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Sam Vadas discusses PPI data coming in cooler than expected reshaping inflation concerns. She also touches on investors rotating into Chinese ADRs.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
This week's Market Friday recap covers IPOs, ADRs, international investing, crypto regulation, geopolitical risk and the continued AI industrial revolution.Our term of the day is IPO, which stands for initial public offering. SK Hynix was already publicly traded in South Korea, but the company completed a massive U.S. public offering of American Depositary Receipts and began trading on the Nasdaq.An ADR, or American Depositary Receipt, is a U.S. traded security that represents shares of a company based outside the United States. ADRs make it easier for American investors to invest in foreign companies through U.S. markets and in U.S. dollars.SK Hynix is one of the largest memory chip companies in the world and a major supplier of the high bandwidth memory needed to power AI data centers. The stock jumped roughly 13% during its first day of U.S. trading, showing just how much investor demand remains for companies connected to the AI buildout.South Korea is also home to major global companies such as Samsung and LG, although not every foreign company is available to U.S. investors through the same ADR structure.International stocks do not always move in the opposite direction of U.S. stocks. However, owning companies across different countries can provide diversification because different economies and markets may lead at different times. International stocks outperformed U.S. stocks during 2025, but during a major global crisis, correlations often increase and markets around the world can fall together.We also explain the Peter Lynch term “ten bagger,” which describes an investment that grows to ten times its original value. Investors who select individual companies are searching for exceptional long term winners, but they also accept greater company specific risk. Investors who purchase an S&P 500 index fund are instead relying on the long term growth of hundreds of major companies without needing to identify the next ten bagger.Circle also received approval to establish a national trust bank. This does not mean Circle is becoming a traditional consumer bank with checking accounts, loans or rewards for depositing crypto. The new bank will initially focus on digital asset custody and strengthening the regulated infrastructure supporting USDC.Finally, we discuss renewed conflict involving the United States and Iran. Markets did react during the week, but they continued to show impressive overall resilience. Investors appear focused on whether the conflict becomes a larger and more lasting economic event, particularly through oil prices, inflation and the Strait of Hormuz.Barring a major escalation in global conflict, 2027 could be an incredible year for businesses, technology and the markets. The AI industrial revolution is no longer something coming in the future. It is already here and happening now.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.
Business and finance news from the Asia-Pacific. SK Hynix Inc. raised $26.5 billion in its American depositary receipt offering, as the South Korean memory chipmaker powered through volatility to deliver the largest ever US first-time share sale by a foreign company. The company sold 177.9 million ADRs for $149 each, according to a statement confirming an earlier Bloomberg News report. Each ADR is equivalent to a 10th of a Seoul-traded common share. At $26.5 billion, the offering tops Alibaba Group Holding Ltd.'s US debut to become the third biggest listing in history, according to data compiled by Bloomberg. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities. And for more analysis on SK Hynix, Bloomberg TV host Shery Ahn spoke to Brendan Burke, Research Director, Semiconductors, Supply Chain & Emerging Tech at the Futurum Group.See omnystudio.com/listener for privacy information.
In this episode, we provide a short business development update, cover the team dynamics between Maya and THORChain, discuss how to streamline and improve the ADR process, and finish off with a short Moca update.Swap now https://swap.thorchain.org/ THORChain is a decentralized crypto exchange. THORChain is the first and biggest DEX for Bitcoin. You can use any self custody wallet to swap and there's no KYC required.Timestamps:00:00:00 Intro00:02:00 Randy BD update: ShapeShift and Symbiosis00:07:00 Aaluxx breaks down how Maya Protocol and THORChain devs are allocated00:10:00 Some work is shared between protocols00:11:00 Was Maya Protocol affected by the same exploit as THORChain?00:16:00 Learning opportunities from the exploit00:18:00 Aaluxx talks about the moment the exploit happened00:22:00 Version 3.20 will be pushed early — meeting tomorrow00:25:00 Zcash update: Timeline?00:29:00 Eric asks how all the developers coordinate00:32:00 Anyone can contribute to GitLab00:33:00 What did the devs do during the slow moments around Step 5?00:36:00 What can we do to improve the ADR process?00:39:00 ADR system design discussion00:42:00 ADRs should not be gatekept00:43:00 Everyone is working as hard as possible — bandwidth is tight00:44:00 ADR numbers could be granted through Make Relay00:45:00 You do not need an ADR to submit code to GitLab00:47:00 Anything else you'd like to mention, Aaluxx?00:48:00 "I am not a developer" — Aaluxx00:51:00 MOCA going live by next Monday?
Hoy hablamos de ChatGPT Work y GPT-5.6 como salto hacia agentes que ejecutan trabajo real, del nuevo Muse Spark 1.1 de Meta compitiendo en programación agéntica con precios agresivos, de la gigantesca oferta de ADRs de SK Hynix en plena fiebre por memoria para IA, de las manos táctiles de NEO y de un mini universo cuántico con átomos ultrafríos para estudiar cómo podría emerger el tiempo.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord
What happens when the biggest trends shaping short-term rentals don't come from within the industry at all? In this special midyear outlook, Jamie Lane and Bram Gallagher unpack the economic forces influencing STR performance—from inflation and interest rates to international travel and changing consumer behavior—and explain what hosts and property managers should be watching for during the second half of 2026.While the year hasn't unfolded exactly as forecasted, the fundamentals remain encouraging. The conversation explores why occupancy has been slower than expected, why ADRs have held up better than anticipated, and how geopolitical events unexpectedly delayed the next wave of STR supply growth. Jamie and Bram also break down the booking trends they're tracking most closely, including shorter trip lengths, last-minute booking behavior, and shifting traveler confidence.The episode closes with a forward-looking discussion about why existing operators may be entering one of the strongest competitive positions they've seen in years. From luxury versus budget performance to the continued strength of larger homes, this conversation is packed with practical insights to help hosts make smarter decisions as market conditions continue to evolve.You don't want to miss this episode!In this episode, you'll learn:Why the second half of 2026 is expected to outperform the first and what easier year-over-year comparisons could mean for occupancy.How inflation, interest rates, and consumer confidence are shaping travel demand—and the economic indicators every STR operator should monitor.What changing booking behavior reveals about today's traveler, including shorter stays and continued last-minute reservations.Why existing operators continue to have an advantage, with stronger pricing power despite slower-than-expected supply growth.Which property types are winning in today's market, and why larger homes and premium experiences continue to outperform.Sign up for AirDNA for FREE
Alibaba shares posted their largest one day gain in ten months as investors showed greater confidence in the company's earnings outlook. The company operates Taobao, Tmall, Cainiao, Alibaba Cloud, and international platforms such as AliExpress and Lazada. Leadership under CEO Eddie Wu and chairman Joseph Tsai continues to manage a multi unit structure announced in 2023. Earnings expectations focus on consumer demand, advertising, marketplace fees, logistics, cloud utilization, and capital return. The rally influences allocations in China tech funds and US listed ADRs and shapes decisions for merchants, suppliers, and cloud customers. Stakeholders are watching guidance on GMV, advertising demand, cloud margins, capital expenditures, and any changes to seller programs and logistics service levels.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Chinese memory-chip-related stocks surged on Monday, led by Shenzhen Longsys Electronics Co Ltd, partly as investors reacted to the impending US listing of South Korean memory chip giant SK Hynix.周一,存储芯片板块相关个股全线大涨,深圳江波龙电子股份有限公司领涨,部分原因是投资者对韩国存储芯片巨头 SK 海力士即将赴美上市作出提前反应。Longsys jumped as much as 13 percent in early trading before consolidating gains to close at 681.8 yuan ($100) in Shenzhen. Other memory chip stocks followed suit. CECport hit the daily upside limit, while companies such as JCET advanced.江波龙早盘最高涨幅达 13%,随后涨幅收窄,最终在深交所收报 681.8 元(折合 100 美元)。其余存储芯片个股同步走强,华天科技封住涨停,长电科技等企业股价走高。The sector's momentum was amplified by SK Hynix's upcoming Nasdaq debut. The chipmaker is set to debut on Friday, raising approximately $29 billion in what could be the largest-ever US IPO by a foreign company, Bloomberg reported.彭博社消息,SK 海力士即将登陆纳斯达克进一步推升板块热度。这家芯片企业定于本周五挂牌上市,募资规模约 290 亿美元,有望创下境外企业赴美 IPO 融资规模历史新高。The listing, to be conducted through American Depositary Receipts, or ADRs, under the ticker "SKHY," aims to bridge the valuation gap with US rival Micron Technology.本次上市将以美国存托凭证(ADR)形式开展,股票代码 SKHY,此举意在缩小其与美国竞品美光科技之间的估值差距。The timing coincides with explosive growth in the memory chip market. Market research firm Gartner said global chip sales are expected to approach 9 trillion yuan in 2026, up 64 percent year-on-year, with memory chip sales estimated at around 4.3 trillion yuan.此次上市恰逢存储芯片市场爆发式增长周期。市场研究机构高德纳表示,2026 年全球芯片销售额有望接近 9 万亿元,同比增长 64%,其中存储芯片市场规模约 4.3 万亿元。Market researcher TrendForce's latest memory pricing survey said the DRAM market will see extremely tight supply in the third quarter, with contract prices expected to rise 13 to 18 percent quarter-on-quarter. NAND Flash contract prices are likely to increase 10 to 15 percent quarter-on-quarter.集邦咨询最新存储芯片报价调研显示,三季度 DRAM 市场供给将极度紧张,合约价格环比预计上涨 13% 至 18%;NAND 闪存合约价格环比涨幅预计在 10% 至 15% 区间。DRAM and NAND are key memory chips widely used in smartphones, PCs, tablets and other digital products.DRAM 与 NAND 是核心存储芯片,广泛应用于智能手机、个人电脑、平板及各类数码产品。While artificial intelligence inference and data center deployments continue to drive demand, price increases have moderated from previous quarters as consumer PC and smartphone customers reach their affordability limits, TrendForce said.集邦咨询称,人工智能推理与数据中心建设持续拉动需求,但消费级电脑、手机市场购买力见顶,芯片涨价幅度相较前几个季度有所放缓。"AI remains the core driver," TrendForce added. Memory suppliers are shifting capacity toward higher-margin server products, constraining supply for consumer segments and keeping prices elevated even as PC and smartphone demand weakens.集邦咨询补充道:“人工智能仍是核心增长动力。” 存储厂商正将产能转向利润率更高的服务器芯片产品,压缩消费级芯片供给,即便电脑、手机需求走弱,芯片价格仍维持高位。The global supply shortage and surging AI demand for high-bandwidth memory have fueled the memory supercycle. Meanwhile, China's domestic memory industry is making strides, though a gap with Western leaders persists, experts said.专家表示,全球供给短缺叠加人工智能对高带宽存储芯片需求激增,催生存储超级上行周期;国内存储产业虽取得长足进步,但与海外头部企业仍存在差距。CXMT Corp, China's largest manufacturer of DRAM chips, is expected to launch its IPO later this year, while the listing plan of Yangtze Memory Technologies, China's only company capable of end-to-end 3D NAND flash chip manufacturing, has also received approval.国内最大 DRAM 厂商长鑫存储预计今年晚些时候启动 IPO;国内唯一具备全流程 3D NAND 闪存制造能力的长江存储,其上市方案也已获批。Shen Meng, director of Chanson & Co, a boutique investment bank, said market watchers are closely monitoring SK Hynix's Nasdaq performance as a potential reference for the two Chinese IPOs.精品投行香颂资本董事沈萌表示,市场密切关注 SK 海力士在纳斯达克的表现,将其作为上述两家国内存储企业上市的重要参考标的。Roger Sheng, vice-president of research at Gartner, said that Chinese memory chip firms have made significant progress, but there remains a significant gap in both advanced technologies and production capacities between Chinese memory leaders and their global counterparts, pointing to substantial room for expansion.高德纳研究副总裁盛凯表示,国内存储芯片企业已实现重大突破,但国内头部厂商与国际同行在先进技术、产能规模方面仍存在明显差距,产业发展提升空间广阔。surge /sɜːdʒ/v. 暴涨,激增semiconductor /ˌsemikənˈdʌktə(r)/n. 半导体capacity /kəˈpæsəti/n. 产能;容量valuation /ˌvæljuˈeɪʃn/n. 估值
CNBC Business News Update with Jessica Ettinger - market numbers and news featuring CNBC expert analysis and sound from top business names. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sam Vadas discusses the European Central Bank becoming the first international bank to raise rates since the Iran war signaling new inflation concerns. Meanwhile Chinese ADRs are under pressure with Alibaba (BABA), PDD Holdings (PDD), and JD.com (JD) all facing scrutiny.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Al Arabiya and Al Hadath exclusively report the text of the anticipated US-Iran agreement in case of its approval. A Pakistani source said that cautious optimism is the prevailing sentiment in the ongoing discussions regarding the planned agreement.However, another Pakistani source said the US and Iran's insistence on raising the bar for their demand regarding uranium and the Strait of Hormuz has led to a "crisis in negotiations." Crude on a firmer footing despite diplomatic efforts.Global equities set to end the week with gains, ahead of the UK/US extended weekend.FX broadly within Thursday's wide ranges; GBP unfazed by PSNB and retail sales, AUD weaker as banks shift tightening call.Fixed income higher, Gilts benefit from cooler-than-expected Retail Sales.Looking ahead, highlights include Canadian Retail Sales (Mar), University of Michigan Consumer Sentiment Final (May), BoC SLOS (May), Kevin Warsh sworn in as Fed Chair with US President Trump to attend. Speakers include Fed's Waller. Credit Ratings: Scope Ratings on China, S&P on Norway, Moody's on Hungary, Portugal & UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Este conteúdo é um trecho do nosso episódio: “#267 Architecture Decision Records para eliminar a amnésia arquitetural”.Nele, Júlia Pinheiro Roque e Sandro Renzzo, Desenvolvedores de Software na dti digital, compartilham os critérios práticos para decidir quando vale a pena adotar ADR (Architecture Decision Records). Eles revelam como avaliar o custo-benefício dessa prática e discutem estratégias para evitar que os ADRs se tornem apenas mais uma documentação abandonada no projeto. Dê o play e ouça agora!Assuntos abordados:Critérios para ADR;Decisões arquiteturais complexas;Comportamentos ‘esquisitos' do código;Prolixidade excessiva;Projetos legados órfãos.Links importantes:Vagas disponíveisNewsletterDúvidas? Nos mande pelo LinkedinContato: entrechaves@dtidigital.com.brO Entre Chaves é uma iniciativa da dti digital, uma empresa WPP
On May 31 – June 2, in NYC, the industry-defining NYU International Hospitality Industry Investment Conference is taking place. In this Suite Spot episode we are pulling back the curtain on what to expect at this year's landmark event. Joining us on the Suite Spot is Alexi Khajavi, President of Hospitality, Travel, and Real Estate at Questex. In this exclusive preview, Alexi breaks down the 2026 NYU IHIF agenda and shares why this year's gathering is more critical than ever for hospitality leaders, hoteliers, and investors. Tune in now. Ryan Embree: Welcome to Suite Spot, where hoteliers check in, and we check out what’s trending in hotel marketing. I’m your host, Ryan Embree. Hello everyone. Welcome to another episode of The Suite Spot. This is your host, as always, Ryan Embree here with another hospitality event preview with a very familiar guest, very excited about this conversation. It’s spring, so right around the corner, we know what’s next, one of the premier events of the hospitality event calendar. Here to talk with me, a frequent guest, Alexi Khajavi, Questex, President, Hospitality and Real Estate. Alexi, thank you so much for joining me again here on the Suite Spot. Alexi Khajavi: Ryan, great to see you. Great to be back. Ryan Embree: Yes, it has been too long since we last spoke. We were out in Denver together at the Hospitality Show there on stage. Alexi, you were talking about everything that happened over the course of an entire year. I feel like from October to where we sit right now, in the middle of spring, it’s felt like a complete change. Whirlwind. I’m not even sure if when this episode’s released how much there could be even more change, but since then, so ground us. Give us a little sense of the state of hospitality and the sentence EE everything that you’re feeling right now. Alexi Khajavi: What we saw each other end of October in Denver, just at the conclusion of the hospitality show. And I guess, yeah, to your point, every day is, like an like a year or or seven years for that matter. So, six months on I mean, some consistencies, and I suppose the consistency is the volatility just in the geopolitics, macroeconomics, local state of affairs. And that does have a knock on effect on, on tourism and hospitality certainly. But some of the themes are consistent and that is that it is a, a continued challenging operational environment. rev pars have which we talked about rev pars, we were starting to see some normalization after they had been really on a only an up into the right performance for the prior three years. We started seeing that slowing down in Q3, Q4 of last year. And that has continued. One of the, the aspects, and a lot of people are talking about it, is a Ks shaped economy. And so you’re still seeing some, some interesting and pretty exciting, RevPAR ADR growth on the luxury side of that upper part of the K, if you will. And in the lower K of the market, you’re, you’re seeing increasing and continued challenges. Right? And I think everyone is sort of asking two questions around that, which is one is how much more runway of growth does the luxury market have? And then in on, on the sort of upper upscale midscale and economy, is the economic conditions going to encourage a trading down of the consumer. Speaking to David Pepper, for example, from Choice yesterday, they are seeing some positive RevPAR growth in that upper upscale, which, they’ve got a lot of hotel stock in. So I think the question is and we’re seeing some data that the customer is still traveling. They still see both on the leisure sh leisure side from the experience economy, travel as not being discretionary and not being something that they’re willing to give up, but something that they may trade down for make it more economical, domestic tourism, and drive to staycations those types of things versus the international travel, which certainly was in demand for the last three years. Corporate travel, I think that’s, that’s directly tied to GDP and the economy. But again, corporate travel has actually been coming back. It lagged leisure tourism recovery. So that’s been, performing quite well. Again, business is done face to face. It’s why we do live events in the, in, in, in the sectors in which we serve. So, continued operational challenge, questions around demand, a lot of impact from AI on demand, and how that demand is coming to your brand.com or to your property website, how they’re searching. SEO is in massive disruption. So, it’s not a typical recovery at this point. It’s, it’s fragmented, it’s bifurcated. It depends what part of the market you are in. There’s divergent recovery that’s sort of replacing that, that high tide lifts all boats. That uneven demand is translating into really kind of diversity of performance. And so it depends what markets you’re in. So the operating side is, is is tough. It is becoming harder and it is becoming more expensive. And yet there are some tools out there, AI and others, and technology generally that’s offering a lot of opportunity for optimization, efficiency, productivity in those areas, which will flow through to the bottom line. And then we’re also seeing, kind of a bifurcation in the capital markets. On, on, on the big side, there is a ton of capital that is chasing hospitality, moving from other asset classes whether it be office or retail or industrial. And they’re moving into hospitality for all the reasons that it’s operational real estate. It’s a tailwind market from the experience economy, despite the fact that we are cyclical, right? It goes up and down, but there’s a ton of liquidity. There’s a, there’s a wall of money that’s chasing, the asset class ranging from your owner operator franchisee, which is looking to grow from three properties to 6, 7, 8, 9, 10, whatever it may be, to institutional capital, which really never looked at a hospitality in general. So that’s creating more diversity in the type of investors which is coming into the market. So again, all of that challenge could unlock the transaction market. And then with those transactions, we see this regeneration of capital CapEx is deployed, and that’s really good for the industry. I mean, nobody likes to see falling net operating incomes, in running hotels. But that being said, it means that people have to be hyper-focused on how to run those hotels more efficiently. Why we run the hospitality show. And at the same time, NYU coming up, a lot of new capital coming into the market, a lot of capital chasing that, trying to figure out where the deals are, where to deploy that capital. And again, that’s why we have events like IHIF EMEA in Berlin, which was a few weeks ago. And to your point, NYU IHIF coming up in five weeks. Ryan Embree: It’s so many storylines in our industry right now that we’re chasing. We’d even touch on the upcoming summer, summer World Cup and events like the Olympics here in a couple years that are also gonna have a massive shift in international travel, which has been down. So again, so many challenges, but also think opportunistic time right now in hospitality and being at a spot like NYU is one of those places to capture those opportunities, to learn more about that from your peers, to have those conversations. Networking, I mean, I’ll, I’ll turn our attention there with some impressive numbers from the event. 2200 delegates, 450 plus C-suite executives, 400 plus investors, and $132 billion in assets under management there. So it’s impressive, like I said, impressive feat and number that you have all gathered in, one of the hospitality meccas of the world, which is New York City. What makes this event different from other hospitality events, and why is it a really a can’t miss for, for hoteliers investors this year? Alexi Khajavi: Yeah, I would say it’s a couple of things. One which you touched upon, which is, New York City financial capital of the world, it is the gateway city for the us it is, a hospitality driven economy. But it’s also one of the most thriving, financial market economies, in the US and certainly the world as well. So, that if you were to think, where do you hold an investment forum in any sector, but for that matter, in hospitality, New York, no better place, right? The money is there, the banks are there, the professional services are there, the brokers are there and many of the, the top brands are on the Eastern Shore board from DC and Maryland, up to the city here. So, it is just simply having it in New York. Second, it’s got a 40 year history associated with the New York University and the School of Hospitality and the John Tisch Center of Hospitality. It’s the only event where a portion of every dollar and revenue spent there goes towards supporting the next generation of hospitality professionals. So, we continue to partner with NYU and the School of Professional Studies. There, it’s an incredible partnership, which we’re just privileged and delighted to continue. And the fact that labor and talent is a massive challenge for the industry that, that you’re, you’re supporting a school which is turning out some of the most talented future hospitality professionals in the world by attending or sponsoring that’s goodwill. And, and we’re just delighted to be able to support that. So, that, again, I think is another anchor for why NYU is just such a special event and is different from a lot of the other good events that are, that are out there. And then lastly, NYU is part of a global portfolio of hospitality investment forums. And so, we have our event in Berlin. We have an event in Manchester, UK. We have an event in Athens, Greece, which is focused on the branded resi and the resort, segment, which is international and frankly, one of the fastest growing segments in hospitality. And then we have our Asia event in Hong Kong. So, we’re able to still bring in that global capital, those global operators that want to do business, want to bring their brands, want to deploy capital, want to invest in the us. So it’s not just a New York show, it’s not just a US focused show, but it’s a North America event where how do operators, how do investors, and how does the ecosystem of professional services come in and facilitate and drive deals to invest in the US and North American hotel market and all those things coming together, make it vibrant, make it diverse, make it one of the most active deal making conferences in the circuit. It really is for the investors to connect, with each other, but also the rest of the segments and the stakeholders, as it’s very diverse and fragmented industry. So deals get done. I mean, it was just on a in a conversation, a few weeks ago talking about a deal that’s been, announced since then. But they met in New York last June and really kicked off those conversations there at New York. And that ultimately consummated in a deal, in the fourth quarter of, of, of last year. We know that that’s what our value proposition is, and we know that’s why people spend their time with us and invest in, in NYU and we expect it to be even more vibrant and active on the deal making side, this June. So it should be should be a good event. Ryan Embree: That’s why I was gonna say, I had the privilege of attending for the first time last year, and I think the biggest difference for me was just the energy and the buzzing, and it just, it felt like what you said, it felt like deals were moving forward, whether that was the first time someone was connecting and networking, or whether it was something where these, these deals are not done in a vacuum or a silo that they take time, they take effort, and they take meetings like this, right? This connection, sometimes it’s, especially in a challenging market, can be the thing that brings a deal across the finish line. So it was palpable in the air when we were at that event last year. And it was a, it was a who’s who in hospitality too. You turned one way as a brand leader over here. Next is a president of asset management company. It really was an an extremely impressive event. I wanna get your thoughts, Alexi. You mentioned the sister events, the IHIF emea, which just wrapped up here at the end of March, obviously completely different markets that we’re talking about, but I still think holistically, there’s probably some lessons, feedback and sentiment that you could probably share that will translate into NYU, right? And some of those themes that are gonna make it there. What was your kind of, I guess, overall sentiment about the event and how just the energy and hotelier’s feeling was around that event? Alexi Khajavi: Yeah, I mean to go back to the start of the podcast, every day, there’s been something else. There’s been a, a ton of volatility in the market, a lot of uncertainty in, in the world. We still have a, a conflict, going on in, in Europe with, Ukraine and Russia. We now have a conflict happening in the Middle East. You’ve got macroeconomic conditions of still tariffs and the inflation that is causing interest rates still remain elevated, albeit they’ve, they’ve come down, over the last sort of 12 months. Elevated however, to historical, all of that creates uncertainty in the market. And as an investor said in, in Berlin, we can, we’re very good at penciling in risk and quantifying, the impact of that risk on both present day valuation. And a 20 year IRR, what is harder to pencil in is volatility and uncertainty. The certainty of risk is fine because you can quantify, the impact that that risk will have on the business. What you can’t is the uncertainty. And so with that, what we saw in Berlin, however, is that really is driving a lot of engagement around the expertise and the speakers and the sessions. We really pride ourselves on not having the same speakers every year saying the same things. We always leave a portion of our programs sort of unfinished, if you will, or, started but un unfinished because, because of that volatility in the market. So we saw a huge amount of engagement with people in the, in the sessions, in the rooms, which is interesting because at the end of the day, it is a deal making conference. And people are in meeting rooms, they’re up in suites they’re in the lobby and they’re, they’re engaging with each other, they’re there to do business. But we saw a lot of engagement, increased engagement with the sessions that we had. We then saw those individuals that were in a session often go out of the session and engage with each other and engage with speakers. And so one of the things that we’re doing is creating content fueled networking. So, a session will then lead to a round table where the speakers will stick around and the delegates or the folks that were in that session as an audience are able to then continue that conversation and go deeper and get into an actual conversation rather than just sort of a q and a that’s, that’s tagged on at the end. So it really created a, I think, a huge amount of engagement and peer-to-peer conversations. And really, I think people seeking a perspective. When, when you’re in a volatile market, really the most important thing you can do is to, to talk to your peers, to talk to your competitors, to talk to your mentors and get different perspectives to try and create some fidelity of what didn’t work or what has working, or what are the things that you’re trying out that’s really exciting. I mean, we really love that because, an open market, a transparent market, and an engaged market on the buy side and the sell side is a more informed market. Everybody needs that, right? It just makes markets more efficient. It make every, makes everybody better operators, and it creates a transparency as to where those opportunities are. And that’s, that is a, a tide that does lift all boats. The other thing I would say, Ryan, is, is that there’s always this question in an, an investment forum, like IHIF, like NYU as to what the sentiment is. And we’ve been tracking investor sentiment for the last five years now, since, January of 2020, which was an interesting time to first sentiment. Yeah. And it’s interesting because it certainly went down during COVID, no news flash there. It quickly rose up from 22 to 21 to 24, and then it’s leveled off since then. And it’s kind of just, a few index points gone, gone up or down depending on all of this volatility Liberation day last year, which was the first day of April, if I’m not mistaken, which was actually right during IHIF was created a lot of pessimism. It, however, was replaced with some optimism as interest rates fell down. So the sentiment to that question was, was actually quite positive. I think maybe through just the density of volatility or the consistency of volatility. People are somewhat getting used to it and separating noise from substance. And, and really there are the, there are more deals coming to market. We are seeing a diversification of capital coming into the market, lot of high net worth, lot of family office, a lot of institutional capital, sovereign wealth pension funds. And what that’s creating is more demand. So you’re starting, when we talk to the brokers, you’re starting to see a number of underbids in terms of a mandate comes to the market. A transaction occurred, but there was 6, 7, 8 under bidders in that transaction that shows interest, it shows appetite and it shows that the bid ask gap to a certain extent is narrowing. Now, that doesn’t necessarily mean in all cases that valuations have come down. I think buyers would like them to, but at the end of the day, I think capital, and we’re seeing capital become more confident and have more conviction in the market, but that also there are regeneration opportunities through CapEx deployment, through repositioning and through other levers that they have to pull, that they can take an asset that is performing at x and through CapEx and better operations and better plans, better brand, make it X plus y. And that was really the sentiment coming out of Berlin that the market is opening up, that there is a diversity of capital coming into it that’s creating a lot more demand and through a number of different sort of challenges, or let’s just say realities on the operator side, you are seeing a higher interest in selling. And I think that that will start to, to narrow the bid ask gap and look the unlocking of the market. We’ve been waiting for it for two, three years. It’s been a challenging market, but I think everyone’s seeing some optimism. I think the wishlist is, is that we reduce the amount of volatility in the market, but that’s an uncontrollable from your and and my perspective, we don’t have much control of that. Ryan Embree: Yeah. But I think the industry’s skin is, is thickening to that, right? And we’ve talked about that, how it’s our new normal is the constant state of change. And I also think it’s something, I’m not sure if we’ve talked about or thought about this too much, but we really saw worst case scenario just six years ago of being like, where everything dropped to none. When we’re assessing risk, we’re a lot more battle test. This industry is a lot more battle tested than maybe previous than it had previously. So some of these uncontrollables, like you mentioned, that yes, they are headwinds, yes, they are challenges, but it’s those investors right now that see opportunities that assess that risk and say there could be some really, really great upside at a at a time right now. And one of the places also where there is a lot of uncertainty, but I would, I would almost phrase it in the sense of a, of a positive uncertainty is the impact that AI is gonna have on our business in the future. And the gains and dividends that we can yield from those have really just scratch the surface. And we talked about this, and I wanna bring that into the conversation ’cause it’s hard to not talk about it anymore, right? It, I think we don’t go a, a podcast episode without bringing it up and people filling out their bingo cards on AI and technology. But I want, I wanna take us back to where we were a year ago, and maybe we can do this an exercise. Alexi, what would you grade right now, our industry, which historically has been maybe on the lighter end of the spectrum of a technology adoption, but what would you, what grade would you give it? Because I think we’re at this weird inflection point where hoteliers and brands and management companies and really everybody’s starting to look and saying, alright, we’ve implemented some ai. Where are the dividends? Where are the results? How do I measure these successes? What, what grade would you give and how do you think we can improve there? Alexi Khajavi: You know, that’s a, that’s a great question because it’s not an easy one to answer. Sure and not to cop out of giving you a specific answer, I would give it a a non-applicable, because the reality is, is that technology as a whole, in terms of using technology as a tool to optimize the hospitality market, I would certainly give ourselves a c plus. I think that’s historically been where we have failed for many reasons, which we can we don’t need to go into right , we know, we know that. But I think, I think AI right now is there is an overestimation of its impact on the near term, and there’s an under appreciation for its impact on, on the long term. Love that that’s, that’s quickly, quickly changing. I mean, if you, to your point, if you just look at the last six months, massive wholesale change, and I, so I think that that’s changing very quickly that people are starting to appreciate this. This is enormous, both in its capacity to be a force of good as well as its capacity to be a, a force of bad, to sort of broadly call it as such. But that being said, I think there’s sort of two themes around ai. One is on the, on the sort of operational side, AI has, has largely, I think been distributed as a individual choice through the industry and the departments. And the overall, whether you’re on the brand side or the operator side or the investor side, I know that there are mandates and there are committees and everybody’s sort of got their own playbook to how they’re using ai. But at the end of the day, it’s gonna come down to any individual that’s using it or not using it in their respective role. And that’s all over the map. Some people are using it, some people are not. And, and frankly, I think those that are using it are going to be better off for their r and d and just their effort to try and figure it out. Because the more you use it, the better off you become at using. It’s, it’s a tool like any tool, right? You, you need how to use how to use that tool in order for it to do the job you want it to do. So in that case, I think we’re probably no different than some other industries, which are certainly spending a lot of money on it and trying to figure it out. The other aspect of it though, that I think is really interesting is that it is already changing, particularly those frontline manager roles. A GM, for example, that is using AI will have more time to do the things that a GM should be doing, rather than all of the back office stuff, which AI can do at scale and at pace, and to a high degree of quality with oversight and q and a being done, not just to let AI go do all those things, but that, that frees up your general manager to go do the things that really drives guest satisfaction. Respond to RFPs, take care of guests, drive revenue, be present in the local market so that you’re capturing demand drivers, in your local city or wherever you may be. So, I think if that individual GM is using AI effectively to free them up to do what a GM really should be doing, and probably why that person went into being a GM in the first place, then I think we’re gonna start to see the progress. But we haven’t really started to measure it yet. I also see on the positive side, other industries, IE healthcare are also realizing that AI is doing a lot of back office work at a very high level, or high degree of, of quality. And that’s now freeing up their own people. And what they’re finding is, is that maybe we should be engaging, empowering those roles in a hospital or healthcare broadly to be taking care of patients in a more human hospitable way. And so, in some degree, I think the long-term impact will be that other industries are now going to start looking at hospitality as being a, at the vanguard of driving human powered experiences that will drive back to revenue and premiumization and ultimately profits. So we’ve always looked to other industries for, God, we’re, so, we’re Luddites, how do you do this? What, how do teach us in hospitality? I, I think we’re going to start to see other industries look to us to, how do you actually take care of a guest, a customer for that matter? How do you do that to create loyalty to, to a, to increase average order value or ticket receipts. So I think that’s the opportunity to answer your question in terms of one area that I think is directly and already being deeply impacted is distribution and search. Search is been a, a topic of discussion for the last 30 years. And we’ve largely gone through this used SEO to fine, the white hat, the black hat the right levers to pull your all tags, your meditechs, I mean, the whole thing, right? Brand equity, la la, la. Well, AI replaces all that in one fell swoop, and nobody really knows how that’s going to play out. But on the sort of doomsday perspective, it completely wipes out your brand equity online in a search engine. On the positive side, it reinforces it because AI is simply pulling from algorithms and behaviors on the internet to sort of drive, it’s, it’s results. But again, we don’t know the answer to that. And I think already revenue management, sales and marketing distribution, those are the areas where I think in the next six months, we’re gonna be having a conversation that is gonna be completely different than the conversation we’re having today. And we’re gonna be focusing a lot on that because that is one of the areas that today is being completely upended. Ryan Embree: I one hundred percent agree with you. I think that’s where a lot of the hunger and the appetite and thirst for knowledge right now of why maybe there’s more engagement in those sessions than you’ve seen before, is because I think people are starting to, if they haven’t already started to understand the gravity of where we’re at in this inflection point and the massive disruption that this is going to cause and do not want to be left behind. And I think you’re right. There was a fascinating point you made in there about the GM and their role, and we all, the big fears around AI are, are AI replacing jobs? And I would say when it comes to hospitality, it could really upend what the, the role of a job, right? Your GM might start looking a lot more like the GM of 40 years ago when you first got into hospitality, or where you weren’t having to do those tasks. And we almost have to learn this new job. It might be the same title as general manager, but you’re doing completely different things, which is a fascinating topic to talk about because we’ve been training these young hospitality professionals in the way of what a GM is today. That role could look completely different here in the next three to five based on the, on the speed and acceleration of these, of AI tasks that they’re doing. So it, I could talk about it all the time. We do talk about it all the time, I feel like, but it’ll be very interesting to see that impact that it’s making. I wanna switch back to NYU, and this is one of my favorite questions because there’s so much intention in these, in these shows, and that’s why I love doing these episode, these preview episodes, because you get to, to learn all the work that goes in, you’ve told me before you start on these events, day after, sometimes even now hours after that first one ended. So this year’s theme sharpening the edge. Talk to us a little bit about how the team settled on this and, and the story behind it and how you’ve incorporated it into the programming a little bit. Alexi Khajavi: Yeah, I mean, sharpening the edge is, an ode to the investment, nature of the event. It’s a deal making conference and it’s in New York. And so it’s a very sort of public market Wall Street saying, where do you find your edge or where do you find your alpha compared to another investor? If all you’re doing is chasing, the broad returns of a market or an asset class for that much, or for that matter, then you’re, you’re gonna be, at the whipping end of the overall broader market. It’s not a good place to be in a volatile market like this. And it doesn’t drive the outsized returns that investors are looking for. So it really is a tip of the, the cap to where we are. We’re in New York, we have a lot of Wall Street, public Market, New York Stock Exchange, synergies there, Sarah Eisen from CNBC, comes up and moderates the CEO panel. Most of the CEOs head down for interviews, on Wall Street and CNBC and Squawk Box and so forth. And we have that partnership still with CNBC this year. So, but as you shift it to what’s happening in the capital markets as it relates to real estate and more specifically to hospitality, private equity has been the dominant capital type in hotel investment. And that’s been the case for the last decade. And today that’s really no longer the case. It’s PE is still extremely active, but it’s more diversified in terms of across investor types. So we’re seeing, again, as I said, family offices, high net worth, a lot of sovereign, a lot of institutional capital that is growing materially, that is looking to hospitality to, to deploy capital. And with that, you’re seeing a lot of opportunities around value add. PE is really your value add investor, right? They’re looking for an underperforming asset or an asset that has the ability to perform at a higher level that’s sharpening the edge, that’s driving alpha. And so PE is really looking at this as a great opportunity as institutional capital comes in and is looking for stable, more stable returns, securitized assets, and an annuity like return over a longer hold period. It’s a great opportunity for private equity to exit in a market in which it’s been tough to exit. That being said, global hotel and fund allocations in hospitality and real estate has been tough, but it’s growing and it’s coming back. And so you’ve got a lot more money coming back into the market. And, and that’s really, a positive thing. We having events across Asia, Europe, and the us it allows for us to drive that cross-border capital. US capital has been less active, but despite all the challenges, we still see a lot of, international capital, which wants to invest in the us. So that kind of diversification of capital is a real, real positive for the market. It, it means more liquidity, it means more exit opportunities to get off, on the off ramp for PE or any other investor. As more capital comes in, it offers more opportunities to exit. It provides or, or enables less sort of seasonality, if you will, in the marketplace, right? There’s less of that volatility in the marketplace as all as well. So really the sharpening the edge is about having the education, the networking, and the quality of people in the room that have the money are looking to deploy and know how to create alpha. Getting those individuals together to hear from each other, engage with one another, and ultimately, build relationships with the ecosystem that helps a deal get done, transact that transacts, underwrites that deal, and then drives that alpha from an operating value creation perspective. Those are the folks that are in the room at NYU. Ryan Embree: And you’re right in the middle of it. I mean, I remember waking up at the, the marquee and seeing Chris Nasetta on CNBC and a few hours later seeing him just a couple hundred feet up on stage in front of me. I mean, that’s the possibilities right there. Alexi Khajavi: And talking to people, right? I mean, this is the beauty of the hospitality industry is there’s really good people, right? They’re just, at the end of the day, you may be running a public company, and on TV, you’re sitting there talking to a franchisee of a Hampton that wants to meet the CEO. So it really kind of creates this very magical engagement where the fifth floor, sixth floor, seventh floor, eighth floor of the marquee are just a hive of activity with the best and the brightest from a franchisee to Chris Nasetta, to your point, there’s not many places that create that access and that transparency and cross engagement from such a diverse, but focused, sector, as NYU. So it’s a real, real special place to be. Ryan Embree: A thousand percent. And last year you used this forum to really get us fired up for some of the sessions in educations. And now you’re talking about, especially with your experience here earlier in the year, people being more open to that, being more thirsty and, and hungry for that information, looking up and down the programming. Because we know you spoke to last year the detail and depth that your team goes to create these panels, and sometimes even putting on stage opinions that differ, that go head to head to one another, to try to get that friction to try to get a rise out of that engagement. Looking up and down the agenda this year, which sessions, if you had to pick a few, do you have your eyes on? Alexi Khajavi: Well, there’s some, some obvious ones, but always at NYU, we’ve got some, some exciting ones as well. And the first one, our first session actually Monday morning, Anthony Scaramucci, the Mooch, who is an investor himself actually owns a restaurant as well, but certainly, podcaster and just an expert, on the economy, politics, the Trump administration having worked, I think 10 days, there, if I’m not mistaken. So, he’s gonna kick us off. We always have a marquee name that’s relevant to the industry, but he really has his finger on the pulse as to, one, what are all the geopolitics and the macroeconomics, in the overall state of the economy and the country, what impact is that having on the investment markets on where the opportunities are? Alexi Khajavi: And as he runs a restaurant what is he seeing? What does he think specifically of the hotel space? So I think that’s, again, that’s, that’s just not something that you get at any of the other hotel investment forums, but you get that and you’ll get it right, served with breakfast on Monday morning. So we kick off big and we kick off bold on Monday. Obviously Monday has, is a great day. We have the CEO council on Monday as well. Or sorry, the CEO panel that’s the five top brands, again, interviewed by Sarah Eisen, which they have a great rapport with. And that really does set the tone for what they’re seeing as the opportunities. Clearly they are on top of demand and where RevPAR and ADRs and occupancies are going, how they’re performing and what the differences are by chain scale. There will be a lot of conversation around how much gas in the tank does luxury have I’m sure you’ll hear differing views on that. And then are we gonna see a return to some of the midscale and upper upscale, as potentially people trade down but still travel and where’s economy, where’s extended stay? We’ve also seen these brands make some interesting investments in new concepts, graduate hotels, which is last year, yo hotels glamping and branded resi. That’s a big day. In fact, we’ve got a full day of content on branded resi with active developers developing properties right now that are branded resi mix of hotel, mixed use, retail, hospitality and so forth. And then capital markets. Capital markets our Cap Talks session is probably one of our most popular, and that’ll be a mix of both active US investors as well as foreign capital, international capital investors, sovereign Wealth, as well as private equity, which continue to look to deploy capital in the US. Alexi Khajavi: We then have Danny Meyer, who’s the founder, and CEO of Union Square Hospitality, Shake Shack. And obviously a number of other incredible Union Square restaurants in the city here. But and then you’ve got your breakouts where you will be focusing a lot on the investment development market. Asset management is a key thing, how do you drive Alpha through the operations of these hotels? So there’s a ton of content. We’ve left a lot of time for networking. We know that’s where the deal making is the eighth floor, which is the lobby level. We’ve extended the event to include the Broadway Lounge, which is this beautiful lounge overlooking Times Square. We’ll have, food and beverage in there throughout the days. Great space to network amongst all the delegates, including the ninth floor where we’ve got Marriott and Hilton taking that space. So it’s just a ton going on. And the program’s out, it’s 90% there. We still got a few couple of marquee names that we’re going to announce over the next few weeks. But really, if you’re gonna be, if you’re in hospitality, investment development and operations where you’re driving Alpha, there really is no other place to be on the first and 2nd of June. You’ve gotta be there. Ryan Embree: Yeah. I can attest to it again, first time last year have the privilege of attending officially announcing the Suite Spot will be back at NYU this year. We can’t wait. Our associate producer’s gonna be traveling with me this time. This is her first time. And there is even a first timers meet and greet that you do as well at the event, which I had the privilege of partaking in networking last year. What type of tips for any hoteliers investors that might be considering or even attending the first time, what, what one piece of advice would you drill down for this event as the best piece? Ryan Embree: I would definitely get on the app. I know that the serendipitous meeting, which to your point, you bump into the CEO of Hilton or Marriott for that matter, is great. And that’s, there’s good value in that, but we have about 70, almost 80% of all delegates are on the app. That’s great. And that’s a great place to find people and to be found and it also gives you all the other information as the agenda speaker bios, but it allows for you to reach out to other delegates. So I would definitely do, that’s, something that can be sometimes just overlooked or just not not done. And then I would go to the Sunday evening reception if it’s your first time that’s at the marquee, six o’clock, we get about 500 people there. A good mix of veterans and, and first timers. I would certainly do that. I would try and plan out your days ahead. It’s amazing how with all that, with all everything that’s going on, you can easily kind of get sidetracked. So if there are some sessions that you wanna see, you can bookmark them in the app and make sure that you, you don’t miss those. But, I would, get some sleep, stay hydrated and be prepared to have some full days of education, networking and just a whole lot of fun. Ryan Embree: Yeah. And some of the receptions that are after hours at the end of the day, are absolutely amazing too. And I know you have sponsors that kind of do that, sometimes onsite, sometimes offsite, encourage, those to attend that in full force as well. Hospitality, we definitely know how to, to host a party, that’s for sure. So Alexi, we appreciate you hosting us here on the Suite Spot and previewing this year’s 2026 NYU. We are counting down the days until June. Thank you again to my audience to learn more information. Obviously visit the website, make sure you register. Any final thoughts before we wrap up today, Alexi? Alexi Khajavi: No, just very much looking forward to seeing you there and the other 2400 people that will be joining us. So, looking very much forward to it. And appreciate your time. Ryan Embree: All right, thank you, Alexi. Thank you for listening to The Suite Spot and hope to see you at NYU in June in New York City. To join our loyalty program, be sure to subscribe and give us a five star reading on iTunes. Suite Spot is produced by Travel Media Group. Our editor is Brandon Bell, with Cover Art by Bary Gordon. I’m your host Ryan Embree, and we hope you enjoyed your stay.
Falls ihr Aktien kaufen wollt, die es bei Scalable Capital nicht gibt, schreibt sehr gerne an listing@scalable.capital. T-Mobile & Deutsche Telekom bald 1 Firma? UnitedHealth überrascht. Amazon x Anthropic. Magnum Ice Cream wird geshortet. Royal Unibrew verliert Pepsi-Lizenz. Kondom-Riese Karex hebt Preise an. Halliburton wächst. Musk kauft SpaceX-Aktien. VW verkauft Jetta. Belron, die Mutter von Carglass, soll für mindestens 30 Mrd. € an die Börse. Großaktionär D'Ieteren (WKN: A1H5AN) hält 50% und ist aktuell günstiger als sein Anteil allein wert wäre. Warum? Warum kann man manche Aktien in Deutschland nicht handeln? Julius Weller von Scalable Capital erklärt die technischen Hürden. Und warum man bei ADRs aufpassen muss. Diesen Podcast vom 22.04.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us Fan MailIs Walt Disney World still worth it in 2026?In Episode 251 of The Mickeyphile Podcast, we're breaking down what Disney is absolutely crushing right now—and where things are starting to fall short.From immersive lands like Pandora – The World of Avatar and Star Wars: Galaxy's Edge, to standout attractions like Rise of the Resistance and Tiana's Bayou Adventure, Disney continues to deliver experiences that are unmatched anywhere else.But with rising ticket prices, Lightning Lane planning stress, and increasingly inconsistent park days, it's not all pixie dust and fireworks.In this episode, we give our honest, unfiltered take on the current state of Walt Disney World, including:In This Episode:✅ What Disney Gets RightImmersive lands like Pandora and Galaxy's EdgeNext-level attractions including Rise of the Resistance and Flight of PassageTheming and storytelling that still set Disney apartExperience dining: character meals, signature restaurants, and themed diningResort dining and lounges that rival in-park experiences❌ What Disney Is Messing UpRising prices vs. perceived valueAdd-ons like Lightning Lane and paid experiencesPlanning fatigue: ADRs, Lightning Lanes, and constant app usePark experience inconsistency due to crowds, weather, and ride downtimeFewer included perks compared to previous years
Mike, Scott, and Rikki are here today answering some great Listener Questions! We have a big announcement regarding 2027 off the top of the show, then we dive into questions about quality ADRs for first-time visitors, if Old Key West or Saratoga Springs would be the better option for an extended family this holiday season, Disney Cruise Line logistics when it comes to debarkation and staying at the Cabins at Fort Wilderness, and much more! Come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Send a textEquity securities represent ownership interests in a corporation, offering a range of risk and reward profiles suited to different investment objectives. Common stock serves as the primary vehicle for capital appreciation and corporate governance, though it carries the highest risk and the lowest priority in liquidation. Preferred stock functions as a hybrid instrument, providing consistent dividend income and higher claim priority, similar to debt instruments.Short-term and long-term opportunities are facilitated through rights and warrants, which allow for the purchase of shares under specific conditions—rights protecting existing ownership from dilution and warrants acting as long-term speculative "sweeteners." Finally, American Depositary Receipts (ADRs) provide a streamlined mechanism for domestic investors to access foreign markets while mitigating the logistical complexities of international trading, despite persistent currency and tax considerations.--------------------------------------------------------------------------------Common Stock: Growth and GovernanceCommon stock represents the most basic form of corporate equity, providing shareholders with a residual claim on company assets and a voice in corporate oversight.Preferred Stock: Income and PriorityPreferred stock is characterized as a more stable, income-oriented security that shares traits with both common stock and bonds. It is primarily utilized by investors seeking reliable dividend streamsRights and WarrantsRights and warrants are instruments that grant the holder the opportunity to purchase stock at a specific price, but they differ significantly in duration and intent.American Depositary Receipts (ADRs)ADRs facilitate the trading of foreign stocks on U.S. exchanges. They are issued by U.S. banks that purchase bundles of shares in foreign corporations and re-issue them as ADRs.
Send us a textStart with a Grapefruit Rose martini and a question that's equal parts cheeky and practical: how do you find, become, or thrive with a Disney sugar mama or sugar daddy? We take Valentine's energy to Disneyland and beyond, unpacking the social signals of luxury park life—top-tier passes, DVC contracts that stretch across coasts, Minnie Vans as default, and the kind of confidence that comes from knowing you'll never wait more than twenty minutes for anything.From Sweethearts' Nite to late-night walk-ons, we explore what it really feels like to skip “gen pop” and step into concierge mode. Think character breakfasts as a morning ritual, signature meals like Victoria & Albert's as date-night baseline, and premium events that turn a random Tuesday into a memory. We also get honest about the rare air—Club 33 whispers, Golden Oak sightings, and those around-the-world Disney tours that stitch every park into one epic story. It's not just fantasy; there are real cues, communities, and rhythms that define this level of Disney.But perks alone don't make the magic. We map the duties that keep the vibe frictionless: mastering ADRs 60 days out, holding lines so your partner arrives right on time, knowing the perfect pool chairs, and capturing photos that hit favorite angles and light. Add thoughtful shopping instincts—loungefly drops, limited pins, spirit jerseys—and you become the plus-one who makes every splurge feel effortless. Under the humor sits a simple truth: generosity is a love language, and gratitude is how you say it back.If you love Disney, crave smarter park days, and enjoy a little playful strategy with your romance, this one's for you. Subscribe for more Cheers to Ears, drop a review to help others find the show, and share your best luxury tell or dream splurge with us.
If you're feeling the pinch from lower occupancy or slipping ADRs, it's time to get proactive. This week, we're diving into 10 revenue-boosting strategies you can implement immediately to increase your visibility, occupancy, and profitability—without adding stress. From pricing tactics to pet policies, these quick wins will help you maximize every booking. • Discover the overlooked upsells that can instantly add cash to your bottom line. • How gap-night extensions can fill your calendar and reduce unbookable dates. • The low-cost tech upgrade that slashes utility bills and boosts control. • Why going pet-friendly could dramatically increase your bookings. • Strategies to stretch your average length of stay—and your profits. Whether you're managing one unit or a growing portfolio, these 10 tips will help you earn more from every guest. Hit play and start optimizing your rental today! Check out our videos on YouTube: https://www.youtube.com/@ShortTermRentalRiches Grab your free management eBook: https://strriches.com/#tools-resources Looking to earn more with your property (without the headaches)? Chat with our expert management team: https://strriches.com/management-services/
Across the country, commercial payers are quietly down-coding E/M services without issuing ADRs and without providing notice. Office visit reimbursements are being arbitrarily reduced based on payer algorithms rather than a proper review of documentation for compliance. In today's CodeCast episode, Terry sheds light on this growing problem and explains how to take proactive steps […] The post Watch for Payer Automatic Down-Coding Without Notice appeared first on Terry Fletcher Consulting, Inc..
On today's Good Morning Hospitality, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin break down Google's latest step into agentic travel planning. This system can build, price, and coordinate full itineraries, yet insists it has "no intention" of becoming an OTA. The crew explores what this means for hotels, short-term rentals, platforms, and anyone competing for consumer discovery and booking flows. Jamie also unveils brand-new data tracking World Cup demand across short-term rentals, including early signals on ADRs, booking pace, and which cities are heating up faster than expected. As the biggest travel event of 2026 approaches, the team looks at how STR markets are shifting in real time and what operators should be preparing for now. Plus, quick shoutouts to two recent fundraises from BoomPop and Localbird before diving into the week's biggest trends shaping hospitality and travel. Presented by Lodgify Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn Connect with Skift: LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.
Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats
SummaryIn this episode, Sean M Weiss and Terry Fletcher discuss the complexities surrounding Additional Documentation Requests (ADRs) from Medicare Advantage plans. They emphasize the importance of compliance, the legal obligations of providers, and the potential consequences of ignoring these requests. The conversation also touches on the ongoing investigations into Medicare Advantage fraud and the need for providers to navigate these challenges carefully while maintaining good relationships with payers.TakeawaysResponding to ADRs is a legal obligation for providers.Ignoring ADRs can lead to serious consequences.Providers should negotiate terms if requests are unreasonable.HIPAA allows disclosures for payment-related activities.Payers are permitted to request specific documentation for audits.Maintaining a good relationship with payers is crucial.Providers can ask for clarification on ADR requests.Documentation requests should be fulfilled within narrow parameters.The OIG investigates Medicare Advantage plans for fraud.Providers should utilize electronic means for submitting documentation.
While the A.I. trade and Trump's knock on health insurers took a lot of market attention in Monday's session, Marley Kayden and Sam Vadas turn to other stories behind today's moves. Healthcare saw another big headline in Pfizer's (PFE) bid for Metsera (MTSR) while international traders had their eyes on China.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Join Mike, Pam and Rikki as we answer your Listener Questions on today's show! Today we discuss a Mother/Daughter trip to Walt Disney World for the Wine & Dine Races and talk about some things to do after the runs to celebrate! We also talk about making ADRs with a split-stay, give some thoughts on what a "1st Empty Nest" escape to Walt Disney World can be like after the kids head off to college, and have a long discussion on cookies around Walt Disney World! This and more on today's show! Come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to compliance automation and cross-border payments. He explains why tokenization can lower costs, increase efficiency, and improve transparency across markets, and how regulatory clarity in Washington is accelerating adoption. The discussion also explores: Real-world use cases for tokenized securities The role of blockchain in reducing settlement times and costs How tokenization parallels ADRs in global investing The regulatory landscape for stablecoins and digital assets The investment case for Bitcoin and select cryptocurrencies For the CFA Institute perspective on tokenization, visit rpc.cfainstitute.org and search “tokenization.” This show is made possible through partnerships with sponsors like Tenzing MEMO. Tenzing MEMO gets professionals up to speed quickly on ~6,000 public companies with real-time research, topical briefings, and intelligent Q&A derived from the latest market data, filings, news, and transcripts. Use MEMO to go from 0 to 60 fast on your watchlist, competitors, clients, and your own company, too. Register for a free trial to see what Tenzing MEMO can do for you today. Visit their website and give it a try. https://www.tenzingmemo.com/
This is the Live Call-in Show from this past Sunday night, August 24, 2025! Mike and Scott were together for the hour with some fun Disney talk! Tonight was another great show because of our callers! We start the show talking about Scott's upcoming cruise on the Disney Dream this week and all of the things he has planned! Then, we get some great calls from Mohawk in Scotland (from the Clubhouse) talking about his amazing slate of ADRs and experiences for his upcoming trip, a fun call from Mark in Maryland discussing his 11-night stay this Thanksgiving, and then Shawn calls in from Cleveland to talk about airport choices when headed to Disneyland! This and much more on today's show! Come join us in the BOGP Clubhouse this week at www.beourguestpodcast.com/discord. Please visit our website at www.beourguestpodcast.com. Thank you so much for your support of our podcast! Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Become a patron of the Be Our Guest Podcast over at www.patreon.com/BeOurGuestPodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Join Mike, Scott, and Rikki as we answer your Listener Questions on today's show! Today we discuss a discussion in the BOGP Clubhouse about a couple that has been at sea with Disney Cruise Line for over 900 days! Would this "burn you out" on DCL? We also talk about the Beak & Barrel reservations happening this evening and what the ideal ADR time could/should be! We help a listener plan their days for a week during the Halloween season down at Walt Disney World, and much more! Come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
This week's episode discusses the first-in-class agent, dordaviprone and a randomized control trial that demonstrated an oncology pharmacists led to decreased rates of adverse drug reactions (ADRs) in a Hem/Onc clinic. Dordaviprone data: https://doi.org/10.1200/jco.23.01134 Alabassi AK, et al. Role of a designated pharmacist in reducing adverse drug reaction rates and preventing potential medication errors in hematology-oncology: a randomized controlled trial. JCO Oncology Practice: https://doi.org/10.1200/OP-25-00158
Paul Pennicook, interim CEO of Experience Turks and Caicos, talks with Alan Fine of Insider Travel Report about the destination's new DMO structure and how it supports sustainability, inclusiveness and competitiveness. He outlines developments including new hotels in South Caicos, high ADRs on Grace Bay, expanded outreach to consortia like Virtuoso, and a renewed focus on travel advisor education and fams. For more information, visit www.turksandcaicostourism.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean, iHeartRadio, Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.
In the context of medical and/or dental insurance, ADR refers to Additional Documentation Request. This is a request from an insurance payer (like Medicare) for additional records to support a claim. It's not a sign of wrongdoing, but rather a way to ensure compliance with policies and verify the validity of claims. Ignoring these requests, or failure to meet their deadlines, can result in a loss of revenue and trigger additional payers' audits and ADR's. Terry outlines the ADRs and best practices to make sure your staff is on top of these requests, which helps save your revenue.
In this episode of the STR Data Lab, Jamie Lane and Scott Sage discuss travel trends and the latest insights from the Airbnb summer release. Jamie shares his exciting Memorial Day plans, heading to North Carolina for his grandfather's 95th birthday and then to Litchfield Beach in South Carolina for a large family reunion. They discuss Memorial Day travel data, noting that occupancy rates are almost identical to last year but achieved through different trends. There's a weakness in budget and economic travel but strength in upscale travel, especially in coastal destinations. Jamie and Scott discuss the impact of economic volatility, including tariffs and stock market fluctuations, on travel bookings. They note a trend towards shorter booking windows and the challenges this poses for property managers. Jamie shares his experiences at the Airbnb summer release, highlighting Airbnb's new services aimed at competing with hotels. Both agree that while these services may not directly benefit hosts, they could grow the overall short-term rental market. April data showed a significant increase in demand, occupancy, and ADRs compared to March, attributed to the Easter shift. The discussion includes the impact of Canadian travelers and currency fluctuations on travel patterns. Domestic travel within the U.S. shows some pullback in overseas trips but remains robust. Jamie advises hosts to monitor year-over-year demand in their markets and adjust pricing strategies accordingly. The episode concludes with Jamie emphasizing the importance of understanding booking windows, length of stay, and property profiles to optimize performance. Scott and Jamie express optimism about summer bookings despite the challenges. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE
Confused by all the Disney terms like ADRs, LLs, LLSPs, and Mobile Order? You're not alone! In this episode of Mom Street USA, we're breaking down the Disney Parks language—the key acronyms, abbreviations, and insider terms used at Walt Disney World and Disneyland.
Confused by all the Disney terms like ADRs, LLs, LLSPs, and Mobile Order? You're not alone! In this episode of Mom Street USA, we're breaking down the Disney Parks language—the key acronyms, abbreviations, and insider terms used at Walt Disney World and Disneyland.
A casual conversation about Equities Common, Preferred and ADRs
In this episode of Good Morning Hospitality, Wil Slickers, Brandreth Canaley, Michael Goldin, and Jamie Lane break down Airbnb's Q1 2025 results, highlighting slowing growth in the U.S. and a surge in international markets. The team covers the shift in nights and experiences booked, record-high ADRs, and what CEO Brian Chesky means when he says Airbnb is nearing the "end of the beginning." We also unpack the key takeaways from Booking Holdings (NASDAQ: BKNG) and Expedia Group's Q1 earnings—what their results say about the state of online travel, how each platform is investing in AI, and where they're pulling back. Plus, we explore the macro trends driving travel this summer and why all three OTAs are bracing for softer U.S. demand. This one's packed with insights for operators, investors, and tech vendors across travel and hospitality. ---- Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content. Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live! Explore everything Good Morning Hospitality has to offer: • Well & Good Morning Coffee: Enjoy our signature roast—order here! • Retreats: Join us at one of our exclusive retreats—learn more and register your interest here! • Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm Learn more about your ad choices. Visit megaphone.fm/adchoices
Real Life Pharmacology - Pharmacology Education for Health Care Professionals
Today's sponsor is Freed AI! Freed's AI medical scribe listens, transcribes, and writes notes for you. Over 15,000 healthcare professionals use Freed and you should too! Learn more here! Prednisone is a commonly used medication for its antiinflammatory and immunosuppressive action. On this episode I discuss prednisone pharmacology, ADRs, and much more. In the episode, I discuss how prednisone affects the HPA system in the body. Cortisol production can be greatly impacted by long term use of prednisone. GI adverse effects can be problematic with oral prednisone which is why we often give this medication with food or milk. Hyperglycemia is a complication from the use of prednisone. I've commonly seen blood sugar spike by 50-100+ mg/dL due to this medication. Osteoporosis is a long term risk with the use of prednisone. Prednisone can also impact the benefits of vaccination. I discuss this in greater depth in the drug interactions portion of the podcast.
In this episode of the STR Data Lab, Jamie Lane, Chief Economist at AirDNA, is joined by Bram Gallagher, Director of Forecasting at AirDNA. The duo discusses several pressing topics within the short-term rental industry and broader economic indicators. They begin by reviewing March performance and early April trends, noting a mixed story influenced heavily by recent tariff announcements. Despite a challenging 2023, 2024 saw positive momentum, particularly in mountain resorts benefiting from good snowfall. However, March presented a slight decline in demand growth and occupancy rates, partly due to a calendar shift with spring break and Easter moving to April. Urban markets saw significant new listings, leading to a notable increase in supply, especially in cities like Jersey City and Newark, following New York's short-term rental regulations. Interest rates, inflation, and consumer confidence are discussed in depth. Bram notes a hesitant stance from the Fed to lower interest rates due to inflationary pressures. Employment remains strong, but consumer confidence and business sentiment have declined. The discussion also touches on the impact of exchange rates on international travel, with Americans potentially favoring domestic destinations due to a weaker dollar against the Euro. Further, summer travel pacing shows positive trends in traditional vacation rental markets but sluggish demand in urban and suburban areas. Lastly, the episode delves into price evolution, with March showing smaller increases in average daily rates (ADRs) compared to January and February, highlighting affordability concerns amid economic uncertainties. Bram concludes with a look ahead, emphasizing the importance of monitoring layoffs and wage inflation as critical indicators for the economic outlook. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE
Join Mike, Rikki, and Scott today as we answer lots of your Listener Questions! We talk about options for a stay for a large group coming down for a Disney Treasure cruise, staying a few nights prior with no theme park tickets, but ADRs at O'hana and going to Hoop Dee Doo Revue and looking for some resort options! We also talk about some great breakfast ADRs around property as well as options for friends to meet some other friends outside the theme parks for dinner later in the day who don't have theme park tickets like they do! We also talk the latest on the Test Track refurbishment too! This and much more on today's show! Please come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Join Mike & Pam today as we answer your Listener Questions! Today we have a discussion on the similarities and differences between Castaway Cay and Lighthouse Point, as well as the similarities and differences between the newer, larger ships in the DCL fleets vs. the Classic Disney Magic and Wonder. We also discuss adding a 7th guest to an ADR coming up at Topolino's Terrace (and why this makes Mike very nervous!), registering for runDisney events, and booking Lightning Lanes on different dates. This and much more on today's show! Please come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Welcome back to Short-Term Rental Riches! I'm excited to be home in Medellin after visiting California, where I got to check in on my first short-term rental properties from 2015. This episode is all about the big takeaways from 2024 and what to expect in 2025. If you've been hosting Airbnb guests or managing short-term rentals, you know that market trends change fast—and understanding STR market trends for 2025 can be your key to maintaining high occupancy and revenue. This year, I've seen a significant drop in new STR supply, but demand has remained strong, creating a huge opportunity for hosts who are leveraging the right strategies. I'll cover the most important trends, including how AI is reshaping how guests search for properties and why Google Vacation Rentals could be a game-changer for direct bookings. If you're using tools like Price Labs or considering listing on Google to avoid commission fees, this is your guide to staying competitive. Whether you're focused on increasing your Airbnb revenue or refining your guest experience to earn more five-star reviews, this episode is packed with practical advice. Let's dive in and set you up for success in 2025! If you're looking to increase your Airbnb revenue and optimize your STR listings, this episode is packed with actionable tips! In this episode, you'll learn: Occupancy Trends & Supply Slowdown: STR supply is stabilizing or decreasing in some markets, giving established listings an edge to increase bookings. Average Daily Rate (ADR) Adjustments: Nationwide, ADRs have dipped slightly, making dynamic pricing tools like Price Labs essential for maximizing your revenue. AI's Impact on Search: Guests are using AI-based searches to find highly specific STRs. Properties that align with personalized searches will see increased visibility. Google Vacation Rentals: Google's no-commission listing option is a game-changer for direct bookings. Partnering with platforms like Hostaway makes integration seamless. Long-Term Strategy with Direct Bookings: A direct booking website can reduce your reliance on platforms like Airbnb and VRBO, especially as competition grows. Thanks for tuning into Short-Term Rental Riches! With the 2025 market shaping up, staying informed and proactive can help you outpace the competition. Whether it's leveraging AI to boost your listing visibility, optimizing your pricing strategy, or listing on Google Vacation Rentals, there's never been a better time to strengthen your short-term rental business. Need help managing your short-term rental and you don't want to go it alone? Shoot us a message here and we'll see if we can help. Drop your thoughts or questions in the comments and let me know what trends you're seeing in your market. Don't forget to like, and subscribe for updates. Here's to crushing your 2025 STR goals—see you in the next episode! You can find all of our links here including our website, recommended resources, upcoming live event, short-term rental playbook, Instagram, and more!
Mike, Scott, and Rikki are here today answering your awesome Listener Questions! Today, we discuss options to get your coffee before heading out to the corrals at WDW Marathon Weekend, ADRs for a group of 8 headed down in February where their ADR "window" is already open and they can still find decent availability, nice "brunch" options for a Bachelorette Party, taking advantage of the "Free" water park day for on-site guests in 2025 and much more! Please come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Happy New Year! This special episode - our annual reflection on the last 12 months and a look at where we are going in 2025 - features none other than David Angotti. David's been in the short-term rental world for years and has done it all - co-founding tech startups, building a successful property management company in the Smoky Mountains, and now serving as Chief Evangelist at Guesty. He's also an incredible storyteller and someone who just gets the ins and outs of this business like few others. Having him on the show is always a treat, and I couldn't think of a better way to set the tone for the year ahead. In this episode, we take a look back at 2024 - what worked, what didn't, and the lessons we can carry forward. From evolving guest expectations to AI tools that can transform your business, David shares his perspective on what's next for the vacation rental industry and how you can thrive in 2025. What You'll Discover: Evolving Guest Expectations: Insights into how guest expectations are shifting and what property managers can do to meet these rising standards. Technological Advancements: Discussion on the critical role of technology in shaping the operations and efficiency of vacation rental businesses. Regulatory Challenges: Overview of the regulatory landscape in 2024 and how it might affect the industry moving forward. Market Dynamics: Analysis of market trends, including occupancy rates and average daily rates (ADRs), and their implications for property managers. Actionable Strategies for 2025: David shares practical strategies to help property managers and hosts thrive in the coming year, considering the ongoing industry transformations. You Will Learn: Adaptation to Market Changes: How to remain flexible and adaptable in a rapidly evolving industry to maintain competitiveness. Leveraging Technology: Ways to integrate and leverage new technologies to enhance operational efficiency and guest satisfaction. Navigating Regulations: Strategies to effectively manage and adapt to new and existing regulations within the vacation rental sector. Understanding and Setting Guest Expectations: Tips on managing guest expectations to ensure satisfaction and repeat business. Forecasting and Planning: How to use market data and trends from 2024 to better prepare for the opportunities and challenges of 2025. Connect with David Angotti: Listeners can connect with David through his LinkedIn profile or explore further insights and resources at Guesty's website. Revolutionize Your Employee Onboarding with THRIVE Essentials: Faster Training, Stronger Teams, Better Results! Discover how THRIVE Essentials accelerates onboarding for new property management staff, boosting performance and reducing turnover. >> THRIVE Essentials Are you listening to this podcast on the move? Get to the show notes here: https://www.vacationrentalformula.com/VRS592
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Our Sponsors:* Check out Indochino: https://indochino.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
Mike, Scott, and Rikki are here today answering your awesome Listener Questions! Today, we discuss tips for traveling with toddlers, but also letting the adults have some fun during the trip as well! Also, we give some thoughts on a splurge for our listener who is overcoming cancer and wants to celebrate this incredible milestone! (We are SO PROUD OF YOU!) We also give ideas for ADRs for large groups, activities around Port Canaveral, and much more! Please come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Mike, Pam, and Rikki are here today answering your awesome Listener Questions! Today, we start off with a very quick discussion about the Cake Bake Shop prices (which we will talk more about on Friday), and then answer questions about what to expect at the Wine & Dine Half-Marathon Post-Race Party at Epcot, give suggestions for ADRs at Disneyland for a first-time trip on New Year's Eve, talk making Candlelight Processional Dining Package plans, and read an email with a theory on why a certain Disney Cruise Line ship might be your favorite! Please come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/clubhouse! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
This is the Live Call-in Show from this past Sunday night, September 1, 2024! Tonight, Mike was in the Studio alone as Scott was visiting Nashville with some friends, but Scott does call-in to share some of his "ghostly" fun he is having in Music City this weekend, and we also talk about his upcoming trip to The Cabins at Fort Wilderness and why you shouldn't stress so much about ADRs! We also discuss the start to the runDisney season in Disneyland this weekend and the Oogie Boogie Bash at DCA with callers during the show as well! Come join us in the BOGP Clubhouse this week at www.beourguestpodcast.com/discord. Please visit our website at www.beourguestpodcast.com. Thank you so much for your support of our podcast! Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Become a patron of the Be Our Guest Podcast over at www.patreon.com/BeOurGuestPodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Mike and Pam are here today answering your amazing trip-planning questions on the show! Today, we get a question about options for dining on a solo trip for the first time, getting to pre-park opening ADRs at the Magic Kingdom, looking for the best steak on-property at Walt Disney World, thoughts on where to stay for first runDisney experience at Springtime Surprise Weekend, and much more on today's show! Please come join the BOGP Clubhouse on our Discord channel at www.beourguestpodcast.com/discord! Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Our Sponsors:* Check out Fabric: fabric.com/INVESTTALK* Check out Moorings: moorings.com* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy