Podcasts about us marine corps veteran

Send us a Text Message.On today's Zero Limits Podcast I chat with Chuck Bronson former US Police Officer and US Marine Corps Veteran. Co Host of the War Stories podcast.Chuck spent 4 years in the Marine Corps as an Assault Amphibious Vehicle (AAV) crew chief. After leaving the Marine Corps he later became a Police Officer in the state of California serving 12 years in the uniform. During this time as a Cop in Los Angeles, Chuck was involved in an officer involved shooting and had a kid die in his arms from a street shooting.www.getsome.com.auInstagram @getsome_auDiscount Code ZEROLIMITS www.3zeroscoffee.com.auInstargram @3zeroscoffee Discount Code 3ZLimits Website - www.zerolimitspodcast.comInstagram - https://www.instagram.com/zero.limits.podcast/?hl=en

Sure, you're working out - hitting the gym, running... but what are you doing the REST of the day? Let's talk with Dr. Theresa Larson, US Marine Corps Veteran and former professional softball player turned Doctor of Physical Therapy and movement expert to learn how UNPLANNED movement can help you live a longer, healthier life! How to find Dr. Theresa Larson: https://movement-rx.comIf you'd like to help us keep the show going and help us further our mission through sponsorship or becoming a paid subscriber to our Substack, please text MTM to 33777.That said, we want to thank our MTM Forever Sponsor, Karambit Tactical Knives. Found exclusively on Karambit.com, these knives are more than just tools; they're a testament to precision and reliability. As a small business owned by a Navy SEAL Veteran, every Karambit knife is rigorously tested and approved by the best. Whether for self-defense or everyday carry, Karambit knives are the ultimate choice, boasting over 50 brands and models to suit your needs. Thank you, Karambit Tactical Knives for becoming a Sponsor of MTM and for being our steadfast partner in personal safety and preparedness. Time stamps: (00:00:00) Motion is lotion. (00:05:17) Movement as a health panacea. (00:09:15) The importance of hip mobility. (00:14:06) Unplanned movement for quality of life. (00:16:01) Movement and performance benefits. (00:19:32) Unplanned movement in daily lives. (00:23:47) Burning calories through standing. (00:26:31) The Benefits of Squatting (00:29:48) Squatting for better digestion. (00:33:28) Balancing for Better Health. (00:37:21) Movement and pain management. (00:41:25) Biological age and movement. (00:47:05) The importance of movement. (00:47:39) The impact of exercise on mental health. (00:54:30) Active movement in the workplace. (00:57:26) Hanging for shoulder strengthening. (01:00:14) Finding Movement-Rx Online. (01:02:05) Squatting with breath technique. Synopsis: Preventing Chronic Diseases: Dr. Larson sees movement as a panacea against chronic diseases, advocating for spontaneous activities like walking, squatting, and balancing exercises to bolster overall health. Regular movement fortifies the musculoskeletal system, heart health, and well-being, countering the sedentary lifestyle's link to chronic diseases. Slowing Down Aging: Movement affects our biological age, slowing its progression. Activities like walking, standing, squatting, and balancing help maintain vitality as we age, influencing our quality of life. Improving Mental Health: Movement not only enhances physical health but also uplifts mental well-being by reducing stress and anxiety and boosting mood. Regular activity releases endorphins, fostering mental clarity and creativity. Integrating movement into daily routines supports emotional well-being. In conclusion, the podcast "Motion is the Lotion" underscores movement's diverse benefits for physical and mental health, chronic disease prevention, and aging. Integrating various forms of spontaneous movement into daily life—walking, standing, squatting, balancing, playing, and sitting on the ground—improves overall well-being, sleep, mood, creativity, productivity, and reduces reliance on prescription drugs. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mentalkingmindfulness/message

New Jersey author, Eagle Scout and US Marine Corps veteran Tyvonne Conrad talks about his latest release “Gone in a Bit” sharing his unique masterpiece through poetry and art as a landscape capturing the daily trials of living with Schizophrenia shedding light on mental illness while offering hope to anyone suffering from a mental disorder, depression, anxiety or extreme stress! Tyvonne was diagnosed with schizophrenia in '21 talks of his love for art, music, Greek Mythology, nature walks, travelling, and exploring the world while in the US Marine Corps, and his amazing work with the Eagle Scout Project! Check out the amazing Tyvonne Conrad and his latest release on many major platforms and www.vinehouse.online today! #tyvonneconrad #newjersey #author #ealglescout #goneinabit #usmarinecorps #schzzophrenia #mentalillness #mentaldisorder #depression #anxiety #greekmythology #eaglescoutproject #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnertyvonneconrad #themikewagnershowtyvonneconrad --- Send in a voice message: https://podcasters.spotify.com/pod/show/themikewagnershow/message Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

New Jersey author, Eagle Scout and US Marine Corps veteran Tyvonne Conrad talks about his latest release “Gone in a Bit” sharing his unique masterpiece through poetry and art as a landscape capturing the daily trials of living with Schizophrenia shedding light on mental illness while offering hope to anyone suffering from a mental disorder, depression, anxiety or extreme stress! Tyvonne was diagnosed with schizophrenia in '21 talks of his love for art, music, Greek Mythology, nature walks, travelling, and exploring the world while in the US Marine Corps, and his amazing work with the Eagle Scout Project! Check out the amazing Tyvonne Conrad and his latest release on many major platforms and www.vinehouse.online today! #tyvonneconrad #newjersey #author #ealglescout #goneinabit #usmarinecorps #schzzophrenia #mentalillness #mentaldisorder #depression #anxiety #greekmythology #eaglescoutproject #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnertyvonneconrad #themikewagnershowtyvonneconrad --- Send in a voice message: https://podcasters.spotify.com/pod/show/themikewagnershow/message Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

New Jersey author, Eagle Scout and US Marine Corps veteran Tyvonne Conrad talks about his latest release “Gone in a Bit” sharing his unique masterpiece through poetry and art as a landscape capturing the daily trials of living with Schizophrenia shedding light on mental illness while offering hope to anyone suffering from a mental disorder, depression, anxiety or extreme stress! Tyvonne was diagnosed with schizophrenia in '21 talks of his love for art, music, Greek Mythology, nature walks, travelling, and exploring the world while in the US Marine Corps, and his amazing work with the Eagle Scout Project! Check out the amazing Tyvonne Conrad and his latest release on many major platforms and www.vinehouse.online today! #tyvonneconrad #newjersey #author #ealglescout #goneinabit #usmarinecorps #schziophrenia #mentalillness #mentaldisorder #depression #anxiety #greekmythology #eaglescoutproject #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnertyvonneconrad #themikewagnershowtyvonneconradBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-mike-wagner-show--3140147/support.

John Stoltzfus, Oppenheimer Chief Investment Strategist, says the consumer and the jobs market will play an important role in 2024. Elliot Ackerman, US Marine Corps Veteran & Former White House Fellow, overviews the latest in the Middle East and Indo-Pacific as global geopolitical tensions continue to rise. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says six rate cuts could indicate a weaker economic scenario. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, advises holding a long position on oil. Doug Kass, Seabreeze Partners President, details the catalysts that could drag down stocks in his '10 surprises of 2024.' Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  Full Transcript: This is the Bloomberg Surveillance Podcast. I'm Tom Keane, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best and economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal, and the Bloomberg Business App. John Stolfus joints chief investment Strategist at op co Op and I'm our asset management and we speak to him about the bullmarket he nailed last year and continues to nail this year. John, I'm going to take it back to the analog of the middle seventies, a horrific recession, the leap in nineteen seventy five, and then a follow on in nineteen seventy seven. It's twenty twenty four, a follow on bullmarket. I think in many ways it is, Tom. I think the question here really is, or rather the difference is, it's a substantially different background in terms of a digitalized global society for business as a consumer and what was back then, which was essentially an analog world. And I think things get digested much quicker. I think that the data is a better quality. And because we've been in crisis in an out of crisis since two thousand and eight, all the players as well as you know, the traders as well as the investors are more experienced with dealing with volatility. John, I think what's so important here is only Stolphus is talking about last year was a prelude. I just think that's so important. Fifty two hundred price target year rent this year, John, let's build on that. You and I have talked about this a few times in the last few months, and I've appreciate it. Can we just address it right now? How dependent that call is on interest rate cuts from the feder Reserve? Not much really. You know, we're not of the camp it's looking for six cuts this year in twenty twenty four. We're looking for perhaps one or two. And we're not looking for the first half for cuts. We think it'll happen in the second half of the year, and lightly later rather than earlier. In the second half. To us, the Fed has been remarkably sensitive in practicing its mandate. You know, where as able to comy and full employment is described by unemployment between three and four percent, and we think it wants to keep it that way, and so that's what we're looking at A little bit different. We like the Fed. Ironically, very few people do we think the Fed has done. It shows the Ben Bernank legacy carried on through Jerome Powell in the sense of communication and clarity. So it might not necessarily the rally my not be dependent on j. Powell. But how much is it dependent on the Central Bank of Tim Cook? I would have to say, perhaps I'll keep it away from a company specific here, but I would say certainly a business, the consumer and the jobs market will play an important role this year. Keyword to watch for is resilience when we look at economic data, what we're looking at is for things to show resilience, and naturally is a challenging environment when you're making transitions and you have the levels of trouble around the world. The geopolitical risks seems to keep ramping up by the day. But consider where business plays out in this where the opportunities are both this cyclical point where we are on the calendar, as well as the secular trends that are driving potential growth for all eleven sectors. Okay, So in other words, his text still lead me. I guess if that's the question at a time, or that accounted for fifteen percent of the twenty four percent game of the SMP last year at least, I think tech certainly remains a major participant in this, But I think what we need to watch well, of course communications services, which is about fifty percent tech related, you also have when you look at the other sectors, just think about industrials and all the technology in that. And it's a good customer of technology, whether it's it's sensors of robotics or what have you, and the cloud, big data and all that aon. So when we look at this, it's you know, whether it's it's a utility company, whether it's a materials company, whether it's a pharmaceutical or a biotech. Technology is where it's at. So we can but think. The other reason is last year Tech was was fabulous it's performance because it had been so brutalized in twenty twenty two when the Bears sold all of Tech, the long duration they sold because they were worried about red dancings, but they sold the good stuff that was highly profitable positive cash low, create products, and deeply embedded in the lives of business and the consumer. John the cliche is the boat has left the duck. I would guess a very large percent of the surveillance audience feels like they missed twenty twenty three. How do you get back in the game if the boat's left the duck. Yeah, Tom, I would say for the people who missed this, I would say it's a question of layering in. That's not back up the truck. At these levels, consider opportunities that show up when you get some weakness in names that may have gotten away from you. Look for babies that get grown out with the bathwater in downdrafts to add to positions that you're building, and in essence, what you want to avoid is just blindly buying deps. You want to be selective, even within what appears to be a nicely broadening rally. After as Lisa pointed out earlier, I mean we're still back to the future in terms of the prices of stocks. In many cases outside of the magnificent seventy eight there you know they've got it would look like they've got plenty of headroom available to move higher in so many ways. We had a decade in a year. As Lisha and I discussed a little bit earlier on the program, John want to put to catch up with you, sir, Happy new year. John stelfiestet of Oppenheim arrasted management. Right now, we need perspective, and we get it from someone gifted. He's served the nation in the Marine Corps, also a White House fellow, and critically he is a king of speculative fiction with James Travitis, Elliott Ackerman's must read two thou thirty four, boy is out of mustard right now, given the Philippines, given the South China Sea, and we eagerly anticipate two thousand and fifty four that you'll see in March. Elliott Eckerman joins us this morning. Elliott, if this is not speculative fiction, it is reality in the Red Sea. What is lost in the press coverage? I think the one thing that is often lost is we have a tendency to focus kind of specifically on military events while losing perspective that all military events happen in a political overlay. You know, ultimately these are political questions. What's going on in Taiwan? What's going on in Ukraine, what's going on in Israel. And the longer these wars play out, the more and more central the politics of the war it self become. And what the outcome is going to be the heart of your fiction with the Admiral st Vetus is things happen suddenly and then in sequence, do we have the ships in place against these terrorists whatever you want to call them. Do we have the process in place where unexpected bad things can happen in sequence? I think when it comes to the Middle East and the challenges that we're seeing there, yes we do. And that is a situation where we the United States vis the Iranians. We are not facing a peer level adversary necessarily in Iran. And I agree with Terry's comments that the underappreciated conflict here is Taiwan. And when it comes to Taiwan, you know, the United States does not have the forces in place, at least peer level forces in place that could meet Chinese aggression across the Taiwan Straits, and that's one of the huge challenges that we face it. But the Chinese would be fighting that conflict in their backyard and we would be fighting it from across the Pacific Ocean. I want you to elaborate a little bit on the point that you just made that all of these international conflicts have real domestic political implications. What are some of the ramifications that we've seen over the past year, how the conflicts have developed, and how public opinion has shaped the inaction that we're currently seeing in Congress to continue providing aid. I think when we go around the go around the world, if we look at Ukraine right now, I would argue that that's probably a war that's not going to be decided on the battlefield as those conditions stagnate. Is a war that's going to be decided at the ballot box. And I think in Ukraine, in Israel, as we see this war is now extending in two months, I think domestic political considerizations in Israel are going to determine the outcome of their war with Hamas. And I think when we look at the United States, you know, the elephant in the room is we have an election. It's going to occur this fall, and how that election unfolds will be determinatives of those conflicts. And lastly, when we look at Taiwan, I mean, in two weeks the Taiwanese people are having a presidential election, and the outcome of that election will certainly affect China's perceptions on what they should do in Taiwan. How different is the foreign policy of Donald Trump versus President Biden. I think the foreign policy of Donald Trump is much more unpredictable, and I think the foreign policy of Joe Biden, as we've seen it, as much more. It has it much more incremental. So I don't think anyone can necessarily say what Donald Trump's policies would be on any three of these conflicts Taiwan, Ukraine, or Israel, Whereas I think we've seen sort of a more consistent approach that Joe Biden has applied. I mean, I look, Elliott where we are, and it's about public service. There's a lot of people watching this across this nation that have loved ones. That's the loved ones on long tours of duty. I know that the Ford is coming back from the Mediterranean. Are we fit now in our defense budget for multiple wars you mentioned Taiwan. Let's say our war Ukraine, our war Iran, maybe our war China. Do we have a budget near capable of meeting those three threats? I think we're I think we have to take a very very hard look not only at the budget and the financial resources that we're applying, but you know, also the intellectual resources. And that's actually where I have the most concerns. You know, is a what a war against China look like a repeat of the Second World War, in which the coin of the realm and naval battle or aircraft carriers eighty years after the aircraft carrier became the corner of the realm. And I don't know that that is necessarily the case. You know, we've seen in places like Ukraine that the Ukrainians have been very effective in sinking Russian ships of the line with shore based missiles. And so I know, I'm a marine veter in my own service right now is in the midst of doing some real strategic a real strategic reset about what it would look like to fight a revisited island hopping campaign in the South China Sea, and they're restructuring the entire Marine Corps to do that. So I think there's a budgetary question, but there's also an intellectual question of you know, what will the wars of the future look like, and that work needs to be done now, and it's going to force some American military institutions to transform in ways that are going to be very uncomfortable with the war of the future. Elliott, what's a more effective strategy one that's predictable or one that's unpredictable. Well, I think in terms of your battle plans, you always want to be unpredictable. The word I would use is one that is adaptive. Because it's very difficult to predict what the war the future is going to be. It's most essential not to get the prediction right, but to get the prosture right so that your forces can adapt to whatever the next conflict looks like. And to use an analogy from the Second World War, at the outset of the Second World War, in terms of naval warfare, again, the coin of the realm was the battleship, and it had been the corner of the realm and was the central platform for centuries. But as we all know, you know, Pearl Harvard, the entire US battleship fleet was sunk, and we had this new platform, which is the aircraft carrier, and that platform was able to adapt and become the central force around which naval battles were fought, and I think whatever the next war is, we're going to see a similar process of adaptation need to occur. It's going to have to occur very fast, and the side that gets their right will probably be the side that wins oty. Just to finish that, what do you suspect it is. I think it's going to probably be a network of platforms. I think it's going to be unmanned, unmanned ships, unmanned aerial vehicles, our ability to fight both a high tech war and also a hybrid low tech war where many of those high tech systems are taken offline and our forces ability to kind of toggle between the two. So it's gonna be very, very complex, but more of the network centric version of warfare as opposed to a platform center version of warfare built around you know, very big ships and aircraft and things of that. Interesting. Interesting Elliott, thank you, I appreciate your time this morning. Always do Happy New Year, Sir Akman, US Marine Corps veteran whether surround the table. Sarah Hunt, chief market strategist at Alpine Saxon Words, Sarah, good morning and happy New Year. Let's revisit that quote from Berkley's This Morning. We believe the continued period of week results coupled with multiple expands is not sustainable. You on the same page. I think you almost have to be. I mean, you know, the theme for twenty twenty three was all about the FED and what was going to happen, and as soon as the cycle peak, you could be okay. So if we pulled forward a lot of multiple expansion on the back of the idea that rates are going to come down, they're probably not going to come down to that great Financial crisis level. If they come down a couple hundred basis points. Is the multiple expansion already too much? And I think that that's going to be the big tension in a lot of them. And you know, for Apple, which we were talking about, you've got to look at all that consistency and all that cash onlo and that's what people are paying for that and the exclusivity of its Apple, and people will keep replacing those products. It's that assessment true. If the whole market of just a select group of stocks that dominate the market, I think it's more select group. I mean, you have to I think valuations and we keep saying and it's one of like, this is Europe's year, this is valuation's year. It's going to matter this year, right, I don't know when it's going to matter, but at some point it will. I think having money have a cost makes valuations matter in a way that we had fifteen years where you know, people talked about it, but it didn't really matter. And maybe that starts to happen now and maybe people really start looking at those metrics. But I think you've got a lot of money on the table, and you've got a lot of places that you know, I got a lot of money that needs to be invested. Frame out total return. You could go to the Bloomberg folks. The terminal tr is the function, and you can model in and your return quickly one year back, two years back, three years, et cetera. And the answer is we're now addicted to oh, I made fifteen percent. I failed Blooney, it's a single digit return. At the most, you're going to make eleven percent. But the answer is do we need to get use again to equity return of eight or nine percent? I think that you do. And I think that you also have to look at history. I mean, yes, you had a huge move last year, and a handful of names, and yes, some of the other stocks started to catch up at the end of the year. I'm just looking at a chart of L three Harris before I come on here, and I was like, Wow, that back end of the performance was really really quick. I don't know where you end up with multiples here, but I don't think that you can have the kind of growth that we've had given the kind of economic backdrop that we're looking at. You. If the Fed's really going to cut six times like the market is pricing in, then we probably have a much weaker economic scenario than earnings are pricing in. So I don't know. There's a tension here. In twenty twenty four has got a lot of questions that need to be answer. You're the person I've been wanting to ask this question too. One of the big surprises last year was that the great underperformance came from oil. Tom and John were talking about why that was so surprising considering some of the conflicts that really were escalating in the Middle East. At this point, we are seeing oil perkop just a touch with relative in relation to what's going on in the Red Sea. Could this increase if it continues, change the disinflation narrative absolutely, I mean just the changing the trade routes alone could change some of that because you're going to things get more expensive. But you've had a huge supply response to oil demand and you've got you were talking about earlier, the US is a huge producer now right commodities are priced on the margin. If I've got excess supply, I can't get prices to really move that high, which is why the Saudias had to keep taking oil off the market. But if you start to see a crimping of some of those roots and you can't move things the way you thought you could before, then you're going to see then you could see some problems. And that's been a huge help for the inflation picture. And if that changes and you start to see data that is a little bit more inflationary, that narrative on how much the Fed's going to cut has to change, and then that's going to be a question. Then where to equity multiples go given that scenario. I know that you're bullish on energy stocks through the beginning of last year, then you've got a little more tapid as you saw as some of the moves at this point, how much are you leaning in to some of those names because of just how offsides people would be if the disinflation narrative fades an oil prices surge. Well, we think of energy as an area where you need to have some position, but you trade around that position, and you get heavier when you think that you've got an opportunity, and you get lighter when you think that the market is not going your way. When the supply came up a lot, that's where you sort of lighten up on your energy positions. I don't think you want to be out of it entirely. You've got a lot of very good dividen yields in those and you've got a lot of stocks that act better in a bad market than some of the other things do. So I think that's something you want to trade around. And we still think that energy has a longer tail. You've got a Barbell portfolio, You've got short term stuff for your day trading. We know you're famous for that, Sarah, and then you got the buy and hold. I want you to talk to the audience that their heads are spinning off of COVID. They're stating, Okay, COVID's over. Can I maintain some form of three year or four year or five year ownership of whatever equity uncomfortable? Can you still do that act? I think you absolutely can, and I think that this is the time to really be thinking about that thematic trade of what's going to happen in the next few years. Right, so we look at something like Tetratech that does all sorts of engineering construction but basically on a lot of water and some of the infrastructure stuff. I think that you can definitely look at companies that have a longer term theme that are playing into some of the things that are going on, but the volatility within that you have to be able to say, okay, this is where I will allow some volatility to occur, because some of those stocks that we like a lot still have had some challenges in a year where someone makes an acquisition or somebody does something. But I think you can look at the matic investing now because you really got a longer term view and you've got a market. It's fairly expensive, so you better really like where you're positioned. Let's finish on the banks, the regional banks specifically, not a big players, the regionals Kori closely followed Regional Bank ETF you know them well, up almost fourteen percent in November of sixteen percent in December. Is that just a leftige trade on what's happening in the bond market in treasuries as yields fall aggressively or is there something to get your hands around for twenty four I think that's a lot to do with what's going on with interest rates, and I think it's also a lot to do with people looking for okay, where has completely still been on the floor and maybe we can pick something up here, because the valuations on that group were very, very not challenging relative to the rest of the market. I think you still have issues with the yield curve. I think it's still difficult to make some money in some of those and I think we still have some commercial real estate issues that we haven't flown through yet. So it's a little bit challenging to say that that's a definite thing about the environment as more as like it was being picked up off the floor. Speaking of the yeld curve, Lisa two year versus ten year still negative thirty six basis points. They're not going to really make up some of the difference through lending long and borrowing short. To also Sarah's point one hundred and seventeen billion dollars of commercial mortgage debt coming to just this year alone, that's really going to raise some questions on that front. With some of these reached out. I had the same article. I believe it is in the fteam. My brain's frozen on that right now. But the answer John is I saw a bar chart. I'm going to say ten cities in America, there's basically New York in some of all the others, and maybe every other city combined is the same as New York. I mean, it's amazing. Now this is a local issue for us. E Sarah, It's going to see you. Happy New year, Sarah. About pont Snackson Woods. Let's quickly get the ry isman of acquiry here on global FX and all the other things that get us back to a great bull market in the United States. Wonderful to have your after Wiseman to get us started for the year. Let me go to the larger view, which is everything hinges on China. Do you agree not for twenty twenty four? No, Although I do think that China is a very important part of the macro story. Globally. We have this central banks in the US to worry about, we have the central banks in Europe to worry about, and we have supply shocks, especially in the natural resource markets and the oil markets to worry about too. So China is important, but it's not all or nothing as it comes to China. I will say this though, I think the market is somewhat wrong in focusing too much on the property sector in China an agurate demand in China. I think what the market has lost sight of to some extent is President's willingness to go after the tech sector in China and more generally, you know, against the whole concept of private property in China. I think this is what is souring sentiment for China, and I think to the extent that that is find some relief in twenty twenty four, it could be a bigger deal for China on the upside than you know, some resolutions to the problems on the balance sheet of the property sector. There's been a multi decade failure of international stocks and some correlated over to an ever stronger dollar. Is a dollar finally broken where there's an unspoken opportunity in international equities. Well, if you're asking, is the dollar is a lot dollars a reserve currency as the standard for international trade, international finance is over No, I know, I don't think so. If what you're asking for, is there going to be a structural break with regard to the status of the dollar, international capital markets, and international trade, I think the answer is no. Remember that we had a period before we had globalization, before nineteen ninety five for that matter, when China and Russia and the other emerging markets were not that fully integrated into the global economy or the Washington Consensus for that matter, and yet we still talked about the dollar is the reserve currency of the world. Why, because you know, a good part of the of the world still depends on the dollar for its trade and for its commerce and for its it's financing. So no, I don't think that's going to happen anytime soon. At least, one of the trades that we do at the beginning of every year is to come up with potential tail risks, which inevitably will probably be wrong. But there is a question here. Tail risk the dollar being somehow profoundly debased, seems to be off the table. From what you just said, what about a sort of the tail risk of some sort of significant supply shock. You sort of alluded to that initially in the commodity space, so that I think is a bigger tail risk, and I think it behooves every investor out there to at least have some oil in one's portfolio, be long oil, because when you think about US recessions in the postwar period, you'll find it an amazingly large number of them had been preceded by a rapid rise in oil prices. You'll see that, and it behooves investors to have some oil in the portfolio because we just don't know to the extent that we do have a supply shock. Oil prices will go up, and you'll offset the losses you would otherwise experience from seeing stocks go seeing bonds go down. In that context, this raises a question to me of how off size the market would be should there be some sort of oil supply shock. Given the fact that people have kind of gotten accustomed to the idea that the US is a producing record amounts, and then even in the phase of conflict, oil prices went down, how wrongly positioned are people for this kind of this kind of event. I don't know how wrongly positioned they are. There is a case to be made, however, for the logic of oil prices having come down in the last few months, and the logic is very straightforward. The elasticity of supply in oil is actually quite high, potentially higher than the market surmised before six months ago. What we have seen with the increase in oil prices that preceded this decline is a huge increase in oil production in the US, and that is the basis for why oil prices are down. But if we were to get a shock, a shock out of the Middle East, for example, a shock out of Russia, it's not conceivable that production can go up quickly enough to offset that in a very short period of and that's the risk that we face right now from these shocks. Over the long term, there'll be an adjustment in US supply that's positive and beneficial, but not in the short term. Is the US donar a commodity currency now? No, I don't think so. Certainly the market doesn't see it that way, right. It's interesting there are some emerging markets that we don't necessarily associate that much from the perspective of their current account balance and their trade with oil, because they're not huge net exporters Brazil, for example, but they are large producers. And yet the market tends to associate the Brazilian real with oil more than it does associate the US dollar with oil. Do you expect that to change anytime soon? No? I don't think so. And that's because no one's going to really associate the US with a very large net export balance in oil. It really has to get to a point where US trade is dominated by oil, and that is not the case. Yet it's still dominated by services. Knowledge very true, TK The number is just absolutely staggering when it comes to production, thirteen million barrows a day in this country. Yeah, well, it's interesting here is we don't have an oil policy. I mean, we take great pride that Washington has never come up with the plan. We've got this plan, that plan, whatever plan. I guess it's a technological success. Not sure. We needn't want no plan. Well to that point, do we need one? It's Washington is the White House of renovant with regards to this conversation, only to respect that oil is such a geopolitical issue, and of course geopolitics and politics generally have to manage you through diplomacy or through some management of market forces that are relevant to geopolitics. That's ok. There's a case be made for the energy market to be managed from that perspective. But if it wasn't for the importance of oil from a geopolitical perspective, I don't think so. Terry. It's good to see you. Happy new year. Thank you, sir, Terry Wiseman of Macquarie. We're beginning strong this year, and part of that is with Doug Cass, who is many of you know out on social media. Seabree's Partners is a great pinata and Doug, before we get to your always interesting, thought provoking ten ideas, if I'm cautious on the market, or if I'm short on the market and the market runs away from me the other direction, what do you do? What do you do? In December? Given this bull market leg up? How did you respond? We were short in two time frames. One was timely mated after July after the majorly I run, but we didn't lose money in the majorly run, and we were net short in November and December. We didn't lose money either. And now how do you do that? I think a lot of people want to know, Doug, how do you not lose money? It's tough, you know, to begin with, Why did I get it wrong in the last two months? I think I underestimated the animal spirits and the price momentum that had been accumulated. I underestimated the power of the herd as the pressure on the upside intensified, and so did Fomo. I understand. I estimated the contribution from market structure, which had basically intensified the upside to equities, and same applies to interest rates. The momentum and the yields to the downside accelerated. And you know, we live in a market which is has a structure. It's far different than I started when I was a housing analyst kit or Peabody. Buyers live higher and sellers of lower, so you have to adapt. Warm Buffett said the first two lessons on investing don't lose money, and the second lesson is don't forget the first lesson. So we trade opportunistically around short positions and risk averse. Because my short book is pretty diversified, and when I'm wrong, I take a lot of small office that's the answer. But as we entered the new year, I am not short. So how do you think about here this twenty twenty four? Again, I think the you know, late October through the year end twenty three caught a lot of people by surprise, the vigor of that rally here. So what do we do here on January second? Well, I always find it amusing that there is now a universal view almost after the quantum rise, especially the NASDAC, the markets are headed higher. However, I think it's important Paul, to observe how wrong the confident consensus has been in each of the last two years. If you remember, in the end of twenty twenty one, the herd was optimistic. In twenty twenty two was a disaster. We had such a bad experience in twenty twenty two that the consensus ended that year wildly confident, and that especially but this time barish, especially on tech stocks, and that couldn't be for their off sides. Today, the consensus found the momentum is very bullish and an area bear can be found. In fact, many of the bears that I watch when I'm on the desk stars the NBC have now become bulls. So I see a vast of a ray of unexpected political, geopolitical, economic, and market surprises that could be untapped for next year. And my biggest concern is the equity risk premium. And despite the enormity of the drop in yields, the equity risk premium is still paper thin, and historically this is a reasonable predictor of weak markets. Paul Apple, Yeah, exactly, Doug surprises for twenty twenty four. What should Maybe we're not thinking about it. I mean we should, sure. I think one of the things we're not thinking about is in part due to fear that the Democrats will continue to hold on to the presidency. Foreign powers step up military confrontations and my surprise, my second surprise, is that the West continues to lose patients with how the war is going with Ukraine, as a US backs off and support and negotiations of a territorial split began and Ukraine is forced to give up east side of the country. North Korea, with support from Russia, undertakes skirmishes in the DMZ and makes threats to invade South Korea. Iran completes its nuclear build up, which provides a direct attack from Israel. Though China doesn't invade Taiwan, it continues with aggressive war game tactics in the Kia Sea. So my feeling is that the global economy, Tom and pol are more susceptible to supply shocks than has generally believed. And with Russia and Saudi conspiring on production cuts, I wouldn't be surprised as a surprise that the price of oil exceeds one hundred and ten dollars a barrel, and the price of a gallon gasoline US approaches six dollars, and shares of Exxon oxy chevron each rise by a third in the year. Doug, I want to get to send it's so important within all of this, you really go after the Blackstones, the Apollos of the world. You say, private equity quote to get torn to shreds. Discuss that that's important for global wall Street. Sure, Surprise number seven is Wall Street's most vicious vultures. Private equity are about to get torn to shreds. And remember we still Tom have elevated interest rates, and we have a slowing global economy. We have the loan rate reset cliff beginning at the last half of this year, and I think it's going to contribute to a leader in private credit failing. Blackstone shares could drop by a third after the BREI, which is the private real estate fund run by the company, and the public fund bx MT come under new redemption pressures. And finally, I wouldn't be surprising. I was involved as a director of a business development company in New York Stock Exchange and I personally saw vividly the phony marks in our books. So my surprise is that shares a private equity stocks like KKR, Apollo and Blackstone plunge as the SEC opens and investigation into the failure of the private equity industry to realistically marked to market their portfolios in the timely manner. Wow, interesting because that's been an issue for a long time, particularly now that these companies are public. How about private credit, Doug, This is a new business for you, Tom and me. Over the last decade or something. It's just exploded in terms of size. We were all comfortable with, or we think we understand private equity, but private credit has become a huge business and it just doesn't feel like it gets the regulatory scrutiny that they get the regulatory scrutiny at all. Paul it's hurting the banking industry. It's one of the reasons why I'm so negative on banks, besides the credit cycle, the emerging credit cycle. So this is something to watch, you know, whenever there is such quantum increase in balance sheets as are currently in private equity, we have to be on the alert. Well, speaking of alert, Doug, I got time for one question. I read my Padres in Red Sox the athletic coverage this week. I'm sorry Juan Soto for the dreaded New York Yankees. He's basically Weighe bogs with power that changes the Yankees lineup, doesn't. It's a massive move for the Yankees. Our team has lacked left hand sluggers in recent years, and we never had the necessary lineup support for Aaron Judge. Remember, he bats left handed right and he's fully capable of taking advantage of the short porch in right fielded Yankee Stadium. I think we're one Jordan Montgomery type away through the World Series. But the problem is Montgomery, Montras, Manea Lugo, they're all going, they're all signing. But this is a powerful lineup from may U Sodo, Judge, Zo, Stanton Torres, twenty seconds. Dougcast, could you do something about the food at Yankee Stadium? People that live in glasshouses in Fenway Park? Doug, Thank you so much. Doug Cass the series partners. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify, and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern on Bloomberg dot Com, the iHeartRadio app tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always. I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keane and this is Bloomberg.See 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Bill Dudley, former NY Fed President & Bloomberg Opinion columnist, says the market could be getting ahead of itself after Fed Chair Powell's optimistic outlook. Priya Misra, JP Morgan Asset Management Portfolio Manager, says markets are not pricing in the chance of Fed cuts below the 3% level. Jay Pelosky, TPW Advisory Principal & Founder, says that we're moving toward a rate cutting cycle in 2024. Elliot Ackerman, US Marine Corps Veteran & former White House Fellow, breaks down the latest on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder & Managing Director, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.

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Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the status of the economy doesn't justify the Fed cutting rates. Amanda Lynam, BlackRock Head of Macro Credit Research, claims banks will remain at the center of lending, but that private credit can now compete in ways it previously couldn't. Libby Cantrill, PIMCO Director of Public Policy, previews the fourth GOP presidential debate. Elliot Ackerman, US Marine Corps Veteran & Former White House Fellow, breaks down the latest on the Israel-Hamas war. David Rubenstein, Carlyle Group Co-Founder, previews a brand-new episode of Bloomberg's "The David Rubenstein Show: Peer to Peer Conversations" featuring Pershing Square CEO Bill Ackman. Get the Bloomberg Surveillance newsletter, delivered every weekday. 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transcript: This is the Bloomberg Surveillance Podcast. I'm Lisa abrahmoids along with Tom Keen and Jonathan Ferrell. Join us each day for insight from the best in economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot com, the Bloomberg Terminal, and the Bloomberg Business App. I've been looking forward to this conversation. Liz An Son is the chief Investments trying to just a chold swap joins us right now. Lizan, I've been looking forward to it because we're not going to talk about self landing, hard landing, no landing, none of that. We're going to talk about what you and a team have been focused on now for a while, and that's rolling recessions. That is a framework, Lizen. Why is that so important for you? That nuance? Well, first of all, this is a unique cycle. That's the ultimate understatement. I think taking a nuanced approach is important, and we've been using that term for quite some time. I think the only other person that I know that's been using as long as we have is Ed yard Denny, and not that we want to rehash the last three and a half years, but if you think about the stimulus fuel demand surge coming out of the worst part of the pandemic, all of that demand and money associated with it was funneled into the good side of the economy because we had no access to services. That was where the inflation problem first began on the good side of the economy, exacerbated by the supply chain disruptions. But fast forward to the more recent period, we've gone into hard landing recessions for housing, manufacturing, a lot of housing related, many of the consumer product areas that were big beneficiaries of the lockdown, and we've gone from inflation to disinflation to deflation in many of the goods categories. We've just had the later offsetting strength on the services side. Same thing as rolled through in terms of inflation. So to me, best case scenario is not really soft landing that Schuberti sailed for many important segments of the economy. It's a continued roll through where if in when services in the labor market get hit, you have found stability and maybe even some improvement in those areas that have already taken their hit. Lezan, love your nuance. Let's build on that. Where are you seeing opportunities that might have hit bottom that you want to be investing in now, In particular sectors that you think already have rolled through, they're hard landing and are now buys. I still think that investors are better off taking a factor based approach as opposed to a monolithic sector based approach, But we have made some adjustments in terms of the foot factors that we're focused on. As you know we've talked about it on this program. We have been emphasizing stay up in quality with factors like interest coverage and strong return on equity and strong balance sheet, but also growthy factors like positive earnings, revisions and surprises. But I think you want to now add kind of evaluation kicker into the mix because this year was characterized by all multiple expansion, no earnings growth. We see in the last month that there is money itching to move out of the Magnificent seven to find opportunities down the cap spectrum. And you have seen some lower quality characteristics to of what has rallied. I think you want to fade that and continue to lean into quality. But you can find it across the spectrum of sectors and also outside that group of just the Magnificent seven. So you said something Lezen talking about how people are itching to take the money that they've put into the Magnificent seven and put it to work elsewhere that might be at a lower valuation. How big is that wave of people is to get out of the Magnificent seven. Is this something that could cause an underperformance or is it just simply there's just been so much money people are looking for other ideas well. So far, so good in terms of the rotational nature of this easing of some of the excesses, You've seen some pullback in the Magnificent seven. The rest of two thousand SMP equal weight is outperforming the SMP over the past month or so. It's happened in kind of a stealth way. That's obviously the best way to go through a corrective phase of excesses versus the bottom falling out all at once. What concerns me, particularly once we get past the year end seasonality, is that there is an incredible amount of overlap, especially in the large institutional world and the hedge fund world, in terms of ownership of not just the magnificent seven but up the cap spectrum, and that you know, if we get some sort of catalyst and it unleashes more frenzy around selling, I think maybe the hit would have to be larger, but I do think absent that we could continue to see a broadening out via rotation again as opposed to some significant crack occurring in the market. Lasan, can you help us gauge sentiment? Just sort of a bit wittold, least from myself repeatedly that the money money market funds is really really sticky. As you look across clients, to the people you speak to daily, have they been moving into equities over the last month? What was that move in November? So you've seen some move in equities, But it's actually, interestingly within the US equity market been toward areas like real estate utilities, and I think that is in keeping with expectations of sooner rather than later fed cuts. I'm skeptical about that, but that's where the money has gone. But sentiment is really interesting because attitudinal sentiment measures have gone off the charts of bullishness and very little bearishness. Yet even the AAII survey that we get those attitudinal bullish bearish readings, the equity exposure of that same cohort of investors has actually been coming down. On the other hand, active institutional managers have actually been significantly increasing exposure. So much like cross currents in the economy, there's even a lot of cross currents in terms of sentiment data, and it's really a mixed picture, and sentiment is hard to It's always hard to use as some market timing tool, even at extremes, but it's particularly murky in this environment right now. Lizen, just a put a bow on it. You did just mentioned that that you're skeptical about right cuts. Can you just explain that a little bit more, Well, the inflation is still above the FEDS target, the labor market is hanging in there, the economy is hanging in there. How that justifies a pivot from the most aggressive tightening cycle to easing as soon as the first quarter of next year. I don't get it. It's possible to find to be easy, but probably because there's more economic dislocation between now and then. In addition, you had the Fed and Powell specifically pointing to the bond market doing a lot of the tightening for the FED when you were in the surge and yields up to five percent. To me, what would be interesting to hear is if they start to say, well, the loosening, which is a record one month loosening in financial conditions in November, maybe that does some of the loosening for the FED. And it wouldn't surprise me if Powell has to yet again reinforce the notion that they're not at this point considering rate cuts. That's the conversation for a week today. Listen. Thank you Lizanne Sunders, a child swab one of the very best joining us at Amandelinum, head of macro credit research at Black Crock Andmanic good morning, good morning, Thank you both for having me. How much money is shift into private markets. So our forecast calls for that asset class to grow from one point six trillion globally to three and a half trillion by the end of twenty twenty eight. So that implies a pretty significant continued growth pattern through the next five years. There are really four drivers behind that. The increase in the addressable market is one of them, but it's really investors looking for diversification, borrowers looking for certainty of execution, structural shifts in the public markets which are now serving larger and larger borrowers, so that renders small middle market debt deals ill liquid. And then fourth is the opportunity for banks to partner with non banks. And also just given the well telegraphed contraction in bank lending and tightening of bank lending standards to really fuel that growth. And so that's our forecast. Was that a really nice way of saying D banking that basically private credit is stealing banks lunch. I watched all of your great coverage yesterday, and I did see the D Banking dialogue. I actually think I agree with the comments that banks will remain at the center of the lending universe. That said, I think the important takeaway is that as private credit has become sizeable and scalable in its own right, it can now compete against other parts of the market where it wasn't historically. And so what we've actually seen are some companies with demonstrated access to the public markets choosing to refinance in the private markets. I think there's an opportunity for banks to partner with non banks in terms of in an environment where capital and liquidity rules may change, to partner and maybe move some of that lending into other parts of the non bank system. Doesn't mean that the risk transfer is a negative. It just means that capital is being reallocated, just like it did after the financial crisis. So there is this sort of larger question when you say banks will still be the center of the lending universe, it raises this question about what that means. There'll be the center in terms of maybe organizing some of these transactions, but not necessarily the center of profits, not necessarily the center of deploying risk and then getting that outsize return for some of these private loans. Is that what we're saying that they're going to be the center of sort of some of the transactional aspects, but that private credit firms are going to really get the upside from these loans that banks used to capture. I mean, I think from the side of the banking relationship, they really have a lot of the client relationships, a lot of the underwriting expertise. But in an environment where risk weighted assets are going up, does it make sense to hold all of that capital on the bank balance sheet or is there a more capital efficient way to do it? I think that's really the shift that we're seeing now. Some of these factors have been in place for a really long time, going back to the Financial crisis. After Dodd Frank was enacted, the public syndicated leverage loan markets grew because banks didn't want to keep those loans on their balance sheet. Instead they syndicated them out to a wide range of investors. That's how the public debt markets have been growing for so long. So I think that's just it's another sort of iteration of this capital allocation that's shifting in response to the regional banking disruption in March, in response to the potential rules for Basle three endgame, and I think it's probably a longer term shift. By the way, I would say, you know, our three and a half trillion forecast, it assumes a fifteen percent compound annual growth rate. That's actually below the growth rate that we've seen over the past five years, and it's consistent with the growth rate over the past decade. So it sounds large, but it's actually a continuation of the trend that's already been in place. Let's talk about big moves out of the last month. Credit spread so much tighter on high yield. I think three sixty seven right now, I just want it from your perspective, still up in quality, and what do you make of this move? So, I mean, I think the move it's very It's consistent with this kind of year end rally that has been fueled by pretty favorable technicals. We've seen issuance pick up, but not to a significant extent that it's interfering with that tightening. From our perspective, yes, up in quality still makes a lot of sense. For this really important reason. Most of the issuance in twenty twenty three, and I'm talking about the left in market has been up in quality within that market, so double bes and high single bees. The low low end of the quality spectrum, so triple c's and low single bees, has really been untested. There's been a lot of talk about rate cuts. That's not really our base case in the first half. But even if we do get a few modest rate cuts, just to put that in perspective, the implied refinancing cost on average for triple C's is above six hundred basis points. For the distressed universe it's above fourteen hundred basis points. So this low end of the quality spectrum. Even if we get some rate relief, they're still going to be refinancing into a much higher cost of capital regime. How long can goldilocks lost goldilocks last? Then? I think it's the title of our one Q outlook was a widening divide, and I really think it speaks to the dispersion that's evident under the surface and a lot of these markets. So for goldilocks, investment grade goldilocks, you know, high quality, high yield, they're in a pretty good spot, especially if we can achieve the soft landing. If you're a triple C rated credit that has refined nancing to do and you're looking at your current coupon and then the six hundred basis points that it may cost you to refinance in today's market or more much different story. It's part of the reason why we expect defaults to continue to march higher through the first half of next year. It's not not a spike, not a significant increase. But I don't think we ask a lot have we seen the last of this transition to a higher cost of capital. I don't believe that we have with us around the table. I'm really placed society brilliant. Libby Cantroll, the managing director and head a public policy over at PIMCO. Libby, good morning. Another big debate for Republicans. Big debate? Yes, is this the big one? The difference? This is the big one? So this may be the last one. Actually, there's not another debate schedule before Iowa, when voters, of course on the Republican side, will go to the polls on January fifteenth. Viewership has declined since the first debate. That's when we saw sort of top tick of thirteen million. The last debate was around seven million, So we'll see if people are even paying attention to this. I think the real question, though John is does can Nicky Haley have another breakout moment? Does this sort of sustain the momentum that she has both in terms of the polling but very importantly in terms of the donors, And that remains an open question. I think that the other three folks on the debate stage will be sort of attacking Nicki Haley. I think Nicki Heley will be attacking President Trump, so it should be raucous as usual. But does it actually make a difference. I think that's the open question. What's the chance that you see another Biden Trump matchup. Well, so you know, what we're guiding our clients too, is one is that Biden will be the nominee. This sort of idea that there is some great cabal at the convention that will unseat him. We just do not think as founded. Senator bros from Louisiana, who had served with Joe Biden in the Senate, said, as long as President Biden is breathing, he is running. And I think that is something we should just you know, take take for what it is. You know, on the Republican side, obviously, if the primaries were held tomorrow, it looks like Trump would be the nominee. They're not going to be held tomorrow. They're held in around forty days. And what we've seen with Iowa and New Hampshire is that things can change. They haven't really changed in terms of dictating who the nominee is since two thousand and eight when Obama, who was sort of underperforming all of the polls, that really outperformed in both Iowa and New Hampshire and was able to get the momentum to the nomination. So a lot can still happen, but as of now, if you were saying, if the primaries were held tomorrow, it would be another Biden Trump rematch, and you know, ironically, I'll just say, is that seventy percent of Americans don't want that. So that's the reason why I think it got so much attention yesterday when Joe Biden said if it wasn't for Donald Trump, he wouldn't be running again. What do you make of that? Do you make that if NICKI Haley is the nominee for the Republican side, that there is a chance that Joe Biden would step down and pave the way for somebody else. So his his pressure ap really watched that back last night after those comments were made. They were made, of course in private at a fundraiser, so was maybe I think they're saying taken out of context. You know. However, you know, this is something that President Biden has been saying since he was a candidate in twenty twenty, that that's why he was running the first time, and so this is somewhat consistent with that messaging. However, if Trump does not get the nomination, I still think that President Biden is the incumbent president. He believes that he really has a record both on the economy and then foreign policy to feel confident to run on. So we are not getting sort of any indication from folks close to the Biden world that he is, that he's not running. He is running. We've been all appreciate. I think we could all benefit from a delegation oudication rules clinic from you. How have things changed for Republican primary, especially as a non Yes, a US citizen, So I appreciate you on that question. Yeah, so this is important. It's like very wants and a lot of our client's eyes understandably glazed over. But to get the nomination, it's just a delegate game. You need to get fifty percent of the delegates at stake on the Republican side and the Democratic side. The Republican side is the real story here, though, because the Trump campaign much more organized than it was in twenty sixteen. By their own emission, they have now systematically changed the way that states allocate delegate rules to benefit him as long as it's a crowded field, meaning that he They've changed the rules to what's called winner take all, So as long as President Trump is winning a plurality of the vote in many states, he will get one hundred percent of the delegates, and the punchline for all of us is that that makes it much easier for him to get the nomination much more quickly. So I would argue that by March fifth, which is Super Tuesday, we'll have had forty five percent of the delegates at stake being voted on, we likely will have a very good idea of who's going to be the nominee or whether it's going to be more of a competitive two person race. As you said, so we know there's four people on the stage. Later is on the calendar where that for needs to become one to change the outcome of this. Well, I think there are a lot of folks on both the Republican side and then also some of the Democratic side. As you've seen, there's some now Democratic donors who are you know, donating to Nicki Haley sort of interesting, unprecedented in many ways, who are trying to argue for a Chris Christy to say drop out of the race before Iowa. You know, John, I think what we've seen though before is that again so much can change. That much of this is unprecedented, particularly given what we might be facing, which is you know, two incumbent presidents effectively running against each other. So you know, I don't think there's a drop dead date, but I do think that it needs to become a two person race sort of by South Carolina. That's February twenty fourth. So I think the bottom line for kind of the markets and for investors is that the next seventy five days really matters. We will have a very good idea by sort of South Carolina by Super Tuesday, which is March fifth, whether this is going to be President Trump Biden or whether it's going to be more of a two person race between Nicky Haley and Trump. In those seventy five days, we're going to be dealing with a couple of deadlines for funding the government. Before I let you go, we keep talking about where is the leverage. The leverage is in the US government. I then you figure something out in order to keep operating. How are you advising people in the market to understand what's happening, what the likelihood of a shutdown is, what that means in terms of the growing risk frankly that it's been attributed to in markets. Yeah, So mean I think that two things. One is that this is not the dead ceiling, right. The debt ceiling was existential for the markets that has been fortunately addressed until January or February of twenty twenty five. This is really the most foundational function of Congress is just to keep the lights on. They keep kicking the can down the road, Lisa, does it really matter if they shut down the government? Probably not if it's not for a sustained period of time, But if it does go on for weeks, then we don't get some of the economic data, then it could actually start hurting the economy. But I think this is just sort of noise. But I think the punchline here from a fiscal perspective is this effectively funds of government at the same levels as last year, and what we're not We're not going to see any more physical stimulus. And I think the threshold for any sort of stimulus, even if we do go into recession. I know your previous guest was pretty sang one about the economy. I think we maybe we as as bond investors, are a little less so, but the threshold for any sort of fiscal stimus is going to be very high. So we think the government probably will be funded probably at the last moment, but again from a market's perspective, we're not sure. We're there's more noise than really anything. It's always the way, isn't it. Equities, hopes and dreams, bonds, fares and nightmassy do you know? Yeah, obviously obviously, Well yeah, thank you, thanks, good to see it. Great to catch you out let me cant with their Pimcoke. I'm pleased to say that John, I guess now is Elliot Akerman, the US Marine Corps veteran and former White House fellow. Ali wonderful to hear from you, sir. Always appreciate your perspective and your deep experience. Let's start with that experience. Can you describe for our audience the type of urban combat taking place right now, the urban commet that we're seeing in Gaza. You know, it's that happens really at a very close quarters, you know, street by street, house by house, room to room. As I think I've said on this show, eating in an urban fight is like it's like being in a knife fight in a phone booth. So it also takes away that the advantage that high tech militaries have, and I think we're seeing that play out and also oftentimes it's very very messy. And one of the greatest casualties in an urban fight is the city that the fight is taking place. And I think we're seeing that today as you know, vast parts of Gaza are are being turned to rubble and the civilians who lived there. So let's discuss that, given the type of combat that was seeing at the moment, how on earth do you prevent the tragic loss of civilian life we've seen. You know, It's extremely difficult, and that factors into the into the calculus on on both sides. A fundamental to you know, Hamas's attack on October seventh was they knew that they were going to force the Israeli's hands to fight them inside Gaza, which would lead to civilian casualties, which would lead to much more attention being placed in the Palestinian cause in the world, and also a significant international outcry to and the fighting. And so, you know, I think the one thing that we can see when we're looking at what is going on in Gaza is that, at least thus far, it would seem that it has preceded exactly according to Hamas's plan. Given that Elliott how much longer. Do you think that Israel has from a political perception standpoint as well as just their own aims before they're going to stop. You know, the aims of the Israeli government, as they've articulated, is the complete annihilation of Hamas. I think one of the things that's difficult is that's an extremely high bar to completely destroy a terrorist organization, as opposed to degrade its capabilities or make it so it's no longer a threat. So if that is their stated objective, I think they're in some ways probably setting themselves up for failure because it's difficult to see how they are going to completely destroy every single number of Hamas from the face of the earth, particularly as many of them are not in Gaza, you know. And the other issue that complicates factors that we can't forget about is there's a significant number of hostages still inside Gaza, so the Israelis can't finish this operation until those hostages have been freed. So, unfortunately, I think this is going to go on quite a bit longer, but every day that it extends, it becomes politically much more costly for the Israelis. Do you agree with Secretary of Defense to late Austin when he basically said that the fear here is that Israel setting itself up for a strategic defeat. I think that is certainly. I don't know that they are going to end up in a strategic defeat, but I think if the Israelis lose sight of the fact that war is always fought on two planes, both the tactical of the operational, what's happening on the ground, you know, how much of Gods is being taken or retaken, but also the political, how those actions are perceive and so you know, history is littered with cases of nations and armies that won the battle but lost the war. And I think the Israelis need to be very mindful that they don't place themselves in that situation. And we've been through a period of really intense diplomacy. We've seen that over the last two months, how elevated. Still, do you think the odds are they brought a conflict in the region. I think they've certainly lessened, but I think we absolutely want to keep our eye on any actions it seems that they could spread the conflict. You know, as you know, the United States, as you know, a very significant military presence there. We've surged naval assets into the Mediterranean Sea, all signaling very strongly to the Iranians not to spread this conflict or engage in those actions. But we've also seen simultaneously that the Iranians have been attacking US forces abroad, that there are many instances of provocation, and not only our leaders but also our troops on the ground had to be very very mindful that their actions could have TGIC consequences. So I don't think it does not seem as though the conflict is going to spread, but it's still on a hair trigger. This is a conversation about a direct conflict. I just wonder, from your perspective, in your opinion, Elio, whether you think we're already in a proxy war with Iran. I think we certainly are. But we've been in a proxy war with Iran for for decades now, and it is just waxed and waned. I mean, I mean, I'm a veteran of the wars in Iraq and Afghanistan, and both those conflicts we were fighting a proxy war with Iran, and about those conflicts, you know, so the American service member I was, you know, having to dodge IEDs built by Iran and having to deal with Coudes Force paramilitaries who are operating or Iranian in those theaters. So we've been fighting that war for a long long time. But it's very important that as you know, you know, it doesn't escalate into an all out conflagration across the Middle East, particularly as we have another war going on in Ukraine. So these are you know, these are dangerous times where they I'm glad you brought that up as a former American service member, as someone who's actually served and seeing the threat, what is your sense of this increasing isolationism or the increasing fight over funding for some of these conflicts. Do you think that it's a valid one or do you think that that's really our retracement from the role that you served for. Because I think that there should always be robust debate in this country about issues of war and peace, and I think that is very very healthy. However, I also think that, you know, those debates should occur in a functional as opposed to a dysfunctional way. They should occur in a way that has a very clear eyed or it takes a very clear eyed view of the world beyond our shores and isn't naive of the place of America in the world. So, you know, I don't think it's inappropriate for members of Congress to be debating how long and how much the United States is going to spend on these wars. But I also think if there's some of idea that the US can just retreat within its borders and that's going to be the best interest of this country. I mean, you know, we've seen that, we've seen that play out before, and it doesn't play out to the best interests of the United States. You're implying, Elliott that the debate right now is not healthy. What would a healthy debate look like? And why is what we're seeing right now not healthy? So I think there's a degree of brenksmanship that's going on. And I think that braksmanship of you know, buying aid packages together the much of the dysfunction that we've seen them in Congress where we no longer where Congress no longers exists with the culture, and I'm olding to remember this culture in which most people operated under a mode of that you know, America's differences ended at our shores, and we projected ourselves abroad, we projected ourselves as a unified country. I mean, now we know that our allies, you know, have different you know, they prefer republican or a democratic administration and have policies that they set for both. So I think there's the overall fractiousness in our country is hurting the efficacy of our foreign policy. So that's what I mean, Ellie, thank you, sir Vio Clarity, Ellie Aikman. I'm the latest on the situation in the Middle East and with Ukraine and rest as well. I'm so pleased to say. Joining me right now is David Rubinstein. I want to pick up on that point that Bill was saying, which is his activism as now not in a corporate boardroom but on college campuses. And we heard this yesterday from Mark Rowan of Apollo. How much you hearing that increasingly from some of your peers. Well, there's no doubt that Bill Ackman doesn't need to be an activist in investing anymore, because, as he said in the interview, he wasn't that well known when he was an activist, and therefore he had to get attention, and doing activist kind of things got people's attention. Now he's pretty well known, so he can avoid that part of his investing process. In terms of College and Harvard, he has been very active with his letter to Clouding Gay and Mark Rowan has been very active at Penn as well, and a number of other business people have been active. There's no doubt that there's a lot of concern in the business but other communities about what's going on in college campuses. And as we all know, it's not a pleasant situation to be Jewish student in some campuses these days, or to be a Muslim student some campus has been a problem as well. So I don't think there's a perfect answer. We're not going to solve it overnight. It's going to take some time for all these colleges to kind of figure out what the right balance is. Do you get a sense that there is something specific that people are asking for that goes beyond a statement on anti Semitism or Islamophobia and goes more to the nature of conversation at certain universities. Well, at certain universities, I would say on the left, far left are far right. There's not a lot of room for people who disagree. Some campuses are far left, some are maybe more conservative, and people who disagree with the conventional or the majority view, don't get the kind of support that they might want to receive from the college presidences or universities. In some cases, Harvard is seen by people in Congress who said yesterday in the hearing that is seen as far left. Maybe it is, maybe it isn't. I was on the board of Harvard for many years, and I think Harvard tries to do the best it can. But it's a very large campus, very diverse. The president of university has done as good a job as she can in a very short period of time dealing with these issues, but nobody is going to be able to solve this problem overnight. You're also on the University of Chicago board, and full disclosure, I attended there, so if I'm biased, I just want to be completely transparent. There is this question about whether it's appropriate for a university to take a stand at all on any social issue, or just to let the individual professors and students have their own voices rather than have some sort of collective voice that you have to stay within. Do you think that that is the way to go well? With the same issue CEO's face, Should corporations be taking positions on these kind of issues. Sometimes they do, sometimes they don't. Universities are places where young people are generally allowed to grow and experience what life is going to be about when they leave campuses, and they tend to be sometimes more shrill and certain things they might be when they become an adult. I think at the Universe Chicago, we've had a long standing one hundred year policy of basically letting people say what they want, has provided that they don't do anything that harms anybody else or incites violence. But there's been a lot of free speech at univer Chicago, and I think that's a great tradition there. Do you think that going forward there's going to be any change in response to some of the pressure, Given the pressure that we have seen now, I suspect something will happen, but I don't know that Congress will do anything. I think the university boards are probably going to be more sensitive to these issues. There is going to be more security for certain students there, for sure, But I think there'll be more of a move towards a University of Chicago approach where more people are allowed to say what they think without feeling that if they say something that's unpopular. They'll be criticized or harmed physically. Just besides this particular issue with Bill Lackman, he's also been vocal about investing in treasures just to shift a little bit to the investment side. And I am curious if you're starting to hear this more that certain hedge funds that maybe are struggling to get an edge in public markets are just making bull trades on the path of interest rates. How much you're hearing that well. Bill Ackman said in the interview is that he doesn't generally doesn't make big macro bets. That's not what he generally does. He generally makes bets on companies. But in a couple of times in his history he has made macro bets and some have worked out extremely well. And he's made one not two year long ago, where he made a couple of billion dollar I mean, I guess it was a two billion dollar profit on a relatively modest investment in a relatively short period of time. That's hard to do. This time, he's made a bet, in effect, that the treasury rate will go down, or the interest rate will go down, the Fed will lower interest rates sooner than the conventional wisdom thinks, and I assume he's structured it so that if they do, he'll make a fair amount of money. And I'm assuming that right now he's pretty happy with what he's seeing because the market's coming along to his view. Conventional wisdom today is that the Fed is likely to cut interest rates sooner than maybe people thought a month ago. Right now, I think the Fed doesn't want to get into the election season, So if they're going to cut rates, they're probably not going to do it too close to the presidential election, so they probably would have to do it sooner. Meanwhile, just want to bring this to you. Just Breaking City Group is reporting some figures and what they expect, and they say that fourth quarter trading revenue is expected to drop fifteen to twenty percent compared to the third quarter, and you can see as the CFO does talk, you can see shares falling. This really does speak to this sense that there isn't going to be the same kind of opportunity to make profits for some of these firms as there has been earlier in this year. That basically this is what they're going to pitch when they CEOs go down to Washington, DC and start saying, you know, maybe we earned record profits, but we're going to lose it to people like you, David Rubens, sign at private credit and private equity. What do you make of some of these arguments. I'm not worrying too much about the large banks. They can take care of themselves. I'm sure they'll do well. Interest rates go up or down. There's no doubt when interest rates go up, they tend to make more money. Historically, if interest rates go down, they're very smart. They'll find other ways to make money. Private equity firms and private credit firms have done quite well generally over the last ten twenty years or so, and we have a lot of very smart people. We'll try to figure out how to navigate whatever interest rate environment we have. David Rubenstein, it's always a pleasure. Thank you so much for being on. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify, and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern, on Bloomberg dot Com, the iHeartRadio app, tune In, and the Bloomberg Business App. You can watch us live on Bloomberg Television and always on the Bloomberg terminal. Thanks for listening. I'm Lisa Abramowitz, and this is BloombergSee 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Welcome to the November 2023 edition of Excuse My Medic (EM2). Amidst the opening banter, the team takes a serious look at the new Veterans Administration Rule that would harm our Veterans and the ambulance services they may require.   The EM2 Team takes a closer look with guests, Heather Sharar, Executive Director of the Ambulance Association of Pennsylvania and US Marine Corps Veteran, Adam Patterson.  Tune in and join Chuck, Gary, and Ed for a great session that will enlighten and keep you informed.  As always, with any EM2, we hope to provide food for thought and bring a few smiles along the way as well.  Go ahead, take this one in, you'll be glad you did.

The MisFitNation Show welcomes US Marine Corps Veteran, David Willis. David's journey through the Marine Corps from 1997 to 2004 is nothing short of awe-inspiring. As an infantryman (MOS 0311), he underwent rigorous training at Parris Island, before being stationed with the 2nd Battalion, 8th Marines, Golf Company. His service with 2/8 took him on numerous deployments to diverse locations including Port-au-Prince, Haiti, Okinawa, South Korea, Greece, and even cold-weather training in Bridgeport, California. Demonstrating an unwavering commitment to duty, he extended his service to join the 1st Battalion, 8th Marines, Bravo Company, resulting in a deployment to the Mediterranean with stops in Spain, Italy, Malta, Africa, and other ports. Since leaving the Marines in 2004, David's life has taken a new direction. He built a family, finding joy in being a father to two beautiful daughters. Transitioning into the telecommunications industry, he's been dedicated to this field since 2006, currently working for AT&T. David's passion for aiding veterans shines through his involvement with various organizations. He co-founded the Communications Workers of America Local 3310 veterans committee, leading initiatives like "Operation Victory," which rebuilt homes for homeless veterans. Serving as president for the state of Kentucky for AT&T Veterans, a chapter of a national 501(c)(3), he and fellow veteran Gene Spear conceptualized a tiny home community for homeless veterans. In addition to this, David hosts the HomeFront Sitrep podcast, where he brings in 501(c)(3) organizations and veteran-owned businesses from around the country. Together, they share stories of giving back to their communities and fellow veterans. Don't miss this live stream on November 7th at 7 PM CST, streaming on all The MisFitNation social media platforms and YouTube @The_MisFitNation. Join us for an enlightening conversation with a true hero, as we delve into David's remarkable journey from a dedicated Marine to a tireless advocate for veterans and their well-being. #VeteranAdvocacy #MarineCorpsJourney #AdvocateForVeterans #MilitaryService #MisFitNationHeroes #VeteranStories #USMCVeteran #MarineCorpsJourney #MilitaryService #InfantryLife #GlobalDeployments #VeteranSuccessStory #FamilyMan #TelecommunicationsExpert #CommunityService #VeteransSupport #TinyHomeInitiative #HomeFrontSitrep #VeteransPodcast#VolunteerWork #MilitaryTransition #LeadershipInAction #ServiceAboveSelf #InspiringVeterans #MakingADifference Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for an extraordinary session as The MisFitNation Show proudly hosts US Marine Corps Veteran, Joe Malone, a leading authority in personal safety consulting and violence prevention training. Drawing on his extensive service under the Marine Special Operations Command (MARSOC Raiders), Joe brings a wealth of combat-tested knowledge. With seven deployments to critical theatres including Iraq, Afghanistan, and Syria, Joe's experience is nothing short of exceptional. After dedicating 13 years to military service, Joe transitioned to launch Southern Cross, a training company committed to empowering everyday Americans with the skills and knowledge to safeguard themselves and their loved ones against violent threats. Joe's accolades are extensive. He holds a bachelor's degree in Homeland Security and Emergency Management, is an internationally board-certified Protection Professional (CPP) through ASIS, and boasts an array of certifications including EMT, Mobile Forensics Examiner, NRA firearms instructor, and more. Having trained thousands of citizens, law enforcement, and military personnel worldwide, Joe is a distinguished program content creator for Special Operations Digital Intelligence. He is also the author of "The Women's Safety Guide," an invaluable resource for personal safety. Today, Joe channels his expertise into customized training programs for corporations and individuals, empowering them to proactively prepare for and prevent violence. Don't miss this riveting episode with Joe Malone on November 5th at 7 PM CST. Tune in on all The MisFitNation Social Media platforms and YouTube @The_MisFitNation. #JoeMalone #MarineVeteran #ViolencePrevention #SelfDefense #CombatTraining #MilitaryService #PersonalSafety #PeerSupport #Veterans #CombatVeteran #Empowerment #TrainingPrograms #HomelandSecurity #EmergencyManagement #CertifiedProtectionProfessional #EMT #Forensics #RescueDiver #Leadership #Motivation #Podcast #HomeFrontSitrep #VeteranOwnedBusinesses #CommunityService #MisFitNationShow #RichLaMonica #HMG

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says confidence across all sectors in the equity market remains fragile. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says that fiscal support at the federal and state levels is reducing the odds of a recession. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, says the urban warfare environment in Gaza poses major challenges to both sides. Terry Haines, Pangaea Policy founder, expects Congress to pass spending bills on Ukraine, Israel, and the Southern border before the end of the year. Tiffany Wilding, PIMCO Economist, North America, says the Fed may opt for future rate hikes.  Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance Full Transcript: This is the Bloomberg Surveillance Podcast. I'm Lisa Abramoids along with Tom Keane and Jonathan Ferrow, joining us each day for insight from the best in economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal and the Bloomberg Business app. Lori Kelvacina joining head of US Equity Strategy to RBC Capital Markets. Do you agree with that that when you look under the hood, you're seeing massive breakdowns that are reflective of a great deal of pain that people really gloss over. I think that's fair, Lisa. I mean, I think Jana hit the nail on the head when she talked about small caps making a new low. I always tell people about small caps, even if you can't buy them, they tell you a lot about what's going on in the broader market. And I think what's going on is that they're really taking the brunt of the pain as regards to the big increase in tenure yields that we've seen now. Of course, the tech stocks and the cap part of the market are getting knocked around by that as well. But small caps, it doesn't matter to how many charts I can show people suggesting that the balance sheets are not that bad. People simply don't want to hear it. And there's a view that small caps are simply not going to be able to weather the storm that's created by the surge and interest rates, whether it's ten year yields or fed funds. And again, I have so many charts, Lisa that I've been showing people for the last six months saying, hey, small caps have done a good job of shifting towards long term debt, the variable rates down, the weighted average maturities are really not that bad on average about four and a half years. People simply don't want to hear it, Lisa. There's just been a long adage that small caps don't weather higher interest rates very well, and I think that's one of the big reasons why they're getting punished right now. Laurie, can you talk about sector performance within the small caps sectors, because I do think that the sectors are telling an interesting tale in small caps that maybe we're not picking up in large cups. So if you think about you know, think about it. From evaluation perspective, I will say that most sectors in small cap look cheap relative to their low large cap counterparts. But where it gets really interesting is on some of the cyclical sectors. So it's not just small cap financials that are dragging down the rustle two thousand from evaluation perspective. Healthy sectors from a fundamental perspective, like industrials, also look pretty cheap relative to large cap. In the small cap space, consumer discretionary stocks really look kind of left for dead if you look at valuations there. They're deeply, deeply cheap, and they were actually really down around recession type flows last summer. So we're really seeing that pain very very widespread. And given we are in the midst of earning season, is there anything that you're getting out of earnings that maybe is not getting picked up by the markets, considering the markets are so captivatd like what's happening in these macro indicators, So I think people are really misunderstanding what's going on with inflation moderating and what that does to companies. One of the things that we've seen when we compare our numbers versus the street consensus and we actually, you know, we use the Bloomberg data to monitor the street consensus and it does a really good job of articulating how margin expansion is baked into a number of different sectors next year. Well, in my modeling, we actually don't have margin expansion. We kind of have margins going back to twenty twenty two type levels. And one of the reasons why is that we don't give margins a big benefit from sliding inflation. We simply haven't seen a justification to do that in our back test. And when you go through all the transcripts, what we're really noticing is that companies are picking up on this. So the pricing discussion has simply gotten much much swishier, and companies are saying it's going to be a softer pricing environment. Of course, there are a couple that are out there saying they're going to raise prices to infinity and beyond. That's not really the norm here, And what we're really seeing is that companies are acknowledging that they're not going to have an excuse to push these prices through as the cost environment moderates, and so we're not going to necessarily see this big boon to margin expansion simply from cost coming down and prices staying high. And I think that's really what's embedded in a lot of street assumptions for next year. The Laurie I'd like to build on what Gina was referring to about sectors and specifically sector dispersion amongst large cap names, right. I mean it's usually out of ties sturn periods of distressed I'm thinking two thousand and two thousand and eight. Yet sector dispersion has been very high since the pandemic started. I mean, I wonder what you take from that. I mean, certainly we look at some of the interest rate sensitive sectors and how they've underperformed. I mean, is that going to continue? I mean, what's it going to take to kind of get these correlations the right way? So I'll tell you Damian what I feel like I've noticed in the sector data over the last couple of months. And this is looking at the S and P five hundred specifically, But it feels like anytime there's a part of the market that gets a little bit of leadership, it can't sustain it for that long. And I've described it as you know, sort of this sniper that goes out. Anything good we have just gets taken away. And we saw you know, utilities, you know, for example, was having a really nice moment late in the summer and then all of a sudden, just the bottom fell out. We've also seen energy just really kind of lose that luster, and I think the problem is that the market is losing confidence in any one narrative. We really can't get a rotation going because, on the one hand, tech stocks look expensive, they look crowded, they're earning stam it is starting to fade, and hey, interest rates are not usually a good thing for those stocks, so that's starting to take a toll. But anything the market wants to rotate into just can't seem to maintain its footing for all that long from a fundamental perspective either. So it's just been a real struggle, I think, both to find something to generate intercremental excitement in the market and to really allow that rotation to play out. Well, Laurie, I'm so happy you managed you mentioned utilities, because it's been utilities and consumer staples, those traditionally low beated, defensive sectors that have underperformed. I'm wondering, you know, how do you position defensively in today's market, so I think it's very tough. I've actually got an underweight on consumer staples. I'm neutral on utilities. I'm overweight healthcare. That one's had a tough time getting going as well. But to me, it's got the nicest combination of decent valuations. At least until recently, it's had strong earnings revision trends. We've seen the medtech space sort of take a little bit of a hit, and there's been a concern about the weight loss drugs that emerged. I've been trying to tell people that happened at a time when the medtech stocks looked like they were kind of over their skis from earning revision perspective anyway. But if you look in other areas like pharm a biotech, if you look at the providers in services space, you have a really nice kind of ramp up in earning provision trends that feels like it has more room to run. It's not a perfect story by any stretch, but other than the weight loss drugs, it does feel like it has less macro hair than say, utilities and staples. With staples, I will tell you my analyst is starting to feel a little bit better there, just based on the fact that we did have this big sell loss from the weight loss drugs and valuations, I will admit to you are pretty compelling, but I do continue to worry about that sector from just a pricing perspective. I think it's right at the sort of center of the storm I mentioned in terms of not being able to pass through higher prices for much longer. We're seeing those companies actually really talk about how consumers are pushing back. Laurie, What does it tell you that you can have the right idea in terms of the solidness of a corporate balance seat, that you can have the right idea about historical valuation, and that investors just won't bite that it doesn't actually work in trading practice. I think it tells you that, you know, so, whether it's the Middle East, whether it's interest rates, we're in a sentiment driven market at this point in time, and confidence is just very, very fragile. One of the things we've talked about, Lisa a lot this year is how twenty twenty two, twenty twenty three has felt a lot like twenty ten, twenty eleven, and two thousand and two two thousand and three, which were kind of messy extended post crisis normalization periods. I lived through both of those as a strategist, and what we saw was that confidence was just very fragile. There was a constant fear of the next skeleton coming out of the closet and blowing things up, constant fear of tipping into another economic downturn. And I think that's the environment we've been in recently, and so anytime we have issues that come up, there's just not a lot of confidence that either companies or management teams, or the market as a whole, or the economy is going to be able to weather the storm. And that kind of felt like it was easing over the summer, but I feel like we're getting sucked right back into that messy normalization period again where confidence is low. Laurie Kevesy, No of RBC Capital Markets, thank you so much for being with us. Andrew Sheets, global head of credit research at Morgan Stanley, is going to be on tender hooks parsing through all of this. What's most important for you this week? Thanks? So. I think several things are important. I think that confirming that the FED is pausing, and we do think that the FED will not raise rates, and that that can kind of further reinforce the idea that they are done raising rates for this rate cycle, which we think is important for generating and stabilizing bonds. And I think the earning season remains very important. I mean, again, you had this kind of interesting dynamic where so far the underlying reported earnings are pretty decent, but the guidance has been disappointing. The market's reaction to that has generally been to punish misses pretty severely, and we've seen quite a bit of idiosyncratic risk coming out of earnings single stock risk, which also matters. So those are two things that are at the top of our list. You also mentioned at the top of your list that fiscal policy is key across the US, across Europe, across China. Fiscal policy is playing an elevated role in market dynamics this year. Tell us about your views on fiscal policy. So, I do think the fiscal story is really interesting one that affects the US, it affects Europe, it affects China, and so you know, we focus on it in a couple of ways. I mean, my colleague Chetanaya, who's are head of Asia Economics. Yous just some great charts that show just how much fiscal policy in China and the US have diverged, where China's been tightening fiscal policy while the US has been loosening it. We do think that in order to get more bullish on China, we do need to see a larger response, a larger fiscal response than what we've seen so far in the US. I think the real key is how much can the States pick up the slack on the fiscal response side. I think there's a lot of focus, a lot of right focus on you know, we have these large deficits, these unusually large deficits in the US relative the strength of the economy. But if you go below the surface, the state and municipality spending actually holds up pretty well on our four pass over the next twelve months, and that keeps we think, the US economy out of recession and stable, even as federal spending pulls back a bit. But I think that's also really important and really important of how you can get a soft landing even with so much fiscal support from the federal government. In the rearview, mirror, and then how does this fiscal landscape actually impact your corporate credit strategy. I mean, obviously, as an equity investor, we're sort of engaged in this conversation somewhat, and there is a concern in the equity universe that some crowding out may occur as a result of these extraordinary deficits in high yields. Are you seeing any evidence of that? Is the fiscal landscape impacting your corporate strategy at this point? So? I think so far, ironically, you know what's been happening on the fiscal side, as I think been helping credit, and I think that's an absolute and a relative case. And in absolute terms, the fiscal support at both the federal and state level, I think as reducing the odds of a recession, is supported the economy and that's kind of obviously helpful for credit. But I think also in a relatives I think something that's been weighing on treasury markets has been the income. The carry is low because the curves inverted, you get paid more to hold T bills than extending out the curve. And then supply has been very heavy, or expectations of supply are high. And then if you look at the corporate credit market, it's kind of the other way around that the carry on corporate credit is positive, the credit curve is positively sloped, and issuance has been really undershooting expectations as companies, which I think have more flexibility than the federal government to issue or not are looking at these yields and we think are saying this is expensive borrowing. We're going to try not to do it to the extent we can. So you've seen less supply on the corporate market, especially the investment grade market, which we think is a relatively positive technical supporting that market. Andrew, if you go back to call it late June early July, I think you'd be hard pressed to find one fixed income asse class that was down on the year. But now we look at it and it's a completely opposite pit story. Here. The one asset class that stands out to me that is still up on the air as US high Yield. I'm curious to hear your thoughts on that, what's keeping it up and whether or not to consistain its current performance. So that's that's a great point. I mean, I think US Highield has been pretty remarkable in terms of how well it's hold up on a relative and absolute basis anything. I think with hindsight, it's been helped by the fact that yield's been rising, and generally investors, you know, look to high yield is actually a better performing historical sector and in rising yields at somewhat shorter duration. And then you've seen relatively little supply out of that market, especially because it's been so expensive for these more levered issuers, and so that's also helped technicals. But you know, going forward, and I think this has been a really key part you mentioned earlier on the show. You know, you look at what's happening at breadth in the equity market, you look at the underperformance of small caps relative to large caps, and I think that's still actually a relatively troubling signal for the future performance of high yield. I think if the equity market is saying, look, we're we're getting incrementally more cautious on smaller, more levered, more cyclical stocks, as long as that's happening, I think it's much it's hard to see the catalyst to drive further compression or more compression on spreads. So we think spreads decompressed from here. We think that there's already a lot in the price of high yields relative performance, even if we avoid a recession in the US, which remains our base case. Just quickly, Andrew, how concerned are you the Japanese buyers, in particular big corporate debt buyers in the US are going to pull back, especially with some of the adjustments we're expecting from the Bank of Japan. So we think that risk so far is moderate, but we do have to watch it. Again that the return on a hedged basis for a Japanese investor in the US corporate credit is not good, so we do need to watch that. We do need to see still if the flows on an unheedged basis continue. Our base cases that they do, but I think that's something subject to what we might see this week. Andrew Sheets of Morgan Stanley, thank you. There hasn't necessarily been the hardline escalation that some people were expecting with the ground invasion. Joining us to understand all of this is Elliot Akerman, someone with on the ground moots on the ground experience in Fallujah, US Marine Corps veteran, former White House fellow and co author of the twenty thirty four a novel of the Next World War. I hope we are not entering into another World War, Elliott Akerman. I want to get your sense of what you make around the fact that we have not seen a greater escalation and what the chances are for that at this point based on the measures taken. Well, I think what we've seen is very deliberate military movements on the part of the Israelis. I mean, pretty soon, we're going to be a month since the October seventh attacks and we haven't seen them rush headlong into Gaza. And then we've also seen the United States take measures by moving two carrier battle groups and other forces into the Mediterranean to dissuade the Iranians or Hezbolah from coming in from Lebanon and to the north of Israel. So this counter offensive is playing out in a really deliberative manner, and I think that so far we're seeing that that is stopping this war from turning into a regional contagion. Yet it does seem that most of the rhetoric or statements coming out of the region, Elliott, are about the war really continuing or at least get getting started. The ground troops really getting busy now, which would suggest that there's not a lot of endgame in sight. It seems that we're getting going and the assumption is that this is going to take some time to play out. Is there any resolution in your mind in the near term or is this another war that we're going to contend with for an extended period of time and very similar fashion to what's going on in the Ukraine. I think there's a tendency when we look at wars is we focus a lot on the movements of ground troops in the real specific and that that's important, of course, but it's also important to hold in your mind at the same time, you know, the idea that war is politics. It's politics by other means, What are the politic politics of this situation? And this attack on October seventh was, you know, by all accounts, launched as a counter to the Saudis and the Israelis signing a peace deal, a peace deal that would disempower Hamas and put Aroan in a very difficult position in the region, and so by basically forcing an atrocity on the Israelis, Hamas forces an Israeli response that causes that peace deal to collapse. So that's what we're seeing right now. So this kind of poses an obvious question, which is who is the party that actually has the leverage at this point. You know, Israel doesn't have a ton of leverage because they have to respond Hamas is waiting for that response. I would say the people who have the most leverage right now are the Saudis. You know, if the Saudis were to turn around and start renegotiating this peace deal at any point, it takes away all of the leverage that Hamas and Iran have created. And I think we have to as much as where you know, there's a lot of discussion about the fatigue that the world is going to have when we start seeing the Israeli military operating in Gaza and the civilian death toll. I think there's also some fatigue that the Arab world probably has with the Palestinian question, particularly in the context in which Hamas is inflaming tensions and could we see possibly a peace resumed out of the Arab world on this question, Elliott, your former marine five tours of duty in Iraq and Afghanistan. The one question I have for you is these tunnels underneath Gaza. How do you infiltrate these tunnels? I mean, what does that look like? I mean, I'm just curious, like, is there any precedent for that? Well, I mean there is historical precedents for that, But I can't emphasize enough just how challenging that operating environment is. You know, a major urban center is the worst place that you want to be fighting. The closest analogy I can come up with based off of my experiences in Fallujahs, it's like being in a knife fight in the phone booth. Everything happens at very close quarters and very very quickly, and many of the high tech weapons systems that armies like ours and like the Israelis Army are invested in they become much less effective because of the close quarters natures of the fighting. And these tunnels make it extremely complicated for the Israelis because they have to go in, they have to map out these tunnels, figure out where they are, and you also have hostages that are being held with these tunnels. So at the tactical level, you couldn't have posed a more challenging problem to the Israeli military. I don't believe it's insurmountable, but it's going to make it very, very slow going, and it forces them to act extremely deliberatively, which I think we've seen so far. Well, you said that it's not insurmountable, and I want to really develop that point a little bit because there are a lot of people saying, what does it mean to beat Hamas ken Israel win this war? What does winning look like? From your vantage point? What does winning look like? Again? I think winning at least is the Israelis have defined it is the destruction of Hamas and then some normalization or stasis in security in the region so Israelis can continue to live in all parts of Israel and southern Israel in particular. Now, when it comes to destroying Hamas, you know that is you know it's going to take some work, but that is tactically viable. I think the question is now, what do you do in Gaza? And do you face a protracted insurgency in Gaza? And I think when it comes to this idea of normalizing relations in the region, that's when we start to get into questions of diplomacy. You can Israel and can Arab partners negotiate with whatever the inheritors are of Hamas. Whatever that palaestin and the authority is to create stability in the region. We haven't gotten there yet. But again, you know what I'm seeing is we shouldn't underestimate the fatigue that also exists in the Arab world with this conflict, because it seems that the war was predicated on Hamas blowing up the best chance for peace that it ever existed. You talked about how Saudi Arabia arguably has the most leverage in all of this. We do have a Saudi official coming to Washington, I believe this week Axios was reporting. I'm wondering what the goal is among some of the Arab nations that have the leverage, have the power. I'm thinking, yes, Saudi Arabia, but also maybe to a lesser extent cutter and also the United Arab Emirates. What do they want? I think they want to live in a region that isn't played by this systemic war in Israel between the Israelis and the Palestinians, to allow peace to finally break out in the Middle East, and to live in a region in the world that isn't When it's spoken the Middle East, we don't immediately think conflict war in a place where security isn't assured, that maybe the Middle East can start to look a little bit more like Western Europe. I think that is probably what they want. I think that's what everybody wants. And again, I think we shouldn't underestimate the fatigue that exists on all sides of this conflict. Just twenty seconds. Do you think that their goal is for Israel to survive or not to survive? I think their goal is for Israel to survive, Elliott. I think it's I think it's difficult for them to say that, but yes I do. Elliot Ackerman, thank you so much for taking the time joining us now. Terry Haynes, founder of Pangea Policy, I want to start with Mike Johnson what we heard out of him over the weekend. How surprised were you to hear some of his points that sound very much like a playbook that comes for another time. Well, I wasn't a bit surprised. Acshually, I've been writing for markets for weeks that the strategy that would get pursued is, you know, breaking all these pieces apart instead of have you know, instead of Biden's idea that they should all be rolled up together. I think what markets ought to notice too, though, is what Johnson doesn't say. What Johnson doesn't say is he's four square against Ukraine Aid. Ukraine Aid shouldn't happen. That it won't happen, none of those things. You know. What we've got here. What I was always fearful about, and I think is coming true, is that this is going to become a fight about how all these things get done, these things being Israeli Ukraine aid, border security enhancements, and that's going to take up most of the rest of the year. But I do think they all get done in the end. So they get done. We continue to fund or support these two wars. Where do we cut spending in order to accommodate them, Well, we don't. Bottom line, we don't. You know. The good news and the bad news is really is that on book spending has really been consistent for the last decade plus, off book spending in our commitments, you know, whether it be to housing or to you A variety of other things that are kind of under the under the line continue to balloon. And that's a big problem. Washington has not yet gotten the memo from the markets that that that the markets, for the first time in forty years, are very concerned about rising debt, rising deficit, and rising US fiscal spending. There isn't a politician in Washington other than Biden himself that's ever heard markets be concerned about that. And you know, Biden's not in a position to care or do anything about it because he's beholden to his left wing who think that endless spending it is the right idea. Okay, so we keep spending. What about with China. There's a lot happening with China this week, which is interesting considering so much happening geopolitically around the world, and yet China Taiwan is lingering in the background. Tell us your views on what's happening with China? Is their meaning behind the meetings this week that we should be reading into, well, Gina, as you know very well, the you know, every time the markets here anything good from a US China perspective, and the a one is the prospect that Biden and President Ju Chiming might might meet on the sidelines of the APEC meeting next month. Uh. You know, the markets think this is a good thing, you know, but in reality, what they've been very China has been very blunt about is really through the National Security Law, through kicking a lot of Western accountants out, UH, now through UH providing through a conference this week more evidence of state control in a variety of areas in financial services. UH is a world that you know, as you all talked about in the last hour or so, where China looks increasingly uninvestable, and so I think the UH, you know, they've kind of the cats out of the bag on China, and even markets are starting to figure out that that there's not going to be any kind of long term rapprochmont between the US and China. The best we're going to get is a situation where the where the competitor and the clashers understand each other well enough not to take the next step into a rising yet again geopolitical risk. Terry former Vice President Penance pulled out of the twenty twenty four election this past weekend. You know, Trump leads the polling in some of these early states. I mean, it's still early days, obviously, but I mean I'm curious, do you believe we're past peak Trump? Is there anyone else in the GOP who can even make a run at him. Well, you know, I'll stick to my earlier views that I think we're a little past peakd Trump. What you've got in the early primary states, Damien, is a situation where you know, the polls right now are basically fifty percent or in favor of Trump, which means fifty percenter against him. You probe into the Trump support a little bit more, and you've got another quarter to a half who can be convinced otherwise. And as you point out, it is very early days. We've got, you know, basically two and a half months before the first almost a quarter of a year before the first primary season. So you know, my advice to markets is really twofold one, stay cool on this till after the first of the year when you have some idea of what's going on. Number one, number two. I think what you do see as a continued winnowing down of the competitors. We're already basically down to three. We're down to Hayley, DeSantis and Tim Scott as the leading challengers. Pence understood he wasn't part of that, so he's very honorably bowing out early. But what you're going to get, I think is a consolidation that happens earlier and provides a much more unexpected from markets perspective challenge to Trump than is now thought. Terry Mike Johnson is Speaker of the House, but is he the leading voice for House Republicans? And you know where I'm going with this, right, I mean, you've got Scalise emor Jordan. I mean, what happens to these to these gentlemen after their unsuccessful runs for Speaker of the House. You know, people people tend to view position new people in positions based on the people that were already there, So Mark, they're very used to that this strong speaker model, this kind of super majority leader position, whether it be Nancy Pelosi or McCarthy or you know, John Bayne or somebody else. In reality, what you've got with Johnson as a situation where the party regulars Scalise Emmer Jordan are more empowered now than they were before and they're really going to be leading the party much more than Johnson. That said, you know, one of the things Johnson also said on the Sunday shows, which bears underscoring, is that you know, they're looking much more seriously at extending government funding beyond November seventeenth than they would have been, say a month ago. So you know, so I have accordingly put my own odds back down to about forty percent. But I think the political situation's volt and I'll be ready to put him back up again, you know, if and when the Republicans fall apart, just quickly. Here we're talking about the Republican side and the nominees for the election. Why was Gavin Newsom in China ostensibly to talk about economic ties and all the rest. Really what he's doing is trying to do what he can to burnish his foreign policy chops. You know, there's a lot of sharks in the water now, and wouldn't surprise me if Biden's feeling like a ramorra a little bit and should they falter. And you saw evidence of that even with Vice President Harris' sixty minutes interview last night. But you know, Newsom wants to put him out out there as the alternative, himself out there was the alternative. Republicans would love that, because Newsom wouldn't get a vote outside the solidly blue states. Terry Haynes and PANGEA Policy, thank you so much. Joining us now is Tiffany Wilding, economist and managing director at PIMCO. So glad to have you on the show. We were talking earlier and Gina made this great point about how she thinks the pain trade is actually to the upside in equity markets. Things go better than expected, earning's coming stronger than expected. Is it the same with economic projections that the economy, if it reaccelerates, that's almost the pain trade right now, given more people are situated. Yeah, I mean, I think some of that has been quote priced into the economics, communities forecasts. I mean, you saw many economists that were penciling in a recession earlier in the year, you know, and obviously if you look at the consensus numbers, those have come up. I mean, certainly that can continue. And it's definitely been a risk that we've been highlighting as well, you know, in particular the consumer. You know, it's certainly possible the consumer remains strong. The consumer did basically re accelerate their you know, their consumption and their purchases into the back half of this year. You know, it's a question of how interest rate sensitive the consumer is, and it's proving to be not that interest rate sensitive right now, which raises a question also, Tiffany, what's the connection between growth and inflation. Is there a sense that if growth accelerates, you can still see the disinflation continue that we've seen so far this year. Yeah, I mean, so this has been a point that we've been trying to really hammer home, which is that it really, you know, there'll be some continued disinflation as a result of you know, the fact that you're still getting you know, the product market side of the economy, so the side of the economy that was impacted by some of these supply chain snags. You're still getting some normalization there, but labor markets are incredibly tight, and you are still seeing a pretty decent amount of nominal income growth as a result of that labor market improvement. And so, you know, we think you probably still need some labor market softening in order to just get inflation, you know, kind of more truly back down to target. Yeah. So if you have an economy that's reaccelerating in a labor market that's strong, you know you should this services X shelter kinds of metrics that the FED is looking at, those probably will start to re accelerate. Tiffany, what is the most important economic indicator you're watching this week. You know, obviously the jobs number, you know, is going to be incredibly important. You know. Now there's going to be some noise around that because there is some strike activity. But I think you know, everybody's trying to figure out what the underlying trend in the labor market is. You know, and as I mentioned, you know, if growth, so the FED or Reserve needs to target growth that's under potential. So that call it like around one percent is what the FED is opening to target in order to cool the labor market off. You know, growth right now looks like it's running at two and a half three, so it is well above that, which suggests the labor market is going to remain strong, you know, so well, you know, obviously we'll be looking at that. The wage number within the labor market report is obviously going to be very important as well. But overall, you know, we've said, if the data flow continues to be as strong as it was in September, you know, certainly the FED is probably going to want to keep its options open to hike more. We think the SEP could maybe even take out cuts for twenty twenty four just to try to keep those financial conditions tight. And where do you think this? What is the impact on financial prices? Then, so you've got the Fed likely to pause, You've got data still coming in reasonably strong. What are financial markets to do with this kind of data? Well, you know, I think, you know, obviously, kind of good news should be bad news in some sense, right, because the Federal Reserve is trying to cool off the economy, and ultimately the way they do that is through tighter financial conditions, and whether that's you know, higher interest rates or you know, a decline in equities, you know, maybe wider credit spreads, all of those things. You know, that's how you cool off the economy. And so if the economy remains strong, you know, then that's what we need more pricing like that in order to cool things off. Tiffany, there's been a lot of focus on the quarterly refinancing announcement. You know, my question for you is a simple one. Is the supply story in US treasuries already reflected in the price? Yeah? I mean I think this is a key question, you know. Now, I think it's actually broader than the refunding. I mean, clearly Treasury has had a big refunding need. You know, they've been trying to increase coupons, you know, as a result of the fact that you know, they have this bigger need and they were really ramping up bills. Now they're moving into coupons. I think the bigger issue here is that good growth, better growth expectations, is actually increasing people's expectations for supply. And that's that's not that's counterintuitive relative to usual experience because usually you have higher tax revenues and you know that reduces financing need. But right now with you have central banks that can just continue to you know, reduce their balance sheet for longer, or you know, the Bank of Japan, which you know really pulls away from you know, from buying jgbs. That results in more expectations for supply globally, and that's increasing term premium. Yeah, you know, so I think that is going to continue with the refunding. I mean, Tiffany or you're right in the wheelhouse here talking about the crowding out effect from Japan to the US, I mean foreign buying of treasuries. Where does the demand come from the Feds no longer backstopping things, you know, talk to about demand for US treasuries on a forward basis, you know, who is that marginal buyer, who's that marginal risk taker? Yeah, I mean that's that's what everybody's trying to figure out, right And the problem, I think, well, one of the issues is is that, you know, you kind of go back to twenty fourteen, twenty fifteen, twenty sixteen, where you had a good amount of bond yields that were negative and really the US was the only game in town. Well, now with interest rates just across the world much higher, it's possible to you know, to get you know, positive yielding assets outside of the United States right now. You know, some diversification of portfolios as a result of that is probably reasonable, you know. So I think it is the question of who's the marginal buyer, But not only who's the marginal buyer, but what price are they willing to pay and what yield do they need to get in order to come back into the bond market. Tiffany Wilding of PIMCO, thank you so much for being with us. Subscribe the Bloomberg Surveillance podcast on Apple, Spotify and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern on Blueberk dot com, the iHeartRadio app tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always on the Bloomberg Terminal. Thanks for listening. I'm Lisa Abramowitz, and this is BloombergSee 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In this episode, Angi and Jay delve deep into  personal standards and their pivotal role in shaping our lives and ventures. We look at the correlation between the standards we uphold and our levels of tolerance across various our life arena's.  From the personal relationships and self-care to the professional arenas of business strategies and line-of-effort undertakings, we unveil actionable strategies that will set the stage for a elevation in standards.Weekly Wake Up Winner: Cory Asimus is a US Marine Corps Veteran and current Appleton Firefighter/Paramedic who is training to break the World Record for completing a full marathon with a 100lb pack on his back! This great endeavor will be attempted on Sept. 17th here at the Fox Cities Marathon. Firefighter Cory Asimus has finished the Community First Fox Cities Marathon at 4 hours 53 minutes BREAKING the world record for the fastest marathon run with a 100-pound rucksack! We are all so proud of Cory and his dedication and thank you to everyone who has supported his mission.Being a Veteran himself and seeing the new Cancer battle that our Post-9/11 Veterans are now facing has hit close to home, Cory wants to use his story for good and to raise money and awareness. Our goal is to raise funding to pay for and complete Galleri cancer pre-screening blood draws for Military Veterans who are now Firefighters or Law Enforcement here in Outagamie County. We have already raised enough funding to cover all 47 plus Veterans who work for the Appleton Police and Fire Departments, and we are now spreading this objective to the rest of Outagamie County. Obviously, if we can detect cancer when it is still Stage 1 or 2, versus Stage 3 or 4, the survival rate jumps significantly. Partnering with Recon Sniper Foundation's Project Vaspire316, a local non-profit founded by APD Officer Dominic Hall's wife, Jacole, ensures that all the funding raised will stay local and help local Veterans here in our community.Connect with Cory: Cory Runs for Vaspire316 | FacebookWelcome to the Do Hard Things Podcast with your host Jay Tiegs, Are you ready to amplify and improve your life? Then you are in the right place. On this podcast we have unfiltered conversation with inspiring people who take on challenges and share with us, the wisdom from their journey. We talk about how doing hard things adequately enable all of us to deal with life's struggles and challenges and ultimately improve the quality of our lives. Do Hard Things Link Tree: https://linktr.ee/dohardthings

Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset Management Chief Global Strategist, still sees inflation coming down. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, discusses the Israel-Hamas war. Michael Shaoul, Marketfield Asset Management CEO, sees some sort of yield curve control being brought into the US. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses Delta earnings. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

This month we will highlight parenting and partnering. Dr. Holmes heard Kate and Clark Webb present at the NeuroDiverse Love conference on parenting and thought this would be a good topic to bring to our listeners.Dan and Stephanie talk about parenting and partnering with fellow ND couple Kate and Clark Webb.Meet married couple, Kate and Clark. Kate is the neurotypical partner, and Clark is the neurodiverse partner. They have been married for 11 years and have two beautifully independent, strong, and opinionated daughters, ages 3 and 7. Clark received his ASD diagnosis in October 2020, and it has been an eye-opening journey of learning each other's point-of-view and tactics on parenting. Kate works professionally in the performing arts, and Clark is an auto technician, a special interest he chose to pursue after his diagnosis. Clark is also a US Marine Corps Veteran and completed 2 tours in Iraq before the age of 23.Together, they consider themselves a dynamic parenting couple that is ready to take on any challenge together and share their experiences with others.Social Media Links and other contact information:Instagram: @neurodiversecoupleEmail: neurodiversecouple@gmail.com

Sean Gobin is a US Marine Corps Veteran, outdoorsman and founder of Warrior Expeditions. After returning from war in 2012, he thru hiked the Application Trail (AT) and came to realize the power of long distance, self powered trips in the outdoors can have for vetrans. Brought to you by: Fishell Paddles - Makers of Fine, Handcrafted Wooden Canoe PaddlesTry a Fishell paddle and FEEL the difference. Each paddle is handmade by Greg Fishell at his shop in Flagstaff, Arizona. Will uses a Ray Special model, and outfits all of his trips with Fishell Paddles as well. Use code WILL at checkout for a free single paddle hanger w/ purchase of new paddle!SRE Outdoorssregear.comA family owned outdoor gear shop in Black River Falls, Wisconsin. Great gear, great prices, and unbeateable customer service. Subscribe now for more stories of adventure. www.buffaloroamer.comThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4764707/advertisement

Community Outreach with National Association of Drug Court Professionals (NADCP)Panelists:Will Delaney is a US Marine Corps Veteran and currently a LCSW CCTP for the US Department of Veterans Affairs providing intensive case management services that are designed to prevent newly housed veterans from re-entering homelessness.

Mike Salk on the first ever playoff game for the Seattle Kraken // Chris Sullivan on the Green River Bridge debacle // John Kleindeinst, US Marine Corps Veteran with volunteer opportunities // Matt Markovich on the police pursuit bill // Dose of Kindness -- A book drive for cancer patients // Gee Scott on Mayor Harrell's plan for reviving Seattle // New York Times investigative reporter David Fahrenthold with more in everything politicsSee omnystudio.com/listener for privacy information.

Join me as I talk to US Marines Veteran - Scott Medlin. Scott served from 2001 - 2007 as a radio control operator and deployed two tours in Iraq. After his service to our country, Scott served for an additional 15 years in law enforcement. Scott continues his journey today - as a motivational speaker in the law enforcement industry. Scott has a YouTube podcast called "The Code 10 Mindset" and is the author of several books - regarding mental health for our police officers. You can request Scott to speak or get in touch with him - through his website: www.TheScottMedlin.com or by email at: Scott@TheScottMedlin.com

Join me as I talk to Eric Ryan Anderson, an 8 year US Marine Corps veteran who took his love and passion for horses and guns, and created "Spirit Equine Therapy". After competing on Top-Shot, Eric started his own nonprofit organization that helps veterans struggling with Post-Traumatic Stress - find the HEALING POWERS that horses can deliver. If you would like to contact Eric and learn more about Spirit Equine Therapy, please call him at (352) 455-0803.

Episode 680 - Greg Kelly is a First Class Father, US Marine Corps Veteran and host of Greg Kelly Reports, on Newsmax TV.  He also hosts The Greg Kelly Show on WABC.  Prior to that, Kelly was the co-host of Good Day New York on Fox 5 for almost a decade. Before hosting Good Day New York, Kelly was an anchor and correspondent for the Fox News Channel. Kelly joined FNC in 2002 and went on to serve as a White House correspondent from 2005-2007. He has also covered the war in Iraq extensively, including four long-term assignments in Baghdad. Greg spent nine years as an attack pilot in the United States Marine Corps. He specialized in flying the AV-8B Harrier jet. During his military service he amassed 158 aircraft carrier landings and flew over Iraq in Operation Southern Watch, enforcing the United Nations-imposed “No-Fly Zone.” He is the author of a new book, Justice for All: How the Left Is Wrong About Law Enforcement In this Episode, Greg shares his Fatherhood journey which includes two daughters.  He describes the state of Law Enforcement today and the relationship between police officers and citizens.  He discusses the Memphis Police incident where five cops beat Tyre Nichols to death.  He talks about his new book, “Justice for All: How the Left Is Wrong About Law Enforcement” and gives some solutions on how to ease the tension between police and citizens.  He offers some great advice for new or soon-to-be Dads and more! Justice for All: How the Left Is Wrong About Law Enforcement- https://a.co/d/0OBYZWa My Pillow - https://mystore.com/fatherhood Promo Code: Fatherhood  First Class Fatherhood: Advice and Wisdom from High-Profile Dads - https://bit.ly/36XpXNp Watch First Class Fatherhood on YouTube - https://www.youtube.com/channel/UCCD6cjYptutjJWYlM0Kk6cQ?sub_confirmation=1 More Ways To Listen - https://linktr.ee/alec_lace Follow me on instagram - https://instagram.com/alec_lace?igshid=ebfecg0yvbap For information about becoming a Sponsor of First Class Fatherhood please hit me with an email: AlecLace@FirstClassFatherhood.com

This episode is my appearance on Casey Cheshire's Creating The Greatest Show podcast.  I thoroughly enjoyed the conversation. Casey Cheshire is a marketer, serial entrepreneur, and adventurer. He has been in EO for close to 10 years and counts his relationships as a key reason for his continued success. Casey's passion for podcasting led to him founding Ringmaster Conversational Marketing. Ringmaster helps B2B businesses launch podcasts that drive growth and revenue. Previously, Casey founded and ran Cheshire Impact for 10 years. It became the top Salesforce Pardot marketing automation solutions partner in the world before a successful exit in 2021. He is also a US Marine Corps Veteran where he served in the Infantry and deployed to some very hot climates. In his free time, Casey likes to skydive, climb mountains, and pretend to be a hungry bear for his two kids. Give it a listen and let us know what you think?   Podcast Hosts Jeff Roster Twitter https://twitter.com/JeffPR LinkedIn https://www.linkedin.com/in/jeff-roster-bb51b8/ Website https://thisweekininnovation.com   Brian Sathianathan Twitter  https://twitter.com/BrianVision Website https://www.iterate.ai   Podcast Website https://www.podbean.com/pu/pbblog-f8asf-af2782 https://thisweekininnovation.com   Apple https://podcasts.apple.com/us/podcast/this-week-in-innovation/id1562068014   Spotify https://open.spotify.com/show/2QDqTUnt6jebdRHbRzSTJN   LaunchPadOne https://www.launchpaddm.com/pd/This-Week-in-Innovation?showAllEpisodes=true   Listen Notes https://lnns.co/2QPSfnizE5K         #thisweekininnovation, #TRI22, #5ForcesOfInnovation, #podcast, #retailpodcast, #emergingtechnologies, #Retailers, #retail,  #retailindustry, #retailtechnology, #retailtech, #futureofretail,  

Welcome to Episode 54 - Dads, Family and Sport with Bryan Ward This week's episode is all about dadding; and helping me talk about everything fatherhood is Bryan Ward. Bryan is a proud father of 2 sons, a husband, US Marine Corps Veteran and the host of the Dad Up Podcast. He opens up about the traumatic entries his two sons had as they entered the world, including the incredible strength of his wife Andrea as she recovered from childbirth. Bryan also talks about coaching baseball and basketball, and how he navigated the dad/coach dynamic with his sons. It's a great chat to kick off 2023, with a lot of great takeaways for the dads tuning in. If you're keen to check out the links mentioned in this episode, here they are: Website: www.daduptribe.com Instagram: https://www.instagram.com/daduppodcast/ YouTube: https://www.youtube.com/channel/UC3YGCtoxbiOMR-fQAeNnxIw For more from Mindful Men, check out the website at www.mindful-men.com.au ***If anything triggers you from today's episode, please reach out to your support networks or seek professional help*** Cheers, Simon --- Send in a voice message: https://anchor.fm/mindfulmen/message

#suicide #mentalhealth #mentalillness #veteran #military #ptsd #alcoholic #desperate #husband #usmarine #drugaddict "The epic story of tomorrow can't be written if it ends today", Unknown Our encouraging and yet epic story of Tim Lodgen, a US Marine Corps Veteran, husband, father and friend who thought he could beat this drug addiction, alcohol addiction, attempted suicide and desperation for the last time! Check out Tim's story of you can do it! You can come out of this darkness. Believe me you can do it if I did it! This is Tim Lodgen in his own words, on Knockin' Doorz Down. For more on the Knockin' Doorz Down podcast and to follow us on social media https://linktr.ee/knockindoorzdown TALKING TABOO WITH TINA PODCAST is brought to you from YOUR BACKUP PLAN. YOUR BACKUP PLAN APP puts your life in 1-place in preparation of any unpredictable circumstance while taking the painful aftermath out of any tragedy! Whether you are a senior, retired, single, or have a family you will want to get this APP for yourself to be more organized! www.yourbackupplan.ca https://linktr.ee/yourbackupplan Our Media Kit: for Workshops, Speaking Engagements and Social Media: https://yourbackupplanapp.my.canva.site/ #podcast #blog #mentalhealth #mentalillness #lupus #autoimmune #lifestory #realpeoplerealstories #suicide #addictions #addicted #overdose #drugoverdose #tragedystrikes #storms #hurricane #flooding #earthquakes #disasters #covid19

Partner Hines VA Women Healthcare Panelist:Sonya Ebhotemen - is a US Marine Corps Veteran and Lead Peer Specialist at Hines VA Medical Center working Patient Experience. 

 Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran and Co-Author of '2034: A Novel Of The Next World,' says wars are escalatory by nature. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a "challenged" holiday retail season. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says bitcoin is just another risk asset. See omnystudio.com/listener for privacy information.

Lee Mariano is a speaker, author, motivational coach and the Owner of Alexidom. Alexidom is a multifaceted coaching service, centered around helping women increase their self-confidence, reclaim their personal power, and achieve their goals. Transformation is attained through compassionate coaches committed to inspiring others. Championing that principle here at Alexidom is our founder and CEO Lee Mariano. Lee is an author, speaker, business guru, and entrepreneur. With an impressive 23-year career as a C-Suite Executive and Senior Leader behind her, Lee is equipped with the dedication and insight needed to help clients transform their lives. She balances a passion for helping others with a deep sentiment for education, advocacy, and communal service. She holds a bachelor's degree in business management, is a bestselling author and a US Marine Corps Veteran. Lee is also a proud survivor of domestic abuse. She uses her experiences to help inspire women to tap into their inner truths, reinvent themselves, and begin again. She knows that each and every woman can choose the destination for their own future, and wants to help them get there. She is kind, compassionate, driven and dynamic. She is committed to helping women change their lives, reach their goals and achieve their dreams. Website: https://alexidomcoach.com Facebook PAGE: https://www.facebook.com/AlexidomCoaching Instagram: https://www.instagram.com/coachleemariano Email: info@alexidomcoach.com

Matthew Reed is a Military Historian, former Military Intelligence NCO, and War Veteran of Iraq and Afghanistan. He has also worked as an Intelligence Contractor for the U.S. Department of Defense at the Strategic and Tactical levels for over a decade in both Afghanistan and Southeastern Europe. He has expertise in matters of Military Intelligence Operations and Strategic Military Analysis as well as the Roman Empire and how their stunning successes contrast with our catastrophic overseas failures. Find out more about him here: https://tinyurl.com/5476cucd This is episode 210 of The MisFitNation, you will enjoy the chat with a lot of historical lessons All of our latest episodes and videos can be found here:   https://www.themisfitnation.com   This episode   YouTube:  https://youtu.be/8QmvaGSMBVk       Learn more about your ad choices. Visit megaphone.fm/adchoices

Partner National Nurses United Partners: Adelena Marshall - VA Mental Health RN Carolina Stewart - is a RN MSN-CNL worked for VA and daughter of a US Marine Corps Veteran. 

She Serves She Matters with She VOICES Coalition Partner Sistah Soldier Partner: Wanda Petty -  US Army Veteran and President/ CEO of She VET Inspire Panelist: Jennifer Arvin Furlong - is the Founder and CEO of Communication TwentyFourSeven and a US Marine Corps Veteran 

Casey Cheshire is a marketer, serial entrepreneur, and adventurer. He counts his relationships as a key reason for his continued success. He is a digital marketing thought-leader and marketing automation strategist who has shared his craft with thousands of marketing enthusiasts at industry events and trade shows across North America including Dreamforce and Connections. Casey's passion for podcasting led to him founding Ringmaster. Ringmaster helps B2B businesses launch podcasts that drive growth and revenue. Previously, Casey founded and ran Cheshire Impact which became the top Salesforce Pardot marketing automation solutions partner in the world before a successful exit in 2021. He is also a US Marine Corps Veteran where he served in the Infantry. He is also the creator and host of the Hard Corps Marketing Show. In this episode, he shares how we can create authentic relationships with our buyers and drive growth. Insights he shares include: Why do businesses tend to get stuck in their groove in terms of marketing How to cause disruption in a nicheWhy marketing needs a purpose.Why use podcasting as a means of marketingJustifying the use of marketing with revenue.How to build rapport and a sales conversationWhy Casey prefers using podcasts as a way to initiate sales conversationsCan the podcasting approach be scaledThe place content governance has in furthering sales conversationsand much much more ...

America's Heroes Group Roundtable with Partner (VETS) Veterans' Employment and Training Service Panelist: James D Rodriguez -  Retired 21 years US Marine Corps Veteran and U.S Department of Labor's Principal Deputy Assistant Secretary for Policy for Veterans' Employment and Training Service 

Rob Hyde is a US Marine Corps Veteran and business owner from Connecticut. He is currently running for US Senate.  In this episdoe, we discuss Rob's service in the Marine Corps, his volunteer work to help Veterans, and why he's choosing to run for Senate. 

On this episode of Vet Candy IRL, host Shannon Gregoire speaks with Paul Diaz, the Jack Reacher of the veterinary recruiting world.  Paul, a US Marine Corps Veteran, talks about his life, including bootcamp in Paris Island, and how he ended up becoming one of the top veterinary recruiters on the planet, with his company Hire Power Consulting. The two chat about the most ridiculous employment contract clauses and how to make smart choices when you do sign the dotted line.    We love you for listening!! Learn more about Paul Diaz at: https://www.hirepower.com Find an employment lawyer before you sign a contract: https://www.nela.org   ▷ LET'S BECOME FRIENDS!! 

Veterans from different eras often have very different transition experiences into civilian life. Chris Snell, US Marine Corps Veteran and a Veteran Service Officer for Brown County Government in Indiana, talks about bridging the gap between different veteran populations and making sure their needs are met. Chris joined the Marine Corps straight out of high school and deployed to Iraq twice during his first three years as an infantryman. He later joined the Foreign Military Training Unit (or FMTU) which later became the 3rd Marine Raider Battalion. He served in the Army Reserves for several years after leaving the Marine Corps, but is now focused on family life with his wife and five children and his work helping fellow veterans both in an official capacity and through active membership with various veteran service organizations.

Tony Crescenzo is the President and Chief Executive Officer of Intelligent Waves LLC, with the overall responsibility of leading the company's strategic growth initiatives with leading-edge innovation, executive management, leadership, and expansion into new markets.Tony is a veteran of the U.S. Marine Corps. He joined the Intelligent Waves team after serving as CEO of IntelliDyne, LLC since 2013. In his tenured thirty-plus years career, Crescenzo has held strategic leadership positions at Software AG Federal Systems, CACI, and Initiate Systems. He also served as President and CEO of Inline Software, and President and CEO of Illumitek, an SPSS spin-off. Tony was the founder and CEO of Analysis Frameworks, and a Partner at the Management Consulting Firm Achievence, where he led the strategy practice for clients in the federal market.Tony is a member of the Board of Directors of the Northern Virginia Technology Council and is the Co-Chair of NVTC's Veteran's Employment Initiative Foundation. Tony is a member and Chair of the Advisory Board of the Semper Fi Fund and a member of the Virginia Board of Trustees at The Nature Conservancy.Support the show

On this episode of Vet Candy IRL, host Shannon Gregoire speaks with Paul Diaz, the Jack Reacher of the veterinary recruiting world.  Paul, a US Marine Corps Veteran, talks about his life, including bootcamp in Paris Island, and how he ended up becoming one of the top veterinary recruiters on the planet, with his company Hire Power Consulting. The two chat about the most ridiculous employment contract clauses and how to make smart choices when you do sign the dotted line.  We love you for listening!! Learn more about Paul Diaz at: https://www.hirepower.com Find an employment lawyer before you sign a contract: https://www.nela.org   ▷ LET'S BECOME FRIENDS!! 

Men in Chaos – Podcast Interview with Ben Killoy Calming the Chaos welcomes Ben Killoy, US Marine Corps Veteran, husband, father and host of two podcasts: “The Military Veteran Dad” and “The Business of Fatherhood.” He is also the author of a book called “The Five Steps to Achieving an Authentic Life.”   In this podcast, Ben talks about how men can learn to remain calm in the face of chaos. He challenges men to view Fatherhood in a whole new way by “Bringing every Dad Home.” This challenge moves beyond the deployment of soldiers back to their physical homes and families. Rather, Ben encourages all men to find a home inside themselves. By accessing a calm place within their own hearts so that they can help themselves, men can then help their families and their communities move through experiences of chaos.   The goal: To share Ben's story of chaos being a man, a father, a husband and a Marine. Ben also shares how he was able to develop tools and strategies to help himself and many other men access a calm place within their own hearts so that they can help themselves, their families and their communities move through experiences of chaos.   Introduction to Ben   Who are you now? Share your story of how you got to where you are now An overview of Chaos: “A state of disorganization, confusion, resulting from anything in our environment that throws us off balance, overwhelms or confuses us. Stereotypes (males, Dads, husbands, Military, leaders) What do men do when chaos comes? How to calm the storms? Do men get scared? (Internalizing fear) Other issues of chaos (“chaos of the heart, wired from a man”) Issues of chaos specific to men Understand and know where you are at (vs. finding the goal) Tools and strategies for men to access when in chaos GPS analogy: “We know where we are going, but without knowing where we are at, how can we start?” Part of calming the chaos is knowing where to start The legacy and the destination Ben's podcast https://www.militaryveterandad.com/podcast/ https://www.benkilloy.com/listen Ben's Website link: https://www.militaryveterandad.com/ and Benkilloy.com Listen shortcuts https://www.militaryveterandad.com/listen Book link: https://www.amazon.com/Five-Steps-Achieving-Authentic-Life-ebook/dp/B07FL9KF1T

Chris Albert is a trainer, entrepreneur and US Marine Corps Veteran. As host of The Warrior Soul Podcast, Chris delivers strategies and information to help the US Military Veteran Community. In today's show, Chris shares how you can pick yourself up after setbacks to achieve your personal and professional goals.

Jennifer Brofer is a hard-charging, well-organized, US Marine Corps Veteran (and current CA State Guard Officer), who has taken life by the balls and is creating a name for herself in Hollywood. I couldn't be happier with this interview! We talk about all kinds of things from her ten years with the Marine Corps, to moving out to LA and finding a family within the Veteran community. And, of course, we get a peek into what she does for herself to make sure she stays true to herself despite have literally a bajillion responsibilities. Find her on ALL of these Instagram pages, and give every one of them a follow! Right Face Productions: @rightfaceproductions Right Face Podcast: @rightfacepodcast Dick Talk & Mimosas :@dicktalk_n_mimosas California State Guard: @castateguard Pin-Ups for Vets: @pinupsforvets Veterans in Media and Entertainment: @vmeconnect Loft Ensemble: @loftensemble (Follow me too: @PaddricRyan @MoreThanJustBacon)

Amanda and Amber are two veterans that believe we all have a story to tell and they are here to tell that story! They are very passionate about bringing awareness to Veteran Suicide and Mental Health. They will be using this platform to bring continued awareness for this cause. They both strongly believe in veterans helping veterans and they can't think of a better way than this podcast to help spread that message.  In this episode they are talking to USMC Veteran, Brandon Prince.  He chats with us about both enlistments and finding his way as a wood worker.  If you would like to contact Brandon, he can be found on all the things at Deep South Creations, via email at deepsouthcreationssc@gmail.com, or at www.deepsouthcreationssc.com  We are looking for veterans that would like to participate in upcoming episodes. If you are a veteran and have a story, send us a message to veteransdrinkingvodka@gmail.com  www.veteransdrinkingvodka.com If you would like to support one of our chosen charity for this episode, they can be found at https://tilvalhallaproject.com/ or https://thefallenoutdoors.com/ If you would like to support our podcast, we have merchandise available at https://my-store-11474919.creator-spring.com/

Article: XV, hosted by Ryan Brazel, is attempting to bring both awareness and an end to 22 veterans committing suicide everyday. Ryan speaks to everyday veterans with everyday issues for veterans acclimating back into civilian life. **TWO PART EPISODE** Join us as Corporal Sears shares his journey of abandonment from his chain of command. Tim explains how he felt betrayed by his Chain for attempting to get mental help. And how the entire unit, as his brothers and sisters got out or rotated to a new unit, changed personnel to where he felt completely alone.  If you would like to contact Ryan, he can be reached via email at article15podcast@gmail.com  We are looking for veterans that would like to tell their stories. Please reach out to Ryan if you are interested in being a guest on Article 15.  If you would like to support Ryan's chosen charity for this episode, The Headstrong Project, they can be found at www.getheadstrong.org Please help support this podcast by checking out the merchandise store at https://my-store-11485342.creator-spring.com/ www.VeteransDrinkingVodka.com Article:XV is produced by Veterans Drinking Vodka Productions, LLC.

Article: XV, hosted by Ryan Brazel, is attempting to bring both awareness and an end to 22 veterans committing suicide everyday. Ryan speaks to everyday veterans with everyday issues for veterans acclimating back into civilian life. **TWO PART EPISODE** Join us as Corporal Sears shares his journey of abandonment from his chain of command. Tim explains how he felt betrayed by his Chain for attempting to get mental help. And how the entire unit, as his brothers and sisters got out or rotated to a new unit, changed personnel to where he felt completely alone.  If you would like to contact Ryan, he can be reached via email at article15podcast@gmail.com  We are looking for veterans that would like to tell their stories. Please reach out to Ryan if you are interested in being a guest on Article 15.  If you would like to support Ryan's chosen charity for this episode, The Headstrong Project, they can be found at www.getheadstrong.org Please help support this podcast by checking out the merchandise store at https://my-store-11485342.creator-spring.com/ www.VeteransDrinkingVodka.com Article:XV is produced by Veterans Drinking Vodka Productions, LLC.

Amanda and Amber are two veterans that believe we all have a story to tell and they are here to tell that story! They are very passionate about bringing awareness to Veteran Suicide and Mental Health. They will be using this platform to bring continued awareness for this cause. They both strongly believe in veterans helping veterans and they can't think of a better way than this podcast to help spread that message.  In this episode they are talking to US Marine Corps Veteran, Billie Jo Gillispie.  She chats with us about being a lady vet in a mans world and the struggles of being a touring comedian during COVID-19 shut downs. If you would like to contact Billie Jo, she can be found on Twitter @gillispiebj, Instagram @billiejogillispiecomedy, or TikTok @billiejogillispie. We are looking for veterans that would like to participate in upcoming episodes. If you are a veteran and have a story, send us a message to veteransdrinkingvodka@gmail.com  www.veteransdrinkingvodka.com If you would like to support one of our chosen charity for this episode, they can be found at https://tilvalhallaproject.com/ or https://thefallenoutdoors.com/ If you would like to support our podcast, we have merchandise available at https://my-store-11474919.creator-spring.com/

Joe Rizzo brings you baseball. Riz and "The Dawg" Jeff Healy did Tuesday Night Live, as the Yankees took on the Orioles and the Mets faced the Red Sox. While the games were going on with little incident, the guys broke into some serious critique of the structure of the Yankees roster. Riz & Dawg identified what they think are the critical flaws (not always in agreement). Riz came up with some ideas to revamp the outlook, and you're going to want to hear the proposals. Outlandish? The moves might sound like it, but there is a lot of reasoning behind what and how it could happen. Riz's Yankees potentially could look a world different with just a single player-for-player trade. Dawg kicked it off with Veteran of the Day. It was US Marine Corps Veteran and former MLB outfielder Rick Monday. Monday, while playing CF for the Cubs at Dodger Stadium on April 25, 1976, famously saved the American flag from being burned on the field. Monday still owns the flag. Please check out our sponsor, FMS Graphics (https://www.fmsgraphics.com), for all your print and promotional needs. Just give 'em a shot. After all, they gave US a shot! We need you to subscribe to the podcast! Please hit the SUBSCRIBE or FOLLOW button from wherever you get your podcasts. And check out DiamondDiehards.com! Interact: Website: https://DiamondDiehards.com LinkedIn: https://www.linkedin.com/company/diamond-diehards Facebook Group: https://www.facebook.com/groups/DiamondDiehards Twitter: https://twitter.com/DiamondDiehards Instagram: https://instagram.com/DiamondDiehards Watch, Listen Subscribe: iTunes: https://apple.co/2JzUd5e Spotify: https://spoti.fi/2KPgZq9 Youtube: https://bit.ly/3pBAvFE Facebook Page: https://www.facebook.com/DiamondDiehards Twitch: https://www.twitch.tv/diamonddiehards Stitcher: https://bit.ly/3rBzVt7

America's Heroes Group Roundtable with Partner Service: Women Who Serve Panelist: Diana Danis - US Army Veteran and A National Advocate and Activist on Women Veterans issues and lead Administrator of Social Media Service Women Who Serve

I'm joined by everyone's favorite guest Lorenzo Hunt! The Juggernaut has a fight coming soon and we'll catch up him to see how's things in his world. My second guest of the night is US Marine Corps veteran SSgt Todd Blevons. Lots to hear from this great American! This one is sure to be entertaining ladies and gentlemen! #bkfc #bkfc16 #knuckleup #toetheline #juggernautlyfe #beunstoppable #military #veteran #marines #marinecorps #army #navy #airforce #spaceforce Facebook @Mish'N Accomplished Instagram @mish_n_accomplished Instagram @thejuggernauthunt

The Sherman & Tingle Show - WDRV-FM Chicago

Bryan is first and foremost a family man and devoted father. He is a US Marine Corps Veteran, a basketball coach champion and an avid runner. Aside from this, he is the creator and host of Dad Up Podcast. He started the podcast as a way to inspire and encourage dads to be the best father and role model they can be for their kids and family. His podcast has inspired thousands of dads all over the world to step up and be the dad they are supposed to be. He has had the honor of meeting and interviewing high profile guests from celebrities to pro-athletes to business owners on their fatherhood journey. He is always willing to provide advice to dads that may be facing parenting struggles. His mission is to help change the family culture by improving and strengthening the bond between fathers and their kids. Bryan has been asked to speak at parenting conferences and has been featured on a number of shows and podcasts. Bryan can be found on Instagram @daduppodcast. There you can find his bio with a link to his show as well as his other social media platforms and the Dad Up merchandise store. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Shane Hannaford is a US Marine Corps Veteran, husband and father of three. Shane has received several awards for his service to the United States including Meritorious and Presidential citations and Purple Hearts. On this episode of Intentional Talk with LisaKay and Taylor, Lt. Col Raymond "Panther" LeGall joins the discussion along with Shane Hannaford to discuss how communities can partner with our servicemen, women and military veterans. Connect with Intentional Talk with LisaKay and Taylor at http://intentionaltalk.org/wp-admin/edit.php?post_type=podcast (http://intentionaltalk.org) and https://tvwithtlc.com/ (https://tvwithtlc.com/) Support Fellowship Power Lunch and our mission to honor our military veterans at http://fellowshippowerlunch.com/ (http://fellowshippowerlunch.com/) Support this podcast

Kevin Nicholson & Chris Lawrence join Corey DeAngelis and Matthew Nielsen to discuss how school choice narrows gaps for kids, parental involvement, accountability, and more. Kevin Nicholson is President, Founder of No Better Friend Corp, 2018 Candidate for US Senate in Wisconsin, and a US Marine Corps Veteran. Chris Lawrence is a parent of 3 school choice kids, conservative activist, and Program Dir. No Better Friend Corp. Find EFI online at EFInstitute.org, @EF_Institute on twitter, and Educational Freedom Institute on Facebook and other social platforms.

Greetings, SuperFriends! Today we are joined by Chris Albert. Chris is a trainer, nutrition coach, and podcaster. His show, the Warrior Soul Podcast, empowers US Military Veterans to live their best lives through tools, tactics, ideas, and strategies that he and his amazing guests provide. Chris is also a US Marine Corps Veteran, and he got his start in training and nutrition while he was working on his Ph.D. in Political Science at UC Santa Barbara. He then went on to co-found the world-famous Metroflex Gym Long Beach where he advised pro-bodybuilders and pro athletes on nutrition. Chris has had some crazy experiences around discovering his identity and his genetics, and around growing up without adult figures in his life, plus much more that I'll let him talk to you about in the episode. My goal for the episode was to get in the mind of a real-life warrior and figure out what we can learn about adapting a warrior mindset in our own lives. How can we embody more discipline? How can we reach our goals by staying true to that discipline, and what kind of things can we learn by someone who literally is a warrior and works every single day with warriors? I really enjoyed the episode which is always a good indication that you will as well. Enjoy! -Jonathan Levi

I had a chance to talk with Michael Broderick, a US Marine Corps Veteran and noted actor. I'm a huge of the True Detective series so having a chance to talk with Mike was an awesome experience. In this episode we talk about his journey to becoming an actor, how he's developed in his art, and the steps you should take if this is something you want to do as well. All that and more! Facebook: https://www.facebook.com/actormichaelbroderick/ Twitter: @m_broderick IMDB: https://www.imdb.com/name/nm1970374/   And go see True Detective Season 3 on HBO!   ___ Sponsors Clear Commo for all your podcast and audio book recording needs! www.clearcommo.com  The Java Can, an all in one ruggedized coffee brewing solution! www.thejavacan.com 365 Days of Survival https://amzn.to/2RXXWMJ

Yves Domingo is a US Marine Corps Veteran and CEO of MYKE Media, a company specializing Internet marketing for the food and beverage industry. In this hour we talk about the power of social media, emotional intelligence, and what takes to go from Military mindset to Sales mindset! www.facebook.com/mykemedia  www.mykemedia.com 

The Decision Hour: Episode 2!Special Guest, and US Marine Corps Veteran, Sam Cachola joins us to discuss why he made the "Decision," and how it has not only helped him, but how he has been able to help others at the same time!