Podcasts about CIO

Is the global economy stronger than it looks or more fragile beneath the surface? If you're trying to reconcile booming markets with rising geopolitical risk, this week's episode brings an important perspective.I sat down with Chris Zhang, Partner & CIO of Ascend Interplay, to break down the real forces shaping 2026:How AI is shifting from a narrative to a measurable economic impactWhy labor markets may determine where we go nextGlobal structural shifts that are underway - from escalating Middle East tensions to the rise of protectionism - and what they imply for supply chains, inflation dynamics, and U.S. debt sustainability.Big thanks to Chris for a thoughtful, data-driven discussion.⏱️ Chapter Markers00:00 – Welcome & Why 2025 Defied Gravity02:00 – Global GDP Surprise & Market Performance03:30 – The Structural Bull Market in Gold & Silver07:45 – When Would Gold Actually Fall?10:00 – 2026 Outlook: Cautiously Constructive11:45 – AI's Real Impact on Productivity & Labor14:30 – Middle East Conflict & Oil Markets17:15 – Are Trade Wars Really Over?19:30 – Structural Protectionism & Supply Chains22:00 – The Americas Strategy & Regional Integration26:30 – U.S. Debt: Is There a Real Solution?29:45 – The Fed, Growth & Kevin Warsh's Role32:45 – Final Takeaways for 2026Links:Chris Zhang: LinkedInInterplay: Website, LinkedIn, TwitterMPD: LinkedIn, Twitter

How do you scale AI in a regulated enterprise without risking trust, compliance, or credibility? In this episode of Technovation, Nick Colisto, CIO of Avery Dennison, and Sathish Muthukrishnan, Chief Information, Data & Digital Officer at Ally Financial, share how they are moving from AI pilots to measurable enterprise impact. From governance-first implementation inside a federally regulated bank to CFO-grade ROI tracking across a global manufacturing enterprise, this conversation focuses on the discipline required to operationalize AI at scale. Key highlights include: Why one AI misstep can set a regulated enterprise back years How to win over risk, audit, and compliance before scaling Embedding “human-in-the-loop” safeguards from day one Measuring AI-enabled initiatives using EBIT and IRR Taking credit for AI embedded in SaaS platforms If you’re leading AI in a regulated or board-visible environment, this episode offers a pragmatic blueprint for scaling responsibly. 🎧 Listen to learn how CIOs are turning AI experimentation into enterprise value.

Is AI killing software stocks — or creating the buying opportunity of the decade? Lance Roberts & Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is pricing in a "SaaSpocalypse" — the idea that generative AI will make traditional SaaS companies obsolete. But is that narrative right? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer Rate us on Google: https://bit.ly/4b9JtEo 0:00 - INTRO 0:49 - National Chili Day & Demise of Whataburger 3:04 - Nvidia & SalesForce Report 7:25 - Markets Are "Stable" 12:17 - Blizzards & Chili 13:21 - The Incredible Nvidia Numbers 15:37 - The Lack of Market Reaction to Nvidia Report 17:02 - Where Will the Capital Come From? 23:22 - Why the Market Isn't Enthusiastic (about Nvidia) 24:30 - SalesForce & The Software Apocalypse 30:15 - Who Will Survive? 33:13 - Will AI Create a New Spreadsheet 36:19 - Tariffs: Old vs New: Markets Are Calm 40:49 - Betting on Tariff Refunds? ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6DavZVDY7OQ ------- Articles Mentioned in Today's Show: "Software Stocks: Navigating The SaaSpocalypse" https://realinvestmentadvice.com/resources/blog/software-stocks-navigating-the-saaspocalypse/ ------- Watch our previous show, "Q & A Wednesday: Straight Talk About Your Money" here: https://youtube.com/live/oW7OkyOvYC4 -------- The latest installment of our new feature, Before the Bell, "100-DMA Support at Risk," is here: https://youtu.be/tiE6S1qaBn0 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #TechnicalAnalysis #RiskManagement #PersonalFinance #RetirementPlanning #InvestingBasics #FinancialPlanning #AskUsAnything

Realities Remixed, formerly know as Cloud Realities, launches a new season exploring the intersection of people, culture, industry, and tech. Energy transportation is a deeply local business, safely delivering gas and electricity, more and more from renewable sources, directly to the communities it serves. Technology and AI help make that possible by strengthening safety, bringing companies closer to customers, and enabling teams to build the future together. This week, Dave, Esmee, and Rob are joined by John Koerwer, CIO of UGI Corporation, to explore explore why “the business” and tech still struggle to speak the same language, nd what helps close the gap.TLDR00:35 – Introduction01:17 – Hang out: new toys and coffee07:55 – Dig in: the business - tech divide21:07 – Conversation with John Koerwer59:40 – The amazing AI technology in The Sphere's version of The Wizard of OzGuestJohn Koerwer: https://www.linkedin.com/in/john-koerwer-46102127/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/ SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:  https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Hai mai spruzzato qualcosa “per sicurezza” e dopo poco ti sei ritrovato con più problemi di prima?Ti è mai capitato di pensare: possibile che per tenere in vita due piante serva mezzo armadietto di prodotti?In questo episodio ti porto dentro una scena che vedo spesso, sia nei corsi sia dai clienti: qualcuno fa fuori tutto con lo spray “risolutivo” e, senza volerlo, crea un vuoto biologico.Cioè un posto dove non resta più nessuno a tenere a bada i fastidi.E quando arriva il primo insetto “furbo”, trova il tavolo apparecchiato: niente predatori, niente antagonisti, zero equilibrio.Risultato: ti ritrovi ospiti che prima nemmeno conoscevi… e fanno festa. Poi parliamo di una cosa che pesa davvero sul successo del tuo giardino: il progetto.Se scegli piante giuste per luce, suolo e acqua, ti togli un sacco di lavori e di spese.Se invece compri a caso perché “ti piace”, finisci per collezionare tentativi, delusioni e la solita frase: “Io ho il pollice nero”.Spoiler: spesso è solo un progetto assente.Entriamo anche nel tema terrazzi e vasi “vecchi”, quelli con zolle dure e stanche.Qui ti racconto due mosse concrete che uso spesso: leonardite e micorrize.Non come magia, come aiuto pratico per ridare struttura, aria e vita al substrato.E ti spiego pure perché un terrazzo, se lo imposti bene, può arrivare a un equilibrio vero in circa dieci anni, con manutenzione sensata e poche cure mirate.Chiudiamo con una riflessione schietta: non è lo spruzzo che ti salva, è la gestione.E quando ti viene voglia di “disinfettare” tutto, fermati un secondo.Forse stai solo preparando il terreno al prossimo problema.

In today's episode we talk to Mark Roberts, founder of Off Wall Street, a legendary provider of short selling research to hedge funds. Seven months before Enron became the biggest bankruptcy in US corporate history, Off Wall Street published a report recommending the shares be sold. The success of this call made Mark and Off Wall Street synonymous with original and rigorous research. We talk to Mark about his unusual personal background, how being a hippie in Berkeley in the 1960s prepared him for identifying overvalued companies two decades later. He explains why questionable accounting and high valuations are the “symptoms, not the disease” and compares today's markets with those of the Dotcom era. His new book, Off Wall Street How To Win At Short Selling By Betting Against The Crowd was just released in February 2026.-----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 Mark on LinkedIn and read his book.Episode TimeStamps: 01:41 - Introducing Mark Roberts, Off Wall Street, Enron, and the book03:35 - An unconventional path: French literature, skepticism, and early life choices07:40 - The first “short sale”: selling a failing steel business and learning risk firsthand11:10...

What does autonomous IT really look like when you move beyond the slideware and start wiring systems together in the real world? At Dynatrace Perform in Las Vegas, I sat down with Pablo Stern, EVP and GM of Technology Workflow Products at ServiceNow, to unpack exactly that. Pablo leads the teams focused on CIOs and CISOs, building the workflows and security products that sit at the heart of modern IT organizations. From service desks and command centers to risk and asset management, his remit is clear: enable AI to work for people, not the other way around. We began with ServiceNow's deepening multi-year partnership with Dynatrace. While the announcement made headlines, Pablo was quick to point out that the real story starts with customers. This collaboration is rooted in a shared goal of helping joint customers reduce outages, improve SLA adherence, and shrink mean time to resolution. The vision of autonomous IT operations is not about hype. It is about connecting observability data with deterministic workflows so that insight can evolve into coordinated, system-level action. Pablo walked me through the maturity curve he sees emerging. First came AI-powered insight, summarizing data and surfacing signals from noise. Then came task automation, drafting knowledge articles, paging teams, triggering predefined playbooks. The next step, and the one that excites him most, is orchestrated autonomy. That means stitching together skills, agents, and workflows into systems that can drive end-to-end outcomes. It is a journey measured in years, not months, and it depends as much on digitizing process and building trust as it does on technology. We also explored root cause analysis, still one of the biggest time drains in IT. By combining Dynatrace's AI-driven observability with ServiceNow's workflow engine, enterprises can automate forensic steps, correlate events faster, and shorten the time spent on major incident bridges where teams debate ownership. Even incremental improvements in accuracy can save hours when incidents strike. Trust, of course, remains central. Pablo was candid that full self-healing systems are still some distance away. What we will see first is relief automation, controlled failovers, scripted actions suggested by machines but approved by humans. Over time, as confidence grows and processes become fully digitized, the balance will shift. Beyond the technology, a consistent theme ran through our conversation. Outcomes have not changed. Enterprises still want higher availability, faster resolution, better employee experiences. What is changing is the how. ServiceNow is reimagining its platform to deliver those outcomes at a much higher standard, not through incremental tweaks, but through rethinking workflows for an AI-first world. From design partnerships with banks building pre-flight change checks, to internal teams acting as the toughest customers, this was a grounded, practical conversation about where autonomous operations are headed and what it will take to get there. If you are a CIO, CISO, or IT leader wondering how to move from theory to execution, this episode offers a clear-eyed look behind the curtain.      

Welcome to Q & A Wednesday: Straight Talk on Your Money — a live, unscripted Q&A show pulled directly from our YouTube chatroom. No canned slides. No rehearsed talking points. Just practical, plain-English answers to real-world money questions with Lance Roberts and Danny Ratliff. Lance & Danny tackle topics like retirement planning, Roth vs. traditional decisions, tax-smart withdrawal strategies, Social Security timing, portfolio risk management, diversification, income planning, cash vs. investing, debt payoff frameworks, and how to think through market volatility without wrecking your long-term plan. We also discuss the “why” behind common financial rules of thumb—what holds up, what doesn't, and how to tailor decisions to your situation. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer Rate us on Google: https://bit.ly/4b9JtEo 0:00 - INTRO 0:50 - SOTU Address & Nvidia preview 5:32 - Markets Building a Rolling Top 9:20 - What is Happening to META? 12:31 - Is An Attack on Iran Priced-in to the Market? 14:37 - Buying Brazilian Bonds 18:15 - What's the Best Way to Keep Up w Sector Rotation? 20:34 - Is StableCoin Good for The Dollar? 23:48 - Will TurboTax Go AI? 27:13 - Investing in the Healthcare Space 30:27 - What is the Key Metric in Planning a Portfolio? 34:55 - Indicators for Reducing Risk in Positions 40:03 - Pro's & Con's of Bond ETF's 43:34 - Will Silver Prices Stay High? 45:14 - The Difference Between Treasury Notes vs Bonds 48:04 - Allocation Recommendation for 45-yr old Millionaire 51:44 - Coming Attractions ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/oW7OkyOvYC4 ------- Articles Mentioned in Today's Show: "The Business Cycle Narrative & War With Iran" https://realinvestmentadvice.com/resources/blog/the-business-cycle-narrative/ "Is China Really Dumping US Treasuries?" https://realinvestmentadvice.com/resources/blog/is-china-really-dumping-us-treasuries/ ------- Watch our previous show, "Stop Chasing 2026 Returns," here: https://youtube.com/live/iN9Pv2Thvbo -------- The latest installment of our new feature, Before the Bell, "100-DMA Support at Risk," is here: https://youtu.be/tiE6S1qaBn0 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #TechnicalAnalysis #RiskManagement #PersonalFinance #RetirementPlanning #InvestingBasics #FinancialPlanning #AskUsAnything

How can organizations become more adaptable in a world of constant change? In this episode, Kevin sits down with Phil Le-Brun to explore why traditional change efforts often fail and what companies should do to succeed in today's complex environment. Phil introduces the metaphor of the octopus organization, a model for agility and continuous learning. He contrasts it with the outdated tin man approach that views people as interchangeable parts in a machine. Kevin and Phil discuss the difference between complicated and complex systems, emphasizing why leaders must move beyond linear plans and embrace learning as the path to change. They also discuss how clarity, ownership, and curiosity form the foundation of adaptability and why leaders must foster environments where these traits can thrive. Phil's Story: Phil Le-Brun is the co-author of The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation with Jana Werner. He is an executive in residence at Amazon Web Services and a former corporate VP and international CIO at McDonald's Corporation. At McDonald's, he co-led the consolidation and modernization of technology across thirty-eight thousand restaurants globally. In his current role, Phil engages with Fortune 500 executives and their teams and with public-sector customers to mentor, advise, and guide them on their journeys to become more adaptable organizations. He is a sought-after speaker and has been featured in Harvard Business Review, the Wall Street Journal, and The Guardian. https://www.theoctopusorganization.com/ https://www.linkedin.com/in/phillebrun/ This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation by Phil Le-Brun and Jana Werner Genius at Scale: How Great Leaders Drive Innovation by Linda A. Hill, Emily Tedards, and Jason Wild Like this? Wiring the Winning Organization with Gene Kim Handing Over the Mic: Exploring Flexible Leadership with Julie Winkle Giulioni Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP  

Welcome to Q & A Wednesday: Straight Talk on Your Money — a live, unscripted Q&A show pulled directly from our YouTube chatroom. No canned slides. No rehearsed talking points. Just practical, plain-English answers to real-world money questions with Lance Roberts and Danny Ratliff. Lance & Danny tackle topics like retirement planning, Roth vs. traditional decisions, tax-smart withdrawal strategies, Social Security timing, portfolio risk management, diversification, income planning, cash vs. investing, debt payoff frameworks, and how to think through market volatility without wrecking your long-term plan. We also discuss the "why" behind common financial rules of thumb—what holds up, what doesn't, and how to tailor decisions to your situation. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer Rate us on Google: https://bit.ly/4b9JtEo 0:00 - INTRO 0:50 - SOTU Address & Nvidia preview 5:32 - Markets Building a Rolling Top 9:20 - What is Happening to META? 12:31 - Is An Attack on Iran Priced-in to the Market? 14:37 - Buying Brazilian Bonds 18:15 - What's the Best Way to Keep Up w Sector Rotation? 20:34 - Is StableCoin Good for The Dollar? 23:48 - Will TurboTax Go AI? 27:13 - Investing in the Healthcare Space 30:27 - What is the Key Metric in Planning a Portfolio? 34:55 - Indicators for Reducing Risk in Positions 40:03 - Pro's & Con's of Bond ETF's 43:34 - Will Silver Prices Stay High? 45:14 - The Difference Between Treasury Notes vs Bonds 48:04 - Allocation Recommendation for 45-yr old Millionaire 51:44 - Coming Attractions ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/oW7OkyOvYC4 ------- Articles Mentioned in Today's Show: "The Business Cycle Narrative & War With Iran" https://realinvestmentadvice.com/resources/blog/the-business-cycle-narrative/ "Is China Really Dumping US Treasuries?" https://realinvestmentadvice.com/resources/blog/is-china-really-dumping-us-treasuries/ ------- Watch our previous show, "Stop Chasing 2026 Returns," here: https://youtube.com/live/iN9Pv2Thvbo -------- The latest installment of our new feature, Before the Bell, "100-DMA Support at Risk," is here: https://youtu.be/tiE6S1qaBn0 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #TechnicalAnalysis #RiskManagement #PersonalFinance #RetirementPlanning #InvestingBasics #FinancialPlanning #AskUsAnything

This week on Swimming with Allocators, Earnest and Alexa welcome David Clark, CIO at Vencap, who unpacks the realities of venture capital, emphasizing a data-driven approach to understanding returns, the persistent and intensifying “power law” in VC, and why only a small percentage of funds and companies drive outsized results. The discussion covers the challenges of evaluating new managers versus established firms, the nuances of secondary investments, and the critical importance of consistent, top-tier fund performance. Listeners will gain insight into the pitfalls of confirmation bias, the difficulties facing retail investors, and why strategy, transparency, and adaptability are key for long-term VC success. Also don't miss Rebecca Stuart of Sidley as she explains how unprecedented AI-focused acqui-hires function as talent raids that can bypass standard change-of-control protections. She also outlines legal and structural strategies VCs and startups can use like broadened definitions of change of control, retention and vesting design, and coordinated employment/comp practices, to better protect portfolios and key teams. Highlights from this week's conversation include: Welcoming David to the Show and Previewing Today's Episode (0:18) David's Shift From Traditional LP Diligence to Data-Driven Investing (2:48)   How Long Feedback Loops and Unknown Unknowns Shape Venture Outcomes (5:16)   Confirmation Bias, Narratives, and Doing Pre-Meeting Homework on Managers (6:55)   Pattern Recognition and What World-Class Founders Look Like (8:49)   Using Power Laws and Top 1% Companies as the Core LP Filter (10:40)   Why Singles and Doubles Rarely Add Up to Great Venture Funds (13:46)   AI Acqui-Hires, Talent Raids, and Risks to VC Portfolios (17:20)   Deal Structures That Avoid Change of Control and LP Protections (19:04)   Retention Tools, Forfeiture for Competition, and Staggered Vesting Cliffs (20:53)   Democratization of VC, 401(k) Investors, and the Risk of Disappointment (25:22)   Emerging Managers and the Myth of the Middle Class in Venture (30:58)   Venture Secondaries, Premium Pricing, and Why Discounts Can Be Misleading (36:04)   Scope Creep, Platform Expansion, and When LPs Disengage From Big Firms (42:06)   VenCap is one of the longest-running dedicated venture capital fund-of-funds globally, investing in many of the world's leading VC firms for over three decades. The firm's strategy emphasizes long-term consistency, deep relationship networks, and concentrated exposure to top-tier venture capital companies across cycles. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Larissa Herczeg is Founder and Managing Partner of 1 Seed Partners. One Seed Partners backs rising stars across the real estate complex Prior to founding 1 Seed she was Head of Seeding at Blue Owl, and prior to that CIO at Oak Street Capital before which she had series of financial roles. She was a 2025 Honoree for the Influential Women in Institutional Investing Awards.  Our conversation traces Larissa's first foray into real estate - how it was a default option rather than an original direction - but how it turned out optimally. We discuss the reasons she was attracted to the industry and the strong "human" component that drives deal success as well as organizational sustainability.We turn then to discuss the seeding business in particular, and how so much more than capital is involved. We discuss today's landscape for emerging managers, how the goal posts have changed and how barriers to entry affect capital raising as well as getting a head start.This podcast is kindly sponsored by Evanston Capital and Alvine Capital. For over 20 years Evanston Capital has had a key focus in identifying early-stage investment managers it believes are capable of generating long-term, value-added returns in complex, innovative strategy areas. Alvine Capital is a specialist investment manager and placement boutique with a particular focus on alternative assets with significant presence in London and Stockholm

T-Mobile CEO Srini Gopalan joins Eric Veiel, Head of Global Investments and CIO, to discuss culture-driven growth, intensifying competition in telecom, and how artificial intelligence could disrupt and redefine the future of connectivity.

AI is everywhere in healthcare conversations. This episode asks the more uncomfortable question: what is it actually doing in real hospitals, with real patients, and real constraints?Dr. Mark Bonta sits down with Dr. Joshua Liu, Co-Founder and CEO of SeamlessMD, for a clinician-first, workflow-grounded conversation about where AI delivers value today, where it still falls apart, and why “smart” tools often die quietly at implementation.They unpack why the most immediate wins are not futuristic diagnostics. They are the unglamorous bottlenecks that drain clinical bandwidth: documentation, forms, referrals, and the administrative sprawl that keeps teams stuck in the note instead of at the bedside. From there, the conversation turns to a core systems problem: insight without protocol. A model can predict risk. But if no one knows what to do with the number, nothing changes.You'll also hear a clear breakdown of “AI agents,” why trust matters more than technology, and how digital care journeys can reduce anxiety, shorten length of stay, and catch post-discharge issues earlier without flooding clinicians with noise.If you are a CMIO, CIO, clinical operations leader, surgical program director, or anyone tired of alert fatigue and “model theater,” this episode will feel uncomfortably familiar in the best way.Dr. Joshua Liu Website https://www.seamless.md/Episode Takeaways1. AI's First Impact Is Administrative, Not Diagnostic — The biggest gains today are in documentation, forms, and workflow relief, not autonomous clinical decision-making.2. Insight Without Protocol Is Noise — A risk score means nothing unless a care team has defined what to do with it.3. Healthcare Moves at the Speed of Trust — Technology adoption depends less on capability and more on clinician confidence and governance.4. AI Agents Shift from Answers to Action — Moving from chat-based support to systems that execute tasks will redefine clinical workflow.5. Eighty Percent of Patient Concerns Are Low Risk — Smart triage and education can filter noise and reduce unnecessary visits.6. Digital Care Journeys Reduce Variation — Personalized, just-in-time guidance lowers anxiety, shortens length of stay, and reduces readmissions.7. Integration Determines Survival — Tools that do not fit directly into existing EMRs and workflows will not scale.8. Execution Beats Hype — The future of AI in healthcare will be shaped by implementation, not model sophistication.Episode Timestamps01:52 – AI Boom or Bust: What Actually Changes Care03:23 – Predictive Analytics vs Documentation: The Real “Low Hanging Fruit”12:19 – What Is an AI Agent: Chatbot vs Agentic AI16:39 – The Biggest Barrier: Trust, Not Just Privacy22:27 – Why Joshua Chose Startups Over Residency: SeamlessMD Origin Story25:55 – Building Digital Care Journeys: From Surgery to “Birth to Death”30:17 – AI Inside Patient Journeys: Answers Grounded in Vetted Protocols42:03 – The Next Decade: Computer Vision, Robotics, and Physical AIDISCLAMER >>>>>>    The Ditch Lab Coat podcast serves solely for general informational purposes and does not serve as a substitute for professional medical services such as medicine or nursing. It does not establish a doctor/patient relationship, and the use of information from the podcast or linked materials is at the user's own risk. The content does not aim to replace professional medical advice, diagnosis, or treatment, and users should promptly seek guidance from healthcare professionals for any medical conditions.   >>>>>> The expressed opinions belong solely to the hosts and guests, and they do not necessarily reflect the views or opinions of the Hospitals, Clinics, Universities, or any other organization associated with the host or guests.    Disclosures: Ditch The Lab Coat podcast is produced by (soundsdebatable.com) and is independent of Dr. Bonta's teaching and research roles at McMaster University, Temerty Faculty of Medicine and Queens University. 

Veterans are a valuable and often overlooked talent pipeline in manufacturing. Yet, when it comes to hiring strategic thinkers that are focused on taking action on completing a plan, veterans oftentimes know how to get things done. In this episode, Bobby Cain, CIO of Schneider Electric North America, shares insights on veteran hiring, workforce development, and building inclusive corporate cultures. Discover practical strategies for leveraging military skills in the corporate world and how Schneider Electric is leading the way in veteran support initiatives. If you are interested in tapping into this talent pool for driven leaders, this episode is packed with Bobby's tips on growing your veteran workforce. In This Episode:-00:00: Introduction to Workforce 4.0-00:30: Welcoming Bobby Cain, CIO of Schneider Electric, To Workforce 4.0-01:21: Bobby's Journey from Military Team Player to Corporate A Lister-05:58: Highlighting Common Challenges For Veteran's Re-Entering Civillian Life-08:38: A Company's Responsibilty For Intential Veteran Hiring Practices-13:40: Schneider Electric's Veteran Hiring Initiative-17:48: The Importance Of Creating A Supportive Environment For Veterans-22:37: Tips On Giving Back To Your Employees Through Employee Resource Networks-27:17: Closing Thoughts And Point of Contact Information-28:50: Workforce 4.0 OutroMore About Bobby Cain: Robert (Bobby) W. Cain was recently named as SVP and CIO for Schneider Electric North America. Prior to that he served as the VP Business Transformation North America. Since 2018, he has worked closely with the Schneider Electric North America executive leadership team to establish the transformation strategy in alignment with SE business priorities and manage the execution of deliverables and objectives by leveraging modern technology to expand margin, drive customer value and increase employee engagement. His high-performing team has delivered tremendous value to the business, seeing over $50M in the first two years with $100M planned over the life of the program.​ To learn more about Bobby, connect with him here.

In our latest senior leader interview, Craig is joined by Emel Morris, CIO at Central Bedfordshire Council.Emel shares her journey from corporate communications into IT leadership and the skills that helped her transition into the role. She also outlines why today's CIO must focus on stakeholder engagement, change, and aligning technology to real service outcomes.Craig and Emel also discuss pressures on public sector services, cyber security, AI alongside the importance of inclusion and Women in SAP.To learn more about the UKISUG referral scheme, visit: https://www.sapusers.org/community-referral-scheme

Pensate alla canzone napoletana più famosa della storia, una è funiculì funiculà, l’altra invece è quella scritta nel titolo della puntata: l’immarcescibile “O’ Sole Mio”. E non è difficile immaginare che sia stata scritta proprio a Napoli, magari sul lungomare di Mergellina, o magari a Posillipo guardando il golfo di Napoli dall’alto E invece no, ci dobbiamo spostare un po’ più ad est. Cioè? Nola? Avellino? No, un bel po’ più ad est. Davvero.See omnystudio.com/listener for privacy information.

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI's Uber, what reading Dario Amodei's essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1's Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today's Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan's Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show growing concerns around AI.Mike Wilson: 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 recent concerns around AI disruption. It's Tuesday, February 24th at 1pm in New York. So, let's get after it. Last week you could feel it, that anxious undercurrent in the market. The headlines were noisy, volatility ticked higher, and AI disruption, once again, dominated investor conversations. But beneath the surface level unease something important happened. The S&P 500 Equal Weight Index pushed to a new relative high, keeping our broadening thesis alive and well. On one hand, investors are worried about AI driven disruption, CapEx intensity, and potential labor force reductions. On the other hand, capital is still flowing into formerly lagging areas of the market, just as the median stock is seeing its strongest earnings growth in four years. Let's unpack this. First, there's concern AI will lead to job losses. But even if that's the case, there's typically a phase-in period. Companies don't just eliminate labor overnight. Importantly, before these productivity gains are fully realized, we need broad enterprise adoption. That means building out the agentic application layer, integrating AI into workflows, retraining systems and processes. That takes time, and it is still early days in that regard. Second, what we're seeing now is typical of a major investment cycle. Volatility increases as markets challenge the pace of unbridled spending. Dispersion increases as investors debate winners and losers. Leadership rotates, sometimes sharply. There's also something different this time compared to the internet bubble of the late 1990s. Today we're in an early cycle earnings backdrop. We've just emerged from what was effectively a rolling recession between 2022 and 2025. So, as capital rotates out of the perceived structural losers, it's not just chasing long-term AI beneficiaries, it's also finding classic cyclical winners. On the losing side is long duration services-oriented sectors, particularly software. These areas are more sensitive to uncertainty around longer term cash flows. This area also has a large overhang of private capital deployed over the last 10 to 15 years. There are other forces at play too. Small cap growth, arguably the longest duration segment of the market, began breaking down in late January around the time Kevin Warsh was nominated as Fed chair. While major indices barely reacted, more speculative areas may be responding to expectations of tighter liquidity given Warsh's, reputation as a balance sheet hawk. Finally, equity markets are typically more volatile when new Fed chairs assume office. Bottom line, our broader thesis of an early cycle rolling recovery remains intact. Market internals are supportive even if index level action feels choppy. That said, near term volatility is likely to persist as we enter a weaker seasonal window for retail demand, while liquidity remains ample, but far from abundant. With this backdrop, a quality cyclical barbell with healthcare makes sense. In small caps, the higher quality S&P 600 looks more attractive than the Russell 2000. And any short-term volatility could present opportunities to add exposure in preferred cyclical areas like Consumer Discretionary Goods, Industrials, and Financials. Of course, risks remain. AI adoption could accelerate faster than expected, pressuring labor markets more abruptly. Pricing power could erode as efficiency spread, and policy makers could react in ways that slow the CapEx cycle while crowded momentum positioning remains vulnerable. Nevertheless, the signal from the internals is clear. Beneath the volatility this looks less like a market rolling over, and more like one that is confirming an early cycle economic expansion. 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.

Every employer knows to conduct background checks. However, conducting background checks on IT professionals requires an extra layer of verification, given the privileged access they typically have to IT systems and tools. Moreover, in this AI era, background checks need to be deeper and more effective than before–in the past we didn't need to verify... Read more »

Most investors don't realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with “Can you beat Treasuries this year?” Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:50 - E-books & Economic Data 2:53 - Will AI Lead to Next Period of Financial Instability? 5:33 - Market Fails at 20- 50-DMA 11:10 - Chasing Returns in 2026 12:31 - Index's Substitution Effect 16:39 - What About the Flat Market? 19:20 - Where Returns Come From... 23:07 - Generating 6% Return w Bonds Only? 27:38 - Making Money vs Keeping It 29:05 - Money is Emotional 30:43 - What Do You Do w Your $1Million? 34:17 - Markets Have Been Easy 35:46 - Markets' Extreme Deviations 40:50 - Mistakes In Chasing Benchmarks 43:24 - Why Root for Economic Failure? 45:22 - Set a Goal & Manage Risk ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/iN9Pv2Thvbo ------- Watch our previous show, "Is China Really Dumping U.S. Treasuries?," here: https://youtube.com/live/fEk6rYGzFkA?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Test: 5% Pullback Risk Rising," is here: https://youtu.be/FfqIQklIxcc ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #Investing #RiskManagement #FinancialPlanning #InvestingEducation #BehavioralFinance #RiskManagement #WealthProtection

As retail continues to evolve at the intersection of technology and human connection, Jason Johnson, CIO of Sweetwater Sound, offers a compelling perspective on what it means to lead with both innovation and heart. On this episode of “Retail Gets Real,” Johnson discusses how Sweetwater has grown into one of the most distinctive retailers in the industry by treating technology not as a back-office function, but as a core driver of growth — especially with its team of more than 700 commissioned sales engineers building off the founder's core mission of deeply personal service(00:00:00) Inside Sweetwater's rock ‘n' roll retail model(00:04:46) From Navy service to CIO leadership(00:11:10) Innovating at scale with AI and education(00:16:30) Bringing the in-store experience online(00:19:40) Leading with radical transparency and trust(00:23:12) Building a culture where people truly thrive(00:26:34) The future of retail in an AI-powered worldThe National Retail Federation is the world's largest retail trade association.Every day, we passionately stand up for the people, policies and ideas that help retail succeed.Resources:• Visit sweetwater.com • Become an NRF member and join the world's largest retail trade association• Learn about our retail education platform, NRF Foundation, at nrffoundation.org• Learn about retail advocacy at nrf.com/advocacy• Find more episodes at retailgetsreal.comRelated:• 392: How Warby Parker is redefining retail and customer experience• 364: How BJ's Wholesale Club leverages AI to serve its customers

Most investors don't realize how quickly a good plan can get derailed by one bad question: "What will your investments return this year?" Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with "Can you beat Treasuries this year?" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:50 - E-books & Economic Data 2:53 - Will AI Lead to Next Period of Financial Instability? 5:33 - Market Fails at 20- 50-DMA 11:10 - Chasing Returns in 2026 12:31 - Index's Substitution Effect 16:39 - What About the Flat Market? 19:20 - Where Returns Come From... 23:07 - Generating 6% Return w Bonds Only? 27:38 - Making Money vs Keeping It 29:05 - Money is Emotional 30:43 - What Do You Do w Your $1Million? 34:17 - Markets Have Been Easy 35:46 - Markets' Extreme Deviations 40:50 - Mistakes In Chasing Benchmarks 43:24 - Why Root for Economic Failure? 45:22 - Set a Goal & Manage Risk ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/iN9Pv2Thvbo ------- Watch our previous show, "Is China Really Dumping U.S. Treasuries?," here: https://youtube.com/live/fEk6rYGzFkA?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Test: 5% Pullback Risk Rising," is here: https://youtu.be/FfqIQklIxcc ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #Investing #RiskManagement #FinancialPlanning #InvestingEducation #BehavioralFinance #RiskManagement #WealthProtection

Every employer knows to conduct background checks. However, conducting background checks on IT professionals requires an extra layer of verification, given the privileged access they typically have to IT systems and tools. Moreover, in this AI era, background checks need to be deeper and more effective than before–in the past we didn't need to verify... Read more »

Gold is having a moment, but the story runs deeper than price alone. In this timely conversation, Morton Wealth welcomes Axel Merk, President & CIO of Merk Investments and manager of the OUNZ gold fund, to unpack what's really driving gold's powerful rally. Axel explains why gold itself remains constant, even as perceptions shift, and how central bank diversification, geopolitical tensions, currency weaponization, and rising fiscal pressures are reshaping global demand. Tune in if you're interested in…What's truly driving gold's 50%+ surge this yearHow central banks and geopolitics are influencing demandWhy volatility spikes don't necessarily change the long-term thesisThe opportunities and risks within gold mining stocksThe difference between allocated and unallocated gold ownershipWhy we treat gold as a strategic hedge, not a tactical bet

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down why the AI boom may be entering a new phase and why investors concentrated in infrastructure stocks could be taking more risk than they realize.With nearly half of the S&P 500 tied directly or indirectly to AI infrastructure buildout, Kai explains the dangers of crowded positioning, excessive capital spending, and valuation expansion. Drawing on historical technology cycles from railroads to the internet, he outlines why the biggest long-term winners often aren't the builders, but the early adopters who use new technology to gain efficiency and market share.We also dive into enterprise adoption rates, proof-of-ROI versus hype-driven AI mentions on earnings calls, and how to distinguish companies generating measurable productivity gains from those simply telling the story.In this episode:– Why the AI cycle may be shifting from buildout to adoption– How only about 10 percent of firms are currently using AI in production– The valuation risk embedded in infrastructure-heavy portfolios– Why early adopters may outperform the AI builders– How advisors can rethink AI exposure without abandoning the themeLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#AI #StockMarket #SP500 #NVDA #TechStocks #TeslaSupport the show

I'm excited to share powerful insights from my latest Capitalist Culture® episode with Jay, a seasoned Wall Street veteran turned family office strategist.This conversation goes deep into wealth, power, responsibility, and the systems shaping our financial future. Here are the highlights you won't want to miss:Jay's Journey: From Wall Street to Family Offices• Early Lessons in M&A: Jay saw firsthand how culture clashes can derail even the most strategic mergers. • The Fee Illusion: On Wall Street, he learned how layered fees quietly erode investor returns long before clients see meaningful gains. • A Turning Point: Disillusioned by the system, he transitioned to serving ultra-high-net-worth families, focusing on control, alignment, and long-term value creation.Financial System Realities• Mortgage Backed Securities: We unpack Wall Street's role in engineering complex financial products and the long tail consequences. • The 401k Dilemma: Alternative investments promise higher returns, but retail investors often need liquidity. That mismatch could create serious stress in future downturns. • Pension Pressure: Longer life expectancies and rising living costs are putting enormous strain on retirement systems.Tribal Lending and Emerging Markets• Economic Diversification: Jay worked with Native American tribes to expand beyond gaming and create sustainable revenue streams. • Operational Optimization: From restructuring lending algorithms to reducing reliance on outside providers, he helped tribes regain efficiency and control. • The First Mass Tort Litigation Fund: Jay built it from scratch before it was acquired by a Wall Street firm.Private Equity, Alpha, and Family Office Strategy• Why Smaller Managers Often Win: Emerging managers frequently outperform large institutions because they are hungry, focused, and disciplined. • Alpha Strategies: As an outsourced CIO, Jay combines low-cost index exposure with targeted private equity and private credit to generate alpha. • Cutting Layers of Fees: Direct co-investments and thoughtful structuring create tax efficiency and preserve capital.Family Office Leadership• Multi-Generational Complexity: Managing wealth means balancing capital allocation, philanthropy, governance, and family dynamics. • The Wealth Narrative: Jay challenges the vilification of entrepreneurs, arguing that job creation and innovation drive societal progress. • One Family at a Time: His current work with the Global Rock Family Office includes taking a textile company private and converting warehouses into data centers.AI, Policy, and the Future• AI Acceleration: Information access has fundamentally changed. What once took weeks now takes minutes. • Verification Matters: AI is powerful, but leaders must cross-check and guard against bias. • Government Reform and Efficiency: We discuss the friction between bureaucracy and entrepreneurial problem-solving.Personal Definition of Success• Fatherhood First: Jay believes success is measured by the character of the next generation. • Leave No Trace: From fishing trips to everyday actions like returning grocery carts, he believes integrity shows up in the small things. • Three Sons, Three Paths: College, auto mechanics, and military flight school. Individual purpose over prestige.Final Thoughts• A Level Playing Field: Jay emphasizSend a textConnect with Kip on LinkedInhttps://www.linkedin.com/in/kipknippel/Watch Bite-Sized Clips on YouTubehttps://www.youtube.com/@capitalistculture/shorts

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

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

Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative philanthropist, formed the foundation after selling his business for $170 million in 1997. Since then, the pool has grown 11.5x to $1.5 billion after distributing $400 million to supported charities, including contributions that make it among the largest donors every year to Carnegie Mellon University and the University of Pittsburgh. Over the last twenty years, the Dietrich Foundation's performance sits at the very top of all endowments and foundations.   Our conversation covers Ed's journey to investing and mentorship by Bill Dietrich, which led to him taking the helm at the Foundation in 2007. We discuss the Foundation's bold approach to illiquid investments, with 90% of assets invested in venture capital and private equity, its governance structure, and its thematic focus on innovation and emerging markets. Along the way, Ed shares insights into managing liquidity, constructing the portfolio, selecting managers, and navigating geopolitical risk to maintain conviction in an uncomfortably different strategy.   Ed's approach and results will open your aperture to what's possible in an institutional portfolio with the right goals, structure, and governance in place.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Today's show dives into the state of the venture capital from the LP perspective.     Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6 billion foundation with an unusually large allocation to private markets and venture capital. Ed was a past guest on the show and that conversation is replayed in the feed.    Our conversation covers the changing landscape of venture capital, including pricing distortions, power law winners, liquidity issues, GP behavior, and scaled platforms. Throughout the insightful conversation, Ed and Sean share LP strategies to capture opportunities and navigate risks across stages, sectors –mostly AI – and geographies.      Learn more about our Strategic Investments: Old Well Labs.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Why do so many of us feel busy all day, yet struggle to point to the meaningful work we actually completed? In this episode of Tech Talks Daily, I sit down with Tomás Dostal Freire, CIO of Miro, to unpack a challenge that quietly drains modern organizations. Tomás brings experience from companies like Google, Netflix, and Booking.com, and now leads both IT and business acceleration at Miro. His focus is simple but ambitious. Move beyond AI experimentation and rethink how work itself gets done. We explore new research revealing that for every hour of creative work, employees lose up to three hours to meetings, admin, emails, and maintenance tasks. That ratio is more than an inconvenience. It affects decision-making speed, employee satisfaction, and ultimately a company's ability to compete. Tomás argues that future candidates will choose employers based on how much unnecessary internal work they are expected to tolerate. In other words, reducing busy work is quickly becoming a talent strategy. One of the biggest culprits? Context switching. With dozens of browser tabs open and information scattered across tools, teams spend more time stitching together fragments than making decisions. Tomás describes how duplication of work, outdated systems, and a lack of shared context quietly erode momentum. AI, he believes, should not create more noise or another standalone tool. It needs to be embedded where collaboration already happens. We discuss the difference between single-player AI moments, where individuals use tools in isolation, and multiplayer AI collaboration, where shared context allows teams to move faster together. At Miro, this philosophy has shaped what they call an AI Innovation Workspace, a shared canvas where human insight and AI assistance coexist in real time. Tomás also shares practical advice for leaders who want to reclaim creative time. Start by identifying tasks you dislike doing that could easily be handled by someone junior. That list often reveals what AI can already automate. Then focus on building transferable skills like cognitive agility and first-principles thinking, rather than chasing every new tool. If you are wrestling with burnout, fragmented workflows, or wondering how AI can genuinely improve collaboration without overwhelming teams, this conversation offers a grounded, optimistic perspective. And yes, we even add a Beatles classic to the Spotify playlist along the way.

In this episode of Sales Is King, Dan sits down in the new Midtown Manhattan studio with Craig Bowman, SVP of Public Sector at Trellix and author of the new book Craft: CIA Elite Selling. Craig brings a wild career arc to the mic—from clandestine work with the CIA and the intelligence community to building high‑performing sales teams at Adobe and now leading public sector growth at scale.Craig unpacks how CIA tradecraft, “mission first” thinking, and AI can radically upgrade how you prospect, qualify, and win in complex B2B deals. Key topics coveredThe CIA recruitment story: from a mysterious hotel lobby interview, underground parking garages, and VCR‑filled rooms to landing his first role under commercial cover.Moving from intelligence to entrepreneurship: starting, scaling, and selling his own government contracting company, then returning post‑9/11 for a new mission.Jumping into sales at Adobe: how he was recruited, doubled his salary, and built a new intelligence division by deeply understanding the mission—not just the tech.“In the mud with the customer”: why Craig literally went to the southern border with CBP to understand the mission and coined his mantra about getting in the trenches.Influence maps vs org charts: why the real power sits with the “knuckle‑draggers” in the back of the room, not just the CIO, and how to find and engage true influencers.Frameworks without rigidity: his take on MEDDIC, Challenger, and why you coach the bottom half differently while using top performers as mentors to “shift the middle.”The AI inflection point: how he rewrote his book mid‑stream to integrate AI, and why he now spends 70% of his time using AI agents as a personal chief of staff.Craig's live AI workflow: daily scripts that summarize email, corporate updates, and account intel; auto‑generated dossiers, personas, and value hypotheses. The 90‑Second Takeover: how to send a pre‑meeting hypothesis of value, then open meetings with clarity, validation, and a working session instead of random discovery.Humility as a superpower: the intern experiment that proved “humility emails” beat cold calls, and why genuine curiosity and asking for help unlock meetings.AI from the buyer's side: why your customers are already using AI to shortlist vendors and how you should be using AI the same way to qualify where you can truly win.Metrics that actually matter: the question Craig asks every customer about how they'll measure value 7 months after buying—then how he uses that in MEDDIC the right way.The seven criteria of a successful seller: why he evaluates inputs (character, curiosity, rigor) rather than just outputs (pipeline, quota).Mentors and pivotal leaders: from his grandfather and tough college professor to powerful women leaders in the intelligence community and sales leaders like Ken Karsten.Who this episode is forEnterprise and public sector sellers trying to win complex, multi‑stakeholder deals.Sales leaders looking to blend frameworks like MEDDIC with modern AI and real coaching.Rev leaders who want their teams “in the mud with the customer” instead of stuck on Zoom.Listen for these takeawaysWhy you must deeply understand your customer's mission—and often physically go to the “border” or “boat”—before pitching technology.How to build influence maps, not just chase titles on an org chart.A tested AI + email play that interns used to book meetings your team “could never get.”A simple question that turns MEDDIC metrics from guesswork into a mutual accountability pact.Connect with CraigBook: Craft: CIA Elite Selling on Amazon (hardcover, ebook, and audiobook).Bonus material & AI scripts: unlock the members section using the book, or message Craig on LinkedIn if you bought the audio version.If you're tired of canned discovery, bad qualification, and random acts of prospecting, this conversation will change how you think about mission, AI, and what “elite selling” really looks like.

Hey there leader! Today in Leadership Lost and Found join Randy and Jim as they talk with Barry Vandeveer about his journey from software developer to CTO, CIO and now COO, and the leadership lessons he's learned along the way. We cover practical topics like transitioning from individual contributor to people leader, hiring and mentoring talent, navigating cultural change after acquisitions, making data-driven spend decisions, and the importance of listening and being available for your team. Barry also shares personal anecdotes — founding Travelocity, a brief stint as a flight attendant, earning an MBA while raising a family, recovering from burnout, and his current focus on integrating AI at Datacore — giving real-world examples of leadership in action.

In this episode myself and John are joined again by Stefano Ritondale (All Source News), CIO of Artorias and expert on Mexican drug cartels. We discuss yesterday's Mexican Army operation that killed CJNG leader “El Mencho” and the fallout.This episode will be released on all platforms immediately due to the developing nature of the situation.Ways to donate and other resources here:⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/analyzeeducate⁠⁠

For the 109th episode of the CIO podcast hosted by Healthcare IT Today, we are joined by Ryan Thousand, CIO at Dahl Memorial Healthcare Association, to talk about fractional CIO work! We kick this episode off with Thousand sharing some examples of where he has had to right-size his approach to IT in rural health. Rural health is often brought up when discussing the disadvantages they have, so to flip that, we are discussing some of the advantages rural health IT leaders have over larger health systems. Next, we dive into Thousand’s experience as a fractional CIO leader for multiple organizations. Despite needing them, many critical access hospitals unfortunately don’t have a CIO. Thousand and I talk about what the fractional CIO work looks like for these hospitals that can’t get a full CIO.  Then we talk about the biggest challenges Thousand faces as an IT leader. Next, we take a look at the places where IT doesn’t scale while also having workforce shortages. We then debate how to deal with those challenges. Lastly, we conclude this episode with Thousand sharing his advice to other CIOs and aspiring CIOs out there. Here’s a look at the questions and topics we discuss in this episode: What are some examples of where you have to kind of right-size your approach to IT in rural health? What are some advantages that rural health IT leaders have over larger health systems? I’m sure many listeners are intrigued by fractional CIO work. What’s your experience like as a fractional CIO leader for multiple organizations? Many critical access hospitals don’t have a CIO, but really need one. How’s the fractional CIO work for a hospital that can’t get a full CIO? What’s one of your biggest challenges as an IT leader? Where are places where IT doesn’t scale, but you also may have workforce shortages? How do you deal with that challenge? What advice would you give to other CIOs or aspiring CIOs out there? Now, without further ado, we’re excited to share with you the next episode of the CIO Podcast by Healthcare IT Today. We release a new CIO Podcast every ~2 weeks. You can also subscribe to the Healthcare IT Today podcast on any of the following platforms: NOTE: We’ll be updating the links below as the various podcasting platforms approve the new podcast.  Check back soon to be able to subscribe on your favorite podcast application. Apple Podcasts Google Podcasts Stitcher Podcast Radio TuneIn Spotify iHeartRadio Amazon Music Thanks for listening to the CIO Podcast on Healthcare IT Today and if you enjoy the content we’re sharing, please rate the podcast on your favorite podcasting platform. Along with the popular podcasting platforms above, you can Subscribe to Healthcare IT Today on YouTube.  Plus, all of the audio and video versions will be made available to stream on HealthcareITToday.com. We’d love to hear what you think of the podcast and if there are other healthcare CIO you’d like to see us have on the program. Feel free to share your thoughts and perspectives in the comments of this post with @techguy on Twitter, or privately on our Contact Us page. We appreciate you listening! Listen to the Latest Episodes

Siboniso Nxumalo, CIO at Old Mutual Investment Group, goes through companies’ news, local and international markets with host Stephen Grootes. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Today Alan and Mark step back from the noise to examine a market environment that feels subtly but meaningfully different. From AI euphoria giving way to harder questions, to gold's steady rise and a surprising divergence between US and emerging market inflation, the conversation centers on rotation, uncertainty, and shifting assumptions about safety. They explore whether Treasuries still anchor portfolios the way they once did, how fiscal pressures could reshape monetary policy, and why regime thinking matters for systematic investors. Beneath it all is a reminder that correlations change, narratives evolve, and adaptability remains the most durable edge in uncertain markets.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Mark on LinkedIn.Episode TimeStamps:00:00 – Introduction & market check-in02:52 – February performance: CTAs, trend following & commodities04:53 – Peak bubble? AI, metals & speculative excess07:10 – Gold demand, central banks & safe-haven flows10:40 – The AI narrative shift & tech repricing13:22 – Global rotation: US vs Europe & emerging markets15:22 – EM inflation now lower than US — why it matters21:48 – Why macro still matters (regime thinking vs stock picking)31:49 – Fiscal vs monetary dominance explained41:59 – $700B in Treasury issuance — scale of the debt...

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:Are we getting close to a bottom in software?Insiders are buying.Business formations are surging.Software job postings are rising.App creation is accelerating.Yet sentiment remains stretched.We break down what the data is actually saying. 00:00 Welcome + Disclosures 00:41 AI & Software Focus 01:20 Insider Buying Spike 02:50 Tariffs Update 05:25 Business Formation Surge 06:27 Travel & Dining Stable 06:58 Software Washout Signal 08:41 AI vs Jobs Data 10:05 App Creation Surge 11:08 Zoom + Car Wash Update 12:37 Big Earnings Week 13:50 Are We Near a Bottom? AI is reshaping software. But the data suggests expansion, not contraction.Hosted by:Sean Emory : Founder & Chief Investment Officer, Avory & Co. https://www.avory.xyz

Federal Chief Information Officer Greg Barbaccia will be adding two new titles — at least temporarily — to his work in government. The General Services Administration announced Thursday that Barbaccia will join the agency as the acting director of Technology Transformation Services. He'll be replacing Thomas Shedd, one of the few officials left at the agency who helped carry out the so-called Department of Government Efficiency's cost-cutting initiative last year. Shedd will remain at the agency as its senior advisor for fraud prevention, which the GSA said is “an area of increasing importance for the agency and the administration.” The federal CIO was also tapped as senior advisor to the GSA administrator, the agency said. In this role, advising former privacy equity executive Edward Forst, Barbaccia will focus on “emerging technologies, best practices in digital delivery, and cross-government collaboration.” The Pentagon will adhere to existing laws and regulations associated with surveillance, security and democratic processes as it fast-tracks the military's frontier AI adoption, but it won't permit companies supplying the technology to determine its rules for operation, Undersecretary of Defense for Research and Engineering Emil Michael told DefenseScoop. His comments come as the Defense Department is locked in a high-stakes dispute with Anthropic about the U.S. military's use of the startup's Claude AI model in real-world operations. During a meeting with a small group of reporters on the sidelines of the annual Microelectronics Commons summit Thursday, Michael provided updates on the department's GenAI.mil rollout and pushed for the ethics-related rift between the Pentagon and Anthropic to be resolved. “I believe and hope that they will ‘cross the Rubicon' and say, ‘This is common sense. The military has certain use cases. There are laws and regulations that govern how those use cases can be done. We're willing to comply with them,'” he said. 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.

Matt Hougan, CIO of Bitwise, breaks down why we're still in a crypto winter, the truth about central bank gold buying, and why Bitcoin's revenue problem doesn't matter… yet. We dive into the Kevin Warsh Fed era, quantum risks, and the rise of AI agents. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt Hougan, CIO of Bitwise, joins us to talk about the current state of the crypto winter and when the bottom is finally in. We explore the digital gold narrative, explaining why central bank buying—not debasement—drove gold's recent surge. Matt details the institutional vs. retail divide, the impact of Fed Chair Kevin Warsh, and the looming debate over Bitcoin's security budget. Plus, we tackle the quantum discount and how AI agents could 1000x on-chain activity. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Altcoins like Sui and Aptos fell 70%+ in 2025. * Institutions might end the winter by Q2 2026. * BTC volatility capped at 50-60% drawdowns. * Gold price surge driven by central bank buys. Timestamps: 00:00 Start 03:22 Is it still "crypto winter"? 04:34 Why January? 06:36 Market segments 08:31 Gold 10:54 Central banks & Bitcoin 12:56 Causes of the crash 14:52 Kevin Warsh 16:58 Fed hawks become doves 17:34 Quantum... oh so scary! 19:59 Bitcoin Core 21:44 Revenue 24:37 Beyond "digital gold" narrative 26:44 AI

Most companies don't realize it yet, but the way they built their technology foundations is quietly becoming a liability.Cloud costs are rising. Platforms change underneath you. AI is reshaping infrastructure from hardware to data to governance. And the strategies that once felt “safe” are now the ones creating the most risk.In this episode of IT Visionaries, host Chris Brandt sits down with Mano Bhattacharya, CTO of Nutanix, to unpack what's really happening inside enterprise technology right now. This isn't a conversation about chasing the newest tools or betting on a single future. It's about why adaptability has become the most important design principle in modern tech.Mano explains why many organizations are rethinking long-held assumptions about virtualization, cloud, and containers, and why the smartest teams are building infrastructure that gives them options over the next three to five years. They explore how AI changes the entire stack, not just applications, why data has become the real bottleneck, and why moving fast without a coherent plan can be more dangerous than moving slowly. Chapters:00:00 - The VMware Exodus Wave is Coming03:34 - VMware Broadcom Acquisition: What Changed and Why It Matters05:56 - Three Migration Paths: Stay, Move to Cloud, or Modernize09:59 - Why Containers on VMs Make Sense for Most Enterprises15:40 - The Five Stages of VMware Migration Grief21:20 - VMware Admin to Nutanix Admin: Closing the Skills Gap24:14 - The Cloud-in-a-Box Philosophy: From Boxes to Software32:30 - Opening Up the Platform: Pure Storage and Third-Party Integrations40:54 - AI Infrastructure: The End-to-End Challenge48:01 - Enterprise AI Strategy: Use Cases, Economics, and Governance56:44 - What's Next: Building the Invisible Platform for AI  -- This episode of IT Visionaries is brought to you by Meter - the company building better networks. Businesses today are frustrated with outdated providers, rigid pricing, and fragmented tools. Meter changes that with a single integrated solution that covers everything wired, wireless, and even cellular networking. They design the hardware, write the firmware, build the software, and manage it all so your team doesn't have to.That means you get fast, secure, and scalable connectivity without the complexity of juggling multiple providers. Thanks to meter for sponsoring. Go to meter.com/itv to book a demo.---IT Visionaries is made by the team at Mission.org. Learn more about our media studio and network of podcasts at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ray Dalio's Davos comments aren't a “next-week collapse” call—they're a long-cycle warning: rising debt supply can eventually force higher yields and tough policy trade-offs. Meanwhile, the S&P 500 looks calm on the surface, but sector/factor dispersion and low correlations show a fierce rotation under the hood. Lance Roberts & Michael Lebowitz examine the calm index ≠ calm market—watch dispersion and correlations for the next regime shift. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Economic Reports Show Benefits of AI Data Centers 5:17 - Why The Dow Jones Index Matters Now 9:20 - WalMart Quarterly is Proxy for Staples 12:30 - Why WalMart Valuation Matters 15:53 - Periods of Rolling Bubbles 19:45 - Has AI Cap-ex Already Been Priced-in? 22:20 - The Value-Growth Rotation 24:01 - Fed Meeting Minutes Recap 26:57 - Debunking Dalio 33:13 - Dealing with Negative, Doom & Gloom Headlines 37:10 - Mortgage-backed Bond Exposure 41:18 - Could the Yield Curve Flatten? 43:09 - Is Kevin Warsh just Jerome Powell 2.0? 44:19 - Avoid Worrying About Things Out of Your Control ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/mippkxiCJQI ------- Articles Mentioned in Today's Show: "Calm Market Waters Hide Fierce Undercurrents" https://realinvestmentadvice.com/resources/blog/calm-market-waters-hide-fierce-undercurrents/ "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ "Market Sector Review: Extreme Market Bifurcation" https://realinvestmentadvice.com/resources/blog/market-sector-review-extreme-market-bifurcation/ ------- Watch our previous show, "Q&A Wednesday: Markets, Money, and Your Questions" here: https://youtube.com/live/3xyx42x5s44 -------- The latest installment of our new feature, Before the Bell, "Dow Streak Signals Pullback ," is here: https://youtu.be/zor3I7w1wLA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #DowJones #TechnicalAnalysis #InvestingStrategy #RayDalio #Davos #MarketRotation #SP500 #RiskManagement

Ray Dalio's Davos comments aren't a "next-week collapse" call—they're a long-cycle warning: rising debt supply can eventually force higher yields and tough policy trade-offs. Meanwhile, the S&P 500 looks calm on the surface, but sector/factor dispersion and low correlations show a fierce rotation under the hood. Lance Roberts & Michael Lebowitz examine the calm index ≠ calm market—watch dispersion and correlations for the next regime shift. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Economic Reports Show Benefits of AI Data Centers 5:17 - Why The Dow Jones Index Matters Now 9:20 - WalMart Quarterly is Proxy for Staples 12:30 - Why WalMart Valuation Matters 15:53 - Periods of Rolling Bubbles 19:45 - Has AI Cap-ex Already Been Priced-in? 22:20 - The Value-Growth Rotation 24:01 - Fed Meeting Minutes Recap 26:57 - Debunking Dalio 33:13 - Dealing with Negative, Doom & Gloom Headlines 37:10 - Mortgage-backed Bond Exposure 41:18 - Could the Yield Curve Flatten? 43:09 - Is Kevin Warsh just Jerome Powell 2.0? 44:19 - Avoid Worrying About Things Out of Your Control ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/mippkxiCJQI ------- Articles Mentioned in Today's Show: "Calm Market Waters Hide Fierce Undercurrents" https://realinvestmentadvice.com/resources/blog/calm-market-waters-hide-fierce-undercurrents/ "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ "Market Sector Review: Extreme Market Bifurcation" https://realinvestmentadvice.com/resources/blog/market-sector-review-extreme-market-bifurcation/ ------- Watch our previous show, "Q&A Wednesday: Markets, Money, and Your Questions" here: https://youtube.com/live/3xyx42x5s44 -------- The latest installment of our new feature, Before the Bell, "Dow Streak Signals Pullback ," is here: https://youtu.be/zor3I7w1wLA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #DowJones #TechnicalAnalysis #InvestingStrategy #RayDalio #Davos #MarketRotation #SP500 #RiskManagement

Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves as a Board member of the Foundation for Seacoast Health, a member of the Dean's Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School. Kate is Chief of Staff and Deputy CIO at Tide Cycle. She joined the firm following a brief career pause to explore philanthropic pursuits. Kate was previously a Managing Principal and Consultant at Prime Buchholz LLC where she built successful investment programs for a variety of clients. Prior to Prime Buchholz, Kate worked at Deutsche Bank AG in New York and Mellon Trust in Boston. She is a member of the Sustainability Advisory Board at the University of New Hampshire, the Finance Committee at the Southeast Land Trust, and the Boston Economic Club. Kate volunteers with Invest for Better and CFA? (Society) Boston to promote financial literacy. Jeff and Kate, and their firm Tide Cycle, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community. One significant and growing tendency in the family office space is for wealth owners to consider and create virtual family offices. Jeff and Kate give an overview of the family office virtualization trend and describe the latest developments in this space. As part of the virtualization trend, outsourcing the investment function is increasingly common among family offices. Jeff and Kate share their perspective on the evolution of the OCIO function and practice in recent years, explaining how the function is defined and how has it changed. One major practical consideration for family offices is how to envision what to outsource and what to keep in-house. Jeff and Kate offer their tips for wealth owners and family office leaders on how to make this important and consequential decision. Another piece of practical advice Jeff and Kate have for family office principals and executives is to consider the full investment function by analyzing the full value chain of activities and players. They talk about this important consideration and highlight how family office professionals can best accomplish that goal. Do not miss this highly instructive conversation with two of the foremost leaders and practitioners in the OCIO space serving top UHNW families and their family offices.

The global order is shifting in plain sight. In this Global Macro conversation, Steen Jakobsen, inventor of the Outrages Predictions, joins Niels Kaastrup-Larsen and Alan Dunne to examine the slow grind reshaping productivity, debt, currencies, and political stability. From dollar regime risk to state capitalism, from market concentration to commodity repricing, the discussion moves beyond headlines to structural fault lines. Is gold signaling debasement? Can the U.S. sustain its debt path? Does AI lift productivity or hollow it out? Rather than predict collapse, Jakobsen outlines a drawn-out transition where capital reallocates, volatility hides beneath the surface, and political systems are tested long before markets finally react.-----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 Niels on Twitter, LinkedIn and YouTube.Follow Alan on LinkedIn.Follow Steen on LinkedIn.Episode TimeStamps: 01:38 - Introducing Steen Jakobsen03:45 - From trading floors to outrageous predictions06:32 - Dollar hedging and regime shift signals08:06 - Davos as a macro...

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's Q&A Wednesday—your questions drive the show. Lance Roberts & Danny Ratliff break down what's moving markets right now, key economic and Fed signals to watch this week, and the practical portfolio decisions that matter most (risk, allocations, income, taxes, and retirement timing). Drop your question in the live chatroom and we'll tackle as many as we can. Topics we often cover: market volatility & trend levels, rates/inflation, sector rotation, retirement income, tax strategy, ETFs vs. individual bonds, and avoiding emotional decision-making. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Wrapping Earnings Season w Highest Revenue Growth Ever 4:38 - Markets Bounce off 100-DMA 6:47 - What's Next for Crude Oil & Energy Stocks? 9:40 - How Much Money is "Enough" to Retire On? 17:48 - Study: Coffee & Dementia 19:06 - Work Benefits vs Medicare 20:41 - Capital Allocation in Current Markets 23:19 - How to Plan for 2027 25:14 - Bloom Energy & Fuel Cell Tech 26:21 - Price Floor Effects on Trading, Employment & Metals 29:56 - Extended Car Warranty Pros & Cons 31:27 - How Much Trust in Forward Guidance? 32:55 - Is Palantir Over Sold? (Yes) 33:35 - Datacenter Rage vs Fiber Optics 35:00 - Corporate Stock Buy Backs vs AI Cap-Ex Spending 35:54 - Planning to Retire at 56 36:52 - Should You Wait Until 74 for Social Security? 39:09 - Market Rotation Velocity 40:28 - Coming Attractions ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/3xyx42x5s44 ------- Articles Mentioned in Today's Show: "Seasonality: Buy Signal And Investing Outcomes" https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Bank, Brokerage, or Corporate Trustee? (It's a Matter of Trust)," here: https://youtube.com/live/MU8qVbSiqxY?feature=share -------- The latest installment of our new feature, Before the Bell, "1100-DMA Bounce: Range-Bound Markets & Energy Risk," is here: https://youtu.be/EJVtzKwAMG4 ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #TechnicalAnalysis #MovingAverages #EnergyStocks #QandAWednesday #MarketOutlook #PortfolioRisk #RetirementPlanning #InvestingEducation

Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York.  In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin's role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp======================Figure ( https://figuremarkets.onelink.me/Plnq/pompdpsweepstakes ) – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure https://figuremarkets.co/pomp ! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro 0:20 - Why deflation is the real macro risk3:32 - Navigating the AI boom & U.S. growth12:22 - Would deflation hurt bitcoin?14:08 - Elon Musk, Tesla, & convergence16:37 - Key risks investors should watch 18:45 - How ARK approaches innovation investing

Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 employees. Bobby's storied Wall Street career includes spending seven years as the Co-CIO of Millenium and twenty at Credit Suisse in a range of leadership roles spanning proprietary trading, derivatives, and asset management. Our conversation traces Bobby's path from growing up as the son of immigrants in Queens to the trading floors of O'Connor and Credit Suisse, all of which shaped his thoughtful, framework-driven perspectives on markets. We explore the evolution of prop trading and the migration of risk taking from banks to hedge funds, proprietary trading firms, and private credit. We then discuss Bobby's ambitious launch, including the principles guiding its design, scale and diversification out of the gate, talent strategy, risk management, portfolio construction, and the many tradeoffs that create the different cultures and complexions of multi-manager hedge funds. We close with Bobby's application of financial innovation to helping others. Learn more about our Strategic Investments: Ascension. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)