Officer at Trimble, discuss Trimble's open, scalable platform that connects every aspect of the supply chain—from trucks and drivers to the back office—by serving as a reliable "system of record" that integrates practical AI innovation to help fleets maximize performance, visibility, and safety. The Responsibility of the Incumbent: Unlike startups that lead with "bombastic" promises, Trimble prioritizes its role as the foundational "system of record" for the world's largest supply chains, where stability and reliability are non-negotiable. A "Safety-First" AI Philosophy: Because Trimble's software manages critical infrastructure and multi-billion dollar logistics networks, their innovation roadmap is built on a "safety-first" framework to ensure no disruption to global commerce. The Three-Phase AI Maturity Model: Trimble is following a logical, tiered progression into the AI age: starting with internal adoption, moving to AI-enhanced features, and ultimately launching AI-native applications. "Eating Their Own Cooking": Before shipping AI solutions to customers, Trimble utilizes AI internally to refine the technology, ensuring they can provide honest, experience-based guidance to their partners. Enhancing the Proven vs. Chasing the New: A core pillar of their current strategy is adding AI-powered features to existing, trusted solutions (like TMW.Suite or TMT) to provide immediate value without requiring a total system overhaul. The Shift to AI-Native Applications: The next frontier for Trimble is the development of applications built from the ground up on AI architectures, designed to solve complex logistics problems that traditional logic-based software cannot. Prioritizing Practicality Over Hype: Trimble's focus remains squarely on the "practical uses" of AI—solving real-world friction in dispatch, maintenance, and routing—rather than following fleeting technology trends. Innovation as Change Management: Trimble recognizes that the hardest part of the AI transition isn't the code; it's the human element. Their strategy includes a heavy focus on onboarding, training, and building the "Customer Trust" necessary for long-term adoption. Learn More About The Road Ahead: What Trimble Innovations Mean for Transportation Jonah McIntire | LinkedIn Trimble Transportation | Linkedin Trimble Transportation Trimble's Perspective: The Future of Freight is Connected with Rob Painter The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
Submarine and A Roach—Nigeria's funniest podcast and the #1 comedy podcast in Nigeria—is back. This week, TMT & Koj dig into a truth every Millennial in the diaspora eventually learns: no matter how far you travel, you can't outrun the Naij inside of you.The Millennial Reality Check: The boys open with the “Millennial Dream” and the corporate bias that still favors the married-with-kids crowd. From ballot boxes to boardrooms, they land on a thesis: the world isn't as progressive as it pretends—everywhere has a conservative spine, just like Naij.Wedding Warfare & “The Bottle Guy”: What does it take to survive a 700-person Nigerian wedding as a sober person? TMT breaks down his promotion to “The Bottle Guy”—part event planner, part logistics wizard, part miracle worker—and the pressure of delivering a brother-of-the-bride toast to a sea of aunties and expectations.Why Shelter Is… Sexy: Domestic life gets spicy as Koj chronicles furniture hunts and couch lust. They argue for lived-in homes over sterile showrooms—ditch the museum vibes, keep the joy, make your house feel like yours.The Anti-Hustle Manifesto: A liberating reminder for the burnt-out millennial: not everything needs a side hustle. Take the jiu-jitsu class, throw clay at a pottery studio, pick up a guitar just to be bad at it. Adults are allowed to learn for the sake of being human.Culture, weddings, furniture thirst, and soft rebellion—proof that Nigeria isn't just a place; it's a pattern you'll keep recognizing everywhere. Press play.
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of adoption. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Send us a textAI is everywhere in TMT — but in late 2025, the hype is fading and the real question is simple: what's the ROI?Rick Wilmot (ex-McKinsey) sits down with leaders from Bain (Ron Kermisch), Capgemini Invent (Karl Bjurstrom), Strategy& (Dan Hays), and Altman Solon (Gregor Eichler) to unpack what TMT clients want now — and what it takes to win offers in this space.You'll hear what's changing across tech and telecom: the post-hype AI reality check, shifting talent strategy, telco capex monetization pressure, and the growing role of regulation in growth strategy.The panel also gets practical on recruiting: what makes candidates stand out, how to show real depth in TMT, and how to start strong once you land the role.Each firm is hiring now. Click here to see open roles and prep resources to help you land your next offer.Additional Resources:Explore open roles at Altman Solon, Bain, Capgemini Invent, and Strategy&Join Black Belt for personalized coaching, digital assessment practice, and targeted prep to break into education consultingPartner Links:Learn more about NordStellar's Threat Exposure Management Program; unlock 10% off with code SIMPLIFIED-10Listen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.
Submarine and A Roach — Nigeria's funniest podcast and the #1 comedy podcast in Nigeria — presents “We Must Credit Nnamdi Kanu & Mr Eazi for Detty December,” hosted by TMT & Koj.A quick Yoruba linguistics lesson kicks things off (“Ten is happening,” decoded), before the boys audit Detty December's origin story: did Nnamdi Kanu inadvertently shift December migration patterns—and did Mr Eazi brand the season by popularising “Detty” through his many Detty events?They trade receipts, timelines, and jokes, then price-check the present: Lagos Airbnb listings touching $9,000 for 11 nights, plus a playful side quest blaming Maleek Berry's “Eko Miami” for the city's glossy rebrand.Finally, Spotify Wrapped enters the chat—Koj pulls a youthful Spotify “age” of 22, TMT clocks in at 73—and they dive into their top artists for 2025 before closing on a Nollywood riff inspired by the just-concluded S16 movie festival.It's Yoruba lessons, Detty December origins, Afrobeats, rap music, Spotify Wrapped, and Nollywood—served with signature Submaroach mischief.
Join TMT, Mayowa, and Koj on Submarine and A Roach. Nigeria's funniest and #1 comedy podcast for Episode 238, "The Danish Inception." The boys kick things off with their usual nonsense, diving straight into the chaotic and hilarious world of tiktok reverse love scam racism.The conversation takes a darker turn as they explore the rise of alté serial killers via.......sigh.....music.Then, in true Submaroach fashion, they switch gears to African accents in Hollywood by way of Stella Damascus.Culture chat continues with Tmt's signature storytelling prowess, and the boys discuss Tinubu's recent ambassador appointments and the bewildering political appointments. Time will tell.Throughout the episode, the boys blend serious topics with their signature humour, taking you on a wild ride through culture, politics, and the ever present chaos of Nigerian life. From alté killers to Nollywood stardom and Tinubu's international moves, they cover it all with a side of laughs.Get ready for another wild, thought-provoking, and hilarious episode of Submarine and A Roach.
Reality TV Podcast - Survivor Podcast - Amazing Race Podcast - Big Brother Podcast - RFF Radio
Rob, Nico and Nick discuss turkey pardons, smut fiction, internet bots, sentient AI, conspiracy theorists, Rush Hour 4 and much more. Chat with the TMT… The post Two Cents Radio: Episode #419 – Gobble Gobble appeared first on Too Many Thoughts.
Rob, Nico and Nick discuss turkey pardons, smut fiction, internet bots, sentient AI, conspiracy theorists, Rush Hour 4 and much more. Chat with the TMT… The post Two Cents Radio: Episode #419 – Gobble Gobble appeared first on Too Many Thoughts.
Join Tmt. Mayowa and Koj on Submarine and A Roach—Nigeria's funniest and #1 comedy podcast—for Episode 237, “Every Good Girl Deserves A Bad Boy.” Tmt starts off choosing joy as the boys open in classic Submaroach fashion: talking nonsense.They talk Wike, and the surreal reality of Nigerians rooting for a soldier five years after #EndSARS—proof that we are in a true state of higi-haga. Culture chat follows: alté anxiety, Lady Donli being the one artist Tmt openly fears, and his doomed attempt to debut a parody alté song.Then the big one: Burna Boy's “empty” Houston show. Bad ticket day? Boycott whispers? Or the start of his legacy-act era? The boys compare his recent run to Wizkid and discuss what a comeback could look like. Mayowa adds field notes on diaspora crowds and why great performances are good PR.The episode gets personal: parents discovering the pod, mums threatening Instagram unfollows, grief arriving mid-week, birthdays, friends, and the grounding power of witnessing personal growth. TMT shares rent hikes, D&D nights, classical concerts, tattoos, and the gusy delve into serendipitous stranger encounters before the final sign-off.
Join Tmt, Mayowa & Koj on Submarine and A Roach—Nigeria's funniest podcast and Nigeria's #1 comedy podcast—for Episode 236, “Nothing to see here — yet.”Love isn't dead; it's everywhere, even on Twitter. TMT opens with a Sunday sermon on tenderness before the boys autopsy the week's millennial exodus—timelines scrubbed, handles vanished, and a decade of tweets dug up like generational curses. “Chaos is a ladder,” they joke, then climb right into it: cancel culture vs. shamelessness, victimhood logic, and why the internet keeps scoring real life in W's and L's like it's monkey post.They pivot to the fan–artist contract after the Burna Boy clip—customers might pay for tickets, but empathy is priceless—then get properly paranoid about platforms: encrypt the DMs and encrypt the search bar. Political mess leaks in as the boys dig into Epstein, Trump, and BIG BEAUTIFUL BILL. Music ties the bow: a fresh look at SARZ's album (executive brilliance vs. production flex), Odunsi's cinematic rollout, the Wale Afrobeats viral moment, and flowers for emerging artists—Deji Osikoya and Ayoade Bamgboye. It's love amid chaos, Lagos humor with global stakes, and a reminder that outside the outrage machine, there's grass, real life, and rice at home.Press play now—touch grass later.
LionTree's James Lindsay visits the massive studio complex of Merwas in Riyadh, Saudi Arabia (the world's largest music studio, according to Guinness) to converse with Danny Townsend, CEO of SURJ Sports Investment. Danny, who began his career playing football (a/k/a soccer) for Australia's Sydney United Team, had a 26 year-long career on the business side of sport prior to his 2023 appointment as CEO of SURJ. The pair hone in on Danny's broad remit, underlining the “dual mandate” of successfully deploying Saudi Arabia's Public Investment Fund (PIF) in the sports arena, as well as bringing about genuine social change by expanding youth sport participation and maximizing opportunities for female athletes such as Saudi MMA champion, Hattan Alsaif.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.
Submarine and A Roach — Nigeria's funniest podcast and the #1 comedy podcast in Nigeria — presents “Detty December is Human Trafficking,” hosted by TMT & Koj.Every December, Lagos becomes a conveyor belt of bodies, bottles, and bravado—an economy of daytime festivals that start too late for the sun, beach days that turn into boat-hopping on the Lagos Lagoon, and selfies in the red-light district otherwise known as Lagos traffic. It's our annual rite of passage: equal parts pilgrimage and punishment.The boys build a Detty December checklist: stuffy clubs with famously disorderly queues; Russian roulette with fake alcohol; concerts that begin at 3 a.m. and stages that collapse by 3 a.m.; and the not-so-subtle deployment of Nigerian police by private citizens—like Pokémon.There's wedding culture, too: the old era of joyful gate-crashing is fading under inflation, replaced by a dystopian hustle where IJGBs and culture tourists buy access to “authentic” Nigerian weddings. TMT's PSA is simple: if you purchase a ticket to crash a wedding because of an IG ad made on Canva, expect hands. Koj counters that the market will protect anyone willing to buy tables at weddings like it's Rhythm Unplugged.Climate anxiety hovers over the festivities: rain bleeding into November, potentially signaling higher heat levels in December, and a city with a track record of not solving environmental crises—before the conversation pivots to Sanwo-Olu at Lagos Fashion Week, modeling a “sustainable” aesthetic. You can't spell APC without AC, so APC will cool the globe.The hosts resurrect the word “chassis”—a car term upgraded into a compliment—to show how Nigerianisms morph in real time. Ultimately, like Detty December itself, language is just infrastructure for what we really want: to be seen, to be inside, to say, “I survived.”
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Join Koj, TMT & Mayowa on Submarine and A Roach—Nigeria's funniest podcast and Nigeria's #1 comedy podcast—for Episode 234, “Meek & Horny.” It's a high-energy catch-up that zigzags from Lagos banter to Toronto life, politics, and pure nonsense—nimble like Simone Biles.The boys open with a chaotic drink check (green tea, Heineken 0.0, Lasena Water, and tales of expired zero-alcohol beer), plus a medicinal detour into Aboniki and why “stiff” needs context. From there, Koj's moving diaries turn into a love letter to rent-controlled Toronto apartments, outrageous building amenities, and plotting bike rides on waterfront paths.We get an Ibadan classic: the gardener caught doing thirst traps in the boss's pool—a WhatsApp-era parable told in Yoruba (“wé”) about boundaries, class, and comedy. Then it's culture and current affairs: royal family headlines, U.S. threats toward Nigeria, and why media framing around Boko Haram is messy—plus a reminder to value reporting over outrage cycles.Internet culture shows up too: OnlyFans as a business, a Pornhub developer on LinkedIn, and a stray alté pregnancy rumor that somehow invaded dreamland. The episode closes on fatherhood, friendship, apartment hunting, and the eternal tension between being—well, meek & horny.
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On this week's episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bubble?”. Burkhard also compares the current environment to the TMT-bubble of the late 90s, and offers guidance on how to position in the current environment.
Featuring an interview with Dr Aaron Lisberg, including the following topics: Efficacy and Safety of Datopotamab Deruxtecan (Dato-DXd) for Patients with Previously Treated EGFR-Mutated Advanced Non-Small Cell Lung Cancer (NSCLC): A Pooled Analysis of the TROPION-Lung01 and TROPION-Lung05 Trials (0:00) Ahn M-J et al. Efficacy and safety of datopotamab deruxtecan (Dato-DXd) in patients (pts) with previously-treated EGFR-mutated advanced non-small cell lung cancer (NSCLC): A pooled analysis of TROPION-Lung01 and TROPION-Lung05. ESMO Asia 2024;Abstract LBA7 Ahn M-J et al. A pooled analysis of datopotamab deruxtecan in patients with EGFR-mutated NSCLC. J Thorac Oncol 2025;[Online ahead of print]. Abstract Sacituzumab Tirumotecan for Previously Treated Advanced EGFR-Mutated NSCLC: Results from the Randomized OptiTROP-Lung03 Study (7:08) Fang W et al. Sacituzumab tirumotecan versus docetaxel for previously treated EGFR-mutated advanced non-small cell lung cancer: Multicentre, open label, randomised controlled trial. BMJ 2025;389:e085680. Abstract Zhang L et al. Sacituzumab tirumotecan (sac-TMT) in patients (pts) with previously treated advanced EGFR-mutated non-small cell lung cancer (NSCLC): Results from the randomized OptiTROP-Lung03 study. ASCO 2025;Abstract 8507. Combination of Dato-DXd and Immunotherapy as First-Line Therapy for Patients with Advanced NSCLC (13:12) Cuppens K et al. First-line (1L) datopotamab deruxtecan (Dato-DXd) + durvalumab ± carboplatin in advanced or metastatic non-small cell lung cancer (a/mNSCLC): Results from TROPION-Lung04 (cohorts 2 and 4). ESMO Targeted Anticancer Therapies Congress 2025;Abstract 8O. Okamoto I et al. TROPION-Lung07: Phase III study of Dato-DXd + pembrolizumab ± platinum-based chemotherapy as 1L therapy for advanced non-small-cell lung cancer. Future Oncol 2024;20(37):2927-36. Abstract Levy BP et al. TROPION-Lung08: Phase III study of datopotamab deruxtecan plus pembrolizumab as first-line therapy for advanced NSCLC. Future Oncol 2023;19(21):1461-72. Abstract Aggarwal C et al. AVANZAR: Phase III study of datopotamab deruxtecan (Dato-DXd) + durvalumab + carboplatin as 1L treatment of advanced/mNSCLC. World Conference on Lung Cancer (WCLC) 2023;Abstract P2.04-02. TROP2-Targeting Antibody-Drug Conjugates as Neoadjuvant and/or Adjuvant Therapy for Patients with Resectable NSCLC (19:08) A phase III, randomised, open-label, global study of adjuvant datopotamab deruxtecan (Dato-DXd) in combination with rilvegostomig or rilvegostomig monotherapy versus standard of care, following complete tumour resection, in participants with Stage I adenocarcinoma non-small cell lung cancer who are ctDNA-positive or have high-risk pathological features (TROPION-Lung12). NCT06564844 Cascone T et al. Perioperative durvalumab plus chemotherapy plus new agents for resectable non-small-cell lung cancer: The platform phase 2 NeoCOAST-2 trial. Nat Med 2025;31(8):2788-96. Abstract CME information and select publications
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Send us a textIn this episode of The Missions Table, we sit down with Troy Wickett, missionary to Fiji/Solomon Islands and the newly appointed Regional Director of the Pacific Region. From years of ministry among the islands of Fiji to now overseeing a vast region of nations and cultures, Bro. Wickett shares the heart, vision, and faith it takes to reach the Pacific for Jesus.We talk about his transition from the local field to a regional leadership role, the unique challenges of ministering across oceans and time zones, and the powerful vision to reach every island and every people group in the Pacific.If you've ever wondered what it looks like to lead in one of the most diverse and geographically spread-out mission fields on earth, this conversation is one you don't want to miss.As always, you can connect with our TMT team via social media:Nathan Harrod, @NathanHarrod (Twitter)Joshua Tingley, @TingleyJoshua (Twitter)Samuel Zenobia, @ZenobiaMissions (Instagram)
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Send us a textIn this episode of The Missions Table, we sit down with James Corbin—missionary to Bangladesh and author of When Sons and Daughters of the Soil Pray. James Corbin shares his powerful story of ministry in one of the most spiritually hungry regions of the world and unpacks the heartbeat behind his book, which highlights the transformational role of prayer in missions.Together, we talk about how you can get involved in missions across Asia—whether through prayer, short-term opportunities, or long-term service. James Corbin offers fresh insight into what God is doing in Bangladesh and the surrounding nations, and how every believer can play a part in advancing the Gospel to the unreached.If you've ever wondered how you can step into the harvest field of Asia or want to be inspired by what happens when sons and daughters of the soil pray, this conversation will challenge your faith and ignite your vision for missions.As always, you can connect with our TMT team via social media:Nathan Harrod, @NathanHarrod (Twitter)Joshua Tingley, @TingleyJoshua (Twitter)Samuel Zenobia, @ZenobiaMissions (Instagram)
Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanley Annual Industrials Conference in Laguna Beach.Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic Strategist.Christopher Snyder: I'm Chris Snyder, Morgan Stanley's U.S. Multi-Industry Analyst. Adam Jonas: And I'm Adam Jonas, Morgan Stanley's Embodied AI Strategist.Michelle Weaver: We recently concluded Morgan Stanley's annual industrials conference in Laguna Beach, California, and wanted to share some of the biggest takeaways.It's Tuesday, September 16th at 10am in New York.I want to set the stage for our conversation. The overall tone at the conference was fairly similar to last year with many companies waiting for a broader pickup. And I'd flag three different themes that really emerged from the conference. So first, AI. AI is incredibly important. It appeared in the vast majority of fireside conversations. And companies were talking about AI from both the adopter and the enabler angle. Second theme on the macro, overall companies remain in search of a reacceleration. They pointed to consistently expansionary PMIs or a PMI above 50, a more favorable interest rate environment and greater clarity on tariffs as the key macro conditions for renewed momentum. And then the last thing that came up repeatedly was how are companies going to react to tariffs? And I would say companies overall were fairly constructive on their ability to mitigate the margin impact of tariffs with many talking about both leveraging pricing power and supply chain shifts to offset those impacts. So, Chris, considering all this, the wait for an inflection came up across a number of companies. What were some of your key takeaways on multis, on the macro front? Christopher Snyder: The commentary was stable to modestly improving, and that was really consistent across all of these companies. There are, you know, specific verticals where things are getting better. I would call out data center as one. Non-res construction, as another one, implant manufacturing as one. And there were certain categories where we are seeing deterioration – residential HVAC, energy markets, and agriculture.But we came away more constructive on the cycle because things are stable, if not modestly improving into a rate cut cycle. The concern going in was that we would hear about deteriorating trends and a rate cut would be needed just to stabilize the market. So, we do think that this backdrop is supportive for better industrial growth into 2026.We have been positive on the project or CapEx side of the house. It feels like strength there is improving. We've been more cautious on the short cycle production side of the house. But we are starting to see signs of rate of change. So, when we look into [20]26 and [20]27, we think U.S. industrials are poised for decade high growth. Michelle Weaver: You've had a thesis for a while now that U.S. reshoring is going to be incredibly important and that it's a $10 trillion opportunity. Can you unpack that number? What are some recent data points supporting that and what did you learn at the conference? Christopher Snyder: Some of the recent data points that support this view is U.S. manufacturing construction starts are up 3x post Liberation Day. So, we're seeing companies invest. This is also coming through in commercial industrial lending data, which continues to push higher almost every week and is currently at now record high levels. So, there's a lot of reasons for companies not to invest right now. There's a lot of uncertainty around policy. But seeing that willingness to invest through all of the uncertainty is a big positive because as that uncertainty lifts, we think more projects will come off the sidelines and be unlocked. So, we see positive rate of change on that. What I think is often lost in the reassuring conversation is that this has been happening for the last five years. The U.S. lost share of global CapEx from 2000 when China entered the World Trade Organization almost every year till 2019 when Trump implemented his first wave of tariffs. Since then, the U.S. has taken about 300 basis points of global CapEx share over the last five years, and that's a lot on a $30 trillion CapEx base. So, I think the debate here should be: Can this continue? And when I look at Trump policy, both the tariffs making imports more expensive, but also the incentives lowering the cost of domestic production – we do think these trends are stable. And I always want to stress that this is a game of increments. It's not that the U.S. is going to get every factory. But we simply believe the U.S. is better positioned to get the incremental factory over the next 20 years relative to the prior 20. And the best point is that the baseline growth here is effectively zero. Michelle Weaver: And how does power play into the reshoring story? AI and data centers are generating huge demand for power that well outstrip supply. Is there a risk that companies that want to reshore are not able to do so because of the power constraints?Christopher Snyder: It's a great question. I think it's part of the reason that this is moving more slowly. The companies that sell this power equipment tend to prioritize the data center customers given their scale in magnitude of buying. But ultimately, we think this is coming and it's a big opportunity for U.S. power to extend the upcycle.Manufacturing accounts for 26 percent of the electricity in the country. Data center accounts for about 5 percent. So, if the industrial economy returns to growth, there will be a huge pull on the grid; and I view it as a competitive advantage. If you think about the future of U.S. manufacturing, we're simply taking labor out and replacing it with electricity. That is a phenomenal trade off for the U.S. And a not as positive trade off for a lot of low-cost regions who essentially export labor to the world. I'm sure Adam will have more to say about that. Michelle Weaver: And Adam, I want to bring robotics and humanoid specifically into this conversation as the U.S.' technological edge is a big part of the reshoring story. So how do humanoids fit into reshoring? How much would they cost to use and how could they make American manufacturing more attractive? Adam Jonas: Humanoid robots – we're talking age agentic robots that make decisions from themselves autonomously due to the dual purpose in the military. You know, dual purpose aspect of it makes it absolutely necessary to onshore the technologies.At the same time, humanoid robots actually make it possible to onshore those technologies. Meaning you need; we're not going to be able to replicate manufacturing and onshore manufacturing the way it's currently done in China with their environmental practices and their labor – availability of affordable cheap human labor.Autonomous robots are both the cause of onshoring. And the effect of onshoring at the same time, and it's going to transform every industry. The question isn't so much as which industry will autonomous robots, including humanoids impact? It's what will it not.And we have not yet been able to find anything that it would. When you think about cost to use – we think by 2040 we get to a point where to Chris's point, the marginal cost of work will be some factor of electricity, energy, and some depreciation of that physical plant, or the physical robot itself. And we come up with a, a range of scenarios where centered on around $5 per hour. If that can replace two human workers at $25 an hour, that can NPV to around $200,000 of NPV per humanoid. That's discounting back 15 years from 2040.Michelle, there's 160 million people in the U.S. labor market, so if you just substituted 1 percent of that or 1.6 million people out of the U.S. Labor pool. 1.6 million times $200,000 NPV; that's $320 billion of value, which is worth, well, quite a lot. Quite a lot of money to a lot of companies that are working on this. So, when we get asked, what are we watching, well, in terms of the bleeding edge of the robot revolution, we're watching the Sino-U.S. competition. And I prefer to call it competition. And we're also watching the terra cap companies, the Mag 7 type companies that are quite suddenly and recently and very, very significantly going after physical AI and robotics talent. And increasingly even manufacturing talent. So again, to circle back to Chris's point, if you want evidence of reshoring and manufacturing and advanced manufacturing in this country, look at some of these TMT and tech and AI companies in California. And look at, go on their hiring website and watch all the manufacturing and robotics people that they're trying to hire; and pay a lot of money to do so. And that might be an interesting indicator of where we're going.Michelle Weaver: I want to dig in a little bit more there. We're seeing a lot of the cutting-edge tech coming out of China. Is the U.S. going to be able to catch up?Adam Jonas: Uh, I don't know. I don't know. But I would say what's our alternative. We either catch up enough to compete or we're up for grabs. OK?I would say from our reading and working closely with our team in China, that in many aspects of supply chain, manufacturing, physical AI, China is ahead. And with the passage of time, they are increasingly ahead. We estimate, and we can't be precise here, that China's lead on the U.S. would not only last three to five years, but might even widen three to five years from now. May even widen at an accelerating rate three to five years from now.And so, it brings into play is what kind of environment and what kind of regulatory, and policy decisions we made to help kind of level the playing field and encourage the right kind of manufacturing. We don't want to encourage trailing edge, Victorian era manufacturing in the U.S. We want to encourage, you know, to skate to where the puck is going technology that can help improve our world and create a sustainable abundance rather than an unsustainable one. And so, we're watching China very, very closely. It makes us a little bit; makes me a little bit kind of nervous when we – if we see the government put the thumb on the scale too much.But it's invariably going to happen. You're going to have increased involvement of whichever administration it is in order to kind of set policies that can encourage innovation, education of our young people, repurposing of labor, you know. All these people making machines in this country now. They might get, there may be a displacement over a number of years, if not a generation.But we need those human bodies to do other things in this economy as well. So, we; I don't want to give the impression at all in our scenarios that we don't need people anymore. Michelle Weaver: What are the opportunities and the risks that you see for investors as robotics converges with this broader U.S. manufacturing story? Adam Jonas: Well, Michelle, we see both opportunities and risks. There are the opportunities that you can measure in terms of what portion of global GDP of [$]115 trillion could you look at. I mean, labor alone is $40 trillion.And if you really make humanoid that can do the work of two workers, guess what? You're not going to stop at [$]40 trillion. You're going to go beyond that. You might go multiple beyond that. Talking about the world before AI, robotics and humanoid is like talking about the world before electricity. Or talking about business before the internet. We don't think we're exaggerating, but the proof will be in the capital formation. And that's where we hope we can be of assistance to our clients working together on a variety of investment ideas. But the risks will come and it is our professional responsibility, if not our moral responsibility, to work with our partners across research to talk about those risks. Michelle, if we have labor displacement, go too quickly, there's serious problems. And if you don't, if you don't believe me, go look at, look at you know, the French Revolution or the Industrial Revolution, or Age of Enlightenments. Ages of scientific enlightenment frequently cohabitate times of great social and political turmoil as well. And so, we think that these risks must be seen in parallel if we want to bring forth technologies that can make us more human rather than less human. I'm sorry if I'm coming across as a little preachy, but if you studied robots and labor all day long, it does have that effect on you. So, Michelle, how do you see innovation priorities changing for industrials and investors in this environment?Michelle Weaver: I think it's huge as we're seeing AI and technology broadly diffuse across different segments of the market, it's only becoming more important. About two-thirds of companies at the conference mentioned AI in some way, shape, or form. We know that from transcripts. And we're seeing them continue to integrate AI into their businesses. They're trying to go beyond what we've just seen at the initial edge. So, for example, if I think about what was going on within AI adoption a couple years ago, it was largely adding a chat bot to your website that's then able to handle a lot of customer service inquiries. Maybe you could reduce the labor there a little bit. Now we're starting to see a lot more business specific use cases. So, for example, with an airline, an airline company is using AI to most optimally gate different planes as they're landing to try and reduce connection times. They know which staff needs to go to another flight to connect, which passengers need to move to another flight. They're able to do that much more efficiently. You're seeing a lot on AI being adopted within manufacturing to make manufacturing processes a lot more seamless. So, I think innovation is only going to continue to become more important to not only industrials, but broadly the entire market as well.Clearly the industry is being shaped by adaptability, collaboration, and a focus on innovation. So, Chris, Adam, thank you both for taking the time to talk. Adam Jonas: Always a pleasure. Michelle.Christopher Snyder: Thank you for having us on. Michelle Weaver: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen to the show and share the podcast with a friend or colleague today.
This week for TMT we wanted to take a minute to discuss one of the most common questions: how should we set a decoy spread for early goose season? We talk through the ins and outs of how we would set our early goose spreads depending on the weather and birds in your area. These are not the exact solution for everyone! Pay attention to your birds. Scout the way they eat, the way they travel, roost and behave. Play your hand! 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