What’s up, Tribe, and welcome back to Good Moms Bad Choices! January was amazing, but its time to turn the page on the calendar and embrace beautiful new energy as we enter ‘The Journey of Love February.’ This month is all about the heart - join Erica and Milah to catch up and discuss what’s new in the world of motherhood, marriage, and amor! In this week’s episode, the ladies offer witty and sharp perspectives about personal growth in love, supporting your kids through their friend drama, and how to honor your true needs in a partnership. Mama Bear to the Rescue! The Good Moms discuss protective parenting and helping your kids fight their battles (8:00) Bad Choice of the Week: Help! My kids saw me in my lingerie! (20:00) My Happily Ever After: Erica and Milah discuss the prospect of marriage, dreams of becoming a housewife, and the top 5 ways to be confident in love (32:00) Yoni Mapping: Releasing Trauma and Increasing Pleasure (57:00) Its OK to fuck up, but also, what do you (really) bring to the table: The Good Moms have an honest discussion about finding accountability and growth before love (1:03:00) Watch This episode & more on YouTube! Catch up with us over at Patreon and get all our Full visual episodes, bonus content & early episode releases. Join our private Facebook group! Let us help you! Submit your advice questions, anonymous secrets or vent about motherhood anonymously! Submit your questions Connect With Us: @GoodMoms_BadChoices @TheGoodVibeRetreat @Good.GoodMedia @WatchErica @Milah_Mapp Official GMBC Music: So good feat Renee, Trip and http://www.anthemmusicenterprises.com Join us this summer in paradise at the Good Vibe Rest+Vibe Retreat in Costa Rica July 31- August 5 August 8 - August 13 See omnystudio.com/listener for privacy information.…
Player FM - Internet Radio Done Right
Checked 7d ago
추가했습니다 five 년 전
piworld에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 piworld 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
))
Daily Deals
PIWORLD audio investor podcasts
모두 재생(하지 않음)으로 표시
Manage series 2686645
piworld에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 piworld 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
…
continue reading
104 에피소드
공유
모두 재생(하지 않음)으로 표시
Manage series 2686645
piworld에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 piworld 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
…
continue reading
104 에피소드
모든 에피소드
×
P
PIWORLD audio investor podcasts
This week, Progressive's Jeremy McKeown and Gareth Evans describe what felt like a more normal few days, with signs of a slowing US economy and falling bond yields. This was suddenly upended by the public and bitter (and very rapid) falling apart of the Trump-Musk relationship. Musk's backing of Trump was at least partly predicated on promises of a smaller state, but Musk (and DOGE) have failed to deliver the meaningful cuts promised. Now we have Musk shouting from the sidelines about the unsustainability of the budget deficit, which could lead to downward pressure on the dollar, upward pressure on yields and increased expectations of inflation - hence buying of Gold. The UK has had growth forecasts downgraded by the OECD, to levels well below the OBR (and presumably Rachel Reeves's) expectations - so the likelihood appears to be further tax increases and spending cuts. The Mansion House Accord and the Pensions Investment Review give some (but potentially morally questionable) impetus and cause for optimism - but Wise Technologies plans to move to a main US listing, and a pulled cobalt-related IPO bring us back to earth. Progressive stocks mentioned include IG Design Group , tinyBuild , SDI , all with news, but most broadly relevant is Van Elle whose early-stage involvement in housebuilding projects is being delayed by building regulator logjams....alongside earlier news from MJ Gleeson this points to a more-cautious view on the recently-rosy prospects for housebuilders. Next week is all about US data - non-farm payrolls, inflation data and sentiment from the University of Michigan...…
P
PIWORLD audio investor podcasts
Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech. Looking to the US, Salesforce and C3.ai results show positive momentum for AI, as of course do Nvidia’s. But investors are asking more questions and AI vs. Economic Downturn is a match that’s difficult to call. Ian is more immediately concerned about the impact of US government actions to curtail sales into China by Cadence, Synopsis and Siemens EDA – companies which, like ASML and TSMC, you really need to understand to truly get tech. George and Ian ponder the Pensions Investment Review. Only serious AIM/small-cap Kool-Aid imbibers would have hoped for much, so AIM/Aquis ranking on a par with a theme park near Bedford is perhaps a result. Directing money to infrastructure/tech direct impact is an easier sell to the party/public than bailing out UK public equities. Consider those who look upon it from the outside. This is a government that is trying to do something to stimulate growth. Something that could, or even should, be seen as a positive development. To outsiders the failings of UK public equities and small-cap / AIM in particular are all too evident and have been for quite some time. It’s widely recognised as a market and regulatory structure that does not work as it should for investors or companies. Perhaps that needs changing to get Rachel Reeves onside. Grabbing the segue across to a market that has seen success on AIM, George highlights recent gaming sector newsflow and the potential for patient investors to gain from its returning health.…
P
PIWORLD audio investor podcasts
1 In The Company of Mavericks: Energy, Populism & War with Doomberg 49:32
49:32 
나중에 재생 
나중에 재생 
리스트 
좋아요 
좋아요49:32
나중에 재생 나중에 재생 리스트 좋아요 좋아요Progressive's Jeremy McKeown recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg. It has been some 15 months since they last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President. Much has happened subsequently in areas of energy policy, energy markets, politics, and global trade and conflict. And I was keen to catch up. Doomberg utilises his expertise in understanding our fundamental and complex energy requirements and how they impact the broader macro and geopolitical landscape. And, as usual, he does not pull any punches in his well-reasoned views. The pair discuss the rise of populism and the long-term outlook for energy supply and demand. In particular, how the additive energy requirements of AI might counterintuitively lead to much lower oil prices. It’s all to do with the unique economics of US shale and AI’s enormous demand for US natural gas. Doomberg also offers a no-holds-barred view of the outlook for post-Ukraine war Europe, including the need for political realignment and an explanation of why sanctions fail.…
P
PIWORLD audio investor podcasts
Cerillion CEO, Louis Hall and CFO, Andrew Dickson present the business's Interim results for the six months ended 31 March 2025, followed by a Q&A session. Louis Hall, CEO 00:16 Introduction 01:14 Company background 01:50 Cerillion's products 03:33 Business overview 03:58 H1 2025 highlights Andrew Dickson, CFO 07:25 Performance against KPI's 10:30 H1 2025 Financial highlights 12:48 Cash generation 14:02 Income statement 14:38 Balance sheet Louis Hall, CEO 15:09 Summary & outlook 17:10 Q&A Cerillion has a 25-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries. Headquartered in London, Cerillion also has operations in India and Bulgaria as well as a sales presence in the USA, Singapore and Australia. The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016. Find out more about the company here.…
P
PIWORLD audio investor podcasts
1 In the Company of Mavericks: Bitcoin is Inevitable - What's The Problem? with Joe Bryan 52:53
52:53 나중에 재생 나중에 재생 리스트 좋아요 좋아요52:53
나중에 재생 나중에 재생 리스트 좋아요 좋아요Joe Bryan is a former investment bank derivatives trader turned sports betting entrepreneur who, during lockdown, went down the proverbial Bitcoin rabbit hole. After Joe exited the company that bought his sporting odds business last year, a friend invited him on a weekend away. Each guest had to prepare a short talk to lead a discussion on a topic of their choice. Joe chose Bitcoin; it was his passion and his specialist subject. However, it's a big subject and he didn’t know where to start. So, assuming no prior knowledge, he told a story explaining why Bitcoin exists and what it fixes. He called his presentation, “What’s the Problem?," and Bitcoin was deliberately not mentioned until the last slide. The success of his pitch encouraged him to make a video, and earlier this year, Joe launched What’s The Problem? on YouTube and X. The film tells the story of two identical countries with perfect economies and perfect money, save for the existence of a big red button only for use in case of emergency in the country run by Fiatello. For the avoidance of doubt, the big red button equates to a central bank and today’s monetary policy. In so doing, Joe explains the wide range of common societal problems that stem from fiat money. These include loss of trust, obesity, family breakdowns, addiction, wealth inequality, and, of course, inflation. Joe leads his audience to the door of the Bitcoin rabbit hole. He wants to spread the word because, as he sees it, Bitcoin is inevitable; everyone will find it in their own time, but eventually everyone will get drawn in, and they will own it at their own price. Joe is a Bitcoin Maximalist who points to the launch of Bitcoin ETFs and the US Strategic Bitcoin Reserve as evidence that there is no stopping this train. Of course, he could be wrong, and as always, what you are about to hear is not investment or any other type of advice. It is for your critical evaluation and is only for your information and entertainment. Always do your own research and take professional advice tailored to your own requirements before investing a penny of your money in these crazy markets.…
P
PIWORLD audio investor podcasts
This week Progressive's Gareth and Jeremy continue their discussion about the bond market's predicament. Japan's Ministry of Finance thought that sending a questionnaire to its bond investors would resolve its problem. But it soon encountered another difficult auction, suggesting that its first step in acknowledging the problem was insufficient. Meanwhile, Japan's manufacturing prowess is under attack from China, its biggest competitor and from the US, its largest customer. The fact that Japan holds over a trillion dollars of US Treasury debt is a card to consider in its trade talks with the US. Meanwhile, Trump's tariffs have encountered a judicial roadblock, causing a sharp recovery in risk assets. However, this was not so helpful for bond markets, where investors had hoped that tariffs might plug some of the fiscal hole left by Trump's Big Beautiful Bill. In the UK, Rachel Reeves has signaled her intention to term forward its debt, increasing her interest rate exposure but lowering her short-term funding costs. Additionally, the IMF is offering air cover for her to bend her unbendable fiscal rules. A treat not afforded to her predecessors. Watch out for the spending spigots to turn fully on. The takeaway is that long-term global inflation expectations are out of the bottle, the bond market term premia hares are running, and there is a return to the old idea of outrunning the looming debt crisis. This raises the risk of monetary debasement, which should be beneficial for Bitcoin, gold, and (selectively) equities. Gareth covers updates from Beeks , and Watkins Jones . Looking ahead, it's jobs week in the US. We get EA inflation data and the ECB rate decision. Additionally, confirmation that the economy slowed sharply in Q1 could raise concerns about the potential for a recession in the US. Brought to you by Progressive Equity.…
P
PIWORLD audio investor podcasts
Progressive's George O'Connor and Ian Robertson consider Sage’s results and the return of the normal share price path following results. George points to Xero as Sage’s rain cloud whilst Ian points to the success of Sage’s Intacct offering. Gamma’s AGM statement contained comments in the UK market that led to a share price fall, although the progress in Germany is something that the market should not ignore. Tech and defence is discussed – George and Ian reflect on the spoof potential, surely not!…
P
PIWORLD audio investor podcasts
This week Progressive's Jeremy McKeown and Gareth Evans discuss a smorgasbord of newsflow...from trade deals to interest rate cuts (or lack of them) and the selection of Maro Itoje as captain of the Lions team. UK stocks discussed include ZOO Digital and Van Elle , and Jeremy describes the divergent outcomes for Alpha Group and Argentex...two payments/FX trading platforms who have had their resilience tested in recent years, with wildly different results. Next week will see UK unemployment and GDP data, with US retail sales, inflation and consumer sentiment...watch for an angry Trump.…
P
PIWORLD audio investor podcasts
Progressive's Jeremy McKeown and Gareth Evans discuss a slightly more normal week - Larry Fink and Jamie Dimon are talking up the UK market just as capital is being freed-up from the Mag Seven. The UK small-cap space is delivering strong performance from stocks able to deliver not-worsening performance...we discuss Watkin Jones , Sanderson Design Group and IG Design as well as global shipping heavyweight Clarkson. Jeremy highlights that lower energy prices could help pressure Putin towards peace, as well as potentially saving Labour's bacon - if they can wean themselves off Net Zero.... Next week is all about interest rate decisions...Trump vs Powell back in the headlines.…
P
PIWORLD audio investor podcasts
1 In The Company of Mavericks: Uncertainty, Volatility & Risk with David Dredge of Convex Strategies 1:00:50
1:00:50 나중에 재생 나중에 재생 리스트 좋아요 좋아요1:00:50
나중에 재생 나중에 재생 리스트 좋아요 좋아요Progressive's Jeremy McKeown recently spoke with David Dredge of Convex Strategies in Singapore. David is widely regarded for his deep understanding of risk and for delivering his insights in a highly engaging and entertaining manner. He dedicates his time to analysing sources of risk and developing strategies designed to mitigate their impact. His approach involves embracing convexity—purchasing pockets of inexpensive volatility as a form of insurance against adverse outcomes in uncertain environments. When should investors adopt this strategy? According to David, the answer is simple: always—just like insuring a house. David holds strong and often contrarian views that challenge the foundational assumptions of Modern Portfolio Theory, which he refers to as "Sharpe World." In his view, this framework wrongly equates risk with volatility. He brings these ideas to life through vivid anecdotes and illustrative examples that highlight the risks investors unknowingly take in markets shaped by Sharpe World principles and operated by what he calls "Rational Accounting Man."…
P
PIWORLD audio investor podcasts
Progressive's George O'Connor and Ian Robertson catch up on news and events affecting UK small and mid-cap tech. IBM’s figures get George pondering the differing paths with AI for software vs IT professional services. He highlights the Asian IT services area, where growth is notably better than in the EU or North America, before looking at results from ActiveOps, GB Group and iOmart. Ian comments on Oxford Metrics’ in-line update , Northcoders, and then Tracsis, where investors who bought into an earnings growth and digitalisation story have to work out where the UK rail system is now heading. Ian eulogises about the Stanford AI report. It provides some encouraging data for UK tech proponents and provides insight into how AI is actually being used and what limited gains AI provides. George focuses on the AI benchmarks issue – are they meaningful? Which leads Ian to question, given the huge scale and nature of many AI projects, whether any of the returns and benefits data that everyone craves is going to be valid.…
P
PIWORLD audio investor podcasts
This week, Progressive's Jeremy McKeown and Gareth Evans wonder whether there are signs of life... UK plc is perhaps "priced for failure" and recent share price moves suggest that even in-line performance (or only a small warning!) can lead to material upside. Severfield is a case in point, but this week has seen a number of examples. Jupiter and AJ Bell are also talking more positively. Still, risks abound, as the unfortunate Argentex investor base have seen - a canary in the coal mine, showing that volatility or abnormal market activity can lead to unforeseen consequences. Jeremy wonders whether the attack on US university funding could likewise lead to unexpected outcomes....…
P
PIWORLD audio investor podcasts
1 In the Company of Mavericks: The Founder Effect - Lawrence Lam of The Lumenary Global Founders Fund 39:48
39:48 나중에 재생 나중에 재생 리스트 좋아요 좋아요39:48
나중에 재생 나중에 재생 리스트 좋아요 좋아요Progressive's Jeremy McKeown talks with Lawrence Lam, who invests globally in founder-led companies. Lawrence has run the Lumenary Global Founders Fund since 2017 and is the author of "The Founder Effect - The Three Pillars of Success in Founder-Led Companies." – A great read if you are trying to understand good long-term management decisions and how to spot them. Jeremy and Lawrence discuss what exactly is the founder effect, and how can investors accurately determine whether a management team has this elusive characteristic? This is a fascinating conversation with someone who is passionate about his work and carefully studies the world’s stock markets to find his formula. We learn how he balances the less correlated world for opportunities to buy founder-led companies that offer good value, why China offers a great way to diversify a portfolio, and how BYD is poised to become the next Toyota. The pair further discuss how meeting management is useful for understanding if the company is likely to do well next quarter, but not so useful for understanding whether it will compound for you over the coming decades. Brought to you by Progressive Equity.…
P
PIWORLD audio investor podcasts
Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech. Alphawave’s lack of guidance for 2025 is no great surprise, but in an industry as complex as semiconductors can anyone take forecasts seriously. Ensilica’s recent newsflow suggests not. We can, however, confidently predict that the forecasts are wrong. Kainos is steadier than it was, but do the cuts mean that it is now out of sync with the rest of the market. George looks to the global picture and raises the long-term question that faces the UK IT services business. Accesso also looks to be regaining its poise but reminds us that it is not just hardware companies that are subject to customer and supply chain timing issues. Cirata is growing sales but is it just the old UK small-cap trap (AIM business model) of sales before profits before fund raise. The change in sales strategy in the US keeps the focus on how this company can make and grow profitable sales. Tiny Build looks to a busy year, with new products – is the games sector in a comeback year? Finally, we touch upon the Stanford AI report – nearly 500 pages covering everything from models, to hardware, to costs to energy. Thankfully, concisely summarised.…
P
PIWORLD audio investor podcasts
This week, Progressive's Jeremy McKeown and Gareth Evans consider the ongoing shocks to the global system - and wonder whether the UK (or UK plc at least) is unusually well positioned, as well as attractively priced. Although Trump's "shock and awe" has calmed this week, gold is rising, the dollar is falling and US government debt is highly volatile...it feels as though we've had "America's Brexit moment", a "global Liz Truss event" and now a re-run of Covid supply chain pressures - as we hear reports of ships halted in ports awaiting instruction, and markets can't tell whether current demand is real or stocking-up for an uncertain future. The UK has had more than its fair share of such volatility - and maybe we can manage it better. Micro-cap news from Progressive clients tinyBuild and Gear4Music shows that stocks delivering "not worsening" news, having cut their costs and adapted their models, can perform strongly - both up 20% at one point this week. The Easter weekend weather in the UK is forecast to disappoint - let's hope the UK's broader performance across the rest of the year reflects what we see as quite some potential.…
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
))
