Podcasts about xme

Focused on sustainable change management, personal growth and the balance of life, Iryna Manukovska explores the art of driving organisational change by building on existing structures, navigating multi-generational workforces and blending innovation with experience. Fuelled by freedom, curiosity and adventure, she reflects on imposter syndrome, parenting challenges and the pursuit of purpose, Sharing her philosophy of balancing adventure with responsibility, Iryna offers a fresh perspective on achieving fulfilment and how to drive sustainable change. KEY TAKEAWAY ‘Now my big question is how to drive changes within organisations in a sustainable manner so we don't break but we rebuild.'   ABOUT IRYNA Iryna Manukovska, VP of Innovation at XME.digital. Makes innovation work across tech companies. She has a MSc in Applied Mathematics and has worked across the service, marketing and entertainment industries. Iryna's passion is about bringing a new perspective and building a system of growth on top of it. Works as a mentor and guest lecturer on micro and women entrepreneurs programs. Hard LEGO fun and family hiker. As a second career she works as a contemporary interdisciplinary artist who uses open questions and philosophical essays with abstract paintings to ignite the inner dialogue.    CONNECT WITH IRYNAhttps://www.linkedin.com/in/manukovska/   ABOUT AMY Amy is a life purpose coach, author, podcast strategist, global podcaster, professional speaker, trainer and mastermind host. Helping you to improve productivity, engagement and fulfilment in your everyday life and work. Prepare to banish overwhelm, underwhelm and frustration to have clarity of purpose and create a more purposeful, sustainable and fulfilling way of life.   WORK WITH AMY If you're interested in how purpose can help you personally and professionally, please book a free 30 min call via https://calendly.com/amyrowlinson/call   BOOK RECOMMENDATION* Focus on Why by Amy Rowlinson with George F. Kerr – https://amzn.eu/d/6W02HWu   KEEP IN TOUCH WITH AMY Sign up for the weekly Friday Focus - https://www.amyrowlinson.com/subscribe-to-weekly-newsletter   CONNECT WITH AMY https://linktr.ee/AmyRowlinson   HOSTED BY: Amy Rowlinson   DISCLAIMER The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence. *As an Amazon Associate, I earn from qualifying purchases.

TimingResearch.com Crowd Forecast News Episode #367, recorded at 1PM ET on November 21st, 2022. The full video, timeline, special offers, and show notes available here: https://timingresearch.com/blog/2022/crowd-forecast-news-episode-367/   Highlights: • S&P 500 / $SPX / $SPY projections for the week. • Metals and Recession possibility. • Other symbols discussed: $FL, $XME, $CLF, $X, $KEYS, $LVS, $MRO, $SLB, $HAL, $DVN, $WBA, $TEVA, $AG, and more!   Lineup for this Episode: - Michael Nauss of Trade-Ideas.com & statsedgetrading.com - Sunny Harris of MoneyMentor.com - The Option Professor of OptionProfessor.com (moderator)   ⚡ eBook: 10 Recession Trading Strategies https://timingresearch.com/LR2POD   Terms and Policies: https://timingresearch.com/policies/  

In the middle of recording this, I wound up getting a phone call and upon my return I did an entire podcast, but I forgot to hit record. So instead of editing and going back, I did my best to continue after that, but if I missed anything, hit me up on Twitter and I'll cover it tomorrow. I go over my theory that we're in a range for the S&P between 3000 - 3800 and 3500 has a support level. I think you can use $SPXU $TQQQ $SQQQ and other tools to trade within this range. I also think the VIX wants to be at $35 - use $UVXY - it is at 29 at open - I think it could go to 25, but it def will hit 35 in the next few weeks. There's just too much bad news out there. $SCO and $KOLD have been the winners for the last week - BIG winners. I think $UCO and $BOIL have been oversold and will look to bounce here, but all the politicians of the world trying to bring oil and energy prices down is what's killing the stocks. $VEGI and $XME have been beaten down and are good swing trade ideas $REV - trade this one. It's super volatile and look for confirmation before buying in, but its' great for scalping. $RIO - this one has been beaten down and has a great dividend. $OXY - Bershire and Buffett bought more - I like it under $60 buy and over $60 sell - just like $DVN but I like $FANG when it gets confirmation. --- Support this podcast: https://anchor.fm/dailystockpick/support

Frank compares buying power and ROC in GLD strangles vs. /SPRE strangles. Jenny decides to close their XME strangle and replace it with a short /SPRE strangle due to the efficient margin requirements in the futures options.

Frank compares buying power and ROC in GLD strangles vs. /SPRE strangles. Jenny decides to close their XME strangle and replace it with a short /SPRE strangle due to the efficient margin requirements in the futures options.

Listen in podcast appIn this week's episode of Reformed Millennials, Broc and Joel discuss how markets are reacting to world events, highlights from the Alberta Budget, the Spotify “car-thing” and whether they’ll be able to start tracking conversions for audio advertisers after their latest acquisition. Plus a Canadian startup who started pivoted from helping refugees settle into new regions to increasing employee engagement in internal events raises a $3.5m USD seed round.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉This Market feels more like 2012 than 2022… Especially when you look at the names that are attractive.Rising rates, geopolitical stress, inflation. All reasons for recent market volatility. But the reality is, this is normal. Over the past 4 decades, the average intra-year stock drawdown was 14%. And yet, in 80% of those years, the calendar return was positive.Year over Year Hard Assets vs. Financial Assets Uranium Miners $URNM +204% Gas Expl $FCG +180% Coal Miners $ARCH +166% Agriculture $MOS +100% Oil Exp $XOP +135% Copper, Steel $XME +74% vs. Nasdaq 100 NDX +22% Bonds $ZROZ -15% Bonds $TLT -11%The main indexes tested and even went below their January lows, only to stage a major bounce towards the end of the week, last week. Given the sentiment and economic backdrop, it’s probably just an oversold bounce within a continued bear market. And yet, it’s still anyone’s guess to how long it’ll last. The S&P 500 testing its declining 20-day moving average or even 450 is not out of a question here.Metals stocks have been notably the strongest sector, probably due to war-related sanctions. XME is at 10-year highs. Steel, aluminum, copper stocks are busting loose.Oil stocks are also holding well and are setting up for potential breakouts - GUSH, ERX, AR, DVN, TRGP, FANG, MUR, SU, etc.It’s good to see stocks outside of the commodity space starting to break out and set up nicely on shorter time horizons… see SEAS, LNPH, DOCS, etc.It’s still a headline-driven choppy market that is capable of gapping up or down 2% on any given day. This environment requires one to be nimble, open-minded, and willing to trade both sides of the market.💸Reformed Millennials - Post of The WeekCharlie Bilello Had a fantastic post this weekend filled with charts.I've pulled out the Russia-centric parts of his post attached at the bottom.The Russian Ruble has completely crashed. Since its peak in 2008, the Ruble has now lost 73% of its value against the US Dollar.The Russian equity ETF ($RSX) debuted in April 2007 and has been twice as volatile as the S&P 500 since then.Have investors been rewarded for this additional risk?Not exactly.The Russia ETF ($RSX) is down 38% since inception versus a 295% gain for the S&P 500 ($SPY ETF).While Russian stocks were crashing, US stocks initially sold off in sympathy, hitting a new correction low near the open on February 24th.At -14.6% and 51 days, this was the largest drawdown for the S&P 500 since February/March 2020 and the longest since 2018.But the declines on the 24th didn’t last, as the S&P 500 rose 4.2% from its low to finish the day in positive territory. This was one of the largest intra-day rallies for the S&P 500 in history, and it occurred exactly one month after a similar rally (+4.4% on January 24).Rate Hikes:The volatility in the markets has not dampened the expectations of the market for rate hikes very much at all.While a 50 basis point (bps) initial move is now seen as a low probability event, Fed Funds Futures are still anticipating 25 bps hikes at the March, May, June, and July FOMC meetings with 6 hikes in total by year-end (to a range of 1.50%-1.75%).Why are investors expecting rate hikes in spite of the weakness in the financial markets?The glaring disconnect between Fed policy and inflation.We received more data on that front this week with the PCE Price Index showing a 6.1% increase over the last year, the highest rate of inflation in 40 years. This compares to a historical average of 3.25% inflation since 1960.Meanwhile, the Fed Funds Rate remains close to 0% versus its average over the same time period of 4.8%.Lest the Fed loses all their remaining credibility, the rate hikes are coming.https://compoundadvisors.com/2022/7-chart-sunday-2-27-22What Russian Sanctions Mean For Europe and The World“Now that the question of a Russian invasion of Ukraine has proven itself not to be a hypothetical, Western governments will be pushed to respond.The United States and its European allies are likely to pursue a sanctions campaign, but this is easier said than done. While it has been popular to deride Russia and its economy as a "gas station" masquerading as a country, the reality is that Russia is a significant--often the largest--exporter of several critical commodities. Russian exports directly feed and fuel (or enable the processes to do so) vast swathes of the world from South America to the Middle East and East Asia--in addition to lighting and heating European homes and supplying crude oil to US Gulf Coast refineries.For the latter scenario, Russian crude exports to the world's largest oil producer picked up significantly in 2021 as a result of US sanctions against Venezuela, illustrating the double-edged nature of sanctions in the globalized economy.The Ukraine War: Energy EditionThe ins and outs of the major oil and natural gas suppliers is a favorite topic of ours here at Zeihan on Geopolitics, and it forms a cornerstone of our expertise; my team and I have decades of combined experience on the issues facing global energy. Crack open any of my books and you'll see that oil and gas are usually the topic of the longest chapters. My second book, The Absent Superpower, chronicles the many outcomes of the American shale revolution. Most notable: an America able to divorce itself from the wider world, and a major regional war in which Russia invades…Ukraine.Now we are gearing up for the release of our newest project - The End of the World is Just the Beginning: Mapping the Collapse of Globalization. The new book breaks down the future shape of various economic sectors in a post-globalized world: finance, manufacturing, agriculture. Energy The rapidly-building Ukraine War obviates nothing in the new book (thankfully), but it certainly focuses the mind on the burning questions of the day. How badly will the war impact the world’s second-largest energy exporter? Which consuming markets will be most (and least) impacted? How will those markets adapt to the sudden loss of Russian exports? How long will those losses last?🌊 Canadian Companies To Peruse 🌊EPOCHAPP.COM - Founded in Kitchener, Ontario. Epoch is the employee experience platform that drives engagement in your learning programs, DEI and ERG initiatives, AMAs, All Hands and internal events. Raises $3.6m USD from Rally Ventures (feb 23rd). 🔮Best Links of The Week🔮YouTube adds another TikTok feature: live ringsThe Netherlands has fined Apple five times over app store paymentsEA CEO explains why company may ditch FIFA branding in leaked staff commentsInventing Anna Sets Surprising Netflix Record As It Remains #1 In The Top 10iPhone average selling price up 14% as iPhone 13 drives record revenue This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.reformedmillennials.com

In this week's episode of Reformed Millennials, Broc and Joel discuss Canadian Inflation, Putin’s Next Moves, A few interesting Canadian Startups and why rich people often do know what regular people want…Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉The latest CPI readings came at 7.5%; a bit higher than expectations. The market brushed off the initial selloff on the news and we even saw software and biotech stocks leading the bounce which to me was a clear sign that the 100-200 basis points increase in interest rates was probably already discounted. Then Friday’s Ukraine headlines came and the tech was poleaxed while commodity-related groups shone.Oil & gas: XLE, XOP,metals and mining: XME, fertilizers: CF, MOS NTR, SQM; Are currently the leading stocks in the market. It’s not ideal when basic materials are rising and tech is in the gutter but we have to work with what the markets provide us.Trends are trends no matter the asset.Commodities are cyclical. Their outperformance is not from yesterday. It started more than a year ago. It’s anyone’s guess how long the upswing stage is going to last. The narrative and earnings growth is on their side right now. Rising inflation expectations, reopening after Covid, and Russia/Ukraine crisis are driving oil prices. Financial markets always overshoot. Less than two years ago, no one wanted to touch energy stocks. The world was under Covid lockdown and WTI oil even went negative for a brief moment. Fast forward to today, people can’t get enough energy stocks.Thursday and Friday were big distribution days for the S&P 500 and the Nasdaq 100. Both made lower highs. SPY tested its 50-day moving averages and reversed lower. QQQ tested its 200-day moving average and pulled back. Both seem headed for a test of their January lows. If this happens, I will be watching for bullish divergences. Will fewer stocks make year-to-date new lows if the indexes revisit their lows? This would be a foundation for a more sustainable bounce. The alternative would be another leg lower. If QQQ cannot hold 340, it will probably test 320 which would represent about 20% drawdown. If 320 doesn’t hold, the next level of potential support is 300. Keep in mind that markets rarely go straight down or up. There are usually vicious rallies that interrupt downtrends. The silver lining is that the bigger the correction, the bigger the opportunities afterward.💸Reformed Millennials - Post of The WeekThe Rock is building the fastest-growing tequila brand of all time.It’s on pace to ship 1,000,000 cases this year.But it launched in March 2020 and could have failed if not for one key decision.A THREAD FROM NATHAN BOUGH ON THE STORY OF THE ROCK:Recently, he dove into entrepreneurship.Teremana Tequila looks like his biggest win to date…Celebrity-founded liquor brands have crushed over the last 10 years.• Proper No. 12, Conor McGregor – $600M exit• Aviation Gin, Ryan Reynolds – $610M exit• Casamigos, George Clooney – $1B exitBut The Rock knew nothing about the spirits industry:When he got interested in tequila, the first thing he did was travel to Mexico.“I planted my boots on the ground in Mexico to understand the tequila making process as much as I could.”He partnered with the Lopez family known for growing agave in the city of Jalisco.The distillery is running. The launch campaign looks great. Tequila tastes incredible.The only issue?It’s March 2020… quarantine hits.He scraps the polished marketing campaign.He realizes it won’t resonate with people who are stuck in their homes 24/7.Instead, he pivots to ‘Teremana Tuesdays’ – The Rock legit drinks tequila live with 1000s of fans on FB & IG.It’s a massive hit.TEREMANA TUESDAYS BECOME A STAPLE OF THE BRAND’S MARKETING.They connect The Rock, Teremana, and fans in a very intimate way.And give each an event to look forward to every week.They carry the brand through 2020, and set it up for an insane 2021…In 2021, Teremana sells over 640,000 nine-liter cases.Casamigos, George Clooney’s tequila, was doing 170,000 cases per year in 2017 — when it was acquired for $1 billion.But The Rock and team have bigger ambitions:Teremana just announced a huge deal with industry giant Jägermeister for global expansion.After a record-setting 2021, 2022 looks like it’ll be even bigger.The brand expects to ship 1,000,000 cases.It’s the fastest-growing spirits brand EVER.The Rock shows us 3 truths of entrepreneurship:Partner with great people who complement your skillsetTrust your instinctsDistribution is the ultimate advantageHe says:“I believe in being hungry, being humble, and being the hardest worker in the room.”Our Favourite Concepts from GS Bhogals Viral Twitter MegathreadSOCIAL PROOF:When unsure how to act, people copy others, outsourcing their decisions. When Sylvan Goldman invented shopping trolleys, people didn’t want to use them because they seemed silly. So Goldman paid actors to use trolleys in his stores, and everyone quickly followed.SHIRKY PRINCIPLE:Institutions will try to preserve the problem to which they are the solution. It’s the best way to ensure their survival and growth. Examples include planned obsolescence and the various “industrial complexes” (military, prison, pharmaceutical, etc).GIBSON'S LAW:“For every PhD, there is an equal and opposite PhD.”In matters of law & policy, anyone can find a subject-matter expert who supports their view, because having a PhD doesn’t necessarily make someone right, it often just makes them more skilled at being wrong.PROTEUS EFFECT:In virtual spaces, people become like their avatars. For instance, using a "sexy" avatar tends to make a person more flirtatious. This suggests people's personalities are largely a performance choreographed to social expectations.NARRATIVE-MARKET FIT:News & commentary are products, so they follow market pressures. The more a story fits a fashion or meets a strong consumer demand, the more likely it has been crafted purely for audience engagement, and the less you should trust it.MISMATCH THEORY:Moths evolved to navigate by the moon, a good strategy until the invention of electric lamps, which now lead them astray. Equally, humans evolved to be tribal, a good strategy until the Digital Age, where it now leads us to act like polarized goons online.HYPERBOLIC DISCOUNTING:Just as objects far away seem smaller, so do things far into our future. As a result, we are inclined to choose immediate rewards over future ones, even when these immediate rewards are much smaller. To overcome this bias, use @naval’s Compass:REACTIVE DEVALUATION:We judge a message by the messenger. In 2002, researchers Moaz et al showed Israelis a Palestine peace plan. When told it was authored by Palestinians, the participants rated it as far less fair than when told it was authored by the Israeli government.ANTIROUTINE:To create original output, consume unusual input. Avoid trending videos, NYT bestsellers, widely cited papers. Instead. read ignored texts, plumb the past for forgotten ideas. Step outside the zeitgeist so you can see it with fresh eyes.NOCEBO EFFECT:Harmless substances can make people feel ill if they think the substance is harmful. According to a recent meta-analysis, most adverse effects of Covid jabs are not caused by the vaccine but by fear of the vaccine!THE OPINION ECONOMY:The rise of social media as the primary mode of interaction has caused us to overvalue opinions as a gauge of character. We are now defined more by what we say than what we actually do, and words, unlike deeds, are cheap and easy to counterfeit.SIGNALING:Our social behaviors are calibrated to demonstrate our genetic fitness to other humans, primarily to the opposite sex so we can fulfill our biological imperative of procreation.Essentially, each of us is just a marketing campaign for our DNA.Fundamental Divide In Politics:Rogan has become the witch. Cancel culture warriors are those with the stones.If their stones don’t kill, they lose their power...Solution to free speech is more speech not less.Spotify increased the funding of underrepresented groups to the tune of 100mm. Funnel increased.if you don’t like someone you will throw a ism label on them that sticks.Sadly everyone has an ism that can be attached to them.From the book of John:In the law adultery was against the law but only for the woman. So society was about to stone a woman for adultery and Jesus stood in drew a line.He who is without sin should cast the first stone.Rene Girard.He who is moral absolute can throw the first stone.If we’re going to judge people on past transgressions, is it selective or does it apply to everyone?I think its pretty clear that rogan isn't a racist. and it also seemed like his apology was sincere.Super bowl ads worth the money?Huddle up from Joe Pomp did a fantastic job comparing all the economics. Check it out here.Crypto dominated everything outside of the actual game itself. Companies like FTX, Coinbase, eToro, Crypto.com, and others collectively spent nearly $50 million on just a few minutes of ad space, and most of them also ended up giving away millions of dollars in free Bitcoin on Twitter.FTX: The company hired Larry David for the 60-second spot, who plays a time-traveling skeptic that scoffs at inventions like the wheel, forks, a toilet, lightbulb, and portable music players.And it ends with someone eventually trying to interest him in crypto, and Larry David saying, “Nah, I don’t think so,” and “I’m never wrong about this stuff. Ever.”It had a good mix of creativity, entertainment, and star-power, while also shining a pretty positive light on the crypto industry in general, not just FTX specifically.You can watch the extended cut version here.But the FTX team also intelligently timed it up with a giveaway on Twitter.They offered up 7.54 Bitcoin (~$340k), and the only requirements to enter were watching the advertisement, retweeting the tweet, and following them on Twitter.The results were insane:185k Retweets100k Likes2.5M ViewsBut here’s the craziest part — the FTX Twitter account gained nearly 200k followers over the weekend, a 52% jump in followers for an already three-year-old account.In total, including the cost of air-time, production, talent, Bitcoin, and more, the Super Bowl advertising campaign probably cost FTX between $15 million to $20 million.But for a company that has accrued over $31 million of enterprise value every day over the last three years—going from a $0 valuation in 2019 to $32 billion today—that certainly seems like a drop in the bucket for some solid growth and good publicity.Thoughts On Disney:Disney DTC: IntegrationIn response to the Q4 FY21 results“Over the course of the past 6-12 months, Disney has faced some lingering questions from the investment community about its strategic decision-making… and I’ve come to believe that this skepticism is warranted. For that reason, I believe the appropriate decision is for management to seriously consider whether it’s time to pursue a different approach.”That comment was focused on the company’s U.S. DTC strategy:“I think the time has come for a change: Disney needs to collapse Disney+ and Hulu into a single app… As we saw with Hamilton, Disney+ has the ability to attract millions of new subscribers who may be outside of the Marvel / Star Wars / kids demo; the question is how they can convince these subs to keep using and paying for the service (‘One month later, almost 30% of users who signed up to watch Hamilton had cancelled Disney+’). I believe the consolidation of Disney’s U.S. SVOD services is the answer to this problem.”While the company’s DTC results were actually quite strong in Q1, with Disney+ reporting a sequential increase of nearly 12 million subscribers, it’s becoming apparent that management agrees with the logic for making some strategic changes (the opportunity to take the next step from a bundled approach to a single offering). Over the past few years, Disney+, Hulu, and ESPN+ worked well as standalone services - but adoption and engagement across the company’s U.S. DTC services will benefit greatly from this change. (That said, while I’m convinced this will happen, it will take some time; the biggest remaining hurdle is Comcast’s 33% stake in Hulu).🌊 Canadian Companies To Peruse 🌊Potentialmotors.com - The TSLA of off road vehicles 🔮Best Links of The Week🔮The $40 Billion Company That Won Super Bowl Sunday - Huddle UpBillionaires Build (How to raise money from Y Combinator) - Paul GrahamAll In Podcast - Canadian Truckers etc.Mike Green podcast - Macro Contrarian from Bill BrewsterWhat's happening with the protests? - The LineUPS on Business Breakdowns: Leaders of the Package This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.reformedmillennials.com

Bakes’ Takes Podcast Show Notes SundaySeptember 27, 2020 :38 1) Trump likely to win, buckle up!2) Watch out for zombies!3) COVID-19 vaccines-buy rumor, sell news? Bakes’ Takes—My/Our Portfolio 2:40 Clean Power, No Thanks to Al GoreNuclear energy took a leap toward being cost-effective. Yet the green lobby hasn’t noticed.By Andy KesslerSept. 20, 2020 4:29 pm ET One NuScale cluster on 30 acres replaces 11 square miles of solar panels.NuScale is not alone. Bill Gates has reportedly invested $500 million or more in TerraPower, which started in 2006 and was hoping to build SMRs in China before Trump trade tensions put the kibosh on those plans.No one likes nuclear bombs and nuclear accidents—the industry needs a marketing makeover. The HBO series “Chernobyl” was haunting but overblown. How about some rebranding? Instead of nuclear, call it carbon-free heavy metals. No? Maybe particle power? Quark spark? Anything but nukes.Either way, this sets up a great test. Joe Biden has promised to spend $2 trillion on clean energy and “achieve a carbon pollution-free power sector by 2035.” If there is a Biden administration and it doesn’t encourage the rollout of nuclear power, then, like Messrs. McKibben and Gore and other alarmists, that’s proof they’re not really serious about climate change. So what is their agenda?Write to kessler@wsj.com. Long term positive for uranium.  Bakes’ Take—Fan Mail! Calls! Questions! Mike! 5:41 John, NJ—ETF’s vs. mutual fund? Mutual fund I like? Not really. I believe stocks move in groups, try to find best. Bakes’ Take—FD, algos have made it tough to outperform, if you find one that does so consistently, invest. I want our themes (SUE-Silver, Uranium, eSports) to be layered on top of SPY and international index fund base. Ideas, services you’d like me to add, etc. Please!                            9:10 Bakes’ Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/algorithmic-commerce/id1498802610?i=1000492345242Scott Galloway—at 9 minutes or so, ACOM, WMT, why Tik Tok, no click vs. AMZN’s 1-click, include what you like and maybe didn’t know you would, return what you’d like, fascinating perspective imo https://podcasts.voxmedia.com/show/pivotw/ Kara Swisher, recommend highly, at 48 minutes ACOM mentioned here too https://podcasts.apple.com/us/podcast/635-what-is-the-state-of-us-economy-with-jim-mckelvey/id794030859?i=100049176537012:02 The James Altucher Show, big fan, almost weekly, Jim McKelvey’s, co-founder Square, Fed vice-chair, Invisibly, clever digital poll taking, my description not his, 3/3 digital primaries within a point! 55 minutes, Trump wins, vs. traditional polls showing Biden lead. Stock market predicts Trump, his to lose with month to go. https://podcasts.apple.com/us/podcast/637-who-is-going-to-win-election-what-should-you-do/id794030859?i=100049221469514:09 Altucher again, 22 minutes w/ Philip Stutts, 34 minutes—no new normal, 44 minutes 10% distrust government 3/20, 53% now, 101 minutes aggregate of public polls—electoral votes Biden 353, Trump 185 in the bank, aggregate of prediction markets Biden 290 Trump 248 need 270, PA “ground zero” right now. If win PA Trump 84% wins Presidency, 93% if Biden wins PA. Trump FL, NC PA if win those, re-elected. Trump African-American 15% vs. 8% ’16. Hispanics in FL Trump, especially Cubans. PA, WI key. Trump door-to-door 10 million doors, 1 mil doors PA, Biden phone. Fascinating debates. 96% turnout dems, 98% republicans, turnout likely record. Vaccine, economy, debates, RBG, last minute scandals ie. Access Hollywood, Woodward book, violence, etc. Trump wins. https://adamanddrdrewshow.com/18:50 Participation trophies=no losers, election outcome will not be accepted by half the country, worse than ’16 imo Bakes’ Take—Losing side won’t accept it, will drag for weeks at least. Volatility has to increase. Doesn’t seem net bullish. Bakes’ Take—Reporters of the Week! https://www.barrons.com/articles/how-to-recognize-the-growing-ranks-of-zombie-companies-5160108894020:02 Alexandra Scaggs https://www.barrons.com/articles/10-stocks-to-buy-as-the-health-care-revolution-races-ahead-5160108066221:36 10 Stocks to Buy as the Health-Care Revolution Races Ahead, According to Experts By Lauren R. RublinUpdated September 28, 2020 / Original September 25, 2020 Geoffrey Porges: We have spent a lot of time trying to figure out whether drug companies will make any profit from Covid-19 treatments or vaccines. The investment community has swung from thinking the virus would be a windfall for pharma and biotech companies to more or less discounting the expected value of Covid vaccines and therapeutics. Companies like Gilead Sciences [ticker: GILD], for example, have seen their shares round-trip. I don’t think we have ever had a more challenging forecasting assignment because we don’t know who the buyers of these products will be, what the prices will be, what the competitive landscape will look like, and even whether the products will work. The medical professionals I talk to are profoundly skeptical about the basis for EUA approval. If you map out the timeline for a more general recommendation, or what I would consider adequate safety characterization, that doesn’t happen until the second quarter of next year.  Bakes’ Take—Buy the rumor, sell the news bigger risk than many believe.  25:00 Bakes’ Take—Charts/Tweets of the Week! SPAC $’s match stock market highs. Some may be great, but…26:20In our view, looking out 5-7 years there is a large disconnect between rosy electric vehicle sales forecasts and the commodity infrastructure needed to fuel this much talked-up run. Next, think about the $3T of capex reductions which came out of the commodity space in recent years and left us with dramatically LESS of a supply threat. This crucial fact dramatically improves the risk/reward in the commodity and resource space looking out over the next 3 years.The risk-reward setup is very attractive looking out to 2021-2023. ETFs in the metals / materials space include; XME, PICK, DBB, and CPER.  With inflationary pressures on the rise, we must realize the asymmetric pay-off in being long commodities. Relative to equities they are at multi-decade lows. Commodities cycles are historically much longer than the business or credit cycle, in our view, we are at the bottom of a generational super-cycle. Soybeans--$13.27 to $16+, now consolidating   Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like. Thank you for listening, Mike Wilson is my producer. Have a great week. Bakes 30:00 Much needed levity— https://www.youtube.com/watch?v=k4r-2emIpQUAnthony Jeselnik, Trump roast https://podcasts.apple.com/us/podcast/the-jeselnik-rosenthal-vanity-project/id143490450930:25 Anthony, Gregg Rosenthal, Erica Tamposi, every podcast worthwhile imo https://www.youtube.com/watch?v=s-FltLJ2hvM30:57 Christopher Titus, Loser TrophyNew episode

Welcome all once again. Markets drop at the end of the week. The SPY holding above the 285 area. USO, XOP and OIH and holding and moving in a mixed fashion. EWW and EWZ ready to break out. Bullish: EWW, EWZ, XME, XLU, EEM Bearish: TLT, XLV, SMH, QQQ, GDX, FXI --- Send in a voice message: https://anchor.fm/tradedoc/message

Welcome all once again. Markets drop at the end of the week. Earnings beating expectations but not moving the markets. Important week for the SPY holding on to the 285 area. USO, XOP and OIH and holding and moving in a mixed fashion. EWW and EWZ slide down. Buillish: EWW, EWZ, XME, XLU Bearish: TLT, XLV, SMH --- Send in a voice message: https://anchor.fm/tradedoc/message

Dan, Link, and Scott are in the Sorgatron Media studio to talk about the New Mutants trailer, The Mandalorian season one finale, and Star Wars: The Rise of Skywalker. WHERE TO FIND US: Comic Book Pitt is part of the SORGATRON MEDIA NETWORK EPISODES: You can listen to us on iTunes, Stitcher, and Spotify! EMAIL: comicbookpitt@gmail.com SOCIAL MEDIA: FACEBOOK TWITTER INSTAGRAM

Dan, Link, and Scott are in the Sorgatron Media studio to talk about the New Mutants trailer, The Mandalorian season one finale, and Star Wars: The Rise of Skywalker. WHERE TO FIND US: Comic Book Pitt is part of the SORGATRON MEDIA NETWORK EPISODES: You can listen to us on iTunes, Stitcher, and Spotify! EMAIL: comicbookpitt@gmail.com SOCIAL MEDIA: FACEBOOK TWITTER INSTAGRAM

Welcome everyone. This week we go over the volatility and possibilities of a few markets. XLI and XME are good for the news events that have happened. Emerging markets look resilient. Good luck all and see you next week. --- Send in a voice message: https://anchor.fm/tradedoc/message

Welcome to another week. Long on XME, XRT and FXI for strong bounces. Patient on XOP, GLD, GDX shorts. Caution on Tech and QQQ. Equal weight tech is better to role with, RYT. Hold on to your shorts. Summer time is coming. --- Send in a voice message: https://anchor.fm/tradedoc/message

The 100th episode of the X-Men TAS Podcast is here! We blare the trumpets to continue one of the greatest three-parters in Spider-Man TAS history! Join us as we discuss… Is all of Spider-Man's body sticky, like you know, including his butt? How all of Peter's money troubles can be traced to the $20,000 computer […]

Episodio #PizzaFría S02E16 | En éste episodio, hablamos sobre la palícula Demoni, sobre qué serían nuestros TED Talks. Recordamos la era locomotion y hacemos spoilercast de X-Men: Apocalypse y más. #iTunes pizzafria.com