Podcasts about underappreciated

Note: This episode was recorded prior to recent developments in the Middle East and the associated impact on global energy markets. Some macroeconomic context discussed in this episode reflects conditions at the time of recording. Lenders are re-engaging, origination activity is picking up, and the market is beginning to find its footing around the wall of maturities, but rising operating expenses are outpacing rent growth in select segments, and a new set of macro uncertainties is changing the capital markets math for CRE. In this episode, we're joined by Brian Bailey, Senior Managing Director and Head of Research at Trimont, to examine CRE debt market conditions, sector-level operating trends, and the risks the industry may be underestimating heading into 2026. Brian draws on 14 years as the Federal Reserve System's CRE subject matter expert and Trimont's $700B loan servicing portfolio to share what the data is revealing about credit conditions, expense pressures, and lender behavior across the market. Key moments01:29 - Brian's career journey07:00 - From Fed to Trimont09:09 - Office lending sentiment11:55 - Trimont data advantage14:11 - Stagflation and expenses18:20 - Capital markets inflection22:03 - Wall of maturities25:54 - Non-bank lending risks29:52 - 2026 themes by sector32:37 - Underappreciated 2026 risks34:36 - An industry wish for transparency Resources mentionedBrian Bailey - https://www.linkedin.com/in/brian-bailey-1a73888/Trimont - https://trimont.com/

My wife is Iranian. The only reason she is in New Zealand, the only reason we're together, the only reason we're living our safe, peaceful life is her parents had the courage and good fortune to escape a terrible regime. They faced extraordinary persecution in Iran for their beliefs. They still have family back home. To say it's been an interesting week in our household would be an understatement. I have been buried in the news – even more than usual. But with all of the confusion and noise that comes in the immediacy of the conflict, there are three components I want to mention this morning which I think are underappreciated. The first is the asymmetric component. My sense —at least from the US side of things— is that Donald Trump sees this as a conventional war with conventional armies. His jets are bombing their military institutions and defences. His military is targeting their military. His submarine is torpedoing their warship. He said this morning the war will only end when Iran unconditionally surrenders. Except of course, even if Iran does decide to ‘unconditionally' surrender (which seems unlikely), that won't be it. In terms of conventional military firepower, Israel and the US are vastly better-resourced than Iran. But what Iran or its proxies can do is attack soft targets. What it can do is resource small pockets of radicalised people to inflict outsized pain and terror in the West. There are billions of Muslims, hundreds of millions of Shia who'll be watching the war. And while many may abhor the Iranian regime, I'm sure some will view this as a war on Islam. Sadly, I think if we've learnt anything this century, it's that the conflict is very likely to inspire terrorism in the West. It might not come in the next few weeks. It might not come in the next few months. But that's almost the point, you never quite know. The second is the nuclear component. If I were another country watching the events of this week, there are two ways I might look at things. I draw a direct line between Iran's nuclear program and the war and conclude that even entertaining the idea of a bomb might get me assassinated. Or I might compare the fate of Iran or Libya or Ukraine with that of North Korea and conclude the only way to guarantee and fully protect my sovereignty in a messed-up world is to get a nuclear weapon. I think it's very likely this war will lead to other countries pursuing the bomb. The third is international law. Maybe the US will try and present some evidence about Iran posing an imminent threat, but the relative futility of Iran's response so far has proved they didn't. It was telling that when he made his video address announcing the strikes, Trump didn't even bother trying to make a legal case. And yet, the same Western countries that have been wittering on about the importance of international law and the rules-based order have explicitly supported the strikes, or in the case of New Zealand, lamely refused to be drawn on their legality. I don't understand why people can't appreciate it's possible to both abhor the Iranian regime and demand the likes of the US live up to the most basic elements of international law. Imagine a scenario a few weeks or months from now where a Chinese fleet occupies a reef within the exclusive economic zone of a Pacific nation. What would we do? Bleat about international law? Lol. Sorry. I think there's every reason to think the concept of international law is basically dead. But from New Zealand's perspective... what else do we have? What other levers? If we cannot demand our friends and partners play by the rules, why on Earth should we expect anyone else to? See omnystudio.com/listener for privacy information.

Three PEI family physicians have recently announced plans to stop practicing here.We hear from one who says the Health Department is making it impossible to provide family medicine.

CrowdStrike (CRWD) reports earnings Tuesday, and Marley Kayden covers the latest analyst notes ahead of the release. Piper Sandler thinks the sell-off of the stock is “well overdone” and calls it best-in-class as cybersecurity needs are expected to ramp during the AI revolution. Prosper Trading Academy's Charles Moon offers an example options trade, warning that stocks in this sector can sell off even on good reports.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

10am hour of The K&C Masterpiece! What is overhyped (and undervalued) at the NFL Combine? / Christian Parker quick hit. Our brand-new Olympic segment: Larry, Moe and Curling. Baseball Nuggets: What are the most loaded positions in baseball?

On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fundamentals in 2026 and beyond. He highlights the risks and also some of the potential competitive advantages enjoyed by active managers seeking to navigate these opportunities. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Larkin had a goal in the USA's 2-1 OT win over Sweden

8:00 HOUR: Is Dylan Larkin underappreciated in Detroit? The best sounds in sports

Pascal is joined by fellow Best Ever host, Amanda Cruise. This episode offers a comprehensive exploration of the mobile home park sector, highlighting its unique position as an affordable housing solution with declining supply. Amanda shares her journey from traditional real estate to becoming a successful mobile home park operator, providing valuable insights into the strategic decisions that drive success in this niche market. Listeners will gain an understanding of the critical factors to consider when investing in mobile home parks, such as choosing between seasoned operators and emerging managers, and the importance of market size and demographic trends. Amanda discusses the benefits of depreciation and the macroeconomic advantages of mobile home parks, alongside practical strategies for infill, infrastructure upgrades, and value appreciation. Amanda Cruise Current role: Owner, Voyage Investing Based in: Wake Forest, North Carolina Where to find them: https://voyageinvesting.com/ https://www.linkedin.com/in/amandacruisemhpinvestor/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Machel and Santokie jumped into the CCP booth to consider Dre Russ's legacy. Is he underappreciated in the Caribbean? As ever please leave a rating, review, comment and follow the Caribbean Cricket Podcast. No other channel keeps it as real as we do on the Caribbean Cricket Podcast. If you'd like to support the Caribbean Cricket Podcast you can become a patron for as little as £2/$2 a month here - https://www.patreon.com/Caribcricket If you would like to read some high quality articles on West Indies cricket - please subscribe to our brand new site - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Caribbean Cricket News on CounterPress • West Indies Cricket independent news⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dan Bardell is with AVFC Statto to give you all the stats ahead of Aston Villa' trip to AFC Bournemouth. https://rpgpromotions.co.uk/event/coca-cola-reunion/ to book your tickets to the 1996 Coca Cola Cup event.

Today we're continuing our neighborhood guide series with a trip beyond the city limits to Oregon City. This history-rich suburb is full of unique shops, great food, and its own municipal elevator. Our guide is Oregon City resident and Portland-area event planner, Amy Theberge. Become a member of City Cast Portland today! Get all the details and sign up here.  Who would you like to hear on City Cast Portland? Shoot us an email at portland@citycast.fm, or leave us a voicemail at 503-208-5448. Want more Portland news? Then make sure to sign up for our morning newsletter and be sure to follow us on Instagram.  Looking to advertise on City Cast Portland? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about the sponsors of this February 3rd episode Oregon Ballet Neo Home Loans Pivot Portland

Agricultural yields across sub-Saharan Africa are falling. We can create better seeds, fertilisers and insecticides which has the potential to increase agricultural yields. But what stops that potential being realised? We put a lot of attention on how to influence the behaviour or the choices of farmers, but what can policy also do to help the firms, large and small, that provide the inputs that farmers use? Hope Michelson of the University of Illinois is one of the authors of a new review of agricultural input markets. She tells Tim Phillips about the important gaps in our knowledge of how those markets are working.

After seeing a TikTok, The Drive made sure to take some time to point out some underappreciated 2000's athletes in football, baseball and basketball.

The Black Sensei Society crew is back with Episode 112, kicking off our new monthly guest appearance series! This week, we welcome Bama and returning guest Moon Peaches Taylor for one of our most heated anime debates yet.In this episode:The squad tackles the burning question: Is The Apothecary Diaries actually underappreciated? Random pulls up with a legendary 46-page slideshow presentation breaking down the numbers, rankings, and receipts—but was the whole debate just an elaborate troll? Find out as the crew goes back and forth on one of the most popular anime in Japan right now.We also dive into whether Ordeal will shake up the anime industry, share our thoughts on the latest Game of Thrones hate watch, and Miles puts us on to the Fate/Strange Fake light novel. Plus, we address the Bleach hater allegations and announce next week's Bleach appreciation episode.Join the conversation in our Discord where all the real debates go down!Don't forget to:☆ Rate us 5 stars on your podcast platform☆ Like and subscribe on YouTube☆ Join our Discord communityKeywords: anime podcast, Apothecary Diaries review, anime debate, Ordeal anime, Black anime podcast, manga discussion, anime community, winter anime 2026, Bleach, JJK, Jujutsu Kaisen, Attack on Titan, Fate Strange Fake, anime rankings, anime hot takeshttps://linktr.ee/blacksenseisociety

Regular episodes of Film Stories with Simon Brew resume for 2026, with two very different films in the spotlight. First up there's Cameron Crowe's superb Almost Famous, a film he got the greenlight to make in the aftermath of Jerry Maguire's success. A hugely personal story, here's how it stumbled at the box office, but found new life. Then, from the same brain that gave us Phone Booth comes Collateral. There aren't many film you could bill Chris Evans, Oscar-winner Kim Basinger and Jason Statham in, all from the director of Snakes On A Plane. How, then, did this one end up a treat? Learn more about your ad choices. Visit megaphone.fm/adchoices

Need a little extra motivation to keep going? Sign up for Dave's free weekly email. You'll get it on Thursdays and it takes less then three-minutes to read.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Robbie Mustoe & Robbie Earle react to Chelsea & Enzo Maresca parting ways to start off the New Year, Arsenal securing their massive win over Aston Villa, and hand out the Mid-Season Premier League Awards.0:57 - The boys give their thoughts on Enzo Maresca parting company with Chelsea FC in a shocking twist to start the New Year amid a breakdown of relations between the head coach, front office & ownership group17:12 - Arsenal secure a dominating 4-1 victory over upstart challengers Aston Villa to top the table at the end of 2025 and cement their status as title favorites20:36 - Manchester City are left frustrated by Sunderland in a 0-0 defeat that leaves them 4 points adrift of Arsenal24:22 - A roundup of the remaining results:31:20 - The boys reveal their Underappreciated and Best XIs of the season thus far and divvy out their mid-season awards Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With a couple days left in 2025, Charles Schwab's Joe Mazzola reflects on the year to determine how investors should position themselves for 2026. With AI expected to remain a big theme, he urges investors to look under the surface for other stocks and sectors with potential to outperform. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Five-star cornerback Jay Timmons was a huge steal for the Buckeyes who flipped the big-time corner from Florida State late in the process. In this special bonus episode of the Skull Session Recruiting Podcast, Marc and Juck break down Timmons' game and path to the field in Columbus.

Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

D-Lo & KC spend hour three talking Jake Paul-Anthony Joshua and talk with Eddie Gonzalez.

Underrated, underplanted, underappreciated… so why isn't the Japanese pagodatree (Styphnolobium japonicum) a more popular as a street tree in our urban forests?Completely Arbortrary is produced and hosted by Casey Clapp and Alex CrowsonSupport the pod and become a Treemium MemberFollow along on InstagramFind Arbortrary merch on our storeFind additional reading on our websiteCover art by Jillian BartholdMusic by Aves and The Mini-VandalsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).Show Notes:Realty Income: Undervalued, Underappreciated, And UnlovedRegions Financial: 4.31% Yield With Big Dividend GrowthRead Our TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this week's Monday News Drop, Bo Brabo, Luke Carignan, and Jeremy Sadlier tackle two headlines that should have every healthcare HR leader paying close attention: reported job eliminations at the U.S. Department of Veterans Affairs and a new survey showing more than half of U.S. healthcare workers are considering leaving their roles.The conversation cuts through headlines and focuses on what HR leaders need to understand, question, and act on.

Roundhill Investments' Dave Mazza says the "fundamental footing" for markets remains strong, though recent weeks have shown "more fragile" movement. He believes the A.I. shakeup is the leading culprit behind the fragility and makes the point that 2026 will be the year of "winners and losers." Dave notes Alphabet's (GOOGL) outperformance and rising competition against Nvidia (NVDA) as an example. As for sectors he expects to shine, Dave tells investors to watch healthcare.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Friday, November 05, 2025 Inside Sports with Al Eschbach -Al's last show until after Christmas, plans, music and concerts. Big Red Todd is upset, Ohio State and Big 10 fans, most underappreciated Sooners and more. Have a great weekend! Follow the Sports Animal on Facebook, Instagram and X Follow Tony Z on Instagram and Facebook Listen to past episodes HERE! Follow Inside Sports Podcasts on Apple, Google and SpotifySee omnystudio.com/listener for privacy information.

Jed Ellerbroek thinks the news that Meta Platforms (META) is buying Alphabet (GOOGL) chips is a bigger threat to AMD (AMD) than Nvidia (NVDA) because Alphabet's chips won't be as powerful as Nvidia's. However, questions around this deal remain as Alphabet enters the chip space: “What kind of gross margin…what kind of capacity?” He also looks at Amazon (AMZN), which he thinks is the most underappreciated AI play in the market.

The Ravens don't want Jordan Stout to be punting as often as he has recently, but his role in yesterday's win over New York can't be overstated. Bob and Vinny talked about the field-flipping punts and more strong results from special teams.

In this edition of Let's Have a Chat, I give a short list of wrestlers that I feel were underappreciated by the company they worked for.   Creative Commons - Attribution 3.0 Unported - CC BY 3.0 Music promoted by Copyright Free Music - Background Music For Videos

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

The debate between owning and renting will go on forever — it all depends on your stage in life, finances, and lifestyle. But as you get older, one thing becomes clear: housing security matters more than ever. The last thing you want in retirement is to be forced out of your neighborhood because of rising rent. Yet as a renter, you have little control over how much your landlord raises prices, especially if you're not in a rent-stabilized home. With housing inflation outpacing wage growth, it's time to get neutral real estate by at least owning your primary residence. In this episode, I'll share why ownership becomes more valuable with age — and how to think about real estate in a world where affordability keeps shrinking. Read the post for more details and discussion: Please Don't Rent For Life: Housing Security Is Vital Other related post: Why I'll Never Manage Money For Anyone For Free Again Invest In Real Estate Passively If you can't buy a home yet, don't sit on the sidelines while housing prices and rents keep rising. You can still participate in the real estate market and build wealth over time — without needing to come up with a massive down payment. That's why I've invested with Fundrise, a platform that allows everyday investors to gain exposure to residential and industrial properties nationwide. With over $3 billion in assets under management and 350,000+ investors, Fundrise makes it easy to own a piece of the real estate market that continues to compound in value. Real estate has historically been one of the best ways to hedge against inflation and grow wealth passively. And with a minimum investment of only $10, anyone can start investing today. Fundrise has been a long-time sponsor of Financial Samurai because our philosophies align — consistent, disciplined investing in tangible assets to build financial freedom. Regards, Sam To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. You can also get my posts in your e-mail inbox as soon as they come out by signing up here. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise.

The Nebraska RB could do something that hasn't happened in several years.

Episode 172: Most Underappreciated Pedals Welcome to the Chairmen of the Boards Podcast! The ultimate pedalboard podcast with the foremost rig builders in the world: Grant Klassen (Goodwood Audio), Brian Omilion (Omilion Audio), and Mason Marangella (Vertex Effects/The Rig Doctor). We've teamed up to democratize great tone and provide you with our best tricks, tips, resources and hacks so you can build the pedalboard of your dreams!

In this clip Dr.K talks with Chloe Shih about employees who work hard for a company yet are rarely seen or given what they ask for. Find the full episode in our Spotify library! HG Coaching : https://bit.ly/46bIkdo Dr. K's Guide to Mental Health: https://bit.ly/44z3Szt HG Memberships : https://bit.ly/3TNoMVf Products & Services : https://bit.ly/44kz7x0 HealthyGamer.GG: https://bit.ly/3ZOopgQ Learn more about your ad choices. Visit megaphone.fm/adchoices

The FootballScoop Staff shares a number of FBS coordinators and assistant coaches who the coaching community feels are underappreciated, and ready to take on additional responsibilities. 

Admiral James Stavridis is a 4-Star Navy Admiral who served as Supreme Allied Commander of NATO. Following his military career, he served as Dean of the Fletcher School of Law and Diplomacy at Tufts University. Currently he serves as Partner and Vice Chairman of The Carlyle Group, one of the world's largest private equity firms. He also serves as Chair of the Board of Trustees of the Rockefeller Foundation. In this episode we discuss the following: To be a great leader, you have to be in shape. Leaders need energy and health, and sleep is a weapon. If you're not rested, you're not ready for battle. Admiral Stavridis was Captain of a destroyer that failed inspection, it was his peers that had his back and saved him that day. Invest in our peer relationships because they will be honest with us and be unafraid to reach out. Great leaders are great readers. To be a reader is to lead a thousand lives. Every book is a simulator, whether we're learning resilience from The Old Man and the Sea or leadership from the Godfather. Since conducting this interview, I have been reading The Admiral's Bookshelf, and I love learning the lessons he learned from his top 25 books. And because of this conversation I created my own bookshelf of the 25 books that have most influenced me. I've pasted these in the show notes and on my website.   The Admiral's final lesson is timeless. Be humble.  And inspired by The Admiral's Bookshelf, I created my own bookshelf. Nate Meikle's Bookshelf The Book of Mormon & Bible Taught me about Jesus Christ, love, repentance, forgiveness, and endurance Great Expectations by Charles Dickens Reminds me to avoid the superficial Tuesdays with Morrie by Mitch Albom Motivated me to become a professor Rich Dad Poor Dad by Robert Kiyosaki The first book to get me excited about personal finance, one of the most important, underappreciated topics IMO. A Man for All Seasons by Robert Bolt Motivates me to be honest in all things How to Win Friends and Influence People by Dale Carnegie Improved my communication skills dramatically Anna Karenina by Leo Tolstoy Warns me of the dangers of infidelity Jane Eyre by Charlotte Bronte Motivates me to live a life of integrity My Personal Best by John Wooden Taught me about servant leadership and to treat friendship like a fine art The Black Swan by Nassim Taleb Made me realize the importance of long tail events Jim Trelease Read-Aloud Handbook by Jim Trelease Motivated me to teach my daughter to read at age 2, read tens of thousands of books to her (and our subsequent 3 children), and ultimately write my own book (Little Miss) about how to inspire children to love reading Made to Stick by Chip and Dan Heath Taught me the importance of storytelling and how to tell great stories The Wise Heart by Jack Kornfield Taught me about Buddhism, and the three causes of human suffering (Grasping, Aversion, Delusion) A Guide to the Good Life by William Irvine Taught me about Stoic Philosophy and the value of negative visualization and wanting the things we have The Coddling of the American Mind by Greg Lukianoff and Jonathan Haidt Taught me to not coddle my children and the dangers of cognitive distortions (and the value of cognitive behavioral therapy) The Singularity is Near by Ray Kurzweill (published in 2005) Made me realize that AI is likely the most important invention ever, and persuaded me that Artificial General Intelligence will arrive during my lifetime Poor Charlie's Almanack, by Charlie Munger The greatest collection of wisdom I've ever come across related to investing (specifically) and decision making (generally) Thinking In Bets by Annie Duke Taught me about the dangers of resulting / outcome bias (judging a decision by the outcome rather than the process) Never Split the Difference by Chris Voss Taught me the importance of seeing a negotiation from the other person's point of view, and constantly showing them that you understand their position (by labeling, mirroring, and using an accusations audit) Elon Musk by Walter Isaacson Taught me about elite ambition, determination, and focus Endurance by Alfred Lansing Taught me about unflinching leadership Good Energy by Casey Means Persuaded me to eliminate processed foods and exercise 5-6 days per week Ender's Game by Orson Scott Card Reminds me how capable children are Beneath a Scarlet Sky by Mark Sullivan Inspires me to be courageous The Hitchhiker's Guide to the Galaxy by Douglas Adams Reminds me to try to laugh every day, in every class, in every conversation

On today's episode of Motley Fool Money, analysts Emily Flippen, Jason Hall, and Toby Bordelon spotlight three off-the-radar small caps with very different stories. The team dives into: - Why the renewable energy industry deserves a second look, even with policy headwinds - If Phinia offers a pragmatic hedge against a slower-than-expected EV transition - A rapidly expanding premium Chinese tea-house that has changing unit economics Companies discussed: ENPH, FLNC, PHIN, TSLA, CHA, LKNCY Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Bart Shannon, Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

All links and images can be found on CISO Series. This week's episode is hosted by David Spark, producer of CISO Series and Andy Ellis, principal of Duha. Joining us is Jason Loomis, CISO, Freshworks. In this episode: Making organizations take their security medicine Building CISO support systems Holding the door for humans Underappreciated risks: beyond the headlines Huge thanks to our sponsor, Safe Security SAFE is the category leader in Cyber Risk Quantification (CRQ) and the first vendor to deliver fully autonomous Third-Party Risk Management.We help CISOs, GRC, and TPRM leaders continuously and efficiently quantify, prioritize, and mitigate cyber risks across their entire attack surface — enabling digital growth and resilience. Learn more at tprmdemo.safe.security.  

Alex Cohen breaks down why Shota Imanaga is as underrated and underappreciated as any starting pitcher in Major League Baseball with some meaningful insight from Cubs teammate Jameson Tallion.

Blake Ruffino, the founder of the "Are You Serious" Sports Network, joined Sports Talk. Ruffino shared his thoughts on LSU's defensive line, Harold Perkins, and Aaron Anderson. He previewed the Tigers' upcoming matchup against Louisiana Tech. Ruffino also evaluated Braelin Moore and LSU's running backs.

JD reflects on the Blue Jays' series win against the Reds following another offensive explosion and praises Jays' ace Shane Bieber for his gutsy six-inning performance, before taking a closer look at the depth throughout the lineup (00:00). JD details the incredible season that George Springer is having, and makes the case for him to be included in the American League MVP conversation. Later, JD previews the start of the NFL regular season ahead of the Eagles-Cowboys matchup on Thursday Night Football, before Scott Hanson, host of NFL RedZone, joins the show to chat about his prep ahead of the first show on Sunday, his thoughts and predictions ahead of the regular season, and the prospect of a Bills-Lions Super Bowl matchup (20:12).The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.

Blake Ruffino, the founder of the "Are You Serious" Sports Network, joined Sports Talk. Ruffino shared his thoughts on LSU's defensive line, Harold Perkins, and Aaron Anderson. He previewed the Tigers' upcoming matchup against Louisiana Tech. Ruffino also evaluated Braelin Moore and LSU's running backs.

Who is the maddest coach in college football right now? College Football coaches who are overrated or under appreciated? We look at nine coaches that fight one of these criteria. Auburn Tigers Head Coach Hugh Freeze discussed the possibility of Auburn Football playing all three quarterbacks at the Baylor Bears next Friday. Could Jackson Arnold, Ashton Daniels and Deuce Knight all see the field in Waco? Sounds crazy but is there some benefit? Or, is this just Coach Hugh Freeze playing games in the media? Clay Travis joins the show PLUS, our daily 4 Downs! FOLLOW TNR ON RUMBLE: https://rumble.com/c/c-7759604 FOLLOW TNR ON SPOTIFY: https://open.spotify.com/show/7zlofzL... FOLLOW TNR ON APPLE PODCASTS: https://podcasts.apple.com/us/podcast... WEBSITE: https://nextroundlive.com/ MOBILE APP: https://nextroundlive.com/the-ne.... SHOP THE NEXT ROUND STORE: https://nextround.store/ Like TNR on Facebook: / nextroundlive Follow TNR on Twitter: / nextroundlive Follow TNR on Instagram: / nextroundlive Follow everyone from the show on Twitter: Jim Dunaway: / jimdunaway Ryan Brown: / ryanbrownlive Lance Taylor: / thelancetaylor Scott Forester: / scottforestertv Tyler Johns: /TylerJohnsTNR Sponsor the show: sales@nextroundlive.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven Soderbergh's second release of 2002, after FULL FRONTAL, was another very odd move: a remake of Andrei Tarkovsky's SOLARIS (well, more of a new adaptation of the Stanislaw Lem novel). Underappreciated at the time, Soderbergh's SOLARIS has grown in reputation as one of the great science fiction films of the 2000s - so we brought on a bonafide science fiction expert, Aaron Thorpe, to talk about it! Join us for a thoughtful and wide-ranging conversation about the purpose of science fiction, comprehending the vastness of space, grief, blackness in sci-fi, and OSMOSIS JONES. Don't worry, it's plenty stupid, too. Further Reading: Solaris by Stanislaw Lem Sculpting in Time by Andrei Tarkovsky Tool-Being: Heidegger and the Metaphysics of Objects by Graham Harman Myths of the Near Future by J.G. Ballard Further Viewing: SOLARIS (Tarkovsky, 1972) CONTACT (Zemeckis, 1997) EVENT HORIZON (Anderson, 1997) OSMOSIS JONES (Farrelly, 2001)  STAR TREK: NEMESIS (Baird, 2002) Follow Aaron Thorpe: https://x.com/afrocosmist https://x.com/thetrillbillies https://substack.com/@spacelight Follow Pod Casty For Me: https://www.podcastyforme.com https://twitter.com/podcastyforme https://www.instagram.com/podcastyforme/ https://www.youtube.com/@podcastyforme Support us on Patreon: https://www.patreon.com/PodCastyForMe Artwork by Jeremy Allison: https://www.instagram.com/jeremyallisonart  

Why Jaylen Warren is the Steelers' most underappreciated player. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Jaylen Warren is the Steelers' most underappreciated player. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if holding just a few “winning” stocks is riskier than it seems? In this episode, Ben and Cameron explore the hidden dangers of concentrated portfolios and unpack the data that makes a strong case for diversification. Drawing from research by Hendrik Bessembinder, J.P. Morgan, and others, Ben lays out the harsh reality behind individual stock returns: the odds are stacked against long-term success. From skewed return distributions and catastrophic losses to behavioral traps like the endowment effect and familiarity bias, this conversation breaks down why most stock pickers lose—and why diversification remains the only “free lunch” in investing. Whether you're holding onto a single stock for tax reasons, overconfidence, or just inertia, this episode is a must-listen reality check on portfolio risk. They also share thoughts on advisor adoption of indexing, the slow shift in Canada, and how a Rational Reminder YouTube video sparked debate between stock pickers and indexers in the comments section. For anyone navigating concentrated positions—voluntarily or otherwise—this episode is packed with data-driven insight and real-world takeaways. Key Points From This Episode:   (0:00) Welcome to Episode 363: catching up in person and the value of working together in-office. (1:07) Why advisors are slow to adopt indexing—and how culture, compensation, and inertia play a role. (2:58) Demand is rising: indexing awareness among young advisors and investors continues to grow. (4:08) Main topic: The hidden risks of individual stock concentration. (5:40) The Nortel example: taxes, timing, and the illusion of "free" stock. (6:51) Individual stocks are far riskier than most people realize—especially recent winners. (9:09) Most investors hold between 3–7 stocks. Why that's a problem. (11:29) Portfolio concentration = fugu prepared by an amateur chef. (12:45) Diversification reduces risk without reducing expected return. (14:04) JP Morgan's “Agony & Ecstasy” report: 44% of stocks suffer catastrophic losses. (16:26) Why investors overweight the chance of a big win and underweight the risk of losses. (17:07) The reality of skewed returns: a few big winners, many losers. (24:35) The 2023 study on concentrated stock positions: recent top performers underperform the most. (28:40) How many stocks do you need for real diversification? Way more than 20–30. (32:00) Wealth dispersion and the long-term consequences of concentration. (35:24) Why even 100-stock portfolios only beat the market 47.5% of the time. (36:55) Taxes, control, and psychological hurdles make diversifying even harder. (38:14) Diversification depends on your preference for risk and skewness—but beware the odds. (39:08) Behind the scenes: Ben's research process and content development workflow. (43:14) Ben's guest appearance on Morningstar's The Long View. (44:00) Meetups, t-shirt scarcity, and what's next for PWL outreach.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/` Episode 346: Hendrik Bessembinder - https://rationalreminder.ca/podcast/346 Papers From Today's Episode:    ‘The Agony & The Ecstasy' - https://privatebank.jpmorgan.com/nam/en/insights/latest-and-featured/eotm/the-agony-the-ecstasy ‘Why Index Works' - https://www.top1000funds.com/wp-content/uploads/2017/07/Why-indexing-works.pdf ‘Underperformance of Concentrated Stock Positions' - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4541122 ‘How Many Stocks Should You Own?' - https://ndvr.com/journal/how-many-stocks-should-you-own ‘Fund Concentration: A Magnifier of Manager Skill' - https://discovery.researcher.life/article/fund-concentration-a-magnifier-of-manager-skill/67964b7ccc9d3cae87761f6ef19241a0

Adam is back from his break and joins Rory in the studio to catch up on all things football. He gives his take on Thomas Frank's appointment at Spurs and reacts to Trent's unveiling as a Real Madrid player — including that Spanish press conference moment. Has this move been in the works longer than we thought?The focus then shifts to Manchester United: what do they have to get right this summer? The boys dissect the squad — who stays, who goes, and which striker best fits from the likes of Ekitike, Osimhen, and Gyökeres. They also discuss players who need a lifeline in this window: Grealish, Rashford, Núñez — whose career needs saving, and where could they end up?Finally, the lads reflect on Wayne Rooney's viral “Winner Stays On” clip. Was he wrong to back himself against the likes of Suarez, Neymar, Zlatan, and Del Piero? Adam and Rory debate his peak years and whether he's the greatest English player of all time.All that and more on this week's episode of The Club. Hosted on Acast. See acast.com/privacy for more information.

Thanks to LMNT for sponsoring this video! Head to https://DrinkLMNT.com/FLO  to get your free sample pack with any purchase. In this episode, Believe in the Run, one of the largest running gear review platforms. They share their expert perspectives on shoe selection, essential gear, and valuable tips to help runners of all levels enjoy the sport more.   Learn more about the Personal Best Running Coaching Program at https://www.pbprogram.com/ Watch this full video on YouTube: https://youtu.be/sw8QTLkDO-w    Chapters:  0:00 – Choosing the right shoes, must-have gear, and running tips 0:57 – Introduction to the episode: Get to know the Believe in the Run team 2:34 – How Believe in the Run started 9:16 – Adapting to challenges 13:25 – How many shoes they review 16:00 – What to look for in a running shoe 20:32 – Testing shoes in-store vs. online 25:04 – Shoe prices and value 26:50 – Types of running shoes explained 30:00 – Carbon-plated shoes and injury prevention 35:22 – When to use carbon-plated shoes 36:48 – Common shoe selection mistakes 38:49 – Shoe sizing and fit 43:55 – Minimalist shoes and transitions 50:35 – Underappreciated running gear 59:05 – Watches, Heart Rate Monitors & Data Tracking 1:01:08 – Megan's favorite training/running breakthroughs 1:08:12 – Heat exposure and sauna training 1:12:15 – How to become a stronger, healthier, and happier athlete   FIND THOMAS, MEAGHAN, & ROBBE: ► Believe in the Run: http://www.believeintherun.com  ► Instagram: https://www.instagram.com/believeintherun  ► YouTube: https://www.youtube.com/believeintherun      YOU CAN FIND ME, COACH FLORIS GIERMAN HERE:  ► Our Personal Best Coaching Program: https://www.pbprogram.com/  ► Free Weekly Running Newsletter: https://extramilest.com/subscribe ► YouTube: https://www.youtube.com/florisgierman ► Strava: https://www.strava.com/athletes/1329785  ► Instagram: https://www.instagram.com/florisgierman  ► Extramilest: https://extramilest.com/  ► Path Projects: https://pathprojects.com/flo ► Podcast: https://extramilest.com/podcast/    Affiliate Disclosure: I may earn commissions if you purchase items via my affiliate links. "As an affiliate I earn from qualifying purchases.” Affiliate links do not increase cost to you. Also, you do not need to use these links. You can also search for these same items in Amazon or on any search engine/shopping site of your choice and buy/research them that way.     ABOUT THE EXTRAMILEST SHOW: A podcast and YouTube channel where host Floris Gierman interviews world class athletes, coaches and health experts on the topic of how to become a stronger, healthier and happier athlete.     More info about our Personal Best Running Coaching Program can be found at https://www.pbprogram.com.      SUBSCRIBE and hit the bell to see new videos: https://bit.ly/Flo-YT