Podcasts about capex

CleanTech founder Conor Madigan (Aether Fuels) reveals sustainable fuel tech breakthroughs, smart hiring, & building resilient climate startups.Join us as Conor Madigan, Founder and CEO of Aether Fuels, shares how their innovative tech is set to decarbonize aviation and shipping by drastically cutting costs and boosting fuel yield from waste streams. A second-time founder, Conor also unpacks his proven strategies for building high-talent, low-ego teams and fostering constructive tension for optimal results.Listen on: Apple Podcasts | Spotify | YouTube | Pocket CastsMemorable Quotes:"The overall result of that is to cut the capex of a plant by about 50%." — Conor Madigan"Until you've built a big network of your own... it's pretty invaluable to have a top-notch recruiter." — Conor Madigan"If you compare an electrified system versus a fired system, you can boost the output by about 20%." — Conor Madigan"I… try to create a constructive sort of tension inside of an organization by pairing together certain personality traits." — Conor MadiganIn this episode, we discuss:00:53 - Introduction to Conor Madigan and Aether Fuels03:55 - Aether Fuels' core technology and market05:27 - The innovation: cutting CAPEX and boosting yield28:00 - The year-long "funnel" to choose the right climate problem30:59 - Conor's philosophy on team building: high talent, low ego32:00 - Creating constructive tension in R&D vs. Engineering38:35 - Why senior hires need to be "player-coaches" at startups40:30 - Transparent communication during challenging times46:00 - Policy trends and market drivers for SAF49:50 - Cost parity expectations for Aether Fuels' productLinksConor Madigan | Aether FuelsConnect with Somil on LinkedIn | Connect with Silas on LinkedInFollow CleanTechies on LinkedInThis podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Support the showIf you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com

There's a lot of metrics to watch between Meta Platforms (META) and Microsoft (MSFT) in their earnings Wednesday. Dan Morgan will focus on data centers, CapEx, and Llama for Meta, believing future success lies in how the company utilizes its A.I. spend. As for Microsoft, Dan says it's all about Azure cloud and proving A.I. monetization will accelerate growth. Tom White offers example options trades for both Mag 7 giants ahead of their reports after the closing bell.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Cláudia Ferraz, CIO do Grupo OCQ, conta como acelerou 30 anos de TI em apenas 3, migrando para a nuvem e colocando o cliente no centro da operação.“Eu sentei e fiz um desenho: 30 anos de TI em 3. É esse o nosso projeto – e está dando certo.”

The Uptime hosts review GE Vernova's Q2 financials, noting strong gas turbine orders and delays in onshore wind. They discuss PTC impacts on future turbine orders and Iberdrola's €5 billion share sale for power grid expansions. An update on Vineyard Wind highlights ongoing blade issues and legal complexities. The wind farm of the week is the Nobles Two Wind Farm in Minnesota. Register for the next SkySpecs Webinar! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here's your host. Alan Hall, Joel Saxon, Phil Ro, and Rosemary Barnes.  Allen Hall: Welcome back to the Uptime Wind Energy Podcast. I'm Alan Hall from the Queen City, Charlotte, North Carolina, and I got Phil Totaro in Santa Barbara, Cali, and Joel is back in the Lone Star state of Texas near Austin. And. Uh, Q2 results came out from GE Renova. In fact, they had a little webinar this morning to discuss it. Uh, a lot of different aspects to ge. Renova, as we all know, nuclear sort of high voltage, little tiny bit transmission, but, uh, wind of course gas turbines. So they are definitely setting the course for [00:01:00] a gas turbine world. And Phil, how, how far out are orders for their gas turbine products?  Phil Totaro: The last I heard talking to somebody from GE who said it was 2031 at this point, um, although things can be accelerated depending on if you're willing to pay a bit of a premium, they can, uh, you know, move you up in the queue, so to speak. Um, but it's, uh, you know, it's a pretty, uh, far off thing. Um, and unfortunately. You know, it looks like GE hasn't announced a lot of new orders for onshore wind, but nobody has in the United States. Everybody was waiting in Q1 and Q2 to see what the outcome of the production tax credit, uh, changes were gonna be. Now that we have definitive, you know, legislation on that. Um, it's going to actually trigger a lot of safe harbor orders, uh, assuming that companies can actually deliver turbines. [00:02:00] Um, because in order to safe harbor, you actually have to physically receive and store, um, something equivalent to 5% of the CapEx cost of the project. So that has to happen now before. Uh, July, 2026. And because of that, uh, I think you're actually gonna see a lot of companies that had been holding off on placing their turbine supply orders. Uh, all of those are gonna start getting announced in Q3 and Q4, so it's gonna be like a monster quarter. Uh, that's gonna more than make up for any shortcomings from, uh, from this past quarter. Joel Saxum: This is a, I'm, I'm dreaming here. Uh, could you see that this thing is, this legislation, the way it sits right now, all of a sudden all these orders come in and people are buying turbines to safe harbor them. And it's just making that, that renewable industry economy just churn for a year. And then it comes down to it. And like that is taking notice of by the administration, taking notice of like, Hey, actually there is demand for this renewable [00:03:00] energy. There is a ton of jobs happening here. There's all kinds of people trucking, there's all kinds of people delivering. And then like, maybe we should relax and change these things because this, they're still moving forward. Could you see that changing?  Phil Totaro: That is unlikely. But they're definitely, I mean, we know how politics works, and this isn't exclusive to any, you know,

The data is in—and it's not just about pipeline volume, it's about what the numbers really mean. In this #NoVacancyNews, Glenn Haussman sits down with Bruce Ford, SVP at Lodging Econometrics. They're breaking down the latest U.S. #hotelconstruction pipeline data and uncovering the trends shaping where and how hotels will renovate and build next.

Join Robb Chapin, Co-Founder of Channel Marker Advisors, as he joins the show to give us a play-by-play breakdown of senior living. Hear incredible insights from an industry veteran on the current state of senior living and the direction we're headed. Hear everything from new projects to how operators can pivot to thrive.This episode was recorded at the NHI Symposium. Produced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

The A.I. race is heating up, and according to Christine Short, no one showed that more than Alphabet (GOOGL) last week. She points to the mega cap company's cloud revenue and planned $85 billion capex spending as a clear signal A.I. is here to stay. Ivana Delevska says it will be a long road for Mag 7 companies to deliver on those returns, a risk she says investors should be aware of. She notes Apple's (AAPL) headwinds it needs to address in earnings.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I break down Google Cloud's explosive Q2 performance — including a 32% revenue jump, a $106 billion backlog, and a surge in billion-dollar deals.Highlights00:14 — We saw a great re-acceleration by Google Cloud. In Q2, it recorded great numbers across the board. I think what this shows is that large enterprises are buying fully into the Google Cloud value proposition. It's made huge strides there. These are AI-hungry customers who realize they've got potentially a great partner in Google Cloud.01:05 — Q2 revenue for Google Cloud was up 32% to $13.6 billion. The backlog for Google Cloud was up 38% to $106 billion. This is a number that Google Cloud has not released publicly before. It was buried deep in their numbers. But it brought it up on the earnings call. One quarter ago, it was about $90 billion. It's now at $106 billion. Billion-dollar deals surged.02:39 — It added 28% more in Q2 than it did in Q1 — huge. Again, a sense of momentum. It's bringing in new revenue, new customers, new prospects. Also, Google Cloud's parent company, Alphabet, is boosting CapEx by $10 billion for this year — up from the original $75 billion plan.03:38 — I'll be looking to see, on July 30, when Microsoft releases its numbers: did they see the same kind of growth acceleration that Google Cloud did? In Q1, Google Cloud's revenue grew 28%. This quarter, it improved to 32%. While Microsoft's cloud business is much bigger than Google Cloud, it's understandable that Google Cloud would have a higher growth rate.04:35 — Google Cloud is doing a lot of things right — from its AI-native technology and cloud infrastructure business, to what it's doing in data analytics, and the way it's forged partnerships with everybody: Oracle, SAP, ServiceNow, Salesforce, Workday. It's really opened it up.05:00 — It's making it easier for customers to put together the complex types of solutions needed as we move into this very different future. Hats off to Google Cloud and Thomas Kurian for a great quarter. Visit Cloud Wars for more.

This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup world and how today's founders need to bring fun back into the ecosystem, why most public policy around AI is just noise, whether Apple's best move is to simply not care about AI hype, and the business model reckoning for OpenAI. Stay till the very end for a sneaky savage moment from Brit!Chapters:02:00 – The Real Reason Early VC Worked: Fun03:50 – Authentic Fun vs. Fake Fun in Startups05:40 – AI Hacks, JSON, and the Joy of Building09:45 – AI Data, Human Correction, and Social Graphs12:15 – Tesla's Trillion-Dollar Marketing Stunts16:23 – Google's CapEx, Meta's Moat, and AI Spending18:15 – OpenAI's Extension: Business Model Reckoning27:08 – Apple's AI Strategy: Does Not Caring Win?36:20 – AI Companions & The Threat to Social Platforms39:15 – Google's Secret Weapon: Let OpenAI Take the Bullshit47:15 – Founders: Build What You Love, Or Regret It53:30 – Savage Brit & Monjaro Shots in NYCWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://www.youtube.com/@MoreorLessPodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Get the stories from today's show in THE STACK: https://justinbarclay.comKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

In this episode of CPM Customer Success, we explore how OneStream's relational blending capability empowers FP&A teams to plan faster, forecast smarter, and tie every strategic decision back to granular operational data — all in real time. This episode covers: The biggest pain points finance teams face when working with disconnected data How relational blending allows real-time integration of HR, sales, project, and operational data into financial models Real-world use cases, including People Planning, CapEx, Zero-Based Budgeting, and Lease Accounting A detailed success story from a large state university in the Southeast that streamlined 24 legacy apps and enabled planning across 25,000 employees with OneStream Whether you're struggling with siloed systems, Excel chaos, or slow decision cycles, this episode will help you reimagine FP&A with a unified, driver-based approach. Subscribe to stay ahead in your finance transformation journey.

This week, David Loos, co-founder of Frontline Bud Foundation and the founder of Farmer Dave's Consulting joins the Cannabis Equipment News podcast to discuss the birth of Minnesota's cannabis market, why cannabis is a good industry to build a career and whether or not state cultivators can survive an open market. Oh, and why operators can't skimp on capital expenditures—that's a big one too. Please make sure to like, subscribe and share the podcast. You could also help us out by giving the podcast a positive review. Finally, to email the podcast or suggest a potential guest, you can reach David Mantey at David@cannabisequipmentnews.com.

What if the smallest line item in your solar project budget could unlock millions in financing?Solar projects don't get financed on hope—they get financed on data.Meet Ann Will, founder of GroundWork Renewables, the company solving one of utility-scale solar's biggest pain points: uncertainty. GroundWork has quietly enabled over 1,000 met campaigns and helped developers secure billions in funding with high-accuracy irradiance and resource assessment data.In this episode, you'll discover how Ann turned a mid-life career pivot into a multimillion-dollar clean energy business that developers and financiers now rely on to de-risk their projects.Ann's story blends grit, intuition, and a deep understanding of both Wall Street and renewable energy. From pioneering irradiance measurement campaigns to scaling nationwide data platforms and working with leading developers like Recurrent Energy and Lightsource bp, Ann has helped the industry embrace data as a competitive advantage.Expect to learn:

Dawn welcomes Joe Lavorgna, Counselor to Treasury Secretary Scott Bessent, onto the Dawn Stensland Show to hear some great news about the economy, some positive trends and a 'CapEx Comeback' in private industry in response to the passing of the One Big, Beautiful Bill. Lavorgna tells about a provision in the bill that allows business to fully expense capital expenditures moving forward and retroactively to the start of Trump's term. Also, Lavorgna previews what to expect ahead from Bessent and the Trump administration, as Trump plans a trip to the Federal Reserve to meet with Chair Jerome Powell.

The Cash Flow Blueprint every contractor wishes they had sooner: coltivar.com/cashflow You can do $10M, $50M, or even $100M in revenue and still be broke. That's the brutal truth behind many construction companies today. In this episode, Steve breaks down the critical difference between profit and cash flow—and why net profit on your income statement can lie. You'll learn why even “profitable” businesses go bankrupt, how working capital and CapEx quietly drain your cash, and the financial benchmarks every contractor should know. Whether you're trying to get a grip on your numbers, protect your margins, or stop stressing about payroll, this episode will help you avoid the most dangerous financial traps in construction. Disclaimer:  The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. www.coltivar.com

Ever wondered how a space can make you feel genuinely cared for? Bruno Viterbo, Vice President of Design at Irvine Company, shares his profound insights into 'the sense of being known' and how it transforms hospitality design at every scale. Bruno shares his extensive experience in the design and real estate industries, including insights from his previous roles at Champalimaud Design and Las Vegas Sands Corp. He reflects on the unique lessons learned from industry legends and how these insights have shaped his approach to creating extraordinary spaces. The episode highlights the significance of partnerships, the role of conviction in leadership, and the challenges and creativity involved in working within regulatory constraints.Takeaways: Taking a moment to genuinely connect with people around you can provide opportunities for deeper understanding and relationships. Make an effort to be attentive and engaged in your interactions.Maintaining a sense of curiosity about other cultures, experiences, and professions can greatly enhance your perspective and creativity. Don't hesitate to dig deeper and ask questions about the hows and whys of different practices.Cultivating long-term relationships with colleagues, clients, vendors, and mentors can significantly enhance your professional journey. Trust and mutual respect are foundational to successful collaborations.Embrace challenges and view constraints as opportunities to innovate. Regulatory and environmental constraints can inspire new levels of creativity and problem-solving.Always consider the end-user's experience first. This mindset can guide decisions in design, customer service, and overall environment creation, ensuring a more meaningful impact.During economic downturns or challenging times, focus on maintaining quality, supporting your team, and staying optimistic. Resilience and adaptability can help navigate and thrive in difficult periods.Learning from experienced professionals can significantly shape your career. Be open to listening and absorbing lessons from mentors and industry veterans.Quote of the Show:“I started by thinking that we needed to do a lot, and over time I realized I just need to listen a lot more. Then the doing sort of comes with it.” - Bruno ViterboLinks:LinkedIn: https://www.linkedin.com/in/bruno-viterbo/ Instagram: https://www.instagram.com/viterbobruno/ Website: https://www.irvinecompany.com/ Shout Outs:0:41 - Champalimaud Design https://www.champalimaud.design/ 0:42 - Las Vegas Sands Corp https://www.sands.com/ 0:56 - Gold Key Awards https://goldkeyawards.com/ 1:47 - HD Expo https://hdexpo.hospitalitydesign.com/ 9:05 - Alexandra Champalimaud https://www.linkedin.com/in/alexandra-champalimaud-1741b91b/ 9:10 - Sheldon Adelson https://en.wikipedia.org/wiki/Sheldon_Adelson 9:12 - Wing Chao https://en.wikipedia.org/wiki/Wing_T._Chao 12:13 - Disney https://www.disney.com/ 21:56 - NeoCon https://neocon.com/ 24:20 - Donald Bren https://www.donaldbren.com/ 28:12 - Napoleon https://en.wikipedia.org/wiki/Napoleon 28:14 - Julius Caesar https://en.wikipedia.org/wiki/Julius_Caesar 35:35 - Traction https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837 41:55 - Bear Stearns https://www.bearstearnscompanies.com/ 47:29 - The Venetian https://www.venetianlasvegas.com/ 47:34 - CES https://www.ces.tech/ 

“You can now connect everything—cloud workloads, offices, data centers, users—on one software-defined network, without the hardware.” — Elizabeth Aris, CEO, Astrotel In this Technology Reseller News podcast, Publisher Doug Green interviews David Klebanov, a leading architect at Alkira, and Elizabeth Aris, CEO of Astrotel, to explore how their partnership is delivering Network Infrastructure as a Service (NIaaS) to global enterprises—without the capital investment or complexity of traditional networking. Born in the Cloud, Built for the AI Era Alkira, founded in 2018, was born with a vision to deliver networking the same way cloud services are consumed: on demand, scalable, and usage-based. The Alkira platform runs entirely in the cloud—across AWS, Azure, and Google Cloud—allowing enterprises to deploy secure, high-performance global networks in hours, not months. “Our platform is the networking and security foundation for today's distributed, cloud-first enterprise,” said Klebanov. “And it's built to support AI workloads and multi-cloud architectures from day one.” Channel-Driven and Globally Deployed Astrotel, based in Sydney, is a service provider and Alkira partner helping customers across the Asia-Pacific region deploy network services in minutes using Alkira's cloud-native platform. Aris emphasized the advantage: no hardware, no CapEx, and up to 60% cost savings. “We're setting up entire global networks using Alkira's software-based cloud exchange points. It's a massive differentiator,” said Aris. “From remote Australia to Hong Kong to London, you just connect your sites to the nearest cloud region—there's no need to negotiate with local telcos or install new gear.” Enterprise-Grade Security and Simplicity The Alkira platform integrates firewall, DNS, DHCP, and other critical services directly into its virtualized architecture. IT teams can manage and secure the network through Alkira's centralized portal—or via REST APIs and Terraform for programmatic deployments. A single control plane manages the entire hybrid network—connecting public cloud workloads, private data centers, branch offices, remote users, and partner networks. This includes secure extranet support for M&A environments, allowing partial segmentation during network convergence. A Win for Carriers, Too Interestingly, carriers are also using Alkira to extend their reach. Aris explained that tier-one telcos are deploying Alkira to serve customers in markets where they lack infrastructure. “Instead of buying wholesale access from foreign providers, they spin up Alkira and deliver services in hours. It's flexible, fast, and operationally simple.” Where to Learn More Visit alkira.com to explore Alkira's cloud-first networking platform. Visit astrotel.io to learn how Astrotel deploys Alkira services across Asia-Pacific. Partner Opportunities: Alkira's 100% channel-focused model is open to partners in the U.S., Canada, and globally who are ready to offer NIaaS and cloud-native connectivity solutions.

Hour 2 of the Wednesday Bob Rose Show, on how Trump's ‘One Big Beautiful Bill' is driving a surge in businesses' capital expenditures. Robust economic signals, plus all the morning's breaking news for 7-23-25

Here's your Daily dose of Human Events with @JackPosobiecThe only thing worse than getting hacked is knowing you could have stopped it and didn't take action when you could have. So go to https://www.PATRIOT-PROTECT.COM/POSO  and use promo code Poso for 15% off a yearly subscription.Support the show

Jimmy Justice, Chief Operating Officer of William James Group, joined the show to share insights on their growth in secondary markets, employee retention strategies, and what work-life balance means for those in seniors housing.This episode was recorded at the NHI Symposium. Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

The reckoning is here. Once a safe harbor, Big Tech has finally also gone full out on layoffs. Is this a structural shift to employment in Tech? Will the subsequent talent spillover be great for start-ups and entrepreneurship? Will it positively affect other industries?In this episode of Tech Deciphered, we will answer these and other questions in a deep discussion on the Global Tech Labor reset.Navigation:Intro (01:34)Layoffs & RestructuringShifts in Compensation & PerksRise of Fractional, Freelance, and Solopreneur WorkTalent Spillover to Other SectorsGeography & Culture ShiftsConclusionOur co-hosts:Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmittNuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedroOur show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Goncalves PedroWelcome to Episode 66 of Tech DECIPHERED. Today, we'll talk about the global labour tech reset. Tech and big tech, which seemed immune to any lay-offs, seems now to be under fire. Massive lay-offs over the last 2.5 years, a lot of discussion around the importance of having a computer science, computer engineering background, and so what seemed to be a safe haven for any graduate is now under stress.  Today, we will discuss the structural perspective on what's happening in the market, if this is a long-term trend or not, what has led us to this, and what is next. We'll talk about the rise of fractional freelance and solopreneur work, as well as talk about talent spillovers, and some of the usual geographical dynamics around the space. Bertrand, a huge shift in tech. Bertrand SchmittYes, definitely. It's pretty big. I think it started probably around 2022, once we got some changing interest rates that have a pretty massive impact in stock prices for a lot of companies. At that time, a lot of companies decided, and usually under some pressure, that it was time to be more efficient, to generate more cash. Yes, you want to grow, but not grow at all cost. You have to go efficiently.  That's when we started to see some share price going down and step by step, quarter after quarter. Some change in attitude with a lot of big tech and that has created some impact in term of lay-off from different parts of the business, from the sales team to the DNA, to even engineering R&D.  What is also been happening since 2022, 2023 is a change of focus. A lot of focus is being put in AI. A lot of investment in CapEx is going to AI. At some point, if you want to keep doing all this investing, investments, you might have to get some other part of the business in order to create additional savings to do all the spend you can in AI. There has been more recently a switch. It's not about just efficiency to push all the… But generating the ability to invest in AI. Nuno Goncalves PedroIt's part of a broader movement. Before we step back a little bit and go back in history, even recently, we've heard that there's talks between Meta and a bunch of private equity firms like KKR, Brookfield, Apollo, and others, to actually help in financing data centers. Meta is a gigantic company, so one would assume they have cash to do all these things. Maybe they don't.  To your point, that level of efficiency that is now needed in the market where you need to throw actual money, CapEx, into the building of infrastructure, the building of the core underpins of what you're doing is pretty vital. But let's go back a little bit of a second, and we've talked about it maybe in our early episodes.  Companies like Meta, Facebook back in the day, Google, Alphabet now,

Why MQLs Are Broken (And What to Measure Instead)B2B marketers are under pressure to generate pipeline. But the truth is, most of us are stuck operating inside a broken GTM system that was never built for how buyers actually buy.In this episode, we're joined by Steve Patti — 7x CMO, 3x sales leader, and creator of the Brand Demand Expand framework — alongside Adem Manderovic, co-founder of CRO School and architect of Closed Circuit Selling.Together, we unpack why the MQL became marketing's biggest mistake, how misaligned incentives broke sales and marketing, and how to rebuild your go-to-market so it's actually commercially viable.Steve shares real stories — including how he used account intelligence to guide $200M in CapEx — and outlines the system he used to align sales, marketing, and product around real buyer needs.Tune in and learn:+ Why MQLs are based on “fantasy intent” — and what to track instead+ How to replace lead gen with real account intelligence+ What sales, marketing, and CS need to align on to win deals (and renew them)If you're a B2B marketer frustrated with misaligned GTM motions, noisy Martech promises, and the pressure to deliver pipeline from people not ready to buy — this episode is a must-watch.-----------------------------------------------------

In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex plans, the company is positioning itself for a major growth comeback after years of stagnancy. We dive into its competitive edge, market presence across 80+ countries, and the key risks and triggers that could define the next phase of this specialty chemicals player.Perfect for investors, analysts, and business enthusiasts who want a clear, structured view of this speciality chemicals player.

“We love the one-off projects, but our real passion and what we're really looking for are ownership groups where we can do a project with them, forge a relationship, build that trust, and then we grow alongside them.” Joining Dan is Aggie Zamir, Vice President of National Hospitality and Gaming at Cumming Group. They discuss Aggie's insights into the luxury hospitality industry, the importance of building trust and relationships, and how Cumming Group works as a project management office (PMO) and owner's representative. The conversation also touches on mentoring young professionals, the impact of industry organizations like AHLA, and the personal fulfillment that comes from fostering community within the hospitality sector. Takeaways: Establish trusted relationships within your teams and with clients. Trust and strong relationships can help navigate through project stresses and challenges more effectively.Focus on finding clients who appreciate and value your service offerings and are looking for a long-term partnership. This can help with sustained, meaningful growth rather than just seeking one-off projects.Whether in a project setting or through professional dinner gatherings, creating a sense of community among colleagues, clients, and industry professionals can lead to more inspiring and productive collaborations.Navigate client preferences by partnering them with experienced team members who can help guide projects to success while respecting client visions and requests.Utilize available technology like project dashboards to keep track of multiple project metrics and ensure streamlined communication across teams and with clients.Get involved in mentoring young professionals or students in related fields. It can be both personally rewarding and beneficial for the industry.Quote of the Show:“Everybody can participate in their community or participate in the industry or mentoring in their own personal way, right? There's no prescription for it.” - Aggie ZamirLinks:LinkedIn: https://www.linkedin.com/in/aggie-zamir-a750982b/ Website: https://cumming-group.com/ Shout Outs:0:42 - AHLA https://www.ahla.com/ 0:45 - SCI Arc https://www.sciarc.edu/ 2:37 - Redbird https://redbird.la/ 37:16 - Joe Saatcamp https://www.linkedin.com/in/joe-saatkamp-3b1b6712/ 37:32 - TRT Holdings https://trtholdings.com/ 37:39 - Omni Hotels https://www.omnihotels.com/ 38:46 - Gavin Middleton https://www.linkedin.com/in/gavin-middleton-48aa9910/ 38:56 - Starwood Capital https://www.starwoodcapital.com/ 42:35 - Channing Henry https://www.linkedin.com/in/channinghenry/ 43:45 - Marriott https://www.marriott.com/default.mi 52:16 - Hollywood Bowl https://www.hollywoodbowl.com/ 52:18 - Musso and Frank's https://mussoandfrank.com/ 52:25 - Dodgers https://www.mlb.com/dodgers 52:28 - Rams https://www.therams.com/ 

Dan Nathan and Gene Munster discuss major investment themes in the latest RiskReversal Podcast. They reflect on market conditions from April, evaluating whether the decline in S&P 500 and NASDAQ presented a generational buying opportunity for tech stocks. They discuss the performance of AI-related companies, cloud growth, and CapEx expectations. Gene shares insights on Microsoft, the challenges it faces, and possible market reactions. The conversation also covers Apple's management competence and future AI developments, Tesla's integration with xAI, and its market positioning amidst pricing challenges. Lastly, they touch upon the performance disparities between hardware and software sectors in the AI field. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

HPQ Silicon $HPQ $HPQFF is making a bold leap into battery commercialization—targeting Q3 2025 to launch its own line of high-performance 18650 and 21700 battery cells for the North American market. The company is now bypassing the traditional two-phase rollout strategy and entering production concurrently with its French R&D partner, Novacium. This shift not only accelerates market access but does so without major capital expenditures, thanks to an outsourced manufacturing model.WHY IT MATTERS TO INVESTORSThis isn't just a pilot project—it's a clear step into revenue-generating operations. HPQ is leveraging its exclusive North American license to manufacture next-gen silicon-enhanced lithium-ion batteries, addressing surging demand in mobility, power tools, and defense.“We're positioned to deliver our own high-performance 18650 and 21700 batteries to the North American market by the end of Q3 2025—unlocking the full commercial value of our exclusive license.” — Bernard Tourillon, President & CEO, HPQ SiliconKEY HIGHLIGHTSZero Capex Entry: Batteries will be produced under HPQ specifications by third-party manufacturers—removing upfront riskPerformance Advantage: Independent testing shows HPQ's Gen 3 battery tech delivers 20–30% more energy over 1,000+ cycles—outlasting common cells that fail after 300Expanding Inquiries: HPQ has confirmed interest from North American stakeholdersDistribution Strategy Underway: Early B2B outreach has begun with spec sheets already requested from potential customers and branding development in progressScalable Opportunity: A 50-ton pilot plant could support production of up to 5 million battery cells, aligning with commercial scale needsWHAT SETS HPQ APARTHPQ Silicon isn't just chasing the battery trend—it's entering with a sellable product, validated performance metrics, and a path to early revenues before building out infrastructure. The company retains flexibility to scale production while maintaining margin strength due to premium battery performance.OUTLOOKThe move to commercialize batteries after years of R&D positions HPQ to potentially sign its first battery contracts before year-end. For investors seeking exposure to the energy transition without the usual Capex risk, HPQ's current trajectory deserves serious attention.Watch the full interview for more insights into HPQ's Q3 commercialization strategy and what's next in the company's multi-vertical roadmap.

What can Toy Story teach us about senior living? Find out on this episode of Bridge the Gap with Matthew Luhn, a former Pixar and Simpsons Story Artist who helped create the stories of classics like Monsters Inc., Finding Nemo, Ratatouille, and more. Learn everything from structuring stories to how to build trust, plus a few exciting details about future projects. This episode was recorded at the NHI Symposium. Produced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Jump back into the Pure Report as we welcome back Jim Weaver, Pure Storage Strategic Advisor for the Public Sector, to explore how federal policy changes and budget uncertainties are reshaping state and local government IT strategies. Drawing from his extensive experience as a former state CIO, Jim provides insider insights into navigating federal impacts while discussing the shift from CAPEX to OPEX models as agencies seek operational flexibility in turbulent times. The conversation dives deep into Pure Storage's new Public Safety campaign, examining the technology behind video surveillance, body cameras, forensics data collection, and next-generation 911 systems that are transforming how government agencies serve and protect their communities. Don't miss this essential discussion on the intersection of politics, budgets, and cutting-edge technology in the public sector.

“Behind the scenes,” Eric Kelly is hearing discussions about tariffs, but everyone needs more time to see the impact. He's only a little bit long tech now because of this uncertainty. “Capex intentions have just plummeted,” he says. For later in the year, he thinks that “If the Fed can start moving…it sets the stage for us to make a broader play into small caps.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den neuen Drohnen-Liebling, einen Bitcoin-Rekord und die Rückkehr des Wasserstoff-Hypes. Außerdem geht es um Volatus Aerospace, WK Kellog, EssilorLuxottica, Meta Platforms, Plug Power, Bloom Energy, Ballard Power, L&G Hydrogen Economy ETF (WKN: A2QMAL), Hershey, Nvidia, Apple, Microsoft, Standard Oil/ExxonMobil, General Electric, NTT, Intel, Texas Instruments, Micron Technology, Eli Lilly, Merck, Air Products, Freeport-McMoran, Keysight, Hess, Williams, EQT, Amundi MDax ETF (WKN: LYX0R1), RWE, National Grid, Rio Tinto, Antofagasta, Infineon, ASML, SAP, Leonardo, Astrazeneca, Merck, Novo Nordisk, Almonty Industries. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it's time to mark my own work. From AI capability breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in force.In this episode you'll hear:The AI wall that never came: Ten-million-token models exist, O3 scores 25% on Frontier Math vs GPT-4's 2%, but some models are inconsistent and overthink problemsWhen bots officially out-talk humans: My modeling shows LLMs crossed the threshold of producing more text than humans sometime this summerThe Waymo vs Uber SF battle: They've beaten Lyft and expanded to New York, but Tesla's Austin robo-taxi fleet changes the competitive landscapeClimate and energy predictions that were "too easy": Record climate extremes, 30% solar growth, and Indonesia's stunning EV jump from 20% to 80% in two yearsWhat I completely missed: The AI capex boom, humanoid robots at Figure/BMW/Amazon, and workforce impact with CEOs reporting 20-50% AI assistanceWhy getting too many predictions right is a problem: I reflect on whether scoring too well means I didn't push boundaries enough in my forecastingThe 2027-2028 turbulence ahead: Why four-year-old AI startups challenging incumbents while early adopters reap deep organizational benefits will create economic turbulenceOur new showThis was originally recorded for “Friday with Azeem Azhar”, a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below.The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar?originalSubdomain=ukTwitter/X: https://x.com/azeemTimestamps:(00:00) Grading my predictions from January 2025(01:23) #1: No AI Wall(03:59) #2: Warp-speed deployment(05:16) #3: Bots out-talk humans(06:24) #4: Waymo overtakes Uber in SF(08:31) #5: Climate extremes intensify(09:09) #6: Solar keeps breaking records(10:06) #7: EVs shift up a gear(11:12) The problem with predicting too accurately(12:01) What I missed(12:14) The CapEx boom around AI(13:56) The rise of humanoid robots(14:36) AI's impact on the workforce(18:40) Looking ahead(18:48) Infrastructure first, apps next(19:52) 2027/2028 will be a "period of fireworks"(21:39) When we'll find out if AI is a bubble(23:02) A question for the futureProduction:Production by supermix.io and EPIIPLUS1 Ltd

What happens to property value when cap rates and NOI start moving in opposite directions—and how should investors prepare for that?   In this episode, Angel Williams speaks with Rich Neuharth and Moses Lucero about the realities of underwriting in multifamily investing. They break down cap rates, NOI (Net Operating Income), and the complex relationship between market forces and property performance. Rich walks through examples that clarify how small shifts in cap rates can drastically affect valuations and explains why mindset and transparency matter in underwriting. Angel challenges the assumptions with sharp questions, leading to a clear discussion of how to stress-test deals, factor in risk, and use underwriting tools responsibly.     [00:01 - 04:30] Cap Rates in Action How a $1M NOI changes value depending on cap rate shifts Why cap rate compression inflates property value—and vice versa The importance of separating property-level performance from market dynamics   [04:31 - 08:15] Mindset and Learning Through Repetition How mindset impacts willingness to ask questions and learn Why repeating and reframing concepts leads to deeper understanding The need for more open conversations about not understanding financial concepts   [08:16 - 12:30] Market Cap vs. Purchase Cap What the significance of market cap rate is during appraisals How to handle disconnects between deal-level and market expectations Why accurate comps and broker input guide realistic underwriting assumptions   [12:31 - 16:00] The Push-Pull of NOI and Cap Rate in Valuation How to analyze proportional changes in cap rate and NOI Why understanding opposing forces is key to modeling The importance of building performance scenarios and exit plans   [16:01 - 19:48] Stress Testing and Long-Term Thinking How to structure deals to withstand market fluctuations Why historical cap rate trends matter when forecasting The need to balance investor expectations with conservative assumptions       Connect with Rich:   https://www.linkedin.com/in/realmindsetrich   Connect with Moses:   https://www.linkedin.com/in/moses-lucero-9026b220b/     Key Quotes:   “The market cap only affects your sale or refinance. It doesn't affect how your property operates day to day.” - Rich NeuhartH   “You're correcting for where you think cap rates are going. That helps you target NOI growth through CapEx and rent bumps.” - Angel Williams       Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

Mike Cossette is an award-winning RE/MAX broker and co-owner of RE/MAX Gateway in Austin, TX. With over 20 years of experience, Mike has built an impressive investment portfolio of 18 properties—including multifamily units, Airbnbs, and even a private island. Known for blending lifestyle, creativity, and strategic investing, he helps clients and fellow agents scale sustainably while leveraging both real estate licenses and entrepreneurial grit.    

Join Steven Scott and Shaun Preece as they explore the latest in accessible technology live from Sight Village Birmingham. From wearable navigation aids to tactile imaging, it's a jam-packed episode with real-world insights, humour, and tech highlights.In this special on-location episode of Double Tap, Steven and Shaun broadcast from Sight Village in the UK, sharing first impressions, accessibility challenges, and the tech that caught their attention. They recount the chaotic journey to their Airbnb, highlight products from HumanWare and Kapsys, and dig into emerging wearable navigation aids like the WeWalk SmartCane 2, BiPED, and KapX.The hosts also reflect on how AI is quietly transforming assistive tech—whether through devices like the Hark AI Reader or the potential for 3D tactile printing. Meta Ray-Ban smart glasses continue to generate buzz, though concerns about limited availability of functions and underwhelming AI persist. They also discuss the digital divide, accessibility in healthcare, and concerns about data privacy and regulation in the age of AI.Chapters0:00 – Live from Sight Village03:05 – Travel drama and Airbnb confusion11:30 – Navigation apps and accessibility challenges17:22 – Wearable tech: WeWalk, CapEx, BiPED28:15 – SmartCane 2 and ChatGPT integration33:50 – HumanWare tech preview: Monarch, Mantis, Cloverbook42:08 – Hark AI Reader and desktop scanning50:20 – 3D tactile printing and accessible imagery57:32 – AI regulation and digital inequality1:04:15 – Meta Ray-Bans and Be My Eyes feedback1:08:47 – The importance of Sight Village and community Find Double Tap online: YouTube, Double Tap Website---Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited. "Double Tap" is a registered trademark of Double Tap Productions Inc.

We are unpacking how REITs support senior living operators, plus hear insider details into the recent proxy fight with an activist investor straight from Eric Mendelsohn, CEO of NHI. Don't miss these valuable lessons from an industry leader on serving partners and working toward mutual success.This episode was recorded at the 2025 NHI Symposium.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

In today's episode of The Buzz on Supply Chain Now, we focus on the critical exploration of workforce skill sets within the global supply chain, emphasizing the significance of adaptability and resilience in an ever-evolving business landscape. Welcome to The Buzz!Host Scott Luton welcomes special guest host, Beau Groover, Founder & President of The Effective Syndicate, and together they illuminate the current supply chain landscape, emphasizing the critical need for adaptability in workforce skill sets amidst rapid technological advancements. They discuss:Recent research findings that highlight the importance of skill set velocity, advocating for a paradigm shift where organizations prioritize continuous learning and adaptability over mere expertiseThe essential elements of change management, underscoring the imperative of clarity and communication as foundational components for effective leadershipThe intricate relationship between workforce resilience and organizational agility, underscoring that true resilience is contingent upon the well-being of the workforceAs we navigate through various trends affecting supply chain talent, discover insights into how businesses can enhance their workforce strategies to foster an environment of continuous learning and adaptability. This episode serves as a clarion call for leaders to embrace innovation while maintaining a steadfast commitment to the well-being of their teams.Additional Links & Resources:Connect with Beau on LinkedIn:Learn more about The Effective Syndicate:Check out Beau's upcoming training: https://community.gsdrules.com/c/live-training-sessions/managing-yourself-q3Top companies prioritize skill velocity over depth as AI technology evolves rapidly and changes workplaces along the way: https://bit.ly/4lzxyCfSupply chain resilience depends on worker well-being. Here's how businesses can protect both: https://bit.ly/44KWIbwLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Transforming Operations: Flowers Foods Unveils Its Digital Supply Chain Revolution: https://bit.ly/44b8GKdWEBINAR- Tariff Watch - Unpacking the Latest Updates: https://bit.ly/3FvL2zNWEBINAR- When to Walk Away from Warehouse AI - and When to Go All In: https://bit.ly/4dFgCYqWEBINAR- Real Stories: How Digital Planning Helped Australia's Leading Packaging Manufacturer Unlock Millions in Capex: https://bit.ly/3TsxBUFWEBINAR- Unleash Your Inner Pioneer: How to Transform How You Lead:

“ It's a core tenant of who we are, and it's called put people first. We take care of our people.” Derek De Salvia, Executive Vice President and Chief Customer Officer at Hilton Grand Vacations, joins Dan today to dive into the world of vacation ownership. The discussion covers the personal and professional aspects of hospitality, the evolution and benefits of the vacation ownership model, and how Hilton Grand Vacations differentiates itself in the industry, especially as one of Newsweek's Top Most Loved Workplaces. Derek shares insights into customer education, the impact of multi-generational ownership, the importance of team member engagement, and the adaptability of vacation ownership through economic cycles and evolving customer needs. The episode concludes with advice for potential customers and an invitation to experience Hilton Grand Vacations firsthand.Takeaways: Train your team to understand the difference between basic service and true hospitality. Aim for over-delivery on guest expectations.Highlight the importance of creating lasting memories for families, which can be a significant selling point for returning customers and multi-generational travel.Ensure guests are well-informed about how to maximize their memberships or stays through tutorials, seminars, and resources available on member pages.Foster a culture of hospitality among team members. When employees feel valued and cared for, they are more likely to pass on that sentiment to guests.Consider the long-term benefits and memories that owning a timeshare can create for your family across generations, rather than just focusing on the upfront costs and annual fees.Continuously gather and act on feedback from guest surveys and team member inputs to refine services and address any issues promptly.Quote of the Show:“We couldn't talk about hospitality and what that means to people if we didn't share that love and warmth of hospitality to our team members.” - Derek De SalviaLinks:LinkedIn: https://www.linkedin.com/in/derek-desalvia-m-s-5a2b5521/ Website: https://www.hiltongrandvacations.com/ Shout Outs:0:59 - Newsweek https://www.newsweek.com/ 3:32 - Hilton https://www.hilton.com/en/ 7:59 - Danny Meyer https://en.wikipedia.org/wiki/Danny_Meyer 18:21 - Great Wolf Lodge https://www.greatwolf.com/ 18:25 - Blue Green Vacations https://www.bluegreenvacations.com/ 18:27 - Bass Pro https://www.basspro.com/home 

With a rich history in the industry, Deana Wilson, Director of Marketing and Sales at Westminster Village Terra Haute, shares insights on sales for lifeplan communities, successes of a resident fund, and new approaches to marketing efforts with CCRCs. As the Executive Chair of the Indiana Alzheimer's Association Walk, Deana also discusses her passion for raising funds in the fight against Alzheimer's. Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of Bridge the Gap. Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Joseph Jude speaks with Krishna Kumar, author of *The GenAI War Room*, who has coached over 30,000 professionals and facilitated 140+ AI workshops. Together, they explore how generative AI is changing the economics of innovation and why leaders should allocate 10% of their CapEx into “optionality bets” to stay relevant, foster experimentation, and lead responsibly in an AI-native world.What you'll listen(00:00) - Introduction (01:29) - Optionality Bets (04:07) - Funding for GenAI Experiments (07:17) - Enterprise Experiments (16:39) - GenAI Is Not A Tool But A Canvas (18:56) - Six Bucket Framework (25:31) - Team structure (29:50) - AI University (33:37) - Types of Workshops KK Conducts (38:35) - GenAI War Room Book Connect with meTwitter: https://twitter.com/jjudeLinkedIn: https://www.linkedin.com/in/jjude/Website: https://jjude.com/Newsletter: https://jjude.com/subscribeYoutube: https://youtube.com/gravitaswinsEmail: podcast@jjude.comExecutive Coaching Program: https://gravitaswins.comConnect with Krishna KumarLinkedIn: https://www.linkedin.com/in/krishnakumarm/Your feedback countsThank you for listening. If you enjoy the podcast, would you please leave a short review on Apple podcast or on YouTube? It takes less than 60 seconds, and it really makes a difference in finding this podcast. And it boosts my spirits.

In this inspiring and special episode from the Gartner Supply Chain Symposium in Orlando, Scott Luton of Supply Chain Now sits down with Whitney Shlesinger, Vice President of Global Planning and Logistics at McCormick & Company. From the bold flavors of Old Bay, Frank's RedHot, and Cholula to global supply chain innovation, Whitney shares how McCormick is blending strategy, sustainability, and leadership development to stay ahead.Key takeaways include:How McCormick structures its supply chain for resilience and growthThe power of data-driven planning and scenario modelingWhy diversity and mentorship are critical to the future of supply chainHow the supply chain functions as a unifying force across the businessWhether you're a supply chain leader or emerging professional, this episode is packed with insights on vision, structure, and building a culture of excellence. Additional Links & Resources: Connect with Whitney: https://www.linkedin.com/in/whitney-shlesinger/Learn more about McCormick: https://www.mccormickcorporation.com/Watch our other interviews from Gartner Supply Chain Symposium 2025: https://supplychainnow.com/gartner-2025 Learn more about Supply Chain Now: https://supplychainnow.com Learn more about our hosts: https://supplychainnow.com/about Subscribe to Supply Chain Now: https://supplychainnow.com/join Check out Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVk WEBINAR- Transforming Operations: Flowers Foods Unveils Its Digital Supply Chain Revolution: https://bit.ly/44b8GKdWEBINAR- Tariff Watch - Unpacking the Latest Updates: https://bit.ly/3FvL2zNWEBINAR- When to Walk Away from Warehouse AI - and When to Go All In: https://bit.ly/4dFgCYqWEBINAR- Real Stories: How Digital Planning Helped Australia's Leading Packaging Manufacturer Unlock Millions in Capex: https://bit.ly/3TsxBUFWEBINAR- Unleash Your Inner Pioneer: How to Transform How You Lead: https://bit.ly/45X3ax3WEBINAR- Still in the Dark? 4 Shipping Visibility Fails You Can't Afford This Peak: https://bit.ly/44g0NEiWEBINAR- Strengthening Fraud Defenses Through Tracking and Digital Visibility: https://bit.ly/4eiZ6t3This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/inside-mccormicks-bold-supply-chain-strategy-1446

“We are a hospitality company first and foremost.” Joining Dan this week is Alissa Klees, the Brand Leader of Spark by Hilton, the trailblazing brand that earned Hilton recognition as one of Fast Company's 2024 Most Innovative Companies. Alissa delves into what hospitality means to her, encompassing both personal and professional interactions. She shares the incredible journey of Spark, from its secretive "Skunkworks-type room" origins to its rapid global expansion. Highlights include the brand's focus on simplicity, affordability, and owner satisfaction, making conversions quick and efficient. Alissa emphasizes the positive impact on hotel staff pride and guest experiences, backed by Hilton's innovative culture and robust supply chain strategies. The episode also explores future growth opportunities and the lasting impact Spark aims to achieve within the industry.Takeaways:Ensure that the guest experience is straightforward and predictable to meet their expectations consistently. Consider establishing strong partnerships with supply chain managers. Look into negotiating bulk purchasing agreements to keep your renovation or building projects on schedule and within budget.Implement systems that align with the philosophy of 'people serving people' to build a strong, service-oriented culture.Collect and analyze guest feedback to identify design or service aspects that need improvement. Be flexible and ready to adapt based on the feedback to continually enhance the guest experience.Provide value-driven experiences to make budget-conscious guests consider and prefer your brand.Quote of the Show:“We are a hospitality company first and foremost.” - Alissa KleesLinks:LinkedIn: https://www.linkedin.com/in/alissak/ Website: https://www.hilton.com/en/brands/spark-by-hiltonShout Outs:0:48 - Fast Company https://www.fastcompany.com/ 1:50 - Skunkworks https://www.lockheedmartin.com/en-us/who-we-are/business-areas/aeronautics/skunkworks.html 2:00 - Lockheed Martin https://www.lockheedmartin.com/ 2:35 - Larry Traxler https://www.linkedin.com/in/larrytraxler/ 5:38 - Danny Meyer https://en.wikipedia.org/wiki/Danny_Meyer 6:17 - Hampton https://www.hilton.com/en/brands/hampton-by-hilton/ 16:24 - Sonesta https://www.sonesta.com/ 17:58 - JM Hospitality https://www.jmhospitality.com/ 19:58 - DoubleTree https://www.hilton.com/en/brands/doubletree-by-hilton/ 20:02 - Rogers Arena https://rogersarena.com/ 25:42 - Peloton https://www.onepeloton.com/ 32:55 - Chris Nassetta https://www.linkedin.com/in/chrisnassetta/ 36: 23 - Waldorf Astoria https://www.hilton.com/en/brands/waldorf-astoria/ 37:32 - Tru https://www.hilton.com/en/brands/tru-by-hilton/ 46:01 - Ernest Hemingway https://en.wikipedia.org/wiki/Ernest_Hemingway 49:18 - Conrad https://www.hilton.com/en/brands/conrad-hotels/ 52:58 - Graduate https://www.hilton.com/en/brands/graduate-hotels/ 53:14 - NoMad https://www.hilton.com/en/brands/nomad-hotels/ 53:25 - MGM https://mgmgrand.mgmresorts.com/en.html 

Morgan Stanley's Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia Equity Strategist. Today I'll discuss why we remain positive on India's long-term equity story.It's Tuesday, the 24th of June at 9am in Singapore.We've had a long-standing bullish outlook on the India economy and its stock market. In the last five years MSCI India has delivered a total return in U.S. dollars of 145 percent versus 94 percent for global equities and just 39 percent for emerging markets. Indian equities are our most preferred market within Asia for three key reasons. First, India's superior economic and earnings growth. Second, lower exposure to trade tariffs. And third, a strong domestic investor base. And all of this adds up to structural outperformance not just in Asia but indeed globally, and with significantly lower volatility than peer group markets. So let's dive deeper. To start with – the macroeconomic backdrop. We expect India to account for 20 percent of overall incremental global GDP growth in the coming decade. Manufacturing competitiveness is improving thanks to bolstered infrastructure in power, ports, roads, freight transport systems as well as investments in social infrastructure such as water, sewage and hospitals. Additionally, India's growing middle class offers market opportunities to companies across many product categories. There's robust domestic consumption, a strong investment cycle led by public and private capital expenditure and continuing structural reforms, including in the legal sphere. GDP growth in the first quarter was more than 7 percent and our team expects over 6 percent in the medium term, which would be by far the highest of the major economies. Furthermore, we continue to expect robust corporate earnings growth. Since the end of COVID, MSCI India has delivered around 12 percent per annum [U.S.] dollar earnings per share growth versus low single digits for Emerging Markets overall. And we forecast 14 percent and 16 percent over the next two fiscal years. Growth drivers in the short term include an emerging private CapEx cycle, re-leveraging of corporate balance sheets, and a structural rise in discretionary consumption – signaling increased business and consumer confidence, after last year's elections. Another key reason that we're positive on India currently is its lower-than-average vulnerability to ongoing trade and tariff disputes between the U.S. and its trade partners. Exports of goods to the U.S. amount to only 2 percent of India's GDP versus, for example, 10 percent in Thailand or 14 percent in Taiwan. And India's total goods exports are only around 12 percent of GDP. Moreover, for the time being, India's very large services sector's exports are not exposed to tariff actions, and are actually early beneficiaries of AI adoption. Finally, India's strong individual stock ownership means that there's persistent retail buying, which underpins the equity market. Systematic Investment Plan (SIP) flows driven by a young urbanizing population are making new highs, and in May amounted to over U.S.$3 billion. They provide consistent capital inflows. That means that this domestic bid on stocks is unlikely to fade anytime soon. This provides a strong foundation for the market and supports valuations which are slightly above emerging market averages. It also means that its market beta to global equities are low and falling, approximately 0.4 versus 1.1 ten years ago. And price volatility is well below other emerging markets. All told, making India an attractive play in volatile times. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Sean O'Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash flow is important, how the index is constructed, how momentum works, valuations within growth stocks, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Josh and Lucas as they sit down with Ryan Fischer, President and CEO of Fischer Health Care Consulting. Dive into a conversation about the future of senior living, the integration of cutting-edge technology, and the evolving needs of an aging population. Ryan shares his insights on addressing industry challenges like staffing shortages, technology integration, and the increasing demand for personalized, efficient care.Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum' bonds, despite Asia's growth drag.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Kelvin Pang: And I'm Kelvin Pang, Head of Asia Credit Strategy. Andrew Sheets: And today in the program we're going to finish our global tour of credit markets with a discussion of Asia. It's Friday, June 20th at 2pm in London. Kelvin Pang: And 9pm in Hong Kong. Andrew Sheets: Kelvin, thank you for joining us. Thank you especially for joining us so late in your day – to complete this credit World tour. And before we get into the Asia credit market, I think it would just be helpful to frame at a very high level – how you see the economic picture in the region. Kelvin Pang: We do think that the talks and potential deals will probably provide some reprieve towards the growth for the region, but not a big relief. We do think that tariff uncertainty will linger here, and it will keep growth low here; especially if we do think that CapEx of the region will be weaker due to tariff uncertainty. A weaker U.S. dollar, for example, plus monetary easing will help offset some of this growth drag. But overall, we do think that the Asia region could see 90 basis point down in real GDP growth from last year. Andrew Sheets: So, we've got weaker growth in Asia as a function of high tariffs and high tariff uncertainty that can't be offset by further policy easing. In the context of that weaker growth backdrop, higher uncertainty – are credit spreads in the region wide? Kelvin Pang: No, they're actually really low. They're probably at like the lowest since we start having a data in 2013. So definitely like a 12 to 13 year low of the range. Andrew Sheets: And so why is that? Why do you have this kind of seemingly odd disconnect between some real growth challenges? And as you just mentioned, really some of the tightest credit spreads, some of the lowest risk premiums that we've seen in quite some time? Kelvin Pang: Yeah, we get this question a lot from clients, and the short answer is that, you know, the technicals, right? Because the last two years, two-three years, we've been seeing negative net supply for Asia credit. A lot of that is driven by China credit. And if you look at year-to-date, non supply remain still negative net supply. And demand side, for example, has not really picked up that strongly. But it still offsets any outflows that we see the last two-three years; is offset by this negative net supply. So, you put this two together, we have this very strong technicals that support very tight spread. And that's why spread has been tight at historical end in the last, I would say, one to two years. Andrew Sheets: Do you see this changes? Kelvin Pang: Yeah, we do think it's changed. We have a framework that we call the normalization of Asia Credit technicals. And for that to change, essentially our framework is saying that Treasury yields use need to go down, and dollar funding need to go down. Cheaper dollar funding will bring back issuers. Net supply should pick up. Demand for credit tends to do well in a rate cut cycle. Demand tends to pick up in a rate cut cycle. So, if we have these two supports, we do think that Asia credit technicals will normalize. It's just that, you know, we have four stages of normalization. Unfortunately we are in stage two now, and we still have a bit of room to see some further normalization, especially if we don't get rate cuts. Andrew Sheets: Got it. So, you know, we do think that if Morgan Stanley's yield forecasts are correct, yields are going to fall. Issuers will look at those lower yields as more attractive. They'll issue more paper in Asia and that will kind of help rebalance the market some. But we're just not quite there yet. Kelvin Pang: Yeah, we feel like this road to rate cuts has been delayed a few times, in the last two-three years. And that has really been a big conundrum for a lot of Asia credit investors. So hopefully third time's a charm, right. So next year's a big year. Andrew Sheets: So, I guess while we're waiting for that, you also have this dynamic where for companies in Asia, or I guess for any company in the world, borrowing money locally in Asia is quite cheap. You have very low yields in China. You have very low local yields in Japan. How do those yields compare with the economics of borrowing in dollars? And what do you think that, kind of, means for your market? Kelvin Pang: Yeah, I think the short answer is that we are going to see more foreign issuers in local currency market. And, you know, we wrote a report in in March to just to pick on the dim sum corporate bond market. It benefits… Andrew Sheets: And Kelvin, just to stop you there, could you just describe to the listener what a dim sum bond is? And probably why you don't want to eat it? Kelvin Pang: Yes. So dim sum bond is basically a bond denominator in CNH. So, CNH is a[n] offshore Chinese renminbi, sort of, proxy. And it's called dim sum because it's like the most local cuisine in Hong Kong. Most – a lot of dim sum bonds are issued in Hong Kong. A lot of these CNH bonds are issued in Hong Kong, And that's why, [it has] this, you know, sort nickname called dim sum. Andrew Sheets: So, what is the outlook for that market and the economics for issuers who might be interested in it? Kelvin Pang: Yeah. We think it's a great place for global issuers who have natural demand for renminbi or CNH to issue; 10 years CGB is now is like 1.5-1.6 percent. That makes it a very attractive yield. And for a lot of these multinationals, they have natural renminbi needs. So, they don't need to worry about the hedging part of it. And what – and for a lot of investor base, the demands are picking up because we are seeing that renminbi internationalization are making some progress. You know, progress in that means better demand. So, overall, we do think that there is a good chance that the renminbi market or the dim sum market can be a bit more global player – or global, sort of, friendly market for investors. Andrew Sheets: Kelvin, another sector I wanted to ask you about was the China property sector. This was a sector that generated significant headlines over the last several years. It's faced significant credit challenges. It's very large, even by global standards. What's the latest on how China Property Credit is doing and how does that influence your overall view? Kelvin Pang: it's been four plus years, since first default started. and we've been through like 44 China property defaults, close to about 127 billion of total dollar bonds that defaulted. So, we are close to the end of the default cycle. Unfortunately, the end or default cycle doesn't mean that we are in the recovery phase, or we are in the speedy recovery phase. We are seeing a lot of companies struggling to come out restructuring. There are companies that come out restructuring and re-enter defaults. So, we do think that it is a long way to go for a lot of these property developers to come out restructuring and to get back to a going concern, kind of, status – I think we are still a bit far. We need to see the recovery in the physical property markets. And for that to happen, we do need to see the China economy to pick up, which give confidence to the home buyers in that sense. Andrew Sheets: So, Kelvin, we started this conversation with this kind of odd disconnect that kind of defines your market. You have a region that has some of the most significant growth risks from tariffs, some of the highest tariff exposure, and yet also has some of the lowest credit risk premiums with these quite tight spreads. If you look more broadly, are there any other kind of disconnects in your market that you think investors around the world should be aware of? Kelvin Pang: Yeah, we do think that investors need to take advantage of the disconnect because what we have now is a very compressed spread. And we like to be in high quality, right? Whether it is switching our Asia high yield into Asia investment grade, whether it is switching out of, you know, BBB credit into A credit. We think, you know, investors don't lose a lot of spread by doing that. But they manage to pick out higher quality credit. At the same time, we do think that one thing unique about Asia credit is that we have significant exposure to tariff risk. Asia countries are one of the few that are, you know; seven out the 10 countries that are having trade surplus with the U.S. And that's why we think that the iTraxx Asia Ex-Japan CDS index could be a good way to get exposure to tariffs. And the index did very well during the Liberation Day sell off. Now it's trading back to more like normal level of 70-75 basis point. We do think that, you know, for investors who want long tariff with risk, that could be a good way to add risk. Andrew Sheets: Kelvin, it's been great talking to you. Thanks for taking the time to talk. Kelvin Pang: Thank you, Andrew. Andrew Sheets: And thank you listeners as always, for your time. If you find Thoughts of the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

It takes determination to dive into hospitality and come out with a boutique hotel that is successful, and that is what Chris Lenz, Founder and CEO of La Compania Hotels and Resorts. Chris shares his journey from opening 37 restaurants to creating extraordinary hotels in Panama. They explore his passion for hospitality, his uncompromising vision, and the meticulous planning that goes into building unique hospitality experiences. Learn about Chris's journey from restaurateur to hotelier, his innovative trifecta perfecta concept, and his ambitious plans for redefining luxury travel in Panama.Takeaways: Always strive to create unique and memorable experiences that differentiate your property or service from others. Focus on curating personalized touches and special features in your establishment that guests will remember and talk about.Maintain an uncompromising vision and execute it with passion. The team must understand and align with this vision to consistently deliver the intended guest experience.Consider partnerships with larger brands for access to their distribution networks, loyalty programs, and market reach. Ensure the partnership aligns with your property's unique and boutique characteristics to maintain brand integrity.Enhance the guest journey by minimizing travel hassles. For example, offering private transportation or concierge services that streamline and personalize the guest's travel experience.Even with growth, maintain high standards for service, safety, and uniqueness. This is critical for retaining your brand's value and ensuring guest satisfaction.Quote of the Show:“I'm gonna build the best historic landmark hotel in Central America. I'm gonna change the tourism of this country.” - Chris LenzLinks:Website: hlcpanama.com https://www.hyatt.com/unbound-collection/en-US/ptyub-unbound-hotel-la-compania Shout Outs:2:02 - Mikey Dobin https://www.linkedin.com/in/mikey-dobin-04308468/ 2:02 - Diana Dobin https://www.linkedin.com/in/diana-dobin-319108b5/ 4:25 - Journey https://en.wikipedia.org/wiki/Journey_(band) 4:26 - Arnel Pineda https://en.wikipedia.org/wiki/Arnel_Pineda 9:36 - Setting the Table by Danny Meyer https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 10:10 - Union Square Cafe https://www.unionsquarecafe.com/ 10:15 - Gramercy Tavern https://www.gramercytavern.com/ 11:52 - McDonald's https://www.mcdonalds.com/us/en-us.html 13:14 - Rafael Nadal https://en.wikipedia.org/wiki/Rafael_Nadal 25:27 - Holiday Inn https://www.ihg.com/hotels/us/en/reservation 26:25 - UNESCO https://www.unesco.org/en 37:27 - Marriott https://www.marriott.com/default.mi 37:53 - Hyatt https://www.hyatt.com/ 43:41 - booking.com48:08 - Omni Hotels https://www.omnihotels.com/ 1:06:42 - Amtrak https://www.amtrak.com/home.html?msockid=13e7d50d81a968200de9c1bb80596956 

Sean McDonough of New West joins the pod to discuss how oil and gas bitcoin mining has changed and where the sector is headed. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers.Subscribe to our newsletter! **Notes:**• New West: $1.5M CAD per megawatt CapEx cost• Alberta flare gas mining still relatively small scale• Dual revenue streams: oil sales + Bitcoin mining• Cash flows split evenly between oil and Bitcoin• Generators are largest CapEx item, more than miners• Hash rate trading in 800-900 range for months00:00 Start02:38 New West04:26 Ownership instead of service07:35 Why don't we see more miner vertical integration10:06 JV's and risk10:56 Nat Gas economics12:30 Nat Gas more profitable than mining?15:48 Regulation in Alberta17:57 Understanding of BTC mining in Alberta19:58 Drillers shifting thinking24:37 Economics of pure play Nat Gas mining?28:45 Have oil producers soured on BTC miners?32:55 NYDIG & Caruso buyout36:09 Ai energy bottleneck41:00 Hashrate predictions42:41 Hashrate chart waves

Michael Blank is a real estate investor, author, speaker, and CEO of Nighthawk Equity. He's one of the leading authorities on apartment investing and financial freedom through multifamily real estate. With over $300 million in assets under management and author of Financial Freedom with Real Estate Investing, Michael helps investors and aspiring entrepreneurs escape the W-2 grind by acquiring multifamily properties and building sustainable income streams.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Michael transitioned from tech to restaurants to real estate after early business setbacks during the 2000 and 2008 market crashes. Multifamily real estate offers superior risk-adjusted returns due to forced appreciation and operational control compared to single-family homes. Market sentiment is often wrong—investors must look past fear-based headlines and focus on long-term fundamentals. Today's market offers lower leverage, better pricing, and a strong long-term demand outlook for multifamily housing. Education and building sophistication as an investor is critical to identifying real opportunities, especially in volatile markets.     Topics Michael's Journey into Multifamily Started in corporate software; was part of a major IPO just before the 2000 tech bubble crash. Lost significant capital in restaurant franchises during the 2008 recession. Began flipping houses before discovering multifamily through a 12-unit deal in DC that eventually sparked his passion for apartments. Built Nighthawk Equity and an education platform to help others achieve financial freedom through apartment investing. Understanding Risk-Adjusted Returns Multifamily offers superior downside protection compared to many other asset classes. Operational risk (property management) can be mitigated by using professional managers. Market risk can be managed by focusing on NOI-driven valuation rather than relying on market appreciation like single-family. Investors must evaluate underwriting assumptions—rent growth, vacancy, CapEx reserves, and debt terms—to fully assess risk. Why Multifamily is Attractively Priced Today Current deals are 30% below 2021 peak prices. Leverage is lower and more conservative, reducing financial risk. Interest rates are flat or declining, improving the outlook for new acquisitions. Long-term demand remains strong due to the lack of new affordable housing supply. Investor Sentiment and Sophistication Market sentiment swings often don't reflect true investment fundamentals. Sophisticated investors like institutions are returning to the market now while many retail investors remain fearful. Successful investing requires becoming a student of the market and evaluating data beyond media headlines. Raising Capital in Today's Market Focuses heavily on education to help investors understand why now may be a great buying window. Transparency, data-driven insights, and regular communication are key to re-engaging cautious investors. Building long-term relationships and trust remains critical to capital raising success.    

In today's episode of the Second in Command podcast, Cameron is joined by Jonathan Abrarpour, COO Alliance member and COO of Empower Pharmacy.Listen as Jonathan reflects on the challenges of managing growth and opportunity within a rapidly evolving organization. He explores the delicate balance between chasing expansion and maintaining focus, revealing how saying "no" can be just as crucial as saying "yes." The discussion uncovers the nuanced strategies behind prioritizing projects, aligning team goals, and managing distractions—all essential skills for sustaining momentum without losing sight of the bigger picture.You'll discover the complexities of building an effective management system that encourages autonomy while maintaining accountability. Get a peek into how teams coordinate, make capital investment decisions, and refine processes to avoid unnecessary bloat. Jonathan also shares candid thoughts on the ever-present struggle to improve productivity, emphasizing a culture built on quality, efficiency, and mindset—one that demands getting things right the first time.This episode offers insights on the evolving nature of leadership, the importance of hiring the right people, and the journey toward doing less but accomplishing more.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:Empower Pharmacy's growth from a small storefront pharmacy with 32 employees to a company with 1200 employees across three states. (3:04)The shift in the pharmaceutical industry towards customized forms of medicine, driven by the need for personalized treatment. (10:56)The cultural differences in hiring as Empower Pharmacy grew from 32 to 1200 employees. (13:28)Empower Pharmacy's current focus on domestic growth, with plans to explore international opportunities in the future. (29:13)The CapEx charter process, which involves weekly meetings to review and approve capital requests. (32:49)And much more...Resources:Connect with Jonathan: Website | LinkedInConnect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders

In today's episode of the Second in Command podcast, Cameron is joined by Jonathan Abrarpour, COO Alliance member and COO of Empower Pharmacy.Listen as Jonathan reflects on the challenges of managing growth and opportunity within a rapidly evolving organization. He explores the delicate balance between chasing expansion and maintaining focus, revealing how saying "no" can be just as crucial as saying "yes." The discussion uncovers the nuanced strategies behind prioritizing projects, aligning team goals, and managing distractions—all essential skills for sustaining momentum without losing sight of the bigger picture.You'll discover the complexities of building an effective management system that encourages autonomy while maintaining accountability. Get a peek into how teams coordinate, make capital investment decisions, and refine processes to avoid unnecessary bloat. Jonathan also shares candid thoughts on the ever-present struggle to improve productivity, emphasizing a culture built on quality, efficiency, and mindset—one that demands getting things right the first time.This episode offers insights on the evolving nature of leadership, the importance of hiring the right people, and the journey toward doing less but accomplishing more.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:Empower Pharmacy's growth from a small storefront pharmacy with 32 employees to a company with 1200 employees across three states. (3:04)The shift in the pharmaceutical industry towards customized forms of medicine, driven by the need for personalized treatment. (10:56)The cultural differences in hiring as Empower Pharmacy grew from 32 to 1200 employees. (13:28)Empower Pharmacy's current focus on domestic growth, with plans to explore international opportunities in the future. (29:13)The CapEx charter process, which involves weekly meetings to review and approve capital requests. (32:49)And much more...Resources:Connect with Jonathan: Website | LinkedInConnect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders