Podcasts about Cfds

En el Consultorio de Bolsa de Cierre de Mercados nos acompañan Gerardo Ortega, economista y asesor financiero en gerardoortega.es, y Juan Carlos Costa, analista de mercados de Marketsbets. Con nuestros expertos, analizamos los valores por los que nos preguntan los oyentes: Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Juan Carlos Costa Como asesor financiero, gestor de fondos y analista de mercados, Costa destaca en su perfil: «Estudiando los mercados constantemente, buscando tendencias, realizando trading, realizando inversiones, estudiando empresas cotizadas, buscando rentabilidades. Sin buscar el Santo Grial en los programas automáticos trabajando sin cesar en estos desde el año 1995 hasta la actualidad, lo bueno es que lo de antes sigue funcionando, lo malo que suele haber poca confianza en los inversores. EAFI registrada para poder asesorar todo tipo de inversión, especializados en los mercados de valores, renta variable, futuros, materias primas y divisas.» Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

Growing up on tour with Neil Diamond gave Daisy Press a unique outlook on the magic and mysteries of music, and started a journey that leads from Indian Ragas via the 12th century chant of Hildegard von Bingen -- all the way to Frederic Rzewski, whose work she performs at this weekend's Louth Contemporary Music Society festival, Coming Together.

En el Consultorio de Bolsa con gerardoortega.es y Excella Capital, Gerardo Ortega y Javier González analizan la jornada bursátil y el sentimiento del mercado. Los expertos analizan en el Consultorio de Bolsa con gerardoortega.es y Excella Capital los siguientes valores que nos plantean los oyentes: Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Javier González Javier es ingeniero de Teleco, MBA y AMP por el IE. Tiene una larga trayectoria internacional en el sector IT. Hace unos años le picó el virus de la inversión y desde entonces, se ha especializado en finanzas cuantitativas, sobre todo en trading algorítmico. Actualmente, desarrolla su actividad como advisor, trader independiente y fundador de CryptoForexSystems.com. Estrategias buy & hold, tendenciales, de cobertura, con staking.. Hay muchas opciones de inversión, tantas como personas. Te enseñamos a pescar, tú elige que caña utilizar. Javier González es ingeniero de Telecomunicaciones y trader independiente desde 2006. Programador de estrategias y sistemas de inversión de 2013, ha dedicado mucho tiempo y pasión a entender y buscar ventajas estadísticas en distintos mercados: Renta Vairable (ETFs, Acciones), Forex, y últimamente, más dedicado a crypto. Con afán de demostrar que las inversiones no son tan complicadas y que el mundo crypto no es tan horrible como lo pintan. En los consultorios de Bolsa de Cierre de Mercados, los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 915331851.

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

As Australia’s post-Budget property debate shifts from fear to decision-making, Bushy Martin tackles the question now dominating investor conversations: what should you actually buy? After weeks of headlines about negative gearing, CGT changes and the “death” of property investing, this episode cuts through the noise and reframes the conversation around what really matters — building the strongest usable net nest egg, not simply chasing the lowest tax bill. Because the Budget hasn’t killed property investing, it has simply exposed weak investing. In this final instalment of Bushy’s special post-Budget series, the conversation moves beyond policy panic and toward practical strategy. This is not another dense tax discussion. It is a real-world decision filter for investors trying to work out where to put their money in a changing market. Bushy compares the major investment pathways now fighting for investor attention — established residential property, qualifying new builds, PPOR strategies, rentvesting, SMSFs, commercial property, ETFs, shares and speculative assets — through one consistent lens: What genuinely builds sustainable freedom? Along the way, he dismantles one of the biggest traps investors fall into during periods of change: confusing tax efficiency with wealth creation. Because tax is not the meal, it’s the seasoning. Bushy explains why established residential property is becoming harder to hold but is far from dead, why new builds may receive better treatment without automatically becoming better investments, and why investors chasing the latest “tax-effective” strategy risk creating long-term wealth problems instead of solving them. He also dives into the realities many Australians are now wrestling with:Is the PPOR really the best investment?Does rentvesting still work?Are SMSFs and commercial property genuine opportunities or simply the latest spruiker pivot?Can shares and ETFs realistically compete with leveraged property investing for mainstream Australians? At the centre of the episode is Bushy’s evergreen decision-making framework: B.E.S.T. N.E.S.T. A practical investing filter designed to help Australians assess any opportunity, regardless of asset class, through the lens of holdability, sustainability, flexibility and real-life usability. Because the real goal is not building the lowest tax bill, it is building the strongest life. Timecoded Chapters 00:06:05 — Chapter 1: The Question Has Changed00:12:51 — Chapter 2: The $750K Money Map00:22:34 — Chapter 3: Established Residential Property00:33:30 — Chapter 4: Qualifying New Builds00:44:52 — Chapter 5: PPOR & Rentvesting00:56:50 — Chapter 6: SMSF & Commercial Property01:06:25 — Chapter 7: Shares, ETFs, CFDs & Crypto01:16:38 — Chapter 8: B.E.S.T. N.E.S.T. Test01:25:43 — Chapter 9: Action Map & Disclaimer Key Takeaways The Budget has not killed property investing — it has killed lazy, tax-dependent investing Lowest tax does not automatically equal the best long-term outcome Holdability is becoming the new investor edge Established residential property is harder to hold, not dead New builds only work if the underlying asset stacks up fundamentally The PPOR is not automatically an investment strategy Rentvesting still works with stronger modelling and buffers SMSF and commercial property require sophistication, not hype Shares and ETFs are complementary assets, not enemies of property B.E.S.T. N.E.S.T. provides a timeless framework for smarter investing decisions Take the next step with Bushy Personal Solutions Session Get clarity and personalised guidance: Book now Property W.E.A.L.T.H Program - live now! Be first to access discounts + free Module 1: Find out more https://courses.bushymartin.com.au/property-wealth Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Get property investment and wealth resources, and book a Personal Solution Session with Bushy. All the links and info are here: linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com. This content provides general information only and has been prepared without taking into account your objectives, financial situation or needs. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.See omnystudio.com/listener for privacy information.

In this episode of the Land to Lots™ Podcast, Carter Froelich speaks with James Hamill, Managing Director of the California Statewide Communities Development Authority, and Bob Williams, Managing Director at RBC Capital Markets, to discuss one of California's most powerful infrastructure financing tools: the Statewide Community Infrastructure Program, commonly known as SCIP.  James and Bob share the history of the program, how SCIP has evolved from assessment district financing into a more flexible platform that includes CFDs, and why it has become such a valuable tool for developers, builders, cities, counties, and special districts across California.   In Part 1 of this conversation, you'll learn:  How SCIP was created and why it became a practical tool for financing impact fees and public infrastructure.  The difference between assessment districts and CFDs within the SCIP program.  Why CFDs are becoming more common due to their flexibility around product type, tax rates, and eligible facilities.  How SCIP helps make public financing available to smaller projects that may not otherwise be able to access the bond market.  Why cities, counties, and districts often prefer to use CSCDA rather than managing district formation and bond issuance themselves.  How tax rate sensitivity varies across different California markets.  When developers and builders should begin engaging with CSCDA and RBC during the development process.  How SCIP can be used for early-stage infrastructure needs, including critical offsite improvements.   Show Notes James Hamill Contact Information W – https://cscda.org/contact/ O – (925) 476-5644 E – jhamill@cscda.org  Bob Williams Contact Information W – https://www.rbccm.com/ O – (415) 445-8674 E – bob.williams@rbccm.com  Plus: Whenever you're ready here are 4 ways Launch can help you with your project: (NOTE – PICK 4)  Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TX, UT, WA contact Carter Froelich and have Launch prepare an initial complimentary high-level bond analysis for your project.  Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Contact Carter Froelich for more information. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Contact Carter Froelich for more information. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ ("LRS") – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Contact Curry Froelich for more information.   Complimentary Offers for Land to Lots™ Listeners Complimentary Land to Lots™ book: https://www.launch-mpc.com/offer  Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160    

En el Consultorio de Bolsa con gerardoortega.es y Excella Capital, Gerardo Ortega y Javier González analizan la jornada bursátil y el sentimiento del mercado. Los expertos analizan en el Consultorio de Bolsa con gerardoortega.es y Excella Capital los siguientes valores que nos plantean los oyentes: Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Javier González Javier es ingeniero de Teleco, MBA y AMP por el IE. Tiene una larga trayectoria internacional en el sector IT. Hace unos años le picó el virus de la inversión y desde entonces, se ha especializado en finanzas cuantitativas, sobre todo en trading algorítmico. Actualmente, desarrolla su actividad como advisor, trader independiente y fundador de CryptoForexSystems.com. Estrategias buy & hold, tendenciales, de cobertura, con staking.. Hay muchas opciones de inversión, tantas como personas. Te enseñamos a pescar, tú elige que caña utilizar. Javier González es ingeniero de Telecomunicaciones y trader independiente desde 2006. Programador de estrategias y sistemas de inversión de 2013, ha dedicado mucho tiempo y pasión a entender y buscar ventajas estadísticas en distintos mercados: Renta Vairable (ETFs, Acciones), Forex, y últimamente, más dedicado a crypto. Con afán de demostrar que las inversiones no son tan complicadas y que el mundo crypto no es tan horrible como lo pintan. En los consultorios de Bolsa de Cierre de Mercados, los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 915331851.

Russell Reading and Mark Chappell, Senior PPA Manager at Zeigo Network, recap highlights from Solar & Storage Live, discussing the recent surge in panel exports, evolving PPA dynamics, and how CFDs are reshaping the UK market. The episode explores battery energy storage (BESS) — scaling challenges, longer-duration trends, revenue streams and practical advice on selling co-located batteries with solar projects, emphasizing value-led approaches over simple price competition.

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

Viele Trader glauben, dass sie besser werden wenn sie mehr sehen. Mehr Daten, mehr Screens, Level 2, Orderbuch, Futures statt CFDs. Klingt nach Fortschritt – ist in der Praxis aber oft genau das Gegenteil. In dieser Folge geht es darum warum diese Denkweise viele blockiert, obwohl sie eigentlich schon alles haben was sie brauchen. Ich zeige dir den echten Unterschied zwischen CFDs und Futures – nicht technisch. Sondern aus der Perspektive die im Trading wirklich zählt: Entscheidungsqualität. Du wirst verstehen, was Level 1 und Level 2 Daten tatsächlich sind, warum mehr Tiefe nicht automatisch mehr Klarheit bringt und weshalb viele Trader genau an diesem Punkt unbewusst schlechter werden. Am Ende geht es nicht darum was du handelst. Sondern ob du in der Lage bist den Markt sauber zu lesen und konsequent umzusetzen. Wenn du das einmal wirklich verstanden hast verändert sich dein Blick auf Trading komplett. Trading lernen - Unsere Strategie einfach erklärt Persönliche Trading Ausbildung ⮕ https://4rex-impulse.com Broker mit niedrigen Spreads ⮕ https://broker.4rex-impulse.com Telegram Kanal ⮕ https://t.me/FourRex

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

Adi Imsirovic, a veteran oil trader and former academic, returns to the podcast to break down the mechanics of the Brent market at a moment of historic disruption. With more than 13 million barrels per day of supply offline and extreme volatility across the curve, Imsirovic explains how oil pricing actually works beneath the surface—distinguishing between physical “dated” Brent and financial futures, and why the recent divergence between the two is not a market failure, but a reflection of timing, scarcity, and panic-driven demand for immediate barrels.The conversation dives into the structure of the Brent complex, including forward markets, CFDs, and the role of exchange-for-physical mechanisms that link paper and physical trading. Imsirovic argues that the record backwardation—at times reaching nearly thirty dollars between prompt and forward barrels—signals not just tightness, but outright panic in physical markets as refiners scramble to secure supply. These dynamics are further amplified by surging premiums for specific crude grades and growing dislocations between refinery margins and input costs.Finally, the discussion turns to what the futures curve is really signaling. While front-end prices reflect immediate scarcity, longer-dated contracts suggest expectations for eventual resolution, with OPEC spare capacity and potential demand destruction looming in the background. Imsirovic emphasizes that price structure—not just flat price—holds the key to understanding oil markets, particularly in an environment shaped as much by geopolitical shocks and policy volatility as by traditional supply-demand fundamentals.

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

Consultorio de Bolsa con Gerardo Ortega, de Trive, y Javier Alfayate, de Link Capital . Con nuestros expertos, analizamos los mejores valores del mercado. Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Javier Alfayate Javier Alfayate es gestor de fondos en Link Capital. Es experto en asesoramiento bancario y financiero por ESCP Europe. Escritor y divulgador en universidades y empresas, continua estudiando sobre estrategias, sistemas de bolsa, estadística y programación de algoritmos. En los consultorios de Bolsa de Cierre de Mercados, los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 915331851.

Peel Commissioners fallout latest, Dublin Port sailings confusion, new Amenity Site operator, Nobles abortion clinic law, Ørsted windfarm CFDs & Happy 90th Birthday Manx Radio's Ian Cottier. It's Mannin Line with Andy Wint - Wednesday 25th March 2026

Denmark’s royal trade mission brings 54 companies to Australia’s renewables market. Plus the UK opens CFD allocation round eight for up to 18 offshore wind farms, and wind tech startups weigh focus against diversification into defense. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us!  The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com And now your hosts. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m here with Yolanda Padron, Rosemary Barnes at Matthews Stead, and we start off. On the Danish trip to Australia, 54 Danish companies traveled to Australia alongside King Frederick II and Queen Mary. Uh, over the past week, most work in the renewable energy and green construction businesses that traveled along several signed agreements during the trip. Denmark sees Australia as a growth market, and Rosemary is tied to royalty here. Loosely that Queen Mary is actually from Tasmania, much like Rosemary. [00:01:00] So there is possibly a line to the throne, the Danish throne for Rosemary.  Rosemary Barnes: My dad’s from Tasmania. I, I live in Canberra, but I was, the whole five years I was living in Denmark, I kept waiting for Princess. She was Princess Mary at that point, but Princess Mary to get in touch with her phone number, catch up. You know, Australians have moved to Denmark. Never happened. And now I see that they’ve come to Australia. And do you think that Mary reached out and got in touch with me? No, she didn’t. So I continue, continue to be disappointed in, in Queen Mary. Matthew Stead: Maybe she’s waiting for you, Rosie.  Rosemary Barnes: Yeah, she could be waiting for me to reach out. That’s true.  Allen Hall: But I clearly, Australia is a growth market. Denmark sees it. I know there’s been a number of Danish companies in Australia over the last two, three years, or con companies from all over the world have been down to Australia, realizing that the growth of renewables is gonna be big because Australia is targeting 82% renewables by 2030. Uh, and right now it’s about 50% renewables, which is [00:02:00] remarkable by the way, that connection to Denmark. Is only going to grow, especially with the relationship with Queen Mary to the area. What are some of the growth areas that Denmark can walk into in Australia right now, Matthew?  Matthew Stead: I mean, obviously the proposed offshore wind is a, is a big thing. So, um, once that gets up and running, obviously the Danish technology will come in there. Um, but, but also, you know, through vest have been here forever. Uh, Siemens, gaa, you know, there’s a strong Danish connection there. Um, so. Yeah, I, I think it’s already, already, already really strong. And, um, obviously having the, the queen, the Danish queen, um, yeah. Ties in with all of that.  Allen Hall: Is it a reciprocal agreement that Australians can do work in Denmark?  Rosemary Barnes: I don’t think, it’s not any sort of like free trade agreement, is it? It’s just some individual, I dunno how much we’ve, we’ve got to [00:03:00]teach Denmark, although there are some good Australian technologies, like maybe not building wind turbines themselves, but there are some good technologies like here, logic’s Ping, uh, Australian developed the ping part of it anyway. And then also, you know, I think some, some future manufacturing methods, uh, doing some exciting things here in Australia. Also, it’s not that hard to move to Denmark if you, um, like when I moved there, all I needed to get a Visa was a, a job offer. That was a certain, I, I don’t think it, I don’t, I don’t remember exactly if it was the type of job or if it was the salary, but you know, like you’re not gonna get a job offer. Like working part-time at a bar isn’t gonna be enough to get you a, a working visa in Denmark. But certainly. Any engineers, um, you can, if you get a good engineering position offered to you in Denmark, it’s not hard for the company to make that happen. So I don’t know that we need, we don’t, we don’t really need it made that much easier for us [00:04:00] to get over there. Allen Hall: Is it difficult to get a work permit in Australia if you’re from Denmark?  Rosemary Barnes: Yes and no. It’s not like I would so love to be hiring my XLM colleagues to come. I know that I’d moved to Australia too. Some of them, it’s, it’s not super duper easy. Um. It’s not impossible. And uh, if people are young enough, it’s a bit easier. But, um, it’s, it’s definitely possible, but it’s not, it’s not straightforward. It’s quite expensive and lengthy process.  Matthew Stead: You know, if they can fund a fund, um, themselves with a couple of million dollars, that’ll make it easier.  Rosemary Barnes: It’s definitely beyond my capabilities as a small company of like four, four people to be able to, um, sponsor someone. But I have had, um, actually. Most, maybe. Yeah. Every single employee actually that I’ve had has been, has non, not an Australian citizen, but they’ve all had visas for other reasons. You know, either because they came over with a partner who, um, was an unskilled working visa or because they did a master’s [00:05:00] here and then got a, um, a, yeah, after that got permanent residency through the, you know, the, there’s a pretty established pathway after studying to be able to get permanent residency. Definitely appreciate that there is so much, um, international talent that’s willing to come to Australia, but just yeah, unfortunately any, any random skilled person, you, it’s not, it’s not easy for a small company to bring them over.  Matthew Stead: Rosie, would you recommend Australians to go to Denmark to learn about the wind industry and then, and come back again like you did? Rosemary Barnes: I recommend that they do that in 2016 when I did it. Um, so everyone who’s got a time machine. Hop, hop in, hop in your time machine and go, go do that. I mean, it’s, uh, I was looking back through, um, photos, uh, of my time there recently and was just, uh, like thinking about how much work I did and the amount of time that I spent like in, in production is like I got in my. Four years that I was working for lm, I had at least 10 years worth of experience. And I mean there were [00:06:00] some long, long weeks, but I’m not sure that Denmark’s the right place now because for LM there’s nearly no engineering left in Denmark and certainly not doing the cool, new, exciting technologies that they were while I was there. So that’s not the go Vestas is still doing a fair bit. But you know, we talked recently about the Vestas CO wanting to, wanting to move somewhere with more favorable. Taxation of CEOs salaries. So, you know, maybe that’s not continuing. So I definitely recommend moving to another part of the world early on in your career while you’ve still got enough energy to, to, to like really, really hard work. Um, but I dunno that Denmark is, is the right place anymore. There’s not that much manufacturing left Now.  Based on your experience in both Denmark and Australia, how likely do you think that any of these companies that are coming in. To Australia will do any r and d with data from Australia for all of these wind technologies that they’re bringing. Rosemary Barnes: I, I think that there’s some interest in that. I haven’t heard [00:07:00] Danish companies specifically. I have heard a few little inklings of US companies who are interested and I think that that makes a lot of sense because the US was a much more attractive environment for wind energy technologies until a couple of years ago. So there’s a lot of companies that got partway and now are frustrated and I think that Australia seems quite attractive to them. So that’s where I’ve heard people interested, maybe British as well. Um, the Denmark Danish companies would do well. Like any company, um, that’s trying to develop a technology related to wind energy would, um, do really well to come try and develop in Australia because, you know, like, um, we’re so short staffed or like for expert staff. Things are really spread out. Costs are very high. Um, things wear out faster. Like we just have more operational problems here. So, you know, when you’re putting a business case together, you need to, um, you know, an environment where you are. The alternative of just doing everything manually is [00:08:00]far more expensive here, and it takes far longer so you can get a much more positive business case, um, in Australia, like earlier than you could somewhere else. So I think that that makes it really. Really like perfect place to develop technologies. Um, yeah, but I don’t think everybody realizes that yet. But I do see some, some people starting to,  Matthew Stead: and I’m adding to what you’re saying, Rosie, when I first started in wind, um, back in 2012, um, I got great reception from Denmark. Actually, I probably got the most. Positive responses to my outreach from Denmark. So, um, I, at that point in time, you know, it is a little bit before 2016, but, um, um, um, I, you know, I found really positive engagement and willingness to be open to new technologies. So that was my experience  Allen Hall: as Wind energy professionals. Staying informed is crucial, and let’s face it difficult. That’s why the Uptime podcast recommends PES Wind Magazine. [00:09:00] PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high quality content you need. Don’t miss out. Visit PES wind.com today. The UK government announced contracts for difference allocation round eight, which will open in July of this year. This follows AR seven in January, which secured 8.4 gigawatts of offshore wind. The largest UK CFD procurement ever and renewable UK says up to 18 offshore wind farms could compete for this AR eight round now. The amount of wind going in offshore in the UK is astonishing. Uh, AR eight. I haven’t seen any numbers yet of what they think the total gigawatts will be, but it has to be somewhere around the eight range just to keep up with the [00:10:00] expected rate, uh, to meet their environmental targets and electricity targets in the uk. This is changing the way wind is developed in Europe, especially with the UK changing its tariffs and eliminating tariffs on wind turbine parts and components that come into the country. That is going to really improve the economics of wind turbines in the uk. Plus turn out a lot of European countries and companies to to feed the UK energy goals. Is this the right move in, in terms of the government approach? Because a lot of, uh, other auctions that have happened up in Germany all the way up into Scandinavia have not had such success as this recent UK round. Is their model just a little bit different? And maybe the UK approach is, is the winning method with the the CFDs. Rosemary Barnes: We have some in Australia too. The A [00:11:00] CT Australian Capital Territory where I live has the same thing and, um, for at least several years. Recently, I think most years recently we’ve had our electricity prices in Canberra have been reduced while in the rest of Australia they’ve gone up. It doesn’t always happen that way. Um, it depends on, yeah, how expensive. Electricity was compared to normal. But you know, like when the gas, uh, shock was happening and pushing up electricity prices everywhere, it didn’t affect Canberra very much because we already have PPAs for a hundred percent of our electricity from clean sources. So,  Allen Hall: but isn’t that the goal at the end of the day to get. Some levelized pricing, which is the allocation rounds are doing, is they’re getting levelized pricing over a fixed period, so you know what your electricity is going to cost you. None of this up and down, like with the gas market in the United States and elsewhere.  Rosemary Barnes: My understanding is that it’s the most crucial aspect of that is certainty, so that new projects can get financing.[00:12:00] It’s not actually about it being a, like, whether it’s a subsidy or a payment is not as important as, like, it’s not that that renewable electricity is too expensive and the government needs to subsidize it. It’s that the bank needs to know how, how much you’re gonna get for the electricity that you generate, um, in order to fuel Okay, to lend it to you. And I mean, you can understand why, like, think about. As, um, batteries enter the electricity grid, you, you know, the pricing, the market movements throughout a day are really starting to change. We used to have, you know, like big spikes in price every evening as a lot of gas generators came on. ’cause they’re expensive to run. But now we’re needing less and less of that as we add more batteries. And, you know, people know these. Trends are generally happening, but not exactly. So how can you forecast what your revenue is going to be? Um, if you’re lending billions of dollars to a project, then you want to know that your person you’re lending to is gonna be able to, to pay you back, which they, they can’t if the revenue goes through the floor. So, yeah, my [00:13:00] understanding is that’s, that’s what it’s really for, is to provide the certainty. It’s, it’s like a bit outdated to refer to it as a subsidy. Um, ’cause it’s not always a subsidy. Sometimes it’s the opposite. But what’s really needed is like knowing how much you’re gonna get for the product that you are delivering. I think it makes sense. I just think that like if there’s all this, all the changes that are coming down the pipeline for the uk, it’s a little bit difficult to actually pinpoint where that price is gonna be. Like a sweet spot for all parties involved. Um. Which I think is something that we saw on the PPA side a lot in the US a few years ago. Rosemary Barnes: They had issues in the UK as well, like a couple of auctions ago. Um, they set the price way too low and I mean, they were told leading up to it, no one can deliver a project at this cost and then nobody bid. And it was, it was a real shame because, you know, like it set them back on, you know, that there’s no projects entered the pipeline, um, in that year as a result. But it’s also what’s interesting to [00:14:00] me is that it’s a different price for different. Types of project. So, you know, onshore wind has a, a different safety price than a, um, offshore wind. And fixed offshore wind has a very different price from floating offshore. Solar’s different. They also have special, uh, price for tidal energy. And that to me is a really interesting thing because who is looking at the UK’s energy mix and saying, yep, title energy needs to be part of this, and we we’re happy to pay, you know, 2, 3, 4 times whatever it is, more. For that than for offshore wind. It’s, um, that, that’s interesting to me. How, how they’ve come up with, with the Yeah, like how the mix is going to look. I mean, they don’t control it precisely. It’s not like they say we are gonna have exactly this many gigawatts for offshore wind and exactly this many gigawatts for solar farms. But they do have, um, different prices and different technologies that are targeted.  Matthew Stead: Seems like it really relates really well to the energy [00:15:00]security as well. You know, an extra eight gigawatt here, extra eight gigawatt there. I mean, that can only help with energy security, which is obviously a massive topic. I’m not sure how the newspapers has been coping in the last week or so in the us but over here it’s all about rationing of fuel. It’s all about queues at the pump. So energy security is, is definitely a huge topic.  Rosemary Barnes: You wanna know where there isn’t a queue. In my driveway when I plug my car into the, the outlet in my garage. It’s been a really, really fun time to be a smug EV owner. I’ve been, um, reveling in it. Yeah. Really, really, really enjoying, uh. And Joan, but I also do think like it’s gonna last, like we, because we still talk about the oil crisis in the 1970s, right? Like that, uh, we, uh, people overreacted and then reverted for the most part pretty quickly after that. With Denmark being one exception, they, they went all in on when consistently after that. Um, but [00:16:00] you know, like this, even if it’s only a few weeks long, this little shock is going to. Make people think, okay, oh, I was super worried that I might have to spend 20 minutes refueling on a road trip instead of 10 minutes. Um, but actually remember that time when I couldn’t even get petrol at all and I had to spend yeah, like half an hour lining up because everyone was freaking out and. Uh, I wasn’t sure if I was even gonna be able to get to work the next week because the Australian government only thinks we need 30 days worth of, um, of oil in reserve. Uh, I, I think that it’s, it’s got to help EV sales and then. The EV sales is only one part of it because you need then also, you know, security of electricity generation. And I mean, in Australia we’ve got our own coal, so we’re not, um, probably ever going to be able to not generate electricity. But, um, renewables is a, is a huge part of that as well, being able to, you know, have cheap, cheap electricity all the time. So I, I do think that. It, it’s got to be, you [00:17:00] know, helping some of these technologies move, move ahead a little bit faster now.  Matthew Stead: Yeah, and I also heard that, uh, the UK is sort of patting themselves on the bat for, uh, actually, you know, transitioning and, you know, securing their own, um, energy supply and not being as reliant as some other countries on imports of, of energy. Rosemary Barnes: Yeah. I mean, we’ve had so many opportunities to learn that lesson over the last few years. Right. So. Anybody that just, um, relaxes after this and says, yep, okay, we’re all good. To go back to relying a hundred percent on, on gas is, you know, like, really. Really going to big lengths to nod to not futureproof themselves from the next one. I do. Do we could, would anybody believe that this is the last time that we’re gonna see, uh, a shock like this? I mean, it will happen definitely. Again,  Matthew Stead: rather embarrassing, but actually currently I own approximately six EVs.  Allen Hall: It sounds like a lot. Matthew,  Rosemary Barnes: you’ll have people beating down your door. Share. Share the love around. We need, it  Allen Hall: should give taxi rides. [00:18:00] Ubers  Matthew Stead: in 2026. I wanna sell, I wanna sell three of them. So this is just. I’m just so happy.  Rosemary Barnes: So message ’em on LinkedIn if you need an ev. Now we’re running classified ads in the uptime When new podcast  Allen Hall: are they? BMW electrified? BMWs  Matthew Stead: no one’s. One’s BMW. Um, another one is, uh, Austin 10. From 1947,  Allen Hall: this is an ad.  Matthew Stead: The other one’s in Nissan Leaf, uh, NISO leaf with about 16,000 Ks on the clock.  Rosemary Barnes: But the first two you converted yourself.  Matthew Stead: Yeah,  Allen Hall: we can reach out to Matthew on LinkedIn and he will sell you an electric vehicle. He’s in Adelaide and there’s plenty of people listening to the podcast in Adelaide and all around Australia. Honestly, he, he will deliver. If asked, so Matthew Stead, S-T-E-A-D on LinkedIn.  Matthew Stead: The BMW that I converted is a 2 0 2, um, from 19 in the the seventies. And, uh, actually BMW um, converted the same car to an electric vehicle for the Munich [00:19:00] Olympics. So yeah, all I did was, um, recreated what. BMW had done back in 1972. Allen Hall: Delamination and bottomline. Failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections, completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades. Back in service, so visit cic ndt.com because catching blade problems early will save you millions. Well, south Korean Drone Company Earth Lab built its vision AI [00:20:00]through wind turbine inspections, and I’ve seen hundreds of those in the states. A $10 million defense export deal in 2025 shifted revenue from 80% inspections to. A much larger defense share. Now they have a, a pretty sizable deal, obviously in the Middle East right now, where they’re using their drone technology to be involved in the defense sector. And North Lab I think got driven to that just because, uh, some of their business in the United States didn’t turn out properly the way they expected it to, although they had. Really great technology. In every conference I would attend with Ner lab, like, uh, and they would explain what they were doing. At one point, they were probably three or four years ahead on the, doing your own drone inspections with the little drone and you just buy their software and it would just, it would go up and take pictures of your wind turbine. Didn’t need a separate [00:21:00] pilot. It, it made all things a lot simpler, but that did never seem to catch on. But the technology is there and North Lab does have good engineering teams to develop drone technology. One of the things about this article, which I, I saw the other day, is that North Labs is thinking about their technology in a broader sense. That they’re not just focused on wind turbine inspections. And we see companies that are only tied to wind quite often. The struggle when wind slows down like it’s doing right now, where an Earth Lab is thinking about the problem a little bit differently and saying, I have this technology. It solves a bunch of problems. Maybe we ought to explore those other problem areas and see if we could generate some revenue. And clearly they have. Is that good advice for the wind industry in terms of technology companies is not to just focus on wind, but to think about solutions for adjacent industries? Does that just broaden the portfolio enough where? It keeps your, [00:22:00] it keeps your company viable for longer periods of time.  Matthew Stead: This is a huge topic for us because, um, you know, our technologies can be applied to, you know, rail mining defense, you know, so we’ve, we’ve got sensors which can instrument a whole range of things. Like, you know, we can listen for a conveyor belt when it’s failing. We can measure the ice. On the platform next to a railway line, we can measure ice on an aircraft. Um, you know, with our sensors we can do so much. Um, and um, what we’ve decided is that we need to really conquer. Wind in a nice way, as in, you know, actually help the wind industry first. So we really need to, um, you know, focus there. But, you know, we, we’ve all always been sort of dragged into other industries. Um, but, you know, I think being a technology startup is all about focus. Um, but, you know, revenue is hard. Um, you know, gaining traction is hard. The industry [00:23:00] is hard. Um, so I can see why it might be attractive to, to look at other, other verticals. Um, yeah, so it’s, it’s a, it’s, it’s a reality of a technology startup, unfortunately, that you need to look for other applications for your tech. And, and the other thing is, you know, obviously if we can sell our sensors. Into say, mining or, or rail or whatever. Then it can lower the cost and then, you know, that benefits wind as well. Allen Hall: Well, there’s other technology developments can happen in those other industries you could bring into wind makes both avenues possible. Yeah. A lot of industries are gonna benefit from the technology that has been evolved from wind turbines growth into other industries. But it works both ways and it just adds complexity to the business. But to me it’s complexity you have to take on.  Rosemary Barnes: Yeah, I’ve worked with a bunch of startups through my career and I’m trying to think of even one that hasn’t had a defense project at some point. It’s very, very common for development, like, um, [00:24:00]technologies that are in development. Is a very appealing avenue to get funds because, you know, defense spends a lot of, a lot of money on developing new technologies. I’m sure that’s true in every country, not just Australia. Um, and they’re also prepared to, like, if you’ve got a capability that they want, they are like, you don’t, it’s not so commercially cutthroat, you know, like they are prepared to pay a lot for something that, um, has unique capabilities. So I do see that that is incredibly attractive to startups, but I really like what Matt said when he said that as a startup you’ve gotta stay focused because that is what the startups that I have worked with in the past nine, outta 10 of them have done the opposite. They’re just like trying to grab any grant that they think that they could possibly, you know, um, apply for. Then they win it and then now all of a sudden they’ve got a project in a direction that is not. Taking them to their actual business. It’s, you know, it’s not step on the way towards their bus achieving their business goals. Um, and it’s like, [00:25:00] what is the startup for? Are you trying to commercialize a technology or find out if, if it’s not possible and stop? Or are you trying to just keep on working on this as long as possible? And I think that, like, honestly, nine outta 10 of the startups that I’ve worked with, it’s the the latter where they just want to keep on doing cool stuff. Then yeah. Grabbing any, any grant that you can to continue working on that. And a lot of them are defense. Um, makes a lot of sense. But I, I do think that, you know, you’ve got to be goal oriented, keep your eyes on the prize and, um, yeah, like Matt said, say focus if you wanna succeed as a startup,  Allen Hall: you think that’s a difference between grants and actual business? I agree with you, Rosemary. When you get hooked into a grant that has a particular outcome and you tend to deviate from what the market. Once, because you’re not listening to the market when you’re going through this grant process, but if you’re in a second business area, it may make sense just because you have a customer, you’re learning from that experience. A lot of things between wind and the other industries are similar in [00:26:00]terms of the way they’re structured, the demands, the expectations, the. It’s, it’s close.  Rosemary Barnes: Grants are amazing when it’s the right grant, and you shouldn’t choose a grant for the sake of getting the money. You should choose it because it helps you achieve something that you wanted to achieve anyway. Um, I think that that’s what you’ve gotta, gotta consider. Um, and yeah, definitely don’t turn down free money if it’s available to help you, you know, get to where you need to get, but don’t deviate on. A bunch of side quests just because you can get funding for that.  Matthew Stead: I think half the battle is that, uh, half the challenge of commercialization is actually the industry. So half, half the challenge is the technology and r and d and making stuff, but the other half is actually knowing the industry, knowing how to price it, knowing the people, knowing where to sell it, you know, knowing the return on investment. So every time you go into a new market, you might think, oh yeah, I’ll just reapply what I’ve already learned. But that’s, that’s. Definitely not true. So your rail is completely different from [00:27:00] wind. Um, in terms of the actual market, the tech, the tech might be the same, the same for, you know, aerospace.  Rosemary Barnes: Yeah. I see that a lot with companies that are trying to take a, a technology that they have from another area and try and bring it into wind. And people are always shocked at. At how different, um, wind energy is. I mean, in terms of the physical operating environment, that’s a, a shock for most companies to start with. It’s like, like in several aspects, it wouldn’t be a more harsh operating environment than, you know, sticking something in or on a wind turbine blade and expecting it to last without maintenance for 20, 30 years. Um, but then also just the way that the, the market works. But it’s interesting that you say 50 50, it’s half about the technology. Do you reckon it’s even half? I, I have come to believe that the technology is like, yeah, like really understanding the problem is and, and knowing that there is a need for a solution. Is the vast majority of the way there, there are so many good engineers in the world that they will find, find the solution if they know exactly what problem they should be solving. [00:28:00] I, I reckon it’s less than 50%. I don’t know about 10%, but, um, certainly I don’t think it’s 50 50.  Matthew Stead: Yeah. Maybe it depends on what, what stage of development it is and, you know, what, what maturity level you’re at, perhaps. Rosemary Barnes: Yeah. I mean, your company started. From a, um, you, you didn’t just think, Hey, I want, you know, I know a lot about noise. I wonder what technology I can develop with this. You, you started from, Hey, we’ve got a, a, a problem that, uh, I don’t wanna, you know, um, tell your origin story for you, but you started with a, a problem and a potential solution and then, you know, went from there. Right? So,  Matthew Stead: yeah, Bre, you know, I, I think B would be happy for me to say his name, Bre, basically throughout a challenge saying. But, you know, technicians can hear, um, blade damage. So, you know, it should be really simple and easy to make a machine to do the same as what a human can do.  Rosemary Barnes: And it was simple and easy, right? Matthew Stead: Ah, yeah. It was so easy. Look, look at all that, all that gray hair.  Allen Hall: Well, I think that’s the trouble, right? Is that [00:29:00] if you want to be tied to an industry, hopefully you hit it during a peak time. Because there are ebbs and flows to every economy about every seven years. There’s always something cataclysmic that happens. You just don’t wanna be in that down cycle. You want to be in the upcycle and have something ready to go. When the upcycle hits, you’ll see a lot of businesses do that. In the aerospace, you see it quite a bit that they’ll kind of go dormant and then when they feel like the, the economy is going to boom, they’ll ramp up operations real quick and, and try to make their money while the kidding is good. Then slow it down when it’s not. They have taken a, a more longer term perspective on it. Large businesses can do that. ’cause usually they’re stockpiling cash to, to manage that. Small businesses don’t usually have the cash flow to get over those, uh, lean times. And that’s the trouble. I, I think a lot of companies that I know, in fact. Rosemary and I are working on a project and a couple of names of companies that were in [00:30:00] Wind two, three years ago popped up and I thought they had such great technology and the business model was right. It just hit a rough patch. That’s all it was, and that if you revive that technology a year from now, it would still be applicable. You could still sell that product. It’s just trying to manage the cash flow. It’s hard because I, and back to Rosemary’s point. How much of it is the technology? Uh, and I, I say 10%, and I think that’s roughly right from my experience. A lot of it is everything else. Managing the books, managing your risks, people, uh, all that manufacturing, right, all quality, all every, all that’s involved. And it’s, unless you do it, you don’t realize it. It’s hard to see it unless you’re on the inside. You know, the inside. You think every minute is some other. Major calamity that you have to manage. If you don’t manage it right, you may not make it out the other [00:31:00] side. That’s what small businesses are all about. But it’s, that’s what makes it so hard.  Rosemary Barnes: Yeah. I know that at Parlo we’re spending a lot more effort on understanding the problems that people need solved, um, rather than developing solutions, which has been a bit of a tough thing for me to. Kind of, uh, stick to because, uh, you know, I’m an engineer. I’ve developed products my whole career and that I, I love tinkering and, you know, like making things work and doing things that haven’t been done before. But I, I, I do think that there is a real, real need for, um, understanding the problem really well, understanding, um, what solutions are available and, and fitting them together. I think that that is actually a really, um, a, a really needed part of the, you know, the whole wind energy ecosystem.  Allen Hall: We had a listener reach out from Japan, Sini Kajima, who was a city counselor in one of the cities, in obviously in Japan, who was a regular listener and. He wrote in [00:32:00] about some of the wind turbine installations that are going on in sort of northern western Japan. They’ve installed some eight megawatt turbines about a mile, 1.6 kilometers offshore, and that’s creating a lot of concern for the local residents there. Those are big turbines, and they’re talking about using 15 megawatt turbines to do something similar and. As, uh, advocate for, uh, the, the city he’s advocating, uh, a 10 kilometer minimum setback in the national diet in Japan. You’re gonna see a lot more of this come up, I think. And the pictures that was sent along with it is pretty, um, eye-opening in that you got this really big turbine, really close to shore. Are we going to put setbacks [00:33:00] in as, uh, a regulation or law in some of these territories, like especially Northern Japan where there is great wind resources, amazing wind resources, but at the same time, there’s a lot of people who live there that will like to have some view of the ocean, not just turbines in the water right off the coastline. This is not just a Japanese problem, but it does seem to be a, a big problem ’cause of the, the way the Continental shelf is around Japan, it drops up pretty quick.  Rosemary Barnes: Yeah, exactly. It’s not a specific Japanese problem, and I mean, in most cases there’s development approvals and people have plenty of opportunity to express their displeasure at where turbines are cited. But for Japan, it wouldn’t be as simple as saying, okay, we just increase the offset dis distance by a little bit because you increase the, I’m assuming these turbines are cited already as far out as they can be while still being fixed bottom. And if you wanted to push them further away, then you move to floating and you double or triple the cost, [00:34:00] which Japan is looking into floating offshore wind a lot. Um, but Japan. Has no, has no easy options. I mean, Japan likes electricity as much as every other country does. They don’t want to rely on nuclear as much as they have been, which is, you know, probably, at least to a certain extent, understandable. They don’t have great solar resources. I mean, they have some, um, and they could do more. They don’t have good onshore wind opportunities. They have geothermal potential, but they don’t like that so much because their, um, NAL hot springs are, you know, a very important tourism industry and very important culturally. So they’re worried about doing anything that would mess that up. The offshore wind solution, this particular environment haven’t seen, it doesn’t sound like the best situated project, but take any other option that they’ve got for generating electricity in Japan and it has. Probably equal disadvantages. I just think that they have a, a hard problem and [00:35:00] have to choose which compromise they wanna make.  Allen Hall: Mr. Kuma brings up a couple of points here that. There’s about 150 residents that are at risk of insomnia from the wind turbine noise, and they’re concerned about the migratory zones for protected wildlife. In this case, geese about five kilometers offshore.  Rosemary Barnes: Then there might be birds that are affected, and if they are, they can use technologies to spot the birds. Stop the turbines. Like there’s, there’s, you know. Dozens of success stories, um, related to birds and wind turbines. That’s, that’s a solved problem. The noise, I mean, how far away are they? Matt’s the noise expert. Like how, how far away from a wind turbine do you have to be before you can even hear it over the wind noise?  Matthew Stead: Uh, the wind turbine noise is not gonna be an issue.  Allen Hall: So then it comes down to sight lines. And Japan has some of the most beautiful coastline in the world. Rosemary Barnes: I mean, I’m not gonna tell someone that they should, like looking at wind turbines, like I would also rather not look at a wind turbine if I could be looking at an ocean view or a mountain view or whatever. But any energy project would [00:36:00] be nicer if it wasn’t there in the first place. Like, you know, there’s not like a beautiful coal power plant to look at. There’s not a beautiful transmission line to look at. There’s not a beautiful petrol pump, um, to look at. Like, none of none. None of these things are like beautiful technologies that we enjoy interacting with on our daily lives, but we prefer to, you know, have the trade off of having that infrastructure. And trade off for the, the benefits that it brings. And, um, you know, there’s, in that sense, there’s nothing different about renewable energy technologies. It’s different, different trade offs, but they’re always gonna be there.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on Linked. And don’t forget to subscribe, so you never miss an episode. And if you’ve found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show for Rosie, Yolanda and Matthew, I’m Alan Hall, and we’ll see you here next week on the Uptime Wind Energy [00:37:00] Podcast.

Oil’s Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does anyone care? And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic brokerage firm. He has been at the forefront of applying computer technology to automate trading and brokerage processes since soon after he emigrated from Hungary to the United States in 1965. In 1977, Peterffy started his own business with $200,000 savings, writing programs and building systems to value and trade stocks and options, as a market-maker on the American Stock Exchange. He was the first to build mathematical models to calculate and disseminate continuous bid and offer quotations and to develop a tablet computer for use by his employees trading on exchange floors. By the late 80s, Peterffy developed a fully integrated, automated market-making system for stocks, options, and futures, that grew into a digital network encompassing most of the world's exchanges. Starting in 1993, brokerage interfaces and customers were added to this network that continues to expand in products and customers all over the world. Today, Interactive Brokers is one of the largest publicly traded electronic brokers with a market capitalization of over $100 billion. The firm provides direct access to trade executions, clearing, and custodial services for a wide variety of products, including stocks, options, futures, forex, bonds, CFDs, and funds on over 170 markets and in up to 29 currencies around the world. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (OIL), (GLD), (SPY), (QQQ)

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

En el Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com, Gerardo Ortega y Víctor Galán comentan la jornada bursátil y el sentimiento de mercado. Los expertos analizan los siguientes valores que plantean los oyentes: En la Pizarra del Consultorio de Bolsa con gerardoortega.es y victorgalanbolsa.com Sobre Gerardo Ortega Economista y Asesor Financiero certificado, Gerardo Ortega ha desarrollado su carrera profesional asesorando, principalmente y a nivel independiente a grandes patrimonios así como gestionando carteras a nivel institucional (Agencias de Valores). Actualmente y desde 2008 trabaja como analista independiente y responsable del portal financiero https://www.gerardoortega.es/ Colabora de forma exclusiva con CMC Markets desde 2010 como formador (entidad británica líder en intermediación de CFDs.) Ponente en cursos y seminarios sobre análisis y gestión en mercados financieros de diversas Universidades y Facultades de Ciencias Empresariales. Conferenciante habitual en las Ferias de mercados financieros en Madrid, Barcelona y Valencia. Ortega es un convencido del Análisis técnico independiente y de que los precios responden básicamente a las expectativas generadas por el mercado sobre los aspectos fundamentales y macro. Sobre Víctor Galán Analista cuantitativo y técnico. Desde hace casi una década en los mercados financieros. Enfocado en desarrollar estrategias y sistemas de trading. Formación en Trading, derivados (opciones) y macroeconomía. Fundador de Planeta Bolsa y de victorgalanbolsa.com. Apasionado del trading, Galán es licenciado en Económicas con varios postgrados en productos financieros. Destaca el realizado en el Instituto de Estudios Bursátiles de Tesorería. Galán se ha seguido formando en varios cursos más concretos de bolsa, donde ha ido profundizando conceptos sobre Análisis Técnico, Análisis Fundamental, Gestión de Capital y Psicología del Mercado. Los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

The Tale of Two Tapes: Unlocking Profits in the Note Investing MarketIn the world of real estate, there are those who chase physical property, and then there are the "gentle note investors" who look for the hidden gold within the paper. Channeling a bit of Charles Dickens—and perhaps a touch of Bridgerton—Scott Carson recently took to the airwaves for "Note Night in America" to break down two distinct, high-potential investment opportunities. Whether you are looking for the steady rhythm of performing land contracts or the complex, high-reward puzzle of early buyouts (EBOs), the current market is ripe for those ready to take action. Let's dive into the "Tale of Two Tapes" and see where the smart money is moving as we head into the new season.Key Takeaways from This Episode:Exploring the Power of Performing Contracts for Deed: A featured tape included 60 performing contracts for deed (land contracts) primarily centered in Wichita, Kansas. These assets offer a mixture of "rough" properties that were fixed up and owner-financed, as well as new construction homes. These notes boast attractive interest rates between 6.5% and 9.5%, often yielding double-digit returns (10-20%) when purchased at a discount.The Strategic Advantage of EBOs (Early Buyouts): The second tape consisted of 50 nonperforming FHA and VA loans, known in the industry as Early Buyouts. These assets often feature trial payment plans or active foreclosure actions. Investors can find opportunities here by either finishing the foreclosure to gain the property or benefiting from the modified payment plans once the borrower gets back on track.Navigating Tax Implications and Loan Modifications: Buying a note during a trial payment plan requires careful tax planning. If a loan modifies permanently, the IRS may attempt to tax you based on the full loan amount; however, investors can mitigate this by submitting third-party valuation forms to establish a more accurate cost basis based on the purchase price.The "Conversion" Strategy for Higher Yields: For land contracts, there is a unique opportunity to convert them into traditional 30-year mortgages. By working with a Registered Mortgage Loan Originator (RMLO), investors can formalize the paperwork, potentially increasing the asset's long-term value and stability while keeping the existing borrower in place.Hyper-Local Focus vs. National Spread: The tapes showed two different geographical strategies: the 60 land contracts were centrally located in the Wichita market, allowing for easier local oversight. In contrast, the 50 EBOs were scattered across the country, including New York, Texas, Florida, and California, requiring a broader understanding of state-specific foreclosure timelines and bankruptcy laws.Whether you're falling in love with the cash flow of Kansas or navigating the legal intricacies of nonperforming loans, the message is clear: the most successful investors are the ones who stay "in the game" and keep making offers. Note investing isn't just about the numbers on a spreadsheet; it's about finding the opportunity within the problem. As the baseball season kicks off and the market heats up, now is the time to sharpen your due diligence and build your portfolio.Watch the Original VIDEO HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join Note Night in America community today:WeCloseNotes.comScott Carson FacebookScott Carson TwitterScott Carson LinkedInNote Night in America YouTubeNote Night in America VimeoScott Carson InstagramWe Close Notes Pinterest

Allen covers Vestas CEO Henrik Andersen’s optimism on European auction reforms and bilateral CfDs, Australia’s Warradarge wind farm expansion paired with major grid upgrades, New Zealand’s wind-to-hydrogen project, South Korea’s Hanwha Ocean building a new installation vessel, and Siemens Energy’s debate over spinning off Gamesa. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Happy Monday everyone Henrik Andersen has seen a lot of failed auctions. The Vestas chief executive watched subsidy-free tenders collapse in Germany… France… the Netherlands… even his home country of Denmark. Developers wouldn’t bid. The risk was too high. But this week… Andersen stood before investors with different news. The UK’s AR7 delivered eight point four gigawatts. A record. Eight projects approved… including two floaters. Denmark and eight North Sea nations committed to one hundred gigawatts. And Germany’s onshore auction pipeline… is finally moving. Andersen sent thanks directly to Ed Miliband… Britain’s Energy Minister. “Now it’s starting to work.” … The difference? Bilateral CfDs. After watching zero-subsidy models fail across Europe… governments returned to revenue stabilization. Strike prices developers can actually finance. Andersen believes the industry should learn from these auction designs… before repeating old mistakes. Steen Brødbæk at Semco Maritime agrees. Projects are maturing. Suppliers… can finally earn a living. … Vestas identified three priority markets in their annual report. Germany for onshore. North America. And Australia. The drivers? Energy security concerns. Data center load growth. And the AI electricity surge that every grid operator is scrambling to model. As for Chinese OEMs entering European tenders? Andersen would be surprised. “You should never be surprised by anything these days,” he said. “But in this case… I would actually be surprised.” … Down in Western Australia… Warradarge is proving his point about mature markets. Four of thirty additional turbines are now vertical. When the expansion completes… eighty-one machines will generate two hundred eighty-three megawatts. The state’s largest wind farm. Owned by Bright Energy Investments… a joint venture between Synergy and Potentia. One hundred twenty workers at peak construction. And critically… the state is building transmission to match. Clean Energy Link North… the largest grid upgrade in Western Australia in more than a decade… will unlock capacity in the South West Interconnected System. Generation AND grid… moving together. That’s how you hit a 2030 coal exit. … Meanwhile in Taranaki… New Zealand… Vestas secured a twenty-six megawatt order with a twenty-year service agreement. Hiringa Energy is integrating wind with green hydrogen production at scale… serving transport… industry… and agriculture. Turbine delivery begins Q1 this year. Commissioning… Q2 twenty-twenty-seven. One of New Zealand’s first large-scale wind-to-hydrogen projects. The electrolyzer economics are finally penciling. … But you can’t install offshore turbines without vessels. And South Korea just solved a bottleneck. Hanwha Ocean won a three hundred eighty-five million pound contract… to build a WTIV capable of fifteen-megawatt class installations. Korea’s first vessel at that scale. Delivery… early twenty-twenty-eight. Korea expects twenty-five gigawatts of offshore capacity by 2035. They’re not waiting for European vessel contractors. They’re building their own supply chain. Hanwha has now delivered four WTIVs globally. … Not everyone is celebrating. At Siemens Energy… activist investor Ananym Capital is pushing to spin off Siemens Gamesa. CEO Christian Bruch calls the idea reasonable. But timing matters. The wind division must stabilize first. Bruch believes offshore wind can follow the same recovery path as the grid business… which went from crisis… to profitability. Turnaround before transaction. … So, last week we had: CfDs reviving European auctions. Australia building generation AND transmission together. New Zealand coupling wind with hydrogen. Korea investing in installation vessel capacity. And Siemens… working to fix its turbine business before any restructuring. Different geographies. Same lesson. The projects that succeed… are the ones where policy… supply chain… and capital… finally align. … And that is the state of the wind industry for the 9th of February 2026. Join us tomorrow for the Uptime wind energy podcast.

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends driving global markets. With US labour data showing early signs of strain, unemployment rising, and consumer confidence sinking to its lowest levels since 2022, recession risk is moving sharply higher.AI-linked equities face renewed volatility as NVIDIA's blockbuster earnings failed to lift markets, triggering a multi-asset liquidation event. UK data softens further ahead of a critical budget, while currency markets rotate back into dollar strength. Commodities remain mixed—gold clings to key support, copper holds firm, uranium unwinds, and Brent struggles as geopolitical risks collide with weakening macro signals.Key highlights include:✅ US unemployment ticks higher; weekly jobless claims exceed expectations✅ Michigan consumer confidence falls to the second-weakest level since 1990✅ Inflation re-accelerates to 3% YoY, complicating the Fed's December meeting✅ UK retail sales disappoint; PMIs weaken; budget deficit widens✅ Pound breaks key support as UK sentiment deteriorates✅ NVIDIA beats expectations but triggers heavy tech liquidation✅ SPX, AI stocks & leveraged tech positions unwind sharply✅ Oracle CDS jumps as markets question AI-linked debt loads✅ Gold holds support; copper resilient despite broader volatility✅ Uranium sells off as power-demand assumptions face scrutiny✅ Bitcoin drops 24% in November — worst month since June 2022✅ Markets price a 77% chance of a Fed cut on December 10

The  Brutal  Truth About Trading: Steve Ruffley reveals the raw, unfiltered reality of life as a trader in today's fast-paced financial markets. In this episode of the Two Blokes Trading podcast, host Jonathan Farrelly sits down with Steve to discuss the lessons that only decades of trading experience can teach. From the early days on institutional floors to trading large size independently, Steve details why most retail traders fail—and what pros really do differently. With sharp takes on scalping, sentiment-driven volatility, and the mindset that sustains trading success, this episode is packed with perspective, strategy, and a dose of hard truth for any trader ready to grow.

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence.AI stocks face renewed volatility as major tech names correct sharply, while Japan's yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, and Bitcoin slips into a bear trend as whale selling accelerates.Key highlights include:✅ 88% of Americans now living in states in recession✅ US foreclosures up 20%; subprime auto delinquencies worst in 30 years✅ China industrial production & investment disappoint✅ UK unemployment rises to 5%; growth slips to 0.1%✅ AI stocks unwind: Oracle –36%, Tesla –15%, CoreWeave –37%✅ Japanese bond yields break to multi-decade highs✅ Dollar-yen breaks out on fears of Japanese credit risk✅ Precious metals spike but broad commodity supercycle unlikely✅ Copper & uranium driven by AI-linked power demand✅ Bitcoin enters bear market; volatility accelerates✅ Central banks: Fed cut odds fall below 50% due to missing data

The Truth About Trading Success Nobody Teaches; explore how trading discipline, painful losses, and decades of experience shaped one of the most respected traders in the game.Steve Burns shares how he transformed early mistakes into a long-lasting edge through rule-based systems, precise risk control, and a mindset focused on compounding small wins. Whether you are new to trading or refining your system, this episode offers critical lessons on what it truly takes to survive and thrive in the markets.Trading discipline is not just a buzzword. It is the defining trait that separates amateurs from professionals. In this episode, Steve Burns reveals how painful drawdowns, decades of real-world lessons, and a strict focus on risk management helped him achieve lasting success in the markets.With nearly 30 years of trading experience, Steve shares his transition from high-risk speculation to a methodical, rules-based approach. He breaks down how compounding small gains can lead to massive results, why position sizing is critical to trader psychology, and how most traders fail before they even learn what matters.What You'll Learn in This Episode:Core principles of trading discipline and emotional controlHow compounding and small wins drive long-term growthBuilding a system that protects capital and preserves gainsThe role of position sizing in reducing emotional volatilityManaging drawdowns with systematic exitsBacktesting techniques and avoiding data biasTimestamps00:00 – Introduction04:58 – From amateur to professional: learning the hard way10:30 – Compounding: small wins, big future16:20 – Risk control, edge, and protecting profits22:45 – Steve's watchlist and technical setup30:15 – Backtesting strategies and common mistakes37:10 – Current markets, liquidity, and trader sentiment43:50 – What Steve would do differently48:15 – Final thoughts and adviceAbout Two Blokes TradingTwo Blokes Trading is one of the world's biggest trading podcasts, with over 900,000 listeners and a rapidly growing social media app built for traders. Our platform empowers retail traders with AI-driven tools, real-time sentiment analysis, and expert market insights. We turn complex data like insider trades and global trends into smart, actionable trade ideas once reserved for institutions. With cutting-edge technology and clear education, Two Blokes Trading helps everyday traders move faster, think smarter, and trade like professionals.About Steve BurnsSteve Burns is the founder of New Trader U, a veteran trader, educator, and author of more than 17 books on trading strategy, risk management, and psychology. Since 1995, Steve has helped thousands of traders transition from impulsive to intentional trading through structured systems, backtested strategies, and timeless principles.This episode is sponsored by our partnered broker Forex.com. For more information or to setup an account click the link below.https://stonexmarketingpartnerships.ck-cdn.com/tn/serve/geoGroup/?rgid=4&bta=40159 CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 74% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work, and whether you can afford to take the high risk of losing your money. Connect with UsInstagram:

In this week's Macro Mondays, James Brodie is joined by James Todd and Will Cunliffe, as they dive into the latest macro shifts shaking global markets.Trump's proposed $2,000 “tariff dividend” has injected fresh volatility, lifting gold and equities while raising major concerns around inflation, fiscal credibility, and the Federal Reserve's next move.At the same time, US layoffs are accelerating, consumer sentiment has plunged to its second-lowest reading ever, and job openings have collapsed - signalling clear labour-market softness. AI stocks remain under pressure as Michael Burry places heavy short positions, triggering sharp corrections across NVIDIA, Palantir, Meta and other Magnificent 7 names.Meanwhile, structural imbalances deepen across global markets. AI data centres are driving unprecedented electricity demand, commercial real estate delinquencies are spiking, and US yields fluctuate as traders weigh recession risks versus stimulus-driven inflation. Bitcoin hovers around the critical $100k level as whale liquidation continues and its long-standing correlation with the NASDAQ breaks down.Key highlights include:✅ Trump's $2,000 “tariff dividend” sparks inflation fears✅ US layoffs spike; consumer confidence hits second-lowest on record✅ AI stocks sell off sharply as hedge funds rebuild shorts✅ NASDAQ volatility rises; rotation out of crowded tech trades✅ AI data centres drive record power demand and grid strain✅ Commercial real estate delinquencies hit all-time highs✅ Brent crude drifts lower; refinery outages and sanctions support products✅ Bitcoin tests key support at $100,000 amid whale selling✅ Bond markets remain directionless as traders await Fed clarity

Crypto's most controversial trading product might be Wall Street's next obsession. In this interview, Brett Harrison, former president of FTX.US and founder of Architect Financial Technologies, joins to explain how he's aiming to take perpetual futures — crypto's 24/7 leveraged trading engine — to traditional markets like stocks, commodities, and FX. Will this be the next big shift in global finance? Thank you to our sponsors! Mantle Guest: Brett Harrison, Founder & CEO of Architect Financial Technologies  Links: The Defiant: Former FTX US President Brett Harrison to Launch Perpetuals Exchange Timestamps:

Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Kaledora Linn, Co-founder and “Empress of RWAs” at Ostium, joins to break down the rise of on-chain equity perps, the funding-rate chaos that hit 365%, and why she believes the next wave of tokenized assets won't come from exchanges—but from structured liquidity markets. We dive deep into Ostium's hybrid CFD model that blends TradFi mechanics with on-chain transparency, explore why most retail traders can't stomach perp carry costs, and debate what “safe leverage” could look like in an RWA world. The panel also touches on CZ's presidential pardon and Coinbase's new Echo platform, connecting the dots between political optics, capital formation, and how crypto's product design is evolving beyond speculation. Whether you're building perpetual DEXs, tokenizing RWAs, or just trying to survive the next funding-rate spike, this episode unpacks how market design, UX, and regulation will shape crypto's next trillion-dollar frontier. Show highlights

In today's episode of The Hydrogen Podcast, we take a data-driven look at the global hydrogen economy—what's working, what's not, and which production routes will dominate through 2035. No hype, no spin—just economics, technology, and real-world traction.

This week on The Hydrogen Podcast, we cut through the noise to break down the week's biggest hydrogen headlines—from Europe's momentum and Asia's acceleration to America's funding setbacks. The message is clear: the future of hydrogen belongs to projects built on economic strength and operational discipline.

In this special extended edition of the UK Energy Show , Greg Newman and Julian Keites break down Ed Miliband's recent BBC interview and what it really means for household bills, grid investment, and the future of UK energy. From the rising non-commodity costs buried in your electricity bill to the hidden “tax” of net zero infrastructure, we unpack the mechanics behind energy pricing and how government policy is shaping what you pay. We also dive into the promises of 400,000 new green jobs, the role of CFDs and renewables in stabilising costs, and the controversy surrounding Rosebank - the North Sea oil field that could reshape the UK's energy balance. If you've ever wondered why your energy bill isn't falling, or what's really driving government energy decisions, this episode gives you the clearest breakdown yet.CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

Most traders don't fail because of bad strategies — they fail because of how they think. If you've ever felt like every trade has to work, you might be trapped in a scarcity mindset - one that fuels fear, doubt, and hesitation every time you enter the market.In this episode of Talking Trading, trading mentor Louise Bedford talks with mindset expert Rik Schnabel about how to escape the mental traps that sabotage your results. You'll learn how to replace fear with focus, rebuild your confidence, and finally trade with abundance and clarity.

Gold war in diesem Jahr eines der besten Investments und hat über 50 Prozent zugelegt. Die einen Experten warnen jetzt vor Rückschlägen, die anderen sehen Gold schon bald bei 5.000 Dollar pro Unze. „Man kann sogar sagen, Gold ist explodiert. Es können ruhig noch einmal 5 bis 10 Prozent Plus werden. Die Gründe sind vielfältig. Wir haben Multi-Krisen. Und immer wenn es unsicher in der Welt wird, steigt der sichere Hafen Gold", sagt Jens Chrzanowski. Der XTB-Deutschlandchef weiter: „Physisch kaufen würde ich nur, wenn ich wirklich Fort Knox zu Hause habe. Es gibt Wertpapiere: Xetra-Gold und auch ETFs, die man kaufen kann oder für kurzfristiges Handeln CFDs auf Gold. Xetra Gold ist eines der beliebtesten Produkte, wenn es um Gold geht. Eine Tochter der Deutsche Börse ist der Emittent. Das spricht natürlich für Solidität und ist einfach zu handeln. CFDs sind dagegen mehr fürs kurzfristige Traden. Ich kann da auf short oder long gehen." Alle Details im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://www.xtb.com

Welcome to the first episode of The UK Energy Show — your weekly deep dive into what's really driving UK energy prices - and what you can do about it. This week:The aftermath of Storm Amy, and how wind and solar affect power pricesWhy the UK still pays more for electricity than other European countriesEnergy debates from UK politicians at the Energy UK conferenceHow Ukraine's attacks on Russian refineries shake global oil markets Host Martin Stanford interviews energy experts Greg Newman (CEO, Onyx Capital Group) and Julian Keats (Energy Market Specialist, Flux), to break down the latest energy headlines - and what they mean for your home and business bills. 

How Greg Magadini Turned $50k into $1.3 Million Trading Volatility is the mission of Greg Magadini, options trader and Head of Derivatives at Amberdata.With over a decade of experience navigating options markets, Greg has built his reputation on simplifying volatility for traders from retail enthusiasts to institutional portfolio managers. Before Amberdata, he co-founded Genesis Volatility, a pioneering analytics platform for crypto options, where he made professional-grade volatility surfaces and risk tools accessible to everyday traders. His work bridges the gap between traditional options theory and the fast-evolving world of digital assets.Greg's career has been defined by helping traders understand the language of volatility. From variance risk premiums to the term structure of implied volatility, he translates complex derivatives concepts into practical frameworks traders can apply. A disciplined risk manager himself, Greg has experienced firsthand the emotional challenges of trading including drawdowns, feast-or-famine cycles, and the psychological traps that volatility markets set. He approaches trading as both an intellectual puzzle and an emotional discipline, emphasizing sober decision making, risk awareness, and long-term consistency.Today, Greg's voice is one of the most respected in crypto options. Whether he is explaining the nuances of zero-day contracts, highlighting hidden risks in crowded trades, or exploring the macro forces shaping volatility markets, Greg brings clarity, context, and candor. For him, trading options is not about chasing lottery tickets. It is about building repeatable edges, managing exposure, and staying in the game when others get shaken out.What You Will Learn in This EpisodeIn this episode, Greg Magadini and Two Blokes Trading dive deep into the mechanics and mindset of volatility trading. Greg explains why options are ultimately insurance contracts, how variance risk premiums provide the real edge, and why term structure is the silent driver of profits and losses.You will learn how to measure realized versus implied volatility, how to think about risk through the Greeks instead of just strike prices, and why path dependency makes options uniquely challenging. Greg also shares his personal approach to dealing with drawdowns, emotional cycles, and the hidden costs of being a full-time trader.For new and seasoned traders alike, this conversation offers a roadmap to navigating the complexities of options with discipline, clarity, and a sober respect for risk.This episode is sponsored by our partnered broker Forex.com For more information or to setup an account click the link below.https://stonexmarketingpartnerships.ck-cdn.com/tn/serve/geoGroup/?rgid=4&bta=40159CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76%-78% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.About Greg Magadini – GuestGreg Magadini is the Head of Derivatives at Amberdata and a recognized expert in options and volatility trading. He began his career as an options trader in traditional markets before co-founding Genesis Volatility, one of the first analytics platforms to bring professional-grade crypto options data and tools to a wider audience.With more than a decade of experience across derivatives markets, Greg has built his reputation on simplifying volatility and risk management for both institutional and retail traders. His work focuses on translating complex concepts such as variance risk premiums, term structure, and the Greeks into practical strategies that traders can actually...

We're in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. That's not all, we cover:The wild rise of prediction marketsA community question on structuring your core portfolioLuke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with SharesightThanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589).------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The mental edge in trading is the mission of Evan Marks, former hedge fund portfolio manager and founder of M1 Performance GroupWith over 25 years of experience managing institutional capital, Evan now coaches elite performers from professional athletes to high stakes traders on mastering decision making under pressure. Drawing from neuroscience and modern psychoanalysis, he helps clients rewire habits, regulate emotions, and build cognitive resilience in the most volatile environments. After a career defining panic attack at age 46, Evan sold his fund, returned to study, and committed his life to helping others navigate the psychological demands of high performance careers.Today, Evan's work lives at the intersection of peak performance and emotional intelligence. His frameworks such as aggressive patience and momentum beats motivation help top traders shift from impulsive reactions to intentional behavior. Whether he is coaching a NASCAR pit crew or a billion dollar portfolio manager, Evan brings science backed tools, practical insight, and a deep belief that long term success starts with the mind. For him, trading is not just about strategy. It is about stamina, self awareness, and staying sharp every single day.What You'll Learn in This EpisodeIn this episode, Evan Marks and Two Blokes Trading explore why traders are performance athletes and how mastering your internal game is essential for long term success. Evan explains why emotions are data, not distractions, and how ignoring them leads to reactive decisions, burnout, and self sabotage.You will learn how to implement techniques like mental space creation, emotional labeling, and conscious habit building that are used by elite athletes and fund managers. Evan breaks down the concept of aggressive patience, a state of calm readiness, and explains how building momentum through daily practices outperforms motivation over time. This episode provides powerful insights for traders who want to build consistency, clarity, and resilience in their approach to the markets.About Evan Marks – GuestEvan Marks is the founder of M1 Performance Group and a former hedge fund portfolio manager with more than 25 years of experience in institutional trading. After stepping away from Wall Street, Evan shifted his focus to coaching high performers across finance, sports, and business on the psychology of decision making under pressure.His coaching integrates neuroscience, behavioural training, and psychoanalytic methods to help clients develop mental clarity, emotional regulation, and consistent performance. Today, Evan is known for teaching concepts like aggressive patience and momentum through repetition, making him a trusted voice in trading psychology and performance development.This episode is sponsored by our partnered broker Forex.com. For more information or to setup an account click the link below.https://stonexmarketingpartnerships.ck-cdn.com/tn/serve/geoGroup/?rgid=4&bta=40159 CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76%-78% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

In this week's Macro Mondays, James Brodie, James Todd, and Spyridon Kokas, break down a week of record highs and rising uncertainty. Japan's new Prime Minister, Senae Takaichi, pledged sweeping stimulus, sending the Nikkei up nearly 5% and the Yen down 2%, as debt fears grew. In Europe, French Prime Minister Lecornu resigned after less than a month, driving Euro weakness and a sell-off in French bonds, now yielding above Italy's. U.S. data remains scarce amid the government shutdown, with consumer confidence plunging and UBS pegging recession odds at 90%. Gold surged to new all-time high alongside the S&P500, Nasdaq, NVIDIA, and Bitcoin, while silver, platinum and palladium also surged higher; however, Brent struggled near $65/bbl. Bitcoin hit fresh records as liquidity flooded risk assets. With Powell set to speak and four Fed cuts priced in, the team debates whether gold's relentless rally or the market's euphoria is telling the real macro story.

Sponsored by Pepperstone UK traders — this one's for you. Is spread betting truly tax-free? What if it's your only income? What if you're making serious money from it? In this episode, I break down the latest 2025 HMRC updates on spread betting and taxation, including some surprising clarifications buried in their official guidance. You'll discover: Why spread bets are treated differently from CFDs and futuresThe myth of “if it's your main income, you'll be taxed”What HMRC now says about professional gamblersWhy UK traders might have the best deal in the world (for now) Plus: A full blog post with links to the official guidance is available at TradersMastermind.com

In this week's Macro Mondays, James Todd is joined by Spyridon Kokas and Mita Chaturvedi to dissect a turbulent week in markets. President Trump has unveiled plans for sweeping new tariffs, including a 100% tariff on pharmaceutical imports, just as Washington stares down another potential government shutdown at the October 1st deadline. The Dollar continues to weaken, with Treasury yields sliding as faith in U.S. data erodes and the Fed faces pressure to accelerate rate cuts. Gold and silver both powered to record highs on surging ETF demand, while the Dollar-Yen teeters as the Bank of Japan signals a hawkish tilt. Brent struggles to hold above $70/bbl amid Russian supply hits and a surprise surge in Indonesian exports to China. In equities, Boeing rebounds on a huge Turkish Airlines order, even as the S&P 500 consolidates after recent losses. With non-farm payrolls and critical inflation prints due this week, markets are bracing for another bout of volatility. 

¿CFDs, futuros, opciones, puts, calls… te suenan a chino cuando entras en tu bróker? Hoy en Finect Talks desmitificamos los derivados financieros de la mano de Juan Enrique Cadiñanos, Head of Europe en Naga Markets. En este episodio hablamos sobre qué es un derivado y por qué existen, diferencias entre comprar una acción y operar con derivados, cómo funcionan CFDs, futuros, opciones y warrants con ejemplos prácticos y los riesgos, errores comunes y cómo acercarse con seguridad a estos instrumentos “avanzados”. Esta semana en El Corrillo, Alicia Navarro nos trae la actualidad de mercados: el rally del oro y las mineras, la renta fija con Fidelity, la bolsa y el IBEX 35, y mucho más. Además, estrenamos la sección "Largoplacistas", una sección patrocinada por Crescenta, centrada en inversión en capital privado y activos alternativos. El Corrillo: enlaces de los artículos: ➡️ Finect: Los fondos de mineras se doblan en 2025, ¿seguirá el rally del oro? https://www.finect.com/usuario/avillanuevae/articulos/los-fondos-de-mineras-se-doblan-en-2025-100-al-calor-de-un-oro-en-maximos-seguira-el-rally ➡️ Mente Abierta: Franklin Templeton sobre el papel del oro como refugio https://www.youtube.com/watch?v=HY_5egc2yoE ➡️ L&G: Las mineras de oro brillan, ¿cuánto durará esta racha dorada? https://www.finect.com/usuario/alicia-navarro/articulos/las-mineras-de-oro-brillan-cuanto-durara-esta-racha-dorada ➡️ Fidelity: Perspectivas para renta fija, la placidez oculta riesgos https://www.finect.com/grupos/fidelity_espana/articulos/perspectivas-para-renta-fija-la-placidez-que-se-respira-en-los-mercados-oculta-unas-perspectivas-espinosas ➡️ MAPFRE: Bolsas en máximos, ¿comprar o cautela? https://www.finect.com/grupos/mapfre-am/articulos/bolsas-en-maximos-comprar-o-cautela-para-los-inversores ➡️ Finect: Invertir con las bolsas en máximos https://www.finect.com/usuario/avillanuevae/articulos/invertir-con-las-bolsas-en-maximos ➡️ Renta 4: La banca impulsa al IBEX, ¿hasta cuándo? https://www.finect.com/grupos/renta-4-gestora/articulos/la-banca-impulsa-al-ibex-hasta-cuando ➡️ Finect: Mejores cuentas remuneradas https://www.finect.com/usuario/AsunInfante/articulos/mejores-cuentas-remuneradas ¿Tienes sugerencias para nuestra nueva sección de comparativas de productos financieros? Escríbenos en comentarios de iVoox o Spotify, o por WhatsApp: 663 160 194 *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*

ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from Futures and Options to CFDs—are crucial risk management tools designed to shift, not destroy, market risk. The episode frames this through the practical scenario of advising a regional airline on hedging its largest cost: fuel price exposure. Steve details the non-mechanical, iterative process of understanding controllable versus unknowable factors, emphasizing that effective risk management forces explicit trade-offs to achieve strategic goals. The discussion covers the diverse hedging approaches of airlines and E&P companies, focusing on product selection, instrument choice, and the critical challenge of basis risk. He shares insights on managing for quantifiable success over predicting "black swan" events, and the shift towards optimizing the "efficiency of a risk dollar" for specific cash flow targets. Listeners will also learn about interpreting complex market data like Commitment of Traders (COT) reports to avoid speculative biases and navigating unique market structures, such as the current "smiley curve" in crude futures. This episode underscores the risk manager's role as a "therapist," helping strategic leaders make informed decisions by understanding the sacrifices required to meet their objectives

The UK's clean energy ambitions depend on more than just building wind farms and solar arrays they rely on the systems and schemes that decide how those projects connect to the grid and how they sell their power.From the long-established Contracts for Difference (CfD) auctions to the upcoming Clean Power 30 reforms, the rules and incentives that have shaped renewable deployment are now under pressure. With the volume of projects in the pipeline and 2030 targets approaching fast, the question is whether these mechanisms are fit for today's pace of change.Without changes to connection processes and offtake frameworks, gigawatts of clean energy could stay stuck in the queue, missing climate deadlines and adding costs. Reforming these systems is critical to delivering the UK's 2030 decarbonisation goals.In this special Transmission × Energy Revolution Podcast crossover, Sulaiman Ilyas-Jarrett, who has worked at the heart of government energy policy joins Modo Energy's Ed Porter to explore: How today's grid connection schemes work and where delays are building up. The role CfDs have played in accelerating renewables, and the limitations they now face.What Clean Power 30 could mean for developers, investors, and the wider market. The balance between speed, fairness, and system stability in connecting new generation. Lessons from inside government on designing schemes that actually deliver.About our guestSulaiman Ilyas-Jarrett is a recognised leader in energy and climate policy. Formerly Head of Policy and Strategy for Renewable Delivery at the UK Department for Energy Security and Net Zero, and a Policy Fellow at the University of Cambridge, he brings deep expertise in renewable energy systems, market design, and policy innovation. With a career spanning government, academia, and climate advocacy, Sulaiman has shaped strategies to accelerate the energy transition and unlock renewable deployment at scale.Connect with Sulaiman on LinkedInAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

The UK's clean energy ambitions depend on more than just building wind farms and solar arrays they rely on the systems and schemes that decide how those projects connect to the grid and how they sell their power.From the long-established Contracts for Difference (CfD) auctions to the upcoming Clean Power 30 reforms, the rules and incentives that have shaped renewable deployment are now under pressure. With the volume of projects in the pipeline and 2030 targets approaching fast, the question is whether these mechanisms are fit for today's pace of change.Without changes to connection processes and offtake frameworks, gigawatts of clean energy could stay stuck in the queue, missing climate deadlines and adding costs. Reforming these systems is critical to delivering the UK's 2030 decarbonisation goals.In this special Transmission × Energy Revolution Podcast crossover, Sulaiman Ilyas-Jarrett, who has worked at the heart of government energy policy joins Modo Energy's Ed Porter to explore: How today's grid connection schemes work and where delays are building up. The role CfDs have played in accelerating renewables, and the limitations they now face.What Clean Power 30 could mean for developers, investors, and the wider market. The balance between speed, fairness, and system stability in connecting new generation. Lessons from inside government on designing schemes that actually deliver.About our guestSulaiman Ilyas-Jarrett is a recognised leader in energy and climate policy. Formerly Head of Policy and Strategy for Renewable Delivery at the UK Department for Energy Security and Net Zero, and a Policy Fellow at the University of Cambridge, he brings deep expertise in renewable energy systems, market design, and policy innovation. With a career spanning government, academia, and climate advocacy, Sulaiman has shaped strategies to accelerate the energy transition and unlock renewable deployment at scale.Connect with Sulaiman on LinkedInAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

In this episode of Flux Insights, Group Head of Research Harry Tchilinguirian, Quantitative Research Associate Harinder Sandhu, and Research Associate Mita Chaturvedi analyse the latest developments in crude oil and refined product markets - including a sharp drop in Brent prices, CTA positioning reversals, and fresh insights from Onyx's proprietary COT data. With technical pressure building across Brent and gasoil futures, the team highlights key support levels, bearish momentum signals, and what traders should watch heading into mid-August.They also unpack the impact of recent supply disruptions in Azeri crude on the naphtha market, examine the unwinding of long positions, and spotlight a high-conviction trade idea in DFL. Combining market structure analysis, technical signals, and proprietary trading data, this episode offers a comprehensive view for anyone navigating the oil markets.This episode was recorded at 9am BST on 6th August, 2025

In this episode, Austin sits down with James Bruce for a deep-dive catch-up on his recent trading success, life updates, and key lessons from coaching inside the Black Shirt Club.Sponsor: Top One FuturesLink: https://www.asfx.biz/tof Code: ASFX for 55% off Sponsor: TradezellaLink: https://tradezella.com?fpr=asfx Code ASFX for 20% off

In Episode 12 of the Two Blokes Trading Podcast, veteran trader Chris Tubby shares insights from over 50 years in the financial markets, explaining why bear markets are his favorite playground.From trading cocoa on chalkboards in the 1970s to calling the 2020 crash ahead of time, Chris has traded through every type of market and technological shift. In this episode, he unpacks his personal strategy for thriving in market downturns, explains how to build consistency through smart risk management, and offers guidance on trading psychology for both new and experienced traders.Listeners will learn why most retail traders fail, how to build emotional resilience, and how to manage positions during volatility. Chris also covers his views on global macro risks, including tariffs, inflation, and debt, and explains how these forces could shape the next potential crash.For traders seeking to improve, this episode provides a rare and unfiltered perspective from someone who has truly seen it all. Chris also shares details of his flagship Master Trading eBook, mentorship programs, and an exclusive 20% discount for Two Blokes Trading listeners.What You'll Learn in This Episode :This episode offers practical, experience-based insights that go far beyond technical setups. Chris Tubby explains how traders can build an edge by embracing rather than fearing bear markets. He outlines his core framework for risk control, including setting daily loss limits, trade journaling, and developing emotional detachment from trades.Listeners will discover the psychological traps that derail retail traders, the crucial difference between demo and live trading, and how asset class rotation helps identify a trader's ideal market. Chris also explores real-world scenarios from the commodity booms of the past to macroeconomic volatility driven by tariffs, inflation, and geopolitical tension.Chris explains why he prefers futures over CFDs, the tools he uses for timing (including pivot points and Fibonacci), and how he applies multi-chart setups like candlestick, Heiken Ashi, and point-and-figure analysis. He also shares a structured approach to entering and exiting trades in zones, scaling in and out, and managing stop-loss placement during market swings.With decades of experience and a direct, no-hype teaching style, Chris provides a high-value session ideal for serious traders looking to level up. He also offers a 20% discount on his 750-page Master Trading eBook and mentoring programs by using code 2BT25 before the end of August.

https://tradingnut.com/aaron-luce-2/ Aaron's Links