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Cem Atik is the co-founder and CMO of Harucon Ventures, a firm that acquires minority and majority equity stakes in e-commerce and SaaS businesses doing between one and ten million in annual revenue. Rather than operating as an agency or consultancy, Cem and his team get in with capital, take operational control of marketing and finance, and work to make the businesses they partner with structurally profitable.Most e-commerce brands that come to Harucon Ventures have the same underlying problem: they are optimizing for the wrong things. Revenue looks healthy. ROAS looks acceptable. But unit economics are broken, overhead is bloated, and the margin structure makes scaling impossible.In this conversation, Cem walks through exactly how his team diagnoses and fixes that. From cutting ad spend by 1.7 million euros in a single month to replacing a fulfillment provider that was silently overcharging a brand shipping 25,000 packages a day, the fixes are rarely glamorous but consistently high-impact. The conversation also covers his four-engine growth framework: acquisition, retention, conversion, and profit-first optimization, and why founders who lead with ROAS are measuring the wrong thing entirely.Cem also breaks down channel mix strategy, including why Pinterest and Bing Ads are consistently underused, why TikTok affiliate is one of the highest-leverage growth levers available right now, and why the real money in e-commerce is almost always made in retention, not acquisition.Founders who are scaling but not compounding, or growing revenue while watching margins compress, will find this episode unusually direct and useful.Website: https://www.vimmi.net Email us: info@vimmi.net Podcast website: https://vimmi.net/commerce-untold/ Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/ YouTube: https://www.youtube.com/@VimmiVideoCommerce/featured Guest: Cem Atik, Co-Founder & CMO, Harucon Ventures Cem Atik's LinkedIn: https://www.linkedin.com/in/cem-atikHarucon-Ventures: https://harucon-ventures.com/Key Takeaways: • If a founder cannot state their customer acquisition cost in under 15 seconds, the business does not have a real financial foundation yet. • ROAS tells you how much revenue you generated per dollar spent. It tells you nothing about whether that dollar was profitable. Optimizing for profit on ad spend (POAS) gives you actual control. • Gross margin under 65% makes scaling structurally difficult in the US and UK markets. The margin problem cannot be fixed with better ads. • Agencies are typically three times cheaper than hiring in-house at early stages. Outsource acquisition first, learn from the partner, then bring it in-house once systems are proven. • TikTok affiliate is one of the most capital-efficient acquisition channels available: commission-based, creator-generated content, and scalable without a large internal team. • Pinterest is consistently overlooked despite an audience skewing 25 to 45 years old with average household incomes above $100K, and ROAS between four and six even at modest spend levels.Chapters:[00:00] Introduction: Cem Atik and the Harucon Ventures Model[01:27] The Founders Harucon Typically Partners With[03:45] The Post-Acquisition Audit: First 72 Hours[07:45] Cutting 1.7M Euros in Ad Spend: A Case Study[09:16] Why Gross Margin Under 65% Makes Scaling Nearly Impossible[13:51] The KPIs That Actually Matter: CAC, CLV, MER, EBITDA[18:35] The Four Engines: Acquisition, Retention, Conversion, Profit[24:00] Why ROAS Misleads and POAS Gives Real Control[25:41] Channel Mix: TikTok, Pinterest, Bing, and What Gets Overlooked
Wieder massive Bauverzögerung bei S21 - diesmal durch falsche Kabel. Der baden-württembergische Ministerpräsident Cem Özdemir sagte , er möchte nicht, dass S21 zur Lachnummer wird - zu spät:
Angela Merkel, Christian Wulff, Cem Özdemir – sie alle wurden schon mit dem Preis des Zentralrats der Juden geehrt. Die Auszeichnung des Kabarettisten Dieter Nuhr sorgt nun aber für Diskussionen. „Wirklich nachvollziehen kann ich das nicht“ sagt auch der Antisemitismus-Experte Tom Uhlig in SWR Kultur.
Why do so many ecommerce brands struggle with their ROAS? Neil Twa and Cem Atik dive into the top three mistakes that can tank your return on ad spend and the key metrics you need to track. Cem, founder of Harucon Ventures, shares his insights from scaling brands to eight figures and flipping them like real estate. They discuss why channel diversity is crucial and how a single platform dependency can cripple your business. Cem reveals his strategy for identifying distressed assets and turning them into profitable ventures. Whether you're just starting out or managing a $10M+ brand, this episode offers actionable insights on improving your ROAS and building a sustainable ecommerce business. Ready to audit your AI readiness? Take the free 5-question assessment: voltagedm.com/aiquiz?utm_source=rss&utm_medium=show_notes&utm_campaign=ep289
Episode DescriptionWhat happens when a single industrial chemical tank threatens an entire community?In this episode of the Emergency Management Network Podcast, Todd DeVoe and Andrew Boyarsky examine the Garden Grove hazardous materials incident that led to the evacuation of approximately 50,000 residents and businesses. What began as a concern over an overheating tank containing methyl methacrylate (MMA) quickly escalated into one of Southern California's most significant precautionary evacuations in recent memory.Todd and Andrew break down the incident from an emergency management perspective, discussing the decision-making process behind large-scale evacuations, the challenges of public messaging during uncertain situations, and the realities of managing low-probability, high-consequence events. They also explore what this event reveals about industrial hazards in urban environments and how emergency managers can better prepare their communities for complex technological disasters.This conversation is not about assigning blame. It is about understanding risk, learning from real-world events, and strengthening preparedness before the next incident occurs.In This EpisodeUnderstanding the Incident* What happened in Garden Grove?* The role of methyl methacrylate (MMA) and why it created concern.* How emergency officials assessed the threat.* Why was a precautionary evacuation ordered?The Emergency Management Perspective* Decision-making under uncertainty.* Balancing public safety against disruption.* The importance of situational awareness and intelligence gathering.* Working with fire, law enforcement, public health, and industry partners.Evacuating 50,000 People* Challenges of moving large populations quickly.* Traffic management and public compliance.* Protecting vulnerable populations and special needs residents.* Shelter and mass care considerations.Public Information and Risk Communication* Communicating complex hazards to the public.* Managing rumors and misinformation.* Building trust during rapidly evolving incidents.* The role of social media and traditional media.Lessons for Emergency Managers* Planning for industrial and hazardous materials incidents.* Reviewing evacuation zones and protective action strategies.* Strengthening public-private partnerships.* Incorporating technological hazards into emergency operations plans.* Training for events that are unlikely but potentially catastrophic.Looking Ahead* What communities can learn from Garden Grove.* Emerging risks associated with industrial facilities in urban areas.* Building resilience through planning, exercises, and partnerships.* Why preparedness remains a community-wide responsibility.Key Takeaways* Rare events still require planning.* Protective actions must be based on available information, not perfect information.* Effective risk communication can be as important as operational response.* Strong relationships between emergency managers, fire agencies, law enforcement, and private industry are essential.* The Garden Grove incident serves as a reminder that technological disasters can have community-wide consequences.About the HostsTodd DeVoe, CEM, is the Editor-in-Chief of The Emergency Management Network, Emergency Management Coordinator for the City of Inglewood, educator, author, and IAEM-USA leader.Andrew Boyarsky is a veteran emergency management professional and co-host of the EMN Podcast, bringing practical insight and operational experience to discussions on disaster preparedness, response, recovery, and resilience.Tags#EmergencyManagement #HazMat #GardenGrove #PublicSafety #EmergencyPreparedness #RiskCommunication #DisasterManagement #CommunityResilience #HazardousMaterials #EMNPodcast #ToddDeVoe #AndrewBoyarsky #EvacuationPlanning #CrisisLeadership #WholeCommunityApproach 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
Today's guest sees the U.S. financial markets entering the final stage of a multi-decade topping process and the early innings of a 15–20-year regime shift driven by demographics, populism, deglobalization, and rising structural inflation.He believes we are on the cusp of a “lost decade-plus” in nominal equity returns and meaningful real losses if investors keep using the old 40-year “buy-the-dip, stay long growth” playbook.How can we position ourselves to sidestep the worst of that, and perhaps even prosper in the years ahead?Well, let's ask the man himself.We're very fortunate to welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Cem thinks a perfect storm of troubles is brewing as the national pendulum swings away from supply-side economics and into populism.Follow Cem at https://www.kaivolatility.com/ or at https://kaiwealth.com/Or on X at @jam_croissantWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #populism #bearmarket _____________________________________________ 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.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT 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 © 2026 Thoughtful Money LLC. All rights reserved.
No centenário da morte de Claude Monet, a França transforma Giverny, famoso vilarejo da Normandia que abrigou o pintor, em palco de revisões críticas sobre o nascimento do impressionismo. A exposição Antes das Ninféias: Monet descobre Giverny (1883–1890) desloca o foco das telas consagradas para o risco e as escolhas de um artista que rompeu com o academicismo. A mostra revela como paisagem, luz e técnica redefiniram a pintura moderna, num gesto que ainda hoje molda nosso modo de ver a arte. Há um século, morria Claude Monet, o mais famoso dos impressionistas. O pintor é homenageado em 2026 com várias exposições e eventos comemorativos que se multiplicam na França – em Paris, Le Havre e Giverny – , e também em outros países. Autor das mundialmente célebres Ninféias (série de pinturas de vitórias-régias e jardins aquáticos), ele sucumbiu em 5 de dezembro de 1926 a um câncer de pulmão. Monet fumava muito e era conhecido por manter hábitos alimentares bastante particulares – costumava comer andouillette no café da manhã, um tipo de embutido tradicional francês feito com tripas de porco ou de boi, acompanhado de uma taça de vinho branco. Ele morreu, aos 86 anos, em seu ateliê-jardim em Giverny, cercado por suas últimas telas e pelas flores que tanto amava. “Ele cai literalmente entre suas obras e o jardim, que era ao mesmo tempo espaço de vida e de trabalho”, observa Marie Delbarre, assistente de pesquisa do Museu dos Impressionismos de Giverny e co-curadora da mostra. Para ela, o dado biográfico não é anedótico, mas ajuda a entender a "fusão radical entre arte e natureza" que define Monet. Delbarre lembra que o pintor convivia com excessos e possuía uma notória instabilidade emocional. “Era alguém extremamente determinado, mas atravessado por momentos reais de desespero”, afirma, citando cartas em que Monet relata humilhações financeiras e até uma tentativa confusa de suicídio – por afogamento, sendo que ele era exímio nadador. Longe do gênio sereno das reproduções de calendário, emerge em Giverny um artista tenso, obsessivo e muito exigente consigo mesmo. Temperamento explosivo Esse temperamento explosivo também deixava marcas físicas. “Quando não estava satisfeito, ele destruía telas a golpes de bota ou queimava pinturas no jardim”, conta Delbarre. A fúria não era teatral, mas fazia parte de um método em que nada podia sobreviver sem atender ao rigor absoluto da luz certa. Para Marie Delbarre, há um consenso fundamental quando se observa a obra de Claude Monet: mais do que buscar uma reprodução fiel da realidade, o pintor se empenhou em apreender os efeitos da luz natural. “Essa foi a grande paixão de Monet, à qual ele dedicou toda a vida”, afirma. Definir o impressionismo, no entanto, é tarefa menos simples. Segundo ela, trata‑se de um movimento que não nasceu de um manifesto artístico, como ocorreu com o futurismo. "O grupo reunia personalidades artísticas muito distintas, o que torna difícil formular uma definição única e rigorosa que dê conta, ao mesmo tempo, de Monet e de seus pares", afirma. O que foi, afinal, o impressionismo Definir o impressionismo nunca foi, de fato, simples. “Não é um movimento teorizado pelos artistas”, explica Delbarre. O termo nasce do olhar crítico – muitas vezes hostil – de jornalistas e comentaristas da época, a partir do quadro Impression, soleil levant (1872), onde Monet representa o porto de Le Havre, cidade francesa onde o artista passou a infância. Mais do que um programa, havia afinidades e tensões entre personalidades muito diferentes. Monet, Renoir, Degas e Caillebotte nem sempre pintavam a mesma coisa. “Com Monet, o paisagem é central; com Renoir, as figuras humanas ocupam outro lugar”, diz a curadora. O ponto comum estava na recusa ao modelo acadêmico e na aposta na experiência direta do mundo visível, sem idealizações históricas ou mitológicas. Vale lembrar que até meados do século XIX, a grande pintura europeia exaltava cenas bíblicas, heróis antigos e narrativas literárias. O impressionismo rompe esse pacto. “Eles pintam o lazer moderno, o trem a vapor, a cidade, o campo visto como campo”, sintetiza Delbarre. A luz como problema central Se há um eixo incontornável no impressionismo, trata-se da luz. “Captar os efeitos da luz natural foi a grande paixão de Monet, à qual ele dedicou a vida inteira”, afirma a pesquisadora. Isso explica tanto as séries – como catedrais, fardos de feno ou, depois, as Ninféias – quanto a obsessão por pintar sob condições específicas, às vezes impraticáveis. As cores chocavam. “Eram mais puras, mais vivas, com uma pincelada visível que antes ficava restrita ao esboço”, explica Delbarre. Aos olhos dos contemporâneos, parecia descuido ou afronta. “O público recebia aquilo como um balde de tinta no rosto”, diz, sem exagero. Vista hoje em museus, a pintura impressionista ainda se impõe. “Quando colocada ao lado de uma obra acadêmica, parece irradiar luz da parede”, observa a curadora. O efeito não era acidental, mas fruto de uma escolha técnica e estética coerente. Fora do Salão de Arte, contra o sistema Ser recusado pelo Salão oficial de Paris significava quase desaparecer. “Era praticamente o único meio de se tornar conhecido por público e colecionadores”, lembra Delbarre, ao se referir à principal exposição artística organizada pela Academia francesa desde 1667, que ditava o gosto oficial e consagrava carreiras entre os séculos XVIII e XIX. Monet e seus amigos sabiam o risco que corriam ao desafiar o júri, dominado por professores ligados ao neoclassicismo. A pintura ao ar livre era vista como heresia. “Uma inconsistência total”, resume ela. Herdada em parte da Escola de Barbizon, pioneira na prática de pintar ao ar livre, valorizando paisagens comuns, campos, florestas e a vida rural, essa prática ganhava com Monet e seus pares um grau de radicalidade inédita, tanto pelo tema quanto pela execução. Um detalhe técnico foi decisivo: o tubo de tinta industrial. “Antes, pintar a óleo fora do ateliê era quase impossível”, explica Delbarre. Com o novo suporte portátil, a pintura pôde finalmente acompanhar o tempo, o vento e a mudança da luz – fatores centrais para a revolução impressionista. De Giverny ao mundo A exposição mostra justamente o momento em que esse caminho se consolida. Ao se instalar no pequeno vilarejo da Normandia, Monet encontra um laboratório a céu aberto. “É ali que ele começa a organizar a vida em função da pintura”, afirma Delbarre. Para além do encanto turístico, Giverny foi um campo de batalha estética. As escolhas feitas ali – de motivo, técnica e método – moldaram não apenas a obra tardia de Monet, mas a própria noção de pintura moderna. Cem anos depois, revisitar esse processo ajuda a separar o clichê do risco original que ainda sustenta o impressionismo. A mostra Antes das Ninféias: Monet descobre Giverny (1883–1890) fica em cartaz em Giverny até o dia 5 de julho de 2026.
Hari Krishnan joins Niels and Cem for a deep exploration of what happens when markets become dominated by flows rather than fundamentals. Drawing on his new paper with Mike Green and Stefan Sturm, Hari explains why rising passive ownership may weaken price discovery, amplify concentration in mega-cap stocks and create conditions for reflexive instability. The conversation expands far beyond indexing, touching on volatility targeting, leverage, dispersion, inflation, government intervention and the growing dependence of the global economy on rising asset prices. Along the way, Cem and Hari debate whether policymakers can continue stabilizing an increasingly fragile system, what could trigger a structural break, and how investors should think about positioning in a world where flows may matter more than fundamentals.-----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 Hari on LinkedIn.Episode TimeStamps: 00:00 - Hari warns about a fragile financial system dependent on a handful of decision-makers01:06 - Niels introduces Hari's new paper with Mike Green and Stefan Sturm03:00 - Why passive investing may weaken the link between fundamentals and prices08:40 - The key assumptions behind the model12:49 - How passive adoption accelerated structural market changes15:11 - Cem explains why markets may now drive the economy rather than reflect it23:38 - Can policymakers control a complex financial system?27:03 - How passive flows amplify mega-cap concentration31:22 - The changing role of dispersion, volatility and positioning41:04 - What the model suggests about instability at high passive ownership levels46:21 - Why 2022 may have been a warning sign51:55 - Inflation, government intervention and the limits of market control55:33 - What could trigger a systemic break?01:07:28 - Political and demographic pressures beneath the system01:10:43 - Hari's portfolio implications: stay long, hedge smartly and own inflation sensitivityCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
Seit einer Woche ist Cem Özdemir Ministerpräsident von Baden-Württemberg, und heute hat er die ersten Pflöcke eingerammt, mit seiner Regierungserklärung. In Rheinland-Pfalz müssen wir noch etwas darauf warten, da will Gordon Schnieder im Juni den Aufschlag machen, aber für Baden-Württemberg gibt es nun schon zumindest ne Ahnung, wo es hingehen soll.
Klimakatastrophe abgesagt? Der Weltklimarat zieht seine Warnungen für die Zukunft teilweise zurück. Vor allem die massiven Bedrohungsszenarien, die die Welt im Chaos voraussahen, seien nicht mehr haltbar. Doch auf diesen Prognosen fußte die Gerichtsentscheidung des Bundesverfassungsgerichts, die die Politik zu mehr sogenanntem Klimaschutz zwingt. Und die Politik lässt sich gerne zwingen: In Baden-Württemberg macht die CDU das Spiel von Cem Özdemir (Grüne) gerne mit, um so an die fetten Dienstwagen zu kommen, die Ministern bereitgestellt werden. Wenn Ihnen unser Video gefallen hat: Unterstützen Sie diese Form des Journalismus: https://www.tichyseinblick.de/unterstuetzen-sie-uns
Die Themen: Grüne fordern mehr Gleichberechtigung auf dem Klo; Schwarz-Rot will Reformpaket noch vor der Sommerpause; Heizungsgesetz gekippt: Gas und Öl wieder erlaubt; Cem Özdemir zum Ministerpräsidenten Baden-Württembergs gewählt; Jordan Bardella rechnet mit der AfD ab; Denkt Nagelsmann bei Neuer doch noch um?; Vertreter der Taliban in Deutschland suchen Praktikanten und Liebesspiel im Flugzeug – Paar nach Landung festgenommen Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/ApokalypseundFilterkaffee 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
Bundeskabinett beschließt neue Regeln zum Heizen, Koalition will Reformpaket vor Sommerpause verabschieden, Kabinett beschließt härtere Strafen beim Einsatz von K.O.-Tropfen, Nordrhein-Westfalen geht gegen Sozialmissbrauch vor, US-Präsident Trump zu Besuch in China, EU-Kommission will internationale Zugreisen vereinfachen, Cem Özdemir zum neuen Regierungs-Chef von Baden-Württemberg gewählt, Milka-Tafel jetzt offiziell eine Mogelpackung, Musiker wehren sich gegen Ticket-Wucher, Das Wetter
Der Bundesrat ist der Ansicht, dass ein achtzigjähriger Langzeitbetrieb der Kernkraftwerke Gösgen und Leibstadt technisch möglich und in den allermeisten Fällen auch wirtschaftlich wäre. Eine finanzielle Förderung des Langzeitbetriebs hält der Bundesrat nicht für notwendig. Alle Themen: (00:00) Intro und Schlagzeilen (01:30) 80-jährige Betriebszeit für Schweizer AKW? (05:35) Nachrichtenübersich (10:19) Treffen von Trump und Xi in Peking: das ist zu erwarten (18:36) Schweiz weist gegenüber den USA ein Handelsdefizit aus (22:48) Schluss mit dem Alleingang beim Zugticketverkauf in der EU (26:05) Wer könnte den Platz des britischen Premier Starmer einnehmen? (33:40) Cem Özdemir ist neuer Ministerpräsident von Baden-Württemberg (39:03) No time to lose: eine Ausstellung über das Nidwaldner Nachtleben
Bundeskabinett beschließt neue Regeln zum Heizen, Koalition will Reformpaket vor Sommerpause verabschieden, Kabinett beschließt härtere Strafen beim Einsatz von K.O.-Tropfen, Nordrhein-Westfalen geht gegen Sozialmissbrauch vor, US-Präsident Trump zu Besuch in China, EU-Kommission will internationale Zugreisen vereinfachen, Cem Özdemir zum neuen Regierungs-Chef von Baden-Württemberg gewählt, Milka-Tafel jetzt offiziell eine Mogelpackung, Musiker wehren sich gegen Ticket-Wucher, Das Wetter
Kabinett beschließt Gebäudemodernisierungsgesetz, Cem Özdemir ist neuer Ministerpräsident in Baden-Württemberg, Trump in China: Die Mission des US-Präsidenten, Weitere Nachrichten im Überblick, Auf der Schiene durch Europa: EU-Kommission will internationale Bahnfahrten vereinfachen, Horsbüll: Retterin des Schleswiger Kaltbluts, Die Wetteraussichten Hinweis: Die Sendung wurde nachträglich bearbeitet. In den tagesthemen vom 13.05.2026 sprach unsere USA-Korrespondentin Gudrun Engel in der Live-Sendung irrtümlich davon, dass es im Interesse Chinas sei, dass Taiwan „irgendwann wieder an China angeschlossen“ werde. Wir haben dies korrigiert.
Kabinett beschließt Gebäudemodernisierungsgesetz, Cem Özdemir ist neuer Ministerpräsident in Baden-Württemberg, Trump in China: Die Mission des US-Präsidenten, Weitere Nachrichten im Überblick, Auf der Schiene durch Europa: EU-Kommission will internationale Bahnfahrten vereinfachen, Horsbüll: Retterin des Schleswiger Kaltbluts, Die Wetteraussichten Hinweis: Die Sendung wurde nachträglich bearbeitet. In den tagesthemen vom 13.05.2026 sprach unsere USA-Korrespondentin Gudrun Engel in der Live-Sendung irrtümlich davon, dass es im Interesse Chinas sei, dass Taiwan „irgendwann wieder an China angeschlossen“ werde. Wir haben dies korrigiert.
US-Präsident Donald Trump wird in Peking erwartet. König Charles stellt mitten in der Regierungskrise in London das geplante Regierungsprogramm vor. Cem Özdemir soll zum Ministerpräsidenten gewählt werden.
Almanya'ya misafir işçi olarak gelen bir ailenin çocuğu artık başbakan. Baden-Württemberg eyaletinin yönetimi artık Türk kökenli Cem Özdemir'e ait. Çiçeği burnunda başbakan COSMO Türkçe dinleyicilerine özel bir mesaj gönderdi. Özdemir'in geldiği noktanın Alman siyaseti için ne anlama geldiğini göç ve siyaset uzmanı Caner Aver ile konuştuk. Aver, bu başarının Türk toplumuna bakışı değiştirebileceğini ve göçmen kökenli insanlara örnek olabileceğini söylüyor. Ekibimizden Serap Doğan, eyalet meclisinde seçim sırasında neler yaşandığını ve AfD'den gelen itirazları anlattı. Mikrofonda Eren Mahir Gençer var. Von Eren Mahir Gençer und Serap Doğan.
US-Präsident Donald Trump wird in Peking erwartet. König Charles stellt mitten in der Regierungskrise in London das geplante Regierungsprogramm vor. Cem Özdemir soll zum Ministerpräsidenten gewählt werden.
Kabinett beschließt Gebäudemodernisierungsgesetz, Cem Özdemir ist neuer Ministerpräsident in Baden-Württemberg, Trump in China: Die Mission des US-Präsidenten, Weitere Nachrichten im Überblick, Auf der Schiene durch Europa: EU-Kommission will internationale Bahnfahrten vereinfachen, Horsbüll: Retterin des Schleswiger Kaltbluts, Die Wetteraussichten Hinweis: Die Sendung wurde nachträglich bearbeitet. In den tagesthemen vom 13.05.2026 sprach unsere USA-Korrespondentin Gudrun Engel in der Live-Sendung irrtümlich davon, dass es im Interesse Chinas sei, dass Taiwan „irgendwann wieder an China angeschlossen“ werde. Wir haben dies korrigiert.
Heizungen: Öl und Gas wieder erlaubt, K.o.-Tropfen: Härtere Strafen, Cem Özdemir: Neuer Ministerpräsident von dem Bundesland Baden-Württemberg, US-Präsident: Trump besucht China, Cannes: Internationale Filmfestspiele sind eröffnet, Das Wetter
Cem Özdemir ist zum Ministerpräsidenten von Baden-Württemberg gewählt worden. Ein Länder-Chef mit Migrationsgeschichte – in Deutschland gab es das noch nie. Es ist ein Novum in der Geschichte der Bundesrepublik: ein Ministerpräsident mit türkischer Migrationsgeschichte. Der Grünen-Politiker Özdemir ist im Landtag von Baden-Württemberg in dieses Amt gewählt worden. Die Autorin Düzen Tekkal war ebenfalls im Landtag. Sie spricht von einem "Gänsehaut-Moment". Denn auch wenn in Deutschland viele Menschen eine Zuwanderungsgeschichte hätten, sei ein Ministerpräsident mit türkischen Wurzeln nicht selbstverständlich. Gerade auch für Menschen mit Einwanderungsgeschichte bedeute das viel. "Wenn er es schaffen kann – mit diesem Vornamen – dann kann ich es auch schaffen. Ich glaube, das zeigt die Symbolkraft." Düzen Tekkal, Autorin Tekkal spricht von "einem Land der Chancen" – gerade in Zeiten, in denen rechtsextreme Stimmen Menschen mit Zuwanderungsgeschichte einreden wollten, dass sie nicht dazugehörten. Es gehe nicht um Herkunft oder Religion, sondern darum, wo man hinwolle. Das sei etwas, wofür Özdemir einstehe, so Tekkal. Dennoch sieht die Autorin auch das Problem der "gläsernen Decke" für Menschen mit Zuwanderungsgeschichte. Selbstverständlich spielten Herkunft und Religion immer noch eine große Rolle, sagt Tekkal. Genau deshalb könne die Ernennung von Özdemir einen Unterschied machen. Aber natürlich gab und gibt es auch Kritik an Özdemir. So wurden zum Beispiel im Wahlkampf Stimmen laut, dass er sich zu sehr von Migrantinnen und Migranten abgrenze oder mit Stereotypen arbeite. Wie Düzen Tekkal auf diese inner-migrantische Kritik reagiert und wie sie zu Özdemir als Beispiel für Integration steht, darum geht es im Gespräch mit SWR Aktuell-Moderatorin Marie Gediehn.
Bundeskabinett beschließt neue Regeln zum Heizen, Koalition will Reformpaket vor Sommerpause verabschieden, Kabinett beschließt härtere Strafen beim Einsatz von K.O.-Tropfen, Nordrhein-Westfalen geht gegen Sozialmissbrauch vor, US-Präsident Trump zu Besuch in China, EU-Kommission will internationale Zugreisen vereinfachen, Cem Özdemir zum neuen Regierungs-Chef von Baden-Württemberg gewählt, Milka-Tafel jetzt offiziell eine Mogelpackung, Musiker wehren sich gegen Ticket-Wucher, Das Wetter
Mit einer starken Aufholjagd hat Cem Özdemir der CDU den Wahlsieg in Baden-Württemberg weggeschnappt. Sachsens Grüne suchen eine ähnliche Persönlichkeit. Dazu Landtagsfraktionschefin Franziska Schubert.
Heizungen: Öl und Gas wieder erlaubt, K.o.-Tropfen: Härtere Strafen, Cem Özdemir: Neuer Ministerpräsident von dem Bundesland Baden-Württemberg, US-Präsident: Trump besucht China, Cannes: Internationale Filmfestspiele sind eröffnet, Das Wetter
Bürger glauben Merz nichts mehr: AfD vorn, Union am Boden, SPD im Keller +++ Schwarz-Rot stürzt ab: INSA sieht AfD fünf Punkte vor der Union +++ Baden-Württemberg bleibt grün: CDU macht Cem Özdemir zum Ministerpräsidenten +++ AfD gewinnt erstmals hauptamtlichen Bürgermeister in Brandenburg +++ „Berlin autofrei“ scheitert: Hauptstadt will doch nicht komplett umerzogen werden +++ Cyberkrieg gegen Deutschland: 100 DDoS-Attacken pro Tag +++ Politisches Beben bei Kommunalwahlen in England: Farage gewinnt, Starmer wankt und schützt Moscheen +++ Wenn die Energiewende brennt: Feuerwehr kämpft bei Großbrand mit PV-Anlage +++ Erstes Freibad zieht Konsequenzen: Wenn Kinder nicht mehr sicher schwimmen können +++ TE Energiewendewetter: Mittags Strommüll, abends teurer Import: Der deutsche Energiewende-Alltag +++ Wenn Ihnen unser Video gefallen hat: Unterstützen Sie diese Form des Journalismus: https://www.tichyseinblick.de/unterstuetzen-sie-uns
Sosyal psikolog Prof. Dr. Cem Şafak Çukur ile Türkiye'de toplumsal değişimi, aile tartışmalarını, yalnızlığı, kutuplaşmayı ve siyasetin ürettiği duyguları konuştuk. Sağ siyasetin korku, muhalefetin ise öfke ürettiğini söyleyen Çukur; toplumsal güven kaybından sosyal medyadaki linç kültürüne kadar birçok başlığı değerlendirdi. Gülseven Özkan söyleşisi
Autoland weiter auf Kurs: Grün bleibt Grün und die CDU hebt brav die Hand Baden-Württemberg war einmal das Autoland der Republik, das Land von Mercedes, Porsche, Bosch, Mahle und Tausenden Zulieferern. Jetzt bleibt es weiter grün, und die CDU hebt dazu die Hand. Am kommenden Mittwoch soll Cem Özdemir zum zweiten grünen Ministerpräsidenten des Landes gewählt werden. Am Samstag verabschiedeten jeweils CDU und Grüne den neuen Koalitionsvertrag. Die CDU hatte im Wahlkampf von Bürokratieabbau, Wirtschaftskraft und Kurskorrektur gesprochen. Nun stimmt sie einem Vertrag zu, der Klimaneutralität 2040, mehr Windräder und mehr politische Verpackung liefert. Der TE Wecker würdigt ihn und das, was der altgrüne Winfried Kretschmann an Scherbenhaufen hinterlassen hat. Wenn Ihnen unser Video gefallen hat: Unterstützen Sie diese Form des Journalismus: https://www.tichyseinblick.de/unterstuetzen-sie-uns
Cem Özdemir von den Grünen und Manuel Hagel von der CDU haben in Baden-Württemberg den grün-schwarzen Koalitionsvertrag vorgestellt – mit einem klaren Schwerpunkt auf Wirtschaftspolitik. Wirtschaftswachstum gilt als Voraussetzung für Sozialstaat und Wohlstand. Doch über den Weg dorthin wird in Berlin zwischen Schwarz-Rot gestritten. In Baden-Württemberg wollen Grüne und CDU nun zeigen, dass es auch anders geht: keine Show und keine Inszenierung auf Kosten anderer, meint Manuel Hagel. Cem Özdemir spricht von einer Partnerschaft auf Augenhöhe. Warum es dabei um weit mehr geht als um Landespolitik, welche Fantasien die Özdemir-Regierung in der Bundes-CDU wecken könnte – und welche Realitäten sie für die Grünen im Bund bereithält – darüber sprechen Dagmar Rosenfeld und Robin Alexander in dieser Folge von Machtwechsel. –––– Sie möchten mehr über unsere Werbepartner erfahren? Hier finden Sie alle Infos & Rabatte: https://linktr.ee/Machtwechsel Sie möchten Werbung in diesem Podcast schalten? Dann erfahren Sie hier mehr über die Werbemöglichkeiten bei Seven.One Audio: https://www.seven.one/portfolio/sevenone-audio Sie möchten “Machtwechsel” komplett werbefrei hören und mitdiskutieren? Dann kommen Sie zu uns in die Machtwechsel-Community auf CampfireFM und werden hier Unterstützer des Podcasts! In der Podcast-Community-App vertiefen wir Themen aus den Episoden, diskutieren aktuelle Entwicklungen und kommen mit Ihnen ins Gespräch: https://www.joincampfire.fm/api/download-app „Letzte Chance – Der neue Kanzler und der Kampf um die Demokratie“ von Robin Alexander ist im Siedler Verlag erschienen und hier erhältlich: https://www.penguin.de/buecher/robin-alexander-letzte-chance/buch/9783827502001. Machtwechsel ist eine Produktion von Dagmar Rosenfeld und Robin Alexander, in Zusammenarbeit mit Studio Bummens.
Na madrugada do dia 28 de Janeiro, a tempestade Kristin entrou com toda a força na zona Centro do país e provocou estragos avultados. Demorou a descobrir a dimensão da tragédia, porque durante vários dias uma parte significativa daquele território ficou sem electricidade e sem comunicações. Cem dias depois, a maioria dos apoios prometidos em cima da tragédia continua sem chegar. O Expresso não esquece e leva parte da redação até Leiria para mostrar tudo o que falta fazer. Neste episódio, conversamos com o diretor João Vieira Pereira.See omnystudio.com/listener for privacy information.
Kitap kulübümüzün 64'üncü buluşmasında Gianrico Carofiglio'nun Sabahın Üçü adlı romanını konuştuk. Bu buluşmamızda kitabın çevirmeni Eren Cendey de bizi onurlandırdı; hem söyleşimizi zenginleştirdi hem de İtalyan edebiyatının, çevirmenliğin perde arkasını bizimle paylaştı.1961 Bari doğumlu Carofiglio, uzun yıllar organize suça karşı savcılık yapmış, sonra İtalyan Senatosu'nda görev almış bir isim. İtalya'nın en çok okunan yazarlarından biri olarak tanınıyor. Sabahın Üçü, adını Scott Fitzgerald'ın bir cümlesinden alıyor: "Ruhun gerçekten karanlıklar içine düştüğü gecede saat daima sabahın üçüdür." Romanın merkezinde, anne babası küçük yaşta ayrılmış ve babasıyla mesafeli bir ilişkisi olan genç Antonio var. Epilepsi tanısı konan Antonio, kesin teşhis için Marsilya'da uzman bir doktora gider; tedavinin son aşamasında babasıyla birlikte kırk sekiz saat boyunca uyumadan kalması gerekir. 80'lerin Marsilya sokaklarında geçen bu uykusuz iki gün, baba ile oğulun müzik, matematik, caz, aşk ve hayat üzerine sohbet ederek aslında birbirlerini ilk kez tanıdıkları bir yolculuğa dönüşür.Kitabın hacmiyle ters orantılı bir derinlik taşıdığı konusunda hemfikirdik. Büyük bir anlatısı yok ama içe işleyen, kişisel bir yere dokunan bir tadı var. Birçok arkadaşım kitabı bir solukta okuduğunu söyledi; çevirinin akıcılığının buna büyük katkısı olduğu özellikle vurgulandı. Eren Hanım'a teşekkürlerimizi sıkça yineledik.Baba-oğul ilişkisi kitabın ana ekseniydi. Ergenlik, boşanmış ailelerin çocukları üzerindeki etkisi, anne filtresinden babaya bakmak zorunda kalmanın yarattığı mesafe ve özellikle bizim kuşağımızın babalarındaki o sevgisini gösterememe hâli üzerine konuştuk.Eren Hanım'la sohbetimiz İtalyan edebiyatının genel dokusuna, yazarların aile ve aşk temalarına yatkınlığına, çevirmenliğin görünmez emeğine ve yayın dünyasının işleyişine uzandı.Her zaman farklı kitap önerileri de konuşuruz, bu kez daha fazla sayıda kitaptan bahsettik, aramızda bir çevirmen olunca. Elena Ferrante'nin dörtlemesi Napoli Romanları ve Yetişkinlerin Yalan Hayatı'nı ve Domenico Starnone'nin Bağlar'ını listeme yazdım. Linklerini bölüm notlarında bulabilirsiniz.Bu bölümde görüşlerine yer verebildiğim arkadaşlarım sırasıyla; (02:46) Ömer Tural, (05:25) Suat Soy - Eren Cendey, (09:20) Müge Önen, (11:18) Cem Çağatay Karaali, (13:54) Elif Ceylan, (17:39) Bengü İlhan, (19:20) Eren Cendey, (19:52) Mürsel Çavuş, (22:50) Eren Cendey, (23:32) Alim Küçükpehlivan, (25:06) Eren CendeyTavsiye kitaplar:Sabahın Üçü - Gianrico Carofigliohttps://amzn.to/3R27BBdNapoli Romanları - Elena Ferrantehttps://amzn.to/4tOnxpvYetişkinlerin Yalan Hayatı - Elena Ferrantehttps://amzn.to/4wda9NkBağlar - Domenico Starnonehttps://amzn.to/4ta9qcMSupport the show
No dia 1 de Maio de 1926, Emílio e Matilde resolveram abrir uma pequena taberna com um balcão e um chão de terra batida. Cem anos depois, a taberna é um dos restaurantes mais famosos de Lisboa e o sítio onde Eusébio almoçava todos os dias. Conheça as melhores histórias da Adega da Tia Matilde.
Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem argues that recent market strength is not just a reaction to better news, but part of a broader effort to manage risk, support collateral values and prepare for deeper geopolitical stress. From rising military spending and the Strait of Hormuz to treasury demand, QIS growth, AI and the next inflation wave, this conversation is about what happens when markets stop being passive observers and become tools in a larger strategic contest.-----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: 00:00:01 - Introduction to Top Traders Unplugged00:00:35 - Niels and Cem reconnect and set the stage00:01:51 - Truth, narratives and the blurring of reality00:04:15 - Fed independence, politics and credibility00:07:45 - The rise of QIS and demand for alternative strategies00:12:52 - Trend following update and current market performance00:15:23 - Framing the disconnect between markets and reality00:20:09 - Liquidity, market rallies and strategic positioning00:25:08 - Are markets being actively managed00:34:51 - The real geopolitical battle and the role of China00:40:32 - What investors may be underpricing00:52:55 - Why markets can rise despite growing risks00:55:56 - Treasury demand, intervention and future policy paths00:58:04 - Inflation, debt monetization and long term outlook01:02:16 - AI, deflation and the political responseCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persistence of fiscal dominance to the role of populism, demographics, and global power shifts, they explore why the current macro regime may be far harder to reverse than many expect. The discussion moves beyond economics into politics, examining how inequality, globalization, and technological change feed into inflation dynamics and policy decisions. They also tackle the future of the dollar, the risks to its global dominance, and the complex role of crypto in a system defined by power, incentives, and control.-----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: 00:00:00 - Introduction to the episode and trading floor setting00:01:28 - Cem introduces Lyn Alden and frames the macro discussion00:02:23 - Lyn outlines her framework and the rise of fiscal dominance00:05:31 - Multipolar world and shifting reserve currency dynamics00:06:20 - Why debt cycles lead to persistent fiscal expansion00:13:42 - Debate on debt, modern monetary theory, and dollar privilege00:18:29 - Populism, inequality, and political drivers of inflation00:24:25 - Trade deficits, globalization, and domestic consequences00:30:20 - What happens if dollar dominance weakens00:34:16 - Comparing today to the 1940s vs the 1970s00:41:47 - Democracy, authoritarian drift, and rule of law00:44:17 - AI, productivity, and inflationary policy responses00:56:08 - Lyn's views on Bitcoin, stablecoins, and crypto markets01:03:34 - Debate on the long term sustainability of crypto01:09:42 - Closing thoughts on power, money, and the macro outlookCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
Daktilo1984 özel yayınında Dr. Bahadır Çelebi, konukları Dr. İlteriş Ergun, Dr. Edgar Şar ve Cem Özen ile Macaristan seçim sonuçlarını değerlendiriyor. NOT: Yayın başladığında sayım sürmekteydi.00:00 Giriş00:30 Orban gidici mi? Macaristan seçimlerinde son durum01:55 Şu aşamada mutlaka bilmemiz gereken birkaç nokta03:45 FIDEZS %40 altında kalırsa Macaristan'ta siyaset alanının durumu ne olur?06:00 Sırbistan ve Romanya'daki Macarların seçim sonucuna etkisi11:55 Orban bugün kaybedebilir ama Orbanizm neden hemen yok olmayacak?16:00 Orban kaybederse diğer otoriter rejimler de kaybeder mi?16:55 Orban hangi fikir ve işleriyle Avrupa için bir baş ağrısı?17:55 Orban'ın İsrail/Netanyahu ile ilişkileri neden çok iyi?19:58 Bir link vurulumu ricası ve tarihçi malumatfüruşluğu20:45 Muhalefetin zaferinde etkili olan 3 tarihsel yarılma25:10 Orban, Magyar'ı arayıp tebrik etti; Fidesz süper anayasal çoğunluğu aldı gibi28:10 Orban'dan Erdoğan'a hangi seçim yenilgisinde nasıl davranılır?29:40 Otoriter rejimlerde seçimlerin varlığı değil "adil" olup olmadığı önemlidir.34:55 Otoriter rejim değil mi, hepsi aynı deyip geçmemek için bazı nedenler37:20 Macaristan'da bir Halk TV, Sözcü TV hatta radyo bile yok38:20 Orban'ın gideceğine dair güçlü sinyaller vardı ve gitmeyeceğine dair bir şüphe vardı39:50 Magyar, bir devr-i sabık yaratmayacak gibi (ama du' bakalım ne olacak)41:10 Magyar, Orban'ın çevresindendir, fikir olarak ondan çok uzak da değil45:00 Magyar, sistemin içindendi, tanığıydı ve ifşa etti; Orban gitti, daha kötüsü geldi değil54:15 Ergun: Edgar'a şunu eklemem lazım57:45 Şar: İlteriş'e şunu eklemem lazım (fight yok, sıradan medeni konuşmalar)… (timestamp guy bu arayı kaçırdı :)01:05:30 "Ne oldu Bahadır, Orban gitti diye üzüldün mü" şakaları01:06:55 Orban'ın temsil ettiği ideolojik ve işlevsel iki nokta vardı, artık yok (liberal tirat içerir)01:08:00 Magyar'ın siyasi iletişim teknikleri: N'aptı da kazandı?01:12:30 "Demeç verme tekeli" ile iletişim kazalarını engellemek01:15:10 Muhalefet kazandı ama Orban bakiyesi bürokrasiyle ülkeyi yönetebilir mi?01:16:55 Macarlar duygusal bir halk, romantik bir toplum (eee? demeyelim, bakalım nereye varacak)01:21:40 Trump Orban'ı neden destekliyor?01:26:10 Orban'ın İsrail ile alıp verdiği ne, neden bu kadar yakınlar?01:32:40 Bu 7 kadar vekil çıkaran Mi Hazánk partisinin olayı ne? Bizdeki hangi partiye benziyor?01:36:20 1 milyon adım yürüyüşü01:37:40 Magyar halktan para toplayıp hastanelere tuvalet kağıdı gütürdü: Sıradan insanların sıradan sorunlarına çözüm01:38:40 Magyar'ın "delikanlı adamız" pozlarının seçime etkisi01:39:40 Siyasetçisiniz ve şey kasetiniz ifşalanırsa ne yapmalısınız: Péter Magyar01:41:00 Magyar, siyasetçi eskilerini (başkanım, vekilim, müdürüm...) kadrosuna katmadı)⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️
In this episode, we examine the evolving model of Community Emergency Medicine (CEM), a quietly transformative approach that is reshaping how urgent and emergency care is delivered. With increasing pressure on emergency departments and prolonged ambulance handover delays, CEM offers a different paradigm: delivering high-quality emergency care directly to patients in their homes, communities, and care environments.At the heart of this discussion is Tony Joy, Consultant in Emergency Medicine and a leading voice in developing CEM. Drawing on experience across both emergency departments and pre-hospital care, Tony presents a systems-based perspective on how services can safely extend care beyond hospital walls. We cover:- What Community Emergency Medicine is, and what it is not- The system pressures driving its development- How CEM can reduce unnecessary ED attendances and hospital conveyance- The significance of clinical governance, risk management, and decision-making outside traditional settings- Developing and maintaining community-based care pathways- The cultural and professional mindset shift needed to provide care differently- Actual challenges in implementation, scalability, and interdisciplinary teamworkThis episode offers a practical and grounded look at how emergency care can be rethought, providing timely, expert intervention closer to home while ensuring safety, quality, and patient-centred outcomes. Read more about CEM here: https://pubmed.ncbi.nlm.nih.gov/31857371/This episode is sponsored by PAX: The gold standard in emergency response bags.When you're working under pressure, your kit needs to be dependable, tough, and intuitive. That's exactly what you get with PAX. Every bag is handcrafted by expert tailors who understand the demands of pre-hospital care. From the high-tech, skin-friendly, and environmentally responsible materials to the cutting-edge welding process that reduces seams and makes cleaning easier, PAX puts performance first. They've partnered with 3M to perfect reflective surfaces for better visibility, and the bright grey interior makes finding gear fast and effortless, even in low light. With over 200 designs, PAX bags are made to suit your role, needs, and environment. And thanks to their modular system, many bags work seamlessly together, no matter the setup.PAX doesn't chase trends. Their designs stay consistent, so once you know one, you know them all. And if your bag ever takes a beating? Their in-house repair team will bring it back to life.PAX – built to perform, made to last.Learn more at https://www.pax-bags.com/en/
AIFA se declara listo para el Mundial 2026 Avalan donación de terreno para hospital del IMSS-Bienestar en TlalnepantlaPor la guerra Rusia frena exportación de fertilizanteMás información en nuestro podcast#grc
Seit der Wahl in Baden‑Württemberg ist klar: Die politische Statik in Deutschland wankt. Die Grünen konnten sich im “Ländle” unter Cem Özdemir knapp behaupten, die CDU jammert über vermeintliche Schmutzkampagnen und die SPD erleidet immer neue Nackenschläge. Und damit sind wir mittendrin im Superwahljahr 2026. Nach Baden-Württemberg ist vor Rheinland Pfalz, wo am nächsten Wochenende gewählt wird. Und wo es wieder extrem knapp zu werden scheint, diesmal zwischen SPD und CDU. Was, wenn die SPD nach der historischen Klatsche im “Ländle” auch in Rheinland Pflaz den Kürzeren zieht und die Staatskanzlei nach drei Jahrzehnten verliert, eine ihrer letzten Hochburgen? Und was, wenn die CDU nach der Niederlage in Baden-Württembergerneut ein fast sicher geglaubtes Ministerpräsidenten-Amt verpasst? Was hieße das eine oder das andere Szenario, für eine Bundesregierung aus Union und SPD, die ohnehin im Umfragetief steckt und leider gerade auch noch das unpopulärste Reformjahr seit langem vor sich hat? Der Apofika‑Presseklub mit Veit Medick (Stern), Karina Mößbauer (The Pioneer), Ulrike Herrmann (taz) – und natürlich unserem Host Markus Feldenkirchen (Spiegel). Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/presseklub 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
Die Folgen des Iran-Kriegs treffen auf Deutschland. Der Öl- und Gaspreis steigt, Angst vor Inflation macht sich breit und die zarte Hoffnung auf einen wirtschaftlichen Aufbruch könnte schnell wieder verflogen sein. War es das mit der von Kanzler Friedrich Merz versprochenen Wirtschaftswende? Besonders betroffen vom wirtschaftlichen Strukturwandel ist Baden-Württemberg. Hier wird voraussichtlich Cem Özdemir Ministerpräsident werden. Ist ausgerechnet ein Grüner der Richtige für den Wirtschaftswandel? Galten die Grünen nicht als „die Verbotspartei“, die paternalistisch alles mit Vorschriften regeln will und so die Wirtschaft abwürgt? Die CDU und ihre Wirtschaftsministerin Katherina Reiche wollten doch eigentlich alles anders machen als Vorgänger Robert Habeck und weniger in den Markt eingreifen. Gilt das auch noch, wenn der Spritpreis immer weiter steigt? Markus Lanz und Richard David Precht sprechen in dieser Folge über die grundsätzliche Frage: Wie viel Staat wollen wir in der Krise? Richard David Precht kann Verboten einiges abgewinnen. Er erinnert an das Rauchverbot in öffentlichen Räumen oder an das Verbot von FCKW. „Die Menschen lieben Verbote“, sagte er schon 2019. Markus Lanz hält dagegen, Verbote sind für ihn der falsche Weg.
Das Kopf-an-Kopf-Rennen in Baden-Württemberg ist entschieden: Cem Özdemir ist der Sieger – für Manuel Hagel reicht es nicht. Doch schon am Tag nach dem Wahlabend geht das Spiel in die nächste Runde: Die Christdemokraten wollen ihr Licht nicht unter den grünen Scheffel stellen – während die Grünen auf Bundesebene versuchen, Özdemirs Erfolg zu einem der gesamten Partei zu machen. Und die SPD? Die klammert sich an einen alten Kalenderspruch: Immer, wenn du glaubst, es geht nicht mehr, kommt irgendwo ein Lichtlein her. Dieses Licht könnte in diesem Fall Alexander Schweitzer sein – Ministerpräsident in Rheinland-Pfalz und mit guten Chancen, sein Amt auch nach der Wahl in zwei Wochen zu verteidigen. Was sich im Schatten der Ereignisse in Baden-Württemberg derzeit im Berliner Regierungsviertel abspielt – und was das für die künftige strategische Ausrichtung der Parteien bedeutet – darüber sprechen Dagmar Rosenfeld und Robin Alexander in dieser Folge von Machtwechsel. –––– Sie möchten mehr über unsere Werbepartner erfahren? Hier finden Sie alle Infos & Rabatte: https://linktr.ee/Machtwechsel Sie möchten Werbung in diesem Podcast schalten? Dann erfahren Sie hier mehr über die Werbemöglichkeiten bei Seven.One Audio: https://www.seven.one/portfolio/sevenone-audio Sie möchten “Machtwechsel” komplett werbefrei hören und mitdiskutieren? Dann kommen Sie zu uns in die Machtwechsel-Community auf CampfireFM und werden hier Unterstützer des Podcasts! In der Podcast-Community-App vertiefen wir Themen aus den Episoden, diskutieren aktuelle Entwicklungen und kommen mit Ihnen ins Gespräch: https://www.joincampfire.fm/api/download-app „Letzte Chance – Der neue Kanzler und der Kampf um die Demokratie“ von Robin Alexander ist im Siedler Verlag erschienen und hier erhältlich: https://www.penguin.de/buecher/robin-alexander-letzte-chance/buch/9783827502001. Machtwechsel ist eine Produktion von Dagmar Rosenfeld und Robin Alexander, in Zusammenarbeit mit Studio Bummens.
47 Prozent Schwankung an nur einem Tag! Der Ölpreis erlebte am Montag die wohl heftigste Achterbahnfahrt seiner Geschichte. Morgens 120 Dollar („Hab's doch gesagt!“, ruft Deffner), abends 80 Dollar („Ich hatte auch recht!“, kontert Zschäpitz). Dazwischen: ein paar Sätze von Donald Trump – und der Markt dreht komplett. War das der klassische Taco-Trade („Trump Always Chickens Out“) – oder der Beginn eines gefährlichen Eskalationszyklus? Die Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz analysieren den Öl-Schock, erklären, warum geopolitische Wetten brandgefährlich sind – und gehen die große Wette ein: Steht Öl Ende März über 100 Dollar? Deffner sagt Ja, Zschäpitz hält dagegen. Außerdem: Ein neuer Drohnen-ETF hebt ab, die Biontech-Gründer verlassen ihr Unternehmen – 23 Prozent Kurssturz! –, Cem Özdemir sorgt für eine politische Überraschung, und die umstrittene Rentenerhöhung von 4,24 Prozent entfacht die nächste Debatte. Eine der kontroversesten Episoden seit Langem. DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Hauchdünn gewinnt Cem Özdemir die Landtagswahl in Baden-Württemberg. Trotz oder wegen seiner Partei?
The state election in Baden-Württemberg kicked off the German “super election year” with a surprisingly close result. Contrary to many forecasts, the Greens with leading candidate Cem Özdemir were able to overtake the CDU after a strong campaign final and narrowly secure the election. While the AfD was able to make significant gains and is positioning itself as the strongest opposition force, traditional parties such as the SPD and the FDP continue to lose support. - Die Landtagswahl in Baden-Württemberg hat den Auftakt zum deutschen „Superwahljahr“ mit einem überraschend knappen Ergebnis geliefert. Entgegen vieler Prognosen konnten die Grünen mit Spitzenkandidat Cem Özdemir nach einem starken Wahlkampf-Endspurt die CDU noch überholen und knapp den Wahlsieg sichern. Während die AfD deutlich zulegen konnte und sich als stärkste Oppositionskraft positioniert, verlieren traditionelle Parteien wie SPD und FDP weiter an Bedeutung.
Die CDU startet schwach ins Superwahljahr - und gleichzeitig spitzt sich die Lage im Iran weiter zu.In Baden-Württemberg verliert die CDU trotz Zugewinnen die Wahl gegen die Grünen um Cem Özdemir - ein Rückschlag für Kanzler Friedrich Merz und seine Strategie für das politische Superwahljahr. Paul Ronzheimer und Filipp Piatov analysieren, warum Özdemir mit einem ungewöhnlich „ungrünen“ Wahlkampf gewinnen konnte, welche Folgen das Ergebnis für die CDU im Bund hat – und warum besonders SPD und FDP vor noch größeren Problemen stehen.Außerdem geht es um die dramatische Entwicklung im Iran: einen neuen Revolutionsführer, zunehmende Angriffe auf iranische Infrastruktur und Berichte über mögliche Spezialmissionen der USA. Was ist Strategie, was Propaganda - und wie könnte Donald Trumps nächster Schritt aussehen?Wenn euch der Podcast gefällt, lasst gerne Like & Abo da!GANZ NEU: Diskutiert mit Paul, Filipp & unseren Gästen und erfahrt noch mehr über die Hintergründe der Episoden auf joincampfire.fm/ronzheimerPaul auf Instagram | Paul auf XRONZHEIMER. jetzt auch im Video auf YouTube!Redaktion: Filipp Piatov u. Lieven JenrichExecutive Producer: Daniel van Moll Hosted on Acast. See acast.com/privacy for more information.
Der Start ins Superwahljahr: Baden-Württemberg hat entschieden, Cem Özdemir wird neuer Ministerpräsident. Die CDU knapp geschlagen. Bis zuletzt ein Kopf-an-Kopf-Rennen, so hatten die anderen keine Chance. Was sagt die Wahlentscheidung vom Wochenende über die Lage im gesamten Land aus? Welche Probleme bewegen die Menschen und haben sie noch Vertrauen, dass die Politik sie lösen kann? Und was bedeutet die derzeitige politische Stimmung für die kommenden Wahlen?
Ein Abend voller Überraschungen: Der Grüne Cem Özdemir könnte knapp vor der CDU landen. Wo hat die AfD Stimmen gewonnen, weshalb verbucht die SPD ein Desaster? Die FDP konnte lange auf den Südwesten zählen. Bis heute. Und: Die Linke schafft es nicht. Grieß, Thielko
Landtagswahl Baden-Württemberg: Aktuelle Hochrechnung, Cem Özdemir zum Wahlerfolg der Grünen, Gewinner und Verlierer nach der Wahl in Baden-Württemberg
Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turning, a generational winter that historically brings institutional fracture, geopolitical strain, and inflation that reshapes debts, assets, and political power. Cem ties that arc to today's realities: the exhaustion of the 40 year tailwind from falling rates, record valuations meeting refinancing risk, and the uncomfortable truth that 60/40 has failed for long stretches before.They explore the growing divide between capital and labor, the pivot from globalization to industrial policy, and the rising appeal of commodities, cash, and convex hedges in a world where outcomes are less linear. Howe also details how his Fourth Turning ETF reflects that view, pairing thematic equities with real assets and disciplined tail protection.This is a conversation about preparing, not predicting, when history starts to rhyme a little louder.-----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: 01:28 - Introducing Neil Howe and why this conversation matters now03:37 - What the Fourth Turning is and how the cycle works10:26 - “The Fourth Turning Is Here” and the practical question: what do we do?16:42 - Rates, inequality, and why the last 40 years may not repeat20:17 - Inflation as a crisis tool, not a forecasting error26:43 - Options, convexity, and non-linear portfolios in regime change33:31 - The surge into “non-correlated” assets and what it signals39:39 - Market closures, devaluation, and the limits of buy-the-dip history45:28 - Commodities as a missing portfolio leg and the volatility debate48:12 - Howe's ETF framework: themes, commodities, cash, and tail hedges52:43 - Timing the crisis, geopolitics, and the authoritarianism questionCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
Die Themen: Die Nominierungen für die Rock Hall of Fame 2026; Ist Bad Bunnys Musikstil ein großer Ideenklau?; Die Mimik von Angela Merkel; Warum harte Männlichkeit scheitert; Die Serie „Blossoms Shanghai“ und wird Cem Özdemir Ministerpräsident in Baden-Württemberg? Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/ApokalypseundFilterkaffee 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
Eilverfahren: AfD darf vorerst nicht als „gesichert rechtsextremistisch“ eingestuft werden, Die Meinung, Baden-Württembergs scheidender Ministerpräsident Winfred Kretschmann, ARD-DeutschlandTrend: Umfragen vor der Landtagswahl in Baden-Württemberg, Unsicherheit wegen Zöllen für deutsche Firmen beim Export in die USA, Verhandlungen zwischen Iran und USA über iranisches Atomprogramm in Genf, Weitere Meldungen im Überblick, Diskussion über Umgang mit Nahost-Konflikt nach Abschlussveranstaltung der Berlinale, Musikfestival Sanremo in Italien, Das Wetter Korrektur: Diese Sendung wurde nachträglich bearbeitet. In den tagesthemen vom 26.2.26 wurde in dem Beitrag“ Vorwahl Baden-Württemberg – Kretschmanns Erbe“ der Name des Spitzenkandidat der CDU Manuel Hagel aufgrund eines technischen Fehlers zu lange eingeblendet, so dass es auch noch auf dem Bild des Spitzenkandidaten der Grünen, Cem Özdemir, zu sehen war. Außerdem war die Namenseinblendung von Cem Özdemir später im Beitrag zu kurz zu sehen. Das haben wir verbessert.
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