بهترین پادکست های Alex Pal (2024)

1
Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup 1:08:25

11h ago1:08:25

1:08:25

This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthom…

1
Goodbye, realpolitik: Germany, France, and the rise of Euroscepticism 38:41

3d ago38:41

38:41

It has been a momentous few weeks in German and French politics. The Alternative for Germany (AfD) won its first state election – and achieved the German far-right’s best result since the second world war – in Thuringia with 33% of the vote; in Saxony, it came a close second to the Christian Democratic Union. In France, after weeks of uncertainty c…

1
Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell 51:39

2d ago51:39

51:39

In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https:…

1
Reconnecting With Old Friends When You’ve Become a Different Version of Yourself with Linda Mueller 59:53

3d ago59:53

59:53

Imagine you’ve made the move you’ve always dreamed of. You live on the other side of the world and experience a new culture. It changes how you see your life – and almost imperceptibly, it changes you, too. When you return home, things are different among your friends. You don’t fit in the way you used to. Today’s guest, Linda Mueller, has lived th…

1
#227: Breaking into Strategy with John Gibson, Head of Strategy at The Martin Agency 35:53

5d ago35:53

35:53

In this episode, we talk with John Gibson, Managing Director and Head of Strategy at The Martin Agency. John offers valuable insights on leadership, collaboration, and how to break into advertising strategy. Plus, get an inside look at the strategy behind Oreo's "Wonderfilled" campaign and how it became a global success. Connect with John: https://…

1
Nobody Told Me: Advice from Two Pals on Advertising 42:37

6d ago42:37

42:37

Join us as we chat with Kyle O’Brien, Agencies Reporter at Adweek, and Doug Zanger, Founder of Indie Agency News and former Adweek and The Drum Editor. These longtime friends share what they wish they had known starting out in advertising. In this candid conversation, Kyle and Doug offer personal stories, humor, advice on navigating agency life, bu…

1
Alex Orange Drink, on Bright Eyes' New Record and Living (Instead of Dying) 57:32

6d ago57:32

57:32

Alex plays in The So So Glos and was a formative influence on the new Bright Eyes record, Five Dice, All Threes — out Sept 20th. We talk about Waxahatchee, islands in the PNW, why his body can’t break down protein, his cancer diagnosis, living as if you’re dying, crashing at Conor Oberst's house in LA, casually writing new Bright Eyes songs, a stri…

1
Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup 56:49

8d ago56:49

56:49

This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc…

1
The world after the West: Sasha Gabuev and Mikhail Komin on Russia’s role in international organisations 37:13

10d ago37:13

37:13

Russia is influential in international organisations: a permanent member of the UN Security Council, it also participates in geoeconomic groups such as the G20, and BRICS+. Regionally, Russia leads the Eurasian Economic Union, and the Collective Security Treaty Organization. But relations with Western organisations such as NATO and the EU are strai…

1
Joe Staples Reveals Expert Tips for Tackling The Polaroid Brief 30:09

10d ago30:09

30:09

In this episode of Breaking and Entering Advertising, hosts Geno Schellenberger and Cooper Colvig dive into the Crowbar Awards with Joe Staples, Chief Creative Officer & Partner at Mother Industries, and this brief's Guest Judge. The Crowbar Awards is a global competition designed for aspiring advertisers to showcase their creativity, with the chan…

1
Fatal attraction: Republicans and the future of Trump 30:47

10d ago30:47

30:47

In the run-up to America’s presidential election, ECFR’s US programme has launched a new podcast, “Swamp Chronicles”. The mini-series delves into the crucial discussions and deeper issues shaping the election, and moves beyond the usual campaign headlines to explores its potential impact on US foreign policy – and on Europe. Swamp Chronicles is hos…

1
Easing Burnout With Social Connections with Lesley Waldron 49:59

10d ago49:59

49:59

If you’ve ever felt overwhelmed and exhausted by everything you have to do (while still worrying you aren’t doing enough!) then this episode is for you. Today I’m talking about burnout with Lesley Waldron, is a burnout coach who is also a sandwich caregiver (a parent and caregiver to a parent). Much of our conversation tackles this conundrum: frien…

1
Why The Fed Shouldn’t Cut Rates | Eric Wallerstein 57:51

11d ago57:51

57:51

In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy! – Follow Eric Wallerstein: https://x.com/ericwallerstein Ya…

1
#226: Niche Expertise and Career Growth with Jeremy Heilpern of Ammunition 32:53

12d ago32:53

32:53

In this episode of the Breaking and Entering Advertising Podcast, Geno Schellenberger interviews Jeremy Heilpern, founder and CEO of Ammunition, a top Atlanta-based agency. Jeremy discusses his journey from rising through the ranks to launching Ammunition, emphasizing the power of niche expertise, passion, and relationship-building in advertising. …

1
Ep 11: Lace Up, Brian Bonilla Teaches us about Sprint Agencies 23:47

13d ago23:47

23:47

In this conversation, Geno Schellenberger and Brian Bonilla discuss the concept of sprint agencies and the growing trend of speed in the advertising industry. They explore different models of sprint agencies and how they offer quick and focused solutions to clients. They also discuss the implications of this model for the future of advertising and …

1
NVIDIA Passing The Baton From Growth To Value | Weekly Roundup 1:07:00

15d ago1:07:00

1:07:00

This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc92…

1
#225 Alex Schill: Leading Europe's Largest Independent Agency Network 30:11

16d ago30:11

30:11

In the Breaking and Entering Advertising Podcast episode, host Geno Schellenberger interviews Alex Schill, Global Chief Creative Officer at Serviceplan Group, Europe's largest independent agency network. Schill delves into blending creativity with execution, hiring for potential, and the importance of self-confidence and challenging norms. He also …

1
The world after the West: Lynn Kuok on south-east Asia 38:32

17d ago38:32

38:32

South-east Asia is a culturally and geographically diverse region, notable for its proximity and economic ties to China. Though the political structure of the region’s 11 countries varies from democracy to autocracy, many cooperate through organisations such as the Association of Southeast Asian Nations (ASEAN), the Comprehensive and Progressive Ag…

1
Who We Are Right Now: The Benefits of Making New Friends and Starting Over with Leannda Shearer 59:02

17d ago59:02

59:02

There’s no better way to test your friendship skills than to move to a new city, and today’s guest, Leannda Shearer, has moved to a new city not once or twice but eight different times! So, at this point, you could say she’s an expert at building a support system. With each new move, she’s learned that it takes not just the right skillset but also …

1
The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell 1:01:28

18d ago1:01:28

1:01:28

In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael…

1
#225: The Evolution of Independent Agency Networks with Bob Kantor 47:09

19d ago47:09

47:09

In this episode of the Breaking and Entering Advertising Podcast, CEO of Dawn, Bob Kantor, explores the world of independent agency networks. He shares his career journey from founding an agency in college to leading global agencies, and the creation of Dawn. He discusses the concept of independent agencies, their benefits, and how they contrast wi…

1
B&E Dream Guest List: Five Influential Advertising Figures 33:18

19d ago33:18

33:18

In this episode, Geno Schellenberger and Ken Bates discuss their dream list of future guests for the Breaking and Entering Advertising Podcast. The guests they mention include David Droga, Alex Bogusky, Rob Reilly, Susan Credle, and Danny Robinson. They highlight the achievements and contributions of each guest to the advertising industry and share…

1
The Fed Put Is In & Global Easing Has Begun | Weekly Roundup 1:03:54

22d ago1:03:54

1:03:54

This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https…

1
The World after the West: Alex Velez-Green on the United States 32:41

24d ago32:41

32:41

In American foreign policy debates, prioritisers argue that the US should focus on deterring Chinese expansion, consequently shifting its resources away from Europe and towards the Indo-Pacific. But questions are also emerging about the US presence in the Middle East, as well as the country’s commitment to NATO – which the looming election has thro…

1
#224 Christy Hiler: Championing Diversity and Creativity at Cornett 35:52

24d ago35:52

35:52

In this episode of the Breaking and Entering Advertising Podcast, host Geno Schellenberger interviews Christy Hiler, the owner and CEO of Cornett. With over 20 years of experience, Christy shares her journey from starting at Cornett to transforming it into a national powerhouse. She discusses leading with empathy, the importance of bold ideas and i…

1
How to Not Live Vicariously Anymore with Christine Hetzel 48:53

24d ago48:53

48:53

Sometimes, when our social lives feel lacking, we find ourselves living vicariously through others and wondering: how come they’re all living their lives and I’m not? This is the experience today’s guest, Christine Hetzel, found herself in during a kind of quarter-life crisis. To turn her friendship situation around, she took the initiative and beg…

1
Generating Alpha In Macro | Capital Flows 54:42

25d ago54:42

54:42

In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital…

1
#223 Tim Gordon: From Intern to Industry Leader, How Creativity and Persistence Shaped a CCO 38:22

26d ago38:22

38:22

Join us as we explore Tim Gordon's remarkable journey from intern to Chief Creative Officer. Today, he is a Partner & CCO at Zulu Alpha Kilo New York. In this episode, Tim shares how his creativity, persistence, and award-winning campaigns for brands like Coca-Cola and Under Armour have shaped his career. Whether you're breaking into advertising or…

1
Has The Dust Settled? | Weekly Roundup 56:09

29d ago56:09

56:09

This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-…

1
The world after the West: Rana Mitter on China 34:22

1M ago34:22

34:22

In recent years, China has overtaken the United States as the largest trading partner of the Association for Southeast Asian Nations (ASEAN). Not only has Beijing played a bigger role in the region’s economic order, it is also taking the lead in creating new institutions in Asia. China is known for BRICS or its eponymous Shanghai Cooperation Organi…

1
Blueprint: Meet Our New Co-Host: Jess Lee 10:58

1M ago10:58

10:58

We're excited to introduce Jess Lee as the new co-host of Blueprint, a quick-hitting segment from the Breaking and Entering Advertising podcast. Jess, a senior at UNC Chapel Hill majoring in advertising and public relations, is on a mission to break into art direction. Fresh from her internship at Goodby Silverstein & Partners, she'll share her jou…

1
How to Stop Dreading Parties and Take Charge of Your Guest Experience 27:48

1M ago27:48

27:48

If you’re somebody who dreads going to a party, then this episode is for you. Sometimes the couch feels more appealing than going out into the world and socializing, and I get it. Attending a gathering takes energy. Sometimes it feels awkward. But gatherings can also make us feel inspired and supported and invigorated. Today I offer an approach tha…

1
#222: Paul Caiozzo on the Future of Creativity: Lisbon, AI, and Supernatural 1:00:42

1M ago1:00:42

1:00:42

"Our primary objective is to take this technology and tell new stories with it—better, different, and more impactful than we've ever seen before." Paul Caizzo is the founder of the agency Supernatural. Join us for an inspiring conversation with Paul Caiozzo, one of the industry's most awarded and recognized advertising creatives. From redefining Bu…

1
The Mystery Behind The Stock Market Sell-Off | Alex Campbell 49:59

1M ago49:59

49:59

In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follo…

1
Pieter Pastoor, a Pal and Influence on this Pod 51:46

1M ago51:46

51:46

Pieter Pastoor is the host of Listening Lyrics, a weekly radio show on KDRTfm in Davis, CA. Pieter is 79 years old and he puts out a radio show every week. The first podcast-adjacent thing I ever did was go on his show a decade ago. Fun one for me. We talk about his failed attempt to interview poets in the “late 1900s,” open mic nights, recording l…

1
Recession vs Rebound Debate | Weekly Roundup 1:13:59

1M ago1:13:59

1:13:59

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Qui…

1
East meets West in Ankara: Inside the prisoner swap with Russia 30:34

1M ago30:34

30:34

The prisoner exchange between the West and Russia last week was the largest swap since the end of the cold war. At Turkey’s Ankara airport, Russia and Belarus released 16 detainees, while the United States, Poland, Germany, Slovenia, and Norway released 8. In this week’s Europe in 30 Minutes special episode, deputy director of ECFR Vessela Tchernev…

1
Dear Men: Stop Living on Autopilot and Strengthen Your Social Circle with Antonio Neves 56:25

1M ago56:25

56:25

Do you know men who don’t have close friends? It’s a common problem (one that I cover in Episode 31 and Episode 32 of this podcast) with major implications. Poor social and mental health in men is connected with all kinds of other issues ranging from suicide and depression to gun violence. Joining me to talk about this issue is Antonio Neves, a lea…

1
GC & Ric host, Francis Ngannou’s return for PFL PPV, UFC 305 look ahead, OTN 2:22:12

1M ago2:22:12

2:22:12

With Ariel Helwani at the Olympics around (5:07), Eric Jackman and Conner Burks discuss the return of Francis Ngannou and Cris Cyborg on the PFL pay-per-view and what kind of impact it will have. In the latest On The Nose around (25:06), they discuss skateboarding, McGregor vs. Chandler, fishing, UFC 307, UFC Vegas 95, Tony Ferguson vs. Nick Diaz, …

1
Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm 46:01

1M ago46:01

46:01

In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.c…

1
221: Inside Gen Z Marketing with Carson + Doyle Co-Founders 44:58

1M ago44:58

44:58

Ready to break into the advertising world or start your own agency? Join us on this episode of the Breaking and Entering Advertising Podcast as we sit down with Thomas Brazier and Charlie Naus, the co-founders of Carson + Doyle, a Gen Z-focused creative agency. From childhood friends to successful entrepreneurs, Thomas and Charlie share their journ…

1
UFC Abu Dhabi and Crawford vs. Madrimov post-fight show, Topuria vs. Holloway announced, weekend recap, more 1:19:14

1M ago1:19:14

1:19:14

Ariel, GC and NewYorkRic recap a busy weekend in combat sports, featuring UFC Abu Dhabi and Crawford vs. Madrimov. Then they discuss what’s next for the big winners, including Umar Nurmagomedov, Deiveson Figueiredo and Terence Crawford. Next they react to the announcements for UFC 308 in Abu Dhabi, headlined by Ilia Topuria vs. Max Holloway. Finall…

1
Why Are Markets Unwinding? | Weekly Roundup 48:06

1M ago48:06

48:06

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https:…

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پادکست های Alex Pal

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