A(z) Brad Freeman csatorna legjobb podcastjai (2024)

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Ep. 111 - Fundasy Investor: Insurance Sector 42:39

2d ago42:39

42:39

You can follow Fundasy Investor here. In this conversation, we cover: Will’s investment philosophy Why Kinsale is an especially interesting company A mini masterclass in the insurance sector Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people f…

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New Insight: A Look at the OcuLenz with Michael Freeman, CEO of Ocutrx 29:28

4d ago29:28

29:28

Since the mid-20th century ushered in the ‘Information Age’, a desire for innovation has driven the pursuit of technological advancements. Many may immediately consider the transformations personal computers and smartphones have had on modern society, but these advancements have transformed the fields of medicine time and time again. In the latest …

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Ep. 110 - Mark Brooks: Tastes Like Chicken 41:39

9d ago41:39

41:39

You can follow Mark on X here. In this conversation, we cover: - how in every business, there is a "tastes like chicken" layer - why marketing and accounting are underrated business functions - why business transparency can lead to healthy company cultures - and much more! Thank you so much for listening, we really appreciate you. - If you have fou…

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Ep. 109 - Ian Cassel: Master of Microcaps 48:26

16d ago48:26

48:26

You can find Ian on X here and apply to Microcap Club here. In this conversation, we cover: Ian’s philosophy Top down: Good story, scarcity (1/1), tailwind, undiscovered Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years) Ian’s edge with personal management relationships Why investors’…

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Ep. 108 - Andrew Martin: Small Cap Star 46:49

23d ago46:49

46:49

In this conversation, we cover: how Andrew Martin has been able to crush the market the filters Andrew uses to sort small/micro cap stocks some examples including Shelly Group, McCoy Global, and Cyviz Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help mor…

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Ep. 107 - Alex Pitti: Medical Devices Sector 48:54

1M ago48:54

48:54

In this conversation, we cover: - the medtech approval process - why reimbursement is so important - many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath Thank you so much for listening, we really appreciate you. If you have found this valuable, please consi…

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Ep. 106 - Drowsy Investor: The Art of Long Term-ism 39:14

1M ago39:14

39:14

In this conversation, we cover: - how Drowsy's grandfather held Coca-Cola for 50 years - Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc) - how time is the friend of conviction - there may even be some small appearances from his son in the background 😅 Thank you so much for listening, we really appreciate you. If you have found thi…

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Ep. 105 - Brent Beshore: Permanent Equity 52:52

1M ago52:52

52:52

You can follow Brent on X here and find out more about Permanent Equity here. In this conversation, we cover: - why Brent loves finding niches - the hygiene layer of business - what types of questions Brent asks when assessing a business - some examples from Permanent Equity's 15 company portfolio - why an owner moat might be a bad thing Thank you …

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Ep. 104 - Brad Freeman: Stock Market Nerds 49:25

2M ago49:25

49:25

You can find Brad on X here and find his newsletter here. In this conversation, we cover: - Brad's investment philosophy of finding companies that have to do less work per customer - Nubank's investment case - Differences between Nu and SoFi - How Brad doubled down on Meta - Some other companies like Crowdstrike, SentinelOne, and Duolingo. Thank yo…

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Ep. 103 - Nick Peters: Internal Honesty 57:20

2M ago57:20

57:20

You can find Nick on X here: https://twitter.com/nicholasp66 Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: ⁠Premium Research⁠ Website: ⁠ht…

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Ep. 102 - Jeff Davies: Energy Sector Breakdown 54:56

2M ago54:56

54:56

You can subscribe to Jeff's substack here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 A few of the companies mentioned: 1. Exxon 2. Chevron 3. Transocean 4. Tidewater 5. Chesapeake Energy Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a…

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Ep. 101 - Investing Bear: Maintaining High Standards 56:40

2M ago56:40

56:40

You can follow Drew here on X. Companies mentioned: 1. E.l.f 2. Duolingo 3. Shopify 4. Paycom 5. Aehr Systems 6. Klaviyo 7. Walmart 8. Amazon Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more …

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Ep. 100 - Francis Odum: Cybersecurity Sector 43:08

3M ago43:08

43:08

We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain. In this episode, we're going through the cybersecurity industry. Here are just a few of the companies m…

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Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2 51:10

3M ago51:10

51:10

This is part 2 of our sector analysis on semiconductors. You can check out Doug's substack here: Fabricated Knowledge. We go deep on semis. Here are some of the companies mentioned: 1. Nvidia 2. ASML 3. Applied Materials 4. Intel 5. AMD 6. Synopsys 7. Cadence 8. TSMC 9. SMIC 10. KLA Corp 11. Lam Research Thank you so much for listening, we really a…

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Andrew F. Alexis, MD, MPH: Discussing Controversies in Acne, Rosacea 8:41

3M ago8:41

8:41

Episode Highlights: 0:16 Intro 0:28 Overview of presentation 0:38 Acne and post-inflammatory hyperpigmentation 01:35 Approaches to take 03:21 Rosacea, use of dermoscopy and symptomatology assessment 04:59 Necessity of inclusivity in clinical trials, other knowledge gaps 06:05 Images used in education The American Academy of Dermatology (AAD) Annual…

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Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1 47:01

3M ago47:01

47:01

We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain. We are kicking off this new series going through the complex value chain of the semiconductor industry. Her…

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Ep. 97 - [Re-Launch Replay]: NZS Capital 1:04:42

3M ago1:04:42

1:04:42

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: ⁠Premium Research⁠ Website: ⁠https://www.investingcity.org⁠ YouTube: ⁠Investing City⁠ Twitte…

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Episode 235 | Simon Freeman and Mario Fraioli on What We Can Learn From The Pros (And Vice Versa) 1:11:27

3M ago1:11:27

1:11:27

I recently sat down with my good friend and frequent podcast guest Simon Freeman, the co-founder, editor, and publisher of my favorite running magazine, Like The Wind, for our first quarterly conversation of 2024, which you can listen to wherever you get the morning shakeout podcast. An excerpt of this exchange can be found in Issue #39 of LtW, whi…

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New Insight: Role of Contract Research Organizations in Retina w/ Brad Doerschuk 29:44

4M ago29:44

29:44

In the medical community, a revolving cast of players plays a pivotal role in advancing scientific discovery and enhancing patient outcomes. During the research stage, a collaborative team effort, from the clinical trial sponsors to research sites and patient populations, is essential to ensure smooth progress and sustain momentum toward the finish…

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Ep. 96 - [Re-Launch Replay]: Geoff Gannon 47:24

4M ago47:24

47:24

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: ⁠Premium Research⁠ Website: ⁠https://www.investingcity.org⁠ YouTube: ⁠Investing City⁠ Twitte…

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Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2 2:02:34

4M ago2:02:34

2:02:34

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: ⁠Premium Research⁠ Website: ⁠https://www.investingcity.org⁠ YouTube: ⁠Investing City⁠ Twitte…

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Ep. 94 - [Re-Launch Replay]: Brent Beshore 1:00:19

4M ago1:00:19

1:00:19

We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekly episodes! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find m…

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New Insight: Reengaging the Retina Community in 2024 w/ David Eichenbaum, MD and Roger Goldberg, MD 40:00

4M ago40:00

40:00

A special double-episode of New Insight with Veeral Sheth, MD features a well-rounded conversation on all things ophthalmology with returning guest David Eichenbaum, MD, the director of research for Retina Vitreous Associates of Florida, as well as first-time guest Roger Goldberg, MD, a vitreoretinal surgeon at Bay Area Retina Associates. The trio …

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Episode 234 | Jennifer Baskerville-Burrows on Run Crew Culture and Connection 1:10:28

6M ago1:10:28

1:10:28

This week's conversation with Jennifer Baskerville-Burrows is a follow-up to Episode 226, which was released back in August. In this one, we discuss how Jennifer spent her sabbatical over the summer and what she experienced visiting various run crews around the country (and even a couple internationally). She told me about what she hoped to get out…

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New Insight: A Look at APX3330 for Diabetic Retinopathy with George Magrath, MD 21:30

6M ago21:30

21:30

In every episode of New Insight, Veeral Sheth, MD, Director of Clinical Trials at University Retina in Chicago, takes an in-depth look at the biggest news in ophthalmology and the behind the scenes work involved in eye care, with a rotation of guest experts involved in ophthalmic research, development, and clinical care. The latest episode of New I…

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Episode 233 | Simon Freeman and Mario Fraioli on Seasonality and Consistency in Running 1:09:23

7M ago1:09:23

1:09:23

I recently sat down with my good friend and frequent podcast guest Simon Freeman, the co-founder, editor, and publisher of my favorite running magazine, Like The Wind, for the fourth and final installment (for this year, anyway) of our yet-to-be named quarterly conversation, which you can listen to wherever you get the morning shakeout podcast. An …

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Episode 232 | Ask Mario Anything 57:47

7M ago57:47

57:47

This week, I sat down with my right-hand man Chris Douglas and answered questions about the Olympic Trials Marathon start-time controversy, things I’ve changed my mind on, the importance of the weekly long run, time versus distance-based training prescriptions, and a lot more. Thank you to everyone who submitted questions and apologies for all the …

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New Insight: Phase 2 BEHOLD Study and UBX1325 for DME, Live at AAO 2023 7:24

7M ago7:24

7:24

On the floor at AAO 2023, host Veeral Sheth, MD, and producer Connor Iapoce discuss UBX1325 for patients with diabetic macular edema, based on the 48-week results from the phase 2 BEHOLD study. Episode Highlights: 0:30 Introduction 0:48 Background into UBX1325 and BEHOLD 2:49 BEHOLD 48-week results 6:05 Next steps 6:56 Conclusion Please direct any …

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Episode 231 | Megan Young on Coaching, Learning, and Living a High-Performance Lifestyle 1:42:03

8M ago1:42:03

1:42:03

This week's episode of the podcast with Megan Young, Performance Coach with the Seattle Sounders professional soccer club. Megan is a rockstar with 15 years of experience working in collegiate athletics, and men’s and women’s professional soccer. She’s the 2023 National Strength and Conditioning Association Professional Coach of the Year and a vora…

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Autoimmune Hepatitis at ACG 2023, with Gina Choi, MD 15:51

8M ago15:51

15:51

Episode Highlights 0:12 Intro 1:24 Challenges in autoimmune hepatitis 3:30 Patient demographics 4:25 Diagnostic challenges 6:35 What is overlap syndrome? 8:04 Mysteries behind immune dysregulation 9:05 Promising drugs in investigation 10:51 The BAFF receptor target 11:41 Infliximab & rituximab 12:38 An autoimmune hepatitis wishlist 15:29 Outro Auto…

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Episode 230 | Stuart McMillan on Systems Thinking, Creativity, and the "Philosopher-Coach" 1:53:53

8M ago1:53:53

1:53:53

This week's episode of the podcast is with Stuart McMillan, widely regarded as one of the best sprint coaches in the world. Stu has worked with both professional and amateur athletes in a variety of sports with a focus on power and speed development. He’s personally coached over 70 Olympians at nine Olympic Games, over 30 of whom have won Olympic m…

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Episode 229 | Don Swartz on Coaching, Innovating, and Developing a Winner's Mindset 2:19:37

9M ago2:19:37

2:19:37

This week I had an awesome conversation with Don Swartz, who coaches my wife’s Masters swimming program at North Bay Aquatics in Marin County, California, and is someone I respect, admire, and try to emulate in my own life. Don was inducted into the American Swimming Coaches Association Hall of Fame in 2013, he coached several swimmers to Olympic, …

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Gorilla Radio with Chris Cook, Ken Stone September 20, 2023 30:05

9M ago30:05

30:05

Welcome to Gorilla Radio, recorded September 20th, 2023Earlier this year, Britain decided to include depleted uranium shells with its deliveries of their Challenger II tanks gifted to Ukraine. Russia charged the so-called CHARM3 munitions are in effect "dirty bombs" and would decision effectively "nuclearized" the war there.DU munitions were first …

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Episode 228 | Brad Stulberg on Performance Coaching and Mastering Change 1:47:40

9M ago1:47:40

1:47:40

This week I had a wonderful conversation with my good friend Brad Stulberg. Brad, who works as a writer and performance coach, is my first four-time guest and his episodes are some of the most listened to in the six-year history of the show. In this one, the first installment of a new series I’m calling Coach to Coach, Brad and I discuss the craft …

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New Insight: A Look at OPT-302/Sozinibercept with Megan Baldwin, PhD 33:33

9M ago33:33

33:33

Host Veeral Sheth, MD is joined by Megan Baldwin, PhD, CEO and Managing Director of Opthea Limited, to discuss OPT-302 or sozinibercept, the company's novel anti-VEGF-C / VEGF-D treatment for wet AMD and other retinal diseases. Episode Highlights: 0:06 Introduction 0:37 Background of Dr. Baldwin 9:56 Promising data on OPT-302/sozinibercept 16:39 Ma…

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A New Way to Diagnose Autism 15:16

9M ago15:16

15:16

Warren Jones, PhD, scientific founder of EarliTec Diagnostics and autism expert, discusses his team's development of an eye-tracking device recently authorized by the FDA and proven in clinical trials to predict autism consistent with expert diagnoses.HCPLive.com által

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COVID-19 Cases Are Climbing, with Donald Alcendor, PhD 34:56

10M ago34:56

34:56

After a historically low-transmission summer, new cases, hospitalizations and deaths due to COVID-19 have increased by approximately 18% in the US over the last week, according to CDC data. In a new DocTalk interview, Donald J. Alcendor, PhD, associate professor, department of pathology microbiology and immunology, division of infectious diseases, …

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Episode 227 | Simon Freeman and Mario Fraioli on Defining Yourself as a Runner 1:08:30

10M ago1:08:30

1:08:30

I recently sat down with my good friend and three-time podcast guest Simon Freeman, the co-founder, editor, and publisher of my favorite running magazine, Like The Wind, for the third installment of our unnamed quarterly conversation. An excerpt of this exchange can be found in Issue #36 of LtW, which comes out later this week. (You can buy a copy …

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7: New Insight: A Recap of ASRS 2023 30:33

10M ago30:33

30:33

In this episode, host Veeral Sheth, MD, and producer Connor Iapoce discuss 5 important presentations from ASRS 2023. The discussion centers around new data on geographic atrophy therapies, novel agents for DME, and the feasibility of home OCT. Please direct any podcast-related inquiries to ciapoce@mjhlifesciences.com.…

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Episode 226 | Jennifer Baskerville-Burrows on Community and Belonging 1:15:25

10M ago1:15:25

1:15:25

Jennifer Baskerville-Burrows is a runner and serves as Bishop of the Episcopal Diocese of Indianapolis. I’ve always appreciated her perspective on running, the industry, and this beautiful and messy path we’re all navigating called life. This is actually the first of what will be a two-part conversation. In this one, we set the table: Get to know J…

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6: New Insight: Mentorship and the Next Generation with David Eichenbaum, MD 37:12

11M ago37:12

37:12

The newest episode of New Insight with Veeral Sheth, MD features a conversation with David Eichenbaum, MD, the director of research for Retina Vitreous Associates of Florida. A seasoned clinical trial investigator and a friendly face at major medical meetings, Eichenbaum provides insights into his goals behind mentorship and inspiring others, shari…

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Dimitri Lascaris Making Peace with Russia, One Handshake at a Time Tour – Victoria Stop June 27, 2023 1:04:16

12M ago1:04:16

1:04:16

Here's audio of the Victoria Talk, delivered June 27th, 2023The Canada-Wide Peace and Justice Network (CWPJN) is pleased to announce that it has organized a Canada-wide speaking tour for citizen-diplomat Dimitri Lascaris to report back to Canadians about his recent mission of peace to Russia. The title of the tour is “Making Peace With Russia, One …

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5: New Insight: The Journey to a Drug Approval with Cedric Francois, MD, PhD 34:13

1y ago34:13

34:13

In the latest episode of New Insight, Veeral Sheth, MD sat down with Cedric Francois, MD, PhD, co-founder and chief executive officer/president of Apellis Pharmaceuticals. The two experts discussed the company's landmark therapy, pegcetacoplan (SYFOVRE™), for geographic atrophy and the decades-long journey toward FDA approval. Sheth also asked abou…

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Episode 225 | Ask Mario Anything 1:08:57

1y ago1:08:57

1:08:57

This week, my right-hand man Chris Douglas serves me up some listener questions in an old-school Ask Mario Anything episode of the podcast. In this one, I answer inquiries about my favorite books, “lighthouses” in my life, breaking through in the marathon, returning to running after a stress fracture, and a lot more. This episode is brought to you …

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Episode 224 | Simon Freeman and Mario Fraioli on Working with a Coach 1:05:24

1y ago1:05:24

1:05:24

I recently sat down with my good friend and three-time podcast guest Simon Freeman, the co-founder, editor, and publisher of my favorite running magazine, Like The Wind, for the second installment of our yet-to-be named quarterly conversation, which you can listen to wherever you get the morning shakeout podcast or at this handy link. An excerpt of…

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4: New Insight: Making Waves in the Biotech Space with Jay Duker, MD 35:04

1y ago35:04

35:04

In this episode, Veeral Sheth, MD, sits down with Jay Duker, MD, the president and chief operating officer of Eyepoint Pharmaceuticals, for a discussion on his storied career in ophthalmology, the importance of fostering a relationship between clinicians and industry, and the current biotech Dr. Duker and team are working on at Eyepoint. Please dir…

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Episode 223 | Randy Ashley on Coaching High School Runners 1:20:16

1y ago1:20:16

1:20:16

My guest on the podcast this week is my friend Randy Ashley, one of the most incredible, unassuming, and relatively unheralded coaches I know. He’s worked with—and continues to work with—athletes of all ages and ability levels, from beginners to Olympic Trials qualifiers, and national champions. He spends most of his time these days as the head tra…

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3: New Insight: A Changing Landscape of Retinal Therapeutics with Charles Wykoff, MD, PhD 29:41

1y ago29:41

29:41

In this episode, Charles Wykoff, MD, PhD joins Dr. Sheth to provide insight into the recent landmark approval of pegcetacoplan injection (SYFOVRE™) for geographic atrophy, how clinical practice has changed as a result, and both the early struggles with and optimism for an ever-changing treatment landscape. Please direct any podcast-related inquirie…

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Episode 222 | Starla Garcia on Fueling For Running, Performance, and Recovery 1:33:31

1y ago1:33:31

1:33:31

This episode of the podcast is the fourth installment of a new 4-part series I’m calling Pillars of Performance. The main objective behind this series is to go deep with experts in the areas of training, strength and conditioning/injury prevention, sports psychology, and nutrition, i.e., the four pillars that support a foundation of sustainable per…

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2: New Insight: A Look at Avacincaptad Pegol with Pravin Dugel, MD 33:22

1y ago33:22

33:22

As part of our ARVO 2023 coverage, Dr. Sheth sat down with Pravin Dugel, MD, President of Iveric Bio. Together, the experts discussed the lead molecule for the company, avacincaptad pegol for geographic atrophy, and touched on the data being presented at the conference, as well as a look back at Dugel's career and his transition into industry.…

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