بهترین پادکست های Michael Clothier (2024)

1
AI in AEC: Transforming the Future with Stjepan Mikulić 44:27

8h ago44:27

44:27

"If you love doing something, keep doing it, but automate the things you don’t enjoy.” – Stjepan Mikulić In this episode of Building Stories, Luke Johnson interviews Stjepan Mikulić, founder of AI in AEC. Stjepan discusses his journey from working at prominent firms like Sweco and BIG to starting his own venture, which focuses on educating architec…

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Ep. 123: This Month's CPI Report - Inflation Peek-a-Boo 25:31

20h ago25:31

25:31

One of the perils of being an analyst (although the Inflation Guy happens to be an investor and trader, and only coincidentally an analyst) is that behavioral biases tend to make us exaggerate the importance of any small collection of data. This appears to be what happened in the summer, when a couple of low CPI prints persuaded the Federal Reserve…

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Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier 57:44

17d ago57:44

57:44

The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in th…

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Ep. 121: Real-Feel Inflation: Why Inflation FEELS Higher Than It Is 34:09

23d ago34:09

34:09

A rogue's gallery of inflation hucksters have made lots of money over the years by preying on the sense that the average consumer/investor has that "my inflation is higher than the CPI," with some spin usually on how the gov'mint is intentionally understating inflation for some nefarious reason. These hucksters take advantage of the fact that, for …

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Menno de Jonge - From Royal BAM Group to Director Digital Delivery at NEOM and Beyond 52:44

24d ago52:44

52:44

Menno de Jonge, Director of Digital Transformation Advisory at Saudi ConTech, shares his insights and experiences in the construction industry. He discusses his early fascination with engineering, influenced by his father's work, and his love for building dams and bridges. Video recording on Youtube at https://youtu.be/YgvmQ7D23qg Menno emphasizes …

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Ep. 120: This Month's CPI Report - Down to the Big Sticky 20:40

30d ago20:40

20:40

It's that time again, time for the CPI report, and the Inflation Guy tackles it with his usual enthusiasm. Now, some people think when they hear from a guy called "The Inflation Guy" that everything is going to be about how inflation is higher than you think, and you should buy gold gold gold gold or bitcoin bitcoin bitcoin. But you don't get to be…

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Sarah Spitsen - Nebraska Wesleyan University 22:42

1M ago22:42

22:42

In this episode, I sat down with Sarah Spitsen, Director of the newly formed Innovation and Entrepreneurship Program at Nebraska Wesleyan University. Sarah shares insights into how the program prepares students for the ever-changing demands of the business world. She discusses the unique opportunities available to students and sheds light on the in…

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Ep. 119: August Cleanup 31:27

1M ago31:27

31:27

The August vacation time is over, and we now hurtle into the unknown last third of the year. The Inflation Guy starts this journey by clearing his desk of the small inflation stories that are interesting and worth discussing, but don't by themselves warrant a full episode. He discusses power, supply chains, price-linked currencies, Japan's experien…

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Mostafa ElAshmawy - Beyond Tools and Technology 51:21

2M ago51:21

51:21

Summary Mustafa Alishmawy, a senior BIM and digital delivery consultant, shares his journey in the construction industry and his passion for digital engineering. He discovered his interest in engineering at a young age and pursued a career in civil engineering. He became fascinated with digital modeling and BIM during his university years and conti…

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Ep. 118: This Month's CPI Report - A Reverse Pony? 19:54

2M ago19:54

19:54

It's time for another CPI Report analysis, and the Inflation Guy wades through the confusing report to conclude that...it's not quite as good as it looks. In Episode 106, he talked about a "Potential Pony Situation." Is this a reverse pony situation? What the heck does that even mean? Who writes this stuff? NOTES Podcast Callback: “Ep. 106: This Mo…

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David Foley - From Drafting Blueprints to Leading Digital Innovation in Construction 1:11:27

2M ago1:11:27

1:11:27

David Foley, director of digital delivery and founder at IIMBE, shares his journey in the construction industry. Foley always had a fascination with buildings and wanted to be an architect. He ended up becoming an electrical engineer and learned drafting on the drawing board before transitioning to AutoCAD. Video version at https://youtu.be/PKqkG8U…

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Adam Crouch - Learning from Mistakes and Pushing Ideas: Keys to Success 50:57

2M ago50:57

50:57

Summary Adam Crouch, a BIM expert, shares his journey in the construction industry and the challenges he faced in implementing digital transformation. From a young age, Adam showed an interest in building and design, creating scale models and comics. He pursued a career in 3D animation before transitioning to civil engineering and BIM. Adam highlig…

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Ep. 117: The Why Behind the Slide – and What it Means for Inflation 31:18

2M ago31:18

31:18

In this episode of Cents and Sensibility, the Inflation Guy begins by addressing the recent stock market sell-off and tells you what is really causing it. Hint: he told you in Episode 116 it was going to happen. And: if we are actually headed into a recession and possibly a bear market, what does that mean for inflation? Keep your eyes on the macro…

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Stewart Caldwell - Fearless Architectural Innovation with Humility 59:19

2M ago59:19

59:19

Stewart Caldwell, an architect and digital engineer, shares his journey in the architecture and design industry. He discusses his early passion for architecture and how a teacher introduced him to CAD, sparking his interest in the intersection of creativity and technology. Stewart also talks about the challenges of implementing new technologies lik…

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Anthony Habashy - Implementing Digital Engineering Strategies 47:19

3M ago47:19

47:19

In this conversation, Anthony Habashy, Group DE Manager at Mirvac, shares his journey in the construction industry and the challenges he has faced. He initially wanted to be a soccer player but ended up studying architectural technology and structural engineering. His career took a turn when he became proficient in Revit and started working as a BI…

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Ep. 116: Political Volatility 32:27

3M ago32:27

32:27

Perhaps a little less coffee would be in order. The Inflation Guy in this episode wanders through several topics, including the Biden Administration's proposal for national rent control, the eviction moratorium, different measures of rent inflation, market volatility and where to hide for the next 110 days until the US election. Focus, man, focus. …

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Wesley Benn - The First Revit User in Australia and the Father of BILT 57:59

3M ago57:59

57:59

Wesley Benn, architect and founder of the Digital Built Environment Institute, shares his journey in the architecture and construction industry. From a young age, Wesley had a passion for architecture and design, which led him to pursue a career in the field. He started his own architectural practice and later became an early adopter of Revit, whic…

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Cory Morris - Gary Michaels Clothiers 37:24

3M ago37:24

37:24

Join me as I sit down to talk with Cory Morris, the new owner of Gary Michael's Clothiers in Kearney. In this episode, we'll dive into Cory's shift from running a bookkeeping business to taking over a popular clothing store, the ups and downs of running a retail business, how he gets his family in on the action, and more! Cory also gives great insi…

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Ronan Collins - Lessons Learned in the Construction Industry 57:15

3M ago57:15

57:15

Ronan Collins, a pioneer in digital engineering and BIM, shares his journey in the construction industry and the challenges he has faced. He grew up in a family of builders and was exposed to CAD at a young age. He joined Arup's in 1996 and witnessed the rapid changes in technology. In 2003, he started his own company in Hong Kong, focusing on tech…

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Ep. 115: This Month's CPI Report - Closer to What We Want 23:23

3M ago23:23

23:23

It's that time again, and even though the punditry is now fixated more on the Unemployment Report than the inflation reports, the Inflation Guy doesn't have the trademark or the expertise to be The Unemployment Guy so this podcast is sticking to its knitting. This month's CPI report was the best we have seen in some time, and largely for the right …

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Travis Althouse - From Building Lego to Building Virtually to Building On Site (while Flying a Drone with Your Watch) 59:58

3M ago59:58

59:58

Travis Althouse, a construction technologist, shares his journey in the construction industry and his passion for driving digital transformation. From his childhood love for Legos and SimCity to his experience with Revit and other construction software, Travis has always been drawn to building and problem-solving. Video recording at https://youtu.b…

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Ep. 114: Why Interest Rates Don't Matter for Inflation 19:15

4M ago19:15

19:15

One of the absolute rock-solid articles of faith in the economics community is the proposition that increasing interest rates causes inflation to decline. If you want to slow inflation by a lot, you need to increase interest rates a lot. There is no question that increasing interest rates slows economic growth, and hurts people by doing so. The onl…

1
Andrew Hannell - Implementing Change and Advancing Construction with AI 43:55

4M ago43:55

43:55

Andrew Hannell, a digital design, construction, and engineering expert, shares his journey in the industry. From a young age, Andrew showed an interest in building and designing, which eventually led him to study architecture. However, he realized that his passion lay in the technology side of things, and he transitioned into working with BIM and d…

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Special Collab Podcast with Sheila Jenkinson of the Growing Small Town Nebraska Podcast 2:30:58

4M ago2:30:58

2:30:58

In this special collaboration episode, join me as I sit down with Sheila Jenkinson, the host of the Growing Small Town Nebraska Podcast. Sheila and I talk about our experiences in supporting and promoting small businesses in rural Nebraska. We discuss the unique challenges and opportunities facing small towns, as well as the inspiring stories of lo…

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Ep. 113: Real-World Crypto Escapades, Concerns, Threats, and Promises 58:08

4M ago58:08

58:08

On this episode of Cents and Sensibility, the Inflation Guy is blessed with not one but two outstanding guests, who help him unravel the significance of a recent client's problem: after selling his bitcoin on an exchange, the exchange made it difficult (so far, impossible) to transfer the proceeds back to his bank. As the Inflation Guy notes, "that…

1
David Broadhurst - The Importance of Caring in Construction 1:12:25

4M ago1:12:25

1:12:25

Dave "Broadie" Broadhurst, a safety guru in the construction industry, shares his journey and insights on safety, leadership, and mental health. Growing up in a construction family, Dave was drawn to the industry from a young age. He emphasizes the importance of caring for people and building relationships in the workplace. Video recording at https…

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Ep. 112: This Month's CPI Report - A Very 'Goods' Thing 23:37

4M ago23:37

23:37

This month's CPI was a good number - happy news! But if the Inflation Guy was going to design a 'good number' from scratch, he wouldn't make it look like this. He would start at the other end. What does that mean? Take a listen, and find out why this is a good report and a 'goods' report, but maybe not a great report. NOTES Blog for this month’s CP…

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Building Stories Ep.1 All stories start somewhere 1:04:10

4M ago1:04:10

1:04:10

In the first episode of 'Building Stories,' hosts Michael and Luke dive into the essence of their new podcast, discussing their backgrounds and their journey from youthful aspirations to impactful careers in 3D modeling, architecture and structural engineering. They share personal stories—from Michael's early dreams of becoming a car designer to wo…

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Ep. 111: Until the Job is Almost Done 23:05

4M ago23:05

23:05

At the 2023 Fed conference at Jackson Hole, Chairman Powell promised that the Fed would keep fighting inflation "until the job is done." Is the job done? The Inflation Guy thinks the signs suggest inflation is converging on a higher level than the Fed desires. Will the Fed really keep after it? Listen and find out what the Inflation Guy thinks. NOT…

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Ep. 110: This Month's CPI Report - 'As Expected' Doesn't Mean 'All Clear' 25:34

5M ago25:34

25:34

The economists were mostly on-target with today's CPI report, at least with the headline and core figures. But that doesn't mean that there was nothing going on underneath the surface. Below the big headlines, some things are getting better and some things...aren't. What does it all mean, and does the Fed have some cover to cut rates? Listen to thi…

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Ep. 109: Famous Last Words 19:37

5M ago19:37

19:37

"They couldn't hit an elephant at this distance!" - General John Sedgewick, Union, US Civil War, moments before he was struck by a bullet in the eye. The tradition of 'famous last words' is alive and well, especially at the Federal Reserve and Treasury. From Bernanke saying the subprime crisis would be contained, to Yellen and Powell describing inf…

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Ep. 108: Revisiting Velocity - Myths and Reality 36:06

6M ago36:06

36:06

There are several pernicious myths about the velocity of money that seem to never die. "Friedman said velocity is stable." "Velocity is just a plug number, so it is random." "Velocity is permanently impaired and only declines over time." These drive the Inflation Guy bananas, and from time to time he feels the need to talk about velocity. In this e…

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Paul Oettinger - Pals Brewing Company 42:35

6M ago42:35

42:35

In this episode of the podcast, I sat down with Paul Oettinger, co-owner of Pals Brewing Company located in North Platte. Paul's passion for brewing and dedication to his business is inspiring, and this conversation is a must-listen for anyone interested in the brewery business or entrepreneurship in general. He takes us on a journey of how he got …

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Ep. 107: Those Ten Dangerous Words 26:12

6M ago26:12

26:12

We don't know if the origin of the 'ten most dangerous words in the English language' was Ronald Reagan, or if the story predates him. But those words, "I'm from the government, and I'm here to help you," are the theme to today's podcast. The Inflation Guy interprets some recent news stories, but ties it all together with a crucial observation abou…

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پادکست های Michael Clothier

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