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Autos chinos se consolidan como la tercera fuerza del mercado mexicano Guadalajara lidera percepción de inseguridad en Jalisco: InegiVenezuela plantea nuevo diálogo político y libera a más de 600 personasMás información en nuestro podcast
Don't usually need a trigger warning on these, but the first 10ish minutes is a conversation about how big a body of water would have to be for you to get in it if there was a dead body in it. No, we don't know why we talked about that either. After that, we talk about NASCAR changing up its controversial Playoff format, James' IMSA prep for Daytona, Josef's commercial, and more.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kleine Kinder teilen nicht gerne. Ihre Schaufel gehört ihnen und niemand sonst darf sie nehmen. Im Sandkasten kann das Teilen schnell zum Drama werden. Teilen ist eine soziale Fähigkeit, die wir erst lernen müssen. Aber auch jenseits des Sandkastens lohnt es sich zu teilen. Angesichts immer knapper werdender Ressourcen, dem steigenden Bevölkerungswachstum und immer größeren Umweltproblemen stellt sich die Frage: Sollten wir nicht mehr teilen statt immer mehr zu produzieren und zu besitzen? Die Wissenschaft spricht vom „intelligenten Verzicht“ und gerade junge Generationen empfinden Besitz längst mehr als Ballast denn als Beweis ihres Erfolgs. Tausende Apps helfen beim Teilen, von Uber bis Airbnb über Kleiderkreisel und nebenan.de. Autos und Fahrten werden geteilt, Wohnungen, Spielzeug und Werkzeug. Aber nicht immer schont Teilen die Umwelt und hilft im menschlichen Miteinander. Wo liegen die Chancen und Grenzen des Teilens und welche Regeln braucht die Sharing-Economy? Erkenntnisse und Gedanken zum Teilen teilt mit uns Jan-Uwe Rogge, Autor vieler Bücher über Erziehungsfragen, der Volkswirt Thorsten Wiesel, die Sharing Economy Expertin Dominika Wruk und die Neurowissenschaftlerin und Science Slammerin Franca Parianen. Podcast-Tipp: Elterngame Das Schüsselchen mit Erdbeeren leert sich nach und nach und am Schluss ist nur noch eine Erdbeere übrig: Was, wenn beide Kids ausgerechnet beide genau DIESE letzte Erdbeere essen möchten? Teilen bei Kindern ist übrigens evolutionär bedingt nicht angeboren, sie haben einen frühkindlichen Egoismus. Wie also damit umgehen? Mehr dazu gibt's in dieser Folge von „Elterngame“, dem Erziehungspodcast von SR1. https://www.ardaudiothek.de/episode/urn:ard:episode:d2b313e2be2d8dc4/
Clayton Anderson took some time off from his absurdly busy schedule around the IU Championship game in Miami to come on and chat with Hinch and Rossi, going into what this win means for IU, and what his journey through the music industry has been like. Also, he has a bar downtown, couldn't figure out how to bring that up organically in the show notes, but go check it out. And, if you want to know more about Clayton, check out his website!+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Autoridades en Pachuca alertan por temporada de lechuzasArranca “Leche del Bienestar”, el nuevo apoyo alimentario federalEl Papa León XIV, en la mira para el Consejo Mundial de PazMás información en nuestro podcast
Digital vernetzte Autos aus China sind ein Risiko: Sie können große Mengen an Daten generieren, speichern und übermitteln. „Spionagegefahr durch chinesische Elektroautos ist real“, sagte der Präsident des Thüringer Verfassungsschutzes.
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product here in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: Today, we are here to talk about the big debates for European equities moving into 2026.It's Friday, January the 16th at 8am in London.Marina, it's great to have you on Thoughts on the Market. I think we've got a fascinating year ahead of us, and there are plenty of big debates to be exploring here in Europe. But let's kick it off with the, sort of, obvious comparison to the U.S.How are you thinking about European equities versus the U.S. right now? When we cast our eyes back to last year, we had this surprising outperformance. Could that repeat?Marina Zavolock: Yeah, the biggest debate of all Paul, that's what you start with. So, actually it's not just last year. If you look since U.S. elections, I think it would surprise most people to know that if you compare in constant currency terms; so if you look in dollar terms or if you look in Euro terms, European equities have outperformed U.S. equities since US elections. I don't think that's something that a lot of people really think about as a fact.And something very interesting has happened at the start of this year. And let me set the scene before I tell you what that is.In the last 10 years, European equities have been in this constantly widening discount range versus the U.S. on valuation. So next one's P/E there's been, you know, we have tactical rallies from time to time; but in the last 10 years, they've always been tactical. But we're in this downward structural range where their discount just keeps going wider and wider and wider. And what's happened on December 31st is that for the first time in 10 years, European equities have broken the top of that discount range now consistently since December 31st. I've lost count of how many trading days that is. So about two weeks, we've broken the top of that discount range. And when you look at long-term history, that's happened a number of times before. And every time that happens, you start to go into an upward range.So, the discount is narrowing and narrowing; not in a straight line, in a range. But the discount narrows over time. The last couple of times that's happened, in the last 20 years, over time you narrow all the way to single digit discount rather than what we have right now in like-for-like terms of 23 percent.Paul Walsh: Yeah, so there's a significant discount. Now, obviously it's great that we are seeing increased inflows into European equities. So far this year, the performance at an index level has been pretty robust. We've just talked about the relative positioning of Europe versus the U.S.; and the perhaps not widely understood local currency outperformance of Europe versus the U.S. last year. But do you think this is a phenomenon that's sustainable? Or are we looking at, sort of, purely a Q1 phenomenon?Marina Zavolock: Yeah, it's a really good question and you make a good point on flows, which I forgot to mention. Which is that, last year in [Q1] we saw this really big diversification flow theme where investors were looking to reduce exposure in the U.S., add exposure to Europe – for a number of reasons that I won't go into.And we're seeing deja vu with that now, mostly on the – not really reducing that much in U.S., but more so, diversifying into Europe. And the feedback I get when speaking to investors is that the U.S. is so big, so concentrated and there's this trend of broadening in the U.S. that's happening; and that broadening is impacting Europe as well.Because if you're thinking about, ‘Okay, what do I invest in outside of seven stocks in the U.S.?' You're also thinking about, ‘Okay, but Europe has discounts and maybe I should look at those European companies as well.' That's exactly what's happening. So, diversification flows are sharply going up, in the last month or two in European equities coming into this year.And it's a very good question of whether this is just a [Q1] phenomenon. [Be]cause that's exactly what it was last year. I still struggle to see European equities outperforming the U.S. over the course of the full year because we're going to come into earnings now.We have much lower earnings growth at a headline level than the U.S. I have 4 percent earnings growth forecast. That's driven by some specific sectors. It's, you know, you have pockets of very high growth. But still at a headline level, we have 4 percent earnings growth on our base case. Consensus is too high in our view. And our U.S. equity strategists, they have 17 percent earnings growth, so we can't compete.Paul Walsh That's a very stark difference.Marina Zavolock: Yeah, we cannot compete with that. But what I will say is that historically when you've had these breakouts, you don't get out performance really. But what you get is a much narrower gap in performance. And I also think if you pick the right pockets within Europe, then you could; you can get out performance.Paul Walsh: So, something you and I talked about a lot in 2025, is the bull case for Europe. There are a number of themes and secular dynamics that could play out, frankly, to the benefits of Europe, and there are a number of them. I wondered if you could highlight the ones that you think are most important in terms of the bull case for Europe.Marina Zavolock: I think the most important one is AI adoption. We and our team, we have been able to quantify this. So, when we take our global AI mapping and we look at leading AI adopters in Europe, which is about a quarter of the index, they are showing very strong earnings and returns outperformance. Not just versus the European index, but versus their respective sectors. And versus their respective sectors, that gap of earnings outperformance is growing and becoming more meaningful every time that we update our own chart.To the point that I think at this rate, by the second half of this year, it's going to grow to a point that it's more difficult for investors to ignore. That group of stocks, first of all, they trade again at a big discount to U.S. equivalent – 27 percent discount. Also, if you see adoption broadening overall, and we start to go into the phase of the AI cycle where adopters are, you know, are being sought after and are seen as in the front line of beneficiaries of AI. It's important to remember Europe; the European index because we don't have a lot of enablers in our index. It is very skewed to AI adopters. And then we also have a lot of low hanging fruit given productivity demographic challenges that AI can help to address. So that's the biggest one.Paul Walsh: Understood.Marina Zavolock: And the one I've spent most time on. But let me quickly mention a few others. M&A, we're seeing it rising in Europe, almost as sharply as we're seeing in the U.S. Again, I think there's low hanging fruit there. We're seeing easing competition commission rules, which has been an ongoing thing, but you know, that comes after decade of not seeing that. We're seeing corporate re-leveraging off of lows. Both of these things are still very far from cycle peaks. And we're seeing structural drivers, which for example, savings and investment union, which is multifaceted. I won't get into it. But that could really present a bull case.Paul Walsh: Yeah. And that could include pensions reform across Europe, particularly in Germany, deeper capital…Marina Zavolock: We're starting to see it.Paul Walsh: And in Europe as well, yeah. And so just going back to the base case, what are you advocating to clients in terms of what do we buy here in Europe, given the backdrop that you've framed?Marina Zavolock: Within Europe, I get asked a lot whether investors should be investing in cyclicals or value. Last year value really worked, or quality – maybe they will return. I think it's not really about any of those things. I think, similar to prior years, what we're going to see is stock level dispersion continuing to rise. That's what we keep seeing every month, every quarter, every year – for the last couple of years, we're seeing dispersion rising.Again, we're still far from where we normally get to, when we get to cycle peaks. So, Europe is really about stock picking. And the best way that we have at Morgan Stanley to capture this alpha under the surface of the European index. And the growth that we have under the surface of the index, is our analyst top picks – which are showing fairly consistent outperformance, not just versus the European index, but also versus the S&P. And since inception of top picks in 2021, European top picks have outperformed the S&P free float market cap weighted by over 90 percentage points. And they've outperformed, the S&P – this is pre-trade – by 17 percentage points in the last year. And whatever period we slice, we're seeing out performance.As far as sectors, key sectors, Banks is at the very top of our model. It's the first sector that non-dedicated investors ask me about. I think the investment case there is very compelling. Defense, we really like structurally with the rearmament theme in Europe, but it's also helpful that we're in this seasonal phase where defense tends to really outperform between; and have outsized returns between January and April. And then we like the powering AI thematic, and we are getting a lot of incoming on the powering AI thematic in Europe. We upgraded utilities recently.Paul, maybe if I ask you a question, one sector that I've missed out on, in our data-driven sector model, is the semis. But you've worked a lot with our semi's team who are quite constructive. Can you tell us about the investment case there?Paul Walsh: Yeah, they're quite constructive, but I would say there's nuance within the context of the sector. I think what they really like is the semi cap space, which they think is really well underpinned by a robust, global outlook for wafer fab equipment spend, which we see growing double digits globally in both 2026 and 2027.And I think within that, in particular, the outlook for memory. You have something of a memory supercycle going on at the moment. And the outlook for memory is especially encouraging. And it's a market where we see it as being increasingly capacity constrained with an unusually long order book visibility today, driven really by AI inference. So strong thematic overlay there as well.And maybe I would highlight one other key area of growth longer term for the space, which is set to come from the proliferation of humanoid robots. That's a key theme for us in 2025. And of course, we'll continue to be so, in the years to come. And we are modeling a global Humanoids Semicon TAM of over $300 billion by 2045, with key pillars of opportunity for the semi names to be able to capitalize on. So, I think those are two areas where, in particular, the team have seen some great opportunities.Now bringing it back to the other side of the equation, Marina, which sectors would you be avoiding, within the context of your model?Marina Zavolock: There's a collection of sectors and they, for the most part, are the culprits for the low growth that we have in Europe. So simply avoiding these could be very helpful from a growth perspective, to add to that multiple expansion. These are at the bottom of our data driven, sector models. So, these are Autos, Chemicals, Luxury Transport, Food and Beverage.Most of these are old economy cyclicals. Many of these sectors have high China/old economy exposure – as well where we're not seeing really a demand pickup. And then lastly, a number of these sectors are facing ever rising China competition.Paul Walsh: And I think, when we weigh up the skew of your views according to your model, I think it brings it back to the original big debate around cyclicals versus defensives. And your conclusion that actually it's much more complicated than that.Marina, thanks for taking the time to talk.Marina Zavolock: Great to speak with you Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Sara Eisen & David Faber kicked off the hour with a look at consumer affordability ahead of some key White House events today around the topic - before breaking down the market picture with Trivariate's Adam Parker, along with one tech analyst who says investor sentiment hasn't been this negative on software in a decade. Plus: alternative energy stocks jumping as a key group reportedly meets at the White House today to talk about AI power - hear the latest reporting, this hour... and a deep-dive on the Administration's newest push on auto affordability in a wide-ranging all-star interview you don't want to miss with Transportation Sec. Sean Duffy, the head of the EPA Lee Zeldin, and USTR's Jamieson Greer.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
James definitively says he hates Sour Patch Kids, and there's no way he can deny or walk that back at all. Go criticize him for it on Social Media. Plus, the 2026 racing season is kicking off with the Chili Bowl and the Roar Before the 24, we have a pretty great concert lineup, and more.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nach 25 Jahren Vorbereitung steht das EU-Mercosur-Handelsabkommen kurz vor der Unterzeichnung durch EU-Kommissionspräsidentin Ursula von der Leyen. Ziel ist es, Handel und Investitionen zu fördern, insbesondere in den Bereichen Landwirtschaft, Autos und Rohstoffe. Während Vertreter aus Brasilien das Abkommen als „Win-Win-Situation“ loben, stößt es in Europa auf heftigen Widerstand, vor allem von Landwirten und Politikern, die vor negativen Folgen für die Lebensmittelsicherheit und die heimische Landwirtschaft warnen.
Cherokee Media Group's Bill Zadeits hosted a fireside chat with Fan Jin, global leader of Amazon Autos, during Used Car Week 2025. Their wide-ranging conversation about the past, present and future of the online platform and its involvement with automakers and dealers is now available through this episode of the Auto Remarketing Podcast.
Hinch and Rossi (and definitely not Thim) got invited to watch IU whoop some butt in the Peach Bowl, and they take us through the day. Plus, Hinch reveals we may have a high-profile listener. If you're reading this, Mark, come on the show!+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Enrique Quintana
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Smart glasses everywhere, robots in your living room, and 73.9% of global ad spend concentrated in just 25 companies.Kate Scott-Dawkins, Jeff Foster, and Nidhi Shah break down what really matters for advertisers from CES: the explosion of robotics and smart home ecosystems, a wave of smart glasses and next-gen TVs, and what this growing “surface area” for media means for targeting, measurement, and creative. They also unpack WPP Media's latest Top 25 Global Media Owners update, where those players are now expected to account for 73.9% of total ad industry revenue — and how consolidation, regulation, and AI could reshape that landscape.We also look ahead to 2026: the impact of a packed sports calendar and US midterm elections on ad pricing and inventory, rising youth-focused social regulation (inspired by Australia and Europe), and new AI-driven business models on both the content and media owner side.Listen for:What CES 2026's robots, smart homes, and smart glasses really signal for brandsHow the Top 25 media owners reaching 73.9% share changes planning and partnership strategyWhere new ad opportunities may emerge in ecosystems like autos, connected homes, and creator platformsKey risks and catalysts for 2026: regulation, labor negotiations, mega-deals, and sports/election cycles00:00-CES recap: robots, smart homes and health tech03:29-Macro backdrop: jobs, inflation and retail context05:39-Next-gen TVs and hardware ecosystems09:23-Autos, energy tech and AI infrastructure13:10-Creators, fandom and sports at CES14:50-Top 25 global media owners and consolidation18:22-Smart glasses boom and new ad surfaces20:49-2026 outlook: deals, sports, elections and AI26:16-Advertising Intelligence framework and earnings preview
Avanza justicia para Agostina Jalabert 4 estados libres del Gusano Barrenador ICE dispara a dos venezolanos en PortlandMás información en nuestro Podcast
We are Back! Und warum nicht das Jahr mal mit ner Casual Schneeballschlacht anfangen? Wir brauchen die Bewegung to be honest auch, manche Kurven brauchen dringen mal wieder den Trend nach unten. Zwischen Looksmaxing und unseren wirklich schicksalhaften Unannehmlichkeiten mit unseren Autos gehts diese Woche um die Frage, wie wir eigentlich mit nem Shitstorm vom anderen umgehen würden und warum 14 Jährigen dringend geraten wird, nicht im Stehen zu pinkeln... Hier findest du alle Infos & exklusive Rabatte unserer Werbepartner: https://linktr.ee/podcast_hobbylos Hobbylos ist eine Produktion von Spotify Studios. Kontakt: hobbylos@youmgmt.de Learn more about your ad choices. Visit podcastchoices.com/adchoices
The discussion turns inward as the panel explores how collectors actually decide what matters in their collection. Is value something you discover after the fact, or does price itself shape what you end up wanting? From year end pickup lists to war chests and oddball discoveries, this segment digs into how taste, memory, scarcity, and market signals quietly influence collecting behavior. The conversation also examines whether price is just opinion or a real source of power, why some cards only enter our consciousness once they sell for big money, and how story, provenance, and rarity create lasting interest in both vintage cards and on card autographs. In this episode: Whether seeing a big sale can change how desirable a card feels Ranking cards by personal meaning vs ranking them by market value Year end pickup lists as reflection, obligation, or performance The difference between mainstream comps and niche or oddball demand Why vintage cards retain relevance even without generational connection Price as a unit of exchange and why it still matters, even for purists Vintage on card autographs: durability, unknown supply, and rarity within rarity How story and provenance can outweigh condition and grade You can explore the Hobby Spectrum assessment and opt into the Spectrum Directory at HobbySpectrum.com. Sports Cards Live streams every Saturday night on YouTube, with the full audio released here on podcast platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Pato slides in DMs, and Thim doesn't check the Off Track ones, which almost led to the guys missing the chance to cheer on IU in person this weekend. Plus, Alex is training for the season opener and Hinch agrees to bike 100 miles if Ross gets over his hatred of running and does a half marathon with Hinch.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Remodelan Terminal 2 del AICM para mejorar vialidad y seguridad Toluca inicia operativos por Hoy No Circula Irán corta internet para frenar protestas en su territorioMás información en nuestro Podcast
Hinch and Rossi sit down to make their predictions for what 2026 will bring in IMSA, NASCAR, F1, and IndyCar.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
For the first show of 2026, Paul Herrold of the Sons of Speed sits in for Jill who is traveling. Paul and Tom address a number of topics to open the show, including annoying helper AI bots on dealership websites, the death of the Karma Revero (once known as the Fisker Karma), and the return of the Hemi engine to the Ram 1500 lineup. Still in the first segment, Tom reviews the 2026 Nissan Kicks. Tom is impressed by just how much equipment can be had on this small, practical crossover. In the second segment, Paul and Tom are joined by Tim Healey of The Truth About Cars. The guys dare to predict what's coming for the car industry in 2026, especially for electric cars and Cadillac; they also address vehicle affordability and sales. In the last segment Tim joins Paul for Tom's “Best Sellers of 1976” quiz. Listen in to hear who won. Paul wraps up the show with a surprisingly long list of vehicles that didn't return for 2026.
Mike and Jesse are back to break down the NFL playoff picture and what it means for the sports card market. They discuss which quarterbacks have the most price upside heading into Wild Card Weekend (is Bryce Young a buy?!) and which stars they are looking to sell immediately, including Aaron Rodgers and Trevor Lawrence. Later, the guys welcome Aaron Abrams (25:10), Director of Entertainment and Pop Culture Cards at Topps, for a fascinating look into the non-sports boom. Aaron shares the chaotic, cross-country story of how Topps secured the Ryan Reynolds and Hugh Jackman dual on-card autos for Marvel Chrome, discusses the "Product of the Year" success of Disney Chrome, and teases a massive surprise coming in Pixar Gold. The guys close out the episode by looking at the final Gem Rate numbers from 2025, reflecting on surprises in the card grading market from last year. And then answer a bunch of mailbag questions including everything from their favorite products of 2025 to chest bumps in the wild and why baseball got the short end of the stick with Exquisite Collection. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cambian accesos a la embajada de EU para trámites Buscan a siete tripulantes desaparecidos en costas de ChiapasCuba reporta muerte de militares en operación de EU en VenezuelaMás información en nuestro podcast
Importación de vehículos usados se mantendrá vigente hasta noviembre de 2026 Rosca gigante en el Ángel: Brugada parte el pan y le toca pagar los tamalesSuiza congela cuentas de Nicolás MaduroMás información en nuestro podcast
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CFE avanza tras sismo en Guerrero, casi 76% ya con luzSin agua este sábado en gran parte de GuadalajaraEn Los Alpes avalanchas dejan muertos y desaparecidosMás información en nuestro Podcast
Incendio en bar en Suiza deja 40 muertos en Año Nuevo No hay mexicanos afectados en tragedia en Suiza: SRE27 autos quemados en IztapalapaMás información en nuestro Podcast
Neues Jahr, neue Vorsätze. In dieser Neujahrsfolge macht Jörg eines ganz klar: Alles, was du dir an Zielen setzt, ist möglich. Die eigentliche Herausforderung liegt nicht im Ziel selbst, sondern in den Handlungen, die wirklich darauf einzahlen. Vielleicht weißt du schon, was du willst. Vielleicht kennst du sogar dein Warum. Aber was passiert danach? Genau an diesem Punkt setzt diese Folge an. Jörg spricht darüber, warum viele Menschen trotz klarer Ziele stehen bleiben – und weshalb die Komfortzone dabei eine entscheidende Rolle spielt. Du erfährst, warum Wachstum immer außerhalb deiner Komfortzone beginnt, warum dieser Schritt sich oft unangenehm anfühlt und weshalb du langfristig trotzdem wieder in einer neuen Komfortzone ankommst. Und warum genau das kein Rückschritt ist, sondern der natürliche Weg von Entwicklung. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg: UnternehmenX - Dein Weg zum erfolgreichen Unternehmensberater: https://linktw.in/qUCMZF Das Seminar für echte Unternehmensführung am 13.12.25 - Ticket sichern: https://linktw.in/BpLQqj ► Instagram: https://www.instagram.com/joergkintzel/ ► YouTube: https://www.youtube.com/@joergkintzel ► LinkedIn: https://www.linkedin.com/in/jörg-kintzel-vertrieb-unternehmertum/ ► Homepage: https://joergkintzel.com/ Jörg Kintzel ist Vorstand, selbstständiger Handelsvertreter und Aktionär der Valuniq AG, einer der größten unabhängigen Finanzdienstleister Deutschlands (gem. jährlicher Cash-Rangliste). Gemeinsam mit seiner Frau Birgit Elisabeth Kintzel führt er als Unternehmer und Investor die SVART GmbH, ein Family Office, das verschiedene Beteiligungen an Unternehmen und Start-ups bündelt. Mit der SVART GmbH fördern Jörg und Birgit Elisabeth Kintzel zusammen ganz gezielt Ideen und setzen sie gemeinsam in die Tat um. Über Erfolge wird leider in Deutschland viel zu wenig geredet, dabei hat dieses Land Unglaubliches und auch viele Innovationen zu verbuchen. Darum ist es ihnen ein persönliches Anliegen, ihr Wissen und ihre Finanzkraft in Menschen zu investieren und diese Erfolge sichtbarer und größer zu machen. Denn sie werden zukünftig dazu beitragen, dieses Land nach vorne zu bringen. Impressum: https://joergkintzel.com/impressum/ __________ KINTZEL MINDSET, Jörg Kintzel, Business, Unternehmertum, Wirtschaft, Interviewpodcast, Wirtschaftspodcast, Investor, Geld, Autos, Uhren, Mindset, Family Office, Unternehmer, Performance, Unternehmen gründen, Verkauf, Sales, Start-Up, Vertrieb, Mindset, Erfolg, Persönlichkeitsentwicklung, Selbstbewusstsein, Leadership, Produktivität, Motivation, Karriere, Unternehmertum, Nein sagen, Entscheidungsfindung, Selbstmanagement, Zielsetzung, Selbstreflexion, Kommunikation, Kundenakquise, Zeitmanagement, Selbstvertrauen, Erfolgsstrategien, Verkaufstechniken, Resilienz, Stressmanagement, Mentaltraining, Selbstwirksamkeit, Netzwerken, Innovationsgeist, Business-Strategien, Work-Life-Balance, Weiterbildung
Recuperan cilindro con gas cloro robado en Morelia FGR y Sedena clausuran tomas ilegales de combustible en Jalisco Palestina acusa a Israel de silenciar a ONG's en GazaMás información en nuestro Podcast
Hinch talks about throwing up on airplanes, guys recap their Christmases, then get into what they're looking forward to in 2026.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In Ägyptens Hauptstadt trifft der Basar auf die Mall, Luxus am Nil auf Nagelstudios im Müllviertel, Tuktuks flitzen zwischen dauerhupenden Autos. In dieser Folge der Hintergrund-Serie „Weltstädte” nimmt uns Korrespondentin Anna Osius mit durch Kairo. Osius, Anna www.deutschlandfunk.de, Hintergrund
Agricultura refuerza control sanitario para proteger cultivos de plátano Autos hechos en México dominan ventasMás información en nuestro Podcast
Vence verificación obligatoria para autotransporte Sheinbaum promueve actividades en Lago de TexcocoRusia intensifica ataques antes de reunión claveMás información en nuestro podcast
¡Toma precauciones! Sigue la Contingencia Ambiental en el Edomex La carretera Macuspana–Escárcega, casi lista con 98 % de avance Se avecina tormenta invernal en Nueva York y noreste de EUMás información en nuestro Podcast
An jedem Wochentag rollen rund 464.000 Personen mit dem Auto nach Wien. Das ist eine gewaltige Zahl, zumal laut Verkehrsclub Österreich durchschnittlich auch nur rund eine Person, konkret 1,14, in jedem Auto sitzt. Damit nimmt der Pendlerverkehr viel Platz ein und verursacht neben Abgasen auch immer wieder Staus. Wie könnten alternative Konzepte aussehen, und wie müsste Wien generell gestaltet sein, damit weniger Menschen mit dem Auto durch die Stadt düsen und stattdessen in Öffis steigen oder in die Pedale treten? Darüber und über die Frage, ob Wien jemals eine autofreie Stadt werden kann, sprechen wir in dieser Folge mit Barbara Laa. Sie ist Verkehrsexpertin und forscht an der TU Wien zu den Themen nachhaltige Verkehrssysteme, Stadtentwicklung und Zukunft der Mobilität. **Hat Ihnen dieser Podcast gefallen?** Mit einem STANDARD-Abonnement können Sie unsere Arbeit unterstützen und mithelfen, Journalismus mit Haltung auch in Zukunft sicherzustellen. Alle Infos und Angebote gibt es hier: [abo.derstandard.at](https://abo.derstandard.at/?ref=Podcast&utm_source=derstandard&utm_medium=podcast&utm_campaign=podcast&utm_content=podcast)
Anuncian concierto gratuito en el Zócalo No te pierdas la pista de hielo gratuita en la Miguel Hidalgo Archivo Epstein suma un millón de documentos
Detiene a tres por robo de dinero en venta de auto en Iztapalapa Corte frena plan de Trump de mandar a la GN a Illinois
James can't grasp his head around the concept of Christmas Eve Eve, plus the guys talk about traditions, plans for the holidays, IndyCar's new officiating system, and more. Like everyone else, we're mourning the passing of the Biffle Family and the others in the tragic accident last week.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today's show features: - Lawrence Breaud, Dealer Principal at Autos of Forney/VinFast - Jiovan Melendez, Sr. Director, Product at Podium - Liam Golightley, VP, Customer Success at Podium - Kate Downing, COO of Williams Auto Group This episode is brought to you by: Overfuel – Dealers: You're torching $30 of every $100 in marketing spend when your site flunks Google's basic performance test. Why keep using outdated website technology that's killing your profits? Overfuel is the new technical standard in automotive websites, proven to grow sales by 30%+. Whether you need more revenue or better support, they've got you covered. Go to https://overfuel.com/ and use code CDG500 in the comment box for $500 OFF. Podium – Podium is redefining how dealerships engage and convert customers by acting as a fully trained, fully coachable AI team member available 24/7. Dealers can customize Jerry to follow their exact playbooks, speak in their brand voice, and drive more appointments and revenue. Learn more at https://www.podium.com/car-dealership-guy CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit https://cdgcircles.com/ to learn more. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at https://carguymedia.com/cdglive and we hope to see you in Vegas! -- Check out Car Dealership Guy's stuff: CDG News ➤ https://news.dealershipguy.com/ CDG Jobs ➤ https://jobs.dealershipguy.com/ CDG Recruiting ➤ https://www.cdgrecruiting.com/ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy/ Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
Tim was woken up by a car chase, James has ideas for in-flight entertainment, and Alex is annoyed. Plus, Colton made his F2 test debut, F1 added a new track, and the guys wonder about next year.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Ariana Salvatore: And I'm Ariana Salvatore, U.S. Public Policy Strategist.Michael Zezas: Today we'll be talking about the outlook for U.S. public policy and its interaction with markets into 2026.It's Wednesday, December 17th at 10:30am in New York.So, Ariana, we published our year ahead outlook last month. And since then, you've been out there talking to clients about U.S. public policy, its interaction with markets, and how that plays into 2026. What sorts of topics are on investors' minds around this theme?Ariana Salvatore: So, the first thing I'd say is clients are definitely interested in our more bullish outlook, in particular for the U.S. equity market. And normally we would start these conversations by talking through the policy variables, right? Immigration, deregulation, fiscal, and trade policy. But I think now we're actually post peak uncertainty for those variables, and we're talking through how the policy choices that have been made interact with the outlook.So, in particular for the equity market, we do think that some of the upside actually is pretty isolated from the fact that we're post peak uncertainty on tariffs, for example. Consumer discretionary – the double upgrade that our strategists made in the outlook has very little to do with the policy backdrop, and more to do with fundamentals, and things like AI and the dollar tailwind and all of all those factors.So, I think that that's a key difference. I would say it's more about the implementation of these policy decisions rather than which direction is the policy going to go in.Michael Zezas: Picking up on that point about policy uncertainty, when we were having this conversation a year ago, right after the election, looking into 2025, the key policy variables that we were going to care about – trade, fiscal policy regulation – there was a really wide range of plausible outcomes there.With tariffs, for example, you could make a credible argument that they weren't going to increase at all. But you could also make a credible argument that the average effective tariff rate was going to go up to 50 or 60 percent. While the tariff story certainly isn't over going into 2026, it certainly feels like we've landed in a place that's more range bound. It's an average effective tariff rate that's four to five times higher than where we started the year, but not nearly as high as some of the projections would have. There's still some negotiation that's going on between the U.S. and China and ways in which that could temporarily escalate; and with some other geographies as well. But we think the equilibrium rate is roughly around where we're at right now.Fiscal policy is another area where the projections were that we were going to have anything from a very substantial deficit expansion. Tax cuts that wouldn't be offset in any meaningful way by spending cuts; to a fiscal contraction, which was going to be more focused on heavier spending cuts that would've more than offset any tax cuts. We landed somewhere in between. It seems like there's some modest stimulus in the pipe for next year. But again, that is baked. We don't expect Congress to do much more there.And in terms of regulation, listen, this is a little bit more difficult, but regulatory policy tends to move slowly. It's a bureaucratic process. We thought that some of it would start last year, but it would be in process and potentially hit next year and the year after. And that's kind of where we are.So, we more or less know how these variables have become something closer to constants, and to your point, Ariana now it's about observing how economic actors, companies, consumers react to those policy choices. And what that means for the economy next year.All that said, there's always the possibility that we could be wrong. So, going back to tariffs for a minute, what are you looking at that could change or influence trade policy in a way that investors either might not expect or just have to account for in a new way?Ariana Salvatore: So, I would say the clearest catalyst is the impending decision from the Supreme Court on the legality of the IEEPA tariffs. I think on that front, there are really two things to watch. The first is what President Trump does in response. Right now, there's an expectation that he will just replace the tariffs with other existing authorities, which I think probably should still be our base case. There's obviously a growing possibility, we think, that he actually takes a lighter touch on tariffs, given the concerns around affordability. And then the second thing I would say is on the refunds piece. So, if the Supreme Court does, in fact, say that the Treasury has to pay back the tariff revenue that it's collected, we've investigated some different scenarios what that could look like. In short, we think it's going to be dragged out over a long time period, probably six months at a minimum. And a lot of this will come down to the implementation and what specifically Treasury and CBP, its Customs and Border Protection, sets up to get that money back out to companies.The second catalyst on the trade front is really the USMCA review. So, this is an important topic because it matters a lot for the nearshoring narrative, for the trade relationship that the U.S. has with Mexico and Canada. And there are a number of sectors that come into scope. Obviously, Autos is the clearest impact.So, that's something that's going to happen by the middle of next year. But early in January, the USTR has to give his evaluation of the effectiveness of the USMCA to Congress. I think at that point we're going to start to see headlines. We're going to go start to see lawmakers engage more publicly with this topic. And again, a lot at stake in terms of North American supply chains. So that's going to be a really interesting development to keep an eye on next year too.Michael Zezas: So, what about things that Congress might do? Recently the President and Democrats have been talking about the concept of affordability in the wake of some of the off-cycle elections, where that appeared to influence voter behavior and give Democrats an advantage. So are there policies, any legislative policies in particular, that might come to the forefront that might impact how consumers behave?Ariana Salvatore: So a really important starting point here is just on the process itself, right? So, as we've said, one of the more reliable historical priors is that it's difficult to legislate during election years. That's a function of the fact that lawmakers just aren't in D.C. as often. You also have limited availabilities in terms of procedure itself because Republicans would have to probably do another Reconciliation Bill unless you get some bipartisan support.But hitting on this topic of affordability, there really are a few different things on the table right now. Obviously, the President has spoken about these tariff dividend checks, the $2,000. They've spoken about making changes on housing policy, so housing deregulation, and then the third is on these expanded ACA subsidies.Those were obviously the crux of the government shutdown debate. And for a variety of reasons, I think each of these are really challenging to see moving over the finish line in the coming months. We think that you would need to see some sort of exogenous economic downturn, which is not currently in our economists' baseline forecast, to really get that kind of more reactive fiscal policy.And because of those procedural constraints, I would just go back to the point we were saying earlier around tariff policy and maybe the Supreme Court decision, giving Trump this opportunity to pull back a little bit. It's really the easiest and most available policy lever he has to address affordability. And to that point, the administration has already taken steps in this direction. They provided a number of exemptions on agricultural products and said they weren't going to move forward with the Section 232 tariffs on semiconductors in the very near term. So, we're already seeing directionally, I would say, movement in this area.Michael Zezas: Yeah. And I think we should also keep our eye on potential legislation around energy exploration. This is something that in the past has had bipartisan support loosening up regulations around that, and it's something that also ties into the theme of developing AI as a national imperative. That being said, it's not in our base case because Democrats and Republicans might agree on the high points of loosening up regulations for energy exploration. But there's a lot of disagreements on the details below the surface.But there's also the midterm elections next year. So, how do you think investors should be thinking about that – as a major catalyst for policy change? Or is it more of the same: It's an interesting story that we should track, but ultimately not that consequential.Ariana Salvatore: So obviously we're still a year out. A lot can change. But obviously we're keeping an eye on polling and that sort of data that's coming in daily at this point. The historical precedent will tell you that the President's party almost always loses seats in a midterm election. And in the House with a three-seat majority for Republicans, the bar's actually pretty low for Democrats to shift control back. In the Senate, the map is a little bit different. But let's say you were to get something like a split Congress, we think the policy ramifications there are actually quite limited. If you get a divided government, you basically get fiscal gridlock. So, limits to fiscal expansion, absent like a recession or something like that – that we don't expect at the moment. But you really will probably see legislation only in areas that have bipartisan support.In the meantime, I think you could also expect to see more kind of political fights around things like appropriations, funding the government, the debt ceiling that's typical of divided governments, unless you have some area of bipartisan support, like I said. Maybe we see something on healthcare, crypto policy, AI policy, industrial policy is becoming more of the mainstream in both parties, so potentially some action there.But I think that's probably the limit of the most consequential policy items we should be looking out for.Michael Zezas: Right, so the way I've been thinking about it is: No clear new policies that someone has to account for coming out of the midterms. However, we definitely have to pay attention. There could be some soft signals there about political preferences and resulting policy preferences that might become live a couple years down the line after we get into the 2028 general elections – and the new power configuration that could result from that.So – interesting, impactful, not clear that there'll be fundamental catalysts. And probably along the way we should pay attention because markets will discount all sorts of potential outcomes. And it could get the wrong way on interpreting midterm outcomes, which could present opportunities. So, we'll certainly be tracking that throughout 2026.Ariana Salvatore: Yeah. And if you think about the policy items that President Trump has leaned on most heavily this year and that have mattered for markets, there are things in the executive branch, right? So, tariff policy obviously does not depend on Congress. Deregulation helps if you have fundamental backing from Congress but can occur through the executive agencies. So, to your point, less to watch out for in terms of how it will shift Trump's behavior.Michael Zezas: Well, Ariana, thanks for taking the time to talk.Ariana Salvatore: Always great speaking with you, Michael.Michael Zezas: And to our audience, thanks for listening. If you enjoy thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.
IMS and IndyCar President Doug Boles joins us to take us through the changes happening to IndyCar's officiating during this off season. Plus, he tells us why he's busier now than during the season, what's going on with the turn 2 repave, and more! +++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Auch nach 2035 sollen Autos mit Verbrenner-Technologie in der EU neu zugelassen werden können, Diskussion über Verbrenner-Aus und E-Mobilität: Stadt vs. Land, Europäer bieten Ukrainern Schutztruppen an, Russische Regierung äußert sich ablehnend gegen Ukraine-Gipfel in Berlin, Täter von Terroranschlag in Australien mit 15 Toten möglicherweise von islamistischer Terrororganisation IS beeinflusst, Mögliche Anschlagspläne in Magdeburg: 21-Jähriger soll abgeschoben werden, Neue Metro-Station im historischen Herzen Roms eröffnet, Das Wetter
Escucha la terrible historia de una chica que por estar texteando desde su celular casi causa una terrible tragedia en un barrio residencial. Se metió al patio trasero de una casa... si vas a manejar ¡No textees! Mantente al día con los últimos de 'El Bueno, la Mala y el Feo'. ¡Suscríbete para no perderte ningún episodio!Ayúdanos a crecer dejándonos un review ¡Tu opinión es muy importante para nosotros!¿Conoces a alguien que amaría este episodio? ¡Compárteselo por WhatsApp, por texto, por Facebook, y ayúdanos a correr la voz!Escúchanos en Uforia App, Apple Podcasts, Spotify, y el canal de YouTube de Uforia Podcasts, o donde sea que escuchas tus podcasts.'El Bueno, la Mala y el Feo' es un podcast de Uforia Podcasts, la plataforma de audio de TelevisaUnivision.
Hinch spent more than two weeks in the air this year, which he breaks down for us, before the guys go into the F1 championship finale, talking about what's to come for the sport in the years to come.+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hinch is in Abu Dhabi with the F1TV crew, so he took some time to chat with lead Formula One commentator for F1TV, Alex Jacques. He takes Hinch through how he got into racing, his progression in F1, and the most exciting race he's ever watched. Spoiler alert, it's an Indy 500. Check out Alex's book, Grid to Glory!+++Off Track is part of the SiriusXM Sports Podcast Network. If you enjoyed this episode and want to hear more, please give a 5-star rating and leave a review. Subscribe today wherever you stream your podcasts.Want some Off Track swag? Check out our store!Check out our website, www.askofftrack.comSubscribe to our YouTube Channel.Want some advice? Send your questions in for Ask Alex to AskOffTrack@gmail.comFollow us on Twitter at @askofftrack. Or individually at @Hinchtown, @AlexanderRossi, and @TheTimDurham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.