17 Burst results for "B. R. K."

"brk " Discussed on Bloomberg Radio New York

Bloomberg Radio New York

06:41 min | 4 months ago

"brk " Discussed on Bloomberg Radio New York

"Look at my rank there on BRK tape boy All right yields pullback modestly Ten year treasury 2.45% of the commodities front crude oil It's a little bit lower here It's called one O 8 a barrel gold is lower as well $1945 per ounce Bitcoin it finds a bit Now trades just over $47,000 per token Let's get some more color on the equity markets this morning Bloomberg markets editor Michael Regan in the house What do you have Michael Yeah Paul some movers today based on analyst notes and other reports that really kind of get to the heart of what everyone's worried about inflation and higher interest rates I'll start with Apple They're down about one and a half percent in the pre market This is after nikkei reported that the company plans to cut the output of iPhone SEs That's our entry level model by about 20% They're citing some talks with suppliers And Apple basically citing the war in Ukraine rising inflation and everything we're talking about as sort of the concern there Similar story with some of the big tech chip maker stocks microchip technology cuervo Teradyne all down about three to 4% after Goldman estimates across its coverage of chip companies Similar story rising inflation and higher interest rates are worried about hitting consumer spending and industrial production We need chips Even in my car it's got like a hundred chips I know You can't buy an appliance anymore without a chip I think my electric toothbrush probably has a chip in it at this point And it's surprising Paul you know because of all the chip shortages we've heard about but I guess you throw in higher interest rates and headwind to spending and it's getting out on the worried about it And one more I'll give you bank stocks downgraded Citigroup M&T Bank Fifth Third Bancorp downgraded at Morgan Stanley Betsy grassick citing saying we think a short and sharp rate hike cycle is tougher for banks than a slow and steady rate cycle When rate heights rate hikes accelerated faster paced and earnings and wage growth that can lead to higher credit risk potentially bringing on a recession So you know it seems like the inflation the higher rates all the macro factors we've been talking about are starting to trickle their way down into the analyst coverage of the individual names Thank you so much Greatly appreciate it I really eventful Monday Bloomberg surveillance bunched by Conrad's naked adviser assurance tax Get ESG insight for fund managers perspectives on reporting and insights on how ESG drives value and competitive advantage download their ESG report Con resnicks ESG report visit Cohen Resnick dot com One person today I wanted to talk to I said I don't know Paul one 2 a.m. Sure Get Nord Vic Yep get him on Yeah Nord Vic's with us Wake him up Legendary with a phenomenal book on Europe hugely prescient a decade ago and he joins us today on Japan Jens thank you so much with exciting data for joining us this morning What are the ramifications for the people of Japan and their government if yen weakens out further one 20 one 25 dare I say to one 30 and new trade weighted weakness Yeah Well the yen has already weakened about 10% really over the last month So it's a pretty significant move already And clearly if you're importing oil or importing anything those goods will go up dramatically in price right So those are the effects that people will see That said Japan is a different country from almost any other country in the world in that they have not had any broad based inflation pressure yet Japan is a country that's been stuck in mostly deflationary environments Just as a time in Paul Sweeney wants to jump in here I agree with that that they've been stuck in a disinflationary deflationary trend but on a nominal GDP basis they define zombie How zombie is the zombie this morning Well so what we're seeing in the yen is just very very dramatic We've not seen gen moves like this I frankly can't remember a weakening rule like this in my entire career So this is something we have not seen before And what I would say is so interesting now is that the bank of Japan has been trying in different ways to maximize essentially the amount of easy monetary policy they deliver right And the last formula they came up with was the yield curve control Fixing the ten year yield And what is so kind of ironic about that policy is that when global yields on the upward pressure as we are seeing everywhere in the world right now they actually get forced because of the yield curve control to buy more and the bank of Japan had to announce overnight that they were buying an unlimited amount of Japanese bonds at an auction So you have this ironic situation when the need to ease is going away kind of They actually have to do more It's a pro cyclical policy And that's why the yen is getting really interesting now and having the explosive move So when I grew up the yen was a safe haven Is that still the case in Any regard So I think over the last month or so we've seen just a dramatic reassessment of what the yen is and entails right So a lot of people have a type of yin hedge in that book If something goes terribly wrong we're going to make a bit of money on having yen calls in our portfolio Those young calls essentially didn't work at all when you had the Russian invasion of Ukraine They again was just stuck right So those calls were worthless So I think part of the reason why I begin has then turned to become so weak is that there's a structure we assessment of whether it's worth owning that insurance policy to people are getting out of that insurance and that's in the process of adjustment entails actually selling the yen Okay we're going to sell the yen I get the dynamics but I want to talk about the lessons we can learn in the west from the zombification and now this huge first derivative move of yen weakness.

Michael Regan Michael Yeah Paul Teradyne Bank Fifth Third Bancorp Japan Morgan Stanley Betsy grassick Bloomberg Cohen Resnick Apple Nord Vic Ukraine Paul Sweeney Paul
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

05:09 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"Brown was twelve and if they bring back jabari parker who guarantees half of his salary on opening than there are thirteen already. So maybe that's just hey like we. We just need more roster spots flexibility as well and that's an interesting interesting transition to the oklahoma city thunder who now have three first round picks in twenty twenty. One we don't know the exact numbers we know they're going to have sixteen then they're either going to have. I believe it's their their own pick for sure but then either eighteen or five. Because that's the only pick were the were the only spot where the houston pick would convey. That's that's a variance for them. But that's three first round picks either direction they also have some non guarantees gabrielle deck williams who we assume they're going to get picked up whether he's there or elsewhere isaiah roby ski picked up and so for for oklahoma city. They also you know. They lose some some financial flexibility this year at the coming year next because now they're they're still plenty of space but they're down to thirty five forty million depending on some of those some of those contracts that's less than they had before and then they also lose a significant spending power in twenty two when kimball walkers fully guaranteed al horford was not but they got an yeah so so they actually are not by twenty two the summer of twenty two shades. Max is gonna kick in and they'll probably only be about twenty million in cap space by that point a and the other thing is the roster spots there to get to that. But that's exactly where. Yeah i mean. So because they're going to run into an issue. Incidentally that boston has dealt with for the last three years. Which is that. you're bringing in a lot of new players and you don't necessarily clear out as many because not only do i mean beyond the myriad second round picks that the thunder have. They have three first round. Picks this year the expectation is that they'll have three picks next year then as of now they have two or three first round picks and twenty three so and never these are rookie. Scale contract run for years. Also sam prestige has found value on the margins. Guys like lured intel malegaon. And so who worked for sean picks but are a part of their future to be sure so at some point they're going to run into those issues probably going to have to trade some of those young guys for below market value because coalescing trades. You know you can't trade four quarters for dollar like that's not the way the nba works and you can't trade four dimes for fifty cents or five times for fifty cents either. So i think that's going to be a real a real challenge for prestige and now you can also do something that where you can combine those things sexually easier to do before the picks are made. And so maybe you could see. Let's say they end up with five sixteen eighteen. You could see in eighteen. Become a better pick or even five sixteen eighteen. Try to move up a little bit. Get the player. Probably not gonna get number one but you could get a player that you like more within that top five group. Yeah and obviously the lottery will determine that they could have a pick in the top four. That's their own. And they got a forty eight percent chance that houston's pick will be number five and that they get that also and then they'll also then they lose a team still have sixteenth at and so. I'm sure because of those things you talked about will probably try to see. Some consolidation trades for them at draft time actually to move up in the draft with with all these picks in terms of just the roster spot right now with those three players that they're probably gonna draft or projected draft as of now. They've got fifteen players under contract however that announced include spe- mcaleer because a restricted free agent. But they have five guys who are non-guaranteed. Isaiah roby does guarantee pretty early on. I would imagine they would probably just guarantee the other thing too is they can always even the guys guaranteed. They can always eat the money. Churn the they're going to be. I would be shocked if they go into this season. Above the cabinet. They'll go into the season price still with money and they can easily take on the thirty two million for next year that will drop if they get two picks in the top five but they'll have plenty of room to just take guys on get some more picks get some more players as well and know most of these guys that we're talking about date so the nine guarantees they have luder. That's gonna get picked up. Charlie brown junior. We'll see roby. It seems like he showed enough to get picked up. Same with williams who i think would be a good trade candidate And they got Gabrielle dak as well. So all these guys i mean they could bring all these guys in camp and then just got the ones who don't work out i mean and even with you're talking about the draft picks. I mean. some of these guys are going to not work out. And that's okay. You have enough bite that the apple does a lot on this trait but there was a lot to unpack here and probably too early to grade this for the celtics. I would have thought. I would hope they could get a little bit more value for a pick that that good but like crazy terrible value and it seemed like the camera thing was not working out there so and just to have a team like the celtics. Just can't have that much salary tied up in a guy who might not play. You're just beard just behind the eight ball at that point. So that's a big part of this and we'll see they're in. There is a theory of how they can kind of make up for not having a traditional point guard by running south through horford. And we'll see how that goes..

fifty cents sixteen sixteenth fifteen players two eighteen Isaiah roby twelve five guys next year jabari parker five thirty two million three players forty eight percent thirteen two picks Charlie brown second round oklahoma
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

06:57 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"There might have been more of an appetite to go into the tax if they are playing better and they just weren't however so call it about twenty thirty million dollars in savings or so For the celtics. And that's you know to give up a pr- this is a better pick than is often involved in these kinds of transactions the sixteenth pick and they also got worse in terms of the second round did get broad backgrounds bright. Do about the same as the second round. Let's consider all the non first. Ron horford walker self Relatively awash i would say we'll see whether brown gets a tick for the celtics. When he's got the puts us in points and rebounds also pretty slow so they how much talent downgrade is this on the floor if it even is one if you factor in availability. I'm not sure that it is much though. It's fascinating from the perspective of brad stevens. First of all trading a player. He coached for a player. He goes but because of the idea of scarcity versus surplus so not only are centers in general or big men in general horford complacent for more in supply. But also they're more in supply in boston where robert williams is still on his rookie scale contract. He is extension eligible. I don't know if that gets a little thorny. Her and probably doesn't But they also tristan thompson under contract fully guaranteed nine point seven million for next season. So yeah you can play horford a little bit with them but you also create this huge question which is what in the world or the celtics going to do at point guard because they have the half peyton pritchard but boston. Now they don't have a first-round pick which not only could you draft draft a guy but that probably wouldn't be good enough to start on a team with lafi expirations but could be traded for somebody that could or you could theoretically use the mid level on that type of player or you could use that the trade exception the biggest one they have left is eleven million of the gordon hayward exception you could use one of those to get a point guard but those aren't necessarily the easiest paths so when you consider the threshold that boston is looking at this. Isn't you know like a fringe playoff team. Trying to get a point guard stopgap. This is a team that needs somebody who can start him potentially play in a conference finals. Well i think reading through here and we'll save me. The reason that this is being done is to potentially facilitate other moves. That one of those moods could just be resigning for who they have. The full bird rights on So and if they bring him back and you know they're five million in the tax they could still may be tried to make a move with thomson at the deadline. They could try to sweeten that with one of their young guys Robert williams might be sweeteners. While who it just seems like brad stevens buying into him as the starting center is just not something that he is going to do. And he's not a big grant williams guy yard. We can conclude that given by the usage patterns of those guys by brad stevens the coach over the last couple of years and they still do need another center in addition to to horford. But i think you know if you re signed for a and smart is like so you get smart. Four a brown tatum. Horford your starters brad. Stevens has previously kinda run. His offense through al horford at the elbows. And so this would be a group that would al horford. Would kind of i think in theory just make up for the lack of a traditional pick and roll point guard. And you're also gonna say are big. Scores are jayson. Tatum and jaylen brown. So wouldn't it be better if we have just a center facilitating for those guys out at the elbows. Doing a bunch of handoffs stepping out can get back to that. Twenty seventeen offense with isaiah thomas Give space for these guys to get to the rim and four as well to just kind of play off orford at the elbows. And brad as never really particularly used a senator who rose to the rim while and they annually of kind of disappointed in terms of their ability to get to the foul line ability to finish at the rim. Get to the rim. They haven't done a great job of that particularly when they haven't had al horford there to kind of facilitate things. So maybe that's the thought here. Now that's a big bet on al horford right and i think certainly when healthy kemba walker is a much better player than al horford and so a lot of times you might see something like this where the trade is made but you're also of getting a slightly better guy than the bad salary the toxic salary but of course dealer issue is the kemba walker. Couldn't sail. they got a bone bruise. That same left knee that had been bothering him. And so you felt like yari can had like a really nice april and early may but he was small. You know that's gonna be a big problem going up against brooklyn in the east and he couldn't stay healthy and the and they obviously know better than anybody. What the state of that knee is. And so i think it's quite possible that al horford gives you more production than kemba walker over the next couple of years because kemba just is not gonna be able to be healthy. So maybe that's part of this calculation. But i would you agree that. What healthy cam walker player than and horford though the combination of somebody who can space the foreign. Also be a capable defensive player. now it's been. It's been a couple of years since he was in boston. And we wonder what horford can be at that level for a for a team that needs a lot from needs often. The five member horford. He already turned thirty. Five like this is you. Don't expect the this to reverse the hands of time or anything like that. But yeah i would say so and i think how we think about these two players a year from now is going to be extremely important. Now horford buteau. We'll talk about his future with the celtics after this coming season after. But it's i think it's in many ways. This is as much a bet against kemba walker health as it is anything else because if kemba walker you know if he's very limited or he can't you know you can't trust that he'll be on the floor in april may june. Then he just doesn't have value for a for a high level team and kemba walker that contract that he as a free agent. Got the got that max contract thirty seven point six million for twenty two twenty three. It's a possibility that looks like a huge negative and maybe for a team. That's less competitive or a team that can withstand the health variants from kemba. Maybe it looks a little bit different but that is it is a reasonable. And it's one that. I would always be very cognizant about of as the other team because as you said you presume that the boston celtics no significantly more about the viability of kemba walker knee than anybody else does. Then we'll get to the okay see porsche this In a little bit because walkers he can still play right that's the kind of guy is that they have focused in on rightfully so in some of these traits. All over i thought he looked a little rejuvinated playing center. And okay see and in fact agassi's defense was surprisingly competent when he played last year. He can't really protect the rim anymore. Though so can he switch. Are they going to like have him getting out on the floor in roll defense which he's more comfortable with maybe so pissed especially if they have all this length they can kinda fly iran behind him maybe cover up for some of those gaps And then of.

robert williams Robert williams thirty tristan thompson thomson brad stevens last year sixteenth pick jaylen brown twenty two isaiah thomas six million second round five million Five kemba eleven million Tatum two players Stevens
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

05:41 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"We'll see whether that would become a net positive or net negative but it's definitely a net positive if the clippers have a traditional center out there on the floor which they are going to have to do at this point. They've run out of the small guys at this point. Yeah and not. They've run out of the kind of versatile perimeter players because when you you can't maintain the integrity of the system if you have all these other source do you can pick out whether they can't maintain contact with their guy out ball like some cards up or they can't defend oddball like rondo in this game. And that forces the clippers to try other things and that included one of the experiments that in the early stages of it worked phenomenally and that was demarcus cousins. Having this absolutely incredible stretch shortly after basically when he entered the game yeah he played too good minutes and eleven bad once. You're he had those two holy crap. Yeah i mean. He hit three got like a couple of posts ups on charlotte Which caused problems got the. Yeah yeah yeah. Y'all don't opry but that was probably one of the one of the few good plays that rondo made it in the game before the very end. That crazy scrambler. He had a couple offensive rebounds or just one but yeah it was and the unfortunate part then of course and and actually in the game one too. He had like a brief period where it looked like he was going to be doing stuff but then it completely off and then also play having him out there at the same time as canard as well. I mean that just completely supercharge the offense from both ends meet lucas. Two three six points hit a couple of difficult threes but just get completely lit up defensively and not like you would like for. Luke inaudible to guard camp johnson. Right and he's just like give up the easiest back cuts in the world to this guy which and some good action against the sun's thirty one assists on forty nine field goals when they are a really really good offense and monty williams is deserves to be in the discussion among the top coaches in the nba. I would say after these playoffs for the system the that he's implemented there for how many wrinkles they have for. I mean it's been. It's been awesome to watch this team. Team play so far but we. We've talked about some of the shortcomings for the clippers. I wanted to talk about some of the praiseworthy things and and as great as paul. George floyd i want to start with reggie jackson. I thought that he you know. Reggie jackson facing a different opponent facing a team. That has you know. They don't have the same level perimeter defense with chris. paul up but still has a lot of capable. Players helped end jackson the tricks of the trade for him. When know what kind of to attack not making as many states did five turnovers in this game but gino overall you to making better decisions. Shoot it when to shoot pass when to dr beta huge difference. No i think that's right and at the very beginning you're like okay. This is not done of mitchell and boy unplug donna. Vich and jordan clarkson that he's going against like the sons have real brimmer defenders and so reggie was able to find a way to work there and did it more of it inside the arc as well with penetration particularly in the second half four twelve from three so he didn't quite have the crazy magic. Louis hit a couple of really difficult ones as well so yeah he was solid but also i think another guy who just kinda ran out of gas that the enemy and there was one play where he drove into three guys in just threw a pass that had like absolutely nothing on it and got upset by booker that led to that l. You've put the suntan basically would have ended the game if the clippers hadn't gotten ninety seven offensive rebounds it in a row in the last minute So yeah it was clear that the sun had more energy at the end. Paul george and other guy who was awesome. Awesome three quarters and then really just did not have it in the fourth. I mean missed all five of his shots in the fourth quarter it there were times when it looked a little bit similar to kevin durant losing losing his legs in the overtime of game. Seven on saturday. But i mean georgia thought he had a really strong performance overall. You know the same balance of chretien and try and do stuff you know. There are a few possessions where you're like. Oh why are you trying to trying to score in the in the pain on deondraye in a couple of things like that but generally i thought he did did a nice job picking his spots and as i said before with devon booker making when when they sent extra attention making the past to an open teammate. To get yeah. And george was seven out of fifteen from three and really got going in the third basically three straight plays in pick and roll when eight and was in jock coverage just walking into a three head a beautiful step back to his right over booker near the right corner as well and so that was the point at which you started thinking with the deondraye eight and like you know. They're making life difficult on on amir and that was even with the traditional center out there just in a normal pick and roll and we talked about it obviously in the preview before this but aden was rightfully been lauded for having a really nice series defensively but his main challenge in those series was stopping man. One on one in the post. And i thought i think found something against him more in the second the second and third game when he had thirty points in both those games and got to the foul but then he went down and eaten was solid. They're put and then the nuggets one against yokich is one of the better guys in the league that you would want their so. Those challenges that he met were different challenges than what the clippers in theory were going to provide and still provide to some degree even when they have a traditional center on the floor with the shooting and spread pick and roll game. Although they don't have you know really just like a great pick and roll operator. Necessarily i would actually consider doing more of reggie jackson in pick and roll in the second game. If i'm the clippers if they if they have to go more with the traditional center let him handle..

monty williams George floyd Reggie jackson reggie jackson Vich jordan clarkson Paul george kevin durant second game reggie george Louis saturday three guys paul seven fifteen Two aden second half
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

07:33 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"They were outscored by five in seven minutes there. But that wasn't that wasn't the margin in the same way that it was before and part of that was. I thought not perfect minutes. But i thought hooligan helped helped out and the staggering of embiid shifting. His minutes around created some truly weird offensive collections for the sixers and there were points when they got a couple stops that they were able to get offense and transition but simmons and howard being out there together and ivy. There was one time where tobias harris tried to do a drive and he actually got a little bit of separation but then he couldn't get anywhere because we're already four guys standing in the paint. Yeah it was definitely difficult. Be neither team. Could hit anything from in the fact honestly. The hawks probably should have won the series by more in the end. Like i felt like they should have one game six They should have won game. Four by more And like they shot the three ball terribly in the series for what's essentially a good three point shooting team and bogdonovich was basically a shell by the end. Obviously they didn't even have one hundred begin with embiid. I mean. I think we can kinda shift to just it will. Obviously we got plenty of time before wednesday to talk about hawks. Box by the way your Championship favourite milwaukee bucks by the way even more so now maybe than they were after last night or the. I certainly think that the sons would give them a very good story and could win that but embiid the injury. I think definitely hurt. You know we didn't get to see him. Go against a real defense in this blouse. The hawks found ways and capella. It got better as the series went along. But you can say it was the injury which obviously is part of the whole calculation with joel embiid as well as you try to think about how good he is and you know this game. He was thirty one points. Eleven twenty one seven to ten from the foul line but he had a turnovers and so he wasn't really able whether it's the injury or just the nature of being a senator and having to play as many minutes as he has to and wearing down or maybe not being still in the greatest condition of that he ultimately didn't do enough in this series and yes he wasn't the worst culprit. He wasn't playing that far below norms. But for this sixers team to be a championship contender. He had to play like the best player in basketball. Like he. kinda dead during the regular season and unimpeded unambiguously the best part in the series and embiid was that but then the other times that he was not and for embiid like there there were significant moments in this game where he is his room. Deterrence was was a real thing and that atlano work taking. They weren't taking their shots spook them. Sometimes even when embiid was not there but then there were at the beginning of the third quarter trae was able to generate. Looks not for himself but by getting and this isn't entirely mb tall some of it is the separation that trae young was getting but he was able to draw 'em being away a little bit and then they were able to get baskets at In for example in the third quarter six of seven for atlanta they're inequality where they couldn't make three. They were over four from long distance. And so i'm not saying like is the reason that that all that stuff happened but he wasn't able to prevent it. The hawks figured out a couple of little tricks that it's you you exploited and that's also something we've talked about in terms of the limitations of a rim protector of central defense and so embiid had his dominant moments. And in this game. I you know he there were there. Were points where it's like. Oh they don't really have much stop in my thought it especially in the very early going and beads offense which really good and he was getting all the shots on cappella but overall in the second half and got fouled a few times but three shots in the paint six midrangers four threes and he shot well on those. But you could see that. He wasn't that that's what he wanted. And that's what you would ever going crazy on the live. Show where like capello's conceded a couple of the shots and then when gala nari nari did concede it but then embiid didn't take it. Get the steel that changes the game and gallo probably needs to get some more credible. I thought his first quarter. Or maybe like you know probably. Has i five six minutes. That he was in was just atrocious. Defensively at a bunch of places. We didn't know who he had. He was not closing out on guys away. Needed to use getting blown by. Add a couple of just atrocious. Mrs on jumpers early but then after that he hit six of eleven three of seven from three he was able to get just enough ice work on george hill to just give them a couple of points. It wasn't it wasn't like oh man that we're going to run the offense through him all the time but just with trae out of the game just to get a couple of buckets there. I mean in a game where. Every bucket counted also nate mcmillan. I thought coached a pretty good game. This time he learned. I think from leaving trae young on the bench too long in the fourth quarter game six went back to him after affiliate went on a run for you know really i think it was only a minute and a half or so that trait rusted. He played forty three minutes. Which is probably the most he realistically could have. Played a in this game seven. So i thought he managed he managed mcdonagh bitch wall. Got him just a couple of minutes. They needed someone to just eat. Those innings played a little defense tobias harris to start the game. But also you know didn't fall in love with them. Went with gallo at the three. Just going to gallo at the three at all in this series rather than solomon hill or tony snell. Both of whom didn't play while. Obviously but you know he got to that really by game three. That was the way he went to play. Gallo three and against this particular team. That was able to work out. So i thought i don't. I wouldn't say that. Like doc rivers coached a bad series in this game. You know people talk pointed to some collapses like game five south but That he should have done more. But i think it's again if you had to put it on the coach or the limitations of the roster. I i'm putting it on the limitations of the roster i well. That's a good transition into ben simmons and we could start with the staff that tom average show tweeted out. That ben simmons took three field goals in the attempts in the fourth quarter of this entire series and that was to in game one which he made and one in game three no shots from the field in four five six seven. And i thought what are the most telling moments of this entire hall man. This was atrocious. Was when simmons got it was with gallinari. Gallon goes for what you. And i had a little bit different theories on it but i thought it was galadari. Basically saying okay. I'm going to swipe for the steel. And if i don't get steel i'm going to and i don't care instead. Neither of those happens. Simmons has a wide open dunks. Closest guy to him is trae. Young and simmons doesn't go up for the dunk doesn't try anything. He just dumps it off to takaiser. I wanna say was actually write. It wasn't able that's true. It's not even it's like a great i mean the esa. He's got it. He been position at dunkin. Who's right in the remedy certainly could have just laid it in and he sees trae coming over. Who's just going to go for a stripper. something probably would have just fouled him but he was terrified. He just didn't want to go up. He didn't wanna get fouled. I think he is always loathed to put thoughts in other people's heads when we talk about this but you can't conclude anything else in that situation and he had a number of hot potato plays every once in a while you'd see him try and push it and but because you're as as his teammate if he's just going to stand along the baseline old on i did have the thirteen assists but most that was just starting the offense quote unquote starting the offense with like a hand off to curry. Who would then go into a pick and roll her hand off with embiid and then kind of getting out of the way or decent in transition but him actually attacking to try and put the basketball in the basket. The point of basketball was so few and far between and then every once in a while we do it but like his teammates aren't prepared for him to do that. Like you got to have an understanding of what your teammates normally do in a situation so when he did attack you know..

joel embiid tony snell nate mcmillan ben simmons seven minutes embiid five second half ten solomon hill thirteen assists forty three minutes Simmons bogdonovich thirty one points Four six minutes eleven four guys a minute and a half
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

05:32 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"He's an almost wasn't anyway but but they weren't and you wonder you wonder i mean going back to game three remember. That was a game that brooklyn could very easily one as well when they had that we are. Sure the weird possession at the end where they didn't pick up anybody and drew holiday gets the layup when they went from one up to one down and his could of the series it could it was. It could've could've gone three. Oh it couldn't have gone. What one too. Because they kick the bucks ass in the first two games and then milwaukee they did stabilizion i. I was impressed that they kind of kept on fighting and that was a pretty big hit to get work the way that they did have played hard and they played very good defense but offensively. It was a disappointing series and they just missed a lot of shots But i guess the question will become you. We'll find out who they play. We'll do. I guess a preview. Maybe monday I mean what it won't start until wednesday. We could do it too. Yeah yeah yeah. All right Monday off as we says one sixty nine. Am pacific time right now. But i mean how just. How are you going to remember this series. I mean part of that will be determined by you. Know what the bucks go on to do and perhaps if they win the championship and they do it in impressive fashion but none of these teams. That are left really. Are you like blown away by me. Maybe the sun zip. If paul is back in The clippers i you know even with kawhi the there's no way i would be full strength. You think by the time they they play the bucks. So i mean to me like maybe i shouldn't be disappointed because You know they did not play very well in this series. And i should accept that. That's with the bucks are but i will still be disappointed if they don't win the nba championship. At this point. They had the most talent. I think brooklyn did have some systemic advantages against them. But if they can't beat philly with joel embiid injured. Or i mean the freaking atlanta hawks. Then that'll be a massive disappointment as well but it will just. It's always just going to be so such. I mean it was a classic series incredibly hard fought and katie almost did it but he still could and the all i'll remember him probably more than anything from the series and i'll remember this incredible bucks defense and pj tucker like his. His effort in this series was just wonderful. I really enjoyed that matchup between katie and tucker more. I can't remember a one on one matchup that i've enjoyed more. A maybe you'd say igwe and lebron and the twenty fifteen miles but the warriors switched everything right. Like pizza tucker. He did not have that luxury in the snow to get through every screen and never stop something that i found so fascinating about this series. Is that partially because it was so long and the key players played so many minutes. It seemed like a lot of different players had moments in the sun and then had moments in the deep shadows. I mean yeah. He drew holiday had a lot of in the shadows overall in this series. I mean it's it's amazing when you think about those three huge shots. He hit in at the end of the fourth quarter holiday shot. Thirty eight percent from the field in regular in in this series and just really couldn't find a shot but he you know hit a few and it mattered. Most bruce brown had his moments. Jeff game five will true incredible and another guy who was totally injured in this series. Yes but for durant is is a one. But then both of these coaches being like. We'll screwed. I don't have anything else. And just basically only playing their best guys pushing them exceedingly hard you know whether immune this game is a great encapsulation of it with five starters playing over fifty minutes and then you have drew holiday brook lopez and joe harris pretty closely behind behind those guys and the competition the level the level of effort and the necessity of set effort. I think it is really memorable. And also it's it was a strange series in the sense that there are a lot of these like memorable things like game one. I mean we were doing it for the live show and were so despondent about hearted and then the the the debts just have that dominant performance. And so for me. You have the series where they're only. I would classify it as like true close games. You had game three with that crazy ending. You had game five. The kevin kevin durant spectacle. And then you had this and all three of those were just iconex super memorable. We're game game. Three might not have been kind but like super memorable really interesting and then outside of that you had blowups of surprising and not surprising varieties. I will remember. Just what an absolute war this series was like. I mean just the level of competition and competitiveness on the floor by both teams and just the fighting through injury and just like how much both teams care like. That might be the biggest thing that i'll take away from this. And i think also the level of respect that the teams had for one another. You know there really weren't many like altercations or anything but it was just great competition the whole way and also you can tell the level of respect that they had another by just how many minutes that they played their guys right like that was i. I don't think we're gonna see mike. Budenholzer plays guys as many minutes. Now maybe i mean they've also been in desperation mode in this series since game two to where they just like. We gotta do this but the nets were in desperation mode in game one of this series and goes down and playing kyrie and durant the minutes that they're playing them in and i wonder i wonder if this will like it. This is going to change things. If like more teams we'd be like fucking. Were just playing our guys the whole game..

joel embiid atlanta hawks Thirty eight percent both teams Monday lebron twenty fifteen miles joe harris wednesday over fifty minutes Jeff three monday five starters first two games both katie kawhi fourth quarter brooklyn
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

06:55 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"I would say So then hard and misses the wide open three often ice penetration by harris which katie for setup and then the nets are pushing the down. Jaanus makes beautiful pass to lopez after katie force. The past he also ties up. Rick lopez believable. Yeah this is after like two nets went flying for the offense around the other. They got a fast break now. It's just a great play. Brook lopez's a great finisher. I thought he was just going to go up and lay it in But then in a piece of basketball justice. Kevin durant quick tips at which he shouldn't have been allowed to do but he quick tips. It out of balances own way. So it's bucks ball anyway. Yeah and maybe that was one like harden was there you know if he maybe you could have reacted faster with the if it weren't for the hamstring but it landed outbound pretty quickly And so then the bucks get the ball back like if it if this is a minute. Thirty left pretty much at this point and the still haven't scored in the entire overtime. It's still won. Eleven zero nine nets and they now have switched griffin onto yannis jaanus drives baseline. I thought the nets did not do a good enough job of getting help on that particular left side. Eyeso- at points in the game and this might have been one of them because everyone else was on the weak side right like they had no spacing in. Pg or tiger was bowed out by that point. But you know they. They had guys who were not in position to do anything on the weak side but they never really brought help over and then blake griffin clear file. You know he sticks his six both forums on him as he's facing up foul but i was surprised that it was not considered a shooting. Foul us kind of so far on the baseline that maybe they felt like. Hey kuna shot it from there even if he was really going to pick the ball up to shoot it but good news for the bucks that it wasn't a shooting foul because the would not have wanted to be at the foul line and so now katya on yada yada scored isolation in the post against k. d. using shape free pretty liberal push up but that that hook shot. That's the one shot that i wanted to have. The other one is just that free throw line jumper and he's got to make that hook shot more in this series like it got to actually be a semi decent weapon for him and so that ties at the huge shot And then we had. What i feel is the biggest play of overtime. Yeah we'll also so durant. I thought this was one of his better attacks of. Ot he gets the ball driving on the left side and tries to get to the basket and brooke lopez's just beats him to the spot blocks it and then i mean but so the thing is like that you're that's an important play but then they kicked the ball out the nets recover. It kick the ball to joe harris and joe harris misses. The three that would have put brooklyn up three with a minute ago. Yeah wide open as well and then the bucks. Come down chris. Middleton pick and roll. Bruce bronze stays within pretty well. Katie guarding jaanus brown is on him at the free throw line area so katie elects to stay with with the honest. That's what you should do in that situation but milton just gets a nice beautiful spin back over. His right shoulder has little size advantage on brown and gives them a two point. Lead with forty point seven left so good time out here by nash. To set up the two for one they get it. I thought katie. Got a really good look from the right elbow with thirty five seconds left and he just missed it. You know it happens sometimes. Even even to kevin durant in this game and then another totally stagnant bucks. Possession leads to middleton missing a twelve foot. Pull up and at this point down to twelve seconds left when they get the rebound katie gets the rebound and they not to call time out. And i think that. It retrospect thousand mistake. Now let him let him push it up absolutely. But i thought it was just as soon as hard or as soon as katie gave it up to harden as he was crossing half court. I was like oh he'd looked really tired here Your dabbing the game. That he's having to give it up too hard. Knowing where harden is at this point hard was like no you go get the ball right now and gives it back to him but still at that point they got nothing going on and i think at that point know. Hindsight is twenty. Twenty this isn't like bad coaching or anything like that. But i thought nash could've have taken the last time up at that point i mean into rant. I had noticed it going back to that. Drive in the layup. That got that brooke lopez's bought it didn't seem like he had much burst left and i think we we saw with didn't quite have enough legs with short on the on that that clean look from two on the possession before and it is you said it was not an obvious decision and i like trying to push and get it because one of the reasons that you don't that you that you don't call a timeout is. The other team can get superior as we were advocates for not-i'm out before it was cool although the bucks didn't have anyone else that they could exactly like i mean i guess could have brought in the knossos. Yeah i mean maybe you could say that the nets have gone with some more offense of personnel. Sure as well. But i think once and then even once katie had it and he was like back to goal forty feet from the rim against holiday. Who's like a heart you know he. He does good work posting up holiday. But it's hard to face up on holiday and get separation so time i would have been good. I was just like it. Just didn't look like something good was going to happen for. You just didn't have the same alacrity. Like i think he was just tired in that moment. it only been thirty seconds of play at that point but it's still very intense and you know the fact that he gave it up as well too hard and like it didn't seem like he was just in the right mindset that he needed to be in and so yeah and he just never really was able to even attempt to get great separation he kinda took the same shot that he had taken over. Tucker but it just. He didn't have his legs under. You could tell. It was so short. But i mean he you if you watch this face. The zoomed in on like it looked like he thought it was going in and it was like three feet short. You know it was just. It was just such a letdown and to have him. I mean just seemed clear that he just did not have it in him to make a move at that point in time and who's great defense by holiday not to take any credit there but it was just it and i didn't even really notice that on the play that lopez block and he's still got pretty good separation. Got a good look the previous time like this to me. This is the first time you know. He was obviously struggling to get up and exhausted. It's up but this was the first time like on the court whereas like already just doesn't have anymore and it just happened at like the absolute worst point in the game and and that was it So we don't know what's going to happen the rest of the way. I mean i think you can make a case that crazy as it is. The box might be the favorites for the nba championship. right now. Bad as they played throughout this series. I mean they. They deserve to lose the series. I will say that lake because the the nets had one guy on the team and that one guy was unbelievable but The bucks should have been able to score better than they did in this series against the nets new even with katie playing at a good good clip and blake griffin and bruce brown playing the series of their lives You know certainly had the nets been healthy. You would say that it would not have been closer..

Rick lopez Kevin kevin durant Brook lopez brooke lopez bruce brown twelve seconds lopez joe harris Jaanus thirty seconds twelve foot harris griffin chris two two nets thirty five seconds Twenty milton
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

05:07 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"More as maybe a little more on your hamstring than it is pushing forward to guard somebody in the post but contin kinda push hard under the rim. Who is in. Who is the low man on the free. Throw lane and tips it out then. Holiday hits a ridiculous step back. On joe harris the matchups were kinda messed up. The nets did a good job. Defensively were holiday. Tried to bring up. I think it was hardens man or griffin's man. Brian was up there and he just pre switched it and just forced holiday to take this tough step back over joe harris but i mean joe drew holiday Two huge three pointers when he as you mentioned he was two of seventeen to that point and so now in the last few possessions. He's hit open spot up three. He's drove set up a three and then he gets this spot up. And so it's eight points and two possessions for the box and they now lead at eight. Oh milwaukee run around and the nets amazing. The only had one possession. Just that katy missed three or on that. I mean that was a five point possession for milwaukee just an absolute killer for the nets to go from up to down three in the course of two possessions. Yeah and also that took. I think it was roughly a minute. Took a minute off the clock less time for the fewer possessions left in the game and then we started the kevin. I mean started the week. I guess revived the kevin durant show where he kind of. He had to be in his ends and it was. Yeah he drove on the silent. This was when they tried to trap him and pick and roll on the sideline with lopez. Any he just blew right by him. And i mean the explosion at this point in the game was incredible. Then he got along the time like. Oh he doesn't see janas coming over janas is just gonna pin doesn't somehow. He stepped around him and hit up beautiful layup that he made look so easy bows in reality. Incredibly difficult shot so one point game there then drew gets like a nice little easy sixteen foot up again being guarded by harden in pick and roll defence to go up three by the way so holiday to of seventeen. These are the other three shots. He made it in the entire game. Right here in the sequence all all in that within like a four possession period made all all those buckets and so some of the other places that that stood out in this period secondary find katie hard drive to the right elbow still discarded by milton. It you know at this point. I was starting to wonder you know particularly with harden struggling so much of just like the end when he's guarded by melds into two that they would never consider just running it just like i just don't think it's that they ever practiced even ever thought to practice like mike budenholzer. It's all about the math. It's all about defending your guy. They went back to their conventional system. Relatively lead to do some more switching in some of the groups although not very much in this game but they did do that in game six This is one where middleton especially when katie has it like out mill the floor just a straight iso should be able to rotate around out of that. But you know it's tough to do that. When you have lopez on the floor to like that's kinda the it's harder for him to get out to the corner et cetera. So just gets to the elbowed ice pump fake and scored that mid ranger to get him within one. And then i thought what did you think of. This is actually in the overtime Yeah this was holiday. Attacking harden again getting fouled by harden. Yeah but only may only make one out two so two point lead and then when they brought. Pj tekere back into this between those two free throws because he had he had five fouls at that point and i think they they wanted. They wanted us defense for these last couple possessions and so they basically just ice okay and talker which guy. I wonder why they wouldn't involve brook lopez. I mean brook lopez's depending pick and roll bill for. They never find an answer for that and somehow they just couldn't get katy to that spot. I think the reason was located just waved everyone away and wanted to just take tucker but He got to his spot. Then tucker got a hand on it. I mean tucker's hands were ridiculous. This game he had a couple of hours but most of these were just really clean strip us incredibly impressive and then so you get stripped by tucker gets it back and then middleton comes off joe harris from right behind katie takes it away and i were hardened fouled milton going. I deal Even going for like middleton dribbles up. They're up to and then he kinda faked like he was gonna pull it out and then attacked her. And i thought actually that was a very very close call because i thought hardened showing his arm. I thought that was kinda went down. I mean it was the referee's were letting a locker i thought largely did a previous definitely let a lot go especially i think it was the third quarter and it's like a in the middle of the fourth fouling the crap out of each other. Yeah but i mean there are times in the first. They miss them calls. I thought they settled in better. A mark davis john golden hammer. Who third official was so middleton. Two free throws despite nash. Taking one of his two time outs in the middleton free throws it didn't work katie. Mrs another pull up from the left wing which was a pretty good look again against tucker with forty seven seconds up but then bruce brown gets in there among two bucks they review it. It's knocked off of his foot so they still have another chance to get the two for one here down..

Brian brook lopez joe harris sixteen foot forty seven seconds two bucks two five fouls five point two possessions joe kevin three shots two point mike budenholzer eight points griffin third quarter lopez milton
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

05:44 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"Didn't initiate in the second half and overtime was just a disaster. And so that was that was obviously a really difficult for him But yeah. I think i also these teams like pretty limited benches jeff green maybe could played more or maybe like they could have gone claxton instead of prompt but the problem was like as the series kind of reached an equilibrium. Without bruce brown. They got nobody to guard chris. Metals and crystals in spain the whole game so we play bruce brown the old game right and now the bucks did get a little bit more judicious with pj tucker part of that was filed trove and also just to take him out towards the end of quarters. They did go with middleton on him. They tried holiday on at the end of the second. And katie just completely cooked your holiday as it's i've always thought it funny that katie said. Oh yeah drew in an interview like drew holiday guards the bus twenty one 'cause Kitty is either like playing possum there or just wrong about who guards in the best because he is always cooked your holiday in the post like holiday just can't do anything about an and that was the case back in that twenty eighteen series with the warriors against the pelicans were he was just letting them up when they had nobody else to guard him other than than drew on that team so that didn't work but they did get. Pj enough a of arrest and nope. Joe's older play the overtime until he found out in very controversial fashion. And maybe they could have at least play pat konitz in twenty three minutes. You know that that really helped even the slightest bit to give the guard something right like and drew got into foul trouble. He got a little bit of a break. Lopez a little bit of a break tucker guy will break so that was you. Know middleton janas basically matched durant and hardened in this one just a couple minutes less. But the i mean those guys did appear to have more energy at the very end then kiddie and hardened i think it was a good point in such an important one to talk about the different responsibilities because i thought that was a part of why the bucks players were so much fresher. And we about you honest. I thought that this was a strong strong performance. Overall from you on this. I thought that he was better. Like he got more aggressive over the course of the game like in the in the first partially i think because some of the jumpers went in he shot each took three of them the first quarter but then really after halftime started making started making hair on the basket. Also brooklyn did something which always drives me crazy with anybody but especially in certain ways with the honest of committing a foul around the basket but not really doing enough to dissuade the shot from happening and so there are a couple of times were and janas in particular because he's such a bad free throw shooter or at least such less confident one that if you give him the end one opportunity it's it's so much more damaging for your team and janas to his credit. He took a lot of those licks and kept on finishing in got some big ones and made some real points yet. You know a lotta guys in his position with this free throw issue would have west out and stopped attacking indiana's to his credit. He never ever stops attack. Yeah like someone who we might face in the eastern conference finals. Yes that is correct But i mean. I thought one thing that was really important. He started to really find The mid ranger. Like i thought he was hitting that pretty well by the end of the series. I think that's something that he should particularly. If he gets guarded by joel embiid potentially in the next series or clint capella for that matter. A that just shooting that mid ranger from the foul line. He looked very confident that shot as opposed to three pointer like taking that shot in rhythm with confidence like going down for look pretty. Good there Now did airball. Two free throws in this game while still going eight for fourteen. I mean it's hilarious like it just. I can't imagine what it must be like especially for him. Who used to actually make us. Free throws right and who. I'm sure makes them in practice all the time to feel this way at the line and that you're letting your teammates down and just how much you must dread going there and just like what what actual thoughts are in your head is your as you're at the following. But at one point he makes six in a row and then he had one of the worst airballs. I've ever seen it was. It was short and right. Yeah look at not just short. It was like to ball shirley it was not even close. Like you knew the moment it left-handed wasn't even going to be the zip code at the rim. But he didn't do a ton defensively in this one. I thought But it was still pushing the ball and transition. Obviously the times that he was able to do that were big and he had a huge hook shot over katie to tie the game in the last minute and a half of overtime had some pretty clutch. Plays down the end was able to finish. And so i thought he played as well as you could reasonably expect him to with this forty points on fifteen twenty four It was a really good game it was it was a game that you cannot and the number of minutes as well know he but now of course it's worth noting the matchup right like we we thought based on the matchup jaanus would be able to have games like this every game and he had a few to be sure but the bucks overall didn't score that well part of that was not hitting some of the open threes in part of that was just too much isolation etc but he did deliver. He did his part in this game. As a great player he played well enough for the bucks. Win was their best offensive player in this one. And the other bucks. Jrue holiday anchor swivels in both starting to for eleven in the first half of both of them just had massive moments at the end but i thought chris middleton defense was pretty massive in this. Yeah i thought he did a nice job. Competing got into passing lanes was was hansie in kind of a good way wasn't committing fouls but was disruptive and yeah. He had just a couple of plays where he just kind of. Showed up out of nowhere to get strips. I think both of them are were uncared. If memory serves as i believe so yeah yeah and there was that.

chris middleton forty points joel embiid eight Lopez hansie Joe second half twenty three minutes janas each katie fourteen chris one fifteen twenty four eleven first quarter Two free throws one point
"brk " Discussed on Dunc'd On Basketball Podcast

Dunc'd On Basketball Podcast

07:36 min | 1 year ago

"brk " Discussed on Dunc'd On Basketball Podcast

"If you're not already there you need to be there. Well you know. Let's see what's around. Let's see oh kevin durant there. It's like a two second pass. i'll get into and he'll be fine and it was so weird harden wasn't like that game six and he's just like okay and as you said there was a play like that in in the ot which drove me completely insane But lopez being able to protect the rim. Not like having to sacrifice everything the way they were and that led to what i thought was the most important that was related to the most important tactical adjustment which came at halftime when booting holzer shifted the defense science and they had for so much of the series brook lopez had been guarding bruce brown. And that helps kendrick going because brooklyn lebowski. He can't be everywhere not the most fleet of foot guy in the world. And so that basically invited the nazi us. Bruce brown as the screener so blake griffin was more of an awful spacer for the most part in those configurations but when they put jaanus on brown and put lopez on blake griffin. All of a sudden the the entire shape of the brooklyn offense changed. Yeah and i did the cast for the second half we had that in the intro and i noted that i thought that maybe that would be something that they could try but the reason to put lopez brought obviously was that when brown wasn't involved in the actor needs a non shooter. Blake is a better shooter than him but brown is probably actually a better screen. He's got like that. Little floater game. Which blake doesn't necessarily have and so they felt like hey at least you know if blake is gonna attack the basket. He's got to get all the way to the room and blake did hit one really difficult. Layup on lopez lopez stopped him and other time in the overtime blake is. He was three of six from downtown in this game but he also he's just not going to be like that volume of a guy like blake griffin is just not i mean he. He came to brooklyn to play a role. And and i mean i think honestly given how limited harden and was i thought they actually could've maybe just tried to use blake griffin as a playmaker a little bit more than they did But blake is just not gonna bomb. Three so yeah. I thought that that worked reasonably well For milwaukee obviously that would shift around when they had different guys in the game and stuff But i thought that was an interesting. I mean and also like steve nasa decision to start brown to be with bruce brown who was barely playing for a couple of games. All of a sudden plays fifty two minutes in this one. I think part of that might have been jeff. Green was kinda hobbling around out there. I think maybe his planner fasciitis must have acted up a little bit too. But i they also correctly realize that in game six with jeff green replacing bruce brown they just didn't have enough defense on the floor and that jeff green trying to guard jaanus didn't really work and that jeff has makes a lot of mistakes and he's not he's not a solid as a defender as he looks and they were getting killed by. Khris middleton like there joe harris. I'm chris middleton. Chris middleton with thirty eight points cooked. Like are we gotta get bruce brown in here. And we'll just deal with the defense limitation and bruce brown. That was awesome. I thought he. I thought he did. Some really nice work on middleton and he played great defense middleton held them to to eleven and the first first half and Four offense of rebounds minutes on the hustle plays the also. He was one of the key plays. We'll talk about at the end to four team. Offense of rebound i mean he also he also. There were a lot of confusion because they kept on showing the replay from a different angle. But there was this play where. Chris middleton got the ball and transition. It was like how did you kick the ball. No bruce brown hit it out of his hands. It just it was hard. It was hard to see. And that's the one that led to the hardened the heart and pass durant pack on its and committed a ludicrous fell on the on the dunk for an end. One and like so he was around. He was comp- and so that's not that's not an offensive. Rebound that is. It is a steel and i thought it browns energy was incredibly important and we wondered about the role players in the series. Who would step up. And i thought brown did a much better job than anticipated blake griffin not overall. Did a better job than i anticipated as well and then green had his moment in that unbelievable game five and then the other guys kind of came and went. It'd be nick. Claxton played one second in this game. And that was. He defended through holiday on the on the last inbound regulation he was the which was a decision by steve nash. To put him in and just be tall because he's as tall as they can really be unless the dust off entree. Yeah i thought. I thought maybe they would actually consider that but neglects and kind of fulfills the same thing I mean other a theme in this. We talked about the minutes but It ended up a changing a little bit when contemplate more with tucker getting in foul trouble down the end but there is a point and actually i think was the key so bench players total in this overtime game. Both benches combined played a total of forty nine minutes in fifty. Three minute game. What it's not only that. It's that the bench players combined to take five shots from the field all five shots back on. Its none of the nets none of the nets bench players or bryan forbes for the for the bucks even attempted a shot from the field in this one continent was Was three or five. He was giving me. That's obviously the bucks. Three point shooting just being good kept them in it. I thought in the in the first when they really were playing extremely poorly and so to finish up forty two percent from three and the nets just the ultimately to really good shooters harden and harris. Just were a combined. Five out of twenty one from downtown. I mean that. Just that was just i eventually. I thought too much to overcome. But when you think about the minutes here like was it. Was it the right decision katie. There's no one else for him right but like all these other guys the right decision to not play these guys more. I don't think it was. I think that you can pick your spots and do a little bit. Probably some of that. Oh it's a limited issued out there but it's so interesting because at many other times criticized boondoggles for you know not record for for kind of drawing the lines in the wrong place for giving his guys to address to make sure refresh and with nash. I mean yeah. Jeff greene might have been limited but the end of this game and part of what. What are the key key dynamics and it was how gassed all these guys looked late. And you didn't know the game was going to go to overtime. Necessarily and i'm not saying like oh play hardin or bruce brown necessarily like five minutes last but like three gives them a real give them one other additional time off. I think that would have made a difference in this. Became just the ultimate stars and players series the end. Your seemed like mike budenholzer just ended up having to having to just match what the nets were doing because it kind of just like game theory and from a coaching incentives strategy right. It's while they're playing their stars the whole time so if we take our stars out and they go on and run during that time it's my fault right like and so that's why the bucks responded with this and i did think though that jaanus and but did a good job even though he played fifty minutes they did a good job of just like finding loule pockets to get him even like one minute before. Tv time the broadcast did a great job of showing like the level of exhaustion that he was reaching at times and so they managed to manage that and then the other thing that the bucks added jaanus and middleton and holiday you know none of them really like had going necessarily but they could at least alternate between the three of those guys initiating often so they could get a little bit of a break whereas k. d. You know just any to any position that he didn't initiate in the second half and overtime was just a disaster. And so that was that was obviously a really difficult for him But yeah..

Chris middleton Khris middleton chris middleton fifty minutes Jeff greene Three minute middleton fifty eleven steve nash blake griffin first Three point lopez jeff green steve nasa five shots three Five five
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

05:22 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"That late stage companies are making to their assault plans in play stock option plans and i think this is primarily for People joining later stage companies but there are quite a few like wealth simple for example but take the biggest round in came fundraising history so there are a lot of them. And i think it's important because not a lot of people including myself really know the ins and outs of what's better for you. What's worse the the main idea that he outlines here is that they're switching to one year grants because they can repay the price of evaluation. And what's happening in private markets for example these late stage companies like coin base in Airbnb we've talked about. At length are inflating their values so much when they go into markets that people who got a four year option plan three years ago are making so much money on those. Ipo's and this is the way. I understand it anyway that it's almost unfair to some people more senior to them that may be joined like a year after because their return is ten times so i don't know if you have any advice for people. I think the main audience that i want to kind of inform people were thinking about joining a a later stage of growth stage company in what they should be looking for in compensation when they're taking equity man we need to do. We actually have to do an episode. Just purely on con- structure for people getting involved in private companies that are paying you in equity. Because it's so important. I think that anybody who is considering getting a job at a company that is going to pay them. Inequity needs to talk to him. Adviser that understands the structure because the biggest mistake you're gonna make is i mean in some cases taking too much comp in in the form of equity and then not taking enough salary and there's just so many breakdowns where you might not know where to hold it how to did registered especially in canada how to pick a company to work for and i mean..

one year canada four year Airbnb three years ago ten times Ipo a year
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

05:40 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"Markets trade. They trade pain points wherever everything hurts. The most where you can create liquid like recreate pain so right now i can see where. That's going to be trait durability your trading at new economy on like a third layer. That's where they're talking about internet three point. Now you have this new layer of people purchasing cloud services the the chain right. That's literally what people are doing if you want to build an app on a theory you need to transact enough theorem in that has significant staying power and does it certainly anchors price. But i mean we've seen in everything really can get wiped out in economies. That are three times the size of a theorem right. I mean you've seen oil prices go negative. You think your am can't go down good point. Let's be honest here so and there's way more utility oil than for its rim right now. So don't get too cocky at your three thousand eight. You're humble pie because eventually the market will make you eat. It might not be for five years but it will happen. It always happens is certainly i have is that there will be paying. There's always well. I appreciate your level head in. So i come to you for these questions but speaking of hype cycle. I know you listen to podcasts. Last week about lumber prices which are hot topic in canada. Can you tell me a little bit about that. Came in how crazy lumber prices. Though we're talking i mean it's up more than number but there's no one not being able to build their home because of this. The amount of memes. About like baggies of i mean they're hilarious. They're so funny. My my dad's group of buddies here insure park. That's always share. Is lumber means. it's so funny. I mean so i listen to this podcast Odd lots podcast and on the big. We'll call it a finance great. That is kind of my thing. And he talks to this. It talks to this futures trader who is An expert in the field and so the Called odd lots while the price of lumber source day after day and it was such an interesting insight into the business of lumber and it's cool because northwest north. America are basically. Bcl berta is the biggest lumber market in the north america. And that's where all of the united states gets their lumber from so we have all these mills we have all these producers that are in our own backyard that are causing this crazy uproar across north america..

north america five years canada Last week three thousand America three times third layer eight Odd lots united states three point northwest north
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

05:03 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"Where's the utility here. And at some point if this is going to be a token or a a railway for commerce which is what. We're arguing for here by saying that people are going to perform new services on top of this new chain. If that's the case there should be simple. Algebra shows that the value is a is equal to the amount of transactions being done by people performing commerce buying and selling products. And right now that is not represented by the amount of transaction utility transactions being done in the space so when i look at the price to me a lot of this is because of speculation. There isn't a ton of value being created. I mean there is value being created. Don't get me wrong. However it just isn't represented by thirty three hundred dollars price. It doesn't make a lot of sense to me at the moment. But i mean this could go on forever right. I mean well. I shouldn't say forever but it can go on for way longer than i'm willing to to stick around for likely so yeah i did notice. Some tech. Investors actually saying that they were taking some profits at the hype cycle. But i'm curious that are abroad. I don't have enough information at. the outset. Thinks that there is a lot of value being established actually a lot of transactions being performed on the platform. But don't have enough concrete numbers to really backup that argument. I'm curious to get your take on more of a general approach to timing like when you see your traditional hype cycle. What are you thinking like once once you see the pumps in the twitter warriors at work spreading their gossip that to later. Oh it's your take on it super hard because i. I should preface in saying that i sold. I sold some bitcoin in two thousand eighteen at ten thousand and watch to go to eighteen of sold bitcoin. At thirty four thousand. I sold it at forty five thousand and it's gone to sixty five so like my timing is imperfect and god knows that this is impossible to predict. However you're never gonna be mad selling after being up fifteen hundred percent on a stupid coin so from a timing point of view. I've always been somebody who sells into anything being promoted by pomp. So i mean if ilan must mentioned doj coin on snl might be a good time to take some profits. If you'll see a theory that runs up three hundred percent in a very short period of time. I mean who knows it could go up another hundred. However it's likely it needs to digest and even.

two thousand ten thousand three hundred percent thirty three hundred dollars thirty four thousand forty five thousand sixty five hundred twitter eighteen fifteen hundred percent bitcoin
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

03:24 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"Then you have the theorem stack which is completely different from that and the benefits of the therion stack and this is coming from people that are definitely much more educated on this than me in the building in this area. Their argument is that the theory layers substantially more secure from hackers blockchain itself ensures that the data stored in the cannot be changed. So you can trust in that. It's not being stolen and or changed at any point. And i think that this probably lends itself to some really interesting businesses that require trust so i was reading this long twitter thread and i took a bunch of experts from it and put it in our notes and were they feel as though this is really gonna largely benefit certain industries are in credit cards banks insurance property titles car titles lawyers and i couldn't agree more where. Aws makes more sense for netflix. As someone who's producing content disney even using these data centers even youtube. For instance a lot of those matters because that's where the distribution but if you own your distribution in you don't wanna give it to somebody else and you wanna use a decentralized system so you have people that are providing proof state for work on the theory of chain so they are your data center people's computers your dad center other people's computers providing all the infrastructure for you if you're a lawyer that owns distribution well and not only that you have very sensitive information. You have all of these different things that need to be encrypted while i think that the theorem layer makes a ton of sense to be an additional option if you want to move away from centralized system to something that's decentralized and the six things that i mentioned in this is not necessarily me i think it just makes sense of businesses that rely on trust more than any are those six things like the lawyers your property titles insurance banks credit cards. That is reliant on trust if that is the basis of your service. You probably should be looking at something. That's a little bit more secure. Yeah i think the analogy gave in a previous episode. The theme in blockchain. Maybe could look that be looked at as the mobile device win. Iphone became popular and while it was a new frontier. Didn't mean that web was going away. People still use computers but a curious to get your take on this hype cycle and pricing. And how you would rebuttal somebody that saying you know. What are you even buying when you speculate in by ether is that even attached to this entire underlying network of value. Yes so i mean this is such a i mean. Now we're into the weeds of when to buy when to sell and whatnot and for the record indefinitely selling a theory into this ridiculous run-up. But when i think about this economy itself i like to think of it as a theorem is valuable so long as a certain amount of commerce being performed on the the actual chain itself. So if there's when you think about the us dollar the us dollar value was derived. Gdp gdp is basically the amount of congress performed with that that currency. So when i look at it theory if there is not a ton of ballroom being produced outside of people speculating in trading. What's the underlying economic value..

netflix youtube Iphone twitter six things congress ballroom disney
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

05:59 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"You're ignoring the performance of his. Since nineteen sixty. So i saw so many tweets of people being like to this guy. He's underperformed the nasdaq. Since away. And i decided to go and look back since two thousand and the absolute return a berkshire as verse the triple cues in spy so triple cube. Being the nasdaq berkshire hathaway's up. Eight hundred fourteen percent since two thousand despise up to twelve and i think the queues are pretty close to thirty four. So i mean you can dunk on him all you want. But he's murdering everybody over a long period of time so he deserves the respect that a lot of older people give him all right well for nor the reason other than i knew we were gonna talk about berkshire. I wanted to get your thoughts on this article. That pack you put on not barring. I know you've got the whole thing. So maybe we'll touch on at a high level but it's super long. I only got hooked in because the quote statistically it is third generation. They marked the end of a family. Fortune in american study apparently came out that said ninety percent of wealth evaporates by that third generation and this totta company in india is four generations deep in two hundred and fifty years after its founding. It's still not only standing essential so this tiger. But i had no idea what this is about again. The only reason. I ask you about this. Because i know you've put in some research around this. Like reliance company and their subsidiary geo in facebook investment in jio in you're really interested in india emerging markets. So the question. I have around that is first of all. How would people think about versus berkshire. That's effectively conglomerate. That's publicly traded. But more importantly this super app idea. I think people can relate to it like why do we not have a super in india. There's super apps that where you can do every in china there's a super wiser no super in can't get so. This is just my opinion. An i have no idea if this is right but i think that the reason why super apps are exist in third world countries more emerging economies is largely the result of timing technology adoption. So we industrialized when there was no such thing as apps. There's no such thing as the internet. So our monetary systems based in technology. Which means that. It's very much reliant on banks there's a heavy correlation between when you industrialized and when when technology to cooled right so you look at asia or china and india more specifically and you see that there's this emergence of super apps right you have we chat in china and alibaba and then you have so. We chats owned by ten but alibaba has a massive bank in ant financial. That does a ton of the commerce then have reliance in in reliance is trying their very best to create one and then you also have tasha so you have this super.

ninety percent facebook alibaba india china asia Eight hundred fourteen percent third generation berkshire two thousand four generations thirty four american one nineteen sixty twelve first third world hundred and two
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

04:33 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"Grain of salt but also assume that he's right because in arguably as one of the smartest investors and he is the greatest investor of all time just from owning company perspective. Maybe you could make arguments that zuckerberg's better. Because he's wealthier bazo says but what i thought was the most important to consider for all young. Investors was put up two different contrast sides where he had twenty largest companies by market cap in nineteen eighty nine and then the twenty largest companies by market cap by march thirty. First twenty twenty one. And you'd probably guess this now but of the top. Twenty companies in nineteen eighty nine zero of them are in the top twenty today and basically his his takeaway from looking at these two slides. Is that it for the last thirty years. Stocks have been great generally but not individually. So if you're going to be a passive investor somebody who doesn't pay attention much. you need to own index. You can't be buying these individual growth names because it's a shot in the dark. It's a needle in a haystack. When you were buying fast growth tech in nineteen ninety seven in two thousand and you were just individually picking search companies. You're just individually picking online marketplaces or you're just individually picking internet providers. You were going to miss eighty percent of the time which would then give this underperformance of the market so what. I want one people to assume that if you're going to be an investor owned the broader market because it's going to perform particularly well but then when he starts to dive into these individual stocks that they own they are obviously heavy investors in apple six percent of the float. I mean it's contributed one hundred billion to their market cap in terms of growth in their performance. You have their willingness to concede. They've missed a few of these software businesses. That at least in hindsight seen no brainers you. How do you not by google. I can't figure out how they don't go..

apple Twenty companies one hundred billion six percent march thirty google eighty percent nineteen ninety seven nineteen eighty nine zuckerberg two thousand two slides twenty largest companies today one First twenty two different contrast sides one people top twenty last thirty years
"brk " Discussed on Reformed Millennials - Growth Investing Canada

Reformed Millennials - Growth Investing Canada

05:25 min | 1 year ago

"brk " Discussed on Reformed Millennials - Growth Investing Canada

"There's a bunch of companies reporting over the last week berkshires meeting. Can you give us will update. On what millennials should be paying attention to. Yes we're recording. Tuesday morning and sadly my prep for this was yesterday and my intention was to actually talk about the new. You know what. I wouldn't even say i'd say that this is something that we've talked about for. I would say three months. Now is the rotation value from growth. And what does growth look like. Well think of mean stocks and then everything that your grandpa owns is value or your dad and that that new rotation has been slowly occurring especially starting probably december twenty twenty and for a good portion of even from december through to the end of january value. Just did fantastically what represents value to me. I always think. Cnn rail premiums are casting retweet. No reits are up like fourteen percent this year. They're they've doubled. The s p five hundred. It's been fantastic so all the old economy businesses have really done well this year. They have an underlying cash-flow amazing but we had kind of rotation back out of it. So you'd see the best representation of growth would be arc air k. Kathy woods fund where it kinda Rallied quite hard through february march in a little bit april. Now today is d day. It feels like like we. We got if you start looking at the charts of peleton doc beyond meat and then more specifically are which owns a lot of these businesses and you now have this crazy inverse head and shoulders you've got are breaking through the two hundred day you have beyond me which is ugliest can be on the tailwinds of some really bad news regarding tyson foods coming into the industry and i mean just to give an investor perspective here. You have tyson foods which has been around forever. They decided that they're going to get into the artificial meat game. They trade at one times revenue. Guess what beyond me trades it already. Basically so you have base infinity times revenue and then you have one times revenue. Tyson foods sells a ton of beyond me and its market cats. Only three x. So if you're an investor and you see this arbitrage i do not own tyson foods even if you think beyond meat and like this industry itself is gonna do really well. How do you not speak okay. Well i'm gonna play that in tyson. It's just way better value. So you're starting to see this number of different industries peleton falling apart right now. So it's something you got really take. Heed of. this is something that i been looking at for a while. So keep an eye there but this whole in may it's definitely turning into a rotating may and go away so you go you sell your growth. You buy your value. You get paid to wait and you let the market journal summer. This is what i mean. There's a reason why it's saying so it'll be interesting to see how this goes like one of the best place for a lot of investors is likely just going to be. You don't have to pay any tax on some berkshire and rob to the races. And it's probably no coincidence that the berkshire hathaway meeting always happens. At the end of april. I mean right before cell may starts and it was a pretty exciting meeting for me. At least i thought it was because arguably i'd say that berkshire is north america's most powerful conglomerate. You have warren buffett. Who is i mean in. Almost any circle considered a god..

yesterday Tuesday morning fourteen percent last week february march december north america three months today this year five hundred april Tyson december twenty twenty berkshire one times end of january warren buffett end of april tyson foods