Podcasts about TTM

New E-book: Be The Exception: TTM's Personal Development Handbook New partnerships Rice ‘N Grinds (Pride Foods) – 10% off w/ code TTMMegaFit Meals - 10% off w/ code TTM—Today's Topics:00:00:00 - Intro 00:03:25 - How To Eat 300+ Grams Of Carbs 00:09:12 - Nutrition For High-Activity Jobs 00:13:12 - Running Prep For SFAS 00:16:48 - TTM Content On TikTok 00:19:30 - Foot Care For The Long Walk 00:25:36 - Improving Adductor Recovery 00:28:59 - Pre-Workout Stretching 00:31:34 - Best Intra-Workout Carb Sources 00:36:13 - Running With Shin Splints 00:39:31 - Improving Running During SOCM 00:43:21 - Programming Sprint Work 00:47:52 - TTM 1-On-1 Coaching Capacity 00:53:32 - Bucket List Golf Courses 00:57:27 - Practicing Land Navigation Before SFAS 01:01:01 - How Much Does HRV Matter? 01:06:51 - Building Size While Running T850 01:09:29 - Assault Treadmill Vs. Running Outside 01:16:09 - SFAS Advice For Shorter Guys—Questions? Look for bi-weekly Q&A on my stories. I'll answer your questions on IG and here on the podcast.—New SFAS Program (includes 59-page SFAS Personal Dev Guidebook) New Running Program: TTM Run AdvancedNew Selection Prep Program: Ruck | Run | Lift New Hybrid Program: Jacked Gazelle 3.0Ebook: SOF Selection Recovery & Nutrition Guide—TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)—PDF programs2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteJacked Gazelle 2.0 - Hybrid athlete—Other Partnerships:Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training—Let's connect:Newsletter Sign UpIG: terminator_trainingYoutubeWebsiteSubstack

The Austroads Guide to Temporary Traffic Management (AGTTM) provides nationally consistent guidance for the planning, design, and implementation of safe and efficient temporary traffic management across Australia and New Zealand. Road Infrastructure Managers (RIMs) play a critical role in setting standards, approving works, maintaining network performance and ensuring safe road user outcomes during construction and maintenance activities. This webinar is designed for professionals working within or for RIMs, especially those responsible for managing TTM access to the road network for works, events, and emergencies. This webinar is suited to any RIM personnel involved in reviewing TTM documentation as part of managing road corridor access or the delivery of infrastructure, as well as persons inspecting/auditing temporary traffic management arrangements on behalf of RIM.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫厄瓜多尔总统访华，聊铜陵有色，来自Andy_Qiu。厄瓜多尔总统诺沃亚正在中国进行国事访问，铜陵有色的股东自然会想到米拉多二期。市场之前一直有声音猜测，这次访问可能推动二期采矿合同如果米拉多二期真能落地，铜陵有色这只股票到底该怎么看？跟紫金、洛钼、藏格、西部矿业比，它值得买吗？又适合拿多久？铜陵它其实夹在两种生意中间。一头是冶炼，一头是矿山。铜陵的冶炼肯定是有竞争力的，沿江布局、物流、副产品、回收率、长单这些优势都在。以前的推荐材料甚至按很保守的百分之1净利率测算，160万吨左右权益粗炼产能也能贡献十亿级利润。但冶炼这个生意，赚的是辛苦钱。矿企不一样。铜价涨1000美元，地下的矿直接升值，矿山利润弹性会很快出来。冶炼企业却得拼T C、采购、物流、回收率、硫酸、金银副产品，最后一点一点把利润抠出来。冶炼做得再好，也不太愿意给它特别高的估值。按照以前的项目材料，米拉多一期长期铜产量大约12万吨，二期起来以后，一二期合计有机会达到26万吨左右，铜陵持有百分之70，对应权益量接近18万吨。材料当时按米拉多单吨净利润2.4万到2.5万元测算过，完全达产后对应的是四十亿元级别的利润潜力。这个数今天肯定不能机械照搬，铜价、品位、税费、厄瓜多尔分成都可能变，但有一点没变：这不是多赚几个亿的问题，而是有可能改变铜陵整个利润结构。买铜陵真正的赔率，不是赌铜价涨，也不是赌T C恢复，而是赌市场原来按冶炼股看它，未来慢慢按“资源加冶炼”重新给它定价。把它和其他几只铜股放在一起，这个区别就更明显了。目前紫金矿业大约14倍P E，洛阳钼业大约17倍，西部矿业大约14到15倍。藏格在中报后因为利润基数提高，按不同实时口径大约21到25倍；铜陵有色则比较特殊，用已经实现的T T M利润算仍然在30倍上下，但如果把二零二六年上半年26.5亿到31.5亿元的业绩预告年化进去，动态估值已经明显低于静态T T M，即使这样，也不是简单说“铜陵最便宜”。紫金14倍左右，买的是最高的胜率。紫金最值钱的不是现在有多少铜，而是已经证明了自己可以不断找矿、买矿、开发矿。今天的矿不是终点，现金流还会变成下一批资源。紫金的赔率未必是几只里面最大的，但它的胜率高，而且时间对它相对友好。只要资源量和矿产量还在往上走，就没必要天天盯着一个项目什么时候签约。这种股票我会愿意把持仓时间拉长。不是说五年十年不卖，而是它的逻辑不需要在一两年内必须兑现。洛钼17倍左右，买的是资源弹性。它和紫金的差别是，现有世界级矿山已经非常强，铜钴产量起来以后，铜价上涨很容易直接落到利润表。它的胜率也高，但比紫金更吃商品周期。洛钼我会更倾向于拿一个完整的中期景气周期。铜价、产量都在右侧，就拿；等资源品周期进入明显后半段，再重新算赔率。它不是那种需要赌公司“身份变化”的股票，市场早就知道它是资源龙头了。藏格则是好资产已经被市场认可，更看买入价格。中报以后藏格TTM估值已经因为利润增长从此前二十多倍往下压，目前不同实时平台大约21—25倍。上半年净利润36.38亿元，同比增长102%，巨龙铜业已经成为非常核心的利润来源。藏格的胜率其实不低，巨龙扩产也比较清楚，但它不像铜陵存在那么大的“身份认知差”。市场已经知道它是优质资源股，如果买贵了，后面更多只能靠业绩慢慢把估值消化掉。藏格更像是高胜率，但赔率高度取决于买点。西部矿业大概14到15倍，目前比较容易算的一只。核心就是玉龙铜矿。铜价多少，产多少铜，大概赚多少钱，逻辑没有那么绕。它没有紫金那么强的持续资源获取想象力，但未来一两年的业绩兑现反而比较清楚。如果只拼“未来一两年的胜率和估值”，西部矿业其实很有竞争力。14到15倍的估值，不需要市场突然把它当成另外一种公司，只需要玉龙继续放量、铜价别出现大的反转，逻辑就能走。再看铜陵，铜陵的胜率其实不是最高的。米拉多二期还要看合同、投产、爬坡；冶炼又正好碰上低T C。如果只看现有资产和利润兑现度，紫金、洛钼、西矿甚至藏格都比它更省心。其他几家公司是什么，市场基本都知道了。紫金就是全球资源龙头，洛钼就是高弹性矿企，藏格已经是巨龙的重要权益持有人，西矿就是玉龙铜矿。只有铜陵，还有一个明显的“身份差”。现在大家提到铜陵，首先想到的还是两百多万吨冶炼；如果两三年以后大家提铜陵，首先开始算米拉多一年贡献多少利润，那这个估值体系就变了。我会用“胜率 乘 赔率 乘 时间”来对比和选择如果追求最高胜率，选紫金；如果要铜价上涨时的利润弹性，洛钼更直接；如果想找现阶段估值和未来一两年业绩比较匹配的，选西矿；藏格资产很好，但更需要等价格给赔率。铜陵则是这些里面最像一笔“中期重估交易”的。它不太适合只拿几个星期。总统访华、米拉多签约这些事情可以刺激股价，但这种钱不好赚。消息真出来以后，市场马上就会问什么时候投产，什么时候达产，到底贡献多少利润。只赌公告，实际上把一笔基本面投资做成了事件交易。铜陵比较舒服的持仓窗口是一到三年。不是拿总统访华这几天，而是拿米拉多从合同预期，到投产，到爬坡，再到真正进入利润表的这一段。这一段如果走顺了，会同时发生两件事：利润分母变大，估值体系也可能变。这就是铜陵比单纯冶炼股赔率大的地方。但反过来也要有时间纪律。假设两三年以后，米拉多还是没有形成预期中的利润，公司主要赚钱方式仍然是靠两百多万吨冶炼拼回收率、硫酸和加工费，那这笔投资的赔率明显下降。因为那时候你面对的还是一家优秀的冶炼企业。优秀归优秀，但辛苦钱终归是辛苦钱，估值天花板很难和真正的资源企业一样。概括这几只铜股，大概可以这么看：紫金，胜率最高，适合把时间拉长；洛钼，弹性最大的一档，更适合吃铜周期；藏格，资产很好，但赔率越来越取决于买入估值；西矿，估值和近两年业绩兑现度比较均衡；铜陵，胜率不是最高，但如果米拉多让它完成从“冶炼股”到“资源型铜企”的切换，赔率可能反而最值得研究。买铜陵的话，买的是一个预期差：真正决定这笔投资最后赚多少钱的，还是后面那一两年，米拉多能不能把地下的铜真正变成铜陵有色利润表里的钱。

The Austroads Guide to Temporary Traffic Management (AGTTM) provides nationally consistent guidance for the planning, design and implementation of safe and efficient temporary traffic management across Australia and New Zealand. Traffic Management Designers (TMDs) play a critical role in the temporary traffic management process. The planning and design phase provides the greatest opportunity to identify hazards, manage risks and develop practical, safe and efficient TTM solutions. As a result, TMDs are central to achieving effective on-road outcomes. This webinar recording is suited to both practising and aspiring TMDs, and professionals working within or alongside the TTM industry who are looking to strengthen their understanding of the AGTTM and apply it more effectively in their day-to-day work. The webinar provided an overview of key topics relating to best-practice TTM design and summarised recent updates to the AGTTM that are specifically relevant to designers.

NEW PARTNERSHIPS (both are legit)MegaFit MealsBest meal prep I've used. Saves time, keeps nutrition dialed.10% off with code TTMhttps://megafitmeals.rfrl.co/v2j91Rice ‘N Grinds (Pride Foods)Fast, high-quality carbs. Easy win for fueling performance.10% off with code TTMhttp://www.pridefoods.org/discount/TTM?redirect=%2F%3Fafmc%3DTTM%26utm_campaign%3DTTM%26utm_source%3Dleaddyno%26utm_medium%3Daffiliate%26utm_content%3D1b4Today's Overrated/Underrated Topics:00:00:00 - Intro00:05:08 - High Potassium Intake00:09:13 - Deload Weeks00:12:18 - If It Fits Your Macros (IIFYM)00:15:18 - Training and Eating on a Schedule00:18:15 - Low-Volume, High-Intensity Lifting00:22:50 - Shrugs for Rucking Performance00:28:18 - Intermittent Fasting for Fat Loss00:31:49 - Plyometrics for Faster Running00:33:06 - Making Up Lost Sleep00:34:49 - Daily Walks for Running and Rucking00:37:40 - RETA3 with Training and Nutrition00:46:05 - The Anabolic Window00:49:57 - Golf Lessons for Beginners00:52:23 - Reverse Dieting After a Cut00:57:23 - BPC-157 and TB-500 for Recovery01:00:41 - Daily Mobility for Performance01:04:55 - Hot Dog at the Turn01:06:00 - One Gram of Protein Per Pound—Questions? Look for bi-weekly Q&A on my stories. I'll answer your questions on IG and here on the podcast.—New SFAS Program (includes 59-page SFAS Personal Dev Guidebook) New Running Program: TTM Run AdvancedNew Selection Prep Program: Ruck | Run | Lift New Hybrid Program: Jacked Gazelle 3.0Ebook: SOF Selection Recovery & Nutrition Guide—TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)—PDF programs2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteJacked Gazelle 2.0 - Hybrid athlete—Partnerships Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training—Let's connect:Newsletter Sign UpIG: terminator_trainingYoutubeWebsiteSubstack

The Austroads Guide to Temporary Traffic Management (AGTTM) provides nationally consistent guidance for the planning, design, and implementation of safe and efficient temporary traffic management across Australia and New Zealand. Recent revisions to AGTTM Parts 1–7, 9 and 10 (Edition 1.2) focus on continuing to align the Guide with contemporary temporary traffic management best practice, improving clarity, and strengthening consistency of terminology. Approximately 30 per cent of content across these Parts has been updated, while deliberately retaining the existing structure of the Guide. These updates represent an incremental and continuous improvement approach, refining guidance where while maintaining consistency for ease of integration with existing TTM documentation. This webinar provides a practical overview of the key changes, their intent, and what they mean for those involved in the planning, approval and delivery of temporary traffic management.

We're joined by returning Collector's Corner guest, Wisconsin Collector, Wade Bute! He and Drew talk about anticipating The 2026 National, connecting with other collectors, and Wade's growing collection. We also announce the winner of our monthly giveaway, share hobby news, our recent TTM returns, and more! 

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

We're joined by special guest, Pennsylvania collector, Bob Brittain. Bob has been collecting for over 50 years and shares his passion for TTM, autographs, and sports memorabilia on his YouTube channel @TTMBob64. Drew and Arron also share hobby news, their recent TTM returns, and announce the SigSpot Giveaway winner!

Mother's Day Sale: Get any TTM training program 25% off with code MDAY25. If you're interested in a program for a special lady in your life, these are my wife's favorites:  Kickstart (16-week beginner program) Hypertrophy (19-week intermediate to advanced program) Time Crunch (8-week minimal time and equipment) New partnerships (both are legit)Rice ‘N Grinds (Pride Foods)Fast, high-quality carbs. Easy win for fueling performance.10% off with code TTMMegaFit MealsBest meal prep I've used. Saves time, keeps nutrition dialed.10% off with code TTM—New SFAS Program (includes 59-page SFAS Personal Dev Guidebook) New Running Program: TTM Run AdvancedNew Selection Prep Program: Ruck | Run | Lift New Hybrid Program: Jacked Gazelle 3.0Ebook: SOF Selection Recovery & Nutrition GuideToday's Questions: 03:13 — Hill training for selection prep05:38 — Pool skills on rest days?07:12 — Best program for 20–30 mile weeks + strength gains07:48 — Turning Jacked Gazelle 3 into an 8–9 day split09:37 — Top 3 grip exercises for SFAS12:40 — Best TTM program for Q-Course students14:03 — Differences between the Jacked Gazelle programs15:53 — Can mountain biking build your run base?16:58 — Best way to learn auto-regulation22:54 — SFAS breakdown after Gate Week24:53 — AM vs PM workouts30:33 — Training while sick33:10 — Tight muscles in the morning: age or something else?40:04 — Does cadence matter for Zone 2 running?43:10 — Does upbringing impact SOF performance?47:32 — Favorite training gear and shoes51:36 — Does speaking multiple languages help selection odds?53:55 — Intra-workout carbs & glycogen supplements: worth it?54:28 — Optimizing SFAS prep while constantly in the field58:10 — How to bridge the gap between the 2&5 Mile Program and race day59:06 — Dieting on a budget—TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)—Let's connect:Newsletter Sign UpIG: terminator_trainingYoutubeWebsiteSubstack

Let's break down chapters three and four of Star Wars: Maul Shadow Lord featuring the return of TTM founder, William Ryan Key of Yellowcard!Follow and message us on Instagram to get 15% off your first purchase at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rsvlts.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!Follow TTM on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thankthemakerpod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Donate to "WHAT CHOICE? - Star Wars Fans For Abortion Access" at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠gofundme⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Follow the hosts on social media:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Adam Russell⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick Ghanbarian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠William Ryan Key⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mike Forester⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jason Chiodo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ahsoka, Anakin Skywalker, Ahsoka Tano, Rosario Dawson, Hayden Christensen, Obi-Wan Kenobi, Andor, The Book of Boba Fett, The Bad Batch, The High Republic, #makesolo2happen, The Mandalorian, Star Wars Visions, Anime, Star Wars Anime, Disney Gallery, Galactic Starcruiser, Halcyon, Chandrila Star Line, Galaxy's Edge, Rogue Squadron, Disney+ Day, Hondo Supply, Armor Party, Kathleen Kennedy, Star Wars Celebration, Star Wars Black Series, Temuera Morrison, Black Krrsantan, Tosche Station, Danny Trejo, Fennec Shand, Ming-Na Wen, Mark Hamill, Luke Skywalker, Cad Bane, Princess Leia, Vivien Lyra Blair, Carrie Fisher, Tales of the Jedi, Cassian Andor, Bix Caleen, Brasso, Luthen Rael, Mon Mothma, Vel Sartha, Cinta Kaz, Dedra Meero, Syril Karn, Orson Krennic, Ryan Gosling, Mia Goth, Maul, Darth Maul, Sam Witwer

Let's break down the Chapters three and four of the Disney Plus series, Star Wars: Maul Shadow Lord featuring the return of TTM founder, William Ryan Key of Yellowcard!Follow and message us on Instagram to get 15% off your first purchase at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rsvlts.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!Follow TTM on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thankthemakerpod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Donate to "WHAT CHOICE? - Star Wars Fans For Abortion Access" at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠gofundme⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Follow the hosts on social media:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Adam Russell⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick Ghanbarian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠William Ryan Key⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mike Forester⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jason Chiodo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ahsoka, Anakin Skywalker, Ahsoka Tano, Rosario Dawson, Hayden Christensen, Obi-Wan Kenobi, Andor, The Book of Boba Fett, The Bad Batch, The High Republic, #makesolo2happen, The Mandalorian, Star Wars Visions, Anime, Star Wars Anime, Disney Gallery, Galactic Starcruiser, Halcyon, Chandrila Star Line, Galaxy's Edge, Rogue Squadron, Disney+ Day, Hondo Supply, Armor Party, Kathleen Kennedy, Star Wars Celebration, Star Wars Black Series, Temuera Morrison, Black Krrsantan, Tosche Station, Danny Trejo, Fennec Shand, Ming-Na Wen, Mark Hamill, Luke Skywalker, Cad Bane, Princess Leia, Vivien Lyra Blair, Carrie Fisher, Tales of the Jedi, Cassian Andor, Bix Caleen, Brasso, Luthen Rael, Mon Mothma, Vel Sartha, Cinta Kaz, Dedra Meero, Syril Karn, Orson Krennic, Ryan Gosling, Mia Goth, Maul, Darth Maul, Sam Witwer

Les Wolff answers your questions about the best way to protect and preserve your collections, Ryan Stuczynski from GemRate shares the TTMCast Exclusive Big Three Numbers, and Drew and Arron talk upcoming signings, hobby news, and their TTM successes!

Partnered with Pride Foods (Rice ‘N Grinds). Delicious, quick, high-quality carbs. Use code TTM for 10% off.00:00 - Intro 04:32 - Training with a broken hand 07:29 - Low-impact cardio options 10:45 - Tapering stimulants pre-SFAS 15:37 - Building a proper base phase 18:43 - When to deload 24:12 - Cutting without losing performance 28:53 - Fixing lower back tightness 32:29 - Dropping mile time in 4 months 34:27 - Pace count for SFAS rucks 38:12 - Fixing strength imbalances 42:46 - Breakfast for hard morning sessions 45:13 - Zercher vs front squats 47:03 - Is leg drive cheating? 49:28 - Bodybuilding for tactical athletes 52:32 - Posterior chain without deadlifts 55:41 - Long Walk strategy for SFASPDF programsNew Running Program: TTM Run AdvancedSelection Prep Program: Ruck | Run | Lift Hybrid Program: Jacked Gazelle 3.0Ebook: SOF Selection Recovery & Nutrition Guide2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteJacked Gazelle 2.0 - Hybrid athleteSFAS Prep- Special forces train-upRuck | Run | Lift - Selection Prep—TrainHeroic Team Subscription: T-850 Rebuilt —Rice ‘N Grinds (Pride Foods) – 10% off w/ code TTMSpoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training—Newsletter Sign UpIGYoutube

Pecan Waller and that lady he married stop by the TTM for a visit. Then, a friend of theirs that's a Popeyes franchisee brings over the largest order of Popeyes I've ever heard of. We know this crew loves when other people foot the bill for a meal with the Duggars. He also invites the crew to go turkey hunting. In our Dig, Whitney takes us through everything we know about the Joe and Kendra situation so far and our initial thoughts and feelings after the news broke. If you would like to support the work that we do, head on over to www.buymeacoffee.com/diggingupthedug where you can buy us a coffee, if you would just like to support us in a one-off fashion. Or you can support us monthly by becoming a member and then you will get access to our ad-free episodes and bonus content like Pickle episodes, Mildred Mondays, recipes, blog posts and more. We have a lot of fun over there with our community of Pickle People. We have Merp, I mean Merch! over at https://digging-up-the-duggars.dashery.comTake a peek at our episode visuals and Mildred related contact at instagram.com/digginguptheduggarspod

SOF BUNDLE SALE  Get 25% off all SOF prep programs (ends 3/22). Fuel your training properly.  Get 10% off Rice ‘N Grinds. Code "TTM".  00:00 – Intro02:07 — Why pull-ups feel heavier on some days03:48 — TTM Run Advanced: who it's for + when to use it04:36 — What to eat the night before a PT test06:08 — Running at 300 lbs10:09 — Getting lean without tracking macros (whole foods approach)15:04 — Running shoes recommendations16:35 — How to sequence TTM programs to improve run times 18:10 — Prioritizing nutrition at selection22:13 — Hot weather acclimation in cold months 26:14 — Can you train speed, power, and endurance at the same time?29:11 — My Z2 pacing during SFAS33:33 — How far out to start prep for CAG selection35:41 — Macro goals to cut body fat % while performing40:32 — Does high mileage interfere w/ hypertrophy?43:12 — 24+ hr fasts47:08 — Most advantageous methods to lean out and maintain strength49:56 — How to structure leg training + running on the same day53:21 — 18X pipeline timeline 56:27 — Max hand release pushups I've seen in 2 mins58:19 — Staying motivated when gov is demoralizing–New Running Program: TTM Run AdvancedNew Selection Prep Program: Ruck | Run | Lift New Hybrid Program: Jacked Gazelle 3.0Ebook: SOF Selection Recovery & Nutrition Guide—TrainHeroic Team: T-850 Rebuilt (try a week for free!)—PDF programs2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteJacked Gazelle 2.0 - Hybrid athleteSFAS Prep- Special forces train-upRuck | Run | Lift - Selection Prep—Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training

In this episode Dave Anthony of Ten Ton Mojo joins the podcast. Dave talks about TTM's current single, upcoming new music, previous releases, working with Max Norman (Ozzy / Megadeth), the band's sound, classic rock, Clutch, Spotify, John Fogerty, The Doors, Aerosmith ACDC, writing, a new addition to the band, Spotify playlists, live albums, and a ton more. Thanks for listening, and please share! #podcast #tentonmojo #allkillernofiller This episode is brought to you by DEB Concerts. Follow DEB on Facebook and Twitter to get updates on upcoming shows, Rocklahoma, and more! This episode is also brought to you by Sunset Tattoo Tulsa. Sunset Tattoo has over 25 years of experience, and is located at 3146 E. 15th St. in Tulsa, OK. Native owned, and a female tattoo artist in house. Follow them on Instagram and Facebook page for more details. Stream us anytime everywhere podcasts are heard.

TTM Sale

We're joined by Collector's Corner guest Will Hamilton from the Game Used Podcast and Resolution Photomatching!  Belinda Wheeler also updates us on recent WannaShuffle trades and Drew and Arron share hobby news, upcoming signings, and of course, their recent TTM returns!

SALE ALERT: For a limited time, get 25% off all TTM training programs. If you're ready to train with structure, intent, and proven programming, now's the time. Sale runs through Feb. 19 — automatic discount at checkout.In this single-topic episode, I break down 6 habits that quietly sabotage performance and long-term success—whether your goal is passing selection, building a business, or leveling up your life. These aren't flashy tactics. They're everyday behaviors that erode discipline, consistency, and momentum.If you're serious about progress, STOP DOING THIS:06:16 – Unrestricted Scrolling13:57 – Staying Up Late & Sleeping In (Social Jet Lag)24:04 – Winging Nutrition (No Meal Prep)30:58 – Lacking Personal Accountability36:20  – Surrounding Yourself With the Wrong People44:15 – Winging Life (No Rules or Vision)---New Selection Prep Program: Ruck | Run | Lift New Hybrid Program: Jacked Gazelle 3.0Ebook: SOF Selection Recovery & Nutrition Guide---TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)---PDF programs2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteJacked Gazelle 2.0 - Hybrid athleteSFAS Prep- Special forces train-upRuck | Run | Lift - Selection Prep—Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training---Let's connect:Newsletter Sign UpIG: terminator_trainingYoutube: Terminator Training Methodwebsite: terminatortraining.comSubstack

Kicking off Season 5 of the City of Ohio State Podcast, Tom Holman, director of Transportation and Traffic Management, covers all things campus transportation. From the opening of the new University Hospital and changing bus routes, basketball season services, and safety options like CABS On-Demand and Lyft Ride Smart, take a behind-the-scenes look at how TTM keeps Buckeyes moving safely year-round.Read transcript online: https://ap.osu.edu/sites/default/files/documents/Transcript%20for%20City%20of%20Ohio%20State%20Podcast%20S5E1.docx

In this episode of Case Studies, Casey Baugh sits down with Kent Alder, former CEO of TTM Technologies, to unpack how a quiet leader from Cache Valley helped build a $7 billion public company. From humble beginnings to orchestrating bold acquisitions and navigating industry chaos, Kent's story is one of resilience, discipline, and vision.Kent reveals the behind-the-scenes playbook that led TTM from a tiny PCB manufacturer to an industry giant. He shares how aligning incentives, focusing on execution over hype, and making countercyclical moves during downturns drove long-term success. You'll hear lessons on navigating private equity partnerships, building strong cultures, and evolving as a leader across decades. This episode is a masterclass in how to lead through market chaos, think long-term, and win as a team.00:00 | Introduction to Kent Alder01:29 | Building TTM: From Roll-Up to $7B Public Company03:19 | Competing in a Tough, Low-Margin Industry04:18 | Early Career: From Finance to Circuit Boards07:26 | Lessons from Early Mentors and Risk-Taking08:26 | Turning Around a Tiny Manufacturer10:29 | Becoming CEO and Strategic Expansion13:46 | Partnering with Private Equity15:04 | Going Public and the Dot-Com Era22:21 | Navigating the Dot-Com Crash26:14 | Acquiring Honeywell Assets in a Crisis29:29 | Acquisitions That Worked: Culture & Fit30:09 | Buying Back Tyco: Integration and Vision32:14 | Incentive Structures and Company Culture34:48 | Strategic Discipline in a Commoditized Market36:18 | Customer Relationships as True Partnerships39:18 | Leadership Through Crisis & Market Cycles43:20 | Personal Growth as a CEO45:56 | Lifelong Learning & Team Development49:39 | Delegation and Building Teams at Scale53:31 | Working the Night Shift: Leading by Example55:52 | Legacy, Succession, and Long-Term Culture59:42 | Sacrifices, Travel, and Company Dedication01:03:19 | Legacy: Impact Over Titles01:06:04 | Marriage, Support Systems & Family Balance01:09:14 | Faith, Values, and Navigating Trade-offs01:12:26 | Advice for Young Entrepreneurs01:13:58 | The Misunderstood Journey of Success Hosted on Acast. See acast.com/privacy for more information.

Review the ACLS treatment goals and targeted temperature management (TTM) for post-arrest patients that have return of spontaneous circulation (ROSC).Post-arrest care and recovery are the final two links in the chain of survival.Identification of ROSC during CPR.Initial patient management goals after identifying ROSC.Indications for starting TTM.Monitoring the patient's core temperature.Good luck with your ACLS class!Links: Buy Me a Coffee at https://buymeacoffee.com/paultaylor Free Prescription Discount Card - Get your free drug discount card to save money on prescription medications for you and your pets: https://nationaldrugcard.com/ndc3506/Pass ACLS Web Site - Other ACLS-related resources: https://passacls.com@Pass-ACLS-Podcast on LinkedIn

Charlene's @helpme2stop mission to transform TTM care comes from her blend of artistry, holistic understanding, and belief that hair can recover. After studying nursing and beginning her career as a hair extension specialist in 1991, she shifted to advanced hair replacement—but quickly rejected traditional methods that required shaving natural hair. Her philosophy became simple: preserve, don't destroy.A turning point came when she saw the trauma a client experienced after an aggressive salon treatment. This confirmed her conviction that healing requires gentle, restorative care. Charlene went on to create a groundbreaking, non-destructive method combining advanced extension techniques with hair replacement knowledge. The results were undeniable—her first Trichotillomania client experienced significant regrowth, earning Charlene the nickname “Hair Health Regrowth Expert.” One former client has now maintained remission for over 15 years.Inspired by her success and volunteer work with LookGoodFeelBetter.org, Charlene asked why medical insurance covered cranial prostheses for chemotherapy patients but not for those with BFRBs. With no existing path, she founded HelpMe2Stop in 2007. Today, through the S.T.R.A.N.D. Network, she continues leading the movement to secure a crucial medical insurance (CPT) code and create lasting institutional change for client-centered, specialized care.— This episode is brought to you by HabitAware. My Keen2 brings awareness to my trichotillomania by giving my wrist a gentle hug or vibration when I'm doing the scanning behavior. Bring awareness into your life by visiting barbaralally.com/habitaware and use code LALLYLOVE for 10% off sitewide! Did you know HabitAware also offers virtual peer coaching? This one-to-one peer-based program will coach you through shifting mindset, practicing healthy strategies and creating your personal roadmap to recovery. To work with me, Ellen or Aneela, head over to habitaware.com/coaching today. —Thank you so much for listening to this episode of Trich Talks.Begin your journey to self-acceptance with trichotillomania by enrolling in my course, Sharing Our Stories. Sharing Our Stories does a deep dive into your relationship with trichotillomania by using my guided journal, My Trichster Diaries, as our workbook. You can learn more at barbaralally.com

Game 7 thrills, new sponsors, and collector stories you won't want to miss. Drew and Arron break down the thrilling Game 7 of the World Series, share their latest TTM successes, and welcome Wisconsin collector Wade Bute and Wanna Shuffle's Belinda Wheeler to the show. All your favorite segments return in another packed episode.

Review the ACLS treatment goals and targeted temperature management (TTM) for post-arrest patients that have return of spontaneous circulation (ROSC).The goal of CPR.Post-arrest care and recovery are the final two links in the chain of survival.Identification of ROSC during CPR.Initial patient management goals after identifying ROSC.The patient's GCS/LOC should be evaluated to determine if targeted temperature management (TTM) is indicated.Recently published studies on TTM and ACLS's current standard.Monitoring the patient's core temperature during TTM.Patients can undergo EEG, CT, MRI, & PCI while receiving TTM.**American Cancer Society (ACS) Fundraiser This is the seventh year that I'm participating in Men Wear Pink to increase breast cancer awareness and raise money for the American Cancer Society's life-saving mission.I hope you'll consider contributing.Every donation makes a difference in the fight against breast cancer! Paul Taylor's ACS Fundraiser Page: http://main.acsevents.org/goto/paultaylorTHANK YOU for your support! Good luck with your ACLS class!Links: Buy Me a Coffee at https://buymeacoffee.com/paultaylor Free Prescription Discount Card - Get your free drug discount card to save money on prescription medications for you and your pets: https://safemeds.vip/savePass ACLS Web Site - Other ACLS-related resources: https://passacls.com@Pass-ACLS-Podcast on LinkedIn

Drew and Arron celebrate the 2025 graphing season and look ahead toward graphing and podcasting in 2026! As always, they share hobby news, upcoming signing opportunities, and their TTM successes for the month. Drew also chats with Les Wolff about the National and gets Les's appraisal on two items from his personal collection in More from Les.

Review the ACLS treatment goals and targeted temperature management (TTM) for post-arrest patients that have return of spontaneous circulation (ROSC).Post-arrest care and recovery are the final two links in the chain of survival.Identification of ROSC during CPR.Initial patient management goals after identifying ROSC.Indications for starting TTM.Monitoring the patient's core temperature.**American Cancer Society (ACS) Fundraiser This is the seventh year that I'm participating in Men Wear Pink to increase breast cancer awareness and raise money for the American Cancer Society's life-saving mission.I hope you'll consider contributing.Every donation makes a difference in the fight against breast cancer! Paul Taylor's ACS Fundraiser Page: http://main.acsevents.org/goto/paultaylorTHANK YOU for your support! Good luck with your ACLS class!Links: Buy Me a Coffee at https://buymeacoffee.com/paultaylor Free Prescription Discount Card - Get your free drug discount card to save money on prescription medications for you and your pets: https://safemeds.vip/savePass ACLS Web Site - Other ACLS-related resources: https://passacls.com@Pass-ACLS-Podcast on LinkedIn

In this episode, we go over yield traps and why abnormally high dividends often signal business stress rather than easy income. We walk through how falling share prices inflate trailing yields, why payout ratios and free cash flow coverage matter, how special dividends can skew TTM yields, and when sector “norms” turn into red flags. To make things easier to spot, we do a sector by sector overview of what is considered a normal yield and what is considered a high and likely unsustainable dividend yield. Tickers of stocks/ETFs discussed:UPS, FDX, BCE.TO, T.TO, T , VZ, DIS, NFLX, WBD, FOXA, NWSA, GOOGL, CNR.TO , TFII.TO, PFE, LLY, IBM, AQN.TO, FTS.TO, IFC.TO, SU.TO, CNQ.TO, XOM, FNV.TO, WPM.TO, TOU.TO, AP.UN.TO, MMM, QQQ, QYLD. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Today's Topics-high carries at SFAS-fitness on deployment-SFRE prep-1:1 coaching slots-SFAS vs. RRL-running w/ weight vest-Arnold split w/ running-2-3 months pre selection -speed work vs. Z2-Greek yogurt alternatives-rucking around unit PT-run improvement expectations-ideal pre-selection TTM program order-AFSOF selection program-JG for SMU prep?-SF officer vs. enlisted-my clients' SFAS success rate-RRL for SMU prep-getting enough protein w/o too much fat-Ranger prep advice-pre-selection anxiety-non-fitness focuses pre selection-2&5 mile details-1/2 marathon prep-running/non impact cardio same day-my best & worst SFAS moments---Questions? Look for bi-weekly Q&A on my stories. I'll answer your questions on IG and here on the podcast.---Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training---New Program: Jacked Gazelle 2.0EBook: SOF Selection Recovery & Nutrition Guide---TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)---PDF programswebsite: terminatortraining.com2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteSFAS Prep- Special forces train-upTrainHeroic- App based bodybuilding program---Follow me:SubstackNewsletter Sign UpIG: terminator_trainingTwitter: @ksterminatortmyoutube: Terminator Training MethodFacebook: Terminator Training

Arron is back from his graphing tour and back in the cohost seat! He recaps his travels, updates us on his quest to 1,000 signed cards, and shares highlights from nearly 100 ballparks visited. This episode is packed with TTM successes, new card releases, and upcoming signings across the country. Plus, Drew checks in with Clemente Lisi for our quarterly Clemente's World segment to talk soccer, hockey, and Clemente's experience at the National.

RRL Sale: TTM25 For 25% off Ruck | Run | Lift (Active for 96 hours post-release)In this episode, I break down the new TTM program, Ruck | Run | Lift (RRL)Topics:Reviews and thank youWhich goals this program is appropriate for Choose your own adventure explanationDurationPhase by phase breakdownWeekly splitProgramming principles (volume, intensity, sequencing, etc.)Expected resultsThen the episode opens up for 12 specific questions from my IG prompt. Topics: which selections it's ideal forcomparing this to SFAS prepwhether or not to use it for ranger school prepadding more grip workadding/incorporating swimmingbalancing it with unit PT and more---Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training---New Program: Jacked Gazelle 2.0EBook: SOF Selection Recovery & Nutrition Guide---TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)---PDF programswebsite: terminatortraining.com2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteSFAS Prep- Special forces train-upTrainHeroic- App based bodybuilding program---Follow me:SubstackNewsletter Sign UpIG: terminator_trainingTwitter: @ksterminatortmyoutube: Terminator Training MethodFacebook: Terminator Training 

The goal of CPR is to keep the brain and vital organs perfused until return of spontaneous circulation (ROSC) is achieved.Post-arrest care and recovery are the final two links in the chain of survival.Identification of ROSC during CPR.Initial patient management goals after identifying ROSC.The patient's GCS/LOC should be evaluated to determine if targeted temperature management (TTM) is indicated.Recently published studies on TTM and ACLS's current standard.Monitoring the patient's core temperature during TTM.Patients can undergo EEG, CT, MRI, & PCI while receiving TTM.**American Cancer Society (ACS) Fundraiser This is the seventh year that I'm participating in Men Wear Pink to increase breast cancer awareness and raise money for the American Cancer Society's life-saving mission.I hope you'll consider contributing.Every donation makes a difference in the fight against breast cancer! Paul Taylor's ACS Fundraiser Page: http://main.acsevents.org/goto/paultaylorTHANK YOU for your support! Good luck with your ACLS class!Links: Buy Me a Coffee at https://buymeacoffee.com/paultaylor Free Prescription Discount Card - Get your free drug discount card to save money on prescription medications for you and your pets: https://safemeds.vip/savePass ACLS Web Site - Other ACLS-related resources: https://passacls.com@Pass-ACLS-Podcast on LinkedIn

In the second half of this two part episode, Dr. David Leon unpacks some of the most hotly debated topics in resuscitation—fluids, blood products, ECMO, and post-arrest care. He breaks down the pros and cons of crystalloids (yes, even the “pasta water” debate), explains why lactated Ringer's is often preferred over normal saline, and dips into the use of albumin and colloids. Dr. Leon also discusses the promise and challenges of extracorporeal life support (ECLS), the evolving role of targeted temperature management (TTM), and even peeks into what advances the future might hold. It's a thoughtful, forward-looking conversation every resuscitationist should hear. What do you think of Dr. Leon's tips? Are you using these tools in your practice? We'd love to hear from you. Share them with us on social media @empulsepodcast or connect with us on ucdavisem.com Hosts: Dr. Julia Magaña, Professor of Pediatric Emergency Medicine at UC Davis Dr. Sarah Medeiros, Professor of Emergency Medicine at UC Davis Guest: Dr. David Leon, Assistant Professor of Emergency Medicine and Anesthesia at UC Davis Resources: American Heart Association (AHA) Algorithms Perman SM, Elmer J, Maciel CB, Uzendu A, May T, Mumma BE, Bartos JA, Rodriguez AJ, Kurz MC, Panchal AR, Rittenberger JC; American Heart Association. 2023 American Heart Association Focused Update on Adult Advanced Cardiovascular Life Support: An Update to the American Heart Association Guidelines for Cardiopulmonary Resuscitation and Emergency Cardiovascular Care. Circulation. 2024 Jan 30;149(5):e254-e273. doi: 10.1161/CIR.0000000000001194. Epub 2023 Dec 18. PMID: 38108133. **** Thank you to the UC Davis Department of Emergency Medicine for supporting this podcast and to Orlando Magaña at OM Productions for audio production services.

Arron Littleton is on the road, continuing his journey to visit every affiliated ballpark, so we have "TTM Troy" Rutter back in the co-host seat! Drew and Troy share upcoming signings and hobby happenings, their many recent TTM successes, and check in with Arron and his 400+ autographs on his trip!

Today's topicsSMU selection prep/standardsReturning to running after shin splints18X long term training planBoots and socks for ruckingInformation overload (SF prep)TTM program order last 9 mo pre-selectionCarries for distance? Or weight?Option 40 prepSMU direct support selectionRelationships and financesHills and Z2 runningRucking frequency pre-12 milerMobility/stretching routineModifying 2&5 mile program for 1.5 miAdding rucking into your training (episode mentioned)Prepping for 150# rucksTimeline from sign-up to ship out (18X)Training around unit PTBUDS/CDQC prepTraining absMountain biking in hybrid plan---Questions? Look for bi-weekly Q&A on my stories. I'll answer your questions on IG and here on the podcast.---Spoken Supplements: Code terminator_trainingCwench supplements: Code terminator_training---New Program: Jacked Gazelle 2.0EBook: SOF Selection Recovery & Nutrition Guide---TrainHeroic Team Subscription: T-850 Rebuilt (try a week for free!)---PDF programswebsite: terminatortraining.com2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteSFAS Prep- Special forces train-upTrainHeroic- App based bodybuilding program---Follow me:SubstackNewsletter Sign UpIG: terminator_trainingTwitter: @ksterminatortmyoutube: Terminator Training MethodFacebook: Terminator Training

The goal of CPR is to keep the brain and vital organs perfused until return of spontaneous circulation (ROSC) is achieved.Post-arrest care and recovery are the final two links in the chain of survival.Identification of ROSC during CPR.Initial patient management goals after identifying ROSC.Indications for starting TTM.Monitoring the patient's core temperature.Patients can undergo EEG, CT, MRI, & PCI while receiving TTM.Good luck with your ACLS class!Links: Buy Me a Coffee at https://buymeacoffee.com/paultaylor Practice ECG rhythms at Dialed Medics - https://dialedmedics.com/Free Prescription Discount Card - Download your free drug discount card to save money on prescription medications for you and your pets: https://safemeds.vipPass ACLS Web Site - Episode archives & other ACLS-related podcasts: https://passacls.com@Pass-ACLS-Podcast on LinkedIn

In this episode, Drew talks with Les Wolff in More from Les about his plans for the upcoming National Sports Collectors Convention! Drew and Arron also share info about upcoming signings, hobby news, and their TTM successes of the month.

On location at the TTM, Lego Hair says the quiet part loud when he says that "We" are gonna start a large scale yard project, and then proceeds to do nothing to help complete it. You know it's a shitshow when the production crew has to step to try and help them finish. We get treated to another montage of Famy attempting to cook and the fam celebrates Anna's birthday. Summertime has arrived which means you may have seen banners for Vacation Bible School going up around town. We explore the genesis of VBS and the changes over the years. Two different companies run the VBS paraphernalia game and we look into some questionable choices they've made. Enjoy what you hear? Feel like you have a Servant's Heart? Would you like to help support a snarking couple in Arizona? Get on the Gus Bus and head on over to ⁠⁠⁠⁠⁠⁠⁠www.buymeacoffee.com/diggingupthedug⁠⁠⁠ . ⁠⁠⁠⁠If you would like to grab a jar and become one of the Pickle People, you get ad-free episodes, and even get them early. We post bonus episodes with Duggar content, personal topics, Mildred Mondays (gotta give the people what they want), recipes and other goodies. Join us on insta ⁠⁠⁠⁠@digginguptheduggarspod⁠⁠⁠⁠We also have a P.O. Box 5973, Glendale AZ, 85312

The long-spoken-about-episode is finally here! A comprehensive breakdown of the top 3 most frequently asked about (and 3/4 best-selling) TTM Programs: Jacked Gazelle, Jacked Gazelle 2.0 and The 2&5 Mile.Also includes additional overview on all other TTM products (less ambiguous, so less FAQs)

The goal of CPR is to keep the brain and vital organs perfused until return of spontaneous circulation (ROSC) is achieved.Post-arrest care and recovery are the final two links in the chain of survival.Identification of ROSC during CPR.Initial patient management goals after identifying ROSC.The patient's GCS/LOC should be evaluated to determine if targeted temperature management (TTM) is indicated.Patients that cannot obey simple commands should receive TTM for at least 24 hours.Recently published studies on TTM and ACLS's current standard.Monitoring the patient's core temperature during TTM.Patients can undergo EEG, CT, MRI, & PCI while receiving TTM.Good luck with your ACLS class!Links: Buy Me a Coffee at https://buymeacoffee.com/paultaylor Practice ECG rhythms at Dialed Medics - https://dialedmedics.com/Free Prescription Discount Card - Download your free drug discount card to save money on prescription medications for you and your pets: https://safemeds.vipPass ACLS Web Site - Episode archives & other ACLS-related podcasts: https://passacls.com@Pass-ACLS-Podcast on LinkedIn

Drew and Arron share a months worth of hobby news and TTM successes. They also check in with Clemente Lisi in Clemente's World to talk hockey, soccer, Fanatics Fest, and more in this month's episode!

Today's Q&A topics:-SMU prep mileage-Anti-chaffage training-Chat GPT programs?-Balancing training w/ field exercises-Faster rucking (ep 163)-Speed work in the heat-TTM programs for SF pipeline-Army OCS prep-Stretching during OSUT-Is sugar bad or good?-Cardio tips during a bulk-Creatine for endurance -Running in boots for SFAS prep-Weight vest walking pros/cons-Would I pass the STAR course?-Regaining fitness after hiatus-Improve grip for ACFT deadlift-Blue blocking glasses-My attempt at Delta ForceSpoken Supplements: Code terminator_trainingCwench supplements: Code terminator_trainingNew Program: Jacked Gazelle 2.0EBook: SOF Selection Recovery & Nutrition GuidePrograms, articlesNew Training Team on TrainHeroic: T-850 Rebuilt (try a week for free!)terminatortraining.com2 & 5 Mile Run Program - run improvement program w/ strength workKickstart- beginner/garage gym friendlyTime Crunch- Workouts for those short on timeHypertrophy- intermediate/advancedJacked Gazelle- Hybrid athleteSFAS Prep- Special forces train-upTrainHeroic- App based bodybuilding programFollow me:SubstackNewsletter Sign UpIG: terminator_trainingTwitter: @ksterminatortmyoutube: Terminator Training MethodFacebook: Terminator TrainingWhichever platform you're tuning in on, feel free to leave a review! Your feedback is greatly appreciated. The more reviews we receive, the more people the podcast will reach!Also, if you know anyone who loves fitness and podcasts, spread the word! My goal is to help as many people as I can and cut out the BS when it comes to fitness, nutrition and health.Look for weekly (or more) Q&A on my stories. I'll answer your questions on IG and here on the podcast.

We catch up with two-time Collector's Corner guest, Josh Durham, of Triple Cards memorabilia shops, introduce our new Hobby Happenings segment, and share all our recent TTM successes!

Snow Warning! We watch as the TTM is blanketed with 2 feet of snow! We can add to the Duggars Recipe Box with their showcase of "Snow Ice Cream". This is a completely foreign concept to a good ole Arizona couple like us. In our Dig, we get into a further examination of Jingy V's book. We take a hard look into how what-should-have-been a memoir to recount her upbringing and the after effects of it; were morphed into the faux-self help affair that we ended up with. Remember the key is fighting sin with...more sin. But it's cool because it's sinning for the Lord. Enjoy what you hear? Feel like you have a Servant's Heart? Would you like to help support a snarking couple in Arizona? Get on the Gus Bus and head on over to ⁠⁠⁠buymeacoffee.com/diggingupthedug⁠⁠⁠ . If you would like to grab a jar and become one of the Pickle People, you get ad-free episodes, and even get them early. We post bonus episodes with Duggar content, personal topics, Mildred Mondays (gotta give the people what they want), recipes and other goodies.

Ryan Key rejoins the crew for this look back on five years of TTM.Subscribe to Thank the Maker onSupport Thank the Maker on Patreon:Use promo code THANKTHEMAKER at to get 20% off your first purchase!Donate to "WHAT CHOICE? - Star Wars Fans For Abortion Access" at.Get Thank the Maker merch:Thank The Maker Network on social media:Follow the hosts on social media:Ahsoka, Anakin Skywalker, Ahsoka Tano, Rosario Dawson, Hayden Christensen, Obi-Wan Kenobi, Andor, The Book of Boba Fett, The Bad Batch, The High Republic, #makesolo2happen, The Mandalorian, Star Wars Visions, Anime, Star Wars Anime, Disney Gallery, Galactic Starcruiser, Halcyon, Chandrila Star Line, Galaxy's Edge, Rogue Squadron, Disney+ Day, Hondo Supply, Armor Party, Kathleen Kennedy, Star Wars Celebration, Star Wars Black Series, Temuera Morrison, Black Krrsantan, Tosche Station, Danny Trejo, Fennec Shand, Ming-Na Wen, Mark Hamill, Luke Skywalker, Cad Bane, Princess Leia, Vivien Lyra Blair, Carrie Fisher, Tales of the Jedi,