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In the first half, we look at the OBBBA, and what its passage may mean for investors, as well as for the government's balance sheet. Debt from baseline projection of 154% of GDP to upwards of 200% of GDP with the OBBBA. Deficits from around 6% of GDP to over 7% with the OBBBA. Despite the ballooning deficits and debt, markets are celebrating the prospect of fiscal stimulus, as well as favorable tax treatments on investment as well as other corporate goodies. In the second half, we discuss President Trump's penmanship as it relates to his letter to Chair Powell on interest rates and why the “hottest country in the world” should “LOWER THE RATE!!!” We also look at the risk associated with the loss of Fed independence due to either political pressure or a dual role for the Treasury Secretary. At some point, we finally get around to talking about the stock market, and note the historic rebound in equities in Q2, which was the largest in record by some measures. The biggest winners were growth stocks, which led value by a wider margin than during the tech bubble, and retail favorites, which are often highly speculative names; these soared over 60% in Q2. We also look at the expectations embedded in markets at this point in terms of earnings and multiples, and what effect passive investing is having on markets as over half of U.S. fund assets are now passively invested. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
In 2017 a strange discovery shocked the world when an alleged humanoid mummy was unearthed in a cave near Nazca, Peru. Possessing strange eye sockets, an elongated skull and three fingers, it quickly mesmerized hopeful believers. But was it actually real? As time passed interest in the controversial mummy faded. But then in 2024, Mexican journalist and UFO enthusiast José Jaime Maussan, presented half a dozen more of these alleged “alien mummies” to Mexico's congress, and a firestorm of interest in the topic erupted again. In this episode I sit down with Will Brown - a former history teacher turned explorer, researcher, and now author of the book “Enigmatic North America: Legends, Oddities and Controversial history" to break down the truth regarding these entities. In this interview, Will shares about his expeditions to Peru to investigate these strange mummies where he attended the press conference, interviewed researchers and saw some of the mummies with his own eyes. Are these "alien mummies" elaborate hoaxes or real hybrid entities? Or, might they be something else altogether? Will breaks it all down.GET WILL'S BOOKJOIN ME ON A TOUR
Will Brown, the reigning Australian Supercars champion, makes his NASCAR return this weekend on the streets of Chicago in a third entry for Kaulig Racing. It's a course Brown has never competed, so he explains the work he's done in the simulator to prepare; simulators not being a tool for Supercars drivers; thoughts on the course in Chicago based on what he's learned in the simulator and seen otherwise; comparison of the Supercars to the Next Gen car; what he's like on iRacing and why he's in disguise; his tailgating experience in Atlanta; takeaways from the NASCAR experience; doing a Vlog; why he's not used to running a visor in NASCAR; who else he'd like to see try NASCAR and from NASCAR try Supercars; how things are going for him in Supercars; being the guy who took SVG's seat after his departure; making the decision to take the seat; his sales pitch for fans to watch Australian Supercars racing. Original music created by Tony Monge. Follow me here: https://linktr.ee/kellycrandall PRE-ORDER: NASCAR Race Day Eats https://insighteditions.com/products/nascar-race-day-eats
Will Brown discusses Chicago Street Course, V8 Supercars and their similarities to Cup Cars, and Australian motorsports. Will Power discusses the current IndyCar season, his racing career, what it takes to stay in a top-tier ride for over a decade, and his interest in racing in NASCAR if the opportunity ever came up.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Saturday night under the lights at Atlanta Motor Speedway delivered. In this episode of Stacking Pennies, Corey LaJoie and the crew break down all the action from the Quaker State 400, where Chase Elliott thrilled his home crowd with a late charge pass to snap a 44-race winless streak.Looking ahead to the Chicago Street Race, Will Brown makes his NASCAR debut. He joins the show!Also, Will Power joins to discuss his IndyCar career and how to keep a high level of motivation as you approach the later stages of a racing career.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In the first half, we examine the (rumored) literal fisticuffs in D.C., and the implications of the proposed “Big, Beautiful Bill” on taxes, spending, the deficit, interest rates, and the dollar. We discuss the timing of tax cuts versus spending cuts, especially in light of the employment data we have seen since 2022, wherein: Private sector job growth -> a little over 1% cumulatively. Public sector job growth -> over 7% cumulatively. In the second half, we discuss the market's rapid rebound from its April nadir and juxtapose returns (and valuations) for different parts of the equity market. Is it finally time for diversification to help after a 15-year run for the U.S.? U.S. large caps +3% YTD U.S. small caps -2% YTD Developed non-U.S. +17% YTD Emerging markets +11% YTD While the collapse in the volatility index and the huge rally from the lows normally portend further gains, valuations for the S&P 500 are historically high on any number of measures. While the so-called Magnificent Seven are more elevated, the other 493 are also expensive, and have grown earnings a lot more slowly than the tech titans. Contrary to our forecast entering 2025, fewer than one in three stocks are outperforming this year, putting a premium on stock selection. While multiples are high, we think active managers willing to go further afield can find values. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
Alex Palou is an Indy 500 winner!Topics covered:-- Penske fires top three execs of IndyCar team-- Indy 500 post-race penalties-- New NASCAR Hall of Fame inductees-- Will Brown returning to NASCAR -- Busch, Byron contract extensions-- Featured Paint Scheme-- Upshift/Downshift-- Final WordFollow us on social media:@RobandRoller@Roller_01@Rpeeters33
In an otherwise heavy week packed with Microsoft Build, Google I/O, and OpenAI io, the worst kept secret in biglab land was the launch of Claude 4, particularly the triumphant return of Opus, which many had been clamoring for. We will leave the specific Claude 4 recap to AINews, however we think that both Gemini's progress on Deep Think this week and Claude 4 represent the next frontier of progress on inference time compute/reasoning (at last until GPT5 ships this summer). Will Brown's talk at AIE NYC and open source work on verifiers have made him one of the most prominent voices able to publicly discuss (aka without the vaguepoasting LoRA they put on you when you join a biglab) the current state of the art in reasoning models and where current SOTA research directions lead. We discussed his latest paper on Reinforcing Multi-Turn Reasoning in LLM Agents via Turn-Level Credit Assignment and he has previewed his AIEWF talk on Agentic RL for those with the temerity to power thru bad meetup audio. Chapters 00:00 Introduction and Episode Overview 02:01 Discussion on Cloud 4 and its Features 04:31 Reasoning and Tool Use in AI Models 07:01 Extended Thinking in Claude and Model Differences 09:31 Speculation on Claude's Extended Thinking 11:01 Challenges and Controversies in AI Model Training 13:31 Technical Highlights and Code Trustworthiness 16:01 Token Costs and Incentives in AI Models 18:31 Thinking Budgets and AI Effort 21:01 Safety and Ethics in AI Model Development 23:31 Anthropic's Approach to AI Safety 26:01 LLM Arena and Evaluation Challenges 28:31 Developing Taste and Direction in AI Research 31:01 Recent Research and Multi-Turn RL 33:31 Tools and Incentives in AI Model Development 36:01 Challenges in Evaluating AI Model Outputs 38:31 Model-Based Rewards and Future Directions 41:01 Wrap-up and Future Plans
In this episode, we have a no-holds-barred conversation featuring Kalee Kreider, a seasoned political strategist and expert in climate policy. Together, we dig into the uncomfortable truths about markets, politics, and the economic pressures facing everyday Americans. From election forecasts and the appeal of government gridlock to the harsh realities of student debt, the conversation is unscripted, unfiltered, and unexpectedly funny. We explore why investors often prefer a slow-moving Congress, how middle-income families are still reeling from financial burdens nobody talks about, and why economic narratives need more honesty and a lot less spin. What You'll Learn: Why political gridlock can actually calm the markets The ongoing impact of student debt on families earning six figures What's really driving midterm election outcomes—and what to expect next How public perception influences both policy and portfolio performance Why clarity in communication is just as valuable as a solid balance sheet Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
12 - Trump is commemorating the first 100 days of his presidency with a roundtable with his entire cabinet for the public to answer questions. 1210 - Side - lesser version of a good thing 1220 - Your calls on the side and more. 1230 - Fox Business' Larry Kudlow joins us today to break down the early returns on the economic reports on Trump's first 100 days. What indicators can we look at to show growth and… he's gone. 1235 - Taking your calls as we wait for Larry. 1240 - Larry Kudlow returns to the show. When will these deals that the Trump administration is touting be publicly announced to stable the markets? How would Larry play the stock market right now? What culture choices does Kudlow like about this administration? 1245 - What is Frank Sinatra's take on gravy vs. sauce? 1250 - A very interesting caller oriented debate on gravy vs sauce. 1 - Why are Philadelphia pundits, white and black alike, going after Saquon Barkley for playing golf with Trump? Why are they bringing his wife to be into the matter as well? 120 - Your calls. 130 - Software Engineer/Journalist with bylines in Boston Globe and Student at Brown University Alex Shieh joins us today. Why are there so many more non-faculty employees than professors working at a school with only 7000 undergrads? How is Brown and other Ivy League schools entrapping students into paying exorbitant prices on other things besides tuition? Why are Columbia and Brown alike accusing Alex for doxxing the schools and “misrepresenting” himself in correspondence? How can accreditation processes be changed in order to drive down tuition costs? What does Alex see in his future career path? How does Alex feel about what DOGE has found within the federal government? Will Brown change their DEI practices after Trump brought down the hammer on other Ivy League schools for not complying? How many legacies are at Brown? 150 - Did the NFL overreact to the Shedeur Sanders prank call? 2 - A preview of Politics and Pints! Our friend, the tour guide from Conservative Tours, Giuseppe, joins the program again. Has he ever been to America? How would he fit into South Philadelphia? Is it gravy or sauce? And some more pronunciation questions as he sells us on a trip to Italy. What kind of melting pot is Sicily culturally? What is the culture clash like between the North and South in Italy, is it similar to New Jersey? 215 - Dom's Money Melody! 220 - How crazy does this transgender surgeon sound when Mike Johnson reads back his exact comments? 235 - Your calls. 250 - The Lightning Round!
1 - Why are Philadelphia pundits, white and black alike, going after Saquon Barkley for playing golf with Trump? Why are they bringing his wife to be into the matter as well? 120 - Your calls. 130 - Software Engineer/Journalist with bylines in Boston Globe and Student at Brown University Alex Shieh joins us today. Why are there so many more non-faculty employees than professors working at a school with only 7000 undergrads? How is Brown and other Ivy League schools entrapping students into paying exorbitant prices on other things besides tuition? Why are Columbia and Brown alike accusing Alex for doxxing the schools and “misrepresenting” himself in correspondence? How can accreditation processes be changed in order to drive down tuition costs? What does Alex see in his future career path? How does Alex feel about what DOGE has found within the federal government? Will Brown change their DEI practices after Trump brought down the hammer on other Ivy League schools for not complying? How many legacies are at Brown? 150 - Did the NFL overreact to the Shedeur Sanders prank call?
In the first half, we discuss the showdown between the U.S. and China on tariffs. While the headlines have been stolen by who is calling whom first, we look into the effect the tariffs are already having on container ship volumes, and what implications that has for the rest of the supply chain, and the economy. Tariffs are just starting to hit consumers as they look to buy online, with the tariff exceeding the purchase price in some cases. While there is optimism over a resolution, historically trade agreements have involved lengthy negotiations, and we are weeks away from the initial impact of being felt, making this akin to a slow moving shipwreck. We also discuss the impact of student loan payments turning back on after years of forbearance. In the second half, we discuss the rebound in U.S. equities, which are anticipating a quick and painless resolution to the trade war, along with three or four cuts by the Federal Reserve during the rest of this year. In our opinion, that number of cuts would only occur if we saw the onset of a recession, which has significant market implications. Since World War II, the average recession sees gross domestic product (GDP) decline 2.3%. The average earnings decline for the S&P 500 is 11% during a recession However, around 1/3 of the time, earnings decline 5% or less. Many market strategists are celebrating the recent equity rebound, which has been broad based and triggered a number of positive market breadth signals. While these are normally positive portents, valuation is not part of the calculation, and any disappointment in terms of the current earnings estimates leaves little room for error, making us mindful of seeking opportunities outside of the index, which continues to be dominated by a handful of stocks. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
Breaking UFO News! Whistleblower Matthew Brown exposed the Immaculate Constellation program—a secret Pentagon UAP operation—on the Weaponized podcast. In this Lehto Files reaction, former F-16 pilot Chris Lehto dives into Brown's chilling revelations: F-22s boxed by orbs, a black triangle UFO over Russian naval ships observed by a U.S. submersible, and a 60-year secret. Why is Brown risking life imprisonment? Could Avril Haines or Susan Gough be the mystery figure he didn't name? Join us to uncover the truth about UFOs, Pentagon secrecy, and the USDI's role under Garry Reid and Ronald Moultrie.Will Brown testify at the 2025 UAP hearings? Share your thoughts, subscribe, and follow @ChrisLehtoF16 on X!Subscribe above Follow on X: @ChrisLehtoF16Comment: Was it Haines or Gough? Will Brown testify?UFO #UAP #ImmaculateConstellation #MatthewBrown #PentagonSecret Watch the full interview here: https://www.youtube.com/watch?v=ZAxI-LDrDqA Chris Lehto is a former F-16 pilot with 18 years of experience in the Air Force. He managed multi-million dollar simulator contracts, was an Electronic Attack SME for the Aggressors (OPFOR), and commanded the US Detachment at TLP for NATO Fighter Pilot Training. Chris fought in Iraq for 5 months in 2006. He spent 3 years in Turkey as an exchange pilot and is fluent in Turkish. Chris is also a certified crash safety investigator, having investigated Air Force accidents for four years. Lehto has a Bachelor of Science in Chemistry-Materials Science from the Air Force Academy and a Master's in Aeronautical Science from Embry-Riddle University. He was stationed in various locations worldwide, including South Korea, Italy, Alaska, Turkey, and Spain. Lehto's YouTube channel, "Lehto Files," focuses on Unidentified Aerial Phenomena (UAP) research, future tech insights, and sharing knowledge. His approach is scientific and aims to illuminate these phenomena and provide informative content. He also shares his expertise on aviation safety and accident analysis. Lehto believes in the power of open dialogue and the importance of a censor-free internet. Lehto covers a range of topics, including: • Analysis of aviation accidents, such as the collision near Ronald Reagan Washington National Airport. • Identification of drones, drawing on his Air Force security forces experience. • Insights into Alternate Physics - promoting his Fractal Holographic Universe Theory • Discussions of UAPs and related topics. • Insights into space exploration, including his experience at the launch of SpaceX's Starship SN25. Join this channel for exclusive access: https://www.youtube.com/channel/UCVNKdkLzWuy1oLuCuCv4NCA/join Follow on social X: https://x.com/LehtoFiles TikTok: https://www.tiktok.com/@lehtofiles Facebook: https://www.facebook.com/profile.php?id=100090658513954 Instagram: https://www.instagram.com/lehto_files/reels/ Support the channel and get exclusive content at https://www.patreon.com/chrislehto Invest in UAP Society NFTs! https://opensea.io/collection/uapeez Sharing my referral link for when you order your Tesla. You'll get 500 € off the purchase of a Tesla product. https://www.tesla.com/referral/christopher39105 Donate eth to: chrislehto.eth full ETH address is 0x26E3c9b2A5E5b6B7FB54f5F0120B0E4840EB7B24Become a supporter of this podcast: https://www.spreaker.com/podcast/lehto-files-investigating-uaps--5990774/support.
In the first half, we discuss Liberation Day, the violent reaction of, initially, the stock market and, subsequently, the bond market. In terms of the bond market, we look at the frantic trading from last week that ultimately forced the administration to announce a 90-day pause on most tariffs. Who holds U.S. debt? The answer might surprise you: Total debt - $34 trillion Domestic holders - $26 trillion Japan - $1.1 trillion China - $820 billion (though may be understated as offshore entities, i.e., other countries, are likely being used as well) Other countries - $5.3 trillion In the second half, we discuss the volatile reaction of equities to headlines. Post-Liberation Day, over a 10% decline in two days. The third largest daily gain ever for the S&P 500 on April 9th (when the 90-day pause was announced). While many pundits cite such a large up day as being a portent of further gains, which is true historically, we put it in context of valuation, and the 20.7x P/E the market currently has is well above the 12.7x multiple the market had on average after other large gains. Similarly, we look at expectations for earnings, what we have heard so far (JP Morgan noted deteriorating credit trends while Wells cited resilient spending), and what we think we might hear from companies as earnings season gets into full swing (hint: prepare for the word “uncertainty” to be a common refrain). Finally, we discuss the administration's stated objectives of bringing back manufacturing and reducing trade deficits. What is not often mentioned is that this approach overlooks service surpluses, and is causing a sharp decline in foreign tourism, which may jeopardize these surpluses. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
In the first half, we discuss the imminent arrival of “Liberation Day”, and why uncertainty over tariffs is causing consternation to consumer, business, and investor confidence. We look at the most recent inflation data from the government and examine the widely divergent inflation expectations based on political affiliation. We also tie this to the likelihood of further rate cuts and the necessity to drive rates lower as sizable government debt is due to be refinanced in 2025. In the second half, we (finally) discuss what has been a challenging quarter for stocks, especially the Magnificent Seven: In the aggregate, the Mag Seven are in a bear market (down 20%). The S&P 500 is down 5% YTD and 10% below its all-time high, led lower by the Mag Seven. The average stock in the NASDAQ is 35% below its high. The path forward for the market depends on the impact of tariffs and spending cuts, both of which are likely headwinds in the near term. With both valuations and earnings expectations still elevated, there remains downside in the event of either an economic or earnings recession. However, value stocks have performed well year-to-date, as have non-U.S. stocks, which are garnering attention as a result of changing U.S. trade and foreign policy. In other words, diversification has (finally) been helping. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
In the first half, Will and Adam discuss the rapid deterioration in consumer sentiment and how it is cutting across both economic and political divides, albeit to differing degrees. Some sentiment indicators, especially concerns over job loss, are at levels normally seen during a recession, in part due to the uncertainty over tariffs with large trading partners like Canada. Another concern is spending cuts. We look past the headlines to see that cuts have not yet taken hold, though with 85% of job growth in 2024 attributable to government spending, we could be in for a volatile transition period as a result of the “detox” the administration is seeking. In the second half, we look at the recent (albeit brief) market correction, and put it in historical context: Since 1980, the average yearly decline for the S&P 500 has been 14%. There have been about 117 10% corrections since 1928, so around one per year. Statistically, a 10% correction turns into a bear market around 25% of the time, and that normally occurs when the economy dips into a recession. The rest of the time, the market recovers in about eight months, on average. Although modest, the 10% correction is equivalent to 12% of GDP. That type of hit to wealth has contributed to a recession in about half of the prior 12 occurrences. With the Magnificent Seven, on balance, lagging this year, we look at the prospect of a broader market showing the benefits of diversification, not to mention the strong start to the year for non-U.S. stocks, which have been buoyed by the shift in spending priorities in both developed and emerging markets. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
Lando Norris has won an incident-packed wet Australian Grand Prix after a couple of extreme heat. Oscar Piastri challenged him until he was told to 'hold', and then later spun out of the action. Max Verstappen and George Russell wereon the podium, but how did it all play out?The Supercars lost their Sunday race to rain but had three full-on races in the lead-up. Broc Feeney had four positions and one win; Will Brown had a win, too, and has regained the series. But the big story was a Matt Stone Racing one-two and a maiden win to Cam Hill. We look at all the other actions from Melbourne and worldwide. And if you are on the ACDelco website, use the code AAREVL25 for a 25% discount on all your parts. All this and more on the latest episode of the Auto Action RevLimiter. Check out https://autoaction.com.au/ for all the latest updates and dropping news. Thanks to Byron Clarke for production support.#F1 #Supercars #NASCAR #IMSA #LandoNorris #OscarPiastri
With headlines versus earnings moving markets, we look at the perceptions and realities influencing investors (and speculators). In the first half, we discuss the sharp decline in consumer confidence and spike in inflation expectations, both of which represent challenges to continued equity market strength. We also look at how the bond market (and the Federal Reserve) are responding, and how the continued on again/off again/on again tariff headlines are causing consternation to consumers and investors. In the second half, we delve into the perception versus reality of government efforts to cut waste and if that is enough to reduce the deficit enough to achieve the administration's goal of a lower yield on longer term Treasuries. We also look into the effects of wealth and spending inequality on the economy. There is also a continued discussion of the effect of passive fund flows and levered ETFs on some of the markets biggest names, and how those are widening the dispersion between stock indices versus the average stock; to wit: The NASDAQ is only 5% from its year-to-date high, while the average NASDAQ stock is 25% from its high. Only 22% of stocks in the S&P 500 outperformed the index over the past 12 months. After six of the so-called Magnificent Seven outperformed in 2024, only one is ahead of the S&P 500 so far this year. We close with our thoughts on where we are seeing positives and why, eventually, fundamentals may matter more than headlines. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
Cam Waters has swept the field in the first round of the Supercars Championship at Sydney Motorsport Park, he talks about the weekend with Will Brown and Chaz Mostert.
This is a very special episode as Navigator Lana gears up with an editor's headphones, taking the episode under her wings, joined by Hungry Gamer, Will Brown! The heroes chat about some great games from Fight in a Box, designed by Seppy Yoon, before doing a bit of a breakdown of the small-box Kinfire Delve games, based on the larger campaign of Kinfire Chronicles! Let em know your thoughts in THE OFFICIAL LEVEL UP DISCORD! Facebook X Instagram BGG Guild
Will Brown and Broc Feeney join us as we wrap up a huge weekend at Highlands Motorsport Park. How Will became the first Aussie in 50 years to win the prestigious race and how his Supercars teammate stole the pole with almost no single seater experience. Don’t think for a minute that makes Toyota’s Formula Regional Championship a walk in the park. Both Brown and Feeney reflect on the calibre of competition among the aspiring F1 and Indycar racers. We’ll look ahead to the 2025 Supercars season with them (it starts in less than a fortnight) plus the new look RedBull Ampol Racing colours they unveiled while they were in NZ. Oh and Rusty tries to twist their arm to come back for another shot at the GP next summer. Better yet bring some of the other drivers with you lads! Plus we introduce you to two young racers trying to make their mark OS after impressing here over summer - Patrick Heuzenroeder from Australia and a Kiwi who’s based in the UAE by the name of Zack Scoular. Head to Rusty's Facebook, Twitter or Instagram and give us your feedback and let us know who you want to hear from on Rusty's Garage.See omnystudio.com/listener for privacy information.
With tariffs in the news, we sift through the torrent of headlines coming from both sides of the border and beyond. In the first half, we look at the breaking news on tariffs, with an 11th hour agreement with Mexico giving a pause to the proposed 25% duty on imports. We also look at why Canada may be more reticent to strike a deal, and what the bigger objectives may be. Is it all about oil and inflation, or are we looking at a 21st century version of the Monroe Doctrine aimed at China? We also break down how the Fed is assessing the situation. In the second half, we finally get to the stock market. We look at the effect of Deep Seek news coming out of China on AI stocks, and whether it represents a opportunity or a threat for the sector. We also recap the first big week of technology earnings: Four of the Magnificent Seven reported. While the initial reaction was positive for three of the four, only one has held onto its gains. We close with our thoughts on where we are in the economic (and market) cycle, and where we are looking for opportunities. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
Meet Arvid Lindblad, the Red Bull Junior who’s been unstoppable over summer in New Zealand, ahead of his first F2 race at the Australian Grand Prix in Melbourne next month. The calculated decision to come down under to compete to ensure he has enough points for a Super Licence for F1. Could we see him drive in practice sessions this year maybe even a Grand Prix? What a call from Helmut Marko is like, the time he told Lando Norris he would see him on the grid in years to come, and racing against Supercars stars Will Brown and Broc Feeney. Oh and hanging out with David Coulthard to drive some cool older gen F1 machines. Thanks to the Next Gen NZ Championship organisers and the M2 Competition team for their help in making this one happen. Head to Rusty's Facebook, Twitter or Instagram and give us your feedback and let us know who you want to hear from on Rusty's Garage.See omnystudio.com/listener for privacy information.
Broc Feeney talks about heading to New Zealand for his first openwheeler race with wings and slicks, Will Brown discusses his first 2 rounds in the championship and what he is preparing for on his return.
Bruin Beasley and Andrew Edwards discuss the first weekend of the Castrol Toyota Formula Regional Oceania 2025 and the weekends for Mtec Motorsport and Will Brown.
After a holiday hiatus, we welcome 2025 with a look at what worked in 2024 and what that may mean for this year. One thing that did not work: forecasts. The Fed cut rates fewer times than predicted, and we discuss the recent pivot toward a more hawkish tone, which is part of the reason for the increase in yields on longer bonds. Those higher yields are stressing consumers and businesses, not to mention grinding mortgage activity to a halt. We look at the implications of higher rates and compare some of the small business stress we are seeing in our community versus the strong jobs data being reported, which is influencing the Fed's outlook for rate cuts. In the second half, we discuss stock returns in 2024, which were biased upward by a handful of stocks in one (well, two, as defined by the S&P committee) sectors. We compare the level of index concentration, valuation, and performance dispersion versus history and find the clearest parallel with 1998 and 1999. After that period, we saw the following pattern emerge: The average stock beat the index each of the next six years. Value stocks beat growth stocks each of the next seven years. We close with our thoughts on why that could be replicated again, specifically given the implications of likely Trump administration policy on merger and acquisition activity, which is off to a strong start. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
For my last interview of 2024, I'm talking with excellent comics creator Reilly Brown, who has a Zoop.gg project underway to fund his comic, Thunder Guardian, which he makes with his young son, Will Brown! Reilly and I discuss how this series came to be, and how, for the first time ever, Thunder Guardian is now available as a full, 22-page comic via Zoop.gg! The series is described this way: “The Earth has been destroyed. Civilization has been scattered throughout the solar system. The future of humanity has only one hope -- THUNDER GUARDIAN! This is the story of Thunder Guardian and his friends in their battle against space pirates, monster boogers, and the forces of the evil Unknown!” We talk about how this book came to be, explore Reilly's great career as a comics creator, and what else Reilly is working on. The Zoop.gg crowdfunding project for this book will conclude in early January of 2025. Don't wait--be sure to back this high-octane project as soon as you finish listening to this fun interview! Subscribe to the Major Spoilers Podcast Network Master Feed! Major Spoilers Podcast Network Master Feed RSS Feed Show your thanks to Major Spoilers for this episode by becoming a Major Spoilers Patreon member. It will help ensure Wayne's Comics Podcast continues far into the future!
We take a wicked look upward, where both unidentified drones and market valuations reside. We also discuss the upcoming Fed meeting, investor sentiment, and the outlook for corporate margins (and employment) as AI gains greater adoption. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
The College Basketball Experience (@TCEonSGPN) of the Sports Gambling Podcast Network give out their College Basketball Picks for Tuesday, December 10th. On the show Colby Dant (@TheColbyD), Ryan McIntyre (@Moneyline_Mac) and Noah Bieniek (@NoahB77_) give out their College Basketball best bets and break down every game on the slate. Who will make a statement tomorrow at the Garden? Does #1 Tennessee continue to roll against struggling Miami? Can Arkansas shock everyone against a red-hot Michigan team? Can Rutgers right the ship at the RAC against Penn State who has been rolling? How will Wisconsin respond coming off back to back losses in a hard place to win at in Champaign? Will Brown hand Rhode Island their 1st loss of the season? Who gets off to a 1-0 start in the Big East when Providence travels to Chicago to play DePaul? How will Charleston matchup with St. Joe's up in Philly? Can Jacksonville hang around in another buy game at FAU? Will we have any buy game teams drop stunners? hose games and more for College Basketball picks for December 10th. Want to hear or listen to all of our content on The College Experience? Subscribe to our YouTube channel and/or follow us on podcast platforms! Leave us a like, 5-star rating, or a review and it would be greatly appreciated! Keep up with TCE as we will be picking every single game of every single day with their college basketball best bets throughout the season! JOIN the SGPN community #DegensOnlyExclusive Merch, Contests and Bonus Episodes ONLY on Patreon - https://sg.pn/patreonDiscuss with fellow degens on Discord - https://sg.pn/discordDownload The Free SGPN App - https://sgpn.appCheck out the Sports Gambling Podcast on YouTube - https://sg.pn/YouTubeCheck out our website - http://sportsgamblingpodcast.com SUPPORT us by supporting our partnersUnderdog Fantasy code SGPN - Up to $1000 in BONUS CASH - https://play.underdogfantasy.com/p-sgpnRithmm - Player Props and Picks - Free 7 day trial! http://sportsgamblingpodcast.com/rithmmRebet - Social sportsbook - 100% deposit match promo code SGPN in your app store!ADVERTISE with SGPNInterested in advertising? Contact sales@sgpn.ioWATCH The College ExperienceYouTube - https://www.youtube.com/@TheCollegeExperienceFOLLOW The College Experience On Social MediaTwitter - tceonsgpn Instagram - tceonsgpn TikTok - tceonsgpn Follow The Hosts On Social MediaNoah Bieniek - noahb77_Colby Dant - thecolbydRyan McIntyre - moneyline_macNC Nick - nc__nickPatty C - pattyc831Gambling problem? Call 1-800-GAMBLER CO, DC, IL, IN, LA, MD, MS, NJ, OH, PA, TN, VA, WV, WY Call 877-8-HOPENY or text HOPENY (467369) (NY) Call 1-800-327-5050 (MA)21+ to wager. Please Gamble Responsibly. Call 1-800-NEXT-STEP (AZ), 1-800-522-4700 (KS, NV), 1-800 BETS-OFF (IA), 1-800-270-7117 for confidential help (MI)
The Championship winning Team Principal joins us from Triple 8 Race Engineering World Headquarters to debrief the Supercars season. What he made of Will Brown's history making performance in the 2024 Championship and why he's so good? And how Broc Feeney took the loss and the fire inside for 2025. Plus, some thoughts on Jamie's own driving performance when he parked the managerial duties to tackle the Sandown 500 and Bathurst as a co-driver. Signing Zach Bates for their wildcard program alongside Craig Lowndes and how excited Jamie is for the Race of Champions which comes down under next March. Plus, J-Dub will represent Australia as part of a strong lineup taking on the world! Head to Rusty's Facebook, Twitter or Instagram and give us your feedback and let us know who you want to hear from on Rusty's Garage.See omnystudio.com/listener for privacy information.
Andrew Edwards Engineering a Championship Andrew Edwards (Red Bull Ampol Racing) discusses his 2nd championship as an engineer, and first for his driver Will Brown and how the dynamic of Triple 8 has provided a respectfull rivalry in the Garage. From the race track to your device with Tony Whitlock on Inside Supercars Inside Supercars Podcast: Subscribe Apple Podcasts I Spotify I Google Podcasts Supported by: P1 Australia Link:P1 Australia MusicCreative Commons Music by Jason Shaw on Audionautix.com MusicComa-Media from Pixabay #RepcoSC #TCRAust #Supercars #Motorsport #ADL500
Andrew Edwards Engineering a Championship Andrew Edwards (Red Bull Ampol Racing) discusses his 2nd championship as an engineer, and first for his driver Will Brown and how the dynamic of Triple 8 has provided a respectfull rivalry in the Garage. From the race track to your device with Tony Whitlock on Inside Supercars Inside Supercars Podcast: Subscribe Apple Podcasts I Spotify I Google Podcasts Supported by: P1 Australia Link:P1 Australia MusicCreative Commons Music by Jason Shaw on Audionautix.com MusicComa-Media from Pixabay #RepcoSC #TCRAust #Supercars #Motorsport #ADL500
You can't get much better than the 2024 Champion to wrap a mega final weekend of the 2024 Repco Supercars Championship. The Champion, Will Brown and Adelaide 500 winner, takes us inside the final weekend of racing; including his superstitious approach to the final couple of days, and just how he planned his surreal celebratory burnout. Plus, Broc Feeney details the conversation with Chaz Mostert after turning him around in a battle on the final day of racing. And you can't get much better than the host with the most, the smooth moving, smooth talking James Courtney. It's all apart of a cool way to wrap the Championship year, and the Drivers Only Year. Episode 8, and signing off for 2024. We hope you have enjoyed the show!See omnystudio.com/listener for privacy information.
We discuss the recent mania around levered ETFs and the market mechanics that make these so volatile. We also take our first look at investor response to Trump's win and what we think some of the over (and under) reactions have been so far, and what the true implications of changes in fiscal and regulatory policy may mean. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
It was double trouble for the Supercars Championship Series, with Will Brown his first Supercars title while spearheading a Red Bull Ampol Racing one-two that left the squad dominating the Teams' Championship. And because it was the Adelaide 500, there was heaps happening. Turn 8 was tearing up cars again, and we think there is a simple fix or two to keep it challenging but to reduce the danger that left two drivers not well enough to race. Zach Bates locked down the Dunlop Super2 Series in a 'future' star studded field when some of the main game teams start looking properly. Todd Hazelwood did the same in Trans Am… and Adam Marjoram won the Super Utes. Harri Jones won the Carrera Cup, but he'd already done that before Adelaide. Then there was George Martin - aka Jorge Martin - getting the job done in MotoGP. But there was no PG this week, so we roped in Melinda Price, and we may keep her. Tell us what you think! And if you are on the AC Delco site, use AAREVL25 for a 20% discount on all your parts. All this and more on the latest episode of the Auto Action RevLimiter. Check out https://autoaction.com.au/ for all the latest updates and dropping news. Thanks to Byron Clarke for production support.
Episode 302 is a special and fun one, as we welcome to the podcast three design professionals, all of whom are graduates of the Mindful Design Feng Shui School. Today's show is a wide ranging conversation about how the practice has influenced and continues to inform their work as interior designers. Tori McBrien, Will Brown, and Erin Delander, all longtime friends of the show, each offer their unique perspectives on everything from how they integrate feng shui into their design practice, how feng shui helps them prepare for a new design project, the ways they use feng shui to support their work life, and much more. Today is a fun one!Thanks so much for listening to the Holistic Spaces Podcast brought to you by Mindful Design Feng Shui School!-Sign up for our newsletter for exclusive complimentary special workshops and offers for our newsletter subscribers ONLY! -Make sure you're following us on Instagram for feng shui tips and live Q&A's.-Learn about our courses and certification on our website at: Mindful Design School.-Check out our older episodes on our Holistic Spaces Podcast archive.MORE QUESTIONSHire one of our Mindful design school Grads for a 1-1 consultation. We know so many personal questions come up. That's why you need a 1-1! Laura and Anjie offer all these freebies, but if you want to learn more it's time to ask a professional. learn more HERENEW EPISODES OF THE HOLISTIC SPACES PODCAST BY MINDFUL DESIGN ARE AVAILABLE EVERY MONDAY.ORDER OUR NEW BOOK HERE
A full debrief from the Gold Coast 500, and a look towards what awaits us in Adelaide. Broc Feeney let's fly on what the Championship fight could look like for him and his team mate Will Brown at the VAILO Adelaide 500, plus Tim Slade opens up on his full time racing career after 16-years coming to an end and Aaron Love with his take on his Rookie Year and the world of racing with a laugh a long the way. Plus, insights into the 2025 calendar and YOUR MAILBAG. It's all there for you on another free flowing, fresh, Driver's Only chat. Plus, the hot tips for what awaits at The Gala. Head to Rusty's Facebook, Twitter or Instagram and give us your feedback and let us know who you want to hear from on the next instalment of Drivers Only!See omnystudio.com/listener for privacy information.
All the major motorsports championships around the world are closing in on their finals rounds, and all are trimming the contenders. Supercars and MotoGP are down to two, F1 is also maybe two but that is a stretch, and NASCAR still has eight… but only for one more week. So how did it all happen? We debrief Supercars on the Gold Coast and wins to Cam Waters and Brodie Kostecki, but a shocker to Chaz Mostert has left that title fight down to only Triple Eight teammates Will Brown and Broc Feeney with one round remaining. Waters said he wanted to be a nuisance, and he was. Lando Norris and Max Verstappen clashed again in F1, and this time the powers that be ruled a line in the sand under Verstappen's petulant behaviour and driving standards and the F1 drivers told the flawed Dutchman they are over it… We're loving the NASCAR Playoffs and can't wait for the cut throat Supercars Finals next year, but what would have happened if the series was using our Finals system as proposed weeks ago? Hint – Chaz is out of the running, but Brodie ain't. And if you are on the AC Delco site, use AAREVL25 for a 20% discount on all your parts. All this and more on the latest episode of the Auto Action RevLimiter. Check out https://autoaction.com.au/ for all the latest updates and dropping news. Thanks to Byron Clarke for production support.
This week, Will and Adam discuss how markets typically respond to the election cycle, and the importance of staying committed to the long-term view when it comes to investing. We also do a deep, some may say submarine, dive on the phenomenon causing some of the extreme weather we are seeing, and compare this type of explosion and its effects to how the explosion of post-Covid stimulus has affected inflation, stocks, and bonds. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
We recap the historically strong year-to-date performance of equities and compare Q3 versus the first half of the year. We also delve into the potential market implications of the upcoming presidential elections as well as the ongoing (and escalating) conflict in the Middle East. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
The Rush Hour Melbourne Catch Up - 105.1 Triple M Melbourne - James Brayshaw and Billy Brownless
The week after the Grand Final is a challenge for October Back-In-The-Bin Brownless, but we've put together the very best stuff from this week. Billy has his 5 at 5:05 moments from GF day, then NRL legend Aaron Woods previews tonight's Grand Final between the Storm and the Panthers. Topics Brownless wants to know when you ran into an ex, and Saints B&F winner Callum Wilkie stops by for a chat. We recap Billy's performance on The Amazing Race as it gets to the pointy end, and Supercars Championship leader Will Brown calls in ahead of next weekend's Bathurst 1000. Finally, JB has an email asking for a retro Idiot File, and we find a joke from Billy that's actually half-funny. See omnystudio.com/listener for privacy information.
The Rush Hour Melbourne Catch Up - 105.1 Triple M Melbourne - James Brayshaw and Billy Brownless
JB is back in studio, as Billy kicks things off with the All Sports Report. Then Saints B&F winner Callum Wilkie is in studio fresh off a Bali holiday. JB has found an interesting article about Billy, but we have to cut it short because cricket royalty Beth Mooney phones in from Dubai ahead of the T20 Women's World Cup. The boys chat about Joe Daniher's retirement, then speak to the man who broke the story - Brian Taylor. Supercars Championship leader Will Brown calls in to preview the Bathurst 1000, then Billy finishes things off with a slightly fruity joke.See omnystudio.com/listener for privacy information.
Nieves Concostrina habla sobre el linchamiento de Will Brown en los disturbios raciales de Omaha (Estados Unidos) en 1919.Ya puedes escuchar Polvo eres, exclusivo en Podimo: https://go.podimo.com/es/polvoeres
Nieves Concostrina habla sobre el linchamiento de Will Brown en los disturbios raciales de Omaha (Estados Unidos) en 1919.Ya puedes escuchar Polvo eres, exclusivo en Podimo: https://go.podimo.com/es/polvoeres
Host Jeremy C. Park talks with Will Brown, Managing Partner of The Benefits Group, who highlights how his company is able to help small to medium size organizations offer “Fortune 500 benefits.”During the interview, Will discusses transparency in coverage legislation and why it matters, how Tennessee and Texas soon will be opening up opportunities for consumers to take advantage of cost savings, and how these will become trends shaping the future. Will talks about the competitive advantages in offering benefits, some of the different options companies can pursue, and how the options are becoming more customizable. Will wraps up with how technology is making the whole process easy, and then a tip for how business owners can approach the process to get the most out of it for their business and their employees.Visit https://www.thebenefits.group for more information.https://www.linkedin.com/company/the-benefits-group/about/https://www.facebook.com/thebestbenefits/
Special guest Kalee Kreider joins us to discuss the recent presidential debate, its impact on the November election, and all things political. We also explore the impact of broad trends like inflation and AI on the election, the economy, and markets. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
One of the most talked about feature guests is back on the pod! Tony Quinn checks in with his report card on Supercars and a window into the new look Triple 8 Executive Team. Will Supercars return to his Queensland Raceway and is four race tracks (farms as he calls them) enough or is he eyeing up another? The character and the commitment of Will Brown, the laser focus and determination of Broc Feeney and why he could bounce back in the enduros. Somewhere in Tony's insanely busy schedule he makes time for philanthropic projects and he is ultra passionate about them, from Greg Murphy's Street Smart Road Safety Program to helping the next SVG or Scott Dixon on the pathway via his Tony Quinn foundation. When the Scotsman talks, we're always captivated. This chat lives right up to that and more. If you love this, and havn't listened to his feature chat, check out TQ's Rusty's Garage episode here. Head to Rusty's Facebook, Twitter or Instagram and give us your feedback and let us know who you want to hear from on Rusty's Garage.See omnystudio.com/listener for privacy information.
Early this summer, the Capital Region based Americana band Zan and the Winter Folk released their first full length album “New Morse Code.”Led by songwriter Zan Strumfeld on guitar and vocals, The Winter Folk are Michael Gregg (banjo), Will Brown (lead guitar), Sean Fortune (Upright Bass) and Brendan Tompkins (drums). In addition to the core group, “New Morse Code” features other artists from the greater-Troy music community - adding vocals and instrumentation for various of the personal, haunting, resilient songs.
We go deep inside all the CHAOS from TASSIE, look ahead to SANDOWN, chat SILLY SEASON, discuss co-drivers, strategy, Bathurst and answer YOUR questions. Over to Will Brown who leads Jack and Jimmy through it all. Plenty of fun along the way, as well! Head to Rusty's Facebook, Twitter or Instagram and give us your feedback and let us know who you want to hear from on the next instalment of Drivers Only!See omnystudio.com/listener for privacy information.
I can't believe we are already here, it is time once again to be joined by the Red Bull Ampol racing duo of Will Brown and Broc Feeny for the Quarterly review and yes, we made it through Q1 and we're into Q2.US MERCH STORE:https://us.gypsy-tales.shop/SPONSORS:DRINK AG1: http://www.drinkag1.com/gypsytalesMake sure you use the code to get your years free supply of Vitamin D and 5 FREE travel packs!Motosport: http://www.motosport.comThis episode is brought to you by the 50th Anniversary Edition YZ250 2-Stroke - Click the link below to find out more.https://yamahamotorsports.com/models/...MANSCAPED: http://www.manscaped.comGet 20% Off + Free Shipping, with the code GYPSYGANGKRUSH OZ: https://krushoz.comDriTimes: http://www.dritimes.comFIST HANDWEAR: http://www.fisthandwear.comCODE: GYPSYGANG 15%DIXXON: http://www.dixxonquality.com.auTROPICAL AUTO GROUP: http://www.tropicalauto.com.auSUBSCRIBE TO THE PODCAST ►https://www.youtube.com/channel/UCsBG...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.