Good afternoon welcome to CMC markets on Friday the 4th of October and This non-farm payrolls webinar webcast podcast whatever whatever you like to call it with me Michael Houston, and I'll be covering them I'll be taking you through the numbers having a look at some of some key chart points Trying to make sense of what the markets might be tempted to do next but before I do that obviously I have to go through a series of Disclaimers which I am currently doing Right now, but suffice to say I'm starting it a little bit early But so for those of you who join late I apologize, but you'll be able to sort of tune in Hopefully I won't won't have covered anything Too crucially important just think it's easier to get all of this sort of housekeeping stuff out of the way so that We don't actually eat into valuable Preparation time when it comes to dissecting the numbers Okay, so we've got the Disclaimers out the way now we can have a look The charts and the numbers and it's been a fairly Choppy start to October if truth be told if we look at how September was and we look at say for example the S&P 500 We can see from here that we had a fairly decent September performance if my chart decides that it actually wants to open Which it which it finally has if we look at the monthly chart on the S&P 500 we can see That we had a fairly decent performance in September But we've given up pretty much all of the September gains in the space of the last three to four days So that gives you an indication of how nervous the markets are and we've also seen a number of false breaks this week particularly in terms of gold Which we saw break to the downside and which looked as if it was about to complete a head and shoulders top and Caught an awful lot of people out including yours truly I tweeted out a chart earlier this week Identifying a potential turning point in the gold chart and we can see that highlighted quite nicely here with this this horizontal dotted line around about 1480 and that those of you who've been regular attendees to my webinars will know that this 1480 level was a very key level on the way up It was a 50% Fibonacci retracement level the entire down move from the all-time highs to the lows that we saw Around about a couple of years ago now 50% retracement of that was at 1480. We broke through that And for one day only And two days we actually closed below it Completely what what I would have argued and thought was a head and shoulders top you can see you've got the left shoulder here You've got the right shoulder here and and and we spiked lower, but it was a bear trap and The key things about these sorts of setups is that you sell the break of the neckline in which case In which case was around about 1480 1482 But you keep your stop-loss fairly tight So you'd sell it at around about 1475, but you'd have a stop-loss around about 1485 1490 So you're only risking 1490, you know, you're only risking about 15 to 20 dollars Whereas on the downside you've got the distance between the head and the neckline Projected down which would have given you a potential 80 dollars upside. So in terms of Managing risk and reward what you're looking for is the smallest amount of risk set against the Maximum amount of reward and the minimum price objective would have been an 80 point move Against a 15 to 20 point loss So that would have worked in this case. It didn't stopped out We're back above here and now there's potential to head back to this downtrend line here, which comes in round about 1520 1525 So in the event of a disappointing payrolls number We could see gold prices head back towards this trend line and back to these highs that we saw Around about the 24th of September, which is around about 1534 1535 And that's what a disappointing payrolls number is likely to give you now a disappointing payrolls number can take one of two forms It can be a disappointing headline number and the headline number that we're looking for Is around about 145,000 jobs Which I'm reliably informed is the worst Consensus estimate for US payrolls in three years. So Markets are expecting investors are expecting 145,000 new jobs to be added in September. Well, if that's the worst estimate in three years We've already seen worse numbers than that twice this year already In fact more than twice this year already in February We saw a 33,000 payrolls print and that was because of the US government shutdown And we also saw a 75,000 print Later in the year now Let's have a quick look at the market calendar because the market calendar is a great feature I love this feature because what it does is it gives you an indication of not only what is expected but what it also does is it gives you a fairly decent flowchart of The previous month's numbers. So for example, you've got average earnings and average earnings is again a very very key level It's wages. How much a wage is growing on an annualized basis with respect to the US economy? 3.2% you can see that here It's been fairly steady for the past three to four months And then you've got the non-farm payrolls numbers here So if we click on the non-farm payrolls number, we can then see the number there now Let's look at the previous numbers on this. Okay, so 130,000 last month, so we're projecting a 15,000 increase from last month's numbers Then we had 75 in June and we had 20 in March so Gives you which was subsequently revised up to 33 so we can see straight away That despite the fact that we're looking for a hundred and forty five We have already seen two worse prints than that this year and the sky didn't fall in so Whatever the pessimism there is and there is a lot about the global economy We've seen the services PMIs this week They've been very very disappointing and certainly in terms of the employment components, particularly in the US They've also been a little bit soft as well now the ADP report that we saw on Wednesday was again a little bit on the soft side came in at a hundred and thirty five But that's still adding jobs weekly jobless claims are still up multi-year lows are around about 210 to 13 so Even if we get a weak headline payrolls number today It's not the end of the world and we also need to remember that next week We have the latest Fed minutes now the Fed is split three ways on What it wants to do with respect to the next rate move on the one hand We've got James Blad of the st. Louis Fed who wanted to cut rates by 50 basis points He was the one policymaker who did you then got the Hawks of Esther George and Eric Rosengren who didn't want to move on rates at all And then you've got the ones in the middle who are quite happy to cut by 25 basis points So there is a wide range of views From Fed policy makers as to whether or not the Federal Reserve needs to cut rates further at the end of this month And for that reason and that reason alone I think a neutral number on payrolls will probably not move the market that much if we get a disappointing number Sub 100 then obviously that will potentially weaken the dollar Particularly if wage growth doesn't really show any signs of moving because at the moment what we've seen over the past few days Is the probability of a US rate cut at the end of this month has gone up quite a bit in the past Few days it was around about the beginning of the week a 30% probability now It's gone up to around about 70 75 percent probability. So It's really about Managing market expectations. It's not about whether the Fed will cut rates again It's a question of when will they cut rates again because the next move in rates will be down I've no doubt of that. It's about the timing and as with anything with technical analysis It's all about the timing you can get your long-term view right But get your short-term view wrong because your timing is off So with technical analysis for me, I wait for the market to come to me So if you've got a situation whereby the market is sitting between two very important levels and It could just as easily go up as down I wait for the market to go to the level that I'm comfortable selling or buying it. So Why did we see a rebound in? Markets this week. Well, let's start with the S&P 500 because I think that more than anything is the important one of the key charts and This goes back to what I've said before with respect to correlating your index analysis Global indices generally tend to move in unison. They tend to move in lockstep So if we look at the 200 day moving average on the S&P 500 We can see and I use candle charts a lot and I'll explain why We can see here that every time there's a long shadow on any of these candles We tend to get a nice little rebound now yesterday We had a very strong rebound off the 200 day moving average Actors as a fairly decent support level apart from in and around here Where we flirted a little bit below it before breaking back above it so In terms of a long-term technical indicator and please feel free to ask Questions while I'm going I'll try and answer them as and when I can as a long-term trend indicator We are still in an uptrend. We're still in a bull market as far as equity markets are concerned So for all this noise that you're hearing about, you know, the markets are going to fall out of bed We're really we're really struggling at the moment We're not there yet and until the charts tell me otherwise This is very much by the dip mentality because we can still see that the lows here Aren't getting any lower. Yeah, we're getting a little bit of sideways Consolidation and the highs aren't getting any higher which suggests to me that the market's losing momentum You're getting in decision But what we're not getting is any evidence particularly in the S&P 500 the market is about to break lower Now that could change and when that does change I will change my mind But ultimately all I go on is the price action and the price action at the moment is trading sideways We've got these lows here. We've got the 200 day moving average and at the moment Worry above that it is it is still fairly much by the dip territory 50 day moving averages starting to roll over a little bit But which tends to tell me that the slightly shorter term momentum is starting to lose traction But nonetheless, we're still overall Very much in a by the dip mentality same rules apply with the Dow or the US 30 again the the Corrections lower aren't making new lows and until such times as they start to make new lows Then you have to be very cautious about these aggressive sell-offs We saw an aggressive sell-off in August it came back in our face We've seen an aggressive sell-off now at the beginning of this month is come back in our face You can only trade what you see and at the moment while we are starting to lose a little bit of momentum You can see that if I stretch it out a little bit further You can see at the moment. We're trading broadly sideways We did make fresh new all-time highs in the middle of the summer. We haven't been able to move above them So we have to be cautious about calling for aggressive sell-off Sometimes it's important to step away from the narrative of the markets and actually look at what the price action is doing And I can't stress that Importantly enough technical analysis is the cornerstone of everything that I do And it's it and it's an important it is for me It's an important sort of balancer in terms of I can get drawn in to all the news headlines and actually forget That I need to be looking at the charts and here with the with the DAX We've bounced off the 200 day moving average one once again It's very long shadows on the bottom halves of these candles or very strong upward impulse moves Off these loads which suggests that the market is very very cautious About being caught short at these sorts of levels, but that being said we are finding the The highs are starting to lose a little bit of momentum So at a moment looking at the DAX there's probably resistance just above the 12,000 area Which is a coincidentally where the 50 day moving average is and where the 50 day moving average has acted as a fairly decent pivot if you like in terms of Targeting the next move up or down once it finally breaks through it it tends to go quite significantly in one direction or the other so In terms of an arbiter of where we go to next the DAX could be a leading indicator So keeping an eye on that also looking at the FTSE 100 we bounced off the 7000 level yesterday And there was always the possibility that was going to happen simply because it was also very close to the lows that we saw in August and because the other markets that we were looking at didn't follow through to the downside If we look at this chart the FTSE 100 we can see straight away That the rebound suggests that there is still quite good supply Down and around the 7000 area and it was also important in the context of how the 7000 level behaved at the beginning of this year in January 2019 here on Friday January the 11th and on Friday the 18th and Monday the 21st 7100 was a significant top before we broke up through it and hit those those highs in July just below 7800 And that's another key. That's another key thing that I look at in terms of technical analysis Support and resistance reverse their functions when they break out one way or two other so Usually a resistance level once broken can become a support level now We're talking in terms of the dollar. Let's look at the dollar index the dollar index. We're still in an uptrend Okay, so people talk about a weaker dollar. Yeah, that's fine We could well go and retest this uptrend line in the dollar index, but we're still in an uptrend So I'm not calling for a weaker dollar quite yet While we're above this uptrend line here, then it's very much by the dip for the dollar. It's by the dip for stocks Now if we look at Euro dollar We can flip that on its head because we can also see that at 110 30 We have a downtrend line And this is why I look at Euro dollar and the dollar index in conjunction with each other Why is that? Because Euro dollar comprises 57 percent of the dollar index therefore It is a very good leading indicator of where Euro dollar will go and the dollar index We're in a downtrend for Euro dollar. I still think we see 108 I still think there's a good chance. We see 105 irrespective of a weaker of Lower US rates why because the US has much more potential to cut rates But I don't think it's there yet Whereas if you look at the European economy, it's in much worse shape much worse shape and the ECB has already got deeply negative rates and they're running out of road And I think there's an awful lot of stored up problems in Europe That aren't going to be resolved by anything less than a significant intervention by by virtue of fiscal policy and That I think remains some way off So Euro dollar I still think is very much sell-on rallies if we get a move back to 110 30 on a weak dollar number So what is a weak dollar? What is a weak dollar number? I think anything less than 130 is probably going to be a soft sell for the US dollar Anything less than 3.2 percent on wages is going to be a soft sell for Euro dollar Or soft sell for the US dollar rather so it'll Euro dollar will go higher In terms of cable cables a bit trickier But we can see from these long shadows on the daily chart that there's an awful lot of volatility An awful lot of uncertainty, but I'm still of the opinion that anything near 122 is probably a decent by-the-dip level and anything above 124 125 is A fairly a fairly decent area to go a little bit short But with cable you really are taking your life in your hands when it comes to trying to Get in and out because there is so much political risk attached to it and That will likely to continue to be the case over the course of the next few days and Certainly until we get some sort of clarity as to what's going to happen next. I'll have a look on I'll have a look at oil after the payrolls numbers. We've got 10 seconds to go before they come out So you can see the consensus up here for all of these numbers Let's see where we go and here we go 136 so fairly decent revised revision 168 3.5 the unemployment rate and 2.9. So the wages have dropped quite sharply So I think most people the unemployment rates also dropped So I think there's a good chance that people will focus on the weak wages numbers and push the dollar lower And we're certainly seeing some early evidence of that dolly in is probably going to try and go a little bit lower We're also probably going to see you're a dollar tried to get taken higher a little bit towards 110 Overall the markets are trying to make sense of these numbers the unemployment rate 3.5 percent dropped quite sharply from 3.7 percent now There could be a perfectly good reason for that and it could be a drop in the US Participation rate so let me just have a quick look on my Bloomberg and to see whether or not the drop in the unemployment Number is due to a drop in the US Participation rate because in essence if that is the case It's it's almost a false positive and not as good as it could be And the participation rate is unchanged so 3.5 percent and yet wages have dropped so That that is one of those numbers that has me scratching my head a little bit What it won't do is it's not going to move the dollar out of its range and if anything It's going to make the Powell Speech later tonight Chairman Powell is going to be speaking later tonight And he could well field some questions on what the possibility of the next move in US monetary policy is Likely to be but we've got a little bit of weakness in the dollar I think we could well have another go at 110 I think the market will want to have another go just to see what's up there But we've also got Rosengren speaking later today, and he's one of the Hawks So in line of these payrolls numbers, I'll be very interested to hear what he has to say Given that he's dissented for the last two rate cuts and Esther George is also speaking at 845 p.m. Tonight Also on US monetary policy. There's a host of Fed speakers coming out and speaking later this evening Eric Rosengren of the Boston Fed who dissented to the last two rate cuts Esther George at 845. She's also dissented So I will be looking for a shift in tone In terms of how they view the US economy and line of recent data Obviously chairman Powell at 7 p.m. Tonight We've also got Lail Brainard who is another Fed voting member and Randall Quiles as well So a load of Fed speakers later this evening, which I would suggest will make holding dollars a little bit On the risky side as we head into the weekend But overall looking at those payrolls numbers It's pretty much as you were It doesn't really tell us anything particularly instructive about how the US economy is doing Wages of slowed unemployment is at multi-year lows But overall I do not expect to see much in the way of a significant move In the dollar ahead of this weekend. Now, let's look at what that means for Equity markets. I think it's likely to be fairly supportive of equity markets those numbers in terms of the dollar It's not going to mean that much, but certainly in terms of equity markets I think it should be broadly supportive. We've already seen a significant rebound Of the lows the markets do look a little bit Oversold and as such I think if the s&p drops back to anywhere near to 2900 2900 we could go we could well see it head back towards the 50-day moving average around about 2940 2950 But it's important to remember not to read too much into One month's numbers, but what I would say is there's nothing in those numbers That would suggest to me that the US economy is any difficult is in any significant difficulty whatsoever and that's going to Make it very difficult. I think for anyone to argue that The Fed is any more or less likely to cut rates at the end of this month I think we're going to see I think we're going to need to see an awful lot more data On the back of those numbers But let's have a look at what the bomb markets are doing because I think what the bomb markets are doing is going to be particularly interesting Certainly in terms of what the us 10 year is doing It's around about 154 And you've got the us 2 years at 142 So they're both slightly firmer in terms of yields But the curve which is the difference between the 10 and the 2s Has slipped back from the highs that we saw Yesterday when we got a significant move lower in us 2 year yields And us 10 year yields didn't follow now. What that means is that When us short yields fall faster than us long yields and by short I mean 2 year It means the market's starting to price in a fed rate cut in the short term much more aggressively than it was previously So those weak numbers the isms Caused the yield curve to steepen for the short term 2 year price to actually Come in quite a bit more than the 2 year. So if we change that to a 2 year chart we can see here It's 142 just change that to An ordinary chart there We're seeing the 2 year Pop up by about 3 basis points today So The market's slightly more bullish about A short term fed rate cut the big question is when's it going to happen? Is it going to happen in october? Is it going to happen in december at the moment? My money is on december But that could change between now and the end of the month and certainly the bond markets Don't have much of a clue any more than i do now I've been asked a question on crude oil. So Let's have a look at brent. I'm guessing you're talking about brent as opposed to wti. I feel Now that now that i've got there If it or I can just do both in fact, I will probably do both if that's easier for you So this is this is my daily chart because I think in terms of the daily chart That's probably the most instructive What i'm going to do I've drawn a nice trend line off the lows at the end of last year because I think that's worked quite well Now we did get a little bit of a break yesterday, but what I found quite instructive about the break was that It wasn't sustained in any way shape or form it and if anything We got what is I would consider a little bit of a hammer A very long shadow or a very long doji Which suggests that There's probably potential for a bit of a rebound in brent back above 60 dollars a barrel to around about 62 Which is where the 50 day moving average is it suggests to me that the market is quite short We are back below the pre aramco attack levels And that would suggest that maybe it's come down a little bit too far And potentially we could see a move back to around about the 50 day moving average What is also a little bit of a warning is that the the rsi not the rsi the slow stochastic Is a little bit oversold So I think while we're above this uptrend line here You have to be very cautious about being short of brent crude because any number of things can happen And from a geopolitical point of view the dollar could weaken as well Which could be broadly supportive of brent and as a result I think that brent's got the potential to head back towards 60 bucks Over the course of the next week or so if we look at wti Slightly different story slightly different supply and demand dynamics because with wti You've always got the possibility That the fed could not the fed the us treasury could open up the spr the strategic petroleum reserve And that's why you've seen in this particular Daily chart here why we've seen a little bit of a breakout in wti But what we haven't been able to do is break below that 51 dollars a barrel mark And in essence the nice little bear trap here has seen us come back and rally higher These two tend to move in fairly close correlation to each other. So while the trend lines Don't necessarily always correlate If we're going to see an aggressive sell-off Then I'd want to see the I want to see that sell-off confirmed on both Daily charts wasn't confirmed on the brent chart the break of the trend line Which suggests to me that there's always a risk you can get caught in a bit of a bear trap On a break below A trend line break of this particular Um daily chart here And you can certainly see that when you actually zoom it all the way out from those lows that we saw at the end of December So that's brent and wti. I still think it's very much on By the dip But As I say in terms of the long term when you say break to the upside, do you mean where from above 60 dollars a barrel? or um Or a little bit higher than that Because I'm guessing you're looking at it from a slightly shorter time frame than what I am If if that's if that's good English, which it probably isn't But um, I can open that up again for you well So I'm looking at it from a daily chart and you're looking at it from a slightly shorter term time frame, so So let's say let's take it. I'm guessing four hours is probably even too short term for you as well I mean what I would say is that 60 dollars a barrel is probably the level you need to see it break above So I can certainly see a move back to 60 dollars a barrel in the short term will probably get a move back to this This series of lows through here Based on what I've said before with respect to technical analysis Usually if you get a series of lows it breaks below there It then becomes resistance on the way back up simply because any stale longs that got taken out on the move lower Um, will suddenly think to themselves if I'm still holding those longs. Maybe it's a good time to get out Um flat as opposed to taking a loss when the market's an awful lot lower Very there's an awful lot of psychology Involved because not everyone will get out on a stop loss on an initial move lower They may get out on the pullback to the breakout level and then have another look at it so From from that point of view, you know, I could I could certainly see there's scope to move to 60 dollars a barrel But again, it really depends on um An improvement in the economic data Whether or not OPEC talk further about production cuts And what have you and that's always the fly in the ointment when it comes to oil prices. You've always got the OPEC side of it Wouldn't you're asking me earnings is in company earnings. Well, I think in terms of Company earnings. I'm more interested in what companies are forecasting as opposed to what they're bringing in right now Because I think if you look at company earnings the forecasts Have been coming in lower for quite some time now and yet the s and p 500 is still pretty much near its all-time highs So how important Are company earnings at some point they are important But a big question is where's the tipping point and until such times as stock markets Show signs that they're about to roll over and they are choppy, but they are still very much in an uptrend You still got to take the view that you've got to buy dips. Why because Stocks are probably still the best game in town when you've got bond yields, which are negative in europe And are just about above zero everywhere else apart from the u.s. Where they're above Around about one and a half percent Oh average earnings that that's fine. I mean again one figure does not make a trend So we've held at 3.2 percent in terms of average earnings for quite some time We've seen a dip to 2.9 percent. There could be any number of factors Involved in that it could be that In september there was an awful lot of what I would call casual labor taken on And as a result wages average wages took a little bit of a knock You know, it could be seasonal. So it'd be interesting to see whether or not earnings for october Continue that trend or whether they go back above three percent So that'll be particular that that'll be of a particular interest to me in terms of what the wages do next month Because I think If you if you switch on bloomberg and you watch cnbc or what have you there's always a focus on a particular number and Well, that's that can be what I would call an early warning or alarm bell or what have you it doesn't necessarily make a trend So, you know using non-farm payrolls as an example We saw two poor numbers this year and then we saw a bit of a rebound in subsequent months So, you know, you have to be very very careful about reading too much into one set of numbers What I would say is the weak employment components that we saw in the isms this week for september They certainly haven't They're certainly not being shown in these october numbers Sorry these these september numbers, but they could show In the october payrolls report when I do the webinar a month from now So we could get a weak october number so There is no question in my mind that the us economy is slowing down The big question is how quickly is it slowing down? Is the us consumer about to pull in their horns? Judging by the most recent consumer confidence number was a big drop Between august and september So i'll be very interested to see what the september retail sales Look like when they come out in a couple of weeks time if us retail sales slow down and they've been fairly strong so far this year If they slow down that could be the first indication That maybe the us consumers starting to reign in its spending of course What it could be is the us consumer is merely Holding in its spending in preparation for thanksgiving and and halloween Because generally what happens is they go on a bit of a splurge the end of october for halloween and thanksgiving And and christmas so you may get a week September for retail sales and you get a big rebound in october or november There's so many different factors at play so When you try and put all that together sometimes it's an awful lot easy just to look at the charts and say I'm going to trade off the charts and try and forget about all the news because otherwise you just drive yourself mad Anyway, does anyone else have any other questions on anything that i haven't covered quite yet? So i've covered crude oil. I've looked at gold um gold prices have Edged a little bit lower the dollars slightly firmer well, hasn't really moved euro dollars unchanged on the day Dollars slightly stronger against the pound against the yen. It's pretty much unchanged And gold is slightly weaker on the day so um anything else covered crude oil covered s and p covered footsie 100 um Unless anyone has any other questions I'd like to thank you all for tuning in And um if you have any feedback on what have you more than gratefully received US 30 do you mean the us 30? I'm guessing you mean the us 30 not the us 33. Yeah, okay Again, same story 200 day moving average. We rebounded off it. It's pretty similar to the s and p I think there's a decent chance that we could head back towards the 50 day moving average So for me, it's very much a case of Stock markets in general by the dips until such times as we break below the 200 day moving average on The s and p the dachs and the dow or we break below the 7 000 level on the footsie 100 So hopefully hopefully that's um short sweet fairly concise And answers all of your questions as I say if you have any questions follow me on twitter m hueson underscore cmc i'm tweeting fairly regularly throughout the day And my colleague david madden d madden underscore cmc Otherwise, I'd like to thank you all for listening and wish you all a pleasant weekend. Thanks very much For your attendance


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He's not even on the phone He's holding his helmet False claims that's how I'm making Kyle walk the plank Kyle you want to go play paintball with everybody from the shop it'll be an unofficial team outing Can't say it's a team outing because someone gets hurt obviously the business but We'll all just be at the paintball fields at the same time Stowers you got purple Marta. Yeah, I get it really really really cold outside get hit with that thing Mmm. Oh sweat pain pain pain purple to 99 Marta Mets Everybody's only allowed to wear what one layer of clothing Yeah, t-shirt shorts. Yeah, I got you get eye goggles. That's it.  Yeah, I Don't think the math really adds up there Alper has going going on maybe Yeah Travis I saw that earlier Bray Wyatt passed away only 36 Babe Ruth refractor Louie Sarai's Parazza fresh faces sad Guy refractor rookie is Parazza Yankees purple Louie Sarai is for the twins there his all-star goes to the twins the 99 Gold going going gone Frank Thomas.  I don't even know Dude last time when paintballing good. God. I don't even know when the last probably high school I probably had to go with my parents I was that young Think when you're under 18 you have to have someone like they're right. I would I would assume you're giving somebody some that shoots projectiles Gold to 50 is Gertie L. Astros Baseball Senga fresh faces. You have to Yeah, yeah, you got humble them. I love no. Hey, you can talk but there's consequences Yeah, I reckon you ought to live on soto angels Erin Nola gold to 50 more no for the twins Twins Spencer Strider fresh faces auto or Kyle Strider. Maybe you know it's kind of like him You go Braves got an Acunya refractor and blue working to 75 Nolan Jones Rockies.  Yeah He gets like if he gets a ghillie suit on he's just like crawling Freeze my paintballs With the dry ice you're like Come out To 99 Jersey auto Tom Glavin for the Braves base Jersey autos of Manoa Paul Molliter both blue J's them and the Molliter is a blue J and a chipper Jones for the Braves Braves it really well here Spencer Strider auto leave on soto to 75 Cabrera Yankees Gabel Moreno diamond backs Bubba Thompson Rangers gold to 50 Max Meyer Marlins Astros Corey Lee and Altuve. Oh snap That'll do it four box number eight coming up next


Hello everyone, I've been presenting my opinion, and my project is that I want to talk about the scale to be better. So it's a connection right here for RIN. Just mute this one, yeah? Yeah, mute those lights, I'm going to mute them. How do you? Okay. They can mute it themselves. I mute it himself, okay. Hello, Hallock? Can you speak up please? Tell him to stop his speaker. Yes. No, his microphone. Can you hear us, Hallock? Yeah, but I think he muted himself, so he made the decision, right? Hallock, you need to unmute yourself. Hallock, can you unmute yourself? Oh, maybe not. No, he needs to mute. Yeah, can you hear me now? Yes, yes. Hello. Yes, very well. So mute one now, yeah? Okay. Go ahead. Should I start? Yes. Yeah. So, hi. I'll be talking about, so this talk is about telling him better. She's a connection manager for RIN. So, even if you are wondering why it's such a strange or weird thing, I'll explain that as well. So, let me introduce myself. This is from the introduction. I'm Malo Khan. I'm the interior of the company Bell. I'm a semi-sized new third year in there. I've been, I've grown content of the Bell by moving somewhere for a project. It's again 2016. So, as I mentioned, this was my moving somewhere for a project. So, I had some excellent ventures. The idea was proposed by Daniel himself. He was involved with KDN. He was also working on the previous project. So, and it's Stephen Simon-Cruvick, who is a member of Shibuakar Unilever's Grim Team. He's Alexander Kiewicz, who is an active maintainer of KDNBQB. So, he's a typical guy living for a project. Stephen Simon-Cruvick is cute. I think the slides have been... You're there, Alok. You can see the slides. But the slides are for you. Yeah, I can see them. So, you can continue? I actually cannot see where you're getting the slide on my screen. Is there anything else you want to ask me, Malo? Yeah, but... Can you mute that one with the slide?  Is that easier or something? Oh, to unmute. I'm going to slide something. Yeah, let's mute the top.  Can you look... Can you look, please, with my slides? Yes, we can see the slides. Yeah, so you... Can you... No, I cannot see the slides clearly to myself. Okay, yeah, okay, I got it here. So... This is a... So, since this is a short slide, you don't have to display them. Maybe I'm losing time. So, I can make the topic straight away. So... I can't see the connection of that. So, there was a... I'll just be repeating something once again. So, technically, it defines itself as a modular framework that will allow real-time communication services to plug back in. It all can work together in the same framework. And so, there are several components to this modular framework. We will have a look at the major ones from the perspective of the connection manager developing the point here. There's a connection manager, which is... which is the service which forms the plug-in protocol back in part of the framework. And these services can allow other communication services like text, product, etc. And this client will be the application that user uses to interact with the technical framework. So, for example, this is Geno, which is very, very complicated. This is the version in Geno. And KD has KD to KD. This is the... this is the... and there are other relevant components which you don't... you don't need to go into KDs right now. I mentioned them for completeness. So, the account manager and channel dispatcher. So, when you can get this over here, you can see that this will be... in a typical limits test of... this will be the case for D-Bus, which is used to share all the signals, signals, messages, etc. And all the services on the top card, you can see the components of telepages, unnecessary for telepathy, become manager, channel dispatcher, all of that, etc. So, the lower half, you can see what are relevant, what are relevant for us, such as telepathy value, which will be the connection manager. And other account manager and channel dispatcher can access that as well. So, there will be client everything in this case. And other applications which are connected to D-Bus are also there. This is the general overview in the access box, all the... what all things will be connected to D-Bus. The telepages are very... D-Bus extensive... D-Bus extensive. Now, let's have a quick look at the ring. There was also a talk about ring earlier, and I also came to the key points here. So, ring is a... ring isn't... being... put... being done just in service. It's open source. And... it's done up by a serial pair of Linux. So, what is unique about ring is that it uses a distributed PNFO. Some key components are put in source and key points about credits. It uses open base because this is where all the magic of PNN applies. And when using ring, every user will use a ring ID. So, this is a... this is just like a shower, and it has 21... so, 20 bytes. So, 40 digits. Exit is no use. They fix by a ring pool. So, this will be a ring ID. This is an example of ring ID. So, every user will have a unique ring that's ID associated with him on the distributed network. It has regressed several signs of Windows, Mac, Linux, Android, Apple, and so on. Since we are discussing about Linux here, we will really put it into the Linux and I will set it for you. It's a GNU project.  A beta to release was... there was a beta to release on November. So, a fair amount of... it is going on. It has a small... a small degree of introduction to its architecture. So, we can say that it has a detailed architecture. The core part of it is the ring. Here is where the ring daemon and the VHD lies. You can roughly say that this is the core part of the ring. The core logic of it. There is a difference line which is common to all... it's common to all the platforms when they learn Linux. And that difference line is then used by Benchino and Benkei. So, Benkei and Benkei are the official ring application while Benkei is a community-affiliated version. So, there are a couple... these codes... these codes of them are user-level application lines for it. So, why... use... I looked it back. I had some... very simple... very simple and straightforward reasons for that. Ring daemon has a very... well-documented, exposed API. So, we can exploit that and easily create an action method. It makes an advantage to create a different process quite... easy and quick. So, the big frameworks are and its lines are installed by default in many institutions such as Ubuntu has... installed by default... AD or... AD also has... in its framework. By that, we can say that it will be a lower entry value for new users. New users may not have to install the ring client and the application. Then, there are... the action method is prepared... there are some basics... and then... thereby reduces the installation that we need to do. And the action method is also quite reliable. This will be the preview of... this will be the preview of... by using... as I mentioned, the ring client... as I mentioned, there is a ring client... also... as I mentioned, the ring client... also uses the ring... the ring user... and then... and so, can it be better or the action method can be better? So, it's simply... to interact with the ring client and get the ring client thereby just reducing another step. And you can see that it can be equally powerful as a ring client. It may not have all of the functions of the ring client but it can be equally... it can certainly do a lot of basic tasks such as... etc. So, now, what are all the things that are implemented? What are all the things that I did while I was working on the project? The first thing that I did was... I used C++ and I used... as a backend this... and then I made sure that I could correct the painting and if you see this, I could debug everything that was working and after that I implemented some basic account management functions. So, for basic, I need... creating a simple account associating a username or a password. These are the simple things. And some basic contact management while I was working on... really... it did not have the features to support full-body contact management. It did not involve contacts as well. So, what I did was... giving a lifetime of connection I could associate any person who calls an emailing ID which... there's a message in the coming message or something like this. I associated with a temporary contact for lifetime of the connection. This is what I did with that. It's all there. Hello. Can you wrap it up in one minute so Jamini has some time to present also? Okay, okay, I'll... Thank you. I did feel that just for experience I didn't do any basic calls. So, I think I may not have time but I think it will make it very quick. Also, I'll be using the... I'll be using my phone to send a quick message to my trained client definitely. While I'm sending my... this is life. So, the message... this is the... this is the... this is the... this is the logic working here. It's the feminine message. Okay. This is the... So, I'll skip this from there. Well, I have... I should also include some... some... some... So, there is what that can be done. The government can be contacted and done. Since everything is done we just believe that it will be heavy heavy for a video call or I talk to video call and the videos can be looked at. And all other features that are... that bring what we are in yourself can also be added. So, I'd like to also answer a question which is why this is connected in real life and this... So, I've been kind of hoping for a way to have a stable API since the product only aimed at making a very paid-off schedule for the actual manager and within no time there will be a stable API and I can product and have significant kind of rates to the commercial manager. That's why I've been talking for some time regarding this. Okay. So, last I would reiterate this unique philosophy. Do one thing and do it there. By the way, as you see telepathy we ensure that we use one thing which is good at doing all things. So, it will help people reduce the massive amount of efforts that they do creating their own desktop clients for their own services. Most of these features can be extracted and easily integrated into the game industry table. And I would recommend anyone who wants to create a simple client application to have a try at telepathy. Thank you. If there are any questions if you remain here and also whether this will be my critical profile it's there including this slide and I will also treat this slide as after the start. So, that's it. Thank you. All right. Let's wrap up. Any questions? Any questions? I cannot see you but I hope that I look at so let's know. Any question for Hello? No. Okay. Thank you. Thanks, hello. It was great to have you participate. Thank you. It was great work too. Thank you. Okay.


Today on Up In Addams, what are we under-reacting to? Everybody's overreacting all the time in the NFL. What needs to get more love and more discussion on the airwaves? We'll do that. Plus, we're going NFL trade dating. That's right. I've never played on Twin Tinder. Twinder, Tinder. We're going Swiping right and up and down and aft and fro and two and fro and all of that.  What is... I like the cable here. That's really good. Let me adjust and move this around. This people is a helmet that I asked for. Like a little girl on Christmas asking for an easy bake oven from Santa Claus. I asked for it because it's a thing of beauty. And then they sent it to me, Seth Tanner, the bangles when they wore it on that beautiful night. But I wasn't ready. Well, I was also, you know, a procrastinator. I also left it at home day after day for about two weeks. But also I wasn't ready to commit fully to the bangles. So many questions, so much tumult, turnover. But now, as Rafiki would say, the young Simba and the Lion King, it is time to give it its rightful and thoughtful place over here on the up and Adams wall right next. I mean, this has got to go away. I can't watch this anymore. There's Eli, man. I'm sorry. Eli's done. This way. Well, it looks better. Look at my outfit today. Who dresses like this? Nobody. Welcome to up and Adams. Here's the deal. We're going to talk under reactions here at the top of the show. I need yours, by the way, over up and Adams show on Twitter. Marissa is cracking up. That's fine. Well, we were supposed to, you know, we'll get to this, all of this, but this is, does it look, is it sticking out? I don't know if that works. I think we need to find a better place. Marissa, can you, can you help me? We got to move it somewhere. I mean, are we going to displace the chargers? Yeah, move the, sorry, Chad Powers. Yes. That's it right there. Is that good? Marissa, that's, everybody, Marissa. Let's take a, oh, that's much better. Yes. The Bengals helmet. And you're thinking, why are you doing this? They wore that forever ago or whatever. Well, it brings us to our under reactions as we head towards week eight, because I do not think, and this is the perfect day to do this. And this team has had my heart for the past year and a half now, but we are not making a big enough deal out of the fact that the Bengals offense is fully back. And Joe Burrow has eight total touchdowns and no picks. He's accounted for over 800 yards of offense over the last two games. Jamar Chase has had back-to-back games with over 130 yards and two touchdowns. Jamar Chase, Boyd and T. Higgins, who I believe we're talking to this week on the Up and Atom show, are now all on pace to put up over 1,100 yards apiece.  Browns Panthers, they have their bi-week at the perfect time, and then they have the Steelers. This, my friends, that helmet ain't going nowhere. That is here to stay, because this is a huge opportunity to make a run at the likes of the Bills and the Chiefs. They've gotten better every week. That's what I've been looking for.   Is Zach Taylor going to spice it up a little bit and find ways to get Jamar Chase and company open? And they are finding their way, and they're getting better week in, week out. So they took care of things against the Falcons. They looked the best that they have all year. I do think it continues, and I think that they're back. So let's bring in Matthew Hamilton here. I think you got to get on board, because they're not going anywhere. Oh, I'm on board, and I agree with you 100%. I don't think they're going anywhere. And I think a big reason for that is they've changed their approach now offensively. Not only does Burrell look more decisive, more locked in, and is he getting the ball out quickly. Look at this. They've become almost an exclusively passing team. Look at that. 40 drop-backs, just 10 handoffs in that week six game. Last week, 45 drop-backs to just 18 handoffs. And by the way, nine of those 18 came in the fourth quarter when the game was already out of hand and they were just running out the clock. We're really seeing this offense totally in the hands of Burrell. I know Mixon is a great running back, but they're getting him involved more in the passing game. They've really pretty much abandoned the run completely. Over 75% pass over these last two weeks, and it's working. But we don't like that. We like the balance. I can't sit here and say, Aaron Rodgers, Tom Brady, you need to run the ball. And then you want Burrell out there tossing the thing 75% of the time, man. But see, I think the way that this offense is constructed with the playmakers that they have and with Burrell's ability to just make those quick decisions, get the ball out accurately, it works for them. And it also covers up some of the faults they may have in that offensive line. They're not as good a run blocking team as some of these other teams. And when you run your offense that way, quick tempo, getting the ball out quickly, it slows down the pass rush as well.  They're not perfect. And there's a big question. The big question is Zach Taylor to me, because you're showing the play calling. You're impressed with it, but there are some decisions he makes and he is made through this season. And it's not much different than last season, but you want to step up. You want it to not all be on Burrell. Yeah, and there were a couple moments, even in that win, there was a fourth and one where they line up in an empty set. And I'm not opposed to throwing the ball on fourth and one, but at least give the threat of brawn. When you line up empty that way, the defense knows what you're doing at that point when you line up in an empty set. So I agree. There are still some areas of concern there, but overall I love the direction that they're headed. And it looks good. I'm sure you loved this clean, clean helmet when it came out. Oh, it's amazing. I've been wanting that helmet for, since they introduced those all white jerseys, I've been wanting that helmet. And I'm so glad that the NFL lightened up on those rules a little bit and we can finally get it. It's true. Let's talk a little ravers here for my second underreaction. Now, they've started to figure it out. AFC West, you know, no picnic for anybody, but they started in the hole big time. They were 0-3 and I feel like we pretty much buried them from a media standpoint. No one's talking, no one's literally, no one's talking about the Raiders. Maybe James Jones, who's of course here at Fandle, works for them and covers them. But so far this month, you have to give them credit where it's due. And if you're gonna slam them for an 0-3 start, then you better be giving them love when they start getting it together, which they have. They've won two of their last three, the one loss being a one-point Monday night thriller against the Chiefs. And it's really the way they're doing it that's given me some confidence that it might be sustainable or even evolve into something better down the stretch here because they've been feeding the beast that is Josh Jacobs over the last three games. No, why is no one talking about this? He's averaging 27 touches for 174 yards per game while scoring six touchdowns. And you know, you know, Hamilton, we had Mark Ingramon yesterday, Bammerguy loves Josh Jacobs more than anything and he's like, man, he kind of, I think is going into this weekend because they've got a bout against the Saints knowing that in what world is he going to be able to put up the numbers that Josh Jacobs is, he's on such a roll. And you told me a crazy thing on the phone the other day. So I'd like to give you the plat and form in this space to say it. Yeah, and I love as the Bengals offense has gone one way, the Raiders have gone the other in a really feeding Josh Jacobs. And again, I don't think Derek Carr is burrow. We've seen a more efficient Derek Carr, a Derek Carr that more resembles what we saw last year in these last couple of weeks since they've gotten Jacobs going. And I don't think it's crazy to think they can make the playoffs. Fandall has them at plus 280 to do so right now even at two and four. I think when you look at the landscape in the AFC right now with the Jets injuries and the Chargers injuries, we're going to see those teams slip a little bit and look at these next five games. They're all very winnable. So I could see the Raiders going on a little bit of a run here and working their way into that playoff picture. I don't think it's crazy. The studio is silent with this. I think they're going to do it. I'll come right out and say it. I think we're going to see the Raiders in the playoffs. And what happens in the west of the AFC West? Zoltar? I think the Char, I do think the Chargers with those injuries, I think it's starting, they're starting to catch up with them. I don't think Herbert's right with those ribs. He's pushing through admirably, but he doesn't look like the same guy right now. I think the Broncos are in a lot of trouble. So I think we see the Raiders climb their way up to second place in that division. And as I said, I think with the Jets too, I know getting James Robinson was great for them, but the Elijah Vera Tucker injury and what that does to their offensive line is concerning. Okay, I'm not even against it. I'd be happy to see it happen. And you know, Josh McDaniel, the, Josh McDaniel is the visor one for him to have some success. And I do sort of like that they're quietly coming out of nowhere.  I can't watch a Broncos game right now. Yeah, it's tough. You know, the Brett Rippen experience wasn't much better last weekend. And I don't know with those injuries that Russell has, how healthy he's going to be at any point this season. And they don't even have their first round pick to fall back on because they shipped it off to Seattle. So right now really the Broncos just have to try to figure it out with what they have and be the best they can. Because yeah, they don't even get the reward of that drafting if things continue to go south. Woof. And I, of course, called Jerry Judy being this, the second coming of Randy Moss this year and saying that he would be an all pro. Hey, maybe he will be in Green Bay. Who knows? We are playing draft trade machine or trading game or something later on in the program. But my third thing that we are as a media group as a fan base, as people who love the NFL, we are underreacting to the fact. And I'm always on trend. Look at this denim on denim. I dress myself in the dark. I always know what's popping out there. Running, running the ball is back in a big way across the league right now. And you say, oh, teams always run. No, no, no, no, no, no, my friends. Right now there are six teams averaging over 150 yards per game on the ground. To put that into perspective, only six teams have done that in the previous five years. And if you look at all of those teams, they're mostly having success with it. The undefeated Eagles, stunning six-in-one giant situation. There's literally some sort of bug flying around. The Ravens, even the Falcons and the Bears who have been way more competitive than people thought are running the ball.  Well, I think we're seeing, it's kind of the natural evolution of the league. You see these ebbs and flows at times. Defenses have gotten smaller and quicker to try to defend the pass because teams have become so pass heavy. So we're seeing certain teams that may not have the weapons in the pass game start to invest in the run game and go the opposite direction and just try to play this physical brand of football. And I think when you look at the teams that are really having success on that list, they run a lot of designed runs for their quarterbacks, whether it's the Ravens, the Eagles, the Giants. And that not only adds another element of misdirection to the run game, but you pick up an extra blocker as well when you use your quarterback in that way. So it's not really something that we'd seen teams comfortable doing. They don't want to get their quarterbacks hurt. But I think the Ravens kind of set the precedent for using Lamar the way they didn't showing that it is a sustainable way to run an offense in the NFL now. It's true. And so if it's so on trend, by the way, Vernon Davis coming on, always on trend, always knows what's going on. And if this is what's happening in the NFL and there's so much success at that, the crazier thing and the bigger underreaction is why we are not killing Aaron Rodgers and these offenses like Tom Brady's offense, even more for not relying on the ball and running it more. What are they doing? Yeah, that's a great point. And they have the personnel to do it. Aaron Jones is having a phenomenal year when he does get the ball. Leonard Fournette, the same thing. So you have the personnel to do it. I don't know why we haven't seen them do it. And speaking of on trend, I mean, this is, I used one of your coupons to pick this up from Marshall's yesterday. So I hope you like it. I like it, along with Tums and a bird feeder with three sails and a crow's nest. What a weird memory I have. All right, we've got, by the way, big part of today's show, your underreaction. So please hit us up on Twitter, at up and Adam's show with those. Now, Jordan Spieth, we tweeted he's coming on.  So we thought he was coming on. Hammer will be back odd. I think we're trying to find another date. I think there's like a, some sort of situation, a brewing and a gas tier in my ear. But we have Vernon Davis, which I'm even more excited about after this. An absolute legend.  We can't keep up. We tried to do the research, Vernon. Show us those teeth. Come on now. There they are. Oh, Jesus. Well, that's aggressive. I do love Ricky. Man, I missed him on the field, but he sure is shining off of it. Our next guest, a tight end in the NFL for 14 seasons, two-time Pro Bowler, Super Bowl champion.  An actor, a producer, a musician, a mind, a visionary, taking on the entertainment world by storm. Vernon Davis, good morning. Good to see you. Good to be here. Good to see you too. You know, last time I saw you, and this is why I just want to get into this right away, we did a Smirnoff sort of string of commercials together as we're Smirnoff partners, which is so, so fun. We perfected your Cosmo catch, but we're on this set and Vernon's done some acting. I've never done any acting.  And I'm like, oh, Smirnoff, what are these are the ingredients? And they're like, calm the F down. You're being crazy. And you are so wonderful to me and calm and really helpful with your advice. So thank you. And that was quite a day. That was quite a day. We put some work in, Kay. Yeah, we certainly did. You were just in Miami with, tell me with Smirnoff or without, or what were you doing? No, I was with Smirnoff. We were partying. We were celebrating the undefeated Miami team in 1972. It was, it was amazing. We were partying like it was 1972. Jason Taylor came through. Whoa. I brought my brother, Vonte Davis was there with his wife. And it was a great time. It was a wonderful time.  TV, films, music. And then you have this, you know, incredible post football career that you're working on. When did you know that this is what you wanted to do? I knew this was what I wanted to do while I was playing in San Francisco. I would break away on, on my day off and I would take a, I would take a class at the Shelton Theater of Art in downtown San Francisco. And that's where I fell in love with the world of acting, producing, just creating in general. And then once I got done with football, when I knew I was going to hang it up, I had a script and I had some partners of mine and we put this movie together. We brought in everything that we needed to make it work and it was a success.  I'm looking at some of the things you've done as far as film work and there's other things to talk about. But John Malkovich, Bruce Willis, Morgan Freeman, you've been in films with them. What was your big takeaway from working with such accomplished actors? It was awesome working with those guys, especially Bruce Willis. I caught him on his way out, his last two films, Gasoline Alley and A Day to Die. I was a part of that and, you know, I'm elated to have that experience and share it with him, but Morgan Freeman was the highlight of my post-career, everything that he stands for. I mean, this guy's 85 years old and to watch him be the first one on set and the last one to leave, it told me a lot about who he is and why he's at the space that he's in because he put the work in. It's all about the work that you put in, the preparation over time and he's shown it. He's been super consistent. What else did you learn from him?  Did you pick up any acting tips from him? Yeah, we had a scene where I was going up to Morgan and I got a knife in my hand and I'm approaching him and I just look at the knife and I tossed it. He said, no, no, no, try this. I walk up, I drop the knife like this and then I look up and I walk towards him. I was like, wow, those subtle details. It's always, a wise man told me, he said every action has a thousand little actions. That's, you're blowing my mind. I mean, you went from working, all I'm thinking while you're saying this is this man went from working with Morgan Freeman to K Adams one day about to shoot you poor thing. That's, I feel so bad for you. Did you, when you were younger, like a kid, did you have the chops for it? Like, could you ask? No, no, no, no. Really? No, I couldn't, I couldn't paint. I couldn't act. I couldn't do anything. But play football and basketball. Little soccer here and there. But when I arrived in college, my teammates, I had some teammates who were our studio majors and I just found it fascinating. So I went to my academic counselor and I said, I want to change my major. So I did. And after that, I did look back. I started finding so much creativity within myself. I opened up and I opened up an art gallery in San Jose when I was there. And I just kept going. Yeah, I remember that. And you coming on Good Morning Football and talking about it, but then you sort of delved into this world. And I sat next to Nate Burleson for six years. And he also super creative mind. Football was a big part of his life, but never the biggest creative outlet for him. And it always is looking to do arts and music. And speaking of music, you released a music album. You sing, you rap. And listen, teach me how to bounce like this. I love it. Well, look at that booty shaking. What is happening? Tell me all about this. Yeah, we filmed it at the Commander Stadium. It was bounced like this. It's like, it's a movement.  It's the music that I grew up. Listening to the music that I grew up rooting for. It's just, it's the culture and people live for it. They love it. It makes them happy. It's just, it brings joy to the city. And for me to be a part of something so special is amazing. I'll gather Mike with one of my really good friends named Tom P, who did a lot of stuff for Wale, the rapper. And he came into the studio. He had this beat and I started writing to it. And it just came together nicely. So now we're going to work on an album. You're going to do a whole album? I mean, this is like... We're working on an album. Yeah. This is, this is you singing. Did you have a bounce like this? In your own time. This is Murnett. Hey, you got a cable.  I see you. Yeah. That's my vision, my mind. It's amazing. I love it. So we have an album coming. That's insane in performances and all of that. But let's talk a little bit of football. Shelly, let's do it. Your former team, The Niners. Big trade that they made for Christian McCaffrey.  Do you think he makes them Super Bowl contenders as you, of course, went through a similar experience being traded from The Niners to Denver mid-season and then you go on to win yourself that ring? Well, sometimes it can be tough, depending on how fast you can absorb the playbook because you go from one playbook to another, especially mid-season. It can be difficult, like it was for me. Playing with Peyton Manning, new system, I have to learn everything. And you have to think it takes guys sometimes from, what, April all the way until the season starts. That's a lot of time to be able to learn something. So it depends on how fast he can pick up the playbook and how consistent can he be. Because McCaffrey, over the years, he hasn't been super consistent. If you look at his numbers, one year, he had 1,000 yards. The next year, he's at 800, 700. So if he can show that he can have that consistency that the team needs in order for them to be able to make it to the championship, then I think they'll have a chance to do some really good things with the addition of McCaffrey. What do you mean really good things? Does adding McCaffrey, let's say he stays healthy because that's the hedging, right? Because the inconsistency comes from injury. Is this a Super Bowl contender? I would say, yes, they are Super Bowl contender. I'm just thinking about the talent across the board. I mean, they're super talented. I played with some of those guys like Trent Williams. He's one of the best tackles to have played a game, in my opinion, with the things that he can do. Then you have Debo who can do everything. Now you have not one good running back on the team, but you have two good running backs, and Debo and McCaffrey. Like I said, if they can all stay healthy, I think they will be a Super Bowl contender for sure. What are they missing, you think? I think they need to figure out a way to get more the players involved from an offensive standpoint instead of just trying to rely on Debo. He's not everything. At some point, guys are going to really try to figure out how to stop him. Right now, they're having a tough time, but I think they're really going to have a really figure it out, so they got to rely on the other weapons to make plays and get open. Defensively, they have to do what they've always done, which is stay healthy and make plays. Yeah. I mean, they don't have a Vernon Davis. They have a Kittle, though, but there's not many like you. You were an elite tight end. You were an elite athlete. And you and I had Delaney Walker on last week to give him love for his retirement. And I know that you two are super close. Y'all both sort of changed the game and really did some things out there in San Francisco. Is there anybody in a league right now that reminds you of yourself? There's two guys in my mind, in my opinion, that would be Travis Kelsey and George Kittle.  What they can do when they line up against the one, they create a mismatch. And meaning that they can get separation. They catch the ball. They know how to separate from the defender. And they have great hands, and they can block at the point of attack. That's what you want to do. You want all of those qualities in tight end, especially if you're trying to win games. Yeah, Travis Kelsey has a Super Bowl ring. We need George Kittle to get one. Hopefully they can get there. Delaney Walker, I'd like to hear you talk about him a little bit, because he retires with Tennessee. It was really beautiful. And they had all these messages from former players. And they were very, it was very much Tennessee Titans base. And then there was you. And you stuck out and it was important for you. So, you know, talk to me, I guess, about what's behind your friendship and what you'll remember most from playing with him. You got to say D-Love, Ken. D-Love. D-Love. That's what we call him, D-Love. He had a bounce like this. D-Love. Okay, D-Love. No, I asked him, I had to, I remember the first time I met D-Love, Delaney Walker, and I walked up to him and I shook his hand. He said, gosh, bro, you shaking my hand really hard. I was like, I don't even know you. You couple, why you talking to me like that? And we became the best of friends. We became the best of friends. And I knew he was super talented, because when he got on the field, I mean, he could run. I felt like he was faster than me. A lot of people on the team would say I was faster, but I think he was faster than me for sure. And he was just a playmaker. North Turner was there when we arrived in 2006. And he tried his best to utilize Delaney, but the problem was, is that they brought me in to be the playmaker, so they couldn't really add Delaney as much. So they had to figure out a way to use both of us at the same time. And Delaney wouldn't make plays. The career that he had at the Titans was Delaney being Delaney. He's always been that way, but it was just hard to utilize him. So I mean, wonderful experience, great player, and I wish him the best. And I'm always a fan. I love that. And just the camaraderie between you two, and just what you guys just destroyed, do you feel like you had three defenders on you? Like, well, you two did out there in San Francisco. It was always so fun to watch back in those days. And I saw those highlights, that little music video we had leading in here. I got to think you got something left. I just spent time with you. You're in shape.  We have so much going on. Do you miss it? Okay, I woke up this morning, and I felt like I was playing for the San Francisco 49ers. I had a dream that I was playing football. I miss it. I dream about it all the time. Some mornings I wake up, and I feel like calling my agent saying, hey, I think I want to play for one more year. So I'm always getting the itch because I can still do it. You know, I haven't stopped training. I'm always working. I work out five days a week. And a lot of the things that I do is what I learned from training from football. And I didn't stop. I don't lip is heavy anymore, but I've run the same. And I do some of the drills at times. Okay, well, let's unpack this a little bit. What is the... When you're having these dreams, take me into the dream. What are you actually dreaming about? Paint me the picture. Well, the dream this morning, I was lined up at Y receiver and I had a guy on me and I, you know, I did what we always do as a receiver.   And I scored a touchdown. But you know one thing, I couldn't remember who the quarterback was. Oh, come on. Who was the quarterback, Vernon? Who was the quarterback? It was a guy throwing me the ball. I don't know. I didn't see his face. They didn't say his name. Who was the defender? I just can't remember who. There was no... There was just the defender. I couldn't tell. It was... You know how your dream's a little blurry? It was just a blurry dream of me just making a play. Was your quarterback Aaron Rodgers potentially? Oh, okay. We need to call your agent. I need to get this... I think you should come back. I mean, how... Aaron like, Aaron like old tight ends. He like old tight ends. He could... I'm not kidding. We need to get you to Green Bay. If there was a team that you could pick and it worked to strap up for and go like who you got? What teams? Give me a rundown of attractive ones. Well, I feel like Tom Brady's going to come back one year so I will go to Tampa. Tom is coming back. What is that? How do you know? I just... A guy like Tom, he's not going to take... He's just... He's all... He's so competitive. And I feel like... I feel like he definitely come back one more year. I don't know why, but I just feel... It may not be with Tampa, but he's coming back. But you would say Tom over Aaron and what's going on up there in Green Bay. I'm worried about both. I wouldn't send you to either, I don't think. Yeah, I go with Tom.  I don't know, I take my chances with Tom. I say, I don't even know. Anybody have tight end destinations for Vernon Davis? Hit us up at Epidemic Show. You just blew my mind. I think you're going to go... I thought you were going to... I honestly, Vernon, just knowing a little bit about... I thought you were going to say, you don't miss it at all. Really? Yeah, I did. Because you're just so invested in so many other things. And you're just not... You really blew my mind there. I did not think that. But now we've got to manifest you on the team somewhere. But while we're doing that, what else do you have going on and what do we need to be looking out for? I'm working on a book. I'm working on... It's Morgan Freeman's movie is supposed to come out next month in November. And I'm on a show called Magic with the Stars. So make sure you tune in to check that out. What is that? Magic with the Stars is... was created by Chris Angel. So basically, I'm competing on a show against Flavor Flay. And... Stop it right now.  By the Bing, by the Bo. And it's you and Flavor. Yeah. Do you win? You can't tell us. I can't tell you on that. You got to watch. You got to watch. See, you got to watch. Just watch it. We got to watch. I can't... Where can we see that and when? It's on CW. I think my episode should come out between now and the next two weeks, I believe. You mop the floor with Flavor Flay. Don't even. Don't even. I can't wait to watch that. Flavor's my guy. Let me tell you, Flay and I go way back. We... I used to hang out with this guy back in the day. And for us to be on the show together, it was so awesome to see this guy work with him because we never work together. But we are friends. We've always been friends. But he's... He's quite... He's quite the guy. He's a great human being. One of the best human beings I've ever met. What's the goal for you? Is it winning an Oscar? Is it winning a Grammy? Is it having a blockbuster movie? What is mainstream fame as an actor? What is it? I think going back and winning another Super Bowl. Vernon Davis wants to come back to the NFL! I had no idea. Okay, well, my... I'm joking. I'm messing with you. I'm just joking. I don't believe you now. A Buffalo Bill. I was just joking. Why don't you walk in? Why don't you walk into Buffalo? Like week, you know, the first week of the playoffs which they're not even gonna be playing and just go up there while it's cold, get yourself a good fireplace and win yourself another ring. I like that idea. Notice respect to Dawson Knox. But you can team back up with Vaughn. Vaughn Miller. Yeah, that'd be great. Vaughn's awesome. Can you believe how well he's playing at 33 up there right now? Well, it shows that... When you're playing like that at that age, he's definitely taking care of his body. He's doing all the things that he need to do to make sure he can grow out and be productive. He's doing it. He did it while I was playing at Denver. So I know he's definitely taking care of himself. What does that mean? You guys are professional athletes. Everybody takes care of themselves at a max. So what does he do that's so much better than everybody else? Well, it's to look... So this...  Being a professional athlete means getting three massages a week, seeing a cow practice twice a week, making sure you're eating properly, making sure you're consuming your protein right off the practice, having carbs before practice, and doing that for the duration of your career. Like, if you're in the NFL for 14 years, you need to do that for 14 years. A lot of guys don't do that. And as well as stretching four to five times a day. You wouldn't believe it. I mean, it's just... That's why there's some guys who are great and have the longevity. And there's some guys they don't. Like guys like Tom Brady and Val Miller and Vernon Davis, who's coming to an NFL playoff found team near you. Vernon, congrats on all of the success. Of course, hopefully I see you soon, but until then, you can just keep teaching people how to bounce like this. Teach me how to bounce like this. I love it. I love the song. I love it. All right, you're the best. Talk to you soon, okay? I'll see you later. Okay. Guys, give us teams. He should... He meant that, right? He's not messing with me. Buffalo now, who needs him? Man! Cardinals snap 8-game home. Losing streak offense puts up 28 points as soon as D-Hup gets back on the field. NFC West is wide open. I don't know why. Love tapping Vernon Davis on the show. Nicole, who was a big fan, says, in his dream, he was lined up at wide receiver. Get the man a cheesehead. I was lost for words in that interview because I for sure thought he would say, no, okay, like I had a great time. I mean, he went, got traded midseason, won a Super Bowl, wearing nobody walks off like that. But he... And then he doubled back and said he wants another one. That was absolutely stunning. I did not see that coming. Nobody's doing more cool stuff than Vernon. So for him to put that out there, that was amazing. And I love the Buffalo idea. I also think the Eagles would be an interesting one. You know, I don't think he's going anywhere to be the guy. At this stage, obviously they have Goddard in place, but I think he'd be a great number two. They're defending so well with what they like to do, as well with all their 12 personnel sets that they like to run. Yeah, Eagles, do you want Vernon Davis? And I can't imagine it wouldn't be beneficial on both sides. Like he wants to play, obviously. That's just, that's more of a passion project than someone looking to go strike some mega deal. Yeah, definitely not. That was a little bit of a bombshell this morning on open Adams. I wasn't ready for that. I really wasn't either. And then the fact that he was having dreams about it, you know, you and I have known Vernon for almost 10 years, I'd say. We've been talking to him. And I remember interviewing him. He was one of my first interviews ever at my very first Super Bowl in New Orleans when it was Niners who was playing. Niners Ravens. Ravens. Yeah. And I would go up to these tables and it was very intimidating. And you'd go up and you'd be like, Oh, hey, Jacoby Jones. Like, will you talk to me? Like we have to, you know, you have to elbow people. People are being mean to you. Like you're this, like, you know, new girl in town. And Vernon was so nice and so lovely and took so much time to talk to me. But through his career, he's one of those guys that you always felt like had so much else going on. He really reminds me of Burleson in that way of, you know, your career is super meaningful and you're obsessed with the game.  This like other woman that he was married to and had this passionate relationship with through ups and downs. But there's players that you can just sort of see they have other stuff that they're interested and passionate about. I'm shocked that he said he'd come back. And I also am shocked that he'd say, said he'd go play with Brady. Yeah, I didn't see that one coming either. And he kind of put it out there that we may see Brady with a different team next year as well. That he not only expects him to play, but he wouldn't be surprised if he was playing somewhere other than Tampa. So that was pretty, that was pretty incredible as well. I mean, who, I thought we were just going to be talking about all the cool stuff Vernon does because there's so much of it. I didn't expect to get all this out of it. But yeah, I, I think- Yeah, do you think that, do you, can you see that? Like do you think, you know, and I honestly, like I could see Vernon wanting to move to New York and take on like a Giants kind of thing. Look, there are six in one. They could use help. They're down wide receivers. We're talking about them. I could see a world where he, you know, if he wants to, that agent's definitely calling Dable and company and trying to get that done. A nice veteran in that locker room, not doing it all. Yeah, especially, I mean, that's basically all they use right now are tight ends because they don't have any receivers left. So I feel like he'd fit in, he'd fit in perfectly. But I could see him going to Tampa as well. They've had, they've had injuries at the tight end position. Why not? Let us know God. Yeah, I mean, they just signed a tight end from their practice squad. We're seeing that, but that would be, that would be an interesting thing that he put out. Because then I was trying to think, I was like, I asked him to come on the show and like he would come on the show, but like, you know, players will come on. This is what happens. If a player's been out of the game for a bit and they want interest, then they start going on shows, right? They start saying like, oh, remember me? Like I'm here or whatever, because the NFL cycle moves so quick. So I thought he was coming to chop it on, but now part of me is like, oh, does he trying to, like he knows that like Taylor is amazing at getting clips out and stuff. Like is he trying to garner interest? Because that's just the name of the game. Yeah, no, you're right. It is, it's a, you know, a lot of these guys over the years have seen come on, you know, going back to a good morning football. It's to get the, to drum up that interest from other teams. So yeah, I, again, I thought it was just to promote everything else he's doing because there's so much cool stuff. But yeah, and that could very well be the case. I just, I'm still shocked. Like I really am. Because when we talked to him, when he was playing, it seemed like he almost had one foot out the door. He was, he was showing us his paintings and all the other stuff he had going on off the field. So it seemed like he was like working his way into retirement, even his last couple of years in the league. I want him back. I want him back especially because Delaney retired, I love it, because like some of these OGs are going away. You know, we loved, we loved these, you know, and you're seeing what's going off Brady and Rogers and I don't like it.  It's beyond crazy. So I'm headed to New York next week. I know that you've been informed of this. So you're on the East Coast. I moved here two months ago, right at the end of August, I believe, middle of August, and haven't been back since. And I'm very excited. And we're doing our show from parts unknown somewhere. I mean, I looked at the specs. It looks a little, you know, somewhere good. A warehouse. It looks a little sopranos, doesn't it? It looks a little like where something goes down. Goes down. I don't think Richard likes it. We're crashing the studio that we're going to be in. But we're going to have a lot of fun. And I wanted to quickly get out of you like a dream guest. Do you have a dream guest that you would like to join us as we do our whole week of shows in New York? I think we have the same dream guest here. It's got to be Saquon Barkley right now and everything that's going on with the Giants. We've loved Saquon since he broke into the league. And I think it would just be so fitting to be in New York, get Saquon with the momentum the Giants have right now. It's true. I'm going to say Saquon. Again, I'm going back to Francesca. Francesca's people are not being the easy.  But like, come on, a Francesca Cattam situation would be fantastic. Mike is never going to make it easy. We know this about, you know, he's going to he's going to make it. You got to work for it with Francesca. Yeah. Everybody needs to tweet at Mike Francesca and Mons to make that happen because we he's really trying and he's been amazing. Brian's been awesome. He doesn't like when I call him Brian. They're telling us that we have to get out of here. We'll be back right after this on the up and Adam show. Great stuff from Hamilton. Yes. Shows in New York. I want Zach Wilson. That's a good one too. That's a good one too. There you go. Oh, dude. We give us that effort. On a jet sweep, a jet sweep of 25 yards to the sweet nectar of the end zone. Things you love to see every week, we spotlight a player performance or a coach performance, a fan performance, something that was just awesome. And that brings us to that guy, Nicole Hardman, who is amazing. They beat the Niners and he claimed a piece of NFL history. That's right. Three touchdowns against San Francisco. He became the first wide receiver in the Super Bowl era to finish a game with two rushing touchdowns and one receiving touchdown. Devo Samuel, take that. And he did it, by the way, playing through a nagging injury. I said it yesterday. Nicole, I know you heard it because he retweeted it on our show and we love you. And you know, I'm always supporting you, but it was amazing. This offense does not in fact miss one at Tyreek Hill, especially when guys like Hardman are lighting it up and stepping up. And you know, amazing. Just amazing all-around performance between Mahomes' offensive weapons. Cheers to you. And we hit the lights in your honor. More up in Adam's show coming up right here. We're going on Tinder. Moira. Yeah, which way do you swipe? This is, oh, this is making fun of me. Great, great. Tana, big names on the trade block, but that doesn't mean they're all right fits for their prospective team. So with that in mind, we are going to play a little trade dating. This is in the vein of Tinder, which I've unfortunately never had the pleasure of being on as IMA shutdown mini who doesn't want to date ever. I don't think you're missing anything. It's, it's assessable out there. Oh boy, but not in the NFL, which is what we're here to do. We're going to swipe left, which is bad. Right, which is good. And we're going to help. We're going to help some needy teams find the right matches with trade dating. All right, coming up, our first contestant, the Giants. So we pull up the app, we look at this. All right, I'm kind of feeling this fit a little bit. I like him, but when I think about my needs as an adult on Tinder, trying to find true love and fulfillment, I think I need somebody to be a real number one. Yeah, I'm with you. I like it from the standpoint. He's a good player. He's an easy contract to trade for, which I like too, because the Giants are up against the cap a little bit, but I think we can swing bigger. Let's go for true number one. So are we swiping left or right? Swipe left. Swipe left. We're swiping left. Okay, let's see who then, this is fun. Okay, Giants, trade deadline November 1, I believe. Okay, oh, Brandon Cooks. Brandon Cooks is that Cupid guy. And he's, you know, he's the guy who racks up a thousand yards. He's done it with four different teams. And he's, you know what? He's young. He's probably young and likes to have fun. He's not even 30 yet. So I like this one. Yeah, and the Giants might have to clear a little space to make this one work, but I love the fit. They're so run heavy. Everything off of play action. You love that guy with the speed that can take the top off the defense. I'm swiping right. Okay, we're swiping right. I'm with, I'm with Hamilton. I've never done this. And he looks like he, he's talking like he has lots of experience with this.  Because that's DJ Moore, in my opinion. This is a true number one. This is what I'm looking for. And he's in a quarterback graveyard in Carolina right now. I want to make this happen. That's a great parallel. Are you, are you sure you don't have experience with this? That, that was a little too natural. I don't. I don't. I wish I did. Yeah, I'm in, I'm in agreement again. I think this would be the true number one the Giants are looking for. He, he, you know, the contract balloons after this year, but it would, they can find a way to make this work, with the cap that he has right now. So I'm all for that. This is your true number one. This is the guy. Okay. So we're swiping. Right. Okay. So now it's between cooks or more, is cooks or more a better fit quickly? I'm going more. Yeah. DJ Moore would be amazing for the Giants. And then you add in Vernon Davis and it's a party for everybody. All right. Let's try to get through another team here. Our next contestant is the Rams. Oh, the Rams are like the, your degenerate friend who's like in the middle of church and is just swiping left and right. Because they love trading. They hate drafting. They love this stuff. So let's see. They need a running back. As we all know, they lost in the, in the category of it all. So Melvin, he's got that fumbling issue. What say you, right or left? I'm going left. His yards per carry have dropped by a full yard per carry, along with that fumbling issue. So only three and a half yards a carry. I'm, I'm out. I feel like he's got like, this is bad to say like those best years behind him kind of thing where you're like, why are you on this app still? Like shouldn't, shouldn't we be further in life? Yeah. Yeah, I'm with you. Let's swipe left. Taylor, don't put that on Twitter. Okay. Oh boy. How about, okay. So we swiped to, okay. And Karim Hunt, now this is a guy who's probably available. Yeah. Yeah. With a, he demanded a trade before the season started. Don't forget. He's, he's kind of tired of being behind Nick Chubb. He's ready to get out there, be the number one guy. And I think he can do that in LA. He doesn't have the wear and tear on him either. 27. Even though he's been in the league for a little bit. Yeah. Just 27. And he's only had 495 touches over the last five seasons combined. So you're getting some fresh legs in there. He also has 20 touchdowns in his last 31 games. And that's like as a backup. So I think we're both agreeing it's a good fit. Swiping right. Swiping right. And that brings us to Alexander Madison. Okay. So he started, here's the, here's the deal. This is the, you know, when you see somebody on Tinder and then you go, what I would do, if I was on, I would go look at their Instagram, their LinkedIn, all of their receipts. So I knew what they are before swiping left or right. And he started six games in his four year career, but has put up over 100 total yards in four of those. I like this option a lot. You're right. He's shined every time he's gotten thrust into the starting role there when Dalvin Cook has dealt with some injuries. He's also going into the last year of his deal. So there's really no commitment. You can try him out, see if it works. And if you like him, you can extend him beyond that. If you don't, you can move on. Love him and leave him, according to Matt Hamilton. Yikes. All right. Let's just debate between these two and then we'll wrap it up and maybe we'll bring this back at the end of the week. Hunter Madison, are they a better fit for the LA Rams? I think I'd go Karim Haunt there. I think we've seen him be, we've seen him lead the league in rushing. We know what his top end is. There's still some unknowns with Madison. So I'd go with the more known quantity in Karim Haunt. A great red zone option, just 27 years old. We are swiping. How am I so done? Right. That I don't know which one's good or bad still after this five minute segment. Hey, I've got news for you. Ready? Yes. You put in work today and I appreciate you. You've got a breakdown tomorrow ahead of Thursday Night Football and Jordan Spieth couldn't get him today. Doesn't matter. It'll be even better tomorrow. That's right. Jordan Spieth on Up in Adam's show with. Let's go. A million guests. It was our show two hours tomorrow. I'm curious how that's going to work out. But we'll see you guys tomorrow right here. And yes, the trading game will be back. On Friday I just decided that was so fun.


Dear students, in this topic we shall discuss the transport of absorbed nutrients in the body. The absorbed products of digestion enter from the villi into either blood circulation or into the lymphatic system because villi have both types of these vessels, blood vessels as well as lymphatic vessels so these substances either enter in the blood circulation or in the lactations of the villi. The sugars and amino acids enter blood capillaries of villi. These capillaries drain then into the venules. These venules combine to form the hepatic portal vein which takes these substances from the intestine to the liver. In the liver, the cells of the liver take up much of the glucose and under the influence of insulin these hepatocytes convert this glucose into glycogen and store it in the form of this glycogen. Only a controlled quantity of glucose is released in blood for circulation and delivery to the cells and tissues. Apart from amino acids and glucose, the fats that enter the vertebrates are about 80% fat which enters the lactations of the villi in the form of chylomicrons. And then the lymphatic vessels carry them into the body. Whereas only 20% products of digestion of fats enter in the blood circulatory capillaries and directly circulate through the blood. The chylomicrons that enter the lymphatic system are finally poured into the bloodstream because lymph empties itself in the thoracic lymphatic vessel. And in this way, these fats are delivered in the blood for further circulation.