No Way Out

Mark McGrath and Brian "Ponch" Rivera
No Way Out
Latest episode

144 episodes

  • No Way Out

    Trend Following Warfare: John Boyd's OODA Loop in Trading

    29/12/2025 | 1h 11 mins.

    Send us a textMost investors want comfort. We make the case for discomfort. This conversation dives into trend following as a rule-based way to survive chaotic markets, mapped directly to John Boyd’s OODA Loop and the culture that made the Turtle Traders relentless. Instead of worshiping smooth curves and tidy narratives, we focus on process: cut losses fast, let winners run, and treat volatility as information rather than injury.With Jerry Parker and Mike Melissinos, we unpack what makes trend following so hard and so effective. Jerry traces the original Turtle training, where doing the right thing while losing in the short term was rewarded—a culture almost no client environment tolerates. Mike explains why “volatility management” often disguises feelings management, and how redefining risk as the chance of permanent loss changes everything from position sizing to patience. Together, we explore orientation—how beliefs shape what you see—and why a 40 percent win rate can still compound if your payoff distribution catches outliers.Jerry Parker on X: @rjpjr12Jerry Parker on Linkedin Mike Melissinos on LinkedIn: Melissinos Trading Michael Melissinos's Blog: Michael Melissinos on X: @mmelissinosJohn R. Boyd's Conceptual Spiral was originally titled No Way Out. In his own words: “There is no way out unless we can eliminate the features just cited. Since we don’t know how to do this, we must continue the whirl of reorientation…” March 25, 2025 Flow Learning Lab Find us on X. @NoWayOutcast Substack: The Whirl of ReOrientation Want to develop your organization’s capacity for free and independent action (Organic Success)? Learn more and follow us at:https://www.aglx.com/https://www.youtube.com/@AGLXConsultinghttps://www.linkedin.com/company/aglx-consulting-llc/https://www.linkedin.com/in/briandriverahttps://www.linkedin.com/in/markjmcgrath1https://www.linkedin.com/in/stevemccroneStay in the Loop. Don't have time to listen to the podcast? Want to make some snowmobiles? Subscribe to our weekly newsletter to receive deeper insights on current and past episodes.Recent podcasts where you’ll also find Mark and Ponch: The No Bell Podcast Episode 24...

  • No Way Out

    Sun Tzu to AI: OODA Loop – Moral Conflict, Human Flourishing, or Dependency?

    17/12/2025 | 1h 50 mins.

    Send us a textIn this profound episode of No Way Out, hosts Moose and Ponch sit down with Dr. Mihaela Ulieru – robotics pioneer, AI ethics advisor, and governance expert – for a mind-expanding conversation that bridges military strategy, morality, technology, and consciousness.Drawing from her Romanian roots and personal experiences during the 1989 Revolution, Dr. Mihaela explores how the OODA loop can either trap us in dependency or propel us toward true human flourishing. The discussion dives deep into the moral stack (morality, ethics, justice) needed to prevent system capture by "takers," the isolating effects of modern media and AI on human connectivity, and why society often rewards extractive behaviors over creative "makers."They unpack historical lessons from Vietnam and Romania, the cypherpunk dream of digital freedom, epigenetics, plant-based medicine for expanding consciousness, and the potential of collective intent, telepathy, and universal patterns in shaping reality.Mindplex PodcastSingularityNETJohn R. Boyd's Conceptual Spiral was originally titled No Way Out. In his own words: “There is no way out unless we can eliminate the features just cited. Since we don’t know how to do this, we must continue the whirl of reorientation…” March 25, 2025 Flow Learning Lab Find us on X. @NoWayOutcast Substack: The Whirl of ReOrientation Want to develop your organization’s capacity for free and independent action (Organic Success)? Learn more and follow us at:https://www.aglx.com/https://www.youtube.com/@AGLXConsultinghttps://www.linkedin.com/company/aglx-consulting-llc/https://www.linkedin.com/in/briandriverahttps://www.linkedin.com/in/markjmcgrath1https://www.linkedin.com/in/stevemccroneStay in the Loop. Don't have time to listen to the podcast? Want to make some snowmobiles? Subscribe to our weekly newsletter to receive deeper insights on current and past episodes.Recent podcasts where you’ll also find Mark and Ponch: The No Bell Podcast Episode 24...

  • No Way Out

    Beyond the Linear OODA Loop: Jon Becker Breaks Down Authentic OODA Loop

    11/12/2025 | 1h 5 mins.

    Send us a textExplore the authentic OODA loop with Jon Becker on No Way Out Podcast – John Boyd's strategies for tactical leadership and decision makingFresh off Mark “Moose” McGrath’s viral appearance on The Debrief (where the internet lost its mind over authentic OODA), we flip the script: Jon Becker — CEO of Aardvark Tactical and host of the top-rated tactical podcast The Debrief — comes to No Way Out for the highly requested return match.Together with co-hosts Mark McGrath and Brian “Ponch” Rivera, Jon pulls back the curtain on what really happened when Moose flew to California and spent two days dismantling the “linear OODA loop” myth in front of Jon and a room full of California’s top tactical leaders.In this episode you’ll discover:Why orientation — not speed — is what actually wins (and kills)How Jon’s entire worldview on Boyd shifted overnightThe moment a room of alpha SWAT commanders realized they’d been teaching OODA wrong for decadesDestruction & Creation explained simply (and why almost nobody talking about OODA has actually read it)Real-world examples: Blockbuster vs Netflix, Toyota Kaizen, AI thought bubbles, and why your team’s implicit biases are quietly sabotaging every decisionThe Socratic “no-slide-deck” method that turned skeptics into believers in under five hoursIf you thought the Moose-on-The-Debrief episode was fire, this is the sequel you didn’t know you needed.Jon Becker on LinkedinJohn R. Boyd's Conceptual Spiral was originally titled No Way Out. In his own words: “There is no way out unless we can eliminate the features just cited. Since we don’t know how to do this, we must continue the whirl of reorientation…” March 25, 2025 Flow Learning Lab Find us on X. @NoWayOutcast Substack: The Whirl of ReOrientation Want to develop your organization’s capacity for free and independent action (Organic Success)? Learn more and follow us at:https://www.aglx.com/https://www.youtube.com/@AGLXConsultinghttps://www.linkedin.com/company/aglx-consulting-llc/https://www.linkedin.com/in/briandriverahttps://www.linkedin.com/in/markjmcgrath1https://www.linkedin.com/in/stevemccroneStay in the Loop. Don't have time to listen to the podcast? Want to make some snowmobiles? Subscribe to our weekly newsletter to receive deeper insights on current and past episodes.Recent podcasts where you’ll also find Mark and Ponch: The No Bell Podcast Episode 24...

  • No Way Out

    Unrestricted Decline: Debt, Inflation and The Road to Serfdom (w/ Max Borders)

    08/12/2025 | 1h 32 mins.

    Send us a textWhat if the maps we’re all using are lying to us?In this episode we yank the curtain back and connect the dots most shows leave scattered: The “devouring mother” vs. “tyrannical father” archetypes now fighting for control of America’s soul How printed money and $38 trillion in debt quietly tax you every single day Why a household “poverty line” just hit $140k in parts of the country — and why almost nobody wants to admit it Healthcare’s textbook death spiral: community rating, third-party payer distortion, Medicare price floors, and the cartel that profits from it China’s century-of-humiliation memory, Belt & Road resource grabs, fentanyl pipelines, and why their planners think in 50-year chunks while we argue in 24-hour cycles The OODA loop as the antidote to mass psychology, narrative warfare, and orientation collapseThree Gen Xers — Mark, Ponch, and Max Borders (Underthrow) — refuse to treat these as separate stories. Instead we stitch them into one coherent picture of unrestricted decline and show you exactly where the leverage points still exist.If you’ve ever felt the system is rigged but couldn’t quite name how, this conversation hands you the mental models to see it clearly — and the agency to do something about it.Watch or listen now. Then send it to the one friend who still thinks inflation is “transitory.”Max Borders on LinkedInUnderthrow (Substack): John R. Boyd's Conceptual Spiral was originally titled No Way Out. In his own words: “There is no way out unless we can eliminate the features just cited. Since we don’t know how to do this, we must continue the whirl of reorientation…” March 25, 2025 Flow Learning Lab Find us on X. @NoWayOutcast Substack: The Whirl of ReOrientation Want to develop your organization’s capacity for free and independent action (Organic Success)? Learn more and follow us at:https://www.aglx.com/https://www.youtube.com/@AGLXConsultinghttps://www.linkedin.com/company/aglx-consulting-llc/https://www.linkedin.com/in/briandriverahttps://www.linkedin.com/in/markjmcgrath1https://www.linkedin.com/in/stevemccroneStay in the Loop. Don't have time to listen to the podcast? Want to make some snowmobiles? Subscribe to our weekly newsletter to receive deeper insights on current and past episodes.Recent podcasts where you’ll also find Mark and Ponch: The No Bell Podcast Episode 24...

  • No Way Out

    The REAL Story of the Snowmobile – John Boyd’s Famous Metaphor Comes to Life

    03/12/2025 | 37 mins.

    Send us a textA grain elevator turned upside down. A Chevy bumper cut in half. A Model T steering sector pulled from the yard. That’s not a lab; that’s the birth of the modern snowmobile—and the clearest proof that real creativity starts with what’s already in your hands.We sit down with Mitchell Johnson to trace Polaris’s arc from a small Minnesota shop to a powerhouse that reshaped winter travel, ATVs, and utility vehicles. Along the way, we map John Boyd’s snowmobile metaphor to the shop floor: analysis breaks things apart; synthesis recombines them into something that works in the wild. Mitchell shares how his father and uncle—fresh from the Navy—built the first sleds, learned fast from failure when the track sank, and fixed it with canvas pockets. He walks us through Alaska’s transformation from dog teams to snowmobiles, and the cultural DNA that kept Polaris close to terrain, test riders, and customers.If you care about innovation that survives contact with reality, this conversation is a field manual. Listen for practical insights on synthesis, OODA in practice, cross-pollination between domains, and customer-driven design that wins off-road and on ice. If this resonates, follow the show, share it with your boss,  and drop a review so more builders can find it.Mitchell Johnson on LinkedInPolaris Snowmobile HistoryJohn R. Boyd's Conceptual Spiral was originally titled No Way Out. In his own words: “There is no way out unless we can eliminate the features just cited. Since we don’t know how to do this, we must continue the whirl of reorientation…” March 25, 2025 Flow Learning Lab Find us on X. @NoWayOutcast Substack: The Whirl of ReOrientation Want to develop your organization’s capacity for free and independent action (Organic Success)? Learn more and follow us at:https://www.aglx.com/https://www.youtube.com/@AGLXConsultinghttps://www.linkedin.com/company/aglx-consulting-llc/https://www.linkedin.com/in/briandriverahttps://www.linkedin.com/in/markjmcgrath1https://www.linkedin.com/in/stevemccroneStay in the Loop. Don't have time to listen to the podcast? Want to make some snowmobiles? Subscribe to our weekly newsletter to receive deeper insights on current and past episodes.Recent podcasts where you’ll also find Mark and Ponch: The No Bell Podcast Episode 24...

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About No Way Out

No Way Out: The #1 Podcast on John Boyd’s OODA Loop, The Flow System, and Navigating UncertaintySponsored by AGLX — a global network powering adaptive leadership, enterprise agility, and resilient teams in complex, high-stakes environments.Home to the deepest explorations of Colonel John R. Boyd’s OODA Loop (Observe–Orient–Decide–Act), Destruction and Creation, Patterns of Conflict — and the official voice of The Flow System, the modern evolution of Boyd’s ideas into complex adaptive systems, team-of-teams design, and achieving unbreakable flow.140+ episodes | New episodes weekly We show how Boyd’s work, The Flow System, and AGLX’s real-world experience enable leaders, startups, militaries, and organizations to out-think, out-adapt, and out-maneuver in today’s chaotic VUCA world — from business strategy and cybersecurity to agile leadership, trading, sports, safety, mental health, and personal decision-making.Subscribe now for the clearest OODA Loop explanations, John Boyd breakdowns, and practical tools for navigating uncertainty available anywhere in 2025.The Whirl of Reorientation (Substack): https://thewhirlofreorientation.substack.com The Flow System: https://www.theflowsystem.com AGLX Global Network: https://www.aglx.com#OODALoop #JohnBoyd #TheFlowSystem #Flow #NavigatingUncertainty #AdaptiveLeadership #VUCA
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