Shows
Overleveraged, OverconfidentBetting on Wallstreet: Robert Campeau and the destruction of retailRobert Campeau: the man who bought Bloomingdale’s—and broke American retail doing it From a post-war Ottawa homebuilder to a swaggering 1980s dealmaker, Robert Campeau rode junk-bond rocket fuel to snag Allied Stores (1986) and then Federated Department Stores—owner of Bloomingdale’s (1988). The plan: use iconic retailers to anchor hulking real-estate plays. The problem: interest bills that cash flow couldn’t cover. When the tide went out, the debt mountain snapped—and in January 1990, Allied and Federated plunged into Chapter 11 in what was then the largest retail bankruptcy in U.S. history. It was a masterclass...
2025-10-2021 min
Overleveraged, OverconfidentQuick Take: The Sonoma ScandalMeet Kenneth Mattson is the central figure in the implosion of an alleged $400 million real estate empire that prosecutors describe as a decade-long Ponzi scheme. He faces a raft of serious federal charges, including seven counts of wire fraud, one count of money laundering, and one count of obstruction of justice, to which he has pleaded not guilty.This episode was researched and written by Cherise Lloyd. Some music was created by using UDO. You can find show notes, transcripts, and sources at www.overleveragedoverconfident.com. Follow us on Instagram at Overleveraged Overconfident. Support the...
2025-10-0116 min
Overleveraged, OverconfidentDecades:Lira, Lies and Franklin National As we dive into six decades of American financial hubris. We'll watch the same old play unfold. Hide the losses, budge the numbers, and believe your own story until the money dries up. We'll go from the smoky back rooms of the 1970s to today's glass-walled FinTech empires, because the rules may change, but the game never does.In the early 1970s, Franklin National Bank looked like the future of American finance. Its CEO, Harold Gleason, traded a quiet Long Island thrift for a lavish Park Avenue headquarters, convinced he could transform it into an in...
2025-09-2455 min
Overleveraged, OverconfidentCafeteria Fight Club: When Billionaires Act Like 7th GradersWhat do you get when two Wall Street titans turn a financial feud into a public spectacle? An activist-investing meltdown that plays out like middle school drama—with $1 billion on the line. In this episode, we dive into the infamous slugfest between Carl Icahn and Bill Ackman over Herbalife, the company Ackman called a pyramid scheme—and Icahn called a golden opportunity to make him squirm.Expect:CNBC’s live on-air slap fight that left moderators speechlessA 330-slide presentation that feels more like a cry for helpCarl’s refusal to be bulli...
2025-07-2957 min
Overleveraged, OverconfidentCafeteria Fight Club: When Billionaires Act Like 7th GradersWhat do you get when two Wall Street titans turn a financial feud into a public spectacle? An activist-investing meltdown that plays out like middle school drama—with $1 billion on the line. In this episode, we dive into the infamous slugfest between Carl Icahn and Bill Ackman over Herbalife, the company Ackman called a pyramid scheme—and Icahn called a golden opportunity to make him squirm.Expect:CNBC’s live on-air slap fight that left moderators speechlessA 330-slide presentation that feels more like a cry for helpCarl’s refusal to be bulli...
2025-07-2857 min
Overleveraged, OverconfidentExcel-lent Mistakes: A Hall of ShameThis Spreadsheet Could Ruin Your Life (And Definitely Your Bonus) You think it’s just Excel—until it’s not. In this episode of Overleveraged, Overconfident, we unpack five real-world spreadsheet fails that triggered $24 million losses, $6 billion meltdowns, government investigations, and even global austerity policies. From Barclays hiding rows in a bankruptcy deal to Fannie Mae's $1.2 billion “oops,” and JP Morgan’s $6B model built by one guy in London with a PhD and no backup plan, it’s a masterclass in how bad inputs = career-ending outputs. If you've ever copy-pasted a...
2025-07-2142 min
Overleveraged, OverconfidentThe Blacklist Boss: Osman Semerci’s Global CDO Meltdown and Tax Fraud ComebackIn the mid-2000s, a little-known banker named Osman Semerci rocketed from relative obscurity to Global Head of FICC at Merrill Lynch—not through decades of seasoning, but by threatening to walk.This episode dissects how Semerci’s audacity—and Merrill’s hunger for mortgage profits—fueled an era of breathtaking risk. We follow the arc from boardroom brinkmanship to the multibillion-dollar CDO bets that left the bank teetering as the subprime crisis erupted.Host Cherise Lloyd peels back the layers of power, posture, and misplaced confidence that turned a career l...
2025-07-1641 minOverleveraged, OverconfidentThe Bond King's Bad BetWhen a half-billion-dollar investment goes sideways, sometimes the cure is worse than the disease. Meet JC Flowers and John Corzine—two Goldman Sachs alumni whose friendship survived boardroom betrayals, political scandals, and a spectacular fall from grace, but couldn't survive their own hubris.After Refco's spectacular 6-day collapse wiped out $3 billion in shareholder value, private equity kingpin JC Flowers saw opportunity in the wreckage. Years later, he'd recruit his old Goldman buddy John Corzine—fresh off losing the New Jersey governor's race—to transform the sleepy commodity broker MF Global into an investment banking powerhouse.What c...
2025-06-3047 minOverleveraged, OverconfidentBetting the Fund: Slapshots, Subprime, and the Spectacular Fall of Phil FalconeWhat happens when a small-town hockey player from Minnesota’s Iron Range swaps his stick for a Bloomberg terminal and $26 billion in other people’s money? You get Phil Falcone—the hedge fund king who shorted subprime to riches, then torched it all, borrowing from his own fund, rigging bond markets, and backing a satellite network that nearly broke GPS nationwide. This is decision deafness in action: how a man who couldn’t hear “no” went from billionaire to pitching crypto TV—with his name misspelled in the deck.This episode was researched and written by Cherise Lloyd. Some mu...
2025-06-2342 min
Detailed: An original podcast by ARCAT127: Acetylated Wood | Bozeman Food Co-opIn this episode, Cherise is joined by Ben Lloyd, Vice President and Laura Landon, Associate Principal at Hennebery Eddy Architects with offices in Portland and Bend Oregon as well as Bozeman, Montana. They discuss the Bozeman Community Food Co-op in Bozeman. You can see the project here as you listen along.Bozeman’s Community Food Co-op has long been a hub for fresh food and sustainable practices, and with its recent expansion designed by Hennebery Eddy Architects, it has solidified its role as a cornerstone of the community. Nearly doubling in size, the Co-op’s West...
2025-03-2840 min
COMMUNITY SOUP: A Podcast Powered by Community SchoolsEmerging Leaders Panel: Community SchoolsHow Milwaukee Community Schools Partnership is strengthening neighbors families, students, and the community. A unique episode; we captured the audio from a live event. In partnership with United Way's EMERGING LEADERS volunteer network Community Schools led a panel conversation that really drives home how the COMMUNITY SCHOOLS model uplifts partnership, collaboration and synergy of community, neighboring and partners, families and school personnel to strengthen our schools and the larger community.Moderator: Glenn Carson, Director Milwaukee Community Schools PartnershipPANELISTS:Michael AndersonYouth Programs Manager, Wisconsin Bike FedMr. Gregory ColemanPrincipal, Cl...
2023-04-141h 03
Mister P's "SOUL ESSENTIALS" On Solar RadioMister P's Soul Essentials On Solar Radio 031121Mister P brings you a weekly show of Smooth Soul & Rnb from the past present and the future. Show features include, Hiphop Dont Stop, The Erection Section, Back Of The Stack and The Mister P Mini Mix. Every week from midnight Tuesdays on www.solarradio.com. DAB in London, Manchester, Birmingham, Brighton and Norwich, on your smart speaker just ask Alexa to play Solar Radio and on the Solar Radio App.Track list 031121Abi Farrell - Don’t Follow MeScott Vlassis - MoonlightMoonchild - Too GoodSmooth - Lo...
2021-11-031h 59