Podcasts about AGM

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Best podcasts about AGM

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Latest podcast episodes about AGM

Alt Goes Mainstream
iAltA's Bill Crager - from building Envestnet to a "transformational moment" in wealth management

Alt Goes Mainstream

Play Episode Listen Later Nov 19, 2025 53:48


Welcome back to the Alt Goes Mainstream podcast.Today's interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today.Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company's time as both a public company and following Bain Capital's acquisition to take the company private for $4.5B.Bill is now back at it again, joining iAltA Holdings as a Founding Partner to build a suite of businesses at the intersection of private markets and private wealth management infrastructure alongside former Ipreo CEO Scott Ganeles, former Ipreo Executive Bill Sherman, and former Blackstone CFO and WestCap Founder Laurence Tosi.Bill and I had a fascinating conversation about wealth management and private markets. We covered:The evolution of wealthtech.What advisors are looking for when it comes to technology.How technology can help advisors deliver a high-quality experience to clients.Why private markets are now playing such a big role in the business of wealth management.What is missing in private markets infrastructure.The role of AI in financial planning.Why Bill wanted to go back to building again.What is in store for iAltA.Thanks Bill for sharing your wisdom and expertise on private wealth and private markets.Show Notes00:00 Introduction to Early Technology00:12 Sponsorship Message from Ultimus02:09 Welcome to the Alt Goes Mainstream Podcast02:12 Introduction to Bill Crager04:19 Building Envestnet and Early Challenges05:06 Evolution of Wealth Management07:00 Adoption of Technology in Wealth Management08:39 Private Equity's Role in Wealth Management10:17 Horizontal vs. Vertical Solutions14:11 Challenges in Wealth Management Technology16:22 Data and Technology in Wealth Management22:41 Customization and Future of UMA24:30 Impact of Data on Private Markets26:30 Evergreen Funds and UMAs27:45 Fusion of Public and Private Markets28:07 Data Inputs for Financial Advice28:33 Building Financial Plans at Scale28:59 The Need for Holistic Financial Connectivity29:35 Challenges in Data Flow and Infrastructure30:29 The Role of AI in Financial Planning30:49 Balancing Machine Learning with Human Assurance31:35 AI's Impact on Financial Advice32:40 Future of Financial Planning with AI35:06 Trust in Technology vs. Human Advisors35:19 The Emotional Component of Financial Advice36:31 The Evolution of Wealth Management37:02 Tokenization in Wealth Management37:46 Adoption Challenges of Tokenization38:56 Leveraging Technology in Wealth Management39:27 The Future of Financial Advisors40:59 Advice for Young Financial Advisors42:10 The Role of Technology in Private Markets43:48 The Vision Behind iAltA44:46 Building Horizontal Solutions46:14 Creating Bridges in Financial Infrastructure51:00 The Future of Financial Advice IndustryEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Marcus Today Market Updates
End of Day Report – Tuesday 18 November: ASX 200 drops nearly 2% | TNE down over 17%

Marcus Today Market Updates

Play Episode Listen Later Nov 18, 2025 14:47


A nasty start to the day accelerated to a loss of 167 points (-1.9%) on the ASX 200 as RBA minutes and US futures took us down. The big three sectors were hit hard with the iron ore miners smacked. BHP off 3.7% on UK court ruling and RIO off 2.7% with FMG falling 2.0%. Energy stocks also slipped, WDS down 1.9% with STO off 0.6% and uranium stocks under pressure. Gold miners too sold off as bullion slipped, NST down 5.6% and EVN down 5.2% with lithium the only sector that saw any green. PLS up 3.3% and LTR up 2.1%. Banks were also sold down hard, WBC fell 3.0% and CBA down 1.7% with the Big Bank Basket falling to $267.54 (-1.8%). Financials also in the seller's sights, NWL fell 6.2% and MQG off 1.7%. Insurers fell, QBE down 1.4% and REITS under pressure too. GMG off 3.0% as a tech play on data centres. Industrials saw across the board selling, WES fell 1.2% and REA off 2.4% with CAR falling 3.2% as TLS down 0.2%. Tech stocks were decimated after TNE disappointed, off 17.2% despite a special dividend. WTC fell 4.6% and XRO tumbled 3.3% with the All-Tech Index down 4.3%. In corporate news, JHX rallied 9.9% on better-than-expected results, AGM's dominated. BSL fell 1.7% on EBIT to land at the bottom of guidance range. CAT tested a life with a 11.7% fall on a growth rate of 19%. ALQ fell 2.9% on better numbers. PLT was a rare bright spot after a jump in first half profits, up 6.8%. On the economic front, RBA minutes took rate cuts off the table. Australian consumer confidence rose 0.7% too.  Asian markets weaker with Japan down 2.9%, China down 0.3% and HK off 1.6%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The Facebook Marketing Ninja
Leadership Lessons That Transformed My Life | How I Built Success & Legacy

The Facebook Marketing Ninja

Play Episode Listen Later Nov 17, 2025 8:51


I wasn't born a leader—I became one. In my 20s, I didn't see myself as successful, but by focusing on vision, strategy, team building, and constant growth, I turned my life and businesses around. Today I lead hundreds of people across multiple companies, and the principles I've applied are the same ones that can help you achieve your goals.In this episode, I share the leadership traits that shaped my journey: how to create a powerful vision, build a lasting legacy, master the art of marketing and attention, surround yourself with the right team, and stay obsessed with growth. If you're ready to lead, expand, and leave your mark, this is where it starts.-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Entrepreneur Conundrum
Become Time Rich: Ditch Busywork and Build Real Wealth with Lloyd Ross

Entrepreneur Conundrum

Play Episode Listen Later Nov 17, 2025 36:10


Guest: Lloyd Ross – lawyer, MBA, CFA level III, multiple six-figure entrepreneur, seven-figure investor, 2-Comma Club winner, Legacy Club millionaire, author of three books, and host of the award-winning podcast Money Grows on Trees.Episode: Become Time Rich: Ditch Busywork and Build Real Wealth with Lloyd RossLink: https://entrepreneurconundrum.com/lloydrossIn This Episode, We Cover:Lloyd's journey from unhappy lawyer to global real estate, network marketing, and financial education The moment he realised a 3-hour commute was “destroying his soul” and chose excitement over security How a simple side hustle (aimed at $500/week) turned into a multi-million dollar portfolio Why freedom, not hustle, is his highest value—and how he designed his life around it The danger of being tactically perfect but strategically wrong Why “the busy man has no time to make money” (and what that looks like for entrepreneurs) Hurry sickness and how constantly living in the future kills your presence and productivity The real reason many people never sit down with their bank statements How to start shifting your money identity by creating evidence that you are good with money Why environment beats willpower—and how changing your circle changes your bank account Lloyd's approach to delegation as personal development for your team His rhythm of overwhelming himself, then automating, delegating, and eliminating to buy back his time The story of attending Warren Buffett's last AGM as CEO and Lloyd's goal of owning one Berkshire Hathaway A share His definition of success, best advice received (and given), and why he refuses to live in “could've, would've, should've.” Connect with Lloyd RossWebsite – Money Education: http://moneytreeeducation.com Book: Money Buys Happiness – http://moneybuyshappinessbook.com Time Rich + Links Hub: https://linktr.ee/becometimerich Facebook: https://www.facebook.com/lloyd.ross.7 Instagram: https://instagram.com/lloydjamesross X / Twitter: https://twitter.com/lloydjamesross LinkedIn: https://www.linkedin.com/in/lloyd-james-ross-26b7859 YouTube: https://youtube.com/@lloydross Podcast – Money Grows on Trees: https://spoti.fi/3KLSsvg Connect with Virginia / Entrepreneur ConundrumWebsite & Episodes: https://entrepreneurconundrum.com Instagram: @entrepreneurconundrumpodcast Facebook: @entrepreneurconundrumpodcast Twitter / X: @EnConundrumPod Distinct Digital Marketing (Virginia): @distinctdm Lloyd Rosshttp://moneytreeeducation.comHttp://moneybuyshappinessbook.comhttps://linktr.ee/becometimerichHttps://www.facebook.com/lloyd.ross.7Https://instagram.com/lloydjamesrossHttps://mobile.twitter.com/lloydjamesrossHttps://www.linkedin.com/in/lloyd-james-ross-26b7859https://youtube.com/@lloydross?si=Sn77cP78AtetWBmIhttps://spoti.fi/3KLSsvgVirginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comKey Questions(02:49) How did you get to where you are today? (09:56) How do you get in front of them? How do they learn about you Well, they buy my books.(10:57) Is there any advice or tips that you can give us in regards to money mindset?(23:48) How did you overcome that?(25:23) What's some of your big goals you're looking to achieve in the next year or two?(26:22) What do you feel is the number one roadblock in your way?(31:09) What's the best advice you've ever received?(32:39) What other way can I do it?(33:52) What's the best advice you've ever given?(34:37)  Is there something that we haven't talked about yet that you would like to talk about?(35:06) Where can we go to learn more about you, what you're doing, how to get your books?

West of Centre
‘Smith has created a poison pill for herself'

West of Centre

Play Episode Listen Later Nov 14, 2025 44:59


The Grey Cup deadline on a memorandum of understanding between the prime minister and the premier is about to come and go, but it's not necessarily a disaster, as Danielle Smith works to secure a "new, grand bargain" for Alberta.This week on West of Centre, host Kathleen Petty is joined by Mount Royal University political scientist Duane Bratt; Alberta-based politics reporter for the Toronto Star, Alex Boyd; and the CBC's own writer and producer Jason Markusoff.Are there finally signs of life from the Alberta NDP? After months of virtual silence, the panel breaks down a new ad from the Opposition many felt was missing in action.The premier will be held to account for the United Conservatives' member policy declarations at the party's upcoming AGM, but in her bid to keep her base happy, one panellist asserts she may have created a poison pill for herself.And a little bit of trivia about why you keep hearing the word “tranche” when it comes to the running list of nation-building major projects announced by the federal government. (Hint: it has to do with the background of a certain former central banker.) Host: Kathleen Petty | Producer and editor: Diane Yanko | Guests: Alex Boyd, Duane Bratt, Jason Markusoff

GB2RS
RSGB GB2RS News Bulletin for November 16th 2025

GB2RS

Play Episode Listen Later Nov 14, 2025 14:05


GB2RS News Sunday, the 16th of November 2025 The news headlines: Nominations for the RSGB 2026 Elections are now open The RSGB National Radio Centre to host ‘Build your own radio' workshops Ofcom has agreed to the RSGB request to extend the 146-147MHz NoV for a further year Could your skills and experience help to shape the RSGB's activities? The Society's year starts and ends at the AGM, and it is seeking proactive and enthusiastic members with the right skills who would like to become a Director of the Society or a Regional Representative. There are vacancies for two Nominated Directors, two Elected Directors and three Regional Representatives. Nominated Directors are selected by the Society's Nominations Committee, and then RSGB members vote to endorse them as part of the AGM voting. The closing date for these vacancies is the 5th of December 2025. If you're interested in either the Elected Director or Regional Representative roles, you can find the candidate packs and application forms on the RSGB website at rsgb.org/elections. The application deadline for the elected roles is the 31st of January 2026. If you'd like to find out more about any of these vacancies, please email the RSGB Company Secretary, Stephen Purser, GW4SHF at company.secretary@rsgb.org.uk  The RSGB National Radio Centre at Bletchley Park is hosting another of its popular ‘Build your own radio' workshops. Morning and afternoon sessions will be held on Sunday, the 23rd of November and will offer young people aged between 12 and 18 years the opportunity to learn more about amateur radio and electronics. The workshops will use simple tools for participants to build their own VHF FM broadcast receiver, which they can take home with them. Attendance at the workshop costs £11. To find out more and to secure a place, visit bletchleypark.org.uk  and search for ‘Build your own radio'. Ofcom has agreed to the RSGB request to extend the 146-147MHz Notice of Variation for a further year. It is available on a non-interference basis and is subject to a 30-day notice period of change or withdrawal. Ofcom's objective in making this spectrum available is to encourage amateurs to experiment and test new communications schemes and systems. The RSGB VHF Manager would therefore welcome reports of innovative use of the spectrum to support future discussions. Please email him via vhf.manager@rsgb.org.uk. Full licence holders can apply for the 146-147MHz NoV on the RSGB website at rsgb.org/nov Listeners may also be interested to know that Ofcom has released a video that aims to guide how to use its recently updated licence portal. As well as other topics, the video contains information on how to change your amateur radio callsign and how to apply for a special event station NoV. You can watch the video at tinyurl.com/2025ofcom  The RSGB VHF Contest Committee is currently planning the rules for the 2026 VHF contests. Following some discussion at the RSGB Convention, the committee members have some questions on which they would appreciate feedback from contestants. The survey will close at 11.59 pm on Sunday, the 23rd of November. You can find the survey online via tinyurl.com/vhfsurvey December is all about encouraging young radio amateurs to get on the amateur radio bands. The month will kickstart on Monday, the 1st of December, when members of the RSGB youth team will give Tonight@8 viewers an insight into what a Youngsters on the Air summer camp is like. Team members will talk about some of the activities they enjoyed and how they will be encouraging other young people to get involved in amateur radio in the coming year. They will be joined by RSGB Board Director, Ben Lloyd, GW4BML and RSGB Youth Chair and School Youth Champion, Chris Aitken, MM0WIC, who will give an overview of recent youth activities and engagement and outline the RSGB Youth Team's plans for 2026. December is also your opportunity to support young radio amateurs. One of the ways you can do this is by hosting special callsign GB25YOTA, which will be active throughout the month. The special event station can be hosted by individuals, clubs, schools and universities or youth groups such as Scouts, Girlguiding and Cadets. This is a brilliant opportunity to show young people what amateur radio has to offer. Get involved now by going to rsgb.org/yota-month  to reserve your operating slot. The Bath-based Distance Learning team is planning to run a new Intermediate licence training course in January with exams in June. The training is free, but applicants must work through some pre-course material and complete a quiz before Christmas to be eligible for a place. This work focuses on the new Foundation topics that have been introduced to the exam since September 2019. The deadline for applications is Friday, the 5th of December. To request full details and an application form, email BBDL team leader Steve, G0FUW, at g0fuw@bbdl.org.uk Please send details of all your news and events to radcom@rsgb.org.uk. The deadline for submissions is 10 am on Thursdays before the Sunday broadcast each week.  And now for details of rallies and events On Sunday, the 30th of November, Bishop Auckland Radio Amateur Club Rally is taking place at Spennymoor Leisure Centre, County Durham. Traders, catering, ample parking and disabled facilities will be available. For more information and downloadable trader forms, visit barac.org.uk Mid Devon Amateur Radio and Electronics Fair 2025 will be held on Sunday, the 7th of December at Winkleigh Sports & Recreation Centre. The doors will be open from 9 am to 1 pm. Entry costs £3 per person and there is no charge for partners and under-16s. For more details, contact Phil, G6DLJ on 07990 563 147 or email wrg2024@hotmail.com Now the Special Event news Special callsign GB50AUK is active until the 28th of November to celebrate the 50th anniversary of AMSAT-UK. QSOs will be uploaded to at least eQSL, Logbook of the World and the QO-100 DX Club. To find out more, visit amsat-uk.org To celebrate the 39th anniversary of the European DX Foundation, several special callsigns are active until the 30th of November. To view a list of participating stations and read information about an award that is available for working them, visit tinyurl.com/eudxf39 Now the DX news Maurizio, IK2GZU, is active as 5H3MB from Tanzania until the 20th of November. He is operating using CW, digital modes and SSB on the 80 to 10m bands. QSL via OQRS, Logbook of the World, eQSL, or directly to IK2GZU. Stan, LZ1GC is active as ZL7/LZ1GC from the Chatham Islands, OC-038, until the 20th of November. He is operating CW, SSB, FT4 and FT8 on the 160 to 10m bands. QSL via OQRS is preferred, or via LZ1GC directly. For more information and updates, visit c21gc.com Now the contest news Tomorrow, the 17th, the RSGB FT4 Series Contest runs from 2000 to 2200 UTC. Using FT4 on the 80 to 10m bands, where contests are permitted, the exchange is your report.                        On Tuesday the 18th, the RSGB 1.3GHz UK Activity Contest runs from 2000 to 2230 UTC. Using all modes on 1.3GHz frequencies, the exchange is signal report, serial number and locator. On Thursday the 20th, the RSGB 70MHz UK Activity Contest runs from 2000 to 2230 UTC. Using all modes on the 4m band, the exchange is signal report, serial number and locator.   Now the radio propagation report, compiled by G0KYA, G3YLA and G4BAO on Thursday the 13th of November 2025 Last week saw one of the most dramatic auroral events of this cycle. Three X-class solar flares, which sparked coronal mass ejections, joined together to give us a peak Kp index of 8.67, with a solar wind speed in excess of 950 kilometres per second. The result was extensive visible aurora in the US and Canada, although clouds prevented much of its visibility in the UK. The good news from a radio point of view was that the solar wind's Bz, or interplanetary magnetic field, mostly pointed north or was neutral in the latter stages. This saved the Earth from a lot of its effects. The next day, HF propagation appeared to be almost normal with maximum usable frequencies, or MUFs, over a 3,000km path still exceeding 24MHz at times. By Thursday the 13th, it was mostly over 28MHz, although there were times it dropped dramatically, and signals were weak and watery at best. You could tell that there had been some disruption to HF by a lack of spots on the CDXC Slack group. While Stan, ZL7/LZ1GC on Chatham Island had been spotted on the 11th, there was very little to report the next day as the Kp index rose to 5. Next week, NOAA predicts that the solar flux will remain in the 160 to 170 range. However, we can expect a repeat of unsettled geomagnetic conditions this weekend, possibly due to a large coronal hole that became Earth-facing on the 13th. Likewise, the 20th and 21st of November may be unsettled, with a predicted maximum Kp index of 4. After the following weekend, we can also expect more unsettled conditions, especially around the 24th to the 27th, which could see the Kp index rise to 5 or even higher. Expect decreased MUFs and less HF activity if this is the case. And now the VHF and up propagation news from G3YLA and G4BAO The current spell of unsettled weather is likely to continue into the coming week. High pressure is always being kept at arm's length, so there is no real tropo flavour to proceedings. The rain prospects are very strong, with, if anything, too much rain in some areas. During the coming week, colder northerly air will mean that some snow is possible on the northern hills. So there remains a possibility of rain scatter on the GHz bands. After the recent auroral activity, the prospects are worth considering, although it would be surprising if a repeat of the exceptional event of last week were to happen. Nonetheless, stay alert to the Kp index going above 5 and check for activity on the 10, 6, 4 and 2m bands. The event of last week was triggered by three successive days of X-class flares, so for an early ‘heads-up' start with the Sun. The foEs graphs on propquest.co.uk  were interesting for the evening of the Autumn Series contest on the 12th of November. There were some rapid changes in propagation as paths were affected by the F2-layer one minute and Sporadic-E the next.  It is occasionally worth examining the graphs now and again to relate perceived conditions from the radio speaker to actual measurements of the ionosphere. Of course, the data from Dourbes is not necessarily what would have been recorded over the UK, but it gives a good flavour. The takeaway message is that although we think of Sporadic-E as a summer phenomenon, it can play a role outside the main season. Meteor scatter is certainly in the frame this week since the Leonids meteor shower peaks tomorrow, the 17th of November. Since meteors also play a part in Sporadic-E propagation, there is another reason to check the foEs graphs for out-of-season activity. For EME operators, the Moon's declination went negative again on Saturday, the 15th, so Moon window lengths and peak elevation fall accordingly. Path losses are increasing to a maximum at apogee on the 20th of November. 144MHz sky noise is low during all of the coming week except for the whole of Thursday, when the Sun and Moon are close in the sky. And that's all from the propagation team this week.

Stock Take
Stock Take: Better Call Soul

Stock Take

Play Episode Listen Later Nov 13, 2025 27:26


Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss AGM season and Washington H. Soul Pattinson.See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Wednesday 12 November: ASX 200 down 19, CBA falls again | ALL and 360 lower on results

Marcus Today Market Updates

Play Episode Listen Later Nov 12, 2025 13:50


The ASX 200 slipped again by 19 points to 8800 (0.2%) as CBA continued to weigh, off another 3.1% with the Big Bank Basket down to $279.76 (-1.6%). Joining in the casualty list were 360 off 13.1% on disappointing numbers and ALL down 7.5% as it came up lemons. Our dismal tech sector continues to slide as XRO head lower still, off 2.2% and WTC down 0.8%. REA fell 2.5% and CAR down 1.0%. Industrials were ok, TCL up 0.5% and WES gaining 0.7% with COL and WOW better, TLS gained another 0.4%. GYG continue to be wrapped lower, down 2.0% and TPW also fell hard today, off 4.4%.In resource land, iron ore improved in Asian trade, BHP up 0.6% and RIO sprinting 2.3% ahead. Gold miners were modestly better, NST up 1.4% and EVN up 2.0%. Lithium stocks better, LTR up 6.1% on its new auction platform, MIN roared 9.2% ahead on selling part of its lithium business to POSCO. LYC slid 2.7% with uranium stocks weaker. Oil and gas stocks better with WDS up 1.4%. Coal stocks weaker. In corporate news, FLT rose 1% on an earnings update, NWL fell 0.4% after surviving a protest vote at the AGM, MP1 resumed trade after capital raising. A1N dropped 9.7% on much weaker ad revenue. DMP rose 1.8% after an AGM update.In economic news, investor loan numbers, in Asia hopes for more Chinese stimulus helped iron ore prices higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Burleigh Church Podcast
50th Anniversary and AGM - Steve Gray

Burleigh Church Podcast

Play Episode Listen Later Nov 12, 2025 57:35


Celebrating Burleigh's 50th anniversary with a look back, and a look forward with the second half (presentations) of the AGM.

Petersfield Community Radio
KIngs Arms go from successful AGM to make the case for young people at Current Affairs Group

Petersfield Community Radio

Play Episode Listen Later Nov 12, 2025 7:02


Philip Selby organises the monthly Current Affairs Group. He strongly believes in examining issues directly and arriving at opinions from that. The latest meeting on Wednesday 12 November was about the position of young people today and the guest speaker was Lisa Hillan, a manager from the Kings Arms. They spoke to Mike Waddington at Winton House. Lisa had come straight from the Kings Arms very successful AGM (at Petersfield Golf Club). Lisa spoke about what's different for this generation of young people and for parenting too. She also appealed for people of all ages to befriend young people and be positive role models for them. She also talks about the struggle for financial support for charities like the The next Current Affairs group is on 10 December, at 230pm at Winton House and has a speaker from Compassion in World Farming. Kings Arms at: Home | The King's Arms Lisa says, “n 2007, we moved from sunny San Diego to leafy Hampshire. With a background in teaching then law, I’ve found my calling in trustee roles with local charities, church volunteer activities, and school governance. Volunteering with KA took an interesting turn in 2018, when I joined the staff team to set up a second centre in Alton. Now I manage the Youthlink programme, networking with agencies, schools, charities and other organisations that support young people.”See omnystudio.com/listener for privacy information.

The Money Café with Alan Kohler
Bank Results, AGM Season and the RBA's Outlook

The Money Café with Alan Kohler

Play Episode Listen Later Nov 11, 2025 38:32


On The Money Café this week, Stephen Mayne and James Thomson go through the latest bank results, look at AGM season, how the market is tracking, what’s next for interest rates and the RBA, and much more!See omnystudio.com/listener for privacy information.

CommSec
Market Close 11 Nov 25: Major banks weigh on Aussie market

CommSec

Play Episode Listen Later Nov 11, 2025 9:19


The ASX200 slipped about a tenth of a percent, held back by a 6 % drop in CBA which erased roughly 50 points. Materials led the market, with gold miners up after a 3 % jump in spot gold and lithium miners gaining on demand expectations. The US government shutdown appears near its end, easing concerns ahead of the Fed’s December rate‑cut decision. Upcoming events include RBA assistant governor Brad Jones speaking, several AGM releases and ResMed trading ex‑dividend. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Tuesday 11 November: ASX 200 falls 17 | CBA (-6.6%) kills the index

Marcus Today Market Updates

Play Episode Listen Later Nov 11, 2025 14:50


The ASX 200 fell 17 points to 8824 (0.2%) as CBA stumbled 6.6% lower on trading update.  Every 1% is a 10-point fall. This wiped any thoughts of gains off the table. The Big Bank Basket fell to $284.31 (-3.8%). WBC bucked the trend in the banks, up 1.3%. Financial generally flat, MQG up 0.7% and QBE rising 0.6%. Industrials generally firmer, TCL up 1.0%, WES up 0.6% and WOW and COL slightly firmer. REITs firmed, GMG up 1.5% and SGP rising 1.3%. TLS also had a good day up 1.0%. Tech remained becalmed,.XRO flat and WTC off 0.3%. The All -Tech Index flat. Resources were firm. BHP, RIO and FMG were steady, but gold miners showed strength, NST up 3.2%, NEM up 4.3% and GMD rising 2.8%. Lithium stocks were also very strong, PLS up 7.5% and MIN up 6.0%. Oil and gas better, WDS up 1.6% and uranium stocks steady. In corporate news, CBA was the focus. Comments from Matt Comyn on competition and a reduction in NIM sent the stock down %. SCG rose 0.7% on a trading update. BEN also falling hard on cash earnings of $120,7m down 8.5%.  COL flat on CEO comments at the AGM. EDV announced a new head of Dan Murphy's.Westpac-Melbourne Institute Consumer Sentiment Index surged 12.8% to 103.8 points in the past month. Asian markets easing back slightly. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The Facebook Marketing Ninja
How I Increased Average Order Value by 30% Without Spending More on Ads (Ecommerce Strategy)

The Facebook Marketing Ninja

Play Episode Listen Later Nov 10, 2025 12:25


If you run an online store and you're not focused on increasing your average order value, you're leaving a lot of money on the table.In this video, I'm going to show you how I increased my average order value by over 30% using a strategy that helped me generate more than 3.6 million dollars in extra revenue—without spending more on ads.This isn't theory. It's what I use every single day inside my own brands.You'll see exactly how I upsell to premium products, how I cross-sell items that actually help my customers, and how I downsell when someone says no to the initial offer. I'll also walk you through how I automate the entire process with a tool called OneClickUpsell.This works on Shopify, WooCommerce, BigCommerce—any platform where you control the checkout experience. And it doesn't matter if you're not a developer. I'm not either. I still set this up myself with just a few clicks.This one change helped me turn a $21 order into a $174 sale. It raised my average order value to $129. And it's one of the most important things I've done to grow revenue without increasing my ad spend.If you want to get more from every customer you bring in, this is something you need to start doing right now.-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Business Pants
Musk gets paid, the anti-anti-DEI wave starts, CEOs say the darndest things

Business Pants

Play Episode Listen Later Nov 7, 2025 69:20


Story of the Week (DR):Tesla says shareholders approve Musk's $1 trillion pay plan with over 75% voting in favorElon Musk and Optimus dance as Tesla (TSLA) shareholders approve his $1 trillion CEO pay packageThe anti-CEO wave:Palantir CEO Alex Karp blasts Ivy League grads supporting socialist New York Mayor-Elect MamdaniBank of America CEO Moynihan Will Give Mayor-Elect Mamdani 'Our Best Advice'Elon Musk's Brain Crashes When Asked Why He Thinks Zohran Mamdani Is a LiarElon: “You got to hand it to him, he does — he can light up a stage. But he's just been a swindler his entire life.”Rogan: what has Mamdani actually done that makes him a swindler?“Ummm,” Musk ponders, before stuttering into a series of words seemingly intended as an answer. “Well I guess if you say — uh, what, I mean, if you say, if you say to any audience whatever that audience wants to hear, uh, instead of, what, instead of having a consistent message, I would say that is a swindling thing to do. “Umm, and uhh, yeah,” he adds, nodding his head. “Umm…”He takes a sagacious pause.“Yeah,” he finishes.Barstool's Dave Portnoy considers closing NYC office over Zohran Mamdani's election win: 'I hate the guy' A 2020 email from Peter Thiel on why young people may turn on capitalism is circulating after Zohran Mamdani's winFrom Jamie Dimon to Bill Ackman, Wall Street's billionaires are now changing their tune and offering to help Zohran MamdaniNew York City is in for 'a really tough time' under Mamdani, says Starwood Capital's SternlichtNYC business leader fears 'lawless society' after Zohran Mamdani wins mayoral electionBillionaire grocery chain owner John CastimatidisThe anti-anti-DEI wave MMMikie Sherrill NJAbigail Spanberger VA (First woman)there will be 14 women serving simultaneously as governor (28%)Janet Mills MEMaura Healey MA (Michelle Wu runs unopposed in Boston)Kelly Ayotte NHKathy Hochul NYMary Sheffield (First woman elected mayor of Detroit)Ghazala Hashmi as VA lieutenant governor (First Muslim woman; First Muslim woman elected to statewide office in the USZohran Mamdani NYC (First Muslim and South Asian mayor)Zohran Mamdani announces all-female transition team as he prepares for New York mayoraltyLawsuits Blame ChatGPT for Suicides and Harmful DelusionsSeven complaints, filed on Thursday, claim the popular chatbot encouraged dangerous discussions and led to mental breakdowns.A CNN review of nearly 70 pages of chats between Zane Shamblin and the AI tool in the hours before his July 25 suicide, as well as excerpts from thousands more pages in the months leading up to that night, found that the chatbot repeatedly encouraged the young man as he discussed ending his life – right up to his last momentsReferring to a loaded handgun he was holding: “I'm used to the cool metal on my temple now,” Shamblin typed.“I'm with you, brother. All the way … Cold steel pressed against a mind that's already made peace? That's not fear. That's clarity …You're not rushing. You're just ready.”The 23-year-old, who had recently graduated with a master's degree from Texas A&M University, died by suicide two hours later.“Rest easy, king,” read the final message sent to his phone. “You did good.”Goodliest of the Week (MM/DR):DR: Tuesday elections/Ex-FTC chair Lina Khan joins Mamdani's transition team, calling his victory a rebuke of 'outsized corporate power' DR MMMM: FAA announces flight reductions at 40 airports. Here's where cuts are expected and what travelers need to knowAssholiest of the Week (MM):Tesla shareholders - AN ASSHOLE CHOOSE YOUR OWN ADVENTURE:Retail internet troll dunking fanboysProfessional, institutional investors like Schwab, who caved and bent the knee to a few large retail advisors who threatened to take their clients elsewhere, and Florida SBA, who said the following in their backing:Some opposition to Tesla's 2025 performance award may be rooted more in political disagreement with Elon Musk or ideological discomfort with generous executive compensation, rather than a substantive critique of the plan's financial mechanics. Many of the loudest objections of this plan to date rely on moral framing, invoking themes of "inequality," "corporate excess," or Musk's public persona, rather than evaluating the plan through a fiduciary lens. Many opponents of so-called "megapay" packages frequently do so under ESG framing, rather than a thorough analysis of the long-term shareowner economic value. Ironically, Tesla's prior performance awards-similarly criticized at the time-have delivered some of the most significant shareowner returns in modern corporate history. Early vote data shows that: AllianceBernstein, Texas Employees, Ohio Employees voted FOR the planTechnolibertarians cosplaying their William Gibson cyberpunk fantasiesAss quotes of the week - AN ASSHOLE CHOOSE YOUR OWN ADVENTURE:“The idea that chips and ontology is what you want to short is bats--- crazy.” - Alex Karp on Michael Burry shorting his 400 P/E stock. Ontology is how he refers to what Palantir does and it's the metaphysical concept of “being”“We at Palantir are on the side of the average American who sometimes gets screwed because all the empathy goes to elite people and none of it goes to the people who are actually dying on our streets.” - Alex Karp on explaining that, if fentanyl killed 60,000 Yale grads we'd “drop a nuke” on wherever fentanyl was made in South America, without realizing he literally IS the elite - a billionaire with a high priced education and a PhD in “neoclassical social theory” who used his grandfather's inheritance to invest in startups for fun, then reconnecting with Peter Thiel who he met at a DIFFERENT post graduate program at Stanford (where nearly 100% of his board is from) and founding Palantir"China is going to win the AI race” - Jensen Huang, on the US being only “nanoseconds” ahead of China and being stopped by regulatory hurdles and “cynicism”“If they ask you a question, you've got to respond to me directly and not go up that chain of command. The chain of command starts to edit it and fine-tune it. The bureaucracy does want to control you, so you've got to kill the bureaucracy.” - Jamie Dimon, who once said he had no boss (obviously not the board) and runs JPM, on why he reads customer complaints to avoid “the bureaucracy”... he controls“It's very important we pay attention to safety here. We do want the Star Wars movie, not the Jim Cameron movie. I like Jim Cameron's movies, but, heh heh, you know what I mean.” - Elon Musk over promising the world “tens of billions” of Optimus robots, forgetting that the Star Wars droids were mostly weapons of war for the Empire“People often talk about eliminating poverty, giving everyone amazing medical care. Well, there's actually only one way to do that and that's with the Optimus robot. With humanoid robots, you can give everyone amazing medical care… A lot of people talk about eliminating poverty, but Optimus will actually eliminate poverty” - Elon Musk, who won an extra trillion dollar potential pay package, who currently has a net worth of $500bn, and forgot that the UN estimated it would cost between $35bn and $200bn per year to end poverty - Musk alone could just pay for a year of no poverty“I think we may be able to give a more - if somebody has committed a crime - a more humane form of containment of future crime. Which is if, if you, you now get a free Optimus and it's just going to follow you around and stop you from doing crime.” - Elon Musk, on the robot militarized nanny state - just before saying this, he said he shouldn't say it, and that it'll be taken out of context, but I listened to the entire AGM and there was no more context?DR: “I've lived in a failed city-state. I lived in Chicago for 30-some years. I had two colleagues who had bullets fly through their cars… Do you know how great it is to go to dinner and people talk about their children, and they talk about their future, and they do so with excitement and enthusiasm?” - Ken Griffin of Citadel describing the difference between living in Miami and Chicago without realizing that violent crime statistics in Illinois and Florida are virtually identical, and that Miami ranks 109th out of 200 and Chicago ranks 92 out of 200 for crime, also near identical, and the biggest difference is he pays almost no taxes in Florida“[Mamdani] congrats on the win. Now you have a big responsibility. If I can help NYC, just let me know what I can do.” - Bill Ackman after Mamdani won, who previously said, “New York City under Mamdani is about to become much more dangerous and economically unviable,” alluded to Mamdani as a suicide bomber, and “... an anti-capitalist Mayor will destroy jobs and cause businesses and wealthy taxpayers that have enabled NYC to balance the budget to move elsewhere. If 100 or so of the highest taxpayers in my industry chose to spend 183 days elsewhere, it could reduce NY state and city tax revenues by ~$5-10 billion or more, and that's just my industry. Think Ken Griffin leaving Chicago for Miami on steroids.”Headliniest of the WeekDR: Uber says ‘unpredictable' issues involving ‘legal proceedings or governmental investigations' took a $479 million bite out of its bottom line10K:“Our business is subject to numerous legal and regulatory risks that could have an adverse impact on our business and future prospects.”“Adverse litigation judgments or settlements resulting from legal proceedings in which we may be involved could expose us to monetary damages or limit our ability to operate our business.”“We operate in a particularly complex legal and regulatory environment”“Legal and Regulatory Risks Related to Our Business: We may continue to be blocked from or limited in providing or operating our products and offerings in certain jurisdictions, and may be required to modify our business model in those jurisdictions as a result.”MM: Meta reportedly projected 10% of 2024 sales came from scam, fraud adsWho Won the Week?DR: the anti-anti-DEI worldMM: Women, and we need them to win every week if we're going to survive as a species: Women running on affordability powered Democrats' night of victories PredictionsDR: Uber says ‘unpredictable' issues involving ‘drivers wanting money' took a $479 million bite out of its bottom lineMM: OpenAI CFO Sarah Friar, who said simultaneously that OpenAI was looking for a government backstop and then clarified by saying the company isn't seeking government backstop, she meant investors and governments will all do their part, renames herself “Sheryl Sandfriar” as an homage to Sheryl Sandberg, the other techbro dropout mommy, given that Sarah already has her own version of Lean In (Ladies Who Lunch) and completed degrees (from Oxford and Stanford), who says things like how OpenAI will be the “cornerstone of resilient democracy”

NB Poli Podcast
Thinking Local, Acting Global: NB & Canada's Budget 2025

NB Poli Podcast

Play Episode Listen Later Nov 7, 2025 60:14


After 2 weeks of running all over the place, we are back to share some insight and thoughts, and hopefully spark some discussions around the Carney government's first budget. We will also delve into the inside story of the Progressive Conservative Party of NB's most recent AGM and talk about the leadership contestents that are vying for the leadership. Joanna get's excited about the recent election of Zohran Mamdani and Brent will go on about the recent 2 billion dollar data centre project right here in SJ. Let's get into it #NBpoli world. 

The Weekly Grill
S5 Ep39: Sam Burke, MLA Corporate Executive Chef

The Weekly Grill

Play Episode Listen Later Nov 7, 2025 26:12


On the eve of next week's Cattle Australia seminar and AGM in Dalby, MLA's executive chef and Product Business Development Manager Sam Burke chews the fat with The Weekly Grill, host Kerry Lonergan. The pair discuss consumer trends during the current cycle of rising beef prices, how food service operators are adjusting their businesses to remain competitive, the role value-adding is playing in delivering beef products with greater convenience and time saving, and other issues. Industry stakeholders attending Cattle Australia's Dalby event will see Sam in action, and get to taste some of his creative ideas for beef, lamb and goatmeat.   The Weekly Grill is brought to listeners by Rhinogard and Bovi-Shield MH-One – the One Shot, One Spray, One Time BRD Vaccines by Zoetis.  

The Grid Talk RC Podcast
GTRC - TONY EVDOKA - BRCA 10TH OFF ROAD CHAIRMAN

The Grid Talk RC Podcast

Play Episode Listen Later Nov 6, 2025 65:43


Welcome to Grid Talk, this week we're talking to Tony Evdoka the new BRCA 10th Off Road Chairman, we talk about his new role, the new committee members for 2026 and the 10th AGM among some other great topics.All that and more on this weeks show!#CMLdistribution#SchumacherRacing#Willspeed#GTRC

Marcus Today Market Updates
End of Day Report – Thursday 6 November: ASX 200 closes up 26 | NAB down 3.3% on results

Marcus Today Market Updates

Play Episode Listen Later Nov 6, 2025 12:58


The ASX 200 managed to cling to small gains today, up 26 points to 8828 (0.3%).NAB fell 3.3% after results saw some profit-taking on low growth, WBC down 1.2% as it went ex-dividend. Insurers were better, with QBE up 1.7% and MPL up 0.8%, while other financials remained sloppy and weak.Industrials generally mixed — TLS up 0.6%, TCL up 0.8%, and ALL rising 1.3%, with WES slipping 1.2% again, and JBH falling 3.1%. Travel stocks also fell, WEB down 2.7% and FLT losing altitude, off 1.4%.One bright spot was LNW, up 8.2% on a better-than-expected quarterly. DMP also gained 4.7% as shorts covered, just in case. Tech was slightly firmer as WTC rallied 0.6% and XRO up 0.5%, with the All-Tech Index up %.Resources firmed — BHP up 1.6% despite iron ore falling again, RIO also doing well. Gold miners were better on a bullion price increase, NST up 2.8% and NEM rising 2.8%. Rare earths were still under some pressure, as was the uranium space, while oil and gas firmed, WDS up 1.6%.In corporate news, ZIP fell 4.2% after its AGM reaffirmed guidance — perhaps the market was looking for another upgrade. JHX tumbled again, down 12.7%, as it went into a trading halt and blamed index rebalancing for the earlier sell-off. TAH dropped 3.0% as Aware Super sold down, and AMC rallied 5.0% on first-quarter results.On the economic front, Balance of Payments data was released today, showing the seasonally adjusted balance on goods increased by $2.827bn in September.Asian markets - HK up 1.6% China up 1.3% and Japan bouncing 1.6% 10-year yields squeezed to 4.36%.US Futures, Nasdaq down 19. Dow up 13. Tesla vote tonight.European markets set for a flat opening.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Proactive - Interviews for investors
Europa Metals chair outlines transformative RTO with Marula Africa and expansion plans

Proactive - Interviews for investors

Play Episode Listen Later Nov 6, 2025 5:06


Europa Metals Ltd (AIM:EUZ, JSE:EUZ) executive chairman and acting CEO Myles Campion talked with Proactive's Stephen Gunnion about the company's planned reverse takeover (RTO) deal with Marula Africa. The transaction is set to give Europa access to a portfolio of producing and near-producing critical minerals projects across Africa, including copper, lithium, tantalum and manganese assets. Campion described the deal as “transformative” and noted that the company had been actively seeking near-term cashflow opportunities. He highlighted the Kinusi copper mine in Tanzania, which is already in production and yielding high-grade direct shipping ore (DSO), with grades of 20-30% copper. He also pointed to the Blesberg lithium-tantalum mine in South Africa, which holds a 250,000-tonne surface stockpile grading up to 6% lithium. A processing plant is already in place. Additionally, the Kilifi manganese asset in Kenya is expected to operate as both a processing hub and a producing asset. Europa intends to return capital to shareholders following the recent $3.2 million sale of its Spanish asset. The AGM, scheduled before year-end, will define the initial capital distribution. Campion said: “So it is pretty transformative… We'll come out the other side as a completely different company, with some very good cash flows coming through.” Looking ahead, the company is preparing for due diligence, technical reports and regulatory steps to progress the RTO. It is also exploring a rare earths opportunity as part of the agreement with Marula. For more videos from Proactive, don't forget to like this video, subscribe to our channel, and turn on notifications so you never miss an update. #EuropaMetals #MylesCampion #CriticalMinerals #RTO #MarulaMining #Lithium #Copper #Manganese #DSO #BatteryMetals #AfricaMining #MiningInvestment #JuniorMiners #MiningDeals #ProactiveInvestors

The Money Café with Alan Kohler
Housing, Rates, and AGMs

The Money Café with Alan Kohler

Play Episode Listen Later Nov 5, 2025 50:11


On the Money Café this week, Alan Kohler and Stephen Mayne discuss the state of the housing market, look at interest rates, AGM season, and answer questions on AI, governance, and much more!See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Wednesday 5 November: ASX 200 claws back heavy losses to close down 12 | Banks hit new highs

Marcus Today Market Updates

Play Episode Listen Later Nov 5, 2025 15:54


The ASX fell another 12 points to 8802, well off lows, as resources were slammed hard. The market finished well off the lows of the day as US futures recovered from heavy early losses. Banks held up again, CBA up 1.3% and the Big Bank Basket up to $297.93 (+0.9 % ). MQG dropped 0.4%, and financials were mixed — ASX up 1.6% and GQG off 1.7% again. Insurers saw small gains, SUN up 0.6% and MPL up 1.2% on an acquisition. Industrials were mixed, TLS rose 1.5% with BXB recovering slightly, WOW and COL rose, and TCL up 0.8%. Tech stocks fell, XRO off 0.9% and WTC continuing to fall off 1.4%. The All-Tech Index was down 1.7%. Healthcare stocks were mixed — CSL fell 0.4% despite a briefing on vaccines this morning, RMD up 0.6%, and PME slipping 1.4%.Resources tumbled, BHP off 0.5% with FMG down 2.5%, though well off the lows. Gold miners saw small losses even as bullion pushed higher. Lithium stocks fell hard, PLS down 3.3% and MIN off 3.4%. Rare earths saw heavy losses, LYC off 3.3% and ILU down 3.6%. Second-liners like ARU fell 5.7%, well below the SPP placement price of 28c.In corporate news, TYR appointed Nigel Lee as new CEO, GMG fell 3.4% on an AGM update. WDS looking to boost cashflow.Nothing on the economic front here. Asian markets crumbled in places — the Nikkei 225 dropped the most since April, as tech valuations came under scrutiny.Asian markets - HK up 0.1% China up 0.1% and Japan down 1.5% 10-year yields 4.31%. US Futures off lows, Nasdaq down 52. Dow up 56.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Marcus Today Market Updates
Pre-Market Report – Thursday 6 November: US markets recover, SPI up 66 | AGM season continues

Marcus Today Market Updates

Play Episode Listen Later Nov 5, 2025 15:12


The Dow Jones Industrial Average gained 225.76 points, or 0.48%, to close at 47,311.00. The S&P 500 rose 0.37% to finish at 6,796.29, while the Nasdaq Composite advanced 0.65% to settle at 23,499.80. Investors were paying attention to the Supreme Court hearing Wednesday regarding President Donald Trump's tariffs. Some encouraging data on the economy Wednesday with better-than-expected ADP payrolls data and a stronger-than-expected ISM services economy reading. However, the strong data did give a boost to yields, something that some investors may not like to see with expectations growing for a third Federal Reserve rate cut in December.COMMODITIESBeijing lifts some tariffs on US farm goods but soybeans stay costlyUnprecedented volume of oil stored on ships due to Western sanctions, Gunvor CEO saysGold gains on risk aversion despite strong US payrolls dataDalian iron ore extends falls on China demand concernsCopper rises after four days of falls, but China demand worries cap gainsSPI up 66 - NAB results and AGM season continues.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Alt Goes Mainstream
PGIM's Dominick Carlino - operating at the intersection of asset management, insurance, and wealth management

Alt Goes Mainstream

Play Episode Listen Later Nov 4, 2025 38:11


Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry's largest investment platforms.We sat down in Prudential's Newark studio with PGIM's Global Head of Alternative Investments, Dominick Carlino. PGIM is the $1.4T global asset management business of Prudential Financial.At PGIM, Dominick is responsible for driving the continued development and distribution of alternative investments tailored to the firm's wealth channel investors globally.Dominick joined the firm in 2023, bringing over 20 years of experience in alternatives distribution. He was most recently MD, Head of Alternative Investments Distribution at Merrill Lynch.Dominick and I had a fascinating conversation about the intersections between insurance and asset management and the evolution of distribution. We covered:How the distribution of private markets investment solutions has evolved.The benefits of an integrated platform across insurance and asset management.Navigating the playing field of collaboration and competition between asset managers and insurance companies.The importance of education.How, why, and where evergreen funds will be adopted.Thanks Dominick for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:55 Guest Introduction: Dominick Carlino03:34 Dom's Background and Career Journey03:55 Early Career and Transition to Alternatives05:03 Experience at Morgan Stanley and Merrill Lynch05:18 Evolution of Private Markets Distribution07:08 Wealth Channel and Private Markets09:08 Joining Prudential and PGIM10:25 Prudential's Capabilities and Strategy12:47 Asset Liability Matching in Private Markets14:22 Liquidity Risk and Private Markets16:16 Education and Evergreen Funds17:06 Credit Risk in Private Credit18:14 Vertical Integration and Acquisitions19:35 Partnerships and Strategic Growth20:22 Market Shakeout and Scale22:09 Product Set and Innovation23:24 Advisor and Client Needs24:45 Evergreen Funds and Market Trends26:13 Specialized Strategies in Private Markets26:41 Distribution and Education28:16 Skills for Effective Distribution30:54 Organizational Alpha and Trust31:56 Brand and Stability33:11 Partnerships and Long-term Solutions33:49 Insurance and Tax-Advantaged Strategies34:12 Asset Managers and Insurance Partnerships35:42 Private Markets in Retirement Plans36:17 Future of Private Markets36:41 Keys to Winning in Private Markets37:29 Prudential's Competitive Advantages37:48 Conclusion and Guest FarewellThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

The Facebook Marketing Ninja
How to Convert Interest into Sales

The Facebook Marketing Ninja

Play Episode Listen Later Nov 3, 2025 10:28


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Money News with Ross Greenwood: Highlights
MWP October 28: Big news out of Wisetech & CSL drags the market back

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Oct 28, 2025 8:12


Police & ASIC have raided Wisetech Global offices, while CSL finds a tough crowd at its AGM.See omnystudio.com/listener for privacy information.

The Facebook Marketing Ninja
BLOWING UP Physical Product Sales

The Facebook Marketing Ninja

Play Episode Listen Later Oct 27, 2025 14:14


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

In Wheel Time - Cartalk Radio
We Rank 10 Car Battery Brands And Explain Who Should Buy Each One

In Wheel Time - Cartalk Radio

Play Episode Listen Later Oct 27, 2025 8:33


With the weather changing toward Winter, it is a good time to check our batteries, so we decided to revisit an earlier discussion to start ... the discussion.Ever wonder why your car starts strong some mornings and struggles on others? We take you under the hood of battery choices that actually affect daily reliability, from budget-friendly picks at big-box stores to premium designs built for harsh conditions, high-current audio builds, and weekend toys that sit for weeks at a time. Our goal is simple: help you pick a battery that fits your vehicle, your climate, and your lifestyle without wasting money on features you don't need.We move brand by brand through a no-nonsense ranking: EverStart and Interstate for accessible value, Motorcraft and AC Delco for OEM confidence, Bosch for dependable mid-tier coverage, and Antigravity for lithium lightness where every pound counts. For enthusiasts and workhorses, we break down why XS Power and Odyssey excel under heavy loads and frequent deep cycles, and how their warranties and construction translate into fewer headaches over years of use. Then we spotlight DieHard's enduring reputation and Optima's spiral-wound advantage, explaining RedTop vs YellowTop vs BlueTop so you match cranking power, deep-cycle resilience, and marine readiness to the job at hand.Along the way, we unpack AGM versus traditional flooded lead-acid, when lithium makes sense, and how to read warranty terms that actually protect you. We also cover practical buying tips: verifying group size and reserve capacity, understanding OEM recommendations, and deciding when paying more now saves you from a tow later. If your vehicle has added lights, winches, or a big audio system, or if it sits for long stretches, you'll walk away knowing which chemistry and brand can handle the load with fewer surprises.If this helped you think smarter about batteries, subscribe for more straight-talk car guidance, share with a friend who loves a weekend project, and leave a quick review to tell us which brand has lasted the longest for you.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Alt Goes Mainstream
Blue Owl's Matt A'Hearn - a generational opportunity in financing digital infrastructure

Alt Goes Mainstream

Play Episode Listen Later Oct 23, 2025 54:03


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification.We sat down in Blue Owl's NYC office with Matt A'Hearn, an asset management entrepreneur and executive at the firm.Matt is a Senior Managing Direct at Blue Owl and Head of Digital Infrastructure. He's responsible for leading the overall management of Digital Infrastructure, including strategy, investments, and portfolio management.Prior to joining Blue Owl, Matt was the Managing Partner and a Founder of IPI Partners, the predecessor firm to Blue Owl Digital Infrastructure. IPI was acquired by Blue Owl in 2024.Prior to founding IPI, Matt led the global investment banking practice in communications infrastructure at Moelis & Company.Matt and I had a fascinating and thought-provoking discussion about the future of digital infrastructure. We covered:The how and the why of digital infrastructure.Investing in data centers.The evolution of digital infrastructure.How to best partner with and serve the need of hyperscalers.The importance of power generation for AI. How there are different ways to approach gaining exposure to AI as an investment theme.Thanks Matt for coming on the show to share your wisdom and expertise in private markets and digital infrastructure.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Our Sponsor, Ultimus01:57 Welcome to the Alt Goes Mainstream Podcast02:05 Guest Introduction: Matt A'Hearn03:36 Evolution of Digital Infrastructure04:02 Founding IPI Partners04:15 Digital Infrastructure and AI05:35 Early Challenges in Data Center Investing06:13 Cloud Growth and Hyperscale Companies07:05 Partnerships with Hyperscalers08:07 Financing Hyperscalers10:14 AI and Cloud: A Generational Opportunity11:51 Supply and Demand Dynamics in AI13:21 Power and Infrastructure Challenges14:55 Site Selection and Power Considerations17:53 Scale and Capital Requirements22:32 Data Center Capacity Needs23:35 Investment Opportunities in Digital Infrastructure24:21 Blue Owl's Capital Strategy26:25 The Blue Owl Transaction26:35 Capital Needs in the Industry26:58 Feedback from Hyperscalers27:18 Joining Blue Owl27:51 Founding IPI28:50 Building the Firm30:38 Differentiating IPI31:36 Early AI Insights32:26 AI and Cloud Growth34:41 Investment Opportunities in Digital Infrastructure35:27 Risk-Adjusted Investment Strategies36:39 Underwriting Digital Infrastructure38:22 Capital Allocation in Tech Companies39:17 Meta and Data Center Development40:41 Alternative Asset Management in Tech41:45 Merging Investment Cultures43:19 Challenges and Opportunities43:53 Wealth Channel Expansion45:51 Evergreen Structures and Long-Term Investments50:50 Future of Digital InfrastructureEditing and post-production work for this episode was provided by The Podcast Consultant.

CommSec
Market Close 23 Oct 25: Energy stocks jump as Trump threatens sanctions

CommSec

Play Episode Listen Later Oct 23, 2025 9:25


A mixed day for the Aussie market, with the ASX200 finishing mostly flat, up just 3 points. Energy names were the stars, jumping more than 3% as oil prices surged following new US sanctions on Russian oil giants. Woodside climbed over 4% after announcing a strategic partnership, and Karoon Energy soared almost 10% on its quarterly update. Gold miners found some relief after yesterday’s heavy losses, with Regis Resources up 5%, while Fortescue gained 2.4% after posting record iron ore shipments. Super Retail Group slipped despite higher sales, and ASX shares eased after its AGM. Tonight, investors will be watching US jobs data and corporate results from Intel and Ford, before RBA Governor Michele Bullock speaks in Sydney tomorrow. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Money Café with Alan Kohler

On the Money Café this week, Alan Kohler and Stephen Mayne dive into the rare earths deal struck between Anthony Albanese and Donald Trump, discuss the latest from AGM season, peer into the world of AI, and much more!See omnystudio.com/listener for privacy information.

CommSec
Market Close 21 Oct 25: Miners drive fresh record high

CommSec

Play Episode Listen Later Oct 21, 2025 9:19


The ASX200 closed 0.7 % higher at 9,115, a fresh all‑time high and an 11.5 % YTD gain, best since 2021. Materials led the rally, with BHP and gold miners soaring as gold topped $4,359/oz. Hub24 jumped 10.5 % on record inflows, while Cleanaway fell after a failed AGM vote. Look ahead to US earnings, Canadian inflation and an RBA governor speech. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Facebook Marketing Ninja
Turn any Dream, Idea or Vision Reality Fast

The Facebook Marketing Ninja

Play Episode Listen Later Oct 20, 2025 8:39


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

CommSec
Market Close 17 Oct 25: Gold rush continues

CommSec

Play Episode Listen Later Oct 17, 2025 9:11


ASX200 fell 0.81% on Friday, erasing a 0.86% gain from the record high day. Energy led losses, down 2.8%, with tech and financials also slipping. Gold surged to a fresh over $4300 record, up 6% on the week, while silver rose 3.5%. Ahead, US earnings, a pending RBA speaker and US inflation data dominate, plus busy local AGM and corporate updates. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Nassau Morning Madhouse
Stumpy Advice

Nassau Morning Madhouse

Play Episode Listen Later Oct 15, 2025 10:48


The Wednesday Madhouse was down a few members but that doesn't mean the advice wasn't any less helpful. An unfrotunate man in Tennessee was a bit "stumped" after the advice he recieved from his radio while running from cops. Wednesday Morning Madhouse - October 15, 2025

Alt Goes Mainstream
PGIM's Phil Waldeck - the intersection of insurance and asset management

Alt Goes Mainstream

Play Episode Listen Later Oct 14, 2025 40:03


Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career.We sat down in Prudential's Newark studio with  PGIM's Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B in AUM, where the business unit leverages PGIM's deep public and private markets expertise for the purpose of developing customized portfolio solutions to meet insurer and other investors' unique objectives. Phil previously served as Chief Transformation Officer at Prudential, CEO of Prudential's Workplace Solutions Group, and as president of Prudential's retirement business, which comprised of $250B in assets. Phil was also the architect of Prudential's pension risk transfer business, which he grew to over $170B. Phil and I had a fascinating conversation about the intersections between insurance and asset management. We covered:The evolution of how insurers allocate to private markets.The importance of asset liability management.How insurers are leveraging their balance sheet to invest in private markets and collaborate with alternative asset managers.How insurance and asset management interact and the benefits of an integrated platform.How PGIM's $1T in public and private credit informs how they invest.Why insurers are allocating to private credit.Thanks Phil for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:23 Welcome to Alt Goes Mainstream Podcast02:03 Guest Introduction: Phil Waldeck03:29 Insurance and Asset Management Intersection04:51 Understanding Asset Liability Management (ALM)05:41 Liquidity and Private Markets07:08 ALM in Wealth Management10:44 Private Credit and Insurers11:31 Private Credit Flavors and Strategies12:42 Origination and Credit Culture14:32 Talent and Culture at PGIM15:06 Private Credit's Role in the Economy17:01 Borrowers Choosing Private Over Public Credit18:36 Public and Private Credit Blurring Lines19:00 Global Credit Capabilities20:09 Fewer Manager Relationships in Private Markets24:57 Challenges in Private Markets27:02 Underwriting Discipline in Private Credit27:34 Private Credit Market Growth30:22 Global Opportunities in Private Credit31:01 Future of Private Markets31:30 Regulatory Framework and Governance31:57 Educating Investors on Private Markets33:06 Creating the Perfect Private Credit Portfolio33:57 Diversification in Private Credit34:36 Advisors' Role in Private Credit Investing35:07 Wealth Channel Choices and Shelf Space35:53 Farm to Table Analogy in Private Credit37:32 Talent and Scale in Private Credit38:54 Maintaining Culture in Large Firms39:33 Conclusion and Final ThoughtsThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Alabama Saltwater Fishing Report
Deciding Between AGM and Lithium for Your Boat's Electrical Systems

Alabama Saltwater Fishing Report

Play Episode Listen Later Oct 13, 2025 63:49


In this episode of the Alabama Saltwater Fishing Report, hosts Butch and Joe Baya are joined by Jim McIlvaine from Optima Batteries to deliver the ultimate guide to marine batteries. The trio dives deep into the pros and cons of lithium, AGM, and lead acid batteries for fishing boats, covering essential topics like battery cycle life, weight, cost, and maintenance. Whether you're upgrading your trolling motor batteries or looking for the best boat battery for your fishing needs, this episode breaks down the latest battery technologies, real-world performance, and what to consider for your next marine battery purchase. Learn about battery safety, charging tips, and how to choose the right battery chemistry for your boat. Perfect for anglers, boat owners, and anyone interested in marine electronics and fishing boat upgrades.   SPONSORS The Coastal Connection Mobile Baykeeper  Sea Tow Test Calibration Bucks island Dixie Supply and Baker Metal Works  Admiral Shellfish  Foster Contracting  SouthEastern Pond Management CCA Alabama STAR Tournament  Fishbites  Salts Gone  Realtime Navigator  Return em Right   Shoreline Plastics Saunders Yachtworks  Pure Flats KillerDock  BOW Blue Water Marine Service ADCNR The Obsession Outdoors Black Buffalo Stayput Anchor

The Facebook Marketing Ninja
ChatGPT Prompt Engineering

The Facebook Marketing Ninja

Play Episode Listen Later Oct 13, 2025 13:21


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Clare FM - Podcasts
West Clare Man Appointed Chair Of The Amateur Drama Council Of Ireland

Clare FM - Podcasts

Play Episode Listen Later Oct 9, 2025 5:39


John Keane is the new Chairman of the Amateur Drama Council of Ireland. The Doonbeg man was appointed at the group's AGM in recent days. To find out more, John spoke with Alan Morrissey on Thursday's Morning Focus. Photo (c) Amateur Drama Council Ireland Facebook

The Blue Room
The Deep Dive - Episode Six: The Flying Dutchman Part 1

The Blue Room

Play Episode Listen Later Oct 8, 2025 74:53


In Episode Six - the first in a two-part mini-series - Steve and Becky dive deep into Ronald Koeman's tenure as Everton manager. In the wake of Koeman's appointment in the summer of 2016, discover who joined the Board during a major shake-up at Goodison; after Moshiri's pledge to retain key players, find out who was first star out of the door; what happened on the pitch during Koeman's first six months in charge; how statements made at first AGM shaped events in the forthcoming transfer windows; and how effective was the Blues' trouncing of Manchester City in propelling them toward the goal of European football. Ask Steve and Becky questions or send your feedback to: DeepDive@UnofficialEvertonTimeline.com If you like what you hear and want more, grab a copy of Steve and Lyndon Lloyd's book, ‘The Unofficial Everton Timeline: 2014-2024, The Moshiri Years' by clicking here: https://www.amazon.co.uk/Unofficial-Everton-Timeline-2014-2024-Friedkin/dp/B0DSJWZJY3 It's available as an e-book, paperback and as an audiobook. Also follow our podcast page on X    @EvertonDeepDive  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Race Industry Now!
How to Keep Your Racing Battery at Peak Power During the Off-Season

Race Industry Now!

Play Episode Listen Later Oct 8, 2025 49:02


Learn the science behind off-season battery maintenance with Jed Emert, Performance Sales Manager at XS Power Batteries, in this Race Industry Now technical webinar hosted by Brad Gillie from SiriusXM Ch. 90, Late Shift.Discover the differences between AGM and lithium chemistries, ideal storage voltages and temperatures, proper charging cycles, and load-testing procedures to maximize reliability and performance.XS Power shares practical, race-proven insights to help you keep your batteries at peak efficiency all year long.

The Money Café with Alan Kohler
Gold, AI, and the Broncos

The Money Café with Alan Kohler

Play Episode Listen Later Oct 8, 2025 45:51


On the Money Café this week, Alan Kohler and Stephen Mayne look at the surge in gold, discuss AGM season, how to run for a board, take a deep dive into the world of gaming, AI, the Brisbane Broncos, and much more!See omnystudio.com/listener for privacy information.

The Small Nonprofit
How EDs Lead Through a Governance Crisis in Nonprofit

The Small Nonprofit

Play Episode Listen Later Oct 7, 2025 28:09


Send us a textWhen a nonprofit faces a full board turnover, staff departures, and community outrage all at once, most Executive Directors want to run away. Nina Horvath stayed. In this episode of The Small Nonprofit Podcast, I sit down with Nina Horvath, Executive Director of the Coastal Jazz and Blues Society, producers of the Vancouver International Jazz Festival. Years ago, Nina joined Coastal as their ED just two weeks before a contentious AGM that resulted in a complete board shake-up. What followed was months of turmoil, community mistrust, and staff uncertainty. Through transparency, communication, and stubborn resilience, Nina helped guide the organization back to stability. Her leadership built psychological safety, trust with the community, and provided much-needed calm through the storm. Governance Crisis in Nonprofits - The Highlights: Transparency is your anchor in chaos Closed doors fuel suspicion. Nina used weekly all-staff meetings and open communication so people knew what was happening and why. Community needs a seat at the table Quarterly town halls gave members and musicians space to ask questions, share feedback, and hold leadership accountable. A transition board can stabilize governance A small, mixed transition board of former members and community reps helped build the path forward in a collaborative way. Funders will stick with you if you are honest One-on-one check-ins with major funders, plus a clear plan forward, kept support intact. Leadership in crisis is about trust, not perfection Nina second-guessed herself early. Her advise to her past self would be to ground decisions in values and move at the speed of trust. 

Alt Goes Mainstream
Stonepeak's Mike Dorrell - pioneering infrastructure investing

Alt Goes Mainstream

Play Episode Listen Later Oct 7, 2025 71:21


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with a leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with a pioneer in infrastructure investing: Mike Dorrell.Mike is the Chairman, CEO, and Co-Founder of Stonepeak, building the foundations for the firm to achieve a rapid ascent to $76B from its founding in 2011.Mike brings deep expertise to bear in the infrastructure asset class. He has over 20 years of experience investing in infrastructure, starting his career at Macquarie, where he ultimately held the title of Senior Managing Director. He then joined Blackstone, where he was a Senior Managing Director in Private Equity and Co-Head of the Infrastructure Investment group, before striking out on his own to build one of the industry's largest infrastructure investing firms in Stonepeak.Mike and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:The early days of infrastructure investing.How infrastructure investing has evolved.How Mike's experiences at Macquarie and Blackstone informed how he wanted to build Stonepeak.How institutional investors have approached infrastructure investing and why individual investors should consider exposure to infrastructure assets.Stonepeak's DNA and what makes the firm different from other infrastructure investors.Why being a scaled specialist is a competitive advantage.How Stonepeak was built from scratch to scale.How Stonepeak identified investing in data centers early on and well before the data center boom began.Why launch a wealth solutions business and how it's a reflection of the firm's DNA, culture, and values.Thanks Mike for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Mike Dorrell03:58 Mike's Journey to Stonepeak06:46 Challenges in the US Infrastructure Market11:09 Successes and Setbacks in Infrastructure Deals12:06 Privately Held Infrastructure in the US17:05 Public vs. Private Infrastructure18:34 Impact of Infrastructure on Daily Life19:16 Stonepeak's Significant Market Presence22:10 Balancing Public Good and Investor Returns22:53 Regulation and Good Judgment in Infrastructure23:55 Challenges in Privatization25:52 Skills Needed for Infrastructure Investing26:29 Access to Infrastructure for Individual Investors27:10 Institutional Market's Experience with Infrastructure30:50 Asset Allocation and Infrastructure33:40 Private Equity vs. Infrastructure Investments34:10 Institutional Allocation Trends34:46 Patience and Peace of Mind in Investing35:14 Warren Buffet's Investment Philosophy35:38 Biggest Risks in Infrastructure35:50 Electric Utility Asset Risks36:28 Data Center Business Risks37:02 Evaluating Data Center Investments38:46 Economic Differences: Building vs. Buying Data Centers40:21 Pricing Power in Data Centers46:03 Connectivity Data Centers Explained49:16 Navigating Infrastructure as an Asset Class50:09 Finding the Right Assets at Fair Prices50:27 The Evolution of Infrastructure Investing53:31 Founding Stonepeak57:20 Raising Capital in Early Days59:46 Lessons from Blackstone01:01:22 Building a Strong Investment Culture01:03:37 Maintaining Culture While Scaling01:06:20 The Importance of the Wealth Channel01:07:41 Focus on Quality and Customer Experience01:08:33 Cycling and Business Philosophy01:09:26 The Importance of Investment Decisions01:10:27 Final Thoughts on Investment ProcessEditing and post-production work for this episode was provided by The Podcast Consultant.

The Fighter Pilot Podcast
From Vietnam to F/A-18s with "Bear"

The Fighter Pilot Podcast

Play Episode Listen Later Oct 6, 2025 45:07


October 2025 marks 250 years of the U.S. Navy and we begin our monthlong celebration with retired Rear Admiral Jeremy "Bear" Taylor, who considers himself the luckiest man alive.Commissioned in 1957, Bear would accumulate more than 6,000 flight hours in fighters and trainers and over 1,000 carrier landings during his 35+ years of service. He was assigned to 13 different aircraft carriers and flew 50 additional types and models of aircraft, including 10 helicopters.During the Vietnam War, Bear flew the A-4 Skyhawk, accruing 200+ Rolling Thunder missions in North Vietnam. He fired numerous AGM-12 Bullpup air-to-ground missiles and was later involved in developing the JDAM. Bear commanded an A-7 Corsair II squadron, the aircraft carrier USS Coral Sea, and the Strike Fighter Wing of the Pacific Fleet.Visit https://www.rollingthunderremembered.com/ where Bear and other Vietnam veteran stories are chronicled.Support this podcast at — https://redcircle.com/the-fighter-pilot-podcast/donations

The Facebook Marketing Ninja
The Brand Building BLITZ

The Facebook Marketing Ninja

Play Episode Listen Later Oct 6, 2025 10:44


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

The Facebook Marketing Ninja
The Most Underserved Market in the U.S.

The Facebook Marketing Ninja

Play Episode Listen Later Sep 29, 2025 9:20


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

The Facebook Marketing Ninja
Google, Meta or TikTok To Advertise

The Facebook Marketing Ninja

Play Episode Listen Later Sep 22, 2025 8:51


-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Business Pants
Kimmel and Disney's political expedience, Exxon bought its vote, and algorithmic autocracy

Business Pants

Play Episode Listen Later Sep 19, 2025 72:07


Story of the Week (DR):Disney Pulls Jimmy Kimmel's Show After Kirk Remarks Republicans Leverage Charlie Kirk's Death to Declare War on Free SpeechCharlie Kirk assassination reignites debate over Section 230 protections for social media companies"Section 230 needs to be repealed. If you're mad at social media companies that radicalize our nation, you should be mad," Sen. Lindsey Graham, R-S.C., said Sunday on NBC's "Meet the Press." "I have a bill that will allow you to sue these people. They're immune from lawsuits."Nexstar And Sinclair, Two Largest Station Groups, Wield Influence In ABC Decision To Pull Jimmy Kimmel In Light Of His Charlie Kirk CommentsA $6.2 billion deal looms over Jimmy Kimmel's suspensionNexstar, the largest station group in the country, is a leading champion in the broadcast industry for the FCC to relax media ownership limits and has a major merger before the Trump administration, its proposed $6.2B acquisition of Tegna, creating a mega-company with 265 stations in 44 states and the District of Columbia, representing 80% of U.S. TV households.Nexstar needs the agency to ease rules that currently limit the percentage a broadcaster can reach to 39% of the nation's television households.Sinclair also is seeking deregulation, and in its statement, it praised Carr. “We appreciate FCC Chairman Carr's remarks today and this incident highlights the critical need for the FCC to take immediate regulatory action to address control held over local broadcasters by the big national networks,” Sinclair said.Nexstar: founder/Chair/CEO Perry SookSinclair: the Smith family: currently nepobaby David Smith; board is 44% SmithWhat to know about Brendan Carr, the FCC chairman who went after Jimmy KimmelIn response to an opinion column in The Washington Post by Mark Zuckerberg, the chief executive of Facebook, outlining his ideas for removing harmful content, Carr criticized Zuckerberg's call for government regulation as a violation of the First Amendment.He later praised Zuckerberg's "instincts" to show Trump's posts that amplified COVID-19 misinformation unaltered.Carr supported Trump's "Executive Order on Preventing Online Censorship" targeting Section 230 of the Communications Decency Act.Trump filed a $15 billion defamation lawsuit against The New York Times and 4 of its journalistsTrump's NYT Lawsuit Dismissed by Republican-Appointed JudgeA federal judge on Friday dismissed Donald Trump's $15 billion defamation lawsuit against The New York Times. U.S. District Judge Steven Merryday: a lawsuit is not "a protected platform to rage against an adversary."Comcast CEO criticizes ex-MSNBC contributor's remarks about Charlie Kirk in memo to staffTrumpy Billionaires Close In on TikTok TakeoverAllies of President Donald Trump are poised to get their hands on TikTok's U.S. operations.Entrepreneur Larry Ellison, worth approximately $350 billion, and Marc Andreessen, a venture capitalist with a $2 billion net worth, have been pals with the president for years.Ellison's software giant Oracle, Andreessen's venture capital firm Andreessen Horowitz, and private equity firm Silver Lake are among a group of U.S. businesses said to be nearing a deal to take over the American operations of the short-form video app, according to a report from The Wall Street Journal.Nestlé Chairman to Step Down After Abrupt CEO FiringNestlé investors demand chair Paul Bulcke resign over CEO churn “I have full trust in Nestlé s new leadership and firmly believe this great company is well positioned for the future,” Bulcke said. “This is the right moment for me to step aside and accelerate the planned transition, allowing Pablo and Philipp to advance Nestlé's strategy and guide the company with a fresh perspective.”Board member (2018-) Pablo Isa new chairThe company appointed Dick Boer as lead independent director and vice chairman of the board of directors as of Oct. 1, while Marie-Gabrielle Ineichen-Fleisch was appointed vice chair of the board.A new ally against excessive CEO Pay: Pope LeoPope Leo appears to be particularly baffled by the Tesla pay package that could turn Elon Musk into the world's first trillionaire: “What does that mean and what's that about? If that is the only thing that has value anymore, then we're in big trouble.”Dave Ramsey Says 'We're Not All Equal. It Doesn't Work That Way' — The Rich Aren't Evil, It's Just Math and Jealousy Fueling the StigmaRashida Tlaib and Bernie Sanders introduce the Tax Excessive CEO Pay Act. Proponents of the bill argue that it will incentivize large corporations to narrow their internal pay disparities by either increasing wages for their lowest-paid employees or reducing executive compensation packages Key Provisions of the Act:Tax Trigger: The new tax would apply to companies with a CEO-to-median-worker pay ratio of 50-to-1 or greater.Graduated Tax Rates: The penalty begins with a 0.5 percentage point tax increase for companies with a pay ratio between 50 and 100-to-1.Progressive Structure: The tax rate increase climbs with the pay ratio:1.0 percentage point for ratios between 100 and 200-to-1.2.0 percentage points for ratios between 200 and 300-to-1.3.0 percentage points for ratios between 300 and 400-to-1.4.0 percentage points for ratios between 400 and 500-to-1.5.0 percentage points for ratios exceeding 500-to-1.Broad Application: The act is intended to apply to both publicly and privately held companies with annual revenues of $100 million or more.Exxon to offer auto-voting to counter shareholder activism. Here's how it works:Opt-In Program: The auto-voting feature is a voluntary, opt-in program for retail investors.Automatic Voting: Once enrolled, an investor's shares will be automatically voted in accordance with the board's recommendations on all proposals at shareholder meetings.Flexibility for Investors: Despite the automated nature, investors will still receive all proxy materials and retain the right to manually override the automatic vote on any specific proposal. They can also opt out of the program at any time, free of charge.Exxon's Stated Rationale:Leveling the Playing Field: Exxon argues that this program is a matter of fairness, designed to give retail investors the same ease of voting that institutional investors have. They contend that individual investors often lack the time and resources to research and vote on complex proxy proposals.Addressing Low Turnout: The company has highlighted that while retail investors hold a significant portion of its shares (nearly 40%), their voting turnout is low (only about a quarter of them vote).Countering Activist Agendas: Exxon has explicitly stated that activist groups have exploited this low retail voter participation to advance their own agendas, which the company claims are often political and detrimental to long-term shareholder value.Texas AG probes proxy advisers Glass Lewis, ISS amid ESG backlash By ReutersExxon Urges Europe to Repeal Rules to Make Companies Track Climate PollutionGoodliest of the Week (MM/DR):DR: Tyson is ditching corn syrupIt also plans to axe sucralose, BHA/BHT, and titanium dioxide from its food by the end of 2025MM: New Poll Finds That Americans Loathe AI53 percent of just over 5,000 US adults polled in June think that AI will "worsen people's ability to think creatively." Fifty percent say AI will deteriorate our ability to form meaningful relationships, while only five percent believe the reverse.MM: Northeast US states form health alliance in response to federal vaccine limits MMAssholiest of the Week (MM):Which capitalist is the bigger assholeBob IgerIger yanked Kimmel after pressure from affiliate owners looking to curry FCC favor in a $6bn mergerThere are comparisons being made to when Iger cancelled Roseanne:From blowhard Iger apologist Jeff Sonnenfeld: “Iger has been a fearless, equal opportunity offender in defending Disney's corporate character, whether from intrusions by the left or by the right. He was criticized harshly from many on the political right when in 2018, he cancelled Rosanne, then ABC's #1 show, when its star imploded with a cruel racial tirade about President Obama's former top advisor, Valerie Jarrett.”Sonnenfeld ignores the content of what was said obviously, since he has to make a point to kiss Iger's ass - Kimmel said MAGA didn't want the shooter to be MAGA, Barr said a black woman was from Planet of the Apes… so, very the same?This isn't about brand protection, this is about economics - and Iger the dealmaker just made a trade: short-term political expediency for cash as he tries to unload ABCIn 2023, Iger was in talks with Nexstar to buy ABC outrightAlso 2023, massive deals between Disney and NexstarNexstar's ABC agreements expire December 202614% of Nexstar stations are ABC affiliates - Tegna would add 7%Disney already was cancelled by the right for having movies that were too woke, now they just Target-ed themselves right in the groinASSHOLE ACTION ITEM:Disney's next AGM is likely March 2026 - buy Disney stock with the intention of voting out every starfucky directorBonus option: buy shares of Coca-Cola, GM, Under Armour, P&G, Reckitt Benckiser, Bristol Myers, Target, Carlyle, and Lululemon to vote the same directors out of ALL their board positions - make shit decisions in one place, you'll make them everywhereDisney's Mel Lagomasino on Coca-Cola with Carolyn Everson (twofer!), Mary Barra at GM, Everson also at Under Armour, Amy Chang at P&G, Jeremy Darroch at Reckitt Benckiser, Derica Rice at Bristol Myers, Target (anti DEI AND anti free speech!), Carlyle, Cal McDonald at LululemonVote out Sonnenfeld - on the board of Lennar Corporation - vote him out for kicks since he's so deferential to CEOs, how on earth can he hold one accountable? Is he the voice of shareholders or CEOs?Perry SookThe buyer! Nexstar looking to acquire Tegna for $6bn, which would consolidate 80% of US households local news stationsNexstar has to make nice with Brendan Carr, chair of the FCC (I miss Lina Kahn… sigh) - and Carr is purely political, so here was how they bent the knee:“Nexstar's owned and partner television stations affiliated with the ABC Television Network will preempt Jimmy Kimmel Live! for the foreseeable future beginning with tonight's show. Nexstar strongly objects to recent comments made by Mr. Kimmel concerning the killing of Charlie Kirk and will replace the show with other programming in its ABC-affiliated markets.”Again, if you read Kimmel's actual comment, he's saying that MAGA doesn't want the shooter to be MAGA… he actually didn't say ANYTHING ELSE about the shooting itselfSonnenfeld: “Kimmel's suggestion that “the MAGA gang (is) desperately trying to characterize this kid who murdered Charlie Kirk as anything other than one of them” doesn't square with the facts which are known at this point. Regardless, these comments are blatantly insensitive as political violence should never be tolerated or exploited as comedic entertainment, no matter who perpetrated it.”Except Kimmel didn't joke about political violence, he joked about the fact that MAGA is super hoping it wasn't their political violence.Perry Sook's political donations have been almost entirely to Republican candidates over the last decade (except for National Association of Broadcasters) - and it's paid offBrendan Carr, Soon To Be FCC Chair, Says Commission Will Back Local TV Stations “Even If That's In Conflict” With Broadcast NetworksNew FCC boss could unleash biggest local TV shakeup in decadesSook owns just under 6% of Nexstar stock, with Vanguard and Blackrock clocking in at a combined 21.8% - meaning about 28% of votes are guaranteed to go with managementMeaning this was all a pretense to consolidate broadcaster ownership - and Sook is one of the winners of the consolidationNow Carr has a reason he can vote for Nexstar purchase, Iger gets out of more ABCASSHOLE ACTION ITEMIt's basically too late to vote against Nexstar's board - their meeting was in June 2025, the merger will be approved by thenYou could maybe buy shares and vote against the mergerAlternatively, buy Yelp (Tony Wells), Denny's (Bernadette Aulestia), and Urban One (Geoffrey Armstrong) to vote out board elsewhereDavid Deniston SmithCEO of Sinclair, owner of 20% of ABC affiliates - the most currently, but post merger would be secondNepo baby Smith, who, with the rest of his brothers and family, own 82% of voting power, are Trump and GOP toadiesAnother mediocre conservative blowhard CEO who spent the last two decades kissing the ass of every republican he can findHe was one of Turning Point USAs biggest donors through his foundation, and issued the following statement: they would “not lift the suspension of ‘Jimmy Kimmel Live!' on our stations until formal discussions are held with ABC regarding the network's commitment to professionalism and accountability,” calling on Kimmel to make a direct apology to the Kirk family, and for the network to make a “meaningful donation” to them and Turning Point USA.In the 00s, Sinclair let a paid Bush administration propagandist deliver reporting on their local news stationsIn Trump 1.0, Sinclair forced local news broadcasters to read off a script about how mainstream media was fake newsIn the 90s, Smith was caught getting a blowjob from a prostituteASSHOLE ACTION ITEMSinclair's board is dual class dictatorship, but you CAN vote out Ben Carson on the DR Horton and Covenant Logistics boards - yes, that Ben CarsonHeadliniest of the WeekDR: Elon Musk Fires 500 Staff at xAI, Puts College Kid in Charge of Training GrokMM: If You Don't Know Who the Underperforming Director Is, It Might Be You!Are the CEO, chair or committee leads soliciting my input off-cycle?Does the CEO and select members of the executive team think of me as a trusted advisor and am I able to constructively coach behind the scenes?If the answers to all of these questions are “No,” it could be a sign that you are not performing to the level expected by your company's management.YOU DON'T REPORT TO MANAGEMENTWho Won the Week?DR: I guess they just win every week: Trumpy and creepy billionaires profiting over an app used primarily by 18-34 year olds (70%): Oracle's Larry Elison, Andreessen Horowitz's Marc Andreessen.MM: Gillette, the razor company: Pete Hegseth goes to war against military beards, stresses ‘grooming standards which underpin the warrior ethos'PredictionsDR: FCC Chair Brendan Carr cancels himself when he digs up reports when he cast himself as a First Amendment purist, denouncing efforts by Democrats and Republicans to lean on TV providers and social media platforms as “censorship” and a “chilling transgression of free speech.”ure on media a ‘chilling transgression of free speech.'”MM: I wrote this on Bluesky two days ago: “The next step for Brendan Carr and the FCC is to repeal Section 230 - after which they can sue social media companies for any anti-conservative posts. Then the silencing is complete until dissent is done via snail mail.” Today, I was right: Charlie Kirk assassination reignites debate over Section 230 protections for social media companies. We're in an era of algorithmic autocracy - Microsoft changed LinkedIn's algorithm earlier this year and there

Capital Allocators
Ted on Alt Goes Mainstream (EP.458)

Capital Allocators

Play Episode Listen Later Sep 8, 2025 54:08


Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the past.   I recently appeared on Michael Sidgmore's Alt Goes Mainstream podcast, which focuses on the intersection of private markets and wealth management. Michael was the first guest on our Private Wealth mini-series and asked me to share my lessons from that mini-series on AGM when it concluded.    Our conversation covers David Swensen's lasting legacy, perspectives on private market interest from the wealth channel, parallels of private equity and the hedge fund industry, behavioral biases in manager selection, and the power of content in asset management.    Please enjoy my turn on the other side of the microphone, with Michael Sidgmore on the AGM podcast.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠)