Podcasts about CIO

Golden Week has just wrapped, offering a timely snapshot of China's consumer sentiment. Travel volumes surged, but spending data remained subdued, highlighting the limits of short-term stimulus and reinforcing calls for deeper structural reform.Amidst this backdrop, China's stock market continues to rally, prompting fresh questions: Can momentum broaden beyond tech? Will long-awaited social reforms finally shift the consumption narrative? And what does a weakening US dollar mean for global asset allocation?Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., return to unpack the macro forces behind the rally, the outlook for the 15th Five-Year Plan, and why gold and silver are stealing the spotlight in 2025.This episode was recorded on 8 October 2025.

A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions

Argentina's history is one of recurring promises and painful resets. Nicolas Dujovne has lived that cycle from the inside, serving as Finance Minister during a rare attempt at fiscal repair before markets and politics turned against it. Now, as CIO of Tenac Asset Management, he reflects with Alan Dunne on why economic reform so often falters, how short-term pain fuels long-term instability, and what it would take to finally break the trap. Beyond Argentina, the discussion widens to emerging markets at large - their hard-won stability, the new risks born of geopolitics and demographics, and the shifting fault lines of globalization.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Read more about Nicolas.Episode TimeStamps: 02:24 - Introduction to Nicolas Dujovne05:32 - Key reflections from Dujovne's former role as ministry of Treasury in Argentina11:43 - How dollarization could change the overall dynamic of the economy14:52 - How Dujovne's role as minister has shaped his investment process16:56 - The state and outlook of emerging markets21:13 - The relationship between central banks and emerging markets23:33 - How the current globalization impact the investing landscape27:43 - Evaluating the U.S from the lens of an emerging market investor33:25 - How markets respond to fiscal...

Join Lance Roberts for a live open Q&A on markets, money, and investing. We'll cover what's on your mind—from market melt-ups and Fed policy to portfolio positioning and economic risks. No scripts, no fluff—just real talk and real answers about what's moving markets and shaping investor behavior. 0:19 - Markets are Absorbing Money 4:14 - Profit Taking in Bitcoin 9:15 - YouTube Poll - The #1 Thing on Your Mind About Markets 10:09 - How Do You Invest Right Now? 12:23 - Liquidity is King 18:05 - You WILL Mind a 5% Down Market 20:39 - #1 Concern - Liquidity in Markets 27:37 - The Problem w Markets is Narratives 29:34 - Economic Data Not Dramatically Changing 33:06 - The AI Story, Tesla Robots, & Productivity 35:48 - Employees Are Not Fun 39:32 - Coming Attractions - Daniel LaCalle Interview

Why do so many projects spiral into stress, shifting priorities, and endless risks while others seem to flow smoothly toward success? What if the difference isn't just about tools or methods, but about how you lead?Thankfully, today's guest brings a fresh, human-centered approach to project management. James Louttit is the author of Leading Impactful Teams: Achieving Low Stress Success in Project Management, a leadership coach, and a former CIO who now trains managers and business leaders around the world. His work blends real-world experience with practical tools to help managers lead projects with clarity, sustainability, and impact.In this episode, James introduces his “eight lenses of project management” and reveals why prioritization is often the missing key to project success. He shares powerful ways to engage stakeholders, identify and manage risks, and avoid common mistakes in estimating time and effort. Along the way, James offers stories and frameworks that any manager, whether formally a project manager or not, can use to keep work on track and teams energized.In the extended members-only conversation, James explains how to properly scope your projects and define quality, two notoriously tricky areas that can make or break your results.Get FREE mini-episode guides with the big idea from the week's episode delivered to your inbox when you subscribe to my weekly email.Join the conversation now!Conversation Topics(00:00) Introduction to Project Management(01:44) The Eight Lenses of Project Management(03:13) The Importance of Prioritization(07:54) Agile vs. Waterfall Project Management Approaches(10:23) Engaging Stakeholders Effectively(17:20) Managing Risks in Projects(24:09) Time Management and Estimating Effort(30:40) Keep Up with James(31:30) [Extended Episode Only] How To Properly Scope Your Projects(33:10) [Extended Episode Only] Defining Quality In Project ManagementAdditional Resources:- Get the extended episode by joining The Modern Manager Podcast+ Community for just $15 per month- Read the full transcript here- Follow me on Instagram here - Visit my website for more here- Upskill your team here- Subscribe to my YouTube Channel here Keep up with James Louttit- Follow James on LinkedIn here- Subscribe to his YouTube channel here- Join the IPM Community with a free 7-day trial hereGuest Bonus: Free Audio Book: Leading Impactful Teams and 3 FREE 1-Year Membership to IMP CommunityLeading Impactful Teams is a lively exploration of the "lenses" of project management – Scope, Prioritisation, Time, Cost, Quality, Risks, Team and Stakeholders – that will enable the reader to develop a "sixth sense" for potential issues that could derail their project. It provides a practical toolkit to help you and your team deliver great project outcomes with minimum stress and maximum fun. The IPM Community helps you deliver projects on time, on budget, and without burnout through bite-sized lessons, tactical tools and weekly peer support. Created by James Louttit, author of Leading Impactful Teams, it's a no-jargon, no-exam space where professionals learn fast, share real challenges, and lead with confidence.  To get this bonus and many other member benefits, become a member of The Modern Manager Podcast+ Community.---------------------The Modern Manager is a leadership podcast for rockstar managers who want to create a working environment where people thrive and great work gets done.Follow The Modern Manager on your favorite podcast platform so you won't miss an episode!#ProjectManagement #Leadership #TeamManagement #TeamSuccess #ProjectPlanning #AgileLeadership #RiskManagement #ProjectManagementTips #LeadershipSkills #TeamPerformance

“What we're seeing is, as the new carbon economy moves forward – and this is critical to businesses to operate in the future, in the next five, 10 years – it's colliding with the digital transformation and financial transformation. And so, I think one of the essential things our customers are asking is. ‘how do we bring together the Chief Sustainability Officer, the CIO and the CFO and the new market, digital and carbon economy as we go forward?' Because you need all three lenses to make a holistic decision for both the growth and resiliency of your company.” Mandi McReynolds on Electric Ladies Podcast Artificial Intelligence, A.I., is transforming sustainability work, from data collection to analysis to reporting. It's a tool to help assess risks and see opportunities, but humans bring the superpower. How? Listen to Mandi McReynolds, Chief Sustainability Officer at Workiva in this fascinating conversation with Electric Ladies Podcast host Joan Michelson.   You'll hear about: ●        How Workiva is leveraging A.I. to serve its clients across the board – from assessing materiality, to financial reporting and sustainability reporting, ●        How to use A.I. to minimize boring work and free up people to be more strategic and creative – in a few unique ways. ●        How to ensure the integrity of the data you're accessing with A.I. – and how to reduce the risk of your data being contaminated by A.I. hallucinations, etc. ●        Plus, career advice, such as:  “Your job isn't to know the answer. Your job is to ask all the right questions of where the business is going and think about your lens is adding value because you're going to ask a different question….Don't be afraid….(Align) with people who could see the possibility of (your) experience. And… take that stretch job and just remember you're in the room to ask different questions, and that's perfectly fine. So, take the stretch and then lean into your experience that allows you to have a different lens and a different perspective.” Mandi McReynolds on Electric Ladies Podcast   Read Joan's Forbes articles here. You'll also like: ·       Business Leaders Bridging The Gap – Women business leaders from The Earth Day Women's Summit on the unique role of business in addressing the climate crisis. ·       The Power Of Buildings – with Katie McGinty, VP and Chief Sustainability and External Affairs Officer at Johnson Controls. ·       How GM Is Going All Electric – with General Motors Chief Sustainability Officer Kristen Siemen. ·       Reducing IT's Carbon Footprint – with HPE Chief Sustainability Officer Monica Batchelder. ·       How Businesses Unlock Value With Sustainability – with Kristen Sullivan, Audit Partner and head of Deloitte's Sustainability practice   Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.   Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

In your 30s, 40s, or 50s, life gets busy—and money decisions get complicated. Many professionals fall into the same midlife financial traps that quietly erode their future wealth. Lance Roberts & Jon Penn unpack seven common midlife money mistakes that can derail your long-term goals—from lifestyle creep and poor diversification to credit card debt and get-rich-quick schemes. Learn how to stay focused, protect your growing assets, and build financial independence while managing the real pressures of midlife. 0:19 - Taco Tuesday & Gov't. Shutdown Day-7 4:23 - Is the Rising Trend Line About to End? 10:53 -Mid-life Crises & Dealing w Debt 17:31 - Christina's Amazon Budget & Nutcracker Fetish 19:40 - Mission Creep & Budget Leakage 24:20 - The Danger of Using Credit Cards for Points 29:09 - Hard Money Lending & Usury 32:51 - Trade Your Way to Wealth & Other Get-rich-quick schemes 36:06 - Inflation's Effects on Purchasing Power 37:58 - Markets Can Make You Appear Smarter than You Are 39:06 - Get Debt Free 41:17 - Why You Should Never, Ever, Never, Ever Borrow from Your 401k 47:15 - The Truth About Bankruptcy 49:09 - Coming Attractions

On this episode of Gov Tech Today, host Jennifer Saha welcomes Mike Hussey, former state CIO of Utah, who shares his transition from 30 years in state government to a pivotal role in the private sector with Oracle. Mike discusses the intricacies of balancing public service exigencies with private sector dynamism, especially in the context of emerging AI technologies. Listen in as they delve into the unique challenges of AI regulation, the evolving roles of state CIOs, and the cooperative competition among states aiming for technological advancements. Key timestamps include insights into the working dynamics in government (10:12), the transformative impact of AI (25:30), and the nuanced differences in state vs. federal AI regulations (40:47). 00:00 Welcome to Gov Tech Today00:30 Meet Mike Hussey: From State CIO to Private Sector01:19 Navigating Government Transitions03:00 The Role of State CIOs and the Power of Community06:35 Challenges and Innovations in Government Technology09:59 Public vs. Private Sector: A Unique Perspective15:38 The Impact of AI in Government16:43 The Excitement of AI in Government Work17:32 Regulatory Challenges and Opportunities17:57 Efficiency and Compliance in State Governments18:46 Public Service Through Private Sector Work20:03 State-Level Innovations and Success Stories21:02 The Complexity of Large-Scale Implementations25:04 AI Regulation: State vs. Federal Perspectives30:19 The Rapid Evolution of AI Legislation32:06 Conclusion and Future Outlook

Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing economic indicators. We also assess the health of the US labor market with available data-points from last week, and review CIO's current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Andrew Arthurs was previously CIO for some of the world's largest hotel management companies and is now President and Chief Operating Officer of Actabl, embodying what it looks like to live and lead with hospitality.In this episode, Andrew teaches us about the network effect in hospitality: how trust and relationships built over time shape careers, companies, and leadership.Also see: Brené Brown's "marble jar" analogy and building trustWhy Great Hospitality Leaders Always Return to the Front Desk - Andrew Arthurs A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Arthur Hayes & Tom Lee map the new crypto arms race—Hyperliquid vs Aster, Plasma's stablecoin rails, and ETH's DAT-fueled supercycle. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Live at Token2049 Singapore, we're joined by Arthur Hayes (Maelstrom) and Tom Lee (Bitmine) to map two battles shaping the next cycle: the Perp DEX war—Hyperliquid's moat vs. CZ-linked Aster, zero-fee experiments like Lighter, and whether ~$500M/year token unlocks can stay “bullish”—and the race to own stablecoin rails, from Tether-affiliated Plasma's zero-fee USDT chain to distribution plays like Tempo and Codex. We dig into DATs, mNAV compression, and Tom's “ETH supercycle,” plus prediction markets (Polymarket vs. Kalshi) crossing into the mainstream and a surprise Zcash revival. If crypto's future is being decided in trading venues and in money itself, this is where the battle lines get drawn.  Show highlights

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

In this episode of 'Cybersecurity Today: Our Month in Review,' host Jim welcomes a panel including Tammy Harper from Flair, Laura Payne from White Tuque, and David Shipley, CEO of Beauceron Securities. The discussion kicks off with an overview of their plans for Cybersecurity Month, including reviving the MapleSEC show and the CIO of the Year awards. David shares his experiences at SECTOR, Canada's largest cybersecurity conference, discussing the importance of security awareness training and the risks of irresponsible tech journalism on public perception. The panel also delves into the resurgence of the Clop ransomware group, their shift to data extortion, and their exploitation of vulnerabilities in Oracle EBS applications. Laura highlights a concerning case of insider threats at RBC, emphasizing the importance of process-driven controls. The episode also touches on the human side of cybersecurity, particularly the impact of romance scams and the growing violence in cybercrime. The panelists underscore the need for improved security awareness and the role of AI in identifying scams. Tammy, Laura, and David conclude by discussing the role of insider threats and the ethical boundaries in cybercrime, sharing insights from recent real-world cases. 00:00 Introduction and Panelist Introductions 00:43 Cybersecurity Month Initiatives 02:46 Security Awareness and Phishing Training 04:03 Impact of Irresponsible Tech Journalism 08:27 AI and Cybersecurity: Hype vs. Reality 10:43 Conference Experiences and Networking 18:33 Clop Ransomware and Data Extortion 23:45 Tammy's Insights on Clop's Tactics 24:58 Scattered Lasus and Cyber Warfare 26:32 Media Savvy Cybercriminals 31:36 Human Impact of Cyber Scams 37:17 Insider Threats and Security Awareness 43:21 Physical Security and Cyber Threats 48:33 Cybercrime Targeting Children 50:58 Conclusion and Upcoming Topics

Today's Post - https://bahnsen.co/3IQOTsJ Insights and Takeaways from a Week of Meetings in NYC In this week's Dividend Cafe, David Bahnsen, managing partner and CIO at The Bahnsen Group, recaps key insights from a week of high-level meetings with asset management partners, hedge funds, and private market managers in New York City. Reflecting on the history of these annual gatherings, David discusses the intense debates about AI, the nuances of private market investing, the low conviction on the state of the economy, and the implications of tight credit spreads. Additionally, he delves into the interconnectedness of the data center theme and its broad economic impact. These themes will inspire future discussions in upcoming Dividend Cafe episodes. David also mentions potential portfolio adjustments based on these insights. 00:00 Welcome to Dividend Cafe 00:27 Recap of New York City Meetings 01:53 Historical Context and Evolution 05:45 Insights from Recent Meetings 10:34 Key Themes and Takeaways 17:35 Conclusion and Future Outlook Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

What happens when a CTO and a CIO of a global tech company sit down together to talk about AI? That's the starting point of today's episode, where I'm joined by Jeremy Ung, CTO at Blackline, and Sumit Johar, the company's CIO. Rather than chasing the hype, we focus on what AI really means for executive decision making, governance, and business outcomes. Both leaders open up about how their partnership is blurring the traditional lines between product and IT, and why the board is demanding answers on topics that once sat deep in the technology stack. Jeremy and Sumit explain why AI is not just another SaaS subscription and why expectations have changed so dramatically. For decades, technology was seen as predictable, a rules-based engine that followed instructions without error. AI feels different because it speaks, reasons, and sometimes makes mistakes. That human-like experience is what excites employees, but it is also what unsettles them. This is where education and governance come in, helping teams learn how to question, verify, and trace AI outputs before they make critical decisions. We also explore how AI agents are beginning to work across tools like SharePoint and email, raising new compliance and security questions that CIOs and CTOs must answer together. The conversation turns to AI sprawl, a problem that mirrors the SaaS explosion of a decade ago. With new AI tools emerging every week, enterprises risk overlapping investments and fragmented initiatives. Sumit shares how Blackline uses two governance councils to keep projects aligned. One is dedicated to risk, pulling in voices from legal, security, and privacy. The other is focused on transformation, evaluating whether requests for new AI capabilities make sense, or whether they duplicate what already exists. The signal that sprawl is taking root, he says, is when requests for tools suddenly jump from a few each month to a dozen. We also tackle the build versus buy dilemma. Budgets haven't magically increased just because AI is hot. Jeremy argues that building only makes sense when it reinforces a company's core advantage. Everything else should be bought, integrated, and kept flexible so that organizations can pivot as the AI landscape changes. Both leaders stress that trust, auditability, and value delivery must sit at the center of every investment decision.  

What if reality isn't random—but coded? Jose Miguel Calderon Carpio, a transformational CIO, award-winning tech strategist, and author of Cosmos, explores this very idea. In his book, he argues that the universe may operate more like software than stardust and that life is intentional, designed, and deeply meaningful. On today's episode of the Marketer of the Day Podcast, Jose Miguel shares how to avoid living as an “NPC” in the world, how to tap into the universe's intentional design, and how understanding these patterns can transform your personal and professional life. Quotes: “The universe is not a mistake—it's a masterpiece of conscious design.” “Life is software, and every decision we make is code shaping our future.” “We are not just observers of the cosmos—we are active participants in its unfolding design.” Resources: Follow Jose Miguel on Facebook Connect with Jose Miguel on LinkedIn Read "Code Called Cosmos" on Amazon

⬥GUEST⬥Pieter VanIperen, CISO and CIO of AlphaSense | On Linkedin: https://www.linkedin.com/in/pietervaniperen/⬥HOST⬥Host: Sean Martin, Co-Founder at ITSPmagazine and Host of Redefining CyberSecurity Podcast | On LinkedIn: https://www.linkedin.com/in/imsmartin/ | Website: https://www.seanmartin.com⬥EPISODE NOTES⬥Real-World Principles for Real-World Security: A Conversation with Pieter VanIperenPieter VanIperen, the Chief Information Security and Technology Officer at AlphaSense, joins Sean Martin for a no-nonsense conversation that strips away the noise around cybersecurity leadership. With experience spanning media, fintech, healthcare, and SaaS—including roles at Salesforce, Disney, Fox, and Clear—Pieter brings a rare clarity to what actually works in building and running a security program that serves the business.He shares why being “comfortable being uncomfortable” is an essential trait for today's security leaders—not just reacting to incidents, but thriving in ambiguity. That distinction matters, especially when every new technology trend, vendor pitch, or policy update introduces more complexity than clarity. Pieter encourages CISOs to lead by knowing when to go deep and when to zoom out, especially in areas like compliance, AI, and IT operations where leadership must translate risks into outcomes the business cares about.One of the strongest points he makes is around threat intelligence: it must be contextual. “Generic threat intel is an oxymoron,” he argues, pointing out how the volume of tools and alerts often distracts from actual risks. Instead, Pieter advocates for simplifying based on principles like ownership, real impact, and operational context. If a tool hasn't been turned on for two months and no one noticed, he says, “do you even need it?”The episode also offers frank insight into vendor relationships. Pieter calls out the harm in trying to “tell a CISO what problems they have” rather than listening. He explains why true partnerships are based on trust, humility, and a long-term commitment—not transactional sales quotas. “If you disappear when I need you most, you're not part of the solution,” he says.For CISOs and vendors alike, this episode is packed with perspective you can't Google. Tune in to challenge your assumptions—and maybe your entire security stack.⬥SPONSORS⬥ThreatLocker: https://itspm.ag/threatlocker-r974⬥RESOURCES⬥⬥ADDITIONAL INFORMATION⬥✨ More Redefining CyberSecurity Podcast: 

Recording date: 2nd October 2025Welcome back to Compass, Olive Resource Capital's weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) and Sam Pelaez (President, CEO & CIO). Each week, we cut through the noise in mining and metals, highlighting the most important macro developments and drilling down into the companies shaping our portfolio.In this episode, we unpack a week of pivotal news for both major gold producers and junior explorers. At the very top of the market, Newmont and Barrick—two of the world's largest gold companies—announced leadership changes on the same day. Newmont's move was a planned succession from COO to CEO, signaling stability and continuity as the company enters a new phase of growth. Barrick, however, surprised the market with an interim appointment following the sudden departure of Mark Bristow. This contrast highlights the broader cycle shift from defensive, balance-sheet-focused leadership to growth-oriented CEOs ready to capitalise on a bull gold market.The coincidence of both announcements has reignited speculation about deeper industrial alignment. With Nevada Gold Mines and Pueblo Viejo already jointly operated, strategic synergies are clear. A combined or further integrated entity could also benefit from passive investment flows, with Newmont's S&P 500 inclusion forcing index-tracking funds to increase their exposure. While no deal has been announced, the industrial and financial rationale for closer alignment between Newmont and Barrick is stronger than ever.Beyond the majors, the week delivered extraordinary news from Olive's portfolio companies. Sterling Metals announced a discovery hole at its Soo Copper project in Ontario - 262 metres at 1% copper equivalent—re-rating the stock by more than 200% in a single day. Years of geological groundwork positioned the company for this success, underscoring the importance of disciplined preparation.Prospector Metals delivered another standout intercept: 44 metres at 13 g/t gold with 1.8% copper at its Mike Lake project. Shares surged nearly 280% and have held those gains. As part of the Discovery Group, Prospector demonstrated how systematic geological work and strong stewardship can unlock transformative discoveries.By contrast, Midnight Sun Mining illustrates the risk of overextended valuations. The company reported nearly 40 metres at .5% copper from its Dumbwa target in Zambia, yet shares fell around 20% as the market had already priced in perfection. The case highlights why entry point and expectations matter as much as geological success.The financing environment also shows renewed strength, with over C$100 million raised across juniors in the past week. With seasonal drill programs now underway, investors should expect a steady cadence of results through year-end. Majors may also lean further into M&A, project acceleration, and capital returns as gold prices remain near record highs.

A inteligência artificial já faz parte do dia a dia de milhares de colaboradores da Natura. Em entrevista ao Podcast Canaltech, Renata Marques, CIO da empresa, contou como a companhia democratizou o acesso à IA, quais soluções já estão em uso, como a copilota das consultoras e o atendimento digital e quais são os próximos passos para ampliar o impacto positivo da tecnologia na sociedade. Você também vai conferir: Apple prepara óculos inteligentes com IA para enfrentar a Meta, Reino Unido injeta R$ 10,7 bilhões para salvar Jaguar Land Rover de ciberataque, YouTube testa DJs virtuais com inteligência artificial em playlists,Aramis lança programa de estágio em IA para transformar o varejo de moda e Galaxy Watch vai usar IA para detectar sinais de insuficiência cardíaca. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Vinicius Moschen, Lilian Sibila, Nathan Vieira, Claudio Yuge, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.Find out more from our latest Weekly Market Outlook report here. Speakers:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia,  Standard Chartered Bank 

In this episode of InvesTips, Steve speaks to Manpreet about understanding the nature of equity market volatility and how investors can build strategies to ensure their investment plans are not derailed by temporary or cyclical volatility.Read our full report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-equity-market-volatility-from-chaos-to-clarity-03-october-2025.pdfSpeaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank 

"Daqui a uns anos, 'você não precisa mais aprender a programar' vai ser um dos piores conselhos que você pode dar para carreira de alguém" - Andrew NG No sétimo episódio do Hipsters.Talks, PAULO SILVEIRA , CVO do Grupo Alun, conversa com GUILHERME SILVEIRA , cofundador e CIO da Alura, sobre vibe coding, automação e o futuro da programação com inteligência artificial. Uma conversa sobre como IA está transformando o desenvolvimento de software e por que saber programar continua sendo essencial. Prepare-se para um episódio cheio de conhecimento e inspiração! Espero que aproveitem :) Sinta-se à vontade para compartilhar suas perguntas e comentários. Vamos adorar conversar com vocês!

In this episode of Excess Returns, we're joined by Noel Smith, co-founder and CIO of Convex Asset Management. Noel shares his unique journey from biochemistry and the military to market making, high-frequency trading, and running a volatility-focused hedge fund. We dig deep into volatility, regime models, income strategies, dispersion, tail hedging, and more, offering a rare look inside the world of professional options and volatility trading.Topics covered:Noel's background: biochemistry, military, market making, HFT, hedge fund launchHow markets have evolved since the 1990sWhy volatility is the best source of market informationRegime shift modeling and its role in strategy selectionUsing options for income and the trade-offs investors should understandVolatility harvesting and risk-defined short vol strategiesThe impact of zero DTE options on marketsDispersion trading and correlation dynamicsBond vol arbitrage and volatility surfacesOpportunistic trades like GameStop and meme stocksTail hedging, its costs, and how to monetize hedgesLessons on flexibility, risk, and never being married to positionsTimestamps:00:00 Intro and Noel's unique background06:00 How markets have changed behind the scenes07:00 Why volatility is the best information source09:00 Regime shift model explained19:00 Using options for income – benefits and risks24:30 Volatility harvesting strategies29:10 What the VIX does (and doesn't) tell you30:30 Zero DTE options and systemic risk33:20 Dispersion trading explained42:00 Bond vol arbitrage45:00 Opportunistic trades: GameStop and beyond51:30 Tail hedging and rebalancing54:30 Lessons on flexibility and risk management

The government shutdown has silenced the Bureau of Labor Statistics, leaving investors without the monthly jobs report. But does Wall Street really need the BLS to keep moving? Lance Roberts & Michael Lebowitz explore what happens when government labor data goes missing, how traders adapt, and what alternative indicators might offer clues about the state of the economy. Lance and Mike also examine valuation metrics in the markets, and discuss claims that interest rates are still too high. Can the "AI Effect" sustaining markets and the economy continue into 2026? 0:19 - What the Economic Surprise Index is Saying 4:29 - Markets Hit All-time High. Again. 9:30 - When P/E Ratios are Elevated 12:25 - 1999 Valuations vs Now 13:52 - Is the AI Excitement Worth It? 17:47 - The Risk of Disappointment 21:57 - Government Shutdown Ramifications 24:03 - BLS vs ADP 27:31 - What JOLTS & IRS Data is Telling Us 33:44 - Stephen Miran - Are Rates Too High? 35:38 - The Fallacy of CPI 37:37 - Immigration Impact on Economic Growth 39:00 - The Natural Rate of Interest 41:26 - The Taylor Rule Explained 45:17 - Will AI Spending Be Able to Continue into 2026? 46:58 - The Resilience of the Market

The government shutdown has silenced the Bureau of Labor Statistics, leaving investors without the monthly jobs report. But does Wall Street really need the BLS to keep moving? Lance Roberts & Michael Lebowitz explore what happens when government labor data goes missing, how traders adapt, and what alternative indicators might offer clues about the state of the economy. Lance and Mike also examine valuation metrics in the markets, and discuss claims that interest rates are still too high. Can the "AI Effect" sustaining markets and the economy continue into 2026? 0:19 - What the Economic Surprise Index is Saying 4:29 - Markets Hit All-time High. Again. 9:30 - When P/E Ratios are Elevated 12:25 - 1999 Valuations vs Now 13:52 - Is the AI Excitement Worth It? 17:47 - The Risk of Disappointment 21:57 - Government Shutdown Ramifications 24:03 - BLS vs ADP 27:31 - What JOLTS & IRS Data is Telling Us 33:44 - Stephen Miran - Are Rates Too High? 35:38 - The Fallacy of CPI 37:37 - Immigration Impact on Economic Growth 39:00 - The Natural Rate of Interest 41:26 - The Taylor Rule Explained 45:17 - Will AI Spending Be Able to Continue into 2026? 46:58 - The Resilience of the Market

It's day two of the federal shutdown, and with the Senate on leave, there won't be any sort of appropriations deal until Friday at the earliest — though many have doubts about that possibility. As federal agencies adjust to the new normal with hundreds of thousands of federal employees furloughed and the White House threatening more layoffs targeting those who've been sent home, FedScoop took the time to compile a near-complete look at how agency IT organizations are affected. An analysis of the nearly two dozen civilian Chief Financial Officer Act agencies found that some agencies explicitly outlined plans to scale back IT operations amid the shutdown, while others deemed several IT staff members essential for managing technology and cybersecurity infrastructure. For instance, at the Department of Commerce's Office of the CIO, just one individual is tasked with taking responsibility for shutdown tasks and assurance that the office will continue to work on critical IT functions. If the lapse in funding continues for an extended period, there is also the potential for staff to be recalled on an intermittent or full-time basis for cybersecurity and maintenance work, and limited staff may be called for administrative functions. While at the Labor Department, the Office of the Assistant Secretary for Administration and Management has selected “a minimal IT staff” within the OCIO to oversee tech operations. Those employees are now tasked with managing Labor's technology services, applications and website, in addition to having other IT security responsibilities that support the agency's excepted and exempt staff. A nonprofit legal group is suing a handful of federal agencies, calling on the federal bodies to release documents related to the use of artificial intelligence to carry out the Trump administration's “deregulation agenda.” The lawsuit, filed by Democracy Forward on Wednesday, asks a court to require the General Services Administration, Office of Personnel Management, Office of Management and Budget and the Department of Housing and Urban Development to comply with public records laws amid concerns over how AI is being used to “weaken” existing federal regulations. Democracy Forward said it reviewed both public records and documents obtained through FOIA requests and found GSA plays a “central role” in the White House's efforts to overhaul regulations. The nonprofit cited an apparent email trail, in which a GSA-affiliated email informs other agencies of “significant progress” in reviewing its internal and external policies to ensure consistency with President Donald Trump's directives. The suit further pointed to reports of an AI tool called SweetREX developed by an affiliate of the Department of Government Efficiency. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

China's trade surplus with the US remains stubbornly large, but its appetite for Treasuries is fading. So where are the dollars going, and what does that say about the country's evolving financial strategy? Kevin Coldiron welcomes back Dr. Zoe Liu for a nuanced look at how Beijing is managing external pressure, internal control, and the creeping disruption of dollar-backed stablecoins. Behind the headlines is a deeper story about surveillance, capital flight, and the boundaries of monetary sovereignty. As China builds shadow reserves and experiments with programmable money, the question isn't just what it fears it's what kind of system it's trying to build instead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Zoe on Twitter and read her book.Episode TimeStamps: 02:11 - Introduction to Zoe Liu04:15 - How U.S tariffs impact shipping costs and the deficit with China17:27 - What is China actually doing with their earned dollars?27:52 - Are FX entrusted loans reinforcing the dollar based trading system?36:07 - What are stable coins and why are China worried about them?42:31 - The second level of...

More than four out of ten (41%) Chief Information Officers (CIOs) report cybersecurity as their top concern, yet these same leaders are simultaneously increasing security budgets (77%), expanding cloud infrastructure (68%), and accelerating artificial intelligence (AI) capabilities (67%). According to the new Future Forward: CIO 2025 Outlook report released by Experis, a global leader in IT workforce solutions and part of the ManpowerGroup (NYSE: MAN) family of brands, modern technology leaders are walking a tightrope between protecting their organizations and driving innovation in an era of relentless cyber threats and rapid digital transformation. Amanda Jack, CTO at Manpower Group, joins Business Security Weekly to share the finding, including: 77% of organizations plan to increase cybersecurity budgets in 2025, followed by cloud infrastructure (68%) and AI (67%) 76% of IT employers worldwide report difficulty finding skilled tech talent 52% of tech leaders are embedding AI skills into existing roles rather than creating new positions Relationship with the Chief Operating Officer (COO) is identified as the most important C-suite partnership outside IT 56% of IT leaders say senior leadership lacks sufficient knowledge about the CIO role and its responsibilities Segment Resources: https://www.experis.com/en/cio-outlook In the leadership and communications segment, Is Your Board Too Collegial?, Cybersecurity, AI, and Economic Uncertainty: How Internal Audit Teams Are Managing 2025's Top Risks, Burnout in the corporate middle: when leadership becomes an issue, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-415

Alejo rejoins the podcast to discuss why the Fed's current rate-cutting cycle is so important for emerging market investors. We then highlight compelling opportunities across emerging market equities, fixed income, and currencies. Plus, a review of key risks to consider. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The U.S. government shutdown has officially started. What does this mean for the economy, markets, and your investments? Lance Roberts covers the immediate fallout from the shutdown on federal spending, workers, and services ; how markets have historically reacted during shutdowns—and what to expect this time; the risk to GDP, delayed economic data releases, and consumer confidence. This shutdown is more than politics—it's a real test for the economy and financial markets. Stay informed and prepared. [*NOTE: YouTube sustained severe streaming issues during this morning's live feed. This is a separate recording of the show.]

The U.S. government shutdown has officially started. What does this mean for the economy, markets, and your investments? Lance Roberts covers the immediate fallout from the shutdown on federal spending, workers, and services ; how markets have historically reacted during shutdowns—and what to expect this time; the risk to GDP, delayed economic data releases, and consumer confidence. This shutdown is more than politics—it's a real test for the economy and financial markets. Stay informed and prepared. [*NOTE: YouTube sustained severe streaming issues during this morning's live feed. This is a separate recording of the show.]

At the CIO 100 event, host Lucas Mearian sat down with TruStone's Gary Jeter and Mayka Thao to discuss post-merger modernization, mobile innovations, and generative-AI tools enhancing efficiency. https://www.linkedin.com/in/mayka/ https://www.linkedin.com/in/gary-jeter/ https://www.linkedin.com/in/lucasmearian/

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets.From Nvidia's record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today's AI boom echoes past capital cycles—and why investors may be missing the real risk.In this episode:– Why mega-cap tech is shifting from asset-light to asset-heavy– The historic link between rapid asset growth and underperformance– Why concentration in the “Magnificent Seven” is an overlooked AI risk– Lessons from the dot-com and railroad booms that apply to AI today– How to position across the full AI adoption cycleLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KaiWu #AI #TechStocks #Nvidia #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

More than four out of ten (41%) Chief Information Officers (CIOs) report cybersecurity as their top concern, yet these same leaders are simultaneously increasing security budgets (77%), expanding cloud infrastructure (68%), and accelerating artificial intelligence (AI) capabilities (67%). According to the new Future Forward: CIO 2025 Outlook report released by Experis, a global leader in IT workforce solutions and part of the ManpowerGroup (NYSE: MAN) family of brands, modern technology leaders are walking a tightrope between protecting their organizations and driving innovation in an era of relentless cyber threats and rapid digital transformation. Amanda Jack, CTO at Manpower Group, joins Business Security Weekly to share the finding, including: 77% of organizations plan to increase cybersecurity budgets in 2025, followed by cloud infrastructure (68%) and AI (67%) 76% of IT employers worldwide report difficulty finding skilled tech talent 52% of tech leaders are embedding AI skills into existing roles rather than creating new positions Relationship with the Chief Operating Officer (COO) is identified as the most important C-suite partnership outside IT 56% of IT leaders say senior leadership lacks sufficient knowledge about the CIO role and its responsibilities Segment Resources: https://www.experis.com/en/cio-outlook In the leadership and communications segment, Is Your Board Too Collegial?, Cybersecurity, AI, and Economic Uncertainty: How Internal Audit Teams Are Managing 2025's Top Risks, Burnout in the corporate middle: when leadership becomes an issue, and more! Show Notes: https://securityweekly.com/bsw-415

More than four out of ten (41%) Chief Information Officers (CIOs) report cybersecurity as their top concern, yet these same leaders are simultaneously increasing security budgets (77%), expanding cloud infrastructure (68%), and accelerating artificial intelligence (AI) capabilities (67%). According to the new Future Forward: CIO 2025 Outlook report released by Experis, a global leader in IT workforce solutions and part of the ManpowerGroup (NYSE: MAN) family of brands, modern technology leaders are walking a tightrope between protecting their organizations and driving innovation in an era of relentless cyber threats and rapid digital transformation. Amanda Jack, CTO at Manpower Group, joins Business Security Weekly to share the finding, including: 77% of organizations plan to increase cybersecurity budgets in 2025, followed by cloud infrastructure (68%) and AI (67%) 76% of IT employers worldwide report difficulty finding skilled tech talent 52% of tech leaders are embedding AI skills into existing roles rather than creating new positions Relationship with the Chief Operating Officer (COO) is identified as the most important C-suite partnership outside IT 56% of IT leaders say senior leadership lacks sufficient knowledge about the CIO role and its responsibilities Segment Resources: https://www.experis.com/en/cio-outlook In the leadership and communications segment, Is Your Board Too Collegial?, Cybersecurity, AI, and Economic Uncertainty: How Internal Audit Teams Are Managing 2025's Top Risks, Burnout in the corporate middle: when leadership becomes an issue, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-415

Sure, some days you hate your job. But how do you know when an IT position has gone from being run-of-the-mill annoying to truly toxic? And what do you do about it? Johna Johnson and John Burke are joined by Sandy Miller, a pseudonym for a CIO at a major global company who talks about... Read more »

All links and images can be found on CISO Series. This week's episode is hosted by David Spark, producer of CISO Series and Mike Johnson, CISO, Rivian. Joining them is Pavi Ramamurthy, global CISO and CIO, Blackhawk Network. In this episode: We can't promise safe, but we can promise ready Are we accidentally building security nightmares? Being held accountable for things you had no say in The safe space problem in vendor evaluation Huge thanks to our sponsor, Adaptive Security Sponsored by Adaptive Security — the first cybersecurity company backed by OpenAI. Adaptive helps security leaders defend against AI-powered social engineering threats like deepfakes, vishing, and GenAI phishing with advanced phishing simulations and next-generation security awareness training. Adaptive's new AI Content Creator enables teams to instantly convert threat intelligence and compliance updates into interactive, multilingual training — no instructional design required. Trusted by Fortune 500s and backed by Andreessen Horowitz and the OpenAI. Learn more at http://www.adaptivesecurity.com

Why do we invest? The answer goes far beyond just making money. Lance Roberts & Jonathan Penn, Two Dads on Money, break down the most important reasons people put their money to work in the markets. Lance and Jon also show why investing is not just for Wall Street professionals—it's for everyone. Whether you're just starting out or refining your long-term strategy, this episode will give you a clear framework for why investing is essential for financial freedom and peace of mind. 0:19 - Quarter-end Rebalancing & Potential Gove't Shutdown 6:14 - Pay Attention to the US Dollar 12:49 - Why & How We Invest: Real Estate & FOMO 18:41 - Trade Like a Pro - Not a Gambler 23:27 - Dealing w Emotions as Investors 25:28 - When Life Happens - Car Batteries & Tires 31:53 - The Major Reason We Invest: Growing Savings Faster than Inflation 37:28 - Market Compounding is a Myth 38:49 - Why Money Sitting in Cash for Opportunity 41:06 - Next Week's Show Preview

In this episode of the AdTechGod pod, host AdTechGod speaks with Kelly Metz, Chief Investment Officer at Spark Foundry. They discuss Kelly's career journey through the advertising and media landscape, the importance of relationships in the industry, and the diverse clientele at Spark Foundry. Kelly shares insights on the evolving role of a CIO, the impact of AI on client expectations, and the shift towards connected TV in media strategies. The conversation also touches on balancing personal and professional life in the fast-paced advertising world. Takeaways Kelly emphasizes the importance of building relationships in the advertising industry. She believes that media is inherently fun and constantly evolving. Kelly's role as a CIO involves navigating both client and media partner relationships. Understanding technology is essential for effective media investment. Clients often expect immediate efficiency from AI, which is a misconception. The shift to connected TV has changed how brands approach media strategies. Kelly advocates for a deeper understanding of audience insights for better outcomes. She highlights the need for simplicity in navigating complex media ecosystems. Balancing work and personal life is crucial for long-term happiness in the industry. Kelly enjoys activities like going to the beach and playing pickleball to unwind. Chapters 00:00 Introduction to Kelly Metz and Her Journey 03:01 The Importance of Relationships in Advertising 05:33 Understanding Spark Foundry's Diverse Clientele 08:19 The Role of a CIO in Media Investment 11:06 Navigating AI and Client Expectations 14:02 The Shift in Media Strategies with Connected TV 16:34 Balancing Personal and Professional Life in Advertising Google's Antitrust Remedies, Gemini in Chrome, and IAS's $1.9B Buyout This week's episode of The Refresh unpacks major shifts in the adtech landscape. Kait covers the remedies phase of Google's adtech antitrust trial, Google's integration of Gemini into Chrome, and Integral Ad Science's acquisition by private equity firm Novacap. The discussion highlights how legal battles, AI rollouts, and consolidation are reshaping digital advertising. Google entered the remedies phase of its adtech antitrust trial, with the DOJ pushing for structural remedies like divesting AdX and DFP, while Google argues for behavioral fixes such as more transparent auction rules. Judge Brinkema must weigh whether forced divestitures would dismantle Google's monopoly or risk destabilizing the broader display ad ecosystem. Google integrated its AI assistant Gemini into Chrome, starting on desktop with features like page summaries, live chat, and cross-product task coordination across Maps, YouTube, and Calendar. The move follows the search antitrust trial outcome, where Google avoided severe penalties such as being forced to divest Chrome, maintaining its ecosystem dominance strategy. Integral Ad Science will be acquired by Novacap for $1.9 billion, taking the company private to accelerate AI-driven product innovation and strengthen its role in ad verification amid growing private equity investment in adtech. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why do we invest? The answer goes far beyond just making money. Lance Roberts & Jonathan Penn, Two Dads on Money, break down the most important reasons people put their money to work in the markets. Lance and Jon also show why investing is not just for Wall Street professionals—it's for everyone. Whether you're just starting out or refining your long-term strategy, this episode will give you a clear framework for why investing is essential for financial freedom and peace of mind. 0:19 - Quarter-end Rebalancing & Potential Gove't Shutdown 6:14 - Pay Attention to the US Dollar 12:49 - Why & How We Invest: Real Estate & FOMO 18:41 - Trade Like a Pro - Not a Gambler 23:27 - Dealing w Emotions as Investors 25:28 - When Life Happens - Car Batteries & Tires 31:53 - The Major Reason We Invest: Growing Savings Faster than Inflation 37:28 - Market Compounding is a Myth 38:49 - Why Money Sitting in Cash for Opportunity 41:06 - Next Week's Show Preview

Sure, some days you hate your job. But how do you know when an IT position has gone from being run-of-the-mill annoying to truly toxic? And what do you do about it? Johna Johnson and John Burke are joined by Sandy Miller, a pseudonym for a CIO at a major global company who talks about... Read more »

Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, real diversification, and identifying true alpha versus beta—highlighting why most hedge funds fail to add value and how to spot the few that genuinely do.

Predictions for where DeFi is headed next with Monarq Asset Management CIO Sanat Rao. To get the show every week, follow the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. At Korea Blockchain Week, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Sanat Rao, CIO of Monarq Asset Management, to discuss how the latest Fed rate cut is impacting crypto markets and setting the stage for the next DeFi summer. Plus, he explains why lower interest rates make DeFi yields even more attractive, how TradFi is starting to embrace on-chain finance, and the biggest risks facing DeFi investors today. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss: Mark's background and path that led him to founding Intrinsic Edge Capital Management. The Intrinsic Edge Digital Infrastructure Fund, a fund that was launched four years ago to focus on companies in the digital asset ecosystem. Perspectives on the mining industry and the impact of AI/LLMs on this sector of the industry. Views on the types of businesses that will enter the public markets in the coming years. The future of prime brokerage and how service providers will evolve. To learn more about Intrinsic Edge visit intrinsicedge.com or email them at info@intrinsicedge.com  

Predictions for where DeFi is headed next with Monarq Asset Management CIO Sanat Rao. To get the show every week, follow the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. At Korea Blockchain Week, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Sanat Rao, CIO of Monarq Asset Management, to discuss how the latest Fed rate cut is impacting crypto markets and setting the stage for the next DeFi summer. Plus, he explains why lower interest rates make DeFi yields even more attractive, how TradFi is starting to embrace on-chain finance, and the biggest risks facing DeFi investors today. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

1015: "No one cares about AI if the Wi-Fi doesn't work." As CIO of the U.S. Department of State, Dr. Kelly Fletcher leads a global team delivering secure, resilient, and modern technology across 190 countries. In this episode of Technovation with Peter High, Dr. Kelly Fletcher, Chief Information Officer of the U.S. Department of State, shares how she leads technology strategy for 100,000 users across 190 countries. Kelly discusses her dual mandate of operational excellence and cybersecurity, including the department's rapid response to the 2023 Microsoft hack. She also explains how AI is reducing “toil” for diplomats, the rollout of StateChat and DocuChat, and the transformative potential of low-earth orbit satellite communications for global connectivity. With past leadership roles at the Department of Defense and the Navy, Kelly reflects on cultural differences across agencies, her philosophy on experimentation, and the future of cloud and cross-government collaboration.

In this episode, we sit down at the Independent Hotel Show in Miami with Venkatesh Sakamuri, CEO of Stayflexi, and Krishna Talasila, CIO & Co-Founder of Stayflexi, to explore how they're transforming hospitality technology. Venkatesh introduces Stayflexi IQ, their new AI-powered data intelligence and revenue management platform designed to help independent hotels compete with big brands. He shares insights on the future of AI in hospitality, the importance of demand and competitor intelligence, and why an all-in-one PMS platform enhances the guest journey.Krishna dives into lessons learned from expanding in India, how Stayflexi scaled to over 3,500 properties worldwide, and why they're now doubling down in the U.S. market. He also explains how Stayflexi IQ can integrate seamlessly with existing hotel systems, giving hoteliers actionable insights without a complete tech overhaul.If you're a hotelier, hospitality professional, or simply interested in the future of hotel tech, AI, and revenue management, this episode is packed with valuable takeaways.What you'll learn in this episode:How Stayflexi is empowering independent hotels with AI-driven intelligenceWhy data is the “new king” in hospitalityThe benefits of an all-in-one PMS vs. multiple integrations Key lessons from scaling in India and expanding globallyThe future of revenue management in the AI eraWatch the FULL EPISODE on YouTube: https://youtu.be/QlAMhqhEi3s Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Venkat on LinkedIn: https://www.linkedin.com/in/venkatsakamuri/ Krishna on LinkedIn: https://www.linkedin.com/in/sasank-stayflexi/Stayflexi: https://business.stayflexi.com/For full show notes head to: https://themodernhotelier.com/episode/213Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

Few parenting debates stir more passion than how to help a baby sleep. In this episode, we will:Explore the science and controversy behind “cry it out,” Ferber/check-and-console, and gentler alternativesReview what research says about sleep outcomes, stress, and attachmentThink about this concept in relationship to varyting sleep needsUnpack the safety concerns around bed-sharing and why guidance is so dividedOffer practical takeaways so parents can choose an approach that works—and feels right—for their familyProduced by: Maeve WinterMore Twitter: @drchriswinter IG: @drchriwinter Threads: @drchriswinter Bluesky: @drchriswinter The Sleep Solution and The Rested Child Thanks for listening and sleep well!

Equities are up more than 50% since the April lows, yet the world feels anything but stable. In this episode, Niels Kaastrup-Larsen and Andrew Beer examine the widening disconnect between market behavior and the backdrop it's unfolding against. From drone incursions over Denmark to political fragmentation and a rising tolerance for systemic risk, they explore why nothing seems to break - and what that complacency might be masking. Along the way, they unpack Bouchard's inelastic market hypothesis, CalPERS' pivot toward Total Portfolio thinking, and the structural trade-offs inside multi-strat hedge funds. It's a conversation about signals in the noise - and the quiet shifts that could reshape the landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Episode TimeStamps: 01:04 - What has caught our attention recently?05:38 - The tension between talents11:08 - Is the popularity of certain alternative strategies just a sign of the times?22:07 - Industry performance update27:46 - Q1, Michael: Why shouldn't I sell Andrew's product when it's outperforming single managers and vise versa?30:15 - The evolution of replication strategy performance37:44 - The storytelling behind hedge fund losses41:04 - Do all markets have the ability to trend?48:57 - The rise of multi strategy hedge funds57:47 - It shouldn't work but it does, so why?01:04:27 - A reminder for Andrew's generous book offerCopyright © 2025 – CMC...