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Latest Episodes

439% to Zero: What Situational Awareness Teaches Us About Leverage | AWM Insights #264

In this episode, we tackle the spectacular rise and dramatic fall of the Situational Awareness hedge fund, unpacking the real risks behind headline-making returns. Through memorable stories and market expertise, we break down the dangers of leverage, the pitfalls of chasing hot managers, and the hard truth about luck versus skill in investing. Tune in for candid insights on what it really takes to build wealth that lasts for generations and why the smartest plays are often the most disciplined. Chapters (00:00) The Rise and Fall of a Hedge Fund (02:00) The Dangers of Leverage and Concentration (06:00) Chasing Hot Managers and Returns (07:00) Long-Term Wealth versus Short-Term Outperformance (10:00) Luck versus Skill in Investing (13:00) Leverage: Risks and Real Estate (15:00) Building for the 100-Year Family Connect with Us • Call or text us: 626-862-0355 • Website: https://www.athletefamilyoffice.com/ • YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA • LinkedIn: https://www.linkedin.com/company/awmcapital/ • Instagram: https://www.instagram.com/awmcapital/ • X: https://twitter.com/awmcapital • Facebook: https://www.facebook.com/awmcapital/

ICECAP: The Results

In this episode of "In the Interim…", Dr. Scott Berry leads a comprehensive discussion of the ICECAP trial results with four Principal Investigators: Dr. Will Meurer (Professor, Emergency Medicine and Neurology, University of Michigan; consultant to Berry Consultants), Dr. Robert Silbergleit (Professor, Emergency Medicine, University of Michigan Medical School), Dr. Romer Geocadin (Professor, Neurology, Neurosurgery, and Anesthesiology and Critical Care Medicine, Johns Hopkins University School of Medicine), and Dr. Sharon Yeatts (Professor of Biostatistics, Public Health Sciences, Medical University of South Carolina). The panel dissects the ICECAP trial’s multi-arm Bayesian adaptive design, response-adaptive randomization, and population-level approach to cooling duration after out-of-hospital cardiac arrest. Emphasis is placed on methodological transparency, direct operational experience, absence of evidence for incremental benefit beyond six hours of cooling, and future direction for neurocritical care trials. Key HighlightsDetailed review of adaptive design methodology, Bayesian interim analyses, and stopping criteria for futility based on posterior probabilitiesAnalysis of flat duration-response curve: no clinical benefit seen for extended hypothermia, trial triggered to stop per prespecified ruleCohort discussion: representation of U.S. epidemiology, inclusion of heterogeneous etiologies (notably respiratory and overdose) and bystander CPR ratesOperational challenges: running frequent interim analyses, maintaining trial integrity during COVID-19, site-level differences, statistical reporting timelinesPanel consensus on the need for continued equipoise in temperature management, caution against misinterpretation, and priority for precision subgroups in future researchDirections: implementation lessons, pediatric ICECAP, PRECISE-CAP phenotyping study, ongoing subgroup analysesFor more, visit us at https://www.berryconsultants.com/

Understanding CRE Sectors, Part 3: Risk and Return Analysis | The AAA Storage Podcast #42

In this episode, Paul Bennett unravels the complexities of risk and return in commercial real estate investing. He breaks down how context, asset class, deal structure, and market conditions drive performance across sectors like self-storage, multifamily, and office. Paul offers practical tools and candid advice for evaluating deals, sharing his expertise on avoiding pitfalls and building intentional, resilient investment portfolios. Whether you're an experienced investor or exploring new opportunities, this episode delivers clear strategies to help you make smarter decisions in any real estate cycle. Get our free CRE Sector Reference Guide here Ready to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact New episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it. Chapters (00:00) Contextual Risk and Sector Performance (05:00) Risk Across Asset Classes (12:00) Deal Structure and Market Dynamics (19:00) Sector Evaluation Framework (26:00) Building an Intentional Portfolio Follow and Connect with Us • LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/ • Instagram: https://www.instagram.com/aaastorageinvestments/ • X: https://x.com/investments_aaa • Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/ Download our free guides to take your investing to the next level: 10 Due Diligence Questions to Vet Any Real Estate Sponsor: https://www.aaastorageinvestments.com/info/10-due-diligence-questions-to-vet-any-real-estate-sponsor First-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist

Failure of the Proportional Odds is the Result

In this episode of "In the Interim…", Dr. Scott Berry and Dr. Elizabeth Lorenzi systematically examine the analytic pitfalls in recent acute ischemic stroke trials, especially the implications of violating the proportional odds assumption on the modified Rankin Scale. The discussion draws on the DISCOUNT, INSTANT, ESCAPE-MeVo, and ORIENTAL-MeVo trials, spotlighting frequent reactive shifts to proportional odds violations. Scott and Liz detail how such approaches obscure clinically relevant heterogeneity and react by creating analysis methods that obscure the clinical relevance of a violation of proportional odds. The episode underscores the necessity for trial designs that explicitly address heterogeneity of treatment effect. Listeners gain an unvarnished critique of prevailing reporting practices and an actionable vision for future stroke trial designs. Key HighlightsDISCOUNT trial’s interim analysis and futility stopping.Issues with endpoint dichotomization after proportional odds violations.Comparison across multiple recent stroke trials with inconsistent endpoint definitions.Obscuring of proportional odds violations, which may be the most important result of the trial.Adaptive strategies in STEP platform.For more, visit us at https://www.berryconsultants.com/

Hosts

Josh Alexander

Josh Alexander

Host of The ALX Show
Loren Sanders

Loren Sanders

Host of Conversations WeLearn From
Sean Stowers

Sean Stowers

Host of Conversations WeLearn From
Brandon Giella

Brandon Giella

Host of Redemptive Marketing Podcast