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Two Pint PLC

Laurence Woodruff & Michael Ralph

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Teaching is a personal profession. We shine brightest when we work together in a safe environment for the betterment of our students. Two Pint PLC is a podcast that invites you to join two educators who discuss the big issues in education in a personal and casual conversation. Two Pint PLC combines the research base, current events and personal experiences to provide a context for each listener’s own professional development.
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Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected.
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A Value View - The Merchants Trust PLC Podcast

AllianzGI Investment Trusts

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A Value View is a series of topical podcasts from The Merchants Trust, ​focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts
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PLC, Inc.

Kevin Pratt, II, MA

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Leadership workshops, training, and best practices, which offers 25 years of corporate experiences in the areas of sales, business development, cross channel teaming & relationship building, channel management & marketing. Let PLC, Inc. help your organization raise employee engagement and their abilities to contribute as a cohesive team. We focus on People, Passion, and Leadership. We "transform organizations one at a time."
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What is Amanduk? It's TEACH in the Bajau language! Welcome to Amanduk: PLC to Podcast for Teachers. Every week, we bring you bite-size information and reflection on all things related to teaching. We are a group of teachers currently teaching in the beautiful district of Semporna, Sabah and we meet up every Friday over coffee to talk about work with zero judgement and a hundred percent support.
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A multi-decade re-engineering of the entire global economy” – Julian Bishop, co-lead portfolio manager of Brunner debates the realities of the energy transition with host Joe Lynam. He argues that the production of nearly everything in the world relies on fossil fuels to some degree, something that will inevitably take time to change. The duo also …
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It can feel like people in disagreement just aren’t listening to each other. We read a study showing disagreement significantly reduces our perceptions of being listened to, regardless of how well our audience does listen. We discuss takeaways for exhibiting active listening behaviors that reduce the effect.Later, we read a review of research on ap…
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The ‘Magnificent 7’ have been much heralded as the drivers of stockmarket performance over the past year or so, but are they all performing strongly, and what might be some other ways of accessing technology sub-sector growth? Joe and Julian also discuss a couple of more traditional companies added to the portfolio earlier this year.…
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Practice is more effective when we space it out, rather than doing lots of repetitions all at once. We read research that looked at the effect of varied practice compared to identical practice over time. Their results show subtle variation helps students focus and remember the important elements upon recall.Later, we read an account of the negative…
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Project-Based Learning is a thoroughly researched method of instruction with many benefits. We read a meta-analysis looking specifically at how PBL affects student motivation, and saw data illustrating just how important an excellent project prompt is to project success.Later, we read a study showing neurofeedback devices can increase the accuracy …
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In this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the opportunity set for investors in the UK market remains pretty much unprecedented. We look at how Simon and hi…
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More schools are looking to address the socio-emotional needs of students, and a key area for that work is helping students manage anxiety in the classroom. We look at a study showing how some accommodations may be reinforcing their anxiety, and how teachers can help students develop healthier strategies for managing it.Later, we read a study of pr…
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Field trips to the theater can be memorable opportunities for students to engage in community-based performing arts. Dr. Goldstein joins us to talk about how even a single theater experience can have an impact on socio-emotional outcomes like empathy and perspective-taking for students.Later, we discuss the intersection of cognitive load theory and…
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Student underachievement occurs when students’ day-to-day class performance is lower than their test scores predict it should be. We read a review of research that shows the causes of underachievement can vary widely. Still, it gives teachers some useful starting points when trying to help a student reach their full potential.Later, we discuss some…
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This month is a collaborative episode with the hosts of the School Spirits podcast. We read a study of pigeon working memory that indicates complex visuals activate substantially more of our brains than simple ones, which can help with memory and processing of information.Later, we discuss new data that shows how common caregiving responsibilities …
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In this latest episode we look deeper into some of the things that portfolio companies actually do. In particular, host Joe Lynam and co-lead portfolio manager Julian Bishop examine some of the extreme technology needed to create the world’s most powerful semiconductor chips. The term ‘cutting-edge’ may often be overused, but in this case the sheer…
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There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of the…
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Researchers measured the impact of student-directed project weeks on their sense of motivation over the course of a school year. We reflect on the importance of consistently prioritizing learner agency throughout the year, rather than sequestering it to a single week of freedom.Later, we read a review of research on learning math in bilingual setti…
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This month we talk with Dr. Elisabeth Tipton about the research support for growth mindset interventions, and the flaws in last month’s meta-analysis. Together we consider how growth mindset should be part of a more comprehensive approach to helping students improve.Later, we read how listening to music reduces our ability to use our working memory…
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As the trust gears up for the release of its latest interim results, many investors will have an eye on the upcoming dividend. As an AIC Dividend Hero, the trust is well known for maintaining a steady dividend payment throughout the many ups and downs in market conditions over the past several decades. Host Jon Cronin and Portfolio Manager Simon Ge…
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A meta-analysis of co-teaching showed that it benefits students to have more than one adult in the classroom, regardless of the specifics. We reflect on what it could mean to successfully build a co-teaching classroom based on trust among the teachers and students.Later, we read another meta-analysis that is sharply critical of the current research…
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In this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed …
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This month we reflect on our year of reading scholarship and growing as humans. First we’ll return to the segments we felt had the greatest impact on our practice and our thinking from the research we read.Later, we’ll reflect specifically on our praxis. We share some of the changes we’re making in our classroom and in our study that is moving us t…
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Positive Behavioral Interventions and Supports (PBIS) is a framework being adopted by many schools, and some claim it can integrate trauma-informed pedagogies. However, we read scholarship that shows how PBIS is fundamentally incompatible with trauma-informed education.Later, we discuss a large-scale reciprocal reading study with significant impact…
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In this latest podcast the team look at the factors to consider when investing around the theme of decarbonisation and how companies with strong decarbonisation credentials, able to drive the energy transition, are considered within the investment universe. What elements shape the pathway to net zero and what will be required to get there? With tha…
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Many schools have adopted new instructional standards in recent years, but some schools have struggled in helping teachers align their instruction. We talk with author Morgan Polikoff about his team’s work studying why flexible specificity is so important for success.Later, we look at a very large study of a belonging intervention that helps studen…
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The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In the latest podcast episode, Jon and Simon debate the fortunes of the UK’s housebuilders as well as…
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Feedback is an essential component of professional growth, and teacher evaluation has changed in most places across the US over the last 15 years. What do we actually know about how those changes impacted school performance?Later, we read a study that showed retrieval practice is only beneficial when we have working memory resources to devote to th…
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Universal Design for Learning represents a framework that can impact every part of the school. We read research looking at how UDL can contribute to more effective MTSS Tier 1 interventions… if teachers have an accurate understanding of UDL.Later, we look at an eye-tracking study to examine how students process feedback differently. The authors dis…
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In this latest podcast Joe and Christian discuss the factors that led to us seeing almost double-digit inflation last year. Are those drivers now retreating and, if so, are they falling quick enough? The pair also focus in on the undeniable fact that across the globe people are living longer and, hopefully, healthier and wealthier lives. They discu…
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In the latest episode of ‘A Value View’, host Jon Cronin gets Simon Gergel’s thoughts on the current outlook for the UK’s FTSE 100. On the one-hand, the FTSE hit an all-time high in February, on the back of bumper profits for several of its constituent stocks. But, on the other hand, there are questions around the future growth prospects of the Lon…
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This month we are joined by two authors of a piece on constraints that fuel creativity. They share how limits on our writing help us focus on new parts of the writing process and make interesting connections along the way.Later, we read about how errors are essential to the learning process and what we as teachers can do to make more productive use…
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Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, th…
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Host Joe Lynam sits down with portfolio manager Christian Schneider for the first time in 2023 and asks if the turbulence seen in 2022 could be repeated. Inflation appears to be retreating to some extent due to diminishing increases in base factors such as the price of oil, however Christian and the team also see that inflation may be more persiste…
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This month we look at professional development. A fresh framework for PD lays out how we need to consider teacher learning in-context, with definite answers to the “for whom” and “when” when discussing whether something works.Later, we look at norms for co-teaching by examining the role of a mentor teacher while a student teacher works with student…
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This month we are joined again by guest Youki Terada to discuss his 2022 education research roundup. His team at Edutopia has curated their 10 top studies of the year - from retrieval practice to play-based learning - and we discuss every last one of them in a marathon episode.โดย Laurence Woodruff & Michael Ralph
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Host Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year? Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large number of which reside in the tech sector) and what the outlook may be for the sector, but in particular how different…
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Digital literacy skills are important for teachers to consider across many teaching contexts. We read about how critical ignoring should be part of what we are teaching to help students manage the information overload of today’s digital landscape.Later, we read a classroom study of how reverse engineering can help students get more out of their fir…
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This month we read a robust, experimental study on teaching self-regulation and the increasing benefits to students over time. They learn more AND close a key achievement gap.Later, we read about a pedagogy of enactment - how to learn about teaching through teaching. It underscores the many ways we improve through practice.…
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Inflation is rampant and central banks are reacting strongly with associated rate rises. At the same time some governments are looking at policies reflecting a very present need to try to buffer current hardships for people. Given Brunner’s focus on growth stocks that have been hit particularly hard by this high inflation and rising interest rate b…
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There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stockmarket …
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The theories about teaching students according to learning styles have been debunked in research, but the idea has been difficult to interrupt in practice. We read a new paper focused on helping teachers move on from old thinking related to learning styles with more productive contemporary research.Later, we look at a listener recommendation focuse…
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Staffing challenges in districts across the United States are fueling a narrative of a nationwide teacher shortage. However, Paul Bruno joins us to talk about his recent work showing there may not be a national shortage… or national anything.Later, we read a paper showing some of the inequitable impacts of math homework, and the persistence of a me…
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This month we reflect on our year of reading scholarship and growing as humans. First we’ll return to the segments we felt had the greatest impact on our practice and our thinking from the research we read.Later, we’ll reflect specifically on our praxis. We share some of the changes we’re making in our classroom and in our study that is moving us t…
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As the summer of 2022 wanes, we will spend some time looking at the bigger picture of how education has been affected by COVID-19 these past few years. We read reviews of the current research on COVID impacts on mental health and academic outcomes, with thoughts on how it may impact our prep for the coming year.Later, we react to a review of resear…
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The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes o…
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On the occasion of the Queen’s Platinum Jubilee, Simon and Jon reflect not only on that incredible achievement, but also on the highs and lows faced by The Merchants Trust over its 133 year history. Almost six months into a tumultuous 2022, it also falls due to look more currently and have a mid-point reflection and ponder what may be coming up for…
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Why are people so influenced by false information, even when they know better? We are joined by researcher Nikita Antonia Salovich to discuss her recent work on evaluative mindsets, and how we can apply on-going work to how we handle information in the classroom.Later, we discuss Culturally Responsive Science Teaching - and how teachers can better …
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Energy – where it comes from, what we pay for it, how secure the supply is and the impact on the environment, are factors in sharp focus for consumers and investors alike. In their latest podcast recorded at the end of April, Matthew Tillett and Joe Lynam discuss these factors in a global context, pondering how this might play out for investors in …
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When professional development programs conflict with overemphasis on test scores, teachers face a precarious tension between their growth and the ever present threat of dubious evaluations. We read about an effort to sustain professional development in writing instruction amid a high-stakes testing environment.Later, we look at the correlation betw…
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The Russian invasion of Ukraine and subsequent concerns over fossil fuel supplies from Russia have combined in a perfect storm with already rising energy prices and wider cost of living inflation to push energy security and affordability into the spotlight as part of the ongoing energy transition debate. Portfolio manager Simon Gergel and host Jon …
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The routines, rewards, and incentives we use in the classroom can help students build productive habits they use throughout their lives. We read about a series of studies that found how rewarding cognitive effort can lead to greater intrinsic motivation for participants… even after the rewards. We think about how this could apply in classrooms.Late…
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In their first catch up of 2022, Joe and Matthew look at the issues that markets have faced in the early part of 2022 and how some of those factors may play out over the coming months. Recorded and Produced by Lansons.โดย AllianzGI Investment Trusts
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The UK market has been more resilient than global peers so far in 2022 and whilst highly valued growth stocks across the globe feel the impact of rising inflation and interest rates, many value stocks that were previously languishing have seen a welcome boost. International investors appear to be looking more closely at owning UK stocks, but how co…
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Retrieval practice has a ton of research support, but we’re still figuring out the when and how of its effective use in instruction. We read a series of studies comparing the impacts of post-testing and pre-testing on measures of learning, with the results showing tremendous power in pre-tests.Later, we read a study showing how local poems and song…
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