Podcasts about CIO

The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one of retail's most successful tech transformations — Julie has spent decades separating real change from corporate theater. Motley Fool analyst Rachel Warren sits down with Julie, now author of Chief Impact Officer, to unpack what AI washing actually looks like from the inside, why 87% of CEOs say psychological safety matters but only 13% believe their company has it, and what that gap means for the stocks in your portfolio. Host: Rachel Warren Guest: Julie Averill Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Buck, CIO at Mutiny Fund, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/  For more information about Mutiny Fund, please visit: https://mutinyfund.com/  Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.com  This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

Has Micron's earnings report changed the outlook for semiconductor stocks and the broader artificial intelligence trade? With expectations running exceptionally high following a massive rally in chip stocks, investors are looking beyond headline numbers to what Micron's results and outlook may reveal about future demand, pricing power, and earnings growth across the industry. Lance Roberts & Michael Lebowitz discuss what Micron's report means for semiconductor stocks, market leadership, and the next phase of the AI-driven investment cycle. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Economic Data Preview & Trump's Gasoline Gaffe 7:00 - Narrow Market Rally Obscures Underlying Weakness 13:02 - Micron Recap 16:32 - Nvidia vs Micron - Comparing the Fundamentals 20:26 - When Will Demand Slow or Supply Catch Up? 21:57 - "Your High Margin is My Invitation" 25:22 - The Law of Large Numbers Will Eventually Apply 28:58 - Calculating the Risk 30:32 - Crude Oil Pricing vs Gasoline 33:04 - Economic Data Preview - What Will Markets Do? 37:27 - Will CPI, PPI Indicators Matter to the Fed Now? 40:54 - Bonds Look Like Gasoline Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- 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/Hu6OW8jg_XE ------- Watch our previous show, "Q&A Wednesday: What's Really Driving This Market? " https://youtube.com/live/b7C0L0Sd2mU ------- Watch today's "Before the Bell" feature, "Semiconductor Rally Hides Market Weakness" here: https://youtu.be/iT0t1C5puiE ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's “Forward Guidance” https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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/ #StockMarket #Semiconductors #Micron #Investing #MarketOutlook #Micron #ArtificialIntelligence #Investing #Gasoline #CrudeOil

What does it take for AI to matter inside a real operating business? Not as a demo, not as a dashboard, and not as a generic productivity tool — but as something that answers calls, reduces clicks, quotes freight, improves service, and helps people spend more time doing the work that actually moves the business forward.Today we're republishing an episode from The O.H.I.O. Fund Report with Mark Kvamme — co-founder, CEO, and CIO of The O.H.I.O. Fund — Peter Coratola, founder and CEO of EASE Logistics, and Andy Jenks, co-founder of JAKIB.ai.Together, they unpack one of the clearest examples we've seen of applied AI in Ohio: a service-heavy logistics business navigating a difficult freight market, partnering with an AI company to start small, solve real operational bottlenecks, and eventually build Amy — an AI layer embedded directly into how EASE works. They discuss track-and-trace calls, customer service, quoting, user adoption, CEO-level ownership, and why AI at its best may be less about replacing people and more about multiplying their output.So please enjoy this conversation with Mark Kvamme, Peter Coratola, and Andy Jenks.00:00 Introduction to the Ohio Fund and Ease Logistics05:12 Challenges in the Logistics Industry09:50 AI Transformation in Logistics13:55 First AI Project Implementation17:26 Integrating AI with Existing Systems20:12 User Adoption and Trust in AI23:20 Operational Efficiency and Cost Savings26:36 AI as a Knowledge Transfer Tool31:39 Lessons Learned in AI Implementation33:04 The Supercharged Engineer: AI's Impact on Productivity34:28 Empowering Non-Technical Users: AI for Everyone38:03 AI as a Multiplier: Enhancing Workforce Efficiency40:47 Customer-Centric AI: Transforming Client Interactions44:26 Mindset for AI Adoption: Insights for Business Leaders47:26 Evaluating Business Readiness for AI Implementation51:03 The Ohio Advantage: Why Midwestern Companies Thrive53:28 Future Predictions: The Next Big Leap in AI and Business-----LINKS:https://easelogistics.com/https://www.jakib.ai/https://www.linkedin.com/in/peter-coratola-jrhttps://www.linkedin.com/in/ajenks/https://www.linkedin.com/in/markkvamme/-----SPONSOR:Cerity PartnersCerity Partners, a full-service investment and wealth management firm serving high-net-worth individuals, entrepreneurs, and business owners, is proud to sponsor Lay of The Land. The firm has local roots in Cleveland and across Ohio, and like this podcast, Cerity Partners advisors specialize in serving the interests of local entrepreneurs and business leaders. The firm's national presence means it can offer the resources and specialized knowledge of the largest institutions with the independence and service of a neighbor. The Cerity Partners Cleveland team understands the complexity that comes with wealth, and they adhere to fiduciary standards. Discover the financial lay of your land.Learn more at ceritypartners.com/NPR or call 216-464-6266.Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs. Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.Learn more at https://roundstoneinsurance.com/-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here: https://layoftheland.ck.page/5f0c1e28faConnect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

MILEI TEM TUDO PARA SER REELEITO – MAS LULA TAMBÉMNeste episódio do Stock Pickers, Paolo Di Sora, da RPS Capital, tem uma conversa franca sobre o cenário político e macroeconômico da Argentina e do Brasil, os efeitos das decisões de Javier Milei e Lula, e o que isso significa para investidores. A conversa também passa por juros, Bolsa, risco fiscal, popularidade, valuation e oportunidades de investimento.Se você acompanha mercado financeiro, política, macroeconomia, ações, Argentina, Brasil, Milei, Lula, Bolsa e oportunidades de investimento, este episódio é para você.

Manoj Pradhan returns to Top Traders Unplugged to explain why the forces that kept inflation and interest rates low for decades are now reversing. Drawing on themes from The Great Demographic Reversal and his new book The Unanchored Central Banker, he argues that aging populations, labor shortages, rising fiscal deficits, and the changing role of central banks are creating a very different macroeconomic landscape. The conversation explores why demographics matter more than many models assume, whether AI can offset labor shortages, and why central banks may increasingly be forced to choose between controlling inflation and maintaining fiscal stability.-----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 Kevin on SubStack & read his Book.Follow Manoj on LinkedIn and Read his Book.Episode TimeStamps: 00:00 - Why demographics matter for inflation and central banks03:05 - The demographic sweet spot that lowered inflation and rates06:28 - Why labor supply is now reversing12:15 - Global birth rates and the replacement rate problem17:03 - The fiscal blind spot in conventional economic models20:31 - Housing, urbanization, and real interest rates27:03 - Can AI offset labor shortages?37:24 - Policy ideas to increase labor supply and manage aging45:40 - Why central banks may become “unanchored”50:40 - The tension between inflation control and debt stability54:49 - Could high rates trigger a crisis and force policy reversal?58:28 - Final thoughts on demographics, debt, and the future of inflationCopyright © 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

Keryn McNamara, CIO at Aimbridge, told me AI fails the moment it replaces a human instead of freeing one up.

H. Perry Boyle Jr. is the CEO and co-founder of MITS Capital LLC — Military Innovation Technology Solutions — and chairman of MITS Industries, the Danish-Ukrainian defence-tech joint venture announced in September 2025. He divides his time between Kyiv and Ketchum, Idaho. Boyle came to Ukrainian defence technology from three decades on Wall Street. He held senior positions at SAC Capital and Point72 — where he served as head of equities and capital development, managing multi-billion-dollar portfolios across global markets. His co-founders are Denys Gurak (COO and CIO, former venture partner at FF Venture Capital) and Anton Melnyk (Founding Partner, Ukraine-based). The MITS Industries board co-chairs are a former NATO Deputy Assistant Secretary General for Defense Investment and a retired US Army Colonel with 26 years in defence and transatlantic security — that combination signals the political-strategic positioning Boyle has built around the firm.----------LINKS:https://www.linkedin.com/in/perryboyle/https://www.cnas.org/people/h-perry-boylehttps://mits.capital/team/----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------ACTIVE CAMPAIGN:We are raising funds for 5 of 15 Vampire DronesSilicon Curtain for Kupiansk Vampires. Dzyga's Paw, together with Jonathan Fink, is joining forces to raise $40,000 to provide the Khartiia Brigade with Vampire Drones.https://dzygaspaw.com/silicon-curtain-for-kupiansk-vampiresThese heavy bombers are designed to destroy manpower and equipment, as well as for remote mining. The Vampire UAV, manufactured by Skyfall, has proven itself to be one of the most effective weapons in the Kupiansk direction. Skyfall is one of Ukraine's largest defense tech companies, producing Vampire bomber drones, various modifications of Shrike FPV drones, P1-SUN, Shahed drone interceptors, communication systems, and components.----------TRUSTED CHARITIES ON THE GROUND:Car4Ukrainehttps://car4ukraine.com/en-US/campaignsDzyga's Pawhttps://dzygaspaw.com/projectsSuperhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.orgNGO “Herojam Slava”https://heroiamslava.org/----------PLATFORMS:Substack: https://substack.com/@siliconcurtainTwitter: https://twitter.com/CurtainSiliconLinkedin: https://www.linkedin.com/in/finkjonathan/Podcast: https://open.spotify.com/show/4thRZj6NO7y93zG11JMtqm----------

Markets can remain resilient longer than many expect, but understanding what is fueling the rally is critical for managing risk and protecting long-term financial goals. Lance Roberts & Danny Ratliff tackle your questions about what is really driving stocks higher, whether earnings expectations are becoming too optimistic, the risks of narrow market leadership, portfolio positioning in today's environment, bonds, inflation, artificial intelligence, and what investors should be watching next. Here's a topical rundown of today's show: 0:00 - INTRO 0:50 - Micron Earnings Day 5:30 - Dollar Rally & Money Flows 6:38 - Markets Break Below Consolidation 10:51 - How We Spend Money 13:23 - Do All IPO's Go Down After Lock-up Period? 18:18 - Where do Foreign Money Flows Come From? 19:21 - What to Do When Markets Feel "Toppy?" 24:32 - Manage Your Money for Risk, not Beating an Index 26:21 - Promises vs Reality 29:19 - Explaining Preferred Stock, Bonds, Shares (& pecking order in Bankruptcy) 33:37 - Can a Continued Rally in the Dollar Impact Markets? 35:31 - Concerned about U.S. Gov't. Debt? 40:27 - Effects of Foreign Money Creation on Domestic Money Flows 44:30 - The Importance of Convexity in a Portfolio 47:39 - Olive Garden vs Italy Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- 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/b7C0L0Sd2mU ------- Watch our previous show, "The New Rules of Portfolio Protection" https://youtube.com/live/donQO1t_hLs ------- Watch today's "Before the Bell" feature, "Micron Earnings: The Bar Is Too High" here: https://youtu.be/v7poBC45Le0 ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's “Forward Guidance” https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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/ #Micron #Semiconductors #StockMarket #EarningsSeason #Investing #FederalReserve #RetirementPlanning #MarketOutlook

What We CoveredWhat if your wearable could do more than track steps — and actually help detect cardiovascular risk before symptoms appear?In this episode, Joe talks with University of Pittsburgh's Pengfei Zhou & Matt de Lima Barbosa, along with Dell Technologies' Adrienne Garber, about how AI, edge computing, and wearable devices are shaping the future of heart monitoring.01 Why wearables are the next frontier for heart health: how real-time sensor data from everyday devices could detect cardiovascular risk before symptoms ever appear.02 What AIoT actually means in practice: how Pengfei's research combines AI and connected sensors to build deep learning models that go far beyond step counting.03The role of embedded IT in research speed: how Matt's team connects faculty to secure infrastructure and technical support so researchers can move faster and focus on the science.04 How Dell is partnering with higher ed researchers: why Adrienne's team invests in university innovation programs — and what that looks like when it reaches researchers working on real health problems.05 Why localized AI wins on speed, privacy, and personalization: the case for keeping AI processing at the edge instead of sending sensitive health data to the cloud.06 What the future of higher ed innovation actually requires: why the collaboration between researchers, IT, and technology partners like Dell is the ingredient most people overlook. FeaturingPengfei Zhou, Assistant Professor, University of Pittsburgh School of Computing and InformationMatt de Lima Barbosa, Director of Information Technology, University of Pittsburgh School of Computing and InformationAdrienne Garber, Chief Technology & Innovation Strategist, Higher Ed, Dell Technologies Timestamps(01:00) Inside Pitt's School of Computing and Information(02:45) Pengfei Zhou's teaching and research focus(03:53) AIoT, wearables, and heart monitoring(07:04) How Dell's higher ed innovation pilot reached Pitt(10:41) Why localized AI matters for health data(12:18) How embedded IT helps researchers move faster(13:41) Dell's role as connective tissue between researchers and IT(18:18) Combining PPG and ECG signals for better blood pressure monitoring(21:00) The “Who Not How” Moment: Helping researchers move faster(25:12) AI, deep learning, and solving real problemsListen now: YouTube x Apple x SpotifyWhenever you're ready, there are 3 ways you can connect with TechTables:1.

Five years ago, J. Kyle Howard hired me because he was struggling to articulate what he did and how to package it into a business. At the time, he was a former CIO trying to figure out how to turn decades of experience into something other people would understand, value, and buy. In other words, he thought he had a messaging problem. What neither of us realized was that the challenge wasn't really about messaging. As we worked together, something deeper began to emerge. Questions about identity. Questions about purpose. Questions about who he was apart from the career he had spent years building. This week, as part of my "Where Are They Now?" series on Consulting Matters, J. Kyle returns to the podcast to reflect on what happened next. And what a journey it has been. Over the past five years, he tried on different business ideas, moved across the country, went through a significant personal healing journey, and ultimately found his way back to an idea that had been trying to get his attention for more than 30 years. What I love about this conversation is that it captures something I've observed throughout my career. People often come to me because they think they need help with positioning, messaging, offers, or marketing. And sometimes they do. But for many consultants and coaches, particularly those leaving established careers to build something of their own, the real journey isn't about marketing. It's about becoming. It's about discovering who you are when the title, the role, the organization, and all the external markers of success are no longer defining you. It's about finding the courage to build a business that reflects who you actually are, rather than who you think you're supposed to be. J. Kyle's story is a powerful reminder that clarity doesn't always arrive in a straight line. Sometimes the detours are part of the path. Where to dive in: 00:00 — Entrepreneurship forces inner work 02:09 — What Jay really needed in 2020 wasn't a business plan 06:01 — The promotion that should have been everything 17:33 — Choosing himself over the Northrop Grumman job 18:58 — The hotel lobby stranger who cracked him open 21:20 — 15 days later: two clients and a 35th floor view 23:16 — The question that had bothered him for 30 years 30:11 — What the business actually is in plain English 37:44 — How Jay accidentally became an OD consultant 40:52 — Live messaging coaching on air 50:21 — Three things Jay would tell his 2020 self Next Steps: Don't Panic: You won't receive everything you need at once. It's a process, so walk your path without fear. Stay Open, Not Defensive: Accept the information that comes to you instead of shutting it down. Express What Hurts: If something is painful, let it out. You don't have to do it publicly, but if you need to cry, cry. Have the experience. Bring Your Authentic Self Forward: If you need help bringing your authentic identity into the world through a consulting or coaching business, book a discovery call with me or explore my services. Other episodes you may enjoy: Turn Fear into Confident Action with J. Kyle Howard (Ep5) Scaling Success Your Way with Denise Musselwhite (Ep167) What it Really Means To Be On-Purpose (Ep166) Are We Aligned on What People-Centered Leadership and Organizations Really Mean? (Ep164) About my guest: J. Kyle Howard is an organizational systems strategist and founder of the Opportunity Systems Institute. With over three decades spanning oil and gas, healthcare, media, and enterprise technology, he developed Opportunity Systems Architecture — a methodology for diagnosing why talented people inside broken systems produce inconsistent results. His work has driven outcomes like a 17% to 98% project completion rate improvement and $2.4M in savings. Learn more at opportunitysystemsinstitute.com. About the host: Betsy Jordyn is a business mentor, brand messaging strategist, and former Disney consultant who helps purpose-driven consultants and coaches build profitable businesses rooted in their unique strengths. With over 20 years in the industry and a knack for turning big ideas into clear positioning, she's your go-to for strategy that aligns with your calling. Work with me: https://www.betsyjordyn.com/services

AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew Wertkin joins John Burke and Scott Robohn to talk through the difference between code generation and enterprise software development, and the challenges and opportunities of engineering reliability... Read more »

Denise Walker, CIO at Starwood Hotels and Resorts, started her career on a TRS-80. Thirty years later, she told me AI is the first technology she's never had to explain to anyone — people already see why it matters.

Markets are near highs, but momentum is slowing, breadth remains narrow, buybacks are entering blackout periods, and investors are looking for ways to participate in gains without exposing themselves to a major drawdown. Lance Roberts & Jon Penn discuss practical portfolio protection strategies that don't require moving entirely to cash. Here's a topical rundown of today's show: 0:00 - INTRO 0:58 - End of Quarter Rebalancing Begins 4:25 - Markets to Retest 50-DMA 9:17 - How to Stay Invested Without Getting Burned 14:19 - Take Some Profits & Stay Disciplined 16:10 - Two Camps of Space-X 23:34 - The AI/Industrial Revolution 20:45 - The market is changing how we manage money 27:39 - Avoiding Catastrophic Loss of Capital 30:35 - 15 Rules of Risk Management 31:47 - How to Hedge Your Portfolio 36:21 - The Risk in Trading 40:14 - Bull markets Breed Confidence 43:42 - Be Careful of Narratives vs Market Behavior 45:24 - Remember How You React to Market Downturns (pain) 47:56 - Hedging Your Portfolio is not a Binary Issue Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- 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/donQO1t_hLs ------- Watch our previous show, "hen Money Flows Meet a Hawkish Fed" https://youtube.com/live/UYxvj5axVTQ ------- Watch today's "Before the Bell" feature, "Quarter-End Rebalancing Hits Markets," here: https://youtu.be/REkG7SgcVhw ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's “Forward Guidance” https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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/ #StockMarket #PortfolioManagement #MarketVolatility #Investing #RiskManagement #PortfolioProtection #RiskManagement #RetirementPlanning #InvestingStrategy #WealthManagement

Markets are near highs, but momentum is slowing, breadth remains narrow, buybacks are entering blackout periods, and investors are looking for ways to participate in gains without exposing themselves to a major drawdown. Lance Roberts & Jon Penn discuss practical portfolio protection strategies that don't require moving entirely to cash. Here's a topical rundown of today's show: 0:00 - INTRO 0:58 - End of Quarter Rebalancing Begins 4:25 - Markets to Retest 50-DMA 9:17 - How to Stay Invested Without Getting Burned 14:19 - Take Some Profits & Stay Disciplined 16:10 - Two Camps of Space-X 23:34 - The AI/Industrial Revolution 20:45 - The market is changing how we manage money 27:39 - Avoiding Catastrophic Loss of Capital 30:35 - 15 Rules of Risk Management 31:47 - How to Hedge Your Portfolio 36:21 - The Risk in Trading 40:14 - Bull markets Breed Confidence 43:42 - Be Careful of Narratives vs Market Behavior 45:24 - Remember How You React to Market Downturns (pain) 47:56 - Hedging Your Portfolio is not a Binary Issue Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- 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/donQO1t_hLs ------- Watch our previous show, "hen Money Flows Meet a Hawkish Fed" https://youtube.com/live/UYxvj5axVTQ ------- Watch today's "Before the Bell" feature, "Quarter-End Rebalancing Hits Markets," here: https://youtu.be/REkG7SgcVhw ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's "Forward Guidance" https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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/ #StockMarket #PortfolioManagement #MarketVolatility #Investing #RiskManagement #PortfolioProtection #RiskManagement #RetirementPlanning #InvestingStrategy #WealthManagement

AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew Wertkin joins John Burke and Scott Robohn to talk through the difference between code generation and enterprise software development, and the challenges and opportunities of engineering reliability... Read more »

In this episode, ⁠Adam Torres⁠ interviews ⁠Nate Slemp⁠, CIO at BTC Strategy and BTC Management. Nate shares his journey in the Bitcoin ecosystem, discusses the role of money in human civilization, and explains the research and thinking behind his thesis that Bitcoin represents a significant evolution in the history of monetary systems. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this LIVE episode, taped during the 2026 FTA Annual Meeting in Nashville, Tennessee. FTA Chief Operating Officer Ryan Minnick is joined by four guests - David Casey, the Secretary for the Wisconsin Department of Revenue, Ananias Williams, the CIO for the Georgia Department of Revenue, Greer Allison, the Director of ITS for the Tennessee Department of Revenue, and Patric Starr, the Enterprise Project Manager for the Nevada Department of Taxation. Our guests discuss the ideas they are most excited about right now, the impacts of AI on government agencies, and the innovation you can unlock when you align employees, mission, and emerging technologies.

Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode  US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access  HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html  Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html  MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results  SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html  

Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh's first Fed meeting, explaining why the new chair's credibility may require letting markets experience some short-term pain.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 my views on the New Fed Chair and how to interpret his FOMC meeting last week.It's Monday, June 22nd at 11:30 am in New York. So, let's get after it.I want to spend today on what I think was one of the more important market events of the year so far. Kevin Warsh's first Fed meeting as the Chair. Specifically, he is trying to fortify credibility at a very delicate moment. The economy is stronger than many expected. Inflation is still running above target. And markets have become accustomed to central banks telling them exactly what to think.Back in February, when Warsh was nominated, I argued that this was the right choice if the goal was to lift market credibility. At that time, precious metals were rising parabolically. To me that was a bad signal that markets were questioning whether policy makers could really run the economy hot without creating a disorderly move in the dollar or a broader inflation problem.Since Warsh's nomination, the S&P 500-to-gold ratio is up close to 40 percent, and I view that as a powerful vote of confidence from the markets. It suggests investors are giving Warsh the benefit of the doubt – that he can shake up the Fed, reduce reliance on the balance sheet as a policy tool, and solidify discipline that gives the administration some breathing room.But here's the catch. Enhancing credibility is not always painless. In fact, credibility must be earned by doing something markets don't immediately like. And last week had some of that flavor. Stocks weakened, the yield curve bear-flattened, the dollar strengthened, and precious metals sold off. From my perspective, that is not a failed first meeting. That is a good and necessary first step. What stood out to me most was Warsh's emphasis on the inflation mandate. He made it very clear that the Fed's primary responsibility is price stability – not managing every wiggle in the labor market, not smoothing every risk asset drawdown, and not hand-holding investors through every data point. And frankly, after five years of missing the inflation target, that message was overdue.The stronger economy and improving private payroll data give the Fed room to lean into that message. I don't think this means the Fed is about to hike rates immediately, or even necessarily this year. But it does mean the reaction function has changed, and markets do not like uncertainty around the Fed path.The other major shift was communication. Warsh appears to be moving away from excessive forward guidance, and I think that's a very healthy development. For years, I've argued that the Fed became too influential in shaping not only market behavior, but also how investors interpreted the data. When markets are only trying to guess what the Fed will say next, the Fed loses the value of market prices as an independent signal. That's backwards. Markets should be reacting to incoming information, and the Fed should be learning from those reactions – not vice versa.A little less Fed hand-holding may be uncomfortable, but ironically it is necessary to get to a more stable place. Investors may not like it in the short term, but the system works better when market prices are less impeded by policy manipulation. The wisdom of crowds is often better than the wisdom of committees.The near-term risk for equities is not rate hikes or even uncertainty. It's liquidity. Balance sheet support has already started to fade. The Reserve Management Program is down roughly 75 percent from its peak, Treasury buybacks have been reduced by 50 percent. And at the same time lending growth is accelerating because the real economy is using more capital. That combination means liquidity is tightening, and our work suggests that could remain a headwind for stocks into July.Bottom line, the market may test Warsh's resolve. That's what markets do. The key question is whether the Fed tolerates some short-term pain in order to strengthen longer-term credibility. My guess is that it tries to do exactly that, until funding markets, credit markets, or bond volatility forces its hand to add more liquidity and loosen financial conditions again. That argues for choppy and even corrective price action in equity markets in the near term until the earnings led bull market has its next leg higher. 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!

Klue supply-chain attack impacts cybersecurity firms. Brand-new Prinz Eugen ransomware is surprisingly polished. ShinyHunters leak exposes sensitive data of 10,000 Council of Europe employees. Security agencies sound alarm over FortiBleed credential harvesting operation. Texas data breach affects hunting and fishing licensees. Microsoft ties Mastra AI supply chain attack to North Korean hackers. Vidar infostealer unveils new technique to defeat Chrome's encryption protections. Brazil investigates suspected hack of emergency alert system. We got your Monday business brief. On today's Industry Voices, Dave Bittner sits down with Mike Britton, CIO of Abnormal AI, as they discuss "AI-Powered Attacks Are Now a Commodity.” And not the kind of beats you want to drop. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On today's Industry Voices, we are joined by Mike Britton, CIO of Abnormal AI, discussing "AI-Powered Attacks Are Now a Commodity — And Most Organizations Don't Know It Yet." If you enjoyed this conversation and want to hear the full interview, listen here. Selected Reading Klue OAuth breach victim list grows as Icarus hackers claim attack (BleepingComputer) Prinz Eugen ransomware: a deep dive into a new Go-based encryptor (ThreatDown by Malwarebytes) Council of Europe Data Breach: ShinyHunters Makes 10,000 Employees' Records Permanent (Tech Times) Global cybersecurity agencies warn of credential exposure in FortiBleed campaign targeting Fortinet firewalls, VPN gateways (Industrial Cyber) Everything's bigger and better in Texas – even data breaches (The Register) Microsoft links Mastra AI supply chain attack to North Korean hackers (BleepingComputer) Inside Vidar's ABE Bypass: From Memory Scanning to APC Injections (Gen Digital) Brazil probes emergency warning system after nationwide rogue alert (The Register) Ent emerges from stealth with $100 million in seed funding. (N2K Pro Business Briefing)  Apple patches Beats Studio Buds flaw that could turn earbuds into a wiretap (Malwarebytes) 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

Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat since the early 1990s at the helm of public pension MassPrim and corporate pension Lucent before joining Williams. Institutional Investors bestowed its Lifetime Achievement Award on Collette in 2019, and Barron's named her one of the 100 Most Influential Women in Finance in 2020.   Our conversation covers Collette's career path and lessons learned before joining Williams. We then turn to her arrival at Williams in 2006 to a phone, a computer, and a legacy portfolio, Williams' governance structure leveraging alumni advisors, asset allocation, manager selection, manager monitoring, hedge funds, venture capital, and navigating around popular managers.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership  

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, whose past conversation is replayed in the feed.  Abigail has spent two decades in the Williams investment office, and her tenure manifests the benefits of duration and institutional knowledge in the seat.   Our conversation traces Abigail's nearly twenty-year journey inside the Williams Investment Office, from joining as an early analyst to becoming the internal successor CIO. We discuss the consistent mandate throughout alongside Abigail's evolution from analyst to deputy to decision-maker, including the knowledge retained as an internal candidate, the tension between respecting an institution's history and putting her own stamp on the portfolio, and perspectives on hedge funds, private markets, liquidity management, real assets, team development, and AI.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

As AI agents gain access to enterprise systems, identity security is becoming the control layer for responsible AI adoption. In this episode of Technovation, Peter High speaks with Sree Kancharla, CIO of SailPoint, about how identity governance is evolving from managing human access to securing machine identities, AI agents, and autonomous workflows. Sree discusses SailPoint’s role as “Customer Zero,” the growing challenge of shadow AI, the importance of governance that enables innovation, and how organizations can balance productivity gains with responsible risk management. He also shares his perspective on persona-based AI experiences, human-led agents, and the workforce implications of AI for the next generation of technology professionals. Key topics include: Why AI agents require a new approach to identity security How SailPoint manages shadow AI across the enterprise The role of Customer Zero in driving product innovation Moving from human-in-the-loop to human-led agents Preparing future technology talent in an AI-driven world This episode is presented by Celonis — Give AI the context it needs. Learn more at celonis.com/technovation

In this episode, Adam Torres interviews Nate Slemp, CIO at BTC Strategy and BTC Management. Nate shares his journey in the Bitcoin ecosystem, discusses the role of money in human civilization, and explains the research and thinking behind his thesis that Bitcoin represents a significant evolution in the history of monetary systems. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Department of Veterans Affairs hosted an IT industry day last week with a specific takeaway from the agency's deputy CIO: incumbency itself is not enough. Zack Schwartz, principal deputy assistant secretary in the VA's Office of Information and Technology, said he's made it clear that tech contractors need to bring their “A-game when it comes to supporting the veteran,” and the VA is open for business with whoever can do it best. “Incumbency is not a guarantee, incumbency is not an advantage,” Schwartz said in an interview with FedScoop. “We will not settle just because you've supported the VA in the past.” Schwartz said last Wednesday's private IT Advanced Planning Brief to Industry was a breakthrough between the agency and industry, as he made it clear that the “massive organization” is “moving extremely fast” to modernize and integrate AI with governance. LOGZONE, an Alabama-based logistics services provider, has agreed to pay more than $507,000 to resolve allegations that it misrepresented its compliance with Pentagon cybersecurity requirements while doing work with the Navy. According to a settlement agreement published last Thursday, the Justice Department alleged that LOGZONE failed to fully implement required security controls under NIST Special Publication 800-171 despite its contract mandating compliance. While not an explicit violation of the Cybersecurity Maturity Model Certification (CMMC) program, the suit highlights the Defense Department's increasing scrutiny of the defense industry not implementing required cybersecurity measures for sensitive information. The settlement stems from two contracts awarded by the Navy between 2021 and 2022 for logistics, inventory management and facility support services for the Naval Oceanographic Command located at Stennis Space Center in Mississippi. According to the settlement agreement, LOGZONE received more than $682,000 under the contracts through March 2025. 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.

Cullen Rogers, CIO of Wedbush Fund Advisors, explains why investors should rotate out of the “Magnificent Seven” and into emerging AI infrastructure plays. He highlights semiconductor bottlenecks in memory and advanced packaging, pointing to opportunities in Wedbush's AI Infrastructure Fund (IVEP). Rogers also pushes back on “AI bubble” concerns, arguing the market is underestimating long-term demand.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil LeBrun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of The Octopus Organization — to unpack why 70 to 90 percent of corporate transformations never deliver what they promised, what they call watermelon reporting — green on the outside, red on the inside — and the words that reveal whether a company is truly built for the future, or just really good at sounding like one. Host: Rachel Warren Guests: Dr. Jana Werner and Phil Le-Brun Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Qui si parla di espressione che non viene più levigata. Prospettive giovani neurodivergenti, voci ospiti e nitidezza linguistica. Cioè contributi, conversazioni e testi che non si fanno più piccoli solo per suonare più comodi agli altri.Janet Braun presenta tre formati che rendono la neurodiversità visibile, corale e udibile senza maschera:IN YOUR NEURO FACE, VOICES OFF SCRIPT e SENSITIVE AF.

Questions? Feedback? Send us a text!In higher education, nothing moves in isolation anymore.Every initiative is connected. Every unit has urgency. And every decision competes with something else that also matters.In this episode, Higher Digital Co-founder and CEO Wayne Bovier sits down with Ed Hudson, Vice Chancellor of IT and CIO at the University of Kansas, to unpack what it actually takes to execute when everything is competing for attention at the same time.With a career spanning the Marine Corps, law enforcement, cybersecurity, and higher education IT leadership, Ed brings a grounded, operational view of how institutions actually function under pressure.Ed breaks down:Why uncertainty—not resistance—is what truly slows progress in higher educationHow execution breaks down when every initiative is treated as top priorityHow CIOs manage prioritization without breaking trust across the institutionHow frameworks like ADKAR reveal where transformation actually stallsWhat it takes to act as the connector across competing institutional demandsWhy saying “not now” is one of the most important leadership functions in IT todayHow institutional progress depends on sequencing, not simultaneityThis conversation challenges a core assumption: higher education doesn't struggle because it lacks direction—it struggles because execution is constantly forced to happen in a system where everything is urgent.If you're a CIO, president, provost, or institutional leader navigating competing priorities in real time, this episode will feel familiar.If this resonates with your work, subscribe to the show and share it with a colleague navigating the same pressure.#HigherEd #CIOLeadership #DigitalTransformation #AIinEducation #Transformed #HigherDigital #ITLeadershipLSubscribe or follow TRANSFORMED wherever you listen, to get the latest episode when it drops and hear directly from leaders and innovators in higher ed tech and digital transformation best practices.Find and follow us on LinkedIn at https://www.linkedin.com/company/higher-digital-inc 

Trend following investors are constantly searching for ways to improve performance, but not every improvement survives contact with reality. Rob Carver joins Niels Kaastrup-Larsen to explore whether investors should chase the strongest trends, how different asset classes contribute to returns across market cycles, and why overfitting remains one of the biggest dangers in systematic investing. They also discuss the rise of AI generated trading strategies, the debate around perpetual futures, the changing role of economic data, and what diversification really means when markets become driven by a handful of dominant forces.-----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 Rob on Twitter.Episode TimeStamps:00:00 - Introduction and summer optimism in the UK02:10 - Middle East developments, SpaceX and the new Fed Chair06:13 - Concerns about economic data and market transparency10:38 - Trend following performance and current market positioning14:39 - How Rob evaluates strategies and portfolio construction19:57 - The factor zoo and true sources of return22:37 - What trend following adds beyond traditional risk premia29:54 - The rise of perpetual futures and exchange concerns42:35 - Quantica research on trend performance across asset classes55:01 - Why commodities have become a dominant source of trend returns56:06 - AI generated trading strategies and the risk of overfitting01:05:48 - Drawdowns, diversification and lessons from recent researchCopyright © 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

What if the biggest barrier to your company's transformation isn't your legacy technology, but your legacy thinking about it?Today, we are at PegaWorld 2026 at the MGM Grand in Las Vegas, and, we're going to talk about the immense challenge and opportunity of enterprise modernization. Specifically, we'll cover:- Translating a massive technology initiative into tangible improvements in the customer and partner experience.- The practical steps required to make an enterprise 'AI-ready' by bridging the gap between legacy systems and modern cloud platforms.- How transforming core operations can directly enable marketing and product teams to accelerate speed-to-market.To help me discuss this topic, I'd like to welcome Shelia Anderson, EVP Chief Information & Digital Officer at Unum.About Shelia AndersonShelia Anderson is Executive Vice President and Chief Information and Digital Officer at Unum, where she leads the company's technology and digital strategy. A four-time CIO with more than 25 years of technology leadership experience, Shelia has built a reputation for driving large-scale business transformation through cloud migration, AI adoption, digital modernization, and agile operating models. Prior to joining Unum in 2025, she served as Chief Information Officer at Aflac, where she led enterprise technology strategy, customer experience transformation, and AI-driven innovation initiatives. Throughout her career, Shelia has been recognized as one of the industry's leading technology executives, including recognition among the Top 100 Women in FinTech.Unum is a leading provider of workplace benefits and insurance products, serving millions of customers through disability, life, accident, critical illness, and supplemental health insurance offerings. The company works with employers across the United States and United Kingdom to provide financial protection and income replacement benefits that help individuals and families navigate life's unexpected challenges. In recent years, Unum has invested heavily in digital transformation, cloud modernization, automation, and AI initiatives designed to improve customer experiences, streamline operations, and accelerate innovation across the business.Shelia Anderson on LinkedIn: https://www.linkedin.com/in/sheliaanderson/---------- Resources ----------Unum: https://www.unum.com/Pega provides the leading AI-powered platform for enterprise transformation. The world's most influential organizations trust Pega's technology to reimagine how work gets done by automating workflows, personalizing customer experiences, and modernizing legacy systems. Since 1983, Pega's scalable, flexible architecture has fueled continuous innovation, helping clients accelerate their path to the autonomous enterprise. Learn more at Pega.comWe're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fDon't miss We Make Future - the International Festival of Innovation in AI, Tech, and Digital Marketing, June 24-26 in Bologna. Learn more: https://aglbrnd.co/r/c80991afff416bb2The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com Hosted on Acast. See acast.com/privacy for more information.

She Asked Her CIO for a New Challenge at Lunch. Got a "Poison Chalice" Role. Flew to Japan in December 2019. Beat COVID by Three Weeks. PVH VP Shatabdi on Small Acts of Courage With Big Consequences. At a lunch with her CIO, she asked a simple question: "Is there a specific role where you need help? I'm ready to take a new challenge, even change my domain completely." The answer was an invitation to lead PVH's global SAP/ERP transformation across Japan, Hong Kong, Taiwan, China, and North America. She had no team in Asia Pacific. She had less than two months to build one remotely from the United States. People in the room called it a poison chalice. She flew to Japan in December 2019, got the team in place, flew home in January 2020. COVID hit weeks later. She had made it by the skin of her teeth. That is one story. But Shatabdi, VP of Global Application Engineering Services at PVH Corp — home of Tommy Hilfiger and Calvin Klein — believes the more important stories are the small ones. The under-60-second moments. The ones that most senior leaders stay quiet through. In this episode, she shares both kinds. You'll learn: A woman in a meeting quietly mentioned her son kept missing his classes because someone kept scheduling meetings after 5 PM. Shatabdi backed her up in under a minute. That intervention spread into a best practice across PVH's global time zones including Hong Kong and Bangalore. Why she credits a single direct ask at a CIO lunch for the entire trajectory of her VP career, and what she said that made the difference between getting an opportunity and being overlooked. How she heard people call her new role a "poison chalice" and responded by using their doubt as fuel: "If my leaders believe in me, I should believe in myself." What happened when a co-op intern named Christopher walked into her office and told her the access request process could be simplified to save significant man hours — and added that an AI solution could auto-fill the whole thing. She was amazed. She calls it reverse mentorship. The moment her longtime colleague Brian McGrath introduced her in a room by saying "if she's in the meeting, I know it's going to go positive" — and why that kind of public acknowledgment primes an entire room to actually listen to you. The "we vs. I" leadership model she uses: collaborative "we" language for collective goals, firm "I" language for deadlines and deliverables. And why learning when to use which one took her longer than developing either. How she structures team communication across three levels — broad town halls, staff meetings that start with "how's your family?", and one-on-ones where she opens up first about her own week — to build the kind of trust that makes honest feedback land well in both directions. About Shatabdi: Vice President of Global Application Engineering Services at PVH Corp, the fashion company behind Tommy Hilfiger and Calvin Klein. Shatabdi leads a global team across North America, Europe, Hong Kong, and Bangalore. She previously led e-commerce at Hitachi Consulting and at PVH before pivoting into global ERP transformation leadership.

As we enter H2 2026, Manpreet Gill and Ray Heung assess where global markets are heading and what investors should focus on. They outline their reasons for remaining Overweight equities, share their latest views on fixed income and conclude with a discussion on gold. Listen to the full conversation to stay ahead of market shifts.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Ray Heung, Senior Investment Officer,  Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

The Last Trade: Mark Yusko, CIO of Morgan Creek Capital Management, joins to call the SpaceX IPO and the broader AI capex wave the greatest bubble in the history of markets, why Elon's $1 trillion XAI revenue promise by 2030 is securities fraud, how DeepSeek is poised to break the AI bubble by doing what OpenAI and Anthropic do for 5 cents on the dollar, why Bitcoin's Metcalf's Law fair value already sits around $125,000 even as price trades closer to $60K, his specific October 5 cycle-bottom call for the next crypto spring, and the brutal truth that the 1986 Tax Act and the rise of the 401k were a heist on the American middle class.---

There is a real tension building in K-12 right now. The "no screens" conversation that started with cell phone bans has moved into legislative territory, with 17 states introducing screen time bills in 2026 alone and four already enacting laws that go beyond phones to target district-issued devices and classroom technology directly. If your product sells into schools, this is no longer a trend to monitor. It is a business reality to plan around.At the same time, summer is not a selling season, and pretending otherwise is a fast way to lose trust with the educators and administrators you need on your side come fall. The question is not whether to show up in July. It is how to show up in a way that actually serves the people already using your product and the ones about to start.This field notes episode covers what is moving fast right now: the legislative landscape around EdTech and screens, what smart marketing looks like in a non-buying season, what is working on LinkedIn this summer, and a few posts from district leaders and educators worth paying close attention to.What You'll Learn1️⃣ Why the no-screens movement has moved from conversation to legislation What started as cell phone bans has expanded into bills targeting district-issued devices and classroom technology in 17 states in 2026 alone. For EdTech companies, this is no longer a sentiment issue. It is a product positioning and sales reality that requires a clear, proactive stance.2️⃣ What smart marketing actually looks like in a non-buying season July is not a selling window, but that does not mean going quiet. The brands that show up well right now are shifting into implementation and support mode, meeting educators where they are and building the kind of trust that converts when procurement opens back up.3️⃣ Why LinkedIn carousels are one of the biggest underused opportunities right now Carousel posts make up less than 5% of content on LinkedIn and still drive some of the highest reach and engagement of any post format. The bar for standing out is low, and the data-backed best practices are straightforward.Why It MattersEducation marketers are heading into one of the most complex back-to-school seasons in recent memory. Legislation is reshaping what schools can buy and use. Budgets are tighter. Educators are more skeptical of vendor outreach than ever. And AI is changing how content gets surfaced and who gets trusted as a credible voice in the space.Showing up in July with the same playbook as the rest of the year is not just ineffective. It signals that you do not understand how schools actually operate. The marketers who will be in the best position come fall are the ones using this window to support, listen, and build credibility in ways that compound over time.Resources Mentioned in this Episode:Screen Time Legislation Tracker (Claire Hollenbeck) and Clare Harrison A free tracker of screen time and device legislation across all 50 states, built by the co-founders of AlchemyK12. As of June 2026, 42 states have enacted phone laws or policies and 17 states have introduced screen time legislation this year alone.Elana Leoni on the screen time debate Elana's own take on the no-screens movement, including what EdTech companies should be doing proactively to get ahead of it.Andy Marcinek on LinkedIn Referenced for his framing of the critical questions educators and companies should be asking about technology in the classroom: Why is this tool here? Are students creating or consuming? What did the screen actually cost and what did it add?The SAMR Model (Edutopia) A widely used framework for evaluating how technology augments or transforms learning. Referenced as a useful lens for understanding when and how technology adds real value in the classroom.Amos Fodchuk on LinkedIn: AI Adoption Gap Shared a graph from Microsoft's AI Diffusion report showing that AI usage in metropolitan counties (32.9%) is nearly double that of rural counties (16.2%). A critical equity signal for EdTech marketers.Kip Glazer on LinkedIn School principal and author of Lead with AI, referenced for her honest post about the complexity of school leadership, inherited tech stacks, and the resistance leaders face when trying to make change.Kyle Brumbaugh repost: Build Products Our Agents Can Use A post from Chris Hagel, CIO at Peninsula School District, about why the future of EdTech is not more chatbots but district-owned agents that coordinate safely across every system a district runs. A signal vendors should not ignore.Richard van der Blom / Just Connecting HUB Referenced for his LinkedIn algorithm report and the three-positive-signals framework for social selling. Elana cites him as her go-to authority on growing reach and engagement intentionally on LinkedIn.Richard Moore on LinkedIn Founder of The Art of Sales community, referenced for his practical approach to social selling. Note: please confirm this is the correct LinkedIn handle.Connect with Elana: LinkedIn | Have a question or topic you'd like covered? DM Elana directly.

Michael Pettis joins Alan Dunne for a wide ranging conversation on trade imbalances, globalization and the future of the world economy. Drawing on decades of research into China, Europe and financial history, Pettis argues that persistent trade surpluses are ultimately rooted in domestic income imbalances rather than national competitiveness. The discussion explores why China struggles to rebalance, why Europe may face its biggest challenge yet, and how US reindustrialization could reshape global trade. From Bretton Woods to modern tariffs, this episode offers a provocative framework for understanding the forces driving the next phase of the global economy.-----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 LinkedIn.Follow Michael on X.Episode TimeStamps: 00:00 - Michael Pettis warns that the real trade reckoning may still lie ahead01:07 - Introduction to Michael Pettis and his background in finance and economics06:34 - Why trade imbalances are ultimately driven by income imbalances09:59 - Germany's Hartz reforms and the roots of European imbalances17:22 - Competitiveness versus productivity and the hidden costs of wage suppression27:48 - China's growth model and why rebalancing has proved so difficult35:54 - Who will absorb China's trade surplus if the US closes its deficit?40:24 - Can the United States successfully reindustrialize?45:31 - Why Europe may eventually turn toward protectionism52:17 - The US deficit, global capital flows and the burden of dollar dominance01:01:50 - Why the renminbi is unlikely to replace the dollar01:10:45 - Historical trade imbalances and how painful adjustments unfold01:16:21 - What Japan's experience reveals about China's future01:21:02 - Final reflections on debt, globalization and economic adjustmentCopyright © 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

Markets have rebounded sharply from their recent correction, but investors are now asking what comes next. Lance Roberts & Danny Ratliff answer your questions about the economy, interest rates, inflation, market valuations, bonds, retirement planning, artificial intelligence, geopolitics, and the biggest risks facing investors today. Will the Federal Reserve remain on hold? How could oil prices, earnings growth, and consumer spending impact markets during the second half of the year? Are stocks becoming too expensive, or is the bull market still intact? We break down the latest economic developments and provide practical insights to help you navigate today's rapidly changing environment. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - Markets Selloff, Semi's Consolidate 3:03 - Kevin Warsh Presser Preview 6:41 - Oil Prices Direct Feed Into Economic Data 12:48 - Repricing Stocks to Oil 15:09 - Software Stocks' Catalyst 17:04 - Nvidia Bond Offering & Need for High Quality 19:14 - Momentum Markets in Space Stocks 23:11 - Time to take Profits in Space-X? 26:52 - The Fed's 2% Target 28:44 - WWWD - What Will Warsh Do? 30:19 - Total Bond Funds - Not a great place to be 32:29 - Bonds in a Roth IRA? 34:30 - Shifting Portfolio Allocations 37:36 - Make Sure Allocation Represents Three Things: 40:57 - Why the 60/40 Allocation is Best 45:39 - Is Private Credit Still "a Problem"? 47:05 - Annuities in 401k's? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- 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/ZBK984RQuvk ------- Watch today's "Before the Bell" feature, "Oil's Next Move Matters," here: https://youtu.be/EkUK7BwDUC4 ------- Watch our previous show, "SpaceX Mania: What Happens After the Hype?" https://youtube.com/live/Xr1Ut115-xA ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #OilPrices #CrudeOil #StockMarket #Inflation #Investing #FederalReserve #EconomicOutlook #WealthManagement

Markets have rebounded sharply from their recent correction, but investors are now asking what comes next. Lance Roberts & Danny Ratliff answer your questions about the economy, interest rates, inflation, market valuations, bonds, retirement planning, artificial intelligence, geopolitics, and the biggest risks facing investors today. Will the Federal Reserve remain on hold? How could oil prices, earnings growth, and consumer spending impact markets during the second half of the year? Are stocks becoming too expensive, or is the bull market still intact? We break down the latest economic developments and provide practical insights to help you navigate today's rapidly changing environment. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - Markets Selloff, Semi's Consolidate 3:03 - Kevin Warsh Presser Preview 6:41 - Oil Prices Direct Feed Into Economic Data 12:48 - Repricing Stocks to Oil 15:09 - Software Stocks' Catalyst 17:04 - Nvidia Bond Offering & Need for High Quality 19:14 - Momentum Markets in Space Stocks 23:11 - Time to take Profits in Space-X? 26:52 - The Fed's 2% Target 28:44 - WWWD - What Will Warsh Do? 30:19 - Total Bond Funds - Not a great place to be 32:29 - Bonds in a Roth IRA? 34:30 - Shifting Portfolio Allocations 37:36 - Make Sure Allocation Represents Three Things: 40:57 - Why the 60/40 Allocation is Best 45:39 - Is Private Credit Still "a Problem"? 47:05 - Annuities in 401k's? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- 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/ZBK984RQuvk ------- Watch today's "Before the Bell" feature, "Oil's Next Move Matters," here: https://youtu.be/EkUK7BwDUC4 ------- Watch our previous show, "SpaceX Mania: What Happens After the Hype?" https://youtube.com/live/Xr1Ut115-xA ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #OilPrices #CrudeOil #StockMarket #Inflation #Investing #FederalReserve #EconomicOutlook #WealthManagement

There's a quiet crisis running through IT leadership that nobody names in the meeting: the certainty that you're in over your head, and that any minute now, someone's going to find out. It comes with the job. And for women in tech, there's a second layer underneath.In this episode of The Catalyst, from Softchoice, a World Wide Technology Company, host Katey Teekasingh sits with three women who've lived imposter syndrome from every altitude: an IT director who wasn't the first pick for her role, a five-time CTO who argues the field itself is the problem, and an MIT scientist who built a whole technology field while the engineering world dismissed her work — then won one of its highest honors.Their answers about how to lead through doubt without faking it will reframe what most IT leaders quietly carry.Key takeawaysWhy getting promoted for being the best engineer sets you up to feel like a fraud — and why it's structural, not personalThe second layer of doubt women in tech describe — the “merit, or a box to check?” question that follows them into every roomHow a top scientist reacted to winning one of engineering's highest honors (hint: her first thought was “is this a scam?”)Three different strategies for leading through uncertainty — without pretending it isn't thereGuest credentialsRosalind Picard, ScD — Founder and Director of the Affective Computing Research Group at the MIT Media Lab; co-founder of Empatica and Affectiva; 2026 recipient of the IEEE Medal for Innovations in Healthcare Technology.Meri Williams — Chief Technology Officer at Pleo; five-time CTO across fintech, retail, banking, and biotech; previously scaled the team that built GOV.UK at the UK's Government Digital Service.Julie Szaj — Director of Organizational Change Management at Washington University; 25+ years across education, learning design, and technology leadership.About Our SponsorThis episode is brought to you by HP, in partnership with Softchoice. HP helps organizations shape the future of work with AI-powered solutions across devices, printing, and services. Learn more at https://www.softchoice.com/technology-partners/hpHashtags#TheCatalyst #Softchoice #HP #ITLeadership #ImposterSyndrome #WomenInTech #CTO #DigitalTransformation #MidMarketITShow Notes & ResourcesConnect with our guests:Rosalind Picard — MIT Media Lab Affective Computing Group: media.mit.edu/groups/affective-computingMeri Williams — Pleo: pleo.ioJulie Szaj — Washington University in St. Louis: wustl.eduReferenced in the episode:Affective Computing (1997) by Rosalind Picard — the founding text of the fieldIEEE Medal for Innovations in Healthcare Technology — 2026 recipient: Rosalind PicardEmpatica — wearable health technology co-founded by Picard: empatica.comLearn more about HP's partnership with Softchoice: https://www.softchoice.com/technology-partners/hpThe Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology. 

VDI (Virtual Desktop Infrastructure) and Desktop as a Service (DaaS) have been arriving “real soon now” for the past couple of decades. Will the advent of vendors' AI spyware (as Google is introducing through Chrome) be the accelerant that finally makes it happen? John and Johna discuss why the challenges in this brave new AI-enabled... Read more »

I'm at HITEC in San Antonio today and tomorrow, and I talked with Stephen Katsirubas, CIO of Pursuit Collection, about AI that's already doing real work for guests and operators. Pursuit has a lot more going on than rooms and room nights. They're dealing with lodging, attractions, retail, boating, gondolas, sky trams, and all the guest questions that come with those experiences. Stephen isn't talking about AI in some vague "future of hospitality" way. He's talking about using it now so guests get faster answers and teams spend less time buried in the same basic questions. One example got my attention: Pursuit cut call volume by more than 30% in one area by helping guests get answers about hours, parking, pet rules, and other basics before they need a person. Thanks to Unifocus. Workforce management redefined. Visit unifocus.com. Want the weekly roundup of news, videos, and what you might've missed from #NoVacancyNews? Text HOTEL to 66866.

SpaceX has become one of the most anticipated investment stories in modern market history. Between Elon Musk's popularity, the company's technological achievements, and years of speculation about a public offering, investor excitement is reaching fever pitch. But what happens after the hype? Lance Roberts & Jon Penn examine the lessons to be learned from previous high-profile IPOs, and why some of the biggest investing mistakes occur after the initial excitement fades. We discuss valuation, investor psychology, momentum chasing, and the risks that emerge when enthusiasm becomes disconnected from fundamentals. We also look at the growing speculative interest surrounding leveraged products tied to the SpaceX theme, and why investors should be cautious when Wall Street starts packaging excitement into increasingly aggressive investment vehicles. Here's a topical rundown of today's show: 0:00 - INTRO 0:56 - America's 250th Anniversary Time Capsule & Space-X IPO 3:48 - The Bullish Setup Returns 8:18 - Back from Vacay... 9:32 - IPO's & Space-X 12:04 - What Happens Next - the Advantage in Waiting 14:19 - The FOMO Factor 17:53 - What Could Possibly Go Wrong? 19:02 - Has AI Lost Steam? (The New U.S.Industrial Revolution) 21:37 - What's Next After Iran War? (Economic Pressure Index) 24:08 - Two Things Driving Markets: Profitability & Optimistic Earnings Estimates 25:17 - Italian Gasoline Prices 28:38 - Interest Rates, Bonds, & Kevin Warsh at the Fed 33:59 - A Tip about TIPS 35:44 - Why You Should Own Some Bonds 37:59 - The Three Components of Investing: Safety, Liquidity, & Returns 41:01 - Annuities as Bond "Alternatives?" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- 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/Xr1Ut115-xA ------- Watch today's "Before the Bell" feature, "Bullish Setup Returns," here: https://youtu.be/ox4_xMsXqt4 ------- Watch our previous show, "Bull Market Pullback - Is the Correction Over?" https://youtube.com/live/csXApjrvlNY?feature=share ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #StockMarket #MarketUpdate #Investing #ArtificialIntelligence #SectorRotation #SpaceX #ElonMusk #IPO #Bonds #Annuities #KevinWarsh

On this episode of Gov Tech Today, hosts Russell Lowery and Jennifer Saha discuss how California government transitions affect thousands of gubernatorial appointees and the broader technology landscape, especially with an uncertain governor's race and early “lame duck” dynamics. They use the departure of longtime state technology leader Liana Bailey Crimmins and the arrival of a new state CIO as a case study in how leadership changes ripple through procurement, priorities, staff retention, and vendor relationships, while core operations continue. The conversation explains the difference between political appointees and Career Executive Assignments (CEAs), including at-will risk, return rights, and why CEAs are sometimes called “career-ending assignments.” They argue that “personnel is policy,” urging listeners to prepare accomplishments, elevate strong public servants, and build relationships with the managers who will remain through future administrations. 00:00 Welcome to Gov Tech Today 00:14 California Transition Stakes 01:42 Positioning for New Governor 03:10 CIO Departure Shockwaves 06:37 Keeping Projects Moving 09:21 Explaining CEA Roles 11:25 Return Rights and Risks 14:07 Personnel Is Policy 15:58 Transition as Opportunity 18:19 Build Middle Manager Ties 19:32 Wrap Up and Thanks

SpaceX has become one of the most anticipated investment stories in modern market history. Between Elon Musk's popularity, the company's technological achievements, and years of speculation about a public offering, investor excitement is reaching fever pitch. But what happens after the hype? Lance Roberts & Jon Penn examine the lessons to be learned from previous high-profile IPOs, and why some of the biggest investing mistakes occur after the initial excitement fades. We discuss valuation, investor psychology, momentum chasing, and the risks that emerge when enthusiasm becomes disconnected from fundamentals. We also look at the growing speculative interest surrounding leveraged products tied to the SpaceX theme, and why investors should be cautious when Wall Street starts packaging excitement into increasingly aggressive investment vehicles. Here's a topical rundown of today's show: 0:00 - INTRO 0:56 - America's 250th Anniversary Time Capsule & Space-X IPO 3:48 - The Bullish Setup Returns 8:18 - Back from Vacay... 9:32 - IPO's & Space-X 12:04 - What Happens Next - the Advantage in Waiting 14:19 - The FOMO Factor 17:53 - What Could Possibly Go Wrong? 19:02 - Has AI Lost Steam? (The New U.S.Industrial Revolution) 21:37 - What's Next After Iran War? (Economic Pressure Index) 24:08 - Two Things Driving Markets: Profitability & Optimistic Earnings Estimates 25:17 - Italian Gasoline Prices 28:38 - Interest Rates, Bonds, & Kevin Warsh at the Fed 33:59 - A Tip about TIPS 35:44 - Why You Should Own Some Bonds 37:59 - The Three Components of Investing: Safety, Liquidity, & Returns 41:01 - Annuities as Bond "Alternatives?" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- 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/Xr1Ut115-xA ------- Watch today's "Before the Bell" feature, "Bullish Setup Returns," here: https://youtu.be/ox4_xMsXqt4 ------- Watch our previous show, "Bull Market Pullback - Is the Correction Over?" https://youtube.com/live/csXApjrvlNY?feature=share ------- Articles mentioned in this report: "May Inflation Print: Why the 4.2% Headline Is an Oil Story," https://realinvestmentadvice.com/resources/blog/may-inflation-print-why-the-4-2-headline-is-an-oil-story/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- 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/ #StockMarket #MarketUpdate #Investing #ArtificialIntelligence #SectorRotation #SpaceX #ElonMusk #IPO #Bonds #Annuities #KevinWarsh

VDI (Virtual Desktop Infrastructure) and Desktop as a Service (DaaS) have been arriving “real soon now” for the past couple of decades. Will the advent of vendors' AI spyware (as Google is introducing through Chrome) be the accelerant that finally makes it happen? John and Johna discuss why the challenges in this brave new AI-enabled... Read more »

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities.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: Possible opportunities to look out for in the equity correction over the past few weeks.It's Monday, June 15th at 1:30pm in New York. So, let's get after it.Sometimes the market changes direction or leadership not because the story has broken. Instead, it just needs to digest how quickly the story has evolved. Over the past few weeks, equities had their biggest correction since the important bottom in March. I don't view this as the end of the bull market though. I view it as a pause after an unsustainable acceleration in two key factors driving stocks higher this year: earnings revisions and liquidity. In my view, the market wasn't questioning the earnings bull market as much as it is questioning the speed at which earnings have been revised higher. These revisions have been particularly strong in leading sectors like semiconductors, which also corrected the most. When earnings revisions breadth gets north of 70 percent, it's reasonable to ask whether the second derivative is about to slow. That doesn't mean earnings estimates are going down. Instead, it means the rate of improvement is probably peaking, and in markets, it's always about the second derivative in growth. Such decelerations create corrections, not crashes. That distinction is important. Earnings revisions breadth may pause or roll over from extreme levels, but the next twelve-month earnings estimates are still likely to rise as we move through the year and roll forward toward 2027 numbers. That's why I remain convicted in our year-end S&P 500 target of 8000, even if the next few weeks remain choppy. Markets can correct while the earnings story remains intact. In fact, that's often exactly how healthy bull markets reset.The second part of this adjustment is liquidity. Earlier this year, liquidity was flowing strongly through the system as a means of regaining financial stability. Between the Fed's Reserve Management Program, reduced bank capital requirements, and Treasury buybacks, more than half a trillion dollars of liquidity was effectively added. But that pace is now slowing. The Reserve Management Program has fallen from roughly $40 billion a month in April to about $10 billion today; while Treasury buybacks have also slowed from the March and April highs. This rate of change slowdown matters at the margin, especially for crowded momentum trades that have been supported by abundant liquidity. Take note of these corrections in momentum because they often bring a change in leadership and that's the real opportunity. We've already seen a few leadership rotations this year – from precious and base metals, to rare earths, to energy and finally to semiconductors. Now I think the market may be ready to broaden again, much like it did late last year and in the first six weeks of this year.Importantly, our preferred sectors of Consumer Discretionary Goods, Transports, and Regional Banks are all up more than 10 percent over the past month while the S&P 500 was down modestly. Yet, sentiment toward these areas is still muted. That's exactly the kind of setup I like: improving fundamentals, better relative price action, and investors still skeptical.Another piece that should help this broadening. Macro variables that have been holding lower quality cyclicals back include interest rates, crude, and the dollar – they may all now be peaking. That fits nicely with the announced deal to reopen the Straits of Hormuz last night. If oil pressure eases and the bond market walks back the Fed hike it is currently pricing, interest rate sensitive groups should have room to extend their recent outperformance. Finally this week's Fed meeting matters too because it's Kevin Warsh's first as the Chair. I'll be watching less for the rate decision itself and more for how the bond market reacts. The key markers are still the same for me: 4.5 percent on the 10-year, while bond volatility and funding market stress need to remain calm. If the Iran deal holds, I think the Fed can lean less hawkish on rates – but I don't expect a proactive pivot to add more liquidity.Bottom line, markets have been digesting the peak rate of change in growth acceleration and liquidity. But that's far from the end of the cycle. The earnings driven bull market remains intact, but the leadership may be changing. As usual, the best opportunities may be hiding in the places investors don't believe in, yet.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!

AI will not fix a business that does not understand itself.In this episode, John sits down with Julie Averill, founder of Gold Thread and former CIO of lululemon, to talk about real transformation, AI adoption, technology leadership, and what companies need to understand before they rush into the next big platform shift. Julie also shares lessons from her time leading technology through major growth at lululemon, digital transformation at Nordstrom, and the early signals that told her when a system problem was really a culture problem.If you are leading sales, technology, enablement, or go-to-market strategy, this episode gives you a practical look at why AI has to serve the business, why trust still drives innovation, and why the companies that win will understand what makes them truly different before the market decides for them.Want to build the kind of team and operating model that can keep up with where business is heading next? Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy AI strategy needs to start with business strategy, not technology experimentsHow the dot-com shift mirrors what companies are experiencing with AI todayWhy AI is changing how customers discover, compare, and choose brandsWhat a 20-hour website outage revealed about culture, ownership, and escalationWhy innovation depends on trust, candor, and teams that can take risks togetherWhy AI reveals organizational dysfunction instead of magically fixing itWhy real transformation requires human intelligence, not just artificial intelligenceJulie Averill is the founder of Gold Thread and former Chief Information Officer of lululemon, where she led the technology transformation that helped scale the company from $2 billion to over $10 billion in revenue. Prior to lululemon, she led omni-channel and digital transformations at Nordstrom and REI. Today, she advises boards, CEOs, and founders at the intersection of AI capability and organizational readiness, and her book Chief Impact Officer comes out June 16.Connect with Julie Averill:Website: https://goldthreadllc.com/LinkedIn: https://www.linkedin.com/in/julieaverill/Instagram: https://www.instagram.com/julie_averill_/Grab Julie's new book Chief Impact Officer, out June 16 — connect with her on LinkedIn (linkedin.com/in/julieaverill) or visit goldthreadllc.comJohn Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/TikTok: https://www.tiktok.com/@johnmbarrowsCheck out John's Membership: https://learn.jbarrows.com/pages/individual-packages?utm_source=youtube&utm_medium=social&utm_campaign=podcastJoin John's Newsletter: https://www.jbarrows.com/newsletter

We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech, William Soliman, Founder and CEO of the Accreditation Council for Medical Affairs (ACMA), and Founder and CIO of White Manna Capital Partners, talks about why biotech drug launches so often miss expectations, and how to build an integrated commercialization plan that holds up with physicians, patients, and payers. William also describes the evolution in medical affairs, why standards and certification matter, and how AI and new media channels are reshaping how drug information reaches patients and prescribers. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold it through difficult periods. In this conversation, Andrew Beer and Eric Crittenden explore why that gap exists and how combining trend following with equities may create a more durable portfolio. Together with Niels Kaastrup-Larsen discuss the rise of managed futures ETFs, the debate between simplicity and complexity in systematic investing, and why algorithmic discipline allows investors to act when intuition fails. The episode also examines portfolio construction, product design and the evolving role of alternatives in a changing investment landscape.-----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 Andrew on Twitter.Follow Eric on LinkedIn.Episode TimeStamps: 00:00 - Introduction to the Systematic Investor series and the week's guests02:19 - Eric reflects on recent market trends and challenging periods for trend followers03:15 - Andrew shares optimism about AI, innovation and technological progress06:25 - Elon Musk, SpaceX and the future of technological disruption09:22 - The evolution of managed futures ETFs and the growing demand for alternative strategies15:58 - How ETF liquidity works and why portfolio construction matters19:40 - The case for combining equities and trend following into one portfolio21:37 - Eric explains the philosophy behind his multi asset approach31:15 - Product design, allocator behavior and why diversification often fails in practice40:44 - Simplicity versus complexity in systematic investing46:58 - Why elegant models often fail in real world markets57:05 - Sharpe ratios, diversification and combining multiple return streams59:52 - Andrew introduces the idea of Contrarian Tactical Alpha01:02:55 - Eric on algorithmic discipline and why trends are uncomfortable to follow01:05:26 - Final thoughts on trend following, risk management and portfolio constructionCopyright © 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