Winnipeg Sports Talk with Andrew "Hustler" Paterson brings you the latest news, analysis and opinion on the local sports scene including Winnipeg Jets, the Winnipeg Blue Bombers, the major sports and of course betting & fantasy.

WST Sunday Live: Winnipeg Jets vs Minnesota Wild today, Hellebuyck out 4-6 weeks

Winnipeg Sports Talk

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Hellebuyck Injury and Implications: Connor Hellebuyck will miss 4-6 weeks after undergoing arthroscopic knee surgery. This puts significant pressure on backup Eric Comrie and potentially Thomas Milich, who will likely get starts in back-to-back situations. The hosts debate whether the Jets can maintain a .500 record during this stretch, which would be considered a success given Hellebuyck's importance to the team.

Recent Game Analysis vs Carolina: The Jets lost 4-3 to Carolina but played one of their better five-on-five games of the season. Despite giving up a goal on the first shot, they showed resilience and improved puck battles below the goal line. Special teams ultimately let them down in a game where they otherwise matched up well against the top team in the East.

Brad Lambert Trade Request: The Jets have given 2022 first-round pick Brad Lambert permission to seek a trade. The hosts discuss his uneven development since being drafted 30th overall after once being projected as a top-five prospect. His market value is uncertain, as he has not consistently performed well enough to prove he deserves NHL minutes, scoring just 7 goals in 61 AHL games last season.

Adam Lowry's Extension: The Jets captain signed a 5-year, $5 million per year extension. The hosts strongly support this move, citing his leadership, playoff clutch moments (including his Game 7 double-OT winner against St. Louis), and impressive 64.4% five-on-five goal share over the past three seasons despite facing tough matchups.

Quarter Season Report Cards: The hosts graded each Jets player relative to pre-season expectations. Josh Morrissey received the highest grade (A+) for his Norris-caliber play, while players like Gabe Velardi, Mark Scheifele, Kyle Connor, and Morgan Barron earned high marks. Gustav Nyquist and Luke Shen received lower grades for underperforming expectations.

Minnesota Wild Matchup Preview: Today's game against the Wild presents a significant challenge as Minnesota is 8-1-1 in their last 10 games and has leapfrogged the Jets in the standings. The hosts predict a physical contest and note the Jets will need to replicate their recent strong five-on-five performances to have a chance without Hellebuyck.

Manitoba Moose Success: The Moose have won six straight games and are showing impressive depth throughout their lineup. Players like Walker Duehr (trending up with 6 goals, 3 assists) have been standouts during this streak, and their recent victories have showcased the organization's improved focus on creating a winning culture in the AHL.

Playoff Positioning Outlook: Both hosts predict the Jets will be below the playoff line when Hellebuyck returns around the Christmas/New Year period. While the Jets are currently in a playoff spot by points percentage, the upcoming schedule and adjustment to life without their MVP goaltender will likely see them slip in the standings.

Milestone Goal for Josh Morrissey: Morrissey is having the best season of his career, currently ranking second among NHL defensemen in scoring. The hosts argue he should be considered for Team Canada and is performing at a Norris Trophy finalist level.

Line Shuffling for Today's Game: The Jets have adjusted their lines, moving Adam Lowry to the second line with Namestnikov and Perfetti, while creating a third line of Niederreiter-Toews-Nyquist. The hosts express optimism about the fourth line of Koepke-Barron-Iafallo, dubbing it "the sauce line" with potential to dominate opposing fourth lines.
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Millennial money expert Victoria Devine shares her foolproof tips for financial freedom.

Investing Diaries: She Didn’t Invest for Two Years… and Her Portfolio Grew $20K Anyway

She's On The Money

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- From Investing Novice to Portfolio Success: This anonymous money diarist began her investing journey during COVID-19 lockdowns in 2020. Previously believing investing was only for "guys on Wall Street," she spent six months learning through podcasts and social media before making her first investment. Starting with micro-investing platforms like Spaceship, she gradually progressed to CommSec Pocket and eventually the full CommSec platform.

- Building a $75,500 Portfolio: Over four years, she invested $55,000 and saw her portfolio grow to $75,500 - a 36% return - despite not investing at all for the last two years. This growth came purely from share price increases rather than dividend reinvestment, showing the power of market growth even without active management.

- Core and Satellite Investment Strategy: The diarist follows a "core and satellite" approach with approximately 50% of her portfolio in VDHG (Vanguard Diversified High Growth ETF) as her core holding. The remainder is spread across ETFs like NDQ (BetaShares NASDAQ 100), IXJ (iShares Global Healthcare), AFI (Australian Foundation Investment Company), and direct shares in Wesfarmers and Bendigo Bank.

- Impressive Returns from Direct Shares: Her best performing investment has been Wesfarmers with a 93% return. She chose this direct share because she could see value in companies owning essential retailers like Bunnings, believing they would remain stable through market cycles. Her NDQ holding has also performed exceptionally well with an 85% growth.

- Life Priorities Interrupted Investing: After consistently investing for two years, she paused to prioritize other financial goals - buying her first home and saving for her wedding. This demonstrates how investing journeys often include breaks as life milestones take financial precedence.

- Future Investment Plans: Rather than reinvesting dividends automatically, she's been collecting them in a savings account (approximately $2,500 over two years). She plans to return to investing, possibly implementing Victoria's suggestion of setting up dividend reinvestment plans to better harness compound interest.

- Mindset Transformation: Her best money habit has been transforming from a consumerist mindset to a more minimalist approach. Before investing, she spent heavily on fast fashion and nights out; now she prioritizes making her money work for her future self.
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Practical, efficient and fun, The Legal Department podcast delivers the bottom line of what busy in-house attorneys need to know to level up their career. Whether you’re the general counsel or just starting a career in a corporate law department, The Legal Department podcast is the place to get real world advice from leading legal executives, executive coaches, and other thought leaders on how to grow your career and deliver more value to your clients.&nbsp; Through conversations with prominent general counsel, chief legal officers and select law firm thought leaders, you’ll get to the bottom line of what you need to know about front page legal issues like digital privacy, cybersecurity and AI. Guests will share their strategies for managing the legal team, budgets, and navigating tricky company politics. Episodes will also tackle in-house fundamentals like the attorney client privilege, litigation, M&amp;A, governance and working with boards of directors and the c-suite.&nbsp;&nbsp; The Podcast will also feature guests from the c-suite, executive coaches, and other thought leaders who will offer practice insights for attorneys seeking to fuel their own professional development and build those elusive “soft skills.”&nbsp; Each episode of The Legal Department will provide practical tips and takeaways that you can use to take your in-house career to the next level.&nbsp; The Legal Department podcast provides practical, concise, and actionable insights for busy in-house attorneys. Whether you're a seasoned general counsel or a new corporate law professional, each episode of The Legal Department offers the essential tools, information, and resources to enhance your professional skills. Elevate your career and deliver value to those you serve. Each episode features in-depth conversations with prominent general counsel and chief legal officers, and select law firm thought leaders who share war stories from their own careers. Learn how to tackle any situation with finesse and confidence, no matter how delicate or politically challenging. Accelerate your journey towards a fulfilling legal career through these podcast conversations. Guests will share key insights and strategies for effectively managing legal teams, budget oversight, navigating company politics, and mastering in-house fundamentals like privilege, litigation, M&amp;A, governance, and board interactions.Becoming an in-house leader requires more than legal knowledge and experience.&nbsp; It requires business acumen, executive intelligence, and being a team player within your company and with your partners. &nbsp;The Legal Department podcast will help you level up your career. Host Stacy Bratcher, a general counsel and chief legal officer with nearly twenty years of in-house experience, has fun and engaging conversations about legal careers within in-house legal departments.&nbsp; The Legal Department podcast delivers informative, relatable, and practical advice from thought leaders. As she explores topics with exceptional attorneys, c-suite executives, and other key business partners, you will gain a deeper understanding of front-page legal issues, become more familiar with the impact of today's technology on your practice, and learn to cultivate stronger relationships to position yourself as an approachable and effective legal partner. No matter where you are in your career, The Legal Department is here to help you tackle whatever comes your way. Join Stacy in these episodes filled with inspiring stories, valuable advice, and tips to elevate your legal practice. Become an invaluable asset to your organization or law firm and establish yourself as the dependable professional they can't afford to lose. Level up your legal career with The Legal Department podcast.

Escape From Meeting Hell: Run Better Meetings With Anita Kishore, Executive Coach [E82]

The Legal Department

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Establishing Clear Meeting Objectives: Former Bain consultant Anita Kishore emphasizes that every calendar invitation should include the meeting objective and agenda. She learned this lesson the hard way when a CEO canceled a standing meeting because he didn't understand its purpose, creating ripple effects for others counting on decisions from that meeting.

Setting Expectations and Effective Communication: Three key elements for successful meetings are setting expectations with team members, clear communication about why and how, and prioritization. When invited to meetings without context, it's appropriate to ask about the meeting's purpose, your role, and what's expected of you.

Project Charter for Clarity: For complex projects, Anita recommends creating a one-page project charter that includes the project title, objectives, and clearly defines everyone's roles. This helps participants understand why they're included and what's expected of them.

The RACI Accountability Matrix: This McKinsey-developed tool helps clarify everyone's role in a project: Responsible (person handling day-to-day responsibility), Accountable (person signing off on decisions), Consulted (stakeholders who need to provide input), and Informed (those who just need updates). Using this framework helps participants understand their purpose in meetings.

Managing Participant Dynamics: For uneven participation, leaders should actively invite quieter participants by saying, "I'd love to hear from those who haven't spoken yet," followed by waiting at least 10 seconds (which can feel uncomfortable but creates space for introverts). For those who dominate conversations, setting time limits and gently interrupting with "In the interest of time, we need to move on" helps maintain balance.

Staff Meetings and All-Hands Best Practices: All-hands meetings require significant structure, planning for tough questions, and managing feedback channels. For regular staff meetings, consider standing meetings (which run 20-30% shorter), rotating leadership roles, and delegating agenda creation to team members to increase engagement and responsibility.

Improving Existing Meeting Structures: Even if you've been running the same meeting for months or years, it's never too late to implement better practices. The potential upside of more effective meetings makes it worth trying new approaches, regardless of how established the current format may be.
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Did you ever wonder why the Bible is hard to understand?

What if God wrote the Bible in such a way as to hide a deep secret from Satan and his angels?

Bible Mysteries unlocks the secrets in the Bible! Join Scott and John as they guide you through ancient mysteries that reveal much about what is going on in your world today.

Learn more at https://biblemysteriespodcast.com

The Secret of the Lord Part 5: Israel Blinded, Grace Revealed

Bible Mysteries

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- Combating Apostasy in the Modern Church: Social media and online platforms are filled with false teachers spreading heretical statements for clicks and likes. The key to combating this growing apostasy is understanding the mysteries of God and rightly dividing the word of truth, which protects believers from deception.

- Paul's Unique Ministry to the Gentiles: Paul received a special dispensation of grace from God to minister to the Gentiles, which was recognized by Peter, James, and John who gave him "the right hands of fellowship." Unlike the 12 apostles who were part of Israel's program, Paul was specifically appointed as the 13th apostle with a distinct message for the Gentiles.

- The Blinding of Israel: Israel's rejection of Jesus as Messiah led to a prophesied spiritual blindness. This blindness was foretold in Scripture and Jesus himself cited Isaiah when explaining why he began speaking in parables. The blindness is temporary ("in part") and will remain "until the fullness of the Gentiles be come in."

- God's Purpose in Israel's Rejection: God used Israel's rejection of Christ to bring salvation to the Gentiles. Through Israel's fall, the gospel went out to all nations, which would ultimately "provoke them to jealousy" and eventually lead to Israel's restoration. This was part of God's mysterious plan that Paul describes in Romans 11.

- The New Covenant and Israel's Future: The new covenant promised in Jeremiah 31:31-34 is specifically with "the house of Israel and the house of Judah," not the church. Israel will ultimately be saved as a nation when they turn from their transgression of rejecting Jesus and acknowledge him as their Messiah. This refutes "replacement theology" which falsely claims the church has replaced Israel in God's plan.

- Different Gospel Messages: The gospel of the kingdom (preached to Israel) has been paused, while we are currently in the dispensation of the gospel of grace. In the current dispensation, both Jews and Gentiles are saved individually through faith in Christ, not through national covenants or the Mosaic law. The kingdom program is suspended, not canceled.

- Present Salvation Available to All: While Israel nationally awaits restoration, any person (Jew or Gentile) can be saved today through faith in Christ's finished work. Unlike Israel who must await their national day of atonement, believers today have "already received the atonement" through Jesus's death and resurrection.
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Fallen angels. Ancient giants. Demons and monsters. Did giants once rule the earth? Did demigods and monsters like those of Greek mythology actually exist and were worshiped or feared by humankind? And if there’s evidence that supernatural beings are real, what does it mean for us today, for the future, and for the end of the world? Jesus said, ”As in the days of Noah, so it will be when I return.” Join brothers Luke and Pete Ohlinger as they dive into the historical, the biblical, the supernatural. The Days of Noah Podcast. Uncovering the past. Connecting the present. Discerning the future. 

All of us must choose a side in this life- Jesus Christ The Infinite, or an inferior and finite god. Choose wisely! The consequences of this choice will last for all eternity. 

#twopointfivepercent

EP 158: Pharmakeia Death Industry- Treating Cancer, Killing Patients w/ Ty Bollinger, Part 1

The Days of Noah

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• Personal Loss as Catalyst for Cancer Activism: Ty Bollinger's journey began after losing his father to stomach cancer just 25 days after diagnosis in 1996, followed by the deaths of several other family members to cancer. He believes many died from the treatments rather than the cancer itself, which motivated him to research alternative cancer treatments and write "Cancer Step Outside the Box" in 2006.

• The Allopathic Approach to Cancer: In America, the focus is on treating rather than curing or preventing cancer, often resulting in patient death after generating substantial revenue. Most conventional treatments rely on a "cut, poison, burn" methodology (surgery, chemotherapy, radiation) that can be more harmful than the cancer itself, with iatrogenic (doctor-caused) deaths being the leading cause of mortality in the US.

• Terrain Theory vs. Germ Theory: While conventional medicine follows Louis Pasteur's germ theory (focusing on pathogens), Bollinger supports the terrain theory championed by Antoine Béchamp and Claude Bernard, which emphasizes that the body's internal environment determines susceptibility to disease. A strong immune system can fight off pathogens, making nutrition and lifestyle crucial factors in health maintenance.

• The Rockefeller Takeover of Medical Education: In 1910, the Flexner Report, funded by John D. Rockefeller, evaluated medical schools across the US. Schools teaching drug-intensive medicine received positive ratings and substantial funding ($500 million, equivalent to about $20 billion today), while homeopathic and natural medicine schools were labeled as "quackery" and eventually closed down.

• The AMA's Campaign Against Natural Medicine: The American Medical Association, established in the mid-19th century, actively worked to suppress alternative treatments. Bollinger notes that the AMA was the first to use "quackery" as a pejorative against homeopathy and herbalism. A 1987 court case (Wilk vs. AMA) found the AMA guilty of conspiring to suppress chiropractic medicine.

• FDA Evolution and Pharmaceutical Influence: The FDA began as the Bureau of Chemistry in the 1860s and was originally intended to prevent misbranded or adulterated foods and drugs. According to Bollinger, it quickly deviated from its original purpose and became focused on controlling medical treatments. Today, the pharmaceutical industry heavily influences the FDA through lobbying, revolving-door employment practices, and financial relationships.

• Suppression of Effective Natural Treatments: Many natural cancer treatments have been suppressed not because they don't work, but because they can't be patented and therefore don't generate significant profits. Bollinger references the 1953 Fitzgerald Report to Congress, which found evidence of conspiracy to suppress natural cancer treatments like the Gerson therapy and Laetrile (vitamin B17).

• Modern Medical Education Gaps: Most medical doctors receive minimal education on nutrition (as little as three hours in their entire medical training), leaving them ill-equipped to address root causes of disease through dietary and lifestyle interventions.

• Pharmaceutical Terminology and Biblical Connection: Bollinger points out that the root word of "pharmaceutical" is "pharmakeia," which in the Bible means witchcraft or sorcery. He suggests this connection is significant as pharmaceuticals are foreign substances that alter the body's natural state.

• Financial Incentives in Modern Medicine: The healthcare system is structured to incentivize drug prescriptions. For example, Medicare reimbursement requirements encourage quick prescriptions rather than spending time with patients, and pharmaceutical companies use various tactics to influence doctors, including attractive representatives, free meals, and luxury vacations.

• Information Revolution in Alternative Cancer Treatments: Bollinger's work has helped pioneer greater awareness of alternative cancer treatments. When he published his first book in 2006, information about natural cancer treatments was scarce. Now, through his documentary series "The Truth About Cancer" and other efforts, this information is much more accessible.
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You can‘t hide from The Saad Truth!  The home for science, reason, logic, and common sense.

Islam and the West - Suicidal Empathy Will Destroy Our Civilization (The Saad Truth with Dr. Saad_922)

The Saad Truth with Dr. Saad

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- The Bacon Incident in Florida: Dr. Saad discusses a recent incident where Christian evangelists brandished bacon to mock Muslims praying in a public space in Florida. While acknowledging the behavior was obnoxious, he argues that the subsequent charges of hate crimes and enhanced felonies for this act represent a disproportionate response in a society built on freedom of expression.

- Tolerance in Western vs Islamic Societies: Dr. Saad contrasts the interfaith coexistence expected in Western societies with what he describes as a lack of such mechanisms in many Islamic-majority countries where Muslims constitute 95-99% of the population. He argues this creates different expectations about religious criticism when Muslims immigrate to Western countries.

- Demographic Shifts and Religious Power Dynamics: The speaker presents his theory that religious tolerance correlates with minority/majority status, suggesting that religious groups may appear tolerant when in the minority but become less tolerant when they gain demographic advantage. He cites examples of formerly Christian-majority regions that became Islamic-majority over time.

- The Meccan vs. Medinan Periods: Dr. Saad discusses Islamic history, contrasting what he describes as the peaceful early Meccan period when Muslims were a small minority with the later Medinan period where the message became more assertive as the faith gained followers. He claims this pattern repeats itself in contemporary society.

- Dearborn as a Case Study: The speaker repeatedly references Dearborn, Michigan as an example of what he sees as changing power dynamics in a community with a significant Muslim population, suggesting it demonstrates his theory about how tolerance diminishes as demographic power increases.

- The Boiling Frog Parable: Dr. Saad employs this metaphor to suggest that cultural accommodations to Islam happen incrementally below a "just noticeable difference" threshold. He lists examples like halal food in schools, hijab-wearing police officers, and call to prayers as small changes that collectively transform society without triggering resistance.

- Suicidal Empathy: Dr. Saad introduces his concept of "suicidal empathy," which he defines as dysregulated, hyperactive empathy that targets the wrong people. He suggests Western societies are suffering from this condition, resulting in accommodations that ultimately threaten their foundational values and freedoms.
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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them

Equity Mates Investing Podcast

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Nvidia's Rollercoaster Earnings Report: Nvidia reported record quarterly revenue of $57 billion (up 62% year-on-year) and increased their Q4 guidance to $65 billion. Despite CEO Jensen Huang's bullish comments that "AI Capex is not slowing, it's accelerating," the stock experienced extreme volatility - initially rising after-hours then dropping 9% the following day, wiping out $450 billion in value (equivalent to NAB, Westpac, BHP, and Commonwealth Bank combined).

Hearts and Minds Conference Overview: The annual conference brings top fund managers to pitch their best stock ideas, with proceeds supporting medical research. The associated listed investment company (HM1) has delivered 12.3% returns per annum since inception and has donated over $80 million to medical research.

Entertainment Industry Picks: Two top picks focused on live entertainment: TKO Group (owner of UFC and WWE) poised to benefit from growing streaming rights and live events, and Live Nation, the world's largest live entertainment company, positioned to capitalize on increasing demand for in-person experiences as forecasted by Dan Loeb of Third Point.

Industrial Manufacturing Opportunities: Several picks targeted manufacturing, including Morimatsu International (builds modular factories for pharmaceuticals and battery makers), Steel Dynamics (largest US steel producer using recycled scrap metal), and Heidelberg Materials (leading cement and aggregates company set to benefit from European infrastructure spending).

Demographic Trend Investments: Brookdale Senior Living was highlighted as positioned to benefit from America's aging population (the "Silver Tsunami"), with potential to quadruple in value if they increase occupancy rates to 90%, particularly by targeting the wealthiest 10% of seniors.

Emerging Markets Focus: Policy Bazaar (PB FinTech India) was pitched as a way to capitalize on India's massive growth potential, with over 120 million registered customers on its insurance marketplace and high-margin renewals business, forecasted to grow revenues at 35%.

Technology and Software Selections: Monday.com was highlighted as a workflow management platform used by major corporations like Coke, Unilever, and Canva, with strong "Rule of 40" metrics (revenue growth + profit margin exceeding 40%) despite being down 40% in the past year.

Semiconductor Supply Chain Plays: Multiple picks focused on semiconductor manufacturing equipment, including ACM Research (positioned to benefit from China's push to domesticate semiconductor supply from 20% to 90%), and Ibara (Japanese company in a duopoly for semiconductor production equipment that polishes wafers).
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Trevor Long and Stephen Fenech love technology - every week they'll talk about the latest news, moves, reviews and information about anything technology!

Electric Cars: BYD Boss talks 2026 in Australia and the new Atto 1

Two Blokes Talking Tech

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BYD Brings Affordable EVs to Australia: BYD has announced pricing for their new Atto 1 and Atto 2 models, with the Atto 1 starting at $23,990, making it Australia's most affordable EV. This pricing puts it on par with combustion engine competitors like the Toyota Yaris and Mazda 2, representing the first time electric vehicles have achieved price parity with petrol cars in Australia.

Atto 1 Targets Urban Drivers: The Atto 1 is positioned as a compact city car with a range of 220-320 kilometers, making it ideal for urban commuting. It's expected to appeal to first-time car buyers and older drivers who typically make shorter trips. The hosts suggest it would be especially economical for retirees with home solar systems.

BYD's Product Strategy: Stephen Collins, Chief Operating Officer of BYD Australia, explained that BYD aims to have vehicles at every price point to serve all customer needs. The company doesn't plan to discontinue existing models like the Dolphin and Atto 3, but rather expand its lineup to give consumers more choices across different segments.

Remarkable Growth in Australia: BYD has experienced extraordinary growth, selling its 80,000th vehicle in Australia this month. The company has moved from selling around 4,000 vehicles per month earlier in the year to 4,000-5,000 per month currently, with models like the Shark 6 and Sea Lion 7 driving significant sales.

Focus on Customer Experience: Collins emphasized the importance of every customer touchpoint, from dealership visits to test drives and service appointments. BYD is investing in infrastructure like a 20-30,000 square meter parts warehouse in Melbourne and another in Brisbane to improve their service capabilities.

Localization for Australian Market: BYD is investing in local testing and engineering to ensure their vehicles are optimized for Australian conditions. They bring engineering teams from China to collaborate with local engineers on suspension tuning and ride quality for the Australian market.

Future Plans and Ambitions: Collins indicated BYD aims to be in the top three brands in Australia by the end of 2026. The company plans to fill gaps in their lineup and enter new vehicle segments. Upcoming models include the Sea Lion 8, a seven-seat plug-in hybrid coming in early 2026.
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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Will Burry or BABA invigorate a short week?

Wall Street Breakfast

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Market Overview: The S&P 500 posted a four-day losing streak and ended the week down 2%, while the Nasdaq shed 2.7%. Markets will be closed for Thanksgiving Thursday and will close early on Black Friday, with light trading volume expected.

Alibaba Earnings Spotlight: Alibaba reports earnings on Tuesday with Wall Street expecting EPS of 81 cents on $31.19 billion in revenue. Contrasting analyst views have emerged, with JR Research upgrading to buy based on AI initiatives and cloud revival, while KM Capital maintains a strong sell rating, citing stretched valuation.

Busy Earnings Calendar: A packed earnings week includes reports from multiple major companies, with Tuesday being particularly busy. Notable companies reporting include Zoom, Dell, Best Buy, HP, Autodesk, Dick's Sporting Goods, and Nio, among others.

Michael Burry Announcement: The "Big Short" investor has teased a disclosure for Tuesday, with speculation it could relate to his warnings about the AI trade or accounting practices of hyperscalers. Burry recently clarified that while he deregistered his hedge fund, he continues to trade with his own money.

Economic Data and Consumer Confidence: September wholesale inflation and retail sales figures will be released Tuesday. The Conference Board's consumer confidence reading is expected to decline for the fourth straight month, with Wells Fargo noting that Americans reporting plentiful jobs is near its weakest point since 2017 outside the pandemic.

Notable News Items: The Department of Government Efficiency (DOGE) has ceased operations, Elon Musk aims to dominate AI chip production with plans to release new designs annually, and Bill Ackman is reportedly planning an IPO for Pershing Square Capital Management valued at over $10 billion.

Goldman Sachs Hedge Fund VIP List: Goldman's list of the 50 stocks most popular with hedge funds remains dominated by mega-cap tech companies. The top holdings include Amazon (157 funds), Microsoft (123), Meta (88), Nvidia (85), and Alphabet (84), with the basket historically outperforming the S&P 500 in 59% of quarters since 2001.
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I'm that YouTube Philosophy Guy! Find more than 3,000 videos in my main channel.  Support my video and podcast work!  https://www.patreon.com/sadler or https://www.buymeacoffee.com/A4quYdWoM

Learn more about this podcast channel - https://youtu.be/qRvL0gqlyrw and https://gregorybsadler.substack.com/p/the-sadlers-lectures-podcast

Due to popular demand - and with the work underwritten by my Patreon supporters - I have been converting my videos into MP3 files listeners can listen to anywhere they want!

I have a second podcast, Mind & Desire, publishing original episodes on a variety of topics in philosophy, which you can find here - https://gregorybsadler.substack.com/podcast

Ayn Rand, The Virtue of Selfishness - Consciousness, Animals, and Humans - Sadler's Lectures

Sadler's Lectures

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Ayn Rand's Hierarchy of Being: Rand establishes a hierarchy of being with humans at the top, followed by animals, plants, and mere matter at the bottom. This hierarchy is designed to explore the concepts of survival and values across different levels of existence.

Mere Matter vs. Living Beings: Rand argues that inanimate matter has no values because it has nothing to gain or lose, whereas living things are self-sustaining entities that engage in actions to maintain their existence. Living organisms depend on obtaining material from their environment and properly using that fuel, with survival as the standard determining what is "proper."

Plants and Simple Organisms: Plants engage only in "automatic physical functions" without consciousness or intentionality. They operate according to their biological programming without feeling pleasure or pain and have no choice in their actions.

The Three Levels of Consciousness: Rand identifies a progression of consciousness: sensations (the lowest form), perceptions, and concepts (the highest form). Sensations are automatic responses to stimuli, while perceptions involve retaining and integrating sensations to recognize entities rather than just stimuli.

Animals and Perceptual Consciousness: Higher animals possess perception, allowing them to recognize things, form associations, and have an "automatic code of values" regarding what benefits or endangers their lives. However, animals are limited by their inability to extend knowledge beyond what they directly perceive or what is instinctual.

Human Consciousness and Concepts: Humans are unique in having conceptual consciousness, defined as "a mental integration of two or more perceptual concretes which are isolated by a process of abstraction and united by means of a specific definition." This allows humans to extend knowledge far beyond immediate perceptions.

Human Reason and Volition: Rand emphasizes that reason is the faculty that identifies and integrates sensory information, but unlike animal perception, thinking is not automatic. Human consciousness requires volition—the choice to focus one's mind. When unfocused, a human mind operates at a "subhuman" level, merely experiencing sensations and perceptions like animals.

Reason as the Human Means of Survival: While animals can survive through instinct and perception alone, humans require reason to survive. Even basic physical needs cannot be met without thought processes. For Rand, distinctively human consciousness is rational consciousness, which must be volitionally exercised rather than being an automatic function.
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Welcome to The Ripple, where extraordinary women executives share their turning points, growing pains, breakthroughs, and triumphs to help you show up with confidence. Brought to you by Cofounder/Executive Producers Melissa Moody and Leslie Greenwood and hosted by Ashley Laabs (Composure Digital). This podcast is part of Wednesday Women - a company that spotlights extraordinary executives in an effort to raise visibility of women in our social feeds, keynotes, podcasts, and panels.&nbsp;

Special Series: Executive Presence, Reimagined: Energy, Attention & How You Show Up

The Ripple: A Podcast from Wednesday Women

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- Redefining Executive Presence: Executive presence isn't just about appearance but encompasses energy, charisma, and how you occupy space. It's important for leaders to define what executive presence means to them personally rather than adhering to a generic definition.

- The First Five Minutes Matter: People form judgments within the first five minutes of meeting someone based on how they look, carry themselves, and the energy they project. These initial impressions contribute significantly to perceptions of executive presence.

- Presence as Full Sensory Engagement: Drawing from gestalt therapy principles, Glo Harris explains that true presence involves engaging all senses in the moment—not just seeing and hearing, but fully noticing others and the environment around you.

- Practical Boardroom Behaviors: Harris provides specific advice for demonstrating presence in meetings, such as avoiding constant note-taking (which can make you appear like "the secretary you're not"), breaking conversation intentionally if you need to write something down, and making deliberate eye contact without scanning the room too quickly.

- Stage Presence Techniques: When speaking publicly, leaders should avoid being stuck behind a lectern, move deliberately (not frantically) across the stage, make direct eye contact with audience members, use minimal notes on index cards, and keep slides simple. Harris emphasizes that audiences remember presence and stories far more than they remember data or charts.

- The Impact of Physical Presence: How you look, sound, move, and make others feel through storytelling creates lasting impressions that far outweigh content, which is often forgotten shortly after it's delivered.
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AI Chat is the podcast where we dive into the world of ChatGPT, cutting-edge AI news and its impact on our daily lives. With in-depth discussions and interviews with leading experts in the field, we'll explore the latest advancements in language models, machine learning, and more. 

From its practical applications to its ethical considerations, AI Chat will keep you informed and entertained on the exciting developments in the world of AI. Tune in to stay ahead of the curve on the latest technological revolution.

Google Must 1,000X AI Compute, Increases CapEx to $93B

AI Chat: ChatGPT &amp; AI News, Artificial Intelligence, OpenAI, Machine Learning

AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning

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- Google's Exponential AI Compute Expansion: Google announced they need to double their AI compute capacity every 6 months to meet surging demand, with plans to increase capabilities 1,000x over the next 4-5 years at the same cost and energy levels - a challenging but necessary goal to remain competitive.

- Massive Capital Expenditure Growth: Google has raised their capital expenditure forecast to $91-93 billion for the year, with significant increases planned for 2026. Collectively, major tech companies (Google, Microsoft, Amazon, Meta) expect to spend more than $380 billion this year on AI infrastructure.

- Infrastructure Efficiency vs. Raw Spending: Google's head of AI infrastructure emphasized that the goal isn't just outspending competitors but creating more reliable, performant, and scalable infrastructure. This includes developing custom silicon like their 7th generation TPU "Ironwood," which is 30 times more power efficient than their 2018 model.

- Economic Challenges of Free Services: Google faces the unique challenge of integrating expensive AI capabilities into services users expect for free (Gmail, YouTube, Search). The company must find ways to scale compute power without increasing costs to maintain their business model.

- Competitive Pressure and Market Concerns: Sundar Pichai addressed employee questions about a potential "AI bubble burst," emphasizing that the greater risk is underinvesting. He noted that Google's cloud business grew 34% annually to $15 billion in the quarter, with a $155 billion backlog, suggesting strong continued demand.

- Compute Scarcity as a Business Limiter: Pichai revealed that Google's cloud numbers "would have been much better if we had more compute," indicating that compute capacity, not demand, is currently limiting their growth. This scarcity has created opportunities for startups that can provide alternative computing resources.
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The Best in Bitcoin made Audible.
Guy Swann makes the knowledge of Bitcoin, the world's most secure, independent money, accessible to everyone. Exploring Bitcoin from an investment perspective, economic analysis, its philosophical foundations, & technological primitives. Reading and distilling thousands of hours of others' works on Bitcoin, Guy explains everything you need to know.

Read_916 - The Thermodynamic Monetary Transition

Bitcoin Audible

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## Comprehensive Summary of "The Thermodynamic Monetary Transition"

Bitcoin as a Monetary Phase Transition: The podcast presents an analysis demonstrating how Bitcoin represents a fundamental shift in monetary coordination—the first system deriving legitimacy from thermodynamic irreversibility (proof-of-work) rather than social consensus or institutional authority.

30 Universal Laws Across Multiple Disciplines: The analysis examines Bitcoin through various scientific lenses including network topology, thermodynamics, information theory, statistical mechanics, game theory, evolutionary biology, and complex systems theory—all converging to validate Bitcoin's unique properties.

Metcalfe's Law and Network Value: Research shows Bitcoin's price correlates with Metcalfe's Law (network value grows proportional to the square of users), explaining 80-90% of price variance from 2010-2025. A curious observation is the decline in daily active addresses from historical averages of 700,000 to current 208,000, potentially explained by Layer 2 migration.

Thermodynamic Security: Unlike fiat systems secured by social trust or gold secured by nuclear physics, Bitcoin's security budget ($40.5 million daily in energy costs) creates "thermodynamic write-once memory"—digital history that cannot be altered without extraordinary energy expenditure.

Power Laws and Self-Similar Scaling: Bitcoin price follows a power law trajectory (exponent 5.5-5.8) with high correlation (R² > 0.95), suggesting it behaves more like a physical diffusion process than a typical financial asset.

Game Theory and Nash Equilibria: Mining has remained a stable Nash equilibrium for 16 years with zero successful 51% attacks, as honest mining consistently proves the dominant economic strategy despite theoretical attack vectors.

Lindy Effect and Anti-Fragility: Bitcoin demonstrates the Lindy effect—its survival probability increases with age. At year 16, it has a 99.2% probability of surviving to year 17. Each stress test (Mt. Gox collapse, China mining ban, regulatory attacks) has paradoxically strengthened the network.

Thier's Law and Monetary Hardness: In free markets, good money drives out bad (inverse of Gresham's Law). Data from high-inflation countries shows strong correlation between inflation rates and Bitcoin adoption, validating this principle.

Future Probability Scenarios: The analysis presents five scenarios: Digital Gold Equilibrium (48% probability), Hyper-Bitcoinization (22%), Fragmentation/Stagnation (23%), Quantum Collapse (5%), and Black Swan events (2%).

Falsifiable Predictions: Four specific predictions are made for 2025-2030, including Bitcoin reaching $3 trillion market cap by December 2030 and hash rate exceeding 2 zetta-hashes/second by December 2027.

From Social to Physical Trust: Bitcoin represents a shift from monetary systems based on authority (government, gold) to one based on energy expenditure and mathematical proof—a transition comparable to moving from divine right to constitutional rule in governance.

Implications Beyond Finance: The analysis suggests Bitcoin's implications extend beyond money to epistemology (verifiable truth without intermediaries), politics (individual monetary sovereignty), economics (lowering time preference), and science (new consensus mechanisms).
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Robinson Erhardt researches symbolic logic and the foundations of mathematics at Stanford University. Join him in conversations with philosophers, scientists, weightlifters, artists, and everyone in-between. 


https://linktr.ee/robinsonerhardt Support this podcast: <a href="https://podcasters.spotify.com/pod/show/robinson-erhardt/support" rel="payment">https://podcasters.spotify.com/pod/show/robinson-erhardt/support</a>

264 - Lee Cronin: The Chemistry of Life

Robinson's Podcast

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- The Origin of Life as a Universal Process: Lee Cronin sees the question of life's origin on Earth as relatively uninteresting compared to understanding the universal process that gives rise to life throughout the cosmos. He believes that wherever there is matter, energy, and heterogeneity in the universe, selection processes will eventually lead to complexity and life.

- From Sand to Cells: Cronin describes life as emerging through a process of continuous death and rebirth of material. Objects form, most are destroyed by harsh environments, but some survive. When surviving objects can influence their environment to create more of themselves, complexity increases, eventually leading to cells. This cycle of creation, destruction, survival, and propagation is the core mechanism.

- Assembly Theory: This theory, developed by Cronin and collaborator Sarah Walker, proposes that causation is fundamental to understanding complexity. It measures the minimum number of steps required to assemble an object and examines how many identical copies exist in nature. The theory argues that complex objects with many identical copies must be products of life or technology, not random chance.

- Assembly Index and Copy Number: Assembly theory quantifies complexity through two parameters: the assembly index (number of steps to make a molecule) and copy number (how many identical copies exist). For example, ATP has an assembly index of 21. When complex molecules appear in multiple identical copies, it indicates selection has occurred rather than random formation.

- Chemputation: Cronin has developed a programming language for chemistry ("chemputation") that allows for reliable production of molecules. This technology aims to create a "Google for chemistry" - a search engine for the origin of life that can reliably produce specific molecules through programmed steps.

- AI in Chemistry Research: AI helps connect experimental design with data collection to predict future experiments in Cronin's lab. However, he criticizes both AI doomers and optimists for making claims without mechanisms. He believes AIs lack agency and goals - these come from humans - and fears about AI becoming sentient are unfounded.

- Biosecurity Concerns: Discussing the potential for his chemical technologies to be misused, Cronin emphasizes the importance of openness in science while implementing safeguards like chemical digital rights management with encryption protocols. He maintains that developing new technologies responsibly is preferable to suppressing innovation.

- Life as Persistence from Existence: Cronin defines life as networks of molecules that can resist environmental destruction and propagate themselves into the future. As he puts it: "Life is about persistence from existence. So you produce a thing that exists. Great. Well done. But then it has to persist long enough to be effective to do something else."

- Scientific Approach to Big Questions: Throughout the conversation, Cronin positions himself as asking fundamental questions from a chemist's perspective: "Why does biology exist from the chemistry I know?" and "What turns sand into cells?" He describes wanting to discover what selection is in the same way Newton discovered gravity.

- Matter with a Self: Cronin introduces the concept that when matter develops a "self," it can become alive. This self-concept goes beyond cells to encompass how matter can become autonomous and develop the ability to persist against environmental challenges.

- Chemistry as Key to Life's Emergence: Cronin argues that chemists have been undervalued in discussions of life's origin compared to physicists and computer scientists. He believes chemistry, particularly the forming and breaking of bonds, is central to understanding how life emerges from non-life.
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The Prancing Pony Podcast is a weekly show about the Middle-earth legendarium of J.R.R. Tolkien, hosted - for six seasons - by Alan Sisto and Shawn E. Marchese. Now in its ninth season, Alan is joined by an all-star cast of co-hosts as he explores more of Middle-earth!
Alan and all his co-hosts are passionate Tolkien enthusiasts, inviting listeners to enjoy their detailed exploration of Tolkien’s work, with smart but straightforward discussion and a healthy dose of self-effacing humor, pop-culture references, and bad puns. These are the folks you'd want to hang out with at a pub and talk Tolkien with!

391 – By Grabthar’s Hammer, What a Book!

The Prancing Pony Podcast

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Michael Drout's Journey to Writing "The Tower and the Ruin": The book originated from Professor Drout's realization that Tolkien's works inspire unique reading behaviors – like being reread dozens of times and read aloud to children – unlike any other literature. After writing an op-ed about how Middle-earth isn't just a "sandbox" like the Marvel Cinematic Universe, Drout was approached by a publisher and developed his approach of being transparent about his personal relationship with the text rather than creating an "imaginary ideal reader."

The Secret Power of Textual "Grain": Drout introduces the metaphor of textual "grain" (like the grain in wood) to describe how inconsistencies and contradictions in Tolkien's work actually enhance its authenticity. These small imperfections and artifacts from the composition history (like Aragorn exhibiting behaviors originally written for the hobbit character "Trotter") give the text a sense of depth and realism similar to real historical records.

Tolkien's Inventive Synthesis: Rather than simply creating a "mythology for England," Tolkien practiced what Drout calls "inventive synthesis" – filling gaps in fragmentary medieval literature with harmonious creations. For example, Tolkien created the concept of dark elves (like Eöl) to explain inconsistencies in Norse mythology, creating connections that make his fictional world feel historically authentic.

Frame Narratives and Textual Layering: Drout highlights Tolkien's subtle use of frame narratives, noting that Bilbo's birthday speech appears in italics because it's meant to be a document that Bilbo took with him to Rivendell rather than simply dialogue. This "heterotextuality" (the impression of different texts being assembled together) gives readers the sense they're experiencing real historical documents rather than just fiction.

The Least Knowledgeable Character Technique: Tolkien consistently focalizes scenes through the eyes of the character who knows the least about what's happening (like Gimli among the Three Hunters), allowing readers to learn about Middle-earth alongside the characters. This avoids clumsy exposition and naturally introduces world-building elements, deepening readers' emotional engagement with the story.

The Reading Aloud Experience: Tolkien wrote with oral delivery in mind, carefully structuring his prose to work when read aloud. Unlike many authors, Tolkien mastered the clarity of "turn-taking" in dialogue and provided consistent orientation in space and time. Reading aloud also forces engagement with poems and landscape descriptions that silent readers might skim, enhancing the immersive quality of the work.

The Price of Moral Choices: Drout argues that Tolkien shows characters making the right moral choices but still paying a heavy price. He believes Frodo used the Ring to dominate Gollum's will – the one thing the Ring should never be used for – and that this morally necessary but corrupting act marked the beginning of Frodo's deterioration. This demonstrates Tolkien's core moral principle that forcing others against their will is fundamentally wrong.

Heimweh: Pain for the Lost Home: Drout introduces the German concept of "Heimweh" (homesickness so powerful it was once considered a potentially fatal condition) to describe the emotional core of Tolkien's work – a profound sense of loss and separation from home. The Silmarillion expresses pure Heimweh through the Elves' loss of paradise, while The Lord of the Rings transforms this into what Tolkien called "tears that were blessed without bitterness."

Beauty Rising from Catastrophe: While the Silmarillion contains unrelenting tragedy, Drout argues that its enduring beauty remains its most powerful quality. Every victory falls apart, but the aesthetic vision Tolkien created (like his description of Eldamar) transcends the sadness, offering a glimpse of something eternal amid the ruins.

"They Cannot Conquer Forever": Drout identifies hope as the central emotional gift of Tolkien's work – not consolation that makes grief disappear, but a framework that gives shape to formless sorrow. The very existence of these stories proves Húrin's battlefield cry that "day will come again," as the memory of heroic deeds persists even through catastrophe. The endurance of ruins themselves becomes a metaphor for hope – damaged yet still standing.

Tolkien's Political Neutrality: Drout observes that both right-wing and left-wing readers claim Tolkien as their own, which he attributes to Tolkien being "not on anybody's side" like Treebeard. Tolkien's core message transcends political ideology: it's wrong to dominate others' wills, a principle that no political system fully embodies but that speaks to something fundamental in human nature.

The Paradox of the Shire: What readers most deeply respond to in Tolkien's work is the vision of the Shire – a place where people cooperate naturally without coercion or violence. While impossible to fully realize in our world, we can catch glimpses of this cooperative spirit in communities of shared passion, like Tolkien fan gatherings.
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A Podcast about Cryptid beings such as Bigfoot, Dogman, Jersey Devil, the Loch Ness Monster, Aliens, and much more! Have stories to share? Sightings? Visit us at www.cryptidcreatures.net or email us at info@cryptidcreatures.co

Wildmen in West Virginia! EP. 256

Cryptid Creatures

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- David's Bigfoot Sighting in West Virginia: David described seeing a large reddish-brown figure crouched on a ridge parallel to his backyard in West Virginia. The creature was backlit by the sun, had hair hanging down from its arms, and appeared to be holding onto a tree. He estimated it was about 6.5-7 feet tall if standing upright. The sighting lasted approximately three minutes.

- Ongoing Activity on David's Property: Beyond visual sightings, David reports regular activity including wood knocks (when there's no wind), whoop calls in a nearby valley, and small pebbles being thrown at him and his family while sitting outside. He's also experienced unexplained banging on metal outbuildings at night.

- Possible Family Group: Based on the frequency and variety of activity on his property, David believes there might be a family group of Bigfoot rather than just individuals passing through occasionally. He notes that his closest neighbor is about a mile away, so the activity can't be explained by human neighbors.

- Local Investigation Experience: David is actively involved in Bigfoot research, having been interested in the topic for about 10 years and conducting field investigations for the past year. He recently investigated another property two miles from his home where 6.5-foot tall figures with green eyeshine were reported.

- Theories About Bigfoot: David rejects interdimensional and cloaking theories about Bigfoot. Instead, he believes they're likely related to hominids or a species of Ice Age ape that evolved to walk upright, similar to Dr. Jeff Meldrum's theory. He thinks they're masters of camouflage in their environment rather than supernatural.

- Seasonal Patterns and Migration: David believes Bigfoot may migrate, noting that sightings in certain areas are seasonal - some locations have sightings in summer, spring, and fall but none in winter, while other areas show the opposite pattern.

- Cave Utilization Theory: While David doesn't believe Bigfoot permanently live in caves or abandoned mines, he suggests they might use these structures for temporary shelter, particularly during hunting season when humans are more active in the woods.

- Active Research Group: David is part of the WV Case Bigfoot Collective, a team that conducts regular investigations and camp-outs in West Virginia's forests. The team is active primarily in their home counties but also comes together for larger investigations.
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The Presidio Group’s Director of Multimedia and Events, Jason Stein, hosts Full Throttle, a podcast that brings together industry leaders to discuss retail trends, innovation and thought-provoking business models. Jason interviews some of the industry’s key personalities and insiders. Full Throttle will be available on YouTube, Spotify, Apple Podcasts, Google Podcasts, Stitcher and Pandora. Tune in to stay ahead of industry news and learn how some companies are thriving in the new automotive landscape.

Episode 58: George Karolis - President, The Presidio Group

Full Throttle, a Presidio Podcast

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• 2025 M&A Market Momentum: The automotive dealership M&A market experienced a slow start in early 2025 due to election uncertainty, but activity surged in the second half of the year once election results were finalized. The Presidio Group closed 16 transactions in the first 10 months of 2025, with expectations for continued strong activity in 2026.

• Landmark Transactions: Several high-profile deals occurred in 2025, including the sale of Fletcher Jones Mercedes and Audi in Chicago to AutoNation, Mercedes Benz of Buckhead in Atlanta to Group One, and Stivers Automotive Group's Subaru store to Lithia. The Presidio Group also recently helped Sewell Companies acquire Land Rover Bernie near San Antonio.

• Brand Desirability and Geography Focus: Toyota and Lexus continue to be the most desired brands in dealer sentiment surveys, with BMW and Mercedes also ranking highly among luxury brands. Other strong performers include Kia, Subaru, Honda, and Ford. There's an increasing "flight to quality" where brand strength and geographic location are becoming more important factors in dealership valuations.

• Portfolio Management Strategy: Sophisticated dealer groups are increasingly focused on strategic portfolio management rather than indiscriminate growth. This includes evaluating which stores align with long-term goals, addressing franchise cap limitations, facility needs, and optimal resource allocation, especially given the challenges of finding qualified personnel.

• New Profitability Baseline: Dealership profitability has stabilized at approximately double pre-COVID levels. While there are variations by brand, the industry has found a "new normal" in earnings. Dealers are demonstrating resilience through multiple revenue streams—when one department underperforms, others often compensate, particularly the fixed operations side which remains consistently strong.

• Valuation Complexities: Dealership valuations require deep analysis beyond simple earnings multiples. Private dealer financial statements often require normalization, and the sustainability of earnings is more important than historical performance. The Presidio Group also emphasizes revenue multipliers as a more stable valuation metric during periods of earnings volatility.

• Relational vs. Transactional Approach: The Presidio Group emphasizes building long-term relationships rather than focusing solely on transactions. This includes providing thought leadership, research, and strategic advice to help dealers navigate industry changes and optimize their business operations with support from experts in various fields like real estate and banking.
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Join Chris Schmidt, Elijah Herbel, and the Hail Varsity team of experts for the best sports talk radio show around. Don’t miss a day without your Husker coverage.

Live on air: Monday through Friday 4:00-6:00 p.m
-ESPN 590 AM (Omaha)
-KFOR 1240 AM/101.5 FM (Lincoln)
-Newstalk 900 AM (Columbus)
-1460 AM/1550 AM (Kearney, Hastings, Grand Island)

Also streaming live online on Saturdays from 7:30-9:00 a.m.

Watch Live on YouTube:
Afternoons with Chris Schmidt and Elijah Herbel

PENN STATE RECAP & LIVE REACTION | Nebraska Football Postgame Show

Hail Varsity Radio

Hail Varsity Postgame

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Penn State Dominates Nebraska with Physical Play: Nebraska suffered a crushing defeat at Penn State with a final score much worse than expected (41-13). Penn State physically dominated the game from the beginning, particularly in the run game where they gained over 230 rushing yards at 5.9 yards per carry while attempting only 12 passes.

Nebraska's Run Defense Woes Continue: The Huskers' inability to stop the run, a recurring issue this season, was thoroughly exploited by Penn State. Despite having two weeks to prepare following a bye week, Nebraska's defensive line failed to set the edge, missed tackles, and allowed Penn State running back Katron Allen to become the school's all-time leading rusher.

Offensive Struggles Despite Some Bright Spots: With freshman quarterback TJ Lateef making the start, Nebraska was forced to throw 37 times, which is not a winning formula for this team. While Emmett Johnson managed to rush for over 100 yards, the offense couldn't sustain enough drives. The offensive line did perform relatively well against a talented Penn State defensive front.

Bye Week Preparation Questions: Much of the frustration stems from Nebraska having two weeks to prepare for this game and still appearing completely unprepared for Penn State's physical approach. The Huskers had watched film on Penn State's previous game where they used a similar run-heavy approach against Michigan State.

Lack of Physical Response: The hosts noted that Nebraska was "bullied" early in the game and never properly responded with the necessary physical toughness. They discussed how physicality is largely a mindset issue that should be addressable even with a talent differential.

Quarterback Development and Depth: Despite the loss, TJ Lateef showed flashes of his potential, particularly his ability to extend plays. The hosts emphasized the importance of maintaining quarterback depth with both Dylan Raiola and Lateef, pushing back against fans who suggest Nebraska would be fine if Raiola were to leave.

Looking Ahead to Iowa: Nebraska's final regular season game comes against Iowa on a short week. The hosts believe Nebraska can still win this game despite Iowa's similar physical approach, as Iowa lacks the elite running backs Penn State features. A win would give Nebraska their 8th victory, which would represent the significant progress many expected from the program this season.
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Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.

#727 - "Corn Yield Uncertainty with Mark Welch" - Weekly Market Outlook: Nov 24th - 28th

The Ag View Pitch

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- Uncertainty Remains Over Final 2025 Corn Yield: Mark Welch from Texas A&M believes the USDA's November corn yield estimate of 186 bushels per acre is not settled. Historical data shows the November estimate was higher than the final January number in 12 of the last 20 years. The government shutdown disrupted data collection, missing the October crop report and weekly condition ratings, which may have affected the accuracy of the November estimate.

- Potential for Yield Revisions in Coming Reports: While USDA typically doesn't adjust U.S. production numbers in December reports, this year could be different due to the disrupted reporting calendar from the government shutdown. Even a modest downward revision to the yield estimate could impact prices positively given the strong demand base across ethanol, exports, and feed usage.

- Holiday Period Offers Basis Opportunities: The Thanksgiving week and the period between Christmas and New Year's often present favorable basis opportunities for farmers willing to deliver grain when others aren't working. These timeframes typically see less grain movement but continued processor demand, creating potential for both basis improvement and price volatility due to thinner market volume.

- Building Better Relationships with Grain Buyers: Welch emphasized the importance of viewing processors and elevators as customers rather than suppliers. He recommends regular communication with grain merchants to understand their challenges and needs. Farmers who position themselves as reliable, accommodating suppliers often receive preferential treatment and better basis opportunities than those with adversarial relationships.

- Trade and Tariff Uncertainty Continues: The uncertainty around tariff policy and trade negotiations remains an overarching concern for agricultural commodities. Recent announcements about China purchasing 25 million metric tons of U.S. soybeans represent progress, but this is below the pre-trade war average of 30 million metric tons. Trade disruptions have restructured global grain flows, with competitors gaining market share that may be difficult to recapture.

- Corn Export Demand Remains Robust: Despite trade tensions, U.S. corn exports have been exceptionally strong, reaching record levels in recent years with further increases in the November WASDE report. This strength in feed grain exports provides an important foundation for the market while soybean exports work to recover from trade disruptions.

- 2026 Planning Focuses on Acreage Shifts: For 2026, a major market driver will be acreage allocation between corn and soybeans. After having 6 million more corn acres in 2025, a shift back to soybeans for 2026 would significantly reduce corn supply and potentially support higher prices. This acreage question will gain clarity with the USDA's February outlook forum and March planting intentions report.

- Managing 2026 Marketing Decisions: With 2026 corn production costs around $4.68/bushel and soybeans at $11.81/bushel according to Profit Manager data, Welch recommends having the majority of next year's crop priced before mid-June. He suggests starting with 20-30% sold in late fall/winter and taking advantage of rallies, however modest. Using objective price targets based on historical December contract performance can help remove emotion from marketing decisions.

- Enhanced Safety Net Options for 2026: Welch's final recommendation focuses on understanding the improved safety net options available for 2026, including better reference prices for PLC guarantees and enhanced cost-sharing arrangements for crop insurance. Producers should consider buying higher coverage levels or adding supplemental coverage options that may have been too expensive previously, especially with the potential for December futures to serve as favorable crop insurance base prices.
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Discussing anything and everything related to J.R.R. Tolkien, from Middle-earth to real life.

Tolkien on Masculinity: How to Be a Good Man in Middle-Earth

The Tolkien Lore Podcast

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# Tolkien on Masculinity: How to Be a Good Man in Middle-Earth

Aragorn as the Masculine Ideal: Gandalf's description of Aragorn—"strong and stern underneath, bold, determined, and able to take his own counsel and dare great risks at need"—exemplifies traditional masculine virtues. These qualities highlight not just physical strength and courage, but also wisdom and discernment in risk-taking.

Faramir's Balanced Masculinity: Beregond describes Faramir as both "wise and learned in the scrolls of lore and song" and "a man of hardihood and swift judgment in the field." This portrays an ideal where intellectual pursuits and artistic appreciation coexist with practical capabilities and courage.

Contrasting Boromir's Flaws: Boromir represents potentially negative aspects of masculinity—being reckless, overeager, and glory-seeking. This contrast with Faramir and Aragorn helps define the boundaries between healthy and unhealthy expressions of masculine traits.

Hospitality and Kindness: Through characters like Théoden, Tolkien shows that being hospitable and kind are important masculine virtues. Théoden demonstrates kindness to Merry and shows hospitality to Gandalf and the three hunters, while also displaying the humility to admit when he's made mistakes.

Planning and Cheerfulness: The hobbits demonstrate complementary virtues—Merry is the planner who considers the future and prepares accordingly, while Pippin brings "endless cheerfulness" that lifts others' spirits even in dire circumstances. Both qualities are presented as valuable masculine traits.

Bearing Burdens and Service: Frodo exemplifies the willingness to take on difficult burdens and see them through despite hardship, while Sam represents loyal service, hard work, and common sense. Together they show that a good man carries his responsibilities faithfully and helps others carry theirs.

Being "One and Whole": Frodo's advice to Sam at the end—"You cannot always be torn in two"—emphasizes the importance of being resolute and undivided. This represents the masculine ideal of being "the rock" that others can rely on, which requires inner strength and clarity of purpose.
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