Shows
In the Company of MavericksUncertainty, Volatility & Risk with David Dredge of Convex StrategiesDuring periods of global economic uncertainty and heightened financial market volatility, it is worth considering how investors should think about risk when constructing their portfolios.To this end, I was delighted to have the chance to talk recently to David Dredge at Convex Strategies in Singapore. David not only understands risk, but he also delivers his great insights in a highly entertaining way. He spends his time immersed in understanding sources of risk and developing strategies that mitigate their impact. He does this by embracing convexity, which is buying pockets of cheap volatility as...2025-05-011h 00In the Company of MavericksCOMING SOON - Uncertainty, Volatility & Risk with David Dredge of Convex StrategiesDuring periods of global economic uncertainty and heightened financial market volatility, it is worth considering how investors should think about risk when constructing their portfolios.To this end, I was delighted to have the chance to talk recently to David Dredge at Convex Strategies in Singapore. David not only understands risk, but he also delivers his great insights in a highly entertaining way. He spends his time immersed in understanding sources of risk and developing strategies that mitigate their impact. He does this by embracing convexity, which is buying pockets of cheap volatility as...2025-04-2801 minIn the Company of MavericksValue Investing in a Changing World with Sean Peche of The Ranmore Global Equity FundThings are changing in global markets. There are noticeable shifts taking place. The world’s capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the manager of T...2025-04-1343 minIn the Company of MavericksCOMING SOON - Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity FundThings are changing in global markets. There are noticeable shifts taking place. The world’s capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode today.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the mana...2025-04-1101 minIn the Company of MavericksLong Short Equity Management with Richard Stuckey of EnnismoreHave you ever wondered how fund managers deliver a successful long-short strategy? David Seaman of Alpha Cygni Investment Management recently joined me for a conversation with Richard Stuckey, the manager of the Ennismore Global Equity Fund, about managing such a strategy in smaller global companies. In this fascinating chat, Richard discusses different approaches to shorting equities and how they involve different approaches to risk management at the stock and portfolio levels. He outlines a couple of examples of stocks he and his team have successfully shorted that turned out to be deceptions. We the...2024-12-1351 min
Today Is My Favorite DayHow Do I get Present with God?David and Sam discuss the topic: How Do I Get Present with God and get out of My Negative Thinking? David Towner Sam McKeown The Harbor Church2024-11-2123 min
The Greg McKeown Podcast347. Unlocking AI's Potential with Jeremy Utley, David McRaney, and Henrik Werdelin (Part 2)About the Guests:Jeremy Utley: A notable faculty member at Stanford University's D School and author of "Idea Flow: The Only Business Metric That Matters." Jeremy is known for his research and insights into creativity, innovation, and the interplay between human cognition and technology. He has been instrumental in exploring the applications of AI in problem-solving and productivity.David McRaney: A researcher focused on the concept of genius and cognitive biases. He hosts a podcast where he explores these themes extensively, having Jeremy Utley as one of his guests in exploring the cognitive bias in...2024-10-3134 minThe Greg McKeown Podcast346. Unlocking AI's Potential with Jeremy Utley, David McRaney, and Henrik Werdelin (Part 1)About the Guests:Jeremy Utley: A notable faculty member at Stanford University's D School and author of "Idea Flow: The Only Business Metric That Matters." Jeremy is known for his research and insights into creativity, innovation, and the interplay between human cognition and technology. He has been instrumental in exploring the applications of AI in problem-solving and productivity.David McRaney: A researcher focused on the concept of genius and cognitive biases. He hosts a podcast where he explores these themes extensively, having Jeremy Utley as one of his guests in exploring the cognitive bias in...2024-10-2942 min
The Military Millionaire PodcastThe Benefits of the HUD-VASH Program for Homeless Veterans Efficient Operations: Building a Reliable Team with Kirby AtwellKirby Atwell: The Benefits of the HUD-VASH Program for Homeless Veterans Efficient Operations: Building a Reliable Team
Summary
In this episode of the Military Millionaire Podcast, David Pere interviews Kirby Atwell, an army veteran and real estate investor. They discuss Kirby's journey from flipping houses to investing in short-term rentals. Kirby shares his experience with the HUD-VASH program, which provides housing for homeless veterans. He also explains his unique approach to short-term rentals, focusing on affordable properties in smaller towns with less regulation. Kirby has built a portfolio of 30 listings and emphasizes the importance of...2024-10-1548 min
The Travel Ball ExperienceTournament Director w/guest Mike McKeownMike McKeown is a long time travel baseball tournament director. His company, Arkansas Premier Tournaments, host the biggest and most well run tournaments in the Mid-South.
Listen as he tells his story of starting and growing his company. Mike recalls moments from his own coaching days and how his passion for family and baseball have blended into a full time business.
So many great takeaways from this episode.
If you haven't experienced an Arkansas Premier Tournament, please consider doing so, you will not regret it.
For more information...2024-10-111h 41Today Is My Favorite DayProject 2025 and The ACLU?David and Sam discuss some of the portions of Project 2025 and also talk about the position and scope of the ACLU in today's climate. It's not your Daddy's ACLU. David Towner Sam McKeown The Harbor Church2024-09-1928 minToday Is My Favorite DayWho's In Charge?David and Sam talk about who is really in charge! When we have a Biblical World View, we understand and now for certain God is always in charge! David Towner Sam McKeown The Harbor Church2024-09-0523 minToday Is My Favorite DayAre We That Stupid?“Are we that stupid?” This is the question my friend Sam McKeown and I discuss in the Today Is My Favorite Day Podcast. We look through a biblical worldview lense at the VP’s big-government philosophy and Marxist-influenced financial policies. You may assume you disagree with our views but we urge you take a listen before you make up your mind. We believe we all need God’s wisdom (James 1:5) as we look at policies of candidates. They do have a big impact on our lives. And remember, omniscient, omnipotent, and omnipres...2024-08-2226 min
Erin McKeown's Fax of Lifea morning at the fairrural ASMR plus me and my neighbor david playing mandolins.
don't forget to head over to the substack for pictures that accompany this episode!
to read or subscribe to the text version with links and pictures: erinmckeown.substack.com
for more info about erin: www.erinmckeown.com
2024-08-2112 min
Erin McKeown’s Fax of Lifea morning at the fairrural ASMR plus me and my neighbor david playing mandolins. to read or subscribe to the text version with links and pictures: erinmckeown.substack.com for more info about erin: www.erinmckeown.com Get full access to Erin McKeown's Fax of Life at erinmckeown.substack.com/subscribe2024-08-2112 min
Cowboy State PoliticsWeekend Update - Birds of a Feather/Troy McKeown in SD24 8/17I have the documents from the Redcoat PAC that sent out mailers in Sheridan County. I also obtained a copy of the Sheridan County School District 2 budget--the one that the school board refused to publish. Troy McKeown joins me to talk about his race in Senate District 24.
2024-08-1744 minToday Is My Favorite DayWhat is the Christian's Response to the Political Rhetoric?David and Sam talk about a Biblical World view in responding to the political rhetoric of the day. The basis for our response can be found in1 Corinthians 16:3 and Philippians 2:5-11. David Towner Sam McKeown The Harbor Church2024-07-1826 minIn the Company of MavericksMarket Capitulations & Narrative Shifts with Adam Rackley of Cape Wrath CapitalBack in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital.Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. He looks to identify market capitulation events and narrative shifts to cycle capital into shares when they are driven by emotion more than rationality. H...2024-06-1451 minIn the Company of MavericksCOMING SOON - Capitulation Events & Narrative Shifts with Adam Rackley of Cape Wrath CapitalBack in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital.Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. He looks to identify market capitulation events and narrative shifts to cycle capital into shares when they are driven by emotion more than rationality. H...2024-06-1201 minToday Is My Favorite DayWhy Do We Keep Destroying the Temple of God?David and Sam talk about how we destroy our bodies and mind. The Temple of God! 1 Corinthians 3: 16-17 .....you are God's temple.... 1 Corinthains 6: 19-20 ....your body is a temple of the Holy Spirit..... Click for Pastor Mark's Sermon from 6/2/24 at The Harbor Church David Towner Sam McKeown2024-06-0625 minToday Is My Favorite DayWhy not just give up?There are days and times we all feel the burden of everyday life. David and Sam talk about this and then some helpful steps to get through it all! David Towner Sam McKeown The Harbor Church2024-05-3024 minToday Is My Favorite DayAre We Holier Than Thou?David and Sam discuss the common misconceptions about holiness and what it really means. David Towner Sam McKeown The Harbor Church2024-05-2323 minToday Is My Favorite DayHow do we HONOR Mom?David and Sam talk about honoring our Mom's, even though they have gone on to be with Jesus. How do you honor your Mom! David Towner Sam McKeown The Harbor Church2024-05-0924 minToday Is My Favorite DayDo you want to argue about "Predestination"?David and Sam talk about "freewill" and "presestination". How we should lok at each point of view. Arguing who is right and who is wrong serves no purpose. They go hannd in hand. David Towner Sam McKeown The Harbor Church2024-05-0222 minToday Is My Favorite DayDeja Vu' - Why should Christians support Israel - again?David and Sam Talk about theongoing conflict in the Middle East and a Christians responsibility to support and pray for Israel! The Biblical reasonings and consequenses! David Towner Sam McKeown The Harbor Church2024-04-1825 minToday Is My Favorite DayHow do our eating habits affect our health. - Kathy Carvalho-Knighton PhD.David and Sam talk with Kathy (from Westchase Chiropractic Office) about how our nutrition affects our health. Kathyi (Dr. Kathy) has a PhD. in Analytical Chemistry and is an expert in this field. Kathy Carvalho-Knighton Kathy's Website Connect with Kathy on Instagram: @DrCKScience Facebook: kathy Carvalho-Knighton Find out about 3 David Towner Sam McKeown The Harbor Church2024-04-0423 minToday Is My Favorite DayWhat is Palm Sunday all about?David and Sam Talk about the significance of Palm Sunday. The entrance of the King! Victory! The mis-understandings. David Towner Sam McKeown The Harbor Church 2024-03-2122 minCowboy State PoliticsTroy McKeown on the Budget 3/7Sen Troy McKeown from Gillette joins me to discuss the budget and what happened with the Budget Joint Conference Committee. Also, Rep Martha Lawley ironically and self-reflectingly calls ME a liar in an email to a constituent. Here's my response.
2024-03-0721 minToday Is My Favorite DayHow to deal with PTSD and the stress that comes with it.Sam and Dave talk to Matt Dallara, who served in the Air Force for 21 years. He talks about his story, which is a microcosm of the United States Military, and how PTSD (Post Traumatic Stress Syndrome) caused damage to him and his family. He explains how he addressed his PTSD with Jesus and the tools that helped him overcome it. He also talks about the opportunity he has been given to minister to middle and high school students. Matt Dallara is a former Air Force Master Sergeant with 21 years of active duty. In his first nine years...2024-03-0725 minIn the Company of MavericksPremium Chocolate & Value Investing with Angus Thirwell & Gary ChannonFor today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor. Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the Mars family structure as he sees an increased opportunity for the brand to grow under its new ownership. Gary Channo...2024-02-1645 minThe Greg McKeown Podcast268. What's Essential: David Allen on Getting the Right Things Done (Replay)David Allen, author of Getting Things Done, discusses the practical ways and key specifics to immediately begin the journey of cutting out what is non-essential, both personally and professionally. We go back and forth on the deeper and visionary elements of why it’s beneficial to focus on doing what matters most.Follow David on LinkedInJoin my weekly newsletter.Learn more about my books and courses.Join The Essentialism Academy.Follow me on LinkedIn, Instagram, X, Facebook, and YouTube.2024-01-301h 06
Between BreathsEp #24 - Breath of Healing: Unlocking Concussion Recovery with Mindful Breathing with Patrick McKeown🎙️ Welcome to Ep 24 of the Between Breaths Podcast. In this insightful episode, we dive deep into the crucial connection between breathing and concussion recovery with the renowned expert, Patrick McKeown from The Oxygen Advantage.
🧠 Patrick McKeown is a world-renowned author and breathing expert, bringing a wealth of knowledge on optimizing brain health through mindful breathing practices. In this conversation, we explore the impact of proper breathing techniques on concussion recovery, shedding light on the intersection of breath, brain function, and overall well-being
.🌬️ Join us as we uncover practical tips and strategies to enhance cognitive rehabilitation, alleviate sym...2024-01-171h 07Today Is My Favorite DayHow do we keep from going down the road more STUPID?David and Sam talk about the "stupid" things we do! David Towner Sam McKeown The Harbor Church2023-11-1621 min
BimTube Podcast#26 - David McKeown - From Data to Actionable Decisions: Unpacking Holistic Asset ManagementGuest: David McKeown TD, BSc (Tech), CEng, MIEE, FIRSE, FRSA, Life FIAMHonorary Vice President, The Institute of Asset Management (IAM)Bio:David McKeown, a Chartered Engineer, has rich experience across various sectors. He's a founder member of the IAM, serving as its first CEO from 2009-2019. He was instrumental in the UK's contribution to the ISO 55000 asset management standards. David emphasizes the role of people, culture, and leadership in effective Asset Management.In this podcast David is speaking personally and not on behalf of the IAM.2023-10-2559 minToday Is My Favorite DayWhy should Christians, and the World for that matter, stand with Israel?David and Sam discuss the curretn state of affairs in Israel. After a brutal terror attack, Israel has promised swift and complete action. Many were killed and wounded. Women and children taken hostage. David Towner Sam McKeown The Harbor Church 2023-10-1021 minToday Is My Favorite DayWhat's it's like to ride a camel?David talks about his vacation with Tonya, and among other things, rode a camel in Morroco! We all need rest! David Towner Sam McKeown The Harbor Church 2023-09-2821 minToday Is My Favorite DayWho's in charge of our kids?David and Sam talk avout the statement "it takes a village" from a secular world view and a biblical world view. Regardless, parents have a responibility to raise their chidren. The Bible has some specific guidelines! David Towner Sam McKeown The Harbor Church2023-08-2825 minToday Is My Favorite DayHow do I deal with my current Struggles and Doubt!We all struggle and have doubt, how do we deal with this and what scriptures do we turn to. We struggle with the political climate, schools etc. James 1:2 Faith or Doubt? David Towner Sam McKeown The Harbor Church2023-08-1023 minToday Is My Favorite DayHow do I deal with the current economy, and my worry about it?Dave and Sam talk about the stress and worry that come along with higher prices, lower wages and the overall mess we get ourselves into! David Towner Sam McKeown The Harbor Church 2023-08-0322 minToday Is My Favorite DayWhat does the "Golden Rule" have in common with the song "Try That In A Small Town"?Dave and Sam talk about the "Golden Rule" and it's relationship (in our opinion) to the Jason Aldean song "Try That In A Small Town". David Towner Sam McKeown The Harbor Church 2023-07-2723 minToday Is My Favorite DayWhy is THAT so hard?Dave and Sam ask the question: Why is THAT so hard? What is the that? James 5:16 says "therefore confess your sins to each other..." This is difficult, but necessay! David Towner Sam McKeown The Harbor Church 2023-07-2422 minToday Is My Favorite DayWhy Grieve the loss of a Cat?We must grieve losses. Pets become part of the family and should be grieved. When we experience loss, we grieve in different ways and over varying timelines. Listen and David and Sam discuss the process. David Towner Sam McKeown The Harbor Church Griefshare2023-07-1724 minToday Is My Favorite DayWhy Have a good answer?We are questioned about our faith all the time. We are also questioned about our stand on certain issues. Free speech is a valuabel right, we must not misuse it and give false or misleading information. Read 1 Peter 3:15 David Towner Sam McKeown The Harbor Church2023-07-0725 minToday Is My Favorite DayWhy Choose humility Over PRIDE?On today's show Dave and Sam discuss "Why choses Humility over PRIDE?" In Genesis 19, we are told of Sodom and Gomorrah and it's destruction. Pure and simply the people pridefully assumed they could commit any type of sexual sin they desired. God punished their Pridefull ways. David Towner Sam McKeown The Harbor Church 2023-06-2921 minToday Is My Favorite DayWhy reclaim the Rainbow?Dave and Sam discuss the real, Biblical reson for the Rainbow. We donot subscribe to the PRIDE movement and it perversioin of the rainbow. The Ranbow is a symbol of God's promise to man! Read Genesis Chapters 6-9 to gain an understinding of how the Rainbow came about. Feel free to reach out to Sam or Dave for further discussion! Man's depravity(5), God's Grace(ark)(6), God's wrathe (flood)(6-8), God's Promise (rainbow)(9). David Towner Sam McKeown 2023-06-2221 minToday Is My Favorite DayWhy Pride?David and Sam talk about Why Pride? They break down the origin of pride and the sin and deception around man's pride. If you havev questions, please contact Dave or Sam. David Towner Sam McKeown The Harbor Church 2023-06-0823 minToday Is My Favorite DayWhy does my attitude SUCK!Dave and Sam talk about our attitudes! David Towner Sam McKeown The Harbor Church 2023-06-0120 minToday Is My Favorite DayWhy do we become control freaks?David ans Sam discuss why we become control freaks, why do we want to "fix" things! Contact us: David Towner Sam McKeown The Harbor Church 2023-05-2522 minToday Is My Favorite DayWhy am I Uncomfortable with ME? (Part 2)David and Sam talk about sexual identity. It's still not who you are! Listen to the end. Feel free to reach out to Davis and Sam. David Towner Sam McKeown2023-05-1822 minToday Is My Favorite DayWhy am I Uncomfortable with ME? (Part 1)David and Sam talk about some of the things we all struggle with when it comes to who we are. We must always remember we are "fearfully and wonderfully made". Do not walk through this life alone! Reach out to David or Sam ans we will finf you the help or community you are looking for. David Towner Sam McKeown2023-05-1122 minIn the Company of MavericksJames Wilson of The Huginn FundThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.For today’s episode, David Seaman of Alpha Cygni Investment Management joins me for a conversation with James Wilson, fund manager of The Huginn Fund. The Huginn Fund applies the value investing principles of the wider Phoenix Asset Management team to international markets. However, James has his own very distinctive approach to investing. David and I have attended the Phoenix Annual Investor Meetings together for the las...2023-05-0551 minToday Is My Favorite DayWhy Do I Feel Alone?Do you "feel" alone, even in a crowd? Feelings of lonlines? Listen to David and Sam talking about feeling alone. David Towner Sam McKeown 2023-05-0424 minToday Is My Favorite DayWhy don't we see the healing we want?Dave and Sam ask the Question: Why don't we see the healing we want? Sam's acrostic for his word of the year HEALING. David Towner. Sam McKeown2023-04-2721 minToday Is My Favorite DayWhy is it so hard to pray?Dave and Sam ask the question: Why is it so hard to pray? They discuss prayer and how to be effective and how we tend to try to bend His will to our will! David Towner Sam McKeown 2023-04-2723 min
Leaders in CleantechLeaders in Cleantech #118 - Zena EverettWhat’s it all about?Company culture, high performing teams and leadership. I speak with long time friend and collaborator Zena Everett about these topic and more as we dig into our personal and client experiences in this field for many years. It ended up a fluid and hopefully very valuable conversation. I look forward to your feedback.About Zena Everett: Leadership Coach and in-demand Speaker Zena Everett is the author of Mind Flip, Take the Fear out of Your Career and the award winning, best-selling Crazy Busy Cure.Originally a recruitment entrepreneur, Zen...2023-04-2643 minToday Is My Favorite DayWhy is it so hard to be present?DAve and Sam discuss why we have issues stying in the moment. Being present. Settling for the good rather than the best! Link to Show Notes Contact David Towner Contact Sam McKeown2023-04-1322 min
Holiday BreakfastDavid McKeown: Fire and Emergency Incident Controller on the damage caused by the tornado in East AucklandDamage assessments will be done this morning following a tornado in East Auckland last night. It caused roofs to be blown off houses and damage to cars, but there are no reported injuries. Fire and Emergency Incident Controller David McKeown told Tim Dower that the damage covered a decent residential area, stretching about four kilometres. LISTEN ABOVESee omnystudio.com/listener for privacy information.2023-04-0903 minToday Is My Favorite DayWhy Are Apologies so difficult?Welcome, Dave and Sam talk about the dificulty and benefits of a sincere apology. Down load a PDF of the note for the show HERE. Contact us at: David Towner Sam McKeown 2023-04-0622 minToday Is My Favorite DaySelf-Care is vital for all! Why do we ignore?David and Sam discuss the importance of self-care! If we do not do the things to take cae of ourselves, Spiritually, Mentally, Physically and Emotionally, we can potentially negatively impacet not only our own well-being but that of those closest to us! David Towner Sam McKeown 2023-03-2418 minToday Is My Favorite DayCommunity! What are we afraid of?Dave and Sam talk about community and the need to "get out" and know the people around you. Expand your circle! David Towner Sam McKeown 2023-03-0922 min
AGEISTMouth Breathing Is Ruining Your Health: Patrick McKeownIs there a proper way to breathe? What are the health consequences of mouth breathing? How can you change the way you breathe? How does mouth breathing impact dental health? What about snoring? What is the importance of down-regulating before sleep? How does breathing impact our blood pressure? Does Wim Hof-style breathing stress the body? Thank you to our sponsor, InsideTracker. Listeners get 20% off on all products here. Patrick McKeown is a leading international expert on breathing and sleep. He is the creator, CEO and Director of Education and Training at Oxygen Advantage®, Director of Edu...2022-07-281h 17
Making the FanReframing Retreats & Resetting Your Operation w/ David Millay and Katie RudyIn the daily grind, it’s hard to find time to work on the business when you are working in the business. Staff retreats offer teams the opportunity to reset, reframe the operation and define goals for a new chapter. In this episode, David Millay and Katie Rudy break down approaches to team retreats and key activities to include to break the cycle and improve your operation.We cover:Defining goals of the retreatsEstablishing success metricsEvaluating realities of your industryThe role of a facilitator——To find out how we ca...2022-07-1225 min
Passports and PostcardsDestination Weddings with Nancy BarkleyJoin me in conversation as we talk about the profession of being a Destination Wedding Specialist with Nancy Barkley. Nancy is the Founder and Owner of Honeymoons and Get-Aways. Nancy is an entrepreneur first and foremost. Nancy is an expert in her field as you will find out in our conversation. What better way to get a large group of people scattered all over the world together for your special day than with a perfectly designed and planned Destination Wedding. Nancy is also a Global Event Coordinator, Keynote Speaker and World Tourism Network Chair, Destination W...2022-04-0943 min