Your weekly show for education on nutrition, fitness, health, and lifestyle. This show aims to address topics that matter to you the most, dispel common myths, and help you overcome the barriers that are preventing you from reaching your goals. It is brought to you by Macros Inc - a nutrition coaching, education, and media company.
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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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MI Take is a podcast from Macros Inc that discusses current events in nutrition, the business side of the health and fitness industry, and a little of everything in between.
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc CEO Tim Robinson, and AgencyBloc CTO Cory Schmidt.
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Forum to document market moves that we believe in. We discuss stocks, futures, currencies/forex, macro, economic, trading and investing ideas. Views expressed are for educational purposes only and should not be considered investment advice.
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Nikki from @JustGet.Fit brings you her views on fitness, nutrition, health, well-being and more!
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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
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Photo Geek Weekly is a photography news podcast covering the latest in science and technology. Dive into the details with educated opinions on the cutting edge.
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Macros Inc Live: Episode 11 - Why Diets Fail And How We Help You Succeed
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In this episode, we discuss the main pitfalls of most major diets, why failure is so common, and most importantly, how we as coaches can help you overcome these challenges and ultimately avoid diet failure.Oleh Dylan Miller, Brad Dieter
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Hedge When You Can, Not When You Have to
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In this short podcast, I make the case for doing what doesn’t come naturally - taking defensive action when times are good. The first portion of the discussion assesses event risk premium into and after consequential macro events like Brexit and prior US elections. The main shared attribute is that implied vol remains elevated into the event, even …
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Macros Inc Live: Episode 10 - Managing Maintenance
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In this episode, we discuss how to maintain your success once you've reached your goals. Managing maintenance means managing your weight, your habits, and the behaviors it took to get you there.Oleh Dylan Miller, Brad Dieter
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Macros Inc Live: Episode 9 - GLP-1s
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In this episode, we discuss GLP-1s. Ozempic, Wegovy, Trulicity, just a few examples of GLP-1s. Should you take them? How do they work? What are the risks? We'll answer these questions and more!Oleh Dylan Miller, Brad Dieter
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Macros Inc Live: Episode 8 - All About Supplements
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In this episode we discuss everything you need to know about supplements. Are they necessary? What do they provide? Are they beneficial? We'll answer these questions and more!Oleh Brad Dieter, Dylan Miller
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Macros Inc Live: Episode 7 - Cholesterol & Blood Pressure
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Cholesterol & hypertension are key risk factors for heart disease and stroke, which are leading causes of death globally. In this episode, we discuss everything you need to know about blood pressure& hypertension, cholesterol, and the relationship between them.Oleh Brad Dieter, Dylan Miller
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Macros Inc Live: Episode 6 - All About Protein
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In this episode, we discuss this very important macronutrient. We dive into the functions of protein, why it's important, how much you need, and we debunk common myths. You also get to see a blooper right at the beginning of the video, where in the livestream I accidentally hit our "Episode 5" button rather than Episode 6. Good thing we can edit ou…
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Visionaries and Integrators: The Dynamic Duo
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On this episode of The Above Board Podcast, John Kennedy and Matt Marcoux break down the visionary and integrator roles from Gino Wickman's 'Traction.' They chat about how these roles work at CandorPath, sharing their experiences with balancing big ideas and practical execution. Whether you run a small business or work on a team, you'll get some gr…
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#251 - A Systematic Approach to Crypto Investing with Martin Green of Cambrian Asset Management
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On today’s show we welcome special guest, the co-CIO of Cambrian Asset Management, Martin Green. Cambrian is a quantitative investment firm for digital assets. On the show, we discuss: Cambrian’s approach to crypto investing and how it is differentiated Navigating crypto’s volatility and macro events including the FTX bankruptcy Keys to success and…
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In China, the “vol shot” heard round the world occurred recently with the Chinese government throwing the kitchen sink at the economy and market, seeking to revive the relatively lifeless patient. As it usually does, at least temporarily, it worked. Insofar as asset price reaction that is. An explosion in volumes ensued as did the classic “stock up…
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Welcome to Part 1 of the "Purpose and Profit" series! In this episode, John and Rich tackle the balance between living with purpose and achieving financial success. They explore the concept of 'ether,' share some funny anecdotes, and discuss how to find meaning in your career. If you’ve ever felt burnt out or struggled to combine passion with your …
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Option prices - by incorporating time (expiry) and distance (strike) - give us many more dimensions than a mere flat price like the SPX or a single stock. If the stock market speaks, then the option market sings. It's my strong contention that option prices are singing out loud right now, begging for attention. The market was largely unchanged on t…
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Macros Inc Live: Episode 5 - Developing Habits
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In this episode, we'll be discussing what habits are, how habits are formed, and what you can do to develop new habits that help you reach your goals.Oleh Brad Dieter, Dylan Miller
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Macros Inc Live: Episode 4 - Obesity
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In this episode, we discuss obesity. We tackle myths & misconceptions, the causes of obesity, and the various effects obesity has on our health.Oleh Brad Dieter, Dylan Miller
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The Priority Shift: Important vs. Urgent
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In this episode of the Above Board Podcast, we break down the struggle of prioritizing urgent vs. important tasks using the Eisenhower Matrix. Discover how to categorize your workload, set boundaries, and stay focused on long-term goals, both in your career and personal life, without getting lost in the immediate chaos. 01:27 Understanding the Eise…
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You Can't Burn Infinite Calories with Dr Eric Trexler EP 195
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I am joined by Dr Eric Trexler for a deep dive into some of the reasons why we struggle to lose weight even when we increase our physical activity and how our bodies evolved to constrain our overall energy expenditure. Here are the core themes of the discussion: Constrained Energy Expenditure Model: Dr. Eric Trexler explains the constrained energy …
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Macros Inc Live: Episode 3 - All About Calories
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In this episode, we dive into the subject of calories. What is a calorie? Why do calories matter? Are all calories the same? We'll answer these questions, address common myths & misconceptions, and more!Oleh Dylan Miller, Brad Dieter
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Macros Inc Live: Episode 2 - Building Muscle vs Strength
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In this episode, we discuss the differences between building strength and building muscle. What is strength? Does it correlate with the amount of muscle? Can you gain strength without building muscle? We answer these questions, your questions, and more!Oleh Dylan Miller, Brad Dieter
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Macros Inc Live: Episode 1 - All About Insulin
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In this episode, we discuss insulin - a hormone that gets a bad reputation by the general population. We attempt to dispel the myths around this key hormone and provide insight into what it does, how it functions within your body, and more!Oleh Dylan Miller, Brad Dieter
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#250 - Navigating the Real Estate Market with Whitestone REIT CEO Dave Holeman
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On today’s show we welcome special guest, Whitestone REIT CEO Dave Holeman. Whitestone REIT is a publicly traded real estate investment trust that primarily owns, operates, and redevelops retail community-centered properties in Texas and Arizona. On the show we discuss: The thesis behind Whitestone’s focus on community and neighborhood centers The …
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In this episode of The Above Board Podcast, John Kennedy focuses on the final 90 days of the year, revisiting goals and discussing how staying focused can shape the next year. He introduces 'separation season,' a concept from Ed Mylett, and shares three steps to make the most of this time: revisiting goals, creating a daily checklist, and tracking …
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Preparing for AEP: Strategies for Success with ConnectureDRX
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In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline…
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The gamma and theta characteristics of ODTE are attached at the hip. But the zero day to expiration straddle on last Wednesday’s Fed day was no normal ODTE. We might call this straddle a OTTD straddle. Zero theta to decision. The Fed decision isn’t just a date on the calendar. It’s a specific time of day on that date. It’s not like NFP which comes …
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All About Supplements EP 194
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On this episode of the podcast we do a deep dive into supplements, including creatine, caffeine, beta-alanine, collagen, and a host of other popular supplementsVisit us at macrosinc.net to enroll in our fitness and nutritioncoaching program!Oleh Dylan Miller, Brad Dieter
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What if the small risks you take today could lead to major success in the future? In this episode, John Kennedy breaks down how tiny, calculated risks can lead to macro gains. With real-life examples and a look at how legendary investors like Warren Buffett used this strategy, John shows how embracing discomfort can fuel personal, professional and …
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CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern
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Southeastern’s CEO and Head of Research Ross Glotzbach sits down with Nick DeIuliis, CEO of CNX Resources. They delve into a range of topics, beginning with Nick’s history in the Pittsburgh area and at CNX, where he has been an employee since the 1990s and became CEO in 2014. Ross and Nick reminisce about Southeastern’s engagement with CNX that led…
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[0:00] - Introduction [0:43] - Effect of Weight Loss on Diabetes Remission [5:13] - Trends in Sugar and Non-Sugar Sweetener Intake [14:53] - The Reasons People Struggle to Gain Muscle [23:15] - Being "Balanced" is a Lie Visit us at macrosinc.net to enroll in our fitness and nutrition coaching program!…
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Kris Abdelmessih, Co-Founder, Moontower AI
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Most of the discussions on the Alpha Exchange podcast consist of guests sharing views on market risk and portfolio construction. To be sure that leads the conversations down the path of monetary policy, positioning, inflation and growth. There’s a great deal of consideration around the price of optionality and the correlation of assets. But what ab…
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In this episode of The Above Board Podcast, John Kennedy, CFP® explores 'Your Money Story,' a concept that reveals how past experiences shape our financial habits. Learn about different money personalities, including savers and spenders, and discover practical strategies like the 24-hour rule and mindful spending. John shares actionable tips used b…
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Elections Have (Vol) Consequences
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“Elections have consequences”. So said former US President Barack Obama. He probably didn’t have our trusty fear gauge, the VIX, in mind, but he may as well have. We are one day away from the US presidential debate. I am not sure this one can deliver the same fireworks that resulted from June 27th. It may devolve into a food fight, with each side h…
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Self-Awareness Through the Enneagram with Tracy Weiss
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In this episode, John chats with Tracy Weiss, a licensed mental health counselor and life consultant, about her journey from branding to counseling. Tracy shares her passion for the Enneagram personality assessment, explaining its nine types and how they shape behavior and stress responses. She also discusses how the Enneagram can enhance personal …
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Three hundred odd years ago, Sir Isaac Newton told us that “no great discovery was ever made without a bold guess.” My sense is he didn’t have the order book in Emini futures in mind, but his words do translate well to our world of financial instruments. In this short pod, I revisit the events of August 5th, a day when prices normally well discover…
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Is Exercise Useless for Fat Loss EP 192
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[0:00] - Introduction [0:43] - Is Exercise Useless for Weight Loss [15:38] - Ultra Processed Foods Visit us at macrosinc.net to enroll in our fitness and nutrition coaching program!Oleh Brad Dieter
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Kathryn Rooney Vera, Chief Strategist, StoneX Group Inc.
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Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…
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Nature Versus Nurture: Genetics and Obesity EP 191
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On this episode of the podcast we are joined by Dylan Miller to talk about the genetics of obesity and how our environment shapes how we gain and lose body weight. Visit us at macrosinc.net to enroll in our fitness and nutritioncoaching program!Oleh Dylan Miller, Brad Dieter
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[0:00] - Intro [0:42] - Fish Oil and Heart Disease [5:53] - BREAKING NEWS! COFFEE SAVES YOUR BRAIN! [9:30] - The Built Environment and Obesity Prevalence Map Food Intake Map Physical Activity Map [16:38] - Coaching is About Being the Best Version of Yourself Visit us at macrosinc.net to enroll in our fitness and nutrition coaching program!…
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Sit down with John & Rich on the The Above Board Podcast this week as they reveal the power of 'Stay Interviews' and the impact of truly checking in with those around us. From boosting team morale to deepening personal connections, they share actionable tips on how intentional communication can transform your relationships. Whether you're looking t…
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When an accident occurs, the insurance claims adjuster produces a report. What does said report tell us? The yen’s largely one way path lower took a dramatic turn that saw it rally by roughly 9% over just 3 weeks. The pricing fallout was everywhere – in curves, credit, correlation, convexity and carry. That’s a bunch of C’s, isn’t it. The cause of …
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Vineer Bhansali, Founder and CIO, LongTail Alpha
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Vineer Bhansali was recently among a small group of athletes who achieved the unthinkable, a 135 mile run in scorching heat, wind gusts and rain, all while traversing both the lowest and highest elevation points in North America. The Badwater 135 is considered the most difficult Ultra Marathon, an undertaking in which a guiding philosophy is, simpl…
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All About Calories EP 189
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On this episode of the podcast Dylan Miller joins us to talk all about calories!Visit us at macrosinc.net to enroll in our fitness and nutritioncoaching program!Oleh Dylan Miller, Brad Dieter
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Oliver Brennan, FX Volatility Strategist, BNP Paribas
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Even if very short-lived, market vol episodes as protracted as that of Monday August 5th, demand our attention. In seeking some understanding of the why of successive 10% NKY moves and a 65 pre-open handle on the VIX, it was a pleasure to welcome Oliver Brennan to the Alpha Exchange. An FX vol strategist at BNP, Oliver brings theoretical training i…
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Putting Energy Balance to the Test EP 188
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[0:00] - Introduction [0:40] - Tests of Energy Balance [1:12] - Energy Manipulation and Direction and Magnitude of Weight Loss/Gain [1:48] - Bortz 1968 paper [2:41] - Bouchard et al. 1990 Paper [4:23] - Direct Manipulations of Dietary Factors [9:38] - Covert Energy Losses and Energy Balance (SGLT paper 1 and 2) [12:58] - Patience and Consistency St…
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Today John revisits the theme 'Shady Trees' from episode 90 of The Above Board Podcast, highlighting the importance of staying the course during market volatility. Drawing inspiration from Warren Buffett's quote about planting seeds for future success and the recent ups and downs in financial markets, we discuss strategic course corrections, the pi…
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What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in wh…
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Building Strength Vs Building Muscle EP 187
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On this special episode of the podcast we talk about the difference between building strength and building muscle.Visit us at macrosinc.net to enroll in our fitness and nutritioncoaching program!Oleh brad dieter
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Dan Greenhaus, Chief Strategist, Solus Alternative Asset Management LP
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With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing. Our conversation considers economics in theory and practice, differentiating classic academic training fro…
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Why Diets Work and Why They Break EP 186
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[0:00] Introduction [0:40] - Diet Archetypes [3:27] - The Efficacy of Different Diets and Diet Archetypes [7:25] - How Diets Work [17:00] - Why Diets Work Until They Stop Working Visit us at macrosinc.net to enroll in our fitness and nutrition coaching program!Oleh Brad Dieter
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Red Days & Recovery: How to Stay the Course in a Volatile Market
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John Kennedy, CFP®, and Michael Scott, CFA, address market volatility, emphasizing the importance of staying the course and understanding the economic landscape. They discuss the nuances between garden variety corrections and bear markets, the impact of Federal Reserve decisions, and the significance of earnings reports. This episode provides a bal…
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Lisa O'Connor, Head of Global Model Portfolios & Co-CIO for Multi-Asset Solutions, BlackRock
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With early career roots in both equity derivatives and relative value fixed income, Lisa O’Connor is now the Co-CIO of Multi-Strategy Assets and Solutions at BlackRock. Here she oversees her team’s development and delivery of a long only, systematic asset allocation process on behalf of the firm’s clients. Our discussion first considers some of the…
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The Skinny on Insulin Resistance EP 185
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[0:00] - Intro [0:42] - Introducing Insulin and What it Does [6:00] - Primer on Insulin Resistance [11:10] - How Prevalent is Insulin Resistance Actually [13:00] - Do I Need a Specific Diet to Improve Early Insulin Resistance [15:00] - The Benefits of Exercise on Insulin and Glucose [17:10] - Are Glucose Spikes from Eating a Bad Thing? [19:15] - Sh…
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