Podcasts about 1H

MLB Tuesday Early Market Moves | 2024 NBA Finals Game 3 | (6/11/24 Wake Up and WIN!): Here are the NBA Finals money moves, as well as WNBA odds for Tuesday's action, plus a look at the MLB betting slate for today!Introduction 00:00NBA Finals Game 3 1H vs Full Game 00:24WNBA Overnight Money Moves 01:50MLB Tuesday Market Moves 03:357 Days for $77 All-Access Promotion 06:53

Have you ever felt stifled by a micromanager? Whether you're currently dealing with one or want to help someone else navigate their micromanager boss, this episode of HR Coffee Time is packed with practical advice to improve the situation.Key Points from This Episode[00:00] Examples of micromanagement[01:38] Welcome to HR Coffee Time[03:00] Micromanagement defined[03:16] Dealing with micromanagement can feel difficult[04:24] Advice: start from a place of empathy rather than anger[05:00] Seek first to understand, then to be understood[05:14] An example of when Fay micromanaged[05:51] Causes of micromanagement: lack of management training[06:15] Causes of micromanagement: stress[07:17] Causes of micromanagement: lack of trust[07:45] Examples of calling out micromanaging behaviour[09:08] Causes of micromanagement: lack of trust, clarity, or process[09:31] Micromanagement negatively impacts both you and the manager[10:02] Taking a coaching approach by asking questions can be powerful[11:45] Pointing out the behaviour is negatively affecting the manager[12:16] Brené Brown's idea of ‘paint it done' from her book, ‘Dare to Lead'[14:16] Using the 5Ws and 1H questions to help your manager ‘paint it done'[16:12] Examples of using ‘what' questions[17:56] Examples of using ‘where' questions[18:46] Examples of ‘how' questions[18:58] Examples of ‘why' questions[19:13] Examples of ‘who' questions[19:28] Examples of ‘when' questions[20:44] Other relevant HR Coffee Time episodes to listen to Useful LinksConnect with Fay on LinkedInFay's website: Bright Sky Career Coaching Buy the Book Recommendation(Disclosure: the book links are affiliate links which means that Fay will receive a small commission from Amazon if you make a purchase through them)Dare to Lead: Brave Work. Tough Conversations. Whole Hearts, by Brené Brown Other Relevant HR Coffee Time EpisodesEpisode 03: Building relationships with difficult people at workEpisode 35: Helping teams thrive with personal user manualsEpisode 41: 3 tips to build a better relationship with a difficult person at workLooking For the Transcript?You can find the transcript on this page of the Bright Sky Career Coaching website.Rate and Review the PodcastIf you found this episode of HR Coffee Time helpful, please rate and review it on Apple Podcasts or Spotify. This video shows you how to rate and review the podcast on Apple Podcasts (because it isn't very intuitive). If you're kind enough to leave a review, let Fay know so she can say thank you. You can always reach her at:

INVX 7/6/2567: Today NVIDIA par split from 1 to 10 shares/ FTSE effective date to add SAFE and TAN in Micro Cap. Index***PDP 2024 Public Hearing 12-13 June 2567 Positive Gulf Outperform target Bt 63 vs Neutral GPSC BGRIM/ Research BTS Neutral / cut target price to Bt 5.90 from Bt 9.60 vs Prefer BEM/ TU Outperform tp 18, bottom Earnings in 1Q24 and better Tuna price( 1H'24 at 1400/ 2H24 at 1700 and margins recovery from PET food/ Flows Buy Tech DELTA KCE HANA and Rubber STA TRUBB *** Program Trading Buy HANA vs Sell IVL BYD

Bienvenue à tous pour cet épisode spécial de notre podcast dédié au monde des affaires. Aujourd'hui, nous allons plonger dans le débat entre l'actionnariat en entreprise et le fait d'être en solo.L'actionnariat en affaires est un concept complexe qui implique de partager la propriété d'une entreprise avec d'autres investisseurs. Cela peut apporter de nombreux avantages, tels que la possibilité de lever des fonds plus facilement, de répartir les risques et de bénéficier de l'expertise de plusieurs personnes. Cependant, cela peut aussi entraîner des conflits d'intérêts, des prises de décisions difficiles et une perte de contrôle sur l'entreprise.D'un autre côté, être en solo signifie posséder et gérer une entreprise seul, sans avoir à partager les décisions ou les profits avec d'autres. Cela peut offrir une plus grande liberté et flexibilité ainsi qu'une plus grande satisfaction personnelle. Cependant, cela peut aussi être plus risqué, car toute la responsabilité repose sur une seule personne.Dans cet épisode, nous allons explorer les différentes facettes de l'actionnariat en entreprise et du fait d'être en solo. Nous discuterons des avantages et des inconvénients de chaque option, des défis auxquels les entrepreneurs sont confrontés et des meilleures pratiques à adopter pour réussir dans le monde des affaires, que l'on soit seul ou en société.Restez à l'écoute pour en apprendre davantage sur ce sujet délicat, mais crucial pour tout entrepreneur. Merci de nous rejoindre et bonne écoute !Retrouvez Daphné et Meggie sur les réseaux sociaux ainsi que leurs entreprises respectives :Instagram personnel : @daphne_arcand @meggie_germainFacebook Boutique Elenahttps://www.facebook.com/elenaartdevivre?mibextid=LQQJ4dFacebook Boutique Livhttps://www.facebook.com/boutiqueliv?mibextid=LQQJ4dInstagram Boutique Elenahttps://www.instagram.com/elenaartdevivre?igsh=MWczbXJ4YmtoMWEzeQ==Instagram Boutique Livhttps://www.instagram.com/boutiqueliv_?igsh=Y3hrMDZqaHV2ZHRwTiktok Boutique Elenahttps://www.tiktok.com/@boutiqueelena?_t=8kxALDzrXNe&_r=1Tiktok Boutique Livhttps://www.tiktok.com/@boutiqueliv?_t=8kxANNZpYSz&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Aujourd'hui, nous allons plonger dans le monde de l'organisation et de la structure en entreprise. Un sujet crucial pour tout entrepreneur voulant exceller dans son domaine.Pourquoi être bien organisé et structuré ? Est-il si important pour le succès d'une entreprise ? C'est la question à laquelle nous allons répondre dans cet épisode. Une organisation efficace permet de gagner du temps, d'optimiser les ressources et de minimiser les erreurs. Une structure claire et bien définie aide à mieux coordonner les activités, à déléguer les tâches et à prendre des décisions stratégiques éclairées.Nous aborderons également les défis auxquels les entrepreneurs sont confrontés en matière d'organisation et de structure ainsi que les meilleures pratiques à adopter pour améliorer l'efficacité et la productivité de leur entreprise.Bonne écoute ! Retrouvez Daphné et Meggie sur les réseaux sociaux ainsi que leurs entreprises respectives :Instagram personnel : @daphne_arcand @meggie_germainFacebook Boutique Elenahttps://www.facebook.com/elenaartdevivre?mibextid=LQQJ4dFacebook Boutique Livhttps://www.facebook.com/boutiqueliv?mibextid=LQQJ4dInstagram Boutique Elenahttps://www.instagram.com/elenaartdevivre?igsh=MWczbXJ4YmtoMWEzeQ==Instagram Boutique Livhttps://www.instagram.com/boutiqueliv_?igsh=Y3hrMDZqaHV2ZHRwTiktok Boutique Elenahttps://www.tiktok.com/@boutiqueelena?_t=8kxALDzrXNe&_r=1Tiktok Boutique Livhttps://www.tiktok.com/@boutiqueliv?_t=8kxANNZpYSz&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

1H of House and Deep House tracks. Perfect to vibing with friends ! T. Markakis Remix - My Oxygen Dr. Love - Beau Soleil, Vittorio Brena Beau Soleil - Once Again Ross Couch Remix - The Summer Wind Angelo Ferreri Remix - Arabic Nights Patrick Meeks - Need Your Love Sebb Junior Remix - No Stressing Beau Soleil, Ricky KK - Desire Groove P - Are They Real Dj Mes Rework - Old But Gold Massimo Pantelli - Backswing David Morales - Needin' U Softmal - Rock The Casbah The Deepshakers - Oh Phunk

Dans cet épisode spécial de notre podcast EntrepreneuRES - en transparence, où Meggie et Daphné répondent à toutes vos questions dans un format Q&A exclusif. Ces deux femmes partageront leurs réflexions en lien avec les différentes questions posées. Que vous soyez en quête d'inspiration, de conseils pratiques ou simplement curieux d'en apprendre davantage sur ces entrepreneures passionnées, cet épisode est fait pour vous.Rejoignez-nous pour une discussion stimulante avec deux femmes qui ont osé suivre leur propre voie et créer leur propre succès. Restez à l'écoute pour découvrir des conseils précieux et des moments de vérité dans cet épisode spécial Q&A de notre podcast EntrepreneuRES - en transparence. Merci de nous écouter et n'oubliez pas de partager vos propres questions pour les prochains épisodes.Bonne écoute !Retrouvez Daphné et Meggie sur les réseaux sociaux ainsi que leurs entreprises respectives :Instagram personnel : @daphne_arcand @meggie_germainFacebook Boutique Elenahttps://www.facebook.com/elenaartdevivre?mibextid=LQQJ4dFacebook Boutique Livhttps://www.facebook.com/boutiqueliv?mibextid=LQQJ4dInstagram Boutique Elenahttps://www.instagram.com/elenaartdevivre?igsh=MWczbXJ4YmtoMWEzeQ==Instagram Boutique Livhttps://www.instagram.com/boutiqueliv_?igsh=Y3hrMDZqaHV2ZHRwTiktok Boutique Elenahttps://www.tiktok.com/@boutiqueelena?_t=8kxALDzrXNe&_r=1Tiktok Boutique Livhttps://www.tiktok.com/@boutiqueliv?_t=8kxANNZpYSz&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Dans cette pause, plongeons dans la peur du jugement et son impact sur notre sexualité. Rejoins-moi pour explorer comment cette crainte a façonné nos choix et nos explorations intimes, depuis l'Antiquité jusqu'à nos jours.Écoute l'épisode précédent pour un aperçu approfondi du sujet épisode 19Découvre l'évolution de cette peur, son enracinement dans la société patriarcale, et son influence sur nos vies.Bonne écoute !Ta pause sexy a maintenant ses propres pages sur les réseaux Instagram : https://www.instagram.com/tapausesexy?igsh=aThnMzc0eGdreHlh&utm_source=qrTikTok : https://www.tiktok.com/@tapausesexy?_t=8lpea12wWMT&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Assalam Aleykum ma shyniz

Assalam Aleykum ma shyniz … Soi forte ma soeur

Dans cet épisode captivant de notre podcast sur l'entrepreneuriat, nous plongerons dans l'univers complexe des couples, où l'un des partenaires est entrepreneur tandis que l'autre ne l'est pas ou tout simplement que les deux vivent le même défi.Naviguer dans cette dynamique peut être source de défis uniques, entre la passion et l'incertitude de l'entrepreneur d'un côté, et la stabilité et le soutien nécessaire de l'autre. Dans cet épisode, nous explorerons les différents enjeux auxquels sont confrontés ces couples, les stratégies pour trouver un équilibre et pour surmonter les obstacles qui se dressent sur leur chemin.Alors, branchez-vous sur notre podcast, préparez-vous à être inspiré et à découvrir des clés pour faire face avec succès aux défis spécifiques de l'entrepreneuriat en couple. Comme le dit si bien le proverbe africain, "si tu veux aller vite, marche seul. Si tu veux aller loin, marchons ensemble".Bonne écoute ! Retrouvez Daphné et Meggie sur les réseaux sociaux ainsi que leurs entreprises respectives :Instagram personnel : @daphne_arcand @meggie_germainFacebook Boutique Elenahttps://www.facebook.com/elenaartdevivre?mibextid=LQQJ4dFacebook Boutique Livhttps://www.facebook.com/boutiqueliv?mibextid=LQQJ4dInstagram Boutique Elenahttps://www.instagram.com/elenaartdevivre?igsh=MWczbXJ4YmtoMWEzeQ==Instagram Boutique Livhttps://www.instagram.com/boutiqueliv_?igsh=Y3hrMDZqaHV2ZHRwTiktok Boutique Elenahttps://www.tiktok.com/@boutiqueelena?_t=8kxALDzrXNe&_r=1Tiktok Boutique Livhttps://www.tiktok.com/@boutiqueliv?_t=8kxANNZpYSz&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Et si les inégalités environnementales devenaient un ressort de mobilisation ? Dans leur livre Comment bifurquer, le sociologue Razmig Keucheyan et l'économiste Cédric Durand posent les piliers d'un programme de planification écologique, synonyme de progrès démocratique et de justice sociale.Qu'on l'appelle transition, rupture ou bifurcation écologique, le changement de société doit s'enclencher en profondeur pour faire face à l'emballement climatique et aux mirages de la croissance verte. Ces deux auteurs s'appuient sur des expériences démocratiques et écologiques concrètes afin d'embarquer le plus grand nombre dans cette bifurcation :« Si l'on arrive à convaincre les classes populaires qu'elles sont aux premières loges des effets catastrophiques du changement climatique, on pourra peut-être trouver un ressort pour les faire adhérer à un projet de bifurcation écologique. Il faut à tout prix connecter la question de la justice sociale avec la question environnementale. » Razmig KeucheuyanRessources à lireCédric Durand, Technoféodalisme. Critique de l'économie numérique, La Découverte, Paris, 2020Razmig Keucheuyan, Les besoins artificiels : Comment sortir du consumérisme, La Découverte », 2019Erik Olin Wright, Utopies réelles, La découvertes, 2017 Ressources à écouterRazmig Keucheyan, Sortir du consumérisme, cultiver des besoins authentiques ?, Radio REcyclerie, 2023Jérémie Almosni, Véronique Ragusa-Bartolone, William Aucant, Matthieu Sanchez,Planification écologique et démocratie, l'équation impossible ?, Radio REcyclerie, 2022Enregistrement : le 15 mars 2024 à la REcyclerie / Réalisation : Simon Beyrand / Sound design : JFF / Illustration : Belen Fernandez – OlelalaRadio REcyclerie met en ondes les foisonnantes discussions enregistrées à la REcyclerie – un tiers-lieu engagé situé Porte de Clignancourt à Paris. Pour nous soutenir, vous pouvez partager l'émission autour de vous, l'évaluer positivement, et vous abonner au podcast : https://podcast.ausha.co/radio-recyclerie?s=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Assalam Aleykum mes sœurs ❤️Aujourd'hui je te partage tout les précieux conseilles afin que ton manque paternel n'est plus un impacte néfaste dans ta vie que ce soit au niveau : relationnel, confiance en toi et bien d'autres aspect

Dans ce nouvel épisode de notre podcast dédié à l'entrepreneuriat, nous explorerons un aspect souvent sous-estimé, mais pourtant crucial pour le succès professionnel : les relations d'amitié.Effectivement, derrière chaque entrepreneur se cache un réseau de soutien, de conseils et d'encouragements, et les amis jouent un rôle essentiel dans cette dynamique. Dans cet épisode, nous mettrons en lumière l'importance des amitiés dans le monde de l'entrepreneuriat et comment elles peuvent influencer nos décisions, notre motivation et notre réussite.Alors, branchez-vous sur notre podcast, prenez des notes et laissez-vous inspirer par cette exploration des liens entre amitié et entrepreneuriat. Comme le dit si bien Henry Ford, "si tout le monde est d'accord, c'est qu'il y a un problème".Bonne écoute ! Retrouvez Daphné et Meggie sur les réseaux sociaux ainsi que leurs entreprises respectives :Instagram personnel : @daphne_arcand @meggie_germainFacebook Boutique Elenahttps://www.facebook.com/elenaartdevivre?mibextid=LQQJ4dFacebook Boutique Livhttps://www.facebook.com/boutiqueliv?mibextid=LQQJ4dInstagram Boutique Elenahttps://www.instagram.com/elenaartdevivre?igsh=MWczbXJ4YmtoMWEzeQ==Instagram Boutique Livhttps://www.instagram.com/boutiqueliv_?igsh=Y3hrMDZqaHV2ZHRwTiktok Boutique Elenahttps://www.tiktok.com/@boutiqueelena?_t=8kxALDzrXNe&_r=1Tiktok Boutique Livhttps://www.tiktok.com/@boutiqueliv?_t=8kxANNZpYSz&_r=1Facebook Les Prestigieuses https://www.facebook.com/Lesprestigieusesacademie?mibextid=LQQJ4dInstagram Les Prestigieuseshttps://www.instagram.com/_lesprestigieuses?igsh=OTc2M3ZicnpoanhjTiktok Les Prestigieuses https://www.tiktok.com/@lesprestigieuses?_t=8kxARNdHHfC&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

A presidential decree establishing the Supreme Council of Taxes was issued, Minister of Finance announced, to empower the private sector, stimulate investment, and encourage investors to expand their productive and export activities. The government agreed with manufacturers and merchants to start reducing commodity prices by about 15% and 20%, bringing the reduction to 30% after Eid al-Fitr. Some USD 2.8 bn worth of goods have been cleared from the country's ports thanks to the recent spate of foreign currency injections, Prime Minister said. Net FDI inflows declined marginally to record USD2.1 billion in 4Q 2023, compared to USD2.2 billion 3Q 2023.The head of the GAFI revealed that the authority is currently studying 4 applications filed to obtain the golden license for companies operating in various sectors, including a logistics company.Remittances inflows are reportedly still far from reaching their peak, as Egyptian expats increasingly return to using official channels to transfer money back to Egypt following the float of the pound, deputy CEO of the UAE's largest FX bureau and remittances company Mohammad Bitar said.The New and Renewable Energy Authority discussed allocating EGP3.7 billion to establish renewable energy projects in the new fiscal year 2024/2025, within the Authority's draft budget of EGP7.78 billion.Egypt aims to increase the quantities of natural gas imported from Israel by about 26% to reach 1.450 billion cubic feet per day during 1H 2025, up from about 1.15 billion cubic feet per day now.The Prime Minister directed companies and traders to reduce steel prices after the full release of goods and raw materials in ports.Cement producers started to re-price their products after the recent surge in mazut price by EGP1,500/ton to reach EGP7,000/ton. It is worth highlighting that around 30% of cement factories depend on mazut as a cheap source of energy. The head of the Cement Division of the Building Materials Chamber estimates the increase in production cost of cement not to exceed EGP100/ton post the mazut price increase.CIEB's board approved a proposal to pay out a dividend of EGP1.1456 per share instead of EGP2.47. The decision is yet to receive the go-ahead from the general assembly.NBE intends to exit 12 companies with expected proceeds of EGP4 billion. The bank will invest up to EGP5 billion during 2024 in new projects and expands some currently existing projects.The United Bank has arranged about USD100 million for importers since the CBE directed banks at the beginning of this month to secure foreign currency to import 17 goods, if they are present in Egyptian ports.CCAP's transportation subsidiary targets injecting USD200 million to establish, manage and operate two stations in Alexandria and Ain Sokhna. RMDA's BoD approved to increase its paid in capital by EGP1.12 million, bringing it to EGP387.23 million, to finance the second tranche of its ESOP program. 

Dans ce premier épisode, vous aurez la chance de découvrir qui sont Meggie et Daphné, les deux femmes derrière ce podcast. Un podcast qui nous tenait très à cœur, axé sur la transparence, le partage et le développement. Un podcast entièrement dédié à l'entrepreneuriat et à tout ce qui l'entoure. Notre mission : mettre en lumière les femmes entrepreneures du Québec. Dans ce podcast, nous aborderons différents sujets afin de bien comprendre le domaine de l'entrepreneuriat et les différents aspects qui y sont liés. Nous aurons également la chance de recevoir des invitées surprises. Le but étant d'aider le plus grand nombre de personnes possibles et de faire de ce podcast une référence et un outil d'apprentissage pour les entrepreneures de ce monde. On banalise souvent ou on idéalise le fait d'être entrepreneur. Cependant, ce n'est pas pour tout le monde, et de loin ! C'est pourquoi nous aborderons des sujets difficiles et partagerons notre point de vue, nos opinions, en plus d'échanger avec des femmes incroyables ayant des réalités différentes des nôtres. En somme, un projet commun qui nous fait plaisir de vous présenter car nous sommes nous-mêmes des femmes entrepreneures, toujours en quête de dépassement et d'amélioration, et ce, chacune dans notre domaine respectif. Bonne écoute ! EntrepreneuRES sur les réseaux sociaux : Instagram et TikTok : @entrepreneures_podcast Retrouvez Daphné et Meggie sur les réseaux sociaux ainsi que leurs entreprises respectives : Instagram personnel : @daphne_arcand @meggie_germain Facebook Boutique Elena https://www.facebook.com/elenaartdevivre?mibextid=LQQJ4d Facebook Boutique Liv https://www.facebook.com/boutiqueliv?mibextid=LQQJ4d Instagram Boutique Elena https://www.instagram.com/elenaartdevivre?igsh=MWczbXJ4YmtoMWEzeQ== Instagram Boutique Liv https://www.instagram.com/boutiqueliv_?igsh=Y3hrMDZqaHV2ZHRw Tiktok Boutique Elena https://www.tiktok.com/@boutiqueelena?_t=8kxALDzrXNe&_r=1Tiktok Boutique Liv https://www.tiktok.com/@boutiqueliv?_t=8kxANNZpYSz&_r=1 Facebook Les Prestigieuses https://www.facebook.com/Lesprestigieusesacademie?mibextid=LQQJ4d Instagram Les Prestigieuses https://www.instagram.com/_lesprestigieuses?igsh=OTc2M3Zicnpoanhj Tiktok Les Prestigieuses https://www.tiktok.com/@lesprestigieuses?_t=8kxARNdHHfC&_r=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

INVX 20/3/2567: IPO BKGI @Bt 1.63 SET/Healthcare***INVX Event Tourism Day today (Group/ MS Team) 13.45 AAV/14.30 MINT/15.15 CENTEL/ 16.00 ERW***Research Electronic sector : 1H'24 weak profit but hope for 2 H24 recovery Prefer KCE ( not in ESG list),HANA to DELTA (Risk of SET50 deletion)***Petrochem Cautious ( Neutral IVL and PTTGC vs Prefer Refinery ***GS Asia Pacific Portfolio Downgrade Healthcare to Neutral vs Upgrade Property to Overweight ( rate cut) ***Foreign net sell 18,000 mn (19-20/3/2567) from AWC restructuring crossing *** INVX : GS 18-19 Mar. 2024 GOAL Kickstart Overweight Equity Overweight S&P 500 ( 12 m 5,200) and TOPIX ( 12 m 2,900)/ Neutral Cash and Commodity ( 3/6/12 m Brent Oil 85/86/80 and Gold (2175/2200/2300)/ YTD Asset +Etheleum +Copper vs -Tech -US 10 yr Bond

A physician-scientist father shares his heartbreaking story of the death of his daughter who was diagnosed with Tay-Sachs disease and how it motivated him to become the CEO of JScreen to prevent this experience in other families.  Matt Goldstein is a physician-scientist and entrepreneur. He has founded companies, built R&D teams, and led strategy and execution of both pre-clinical research and clinical development. Prior to joining JScreen and Emory University, Matt was a Partner at Related Sciences, a venture creation firm. As an entrepreneur at Third Rock Ventures he spent a decade building and operating Third Rock portfolio companies. He was responsible for building and leading the Immunology program at Tango Therapeutics, the centerpiece of Tango's strategic multi-billion dollar partnership with Gilead Sciences, Inc. He also served as the development head for Tango's lead program which entered the clinic in 1H 2022. Matt was a co-founder of Neon Therapeutics leading Translational Medicine and Early Development through completion of their first clinical study and initial public offering. He is a graduate of Swarthmore College and the MD/PhD program at Stanford University, where he pioneered novel cancer immunotherapies in the lab of Ron Levy, MD. He completed his clinical training in Internal Medicine at Harvard Medical School, Brigham & Women's Hospital. He lives in Boston with his wife, Myra, their second daughter Kaia and son Ezra. His oldest daughter Havi died on January 20th, 2021 of Tay-Sachs disease. A quick update that during the episode Matthew mentioned there are 4,000 genetic counselors in the USA, this number has now surpassed 5,000.   During the episode, Matthew recommends the book Bearing the Unbearable: Love, Loss, and the Heartbreaking Path of Grief by Dr. Joanne Cacciatore.    Check out his wife, Myra's organization, Emotion, which is for grieving individuals to find community and cope with loss.    In our next episode we will chat with Myra about Emotion and her upcoming book, Fifty-Seven Fridays, which consists of memoirs from Matt and Myra, Havi's diagnosis, and how they celebrated her life.    Stay tuned for the next new episode of It Happened To Me! In the meantime, you can listen to our previous episodes on Apple Podcasts, Spotify, streaming on the website, or any other podcast player by searching, “It Happened To Me”.    “It Happened To Me” is created and hosted by Cathy Gildenhorn and Beth Glassman. DNA Today's Kira Dineen is our executive producer and marketing lead. Amanda Andreoli is our associate producer. Ashlyn Enokian is our graphic designer.   See what else we are up to on Twitter, Instagram, Facebook, YouTube and our website, ItHappenedToMePod.com. Questions/inquiries can be sent to ItHappenedToMePod@gmail.com. 

Welcome to What's Up in Business Travel for Week 9 of 2024.  This is a weekly podcast from BusinessTravel360,  where we update you on what's up this week in the world of business travel.  This podcast is great for those who need to know what's happening all in under 15 minutes.Topics covered during this podcast -FAA gives Boeing 90 daysStrong business travel boosts FCM's 1H results Amadeus 2023 revenue hits €5.4BBusiness travel in India gains momentum The CDC drops the 5 Day rule Flight Centre closes Gogo Expedia Group reduces staff by 1,500Travelogix partners with Travel Counsellors for Business TAG buys California based Atlantis TravelRio Las Vegas joins World of Hyatt Air India Express introduces Xpress Lite Hyatt launches brand's first Caribbean hotel Marriott Bonvoy adds 200 Millionth Member Cleartrip's Agentbox a big hit Duluth Travel transitions to Sabre GDSAtriis adds Sabre NDC content to Platform Southwest invests in sustainable aviation fuel IAG purchases 260M Gallons of SAF Tune in every Monday morning to get your weekly update.  We hope you will make this a regular part of your week and listen in while you on the move or sitting back and sipping your coffee.You can subscribe to this podcast by searching 'BusinessTravel360' on Google Podcast, Apple Podcast, iHeart, Pandora, Spotify, Alexa or your favorite podcast player.This podcast was created, edited and distributed by BusinessTravel360.  Be sure to sign up for regular updates at BusinessTravel360.com - Enjoy!Support the show

Speaker: Mislav Matejka, CFA - Head of Global Equity Strategy Bulls are to a good extent basing their constructive market call on the premise that corporate profits are set to accelerate, supported by the bottoming out in activity indicators that is now in progress. However, the earnings reality might turn out to be the opposite as we move through the year. In aggregate, corporate profit margins are elevated in a historical context, and appear to be peaking out. The historical pattern where profit margins always start to move lower ahead of the next economic downturn is clear. We see three sources of downside to profit margins from here: 1) Many corporates benefitted from the unique feature of this cycle: as interest rates increased 300bp+, the net interest expense came down. That could be explained by companies locking in low cost of financing through extending the duration of their debt, and also through many corporates seeing an improving return on their cash balances. This development is set to normalize. Separately, the basket of stocks with high refinancing needs is losing 20% vs SXXP over a year ago - JPDEHFCL, and our basket of cash rich companies is ahead by 14% - JPDEHFCW. We think this outperformance will continue through 1H. 2) Topline was exceptionally strong post COVID for many corporates, and pricing power was high. As nominal GDP growth rates fade, margins could weaken. 3) If the economy slows, partly because the supports that it enjoyed last year do not repeat, such as fiscal stimulus, ULCs could pick up. Profit margin proxy, corporate deflator minus ULCs, could turn into more of a headwind. Putting the above three together, one might end up with a disappointing profits outcome even without seeing an outright recession, and we note that 2024 EPS projections keep coming down in key regions. It is interesting to note that for S&P500 all the profit growth in the past few quarters was due to Magnificent 7, and this is one of the reasons why we remain OW Growth vs Value.  Ex these stocks, EPS growth for the remaining S&P500 constituents is outright negative.   This podcast was recorded on 26 February 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4633138-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Voir le post LinkedIn ❤️Ma méthode en 5 étapes : 1. Inspiration Je passe au +1H/jour à me documenter. Un podcast le matin, deux ou trois articles dans la journée, une vidéo dans les transports. 2. Curation Dès que je dis un truc utile pour quelqu'un et que j'observe un effet positif instantané… je le note ! Pareil si j'observe une question recurrente dans ma thématique. 3. Rédaction Je commence direct à rediger depuis LinkedIn, dans les conditions du réel

EP316 - Annual Predictions 2024  Jason visited the Walmart Neighborhood Market in Pea Ridge, Arkansas featuring drone delivery. Here is a video for those interested. 2023 Predictions Recap Jason: At least 2 retail bankruptcies (besides Party City) Yes BNPL Consolidation (Klarna, Affirm, Afterpay. Sezzle) – at least one merges/exits US or BNPL. No Shopify launches an ad product such as a retail media network Yes Meta/Google/TikTok lose ad share to new social media platforms and retail media networks. No Live Streaming Commerce Still not meaningful in US in 2023 (less than 5% of social commerce in US) Yes Jason Total Score: 3 of 5 Scot: Amazon uses this 2022 setback/slowdown/reversion to the mean for a public resetting of expectations, but behind the scenes they take share and raise the bar on shipping. Yes Shopify is acquired No An innovation in e-commerce powered by ai (gpt4) surprises us by how fast it's adopted and how cool it is. Yes E-commerce accelerates back to the mean in 2H after a mean regression in 1H. E-com returns 10-15% growth rates. Yes Sephora and/or Ulta move to a subscription model for new product discovery. Yes Scot Total Score: 4 of 5 Trends revert to the mean, and Scot is back on Top! 2024 Predictions Jason: Retail Media Networks go In-store. At least 1 top 20 retailer launches a digital in-store ad network AI is even hotter at end of 2024 than now. Most text boxes in E-Com are GenAI powered. A least one retailer has an AI based auto-replenishment solution with significant adoption. Bifurcation drives at least two more retail bankruptcies, including 1 national specialty retailer, and one general merchandise/dept store. (two top 50 retailers) China companies focus more on West and get more traction. Shein successful IPO. Temu US gets to at least 75% of target US E-Com. Grocery E-Commerce goes from $95B to $125B in 2024 (after being down in 2023 per Bricks meets clicks). Bonus: Live-steaming, MetaVerse, Crypto still not a major thing in e-commerce; Management stops blaming performance on retail crime; and Smaller RMN's fail. Scot: Amazon relaunches Alexa on a native LLM Temu falters as people realize it's wish 2.0 RMN is currently $52b, growing 20% y/y, accelerates in 24 to 30% and $67b (coresight has the 52 datapoint) Instacart who's stock IPO'd at $33 and now is $23, solves ads and pops to 40 While everyone thinks Shein/Temu takes share from Amazon, they end up hurting Nordstrom, Macys and Target instead – materially (10%+) focus on apparel, maybe take target out? Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 316 of the Jason & Scot show was recorded on Thursday, January 11th, 2024. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:23] Welcome to the Jason and Scott show. This is episode 316 being recorded on Thursday, January 11th. I'm your host, Jason Retail Geek Goldberg. And as usual, I'm here with your co-host, Scott Wingo. go. Scot: [0:39] Hey, Jason, and welcome back. Jason and Scott show listeners. Well, folks, this is one of our most popular shows of the year. This is our Jason and Scott annual prediction show. This is where being an audio podcast really works against us. You can't see us, but Jason, I normally wear leisure wear when we record the podcast, but tonight we're wearing tuxedos. Jason, I really like that cummerbund. It looks really good on you. Jason: [1:04] Thanks. Scot: [1:04] I feel like you've really elevated elevated your game this year the the suede tuxedo really suits you thanks thanks and the extra glitter on the bow tie was my daughter's influence smart the the 17 year old touch as you can never have enough glitter that is literally what she says half the time so yeah this is the show where we make we kind of self-score last year's predictions which would have been the predictions we made this time last year early January for 2023 and then we make new ones for this year the 2024 2024 predictions but before we jump into that Jason we're recording this on the Eve of nrf big show and I know that's a huge show for you it's now I think it's expanded it's always a fun weekend show which I've always appreciated that that was sarcasm and then I think they've extended it you know I think it was like what was it Saturday Sunday Monday and now there's like a Tuesday and then there's pre-days and post days so it's like a whole it's like a whole month of nrf big show are Are you teed up and energized and ready to go? Jason: [2:06] Yeah, and I feel like if all those things weren't exciting enough, you know, it's like 113 years old, and it's always over a holiday, Martin Luther King Day, and it always draws a blizzard, like either on the first day or the last day. And so this year, maybe we'll get both. Scot: [2:22] Yeah, yeah, and it's always fun. And it used to be there was nothing down in that part of New York, and now at least they have, what's that thing called? Hudson Yard or whatever. Jason: [2:29] Yeah, yeah, yeah. Yeah, I feel like Manhattan has grown up around Javits a little bit. So you are definitely right. I have clients and partners with offices that are now walking distance from the show. And Hudson Yard is pretty cool. Scot: [2:42] Yeah, very cool. Now, are you speaking and also on behalf of the listeners, what are you going there to learn more about? Jason: [2:51] Yeah, so in the highly unlikely event, there's anyone that listens to this show that doesn't already know what the show is. National Retail Federation's big trade organization represents retail in the United States. It's their big event. 30,000-ish people come to New York City. Tons of exhibitors in a wide variety of fields. The area that's always fun for me is one area of the show is dedicated to innovation. So they give like inexpensive booths to small companies that, you know, aren't ready to invest in a big booth. And many of these are startups or startups from other countries. And, you know, so it's always, there's always a lot of wacky dubious stuff there. But in between that, there's usually some, you know, kind of cool ideas. And it's often the first place you'll see something that a few years down the road becomes, becomes one of the innovative new parts of retail. So I love walking the innovation center. Last year, retail media networks were the big thing at this show, and I'm sure they're going to be a big thing again this year. People were starting to talk about AI last year, but this year, I think it's just going to be off the hook. I think in order to get a booth, you had to say you were an AI company. I'm pretty sure the trash is getting emptied by AI sanitation engineers. [4:09] I feel like it's simultaneously going to be wildly overhyped and super important and transformative to the industry. So that'll be interesting to see how that all plays out. I like to talk about food and grocery a lot and InterF has done a lot to expand their coverage of the food industry. So there's a whole separate portion of the trade show dedicated to grocery retail vendors and a whole content track. So that stuff is all interesting. John Furner, the president of Walmart, will have a keynote. A bunch of other retailers will have keynotes. Magic Johnson is kind of the outside speaker that they're hyping this year, which is, I mean, fine, but I don't go for those paid, not retail speakers that much. And then I am speaking, I am doing a session on one of the featured stages that is entitled, Coming to America, which is all about what Western brands can and should be learning from the Chinese brands that are now successfully doing business in the US. And so most notably, Timu, Shein, and probably a little bit of TikTok. [5:26] Yeah very cool i also saw on linkedin that you had what i would call a close encounter with a. [5:32] Drone experience what tell us more about that i did so i mean scott i'm sure you remember this but it was like i looked it up it was like 2013 that jeff bezos was on 60 minutes and was like oh and we're going to deliver all the packages via drone wasn't it the eve before cyber monday was like that sunday night before yeah cyber money yeah and so he made that announcement and you know that sounded incredibly far-fetched and i don't know if you remember but i had a session that i was doing an internet big show that year and i dressed up a drone with the amazon air logo and landed it on stage at the javits center or i had someone that was better than me landed on stage at the javits center in the middle of my presentation as a joke and i got in huge trouble for that that's wildly illegal that's why they call you retail geek yeah sometimes it's better to ask forgiveness than permission is my philosophy on that one. But back then, it was like this kind of silly science fiction. And since then, we've on this show and in the press and media talked about various kind of edge use cases where drone delivery might actually make sense or be economical. And we've talked a lot about some of these pilots that both Amazon Amazon and Walmart are running. And so I know it's a real thing and you can really do it. And maybe in some use cases, it's even practical at this point. [6:57] This December, last December, so last month, I did my last trip of the year to Walmart, which is in Bentonville, Arkansas, which side note, downtown Bentonville is beautiful for Christmas. They have a super cool light show. So if you've never visited Walmart, that's the time to do it. But there is a small Walmart neighborhood market, which is their grocery store concept, which is in a small community of 5,000 people about about 30 miles away from Bentonville called Pea Ridge. And so I drove out to Pea Ridge to visit the Walmart neighborhood market. And behind the neighborhood market is a drone center. And they are actually delivering packages via drone on an ongoing basis for all the residents of this 5,000 person community. And so standing in a parking lot and having a bunch of these planes, and the Walmart ones are fixed wing aircraft, launch and like zoom over your head and all the signs in the parking lot, you know, say low flying aircraft beware. [8:00] And like seeing all these planes like launch, it was more fun and cool than I expected it to be. And what's particularly cool is this particular model, the way they recover the planes is the planes all have a hook on the tail and they literally have a a retractable zip line that like two robot arms raise up and it puts the zip line across the drone center, which is elevated. And the plane flies into the zip line and gets hung up and it just swings like a swing until it loses momentum. And so, you know, I just sat there for like probably 45 minutes and watched like 10 planes launch and get caught by the zip lines. And I I made a video and put it on LinkedIn. So I edited it down to like a minute, but I know this is not new news to most people on this show that there's drone deliveries, but I'm telling you like when you actually see one in person, it's still kind of cool. Scot: [8:58] Neat. Are they, obviously they're not going to carry like a gallon of milk or something super heavy like that. What's their payload max on this? Jason: [9:06] Yeah, so I am not super well-versed on exactly what, like the one part of the experience I couldn't see, unfortunately, Unfortunately, you'd have to be pretty lucky to be out of residence when a delivery was happening. I think it's like a four-pound payload, and it's dropped via parachute. And I know the way it works is you register in advance to be a drone delivery site, and then you're given a little foldable circle target that you put in your backyard, and the drone drops the packages right on this target. And so, you know, Walmart neighborhood market is… Scot: [9:42] It's a grocery store with like you know dry goods and pharmacy and stuff like that so i i think it's a lot of like bottles of advil and things like that that are likely getting delivered there, very cool so head over to linkedin and look up jason and it's it's the post that starts you know x years ago on 60 minutes and it's in there yeah i'll put a link in the show notes if you if you want to find it quick cool one last topic we wanted to cover before we get into the meat of of the prediction show, Jason and I have been getting a lot of questions from listeners and it concerns a slowdown in our frequency. Well, no one can pull the wool over our listeners' eyes. You guys caught us. We have slowed down our frequency. And that's because starting with the next episode, 317, we're going to rebrand and it's going to be the Jason Bott and Scott Bott show. And nothing's going to really change. We are going to increase the frequency. It's going going to be daily. You guys wanted more shows. So next year, we're not going to do 365. That would be too much, but like 355, something like that. And you probably guessed by the rebranding that it's going to be Jason and I writing the outline of the show. But Jason, being the geek he is, has created a Gen AI version of himself that's been trained on 800 hours of Jason content. and he produces a lot more content than I do. So about 300 hours a month. So congrats, Jason, on this technological breakthrough. Jason: [11:09] Yeah. I'm super excited about that. You've disclosed one of the secrets to our success is that every episode is about a three to one ratio of Jason and Scott. Scot: [11:22] Since you do the audio editing, I try to go easy on you and you're self-inflicting your own pain. Yeah. Jason: [11:27] The truth, and that may be the norm, but the truth is we have two kinds of shows. There are shows where you are much more dominant than I am. And then there's shows where I I contribute more than you. It's kind of funny to see the flip-flop. If you get an interesting entrepreneur or you get a deep dive in a really arcane portion of Amazon's business, you get a lot of Scott. Scot: [11:48] Yeah. Yeah, that's where I thrive in the darkest corners of the interwebs. Yeah. Seriously, though. Jason: [11:55] I was just going to say one side note on that. That LLM we trained, you can now buy on the OpenAI GPT store that went live tonight. Scot: [12:03] Yeah, and you can have your own personalized. We get a lot of requests for personalized shows, so you can just write your own. Jason: [12:09] There you go. Scot: [12:09] Yeah. We'll talk to you in a three-to-one ratio of Jason to Scott. But seriously, though, we do not have an LLM. We wouldn't do that to you, but our frequency has decreased. We looked this up, and our first show was on November 14, 2015, if you believe it or not. So that's over eight years ago we started. This will be our ninth year. And yeah, so that's a lot of content. And when we started, I had just, I was one year into my current company Spiffy, and now we'll be celebrating our 10 years this year at Spiffy. And we had five employees and now we have about 500. Jason worked for Razorfish and he only had two words in his title. And now he works for the biggest or one of the biggest ad agencies with a fancy French name called Publicis. [12:59] And he has 16 words in his title. So there in his world, you measure your success by the size of your title. And he has done awesome. So both of those endeavors have kept us a little bit busier than we were nine to 10 years ago. So that is the root cause of our slowdown. We did the math and we actually did 15 shows last year. So it was like monthly plus a couple extras, plus three, if you will. We used to do around 50 a year. So you're all right. We have reduced the frequency. Apologies for that. this is a passion project for us so our revenue good news our revenue has not gone down which is which is good because we don't make any revenue we just love talking about this stuff and hanging out together and that was the whole genesis of this show and still is true even though we have less time to do it anything you want to add there jason yeah no i i think i mean obviously i feel like we've both gone a tremendous amount out of the show and we we love it and want to want to keep it going we want to make sure when we do shows that that they're interesting and valuable for folks. Jason: [13:57] And so one of the things that I've gotten a lot of feedback on is we, you know, every year we've always done a handful of these deep dives on particular topics. And I feel like the shows we get the most compliments on are when we do these deep dives or when we do really detailed breakdowns on the Amazon earning shows. And so, you know, certainly we'll still keep the Amazon earning shows on the schedule, but like, I'd like to lean into if, you know, if we are going to, you know do sort of one to two shows a month uh lean into some of those like more prep higher production deep dives as well so that is one of my new year's resolutions is to drink a lot more ice coffee and the other one is going to be to make sure we get get some relevant deep dives into the show schedule every year yeah there's got to be on the topic of ice coffee there has to be some limit to what the human body can endure there so it's going to be interesting too you're kind of a tim Tim Ferriss body experiment mode with the level of coffee you're reaching. Scot: [14:58] So I look forward to seeing how this goes. Jason: [15:00] Hack myself. Scot: [15:03] Okay. With that housekeeping out of the way, let's jump into the meat and potatoes of the show. As mentioned, this is our annual prediction show. Way back in episode 301, recorded on January 20th, 2023, we made five predictions each about what would happen in the upcoming year, which was 2023. 23. Let's go through and review our performance because jason is first in our title he always gets to go first decision i greatly regret from eight years ago just kidding my memory from eight years ago is you did name the show yeah scott and jason just doesn't it doesn't sound right obviously so here we are so jason go ahead i'll read your prediction and then you self-score All right, Jason, prediction number one, insert drum roll sound effect. You predicted, prediction number one, at least two retail bankruptcies besides Party City would occur. How'd you do on that one, Jason? Jason: [16:03] Yeah, well, Mr. Debbie Downer was right. The Party City reference was because Party City had already declared bankruptcy by mid-January of that year. But unfortunately, there were a number of other bankruptcies last year. So the marquee one was probably Bed Bath & Beyond, although they have a new life as the brand for Overstock. Talk david's bridal right aid but the one that i'm personally maybe the most sad about and i know you were a customer if not a fan was boxy yeah yeah very sad yeah so i'm giving myself credit for that that first one although i feel like a bad person for making negative predictions, it's kind of part of your personality i used to be the malageddon guy and now you flipped lived through the bankruptcy guy. Scot: [16:49] So I appreciate you carrying the banner on that one. Jason: [16:52] I'm here for you, man. Scot: [16:53] Okay. So that's so far one out of five is what we're scoring you. So one right, zero wrong. And number two, buy now, pay later consolidation. Klarna, Affirm, Afterpay, excuse me, Afterbuy is another one, et cetera. At least one of these will emerge or exit the US or BNPL altogether. Jason: [17:15] Yeah, and I failed. Those companies, for the most part, continued to gain traction. I want to say Sezzle had some valuation problems, although it started to recover in Q4 this year, but they're all viable, independent entities still going. So that is a miss. Scot: [17:34] Okay, cool. So we're now tied one and one, one right, one wrong out of the first two. So batting 50, which is pretty good for a batting average. Above my my career average i'm pretty sure yeah yeah we we i have i will self-admit we've done a terrible job of track tracking this over the years because you know it's really fun and it's just trying to it's good exercise and i recommend you do it too listeners because it makes you think, in a little bit longer term way and when you make a prediction and you don't have to put yours out there but when you put it out there it makes you think a little bit a little bit deeper about it Your third prediction, prediction number three, was in 2023, Shopify will launch an ad product such as a retail media network. You were banging the RMN drum back then. Jason: [18:22] Oh, for sure. So this is a complicated one. I feel like I kind of got it right, but full disclosure, not in the way I expected. So when I wrote that, I really thought, gosh, Shopify's got, you know, all these independent stores that are probably too small to have retail media networks. That, you know, one of the interesting products Shopify could launch is a sort of a confederate network where, you know, all these individual sellers opt into a shared advertising product that Shopify could administer and help all these sites to monetize their traffic. And that did not happen. But what I wrote was launch an ad product such as a retail media network. And last year, Shopify did launch, they already had a product called Shopify Audiences, which is buy data on anonymous data on people that use ShopPay to help target ads. And last year, they added automated integrations with Snap, Criteo, which Criteo is a multi-platform advertising platform, and TikTok. So as a Shopify seller, you could now say, hey, I want to go buy an ad using Shopify customer data to define your market it and have it automatically placed on all these different digital media platforms. So I don't know. I feel like I kind of lucked into it because it didn't happen the way I thought, but it kind of did happen. Yeah. Scot: [19:49] Okay. We will give you, so at this point we're on number three and you've got two right, one wrong. Heading into the fourth prediction. And this one was in 2023, Meta, Google, TikTok are going to lose ad share to new social media platforms and retail media networks. How did you do on that one? Jason: [20:10] The real answer is I don't know. So I expected it to be much more prominent. And the tail of the tape is kind of mixed. Using eMarketer data, Google lost share across all their properties. So they went from 28% to 26%. Meta was kind of flat at 20%. They They lost share in Facebook but gained a little share in Instagram. And then TikTok actually grew a little share, so from 2% to 2.4%. And then the retail media networks obviously did gain share, but they're smaller. So Amazon went from like 11% to 13%. Walmart went from like less than 1% to 1.2%. So it kind of happened, but it happened. Scot: [20:56] To a tenth of a percent instead of what i i sort of felt would happen which was multiple percentages so i'm gonna not give myself credit for that one okay that's very generous of you, we uh this is the trick of writing these in hindsight you're always you wish you'd put like a clear number there so you'd be easier to score 100 100 they're kind of being squishy all right so here on number four you're at you're back to 50 50 so two right and two wrong and then one One quick clarification was this share of digital ads, like not all ads, right? Like not TV and stuff in the DOM denominator. All right. Number five prediction for Jason Retail Geek. For 2023, live streaming commerce, still not meaningful in the US. It will be less than 5% of social commerce in the United States of America. How'd you do on that one? Jason: [21:50] Also, the real answer is don't know because it turns out there's no good data source for truly measuring live streaming commerce. The estimates, which are based on these kind of thousand person surveys, are that all video commerce in the US is like 32 billion to 50 billion. And so how much of that like really happened live? Even if all of that was live, it's still not 5% of total e-commerce, but like what what percentage of e-commerce is social commerce. I just, I ended up feeling like I wrote a bad, squishy forecast, but there is part of me that wants to say, hey, the spirit of this was people aren't gonna be shopping for products live on video and it's not gonna be very meaningful. And I think that that is absolutely the case, that it's not meaningful. Scot: [22:39] Yeah, one thing that's interesting about, kind of like thinking back on 2023 with streaming, There's a couple of things I'm kind of just pontificating here. I don't I don't have an I'm not scoring you. Yeah, I kind of want to use this opportunity to pick your brain. So, you know, we have TikTok shops. I'm going to guess you don't think that's live streaming, right? Because it's like a recorded video and you're selling an ad next to it. Is that exactly? Jason: [23:04] And when you say I don't think it's live streaming, it's because it's it's not. Scot: [23:07] It's not. You're not putting it in your definition of live streaming. Yeah. Jason: [23:11] And that's something different to you. Scot: [23:13] But it's like a static streaming revenue or something. I don't know. Jason: [23:17] Yeah, I think there is video commerce, right? And even video commerce is not a very big thing. But most of TikTok shops and YouTube native checkout and these other experiences are what we would call video commerce. And there are now a couple vendors that have decent size revenue helping enable video commerce. So I think of someone like a fireworks, for example, that, that adds, adds video commerce to a lot of e-commerce sites and ad platforms. Scot: [23:45] And then how about, so there was a really interesting experiment and I don't think we talked about it because we were deep into the holiday data stream, but you know, Amazon had Thursday night prime video football. And then on Thanksgiving, the Friday after Thanksgiving, they bumped the game and did it on Friday. And part of that was if you watched the thing that's fascinating about the Amazon live stream is there's like three or four sub streams in there. And one of them had basically QR codes and you could buy right from the ad. Yeah. Is that live streaming or it was like an ad next to a football live stream in your view? Yeah. Jason: [24:23] So I do think that would meet the definition of live streaming because most people watch that game live. live, and they didn't disclose any data on how those were done. I could tell you in talking to several people that bought those ads, there was not meaningful engagement with the QR codes. [24:43] And so, yeah, you know, I think there's still lots of experiments. I think there's use cases where native checkout in video makes a lot of sense. There's even a few use cases where live video make sense, but they're edge cases. They're not, it's not the main thing. And again, there's a big difference between China and the US. There is a ton of content that is streamed only live and allows you to buy stuff in China, but it's mostly deals stuff. It's kind of like the next generation of guilt.com, if you will. And it's mostly like very scarce items. So it's farmers in tier three cities in China selling their produce for the week. And when they're out, they're out. And so they don't store the video and have people watch it later in order because they sell all their apples during the live stream. And that's a meaningful way people sell stuff in China. It's just it's just not I mean like the vast majority of video can be time shifted in the US and then it's not live streaming and you know we still for the most part don't have people buying a lot of stuff even you know through through video that's not live so I feel like because of the success in China it gets a little overhyped in the US and I feel like it hasn't lived up to the hype a. [26:02] Year ago though I would argue there are a bunch of vendors telling us that this is the next thing and we're all going to be out of business if we don't jump on the bandwagon and i can assure you if you did not jump on that bandwagon you you potentially are still in business. [26:14] Got it i know how amazon's going to solve this so hear me out this is this is an unofficial prediction and i know andy jassy listens to this show so andy here's how to solve this i'm going to share my entrepreneurial insights number one you have to keep travis and taylor together number Number two, you've got to get the Kansas City game next Friday after 2024 is Thanksgiving. Scot: [26:36] And then you have to sell exclusive Taylor merchandise on that game. So that's how you're going to get the engagement you want. You got to tap into the Swifties. Jason: [26:45] Yeah, I feel like the Swifty economy is a way to solve any business problem. I'll totally agree with that. I will throw out Amazon, you know, did lean into live streaming and they had a product called Talk Shop Live. And you know by all accounts it wasn't very successful the people they they bribed influencers with extra bonuses to produce content and as soon as they stopped offering those bonuses all those influencers moved off the platform and now it there's a a version of it that still exists but once again it's not live yeah yeah uh okay so what does that give me three out of three uh Uh, three out of five. Scot: [27:25] Yeah. So you, so three, correct. Two wrong. So that's good. You have a winning average. That's very similar to my college career. Jason: [27:32] Yeah. Scot: [27:32] There you go. Yeah. Gentleman's a D minus. Yeah. Jason: [27:40] So now let's get to Mr. Sparty Pants, who I suspect and fear did much better than me. So Scott, you'll remember your first prediction. It'll come as a shock to no one involves Amazon, right? Amazon uses this 2022 setback slash slowdown slash reversion to the mean for a public resetting of expectations. But behind the scenes, they take share and raise the bar on shipping. Scot: [28:09] Yeah. I, um, the shipping part was surprisingly clairvoyant there because, you know, what they did in 2023 is one of the things Jassy dug into this and they did these, what do they call it? Nodes regional. Yeah. These regional nodes. And they, they started zoning out at a tight level. They were moving too much product too far unnecessarily. And they, they really tightened that up and it allowed them to cut costs pretty dramatically on shipping and get a lot of leverage that that everyone was surprised about but also and this is nice they similarly you know have really cranked up to delivery speed and delighted customers so so you know very rarely in a business do you find something that that both saves money and delight usually you're having to make a choice you're like well i could save money but customers are going to hate this this was what very aligned with their, you know, their corporate goals of being like wildly efficient and automated, but at the same time, getting products to customers faster. So I think they had a pretty good year. So they've, you know, everyone was in the doldrums about Amazon. Everyone was like, oh, this Jassy guy is really messing things up. And I think he went kind of back to basics and said, let's squeeze some nickels and dimes out of this shipping thing and get it a little faster. And the customers have reacted to it. So I would score that one correct. Jason: [29:32] Yeah, 100%. I feel like Tim cooked it, and it was a good call on your part. Scot: [29:36] Yeah, absolutely. Jason: [29:38] So your second prediction, and I'd like to harp on this one a while if possible, is that Shopify would get acquired. Remind me, did that happen? Scot: [29:49] It did not, but you have to put this in context. Shopify dropped, what was it, like from $60 billion to $10 billion? They had a precipitous fall, and they had a lot of missteps. So they, you know, when this happened, you and I, I think jointly predicted that them getting into fulfillment was not only a bad idea, but a terrible idea. So this is the year they had to unwind all that, which I thought it would be. [30:18] I didn't think they would do that, but kudos to them. You know, so I 100% give them this is very hard to make a mistake and fix it out in the public world. It is a very humbling thing, but they sure did. So they got rid of the shipping part. They turned that into a little bit of lemonade where they ended up having a good partnership with a company that acquired Flexport, I believe it is. And then they have made a series of moves that have rebounded not all the way back to where they were, but they have done very well and they are not going to be acquired or they're not in any kind of existential problems. I do still think there's a world where meta, I think the natural require for them is meta. And at some point, those companies kind of have to go together. I also, if I recall my thesis on this, it was around the first party, the third party data going away. And I felt like they'd have to go on to a first party network. I still think that's true. I think they can survive independently. independently but i think to unlock a lot of value they need to be married into a first party entity more tightly so yeah yeah and of course the stock has rebounded a bit so it's it's it's a bigger swing now yeah i don't you know i you will spoil alert i did not repeat this. [31:42] This prediction i was gonna say you technically only missed that prediction by one word had you had you written shopify with fulfillment is acquired you you kind of would have been right, yeah long time listeners will know i have a long history of repeating predictions and then it never works out for me so i've learned my lesson the hard way my my big one was like for what have we we've been doing this for like eight times i guess or maybe this is the ninth and you know literally for like five years i predicted amazon would compete with them with fedex and i gave up and then like two years later they announced they're gonna compete as soon as you stop repeating it that's when you know it's gonna happen yeah so maybe i am predicting shopping there you go Oh, head explode emoji. Jason: [32:21] Yeah. So one out of two. So then let's move on to number three. And innovation in e-commerce powered by AI, such as GPT-4, surprises us by how fast it's adopted and how cool it is. Scot: [32:36] Yeah, I would say there's no one innovation that you can kind of say, wow, everyone added X to their site and it was amazing. But I would say it's pretty amazing how many retailers are using and getting a lot of value out of AGI. So, you know, the one you read a lot about is the helping of writing product description pages and tightening those up. A lot of people are using it for customer service and really improving that. A lot of people are using it for, you know, one of the things that's a total pain in the e-commerce world is many times you want to take a product image and it's, you know, it's in a scene and you want to isolate it. And then you want to spin it around and do a video and inject that thing in another templated video. you know, that was always very hard. And you would send these images to, you know, a, you know, another country where someone would, you know, for $5 an hour, sit there and meticulously isolate the item out of the background and pixel by pixel do that. Now they have, you know, pretty awesome AI systems for doing all those things. And, you know, retailers are using those pretty heavily. So I would say. [33:48] It's a little hard to score this one. I'll defer to you. I feel like I've been surprised by how much of it was useful. I think a lot of people were kind of saying this is going to be another blockchain, another live stream, another social chat commerce kind of a thing. AI is going to be a flash in the pan. And I would say, you know, companies are really using this. It's real. It's impacting the customer experience and improving retailers margins because they can be wildly more efficient. Jason: [34:15] Yeah, no. So I'm for sure giving it to you. I feel like part of the art here is you have to go back in time to last January and put yourself in the context that this was made. And I think there's a lot of things that are being routinely done today and are pretty darn cool that we would not have believed happened last January. And I think all that text on product detail page is one. The images is for sure one. there used to be whole sections of these trade shows dedicated to companies that were doing image manipulation and image masking and all that stuff. And they're all gone because the AI is so good. And I would also say they're now like it's starting to be pretty meaningful in search. Like Instacart has had generative AI search engine for a while. Walmart just launched generative AI in their search engine. So, you know, there is a lot of flavors of AI that are overhyped and it, But, you know, it is like, I mean, there are a lot of AI snow jobs out there, but also there's a lot of legitimate stuff. And so I think I definitely have to give you that one. So I think you're two out of three at the moment. Scot: [35:22] Awesome. Jason: [35:23] And so then we move on to number four. E-commerce accelerates back to the mean in the second half after a mean regression in the first half. E-commerce returns to 10 to 15 percent growth rate. Scot: [35:36] Yeah, I will. The bulk of my e-commerce data comes from Amazon. And I would say Amazon kind of checked this box. But you, the ultimate consumer and gesture and recool charter of all the data, do you agree that I got this one? Jason: [35:53] I do, especially because you were prescient enough to list the growth rate as a range from 10 to 15. So I'd say there was this weird regression where there was even a stage where retail was growing faster than e-commerce. And for sure, by the second half of last year, we were back to sort of normal trends with retail growing at 3% to 4%. And kind of pre-pandemic, e-commerce might have been growing at like 14% or 15%. And it returned to sort of 10% growth. So I think you definitely hit the spirit of this that we're kind of back to normal. And I think you also hit the technical letter of your prediction because I think we surpassed 10% growth for e-commerce. Scot: [36:40] Cool. So that puts us at three right now. Jason: [36:44] Three for four, which basically means you have to miss this last one for us to tie. Um, and I, I think I'm in trouble because your last one was Sephora and or Ulta moved to a subscription model for new product discovery. Scot: [37:02] Yeah, I, you know, I have to tip my hat to my daughter who previously mentioned is now 17 and was 16. Thanks to her. I spend an inordinate amount of time and money in both Sephora and Ulta. So this one was inspired by her. And yeah, I do have to admit before the show, I didn't know how I did on this one, but I was looking and I see Sephora has this thing called play exclamation mark. And it's the beauty inside community community announcing our new monthly beauty subscription box. Play on players. I don't know if you subscribe to that, Jason, but it sounds like your kind of thing. Jason: [37:39] You said oh yeah i was i was a pilot user you can't get this kind of camera ready look for the podcast without being totally totally plugged into all those products yeah no i think i think you definitely get this one if i was smarter i should have objected at the time because there's a debatable way in which this was already happening back then but they had subscribe and save but that doesn't count that's like auto that's like yeah with some sampling and stuff So, but I think it's much more customer facing and prominent now. So I, I'm giving it to you. So I'm giving you four out of five, which any year would be good performance. And in this particular year, it's both good performance and enough to declare you the winner. Ding, ding, ding, ding, ding. We have a winner. And I will be sending the Claret Jug to your home to live for the next year. Scot: [38:30] Awesome. Thanks. Thanks everybody. Jason: [38:31] Everybody I would like to I am a little salty to the folks at Shopify Toby if you're listening if you had only said yes to whatever acquisition came your way I would have been 100 so thanks dude thanks for everything so now for the three listeners that have hung out for our 15 minute of pre-ramble and our and our 20 minutes of scoring you finally get to the meat what the heck is going to happen in the world of e-commerce in the next year Nostradamus Thomas? Scot: [39:00] Yeah, let's continue. I just went, so why don't you give us the Jason Retail Geek Goldberg 2024 predictions for retail. Go. Jason: [39:12] Yeah. So last year, retail media networks were super hot. I think this year is going to be the year that the big retail media networks really start focusing on their in-store audiences. So I'm calling it Retail Media Networks Go In-Store, and I'm predicting that at least one top 20 retailer will launch a digital in-store ad network. So some kind of screens or interactive displays in a store that you can buy ads on through the retail media network. Scot: [39:41] So I'm in Sephora or whatever retailer. There's a cool screen telling me about this exciting new Kardashian lip color. And I go and interact with it and suddenly an ad comes up for something else. Jason: [39:53] Exactly. Scot: [39:55] Okay. Jason: [39:56] Switching you to the Taylor Swift cosmetics from the Kim Kardashian ones. Scot: [39:59] Whoa. Swifties make another appearance in the predictions. All right. Jason: [40:03] Exactly. My second one, I know what the spirit is. I struggled to make it specific enough that we can measure it, but I tried. So we've been talking a lot about AI. You had an AI prediction last year. [40:16] I think while a lot of these trends kind of get really buzzy and then die down, I think AI is the real deal. I think despite all the hype, AI is going to be even hotter in in December of 2024 than it is right now. And so the way I'm gonna try to quantify that is, I think by December of 2024, it will be more common than not that if there's a text box in an e-commerce experience, it's gonna be powered by generative AI. So we're gonna start typing sentences into all of these search engines instead of keywords. I think it is gonna take consumers a little while to learn to do that after it's possible, but I think that'll be really common. And then I think at least one retailer is going to have an AI-based auto replenishment solution that has significant adoption. And I need to clarify that because one retailer, Walmart, announced it at CES yesterday. So I don't think it exists yet, but they've announced that they're going to do it. And my prediction is not that they're going to try it. My prediction is that it will work or someone else will do one that works. and it's very different than like a subscription-based thing where you automatically get a fixed amount of something. This is going to be, you know, handing the keys to the computer and letting the computer decide how much peanut butter you're going through and making sure that I send you new peanut butter whenever you need it. Scot: [41:38] Hmm. Cool. Jason: [41:40] So that's number two. Number three, I really think this is going to be a bifurcated year in terms of retail prospects. I think we're going to have a handful of retailers that are really going to do well, that are poised for some growth rebounds from the last couple of years. Yeah, I kind of think Amazon and Walmart are both going to be in that bucket. I think we're going to disagree about this, but I think some of the Chinese companies like Timu and Shein might might be in that bucket. And I think there's going to be some other traditional retailers that really struggle. And so you're either going to do well or do poorly. I don't think there's going to be very many retailers kind of treading water in the middle of the road. And as a result, I think we're going to have a couple more significant bankruptcies in 2024. So the Grim Reaper is at it again. I'm once again predicting that at least two well-known retailers will close their doors and this year i'll be slightly more specific at least one of them is going to be a specialty retailer so in a category and another is going to be a general merchant or department store so i hope to be wrong on that one but it is what it is that's prediction number three how about a little size this can be like a two unit kind of a thing or no no no these uh yeah like these have to be a little more two two top 50 retailers like oh okay oh let's write Write that in because I won't remember that next time. Okay. [43:02] I will add it and then delete it in about six months when you've forgotten. No, I'll remember. Yeah. So number four, and this is where I think it's going to start getting fun. [43:12] I actually think that we're going to see more Chinese companies focusing on Western consumers. So I actually think that for a variety of reasons, the Chinese economy is not as hot as it once was. And I think it's going to take a little while to recover. So I think there's going to be more entrepreneurs in China trying to export their solutions to other parts of the world. And, you know, Timu and Xi'an are certainly the two most noted examples of companies that don't sell in China, but do sell in the U.S. I think Xi'an is going to successfully execute a Western IPO next year. And I think Timu is going to continue to grow. And very specifically, I think by 20, by the end of 2024, Timu is going to have at least 75% of the e-commerce revenue that we see from a very well-established U S retailer like target for e-commerce. Scot: [44:06] Okay. Now, are you implying it comes out of targets hide or that just like that? Jason: [44:10] I do think it's partially is going to come out of targets hide, but I'm not specifically saying that I feel like target could come down a little bit and that would help me make this. but I actually think e-commerce will not be the sore spot at Target next year. Scot: [44:25] Got it. Jason: [44:27] So that's number four. I'm bullish on the Chinese companies coming to America. And my fifth one is going to go to grocery e-commerce. So, you know, grocery e-commerce grew a lot during the pandemic, but fun fact, grocery e-commerce actually shrunk a little bit in 2023 relative to the big growth they had in 2022, like partly because groceries got more expensive, people, it was safer to go back to grocery stores. And so people kind of regressed a little bit in their e-commerce shopping. So the best source we have for e-commerce data for grocery is BricksMeetClicks, which is a big, it's a survey, but it's a big survey. So the BricksMeetClicks folks said that grocery e-commerce shrunk by about 2%. And I'm saying they're going to grow by like 25% in 2024. So very meaningful acceleration and growth. Scot: [45:18] Cool. Jason: [45:20] So those are my five. Some years we did bonuses. is. I'm just going to throw out some other things that I guarantee are going to happen, but I don't want to bother making them predictions because they're too hard to measure. But as I did this year, again, I'm going to say live streaming is not a major thing next year either. And I'll throw the metaverse and crypto in there as well. If you're an innovative startup that's going to solve retail with live streaming the metaverse and crypto, please don't send me an email. Scot: [45:46] But it's on blockchain. Jason: [45:48] Yeah, exactly. If you're doing anything on blockchain, the first thing i need to know is why i can't just do it with a database and why i need a distributed ledger so if you can't answer that question don't call me um because blockchain yeah, i i think another one that really annoys me i couldn't figure out how to measure this so i didn't make it a forecast but i think you're going to hear a lot less retail ceos blaming their poor performance on retail crime next year if you don't know or haven't been following it That's mostly a scam. Shrink in retail is down. There is this new kind of crime called organized retail crime, which is awful, and people get hurt, and people should stop doing it. But it's not economically meaningful, and it's not the reason that any of these retailers miss their guidance. And I think we're going to see. [46:34] And CEOs stop leaning on it as much because it's becoming obvious that it's a false excuse. And lastly, I was bullish on some of the big retail media networks in my predictions. I said one would go in-store. But a corollary to that, there's a lot of really small retailers that are seeing the success of the big retailers and trying to launch retail media networks. And yeah, that's not going to work. So if you're, you know, a relatively unsuccessful e-commerce, a specialty retailer with small e-commerce or you're a regional retailer, you're just not going to have enough traffic and a big enough audience to make it work. So I think, you know, I'm starting to see some retailers that are probably on the wrong side of the scale equation, trying retail media networks and I'm mostly not optimistic for them. So, so you heard it here first. Scot: [47:24] So the world where they patch together in like a little alliance and like a a Battlestar Galactica kind of thing and get some heft. Jason: [47:32] There is. There absolutely is. And the most notable place that's happening is in Europe. And kind of interestingly, the biggest retailer in Europe, Carrefour, like sort of embrace that. Like Carrefour is the Battlestar Galactica in this, this like, you know, convoy of ragtag, this fleet of ragtag ships. And so, so you're exactly right. And I heard the giant French advertising company that is helping them do it is decent too. Scot: [47:59] Yeah. Soccer blue. One clarification on your grocery e-commerce thing. You know, that's a big number, right? That's like 30% off a big base, 25%. Are you counting like curb pickup on that? Jason: [48:15] Yeah. So I'm specifically using the Bricksmeet Clicks metric, which does include three categories of grocery. It's curbside pickup, which is over 50% of grocery in most U.S. cities. It's home delivery of groceries. And it is actually shipping of some grocery items, but that's a relatively small one. Yeah. Scot: [48:37] So Instacart would be kind of captured in there as well. Jason: [48:39] They would. Yeah. Yeah. Side note, I actually, I think I'm not as bullish on Instacart as I think you're going to be, but they will certainly be part of it that helps me make this prediction. Scot: [48:51] Cool. And we should have said this before we got into the predictions, but what we do is we do these independently and then we splat them into our shared show notes that we have here that Jason and I use. Jason: [48:59] Yeah. So it would have been possible for us to have the same predictions, but we did not. Scot: [49:03] We never see each other's beforehand. So that's a part of the fun. So there's no, no, no planning or, or, you know, kind of swapping and prediction. Jason: [49:12] No cross-contamination. Scot: [49:14] But because we're, we don't have any revenue, we don't have Pricewaterhouse verifying that. You're just going to have to trust us. Okay. Jason: [49:23] What do you have, Scott? Scot: [49:24] Well, I want to point out that I see you snuck in three bonuses. So you took, so yet again, you're hogging the stage, but that's okay. You're first in the, in the title there. Jason: [49:34] And I have many more words in my title in case you didn't notice. Scot: [49:38] Being a rule follower, I have five predictions, not eight. And my first one is Amazon's going to relaunch Alexa on a native LLM. So, yeah, Alexa and the whole Siri and what's the Xbox one, Katana, you know, Cortana, they they once you interact with the chat GPT voice, which is a little slow, but it's a little slower than those. But the responses are so much better. You really want to just throw your Alexa in the garbage can. So, you know, this is tricky because Amazon doesn't have an LLM. The things they've done on AWS are kind of like geared towards being neutral, and I think they're not going to stay neutral. So they have to be neutral, and then they have to rewrite Alexa on that. Maybe it's tricky because what do you do? Do you call it like new Alexa, or do you change their name, or you've got some brand equity built there? So it's going to be interesting to see how they navigate that. that. [50:40] And then number two is I don't understand how Timu isn't just wish dot 2.0. So in the early days of wish, everyone got all excited and they're like, oh my God, this is amazing. I can buy all this cheap stuff and it comes and it's amazing. And it's like a dollar drone and it's awesome. And then it showed up six months later and then it broke in five minutes. So I think there's a lot of buzz around these things. I think a lot of this stuff gets supported by China and free shipping and these kinds of things that the Chinese government does to help give their Chinese-born companies an edge. And none of that is infinite, right? So we saw that with Alibaba and Alipay. That whole thing kind of has had a whole situation in China where it got too big and they didn't like the success there. And Jack Ma, and Lord knows what's happened to him. I think these, I think Timu is kind of, there's gonna be some kind of an episode like that. And this was my, I kind of use the word falters. So that kind of thing. I don't think they're gonna do an IPO. That would really shock me. Jason: [51:48] Yeah, I think we're going to, I mean. Scot: [51:50] Yeah. So we're misaligned on that one, which makes it fun. Yeah, either could happen. Jason: [51:53] There are smart people that think on both sides of that one, but that's a fun one. We'll agree to disagree. Scot: [51:58] But both can't happen. So this is a zero-sum game one for sure. Jason: [52:01] Exactly. Scot: [52:02] And then, you know, this one I guess we're aligned on, but I kind of got more specific because you always do super generic ones that make it easier to get them. [52:13] Retail media networks are currently and i found a there's a research firm called core site so like you i wanted to kind of pick a measurement stick here and they say the whole world that that whole thing in 2023 did 52 billion and it's growing 20 so that's their data and i said my prediction thus is it's going to accelerate this year to 30 growth and that brings it to to about 67 billion. So, you know, clever listeners that listen to our Amazon recaps, you'll know, you'll notice that, well, okay, if that's at 52 billion, Amazon ads are at like, what are they? Like 49, 45 billion? So, but that's a run rate. So for that Amazon number, you take the quarter, and the last one we talked about was Q3, Q4 will be coming out soon. So we took the Q3 number, multiply it by four, and that's how you get the 45-ish. So, so really doing 15 a quarter, but the prior quarter was like, like 10 ish. And the prior quarter that was like eight ish. So, so Amazon didn't do 45 in a year. They probably did more like 35 to 30 in the year. But the trajectory is such that when you do the run rate, it comes out to be a big number. So, so they are a large part of that 52 billion, but they're not like 90% of it. They're, you know, 65% of it or so. So there's that one. Jason: [53:34] Okay. Scot: [53:35] Number four, and this one we're kind of aligned on, surprisingly, even though the specifics you disagree with. Here, I've been

America's Most Controversial Statesman is Dead at 100 Henry Kissinger, America's most controversial statesman, is dead. Let's explore the record of a man that some call a war criminal, and see what we can learn about American politics. Check out all the sources for this video here: https://docs.google.com/document/d/1H... Follow The Podcast & Give It A 5 Star Review Disclaimer: This show isn't meant to impersonate Johnny Harris. All Content Rights Belong To Johnny Harris.

The REAL Reason Joe Rogan is So Popular Who is Joe Rogan? Johnny Harris listened to countless episodes of his podcast to understand his past and his influence. Check out all the sources for this video here: https://docs.google.com/document/d/1H... Follow The Podcast & Give It A 5 Star Review Disclaimer: This show isn't meant to impersonate Johnny Harris. All Content Rights Belong To Johnny Harris. -- Chapters -- 0:00 Intro 1:24 Ad read 3:38 The Rise of Joe Rogan 6:26 Early Days of JRE 10:49 Joe Hates Boxes 14:47 Joe Sells Contrarianism 16:23 Joe Lets People Talk 30:11 Joe Models Curiosity and Openness 32:09 Final Thoughts 32:46 Credits 33:48 Announcements & Outro

Economic conditions are deteriorating. Revenue growth will slow in 2024 and operating margins will be squeezed. 1H 2024 will see conditions deteriorate for most companies. The Fed potentially cutting its Fed Funds rate by 25 BPS in March will not mean squat to companies carrying meaningful amounts of debt, especially high yield issuers. High yield credit spreads need to widen to reflect the increased cash flow risk for most companies in 2024. Read the full article here: https://open.substack.com/pub/tek2day/p/high-yield-credit-spreads-should?r=1rp1p&utm_campaign=post&utm_medium=web

Interview with Andrew Mcllwain, Managing Director of Investigator Resources Ltd.Our previous interview: https://www.cruxinvestor.com/posts/investigator-resources-ivr-raises-42m-to-fund-dfs-by-ye23-2825Recording date: 15th December 2023Investigator Resources (ASX:IVR) represents a unique investment exposure into silver through its 100% owned Paris Silver project in South Australia. With silver fundamentals aligning for a new bull run amid constrained mine supply, quality silver developer stocks offer strong leverage. Paris' large 57 million ounce resource, low costs and straightforward permitting pathway provide the ingredients for substantial investor upside.Definitive Feasibility De-Risking DevelopmentAn existing robust Pre-Feasibility Study has outlined Paris' potential to deliver over 4Moz annual silver production at an All-In Sustaining Cost of $17.45/oz over a 5-7 year initial mine life. At spot prices, this allows healthy margins to service debt and equity investors.Investigator is now advancing Paris expeditiously through a Definitive Feasibility Study on track for completion 1H 2024. Key metallurgical, pit design and project funding activities are underway, fully funded by a recent $5.5M raise. This will pave a clear approvals and financing pathway eyeing a potential 2024 construction decision.Significant Exploration Upside in Prolific DistrictWhile the Paris silver deposit itself offers scale and grade quality in a favorable mining jurisdiction, there also exists substantial opportunity to uncover additional resources nearby. Within 10km of Paris, other early stage silver and base metal occurrences provide targets for potential near-mine exploration successes in 2024 that could significantly enhance Paris' production profile and mine life.Attractive Entry Point for Silver LeverageInvestigator's current market capitalization continues trading at a significant discount to Paris' in situ silver value and preliminary project NPV estimates. Once the DFS further optimizes recoveries and costs, a fundamental project re-rating appears likely over the next 12 months. Investigator presents a unique listed vehicle for ASX exposure riding a potential prolonged silver upcycle.Near Term Milestones Driving Re-Rating CatalystsCompleting the Paris definitive feasibility study ranks as the prime milestone to unlock project value in 2023. However Investigator also anticipates ongoing news flow surrounding:- Final metallurgical test work results on silver/lead recoveries- Resource expansion through exploration success- Reviewing funding options and partnerships- Commencing approvals and mining lease processSmooth Permitting Pathway for DevelopmentA key aspect which differentiates Paris from many silver development projects is its clear pathway through permitting and approvals required before major construction decisions. Located in South Australia's stable mining-friendly jurisdiction with strong local community ties, Paris is poised to progress swiftly once project parameters are finalized.The remote project area contains no major environmental or social constraints that could lead to extended delays. Hence Investigator is in prime position to capitalize should silver prices continue recent upward momentum above US$25/oz.ConclusionWith asset quality, sound economics and execution ability, Investigator Resources provides an exciting exposure story as one of Australia's only pure play silver developers. The Paris Project shapes as a potentially world class producer in a premier mining destination at the early stage of a new precious metals cycle playing out.The Definitive Feasibility Study due over the coming 6-12 months will be a pivotal catalyst in realizing Paris' immense underlying value. Investigator offers exceptional leverage into this emerging silver bull narrative.—View Investigator Resources' company profile: https://www.cruxinvestor.com/companies/investigator-resourcesSign up for Crux Investor: https://cruxinvestor.com

Dans ce premier épisode de la saison 12 nous avons rencontre le President Mamadou DIOP Decroix candidat a l'élection présidentielle 2024. Dans cet episode de 1H nous avons discuter avec lui de ses projets pour la technologie au Sénégal.

Interview with Luke Alexander, President & CEO of Newcore Gold Ltd.Our previous interview: https://www.cruxinvestor.com/posts/newcore-gold-ncau-clear-strategy-to-revenue-scaling-project-2944Recording date: 12th December 2023Newcore Gold represents an intriguing investment opportunity in the gold mining space. This relatively under-the-radar junior explorer and developer offers exposure to an advanced staged asset boasting robust economics, with a clear path towards production in the coming years.The company's flagship asset is the 100% owned Enchi gold project located in southwest Ghana, a premier mining jurisdiction in Africa. Enchi currently hosts an indicated gold resource of 743,500 ounces of gold grading 0.55 g/t, plus an additional 972,000 ounces at 0.65 g/t in the inferred category. The multi-million ounce gold system features strong expansion potential across the massive 216 square kilometer land package.Importantly, Newcore has already demonstrated Enchi's economic potential through a 2021 Preliminary Economic Assessment (PEA) outlining a starter open pit heap leach operation with average annual production in years two through to five of 104,171 ounces of gold, with 983,296 ounces of gold recovered over an 11-year mine life. At a gold price of $1,650/oz, the PEA generates an after-tax NPV (5% discount rate) of $333 million and an after-tax internal rate of return of 54% with a 2.3-year payback period on initial capex of $97 million. These robust numbers provide a glimpse of the value proposition Enchi can offer once in production.Over the past year, Newcore has focused on derisking and advancing the gold project through additional metallurgical test work and completion of an updated NI 43-101 mineral resource estimate in March 2023. The new resource model resulted in a significant conversion from the inferred category into the higher confidence indicated category through infill drilling. The company is now targeting completion of an updated PEA study in 1H 2024 encompassing the larger measured and indicated resource base, as well as updated design parameters from the latest ongoing metallurgy and baseline environmental work.Funded with approximately $5 million cash, Newcore has a 12 to 18-month runway to continue advancing Enchi without facing near-term financing risks. The intention is to systematically de-risk the gold project, completing key studies and economic analysis, to reach a construction decision in the coming 2-3 years.Upside optionality also exists in Enchi's considerable exploration potential, as the currently defined resource covers only a very small portion of the expansive concession package. Once the initial open pit heap leach operation is online churning out cash flow, the company can self-fund more aggressive exploration programs to target resource expansion and new discoveries across the wider district.With gold exposure via an advanced staged project in a tier-one mining destination like Ghana, existing economic studies demonstrating potential for near-term low-cost production, and upcoming catalysts from de-risking activities, Newcore Gold offers investors speculative leverage to a rising gold market in the years ahead. The current sub-$20 million market capitalization leaves substantial upside as Enchi progresses to production. —View Newcore Gold's company profile: https://www.cruxinvestor.com/companies/newcore-goldSign up for Crux Investor: https://cruxinvestor.com

Nativity Bible Study The first Lord I Call verse from the Vespers of Nativity: Come, let us greatly rejoice in the Lord, as we sing of this present mystery. The wall which divided God from man has been destroyed. The flaming sword withdraws from Eden's gate; The cherubim withdraw from the Tree of Life, and I, who had been cast out through my disobedience, now feast on the delights of paradise: For today the father's perfect image, marked with the stamp of His eternity, has taken the form of a servant. Without undergoing change He is born from an unwedded mother; He was true God, and He remains the same, but through His love for mankind, He has become what He never was: true man! Come, O faithful, let us cry to Him: O God, born of a virgin, have mercy on us! The most concentrated alternation of scripture and hymnographic commentary occurs during the Royal Hours. First Hour Psalms: Psalm 5 (a morning psalm in its usual place), Psalm 44 (Messianic Psalm about the wedding; Hebrews 1:8 confirms; also used in vesting prayers and Proskomedia), Psalm 45 (Be still and know; God is with us).  Prokimen:  Psalm 2: 7,8). The Lord said unto Me: Thou art my Son, this day have I begotten Thee. Ask of Me, and I shall give Thee the heathen for Thine inheritance. Readings:  Micah 5:2–4 (Prophecy of Bethlehem), Hebrews:1:1-13 (St. Paul interprets the OT and explains the divinity of XC). St. Matthew 1:18-25 (Narrative: birth). A Hymn:  Prepare, O Bethlehem, and let the manger make ready and the cave receive; for truth hath come, and shadow hath passed. And God hath appeared to mankind from the Virgin, taking our likeness and deifying our nature. Wherefore, Adam and Eve are made new, crying, Goodwill hath appeared on earth to save our race. Third Hour Psalms: Psalm 66 (a song of the Resurrection), Psalm 86 (A prophecy on the meaning of the Nativity and the uniting of the nations in the Church), Psalm 50 (usual Psalm). Prokimen:  Isaiah 9:6. For unto us a Child is born, unto us a Son is given and the government shall be upon His shoulder  Readings: Baruch 3:35-4:4 (Wisdom appeared on earth and lived among mankind). Galatians 3:23-29 (we are one in Christ).  St. Luke 2:1-20 (narrative: shepherds). A Hymn: Tell us, O Joseph, how it is that thou dost bring the Virgin whom thou didst receive from the holy places to Bethlehem great with child? And he replieth, saying, I have searched the Prophets, and it was revealed to me by the angel. Therefore, I am convinced that Mary shall give birth in an inexplicable manner to God, whom Magi from the east shall come to worship and to serve with precious gifts. Wherefore, O Thou who wast incarnate for our sakes, glory to Thee. Sixth Hour Psalms: Psalm 71 (prophesy of the Messiah; includes Magi/Kings), Psalm 131 (Messianic; also points to nations), Psalm 90 (usual Psalm). Prokimen: Psalm 109:4,1. From the womb before the morning star I bore Thee. Said the Lord to my Lord: Sit Thou on My right hand, until I make Thine enemies Thy footstool.   Readings.  Isaiah 7:10-16; 8:1-4, 9-10 (Virgin birth; God is with us!).  Hebrews 1:10-2:3 (Christ is greater than the angels). St. Matthew 2:1-12 (Narrative: wise men) A Hymn:  Listen, O heaven, and give ear, O earth. Let the foundations shake, and let trembling fall on all below the earth; for God hath dwelt in a creation of flesh; and He Who made creation with a precious hand is seen in the womb of a created one. O the depth of the riches and wisdom and knowledge of God! How unsearchable are His judgments, and His ways past finding out. Ninth Hour Psalms: Psalm 109 (Messianic; see above), Psalm 110 (a hymn of joyous praise), Psalm 85 (usual Psalm) Prokimen:  Psalm 86:4-5.  And of the mother Zion, it shall be said, this and that man is born in her and the Highest Himself hath founded her. His foundations are in the holy mountains. Readings:  Isaiah 9:6-7 (for unto us a child is born!), Hebrews 2:11-18 (Christ became a man), St. Matthew 2:13-23 (go to Egypt!) A Hymn.  Verily, Herod was overtaken by astonishment when he saw the piety of the Magi. And having been overridden with wrath, he began to inquire of them about the time. He robbed the mothers of their children and ruthlessly reaped the tender bodies of the babes. And the breasts dried up, and the springs of milk failed. Great then was the calamity. Wherefore, being gathered, O believers, in true worship, let us adore the Nativity of Christ. But wait there is more! Jewish Expectations/Prophecies of the Messiah The Messiah would be the “seed of a woman” come to destroy the work of the Devil. Not long after Creation, God prophesied to the serpent Satan, “And I will put enmity between you and the woman, And between your seed and her Seed; He shall bruise your head, And you shall bruise His heel” (Genesis 3:15). The implication was that Eve's descendant would undo the damage that Satan had caused.  Huge impact on the Jewish mind and imagination. (1 John 3:8). (Also see: Hebrews 2:14; Revelation 20:10.) A prophet like unto Moses. This was prophesied by Moses, himself: “The LORD your God will raise up for you a Prophet like me from your midst, from your brethren. Him you shall hear, according to all you desired of the LORD your God in Horeb in the day of the assembly, saying, ‘Let me not hear again the voice of the LORD my God, nor let me see this great fire anymore, lest I die.' And the LORD said to me: ‘What they have spoken is good. I will raise up for them a Prophet like you from among their brethren, and will put My words in His mouth, and He shall speak to them all that I command Him. And it shall be that whoever will not hear My words, which He speaks in My name, I will require it of him'.” (Deuteronomy 18:15-19, NKJV). Like Moses, the Messiah would be a leader, a prophet, a lawgiver, a deliverer, a teacher, a priest, an anointed one, a mediator, a human and one of God's chosen people (a Jew) performing the role of intermediary between God and man—speaking the words of God. Both Moses and Jesus performed many miracles validating their message. As infants, both their lives were threatened by evil kings, and both were supernaturally protected from harm. Both spent their early years in Egypt. Both taught new truths from God. Both cured lepers (Num 12:10-15; Matt. 8:2-3) and confronted demonic powers. Both were initially doubted in their roles by their siblings. Moses lifted up the brazen serpent to heal all his people who had faith; Jesus was lifted up on the cross to heal all who would have faith in Him. Moses appointed 70 elders to rule Israel (Num. 11:16-17); Jesus appointed 70 disciples to teach the nations (Luke 10:1, 17). And there are many other parallels between the lives of Moses and Jesus. The Messiah would be a descendant of Noah's son, Shem. Noah said, “Blessed be the LORD God of Shem; and Canaan shall be his servant. God shall enlarge Japheth, and he shall dwell in the tents of Shem; and Canaan shall be his servant (Gen. 9:26-27). Chapter 10 goes on list descendants of Shem, noting that he was ancestor of Eber (Heber: Luke 3:35), the founder of the Hebrew race.  Noah associated Shem especially with the worship of God, recognizing the dominantly spiritual motivations of Shem and thus implying that God's promised Deliverer would ultimately come from Shem. The Semitic nations have included the Hebrews, Arabs, Assyrians, Persians, Syrians and other strongly religious-minded peoples. More specifically, he would come from a descendant of Shem named Abraham ( Genesis 22:18; 12; 17; 22). Fulfilled: See Christ's genealogy in Matthew 1. More specifically, he would be a descendant of Abraham's son, Isaac, not Ishmael (Gen. 17; 21). Fulfilled: See Christ's genealogy in Matthew 1. More specifically, he would be a descendant of Isaac's son, Jacob, not Esau (Gen. 28; 35:10-12; Num. 24:17). Fulfilled: See Christ's genealogy in Matthew 1. More specifically, he would be a descendant of Judah, not of the other eleven brothers of Jacob. Fulfilled: See Christ's genealogy in Matthew 1. More specifically, he would be a descendant of the family of Jesse in the tribe of Judah (Isaiah 11:1-5). Fulfilled: See Christ's genealogy in Matthew 1 and Luke 3:23-38. More specifically, he would be of the house of David (2 Samuel 7:12-16; Jeremiah 23:5; Psalm 89:3-4). Fulfilled: See Christ's genealogy in Matthew 1; Luke 1:27, 32, 69. Note: Since the Jewish genealogical records were destroyed in 70 A.D., along with the destruction of Jerusalem and the Temple, it would not be possible for a Messiah imposter who was born later to prove his lineage back to David and thus fulfill this prophecy. He will be born in a small city called Bethlehem, specifically the one formerly known as Ephratah (Micah 5:2 – 1H). Fulfilled: Luke 2:4-20. Note: Christ's birth in Bethlehem was apparently not by the choice of Mary and Joseph; it was forced upon them by Caesar Augustus' taxation decree which required Joseph to leave his home in the city of Nazareth and return to his place of origin to pay the tax. He will be born of a virgin (Isaiah 7:14- 6H). Fulfilled: Matthew 1; Luke 1. He will be a priest after the order of Melchisedek (Melchisedec) (Psalm 110:4). Fulfilled: Hebrews 5:6 The scepter shall not pass from the tribe of Judah until the Messiah comes. In other words, He will come before Israel loses its right to judge her own people. The patriarch Jacob prophesied this: The sceptre shall not depart from Judah, nor a lawgiver from between his feet, until Shiloh come; and unto him shall the gathering of the people be. (Genesis 49:10) According to the Jewish historian Josephus, the Sanhedrin of Israel lost the right to truly judge its own people when it lost the right to pass death penalties in 11 A.D. (Josephus, Antiquities, Book 17, Chapter 13). Jesus Christ was certainly born before 11 A.D. He will come while the Temple of Jerusalem is standing ( Malachi 3:1; Psalm 118:26; Daniel 9:26; Zechariah 11:13; Haggai 2:7-9). Fulfilled: Matthew 21:12, etc. (Note: The Temple did not exist at certain periods in Jewish history, and it was finally destroyed in 70 A.D.) A worldly ruler.  Since the fall of the Davidic kingly dynasty, the expectation was that the Messiah would restore that dynasty so that he would rule as the human “son of God”. (Isaiah 9:6-7 – 9H) He will be divine; the Son of Man. (Daniel 7:13; Isaiah 7:14- C) He would be the revelation of God; God with us. (Baruch 4:4 – 3H; Isaiah 8:9)

The Belt-and-Road Initiative (BRI) has reached the ripe old age of 10 this month. Those 10 years have seen a lot of change, including on topics like the relative focus on clean energy versus fossil fuels and the interest in and incentives for applying ESG criteria to BRI investments. Today we are joined by frequent guest and longtime friend of the pod, Professor Christoph Nedopil-Wang. This year he became the Director Griffith Asia Institute and is also Professor at Griffith University in Brisbane, Australia. Previously, he was Associate Professor and Director of the Green Finance & Development Center, Fudan University. He previous worked in Beijing at the International Institute of Green Finance (IIGF), as well as at GIZ. Cheat sheet: Q: Was the 1H 2023 really the greenest ever, as Reuters summarized? (A: Reuters focused on energy sector, where change most evident, though oil & gas investments are big and lumpy, so can't just look at 1H. "Small and beautiful" green investments becoming more common.) Q: Is energy becoming greener just because fossils falling, but renewables not picking up as much? (A: Both declining coal share and growing renewables, but renewables need much stronger growth.) Q: Why is state-owned sector declining and private sector going up? Is that due to SOEs focusing on domestic investment to respond to downturn? (A: Perhaps, but also because private firms now much stronger, and battery-related giants investing in big projects.) Q: What about mining for battery materials, is there more investment in value-creating parts of that supply chain in Africa, or is it all being processed elsewhere? (A: Yes, but need to be cautious on environmental impact of local processing and whether local firms or communities actually capture value.) Q: What is the situation with Chinese basic ESG principles (disclosure, community involvement) being applied on the BRI, as opposed to just meeting minimum local standards? (A: Not so good, for the power sector case studies they looked at.) For further reading: Christoph Nedopil Wang, ‘China Belt and Road Initiative (BRI) Investment Report 2023 H1,' Green Finance & Development Center, Fudan University, 1 August 2023, at https://greenfdc.org/china-belt-and-road-initiative-bri-investment-report-2023-h1/ Cecilia Springer et al., ‘Elevating ESG: Empirical lessons on environmental and social governance implementation of Chinese projects in Africa,' Boston University, 30 August 2023, at https://www.bu.edu/gdp/2023/08/30/elevating-esg-empirical-lessons-on-environmental-social-and-governance-implementation-of-chinese-projects-in-africa/ Andrew Hayley, 'China's Belt and Road energy projects set for "greenest" year, research shows,' Reuters, 2 August 2023, at https://www.reuters.com/business/energy/chinas-belt-road-energy-projects-set-greenest-year-research-2023-08-02/ 

00:10 | $10b valuation for Anduril- Raising $400m to $500m at a $10b valuation, 17.6% increase from last round- Use of funds = acquisitions, research/development- Recently won $1.0b contract from US Special Ops Command01:07 | OpenAI next “Apple App Store”- releasing developer tools on Nov 6 conference- updates will reduce costs by 20x and include vision/image capabilities- current tender offer at $90b, 210% above its Apr 2023 round just 7 months ago02:51 | Loom acquired for $975m- Atlassian is acquiring for -36% vs last round ($1.53b)- Loom provides an asynchronous video solution- Loom has 25m customers, 5m monthly video conversations; Ford, Tesla, Amazon are customers03:46 | Flexport lays of 20% of staff - 660 of 3300 employees impacted- 70% drop in 1H 2023 revenue- Former CEO Dave Clark removed five weeks ago04:14 | Big capital raises- Electric Hydrogen | $380m Series C, $1.0b valuation- Headway | $125m Series C, $1.0b valuation- Bizongo | $50m Series E, $980m valuation- SuperOrdinary | $58m Series B, $800m valuation- Pulumi | $41m Series C, $391m valuation04:57 | Pre-IPO 5.75% for week- Week winners: Anthropic +100.1% (not a typo), Rippling +26.2%, Hugging Face +22.9%, OpenAI +14.7%, Brex +8.3%- Week losers: Epic Games -5.5%, Airtable -4.5%, ByteDance -3.7%, Cohere -3.0%, Deel -2.2%- Top valuations: ByteDance $203b, SpaceX $157b, OpenAI $77b, Stripe $53b, Databricks $45b

In this 165th episode of The G2 on 5G, we cover:1. John Deere plans a private 5G network in Brazil2. Is AST SpaceMobile's BlueWalker 3 shining too brightly in the night sky? Some astronomers think so.3. Nokia adds new solutions to its private 5G as a service with partners4. AT&T's 5G AR smart football helmet enables deaf football players to receive plays remotely, enhancing accessibility and inclusivity5. Reliance Jio sets up multi-billion dollar lines of credit for 5G gear6. Amazon is set to launch its first two prototype LEO satellites as part of project Kuiper, production satellites are expected to launch 1H 2024 with beta service by the end of 2024

Follow the podcast on Youtube and Twitter! Thanks to CrimsonCaptain.com for sponsoring the podcast. Make sure to subscribe for the latest recruiting intel, film breakdowns, and more!This special episode of the podcast was recorded live on Twitter Spaces! Special guests including Captain 405 and Jay Smith!Latest recruiting infoHas Texas played anyone good outside of the worst Bama team in a decade?OU will beat Texas if ____ happens.Who will needs to continue to look good (sponsored by Red and West)Week 6 Best BetsAdam (14-10-1)WKU (-6.5) at Lousiana TechWashington State (+3.5) at UCLAArkansas State (+16.5) at TroyLiberty (-9.5 1H) at Sam HoustonColorado (-2.5 1H) at Arizona StateTyler (13-12)Oklahoma vs. Texas (-6.5)UCF @ Kansas (Over 64.5)Colorado (-2.5 1H) @ Arizona StateKentucky (+14.5) @ GeorgiaGeorgia Tech @ Miami (-11.5 1H)

CISA and the FBI warn of Snatch ransomware. A look at phishing trends. Ransomware is increasingly cited in cyber insurance claims. Trends in cyber threats to academic institutions. A Russian hacktivist auxiliary disrupts Canadian border control and airport sites. The ICC remains tight-lipped concerning cyberattack. N2K's Simone Petrella sits down with Chris Krebs at the mWise conference. In today's Threat Vector segment, David Moulton from Unit 42 takes a peek into the modern threat landscape with Wendi Whitmore, SVP of Uniformity. And MGM Resorts says it's well on the way to recovery. For links to all of today's stories check out our CyberWire daily news briefing: https://thecyberwire.com/newsletters/daily-briefing/12/181 Threat Vector links. To learn what is top of mind each month from the experts at Unit 42 sign up for their Threat Intel Bulletin.  Selected reading. #StopRansomware: Snatch Ransomware (Cybersecurity and Infrastructure Security Agency CISA) 2023 .Phishing Trends (ZeroFox) Cyber Insurance Claims Frequency and Severity Both Increased For Businesses in 1H 2023, Coalition Report Finds (Business Wire)  2023 Cyber Claims Report: Mid-year Update (Coalition)  Since 2018, ransomware attacks on the education sector have cost the world economy over $53 billion in downtime alone (Comparitech) Canada blames border checkpoint outages on cyberattack (Record) Cyberattack hits International Criminal Court (SC Media) International Criminal Court hacked amid Russia probe (Register) International Criminal Court under siege in cyberattack that could constitute world's first cyber war crime (Yahoo News) Our hotels and casinos are operating normally. (FAQ - MGM Resorts) MGM Resorts computers back up after 10 days as analysts eye effects of casino cyberattacks (AP News - 09-20-2023) Learn more about your ad choices. Visit megaphone.fm/adchoices

Lithium is integral to the majority of electric vehicle battery chemistries, making it one of the world's most sought-after metals. Once it's out of ground, who controls the supply of lithium and its refining? With the majority of major diversified miners not actively taking part in lithium extraction, who are the companies involved in this space? On today's show, Dana speaks with Ellie Gomes-Callus from BNEF's metals and mining team, and Dr. Andy Leach from the energy storage team. Together, they discuss the different methods of lithium mining and their varying ecological impacts, why the major diversified miners are largely avoiding the extraction of this metal, and the relationship between lithium and different battery chemistries. They also consider whether sodium-ion technology poses a threat to lithium's current dominance. Complimentary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: 1H 2023 Battery Metals Outlook: Shift In Demand Dynamics Energy Transition Metals Production Scores: Australia Top Sodium-ion Batteries Target China's Mini EVs to Cut Costs Rio Tinto Doubles Down on Lithium Mining With Rwanda Deal Battery Metals Monthly - August 2023See omnystudio.com/listener for privacy information.

Coach Prime gets the huge win, Clemson - Clemsoned and Florida State looks to be a strong contender.    The Boys went 4-5 last week to move their record to 6-8 on the season.  Let's see if they can get over the 500 mark this weekend.349 Ole Miss -7333 Texas A&M / Miami over 51318 Colorado -3346 Arky -23.5 1H over 28 Total Points over 32.5 1H Total326 Wazzou +6.5319 Utah -7364 UNC -18GLTA

00:09 | Redwood raises $1.0b!- Redwood Materials, a battery recycling startup, raised $1 billion in a Series D round co-led by Goldman, T Rowe Price at an estimated $5.0b valuation- US Dept of Energy also provided a $2 billion loan00:41 | Greyscale beats SEC in lawsuit for spot BTC ETF?- Federal appeals court challenges SEC's denial of Grayscale's bitcoin spot ETF application- Court says SEC's decision was "arbitrary and capricious"- Bitcoin-related assets surge02:06 | OpenAI revenue projected for $1.0b- OpenAI is posting $80m in monthly revenue vs $28m one year prior, outpacing estimates- ChatGPT Enterprise announced this week. Aims to assist employees in learning new skills and analyzing internal data. Focus on data privacy.03:41 | Elf Beauty buys Naturium for $355m- Elf doubles its skincare market share- Elf's stock rises 250% in a year- Investor interest in beauty brands is hot!04:32 | Klarna's net income +67% better in 1H 2023- Klarna reduces losses by 67% in H1 2023, with a 21% increase in net operating income- Company emphasizes AI advancements, launching a feature that saves 60,000 hours annually.05:45 | Cohere AI to raise a primary round- Cohere hires JPMorgan and Goldman to raise capital- Tiger Global is selling in the secondary at a $3.0b valuation- Cohere last raised in the primary at $2.2b in Jun 202306:11 | Big capital raises- Ramp (www.ramp.com) | $300m Series D, $5.8b valuation- Gympass (www.gympass.com) | $85m Series F, $2.4b valuation- Zepto (www.zeptonow.com) | $200m Series E, $1.4b valuation- Korea Credit Data (www.kcd.co.kr) | $76m Series F, $990m valuation- Cellares (www.cellares.com) | $255m Series C, $666m valuation07:09 | Pre-IPO +0.75% for week- IPO Watch: I have Instacart at a $12.4b valuation, Klaviyo $4.3b. Keeping an eye out on where this IPOs will price.- Week's winners: Instacart +9.1%, Anthropic +6.8%, Databricks +5.9%, Brex +2.1%, SpaceX +2.0%- Week's losers: Neuralink -19.3%, Deel -8.7%, Airtable -8.4%, Rippling -7.6%, Chainalysis -3.1%- Top 5 largest companies by valuation: ByteDance $206b, SpaceX $150b, Stripe $49b, Databricks $35b, OpenAI $32b

The Queens investment sales market experienced significant improvement in 1H 2023 compared to 2H 2022 resulting in a 39% increase in dollar volume to $2 billion, of which one-third was in the development asset class, which jumped 78% half-over-half to $632 million. In this podcast, Shimon Shkury, President and Founder of Ariel Property Advisors, Partner Sean R. Kelly, Esq. and Director Alexander Taic explore how developers are seeking 421a vested sites specifically in Northwest Queens and Jamaica, and Beacon Wind Land's purchase of 31-01 20th Avenue, which accounted for approximately one-third of the development dollar volume. They also examine trends in the multifamily market and what to expect in the next six to 12 months. For more details, see Ariel Property Advisors' Queens 2023 Mid-Year Commercial Real Estate Trends report.

In the Weekly Security Sprint, Dave and Andy talk about the following topics: Mis/Dis/Mal-information (MDM) Hawaii and Chile heat weapons. Utah man suspected of threatening President Joe Biden shot and killed as FBI served warrant. From 2017, Over 12,000 tweets are calling for Trump's assassination. Here's how the Secret Service handles it 'Remember Waco and Ruby Ridge': Man killed by FBI for making Biden death threat memes already a far-right rallying cry   Faith-Based Security & False Reports ‘Online trolls' target 26 synagogues in series of antisemitic swat calls and bomb threats: ADL. ADL Statement on Continued Series of Antisemitic Swatting Incidents Targeting Synagogues and Other Institutions US synagogues continuously targeted by 'swatting' Fake bomb threat forces Fullerton synagogue to evacuate during Sabbath service Lil Durk Calls Out Merch Thieves After False Active Shooter Report at Chicago Concert Eiffel Tower evacuated twice over bomb threat 3D-printed firearms plot exposes alarming antisemitism surge in LA. How Jewish community safety group tracked down suspect linked to extremist threat in Reseda Reseda Man Affiliated with Violent White Supremacist Group Charged in Federal Criminal Complaint with Drug and Ammunition Offenses Homeless man arrested, accused of threatening North Little Rock church Man arrested for threatening business, mosque Police Investigating Vandalism at Philadelphia Buddhist Temple PA Man Arrested for Making Ethnic Threats against Church   2023 National Intelligence Strategy (NIS). The 2023 National Intelligence Strategy (NIS) provides the Intelligence Community (IC) with strategic direction from the Director of National Intelligence (DNI) for the next four years.   CISA: The Power of Resilience. “This is resilience: Doing the work up front to prepare for a disruption, anticipating that it will in fact happen, and exercising not just for response but with a deliberate focus on continuity and recovery, improving the ability to operate in a degraded state and significantly reducing downtime when an incident occurs…”   Quick Hits NOAA forecasters increase Atlantic hurricane season prediction to ‘above normal.' Top U.S. cyber official offers 'stark warning' of potential attacks on infrastructure if tensions with China escalate. China would consider attacks on US railroads, pipelines if it invades Taiwan, Easterly says China to disclose secret US ‘global reconnaissance system,' claims official. Jen Walker spoke to this on a recent Gate 15 Security Sprint: Weekly Security Sprint EP 27. New SEC Rules and cybersecurity for everyone, not-so-subtle China cyber threat foot-stomping plus anger, radicalization and political violence, the critical-ist of infrastructure and…so much more! THE CYBERSECURITY 202 - China's hacking of Japan's defense networks ‘was bad — shockingly bad China's Plan to Rule the World Through Its Smart Devices, FCC Urged to Act President Biden Signs Executive Order on Addressing United States Investments In Certain National Security Technologies And Products In Countries Of Concern Cyber Updates Nexus Podcast: Jennifer Lyn Walker on Cybersecurity Risks in the Water Sector CISA: Review Of The Attacks Associated with Lapsus$ And Related Threat Groups Report, PDF.  CISA: Review Of The Attacks Associated with Lapsus$ And Related Threat Groups Executive Summary, PDF. Akamai Research: Rampant Abuse of Zero-Day and One-Day Vulnerabilities Leads to 143% Increase in Victims of Ransomware Key Findings from the 1H 2023 FortiGuard Labs Threat Report.  Administrator of ‘Bulletproof' Webhosting Domain Charged in Connection with Facilitation of NetWalker Ransomware   AI Biden-⁠Harris Administration Launches Artificial Intelligence Cyber Challenge to Protect America's Critical Software The “AI Cyber Challenge” (AIxCC) THE CYBERSECURITY 202 - The Biden administration wants to put AI to the test for cybersecurity   Virginia is For Lovers, a history

Join us for another episode of the FortiGuard Labs Threat Intelligence Podcast as Jonas Walker and Aamir Lakhani join forces to discuss the recent MOVEit vulnerability and how the Cl0p ransomware groups have orchestrated an extensive campaign around it, making over $100M in revenue. Read key findings from our 1H 2023 FortiGuard Labs Threat Report: https://www.fortinet.com/blog/threat-research/fortiguard-labs-threat-report-key-findings-1h-2023?utm_source=social&utm_medium=linkedin-org&utm_campaign=sprinklr

Proaxion is transforming the industrial workplace at the intersection of technology and teamwork with IOT sensing solutions for rotating manufacturing equipment to maximize industrial uptime. CEO Eric Murray explains Proaxion's innovative predictive maintenance strategy. ProAxion is transitioning to a 'Hardware as a Service' subscription model from their existing SaaS model, which features state of the art networked digital sensors, simplified software adoption and sophisticated cloud analytics to drive exceptional machine health to avoid unplanned downtime. While facing multiple challenges during the pandemic and the ensuing supply chain contraction, Proaxion has set the stage for growth with 29% YoY growth in subscription revenue for 1H 2023 and a successful funding round as they roll out their state of the art Gen5 sensor and invest in further software development. We invite your feedback and suggestions at ventureinthesouth.com or email david@ventureinthesouth.com. If you like the podcast, leave us a review and share with your friends! Follow David and Paul on LinkedIn to stay updated on the newest episodes. To learn more about the RollingSouth Funds, visit rollingsouth.vc or email david@rollingsouth.vc. Thanks for listening and remember: Our mission is to MAKE MONEY, HAVE FUN AND DO GOOD

It's now August and we finally have a good set of China's 1H economic and energy statistics to parse, and it looks like a bit of a mixed bag. While economic growth has been notably weak, energy demand has held up somewhat better. Meanwhile, in the power sector, there is a supply-side push underway across […] The post OIES Podcast – 1H China data: a mixed bag of weaker economic growth and stronger renewables appeared first on Oxford Institute for Energy Studies.

Voir le post LinkedIn ❤️ Ma méthode en 5 étapes : 1. Inspiration Je passe au +1H/jour à me documenter. Un podcast le matin, deux ou trois articles dans la journée, une vidéo dans les transports. 2. Curation Dès que je dis un truc utile pour quelqu'un et que j'observe un effet positif instantané… je le note ! Pareil si j'observe une question recurrente dans ma thématique. 3. Rédaction Je commence direct à rediger depuis LinkedIn, dans les conditions du réel

Welcome back to another episode of Bubba (@bdentrek) and the Bloom (@RyanBHQ). On BATB 64, the guys will recap some of the recent news, discuss some ADP versus 1H rankings, and play the weekend streaming game, and then listener questions.Some Players Discussed-Tyler SodestromZack GelofLuis RobertFreddie FreemanJonah HeimOzzie AlbiesChristian YelichFramber ValdezMany More Learn more about your ad choices. Visit podcastchoices.com/adchoices

Heading into the 4th of July holiday,, David Faber, Leslie Picker and Mike Santoli explored what to expect from stocks in the second half of 2023 following a bullish first half, especially for tech. Tesla and Rivian led Monday's EV stock rally after posting better-than-expected quarterly deliveries. Analysts joined the program with their outlooks for Tesla and energy, respectively -- the latter was the worst performing S&P sector in 1H. Also in focus: Treasury Secretary Janet Yellen to visit Beijing on Thursday for a four-day meeting with senior Chinese officials, the outlook for regional bank stocks, Zuckerberg vs. Musk cage match update. Squawk on the Street Disclaimer

US equities were little changed in a shortened Monday trading session after rallying last week with all of the major indexes up over 2%. There has also been a lot of discussion about how favorable 1H performance bodes well for the rest of the year. ISM manufacturing slipped further into contraction in June, though the prices paid metric came in softer than expected, providing more support for the disinflation theme.

Clean energy is booming in Latin America, where wind and solar are breaking records year after year. But as the world battles inflation, can the trend continue? And can the region harness its clean-energy resources to become a key green hydrogen exporter? To find out more, Dana spoke with BNEF's Head of Latin America Research, James Ellis, and São Paulo-based BNEF Associate Natalia Castilhos Rypl. Together they discuss the key findings from BNEF's most recent Latin America Market Outlook, which nations are throwing their weight behind renewable energy installations, and whether the region could be on the brink of a green hydrogen boom. Complimentary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: 1H 2023 Latin America Market Outlook - https://www.bnef.com/insights/31585 Latin America's Big Green Hydrogen Export Dreams May Slip - https://www.bnef.com/insights/31343See omnystudio.com/listener for privacy information.

Welcome back to another episode of Benched with Bubba. On BwB EP 595, Bubba (@bdentrek) will be joined by Zack Waxman (@ZackWaxx) to discuss Zack's take aways from the 1H of the season, recap Week 13 of NFBC OC FAAB, and much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Having overtaken China as the world's most populous nation, and with a developing economy that's rapidly industrializing, India's energy demand is growing. But as other countries move toward green energy sources and net-zero targets, can India, this year's G-20 host, find a way to successfully transition away from its coal-dominated energy market? On today's show, Dana talks with Rohit Gadre, a Senior Associate from BNEF's New Delhi office. Together they discuss a variety of topics, including the current makeup of India's energy sector, the IPPs and global companies taking part in India's energy auctions, and how – and whether – the country can achieve its net-zero goals.BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. BNEF Insight Notes cited in this podcast include, Renewables Meet Peak Power Demand in Latest India Auction and 1H 2023 India Renewables Market Outlook: A Turbulent Time. Information regarding BNEF's New Delhi Summit can be found at https://about.bnef.com/summit/newdelhiSee omnystudio.com/listener for privacy information.