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Sundance, Superbowl, and Everything in Between with the Cameo Guys
The following program is brought to you by your friends at podcast one. Don't forget to download our new podcast one out. Napa know right now, you can get a twenty dollars prepaid visa gift card by mail with the purchase of a Napa legend premium battery. It's durability power. Make at the obvious choice for people who hate getting stranded by dead car battery so pretty much everyone the Napa legend premium battery and twenty dollars back quality parts, helpful people. That's Napa know. How know how that participating Napa auto parts stores and Napa auto care centers. Limit two per household while supplies last offer ends two twenty eight nineteen. From banner prom rules to Vegas and everywhere in between. It's time to party scene say this is and then again, and now here's your host Sheena. Shay. The. Car you guys I'm back from another very fun and eventful weekend. If you can't tell from my voice, which is like still gone. I think it's been gone for a couple of weeks we had Sundance two weekends ago. I was just at Super Bowl this past weekend ended up on a private jet. That was not chartered by LaLa or Herman, which was awesome. And yeah, we're just gonna get into some fun Schnee agains. We have Janet here co host, Jane she's going to talk about our Sundance festivities. We were there with the two guys sitting across from. We we have the co founder of cameo, which if you guys don't know what it is. I've talked about it on my show before I have a highlight on Instagram. It is a fantastic app that allows you the fans to get us. The I don't wanna call myself with love. But there are others loves on. It just say whatever the fuck you on for a small price. I donate a bunch of mine to charity just wanna put that out there. I know my guests Nima from shahs of sunset who will be here next week. Donates all of his to charity. I'm like way to just like, you know, show me up. But anyways, we have the co founder Martin sitting across. How are you? Good just stood up to the Mike. I know we're we're popping podcast cherries and his British. Yes. And whatever. Anyway, we also have the person who you've maybe seen in some tabloid stories with me recently, according to like intouch weekly inquisitor and radar online. I have a boyfriend which I just found out about we're not dating. I'm just going to put that out there. Again, you can be friends with good looking people and not date them. He is strategic partnership man of cameo, Mr. Raoul or Nesto at. Hey, what's up? All right and Martin Blencoe got it. So okay now, it was you and Stephen. Devin townsend. Okay. Gotcha. So I wanna get into before we get into all the cameos stuff. I want to start with a fun little game. And then we're going to recap our last couple of very fun of employees. Can you guys ready? We're gonna make you like really uncomfortable. Already uncomfortable. When we started. Why why are you so nervous on model to say? Just say whatever the fuck comes to mind, you're gonna amazing accent. You can say anything. He's Spanish can I do that? Absolutely. Give me a compliment in Spanish. Checking around the my hope out First, Chicago, you're so squirming. Mutual. Cynical talking a lot does. That's not a compliment. A US whatever. Anyway, aright so Janet we're going to have you guys plead the fifth so typically there's three questions since both of you can answer we're going to do five you can plead the fifth to one of them. So you have to answer everything except for one of the question. Okay. I was a little easier. Then we'll get harder. Who is your favorite celebrity talent on cameo. You can only pick one. Ooh. Oh, I love CT Fletcher. Okay. That's so hard. You know, my answer would have been different a week ago. But we had the chance to have dinner with Brett farve SuperBowl. And his honesty is commitment to God has religion his story about his father all that was just impactful. I did not realize she was on it. Oh, yeah. I don't venture on the sports pages of very much. Janet doesn't know anything about sports like, for example, of friend of mine who have known for like, I don't know twelve years, Richard Jefferson, very big basketball players played for several teams than Janet was like Noel gals Renan right from Richard Jefferson last night. And she's like who knows like he plays basketball does sports. Yeah. I don't know. I glazed over that. One. Was I don't know who that is. And it's also the girl who met future at the Lila one night and goes omega future like the rapper. And he's like yelich that's me as she's like the save name. I was like how do you have your name like the rapper? And he did not think it was. So Kim for you rapid name be little my robber name. Shoop me on the spot. I'm worried about the four the questions off five minutes trying to work that out. I I'm going to need a think about that. And get back to you. I feel like just Sheena shea. That's just like. It works fertile. You know, that's why the divorce I kept the name. Anyway, next question. Okay. What is the worst thing? Someone has requested and been denied for on cameo. Do you get a lot of people who try to troll celebrities or get them to say, you know, inappropriate things or absolutely. So we we have a very strong. Adult entertainment. Oh segment of cameo. So obviously there are people that are trying to. Seventy I saw. Armie Daniels who charges six hundred sixty six dollars, right? Love that. And people pay that again, you get to choose your own price on cameo. So she found that that would be a good marketing tool. It's a works. All right. So the worst thing is inappropriate things by your adult stars. I mean naturally. Okay. Okay. All right. I'll take that. Hey, what's okay? Next question. What's the weirdest thing? A talent celebrity has completed in a cameo that they've gone through with. I know we put one now. Go friend. That might be fun. I am only five dollars on the platform. So, you know, not I don't know. I think a lot of the talent gets sincere request. And they like to do something. Nice. You know, like I see Tom Felton who's the Blunkett in Harry Potter, and he's always going to be cheesy. You know, like, I'm gonna have these requests for Drako Malfoy, and I said embrace it half of it. And it's been fun. And God love it. He did this great one for my kids. Like at six time. You get a letter from Hogle when you do you'll get to places in slithering off. It was the coolest thing I've ago, that's awful. That was the coolest six I'm not. I don't really think weighed like that. I mean, would you go with mine? Weird. It's you. L I one. I was asked to twerk research. You know, I was driving with one of my friends. And so I was in the car, and it was about to expire. And I was like I cannot let this expire. So I was like, well, they're requesting meet its work, and I can't do that. Because I'm in a car. So I just made a joke about that. But also like I kind of twerk in a video. I don't know. I pretty high rating I think because I get a lot of people requesting me to sing like good as gold say something about me. It's all happening tattoo or something about God damn TV and under seven time of so over those requests is still do them. It's so money. And like, I said part of it goes to charity. However, like be a little more, creative all of the requests, go to charity. Those just all it to charity. Bucket. Rally. We might have. The coupled together doing cameos great make so much money real couple who cameos together. Okay. What about this? Would you guys? Okay. So for people that don't know what furry is our there's a whole section of them on camera. You guys Mars is there like people who dress up like animals like the where like a FOX tail and like the animal mask and a lot of their videos are them like barking or making animal noises. I can't believe you guys did Karen I talked about this for a long time. I asked her what the weirdest category of cameo is probably the furry host the K Morton, I tend to be one dimensional. We just try to approach every famous person on the street and say are you on cameo? She never damn like she should be on Cam. Okay. So my question is would you rather be stuck in a room with all of the real housewives that are on cameo talking all at once or stuck in a room with all of the furriers from cameo in silent room. Hey, the the housewives get a bad rap. We had a blessed ten house. She is. So sweet we're going to get into that. Definitely will help them talking at once is a lot aren't they? Kind of cool because we have a TV show out the evidence while the commercials. So that way, I might take that one. We ended up at the Rolling Stone party with Luan. She was at the ludicrous event with us. And I think Stephen ended up going to Super Bowl with it took him to the. I should've spoken to her first. Yeah. Right. I know you might have. Okay. Last question. Ten. Who would you which talent would you like to get rid of and fire from cameo? We can you get fired from cameo. You can get sick enough platform. Yeah. I guess the AVI like not answering them, and they're all expiring people are complaining, that's one. Or if there's you know, the new. Yeah. I mean, look we're trying to incentivize. We don't want to let fans down at the end of the day. So why have someone on the platform? That's not responding. And it's not feeling the well that's interesting because I believe I requested a cameo from our. You're going to get situations. When people fish for for information that they can sell to the tabloids and not all house the request cheap. Info I wasn't at the Super Bowl at them. So I had to you know, aren't at my page six coupe. Let's just address this. So all four of us were in Park City about a week and a half ago, we were all at Sundance and Janet, and I just had literally nothing going on over the weekend and rose like, oh, we're all going to be at Sundance and Park City. Like, you guys should come. There's a bunch of events. It's not like locked on. We don't have anything going on in LA. So why not? So we go out to Park City her and I get our own hotel room stayed together each night, like literally judge the two of us girls there, and we ended up meeting up with all the cameo guys like a bunch of people the entire weekend. So the first night were all at tau and law was there, my friend, Geno, like there's a ton of mutual friends there and not thinking anything of it. I'm not doing anything wrong. I'm also not in a relationship. Putting that out there? But it's the next day we wake up, and there's like this like radar online article with a video of Rowan. I it almost could look as if we were like yelling at each other. We're talking so loud in a club. But it's like, we're literally having a conversation credit. We were standing on like a ten foot platform for the whole club to see. However, we weren't dancing. We weren't making out. The video. No, I know we're dancing, but not in the video is the point I'm making you're not helping the story. Okay. Yeah. So him, and I were dancing. We were all over each other. However that didn't make it to radar online. The only thing that did why a video of us like having a conversation. It was like genome. Res new boyfriend. I'm like, whoa. Whoa. Now, I'm in a relationship because there's a video of me talking to a dude in a club. So the joke all weekend was that? Janet was the one selling. Because then from radar online came inquisitor, and in touch, and like a story after story and what I find is funny. Just want to point out his after spending all weekend with you as fast weekend Super Bowl, no stories came out, and guess who wasn't with them through the. Wait. What was the quote? It's new and they're excited about it. Yeah. It was flattering about you Sheena marine, a new red hot romance with businessman-rebel or Nestle. And I think another one called you Hong Kong business business. Flattery right. You're not a tom-tom employees. Oh, they've just started dating. It's super new relationship, and they really like each other which was quoted so I don't know who wrote that. Shocker to me. I love how they documents fake, but your relationship with real. But seriously, it's like I mean, any guy I've been seen in public with. I mean, look, it's LA. I have a lot of good looking friends. But it's like anyone I'm seen with them. Automatically dating can be friends with we're just like dating. But I'm like this wasn't even like a, oh, like new fling or anything. It was full on like four friend new relationship. Don't season. Don't season seven. Oh. Yeah. I know I did an interview a few weeks ago here for entertainment tonight. It was like for online and at the time. I know you guys don't watch interim rules. Thank god. But no, you're not I told you you're not allowed to watch. Unless you're watching it with me. Pinky. Your talk shows that why every guy you're seeing your dating now. Never seen it. I've. The first five months about Noriega. What are we story for another day? So the first five seasons I was with who was my ex husband season sex. I was with my ex-boyfriend this past season season seven have been single. So you see me dating a few different people. This is the first time in her life. She's been single so anybody she's spotted with that's the new boyfriend ex husband. Although I do know what happens in it. The next day. You were like I've been out of millions of times. Never have I come up in a tabloid. I'm like, we're in real romance. Rumors. I want kids we're going to start the lesbian romance rumors tonight and let it let it lost some. But yeah, I danced next year and a club a million times. And I've never been in radar line is new business woman who's like gorgeous. Janet, elizabeth. No, no. But I can't be hunky. You get hunky. I get gorgeous, whatever, you know, you're gorgeous. I'm done complimenting you anyways. So we're. Yeah. Okay. I will say. I will say one tabloid headline that I loved from Park City that weekend fan of Trump rules star Sheena Marie parties after freezing her egg to which I replied eggs on ice bottles on. Yes. It was also over a week after I had the procedure. Like, it wasn't like I had the retrieval. And then immediately like a went to love and was like, you know, pop in bottles. I drink in a while. No, I didn't drink in almost like two months, it'd been awhile. Yeah. I think it was like close to like fifty days that I hadn't drink until that weekend ironed up, you know, hanging out with my new boyfriend saying that in air quotes. And I had you know, we had a really fun time. Like, let's just that was great. We talk about how crazy that we can ended up being we literally. So the first night Janet, and I had an event what was it for vulture? So we go to this event where there's like literally like A-List celebrities there, I am by far the least coolest person. This party yet page six seem to think I was the coolest person the nice day, which made me feel really fucking. We have like shinola Hampton from shameless. They mean nice so nice. She's a fan of Andhra pools, like Haley, Joel Osman therre pairs Hilton's there. Then all of a sudden, David Arquette and his wife are there and David and I make eye contact and we follow each other on Twitter, but we've never met in person until this moment, and he's like, oh my God. Like literally starts having the fan boy moment over me. And we're like what is going on? We're like looking behind us mere that shnell whites. He's like Sheena stay right here. I have to get my wife like, oh my God. Like, she's going to die. We end up becoming like besties in like, five seconds. We're all taking photos together. We're having drinks. So much fun later that night we end up at an after party with David. It was like so much random unexpected fun that week. Yes. The way my new favorite person. I so funny. I wait to got him here and do some Schmidt against him because. Okay. You guys why didn't we think of this? So wait Marne you weren't there. You must the after party because he is a married, man. That had to be home, right? Yeah. You're responsible. We were out messing around, you know, having tablet certain about our new romance and whatnot. I was hoping some videos getting ready to send him to pay. So we somehow. I don't know whose idea was. But we decided to play like old school heads up where we have posted notes. We're writing people on it sticking them on people's heads. And you have to like ask questions guests who you are. Why did none of us think to right, David Arquette and stick it on David Arquette Arquette, it would have been so. Did start as name tags. Right. So, hey, nobody here knows each other. Let's all start with names, and then it did evolve into and then I think we got a little rowdy. Someone came some a nice lady who was not happy with us came down and goes all right, everybody. This is your ten minute. Warning. We're like I feel like we're maybe getting kicked out of a sleepover. Right. I felt like like like we were children being scolded. Yes. It was. So we ended up at an after party with marshmallow and still to this day. I don't think we completely new which one marshmallow. I don't know who the marshmallow is. There were like six nerdy white guys there, which I have the new exciting idea for any like nerdy, white guys who cannot pick up girls. This is what you do you hire a bodyguard for a night. And you go have him tell a bunch of really pretty girls. Hey, marshmallow or like daft punk or or some artists that nobody knows what they look like he's at this party. Come back with us. You get all these girls to come up. She and I were there and we're looking around we're like, which one is marshmallow. These all these guys are just these nerdy. White guys hitting around. I'm like, okay. It's probably not the two guys wiping down the counter and cleaning up after everything I'm like can't be those two but still. Like, I'm like, I have no idea who marshmallow is. But it ended up being such an epic weekend and night. Like, it was also like I mean, it was work related. I think Janet now has a jaw cameo. I hope so thanks to that weekend during the cameo family. Oh, I have some. Awesome podcast guests lined up. Thanks to that weekend. I mean, we met this one guy who is like now a New York Times bestselling author, but like starts telling us this story about how he kidnapped Joe Francis. And like want to prison for like ten years, the guy who started girls gone wild. Yeah. He sold us this whole story. And yeah, here's a book. I should really wanna read his book and said he's gonna send. But it was just like it was so good for like networking like. Yeah. It was fun. And like we partied in like, we met kidnappers. It was great. What was that? We were playing a game. That was someone. You know, give fun fact by yourself, and David Arquette's was all my God Affleck was a extra. That's so hilarious. I love that. Fun. Fact, he was spitting out some really funny things. He was in the trunk of our SUV of our Uber going to town like the backpack not the trunk. But yes, in the Trump of an SA whatever you have to be let out of wherever he was sitting. And he was sitting back there. We kept joking that he needs a podcast he called in the trunk with David David, and the he was the first person by the car, and he voluntarily jumps in the trunk of his car on the front seat mind. You was opened the entire Josh. David like, you kind of you know, you're pretty far guy ever hear play you guys. Like you get in the front. I think he was the one who even ordered the over by just spit firing all these like random fund facts it ended up being such a fun weekend. Like, I was so glad that we were hanging out at night me Gina enroll, and I was just glad that you like mentioned Sundance because I was like I'm shit going on. I thought my retrieval was gonna be the phone weekend. So I'm a wholly clear. No, Mike sounds like fun. Yeah. We gotta go back every year now Park City, Jeff Anita full town and just everything Sundance was so much fun. Yeah. Did you guys? Actually, that's what I was gonna say. Did you see any movies because we were sponsoring a lounge where we had a lot of folks that were premiering their movies. So that was kind of our angle being there was to meet as much talent as possible and talk to them about Camiel was amazing is like how many true listeners had heard of cameo had honestly, some of which booked cameos from housewives Sheena say. Janet for that matter who are your favorite celebs that you've met in at Sundance. So you guys had a cool spot down a little bit here. So my my history is in politics. So all the veep guys. I got to meet Gary from veep, and that's a role that I had previously lived out in my own life. And I kind of went up and told him that he thought it was cool that I'd done that. I thought it was cool. It he was, you know, mild Bossi's, comma, Gary just because it was that's his role geeked out of the UK. Gary suits in the Gary looking time ago Kerry. You can't get away with Gary like the thing. I think I'd say my favorite was I'm a big eighties. I love my eighties and Corey Feldman came through wearing a jacket yet. I still you know, I it was cool to see. I mean, I love all those movies like license to drive goonies. And what does that mean in Los boys Ivan did a road trip up the thing up to Santa Cruz to see the pier where they did it at I level that I grew up in England I like anything to do with the eighties and like high school in America, just loved. Yeah. But overall Sundance I think was successful weekend for all of us Janet came up on some money selling. Super bowl. So I was on vacation. Sorry. I'm searching Keiko's. Okay. Now. Let's get into Super Bowl. How did not one article come out? Like do. We are. We thinking it was Janet you're Mola's there guys. I mean because Johnny was with us both week. Johnny Johnny may have used that money to then leverage it for other things John is my roommate for for you listeners. Yes. But yet nothing nothing came out last weekend. I was like all right, guess guessing broke up short short still getting over it. What what would the quote? Oh, be still getting over breakout. So getting over even though it was shortened fresh, it it still stung. Yeah. That's what my quotes could be for the next tabloid. We missed out on two stories from Sundance one was the hops goal that. Oh my God. And saying that certainly lead into Martin telling us about his backstory and his wife and all that. Fun. Don't you? We. Funniest thing I've ever seen. I have a two minute. Video of you guys that I haven't sold yet. Maybe. Backstories? So we're the cameo lounge was there was this like hot sauce store? Just right across the way. And the guy thought it would be funny to buy these suckers and like challenge each other to like a five minute sucking session. And it's supposed to be like the hardware for let's talk. On any hill. So I don't know devils toes devils on the package of the sucker. Get said it had like a time thing if you could hold the soccer your mouth for seven minutes. It was supposed to I don't know make you die or something. We had a breakdown for the time, and you guys just tried for one minute, right? But how did we even get roped into being the two Guinea pigs who did that? I feel like you hopped on really quick we just get. I don't say. No to dare is. Fun. Fact terrible habit of mine. I don't say no to dare. So if someone dares need to do something I mean, unless it requires me getting naked. I'm probably gonna do dot com. You can dare. Pretty much. So they dare us. And I'm like, I'm not going to back down like trying to look cool for any boyfriend over here. So. So. Crime though. We said we would go up until a minute. And once the clock hit a minute. I was like am out. And then he was out point zero zero one seconds after me, which is where the real pain started comes literally like we need to post this video. I mean, I was crying. I'm sweating. I'm like de and I'm like, oh my God. How many more layers can I take off? It's mind you thirty nine even thirty degrees. It's like twenty something degrees there. So we're all layered up. I'm sweating. I'm crying. He's crying. It was so much worse after someone running to get you guys cheese because there was more or. I need to get him. And there was sugar you need sugar. That out the second Bobby to deal with. Them another one you have to go back back does now, but we definitely need to post at least a portion of that video because that was up. How could I have forgotten about that you guys moved so quickly as soon as the pain thinking gal guys both just like jumped up looking for water, and I didn't rate it was really hounding soda. That's not helping I'm like eating cheese and crackers. That's not helping water nothing was helping you guys are paying for like an hour after the food at the time was just what caviar and this. The little stuff. The cream that you put on the caviar. Licking creek. All the food was New Orleans food will spicy foods. Right. It's nothing was helping it took at least what is solid ten to fifteen minutes to feel normal again. And then after that, we're like okay fuck this like we're going to get drinks somewhere in a had. I dunno three rounds of Espresso Martinez. And heard this amazing love story for Martin. I have a little section. So a lot of questions came in on Instagram and want to get into. But I did want to talk relationships and stuff because just for my listeners. Are we all know this adorable love story, but just give us some background on you and your wife. Oh, so my wife's first crush. She met me when I was thirteen years old and we've been together seventeen years in September. And I don't say how long have been married with married ten. But like I does not really big deal to me because we've been together seventeen years we've been married pretty much seventeen years like we've been together. So loosen the met me at a fashion show. She went to an old girl school. I went to all boys schools in England in England. This is Brighton in England. And they awesome guys to be a modal in the show. She sold me. So that's Martin she knew my name straightaway. And she's just knew she was going to marry me. I didn't know at the time that she thought that way I saw damn she's hall. And I thought I'd like as a boy would I would like to done to her. I didn't think about to get married. Anyway, I got kicked out for being not. I know you can love that word. And then I I was sixteen is all what I was also off of this big scholarship to go to Harry and loss minute. I turned it down. And my dad was furious. Ame- how how have you done this down? They put it in the newspaper. It was a really big deal. It's a first in school history. Anyway, two weeks later, I met my wife, and that's been so she's been with me for everything we go swing goes we complete blessing. I told you that story about the of said, so I tell this story to people because I never know what people aren't for their life if they need faith. And unfortunately, my dad died January eleven two thousand eleven of cancer, and I gave up everything to helped my dad beat it. Unfortunately, we want successful. So a little I do is full, man. So I'm very grateful that my wife has no my dad since we're teenagers because she can tell kids about my dad, but the story was my mom went source spirituous about six weeks later. And in that she said mall. Tim will have Twingo's two years later. My wife's pregnant with twins. And I called my mom up at two AM in England's top you K. Tom said, mom Twingos. She was so happy to hear it, you know. And then they also said that my kids would come out early, but to be fair when you have twins is not coming for them to be temperature. So that wasn't too much of a shock. But my kids were born to a song by Christina Perri for a thousand years of always loved you. And it's the greatest presence. I've had in my dad people say how was like being the like that I've met I met my dad again, I got my phone cool. I got my phone call. My dad was because when he passed away we'll ever wanted was a fun, cool like of Landis, son. I could handle that. You know what I mean? Like, I can't see every day. I can't talk show every day. I can't hear how proud you all I can't. But that was my phone cool. And I tell people that story because I never know what someone's going on. And I really hope that that gives people faith that there is somewhere else. And just kind of whatever time you're going through just have that faith. I know. Most cry. After a mouser on fire were just like getting drunk having martinis listening to the cutest story have her and I'm still single. Just to give people an idea when I was so I knew I knew Stephen and Arthur CEO and Devon from Duke because my brother had gone to do. But they said you just need to be Martin before he joined the cameo team. So it was a great so texmart Martin. He's like luck tonight's date night. But I want you to come and have a drink with me and my wife little did. I know that I was meeting the real decision making Lucinda. When I got there. She's the one asking all the questions she sends. I mean, she she works hard for the company that I think both of us do combined. She loves it. So I think she signed off on me. Now, he's still the job. I think he made it. Yeah. You're just kind of stop taking Martin away from home. Now, I just want you to like embrace this relationship. So we can cameo. I would be everywhere automobile my knee at certain points, always doing it. Now to go to ball game on. I would be I would be doing everywhere. All right. So let's let's talk relationships a little so you clearly have we're both Janet and I both divorced. The he still hung up on his Axelle. Let's talk about keys to a successful relationship. Because you're the only one who can give any inside in this to me, the most important thing is communication. I sound sleep. But that's the most important thing. And also another thing good sex. I mean that like, I I really think physical attraction is very important people say it's not, but it is. And I really think that you both have to make an effort said, hey, you look great. You look sexy and make that effort to keep the relationship spicy. Things my accident. And do what does. To get lazy. Yeah. That's what I think. Most people do that. You know, you get comfortable you do kind of. Hey, I Don always appreciate my wife and go I love you. Thanks for helping out. So I think you're gonna make more of an F on that you keep it exciting. How do you stay? On the. My wife was getting kicked on the leg. Don't say this. That gives us a one tip to keeping things. Exciting. Cannot plead the fifth. Doc games never used it. What about the last gesture of romance or like cute thing that you've done for your wife? No, I'll terrible, by the way. All I'm no, I'm pretty cute was the lowest nice thing. I did. She told me, you know, made it a Cup of tea and Benxi like head one Cup of tea. I. Classy thing that's bad. Joining the voice I will. I will be fullest groups, probably so many, honestly, don't even think zero generous, man. Yeah. So what do you think has now I'm just naming w the relationship expert of the room? What do you think are some keys to get over an axe? Oh, oh, ferrall. Don't live in the pulse. Beefy? What do you think about okay on social media when you break up, it's it can seem petty to delete photos? But what do you think about maybe archiving them? So you're not constantly reminded of a relationship. You're no longer in. I don't know I roll the delete it posted if I'm long. All right. I need to step in. I mean, I'm not trying to you know, it's things that happened. That made me the person that I am. I mean, that's I gotta be proud of that. And granted, you know, last time I had posted it was like six months ago. So they were fairly recent at my feet, but no one was drafting. Nutso? My ex husband. I deleted all of them because I was in a new relationship or not of respect for him. I didn't want my poss- relationship on with my ex-boyfriend. The show was airing. There were so many photos that were posted that were storyline. And it wasn't totally made public yet for me. It was easier to just leave them up. I now would like to go back and delete them. But they're so far down in my feed that I post a lot more than us too. So that's interesting. You have like a. Yeah. Let's go. No lagging in the sense of what people think is going on your life and then six months, then your photos, right? It's kind of tough it is. And it's like for me. I mean, even the where I'm known right now. Spoiler alert season seven. Not on. Now, you're not. Refused. A film like some of the tabloids that I think it because you were didn't know she know at all I was talking with someone else. So they're like, oh, she knew wasn't getting laid summer. And I'm like, actually, I was there was just by someone who didn't wanna film, but whatever besides the points. But I mean, it is tough because in my life, we film in the summer, and then it airs in the winter. So I my boyfriend and I broke up in August. But then the show starts airing in December. And it's on until may so it's like almost a year later, I'm still having to relive this relationship. I'm not in we weren't even speaking anymore. And it's like now you see me on the show with Adam. And it's known that like we started hooking up, but this was back in July. So it's like, it's such a delay of where my life is. Now, I mean clearly in a new relationship. Because I've never I've never been in that situation. My god. What is it? What is it? Like how genes look at your ex boyfriend or your ex husband ju just hate them. Go. I never like old. You got you know, there was some nice times. And remember the good, and we like it just didn't work out. I don't hate anybody. And I don't like to live with regrets. I think you know, live and learn there's a bunch of lessons that I learned from both relationships. My ex husband had a lot of personal things that he was struggling with. And we actually are still friends. I mean, we don't talk often. But we had a good closure talk last summer. And it was like it put us back in a good place to where we can reach out to each other. And not be weird. My ex-boyfriend that was different because things didn't really end on the best terms. And then we try to stay friends. And then he just hurt me again. And then it was just like very much so back and forth. And I was like look, I know what's healthy and what's unhealthy, and I just need to cut this shit off. Off no more communication. And that was the best thing for me was just, you know, not following each other on social media, not going to the same places. I knew he might be like, I honestly stopped watching the show because I didn't want to relive a relationship. I wasn't in. And it helped me move on rather quickly. Whereas the six months before when it was like I was still in touch with him in it it didn't help. So for me. I don't I don't hate either of them. I don't speak to my ex-boyfriend anymore. But my ex-husband I mean, we also went to high school together. So there's a long history there, and he's someone I'll always care for just we weren't compatible for a relationship. So you to all Janet? The friends at the experts, I'm friends with my ex husband. I just let him actually he was just just came to visit. And he met my boyfriend we all went to dinner, actually, which a lot of people might find very weird. But you know, we were together for seven years and had a lot of great time together. And while I do hate him sometimes with some stuff, you know, there's always like we would still be together. If I didn't hate him a little bit. But for the most part, I can like get over that stuff because the stuff that I didn't like about him. I didn't like how he was as a husband. So now being friends I think it's a lot easier. And you know, we don't talk very often, you know, all the time. But when we do it's friendly, and we try to have enough respect for each other to be like, you know, we're not together anymore, but let's still be friends. And when he comes to LA, I'm happy to go out and have a beer with them, which is nice and by boyfriend at the same time, which was so great to me about you. Your husband ex husband boyfriend can sit which I don't know. I want to be good at that. I don't know why they definitely did you of like Latin? Pope suck Asari like when enough time has passed like I could've seen shea, Robin. I all doing that. I mean they had met before. So I think it just depends on the dynamic, but there's some axes that I think you just need to cut out for ever and not look back because even a few a couple of months ago like try to like be friendly with my ex-boyfriend again. And then he hears a rumor about me that was completely untrue and a different rumor a different rumor and just believes it doesn't even give me the benefit of the Dow sends me this long like fuck you like goodbye message. And I'm like, I'm sorry. What like done with you? You're the one who wants back in my life. I give you a chance. And now it's like you're not even going to hear me out. You're just going to believe what someone who you've known a quarter of the time said, so I'm just like you think you next. Sooner. I that's that's the relationship section moving on. It's a cameo and then we're going to get into Super Bowl. All right. So tell us how it started who were the highest paid celebs who gets the most requests like. On your culinary on Instagram. No, no, no. I have those dots. That's what we're doing. Then we're gonna do superpower. I want to hear the inception story of Cami start because I think this is a fantastic up. It was something that I passed on so many times. And I wish I didn't. But I didn't know what it was. I think and that's what I want the listeners than anyone who is a public figure TV personality to know that it's not some like pyramids game. And that's what I thought it was when I was like join Kamien, and I'm like oh. And then what then I've to get ten people to join in. They have to to make money, and it just it came off very pyramid scheme to me. And then once I had the right person Brandi Glanville tell me to join. I was like, yes, ma'am. Whatever you want. I will do oh you ally. So she was telling me about it. And I was like all right. If if you're doing it, then I'm down. And then it's like, I still am like, okay. Who else could I get on? And I think it's just such of fantastic outlet for fans to be able to have that personal touch with someone. They look up to. Right now ninety nine plots for the last eight years. Yeah. I don't I can't answer a stream ones. The, you know, the requests that are coming in that people are willing to put a value to and saying, hey, I really want this to happen. You know, that's all the price. Does it nothing? More than making sure that the talent is value in their time at the same time because they had going on. So how it will start? It was started wanna say was it twenty sixteen April. Seventh a buddy of mine Brandon who actually met the running stars potties now. Like one of the guys at the eagles. He had a son, and he'd really struggle to have kids. I was the second one. It was a boy was a big deal. He's names maverick. And I forgot to congratulate him like everyone's going to cool with him. Hey, congratulations maverick. I just got to do it. But he's so two days went by. He's a die hard see Seahawks fan. So have a friend catcher small. She plays the Seahawks time, I got an idea. I'll get him to do. A congratulations message and you'll love it. And all that. So he's want was late not nine one of those things. So I think is is driving these top off his g wagons tattoos and go change look. Great like, hey, Brandon. Congratulations maverick. I know he gets your let ability he plays the hawks one day. My buddy foot. It was amazing. It was the best thing ever best gift post on social media that was it didn't think anything of it six months later. Stephen who's the CEO of cabinet. And one of the other co founders his grandmother died and his Stevens. Uncle stooge Fola is the go father my kits. George fella yet. Yes. So. Films Iran, George to them like basically, everything that I've done in my life is because of an photo film's. I'm very I'm very grateful to those guys Randy, George, you know, obviously, his George mother had died steams, and I wanna pay my respects. So I flew in for the day. And I see Steven Steven did some like film financing together a few years ago. But that it just kind of fizzled out for us to just the numbers. Just wasn't their first of all the business. He went to work to link mine f l license and we being to each other. It was like we should do something together. Again, like we go to find some business, and we both kind of like, we let the tech. So that's kind of cool, and then we'll just go for ideas. And then I think so I think I got something a pull out my phone, and he showed Stephen the video of cash, and he was the best thing ever. He quit his job a few months later, which gave me a heart attack. Imagine we haven't made any money, and he's like, you quit your job. We then Stephen was friends with with Devon who Devin Townsend is the other co founder, and he. He was a tech guy zero one zero which me and Steve have no idea. What to do that was? And then it kind of grew from there and just now we got seventy five hundred influenzas celebrity favorite person on the platform, seventy-five and growing. Yeah. Yeah. So it's been a real blessing because we see some amazing things. We've just I mean, we've got guys that you know. You know, we from the talent point of you'd lie Fletch, I mentioned earlier. So I met CT fleshy he had a heart attack two years ago and needed a heart transplant and his revenue gone down because he was long posting videos on YouTube and wanted to find new revenue stream for his for his family. And he came on a cameo did really well, but through this we developed this great relationship. It's unbelievable CT Fletch. He's a motivational speaker. And he would do the two minutes screaming and shouting and eastbound breath off each video he's out breath off the video, and he's gone into heart transplants. We said so many Christmas I need to come off pot Kamya because I'm out breath. And then this is going to bit boring. Let's see. You want to keep signing about this one. You can't just start a story not Finn. I just felt like a bit long winded. That was oh. I listen to you all night already. Whatever you want. Anyway, like, he he he came off the platform because he's out of breath each one and then in January Coon backup Martin let's get back on because he needed the extra cash, and I just developed a great relationship with him. I had an idea what is going through because my dad had a liver transplant. Okay, different. You can never truly not someone's going through. But I did. And he's recently had a heart transplant and he's doing well. And he's one of my favorite people. He's inspired. So many people in cameo and one of my favorite stories is my little brother was up in in Vancouver. During a electro medicine, a little brothers, a medical mall, VO marvel, and he's in the body met this guy, and this guy's like what you what does your brother do just chat? And he said all my brother has that. So what's the app Khuda says who cameo Nagai's like no way I bought cabinet. And because he's English English sense of humor is like we take the piss, so yeah. Yeah. Even like making fun. Making fun of the action a cameo this kid lived in Southampton single-parent backgrounds and was going to give up acting look acting on the BBC EastEnders. But nothing was really like he wasn't making money. He wasn't support his mom and wanted to quit acting. So that he could get a regular help his mom out. I think a lot of people been for that situation. So anyway, he sold that C T Fletch one of these items like he's a father figure to him even though he'd never he said, I'm gonna buy Cami from him in the video says, listen, I want to give up acting anyway, CT Fletch goes now ain't the time even count and plate and quitting motherfucker. Come this goddamn fought called it quits is the best is one of my favorite cameras will time. So anyway, this kid listened to everyday for few months, and he landed Lee wrote in the new supreme Encinas, which I think it's chilling. Yeah. He's names. Chalk potomu. Yeah. Then I got him to do a cameo CT Fletch, and he starts crying and says he tries my mother fucking life. That's the power Kamya. And that's the thing that touches me so much like one CT needed like his fast. Come and help him out. You know, I hope it doesn't mean. Mommy Senate because he probably hate me saying, look, it was a charity case or anything like that. But the return he was able to do something motivational powerful for this kid, and he's able to fulfill his dreams speaking on motivational speakers than people so one of the guys, right? Thanks. Foul over here. So we actually met his name's admi- lot. He's gonna be here in the next couple of months on shenanigans. And he was accessible literally within what the first two minutes of meeting him so role, and I go to this pre-game to meet up with teddy Mon camp and her husband, Edwin who were friends of mine, and we meet this guy. Add I'm within the first two minutes. He just like felt like a bond with us thought we were dating. We are. Ours is going to go with it for this one. I'm not going to try and explain and he was like, you know, if you guys want a ride back, I'll give you one. And I didn't know if he meant like back, Dr hotel later, like if he thought we lived in Atlanta, and I was like, okay, thanks, and he was like, yeah. I have my plane years. So, you know, if you wanna ride back to LA tomorrow, we're like we'll I'm I'm sorry. What like just the nicest guy? He's like one of the biggest motivational speakers. He has I think the number six podcast in the world, one of the absolute nicest, humans I've ever met in my entire life and people like. That it's just like I mean, he didn't know us like for anything and just was so generous like I just wanted to give him a shout-out. Because now it's like just from mutual friends. We have this like new friendship with him. And he was amazing. And now I like wanna check out like all of his like, motivational speaking and stuff and like him and roll hit it off. And then the girls was kind of let the boys talk. I'm like we're like on the jet on the way back. Teddy Anaya just getting shit phase. We are on the plane. I run a Breathalyzer both weekends just for fun. So teddy and I won or lost. I think we won for sure. But we're just like in the back like mimosa after the most I'm like, the boys are all talking business. But it just ended up being such a fun unexpected weekend where you know, like rolling. I had our own plans yet plans, a friends I have plans a friends, and then we end up with tidy and Edwin meeting Ed, and now it's just like this new friendship with this amazing human who I just wanted to give a shoutout to. So you guys need some motivation. Check him out Shaheen bite him on our next couple trips. Get a little ride back and forth. To think she not even in that regard. Because I I was mesmerized by him. I mean, he I love that field. I love Tony Robbins. I love Tim Ferriss. And and he is amongst the grades and to have him, you know, unfiltered on unadulterated for five and a half hours is a blessing. I think, you know, presidents pay for that just to get that out of being the right place. Right time says that you know, that's thing yesterday. And I also think like it's not that he was just randomly inviting people. I think that the way you carry yourself view have good presence and get energy, then you're bound to attract the right people. I mean, he didn't invite anyone else. It wasn't like he was just meeting people the bar. Okay. You need a writing need. Right. I have room within the first couple of minutes and meeting us. He just liked felt something and just like wanted us around him. And I was like what can we do to thank him? So like rolling on your texting the other night. And we're like we want to like do a thank you or something. And so we got this like and he's so excited for it. By the way. I sent him a picture of it. And I got to show you his response. He was stoked, but he was I got his address and whatnot. And I was like the just keep an eye out. I said I couldn't attach a card with this gift. But and I sent you something it'll be there on Friday. And he was just like, I don't need you guys to do anything. He's just getting to know you was like a reward enough. And I'm like what like, you're so awesome. Like literally it was just like such a just unexpected meeting an encounter. And now it's like he's gonna have me on his podcast. I'm going to do his he's having Barack frigging Obama on his podcast next week. Like that guy is huge. He wants to be with me like low me. It was just like it was so crazy. But that's like the thing too about just like being in this industry. Is you never know who you're gonna meet never judge books by the cover like also with like going along with like, cameo and stuff. Like, this is why I do what I do because helping just the one person it's like, you never know. I mean, he speaks to millions of people. He's. Divisional speaker? But it's like just doing that. Like, we know how many people he's held. But just like one person like if I could even just be a fraction of what this guy is than I feel like I'm doing my job. And it just makes me wanna work even that much harder. Because I just I want to help people like more than anything. That's why do what I do is just having people be able to relate to like my story. And I've always had if I helped one person, you know, mission accomplished social point. Plenty. I don't need law journal my own in the five hours. You guys spent flying with him was there one piece of advice or like motivational, quote or something that he said that stuck with you will he told me that he found this version of himself in the space because he went to Tony Robbins retreat called date with destiny. Wow. And Tony Robbins pulled him up. And he said, you know, why are you here said I have a fear of public speaking. So I think what he said to me was more often than not our fears. Our greatest fear Senate, our gifts, noon, that's just how we get our lives. So he said that he had to overcome that too. Then now be you know, the person he is okay. Once again, very successful in business. But at the same time using that for good I like that using. Yeah. Bye go I hate the fairlon. Aw. I swear I live in fear personally that paranoia tick the keeps you motivated to keep going forward and self. Ain't healthy. Without that. I mean, it's a drive. I feel it to that nervous in that. I have to do something with my life. It's otherwise nobody else is going to do it for me sort of mentality. But that balance I want to find that balance where you know, living in that don't use that fear to drive you. I'll tell you what I would love is to me about the pursuit of happiness. Let life if you can find the happy spotlight just be happy. That's that's what the Mattis and like, that's why the them because I understand it. I totally get it. Like, that's what every morning, you know, Kevin is a platform. Video message for money. I get it. But like, you know, what I mean, that's finding that happiness Muslim Poon because we I mean, we then went into a situation where Edwin and we're talking about, you know, medication or some people do is that necessary as meditation enough, and I think certainly for people that are struggling meditation should be start because you do quite the mind a lot. I think that there is you know, gap between what are thoughts racing say us, and what's really happening and to be able to separate that distance that is helpful. So even just setting your phone down for fifteen minutes in a quiet room is like that's like meditating to me. I don't even have to do anything other than just have my phone in front of me. Sometimes we'll have a moment of gave me grief because I was on the I was one of the four lucky people on the WI fi on the plane at least famous person they're still WI fi from stole wifi from teddy. So nice. I didn't need to be on my phone once at a blast with teddy. And I will just say you're one of the few people, I hang out with who. I put my phone away for. So we're engaged. Shit. That's love. Is that right? We got a lot of questions on Instagram that I wanna kind of rapid fire through first one that came in from diesel was are you enroll actually dating you guys? Look so cute together. All right Davis. He works for Bill. Well, that wasn't the only one several others about that came in. Do not dating. I financial benefit or they dating cool. He made it he made the tone. He made the top ten list. Yeah. Underscore alexia. She academy Overson. She started. New boyfriend. I think you guys make a great couple. And what pretty wish it based on a couple fucking snap traps? I mean, she was looking people. That's I mean, we did look. Did take some cool little overhangs too. Anyway. Okay. Let's see. At the underscore three pies. And in a few questions, are you opposed to sugar daddies personally? Yes, I make my own money. Thank you can a man and woman have a truly platonic authentic friendship. No. It's his here right now. Why not I mean, not now it's tonic. I we were engaged. Now. What are you have a friendship? I like it's hard to meet someone of the opposite sex, especially if you're both single and just be friends, I have more girlfriends than I do guy friends for the most part believe that with you years. I actually I could see that. I mean, I've met you just recently. We're just friends. So I could see that. Yeah. And I mean, I have a ton of guy friends who I do not make out. The thing. Like recently, you've new guy friends, I guess you guys. But Johnny's my new guy friends. True true. Yeah, though. Well, and that's how I was like, yeah. I got like seven girls for you. He might come or. No. I think he's going to be in New York with you. Now. Well, we'll have to have a west side night. Let's see someone wants me to do. Marriage. Shod kill share robber, Eddie. Oh, just married. The ex husband again. Yeah. Tell the ex-boyfriend in shag the one who looks like Raul. Yes. Careful you might end up on page sixty. At Cari dot Iraq wants to know, why do you copy all of your friends first of all, okay? This is something I just want to point out because you don't know this. But so there's law on the show who theon say who sings acts make all that. I've done all that stuff on the show ready. I'm not copying her in any sense because I'm getting back into doing things already joined doc-. Who's also my show started a podcast few years ago. And there's been so many people saying recently that I've copied her by doing this for the past year. And I'm Mike there's literally six hundred thirty thousand podcasts in the world. I'm not copying. Also, you want to three and broadcast journalism. I literally went to school to have my own type of show whether it's radio or TV so I don't my friends. If I copy anyone it's Kim Kardashian style. So also, you totally different podcast vibes. I mean, she does a lot more of like, friends and stuff. Like that interview. A lot more people who are not on the show, exactly. Let's say okay for Caitlyn pen wants no for you Martin. What are you doing marketing wise to get more celebs signed up? Traveling every weekend. Yeah. I swear haven't been harmful to weekends well off three weekends. I haven't. No, as you said earlier, it's kind of getting you guys speech, your friends and say, hey, look, this is actually work, and I'm enjoying using it and kind of that kind of that would amount of referrals their time magazine to tell time magazine where fifty genius companies of two thousand eighteen lungs on Amazon nyc net flicks. Abby it wasn't. It was the what's that as well? Of the medicine one Twenty-three me. Yeah. My mom was proud of that one. That's a good list to be on time is a good brother approved with retard off that one. So we lead with that. But honestly, like for us the talent piece of it is the most successful like for someone. That's on it saying, hey, I made an impact I've made money I've done all these things that I I it's enhanced my brand to which some people don't necessarily see me to leave. But once you've once you've been on the other side of it, and you see people reshare in these videos and the impact it has. I mean, that's that's I don't know if I can say this I won't say who, but I have a friend who's on cameo who's made fifty grand six months doing videos, I referred him out. Yes. Killing sometimes inactive inactive is. Well, he's always like only on it. See? No, I know that I forgot about the NFL active thing. I only did that once I think when I was in Iceland because I didn't know if I was gonna have wifi the whole time. I might do it again when we're in Australia, although it's Australia twenty nineteen. Yeah. No, I know. But also, I was trying to when I was in Iceland. I was trying to like disconnect a little bit from social media and just not be on my phone all the time and just to be present. And enjoy the moments which I'm trying to have more of like when we go to Australia weeks over no one does everybody's recording. Every play. I wasn't. Story. Mike camera which I still haven't fixed. So I actually wasn't even able to be on my phone at that. They were why I'd like to. I enjoyed it. I enjoyed Adam LeVine taking his shirt off. I ended up sitting next to some gangqi baseball players Erica who is my sister's boss. Erica costs L does Wagner. She's amazing. She brought me to the game with her. We had so much fun. And I just I couldn't be on the phone because my camera work. Yeah. It was the half time show is bad in person as it wasn't real life. See I've heard so much fun. Would I didn't realize all these fireworks going off Al Qaeda that we couldn't see any of that from inside? I also was six string Senate top point. But it was so much fun story. Sneak me into the Super Bowl. How'd that work out? Not. Well, now it almost got her not into the Super Bowl. I had to talk my way, and because of one of the air goes already end so one of the ticket scanned one of them didn't. And I was like the hope was that one of the security guards be like, I know you are you're famous. Air quotes here. You're not going to try try to lie here. Like clearly of that wrong in the system. We're just gonna let you in. But no, no they're like over here. We don't accept screen, John. This not like this is not going to work. So then Finally, I was like, you know, what she has three tickets. I think I was like she's already like in there like she's not getting me the other tickets. I can't log into her account. I was like one of them worked one of them. Didn't can I just have her send the third once I get into her. So he can get in. And they're like fine. Just go with Joe famous person. Non. Sorry later. But thank you for letting me bar your jacket, by the way, who's probably gonna take the one. You have off you anyway, six being here guys on. Yeah. I told him with easy. They're like so nervous. The. Today. Then today, then rolls calling me. I'm filming the Vanderbilt rules after show earlier my phone. He's calling me like we're nervous. I'm like, oh my God. You guys are guarantee. You I will call you five signs. I say anything stupid. Listen back to the. Don't worry by see. This was fun. We can do this again, we can have like a fun like topics conversation bring a relationship expert, and you. The other side of the story, and we're seven days out from Valentine's Day at least right now. So people want cameos for Valentine's Day, we have a lot of the bathroom. Chris Hairston, dude cameos through that. I saw great. We have some some heartthrobs on their day with John Tucker. What's what else are we going to guys? Was twilight. Twilight on that pretty cool. That's a Valentine's. You wanna vampire werewolf pardons? Been watching more the Teletubbies these days, gosh, five-year-old, curls. I do I do. Out. Thank you for having us. Yeah. And we'll be back next week with Nima from shahs of sunset. We got Valentine's Day coming up my single better without you will be out in a week. I'm so excited to release that for you guys. And then I think we're going to start taking shenanigans on the road. We're going to do Vegas. We're going to do Austrailia. So stay tuned. A lot more fun to come twenty nine thousand nine hundred great year, so far and yeah, thank you for being here. Thank you. Thanks for listening to shenanigans. Download new episodes every Tuesday, it's scribe on the podcast one app at podcast one dot com or at apple podcasts. And don't forget to rate and review the show on apple podcasts. I got my girl with me. Table get into. Me. Get it in the club little bucks. Now is the chance to use reliable energy to grow your money with the dominion energy reliability investment. Our new investment product offers competitive returns, no maintenance fees and flexible online access to your money. Make the reliable investment in reliable energy, the dominion energy reliability investment to find out more. Go online to reliability investment dot com. That's reliability investment dot com. A workplace shooting near Chicago leaves five people dead. I'm Jacky Quin with an AP news minute. The police chief in Aurora Illinois, Kristen Zima says when officers responded to a manufacturing facility several of them were shot. Other officers went in to make a grim discovery. Victims inside the building. At this time. We have confirmed that five victims are deceased the forty five year old gunman died in a shootout with police in California. A third storm victims been found a man swept away by floodwaters in sage east of Los Angeles. They're still a threat of mudslides. Worrying residents in sausalito. I don't think we've been storm like this for decades and some three feet of snow in the Sierra Nevada's Chicago police say the two suspects have been arrested in a reported hate crime against actor Justice, small it. I'm Jacky Quin.
Scheananigans with Scheana Shay
Aired Last month 26:48
Federated's Orlando: Bullish on Stocks, S&P at 3100 (Podcast)
Welcome to the Bloomberg PNO podcast. I'm Pimm FOX along with my co host Lisa Abramowicz. Each day, we bring you the most important note worthy and useful interviews for you and your money. Whether you're at the grocery store or the trading floor. Find the Bloomberg PNL podcast on apple podcasts. Soundcloud and Bloomberg dot com. We are broadcasting from the Bloomberg interactive brokers studios. I'm Pimm FOX along with Lisa Abramowicz. Our guest now is Phil Orlando. He's the chief equity market strategist at federated investors. Thank you very much for being here. Phil, always a pleasure. Thanks for having me back. Happy new year belated happy new year to you. We in a trade war. We've been in a trade war for a while US, China Scituate. Yes. Yes. But but one I, you know, I don't know if trade wars the right word negotiation skirmish. I mean, we think we think there's a light at the end of the tunnel where hoping that light is not the headlight of an oncoming train. And we think over the course of the next two months. We're going to get some, you know, some visibility on this. How would it sorry? But how would it investor actually position a portfolio until they find out whether we're going to get an increase in tariffs? Whether it's going to cost more to make products, anywhere. That's a great question. So what what we've got in our opinion has been this elaborate kabuki dance that's been going on for a while. Threatening tariffs. And and you know, this and that in order to achieve the objective. Now, what is the objective? So you look at the situation from financial standpoint United States is wearing a six hundred billion dollar balance a trade deficit against the world and China slightly more than four hundred billion is is is the largest defender. That's the reason why why the administration I think has focused their attention on China. Now, what these discussions negotiations, we're we hope they end up this March first deadline is two fold number one. China agrees to narrow that deficit cut in half. Let's say to something in the two hundred billion dollar neighborhood by buying more of our stuff that they need agricultural products. Like soybean and corn energy, aerospace and defense latronic automobiles things like that. The thornier issue here is the the theft of intellectual property, and that's that's. I think this thing gets stickier. Now, our view is that this ends well that the United States is under pressure. The Chinese economy and financial markets are under pressure. The leaders want to come to a deal. And so that's our base case. Now part of the twenty percent correction that we saw stocks over the last four months of the year was impart based upon the market's perception that this ends badly. And that we're looking at a recession in the US, maybe a recession in China, maybe a global recession based upon our analysis that that's not the right conclusion. So we're actually pretty excited with the SNP at twenty three hundred you know, right around Christmas. We we've had this nice ten percent rally over the course of the last couple of weeks. We think we're running into some resistance here. We could absolutely in our view see a re-test over the course of the next couple of months, but there are these three critical signposts in March the. Trade thing with China being the first of them the FOMC meeting in the middle of the month. And then the Brexit deadline at the end of the month. We think we get some clarity some positive clarity. And all three of those issues over the course of the month of March. So this volatility that we're seeing in the first quarter. We think leads to a much better environment in the back nine months of the year. So we think the market's going to end up, you know, in pretty good shape. People look at our forecast and say, you guys are lunatics. But look if those three things fall into place, and we think they will we think stocks are going to be a lot higher twelve months now. So let's talk specifics here because we did just report that BlackRock is playing cut three percent of its global workforce comes day after State Street said that they were going to be cutting a significant portion of their workforce we've seen financials on the asset management side as well. As on the banking side, really beaten up. Are you seeing value there? You know? You know, I've been doing this now for thirty nine years, and I've noticed a trend that that when the asset managers do these things hires or fires. They usually do them at exactly the wrong time at the inflection point in the cycle. Wouldn't when they're hiring people. It's usually were about to get a big blow off on a bull rally, and when they're firing people's usually at the bottom of the cycle, and we're about to take off our best guess based upon what we talked about the China question is that stocks are going to be a lot better shape. Twelve months from now on the today. And if a couple of the big bellwethers are laying off a couple of percent of their workforce that gives me greater confidence that we're at a we're inflection point ready to go higher. Although in fairness the asset management industry is facing a pretty fundamental shift toward passive management toward reduced costs. In a lot of other things that are causing them to to reduce headwind over hill. And that's an interesting point in. If we were to have this conversation. Two years ago. I would agree with you wholeheartedly. But if you look at the trends over the last couple of years. The active is actually been beating passive from performance standpoint. Over the last couple of years, let's be honest. And and we're starting to see that shift back over to active management in terms of asset flows versus passive because investors are looking at their statements last couple years and say, wait a second. All right. I'm paying fifty basis points less on fees, but I just gave up five hundred basis points in relative performance. Maybe maybe there's a place where we're both of these strategies can coexist killer Orlando, you still have a thirty one hundred price target for the S and P five hundred twelve months out. Yes, we love months out. Okay. So we're twenty three twenty. Let's say twenty five right now, you're just under twenty six hundred. Yeah. All right, you we bought them to twenty three fifty right around Christmas. What I'm telling you is. We just rallied ten percent up to what we think is a resistance level at twenty six hundred. I think over the next two months, we could absolutely retrace that level. Let's call it back in that test Twenty-three hunt. Yeah. I think we're going to retest. Ninety three hundred because of concern about Brexit, and the fed and China and the government shutdown and the stuff that Lisa just talked about with the layoffs and whatever's the labor market at risk. And then I think is as we get through this first quarter, in my opinion, get some positive clarity on some of these issues that I think investors say, well, wait a second. We just contracted multiples from eighteen times earnings to fourteen times earnings because we thought the economy is about to roll in a recession. That's not happening. Inflation's? Two percent treasury yields are two point seven percent. We need to get multiples back to eighteen times earnings and that multiple expansion with a little bit of earnings gain, maybe five or six percent. This year is going to give us a nice rally in the last months of the year says just thirty seconds here. What were you buying with most conviction in the December sell off? I think energy and emerging markets of the things that look most interesting to us here over the last couple of weeks energy, stocks number market stocks. Yes in any particular nations. No, I'm not that smart. Come on. You don't give yourself enough credit fill a love your insights. It's always wonderful speaking with you. And I like the bullishness. And honestly there is a question, especially if President Trump really is using the stock market is a gauge of his success that he will do everything that he wants to do and can do to keep it up. So there is that also tale tailwind that is potentially boosting markets as well filler Orlando. Thank you so much for being with experiment. Filler Landau is chief equity market strategist at federated investors. The minutes from the December Federal Reserve meeting indicated a willingness to way to sort of dovish tilt that has given some market some confidence joining us now Steve blitz chief US economist for TES Lombard, and he joins us now by phone. Thank you so much for being with us. I'm just wondering from your perspective do think that the Federal Reserve will hike rates again this year. No, I don't and first of all happy new year everybody. No, I don't I don't think that in a hike because I, you know, you always get very interesting fedspeak with which has at the moment, this notion that the asset markets of pricing one world and the economy's different world when we all know that acid prices determine economic activity. It's how monetary policy works. What has occurred? To date, especially in terms of the curve in the fixed income markets. The treasury markets will not grow the average growth rates of the year below trend. So let's call it one and a half two percent and in that environment. There's no reason why the fed would increase rates stay blitz. The believe that the Federal Reserve fully understands and concurs what the notion that economic growth is dependent as well as the direction of asset prices is dependent on their monetary actions. Well, it's it's it's it's it's a great question. The short answer that question, obviously. Yes. Otherwise, what are they doing? But when you look at the minutes, and they talk about what are the risks to growth, they put Bata Terry policy about fourth. And I is what's happening in the global economy and second is the shift. From simulates to Alaska stimulus drop over the stimulus from the from the from the federal deficit, so those two factors in and of itself is number one and number two, and then they into other things. So at the moment, they're seeing their policies somewhat benign. I disagree with them. And I think the reason they I they see that is because they're looking at the level of nominal rates against growth in the economy. And the saying, you know money is still cheap to an air percent funds rate against for odd percent, nominal growth and GDP. But you have to look at it as an adjustment you've gone from ten years of zero rates to the money markets being a viable asset and ten years longtime. There's a lot of habits both on the borrow in the investing side that reflect zero rates and last September when the funds rate went over to we know from behavioral. Finance people don't react continuously they act reacted discreet steps. And that scripts step was when got to handle on funds, and all of a sudden, the expression is the dime dropped and that would have to be especially that people haven't been in the market ten years. But no, let's talk about the balance sheet because this is where the focus is turning the four trillion dollars of assets on hunters balance-sheet. What do you expect them to do with that? How much does that really affecting that sort of shrinking of it? How much is it actually affecting markets right now? Well, I think it's two parts of their balance sheet that are that are up for discussion. Okay. So one which was in the minutes, and I'm going to dismiss us. But just put that aside. I don't think it's relevant for this discussion, which is the impact of franking the balance sheet and the internal plumbing a Bank funding. It's an issue and this fund rate mean anything anymore and all these things, but that's that. It's an issue. The contingency planning. It's important, but it's not important at the moment. And what's important at the moment is that the fed is stepping away from buying three hundred billion of treasuries this year, plus whatever the banks of pulling themselves out of the out of reserves and transferring it elsewhere, which means the fed has to adjust their assets by selling it affect more treasuries other than that really selling. But in any event, they sell to make it easier at a time when you have a doubling of the deficit, and that means that the private markets have to not only accommodate and for what the treasury selling. But for what the is not buying. And that's what has the markets bit spooked. And if you notice with the drop in yields at in the terminal level that turns to ten year even five to ten years. The real yields haven't gone down that. Much. The inflation premiums dropped a lot and the real yield estate up because you need to attract that capital to buy treasuries. So I think it means a lot. And I think that it was telling that when Powell was at the EA last Friday, and we'll hear what he has to say today, if he if reiterates the comments or expand upon them when he was the first time he said, look if and they said it in the context of treasury issuance that in the context of treasury issuance, if they think that the fed matters that the Fed's balance sheet policies matter they will adjust their policies, and I think that and then we have limited time. But I think that the first step the feds gonna make is the taper not end. But they're gonna taper the pace of q t and they'll get a nice, you know, PR benefit from that. And maybe they go in and instead of buying seven to ten year, pay paper, maybe. They buy some bills to try and get a little steepness back into the curve. Thanks very much for being with us. Steve blitz is chief economist at T S, Lombard speaking about the Federal Reserve and US interest rates. The retail picture not very nice today for investors may see shares down about eighteen percent. Matt Townsend joins us here. In our Bloomberg. Interactive brokers studios. Mad is our global business. Reporter for Bloomberg news, and you can follow Matt on Twitter at Matt underscore town CIN. Okay. Matt underscore towns. And I thought that the holiday shopping season was supposed to be gang busters, and every was be right for the retail industry that that's why this reaction is. So steep. The story going to this was yes, this this is going to be robust holiday season. Maybe the best of the recovery. Last year was was basically the best of their coming to that point. So, you know, investors had this idea baked in that this is going to be good holiday, retail suppose could results results. Good throughout the year. Macy's comes out and says our sales were weak. We're cutting our earnings forecasts earnings guidance and the whole market sells off so investors are just pouring out of retail stocks. That's what I'm wondering is our investors overreacting to eighty syncretic issue with Macy's considering the fact that the guidance wasn't that bad for target bed bath and beyond even guided upward investors, basically are saying, we don't believe you. That's the question is this a department store issue Kohl's and other department store had underwhelming report on their holiday sales. The thing about target which some of the analyst. We're calling out was yes, they had this five percent growth, but they didn't raise their their guidance for the fourth quarter that didn't say anything about profits. So every holiday there's this big. Battle between after sales or do you protect profits after sales, but hurt your profit? Investors are going to you there. If you don't hit on sales. They're gonna hit you there. So yes, this is radio raising red flags in the investment community that maybe the holiday isn't as good as expected and consumers may be ready to pull back on their spending potentially. Well, if you look at all of the websites of these major retailers, they are all offering discounts and sales of up to twenty percent at kind of matches the decline in the stock of Macy's and Macy's is offering an extra twenty percent off an extra fifteen percent off. I mean, if they've trained the customer to wait for sales until wait until prices or cut what hope to they have maintaining those margins. Right. That's what we were talking about this morning is shoppers are so savvy now, they know all the prices, they know all the promotions and the base, and they do how to use mobile phones compare and contrast, so you're right. A lot of shoppers do wait till the end for for discounts or sales. They're very savvy. Just back to stores one of the things if people are shifting their purchases from department stores to say target, you know, we don't know WalMart WalMart did yet. So maybe WalMart did. Well, that's also a potential sort of negative signed for the Konami if the trading down effect of shabas are going from a department store shopper to a discount shopper. So can you just give us some perspective here? Have we heard enough to know that? Yes, Macy's will be a bellwether for retailers in the first quarter. We have not. When the dust settles when they all these companies are port to fourth quarter earnings which won't be February because their quarters run through January. That's when we'll really know. And so this could just be you know, Macy's and Kohl's did not have good good holidays, but best buy WalMart. Did really well. He's other chains. Obviously there's Amazon that was our big holiday player. So we'll see the story is not written at this point. Taking a look at Costco. For example, Costco, wholesale same store sales in December up seven and a half percent. That was the same store sales for the total company that was US stores. So the total company up six percent stock is basically on change. So maybe they got it. Right and Macy's got it wrong. Right again, Costco, a discount play. That's that's what we saw in the last recession was there was this sort of deterioration among the sort of middle income retailers and consumers that are more worried about their finances. Shifting down to the discounters dollar stores things. Like that. I think what it does do is it casts. Some high skepticism on all the claims about how the holiday season was fantastic. And I think that that perhaps is the big takeaway. So a little bit more caution heading into the earning season forty to fifty percent all off all coats at Mason. And I believe if you're you know, going to rush out Matt Townsend fifty to eighty five percent off for menswear. Good to now. We'll let you go off. And that's what you do at your desk all day. I'm sure not at all he is very hard working reporter Matt Townsend for Bloomberg news joining us here in our Bloomberg interactive brokers studios. Crude oil today falling after a string of increases the value of crude on the NYMEX fifty two dollars thirteen cents for a barrel of crude that's decline of about a half percent here to help us understand. What's going on in the world of fossil fuel? Stephen Schork is the president of the short group. Stephen. It's always a pleasure to have you with us. What do you think the price of oil is going to be at the end of the month? We staying around fifty fifty two dollars a barrel. Yes. I don't see him scowling significantly higher. Perhaps we can make a foray into the mid fifties. Keep in mind that we had a significant sell off at the end of twenty eight teen where spot prices got down to about forty two dollars. So we're solid ten dollars a barrel higher. We're pretty much now at the bottom of the market. That is to say, I think that's forty two dollar number was overdone. You had a significant amount of psychological factors pushing all markets lower. And I think all just fell in sympathy with everything else. So the market obviously got way too low at forty to fifty to fifty five when we look at the economics of pulling a barrel out of the oil generally in here North America. You're sensually at the bottom to concern now going forward why we'll probably see a cap on prices for at least the next two months, Pimm is that demand for crude oil now is strong. But in the months ahead, and certainly by the end of the first quarter demand will be significantly lower. Because refineries here in North America and northern Europe will go into their maintenance season. So they'll begin buying fewer barrels on-the-spot market of crude oil, which should lead to some overhang going into the second quarter. I'm just wondering why have analysts gotten oil so wrong. What is the big variable that people keep underestimating with oil with boil right? Excellent question Ali. So and I think as certainly with regard to oil it's similar to what a natural gas where we tend to look solely on the supply side. So we I think at this point we put too much weight on the impact of OPEC part of the run up that we saw back in September. We keep in mind that we had about ten dollar rally in September. Which is at the weak demand part of the month on speculation of what depending Iran sanctions, which went into effect on November first we're going. To impact the market. So we're always looking at the supply side, and we tend to ignore the demand side, and I think gauging demand whether it's in oil natural gas that is really the arc to forecasting right now in similar to natural gas where I think too many four cats took into consideration record production and completely ignored. The fact that demand was keeping pace with that production. Do believe that Saudi production will remain at its current level. I do I think I will have to if not the we'll have to put more barrels on the market the US perhaps now is producing as much as twelve million barrels a day, which is by far the largest producer in the world. I do not expect to see any sort of significant pullback in that production even down at these levels giving that last summer production for twenty nineteen you had the ability of our at least two months to hedge at seventy seventy five dollars a barrel. So I do believe we have a significant amount of future production that's already been sold at these levels. So those producers will have to continue to produce to offset those short positions in future market so Saudi really cannot up production. I think at minimum they will maintain production. If not have to pull production out of the market, given the strong response by US producers sort of interesting talking about how people are overestimating OPEC, I'm wondering what's the perfect price for US producers US producer right now. Keep in mind twenty four teen when everyone was under the assumption at the end of that year that Saudi Arabia was trying to derail North American production. I said a dead and said it ever since and I'll continue to say Saudi was not trying to the store US production because they couldn't destroy US or Canadian production. So that said with Saudi Arabia actually did in twenty fifteen was give the industry a shot in the arm and at did all the heavy lifting. That defense cheap capital created that bubble. So now, I'm getting out here is that us producers are much more profitable at level levels. Given the efficiencies they've created over the last three years so at a minimum depending on the play you can make money with oil as low as twenty five dollars a barrel thirty five dollars a barrel. But if you're going to take a blended price, I would think say that we are at these levels looking at my Bloomberg oil right around fifty two dollars a barrel. We're pretty much at the bottom of market. You would wanna see oil back to where we saw back in September up around that sixty five seventy five dollar level. And that would certainly be a sweet spot for US producers, Stephen Schork in about twenty seconds. Do you believe that the gasoline shortage in Mexico is going to have any effect on the price of oil? No, I don't actually him at this point. I don't think the Mexican shortage at this point. We'll have much of an impact especially given that gasoline supplies here in the United States are at an all time high and that will continue through the first quarter. Thank you so much for being with us oil definitely an important topic right now because it's also been a driver in inflation expectations as we've seen oil rebound. So to have five year inflation expectations which have had their best four day rally in a very longtime. Stephen schork. Thank you so much for being with us. President of the short group. Thanks for listening to the Bloomberg PNL podcast. You can subscribe. And listen to interviews at apple podcasts. Soundcloud, or whatever podcast platform, you prefer. I'm Pimm FOX. I'm on Twitter at Pimm FOX. I'm on Twitter at Lisa Abramowicz. One before the podcast. You can always catch us worldwide on Bloomberg radio.
P&L With Pimm Fox and Lisa Abramowicz
Aired Aired just now 7:56
Stephen Duffy Reads "What the Fuck Was I Thinking"
This is the poaching Zine podcast for the week of January twenty first twenty nineteen. I'm gone chair editor of poaching magazine. I am Christina Pugh consulting editor for the magazine. And I'm Lindsay garp associate editor for the magazine on the poetry magazine podcast, we listened to a poem or two in the current issue. Stephen Duffy is a singer songwriter and founding member of the eighties English band. Duran duran. He's also recorded as a solo performer and with his own group. The lilac time the lilac time song the simple things is being released online. As part of the magazine's January issue. Duffy also wrote a prose piece for the magazine about poetry and its influence on his creative practice which began early on. I went to a very. It wasn't an experimental school. But it was the sixties. They took the doors off of my primary school. You know, when I was how old seven eight nine. And then they realized how noisy it wasn't. They put them back on quickly. But it was kind of experimental, and we'd do these things like crawling around under the desks trying to imagine what it was like to be a minor. And then they'd say write a poem about your experiences of crawling around under the desk, and what it's like to be a minor. I wrote opponent, and they said this is really good read this ad in assembly. I let the poem at home. And they said what what what are you going to do? And I wrote another one within ten minutes before we had to do it. And that was when I realized I can do this. So it was poetry and performing it. That was the first thing I ever did I suppose as a ten year old as a teenager Duffy still dreamed of being a writer, I go to tie bright. So when I was a kid because I got into that. Jack, correct thing of the role of paper. And and I actually said up my father got me a roll of paper he worked for GPO, which was the phone company. And I had this big role a paper, and I sat down, and I was fifteen and I had I just you know, it was it flattened me. Maybe if I put a tiny piece of paper, and I might have written something. But I couldn't think of what to say. And then I right. It's I was writing songs already, and I read all of these millions of absorb things, and I could never put the songwriting and the poetry and the pros writing together defeated eventually write poetry. But he also became a prolific songwriter and by the nineteen eighties. He was an established musician. Yes, I wanted to be a pilot. I wanted to be the great in. But what would it be? And then the great electric poet, the great since poet of early eighties Britain, I had this this ambition, and then I became successful. Kind of lost focus around this time Duffy's band manager submitted his poems to none other than the who's Pete Townsend who worked as an acquisitions editor at Faber and Faber in London Duffy received a letter back from the publishing house, but he never responded could eventually started to publish poetry, which would have been in such a different path. Like can't believe that. I did not know what happened. I remember anything about it. I'm sure they're not weeping. But you know, it's one of those it could have been a completely different life, folks. One with less money. Bye. Bye. Call. This is Stephen Duffy's big hit kissed me, which he released under the name Tintin. Doc in. By nineteen Eighty-six Duffy turned away from traffic music and return to the political folk music of his youth. That's when he formed the lilac time. And of course, I was dropped by my record labels. So quickly in one thousand nine hundred eighty six or whenever it was for for daring to do this sort of folksy thing. But that gave me the. You know, I just this is where my heart is the lilac time is about to release their tenth album thirty three years after their first. Here's Duffy reading from the lyrics of one of the songs on that album. The simple things. We set on the threshold and listened to the silence, whereas all the music on nostalgic for the future. They fast tracked to a dead end when shit happens. Life goes on. So what is this all the bad thing? Singing, these sort of naive songs of protests, unless this is the same sort of thing. We hold nothing. We come round slow. Gestures with stunts for. Not the. Nat here. Stephen Duffy reading from what the fuck was. I thinking his piece in the January issue. In one thousand nine hundred six I was walking home one lunchtime along Ken highstreet in those pre internet. Search engine times some uncertainty prompted me to drop into a book shop and buy a pan introduction to fifty modern British poets, it was twopence ninety-five. And so modern it included hardy Housman Kipling, I walked up Kempton hill road and looked at the derelict TASR is in observatory gardens. I had the Faber book of twentieth century verse in my duffel bag, and I was wondering home to write a song like your body's stars by Stephen spender, your body's stars his million glitter here, I am lust amongst branches of the sky here near the breast here. My nostrils here where vast arms like streams of fire lie. I wanted to finish the first lilac timeout and needed three more songs no longer with virgin records free to make my way acoustically and independently I. I carried on walking up lab brook grove to harvest road, Queens Park and on the top floor of one hundred thirty nine overlooking the Brickyard and the railway lines and Dan pass traffic tower and beyond observatory gardens in the late night. That had preceded it all I wrote you came to me next to see happy on the road to happiness and thinking back today's before I wrote the nights spent crawling like a snail on black velvet about Birmingham and youthful drunken co cattery. Then thinking ahead. I wrote if you get married you'll find that. It's true love becomes a savage. But what did I know a puff from the spock's the came from pines? You can read what the fuck was. I thinking by Stephen Duffy in the January twenty nine thousand nine issue of poetry magazine or online at poach magazine dot org. You can also listen to the lilac time song the simple things before it's publicly released by visiting poetry magazine dot org slash lilac time. We'll have another episode for you next week where you can get all January episodes all at once in the full length podcast on soundcloud. Let us know what you thought of this program. Email us at podcast at poetry foundation dot org, and please linked to the podcast on social media. The poetry magazine podcast is recorded by Ed Herman. And this episode was produced by Curtis FOX and Rachel James. The theme music for this program comes from the Claudia quintet, I'm Lindsay Garbutt. I'm Christina Pugh. Am I Don share? Thanks for listening.
The Poetry Magazine Podcast