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Elizabeth Burton, Chief Strategist at Fortress Investment Group, assesses the broader investment landscape and where she sees opportunity as investors balance growth against emerging risks. Health care takes center stage as Courtney Breen of Bernstein breaks down developments involving Moderna and Merck and what they mean for biotech and pharmaceutical investors as both stocks soar following promising results in a late-stage trial. Moderna jumped nearly 200%. Lo Toney of Plexo Capital tackles a key question in the AI race: is OpenAI losing momentum? Our Eunice Yoon reports on a Chinese humanoid robotics company going public and what the deal reveals about China's ambitions in robotics and AI. Finally, Kate McShane of Goldman Sachs analyzes the latest retail movers, reacts to Target and previews Walmart earnings as investors search for fresh signals on the health of the consumer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Michael Green, Senior Executive Advisor of Tier1 Alpha Asset Management and former Chief Strategist at Simplify Asset Management discusses how he's now focusing on exchange-traded funds and separately managed accounts. See omnystudio.com/listener for privacy information.
August 4, 2026 ~ John Sellek, CEO and Chief Strategist at Harbor Strategic discusses primary day in Michigan and how the Haley Stevens, Abdul El-Sayed race has become the most watched race in the country. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
If markets no longer price value, then what's actually setting the price?Raise Your Average hosts Pierre Daillie and Adam Butler sit down with Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, for a deep dive into the passive investing thesis he has spent over a decade researching, defending, and stress testing.Green argues that trillions of dollars flowing automatically into index funds via 401(k)s, RSPs, and defined contribution plans have created a market where price no longer reflects judgment about value. He walks through the mechanics of the "inelastic market hypothesis," the outsized role of leveraged and levered sector ETFs like SOXL, the Grossman-Stiglitz framework and why its core assumptions no longer hold, and why active and value investing have become structurally disadvantaged in the current regime.The conversation also covers the 2026 macro backdrop of a US-Iran conflict, an oil shock, and equities at all-time highs despite it, the risk of a passive "end stage," and where genuine diversification (like managed futures) still fits. It's a candid, occasionally combative, and consistently illuminating discussion for anyone trying to understand why markets are behaving in ways that don't match historical patterns.Chapters00:00 – Introduction: has the market stopped pricing risk?08:00 – Welcome to Michael Green; setting up 2026's contradictions09:00 – The 50-year shift into "all equities all the time"10:00 – How ETF mechanics reduce market elasticity12:00 – Why pod shops and passive flows ignore fundamentals entirely13:00 – Leveraged sector ETFs (SOXL) aren't really passive15:00 – Echoes of the dot-com bubble: 1999 vs. today18:00 – Circular funding and Mag Seven earnings41:00 – Momentum, autocorrelation, and portfolio construction under passive dominance44:00 – Pushback from the Financial Times and mainstream finance media44:30 – Malkiel's Paradox of Skill and the Grossman-Stiglitz framework, unpacked47:00 – Why the "equal endowment" assumption is false49:00 – The large-stack player sets the terms of the market50:00 – The Inelastic Market Hypothesis (Gabaix and Koijen) and Green's updated multiplier estimates52:00 – Facilitators vs. correctors: why Citadel and Jane Street are thriving55:00 – The Newtonian vs. quantum physics analogy for market scale57:00 – GameStop, Michael Saylor, and self-liquidating vehicles1:13:00 – Market cap concentration data and transaction cost asymmetries1:15:00 – Why cap weighting has flipped from historically losing to structurally winning1:17:00 – Stein's Law and the coming correction1:18:00 – Why value investing is a "negative selection criteria" right now1:21:00 – Where active investors can still add value: becoming facilitators1:22:00 – Managed futures as liquidity provision and portfolio ballast1:25:00 – Capacity constraints and closing thoughts#MichaelGreen #PassiveInvesting #RaiseYourAverage #SimplifyAssetManagement #ETFs #IndexFunds #MarketStructure #InelasticMarketHypothesis #ActiveManagement #ValueInvesting #ManagedFutures #Macro #InvestingPodcast #StockMarket #FinancePodcast #WallStreet #PortfolioManagement #MarketBubble #AdvisorAnalyst
July 28, 2026 ~ John Sellek, CEO & Chief Strategist, Harbor Strategic was at yesterday's Trump event in Milford. He tells Chris Renwick and Lloyd Jackson how it went and what was said. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Leadership Series from a sailing boat with Dr Hynd and Prof Tamas David-Barrett BAL Leadership Series Leadership Series with Dr Hynd and Prof Tamas David-Barrett Episode 107 . We are delighted to announce the next session of our Leadership Series, featuring a distinguished guest: Prof. Tamás Dávid-Barrett (University of Oxford). . Prof. Dávid-Barrett will be presenting insights from his book Gender Species, which explores how gender norms emerge and evolve across cultures. His research provides a fresh, cross-disciplinary perspective on one of the most important conversations of our time: how gender shapes, and is shaped by, societies worldwide. . Bringing together expertise from economics, network science, anthropology, and biology, Prof. Dávid-Barrett is also the CEO and Chief Strategist of Future Human Systems Research (FHSR Global), a pioneering firm studying how artificial intelligence will reshape global economies and human systems. His career bridges both macroeconomic research and evolutionary science, spanning more than forty countries, and his academic journey includes appointments at Oxford, École des Ponts Business School (Paris), Universidad del Desarrollo (Chile), and the Kiel Institute for the World Economy (Germany). He is also a Fellow of the Royal Anthropological Institute. As a thought leader, Prof. Dávid-Barrett engages business leaders, investors, policy makers, and scientists on the long-arc forces transforming societies, economies, and cooperation in the age of AI. ✨ This session promises to be a thought-provoking exploration of gender, culture, and the future of human systems. get your copy of the book: https://www.amazon.com/Gendered-Speci... meet Prof Tamas David-Barrett: / tamasdb #sailing #boat #genderequality #leadership #humanscience #economicgrowth #humanbehavior #oxford #trinitycollege
THE EMBC NETWORK featuring: ihealthradio and worldwide podcasts
Leadership Series from a sailing boat with Dr Hynd and Prof Tamas David-Barrett BAL Leadership Series Leadership Series with Dr Hynd and Prof Tamas David-Barrett Episode 107 . We are delighted to announce the next session of our Leadership Series, featuring a distinguished guest: Prof. Tamás Dávid-Barrett (University of Oxford). . Prof. Dávid-Barrett will be presenting insights from his book Gender Species, which explores how gender norms emerge and evolve across cultures. His research provides a fresh, cross-disciplinary perspective on one of the most important conversations of our time: how gender shapes, and is shaped by, societies worldwide. . Bringing together expertise from economics, network science, anthropology, and biology, Prof. Dávid-Barrett is also the CEO and Chief Strategist of Future Human Systems Research (FHSR Global), a pioneering firm studying how artificial intelligence will reshape global economies and human systems. His career bridges both macroeconomic research and evolutionary science, spanning more than forty countries, and his academic journey includes appointments at Oxford, École des Ponts Business School (Paris), Universidad del Desarrollo (Chile), and the Kiel Institute for the World Economy (Germany). He is also a Fellow of the Royal Anthropological Institute. As a thought leader, Prof. Dávid-Barrett engages business leaders, investors, policy makers, and scientists on the long-arc forces transforming societies, economies, and cooperation in the age of AI. ✨ This session promises to be a thought-provoking exploration of gender, culture, and the future of human systems. get your copy of the book: https://www.amazon.com/Gendered-Speci... meet Prof Tamas David-Barrett: / tamasdb #sailing #boat #genderequality #leadership #humanscience #economicgrowth #humanbehavior #oxford #trinitycollege
Interview recorded - 21st of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Mike Green. Mike Green is Chief Strategist and Portfolio Manager at Simplify Asset Management, and one of the most influential voices on market structure in finance today.During our conversation we spoke about the current situation in markets, the ever increasing leverage through ETF's, what this means for market structure, geopolitical impact and more. I hope you enjoy!0:00 - Introduction1:14 - Overview of the economy and markets?9:02 - Leverage in market12:26 - Hyperscalers fundraising 16:42 - Systemic credit risks?19:04 - Markets driving economy?21:46 - Strong economy24:56 - Geopolitical impact28:23 - China and BRICS29:55 - Plaza accord 2.0?35:00 - US rising vs China?38:52 - FED/treasury backstopping40:26 - Financial nihilism41:42 - One message to takeawayMichael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
We are excited to welcome entrepreneur Kimberly Hardcastle, another icon in our industry, as today's guest. Kimberly is the Chief Strategist at Freeman and one of the industry's most respected leaders in event marketing and strategy. Kimberly is a speaker, a writer for the PCMA Convention, and a leader recognized by IAEE with the Educator of the Year and Woman of Achievement awards. Stay tuned for Kimberly's practical insights on leadership, personalization, trust, AI, and the direction the meetings and events industry is headed. Kimberly's Journey Kimberly originally studied Spanish with an emphasis in business, planning to facilitate international trade. After her husband's military career took them to Maine and Scotland, she focused on marketing and eventually joined MDG, a marketing agency specializing in trade shows. When the founder began planning for retirement, Kimberly purchased the business, grew it twentyfold, expanded across the United States and internationally, acquired Tag Digital in the UK, and later became Chief Strategist at Freeman. Noticing Potential When Kimberly purchased MDG, she saw far more potential than the business had been built to pursue. The agency already had trust and a strong reputation, but she believed it had only scratched the surface. By expanding geographically, broadening its services, and investing in growth, the company scaled far beyond its original size. Relevant Events The meetings and events industry is changing too quickly to continue operating in default mode. AI, changing attendee expectations, and evolving buying behavior require organizers to question long-held assumptions and continually adapt their events so they remain relevant in the future. The Trade Show Floor Attendees now complete much of their research before arriving at an event. Instead of discovering companies for the first time, many arrive ready to compare options, ask detailed questions, test products, and determine whether a solution fits their company and timeline. The trade show floor has become a place where buying decisions are more likely to convert. Reaching Attendees Email remains important, but it should no longer be the primary marketing channel for events. Event organizers need to expand into additional channels, optimize their websites for answer engine optimization, and use tools such as LinkedIn collaborative posts to reach audiences where they are already searching for information. Better Booth Experiences Exhibitors should bring the right mix of people to their booths, including engaging salespeople and knowledgeable subject matter experts. Instead of simply scanning badges for follow-up, you should create hands-on experiences that allow attendees to explore products, ask difficult questions, and build confidence in their decisions. Building Trust You build trust by showing that you understand the challenges your audience is currently facing. Rather than relying on generic claims about event size or the number of sessions, your messaging should demonstrate that you understand changing regulations, rising costs, shifting customer expectations, and other issues affecting your industry. Authentic Human Interaction As AI-generated content becomes more common, authentic human interaction becomes even more valuable. Live events offer experiences that cannot be replicated at a desk, including human connection, trust, hands-on product demonstrations, spontaneous conversations, and opportunities to learn directly from other attendees and subject matter experts. Personalization Personalization is no longer about simply using someone's name in an email. By using attendee data responsibly, organizers can recommend sessions, exhibitors, introductions, and experiences that align with each attendee's specific objectives while still allowing room for unexpected discoveries throughout the event. Understanding the Next Generation Millennials and Gen Z are changing how products, companies, and events are discovered. Although they are digital natives, they value face-to-face events because they build confidence, professional relationships, mentoring opportunities, and interpersonal skills that cannot be developed through screens alone. Focus Areas As a business owner, you should focus on the areas where you create the greatest value and surround yourself with people whose strengths complement your own. Putting the right systems, processes, and people in place allows your business to grow without sacrificing quality or client experience. The Future of the Industry Kimberly believes AI will help event professionals accomplish more with fewer resources while creating increasingly personalized event experiences. She feels there is still significant opportunity to keep communities engaged throughout the year rather than limiting engagement to the days when the event takes place. She expects face-to-face events to become even more valuable as AI continues to reshape how people work and communicate. Bio: Kimberly Hardcastle As Chief Strategist at Freeman, Kimberly drives participation, elevates experiences, and future-proofs events for Freeman clients. With a Master of Science in Business Administration, over two decades of industry experience, and a unique ability to shift between analytical and creative thinking, she brings both discipline and imagination to solving complex challenges. Her expertise in event marketing, strategic planning, tactical execution, and organizational design was shaped during her 24-year tenure at mdg, the agency she helped build before eventually selling to Freeman. Kimberly is a CEM faculty member, a Krakoff Leadership Institute alumna, and has been named by IAEE as an Educator of the Year and a Woman of Achievement. She has a monthly column in PCMA's Convene magazine and is a frequent presenter at SISO, PCMA Convening Leaders, Expo! Expo! and Lippman Connects events. She's also the wife of a retired Navy pilot, mom of a recently graduated Horned Frog, Peloton addict, reader, runner and believer in civil rights. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Kimberly Hardcastle On LinkedIn
Fundraising doesn't have to feel like a constant race.In this episode of Nonprofit Nation, Julia Campbell sits down with Chad Barger, fundraising strategist, speaker, and founder of Productive Fundraising, to explore why slowing down may actually be the key to raising more money and building stronger donor relationships.Inspired by the principles of Slow Productivity, Chad introduces the concept of Slow Fundraising, a more intentional, sustainable approach that helps nonprofit organizations focus on what truly moves the needle instead of getting caught in an endless cycle of more campaigns, more events, and more asks.Together, Julia and Chad discuss how nonprofit leaders can reduce burnout, prioritize meaningful donor stewardship, and create fundraising cultures that value quality over quantity. They also explore how technology and AI can support fundraising efforts without replacing the human connection that donors value most.Whether you're a development professional, executive director, or nonprofit leader looking to create healthier fundraising practices, this conversation offers practical strategies for building a more sustainable path to long-term success. In This Episode, You'll Learn: Why doing more isn't always the best fundraising strategy. What "Slow Fundraising" really means and why it matters. How to identify the fundraising activities that have the greatest impact. The connection between fundraiser burnout and organizational culture. Why quality donor relationships outperform constant activity. How nonprofit leaders can build healthier, more sustainable fundraising teams. The role AI and technology should play in supporting—not replacing—human relationships. Practical ways to simplify fundraising while improving long-term results. About Chad BargerChad Barger is the Chief Strategist and Owner of Productive Fundraising, where he helps nonprofit professionals fundraise more efficiently and effectively through practical, research-based strategies. An internationally recognized speaker and trainer, Chad specializes in helping small and mid-sized nonprofits improve fundraising performance while creating healthier, more sustainable development programs.He teaches fundraising at Messiah University and is one of only a select group of fundraising professionals worldwide to hold the prestigious Advanced Certified Fund Raising Executive (ACFRE) credential. Through coaching, consulting, and speaking, Chad equips nonprofit leaders with actionable strategies to strengthen donor relationships, improve productivity, and reduce burnout. Resources & Connect with Chad
When Black women mobilize, democracy wins, says Atima Omara. She's written a new book called The Instigators: How Black Women Have Been Essential to American Democracy (And What We Can Learn from Them) and joins host Ali Muldrow to talk about how Black women have fought against racism and sexism and instigated for a more just society. As voters prepare to cast their ballots in the upcoming state and federal elections, the future of our multi-racial democracy stands in the balance. Omara says it's important to work within the Democratic party in order to make it even more inclusive, like Fannie Lou Hamer did. She says the most effective politicians are the ones who stay focused on everyday people. Omara wrote this book with other Black women and people of color in mind. She wanted to decenter the voices of people who are white, male, cis-gender, wealthy, raised in cultural centers on the coasts, etc. They also talk about the recent wave of democratic socialist candidates, white comfort and patriarchy, and how Black women are to thank for so many intellectual and cultural touchstones. Atima Omara is the Founder and Chief Strategist of Omara Strategy Group—a progressive political and advocacy consulting firm—and the author of the new book The Instigators: How Black Women Are Essential to American Democracy (And What We Can Learn from Them). Featured image of the cover of The Instigators: How Black Women Are Essential to American Democracy (And What We Can Learn from Them). Did you enjoy this story? Your funding makes great, local journalism like this possible. Donate hereThe post When Black Women Mobilize, Democracy Wins appeared first on WORT-FM 89.9.
Brandon Sedloff and Elizabeth Burton explore the shifting landscape of institutional investing, macro strategy, and the growing case for credit over traditional private equity allocations. Burton brings a unique perspective shaped by her time as an allocator at the Maryland State Retirement System and as CIO of the Employees' Retirement System of Hawaii before joining Fortress Investment Group as chief strategist. The conversation touches on her unconventional path into finance, the lessons she learned managing public pension capital, and why she believes floating rate credit deserves a larger role in institutional portfolios. They discuss: - Why floating rate credit offers better downside protection and fee alignment than private equity in a higher-rate environment - How debt monetization and money supply growth could push inflation back above 4% by year-end - Why AI is creating a divide between investors who can move quickly on co-investment opportunities and those constrained by governance structures - The consumer credit opportunity in prime and near-prime segments that many institutional investors are overlooking - How anchoring investment strategy to a single variable like the 10-year Treasury can simplify decision-making across asset classes This episode offers a clear-eyed view of the challenges facing institutional investors in the 2030s and the strategic shifts required to meet return targets in a persistently higher rate world. Topics: (00:00:00) - Intro (00:02:30) - Elizabeth Burton's early life and path to finance (00:03:50) - From horse farm to Wall Street (00:06:10) - College choice and French politics major (00:09:08) - First finance role and Santa Barbara internship (00:12:16) - Mortgage-backed securities and Chicago MBA (00:15:55) - Baltimore payments consulting detour (00:19:37) - Transition to LP side at Maryland Retirement (00:26:20) - Becoming CIO in Hawaii (00:32:30) - Joining Fortress as chief strategist (00:35:25) - The strategist role and economics anchor (00:41:00) - Fortress overview and consumer focus (00:44:10) - Inflation outlook and floating rate credit case (00:47:20) - The bunker portfolio thought experiment (00:51:30) - AI creating investor haves and have-nots (00:54:30) - Closing Links: Brandon Sedloff LinkedIn — https://www.linkedin.com/in/bsedloff/ Website — https://brandonsedloff.substack.com/ Elizabeth Burton LinkedIn — https://www.linkedin.com/in/elizabethtburton/ Companies: Fortress Investment Group — https://www.fortress.com/investors/financial-advisors Juniper Square — https://junipersquare.com
Today's bull market just keeps building with stock indexes reaching record highs, AI buildout booming, and blockbuster IPOs smashing records. It's giving the ‘90s… and we know how that ended. On this episode of The Important Part: Investing with Liz Thomas, Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, takes us back in time to understand the years of build up before the Dot-Com crash and what we can learn from that history today. Dan also shares his perspective on the unbridled enthusiasm in the market, how the explosion of AI is similar to and different from the Dot-Com era, and the potential opportunities lost when investors assume a burst is coming. No one will ring a bell at the top, so how do you befriend the bubble? This episode is for informational purposes only and should not be considered investment or financial advice. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat. Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2026 Social Finance, Inc. All Rights Reserved.
Hear key analysis on this morning's Jobs Report - and what it means for the Fed, rates, and markets - with CNBC's own Carl Quintanilla, Leslie Picker, and Michael Santoli alongside Rick Santelli, Goldman's Chief Economist, and JPMorgan Asset Management's Chief Strategist this hour. Plus: AI demand concerns growing - and taking down chip stocks in Asia... hear one industry analyst make the case for OpenAI and Anthropic to NOT join public markets. Elsewhere this hour: details on one BBQ item seeing record prices, and why Blue Owl shares are gaining in the early trade despite more redemptions from 2 private credit funds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, host Mark Benzaquen sits down with Steve Sosnick, Chief Strategist at Interactive Brokers, to explore the evolution of volatility from a simple pricing input to a full-fledged asset class. Steve breaks down the VIX, pushes back on the "fear gauge" label, and shares how investors at every level are using volatility-linked products to hedge risk and capture opportunity — before the conversation takes a lighter turn on life, karaoke, and loving what you do.
In this episode, host Mark Benzaquen sits down with Steve Sosnick, Chief Strategist at Interactive Brokers, to explore the evolution of volatility from a simple pricing input to a full-fledged asset class. Steve breaks down the VIX, pushes back on the "fear gauge" label, and shares how investors at every level are using volatility-linked products to hedge risk and capture opportunity — before the conversation takes a lighter turn on life, karaoke, and loving what you do.
The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market -- trading near record highs -- appears it couldn't care less.And the economy continues to chug along nicely, currently forecasted to grow at 2.5% in Q2. And even despite conusmers' stated concerns, retail sales remain resilient and even surprised to the upside last month.Are those worried about a consumer-driven slowdown, or perhaps even recession, too pessimistic?Or, is there greater danger lying beneath the surface data than most are aware of.To find out, we have the good fortune to speak today with Danielle DiMartino Booth, CEO & Chief Strategist for QI Research LLC and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America"WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#recession #kshapedeconomy #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
The challenge is no longer just what AI can do, but whether people have enough confidence to use it. As AI adoption accelerates, trust is becoming one of the biggest barriers to scale – the difference between experimentation and widespread transformation. Because the companies that benefit most from the technology may not be the ones with the most advanced capabilities, but those that create enough trust for people to use it. So what does it take to create systems where decisions and risk can be understood, measured and trusted? Because trust isn't something technology can ask for, it's built through experience, transparency, governance and fairness. AI isn't just making us more productive. It's influencing decisions that impact people's lives and driving widespread change in how we work, think and choose. If the future is AI-led - understanding what's inside the "black box" matters more than ever. Simon McDougall, Chief Strategist for Privacy and AI at ZoomInfo, and Avtar Benning, director in Deloitte's Trustworthy AI offering, join us in The Green Room as we ask: Can we trust something we don't fully understand? Tune in to find out: How the pace of adoption is making trust harder What AI can learn from aeroplanes and food hygiene ratings The three foundations needed to build trust at scale Why AI and humans fail differently This episode is part of The Green Room's series exploring the AI future for the UK. Listen to the full series now, starting with our 100th episode: What will be the last job on earth? Visit our website to learn more about this topic and find suggestions for other episodes: deloitte.co.uk/greenroompodcasts Find out more about Scope, one of Deloitte's national charity partners: scope.org.uk Guests: Simon McDougall - Chief Strategist for Privacy & AI, ZoomInfo and Avtar Benning – Director in Trustworthy AI, Deloitte Hosts: Steph Dobbs and Andrea Boxall Original music: Ali Barrett Recording date and location: London, 16.06.26
Listen in for a live recording of CAIA's Capital Decanted Podcast that was hosted in New York City—where the conversation goes beyond surface-level takes to explore the deeper forces shaping capital allocation. Hosted by CAIA's John Bowman and Aaron Filbeck, the podcast brings together leading voices in asset management to challenge perspectives and unpack today's most important industry shifts.Guests:Taylor Robinson, Partner, Lexington PartnersKim Lew, President and CEO, Columbia Investment Management CompanyElizabeth Burton, Chief Strategist, Fortress Investment GroupReed Rayman, Partner, Apollo Global Management
In this episode of NucleCast, Neile Miller breaks down the often-overlooked mechanics of federal budgeting and what they mean for the nuclear enterprise. From the earliest stages of budget formulation within the laboratories to the critical role of the Office of Management and Budget (OMB), Miller offers a clear, insider perspective on how funding decisions shape national security priorities.The conversation also explores the remarkable evolution of the Nevada National Security Site—from its origins as a nuclear testing ground to its current role as a hub for advanced science and stockpile stewardship. Miller highlights how underground experiments, cutting-edge research, and the management of government-owned, contractor-operated facilities contribute to maintaining the safety, security, and reliability of the U.S. nuclear deterrent.Neile Miller is Vice President of Strategic Engagement & Communications for Mission Support and Test Services (MSTS), the management contractor for the Nevada National Security Site (NNSS). She leads strategic communications, stakeholder engagement, and community outreach efforts.Since joining NNSS in 2018, Miller has served as Senior Director of Business Operations—overseeing finance, HR, IT, and supply chain—and as Chief Strategist, guiding the site's long-term operational success.Previously, she served as Acting Undersecretary of Energy for Nuclear Security and Principal Deputy Administrator of the NNSA. During her tenure, she drove major transformation across the U.S. nuclear weapons enterprise and received top awards from both the Secretary of Defense and Secretary of Energy.Miller also served as DOE Budget Director and held senior roles in the Office of Nuclear Energy, as well as two tours at the White House Office of Management and Budget overseeing DOE, DoD, NNSA, and NRC programs.In the private sector, she has advised organizations on strategy, innovation, and growth, and continues to serve as a Senior Advisor to HWG, LLP.Follow us on YouTube: https://youtube.com/@nuclecast3665?si=h1kCO6NqUtL87w6qFollow on LinkedIn: https://linkedin.com/company/nuclecastpodcastSubscribe RSS Feed: https://rss.com/podcasts/nuclecast-podcast/Rate: https://podcasts.apple.com/us/podcast/nuclecast/id1644921278Email comments and topic/guest suggestions to Kimberly@anwadeter.org
In this episode of The Nonprofit Exchange, Hugh Ballou talks with Sally Mildren, CEO and Chief Strategist of CommonWell Marketing, about why even good missions often get ignored in a noisy, overloaded world. Sally explains that the problem is usually not the mission itself, but the lack of emotional connection, clarity, and recognition in the message. Drawing on brain science, marketing strategy, and practical nonprofit experience, Sally shows how people make quick subconscious decisions about whether a message is relevant, trustworthy, and meant for them. She challenges nonprofit leaders to stop overwhelming people with every program, campaign, and call to action, and instead communicate with one audience, one clear message, and one meaningful emotional connection at a time. The conversation explores the difference between representation and recognition, the importance of simplicity, and the “two-second test” every website, social post, email, appeal, and face-to-face message must pass. For nonprofit leaders, the message is clear: communication is not just information delivery; it is an act of leadership that builds trust, belonging, and action. Sally Mildren is the CEO and Chief Strategist of CommonWell Marketing, a strategy-driven marketing firm serving nonprofits, rural health organizations, and mission-driven brands. Her work helps leaders connect strategy, storytelling, brand clarity, customer experience, and sustainable growth so their organizations can communicate with greater relevance and impact. Sally is also the host of the Leadership Cafe podcast, where marketing leaders, nonprofit professionals, and small teams gather for practical insights and candid conversations about leading with confidence and creating real impact. Key Themes in This Episode Why good missions still get ignored when people do not feel personally connected to the message. How the brain filters information quickly and often subconsciously before people decide whether to pay attention. Why nonprofit messaging often becomes too organization-centered, focusing on programs, systems, awards, and wins instead of the audience's needs and identity. The difference between representation and recognition, and why people need to see themselves in the words, images, tone, and focus of the message. Why simplicity is one of the hardest and most important disciplines in nonprofit communication. How too many calls to action create confusion, fatigue, and inaction. Why emotion, surprise, and relevance are essential for earning attention and trust. Practical Takeaways for Nonprofit Leaders Start with the audience, not the organization. Ask, “Who is this for?” before creating any message. Speak to one person, one audience group, and one immediate need instead of trying to reach everyone at once. Reduce the number of words, images, and calls to action so the message can be processed quickly. Use images and stories that help the right person recognize themselves in the message. Watch engagement, traffic, bounce rates, conversions, and donation response as signals that your message is either connecting or missing the mark. Avoid panic messaging during financial uncertainty. Be intentional about what you need, who is most likely to engage, and what message will matter to them. Remember that a confused mind says no. Clarity builds trust and trust opens the door to action. Memorable Insights People often decide within seconds whether a message is for them or not. Recognition is more powerful than broad representation because it helps a specific person feel seen and understood. More content does not necessarily create more attention; it often creates more noise. The pathway to attention usually runs through emotion. Before pressing send, nonprofit leaders should ask: “Who is this for?” Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us Fan MailWhat if the next contract you pursue isn't just about revenue—but about building jobs, stability, and a legacy that lasts?In this episode of The WEBB Remedy Podcast, we continue our Money Mindset series - sponsored by PNC Bank - by exploring how the beliefs we hold about money shape the way we approach government contracting, funding readiness, and community building.Podcast hosts Rinnie Orr and Stephanie Terry sit down with Jessica Richey, an award-winning entrepreneur, government contracting expert, Founder & CEO of NC Spotless Pros Powerwashing, Chief Strategist at Richey Workforce Development, business instructor at Wake Tech, and WEBB Squared Board member to unpack the mindset shifts that turn scarcity into strategy and competition into collaboration.Key Takeaways:Readiness is a practice, not a destinationCommunity is a strategy, not just a networkLegacy is built one intentional decision at a time Your next contract can be a pathway—not just a paycheckConnect with Jessica Richey:Jessica Richey, MBA | LinkedIn Richey Workforce Development | Business Strategies About WEBB Squared:WEBB Squared is a nonprofit incubator and accelerator building wealth through entrepreneurship for Black and Brown businesses in Chatham County. We offer free entrepreneurial coaching, mindset workshops, and promotion of BIPOC businesses in our community. Learn more at www.webbsquared.orgemail: rinnie@webbsquared.orgSpecial Thank You to our Money Mindset Podcast Sponsor:This Money Mindset series is brought to you by PNC Bank, a proud supporter of The WEBB Squared and the entrepreneurial community we serve.Support the showThank you for listening...Our theme this year is "Changemakers in Motion"To find out how you can be changemaker and connect - check out WEBB Squared.Become a changemaker today! Support WEBB Squared's annual campaign. We would love to hear from you. Please contact rinnie@webbsquared.org for more information.
Rising Voices of Fundraising: The AFP Emerging Leaders Podcast
In this episode of Rising Voices of Fundraising: The AFP Emerging Leaders Podcast, we sit down with Jonathan Meagher-Zayas, MSW, MPA, CFRE, nonprofit strategist, IDEA consultant, and AFP Global board member, to explore what it really means to lead change from any role. Jonathan shares how emerging leaders can prepare themselves for change, bring others along with them, and stay grounded when progress feels uncertain. In recognition of Pride Month, the conversation also dives into LGBTQ+ philanthropy and leadership, and what the fundraising sector still needs to do to create genuine belonging and inclusion for LGBTQ+ professionals and donors. Guest: Jonathan Meagher-Zayas, MSW, MPA, CFRE (he/him/él) is a Nonprofit Educator and Accountability Architect who educates professionals on equitable strategies and systems to make change stick! He is Queer Latinx Millennial nonprofit strategist dedicated to addressing equity issues, building capacity, engaging the community, motivating impact leaders, and getting stuff done. He wears many professional hats, including Nonprofit Capacity Building & Community Engagement Strategist, Adjunct Social Work Professor, Diversity Equity & Inclusion Consultant, Leadership Development Trainer, Award-Winning Fundraiser/Resource Mobilizer, Social Sector Coach, Learning and Social Contexts Doctoral Candidate, and Social Justice Champion. He is the Founder & Chief Strategist of Equity Warrior Strategies, LLC, a consulting company that accomplishes social equity, leadership development, and capacity-building goals through coaching, learning, facilitation, and strategic planning. He intentionally partners with Black, Indigenous, and People of Color and LGBTQ+ leaders, nonprofit professionals, and board members all over the country to fuel movements that work towards social justice, equity, and human rights. With 15+ years of nonprofit professional experience, Jonathan has experience in fundraising, communications, volunteer management, program management, leadership development, board governance, community engagement, public affairs, inclusion, diversity, equity, and access work. As an award-winning fundraiser and resource mobilizer, he has raised over $14 million through major gifts, corporate relations, events, foundation philanthropy, government grants, and annual giving initiatives. He is an advanced community engagement and communications strategist with experience leading projects and teams implementing social media, digital communications, community outreach, advocacy, donor stewardship, recruitment, public relations, and marketing campaigns for various nonprofit organizations. He has extensive experience managing leadership development programs and advancing diversity, inclusion, and equity initiatives. He is a global trainer and has provided training for hundreds of nonprofit leaders online, at in-person conferences, and through customized workshops. Jonathan is proud to be an AFP Global Board member, and began his service as the youngest board member and only board member to be in the Young Professionals Membership Category. He chaired the Emerging Leaders Committee, served on the Governance Ecosystem Task Force, and served twice on the Membership Dues Task Force. As the only Certified Diversity Professional on the board, he is often sought out for strategy on how to advance IDEA for AFP. In 2024, he launched a board belonging initiative with the board chair to improve our culture of belonging on the board, tackle oppressive characteristics, and create more equitable governance systems. He formerly served on AFP Global's Governance and IDEA Committees. He has been an active volunteer with the AFP since 2012, when he started as a Communications Intern for the AFP, NY Genesee Valley Chapter. He moved to Albany and became involved with the AFP, NY Hudson-Mohawk Chapter. He served in many leadership roles across programming, communications, and membership, including Chapter President & IDEA Chair from 2019-2020. After moving back to Rochester in 2021, he reengaged with the Genesee Valley Chapter and is now serving on the chapter's board and helping bring together all Upstate New York AFP Chapters for community and collaboration. He has helped launch 6 Identity-Based Affinity Groups and has maintained partnerships with organizations that support Fundraisers of Color. He has also been a member of the AFP New York City Chapter, the AFP Minnesota Chapter, and the AFP Massachusetts Chapter. In 2018, Jonathan was honored by his local chapter with the Outstanding Young Professional Fundraiser award. The following year, he was named one of AFP Global's Outstanding Young Professionals at AFP ICON in San Antonio. Jonathan embraces a growth mindset and has completed advanced education. He earned his Master of Social Work degree with a MACRO Concentration and his Master of Public Administration degree with concentrations in nonprofit management at the University at Albany, SUNY. He earned his bachelor's degree in religion, Linguistics, and Gender Studies from the University of Rochester. He holds two professional certifications: Certified Fundraising Executive (CFRE) credential and Certified Diversity Professional (CDP). He currently is pursuing a Doctor of Education (EdD) in Learning and Social Contexts at the University at Buffalo, SUNY. He currently resides in Rochester, NY with his husband, dog, and two cats (all tuxedo animals). He loves spending quality time with his friends and family, traveling and taking adventures, volunteering, cooking, and listening to music and audiobooks. Hosts: Jarrod Williams, MBLI, CFRE, is a courageous, strategic, and results-oriented fundraising leader with over a decade of experience driving revenue growth, donor engagement, and organizational visibility. He is committed to building cultures of philanthropy within mission-driven organizations and brings a proven track record across major gifts, annual giving, corporate sponsorships, event strategy, and data-informed decision-making within both social justice and arts organizations. He serves as a Client Experience Leader for Veritus Group, where he educates and coaches fundraisers across the country on innovative mid-level and major gift strategies. In this role, he partners with organizations nationwide to strengthen donor pipelines, elevate fundraising performance, and build sustainable revenue models. Jarrod has been recognized for his leadership and influence and remains actively engaged in advancing the fundraising profession. He serves on the AFP Global Emerging Leaders Committee and the AFP LEAD Education Committee, supporting the development of the next generation of fundraising professionals. In 2020, he was named a Top 30 Under 30 Young Professional by 101.1 The Wiz in Cincinnati. He is also a graduate of the Urban Leaders Institute through the Urban League of Greater Southwestern Ohio, where he earned the Best-in-Class Award for Best Connector—recognizing his ability to build meaningful relationships and mobilize others around a shared vision. He is a proud Certified Fundraising Executive (CFRE) and a graduate of the AFP Global Faculty Training Academy. Dr. Allison Quintanilla Plattsmier, CFRE, ACNP, GPC, CAP, Founder & CEO, AQP Consulting & Executive Director, ENP: Dr. Allison Quintanilla Plattsmier has fourteen years of experience in the nonprofit sector and has collectively raised approximately $5 million for over 75 organizations. She serves as Executive Director of ENP and runs her own nonprofit consulting firm, AQP Consulting, where she helps grassroots nonprofits with fundraising strategy, strategic planning, board development, and grant writing. Allison is a vocal advocate for gender parity, closing the wage gap, and ending the motherhood penalty. With accolades such as AFP's Outstanding Young Fundraising Professional, NBJ's 40 Under 40, NBJ's Women of Influence, a National Latino Leader, and the Women Who Rock Nashville Social Justice Award, Dr. Quintanilla Plattsmier strives to serve and better her community every day. A dedicated AFP member for the last seven years, Allison currently chairs the Women's Impact Initiative (WII) Mentorship Program and serves on the LEAD Education Advisory Committee. When she is not out serving her community, she is spending time with her three kids, Quintan, Karina, and Kamren.
Calgary, Alberta lawyer Gordon Vanderleek is the Founder and Chief Strategist of VanderLeek Law (and Evelyn's wills and trusts guru!). His practice focuses on solving problems and educating in the areas of estate planning, estate administration and trust law. Gordon takes pride in being compassionate and empathetic, had making a difference in people's lives during high stress times of their lives.Ackah Law recently expanded our legal services to provide wills and estate planning for newcomers to Canada. From our experience, we see that many temporary and permanent immigrants don't understand that if they are living in Canada and unexpectedly die, if they don't have a will, the laws in the province or territory you live in will determine how your estate is divided - not necessarily the laws of their home country.Evelyn and Gordon discuss:Why estate planning is hard for many people - talking about what will happen to their assets - their things - after they are gone, and how to protect their loved ones; and why Gordion decided to practice this area of law.Why wills and estate planning is important to everyone, including immigrants.Life events and milestones that should trigger estate planning, beginning at age 18.How Canada and Alberta laws impact newcomers, and what happens when a person's wishes don't match their legal documents. How to make sure your wishes are carried out.The importance of establishing guardianship for your minor children.How Personal Directives and Power of Attorney plan for incapacitation or disabilities, which have become a more visible issue since Covid.Special trusteeships and adult guardianships that are available for adults with special needs, and how the Britney Spears conservatorship made people aware of the need to do advance planning.Are DIY wills and holographs enforceable?Estate planning for children with special needs: how to gift money and protect their financial future.
Markets balance geopolitical uncertainty, rising anticipation around SpaceX and another busy stretch of earnings. Malcolm Ethridge, Managing Partner at Capital Area Planning Group, explains what investors should expect next as markets prepare for one of the biggest events in years. Pierre Ferragu of New Street initiates coverage on SpaceX and discusses the company's valuation, growth prospects and place in the market. Adobe earnings take center stage as Brian Schwartz of Oppenheimer reacts to the results and what they mean for enterprise software spending and AI adoption. Our Julia Boorstin examines why Disney emerged as a major winner from the NBA and NHL Finals and what that means for sports rights and media economics. Former Nasdaq CEO Bob Greifeld discusses what could become the largest IPO in history, how investors may respond and whether markets can absorb a deal of this size. Lennar earnings also provide a fresh read on housing demand. Elizabeth Burton, Chief Strategist at Fortress Investment Group, analyzes what recent capital raising by Oracle, Alphabet and other technology companies reveals about the state of credit markets and private equity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Episode 78 - Demi Radeva is CEO and Chief Strategist at Akros Advisory, where she helps digital health companies bring new products to market and accelerate growth.Disclaimer: Please note that all information and content on the UK Health Radio Network, all its radio broadcasts and podcasts are provided by the authors, producers, presenters and companies themselves and is only intended as additional information to your general knowledge. As a service to our listeners/readers our programs/content are for general information and entertainment only. The UK Health Radio Network does not recommend, endorse, or object to the views, products or topics expressed or discussed by show hosts or their guests, authors and interviewees. We suggest you always consult with your own professional – personal, medical, financial or legal advisor. So please do not delay or disregard any professional – personal, medical, financial or legal advice received due to something you have heard or read on the UK Health Radio Network.
Buy in May and Let's Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR's Chief Market Strategist – Steve Sosnick. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers. He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker. He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. 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: (MSFT), (AMZN), (SPY), (IWM), (RSP)
Volatility has moved beyond a pricing input to become a tradable, investable asset class. This panel will explore how options professionals are harnessing volatility for trading, hedging, and portfolio diversification, with insights into the latest products, strategies, and market trends. Moderator: Steve Sosnick, Chief Strategist, Interactive Brokers Panelists: Ben Londergan, Managing Director Strategic Business Development, Simplex Trading Kevin McCarthy, Managing Director and Head of Market Maker Financing and Clearing , Wells Fargo Securities Nate Pomeroy, Principal, Wolverine Trading Technologies This panel is proudly sponsored by Clear Street.
Send us Fan MailNonprofit marketing strategy using neuroscience can help organizations create messages that earn attention, build trust, and move donors toward engagement. Sally Mildren, CEO and Chief Strategist of CommonWell Marketing, shares why effective nonprofit marketing starts with how the human brain filters, feels, trusts, and decides.For nonprofit leaders working with limited time, staff, and budgets, this conversation offers a sharper way to think about marketing performance. Sally explains that the brain is processing millions of bits of information every second, which means nonprofits have only a brief window to become relevant. As she puts it, “You have two to 8 seconds to make yourself relevant before the brain decides this isn't for me.”That reality changes how organizations should approach email subject lines, social posts, fundraising appeals, web copy, and donor communications. Instead of starting with the organization's name, logo, or internal priorities, Sally encourages nonprofits to lead with the audience's need, emotion, and sense of recognition.The episode also challenges the common habit of trying to reach everyone with the same message. Sally makes the business case for segmentation, saying, “One-size-fits-all messaging cannot work in today's attention economy.” For nonprofits, that means stronger donor engagement often comes from being brave enough to focus on the right audience, not the largest audience.Sally also digs into trust, consistency, recognition versus representation, and the danger of message overload. Nonprofits often try to say everything at once — every program, every giving option, every reason to care. But the brain can only absorb so much. A simpler message, repeated consistently across channels, can build familiarity, safety, and confidence.This is a master class for nonprofit executives, fundraisers, marketers, board members, and communicators who want their messaging to work harder without shouting louder. The lesson is clear: marketing is not just about visibility. It is about relevance, trust, clarity, and alignment with mission. 00:00:00 Welcome: The Neuroscience of Donor Giving and Marketing 00:01:39 Meet Sally Mildren of CommonWell Marketing 00:03:01 The 2-to-8 Second Rule for Nonprofit Messaging 00:05:28 Why Email Subject Lines Still Matter 00:06:37 Emotion Comes Before Logic in Donor Decisions 00:08:47 Why One-Size-Fits-All Messaging Fails 00:11:12 The Courage to Stop Marketing to Everyone 00:12:32 Trust, Safety, and the Donor Brain 00:16:56 Recognition vs. Representation in Marketing 00:19:27 Finding the Right Audience Instead of Chasing Everyone 00:21:44 Start With Mission Before Choosing the Message 00:25:49 Why Simpler Messages Drive Better Decisions #TheNonprofitShow #NonprofitMarketing #DonorEngagementFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Across contemporary armed conflicts, the use of explosive weapons in populated areas (EWIPA) has emerged as one of the gravest threats to civilians. Urban centres are increasingly sites of hostilities, where the use of explosive weapons with wide-area effects causes devastating and often predictable harm. In Africa, where rapid urbanization intersects with persistent insecurity in several regions, the humanitarian consequences are particularly acute. Civilians, essential infrastructure, and long-term development prospects are all at risk, raising urgent questions about how international humanitarian law (IHL) can be better implemented in practice. In this post, Brigadier General (Professor) Dan Kuwali, Chief Strategist, Commandant-Emeritus of the National Defence College-Malawi and Chairperson of the Malawi National International Humanitarian Law Committee, argues that African states should urgently endorse and implement the Political Declaration on EWIPA. He argues that this approach is not only a humanitarian imperative, but also a strategic decision that strengthens civilian protection, enhances military credibility, and reinforces Africa's collective voice in advancing responsible conduct in contemporary warfare.
Is the bond market really warning of a U.S. debt crisis — or are investors misreading a distorted market signal? Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, joins Maggie Lake to explain why passive investing, regulation, and hidden leverage may be warping the way markets price risk. He argues that what many see as a collapse warning in long-term bonds may actually be a mechanical consequence of how capital is being allocated. Green also breaks down why investors may be ignoring one of the clearest retirement opportunities in years, why liquidity is weakening beneath mega-cap stocks, and why he believes the “real craziness” in markets may still be ahead.
Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo, Japan
"Behind every number, there is a leader." "If you are a player as well as a coach… that's the single best way to actually have the credibility." "I take the blame. You know, you guys take the credit." "To unlock creativity… protect the odd ideas." "A true leader is somebody who can inspire individual team members to be better than themselves." Jesper Koll has been in Japan since 1985, when he arrived as a PhD researcher studying global finance. What began as an academic year at Kyoto University became a long-term professional and personal commitment to Japan. Over the decades, he built a distinguished career as one of Japan's most recognised economic and investment commentators, including senior roles as Chief Economist and Chief Strategist at Merrill Lynch Japan and Head of Research at JPMorgan. He has also worked in hedge funds, built his own company, and moved between large institutions and smaller entrepreneurial environments. His career arc reflects a deep adaptability to Japan's business culture, an ability to interpret Japan for global markets, and a leadership style grounded in credibility, humility, local insight, and trust. Jesper Koll's leadership philosophy is rooted in one central belief: in Japan, numbers alone never tell the full story. Behind every figure sits a leader, a team, a community, and a set of relationships that must be understood before meaningful judgement can be made. His experience leading highly skilled research teams in Japan taught him that the Anglo-American model of purely empirical, numbers-first analysis was insufficient in the Japanese context. In Japan, insight came not only from data, but from the human relationships that allowed analysts to understand the people behind the companies they covered. Koll argues that foreign executives in Japan must not assume that global best practice can simply be transferred into Tokyo. What works in New York, London, or Hong Kong will not necessarily work in Japan. The most successful leaders understand the importance of local adaptation. They defend the Japanese way of doing things to headquarters rather than merely transmitting headquarters' orders to Japan. This is where concepts such as nemawashi, consensus-building, ringi-sho, and uncertainty avoidance become important. They are not obstacles to leadership; they are part of the operating system leaders must learn to respect and use intelligently. His own credibility as a leader came from being both a player and a coach. As head of research, he still wrote reports, met clients, appeared on television, spoke at conferences, answered difficult questions, and risked being wrong in public. This gave him standing among a team of highly specialised, confident, and sometimes prima donna analysts. Leadership, for Koll, was not about title or positional power. It was about showing that he could perform, protect the team, make others look good, and take responsibility when things went wrong. Trust, in his view, is created through consistency, humility, and one-on-one relationships. He believes leaders should give credit to the team and take blame themselves. He also stresses the importance of psychological safety, especially in Japan, where fear of failure can limit creativity. Koll deliberately discussed his own mistakes and encouraged analysts to examine failed reports, not as shameful episodes but as learning opportunities. This approach helped reduce defensiveness and made it easier for talented people to speak openly. Creativity, he believes, exists in Japanese teams just as it does anywhere else. The challenge is unlocking it. In brainstorming, the leader must protect unusual ideas and the people who offer them. The outlier, the odd thinker, the person who challenges the consensus may hold the breakthrough. A strong leader prevents early judgement from killing ideas before they can evolve. Koll also cautions against superficial engagement rituals. Going drinking with the team may work for some leaders, but only if it is authentic. People recognise insincerity quickly. Real engagement comes from emotional intelligence, individual attention, and demonstrating that the leader genuinely manages for the team rather than simply managing upward. Ultimately, Koll defines leadership as inspiring individual team members to become better than themselves. In Japan, that means balancing global standards with local realities, protecting the team while challenging them, respecting hierarchy while creating trust, and turning one plus one into three. Q&A Summary What makes leadership in Japan unique? Leadership in Japan is unique because relationships sit behind performance. Koll stresses that data, analysis, and results matter, but they are never enough by themselves. In Japan, the leader must understand the people, teams, and communities behind the numbers. This is especially important because Japanese companies often do not market themselves aggressively or explain their strengths in the polished style common in the United States. The leader must therefore uncover the real story through trust, observation, and long-term relationship-building. Concepts such as nemawashi, consensus, ringi-sho, and hierarchy are not simply bureaucratic customs; they shape how trust is built and how decisions move. Why do global executives struggle? Global executives struggle when they assume that headquarters' methods can be imposed unchanged on Japan. Koll is clear that "our way or the highway" does not work. The foreign leader's natural advantage is the connection to headquarters, but that advantage can be used well or badly. If the leader simply says yes to New York or London, the local team will quickly lose trust. If the leader defends Japan's way of working and helps headquarters understand local realities, credibility grows. The best leaders translate in both directions: they make global strategy understandable locally and make local intelligence valuable globally. Is Japan truly risk-averse? Koll's comments suggest that Japan is less risk-averse than often assumed, but more sensitive to failure, judgement, and uncertainty. In analytical teams, mistakes are inevitable. A good analyst may be right only slightly more than half the time. The issue is not avoiding error, but learning from it. In Japan, where failure can carry stigma, the leader must create psychological safety. Koll did this by openly discussing his own wrong forecasts and encouraging others to analyse mistakes without shame. In this sense, the real leadership challenge is not risk avoidance but uncertainty avoidance: helping people act, learn, and improve even when outcomes are not guaranteed. What leadership style actually works? The leadership style that works is humble, credible, protective, and performance-based. Koll believes leaders must be player-coaches. They must show they can perform the work, face clients, take difficult questions, and contribute directly to results. At the same time, they must give credit to team members and take blame themselves. This combination is powerful in Japan because people watch leaders closely. They notice whether the leader's actions match the message. A leader who protects the team, supports dissenters, and makes others look good earns lasting trust. How can technology help? Technology helps when it supports better process, decision intelligence, and organisational learning, but it does not replace human judgement. Koll described how even a change in production deadlines or software systems could create major disruption because people had deeply embedded ways of working. The leadership task is to manage these transitions firmly and respectfully. In modern terms, tools such as decision intelligence, digital twins, workflow analytics, and AI-supported reporting can help teams understand trade-offs, test scenarios, and improve execution. However, technology only works when leaders respect the human side of adoption: habits, pride, expertise, and fear of disruption. Does language proficiency matter? Koll learned Japanese early, during his time as a student in Kyoto, and that gave him a strong foundation. However, he does not argue that every foreign leader must become fully fluent to succeed. More important is the ability to build relationships with customers, understand the local business environment, and help the team deliver results. Language helps, but humility, curiosity, and direct engagement with clients matter more. A leader who cannot speak perfect Japanese but can make the team look good, win customer trust, and represent Japan effectively to headquarters can still succeed. What's the ultimate leadership lesson? The ultimate leadership lesson is that leaders exist to make others better. Koll defines a true leader as someone who inspires individual team members to become better than themselves. That requires trust, courage, humility, and emotional intelligence. It also requires the ability to select lieutenants wisely, balance different personalities, protect odd ideas, and celebrate periods when the team is simply performing well. Leadership is not constant disruption. Sometimes the right move is to recognise that the team is "in the zone" and preserve momentum. The best leader helps the team become more than the sum of its parts. Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have also been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). In addition to his books, Greg publishes daily blogs on LinkedIn, Facebook, and Twitter, offering practical insights on leadership, communication, and Japanese business culture. He is also the host of six weekly podcasts, including The Leadership Japan Series, The Sales Japan Series, The Presentations Japan Series, Japan Business Mastery, and Japan's Top Business Interviews. On YouTube, he produces three weekly shows — The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews — which have become leading resources for executives seeking strategies for success in Japan.
Send us Fan MailWhat is the one market signal the sharpest investors on Wall Street are watching right now? The S&P 500? The Fed funds rate? Oil prices? Inflation data? We sat down with Elizabeth Burton, the new Chief Strategist at Fortress, one of the world's biggest and most respected hedge funds, to ask what actually matters most in this market — and her answer might surprise you.This is the same Elizabeth Burton who, back in 2020, made the call that inflation would be sticky, not transitory — while much of the market, and even the Fed, was still arguing the opposite. Now she's back with another uncomfortable view: the market may be focusing on the wrong risks again. In this episode, we ask why the bond market matters so much, whether investors are too eager to believe we're going back to a 2018-style world of low rates and easy returns, whether the panic over private credit is missing a bigger problem in private equity, and what happens if AI disruption doesn't stop at software.We also get into the next sector that could be blindsided by AI, why the allocator world may become increasingly K-shaped, how the biggest institutions could fall behind if they can't move fast enough, and what market risks keep investors up at night even more than private credit. Plus, Elizabeth tells us how she almost became a New York City beat cop, why Fortress is not the private equity shop some people think it is, and how she almost got denied insurance coverage after being accused of climbing Mount Everest.You do not want to miss this episode!!Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny
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Hey Friends I am still fighting a rare but tough cold and so I was not able to produce a news segment today but I do have a GREAT conversation with a brilliant first time guest that I think you will love I hope you had a great weekend and I am happy we made to to May together All of Atima's Links Named to Ebony Magazine's "Power 100" list of emerging leaders and Jet Magazine's "40 Under 40" list, Atima Omara works and leads at the intersection of electoral politics and issue advocacy in the progressive movement. She is a political strategist, advocate, trainer, leader, and speaker with significant political, government, and non-profit experience, and she is a sought-after commentator and strategist. As the President & Chief Strategist of Omara Strategy Group, she provides strategic consulting to progressive candidates and organizations centering women and people of color in their mission and work. She strategizes with candidates and political organizations to win victories for a more reflective progressive democracy. An American-born child of Black immigrants, Atima realized early the importance of catalyzing social and electoral change from both the grassroots and leadership levels—especially among underrepresented communities. She has worked as Special Assistant to then-Virginia Governor Mark Warner, and then went to work as an organizer in multiple states with a union and community organizations on voter registration, ballot initiatives, and get-out-the-vote operations in low-income communities of color and immigrant communities. She is also a former candidate for public and political party office herself, and draws from her lived and professional experience to train activists to organize and candidates from historically marginalized communities to run for office for many organizations including: Emerge America, Higher Heights for America, Vote Run Lead, Running Start, New American Leaders, and National Council for Independent Living. Prior to that, Atima built her executive leadership experience from serving as Vice President of Reproductive Health Technologies Project, a research based advocacy organization; a Director on the political project #VOTEPROCHOICE (VPC) where she managed successful voter engagement campaigns on behalf of VPC for progressive state and local candidates; and as a nationally elected leader of the Young Democrats of America (YDA), the nation's largest partisan youth organization from 2013-15. She was the first Black president and only the fifth woman to lead the organization in its 80+ year history. During her tenure as YDA President, she grew national membership and led an independent expenditure to targeted states in 2014 that increased the youth vote turnout for Democrats in critical races. She is an original board member for Emerge Virginia and a founding board member of Virginia's List PAC, two organizations helping to elect more Democratic women. She previously served as Board Chair and Vice Chair of the Planned Parenthood Metro Washington Action Fund. The seasoned political leader is currently an elected member of the Democratic National Committee (DNC) since 2016 and elected vice chair of the DNC's Women's Caucus since 2017. Atima has published articles in American Prospect, The Root, Salon, Politico, Ms., Ebony, and The Lily (a Washington Post publication) among other notable publications and provided commentary to CNN, MSNBC/NBC, PBS, BBC, Fox News, Fox Business, NPR, Sirius XM, and other national TV & radio outlets. She has also been quoted in The Washington Post, The Atlantic, TIME, USA TODAY, Politico, Mother Jones, Newsweek, MTV News, and Refinery 29. She received her BA from the University of Virginia and MPA from George Mason University. Atima is also a graduate of the Women's Campaign School at Yale, EMILY'S List and Re:Power campaign trainings. On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete Listen rate and review on Apple Podcasts Listen rate and review on Spotify Pete On Instagram Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on Twitter Pete Personal FB page Stand Up with Pete FB page Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo All things Jon Carroll Buy Ava's Art Subscribe to Piano Tuner Paul Paul Wesley on Substack Listen to Barry and Abigail Hummel Podcast Listen to Matty C Podcast and Substack Follow and Support Pete Coe Hire DJ Monzyk to build your website or help you with Marketing
What's really driving today's markets? Vincent Pica, Vice Chairman at Safanad, and Dr. John Rutledge, Chief Strategist and one of the architects of the Reagan economic plan, share insights shaped by decades across Wall Street, investing, and economic policy. A rare look at how experienced investors think through markets, capital, and uncertainty. Learn more about Safanad: https://safanad.com/ Presented by Wall Street Capital Partners https://wallstreetcapitalpartners.net/ Listen through to the end, you won't want to miss what's there. Finished the episode? Message us at: morningswithjoelcrepodcast@gmail.com
AI is changing everything, but not in the way most leaders think. In this episode, Rishad Tobaccowala breaks down how we got here, from the early days of broadcast marketing to today's fast-moving, AI-powered world. He explains why the current moment is different, what's actually changing and what still matters more than ever. If you've been hearing about AI strategy and wondering where to start, this conversation will shift your perspective. Rishad makes the case that focusing on AI alone is a trap and instead challenges leaders to rethink their entire organization, their role and how they create value. He also shares a powerful framework for moving from control to inspiration and why imagination is becoming one of the most important leadership skills. You'll walk away with practical ways to think about talent, structure your team and stay competitive in a world that's evolving faster than ever. Whether you're leading a team or just trying to keep up, this episode will give you a clearer way forward. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Rishad Tobaccowala: Rishad Tobaccowala was named by BusinessWeek as one of the top business leaders for his pioneering innovation, and TIME magazine dubbed him one of five “Marketing Innovators”. He is one of only 300 people elected to the Advertising Hall of Fame since 1948. Rishad is the author of Restoring the Soul of Business: Staying Human in The Age of Data which helps people think, feel, and see differently about how to grow their companies, their teams, and themselves to remain relevant in transformational time, and Rethinking Work which helps people thrive amidst the seismic changes that will occur at work due a combination of changing demographics, new mindsets, the rise of distributed work, and the spread of AI. Rishad Tobaccowala remains a Senior Advisor to the Publicis Groupe where he has spent his entire career, most recently serving as the Chief Growth Officer and Chief Strategist of the 100,000+ person firm. Prior to those roles Rishad was the Chairman of Digitas and Razorfish. About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.
Do you know that customers who are highly emotionally connected to your brand are 53% more loyal than those who are merely satisfied with your products and services?Today I'm talking with Kevin Perlmutter. We explore why traditional brand strategies often miss the mark, how branding has evolved beyond surface-level connections, and Kevin's concept of Limbic Sparks—those moments when emotional motivation meets brand desire. You'll learn the three steps to spark brand desire and how even B2B brands can connect emotionally. Kevin shares why talking directly to customers beats cold data alone and staying in the thick of the details will make you more successful than just relying on AI. And we chat about marketing ethics and the crucial difference between being a customer habit versus gaining their loyalty.Finally, Kevin shares the one big lesson he wants every leader to take away from his book. We could have talked forever about one of my favorite topics, so enjoy the insights and take a listen!To access the episode transcript, go to www.TheEmpathyEdge.com, search by episode title.Listen in for…Maintaining ethical behavior when deploying and evolving the brand.How to spark customer interest using emotional insights.Why the difference between habits and loyalty is important to understand.How to balance AI and humans to better serve your customers.The three steps for embracing a limbic spark mindset."Limbic sparks are what you feel when emotional motivation meets brand desire. It's that moment when you encounter a brand, and it feels like it was designed with you in mind." — Kevin PerlmutterEpisode References: The Empathy Edge podcast: Kevin Perlmutter: When Emotional Motivation Meets Brand DesireMelina Palmer: What Your Employees Need But Can't Tell YouMelina Palmer: Why Your Customers Can't Tell You What They WantMIT Article on human skills that complement AI shortcomings: https://mitsloan.mit.edu/ideas-made-to-matter/these-human-capabilities-complement-ais-shortcomings About Kevin Perlmutter, Chief Strategist & Founder, Limbic Brand Evolution:Kevin Perlmutter is Chief Strategist and Founder of Limbic Brand Evolution, a brand strategy and neuromarketing consultancy that puts emotional insight at the center of how brands attract and retain customers. He is also the Author of BRAND DESIRE: Spark Customer Interest Using Emotional Insights. Based near New York City, he works with business and brand leaders to create stronger connections between their brand and the people they want to reach – as a consultant, speaker, and workshop facilitator – to guide the development of more effective methods for brand evolution and customer engagement.Connect with Kevin Perlmutter:Limbic Brand Evolution: https://www.limbicbrandevolution.com/ LinkedIn: https://www.linkedin.com/in/kevinperlmutter/ Book: BRAND DESIRE: Spark Customer Interest Using Emotional Insights www.BrandDesireBook.com Connect with Maria:Get Maria's books: Red-Slice.com/booksHire Maria to speak: Red-Slice.com/Speaker-Maria-RossTake the LinkedIn Learning Courses! Leading with Empathy and Balancing Empathy, Accountability, and Results as a Leader LinkedIn: Maria RossInstagram: @redslicemariaFacebook: Red SliceGet your copy of The Empathy Dilemma here- www.theempathydilemma.com
On America at Night with McGraw Milhaven, Scott MacFarlane, chief Washington correspondent and anchor for MeidasTouch, joined the program to discuss the latest media headlines and the high-profile CBS exit, and what it means for the changing landscape of political journalism in Washington. Next, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, analyzed growing concerns around artificial intelligence and financial markets, following warnings tied to an Anthropic AI model scare that prompted Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell to raise alarms with major bank CEOs. Finally, Judd Isbell, President of the Friends of the Mount Vernon Trail, joined the show for the national parks segment to discuss the history and significance of the Mount Vernon Trail, a scenic route along the Potomac River that connects George Washington's Mount Vernon estate with Washington, D.C., and remains one of the region's most popular outdoor recreation destinations. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strategist, James Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
Majesco Chief Strategy Officer Denise Garth, who is regarded as one of the most influential executives in insurance, has built expertise with leveraging both the analytical and creative sides of her brain for her role at the insurance software developer and also when she guides startups.
Interview recorded - 30th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about the current issues in the economy, energy crisis, how businesses can't catch a break with tariffs, energy costs and higher rates, FED reaction, liquidity shift, Private Credit and impact on markets. I hope you enjoy!0:00 - Introduction2:46 - Overview of economy4:49 - Comparing to prior energy crisis?6:29 - Where is the leverage?7:15 - Companies struggling8:56 - Unemployment11:26 - FED reaction14:53- What should FED do?18:13 - Kevin Warsh nomination19:26 - Liquidity shift22:15 - Private Credit Concerns25:20 - Impact on markets27:06 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth's The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube - @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas
Charles Payne is joined by Mike Green, Chief Strategist at Simplify Asset Management, to discuss Europe's "short-sighted" economic and energy policies, the geopolitical implications of U.S. control over the Strait of Hormuz, and why recent inflationary pressures from rising gas prices could lead to a powerful policy pivot rally. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Margie Agin is a seasoned go-to-market advisor for B2B technology scale-ups. She brings deep expertise across digital marketing, IT, and cybersecurity. As Founder and Chief Strategist of Centerboard Marketing as well as a former leader at companies like Cisco and Blackboard, she has built a career translating complex technical products into effective market strategies. In this episode (which marks her second visit to Product Momentum), Margie's message is clear: go-to-market (GTM) is not a one-time event or a siloed function – it is an ongoing, cross-functional system that must connect product teams and broader business goals. GTM: A Shared, Continuous Responsibility It's time to redefine go-to-market as a shared, continuous responsibility across teams, Margie says. Product managers in particular often feel disconnected because their fellow stakeholders in the organization misunderstand go-to-market as either a launch event or solely a sales function. Margie reframes GTM as “a coordinated cross-functional engine that spans product, marketing, sales, customer success, and even finance.” It's a perspective that challenges product teams to actively engage in downstream outcomes and collaborate beyond traditional boundaries. Business Context Drives Product Contribution Fundamental to making this critical connection between product team and business outcomes is embracing the product's fit within the broader business and portfolio strategy. Margie reiterates a message shared by recent guests that product managers need to look beyond their individual product scope and consider how their work contributes to company-wide goals like growth, positioning, and revenue. “Think about your product within the context of the business and how it fits into the whole portfolio,” Margie urges. Know Your Targets: Clarity of Audience and Signals Improves Outcomes Rather than trying to boil the ocean by targeting broad customer segments, teams should focus on specific attributes and behaviors that indicate a strong fit. Defining a precise ideal customer profile and identifying meaningful signals of readiness bring a level of clarity to your message that enables more effective messaging, prioritization, and sales efficiency. “It [your target] can’t just be like, everybody that has money,” Margie says. “It has to be somebody with a defined problem and defined attributes – beyond just industry or size of company.” For product leaders, this reinforces the need to deeply understand customer context and bring that insight into go-to-market planning. In the Age of AI, a Strong Point of View Still Matters Finally, even as AI accelerates execution, it does not – indeed, can not – replace the original thinking and nuanced messaging. Teams must still define what makes their product unique and why it matters. AI can enhance delivery, Margie adds, but it cannot generate true insight or perspective. “The difficult part is always what the difficult part has always been, which is figuring out what you have to contribute to the conversation that is unique.” Margie Agin, in her own words: [04:23] When I think of go-to-market, I think one of the most important aspects is that it is connected across different teams. [08:22] Go-to-market is all about connecting the strategy to the execution to make sure everyone is on point with the strategy. [08:53] Product teams need to think about how their product fits into the context of the organization’s whole portfolio. [11:30] As a company matures, its go-to-market strategy lands in one of three buckets: problem-market fit, product-market fit, and platform-market fit. [19:29] We can’t try to boil the ocean and sell to everybody, right? Target customers can’t be ‘everybody who has money.’ Customers have to have a defined problem and some defined attributes, beyond just industry or size of company. [23:58] That type of deep, nuanced thinking…that human work…I don’t think at this point, is something that is solved by AI. [26:40] AI can execute a lot of work on your behalf, but only you know what ultimately you want the result to be. Andrew Knoblauch leads Sales, Partnerships, and Acquisitions at ITX. He believes the best technology partnerships start with genuine relationships, and that understanding a business deeply is what turns a software engagement into lasting value. Andrew connects organizations with technologists and product leaders while remaining invested in delivering strong business outcomes. The post 184 / Connecting Product Teams with Go-To-Market Outcomes, with Margie Agin appeared first on ITX Corp..
Even as cybersecurity has grown and become universially accepted, the field has continued to struggle when attempting to assess and aquire talent. Oftentimes, there is a disconnect between what organizations need and what they interview for leading vague job postings and ineffective hirings. In this episode of CISO Perspectives, host Kim Jones sits down with Jeff Welgan, the Chief Strategist and CEO at SkillRex, to discuss how we assess talent. Throughout the conversation, Jeff and Kim will discuss the problems associated with traditional workforce management and how modernizing this approach can provide a strategic advantage. Want more CISO Perspectives? Check out a companion blog post by our very own Ethan Cook, where he breaks down key insights, shares behind-the-scenes context, and highlights research that complements this episode. It's the perfect follow-up if you're curious about the cyber talent crunch and how we can reshape the ecosystem for future professionals. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight. Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jim Hanson is Chief Strategist for the Middle East Forum. He previously served in U.S. Army Special Forces and conducted counterterrorism, counterinsurgency and foreign internal defense operations in more than two dozen countries. He is the author of several books including Winning the Second Civil War - Without Firing a Shot and Cut Down the Black Flag - A Plan to Defeat ISIS.
Struggling with paid ads? Find out how to simplify your strategy and grow your small business without blowing your budget! In this episode of Sharkpreneur, Seth Greene interviews Andy Janaitis, Founder & Chief Strategist at PPC Pitbulls, a digital marketing agency specializing in paid advertising for small businesses. With a background in data science and software development, Andy transitioned from corporate work to help e-commerce businesses scale through more strategic, simplified, and cost-effective marketing. He shares insights on avoiding common ad mistakes, leveraging AI tools, and building campaigns that drive long-term growth. Key Takeaways:→ How many small businesses are overwhelmed by digital marketing, so they overcomplicate campaigns and waste money.→ Simplifying ad structures and focusing on robust measurement systems can lead to better results with smaller budgets.→ Why you should focus on what's working and avoid jumping onto multiple platforms or constantly chasing new strategies.→ E-commerce businesses aiming for 7-figure growth need a targeted, scalable paid ad strategy.→ Automated bidding and data-driven decision-making are essential to optimizing ad campaigns effectively. Andy Janaitis is the founder and chief strategist of PPC Pitbulls, a boutique digital marketing agency that helps small businesses grow past 7 figures using Google and Meta Ads. He partners with founder-led brands and e-commerce teams to simplify their paid ad strategies,ensuring campaigns are built on solid tracking, clean execution, and profitability—not noise or guesswork.With over 10 years of agency and analytics experience, Andy's background spans engineering, web development, and digital strategy. He's known for his practical, down-to-earth approach that cuts through marketing overwhelm and empowers business owners to take confident action. Whether he's helping a brand understand attribution or demystifying Performance Max, Andy brings clarity, integrity, and a deep respect for the entrepreneurial journey. Connect With Andy:Website: https://www.ppcpitbulls.com/LinkedIn: https://www.linkedin.com/company/ppc-pitbulls/
The Steve Gruber Show | America Under Pressure: Security, Sanity, and the Fight Back --- 00:00 - Hour 1 Monologue 19:00 – Ryan Clancy, Chief Strategist at No Labels®. Clancy explains why Greenland matters strategically and economically on the global stage. He discusses how shifting alliances and resource access are reshaping U.S. interests in the Arctic. 27:48 – Dr. Steven Quay, physician-scientist and public health expert who has testified before the U.S. Senate on COVID origins, lab safety, and biosecurity risks. Dr. Quay discusses a Nipah virus outbreak overseas and why some airports are reverting to COVID-era screening measures. He explains what the public should understand about emerging infectious threats. 37:42 - Hour 2 Monologue 46:30 – Trent England, Executive Director of Save Our States. England breaks down President Trump's push for real price transparency. He explains how clearer pricing could empower consumers and expose hidden costs. 55:49 – J. Budziszewski, Professor of Government, Philosophy, and Civic Leadership at the University of Texas at Austin. Budziszewski discusses his book Pandemic of Lunacy and how logic and common sense are increasingly ignored. He explains how ideas once considered absurd are now treated as serious — and sometimes dangerous — public policy. 1:04:21 – Felix Lasarte, trusted real estate attorney to President Donald J. Trump and member of President Trump's Intelligence Advisory Board. Lasarte discusses President Trump's statement that Mexico will stop sending oil to energy-starved Cuba. He explains the geopolitical and energy implications of the move. 1:13:56 - Hour 3 Monologue 1:22:38 – Katie Heid, Assistant News Director at Michigan News Source. Heid discusses why Americans want safe neighborhoods and honest leadership. She argues Hollywood is out of touch and says the country is at a turning point where people are demanding truth and pushing back against extreme rhetoric. 1:32:30 – Sen. Lana Theis, representing Michigan's 22nd Senate District. Theis addresses Michigan's troubling ranking of 44th out of 50 states in reading scores. She outlines solutions centered on the science of reading to improve student outcomes. 1:41:21 – Ivey Gruber, President of the Michigan Talk Network. Gruber discusses a malpractice lawsuit won by a detransitioner against doctors and psychologists. The conversation explores accountability for irreversible medical procedures and the implications for future medical malpractice cases. --- Visit Steve's website: https://stevegruber.com TikTok: https://www.tiktok.com/@stevegrubershow Truth: https://truthsocial.com/@stevegrubershow Gettr: https://gettr.com/user/stevegruber Facebook: https://www.facebook.com/stevegrubershow Instagram: https://www.instagram.com/stevegrubershow/ Twitter: https://twitter.com/Stevegrubershow Rumble: https://rumble.com/user/TheSteveGruberShow
Gold is hitting new highs. Bitcoin is struggling to keep up. And once again, the “digital gold” narrative is being put to the test.On today's episode of Bits + Bips: The Interview, host Steve Ehrlich sits down with Steve Sosnick, Chief Strategist at Interactive Brokers, to break down why bitcoin still trades like a risk asset, why gold keeps winning in moments of market stress, and what crypto must prove to close the credibility gap. From rising bond yields to geopolitics and Fed independence, this conversation cuts through the noise to explain what's really driving markets right now. Hosts: Steven Ehrlich, Executive Editor at Unchained Guests: Steve Sosnick, Chief Strategist at Interactive Brokers Links: Should You Buy Gold or Bitcoin? Here's How to Think About It Bitcoin Rebounds After Trump's Truth Social Post Eases Tariff Fears Crypto Slides on Tariff Fears as Gold Breaks Above $4,850 Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Supreme Court casts doubt on Trump's power to fire Fed official without proper review Learn more about your ad choices. Visit megaphone.fm/adchoices