Podcasts about balance sheets

Bill Powers interviews Shawn Khunkhun, CEO of Dolly Varden Silver, for an update on Dolly Varden's proposed merger with Contango Ore. The merger is expected to close around March 26 after shareholder votes and final court approval, with the combined company trading as CTGO on NYSE American and also listing on the TSX. Khunkhun outlines a $50M ETF/index buying “catch-up trade” expected soon after closing, and emphasizes a $50M exploration budget funded by roughly $100M cash plus cash flow from an the Alaskan Mahn Choh producing mine, alongside $14.5M debt. He provides guidance targeting a 50% increase in silver inventory toward 100M ounces, improved gold resource conversion and grade, and discusses planned growth including Lucky Shot (production by 2028) and Johnson Tract capex, potential hub-and-spoke processing, and a scenario of up to $250M free cash flow in 2027. 00:00 Intro 00:27 Merger Timeline and Approvals 02:17 Exploration Strategy and Budgets 04:25 Balance Sheet and Funding Plan 05:26 Resource Growth Guidance 06:56 Jurisdiction and Catchup Trade 10:02 ETF Rebalance and US Domicile 10:44 Grants and Permitting Upside 11:54 2027 Free Cash Flow Outlook 14:04 Valuation Framework and Comps 17:33 Capex Roadmap and Production Build 19:03 Hub and Spoke Processing Model 21:43 Silver Price Guidance and Equity Catchup 24:38 NewCo Leadership and Share Structure Learn more about the merger: https://contango-ore-to-merge-with-dolly-varden-silver.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Dolly Varden Silver Corp. pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Dolly Varden's most-recent company slide deck found at www.DollyVardenSilver.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Are you caught in the endless daily grind? Chasing success on a hamster wheel constantly doing things that lead to burnout and misalignment? In this episode, Be Do Have Model: Transform Your Life, Tildet Varon invites you to step off that wheel and cultivate your own flourishing rose garden as a powerful metaphor for personal unfolding and growth. Drawing from her journey—starting with just three rose bushes that expanded to 90—Tildet shares how this garden became a living symbol for self-discovery. Each person is a unique rose in various stages of blooming, pruning, or support, and we all serve as gardeners tending our own growth while nurturing others in our interconnected human garden. At the heart of her philosophy is the Be-Do-Have framework (also known as the be do have mindset, be do have model, or be do have principle), which flips the typical success chase: Start with being—your authentic identity, emotional discipline, and internal state—rather than jumping straight to doing. When you align your core values, mind, heart, and authentic self through personal reflection and self-leadership, your actions (doing) flow naturally with positive energy, emotional intelligence, and purpose. The results (have)—trust, fulfillment, career fulfillment, life balance, holistic well-being, and lasting success—emerge organically, without the anxiety-driven grind for success. Tildet addresses the challenges of our doing-obsessed culture, where the hamster wheel mentality fuels stress, mental health struggles, and stress management issues. She offers gentle, invitational ways to embrace stillness, mindful living, and alignment—shifting from grinding out of fear to purposeful action fueled by excitement and anticipation. The conversation explores blind spots in self-perception, the vital role of mentorship, accountability, community, and human connection to uncover them and accelerate personal growth and self-mastery. Tildet emphasizes bringing your true self to the journey, honoring individual uniqueness while rising together.   She also discusses her book, The Thriving Family Business: Celebrating Peace at the Table and Profits to the Balance Sheet, which applies these principles to family business dynamics. It provides guidance on succession planning, navigating the generational gap in values and communication, fostering family harmony, and building a legacy that balances interpersonal peace with financial success—no one-size-fits-all formula, but a focus on relationships and decision making rooted in understanding. Ultimately, this episode is a call to prioritize self-leadership, professional development, purpose driven living, and internal state mastery—so you can show up unapologetically, contribute your unique magnificence, and create thriving outcomes in both life and leadership. Whether you're seeking how to get out of the daily grind or exploring be do have examples in action, Tildet's insights offer practical steps toward true alignment and joy.   Connect with Tildet Varon Book: The Thriving Family Business: Celebrating Peace at the Table, Profits to the Balance Sheet Amazon link: https://www.amazon.com/dp/B0FV3W6KKP Website: https://www.tildet.com/ Social Media Facebook: https://www.facebook.com/InnerMasterySpecialist Instagram: https://www.instagram.com/innermasteryspecialist LinkedIn: https://www.linkedin.com/in/tildetvaron   Connect with Tim: Website: timstatingtheobvious.com Facebook: https://www.facebook.com/timstatingtheobvious YouTube: https://www.youtube.com/channel/UCHfDcITKUdniO8R3RP0lvdw Instagram: @TimStating TikTok: @timstatingtheobvious LinkedIn: https://www.linkedin.com/in/tim-staton-04b41a271/ SKOOL Community: https://www.skool.com/timstatingtheobvious-9537/about?ref=de9c7e65d8ba4eeabc1a8eea413c125b

In this insightful episode of "It's the Bottom Line That Matters," hosts Daniel McCraine and Patricia Reszetylo for a candid and practical conversation about the importance of the balance sheet for small business owners. The episode opens with a discussion on the confusion and uncertainty many entrepreneurs feel when faced with this financial document—often viewing it as something only accountants need to worry about. Drawing on their own experiences and those of their clients, the hosts emphasize why every business, regardless of size or type, should become familiar with their balance sheet. They relate it to the concept of net worth, making the topic relatable for both business owners and individuals seeking to build personal financial stability.As the conversation unfolds, Daniel McCraine and Patricia Reszetylo demystify the structure of the balance sheet, breaking down the three key sections: assets, liabilities, and owner's equity. They share simple definitions and examples, including tips on how to distinguish assets (what you own) from liabilities (what you owe), and how owner's equity reflects the value left over for the business owner. The episode also explores practical uses for the balance sheet, such as evaluating business health over time, supporting decisions to invest or expand, and providing critical information for banks and investors. The hosts offer actionable advice for reviewing financial reports regularly—whether monthly, quarterly, or annually—along with a challenge to listeners to calculate their current ratio and assess the health of their own business.Throughout the episode, Patricia Reszetylo brings a refreshing perspective, admitting her own bookkeeping journey and learning curve, while Daniel McCraine offers reassurance and guidance that makes financial management feel accessible. Whether you're a startup owner, seasoned entrepreneur, or nonprofit leader, this episode will help you recognize why the balance sheet is more than just an accountant's tool—it's a vital snapshot of your company's financial future. Tune in and get ready to take an empowered, practical step towards understanding and using your financial data to drive your business success.KEYWORDS: balance sheet, small business finances, profit and loss statement, bookkeeping, net worth, assets, liabilities, owner's equity, financial health, business accounting, financial reports, cash flow, inventory, accounts receivable, accounts payable, current ratio, quick ratio, business loans, investor funding, business budgeting, household budgeting, financial snapshots, tangible assets, long-term debt, payroll, overhead expenses, accounting class, business growth, negative equity, business decision-making

What if you're a smaller contractor who is looking to grow? What if there was a way to do it without burning a lot of cash and adding a ton of overhead? My guest, Furman Haynes, partner in Work Hero, gives you ideas on how to do this. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

Most people think they only have one balance sheet — the financial one. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman explain why that's only half the story. Together, they explore the concept of "The Tale of Two Balance Sheets": the traditional financial balance sheet (assets and liabilities) and the personal balance sheet that reflects the real drivers of your financial life — your health, relationships, purpose, and time. The result is a powerful framework for thinking about wealth not just as numbers on a page, but as a tool for building a meaningful life. Whether you're planning for retirement, navigating a major life transition, or simply trying to make smarter financial decisions, this conversation will help you see your financial picture more clearly.

Kevin Webb, Managing Director of Superorganism, joins Erum and Karl to discuss why biodiversity is the next frontier for venture capital. After 15 years backing SaaS unicorns and marketplaces, Kevin made a radical pivot to launch a $25M fund focused exclusively on biodiversity-driven startups. In this conversation, Kevin breaks down why nature has been catastrophically undervalued in our economic systems, how his fund identifies venture-scale opportunities in everything from invasive species leather to AI-powered ecosystem monitoring, and why measuring biodiversity is infinitely harder than tracking carbon emissions. He shares portfolio highlights including companies turning Burmese pythons into luxury goods, explains why sea otters would make ideal board members, and reveals the cultural, technological, and regulatory shifts that could transform biodiversity from a conservation concern into a mainstream asset class within the next decade. This episode is essential listening for founders, investors, and anyone interested in the intersection of nature, technology, and capital.Grow Everything brings the bioeconomy to life. Hosts Karl Schmieder and Erum Azeez Khan share stories and interview the leaders and influencers changing the world by growing everything. Biology is the oldest technology. And it can be engineered. What are we growing?Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.messaginglab.com/groweverything⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chapters:(00:00:00) - Nature as Undervalued Infrastructure(00:01:00) - AI, Intelligence Premium, and Economic Disruption(00:05:00) - Animation, Uploaded Intelligence, and Biotech Narratives(00:09:00) - Color, Bio-Dyes, and Experiencing the World(00:12:00) - Kevin Webb's Journey from SaaS to Biodiversity VC(00:17:00) - Why Biodiversity Is Harder to Quantify Than Carbon(00:21:00) - Superorganism's Investment Thesis and Portfolio(00:26:00) - Invasive Species as Business Opportunity: Python Leather(00:32:00) - Biodiversity, Human Health, and Disease Spillover(00:36:00) - Misconceptions About Building in Biodiversity(00:40:00) - Fund Raising, LPs, and Long-Term Capital(00:45:00) - Quick Fire Round: Sea Otters, Octopi, and Redwoods(00:50:00) - eDNA, Measurement, and the Future of Nature TechLinks and Resources:Superorganism131. Leaf It to Science: How Foray Bioscience's Ashley Beckwith is Reforesting the Future64. Swaying Away from Plastics: Julia Marsh's Seaweed Solutions159. The Future Is Fungi Awards: From Mushroom Dreams to Real-World ThingsThe Color FactoryThe 2028 Global Intelligence Crisis - Citrini Research Atoms vs.Bits - Citrini ResearchTopics Covered:biodiversity investing, biodiversity venture capital, Superorganism VC, Kevin Webb Superorganism, nature based solutions startups, invasive species business model, climate and biodiversity tech, impact investing in nature, biodiversity as an asset classHave a question or comment? Message us here:Text or Call (804) 505-5553⁠⁠⁠⁠Instagram⁠⁠⁠⁠ / ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ / ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ / ⁠⁠⁠⁠Youtube⁠⁠⁠⁠ / ⁠⁠⁠⁠Grow Everything⁠⁠⁠⁠Music by: Nihilore Production by: Amplafy Media

Understanding a company's history, leadership, and future matters as much as financial statements.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationDonny Shimamoto, CPA.CITP, CGMA, opens a recent episode of Accounting ARC with a simple question: How do you value a business when the numbers tell only part of the story?His guest, Baria Jaroudi, a Houston-based director in BDO's business valuation and advisory practice, says valuation work requires more than reviewing financial statements. It requires understanding how owners built the business, where cash flow comes from, and what risks and assumptions shape a credible and defensible value — especially in family law and divorce matters, where the stakes can run high. MORE Accounting ARC: Accounting's “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn't a Failure; It's a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don't Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC  “I like to think of myself as someone who brings clarity and calm in moments that can otherwise feel overwhelming,” Jaroudi says.Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, says that role reflects a core purpose of the profession: accountants deliver peace of mind. In Jaroudi's work, that means translating complex analysis into conclusions clients can understand — and conclusions that can withstand scrutiny.

Meren (TSX:MER, STO:MER, OTCQX:MRNFF) CEO Dr Oliver Quinn talked with Proactive's Stephen Gunnion about the company's leadership transition, 2025 performance and strategic priorities for 2026 following a transformational period for the business. Quinn explained that Meren completed its strategic shift in 2025 with the consolidation of the Prime Nigeria business, doubling reserves and production while taking direct ownership and control of the asset. He described 2025 as a year of “disciplined delivery,” highlighting execution, integration and strong financial performance. During the year, Meren returned $108 million to shareholders through dividends and buybacks, while maintaining a strong balance sheet and liquidity position. Looking ahead, Quinn said the company's overarching priority is “consistent execution” to support disciplined capital allocation. Nigeria remains central to the investment case, with a focus on safe, reliable base production alongside near-term reserves growth, infill drilling and low-risk exploration opportunities. He also pointed to improving fiscal conditions in Nigeria, including a deepwater tax break designed to accelerate resource development. Beyond Nigeria, Meren is advancing gas opportunities in Equatorial Guinea, where it is seeking a partner to develop a discovery near the EG LNG facility. The company also holds exploration acreage in Equatorial Guinea and South Africa, as well as a carried interest in the Venus development in the Orange Basin, where FID is anticipated in 2026. For more insights from energy sector leaders, visit Proactive's YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future updates. #Meren #OliverQuinn #EnergySector #OilAndGas #NigeriaEnergy #OrangeBasin #VenusProject #EquatorialGuinea #LNG #EnergyInvestment #OilExploration #EnergyStocks #AfricaEnergy #CapitalAllocation #InvestorUpdate

Are you in the frustrating search for new software? It's time consuming and how do you know whether you've even chosen the right one? My guest, Miles Fawcett, founder of Field Hub, gives you some questions to ask and how to find the right software for you. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

In this episode of Built For Life, Not Just Wealth, Ryan Burklo and Alex Collins discuss the concept of true liquidity in retirement planning. They emphasize the importance of having a financial strategy that allows retirees to access funds without being negatively impacted by market downturns. The conversation covers various strategies for managing retirement income, the significance of maintaining a true liquidity bucket, and real-life examples illustrating the benefits of this approach. The hosts also address common misconceptions about market timing and the role of interest rates in retirement planning, ultimately advocating for a balanced approach to financial security. Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #BuiltForLifeNotJustWealth #retirementplanning #trueliquidity #marketdownturns #investmentstrategies #financialsecurity #wealthmanagement #cashflow #retirementincome #financialplanning #riskmanagement   Takeaways True liquidity is essential for retirement planning. Retirees often face challenges when markets are down. Having a true liquidity bucket can mitigate financial stress. It's important to have a strategy for accessing funds during downturns. Market timing is not a reliable strategy for retirees. Understanding the emotional aspect of financial decisions is crucial. Real-life examples illustrate the benefits of true liquidity. Interest rates play a significant role in retirement planning. A diversified approach can enhance financial security. Planning should be proactive and tailored to individual needs. Chapters 00:00 Introduction to True Liquidity 03:38 Understanding True Liquidity and Its Importance 06:29 Market Timing vs. True Liquidity 10:08 Real-Life Examples of True Liquidity 16:07 Comparative Analysis of Market Conditions 21:27 The Emotional Aspect of Retirement Planning 23:29 The Need for a True Liquidity Bucket 26:15 Conclusion and Call to Action

Send a textKen Neumann has built $5B+ in revenue across multiple industries — and he's not done yet. In this fast-moving session, Ken reveals the 10 principles that shaped his billion-dollar balance sheet: from market research and deal structuring to risk hedging, intangibles, and purposeful leadership.Ken shares how to build high-EV ventures, avoid toxic partnerships, and design businesses the market pulls — not ones you have to push. He also opens up about patents (over 270 issued), health as wealth, legacy planning, and the mindset needed to lead in a world where the rate of change on the outside exceeds the inside.This is an entrepreneurial deep-dive for those serious about scaling with integrity, leverage, and intention.https://familyoffices.com/

In this episode of the Planet MicroCap Podcast, I'm joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell Capital Management to talk about their disciplined small-cap strategy built around what they call the “Fort Knox” balance sheet. At its core, it's about owning resilient, cash-generative businesses with little to no debt—companies that can not only survive volatility but use it to their advantage. We dive into why they focus on operating cash flow over EBITDA, how they hunt for overlooked “boring” niche leaders trading at value prices, what they look for in management teams, and why constant re-underwriting—“buy and homework,” not just buy and hold—is critical to long-term compounding in microcaps. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Lowell Capital Management, please visit: https://www.lowellcapitalmgmt.com/  Chapters: 00:00 Introduction to Lowell Capital Management 04:45 Jim Zimmerman's Investment Journey 09:52 Abby Zimmerman's Perspective on Investing 14:54 Core Investment Philosophy and Strategy 19:39 Engaging with Management and Assessing Companies 22:42 Evaluating Company Fundamentals 26:51 Avoiding Value Traps 29:37 Idea Generation and Networking 33:49 Learning from Investment Experiences 39:38 Evolving Investment Strategies Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

There comes a point where what worked before stops working… Watching the numbers. Reacting to problems. Making decisions as they come up. Real growth requires a different role. The CEO role. Today on Business by the Books, I'm breaking down the shift from managing what has already happened to leading what comes next with the help of specialized CFO services. This episode is for the owner who is ready to think bigger, plan long term, and step into the visionary role. You'll learn: The difference between bookkeeping and CFO support  Why vision without structure creates chaos The 5-step planning framework from 10-year vision to quarterly milestones The key metrics CEOs track to stay focused and on plan Why you shouldn't carry your business alone

Microsoft: 5 procent in het rood. Crowdstrike: verliest 10 procent. En IBM lijdt zelfs het grootste koersverlies sinds het jaar 2000: 13 procent. Beleggers zijn opeens niet meer bang voor een AI-bubbel, maar vrezen dat al die kunstmatige intelligentie de verdienmodellen van bijna alle gevestigde bedrijven kapot gaat maken. Met als gevolg massale werkloosheid, en een enorme recessie. Het wordt allemaal geschetst in een doomsday-scenario van een zwartgallige onderzoeker, maar toch wegen beleggers er heel zwaar aan. Waarom? En terecht? Dat zoeken we deze aflevering voor je uit. Het is ook de dag dat de nieuwe importheffingen van Donald Trump ingaan. En de dag dat het eerste bedrijf in opstand komt. Pakketbezorger FedEx eist z'n geld terug. Dat heeft flink moeten dokken voor al die importheffingen en wil dat vergoed zien door de Amerikaanse overheid. Zijn ze dapper, of roepen ze de wraak van Trump op zich af? Verder hoor je nog over AMD. Dat sleept weer een nieuwe klant binnen. Volgens sommigen krijgen ze tot wel 100 miljard dollar voor chips die ze aan Meta gaan leveren. En over Meta gesproken: een van hun AI-topmensen blijkt niet zo goed om te kunnen gaan met... AI. Te gast: Jean-Paul van Oudheusden, van eToro en de man achter Markets are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

There comes a point where what worked before stops working… Watching the numbers. Reacting to problems. Making decisions as they come up. Real growth requires a different role. The CEO role. Today on Business by the Books, I'm breaking down the shift from managing what has already happened to leading what comes next with the help of specialized CFO services. This episode is for the owner who is ready to think bigger, plan long term, and step into the visionary role. You'll learn: The difference between bookkeeping and CFO support  Why vision without structure creates chaos The 5-step planning framework from 10-year vision to quarterly milestones The key metrics CEOs track to stay focused and on plan Why you shouldn't carry your business alone

Are you stuck in the weeds – working in your business rather than investing time to work on your business? Do you have the “I wanna's”: I wanna grow, I wanna spend more time with my family, I don't want to have to worry about cash, or whatever your “I wanna” is. Angela Chanowsky, Creator of Your Unique Genius, gives you the roadmap to get out of the weeks and achieve the goals you want to achieve. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

Small business ownership is widely celebrated for fueling innovation and community prosperity. Yet beneath the ambition and daily execution lies a critical and under-recognized leadership challenge: the mental health strain on owners themselves. This episode unpacks research showing how stress, isolation, and burnout are not “personal issues” but systemic factors that impact decision-making, resilience, performance, and organizational culture. Mental health must move from a private burden to a strategic leadership priority. Key Research & Findings 1. The Hidden Health Burden of Ownership Based on Nav's report surveying more than 1,000 U.S. small business owners. Nearly half (48%) report their business consumes so much attention it detracts from life outside work. Stress, fatigue, and anxiety are widespread: 53% identify stress as a common health impact. Over 40% report fatigue and anxiety. 36% experience headaches tied to work demands. A full third say they've experienced mental health challenges significant enough to warrant professional support — yet nearly half have not accessed it. 2. Why This Matters for Leadership Mental health strain affects more than the individual owner: It reduces decision clarity and confidence in high-stakes moments. It undermines resilience in volatile cash flow, competitive shifts, or market unpredictability. It bleeds into culture, performance, and long-term viability when leaders are mentally depleted. 3. Systemic Stressors in Small Business Owners must act as generalists — juggling finance, operations, sales, HR, and leadership simultaneously — with financial stress clearly leading as the top pressure point. Unlike traditional jobs, ownership often lacks daily psychological detachment, making recovery moments (rest, time off) rare and difficult. What Owners Are Already Doing Despite the strain: Many apply individual coping strategies: Exercise, mindfulness practices. Connecting with family/friends. Yet these efforts are undermined by structural barriers: Many owners haven't taken a full week off in more than three years. Cost concerns and self-reliance discourage professional support. Leadership & HR Imperatives 1. Mental Health Literacy is Leadership Literacy Leaders must build fluency in recognizing stress, burnout, and psychological fatigue — not as deficits of character, but as systemic outcomes of ownership. 2. Culture Design with Mental Health as Strategy Mental health needs to be explicitly integrated into leadership conversations, not limited to “well-being perks.” This means shaping organizational norms that: Normalize help-seeking. Intentionally embed recovery rhythms (time off, boundary setting). Build structural supports consistent with sustainable leadership. 3. Shift from Personal Burden to Organizational Priority Treating mental health as an individual issue misses the systemic impact on performance, resilience, and long-term success. Takeaways for Executives & Founders Reframe mental health as a strategic performance factor — not a personal aside. Design leadership practices that institutionalize psychological recovery. Expand support systems beyond fitness or mindfulness programs to include coaching, peer networks, and professional access. Measure and reflect on how mental strain affects decisions, productivity, and culture. Discussion Questions (for Leadership Roundtables or Workshops) In what ways is owner mental health currently visible or invisible in your organization's leadership ecosystem? What structural barriers (e.g., time off, cultural norms, resource allocation) are preventing small business owners from accessing support? How can leaders create deliberate practices that embed psychological recovery into the rhythm of work? Source article:  https://www.breakfastleadership.com/blog/mapping-the-hidden-strain-why-mental-health-must-be-part-of-the-small-business-ownership-conversation

The title “The Sculptor” is a play on a quote “every man can be the sculptor of his own mind”, as Jonathan Tepper is uniquely self-educated. Brought up in the slums of San Blas in Madrid, partly home-schooled, he made it to Oxford as a Rhodes scholar. Tepper is a relentless learner, endlessly curious and in love with investing – as he sees it, you never stop learning and every day is an opportunity to learn. In this episode we discuss his childhood, as recounted in his new book Shooting Up; how curiosity and a desire to learn can transform your opportunity set; and we trace his investment journey, from a start as a junior analyst at Steve Cohen's firm, through building a highly successful sellside research company to setting up his investment firm Prevatt Capital. He explains why he holds just 16 idiosyncratic stocks and what he looks for in a successful investment. Tepper has had a fascinating journey and has achieved more in just over 40 years than many do in a life of investing – his is a wonderful story.Behind the Balance Sheet is a forensic accounting and fundamental investing podcast for serious investors. Each episode dives into how real‑world investors source ideas, build conviction and manage their portfolios. You'll hear frameworks for analysing industries, understanding business models, and thinking about risk, behaviour and incentives, so you can refine your own process rather than copy stock tips.For show notes, transcripts and additional resources, visit our ⁠⁠website⁠⁠. If you value thoughtful, process-driven investing discussions, follow the show and consider leaving a short review, or just a 5* rating on Spotify or Apple Podcasts. Please help spread the word.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the potential impact of AI on the labor market and what Kevin Warsh's nomination as Fed chair could mean for the Fed's balance sheet.

Are you working harder than ever but still feel stuck? Your money mindset might be holding you back.  You see, the difference between a struggling business and a successful one isn't income.  It's how the CEO thinks about money.  Today on Business by the Books, we're breaking down the mindset shifts I see over and over again in the top 1% of business owners we work with. We're talking about what separates reactive financial behavior from strategic decision-making. You'll learn: Why playing it safe with your money is holding you back  How successful owners put their money to work  The mindset shifts that will push you into the 1%

Are you working harder than ever but still feel stuck? Your money mindset might be holding you back.  You see, the difference between a struggling business and a successful one isn't income.  It's how the CEO thinks about money.  Today on Business by the Books, we're breaking down the mindset shifts I see over and over again in the top 1% of business owners we work with. We're talking about what separates reactive financial behavior from strategic decision-making. You'll learn: Why playing it safe with your money is holding you back  How successful owners put their money to work  The mindset shifts that will push you into the 1%

In this two-part series, James Hatfield, CRO for LiveSwitch, gives you some ways that AI is currently being used and strategies you can implement now and prepare for in the future. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

Interview recorded - 12th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has experience in the wealth management industry & has a unique insight into central banks.During our conversation we spoke about the current economic outlook, bond market issues, precious metals boom, DOGE, physical precious metals and more. I hope you enjoy!0:00 - Introduction2:14 - Current economic outlook5:13 - Bond market issues7:40 - Precious metals boom16:35 - DOGE18:45 - Weak US employment24:03 - Employment disconnect26:12 - Universal income27:47 - Major precious metals top?34:10 - Precious metals ranging35:45 - Physical precious metals40:40 - One message to takeaway?Clive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies.Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families.Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance.Clive Thompson - YouTube - @clivethompson-jc9my LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/Video - https://www.youtube.com/watch?v=L9aye4wQ8OkWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Here are three NEW topics on climate tech finance, decision tools, and mindful leadership:

Guest: Joseph Sternberg. Sternberg assesses potential Fed Chair Kevin Warsh, highlighting his "realist" approach to monetary policy and desire to reduce the Federal Reserve's balance sheet.1880 TREASURY

Welcome to the Ecomm Breakthrough Podcast, where I document my journey scaling an e-commerce brand and share the systems, strategies, and lessons learned in real-time. This episode introduces a scalable meeting cadence designed to improve business operations, outlining various types of effective meetings including weekly 1:1s, leadership huddles, and quarterly strategic planning sessions. Each meeting type has specific objectives and agendas to foster leadership and team alignment, ensuring your business is always moving forward.

Most businesses don't fail overnight. They're slowly dismantled by habits that feel reasonable in the moment. In this episode, I break down five patterns that quietly sabotage growth, from pivoting too quickly and avoiding your numbers to isolating yourself and letting old money stories drive decisions. These habits don't always feel risky, but over time they create blind spots, emotional decision-making, and stalled progress. If you want to lead your business with more clarity and confidence this year, this episode will help you see what needs to change and what to leave behind.

On this episode of the Insurance Coffee House, Nick Hoadley is joined by Brian Posner, a seasoned investor, operator, and board director with deep experience across insurance, financial services, and public company governance, including 15 years at Arch Capital.Brian shares how his career evolved in unexpected ways, from thinking he would become a doctor to building a foundation in finance, investing, and leadership. He reflects on his formative years at Fidelity, including working directly with Peter Lynch, and explains why understanding insurance starts with the balance sheet, then cash flow, and only then the income statement. He unpacks what great insurance investing looks like in practice, from spotting hidden leverage to focusing on tangible book value growth over headline earnings.The conversation then moves from investing to governance. Brian explains how his first board appointment at Sotheby's came about as a governance solution during a crisis, what he learned from that high-stakes experience, and why he took Henry Kravis' junior senator advice seriously: listen, pick your moments, and build influence before trying to drive outcomes. Brian outlines how he approaches joining any board like an investor, absorbing context, understanding risks, and finding the best way to add value without coming in “guns blazing.”Nick and Brian discuss what separates effective boards from ineffective ones. Brian describes the secret sauce as directors who understand the business of the business, ask great questions, look around corners, and bring deep respect into deliberation. He argues the best boards treat governance as a perpetual conversation, not four or five isolated meetings per year, and explains how chairs and committee chairs can create alignment by facilitating information flow, preparing both management and directors for the real discussion, and avoiding unnecessary surprises.Looking forward, Brian shares what boards should be paying closer attention to, including geopolitical risk, rule of law, and the sanctity of contracts, particularly critical in insurance. He also offers his view on the next generation of board leaders: breadth matters, reading and learning matter, empowerment matters, and in a fast-moving world, knowing when to slow down can be a strategic advantage. He closes with practical advice on winning that first board role by building relationships, being targeted, and using a less is more approach, often by asking the one question that reframes the decision.Connect with Brian Posner on LinkedIn to follow his work.The Insurance Coffee House Podcast is brought to you by Insurance Search.We are a global Insurance Executive Search Consultancy, supporting Insurance and Insurtech businesses to attract and retain the very best insurance talent.Find out more about showcasing your employer brand as a guest on the Insurance Coffee House Podcast or sign up to our News and Insights.Or follow us on LinkedIn, Twitter or Instagram.Insurance Executive Search Consultants in USA, London and Bermuda.Copyright Insurance Search 2025 - All Rights Reserved.

If you're looking to break through surface-level conversations and nurture bonds that truly matter in business or in life this episode is for you.In this heartfelt episode of Circle of Hope, I sit down with the extraordinary Tildet Varon entrepreneur, coach, and author to explore how we can turn everyday encounters into meaningful human connections. We talk about our own journey from chance acquaintances at a nonviolent communication course in Nairobi to deeply supportive friends and open up about the simple practices and courageous conversations that help anyone at work, at home, anywhere find real belonging. Watch This If:You want to foster deeper, more authentic connections at work or in your personal lifeYou're a leader, HR professional, or team manager seeking practical tools for empathetic leadershipYou've ever wondered how open conversation and vulnerability build trustYou're part of a family business (or any organization) craving less friction and more collaborationYou want to learn how mindfulness and meditation can help you stay present and transform conflict into growthEpisode Highlights (with Timestamps):02:27 – How our friendship began in Nairobi06:00 – The power of sharing vulnerable experiences (including menopause)10:35 – What makes us feel safe to open up14:54 – Bringing these skills into professional settings18:03 – Why triggers derail communication & what to do about it22:11 – The role of meditation and mindfulness31:45 – Practical tools for connecting in tough environments36:58 – When family (and organizations) avoid going deep and how to break through47:08 – Shifting company culture, one conversation at a time53:31 – Generational divides: how younger and older leaders speak different “connection languages”1:00:58 – Profits, people, and Tildet's new book1:03:40 – Final wisdom: “You Matter” the foundation of all thriving relationships What You'll Learn:How to invite open, trusting, and vulnerable conversations anywhereThe science of triggers: why you shut down (and how to pause with compassion)Real-life tools for bringing empathy and presence to business, teams, or familyWhy mindfulness and meditation are secret weapons for deep listeningSteps to building a “culture of safety” in even the toughest work environments Resources: Book: The Thriving Family Business: Celebrating Peace at the Table and Profits to the Balance Sheet by Tildet Varon (https://www.tildet.com/book)Masterclass: https://www.tildet.com/masterclassContact Information: Guest: Tildet VaronWebsite: https://www.tildet.com/Instagram: https://www.instagram.com/innermasteryspecialist LinkedIn: https://www.linkedin.com/in/tildetvaronFacebook: https://www.facebook.com/InnerMasterySpecialistYouTube: https://www.youtube.com/@growingwithtruthstressmast5873Host: Valerie HopeWebsite: https://www.valeriehope.comInstagram: https://www.instagram.com/valeriehope/LinkedIn: https://www.linkedin.com/in/valeriehope/Facebook: https://www.facebook.com/ValerieVHopeYouTube: https://www.youtube.com/@ConnecttoJoyProduction Support: Lucy Hope - Podcast Editing, Copy, and Publishing. #ConnectToJoyPodcasts #CircleOfHopePodcast #EmpatheticLeadership #WorkplaceCulture #AuthenticConnection #MindfulnessForLeaders #FamilyBusiness

Most businesses don't fail overnight. They're slowly dismantled by habits that feel reasonable in the moment. In this episode, I break down five patterns that quietly sabotage growth, from pivoting too quickly and avoiding your numbers to isolating yourself and letting old money stories drive decisions. These habits don't always feel risky, but over time they create blind spots, emotional decision-making, and stalled progress. If you want to lead your business with more clarity and confidence this year, this episode will help you see what needs to change and what to leave behind.

In this two-part series, James Hatfield, CRO for LiveSwitch, gives you some ways that AI is currently being used and strategies you can implement now and prepare for in the future. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

Carla Hoʻā is vice president for finance and administration and chief financial officer at Oregon State University in Corvallis, Oregon. In this episode, Hoʻā joins host Melissa Farley to talk about building organizational resilience, leading through complexity, and transforming higher education through relationship-centered leadership. "The role of the CBO has changed over time... moving from a more transactional leadership to a strategic level of leadership," Hoʻā says. She emphasizes that modern higher education finance leaders must be catalysts who get out of their offices to find paths forward for their organizations. "We cannot be passive leaders in this space. We have to be catalysts for our organizations." Join us for a conversation with Hoʻā as she discusses navigating institutional scale, implementing AI in administrative systems, building trust through shared governance, and creating lasting organizational impact through people-centered leadership. Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Chantal Marx from FNB Wealth and Investments on Super Group's update – what remains after the Australia exit and where value could still lie. Henk Kotze from Prescient Investment Management on their actively managed income ETF crossing a milestone to become SA's largest. Jameel Khan, co-founder of Unconventional CA, on the proposed Transformation Fund, questioning both its objectives and its ability to deliver.

Cash is the number one reason small businesses fail, and it usually happens quietly. In this episode of Business By The Books, I walk you through four balance sheet red flags I see business owners ignore all the time, even when revenue and profit look strong. We talk about why the income statement alone can create a false sense of security, how debt and owner draws quietly drain cash, and what warning signs to watch for before financial stress takes over. My goal is to help you understand what your balance sheet is actually telling you so you can take action with clarity and confidence as a CEO. By the end of this episode, you'll have a clearer perspective on what it really means to grow into your role as CEO.

Cash is the number one reason small businesses fail, and it usually happens quietly. In this episode of Business By The Books, I walk you through four balance sheet red flags I see business owners ignore all the time, even when revenue and profit look strong. We talk about why the income statement alone can create a false sense of security, how debt and owner draws quietly drain cash, and what warning signs to watch for before financial stress takes over. My goal is to help you understand what your balance sheet is actually telling you so you can take action with clarity and confidence as a CEO. By the end of this episode, you'll have a clearer perspective on what it really means to grow into your role as CEO.

How do you grow your business by finding the right people and testing them before you hire them? You know that you need an HR person, a marketing person, a CFO, and more to grow your business. But you can't afford the overhead right now. And, how do you make sure you have the right person who is competent and fits your culture? Join Nicole Grinnell, owner of Bosun Solutions, gives you the answers. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

In this episode of the Planet MicroCap podcast, I spoke with Tobias Carlisle, a seasoned investor and co-host of Value After Hours. We delve into the 2025 value investing playbook, discussing key themes such as the importance of valuation metrics, the cyclical versus structural decline in businesses, and the significance of buying with a margin of safety. Tobias emphasizes the need for investors to focus on financial statements rather than narratives, especially in a market driven by growth stocks. The conversation also touches on the current state of energy investments, the challenges of identifying value traps, and the potential for mean reversion in 2026, particularly in small and micro-cap stocks. Throughout the discussion, Tobias shares insights on navigating the complexities of the market and the importance of patience in value investing. 00:00 Introduction to the Podcast and Guest 02:36 2025 Value Investing Playbook 09:07 Cyclical Pain vs. Structural Decline 12:57 The Role of Narratives in Investing 13:37 Margin of Safety and Business Quality 20:04 Mean Reversion and Small Cap Opportunities 22:32 Using Balance Sheets for Downside Protection 24:27 Going Where Others Won't: Global Opportunities 27:19 Learning from Mistakes in Investing 29:33 Value Investing Themes for 2026 35:10 The Importance of Balance Sheets in 2026 40:51 Behavioral Advantages in Value Investing 42:10 Final Thoughts and Future Outlook For more information about the Acquirers Funds, Value After Hours, and Tobias' latest book, "Soldier of Fortune", please visit: https://acquirersmultiple.com/ Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Given the recent media focus on AI and the surge of data center construction, it comes as no surprise that the electric utility industry's capital investment has risen to record highs. What isn't as widely publicized is the enormous strain this historic expansion has placed on utility balance sheets. 

Tyler Muir is a professor of finance at UCLA. In Tyler's first appearance on the show, he discusses how he became a leading scholar on quantitative easing, what things the Fed can learn in responding to crises, why QE matters, how QE transformed the bond market, the new "Tyler Rule", QE's role in the COVID Pandemic, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 8th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Tyler Muir on X: @TylerMuir Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:33 - Tyler's Background 00:08:36 - Financial Crisis and Risk Premium 00:14:40 - Intermediaries and Asset Prices 00:22:18 - QE and Why It Matters 00:28:40 - QE and the Bond Market 00:32:38 - The Tyler Rule 00:37:51 - When Selling Goes Viral 00:41:01 - QE During COVID 00:49:26 - Shrinking the Fed's Balance Sheet 00:55:03 - Outro

Is a 10% net profit ok? Discover the realities of two contractors – each with a 10% net profit. One was doing much better from a profitability standpoint. I discuss the best way to look at your bottom line using net profit per hour to make sure your company is truly profitable. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit The biggest mistake business owners make isn't marketing, hiring, or growth. It's ignoring financial literacy. In this episode, Steve explains how misunderstanding your numbers can quietly lock in a bad year before it even starts. He breaks down why profit doesn't equal cash flow, how bad assumptions lead to bad decisions, and why leaders who don't understand their financials end up working harder for worse results. If you want to focus on the right priorities and stop guessing with your business, this episode is a must-listen. _______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia's recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line.01:33 The Importance of Financial Statements04:59 Understanding the Income Statement11:07 Revenue and Cost of Goods Sold16:02 Operating Expenses and Income18:39 Interest, Taxes, and Net Income23:06 Depreciation, Amortization, and Goodwill28:33 Introduction to the Balance Sheet31:42 Understanding Current Assets and Liabilities33:18 Accounts Receivable and Revenue Recognition34:49 Inventory Management Insights39:59 Exploring Goodwill and Intangible Assets44:21 Diving into Liabilities and Working Capital47:04 Cash Flow Statement Breakdown58:32 Using Tools to Analyze Financial StatementsCompanies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREXFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

Thanks for tuning in for this Tuesday edition of RealAg Radio, with your host Shaun Haney! For today’s show, Haney is joined by Evan Shout of Farmer Coach. Haney and Shout discuss regaining profitability, moving land, reconstructing balance sheets, and finding opportunities in tight times. Plus, don’t miss segment three for a spotlight interview with... Read More

Thanks for tuning in for this Tuesday edition of RealAg Radio, with your host Shaun Haney! For today’s show, Haney is joined by Evan Shout of Farmer Coach. Haney and Shout discuss regaining profitability, moving land, reconstructing balance sheets, and finding opportunities in tight times. Plus, don’t miss segment three for a spotlight interview with... Read More

I had the honor and privilege of presenting the importance of financial analysis trends to Scott Bunce's Vistage Group. Scott interviewed me about the why and how of financial analyses. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

In this episode of Blood, Sweat, and Balance Sheets, FloQast CEO Mike Whitmire sits down with Dan Callaghan, FloQast's Chief Accounting Officer, to discuss his 30+ year career journey and share his bold vision for the future of accounting in the age of AI.What You'll Learn:Why AI is accounting's "tractor moment" and what that means for your careerHow Dan went from KPMG auditor to CAO of multiple pre-IPO tech companiesThe truth about AI replacing accountants (spoiler: it won't)Why every accountant needs to upskill NOW to stay competitiveInside look at the FloQast Certified Accountant (FCA) programHow AI will free accountants from spreadsheet drudgery to become strategic business partnersKey Takeaways: Dan argues that AI isn't eliminating accounting jobs -- it's eliminating the manual grind of data entry, reconciliation, and spreadsheet analysis. Just like tractors revolutionized farming without replacing farmers, AI will transform accountants from "counters" into strategic advisors and business partners.This is your opportunity to shape your own future in the profession. The accountants who embrace AI and accounting transformation platforms today will be the ones sitting at the board table tomorrow.About the Guest: Dan Callaghan is the Chief Accounting Officer at FloQast with 30+ years of experience, including helping take three companies public from the controllership role.

In the fourth of the Death by 1,000 cuts series, I discuss the next little cut – improper discounts. Discover how to really discount and ensure you at least break even when discounting. More information and registration for Field Managers Survival School mentioned in the podcast can be found here: https://keap.page/rk139/field- managers-survival-school.html Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

Huberto Ennis provides an updated view of the Federal Reserve's management of its balance sheet and the flow of reserves between banks, which were the focus of a recent conference held at the Federal Reserve Bank of Richmond. Ennis is group vice president for micro, macro and financial economics at the Richmond Fed. Full transcript and related links: https://www.richmondfed.org/podcasts/speaking_of_the_economy/2026/speaking_2026_01_07_balance_sheet_update

Happy New Year! I give you five fun financial facts to begin 2026. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147