In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market movements in the wake of a global ceasefire and explore what it means for long-term investors. The discussion covers the efficiency of markets, the distinction between investing and gambling, and why discipline is more rewarding than chasing headlines. Whether you're managing generational wealth or simply curious about how to weather market volatility, this episode delivers clear, seasoned guidance to help you play the long game with confidence.Chapters(00:00) Market Reactions to Ceasefire(01:08) Efficiency and Interpretation of Markets(03:58) Short-Term Versus Long-Term Market Behavior(05:25) The Importance of Discipline and Long-Term Focus(07:17) Navigating Volatility and Uncertainty(09:01) Oil Market Impacts and Inflation OutlookConnect 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/

This episode shares a personal journey of spiritual renewal, healing, and faith in action. The host discusses recent inner healing, the power of the gospel, and practical ways to live out faith through healing and evangelism.Chapters00:00 Celebrating New Beginnings02:54 Inner Healing and Deliverance06:12 Preaching with Freedom08:59 Expecting Signs and Wonders11:49 Transitioning to Galatians15:13 Living by Faith18:06 Mobilizing the Gospel20:56 Sharing Your Testimony

In this episode of "In the Interim…", Dr. Scott Berry connects with Dr. Byron Gajewski, professor of biostatistics and data science at the University of Kansas Medical Center (KUMC), for a detailed discussion on the design, simulation, and operational realities of Bayesian adaptive clinical trials in academic environments. Gajewski discusses his academic background, training at Texas A&M, and progressive adoption of Bayesian principles based on direct experiential advantages in complex data settings. The conversation highlights KUMC’s Fixed and Adaptive Clinical Trial Simulator Working Group, which utilizes FACTS for faculty, staff, and student collaboration, enabling practical simulation, trial protocol development, and in-house applied statistical training. The PAIN-CONTRoLS Trial serves as a practical example of multi-arm Bayesian adaptive design, using response-adaptive randomization for comparative effectiveness in neuropathy research. The NIH-funded HOBIT trial is examined in detail: multi-arm structure, adaptive allocation among investigational arms, fixed control randomization, group-sequential interim analyses, and sliding dichotomy methodology for the Glasgow Outcome Scale Extended. The discussion stresses a shift to probabilistic, evidence-driven interpretation and reporting, shaping operational choices and academic culture for both investigators and trainees.Key HighlightsGajewski describes how practical challenges in real-world problems catalyzed his transition to Bayesian modeling.KUMC’s working group integrates FACTS software in collaborative simulation and operational trial planning.The PAIN-CONTRoLS Trial: multi-arm Bayesian adaptive design, response-adaptive randomization, real-time analysis, and endpoint-driven allocation.HOBIT trial: Adaptive allocation, fixed control arm proportion, group-sequential interims, ordinal endpoint modeling.Emphasis on probabilistic, quantitative reporting over binary outcomes in trial analysis and interpretation.Cultural shift observed among academic collaborators and trainees embracing Bayesian adaptive strategies.

Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you.Chapters(00:00) Introduction: A lot going on (understatement of the year)(00:36) AI headlines: fear mongering vs. real opportunity(02:04) Going to the moon and the pace of innovation(02:17) How AWM thinks about questioning existing beliefs(03:10) The AI doomsday narrative — why we don't buy it(04:10) Private market proof: AI cutting customer service costs by 60%(05:19) Creative destruction and the history of innovation(06:10) Segue: How does all of this change how we invest?(06:38) Answer: It doesn't — but it does underscore diversification(07:19) Geopolitical reset and why volatility can be a buying opportunity(08:05) Managing your news diet and focusing on what you can control(09:29) S&P 500 profit margins expanding because of AI(09:44) SpaceX confidentially IPO-ing at $1T+ — all value created in private markets(10:11) OpenAI at $850B — the private market opportunity you can't afford to miss(10:26) Closing: Diversification as the plan across regions, public, and private marketsConnect 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/