Podcasts about 2Q

Margaret Yang, Strategist, DailyFX, discusses the bright spots in OCBC and UOB's 2Q earnings, and how much upside is already priced into their share prices. See omnystudio.com/listener for privacy information.

This week in the podcast (1) Most of the major trends and themes for 2Q reporting season that we've been highlighting over the past few weeks remained intact. (2) We learned four new, important things last week on slowing growth rates, supply chains, labor, and COVID/mobility. (3) It's not unusual for slowing growth rates to trip up the stock market temporarily following recessions. (4) The high-frequency data we track suggest mobility trends remain constructive.

2021年2Qの標的型攻撃に関する情報共有は40件 - J-CSIP Apple、「macOS Big Sur」「iOS/iPadOS」のゼロデイ脆弱性を修正 - 今月2度目の更新　ほか

Jeff Dyke, President of Sonic Automotive, talks 2Q earnings. Michael Loukas, Principal and CEO of TrueMark Investments, discusses inflation and looking to secular growth stocks. Kerry Duggan, RockCreek Advisor and former Deputy Policy Director to then Vice President Biden and White House Climate and Energy Advisor, talks about sustainable investing. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks markets. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

ゲーム事業者への攻撃が増加 - ただしDDoS攻撃は減少　2021年2Qの脆弱性届出は307件 - ソフトウェアとサイトともに増加　VPN機器や端末などテレワーク環境のセキュリティを評価するサービス　ほか

To learn more about Evoque's MGI product, check it out here: https://www.evoquedcs.com/ Regional Trends in Data Center Services and Markets in 2Q21 Northern Virginia is a market-driven by hyperscale requirements. It saw moderate growth in 2Q, and it's also spreading out to cover a wider geographical area. The sector there is so unique, datacenterHawk is developing a new analysis tool that tracks and reports specifically on hyperscaling trends. It will undoubtedly be useful in other regions as well as some of them grow towards that end of the market. In a way, Phoenix is positioned to be the next Northern Virginia. The amount of interest from large companies and the volume of new development are both indicators of some big movement in the near future. There's a misconception that there's a lot of supply available in the Phoenix market. That might have been somewhat true up until about three months ago. But now, those sites are seeing a lot of activity, and it's just a matter of time before more capacity is needed. Speaking of capacity, Portland has doubled in the last two years. A number of providers with major hyperscale and enterprise credibility have established themselves in the area, so hyperscale users that already have ties with these companies can offer an easy onboarding process. Being on the west coast but outside of the metropolitan areas that have development challenges is a plus. The undersea cables are well-positioned to feed expanding demands in Asia. And the mix of hyperscale and enterprise clients means that even though local companies tend to be much smaller than the likes of Dallas or Chicago, there's still a lot of opportunity for high bandwidth data center services at great prices. Which drives more companies to the area, thus snowballing the trend. Great tax incentives and business-friendly attitudes from the local government certainly help as well. Salt Lake City is an exciting market, continuing to ramp in 2Q. There's lots of pre-leasing from interested users while maintaining their local client base. The providers there are building big, which historically has been rewarded in the region. Proximity to Silicon Valley certainly helps. The development cycle is lagging behind what was seen in Portland by a little more than three years, so the potential for a boom is there.

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2021 that are top of mind for PE investors. The PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view the summary and infographic.   5 takeaways from 2Q 2021: Exit activity via M&A and IPO are seeing record levels of activity, which is impacting the entire PE life cycle, including fundraising. Fundraising is picking up as demand from investors strengthens and funds start to close in earnest once again. Deal activity and deal volume are on track to comprise the most active half-year on record. Deal sizes are increasing due to increasing post-pandemic certainty and the accumulation of dry powder. Club deals are increasing in prevalence for large-scale deals.

While the Singapore economy grew by 14.6% year on year in the second quarter -- it still contracted by 2% as compared to the first 3 months of the year. How big a part did the restrictions of May and June play in the slight 2Q headwinds? Selena Ling, OCBC's Chief Economist and Head of Treasury Research, helped us break down the numbers on Across the ASEAN, and tell us why the economy still has a chance to beat the government's outlook. See omnystudio.com/listener for privacy information.

This week in the podcast, we recap our thoughts on how we'd play defense in the very near-term, if short-term macro indicators like ISM are in the process of making a peak – something we think the decline in 10 year yields throughout most of 2Q may have been signaling. Our bottom line – we worry a peak in major macro indicators like ISM could spark a pullback in the market or a pause in the rotation into Value and Cyclicals. We think there's a case for adding some exposure to Classically Defensive sectors in the near-term. But longer-term we still like Cyclicals. 

This special episode is a commentary by DBS chief economist Taimur Baig. Singapore’s January-April economic momentum will be disrupted by a set of renewed stringent measures. New coronavirus variants are highly transmissible; they may also have some vaccine resistant properties. An abundance of caution warrants a degree of reinforced stringency on mobility and proximity. Singapore’s imperative now is to vaccinate a wider population as soon as possible, as vaccinated individuals are extremely unlikely to suffer from severe illness or fatality. Japan’s real GDP likely contacted by 2% in 1Q as domestic demand deteriorated due to the resurgence of COVID-19, fully offsetting the recovery in exports. Same could be on the cards for Singapore in 2Q. Between progress with vaccination and targeted fiscal support, Singapore should come out of the May/June turbulence quickly. See omnystudio.com/listener for privacy information.

Tyson Foods releases 2Q report, Kelly named USD 312 Impact Award Winner. That and the rest of your news from Hutch Post.

Golden Minerals Company (NYSEAMERICAN:AUMN) (TSE:AUMN) (FRA:7GB) CEO Warren Rehn tells Proactive the Colorado-based group 'right on target' with 1Q gold production from its Mexican operations, and is on track to increase threefold for 2Q, and meet its annual production guidance for 202. Rehn says it produced 1,559 gold equivalent ounces and sold 1,054 ounces in the first quarter ended March 31, 2021, from its Rodeo mine. Those figures put Golden Minerals on pace for annual production of 12,000 to 14,000 ounces of gold in 2021.

For this week’s podcast, Epic Futurist in Residence Peter Shankman took the guest chair with Epic Creative Director Amy Warrington filling in as host. They had a timely discussion on marketing in 2Q! Taking steps to make your clients’ lives easier and giving clients service with a personal touch are going to be key this quarter. Understanding your audience is, too. And Peter’s takeaway advice? Be flexible. As he said, “The best laid plans have the ability to change on a dime.” Truth! During this informative conversation, Amy and Peter also talked about the intimacy of remote work (and really, seeing inside your coworkers’ homes), the importance of mental health, and how the vaccine knocked them out the day after but then put them in the “cool kids” club. They covered wanting but also not wanting to get back out with people as the curtain of the pandemic begins to openWhen marketing is backed by genius, you get EPIC results. Join the experts of Epic Marketing Consultants Corporation in their “Theory of Marketing Relativity Podcast” as they give their insights, musings, tips, and tricks for social media, search engine optimization, public relations digital marketing, web design, writing engaging copy, designing fresh creative content, and everything in between.

MegaCaps strike back, and the reflation trade sputters. But on the round, James calls the ball as the S&P rips to record highs. But is it now overbought?And we look forward to the Coinbase IPO, the retail exchange for the people. Massively expensive as it surely will be, is it worth the investment?To boot the bollinger bands on Bitcoin suggest it is poised for a big price move. Which way will it bend? And are we verging into a surge in 2Q for crypto?

The Metals Company (NYSE:SOAC), formerly known as DeepGreen Metals Inc, CEO Gerard Barron and Head of Financial Markets and Investor Relations Craig Shesky speak to Proactive about the Vancouver-based groups' intent to merge with SPAC company Sustainable Opportunities Acquisition Corp. Barron and Shesky say the merger will help the group gain access to capital to fast track its resource of polymetallic rock found on the Pacific Ocean floor, to production in 2024. The merger is expected to close in 2Q of 2021.

From Reddit-fueled retail frenzies, bond selloffs and massive hedge fund margin calls, equity markets have had a few scares in the first quarter of 2021. But Maitri Asset Management is still upbeat on stocks for the second quarter. Ankit Khandelwal, CIO of Maitri Asset Management, outlined the firm's 2Q outlook for us on Prime Time, and also talked about some short duration opportunities in emerging market bonds.  See omnystudio.com/listener for privacy information.

According to a new Bitcoin / Cryptocurrency report published by Bloomberg Intelligence, the second quarter is more likely to deliver a further BTC surge to $80,000 than a capitulatory move to $40,000. The new report reads: "Adoption of the benchmark crypto as a global reserve asset has crossed the mainstream threshold, as we see it, and the market tide is rising. This scenario has switched the focal point of our 2021 analysis toward more-technical indicators from a wider range of fundamental and on-chain metrics in the past few years." "A more likely 2Q scenario is to breach $60,000 resistance and head toward $80,000. A backup toward $40,000 support is less likely, in our view." For complete show notes and for the full premium experience with video, visit our YouTube channel at http://CryptoNewsAlerts.net

Randy Reid discusses Acuity's 2Q earnings, Hubbell Announces a 6% price increase, Deco's reorganization is taking form, and Lighting Design Awards in Europe announce their 2020 awards.

【himalaya2020年9月7日配信回】36kr Japanが提供するプラットフォーム｢CONNECTO(コネクト)｣では、日本企業のイノベーション・新規事業創出・海外への投資機会の獲得のために中国の最先端イノベーション事例や有力プレーヤーを深く理解することができ、提携パートナーの探索や連携、専門家への相談が可能です。https://connec2.jp/36kr Japan 関連記事https://36kr.jp/59169検索エンジン市場でバイドゥに挑むバイトダンス　独自検索エンジンアプリをローンチhttps://36kr.jp/89977/バイドゥ、2020年2Qの純利益40％増　AI事業が後押し　https://36kr.jp/24726/スマートスピーカー市場で中国企業が台頭、BaiduはGoogleを抜いて世界2位へhttps://36kr.jp/56886/テスラ、中国地図サプライヤーをテンセントから「百度地図」へ切り替え　本当の理由とは

【himalaya2020年8月24日配信回】36kr Japan 関連記事https://36kr.jp/64221/中国通信機器大手「ZTE」：2019年通期は黒字転換、2020年中に15機種以上の5G端末をリリースhttps://36kr.jp/89061/半導体最大手のSMIC、20年2Q決算発表　純利益が過去最高を記録

Having tested the 1.4100 level in the last hour, GBP/USD is consolidating the latest leg higher around 1.4080, up 0.11% on the day. EUR/USD is gaining 0.09% at 1.2164 and a breakout of 1.2179 (weekly high Feb.23) would target 1.2189 (weekly high Jan.22) en route to 1.2349 (2021 high Jan.6). On the downside, the next support at 1.2023 (weekly low Feb.17) followed by 1.2004 (100-day SMA) and finally 1.1952 (2021 low Feb.5). The dollar index was up 0.01% at 90.002. EUR/USD rose 0.2% to 1.2174, USD/JPY was up 0.1% at 105.14, while the risk-sensitive AUD/USD rose 0.1% to 0.7917, climbing to the highest level in almost three years as commodity prices have soared. These gains have triggered worries of a global rise in inflation, and puts the focus on Fed chief Jerome Powell, who testifies before Congress later in the day. He is expected to provide assurance that the Fed will not respond to higher inflation with an immediate rate hike, which could potentially cause the dollar to drop further. The Fed finds the right words on these occasions – most certainly downplaying the forthcoming rise in inflation into 2Q – such that the bond market decline can probably stay orderly.

o https://www.youtube.com/watch?v=AbaHCV-nYZo o https://cdn.discordapp.com/attachments/706285813855682590/800115781349408808/Z.png o https://cdn.discordapp.com/attachments/706285813855682590/800115857946574858/9k.png o https://cdn.discordapp.com/attachments/706285813855682590/800116469131902996/main-qimg-9c6a8209d298b8d5c34ad6f521d5b635.png o https://www.history.com/news/auschwitz-midwife-stanislawa-leszczynska-saint o https://cdn.discordapp.com/attachments/706285813855682590/800117500967780382/holohoax_11.png o https://jewishnews.timesofisrael.com/labour-alan-bull-council-holocaust-hoax/ o https://cdn.discordapp.com/attachments/706285813855682590/800124034515206204/2Q.png o http://holywar.org/jewishtr/11cosmo.htm o https://www.youtube.com/watch?v=IRrfnGvSJDw o https://www.youtube.com/watch?v=_SPXDAX4Ci8 o https://www.youtube.com/watch?v=g3uRc8WiSnQ

Just when James thought his moment had arrived, Pfizer announced a near-vaccine for COVID, sending Old Man and cyclical stocks up. Here we stand, on the brink of a Constitutional crisis in America, with the Nasdaq and DOW at fresh highs (almost).But how solid is this state of affairs? Billy Ackman, who hedged March's sell-off to perfection, says he's going short again, citing specifically the future weakness of cyclicals even beyond the vaccine's deployment. We discuss. DoorDash files for its IPO, revealing prolific growth during the pandemic and an actual profit in 2Q. As Bobby calls for food delivery from a mere block away, does this change our perspective on the prospects of the Food Delivery sector?And finally the Great Panda, President Xi of China, after scuttling Jack Ma's Ant IPO with ease, congratulates Joey Biden on his election victory. So we good right?

https://vimeo.com/459712135 https://www.currentfederaltaxdevelopments.com/podcasts/2020/9/19/2020-09-21-revised-forms-issued-for-covid-19-relief   This week we look at: IRS discusses options for expedited private letter ruling requests Web page for marijuana industry posted by the IRS Corporation by law had no shareholders, thus no S election was possible Draft form to be used by self-employed to claim COVID-19 sick pay credits published Final version of Form 941-X to be used to revised 2Q 2020 Forms 941 released

This week we look at: IRS discusses options for expedited private letter ruling requests Web page for marijuana industry posted by the IRS Corporation by law had no shareholders, thus no S election was possible Draft form to be used by self-employed to claim COVID-19 sick pay credits published Final version of Form 941-X to be used to revised 2Q 2020 Forms 941 released Copyright 2020, Kaplan, Inc.

MDA out in Houston Posted a 217-102 record in his four seasons with the Rockets. He reached the WCF once & semifinals three times. Expected to be hired in Indiana Clippers/Nuggets 1Q Nuggets are going to get a good share of open shots today with how aggressive LA is against Jokic and Murray. Today will come down to the role players making enough of them. Landry Shamet's speed attacking closeouts always catches defenders by surprise. Adjusting the bench rotation to play JaMychal Green more paid off immediately for LAC with 6 points. 2Q Clippers defense is locked in right now. A huge end of the quarter for the Clippers. It has all started on the defensive and that triggered their offense. The nuggets are playing hard but when the Clips are this locked in defensively there isn't much a team can do. I really think they had such a great 2Q due to how efficient they were in their transition offense which I believe is their best offense overall because, at times, there is no rhyme or reason to what they do in the half court and get stagnant. 3Q Clippers can't give the Nuggets Shamet and Harrell guarding Jokic and Murray in a pick and roll. It can't happen. It's tough for them to gain an advantage putting Kawhi/Paul George in action together. The Clippers are who they are at this point. A very good team that wins when they play a specific way and struggles when they can't do those things. And they have the talent to win even when they struggle. Clippers defense looks so much different when it's Kawhi and Zubac involved defending that pick and roll between Murray and Jokic. They're having to go to using LouWill's man as a screener to loosen things up. This is a great little thing from Denver. They have been attacking LouWill in P&R. They've been attacking Harrell. Did it at the same time. Craig screens, LouWill switches, Jokic is the second screener. Harrell stays in a drop, LouWill goes over, but no one there on pop. Look, the Clippers cannot play Lou Williams, Landry Shamet, and Montrezl Harrell at the same time without the defense going to hell. Just not a good idea. 4Q Clippers adjust by putting Kawhi on Jokic, PG on Murray and Zubac on Craig to help/double on post ups. Clippers scored 29 points in the 2nd quarter. They've scored 30 points total in the 2nd half with over 3 minutes left in the game. Denver is attacking all of the Clippers pressure points. Ask me what the Clippers have done to attack Denver. Denver has torched the Clippers just by putting the Clippers guards in P&R. It's forcing them into rotation every single time and the Nuggets are taking advantage of it. After winning this game, Denver has absolutely zero to lose going into Game 7. - Celtics/Heat Preview To become a monthly supporter of the Back Em' Down podcast, click this link: anchor.fm/cody-johnson4 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cody-johnson4/support

The Dow surged over 400 points today as stocks started to rebound after a few volatile days on Wall Street and Cramer’s walking investors through today’s rally. Then, need to brush up on the beauty industry? Cramer’s talking with Ulta CEO, Mary Dillon to see how the beauty retailer is doing as the economy continues to reopen. Next, how’s software company Coupa doing after reporting its 2Q ‘21 earnings last night? Cramer’s checking in with CEO Rob Bernshteyn to find out. Plus, don’t miss Cramer’s Off The Charts segment.  Learn more about your ad choices. Visit megaphone.fm/adchoices

“In Visible Capital” host Adley Bowden recaps highlights from the 2Q 2020 PitchBook-NVCA Venture Monitor webinar, which featured representatives from Silicon Valley Bank, NVCA, PitchBook and Certent discussing recent US VC trends. Topics include what to expect for VC dealmaking in the second half of 2020 (2:40), what type of companies are attracting attention from investors (8:26), what the NVCA has been lobbying for lately (13:00) and the recent proliferation of VC mega-funds (23:52).Click here to watch the full webinar and download the report.Learn more at pitchbook.com.

Nuggets/Jazz Donovan Mitchell and Jamal Murray exchanged shots back and forth down the stretch, but ultimately Murray's play in overtime carried the Nuggets to a 135-125 win and a 1-0 lead in the series. Raptors/Nets You look at the final score to the game and it screams blowout. While Toronto did get up by 33 at one point of the game, but the Nets did not fold as they fought back to get the game within 8. As I mentioned in the NBA Playoff Preview: EC episode, this is who the Nets are and what they are going to do throughout the series even if they are at a complete disadvantage. Celtics/Sixers The common theme is that when Tatum has a big night then Boston usually wins. He ended the night with 32 PTS/13 REB/3 BLK. Boston is now 36-7 when Tatum scores 20 or more and 13-3 when he scores 30 or more. He was not the only Celtic with a big night as Jaylen Brown poured in 29 PTS. The Celtics are now 14-0 when he scores 25 or more. Tatum was the driving force throughout the first three quarters as Brown turned it on In the 4th to put Philly away. Clippers/Mavericks While the Mavericks were not able to steal Game 1 of the series, they put themselves in quite the position to win a couple of games in this series. Unfortunately, this game will be overshadowed by the unnecessary ejection of Kristaps Porzingis with two technical fouls. Both them were not deserving and each situation is bound to take place during a playoff series. The emotion are running high. The Clippers looked to put Dallas away early as they jumped out to an 18-2 lead, but the tide quickly turned as the Mavericks took an 14 point lead during the 2Q. As phenomenal of night that Luka Doncic had (42 points - a playoff record for a debut). It wasn’t enough as the Clippers depth and the 56 points scored between Kawhi and PG were too much to overcome. To become a monthly supporter of the Back Em' Down podcast, click this link: anchor.fm/cody-johnson4 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cody-johnson4/support

Kia NBA All-Seeding Team 1st Team: (Lillard (MVP)/Booker/Doncic/Harden/Warren) 2nd Team: (Giannis/Kawhi/LeVert/MPJ/Porzingis) Kia NBA Coach of the Seeding Games (Monty Williams) Trailblazers/Grizzlies: A lot of ball screens for Portland to free up Lillard. The guards are looking to get downhill vs. Memphis bigs. Lillard hits his first three after Blazers start 0-3 and Collins follows up with another corner 3 on the next possession. Well balanced attack from Portland so far - everyone chipping in. Trailblazers really need to buckle down defensively. They can really give teams trouble with the high low offense between Nurk/Whiteside. Portland has completely took over this game. Another area where Portland can gives teams trouble is possessing bigs who can stretch the floor. Hezonja with good minutes while hitting a 3. Whiteside and Anthony cannot defend the Anderson/Valanciunas pick and roll. McCollum & Lillard already in double figures. Both teams are fighting! Nurkic is hiring shots from all over the floor and now has a double double (2Q). He had 17 rebounds in the 1H to go along with 15 points. He is exhausted which will be something to keep an eye on. Blazer pick apart the trap with a quick pass to Nurk who kicks to McCollum. Blazers porous defense is the difference in this 3Q. It’s going to be their downfall. DAME WITH THE JAM! It always seems when Portland sets those wide screens with Nurk at the top of the key passing that it equate to success. Watching Lillard, I’m impressed with his jabs and rip throughs. This game is highly competitive. Trailblazers attacking Dieng. The problem for Portland now is that Memphis is beaming with confidence and they are trying to get back in the game. Gary Trent Jr. with a couple of huge deflections to get stops for Portland. McCollum ties it up! He is picking on Morant. STAY MEL0 Grizzlies are being aggressive in guarding the ball screens vs. Lillard. Brooks is such a competitor, he’s not going to back down from Melo/McCollum/Lillard. They are going to need Anderson and JV to step up as they are the ones with the most experience in pressure games. Morant is smooth in the open floor and is quick getting into the paint. Grizzlies are really struggling to score (1Q) as Brooks/Morant/JV/Clarke are 5-18. Melton will he needed to provide some scoring as the main options aren’t producing. But the best thing for them is that Dame hasn’t gotten go yet to put them away and their trio hasn’t gotten off to a good start. Now they are on a 13-2 run. Brooks looks like Lillard right now! Both teams are fighting! JV with 14 rebounds. Here’s the problem... Trailblazers are making a little run to end the quarter, but only down 8 and Ja isn’t playing well. He continues to be aggressive. Memphis needs to trap Dame the rest of the game. Morant is going to be a nightmare for teams once he can consistently knock down 3s. It sickens me how many long 2s Brooks takes. Anthony Tolliver has been such a steadying presence in this game. Brandon Clarke has stepped in this 3Q to provide scoring next to Morant. Ja has such a great ability of making that over the top pass off of screens to shooters. Grizzlies attacking Whiteside. What a 3Q from Memphis with 43 points. Morant is out here HOOPING! I really hate that technical in this game where there’s a lot of emotion. Morant’s ability to split on ball screens is impeccable. He’s getting to whatever spot he wants to. Is there a better player who can drive left and shoot the right handed floater better than Morant? Memphis really need to protect these offensive possessions late in the game and not give Portland extra possessions. Melton would’ve been better than Allen on Dame there. BROOKS! To become a monthly supporter of the Back Em' Down podcast, click this link: anchor.fm/cody-johnson4 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cody-johnson4/support

◎ 비몽사몽뉴스1. '화물로 버텼다'..대한항공 2Q 영업이익 1485억 흑자2. "환기 시설 없는 교회에서 식사"..고양 기쁨153교회 집단 감염 3. 임슬옹, 무단횡단 보행자 사망사고…과실 논란 재점화4. 최고 먹방' 쯔양마저 접었다.. 유튜브 '뒷광고' 파문 확산5. 경실련 "부동산 관련 고위공직자 36% 다주택자"6. 샘오취리, 의정부고 흑인분장 비판..누리꾼들도 갑론을박 ☞ 이언경 뉴스캐스터

*1부◎ 비몽사몽뉴스1. '화물로 버텼다'..대한항공 2Q 영업이익 1485억 흑자2. "환기 시설 없는 교회에서 식사"..고양 기쁨153교회 집단 감염 3. 임슬옹, 무단횡단 보행자 사망사고…과실 논란 재점화4. 최고 먹방' 쯔양마저 접었다.. 유튜브 '뒷광고' 파문 확산5. 경실련 "부동산 관련 고위공직자 36% 다주택자"6. 샘오취리, 의정부고 흑인분장 비판..누리꾼들도 갑론을박 ☞ 이언경 뉴스캐스터◎ 장학퀴즈 : UN (비둘기, 살 찔수록 공격력이 높아진다는 연구결과가.. 비둘기가 심볼인 이 기구는?)* 2부◎ 덕후의 뉴스1. 춘천 의암댐서 경찰선 등 3척 전복.."무리한 출동 누가 지시했나?" - 이재민 임시주거시설 방문한 문 대통령 - 여권 "북한 무단 방류에 강한 유감"…대북지원은 승인2. 정부, 의협 총파업 예고에 "의료계 의견 반영하도록 대화하겠다" - 간호사들 불법의료 실태 증언 "의사대신 수술"3. 검찰인사위 2시간 만에 종료…고위간부 인사 내일 단행 - "채널A 사건, 권언유착 가능성 의심"…민변 출신 변호사 주장 - 검언유착' MBC 첫 보도후…권경애, 정권핵심들이 "작전" ☞ 뉴스원 김윤경 부국장◎뉴스 독후감“ ‘옷차림과 전문성이 무슨 상관?'…미국 의사들이 '비키니 사진' 올리는 까닭” (경향)☞ 소설가 최민석

In this edition, Lori discusses her takeaways from 2Q20 earnings season so far. She and her team recently did a deep dive into the trends in beats rates, forward-looking revisions, and commentary on earnings calls for the 63% of S&P 500 companies that had reported 2Q results as of Friday, July 31st. Three big things you need to know: (1) Similar to May and June economic data, 2Q earnings have been less bad than feared, but the reaction in the stock market has been very mixed – up until the big Tech results came in at the end of the month. (2) The rate of upward EPS estimate revisions (earnings sentiment) has continue to surge, but we are on guard for a peak before too long. (3) Among the major sectors, Consumer Staples and Tech have been positive standouts, while Energy and REITs have been negative standouts. Disclaimer:https://www.rbccm.com/en/policies-disclaimers.page

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Earnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means. Intel delivered solid numbers, but were punished by both guidance and disclosure of some execution problems in rolling out its next generation, 7nm, processors. Solid numbers for the quarter none-the-less, with a surprising bright spot in Intel's NSG memory group. AMD, who has become a solid competitor to Intel across nearly every segment, is firing on all cylindars, expecially in the DataCentric Server world. All while IBM seems to be finding its groove with freshman CEO Arvind Krishna, as IBM's Cloud and Red Hat businesses are standouts. IBM Z-series and Storage also remain particularly strong. All of this, and more, on this episode of DataCentric 00:00 - Let's kick it off! 01:21 - Intel Earnings Analysis 20:08 - AMD Earnings Discussion 43:38 - IBM Earnings 57:34 - See you Next Time!

In Podcast 31, David and Mike take a quick look back at the first half of 2020 and also take a look forward to discuss what the second half will look like for the data center market. This is an episode of HawkPodcast, datacenterHawk's viewpoints on the data center industry. If you enjoyed this episode, you can check them all out on our blog. If you'd like to know when we release future episodes, you can subscribe to our newsletter on our site. 2Q has wrapped up, you can read more about it on our 2Q 2020 data center market overview, but we've started to look forward to the 2nd half of 2020. Below are a few of the points we discuss in the podcast above. Big demand in 2nd half of 2020 We think the 2nd half of 2020 will look similar to the 1st in that demand will continue to be pushed forward by big buyers all across the industry. The enterprise sector of the data center industry took a bigger hit from COVID-19, but we expect to see those businesses rebound with increased demand in 3Q and 4Q. Markets that will be active in 2nd half of 2020 After seeing the trends from 2Q, we think that there a few markets primed for activity in the 2nd half of 2020: Portland – Though only a handful of providers have a Portland presence, it continues to see healthy growth due to the attractive power costs and connectivity to subsea cables. Chicago – Tax incentives passed in 2019 were a factor in winning opportunities in 2Q. Given the large population and need for companies to be near their users, we expect growth to continue through the second half of 2020. Northern New Jersey – This market had a strong absorption quarter and continues to surprise in 2020 after it's been quiet in recent years. Northern New Jersey had a lot of activity back in 2011-2013, so we think that there may have been some long term contracts in place that are now starting to expire, and naturally, some companies will be making decisions that could cause activity and movement in this market. Data center growth in Europe The European data center industry has different challenges than the US does, a main one being that the growth is happening in different countries. Even with those challenges, we expect to see hyperscale maturity in the major European markets. This growth should trickle down to the secondary European markets as well. Other things we talked about: • Our 2Q 2020 Data Center Market Overview • HawkTalk 45 with Andy Cvengros about the Chicago market • HawkPodcast 30 with our lead European analyst, Dan Scarbrough Don't forget to check out the rest of our HawkPodcasts and don't miss out on our latest release of market data for the data center industry.

Our guest on the podcast is Ben Inker. Ben is GMO's head of asset allocation. In that capacity, he leads GMO's asset-allocation team and is a member of the firm's board of directors. He joined GMO in 1992 after obtaining his bachelor's in economics from Yale University. Prior to assuming his current role, Ben was an analyst on GMO's quantitative equity and asset-allocation teams, a portfolio manager of various equity and asset-allocation portfolios the firm offers, co-head of international quantitative equities, and CIO of quantitative developed equities. Ben is a CFA charterholder.BackgroundBen Inker bio Ben Inker articles GMO’s Research Library GMO Global Asset AllocationAsset AllocationGMO 7-Year Asset-Class Return Forecast, 2Q 2020 “Uncertainty Has Rarely Been Higher; Oddly, Neither Has the Stock Market,” by Ben Inker and Jeremy Grantham, June 4, 2020. “Stocks Are Too Risky. What GMO’s Inker Says to Buy Instead,” by Jack Otter, Barron’s, May 24, 2020. Mean reversion definition, Investopedia.GMO Mean Reversion Strategy “GMO’s Mean Reversion Strategy Is Tested in Today’s Market,” by Bailey McCann, Institutional Investor, July 25, 2016. “60/40 Portfolios Face Double Trouble Ahead,” by Rick Friedman, GMO Insights, Feb. 26, 2020. ESG InvestingGMO’s ESG Capabilities “Climbing the ESG Learning Curve: Lessons Learned in Emerging Markets,” by Amit Bhartia, Binu George, and Hardik Shah,” GMO Insights, Nov. 4, 2019. “ESG Managers Say Pandemic Is a Stress Test That Proves Their Point,” by Alastair Marsh, Bloomberg.com, April 9, 2020. Emerging Markets“Emerging Markets: Tamed Child O’ Mine,” by Amit Bhartia, Mehak Dua, and Alvaro Pascual, GMO White Papers, July 7, 2020. “COVID-19: Risk and Resilience in Emerging Markets,” by Amit Bhartia, Tiger Tong, and Uday Tharar, GMO White Papers, April 16, 2020. “GMO: 5 Reasons to Own Emerging Market Stocks Now,” by Bernice Napach, ThinkAdvisor, July 13, 2020. “Emerging Markets Value: A Rare Ray of Sunshine from GMO’s Strategists,” by David Snowball, Mutual Fund Observer, Dec. 1, 2018. Value Investing"The Trouble with Value," by Ben Inker. “Risk and Premium: A Tale of Value,” by John Pease, GMO White Papers, July 30, 2019.“During the Coronavirus Crisis, Does Value Investing Still Make Sense?” by Robin Wigglesworth, Financial Times, May 14, 2020. "GMO Is Feeling Pain Reminiscent of the Late 1990s,” by Christine Idzelis, Institutional Investor, Oct. 10, 2019. Portfolio Construction and Strategy"How to Lose Your Job in Asset Allocation," by Jeremy Grantham and Ben Inker. GMO Benchmark-Free Allocation FundGMO Alternative Allocation Fund GMO’s Systematic Global Macro Strategy 

In Podcast 30, David is joined by datacenterHawk's lead European analyst to discuss some of the trends we've seen in the European data center market. Check out a few quick takeaways from our conversation below. This is an episode of HawkPodcast, datacenterHawk's viewpoints on the data center industry. If you enjoyed this episode, you can check them all out on our blog. If you'd like to know when we release future episodes, you can subscribe here. You can also click here if you want to read our 2Q 2020 data center overview for North America and Europe. European Demand Trends Looking back at 2019, the majority of the activity in Europe was seen in a few markets, with Amsterdam receiving most of that activity. So far in 2020, the demand is more even across the five main European markets, including Frankfurt, London, Amsterdam, Paris, and Dublin. Growth in Frankfurt, Paris, and Dublin seems to be increasing in 2020. European Hyperscale Growth American data center providers have taken an interest in the five major European markets in the past year. This new interest has attracted more hyperscale users to look at these European markets, which has created more competition for the regional European developers and has caused them to shift their strategy. Emerging European Markets With major European markets receiving increased development interest from US data center operators, regional developers in Europe are expanding in other locations. Areas like Zurich, Warsaw, Marseille, and Barcelona are emerging markets expected to see growth based on that trend. The maturity of the subsea cable industry is also creating interest in these smaller European markets as well. Don't forget to check out the rest of our HawkPodcasts and don't miss out on our latest release of market data for the data center industry.

In this week’s podcast, we look at how the first 6 months of 2020 fare in farm equipment sales compared to the 2016-19 average. In the Technology Corner, Jack Zemlicka discusses the idea of dealers selling strategic planning as a service. Also in this episode: small ag equipment sales make gains amid stay at home orders from COVID-19, European dealer sentiment improves and Art’s Way’s ag sales decline during 2Q.

PitchBook venture capital reporter Priyamvada Mathur joins the show to discuss how the COVID-19 pandemic has sped up digital transformation in the construction industry (1:59), why that transformation is expected to last through COVID-19 (5:25) and how venture capital firms and startups across the industry have struggled to adapt over the past few months (7:35). Mathur also explains why 2Q data will tell us the real story on how firms are faring (10:25) and whether they think they’ll be part of a V-shaped recovery (12:08).

➤ Tesla Q2-2020 earnings report consensus estimates, Tesla Daily forecast, and financial preview ➤ FactSet and company compiled consensus estimates for Tesla's second quarter ➤ Analysis of profitability outlook, automotive gross margin, regulatory credits, Model Y, Giga Shanghai, and what to watch for TSLA's 2Q earnings report and earnings call Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mental Health Market Update: 7/17/2020 – 2Q 2020 Disruptive Healthcare Earnings Preview – With 2nd Quarter 2020 earnings announcements just around the corner, I thought it would make sense to take stock of where our disruptive healthcare peers are trading, how they have performed so far this year and what to expect and watch out for as their release earnings in the coming weeks. In today’s episode we are focused on a subset of our “Disruptive Healthcare” peers which as a group broadly, includes Teladoc, Livongo, One Medical, Health Equity, Progyny, Health Catalyst, Phreesia, Ontrak (which was Catasys prior to this week but they changed their name as you’re aware). In this episode we digest what startups and their investors in the digital health space should be focused on, what those bits of information mean and what we can take away from how these companies are performing as well as what they report by way of Q2 earnings. LINKS REFERENCED IN THE SHOW: Livongo earnings call details: 8/6, Dial-in 270-215-9499; ID: Livongo One Medical earnings call details: Date: TBD; Dial-in: TBD Teladoc earnings call details: 7/29 at 4:30pm ET, 833-968-2101 Mental Health Startup Community Slack: Link Here   You can support Stigma Podcast and get deeper insights and white papers here on Patreon: https://www.patreon.com/stigmapodcast Connect with the Stigma Podcast in the following ways: Website, Twitter, Facebook, LinkedIn, Email Connect with host Stephen Hays here: Stephen Hays Personal Website, Twitter, LinkedIn, What If Ventures (Mental Health Venture Fund)      

This is an episode of HawkPodcast, datacenterHawk's internal conversations about the data center industry. If you enjoyed this episode, you can check them all out on our blog. If you'd like to know when we release future episodes, you can subscribe here. On HawkPodcast 27 David and I look back at HawkPodcast 20, where we made our predictions for 2020, and see what we got right, and what we missed, and how COVID-19 has impacted them. (spoiler: we didn't predict a global pandemic would occur.) Here are a few quick takeaways from our conversation as well as links to what we talked about below. Data center facilities continue operating despite COVID-19 challenges Data center operators have figured out how to move forward in the midst of the pandemic. We feel bullish on the amount of activity that has already taken place in the 2Q 2020 and believe that COVID-19 hasn't materially impacted data center operator's ability to bring supply online.​ Virtual tours and remote monitoring highlight flexibility as data center operators look for new ways to attract and service customers​ COVID-19 is changing business as we know it and it's caused data center operators to take a different approach to some of their norms. For example, some major operators have created virtual tours for their major data centers, such as Aligned Energy, Stream Data Centers, & Equinix. Operators with robust remote monitoring systems in place are seeing usage increase dramatically and those who do not are moving to implement them. ​ A look toward the second half of 2020 in the data center industry Toward the end of the episode, David & Mike discuss where the data center industry is headed in 2020. A couple of predictions that we discuss are, large cloud service providers leasing activity will be increased when compared to 2019, due in part to COVID-19. A little less M&A activity in the first half of 2020, but we expect there to be more in the second half. Don't forget to check out the rest of our HawkPodcasts and don't miss out on our latest release of market data for the data center industry. ------ Thank you for watching this video. I am appreciative of your thoughts and comments - and thankful for the opportunity to serve the industry through datacenterHawk. ------ Learn more about the data center industry and receive insight to US and European markets at https://www.datacenterhawk.com ------ For more exclusive content with data center professionals, be sure to subscribe to our YouTube Channel at: https://www.youtube.com/c/datacenterH... ------ Receive the latest information on US and now European data center markets by staying in touch with us here: Instagram: https://www.instagram.com/datacenterh... LinkedIn: https://www.linkedin.com/in/davidligg... LinkedIn: https://www.linkedin.com/company/9488... Twitter: https://twitter.com/d_liggitt Twitter: https://twitter.com/datacenterhawk Facebook: https://www.facebook.com/datacenterhawk/ SoundCloud: https://soundcloud.com/datacenterhawk

An enhanced podcast about all things Macintosh. For Mac geeks, by Mac geeks. Episode 744. Apple’s 2Q 2020 Earnings. Lots of new names coming to Apple TV+. The updated 13-inch MacBook Pro. Apple addresses AirPods Pro issues. New iPad in 2020. Don’t Panic, you have an Apple Watch. The iPhone 12. All the things. Does Apple TV+ have a problem? Play AppleTV on Mac screen. Impressions of the 16-inch MacBook Pro. iPad Board Games: The Starters. Special thanks to our sponsors: Linode - Cloud Hosting for you CacheFly Shownotes in: HTML or OPML Subscribe to the Podcast Feed or Get the MP3 or Enhanced AAC

I gave up my annual pass. And at the moment, things are looking not-so-rosy for theme parks in the immediate future - because there’s still a lot of uncertainty.  I listened in to the 2Q earnings call, and have something to say about what I heard. And of course, I’ve got some more thoughts about it. Plus I hit on a couple of news items that are a little less serious.  Lost (& Found) episode #32 discovery island https://youtu.be/8-88NbS3tss --- Send in a voice message: https://anchor.fm/daves-disney-view/message

Last week, a GM poll was released on which young NBA player they would build their team around going forward. Maalik Murray (Sports Leek Podcast), Aaron Pena (What's the Call Podcast) & CJ discuss the latest news on the possibility of the NBA resuming play, Draymond's hot takes and lastly we rank our Top 25 NBA players under 25. GamePlan: Pre Game: NBA facilities looking to reopen May 8th (Reaction) How should the league handle the rest of the season? Draymond Green’s Hot takes (Beef with Charles Barkley, PnR w/ Curry vs. Shaq & Kobe 1Q: Honorable Mention, 25-21 2Q: 20-16 3Q: 15-11 4Q:10-6 OT: 5-1 --- Support this podcast: https://anchor.fm/guarduppod/support

Show #720   Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Sunday 8th March 2020. It’s Martyn Lee here and I go through every EV story to save you time.   Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too.   Welcome to a new PARTNER EV-RESOURCE.COM...For the EV Curious, For the EV Newbie and For the EV Pro. Check out The EV Resource podcast on youtube too.   Welcome to a new EXECUTIVE PRODUCER MARTIN CROFT DORSET TRADESMEN   PORSCHE DESTINATION CHARGING Porsche is investing in establishing a global charging network: The “Porsche Destination Charging” programme includes a total of 1,035 AC EV charging stations in around 20 countries. The installation of a further 900 is planned by the end of this year. The charging points are located at selected hotels, airports, museums, shopping malls, sports clubs and marinas. Porsche customers with a Taycan or plug-in hybrid models can charge their vehicles for free at these sites. Porsche provides programme partners with free charging hardware. Individual companies as well as corporate groups are invited to apply online to join the programme.   GENESIS EXPECTED TO ELECTRIFY ENTIRE LINEUP: TRADEMARKS FILED "Genesis reportedly trademarked six model names for electrified cars (most likely all-electric). The first one is expected in 2020.. According to the latest news from the KEEA, Genesis (one of the brands of Hyundai Motor Group) intends to electrify its entire car lineup. The rumor is that the Genesis eG80 midsize SUV will be introduced this year, but initially only in a limited volume (around 5,000) in the South Korean market." reports InsideEVs   eGV70 (compact SUV) eGV80 (midsize SUV) eGV90 (large SUV) eG70 (compact sedan) eG80 (midsize sedan) eG90 (flagship sedan)   https://insideevs.com/news/402940/genesis-electrify-entire-lineup/   KUKA SECURES CONTRACT WORTH MILLIONS Here's an article sent in by Phil Roberts of Electric Future: "In the fourth quarter of 2019, KUKA won the contract for the planning and supply of a fully automated battery pack line: a major double-digit million euro order. Starting 2021, battery systems for fully electric vehicles in the premium segment will be manufactured in this production facility." Now, can you think of a U.S. electric car maker which wants to make it's own cells? "KUKA is implementing its comprehensive technological know-how as well as over fifty KUKA industrial robots to meet these demands, encompassing the supply, cleaning and measuring of the battery frames, checking the battery modules to be installed, application of the thermal compound, assembling and fastening the individual modules in the battery frame, electrical contacting, sealing and screwing on the housing cover, and finally the leak test and quality inspection at the end of the line."   https://www.kuka.com/en-de/press/news/2020/03/batterie-pack-linie   TESLA MODEL Y LENGTH, WIDTH, HEIGHT, WEIGHT, OFF-ROAD FEATURES EMERGE "Specs for the Tesla Model Y are finally available. We now know its length width, height, off-road ability, weight and so much more. Learn more about the new details here." says InsideEVs: "First deliveries of the Model Y are now just days away, yet up until now, dimensions for the vehicle remained unknown. It was just a guessing game, with some people going so far as to stand next to Tesla's various vehicles and take a photo to gauge the Y's size. Overall Length: 187 in or 4,750 mm. Overall Width including mirrors: 83.8 in or 2,129 mm. Moving on to some newly confirmed features, the Model Y comes with what's called Off-Road Assist. This selectable feature does the following: "Adjusts traction control to optimize performance off-road. Some Autopilot safety features such as Automatic Emergency Braking and Lane Departure Avoidance features are not available when Off-Road Assist is enabled." Last, but not least, a new image confirms that the Model Y will have a power liftgate with a height of opening that's customizable."   https://insideevs.com/news/402992/tesla-model-y-size-weight/   MIIT VERIFIES XPENG P7 EV RANGE OF 706 KM (439 MILES) NEDC "China’s Ministry of Industry and Information Technology of China (MIIT) has verified Xpeng’s P7 electric sports sedan’s driving range to be NEDC 706 km (439 miles). It is the longest range among electric vehicles available in China." says Green Car Congress: "The XPENG P7 model listed in the MIIT announcement is the RWD version, with 196 kW maximum power, 390 N·m peak torque and 12.5 kWh/100km power consumption. The P7 is built on the Smart Electric Platform Architecture platform (SEPA). The Xpeng P7 is equipped with the latest generation of a prismatic battery pack with 80.87 kWh capacity and an energy density of 170 Wh/kg. It integrates an electric motor, transmission and control system in its high-performance 3-in-1 electric drive system. The Xpeng P7 will be officially launched and delivered to the Chinese market in 2Q 2020."   https://www.greencarcongress.com/2020/03/20200307-p7.html   BYD TO BRING FIRST FLEET OF PURE ELECTRIC TRUCKS TO ECUADOR BYD announced the recent signing of a deal to bring the first fleet of electric trucks to Ecuador. On February 21, representatives from heavy-duty transport company Transcarsell and BYD Ecuador signed a contract for the acquisition of 20 electric trucks capable of transporting large multimodal containers. The first truck will be delivered in August 2020, and the rest in 2021. The heavy-duty pure electric truck is equipped with world-leading lithium iron phosphate (LFP) batteries that have a lifespan of 15 years and a range of 150 kilometers on a single charge, complementing the truck’s integrated drive shaft and a unique control system developed by BYD. The electrohydraulic power system greatly facilitates steering and gives them a load capacity of 31.5 tons.   SPANISH PLUG IN SALES "The Spanish plug-in market continues on fire, hitting 2.912 units in February, up 96% YoY, this market second best result ever, after the record 3.265 units registered in the previous month of January, while looking at market share, last month reached 3%, keeping the 2020 PEV share at 3.3% (1.9% BEV), while BEVs remain the majority of sales (58%), aligned with last year result." says EV-Sales: "As for last month best sellers, the #1 Renault Zoe scored 317 registrations last month, a good result that allowed it to strengthen its leadership.  Good news also for the runner-up Peugeot 208 EV, that registered 227 units in February, allowing it to gain significant ground over its stablemate, the #3 Peugeot 3008 PHEV."   http://ev-sales.blogspot.com/2020/03/spain-february-2020.html   BENTLEY CEO THROWS DOWN HYBRID GAUNTLET TO POLITICIANS "Bentley Chairman and CEO Adrian Hallmark has thrown the challenge to UK politicians to grant hybrids a stay of execution instead of banning them along with petrol and diesel engines by 2035." reports CAR magazine: "When asked to speculate on what will happen in 2035 when the UK’s proposed ban on internal combustion engines comes into effect, Hallmark said that while the deadline is achievable, the resulting demonisation of hybrids could do more bad than good in the interim."   https://www.carmagazine.co.uk/hybrid/bentley/   QUESTION OF THE WEEK ANSWERS ED CORTEEN I would like a V to G (vehicle to grid charger) please, why? Much cheaper than having to invest in another battery, use the one you have!   Dan from Canada I would put a fast charger at the French River Provincial Park in Ontario. There are currently no fast chargers between Parry Sound and Sudbury along Ontario Highway 69.   And then..."The new Ivy charging network is planning a fast charger at Key River, near French River Provincial Park!"   KARL CRAMER I'd love L2 chargers at the parking lot of my gym. You do the thing you're supposed to do and get a decent charge when you're done. I currently have a free charger a 10 minute walk away from my gym. I know, poor me.   MARK RICHARDS I would want a 350kW charge station in downtown Denver.  I drive uber, and sometimes need a boost.  I have a Bolt now, but will likely upgrade when GM comes out with some newer EVs, so I'll be able to take advantage of the higher speeds. I hope Charge Point is doing this for one lucky listener of yours, and I hope it is me.   BILL BURGAR I'd put 100s of 3pin sockets in long term parking at airports. All sockets limited to 6 amps i.e. enough to fully charge any car over a few days or a week while you are away - very cheap to do and ensures that there are spaces with sockets for everyone with an EV. Maybe do the same but with 13amps per socket for all railway station car parks.   GIL ROSADO I think my dream charger would be a charger that plugs into a standard wall outlet. To get around the slow charge speeds, it would actually be a battery that you leave plugged in all the time. When you hook up your car to it, it uses the charge in the battery to speed up the charging. You could install this charger anywhere where there is a standard wall outlet, and should be enough to charge your car fully overnight (8-10 hours) if you are charging at home.   DARREN FINDLAY  I’d like some chargers installed at work, even a few weather proof 3 pin plugs would be good. A trickle charge is better than nothing at all! I’d also like to see chargers in all public car parks. I’d even be happy to pay more to park in an area dedicated to electric cars – it may even cut down on the ice-ing issue!   Mia Oppelstrup In response to this week's question of the week, with no concern for cost the one place I'd like a (DC fast) charger is between two US landmarks that are currently impossible to drive between in an EV: Yellowstone National Park and Mount Rushmore. There is one Tesla charger but the way it's placed you still wouldn't quite make it to the park and back to the charger. In fact I think we may really need 2 DCFC to make the route feasible.   NEW QUESTION OF THE WEEK The MYEV.com Question Of The Week…   Why do you think Tesla are quietly delivering the Model Y without the usual fanfare?   I want to say a heartfelt thank you to the 241 patrons of this podcast whose generosity means I get to keep making this show, which aims to entertain and inform thousands of listeners every day about a brighter future. 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In this fascinating episode, Griselda Lua joins to the podcast to talk about the spiritual practice of spiritual mindfulness attained through the practice of focused breath prayer. Are you ever at a loss for words in prayer? Maybe you get distracted or too overwhelmed in prayer? We are called to love God with all of our minds- but how do we do this practically? Prayer is what helps us be continually aware of the presence of God each moment of our lives and in every breath we take. Griselda teaches on the challenge of dealing with distractions & big emotions so we can effectively set our minds on God and His Truth. About the Speaker:As of 2019, Griselda has been married to the love of her life, Rafael Lua, for 24 years. They have three adventurous children: Daniel-20, Adrian-19 and Bianca-16. She’s had the amazing blessing of being reached-out to, raised-up in and is now ministering in the central area of the Los Angeles Church where she was baptized as a college student. In addition to their local ministry, Rafael and Griselda serve as the Pacific SouthWest Church Family Chairpersons and have mentored church leaders in Moscow and Mexico City. She was recently elected by the PSW as their first female delegate. Griselda is grateful to God for His mind-blowing grace & steadfast love.Episode Notes: Spiritual Mindfulness - the practice of paying attention to the presence of God in this present moment. (Giving your full attention, non-judgmentally, to where God is leading you). Jesus expressed this desires for us in John 17:20-23 NIVQ. How often do we truly stop to reflect on the actual presence of God in our lives?Q. How would our lives be different if each step we took and each breath we took was connected to the awareness of the presence of a God? Would we respond differently to conflict? Challenges? Temptation?The scriptures often call us to engage our minds:“Be still, and know that I am God”. Ps.46:10“Love the Lord your God with all your heart and with all your soul and with all your mind.”“ The mind governed by the flesh is death, but the mind governed by the Spirit is life and peace. Romans 8:6“You were taught, with regard to your former way of life, to put off your old self, which is been corrupted by its deceitful desires; to be made new in the attitude of your mind...” Eph.4:22“Set your minds on things above, not on earthly things.” Col 3:2Q. How much focused time are we really spending to train our minds? This takes intentionality. Jesus got up early to spend solitary time away from any interruptions and to concentrate on setting His mind on things above.Our bodies are connected to our minds; they are one. Each influences the other. * without concentration, getting rid of distractions and interruptions, prayer cannot bear fruit. * The fruit of prayer is peace, calm, reassurance in our faith, stability and strength, hope, connection to God himself. * prayer is not the act of submitting a request and getting an immediate answer. We all know this, but in our hearts and minds do we practice this? Q. Or do we become frustrated or discouraged when our sincere request goes unanswered?Phillipians 4:6-7 reminds us:“Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving, present your requests to God. And the peace of God, which transcends all understanding, will guard your hearts and your minds in Christ Jesus.”What do to when you are nSupport the show (https://tithe.ly/give_new/www/#/tithely/give-one-time/678206?giving_to=Woven%20In%20Truth%20Podcast)

Financial risks are adding up. Trade battles with China, the surprising vulnerability of Middle East oil supplies, the duration of Hong Kong protests, the drawn-out Brexit dilemma are all drags on business confidence and economic growth. In recognition, the Federal Reserve just cut interest rates for the second time this summer and remains on alert. Another largely unrecognized concern? In August, for the first time in history, assets in passive equity funds based in the U.S. surpassed holdings in actively managed funds. The most popular passive funds are overwhelmingly dominated by a small group of mega-cap stocks, especially the tech giants such as Microsoft, Apple, Amazon, Alphabet (Google), and Facebook. The fate of many investors’ portfolios hinges on the performance of this small group of mega stocks that have already had a record-setting run. Global value investor Chuck de Lardemelle explains how he is de-risking his portfolios including the essential role gold is playing in the process. Learn More: https://wealthtrack.com/the-importance-of-gold-in-de-risking-portfolios/ How to explain the massive global outperformance of U.S. companies’ profitability and stocks over the last decade? GMO’s Head of Asset Allocation, Ben Inker dug deep and found some surprising answers in his “2Q 2019 GMO Quarterly Letter.” --- Support this podcast: https://anchor.fm/wealthtrack/support

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