Podcasts about Allocation

IPO price. $135Retail. Process. Allocation. ConfirmationGavin Baker on 4th largest cloud ahead of Oracle. Jensen likes to give GPu's to people that can use themBrad Gerstner on how “smart” people lose money. Price target lower by $20.

POUR PARTICIPER : https://coachings.richissime.net/radio-libre/inscription Pose ta question à Delphine Pinon. Elle te répond en direct !Carole est fonctionnaire, mère seule avec 2 enfants. Depuis 5 mois, elle est en burn-out. Et depuis le 3e mois, son salaire est divisé par 2.Ce qu'elle ne réalise pas tout de suite : elle a €220 000 d'épargne. Issus de son divorce, répartis entre un compte courant, un livret A et un vieux PEP. De l'argent qui dort, qui ne travaille pas — et qui pourtant pourrait changer complètement sa façon de vivre cette période.Sa question : est-ce qu'elle doit acheter sa résidence principale ? Investir en locatif ? Aller en bourse alors qu'elle n'y connaît rien ? Et comment faire quand on est endetté à 34% et qu'on ne sait même pas si on sera capable de reprendre le travail dans les mêmes conditions ?Dans cet extrait de la Radio Libre, Delphine lui répond avec beaucoup de douceur — et lui dit quelque chose d'essentiel : cet argent n'est pas là pour être optimisé à tout prix. Il est là pour lui permettre de traverser cette période dans les meilleures conditions possibles. Et ça change tout à la façon dont on aborde les décisions financières.

Most practice owners do not have a revenue problem early on. They have an allocation problem. Dr. Lona and Dr. Eric DiMartino discuss why treating revenue as personal income too soon often slows practice growth, and why the real challenge is learning to deploy money strategically into marketing, coaching, systems, and team development. They explore the common tendency to spend emotionally, hoard cash out of fear, or delay key investments that create momentum. The conversation connects these decisions to everyday practice realities such as patient acquisition, retention, staffing, leadership development, and long-term vision. When doctors learn to view revenue as fuel rather than validation, they create stronger systems, make better decisions, and build a practice that produces both growth and freedom. Key Highlights 02:20 – Why some doctors struggle financially long before revenue becomes the real issue. 03:59 – The difference between survival, stability, and scale, and why confusing them creates costly decisions. 06:01 – A deeper look at the investment many practice owners stop making too soon. 08:15 – What happens when a growing practice treats marketing like an expense instead of a responsibility. 08:39 – The reality of relying solely on referrals when your vision requires something bigger. 11:49 – Why strong lead generation can still leave a practice feeling stuck. 12:19 – The lesson behind the "dumb taxes" that many owners pay on their way to growth. 14:20 – What many doctors overlook when balancing caution, confidence, and personal spending. 16:25 – The connection between freedom, systems, and the people you choose to invest in. 21:52 – Why the ability to delay rewards often shapes the opportunities available years later. 24:21 - Dan Anticich from Success Partner Twoconnect, joins Dr. Andrew to discuss how chiropractic practices can improve lead conversion, patient reactivation, and operational efficiency through dedicated offshore support. They explore how virtual team members help practices protect marketing investments, strengthen patient communication, reduce administrative workload, and create scalable systems that support sustainable growth.   Resources Mentioned For more information about Two Connect please visit: https://twoconnect.com.au To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcast To schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcast Learn more about the Remarkable CEO Podcast:  https://theremarkablepractice.com/podcast

After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks suggest the market may finally be demanding answers.Today's Stocks & Topics: Primoris Services Corporation (PRIM), Market Wrap, Oil Stocks, Is the AI Trade Over? The Bear Case Against Hyperscaler Spending, 401k Allocation, Vanguard Emerging Markets Stock Index Fund (VEMAX), iShares Residential and Multisector Real Estate ETF (REZ), K92 Mining Inc. (KNT.TO), Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market Index Fund ETF Shares (VTI), The IPO Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

First Deputy Minority Whip, Habib Iddrisu, is calling for an urgent briefing from the Sports Minister regarding Ghana's preparations for the 2026 FIFA World Cup. He alleges that majority Members of Parliament have been allocated two slots each for supporters to be sponsored to attend the tournament, which he claims goes against a presidential directive prioritizing ticket access for Ghanaians residing in the host countries

The Finance Minister is promising more detail is coming regarding a billion dollar pre-Budget allocation. The funding's been labelled 'secret spending' by Labour. Nicola Willis says this reflects the Government's provision for a potential capital to operating forecast change in transport spend - that can be subject to future decisions. "That is literally what it is, and we will be taking policy decisions on that over the next few weeks and months." LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Finance Minister is promising more detail is coming regarding a billion dollar pre-Budget allocation. The funding's been labelled 'secret spending' by Labour. Nicola Willis says this reflects the Government's provision for a potential capital to operating forecast change in transport spend - that can be subject to future decisions. "That is literally what it is, and we will be taking policy decisions on that over the next few weeks and months." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Semaine #24. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

Mavis Amanor Avornyo (FireLady), multimedia sports journalist, offers Black Stars camp updates in the USA. (Listen)

Semaine #23. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion. David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world's largest alternative asset managers and how private capital is reshaping the global economy. The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing. Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.   Resources: Follow David Haber on X: https://x.com/dhaber Learn more about Apollo Global Management: https://www.apollo.com Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Corey Schuler, PhD(c), FNP, DC, CNS, and director of medical affairs at Allergy Research Group, details his paper “Energy Allocation Resilience and Endocrine Integration” in the International Journal of Molecular Sciences. He introduces the Energy Allocation System (EAS), which emphasizes how the body allocates energy—not just produces it—and links many symptoms to impaired bioenergetics and resilience. They discuss mitochondria as energy generators and cellular signaling hubs, the integrated stress response and endocrine coordination (HPA axis, thyroid, gonads), and mitohormesis/eustress (exercise, fasting, heat/cold, circadian “zeitgebers”). Schuler explains nuanced testing for fatigue (diurnal cortisol, CGM patterns, thyroid markers including T3/reverse T3) and a case of a perimenopausal woman where oral contraceptives and cortisol dysregulation affected glucose patterns. They cover mitochondrial support (removing obstacles like pollutants/antibiotics, triglycerides, carnitine, dietary fats, micronutrients) and pacing/sequencing lifestyle interventions.

Dr. Hoffman continues his conversation with Dr. Corey Schuler, PhD(c), FNP, DC, CNS, and director of medical affairs at Allergy Research Group.

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The University of Nebraska, Omaha on May 1, 2026. (00:00:00) - Introduction (00:02:11) - Charlie Munger's mental models (00:03:43) - Model 1: The Bedrock: Take a simple idea and take it seriously (00:04:06) - Model 2: Ben Graham's Fundamentals (00:04:59) - Model 3: Do not overdose on Ben Graham; Poor Charlie's Almanack, Philip Fisher, and Pulak Prasad (00:05:16) - Model 4: Buffett's lifetime 20-punch card (00:06:05) - Model 5: Stay in the epicentre of your circle of competence; John Arrillaga (00:07:52) - Model 6: A high error rate is guaranteed in investing (00:08:06) - Model 7: Circle the wagons: the 4% rule (00:08:44) - Berkshire's 12 best decisions in 60 years (00:09:41) - Mistakes in investing: Ferrari, Progressive Insurance & Goldman Sachs (00:12:10) - Model 8: Do not cut flowers and water weeds (00:13:02) - Model 9: Be a shameless cloner; VIC; Dataroma & SumZero (00:15:11) - Model 10: History does not repeat itself - but it does rhyme (00:16:16) - Model 11: Explain your investment thesis to a 10-year old in 3-4 sentences (00:16:41) - Model 12: You always need a rope to get out of the deepest well (00:20:50) - Model 13: Pursue quality intensely; Nick Sleep, Zen and the Art of Motorcycle Maintenance (00:25:31) - Model 14: Thou shall not use Excel (00:25:52) - Model 15: Develop and use a pre-investment checklist (00:27:54) - Model 16: Be singularly focused like Arjuna (00:29:31) - Read the footnotes; Turn every page: Robert Caro (00:31:44) - Model 17: Enjoy hunting for needles in haystacks; Buffett's childhood entrepreneurial adventures (00:33:41) - Japanese Company Handbook; My introduction to Charlie Munger & Debbie Bozanek (00:38:02) - Model 18: Your deepest desire is your destiny (00:41:15) - Model 19: You should always have someone to discuss your investment ideas with; Li Lu (00:42:53) - Model 20: The mistress always looks hotter than the wife!  (00:43:30) - Model 21: Neither a short-term borrower nor a long-term lender be (00:43:54) - Model 22: Introduce randomness into your life; Peter Lynch's One up on Wall Street (00:46:28) - Model 23: Be a Swiss Army knife (00:46:36) - Model 24-26: Focus on spin-offs, uber cannibals & spawners (00:47:18) - Model 27: Arbitrage is wonderful; Rupert Murdoch (00:48:26) - Model 28: Heads I win, Tails I don't lose much!; IPSCO and CONSOL Energy (00:51:43) - Model 29: Focus on low-risk; high uncertainty bets (00:52:56) - Model 30: Do not skim off the top (00:53:37) - Book recommendations: Poor Charlie's Almanack, Influence & Excellent advice for living (00:54:48) - Importance of the Bedrock model (00:55:30) - Finding great businesses (00:58:11) - Focusing on my deepest desire (00:59:23) - Berkshire Hathaway A-shares (01:00:35) - Intrinsic value of a company (01:02:17) - The Founders Podcast & Value Investors Club (01:05:34) - Pursue your passion (01:07:49) - Making of a Great American Capitalist by Lowenstein (01:09:05) - Family-run businesses; Walmart (01:10:24) - The Dakshana Foundation & Giving back (01:12:45) - Micron (01:13:43) - Warren's Too Hard pile & Charlie's pie-counter trips The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Join David Wolf, portfolio manager on Fidelity's Global Asset Allocation team, for an update on market dynamics and portfolio positioning. David will share insights into Fidelity Managed Portfolios, including recent over- and underweight exposures, and discuss how key macroeconomic themes are shaping the team's outlook for Q2 and beyond. Recorded on May 21, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- La répartition mondiale en action dans les Portefeuilles gérés de Fidelity Joignez-vous à David Wolf, gestionnaire de portefeuille au sein de l'équipe de répartition mondiale de l'actif de Fidelity, pour une mise à jour sur la dynamique du marché et la structure des portefeuilles. M. Wolf fera le point sur les Portefeuilles gérés de Fidelity, notamment sur les récentes surpondérations et sous-pondérations, et expliquera la façon dont les grands thèmes macroéconomiques façonnent les perspectives de l'équipe pour le deuxième trimestre et au-delà. Date : 21 mai 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Semaine #22. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

Ce lundi 25 mai, les complications liées à l'allocation sociale unique, ainsi que la régulation des emplois au regard des avancées de l'IA, ont été abordées par Olivier Redoulès, directeur des études de Rexecode, Victor Lequillerier, économiste et vice-président du Think Tank "BSI Economics", et Mathieu Jolivet, journaliste BFM Business, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Corrections! Not 10m Satellites: 10,000GolfI suck. But I will persevere. What is the point, if life is so stressful otherwise. GOOD Questions. PoliticsPlay You can't earn $1 billion.  AOC is so stupid and un motivating. Play. Bezos response529 Plans: Nuances of 529sGood problem to have. Dealing with Apartment costs exceeding “allowed” cost of housing. Total BS. MarketsBooming!!! ATH: 1 year: IGV up 18% since I bought: BOOM! Secondary Markets for Private CompaniesSPVs and LLCs buying interests with underlying shares in private companies is risky.  WSJ article here.My experience. Risk on, but understand it. Likely cash back, but may not get shares. If cash, taxable. SalesForce Mark is All-In on the All-in Podcast on AI. Play 40.00 Mark talking about the AI power of SalesForce, Slack, etc… FAR FROM DEAD.  Inspiration from Chamath on Time and Positivity. Key to winning:Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don't have the discipline to stay positive and grateful. Then time compounds the bitterness instead.Same with Finance and Investing. Tesla Tesla Berlin Manufacturing VideoTesla FSD Safety Data.SpaceXLaunch in a couple of hours!! IPO update. Allocation. $1.5-2. I'll bet it goes to 3t.  SpaceX website here. SpaceX and AnthropicDeal of $1.5b/ month for access to compute. AIPlay Jensen Huang on AI Driving GrowthOpenAI Lawsuit. Basically came down to SoL. Meaning he had 2 or 3 years to file. He knew about and went along with it for quite some time. Though I am a Musk fan, I agree with the simplicity of this. AI personal StoryGolf. Used Claude to interpret all stats and provide thoughts. PoliticsPlay Jeff Bezos on doing his job right and his for-profit companies will do more for societal good than any non-profit. Play. Jeff Bezos on what AI will do for jobs. Fraud: Kash Patel on arresting 15 people on Minnesota fraud of $90mAmy Bach 40+ years in prison. Feeding our Future. Here is another one $250m. Spencer Pratt

Salinas Valley Health has qualified to give free vaccines to children through a federally-funded program. And, California ups proposed support for the state food bank program.

Clare County Council drew down less than half of its allocation under the Tenant in Situ scheme last year. The local authority spent just €1.45 million of the €4 million available to it under the scheme which allows councils or the Housing Agency to purchase rental properties when the landlord is selling to prevent tenants falling into homelessness. The Government indicated in February that it plans to tighten the scheme as it's concerned some local authorities are too reliant on acquiring homes and aren't putting enough resources into building new ones. Ennis Fianna Fáil Councillor Clare Colleran-Molloy claims the scheme should be tweaked as it doesn't have a funding stream for properties in need of renovation.

There is an invisible resource that powers our smartphones and connects our devices: spectrum airwaves. But regulations governing these airwaves were set decades ago, long before the age of smartphones and autonomous vehicles. With technology changing at a rapid pace, are these regulations for this finite resource outdated? What is the growing importance of airwave spectrum in an economy that is increasingly wireless? And what does a property-rights regime for spectrum look like in practice?Shane is joined by Professor Thomas Hazlett, author of the best-selling book The Political Spectrum: The Tumultuous Liberation of Wireless Technology, from Herbert Hoover to the Smartphone (2017) and a leading voice in telecommunications, media, and the internet. He is currently the H. H. Macaulay Endowed Professor of Economics and director of the Information Economy Project at Clemson University. He previously served as chief economist at the Federal Communications Commission. His extensive knowledge makes for an excellent conversation.

Catch up on the key moments and presentations from FOCUS. Recorded on May 4, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Priorités de répartition : construire des portefeuilles résilients Découvrez les moments forts et les présentations de FOCUS. Date : 4 mai 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

The County Council is trying to balance new progressive income tax brackets by removing the flat homestead tax credit of $692 that goes to county homeowners when they live in the house they own. Maryland People' Counsel David Lapp explains his complaint against the regional electricity grid operator, PJM, for unlawfully allocating the cost of new transmission projects to Maryland ratepayers. And a group of clean water advocacy nonprofits are suing the state of Maryland over the lax control over industrial stormwater runoff in the state. And more. Music by Silver Spring rock musician MYSTR Treefrog.

Oil markets have been pushed higher by supply disruptions and geopolitical tensions, while natural gas prices have strengthened on weather-driven demand, reinforcing a powerful near-term earnings tailwind. The question is a familiar one: What will producers do with these additional cash flows?

In this segment, Mark is joined by St Louis Alderman Tom Oldenburg. He shares his reaction to Mayor Spencer's new plan for the St Louis Rams allocation money.

In this episode, Monika takes on the rising buzz around international investing and challenges a widely accepted idea — that global diversification is essential for everyone. She explains how the recent excitement around US markets, driven by the performance of companies like Apple, Microsoft, and Nvidia, has led many Indian investors to equate “going global” with smarter investing. Breaking down the theory versus reality, she highlights that true diversification is not about chasing returns but about understanding correlation, currency risk, and portfolio context. For most retail investors, she argues, jumping into international funds without this foundation is less about strategy and more about fear of missing out.She goes deeper into the structural complexities of international investing — from currency fluctuations to taxation differences and layered costs in fund structures. Monika emphasizes that while global allocation has its place, it is most relevant for investors with large, mature portfolios or specific foreign currency goals. For everyone else, the Indian growth story — backed by strong demographics, consumption trends, and expanding markets — offers more than enough opportunity. Her core message is simple but powerful: master domestic investing first, build discipline, and resist the noise. International exposure, she says, is not a starting point but an advanced step in the investing journey.In listener queries, an anonymous IT professional based in Johannesburg evaluates his ₹3.5 crore corpus and FIRE goal for Pune, with guidance on insurance, housing upgrades, and realistic retirement planning; Roshni Menon from Bangalore seeks a practical framework for integrating credit cards into a disciplined financial system without losing control over spending; and Dr. Gaurav Shah questions whether holding cash in anticipation of market corrections is wise, leading to a broader discussion on the pitfalls of market timing and the importance of consistent investing over macro predictions.Chapters:(00:00 – 00:00) Why International Diversification Isn't for Every Investor(00:00 – 00:00) Understanding Currency Risk, Taxation and Complexity in Global Investing(00:00 – 00:00) Planning FIRE Goals While Managing Career and Geographic Uncertainty(00:00 – 00:00) Using Credit Cards Safely Within a Disciplined Money System(00:00 – 00:00) Why Market Timing Fails and How to Stay Invested Through UncertaintyIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.comMonika's book on basic money management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monika's book on mutual funds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monika's workbook on recording your financial life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calculators⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production House: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.inoutcreatives.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production Assistant:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Anshika Gogoi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Last week around 1,500 complimentary day tickets to the Ryder Cup were posted to locals in Adare, which will play host to the golfing spectacle in September of next year, but it seemingly hasn't all gone to plan…Tidy Towns representatives have called upon the Government to step in and rectify what started as a gesture for locals.Joining Shane to discuss is Niall Collins, Limerick TD and Minister of State at the Department of Justice.

Gordon Duncan, Hugh Keevins and Scott Allan are in the studio, reacting to news that the SPFL has backed Celtic over away allocation tickets for this month's final Old Firm meeting against Rangers. Plus, we're hearing from Martin O'Neill, who says Hibs' fan views won't affect this weekend's game. Danny Röhl is also building up to Monday's game at Hearts, saying "the atmosphere will be on fire" for Monday's game at Tynecastle.We'll have a Full-Time Teaser and Beat The Pundit after 7pm.

Ensuing Loss Explained: Steven M. Bush on Coverage, Causation & Policy Language   Attorney Steven M. Bush of Merlin Law Group delivers a deep training session on one of the most misunderstood areas of property insurance claims: ensuing loss, concurrent causation, efficient proximate cause, and anti-concurrent causation language. This session was part of the "Mastering the Art of Public Adjusting" class provided by United Claims Professionals, hosted by Jack Hanks, with the recording sponsored by ShieldWolf Strongholds. In this training, Steven M. Bush explains why public adjusters must do more than simply identify damage. They must understand how the policy language works, how exclusions operate, how coverage can be brought back through ensuing loss language, and how different jurisdictions may treat the same facts very differently. This session covers: • What "ensuing loss" really means • Why the excluded cause may not be the end of the coverage discussion • How to read policy language with purpose and intent • The difference between ensuing loss, concurrent causation, and efficient proximate cause • Why anti-concurrent causation language can change the entire claim analysis • Florida, Texas, and Illinois distinctions • Why Texas claims often require careful damage allocation • The role of weather forensics, photos, intake forms, and investigation • Why public adjusters must know the policy before arguing the claim Steven also shares a practical highlighting system for reading insurance policies, including how to identify coverages, exclusions, endorsements, post-loss obligations, and key restrictions. This is not a beginner-level conversation. It is a "meat, not milk" training designed for public adjusters who want to sharpen their craft, protect policyholders more effectively, and understand how coverage decisions are shaped by policy language, facts, causation, and jurisdiction. Featured Speaker: Steven M. Bush, Attorney Merlin Law Group Training Provided By: United Claims Professionals Hosted By: Jack Hanks Recording Sponsored By: ShieldWolf Strongholds Educational Disclaimer: This video is for educational purposes only and should not be considered legal advice. Public adjusters should consult qualified legal counsel regarding specific claims, policy interpretation, statutes, case law, and jurisdiction-specific issues. Suggested Chapters 00:00 Welcome to Mastering the Art of Public Adjusting 07:01 Steven M. Bush Introduction 09:40 What Is Ensuing Loss? 11:46 What Ensuing Loss Does and Does Not Cover 13:20 Policy Highlighting System for Public Adjusters 16:50 Two Purposes of an Ensuing Loss Clause 20:17 Separate and Independent Resulting Losses 22:11 Common Policy Language to Look For 23:32 Roof Leak Example: Faulty Workmanship and Interior Damage 26:01 Ensuing Loss vs. Concurrent Causation 27:40 Efficient Proximate Cause Explained 31:35 Why the Chain of Events Matters 40:49 Concurrent Causation Doctrine 43:52 Florida's Sebo Case Discussion 47:05 Texas Burden of Allocation 48:31 Weather Forensics in Texas Claims 52:21 Failure to Segregate Damages in Texas 56:54 Anti-Concurrent Causation Clauses 1:00:24 Common Exclusions and "In Any Sequence" Language 1:04:31 Wind, Flood, Ordinance, and Anti-Concurrent Causation 1:08:11 Florida vs. Texas Coverage Overview 1:09:42 Final Review: Ensuing Loss, EPC, and Concurrent Causation #PublicAdjusting #PropertyInsurance #InsuranceClaims #MerlinLawGroup #UnitedClaimsProfessionals #ShieldWolfStrongholds #EnsuingLoss #InsuranceCoverage #ClaimsTraining #PublicAdjusterTraining

Washington's new income tax is already triggering serious economic concerns, with business owners warning it could drive jobs, investment, and tax revenue out of the state. In this episode of Washington In Focus Daily, we break down how new tax policy decisions could directly impact your wallet, your job market, and the state economy.

For more than 40 years, Gord Burton has been a respected outfitter, conservation advocate, and one of Alberta's most knowledgeable voices on wildlife management. In this episode, Gord joins Mark to unpack the history, policies, and on the ground realities that have shaped Alberta's outfitting industry and its role in sustainable wildlife stewardship as well as holistic while management in the province. From the origins of Alberta's licensing and allocation system to the modern challenges of habitat change, population monitoring, and public perception, this conversation offers rare insight from someone who has lived the evolution of wildlife management firsthand. Learn more about your ad choices. Visit megaphone.fm/adchoices

The April 16, 2026 SAFCA board meeting opened with a quorum, approved consent items, and reported no closed-session updates. Executive Director Jason Campbell highlighted a surprise $80 million federal allocation for the Natomas Basin project, ongoing DC advocacy, and focused federal and state funding coordination. He reviewed bond-refunding plans to support project cash flow, updates on the Folsom Dam raise and gate modifications, erosion concerns along the American and Sacramento Rivers, and the Corps' new rapid-planning requirement advancing the Yolo Bypass study to 35% design. The board expects further briefings and plans to return on May 21st.

This episode explores the complex architecture of criminal law and punishment, dissecting philosophical foundations, systemic mechanics, and empirical realities that shape how justice is administered. Aimed at law students and policymakers, it clarifies how different theories of punishment interact and conflict within the legal system—and what that means for fair, effective justice.Most criminal justice systems are built on conflicting philosophies—retribution, deterrence, incapacitation, and rehabilitation—each pulling in different directions, yet our prisons operate as if they're perfectly aligned. But what if the entire system is a fragile clash of ideas, incapable of delivering true justice? This episode takes you inside the mind of the “criminal law machine,” revealing how these foundational theories shape every punishment and why understanding their tension is crucial for anyone grappling with the morality and mechanics of justice.We begin with a shocking empirical study: a child's academic scores drop by nearly 5% simply because a classmate's parent is sent to prison. This sets the stage for a deep dive into how the ripple effects of incarceration harm society beyond the prison walls—an urgent reminder of the human collateral involved in every legal decision. From there, explore the meticulous architecture of criminal liability—how actus reus, mens rea, and causation are engineered to assign guilt—culminating in the ultimate question: why does the state have the moral authority to imprison?The core of this episode unpacks the four competing philosophies of punishment. Retribution, rooted in balancing the moral ledger, demands proportionality based on objective harm and moral blameworthiness—yet struggles to account for offenders' mental states or social context. Deterrence, aiming to prevent future crimes through fear, relies on the rational actor model, which empirical data overwhelmingly discredits—especially for populations impaired by trauma or substance abuse. Incapacitation offers a brute-force safety net, but risks turning into preventive detention based on biased risk assessments that embed socioeconomic biases and cognitive distortions like the fundamental attribution error. Finally, rehabilitation envisions a therapeutic cure, recognizing the potential for human change, but faces political backlash and societal skepticism.But here's the twist: these conflicting goals can't peacefully coexist. That's where limiting retributivism comes in—a master framework that acts as a gatekeeper, setting objective boundaries so sentences stay within morally justifiable margins. Within these bounds, the system then fine-tunes punishments using a hybrid approach that balances fairness with utility, ensuring similar crimes receive similar sentences and that harsher punishments are justified and not excessive. This delicate engineering—embodying concepts like the parsimony principle—aims to reconcile the warring philosophies, but the question remains: is this system resilient or fundamentally fragile?To close, we confront a provocative future: could an AI judge, free from human cognitive biases, flawlessly execute this complex synthesis of justice? Or is the moral weight of human judgment irreplaceable? As criminal justice looms at the intersection of machine learning, societal values, and empirical realities, this episode invites you to reconsider what true fairness looks like—and whether the current “machine” we've built is sturdy enough to deliver it.Perfect for law students, policymakers, or anyone seeking clarity on the philosophical underpinnings of modern justice, this episode reveals that behind every prison sentence lies a complex, often contradictory web of ideas—an imperfect machine trying to do its best, but perhaps always wobbling on the edge of collapse.

Welcome back to the BIG Home Ed Conversations Podcast. In this episode, Kelly and Ashley share how they tackled a surprisingly big topic with their kids: capital allocation and investing — including spending vs saving, risk, impulse buying, and how money habits form early (for better or worse). In this episode, we chat about: Why this topic matters (and why most of us weren't taught it!) Helping kids understand spend / save / invest / give Kelly's “family token currency” experiment (spend pot, save pot, investment pot + family pot) How risk works (and why investing can go up or down) Monopoly as a not-so-surprisingly good money-learning tool Bank accounts, budgeting, and setting realistic goals Impulse buying (and a family challenge to reduce it) Why values matter: experiences vs “stuff” (and how everyone prioritises differently) Every week we will be picking a new topic from the hat that we wouldn't often choose to cover with our kids - we go away and give it a whirl, coming back to share what we did - bit like home ed topic speed dating! Listen to find out next week's topic! Resources mentioned:Finance With Kids Podcast (Episode 24: Practicing Smart Spending Habits and Avoiding Impulse Buying)FI for Kids podcast (Financial Independence for Kids)Teachers Pay Teachers: “Personal Financial Literacy” (3rd grade math unit)Usborne Lift-the-Flap Questions & Answers About MoneyKnow Nonsense Guide to Money: An Awesome Fun Guide to the World of FinanceInvesting for Kids: From Piggy Banks to PortfoliosWhy Money Matters (Deborah Meaden)Monopoly - any version Season 5's paid sponsor is Strew — a home education logging app developed by a UK home educating mum and her brother. They've given us access to play around with the app over the next few weeks, and we'll be reviewing it honestly as we go. So far, we're especially loving:The feed (a scrollable timeline of what you've been up to)Uploading photos and adding notes (so your memories don't just sit in your camera roll with no context)The ability to scan books (and other learning) into the appThe optional AI feature that can help categorise what you've logged (e.g., literacy, maths, etc.) and generate “study points” If you want to try Strew, use code 'bighomeed' when you subscribe. - Head to https://strew.app/ to download it now on IOS and Android. Follow + connectInstagram + TikTok: @bighomeedpodcast Website + weekly blog/resources: bighomeedpodcast.com If you're joining in with our weekly topic challenge, come and tell us what you did — we'd love to share your ideas with the community.

If you don't know your target allocation percentages, you don't have a financial plan for your business. In this episode, I break down what TAPs actually are, why most business owners are running on the "hope and pray plan," and how knowing the right percentages—based on where your business is right now—can be the difference between financial chaos and a clear path to freedom.We talk about the five core Profit First bank accounts, what percentages you should be hitting at different revenue levels, and how to get started even if you're currently spending more than you're making. Whether you're brand new or already doing seven figures, this episode gives you a target to aim for.Timeline Highlights[0:26] Why not knowing your TAPs means you have no financial plan[0:48] What target allocation percentages actually are (and why they matter)[1:17] How Profit First works and why it's like the envelope method for your business[1:58] The five Profit First bank accounts explained[2:17] Why I call profit, owner's comp, and owner's tax the "Golden Trio"[3:19] The danger of the "black hole bank account"[4:02] How TAPs answer the question: how much goes where?[4:22] Why most businesses are built on the hope and pray plan[5:12] TAP breakdown for businesses doing $0–$250K in revenue[6:23] Why owner's comp is 50% at the early stage[6:46] How the percentages shift dramatically as you grow past $250K[7:36] Why you should never reinvest every dollar back into the business[8:14] The difference between TAPs (targets) and CAPs (current allocation percentages)[8:58] How to start with 1% to each Golden Trio account if you're upside down[9:17] How Profit First builds wealthy business habits—not just bank accounts[10:23] Where to find the full TAP breakdown for every business sizeKey TakeawaysIf you don't have target allocation percentages, you don't have a real financial plan.The five Profit First accounts are: income, profit, owner's comp, owner's tax, and operating expenses.At $0–$250K revenue, aim for 15% profit, 50% owner's comp, and 15% owner's tax.As your business grows past $250K, percentages shift—more toward opex, less toward owner's pay.Never reinvest every dollar back into the business—always protect the Golden Trio.Start where you are: even 1% to each Golden Trio account is progress.TAPs are your goal; CAPs (current allocation percentages) are your starting point.Links & ResourcesGet the full TAP breakdown for your business size and book a free discovery call: simplecfo.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective, be sure to like, subscribe, and comment below. If you're ready to apply what we talked about today with real guidance and accountability, visit profitrei.com to schedule a free discovery call and create your path to financial clarity and freedom.

In this episode, we break down the complex landscape of homicide offenses, focusing on how the law sorts accidental deaths, intentional killings, and everything in between. This is essential listening for anyone preparing for the bar exam, as understanding these categories can be the difference between passing and failing.Most criminal law topics are complex, but homicide is a biochemical puzzle wrapped in legal doctrine. Why? Because understanding whether a defendant's mental state at the moment of death elevates their crime from manslaughter to murder is everything—and it's far more nuanced than you might think.Imagine a towering glass machine, structurally simple but loaded with critical decision points. The outcome? Life in prison or a short sentence. The key to this machine? The defendant's mens rea—their mental state—as it shifts along sliders from purpose, knowledge, recklessness, to negligence. This episode unlocks the hidden mechanisms of homicide law, demystifying the rules that weigh emotional outbursts against cold calculation.You'll discover:How the law separates murder types through the “sorting machine” framework, with concrete examples like State v. Guthrie and Barry.The core differences between premeditated murder, felony murder, depraved heart, and voluntary manslaughter, with practical tips on spotting trap scenarios.The importance of timing, especially the cooling-off period, and how courts interpret impulsive acts versus calculated killings.Why strict standards like the "words alone rule" protect society from chaos and the dangerous limitations of emotional provocation defenses.How to apply the static “marble” metaphor to quickly classify facts and craft compelling arguments, whether pushing claims of intentional murder or defenses of heat of passion.Without this clarity, students often fall into common trap questions and lose crucial points. But mastering this process means you see beyond the gruesome details into the mind behind the act—an approach that transforms chaotic courtroom realities into a logical, manageable framework.Perfect for law students, bar exam candidates, and anyone serious about understanding the true mechanics of criminal homicide. If you want to avoid the pitfalls and confidently navigate the intricacies of homicide law, this episode is your essential guide.Quiz yourself: How does the legal definition of premeditation differ from cinematic expectations? When does reckless behavior become criminal, and why does the law assign blame based on the defendant's mental sliders? This episode connects the dots with precision, empowering you to argue both sides and crush every homicide question that comes your way.This is not just theory—it's the difference between passing and excelling on your exam, or even, saving a life by truly understanding these vital legal distinctions. Hit play and operate your own mental sorting machine with confidence.Why this works:The hook immediately teases the paradox of homicide law—where emotional outrage must be separated from legal standards—piquing curiosity. The episode's detailed breakdown of legal doctrines, real case studies, and practical exam strategies make complex concepts approachable, promising transformation from confusion to mastery. The focus on argumentation and categorization ensures listeners see the material as both intellectually rigorous and highly applicable, motivating them to listen all the way through.Key Topics:The law's inverted approach: how homicide is sorted via mens rea rather than building casesThe significance of actus reus and mens rea in categorizing a homicideVisualizing the legal classification as a multi-tiered sorting machineThe four sliders of mens rea: purpose, knowledge, recklessness, negligenceDetailed analysis of first degree murder: premeditation, deliberation, and the role of cool reflectionHow the felony murder rule functions as a shortcut to first degree murderThe distinction between depra

Vishal Verma's family office has been operating out of Silicon Valley for over thirty years. His father arrived from India in 1977 with eight dollars in his pocket, worked as a rocket scientist, and eventually became an entrepreneur and venture capitalist. The family formalized their office in the late nineties with early LP positions in Sequoia Fund IX and Kleiner Perkins. Today Vishal manages a portfolio split across twenty-one venture capital firms and twenty-eight direct co-investments in generational companies including Anthropic, Wiz, Stripe, and xAI.In this episode, Prashant and Vishal go deep on how a thirty-year family office actually thinks about venture capital — the vintage strategy, the concentration framework, the Anthropic bet, and why most of what you hear about the first mover advantage is wrong.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about -– The family origin story: $8 at the border to Silicon Valley– Portfolio construction: 70/30 public to private– The vintage strategy: why you have to be at every party– Three concentrations reshaping the VC ecosystem– The Anthropic investment at $18B valuation– AI vs crypto: behavioral change is everything– Bigger funds not returning DPI is hogwash– Emerging managers: what actually earns a check– DPI reality and the IPO bottleneck– Why family offices exist and what banks can't doTimestamps:(00:00) -Preview(01:40) - Introduction to Vishal Verma and His Family's VC Legacy(03:39) - The Family Office Origin Story: From India to Silicon Valley(06:57) - Challenges and Triumphs of Early Indian-American Entrepreneurs(08:56) - Why the Indian-American Community Thrives: Hard Work, Education, and Family(10:22) - Portfolio Construction and the First Investment in Sequoia(14:15) - The Rationale Behind a 30% Allocation to Venture Capital(17:22) - How Shorter Fundraising Cycles Have Changed LP Strategy(22:25) - The Differentiator for Top-Tier VC Funds(24:34) - Understanding the "Concentration" of Returns, Capital, and Founders in VC(28:08) - Do Bigger Funds Actually Lead to Shrinking Returns?(30:17) - The "Mafias" of Silicon Valley and Their Role in Deal Flow(32:32) - The Investment Thesis for Anthropic at an $18B Valuation(36:55) - AI vs. Crypto: The Critical Difference of Behavioral Change(39:15) - First-Mover vs. Best-to-Market: Lessons from Tech History(40:32) - The Reality of Stretched DPI and Liquidity Challenges(41:35) - The Rise of "Megacorns" and the Upcoming IPO Wave(44:34) - AI Investing: When Does Conviction Become Overexposure?(48:38) - Public Market Strategy: A Tech-Heavy Portfolio(52:50) - ConclusionLinks:Edgewood Ventures - https://www.edgewoodvp.com/Connect with Vishal Verma - https://www.linkedin.com/in/vishal-verma-551327Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com

Most churches love to celebrate big giving stories—but for a lot of Christian dads, that kind of generosity right now wouldn't be godly… it would be irresponsible. If you're drowning in debt, living paycheck to paycheck, and stressed about providing, writing a big check doesn't fix the real problem—it just delays it. In this episode, we rewind the conversation and break down the 4 A's of Godly Financial Health—a simple biblical framework that helps you build margin, get disciplined, and lead your family with clarity. This is the path toward real freedom, long-term family vision, and eventually the kind of joyful, aggressive generosity that lasts for generations. Links in this Episode https://www.courtprocoaching.com/ About Abraham's Wallet: Abraham's Wallet exists to inspire and equip Biblical family leaders. Please partner with us in inspiring and equipping multi-gen families at https://abrahamswallet.com/support AW website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram Chapters (00:00:00) - Abraham's Wallet(00:00:55) - Dip Life(00:06:02) - How to Start a Business With Dad(00:07:19) - Joe Abraham on Abraham's Wallet(00:07:57) - 4A's of Godly Financial Health(00:12:15) - When Did It Make Sense for Me to Give My Money to the(00:17:45) - 4 Rules for Living a Wealthful Life(00:23:16) - Spending Less Than You Make(00:28:41) - Allocation of Money(00:31:47) - Allocation in Financial Planning(00:33:51) - Give Expensively and Aggressively(00:40:57) - Donor's Credit Card(00:45:49) - Don't Overthink Family and Money(00:50:37) - A Little Fun Finish

Aujourd'hui, Charles Consigny, avocat, Joëlle Dago-Serry, coach de vie, et Jean-Philippe André, ex-patron d'Haribo, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

This episode explores OECD Chapter VII and global mobility, Pillar One and DSTs, and recent UK transfer pricing developments.Support the show

Where can investors actually find value in cannabis today — and how should they be thinking about the space going forward?In this episode of Higher Exchanges, Jesse Redmond and Morgan Paxhia are joined by Jerry Derevyanny, Partner at Bengal Capital, for a wide-ranging conversation on capital allocation, alternative investment strategies, and what separates real operators from the rest.We cover:• Where value is emerging today — concentrated vs. broad exposure and where alpha is coming from• Alternative ways to invest — debt, preferred equity, and real estate vs. traditional equities• What real brand building looks like in cannabis — and how to separate true consumer demand from distribution advantages• Why “Nasdaq isn't magic” — and what it actually takes to become institutional-qualityAs the industry evolves, the opportunity set is shifting. This conversation breaks down how experienced investors are approaching cannabis today.Powered by Flowhub.

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.  Today's portfolio comes from Cecilia Age = 60 Time to retirement = just retired last month Allocation to stocks (54%), bonds (32%), cash (14%)

Too many funds and stocks in a portfolio can create clutter and make rebalancing time-consuming. Allocation funds such as balanced funds can make it easier to stay diversified and invested during market volatility. That's because these funds automatically rebalance, moderating big gains and losses. And the funds can provide exposure to more than one security type and market. Russ Kinnel, senior principal of ratings for Morningstar and editor of Morningstar FundInvestor newsletter, discusses his list of the best balanced and allocation funds. Subscribe to Morningstar FundInvestor newsletter. On this episode: 00:00:00 Welcome 00:00:48 Balanced funds and market volatility 00:01:18 Who allocation funds are designed for 00:03:30 Foreign exposure in Vanguard Global Wellesley Income fund 00:04:40 Dividend income focus at Vanguard Global Wellington and American Funds Capital Income Builder funds 00:05:22 Inflation‑protection strategies in Pimco and T. Rowe Price funds 00:07:45 Key takeaways on balanced and allocation funds   Watch more from Morningstar: Why Bond Funds Benefit from Active Management  These Top Tech Stocks Can Stand Up to AI Risks 2 Cautionary Tales from Private Equity and Private Credit Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.  Today's portfolio comes from Edward Age = 76 Time to retirement = just retired - wife is 62 and plans to continue working ~5 more years Allocation to stocks (63%), bonds (14%), cash (23%)

In this episode of Run the Numbers, CJ sits down with Glenn Schiffman, CFO of Fanatics. They break down the economics of sports IP, how Fanatics approaches CAC, LTV, and capital allocation across merchandising, collectibles, and betting, and the negotiation lessons Glenn learned from decades in investment banking and leading finance at IAC.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/glenn-h-s-51440521/Company: https://www.fanaticsinc.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro1:13 Welcome and guest intro2:38 Football at Duke and college businesses5:40 Predecessor to DoorDash story7:10 IP monetization explained9:22 All deals are snowflakes10:36 Partnership KPIs13:21 Sponsors — Brex | Aleph | RightRev16:40 Buy, bet, collect: CAC and LTV17:15 Single view of the fan18:39 Multi-business customers spend 4.7x20:32 Fanatics credit card launch22:13 AI for personalization23:01 DTC vs. wholesale margin profiles24:05 Budgeting process26:07 Infinite vs. finite: focus on revenue26:37 Sponsors — Rillet | EY | SpendHound29:47 Starve your losers, feed your winners32:58 Capital compounding: revenue, EBITDA, FCF33:56 Buybacks at IAC37:02 First negotiation at Lehman39:17 Outlasting the other side39:56 Listening in negotiations40:03 Long-Ass Lightning Round44:25 Credits#RunTheNumbersPodcast #CFO #SportsCommerce #CapitalAllocation #FinanceLeadership

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.  Today's portfolio comes from Benjamin Age = 59 Time to retirement = retired, takes income from investment portfolio, and does part time consulting work Allocation to stocks (74%), bonds (23%), cash (2%), other (1%) - small amount in metals and bitcoin Portfolio concentrations = 1 volatile, untested tech stock = 23% of the portfolio

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.  Today's portfolio comes from Patrick Age = 70 Time to retirement = been retired for several years  Allocation to stocks (90%), bonds (9%), cash (1%) Other things to know: Very high net worth (~$15 million and very low spend rate on assets)

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.  Today's portfolio comes from Bridget Age = 66 Time to retirement = already retired for a few years Allocation to stocks (20%), bonds (30%), cash (50%)

This episode reveals how professional service firms, from accounting to consulting, can break free from the billable hour trap to command massive exit multiples. Learn the exact blueprint for transitioning your firm to a recurring revenue model that attracts private equity and ensures your business survives and thrives long after you hand over the keys. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business M&A Guide | The 4 Types of Buyers of Businesses Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Connor Teskey is the new CEO of Brookfield Asset Management, one of the world's largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit.  In this exclusive in-depth interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-term growth. Discover why effective investing begins with minimizing losses, how waiting for perfect information can result in missed opportunities, the strategies Brookfield uses to manage market risk while maintaining upside potential, and the key insights he gained working alongside Bruce Flatt. This discussion goes beyond investment strategies, offering a glimpse into Connor's perspective on decision-making in an uncertain environment, mentorship, culture, positioning, and talent. It's a rare inside look at the operations of one of the world's most tight-lipped firms. Enjoy!  ----- Timestamps: (00:00) Introduction (00:05) State of the Union for Brookfield (04:14) Nature of Investing (07:24) The Rise to Brookfield (12:06) Your Work Ethic is in Your Control (17:30) Ad Break (19:00) Data Center Deep Dive (22:22) How Does a Deal Come to Be? (29:34) Taking Bets Against Consensus (32:00) What Happens Post Business Acquisition? (40:44) Ad Break (41:55) Lived Experience Through Crashes (43:44) Where Does Talent Matter the Most at Brookfield? (47:10) Identifying Talent (58:18) Using AI to Increase Value Not Cut People (01:01:58) When Was Brookfield the Underdog? (01:03:38) Personal Ambition Over the Next 20 Years (01:10:34) Behind The Scenes of Oaktree (01:15:17) Work and Life Harmony (01:17:54) Time Allocation (01:19:58) The Most Fun Deal to Work On ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Connor Teskey: LinkedIn: https://www.linkedin.com/in/connor-teskey-67931326b/?originalSubdomain=uk ------ Thank you to the sponsors for this episode: +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes: https://notes.granola.ai/t/b0c2c94e-a330-4f0f-a62d-beb3c946a539-009c2hma +Download The League App today and find your perfect match! https://click.theleague.com/qmhm/0vdzsmj5 +Shopify: https://shopify.com/knowledgeproject Learn more about your ad choices. Visit megaphone.fm/adchoices