Podcasts about cem

How do you take a free language app and turn it into a multi billion juggernaut that users are literally addicted to?In this episode of TruthWorks, Jessica and Patty sit down with Cem Kansu, the Chief Product Officer at Duolingo. Cem has spent nearly a decade architecting the product strategy that grew Duolingo from a struggling startup into the world's #1 education app.This isn't just a conversation about "product-market fit." It's a raw look at the operational culture required to run thousands of A/B tests a year without losing your soul. Cem pulls back the curtain on Duolingo's famous "unhinged" marketing, the reality of managing a "freemium" model that actually makes money, and why they decided to make their AI mascot, Lily, a depressed teenager.Key topics discussed include:The "Mini-CEO" Mindset: Why Duolingo empowers product managers to run their own P&Ls and how that changes the culture of accountability.Monetization vs. Mission: The hard conversations and trade-offs involved in making money while keeping the core product free for millions.The Truth About Gamification: How to use streaks, leaderboards, and "passive-aggressive" notifications to drive retention without burning out your team (or your users).Hiring for Taste: Why data is critical, but product intuition is what actually builds a brand people love.Navigating the AI Shift: How Duolingo is integrating GenAI to teach effectively, not just efficiently.Whether you are scaling a product team or trying to build a culture that embraces experimentation, Cem offers a transparent look at the machinery behind the owl.

2025'in son bölümü ile karşınızdayım. Kitap kulübümüzün 60. buluşmasında Amin Maalouf'un "Empedokles'in Dostları" adlı kitabını konuştuk.1949 Lübnan doğumlu Maalouf, Semerkant gibi tarihsel kurgularıyla tanınsa da bu kez karşımıza siyasi bir komplo teorisi ile çıkıyor. Pandemi öncesinde kaleme aldığı kitap, nükleer tehditler ve teknolojinin insanlığın üzerindeki etkilerini tartışıyor. Teknolojinin bizi nasıl köleleştirdiği tartışmasına değişik bir açıdan ışık tutuyor.Toplantımızda bazı arkadaşlarımız Maalouf'un diğer eserlerinden bekledikleri edebi derinliği bulamadıklarını, karakterlerin ve kurgunun daha basit kaldığını düşündüklerini paylaştılar. Buna karşın, kitabın özündeki tartışma konusunun hepimize hitap ettiğini söyleyebiliriz.Empedokles, M.Ö. 5. yüzyılda yaşamış yani Sokrates öncesi bir antik Yunan filozofu. Kendinden önceki doğa düşünürlerinin temel öğe (arkhe) olarak belirlediği, su, ateş ve havaya, toprak öğesini de ekleyerek hepsini bir arada kullanan ilk düşünür olmuş. Bu elementleri bir araya getiren gücün “sevgi”, ayıran gücün ise “nefret” olduğunu öne sürmüş. Efsaneye göre tanrılaşmak için Etna yanardağına atlamış ve bu hikaye, ölümsüzlük arayışı ve insanüstü bilgelik temalarıyla bu kitapta sembolik olarak kullanılmış.Kitabın bizi en çok düşündüren tarafı, ölümsüzlük gerçekten insanlık için bir kurtuluş mu yoksa yeni bir kölelik mi sorusu oldu. Yapay zeka ve teknolojinin geldiği noktada, bu sorunun pek de uzak olmayan bir gelecekte yanıt bulabileceğini konuştuk. Dervişin fikri neyse zikri de odur, biz de konuyu tüketim merkezli sistemden çıkış arayışına bağladık. Mevcut kapitalist sistemin sancılarını görüyoruz, yapay zeka ile ezberler bozuluyor ve insanın üretimdeki rolü tartışılır hale geliyor. Ama bu da bütün sistemin dayandığı tüketim için bir tehdit; öyle ya, geliri düşerse veya işsiz kalırsa tüketmek için parayı nereden bulacak insanlar? Hele ömür de uzarsa ne yapacaklar; çare ve umut bireysel üretimde bence.Kitap da çok umutsuz bir yerde kapanmıyor, çare sizsiniz diyor bir bakıma davetsiz misafirlerimiz. Bu bölümde görüşlerine yer verebildiğim arkadaşlarım sırasıyla: (02:37) Olcay Büyükçapar, (03:43) Ebru Başaran, (05:19) Müge İrfanoğlu, (07:46) Olcay Büyükçapar, (11:00) Mürsel Çavuş, (14:46) Suat Soy, (18:10) Olcay Büyükçapar, (19:09) Cem Çağatay Karaali, (21:21) Müge İrfanoğlu, ve (21:50) Feyza Demir.Support the show

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Yatırım ve İş Geliştirme Danışmanı (Broker, Owner) Endüstri Mühendisi Enis Göçer konuk oldu.

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Yatırım ve İş Geliştirme Danışmanı (Broker, Owner) Endüstri Mühendisi Enis Göçer konuk oldu.

A luta de libertação é uma história contada e cantada pelas mulheres da família Araújo. Amélia era uma das principais vozes da Rádio Libertação. A sua filha, Teresa, era bebé quando entrou na luta e cresceu na Escola-Piloto de Conacry. Kady, neta de Amélia e filha de Teresa, diz que a luta continua e é por isso que também usa a voz como uma arma. Falámos com as três em Paris e na Praia. A 5 de Julho de 2025, Paris também festejou os 50 anos da independência de Cabo Verde. Entre os artistas, convidados pelo músico Dino d'Santiago para subirem ao palco do Théâtre de la Ville, estava a cantora cabo-verdiana Kady, vestida com uma t-shirt com a fotografia da avó, Amélia Araújo, uma voz da luta de libertação. Meses depois, Kady regressou à capital francesa, novamente convidada por Dino d'Santiago, para actuar no Festival Lisboa Nu Bai Paris, desta vez na sala La Gaîté Lyrique. Kady usa a voz como uma arma, tal como a avó o fez, outrora, ao microfone da Rádio Libertação. “É como se estivesse a dar continuidade ao legado da minha avó e de todos os combatentes, mas especialmente da minha avó porque a arma dela foi a voz e é a arma também que eu uso, entre aspas, para tentar trazer mais luz, mais emancipação intelectual porque acho que ainda temos um longo caminho para andar, apesar de já ter sido bem pavimentado. Eu sinto que é dar continuidade e honrar esse legado”, contou Kady à RFI, no final do concerto de 8 de Novembro. Kady, Terezinha e Amélia são três mulheres que representam a própria história de Cabo Verde. A luta passou de geração em geração, primeiro com a pioneira Amélia Araújo, que lutou pela libertação; depois com a sua filha, a cantora Terezinha, cujo talento foi estimulado pelo próprio Amílcar Cabral, o líder das independências de Cabo Verde e da Guiné-Bissau; e agora com Kady, neta da revolução. “A luta continua”, lembra a mais jovem das mulheres Araújo aqui entrevistadas. Amélia Araújo era uma das vozes mais ouvidas da luta, a locutora das emissões em português da Rádio Libertação. No final de Maio, ela falou com a RFI, na sua casa na Praia, para recordar os tempos em que a rádio que dirigia era uma poderosa arma de guerra psicológica, descrita por Amílcar Cabral como o “canhão de boca” da luta de libertação. O líder do PAIGC era também um colaborador frequente da rádio que levava as mensagens da revolução aos povos guineense e cabo-verdiano. “A Rádio Libertação foi um instrumento que nos ajudou a transmitir as nossas opções, os nossos princípios e aquilo que nós queríamos para nós, para os nossos países: liberdade, independência. Nós fazíamos cópias dos programas e mandávamos para Dakar, para o Gana e para Angola também. Era muito divulgado e deu o seu contributo para a luta de libertação da Guiné-Bissau e Cabo Verde”, conta. Foi a 16 de Julho de 1967 que a Rádio Libertação começou a emitir, a partir de Conacri. As primeiras experiências tinham começado em 1964, mas o emissor era muito fraco. Em 1966, Amélia e outros companheiros foram enviados para uma formação de alguns meses em Moscovo e regressam a Conacri com um emissor portátil oferecido pelos russos. Mas a rádio era ainda pouco ouvida devido à fraca potência e, em 1967, a Suécia oferece-lhes um estúdio e um emissor moderno. Começavam as emissões que seriam em português, crioulo, balanta, fula, mandinga e beafada. Amélia Araújo trabalhava nas emissões em português e os soldados portugueses chamavam-na “Maria Turra”. “Turra” era o termo usado pelos portugueses para designar os guerrilheiros independentistas. O “Comunicado de Guerra” e o “Programa do Soldado Português” eram as produções mais ouvidas. O “Comunicado de Guerra” anunciava diariamente os combates ocorridos nas várias frentes e divulgava a lista dos soldados portugueses mortos, lida de uma forma propositadamente lenta. O “Programa do Soldado Português” incitava os militares à resistência e à revolta contra uma guerra que não era deles. A Rádio Libertação foi a arma principal de Amélia Araújo, mas a luta tinha começado muito antes. Em Luanda, onde nasceu - filha de mae angolana e pai cabo-verdiano - Amélia apaixonou-se por José Araújo, futuro dirigente do PAIGC, e quando ele foi estudar direito em Portugal, acabaria por segui-lo. Em 1960, casam em Lisboa e a filha Teresa nasce em Fevereiro de 1961. Apenas três meses depois, dá-se aquela que ficou conhecida como a Fuga dos Cem, quando dezenas de nacionalistas angolanos, cabo-verdianos, moçambicanos e são-tomenses deixam Portugal para irem participar nas lutas de libertação dos seus países, incluindo José Araújo. Amélia tinha 28 anos e uma bébé ao colo, pelo que elas não integraram o grupo por questões de segurança, mas conseguiram chegar a Paris e juntar-se a José. Uns tempos depois também deixam a capital francesa para se juntarem à luta de libertação. Em Conacri, aderem ao Partido Africano da Independência da Guiné-Bissau e de Cabo Verde (PAIGC), liderado por Amílcar Cabral, uma das personalidades mais importantes da luta anticolonial e arquitecto da queda do Império português. José Araujo viria a ser dirigente do PAIGC, responsável de propaganda, comissário político na Frente Sul e colaborador da Rádio Libertação e do boletim em francês "PAIGC Actualités". Amélia Araújo chegou a trabalhar no secretariado do MPLA, depois no secretariado do PAIGC até 1967, quando assumiu a função de directora da Rádio Libertação e se tornou na voz principal da luta e de combate ao colonialismo. Por isso, o berço de Teresa, conhecida como Terezinha, foi a luta de libertação. Em pequenina, andou na Escola-Piloto de Conacri, onde estudavam os filhos dos combatentes e que tinha como professores os próprios guerrilheiros, nomeadamente os seus pais. Vários alunos da Escola-Piloto animaram o programa de rádio "Blufo", dirigido a crianças e jovens. Seguindo as pisadas da mãe, Terezinha era uma das locutoras. “O programa era para os outros alunos das outras escolas e internatos espalhados nas zonas libertadas. Contávamos a história do que nós fazíamos e também recebíamos alguns depoimentos de alunos do interior da Guiné das zonas libertadas. Também contávamos os episódios que se passavam e nas datas comemorativas, como 1 de Junho, 19 de Setembro, também por altura do Natal, datas de final do ano, fazíamos programas alusivos a essas datas. No início, nós tivemos que ser preparados pela minha mãe, a dicção correcta, como falar para a rádio e aprendemos bastante. Foi muito interessante”, conta Teresa Araújo. Perante o trabalho intensivo da mãe no secretariado-geral do PAIGC junto a Amílcar Cabral e também na rádio, Terezinha passa a interna na Escola-Piloto juntamente com a irmã, até aos 12 anos. Foi aֵí que começou a cantar, a partir de uma audição em que interpretou “Fidju Magoado” – que viria a saber, mais tarde, ser a morna favorita de Amílcar Cabral. O líder das lutas testemunhou e até estimulou o talento de Terezinha que, anos mais tarde, se tornou numa das vozes incontornáveis de Cabo Verde com o grupo Simentera. A morna “Fidju Magoado” aparece novamente em 2004 no disco “Nôs Riqueza”, com mornas do pai, José Araújo, que também compunha e tocava viola. No fundo, foi na Escola-Piloto que os palcos se abriram para Terezinha, com as crianças a levarem a mensagem a outros países da luta contra o colonialismo e pela libertação. Com o grupo de teatro de crianças e jovens, em que cantava, dançava e fazia teatro, ela actuou, em 1970, no Palácio do Povo em Conacri, tendo na primeira fila a cantora sul-africana Miriam Makeba. Em 1971,72, o grupo vai em digressão a Dacar, Ziguinchor e Teranga, no Senegal, Banjul, na Gâmbia, Nouakchot, Nouadibou e Attar, na Mauritânia. Em 1973, as crianças ficam três meses na Escola-Piloto de Teranga a prepararem a participação no 10° Festival Internacional da Juventude e Estudantes, em Berlim, onde Terezinha canta ao lado de Miriam Makeba. Findo o ciclo de estudos na Escola-Piloto, aos 12 anos, Terezinha foi para a Escola Internato Internacional Elena Dimitrievna Stásova, na cidade de Yvanovo, a uns 300 quilómetros de Moscovo. Aí também continuou a representar a escola em Foruns Internacionais que decorriam em Moscovo. Dos tempos da luta, é Amílcar Cabral e a Escola-Piloto que recorda com mais ternura. “A Escola-Piloto era a menina dos olhos dele [Amílcar Cabral], era a referência. Então, ele levava sempre à Escola-Piloto delegações que vinham visitar o PAIGC. Além disso, a presença dele era diária. Só mesmo quando não pudesse ir, por causa de algum trabalho, é que não ia. Ia cedo de manhã e assistia à nossa preparação física e, às vezes, entrava mesmo na competição. Nós tínhamos um jogo do lenço e ele nunca perdia. Ele era muito bom! Ele aproveitava esses momentos também para nos ensinar outros jogos. Escutava os alunos, perguntava às crianças se estavam a ser bem tratadas, se estavam a ter comida boa. Ele queria mesmo verificar que as crianças estavam a ser bem tratadas, porque, como ele dizia, as crianças eram as flores da revolução e a razão da luta”, recorda, nostálgica, a cantora.

Rund um die Feiertage nehmen sich Helene Bubrowski und Michael Bröcker Zeit für ausführlichere Gespräche. Zu Gast ist Cem Özdemir, der im kommenden Jahr eine Trendumkehr für die Grünen erreichen will. Sein Ziel: das Amt des Ministerpräsidenten in Baden-Württemberg. In Umfragen auf Bundes- wie auf Landesebene stehen die Grünen derzeit jedoch unter Druck.Özdemir betont die Eigenständigkeit der baden-württembergischen Grünen und grenzt sich bewusst von der Bundespartei ab: „Ich will nicht Parteipolitik machen, sondern gute Politik fürs Land.“[10:28]Die EU-Staats- und Regierungschefs haben einen zinslosen Kredit über 90 Milliarden Euro für die Ukraine beschlossen. Der Ökonom Daniel Stelter sieht darin eine Einführung von Euro-Bonds durch die Hintertür. Er warnt vor einer schleichenden Schulden- und Transferunion zulasten der deutschen Steuerzahler und kritisiert die Zustimmung von Friedrich Merz als „ausgesprochen problematisch“.[01:28]Hier geht es zur Anmeldung für den Space.TableTable Briefings - For better informed decisions.Sie entscheiden besser, weil Sie besser informiert sind – das ist das Ziel von Table.Briefings. Wir verschaffen Ihnen mit jedem Professional Briefing, mit jeder Analyse und mit jedem Hintergrundstück einen Informationsvorsprung, am besten sogar einen Wettbewerbsvorteil. Table.Briefings bietet „Deep Journalism“, wir verbinden den Qualitätsanspruch von Leitmedien mit der Tiefenschärfe von Fachinformationen. Professional Briefings kostenlos kennenlernen: table.media/testenHier geht es zu unseren WerbepartnernImpressum: https://table.media/impressumDatenschutz: https://table.media/datenschutzerklaerungBei Interesse an Audio-Werbung in diesem Podcast melden Sie sich gerne bei Laurence Donath: laurence.donath@table.media Hosted on Acast. See acast.com/privacy for more information.

Niels and Cem reflect on a year marked by concentration, confidence, and growing structural fragility beneath calm markets. They examine extreme positioning, record low cash levels, and the quiet dominance of reflexive flows over fundamentals. Cem challenges common readings of volatility, explains where real fear hides in options markets, and outlines why tail exposure becomes critical late in cycles. The discussion broadens into portfolio construction, questioning the legacy of 60/40 investing and the illusion of diversification built during falling-rate decades. Grounded in history, market structure, and political cycles, this conversation offers a disciplined framework for navigating regimes where leverage, policy, and inequality quietly redefine risk.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:00 - Introduction to the Systematic Investor Series00:49 - Geopolitical tensions beneath the surface of markets02:07 - Extreme bullish sentiment and record low cash levels04:12 - Margin use, positioning, and why this setup is fragile06:07 - Why the VIX fails as a true fear indicator11:48 - Buffett's concentration and risk management through quality16:27 - Leverage, Sharpe ratios, and misunderstood diversification21:02 - Trend following performance and late year positioning23:48 - Positioning, reflexivity, and market microstructure28:25 - Volatility traps and convexity before stress events31:06...

Cem Özdemir will Ministerpräsident von Baden-Württemberg werden – und damit die grüne Erfolgsgeschichte nach Winfried Kretschmann fortschreiben. In dieser Sonderfolge des POLITICO Berlin Playbook Podcast spricht der frühere Landwirtschaftsminister, Parteichef und Europaabgeordnete über seinen Anspruch auf das Amt, seine politische Erfahrung und seinen Politikstil zwischen Kompromiss, Pragmatismus und Führung aus der Mitte der Gesellschaft. Diese Folge ist das zweite Gespräch aus der Reihe "Let's find common ground" zusammen mit Telefónica O2. Das Interview mit CDU-Spitzenkandidat Manuel Hagel gibt es hier zu hören. Das Berlin Playbook als Podcast gibt es jeden Morgen ab 5 Uhr. Gordon Repinski und das POLITICO-Team liefern Politik zum Hören – kompakt, international, hintergründig. Für alle Hauptstadt-Profis: Der Berlin Playbook-Newsletter bietet jeden Morgen die wichtigsten Themen und Einordnungen. Jetzt kostenlos abonnieren. Mehr von Host und POLITICO Executive Editor Gordon Repinski: Instagram: @gordon.repinski | X: @GordonRepinski. Legal Notice (Belgium) POLITICO SRL Forme sociale: Société à Responsabilité Limitée Siège social: Rue De La Loi 62, 1040 Bruxelles Numéro d'entreprise: 0526.900.436 RPM Bruxelles info@politico.eu www.politico.eu Learn more about your ad choices. Visit megaphone.fm/adchoices

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Bolero Çorap ve Çamaşır Yön. Kurulu Bşk. Mustafa Nazif Çelebi konuk oldu.

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Bolero Çorap ve Çamaşır Yön. Kurulu Bşk. Mustafa Nazif Çelebi konuk oldu.

Manuel Hagel tritt an, um Baden-Württemberg politisch neu auszurichten. Der CDU-Landes- und Fraktionschef will im kommenden März 2026 der Ministerpräsident werden und die Ära Winfried Kretschmann beenden. In dieser Sonderfolge des POLITICO Berlin Playbook Podcast spricht Hagel ausführlich über seinen Anspruch auf das Amt, seine Abgrenzung zu Cem Özdemir und seine Vorstellung davon, wie das Land wirtschaftlich wieder nach vorn kommen soll.  Diese Folge ist das erste von zwei Gesprächen aus Stuttgart aus der Reihe "Let's find common ground" zusammen mit Telefónica O2. Am morgigen Samstag folgt das Interview mit Cem Özdemir. Das Berlin Playbook als Podcast gibt es jeden Morgen ab 5 Uhr. Gordon Repinski und das POLITICO-Team liefern Politik zum Hören – kompakt, international, hintergründig. Für alle Hauptstadt-Profis: Der Berlin Playbook-Newsletter bietet jeden Morgen die wichtigsten Themen und Einordnungen. Jetzt kostenlos abonnieren. Mehr von Host und POLITICO Executive Editor Gordon Repinski: Instagram: @gordon.repinski | X: @GordonRepinski.Legal Notice (Belgium) POLITICO SRL Forme sociale: Société à Responsabilité Limitée Siège social: Rue De La Loi 62, 1040 Bruxelles Numéro d'entreprise: 0526.900.436 RPM Bruxelles info@politico.eu www.politico.eu Learn more about your ad choices. Visit megaphone.fm/adchoices

Im Südwesten steht vor einer der spannendsten Landtagswahlen seit Jahren: Schwarz gegen Grün, Manuel Hagel gegen Cem Özdemir – und die Frage, ob am Ende erneut eine grün-schwarze Regierung steht. Es geht um Wirtschaft, Energiekosten, Bürokratieabbau und die Zukunft des Industriestandortes Baden-Württemberg. Außerdem blickt Rixa Fürsen mit Rasmus Buchsteiner auf die letzte Bundesratssitzung des Jahres voraus. Im Zentrum stehen Entlastungen für Wirtschaft und Verbraucher: Steueränderungen, Pendlerpauschale, Ehrenamt, Rente, Wehrdienst und Haushalt. Im Bundestag steht die Reform des Bundespolizeigesetzes auf der Agenda. Im 200-Sekunden-Interview spricht der innenpolitische Sprecher der SPD, Sebastian Fiedler, über neue Befugnisse, digitale Ermittlungen, Drohnenabwehr und die umstrittene Kennzeichnungspflicht für Polizisten – und darüber, warum diese Novelle so lange auf sich warten ließ.Das Berlin Playbook als Podcast gibt es jeden Morgen ab 5 Uhr. Gordon Repinski und das POLITICO-Team liefern Politik zum Hören – kompakt, international, hintergründig. Für alle Hauptstadt-Profis: Der Berlin Playbook-Newsletter bietet jeden Morgen die wichtigsten Themen und Einordnungen. Jetzt kostenlos abonnieren. Mehr von Host und POLITICO Executive Editor Gordon Repinski: Instagram: @gordon.repinski | X: @GordonRepinski. Legal Notice (Belgium) POLITICO SRL Forme sociale: Société à Responsabilité Limitée Siège social: Rue De La Loi 62, 1040 Bruxelles Numéro d'entreprise: 0526.900.436 RPM Bruxelles info@politico.eu www.politico.eu Learn more about your ad choices. Visit megaphone.fm/adchoices

Guillermo Fachinello presidente de la Confederación Económica de Misiones (CEM) analiza la coyuntura económica y el lento camino hacia la recuperación, pidiendo un "cóctel de medidas" para impulsar la tracción económica y el empleo. La CEM ha realizado aportes para cambiar la matriz impositiva, buscando una modernización laboral que sea inclusiva y que elimine la litigiosidad y las indemnizaciones, temas que vuelven a la gente "muy cauta" al tomar nuevos empleados. No obstante, el impacto no será inmediato y requiere reformas impositivas y del sistema financiero.Un gran tema es la matriz impositiva y la alta presión que genera. Aunque la inflación está "bastante controlada", las altas tasas de interés y la poca demanda asfixian a las pymes, dejando a la gente muy endeudada y con el poder adquisitivo perdido. Específicamente en Misiones, la forestoindustria y la yerba mate atraviesan momentos muy difíciles, y existe gran preocupación sobre qué pasará en enero y febrero.Fachinello subraya la preocupación por la "voracidad fiscal" de los intendentes, cuyas tasas municipales son muy altas, lo que representa una gran presión que hoy no se puede trasladar a precio,. Las empresas ya no tienen más rentabilidad ni "espalda" para seguir absorbiendo estos costos, estando todas muy endeudadas a tasas altas. Se exige a los gobiernos nacional, provincial y municipal que busquen la eficiencia, y que la ineficiencia no la pague el contribuyente.A pesar de los desafíos, el presidente de la CEM reafirma el apoyo a los Programas Ahora, señalando que son la única forma de vender para el rubro indumentaria y electrodomésticos en el interior. Estos programas se ven como una herramienta para devolver parte de la presión impositiva. Sin embargo, las expectativas para 2026 no son "muy buenas". La CEM ve con cautela que la agenda nacional se centre en el sector energético, minería y petróleo (RIGI), dejando de lado a la forestoindustria y la yerba mate, lo que significa que el derrame esperado será muy lento para Misiones,. La Confederación busca siempre defender a sus representados, incluso a aquellos que no tienen "visibilidad ni voz".#economía

Knapp drei Monate vor der Landtagswahl in Baden-Württemberg sehen die Prognosen für die bislang das Land regierenden Grünen alles andere als rosig aus. Der langjährige Ministerpräsident Winfried Kretschmann tritt nicht wieder an. Für ihn soll Cem Özdemir den Wahlsieg sichern. Doch die Grünen liegen in den Umfragen nur auf Platz drei mit großem Abstand zum Führenden, ihrem aktuellen Koalitionspartner CDU. Auf dem Parteitag am Wochenende in Ludwigsburg hat Özdmir die Grünen mit einer kämpferischen Rede auf den Wahlkampf eingeschworen. Dabei setzt der ehemalige Bundeslandwirtschaftsminister vor allem auf die Wirtschaft. Die Landeschefin der Grünen, Lena Schwelling, erklärt in SWR Aktuell, dass dieses Thema sehr gut zur Partei passe: "Was die Leute am meisten umtreibt, ist die wirtschaftliche Situation. Wir haben große Bedrohungen von außen durch die Zollpolitik der USA und durch China. Und gleichzeitig haben wir durch die Klimakrise eine große Herausforderung. Und gleichzeitig wissen wir, dass es bei Wirtschaft und Klima kein ‚entweder oder‘ gibt." Deswegen setze die Partei im anstehenden Landtagswahlkampf auf eine Wirtschaftspolitik, die mit "Klimaschutz Hand in Hand geht." Wie die Grünen in diesem Zusammenhang mit einer absehbaren Rücknahme des EU-weiten Verbrenner-Aus bis 2025 umgehen, wollte SWR Aktuell-Moderator Andreas Böhnisch von Lena Schwelling wissen.

Friedrich Merz hat ein internationales Spitzentreffen zusammengebracht, bei dem es um einen möglichen Weg zu einem Waffenstillstand in der Ukraine geht. Wolodymyr Selenskyj ist in der Hauptstadt, ebenso die amerikanischen Unterhändler Jared Kushner und Steve Witkoff. Europa verhandelt mit, unter hohem Zeitdruck und mit offenen Fragen zu Sicherheitsgarantien und der Zukunft des amerikanischen Vorschlags für einen Frieden-Rahmen.  Gordon Repinski berichtet, warum dieser Tag zu einem Wendepunkt werden könnte, oder zu einem weiteren gescheiterten Versuch. Im 200-Sekunden-Interview spricht Andrij Melnyk, ukrainischer Botschafter bei den Vereinten Nationen und früherer Botschafter in Berlin, über die Erwartungen an die Gespräche. Er erklärt, warum Europa eine stärkere Rolle einnehmen muss, welche Garantien für die Ukraine unverzichtbar sind und wie weit sein Land bereit ist, in den Verhandlungen zu gehen, ohne seine territoriale Integrität aufzugeben. Danach richtet sich der Blick in die USA. Pauline von Pezold analysiert den Auftritt des AfD-Außenpolitikers Markus Frohnmaier beim Young Republican Club in New York. Dort wurde sichtbar, wie eng sich Teile der AfD an das Umfeld von Donald Trump anbinden und welche strategische Bedeutung dieser Schulterschluss für kommende Wahlen in Deutschland hat. Zum Schluss geht es nach Baden-Württemberg. Maximilian Stascheit berichtet vom Grünen Parteitag in Ludwigsburg. Cem Özdemir setzt im Wahlkampf auf Bekanntheit und Kontinuität, um das Staatsministerium zu verteidigen. Ein Parteitag zwischen Aufholjagd, Personalisierung und der Frage, ob dieses Konzept im Autoland aufgeht. Das Berlin Playbook als Podcast gibt es jeden Morgen ab 5 Uhr. Gordon Repinski und das POLITICO-Team liefern Politik zum Hören – kompakt, international, hintergründig. Für alle Hauptstadt-Profis: Der Berlin Playbook-Newsletter bietet jeden Morgen die wichtigsten Themen und Einordnungen. Jetzt kostenlos abonnieren. Mehr von Host und POLITICO Executive Editor Gordon Repinski: Instagram: @gordon.repinski | X: @GordonRepinski. Legal Notice (Belgium) POLITICO SRL Forme sociale: Société à Responsabilité Limitée Siège social: Rue De La Loi 62, 1040 Bruxelles Numéro d'entreprise: 0526.900.436 RPM Bruxelles info@politico.eu www.politico.eu Learn more about your ad choices. Visit megaphone.fm/adchoices

Die deutsche Wirtschaft stagniert: Ist Aufschwung wichtiger als Klimaschutz? Und: Angespanntes Verhältnis zu den USA: Welchen Weg muss Europa einschlagen? Bei maischberger: Der Spitzenkandidat von Bündnis 90/Die Grünen für die Landtagswahl in Baden-Württemberg Cem Özdemir. Der Bundesvorsitzende der Linkspartei Jan van Aken und der Politikwissenschaftler Christian Mölling. Die langjährige Moderatorin der ZDF-heute-Nachrichten Petra Gerster, die Autorin der Neuen Zürcher Zeitung Susanne Gaschke Von Sandra Maischberger.

Hombre armado resulta herido tras intentar ingresar a cuartel en Vallarta Tramo del Circuito Exterior Mexiquense opera con carril reducido por mantenimientoMás de 900 muertos tras devastadoras lluvias en SumatraMás información en nuestro podcast

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Boğaziçi Üniversitesi Öğrenci Faaliyetleri ve Kariyer Direktörü Adem Dönmez konuk oldu.

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Boğaziçi Üniversitesi Öğrenci Faaliyetleri ve Kariyer Direktörü Adem Dönmez konuk oldu.

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will throw at us this year?Or is the ride about to get rocky again?Let's hear straight from the man himself.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #marketcorrection #diversification _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Wer sind die Grünen und wo stehen sie? Beim ersten Parteitag nach der Bundestagswahl ging es für die Grünen um Selbstfindung und strategische Ausrichtung. Viel Zeit bleibt ihnen dafür nicht, 2026 stehen fünf Landtagswahlen an. Den Auftakt macht im März Baden-Württemberg, wo Cem Özdemir Ministerpräsident werden will, und mit hohen Umfragewerten für die CDU und der Krise der Autoindustrie zu kämpfen hat. Klimaschutz muss sozial sein, darüber waren sich die Grünen bei der Bundesdelegiertenkonferenz einig. Und wollen dafür auch die die Reichen zur Kasse bitten. Rückkehr zum 9-Euro-Ticket, Steuern für Privatjets und keine Gasbohrungen vor der Insel Borkum lauten die Beschlüsse. Gestritten wurde beim Parteitag auch, zum Beispiel bei der Debatte über den Wehrdienst. Am Ende stimmten die Grünen für eine Musterungspflicht, gegen den Willen der Grünen Jugend. In den letzten Jahren prägten Annalena Baerbock und Robert Habeck einen Mitte-Kurs der Partei. In Zeiten des Rechtsrucks sei links für ihn kein Schimpfwort, sondern ein Auftrag, sagte Co-Parteichef Felix Banaszak. Zumindest klimapolitisch sind die Grünen bei diesem Parteitag nach links gerückt.

Michael Bröcker und Helene Bubrowski diskutieren ein Wochenende, das es in sich hatte. Bundesarbeitsministerin Bärbel Bas betrachtet Arbeitgeber anscheinend als Gegner – so jedenfalls lassen sich ihre Aussagen auf dem Juso-Bundeskongress interpretieren. Juso-Chef Philipp Türmer seinerseits hat gedroht, Reiche sollten wieder „Angst“ vor der SPD haben müssen.Die Grünen haben sich auf ihrem Bundesparteitag auf die Suche nach ihrer eigenen Zukunft gemacht. Eine Zukunft zwischen links-ökologischen Maximalforderungen und möglicher Regierungsbeteiligung. Welche Richtung sie einschlagen, bleibt unklar. Der grüne Spitzenkandidat für Baden-Württemberg, Cem Özdemir, ging auf Distanz zur Bundespartei.Und die neue Jugendorganisation der AfD hat sich gegründet. An der Spitze dieser „Generation Deutschland“ steht Jean-Pascal Hohm, der vom Brandenburger Verfassungsschutz als rechtsextremistisch eingestuft wird. Mehr als 20.000 Menschen haben in Gießen gegen die junge AfD protestiert. Es gab auch Gewalt einzelner Radikaler – auch Polizisten wurden angegriffen.Währenddessen versucht Unionsfraktionschef Jens Spahn die jungen Abgeordneten auf den Rentenkurs der Bundesregierung zu bringen. Es ist nach wie vor völlig offen, ob das Rentenpaket im Bundestag eine Mehrheit haben wird.Hier geht es zur Anmeldung für den Space.TableTable Briefings - For better informed decisions.Sie entscheiden besser, weil Sie besser informiert sind – das ist das Ziel von Table.Briefings. Wir verschaffen Ihnen mit jedem Professional Briefing, mit jeder Analyse und mit jedem Hintergrundstück einen Informationsvorsprung, am besten sogar einen Wettbewerbsvorteil. Table.Briefings bietet „Deep Journalism“, wir verbinden den Qualitätsanspruch von Leitmedien mit der Tiefenschärfe von Fachinformationen. Professional Briefings kostenlos kennenlernen: table.media/testenHier geht es zu unseren WerbepartnernImpressum: https://table.media/impressumDatenschutz: https://table.media/datenschutzerklaerungBei Interesse an Audio-Werbung in diesem Podcast melden Sie sich gerne bei Laurence Donath: laurence.donath@table.media Hosted on Acast. See acast.com/privacy for more information.

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına MCO DİJİTAL MEDYA AŞ / Ajans Başkanı Portre Fotoğraf / Profesyonel Fotoğrafçı Mehmet Cihan Oyuktaş konuk oldu.

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına MCO DİJİTAL MEDYA AŞ / Ajans Başkanı Portre Fotoğraf / Profesyonel Fotoğrafçı Mehmet Cihan Oyuktaş konuk oldu.

In SPRICH:STUTTGART spricht Cem Özdemir über seinen Weg vom Hauptschüler in Bad Urach zum Spitzenkandidaten für das Amt des Ministerpräsidenten. Er erzählt, welche Menschen ihn geprägt haben und warum Bildungsgerechtigkeit für ihn zur Kernfrage der Landespolitik geworden ist. Özdemir erklärt, weshalb Baden-Württemberg aus seiner Sicht eine Politik braucht, die zuhört, ausgleicht und Brücken baut. Offen spricht er über Anfeindungen, über politische Verantwortung und darüber, wie man persönlichen Angriffen standhält. Gleichzeitig beschreibt er seine Vision eines modernen, offenen und wirtschaftsstarken Landes. Persönliche Geschichten zeigen seine Verbundenheit zu Baden-Württemberg – und seinen Anspruch, Politik verständlich und nahbar zu machen. Ein konzentriertes Gespräch über Haltung, Herkunft und die Frage, was dieses Land jetzt wirklich brauchen könnte. Hosts dieser Folge sind die Journalistin Kathi Geschier, Teilnehmerin des Qualifikationsprogramms Moderation am Institut für Moderation (imo) an der Hochschule der Medien Stuttgart, und Institutsdirektor Prof. Stephan Ferdinand. SPRICH:STUTTGART – der Podcast für und über Stuttgart:⁠ www.sprichstuttgart.de⁠ und auf Instagram sprichstuttgart_podcast (aufgezeichnet am 27.11.25, online ab 28.11.25)0:27 Bücher und Inspirationen9:23 Wahlkampf und die Grünen15:49 Politische Rivalitäten und Fairness19:02 Bildungspolitik im Fokus29:54 Persönliche Herausforderungen und Rückschläge36:05 Freundschaften und Wertschätzung44:13 Wirtschaft und Bildung im Wahlkampf51:43 Chancen in der Industrie53:18 Digitale Herausforderungen und Lösungen1:02:29 Politische Verantwortung 1:09:38 Integration und gesellschaftliche Erwartungen1:17:02 Umgang mit Kritik 1:23:10 Beziehungen und Zusammenarbeit in der Politik1:38:47 Geschichten erzählen in der Politik

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Enerji Uzmanı Dr. Cihad Terzioğlu konuk oldu.

Cem Çatpınar'ın hazırlayıp sunduğu Cem Çatpınar ile Markanın Hikayesi programına Enerji Uzmanı Dr. Cihad Terzioğlu konuk oldu.

Hinter den Kulissen ringen die Spitzen der Regierung und der Koalitionsfraktionen um eine Lösung im Rentenstreit. Ein Unionsmitglied des Koalitionsausschusses hat es in einem Gespräch mit Table.Briefings so formuliert: „Wir werden den Jungen ein Angebot machen, das unseren langfristigen Reformwillen zeigt“. Michael Bröcker und Helene Bubrowski diskutieren, wie ein solches Angebot konkret aussehen könnte.[01:19]Der Autor Simon Strauß stellt sein neues Buch „In der Nähe“ vor. Am Beispiel der Stadt Prenzlau beschreibt er den Wert lokaler Gemeinschaften. Strauß rät Berliner Politikern, die Hauptstadtblase zu verlassen: Es sei der erste Schritt, „sich der gelebten Wirklichkeit“ auszusetzen, um das abgekoppelte Denken in Verwaltungseinheiten zu überwinden.[07:14]Die Grünen-Vorsitzende Franziska Brantner stellt sich den Fragen von Helene Bubrowski. Warum schaffen es die Grünen nicht, bei Wählerinnen und Wählern zu punkten? Wie stehen die Grünen zum Verbrenner-Aus, nachdem Cem Özdemir in Baden-Württemberg das strikte Verbot in Frage gestellt hat?[13:31] Hier geht es zur Anmeldung für den Space.TableTable Briefings - For better informed decisions.Sie entscheiden besser, weil Sie besser informiert sind – das ist das Ziel von Table.Briefings. Wir verschaffen Ihnen mit jedem Professional Briefing, mit jeder Analyse und mit jedem Hintergrundstück einen Informationsvorsprung, am besten sogar einen Wettbewerbsvorteil. Table.Briefings bietet „Deep Journalism“, wir verbinden den Qualitätsanspruch von Leitmedien mit der Tiefenschärfe von Fachinformationen. Professional Briefings kostenlos kennenlernen: table.media/testenHier geht es zu unseren WerbepartnernImpressum: https://table.media/impressumDatenschutz: https://table.media/datenschutzerklaerungBei Interesse an Audio-Werbung in diesem Podcast melden Sie sich gerne bei Laurence Donath: laurence.donath@table.media Hosted on Acast. See acast.com/privacy for more information.

Pour préparer le Ouest Park, plusieurs artistes investissent les studios du CEM, au fort de Tourneville, le temps d'une résidence. L'occasion pour eux de tester, reprendre, réarranger et affiner leur set avant de monter sur scène. Nous avons choisi de suivre Anton & The Clouds lors de leur session du jeudi 9 octobre 2025, un temps de travail de cinq heures dans le Tube, l'une des salles emblématiques du CEM.Anton & The Clouds, c'est un hip-hop funky et céleste né au Havre. À l'origine, Anton, ex-membre du groupe de reggae Mindsoljah, décide de changer de latitude musicale. Avec le beatmaker havrais Djar One, il fonde un duo nourri de multiples influences : hip-hop des 90's, reggae, funk, et même quelques touches jazz. Leur flow en anglais, porté par une voix soul, se développe sur des beats ciselés et organiques.Après un premier EP, My World, le projet s'étoffe avec le Clouds Band : saxophone, basse, batterie, scratches, clavier, guitare… Un renfort scénique qui densifie le groove et propulse leurs performances vers un son plus ample, plus vif, plus généreux.Dans cet épisode, on s'immerge au cœur de leur résidence : une séance de travail intense pour peaufiner le live qui sera présenté au Ouest Park la semaine suivante. Répétitions, ajustements, nuances, énergie du groupe… On assiste à la construction d'un set pensé pour embarquer le public du festival.Un aperçu rare, capté depuis l'intérieur, de ce qu'est une résidence musicale : un espace-temps dédié à la création, au travail minutieux, à la recherche du bon son et du bon équilibre entre tous les membres du projet.Suivre Anton & The Clouds : Instagram, YouTube, Facebook

Recorded live from the Cboe RMC floor in Munich, Cem Karsan sits down with volatility veteran David Dredge for a deep exploration of what truly drives risk. From the crash of 1987 to today's era of correlation, Dredge reframes volatility not as fear, but freedom. Through his F1 “brakes” analogy, he reveals why protection enables performance, and how convexity builds resilience in an uncertain world. Together, they trace the arc from structured-product flows to demographics, fiscal repression, and the coming global “Hunger Games” for savings. A masterclass in compounding through uncertainty.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow David on X.Episode TimeStamps: 00:01:29 – Cem introduces David Dredge live from Munich.00:03:28 – Dredge recalls arriving in Asia before the 1987 crash.00:05:06 – The F1 brakes analogy—why protection enables speed.00:07:45 – The “preserve and enhance” portfolio that defied 65/35.00:10:57 – Rethinking 60/40 and the illusion of diversification.00:14:33 – Cem on $500 trillion of correlated assets.00:17:22 – Why covered calls lose to convexity over time.00:19:14 – Misreading 2022: correlation, not equities, was the risk.00:21:20 – When diversification fails, only convexity endures.00:27:13 – Value investing in volatility—buying what others suppress.00:37:48 – Euro...

Martinho da Vila, el sambista de 87 años que llevó al éxito su 'Canta canta minha gente' a mediados de los setenta, se presenta en Barcelona este miércoles 19 de noviembre. Le escuchamos cantando 'Minha e tua', 'Quando essa onda passar', 'Sob a luz do candeeiro' y 'Feitiço da Vila'. Con The Mildred Snitzer Orchestra, el actor (y pianista) Jeff Goldblum ha publicado el disco 'Plays well with others' con canciones como 'A baptist beat', 'Don't fence me in'/'Strollin', 'Lazy afternoon' o 'In the wee small hours of the morning'. Y del disco 'Revolução', de la trombonista Natalie Cressman y el guitarrista Ian Faquini, 'Cem mil réis', 'Contradança', 'Natty´s waltz' y 'Rio-mar'. Despide Pat Metheny con 'Sueño con México' en la grabación que hizo para su proyecto Orchestrion. Escuchar audio

El armonicista carioca Mauricio Einhorn, que cumplió 93 años en mayo, firma 'Mauricio and horns', disco con la orquesta de Idriss Boudrioua e invitados como el clarinetista Paquito D´Rivera y el guitarrista Lula Galvão, que incluye grabaciones de sus clásicos 'Nuvens' -con Lula- 'Estamos aí' -con Paquito- y 'Tristeza de nós dóis' o 'Have you met Miss Jones?' de Rodgers y Hart. Escuchamos por primera vez al cantante haitiano-estadounidense Tyreek McDole en 'Ugly beauty', 'The backward step' y 'Under a blanket of blue' de su primer disco 'Open your senses'. La estadounidense Natalie Cressman, trombonista y vocalista, y el brasileño Ian Faquini, guitarrista y vocalista, han publicado 'Revolução' con canciones como 'Cem mil reis', 'Tenho sede' o 'Natty´s waltz'. Cierra el grupo Beyond Brazilian Stories con 'Casaforte' de Edu Lobo. Escuchar audio

In this 2026 Outlook discussion, our experts across High Yield, CLOs, Investment Grade and EM Debt cover:- Where they see value (against a backdrop of historically tight spreads)- How megatrends like AI proliferation are creating opportunities (and risks)- Their personal “bold predictions” for the year aheadPanelists:Brian Pacheco – Global High YieldAdrienne Butler – Global CLOsCharles Sanford – Investment Grade CreditCem Karacadag – Sovereign Debt & CurrenciesEpisode Segments:(01:01) – 3 macro trends shaping the landscape for fixed income (03:50) – The case for staying invested in high yield in 2026(07:09 – Potential risks to high yield(13:35) – Megatrends shaping the high yield landscape(15:10) – Brian's bold prediction on high yield(17:09) – Why CLOs are at the center of credit market innovation(21:51) – Who is investing in CLOs and how that's changing (26:08) – How lower rates may impact CLOs (28:32) – The ebb and flow of broadly syndicated loans vs private credit(29:56) – Adrienne's bold prediction for 2026(31:49) – Is Microsoft paper higher quality than the US government?(35:22) – Risks of AI capex to investment grade companies(39:17) – Opportunities in less-trafficked areas of IG(41:28) – Sizing up the opportunity in IG credit in 2026(43:40) – Charles' bold prediction of IG credit for 2026(45:49) – Analyzing value in EM debt and currency markets(49:06) – EM spreads are tight… so what?(51:20) – Two value opportunities in EM(53:57) – Cem's bold prediction for EM for 2026Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-4957534

La estadounidense Natalie Cressman, trombonista y vocalista, y el brasileño Ian Faquini, guitarrista y vocalista, publican 'Revolução' con canciones como 'Cem mil reis' de Noel Rosa, 'Contradança' de Faquini o 'Tenho sede' de Dominguinhos y Anastacia. La francesa Camille Bertault ha editado el disco 'Voz e vocês' que contiene composiciones brasileñas como 'Choro do Portina' -grabada con el bandolinista Hamilton de Holanda-, 'Folhas secas' -con el Trio Corrente-, 'Cheio de dedos' -con la guitarra de Guinga-, 'Bananeira' -con la voz de Vanessa Moreno- o 'Samambaia' -con el piano de Claudio Dauelsberg-. El acordeonista francés Vincent Peirani publica 'Living being IV', cuarto disco de una serie que inició hace diez años, con piezas como 'Le cabinet des énigmes', 'Bremain suite' o 'Phantom resonanz'. Abre el nonagenario armonicista carioca Mauricio Einhorn con 'Nuvens' de su reciente 'Mauricio and horns'.Escuchar audio

In this episode of the Iowa Church Leaders Podcast, Tom chats with one of the CEM Board Members and Pastor of Central Church of Christ in Griswold, Iowa. Together, they reflect on his years of ministry in Iowa and talk about the exciting direction CEM is heading—developing a more clearly defined Iowa Restoration Movement Church Network. You'll hear how this renewed vision is striving to help churches across our state connect, raise up new leaders, encourage current pastors, and care well for ministry families serving in Iowa.

Episode SummaryIn this thought-provoking episode, Todd DeVoe and Dan Scott explore “The Myth of Control”—a concept that challenges one of the most fundamental assumptions in emergency management: that we can control chaos. Drawing from philosophy, leadership theory, and real-world emergency operations, they unpack how the illusion of control shapes decisions, policies, and leadership under pressure.The hosts discuss the paradox that while control provides comfort and structure, it can also lead to rigidity and tunnel vision during crises. They explore the balance between preparedness and adaptability, and how embracing uncertainty can make leaders—and organizations—more resilient.Listeners will leave with a deeper understanding of why humility, trust, and systems thinking are essential for navigating disasters' unpredictable nature.Key Talking Points* What “control” means in emergency management and why it's an illusion.* The difference between command and influence in crisis leadership.* Stoic and philosophical insights on accepting uncertainty and focusing on what can be controlled.* How overconfidence and bureaucratic rigidity undermine effective response.* Real-world examples where flexibility outperformed strict adherence to plans.* Building cultures that prioritize adaptability, learning, and empowerment over control.* Emotional intelligence, trust, and psychological safety are essential in EOC leadership.* Practical strategies for letting go—trusting your team, systems, and training.Quotes to Remember“Control is the myth we tell ourselves to feel safe in the storm.” – Todd DeVoe“In crisis leadership, it's not about controlling every variable—it's about influencing outcomes through people.” – Dan ScottAbout the HostsTodd DeVoe, CEM, is the Editor-in-Chief of the Emergency Management Network and the Emergency Management Coordinator for the City of Inglewood.Dan Scott, CEM, is a regional emergency management leader and co-host of the EMN Podcast, bringing decades of operational experience and mentorship to the discussion.Listen & SubscribeAvailable on Apple Podcasts, Spotify, and wherever you get your podcasts.Subscribe to the Emergency Management Network Newsletter for leadership insights, policy analysis, and community resilience stories. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

Episcopado condena asesinato del alcalde de Uruapan y pide frenar violenciaRetiran toneladas de basura de la Barranca de Dolores en ChapultepecIrán enfrenta crisis hídrica Más información en nuestro Podcast

In this episode, Cem Karsan returns to Excess Returns to break down the market through the lens of liquidity, reflexivity, and options-driven market structure. We cover why he believes we are in a bubble but still early in its trajectory, the mechanics behind today's volatility dynamics, the role of AI spending in sustaining the cycle, and why traditional 60/40 portfolios may face major challenges in the years ahead. Cem also explains how investors should think about tail risk, true diversification, and building portfolios for a world where liquidity flows dictate outcomes.Main topics coveredWhy we are in a bubble but still likely to go higher firstFundamentals vs liquidity as drivers of returnsOptions as the “3-D” market and how they now drive equitiesReflexivity and how option flows influence asset pricesRetail adoption of options and misperceptions in the spaceAI investment boom, tail risks, and market liquidity feedback loopsHistorical valuation regimes and recency bias in marketsPortfolio construction beyond the 60/40 modelTail hedging and the role of long volatilityImportance of true diversification and managing interest-rate riskTimestamps00:00 Bubble dynamics and why being bullish can coexist with danger 03:00 Fundamentals vs liquidity as market drivers 08:00 Rise of options and how they now influence markets 14:00 Reflexivity explained in simple terms 19:00 Mistakes investors make with options and structured products 24:00 AI spending, liquidity expansion, and similarities to 1999 31:00 Tail risks, China/Taiwan, private markets, inflation signals 38:00 Why 60/40 has worked recently – and why it may fail ahead 52:00 Inequality, cycles, crisis as a clearing mechanism 54:00 Building a portfolio for the next decade: diversification, tail hedging, box spreads, and non-correlated strategies 1:04:00 Closing thoughts and takeaway for investors

Show Notes: EMN | IAEM Conference 2025 Preview with Duane HagelgansEpisode Title:Inside IAEM 2025: Building the Future of Emergency ManagementHost: Dan Scott, CEMGuest: Duane Hagelgans, IAEM Conference ChairDuration: ~45 minutesSummary:In this special episode of The Emergency Management Network Podcast, host Dan Scott, CEM, sits down with Duane Hagelgans, the IAEM 2025 Conference Committee Chair, to discuss what attendees can expect from this year's event in Savannah, Georgia.They dive into the conference theme, the new structure of sessions and networking opportunities, and how IAEM continues to evolve to meet the needs of today's emergency management professionals. From leadership and professional development to innovative technologies and community resilience, this conversation looks behind the curtain at how the conference is designed to educate, connect, and inspire.Listeners will also hear insights into how IAEM is modernizing its events — from interactive learning formats to a new approach to the annual awards and banquet — all aimed at creating a more engaging, inclusive, and forward-thinking experience for the EM community.Key Topics Covered:* The vision and goals behind the IAEM Conference 2025* New features, themes, and structure for this year's program* Why Louisville, KY, was chosen as the host city, and what attendees can look forward to* IAEM's focus on professional development and certification (CEM/AEM)* How conference planning incorporates feedback from members and regions* The evolution of the IAEM community — from networking to mentorship* Duane's perspective on the future of emergency management and leadership in the fieldQuotable Moment:“This conference isn't just about presentations — it's about creating a space where ideas connect, collaboration thrives, and the profession continues to grow stronger.” — Duane HagelgansConnect:* Follow IAEM: https://www.iaem.org* Learn more about the IAEM 2025 Conference: https://www.iaem.org/ConferenceSubscribe to The Emergency Management Network on all podcast platforms This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

Heute ist großes Drachenfest. Esra hat mit ihrer Freundin Ida einen Drachen gebastelt. Er sieht aus wie ein Pfau. "Pfauen fliegen weder hoch noch weit", amüsiert sich Cem. Er und Nils haben einen Feuerdrachen am Start. "Der Höhere gewinnt", fordert Ida die beiden Jungs heraus. Pfauendrachen gegen Feuerdrachen. Die Wette gilt. (Von Sabine Westermaier mit Elif Esmen)

Friedrich Merz'ın "Stadtbild" çıkışı günlerdir Almanya gündeminde. Çoğunluğu burada doğup büyümüş insanların ülkenin başbakanı tarafından şehir görüntüsünü bozan bir sorun olarak tanımlanması tartışmalara yol açıyor. Yeşil politikacı Cem Özdemir Merz'e destek verirken, Rap sanatçısı Eko Fresch ünlü Keupstrasse'de çektiği bir video tepki gösterdi. Merz geri adım atıp, illegal burada kalanları kastettiğini söylese de mikrofonumuza konuşan pek çok Türkiye kökenli vatandaş kendini dışlanmış hissediyor. Göç uzmanı Caner Aver, Merz'ın tarihi sözünün toplumu parçaladığı görüşünde. Mikrofonda Gökçe Göksu ve Erkan Aslan var. Von Gökçe Göksu und Erkan Aslan.

Show Notes: Socrates in the EOCEpisode Summary:In this episode of The Emergency Management Network, hosts Todd DeVoe and Dan Scott explore Socrates's timeless philosophy and how his method of inquiry, humility, and pursuit of wisdom apply to today's emergency operations centers (EOCs). Through the Socratic lens, we examine leadership under pressure, decision-making amidst uncertainty, and the value of questioning assumptions in complex incident management.Socrates taught that wisdom begins with recognizing ignorance — a deeply rooted principle in emergency management, where the unknown is ever-present. In this episode, Todd discusses how the “Socratic Method” can be used as a leadership tool to build trust, strengthen collaboration, and uncover blind spots in EOC decision-making.From ancient Athens to modern-day crisis coordination, Socrates in the EOC challenges us to think critically, communicate honestly, and lead with humility.Host: Todd T. DeVoe, CEM and Dan Scott, CEMProduced by: EMN MediaDuration: ~30 minutesTopics Covered:* What Socrates can teach modern leaders about uncertainty and truth.* Applying the Socratic Method to EOC decision-making and briefings.* The importance of intellectual humility in leadership.* Why “I don't know” is a strength, not a weakness.* Encouraging curiosity and dissent as tools for better outcomes.* Lessons for building resilient teams that think, not just react.Quotable Moment:“Socrates wasn't afraid of being wrong — he was afraid of being unexamined. In the EOC, that mindset can mean the difference between rigidity and resilience.”If you enjoyed this episode, subscribe to The Emergency Management Network wherever you get your podcasts. Use # SocratesInTheEOC to share your thoughts on how philosophy can improve leadership in emergency management.Follow: Todd T DeVoe and Daniel Scott for future discussions on leadership, resilience, and crisis philosophy. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

A '60 second sample' from a podcast documentary about a hackathon, organised by Kingdom Code, in October 2019. Over a hundred Christian coders, designers and web developers gathered to work on projects for 'Christianity Explored Ministries'  (CEM) and 'Christians against Poverty' (CAP). One of the Kingdom Build hosts, Amy, explains what the 'Build' is all about: (The complete podcast is below) 'Expertly produced' (Hackathon coder) 'I think that it is great. Thank you so much for putting so much time into thinking it through and producing it. It captures a great snapshot of the weekend together.' (Hackathon organiser)

Neste episódio debruçamo-nos sobre a história do conflito entre Israel e a Palestina. Tentamos compreender as suas origens, como evoluiu ao longo do século XX, e como chegou à situação actual.Sugestões de leitura:1. Ilan Pappé - Israel VS Palestina. A mais breve história do conflito. Ideias de Ler, 20252. Rashid Khalidi - Palestina: uma biografia. Cem anos de guerra e resistência. Ideias de Ler, 2022.3. Pierre Blanc e Jean-Paul Chagnollaud - Atlas do Médio Oriente. Guerra e Paz, 2024.4. Documentário 'No Other Land', realização de Basel Adra, Hamdan Ballal, Yuval Abraham, e Rachel Szor, 2024.5. Resolução da International Association of Genocide Scholars sobre a situação em Gaza - https://genocidescholars.org/wp-content/uploads/2025/08/IAGS-Resolution-on-Gaza-FINAL.pdf-----Obrigado aos patronos do podcast:André Silva, Bruno Ricardo Neves Figueira, Cláudio Batista, Gustavo Fonseca, Isabel Yglesias de Oliveira, Joana Figueira, Manuel Prates, Miguel Vidal, NBisme, Oliver Doerfler;Alessandro Averchi, Alexandre Carvalho, Andre Oliveira, Carla Pinelas, Carlos Castro, Cláudia Conceição, Daniel Murta, David Fernandes, Domingos Ferreira, É Manel, Francisco, Hugo Picciochi, João Cancela, João Carreiro, João Pedro Tuna Moura Guedes, Jorge Filipe, Jose Carlos Bicudo, Luís André Agostinho, Patrícia Gomes, Pedro Almada, Pedro Alves, Pedro Ferreira, Rui Roque, Tiago Pereira, Vera Costa; Adriana Vazão, Ana Gonçalves, Ana Sofia Agostinho, André Abrantes, Andre de Oliveira, André Silva, António Farelo, António Silva , Bruno Luis, Carlos Afonso, Carlos Ribeiro, Carlos Ribeiro, Catarina Ferreira, Civiforum, Lda., Diogo Camoes, Diogo Freitas, Eugenia Capela, Fábio Videira Santos, Francisco Fernandes, Gn, Gonçalo Pedro, Hugo Palma, Hugo Vieira, Igor Silva, João Barbosa, João Canto, João Carlos Braga Simões, João Diamantino, João Félix, João Ferreira, Joao Godinho, João Pedro Mourão, Joel José Ginga, Johnniedee, José Beleza, José Santos, Luis Colaço, Miguel Brito, Miguel Gama, Miguel Gonçalves Tomé, Miguel Oliveira, Miguel Salgado, Nuno Carvalho, Nuno Esteves, Nuno Silva, Parte Cóccix, Paulo Silva, Pedro, Pedro Cardoso, Pedro Oliveira, Pedro Simões, Ricardo Pinho, Ricardo Santos, Rui Curado Silva, Rui Rodrigues, Simão, Simão Ribeiro, Sofia Silva, Thomas Ferreira, Tiago Matias, Tiago Sequeira, Tomás Matos Pires, Vitor Couto.-----Ouve e gosta do podcast?Se quiser apoiar o Falando de História, contribuindo para a sua manutenção, pode fazê-lo via Patreon: https://patreon.com/falandodehistoria-----Música: “Five Armies” e “Magic Escape Room” de Kevin MacLeod (incompetech.com); Licensed under Creative Commons: By Attribution 4.0 License, ⁠http://creativecommons.org/licenses/by/4.0⁠Edição de Marco António.

Cem Karsan joins Alan Dunne to chart a market running on more than just momentum. Beneath the surface: a structural liquidity engine, political incentives aligned with asset reflation, and a surge in non-correlated flows reshaping risk itself. As institutions scramble to catch up and volatility begins to rise with price, Cem draws on lessons from the late 90s to explain why the real story is not about valuation - but positioning. From AI's misunderstood impact to the growing role of options, gold, and crypto, this is a portrait of a regime defined not by fundamentals, but by reflex and constraint.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Alan on XEpisode TimeStamps: 00:23 - What has been on our radar recently?02:00 - Industry performance update03:07 - Are current valuations a sign of a bubble?12:13 - The importance of reflexivity18:59 - The move towards non correlation is upon us22:55 - What is driving up asset prices?26:34 - When will the supply/demand imbalance normalize?31:56 - Reaching an uncontrollable situation35:47 - What are markets showing us about options?39:38 - Precious metals is the place to be42:26 - Is AI actually the game changer that we all expect it to be?52:07 - Will better technology = better performance?56:03 - A timeline for possible

A podcast documentary about a hackathon, organised by Kingdom Code, in October 2019. Over a hundred Christian coders, designers and web developers gathered to work on projects for 'Christianity Explored Ministries'  (CEM) and 'Christians against Poverty' (CAP). https://kingdomcode.org.uk/ 'Expertly produced' (Hackathon coder) 'I think that it is great. Thank you so much for putting so much time into thinking it through and producing it. It captures a great snapshot of the weekend together.' (Hackathon organiser)

Canciones italianas de los años 60, 70 y 80, obra de Lucio Battisti o Paolo Conte, en el disco 'Italia' del trompetista alemán Till Brönner, como 'Estate', 'Amarsi un po', 'Via con me' -con la voz de Mario Biondi-, 'Parole parole' -con la de Chiara Civello- o 'Travolti da un insolito destino'. Del disco de Céline Rudolph, Henrique Gomide y João Luis Nogueira, 'Amoré', las canciones 'Lugar comum', 'Emoriô' y 'Preciso me encontrar' y, del disco 'Revolução' de Natalie Cressman y Ian Faquini, 'Cem mil réis', 'Contradança' y 'Tenho sede'. Cierra Mulatu Astake con 'Netsanet' de su nuevo disco 'Mulatu plays Mulatu'.Escuchar audio

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will throw at us this year?Or is the ride about to get rocky again?Let's hear straight from the man himself.#volatility #marketcorrection #wealthgap _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Triggerwarnung: Suizidversuch Vier Wochen lang war Cem im Urlaub in der Türkei, danach öffnet der 56-Jährige seine Änderungsschneiderei in Moers entgegen aller Erwartungen nicht mehr. Die Polizei ermittelt wochenlang und kommt schließlich nicht nur einem grauenvollen Verbrechen auf die Spur, sondern auch der Person, die dafür verantwortlich ist. Doch dann stellt sich heraus, dass die nur eine Marionette war – und im Verborgenen jemand anderes die tödlichen Fäden in der Hand hatte. Spitzt die Ohren, heute wird es mal wieder juristisch. Es geht um den Unterschied zwischen Täterschaft und Teilnahme. Wie entscheidend ist der Täterwille für die Frage nach der Schuld? Wie viel Verantwortung trägt jemand, der nicht selbst zur Waffe greift, aber die Strippen zieht? Und kann eine Person, die nicht einmal am Tatort war, als Täterin verurteilt werden? Als Experte steht uns Rechtsanwalt Benedikt Müller zur Seite. **Credit** Produzentinnen/ Hosts: Paulina Krasa, Laura Wohlers Redaktion: Paulina Krasa, Laura Wohlers, Magdalena Höcherl Schnitt: Pauline Korb Rechtliche Abnahme: Abel und Kollegen **Quellen (Auswahl)** openJur: LG Kleve: https://t1p.de/6k5sm openJur: LG Kleve: https://t1p.de/7i3ww openJur: https://t1p.de/cj1pf NZR: https://t1p.de/lutha RP: https://t1p.de/0w1v **Partner der Episode** Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/Mordlust Du möchtest Werbung in diesem Podcast schalten? Dann erfahre hier mehr über die Werbemöglichkeiten bei Seven.One Audio: https://www.seven.one/portfolio/sevenone-audio