Podcasts about capex

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

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.    

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome 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 months 00:00 Start 02:38 New West 04:26 Ownership instead of service 07:35 Why don't we see more miner vertical integration 10:06 JV's and risk 10:56 Nat Gas economics 12:30 Nat Gas more profitable than mining? 15:48 Regulation in Alberta 17:57 Understanding of BTC mining in Alberta 19:58 Drillers shifting thinking 24:37 Economics of pure play Nat Gas mining? 28:45 Have oil producers soured on BTC miners? 32:55 NYDIG & Caruso buyout 36:09 Ai energy bottleneck 41:00 Hashrate predictions 42:41 Hashrate chart waves

Listen as Kevin Colley, Head of at Sales Bridge Senior Living, sits down to discuss where we've gone wrong in sales, and how new technology is giving senior living a chance to course correct. Hear insights on AI, embracing new tech, and becoming one of the biggest industries. 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.

In this episode, we chat with Neil Herbert, Chairman of Pulsar Helium, a leading primary helium exploration and development company listed in Canada and the United Kingdom, with its flagship Topaz Project in Minnesota, USA, which has one of the world's highest concentrations of helium. Neil brings over 30 years leading and advising companies from start up, through IPOs, development and over US$3bn of M&A.  KEY TAKEAWAYS Pulsar Helium is focused on a primary helium project in Minnesota, which boasts some of the highest concentrations of helium globally, with a significant advantage of having no hydrocarbon association. Helium is increasingly vital for various technological applications, particularly in microprocessor production and healthcare (e.g., MRI scanners).  The U.S. federal government is actively supporting projects like Pulsar Helium, aiming to ensure local supply chains for critical materials.  The project requires relatively modest capital expenditure (between $10 million to $50 million) due to its small footprint and the absence of toxic gases. Financing options include existing bank facilities and potential state and federal support. If current testing goes well, Pulsar Helium aims to reach a financial investment decision (FID) early next year, with potential production starting as early as 2026, depending on the success of ongoing operations and permitting processes. BEST MOMENTS "The value of helium is around 100 times that of natural gas. It's a very high value product, and the potential returns on these projects could be phenomenal." "We started looking at projects in Africa, but when this opportunity came up in the States, it was just a no brainer. It was a project that was so good, you couldn't miss it." "The biggest consumer in the world of helium is actually the United States. They have a big space program and a big healthcare industry, making local supply crucial." "We're looking at a range of CapEx around 10 to 50 million. Given the relative modest amounts of money involved, I don't expect enormous problems with that." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS  X > https://x.com/pulsarhelium LinkedIn > https://www.linkedin.com/company/pulsar-helium-inc YouTube > https://www.youtube.com/watch?v=EHGkYuAePJw $PLSR Insights > https://pulsarhelium.com/Community/PLSR-Insights/default.aspx https://www.pulsarhelium.com/overview/default.aspx connect@pulsarhelium.com CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Markets, Modi, Gold & Grief: A Week That Shook India Markets on Edge It was a volatile week for Indian equities. With Israel-Iran tensions escalating and Brent crude spiking over 12%, investors dumped risky assets. The Nifty 50 closed down 1.14% at 24,718, while the Sensex slipped 1.30%. Market heavyweights like HDFC Bank, Reliance, and SBI led the decline. Vinod Nair of Geojit said early optimism from US–China trade talks faded quickly. “Global risk-off sentiment took over. Safe havens like gold and US bonds rallied.”  5 Big Market Triggers This Week: Israel-Iran conflict – with US and UK now militarily involved. US Fed Meet (June 17–18) – No rate cut expected, but Powell's tone will matter. Crude Oil Surge – Could reignite inflation, hurt margins. FPI Outflows – ₹4,812 crore pulled out in June so far. Macro Data Watch – WPI, trade numbers, Eurozone CPI, and US jobless claims on radar. Throw in the G7 summit in Canada and it's a headline-heavy week ahead. Air India Crash: A Nation Mourns A high-level probe begins into the devastating Air India Flight AI-171 crash that killed 270 people, including former Gujarat CM Vijay Rupani. The Boeing 787 crashed just after takeoff from Ahmedabad on June 12. Only one passenger, Vishwashkumar Ramesh, survived. A committee led by the Union Home Secretary has three months to recommend new aviation safety protocols. The second black box has been recovered, and DNA identification of victims is underway. Authorities praised the swift rescue response, but the nation now waits for answers. Gold's Glimmer Grows Gold is closing in on the ₹1 lakh mark. On June 13, 24K gold hit ₹99,058 per 10g, buoyed by geopolitical fears, a soft dollar, and a weakening rupee. Experts say don't sit this out. Naveen Mathur of Anand Rathi recommends gold ETFs via SIPs as a smart hedge. Devang Shah from Axis MF says more upside is possible. Meanwhile, central banks are hoarding gold amid what some call “global de-dollarization”. Gold ETF assets are up 88% year-on-year, now near ₹59,000 crore. Modi's Global Pitch: India Means Business At the India–Cyprus CEO Forum, PM Modi showcased India's digital and economic might. “Fifty percent of the world's digital transactions happen through India's UPI,” he said, adding Cyprus may soon join India's UPI network. Fresh off a rare third-term win, Modi underlined India's path to becoming the world's third-largest economy, with over $100 billion in annual infrastructure investment. The new Manufacturing Mission aims to turn India into a hub for electronics, semiconductors, biotech, and green tech. Maritime development, civil aviation, and startups are also key pillars. “Our 100,000+ startups sell solutions, not dreams,” Modi declared. Savings Shrink, But Capex Soars India's gross domestic savings dropped to 30.7% of GDP in FY24, down from 32.2% in FY15. More worryingly, household savings fell to 18.1% of GDP, while household debt surged to 6.2%—almost double in a decade. But there's a silver lining: public capital expenditure is booming. FY25 capex hit ₹10.5 trillion, and FY26 is set to hit ₹15.5 trillion, a 17% jump. April alone saw 14.3% of the Centre's budgeted capex already deployed. Non-petroleum exports hit $374 billion in FY25, up 6%, led by electronics and pharma. Though FY26 may see a slight dip, rural demand looks solid—thanks to good agri prospects and rising wages. Urban sentiment, however, still lags. Learn more about your ad choices. Visit megaphone.fm/adchoices

How can embracing the Japanese concept of omotenashi create better connections? Dr. Eric Brey, a Professor of Hospitality in the School of Management at the University of Wisconsin-Stout, joins Dan on the show today. Eric brings a wealth of experience from his time in the US Army to earning a PhD in hospitality administration and management. They discuss the significance of hospitality in various contexts, the launch of the nation's first Luxury Management Program at UW Stout, and how luxury isn't limited to opulence but extends to heartfelt interactions and detailed customer service. From the importance of thoughtful gift giving to cultural insights about hospitality, Eric shares the essence of genuine, anticipatory hospitality that enhances guest experiences across the spectrum, whether at a local tavern or a five-star property.Takeaways:Strive to deliver genuine hospitality, which involves anticipating guests' needs and providing meticulous attention to detail.Understand the varying expectations in different hospitality settings, from budget accommodations to luxury establishments.Recognize the value of understanding and integrating cultural nuances in hospitality. Consider participating in study-abroad programs or international internships to broaden your perspective.Engage with industry professionals and participate in hospitality summits and conferences. Extend your network by connecting with professors, industry leaders, and peers on platforms like LinkedIn.Always seek to learn from various sources, including other industries and educational programs, to continuously improve your hospitality skills.Cultivate meaningful relationships with guests, colleagues, and mentors. Emphasize the importance of personal interactions in an increasingly digital world.Quote of the Show:“ Omotenashi is at the heart of every interaction.” - Eric BreyLinks:LinkedIn: https://www.linkedin.com/in/professorbrey/ Website: https://www.uwstout.edu/Shout Outs:2:45 - New York University https://www.nyu.edu/ 2:46 - Pennsylvania State University https://www.psu.edu/ 2:51 - Cornell University https://www.cornell.edu/ 10:56 - Green Bay Packers https://www.packers.com/ 12:34 - Kwik Trip https://www.kwiktrip.com/ 14:13 - Courtyard https://courtyard.marriott.com/ 14:17 - Ritz-Carlton https://www.ritzcarlton.com/ 14:30 - Hampton Inn https://www.hilton.com/en/brands/hampton-by-hilton/ 19:08 - Four Seasons https://www.fourseasons.com/ 20:58 - Michigan State University https://msu.edu/ 20:59 - University of Central Florida https://www.ucf.edu/ 21:00 - University of Nevada-Las Vegas https://www.unlv.edu/ 22:08 - Scott Pierson https://www.linkedin.com/in/scott-pierson/ 23:15 - Giftology https://www.amazon.com/Giftology-Increase-Referrals-Strengthen-Retention/dp/1619614332 25:40 - Paul Bunyan https://en.wikipedia.org/wiki/Paul_Bunyan 33:24 - Dan Seymour https://www.linkedin.com/in/dan-seymour-549a4326/ 33:39 - HD Expo https://hdexpo.hospitalitydesign.com/ 40:14 - David Byrne https://en.wikipedia.org/wiki/David_Byrne 40:16 - American Utopia https://www.imdb.com/title/tt11874226/ 42: 57 - McDonald's https://www.mcdonalds.com/us/en-us.html 46:32 - Disney https://www.disney.com/ 

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Sage addresses operational opportunities to modernize senior care. Raj Mehra, CEO and Co-founder of Sage, in partnership with Michael Pittore, Co-CEO of Agemark Senior Living, announce a new product line, Sage Detect. The AI-driven innovation addresses real challenges that operators face daily. Hear more from Raj on Ep. 317.Produced by Solinity Marketing.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.

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

Guy Adami and Dan Nathan discuss the current state of trade negotiations, tariffs, and their potential impacts on the market. They delve into the complexities of the U.S.-China trade relationship, the ramifications of increased tariffs on steel, and the ongoing issues of national debt and deficit. The conversation also touches upon market reactions, inflation concerns, and significant market indicators such as non-farm payrolls and CapEx spending. They address key market players like Elon Musk and the influence of geopolitical events on investor sentiment. Additionally, the hosts analyze specific stocks like CrowdStrike and Apple, considering their performance and valuation challenges. The podcast concludes with an outlook on upcoming economic reports and their potential influence on market trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

How do you truly make people feel cared for? Dan welcomes Dr. Carmen Vlasceanu, an industry veteran with over 25 years of experience in the hotel, aviation, catering, and cruise industries. They discuss the essence of hospitality, Dr. Carmen's career journey from Romania to Carnival Cruises, and her current roles, including Founder and CEO of Global Hospitality and Maritime Leaders. They touch on Dr. Carmen's book “Dare to C.A.R.E”, her contributions to improving customer experience during the COVID-19 pandemic, and her charity work through Angel's Wings Charity. The episode highlights her insights on personal and professional growth in the hospitality industry and her vision for future success.Takeaways:Emulate the spirit of hospitality by ensuring clients and guests feel cared for and valued during their experiences, no matter the industry or context.Looking beyond one's own country for hospitality practices can broaden horizons and provide valuable insights into delivering and receiving hospitality.Encourage yourself and others to pursue career paths aligned with personal dreams and passions, and be open to changing directions if new opportunities or interests arise.Attend events and workshops to connect with peers and leaders in the hospitality industry, gaining diverse perspectives and learning from their experiences.Prioritize your mental and emotional well-being to better serve others. If you are fulfilled in your personal life, it will reflect positively in your professional interactions.Explore educational platforms providing leadership and personal development courses to enhance your skills and career trajectory in hospitality.Quote of the Show:“ I wanted to get to the point where I would anticipate their needs successfully and not just meet their expectations, but exceed them.” - Carmen VlasceanuLinks:LinkedIn: https://www.linkedin.com/in/carmen-vlasceanu-phd-mba-fih-21400425/ Website: https://ghleaders.com/ Book Link: https://amzn.to/4mj73Cp Shout Outs:0:42 - Institute of Hospitality https://www.instituteofhospitality.org/ 0:56 - Angels-Wings Charity https://angels-wings.org/ 5:38 - Carnival Cruise Line https://www.carnival.com/ 42:21 - Royal Victoria Patriotic Building https://en.wikipedia.org/wiki/Royal_Victoria_Patriotic_Building 42:55 - Queen Victoria https://en.wikipedia.org/wiki/Queen_Victoria 

In this wide-ranging chat, Shray plays devil's advocate while Deepak unpacks why conflict often jump-starts economies, how India's defence binge could spill over into everything from lithium mining to 10-minute groceries, and why a 70-hour work-week isn't the villain Twitter thinks it is. Returns—not patriotism—ultimately determine whether CapEx endures, a reality visible in the economics of fracking, rare-earth extraction, and the three types of “crazy” investors who fund long-shot bets: governments, bondholders, and VCs. India's manufacturing ambitions have long been stifled by outdated labour laws and missed opportunities, but we may now be staring at a rare, once-in-a-generation window of opportunity. While defence and industrial stocks might seem richly valued, there's still plenty of runway—especially if order books start to triple. That said, the journey is fraught with risks: a sluggish judicial system, bureaucratic inertia, and our national knack for fumbling promising leads. For investors, the challenge is knowing when to play defence and when to swing for the fences in a market that increasingly rewards conviction. -- 00:00 - Intro 01:09  - Wars & the Economy 12:56 - Return on Investment - Driver of returns 25:28 - Does CapEx without justification work? 35:30 - Why don't we manufacture in India anyway? 47:33 - Labor laws - Why do they exist?  55:20 - Is the rally already priced in? 01:11:18 - What's the downside risk? 01:15:49 - Where do you invest now? 01:19:03 - Trump, 70 Hours & Self-Reliance! -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

 A decade in business is no joke, especially in the world of tech, and it's a milestone that HumoTech founder Josh Caputo and his team are celebrating right now. Over the last 10 years, Pittsburgh-based HumoTech has evolved from making exoskeletons to launching its CapEx system that accelerates the discovery of real world solutions to enhance and augment human mobility. As HumoTech stands on the brink of expanding its market presence, it continues to focus on prosthetic feet first, with plans to extend its technological innovations to other areas of the body. Caputo stopped by the Pittsburgh Technology Council's TechVibe Radio Show for a deep dive interview. Hit Play now for some key takeaways with Josh telling you more about the intricacies of the prosthetics market, how he used small business innovation research funding to build his company, his thoughts on going after his first rounds of outside investment and really just keeping it together after 10 years of building HumoTech. Listen to the entire interview with Caputo here. This is a podcast for tech and manufacturing  entrepreneurs exploring the tech ecosystem, from cyber security and AI to SaaS, robotics, and life sciences, featuring insights to satisfy the tech curious.  

This week, the hosts break down a first-ever for the podcast—a Massachusetts quarry generating millions in cash flow and loaded with real estate and equipment.Business Listing - https://www.bizquest.com/business-for-sale/quarry-gravel-and-wall-stone-in-new-england-municipal-accounts/BW2188901/Sponsors:Check out Capital Pad – the marketplace for small business acquisitions where operators and investors meet: https://www.capitalpad.comLooking to explore franchise ownership? Check out Connor's site and all his resources: https://connorgroce.comEpisode Description:In this episode, the hosts examine a uniquely asset-heavy small business—a quarry in Massachusetts listed at $17M with $2.7M in cash flow. With a 68-acre land parcel, $6M in equipment, and 5.5 million tons of stone still underground, this business comes with significant upside and risk. They dig into USDA loan potential, specialty product vs. commodity rock dynamics, the implications of fluctuating demand, and how this type of deal might appeal to family offices. There's even a fun detour into San Antonio's wild Fiesta tradition. If you've ever wondered what it's like to buy a hole in the ground that prints money—this is your episode.Key Highlights:- Why a quarry deal is a first for the podcast in 400+ episodes- Understanding asset intensity and CapEx risk in quarry businesses- Revenue mix between government contracts and private clients- How to use USDA loans for large rural acquisitions- Real estate as a built-in exit option once the rock is gone- The role of family offices and what financing could look like- A 53% YoY profit spike—explained or not?- Why it's critical to hire a specialty buy-side advisor for niche deals- Bonus: a deep dive into San Antonio's Fiesta and corny coronationsSubscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

This week, the hosts break down a first-ever for the podcast—a Massachusetts quarry generating millions in cash flow and loaded with real estate and equipment.Business Listing - https://www.bizquest.com/business-for-sale/quarry-gravel-and-wall-stone-in-new-england-municipal-accounts/BW2188901/Sponsors:Check out Capital Pad – the marketplace for small business acquisitions where operators and investors meet: https://www.capitalpad.comLooking to explore franchise ownership? Check out Connor's site and all his resources: https://connorgroce.comEpisode Description:In this episode, the hosts examine a uniquely asset-heavy small business—a quarry in Massachusetts listed at $17M with $2.7M in cash flow. With a 68-acre land parcel, $6M in equipment, and 5.5 million tons of stone still underground, this business comes with significant upside and risk. They dig into USDA loan potential, specialty product vs. commodity rock dynamics, the implications of fluctuating demand, and how this type of deal might appeal to family offices. There's even a fun detour into San Antonio's wild Fiesta tradition. If you've ever wondered what it's like to buy a hole in the ground that prints money—this is your episode.Key Highlights:- Why a quarry deal is a first for the podcast in 400+ episodes- Understanding asset intensity and CapEx risk in quarry businesses- Revenue mix between government contracts and private clients- How to use USDA loans for large rural acquisitions- Real estate as a built-in exit option once the rock is gone- The role of family offices and what financing could look like- A 53% YoY profit spike—explained or not?- Why it's critical to hire a specialty buy-side advisor for niche deals- Bonus: a deep dive into San Antonio's Fiesta and corny coronationsSubscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

What is the balance between hospitality's business efforts and sustainability efforts? That's what Andrea Foster, EVP of Hospitality Development at MindClick, is here to talk about on the podcast. The conversation covers how sustainability initiatives can improve guest experiences and align with corporate values. Andrea discusses the importance of measuring sustainability, the impact of intentional design, and the benefits of MindClick's data-driven platform. With anecdotes from their own experiences and practical insights, Dan and Andrea illustrate how forward-thinking practices in the hospitality industry can create positive environmental and economic outcomes.Takeaways:Integrate sustainability into the core values and operations of your business. Audit and measure sustainability metrics to continually improve practices.Create one-pagers and marketing materials that highlight sustainability initiatives and share them with corporate travel buyers and event planners. Train front-line employees to articulate the sustainability story to guests.Explore opportunities for green financing and lower cost of capital. Use data to demonstrate the financial benefits of sustainability to shareholders and stakeholders.Capture demand by aligning with the values of specific demographics (e.g., millennials, Gen Z, female travelers).Foster a company culture that celebrates continuous improvement in sustainability efforts.Incorporate sustainability into the initial planning stages of new projects to avoid disruptive changes later. Set clear benchmarks and goals for sustainability efforts and track progress over time.Quote of the Show:“ We can achieve growth and achieve success and profitability and return on investment while also making decisions that are considerate, careful, respectful, and responsible. There is a way to do both.” - Andrea FosterLinks:LinkedIn: https://www.linkedin.com/in/andreakmfoster/ Website: https://www.mindclick.com/ Shout Outs:0:44 - Cornell University https://www.cornell.edu/ 0:45 - Boston University https://www.bu.edu/ 0:47 - Purdue University https://www.purdue.edu/ 0:49 - Miraval Resorts  https://www.miravalresorts.com/ 0:50 - CBRE https://www.cbre.com/services/property-types/hotels 0:51 - Marcus Hotels https://www.marcushotels.com/ 0:54 - AHLA Foundation https://www.ahlafoundation.org/ 4:33 - JoAnna Abrams https://www.linkedin.com/in/joannaabrams/ 9:05 - Marriott https://www.marriott.com/default.mi 11:53 - Bitty and Beau's Coffee https://www.bittyandbeauscoffee.com/ 15:32 - Steve Jobs https://en.wikipedia.org/wiki/Steve_Jobs 19:58 - Metropolis Magazine https://metropolismag.com/ 39:51 - Ritz-Carlton https://www.ritzcarlton.com/ 47:14 - Hotel Marcel https://www.hilton.com/en/hotels/hvnsdup-hotel-marcel-new-haven/ 52:04 - Paul McElroy https://www.linkedin.com/in/paul-mcelroy-3387954a/ 52:05 - Highgate https://www.highgate.com/ 58:59 - Arne Sorenson https://en.wikipedia.org/wiki/Arne_Sorenson_(hotel_executive) 1:00:48 - Gloria Steinem https://en.wikipedia.org/wiki/Gloria_Steinem 1:08:38 - NYU Lodging Conference https://www.sps.nyu.edu/homepage/academics/divisions-and-departments/jonathan-m--tisch-center-of-hospitality/international-hospitality-conference.html 

Landon Swan of LikeFolio says sky-high expectations for Nvidia (NVDA) will be the biggest risk in earnings. That said, he points to overwhelming A.I. Capex spend from Mag 7 companies like Meta Platforms (META) and Amazon (AMZN) as signs that Nvidia will hold demand. However, Landon shows AMD Inc. (AMD) and Intel (INTC) still have potential to be big winners in the A.I. trade.======== 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 this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are:   AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco's Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure.   Microsoft Build Highlights: Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures.   Google I/O Announcements: Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space.   Market and Economic Updates: Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production.   Earnings Highlights: Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA's upcoming earnings report. Indications of strong AI demand and stable CapEx spending.   The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.   The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world's leading companies are putting AI into action.

Should you manage your rental property yourself or hire a property manager? In this episode of Strategy Saturday, Charles Carillo shares key insights from his 6 years of self-management experience and explains when it's time to delegate property operations. Discover the pros and cons of each approach, the true cost of control, and a third “hybrid model” that gives you the best of both worlds. You'll learn: • What property managers actually do—and what they charge • How to evaluate if self-management is right for you • The biggest mistakes new landlords make • How to set up systems if you manage rentals remotely • Tips for outsourcing CapEx, maintenance, and tenant communications Whether you're just starting your real estate journey or scaling into multiple markets, this episode will help you align your property management strategy with your business goals and personal freedom.

Wayne Courreges III is a Marine Corps veteran and the founder of CRI Partners, a real estate investment firm focused on building generational wealth through multifamily and entrepreneurial assets. After a 16-year career in asset and property management with CBRE, Wayne transitioned full-time to real estate investing in 2023. He now leads a $50M portfolio that spans value-add multifamily, RV/boat storage development, and strategic commercial projects in Texas and the Southeast.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Wayne's journey from Marine Corps to CBRE to full-time real estate entrepreneur was fueled by long-term vision and layered income streams. Asset management and development experience allowed him to take calculated risks while building CRI Partners. His model includes multifamily investments (80%) and entrepreneurial projects like RV/boat storage and mixed-use developments (20%). For passive investors, education is key—ask the right questions, vet the sponsor, and understand the deal before wiring money. Taking action and surrounding yourself with experienced mentors are essential to building momentum and avoiding costly mistakes.     Topics From W-2 to Full-Time Investor Started investing while working in commercial real estate at CBRE. Created income through asset management fees, acquisition fees, and development work before making the leap. Made the switch when he realized he couldn't serve both CBRE clients and investors at the level they deserved. Why Multifamily Is Still the Foundation 80% of his portfolio is traditional value-add multifamily across Houston and San Antonio. Focuses on deals in strong, secondary markets with stable rent growth and access to workforce housing. Prioritizes transparency, conservative underwriting, and investor trust. Entrepreneurial Investments: RV, Boat & Business Storage Developed a 20x50 enclosed storage facility based on lessons from a successful Huntsville, AL deal. Business tenants include HVAC companies, disaster response teams, stagers, athletic companies, ranchers, and state agencies. Facility design and location (highway visibility, 100k+ population) drive demand and retention. Diversification Through Local Development Acquired and rezoned 12 acres for a 150-unit multifamily development and SpringHill Suites hotel in Bryan, TX. Emphasizes that high-risk projects like these are only pursued when they're local and manageable. Maintains a disciplined approach—stabilize one asset before scaling the next. Educating Passive Investors Created PassiveInvestorCoaching.com to help LPs learn how to vet sponsors, markets, and opportunities. Teaches how to assess underwriting, ask better questions, and avoid the most common mistakes. Encourages LPs to start small and grow confidence through informed investing.    

In April, the Trump administration issued an executive order to accelerate the development of deep-sea minerals — part of its broader push for “energy dominance.” The world's oceans hold vast, untapped deposits of critical minerals like nickel, copper, manganese, and rare earth elements — all essential to batteries and clean energy technologies. Despite decades of interest, no commercial deep-sea mining project has begun production. The reasons? Regulatory uncertainty, environmental concerns, and the complexity of processing polymetallic nodules. So what does this new executive order actually do? In this episode, Shayle talks to Hans Smith, president and CEO of Ocean Minerals, a company participating in exploration of the Cook Islands. Shayle and Hans cover topics like: What the Trump executive order mandates — and its legal limits The bottleneck of U.S. deep-sea exploration  The controversy about U.S. legal authority over international waters The economics and geopolitics of deep-sea hotspots like the Clarion-Clipperton Zone, Japan, and the Cook Islands The technical challenges of refining polymetallic nodules CapEx, OpEx, and barriers to commercial deployment Resources: Catalyst: Mining the deep sea World Resources Institute: What We Know About Deep-Sea Mining — and What We Don't Reuters: Trump signs executive order boosting deep-sea mining industry Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they've never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

How is hospitality education evolving? Nicolas Graf, chaired professor and Associate Dean at New York University's Jonathan M Tisch Center of Hospitality, joins Dan today to discuss the realm of hospitality education. Their discussion spans Nicolas's unique career path that started from being a high school dropout and chef apprentice in Switzerland, to becoming a chaired professor of hospitality. They explore the essential role of hospitality in everyday life and its potential for significantly impacting careers. The two dive into the future of hospitality education, emerging pathways for students and apprentices, and the substantial impact of hosting hospitality conferences. The episode also highlights the importance of saying 'yes' to opportunities, the evolution of the experience economy, and how institutions like NYU are shaping the future of the hospitality industry.Takeaways: Say "yes" more often to opportunities that come your way, even if they are outside your comfort zone. These can lead to unexpectedly positive outcomes and career paths.Recognize that the hospitality industry offers multiple pathways, including traditional four-year degrees, apprenticeships, and associate degrees that can credit work-based experience. Explore these options based on your circumstances and goals.Take advantage of financial aid and scholarships offered by institutions like NYU, especially if financial constraints are a concern. These avenues can significantly reduce the economic burden of higher education.Understand that the principles of hospitality (such as making people feel cared for and appreciated) are applicable across various industries beyond hotels and restaurants. Develop and leverage these skills to enhance your career in any field.Strive to positively impact others through your work. Whether you're an educator, manager, or employee, making a difference in people's lives is deeply rewarding.Be open to different roles and industries throughout your career. Experiences in jobs like hotels, consulting, and even internships can provide diverse skills and perspectives that are highly valuable.Quote of the Show:“ One thing that's always been exciting for me is when you can positively impact someone else, and that's probably why I am doing what I'm doing.” - Nicolas GrafLinks:LinkedIn: https://www.linkedin.com/in/nicolas-graf/ Website: https://www.nyu.edu/ Shout Outs:0:41 - TAM's Incubator https://tamsincubator.com/ 0:49 - Jonathan M Tisch Center of Hospitality https://www.sps.nyu.edu/homepage/academics/divisions-and-departments/jonathan-m--tisch-center-of-hospitality.html 5:24 - Virginia Tech https://www.vt.edu/ 6:29 - University of Houston https://uh.edu/ 6:34 - Essex Business School https://www.essex.ac.uk/departments/essex-business-school 6:42 - Cornell University https://www.cornell.edu/ 10:37 - Pennsylvania State University https://www.psu.edu/ 12:15 - Langone Health NYU https://nyulangone.org/ 12:26 - Harvard University https://www.harvard.edu/ 14:43 - National Academy Foundation https://naf.org/ 15:30 - Marriott Family Foundation https://www.jwasmarriottfoundation.org/ 15:51 - Bill Marriott Institute of Hospitality https://hospitality.utah.edu/ 16:01 - University of Utah https://www.utah.edu/ 17:43 - Howard University https://howard.edu/ 17:46 - Marriott-Sorenson Center for Hospitality Leadership https://business.howard.edu/hospitality-leadership 20:23 - Pyramid Hospitality Group https://www.pyramidglobal.com/ 22:30 - Danny Meyer https://en.wikipedia.org/wiki/Danny_Meyer 22:32 - Setting the Table https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 24:01 - Pine and Gilmore https://strategichorizons.com/pine-and-gilmore/ 24:56 - Macy's https://www.macys.com/ 25:16 - Adrian Cheng https://www.linkedin.com/in/adrian-cheng-chi-kong/ 25:21 - Rosewood Hotels https://www.rosewoodhotels.com/en/default 27:18 - Ritz Carlton https://www.ritzcarlton.com/ 28:35 - Hilton https://www.hilton.com/en/ 29:19 - Capital One https://www.capitalone.com/ 29:56 - Wall Street Journal https://www.wsj.com/ 30:04 - Tiffany's https://www.tiffany.com/ 32:45 - Norwegian Cruise Line https://www.ncl.com/ 34:23 - Citizen M https://www.citizenm.com/ 42:45 - Johnson and Wales https://www.jwu.edu/ 42:58 - Chip Wade https://chipwade.com/ 42:59 - Union Square Hospitality Group https://www.ushg.com/ 43:02 - Marcus Samuelsson https://en.wikipedia.org/wiki/Marcus_Samuelsson 50:44 - Questrex https://questex.com/ 

Is real estate still the best investment vehicle in today's market? Rob Beardsley and Craig McGrouther break it all down in this data-driven episode.In this episode of the Lone Star Capital Podcast, Rob Beardsley and Craig McGrouther go deep into real estate fundamentals, compare the risk-adjusted performance of multifamily investing to the S&P 500, and explain why overleveraging can turn a good deal into a bad one.Using real numbers and a simple spreadsheet model, Rob walks through how cap rates, closing costs, recurring CapEx, and volatility all impact actual investor returns. The duo also explores Sharpe ratios, the myth of safety in stocks, and why long-term, disciplined real estate investing still wins—if done correctly.This is a must-listen episode for investors trying to understand how to think clearly about return, risk, and the long-term power of real estate.Apply to attend the LSC Summit 2025:www.lscsummit.comDownload our FREE Passive Investor Guide:https://www.lscre.com/content/passive-investor-guideSubscribe to our newsletter and get the FREE Underwriting Toolkit:https://www.lscre.com/resource/fof-underwriting-toolkitLearn more about Lone Star Capital:www.lscre.comFollow Rob Beardsley on LinkedIn:https://www.linkedin.com/in/rob-beardsleyRead Rob's articles:https://www.lscre.com/blog 

Athena Brownson is a former professional skier turned top-performing real estate agent, investor, and developer based in Denver, Colorado. After a career-ending battle with Lyme disease, she reinvented herself through real estate—combining her background in interior design and her passion for people into a thriving business. Athena is known for helping clients build long-term financial wellness through homeownership and strategic real estate investing, and she's especially focused on education, resilience, and relationship-driven service.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Athena began investing by house-hacking her primary residences, using a “live in it, then rent it” model to build her portfolio. She transitioned from interior design to real estate after recognizing her entrepreneurial spirit and desire for scalable impact. Investors must plan for CapEx reserves, property management, and insurance complications—especially in regulated markets like Denver. Building the right team is critical; your broker should be your connector to vetted contractors, lenders, and legal resources. Resilience—built through adversity and chronic illness—is the core of Athena's mindset and professional approach.     Topics From Ski Slopes to Showings Grew up in Breckenridge and became a pro skier by 15, competing for over a decade. Following multiple injuries and health challenges, transitioned to interior design, then real estate. Initially skeptical of real estate, she found mentorship and reframed her perception of agents through relationship-driven models. How She Built Her Real Estate Portfolio Started by purchasing homes, living in them, and turning them into rentals after two years. Leveraged Denver's strong appreciation to build long-term wealth without chasing high cash flow. Encourages clients to follow a similar path using primary residences as investment stepping stones. Investor vs. Homeowner Mentality Homeowners often buy emotionally; investors must approach with a long-term, data-driven mindset. Good investor agents should provide data on appreciation, vacancy, rental income, and CapEx projections. Understanding local laws, tenant rights, and insurance challenges is crucial for profitable investing. Why the Right Team Matters Your agent should introduce you to reliable property managers, lenders, contractors, and insurance brokers. Denver is a highly regulated market—landlord-tenant law varies even by neighborhood. Without the right team, investors risk costly missteps, code violations, and legal exposure. Resilience Through Adversity Diagnosed with Lyme disease, Athena rebuilt her career by focusing on real estate as her purpose and outlet. Her story highlights how clarity of mission and community service can create fulfillment and long-term success.    

How can a community make sure their residents are cared for, families are communicated with, and team members aren't burnt out? Tune in as Bryant McCann of Sage shares how their platform provides key pieces of data that equip operators to see the big picture of their community and promote seamless operations.Sage is a sponsor of Bridge the Gap. This podcast was recorded at the 2025 ASHA Annual Meeting. Produced by Solinity Marketing.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.Become a sponsor of Bridge the Gap.

At the Battle of Ideas last October I went head to head with comedians Simon Evans, Nick Dixon, Paul Cox, Cressida Wetton and Ethan Green to debate who is the greatest. I made the argument that it was John Cleese. My initial pitch has just been released, so here, for your Sunday morning consideration, it is. I ended up winning the debate, but it was a close shave.Who, in your view, is the greatest? And why? Please let me know in the comments.If you enjoyed this video, please give it a like, share it somewhere, all that stuff. Thank you!And please subscribe to this excellent Substack, if you haven't already.Speaking of comedy, there are still a handful of tickets left for my show on Tuesday, if you happen to fancy some subversive musical satire. That's the Mid-Year Review on Tuesday, May 20 in London in sunny East London. I am just going through the set list - it is going to be an epic night. In other news, for long-suffering shareholders in STLLR Gold, the company just announced its latest PEA and MRE. We have been waiting a long time, and the market did not like it one bit. While the resource, 11 million ounces, is huge, the CAPEX to build this mine, $1.87 billion, is even huger. At $3/oz in the ground, it's hard to think of a mining company that's as cheap. But those ounces are cheap for a reason. Here, in case you missed it, is my write up from yesterday.Until next timeDominicIf you are thinking of buying gold to protect yourself in these uncertain times, the bullion dealer I use and recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. Find out more here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest data from the AM (Retail Sales, PPI, and more) along with this move higher in yields. Former Fed Governor Frederic Mishkin arguing the Fed is “appropriately” on hold here – and the deficit remains a huge issue… While the CFO of Walmart brought his read from the ground when it comes to the consumer – and possible price hikes ahead.  Plus: key break-outs of the stocks to watch here. United Health shares plunging on reports it's the subject of a new DOJ probe – why Mizuho thinks it could get removed from the Dow… Coreweave shares falling on fears over their Cap-Ex plans but Melius Research argues the stock is still a buy… And a breakdown of the deal sending Foot Locker shares surging in what could be their best daily performance ever.  Squawk on the Street Disclaimer

Thinking of selling your practice? Don't let outdated equipment drag down your deal. Jamie sits down with Diwakar Sinha, Founder & CEO of Polaris, to bust myths about CapEx and explain why smart upgrades before a sale can lead to higher valuations.

There's a lot that goes on pre-opening in hospitality, whether it be a hotel, a club, or a restaurant. That's where Jensen Moonien comes in. He is the Founder and Managing Director of La Rencontre, a consulting firm specializing in the F&B space of hospitality. Jensen discusses the importance of hospitality, sharing enduring memories without expecting anything in return, and highlights his entrepreneurial journey, including his move from Mauritius to Dubai. The conversation covers the complexities and strategies of opening a successful restaurant in Dubai, including market adaptation, the significance of the pre-opening phase, and the vibrant restaurant and nightlife scene in the UAE. Jensen also sheds light on the influx of investments in Dubai and the evolving trends in creating immersive and festive dining experiences.Takeaways: Bring global brands or concepts, but adapt them to fit the local market requirements. Understanding the local customer psyche is essential.Focus on getting the pre-opening phase right. Ensure all aspects, from design to marketing, are flawlessly executed to make a strong first impression.Engage with local consultants who understand the market dynamics, regulatory framework, and customer preferences to navigate the challenges more effectively.Location is crucial. Evaluate whether the concept is better suited for a hotel environment or an independent setup based on the target clientele and business goals.Establish connections with local PR firms, promoters, and concierge services that can drive customer footfall and enhance visibility.Consider innovative business models like dinner shows or hybrid concepts (restaurant + nightclub) that cater to local trends and customer behaviors.Identify and capitalize on the unique aspects of the business, whether it's the design, the culinary experience, or exclusive entertainment offerings.Quote of the Show:“I think everybody is kind of sold on the dream of coming to Dubai, of having the platform to create things, and it's true.” - Jensen MoonienLinks:LinkedIn: https://www.linkedin.com/in/jensen-a-moonien-121388b3/ Website: https://larencontre.ae/ Shout Outs:0:44 - Four Seasons https://www.fourseasons.com/ 0:45 - St Regis https://st-regis.marriott.com/ 0:46 - Ritz-Carlton https://www.ritzcarlton.com/ 4:33 - Vatel Mauritius https://www.vatel.mu/ 7:21 - Titanic https://en.wikipedia.org/wiki/Titanic 29:17 - Bagatelle https://bagatelle.com/ 29:21 - Zuma https://www.zumarestaurant.com/en/dubai 34:04 - RECA Hospitality https://www.linkedin.com/company/recahospitality/ 34:05 - Sunset Hospitality https://www.sunsethospitality.com/ 35:21 - Gaia https://www.gaiarealty.ae/services 40:57 - Sheikh Mohammed https://en.wikipedia.org/wiki/Mohammed_bin_Rashid_Al_Maktoum 

Eric Herzog, CMO of Infinidat, joins The Gumbo to break down the modern enterprise storage landscape—from ransomware resilience and AI integration to CapEx vs. OpEx tradeoffs. From why CIOs still undervalue storage in cybersecurity strategies to the real-world consequences of ignoring performance and ransomware recovery, this conversation dives deep into the business and technical drivers reshaping modern infrastructure. With 1,600+ cyberattacks hitting enterprises weekly, Herzog explains why secure, performant, and hybrid-ready storage is essential—not optional.

“Survive until 2025” embodied the essence of a challenging period and the hope for brighter days ahead. Now that 2025 has arrived, Arick Morton, CEO of NIC MAP, shares insights and the state of capital and growth outlook for the industry. Hear the 2024 recap and Q1 report with Kyle Gardner HERE.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.

Your best new tenant might be sitting right above your head. On this episode of Retail Retold, Chris Ressa is joined by Bill Fitzgerald of Radial Power to reveal a game-changing secret for retail landlords: your rooftop is prime real estate. Backed by industry heavyweights like Starwood and Related, Radial Power is turning unused roof space into pure NOI with zero CapEx. Forget about just cutting costs—solar is adding revenue streams, hitting ESG goals, and future-proofing properties.Bill breaks down how Radial operates as a tenant, not just a service, paying you for your roof space and handling everything from installation to energy sales. This is rooftop leasing redefined, and it's supercharging the balance sheets of forward-thinking landlords.Ready to make your roof work for you? Tune in now.TakeawaysBill Fitzgerald has been in solar for about seven years.Radial Power helps drive sustainability through rooftop solar.Solar can drive value add and increase net operating income (NOI).There are two main ways to operate solar on properties: ownership or leasing.Radial Power operates as a rooftop tenant, managing all costs and risks.Monetization of solar includes selling electricity and environmental credits.Regulatory environments significantly impact solar operations and pricing.Solar energy is geographically sensitive due to varying regulations.Solar providers like Radial Power are often misunderstood as sellers of solar systems.Solar installations can create additional NOI without upfront capital expenditures.Chapters00:00 Introduction to Solar and Retail Real Estate02:45 Understanding Radial Power's Mission04:56 Exploring Solar Ownership Models08:47 Monetizing Solar Assets13:39 Regulatory Challenges in Solar Energy

In this thought-provoking episode, I'm joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump's tariff policies to China's underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and West. The conversation moves beyond headlines to examine how innovation, manufacturing re-shoring, and changing reserve dynamics are altering the investment landscape. Tian also highlights the growing divergence in policymaking philosophies between major economies and the investment opportunities arising from those fractures before highlighting Europe's fiscal constraints, the risks of financial repression in the US, and the emergence of a CapEx-driven supercycle. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Today's episode pivots into real estate investing. Joining Dan is two experts of hospitality financing and investments, Nate Edgerly and Tom Donaldson, the CEO and Chairman of Enzo Group Inc. The discussion goes into the motivations behind investing in hospitality, the critical role of strong management teams, and the unique challenges and opportunities in scaling restaurant businesses. They explore the financial metrics used to evaluate investments, the impact of macroeconomic factors on the industry, and the potential for growth in fast-casual dining. This conversation provides valuable insights for investors, restaurateurs, and industry professionals looking to understand the complexities of hospitality investments.Takeaways: When considering an investment or running a restaurant, focus on delivering a strong perceived value to customers. Make sure the food quality, service, and overall experience justify the price they pay.Before expanding, ensure you have replicable systems and processes in place. Detailed documentation and standard operating procedures can help new locations maintain consistency and operational efficiency.Keep an eye on essential financial metrics. Aim for high unit volumes and substantial store-level EBITDA margins, while managing build-out costs effectively.Recognize the critical role of a general manager in each unit. Investing in their development can create a significant positive impact on operational performance. Make the GM role a career-worthy position.Weigh the risks and benefits of lease commitments. Striking the right balance between prime locations and manageable lease liability can be crucial for long-term sustainability.Stay informed about macroeconomic trends and consumer behavior, as these can significantly impact the restaurant industry. Adjust strategies accordingly to maintain a competitive edge.Quote of the Show:“What I love most about hospitality is the human connection.” - Nate EdgerlyLinks:LinkedIn: https://www.linkedin.com/in/tom-donaldson-8468a54/ LinkedIn: https://www.linkedin.com/in/nathan-edgerly-00084b3/ Website: https://enzogroup.com/ Shout Outs:15:53 - Outback Steakhouse https://www.outback.com/ 17:10 - Taco Bamba https://www.tacobamba.com/ 29:25 - Bojangles https://www.bojangles.com/ 43:24 - Setting the Table https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 46:03 - Carbone https://carboneofficial.com/ 47:01 - Sweetgreen https://www.sweetgreen.com/ 47:35 - Chopt Creative Salad https://www.choptsalad.com/ 48:11 - Chipotle https://www.chipotle.com/ 48:13 - Panera https://www.panerabread.com/en-us/home.html 50:15 - Investors Business Daily https://www.investors.com/ 50:17 - Wall Street Journal https://www.wsj.com/ 50:32 - Tiffany's https://www.tiffany.com/ 50:49 - Kohl's https://www.kohls.com/ 50:52 - Walmart https://www.walmart.com/ 51:01 - Apple https://www.apple.com/ 51:50 - Pret a Manger https://www.pret.com/en-US 55:07 - AOL https://www.aol.com/ 57:29 - Chick-fil-A https://www.chick-fil-a.com/ 58:09 - Subway https://www.subway.com/en-us/ 58:10 - Dunkin Donuts https://www.dunkindonuts.com/en 59:03 - McDonald's https://www.mcdonalds.com/us/en-us.html 59:04 - Wendy's https://www.wendys.com/ 

If you've ever felt like you're making good money but not keeping enough of it, this episode is for you. Profit First expert and author David Richter unpacks how real estate investors—especially those in self-storage—can implement a simple yet powerful financial system to gain control of their cash, build wealth, and finally stop operating in the dark. Whether you're new to the Profit First method or need to get back on track, this episode will show you exactly where to start. KEY TAKEAWAYS Profit First: What is it, and how does it work? The “Golden Trio” accounts every business should have Biggest mistakes real estate investors make with Profit First Recommended account percentages for real estate operators How to prepare for CapEx and debt service using Profit First What a fractional CFO really does and how to know if you need one   RESOURCES/LINKS MENTIONED Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle  Profit First by Mike Michalowicz | Hardcover and Kindle  The Richest Man in Babylon by George S. Clason | Paperback, Hardcover, and Kindle  The Psychology of Money by Morgan Housel | Paperback, Hardcover, and Kindle  Profit First for Real Estate Investing by David Richter | Paperback and Kindle    Get David's Profit First resources and learn how to implement this game-changing system in your business today. Visit simplecfo.com/gift to download the FREE ebook, audiobook, and 1-page cheat sheet!   TWEETABLES "The three most important numbers in your business, cash wise, is what you make, spend and keep." - David Richter "If you think you're in self-storage, if you think you're in real estate, you're not, like, that's just the vehicle. The real game that you're playing is the game of money." - David Richter "Make profit a habit, not just a one off thing, like not an event that just is someday in the future. So make profit a habit in your business." - David Richter   ABOUT DAVID RICHTER  David is an active real estate investor who has played a key role in closing over 850 deals in the past 10 years. His experience spans across various strategies, including wholesale, turnkey, BRRRR, owner finance, rentals, lease options, and virtually every exit strategy imaginable.    While growing a real estate business from 5 to over 25 deals a month, David realized that despite the large sums of money coming in, it was quickly going right out the door. Having had the unique opportunity to sit in every role within a real estate company, he discovered his true calling in the finance seat-helping businesses understand where their money was really going.    David has successfully helped real estate companies avoid going out of business by building cash reserves and implementing the Profit First cash flow system. His expertise has been showcased on BiggerPockets, Real Estate Disruptors with Steve Trang, and many other prominent podcasts, shows, and stages.   As the founder and owner of SimpleCFO Solutions, David is committed to bringing real estate investors true financial clarity and freedom, ensuring they stop living from deal to deal.   CONNECT WITH DAVID  Website: SimpleCFO Solutions

Value-add sounds sexy… until it eats you alive. In this episode, Nico Salgado exposes the brutal reality behind those hyped-up "value-add" deals. From contractor nightmares to tenant drama, blown timelines to CapEx catastrophes — value-add isn't just paint and granite countertops. It's chaos, leadership, cash reserves, and grit. Learn what it really takes to survive and thrive in the value-add game without getting crushed. ✅ Inside this episode: Why most value-add budgets are complete fantasy How to spot contractor red flags before they wreck your project The hidden risks of tenant turnover (and how to manage them) Why patience reserves are just as important as cash reserves How to build real equity without losing your mind (or your shirt) Stop believing the gurus. Start building like a real empire maker.

Despite news that the UK economy is set to slow due to uncertainty around US trade policy, our analysts Andrew Sheets and Bruna Skarica explain why they have a more optimistic outlook.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.Bruna Skarica: And I'm Bruna Skarica, Chief UK Economist at Morgan Stanley.Andrew Sheets: Today we're going to talk about the United Kingdom and why, despite a downbeat outlook by many in the market, we remain more optimistic.It's Friday, May 2nd at 2pm in London.Bruna, it's great to talk to you again about the UK and not just because this is an unusual day in London where it's sunny and warm, and at the moment warmer than Los Angeles. You know, when discussing the UK, I do think you kind of need to take a step back. This is a country and an economy that's had a tough number of years where growth has been sub-trend, inflation's been higher, and a lot of assets have traded at a discount.So maybe just to give some context, talk to us a little bit about the last couple of years in the UK and the challenges the economy has faced.Bruna Skarica: Indeed, Andrew, I do think it's important to take a step back to appreciate just the amount of supply side shocks the UK has seen in recent years. First, between 2016 and 2020, of course, the country had to navigate Brexit negotiations. The elevated uncertainty kept a lid on business CapEx. In 2020, of course, as the rest of the world, we saw the lockdown and the pandemic. What followed were supply chain disruptions, and then, the European energy shock in 2022. I do want to zoom in on this final point because in its scale, the natural gas price surge in the UK was twice more of a hit to growth compared to the 1970s oil price shock.We've also seen a fair share of volatile market moves, most notably around the mini budget in the autumn of 2022. On top of all of this, the Bank of England into these supply side shocks had to hike interest rates to cap the inflation surge. And they went to above 5 per cent and have recently been relatively slower in reducing policy restrictiveness than most of its peers.So, when you tally all these factors up, it's really no surprise that the UK has seen an exceptionally weak post COVID recovery.Andrew Sheets: And that's continued right into this year. You know, I remember a lot of conversations with global investors heading into 2025, and again, the sentiment around the UK was kind of downbeat. Growth was pretty soft. Inflation was still high. Because inflation was high, interest rates here were still quite high. And so, you really had this, you know, unattractive mix of weak growth, high inflation, tight monetary policy. And then you could throw onto that, this uncertainty around the U.S. and trade. And you had a Trump administration that was adopting a more adversarial policy towards trade and towards Europe, which the UK was getting caught up in.So, you know – again, did I miss any of the challenges that the UK was facing, entering this year?Bruna Skarica: No, I think that's a great summary. First, at the end of last year, of course, the government faced some pretty tough decisions in the October budget, and they hiked a tax – a payroll tax really – in order to balance the books, which created somewhat subdued sentiment around the labor market this year.Now the labor market has been soft in the UK at the start of this year, but it did hold up a little bit better perhaps than the expectations from the end of last year. At the start of the year, we also saw the energy inflation forecast rise. So, that led to a more cautious tone by the Bank of England in February and March, as you mentioned. And now on the trade front, although we have a small manufacturing sector, we are a small open economy, we're a big beta to global growth dynamics.I would just like to mention here that one of the real bright spots of the UK economy in recent years have been services exports to the U.S., the kind of high-value-added white-collar services exports, which rose between 2019 and 2023 by 50 per cent. Now with the growth in the U.S. slowing and obviously the Euro area as well, UK growth will be affected too this year. We actually took our growth forecast down by around 30 basis points in our latest GDP revisions.Andrew Sheets: But Bruna, we're here to talk about the future and you know, I do think it's fair to say that going forward we think this picture is starting to look better. So, let's jump right into that. Across a number of specific points. Why do we think the UK story could look better as you look ahead?Bruna Skarica: Absolutely. I mean, the last point that I mentioned, I do think I want to put it in context. The trade related revisions in the UK are still less than what our colleagues in the euro area and the U.S. had undertaken in recent months on the back of the U.S. trade policy shifts. So, the UK does look a little bit like a relative winner there.Second, we now think that inflation can come down faster than both the Bank of England and the market expected at the beginning of the year. Commodities prices will do a fair bit of heavy lifting this year, but we do think that next year in particular, domestically generated inflation could slow fairly sharply as wage growth sticks around 3 to 3.5 per cent, which we think is fairly inflation target consistent.This all means the Bank of England should be able to cut more than the markets expect. We anticipate 125 basis point worth of cuts between May and November, and we think the terminal rate could fall to as low as 2 ¾. So, we think the neutral rate in the UK is between 2.5 to 3.5 per cent, and we do think the market still has a bit of adjustment to do in the sense of the pricing of the terminal rate one and two years ahead.The third point around fiscal policy I think is quite interesting. Fiscal policy has been in great focus in the UK in recent years. We had a big fiscal event in October. We had another fiscal event just now in March. The borrowing increase was less than what the market expected. Deficit projections are such that we are expecting deficit to fall from around 4.8 per cent this year to 3 per cent over the course of the next three years, and for debt to GDP ratio to remain at around 100 per cent of GDP. I would perhaps contrast that with France where our economist is expecting the deficit to remain north of 5 per cent over the course of the next two years.Finally, an important point to make is that the UK government amid trade shifts in the U.S. is looking for a closer relationship with the EU, or rather a trade reset with the EU. EU remains our closest trading partner and in the aftermath of Brexit, the current government has an ambition to improve trading in food and goods; and also to ensure that the UK is part of the European Defense Program, which would allow UK defense companies to partake in the defense and security path that the European Union presented in recent weeks. There is a summit being held on May 19th, and obviously the trade and corporation agreement is coming up for revision in 2026.So, we do think those relations between UK and the EU could become somewhat closer over the course of this year and next.But now a question from me, which is, what does all this mean on the strategy side? UK assets have obviously been quite unloved in recent years. Do you think that's about to change?Andrew Sheets: So again, I think it's pretty interesting that markets are anticipatory, and I think markets are pretty smart here. So, you've already seen the British pound, the currency do quite well. This year it's up against the dollar. You've seen the UK stock market do quite well. It's up about 5 per cent this year, despite the S&P 500 being down quite significantly.So, you're already seeing, I think, some signs that investors are warming up to the UK and you know, I do think that if our expectations play out, that could continue. You know, UK stocks do tend to be concentrated and slower growing, less exciting sectors. But their valuations are also less demanding. You know, the U.S. Stock Index trades at about 21 times next year's earnings. The UK stock market trades a little bit under 13 times next year's earnings.And I also think it's really important that if the Bank of England does cut interest rates more than the market expects, which again, as you discussed, is one of our expectations here at Morgan Stanley, that could be pretty supportive for the UK bond market, which continues to offer pretty high yields.Bruna, thanks for joining me for this conversation. It's always great to catch up with you.Bruna Skarica: My pleasure, Andrew. Thank you for the invite.Andrew Sheets: And thanks for listening. If you enjoyed the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

In this episode of Trading Justice, Matt and Mark break down the third wave of the AI trade—and why it may be the most important one yet. From mega-cap CapEx to the monetization push, AI is no longer just a story—it's a strategy. They also dive into the state of earnings season, GDP strength, and the growing divergence between gold and bitcoin as macro hedges. With the Fed on deck next week, the guys look at how policy, tech, and inflation are colliding. Plus, a Coaches Corner segment to round things out with practical trading advice.

How valuable are bitcoin miners to hyperscalers? Christian Lopez answers the question and breaks down the current landscape of bitcoin mining capital markets. FILL OUT THE MINING POD SURVEY BY CLICKING HEREYou're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome to The Mining Pod! Today, Christian Lopez, Head of Digital Assets at Cohen and Company Capital Markets, joins us to break down Bitcoin mining's ever-shifting capital market landscape. Lopez explains why there's currently a glut of mining sites on the market, why private miners struggle to secure funding, and why the HPC/AI retrofit narrative is more complex than it seems. We also discuss how potential tariffs might affect mining operations, why Bitcoin mining stocks are correlating differently with Bitcoin than in previous cycles, and the evolving relationship between Bitcoin miners and institutional investors.- 1.5GW of mining sites currently for sale- Private miners face nearly impossible fundraising- Site retrofits for HPC require total rebuilds- Hash rate correlation with BTC price declining- Tariffs may increase CapEx by 10-30%- Hyperscalers want 150MW+ sites near major citiesTimestamps:00:00 Start01:47 Current market for miners04:22 M&A landscape11:42 Fractal12:04 AI & HPC hype14:27 Raising capital right now17:59 Is retrofitting real?21:36 Tariffs26:16 Is capital chasing AI instead of mining?

Guy Adami and Dan Nathan dissect the current state of the market after the second Trump administration's first 100 days, tariff impacts, and key economic events. The pair highlights significant headlines from the Wall Street Journal and discusses the implications of automotive tariffs, GM profits, and job cuts at UPS. They weigh in on the persistent high volatility index, bond market movements, and the differing stances within the financial sector, particularly David Solomon's comments from Goldman Sachs. The episode also examines macroeconomic factors affecting big tech companies like Nvidia and Microsoft, CapEx investments, and the potential for an economic recession. The conversation wraps up with expectations for upcoming Federal Reserve meetings, earnings reports, and job numbers, emphasizing the intertwined nature of global economic policies and market reactions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media