Podcasts about 60b

The Pulse of the Debt Markets — with Orest Mandzy, CRE Direct Capital market confidence is cautiously returning, but undercurrents of risk remain. In my wide-ranging conversation with Orest Mandzy, Managing Editor of Commercial Real Estate Direct, we discuss what recent CMBS issuance tells us about liquidity, why delinquency headlines may be misleading, and how sponsors can position themselves amid policy shocks and structural market shifts.   Liquidity Is Back — But Driven by Giants CMBS issuance jumped 110% in Q1 2025, totaling nearly $37 billion. While that headline suggests a resurgence of confidence, Orest clarifies that most of that growth comes from SASB (Single Asset, Single Borrower) deals – large trophy assets being financed and securitized by institutional players. These are not indicative of broad-based confidence in middle-market real estate.   To gauge true liquidity, he says, focus on conduit deals – pools of smaller $10M–$25M loans originated by banks and institutional lenders and repackaged into +/- $1B bond offerings. Robust conduit activity reflects a healthier market for everyday sponsors.   “If you've got solid conduit issuance,” says Orest, “that tells you there's liquidity in the market – not just for trophy deals.”   Rising Delinquencies: Real or a Red Herring? Recent headlines warned that CMBS delinquency rates exceeded 7%, the highest since 2021. But Orest has looked deeper into the data and sees it is far from being systemic. A handful of large, troubled multifamily loans, such as the $1.5B Park Merced in San Francisco and a floating-rate New York portfolio, together make up nearly 60% of those delinquencies. The common thread? These loans were made pre-COVID or in 2021 with floating-rate debt and now can't refinance in today's rate environment. But they're outliers, not bellwethers. Fannie and Freddie multifamily delinquencies remain under 1%, and even in CMBS, the average LTVs have been conservative.   “Multifamily looks worse than it is. Strip out the outliers and the market's still performing.”   CLOs, Banks, and the Competitive Landscape CMBS is just one lane in the broader lending freeway. Orest distinguishes it from CLOs, which are floating-rate, short-term loans used by debt funds for leverage, and from agencies like Fannie and Freddie, which underwrite more conservatively.   In 2024: Agencies originated ~$60B each CMBS did ~$40B CLOs only ~$8B – down sharply from peak years Debt funds relying on CLOs are now facing stiff competition from banks, which are back in the market after a cautious 2023. With banks accounting for 40% of CRE loan volume annually, this shift matters.   For sponsors, it means a broader set of options but also a new underwriting reality. Orest notes that while leverage is available, it's on tighter terms: LTVs in the low 60s and debt service coverage ratios near 2.0x are now standard for institutional-quality debt.   The Tariff Shock and Bond Market Jitters One of the most important takeaways: macro events like tariffs are now exerting real-time pressure on the capital stack.   In early April, CMBS bond spreads spiked from 80bps to 108bps over Treasuries as the market braced for a new round of tariffs. That spread spike pushed borrowing costs up and froze CMBS issuance for nearly 10 days – a signal of how fragile the system remains to policy volatility.  Although bond spreads have since tightened, Orest warns that risk repricing is now a function of policy headlines, not just economic fundamentals.   “Uncertainty is risk. And when investors sense more of it, they demand more yield. That makes loans more expensive and deal volume drops.”   Positive Leverage or No Leverage: Sponsor Guidance Asked what CRE sponsors and investors should be doing in the next 3–12 months, Orest's answer is clear: Seek positive leverage from Day One – don't rely on NOI lifts growth to bail you out. Consider no leverage at all if you're sitting on cash and don't want to risk default. Underwrite conservatively and turn over every rock. The deal you don't do may save you. “If you buy with positive leverage, great. If not, maybe don't borrow at all.”   Special Servicing > Delinquencies For investors and borrowers watching for cracks in the market, Orest recommends a lesser-known but more reliable signal: the special servicing rate in CMBS. Loans enter special servicing before they go delinquent, usually triggered by pending lease expirations, tenant loss, or anticipated refinance trouble. This metric has been rising and, unlike delinquencies, tends to stay elevated longer. Sponsors should watch this closely.   Local Policy Risk: The Property Tax Squeeze Orest flags an emerging risk with local governments under fiscal stress. Cities like San Francisco, where office values have cratered, still rely on CRE for a large share of tax revenue. If values fall but municipalities resist cutting spending, expect tax rates to rise, eroding asset value further.   “Where do cities go when they need money? To the deep pockets. And that's commercial real estate.”   Industrial and Insurance: Still in the Crosshairs While multifamily has absorbed most of the press, Orest highlights risk building in other sectors: Industrial may face headwinds from tariffs disrupting trade flows and warehouse demand. Insurance costs, especially in hurricane-prone areas, continue to rise, sometimes outpacing rent growth. In one example, he cited an apartment property in Tampa where gross revenue rose 50% in five years, but expenses outpaced it, limiting refinance options.   Geopolitics, De-Dollarization, and Exorbitant Privilege One of my concerns is about broader macro risks – de-dollarization, loss of U.S. financial credibility, and capital flight from Treasuries. Orest acknowledged these as tail risks but noted they're not front of mind for most market participants… yet.   Still, if foreign buyers ever pull back on U.S. Treasuries, that could cause a spike in long-term rates, forcing CRE valuations down and capital costs up. It's not imminent, but it's worth tracking.   “If China and Japan stop buying Treasuries, we've got a real problem. All bets are off.”   Final Thought The key insight from this episode: the market is functioning but only just. Liquidity is back, but it's conditional. Optimism exists, but it's fragile. And sponsors must walk a tightrope between opportunity and overextension.   Orest's advice? Borrow smart. Underwrite for today's risks – not yesterday's assumptions. And remember: your best defense in uncertain times is positive leverage and deep diligence.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Trisha Lehane – Realtor based in Scottsdale, Arizona with RE/MAX, specializing in working with Canadian buyers and sellers. Background: Originally from Canada, Trisha has lived in Arizona for 20 years. She has deep roots in Canadian provinces like Manitoba, Saskatchewan, Alberta, BC, and Yukon. Her real estate career pivoted to working with Canadians after selling a million-dollar property to a Vancouver buyer in 2008. Key Topics Covered: Canadians Selling U.S. Property Many Canadians are selling U.S. properties due to: Currency fluctuations (e.g., CAD–USD exchange rate). Rising HOA fees and living costs. Aging and changing lifestyles. FIRPTA (Foreign Investment in Real Property Tax Act): 15% of the gross sale price is withheld by the IRS. If the property is under $300K, it's up to the seller to file documents via their accountant. Capital Gains Tax: 15–20% in the U.S. Canada taxes 50% of gains at the marginal tax rate. ITIN Requirement: Required for tax filing in the U.S. Sellers need it if they don't already have one from renting out their property.

In this episode of The Hydrogen Podcast, we break down three massive hydrogen breakthroughs from around the world:

Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She says there's been less of a rotation across sectors than an expansion, and that there have already been $60B in ETF inflows since 2025 began. She also notes interest in bitcoin and financials. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jason Massey, CEO of Ndustrial, an AI-powered energy intensity platform for the $60B industrial market, and FreightWaves group lead Brielle Jaekel will discuss the cold chain challenges that are contributing to the industrial market's high energy usage including transportation costs, Scope 3 emissions, and coincident peaks. Join The Net-Zero Carbon Summit Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Massey, CEO of Ndustrial, an AI-powered energy intensity platform for the $60B industrial market, and FreightWaves group lead Brielle Jaekel will discuss the cold chain challenges that are contributing to the industrial market's high energy usage including transportation costs, Scope 3 emissions, and coincident peaks. Join The Net-Zero Carbon Summit Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are displaying a strong move to the upside this morning as expectations increase to 0.68% for a 50-basis point rate cut from the Fed Reserve tomorrow. August Retail Sales report is due out before the bell today. INTC is leading the DJIA higher after announcing a deal to provide custom chips to AMZN web services. MSFT is gaining as their board announced a $60B share buyback. A U.S. trade delegation is in route to China for talks over the recent wave of Chinese imports. Tomorrows Fed announcement is the key, pending catalyst event. After the Wednesday announcement, the focus will turn to the spending bill that is being held up in Congress. In Europe, markets are displaying gains with positive action in autos, basic resources and luxury stocks, Oil prices have turned lower with demand in focus.

Osmo is a startup that wants to give computers a sense of smell. This Google-backed company has some huge potential on its horizon- including the $60B fragrance industry and mosquito repellent. So how can this odd innovation change the world?  Join our hosts Jon Weigell and Sara Friedman, as they take you through our most interesting stories of the day. Grab the free Entrepreneurship Kit here https://clickhubspot.com/ent Follow us on social media: TikTok: https://www.tiktok.com/@thehustle.co Instagram: https://www.instagram.com/thehustledaily/ Thank You For Listening to The Hustle Daily Show. Don't forget to hit Subscribe or Follow us on Apple Podcasts so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/  Plus! Your engagement matters to us. If you are a fan of the show, be sure to leave us a 5-Star Review on Apple Podcasts https://podcasts.apple.com/us/podcast/the-hustle-daily-show/id1606449047 (and share your favorite episodes with your friends, clients, and colleagues).

Join us for an inspiring episode of the Product Podcast with David Myszewski, as we dive into his incredible journey from an Apple engineer to a leading fintech innovator at Wealthfront. David shares his unique path from Wyoming to Silicon Valley, discussing his pivotal role in launching the first iPhone.When he joined Wealthfront, the company was managing approximately $3 billion in assets. During his time at the company, he has experienced an extraordinary 20x growth, with Wealthfront now overseeing over $60 billion in assets under management.David discusses Wealthfront's innovative features like tax loss harvesting and direct indexing, which have saved clients significant amounts in taxes. He emphasizes the importance of simplifying products to meet client needs and prioritizing long-term wealth-building. We also touch on future trends in fintech, including the strategic importance of bundling services to deliver comprehensive value to consumers. Tune in to gain valuable insights from David's experiences and learn how continuous innovation and customer feedback drive successful product development. Don't miss this fascinating conversation about revolutionizing tech and fintech!Episode Highlights(00:00)

In this episode, former Albertsons executive Justin Dye shares how the grocery chain grew into a $60B+ giant through strategic acquisitions, cost synergies, and a decentralized model that empowered employees. Discover the secrets behind one of the most successful turnarounds in retail history. Learn more about your ad choices. Visit megaphone.fm/adchoices

In an interview with Lyudmila Nemyra, we discussed Putin's ultimatums, Russia's long-term plans and their consequences for international security, reaction of the West and possible scenarios for the development of conflict. Potential impact of upcoming elections in United States on ending theiswar:➤ 00:05 Putin's ultimatum, his visit to North Korea, plans and strategies. Subliminal actions of the Russian Federation are aimed at splitting the unity of the global West, consolidating the global South and influencing mass consciousness.➤ 06:50 Collective American opinion on Ukraine: 75% of Americans believe it is important for Ukraine to win the war, despite changes in perception of the current situation.➤ 11:55 Western strategy: Ukraine must not lose, Russia must not win.➤ 16:46 Putin made a mistake by putting forward an ultimatum for Ukraine and strengthening the position of President Zelensky.➤ 20:45 War vocabulary needs to be adjusted: not compromises and victory, but the real interests of the parties.➤ 21:28 Collective security system in Europe. Collective West is not ready to fight for victory over Russia.➤ 25:12 The role of real interests and/or values ​​in peace negotiations. Realistic scenario for the new collective security system.➤ 29:23 What will collective security system bring to Ukraine?➤ 34:55 Putin's ultimatum is an example of Russia's unsecured policy. War creates a demographic and economic hole that will affect many future generations.➤ 35:53 Russia and Ukraine cannot achieve political goals through war. It is necessary to look for real solutions, taking into account the interests of Ukraine, Russia and Belarus.➤ 36:59 The problem of holding peace negotiations between Ukraine and Russia.➤ 38:15 The real scenario of peace negotiations between the West and Russia is a "Grey Zone".➤ 44:07 Assessment of Russia's capabilities in the summer offensive.➤ 45:18 Weak defense of the Ukrainian army and the qualitative and quantitative advantage of the enemy in the Ocheretinsky-Pokrovsky direction of the front. Who and why in Ukraine is systematically making so terribly wrong decisions?➤ 47:48 Optimistic and Realistic scenario is a "grey zone": freezing the conflict  will avoid an endless war wit more destruction.- English translation #PrivateerStation- Originalstream in Russian: https://youtu.be/P6I6IQA1oFAOlexiy Arestovych (Kiev): Advisor to the Office of Ukraine President : https://en.wikipedia.org/wiki/Oleksiy_ArestovychOfficial channel: https://www.youtube.com/channel/UCjWy2g76QZf7QLEwx4cB46gLyudmila Nemirya (Kyiv, Ukraine): Journalist, UKRLIFEOfficial channel: http://www.youtube.com/@tv.ukrlifeTwitter: FB: https://www.facebook.com/Ukrlife.tv Telegram: ----------------------------------------------------------------------------------------------------------------------------Privateer Station on Rumble: https://rumble.com/c/c-1582435PS on YouTube: https://www.youtube.com/c/privateerstationPS on iHeartRadio: https://www.iheart.com/podcast/53-privateer-station-war-in-uk-101486106/PS on Spotify: https://open.spotify.com/show/5iEdf0Jyw1Y3kN04k8rPibPS on ApplePodcasts: https://podcasts.apple.com/us/podcast/privateer-station-war-in-ukraine/id1648603352PS on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc3ByZWFrZXIuY29tL3Nob3cvNTY0NzQzOS9lcGlzb2Rlcy9mZWVkPS on PadcastAddict: https://podcastaddict.com/podcast/4079993PS on PodChaser: https://www.podchaser.com/podcasts/privateer-station-war-in-ukrai-4860097PS on Deezer: https://www.deezer.com/us/show/4546617If you like what we do and would like to support our work, consider joining this channel: https://www.youtube.com/channel/UCT3qCbfcPbnph7QS3CPBTMQ/joinBecome a supporter of this podcast: https://www.spreaker.com/podcast/privateer-station-war-in-ukraine--5647439/support.

Noticias Económicas y Financieras Hay un famoso dicho en Wall Street llamado "Vende en mayo y vete", pero los inversores están analizando si la estrategia todavía tiene algún mérito. El enfoque de inversión postula que las acciones tienden a tener un rendimiento inferior en los seis meses hasta octubre, por lo que los inversores deberían pasar al efectivo a principios de mayo y luego comprar en una caída más adelante en el otoño. Los datos recientes que muestran una inflación superior a la deseada significan que a la Fed le tomará más tiempo ganar confianza en que las presiones sobre los precios se están aliviando de manera sostenible. Ese fue el mensaje principal que salió de la conferencia de prensa del FOMC de Jay Powell el miércoles, donde descartó los rumores de estanflación después de que el banco central mantuviera su tasa de interés clave en 5.25%-5.50% por sexta reunión consecutiva. El FOMC también decidió aliviar el ajuste cuantitativo desacelerando el ritmo de su liquidación de balances, lo que hizo bajar los rendimientos de los bonos del Tesoro. $NVO Es difícil negociar ganancias. Las acciones de Novo Nordisk cayeron más del 3% en las operaciones previas a la comercialización, a pesar de un aumento de las perspectivas gracias a los sólidos resultados del primer trimestre. El rendimiento fue impulsado por una mayor demanda de los exitosos medicamentos para bajar de peso GLP-1 de Novo, Ozempic y Wegovy, que han arrasado en la industria y han hecho volar las acciones. La farmacéutica danesa todavía enfrenta una dura competencia en el mercado de medicamentos para bajar de peso por parte de Eli Lilly $LLY, que ha experimentado una creciente demanda de sus GLP-1. Novo también advirtió sobre las continuas presiones sobre los precios de sus medicamentos para la diabetes y la obesidad, así como sobre las limitaciones y la escasez de suministro. La actividad de fusiones y adquisiciones en la Cuenca Pérmica está progresando, y la FTC está lista para aprobar la compra de Pioneer Natural Resources $PXD por parte de Exxon Mobil $XOM por valor de $60B después de que las empresas acordaron concesiones menores. Es probable que la aprobación se produzca en unos días, pero, según se informa, estará condicionada a que el fundador y ex director ejecutivo de Pioneer, Scott Sheffield, no se una a la junta directiva de Exxon como estaba previsto. El acuerdo de acciones se anunció en octubre y convertiría a Exxon en el productor más dominante de la región. Pioneer es el mayor operador del Pérmico con un 9% de la producción bruta, mientras que Exxon no lo es 5 al 6% de la producción bruta. $TSLA Tesla retira sus ambiciones de gigacasting tras los recortes de costes. OPI a la vista mientras Viking $VIK debuta un 10% por encima del nivel de precios de la OPI. $ERJ Embraer explora la posibilidad de fabricar aviones que puedan rivalizar con Boeing y Airbus.

US equities finished mixed in Wednesday trading, with the market selling off into the close, after a big post-Powell boost; Dow Jones finished +23bps, while the S&P500 and Nasdaq closed down 34bps and 33bps respectively. Fed left rates unchanged, as expected, and announced a larger-than-expected reduction in Treasury runoff caps from $60B to $25B, starting in June. ISM manufacturing index missed and moved back into contraction territory. JOLTS job openings came in lower than expected. April ADP private payrolls were ahead of consensus.

* Guest: Lowell Nelson - CampaignForLiberty.org, RonPaulInstitute.org * Lowell Attends The Utah Republican Party Nominating Convention. * Utah Gov. Spencer Cox received 32.46% of the vote from delegates during the second round of voting while Rep. Phil Lyman received 67.54%, making Lyman the winner. * In the Utah US Senate race, Trent Staggs won the nomination with 70% of the vote, while John Curtis got 30% - Curtis gathered signatures, so he will be on the Primary ballot, as will Jason Walton and Brad Wilson. * Final Nail in America's Coffin? - Ron Paul. "The US and its allies have already sent over $300B to Ukraine and the country is still losing its war with Russia. Nobody believes another $60B will pull a victory from the jaws of defeat. But this additional money is meant to keep up appearances until November at the expense of Americans who are forced to pay for it and Ukrainians who are forced to die for it." * Killing the Constitution - Andrew Napolitano. "The quintessential American right is the right to be left alone. Justice Louis Brandeis called it the most comprehensive of rights and the right most valued by civilized persons. It presumes that you can think as you wish and say what you think and read what you want and publish what you say, that you can exclude whomever you wish — including the government — from your property and from your thoughts; and that you can do all this without a government permission slip or fear of government reprisal. "This natural right is also protected in the Fourth Amendment to the Constitution, which requires a warrant issued by a judge based upon probable cause of crime before the government can invade your property or spy on you." * After Watergate, Congress passed FISA, the Foreign Intelligence Surveillance Act, "which established a secret court to do to Americans what the British had done to the colonists — issue broad general warrants, based on whatever the government wanted and not specifying the place to be searched or the person or thing to be seized. * Students Go After the Hypocrites - Eric Margolis. * What Started the War for Independence - Michael Boldin, TenthAmendmentCenter.com * "It bears repeating: The fighting at Lexington and Concord wasn't because the British army came to collect taxes. It was because of gun control."

April 24, 2024 - Power & Politics speaks to Ukraine's ambassador to Canada about whether the $60B aid package is enough to turn the tide of war. Plus, Conservative Leader Pierre Poilievre is drawing some controversy after making a stop at an anti-carbon tax protest in Atlantic Canada. We'll talk about how all this unfolded with the CBC's Karina Roman.

After Chris had president Trump on his morning radio show, he joined Sean and Grace to get fresh insight into the president's thoughts. President Trump has been making the best of his time in New York and getting lots of coverage on his appearances. The Left is trying as hard as they can to keep him off the campaign trail, including potentially missing his son's graduation in May. None of this seems to stop the president, from a hug at Chick-Fil-A to "we love Trump" outside a bodega in Harlem, he has been met with cheers and admiration from locals around the country. With a rally scheduled in Wildwood, NJ can he change hearts and minds in areas dominated by progressives? One thing is for sure, Biden's counter appearance at a WAWA went over like watching a milkshake melt in the hot summer sun. It was completely staged and still utterly miserable. The top secret intelligence report that landed $60B in Ukraine funding didn't force the same urgency from Speaker Johnson to secure our own border. President Trump thinks Speaker Johnson is in a tough spot with a razor thin one seat majority but made it clear he will secure OUR southern border as soon as he gets back in office.  Learn more about your ad choices. Visit megaphone.fm/adchoices

042224 Scott Adams Show, Ukraine Corruption, Military Industrial Complex, $60B campaign donation

Republican House Speaker Mike Johnson just got $60B approved to go to Ukraine... leaving many in his conference scratching their head on what just happened. Why are republicans angry about this when they had a deal in place that sent money AND addressed the southern border. Dave and Debbie discuss.

Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources.

Anatoly needs no introduction. He is responsible for the creation of Solana and the emergence of high-throughput, next-gen blockchains. We had the privilege of covering a very wide variety of topics with 'Toly thoughout this interview. We start with ‘Toly's childhood, background, and the origins of Solana. We then move into some of Solana's core principles and how they differ from Ethereum. This serves as a natural segue into Solana's upcoming technical upgrades, changes to its fee model, learnings from other ecosystems, and what happens after Firedancer. ‘Toly also address some of Solana's key criticisms and open questions head-on, such as decentralization initiatives and moneyness properties. This must-listen episode is the most comprehensive and up-to-date overview of the Solana blockchain from the man who built this ~$60B (and counting) from the ground-up. -        - Time Stamps (0:00) - How Toly's childhood influenced him (3:24) - Toly's route into crypto (6:15) - The origins of Solana (11:17) - Why POH's core value prop is different than originally envisioned (14:15) - Has Solana created a level playing field  for trading yet? (21:24) - Where will finance ultimately exist? (25:10) - Interplay between Sol and Eth ecosystems (27:29) - Solana's modularity (31:27) - Upgrading the fee markets (39:44) - How will Solana handle MEV over a bull market (43:46) - Is Solana ready for mass adoption? (46:27) - Next technical hurdle post Firedancer (48:52) - Integreting DePIN friendly features into the Saga 2 (51:30) - Is Crypto x AI overhyped? (58:16) - Teachings from other L1 ecosystems (1:00:42) - No 10x improvements possible over Solana's design? (1:02:02) - implications of a multi-validator client future (1:07:03) - Solana becoming an Eth L2 shared sequencer? (1:08:08) - Solana's moneyness properties (1:10:35) - When will Solana be decentralised enough? (1:15:21) - The end of the good old days? (1:16:25) - Which projects excite Toly (1:19:46) - How Toly touches grass (1:21:05) - Toly's advice for this cycle -        - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod -        - Episode Resources Follow Anatoly : https://Twitter.com/AEYakovenko

2024: To Win this War the West needs to keep increasing military aid to Ukraine and perhaps even to bring their troops to fight on the front. Why Biden's admin still holding on Billions of dollars allocated for Ukraine aid? What's the fuss with the 60B bill and why is it anything but this amount? ..A well-known economist, senior researcher at the Center for Security Policy (Washington, USA) Andrei Illarionov shared with "Ukrlife" channel his thoughts on the history, current stage and further scenarios for the development of Russia's war against Ukraine.— 21 years of Russia's war against Ukraine;— Putin's meeting in Yeisk;— Tuzla island crisis;— Three stages of war and escalation;— Scope and consequences;— Why Russia has become economically stronger;— Ratio of military expenditures and potentials of Russia vs West;— Big question is "What will happen after March 17?";— Why Putin's totalitarian regime is becoming tougher and stronger;— Record levels of Russian exports; — War intensification;— Participation of allied armed forces in the war;— What did Putin say that was really unusual in his interview with Carlson?— Additional bill to support US national security; — How many unused US funds are there for Ukraine?Andrey Illarionov on social:Facebook: https://www.facebook.com/andrei.illarionov.7LiveJornal: https://aillarionov.livejournal.comTwitter: https://twitter.com/AnIllarionovTelegram: https://t.me/andrej_illarionov- English translation #PrivateerStation- Original interview in Russian: https://youtu.be/t4xMyELESasAndrey Nikolayevich Illarionov is a Russian economist and former senior policy advisor to Vladimir Putin, the President of Russia, from April 2000 to December 2005. Since April 2021, he is a senior fellow at the non-governmental organization Center for Security Policy, which is based out of Washington, D.C. in the United States.Since leaving his role in the government of the Russian Federation, he's become a critic of Putin's administration and particularly its stance on foreign relations (as well as doctrines on energy). For example, in April 2022, Illarionov declared in a news interview that change in the Kremlin would happen "sooner or later" given that "it is absolutely impossible to have any positive future for Russia with the current political regime.Lyudmila Nemirya (Kyiv, Ukraine): Journalist, UKRLIFEOfficial channel: http://www.youtube.com/@tv.ukrlifeTwitter: FB: https://www.facebook.com/Ukrlife.tv Telegram: ----------------------------------------------------------------------------------------------------------------------------Privateer Station on Rumble: https://rumble.com/c/c-1582435PS on YouTube: https://www.youtube.com/c/privateerstationPS on iHeartRadio: https://www.iheart.com/podcast/53-privateer-station-war-in-uk-101486106/PS on Spotify: https://open.spotify.com/show/5iEdf0Jyw1Y3kN04k8rPibPS on ApplePodcasts: https://podcasts.apple.com/us/podcast/privateer-station-war-in-ukraine/id1648603352PS on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc3ByZWFrZXIuY29tL3Nob3cvNTY0NzQzOS9lcGlzb2Rlcy9mZWVkPS on PadcastAddict: https://podcastaddict.com/podcast/4079993PS on PodChaser: https://www.podchaser.com/podcasts/privateer-station-war-in-ukrai-4860097PS on Deezer: https://www.deezer.com/us/show/4546617If you like what we do and would like to support our work, consider joining this channel: https://www.youtube.com/channel/UCT3qCbfcPbnph7QS3CPBTMQ/join

2024: To Win this War the West needs to keep increasing military aid to Ukraine and perhaps even to bring their troops to fight on the front. Why Biden's admin still holding on Billions of dollars allocated for Ukraine aid? What's the fuss with the 60B bill and why is it anything but this amount? ..A well-known economist, senior researcher at the Center for Security Policy (Washington, USA) Andrei Illarionov shared with "Ukrlife" channel his thoughts on the history, current stage and further scenarios for the development of Russia's war against Ukraine. — 21 years of Russia's war against Ukraine; — Putin's meeting in Yeisk; — Tuzla island crisis; — Three stages of war and escalation — Scope and consequences; — Why Russia has become economically stronger; — Ratio of military expenditures and potentials of Russia vs West; — Big question is "What will happen after March 17?"; — Why Putin's totalitarian regime is becoming tougher and stronger; — Record levels of Russian exports; — War intensification; — Participation of allied armed forces in the war; — What did Putin say that was really unusual in his interview with Carlson? — Additional bill to support US national security; — How many unused US funds are there for Ukraine?Andrey Illarionov on social:Facebook: https://www.facebook.com/andrei.illarionov.7LiveJornal: https://aillarionov.livejournal.comTwitter: https://twitter.com/AnIllarionovTelegram: https://t.me/andrej_illarionov- English translation #PrivateerStation- Original interview in Russian: https://youtu.be/t4xMyELESasAndrey Nikolayevich Illarionov is a Russian economist and former senior policy advisor to Vladimir Putin, the President of Russia, from April 2000 to December 2005. Since April 2021, he is a senior fellow at the non-governmental organization Center for Security Policy, which is based out of Washington, D.C. in the United States.Since leaving his role in the government of the Russian Federation, he's become a critic of Putin's administration and particularly its stance on foreign relations (as well as doctrines on energy). For example, in April 2022, Illarionov declared in a news interview that change in the Kremlin would happen "sooner or later" given that "it is absolutely impossible to have any positive future for Russia with the current political regime.Lyudmila Nemirya (Kyiv, Ukraine): Journalist, UKRLIFEOfficial channel: http://www.youtube.com/@tv.ukrlifeTwitter: FB: https://www.facebook.com/Ukrlife.tv Telegram: ----------------------------------------------------------------------------------------------------------------------------Privateer Station on Rumble: https://rumble.com/c/c-1582435PS on YouTube: https://www.youtube.com/c/privateerstationPS on iHeartRadio: https://www.iheart.com/podcast/53-privateer-station-war-in-uk-101486106/PS on Spotify: https://open.spotify.com/show/5iEdf0Jyw1Y3kN04k8rPibPS on ApplePodcasts: https://podcasts.apple.com/us/podcast/privateer-station-war-in-ukraine/id1648603352PS on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc3ByZWFrZXIuY29tL3Nob3cvNTY0NzQzOS9lcGlzb2Rlcy9mZWVkPS on PadcastAddict: https://podcastaddict.com/podcast/4079993PS on PodChaser: https://www.podchaser.com/podcasts/privateer-station-war-in-ukrai-4860097PS on Deezer: https://www.deezer.com/us/show/4546617If you like what we do and would like to support our work, consider joining this channel: https://www.youtube.com/channel/UCT3qCbfcPbnph7QS3CPBTMQ/join

What the NYT had to say about Trump vs Haley, more on deaths caused by illegals, how about $60B more for Ukraine, Shawn from Phil's Garage Door, Alan from Duluth on caucus day tomorrow, Trump has appealed his fraud ruling in NY, Chris Dahlberg, and more...See omnystudio.com/listener for privacy information.

AlabamaSen Tuberville decries bill that sends $60B to Ukraine on top of $120 BAG Marshall not on board with gambling bill being presented in AL HouseAnti-ballot harvesting bill to head to state senate floor after passing houseCoffee county is given $12 M in damages for injuries sustained at workJoint letter from Baptist leaders voices strong opposition to gambling billNationalChair of Senate Intelligence alarmed by Biden's new Tik Tok account2 US senators want answers over 9 boxes unaccounted for in SC Hur reportLakeland church shooter was man dressing like a woman at time of shootingTrump attorneys ask SCOTUS to stay a lower court decision on immunityJudge in GA moves forward with hearing on disqualifying DA Willis from caseTrump plans to be part of hearing in Fulton County this coming Thursday

Sokwoo Rhee is the EVP at LG Electronics and the Head of LG's North America Innovation Center, LG Nova. From serving as a Presidential Innovation Fellow at the Whitehouse to leading groundbreaking IoT and smart city initiatives, Sokwoo brings a wealth of experience driving innovation forward. Today, we discuss why external innovation is important for a $60B+ revenue company, how to justify external innovation to internal stakeholders, and why growth and disruption insurance go hand in hand. We also dive into the LG Nova Commercial Accelerator Program.

Today's Post - https://bahnsen.co/4bqijHA Markets traded modestly higher following global markets, particularly China, where broad indices closed higher by over 3%. Markets in China have given up over $7T in market value since peaking in March of 2021, and last night's move had less to do with actual news than I think it just did with an oversold bounce on potential stimulus. I do suspect there will be more from the government there to stimulate the economy and a severely over-levered real estate market sooner rather than later. Slower growth in China, means less Yuan to recycle back in US Treasuries, as that share of ownership continues to decline. There are still plenty of long-dated liabilities that need to be funded domestically with pensions and insurance companies and the like, but the supply this year will be massive with $8.9T in maturing Treasuries. Add on another $1T or more in deficits, and we will need to see over $10T absorbed in markets this year. This, along with the fact that government interest payments have already doubled from $350B in 2021 to now $700B, just has me skeptical that the Fed will continue to sell $60B a month with QT for a whole lot longer. It was less of a data-driven market day, other than a host of Fed President comments, which I will sum up to effectively ‘…yeah, what he said…' reiterating Powell's Fed policy comments last week about more time needed with rates. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they're speaking with General Atlantic Chairman and CEO Bill Ford. After the firm's latest acquisition of Actis, General Atlantic will have $100B under management. Since inception, the firm has deployed $60B into over 500 companies, including Uber, Airbnb, Etsy, Mobileye, Chime, and TikTok parent ByteDance. Ford sits on the boards of BlackRock and Bytedance and shares his perspective on the global energy supply and US concerns about Chinese technology.  In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

AlabamaTuberville honors Enterprise graduate who died in attack at NAS in PensacolaGov. Ivey announces that German appliance manufacturer coming to  OpelikaState lawmaker pre-files bill that prohibits state from mandating masksAMCC has yet another lawsuit filed against them following 3rd licensing roundAttorney for Pickens county man will file lawsuit following police tasingDebate coming in January between two AL congressmen vying for same seatNationalSenate GOP blocks $60B in aid to Ukraine from Joe BidenFL congressman says  McCarthy's departure from Congress is a coward's exitHouse passes censure resolution against Democrat who pulled fire alarm leverTrump attorneys plan to appeal after DC judge rejects immunity argumentLost dog in CA is found stuck 25 feet up an angled tree, safely brought down

Guest - Richard Battle Conservative Author and Commentator   Headline - Mass shooting in Maine   1) 18 dead and killer at large. Certified Fire Arms instructor with mental health issues.   2) Mike Johnson of Louisiana elected Speaker - Fabulous initial speech focus on Debt, Border security and aid to Israel   3) U.S. GDP rose 4.9% in Q-3.  All indications are leading to a slow down as interest rates remain elevated.   4) Israel tests ground invasion into Gaza as daily bombings to kill terrorists continue. Rocket hits Tel Aviv. Hamas traps and blocks Palestinians from leaving.   4A) Biden and Netanyahu confirm Israel will decide on the invasion time line not the U.S.   5) Iran drone attacks against U.S. military personnel continue in middle east.  Why has our government not responded tot he Iranian actions?   5A) Iran foreign reserves now $60B versus $4B when Trump left office. They have gone from selling 400K barrels of oil a day to 3M under Biden.  Why is this happening?.Appeasement DOES NOT work.   6) 40 FBI confidential sources confirm Biden crime family activity.  Cover up - Grassley   7) Will liberal Jews finally abandon the left after their atrocious actions and votes?   8) UFC announces Bud Light deal and the boycotts and protests begin.  When will they ever learn?   9) Jamaal Bowman pleads guilty to pulling fire alarm in capital.  What a dumb ass.   10) Ca Gov. Newsome in China to meet XI

Biden wants multiple wars, $60B to Ukraine. Middle East shuns POTUS. Brazil ceasefire.

Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, UCL Centre On US Politics Co-director, says Israel faces a challenging path forward as they respond to the attacks by Hamas. Torsten Slok, Apollo Global Management Chief Economist, says the Fed is succeeding with their tightening and that the economy is moving towards a faster slowdown. Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, says markets can rip from here and sees a 4,600 S&P by year-end. Alix Steel, Bloomberg News and Julian Lee, Bloomberg News, discuss Exxon to buy Pioneer for $60B.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

S&P Futures are slightly higher this morning ahead of this morning labor report. Estimates are wide between 160,000 to 189,000 for the nonfarm payrolls number with the jobless rate ticking down to 3.7%. Exxon is said to be close to a deal to takeover Pioneer National Resources for $60B. Automaker and the UAW may be making progress. In Europe, stocks are higher this morning. Oil futures are flat to higher but remain on track for a significant weekly loss.

Natural Cycles just got FDA approval for hands-free birth control — Simply by wearing an Apple Watch, this app tells you when you're fertile.Disney is struuuuggling right now, so it's splurging $60B on its most profitable business: theme parks — We call it “The Mickenomic Stimulus Plan.”And Elon just said he will require all users to pay a small monthly subscription to use X (aka Twitter) — That'd make it the first major social network behind a paywall.Sponsor link: drinkag1.com/tboy$AAPL $DIS $NFLX Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Paul Lane and Marc Fandetti discuss inflation or recession? CEOs will decide next month. American labor's real problem is it isn't productive enough. Dan Griggs, Oceanfirst Bank Boston Regional President, joins the show to chat about economic growth in the Greater Boston area. Amazon and Taget adding thousands of workers a head of holiday season. America's biggest landlords can't find houses to buy either. Disney to invest $60B in theme parks and cruises over the next decade. Fed-up consumers are increasingly going after food companies for misleading claims. Max streaming service unveils $9.99-a-month sports tier with NBA and MLB games.

This week in the China Shop, Anthony Fatseas (host of WTFinance) drops by to talk about the Consumer Sentiment report and the escalating chip wars with China. In Stock News, the UAW strikes begin for the Big Three and London's ARM hits a $60B market cap after a successful IPO. Over in the Crypto Corner, a look at Binance's timeline does not paint a rosy picture for the exchange and FTX gets approval to sell $3.4B worth of crypto holdings. After managing to short the only green stock last week, Kyle let's Anthony take the lead in this week's bet pick.Check out Anthony's podcast, Conspiracied History here!Check out the merch in the China Shop shop here!If you like our show, please let us know by rating and subscribing on your platform of choice! Should you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising and help you find more friends (or to replenish the Bet account), then you can donate here!SponsorshipsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 36 states, if you need anything mortgage-related, reach out to her at SPullen@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta in our free discord server as well!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**To contact us, you can email us directly at 2bulls@financialineptitude.com Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! Links:Consumer Sentiment Drops in SeptemberRay Dalio Says to Hold Cash for Now??House Republicans Demand Full Huawei SanctionsUAW Strikes Begin at Big ThreeARM IPO Valuation Tops $60BFTX Approved to Liquidate $3.4B in Crypto to Pay CreditorsGrayscale Urges SEC Approve Spot BTC ETF After Court WinDiscord:https://discord.gg/Q8hft2zMTMLearn More Here***Send us your mailing address so we can send you a smash it yourself mug when you join!***Friends of the Show:TRADEPRO AcademyVanta TradingMindMuscles AcademyOrderFlow LabsBeginner Stuff:Beginner EpisodesMiniseries PageKnowledge CenterResourcesAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Take the weekly news quiz: Go.tboypod.comSubscribe to the daily newsletter: tboypod.com/newsletter- MGM has been hacked so badly that the hotel keys cards don't work — We think the solution to ransomware attacks is “The Liam Neeson Doctrine.”- The biggest IPO on Wall Street in 2 years is Arm computer chips — The stock surged 25% to a $60B valuation because its computer chips are the coolest in the world. (Literally).- And the largest chain of British pubs is launching Surge Pricing for Beer — So we're looking at the economics of Happy Hour.Sponsor link: Mudwtr.com/TBOY$ARM $NVDA $AAPL $CZR $MGMSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CertaPro Painters has been recognized as the #1 painting company franchise in North America by Entrepreneur Magazine as a part of its annual Franchise 500 ranking. Additionally, the brand has recently made the prestigious Franchise Business Review Top 200 list for franchisee satisfaction. These recognitions come at a time of steady growth for the brand, as it is projected to reach $1B in revenue by the end of 2023. CertaPro had a smooth finish to 2022, locking in four new territory signings, and rounding out the year with 25 existing location resales.  With the painting industry being valued at $60B there is plenty of room for growth, and the brand is looking to sign 25 territory agreements in key markets across the United States and Canada this year. The service industry remains a strong sector in franchising, and CertaPro has a lasting and growing legacy in the category. Today's guest is Michael Stone, President and CEO of CertaPro Painters. We chat about how CertaPro is dialed in on growing with new franchises and how the proven business model paired with a low initial investment can lead for a high return for its franchisee and the success of the locations that maintain its massive footprint.   Key Takeaways: [1:57] - CertaPro has received very high accolades in the industry. [2:43] - Michael shares his background and how he got into the franchise world. [5:15] - There are a lot of different types of franchises. CertaPro is service-based. [6:41] - CertaPro isn't looking for people driving a van around to paint. They have professional office spaces and are looking for leaders. [8:24] - Michael explains that the ideal operator isn't necessarily in the painting industry, but they typically have good management and leadership backgrounds. [10:27] - CertaPro Painters is the largest painting company in the United States. [13:08] - Networking is important and service providers offer a lot of referrals. [14:50] - Michael describes the experience in completing virtual estimates and the system they created during Covid. [17:10] - CertaPro Painters has a great relationship with Sherwin Williams. [20:01] - When team members and franchisees are given the right tools, they will be able to build relationships with clients. [24:27] - CertaPro has a detailed process that ensures both the franchisee and client are satisfied. [28:05] - The industry has a lot of opportunities and CertaPro has a lot of franchising opportunities to build a business. [29:27] - Michael shares the goals for CertaPro Painters franchising for this year.   Mentioned in This Episode: CertaPro Painters Website CertaPro Painters Franchise Site

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.On this week's show, we're excited to have Hernan Kazah, Co-Founder and Managing Partner of Kaszek, one of the largest Latin American firms with nine funds under management. The firm launched in 2011 and over time they've made early-stage investments in companies such as Nubank, QuintoAndar, Kavak, Creditas, and Nuvemshop.Before becoming an investor, Hernan Co-Founded MercadoLibre in 1999, an online auction and e-commerce platform that later went public in 2008. At a market cap today of over $60B, the company represents one of the great entrepreneurial successes in the region. During our conversation, we spoke about the growth of Latin America, making the shift from a company builder to a full-time investor, and how founders and investors should think about the capital-scarce market we are navigating today.A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and X.About Hernan Kazah:Hernan Kazah is the Co-Founder and Managing Partner of Kaszek Ventures. Hernan has overseen Kaszek's growth into the largest venture capital firm in Latin America. It has invested in more than 100 startups and is known for its ability to spot the next tech talent and hands-on approach.Prior to investing, Hernan Co-Founded MercadoLibre, the most successful "from-garage-to-Nasdaq" startup story in Latin America to date, and one of the largest technology companies in the region.He has a BA from the University of Buenos Aires and an MBA from Stanford.In this episode we discuss:(02:57) Hernan's journey into tech and investing(04:39) Lessons from MercoadoLibre that he wanted to apply in building Kaszek(10:38) Why he decided to move to venture in 2011(14:11) The long process of building an LP base with an unproven theory(20:21) Advice and mentorship Hernan sought out prior to starting Kaszek(24:56) How Hernan manages his time to help his portfolio(28:57) Comparing the market of 1999/2000 with today's market(36:04) What it means to support founders(42:33) Why Hernan is mostly handsoff in his portfolio companies(46:50) How to have tough conversations with founders(48:10) The best career advice he's recievedI'd love to know what you took away from this conversation with Hernan. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco's portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco's challenges are most decidedly not product breadth and depth, rather the company's mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers. In this Breaking Analysis and ahead of Cisco Live US, we dig deeper into Cisco's business and double click on three key areas of its portfolio including: 1) Security; 2) Networking; and 3) Observability. With spending data from ETR and a guest appearance from SiliconANGLE contributor and market watcher Zeus Kerravala, principal at ZK Research. Is Cisco a buy? https://www.investors.com/news/technology/cisco-stock-buy-now/Gartner MQ on observability & APM:https://www.honeycomb.io/gartner-magic-quadrant-apm-observability-2022Cisco's most recent earnings transcripthttps://www.fool.com/earnings/call-transcripts/2023/05/17/cisco-systems-csco-q3-2023-earnings-call-transcrip/Cisco financial slide deckhttps://seekingalpha.com/article/4605527-cisco-systems-inc-2023-q3-results-earnings-call-presentation

This episode of Winning IR explores the challenges faced by IROs and issuers in new and emerging industries. Leah Gibson, Vice President, Investor Relations & Strategic Communications at Cybin Inc., joins Mark Fasken to share her perspective from transitioning from a traditional biotech company to one developing treatments derived from psilocybin, a Schedule 1 Substance in the US.Listen to the episode or read the transcript to learn more about:The similarities and differences between  IR for traditional and emerging companies.How to address gaps in investor education.Managing the risks and challenges associated with early stage companies. How to manage communication with diverse audiences, including retail investors.Strategies for staying abreast of changes in a dynamic industry. How to successfully engage with an audience of retail investors.How does being in a tightly regulated industry affect your IR strategy? What is the most important thing for an IRO representing an emerging industry to know?About our Guest:Leah Gibson is a life sciences investor relations leader with nearly two decades of experience in corporate and shareholder communications, and business strategy development. She has worked with small-, mid- and large-cap publicly traded biotechnology companies in North America, including a $60B large-cap U.S. biotech focused on creating transformative medicines for serious genetic diseases.Connect with Leah on LinkedIn here.Winning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir

EXLService (EXLS) is a data analytics company. CEO, Rohit Kapoor discusses EXLS's recent company growth. He notes that EXLS's revenue is up 26.8% year-over-year and expects FY23 revenue of $1.56B-$1.60B. He talks about how businesses can enhance their customer experience and can create operational efficiency and reduce your costs. He mentions that this benefit is something which every single company wants to drive towards in today's environment. Tune in to find out more about the stock market today.

Royal Caribbean's (RCL) earnings report continues to confirm strong cruise demand following a record wave season, says Ivan Feinseth. He and Jamie Katz discuss RCL as it sails after earnings. Jamie notes that RCL is set to general record yields and EBITDA levels in 2023. They also talk about how Morningstar has a $80 fair value estimate on RCL. They note that RCL's revenue came in at $2.60B versus an estimated 2.60B, and RCL sees FY23 capex at approximately $4.1B. They then compare RCL to other cruise line stocks including Carnival (CCL) and Norwegian Cruise Line (NCLH). Finally, they go over the outlook for cruise lines in 2023. Tune in to find out more about the stock market today.

Court Lorenzini is a true serial entrepreneur. With several successful exits under his belt, including building one company with a market cap of over $60B, he has certainly created an impressive portfolio of startups. His latest venture, MetaBrite, has attracted financing from top-tier investors like Duke Angel Network, Camp One Ventures, and Acorn Ventures.

COP27 ended with a historic agreement on loss and damage, but other major challenges remain — including the gap that has long existed between energy needs in Africa and the funding that the continent receives. As the “Africa COP” comes to an end, Akshat speaks with two experts about the continent's unique financing challenges: Rebekah Shirley, director of research, data and innovation at the World Resources Institute Africa, explains the “chicken and egg problem,” and IFC Managing Director Makthar Diop, who talks about the institution's strategy for reaching $60B in funding by 2025. We're also joined by Bloomberg News editors Siobhan Wagner and Will Kennedy to discuss what happened on the sidelines of COP27.  Read a transcript of this episode, here. Zero is a production of Bloomberg Green. Our producer is Oscar Boyd and our senior producer is Christine Driscoll. Special thanks to Kira Bindrim and Stacey Wong. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/greenSee omnystudio.com/listener for privacy information.

IN THIS EPISODE, YOU'LL LEARN:17:01 - Bill's early crucibles that helped him evolve into an empathetic leader. 30:25 - How to find your own True North and how to determine whether a company's leader is following their own.27:26 - How Bill took Medtronic to $60B while cultivating an inclusive culture.34:25- Why Bill set a 10-year term limit for his time at Medtronic.37:12 - CEO's that handled the pandemic the right way including Satya Nadella of Microsoft, Mary Barra of GM, Corie Barry of Best Buy and others.52:42 - Teaching Tracy Britt Cool at Harvard, who became Warren Buffett's protege.54:21 - Where CEOs go wrong.And much, much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTrue North Book.Bill George's Website.Trey Lockerbie Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.When you want to be a better problem solver, therapy can get you there. Get 10% off your first month with Betterhelp today.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Whether you're exploring ways to manage volatility, seeking income and diversification opportunities, or looking for tax management strategies- Invesco has over 200 ETFs to help you meet your financial goals. Visit invesco.com for a prospectus with this information.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Send, spend, and receive money around the world easily with Wise.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.More wealth, more purpose, or making more of a difference? Commonwealth Private helps you create more of yours - with exceptional service and experts who meticulously tailor opportunities for you.Launch your thing into the spotlight and start selling anywhere with Shopify.In a world of probabilities, trade the possibilities with Pepperstone.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Start building a portfolio of alternative farm and timberland assets with AcreTrader.Get personalized, expert advice that helps you see things clearly with ATB.Find an advisor who's invested in you with iA Financial Services Inc.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's September 12th. You're listening to the President's Daily Brief. Your morning intel starts now. ------ For years we've heard about dirty oil, dirty coal, and dirty natural gas. All dirty because of their environmental record, plus their tie to foreign dictators.  Well today begins a five part series on Dirty Green. We'll explore the debate of whether renewable energy is really the picture of purity that we are so often told or whether there are dirty secrets to the environment and connections to dictators abroad. Today, we kick off the series exploring solar panels. That's coming up. As always, I'm keeping an eye out for developing stories. Put this one on your radar. An important update on the War of Attrition in Ukraine — one about recent battles, and a second about a $60B bill that you're going to have to pay. And finally, the last thing before I let you go. Question from a listener who says she doesn't know much about international affairs but wonders if we can do more to hit Russia's pocketbook. ------ Please remember to subscribe if you enjoyed this episode of the President's Daily Brief. Email: PDB@TheFirstTV.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's word of the day is ‘6' as in the number 6 as in jersey number 6 as in Bill Russell as in the NBA has announced that Russell's jersey will be retired by the league. Why? Now don't go grabbing the pitchforks. Let me explain. 19 players in the league currently where that jersey number. 13 years ago the NBA named the Finals MVP after him. Why do we wait to honor people? Russell was honored once before, but why couldn't this happen when he was here? (13:45) What's going on with the Denver Broncos? Rob Walton and his $60B has bought the team, been approved, and now he's here to be different. Or is he? (22:55) Review: Trainwreck - Woodstock 99. (29:35) What's the latest on Kyrie Irving? Probably nothing great! (34:00) Antonio Brown made a post on twitter. Everyone thought it was real (ME) and it turns out it was fake. I got got. (37:55) NPPOD.  To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The Federal Reserve has signaled that they're going to be increasing the rates in 0.5% increments at the upcoming rate setting meetings. The market accordingly has priced in 0.5%, 0.5%, 0.5% for the next three meetings instead of ¼ ¼ ¼ as had been the previous guidance. Over the past two years, the biggest buyer of US Treasuries has been the federal reserve itself. In addition to the rate increase, the Fed is also pledging to reduce its balance sheet by $95B a month each month. Of that, $60B will be in US Treasuries and $35B will be in mortgage backed securities. The reduction in mortgage backed securities will mean that banks will have fewer places to sell their loans to get them off their balance sheets. That might result in a lower liquidity mortgage market in addition to higher interest rates. The US Federal debt is over 28.4 T in debt. The vast majority of that printed in the past decade. That comes to $86,000 in debt for every man woman and child in the US. That comes to 137% of GDP. US Treasuries are issued by the Department of the Treasury, under treasury secretary Janet Yellen, who used to be Fed Chair in the Obama administration. So far at interest rates near zero, servicing that debt has not been a problem. But let's imagine if interest rates were to increase to 6%. That's not so far fetched when you consider that inflation has been running above 8%. If that were to happen, in a matter of a couple of years, nearly 50% of the US debt would reprice at a much higher interest rate. In fact 72% of US debt would reprice within 5 years. Let's imagine that in a few years time, the cost of servicing the debt rises to 6% of the roughly 30T in debt. That means spending nearly 2T in just interest payments. Well the entire revenue for the US government was only just over 4T last year. They spent 6.82T. All of this was funded by the issuance of treasuries. The biggest customer for those treasuries was the Fed itself. Now if the Fed is going to shrink its balance sheet as publicly stated, they are going to be retiring debt from the Fed's balance sheet. Not only is the Fed not going to be buying more of the US debt. But they are now net seller's of debt into the market in direct competition with the Treasury to place those bonds. The Treasury is having to sell bonds their bonds at lower prices, which means higher yield in order to compete with this new competitor selling into the market. If the stock market crashes, then it may change the dynamic. In the event of a stock market crash, we will get some amount of flight into the supposed safety of the bond market. If the stock market crashes, then the Fed will worry about a recession. That would precipitate a reversal of policy at the Fed. If the bond market crashes, causing rising rates across the board, then a stock market crash is inevitable. The Fed and other central banks will continue to raise rates, and we will see rising yields until we see a bond market crash, or a stock market crash. Fed policy has played a major role in market liquidity over the past ten years and the past two years in particular. The financial markets are behaving like a drug addict, completely addicted to the next hit of crack cocaine. But like any addict, the hits need to be more and more potent to have an impact. If you remove the injections of cash, then the markets go through withdrawal. We still have inflation. We still have high interest rates, and we still have economic contraction. I defy anyone to make a case with confidence that 2022 will be a year of economic growth. We have continuing supply chain disruptions due to the pandemic. We have rising interest rates. We have runaway inflation. We have war induced global supply chain disruptions. For this reason I predict a stock market crash, recession, and a reversal of monetary policy.