Podcasts about Volatility

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Best podcasts about Volatility

Show all podcasts related to volatility

Latest podcast episodes about Volatility

Plan Today Own Tomorrow with Garry Thurman and Tyde McIntosh

On this week's show we will discuss investing for retirement and offer up tips. You want to avoid big mistakes on your retirement journey. We will highlight some biggies to avoid.  We have a few hypothetical case studies you don't want to miss. We'll go over the different scenarios and discuss possible outcomes.   If you have any questions about your own retirement contact Guardian Investment Advisors 800-517-1575. Retire, Save, Plan, 401K, Roth, IRA, TaxesSee omnystudio.com/listener for privacy information.

Volatility Views
Volatility Views 552: Fed Brings the Thunder

Volatility Views

Play Episode Listen Later Sep 22, 2023 51:37


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP WITH A BRIEF APPEARANCE FROM CO-HOSTS, ANDREW GIOVINAZZI AND MARK SEBASTIAN FROM THE OPTION PIT. BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX ANNOUNCED UPCOMING UVIX REVERSE SHARE SPLIT  WHERE WILL VIX BE NEXT WEEK

thunder views volatility vxx host mark longo
Markets Daily Crypto Roundup
Crypto Update | Ethereum Activity Lags Despite Network Upgrades, Altcoin Volatility Surprises

Markets Daily Crypto Roundup

Play Episode Listen Later Sep 22, 2023 6:55


Noelle Acheson, the insightful author of the Crypto Is Macro Now newsletter, delves into Ethereum's ongoing sluggishness despite the latest network enhancements. A recent report by JP Morgan analysts highlights a decline in daily transactions and active addresses, raising concerns about Ethereum's current state. Simultaneously, the cryptocurrency landscape takes an unexpected twist as meme coin Dogecoin displays lower 30-day historical volatility than Bitcoin, sparking discussions about market liquidity and investor sentiment in this dynamic crypto environment.Today's episode is sponsored by Kraken Pro.Today's Stories:Ethereum's Shanghai Upgrade Has Failed to Boost Network Activity, JPMorgan SaysDogecoin Beats Bitcoin in Price Stability Amid Crypto Trading LullCRYPTO IS MACRO NOW NEWSLETTER -From our sponsors:Meet the all-new Kraken Pro. The powerful, customizable, beautiful way to trade crypto.It's Kraken's most powerful trading platform ever - packed with trading features like advanced order management and analytics tools — all in a redesigned, modular trading interface.Head to pro.kraken.com and trade like a pro.Not investment advice. Some crypto products and markets are unregulated. The unpredictable nature of the cryptoasset markets can lead to loss of funds and profits may be subject to capital gains tax.-This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Michele Musso. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Late Confirmation by CoinDesk
MARKETS DAILY: Crypto Update | Ethereum Activity Lags Despite Network Upgrades, Altcoin Volatility Surprises

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 22, 2023 6:55


Noelle Acheson, the insightful author of the Crypto Is Macro Now newsletter, delves into Ethereum's ongoing sluggishness despite the latest network enhancements. A recent report by JP Morgan analysts highlights a decline in daily transactions and active addresses, raising concerns about Ethereum's current state. Simultaneously, the cryptocurrency landscape takes an unexpected twist as meme coin Dogecoin displays lower 30-day historical volatility than Bitcoin, sparking discussions about market liquidity and investor sentiment in this dynamic crypto environment.Today's episode is sponsored by Kraken Pro.Today's Stories:Ethereum's Shanghai Upgrade Has Failed to Boost Network Activity, JPMorgan SaysDogecoin Beats Bitcoin in Price Stability Amid Crypto Trading LullCRYPTO IS MACRO NOW NEWSLETTER -From our sponsors:Meet the all-new Kraken Pro. The powerful, customizable, beautiful way to trade crypto.It's Kraken's most powerful trading platform ever - packed with trading features like advanced order management and analytics tools — all in a redesigned, modular trading interface.Head to pro.kraken.com and trade like a pro.Not investment advice. Some crypto products and markets are unregulated. The unpredictable nature of the cryptoasset markets can lead to loss of funds and profits may be subject to capital gains tax.-This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Michele Musso. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Options Insider Radio Network
Volatility Views 552: Fed Brings the Thunder

The Options Insider Radio Network

Play Episode Listen Later Sep 22, 2023 51:37


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP WITH A BRIEF APPEARANCE FROM CO-HOSTS, ANDREW GIOVINAZZI AND MARK SEBASTIAN FROM THE OPTION PIT. BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX ANNOUNCED UPCOMING UVIX REVERSE SHARE SPLIT  WHERE WILL VIX BE NEXT WEEK

thunder views volatility vxx host mark longo
RotoWire Fantasy Baseball Podcast
Adjusting for Volatility in Projections

RotoWire Fantasy Baseball Podcast

Play Episode Listen Later Sep 21, 2023 50:45


Ariel Cohen advocated that Freddie Freeman should be a top-five pick this year due to his lack of volatility, and landed him in a number of leagues. He and Jeff Erickson discuss that concept of volatility, and how it applies for next year's drafts. Plus, Ariel addresses how to fix his Mets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Trader Merlin
Fed Day! - 09/20/23

Trader Merlin

Play Episode Listen Later Sep 20, 2023 51:24


The popcorn trade of the day was as predictable as ever! Volatility abound with the FOMC announcement and subsequent press conference. Today we will look at unemployment, GDP, inflation and much more! I'll also show some charts that have me scratching my head at what the Fed is thinking.   Send in your questions live starting at 2pm PT today!   #trading #futures #cryptocurrency #bitcoin #FOMC #inflation Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/TraderMerlin   Trading Applications used: #TastyWorks, #ThinkOrSwim #CliK, #TradeStation, #TradingView, #Barchart

Retire Young Podcast
#849- Investing and Trading Live. Fed day. Increased volatility expected at 1-130

Retire Young Podcast

Play Episode Listen Later Sep 20, 2023 3:07


Today is fat day with current rates at 5.5%. It looks like the Fed will pause increases. But you never know stay tune for 1 o'clock update.

Saxo Market Call
Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

Saxo Market Call

Play Episode Listen Later Sep 20, 2023 15:42


With the market waiting for central bank rate decisions this week we take a step back and zoom in other parts of the equity market. We discuss the several red flags in the Instacart IPO and the extremely elevated forward valuation of Arm which is three times that of the Nasdaq 100. Realized volatility has lately been very low in the US equity market and investors might begin considering adding some hedges to their portfolio which can be done in different ways, and finally we discuss the three most important earnings releases next week from Micron Technology, H&M, and Nike, with Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo

Lance Roberts' Real Investment Hour
When Your 90-Year Old Parent Moves-in (9/15/23)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Sep 15, 2023 46:10


(9/15/23) Predictions are for no more rate hikes for a while; UAW Strike is on: What do you do if you need a car now? How to plan for taking care of elderly parents. At what age are best financial decisions made? Financial literacy peaks at 54; " eureka moment" at 45. What happens when your 90-year old parent moves-in? How to talk about aging and finances: When it's time to take away the financial keys; planning ahead to avoid animosity. The documentation you need: Wills, Directives, TOD's, & Trusts; Fidelity FidSafe, online access to accounts. What do you do with all that junk...er, those heirlooms? SEG-1: The UAW Strike: What if You Need a Car? SEG-2: The Best Age for Making Financial Decisions SEG-3: How to Talk About Aging & Financials SEG-4: What Do You Do With the Junk? Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, Senior Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=eGPpBMhoPVE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2664s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here: https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What's Up with Inflation?" v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #UAWstrike #ElderlyParents #Eldercare #FinancialKeys #FinancialDiscussion #FinancialLiteracy #Markets #Money #Investing

Volatility Views
Volatility Views 551: Volatility Summits and Potential Surprises

Volatility Views

Play Episode Listen Later Sep 15, 2023 60:05


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT GUEST HOST: RUSSELL RHOADS, KELLEY SCHOOL OF BUSINESS, INDIANA UNIVERSITY BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX DISCUSSING THE LATEST DEVELOPMENTS FROM THE GLOBAL VOLATILITY SUMMIT HOW IS QUAD WITCHING IMPACTING VOLATILITY AND THE MARKETS RUSSELL'S WEEKLY RUNDOWN WHERE WILL VIX BE NEXT WEEK

The Real Investment Show Podcast
When Your 90-Year Old Parent Moves-in (9/15/23)

The Real Investment Show Podcast

Play Episode Listen Later Sep 15, 2023 46:11


(9/15/23) Predictions are for no more rate hikes for a while; UAW Strike is on: What do you do if you need a car now? How to plan for taking care of elderly parents. At what age are best financial decisions made? Financial literacy peaks at 54; " eureka moment" at 45. What happens when your 90-year old parent moves-in? How to talk about aging and finances: When it's time to take away the financial keys; planning ahead to avoid animosity.  The documentation you need: Wills, Directives, TOD's, & Trusts; Fidelity FidSafe, online access to accounts. What do you do with all that junk...er, those heirlooms? SEG-1: The UAW Strike: What if You Need a Car? SEG-2: The Best Age for Making Financial Decisions SEG-3: How to Talk About Aging & Financials SEG-4: What Do You Do With the Junk? Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, Senior Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=eGPpBMhoPVE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2664s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here:  https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What's Up with Inflation?" v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #UAWstrike #ElderlyParents #Eldercare #FinancialKeys #FinancialDiscussion #FinancialLiteracy #Markets #Money #Investing

The Options Insider Radio Network
Volatility Views 551: Volatility Summits and Potential Surprises

The Options Insider Radio Network

Play Episode Listen Later Sep 15, 2023 60:05


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT GUEST HOST: RUSSELL RHOADS, KELLEY SCHOOL OF BUSINESS, INDIANA UNIVERSITY BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX DISCUSSING THE LATEST DEVELOPMENTS FROM THE GLOBAL VOLATILITY SUMMIT HOW IS QUAD WITCHING IMPACTING VOLATILITY AND THE MARKETS RUSSELL'S WEEKLY RUNDOWN WHERE WILL VIX BE NEXT WEEK

The Real Investment Show Podcast
What's Likely to Trigger the Next Round of Volatility? (9/14/23)

The Real Investment Show Podcast

Play Episode Listen Later Sep 14, 2023 3:26


(9/14/23) Volatility remains exceptionally low, despite CPI and inflation news. The sell signal is now pretty deep. What could trigger the next round of volatility? An impending strike by United Auto Workers at midnight tonight, which would immediately affect used car prices, as well as impact Q4 performance; another potential government shutdown in October could impact economic growth; also, student loan repayments return in October, potentially pulling spending out of retail sales, which could also impact economic growth in Q4. The way forward is not clear, so pay attention to volatility. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton --------  Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel:  https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714782/WN_zCk25t5QThq7CG5NHH4UIg ------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #PriceCompression #MarketVolatility #UAWstrike #StudentLoanRepayment #GovernmentShutdown  #Markets #Money #Investing 

The Real Investment Show Podcast
What's Up with Inflation? (9/14/23)

The Real Investment Show Podcast

Play Episode Listen Later Sep 14, 2023 46:15


(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here:  https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing

Lance Roberts' Real Investment Hour
What's Up with Inflation? (9/14/23)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Sep 14, 2023 46:14


(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here: https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing

Sprott Money News
Volatility in September | Precious Metals Projections With Craig Hemke and Chris Vermeulen

Sprott Money News

Play Episode Listen Later Sep 13, 2023 20:21


In today's episode, Craig Hemke and Chris Vermeulen discuss the ever-shifting landscape of the financial markets. They delve into key assets like energy, crude oil, clean energy, and copper, shedding light on potential investment opportunities and the impact of rising interest rates on equities. While gold remains resilient and holds its safe haven status amid market turbulence, the discussion underscores the importance of understanding market dynamics and highlights potential trends that could shape the coming months. Watch the latest “Precious Metals Projections” now.

projections volatility precious metals chris vermeulen craig hemke
Options Boot Camp
Options Boot Camp 254: Volume Mysteries and Volatility Time Spreads

Options Boot Camp

Play Episode Listen Later Sep 13, 2023 30:58


On this episode, Mark and Dan hold court on: The behind-the-scenes plumbing of the options market.  They also tackle an intriguing approach to fading volatility using put calendar spreads.  and more...

The Options Insider Radio Network
Options Boot Camp 254: Volume Mysteries and Volatility Time Spreads

The Options Insider Radio Network

Play Episode Listen Later Sep 13, 2023 30:58


On this episode, Mark and Dan hold court on: The behind-the-scenes plumbing of the options market. They also tackle an intriguing approach to fading volatility using put calendar spreads. and more...

Futures Radio Show
Exploring Volatility with Kris Sidial | 0DTE Options, Tail Risk, and $VIX Calls

Futures Radio Show

Play Episode Listen Later Sep 13, 2023 51:02


What are the options markets telling us about the rest of 2023? Has the market gotten too complacent, setting us up for a possible market crash? Kris Sidial, a Volatility Expert, Tail Risk Hedger, and Co-CIO of the Ambrus Group, joins me today on the Futures Radio podcast to dive into everything you need to know. […]

Investing Simplified® | Chuck Price
EP 25 | Volatility in the Market

Investing Simplified® | Chuck Price

Play Episode Listen Later Sep 12, 2023 56:50


https://pfgwm.com/wp-content/uploads/sites/2/2023/09/Investing-Simplified-08.06.23.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That's why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment Matt Sudol, Wealth Advisor Email: mattsudol@pfgwm.com Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible! Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The Real Investment Show Podcast
When Bad News Spells Opportunity (9/12/23)

The Real Investment Show Podcast

Play Episode Listen Later Sep 12, 2023 46:17


(9/12/23) The markets have gone 95-days since any correction of at least 1.5%; today is Apple day: Where did the hype all go? Tomorrow's CPI report is expected to show inflation a tad higher, but not enough to trigger another Fed rate hike. Yet. Weakness in the Labor market is becoming more apparent. Options traders are piling into Zero-DTE's, essentially gambling on the market. Volatility has calmed, a precursor for higher volatility. The Fiscal Year for the Federal Government is coming to a close (again) with no budget since Bush was in office. Remembering how government spending used to be: One item, one bill (pre-WW2). Temporary mass-spending bills are now the norm. What does the threat of "Government Shutdown" really entail? There is no risk of debt default or SS non-payment. 5th Circuit Court rules on internet censorship and collusion between Biden administration & social media platforms to violate 1st Amendment. Dealing w mis-information; why opposing views are important. The "Global Warming" narrative has evolved into "Climate Change;" follow the money. Market futures; Raytheon's 16% drop on engine recalls; why it pays to be contrarian. Bad news can sometimes mean opportunity. SEG-1: Where'd the Hype Go at Apple? SEG-2: What Does a Gov't Shutdown Really Entail? SEG-3: What the Internet Should Be All About SEG-4: When Bad News Spells Opportunity Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=iEgjm3cLQEI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=14s -------- The latest installment of our new feature, Before the Bell, "Zero-DTE Options: Gamble or Good?" is here:  https://www.youtube.com/watch?v=JGF6yshrJ7s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Biggest Head-scratchers This Year" https://www.youtube.com/watch?v=Pm3PgLBY76g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=57s -------- Articles mentioned in this report: "Oil Price Inflation & Interest Rates. What Is The Link?" https://realinvestmentadvice.com/oil-price-inflation-interest-rates-what-is-the-link/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Apple #CPI #Raytheon #MarketVolatility #Options #GovernmentShutdown #Internet #1stAmemendment #ClimateChange #Inflation #Deflation #Markets #Money #Investing

Lance Roberts' Real Investment Hour
When Bad News Spells Opportunity (9/12/23)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Sep 12, 2023 46:16


(9/12/23) The markets have gone 95-days since any correction of at least 1.5%; today is Apple day: Where did the hype all go? Tomorrow's CPI report is expected to show inflation a tad higher, but not enough to trigger another Fed rate hike. Yet. Weakness in the Labor market is becoming more apparent. Options traders are piling into Zero-DTE's, essentially gambling on the market. Volatility has calmed, a precursor for higher volatility. The Fiscal Year for the Federal Government is coming to a close (again) with no budget since Bush was in office. Remembering how government spending used to be: One item, one bill (pre-WW2). Temporary mass-spending bills are now the norm. What does the threat of "Government Shutdown" really entail? There is no risk of debt default or SS non-payment. 5th Circuit Court rules on internet censorship and collusion between Biden administration & social media platforms to violate 1st Amendment. Dealing w mis-information; why opposing views are important. The "Global Warming" narrative has evolved into "Climate Change;" follow the money. Market futures; Raytheon's 16% drop on engine recalls; why it pays to be contrarian. Bad news can sometimes mean opportunity. SEG-1: Where'd the Hype Go at Apple? SEG-2: What Does a Gov't Shutdown Really Entail? SEG-3: What the Internet Should Be All About SEG-4: When Bad News Spells Opportunity Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=iEgjm3cLQEI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=14s -------- The latest installment of our new feature, Before the Bell, "Zero-DTE Options: Gamble or Good?" is here: https://www.youtube.com/watch?v=JGF6yshrJ7s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Biggest Head-scratchers This Year" https://www.youtube.com/watch?v=Pm3PgLBY76g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=57s -------- Articles mentioned in this report: "Oil Price Inflation & Interest Rates. What Is The Link?" https://realinvestmentadvice.com/oil-price-inflation-interest-rates-what-is-the-link/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Apple #CPI #Raytheon #MarketVolatility #Options #GovernmentShutdown #Internet #1stAmemendment #ClimateChange #Inflation #Deflation #Markets #Money #Investing

The Café Bitcoin Podcast
Hodl'er Mentality, Understanding Volatility, and What Makes You Bullish About Bitcoin? With D++, Gary Cardone, GoodGuyBiker, and Wicked - September 11th, 2023

The Café Bitcoin Podcast

Play Episode Listen Later Sep 11, 2023 119:34


We're joined by D++, GoodGuyBiker, Wicked, Joe Carlasare, Gary Cardone, and many others for an in-depth conversation about understanding Bitcoin volatility, the "hodl'er" mentality, and talk about some of their favorite products being built on Bitcoin today. We also discuss the $500,000 transaction fee that occurred over the weekend, and talk about other Bitcoin news. Timestamps: 00:00:00 “Café Bitcoin” Intro 00:01:01 Bitcoin $500,000 Transaction Fee 00:29:55 Response to Ripple Acquisition of Fortress 00:50:30 Favorite Things in Bitcoin with D++ 01:22:02 Understanding Volatility and Hodl 01:57:20 “Café Bitcoin” Outro Twitter Nests: Join (https://t.me/cafebitcoinclub) for Twitter Nests Swan Private Team Members: Alex Stanczyk Twitter: https://twitter.com/alexstanczyk Café Bitcoin Crew: Ant: https://twitter.com/2140data Tomer: https://twitter.com/TomerStrolight Wicked: https://twitter.com/w_s_bitcoin Peter: https://twitter.com/PeterAnsel9 Produced by: https://twitter.com/Producer_Jacob Free Bitcoin-only live data (no ads) http://TimechainStats.com“From Timechain to Cantillionares Game, you can find Tip_NZ creations at Geyser Fund:” https://geyser.fund/project/tip Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: https://swanbitcoin.com/yt  Download the all new Swan app!  iOS: https://apps.apple.com/us/app/swan-bitcoin/id1576287352  Android: https://play.google.com/store/apps/details?id=com.swanbitcoin.android&pli=1  Join us for Pacific Bitcoin Festival 2023! Purchase your tickets now before prices go up: https://PacificBitcoin2023.com  Are you a high net worth individual or do you represent corporation that might be interested in learning more about Bitcoin? Swan Private guides corporations and high net worth individuals toward building generational wealth with Bitcoin. Find out more at https://swan.com/private  Check out the best place for Bitcoin education, Swan Bitcoin's “Bitcoin Canon”. Compiling all of the greatst articles, news sources, videos and more from your favorite bitcoiners! https://www.swan.com/canon/  Get paid to recruit new Bitcoiners: https://swan.com/enlist Hello and welcome to The Café Bitcoin Podcast brought to you by Swan Bitcoin, the best way to buy and learn about Bitcoin. We're excited to announce we are bringing the The Café Bitcoin conversation from Twitter Spaces to you on this show, The Café Bitcoin Podcast, Monday - Friday every week. Join us as we speak to guest like Max Keiser, Lyn Alden, Tomer Strolight, Cory Klippsten and many others from the bitcoin space. Also, be sure to hit that subscribe button to make sure you get the notifications when we launch an episode. Join us Monday - Friday 7pst/10est every Morning and become apart of the conversation! Thank you again and we look forward to giving you the best bitcoin content daily here on The Café Bitcoin Podcast. Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: ⁠⁠https://swan.com/yt⁠⁠ Connect with Swan on social media: Twitter: ⁠⁠https://twitter.com/Swan

Flirting with Models
Dean Curnutt - The Reflexivity of Equity Volatility (S6E16)

Flirting with Models

Play Episode Listen Later Sep 11, 2023 78:19 Transcription Available


In this episode I speak with Dean Curnutt, founder of Macro Risk Advisors and host of the Alpha Exchange podcast.This episode is all about the nature of risk. More specifically, the endogenous risk that can manifest in markets. We discuss the crash of 1987, Long-Term Capital Management, the Financial Crisis of 2008, the XIV implosion of February 2018, and the 2020 COVID crisis.With these crises in mind, we touches upon topics such as reflexivity, crowding, risk recycling, and the evolving role of the Fed. Dean also shares his thoughts about the nature of risk, how it is woven into the fabric of markets, and why it seems like there's a crisis every 11 years.For those who love to think about risk and the nature of markets, this episode is for you.So sit back, relax, and enjoy this episode of Flirting with Models with Dean Curnutt.

Thoughts on Functional Programming Podcast by Eric Normand

In this episode, I introduce the volatility lens, which seeks to help us write code that deals with a changing world.

THINK Business with Jon Dwoskin
Volatility of Stock Market

THINK Business with Jon Dwoskin

Play Episode Listen Later Sep 9, 2023 21:26


Jeffrey Kamys has decades of experience working in the technology industry as well as the analytics field. Jeffrey is the Founder, Chief Investment Strategist & Portfolio Manager at Inherent Wealth Fund. Inherent Wealth Fund is the Investment Advisor to the iBET Sports Betting & Gaming ETF, the only actively managed sports betting & gaming ETF. The iBET ETF is a basket of stocks that represents the sports betting, casinos and gambling sector, including but not limited to: DraftKings, Penn National Gaming, Caesars, MGM and Wynn.  Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Jeffrey Kamys: Website: https://www.inherentwealthfund.com/etf/ibet/ Twitter: https://twitter.com/JeffreyKamys Instagram: https://www.instagram.com/docstats/ LinkedIn: https://www.linkedin.com/company/72065953/ Facebook: https://www.facebook.com/Inherentwealthfund

Stifel SightLines Podcast
Dates to Watch, and Volatility: Again, It's Time In, Not Timing the Market

Stifel SightLines Podcast

Play Episode Listen Later Sep 8, 2023 10:51


In this episode, we discuss data we'll be watching for the balance of the year, the potential for higher volatility, and a study reminding us that time in the market is better than timing the market. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

The Options Insider Radio Network
Volatility Views 550: Volatility Isn't Punching Us In The Face

The Options Insider Radio Network

Play Episode Listen Later Sep 8, 2023 60:14


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT GUEST HOST: BRIAN OVERBY - AUTHOR OF THE OPTIONS PLAYBOOK BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX EARNINGS VOLATILITY IN PLAY, GME, ORCL, ADBE DG LISTENER TESTING A LEAP PUT AND MANAGING W/ A FRONT EXPIRATION SHORT PUT IN UVXY WILL WE SEE 0DTE VIX OPTIONS SOON ANY GOOD CRYPTO VOL PRODUCTS WHERE WILL VIX BE NEXT WEEK

views volatility punching gme orcl vxx host mark longo
Volatility Views
Volatility Views 550: Volatility Isn't Punching Us In The Face

Volatility Views

Play Episode Listen Later Sep 8, 2023 60:14


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT GUEST HOST: BRIAN OVERBY - AUTHOR OF THE OPTIONS PLAYBOOK BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX EARNINGS VOLATILITY IN PLAY, GME, ORCL, ADBE DG LISTENER TESTING A LEAP PUT AND MANAGING W/ A FRONT EXPIRATION SHORT PUT IN UVXY WILL WE SEE 0DTE VIX OPTIONS SOON ANY GOOD CRYPTO VOL PRODUCTS WHERE WILL VIX BE NEXT WEEK

views volatility punching gme orcl vxx host mark longo
Stock Club
#174 Your Exclusive Guide to Wealth through Long-Term Investing

Stock Club

Play Episode Listen Later Sep 7, 2023 52:14


This episode is sponsored by Vodafone Business. V-Hub advisers are here to help you achieve your business goals. With specialisms across a range of digital skills, our advisers are ready to assist you with free support and guidance, so your business can thrive in the digital world.Check it out: https://r.vodafone.ie/v-hub-AdvisoryWelcome to Episode #174 of Stock Club with Michael O'Mahony, Anne Marie and Emmet Savage. Today, we delve into the world of long-term investing, a subject close to the hearts of finance professionals and investors.In this episode,we kick things off by exploring the concept of long-term investing and how it has evolved over the years. We discuss the power of generational investing and its potential to mitigate taxes. You won't want to miss Emmett's story of enduring 16 years of no returns, leading to a remarkable 25% compound annual growth rate (CAGR) from Microsoft since its 1986 IPO.We present 150 years of S&P 500 data to illustrate how the odds of losses decrease as the holding period increases. Plus, we introduce you to the coffee can portfolio, a stress-busting approach to long-term investing.We also shine a light on the shift towards short-term investing, dissecting the impact of events like the 2020 stock market frenzy and the emergence of brokerages like Revolut.Wrapping up, we share our favourite investment books, offering invaluable insights for successful stock market navigation. From Benjamin Graham's 'The Intelligent Investor' to Peter Lynch's 'One Up On Wall Street,' these are must-reads for aspiring investors.

Tech Path Podcast
1239. Bitcoin ETF Approved By October? Bloomberg Intelligence INTERVIEW

Tech Path Podcast

Play Episode Listen Later Sep 6, 2023 33:12


Jason Balchunas is a senior ETF analyst at Bloomberg Intelligence. He has been following the development of Bitcoin ETFs for many years and has been a vocal advocate for their approval. In a recent interview, Balchunas said that he is "still confident" that the SEC will approve a Bitcoin ETF, even though the regulator has delayed its decision on several applications.Balchunas cited several reasons for his confidence. First, he noted that the SEC has already approved a Bitcoin futures ETF, which is a similar product. Second, he said that the crypto market has matured significantly in recent years, making it less risky than it was when the SEC first started considering Bitcoin ETFs. Third, he pointed to the growing demand for Bitcoin ETFs from investors.Of course, there is no guarantee that the SEC will approve a Bitcoin ETF. However, Balchunas's confidence is based on the evidence and his understanding of the SEC's regulatory process.SEC's delay of decision on Bitcoin ETF applicationsThe SEC has delayed its decision on seven applications for Bitcoin ETFs. The decision was originally scheduled to be made by August 31, 2023, but the SEC has now pushed it back to mid-October.The SEC has not given a reason for the delay. However, some analysts believe that the regulator is concerned about the risks associated with Bitcoin, such as its volatility and its potential to be used for illegal activities.The delay is a disappointment to many investors who are hoping to get exposure to Bitcoin through an ETF. However, it is important to remember that the SEC has not rejected any of the applications. The regulator is simply taking more time to consider the matter.What to expect in OctoberThe SEC is expected to make a decision on the Bitcoin ETF applications in mid-October. If the SEC approves the applications, it would be a major milestone for the crypto industry. It would also make it easier for investors to get exposure to Bitcoin, which could help to drive the price of the cryptocurrency higher.However, if the SEC rejects the applications, it would be a setback for the crypto industry. It would also make it more difficult for investors to get exposure to Bitcoin, which could weigh on the price of the cryptocurrency.Only time will tell what the SEC will decide. However, the delay in the decision has created a lot of uncertainty in the crypto market. Investors will be closely watching the SEC's decision in October.

Fasting For Life
Ep. 193 - Make fasting easier by controlling blood sugar volatility & cravings | Common signs of metabolic dysfunction & how to improve them | How important are blood sugar & HbA1c for health & fat loss? | CGM & ways to understand your

Fasting For Life

Play Episode Listen Later Sep 5, 2023 34:00


***JOIN THE MASTER YOUR FASTING CHALLENGE THAT STARTS Sept 13TH, 2023! New to fasting or want to get back on track? Struggling to break through a plateau? Ready to finally stop obsessing about your diet? Let's kick off back to school and the end of summer with intention, habit-building, and fast-tracking your fasting results! We'll teach you how to FAST to LOSE FAT for good, and use 'fast cycling' to achieve uncommon results! Join us on Sept 13th for the Master Your Fasting Challenge!  REGISTER HERE! Click the Link for DATES, DETAILS, and FAQ!  Sept 13th CHALLENGE REGISTRATION LINK Get your FREE BOX OF LMNT hydration support for the perfect electrolyte balance for your fasting lifestyle with your first purchase here!   FREE RESOURCE - DOWNLOAD THE NEW  BLUEPRINT TO FASTING FOR FAT LOSS! Learn how to RAMP UP into longer fasting windows! Gain insights into the non-weight loss benefits of fasting! Personalize your own fasting schedule and consistent FAT LOSS results! Get answers to what breaks a fast, how to break a fast, and tips and tricks to accelerate your fasting wins!   THE BLUEPRINT TO FASTING FOR FAT LOSS DOWNLOAD   In today's episode, Dr. Scott and Tommy discuss the relevance of blood sugar for individuals without diabetes. How blood sugar levels affect energy, weight, hormones, mood, and long-term health, and emphasize the importance of addressing blood sugar issues early. They share insights about the impacts of intentional blood sugar spikes on cravings and overall well-being.   Show Transcript: www.thefastingforlife.com/blog   Nutrisense CGM LINK to Discount  - Get $30 off and one-month free dietician support with the PROMO CODE “FASTINGFORLIFE” www.nutrisense.io/fastingforlife Get 30% off a Keto-Mojo blood glucose and ketone monitor (discount shown at checkout)! Click here!   Let's continue the conversation. Click the link below to JOIN the Fasting For Life Community, a group of like-minded, new, and experienced fasters! The first two rules of fasting need not apply!   Fasting For Life Community - Join HERE   New to the podcast and wondering where to start? Head to the website and download our  Fast Start Guide, 6 simple steps to put One Meal a Day Fasting (OMAD) into practice!   Get our NEW sleep guide here! SLEEP GUIDE DIRECT DOWNLOAD   If you enjoy the podcast, would you please tap on the stars below and consider leaving a short review on Apple Podcasts/iTunes? It takes less than 60 seconds, and it helps bring you the best original content each week. We also enjoy reading them  

Flirting with Models
Gerald Rushton - Commodity Strategies (Trend; Carry; Congestion; and Volatility Carry) (S6E15)

Flirting with Models

Play Episode Listen Later Sep 4, 2023 48:14 Transcription Available


In this episode I speak with Gerald Rushton, senior member of the QIS Structuring team at Macquarie Bank.Our conversation largely revolves around commodity strategies, including thoughts on trend following, commodity carry, commodity congestion, and commodity volatility carry. Gerald argues that the latter three are particularly well suited to be paired with equity hedging strategies, and we spend quite a bit of time discussing the major design levers behind each strategy.Gerald also provides some insight as to how QIS desks have evolved over the past decade, why he believes QIS desks can provide unique edge, and the many ways in which they can customize mandates for clients.Please enjoy this conversation with Gerald Rushton.

Tech Path Podcast
1237. Crypto Market Crash | Altcoin Update

Tech Path Podcast

Play Episode Listen Later Sep 2, 2023 16:40


The crypto market has been volatile in recent days, with Bitcoin prices falling sharply. This volatility has been exacerbated by the SEC's decision to delay its decision on spot market BTC ETFs.The SEC's decision has disappointed many in the crypto industry, who had hoped that the agency would approve a spot Bitcoin ETF soon. A spot Bitcoin ETF would allow investors to buy and sell Bitcoin directly on a stock exchange, which would make it more accessible to mainstream investors.The SEC's decision to delay its decision is likely due to a number of factors. One factor is the recent volatility in the crypto market. Bitcoin prices have fallen sharply in recent months, and the SEC may be concerned about the risks of market manipulation. Another factor is the lack of regulation in the crypto market. The SEC may be concerned about the lack of oversight of the underlying markets, and how this could affect investors.The SEC's decision is a setback for the crypto industry, but it is not a death knell. The agency is still considering the applications, and it is possible that it could approve one or more of them in the future. However, the delay is likely to dampen investor enthusiasm for these products, and it could make it more difficult for the crypto industry to gain mainstream acceptance.The liquidation of hundreds of millions of dollars worth of crypto assets is a sign of the current market uncertainty. Investors are clearly worried about the future of the crypto market, and they are taking profits while they can.It is too early to say what the long-term impact of the SEC's decision will be. However, it is clear that the crypto market is still a volatile and risky investment. Investors should carefully consider the risks before investing in cryptocurrencies.Here are some of the possible implications of the SEC's decision to delay its decision on spot Bitcoin ETFs:The crypto market could continue to be volatile, as investors remain uncertain about the future of these products.Mainstream investors may be less likely to invest in cryptocurrencies, as they are not yet regulated by the SEC.The crypto industry could lose momentum, as it becomes more difficult for companies to raise capital.The SEC could face legal challenges from the crypto industry, as they argue that the agency is unfairly discriminating against cryptocurrencies.Only time will tell what the ultimate impact of the SEC's decision will be. However, it is clear that this is a significant development for the crypto industry, and it is one that will be closely watched by investors and regulators alike.

Tech Path Podcast
1236. Bitcoin ETF Delayed | What Now

Tech Path Podcast

Play Episode Listen Later Sep 2, 2023 17:32


On August 29, 2023, the U.S. Court of Appeals for the District of Columbia Circuit ruled that the SEC had erred in its denial of Grayscale Investments' application to convert its Grayscale Bitcoin Trust (GBTC) into a spot Bitcoin ETF. The court found that the SEC had failed to adequately explain its reasons for denying the application, and that it had not considered all of the relevant factors.This ruling was seen as a major victory for the crypto industry, and many analysts believed that it would pave the way for the SEC to approve other spot Bitcoin ETFs. However, on August 31, 2023, the SEC issued a statement saying that it would be extending its review period for all spot Bitcoin ETF applications. The agency said that it needed more time to consider the court's ruling and to assess the risks associated with these products.This decision has disappointed many in the crypto industry, who had hoped that the SEC would approve a spot Bitcoin ETF soon. However, it is important to note that the SEC has not actually denied any of the applications. It is still possible that the agency could approve one or more of these products in the future.The SEC's decision to extend its review period is likely due to a number of factors. One factor is the recent volatility in the crypto market. Bitcoin prices have fallen sharply in recent months, and the SEC may be concerned about the risks of market manipulation. Another factor is the lack of regulation in the crypto market. The SEC may be concerned about the lack of oversight of the underlying markets, and how this could affect investors.The SEC's decision is a setback for the crypto industry, but it is not a death knell. The agency is still considering the applications, and it is possible that it could approve one or more of them in the future. However, the delay is likely to dampen investor enthusiasm for these products, and it could make it more difficult for the crypto industry to gain mainstream acceptance.Here are some of the possible reasons why the SEC delayed its decision on spot Bitcoin ETFs:The SEC may be concerned about the risks of market manipulation in the crypto market.The SEC may not be convinced that the underlying markets for Bitcoin are sufficiently regulated.The SEC may be waiting for more clarity from Congress on the regulation of cryptocurrencies.The SEC may be simply taking its time to make a careful decision.Whatever the reason, the SEC's delay is a blow to the crypto industry, which had been hoping for a green light for spot Bitcoin ETFs. It remains to be seen whether the SEC will approve any of these products in the future.

Volatility Views
Volatility Views 549: Vol is Dead. Long Live Vol!

Volatility Views

Play Episode Listen Later Sep 1, 2023 58:10


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX THE SLOPE OF THE VIX FUTURES TERM STRUCTURE IS AS STEEP RIGHT NOW AS IT'S BEEN ALL YEAR WHERE WILL VIX BE NEXT WEEK

views long live volatility vxx host mark longo
The Options Insider Radio Network
Volatility Views 549: Vol is Dead. Long Live Vol!

The Options Insider Radio Network

Play Episode Listen Later Sep 1, 2023 58:10


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX THE SLOPE OF THE VIX FUTURES TERM STRUCTURE IS AS STEEP RIGHT NOW AS IT'S BEEN ALL YEAR WHERE WILL VIX BE NEXT WEEK

views long live volatility vxx host mark longo
Bull & Fox
Trevor Sikkema says volatility with Browns is so vast compared to other teams in AFC North, it all hangs on shoulders of Watson

Bull & Fox

Play Episode Listen Later Aug 31, 2023 13:28


Trevor Sikkema says the unpredictability with this Browns team, the floor and ceiling for Kevin Stefanski's team, whether he trusts the offense or defense more going into the season, the quarterbacks in the NFL most likely to be benched this season, teams ahead/behind the Browns in the AFC and more.

The Money Show
Business should expect volatility; and work to build resilience

The Money Show

Play Episode Listen Later Aug 29, 2023 81:41


Xhanti Payi, PwC South Africa's senior economist on how businesses can buffer themselves from SA's tough economic conditions.   Matthew Gezane, franchise development manager at Consult by Momentum on what will another civil strike cost for businesses.     In our investment school,  Varshan Maharaj, fund manager  at Allan Gray explained frontier markets for investment return.See omnystudio.com/listener for privacy information.

Mutiny Investing Podcast
54. Kris Abdelmessih - Alpha is Illusive

Mutiny Investing Podcast

Play Episode Listen Later Aug 29, 2023 76:07


In this episode, I talk with Kris Abdelmessih, Volatility Trader and also the Author of Moontower Weekly. Kris has been actively involved in options trading for 21 years. His background encompasses commencing his journey within the trading pits alongside SIG, establishing his personal market-making team, and overseeing the commodities book for a distinguished volatility manager. We talk about: Adverse Selection Discretionary Edge? Manager Fee Alpha Confidence Intervals Life Optionality and more! This podcast was recorded at the Edgewood Resort, situated by the serene Lake Tahoe, where a wonderful private event was organized by Collective. Collective is a curated community investors and entrepreneurs eager for in-person experiences, authentic connections, and idea sharing.  I hope you enjoyed this conversation with Kris as much as I did!

Real Estate Market Minute
The Effect of Interest Rate Volatility on Housing

Real Estate Market Minute

Play Episode Listen Later Aug 28, 2023 4:55


Is it high interest rates or the fact that rates are so volatile that makes both buyers and sellers to afraid to take action? I dive into this on today's episode explaining what is going on with rates and how it keeps buyers and sellers on the sidelines. --- Support this podcast: https://podcasters.spotify.com/pod/show/mark-salib4/support

Saxo Market Call
Volatility collapse post Jackson Hole as Powell delivers nothing

Saxo Market Call

Play Episode Listen Later Aug 28, 2023 17:20


Link to slide deck: https://shorturl.at/hjv27   - Jackson Hole delivers nothing that changes the outlook leading to muted reactions across various markets except for a collapse in implied equity volatility (VIX). Chinese regulators have lowered trading costs today causing a rally in Chinese equities with Hang Seng futures up 1% after being up as much as 3.2% as the market has its eyes on the Chinese shadow banking system. In currencies speculative short positions on the USD are being reduced and in commodities we still observe broad-based selling due to worries over China. We also discuss the rising refinery margins on gasoline and diesel impacting costs of transportation. This and more on today's pod, which features Peter Garnry on equities and Ole S. Hansen on commodities.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo   - Intro and outro music by AShamaluevMusic

The Muni 360 Podcast from New York Life Investments
Volatility Persists with Varying Technicals

The Muni 360 Podcast from New York Life Investments

Play Episode Listen Later Aug 25, 2023 5:15


Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

The Options Insider Radio Network
Volatility Views 548: Powell, Jackson Hole and the Mysteries of the VIX

The Options Insider Radio Network

Play Episode Listen Later Aug 25, 2023 60:02


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT GUEST HOST: RUSSELL RHOADS, KELLEY SCHOOL OF BUSINESS, INDIANA UNIVERSITY BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX TALKING THE FED AND JACKSON HOLE RUSSELL'S WEEKLY RUNDOWN WHERE WILL VIX BE NEXT WEEK

Volatility Views
Volatility Views 548: Powell, Jackson Hole and the Mysteries of the VIX

Volatility Views

Play Episode Listen Later Aug 25, 2023 60:02


HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT GUEST HOST: RUSSELL RHOADS, KELLEY SCHOOL OF BUSINESS, INDIANA UNIVERSITY BREAKING DOWN VOLATILITY PRODUCTS IN THE MARKETS THIS WEEK: VIX, VOLQ, VXX, VVIX, UVXY, SVIX, UVIX TALKING THE FED AND JACKSON HOLE RUSSELL'S WEEKLY RUNDOWN WHERE WILL VIX BE NEXT WEEK

Bleav No Script No Problem
No Script, Lots of Problems! Plus, Tim Duffy Teaches Us to Meditate

Bleav No Script No Problem

Play Episode Listen Later Aug 23, 2023 67:26


This week, I talk to producer, creative executive, entrepreneur and meditation teacher Tim Duffy, who shares some amazing tools and tips to overcome the anxiety, stress, anger, frustration, worry, and disappointment that comes in the crazy world we live in today. I also dig into the latest efforts to unionize reality TV, which is very complicated, and how streaming costs are going to keep rising and rising. Plus, I address the struggles we are facing in unscripted TV amidst the rising costs of streaming and the slow decline in broadcast viewing. For information on Tim's meditation practices or to reach him, check out his website: https://www.timduffymeditation.com And check out the amazing food biz he and his brother created as well. https://yumcrunch.com Find me on social media here: https://www.linkedin.com/in/steve-berkowitz-5a09ab8/ https://berkreport.com https://twitter.com/steveberkowitz https://www.instagram.com/stevemberkowitz/   And if you're looking for a transcript of the episode, here it is: 00:00:00:09 - 00:00:22:21 HOST: STEVE BERKOWITZ Welcome to another episode of the No Script No Problem Podcast on Bleav, the number one podcast network for professionals. Do you believe? Now, if you enjoy this show, please remember to subscribe and rate it with five stars. It's available on Apple Podcasts, Spotify, Google Podcasts, Amazon music, and anywhere else you listen to podcasts. You also find it on Bleav.com and @bleavpodcasts. 00:00:23:01 - 00:00:48:12 HOST: STEVE BERKOWITZ Follow me on social media, Twitter and Post News. It's @SteveBerkowitz and on Instagram and Threads @stevemberkowitz and also on Mastodon, Spill, Facebook, Snapchat and LinkedIn. If you're interested in advertising on the show, please contact believe at Leave dot com. All right, let's get started. I've got a terrific guest coming up who is going to calm your nerves and give you some great advice to weather the storm during these stressful times. 00:00:48:12 - 00:01:22:02 HOST: STEVE BERKOWITZ But before I chat with him, it's time for a little reality check. For the first time ever, linear TV viewership made up less than half of all TV usage in a measurement month. That is according to Nielsen's. The Gauge report for July broadcast TV accounted for only 20% of viewing and cable TV 29.6%. It was a record lows and down 5.4% and 12.5% respectively, versus the same period last year. 00:01:22:05 - 00:02:00:17 HOST: STEVE BERKOWITZ YouTube and Netflix lead the way in terms of your streamers. Streaming viewing rose 2.9% from June to July 2023 and was up 25.3% over the past year, accounting for 38.7% of total TV usage. That's huge. Now, the thing that's kind of interesting is that one of the shows that has kind of really given Netflix this bump, you know, a 4.2% increase in TV share over the course of June is Suits, which was a cable shows on USA Network right from 2011 to 2019. 00:02:00:17 - 00:02:21:03 HOST: STEVE BERKOWITZ So it's pretty wild that this show, which picked up 4000000000 minutes of viewing in one week, was on USA and virtually no one was talking about it during its nine season. I mean, a nine season run is incredible, but it wasn't like it was, you know, winning Emmy after Emmy. It wasn't a succession, you know, it wasn't a Breaking Bad. 00:02:21:05 - 00:02:52:08 HOST: STEVE BERKOWITZ And now it's like you look at comments people are making online and it's like suits. You'd think it's, you know, the greatest show ever. So it shows to me that it's not that people don't like broadcast programing, it's not that people don't like cable programing. They just prefer watching things on Netflix. They prefer watching things on YouTube. Now, the big irony here is that the average cost of subscribing ad free to a major streamer has jumped almost 25% in the last year. 00:02:52:08 - 00:03:20:04 HOST: STEVE BERKOWITZ That's according to the Wall Street Journal. All right. So after years of cheap monthly fees, right, that we all loved when we first got Netflix or we first got Apple TV Plus right where we first got that wonderful bundle of Hulu and Espn+. Right. And Disney Plus, that's all gone. Everybody wants to make money. Now. All the streamers need to make money, but they are now testing our loyalty, testing customer loyalty. 00:03:20:04 - 00:03:50:14 HOST: STEVE BERKOWITZ And they are all raising their prices. An average assortment of the top U.S. streaming services will be worth $87 a month come this fall, while an average cable package will be $83. All right. So just like we just talked about how streaming has surpassed broadcast and cable in viewers right now, the whole point of streaming, we didn't want to pay as much as cable. 00:03:50:14 - 00:04:16:05 HOST: STEVE BERKOWITZ Now it's all shifting back and we're suddenly paying more money for streaming than we are for cable. Disney is raising its prices for Disney Plus and Hulu, and that follows on the heels of Peacock NetFlow, X, Max, Paramount Plus and Apple TV Plus All have raised their prices recently. It's going to keep happening. They're going to keep doing this until Wall Street is happy. 00:04:16:05 - 00:04:48:08 HOST: STEVE BERKOWITZ The business model hasn't worked unless you're Netflix. This is also why you're seeing a huge increase in free ad supported television. Fast channels. Right to Be is a perfect example to be doing well. Moving on to the wild world of reality television, former Real Housewives of New York star Bethenny Frankel, she's causing quite a stir, talking to dozens of reality TV talent, trying to get them to unionize and get involved in potential litigation as well. 00:04:48:10 - 00:05:22:20 HOST: STEVE BERKOWITZ She is encouraging reality TV stars to boycott along with SAG, is asking for residuals on her shows. You know, she thinks reality TV stars should get residuals, just like actors and actresses. We have talked about reality TV. You unions for as long as I can remember. But what she's doing is going a step further. Bethenny is throwing accusations around at Bravo about a so-called cover up, you know, during an incident that happened on set. 00:05:22:20 - 00:05:46:05 HOST: STEVE BERKOWITZ And she's hired two very high powered lawyers. They're accusing NBCUniversal, the parent company of Bravo, of exploitation and abuse. Among other things, they've asked NBC's lawyers to preserve discovery as part of their investigation session. It's getting kind of ugly. I can't speak to anything that has to do with the litigation or any of these things that they're accusing NBC or Bravo or the producers of doing. 00:05:46:05 - 00:06:13:01 HOST: STEVE BERKOWITZ But I can say that unionization when it comes to reality TV is complicated. That is a very nuanced topic that I've talked to dozens of producers and friends about. And I think Bethenny has some valid points when she talks about working hours and base pay rates. Those are valid points. But there are so many layers that come into play when you're talking about reality TV. 00:06:13:06 - 00:06:37:24 HOST: STEVE BERKOWITZ You know, she makes a point about, you know, I think she said, you know, she only made seven grand for her first season on The Housewives. Well, Raquel, you know, as it turns out from Vanderpump Rules, made $361,000 this past season. You know, Vanderpump Rules huge hit, their biggest season ever, nominated for an Emmy. But that's a ton of money, I think, when you're talking about reality TV, it's such a diverse genre. 00:06:38:01 - 00:07:05:14 HOST: STEVE BERKOWITZ You can't pay a contestant on The Bachelor or Survivor the same as you do a housewife in a small ensemble cast or you can't pay the same for a designer on HGTV as much as you do a family member on a TLC show or you do you pay the same for a guy who's on a boat on Deadliest Catch as you do somebody who's competing for love on 90 day fiance. 00:07:05:16 - 00:07:26:22 HOST: STEVE BERKOWITZ So the genre so diverse that it's really hard to just throw numbers in there. You know, for a first season show. I think there's a lot of things that you need to take into consideration. But I do think rules and regulations are a good thing. And I think it's it's very valid to bring this up that we need to have that discussion. 00:07:26:22 - 00:08:15:07 HOST: STEVE BERKOWITZ I don't know if a union is the right thing, but I certainly feel like a little bit more firm. Ground rules are good thing. I would be remiss, though, if I didn't mention that producers have no union as well in unscripted television. So no insurance, no overtime and no residuals, and that often goes unmentioned. It would be amazing to get residuals when the networks run reality shows all day long on E, Bravo, MTV, Lifetime, etc. In fact, the writers on Ridiculousness are asking to join the WGA, I believe, as they should, because that show runs night and day on MTV and those folks are literally writing jokes as lead ins to the clips. 00:08:15:07 - 00:08:42:13 HOST: STEVE BERKOWITZ You know, other clip shows like America's Funniest Home Videos, 2.0, those writers are in the WGA. There's no reason why the folks on ridiculousness should be as well. But as you kind of can tell, it's a complicated issue. All right. Well, stick with reality TV, because why not? An article this past week and deadline had a lot of folks worried and a lot of people in reality TV are freaking out. 00:08:42:13 - 00:09:18:13 HOST: STEVE BERKOWITZ The headline to the article reads Doom and Gloom in Unscripted TV Producers battled challenging conditions As mid-sized firms face layoffs. It appropriately addresses the, quote, Slow down of green lights and cost cutting and quote, within the platforms and networks and how it has led to a slew of layoffs and a dearth of work in unscripted TV. The article references this drought hitting reputable companies like being a murray half yard hot snakes, high noon and propagate all very good companies. 00:09:18:16 - 00:09:45:08 HOST: STEVE BERKOWITZ One unscripted producer told DEADLINE, quote, It's the toughest time to be in unscripted that I can remember, unquote. Another said it was a, quote, brutal moment. I would agree. I would agree with both those producers. We all remain hopeful that things will rebound. I'm not going to hold my breath, but I will continue to tread water, keep my head above that water. 00:09:45:10 - 00:10:11:00 HOST: STEVE BERKOWITZ Nobody should feel alone, though. That is for sure. If you're struggling out there, you're worried, Hang in there, man. And that's why I got Tim Duffy coming up in a minute. Tim Duffy is my guest. Tim Duffy is an extremely talented producer, creative executive. He's an entrepreneur here, he is a founder and he is a seasoned teacher of meditation and mindfulness. 00:10:11:02 - 00:10:46:15 HOST: STEVE BERKOWITZ And that is why I wanted him to come on the podcast, right? So along with being co-founder of Yum Crunch and Ugly Brother Studios with his brother Mike. Tim is a peak performance and productivity specialist who combines 15 years of teaching meditation with 20 years in the C-suite to help executives, employees and organizations thrive. Now, as you'll hear, his style modernizes the ancient teachings of mindfulness and adapts them for modern professionals. 00:10:46:16 - 00:11:11:08 HOST: STEVE BERKOWITZ So with all the chaos going on in both the entertainment industry and in the world at large, I think he's the perfect guest. So sit back, find a quiet place, relax. Tim's got some words of wisdom for you. Enjoy. Well, welcome back to the podcast, my friend, Mr. Tim Duffy. A lot has changed since the last time we talked. 00:11:11:11 - 00:11:35:20 HOST: STEVE BERKOWITZ We talked last time about mindfulness. But you are now big into this world of mindfulness and meditation. You're now, I would call you a guru in this space. And this amidst your your role on world shifts and being, you know, being a founder, being a co-CEO with your brother in that space, in this crazy world that we're in right now with media and entertainment. 00:11:35:20 - 00:12:02:01 HOST: STEVE BERKOWITZ And I've talked about that on the podcast before, how, you know, everybody's kind of stressed out. I thought it was perfect for you to talk about kind of the way you deal with the stresses of this world with mindfulness meditation. So talk to me a little bit about when when the craziness comes into your world, whether it's as a dad or as an executive, how do you use mindfulness, how to use meditation to handle all the insanity that comes into the world? 00:12:02:03 - 00:12:17:13 GUEST: TIM DUFFY First of all, thank you for calling me a guru, which means teacher, right? Which is true. I am a meditation teacher, but in our Western culture it also means douche bag. So do not call me a guru. 00:12:17:15 - 00:12:21:22 HOST: STEVE BERKOWITZ Let me rephrase. You are not a guru. What's a better word? It's a better word. 00:12:21:24 - 00:12:28:02 GUEST: TIM DUFFY I'm. I am a mindfulness teacher. I've been teaching mindfulness for the past 15 years. 00:12:28:04 - 00:12:36:07 HOST: STEVE BERKOWITZ Okay, I agree. I will take back Guru and I will just say mindfulness Teacher. Instructor. Yes. Okay. 00:12:36:09 - 00:13:05:04 GUEST: TIM DUFFY Do the woo woo of the mindfulness community is so funny to me, right? Because like, the thing about mindfulness is it's, it's a practice that we can learn and it doesn't really take any special skills. Every single human being on earth has the ability to be mindful. And the the my particular set of circumstances brought me to mindfulness because of my own friend's anxiety and depression. 00:13:05:06 - 00:13:32:13 GUEST: TIM DUFFY And when I was growing up, I had this kind of pervasive sense that I was not well. I had a fear of death, a constant fear of death when I was growing up, a general kind of like unsatisfactory ness that was like the foundation of my experience and the world outside of my internal world didn't quite know about it, right? 00:13:32:13 - 00:14:01:08 GUEST: TIM DUFFY I wasn't like talking about it because I was, you know, a young man with the bravado of youth and I was seemingly doing pretty well in school and and in my work life. When I went to college, my freshman year, I was a psychology major. I wanted to work with kids. And I took this class called New Directions in Psychotherapy from this old hippie dude named Norman Bradford. 00:14:01:10 - 00:14:12:07 GUEST: TIM DUFFY He had he was like a he was he looked like a guru. He had flowy white hair, a long flowing, like Z.Z top beard. 00:14:12:13 - 00:14:14:05 HOST: STEVE BERKOWITZ Oh, yeah. Oh, yeah. 00:14:14:07 - 00:14:44:18 GUEST: TIM DUFFY And he was just a hippie who was obsessed with creating different avenues towards wellness that weren't solely dependent on the methods of Western psychology and science. Right. Which is, of course, the language of the West is material science. So he kind of he started this class called New Directions in Psychotherapy. And every single week all we did was a new kind of meditation. 00:14:44:20 - 00:15:11:06 GUEST: TIM DUFFY And one week we'd be climbing up a tree outside and just sitting in a tree and listening to the wind. And another week we would be listening to poetry, and another week we would be doing African drumming, you know. So this was the privileged life of, you know, a private college in Baltimore called Gautier, where I discovered these traditions. 00:15:11:06 - 00:15:53:22 GUEST: TIM DUFFY And I never looked back. I'd meditate, meditated every single day. Since then, I've accrued well over 10000 hours of meditation time in my life. I sit every single morning for about an hour in the morning. Meditation for me and mindfulness have become really kind of the backdrop against which absolutely everything that I experience is experienced. So that kind of dual path, right, of like growing up in the world, getting jobs and careers, and also simultaneously having this meditation practice in my life. 00:15:53:24 - 00:16:33:13 GUEST: TIM DUFFY It was the the job and the career and the life and the death and the sickness. All of that was grist for the mill, for the meditation practice, right? We don't recede back into a cave and become a monk for ten years. Although that exists, most of us actually have to pay the bills. Right, And has a great teacher, a guru named Ram Dass, that he said, Remember your true nature, which is awareness itself and your Social Security number. 00:16:33:15 - 00:16:59:13 GUEST: TIM DUFFY And so it's the pairing of these these two things where mindfulness can really help us thrive amidst whatever is happening. And I and there's a lot happening in our lives right now. Steve. You know, not just in a post-pandemic world of how do we we're continuing to figure out how do we exist together, how do we re socialize? 00:16:59:13 - 00:17:10:22 GUEST: TIM DUFFY We're pretty far on the other side of this. Yet a lot of folks are still trying to figure out, you know, how do I get out of the loneliness cycle? How do I socialize? 00:17:10:24 - 00:17:36:20 HOST: STEVE BERKOWITZ I think that's a great point. The re socialization, at least for me, you know, being on set, being around friends was something that you took for granted in 2019, right up until the pandemic. And then we all became Zoomers In one of your posts that I saw you, you were kind of saying when you were I think your point was that meditation and mindfulness is for everybody. 00:17:36:20 - 00:17:47:04 HOST: STEVE BERKOWITZ What do you feel like if you're a beginner? What is kind of that that first problem or that the first issue that people have with meditation or mindfulness? 00:17:47:06 - 00:18:36:07 GUEST: TIM DUFFY I think we step back even further and we go, Well, why do we need meditation and mindfulness, right, to develop an adversarial relationship with meditation and mindfulness is just a continuation of the reason why we come to meditate, meditation and mindfulness, right? Which is because we suffer the foundation of mindfulness, which of course is pulled from Buddhism. It's kind of the secular, if you will, set of practices that we're born out of a Buddhist tradition, of course, which was preceded by Hindu tradition and the Buddha, he said, We suffer because we are attached. 00:18:36:09 - 00:19:10:24 GUEST: TIM DUFFY And it begs the question, well, what are we attached to? And the answer to that is we're attached to permanence. We believe that things are going to stick around. They're going to stay that our our lives are going to stay the same when things are going really well. We want things to change when things aren't going well, but when things are going really well, we don't want things to change. 00:19:11:01 - 00:19:50:15 GUEST: TIM DUFFY So we suffer for things to change when things aren't going well. That means that when things are going well, they also have to change. This is the nature of our human life. We are born into this body and we get sick and we age and we die eventually. This is the starting point for why we suffer. We rage against the machine of our own human body and our attachment to being young or being pretty or being thin. 00:19:50:17 - 00:20:31:12 GUEST: TIM DUFFY Right is creating harm in our lives. Being human is a sexually transmitted disease that always ends in death. What did the Buddhist doctor write on the death certificate as the cause of death birth? That makes sense. Yeah, right. So we we somehow think that we're going to evade this reality. Everything changes. Impermanence is a fundamental law of being human. 00:20:31:14 - 00:21:00:22 GUEST: TIM DUFFY And this is why we ask the question, how can I decrease my suffering? What is it that can come into my head that I can bring into my life and provide myself with some sense of relief? And to begin the process of relief is to acknowledge the fundamental truth of our existence, that it changes, that everything is impermanent. 00:21:00:24 - 00:21:33:08 GUEST: TIM DUFFY And I think this is very much on display in the entertainment world for us right now. The old ways of living, of the consistency of getting a job, the consistency of a paycheck, right, the consistency of the big media machine, knowing how to monetize itself and thriving, you know, and yet simultaneously continually pissing all over the people and the companies that are feeding the machine of media. 00:21:33:10 - 00:22:13:19 GUEST: TIM DUFFY Right. We're in two of our deals are in strike mode right now, negotiating with this incredibly ill defined impermanent force called big media, who in and of itself, big media, doesn't know how to make a solvent business? How are we negotiating with a business that doesn't know how to monetize itself? Right. It's essential that we stand up and present ourselves back to big media and say we deserve to be paid, we deserve to be treated in equitable way. 00:22:13:21 - 00:22:48:23 GUEST: TIM DUFFY But at the same time, how are we negotiating with the machine that doesn't know how to run it? So at the core of the mindfulness, teaching is a is a concept that was derived from the US government. The Army College, I believe, created a term called VUCA at the end of the Cold War to kind of define know what is this thing that we're feeling in a term as a as a global community. 00:22:49:00 - 00:23:26:22 GUEST: TIM DUFFY And VUCA was developed and it stands for volatility, uncertainty, complexity and ambiguity, right? So volatility, uncertainty, complexity and ambiguity. Doesn't that sound familiar? In a word, impermanence And two words don't know. We don't know what's going to happen. We don't know what our future holds, right? We hold on to the past and we bring it into the present as concepts in our minds. 00:23:26:24 - 00:23:51:13 GUEST: TIM DUFFY And we we we carry this kind of this weight as we age. And this weight is like a suit of armor, right? The suit of armor somehow going to protect us because don't we know so much? I know who I am. I know what my skills are. I know what my what my future holds because of all these other things that I've done in my past. 00:23:51:15 - 00:24:21:22 GUEST: TIM DUFFY No, you don't. It could all end like that. And in fact, it does over and over and over again. We do not know what the future holds. The past is helpful in some regard in the present, but it cannot predict the future. And in fact, both the past and the future can only be experienced in the present moment. 00:24:21:24 - 00:25:09:04 GUEST: TIM DUFFY The past as a concept in the mind. The future is a concept in the mind, and both exist only in the present moment. So what are we to do in this mind that is constantly future in itself and freaking out? And sometimes we call this anxiety. And what do we do with the present moment in mind that is also regretting things from the past, bringing statements about the solidity of what was into the present moment, which is not solid at all, at least from a mental perspective, which is the only perspective we have. 00:25:09:06 - 00:25:40:06 GUEST: TIM DUFFY So what are we to do? One of the core practices in mindfulness is derived from, again, the Buddhist teachings in mindfulness communities. There's what's called the Three Jewels, the Buddha, which is like the teacher, the idealized kind of like being, so to speak, that knows how to relate to life from the perspective of wide open space, right? That still human, but also resting in awareness from a place of non reactivity. 00:25:40:08 - 00:26:13:23 GUEST: TIM DUFFY The teachings themselves. Dharma right, is the second jewel, which is the kind of wisdom that we as human beings, the great wisdom, traditions of the world, be them, you know, the Christian desert fathers, the second and third century, the Kabbalah teachings from Judaism, Sufi teachings from Islam, right? Native American teachings about the oneness of humanity and the interconnect and the interconnectedness of us as animals with animals and the earth around us. 00:26:13:23 - 00:26:37:07 GUEST: TIM DUFFY These are the great wisdom teachings of humanity, and they are not particular to any religion. So we have the kind of idealized human over here as the first jewel, and then we've got the second joy, which is the great wisdom traditions of the world. And then the third jewel is what you're building. And it's called Sangat, which means community. 00:26:37:09 - 00:27:10:20 GUEST: TIM DUFFY So every time you put out a podcast, you invite your world of people in to the shared experience of being together. And when they bring that shared experience in, they're sharing the 10,000 joys and the 10,000 sorrows. As my teacher, Jack Cornfield says, together, every person that listens to your podcast right now has a set of impermanent characteristics by definition that are rising up in their lives. 00:27:10:20 - 00:27:41:03 GUEST: TIM DUFFY They've got the transition of life, they've got a baby being born or a parent or a family member dying. They've just gotten a new job or a raise or they just got fired and they no longer have income. All right. Their digest ing the food from lunch that will give them the energy to write the emails this afternoon. 00:27:41:05 - 00:28:22:23 GUEST: TIM DUFFY Right. This is all just process. We are interconnected with the world around us and Sangat is representative of community. And Vivek Murthy, the surgeon general, he writes about the epidemic of loneliness. If I don't think we should all jump in to becoming meditators and following a particular religion or or, or a particular way of viewing the world first, I think the first thing we should do is find a friend and have a conversation and then maybe find another friend and have another conversation. 00:28:23:00 - 00:28:42:04 GUEST: TIM DUFFY I think to recognize the suffering that exists in our world and to begin to alleviate that suffering, we should start by actually connecting with other human beings and saying, yes, I'm here for you. And by the way, also, I need help. Can we talk? Can we communicate? 00:28:42:06 - 00:29:02:15 HOST: STEVE BERKOWITZ I can relate to everything you're saying. And I'm I'm curious. Do you do you kind of utilize your meditation and your mindfulness, like in the morning? Do you do it right away? Or how does it kind of on a practical level, come into play for you personally? How have you found it to be effective in your life? 00:29:02:21 - 00:29:26:05 GUEST: TIM DUFFY There are two methods that I utilize in my life that are available to all of us. One is called formal meditation. We develop a ritual of sitting down in a particular way under particular circumstances that create a bit of a ritual that's signified to the body and to the mind. Now is the time when I'm going to do this, like sitting down for a meal. 00:29:26:07 - 00:29:54:17 GUEST: TIM DUFFY Some people say grace, some people hold hands, some people take a big, deep breath. Some people just dive right in and eat a meal together. It's about ritual to kind of establish that this is the safe container for this particular experience. That's what formal meditation is. And so I'll sit formally every single morning, but then periodically on an as needed basis, I'll also sit and meditate. 00:29:54:19 - 00:30:23:19 GUEST: TIM DUFFY And I begin by saying, okay, now is the time when I'm going to meditate. The second style of practice, which is called informal practice or in your life meditation. And this is like microdosing right throughout the day and all you're doing with informal meditation and is, you know, in in modern neuroscience tells us that we have a top down model of the world. 00:30:23:19 - 00:31:11:19 GUEST: TIM DUFFY What does that mean? It means that the mind is how we experience our lives. That and this is not a an overexaggeration or some kind of spiritual statement. Actually, modern neuroscience tells us that we actually are only capable of processing our experience through the mind, right? So we're not directly experiencing anything. Our mind is interpreting data as it comes through each of the five sense doors telling a story about that data and asking the question, does it match up with previous information If it does not match up with previous information, three things can happen. 00:31:11:21 - 00:31:41:16 GUEST: TIM DUFFY One, it just gets bored and moves on because it's nothing special is happening to it feels some sort of threat and it freaks out and turns into anxiety or depression. Three It gets invigorated because of the novelty of whatever this new story is coming in and that says need more, need more, need more, right? These are the three possibilities that we experience all day long, every day as pleasant, unpleasant or neutral. 00:31:41:18 - 00:32:04:07 GUEST: TIM DUFFY Right? And so mindfulness allows us to kind of experience drop into a sense and set of awareness to a place of awareness of just about our. Does this feel pleasant? Does it feel unpleasant or am I neutral? Right? We can ask that question all day long. Am I feeling pleasant to my feeling unpleasant, or am I feeling neutral? 00:32:04:09 - 00:32:27:13 GUEST: TIM DUFFY And it can be that simple. You can just drop that question in to the zoom that you're having while you're pitching your show. Is this pleasant? Is this unpleasant or is it neutral? You can drop it into the tasting of an orange. You can drop it into the experience of sitting with your partner and having a conversation about their workday. 00:32:27:15 - 00:33:07:24 GUEST: TIM DUFFY You can drop it into the experience of laying down at night to go to bed all day long. These three filters, so to speak, of mind, are categorizing our experience. And when we become mindful of just this simple method, pleasant, unpleasant, neutral, we loosen the grip of of reactivity so that when something is unpleasant, for instance, someone cutting us off in traffic, we're not freaking out, honking on the horn and screaming at them and creating harm in the world. 00:33:08:01 - 00:33:34:04 GUEST: TIM DUFFY We just have that little gap, a tiny little gap where we go unpleasant. Welcome back. Unpleasant, You know, or that person on social media that Facebook person on social media that always spouts crazy political bullshit and you're like typing up your response and you're like, citing reference points from, you know, all of your, you know, your bubble of information. 00:33:34:04 - 00:33:35:04 GUEST: TIM DUFFY Yes. 00:33:35:06 - 00:33:40:18 HOST: STEVE BERKOWITZ You've got the article ready to post straight into the comment. Yes, I've been there. 00:33:40:20 - 00:34:13:15 GUEST: TIM DUFFY I've been there, too. I went on Facebook for like eight years because of this. And I came back to Facebook from the perspective of pleasant, unpleasant, neutral, right When I read someone's post that spouting some idiot bullshit that I view as idiot bullshit and I'm typing up my response. I know that I've been caught, I've been hooked into reactivity and what am I doing on Facebook if I feed the war right? 00:34:13:17 - 00:34:55:12 GUEST: TIM DUFFY How are we contributing to the benefit of humankind when we feed the war? There's a place for thoughtful opposition, right? But we can't get into the place of action of speaking and acting to the benefit of ourselves and other human beings. Unless we have a firm foundation of I know what's going on in my internal world, what is going on in my internal world, I activated, I am pissed off, I am typing this and my job is to make that person look like an idiot in front of all their friends that never, ever, ever works. 00:34:55:14 - 00:35:34:04 GUEST: TIM DUFFY There's a beautiful book called How Minds Change from an author named David McCranie, who did who explored the massive transition in California's view, both politically and culturally, about gay marriage. In 2008, 70% of the population was opposed to gay marriage. In 2008, 70% of the population was for gay marriage. What happened in ten years time for that shift? 00:35:34:06 - 00:36:06:07 GUEST: TIM DUFFY David McRaney talks about this. And at the core of it, spoiler alert is a method of investigation that political activists use called deep canvasing. And at the core of deep canvasing is deep listening, right? So when we come at a person with whom we disagree from the perspective of war, they will come at us with the perspective of war. 00:36:06:09 - 00:36:27:17 GUEST: TIM DUFFY But when we come at a person with whom we disagree from the perspective of I care about you and your experience in your life matter and I want to listen to you, and that doesn't mean that I have to agree with you, but it does mean that I will respect you and listen to you. That's where real change starts to happen. 00:36:27:21 - 00:36:54:03 GUEST: TIM DUFFY And that is the change that occurred in ten years time. With regard to gay marriage in California. Throughout our experience as human beings, there's that's part of the Dharma, right? That's human wisdom not coming from religion, not coming from tech, but just coming from one individual to another individual and saying, I care about you. I don't want to perpetuate the war. 00:36:54:03 - 00:37:22:13 GUEST: TIM DUFFY I genuinely want to connect with you. I want to build community. Our sangha is all beings on earth, and if we exclude one, we might as well exclude all of us. And it's from this perspective that we can actually take action and advance forward as a species to the benefit of ourselves and others. That's what mindfulness allows us to do. 00:37:22:15 - 00:37:28:14 GUEST: TIM DUFFY And there's tons of practices that we can explore and methods that we can explore. 00:37:28:16 - 00:37:50:00 HOST: STEVE BERKOWITZ So let's break down. You talk about kind of like the little moments of where you can bring thoughtfulness into your day and you use the example of somebody cut you off or somebody you know on social media. But let's talk about your on set and you have a disagreement with whether it's a colleague or a, let's say, talent. 00:37:50:02 - 00:38:08:02 HOST: STEVE BERKOWITZ How do you how would you or how have you kind of had that ability to go pleasant, unpleasant, right. And use some mindfulness to get yourself into a better place when you're having a disagreement or a bad moment on set? 00:38:08:04 - 00:38:37:21 GUEST: TIM DUFFY But one method that we can use is to acknowledge I love this maxim. If you can name it, you can work with it, right? And absolutely everything in our internal world is workable, right? Part of the foundation of what I help other peoples discover about themselves is our internal world is is like a dictator. Unless we recognize that the dictator doesn't need to lead the way. 00:38:37:21 - 00:39:12:11 GUEST: TIM DUFFY Right? The dictator is just an aspect of being human. It's called mind. And we all have this mind and it's a bunch of thoughts that proliferate in certain situations, paired with physical experience in the body. And when we push the dictator in a particular direction, the dictator fights back. So but we gently name the internal experience and we call it anger, for instance, and we just gently name it and we develop an attitude. 00:39:12:13 - 00:39:35:12 GUEST: TIM DUFFY Anger is unpleasant in the body, although it can be pleasant, seemingly pleasant for some people. Right. And there's no denying that either. Right? Some of us do feel that sense of anger. But on the other side of anger, when there's action and and it harms other people and ourselves, we have regrets. So we drop in to the space of saying anger is present quickly, just quickly write it. 00:39:35:14 - 00:40:23:08 GUEST: TIM DUFFY Anger, I name it. Anger is present. Take a big deep breath. Thank you. Host of Game Show or actor. I hear what you're saying. And we decide within ourselves in that moment that we are not the constricted accumulation of change yield energy that is that needs to be right. All that congealed, constricted energy is present in our system as anger, and we watch it from the perspective of awareness from the witness, we say welcome back. 00:40:23:08 - 00:40:50:19 GUEST: TIM DUFFY Anger gently in our mind as an attitude. Welcome back. Anger. I know you. I've worked with you before. You will continue to be present on and off for the rest of my life. So let's be friendly here and you're welcome to come and go as you please. Anger right? I'm not going to fight you. Anger. But what I will do is I will receive you in the wide open space of awareness and I will know your character mystics. 00:40:50:21 - 00:41:27:13 GUEST: TIM DUFFY Because when we feel anger in our body, it's never about the other person. It's never about the external situation. Anger is always us meeting ourselves in our internal experience. Always. There's never, ever, ever a situation where anger is caused by someone else. It's caused by the feeling we have when we encounter that extreme external force. It's our relationship to that external force that creates harm in our lives. 00:41:27:15 - 00:41:50:23 GUEST: TIM DUFFY So and it's our relationship really ultimately to the only force that forces that there are in our experiences, which are internal, the only thing we can ever experience in our awareness is the internal. So we say, welcome back, anger is present, take a big ass deep breath, recognize Anger's presence in our lives. Get better at recognizing when anger is present. 00:41:50:23 - 00:42:32:05 GUEST: TIM DUFFY And from that place of recognition and wide open spaces, awareness, we go now I will respond. Right. And if we can respond from the place of helpfulness, then great. We can respond from the place of neutrality and not causing harm. Great. If we respond from the place of harmfulness, that's okay too, because it gives us yet another opportunity to recognize anger's presence in our life and to relate to it in a in a more constructive, helpful way. 00:42:32:07 - 00:42:52:07 GUEST: TIM DUFFY We're not receding into the cave and becoming a monk. We're living our lives and we're growing with the experiences of our lives so that we can act and speak to the benefit of self and other. This is an ideal idealized state, and that's what we're talking about. 00:42:52:09 - 00:43:19:12 HOST: STEVE BERKOWITZ Another scenario you and I both know you put your heart and soul into developing a project. A lot of people are trusting you. You have talent, you've told them that we're know, we're pushing this forward and they're trusting you, your partners trust you. You've spent a lot of time on this and nobody wants it. 00:43:19:14 - 00:43:22:03 GUEST: TIM DUFFY Yeah. 00:43:22:05 - 00:43:45:11 HOST: STEVE BERKOWITZ How do you how do you use your skills to kind of not feel tense and to not feel like it? Let me now say empty, but to not feel like all that time energy in a lot of cases as a freelancer, money that was all a waste. 00:43:45:13 - 00:44:13:17 GUEST: TIM DUFFY Thank you for that question. It's a great and important question for those of us that generate from our internal experiences, ideas and concepts that we believe the world should love. My father said to me long ago when I first moved to Los Angeles, he said, If you have just one good idea, you ain't worth shit, right? I love that. 00:44:13:17 - 00:44:44:19 GUEST: TIM DUFFY And what it does is it just creates a sense of humor around it. Okay? Like, yeah, it's just one idea. You know? That being said, when we spend money and time and energy and relationships trying to get someone to finance that idea, the sting persists. So how do we relate to that Sting One way to relate to the sting is to recognize VUCA, the nebulosity of why things don't work, right? 00:44:44:20 - 00:45:27:11 GUEST: TIM DUFFY There is a network of complexity within the entertainment industry right now, and as it's been the case, you know, forever, but it's particularly apparent in today's world. We referenced it earlier as VUCA, but what is NEBULOSITY? Why did someone pass on that idea? Why didn't it work? It's in some ways it's a fool's errand, right? So we acknowledge the nebulosity of why a thing didn't work as a can, as an aspect of the experience of creating something and putting it out into the world, and then the world saying no to it. 00:45:27:13 - 00:45:58:13 GUEST: TIM DUFFY And we try to hold it a little less tight, right? We try to release the fist, the grip, so to speak, around what we believe to be a perfect idea that someone should buy and and give us money for right. And we reset our relationship to the idea and to the process of pitching from the firm Foundation of I don't know. 00:45:58:15 - 00:46:30:09 GUEST: TIM DUFFY Right. We reset. There we go. I don't know. It's nebulous. I done there. I could try to pursue all the different patterns and paths and understand all the different forces of the hundreds and thousands of people that participate in the thing. No process or I could just say nebulous, I don't know. And then I come back to the idea and from the place of a calmer, less attached position to the idea, we can then begin to refine the idea. 00:46:30:15 - 00:47:06:10 GUEST: TIM DUFFY We can start having conversations with other folks about the idea. It might be time to just drop the idea and come up with something completely different. But often isn't it really that there's something very interesting that many people responded to when you pitched the idea? But and that thing was what everybody kept talking about, and it was maybe a particular character that you wrote about or a particular style of hero's journey in the story that, you know, began with the ending first or whatever. 00:47:06:12 - 00:47:31:21 GUEST: TIM DUFFY And we say, All right, what was the world telling me about this process that actually was kind of consistent across some of these communications that I had that I can actually lift up that aspect of the thing that I created and perhaps reform it and add new, fresh elements and perspectives into it. In Silicon Valley, this is called the pivot. 00:47:31:23 - 00:48:00:23 GUEST: TIM DUFFY You know, I've gone through multiple stages of investment for my businesses. I've watched three startups in my time in Silicon Valley, especially in Pre-seed investment. They're not investing as much in the idea as they are investing in the individuals, right? They're seeing people, founders of businesses as folks that can adapt. And here is the great word overused but still relevant. 00:48:01:02 - 00:48:34:14 GUEST: TIM DUFFY Pivot, right? What have we learned from the path we've taken to today and how do we apply those learnings to the benefit of ourselves and others with regard to this particular idea moving forward? We cannot adapt and pivot if we are stuck in the place of no one gets me or that idea was awesome and I should keep pitching that exact idea as the same way I pitched it that everybody passed on 100 times. 00:48:34:16 - 00:49:04:08 GUEST: TIM DUFFY Our life is a process. Ideas are conceptual, just like your belief that Steve is a person who is permanent and independent, when in fact really all you are is a process that's evolving over time because of impermanence concepts we bring out into the world and we try to sell our impermanent By their very nature. Children grow up because of impermanence. 00:49:04:08 - 00:49:15:01 GUEST: TIM DUFFY We don't want babies to stay, babies for babies to stay, babies which sleep in a sea of babies who can't figure it out. And then there's poop everywhere, all over the world. Yeah. 00:49:15:01 - 00:49:17:11 HOST: STEVE BERKOWITZ You know, I don't think anybody wants that. 00:49:17:13 - 00:49:42:17 GUEST: TIM DUFFY Our ideas are like babies. We want them to grow up and to evolve. We don't want to stop them dead in their tracks. So we hold our ideas the way we hold a newborn baby. We feed it and we love it. And at a certain point, you've got to let the baby go. But also at a certain point, when the baby becomes a 14 or a 15 year old, you got to figure out what the baby's you. 00:49:42:19 - 00:49:56:12 GUEST: TIM DUFFY Right. And what the world is telling you about your 14 year old and how do we support the 14 year old to proliferate forward in the process of itself? It's the same thing with ideas. 00:49:56:14 - 00:50:02:04 HOST: STEVE BERKOWITZ I think that's a great analogy because you can only take care of so many kids. 00:50:02:06 - 00:50:07:14 GUEST: TIM DUFFY You got to let some of those kids go. Some of your kids are assholes, right? Yeah. 00:50:07:16 - 00:50:17:02 HOST: STEVE BERKOWITZ You can't take care of all of them. You start to, you know, you get to the Elon Musk stage. I mean, you're not the richest guy in the world. You got like ten kids. You can only take care of so many. 00:50:17:02 - 00:50:19:04 GUEST: TIM DUFFY So yeah, you can't rename all your kids. 00:50:19:04 - 00:50:31:03 HOST: STEVE BERKOWITZ Ex Exactly So I think that's a great analogy as each, each concept is, is a little baby and then it grows up and you got to let some of them go at some point. I think that's that's a great analogy. 00:50:31:08 - 00:50:35:20 GUEST: TIM DUFFY This is the law of impermanence and it's so helpful in every aspect of our lives. 00:50:35:22 - 00:50:59:01 HOST: STEVE BERKOWITZ Yeah. How do you, what, what advice would you give for somebody who's kind of nervously waiting to figure out what their role is in this kind of changing media ecosystem? That's kind of a vague question, but, you know, you and I both know if you're under 30, you're watching TikTok and YouTube and Netflix and pretty much that's it. 00:50:59:03 - 00:51:21:21 HOST: STEVE BERKOWITZ And if you are somebody who gets their work in the more legacy or traditional media, the cable networks or the broadcast, well, you know, life's going to be changing. And I think that's a big part of the problem with, you know, what's happening right now is people are watching content in a different way. We're still making content in a certain way. 00:51:21:21 - 00:51:45:01 HOST: STEVE BERKOWITZ Not as many people are going to movies with the exception of Barbie and Oppenheimer. So I think we're kind of stuck in this mode of, okay, what do I do now? What do I do now? And you're right, everything you just said is right. How do you pivot? What kind of advice would you give to somebody who's in that kind of anxious mode of, okay, well, where do I fit in? 00:51:45:03 - 00:52:15:18 GUEST: TIM DUFFY Wow, what a beautiful question. I give this advice to people all day long. So, as you know, Steve, I've pivoted. I've been teaching meditation for 15 years to my friends throughout the entertainment community. And about a year and a half ago, the demand got so great and I was saying no, far too many people that I just decided that I needed to open up my my own life to support other people. 00:52:15:18 - 00:52:44:13 GUEST: TIM DUFFY So I, I work with executives and producers and and businesses to answer this question of how do we move forward and success in the face of VUCA, Volatility, uncertainty, complexity, ambiguity. So the first thing we do is we acknowledge VUCA. We don't know what is to come. 00:52:44:15 - 00:53:22:07 GUEST: TIM DUFFY We step back into awareness and we recognize let's talk about an individual, right? So we'll call this individual Bob. Bob is a show runner who's been extremely successful for 15 years. He's worked on many shows and he's not had a job for a year and a half. Bob is an expert in storytelling, but Bob is relying on external forces to validate his expertise. 00:53:22:09 - 00:53:53:20 GUEST: TIM DUFFY He's saying, I'm going to wait for those forces to signal back to me that I'm okay and that my belief in myself as being essential to the success of those external forces, big media production companies, television companies that I am essential to their success, then they will come around to me as a key element that will help them regain their success in their own worlds. 00:53:53:22 - 00:54:32:14 GUEST: TIM DUFFY Bob needs to recognize that VUCA is actually happening for them as well, and so he needs to step back and say, What is it that I'm hanging on to? What we often are hanging on to is a sense of fixed identity. We believe ourselves to be a certain thing. I am a showrunner, I am X, I am what I am a husband. 00:54:32:16 - 00:55:05:00 GUEST: TIM DUFFY I am a father. I am smart, I am, I am. Whatever it is that I've perpetuated throughout my life and felt as if I could rest in that identity. But what is that identity and where is that identity? Upon further review, we begin to understand that that identity is in our minds. It lives in the abstractions of mind. 00:55:05:02 - 00:55:37:24 GUEST: TIM DUFFY It lives in the non tangible abstraction of awareness, its thoughts, its physical feelings in awareness. It's tension, it's contraction. But yet on my LinkedIn page, it says all these things, right? Well, my LinkedIn page should be all you need to know about why you should hire me and why you should use me to solve your problems. Big Media. 00:55:38:01 - 00:56:01:16 GUEST: TIM DUFFY And we look a little deeper at our LinkedIn page and we remove our connection and our attachment to the identity of our LinkedIn page. We can start to see actually a pattern. What is that pattern? When we remove our attachment to us being a particular way, the pattern is actual skills that are useful and viable in the world. 00:56:01:16 - 00:56:41:15 GUEST: TIM DUFFY Storytelling, for instance, for Bob, is not what's going away. Stories will forever be what makes us human. There will always be demand for stories, and arguably there is more of a demand than ever for story. It's just that we are attached to the old delivery systems. So when I step back in my LinkedIn identity and I go, okay, maybe that my stories and my belief that my stories are valuable to Netflix or Amazon or to, you know, CBS or whatever, maybe I step back from that and go, Well, what is living underneath that? 00:56:41:15 - 00:57:06:14 GUEST: TIM DUFFY I'm a fucking Ph.D. in storytelling, right? And then I start thinking, Well, what else is in my resume? Well, I've always wanted to work with kids or I've always wanted to work in the wellness industry, or I've always wanted to work in. I'm obsessed with a guy. What is going on in the world, Right? A growth industry, by the way. 00:57:06:16 - 00:57:33:16 GUEST: TIM DUFFY And then we start to ask the question, what? I have this kind of life earned PhD in storytelling. What if I just disentangled it from the delivery systems with which I've grown attached to which I've grown attached? And I ask the question, are there other delivery systems that will allow me to use these skills in ways that people and businesses will benefit? 00:57:33:18 - 00:58:01:04 GUEST: TIM DUFFY And the answer is hell yes, there are. In fact, there's more opportunity than ever for people like us. We've been telling stories our whole lives. The only obstacle towards our ability to do so is our attachment to our own identity. Our ego. We have to let go, drop back into awareness and reposition ourselves from the perspective of, Oh, I actually have a choice. 00:58:01:06 - 00:58:51:04 GUEST: TIM DUFFY And in fact it's infinite. But I do not have choice if I believe myself to be this label in this world. And I can only exist in that as this label in this particular world dropped the labels dropped the world's reassess, and from the place of wide open space reemerge into the world and take action. Have conversations with folks, put the word out there that you're an expert storyteller to 50 brands that you're interested in working with, all of whom in today's world are likely to need some form of expert storytelling in order for their brands to evolve to meet the needs of their clients and their customers. 00:58:51:06 - 00:59:30:15 GUEST: TIM DUFFY So that is what that's the advice that I give and it's the advice I took my sales man. You know, I haven't launched three startups because because I felt so comfortable that television was going to give me everything that I needed. I disentangled myself from the belief that television was the only way, and I've reconfigured my own relationship to the skills that I have developed over time and redeployed them back out into the world by communicating with my sangha, with my community, which is much larger than it ever was. 00:59:30:17 - 00:59:41:01 GUEST: TIM DUFFY And why? Because I actually engaged and I asked questions and I said hello and hey, I need help, or Hey, can I help you? 00:59:41:03 - 01:00:06:10 HOST: STEVE BERKOWITZ Dude, that's awesome. I think that's great advice. I think that is advice that a lot of people, myself included, could use. All right. Before I let you go, I have to ask you how you're feeling about your Philadelphia Eagles coming up this season. I mean, look so close last year. Is this a Super Bowl year for the Eagles? 01:00:06:12 - 01:00:27:02 GUEST: TIM DUFFY Around the birth of my second child, I had to let go of the identity as an Eagles fan. So, like so right now I have three kids now, a three and a half year old talk about letting go. So every time I engage somebody that talks about sports, I go sports. Yay! And I don't really know what's going on in the sports world. 01:00:27:04 - 01:00:37:23 GUEST: TIM DUFFY I frankly, I barely watched any Eagles games last year. Super Bowl was great, by the way. Philadelphia had a great year last year's Super Bowl, World Series, MLS Championship. 01:00:37:23 - 01:00:41:10 HOST: STEVE BERKOWITZ That's true. I forgot to ask. Yeah, I've got to ask about the Phillies. Yeah. 01:00:41:12 - 01:01:10:03 GUEST: TIM DUFFY The only reason I know any of that is because everyone that I used to connect with about sports from Philly was talking about it on social media. My son. Right. My community. Yes. And I couldn't I couldn't I had to pay attention when folks when they got to the to the championship games. But prior to that, frankly, I was like, you know, I've got to change a diaper. 01:01:10:05 - 01:01:32:04 GUEST: TIM DUFFY Okay. I don't know what's going to happen this year, but I can't wait to connect with with more people and maybe watch more games. And but I'm not going to stay attached to it. And now come really doesn't matter to me that much. It's really just about being able to see the joy in other people's faces. I was at Disneyland the week after the Eagles lost the Super Bowl last year. 01:01:32:04 - 01:02:09:13 GUEST: TIM DUFFY Right, with my kids. My kids were on a ride and we were with a bunch of other people. They went over to California Adventure and I hadn't bought the two pass ticket or whatever. So I'm like, You guys go over there, I'm going to hang back at Disneyland and I'm just going to get quiet. So I quite literally like the week after the Eagles lost the Super Bowl and I quite literally picked a bench at the entryway to the park and I put my earbuds in and I sat down and I started to meditate because I knew they would be gone for about an hour. 01:02:09:15 - 01:02:41:22 GUEST: TIM DUFFY So I'm sitting there, the weirdo sitting on the bench with a blank look on his face, just experiencing the presence of what was happening in front of me. And what started to happen in front of me was that bastard Patrick Mahomes and a parade of celebration. Oh, wow. Oh wow. That I had no idea was about that. And down Main Street, Disney starts happening in front of my face meditating. 01:02:41:23 - 01:03:17:03 GUEST: TIM DUFFY Wow, I have an Eagles hat off, right? And you know what? And instead of you know, and I say bastard, like, obviously. But like, what I witnessed was joy everywhere around me, right? A sea of the colors of the opposition, so to speak. And the man that right. It was Patrick Mahomes. I'm talking about it. Yeah. So. And the man that won the game literally walking directly in front of me as I'm meditating and I didn't feel hate and I didn't feel angst and I didn't feel anxiety. 01:03:17:03 - 01:03:34:14 GUEST: TIM DUFFY I felt joy because I was witnessing the joy of all these other human beings. I think that's the way we should live in the sports world, you know, And I think that's the way we should live in our lives. If we can feel joy for others, then we can actually feel joy for ourselves because everything is an internal experience. 01:03:34:14 - 01:03:50:17 GUEST: TIM DUFFY So when we feel joy for ourselves or for others, what are we actually doing? We're encountering ourselves in a joyful state, right? Waking up to that reality is a game changer. And I think mindfulness meditation can help folks in that regard. 01:03:50:19 - 01:03:58:11 HOST: STEVE BERKOWITZ Yeah, I concur. All right. Last thing, tell me a little about Yum Crunch, your company that you have with your brother Mike. 01:03:58:13 - 01:04:18:24 GUEST: TIM DUFFY So Yum Crunch is a you know, we've won some Emmys for the food content that we've made over the years, nominated for nine Emmy and five James Beard Awards. We won two Emmys a couple of years back. Again, this is about the pivot, right? This is what's available to us. We looked at our skills and we're like, we have all these chef relationships. 01:04:18:24 - 01:04:42:18 GUEST: TIM DUFFY We have the ability to tell extraordinary food stories. Well, one of the frustrations that we experience with our food shows was big media wasn't giving our viewers the opportunity to eat what they see. So we created Young Crunch to solve that problem. So we work with some of the world's best chefs and influencers to create content that you can taste in. 01:04:42:18 - 01:05:23:12 GUEST: TIM DUFFY Go to Yum Crunch dot com. You can follow us on all of our socials at Yum Yum Crunch y you and Drew and see and experience the stories that we tell and have the opportunity to buy what you see. My consultancy is Tim Duffy Meditation Ecom. I specialize in science and mindfulness based peak performance for executives and producers and companies to re approach their lives from a firm foundation of being awake to the assets that they have available to themselves. 01:05:23:14 - 01:05:49:20 GUEST: TIM DUFFY Acknowledging the difficulties but not wallowing in the difficulties. Right. How do we advance forward in our lives if we're stuck in the old habits of mind, we can actually thrive when we let go of the old habits of mind, and we recognize the true potential of what we all bring to this earth to one another. So that's what I'm setting out to do with Tim Duffy, meditation Icon. 01:05:49:22 - 01:05:53:22 HOST: STEVE BERKOWITZ Tim, thank you for doing the podcast one more time. I appreciate it, brother. 01:05:53:24 - 01:05:57:10 GUEST: TIM DUFFY Thank you so much. Much Love to You have a beautiful day. 01:05:57:12 - 01:06:31:19 HOST: STEVE BERKOWITZ Before I go, I'll recommend a couple documentaries for you. Feel up sports. Give Johnny Football a watch. That's the Johnny Manziel documentary on Netflix. Remember Big Johnny, Texas A&M, huge superstar, won the Heisman, then a lot problems when he got to the NFL. Very fun, very entertaining. And another one to check out the YouTube effect. It is a comprehensive deep dive doc by Alex Winter really shows you how powerful YouTube is and will continue to be. 01:06:31:21 - 01:07:03:01 HOST: STEVE BERKOWITZ All right. That is going to do it for another episode of No Script, No problem for everybody listening. Please remember to subscribe, download and show it five stars. It's available on Apple Podcasts, Spotify, Google Podcasts, Stitcher, Amazon and tune in. You can also find it at Wycombe and I Believe podcast. Follow me on Twitter and Post News @SteveBerkowitz and on Instagram and threads @SteveMBerkowitz and also on Mastodon Spill, Facebook, Snapchat and linked and yes, seriously, TikTok coming for you. 01:07:03:03 - 01:07:16:06 HOST: STEVE BERKOWITZ You can also email me any questions. You have the No script no Problem podcast at gmail.com. If you're interested in advertising on the show, please contact Bleav.com. Thank you for listening. Until next time, I'm Steve Berkowitz for No Script. No problem.      

Lance Roberts' Real Investment Hour
What's in Store for 2024? (8/22/23)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Aug 22, 2023 46:21


(8/22/23) All eyes are on NVDIA's report and the fulfilment(?) of 50% sales increase promises. Sustainability of growth numbers will be key. Fed governors are holding Jackson Hole prelude meetings. VIX has been creeping upward; markets correction of 5%; higher close on Monday, but no buy signal yet triggered. Expect another pullback prior to setting up for October rally; commodities are a concern. What's in store for 2024: A history of normal market oscillations. Volatility is the toll we pay for investing. The set-up for a market rally is in place, but there's no guarantee it will occur. Where best to invest in 2024: How sectors roll in- and-out-of-favor. Winners & Losers this year: Where might they be next year? Logical rotation into interest rate-sensitive sectors: Laggards to leaders, leaders to laggards. Earnings preview, economic data preview: Consumer-focused stocks. Strong results vs what the government says. Outlook going forward (and holiday shopping) will be key. Existing Home Sales: What the numbers really mean; the problem with annualized numbers. The real worry will be deflation. SEG-1: Can Earnings Growth Rate Be Sustained? SEG-2: What's in Store for 2024? SEG-3: Where Best to Invest in 2024 SEG-4: Earnings & Economic Data Preview; The Problem with Annualized Numbers Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=JTfxWEwyWpk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell, "Markets Setting Up for October Action" is here: https://www.youtube.com/watch?v=-xekP5Q3tQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=2 ------- Our previous show is here: "Should Parents Pay for Kids' Vacations?" https://www.youtube.com/watch?v=wnhtsmE4Pqo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "As Rates Rise, Why I Personally Doubled Down On Bonds" https://realinvestmentadvice.com/newsletter/ "A Recession Is Coming, Or Is It?" https://realinvestmentadvice.com/a-recession-is-coming-or-is-it/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketVolatility #MarketRally #JacksonHole #JeromePowell #FederalReserve #InterestRates #Markets #Money #Investing

The Real Investment Show Podcast
What's in Store for 2024? (8/22/23)

The Real Investment Show Podcast

Play Episode Listen Later Aug 22, 2023 46:22


(8/22/23) All eyes are on NVDIA's report and the fulfilment(?) of 50% sales increase promises. Sustainability of growth numbers will be key. Fed governors are holding Jackson Hole prelude meetings. VIX has been creeping upward; markets correction of 5%; higher close on Monday, but no buy signal yet triggered. Expect another pullback prior to setting up for October rally; commodities are a concern. What's in store for 2024: A history of normal market oscillations. Volatility is the toll we pay for investing. The set-up for a market rally is in place, but there's no guarantee it will occur. Where best to invest in 2024: How sectors roll in- and-out-of-favor. Winners & Losers this year: Where might they be next year? Logical rotation into interest rate-sensitive sectors: Laggards to leaders, leaders to laggards. Earnings preview, economic data preview: Consumer-focused stocks. Strong results vs what the government says. Outlook going forward (and holiday shopping) will be key. Existing Home Sales: What the numbers really mean; the problem with annualized numbers. The real worry will be deflation. SEG-1: Can Earnings Growth Rate Be Sustained? SEG-2: What's in Store for 2024? SEG-3: Where Best to Invest in 2024 SEG-4: Earnings & Economic Data Preview; The Problem with Annualized Numbers   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=JTfxWEwyWpk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell, "Markets Setting Up for October Action" is here:  https://www.youtube.com/watch?v=-xekP5Q3tQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=2 ------- Our previous show is here: "Should Parents Pay for Kids' Vacations?" https://www.youtube.com/watch?v=wnhtsmE4Pqo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "As Rates Rise, Why I Personally Doubled Down On Bonds" https://realinvestmentadvice.com/newsletter/ "A Recession Is Coming, Or Is It?" https://realinvestmentadvice.com/a-recession-is-coming-or-is-it/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketVolatility #MarketRally #JacksonHole #JeromePowell #FederalReserve #InterestRates #Markets #Money #Investing

Top Traders Unplugged
SI257: Preparing for a Volatile Future ft. Cem Karsan

Top Traders Unplugged

Play Episode Listen Later Aug 19, 2023 68:14


Cem Karsan joins us for a wide ranging conversation where we discuss the current volatility environment and if vol trading can actually be predictable, the current Fourth Turning and how this will impact the level of volatility and where Cem's outlook differ from Neil Howe's, why demographics is “destiny” and the current tug of war between flows and macro. We also discuss why Cem is watching NASDAQ so closely and the historic rotations that are happening in markets at the moment, why Cem believes it is important to “be water” and much more.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:56 - What has caught Cem's attention recently?03:14 - Volatility and seasonal patterns08:27 - Industry performance update09:34 - Is vol trading predictable?17:15 - Why are vol spikes becoming shorter?20:19 - Cem's take on the fourth turning33:12 - Why is demographics so critical today?39:04 - A tug of war between flows and macro50:28 - A new all time high for stocks?52:07 - Major moves in markets01:00:58 - Too bullish too soon?01:03:03 - Be flexible, be water01:06:07 - Thanks for listening Copyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and...