Podcasts about CIO

1020: What happens when the CIO responsible for powering AI also has to manage its energy demands? Richard Donaldson, SVP & CIO of Duke Energy, joins Technovation to discuss the unique position utilities now face: supporting exponential growth in data center power needs while simultaneously using AI to optimize grid performance, customer experience, and internal operations. In this episode, Richard and Peter explore: The intersection of AI and national energy infrastructure How one data center can require as much power as a nuclear reactor Strategies for responsible AI rollout and internal enablement Customer journey innovation in a highly regulated industry Why the utility CIO role is now central to digital transformation

What makes capitalism the most successful wealth-building system in history? Lance Roberts & Michael Lebowitz explore how economic freedom, private ownership, and innovation incentives have lifted billions out of poverty and created unmatched prosperity. Why do societies that embrace free markets and entrepreneurship tend to enjoy higher standards of living, longer lifespans, and greater personal happiness? Lance & Michael examine the misconceptions surrounding capitalism—why critics often overlook the power of voluntary exchange and how wealth creation benefits everyone over time. 0:19 - Earnings Season is Underway w 75% Beat Rates 4:49 - Markets Maintain Bullish Trend w Lackluster Conviction 8:23 - The Itch to Twitch w Royalty-free Music 10:04 - The Fed Moves Forward - Net Impact to Bond Market 13:58 - There is No More Liquidity - Effects in Crypto Realm 17:03 - The Danger of Buying Crypto on Margin 19:57 - Leverage Works Worse in Reverse 24:04 - When the Markets Break 29:59 - Capitalism vs Socialism - the path to prosperity 31:49 - Quantifying Capitalism - The Economic Freedom Index 35:22 - Capitalism is Not an Equalization System 38:23 - The Global Decline of Economic Freedom 39:32 - Does Wealth Buy Happiness? 40:58 - Defining the "American Dream" 43:16 - Why Businesses Fail 44:51 - The Savanna Bananas 46:57 - Capitalism Is Not Fair

The podcast, “From CIO to AI Visionary: Nishith Sahay on Marvell's Tech Transformation and the Future of AI Governance, features guest Nishit Sahay, CIO at Marvell Technology who discusses his journey to becoming an SVP and CIO, emphasizing the shift in his role from an "apps and data person" to someone focused on making the company more efficient through technology. The host is Khushboo Bajaj, ServiceNow leader, InfoBeans. 

What makes capitalism the most successful wealth-building system in history?  Lance Roberts & Michael Lebowitz explore how economic freedom, private ownership, and innovation incentives have lifted billions out of poverty and created unmatched prosperity. Why do societies that embrace free markets and entrepreneurship tend to enjoy higher standards of living, longer lifespans, and greater personal happiness? Lance & Michael examine the misconceptions surrounding capitalism—why critics often overlook the power of voluntary exchange and how wealth creation benefits everyone over time. 0:19 - Earnings Season is Underway w 75% Beat Rates 4:49 - Markets Maintain Bullish Trend w Lackluster Conviction 8:23 - The Itch to Twitch w Royalty-free Music 10:04 - The Fed Moves Forward - Net Impact to Bond Market 13:58 - There is No More Liquidity - Effects in Crypto Realm 17:03 - The Danger of Buying Crypto on Margin 19:57 - Leverage Works Worse in Reverse 24:04 - When the Markets Break 29:59 - Capitalism vs Socialism - the path to prosperity 31:49 - Quantifying Capitalism - The Economic Freedom Index 35:22 - Capitalism is Not an Equalization System 38:23 - The Global Decline of Economic Freedom 39:32 - Does Wealth Buy Happiness? 40:58 - Defining the "American Dream" 43:16 - Why Businesses Fail 44:51 - The Savanna Bananas 46:57 - Capitalism Is Not Fair

This episode features Chidi Alams, CIO of Just Born — the company behind candy classics like Peeps, Mike and Ike, and Hot Tamales.Chidi shares how his team is using AI, automation, and smarter data systems to modernize operations, strengthen supply chain resilience, and double the business impact of technology. It's a conversation about what it really means to run IT like a growth engine — not just keeping the lights on, but driving strategy, efficiency, and innovation.Plus, much more:Chidi's take on “physical AI” in manufacturingHow the CIO role is evolving into a more strategic leadership positionWhy a values-driven tech culture might be the secret to long-term successWhether you're a CIO, IT leader, or simply curious about how AI and data are reshaping business, this episode delivers grounded, real-world insights. About the Guest: Chidi Alams, CIO at Just Born, Inc., is a transformation executive with a proven track record of leading strategic initiatives that drive operational excellence, organic growth, and digital innovation. His experience includes both Fortune 500 and private equity-backed companies.Timestamps:02:10 Transitioning Between Industries03:26 Role and Responsibilities of a CIO06:05 Business Transformation and Strategy08:12 Managing Peak Seasons and Supply Chain14:26 Leveraging Data and AI21:20 Talent Acquisition and Company Culture27:51 Future of Technology and CIO RoleGuest Highlights:“ A lot of how we ran the business, even during the peak season, was a tremendous amount of tribal knowledge. We can't scale based on tribal knowledge, right? So having data systems, particularly as we bring in new people into the organization, helps us to be more predictive and meet demand during peak season.”“ CIOs have to become more business centric.  When you look at what's happening in large enterprises, you're seeing a fragmentation of technology leadership.  I do believe that there will be a convergence at some point.”“ I'm extremely interested and have been tracking what I think is a very important trend, not just in CPG but in retail and any consumer space — even pharma — and that is how can we leverage large language models that are trained for CPG to help drive product innovation. It's already happening.”Get Connected:Chidi Alams on LinkedInYousuf Kahn on LinkedInIan Faison on LinkedInHungry for more tech talk? Check out past episodes at ciopod.com: Ep 61 - What Manufacturing Can Teach You About Scaling Enterprise AIEp 60 - Why the Smartest CIOs Are Becoming Business StrategistsEp 59 - CIO Leadership in AI Security and InnovationLearn more about Caspian Studios: caspianstudios.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-friendly financing solutions to high-growth, tech-enabled companies including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you'll learn:

Maurice Obstfeld joins Alan Dunne for a clear-eyed look at how the foundations of the global monetary system are shifting - and why much of the world is quietly preparing for a future without a stable dollar anchor. Drawing on decades in policy and research, Obstfeld explains how tariffs, fiscal dominance, and political interference are eroding the norms that once held the system together. They discuss the risk of fragmentation, the creeping politicization of the Fed, and why trust - not theory - is the real currency at stake. This is a conversation about power, credibility, and what happens when both start to slip.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Read more about Maurice here.Episode TimeStamps: 02:18 - Introduction to Maurice Obstfeld05:26 - The role and evolution of the International Monetary Fund (IMF)08:14 - What has been the rationale for tariffs, and how has it impacted the economy?11:13 - Has the viewpoint on tariffs shifted?18:42 - How the changing monetary policy could undermine the dollar27:19 - Does an alternative to the dollar even exist?29:50 - What are the implications of moving away from the dollar?34:20 - A possible financial repression incoming?36:25 - The impact of an unusual approach to policy making domestically39:16 - A fork in the road for the...

What happens when an AI strategy meets the real-world complexity of healthcare, law, and finance? That's the challenge at the heart of my conversation with Mark Sherwood, CIO of Wolters Kluwer, a global leader in professional information services. With over three decades in technology leadership across Microsoft, Symantec, and Nuance, Mark brings a rare combination of enterprise depth and hands-on pragmatism to the AI discussion. Mark explains why cloud-native architecture and data governance are the twin foundations of trustworthy AI. He shares how Wolters Kluwer is embedding AI across highly regulated industries—from helping doctors access life-saving insights through natural language queries to giving tax and legal professionals faster, more accurate guidance on complex regulations. Behind the innovation lies a disciplined approach: governing data, managing risk, and building confidence in AI systems that must meet the highest standards of accuracy and compliance. We also explore how to build high-trust, low-friction partnerships between IT and business teams to prevent shadow IT while accelerating digital transformation. Mark offers candid insights into the rise of AI agents, the emerging risks of quantum security, and why he believes that high-quality data is the most valuable currency in digital transformation. His philosophy is simple: speed means nothing without trust, and trust starts with clean, well-governed data. From cloud transformation to the future of AI regulation, this episode offers a grounded look at how global enterprises can scale responsibly in an era where innovation often outruns policy. So as AI becomes inseparable from how professionals think and work, how do we balance speed with stewardship? And are we truly ready for the ethical, technical, and quantum frontiers ahead? Share your thoughts after the episode.

First CISO Charged by SEC: Tim Brown on Trust, Context, and Leading Through Crisis - Interview with Tim Brown | AISA CyberCon Melbourne 2025 Coverage | On Location with Sean Martin and Marco CiappelliAISA CyberCon Melbourne | October 15-17, 2025Tim Brown's job changed overnight. December 11th, he was the CISO at SolarWinds managing security operations. December 12th, he was leading the response to one of the most scrutinized cybersecurity incidents in history.Connecting from New York and Florence to Melbourne, Sean Martin and Marco Ciappelli caught up with their longtime friend ahead of his keynote at AISA CyberCon. The conversation reveals what actually happens when a CISO faces the unthinkable—and why the relationships you build before crisis hits determine whether you survive it.Tim became the first CISO ever charged by the SEC, a distinction nobody wants but one that shaped his mission: if sharing his experience helps even one security leader prepare better, then the entire saga becomes worthwhile. He's candid about the settlement process still underway, the emotional weight of having strangers ask for selfies, and the mental toll that landed him in a Zurich hospital with a heart attack the week his SEC charges were announced."For them to hear something and hear the context—to hear us taking six months off development, 400 engineers focused completely on security for six months in pure focus—when you say it with emotion, it conveys the real cost," Tim explained. Written communication failed during the incident. People needed to talk, to hear, to feel the weight of decisions being made in real time.What saved SolarWinds wasn't just technical capability. It was implicit trust. The war room team operated without second-guessing each other. The CIO handled deployment and investigation. Engineering figured out how the build system was compromised. Marketing and legal managed their domains. Tim didn't waste cycles checking their work because trust was already built."If we didn't have that, we would've been second-guessing what other people did," he said. That trust came from relationships established long before December 2020, from a culture where people knew their roles and respected each other's expertise.Now Tim's focused on mentoring the next generation through the RSA Conference CSO Bootcamp, helping aspiring CISOs and security leaders at smaller companies build the knowledge, community, and relationships they'll need when—not if—their own December 12th arrives. He tailors every talk to his audience, never delivering the same speech twice. Context matters in crisis, but it matters in communication too.Australia played a significant role during SolarWinds' incident response, with the Australian government partnering closely in January 2021. Tim hadn't been back in a decade, making his return to Melbourne for CyberCon particularly meaningful. He's there to share lessons earned the hardest way possible, and to remind security leaders that stress management, safe spaces, and knowing when to compartmentalize aren't luxuries—they're survival skills.His keynote covers the different stages of incident response, how culture drives crisis outcomes, and why the teams that step up matter more than the ones that run away. For anyone leading security teams, Tim's message is clear: build trust now, before you need it.AISA CyberCon Melbourne runs October 15-17, 2025 Coverage provided by ITSPmagazineGUEST:Tim Brown, CISO at SolarWinds | On LinkedIn: https://www.linkedin.com/in/tim-brown-ciso/HOSTS:Sean Martin, Co-Founder, ITSPmagazine and Studio C60 | Website: https://www.seanmartin.comMarco Ciappelli, Co-Founder, ITSPmagazine and Studio C60 | Website: https://www.marcociappelli.comCatch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to share an Event Briefing as part of our event coverage? Learn More

Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment. Lance Roberts & Danny Ratliff break down: * Why the Fed may pause QT — and what it signals about financial conditions. * How ending balance-sheet runoff affects liquidity, yields, and asset prices. * What history tells us about QT pauses and subsequent market rallies. * Why the Fed's portfolio composition (Treasuries vs. MBS) still matters for inflation and housing. * Portfolio tactics if the liquidity tide begins to turn. 0:19 - Markets' Rally on Powell QT Comments 4:16 - Speculation Continues on Wall St 8:40 - Childhood Bedtimes & Digital Devices 14:36 Is Quantitative Tightening About to End? 16:55 - What is the Result of Easing QT? 19:37 - Where's the Risk: Private Credit/Equity 21:12 - The Fed's Moral Hazard & History of Bailouts 26:01 - How Would a Failure of FNMA Loans Affect the Economy? 28:34 - What Led to the 2007-2008 Financial Crisis 32:13 - The Bigger Risk of Too Much Money Chasing Too Few Deals 35:45 - The Last Stages of Asset Development 40:11 - IRS Rules Changes for Roths 45:12 - Comming Attractions Whether the Fed is stabilizing the system or setting up the next round of excess — it's a key inflection point investors can't ignore.

Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment. Lance Roberts & Danny Ratliff break down: * Why the Fed may pause QT — and what it signals about financial conditions. * How ending balance-sheet runoff affects liquidity, yields, and asset prices. * What history tells us about QT pauses and subsequent market rallies. * Why the Fed's portfolio composition (Treasuries vs. MBS) still matters for inflation and housing. * Portfolio tactics if the liquidity tide begins to turn. 0:19 - Markets' Rally on Powell QT Comments 4:16 - Speculation Continues on Wall St 8:40 - Childhood Bedtimes & Digital Devices 14:36 Is Quantitative Tightening About to End? 16:55 - What is the Result of Easing QT? 19:37 - Where's the Risk: Private Credit/Equity 21:12 - The Fed's Moral Hazard & History of Bailouts 26:01 - How Would a Failure of FNMA Loans Affect the Economy? 28:34 - What Led to the 2007-2008 Financial Crisis 32:13 - The Bigger Risk of Too Much Money Chasing Too Few Deals 35:45 - The Last Stages of Asset Development 40:11 - IRS Rules Changes for Roths 45:12 - Comming Attractions   Whether the Fed is stabilizing the system or setting up the next round of excess — it's a key inflection point investors can't ignore.

The stock market continues to power ahead even as the labor market shows signs of weakening and inflation pressures mount. Michael Schwager, Equity Strategist, and Ryan Sundby, Equity Product Specialist, join Macro Markets to discuss forces driving the gains, why the rally might have room to run, and the relative value of blue chip stocks in this environment. Related Content:Fourth Quarter 2025 Fixed-Income Sector ViewsRelative value across the fixed-income market.Read Fixed-Income Sector ViewsPrivate Credit Has More Room to ExpandAnne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC to share her outlook on the economy, monetary policy, and the credit markets. Watch Now Macro Markets Podcast Episode 74: Fed Easing Resumes, Adding Tailwinds and Volatility to the Outlook Matt Bush and Evan Serdensky provide an update to our macroeconomic outlook and discuss portfolio strategy for the road ahead. Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. Stock markets can be volatile. Investments in securities of small and medium capitalization companies may involve greater risk of loss and more abrupt fluctuations in market price than investments in larger companies. Equity or stock investments may not be suitable for all investors. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC. Securities offered through Guggenheim Funds Distributors,...

In times of major change–whether in IT or the economy–organizations should take a fresh look at their sourcing strategy. Companies outsourcing key functions need to re-examine the reasoning and scrutinize the results. The same goes for in-house functions. IT leaders need to ask: is our sourcing strategy in line with our current corporate and IT... Read more »

Steph Guild, CIO and Director of Investment Strategy at Robinhood, shares insights on AI, next-gen investors, market shifts, and financial education.

Are annuities the safe retirement solution they're sold as — or a financial trap in disguise? Lance Roberts & Jonathan Penn unpack the good, the bad, and the ugly sides of annuities. 10:03 - Kitchen Sets & Intramural Flag Football 14:52 - Annuities - Good, Bad, & Ugly 18:08 - What is an Annuity? 20:16 - Different Flavors of Annuities 22:07 - The Ugly Truth About Early Surrender Fees 27:29 - Why Might You Need an Annuity? 31:20 - Three Reasons You'd Need an Annuity 34:36 - Annuities Should Be Planned, not Sold 38:14 - Why Buy an Annuity Instead of Investing in the Market? 41:00 - One More Reason... 43:25 - Are There Inflation-adjusted Annuities? 47:05 - Are Annuities Divorce-proof? 48:59 - Lance's Marriage Advice 49:52 - Tax Deferral Options 51:59 - More Marriage Advice - His & Her Money Whether you're considering a fixed, variable, or indexed annuity, this episode will help you separate sales pitch from sound strategy — so you can decide if annuities deserve a place in your portfolio.

Are annuities the safe retirement solution they're sold as — or a financial trap in disguise? Lance Roberts & Jonathan Penn unpack the good, the bad, and the ugly sides of annuities.  10:03 - Kitchen Sets & Intramural Flag Football 14:52 - Annuities - Good, Bad, & Ugly 18:08 - What is an Annuity? 20:16 - Different Flavors of Annuities 22:07 - The Ugly Truth About Early Surrender Fees 27:29 - Why Might You Need an Annuity? 31:20 - Three Reasons You'd Need an Annuity 34:36 - Annuities Should Be Planned, not Sold 38:14 - Why Buy an Annuity Instead of Investing in the Market? 41:00 - One More Reason... 43:25 - Are There Inflation-adjusted Annuities? 47:05 - Are Annuities Divorce-proof? 48:59 - Lance's Marriage Advice 49:52 - Tax Deferral Options 51:59 - More Marriage Advice - His & Her Money   Whether you're considering a fixed, variable, or indexed annuity, this episode will help you separate sales pitch from sound strategy — so you can decide if annuities deserve a place in your portfolio.

In times of major change–whether in IT or the economy–organizations should take a fresh look at their sourcing strategy. Companies outsourcing key functions need to re-examine the reasoning and scrutinize the results. The same goes for in-house functions. IT leaders need to ask: is our sourcing strategy in line with our current corporate and IT... Read more »

Apple @ Work is exclusively brought to you by Mosyle, the only Apple Unified Platform. Mosyle is the only solution that integrates in a single professional-grade platform all the solutions necessary to seamlessly and automatically deploy, manage & protect Apple devices at work. Over 45,000 organizations trust Mosyle to make millions of Apple devices work-ready with no effort and at an affordable cost. Request your EXTENDED TRIAL today and understand why Mosyle is everything you need to work with Apple. In this episode of Apple @ Work, Chris Chapman from MacStadium joins the show to discuss their recent CIO survey, which reveals that Apple now accounts for 63% of enterprise endpoints. Listen and subscribe Apple Podcasts Overcast Spotify Pocket Casts Castro RSS Listen to Past Episodes

Renee Troughton: How to Navigate Mandatory Deadlines in Scrum Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. "I said to the CIO at the time, we're not going to hit this. In fact, we'll be... I can actually tell you, we're gonna be 3 weeks late... And he said: ‘Just make it work!'" Renee shares a powerful story from her work on a mandatory legislative compliance project where reality clashed with executive expectations. Working with a team new to Agile, she carefully established velocity over two sprints and projected the delivery timeline. The challenge intensified when sales continued promising bespoke features to clients while the deadline remained fixed. Despite transparently communicating the team would miss the mandatory date by three weeks, leadership demanded she "just make it work" without providing solutions. Renee found herself creating a misleading burn-up chart to satisfy executive confidence, while the organization played a dangerous game of chicken—waiting for another implementer to admit delays first. This experience taught her the critical importance of courage in conversations with leaders and the need to clearly separate business decisions from development team responsibilities. Sometimes the best we can do is provide transparency and let leaders own the consequences of their choices. In this episode, we refer to the seminal book on large projects: The Mythical Man Month, by Frederick Brooks. Self-reflection Question: When faced with unrealistic demands from leadership, do you have the courage to maintain transparency about your team's reality, even when it means refusing to create false artifacts of confidence? [The Scrum Master Toolbox Podcast Recommends]

As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoing government shutdown, and the start of Q3 earnings season. Jason drops by to weigh in on these factors, along with Friday's market sell-off, and CIO's current positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

In this episode, Australian Ethical deputy CIO and head of multi-asset, John Woods, discuss how their allocation into defensive assets, particularly government bonds, are changing.00:00 Introduction to government bonds in ethical portfolios00:44 Meet John Woods from Australian Ethical02:01 Ethical considerations in government bond investments03:17 Challenges with US Treasuries and defensive assets05:40 Diversifying defensive assets08:40 Investment themes and global opportunities10:56 Final thoughts on government bondsThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Gold is ripping, but it's not about inflation. It's about trust - or the slow erosion of it. Mark Rzepczynski returns to map out the shifting terrain as central banks quietly step away from sovereign debt and build reserves in metal, not paper. Niels presses on what this says about safe assets, liquidity, and the narratives we've long taken for granted. They unpack the rise of short-term options, the distortive power of retail flow, and the fragility buried inside modern plumbing. And as trend followers chase edge in crowded markets, Mark offers a glimpse into what comes next: networks, feedback loops, and systems that learn - until they break.-----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 Mark on Twitter.Episode TimeStamps:01:34 - What has been on our radar recently?05:43 - Is this time different for gold?14:13 - Just a gold story?16:38 - Should we redefine the definition of safe assets?19:45 - The Fed has to change26:08 - An overbearing uncertainty30:25 - Our thoughts on meme stocks35:30 - Not every innovations are good39:02 - How narratives impact how products are sold46:21 - Industry performance update49:39 - Alternative vs traditional assets01:00:43 - Every CTA is a short term trader01:05:59 - The power of seeing the connection between markets01:14:32 - What is up for next week?Copyright © 2025 – CMC AG – All Rights...

This episode recorded live at the 10th Annual Health IT + Digital Health + RCM Annual Meeting features Pam Austin, CIO, Ballad Health, here, she shares how Ballad Health is simplifying care through thoughtful use of AI, governance, and workflow redesign. She discusses key strategies for reducing clinician burnout, improving patient access, and ensuring that technology truly gives time back to caregivers.

Golden Week has just wrapped, offering a timely snapshot of China's consumer sentiment. Travel volumes surged, but spending data remained subdued, highlighting the limits of short-term stimulus and reinforcing calls for deeper structural reform.Amidst this backdrop, China's stock market continues to rally, prompting fresh questions: Can momentum broaden beyond tech? Will long-awaited social reforms finally shift the consumption narrative? And what does a weakening US dollar mean for global asset allocation?Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., return to unpack the macro forces behind the rally, the outlook for the 15th Five-Year Plan, and why gold and silver are stealing the spotlight in 2025.This episode was recorded on 8 October 2025.

A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions

Markets continue to push higher as optimism remains strong, fueled by massive corporate share buybacks and record retail inflows. Since April, liquidity has been the lifeblood of this rally — but beneath the surface, the setup is increasingly fragile. The MACD has been flat for weeks, volatility remains near historic lows, and options positioning shows a large negative delta. That combination can unwind quickly if the 20-DMA gives way. A simple 5% correction could feel twice as painful after months of calm. In today's pre-market video, we discuss: Why money flows and buybacks are propping up markets The warning signs of fragility beneath the surface What a 20-DMA break could mean for risk assets Simple portfolio tactics to manage exposure before volatility returns

A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand  16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions

How do we protect our institutional memory? This week, Technology Now explores the importance of organisational memory and the biggest challenges which can lead to its erosion. We dive into how it could be preserved, and why this is vital for our organisations. Rom Kosla, CIO for HPE, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Rom Koslahttps://www.linkedin.com/in/koslaSourceshttps://www.bls.gov/news.release/pdf/tenure.pdfhttps://www.panopto.com/resource/valuing-workplace-knowledge/https://www.britannica.com/science/Dewey-Decimal-Classificationhttps://www.britannica.com/biography/Melvil-Dewey

In this episode, Andrew Arthurs, President and Chief Operating Officer at Actabl, and former CIO for some of the world's largest hotel management companies, shares how AI and smart data use are elevating the associate experience in hospitality. He explains why digitizing manual workflows isn't just about efficiency but about empowering teams and improving operations. You'll hear his perspective on where to start, how to approach data strategy, and why the best tech initiatives begin with understanding the work people do every day in the world of hospitality.Also see: Why Great Hospitality Leaders Always Return to the Front Desk A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Argentina's history is one of recurring promises and painful resets. Nicolas Dujovne has lived that cycle from the inside, serving as Finance Minister during a rare attempt at fiscal repair before markets and politics turned against it. Now, as CIO of Tenac Asset Management, he reflects with Alan Dunne on why economic reform so often falters, how short-term pain fuels long-term instability, and what it would take to finally break the trap. Beyond Argentina, the discussion widens to emerging markets at large - their hard-won stability, the new risks born of geopolitics and demographics, and the shifting fault lines of globalization.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Read more about Nicolas.Episode TimeStamps: 02:24 - Introduction to Nicolas Dujovne05:32 - Key reflections from Dujovne's former role as ministry of Treasury in Argentina11:43 - How dollarization could change the overall dynamic of the economy14:52 - How Dujovne's role as minister has shaped his investment process16:56 - The state and outlook of emerging markets21:13 - The relationship between central banks and emerging markets23:33 - How the current globalization impact the investing landscape27:43 - Evaluating the U.S from the lens of an emerging market investor33:25 - How markets respond to fiscal...

Join Lance Roberts for a live open Q&A on markets, money, and investing. We'll cover what's on your mind—from market melt-ups and Fed policy to portfolio positioning and economic risks. No scripts, no fluff—just real talk and real answers about what's moving markets and shaping investor behavior. 0:19 - Markets are Absorbing Money 4:14 - Profit Taking in Bitcoin 9:15 - YouTube Poll - The #1 Thing on Your Mind About Markets 10:09 - How Do You Invest Right Now? 12:23 - Liquidity is King 18:05 - You WILL Mind a 5% Down Market 20:39 - #1 Concern - Liquidity in Markets 27:37 - The Problem w Markets is Narratives 29:34 - Economic Data Not Dramatically Changing 33:06 - The AI Story, Tesla Robots, & Productivity 35:48 - Employees Are Not Fun 39:32 - Coming Attractions - Daniel LaCalle Interview

Join Lance Roberts for a live open Q&A on markets, money, and investing. We'll cover what's on your mind—from market melt-ups and Fed policy to portfolio positioning and economic risks. No scripts, no fluff—just real talk and real answers about what's moving markets and shaping investor behavior. 0:19 - Markets are Absorbing Money 4:14 - Profit Taking in Bitcoin 9:15 - YouTube Poll - The #1 Thing on Your Mind About Markets 10:09 - How Do You Invest Right Now?  12:23 - Liquidity is King 18:05 - You WILL Mind a 5% Down Market 20:39 - #1 Concern - Liquidity in Markets 27:37 - The Problem w Markets is Narratives 29:34 - Economic Data Not Dramatically Changing 33:06 - The AI Story, Tesla Robots, & Productivity 35:48 - Employees Are Not Fun 39:32 - Coming Attractions - Daniel LaCalle Interview

Markets were slightly lower on Tuesday, but small caps and Bitcoin saw sharper declines as investors took profits. After notching new highs, Bitcoin is now forming a potential series of tops — and what happens next could determine whether this rally continues or a correction unfolds. At the same time, the U.S. Dollar is quietly breaking out of its consolidation range to the upside. A stronger Dollar typically pressures risk assets, from emerging markets to commodities and crypto. The question now: Is this just a one-day pullback—or the start of a broader shift? In this pre-market update, Lance Roberts breaks down: Why Bitcoin's pattern may be signaling a near-term turning point. How the Dollar's breakout could reshape global asset performance. What the small-cap selloff says about investor sentiment and liquidity.

How can AI transform the future of smart cities to create a more efficient, sustainable, and inclusive urban environment for citizens? Antibes, a city on the French Riviera, is leading the way in its AI-driven innovation to enhance public services and operational efficiency.  From automating budget alignment with sustainability goals to running on-premise AI for data privacy, Antibes is redefining digital transformation in the public sector. Tune in as experts explore how technology is driving ethical, citizen-focused innovation across government services.  Featured experts Patrick Duverger, CIO and CTO, City of AntibesMichael Bradshaw, SVP & Global Practice Leader, Applications, Data, and AI, Kyndryl

OpenAI CFO Sarah Friar joins Eric Veiel, head of Global Investments and CIO at T. Rowe Price Associates, to discuss OpenAI's explosive growth, global strategy, technology investments, and how AI agents are reshaping business and daily life.

Why do so many projects spiral into stress, shifting priorities, and endless risks while others seem to flow smoothly toward success? What if the difference isn't just about tools or methods, but about how you lead?Thankfully, today's guest brings a fresh, human-centered approach to project management. James Louttit is the author of Leading Impactful Teams: Achieving Low Stress Success in Project Management, a leadership coach, and a former CIO who now trains managers and business leaders around the world. His work blends real-world experience with practical tools to help managers lead projects with clarity, sustainability, and impact.In this episode, James introduces his “eight lenses of project management” and reveals why prioritization is often the missing key to project success. He shares powerful ways to engage stakeholders, identify and manage risks, and avoid common mistakes in estimating time and effort. Along the way, James offers stories and frameworks that any manager, whether formally a project manager or not, can use to keep work on track and teams energized.In the extended members-only conversation, James explains how to properly scope your projects and define quality, two notoriously tricky areas that can make or break your results.Get FREE mini-episode guides with the big idea from the week's episode delivered to your inbox when you subscribe to my weekly email.Join the conversation now!Conversation Topics(00:00) Introduction to Project Management(01:44) The Eight Lenses of Project Management(03:13) The Importance of Prioritization(07:54) Agile vs. Waterfall Project Management Approaches(10:23) Engaging Stakeholders Effectively(17:20) Managing Risks in Projects(24:09) Time Management and Estimating Effort(30:40) Keep Up with James(31:30) [Extended Episode Only] How To Properly Scope Your Projects(33:10) [Extended Episode Only] Defining Quality In Project ManagementAdditional Resources:- Get the extended episode by joining The Modern Manager Podcast+ Community for just $15 per month- Read the full transcript here- Follow me on Instagram here - Visit my website for more here- Upskill your team here- Subscribe to my YouTube Channel here Keep up with James Louttit- Follow James on LinkedIn here- Subscribe to his YouTube channel here- Join the IPM Community with a free 7-day trial hereGuest Bonus: Free Audio Book: Leading Impactful Teams and 3 FREE 1-Year Membership to IMP CommunityLeading Impactful Teams is a lively exploration of the "lenses" of project management – Scope, Prioritisation, Time, Cost, Quality, Risks, Team and Stakeholders – that will enable the reader to develop a "sixth sense" for potential issues that could derail their project. It provides a practical toolkit to help you and your team deliver great project outcomes with minimum stress and maximum fun. The IPM Community helps you deliver projects on time, on budget, and without burnout through bite-sized lessons, tactical tools and weekly peer support. Created by James Louttit, author of Leading Impactful Teams, it's a no-jargon, no-exam space where professionals learn fast, share real challenges, and lead with confidence.  To get this bonus and many other member benefits, become a member of The Modern Manager Podcast+ Community.---------------------The Modern Manager is a leadership podcast for rockstar managers who want to create a working environment where people thrive and great work gets done.Follow The Modern Manager on your favorite podcast platform so you won't miss an episode!#ProjectManagement #Leadership #TeamManagement #TeamSuccess #ProjectPlanning #AgileLeadership #RiskManagement #ProjectManagementTips #LeadershipSkills #TeamPerformance

“What we're seeing is, as the new carbon economy moves forward – and this is critical to businesses to operate in the future, in the next five, 10 years – it's colliding with the digital transformation and financial transformation. And so, I think one of the essential things our customers are asking is. ‘how do we bring together the Chief Sustainability Officer, the CIO and the CFO and the new market, digital and carbon economy as we go forward?' Because you need all three lenses to make a holistic decision for both the growth and resiliency of your company.” Mandi McReynolds on Electric Ladies Podcast Artificial Intelligence, A.I., is transforming sustainability work, from data collection to analysis to reporting. It's a tool to help assess risks and see opportunities, but humans bring the superpower. How? Listen to Mandi McReynolds, Chief Sustainability Officer at Workiva in this fascinating conversation with Electric Ladies Podcast host Joan Michelson.   You'll hear about: ●        How Workiva is leveraging A.I. to serve its clients across the board – from assessing materiality, to financial reporting and sustainability reporting, ●        How to use A.I. to minimize boring work and free up people to be more strategic and creative – in a few unique ways. ●        How to ensure the integrity of the data you're accessing with A.I. – and how to reduce the risk of your data being contaminated by A.I. hallucinations, etc. ●        Plus, career advice, such as:  “Your job isn't to know the answer. Your job is to ask all the right questions of where the business is going and think about your lens is adding value because you're going to ask a different question….Don't be afraid….(Align) with people who could see the possibility of (your) experience. And… take that stretch job and just remember you're in the room to ask different questions, and that's perfectly fine. So, take the stretch and then lean into your experience that allows you to have a different lens and a different perspective.” Mandi McReynolds on Electric Ladies Podcast   Read Joan's Forbes articles here. You'll also like: ·       Business Leaders Bridging The Gap – Women business leaders from The Earth Day Women's Summit on the unique role of business in addressing the climate crisis. ·       The Power Of Buildings – with Katie McGinty, VP and Chief Sustainability and External Affairs Officer at Johnson Controls. ·       How GM Is Going All Electric – with General Motors Chief Sustainability Officer Kristen Siemen. ·       Reducing IT's Carbon Footprint – with HPE Chief Sustainability Officer Monica Batchelder. ·       How Businesses Unlock Value With Sustainability – with Kristen Sullivan, Audit Partner and head of Deloitte's Sustainability practice   Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.   Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

In your 30s, 40s, or 50s, life gets busy—and money decisions get complicated. Many professionals fall into the same midlife financial traps that quietly erode their future wealth. Lance Roberts & Jon Penn unpack seven common midlife money mistakes that can derail your long-term goals—from lifestyle creep and poor diversification to credit card debt and get-rich-quick schemes. Learn how to stay focused, protect your growing assets, and build financial independence while managing the real pressures of midlife. 0:19 - Taco Tuesday & Gov't. Shutdown Day-7 4:23 - Is the Rising Trend Line About to End? 10:53 -Mid-life Crises & Dealing w Debt 17:31 - Christina's Amazon Budget & Nutcracker Fetish 19:40 - Mission Creep & Budget Leakage 24:20 - The Danger of Using Credit Cards for Points 29:09 - Hard Money Lending & Usury 32:51 - Trade Your Way to Wealth & Other Get-rich-quick schemes 36:06 - Inflation's Effects on Purchasing Power 37:58 - Markets Can Make You Appear Smarter than You Are 39:06 - Get Debt Free 41:17 - Why You Should Never, Ever, Never, Ever Borrow from Your 401k 47:15 - The Truth About Bankruptcy 49:09 - Coming Attractions

On this episode of Gov Tech Today, host Jennifer Saha welcomes Mike Hussey, former state CIO of Utah, who shares his transition from 30 years in state government to a pivotal role in the private sector with Oracle. Mike discusses the intricacies of balancing public service exigencies with private sector dynamism, especially in the context of emerging AI technologies. Listen in as they delve into the unique challenges of AI regulation, the evolving roles of state CIOs, and the cooperative competition among states aiming for technological advancements. Key timestamps include insights into the working dynamics in government (10:12), the transformative impact of AI (25:30), and the nuanced differences in state vs. federal AI regulations (40:47). 00:00 Welcome to Gov Tech Today00:30 Meet Mike Hussey: From State CIO to Private Sector01:19 Navigating Government Transitions03:00 The Role of State CIOs and the Power of Community06:35 Challenges and Innovations in Government Technology09:59 Public vs. Private Sector: A Unique Perspective15:38 The Impact of AI in Government16:43 The Excitement of AI in Government Work17:32 Regulatory Challenges and Opportunities17:57 Efficiency and Compliance in State Governments18:46 Public Service Through Private Sector Work20:03 State-Level Innovations and Success Stories21:02 The Complexity of Large-Scale Implementations25:04 AI Regulation: State vs. Federal Perspectives30:19 The Rapid Evolution of AI Legislation32:06 Conclusion and Future Outlook

In this month's Confluence Mailbag, Bill O'Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, delve into the connection between US dollar weakness and the performance of international and domestic equities. They also share their outlook for recession risks, Fed independence, and Trump's call for publicly traded companies to shift to semiannual rather than quarterly reporting.Submit your question for a future episode to: mailbag@confluenceim.com. 

Markets hit new all-time highs Monday, closing up roughly 40 basis points, and futures point higher again this morning. But beneath the surface, extreme deviations above the 200-day moving average are forming—a setup that rarely lasts. In this short video, Lance Roberts explains why markets stretched this far above long-term averages eventually correct, how those drawdowns affect investors both financially and psychologically, and why low-quality, no-income stocks are suddenly leading the rally.

In your 30s, 40s, or 50s, life gets busy—and money decisions get complicated. Many professionals fall into the same midlife financial traps that quietly erode their future wealth. Lance Roberts & Jon Penn unpack seven common midlife money mistakes that can derail your long-term goals—from lifestyle creep and poor diversification to credit card debt and get-rich-quick schemes. Learn how to stay focused, protect your growing assets, and build financial independence while managing the real pressures of midlife. 0:19 - Taco Tuesday & Gov't. Shutdown Day-7 4:23 - Is the Rising Trend Line About to End? 10:53 -Mid-life Crises & Dealing w Debt 17:31 - Christina's Amazon Budget & Nutcracker Fetish  19:40 - Mission Creep & Budget Leakage 24:20 - The Danger of Using Credit Cards for Points 29:09 - Hard Money Lending & Usury 32:51 - Trade Your Way to Wealth & Other Get-rich-quick schemes 36:06 - Inflation's Effects on Purchasing Power 37:58 - Markets Can Make You Appear Smarter than You Are 39:06 - Get Debt Free 41:17 - Why You Should Never, Ever, Never, Ever Borrow from Your 401k 47:15 - The Truth About Bankruptcy 49:09 - Coming Attractions

This week on the Higher Ed AV Podcast, Joe Way welcomes David Morales, CIO and SVP of Technology at Western Governors University, to the show. They discuss his role overseeing a global technology solution for an expansive online university. David offers advice on how to get the most from your teams, how to present your project proposals, and the power of data and student experience. They navigate how to run large-scale online infrastructure with reliability and security, using AI to personalize the student learning journey, creating a decision intelligence framework that applies real time data to education, and lessons from prior leadership roles and how we applies them to higher ed. Watch and listen!Connect with David Morales:LinkedIn: https://www.linkedin.com/in/moralesdavid/Connect with Joe Way:Web: https://www.josiahway.comLinkedIn: https://www.linkedin.com/in/josiahwayX (Formerly Twitter): https://www.x.com/josiahwayInstagram: https://www.instagram.com/josiahwayFacebook: https://www.facebook.com/josiahway

Credit unions promote people into executive roles based on tenure and technical skills, then wonder why leadership feels like amateur hour when the stakes keep getting higher. The industry that prides itself on developing people has somehow forgotten that managing databases doesn't prepare you to manage board dynamics, and knowing compliance doesn't teach you to read the room.In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Jason Tilley, CIO at First Advantage Federal Credit Union, to explore what separates truly effective executives from those who struggle to deliver results, why credit unions are focusing on the wrong part of the digital asset opportunity, and how cybersecurity preparation separates the survivors from the statistics.Key TopicsWhat does it actually take to be a great executive right now?Credit unions are chasing custody when they should be chasing paymentsCybersecurity preparation separates survivors from statisticsKey TakeawaysDevelop political intelligence alongside technical competence to succeed in executive rolesDigital asset opportunity lies in payment infrastructure, not custody servicesCybersecurity preparation requires cultural discipline and regular exercise, not just policy documentationExecutive greatness demands synthesizing diverse input into clear direction while maintaining team alignmentAI-powered threats require proactive policy development to protect institutional data"You have to trust your staff. You have to get input from your staff. Seek out external sources of truth. You don't know everything you don't know." - Jason Tilley"There is a diplomacy piece to being a CEO that is something that is not as applicable or as important in the other areas of the C-suite." - Becky Reed

Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing economic indicators. We also assess the health of the US labor market with available data-points from last week, and review CIO's current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Markets flirted with all-time highs again on Friday, but the speculative fever is spreading fast. From overbought gold and rising volatility to widening gaps between prices and moving averages, signs of investor overconfidence are everywhere. In this pre-market update, Lance Roberts breaks down: Why speculation is building across stocks, gold, and global markets The growing disconnect between market prices and fundamentals What rising VIX volatility and overbought gold could signal How momentum and sentiment extremes can lead to sharp corrections

Arthur Hayes & Tom Lee map the new crypto arms race—Hyperliquid vs Aster, Plasma's stablecoin rails, and ETH's DAT-fueled supercycle. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Live at Token2049 Singapore, we're joined by Arthur Hayes (Maelstrom) and Tom Lee (Bitmine) to map two battles shaping the next cycle: the Perp DEX war—Hyperliquid's moat vs. CZ-linked Aster, zero-fee experiments like Lighter, and whether ~$500M/year token unlocks can stay “bullish”—and the race to own stablecoin rails, from Tether-affiliated Plasma's zero-fee USDT chain to distribution plays like Tempo and Codex. We dig into DATs, mNAV compression, and Tom's “ETH supercycle,” plus prediction markets (Polymarket vs. Kalshi) crossing into the mainstream and a surprise Zcash revival. If crypto's future is being decided in trading venues and in money itself, this is where the battle lines get drawn.  Show highlights

Cem Karsan joins Alan Dunne to chart a market running on more than just momentum. Beneath the surface: a structural liquidity engine, political incentives aligned with asset reflation, and a surge in non-correlated flows reshaping risk itself. As institutions scramble to catch up and volatility begins to rise with price, Cem draws on lessons from the late 90s to explain why the real story is not about valuation - but positioning. From AI's misunderstood impact to the growing role of options, gold, and crypto, this is a portrait of a regime defined not by fundamentals, but by reflex and constraint.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Alan on XEpisode TimeStamps: 00:23 - What has been on our radar recently?02:00 - Industry performance update03:07 - Are current valuations a sign of a bubble?12:13 - The importance of reflexivity18:59 - The move towards non correlation is upon us22:55 - What is driving up asset prices?26:34 - When will the supply/demand imbalance normalize?31:56 - Reaching an uncontrollable situation35:47 - What are markets showing us about options?39:38 - Precious metals is the place to be42:26 - Is AI actually the game changer that we all expect it to be?52:07 - Will better technology = better performance?56:03 - A timeline for possible

Today's Post - https://bahnsen.co/3IQOTsJ Insights and Takeaways from a Week of Meetings in NYC In this week's Dividend Cafe, David Bahnsen, managing partner and CIO at The Bahnsen Group, recaps key insights from a week of high-level meetings with asset management partners, hedge funds, and private market managers in New York City. Reflecting on the history of these annual gatherings, David discusses the intense debates about AI, the nuances of private market investing, the low conviction on the state of the economy, and the implications of tight credit spreads. Additionally, he delves into the interconnectedness of the data center theme and its broad economic impact. These themes will inspire future discussions in upcoming Dividend Cafe episodes. David also mentions potential portfolio adjustments based on these insights. 00:00 Welcome to Dividend Cafe 00:27 Recap of New York City Meetings 01:53 Historical Context and Evolution 05:45 Insights from Recent Meetings 10:34 Key Themes and Takeaways 17:35 Conclusion and Future Outlook Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

What happens when a CTO and a CIO of a global tech company sit down together to talk about AI? That's the starting point of today's episode, where I'm joined by Jeremy Ung, CTO at Blackline, and Sumit Johar, the company's CIO. Rather than chasing the hype, we focus on what AI really means for executive decision making, governance, and business outcomes. Both leaders open up about how their partnership is blurring the traditional lines between product and IT, and why the board is demanding answers on topics that once sat deep in the technology stack. Jeremy and Sumit explain why AI is not just another SaaS subscription and why expectations have changed so dramatically. For decades, technology was seen as predictable, a rules-based engine that followed instructions without error. AI feels different because it speaks, reasons, and sometimes makes mistakes. That human-like experience is what excites employees, but it is also what unsettles them. This is where education and governance come in, helping teams learn how to question, verify, and trace AI outputs before they make critical decisions. We also explore how AI agents are beginning to work across tools like SharePoint and email, raising new compliance and security questions that CIOs and CTOs must answer together. The conversation turns to AI sprawl, a problem that mirrors the SaaS explosion of a decade ago. With new AI tools emerging every week, enterprises risk overlapping investments and fragmented initiatives. Sumit shares how Blackline uses two governance councils to keep projects aligned. One is dedicated to risk, pulling in voices from legal, security, and privacy. The other is focused on transformation, evaluating whether requests for new AI capabilities make sense, or whether they duplicate what already exists. The signal that sprawl is taking root, he says, is when requests for tools suddenly jump from a few each month to a dozen. We also tackle the build versus buy dilemma. Budgets haven't magically increased just because AI is hot. Jeremy argues that building only makes sense when it reinforces a company's core advantage. Everything else should be bought, integrated, and kept flexible so that organizations can pivot as the AI landscape changes. Both leaders stress that trust, auditability, and value delivery must sit at the center of every investment decision.