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Credit and high yield had a good 1H, shaking off tariffs and a spread rout with a strong recovery. Will 2H be as strong, and why? Thomas Samson, high yield portfolio manager at Muzinich & Co., joins Mahesh Bhimalingam, Bloomberg Intelligence's global head of credit strategy, on this episode of the Credit Crunch podcast, to discuss the results of BI's 3Q High Yield Investor Survey, along with the market outlook. They also talk about dollar flows into euro-denominated assets, the trade war's effect on market dispersions, and how private credit and loan markets are influencing high yield and default rates in 2H. They cover investor positioning, sentiment, key return drivers, supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors.
This week, our global FX strategists, Meera Chandan, Ben Jarman, Patrick Locke, Octavia Popescu and James Nelligan take a look at FX hedge ratios across Australia, Canada, Scandinavia and the Eurozone, and discuss where further adjustments can impact currencies in 2H'25. We also discuss the latest views on sterling following this week's fiscal news out of the UK, and explain why US payrolls doesn't derail the USD downtrend. This podcast was recorded on 03 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4974434-0 https://www.jpmm.com/research/content/GPS-5003828-0 https://www.jpmm.com/research/content/GPS-5003800-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
The nearly 15% euro-dollar rally in 1H was fueled largely by dollar weakness and a potentially bullish cyclical case for the euro — especially expectations for a supportive fiscal and monetary policy mix — which may continue to support the outlook into 2H. Bloomberg Intelligence's Chief G10 FX Strategist Audrey Childe-Freeman talks to Constantin Bolz, head of G10 FX for UBS' Chief Investment Office, about how evolving euro-area and US fiscal and monetary policy may help euro-dollar strength into 2H and beyond, depending on how the US economic story plays out. They also discuss the de-dollarization trend and how the SNB could address the challenge of an appreciating franc.
We kickoff with a macro capital markets 1H'25 lookback and 2H'25 look ahead, dig in on how industrial software has gone from “relative obscurity” +15 years ago to now one of the biggest sectors in software today, discuss how the exit environment for industrial innovation is shaping up going into the fall and which sectors are showing the most green shoots, and finally search for the signal from the noise when it comes to AI's impact on industrials.
Today we had the very exciting and interesting opportunity to visit with Jim Grech, President and CEO of Peabody. Jim was appointed as CEO in June 2021 and brings more than 30 years of experience across the coal and natural resources space. His career includes leadership roles as CEO of Wolverine Fuels, President of Nexus Gas Transmission, EVP and CCO of CONSOL Energy, and Vice President of DTE Energy. Peabody, founded in 1883, is one of the leading coal producers in the U.S., operating 17 surface and underground mines across the U.S. and Australia. We were thrilled to hear Jim's perspective on the evolving role of coal in both the U.S. and global energy markets. In our conversation, Jim shares background on his decision to join Peabody during a period of financial and market uncertainty and outlines the company's progress in recent years, including repayment of $1.5B in secured debt, reinstatement of a dividend and stock buyback program, and reinvestment in U.S. and Australian assets. We discuss how to motivate a coal workforce amid global anti-coal sentiment, Peabody's asset footprint, the strategic importance of the Powder River Basin (PRB) and the untapped potential to export PRB coal to Asia, the advantages of U.S. coal relative to coal in other parts of the world, and the vast abundance of U.S. coal, with U.S. coal reserves containing more energy than any other nation holds in any single energy resource. We explore the distinctions between thermal and metallurgical coal, global coal demand and outlook, the longevity of coal infrastructure with new plants expected to operate for 30-50 years, the improved environmental footprint of modern coal plants and outdated misconceptions, coal's role in poverty reduction and economic growth in developing nations, and the push to codify U.S. regulatory changes into legislation for permanence beyond changing administrations. Jim shares his perspective on coal's role in grid stability and delivering lower, more stable electricity prices, state-level legislative trends supporting reliability requirements for coal plants, the current status and underutilization of the U.S. coal fleet, and renewed interest from industrial users and datacenters seeking long-term, dependable power sources. We examine investor trends including the emerging investor focus on international coal markets, international market dynamics and growth opportunities across metallurgical and thermal coal, and much more. We close by asking Jim for his top takeaway, and he highlights the importance of being open-minded about coal's net benefits, particularly regarding its role in global energy access, industrial development, and improving standards of living. It was our pleasure to host Jim and we greatly enjoyed the discussion. Mike Bradley opened the discussion by noting that bond, commodity and equity markets have largely roundtripped to their June 12th closing levels (prior to the Israeli strike on Iran). From a bond market perspective, the 10-year bond yield (~4.3%) has essentially roundtripped and traders are now focused on upcoming economic data. In crude markets, WTI spiked to a high of ~$78.50/bbl on Monday following the U.S. strike over the weekend of Iranian nuclear sites, but has since pulled back to ~$65/bbl amid reports of a “proposed” Iranian/Israeli ceasefire, which is ~$3/bbl lower than June 12th price levels and ~$5/bbl above June trading lows. From an Energy equity standpoint, Energy has also roundtripped and is now trading modestly below (~2%) June 12th levels as energy investors begin refocusing their attention on the 2H'25/1H'26 global oil surplus. From a broader market standpoint, the S&P 500 is now ~0.5% higher than June 12th levels and within 1% of all-time highs. Broader markets are now in the process of transitioning away from Mideast conflict back towards U.S. domestic policy. Mike concluded by noting that investors are beginning to refocus on the odds of Trump'
Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to benefit from this trend. The discussion ends with strategies for hedging and mitigating risks amid renewed geopolitical tensions in the Middle East. Read our report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-global-market-outlook-positioning-for-a-weak-dollar-20-june-2025.pdf Speakers: - Ray Heung, Senior Investment Strategist, Standard Chartered Bank - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
Bienvenue dans 2h avec Cody et Hidan votre podcast hebdomadaire qui vous parle de l'actualité de la semaine catch, chaque samedi le duo vous propose une analyse des shows WWE de la semaine, des news et bien plus, le podcast est également à retrouver en podcast sur toutes les plateformes de podcast, on compte sur vous pour le partage le like. Vous pouvez soutenir le podcast en rejoignant la RebutFamily et devenir un membre soutien de la chaine en cliquant sur le bouton rejoindre. Ma nouvelle chaine Youtube : https://www.youtube.com/@MoiMoshetMéchant 00:00 - Intro 07:30 - Commentaire 20:27 - News de la semaine 39:21 - AEW GRAND SLAM Mexico 01:10:10 - WWE Smackdown 01:18:40 - WWE RAW 01:43:37 - WWE NXT 01:57:32 - Groupe du G1 Climax 35 Me suivre : https://twitter.com/CodyMcWildOff https://www.instagram.com/cody.mcwild/ https://twitter.com/ChezCodyMcWild Suivre Hidan : https://x.com/MonsieurHidan https://www.twitch.tv/monsieurhidan https://www.instagram.com/hidanstagram/ Les images utilisées dans ce podcast appartiennent à WWE. #WWE #Podcast #Catch Soutenez-nous sur PayPal !
Bienvenue dans 2h avec Cody et Hidan votre podcast hebdomadaire qui vous parle de l'actualité de la semaine catch, chaque samedi le duo vous propose une analyse des shows WWE de la semaine, des news et bien plus, le podcast est également à retrouver en podcast sur toutes les plateformes de podcast, on compte sur vous pour le partage le like. Vous pouvez soutenir le podcast en rejoignant la RebutFamily et devenir un membre soutien de la chaine en cliquant sur le bouton rejoindre. Ma nouvelle chaine Youtube : https://www.youtube.com/@MoiMoshetMéchant 00:00 - Intro musicale 12:00 - pas de chapitre je suis malade Me suivre : https://twitter.com/CodyMcWildOff https://twitter.com/ChezCodyMcWild Suivre Hidan : https://x.com/MonsieurHidan https://www.twitch.tv/monsieurhidan https://www.instagram.com/hidanstagram/ Les images utilisées dans ce podcast appartiennent à WWE. #WWE #Podcast #Catch Soutenez-nous sur PayPal !
As global markets brace for potential U.S. rate cuts and grapple with the return of Trump-era tariffs, ASEAN’s banking sector finds itself at a critical inflection point. With external shocks reshaping capital flows and trade patterns, what does this mean for bond issuance, liquidity, and the future of financial stability in the region? Dan Koh invites Rena Kwok, CFA, Senior Credit Analyst for Asian Financials at Bloomberg Intelligence to decode the key themes driving ASEAN banks in 2H 2025 — from regulatory headwinds and FX risk to where the opportunities may lie amid the noise.See omnystudio.com/listener for privacy information.
The structural dollar bearish case is holding into 2H, though fiscal considerations are what dollar bears may lean on going forward after being driven mainly by tariff uncertainty and the impact on the de-dollarization narrative. Bloomberg Intelligence's Chief G10FX Strategist Audrey Childe-Freeman talks to Stuart Paul, US and Canada economist at Bloomberg Economics, about the US debt dynamics and how the fiscal outlook could shape and drive the dollar view into 2H. Stuart and Audrey also touch on the narrow path to a potential dollar recovery via short-term cyclical dynamics should the US economy prove more resilient than expected. This isn't Bloomberg Intelligence's central working assumption, but it's a scenario worth acknowledging.
Quand est-ce qu'on doit arrêter sa marque de vêtements (ou son projet) ? On partage des réponses et on discute pendant presque 2H avec Ruben qui est bien placé pour en parler : Il a crée la marque la plus importante du monde de la trottinette : Mokovel. Et lui et ses potes ont décidé d'arrêter l'aventure au moment où le projet marchait le mieux.Mokovel a sorti un documentaire sur leur propre histoire et leur ultime collection de vêtements, une occasion de comprendre quand il a décidé d'arrêter, pourquoi, et les erreurs qu'il a fait sur son parcours pour que d'autres ne les répètent pas !Lien du documentaire : https://www.youtube.com/watch?v=EIDDG95J_I8Lien de la dernière collection : https://chck.me/CwtsMokovel : https://www.instagram.com/mokovel/Ruben : https://www.instagram.com/ruben.mokoveli/En live tous les lundi, mercredi et vendredi matin sur https://twitch.tv/CaminoTV Rejoins le Discord Camino : https://discord.gg/ku8rCKkA
Wall Street closed higher again on Friday as investors overlooked disappointing consumer sentiment data and continued to welcome progress on the trade talk front between China and the U.S. The S&P 500 rose 0.7% on Friday and 5.3% for the week, the Nasdaq gained 0.52% on Friday and 7.2% for the week and the Dow Jones ended the day up 0.78% and rose 3.4% for the week. The latest consumer sentiment reading out on Friday showed investor sentiment fell to the second lowest Level on record in the latest reading while consumer prices are also expected to rise 7.3% over the next year, up from reported 6.5% expected last month.Moody's downgraded the US credit rating on Friday though from AAA to AA1 citing concerns around rising US debt.Over in Europe on Friday, markets closed higher on Friday led by Germany's DAX rising 0.3% to another record high close, while the STOXX 600 gained 0.4%, the French CAC rose 0.42% and, in the UK, the FTSE100 ended the day up 0.6%.Across the Asia region on Friday, markets closed mixed as investors digested weaker-than-expected GDP data with a 0.2% contraction reported over the March quarter. Japan's Nikkei closed flat on Friday, Hong Kong's Hang Seng fell 0.46%, China's CSI index fell 0.4% and South Korea's Kospi index ended the day up 0.21%. China's stocks were weighed down by Alibaba missing earnings expectations on Friday.Locally on Friday, the ASX ended the week at a 3-month high after Australian economic data and global investor sentiment boosted markets to strong gains throughout the week. The ASX posted a 0.56% gain on Friday led by REIT stocks jumping 2.3%.Stock specific news, Appen soared 18.7% on Friday after unveiling full-year revenue target of between $235m-$260m.Uranium miners came under pressure on Friday with Boss Energy, Deep Yellow and Paladin falling over 6% each.What to watch today:On the commodities front this morning oil is up 0.13% at US$62.57/barrel, gold is up 1.12% at US$3240/ounce and iron ore is down 0.34% at US$100.08/tonne.The Aussie dollar has strengthened against the greenback to buy 64.13 US cents, 93.04 Japanese Yen, 48.23 British Pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.08%.Trading ideas:Bell Potter has increased the 12-month price target on Temple & Webster from $15.60 to $21.00 and maintain a hold rating on the leading online homewares retailer after the company released a 2H trading update to-date with revenue growth of 18% on the PCP and EBITDA margins toward the top end of guidance. The hold rating is maintained as growth to $21.00/share is in-line with Bell Potter's hold rating criteria.And Trading Central has identified a bullish signal on GR Engineering Services following the formation of a pattern over a period of 49-days which is roughly the same amount of time the share price may rise from the close of $2.82 to the range of $3.30 to $3.40 according to standard principles of technical analysis.
durée : 00:30:12 - A votre service avec Nelly Sorbier et ses experts - Envie de dépaysement sans partir loin ? Découvrez les plus beaux coins de Drôme et Ardèche à 1h30 de chez vous, grâce aux conseils d'expertes du tourisme local.
Xiaomis HyperOS ohne Google Dienste? Laut Gerüchten arbeitet Xiaomi daran, sich von Google loszulösen. Sie agieren dabei wohl auch nicht allein und bekommen Unterstützer aus dem Heimatmarkt. Was erstmal sehr schockiert, könnte Realität werden, wenn auch viel dagegen spricht.HyperOS 3 ohne Google-Apps? Nicht nur Xiaomi bereitet sich auf Embargo vor ► https://www.china-gadgets.de/hyperos-3-ohne-google-apps-nicht-nur-xiaomi-bereitet-sich-auf-embargo-vor/Google is working on a big UI overhaul for Android: Here's an early look ► https://www.androidauthority.com/android-new-design-changes-leak-3549582/Leak: How and why Google made Material 3 Expressive ► https://9to5google.com/2025/05/05/material-3-expressive-leak/Google is finally building its own DeX: First look at Android's Desktop Mode ► https://www.androidauthority.com/android-desktop-mode-leak-3550321/2H25-2H27 New iPhone Model Launch Predictions; Budget Models in 1H, Premium Models in 2H as Emerging Norm ► https://mingchikuo.craft.me/9br1TonGnVzDPPApple iPhone 17 Air soll winzigen Akku durch neue Schutzhülle kompensieren ► https://www.notebookcheck.com/Apple-iPhone-17-Air-soll-winzigen-Akku-durch-neue-Schutzhuelle-kompensieren.1009943.0.htmlFoldable iPhone Said to Have Two Key Advantages ► https://www.macrumors.com/2025/05/05/foldable-iphone-two-key-advantages/realme 10000mAh concept phone ► https://x.com/realmeglobal/status/1919633226194419854realme 10000mAh concept phone Bild mit Batterie ► https://x.com/That_Kartikey/status/1919664533154509148Motorola Moto G56 5G leakt mit interessanter Updatepolitik ► https://x.com/evleaks/status/1919399217031762112Sony Xperia 1 VII runs Geekbench, confirming its chipset, RAM amount, and Android version ► https://www.gsmarena.com/sony_xperia_1_vii_runs_geekbench_confirming_its_chipset_ram_amount_and_android_version-news-67615.phpReport: Samsung will be making some Snapdragon 8 Elite 2nd gen chips on a 2nm node ► https://www.gsmarena.com/report_samsung_will_be_making_some_snapdragon_8_elite_2nd_gen_chips_on_a_2nm_node-news-67593.phpXiaomi Pad 7 Ultra is coming soon
MarketsMarkets are volatile, but its very important to keep things in perspective.S&P 500 16% off all time high. 5 and 10 year annualized returns of 15% and 11%. CAPE Ratio still high at 33. Tesla“The reality is, in the future, most people are not going to buy cars.” Letter and FinancialsFSD Supervised ride-hailing service is live for an early set of employees in Austin & San FranciscoModel Y best selling car on Earth. 2 years in row. Transition lines in all factories (Fremont, Austin, Shanghai, Berlin) in ~6-8 weeksWorld leader in real-world AI. Unsupervised self-driving will dominate the US. Leader in manufacturing. No other EV biz in US makes money and even ICE divisions will struggle with tariffsTesla stressed their focus on localizing supply chainThey will “turn-on” Austin, then other cities push-buttonMillions of cars driving autonomously mid to late next yearOptimusChina: Optimus Humanoid Robot will be #1 with China in spots 2-10Investor Call here on YouTubeWill spend less time at DOGEPlay 12:12: future of company is based on large scale autonomous cars and robots. At scale at low cost. Value is staggering. Believes Tesla will be most valuable company in world by far. More than next 5 combined. (so $15 trillion?). Play at 20:20. 1000's of Optimus robots working if factories by end of this year. Will scale faster than any product in history. Million units/yr in 4-5 years. 2030 1 million per year (maybe 2029).Play at 35:40 . Model Y's on track for paid rides in Austin in June. Many other cities by end of year. S-curve. Robotaxi's operating at scale in millions by 2H 2026.Play at 40:16. Many days without knowing if improvement is happening. 10,000 miles/ intervention. Teslas driving everywhere in Austin. Average person drives 10,000 miles/ year. Play at 47:18. “Waymo money”. Tesla costs 20% less. Doesn't see anyone competing with Tesla at present. Tesla will have 99% or 90% something market share! Millions of cars deployed. Risk: Regulatory risk. In a few years will have 10m cars on road. Play at 1:01.30. We make also make our own cells! Tesla is the most competitive battery.Play at 1:11.58. Why are people still buying other car, like BMW's. This is an Iphone moment.Elon: “Reality is most people won't buy cars in future”. Flip phone analogy. Not perfect, but not bad. Elon: “Buying a gasoline car is like riding a horse. People still do it, but rare.”Play at 1:30.25. Who is ahead in Drones and AI? Vassal state. 100% of drones have a reliance on China. “China is amazing!”. Humanoid robots. No company in world that can match Tesla. Concerned that #'s 2-10 are Chinese companies.Conclusion:Buy the future
The Monetary Policy Committee decided on Thursday to cut policy rates by 225 basis points to 25% and 26% for overnight deposit and overnight lending rates respectively. The government is planning to replace many of the various fees charged by different entities with a single unified additional tax on net income, which aims to streamline the tax system and reduce the administrative burden on businesses. Saudi-owned agribusiness and Alkhorayef Group subsidiary Rakhaa for Agricultural Investment and Development is planning to list 30% of its shares on the EGX in a secondary offering in 2H 2025, Alkhorayef's Managing Director Abdullah Alkhorayef said.Chevron's Red Sea exit is now official, with statements from the US energy giant and the Oil Ministry confirming that it has withdrawn from its 45% stake in Red Sea Block 1, citing the lack of energy finds. The African Development Bank (AfDB) plans to funnel USD300 mn into Egypt's private sector this year, Planning and International Cooperation Minister Rania Al Mashat said.More than 115 companies in the pharmaceutical and building materials sectors have submitted applications to the Industrial Development Authority to obtain financing totaling more than EGP8.5 billion, as part of the first phase of the initiative to finance priority industrial sectors at a 15% interest rate, according to officials from the Federation of Egyptian Industries.An official at the Ministry of Agriculture said that Egypt will not need to import sugar starting next year, after local production reached record-highs.COMI announced that it will cut interest rates on its savings accounts and its certificates of deposits (CDs) by 225 bps, starting today. MASR AGM approved the distribution of cash dividends of EGP0.25/share (DY of 5.5%) to be distributed over two installments in May and October 2025.EGCH resumes operations at its ferrosilicon plant in Aswan, following a five-year hiatus.
Welcome dear listener to the latest episode. I'm Paul and I am joined by Justin and Daz. We will review the defeat at Fulham last weekend, look ahead to the West Ham game and then take a wider view, especially in the light of the news about Mo Salah's contract.Part One - Fulham away - xG 1.5 to 0.74 (2H 1.45 to 0.22). ‘Fantastic Fulham win'First half - terrible performance or a series of individual errors?Started bright, low point the ‘penalty' and the Konate error14 mins - Mac Allister with a long range shot - called that onexGOT was 1.34 for them - doesn't reflect well on KelleherTheir goals - slaps forehead:23 mins- Jones/Konate - hmm31 mins - Andy Robbo hat trick34 - Jota almost equalizes37 - VVD could have done better, but Ali probably saves itStephen Warnock. that Liverpool legend tells Virgil, it's not good enough. Usual Warnock bollocks in the commentarySecond half - chances, chances and more chances until 80 minutes:48 - Jota chance64 - Salah miss72 - Luis Diaz goal75 - Jones header79 - Elliott hits the bar (move stopped again with an offside that wasn't)91 - Chiesa chance92 - Elliott - needed it to be on his left footOverall:Subs brought on earlier? Bradley and Luis Diaz impactShape against man to man marking? Need speed.Part Two - West Ham United at home at 9:00AM ET on Sunday:‘Liverpool haven't played well in 2 months'Villa - Forest xG 3.03 to 1.48, Arsenal - Real Madrid 1.64 to 0.5Mo Salah loves playing against West Ham - Balon D'Or, contract, Ramadan..Line up, prediction'sPart Three - how do we reflect on such a disappointing season?Mo Salah - more in than outBig weekend for MamardashviliChampions League - we could have won this…PSG look really good, We will be back after the West Ham game. Thanks to Daz and Justin for joining me, Paul. And most of all, thank you dear listener for joining us. If you enjoyed the pod, please share it with a friend. Follow us @FirstStateKopites on Twitter – we only tweet and retweet from sources we think are credible. Music is courtesy of Hypenotic – they are a Welsh electro-pop band – https://hyperfollow.com/hypenotic
RJ Bell, Steve Fezzik, Scott Seidenberg and Mackenzie Rivers talk CBB betting for the Sweet 16.
North American heavy-truck and engine producers face an increasingly uncertain regulatory, trade and economic backdrop in 2025. With the EPA planning to reconsider several heavy-truck regulations, there are growing risks to expectations of higher build rates in 2H and 2026. In this Talking Transports podcast, Brett Merritt, president of Cummins’ Engine Business, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, and Chris Ciolino, senior US machinery analyst, to share his insights about navigating the North American truck market during this pivotal time. Merritt also discusses alternative powertrain technologies, tariffs, order trends and how a native Hoosier ascended to lead Cummins’ Engine business.See omnystudio.com/listener for privacy information.
Dr. Boros holds a Doctor of Medicine (M. D.) degree from the Albert Szent-Györgyi School of Medicine, Szeged, Hungary and is a retired Professor of Pediatrics, Endocrinology and Metabolism of the University of California Los Angeles (UCLA) School of Medicine. Dr. Boros is the co-inventor of the stable isotope-based dynamic metabolic profiling (SIDMAP) technology, which is a functional biochemistry tool used for detailed biochemical and deutenomics related drug testing, library screening, lead optimization and in vitro and in vivo phenotype profiling. The core technology involves studying natural and disease/drug induced variations in stable non-radiating stable 13C (carbon) and 2H (deuterium) isotope distribution patterns and cross talk among metabolites in living systems. He also established mitochondrial quantum vacuum as the prime driving force of all life related energy producing biochemical events. These occur via the quantum destabilization of hydrogen ions, i. e. protons, in structured water of mitochondrial nano-confinements that are compromised by deuterium; hence the regulation of deuterium (deutenomics, human deutenome project) is a critical process to maintain health and longevity.Dr. Boros trained as a house staff in his medical school in gastroenterology after receiving a research training fellowship from the Hungarian Academy of Sciences. Dr. Boros was a visiting Scholar at the Essen School of Medicine in Germany and also worked as a Research Scientist at the Ohio State University, Department of Surgery. Dr. Boros is the recipient of the C. Williams Hall Outstanding Publication Award from the Academy of Surgical Research of the United States (1997), the Richard E. Weitzman Memorial Research Award from the University of California (2001), the Excellence in Clinical Research Award from the General Clinical Research Center at the Harbor-UCLA Medical Center (2004) and Public Health Impact Investigator Award of the United States Food and Drug Administration (2011). Dr. Boros serves as an associate editor for the journals Springer Nature- Scientific Reports, Medicine, Pancreas, Molecules and Metabolomics.SHOWNOTES:
The Port of Los Angeles is a major gateway for freight moving in and out of the US, which is key to the regional and national economies. The pull-forward benefits from anticipated new US implemented tariffs, and a potential strike at US East Coast and Gulf ports, helped drive 19% volume growth in 2024. This year, comparisons will become more difficult and may result in low-double-digit declines in 2H. In this Talking Transports podcast, Gene Seroka, executive director of the Port of Los Angeles, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what’s over the horizon for North America’s busiest container port. Seroka also discusses the company’s emission goals, technology-driven productivity gains and how his career in shipping started with a plane ticket from his dad.See omnystudio.com/listener for privacy information.
The 2H 2024 Netflix Watch Report shows the hours streamed were about the same as in 1H 2023. However, per-subscriber engagement is down 20%. Fewer titles and originals could be to blame.
Today we had the honor of welcoming back our good friend Dr. Dan Yergin, Vice Chairman of S&P Global, Chairman of CERAWeek, and Pulitzer Prize-winning author of “The Prize” and more recently “The New Map.” He is widely recognized as one of the foremost experts on energy, geopolitics, and the global economy and his achievements and contributions to the energy industry are immense. We were delighted to have an hour of Dan's time to hear his latest insights on the evolving energy landscape and to preview key themes and discussions at CERAWeek, which is kicking off in just under two weeks. This Tuesday, Dan's paper, co-authored with Peter Orszag and Atul Arya, was published in Foreign Affairs titled “The Troubled Energy Transition: How to Find a Pragmatic Path Forward” (linked here). Dan also recently co-authored an article titled “The importance of US LNG for economic growth and the global energy transition” (linked here). In our conversation with Dan, we explore key themes from both pieces, including the challenges of balancing energy security, economic growth, and the global energy transition. We ask Dan for his perspective on today's complex geopolitical environment, the influence of the current U.S. administration on energy and regulation, and global energy competition, including the divide between developed and developing nations, where economic growth and energy access remain a top priority. We touch on key topics and speakers at CERAWeek, including new discussions on trade and industrial policy, the future of aviation fuel, Saudi Aramco's experience with solar, and the growing momentum behind fusion energy, just to name a few. Dan shares insights into the historical context of today's energy transition, emphasizing that it is an energy addition rather than a transition, along with misconceptions about how transitions unfold and the evolving role of critical minerals in global energy policy. We discuss the potential for a resolution in the Russia-Ukraine war, its implications for commodity markets and geopolitical strategy, and the broader complexities of managing volatility in today's rapidly shifting energy landscape. As always, it was our pleasure to visit with Dan and we appreciate his thoughtfulness and optimism for the future of energy. Thank you, Dan, for joining us! Mike Bradley kicked off the show by noting that broader equity markets seem to be entirely focused on AI-related news this week. He noted that rumors earlier this week that Microsoft was cancelling data center leases have slammed the stock prices of IPP & Electrical Providers. NVIDIA reports Q4 results after Wednesday's close, which will set the tone for equities (AI Tech & IPPs) through the end of the week. On the crude oil market front, over the last week WTI price has sunk ~$3/bbl ($69/bbl) on several factors, chief among them being growing optimism of a potential Ukrainian ceasefire. Offsetting this potentially bearish oil news is a growing belief that OPEC will delay April scheduled production increases to 2H'25. He rounded out the conversation by highlighting that the focal story in Energy equities this week is BP's Capital Markets Day (set for Wednesday, details linked here). He noted that BP has previously indicated that the theme for their Capital Markets Day will be a “fundamental reset of strategy” and that investors aren't going to settle for small changes, rather, they're demanding a wholesale retreat from renewables, significant non-core asset sales and a total refocus on fossil fuels. Jeff Tillery also joined and
Big - Run - Crypto Pops and Drops Stacking the Admin with $$$ Peeps HUGE Baseball Deal Equifax Class Action - Finally a payout? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Thank you for all who gave to the Thanksgiving Holiday Campaign... Warm-Up - Big - Run - Crypto Pops and Drops - Stacking the Admin with $$$ Peeps - Baseball Deal - Equifax Class Action - Finally a payout? Markets - Employment Report - This week's CPI and PPI Data - Santa Rally - Could be just be a couple weeks away - - Trump Limericks (AI) ANNOUNCING the CTP Contestants for 2024 CTP Cup Michael Bowling Kirk Saathoff Eric Harvey Chad Laajala Tim Dewey Paul Kinder Anson Brady (2023 CTP Cup Winner) ---Emails have gone out... Regarding AMD - BofA Securities downgraded Advanced Micro Devices (AMD) to Neutral from Buy, lower CY25/26 pf-EPS by 6%/8%ta $4.43/55.51, about -13%/-23% below consensus 55.09/57.11. Two factors: 1) Higher competitive risks in Al against best-of-breed NVDA's dominance, and growing cloud preference for custom chips from MRVL/AVGO. limiting AMD's market share gain potential, and 2) Potential for 1H'25E PC processor correction, after ~4O% HoH surge in AMD's 2H'24E client PC sales. Shares are down 3%. Oracle Earnings - Oracle (ORCL -8%) is lower following its Q2 (Nov) earnings report last night. - The company reported a slight EPS miss, its second miss in the past three quarters. - Revenue rose 8.6% yr/yr to $14.06 bln, but that was also a bit light of analyst expectations. - The Q3 (Feb) adjusted EPS guidance of $1.47-1.51 was also lower than expected. - Oracle guided to Q3 revs of +7-9% (+9-11% CC), which we compute as $14.21-14.48 bln, which was also light, partly due to FX. Google Chip - Releases the Willow quantum computing chip - Google has unveiled a new chip which it claims takes five minutes to solve a problem that would currently take the world's fastest super computers ten septillion – or 10,000,000,000,000,000,000,000,000 years – to complete. - However experts say Willow is, for now, a largely experimental device, meaning a quantum computer powerful enough to solve a wide range of real-world problems is still years - and billions of dollars - away. MLB Deal - The Mets on Sunday agreed to sign Juan Soto to a 15-year, $765 million contract, multiple sources said, by far the largest pact in Major League Baseball history. - The deal, which the Mets have not confirmed because it's pending a physical, contains a $75 million signing bonus, an opt-out after five seasons and no deferred money. - The Mets will have the ability to void Soto's opt-out clause after the 2029 season if they boost the average annual value of the final 10 years of his deal from $51 million to $55 million, according to a source. - In that case, the overall deal would be for 15 years and $805 million - Right and Left Fielder - with .288 Batting average - In 2024, he hit 41 homers and had 129 walks. It was his fourth season with at least 25 home runs and 125 walks. That's fourth-most in MLB history, behind only Barry Bonds (10 such seasons), Babe Ruth (10) and Ted Williams (eight). China - Back in the Spotlight - Disinflation again and profits slowing - China's inflation drops - China's producer price index declined for the 26th month. Producer inflation fell by 2.5% year on year in November... - Sunday announcement - China's leaders on Monday pledged "more proactive" fiscal measures and "moderately" looser monetary policy next year to boost domestic consumption, according to an official readout of a key policy meeting that outlined upcoming economic priorities.
How are the largest VCs viewing the early stages of the AI Era, from the perspective of investment, technology moats, economics, early adoption and future use-cases. SHOW: 879SHOW TRANSCRIPT: The Cloudcast #879 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:AI Eats the World (Presentation - Benedict Evans)IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION?Companies are investing tons of moneyBreakthrough results haven't emerged yet (business models, profits)It's not clear that there is a technology moat; but maybe a capital moatModel training costs are expected to rise 5x to 10x - worse economics??Lots of VC investment and vendor 2nd-order investmentsLLM costs are creating marginal cost of software (been since the mainframe)Model quality vs. price is improving, but price of the services (e.g. ChatGPT-Pro) is increasing - how much extra value is being delivered?How will open source impact AI? “If anything in life is certain, semiconductors are cyclical, commodity tech goes to marginal cost, and every new tech produces a bubble.”Today's GenAI question - is it accurate and useful? How can we tell, and how can it improve (or does it need to)?Start with a simple concept - AI gives us unlimited interns - how can you extrapolate that? How would this have been extrapolated for the original internet (create content, translate language, write code, etc.)Use cases are still not easy to see beyond Chatbots (and variants), Coding AssistantsConsulting revenue from GenAI is bigger than technology - and still most/many projects still in trials. Technology can take a long time to adopt - Cloud still only has 30% of workloads (15yrs old)66% of CEO's don't expect their first GenAI app in production until sometime in 2025, 50% at least 2H of 2025.[Shadow AI] SaaS AI will accelerate adoption, if it follows Cloud pattern - external forces are more motivated to attack business “change” than internal teams[Build vs. Ecosystem] Do the LLM vendors become the application vendors? Where does the LLM start and stop (infra, platform, API, apps, etc.)[Learning from the customers] Do the LLM vendors use their knowledge advantage to build the apps? GenAI Apps Categories - Make something better, Replace something, Just do the thing“AI is just whatever is wrong/broken now” - How well does AI understand “broken”Will people be the biggest problem in AI progress? [Decoupling] Looks at global markets for Internet today - ecommerce/retail, food delivery, advertising, media, autonomous driving, [Elevator Example] Automation gets rid of peopleNo real conclusionFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
OSN's full broadcast of Oregon men's basketball's 83-81 win over Alabama.Timestamps are approximate based on podcast player ads.TIP OFF/FIRST HALF 28:30SECOND HALF 1:32:162:30:00 - 2H 79-75 Barthelemy floater2:37:30 - 2H 83-81 Bittle putback jam w/ :04.4 left2:48:40 - Coach Mike Mennenga postgameSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
OSN's full broadcast of Oregon men's basketball's 80-70 win over Texas A&M.Timestamps are approximate based on podcast player ads.TIP OFF/FIRST HALF 36:30SECOND HALF 1:44:302:20:20 - 2H 54-58 Shelstad steal and layup2:26:20 - 2H 60-58 Angel 3-pointer2:42:00 - 2H 70-69 Bittle dunk2:56:10 - Final Call3:07 - Coach Mike Mennenga postgameSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome dear listener to the latest episode. I'm Paul and I am joined by Daz and Justin. The Reds beat Southampton 3-2 on Sunday and went 8 points clear at the top of the Premier League. Given the proximity of the Real Madrid and Man City games, we'll focus on the last game and consider how we should be reacting to this lead after almost 32% of the season. Maybe a word more on contract chat. Part One - Reds make hard work of beating the bottom team OR another game that we were always in control of (based on xG). Non penalty xG 0.49 to 2.36 (2H 0.26 vs 1.74) Starting line up - no Tsimikas or Trent, Luis Diaz and Mac Allister on the bench. First 30 minutes - controlled, lots of saves but not ones that should result in a goal - 9 shots Liverpool's pressing did not get the credit it deserved At 1-0, did we think this was going to be easy? - The over dribbling (one of which led to the penalty), the high risk passes. BTW such a poorly taken penalty. Some of the defending was a bit under-8s. See 2nd goal for evidence Mostly good from 1-2. Did Southampton try to defend the lead or were we just too good? Individual performances - Darwin, Robbo, Konate. International Break? Part Two - bigger picture Players coming back - being done with the International break. What should the reaction be going forward - nervousness, enjoyment? Feelings about the upcoming games? Watching City and Newcastle helped Feelings about City, Chelsea and Arsenal. Guardiola's contract? Salah - ‘I am more out than in'. We will be back next week with a review of the Real Madrid and Man City games, and maybe some previews. Thanks to Daz and Justin for joining me, Paul. And most of all, thank you dear listener for joining us. If you enjoyed the pod, please share it with a friend. Follow us @FirstStateKopites on Twitter – we only tweet and retweet from sources we think are credible. Music is courtesy of Hypenotic – they are a Welsh electro-pop band – https://hyperfollow.com/hypenotic
Rediffusion d'un des épisodes les plus écoutés du Podcast du Marketing.>> Rejoindre ma newsletter ! J'y partage chaque semaine le nouvel épisode, mais pas que... Je vous donne aussi les outils digitaux que j'utilise et TOUS les cadeaux bonus.Par où commencer ? Qu'est-ce que je dois faire ? Qu'est-ce que je dois faire en premier ? J'ai mille idées mais comment savoir quoi prioriser ? Comment est-ce que je fais pour me rendre visible ? Ce sont les questions qui reviennent le plus souvent quand je demande aux indépendants autour de moi quel est leur plus grosse difficulté avec le marketing digital. Alors aujourd'hui je vous propose de faire un tour d'horizon de ce que c'est que le marketing digital, et surtout par où commencer quand on veut se lancer. Je vous donne ma vision, ce que moi je ferais si je devais lancer une nouvelle activité aujourd'hui, et surtout par où je commencerais. Je vous parle des 3 raisons pour lesquels il faut impérativement travailler son marketing digital. Je vous donne ma définition du marketing digitalEt surtout je vous dis quelles sont les 3 actions par lesquelles je commencerais si je devais lancer une nouvelle activité aujourd'hui.Les épisodes évoqués : - Choisir le bon lead magnet - Comment créer un site internet 1/2- Comment créer un site internet 2/2Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
In this episode, we sit down with the legendary Deborah Meaden to dive into her incredible entrepreneurial journey—from her early days starting up in business to becoming a household name on Dragons' Den. Deborah shares candid stories from her time on the show, offers invaluable tips for aspiring entrepreneurs, and reveals key lessons she's learned along the way. We also explore her passion project: a brand-new book aimed at teaching kids about money management at a young age. If you're looking for inspiration, business advice, or insights into how to empower the next generation, this conversation is a must-watch! ——————— Sign up to Wise Business banking: https://wise.com/gb/business/?utm_source=secretleaders&utm_medium=audio&utm_campaign=secret+leaders_2H+2024&utm_content=Wise+Business Thanks to HP our sponsor for this episode. For 10% off the HP Omnibook UltraFlip with built-in AI, use code 'HPLOVEWORK'. Valid until 31st January 2025, UK only. T&Cs apply. https://bit.ly/HPOmnibook-SLQ424 Join Vanta and recieve $1000 off: http://vanta.com/secretleaders Learn more about your ad choices. Visit megaphone.fm/adchoices
Timo Boldt's journey to turning Gousto into a billion-dollar company is a remarkable tale of resilience. Despite facing rejection on Dragons' Den, Timo founded Gousto in 2012 from his one-bedroom flat with a vision to revolutionize home cooking using technology and data. Today, the meal kit delivery service delivers over 1.5 million meals each month, showcasing significant growth potential in a market projected to reach $27.33 billion by 2028. In this interview, Timo shares insights on his transition from finance to food tech, the impact of AI on personalizing food choices, and the future of home cooking in an age of convenience. Join us as we explore the challenges of scaling a startup and Timo's vision for the evolving food industry! ——————— Sign up to Wise Business banking: https://wise.com/gb/business/?utm_source=secretleaders&utm_medium=audio&utm_campaign=secret+leaders_2H+2024&utm_content=Wise+Business For 10% off the HP Omnibook UltraFlip with built-in AI, use code 'HPLOVEWORK'. Valid until 31st January 2025, UK only. T&Cs apply. https://bit.ly/HPOmnibook-SLQ424 Join Vanta and recieve $1000 off: http://vanta.com/secretleaders And a special thanks to Qube for letting us use their incredible podcast studio in Canary Wharf, London to film this episode. Mention “Secret Leaders” as a referral to waiter the joining fee: https://theqube.com/membership/ Learn more about your ad choices. Visit megaphone.fm/adchoices
In this exclusive interview, WeTransfer founder Damian Bradfield shares the story behind his 9-figure exit and breaks down how he built a brand that millions of people around the world trust every day. Damian reveals the real strategies he used to scale WeTransfer from a simple idea to a global sensation—PLUS, he drops actionable tips you can use to build and sell your own brand. ——————— Sign up to Wise Business banking: https://wise.com/gb/business/?utm_source=secretleaders&utm_medium=audio&utm_campaign=secret+leaders_2H+2024&utm_content=Wise+Business Join Vanta and recieve $1000 off: http://vanta.com/secretleaders And a special thanks to PodShop for letting us use their incredible podcast studio in Shoreditch, London to film this episode. Check out their studios and for 25% off your first booking at Podshop Studios when booked online using code SECRET25 - https://www.podshoponline.co.uk/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Paul and Justin discuss how they feel about a group of 2H surgers for next yr including Corbin Carroll, Gavin Lux, Michael Harris II, Spencer Torkelson, and more! Source
In this podcast, Shimon Shkury, President and Founder of Ariel Property Advisors, interviews Ariel's Manhattan experts Michael Tortorici, Founding Partner; Chris Brodhead, Senior Director, and Howard Raber, Director, about what they're seeing in the Manhattan market. They discuss how mortgage maturities are driving transactions, the increase in rent stabilized multifamily sales, condo development trends, office to residential conversions and housing policies including the City of Yes.According to Ariel Property Advisors' Manhattan 2024 Mid-Year Commercial Real Estate Trends report, investment sales in Manhattan in 1H 2024 rose to $5.8 billion over 167 transactions, a 14% and 16% increase, respectively, compared to 2H 2023, Average pricing for multifamily properties dropped by 15% from $722/SF in 2023 to $611/SF in 1H 2024, while average cap rates increased from 5.24% to 6.19%. The report showed that development sales totaled $1.12 billion in 1H 2024, a 128% increase from 2H 2023, and transactions totaled 28, an 115% increase over this period. Office to residential conversions accounted for approximately 50% of the development dollar volume.
Welcome back to another episode of Benched with Bubba. On BwB EP 688, Bubba (@bdentrek) will be joined by Ben Tidd (@BreakingBen_T) to recap the Week 26 FAAB, go over some big 2H offensive performers, and more. Some Players Discussed- Jacob deGrom Kumar Rocker Tylor Megill Reid Detmers Jasson Dominguez Albert Suarez Luke Weaver Many More
“Quand ça ne te demande pas d'efforts, mets en plus”“Je n'ai pas eu le choix d'être entrepreneur” Lui, c'est Thomas Fagot, l'entrepreneur au parcours atypique : celui qui tombe, se relève et recommence. Pour lui, toucher le fond, c'est 2H maximum. Ensuite, on remonte et on avance. MobSuccess, c'est une plateforme spécialisée dans la publicité mobile, conçue pour optimiser les campagnes marketing et maximiser l'engagement et les performances.Opportuniste des bonnes opportunités, Thomas revient sur son parcours, une jeunesse que certains qualifieraient de “malchanceuse” mais qu'il voit avec optimisme. Il partage comment il est tombé dans l'entrepreneuriat, non par choix, mais par nécessité, et retrace la success story de MobSuccess, marquée par une rencontre décisive avec le géant GIFi.Bonne écoute !
EXTRAIT“Je n'ai pas eu le choix d'être entrepreneur”Lui, c'est Thomas Fagot, l'entrepreneur au parcours atypique : celui qui tombe, se relève et recommence. Pour lui, toucher le fond, c'est 2H maximum. Ensuite, on remonte et on avance. MobSuccess, c'est une plateforme spécialisée dans la publicité mobile, conçue pour optimiser les campagnes marketing et maximiser l'engagement et les performances.Petit extrait pour vous donner un avant-goût de notre échange.
Un amigo me dijo que no hay que dar nada por sabido… ¿En qué se diferencia un SUV de un verdadero TT? A mí me parece evidente, pero por lo que me comentáis y por lo que oigo, no tanto. Así que vamos a verlo en detalle. Este será un vídeo lleno de anécdotas. Ya sabéis mi opinión sobre los SUV y no me voy a extender sobre el tema: Salvo por su facilidad de acceso y, a veces, por su mayor altura, tienen muchas desventajas sobre un buen Break o un coche convencional. Pero hoy el video no va de eso, sino que vamos a comparar a los SUV con los auténticos TT… esos de los que apenas quedan. Pero antes de comenzar vamos a ver de qué estamos hablando. ¿Qué es un SUV? Este es uno de esos casos en que el nombre, lejos de simplificar las cosas, las complica. Si buscas el significado de SUV en Google te dirá que significa “Sport Utility Vehicle”. Vale. Sigamos con Google y ponemos en el traductor “inglés-español” que nos traduzca esas tres palabras y te va a aparecer esto: “Vehículo Utilitario Deportivo” Pero… ¡de que estamos hablando! ¿Utilitario y deportivo? Imposible. Pero con Google, para bien o para mal, está todo. Vamos a ver que significa Sport en inglés, que no es tan evidente como os pueda parecer. El diccionario de Cambridge, en su segunda acepción nos dice que sport es “todo tipo de actividad física que las personas realizan para mantenerse saludables o por placer”. Ya nos estamos entendiendo. Así que la palabra Sport de SUV no se refiere al coche, si no al estilo de vida de sus usuarios… O sea que son coches útiles para personas que hacen una vida muy activa y practican deportes, algunos de los cuales requieren cierta capacidad de carga o el acceso a vías no asfaltadas. Esto es un SUV, que no te engañen. Coches relativamente grandes, con buena capacidad de carga, estética “agresivo-aventurera”, una altura mayor de lo normal y poco más. Porque para ser un SUV no necesitas necesariamente tener tracción total… de hecho la mayoría no la llevan. ¿Qué es un Todo Terreno? Así da gusto, en este caso no hay complicación de ningún tipo: Un coche de Todo Terreno es aquel que puede moverse por toto tipo de terreno. ¡Que fácil! En este caso no necesitamos ni a Google ni a la Universidad de Cambridge… me gusta lo simple. Sí me permitiría hacer un matiz importante: Moverse por todo tipo de terreno con solvencia requiere, además que esa actividad no arruine el coche. O sea, que sea un vehículo capaz de andar por caminos y zonas complicadas sin que eso suponga problemas mecánicos… esto es relevante, como os voy a explicar en una anécdota que sucedió en Marruecos y que os voy a contar… pero más adelante. TT más que SUV. Como un TT es “más” coche, más complejo, más caro a igualdad de categoría y en general con “más cosas” vamos a ver que tiene que tener un coche para ser un TT. Vamos allá. Chasis separado: Muy recomendable. Hay coches de TT con buena reputación que no llevan chasis separado, sino que son monocasco, es decir, que la propia carrocería es el chasis. Son excepciones que confirman la regla. Los dos más destacados son el Lada Niva y el Jeep Cherokee. Que no son malos TT, en especial el Lada. Pero tampoco son los TT más robustos del “Mundo mundial”. Ni muchos menos. Tracción total: Imprescindible. “El hábito no hace al monje”. Es decir, la tracción total no convierte a un coche, aunque sea un SUV, en TT. Se podría decir que es una condición necesaria, pero no suficiente. Para moverse por terrenos resbaladizos, como barro, tierra, nieve o hielo, sobre todo si hay pendientes, la tracción total es ab-so-lu-ta-men-te imprescindible. Bloqueo de diferenciales: La clave. Un diferencial permite a una rueda girar más y más rápido que otra, pero en condiciones de escasa adherencia una rueda patina y la otra “agarra” … toda la potencia se va por la que patina. Lo mismo puede pasar de un eje a otro. Hay que “bloquearlos”. Reductora: Lo que discrimina. Para mí es lo que de verdad discrimina es tener o no caja reductora. Y muchos os preguntareis, ¿Qué es eso de caja reductora? 2H, 4H, 4L… ¡qué lio! Si conducís un TT “de verdad” os encontraréis con dos palancas. Una es la habitual, con 5 o 6 marchas, incluso puede ser automático. Y la otra es la reductora, que puede tener dos o tres posiciones. ¡Ojo! hay coches de TT pueden llevar tres palancas! Una será la convencional, otra para conectar la tracción total y otra para elegir entre cortas y largas. SUV: Las desventajas de un TT… … sin sus ventajas. Siempre sigo lo mismo: Un SUV tiene muchas de las desventajas de un TT como mayor altura de centro de gravedad, mayor peso y peor aerodinámica, entre otras… pero sin prácticamente ninguna de sus ventajas. Insisto, los SUV tienen ventajas para acceder a su interior y, en ocasiones, las que provienen de una mayor altura del chasis al suelo… y poco o nada más. Porque el conducir más alto, más que una ventaja, puede llegar a ser un inconveniente, como ya dije en el video titulado “Odio los SUV” y su secuela “Odio los SUV… peeeero”. Conclusión. Lo digo siempre: Amo está afición porque hay muchas formas de vivirla, puede participar en competición, pasear por la sierra con un clásico, ver rallyes, circuitos, hacer algo de mecánica, modelismo… mil formas… es lo que me gusta. Así que, si te gustan los SUV y disfrutas con él, ¡genial! No voy a ser yo quien te diga que estas equivocado. Pero eso sí, no me digas que es más seguro o que es “casi” un TT porque ambas cosas no son ciertas… Coche del día. Soy un absoluto fan de los Suzuki Jimny, de todos. Como ya os comenté en la serie de videos cobre todos los coches que he tenido, que son tres entregas, de todos, absolutamente de todos, me dio pena desprenderme. Pero hay uno del que estoy particularmente arrepentido, mi Suzuki Jimny TD. No me dio ni un solo problema, gastaba poco, era divertido de conducir, en campo imbatible, para mi preciosos… ¡qué pena! Lo vendí por culpa de mi divorcio… pero cada vez que veo uno de estos coches me acuerdo y me arrepiento.
In this podcast, Shimon Shkury, President and Founder of Ariel Property Advisors, discusses Ariel's Brooklyn 2024 Mid-Year Commercial Real Estate Trends report with Brooklyn experts Partner Sean R. Kelly, Esq., and Director Stephen Vorvolakos. Overall, investment sales in Brooklyn rose to $3.36 billion in 1H 2024, a 43% increase compared to 2H 2023 and 18% increase compared to 1H 2023. In the multifamily market, Mr. Vorvolakos said owners are adjusting their pricing, which is creating opportunities for investors. The average cap rate rose to 6.48% in 1H 2024, the highest level since 2012, which can be attributed to elevated interest rates and uncertainty about new regulations. In the development market, Mr. Kelly said the new 485x tax incentive, the successor to 421a, is breathing new life back into the development market. Also, local developers are partnering with institutional capital and building farther into the borough. More details about the Brooklyn market are available in the Brooklyn 2024 Mid-Year Commercial Real Estate Trends report.
As we edge closer to a US Federal Reserve rate decision and a presidential election, municipal credit will get more attention. In this Masters of the Muniverse podcast, hosts and Bloomberg Intelligence analysts Eric Kazatsky and Karen Altamirano talk to Jennifer Johnston, director of research, municipal bonds, at Franklin Templeton Fixed Income. She discusses how technology enhances credit research and why tax policy, slowing tax collections, falling revenues and pressured hospital margins are among areas of concern in 2H and beyond.
In this podcast, Shimon Shkury, President and Founder of Ariel Property Advisors, discusses the findings in Ariel's Mid-Year Bronx report with Jason Gold, Senior Director, and Daniel Mahfar, Director. Overall, the dollar volume of investment sales in the Bronx rose 13% to $445 million in 1H 2024 compared to 2H 2023, according to Ariel's Bronx 2024 Mid-Year Commercial Real Estate Trends report. Transactions fell 10% to 90 for this period. Compared to 2H 2023, multifamily dollar volume increased by 38% in 1H 2024 from 2H 2023 for a total of $208.5 million. Transaction volume declined by three transactions to 36 over the same period. A total of 33 development site transactions were recorded in the first six months of 2024 totaling $166.4 million, which marked a 50% and 86% increase, respectively, compared to H2 2023. The podcast participants noted that development is expected to increase in the Bronx because of the 485x tax abatement, which was part of the new housing policy, and a major rezoning in the Bronx, which is expected to produce new housing along 46 blocks surrounding the new Metro North stations in the Parkchester, Van Nest, and Morris Park neighborhoods. More information is available in the Bronx 2024 Mid-Year Commercial Real Estate Trends report.
They may not be major stories, but these 5 headlines will play an important role in how AI and the Cloud evolve in the 2H of 2024. SHOW: 846SHOW TRANSCRIPT: The Cloudcast #846 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW NOTES:VCs are looking to get out (Business Insider)Microsoft earnings (31%), Google earnings (29%), Amazon earnings (19%) - QtoQ earnings for the hyperscalersTHE ECONOMY WILL BE THE STORY OF 2H 2024 DUE TO THE US ELECTIONSBUT WILL ANY OF THESE OTHER STORIES GET THE ATTENTION THEY DESERVE?Are VCs going to be out on AI startups?Will tech antitrust discussions become prominent in the US elections? When will we start seeing all the early-2024 AI demos turn into reality?How much are the hyperscale cloud earnings boosted by AI spend vs. usage?Will any alternatives to VMware start to show progress in displacing the virtualization leader?FEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
Today we were pleased to host Gerald Kepes, President of Competitive Energy Strategies, and Sudan Maccio, Chief Legal Counsel of PetroTal, for a discussion focused on Venezuelan politics, energy and economics. Jerry has over 40 years of experience as a consultant and petroleum geologist and is a regular contributor to Al-Monitor on the geopolitics of energy in the Middle East and North Africa. Sudan started his career at PDVSA and brings over 30 years of extensive legal experience in global energy across legal, commercial, and leadership roles. We were thrilled to bring Jerry and Sudan together to discuss the recent Venezuelan election. In our conversation, Jerry and Sudan provide an overview of the recent election and the country's opposition to President Maduro's claimed victory. We discuss the current situation on the ground with ongoing protests, reactions from neighboring countries, the refugee crisis, how the military has been corrupted to support the ruling party and the potential for shifts in loyalty, and how the crisis is influencing global markets. We explore other geopolitical crises to understand potential strategy and outcomes, the possibilities and implications of foreign intervention, and influence from outside actors including Cuba, China, Russia, Iran and even Hezbollah. We also examine the role of the US in potentially intervening, possible outcomes, long-term implications, and much more. We ended by discussing how we can help the citizens of Venezuela and amplify their humanitarian needs. It was an enlightening discussion, and we are thankful to Jerry and Sudan for sharing their insights with us all. Mike Bradley opened the conversation by highlighting that U.S. markets, so far this week, are mostly in churn-mode and laser focused on Wednesday's FOMC Rate Decision Meeting. Bond traders expect the FED to leave interest rates unchanged but are hopeful Chairman Powell will indicate that the FED could be positioned, as early as September, to cut interest rates. WTI price has moved lower over the last few weeks due to growing fundamental concerns with 2H'24 oil demand (mostly slowing Chinese demand) but has plunged this week to ~$75/bbl mostly due to “technical” factors (Brent & WTI) breaking through 50/100/200 day moving averages which is leading to an unwind of “net” long interest in the crude complex. On the broader market front, he noted a continued rotation of AI/Big Tech names into the Russell 2000 due to a growing bet that the FED will be signaling a looser interest rate policy. The recent equity rotation could quickly unwind if the FED doesn't signal a looser interest rate policy at the upcoming FOMC meeting. He also noted Q2 reporting up to this point has been dominated by Oil Services and natural-gas levered E&Ps but is now broadening out to all energy subsectors. He flagged a few key themes coming from Q2 calls including lower onshore oil service activity levels, a continuation of natural gas curtailments, and U.S. refiners highlighting that weaker refining cracks are resulting in global refining run cuts. Jeff Tillery also joined and added his perspective and inquiries to the discussion. We hope you find the discussion as insightful as we did. Our thoughts and prayers are with the Venezuelan people and we are hopeful for a peaceful and democratic resolution. Our best to you all. Thank you for your support and friendship!
Today we had the pleasure of hosting our good friend Dr. David Gattie, Associate Professor of Engineering at the University of Georgia. In addition to his role in the College of Engineering, David is a Senior Fellow at the University's Center for International Trade and Security. David has a robust background including 18 years at the University of Georgia and 15 years in the energy private sector across production engineering, energy services engineering, and environmental engineering. His research focuses on the electric power sector, with an emphasis on comprehensive energy policy and integrated resource planning for overall energy and economic security, as well as national security. We were thrilled to visit with David. In our discussion, David provides an overview of Georgia's unique energy landscape and power generation focus. He explains Georgia's approach to long-term energy planning through integrated resource plans mandated every three years, the structure of Georgia's energy sector, the role of the Public Service Commission, and the pivotal role of nuclear energy in the state's long-term energy strategy. We explore Georgia's choice to maintain a regulated market rather than deregulating, the effectiveness of various market systems, trends in regulated versus deregulated markets, and the potential risks of an energy transition that neglects national security and industrial competitiveness. David also discusses the Center for International Trade and Security's efforts, including training students to become strategic thinkers with expertise in nuclear technology and energy security, as well as collaborating with key organizations and experts in the field. We cover the role of trade in maintaining global stability and preventing conflicts, the expected increase in electricity demand, commercial viability and government involvement in nuclear development, optimism for realistic energy policies, and more. As you'll hear, it was a meaty conversation and David was a fantastic guest with which to explore these important topics. David's full presentation including the slides referenced in our discussion is linked here. For additional reading, David's recent report entitled “Competitive Advantage as a National Security Objective for US Civilian Nuclear Power Policy” is linked here. Additionally, if you are interested in reading the book David recommends during the show, “The Lessons of Tragedy” is linked here. Mike Bradley opened the conversation by highlighting that it's been a wild week for Presidential politics, which is introducing some added uncertainty to global markets. He noted there could be some increased volatility in the bond market at week's end when Consumer Confidence and the PCE deflator are set to report. On the crude oil front, WTI price has plunged by ~$2.50/bbl (~$77.50/bbl) so far this week due to WTI price breaking through its 50/100/200 day moving averages and growing concern that Chinese commodity demand is slowing. On the energy equity front, Q2 reporting started last week and was skewed towards Oil Services. This week will also be heavy Oil Services but will also be broadening out to gas-levered E&Ps, Canadian E&Ps, Miners, Euro Oil Majors, Refiners and Electric Utilities. He also noted that equity investors will be paying a lot of attention to gas-levered E&P calls this week to get a sense of how they're thinking about 2H'24/2025 gas price levels/direction and how that might influence their 2H'24 capex/guidance plans. Jeff Tillery added to Mike's comments on oilfield services earnin
BlackRock's Kristy Akullian discusses investing strategies for 2H 2024 (1:30) - What Should Investors Expect From The Economy Going Forward? (10:50) - How Should You Position Your Portfolio Heading Into The Upcoming Election? (16:40) - Where Should Investors Be Looking To Gain Exposure To AI Investments? (20:05) - Why Have Actively Managed ETFs Surged In Popularity? (26:10) - Episode Roundup: QUAL, DYNF, IETC, MADE, SOXX, IDU Podcast@Zacks.com
Episode 134: Dr. Anas, Energy Market Expert, TAKE 3! Let's go under the hood and find out what is really going on in the energy markets with world renowned energy markets expert, Dr. Anas Alhajji, managing partner at Energy Outlook Advisors LLC. There is a lot of misinformation in the oil and energy markets so Dr. Anas will be clarifying and dispelling the exaggerations and myths created by the media and other interested parties. We speak on the following important issues: expose myths on recent energy news, current state of energy markets, energy demand, peak oil demand, green energy, EVs, and more. Be in the know with what is really going on in energy markets. What will 2H 2024 and 2025 bring for oil and energy prices? Find out now
After a bullish first half for stocks, David Faber, Leslie Picker and Mike explored what to expect from the markets as we enter the second half of 2024. They discussed the AI-fueled tech sector rally, the moves in Nvidia versus Treasury yields -- and whether or not we could see a broader rally for the rest of this year. Wedbush analyst Dan Ives joined eth anchors at Post 9 with his 2H forecast for tech. Also focus: Boeing agrees to acquire Spirit AeroSystems for $4.7 billion in stock, 'why "Roaring Kitty" sparked a 20% jump in Chewy shares before gains were erased, banks boosting dividends, countdown to the Supreme Court ruling on Trump immunity case. Squawk on the Street Disclaimer
We discuss the market outlook and investing ideas for 2H 2024 (0:45) - Breaking Down The Market Rally: What Should We Expect From the Fed And Earnings? (7:45) - What Stocks And Industries Should Investors Keep On Their Radar Right Now? (12:00) - How Much Will Copper and Uranium Benefit From The AI Rally? (18:05) - Should You Be Buying ETFs that Implement Option Strategies? (24:00) - Episode Roundup: NVDA, MSFT, AMD, QQQM, QTUM, LLY, NVO, URNM, COPX, QQQY Podcast@Zacks.com
Meera Chandan, Arindam Sandilya, Junya Tanase, Antonin Delair, James Nelligan and Patrick Locke discuss the the main macro FX themes for 2H. They highlight a constructive USD backdrop, yield compression, US elections and policy RV as the main themes. This podcast was recorded on 28 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4735478-0 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.
We discuss the market outlook and investing strategies for 2H 2024 (1:30) - Did Investors Miss The Fed's Soft Landing? (6:00) - What Should We Expect From Interest Rates The Remaining of The Year? (9:20) - Will The Stock Market Rally Continue? (14:55) - Could We See Small Cap Stocks Outperform Later In The Year? (17:35) - How Can Investors Optimize Their Income Portfolio? (23:15) - Episode Roundup: XNTK, QQQE, SBSM, IJR, GLD, GLDM, SRLN Podcast@Zacks.com