Podcasts about Brookfield

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Latest podcast episodes about Brookfield

The Morning Mix
We're LIVE at Waking Daisy!!!

The Morning Mix

Play Episode Listen Later Jun 12, 2026 45:28


Father's Day shopping ideas at MeatEater, Around the World Fifa World Cup Game, and TR - Should I save seats at a graduation??? All LIVE at Waking Daisy in the Corners of Brookfield!!! Listen to Elizabeth & Radar on The Mix LIVE weekdays from 6am to 10am!

TẠP CHÍ KINH TẾ
Pháp đón nhận các dự án xây dựng Data Center : Phúc hay họa ?

TẠP CHÍ KINH TẾ

Play Episode Listen Later Jun 9, 2026 9:43


SpaceX, Amazone, Nvidia của Mỹ, Softbank của Nhật, Brookfield của Canada, hay MGX của Các Tiểu Vương Quốc Ả Râp Thống Nhất.. đầu tư hàng chục tỷ đô la vào Pháp để xây dựng các trung tâm xử lý dữ liệu data center. Đâu là những lợi thế của Pháp trong mắt các nhà đầu tư công nghệ ? Phúc hay họa khi trở thành « sân sau » của những nhà cung cấp dịch vụ trong thời đại digital ? 80 % các dịch vụ tin học tại châu Âu đều phụ thuộc vào các nhà cung cấp ở Mỹ : Các data center cho phép Paris tự chủ về công nghệ kỹ thuật số với Hoa Kỳ ? Tại hội nghị kêu gọi đầu tư nước ngoài vào Pháp Choose France hôm 01/06/2026, Pháp đã nhận được hơn 90 tỷ euro : Phần lớn trong số hơn 70 dự án tập trung vào lĩnh vực trí tuệ nhân tạo và công nghiệp số. Bất chấp rất nhiều khó khăn về địa chính trị hiện tại, trong 7 năm liên tiếp, Pháp vẫn là địa điểm đầu tư hấp dẫn tại châu Âu trong mắt các nhà đầu tư quốc tế, theo thăm dò của cơ quan tư vấn EY. Trước ngày khai mạc hội nghị tập đoàn Nhật Bản Softbank đã thông báo đầu tư 45 tỷ euro tại Pháp từ nay đến năm 2031 để xây dựng các trung tâm xử lý dữ liệu data center. Nhìn xa hơn nữa Softbank cam kết đầu tư đến 75 tỷ tại Pháp để « xây dựng cơ sở hạ tầng phục vụ công nghệ AI ». Sáng lập viên tập đoàn Nhật Bản này, Masayoshi Son kể lại ông đã gặp tổng thống Macron tại Tokyo hai tháng trước đây. Khi đó nguyên thủ Pháp đã hỏi nhà đầu tư này liệu có thể nhanh chóng thông báo một chương trình đầu tư vào Pháp hay không và ông câu trả lời của chủ nhân Softbank là có. Masayoshi Son giải thích với báo chí Paris là đã quyết định đầu tư 75 tỷ euro để phát triển trí tuệ nhân tạo bởi nhân loại đang « bước vào thời đại của AI. Những quốc gia có cơ sở hạ tầng cần thiết cho lĩnh vực còn rất mới mẻ này sẽ nắm giữ một vai trò then chốt trong tương lai cả về công nghiệp lẫn công nghệ và đối với nhân loại ». 352 data center sử dụng 3,2 % tiêu thụ điện trên toàn quốc Tổng thống Macron từ khi lên cầm quyền năm 2017 luôn xem thu hút vốn đầu tư nước ngoài là một ưu tiên. Ông đã chín lần chủ trì hội nghị Choose France tại lâu đài Versailles, ngoại ô Paris, với những khách mời sáng giá nhất trong giới tài chính, công nghiệp của Hoa Kỳ, Nhật Bản, châu Âu và trước chiến tranh Ukraina cũng đã có không ít các doanh nhân Nga tham dự. Riêng năm nay, trí tuệ nhân tạo, data center, công nghệ digital … đặc biệt được quan tâm. Tháng 2/2025 với hội nghị « hành động vì AI » Emmanuel Macron đã nuôi tham vọng, với 67 triệu dân, Pháp cũng có thể trở thành một mắt xích quan trọng trong thời đại công nghệ số, và là một « trung tâm quốc tế » về AI. Sức hút các data center của Pháp   Hiện tại Pháp đã có 350 data center và mục tiêu xây dựng thêm 60 trung tâm khác nữa trên toàn quốc trong 10 năm nữa. Đó sẽ là những trung tâm có công suất ngày càng lớn cho phép Paris giải quyết cùng lúc hai vấn đề : giảm mức độ phụ thuộc vào các cơ sở hạ tầng công nghệ số của Hoa Kỳ, và đẩy mạnh các hoạt động kinh tế của Pháp. Trên con đường chinh phục các nhà đầu tư trong lĩnh vực digital, Pháp có nhiều lợi thế, mà đầu tiên hết là khả năng sản xuất điện, như giải thích của François Monnier, tổng biên tập tuần báo tài chính Investir : « Điện khí hóa là một điểm mạnh của châu Âu mà đứng đầu bảng là Pháp. Hơn nữa đây là một lĩnh vực đang phát triển rất mạnh. Để đáp ứng nhu cầu của các trung tâm quản lý dữ liệu data center thì Pháp có nhiều tập đoàn lớn rất có uy tín như là như Schneider Electric chuyên cung cấp các dịch vụ, tìm kiếm những  giải pháp năng lượng đáp ứng nhu cầu cho các tập đoàn trong lĩnh vực công nghệ số … hay là Legrand chuyên cung cấp các thiết bị điện hay tập đoàn năng lượng. Lĩnh vực trí tuệ  nhân tạo chiếm 25 % doanh thu của Legrand. Còn Axens hiện diện trong nhiều lĩnh vực từ lọc dầu, hóa dầu xử lý năng lượng tái tạo, xử lý nước ».  Antoine Fournier, chủ tịch cơ quan tư vấn Thésée DataCenter ghi nhận : Các khoản đầu tư lẽ ra đổ về những quốc gia khác ở châu Âu, như Đức hay Hà Lan đang chuyển hướng về Pháp, bởi Pháp có một vị trí địa lý « trung tâm ». Điện hạt nhân Theo lời Régis Casstané tổng giám đốc chi nhánh tại Pháp của tập đoàn Equinix (nhà cung cấp thiết bị cho các data center lớn nhất thế giới), từ 2022 giá năng lượng của Pháp rẻ hơn so với một số quốc gia khác (như là Đức phải phụ thuộc vào khí đốt của Nga), Pháp lại có các nhà máy điện hạt nhân, lá chủ bài của Pháp trong mắt các nhà đầu tư AI và data center. Bởi vì trung tâm xử lý dữ liệu là một « nguồn tiêu thụ năng lượng vô cùng lớn », cần có nhiều điện để vận hành. …   Theo thẩm định của cơ quan quốc gia Pháp về năng lượng và môi trường ADEM, tiêu thụ điện của 350 data center sẽ tương đương với mức tiêu thụ của « hơn một chục thành phố với trên 100 ngàn dân » và đó là những « cực hút đến 3 % nguồn điện trên toàn quốc ». Đáng quan ngại hơn nữa là các trung tâm data đó ngày càng lớn « ngày càng cần nhiều năng lượng để hoạt động, do vậy trong hơn 10 năm nữa, nhu cầu về điện dành riêng cho các trung tâm này sẽ tăng lên gấp 4 lần so với hiện nay ». Năm 2025, điều trần trước một ủy ban tại Hạ Viện, Eric Schmidt cựu chủ tịch tổng giám đốc Google từng kêu gọi các dân biểu Mỹ đầu tư vào cơ sở hạ tầng điện lực : « Chúng ta cần nhất hiện nay là điện và nhu cầu rất, rất lớn. Nếu quý vị cho phép nói thẳng, thì tôi xin thưa rằng, chúng tôi mong đợi Hạ Viện phát triển điện lực, bất kỳ dưới hình thức nào, đó có thể là năng lượng tái tạo, là nhiệt điện. Miễn làm sao chúng ta có khả năng đáp ứng nhu cầu tiêu thụ và phải nhanh chóng đạt được mục đích này » Điều đó cho thấy vì sao mà các « ông lớn » trong thế giới công nghệ của Mỹ đua nhau chạy sang Pháp đầu tư. Gilles Babinet, tác giả cuốn « Green AI » NXB Odile Jacob nói đến một lá chủ bài của Pháp mà cả Mỹ lẫn Trung Quốc hai siêu cường kinh tế thế giới và cũng là những bên tiên phong trong lĩnh vực công nghệ số và trí tuệ nhân tạo đều không có được : «  Không một quốc gia nào trên thế giới có 15 giga Watt mà đấy lại là điện phi carbone. Mỹ không có khả năng này, Trung Quốc cũng không. Cho nên tất cả các nhà đầu tư trên thế giới cùng nhòm ngó khối lượng điện này của Pháp ». Gauthier Roussilhe, chuyên gia về môi trường digital điều hành công ty tư vấn Hubblo, Paris, do vậy cảnh báo trước nguy cơ các ông vua công nghệ kỹ thuật số và AI trên thế giới đang muốn biến Pháp thành « sân sau » của riêng mình : « Tất cả những thông cáo rầm rộ về các chương trình đầu tư rất lớn về công nghệ số tại Pháp, trước hết là nhằm bảo đảm rằng, hiện tại và trong tương lai, các tập đoàn này có thể tận dụng tiềm lực về điện lực của nước Pháp (…) Những trung tâm xử lý dữ liệu càng lớn bao nhiêu, thì càng cho thấy trong lượng khổng lồ của các doanh nghiệp Mỹ. Softbank thực ra đã bỏ vốn đầu tư và hiện diện trong rất nhiều các tập đoàn công nghệ cao và nhất là trong các tập đoàn của Mỹ. Hệ quả hiển nhiên kèm theo là khâu quản lý các data center sau này sẽ thuộc về phía Hoa Kỳ ». Điều này dường như đã được cả sáng lập viên lẫn giám đốc tài chính tập đoàn Softbank nhìn nhận. Ông Masayoshi Son nói rõ : « Softbank bảo đảm khâu tài chính cho các dự án. Khách hàng của chúng tôi là những hyperscalers, tức là những ông không lồ trong lĩnh vực công nghệ đám mây, như là Amazon, Microsoft hay Google ». Về phần Nahoko Hoshino, giám đốc tài chính Softbank, bà chỉ hờ hững khi nhắc đến các đối tác châu Âu trong lúc đã tiến hành đàm phán với những khách hàng nặng ký là Amazon, Microsoft hay Google, Open AI. Về câu hỏi, đánh cược vào những data center có cho phép nước Pháp vực dậy kinh tế và mang lại công việc làm cho người dân hay không, giới trong ngành đồng loạt trả lời là không. Một quan chức tại thành phố La Courneuve so sánh : Với một diện tích tương đương, mở một nhà máy công nghiệp chế tạo trực thăng Eurocopter, cho phép  tạo thêm 700 công việc làm, nhưng với một trung tâm xử lý dữ liệu thì chỉ cần tuyển dụng 36 nhân viên.

The Archers
08/06/2026

The Archers

Play Episode Listen Later Jun 8, 2026 13:02


After conducting pregnancy tests on the Brookfield cows Alistair chats to David about the poisonous atmosphere at Home Farm, wondering if David might be able to soften Brian's hardline stance. When David mentions trade stand bookings for the Borchester Show are right down Alistair says a client complained about the payment system on the showground last year. David says he'll investigate, before Alistair chases up numbers for the minibus trip to the Women's T20 World Cup on Friday. Amber's pleased by the uptick in social media engagement for the Borchester Show since she took over strategy from George. The money they earn will help cover the cost of all the baby gear they need. David calls, asking Amber to use her contacts at Farm Supplies to find out why trade stand bookings are down, and to target local businesses with positive messaging. Later, Amber and George are able to confirm the slow wi-fi led to payment difficulties last year, putting businesses off booking again. David vows to try and fix it. Stella enthuses about wedding preparations to distracted Pip, who's waiting for the call from a genetic counsellor. After several false alarms Pip finally speaks to the counsellor, then later tells Stella about the issues they covered, including potential risks to having children in future. Stella suggests focusing on the next step and Pip says she's agreed to take the private BRCA gene variant test. It's hard, but once Pip's done the test, they'll know for sure without having to wait for Ruth's NHS referral, which she hasn't even asked for yet.

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved
Arne Johnson Blamed a Demon for Killing The Landlord | Did The Devil Make Him Do It? “The Conjuring”

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved

Play Episode Listen Later Jun 7, 2026 68:10


A regular nineteen-year-old with no criminal record stabbed his landlord to death with a pocketknife, then later claimed the demon he'd taunted into possessing him — instead of his fiancée's eleven-year-old brother — had crawled out of a well and into his body to commit the murder.EPISODE BLOG PAGE (includes sources and full transcript): https://weirddarkness.com/arnejohnsonREAD or DOWNLOAD the full transcript of this episode:https://weirddarkness.tiny.us/2p8n97s9FEATURED STORIES IN THIS EPISODE: The third Conjuring film is based on the true story of Arne Cheyenne Johnson who claimed he committed murder because a demon made him do it. But how much truth is there to that story? (The Devil Made Him Do It) *** A tribe living in the Amazon Jungle tells about a strange encounter they had with an extraterrestrial and a strange beam of light. (That Time An Alien Visited the Kayapo People) *** An elderly man decides he needs to hire someone to help him care for his property… but who he chose would bring only death and a mystery that still goes unsolved. (The Wonnangatta Station Murders) *** Lizard people. Reptilians. It's one of the strangest and most controversial conspiracy theories in existence – and we'll look at some of the history behind the idea, as well as what science says about the possibility of it being a reality. (The Myths and Modern Science of Reptilians) *** A nun who wasn't very good at being a nun ended up being a nun without a head. (The Headless Nun of Watton Priory) *** We've all been asked the question, “How do you want to die when it comes your time?” Aside from the boring but realistic answer of “quietly in my sleep” some would prefer to go out in a blaze of glory, doing something heroic to save a person or persons from imminent doom. But of course that does not happen for most of us. In fact, there are probably more people going out in a blaze of stupidity! (Dumbest Deaths) *** In 1995 Mike Marcum got it in his head to build a time machine. Did he succeed? We may never know – because he disappeared without a trace. (The Mike Marcum Time Machine)CHAPTERS & TIME STAMPS (All Times Approximate)…00:00:00.000 = The Foreboding00:00:16.342 = Show Open00:02:43.182 = The Devil Made Him Do It00:13:06.595 = The Wonnangatta Station Murders ***00:21:13.768 = That Time An Alien Visited The Kayapo People00:31:32.636 = Myths and Modern Science of Reptilians ***00:36:18.232 = Headless Nun of Watton Priory00:50:09.790 = Dumbest Deaths ***01:02:12.268 = The Mike Marcum Time Machine ***01:06:33.695 = Show Close & Bloopers*** = Begins immediately after inserted ad breakLISTEN ON PODCAST APPS: Look for this podcast on Apple Podcasts, Spotify, iHeart Radio, Amazon Music, Pandora, TuneIn Radio, and other podcast apps. Get a list of free listening apps here: https://weirddarkness.com/wdapps*No AI Voices Are Used In The Narration Of This Podcast*SOURCES and RESOURCES:“The Myths and Modern Science of Reptilians” from Anomalien: https://weirddarkness.tiny.us/b7m27fbr“The Devil Made Him Do It” by Marco Margaritoff for All That's Interesting: https://weirddarkness.tiny.us/pxfxa423“That Time An Alien Visited The Kayapo People” by Ellen Lloyd for Ancient Pages: https://weirddarkness.tiny.us/sauzjxp2“The Wonnangatta Station Murders” by Brent Swancer for Mysterious Universe: https://weirddarkness.tiny.us/ceycy3k“The Headless Nun of Watton Priory” from Esoterx: https://weirddarkness.tiny.us/x4sknt6r“Dumbest Deaths” by Katie Chilton for ListVerse: https://weirddarkness.tiny.us/sm6mwmj7“The Mike Marcum Time Machine” from Earth Chronicles: https://weirddarkness.tiny.us/hytc7552(Over time links may become invalid, disappear, or have different content. I always make sure to give authors credit for the material I use whenever possible. If I somehow overlooked doing so for a story, or if a credit is incorrect, please let me know and I will rectify it in these show notes immediately. Some links included above may benefit me financially through qualifying purchases.)WeirdDarkness® is a registered trademark. Copyright ©2026, Weird Darkness.Originally aired: November 17, 2021Weird Darkness host Darren Marlar leads listeners through seven dark tales spanning a courtroom plea of demonic possession, an unsolved double murder on a remote Australian cattle station, an Amazon tribe's memory of a sky visitor, the serpent-race conspiracy of reptilians, a centuries-old English haunting, history's most absurd deaths, and a Missouri man who vanished after trying to build a time machine.It opens with the 1981 killing of forty-year-old landlord Alan Bono in Brookfield, Connecticut, the first murder in the town's 193-year history, committed by his nineteen-year-old tenant Arne Cheyenne Johnson with a five-inch pocket knife. Johnson's attorney Martin Minnella attempted a plea of not guilty by reason of demonic possession, tracing the violence to months of torment suffered by eleven-year-old David Glatzel, the brother of Johnson's fiancée Debbie, who described a tormentor with black eyes, animal features, and hooves. Paranormal investigators Ed and Lorraine Warren declared it a genuine possession and claimed David levitated and stopped breathing across three exorcisms overseen by priests, while psychiatrists countered that the boy had a learning disability. Judge Robert Callahan rejected the supernatural defense as unprovable, Johnson was convicted of first-degree manslaughter on November 24, 1981, and the case later inspired the film The Conjuring: The Devil Made Me Do It.From there the episode travels to the remote Wonnangatta Station in Australia's Victorian Alps, where caretaker James Barclay hired English handyman John Bamford in 1917, a man rumored to have killed his own wife. After the two rode to Talbotville to vote on the Reinforcement Referendum in December 1917, mailman Harry Smith found the homestead empty but for the words "Home Tonight" chalked on the kitchen door, and weeks later he and Jack Jebb uncovered Barclay's decomposed body in a shallow creekside grave, dead from a shotgun blast to the back. The following November, Bamford's body surfaced in a log pile on the Howitt Plains with a bullet in the head, leaving investigators with a recently fired shotgun, traces of strychnine in the kitchen pepper, and no answer as to who killed the second man.Next comes the legend of the Kayapo people of the Brazilian Amazon, who tell of a sky visitor named Bep Kororoti who descended from the mountains of Pukato-Ti amid thunder, wielding a weapon that reduced trees and stones to dust and a beam of light that paralyzed anyone who fled his lessons. The being neither ate nor drank, taught the villagers practical skills, and eventually ascended back into the sky, and the account drew international attention when young Kayapo men touring Rio de Janeiro reportedly pointed at an Apollo 11 astronaut display and shouted that he had returned. Erich von Däniken cited photographs of Kayapo men in straw ritual costumes resembling spacesuits, taken by Joao Americo Peret in 1952, nearly a decade before Yuri Gagarin's 1961 spaceflight, as supposed support for the ancient astronaut theory.The discussion then turns to reptilians, tracing serpent-race myths found across Sumeria, Babylonia, India, China, and Mesoamerica, alongside the modern claims of David Icke that some humans are disguised lizard people. Set against the folklore, researcher Bjarke Jensen of Aarhus University lays out the actual biology: the human reptilian brain that governs heart rate and breathing, eyes structured much like a reptile's, and conductive heart tissue whose molecular building blocks Jensen's team located hidden in the spongy hearts of lizards, frogs, and zebrafish.The episode then visits Watton Priory in East Riding of Yorkshire, a Gilbertine community where, according to the twelfth-century account of Saint Aelred of Rievaulx, an orphaned girl named Elfleda fell in love with a young lay brother, was beaten and chained in a dungeon by the nuns, and was forced to watch as the man was mutilated. A second tragedy fastened itself to the same site after the 1644 Battle of Marston Moor, when Parliamentarian soldiers beheaded the Catholic Lady of Watton and killed her child, and over the centuries the two women blurred into a single spectral figure remembered as the Headless Nun, said to stand at the foot of the bed in blood-stained garments before vanishing.From there the show catalogs history's most absurd deaths, beginning with English Channel swimmer Matthew Webb, who drowned in the Niagara rapids in 1883, and the Spartan general Pausanias, sealed inside a temple of Athena and starved until he died moments after his release. The roll continues with Draco of Athens, smothered around 600 BC beneath cloaks and hats thrown in tribute; Sir Arthur Aston, beaten to death with his own wooden leg; the philosopher Heraclitus, who buried himself in cow dung hoping to cure his dropsy; lawyer Clement Vallandigham, who fatally shot himself in 1871 while demonstrating how a victim might have shot himself by accident; the Viking Sigurd the Mighty, killed by an infection from the sev

The Accunet Mortgage and Realty Show
Accunet Mortgage & Realty Show 6-7-25

The Accunet Mortgage and Realty Show

Play Episode Listen Later Jun 7, 2026 32:30


This week on the Accunet Mortgage and Realty Show, Brian and David Wickert break down a surprisingly strong May jobs report—roughly double the expected new jobs—and why good news for the economy spooked both the bond and stock markets. With the Fed funds futures markets now pricing in real odds of a rate increase by year-end, the guys put today's mortgage rates in perspective: a 30-year fixed around 6.49% feels worse only because of the “recency effect.” Dial back a few years to when rates were 7.99% and today looks pretty good.Then it's story time from the front lines of southeastern Wisconsin's still-hot housing market. Brian shares a tale of a one-bath, one-car Brookfield home that drew 30 showings but zero opening offers—and what happened next. They dig into the rise of waived home inspections (one big brokerage reports 56% of accepted offers skip them), why sellers might actually want buyers to inspect, and some example CYA addendums protecting agents.Plus: a real client wins with an escalator clause and an appraisal waiver—and the reading-comprehension showdown over netting out buyer-agent commissions. The recurring lesson? Know how to read.

The Information's 411
SpaceX Forecasted to Burn $350B by 2030, How xAI Went From Chasing Anthropic to Powering It

The Information's 411

Play Episode Listen Later Jun 5, 2026 29:08


The Information's Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk's habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.Articles discussed on this episode: https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030https://www.theinformation.com/articles/xai-went-chasing-anthropic-poweringhttps://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Models Slated to Burn $350 Billion09:41 - Why S&P Refused to Fast-Track SpaceX 13:32 - The xAI and Anthropic Cat and Mouse Game19:50 - The AI Paradox for Cybersecurity Stocks23:01 - Data Center Giant Switch Eyes $50B+ Valuation

Brookfield Perspectives
Partnership Perspectives: Network International

Brookfield Perspectives

Play Episode Listen Later Jun 2, 2026 31:22


On the inaugural episode of Partnership Perspectives, Brookfield's Anuj Ranjan is joined by Murat Cagri Suzer, CEO of Network International, one of the leading payments providers across the Middle East and Africa. Together, they explore the evolution of payments and the next-generation technology needed to keep pace with the global consumer economy. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

Herrick Does That
From Dislocation to Outperformance: Brookfield's Shai Zelering on Global Hospitality

Herrick Does That

Play Episode Listen Later May 27, 2026 23:40


In this episode of Herrick Does That, Yariv Ben-Ari, Partner at Herrick and Co‑Chair of the firm's Real Estate Hospitality Group and Israel Practice, is joined by Shai Zelering, Managing Partner at Brookfield and Head of Hospitality Investments in Brookfield's Real Estate Group, for a timely discussion on global hospitality investing. Drawing on Brookfield's experience as one of the world's largest alternative asset managers, Shai shares how the firm navigates market dislocation, evaluates when to buy or wait, and creates value through operational, strategic, and capital-driven improvements across hotel portfolios worldwide. The conversation explores the macro forces shaping global travel and capital markets, the nuances of investing across regions, and how Brookfield thinks about holding versus selling assets, offering listeners a clear, experience‑driven perspective on turning uncertainty into long‑term outperformance. Music by Michelangelo Sosnowitz

Brookfield Perspectives
Deal Debrief: Duke Energy Florida

Brookfield Perspectives

Play Episode Listen Later May 21, 2026 16:50


Natalie Hadad and Caroline Rouse from Brookfield's infrastructure team join Deal Debrief to discuss the firm's investment in Duke Energy Florida and what it signals about the future of power infrastructure. In this episode, they unpack the transaction and the broader forces reshaping the utility sector—from electrification and digitalization to the growing demand for reliable power and grid modernization. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

The Charlie James Show Podcast
Governor Series - interview with SC Liutenant Governor and Gubnatorial Candidate Pamela Evette - Part 2

The Charlie James Show Podcast

Play Episode Listen Later May 19, 2026 24:58


Governor Series - interview with SC Liutenant Governor and Gubnatorial Candidate Pamela Evette - Part 2 full 00:00 Powered by Guzzling Electric. Once again, Charlie James and Joey Hudson. 00:16 And good afternoon. This is the 98.9 WORD Governor Series. I'm Charlie James along with Joey Hudson. Special thanks to our friends at Gosling Electrical Services. We're being joined this afternoon by Lieutenant Governor Pamela Evitt who is running for Governor of South Carolina. Lieutenant Governor, thank you for being with us. South Carolina faces growing energy demand. have uh growing manufacturing facilities, population. Couple cities here in the upstate of South Carolina, the fastest growing cities. 00:45 in the state, what's your plan to keep energy affordable and reliable over the next decade? Well that is something that I've been really focused on for the last few years. I've traveled around the country with RSLC talking on panels about energy and know energy security is national security. think last year with the energy bill that was passed that was a great kind of shot in the arm for us here in South Carolina. 01:11 Right now today, South Carolina, 58 % of our energy has gotten through nuclear. And so the resurrection of VC Summer was a great thing. All of it being done with private equity dollars, so not going to the rate payers, which is, that was a must after what had happened prior. Brookfield was in my office. Probably, again, my weeks all are merging together, probably about four or five weeks ago. 01:39 And you know, they're saying six to six and a half years, we'll have that up and running two reactors going to four. We have the possibility to six reactors. We have six licenses here in the state. It would be a game changer for us as a state. Turning our coal plants into natural gas plants, something that I'm, something I've really liked, gentlemen, I have loved being Lieutenant Governor because I have been able to travel the state and sit with people and find out what's affecting people. 02:08 in their area, you know, in real time, and that's important. So I was doing a roundtable uh down in Myrtle Beach, and there was a developer there that was talking about the pipeline, and he said to me, he said, Lieutenant Governor, you know, we really didn't, we missed the ball with that piece of legislation. I was like, what part of it? And he said, well, we don't have an increased pipe coming into Horry County. 02:36 And with that means that we can't build vertical, you know, we have an energy problem, people are having to resort to propane, we're having, you know, there's gonna be tanks above ground everywhere, it's gonna be an eyesore. And I was like, that was the first time I had ever heard that. Went back to Columbia, did some research, talked to my friends on that committee, and here, the bill to actually... 03:01 Well, it was a lawsuit that was brought, but it was sitting on one of the Supreme Court justice's desks. It just hadn't been signed yet. That got signed, and a few weeks ago, I was standing out at the site where they were putting in the bigger line, actually to go through Georgetown, through Horry County, Myrtle Beach to North Myrtle Beach, um to actually deliver them the energy they need. That is really important as we grow. 03:25 especially with the careers of tomorrow, I believe we're in the middle of an industrial revolution when it comes to what are the careers of tomorrow gonna look like. And as your next governor, I am really focused on one, how do we have the energy we need to do that, which means we have to put things like expanding nuclear on the table, making sure we have enough natural gas to uh support dispatchable energy. um 03:51 And then making sure that our K through 12 system and our higher education system is prepared to um create that workforce. We cannot be behind the eight ball with this because things are changing fast. But energy is going to play a key role into our growth, the type of industries that can come here. And the fact that we are diversifying in that, Joey, ... 1498 Tue, 19 May 2026 21:04:00 +0000 jFrqxitKNRrFAGkKnCwVLVTJQPr5sc5I news The Charlie James Show Podcast news Governor Series - interview with SC Liutenant Governor and Gubnatorial Candidate Pamela Evette - Part 2 The Charlie James Show originates from News/Talk 989 WORD, The Upstate's #1 Talk Station, weekdays 3-7pm. Charlie tackles the topics that matter to the Carolina's. He interviews the movers and shakers while letting listeners sound off on the news of the day. 2024 © 2021 Audacy, Inc. News

Solar Maverick Podcast
SMP 281: Policy Certainty, FEOC, and the Future of Behind-the-Meter Solar

Solar Maverick Podcast

Play Episode Listen Later May 16, 2026 9:21


The League Episode #49 – Show Notes In this episode of The League, Benoy Thanjan and David Magid break down the latest clean energy trends. Benoy discusses why policy certainty matters for solar and storage, how clean energy tax credits impact project economics, and why commercial real estate owners are increasingly treating behind-the-meter solar as a profit center. David covers solar module cost trends, FEOC-compliant versus non-FEOC-compliant equipment, inverter and racking costs, and Brookfield's joint venture with The Nuclear Company. Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more:  https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.   Solar Maverick Podcast Updates In this episode, Benoy Thanjan shares key updates with the Solar Maverick community, including upcoming events, speaking engagements, and ways to stay connected. Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors.  This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here:  https://luma.com/jl734ggi Listeners can also visit www.solarmaverickpodcast.com to explore recent episodes and insights from leaders across the solar, storage, and energy industries.   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.    

Brookfield Perspectives
Brookfield: Q1 2026 Letter to Shareholders

Brookfield Perspectives

Play Episode Listen Later May 14, 2026 28:04


Listen to an audio version of Brookfield's First Quarter 2026 Letter to Shareholders to learn about the firm's progress across its Alternative Asset Management, Wealth Solutions, and operating businesses. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.

Crosstalk America from VCY America

Pastor Ken Keltner is Senior pastor of Brookside Baptist Church, Brookfield, WI. He's the speaker on The Word for Life radio broadcast which airs on WVCY. In James 1:2-3 it says, "My brethren, count it all joy when ye fall into divers temptations; Knowing this, that the trying of your faith worketh patience." The word "temptations" in this context is referring to testing or trials. It's a word we really don't like to hear. This passage indicates that the trying of our faith builds patience or endurance in us. Many times we read this quickly and we may talk about its meaning in application to others, but what about when the trials and tests hit you? What is your response when these trials all of a sudden seem to come from nowhere? You wonder, why is this happening to me? What have I done wrong? Do we really count it all joy when we go through such times? How do we respond? It's often said such trials can turn us bitter or better. So listen to this Crosstalk and find out how Pastor Keltner responded as he walks listeners through what occurred during events leading up to and beyond March 16, 2026. That's the day that Pastor Ken's wife Kathy went home to be with the Lord after battling Glioblastoma, an aggressive type of brain cancer. They were married over 42 years and amidst the extreme heartache, the Lord has shown himself faithful and is very much at work. More Information: brooksidebc.org ken.keltner@brooksidebc.org 262-783-6180

Crosstalk America
Count It All Joy

Crosstalk America

Play Episode Listen Later May 13, 2026 53:28


Pastor Ken Keltner is Senior pastor of Brookside Baptist Church, Brookfield, WI. He's the speaker on The Word for Life radio broadcast which airs on WVCY. In James 1:2-3 it says, "My brethren, count it all joy when ye fall into divers temptations; Knowing this, that the trying of your faith worketh patience." The word "temptations" in this context is referring to testing or trials. It's a word we really don't like to hear. This passage indicates that the trying of our faith builds patience or endurance in us. Many times we read this quickly and we may talk about its meaning in application to others, but what about when the trials and tests hit you? What is your response when these trials all of a sudden seem to come from nowhere? You wonder, why is this happening to me? What have I done wrong? Do we really count it all joy when we go through such times? How do we respond? It's often said such trials can turn us bitter or better. So listen to this Crosstalk and find out how Pastor Keltner responded as he walks listeners through what occurred during events leading up to and beyond March 16, 2026. That's the day that Pastor Ken's wife Kathy went home to be with the Lord after battling Glioblastoma, an aggressive type of brain cancer. They were married over 42 years and amidst the extreme heartache, the Lord has shown himself faithful and is very much at work. More Information: brooksidebc.org ken.keltner@brooksidebc.org 262-783-6180

Riding Unicorns
Building the backbone of AI with Mahdi Yahya, Co-Founder @ Radiant on Compute, Power and the Future of Infrastructure

Riding Unicorns

Play Episode Listen Later May 13, 2026 27:30


Mahdi Yahya, Founder and CEO of Ori, is now part of Radiant following its partnership with Brookfield.Mahdi is building at the centre of one of the most important shifts in technology: the global race to scale AI infrastructure.We cover: From telecoms to data centres: lessons from building infrastructure businesses from age 20  Why Ori chose the harder path of building for a future that did not yet exist  What “AI infrastructure” actually means, from GPU clusters to orchestration software  The Radiant model: combining capital, power, compute and software into a single platform  Why AI is becoming sovereign infrastructure and what that means for governments  Where value will accrue in the AI stack across hardware, infrastructure and applications  The importance of vertical integration and marginal gains in a capital-intensive market  Two pivotal decisions that shaped the company, including early acquisition and moving into physical infrastructure  Founder resilience and the simple rule: stay alive Mahdi also shares his perspective on the next wave of AI companies, the opportunity in inference, and why robotics could be the next breakout category.This is a conversation about building at civilisational scale and what it takes to operate where technology, capital and infrastructure collide.

CanadaPoli - Canadian Politics from a Canadian Point of View
2350 Brookfield “Rewiring the Global Economy…”

CanadaPoli - Canadian Politics from a Canadian Point of View

Play Episode Listen Later May 13, 2026 18:46


25% of truck driving schools have not been inspected, Trump talks 51st state (But not about Canada) (From sea to shining sea, to venezuela and greenland too).Milk dumping stopped in April?Carbon tax increase in Alberta - YUP!Starmer is running away from being ousted,TicsHauntavirus lies,Datacenters,Arson!Liberals rigged the nomination contest,Trump heading to china,Sign Up for the Full ShowLocals (daily video)Sample Showshttps://canadapoli2.locals.com/ Spotify https://podcasters.spotify.com/pod/show/canadapoli/subscribePrivate Full podcast audio https://canadapoli.com/feed/canadapoliblue/Buy subscriptions here (daily video and audio podcast):https://canadapoli.cm/canadapoli-subscriptions/Youtubehttps://www.youtube.com/c/CanadaPoli/videosMe on Telegramhttps://t.me/realCanadaPoliMe on Rumblehttps://rumble.com/user/CanadaPoli Me on Odysseyhttps://odysee.com/@CanadaPoli:f Me on Bitchutehttps://www.bitchute.com/channel/l55JBxrgT3Hf/ Podcast RSShttps://anchor.fm/s/e57706d8/podcast/rsshttps://LinkRoll.co Submit a link. Discuss the link. No censorship. (reddit clone without the censorship

The Six Five with Patrick Moorhead and Daniel Newman
Anthropic at $1.2 Trillion, AMD's Blowout Quarter, and the PE-Backed AI Enterprise Play | Ep. 304

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later May 11, 2026 65:08


Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech. The handpicked topics for this week are: 1. Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode) 2. Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode) 3. Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode) 4. NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode) 5. IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode) 6. ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode) 7. The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip) 8. AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears) 9. Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears) 10. ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears) 11. Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears) 12. Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears) Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes. Be part of our community. Hit that subscribe button and let us know what you want us to cover next week in the comments. Intro Pat on Stage at IBM Think https://x.com/PatrickMoorhead/status/2051381046537601101?s=20 The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/ https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/ https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/ NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/ IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026 https://www.instagram.com/reel/DX42DlrglOs/ ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html   The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR: Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Constitutional AI safety positioning wins regulated industries https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce $900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/   AGAINST: NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ $900B valuation is venture marketing — the IPO will reset the number https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push   Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/ https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html https://www.instagram.com/reel/DX42DlrglOs/ Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds  

CanadaPoli - Canadian Politics from a Canadian Point of View
2348 Fraud, Kickbacks and Brookfield

CanadaPoli - Canadian Politics from a Canadian Point of View

Play Episode Listen Later May 11, 2026 16:51


Brookfield wants to ship hydro out of Canada for no benefit to Canada,Boot-a-judge? Buttigig?A new haunta lockdown?Starmer will not step down, Data centers take a lot of water,No recess appointments,Brexit is the problem says Keir,Sign Up for the Full ShowLocals (daily video)Sample Showshttps://canadapoli2.locals.com/ Spotify https://podcasters.spotify.com/pod/show/canadapoli/subscribePrivate Full podcast audio https://canadapoli.com/feed/canadapoliblue/Buy subscriptions here (daily video and audio podcast):https://canadapoli.cm/canadapoli-subscriptions/Youtubehttps://www.youtube.com/c/CanadaPoli/videosMe on Telegramhttps://t.me/realCanadaPoliMe on Rumblehttps://rumble.com/user/CanadaPoli Me on Odysseyhttps://odysee.com/@CanadaPoli:f Me on Bitchutehttps://www.bitchute.com/channel/l55JBxrgT3Hf/ Podcast RSShttps://anchor.fm/s/e57706d8/podcast/rsshttps://LinkRoll.co Submit a link. Discuss the link. No censorship. (reddit clone without the censorship

Madison BookBeat
Jeff Oloizia's "Writing Forward" Wisconsin Literary Podcast

Madison BookBeat

Play Episode Listen Later May 5, 2026 54:59


  Jeff Oloizia was our guest on Book Beat with John Quinlan discussing his new weekly WI Literary Podcast "Writing Forward," which debuted on May 6th. We learned about the purpose of the cutting edge podcast, and about the man behind it. The Brookfield native and 2007 UW alum left Wisconsin post-graduation, not necessarily expecting to return, settling into "an itinerant existence" in exotic places like Japan, San Francisco and New York as a journalist, and eventually earning a professorship as part of graduate studies in Wilmington, North Carolina. (This included a stint as an editor at the New York Times.) As reported in this week's Cap Times, he once thought he had leave Madison to live a life of literature. “It felt important to leave and go to the places where I thought writers were,” Oloizia said. After more than a dozen years interviewing famous people in these exotic locales, he returned home to Madison in 2020 to write extraordinary stories about the Wisconsin everyman as a prolific contributor to publications like Madison Magazine. And this week, he creates a literary podcast interviewing Wisconsin authors walking a similar path back to their own roots here. A fascinating show about a fascinating guy. New editions of "Writing Forward" are available each week wherever podcasts are available. For more on Jeff, his podcast, and the overall scope of his work, visit his website at www.jeffoloizia.com .   Photo courtesy of Jeff Oloizia

The Weekly Take from CBRE
Let's Stay Together: Growth capital and secondary investing

The Weekly Take from CBRE

Play Episode Listen Later May 4, 2026 34:04


Secondary investments and recapitalizations help investors find opportunity in uncertain markets. Brookfield's Chris Reilly and CBRE's Matt White break down what returns to expect, why disciplined leverage matters and how strong operators are winning right now.· Secondary investing lets investors buy into real estate deals midstream, with the benefit of first seeing real performance data.· Recapitalizations are increasing as billions of real estate debt is coming due and owners need fresh capital.· Keeping debt levels around 60% or less helps investors weather market downturns.· Brookfield targets 12%–14% net returns in its value-add funds.· Hands-on operating expertise matters more than financial engineering.

CNBC’s “Money Movers”
Pershing Square's Bill Ackman, CFTC Chairman, Brookfield CEO Bruce Flatt 5/4/26

CNBC’s “Money Movers”

Play Episode Listen Later May 4, 2026 45:32


A big lineup from the Milken Institute Global Conference in Los Angeles. Pershing Square CEO Bill Ackman following the mixed reception to the public debut of his company on the NYSE last week. Plus, the CFTC Chairman on regulating predictions markets. And Brookfield's Bruce Flatt on how he plans to deploy his firm's $128B in dry powder, especially in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Dividend Talk
Brookfield's Big Drop, Starbucks' Return & Shell's Strategy | Dividend Talk Ep. 294

Dividend Talk

Play Episode Listen Later May 2, 2026 70:25


We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?. Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges. Quick Hits: ADP's "moat" against AI, Nike's struggle in China, and a look at Swedish giant Essity.Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist. Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

Brookfield Perspectives
Deal Debrief: Fosber

Brookfield Perspectives

Play Episode Listen Later Apr 30, 2026 19:55


On this episode of Deal Debrief, we unpack Brookfield's acquisition of Fosber, a global leader in machinery used to produce corrugated packaging—an essential part of modern logistics. Craig Wright and Matt Homan from Brookfield's private equity business discuss Fosber's unique competitive advantages, outline its critical role in the global supply chain, and show how a durable essential business combined with strong customer relationships can create a compelling platform for long-term growth. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

Brookfield Perspectives
Scale, Selectivity, and What's Next in Private Credit with Bob O'Leary and Armen Panossian

Brookfield Perspectives

Play Episode Listen Later Apr 28, 2026 28:35


On this episode of Brookfield Perspectives, Bob O'Leary and Armen Panossian, incoming co-CEOs of Brookfield's credit business, share their perspective on today's private credit market—and what comes next. Drawing on decades of experience across credit cycles, they discuss how Brookfield and Oaktree's combined strengths enhance scale, sourcing and underwriting—and why those advantages matter in a more complex market environment.Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

Dakota Rainmaker Podcast
Stephen Tiller on Leadership, AI, and Picking Up the Phone

Dakota Rainmaker Podcast

Play Episode Listen Later Apr 28, 2026 22:07


In this episode of The Rainmaker Podcast, Gui Costin sits down with Stephen Tiller, who joined Sterling Global Financial roughly 13 years ago after a 35-year career across some of the most respected names in real estate finance and investment banking. Sterling, founded by David Kosoy more than 50 years ago, manages roughly $7–8 billion in assets across six countries and runs a platform that includes private credit lending funds, development and construction businesses, trust companies, and banks. Stephen describes it as a microscopic-scale version of the Brookfield or Blackstone model, with real estate as its DNA.The conversation opens with Stephen's origin story growing up in a northern Ontario mining town, playing varsity hockey at Western, and starting his career at CB Richard Ellis as it was first entering Canada. He spent the 1990s working out distressed real estate and financial companies at RBC Capital Markets, an experience he credits as foundational to how Sterling underwrites and builds products today. He later ran the merchant bank at Brascan under Bruce Flatt, and led global investment real estate banking at Bank of Montreal before joining Sterling.On sales, Stephen explains that distribution is Sterling's number-one priority. The firm's Canadian retail engine runs through FundServ the platform owned by the major Canadian banks and dealers which connects the firm to thousands of retail investors. Once approved, the platform allows an IA in Vancouver to invest a client on Friday after a Thursday request. But the efficiency of the back end only works if the front end is covered: Sterling's sales team is built around managing the IA and RIA channels, understanding each advisor's book and decision-making.Communication inside the firm is high-touch and high-frequency, with twice-weekly calls at critical junctures. Stephen leans heavily on time-tested sales discipline tell them what you're going to do, do it, then tell them what you did combined with a modern tech stack including HubSpot, Asana, and a growing AI layer. He's candid that Sterling is "on the 5-yard line" with AI but treats it as a top-down priority, with senior executives leading the rollout themselves.On leadership, Stephen credits founder David Kosoy, who at 60+ years in the business is still first in the office. He emphasizes buy-in by example, boots-on-the-ground decision-making, and picking up the phone which he argues has become a real leadership differentiator as email turns into a CYA tool. His marina infrastructure example captures it: only by being physically on site did the team realize they didn't have a development site with a marina, they had a marina with a development site.His advice for young professionals: ask better questions and anticipate where the puck is going, not where it is. He closes on the biggest challenge facing the industry today the pace of regulatory and geopolitical change and his answer to it: grow or die. Constant improvement, reinvesting in people, and adapting the business, because the people are the business.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

ThinkEnergy
Unpacking Electricity Canada's 2026 State of the Industry report with CEO Francis Bradley

ThinkEnergy

Play Episode Listen Later Apr 27, 2026 56:31


Electricity Canada CEO Francis Bradley joins thinkenergy to unpack the 2026 State of the Industry report, Forging Canada's Electricity Future. Why is public trust in utilities peaking in light of extreme weather? Why is a single word in the Fisheries Act halting major hydro projects? They dive into supply chain headaches, bureaucratic red tape, and how treating the power grid like core tax-funded infrastructure can make electricity bills more affordable for consumers. Related links  Electricity Canada: https://www.electricity.ca/ Francis Bradley on LinkedIn: https://www.linkedin.com/in/francis-bradley-icd-d-ias-a-3617802a/   Electricity Human Resources Canada: https://ehrc.ca/  Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114  Hydro Ottawa: https://hydroottawa.com/en    To subscribe using Apple Podcasts: https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405  To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl  To subscribe on Libsyn: http://thinkenergy.libsyn.com  --- Subscribe so you don't miss a video: https://www.youtube.com/@thinkenergypod Follow along on Instagram: https://www.instagram.com/thinkenergypod/  Stay in the know on Facebook: https://www.facebook.com/thinkenergypod Keep up with the posts on X: https://twitter.com/thinkenergypod - Transcript: 00:01 Trevor Freeman: Welcome to Think Energy, a podcast that dives into the fast-changing world of energy through conversations with industry leaders, innovators, and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional, and up-and-coming facets of the energy industry. If you have any thoughts, feedback, or ideas for topics we should cover, please reach out to us at thinkenergy@hydroottawa.com. 00:27 Trevor Freeman: Hi everyone, and welcome back. Here's something you've heard me say before: the energy transition isn't coming, it's here now. And that's showing up in a lot of different ways—from the significant increase in demand that we're seeing driven by AI data centers and electrification, to the ever-increasing adoption of distributed energy resources by everyday Canadians in their homes and businesses. Even utilities looking to non-wire solutions as a strategy to employ alongside the traditional poles and wires approach to meet this growing demand. That's all happening now. 01:03 Trevor Freeman: And that really underscores the message that the time for talking about how we will eventually build out our grid to handle the energy transition has turned into the time to build and deliver on that talk. But, as with most things, it's never just that easy. This is all happening against the backdrop of an energy industry that is, to say the least, facing some pretty significant turmoil. What sector isn't right now? There's global conflict, there's a need for bold new policy direction, changing technology—these are not insignificant factors. 01:38 Trevor Freeman: And so, to help us understand where we currently are at and where immediate action is necessary, I think it's time we check in with a two-time previous guest on this show: Francis Bradley. Francis is the President and CEO of Electricity Canada, the leading voice for the electricity industry in this country. We've had Francis on the show before in the past and it's great to have him back here today to chat about some of these issues. 02:04 Trevor Freeman: Every year, Electricity Canada releases a State of the Industry report that serves as kind of a pulse check on our sector. You'll hear shortly in my conversation with Francis that there is something to the naming of these reports. In 2023, the message was "Build It". In 2024, they used the title "Getting to Yes". But the 2026 report, which was just released, has a bit of a different title: it's called "Forging Canada's Electricity Future". 02:35 Trevor Freeman: Now, to forge something implies heat, pressure, a lot of hard work. And this report does exactly that. It dives into the regulatory system that we operate in, the gaps in our labor and supply chains, and this new geopolitical reality that's pushing Canada to prioritize our own domestic production. But it's not all warnings. There is a roadmap, so to speak, in the report that specifies 18 recommendations that Electricity Canada proposes be addressed in order to help our industry thrive. As the need to increase our capacity and meet these rising energy demands intensifies, getting projects moving, getting shovels in the ground is absolutely critical. So, it's really great to have Francis here today to chat through that and talk about what's in the report, and I'm sure it'll be a great discussion. 03:26 Trevor Freeman: Francis Bradley, welcome to the show—welcome back to the show. 03:29 Francis Bradley: Oh, delighted to be back. Good to see you. 03:32 Trevor Freeman: So Francis, it's great to have you back on the show. It's always a pleasure to catch up and get, you know, your perspective, your take on what's happening in the world of energy, and particularly the Canadian energy landscape. So, we chatted just under a year ago, and I don't think it's an exaggeration to say that was a pretty tumultuous time in the world of energy, at least here in Canada. 03:52 Trevor Freeman: So, just for context setting for our listeners as a reminder: we had just come out of both a provincial and federal election here in Ontario. Our various levels of governments were responding to actual tariffs and threats of additional tariffs. There was a lot of talk about national energy projects from pipelines to east-west electricity grids. So, with that as the backdrop, how has the last year been for you and Electricity Canada, being kind of the main association representing the electricity industry in Canada? Have we seen some of those big projects move forward? Is it all talk or have things actually happened in the last sort of 10, 12 months? 04:36 Francis Bradley: Yeah, I mean, this is a—this is a really good question and it's a great place to start our conversation. You're right, things have been pretty crazy this past year. But also, from the perspective of energy and electricity, there's also been some pretty significant developments as well, particularly I'd say the people who are responsible for the things that we care about in the federal government. 05:04 Francis Bradley: So we've, you know, we've got a Prime Minister that used to be Vice Chair at Brookfield; we've got a Minister of Energy that used to chair the board of Hydro One; the head of the civil service most recently was the President of Hydro Quebec. So, you know, among all of that massive change, we also saw now a team in Ottawa that actually understands our sector and that gets the challenges that we're talking about. 05:32 Francis Bradley: So, you know, have we seen significant projects moving forward? Well, I mean, part of the challenge, of course, is projects in this sector are very, very long-term. I mean, they take a long time. These are not, you know, kind of shovel-ready projects that are just sitting on the sidelines and immediately you get a go, you can move forward. These are generational investments. But what we have seen, I think, is some real movement by the federal government and a very significant change in terms of their approach. 06:05 Francis Bradley: Bill C-5, for example—the first piece of legislation that we saw moving through—that sent a real signal that the government was serious, as serious as you can be in a minority government situation. Short of changing a large number of laws, they essentially do a carve-out for those projects of national interest—or some people call them "PONIs," Projects of National Interest. So we saw addressing, trying to move that small set of projects more quickly through the process. We saw the establishment of the Major Projects Office as a kind of a concierge for these major projects. We saw the MOU with the province of Alberta also, I think, a sign that there is a real desire to see major projects move forward. 07:01 Francis Bradley: But the challenge here—and this is what I raised when I appeared before the parliamentary committee reviewing Bill C-5—is that's all well and good if you happen to be one of those PONIs. If you happen to be the proponent for one of these projects of national interest, that's terrific; you're able to move through this project more quickly. But you know, the reality is the vast majority of the projects that are going to make a difference for the electricity sector and ultimately for Canadian customers may not rise to that level of a Project of National Interest. And so, all of the concerns that we had previous to Bill C-5 really remain for the vast majority of projects that we're going to be facing. 07:44 Francis Bradley: So, yeah, have we seen movement? Yeah, I think we've seen pretty significant movement. We've seen all of the right signals, but as I said, the government can only go so far as a minority government. Now, that's today when we're recording this, but by the time this plays, we may not be in a minority government situation anymore. But that is the reality; it is difficult for the government to get legislation through as a minority, and I'm certainly pleased that one of the first priorities was addressing "how do we get projects built?" because that's something that we've been talking about for a long time. 08:24 Trevor Freeman: And do you see—you know, obviously Canada exists within the broader backdrop of global energy politics or the energy kind of situation? There's a lot going on there right now, of course, you know, conflict in energy-producing countries. Do you see us continuing to move forward on these? So, the last year was kind of a foundation setting, figuring out how to get major projects done, and now we're moving into hopefully implementation, or have we been knocked off course? Do you see something changing significantly in Canadian energy policy and politics as a result of what's happening globally? 09:03 Francis Bradley: Yeah, you know, again, a really good question, Trevor. Because certainly the short-term challenges that we've seen with now the war in the Middle East and the roiling of markets and the significant increase, I think if anything, it's going to prove to be an even greater impetus for us. I don't think it's going to slow us; it's probably going to get us to speed up. I think it certainly will with respect to our colleagues that are in the oil and gas space, but also for electricity. 09:37 Francis Bradley: I think it's going to increase the desire that people will have to see greater energy sovereignty in Canada. And so, a lot of the issues that we've been talking about with respect to building out, meeting the future demand, and getting things built were not directly addressing Canadian sovereignty, but they indirectly address Canadian sovereignty. And over the last year with the challenges with the Trump administration, suddenly questions around Canadian sovereignty are getting more traction. So yeah, I think what's happening in the world today—certainly the most recent past—is going to prove to be, I think, even more impetus for us to want to move and move expeditiously in this space. 10:24 Trevor Freeman: Yeah, I guess something that I think has become clear to folks outside of us who kind of are in the industry is just how tied our energy reality and energy policy is to what's happening globally. And to your point, kind of that global policy, global economics—it's all intertwined and probably people are paying attention to it more now than at least in recent memory. 10:48 Francis Bradley: Yeah, and the good news, at least with respect to electricity, is we are not tied to a world market for electricity and electricity pricing the way like the oil and gas and the price at the pump. If you're filling up your car—I don't fill up my car anymore, I drive electric. But I, you know, I've got family and colleagues that are filling up and I'm hearing, you know, already feeling pain at the pump, which is, you know, the reality of having an international world market. 11:21 Francis Bradley: Our electricity market thankfully doesn't get that kind of—of an impact as a result of those changes. However, what happens in the U.S. with respect to supply and reliability certainly affects us, and it's something that we're watching closely. You know, we've seen cancellations of offshore wind projects, for example, off the East Coast of the United States. You know, we've seen a step back from a number of different types of technologies in the U.S.. So, while international affairs are not necessarily making me as concerned directly with respect to electricity, the North American picture, though, is raising questions with respect to reliability. 11:58 Trevor Freeman: We always go to interesting places during these conversations, right, Francis? 12:02 Francis Bradley: We do, I know. And I kind of—you got my brain going here. Sometimes I like to go down a rabbit hole. 12:09 Trevor Freeman: Okay, so I think that's a good context setting. That's a good place to start to understand where we are, what's been kind of going on, who knows what's coming up. But I do want to spend the bulk of our conversation here talking about Electricity Canada's 2026 State of the Industry report, and the title of that report is "Forging Canada's Electricity Future". 12:31 Trevor Freeman: So, not to spend too much time on semantics, but in previous years, you've titled these reports "Build It," "Getting to Yes" was another example. This year you've chosen "Forging." Is there a play on words there? You know, we're moving into a more high-pressure, difficult phase of the energy transition? Is there anything that we should read into that title, or am I kind of just picking at straws here? 12:56 Francis Bradley: No, you're not. We've been very intentional in terms of what we've been titling our State of the Industry. And so, you know, we've seen an evolution in terms of the thematic approach that we've been taking to this report. And so, you know, when I moved into the role of CEO, we began producing sort of these annual snapshots of the sector. They're intended to kind of lay out what we see as the current state of the electricity sector in Canada and our prescriptions for, you know, what should be done to be able to address our challenges. 13:30 Francis Bradley: And you know, if I look back over the last several years—and you noted some of the thematic approaches we've had in the past—2019 we started with, you know, it was all about "Resilience". 2020 it was about "Transformation". 2021 it was "Renewal". 2022 everybody was talking about net zero, so our theme back then was "Accelerating to Net Zero". 2023, "Build It," you noted that. 2024 was "Getting to Yes," and you noted that one as well. That was an interesting report because it really did focus on—it seemed to have a culture of "no" when it comes to "can we get stuff done?" and it attempted to address that. 14:14 Francis Bradley: 2025, last year's report, you know, as you noted, we were in an interesting place this time last year. You know, we'd just come out of an election. So at the beginning of last year, we put out our annual State of the Industry and it was focused on—we called it "Electricity is Essential" and it really was kind of our election platform edition for electricity. 14:38 Francis Bradley: And yeah, here we are in 2026, so "Forging Canada's Electricity Future." And now, you know, we were very conscious; we wanted to use that term "forging". And forging is, as we note in the report at the very beginning, it means to create something strong and something lasting. So, for example, one forges steel, but you just bake a pie. So, like, we're talking about what is going to be long-lasting and sustainable in terms of our build-out for the future. 15:11 Francis Bradley: So, it isn't necessarily about higher pressure, but it's that it's time to build. It's time to build now, but it's time to build stuff that is going to be enduring, especially given the moment we're in. And that moment includes—well, some things that we haven't seen for a while: federal-provincial-territorial consensus on the need to address long-term electricity needs. 15:37 Francis Bradley: You know, as I mentioned a little bit earlier, we've got people in the key offices in Ottawa, for example, that actually understand the electricity sector, and a federal government that has said that they're going to be introducing very soon—by the time this airs, it's probably already out there—a federal strategy with respect to electricity, something that we've been asking for for a while. So, it isn't necessarily about pressure; it's more about building something that is enduring and something that will last and something that is sustainable given the sort of the time and place that we find ourselves in. 16:15 Trevor Freeman: And in light of that, like looking at the fact that we are hopefully moving into this period of building, of growing, you know, something that jumps out from the report is trust in electricity companies. So, you note that trust is at an all-time high in the players in the sector, even as a majority of Canadians are feeling, you know, to put it in quotes, "financially paralyzed"—and that's from a 2025 RBC study. Trust isn't usually a word that we use for large institutions, large organizations, which a lot of our energy companies are. Why do you think that Canadians are feeling an all-time high in trust in their utilities right now, maybe more so than other parts of the sector? And how do we protect that trust, and I'm thinking especially as we move into periods of growth, periods of change in the industry? How do we protect that? 17:08 Francis Bradley: Yeah, trust is—it's an interesting concept, particularly with sort of institutions when we're approaching it from that perspective. So, you know, what we're talking about here in the report is a specific measure on favorability, and the favorability towards electricity companies specifically. And so, this comes from the polling work that we do, the annual polling that we undertake on behalf of the sector. 17:39 Francis Bradley: Now, polling is interesting; public opinion research is interesting. Almost 40 years ago, when I was hired into this sector, I was hired at the Canadian Electrical Association at the time specifically because of the work that I'd previously and quite recently been doing in public opinion research in the oil and gas sector. So, you know, when we've got questions about what our polling is, I bring both some historical perspectives and I perhaps bring some biases to these conversations. 18:13 Francis Bradley: So, what is trust and why are we suddenly seeing this upswing in favorability? So, my take on it is that it's all about reliability. My take is that favorability is being driven, I think, partially by extreme weather of all things. Because, you know, the last time we saw favorability ratings this high was following the ice storm in Eastern Canada in 1998. 18:41 Francis Bradley: So, customers are seeing electricity companies now, today, keeping the lights on, restoring power following extreme weather events. And they're being told by the media, and they see it and read it everywhere, that weather events are becoming more frequent, they're becoming more extreme, and yet the companies are maintaining reliability. And that is something I think the customer is feeling. 19:10 Francis Bradley: So, like, if you think of sort of a hierarchy of needs from a customer's perspective of what they need from an electricity company—and while, you know, it's going to differ from person to person in terms of what the ordering is going to be—I can guarantee that the top three will be environmental impact, cost, and reliability. And of those three, that last one is actually the first one: reliability. For the customer, they want all of the different attributes that you get from electricity, but the one thing that is non-negotiable is reliability; the lights need to stay on. 19:48 Francis Bradley: And you know, I approach this based upon the work that I've done, as I said, historically. I recall doing focus groups in the spring of 1998 following the ice storm, when we saw the last really major surge in favorability. And I was asking customers about their views, and you know, at the time, as I said, you've got people that are suddenly more favorable towards the sector. 20:13 Francis Bradley: And what I was getting in the focus groups, in the conversations, was people had seen a lot of images on television news and on the cover of newspapers and magazines back when people actually had hard copies of newspapers and magazines. Of images of crews doing heroic things—you know, like hanging off of helicopters, working on lines, and so on. And so, you know, I really do think there is a direct relation between people's favorability of the sector and their perception that given that reliability is so critically important, we as a sector seem to be doing really good stuff. And, you know, they continue to see images on the net as opposed to necessarily in hard copy newspapers of the sector doing incredibly, you know, difficult and challenging things to make sure that the lights stay on for customers. 21:12 Francis Bradley: But of course, it isn't all about simply favorability, and as I said, it's reliability, it's environment, and its cost. And the biggest challenge outside of that, I think over the long term, is going to be the whole question around affordability and cost to the customer. So, you know, you're asking what's driving it, I think it's reliability, but what's the major challenge going forward? I think it's going to be all about affordability for the customer. 21:40 Trevor Freeman: Yeah, it's this interesting, almost ironic feature of extreme weather, of these major outage events—and you know, I'm speaking from Ottawa, we've had our share in the last number of years, let me tell you—that it does force the customers to think more about what it takes to keep the lights on. And if everything's running smoothly and there's no bumps in the road at all, it almost gets forgotten a little bit. But it takes those big events to sort of bring that back to the forefront and there's inconvenience, of course, in the outage, but it also helps people to understand, yeah, this is what is required for this, you know, a grid that is complex and difficult to keep up and running. 22:24 Trevor Freeman: So, I kind of hear what you're saying, affordability you've highlighted a couple times there in the last little bit, and that's kind of where I want to go next. That continues to be top of mind for customers, and you've highlighted it, we hear that from our customers, we see that in the kind of conversations that we're having with our customers. Electricity Canada runs a national customer survey; back in 2024, 84% of respondents to your survey said that an increase in my electricity bill would have a major impact on my finances. So, you know, customers are saying, we'll feel it if electricity bills go up. 23:02 Trevor Freeman: And there's a tension in that because for the foreseeable future, affordability and the need to invest in the grid to build, to grow—we talk about that a lot on the show about how we kind of need to allow for more capacity, accept more distributed energy resources—those two things are going to be in tension with each other. How can utilities manage that, work with other stakeholders—for example, like various levels of government—how do we work together to ensure that the need to expand and invest in the grid doesn't impact rates too dramatically and impact affordability that customers say is so important? 23:44 Francis Bradley: Yeah, and that's the—that's the, you know, that's I think probably the most fundamental challenge that the sector is going to face in the years ahead, the whole challenge around affordability. But sort of I come at this in a bit of a different way, and that is not, you know, not the question of what the customer is paying but what the customer should be paying versus the taxpayer, right? 24:14 Francis Bradley: And so, the question I have is, you know, shouldn't we be looking at treating electricity as part of our core infrastructure? Right? And you know, we've actually started to have conversations around this with respect to our, you know, our defense spending targets. We're going to go from 2 to 3.5%, but that includes, you know, sort of all the supporting infrastructure for defense. Well, geez, shouldn't that actually include, you know, the defense infrastructure, the defense critical electricity infrastructure? 24:49 Francis Bradley: So, you know, if we're thinking about infrastructure and electricity being part of the core infrastructure, as we do with roads or ports or public transit, for example—core infrastructure that is required to enable the economic prosperity of the country—then we shouldn't be looking at relying solely on the kilowatt-hours paid by customers. Because this isn't simply, you know, delivering electricity to a customer; it is ensuring that we have the infrastructure that the economy as a whole needs. 25:27 Francis Bradley: So, you know, just like transit users today, when they buy their transit pass, are not paying 100% of the cost because we recognize that that's actually part of core infrastructure for a country and it needs tax-based funding. So, you know, we need to be looking at more creative ways to be able to address what that funding gap is going to be. 25:54 Francis Bradley: You know, we've got existing tools; we've got the clean technology and clean electricity investment tax credits, we've got the Canada Infrastructure Bank, we've got indigenous loan guarantees—there's a number of other programs that the federal government has in place. But we're going to need to do a lot more if we're going to actually look at kind of growing the Canadian economy and bringing in the investments of basically $2 trillion over the next 25 years. All of that $2 trillion can't go on the rate base, right? But by the same token, when you look at every other piece of core infrastructure that we've got, it is paid for by a mix of user fees and tax base because this is what one does as a nation—one supports the core infrastructure that we've got. So, I think that's how we're going to have to address this in the future. It is kind of having a clear understanding of what one does as a country for our infrastructure, and so it should be paid for as infrastructure as opposed to consumption of electricity by consumers. 27:01 Trevor Freeman: Now, in Canada—like a lot of other jurisdictions—energy is a provincial jurisdiction. So, the kind of change and change in thinking that you're talking about, it's not just one conversation you need to have with the federal government across the country; you're talking about multiple different stakeholders and players and trying to move that conversation. How do you go about that? And I know you're not starting from scratch; this is a conversation you've been having for a while. What does that change look like in a country like Canada where we've got so many different jurisdictions? 27:37 Francis Bradley: Yeah, well, you know, we've done this before. And we've done this with other sectors. No, I mean we have, right? You quite rightly point out that electricity is a provincial responsibility according to the Canadian Constitution. But guess what? So is health. So is public—I mentioned public transit. You know, when we build the next LRT line, it's not going to be all paid for by transit users in Ontario. Some of it is going to be paid for by the provincial government and some of it is going to be paid for by the federal government. You're not seeing any major transit infrastructure in this country—and that is not a federal responsibility—not being built today without some federal contribution. 28:23 Francis Bradley: So, we're not starting from zero from a conceptual standpoint; we do this with many other sectors, but it is those sectors that we know are the kind of the core infrastructure that we require as a country, you know, from health care to public transit to roads and so on. And the conversations are not, you know, not just starting tomorrow, right? These are conversations that have been going on for quite some time. 28:50 Francis Bradley: But yeah, you know, it's interesting when talking to folks that don't spend a lot of time in this space, they ask, like you did, they ask the question, "Wait a second, this is provincial responsibility, isn't it going to be just like an absolute bear to try and have this conversation?" Yeah, not so much. It's like, this is—we've had this conversation on a whole pile of other files where we recognized that we needed a more holistic approach and a national approach that brings together the federal government, the provincial government, the regional municipal governments, and the local community. 29:26 Trevor Freeman: Great. So, pulling on that same thread, regulatory constraints—we all like to talk about regulatory constraints, it's a reality in our industry. The report talks about this being a system that chooses delays. So, tell me a little bit about that and about some of the specific challenges that utilities are hitting right now when they're trying to get projects moving, trying to get things off the ground, and what do you recommend, what does Electricity Canada recommend to streamline that process and get things moving? 30:00 Francis Bradley: Right. So, you know, and we talked earlier about some of the themes of the previous reports—one of them was thematically called "Getting to Yes". Because yeah, I mean, at least our view is by and large the approval regimes that we've got for projects in this country are biased towards figuring out how to turn down projects. You know, what are all of the ways that one can say no, as opposed to like, how do we actually get to yes, and how do we use these—and that isn't to say that it should automatically be a yes or automatically be a no. It should be a clear process that isn't biased one way or the other. 30:41 Francis Bradley: And also, you know, the way we've kind of built this system over the years, we've got multiple levels of government—we were chatting about that just a moment ago with respect to funding—from municipal to regional to provincial and territorial and federal government. And on any project, there's requirement, there's regulations, and there's requirement for approvals and need for coordination, and so inevitably right off the bat, it's going to result in delays. Delays, as I always like to point out to people, delays mean costs—additional costs, additional costs are borne by the customer. So, you know, if we can address this, it also helps us to address the question that we were talking about earlier about affordability. 31:30 Francis Bradley: Right? Like, how long does it take to get a major project built? Depending upon the kind of project that you're talking about, it can be decades or more. So, you know, to what degree can we simplify this? We've got duplication—federal and provincial processes. As well as, in addition to that duplication and different layers, we've got unnecessary regulatory actions that crop up, and the example that I often use—because it's a real head-scratcher for me—is a couple of years ago, the federal government changed the Fisheries Act. 32:07 Francis Bradley: And the Fisheries Act now protects fish as opposed to protecting fisheries. And that sounds like a fairly simple esoteric issue, but it is massively now complicating the licensing and the relicensing even of existing facilities when their licensing comes up. So, by—it wasn't intentional to make it that much more complicated, but it is almost impossible right now to license a hydro facility. There are very few hydro facilities that are currently compliant with this new Fisheries Act that protects individual fish as opposed to fish populations. I don't know, maybe part of the problem is the word fish is both singular and plural, but that just gives you a little more complication for when lawyers get involved in this. 32:59 Francis Bradley: So, listen, what do we need, right? For years, we've had, in four or five years in a row, either in the federal budget or in the fall economic statements or in other pronouncements by the government of Canada, a promise to bring in a "one project, one approval" regime, which sounds great, but we haven't gotten there yet. And it's something that keeps getting promised year after year after year. We need to get to that one project, one approval regime. 33:34 Francis Bradley: And then the other thing is the federal government has also now committed—they introduced it in Bill C-5 for the projects of national interest—a two-year federal approval timeline for major projects. Well, we actually need that for all projects, not just those "PONIs," not just those projects of national interest. We should have a federal timeline on all projects. Again, which isn't to say that every project gets approved within two years, but like, if it's going to get a thumbs up or a thumbs down, you need to know in a reasonable amount of time so that you can figure out what the alternative will be if it's a thumbs down. 34:16 Francis Bradley: So, you know, I think it's just as reasonable to say we need to know if we're getting approval, but we also need to know if we're not getting approved so that alternatives—and that needs to be done in a timely manner. And so the federal government has permitted, has committed to like this two-year timeline for projects of national interest; we'd like to see that across the board—federal government, provincial governments as well—for all projects. We've got the Major Projects Office that's been set up; I'm certain that already there's lessons that are being learned from the Major Projects Office. Well, let's draw those lessons and apply them to all projects, not projects of national interest. 35:00 Francis Bradley: Red tape reduction—we've heard of desires to ensure that we're looking at opportunities—well, that should be a continuous and ongoing process. And then finally, duplication between the federal government and the provinces—we need to eliminate that duplication. You know, for example, even on things as simple as environmental assessments—well, pick one, right? Let's get an agreement between both levels of government that one project, one review for that project will be sufficient. And so the feds can recognize the provincial process, the provincial can recognize the federal—one or the other as opposed to having multiple levels of government essentially doing the same work over and over again. And again, as I said earlier, as you well know, Trevor, these additional costs land in one place and one place only right now, and that's on the ratepayer, that's on the customer. 35:56 Trevor Freeman: And it's that double cost of the additional time and effort necessary as well as delaying whatever kind of economic activity the customer might be waiting for, which kind of ties into my next question here of we're seeing more and more—and this has always been the case but maybe it's just a little bit more on the forefront now—the importance of energy for economic development, for attracting investment and business. And that's true in our service territory absolutely as well as others. So, supply chain challenges have cropped up in the last little while and are getting into the mix and causing some of those delays. In order to move forward, what can the federal government do to bolster supply chains? Is it bringing more things domestically? Are there other tools that they have at their disposal? How do we go about addressing the supply chain challenge? 36:52 Francis Bradley: Yeah, and this is a real issue—as you know from your perch at Hydro Ottawa—it's a challenge for even a company such as yours and it's right across the sector. The delays and the time that it takes to get into the queue to get particularly for large pieces of equipment, but even for some of the smaller stuff, is simply becoming more and more challenging. We thought it was a COVID-19 blip, but it wasn't, right? I mean, it is continuing, it is persisting six years later; the supply chains remain as challenged as they were, probably even more so. I mean, a couple of years ago we saw a ship get stuck sideways in the Suez Canal and it affected supply chains for every sector right across the globe. 37:46 Francis Bradley: So yeah, you know, we need to be addressing this. So what we're proposing is we look at the establishment of what we're calling a Canadian Electricity Supply Chain Roadmap. This, done in partnership with the federal government, electricity companies, suppliers, and so on—everybody that's got a stake in this—to take a more systematic and collaborative and cooperative approach to addressing supply chains, and come together to identify those opportunities to do some of the things that you mentioned. You know, what about domestic production on some of these things? What about domestic production in those areas where we've got the potential for exports as well? So that would be potentially not only an ability to address a supply chain issue, but also to look at economic opportunities for Canadian businesses. 38:43 Francis Bradley: And can we look at leveraging some of the existing tools that we've got and repurpose them so that they are focused on addressing what would be identified as needing to be in that supply chain roadmap? Let's leverage tools such as tax credits, Business Development Canada, Export Development Canada, the Canada Growth Fund. So, you know, it'd be interesting if there were other venues and other opportunities, but we have existing tools; we're just not, I think, focusing them directly and specifically with respect to the supply chain requirements for the electricity sector and we should be looking at doing that. And you know, the challenges—I've spent time with the steel producers, for example—it is fascinating to try and get a sense of what those challenges are for the partners that we've got, whether it's steel or aluminum or finished products or transformers; it is endlessly complex, evolving, and so you know, we really do think developing some kind of a clear roadmap with all of the stakeholders would benefit the sector as a whole. 39:56 Trevor Freeman: Yeah, I mean certainly those challenges are ubiquitous across multiple sectors, and I think the one thing that we do find is when we bring up the challenges we're having with our customers or potential customers, they all get it, it's not a surprise. They don't sit there kind of surprised to hear that oh, it's going to take us this much time to bring in that transformer because they're going through some of those same challenges and I think the need is cross-cutting to address it. Another input, of course, into any sector and certainly the electricity industry is just the human capital required—the skilled labor required on the design side, on the construction side. Your report recommends establishing a Federal Industry Workforce Advisory Council. What would the priority be for that council and how do you help the utility industry compete against other industries that are also out there kind of participating in this war on talent trying to get the best and brightest into their sectors? 41:03 Francis Bradley: Yeah, no, I mean it is definitely a challenge. It's something that we've been addressing for, geez, probably two decades now at the association. We helped establish Electricity Human Resources Canada back in the day; it was spun off from some of our activities we'd done previously. So, you know, this is an area that we've been particularly concerned about in the sector for, well, as I say, you know, 20 years, it's been a generation that we've seen this challenge coming and we know it's on its way. 41:38 Francis Bradley: We are seeing, I think, some very good work in this space—I did mention Electricity Human Resources Canada; they do some terrific work, they are absolutely a critical stakeholder, increasingly a thought leader in this space. But you know, as you note, we have a very specific ask in our State of the Industry and that is getting the federal government to pull together a senior-level advisory committee with representatives from industry associations, from unions, from training providers, from the sector as a whole, to discuss these emerging labor market issues, to review the forecasts. 42:18 Francis Bradley: They need to address strategies, and so the mandate needs to be very specific: ongoing review, monitoring, and improvement of our workforce mechanisms to ensure that they remain adaptive and responsive to labor market realities. And so, this is not something that the sector and the electricity companies themselves control; this is something that requires the collaboration and participation of governments with respect to the policies that they bring forward, with unions, and with the training providers. 42:55 Trevor Freeman: Yeah, and as we look at sort of that next generation—you talk about this being a generational challenge—it's one thing to attract the skilled workers of today, it's another to bring up and build those skill sets. We talk about that a lot on the show about how we kind of need to build those skill sets. So, a bit of a platform for you here: why should someone consider that career in the electricity industry? What's the hook? What's the thing that you would convince them to come? I kind of know what my pitch is, but I'm curious to hear what yours is. 43:29 Francis Bradley: All right. Well, listen, I mean, like, sort of on the first piece, you know, I think this is where the adaptive and responsive comes into play. That advisory council I talked about I think would be able to recommend how we adjust and how we adapt our programs to further, you know, promote the sector. But why would I recommend somebody in this sector, and who would I begin with? Absolutely. 43:56 Francis Bradley: I mean, first off, I mean, this is a sector where we're going to see massive growth. We know that it is coming; we know that we're going to see a doubling of demand out to 2050. And so, with that massive growth, the prospects for skilled trades, the prospects for anybody in this sector is very bright. 44:21 Francis Bradley: And you know, one of the other things as well that I'd like to point out is we hear a lot of talk about how AI is going to massively change the workforce of the future. But when we're talking about skilled trades, you know, AI can do a lot of things, but ChatGPT is never going to be able to climb a pole, swing a hammer, or install an insulator. So, you know, not only is this a sector where the growth is going to be very significant over the next 25 years, it's also one where we know we actually need people to do these things. 44:54 Francis Bradley: And these are, you know, for a certain type of person, this is really cool and interesting stuff. So, you know, whether it is in the skilled trades or people in the technologies, this is a sector that has some really interesting, fascinating career choices and they're ones that, you know, the ChatGPT is not going to be taking away from you. 45:18 Trevor Freeman: Yeah, and it is this—the sector is evolving, it's innovating, it's changing, but to your point, we still need that traditional infrastructure. We need that growth, there will be more poles and wires, there will be cooler technology to work on, but we still need folks to install them. And something that I tell people that are interested—you know, a lot of younger folks coming up are really passionate about the environment, climate change—this is a great sector for that. This is a great spot to focus on that; the electricity industry is the, you know, tip of the spear when it comes to addressing climate change—electricity is the solution. 46:01 Francis Bradley: And it will continue to be so well into the future. Yeah, no, absolutely couldn't agree more. 46:07 Trevor Freeman: So, pivoting then to climate change, and we're seeing we've talked here a couple times about the increase in severe weather events, you know, wildfires in parts of the country. Utilities are facing this challenge of not only meeting growing demand but also meeting it in a harsher environment—I think there's no better way to say it—our grid needs to be more resilient and people are relying on it even more. What are some of the recommendations that you've identified on how utilities adapt to this changing world and become more resilient? 46:46 Francis Bradley: Yeah, well, you know, you're right, the conditions, the extreme weather that we're facing is not something that's going to go away. I find it interesting that I think every six months we add something new to the lexicon to try and just describe how crazy the weather has gotten—you know, like atmospheric rivers and heat domes and... 47:09 Trevor Freeman: Derecho! 47:11 Francis Bradley: Yeah, right, like when did we—I never heard of a derecho until it ripped through, I don't know, how many thousands of poles it tore up through Ottawa. Exactly. So, you know, this stuff is real and it's evolving. 47:25 Francis Bradley: And so, yeah, what are we proposing? We've kind of got three big asks in this area. The first one is we need to do a review of those federal and provincial legal frameworks. Do we have the appropriate protections related to industry-caused ignitions as we say? So, you know, if inadvertent but there is a spark from infrastructure that causes, for example, a fire, you know, do we actually have legal frameworks that can address this in a way that doesn't simply go in and bankrupt a company as happened in California? So we're supporting work in this space. 48:06 Francis Bradley: Second, we want to establish formal coordination mechanisms between our sector and—it may sound a little esoteric for us sitting here in downtown Ottawa—but Parks Canada, to address vegetation management on federal lands. There is a lot of federal land particularly, for example, in the Rockies, but not exclusively; there's lots of other parts of this country where there's vast swaths of land that is owned by Parks Canada that our infrastructure transits through, and so we need better coordination mechanisms. And we saw that frankly with respect to the fire in Jasper a couple of years ago that we could and need to do a lot better in terms of our coordination. 48:54 Francis Bradley: And then finally, we're suggesting looking at a resiliency tax credit or some kind of a targeted funding program to support weather hardening of electricity infrastructure, to protect the system from growing exposure to extreme weather. To cover off all of those things, whether it's wildfires or ice storms or windstorms or floods or tornadoes. You know, again, it kind of comes back to that concept of this is core infrastructure; there are some things that actually should be tax-supported, and weather hardening of our core infrastructure is something that we should be thinking about. Is that should be on the bills of customers, or is that something that as a country we need to address? 49:43 Trevor Freeman: Great. So Francis, as we wrap up our conversation here—you know, if we go to the end of your State of the Industry report, you've got 18 recommendations. We're not going to go through each one individually. Is there one that rises above the rest, or let me put this a different way: if you could sum up or distill this kind of entire report into a key takeaway or a key action item, what would that be? How do you kind of wrap all this up in a bow, which I know is a difficult thing to do for such a comprehensive report as this? 50:23 Francis Bradley: Right. So, you're actually asking two questions there: is there one I want to point out or and what's the wrap-up? I mean, if there was one thing of those 18 that I'd say, "Please in the next 12 months, for goodness' sake, at least do this one thing," it would be reforming the Fisheries Act, and I mentioned that earlier. Because right now, it focuses on individual fish as opposed to the impact on fish populations. So, that's one if I wanted one that I think should be fairly easy to address and to move forward with, it would be that one, which I think was number two on the list. 51:03 Francis Bradley: But you know, of all of the 18, they're all about "can we get our stuff built?" and "can we get it done in a timely manner because the customer is counting on us?" So, you know, if one of those encapsulates that, I would say it's probably the first one, which, though talks, specifically to this two-year federal approval timeline. Thematically, what it's all about is we have to move and we have to move quickly, but we have to do it in a collaborative manner. 51:35 Francis Bradley: But you know, in the end here, what we're talking about is demand is going to double in the next 25 years. We need to invest $2 trillion. So let's do this in a manner that is sustainable and enduring, so not piecemeal, not piece by piece. So that kind of brings me back full circle to the very beginning of this report: "Forging Canada's Electricity Future." Forging is to create something strong and lasting through effort. And so I think thematically it's "let's build sustainably and in an enduring manner and not piecemeal". So, let's forge. 52:13 Trevor Freeman: I had planned on wrapping this up with inviting you back on the show a year from now to kind of talk about where we go, but you've recently announced that you're retiring soon—the next sort of few months are going to be wrapping up your time at Electricity Canada. So first of all, congratulations on that. 52:32 Francis Bradley: Thank you. 52:33 Trevor Freeman: The invitation stands, so you're welcome to come back out of retirement to come on the show and check in with where we are, and so the invitation will remain open. 52:43 Francis Bradley: Well, and as you know, I do a podcast, and I may continue to do my podcast on the future of electricity beyond that. Remains to be seen. 52:54 Trevor Freeman: That's great. Well, I hope that on your show, on this show, we'll be able to talk through how some of these things that we're discussing now, how they've been implemented, how they've actually moved forward and we're able to see some results in that. Francis, thanks so much for coming on the show. Always appreciate your insight and appreciate you being here and looking forward to chatting again soon. 53:18 Francis Bradley: Awesome, always great to chat. Thanks for the invitation. 53:21 Trevor Freeman: Take care. 53:26 Trevor Freeman: Thanks for tuning in to another episode of the Think Energy podcast. Don't forget to subscribe wherever you listen to podcasts and it would be great if you could leave us a review—it really helps us to spread the word. As always, we would love to hear from you, whether it's feedback, comments, or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.

Great American Chat
When Hope Calls: Brookfield 3.3

Great American Chat

Play Episode Listen Later Apr 23, 2026 49:46 Transcription Available


Cricket and I chat about the exciting third episode of When Hope Calls: Brookfield. We saw a stagecoach robbery, Constable Reynolds with a woman, and Ronnie in his jammies!Cricket:IG: @cricket.melendez & @dishingwiththedonofansX: @Cricket73677402 & @DishingDonoFansSend us Fan MailSupport the showGreat American Chat on Socials: YouTube, Facebook, IG, TikTok: @greatamericanchatX: @GAChatPodcastSupport the podcast:https://www.buzzsprout.com/1916905/support

True Crime Historian
At The Bottom Of A Brookfield Well

True Crime Historian

Play Episode Listen Later Apr 20, 2026 53:19


The Case Of Bathsheba SpoonerJump to the AD-FREE Safe House EditionEpisode 474 takes place in 1788 when the secrets of a prosperous Massachusetts family are revealed, beginning with a dead body in the bottom of a well. By spring, four people would hang because of what came to light. One of them was a woman. One of them was pregnant.Hear More Stories About FEMMES FATALE!!!!Become a supporter of this podcast: https://www.spreaker.com/podcast/true-crime-historian--2909311/support.You can pay more if you want to, but rent at the Safe House is still just a buck a week, and you can get access to over 400 ad-free episodes from the dusty vault, Safe House Exclusives, direct access to the Boss, and whatever personal services you require.We invite you to our other PULPULAR MEDIA podcasts:If disaster is more your jam, check out CATASTROPHIC CALAMITIES, telling the stories of famous and forgotten tragedies of the 19th and 20th centuries. What could go wrong? Everything!For brand-new tales in the old clothes from the golden era of popular literature, give your ears a treat with PULP MAGAZINES with two new stories every week.This episode includes AI-generated content.

Great American Chat
When Hope Calls: Brookfield 3.2

Great American Chat

Play Episode Listen Later Apr 16, 2026 44:45 Transcription Available


Cricket and I chat about the second episode of the third season of When Hope Calls: Brookfield. Debbie gets a bakery and everyone has investment ideas for Sam. Cricket:IG: @cricket.melendez & @dishingwiththedonofansX: @Cricket73677402 & @DishingDonoFansSend us Fan MailSupport the showGreat American Chat on Socials: YouTube, Facebook, IG, TikTok: @greatamericanchatX: @GAChatPodcastSupport the podcast:https://www.buzzsprout.com/1916905/support

DumTeeDum - A show about The BBC's The Archers

This week's podcast is presented by Stephen and Jacqueline. We hear from: · Witherspoon, who has been thinking further about George; · Andrea in Beautiful Brittany, who has something positive to say about Emma; · and finally Globe-Trotting Richard, who has thoughts about Brookfield and about George's ambitions; And we have emails from David Moëd, Gillian in London and Chris in Indiana.As usual we'll hear a roundup of the Dumteedum Facebook group, this week from Lakey Hill Liminal, making her debut, and the Tweets of the Week from Theo, plus the roundup of this Week in Ambridge, this week from Jacquieline in New Zealand.Please call into the show using this link:www.speakpipe.com/dumteedum Or send us a voicenote via WhatsApp on: +44 7770 764 896 (07770 764 896 if in the UK) – Open the WhatsApp app, key in the number and click on the microphone icon. Or email us at dumteedum@mail.com How to leave a review on Apple podcasts: https://support.apple.com/en-gb/guide/podcasts/pod5facd9d70/mac***** The Patreon feed for Dumteedum is at www.patreon.com/DumteedumPodcast and the subscription rate is £5.00 per calendar month plus VAT. We recommend that you do not sign up to Patreon using the Patreon app, particularly on iPhones and iPads, as Apple appears to be imposing a 50% surcharge which goes to them, not us. The problem doesn't arise if you go to Patreon through a browser - even if you do this on an iPhone, and once you have signed up, you can still use the Patreon app to listen to the ad-free podcasts.***** Also Sprach Zarathustra licence Creative Commons ► Attribution 3.0 Unported ► CC BY 3.0https://creativecommons.org/licenses/..."You are free to use, remix, transform, and build upon the materialfor any purpose, even commercially. You must give appropriate credit." Conducted byPhilip Milman ► https://pmmusic.pro/ Funded ByLudwig ► / ludwigahgren Schlatt ► / jschlattlive COMPOSED BY / @officialphilman Hosted on Acast. See acast.com/privacy for more information.

Magnates del Ladrillo
#430 - MDL:

Magnates del Ladrillo

Play Episode Listen Later Apr 11, 2026 36:51


Mientras te distraen con titulares vacíos, los grandes fondos se reparten miles de viviendas en España como si fueran cromos: Blackstone vende, Brookfield compra… y el ciudadano sigue pagando la fiesta. En este directo vamos a desmontar qué hay realmente detrás de esta operación multimillonaria, por qué el debate sobre “más vivienda pública” es una cortina de humo y cómo el sistema juega con las reglas del mercado según le conviene. También analizamos la advertencia sobre cambiar a hipoteca fija: ¿es protección… o te están empujando justo cuando a ellos les interesa? Porque aquí no hablamos de teoría: hablamos de dinero, poder y de cómo posicionarte antes de que te vuelvan a dejar fuera de la jugada. Mientras te repiten que la crisis de vivienda en España se arregla con más propaganda, más intervención y más relato buenista, la realidad enseña los colmillos: auge en la compra de vivienda por marroquíes, alquiler “social” sostenido con dinero público y estructuras que también buscan rentabilidad, y una Seguridad Social que, lejos de proteger, acaba empujando a familias hacia el desahucio. En este directo vamos a desmontar las contradicciones, las medias verdades y el negocio que se esconde detrás del discurso oficial: quién compra de verdad, quién se beneficia, quién paga la fiesta y por qué el ciudadano corriente cada vez tiene más difícil acceder a una vivienda digna sin convertirse en rehén del sistema.✅¿Necesitas un PSI (Personal Shopper Inmobiliario) para acompañarte a invertir en bienes raíces en la Com.Madrid?: magnatesladrillo@gmail.com✅Si vas en serio «La Biblia del Magnate del Ladrillo» está AQUÍ✅

Great American Chat
When Hope Calls: Brookfield Season 3 Premiere

Great American Chat

Play Episode Listen Later Apr 11, 2026 57:28 Transcription Available


The Brookfield gang is back! So is Jerry Huntsman, causing all kinds of trouble for Tess. But have no fear, Fearless Fletcher and Constable Reynolds are here. Cricket and I chat about the season 3 premiere of When Hope Calls: Brookfield. Cricket:IG: @cricket.melendez & @dishingwiththedonofansX: @Cricket73677402 & @DishingDonoFansSend us Fan MailSupport the showGreat American Chat on Socials: YouTube, Facebook, IG, TikTok: @greatamericanchatX: @GAChatPodcastSupport the podcast:https://www.buzzsprout.com/1916905/support

Solar Maverick Podcast
SMP 274: From Weeks to Seconds: How AI Is Transforming Solar Diligence with Spark AI and Standard Solar

Solar Maverick Podcast

Play Episode Listen Later Apr 9, 2026 45:55


Episode Summary: In this episode, Benoy Thanjan speaks with Julia Wu and Anuj Saigal from Spark AI and Patrick Chandler from Standard Solar about how artificial intelligence is transforming solar project development, diligence, and acquisition. They explore how AI powered tools are enabling developers and asset owners to move significantly faster, reduce manual work, and improve decision making. The conversation also highlights a real world case study of how Standard Solar is using Spark AI to streamline project acquisition and diligence processes. The discussion expands into the broader impact of AI on energy demand, data centers, and the future of solar and storage development.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   About the Guests   Julia Wu is the CEO of Spark AI, an AI powered platform helping developers and asset owners accelerate project development and diligence. She previously worked at Microsoft and Apple, building large scale data systems.   Anuj Saigal is an advisor to Spark AI with a background in startups, energy, and AI. He previously worked at the Department of Energy, SunEdison, and EVgo, and founded a Y Combinator backed AI company.   Patrick Chandler is a senior project manager at Standard Solar, a Brookfield company that owns and operates distributed generation solar assets across the United States. He leads project acquisition, diligence, and execution efforts.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Julie Wu Website:  https://www.spark.ai/     Linkedin:  https://www.linkedin.com/in/wu-julia/   Anuj Saigal Website:  https://www.spark.ai/     Linkedin:  https://www.linkedin.com/in/anujsaigal/   Patrick Chandler Website:  https://standardsolar.com/ Linkedin:  https://www.linkedin.com/in/patrick-chandler-ii-1b6b47206/   Solar Maverick Podcast Updates In this episode, Benoy Thanjan shares key updates with the Solar Maverick community, including upcoming events, speaking engagements, and ways to stay connected. Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors.  This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here:  https://luma.com/jl734ggi   On April 28, Benoy will be at the MSSIA Insight Conference in New Jersey, where he will be participating in discussions alongside some of the greatest minds in AI. He will also be recording a live Solar Maverick Podcast interview at the event. More details can be found here:  https://whova.com/web/9I7SOtGH70LucVmeo0%40vp6bW2LE6IfIeHa%40QWl72RaE%3D/   On May 14, Benoy will be speaking at the ACORE Finance Forum 2026 in New York City on a panel focused on scaling behind the meter solar and storage for commercial and industrial and digital infrastructure. The discussion will explore the growing demand for energy driven by AI and data centers. https://acore.org/events/finance-forum/   Listeners can also visit www.solarmaverickpodcast.com to explore recent episodes and insights from leaders across the solar, storage, and energy industries.   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

Open Record
E407: Up For Grabs

Open Record

Play Episode Listen Later Apr 9, 2026 45:45


The Wisconsin Supreme Court continues its hard left turn as another liberal-backed candidate cruises to victory. Judge Chris Taylor will soon join the majority after a landslide win in the 2026 Spring Election. On this week's episode of Open Record, FOX6 political reporter Jason Calvi joins Carl and Bryan to explain why liberal-backed Justices will control the court for at least the next 4 years -- and likely beyond. Plus, a $135-million dollar school referendum rejected. Waukesha elects a Democratic mayor. And a longtime Brookfield mayor withstands an onslaught of outside spending from Washington, DC. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Magnates del Ladrillo
#429 - MDL:

Magnates del Ladrillo

Play Episode Listen Later Apr 9, 2026 43:08


Mientras te distraen con titulares vacíos, los grandes fondos se reparten miles de viviendas en España como si fueran cromos: Blackstone vende, Brookfield compra… y el ciudadano sigue pagando la fiesta. En este directo vamos a desmontar qué hay realmente detrás de esta operación multimillonaria, por qué el debate sobre “más vivienda pública” es una cortina de humo y cómo el sistema juega con las reglas del mercado según le conviene. También analizamos la advertencia sobre cambiar a hipoteca fija: ¿es protección… o te están empujando justo cuando a ellos les interesa? Porque aquí no hablamos de teoría: hablamos de dinero, poder y de cómo posicionarte antes de que te vuelvan a dejar fuera de la jugada. ✅¿Necesitas un PSI (Personal Shopper Inmobiliario) para acompañarte a invertir en bienes raíces en la Com.Madrid?: magnatesladrillo@gmail.com✅Si vas en serio «La Biblia del Magnate del Ladrillo» está AQUÍ✅

Solar Maverick Podcast
SMP 273: $1B to Slow Wind: The New Reality of Energy Policy

Solar Maverick Podcast

Play Episode Listen Later Apr 6, 2026 5:39


The League Episode #46 – Show Notes Benoy Thanjan and David Magid break down major shifts reshaping the energy market, from Brookfield's $6.5 billion acquisition of Boralex to NextEra's massive 10 gigawatt natural gas buildout driven by data center demand. They also discuss the surprising $1 billion payment for TotalEnergies to exit offshore wind and what it signals about changing U.S. energy policy. Despite the volatility, solar continues to dominate on pure economics, with Texas setting new generation records as solar and storage become the foundation of the future grid.   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.

Mini Miracles from Minor Moments with Linda Gullo
The Value of Internal Mapping- MMEpisode 294

Mini Miracles from Minor Moments with Linda Gullo

Play Episode Listen Later Mar 31, 2026 13:46


The Value of Internal Mapping Have you ever walked into a familiar room and known exactly where everything is — even in the dark? That is mental mapping at work, and it is something I have been thinking about a lot lately. On this episode of Mini Miracles From Minor Moments, I am talking about the internal maps we each carry — the personal, invisible guides built from our experiences, our relationships, our neighborhoods, and our memories. These maps shape how we see the world, how we respond to change, and how we find our way when life shifts unexpectedly. I share a story about a chance encounter with a stranger in an oil change waiting room who turned out to have grown up in the same corner of Brookfield, Illinois that I called home for six years. Within minutes, we were laughing about the same streets, the same shortcuts, the same flooded patches we both learned to avoid. That connection reminded me just how deeply our mental maps are woven into who we are — and how powerful it is when two people's maps overlap. This episode is also a practical one. I talk about what happens when our internal maps fall behind our real lives — when we are still reacting to situations that no longer exist, still carrying emotional patterns from chapters that are long closed. And I share simple, grounded ways to update those maps: quiet moments, reflection, consistency, and the kind of storytelling that older generations did so naturally. What's Covered in This Episode What mental mapping actually is — and why every one of us relies on it to get through the day How our maps are shaped by childhood neighborhoods, favorite foods, familiar songs, and the people who raised us Why our internal maps do not update as quickly as life changes — and how that gap leaves us feeling disoriented or stuck The gift of multi-generational storytelling and how grandparents and neighbors once helped wire our sense of the world Practical ways to enrich your mental maps: exploration, observation, journaling, doodling, and listening to audiobooks Why moments of quiet — even just 10 minutes a day — allow the mind to sort, settle, and integrate new experiences The role of consistency — in routines, habits, and showing up — in keeping your mental map accurate and your life on track A Thought to Carry With You I often walk through my home in the dark without turning on a light — because I know every corner, every piece of furniture, every step. But the moment I move something, I can trip over it. That is a picture of what happens when life changes and our inner map has not caught up yet. The good news is that integration is not something you have to force. You support it. You quiet down, you reflect, you give your mind a chance to rearrange the furniture. I hope this episode gives you something real to think about. Your mental map is not a flaw — it is proof of everything your brain has learned. The more you tend to it with curiosity and calm, the better it will serve you. Lets Connect Listen to Episode 294 here: https://lindagullo.com/2026/03/the-value-of-mind-mapping-mmepisode-294/ Find all past episodes at lindagullo.com/minimiraclespodcast Interested in coaching? Visit lindagullo.com Support the podcast at buymeacoffee.com/delightinliving

96.5 WKLH
Oscar's Return (3/26/26)

96.5 WKLH

Play Episode Listen Later Mar 26, 2026 4:37


When could you see the return of Oscar's in Brookfield?

The Archers
24/03/2026

The Archers

Play Episode Listen Later Mar 24, 2026 12:58


David and Tony exchange thoughts on Esme's Lady Day gathering and Josh's sudden departure. David then confides his and Ruth's doubts over their handling of the Brookfield inheritance. Tony sympathises, telling David about the Anguses and how he thinks Tom and Helen might see the future of Bridge Farm. Having your children tell you what to do is so hard, they agree. It'll be the same with Pip before long, David thinks, before hoping he and Tony get more time for more chats like this. Brian confesses to Alice that he's nervous about moving back into Home Farm, before Alice suggests he's been acting out of character lately. Even Lynda thinks something's up. Brian dismisses their concerns, assuring Alice he's fine, before conceding he occasionally fears he's failed his children. Alice disagrees, even if Ruairi has had a wobble recently. More cheerfully Brian then claims full credit for bringing Rex and Alice together. Later, Miranda joins Brian and Alice for supper. Alice tells Miranda she's happy about them moving into Home Farm, reassuring Miranda that Brian is happy too. If he's been stressed recently it's nothing to do with the move or her. After the meal Brian admits he hears Jennifer's voice in his ear when he's cooking, before Alice leaves. Miranda then pulls Brian up on an earlier comment that the Home Farm house will be hers, not his. She wants it to feel like his home too, but queries whether it's what he wants. Brian promises her he does, with all his heart.

The Fiftyfaces Podcast
Episode 352: Jennifer Marques of Oaktree - Asset Backed Finance and the Power of the Team

The Fiftyfaces Podcast

Play Episode Listen Later Mar 24, 2026 29:16


Jennifer Marques is Head of Strategy and Structuring for Structured Credit and Asset-Backed Finance at Oaktree, based in Los Angeles. She started her career as a corporate lawyer, first in private practice and then within Oaktree.  She discussed her career journey from law to finance, emphasizing the importance of resilience. She highlights Oaktree's focus on asset-backed finance, which involves lending to lenders, and its strategic partnership with Brookfield. She discusses in particular the recent SAAS-pocalyse and why it has affected certain areas more than others. Marques noted the evolving role of banks in asset-backed finance and the opportunities for private alternative lenders like Oaktree. Turning to personal reflections She also shared her personal resilience after losing her home in the 2025 LA wildfires, underscoring the importance of community support. Marquez advised taking risks, providing solutions, and remaining calm in crises.This podcast is kindly sponsored by Benefit Street Partners and PIMCO. Founded in 2008, Benefit Street Partners – BSP – is Franklin Templeton's specialised private credit manager with $92 billion in assets under management.  The firm provides a wide range of private credit strategies across the US, Europe, Middle East and Asia Pacific, including direct lending, special situations, commercial real estate debt, infrastructure debt, asset backed finance, structured credit and liquid credit.  PIMCO (Pacific Investment Management Company LLC) is a premier global investment management firm founded in 1971, specializing in active fixed-income with over $2 trillion in assets under management. Headquartered in Newport Beach, California, it offers diversified investment solutions across public and private markets, serving institutional and individual investors worldwide.

Alt Goes Mainstream
Brookfield Asset Management's David Nowak - "earn your seat" private equity

Alt Goes Mainstream

Play Episode Listen Later Mar 19, 2026 54:55


Welcome back to the Alt Goes Mainstream podcast.Today's episode unpacks how to build a private equity firm within one of the largest and most unique investment platforms in private markets.We sat down in Brookfield Asset Management's Brookfield Place office in downtown NY with David Nowak, the President of Brookfield's Private Equity Group. David and I dove into a conversation about the private equity industry, Brookfield's approach to private equity, and how the firm's culture and DNA shapes how they work with portfolio companies and LPs.David has overall responsibility for the Private Equity Group's North American business. He also serves as Chief Executive Officer of Brookfield Private Equity Fund. He joined Brookfield in 2011. He holds a MBA degree from Duke University, where he graduated as a Fuqua Scholar, and a Bachelor of Laws degree from the University of Western Ontario.David and I had a fascinating conversation about private equity and the Brookfield platform. We covered:How Brookfield's owner-operator alignment informs how they approach private equity investing and their partnerships with portfolio companies.How the industry has gone from “roll your dice private equity to roll up your sleeves private equity.”Why and how the firm has a “blue collar work ethic.”The firm's flat structure and a culture of collective effort, humility, and “earning your seat.”Why Brookfield's private equity business focuses on complex carve outs.Why it's important for investors to “think like an operator.”How the firm approaches value creation and the importance of understanding value creation levers even before making an investment.How Brookfield's broader platform provides the private equity business with insights and subject matter expertise.The story behind Brookfield's Westinghouse investment.What it means to look for “unloved businesses.”Why private equity is an apprenticeship business and how AI might impact the next generation of private equity leaders.Thanks David for sharing your expertise, wisdom, and passion for private equity and company and culture-building.Show Notes00:00 Cold Open00:51 A Message from our Sponsor, Ultimus01:48 Welcome to Alt Goes Mainstream and David Nowak03:30 Brookfield Culture is We Not I04:48 Leadership Succession and Humility06:22 Earn Your Seat Mindset06:30 Owner Operator Alignment08:23 Maax Bath Case Study09:34 Roll Up Your Sleeves Private Equity11:31 Operators on the Team12:06 Secondments Train Investors12:53 Underwriting with Reality Checks13:58 Platform Advantage and Insights16:46 How Collaboration Actually Works18:56 Long Term Patient Capital21:07 Value Creation Playbook24:38 Contrarian Deals and Valuation Nuance27:41 Underwriting Operating Change27:55 Fixable vs Hard Problems29:16 Winning Management Buy In30:00 Early Wins and Focus30:25 Humility on the Ground31:06 Listening in Founder Talks32:09 Stretching Young Leaders33:23 Flat Structure Decision Table34:24 Scaling Without Losing Culture35:06 Open Space and Mobility35:50 Cross Office Deal Teams37:20 Fund Size and Return Pressure38:23 Shift to Quality Businesses39:25 Good Business or Cheap40:13 Risk First Capital Protection41:50 Graphite Electrode Auction Win43:45 Diligence - Then Move Fast48:14 Curiosity Apprenticeship and AIA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

The Knowledge Project with Shane Parrish
Connor Teskey: Inside Brookfield's Culture, Capital Allocation, and Competitive Edge

The Knowledge Project with Shane Parrish

Play Episode Listen Later Mar 17, 2026 85:27


Connor Teskey is the new CEO of Brookfield Asset Management, one of the world's largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit.  In this exclusive in-depth interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-term growth. Discover why effective investing begins with minimizing losses, how waiting for perfect information can result in missed opportunities, the strategies Brookfield uses to manage market risk while maintaining upside potential, and the key insights he gained working alongside Bruce Flatt. This discussion goes beyond investment strategies, offering a glimpse into Connor's perspective on decision-making in an uncertain environment, mentorship, culture, positioning, and talent. It's a rare inside look at the operations of one of the world's most tight-lipped firms. Enjoy!  ----- Timestamps: (00:00) Introduction (00:05) State of the Union for Brookfield (04:14) Nature of Investing (07:24) The Rise to Brookfield (12:06) Your Work Ethic is in Your Control (17:30) Ad Break (19:00) Data Center Deep Dive (22:22) How Does a Deal Come to Be? (29:34) Taking Bets Against Consensus (32:00) What Happens Post Business Acquisition? (40:44) Ad Break (41:55) Lived Experience Through Crashes (43:44) Where Does Talent Matter the Most at Brookfield? (47:10) Identifying Talent (58:18) Using AI to Increase Value Not Cut People (01:01:58) When Was Brookfield the Underdog? (01:03:38) Personal Ambition Over the Next 20 Years (01:10:34) Behind The Scenes of Oaktree (01:15:17) Work and Life Harmony (01:17:54) Time Allocation (01:19:58) The Most Fun Deal to Work On ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Connor Teskey: LinkedIn: https://www.linkedin.com/in/connor-teskey-67931326b/?originalSubdomain=uk ------ Thank you to the sponsors for this episode: +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes: https://notes.granola.ai/t/b0c2c94e-a330-4f0f-a62d-beb3c946a539-009c2hma +Download The League App today and find your perfect match! https://click.theleague.com/qmhm/0vdzsmj5 +Shopify: https://shopify.com/knowledgeproject Learn more about your ad choices. Visit megaphone.fm/adchoices

The Archers
10/03/2026

The Archers

Play Episode Listen Later Mar 10, 2026 13:07


George's probation officer, Reg, has bad news – someone's made a complaint about George's ‘public urination' on Sunday. George protests to Amber; he was barely visible. Reg meets George and asks about his future plans, and mentions some worrying patterns of behaviour linked to drinking. There won't be a prosecution, but Reg will recommend an alcohol tag for thirty days. George is incensed, but Amber tells him to suck it up. No-one will spot the tag under his jeans, so he can tell his family he's staying sober to support her. Ruth and David are busy lambing and there's no rest for David, chair of the Borchester Show. Ben can't help as he has to work at the surgery today. They miss Josh, whose being merely polite with them currently, and want to make him feel better before he goes away. David suggests throwing a big party. Ben agrees to ask Josh if he's up for it. Lily and Ben chat as she has a routine blood test. As Ben mentions the party idea, Lily sympathises with Josh's antisocial mood, recalling her own inheritance issues at Lower Loxley. Ben's happy to not be in the running at Brookfield. Lily asks him about moving back into the Stables when Josh goes.Later, David and Ruth want to discuss their ideas for Josh's party. Lily then reports Josh isn't up for it. Ben suggests Josh would enjoy a meal out. Ruth starts booking a fancy sushi place, but David worries it won't be enough to convince Josh he's not the ‘Spare'.

PwC's accounting and financial reporting podcast
Sustainability now: Preparing for the energy grid of tomorrow

PwC's accounting and financial reporting podcast

Play Episode Listen Later Mar 3, 2026 54:04


A video of this podcast is available on YouTube, Spotify, or PwC's website at viewpoint.pwc.com.Energy demand is rising at a pace few anticipated, driven by AI, data centers, electrification, and industrial growth. In this episode, host Heather Horn speaks with Gayle Miller, Head of Strategic Investor Engagement for Brookfield's Global Client Group and Senior Advisor to its Renewable Power & Transition business, about what an “all-of-the-above” energy strategy looks like in practice—and how investors are evaluating risk, value, and sustainability reporting in this new era of energy security.In this episode, we discuss:3:59 – The forces influencing energy demand to accelerate6:28 – What an “all-of-the-above” energy strategy means in practice12:04 – How utilities, hyperscalers, and investors are working together to secure power16:49 – Grid constraints, demand smoothing, and AI-enabled optimization22:40 – The evolving energy mix: renewables, storage, gas and nuclear36:48 – Cap-and-trade, renewable standards, and emissions policy tools42:20 – Corporate climate commitments and the role of sustainability reportingLooking for the latest developments in sustainability reporting? Follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop for the latest thought leadership on sustainability standards. About our guestGayle Miller is Head of Strategic Investor Engagement for Brookfield's Global Client Group and a Senior Advisor to the Renewable Power & Transition business. In this role, she oversees critical touchpoints and programs tailored for institutional clients and continues to advise on the energy transition.Prior to joining Brookfield in 2024, Ms. Miller was chief deputy of policy to the California Department of Finance and senior counselor on infrastructure and clean energy finance to the Governor, where she championed the state's landmark clean energy agenda. She previously was vice chair of the investment committee for the California Teachers' Retirement System and served as an advisor to the Governor for the California Public Employee Retirement System.About our hostHeather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Haunted American History
The Devil Made Me Do It

Haunted American History

Play Episode Listen Later Feb 28, 2026 24:05


In 1981, Brookfield, Connecticut, logged its first homicide in nearly two centuries—when 19-year-old Arne Johnson stabbed his landlord, then claimed the only defense imaginable: possession. What followed became the infamous “Devil Made Me Do It” case... part family haunting, part media wildfire, and part courtroom collision between faith and evidence, where the question wasn't did he do it? But what was inside him when he did? YouTube -  https://www.youtube.com/@HauntedAmericanHistory   hauntedamericanhistory.com   Patreon- ⁠⁠⁠⁠⁠⁠https://www.patreon.com/hauntedamericanhistory⁠⁠⁠⁠⁠⁠   LINKS FOR MY DEBUT NOVEL, THE FORGOTTEN BOROUGH   Barnes and Noble -   https://www.barnesandnoble.com/w/the-forgotten-borough-christopher-feinstein/1148274794?ean=9798319693334   AMAZON: https://www.amazon.com/dp/B0FQPQD68S   Ebook   GOOGLE: https://play.google.com/store/books/details?id=S5WCEQAAQBAJ&pli=1   KOBO: https://www.kobo.com/us/en/ebook/the-forgotten-borough-2?sId=a10cf8af-5fbd-475e-97c4-76966ec87994&ssId=DX3jihH_5_2bUeP1xoje_   SMASHWORD: https://www.smashwords.com/books/view/1853316   !! DISTURB ME !!   APPLE - https://podcasts.apple.com/us/podcast/disturb-me/id1841532090   SPOTIFY - https://open.spotify.com/show/3eFv2CKKGwdQa3X2CkwkZ5?si=faOUZ54fT_KG-BaZOBiTiQ   YOUTUBE - https://www.youtube.com/@DisturbMePodcast www.disturbmepodcast.com TikTok- @roadside.chris LEAVE A VOICEMAIL - 609-891-8658 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DumTeeDum - A show about The BBC's The Archers

This week's podcast is presented by Jacqueline and Stephen. We hear from: · Omnibus listener Jeff, who has questions about Brookfield; · Witherspoon, who has thoughts about Amber; · Michelle from Dorset, who isn't very impressed by Zach; · Mael Bridhe aka Casey from Vancouver, who also has thoughts about Amber; · Katherine, who has doubts about Zach and his accent; · Jade in Australia, who is enjoying a contrast between the Grundys and the Aldridges; · Leigh from Cookham, who enjoyed a call-out for her home town; · Glyn, who has been unimpressed by Rex, Ruairi, Zach, Tom and especially Josh; · Paul from Olney, who notes that Josh is following a fine Archer family tradition; · And finally Globe-Trotting Richard who has thoughts on Bridge Farm and Brookfield; And we have emails from Lakey Hill Liminal, Chris in Indiana, loyal listener Purple Pumpkin and Lilian in Middlesborough. As usual we'll hear a roundup of the Dumteedum Facebook group, this week from Witherspoon, and the Tweets of the Week from Theo., plus the roundup of this Week in Ambridge, from Suey. Please call into the show using this link:www.speakpipe.com/dumteedum Or send us a voicenote via WhatsApp on: +44 7770 764 896 (07770 764 896 if in the UK) – Open the WhatsApp app, key in the number and click on the microphone icon. Or email us at dumteedum@mail.com How to leave a review on Apple podcasts: https://support.apple.com/en-gb/guide/podcasts/pod5facd9d70/mac ***** Details about the Academic Archers Conference and how to buy tickets: https://www.academicarchers.net/new-page-1 ***** The new Patreon feed for Dumteedum is at www.patreon.com/DumteedumPodcast and the subscription rate is £5.00 per calendar month plus VAT. ***** Also Sprach Zarathustra licence Creative Commons ► Attribution 3.0 Unported ► CC BY 3.0https://creativecommons.org/licenses/..."You are free to use, remix, transform, and build upon the materialfor any purpose, even commercially. You must give appropriate credit." Conducted byPhilip Milman ► https://pmmusic.pro/ Funded ByLudwig ► / ludwigahgren Schlatt ► / jschlattlive COMPOSED BY / @officialphilman Hosted on Acast. See acast.com/privacy for more information.

The Archers
18/02/2026

The Archers

Play Episode Listen Later Feb 18, 2026 13:09


Brookfield's guest continues to stir the pot, and Ruairi steps up.

The Archers
16/02/2026

The Archers

Play Episode Listen Later Feb 16, 2026 12:54


Akram challenges the system, and a new arrival at Brookfield shakes the tree.

The Archers
08/02/2026

The Archers

Play Episode Listen Later Feb 8, 2026 12:54


There's big news at Brookfield, and Ruth's got Stella all confused.

The Archers
04/02/2026

The Archers

Play Episode Listen Later Feb 4, 2026 13:07


George makes his feelings clear, and the future is considered at Brookfield.