Podcasts about CIO

Across Protocol wants to retire its token in exchange for equity. Is the DAO model structurally broken? Thank you to our sponsor! Adaptive Security With Across Protocol proposing to retire its ACX token in favor of equity, a long-simmering question in crypto governance is finally breaking into the open: do token holders actually have meaningful ownership, or just the illusion of it?  As the regulatory environment under the new U.S. administration shifts dramatically from the Gensler era, the structures that crypto teams were forced to build may now be working against the very communities they were meant to serve.  Ryan Yi, founder of Onchain Group, and Felipe Montealegre, co-founder and CIO of Theia, have studied these incentive structures closely, and what they have found is uncomfortable. From PumpFun's suppressed valuation to the perverse incentives baked into token buyouts, this conversation examines whether the DAO model was ever built to last, and what governance actually needs to look like if crypto is going to compete with global finance. Guests: ⁠⁠⁠⁠Ryan Yi, Founder of Onchain Group ⁠⁠⁠⁠Felipe Montealegre, Co-Founder & Chief Investment Officer at Theia Links: Read our Aave deep dive here Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Alan Dunne speaks with Dan Mikulskis, CIO of People's Partnership, about the evolution of large pension funds and what it means to think like an asset owner. Managing over £40 billion for millions of members, Dan explains how scale changes the way portfolios are constructed, managers are selected, and partnerships are built. The conversation explores the balance between passive and active strategies, diversification beyond equities, and the growing role of private markets. Dan also shares insights on governance, investment philosophy, and why humility is essential when making asset allocation decisions in complex global markets.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Dan on LinkedIn.Episode TimeStamps: 01:33 - Introduction to the global macro series02:18 - Introducing Dan Mikulskis and his background03:38 - From actuarial science to investment consulting05:45 - The history and growth of People's Partnership08:18 - Auto-enrolment and the rise of large UK pension schemes11:12 - What it means to operate as an asset owner13:24 - Building the investment team and ownership model18:34 - Scale advantages in manager relationships and partnerships23:24 - How large asset owners select external managers28:58 - Balancing core partnerships and specialist managers34:25 - Macro insights and quarterly investment forums37:34 - Portfolio construction and diversified growth strategies43:19 - Concentration risk and global equity allocations50:44 - Factor investing and style diversification53:30 - The role of hedge funds and alternative strategies56:08 - Total portfolio approach in pension investing58:56 - Measuring performance and evaluating investment teams01:03:18 - Career advice for future CIOsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Lance Roberts & Danny Ratliff break down the most pressing financial topics shaping markets and personal finance decisions right now. We open with an analysis of current selling pressure and what it signals for equity markets, then dive deep into why credit spreads deserve your attention as a leading indicator of risk. We make the case for why waiting for S&P 6,900 could cost you opportunity, and offer a teaser on the growing private credit space. From there, we tackle real estate investment trusts and AG&C — examining whether current valuations finally make them worth buying. We discuss disciplined profit-taking strategies, the relationship between oil prices and airline ticket costs, and identify which companies are most likely to mishandle AI implementation and what that means for investors. On the retirement and income planning side, we cover home equity conversion mortgages and reverse mortgages, annuities with long-term care riders, and whether private equity offerings inside 401(k) plans make sense for individual investors. We also examine target date funds and how they fit into a broader retirement strategy. We round out the episode with a discussion of GDP calculation methodology, asset tokenization and stablecoins, hedging techniques for isolating individual stock exposure, and key lessons from William Bernstein's philosophy on knowing when to stop taking risk. We close with a framework for balancing active versus passive investing, risk management principles, and a look at the three high-quality stocks Charlie Munger consistently championed. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:59 - Selling Pressure Remains 2:57 - Pay Attention to Credit Spreads 5:21 - Don't Wait for 6,900 11:46 - Private Credit Teaser 13:07 - Thoughts on REIT's & AG&C: Is it Time to Buy? 15:12 - What is Your Method for Taking Profits? 19:15 - The Price of Oil & Airline Tickets 22:49 - Which Companies Will Screw Up AI Implementation? 26:42 - Home Equity Conversions - Reverse Mortgages 29:59 - Annuities w LTC Riders 31:29 - How is GDP Calculated? 32:40 - Asset Tokenization & StableCoin 34:36 - Isolating Stocks by Hedging 35:35 - William Bernstein - Quit Playing 38:52 - Active vs Passive Investing & Risk Management 42:42 - Charlie Munger's 3 High-quality Stocks 46:28 - Are Target Date Funds a Good Option? 47:17 - Private Equity Offerings in 401k? ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: ------- Watch our previous show, "Fixing Your Broken Emergency Fund," https://youtube.com/live/3x6MbhEYpcU?feature=share ------- Articles Mentioned in Today's Show: "Private Credit Stress: Will The Fed Backstop Exuberance Again?" https://realinvestmentadvice.com/resources/blog/private-credit-stress-will-the-fed-backstop-excuberance-again/ "USD Stable Coins And The Rebasement Of The US Dollar" https://realinvestmentadvice.com/resources/blog/usd-stable-coins-and-the-rebasement-of-the-us-dollar/ -------- The latest installment of our new feature, Before the Bell, "Rebalance Now Before the Rally Fades" is here: https://youtu.be/yAmYkDUWWW4 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PreMarket #StockMarketToday #PortfolioRebalancing #MarketOutlook #InvestingStrategy #InvestingStrategy #RetirementPlanning #MarketOutlook #PersonalFinance #WealthManagement

Felipe Montealegre is the Founder and CIO of Theia.A liquid crypto investment fund explains why they believe the four-year token bear market is coming to an end and how they're deploying capital. Felipe explains why his team concluded 99% of crypto tokens, excluding a few SoV tokens, should be valued on discounted cash flows and how that view kept them out of certain overvalued L1s and L2s. Plus, more on positioning for what Felipe calls "the best opportunities in four years!"In this episode, we cover:+ Why the bear market is ending: reasonable valuations, tokenholder rights, and revenue growth+ Understanding Edge vs. Brier scores: why being contrarian and right beats just being right+ The real bottleneck for RWAs: the need for financially sophisticated underwriters, not more engineers------

The return of the Sonics could clear a major hurdle later this month. The rising oil prices are disproportionately hurting China. Egg prices have plummeted. // LongForm: GUEST: CIO of Bulwark Capital Management Zach Abraham says his company is leaving Washington because of the new income tax. // Quick Hit: WaPo readers are dropping their subscriptions after Jeff Bezos fired a significant chunk of their reporters.

Mav Turner, Chief Product Officer at Kentik, joins John Burke and Drew Conry-Murray for an in-depth conversation on the importance of deep visibility into enterprise networks. As networks grow more complex and stretch from on-prem and WAN to multi-cloud and edge locations, this sponsored discussion explores how good visibility supports everything from daily operations to... Read more »

All links and images can be found on CISO Series. This week's episode is hosted by me, David Spark, producer of CISO Series and Andy Ellis, principal of Duha. Joining us is Rebecca Harness, CISO, Deltek. In this episode: Let it fail The CIO seat is empty. Now what? Design for how people actually work "We found 23 issues. That'll be $15,000." Huge thanks to our sponsor, Strike48 Strike48 is the Agentic Log Intelligence Platform that actually puts AI agents to work, combining full log visibility with AI agents that investigate, detect, and respond 24/7. With pre-built agent clusters for security and a no-code agentic workflow builder, it's easy to get started. Learn more at strike48.com/security.

Is your financial plan built to survive a market crash — or a $5,000 emergency? Lance Roberts & Jon Penn break down what retirees and younger workers both need to know about protecting their money when the economy sends mixed signals. Whether you're protecting a nest egg or just starting to build one, this episode gives you a practical framework for financial resilience — no matter what the market does next. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:58 - Q4 GDP Weaker Than Expected: Implications 5:38 - Markets Bounce off 200-DMA 11:04 - Achieving Financial Independence - How You Know You've Made It 14:46 - Retirement Accounts' Intended Use vs New Rules 17:37 - 401k Plan Access vs Participation 20:39 - The High Cost of Eating Out 22:41 - Comparative High Costs of Hamburgers 24:26 - Market Moves - Price of Admission 26:15 - Creating Financial Cushions & Structuring Savings 30:21 - T-Bills & Bonds in the Savings Mix 34:10 - Volatility is Not Your Friend in Emergency Accounts 36:04 - Rice & Beans to Get Rid of Debt 37:58 - Channeling Dave Ramsey 42:00 - The Process of Getting Out of Debt 45:05 - Getting Fee'd to Death 48:27 - E-Book Tease - Ten Laws of Wealth & Money ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/3x6MbhEYpcU?feature=share ------- Watch our previous show, "Oil Shock - Markets Reprice Risk," https://youtube.com/live/pU0TuFA1CWE ------- Articles Mentioned in Today's Show: "Treasury Bond Yields Don't Lie: But Wars Don't Drive Them" https://realinvestmentadvice.com/resources/blog/treasury-yields-dont-lie-but-wars-dont-drive-them/ "Financial Nihilism & The Trap Young Investors Are Walking Into" https://realinvestmentadvice.com/resources/blog/financial-nihilism-the-trap-young-investors-are-walking-into/ -------- The latest installment of our new feature, Before the Bell, "Market Bounces Off 200-DMA — Rally or Trap?" is here: https://youtu.be/9wZsz-bOiUY ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PreMarket #StockMarketAnalysis #200DMA #MarketOutlook #TradingStrategy #PersonalFinance #RetirementPlanning #401k #EmergencyFund #FinancialResilience #DaveRamsey #FinancialNihilism

Mav Turner, Chief Product Officer at Kentik, joins John Burke and Drew Conry-Murray for an in-depth conversation on the importance of deep visibility into enterprise networks. As networks grow more complex and stretch from on-prem and WAN to multi-cloud and edge locations, this sponsored discussion explores how good visibility supports everything from daily operations to... Read more »

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today's selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll discuss how the equity market has been processing recent headlines for months. It's Monday, March 16th at 1 pm in New York. So, let's get after it. Last week on the podcast, I noted it was clear to me that the current equity market correction began last fall when liquidity first started to tighten. As soon as funding markets started to show stress from that tightening, the Fed responded by announcing it would end its balance sheet reduction program earlier than expected. It then followed that up by restarting asset purchases in December. This pivot subsequently led to better equity performance in January. It also happened alongside a sharp decline in the U.S. dollar and concentrated returns in emerging markets and commodity-oriented sectors like gold and silver, industrial metals, oil and memory stocks. More recently, the dollar has rallied and these same areas have noticeably cooled off. The key point is that before the attacks in Iran two weeks ago, the correction in equities was already very well advanced in both time and price. In fact, 50 percent of all stocks in the Russell 3000 are now down 20 percent from their 52-week highs. In many ways, we find ourselves in a similar position to last year. Recall that the major indices started to accelerate lower in February and early March. The concern at that time was centered around tariffs. But like today equity markets had been trading poorly for months under the surface on additional concerns that had nothing to do with tariffs. More specifically, equity markets had been worried about risks related to DeepSeek, immigration controls, and DOGE. Tariffs then provided the final blow. This time around, markets have been worried about AI disruption on labor markets, private credit defaults and liquidity tightness well before the Iran conflict escalated. Now it's interesting to note – but not surprising – that crude and volatility began to rise in January, signaling the market was ahead of this risk, too. Corrections typically don't end though until the best stocks and highest quality indices get hit, and that usually takes a capitulatory shock. Last year, this was Liberation Day. This time around, that event is the Iran conflict and concern about a sustained rise in crude prices above $100 a barrel. This final corrective phase has begun, in our view, with the S&P 500 having its worst two-week stretch since last April. To be clear, I don't expect this capitulation or drawdown to be as bad as last year for several reasons. First, last year's events came at the end of what we were calling a rolling recession at the time and effectively marked the end of that downturn. That means equities were pricing in a recession at the lows in April 2025 and that's why the S&P 500 was down 20 percent from its highs. Second, the current backdrop for earnings and economic growth is much better than a year ago. Third, fiscal support is much greater today, too. Specifically, personal income tax cuts are flowing through right now with tax refunds running 17 percent higher year-over-year. Tax incentives in the [One] Big Beautiful Bill [act] should drive higher capital spending. Lastly, the Fed is much more accommodative with asset purchases versus balance sheet contraction in 2025. Bottom line, equity markets have been digesting many of the concerns for months that are now hitting the headlines. We think this means that we are closer to the end of this correction rather than the beginning and investors should be getting ready to buy any final capitulation that may occur on the next bad headline. One scenario that might create that final downdraft is a combination of a more hawkish Fed this week on backward looking inflation concerns combined with Triple Witching options expiration. Or maybe the upcoming trade meeting between the United States and China is delayed or cancelled. Whatever it might be, market lows happen faster than tops. So be ready to add risk in anticipation of the bull market resuming. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

In episode 49, Lawrence has Andy Bizub on, one of the owner's of Midwest Performance Cars, Co-Founders of CheckedItOut and Co-Authors of the new book 'Off the Map".  This book showcases the love for the Porsche cars and the welcoming community they created in Chicago based on that mutual interest. The book elegantly tells the origin story of CIO and walks the reader through with photos from pro's, amateur's and participants as well.  They also dive into Andy's previous career as an agricultural stock broker, how he gained the opportunity to get into the business and what he learned from his time in that field. They discuss how he started MWPC as well and how he applied his business mindset to developing and maintaining a successful mechanic shop.  Andy also visited RWBB back in the fall and did a full training session with Lawrence, they talk about his experience working out here and the the different tools/approaches we utilize to get the job done in our own way.  @andybizub @checkeditout.io @adammkern @crankcasecarrera You can pick the book up here:  https://store.checkeditout.io/products/otm

What if trends in financial markets are not anomalies, but the natural consequence of how markets function? In this episode, Niels and Richard explore the structural foundations of trend following. Drawing on research spanning 68 futures markets across four decades, Richard explains why markets exhibit persistent trends, fat-tailed returns, and volatility clustering. The discussion moves from oil market shocks to deeper questions about feedback loops, participant behavior, and regime shifts in financial markets. The conclusion is striking: trend following does not rely on fragile patterns. It aligns with fundamental structural properties embedded in how markets actually evolve.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Episode TimeStamps:00:00 - Introduction to the Systematic Investor Series02:08 - Oil market shock and the structural setup behind the spike06:10 - Why calm markets can hide explosive potential11:47 - How oil shocks ripple through inflation and the global economy15:29 - Why trend followers focus on process, not predictions22:15 - A changing regime that may favor trend following24:43 - The research behind The Fractals of Finance25:25 - Market memory and the meaning of the Hurst exponent31:22 - Why trends are structural rather than random patterns36:25 - Fat tails and why extreme market moves are far more common than expected41:12 - Divergent vs convergent market participants45:29 - The hidden risks in traditional volatility targeting49:33 - Phase transitions and regime shifts in markets55:33 - Why trend following aligns with market structure59:02 - Oil shocks, inflation risks, and the next potential market regimeCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Send a textAgentic AI stops being “just software” the moment it can take actions across your systems and that's where leadership, cybersecurity, and trust collide. We sit down with Mark Lynd, a globally recognized cybersecurity and AI thought leader and former CIO, CTO, and CISO, to get specific about what enterprise teams misunderstand when they talk about autonomous AI agents. The promise is speed and cost savings; the reality is permissions, accountability, and a threat landscape that changes when agents have identities and privileges.We dig into why “identity is the new perimeter” in an AI-driven world and how attackers target the keys to the kingdom: access, escalated privileges, and the ability to work around security controls. Mark shares how common IAM problems like permission sprawl and forgotten access can become even more dangerous with agents, especially as organizations scale from a few pilots to hundreds or thousands of AI agents. We also talk governance frameworks like NIST and ISO, why frameworks alone don't equal evaluation criteria, and how boards push for innovation while regulators demand control.If you're a CIO, CISO, security leader, or board advisor trying to adopt agentic AI responsibly, this conversation offers a grounded approach: start with small, auditable use cases, keep a real human-in-the-loop model, align every agent to business goals, and build trust through repeatable wins. Listen, share this with a teammate, and subscribe plus leave a review with your answer: what's the first workflow you would trust an AI agent to run?Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week.Markets are seeing multiple spikes simultaneously:• Oil prices jumping sharply• Volatility surging• Corporate insider buying rising in financials• Massive AI infrastructure spending from hyperscalersRather than reacting to headlines, we step back and ask the more important question: what do these signals historically mean for markets?00:00 Market Signals Overview01:51 Disclaimer and Setup02:10 Oil Spike Playbook03:34 VIX Volatility Spike04:32 Software and AI Reset06:24 Consumer Liquidity Boost07:36 Financial Insider Buying08:26 Oil Impact and Scenarios10:37 Election Incentives11:39 AI Adoption Trends15:33 CapEx Winners and Apple16:57 AI Market Structure and Ads21:28 Earnings Week Ahead22:13 Wrap Up and Key TakeawaysHosted bySean EmoryFounder & Chief Investment OfficerAvory & Co.Websitewww.avory.xyzDisclaimerThis presentation is for informational purposes only and does not constitute an offer, recommendation, or solicitation to buy or sell any security. Past performance is not indicative of future results. All opinions expressed are as of the date of recording and are subject to change without notice. Any securities discussed may or may not remain in the portfolio. Please consult with a licensed financial advisor before making any investment decisions.© 2026 Avory & Co. All rights reserved.

In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — and why the next three to four years will be key for semis, foundries and tools — as the AI infrastructure buildout accelerates.  They also explore the implications of the recent inflationary shocks, from the global pandemic to the European land war to the global trade war, and what this means for bonds and commodities, including gold and silver.   Shownotes: https://www.horizon.global/ https://fulcrumasset.com/ A Macroeconomic Approach to Investing with Juan Antolin Diaz, Chief Research Officer, Fulcrum  – Feb ‘24   This episode was recoded on February 5, 2026. The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan's Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views. Copyright 2026 JPMorgan Chase & Co. All rights reserved

Raymond joins Manpreet to explore the investment strategy implications arising from the ongoing Middle East conflict. Raymond also shares his perspective on Chinese Internet firms ahead of the upcoming earnings report next week, and takes a closer look at the outlook across commodities and related commodity currencies.You can read our latest Weekly Market View today here.Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Sam Gaer's career spans several major shifts in market structure — from the open-outcry pits of COMEX to high-frequency trading and now crypto derivatives. Sam began his career as a teenage runner on the COMEX floor during the gold boom of the early 1980s before becoming a copper pit trader himself. While most traders relied purely on instinct, Sam was already experimenting with technology — building early pricing tools that helped identify inefficiencies in spread markets. His path eventually led beyond the trading floor into exchange technology and market infrastructure, including building trading software that was later acquired by the New York Mercantile Exchange. In recent years, Sam has focused on crypto markets, where he applies traditional derivatives frameworks to volatility, options, and digital asset trading. In this episode, Sam shares insights from decades of experience across multiple market regimes and discusses how trading edge evolves as markets and technology continue to change. In this episode, we explore: · Getting introduced to markets as a teenager · Life inside the COMEX copper trading pits · Early use of computers to price commodity spreads · Inefficiencies in open-outcry markets · Building exchange technology and selling Trading Gear to NYMEX · The transition from pit trading to electronic markets · Market structure lessons from traditional derivatives markets · Why Sam shifted his focus to crypto markets · Opportunities in crypto options and derivatives · Convexity, volatility, and institutional trading frameworks in digital assets About the guest: Sam Gaer, Chief Investment Officer of the Directional Strategy at Monarq Asset Management, has more than three decades of experience across derivatives trading, exchange technology, and quantitative strategy development. He previously served as Chief Information Officer of the New York Mercantile Exchange (NYMEX), where he helped modernize the exchange's trading infrastructure. Earlier in his career, he was a floor trader on the COMEX commodities exchange and later founded Trading Gear, a technology firm whose trading software was acquired by NYMEX. Sam has also launched and managed quantitative trading strategies focused on derivatives and volatility markets, and today works on institutional trading approaches within digital asset markets. Links + Resources: · Website:  https://www.monarq-am.com · Email:  investors@monarq-am.com Sponsor of Chat With Traders Podcast:  Trade The Pool:  ⁠http://www.tradethepool.com Time Stamps: Please note: Exact times will vary depending on current ads. 00:00   Intro and Background 01:48   Early career: COMEX runner to copper pit trader06:40   Programming background and early trading automation16:19   TradingGear: pivot to exchange software and NYMEX sale / CIO role21:09   Trading style evolution: scalping to event-driven and electronic trading23:42   High frequency trading, FINRA experience and entrepreneurship25:09   Transition into crypto: Katana Financial and early crypto market making28:01   Crypto derivatives focus: options, convexity and strategies34:19   Recent crypto market decline: causes, liquidations and regulatory uncertainty39:51   Institutional adoption, ETFs (IBIT) and market-structure impacts42:57   Tokenization, real-world assets and digital asset treasuries (DATs) 56:17   Reflections on markets, challenges and use of AI 58:36   Closing remarks and contact information   Trading Disclaimer:  Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter's episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US Interest-Rate Strategy team to discuss the state of the economy, how BNY assesses the outlook and how it thinks about sizing risk. The focus turns to Federal Reserve policy, the Treasury yield curve and funding markets.  The Macro Matters podcast is part of BI's FICC Focus series.

In this episode, Alan Dunne speaks with Aoifinn Devitt about what it really means to build resilient portfolios in a world of shifting regimes and competing narratives. Drawing on experience across pensions, hedge fund advisory, and private wealth, Aoifinn reflects on how institutional lessons translate to individual investors. The conversation explores the role of diversification, the evolving case for private markets, and the limitations of labels such as hedge funds, factors, or alternative assets. Along the way, they discuss the behavioral traps that influence allocators, the challenges of manager selection, and why outcome based investing may offer a clearer framework for navigating uncertain markets.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Aoifinn on LinkedIn.Episode TimeStamps: 02:16 - Introducing Aoifinn Devitt and her background03:14 - From corporate law to a career in finance05:16 - Institutional vs private wealth portfolio construction09:47 - How macro regimes influence asset allocation12:53 - Rethinking the endowment model and private markets15:32 - Private credit and diversification challenges18:13 - Total portfolio approach vs traditional allocation21:27 - Bonds, equities, and changing correlations27:52 - Concentration risk and the dominance of mega cap stocks37:33 - The evolving role of hedge funds in portfolios42:35 - Gold, commodities, and inflation protection46:23 - Behavioral biases and long term market cycles57:35 - Advice for young professionals entering financeCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a significant portion of white-collar jobs faster than expected, risking both economic disruption and widening inequality. He also teases his follow up report, being released in the coming weeks.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn't mean we don't have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we're sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we'll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK's quick takes on what's going on in tech today.Key Points From This Episode:The scarcity of human intelligence, once the economic foundation, is at risk as AI turns this scarcity into abundance, potentially disrupting value and production.AI-driven productivity gains could exacerbate inequality unless systemic changes are made to ensure equitable distribution of benefits.The timing mismatch between technological productivity and job displacement could lead to economic instability, requiring proactive policies to smooth the transition.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

Jesse is joined by Rubin Miller—former Dimensional Fund Advisors insider, founder and CIO of Peltoma Capital Partners, author of the Fortunes and Frictions blog, and national chess master—for a wide-ranging conversation about how investment philosophy, behavioral discipline, and real-world client psychology intersect. Rubin pulls back the curtain on how factor tilts like small-cap, value, and profitability work. The discussion moves beyond theory into practice, tackling commoditization in passive investing, the tradeoffs between index funds and structured tilts, and the uncomfortable truth that great investment decisions can look wrong for years. Rubin also challenges spreadsheet-only thinking, defending dollar-cost averaging for large windfalls as a behavioral risk-management tool rather than a return-maximization tactic. Throughout, he emphasizes that the most important portfolio design principle isn't squeezing out incremental expected return—it's building a strategy clients can stick with when markets inevitably deliver noise, volatility, and surprise. The result is a candid, technically grounded, and deeply human look at what long-term investing actually demands. Key Takeaways: • Factor tilts—such as small-cap, value, and profitability—are grounded in decades of academic research but require patience to endure long droughts. • Expected returns dominate over long horizons; unexpected returns dominate in the short run. • Spreadsheet-optimal strategies are not always behaviorally optimal strategies. • The best portfolio is one an investor can stay invested in during extreme volatility. • Financial advisors add value not just through portfolio construction but through expectation management. • Long-term investing success depends less on brilliance and more on discipline, humility, and staying on the bus. Key Timestamps:(01:30) – Meet Ruben Miller (05:47) – Passive vs Indexing (13:22) – Factor Tilts Explained (20:21) – Rules and Rebalancing (24:21) – Is 100 Percent S&P Enough (26:16) – Small Caps vs Large Caps (32:00) – Dollar Cost Averaging Debate (36:13) – Behavioral Finance and Regret (39:07) – Chess vs Investing Feedback Loops (44:42) – Fortunes and Frictions, and Peltoma Capital Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://www.peltomacapital.com/ LinkedIn: https://www.linkedin.com/in/rubinmiller/ Mentions: https://www.fortunesandfrictions.com/  More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the global geopolitical churn is actually creating opportunities to realign your portfolio? In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk are joined by Dennis Mitchell, CEO & CIO at Starlight Capital,... The post Liquidity, Risk, and Real Estate's Comeback with Dennis Mitchell, CEO & CIO at Starlight Capital appeared first on Commercial Real Estate Podcast.

On this episode of In AI We Trust?, EqualAI President and CEO Miriam Vogel sat down for a conversation with Dr. Chris Howard, Executive Vice President and Chief Operating Officer of Arizona State University (ASU). They reflected on EqualAI's recent AI Literacy Initiative event with ASU in Scottsdale, Arizona, featuring ASU President Michael Crow, Taylor Stockton, CIO of DOL, ASU Chief Information Officer Lev Gonick, Dean of ASU's Walter Cronkite School of Journalism Battinto Batts, and Dean of ASU's Mary Lou Fulton Teachers College Carole Basile, among other notable speakers. Dr. Howard and Miriam Vogel dove into ASU leadership on AI and education, including how ASU is using AI to help build human capacity and create impact for students and learners as they prepare to enter the workforce, and how AI fits in with ASU's charter statement.

Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, joins Coin Stories to discuss Bitcoin, AI disruption, and what comes next in the crypto cycle. We discuss: Why Bitcoin is a "liquidity alarm" for global markets How AI job disruption could trigger the next financial crisis Why central banks may need to print more than during COVID Whether institutions are changing Bitcoin's market dynamics Why Arthur Hayes says wait for money printing before buying Follow Arthur Hayes on X https://x.com/CryptoHayes  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Learn more at https://www.gemini.com/natalie  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  ---- Natalie's Bitcoin Product Partners: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

At CES in January, NVIDIA, AMD, Siemens and others spun elaborate tales of a world suffused with AI: AI in the cloud, AI at the desktop, AI in the factory, AI underneath enterprise software and as the UI for enterprise software and agentically accomplishing anything and everything in a world of embodied, physical AI. Johna... Read more »

Is private credit about to collapse?The $1.7 trillion private credit market has grown rapidly, but recent write-downs from major funds like BlackRock and KKR are raising concerns about a potential private credit crisis.In this episode, Ellis Hammond sits down with Ben Fraser, CIO of Aspen Funds, to explain what's happening in private credit, why some funds are showing stress, and what investors should watch for before investing in private credit funds.Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠  to learn more about our community. Check out Ben & Bob's company and invest along at ⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Send a textIn this episode of The Wealth Vibe Show, host Vinki Loomba welcomes Michael Pouliot, founder and CIO of Carbon, a real estate firm specializing in workforce housing. Michael shares his unique perspective on building wealth across market cycles, the importance of long-term thinking, and how his background in Wall Street influences his approach to real estate investment.Key Takeaways:Michael's Real Estate Journey: Learn about Michael's journey from growing up in a real estate family to working in Wall Street before returning to real estate with a focus on workforce housing.Building Wealth Across Market Cycles: Michael discusses the importance of building wealth not just in good market conditions but across various market cycles, focusing on long-term stability.The Impact of Wall Street on Real Estate: Michael shares valuable lessons from his time on Wall Street, including the importance of operational discipline, understanding the numbers, and managing risk.Focus on Workforce Housing: Discover why Michael believes workforce housing is a key area for sustainable investment and growth in real estate.AI and Technology in Real Estate: Michael talks about how his team uses AI and technology to optimize operations and stay competitive, while still emphasizing the importance of the human touch in real estate.Building a Legacy: Michael shares his thoughts on legacy, focusing not just on financial success but also on creating strong relationships with family and future generations.Episode Timestamps:00:00 - 02:00: Introduction to Michael Pouliot02:00 - 07:00: Michael's journey from a family of real estate entrepreneurs07:00 - 12:00: Why Michael returned to real estate12:00 - 18:00: The importance of workforce housing 18:00 - 22:00: Lessons from Wall Street22:00 - 27:00: How Michael uses AI and technology27:00 - 31:00: Long-term thinking and how to survive market cycles31:00 - 35:00: Michael's perspective on patience35:00 - 39:00: Final thoughts and how to connect with Michael

At CES in January, NVIDIA, AMD, Siemens and others spun elaborate tales of a world suffused with AI: AI in the cloud, AI at the desktop, AI in the factory, AI underneath enterprise software and as the UI for enterprise software and agentically accomplishing anything and everything in a world of embodied, physical AI. Johna... Read more »

Explore Insigneo's Weekly Tuesday Morning Podcast for the latest market and economic updates by our CIO, Ahmed Riesgo.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I'll be discussing the conflict in Iran and what it means for equities. It's Monday, March 9th at 11:30 am in New York. So, let's get after it. While most believe the current equity market correction began in February, it's clear to me that it actually began last fall when liquidity began to tighten. In fact, back in September I warned that the Fed was not doing enough with the balance sheet – and financial conditions were likely to tighten and cause some stress in equities. Starting in October, that stress manifested as a sharp correction in the most speculative parts of the equity market and crypto currencies. The Fed responded by ending its balance sheet reduction earlier than expected and restarting asset purchases which led to strong equity performance in January. At this point, the correction is very well advanced in both time and price, with many stocks down 30 percent, or more. Meanwhile, dispersion has rarely been higher with the spread between winners and losers the highest we have seen in 20+ years. As usual, the markets got it right by anticipating many of the concerns that are now obvious to all. The questions for equity investors now are what will the world look like in six months and are prices cheap enough to start assuming a better future? The short answer is not yet, but get your shopping lists ready. In many ways, we find ourselves in a very similar position to last year. Recall that the major indices started to accelerate lower in Late February and early March. The concern at the time was centered around tariffs, but like today, equity markets had already been trading poorly for months on concerns that had nothing to do with tariffs. This time around, markets have been worried about AI labor disruption, private credit defaults and liquidity shortages long before the Iran conflict escalated. Corrections typically don't end until the best stocks and highest quality indices get hit and that usually takes a bigger shock, like Liberation Day or war. That process has begun with the S&P 500 having its worst week since October. The other thing to consider is that market levels tend to be tied to where they were a year ago. This year-over-year comparison is very important when thinking about support. Given the sharp decline last year, it tells me we have another month during which the equity markets are likely to struggle. Based on this simple observation and other technical indicators, I think the S&P 500 could trade toward 6300 by early April before our favorable fundamental outlook can take hold again. Does this mean we shouldn't worry about the conflict in Iran taking oil prices sustainably above $100? No, but since no one seems to be able to predict the outcome of military conflicts or oil prices, I am not going to try either. Instead, I am going to assume that in six months, things have likely settled down after this initial surge, much like we saw after Russia invaded Ukraine. Importantly, the spike in oil prices is the result of a logistical logjam in the Straits of Hormuz rather than a shortage of supply. That logjam is a real constraint, but necessity is the mother of ingenuity and will likely be solved. Another reason to be optimistic six months out is the broadening in earnings growth, a trend that remains intact and a key call in our 2026 outlook. Secondarily, the US is much more resilient than Asia and Europe to an oil shock given its energy independence. This should attract investor flows back to the US. And finally, tax incentives for capital spending and tax cuts for individuals in the [One] Big Beautiful Bill should provide a positive offset to the higher oil prices in the short term. On the negative side, the flight to quality and safety could lead to more US dollar strength which is a headwind to global liquidity. Bottom line, oil and US dollar strength is likely to persist until the conflict simmers down. While much of the damage has likely been done to the most vulnerable parts of the equity market, the index remains vulnerable to another 5-7 percent downside in my opinion while crowded stocks could see double digit declines before a final low appears next month. Remember market lows happen faster than tops so be ready to add risk in anticipation of the bull market resuming later this year. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

0:30 - Trump on AF1 defines unconditional surrender 13:14 - Rubio in '15 on the Senate floor on Obama deal to give Iran nukes 35:22 - Bailey 58:49 - Jesse Jackson Funeral 01:18:02 - The Heritage Foundation’s Steven Bucci says Iran is rapidly being weakened and the U.S. remains on schedule with Trump’s four-to-five-week plan. 01:41:05 - Paul Perez, president of the National Border Patrol Council, commends former Secretary Kristi Noem for her work and looks ahead to new leadership at DHS under Senator Markwayne Mullin. 01:56:13 - James Perry, founder and CIO of Perry International Capital Partners, says the economy remains fundamentally strong but investors should still take steps to protect themselves from disruptions tied to the situation in Iran. For more on Perry International Capital - perrycapitalpartners.com 02:14:22 - Josh Blackman, Centennial Chair of Constitutional Law at the South Texas College of Law Houston and a contributing editor to Civitas Outlook: The False Equivalence of Multicultural Day. Follow Josh on X @JoshMBlackmanSee omnystudio.com/listener for privacy information.

Welcome back to our special season bringing you the best sessions from the Definitive AI Forum for Media, Information and Events, which we held with Flashes & Flames in London. This week we're featuring a panel looking at whether AI is a golden opportunity for exhibitions and events organisers. This featured Greg Hitchen, CEO of Terrapinn, Alison Jackson, Group MD at Nineteen Group, Robin Booth, Managing Director at EMAP, and Robin Tapp, CIO at RX, interviewed by Flashes & Flames' Colin Morrison. The panel discussed AI's role in enhancing face-to-face interactions and improving efficiency, as well as its use in revenue generation, leveraging metadata, and matching buyers and sellers.  Read the key takeaways from this session, find our weekly newsletter, AI Masterclasses and more on voices.media

The 110th episode of the CIO podcast hosted by Healthcare IT Today, is sponsored by HCTec, helping healthcare organizations optimize IT labor strategy and improve operational efficiency! This time, we are joined by Todd Richardson, Former CIO, to talk about IT! We kick this episode off by talking about how health systems are under real margin pressure right now and how that is changing the expectations of IT. Then, we debate why IT often feels like a financial burden instead of a lever for efficiency and discuss what CIOs need to do to reframe this. Next, we take a look at where health systems waste the most effort or money in IT efficiency. We then shift over to labor to talk about why it is typically the largest component of IT spend and one of the hardest to manage well. Next, Richardson shares where he sees the biggest mismatch between IT labor and the value it produces. Then, we discuss how we think CIOs should think about the right balance between full-time staff, contractors, and external partners. We shift again to IT alignment and discuss what role simplification plays in reducing both IT cost and labor intensity. Then, we walk about what it looks like when IT is truly aligned to enterprise strategy, instead of reacting to demand. We end this episode with Richardson passing along the best piece of advice he’s been given in his career. This episode of the CIO Podcast is brought to you by HCTec! HCTec partners with healthcare CIOs and leaders to transform IT from a cost center into a strategic lever—optimizing workforce models, simplifying operations, and improving financial performance. Learn more at hctec.com. Here’s a look at the questions and topics we discuss in this episode: Health systems are under real margin pressure right now – how is that changing what’s expected of IT? Why does IT so often feel like a financial burden instead of a lever for efficiency? How does a CIO need to reframe this? When you look at IT efficiency, where do health systems waste the most effort or money? Labor is typically the largest component of IT spend – why is it also one of the hardest to manage well? Where do you see the biggest mismatch between IT labor and the value it produces? How should CIOs think about the right balance between full-time staff, contractors, and external partners? What role does simplification play in reducing both IT cost and labor intensity? What does it look like when IT is truly aligned to enterprise strategy rather than reacting to demand? What’s the best piece of advice you’ve been given in your career? Now, without further ado, we’re excited to share with you the next episode of the CIO Podcast by Healthcare IT Today. We release a new CIO Podcast every ~2 weeks. You can also subscribe to the Healthcare IT Today podcast on any of the following platforms: NOTE: We’ll be updating the links below as the various podcasting platforms approve the new podcast.  Check back soon to be able to subscribe on your favorite podcast application. Apple Podcasts Google Podcasts Stitcher Podcast Radio TuneIn Spotify iHeartRadio Amazon Music Thanks for listening to the CIO Podcast on Healthcare IT Today and if you enjoy the content we’re sharing, please rate the podcast on your favorite podcasting platform. Along with the popular podcasting platforms above, you can Subscribe to Healthcare IT Today on YouTube.  Plus, all of the audio and video versions will be made available to stream on HealthcareITToday.com. We’d love to hear what you think of the podcast and if there are other healthcare CIO you’d like to see us have on the program. Feel free to share your thoughts and perspectives in the comments of this post with @techguy on Twitter, or privately on our Contact Us page. We appreciate you listening! HCTec is a proud sponsor of Healthcare Scene. Listen to the Latest Episodes

Markets can shift direction faster than the narratives used to explain them. In this episode, Niels and Alan unpack the sharp reversal in bond markets, the geopolitical tensions shaping energy prices, and the role of options flows in keeping equity indices pinned despite rising uncertainty beneath the surface. The conversation moves through recent hedge fund industry discussions in Miami, renewed interest in portable alpha and the total portfolio approach, and the growing influence of AI on economic thinking and policy debates. Along the way, they revisit the core role of trend following in portfolios, explaining why its value often appears precisely when traditional allocations struggle most.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 – Introduction to the Systematic Investor Series01:38 – Bond market reversal and shifting macro narratives03:29 – Options flows and the pinning of equity indices10:13 – AlphaQuest closure and pressures in short term trading strategies15:14 – Crisis alpha and how trend differs from a 60/40 portfolio23:18 – Recent CTA performance and trend opportunities across markets25:23 – Key takeaways from the Miami hedge fund conference37:48 – AI, productivity, and the policy dilemma for the Fed46:40 – Political dynamics behind the potential Fed leadership shift50:13 – Trend following as the “midfield player” in portfolios58:08 – Building a portfolio of CTAs and the challenge of tracking indices01:07:20 – Is CTA beta stable enough to benchmark?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Live from Morgan Stanley's TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley.Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.It's Thursday, March 5th at 11am in San Francisco.We're really excited to be here with all of you taping live. And we've got on stage with me. Stephen Byrd, he's our Global Head of Thematic and Sustainability Research; Josh Baer, Software Analyst; and Lindsay Tyler, TMT Credit Research Analyst.So, Stephen, I want to start with you, pretty broad, pretty high level. We recently published our fifth AI Mapping Survey that identifies how different companies are exposed to the broad AI theme. Can you just share with us some insights from that piece and how stocks are performing with this AI exposure?Stephen Byrd: Yeah, it's interesting. I mean, we've been doing this survey now, thanks to you, Michelle, and your excellent work, for quite a while. And every six months it is pretty telling to see the progression.I would say a few things that got my attention from our most recent mapping was the number of companies that are quantifying the adoption benefits continues to go up quite a bit. And to me that feels like that's going to be table stakes very soon as in every industry you see two or three companies that are really laying out quite specifically what they expect to be able to do with AI and lay out the math. I think that really is going to pull all the other companies to follow suit. So, we're seeing that in a big way.We do see adopters, with real tangible benefits performing well. But a new thing that we're seeing now, of course, in the market is concerns that in some cases adoption can lead to dramatic deflation, disruption, et cetera. That's coming up as well. So, we're seeing greater concerns around disruption as well.But broadly, I'd say a proliferation of adoption, that that universe of companies continues to grow, increases in quantification of the benefits. So, that is good. What's really surprised me though, is the narrative among investors has so quickly moved from those benefits which we've talked about into flipping that to toggle all negative, which I know some of our analysts have to deal with every day. The mapping work suggests significant benefits. But the market is fast forwarding to very powerful AI that is very disruptive in deflation. And that's been a surprise to me.Michelle Weaver: Mm-hmm. Josh, I want to bring software into this. Your team has been arguing that AI is actually good for software. And it's really something that you need that application layer to then enable other companies to adopt AI. Can you tell us a little bit about how much GenAI could add to the broader enterprise software market? And how are you thinking about monetization these days?Josh Baer: Of course. I think the best starting place is a reminder that AI is software, and so we see software as a TAM expander. And in many ways, even though this is extremely exciting innovation, it's following past innovation trends where first you see value accrue and market cap accrue to semiconductors, and then hardware and devices, and then eventually software and services. And we do think that that absolutely will occur just given [$]3 trillion in infrastructure investment into data centers and GPUs.There's got to be an application layer that brings all of these productivity and efficiency gains to enterprises and advanced capabilities to consumers as well. And so we see AI more as an evolution for software than a revolution. An evolution of capabilities and expansion of capabilities. LLMs and diffusion engines absolutely unlocked all of these new features of what software can do. But incumbents will play a key role in this unlock.And our CIO surveys really support that. Quarterly we ask chief information officers about their spending intentions, and these application vendors who we cover in the public markets are increasingly selected as vendors that companies will go to, to help deploy and apply AI and LLM technologies.So, to answer your question, we estimate GenAI could unlock [$]400 billion in incremental TAM for software; for enterprise software by 2028. And this is based on looking at the type of work able to be automated, the labor costs associated with that work, the scope of automation, and then thinking about how much of that value is captured typically by software vendors.Michelle Weaver: And you have a bit of a different lens on AI adoption. So, what are some of the ways you're hearing software customers using these AI tools and anything interesting that popped up at the conference?Josh Baer: To echo what Stephen laid out, I mean, all of our software companies are using AI internally, both to drive efficiencies, but also to move faster. So thinking about product. Innovation, you know, the incumbents are able to use all of the same coding tools and, you know, …Michelle Weaver: Mm-hmm.Josh Bear: … products geared to developers to move faster and more efficiently on R&D. So, they're doing more. From a sales and marketing perspective, a G&A perspective, every area of OpEx, our software companies are in a great position to deploy the AI tools internally.I think more important[ly], speaking to this TAM and expanded opportunity, is our companies have skews that they're monetizing. It might be a separate suite that incorporates advanced AI functionality. It might be a standalone offering, or it might be embedded into the core platform because the essence of software is AI and it, you know, leading to better retention rates and acceleration from here.Michelle Weaver: Mm-hmm. And Stephen, going back to you on the state of play for AI, we had the AI labs here and we heard a lot about the developments and what's to come. So, what's your view on the trajectory for LLM advancements and what are some of the key signposts or catalysts you're watching here?Stephen Byrd: Yeah, this is for me, maybe the most important takeaway of the conference – is this continued non-linear improvement of LLMs, which we've been writing about for quite some time. And just to give you an example, we think many of the labs have achieved a step change up in terms of the compute that they have, in some cases 10 x the amount of compute to train their LLMs. And that [if] the scaling laws hold – and we see every sign that they will – a 10x increase in compute used to train the models results in about a doubling of the model capabilities.Now just let that sink in for a moment. Let's just think about that. A doubling from here in a relatively short period of time is difficult to predict. It's obviously very significant and I think several of the LLM execs at our event sounded to me extremely bullish on what that will be. A lot of that I think will be evident in greater agentic capabilities.But also, I'd say greater creativity. It was about three weeks ago, three of the best physics minds in the world worked with an LLM to achieve a true breakthrough in physics – solving a problem that had never been solved before. A couple of days ago, a math team did the same thing. And so, what we're seeing is sort of these breakthrough capabilities in creativity. This morning I thought Sam speaking to, you know, incredible increases in what these models can do – which also brings risk. You know, I think it was interesting he spoke to, you know, the risk of misalignment, the risk of what these models are doing.But for me, that's the single biggest thing that I'm thinking about, and that's going to be evident in the next several months.Michelle Weaver: Mm-hmm.Stephen Byrd: So, you know, on the positive side, it leads to greater benefits from AI adoption. And to Josh's point that, you know – more and more the economy can be addressed by AI, I do get concerned about the risk that that kind of step change will create greater concerns about disruption and deflation.That causes me to think a lot about that dynamic. Interestingly, we think the Chinese labs will not be able to keep pace just for one reason, which is compute. We think the Chinese labs have everything else they need. They have the talent, the infrastructure. They certainly have the energy, power. But they don't have the chips.If what we laid out with the American models turns out to be true, I could see a chain reaction where the Chinese government pushes the Trump administration for full transfer of the best technology to China. And China could use their rare earth trade position to ensure that. So, that's sort of the chain reaction I've been thinking about.Michelle Weaver: Mm-hmm. So, let's think about then bottlenecks in the U.S. Power is still one of the main bottlenecks. We had several of the solutions providers here at the conference. So, what are you thinking in terms of the size of the power bottleneck in the U.S. and how are we going to fix that?Stephen Byrd: Yeah, absolutely. I am bullish on the companies that can de-bottleneck power, not just in the U.S., a few other places. Let's go through the math in terms of the problem we face and then the solution.So, we have this very cool – it is cool if you're a nerd – power model that starts in the chip level up, from our semiconductor teams. And from that, we build a global power demand model for data centers. We then apply that to the U.S.Through 2028 we need about 74 gigawatts of data centers, both AI and non-AI to be built in the United States. I don't think we'll be able to achieve that for lots of reasons. But starting from that 74, we have sort of 10 gigs that have been recently built or are under construction. We have 15 gigs of incremental grid access, but after those two, we have to go to unconventional solutions, meaning typically off-grid solutions, over 40 gigawatts of unconventional solutions.So that will be repurposing Bitcoin sites, which could be sort of 10 to 15 gigawatts. That'll be big. Renewable energy, fuel cells will be part of the solution. Gas turbines will be a big part of the solution. Co-locating at a few nuclear plants. I'm less bullish than I used to be on that. But when we net all that out, we think the U.S. is likely to be 10 to 20 percent short of the data center capacity that will need to be in.It's not just a power grid access issue, though, that's a big one. Labor is now showing up as a huge issue. Many of the companies I speak to trying to develop data centers struggle with availability of labor. Electricians being one very tangible example. In the U.S. we need hundreds of thousands of additional electricians.So, for any of your children, like mine, thinking about careers, you know, you'd be surprised [at] the amount of money that people are making in the infrastructure business that does feel like it's a labor shift that's going to have to happen, but it's going to take years. So, in that context, we had a number of the Bitcoin companies at our event here. And the economics of turning a Bitcoin site into hosting a data center are extremely attractive. I mean, extremely attractive.To give you a sense of that. Before this opportunity presented itself to these Bitcoin players, those stocks tended to trade at an enterprise value per watt of about $1 to $2 a watt. Then we started to see these deals in which the Bitcoin players build a data center and lease them to hyperscalers. Those deals – depends a lot on the deal but – have created between $10 and $18 a watt of value. Let me repeat that. 10 to 18 – relative to where these stocks were at 1 to 2.Now many of these stocks have rerated, but not all of them. And there's still quite a bit of upside. And what we've noticed is the economics that the hyperscalers are paying are trending up and up and up. Because of this power shortage that we're dealing with. So, a lot of exciting opportunities are still in the power space.Michelle Weaver: Great. Well, I think that's a good place to wrap this first part of our conversation around AI adoption and the state of play. We'll be back again tomorrow with Part Two, looking at financing and risks.To our panelists, thank you for talking with me. And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, and flows show continued retail buying and complacency even as institutions reduced equity exposure around “Liberation Day.” Dawson highlights warning signs including weak financials, discretionary lagging staples, and a “risk swap” from AI-disrupted software into high-valuation defensives and cyclicals. The group explores volatility selling, geopolitical risks that matter mainly through oil's impact on earnings, and how to monitor credit—especially high yield spreads—while noting private credit and BDCs have heavier software exposure than public high yield. They debate IPO demand for mega private AI firms, bond yields' lack of trend, the dollar's role in non-U.S. equities, China's partial decoupling, gold's parabolic technicals, and how jobs, growth, inflation, and future EPS estimates shape 2026–2027 market outcomes. Show Notes The Future Freaks Me Out or Everything is Alright? (NewEdge) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Episode Title: Tesla's Building A Robot Army — And A $1.5 Trillion Merger | Cern Basher Short Description: Bitcoin isn't money — it's a cyber security technology. And we're going to need it desperately. Cern Basher, CFA, breaks down why AI agents will choose Bitcoin, the Tesla robotaxi economics, the SpaceX–xAI mega-merger, and why Strategy might be the world's largest digital security company. Full Description: How do you constrain trillions of AI agents roaming the internet? Not with passwords and code — AI will hack all of that. You do it with physics. You do it with Bitcoin. In Part 2 of my conversation with Cern Basher — CFA charterholder, CIO of Brilliant Advice, and one of the sharpest analysts at the intersection of AI, Bitcoin, and macroeconomics — we go deep on Jason Lowery's classified Softwar thesis and why the US Department of Defence placed it under security review. Cern explains why Bitcoin is actually a cyber security protocol hiding in plain sight, disguised by the word "coin" in its name — just like gunpowder was disguised as medicine for years before engineers figured out what it really was. We also break down the deflationary tsunami hitting every industry — SaaS companies losing billions in market cap overnight, Salesforce and the consulting industry being hollowed out by AI agents, and why deflation is actually something we should celebrate, not fear. We already lived through it with the iPhone and we loved it. Cern shares his brilliant analogy for why Tesla is massively undervalued — a kid running a lemonade stand who's secretly training to become a surgeon, but Wall Street only sees the lemonade. We get into whether SpaceX and Tesla will merge, the economics of putting AI data centres in space, manufacturing pharmaceuticals in zero gravity, and the incredible opportunity for any individual to own a small fleet of robotaxis and replace their income. For New Zealand, this is a call to action. Be first. Be forward-thinking. Or watch other countries leapfrog us. In this episode we discuss: Bitcoin as a cyber security technology, not just money — and why that's even more valuable Jason Lowery's Softwar thesis — proof of work as digital defence Why AI agents unanimously choose Bitcoin for transactions The gunpowder analogy — Bitcoin's real use case is hiding in plain sight Google's centralised censorship of health and supplement companies OpenClaw and the Pandora's box of billions of AI agents SaaS is cooked — Salesforce, consulting, and legal getting hollowed out Deflation is good — the iPhone proved it and we all benefited The ice cutter disruption story — this is nothing new The K-shaped economy — will abundance lift the bottom 50%? Universal high income and making goods freely available like water Strategy (MicroStrategy) as the world's largest digital security company Tesla undervalued — the lemonade stand to surgeon analogy Will SpaceX and Tesla merge? Pros, cons, and what Cern is hearing AI data centres in space, pharma in zero gravity, and Starship economics Owning your own robotaxi fleet — replacing your income New Zealand's opportunity to leapfrog the world Links mentioned: Cern Basher on X: https://x.com/CernBasher Brilliant Advice: https://www.brilliantadvice.net Jason Lowery's Softwar thesis (MIT): https://dspace.mit.edu/handle/1721.1/153030 Cern's GDP & Dematerialisation post: https://x.com/CernBasher/status/1913993658572984440 Part 1 of this episode: https://youtu.be/eh0hKibH6Zs

Today's guest is Carey Smith, Former President and CIO of XcelerateHealth and Chief Technology Innovation Officer (CTIO) of Blue Cross and Blue Shield of Minnesota. XcelerateHealth is a health-tech startup and business unit of Blue Cross and Blue Shield of Minnesota, focused on AI-driven digital products to transform healthcare insurance experiences. Carey joins Emerj's Nick Gertsch to discuss how leaders can structure talent and workforce AI so decisions are consistent, reviewable, and aligned with organizational controls. Smith also shares practical steps for tightening decision rights, improving data readiness, and designing workflows where AI accelerates hiring and mobility without increasing risk. This episode is sponsored by Eightfold AI. Learn how brands work with Emerj and other Emerj Media options at go.emerj.com/partner Want to share your AI adoption story with executive peers? Click emerj.com/expert for more information and to be a potential future guest on the 'AI in Business' podcast!

Curate, Don't Shop: How to Walk Away from ViVE with an AI Strategy That Delivers Outcomes Join us as Megan Antonelli sits down with Nayan Patel, a former hospital CIO now leading healthcare innovation at Neteera, to unpack what's shaping the digital health landscape heading into ViVE and HIMSS. They explore how the CIO role is evolving from technology manager to "curator of information and outcomes," and why AI governance, cybersecurity, and platform consolidation are dominating the conversation on the conference floor. Nayan shares insights from Neeera's contactless patient monitoring technology, using radar to track vital signs and ease the burden on nursing staff, and reflects on what meaningful AI adoption actually looks like in clinical settings. The conversation also covers the enduring value of in-person connections, how to maximize your time at industry events, and why some old debates like shadow IT and build vs. buy are making a comeback with fresh perspective. Plus, Nayan shares his weekly newsletter TGIF , offering bite-sized insights for healthcare leaders on the go. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

In episode 62 of Fill the Gap, hosts Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview Keith Lerner, CMT, CFA, the CIO and Chief Market Strategist at Truist Advisory Services, about his “weight of the evidence” investment framework, which integrates history, economics, fundamentals, and technical analysis to guide portfolio decisions. Lerner explains how technical analysis serves as a critical accountability tool that can challenge narratives, force humility, and prompt timely portfolio adjustments when market data diverges from expectations. He discusses how the relative importance of different signals changes across market cycles, noting periods—such as sharp volatility events—when technicals deserve greater weight due to uncertainty in fundamentals or macro outcomes.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

The Office of Personnel Management removed Claude and added Grok and Codex in an update to its public disclosure of AI use cases dated Wednesday. Removal of Claude comes after a disagreement between its maker, Anthropic, and the Department of Defense over the technology's guardrails culminated in President Donald Trump issuing a governmentwide ban on the company late last week. In the following days, numerous federal agencies have made moves to stop using Anthropic's services, including OPM. While the changes to the disclosure were made at the same time, Grok and Codex were not added as the result of Claude's removal, OPM spokeswoman McLaurine Pinover said in an emailed response to FedScoop. The human capital agency is “constantly working to provide the best tools to the OPM workforce. These initiatives were already underway,” Pinover said. According to the new inventory, the “first production use” for both tools is listed as the first quarter of 2026. Pinover confirmed that date references the calendar year rather than fiscal year. Grok, a product of Elon Musk's xAI, is listed as in production, and Codex, a coding specific AI tool from OpenAI, is being deployed in a sandbox phase — which generally describes a kind of controlled environment. OPM also added several other systems that deploy AI to its public disclosure, including Wiz, Zendesk, Waze, Google Maps, and the Apple iPhone. James “Aaron” Bishop has been tapped to serve as the Pentagon's chief information security officer and deputy CIO for cybersecurity, the department announced on social media Thursday. He assumed the role of CISO in an acting capacity on Feb. 27, according to a LinkedIn post from the Office of the Chief Information Officer. In his new position, he'll work under DOD CIO Kirsten Davies and be responsible for providing policy, technical, program and oversight support to the CIO on all cybersecurity matters. Bishop previously served as CISO for the Department of the Air Force, which includes the Air and Space Forces. According to his Air Force bio, his prior jobs in the private sector included CEO and founder of the Quantum Security Alliance, CEO and founder of Eigenspace, vice president and CISO for Science Applications International Corporation, and general manager of Microsoft's National Security Group, among other roles. David McKeown, who previously served as the department's CISO, deputy CIO for cybersecurity and special assistant for cybersecurity innovation, plans to leave government service for the private sector, according to the announcement. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

This week’s guest is David Williams, CIO of Buztel, a large local law firm. He tells us about how lawyers are using AI, what’s allowed, what’s not allowed, and the implications thereof.

Compliance and regulatory reporting used to mean endless spreadsheets, fragmented data sources, and teams drowning in manual work. Today, AI is transforming how the world's largest companies manage financial reporting, sustainability disclosures, and audit workflows—not by replacing humans, but by giving them time back to do strategic work. In this episode of IT Visionaries, host Chris Brandt sits down with Kim Huffman, CIO of Workiva, the platform used by 85% of the Fortune 100 for critical financial and compliance reporting. Kim shares her unique perspective as both a former Workiva customer and now the CIO steering the company into an AI-powered future. They explore how the office of the CFO is evolving under pressure from new sustainability regulations, how AI governance actually works in practice, and why collaboration between IT, finance, sustainability, and risk teams has become essential. Kim also discusses the changing role of the CIO, the coming wave of autonomous agents in the workplace, and why having more data doesn't always mean making better decisions.   Key Moments: 00:58 – The State of Compliance Today 02:18 – Why Standards and Regulations Matter 05:48 – The Complexity of Global Compliance 07:36 – Data Collection Across Teams 08:36 – Single Source of Truth 10:20 – The Sustainability Data Challenge 13:36 – The Endless Spreadsheet Problem 16:12 – What's Driving the CFO Office 19:46 – AI's Strategic Role at Workiva 23:02 – Beyond Repetitive Tasks 25:20 – Transforming How Teams Work 27:03 – Will AI Replace Jobs or Create Capacity? 30:00 – Measuring AI's Business Impact 33:06 – Speed vs. Data Overload 36:25 – The Evolving Role of the CIO 40:00 – Technology Leadership in Transition 43:09 – The Next Five Years for CIOs 46:14 – Managing the Coming Wave of AI Agents 50:02 – AI Will Create Its Own Security Industry 52:26 – The Sustainability Reporting Reality 55:31 – Resource Constraints and AI Consumption 57:34 – Why ESG Data Is Now Critical Business Intelligence 59:23 – Keeping NPS High While Innovating   -- This episode of IT Visionaries is brought to you by Meter - the company building better networks. Businesses today are frustrated with outdated providers, rigid pricing, and fragmented tools. Meter changes that with a single integrated solution that covers everything wired, wireless, and even cellular networking. They design the hardware, write the firmware, build the software, and manage it all so your team doesn't have to.That means you get fast, secure, and scalable connectivity without the complexity of juggling multiple providers. Thanks to meter for sponsoring. Go to meter.com/itv to book a demo.---IT Visionaries is made by the team at Mission.org. Learn more about our media studio and network of podcasts at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are passive investors really passive? Not anymore. Lance Roberts & Michael Lebowitz break down how index funds and ETFs — the tools designed for patient, long-term investing — have quietly become weapons of short-term speculation. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:03 - Good Economic News Under the Surface 4:26 - Out of the Frying Pan, Into the Fire... 6:15 - Wait for Market to Declare Direction 10:49 - Economic Improvement Puts the Fed in a Box 14:14 - What's Going to Happen to Yields? 15:38 - Risk Management Matters 16:59 - Narratives Work Both Ways 20:28 - Cheerios & Lucky Charms' 21:59 - Passive-Aggressive Markets 25:17 - The Rotation of Assets 29:34 - Taking Stock of Volatility 33:01 - Retail Investors are Trading the Market 34:07 - Options Trading - Much more speculative 39:49 - Fixed Income, Bonds, & Yields ------- Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/jbpipFjnakQ ------- Watch our previous show, "Q & A Wednesday: Ask Us Anything," here: https://youtube.com/live/uFdhcR6QBKI -------- The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here: https://youtu.be/MntZ-KayzxA ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PreMarket #StockMarket #MovingAverage #MarketAnalysis #TradingSignals #PassiveInvesting #ETFStrategy #IndexFunds #SectorRotation #JohnBogle

A suspected U.S. exploit kit shows up in global iOS attacks. Facebook goes down briefly worldwide. A critical help-desk flaw enables remote code execution. Juniper PTX routers face a major bug. LastPass warns of phishing. Telegram becomes a cybercrime marketplace. Healthcare groups fight relaxed IT rules. A stolen Gemini API key runs up massive bills. CISA's CIO departs. Our guest is Brian Long, CEO and Co-Founder of Adaptive Security, discussing how AI is reshaping social engineering. The problem of posthumous profiles.  CyberWire Guest Today on our Industry Voices segment we are joined by Brian Long, CEO and Co-Founder of Adaptive Security, discussing how AI is reshaping social engineering. If you want to hear the full conversation, listen to it here. Selected Reading Possible U.S.-developed exploits linked to first known ‘mass' iOS attack (CyberScoop) Facebook accounts unavailable in worldwide outage (Bleeping Computer) Critical FreeScout Vulnerability Leads to Full Server Compromise (SecurityWeek) Juniper PTX Routers at Risk, Critical Takeover Flaw Disclosed (BankInfo Security) LastPass Warns of New Phishing Campaign (SecurityWeek) Telegram Increasingly Used to Sell Access, Malware and Stolen Logs Hackread) Groups Push Back on HHS' Proposed Health IT Rollbacks (BankInfo Security) Dev stunned by $82K Gemini API key bill after theft (The Register) CISA CIO Robert Costello exits agency (CyberScoop) Calls for Global Digital Estate Standard as Posthumous Deepfake Fraud Risk Grows (Infosecurity Magazine) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turning, a generational winter that historically brings institutional fracture, geopolitical strain, and inflation that reshapes debts, assets, and political power. Cem ties that arc to today's realities: the exhaustion of the 40 year tailwind from falling rates, record valuations meeting refinancing risk, and the uncomfortable truth that 60/40 has failed for long stretches before.They explore the growing divide between capital and labor, the pivot from globalization to industrial policy, and the rising appeal of commodities, cash, and convex hedges in a world where outcomes are less linear. Howe also details how his Fourth Turning ETF reflects that view, pairing thematic equities with real assets and disciplined tail protection.This is a conversation about preparing, not predicting, when history starts to rhyme a little louder.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:28 - Introducing Neil Howe and why this conversation matters now03:37 - What the Fourth Turning is and how the cycle works10:26 - “The Fourth Turning Is Here” and the practical question: what do we do?16:42 - Rates, inequality, and why the last 40 years may not repeat20:17 - Inflation as a crisis tool, not a forecasting error26:43 - Options, convexity, and non-linear portfolios in regime change33:31 - The surge into “non-correlated” assets and what it signals39:39 - Market closures, devaluation, and the limits of buy-the-dip history45:28 - Commodities as a missing portfolio leg and the volatility debate48:12 - Howe's ETF framework: themes, commodities, cash, and tail hedges52:43 - Timing the crisis, geopolitics, and the authoritarianism questionCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Steve Taplin is the CEO of Sonatafy Technology, author of "Fail Hard, Win Big: 30 Ventures | 20 Failures | 10 Wins," and host of the Software Leaders Uncensored podcast. In this conversation, Steve reveals the partnership that almost destroyed him but vindicated him five years later; why he walked out of a meeting with a Fortune 500 CIO; and the discipline that saved his sanity. Steve also shares the 24-hour rule for processing failure to help his teams fail without breaking trust or morale. Steve breaks down the practice that taught him when to fight and when to quit. If you've ever been paralyzed by the fear of failure—or worse, burned by a partnership you trusted—this episode will rewire how you think about risk, resilience, and what it actually takes to bounce back. Find episode 501 on The Leadership Podcast, YouTube, or wherever you get your podcasts! Watch this Episode on YouTube | Steve Taplin on Failure as Fuel: When to push through and when to quit https://bit.ly/TLP-501 Key Takeaways [04:16] Steve shares his most painful failure-turned-win: a $2 million deal his partner closed that he walked away from—five years later, both the partner and sponsor were indicted for fraud. [07:59] Steve drops the hard truth: "Nobody cares about your business. They care about the problem it solves." [09:43] Steve's philosophy on raising money: "Raising money is a responsibility—your business has to be ready for it." [11:15] Steve recalls his "oh sh*t" moment at IBM: he didn't know the difference between sales and marketing after starting his first company. [13:36] Steve credits journaling as his resilience tool and describes rehearsing failure scenarios with his team to build organizational resilience. [18:50] Steve defines earning potential: "Your ability to make money is your ability to solve more challenges than everybody else." [21:52] Steve recounts going back to IBM as VP of Sales and selling over $1 billion in contracts. [27:03] Steve explains when to quit and the discipline that made financial clarity possible. [32:00] Steve's message to young people: "You don't have a choice—the world is unforgiving. You either learn from failure or you don't survive." [35:04] And remember..."Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure... than to rank with those poor spirits who neither enjoy nor suffer much, because they live in a gray twilight that knows not victory nor defeat." - Theodore Roosevelt Quotable Quotes "Integrity is not optional, especially when you're raising money—it's foundational." "Nobody cares about your business. They care about the problem it solves." "You get 24 hours to be upset. Then shake it off and figure out a solution." "Success is not just money—it's having the freedom to operate your business AND great relationships with your family." "Your ability to make money is your ability to solve more challenges than everybody else." "If you don't take risks, you can't keep accelerating your career." "Good, bad, or indifferent, you learn more from failures than you do successes." "You can't grow without failing." "Use your failures as fuel and learning experiences." "You got to know how to run businesses. You got to know how to sell if you want to take control of your life." These are the books mentioned in this episode Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Steve Taplin LinkedIn | www.linkedin.com/in/stevetaplin Sonatafy Technology Website | www.sonatafy.com Software Leaders Uncensored YouTube | www.youtube.com/@SoftwareLeadersUncensored Software Leaders Uncensored Podcast | softwareleadersuncensored.com

On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues something bigger is happening: Europe is rebuilding not just its military, but its digital infrastructure to reduce dependence on U.S. tech platforms. Matt, CEO and CIO of Tuttle Capital Management, joins Downtown Josh Brown to discuss digital sovereignty, shifting procurement, and whether this marks a cyclical rotation or the start of a structural reallocation away from U.S mega-cap dominance. We cover the impact on defense, cloud, U.S. tech giants, China exposure, currency effects, and how investors should size the opportunity. This episode is sponsored by Public.  Find out more at: https://public.com/Compound Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives and themes driving the AI market right now, including Block's shock decision to cut its workforce by nearly half in favor of AI tools. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nik Seetharaman is a special operations–trained cyber leader turned founder, known for bringing an operator's mindset to some of the most sensitive security programs in American industry. A former JSOC advance‑force operator attached to an East Coast Naval Special Warfare squadron, he ran advanced cyber warfare and close‑range reconnaissance missions before crossing over into the world of high‑stakes defense technology and enterprise security. In industry, Nik helped build and lead security at three of the most influential defense‑tech companies of the last decade. He served as head of cybersecurity operations at SpaceX and later led international cyber defense programs at Palantir, giving him a front‑row seat to how software, data, and security shape modern national power. He then became CIO and CISO at Anduril Industries, where he built the company's cybersecurity and weapons‑system security programs from the ground up while Anduril was racing to field autonomous systems for the Pentagon. Today, Nik is the founder and CEO of Wraithwatch, a cyber defense company born from his frustration that defenders are almost always forced to react second. At Wraithwatch, he is focused on “weaponizing” AI for defense at scale—using advanced models to help blue teams pre‑empt and out-iterate attackers instead of learning only from breaches and red‑team reports. Across each chapter of his career, he has carried forward the same core idea: apply special operations discipline, speed, and clarity of mission to how software, security teams, and AI‑driven defenses are built and run. Join the Waitlist - https://theglacierapp.com/waitlist Shawn Ryan Show Sponsors: Get started with Claude today at https://Claude.ai/srs Visit https://mauinuivenison.com/srs for a special deal for listeners of this show only. Go to https://helixsleep.com/SRS for 27% Off Sitewide. Go to https://shopbeam.com/SRS and use code SRS to get up to 50% off Beam Dream Nighttime Cocoa—grab it for just $32.50 and improve your sleep today. Try Rho Nutrition today and experience the difference of Liposomal Technology. Use code SRS for 20% OFF everything at https://www.rhonutrition.com/discount/SRS Nik Seetharaman Links: LI - https://www.linkedin.com/in/nikseetharaman Wraithwatch - https://www.wraithwatch.com X - https://x.com/nikseeth Learn more about your ad choices. Visit podcastchoices.com/adchoices