10 Burst results for "Michael Moebius"

"michael moebius" Discussed on The Weekly Planet

The Weekly Planet

06:50 min | 5 months ago

"michael moebius" Discussed on The Weekly Planet

"Speaking to put on ally. but anyway. that's what i'm saying. Brandy just put more brain. Just he's just wearing a tee shirt lip nascar on these an. And now he's he's he's he's wielding. Carr's got one leggings aston martin whatever. The new one is coveted. Brad's so the reason. We can't down to not being delayed which is new segment venom to has been moved from september twenty fourth. Yeah not that long. Those social fifteenth. Which is its way. Because that's not enough to like be clear of the pandemic necessarily let's run. I don't know what this is. Why i don't know why they why this move. Moving particular brand deals bay. It's going to go up against halloween. I think maybe yeah so he ought to make and also you might have heard this week that apparently they're also gonna push back Spiderman i don't i don't know it's not a good sign but done depends on vaccinations like as i shouted at everybody in that video showed us but michael moebius the movies coming out still do you remember. Finally filmed yeah. It's it's been done. Think it's supposed to be like last. June somebody that every time which is a bad song for the movie i think i think so and i. I've never had an answer so not a good sign but apparently vietnamese. Ns oh my god. Yeah so they Kind two great tastes vodka and chicken nuggets like maude crooked which is which todd chicken nuggets. Anyway variety is the spice of really vodka chicken nuggets. That's right and that was speaking to producer. Brad winterbotham is over and marvel. He says marvel studios has multiple. Animated series is zero in various phases of development for disney plus alongside the second season. Of what if what does any of that. Local like donna. Right question so bring spiderman and his amazing friends. He's not if he's found that amazing comparatively gentleman. You know. i think the most amazing i mean. They were superpower friends in that. Yeah but it's not called spider-man's amazing nights and spiderman jonah. Means you bet she'll side is the laid anyway so that's good. I guess we are currently doing what if Weekly episodes i one for agent. Carter becomes captain catta when i last week. Callings doesn't amazing in. We're going to be doing those until one to offer eight episodes sale. We but i tell you what that first one was not. She'll was fine we're For big sandwich. Dot co. yeah from the big sandwich. classic club. Perfect timing we covered. We talked about the what if comic books. Yeah some of fives and you know again again. Hal how they sort of generally turn out you know they they kind of a mixed bag but then we did also talk about i a classic. What if comic book seventies which is really something it really is something bed. It's i don't even think so. It's like hubris the comic book. It's crazy here really is anyway. Check it out if you subscribe to over there. Big sandwich dot car. He's something signed with the water. You know they are a nice. What if they were nice. Well they look first. Episode certainly looked right. Did i thought you made the comex all but you also look good I think it's challen- this week. So we'll get that one murder not. Oh yeah some leaked concept. Oughtn't mason allegedly not think it's it okay thinks or is it is an onset photo. What is it or is it a screen cap. The mafia that. I look to the summer blurry that but it's doing if if it is true. They do raggedy man or not. People are. People are upset boy. I don't know if i would say it's maybe not the raggedy but it's sort of more the kind of egyptian nine of like you tried like you of mystical suit. Yes so yes so. People people are mad. I think for. I mean 'cause white sports because people always mad all the time on the internet but i think part of the reason is because you know in in the more traditionally he's costume is white. Yeah and and you know. As as we've seen in the sort of mores most of the high for the moon knight series has come from like the comic books of the last. Ten years probably. Yeah and in. That is doing a john wick. Yeah he's doing a john and there's a sort of a classic line in there where someone ask why he's costumes white and he's like quiz. I want people to see me coming soon. People kind of Looking for that. But i mean the i mean this could be because we don't know the context abuse really say one picture which looks like it's a screen cap or something This could be a camera test for one costume. And they've tried twenty. Could have multiple costumes have multiple costumes in the show because he does in the in the comic book like. He's got a traditional superior one he's got like a special forces looking one. She's got a suit and tie. Yeah yeah so it could be that it could look more white in real life. This is just a bad time just like white mosque on yet. Yeah let's go ahead You know it could be. Yeah like i said it could be camera tests. Tried twenty in the air or it could be you know. Just there's a reason most superhero costumes on white. 'cause it's really difficult to photograph them and keep them clean. Yeah so i mean this this and you know. I think it's bad guys would still definitely say this coming. Yeah i sense an ice kind of moon rock gray. Which i think is nice. It's a question for you though. Yes you're just going to answer do you like it. I like it okay. Well my first thought was not arts. No white So fair and operating it do the moon's hot wishing that apple show about whether on the moon or whatever and some of someone accidentally goes to goes out on the moon and old too hot to go on there. I thought it was called. But it's like blistering hot. Does a big watch rock. That's just absorbing the sun. So you know. I never thought about until i saw no now. That seems wrong if they made a mistake. You historically accurate. It'd scientifically grounded show. Let's make fun of on my sin. Okay let's do it. Yeah yeah. I thought the show was fine. By the way when it came out the but the fighting one character in particular i was very lacklustre and now we know why all this inside scoop is what's happening. Do you like hot goes. Yes and you're gonna love this. This is like my hot as the moon. You'll start this expression.

nuggets michael moebius todd chicken Brad winterbotham catta Dot co classic club aston martin marvel studios Brandy Carr maude Brad john wick jonah donna Hal disney Carter white mosque
"michael moebius" Discussed on Whores Talk Horror

Whores Talk Horror

03:56 min | 1 year ago

"michael moebius" Discussed on Whores Talk Horror

"And i the only problem i had with this is in the beginning. She was too nice to the creepy guy and he was like no like you cannot be too nice if you're a woman who is traveling alone or or whatever just if a fucking guy comes up to you and he's being like to or to whatever like get the fuck outta their trust. Your instincts yes. Trust your fucking gut. Yeah and if there's anyone listening who's like oh my god sharon. Why didn't you say that. That's a spoiler. No sharon knows me. Because she knows that i would normally start watching it and go you dumb ass and go to shut off the movie so that was smart of you to tell me because now i know i'll keep watching it and it's not really a spoiler because it takes place in the very beginning of the movie so i mean all right. I'm going to give it a shot. I think it's really good. I actually. That's a movie that i would like to rewatch now. I know what happens. I could relax a lot more watching it but yes. It is very stress inducing. This movie hunted. It says january fourteenth which is a before this episode is actually airing so You know theoretically you all can watch it somewhere. Maybe hopefully stream at this point theoretically some of you may have already wants it already. I'm sure i'll watch it on january fourteenth as well so time travel is crazy. You guys all right. Our next movie we discussed last year was one of the top movies that i was looking forward to. The new expected release date is february nineteenth. The movie is antlers. Which is produced by guillermo del toro and directed by scott cooper. Who is the director of crazy heart and black mass in an isolated oregon town a middle school teacher in her. Sheriff brother become embroiled in her. Enigmatic trouble with this word. I to become embroiled with her. Enigmatic student who has dark secrets lead to terrifying encounters with the legendary ancestoral creature. Who came before them. It stars keri russell and jesse plemmons. Who's in breaking bad and fargo season. Two of the film is based on the short story. The quiet boy. Written by nick and tosca which can be read on the website guerin ika or at least last year. That's that's where. I read it. And i really enjoyed it and am excited to see how they're going to adapt the film from the story so we will have a list or we'll have a list. We will have the link to the short story in our episode description. Along with the arrest of our references. So if you want to read that you can. I do wanna read that. Because i don't think. I read that last year and yeah i. I was like wait. Wasn't that supposed to come out already. Lot this episode but yeah. I'm not seen black mass. But i think. I said this before i frigging loved crazy. Heart so between that and the cast. I'm yes please. I'm in keri russell's a bad ass to That's my endorsements right so next hub. I'm sorry i'm not gonna lie. When i i read this this movie description i i had to laugh a bit. We're next we are going to talk about the movie. more bs. expected release date is march nineteenth. More bs tells the story of biochemist. Michael moebius who is naturally played by. Jared leo isn't it. Leto lido orlando. I've heard lido. I think maybe. I've heard both but i just always say lido..

keri russell Michael moebius february nineteenth scott cooper jesse plemmons march nineteenth Jared leo january fourteenth nick last year tosca Two both lido guillermo del toro Leto lido orlando oregon one of the top movies film sharon
"michael moebius" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

08:33 min | 1 year ago

"michael moebius" Discussed on Bloomberg Radio New York

"Johns Hopkins University, says the nation is at a dangerous point. In the latest coronavirus search on Fox News Sunday. Doctor Tom Inglesby says hospitals have never been under his much pressure as they are now. He urges Americans not to travel for Thanksgiving. Despite CDC recommendations, many people are traveling ahead of the holiday. The T S. A says it's screened over a million people at the nation's airports on Friday, making it the second busiest day since the Corona virus outbreak hit. On Thursday, the CDC warned against Thanksgiving air travel The man leading the effort to find a Corona virus vaccine says he's hopeful the vaccination process will begin quickly. Once the vaccine is approved on ABC s this week, Doctor Moncef slowly says he hopes that happens within 48 hours of health officials giving their blessing. That's the latest on Cameron Fairchild. I'm very results. You're listening to masters and business on Bloomberg Radio. My extra special guest this week is Dennis Lynch. He is the head of Counterpoint Global at Morgan Stanley Investment Management. They run about $130 billion in that division. Let's talk a little bit about how you construct portfolios and what they look like. And one of the first questions I have to ask. Is you have fairly concentrated. Portfolios. How do you know what's too concentrated? How do you figure out how to size various positions? Sure, I will. Look, I think there are only so many great ideas globally, right? And so I think And as I mentioned, you know, we're opportunity said Driven. So you write today We're fairly concentrated in relation to what you might expect. Generally within the mutual fund industry, um But right now or at least in the last few years, we've thought there were just a unique group of companies that warranted taking a larger position and maybe slightly more concentration. Given our conviction in their competitive vantage and the opportunities they have front of them. I also think that it's bad to be dogmatic, and you can have another environment or an opportunity that where you want to know him. The more names that were more names make the cut and that might affect the waiting that you are gonna allocate the all the names that you currently already owners wanna continue tone so We generally though, are going to be more active and different than the market fired Noah and I think a big part of our culture is a willingness to be different. You know, You don't want to just be a contrarian in life, I think, Jeff Days of said, you know, being a contrarian is usually wrong, but when you know, but the big ideas in the big kind of gains and life occur when you are willing to be a little bit outside away from the crowd or Against the crowd, and you have to have that in your Dnepr, but in terms of our general thought around sizing. Generally when we have a core position we think really fits all of our criteria. You know, it's usually going to be a tune after 3.5% of the portfolio type of allocation of costs initially Um, occasionally will have ideas that are a little more speculative but have maybe some binary components them things like biotech. My fit there or there's some limitation but upside significant. At first, I wanted to make a small allocation. In that case, what we're on things that even in the smallest smells like a 50 basis point increments because you know what I would call that It's you know, betting small to win big where you're not risking much, but it is still It's kind of work that in the context of the overall portfolio because the upside is so great and No, I think more broadly away from even the funds we manage like Yeah, Somebody might put Bitcoin into that category. You know, as a personal investment, you know, amount that you were willing to start. Take a risk that this was going to zero, but you're opening up your overall portability to some big upside potential. 80 and potential that can help. You know, at a time of crisis, you know something that's anti fragile, or that could benefit from disorder while the rest of your portfolio is going down is always appealing, so the bottom line is We have our court position size I mentioned we think a little bit about speculative value and speculation on buying area outcomes and manage that risk by with sizing the port those ideas properly. I think there really aren't any bad ideas. In life. I mean, obviously, you could probably right. You should probably come up with a really bad idea. But just It's really about sizing. You know, if you bet me that one penny out of a dollar, you know, you really could only you really haven't lost much if you live so It's really about sizing that you know, and sizing is a function of our conviction and quality idea. Right. And and obviously any time you have an opportunity for really asymmetrical risk reward bed. You could do that with 1%. Yes, it really you mentioned you and perky personality, right? Some people might think 1% too much or not enough. For us, at least that for our farms, that's that's usually more of a 50 cents out of a dollar 50 basis points. Gotcha. So so you mentioned Jeff Bezos and amazon dot com, But I'm curious about your process. What was the pre 2020? Approach that led you to these companies is that growth is it is a growth of reasonable price. Is it the unique winner? Take all companies with a moat around their business? What? What's the thinking that lead you here? I mean, those are some actually good, good, good stabs at it. I think our ideas tend to emerge from all the all the activities of the people on the team. We've been lucky to have people on the team for You know, I think I think we've had very little turnover over the last 16 years. So we're proud of that, and part of the benefit of them. Being in one place for a long period of time is they developed really stable. Contact networks within industry companies, corporate world, the investment world chattering, so we always have ideas. They tend to emerge from our research and our daily activities. You're right where There are certain things. We're looking for five from screening for high growth rates or something of that nature. It's more certain characteristics jump out at us like inside ownership, like a lot of these cases that you just mentioned or at least many of them. You have. You know, the founder or the person in charge has a large equity stake a lot of skin in the game, So that's always really interesting. That's when you have somebody who's Not just, you know, in the CEO and managing a business but really someone who acts like an owner. Similarly for us. You know, our team has a lot of ownership of our products I mentioned, you know, we have a large large number of products across the platform. I've personally had money and every one of them. I don't think you should start a product unless you think it could succeed, very willing to put direct investment in In addition, I think what's great is Morgan Stanley through deferred compensation program? Forces you whether you like it or not, or to put at least 25% of your deferred pay into the products you manage. Our team tends to put over 90% so for me You know, we're putting our skin in the game every day in the products were managing for our clients get counterpoint global, and we're looking for companies that do the same thing that air owner operators, not just people that are caretakers of something that's already been built and not not to disparage some of those situations, But I think Maura. Interesting component is trying to find that identify cultures that act like owners like we do. And I think that that's really appealing. And when you can combine that with high growth potential and big, you know, addressable markets. Obviously, that's even more appealing. Let's talk about Someone you brought in recently to be the head of conciliatory search at counterpoint. Global Michael Moebius on How significant is that role on have closely do you work with him? Look, we've known Michael for a long time. He's In fact, when I was a business school, I was exposed some of his great content and great, you know, thinking, Um, uh at Columbia. And you know, we've always respected a lot of what he has to offer. And you know, In fact, when he was on the south side, he would he would kind of guest star on our team meetings..

CDC Michael Moebius Johns Hopkins University Doctor Tom Inglesby Cameron Fairchild Counterpoint Global Doctor Moncef Jeff Bezos ABC Dennis Lynch Bloomberg Radio Jeff Days Morgan Stanley Investment Mana Noah Morgan Stanley Dnepr Columbia CEO
"michael moebius" Discussed on Radioactive Spider-Pod

Radioactive Spider-Pod

07:37 min | 1 year ago

"michael moebius" Discussed on Radioactive Spider-Pod

"Over in Queens, the Watson, the Parkers or having a nice brunch with a side of bombshell nays selling the house checking up with and Watson just like Vero called a couple of episodes ago however may shake into your core when she sees the headline in the paper detailing the reemergence of that old crow which peaks peters interest. This is another example of off may trying to tell Peter about her and Anna's relationship and. Peter just like immediately thinking about himself you don't want us to be lonely now to you. Of course, not it's just this is where I grew up with uncle. Ben. After my parents died, I should say you're half right bureau you said that one of the lead move in with the other and then give the money of selling the house to the kids But here they're going to do that at not give them. He'll just be investigated aged tico in Brussels sprouts marital. AIDS. Every all that sort of good stuff. Wait a second Merrill. AIDS hey what. I'd just checking. I'm glad that Anna Watson sticking with their strategy being a colossal bitch, but it does raise a good point that peters objection here doesn't really make any goddamn sense i. know it's just a way to remind the audience about his living situation and the parents are missing stuff but like you could have spun it as are you sure you're okay leaving all these memories like him saying that just doesn't doesn't resonate at all with me. Now I agree when my parents sold their house like you know, I'm sad to see it go. But like it was more them, that was attached to the house. Are you GONNA be okay leaving Any here's complaining to Mary Jane about this whole situation as usual in says. Kim Thinking about himself and I am Peter's wife now that doesn't mean I have to like him. He's GonNa. Be More quiet and is just like no shut up. I'm Peter's wife now finally stop it. Stop IT GET SOME HELP This crash right and aunt may is in the other room should dropped a tray or some shit and. Peter comes in and he's like suspicious instantly I've seen on my upset never agitated vis. Those are sinning. Argue that if you were to rank them by strongest of emotion, upset is worse than agitated like. That was that even mean like she's upset but never agitated the chew. So flustered, she's nearly trebled like what the hell are you talking about some writing reading the source? Well. It's obvious with the fucking names and. All the. Thing. Free Shadow to rhyme the zone dot. com, and the source. So see for me though I thought that. May finally became lucid and read the date on the newspaper and realized she missed the last thirty years of life because she was driving. Because with Anna there now clear sober relationship. Well, they go on the show like upset in the May show the newspaper I'm like what the? Nineteen ninety-seven. The future is now. I haven't made any investments and technology. But, of course, the parkers aren't the only ones to see the news. Big Willie Fisk seems to have some hidden knowledge about this mysterious scientists and the secrets he might be holding. He landed decide they'll need to free the chameleon from shield, HQ, in order to acquire Dr Karadzic and so planned to wage war by reforming the insidious six. Chameleon. Rhino DOC shocker in the Scorpion with new edition. The Vulture Landon. Here's talking to kingpin and he actually does in refers to him as kingpin Mike. Aren't you guys like hanging out all the time is there no familiarity this point like hey willy? Hundred agree with what you're doing here. Bob Boy Really. Mr Fisk or just like Wilson what are you doing? You saw I. Mean he chose the name so I guess he's probably into it. I think the only person who called him wills like Wilson was probably Vanessa, and now it's like awkward. Yeah that could be true. He he says London I am puzzled. This scientists holds the key to one of the greatest powers mankind you mean, yes all the Lebanon herbs and spices. That's the whole arc of his bucking series. Now, headshot they used for God's sake, is pretty funny to me. Now that you've zoomed in on it and get a full blown full screen shot, he's got these kind of puppy dog eyes and the ways looking at the camera connor reminds me of like Oh me. I'm a bad boy who came up with a doomsday device like it looks like Michael Moebius if you took a shower? No, it was like mark. Amorebieta, thirty years later. I. Guess. So like as his father, did we just figure it out? Perhaps. So the said these half to break into the prison to get the chameleon like in the break into shield to get kneeling this chameleon knows more about this stuff which makes sense because it does tie into the Chameleon dickey fisk talking way back in the Daredevil, arc? And that whole treason. fucking. Trees are countries right before the helicopter closed. You're right. My father the kingpin will be pleased. We've saved him from Federal Prosecution how ironic that pocket should be branded a traitor especially after what you've told us about his parents, my favorite part about this whole scene though is just this. From King. Unfortunate that the comedian is now incapacitated the most impregnable fortress at the buildings nothing he's impregnable to the kingpin. Vanessa had her tubes tied still but. I have bastards from shaking hands with the kingpin gets it on, and then the best part is landings is responses you must be joking. King probably never you. To Be Fair Shield headquarters isn't impregnable because they already broke in. So that's a good point. What is this? What is this continuity like? Speaking of clack of continuity kingpin says he needs these six forgotten warriors. One of them just worked for his enemy. Yeah he says that. Like why would the Scorpion agree to work for kingpins? Does he says they were forgotten by the world driven underground. He was literally working for silver main in the kingpin, ripped off his tail and threw him a city block king. Out of that courtyard, he's like Sia I wrote Kim. Yeah. Kingpins talking he's going through his computer and there's all this footage of the sinister Asari insidious six. Get that fucking footage. Triple J communications go pro was he shooting documentary? They talk about the stereo like they don't say died or anything because you know it's a kid show instead they just got to say like a.

Anna Watson Peter Willie Fisk Kim Thinking Vanessa King Brussels AIDS Vero Queens Lebanon Merrill Mary Jane Fair Shield Bob Boy Dr Karadzic Wilson willy Michael Moebius
"michael moebius" Discussed on Radioactive Spider-Pod

Radioactive Spider-Pod

09:23 min | 1 year ago

"michael moebius" Discussed on Radioactive Spider-Pod

"Ninety Spiderman cartoon and asks, WHO's the Honky Tonk on this cartoon for children. That's right and celebration. Of episode Fifty we're doing a bonus episode spiderman the animated series hunk bracket to determine the biggest hunk from the series. Hunk of what the hung speeder at what what part of Funk, don't you understand. I guess is the H. I don't. HONGTA burn. Love. That's right. So what's happened here is that I've constructed a thirty two hunk bracket and we'll be doing a majority vote to determine a winner and that will separate the hunk from the junk as it were. I should note that I couldn't find room for every single dude on the show. So my basic criteria was They had to be an adult have at least one shot in which they're pythons were being blasted and being named character, and in terms of the characters themselves, we're talking about the sexiest version of that character. So whatever whatever whatever point they seem to be there Honky, that's what we're talking about here. I've also not included Spiderman Slash Peter Parker in here because he is our gold standard of honks and we are too biased to include him, and also Jigsaw Jameson would've made no contest. so He's out is. especially. After that last episode Peters Pythons were on the loose. I know it's no contest. So feel free to play along at home Shall we begin goes? Yes. All right. So we're going to get to our first matchup is Alastair Smyth versus doc. I can't wait to examine it back off you. He brained uncoordinated absurdly dressed. Excuse me. What are your thoughts? Okay. I mean I gotta give it to Smyth. I I. Mean I think this is I think this is through the door Alastair Smyth Yup I'd have to agree whether he's got Robo legs or not doesn't even though he doesn't use his legs. He definitely uses his arms and APPs I mean and when he was being lowered into the juice, we saw how ripped he was that was pre robo like. I'm not convinced Docs. Shit is not just like painting on it's probably a girdle agree with you guys. To give that one to smyth the specially haunted control rods. Next match-up. We've got Robbie Robertson versus craven the Hunter I'm going to take you down once and for all even if I have to go with, you must be the. Craving obviously what the fuck is to be craving. This is randomized matchup. I didn't I didn't WanNA show any favoritism. So some people are in here because you know what they've got the guns but they don't have the glory. They don't have the glory said we got to separate the hunk of junk. Your guys like part of me is like, Oh, the sexy animal, but then I'm like, Oh, wait he's also really aggressive in the first episode. Robbie you're craven we're going craven. We Are you voting for Robbie I am Oh my God. Give me that editor Dad Bod. Our first a first disagreement, the sons of Martha about it, and that's why she's still with him is a fucking shredded washboard. As he looks fit Mike Calypso you must ask we have a long night us. All right. Next up is on Jamieson that is Triple Jason Versus Eddie Brock. Ten minutes start lunch without me over. Don't you just love the meter? Any broke of course, I think for. We gotta give it to Brock on this one. He can. He bench press your mom into space and yeah I mean, we never even saw really John Jameson spied. We saw them in the hospital gown with his ass cheeks hangs. Because the hospital gal was real short with the shocker kidnapped him if you're a call and wheeled him down the stairs. Yeah. That was weird. But I'm saying look some of the some of these are GonNa, we slam dunks and that's that's part of the process we gotta work through it. All right now rocket obrock rockin abroad on this one be seeing man next in the order we've got flash. Thompson. Versus Jason Philip AK. Jason McIntyre. Heck of a team. That's a tough one. I gotTA GO FLASH BECAUSE HE'S MY boy. At even though Jason has those lips. Those lists of the turn off for me I'm to the flash tops all day. Guys got though is the full package he knows he's not the smartest, but he makes up for it. I gotTA give it to. I gotta give it to Eugene Flash Thompson here. Yeah. All Star quarterback. Thunderous. Win for. Eugene on that one. Please hold the applause. Next bracket is nick versus Frank Castle AK the punisher. One hundred when he and I would tangle. I'll make doug meet no way. He's going to beat me again. Man Hold on hold on hold on we're talking we're talking just in the series right todd. In, only only in our series not. Only only Balu onesie Nick theory. Thought Sam Jackson versus John Brennan. Paul. We're not gonNA have same whole Jackson coming blow up or bracket like this is this is cartoons. GonNa go and say I'm GonNa, have say Nick Fury then. He, he knows the secret, the Super Top secret. True. He knows that there's alien technology out there that will get him shredded. He's kind of the Silver Fox with temples right. But I'M GONNA give it to Frank Castle on this one faulk I'm the deciding. So you're the deciding vote. The only woman. Okay I'M GONNA go. We're going for full appeal because we agreed that honk is a whole package whatever makes your loins. Here it's not sums up. The ferry giving it to the thanks you know I when I'm wrong I'm Ron Nick fury pulls ahead. That's fine. Okay that's why we're a democracy hanging on the job. Thanks next in the order we got Herbert Landon. either. Or you want before or after transformation humiliating version full whatever floats your boat versus Michael Moebius only we knew who he would be one step looks to destroying. Splendid nine when. Lennon I gotTA give it to. London appears as landed I. GotTa give it to human more. BS. I just don't want any more reaced moving forward. Landon can fill out a suit I'm the designing vote on this one more though like I mean, Felicia saw something in that guy that's the thing is the hungriness is the whole package landon was a dick like when he was a human, he was good looking I'm not a duster person. So you're right I'm going landon changing an army. I'm going to give it to more this but I guess it doesn't matter landed wins A. Next in the order, we've got young Silverman but not a baby I'm being very specific about that please. And versus young Adrian Tubes. Strong. Fearless. Powerful enough to strike fear into the hearts of my enemies. I hope I'll be seeing a lot more of you and no offense a lot less of you. That's a fucking her no one I'm GonNa go and give it to the tombs because. He was an aviator he went and fought for his country and has a legacy behind him built his own company because a mafioso think he's hunky because he was able to pick up the throw spiderman. So he's got that gun. So I'm going Silverman. So we never see how hunky ripped young tombs are young Silverman is because he's in a suit whereas. Vulture tombs, we see in the onesie. So I'M GONNA go tombs because I also like his hair better. These cocky. HIT ON DEBORAH I don't know the night he's left. So. AM I. maxed in the order. This is going to be tricky one. We've got blade versus Norman Osborn this from you Terry me. Now, the party can really begin. Oh this. Fareed. I mean played. It's got to be played. It's gotta be weighed. Three or post serum. Norman at is tiny Tonga's Shit Blade. Yeah. Makes it hard. Why did you pick the two best I didn't pick them. It was random somewhat read it was like the order I could think of things I still gotta go blade because he is younger I don't think he's younger Vero I'm pretty sure he's older he's very if you look straight numbers joint Goblin Norman's like to crazy I'm going to give it to my boy norman it doesn't matter because you guys have already selected blade.

Alastair Smyth Ron Nick fury Eugene Flash Thompson Silverman Honky Tonk Goblin Norman Landon Triple Jason Robbie Robertson Peter Parker Jigsaw Jameson Jason McIntyre Robbie I Eddie Brock Peters Jason Philip AK Sam Jackson Robbie John Jameson Norman Osborn
"michael moebius" Discussed on The Outliers

The Outliers

13:41 min | 2 years ago

"michael moebius" Discussed on The Outliers

"Like Gina criminal should be especially because she was in In Laurean recently You know she's not that tall either. I mean she's only like five eight but she elise has like a good like she. She could totally pull off like the she hulk. Look you know just give her some platforms or whatever and your shoes to make her a little bit taller. But I mean you know it's just one of those things where it's just like come on Hollywood or fucking marble or whatever like fucking. The Hulk is muscular. Huge like Gamma fueled like radiation power nap. It's hard to say what they're GONNA do. Thirty eight twenty four all right. I don't know you were. I can hear you all right Anyways where where were you at? Oh is she gonNA stay monstrous no way? She's even her hope form. She's not going to stay monstrous now. Because this is what this is right out of. This is right out of wikipedia. So it's not from like the fucking marvel page but is easier to look through repeated as shield Jennifer possess power similar those over cousin though at reduced levels she possessed less monstrous more. Amazonian appearance initially transformation into her she hulk form was triggered triggered by anger. That's initially cousin Bruce. The leader Let's see like cousin Bruce his counterpart the leader. Doc Samson and most other persons mutated by exposure to Gamma radiation over the years from Youtube from was originally explained as being molded by her subconscious. Desire to look like the ideal woman she eventually gained control over. Transformations when Michael. Moebius cursor of lethal blood disease Interesting as a criminal defense lawyer she defendant Mr Morbus in his trial for his vampiric killings and then it says after that eventually Jennifer decides That she's going to retain her shield formed permanently preferring the freedom confidence and assertiveness that it gave her compared to more Timorous and fragile normal form Well is going to be. They got a lot to work with their. You know they can. Yes so if they go if they go with if they go with like Allison Brie. She's definitely going to be. They're gonNA use a CG like she hoax you know they're gonNA they're gonNA do it like how they have like. Mark flows face on like the hulk. That's what they're gonNA do. That's your call absolutely ABS- like for sure like that's what they'll do. That's going to be shitty. If do that. I mean I don't know you know I mean it just like we all just had the we the only thing we can do unfortunately just see who the cast I mean. God fucking knows who is going to be but I guess we'll socially it's yeah. Hopefully somebody good because they still got a they got they got a cast for. Moon Knight. Too Don't they? I don't think they've casted for Moon Knight yet. No they haven't yet. I've seen something online about. She hoped that someone was saying referring to dossier Polanco plunk. Oh I think for a forget. How your last name? But she was On Orange is the new black and she was a bigger girl like tall in. Oh she she could probably build up the note. I mean to become. She'll ask my that would be my pick because if she's cousin to mark Ruffalo Mark Ruffalo doesn't look white. He looks like he has a little something else in him. You know what I mean Wyoming you can you can be cousins enough like yeah the same so it's fine. Of course try you know? They're trying to get like that's the whole the new thing that the studios and everybody's everybody in all medias trying to trying to get more diversity so I will be down for a. She hoped that's like not just completely and if I'm not mistaken in the cartoon the whole cartoon she had like a fuck and she had like a southern fucking Cajun accent I think so yes she had she had like some sort of like. Twang for her accent for sure. She wasn't from like New York or whatever I think she was from somewhere else but I mean yeah so I mean there's a lot of stuff so hopefully just hopefully they just Kasrai because so far they've done pretty good. You know with casting for a lot of marvel stuff but I mean you never know. There's always opportunity for slip up. That's for sure yeah We can move on to a little bit of video game news What what was the pre show? What did you mentioned in the pre show? Oh just like tearless of characters. Yes so mainly of Carrie. Talking about fighting games. Yeah this is mostly There's there's tearless for like a lot of different competitive games you know if there's character based like selection but it's it's more prevalent in like fighting games. Are We bitching about this too? Because I'm ready. I mean it's not so much bitching it's just very interesting like so i. I see all the time when a new character gets released. People complain the characters too strong the characters to broken up a double double double back. You know everything it just. It's like instant like within like the first week. It's just like dude. They start bitching come out yet. It's the character has just come out. People don't know how to play against the character yet so obviously people are GonNa Smash you with the character because it's just too good so let's take a look at tech and seven so tech and seven had a character. Colin Roy Smith. Come out fucking bad ass character. A lot of people were complaining that all the checkers discounters too. Good too. Strong too powerful. You know and it's like okay. We'll is this actually true or is it just because the characters new and people don't really know like the play style of the character or the timing of the attacks or like the recovery that they just don't know how to defend or beat the character you know so you know because a lot of new characters are generally. I'm not saying that the the new characters when their release are like? Oh P But there definitely has some crazy mechanics to them or more fair favourable timing like better recovery because you know they want you to be able to like they want you to buy these new characters you know because I look at this brand new character. He's there he or she he or she or they are fucking great. You know But you know it's just one of those things where like you just don't know you know and Leroy was like really he really would ally. Leroy was really good. He was he was like probably one of the few characters as deal. See for a game. That's been out for a while that it was very tournament ready and when I mean my tournament ready. Is that you now. You can't be like a like you can't be like you or I like an amateur. Take the character and go into tournament. Fucking smash people like you know you but you could go online and probably after a few hours of playing him go beat quite a few people with them but he's tournament ready in the sense of like he was very good. His timing was good. He had like good recovery. He got like some Hickson like you know for like some of his moves gave you the ability to like follow up or counter attack or his. His blocking was really good. He was safe on a lot of things. You know so. A lot of pros like for like the first major tournaments that came up. That had taken a lot of pros. Use Him so this caused people to have outrage because people were upset like this is boring. I don't WanNa Watch like the same characters all the time you know I. It's just you know Leroy Blah Blah Blah. But you know as a pro player when you're competing for money like you're going to use every advantage like you can to be able to like win so obviously you're gonNA use like the best character or like the more. The best well rounded care to the has like the best matchups. Of course that goes in that goes into like tearless so with tearless you have an tearless or usually just made by other players. They're not made by like developer. You know pro players you know will create tearless characters cheerless yes? The players themselves classify it so this is all just like their opinion. You know I mean. Generally they're pro so their opinions are pretty valid but that the top tier is s s tear S. is like these characters are very good. They're good in every match up there balance in there fairly like there. Easy do not like easy to use per se that like oh I could just go and just like destroy. Everybody like really quickly. And they're it's like no there though their mechanics and like their play style is Is more accessible to like like every player. You know. It's it's not one of those characters that you really have to like put in time till like learn the Combo you know what I mean like. It's it's very easy accessible. It's like they like like a shadow character in Schreider liquor. Kuma Ken Ryo say exactly like Kenan Radio Yeah so So we get stuff like that so there's a you know. B. C. D. So a lot of people will look to tearless and just. Plato's characters I see it online like I see it online Like when I play dragon fighters or if I play blaze Blue Cross tag battle you know moral combat eleven or Tekken even like people will just play like top tier characters because they're easy to win with because they're so good matchups but I play my style of plays more of the bruiser type which means Very high damage output So my characters that I play like take for example in a blaze blue I played Azriel and Azriel is a player who is very up close and personal. He doesn't have a weapon you know. He doesn't use projectiles. You know He just uses his fists but he deals crazy damage. So like if I get close to you like young. I'M GONNA kill you probably very quickly. Obviously you can keep me away from projectiles and other things because like I said I have to be. He's a very up close character but he he deals like high damage so a lot of a lot of people like don't realize is that you know if you play the the the high tier characters that means that everybody's playing against them so what's going to happen everybody's. GonNa Learn how to beat those characters nip because you know because everybody's playing the high tier so that's not to say that Like pro players still won't win with those characters because they're just on a whole other level. You know what I mean. Absolutely you know when you go online. You know If I play as characters. That really aren't like high tier people people don't know how to play against them. You know So Do you think that? Like obviously gives you a upper-hand. Yeah so you know. Alex via who is a streetfighter pro player? He's been in the scene for like forever. He's a legend in the FCC. He talked about. He tweeted out. Like you know don't worry about what the tier classification or the tearless offer the characters. Just know what your opponents do. You know their weaknesses and their strengths. And work on your own and you'll be able to beat anybody and I mean that's really true like you know if you play a character that's top tier in your only worried about like that character or what character you play and not necessarily building on your fundamentals. What your strengths are. Your weaknesses are what your plows are with. The weaknesses of your character are with the weaknesses of your opponent's character are etc etc. Then you're not really improving as a player when you're not well you know it's you know we'll run at all you know and You Know Troy Our friend he in marvel versus Capcom Three or actually I think it might have been more of a couple of Infinity he played of his characters on his team was a ghostwriter. Okay and goes writer. Wasn't really like a high tiered character. But he would smash people with ghost rider because nobody would know how to defend against ghostwriter because you maybe encounter like one or two ghostwriters..

Leroy mark Ruffalo Mark Ruffalo Bruce Jennifer Allison Brie Gina Gamma Hollywood Youtube Azriel Wyoming Mr Morbus Doc Samson FCC Polanco Michael New York Colin Roy Smith Carrie
"michael moebius" Discussed on Nerd On! The Podcast

Nerd On! The Podcast

11:48 min | 2 years ago

"michael moebius" Discussed on Nerd On! The Podcast

"In any way? The rise anyone to Rhino show. One of the Reiner did show up to the Union. Because he's here he tries to steal the thing. Where did you come from Brooklyn because science have that might have been my line act? I mean a and I mean it you know looking over your credit like just seeing like how you know. That's that Saga as well as the neo. genyk nightmare mare. which is I believe the introduction of Michael Moebius yeah he was in there but this is about the old guy the old guy getting young again or is that a different way? I I think that's another one because there's two neo genyk nightmare. I think scenarios in that Vitamin Series one was when Michael Moore BS comes or is introduced in another one when The human human spider cool great imagery on now now the cool thing that I liked. What Spiderman animated series? You know you know before we get into all the great. DC stuff you'd like the show was just like very much comp. Look it was just like we're going to do this. John Simpler yeah totally Johnson for because he grew up exactly at that at that period and he wanted to be exactly like the comic. Get four percents. Like here's hop on four episodes. Here's marina four upsets. Here's like okay so now you get the saga of this. And how they interconnect. We introduced I hub Goblin before the green head which was a big change from so I didn't know as a kid my first you weren't even reading comic books now I you you could you read where you old enough to read barely. Yeah I mean I still i. There's some question if I could read. Now it's very true But yet this was like my down X.. Men Batman the Emmys were all my first forays into comic books and spider man again like the the language as well as like. Oh this is what the characters came from and so and liability. That's that's not my spiderman. That's not my character. It's like well this is my first one and obviously if someone has an issue with that then there's more versions you know that's Spiderman weeded. John Semper and I I I love that was the Spiderman. I'd read the comic books and I go. This is just the comic books. Tell you exactly what the things should be. And this is as close as you can possibly as we get and then people go no. It's so it's not Ed Emmy yes. Some people would look through it through different prison but now I mean people have a bigger excuse because now there's so so many like multi verses and else world and the ultimate universe and so invents ret conning in that same way again you kind of open the door for more audiences but then you might. Have you know the the people who have been there for a lot. You know a little bit. We were doing that L. swirled stuff with super boy in nineteen ninety. Yeah where you Goin' on alternate worlds. The I mean that was the the Ron Ely thing where he serve goes into alternate world and also involves time travel So he meets an older version of himself. Okay okay that makes sense because so for my my experience of Super Boy. I leased from the historical information I have is that you know there was a lot of writings for super boy. And and I know it's like let's just do the adventures of young Clark Kent and then you think you've Smallville Y- well the TV show but then also a younger Savoy and then. He joins the Legion of superheroes. Heros goes in the future. That was the Dow's the comic book. Yeah and so you know having the show you know have that and it's Kinda like figuring out like as well having like other characters like this is wonder girl was wonder woman it's like. How do we start connecting these stories together and so they just lived in their own thing? You'll guys weren't even thinking about just. How do we sell this month? Comic book yet. I I mean for me as I if I speak for the young people were kind of like. Oh how do we. How do we look at? How does that fit in because we love those stories and like we like what those interests took us? But how does it connect with you. Know the daily planet and Lois Lane the Justice League it I think the TV and the comic books are two completely different than because like you. I started watching superhero stuff before it could read about three years old when Superman the the Clark. The Georgia Superman came out and that was one one thing and then the comic books something entirely different even know there were comic books. N- until my father brought home An adventure an EH. Detective from Nineteen fifty-eight. Isn't that kind of crazy though. I mean like you know. Do you had like Yuri new like what I'm watching and what I'm reading are two different things. We're clearly the different. A lot of you know I think sometimes bigger head developing people have to make those deciding factors these different things and sometimes audience audience nowadays. Don't know the difference. They'll say. Oh Kevin Conroy. Is that Batman that also has to take those are two are obsessed with our universes. Yeah well they get big surprises sometimes in Public enemies as a writer. You're thinking well some people are just GonNa pick this up a walmart. And they just superman and Batman they go forward and then all of a sudden lex luther press the United States. How could that be great so we one of the things we changed from the comic book was we had to explain how An incompetent industrialist Could become president it states not relevant. If we were doing that today I I probably wouldn't have to make so much of an explanation this now. I mean frank. Miller is a recent Ron. Dark Knight returns did a similar thing as well. There was a little nod to you to present times. Yes probably isn't Frank Miller kind of an arch Republican. Is that gossip that I've heard it's wrong or my. I don't know it could be could be right. I've never met him. I never I'm not on first name basis. But how did the the comic book it just showed a an angry person on TV spewing Hateful calls. ooh That's PR- that's our president in comcast all right so tonight tonight if you're on each watching. Hbo We have. Robert Redford is present United States. Uh Not not an actor but the Robert redford appearing in the fictional watchman as as President President Redford. I I give a plug to Mr Lindelof. Yes on on a couple of hours. Yeah Nice any other questions. I'm sorry I'm just like the whole thing so I'm actually really curious about this kind of the before. We kind of get specifics in two different shows. Can you talk about kind of the process. Assis of of writing a show. Like I mean you've got live action experience but you also have of course animated experience. How do the two different terms of the actual kind of the process of writing for them? They differ very little surprisingly realizing little initially when I started doing animation. Listen my friends in live. Action said well you can do anything you can blow up the university and do it right which was true at that point Later on when you start when you when we were doing. CGI they literally what they call it. Building character building sats so you have the same limitations as is live action except the set that they built is only inside a computer. It's not a physical set. Yeah so we have again the in. CGI those limitations came up probably within ten years when I started doing animation out. What the computer can actually handle? Know what the crew can handle. 'cause you know we're paying them you no the e the they can't be working twenty four hours a day. They can only do so much. They can only design so many characters and they can only design so many sets young so that that was that's became a concern very quickly animation as well as live action. The the only other difference that I can tell you between writing live action writing animation. It is that writing animation usually requires two requires the rider to be more explicit in terms of physical action. Okay sure sure you make sure that the artists can see exactly what you want In in live action very often I should say sometimes traditionally you'll have you'll have a writer write a scene where the two adversaries are are going are about to go at had each other and then you just have the one word. One cents on facing fights seemed to be choreographed and occasionally at we usually the always the the writer will then say this is what happens after the fight yet. You know like this guy win as the result they need to know that but basically they just say Oh. Let's let's stuntman stuntman. Figure it out. Yeah imagine for for drying since they're going to be drying it drives sales you get everything front and it sometimes it depends on the studio radio. yeah marvel when I worked for Marvel With Bob Richardson very explicit. Every Punch to be choreographed but but you know the next week it was. I had one week between the two studios over at DC. It's like it's a little looser. You know we'll figure it out interesting The that was the difference in approach is but even even a DC were. They're willing to figure it out. You never get away with saint fight. Seem to be choreographed you. You have to give them a pretty good idea casually they'll they'll take what your own change it Well again soon. Yeah you can't you can't. It would be very unprofessional in in animation for the the right to say well you guys figure down to provide some kind of baselines that they're not stuck there with a blank page do well. You should the artists DC. I'm I'm sure it would have ideas. Yeah and that's I think you know working on a show or especially working with these characters. It's really important to get. Their physicality is correct. Because I mean you know. Batman doesn't fight the same way remain fights. No experiment isn't quite the same way. Wolverine fight so it's like yeah quite defense on the board artist. We always superman. We always wondered what we're what was the extent of his power. I mean sometimes he has a hard time stopping a locomotive but then he can lift a planet so we you you know. Yeah that's a good point. We worried about that. Sometimes there's a off days. Yeah that's a comic book too. Though and in the movies visa meet he turns back time. Oh yes I around Yup backwards around around the earth. Yep Enough Times and you'll let we can go backwards everything's fine. It's it's interesting. I mean new FATU bench pressing the planet and then other conflicts. He's using chains to pull a planet away and its earth presses thank queue but then slapped by Lewis. How how's your hand up broken? Yeah well you could slap or you take steps steel. Yeah I guess he does the cell to he slowing the train. Slowly passengers true true being learned on and he's struggling. Yeah I mean if you look at those Oh the very early Fleischer cartoons. He's struggling ISLA stuff. Yeah his his power definitely why you know like grown as the situations nations would would have it shrink shrink exactly because you know it's like that's kept Kryptonite you know or read sunlight. Or here's magic so you have a bunch. Jake hated those store. I think it's cool at least for me as a fan of the DC world where it's at least you know their stories like on just us in there I'll now just doesn't and it's like well now just had the magic users have their own fun and do things and then they use like a Batman or the question as the audience surrogate like this is the normal person. But here's the TANNA. Here's you know dead Eh Do you think a as we've gotten I mean thinking of earlier times in whether it be animation or comics and now we have now a days like do you think that these super heroes like their their powers have gotten greater like they've just made them more specifically superman didn't I'm used to be able to fly right. It was just jump..

Why a New Age of Value Investing is Here

Stansberry Investor Hour

14:31 min | 2 years ago

Why a New Age of Value Investing is Here

"But let's get to the rant okay now. If if you read the stands Mary Digest if you're stanbury reader you saw me talking about some stuff on Friday. If you're stands very alliance member or extreme value subscriber you also saw me talking about the same thing in the September issue of extreme value which came out on Friday as well so I was all up in reader's grills on Friday about one particular subject and I'm going to talk about that today. I obviously can't give giveaway the advice that I told are paying subscribers in you know the extreme value newsletter but I can tell you what I told him which I think because extraordinarily important. It's like this for a couple of years now. I've been kind of kind of I've been pretty bearish on stocks and starting in two thousand seventeen I said look I expect in the next couple of years. We're going to see the start of a bear market and lots of volatility and after that I said we're probably going to see something like the golden age of value investing because what happens over time over history history over several decades you see that you know the cheapest stocks in the market outperformed the most expensive ones for several years and then there's usually a bear market ticket or some kind of Ruckus and then people feel burned by the thing that performed so great that led them down so bad in the bear market then they switch to something else so they buy the more expensive names the high growth technology names and then those do well for a while then there's a bear market then guess what happens they they feel burned by the grows docs and they go back to the value stocks so there's this tick tock kind of change of the seasons affect between growth the more expensive part of the market and value cheaper part of the market and so. I've been saying stocks are expensive. We're going to get that moment in the next couple of years ears. It's common. It's not here yet. It's coming and we're talking about it for two years and what I told readers on of of the digest and extreme value and Friday is what I'm telling you right now. It's it's here. It started I mean do I even need to recount the last ten nine years right. If you look at just the you can use the Russell growth in value indexes. They have like one the Russell one thousand growth two thousand three thousand whenever I use the Russell One thousand thousand growth index that is up more than four hundred percent since March two thousand nine the last big bottom and the Russell Value Index is about two hundred and sixty percent which is nothing to Sneeze Abbott is nowhere near four hundred percent so you can see the very obvious difference you know people just weren't interested in value and they I love growth. What happened on Friday or I'm sorry on Monday. September ninth is that this this whole thing it just it turned upside down like in one day and our good friend Jason effort over a sentiment trader later kind of called this out to me not to me personally he tweeted it to the whole world and I subscribed to his letter and he said that there to all subscribers but basically he said the best stocks. This is a quote from him. The best stocks today that was Monday. September ninth are the ones that have been the worst year to date date. This is the biggest one day momentum shift since two thousand nine. I saw another report to day in barons. I'm sorry earlier this week and barons and they said basically the same thing that this this shift is the biggest. It's been since two two thousand. They said since two thousand ten but you get the idea right. Everybody is noticing that there was this massive shift essentially from growth to value on one day and I've been waiting for this and I've been predicting that this would happen now. Not everyone is convinced that you know the starting gun was fired as I'm saying it was on Monday September ninth. The LUTH old group is a really great research firm and they're saying hey you know don't get too excited. Wall Street Journal put out an article said. Hey don't get too excited but I'm sorry I just I disagree with them. I think this is it. I think the turn the giant turn been anticipating from growth devalue is here so what does that mean well what it means is like think of it this way nick if you take all the stocks in the market and split them into ten pieces based on something like price to book value. Let's just say so. You know you got these ten slices based on price to book value so there's you know the bottom ten percent you know there's the the cheapest ten percent right and then there's the next cheap is ten percent and so on up to the most expensive ten percent think of it that way well for the last ten in years the most expensive ten twenty percent twenty five percent. Whatever has been doing a lot better than you know those bottom ten percents right you know those bottom two or three ten percent so the the more expensive stocks have been outperforming the cheaper ones and that it it it just turned turned upside down as as Jason Gifford indicated and as you know the folks in Barons indicated in an article today and has a bunch bunch if you just type value and growth and shift I mean you could probably type any combination of these words into Google. You're going to get a bunch of articles in the Financial Nanteuil Times. like I said Wall Street Journal Bloomberg has had a couple of them. This is all over the place you know. This was not a quiet event. This was a big event and so that is sort of like that was the starting gun. That was the moment that I was predicting. I think there's a couple other things really really you know the one big other saying that kind of caught my eye as a possible indicator. Is You know what I'm calling the failure. You're of the we work right. We talked about this last week and I think that really kind of put a pin in the in the Vision in growth growth. IPO market until now all you needed to have a Multi Multi Billion Dollar IPO OH was vision and growth right a vision of the world with lots of Nice flowery language and you know lots of revenue growth so so you combine these two things together in that explains a lot of IPO's right and and of course making a profit well you know we we don't need that vision and grows replaces profitability as important marker for bringing a company public but not now I think I think we work really put it this way. Who would have predicted in January when they were financing. They took a two billion dollar investment out of Soft Bank at a valuation of forty seven billion where we're all the articles saying this valuation is going. GonNa be cut by more than half and the IPO is probably not even going to happen. There were none nobody was predicting that and yet that is exactly what is played doubt now. I wouldn't have predicted it because let's face it. This thing has just gone on and on and on for years and you know calling the top of a bull market ooh boy you know the longer gets. It should be easier to call but it's almost harder because we all just get used to it. It becomes new normal well. All Twenty nineteen is anything but normal do you not agree who who ah January I would have looked looked forward and said fifteen hundred fifty dollars an ounce gold seven Chinese yuan to the US dollar. Nobody was talking about seven. It was just six six six six as far as the I could see who would have said you know may twenty nineteen would be the worst may and forty years for the stock market who would have said August twenty nineteen would have been the best year for the bond market in forty years and you know who would have predicted the the we work to buckle. Nobody nobody is the the answer and of course you. I'm sure all said be feedback. I predicted it or or you know this guy predicted it or that guy but it wasn't everywhere and yet it it's turned into this weird year where all this stuff is happening and frankly it feels very end of cycle. Michael and I've said that many times I realize on the podcast but it's it's become more intense this year with all these huge huge changes in financial markets and I think for me and for my readers dispatch from growth to value is really the big event and so in my newsletter extreme value for the Passover years we we've done things completely differently. We haven't done the traditional sort of valuation metrics that you do do when you're in a value investor. We've done some other things and use different a different valuation style. I've talked about it. It's kind of complicated. It's called price x prize implied expectations and it came from a book by a previous podcast guest. Michael Moebius called expectations investing and it really it helped us a lot. We found all kinds of stuff that by the headline traditional metrics looked really expensive but when we applied the price implying expectations dictation model it was like wow this thing is cheap and so you know we recommended for example last August we picked starbucks and that thing was up eighty percent in a matter of months several months and and that was from August twenty eighteen by the way so it it worked it was good but it wasn't the traditional value thing and what I'm saying now is that the starting gun was fired last week and and and the traditional value thing is back on baby. It's it's back back in action. It's here so our work arcus cut out for us because if you just if you've done any amount of stock screening you know that there's a lot more names you know south of. You've just a couple of billion in market CAP. Let's say then there are north of a couple of billion in market cap so a lot of these value things. Are you know one one billion two billion five hundred million. They're smaller and they're in beat up industries and they're in difficult businesses. I mean I I've been looking at reinsurance insurance company Electronics Manufacturers actually one was a beat up utility company. The utilities are screaming but this one was beat up for the different reasons and and so there's a lot of different stuff and and each one is sort of a unique situation unto itself picking these stocks a high art because they got a lot of hair on them. You've got to be comfortable with with a mediocre business. starbucks is a fantastic. Aston Business and we pick some other big cap stocks like Home Depot and a couple others that I'd rather not give away for free and and you know they've they've done fine but assessing those businesses is kind of a similar proposition they dominate their markets. They generate tons of cash. They have consistent margins consistent free. Casually there's a whole bunch of markers where you can just look at the thing and go one two three four five yup. It's one of them but the value stocks aren't like that there is almost like they're all one offs and the only thing they have in common is that they're all dirt frigging cheap and everyone has avoided voided them like the plague for ten years of course those two things go together right and one of the insights that I'd like to share with you is that this is a very Howard marks type of a thing I recommended Howard marks book the most important thing many many times on the program in my newsletter you know in my living room to my wife dog recommended the book a lot and and marks will frequently say you know so the the market knows companies. It knows what the good businesses are. So what are you going to bring to the table that that is any better than that because you have to do something different over time to to get superior returns. If you're doing the same thing thing everybody else is doing or if you're doing anything that everybody else already knows about. You're not going to get the superior returns. You gotta do something that everybody but he doesn't know about and by definition people don't know about all the stocks they've been avoiding for ten years so they're all dirt cheap whereas whereas by definition these businesses like kinder- Morgan and starbucks and Home Depot and other other companies by definition those things you know they have is on them so they always looked kind of expensive. They rarely look. They don't really get dirt cheap so it's a different. This is a big shift. It's a different proposition and and it's somewhat of a prediction because what I'm saying is from this point forward. The values going to outperform but I'm really not thinking of it as a prediction. I think the starting gun was fired. It's it's absolute historic. Fact that that one day shift in momentum is the biggest such shift in ten years documented now in two different sources that I've seen you know. I

Starbucks Wall Street Journal Jason Gifford Michael Moebius Home Depot Mary Digest Howard United States Luth Soft Bank Abbott Google Kinder- Morgan Bloomberg Aston Business
"michael moebius" Discussed on Radioactive Spider-Pod

Radioactive Spider-Pod

03:41 min | 2 years ago

"michael moebius" Discussed on Radioactive Spider-Pod

"And large screen and was nominated for two academy awards for roman holiday and heartbreak. Kid is best known for being on green acres and interestingly his son edward albert will also be on this show <hes> when he shows up next season ends matt murdock slash daredevil kind of cool cool so as live volker is listening to norman osborn just rant he casually just puts on the the <hes> volterra costume into tops out the window believes norman talking and there was like you're making we look at you. He loses his shit when to walk out on the call. It's such a power move for the man to you'll threatening me johm they could have like just started talking shit about it. What's the sudanese. I'm glad he didn't come in person. He's got that old man's instinct would knock you on your ass smell. This guy like there aren't enough workers originals the world to mask that failed kidney breath sporting. He's been in that rope open now for like three years straight. He doesn't have wings just tattered old man robes. I mean death not far offer tombs but not far off from the scene is central park where spiderman is bitching about his life when a young boy that he was watching is attacked by adrian tombs using a suit tombs tmz temporarily steals the boys youth lead to a fight that spy narrowly survives the age theft seems to be temporary though and a re aged tombs flies lies off vowing to drain in adult next time which is a whole other thing that kid on roller skates so cool he had all the safety padding on my god he did not have the one type of safety padding that my parents insisted i purchased which is true your risk guards. You have those things he's like. Brace your wrists and they look so lame and then you would fall on concrete and use them. You're like oh yeah that would have shredded headed my hands. That's the saw work mom spiderman creeping on a supple boy. Look at that kid yeah and it's the one person in new york that specifically big watched by spiderman at that time like it's so unlikely that that happens in the park yeah he could have just been you know flying over and spider may could have followed him because he says oh is that the hobgoblins cod that's unreasonable a reasonable thing to ask and then he falls into the park and he sees what happens that would have been perfectly normal but they decide to make it complete happenstance. I mean that's like ninety percent of the time. That's what happens right. Usually there's an alarm as he's coming by or like. He has a police scanner. Sometimes you know what i mean. We've been cool if you had like p._t._s._d. When he saw the swoop overhead overhead in central park that he thought it was michael moebius for a second and being like michael's back knocked out though he's not back at all yeah i mean even didn't spiderman doesn't have respect for this guy. He called a flying flamingo lease. This fine flamingo looming goes can fly and sky isn't pink so i don't really get why he said that. It's not really an insult. He should have made a pigeon joke like whoa. I hear these new york. Pigeons are getting out of hand by. I said that really kind of new york early but new york yeah but that it was great. That's a quality quip. I like that one way better than that of the way spiderman i'm the spider gwen so villagers swoops in and he grabs the kid and he drained his lifeforce force and it's not really like the main point of his power to incapacitate people but that is a side effect and a powerful one that isn't really used throughout the episode which i kind of strange but he doesn't really incapacitate them..

new york norman osborn edward albert michael moebius academy awards volterra matt murdock theft volker gwen ninety percent three years
"michael moebius" Discussed on Land of the Giants

Land of the Giants

01:54 min | 2 years ago

"michael moebius" Discussed on Land of the Giants

"Even today it still coming common for public companies to prioritize the short-term. Here's michael moebius again. Think there's a lot of public companies feel to some degree beholden to wall all streets expectations. It's almost like a dance back and forth with the wall street folks and you know i think an and to some degree being held accountable. This is all fine. I think we're becomes. Problematic is when companies start to make decisions that served the optics to achieve certain financial objectives objectives whatever and don't build value amazon focused entirely on building value without apology and joy covy was able oh to deliver that message to wall street in a way that at least some investors could get behind. I thought it was quite different and i think just nobody was doing that at that time very few companies because you're doing the time what why was that what what we're companies doing instead and was wall street largely rewarding them for something else i mean this is probably probably gonna be histories. One of the great bubbles right so there is certainly that psychological overlay to this. I think there are a fair number revanche preneurs. It probably started companies in launch companies to sell them to make lots of money rather than build an enduring business or franchise. It's true a lot of people got rich that way in the dot com bubble of the late nineties but bezos and covy were playing a different game. Essentially they wanted to invest the cash amazon made into new initiatives instead of letting it drop to the bottom line and amazon was making lots of investments for example in nineteen ninety nine alone amazon opened five warehouses including the one in coffee vote that we talked about in a previous episode and then fill them with inventory. It's.

amazon joy covy michael moebius bezos